Moss Adams LLP
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, Washington, United States 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 LLP Employees
Employee
Years
Job
Industry
Kelsey (Jackson) Carpenter, MBA Kelsey (Jackson) Carpenter, MBA's Moss Adams LLP Experience June 2013 - Present
Job Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2013 - Present
Moss Adams LLP July 2011 - June 2013
Maintenance Service Systems, Inc January 2003 - July 2011
University of New Mexico June 2010 - December 2010
Jackson Hewitt Tax Service January 2008 - April 2008
Tax Help New Mexico January 2005 - April 2005
Skills
Auditing, Internal Controls, Single Audit, Accounting, GAAP, People-oriented, Team-oriented, Collaborative Problem..., Assurance, US GAAP, Financial Statements, CPA, Microsoft Excel, General Ledger, Financial Accounting, Tax Preparation, Financial Reporting, QuickBooks
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2010
Masters of Accounting, Taxation
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
Bachelors of Business Administration, Accounting, Minor in United States History
Moss Adams LLP June 2013 - Present
Moss Adams LLP July 2011 - June 2013
Maintenance Service Systems, Inc January 2003 - July 2011
University of New Mexico June 2010 - December 2010
Jackson Hewitt Tax Service January 2008 - April 2008
Tax Help New Mexico January 2005 - April 2005
Skills
Auditing, Internal Controls, Single Audit, Accounting, GAAP, People-oriented, Team-oriented, Collaborative Problem..., Assurance, US GAAP, Financial Statements, CPA, Microsoft Excel, General Ledger, Financial Accounting, Tax Preparation, Financial Reporting, QuickBooks
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2010
Masters of Accounting, Taxation
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
Bachelors of Business Administration, Accounting, Minor in United States History
Aaron London Aaron London's Moss Adams LLP Experience January 2015 - Present
Job Business Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
Skills
QuickBooks, Financial Accounting, Accounting, Tax, Financial Reporting, Tax Accounting, General Ledger, US GAAP
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2014
Master of Accounting, Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Moss Adams LLP January 2015 - Present
Skills
QuickBooks, Financial Accounting, Accounting, Tax, Financial Reporting, Tax Accounting, General Ledger, US GAAP
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2014
Master of Accounting, Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Halley Darling Halley Darling's Moss Adams LLP Experience February 2015 - April 2015
Job Data Analyst at Vaisala
Industry Research
Experience
Moss Adams LLP February 2015 - April 2015
Moss Adams LLP August 2014 - October 2014
Washington State Bar Association August 2014 - August 2014
Moss Adams LLP June 2014 - July 2014
AAA Washington October 2013 - November 2013
Union College September 2011 - June 2013
Union College September 2009 - June 2013
Union College June 2010 - August 2012
The Salvation Army May 2009 - September 2009
Skills
Physics, Research, Python, Programming, Astronomy, PowerPoint, Java, Microsoft Office, Microsoft Word, Microsoft Excel, Business Analysis, Statistics, SQL, IDL programming, IRAF, Community Outreach, Public Speaking, Analysis, Data Analysis
Education
Union College 2009 — 2013
Bachelor of Science (BS), Physics
Cortland Jr Sr High School 2005 — 2009
High School Diploma, 96/100
Moss Adams LLP February 2015 - April 2015
Moss Adams LLP August 2014 - October 2014
Washington State Bar Association August 2014 - August 2014
Moss Adams LLP June 2014 - July 2014
AAA Washington October 2013 - November 2013
Union College September 2011 - June 2013
Union College September 2009 - June 2013
Union College June 2010 - August 2012
The Salvation Army May 2009 - September 2009
Skills
Physics, Research, Python, Programming, Astronomy, PowerPoint, Java, Microsoft Office, Microsoft Word, Microsoft Excel, Business Analysis, Statistics, SQL, IDL programming, IRAF, Community Outreach, Public Speaking, Analysis, Data Analysis
Education
Union College 2009 — 2013
Bachelor of Science (BS), Physics
Cortland Jr Sr High School 2005 — 2009
High School Diploma, 96/100
Brianna Jorgenson Brianna Jorgenson's Moss Adams LLP Experience July 2015 - Present
Job Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2015 - Present
Deloitte January 2014 - April 2014
Morgan Stanley September 2013 - November 2013
Skills
Accounting, Tax Preparation, Tax, Microsoft Excel, Income Tax, Microsoft Word, Financial Statements, PowerPoint, GAAP, Tax Returns, Tax Accounting, General Ledger, Tax Research, US GAAP, Microsoft Office, Time Management, QuickBooks, Customer Service, Teamwork
Education
California State University-Long Beach 2012 — 2014
Bachelor's degree, Accounting
University of California, Irvine 2011 — 2012
Biology/Biological Sciences, General
Moss Adams LLP July 2015 - Present
Deloitte January 2014 - April 2014
Morgan Stanley September 2013 - November 2013
Skills
Accounting, Tax Preparation, Tax, Microsoft Excel, Income Tax, Microsoft Word, Financial Statements, PowerPoint, GAAP, Tax Returns, Tax Accounting, General Ledger, Tax Research, US GAAP, Microsoft Office, Time Management, QuickBooks, Customer Service, Teamwork
Education
California State University-Long Beach 2012 — 2014
Bachelor's degree, Accounting
University of California, Irvine 2011 — 2012
Biology/Biological Sciences, General
Torre Hammer Torre Hammer's Moss Adams LLP Experience December 2010 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP December 2010 - Present
Moss Adams LLP September 2004 - December 2010
Skills
GAAP, Inventory, Revenue Recognition, Accounting, SEC filings, IFRS, Auditing, IPO, Due Diligence, Internal Controls, US GAAP, Internal Audit, Financial Reporting, Private Equity, Financial Analysis, Mergers & Acquisitions, Cash Flow, Finance, CPA, Sarbanes-Oxley Act, Analysis, Financial Accounting
Education
Washington State University 1999 — 2004
BA, Finance, Accounting
The University of Western Australia 2002 — 2003
Moss Adams LLP December 2010 - Present
Moss Adams LLP September 2004 - December 2010
Skills
GAAP, Inventory, Revenue Recognition, Accounting, SEC filings, IFRS, Auditing, IPO, Due Diligence, Internal Controls, US GAAP, Internal Audit, Financial Reporting, Private Equity, Financial Analysis, Mergers & Acquisitions, Cash Flow, Finance, CPA, Sarbanes-Oxley Act, Analysis, Financial Accounting
Education
Washington State University 1999 — 2004
BA, Finance, Accounting
The University of Western Australia 2002 — 2003
Cristina Tautu Cristina Tautu's Moss Adams LLP Experience September 2013 - Present
Job Business Valuation Analyst at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP September 2013 - Present
Quality Logistics Outsourcing, LLC April 2009 - January 2010
Motek September 2007 - September 2008
Motek August 2003 - September 2007
Skills
Equity Research, Valuation, Financial Statement..., Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Financial Modeling, Business Valuation, Financial Reporting, Corporate Finance, Accounting, Analysis, Strategic Financial..., Management, Strategic Planning, Project Management
Education
Seattle University 2009 — 2011
Masters, Finance
1996 — 2000
Bachelor of Arts, Psychology
Moss Adams LLP September 2013 - Present
Quality Logistics Outsourcing, LLC April 2009 - January 2010
Motek September 2007 - September 2008
Motek August 2003 - September 2007
Skills
Equity Research, Valuation, Financial Statement..., Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Financial Modeling, Business Valuation, Financial Reporting, Corporate Finance, Accounting, Analysis, Strategic Financial..., Management, Strategic Planning, Project Management
Education
Seattle University 2009 — 2011
Masters, Finance
1996 — 2000
Bachelor of Arts, Psychology
Bobbi Kay Nelson Bobbi Kay Nelson's Moss Adams LLP Experience January 2006 - July 2013
Job Tax Specialty Group Practice Leader at Atkinson & Co., Ltd
Industry Accounting
Experience
Atkinson & Co., Ltd September 2015 - Present
REDW July 2013 - August 2015
Moss Adams LLP January 2006 - July 2013
Neff + Ricci LLP January 2000 - December 2005
McCrary & Associates 1988 - 1990
Skills
Accounting, CPA, Property Tax, Tax Returns, GAAP, Tax, Mergers & Acquisitions, General Ledger, Auditing, Cash Flow, Cost Segregation, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, SEC filings, Assurance, Internal Controls, US GAAP, Budgets, Sales & Use Tax, Consulting, Financial Reporting, Income Tax, Corporate Tax, Internal Audit, Tax Accounting, Partnership Taxation, QuickBooks, Tax Preparation, Account Reconciliation, International Tax, Revenue Recognition, Financial Analysis, External Audit, Small Business, Due Diligence, Tax Research, Forensic Accounting, Tax Advisory, Fixed Assets, Strategic Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1983 — 1987
BBA, Accounting
Highland High School
Atkinson & Co., Ltd September 2015 - Present
REDW July 2013 - August 2015
Moss Adams LLP January 2006 - July 2013
Neff + Ricci LLP January 2000 - December 2005
McCrary & Associates 1988 - 1990
Skills
Accounting, CPA, Property Tax, Tax Returns, GAAP, Tax, Mergers & Acquisitions, General Ledger, Auditing, Cash Flow, Cost Segregation, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, SEC filings, Assurance, Internal Controls, US GAAP, Budgets, Sales & Use Tax, Consulting, Financial Reporting, Income Tax, Corporate Tax, Internal Audit, Tax Accounting, Partnership Taxation, QuickBooks, Tax Preparation, Account Reconciliation, International Tax, Revenue Recognition, Financial Analysis, External Audit, Small Business, Due Diligence, Tax Research, Forensic Accounting, Tax Advisory, Fixed Assets, Strategic Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1983 — 1987
BBA, Accounting
Highland High School
Sean Bach Sean Bach's Moss Adams LLP Experience June 2013 - December 2013
Job Student at University of California, Berkeley Extension
Industry Accounting
Experience
University of California, Berkeley Extension 2011 - Present
Novogradac & Company LLP January 2014 - February 2014
Moss Adams LLP June 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, English, Research, Leadership, Financial Analysis, Public Speaking, Windows
Education
University of California, Berkeley 2011 — 2012
Certifications, Financial Accounting Specialization, Control Accounting Specialization
California Maritime Academy 2007 — 2011
BS, Marine Transportation
University of California, Berkeley Extension 2011 - Present
Novogradac & Company LLP January 2014 - February 2014
Moss Adams LLP June 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, English, Research, Leadership, Financial Analysis, Public Speaking, Windows
Education
University of California, Berkeley 2011 — 2012
Certifications, Financial Accounting Specialization, Control Accounting Specialization
California Maritime Academy 2007 — 2011
BS, Marine Transportation
Alex Lu Alex Lu's Moss Adams LLP Experience October 2013 - Present
Job Tax Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2013 - Present
Quality Systems, Inc March 2013 - June 2013
Quality Systems, Inc April 2012 - March 2013
Panda Restaurant Group December 2011 - December 2012
Harvey & Company LLC October 2010 - March 2011
UNICO Enterprises June 2010 - October 2010
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Tax, PowerPoint, Account Reconciliation, Finance
Education
University of California, Irvine 2009 — 2013
Bachelor's Degree, Business Administration/Business Economics
Temple City High School 2005 — 2009
Moss Adams LLP October 2013 - Present
Quality Systems, Inc March 2013 - June 2013
Quality Systems, Inc April 2012 - March 2013
Panda Restaurant Group December 2011 - December 2012
Harvey & Company LLC October 2010 - March 2011
UNICO Enterprises June 2010 - October 2010
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Tax, PowerPoint, Account Reconciliation, Finance
Education
University of California, Irvine 2009 — 2013
Bachelor's Degree, Business Administration/Business Economics
Temple City High School 2005 — 2009
Amanda Mathis, MBA, CPA, CMA Amanda Mathis, MBA, CPA, CMA's Moss Adams LLP Experience 2002 - 2005
Job Director of Finance at Pier One
Industry Retail
Experience
Pier One January 2015 - Present
Michaels Stores, Inc. December 2011 - January 2015
Optim Energy January 2008 - November 2011
Public Service Company of New Mexico (PNM) November 2006 - October 2008
Moss Adams LLP 2002 - 2005
Skills
Accounting, Financial Reporting, SEC filings, CPA, Cash Management, Corporate Finance, Analysis, Financial Analysis, Sarbanes-Oxley Act, Energy, Financial Accounting, Process Improvement, Internal Controls, US GAAP, Finance, General Ledger, PeopleSoft, Cost Accounting, Budgets, Accounts Payable, Payroll, Financial Modeling, Retail, Derivatives, Technical Accounting..., IPO, Oracle Financials, Public accounting, CMA, MBA, SEC Filings
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2006
MBA, Policy & Planning
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
BBA, Finance, Accounting
Pier One January 2015 - Present
Michaels Stores, Inc. December 2011 - January 2015
Optim Energy January 2008 - November 2011
Public Service Company of New Mexico (PNM) November 2006 - October 2008
Moss Adams LLP 2002 - 2005
Skills
Accounting, Financial Reporting, SEC filings, CPA, Cash Management, Corporate Finance, Analysis, Financial Analysis, Sarbanes-Oxley Act, Energy, Financial Accounting, Process Improvement, Internal Controls, US GAAP, Finance, General Ledger, PeopleSoft, Cost Accounting, Budgets, Accounts Payable, Payroll, Financial Modeling, Retail, Derivatives, Technical Accounting..., IPO, Oracle Financials, Public accounting, CMA, MBA, SEC Filings
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2006
MBA, Policy & Planning
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
BBA, Finance, Accounting
Andrew Stearns Andrew Stearns's Moss Adams LLP Experience July 2011 - February 2014
Job Senior Associate at Lighter Capital
Industry Financial Services
Experience
Lighter Capital February 2014 - August 2015
Moss Adams LLP July 2011 - February 2014
Hedge Fund-of-Funds March 2010 - September 2010
Moss Adams Capital LLC June 2008 - September 2008
Roth Capital Partners June 2007 - September 2007
Sullivan & Cromwell LLP July 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Economics, Valuation, Due Diligence, Research, Investments, Microsoft Excel, Capital Markets, Venture Capital, Equities, PowerPoint, Analysis, Hedge Funds, Asset Managment, Strategic Planning, Investment Banking, Asset Management, Squash
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA, Finance
University of Oregon School of Law 2006 — 2007
Tufts University 2000 — 2004
BA, International Relations
The Overlake School
Lighter Capital February 2014 - August 2015
Moss Adams LLP July 2011 - February 2014
Hedge Fund-of-Funds March 2010 - September 2010
Moss Adams Capital LLC June 2008 - September 2008
Roth Capital Partners June 2007 - September 2007
Sullivan & Cromwell LLP July 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Economics, Valuation, Due Diligence, Research, Investments, Microsoft Excel, Capital Markets, Venture Capital, Equities, PowerPoint, Analysis, Hedge Funds, Asset Managment, Strategic Planning, Investment Banking, Asset Management, Squash
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA, Finance
University of Oregon School of Law 2006 — 2007
Tufts University 2000 — 2004
BA, International Relations
The Overlake School
Blake Newcomb Blake Newcomb's Moss Adams LLP Experience August 2013 - September 2014
Job Customer Success Advocate
Industry Computer Software
Experience
Totango September 2014 - Present
Moss Adams LLP August 2013 - September 2014
Deloitte & Touche September 2011 - August 2013
Skills
US GAAP, Financial Reporting, Accounting, Auditing, Internal Controls, Financial Analysis, SEC filings, Big 4, CPA, External Audit, Financial Accounting, GAAP, Income Tax, Internal Audit, Sarbanes-Oxley Act, sales, Customer Retention, Customer Satisfaction, Long-term Customer..., Customer Insight, Customer Acquisition, New Customer..., SaaS, Customer Engagement, Cloud Computing, Customer Experience, Leadership, Sales, Salesforce.com
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Bocconi University 2009 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
Totango September 2014 - Present
Moss Adams LLP August 2013 - September 2014
Deloitte & Touche September 2011 - August 2013
Skills
US GAAP, Financial Reporting, Accounting, Auditing, Internal Controls, Financial Analysis, SEC filings, Big 4, CPA, External Audit, Financial Accounting, GAAP, Income Tax, Internal Audit, Sarbanes-Oxley Act, sales, Customer Retention, Customer Satisfaction, Long-term Customer..., Customer Insight, Customer Acquisition, New Customer..., SaaS, Customer Engagement, Cloud Computing, Customer Experience, Leadership, Sales, Salesforce.com
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Bocconi University 2009 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
Travis Medina Travis Medina's Moss Adams LLP Experience November 2014 - Present
Job Staff Accountant at Moss Adams LLP
Industry Military
Experience
Moss Adams LLP November 2014 - Present
Air Force Research Laboratory December 2008 - October 2014
Skills
P&L Financial Management, Financial Accounting, Sales, Public Speaking, Analysis, Program Management, Microsoft Excel, Management, Government, Microsoft Word, Data Analysis, Security Clearance, Research, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Moss Adams LLP November 2014 - Present
Air Force Research Laboratory December 2008 - October 2014
Skills
P&L Financial Management, Financial Accounting, Sales, Public Speaking, Analysis, Program Management, Microsoft Excel, Management, Government, Microsoft Word, Data Analysis, Security Clearance, Research, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Michelle Dunlap Michelle Dunlap's Moss Adams LLP Experience June 2012 - September 2013
Job Tax Manager at Palmer & Company
Industry Accounting
Experience
Palmer & Company June 2014 - Present
Burgmaier & Associates, Inc. dba Burgmaier Palmer & Company September 2013 - May 2014
Moss Adams LLP June 2012 - September 2013
Moss Adams LLP September 2006 - June 2012
Ivener and Demkovich, CPAs January 1999 - September 2006
Law Offices of Raymond G. Sanchez 1996 - 1999
Skills
Tax Research, Accounting, CPA, Tax, Corporate Tax, Tax Accounting, Partnership Taxation, Income Tax, Tax Returns, QuickBooks, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Palmer & Company June 2014 - Present
Burgmaier & Associates, Inc. dba Burgmaier Palmer & Company September 2013 - May 2014
Moss Adams LLP June 2012 - September 2013
Moss Adams LLP September 2006 - June 2012
Ivener and Demkovich, CPAs January 1999 - September 2006
Law Offices of Raymond G. Sanchez 1996 - 1999
Skills
Tax Research, Accounting, CPA, Tax, Corporate Tax, Tax Accounting, Partnership Taxation, Income Tax, Tax Returns, QuickBooks, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Lana Liu Lana Liu's Moss Adams LLP Experience February 2004 - October 2007
Job Sr. Business Analyst at PPG Aerospace
Industry Aviation & Aerospace
Experience
PPG Industries March 2014 - Present
Meggitt Safety Systems October 2011 - March 2014
Nexgen Pharma May 2010 - October 2011
Amsino International Inc November 2007 - July 2010
Moss Adams LLP February 2004 - October 2007
Skills
Accounting, Customer Service, Financial Analysis, Month End Close, Variance Analysis, Tax, Tax Preparation, Income Tax, Corporate Tax, Financial Audits, Cost Accounting, Government Contracting, SOX 404, P&L Analysis, Mandarin, Microsoft Excel, R, Oracle, QuickBooks, Fixed Assets
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Portland 1900 — 1900
BA, Accounting
Passed Level II of the CFA (Charted Financial Analyst) Program
PPG Industries March 2014 - Present
Meggitt Safety Systems October 2011 - March 2014
Nexgen Pharma May 2010 - October 2011
Amsino International Inc November 2007 - July 2010
Moss Adams LLP February 2004 - October 2007
Skills
Accounting, Customer Service, Financial Analysis, Month End Close, Variance Analysis, Tax, Tax Preparation, Income Tax, Corporate Tax, Financial Audits, Cost Accounting, Government Contracting, SOX 404, P&L Analysis, Mandarin, Microsoft Excel, R, Oracle, QuickBooks, Fixed Assets
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Portland 1900 — 1900
BA, Accounting
Passed Level II of the CFA (Charted Financial Analyst) Program
Adam Gonzales Adam Gonzales's Moss Adams LLP Experience November 2010 - January 2013
Job Risk Advisory Senior Associate at Weaver
Industry Accounting
Experience
Weaver January 2013 - Present
The Venture Market January 2012 - April 2014
Moss Adams LLP November 2010 - January 2013
Nuveen Investments January 2010 - June 2010
Apple October 2007 - September 2008
Skills
Auditing, Accounting, Financial Analysis, Financial Accounting, Management, Budgets, Analysis, Internal Controls, Finance, Financial Reporting, Entrepreneurship, Product Management, Product Launch, Market Research, Financial Statements, GAAP, Risk Analysis, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master's Degree, Technology Commercialization, 3.6/4.0
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
Master of Accounting, Accounting, 3.8/4.0
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
B.B.A, Finance and Organizational Management
Weaver January 2013 - Present
The Venture Market January 2012 - April 2014
Moss Adams LLP November 2010 - January 2013
Nuveen Investments January 2010 - June 2010
Apple October 2007 - September 2008
Skills
Auditing, Accounting, Financial Analysis, Financial Accounting, Management, Budgets, Analysis, Internal Controls, Finance, Financial Reporting, Entrepreneurship, Product Management, Product Launch, Market Research, Financial Statements, GAAP, Risk Analysis, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master's Degree, Technology Commercialization, 3.6/4.0
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
Master of Accounting, Accounting, 3.8/4.0
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
B.B.A, Finance and Organizational Management
Sandy Schwank, CPA Sandy Schwank, CPA's Moss Adams LLP Experience January 2009 - March 2015
Job Cost Analyst
Industry Accounting
Experience
Sandia National Laboratories April 2015 - Present
Moss Adams LLP January 2009 - March 2015
Skills
US GAAP, Internal Controls, GAAP, Assurance, Auditing, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Single Audit, CPA, External Audit, Financial Statements, Revenue Recognition, General Ledger
Education
The University of New Mexico 2007 — 2008
Master's degree, Accounting
The University of New Mexico 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Sandia National Laboratories April 2015 - Present
Moss Adams LLP January 2009 - March 2015
Skills
US GAAP, Internal Controls, GAAP, Assurance, Auditing, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Single Audit, CPA, External Audit, Financial Statements, Revenue Recognition, General Ledger
Education
The University of New Mexico 2007 — 2008
Master's degree, Accounting
The University of New Mexico 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Constance Woo Constance Woo's Moss Adams LLP Experience October 2013 - January 2015
Job Tax Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2013 - January 2015
McGladrey January 2013 - April 2013
BeachHouse.com March 2012 - January 2013
Caplee Corporation January 2012 - April 2012
UC Irvine, Writing Project November 2011 - March 2012
Cantrell, Harris and Associates June 2009 - October 2009
Skills
Consulting, Accounting, Tax Preparation, Project Based, Invoicing, Customer Service, Financial Statements, Analysis, Budgets, Tax, Microsoft Office, Research, Administrative..., Financial Analysis, Data Analysis, Start-ups, Filing, Public Speaking, QuickBooks, Income Tax, Nonprofits, Event Planning, Mandarin, Sarbanes-Oxley Act, Time Management, Financial Reporting, Accounts Receivable, PowerPoint, Account Reconciliation, Access, Teamwork, Finance, Entrepreneurship, Google Docs, Social Networking, Variance Analysis, Management, Microsoft Publisher, Outlook, Microsoft Excel, GAAP, Auditing, Pivot Tables, Internal Controls, Eviews, Microsoft Word, Financial Accounting, Data Entry, Spreadsheets, Accounts Payable
Education
University of California, Irvine 2010 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting
Abraham Lincoln High 2006 — 2010
High School Diploma
Moss Adams LLP October 2013 - January 2015
McGladrey January 2013 - April 2013
BeachHouse.com March 2012 - January 2013
Caplee Corporation January 2012 - April 2012
UC Irvine, Writing Project November 2011 - March 2012
Cantrell, Harris and Associates June 2009 - October 2009
Skills
Consulting, Accounting, Tax Preparation, Project Based, Invoicing, Customer Service, Financial Statements, Analysis, Budgets, Tax, Microsoft Office, Research, Administrative..., Financial Analysis, Data Analysis, Start-ups, Filing, Public Speaking, QuickBooks, Income Tax, Nonprofits, Event Planning, Mandarin, Sarbanes-Oxley Act, Time Management, Financial Reporting, Accounts Receivable, PowerPoint, Account Reconciliation, Access, Teamwork, Finance, Entrepreneurship, Google Docs, Social Networking, Variance Analysis, Management, Microsoft Publisher, Outlook, Microsoft Excel, GAAP, Auditing, Pivot Tables, Internal Controls, Eviews, Microsoft Word, Financial Accounting, Data Entry, Spreadsheets, Accounts Payable
Education
University of California, Irvine 2010 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting
Abraham Lincoln High 2006 — 2010
High School Diploma
Etty Goldstein Etty Goldstein's Moss Adams LLP Experience November 2014 - Present
Job Auditor at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2014 - Present
PwC Espiñeira Pacheco y Asociados July 2007 - January 2014
Representaciones AS-AD (Nine West) April 2007 - May 2007
Plumrose Latinoamericana C.A. January 2005 - February 2007
Skills
Auditing, SAP, Internal Controls, External Audit, Teamwork, Microsoft Office, IFRS, Microsoft Excel, Project Management, Financial Analysis, Spanish, Internal Audit
Education
Kaplan International 2014 — 2014
Eglish, Intensive Academic Semester of English
Universidad Rafael Belloso Chacín 2002 — 2008
Bachelor of Science (B.S.), Accounting
Centro de Estudios Avanzados (CEDIC) 2005 — 2006
Diploma in Tax Management, Taxation
Centro de Adiestramiento y Desarrollo Integral, S.R.L. (CADI, S.R.L.) 2004 — 2005
Accountant and Administrative Assistant, Accounting
Moss Adams LLP November 2014 - Present
PwC Espiñeira Pacheco y Asociados July 2007 - January 2014
Representaciones AS-AD (Nine West) April 2007 - May 2007
Plumrose Latinoamericana C.A. January 2005 - February 2007
Skills
Auditing, SAP, Internal Controls, External Audit, Teamwork, Microsoft Office, IFRS, Microsoft Excel, Project Management, Financial Analysis, Spanish, Internal Audit
Education
Kaplan International 2014 — 2014
Eglish, Intensive Academic Semester of English
Universidad Rafael Belloso Chacín 2002 — 2008
Bachelor of Science (B.S.), Accounting
Centro de Estudios Avanzados (CEDIC) 2005 — 2006
Diploma in Tax Management, Taxation
Centro de Adiestramiento y Desarrollo Integral, S.R.L. (CADI, S.R.L.) 2004 — 2005
Accountant and Administrative Assistant, Accounting
Susan Alfieri Susan Alfieri's Moss Adams LLP Experience April 2012 - March 2014
Job Marketing Manager, Deloitte LLP
Industry Marketing and Advertising
Experience
Deloitte October 2015 - Present
Deloitte March 2014 - October 2015
Moss Adams LLP April 2012 - March 2014
Grant Thornton LLP September 2011 - April 2012
Financial Women's Association May 2011 - April 2012
Grant Thornton LLP July 2006 - September 2011
AIG June 2003 - July 2006
AIG March 2001 - June 2003
Hill & Knowlton March 2000 - March 2001
Rosica Strategic Public Relations 1997 - 1999
Education
University of California, Berkeley 2006 — 2011
NYU School of Continuing Education 2003 — 2004
William Paterson University of New Jersey 1995 — 2000
Bachelor of Arts
Wayne Hills High School
Deloitte October 2015 - Present
Deloitte March 2014 - October 2015
Moss Adams LLP April 2012 - March 2014
Grant Thornton LLP September 2011 - April 2012
Financial Women's Association May 2011 - April 2012
Grant Thornton LLP July 2006 - September 2011
AIG June 2003 - July 2006
AIG March 2001 - June 2003
Hill & Knowlton March 2000 - March 2001
Rosica Strategic Public Relations 1997 - 1999
Education
University of California, Berkeley 2006 — 2011
NYU School of Continuing Education 2003 — 2004
William Paterson University of New Jersey 1995 — 2000
Bachelor of Arts
Wayne Hills High School
George Ward, CPA, MBA George Ward, CPA, MBA's Moss Adams LLP Experience 2004 - 2005
Job CFO
Industry Apparel & Fashion
Experience
Olukai November 2010 - Present
Podium Distribution June 2005 - October 2010
PODIUM EUROPE 2005 - 2008
Moss Adams LLP 2004 - 2005
Deloitte and Touche June 1998 - June 2002
Skills
Financial Analysis, Accounting, Tax, Internal Controls, Finance, Strategic Planning, Auditing, Forecasting, Sarbanes-Oxley Act, CPA, Due Diligence, Financial Reporting
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance, Operations
University of California, Santa Barbara 1994 — 1998
BA, Economics
Olukai November 2010 - Present
Podium Distribution June 2005 - October 2010
PODIUM EUROPE 2005 - 2008
Moss Adams LLP 2004 - 2005
Deloitte and Touche June 1998 - June 2002
Skills
Financial Analysis, Accounting, Tax, Internal Controls, Finance, Strategic Planning, Auditing, Forecasting, Sarbanes-Oxley Act, CPA, Due Diligence, Financial Reporting
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance, Operations
University of California, Santa Barbara 1994 — 1998
BA, Economics
Sheila Herrera, CPA Sheila Herrera, CPA's Moss Adams LLP Experience July 2006 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2006 - Present
Clyde Sanchez, CPA 2002 - 2006
Skills
Internal Controls, US GAAP, Government, Auditing, Sarbanes-Oxley Act, Accounting, Internal Audit, Corporate Tax, CPA, Forecasting, General Ledger, Budgets, GAAP, Tax Returns, Financial Accounting, Assurance, Tax, Financial Reporting, Financial Statements, Tax Accounting, Revenue Recognition, Tax Research, Financial Analysis, Tax Preparation, QuickBooks, Income Tax, Financial Audits, Partnership Taxation, External Audit, Forensic Accounting
Education
The University of New Mexico 2002 — 2006
Masters of Accountacy
Espanola Valley HIgh
Moss Adams LLP July 2006 - Present
Clyde Sanchez, CPA 2002 - 2006
Skills
Internal Controls, US GAAP, Government, Auditing, Sarbanes-Oxley Act, Accounting, Internal Audit, Corporate Tax, CPA, Forecasting, General Ledger, Budgets, GAAP, Tax Returns, Financial Accounting, Assurance, Tax, Financial Reporting, Financial Statements, Tax Accounting, Revenue Recognition, Tax Research, Financial Analysis, Tax Preparation, QuickBooks, Income Tax, Financial Audits, Partnership Taxation, External Audit, Forensic Accounting
Education
The University of New Mexico 2002 — 2006
Masters of Accountacy
Espanola Valley HIgh
Kelley Gastineau's Moss Adams LLP Experience 2008 - 2009
Job Manager at Nathan Associates
Industry Financial Services
Experience
Nathan Associates June 2009 - Present
Moss Adams LLP 2008 - 2009
Deloitte October 2003 - December 2006
PricewaterhouseCoopers September 2001 - October 2003
PwC March 2000 - September 2001
PwC August 1998 - March 2000
Skills
Budgets, Financial Analysis, Business Development, Valuation, Analysis, Forensic Accounting, Market Research, Recruiting
Education
.
University of California, Irvine
BA
Nathan Associates June 2009 - Present
Moss Adams LLP 2008 - 2009
Deloitte October 2003 - December 2006
PricewaterhouseCoopers September 2001 - October 2003
PwC March 2000 - September 2001
PwC August 1998 - March 2000
Skills
Budgets, Financial Analysis, Business Development, Valuation, Analysis, Forensic Accounting, Market Research, Recruiting
Education
.
University of California, Irvine
BA
Rowena Luu's Moss Adams LLP Experience August 2014 - Present
Job Senior Associate | Business Risk Management & Control Solutions at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2014 - Present
Farmers & Merchants Bank of Long Beach May 2013 - July 2014
Lindquist LLP August 2011 - May 2013
Skills
Bank Reconciliation, Internal Controls, Auditing, Financial Statement..., FDICIA, Consolidated Financial..., Audits of Employee..., Government Accounting, Cash Management, ADP Payroll, Operational Due..., Retail Banking, Cash Flow Forecasting, Year-end Close, Risk Assessment, Accountants, Monthly Close, Cost Accounting, Operational Risk..., Sarbanes-Oxley Act, Financial Accounting, Accounting
Education
University of California, Irvine
B.A, Business Economics
Moss Adams LLP August 2014 - Present
Farmers & Merchants Bank of Long Beach May 2013 - July 2014
Lindquist LLP August 2011 - May 2013
Skills
Bank Reconciliation, Internal Controls, Auditing, Financial Statement..., FDICIA, Consolidated Financial..., Audits of Employee..., Government Accounting, Cash Management, ADP Payroll, Operational Due..., Retail Banking, Cash Flow Forecasting, Year-end Close, Risk Assessment, Accountants, Monthly Close, Cost Accounting, Operational Risk..., Sarbanes-Oxley Act, Financial Accounting, Accounting
Education
University of California, Irvine
B.A, Business Economics
Dena Herbolich Dena Herbolich's Moss Adams LLP Experience January 1993 - Present
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 1993 - Present
Skills
Financial Reporting, Employee Benefits, ESOP, Tax Preparation, GAAP, Tax, Defined Contribution, Tax Research, Corporate Tax, Accounting, Income Tax, Defined Benefit, Auditing, Assurance, Financial Accounting, Internal Controls, SEC filings, Financial Analysis, CPA, US GAAP, Revenue Recognition, Financial Statements, Tax Accounting
Education
University of Arizona 1987 — 1992
BS, Accounting
Moss Adams LLP January 1993 - Present
Skills
Financial Reporting, Employee Benefits, ESOP, Tax Preparation, GAAP, Tax, Defined Contribution, Tax Research, Corporate Tax, Accounting, Income Tax, Defined Benefit, Auditing, Assurance, Financial Accounting, Internal Controls, SEC filings, Financial Analysis, CPA, US GAAP, Revenue Recognition, Financial Statements, Tax Accounting
Education
University of Arizona 1987 — 1992
BS, Accounting
Buddy Voit's Moss Adams LLP Experience 1990 - 1991
Job Chief Financial Officer at Vericare Management, Inc.
Industry Hospital & Health Care
Experience
Vericare Management, Inc. January 2013 - Present
Accretive Services of San Diego, LLC January 2012 - Present
LifeCare Solutions, Inc. December 2007 - April 2011
Primary Provider Management Company, Inc. January 1997 - December 2007
Primary Provider Management Company, Inc. October 1992 - March 1997
Bennett O. Voit, CPA 1991 - 1997
Great American Health Plan 1993 - 1996
Moss Adams LLP 1990 - 1991
Laventhol and Horwath, CPAs 1985 - 1990
Skills
Finance, Acquisitions, Strategic Planning, Budgets, Mergers, Cost reduction, Due Diligence
Education
University at Albany, SUNY 1973 — 1977
BS, Accounting
Vericare Management, Inc. January 2013 - Present
Accretive Services of San Diego, LLC January 2012 - Present
LifeCare Solutions, Inc. December 2007 - April 2011
Primary Provider Management Company, Inc. January 1997 - December 2007
Primary Provider Management Company, Inc. October 1992 - March 1997
Bennett O. Voit, CPA 1991 - 1997
Great American Health Plan 1993 - 1996
Moss Adams LLP 1990 - 1991
Laventhol and Horwath, CPAs 1985 - 1990
Skills
Finance, Acquisitions, Strategic Planning, Budgets, Mergers, Cost reduction, Due Diligence
Education
University at Albany, SUNY 1973 — 1977
BS, Accounting
Everett Trujillo Everett Trujillo's Moss Adams LLP Experience November 2006 - February 2012
Job Partner Axiom CPAs and Business Advisors
Industry Accounting
Experience
Axiom CPAs and Business Advisors 2012 - Present
Moss Adams LLP November 2006 - February 2012
New Mexico Taxation and Revenue Department January 1998 - November 2006
Honeywell Defense and Avionics March 1996 - December 1998
Skills
Tax, Auditing, Accounting, State Tax, Analysis, Sales & Use Tax, GAAP, CPA, Internal Controls, Tax Research, US GAAP, Tax Accounting, Corporate Tax, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Income Tax, Financial Analysis, General Ledger, QuickBooks
Education
College of Santa Fe
MBA, Management Information Services
The University of New Mexico - Robert O. Anderson School of Management
BBA, Accounting
Axiom CPAs and Business Advisors 2012 - Present
Moss Adams LLP November 2006 - February 2012
New Mexico Taxation and Revenue Department January 1998 - November 2006
Honeywell Defense and Avionics March 1996 - December 1998
Skills
Tax, Auditing, Accounting, State Tax, Analysis, Sales & Use Tax, GAAP, CPA, Internal Controls, Tax Research, US GAAP, Tax Accounting, Corporate Tax, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Income Tax, Financial Analysis, General Ledger, QuickBooks
Education
College of Santa Fe
MBA, Management Information Services
The University of New Mexico - Robert O. Anderson School of Management
BBA, Accounting
Anita Wu Anita Wu's Moss Adams LLP Experience January 1998 - February 2000
Job Principal, Motion Picture and Television Participation Services at Green Hasson Janks
Industry Accounting
Experience
Green Hasson Janks July 2011 - Present
Green Hasson & Janks January 2010 - July 2011
Green Hasson & Janks October 2007 - December 2009
Sills & Gentille February 2000 - September 2007
Moss Adams LLP January 1998 - February 2000
Nigro Karlin Segal & Feldstein, LLP June 1997 - January 1998
Skills
Auditing, Accounting, Entertainment, Television, Film, Royalties, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, Budgets, Tax, Mergers & Acquisitions, Contractual Accounting, Forensic Accounting, Merchandising, Profit Participations, Participations
Education
University of California, Berkeley, Haas School of Business 1993 — 1996
Bachelor of Science Degree, Business Administration
Green Hasson Janks July 2011 - Present
Green Hasson & Janks January 2010 - July 2011
Green Hasson & Janks October 2007 - December 2009
Sills & Gentille February 2000 - September 2007
Moss Adams LLP January 1998 - February 2000
Nigro Karlin Segal & Feldstein, LLP June 1997 - January 1998
Skills
Auditing, Accounting, Entertainment, Television, Film, Royalties, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, Budgets, Tax, Mergers & Acquisitions, Contractual Accounting, Forensic Accounting, Merchandising, Profit Participations, Participations
Education
University of California, Berkeley, Haas School of Business 1993 — 1996
Bachelor of Science Degree, Business Administration
Jason Galloway Jason Galloway's Moss Adams LLP Experience January 2006 - May 2014
Job Associate Controller
Industry Accounting
Experience
University of New Mexico May 2014 - Present
Moss Adams LLP January 2006 - May 2014
Neff & Ricci 2002 - 2006
Skills
GAAP, Internal Controls, Audit, US GAAP, Auditing, Financial Accounting, OMB Circular A-133, Government Accounting, Government, Assurance, Real Estate, Non-profits, Nonprofits, Construction, Insurance, Property & Casualty..., Workers Compensation, Health Insurance
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
BBA, Accounting
University of New Mexico May 2014 - Present
Moss Adams LLP January 2006 - May 2014
Neff & Ricci 2002 - 2006
Skills
GAAP, Internal Controls, Audit, US GAAP, Auditing, Financial Accounting, OMB Circular A-133, Government Accounting, Government, Assurance, Real Estate, Non-profits, Nonprofits, Construction, Insurance, Property & Casualty..., Workers Compensation, Health Insurance
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
BBA, Accounting
Rebeccah MacQuigg, CPA, MBA's Moss Adams LLP Experience July 2008 - September 2010
Job Principal at MacQuigg Financial
Industry Accounting
Experience
MacQuigg Financial September 2010 - Present
PwC 2013 - 2013
PwC 2013 - 2013
Moss Adams LLP July 2008 - September 2010
US New Mexico Federal Credit Union 1997 - 2000
Skills
Excel, Quickbooks, CCH - ProSystem fx Suite, Peachtree, Microsoft Office, Great Plains, ACL, Pivot Tables, Trust Accounting, Tax Preparation, Bookkeeping, Auditing, Corporate Tax, Corporate Treasury, Small Business, Non-Profit Accounting, Governmental Accounting, Internal Controls, SOX, Financial Accounting, Payroll Processing, Single Audit - OMB..., Loan File Review, Derivative Accounting, US GAAP, GAAS, IFRS, GAGAS, CCH ProSystem fx, Microsoft Excel, Accounting, Sarbanes-Oxley Act, QuickBooks, Government Accounting, Yellow Book, Variance Analysis, Assurance, Access Lists, Financial Statements, Internal Audit, Tax
Education
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2008
BBA, MBA, Accounting
MacQuigg Financial September 2010 - Present
PwC 2013 - 2013
PwC 2013 - 2013
Moss Adams LLP July 2008 - September 2010
US New Mexico Federal Credit Union 1997 - 2000
Skills
Excel, Quickbooks, CCH - ProSystem fx Suite, Peachtree, Microsoft Office, Great Plains, ACL, Pivot Tables, Trust Accounting, Tax Preparation, Bookkeeping, Auditing, Corporate Tax, Corporate Treasury, Small Business, Non-Profit Accounting, Governmental Accounting, Internal Controls, SOX, Financial Accounting, Payroll Processing, Single Audit - OMB..., Loan File Review, Derivative Accounting, US GAAP, GAAS, IFRS, GAGAS, CCH ProSystem fx, Microsoft Excel, Accounting, Sarbanes-Oxley Act, QuickBooks, Government Accounting, Yellow Book, Variance Analysis, Assurance, Access Lists, Financial Statements, Internal Audit, Tax
Education
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2008
BBA, MBA, Accounting
Kaitlin Beardwood Kaitlin Beardwood's Moss Adams LLP Experience June 2009 - November 2012
Job Financial Reporting Accountant at Green Diamond Resource Company
Industry Accounting
Experience
Green Diamond Resource Company January 2014 - Present
Green Diamond Resource Company May 2013 - December 2013
Self Employed November 2012 - May 2013
Moss Adams LLP June 2009 - November 2012
Scholten Roofing, Inc. June 2006 - August 2008
Rader Farms Inc. June 2007 - August 2007
Skills
US GAAP, Accounts Payable, CCH ProSystem fx, CPA, FASB, Financial Reporting, Assurance, Auditing, Financial Accounting, cgma, Accounting, Financial Statements
Education
Western Washington University 2009 — 2009
Accounting
Trinity Western University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Green Diamond Resource Company January 2014 - Present
Green Diamond Resource Company May 2013 - December 2013
Self Employed November 2012 - May 2013
Moss Adams LLP June 2009 - November 2012
Scholten Roofing, Inc. June 2006 - August 2008
Rader Farms Inc. June 2007 - August 2007
Skills
US GAAP, Accounts Payable, CCH ProSystem fx, CPA, FASB, Financial Reporting, Assurance, Auditing, Financial Accounting, cgma, Accounting, Financial Statements
Education
Western Washington University 2009 — 2009
Accounting
Trinity Western University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Iris Chan Iris Chan's Moss Adams LLP Experience January 2015 - Present
Job Senior Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
Moss Adams LLP November 2011 - December 2014
Harvey & Company LLC April 2010 - June 2010
Cyber A Café September 2009 - May 2010
Skills
Accounting, Tax, CPA, Leadership, Financial Accounting, GAAP, US GAAP, Internal Audit, Financial Reporting, Tax Research, Microsoft Office, Microsoft Word, Microsoft Excel, Corporate Tax, Mergers & Acquisitions, Finance, Financial Analysis
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), Business Economics
Moss Adams LLP January 2015 - Present
Moss Adams LLP November 2011 - December 2014
Harvey & Company LLC April 2010 - June 2010
Cyber A Café September 2009 - May 2010
Skills
Accounting, Tax, CPA, Leadership, Financial Accounting, GAAP, US GAAP, Internal Audit, Financial Reporting, Tax Research, Microsoft Office, Microsoft Word, Microsoft Excel, Corporate Tax, Mergers & Acquisitions, Finance, Financial Analysis
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), Business Economics
Desa Conniff Desa Conniff's Moss Adams LLP Experience January 2013 - March 2014
Job District Court Clerk at King County, WA
Industry Financial Services
Experience
King County, WA April 2014 - Present
John S Conniff, PLLC July 2012 - July 2014
Moss Adams LLP January 2013 - March 2014
Beecher & Conniff June 2012 - November 2012
Sevilla Global April 2012 - June 2012
Junta de Andalucía October 2010 - May 2012
Beecher & Conniff June 2009 - May 2010
Skills
PowerPoint, Wordpress, Economics, Translation, Elite Enterprise, QuickBooks, NeatReceipts, Microsoft Office, Best Case, Teaching English as a..., Customer Service, Tutoring, Analysis, Microsoft Word, English, Microsoft Excel, Spanish
Education
Universidad Pablo de Olavide 2011 — 2012
Masters, Translation and Interpretation
University of Washington 2005 — 2010
Bachelor of Arts, Economics
King County, WA April 2014 - Present
John S Conniff, PLLC July 2012 - July 2014
Moss Adams LLP January 2013 - March 2014
Beecher & Conniff June 2012 - November 2012
Sevilla Global April 2012 - June 2012
Junta de Andalucía October 2010 - May 2012
Beecher & Conniff June 2009 - May 2010
Skills
PowerPoint, Wordpress, Economics, Translation, Elite Enterprise, QuickBooks, NeatReceipts, Microsoft Office, Best Case, Teaching English as a..., Customer Service, Tutoring, Analysis, Microsoft Word, English, Microsoft Excel, Spanish
Education
Universidad Pablo de Olavide 2011 — 2012
Masters, Translation and Interpretation
University of Washington 2005 — 2010
Bachelor of Arts, Economics
Zhabiz Edwards's Moss Adams LLP Experience January 2009 - September 2011
Job Consultant
Industry Accounting
Experience
BMT Acquisition LLC February 2013 - April 2015
Robert Half Finance & Accounting March 2012 - January 2013
Tricore Reference Laboratory June 2012 - December 2012
Sun Healthcare Group March 2012 - September 2012
ABQ Health Partners September 2011 - February 2012
Moss Adams LLP January 2009 - September 2011
Pulakos CPAs PC 2008 - 2008
Diva Limousine, Ltd. 2007 - 2007
Skills
Auditing, Business Analysis, Single Audit, Corporate Finance, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Reporting, CPA, General Ledger, Financial Accounting, Financial Analysis, Financial Statements, Assurance, Management, US GAAP
Education
The University of New Mexico 2005 — 2008
Master of Accounting
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
Master of Accountancy, Accounting, A
BMT Acquisition LLC February 2013 - April 2015
Robert Half Finance & Accounting March 2012 - January 2013
Tricore Reference Laboratory June 2012 - December 2012
Sun Healthcare Group March 2012 - September 2012
ABQ Health Partners September 2011 - February 2012
Moss Adams LLP January 2009 - September 2011
Pulakos CPAs PC 2008 - 2008
Diva Limousine, Ltd. 2007 - 2007
Skills
Auditing, Business Analysis, Single Audit, Corporate Finance, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Reporting, CPA, General Ledger, Financial Accounting, Financial Analysis, Financial Statements, Assurance, Management, US GAAP
Education
The University of New Mexico 2005 — 2008
Master of Accounting
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
Master of Accountancy, Accounting, A
Brandon Solwick, CPA Brandon Solwick, CPA's Moss Adams LLP Experience July 2011 - October 2013
Job Business Management Professional at Sandia National Laboratories
Industry Accounting
Experience
Sandia National Laboratories April 2015 - Present
PNM Resources (PNMR) October 2013 - April 2015
Moss Adams LLP July 2011 - October 2013
Moss Adams LLP July 2008 - June 2011
Moss Adams LLP June 2006 - June 2008
Skills
CPA, GAAP, US GAAP, Assurance, Auditing, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Internal Audit, Financial Analysis, General Ledger, External Audit, Employee Training, Technical Accounting..., Financial Statements, Corporate Finance, Financial Audits, Financial Modeling, Government Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Master of Accounting, Accounting, Graduate
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
BA, Accounting
Sandia National Laboratories April 2015 - Present
PNM Resources (PNMR) October 2013 - April 2015
Moss Adams LLP July 2011 - October 2013
Moss Adams LLP July 2008 - June 2011
Moss Adams LLP June 2006 - June 2008
Skills
CPA, GAAP, US GAAP, Assurance, Auditing, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Internal Audit, Financial Analysis, General Ledger, External Audit, Employee Training, Technical Accounting..., Financial Statements, Corporate Finance, Financial Audits, Financial Modeling, Government Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Master of Accounting, Accounting, Graduate
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
BA, Accounting
Lynn McIntier's Moss Adams LLP Experience July 2005 - June 2010
Job IT Audit Senior Manager at SingerLewak LLP
Industry Information Technology and Services
Experience
SingerLewak LLP April 2011 - Present
Moss Adams LLP July 2005 - June 2010
Irving Tanning Company January 1988 - January 2005
Skills
ERP, Management, Strategic Planning, Auditing, CISA, Sarbanes-Oxley Act, IT Audit, Management Consulting, Internal Audit, Strategy, Cross-functional Team..., Internal Controls, Due Diligence, Analysis, Sarbanes-Oxley, SSAE16/SOC Reports, Information Technology, Consulting, Governance, Enterprise Risk..., Project Management, Business Process..., SAP, IT Strategy, Business Analysis, Business Intelligence, COBIT, IT Management, Databases, Integration, Cloud Computing, Access, SDLC, SaaS, PCI DSS, Disaster Recovery, SAS70, Security, Process Improvement, SharePoint
Education
Thomas College
BS, Business Administration, Information Technology
SingerLewak LLP April 2011 - Present
Moss Adams LLP July 2005 - June 2010
Irving Tanning Company January 1988 - January 2005
Skills
ERP, Management, Strategic Planning, Auditing, CISA, Sarbanes-Oxley Act, IT Audit, Management Consulting, Internal Audit, Strategy, Cross-functional Team..., Internal Controls, Due Diligence, Analysis, Sarbanes-Oxley, SSAE16/SOC Reports, Information Technology, Consulting, Governance, Enterprise Risk..., Project Management, Business Process..., SAP, IT Strategy, Business Analysis, Business Intelligence, COBIT, IT Management, Databases, Integration, Cloud Computing, Access, SDLC, SaaS, PCI DSS, Disaster Recovery, SAS70, Security, Process Improvement, SharePoint
Education
Thomas College
BS, Business Administration, Information Technology
Andrea Dowell, CPA's Moss Adams LLP Experience November 2009 - April 2012
Job Accounting Manager at the City of Mukilteo
Industry Accounting
Experience
City of Mukilteo March 2015 - Present
Issaquah Drug Free Community Coalition October 2014 - March 2015
City of Issaquah April 2012 - March 2015
Moss Adams LLP November 2009 - April 2012
Education
University of Washington 2005 — 2009
Bachelor, Economics
University of Washington, Michael G. Foster School of Business 2005 — 2009
Bachelor, Accounting
Universiteit van Tilburg 2007 — 2007
Arlington High School 2001 — 2005
City of Mukilteo March 2015 - Present
Issaquah Drug Free Community Coalition October 2014 - March 2015
City of Issaquah April 2012 - March 2015
Moss Adams LLP November 2009 - April 2012
Education
University of Washington 2005 — 2009
Bachelor, Economics
University of Washington, Michael G. Foster School of Business 2005 — 2009
Bachelor, Accounting
Universiteit van Tilburg 2007 — 2007
Arlington High School 2001 — 2005
Kinman Tong, CPA Kinman Tong, CPA's Moss Adams LLP Experience August 2008 - Present
Job Senior Manager Health Care and Government, NotforProfit & Regulated Entities Services at Moss Adams
Industry Hospital & Health Care
Experience
Moss Adams LLP August 2008 - Present
Deloitte Financial Advisory Services LLP July 2007 - July 2008
The AsiaConnect (Young Professional) - TheCulturalConnect May 2006 - October 2007
Deloitte September 2003 - July 2007
Alumwire, LLC February 2007 - June 2007
Haas School of Business 2001 - 2003
Skills
Non-profits, Government, Foundations, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Financial Modeling, Compliance, Business Strategy, Management Consulting, Healthcare, Auditing, Financial Management, Financial Planning, Strategic Planning, Audit, Governance, Due Diligence, Professional Services, Preparation, Engagement, Senior Living, Community Health, Hospitals, Clinics, Healthcare Management, Long Term Care, Single Audit, HUD, Health Plans, Forensic Accounting, Forensic Investigations, Compliance Audits, Government Compliance, Charities, Financial Advisory, Consulting, Internal Controls, Finance, CPA, Assurance, GAAP, Fraud, External Audit, Analysis, Litigation Support, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
Bachelor of Science, Business Administration (concentrations in Accounting, Finance, and Strategic Planning)
Moss Adams LLP August 2008 - Present
Deloitte Financial Advisory Services LLP July 2007 - July 2008
The AsiaConnect (Young Professional) - TheCulturalConnect May 2006 - October 2007
Deloitte September 2003 - July 2007
Alumwire, LLC February 2007 - June 2007
Haas School of Business 2001 - 2003
Skills
Non-profits, Government, Foundations, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Financial Modeling, Compliance, Business Strategy, Management Consulting, Healthcare, Auditing, Financial Management, Financial Planning, Strategic Planning, Audit, Governance, Due Diligence, Professional Services, Preparation, Engagement, Senior Living, Community Health, Hospitals, Clinics, Healthcare Management, Long Term Care, Single Audit, HUD, Health Plans, Forensic Accounting, Forensic Investigations, Compliance Audits, Government Compliance, Charities, Financial Advisory, Consulting, Internal Controls, Finance, CPA, Assurance, GAAP, Fraud, External Audit, Analysis, Litigation Support, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
Bachelor of Science, Business Administration (concentrations in Accounting, Finance, and Strategic Planning)
Steven O. Schultz Steven O. Schultz's Moss Adams LLP Experience March 1997 - Present
Job Senior Business Development Executive
Industry Accounting
Experience
Moss Adams LLP March 1997 - Present
Bank of America; Chase Manhattan Bank; First Interstate Bank 1977 - 1997
United States Air Force 1974 - 1977
Skills
Strategy, Business Development, Finance, Business Strategy, Financial Analysis, Financial Services, Mergers & Acquisitions, Management, Due Diligence, Budgets, Executive Management, Leadership, Business Planning, Strategic Planning, Auditing, Management Consulting, Financial Modeling, Corporate Finance, Business Process..., Competitive Analysis, Private Equity, Tax, Accounting, Start-ups, Credit, Risk Management, Banking, Mergers, Forecasting, Consulting, Negotiation, Strategic Financial..., Portfolio Management, Financial Reporting, Sales, Team Building, Valuation, Sales Management, Marketing Strategy, Entrepreneurship, Team Leadership, New Business Development, Analysis, CPA, Managerial Finance, Venture Capital, Strategic Partnerships, Restructuring, Small Business, Budget
Education
University of Southern California
Bachelor Arts, With Honors, Social Science/Economics
The University of North Dakota
Masters of Business Administration, Business/Marketing
Moss Adams LLP March 1997 - Present
Bank of America; Chase Manhattan Bank; First Interstate Bank 1977 - 1997
United States Air Force 1974 - 1977
Skills
Strategy, Business Development, Finance, Business Strategy, Financial Analysis, Financial Services, Mergers & Acquisitions, Management, Due Diligence, Budgets, Executive Management, Leadership, Business Planning, Strategic Planning, Auditing, Management Consulting, Financial Modeling, Corporate Finance, Business Process..., Competitive Analysis, Private Equity, Tax, Accounting, Start-ups, Credit, Risk Management, Banking, Mergers, Forecasting, Consulting, Negotiation, Strategic Financial..., Portfolio Management, Financial Reporting, Sales, Team Building, Valuation, Sales Management, Marketing Strategy, Entrepreneurship, Team Leadership, New Business Development, Analysis, CPA, Managerial Finance, Venture Capital, Strategic Partnerships, Restructuring, Small Business, Budget
Education
University of Southern California
Bachelor Arts, With Honors, Social Science/Economics
The University of North Dakota
Masters of Business Administration, Business/Marketing
Jacob Ray Jacob Ray's Moss Adams LLP Experience January 2014 - Present
Job Business Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
University of New Mexico- Foreign Languages & Literature Department February 2013 - November 2013
Rudy’s Country Store and Bar-B-Q February 2011 - September 2013
Beta Alpha Psi 2013 - 2013
RoadRunner Produce September 2008 - June 2010
Skills
Interpersonal Skill, Leadership, Accounting, Customer Service, Communication, Databases, QuickBooks, Microsoft Excel, Access, Visio, Microsoft Word, Account Reconciliation, Budgets, Tax Preparation, Financial Statements, Auditing, CPA
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2013
Master's Degree, Accounting, 3.79
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Bachelor of Business Administration, Accounting
Moss Adams LLP January 2014 - Present
University of New Mexico- Foreign Languages & Literature Department February 2013 - November 2013
Rudy’s Country Store and Bar-B-Q February 2011 - September 2013
Beta Alpha Psi 2013 - 2013
RoadRunner Produce September 2008 - June 2010
Skills
Interpersonal Skill, Leadership, Accounting, Customer Service, Communication, Databases, QuickBooks, Microsoft Excel, Access, Visio, Microsoft Word, Account Reconciliation, Budgets, Tax Preparation, Financial Statements, Auditing, CPA
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2013
Master's Degree, Accounting, 3.79
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Bachelor of Business Administration, Accounting
Katherine Gilmer Katherine Gilmer's Moss Adams LLP Experience January 2015 - Present
Job Senior Consultant at Moss Adams LLP
Industry Hospital & Health Care
Experience
Moss Adams LLP January 2015 - Present
Women in Health Administration of Southern California July 2013 - Present
Moss Adams LLP January 2013 - January 2015
COPE Health Solutions June 2011 - January 2013
COPE Health Solutions January 2011 - July 2011
Steve and Kate's Camp June 2008 - August 2010
Skills
Public Speaking, Healthcare, Community Outreach, Adobe Acrobat, Public Health, Project Management, Microsoft Office, Strategic Planning, Hospitals, Management, Strategy, Medicare, Health Policy
Education
University of California, Los Angeles 2015 — 2017
Executive Masters of Public Health, Health Management
University of Southern California - Sol Price School of Public Policy 2008 — 2012
B.S. Public Policy, Management and Planning, Healthcare Administration
Marin Catholic High School 2004 — 2008
Moss Adams LLP January 2015 - Present
Women in Health Administration of Southern California July 2013 - Present
Moss Adams LLP January 2013 - January 2015
COPE Health Solutions June 2011 - January 2013
COPE Health Solutions January 2011 - July 2011
Steve and Kate's Camp June 2008 - August 2010
Skills
Public Speaking, Healthcare, Community Outreach, Adobe Acrobat, Public Health, Project Management, Microsoft Office, Strategic Planning, Hospitals, Management, Strategy, Medicare, Health Policy
Education
University of California, Los Angeles 2015 — 2017
Executive Masters of Public Health, Health Management
University of Southern California - Sol Price School of Public Policy 2008 — 2012
B.S. Public Policy, Management and Planning, Healthcare Administration
Marin Catholic High School 2004 — 2008
Tracy Cassidy Tracy Cassidy's Moss Adams LLP Experience April 2000 - May 2004
Job Certified Public Accountant and QuickBooks Pro Certified Advisor
Industry Accounting
Experience
Tracy Cassidy CPA SC January 2010 - Present
Chewonki Foundation 2010 - February 2013
2-1-1 San Diego May 2007 - December 2009
Tracy Peluso CPA APAC May 2004 - December 2009
TRACY PELUSO CPA APAC January 2004 - December 2009
Moss Adams LLP April 2000 - May 2004
Berlin Ramos & Company December 1995 - April 2000
Skills
Bookkeeping, GAAP, Payroll, CPA, Internal Controls, Non-profits, Cash Flow, Preparation, Tax, QuickBooks, Accounting, Tax Preparation, Financial Reporting, Nonprofits, Financial Statements, Accounts Receivable, Auditing, General Ledger, Budgets, Small Business, Finance
Education
University of Maryland College Park 1994 — 1995
Bachelor of Science (BS), Accounting
University of Arizona 1991 — 1994
Accounting
Tracy Cassidy CPA SC January 2010 - Present
Chewonki Foundation 2010 - February 2013
2-1-1 San Diego May 2007 - December 2009
Tracy Peluso CPA APAC May 2004 - December 2009
TRACY PELUSO CPA APAC January 2004 - December 2009
Moss Adams LLP April 2000 - May 2004
Berlin Ramos & Company December 1995 - April 2000
Skills
Bookkeeping, GAAP, Payroll, CPA, Internal Controls, Non-profits, Cash Flow, Preparation, Tax, QuickBooks, Accounting, Tax Preparation, Financial Reporting, Nonprofits, Financial Statements, Accounts Receivable, Auditing, General Ledger, Budgets, Small Business, Finance
Education
University of Maryland College Park 1994 — 1995
Bachelor of Science (BS), Accounting
University of Arizona 1991 — 1994
Accounting
Daniel LaCroix Daniel LaCroix's Moss Adams LLP Experience August 2014 - Present
Job at
Industry Accounting
Experience
Moss Adams LLP August 2014 - Present
Moss Adams LLP June 2014 - August 2014
Northern Arizona University January 2013 - June 2014
Citi September 2011 - July 2012
Citi January 2010 - September 2011
Skills
Financial Reporting, Banking, Accounting, Credit, Financial Accounting, Credit Risk, Credit Analysis, Cost Accounting, Auditing, Internal Controls, Financial Analysis, Insurance, Sarbanes-Oxley Act, Microsoft Excel, Time Management, General Ledger, GAAP, Microsoft Office, Microsoft Word
Education
Northern Arizona University, W.A. Franke College of Business 2012 — 2014
Bachelor of Science (B.S.), Accountancy, Senior
University of Arizona 2004 — 2010
Bachelor of Science (BS), Ecology and Evolutionary Biology
Moss Adams LLP August 2014 - Present
Moss Adams LLP June 2014 - August 2014
Northern Arizona University January 2013 - June 2014
Citi September 2011 - July 2012
Citi January 2010 - September 2011
Skills
Financial Reporting, Banking, Accounting, Credit, Financial Accounting, Credit Risk, Credit Analysis, Cost Accounting, Auditing, Internal Controls, Financial Analysis, Insurance, Sarbanes-Oxley Act, Microsoft Excel, Time Management, General Ledger, GAAP, Microsoft Office, Microsoft Word
Education
Northern Arizona University, W.A. Franke College of Business 2012 — 2014
Bachelor of Science (B.S.), Accountancy, Senior
University of Arizona 2004 — 2010
Bachelor of Science (BS), Ecology and Evolutionary Biology
Lisa Gibert's Moss Adams LLP Experience 1993 - 1998
Job President/CEO at Clark College Foundation
Industry Nonprofit Organization Management
Experience
Clark College Foundation January 2006 - Present
Rotary Club of Vancouver 2004 - Present
Clark College Foundation July 1998 - January 2006
Moss Adams LLP 1993 - 1998
Deloitte & Touche 1989 - 1992
Skills
Accounting, Auditing, Budgets, Coaching, Community Development, Community Outreach, Customer Service, Editing, Entrepreneurship, Estate Planning, Event Management, Finance, Event Planning, Grant Writing, Fundraising, Higher Education, Grants, Leadership, Management, Leadership Development, Media Relations, Microsoft Excel, Marketing, Microsoft Office, Non-profits, Microsoft Word, Organizational..., Nonprofits, PowerPoint, Program Development, Project Management, Philanthropy, Public Relations, Research, Public Speaking, Strategic Planning, Social Media, System Administration, Strategy, Team Building, Teaching, Volunteer Management, Training, Program Management
Education
University of California, Irvine - The Paul Merage School of Business 1987 — 1989
Master of Business Administration, Business
University of Oregon - Charles H. Lundquist College of Business 1979 — 1983
B.S. Business Administration, Finance
Clark College Foundation January 2006 - Present
Rotary Club of Vancouver 2004 - Present
Clark College Foundation July 1998 - January 2006
Moss Adams LLP 1993 - 1998
Deloitte & Touche 1989 - 1992
Skills
Accounting, Auditing, Budgets, Coaching, Community Development, Community Outreach, Customer Service, Editing, Entrepreneurship, Estate Planning, Event Management, Finance, Event Planning, Grant Writing, Fundraising, Higher Education, Grants, Leadership, Management, Leadership Development, Media Relations, Microsoft Excel, Marketing, Microsoft Office, Non-profits, Microsoft Word, Organizational..., Nonprofits, PowerPoint, Program Development, Project Management, Philanthropy, Public Relations, Research, Public Speaking, Strategic Planning, Social Media, System Administration, Strategy, Team Building, Teaching, Volunteer Management, Training, Program Management
Education
University of California, Irvine - The Paul Merage School of Business 1987 — 1989
Master of Business Administration, Business
University of Oregon - Charles H. Lundquist College of Business 1979 — 1983
B.S. Business Administration, Finance
Ethan Goodman Ethan Goodman's Moss Adams LLP Experience January 2006 - July 2008
Job Managing Member, Ethan Goodman CPA LLC
Industry Accounting
Experience
Ethan Goodman CPA LLC August 2008 - Present
Moss Adams LLP January 2006 - July 2008
Neff & Ricci LLP August 1996 - December 2005
Skills
CPA, Accounting, Tax Preparation, QuickBooks, Corporate Tax, General Ledger, Income Tax, International Tax, Tax Research, Tax Returns, Trusts
Education
The University of New Mexico - Robert O. Anderson School of Management 1990 — 1994
Masters, Accounting
The University of New Mexico - Robert O. Anderson School of Management 1975 — 1979
Bachelor of Business Administration, Accounting
Ethan Goodman CPA LLC August 2008 - Present
Moss Adams LLP January 2006 - July 2008
Neff & Ricci LLP August 1996 - December 2005
Skills
CPA, Accounting, Tax Preparation, QuickBooks, Corporate Tax, General Ledger, Income Tax, International Tax, Tax Research, Tax Returns, Trusts
Education
The University of New Mexico - Robert O. Anderson School of Management 1990 — 1994
Masters, Accounting
The University of New Mexico - Robert O. Anderson School of Management 1975 — 1979
Bachelor of Business Administration, Accounting
Brian Midwin, CPA Brian Midwin, CPA's Moss Adams LLP Experience 2001 - 2006
Job CPA, Finance Director
Industry Accounting
Experience
Midwin & Vogel, LLP - Certified Public Accountants 2014 - Present
The1stMovement 2009 - Present
ymarketing 2013 - Present
Midwin Accounting 2006 - Present
Asombroso Tequila 2006 - 2013
Focus on Cars 2006 - 2012
Gumiyo 2006 - 2009
Moss Adams, LLP 2001 - 2006
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Revenue Recognition, Managerial Finance, Strategic Planning, Corporate Finance, Accounting, SEC filings, Finance, Budgets, Social Media, Mergers & Acquisitions, Restructuring, Cash Management, Business Strategy, CPA, Due Diligence, US GAAP, Sarbanes-Oxley Act, Executive Management, GAAP, Strategic Financial..., Forecasting, Auditing, Tax, Cash Flow Forecasting, Internal Controls, Start-ups, Cash Flow, Consolidation, Mergers, SEC Filings
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
BS, Finance & Marketing
UCLA Anderson School of Management 2002 — 2003
Accounting
Midwin & Vogel, LLP - Certified Public Accountants 2014 - Present
The1stMovement 2009 - Present
ymarketing 2013 - Present
Midwin Accounting 2006 - Present
Asombroso Tequila 2006 - 2013
Focus on Cars 2006 - 2012
Gumiyo 2006 - 2009
Moss Adams, LLP 2001 - 2006
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Revenue Recognition, Managerial Finance, Strategic Planning, Corporate Finance, Accounting, SEC filings, Finance, Budgets, Social Media, Mergers & Acquisitions, Restructuring, Cash Management, Business Strategy, CPA, Due Diligence, US GAAP, Sarbanes-Oxley Act, Executive Management, GAAP, Strategic Financial..., Forecasting, Auditing, Tax, Cash Flow Forecasting, Internal Controls, Start-ups, Cash Flow, Consolidation, Mergers, SEC Filings
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
BS, Finance & Marketing
UCLA Anderson School of Management 2002 — 2003
Accounting
Megha Amin Megha Amin's Moss Adams LLP Experience January 2012 - Present
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2012 - Present
Moss Adams LLP March 2011 - January 2012
Mohler, Nixon & Williams November 2008 - March 2011
Mohler, Nixon & Williams November 2006 - November 2008
Education
University of California, Los Angeles 2004 — 2006
Bachelor of Arts, Economics
Moss Adams LLP January 2012 - Present
Moss Adams LLP March 2011 - January 2012
Mohler, Nixon & Williams November 2008 - March 2011
Mohler, Nixon & Williams November 2006 - November 2008
Education
University of California, Los Angeles 2004 — 2006
Bachelor of Arts, Economics
Corrine Zajac-Clarkson's Moss Adams LLP Experience January 2003 - Present
Job Supervisor at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2003 - Present
Albuquerque Publishing Company January 1997 - December 2003
Skills
Accounting, Single Audit, US GAAP, Internal Controls, Auditing, GAAP, Assurance, CPA, Accounts Receivable, General Ledger, Corporate Tax, Financial Statements, Tax Preparation
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2002
Bachelor of Business Administration, Accounting
Moss Adams LLP January 2003 - Present
Albuquerque Publishing Company January 1997 - December 2003
Skills
Accounting, Single Audit, US GAAP, Internal Controls, Auditing, GAAP, Assurance, CPA, Accounts Receivable, General Ledger, Corporate Tax, Financial Statements, Tax Preparation
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2002
Bachelor of Business Administration, Accounting
Ryan Luetkemeyer Ryan Luetkemeyer's Moss Adams LLP Experience May 2008 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2008 - Present
REDW LLC June 2001 - March 2008
Skills
Forensic Accounting, External Audit, Compliance Audits, Internal Audit, Efficiency Improvement, Accounting, Auditing, Audit, Internal Controls, Financial Reporting, Assurance, Performance Improvement, CPA, Big 4, QuickBooks, General Ledger, SOX 404
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
BBA, Accounting
Moss Adams LLP May 2008 - Present
REDW LLC June 2001 - March 2008
Skills
Forensic Accounting, External Audit, Compliance Audits, Internal Audit, Efficiency Improvement, Accounting, Auditing, Audit, Internal Controls, Financial Reporting, Assurance, Performance Improvement, CPA, Big 4, QuickBooks, General Ledger, SOX 404
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
BBA, Accounting
Diane Hack Diane Hack's Moss Adams LLP Experience January 2007 - January 2010
Job Assistant Controller at Farmers Equipment Company
Industry Accounting
Experience
Farmers Equipment Company October 2012 - Present
Varner Sytsma Herndon January 2010 - October 2012
Moss Adams LLP January 2007 - January 2010
Skills
Tax, CPA, Financial Reporting, International Tax, Accounting, Accounts Payable, QuickBooks, US GAAP, Accounts Receivable, Financial Analysis, Corporate Tax, GAAP, Tax Preparation, Auditing, Tax Accounting
Education
University of Alaska Southeast 1999 — 2006
BBA, Accounting
Farmers Equipment Company October 2012 - Present
Varner Sytsma Herndon January 2010 - October 2012
Moss Adams LLP January 2007 - January 2010
Skills
Tax, CPA, Financial Reporting, International Tax, Accounting, Accounts Payable, QuickBooks, US GAAP, Accounts Receivable, Financial Analysis, Corporate Tax, GAAP, Tax Preparation, Auditing, Tax Accounting
Education
University of Alaska Southeast 1999 — 2006
BBA, Accounting
Audrey J Jaramillo CPA CFE Audrey J Jaramillo CPA CFE's Moss Adams LLP Experience June 1998 - July 2012
Job Managing Partner at Jaramillo Accounting Group (JAG) LLC
Industry Accounting
Experience
Jaramillo Accounting Group (JAG) LLC 2013 - Present
Heinfeld, Meech, & Co., P.C. July 2012 - April 2013
Moss Adams LLP June 1998 - July 2012
Skills
Auditing, Assurance, GAAP, CPA, Nonprofits, US GAAP, Internal Controls, Accounting, Financial Reporting, Tax, Tax Preparation, SEC filings, Corporate Tax, Government, Financial Accounting, Projects, Tax Accounting, Budgets, Sarbanes-Oxley Act, Forensic Accounting, Partnership Taxation, Income Tax, QuickBooks, Tax Returns, External Audit, General Ledger, Certified Fraud Examiner
Education
The University of New Mexico - Robert O. Anderson School of Management 1993 — 1998
BBA, Accounting
Moriarty High School 1989 — 1993
Salutatorian, High School Diploma
Jaramillo Accounting Group (JAG) LLC 2013 - Present
Heinfeld, Meech, & Co., P.C. July 2012 - April 2013
Moss Adams LLP June 1998 - July 2012
Skills
Auditing, Assurance, GAAP, CPA, Nonprofits, US GAAP, Internal Controls, Accounting, Financial Reporting, Tax, Tax Preparation, SEC filings, Corporate Tax, Government, Financial Accounting, Projects, Tax Accounting, Budgets, Sarbanes-Oxley Act, Forensic Accounting, Partnership Taxation, Income Tax, QuickBooks, Tax Returns, External Audit, General Ledger, Certified Fraud Examiner
Education
The University of New Mexico - Robert O. Anderson School of Management 1993 — 1998
BBA, Accounting
Moriarty High School 1989 — 1993
Salutatorian, High School Diploma
Karen Halle Karen Halle's Moss Adams LLP Experience July 2011 - December 2012
Job Senior marketing, communications and development professional driving growth for service firms
Industry Marketing and Advertising
Experience
LEAD San Diego Inc January 2015 - Present
CONNECT December 2012 - November 2014
Moss Adams LLP July 2011 - December 2012
Moss Adams LLP April 2006 - July 2011
San Diego MIT Enterprise Forum July 2010 - June 2011
San Diego American Marketing Association 2008 - 2011
WTIA (formerly WSA) December 2004 - January 2006
SVForum (formerly Software Development Forum) August 2000 - December 2003
Panalign Partners March 1997 - June 2000
ISL Consulting February 1996 - February 1997
Skills
Email Marketing, Marketing Strategy, Social Media, Analytics, Fundraising, Content Development, Content Strategy, Content Management, Newsletter Production, Webinars, Proposal Creation, Event Management, Live Events, Writing Skills, Training Seminars, Partner Marketing, Strategic Planning, Start-ups, CRM, Strategy, Leadership, Marketing Communications, Social Media Marketing, Product Marketing, Proposal Writing, Program Management, Management, Budgets, Nonprofits, New Business Development, Strategic Partnerships, Newsletters, Sales, Advertising, Public Speaking, Lead Generation, Online Marketing, Marketing
Education
University of California, San Diego 2010 — 2010
UCLA 1991 — 1992
M.Ed.
University of Rochester 1984 — 1988
B.A.
LEAD San Diego Inc January 2015 - Present
CONNECT December 2012 - November 2014
Moss Adams LLP July 2011 - December 2012
Moss Adams LLP April 2006 - July 2011
San Diego MIT Enterprise Forum July 2010 - June 2011
San Diego American Marketing Association 2008 - 2011
WTIA (formerly WSA) December 2004 - January 2006
SVForum (formerly Software Development Forum) August 2000 - December 2003
Panalign Partners March 1997 - June 2000
ISL Consulting February 1996 - February 1997
Skills
Email Marketing, Marketing Strategy, Social Media, Analytics, Fundraising, Content Development, Content Strategy, Content Management, Newsletter Production, Webinars, Proposal Creation, Event Management, Live Events, Writing Skills, Training Seminars, Partner Marketing, Strategic Planning, Start-ups, CRM, Strategy, Leadership, Marketing Communications, Social Media Marketing, Product Marketing, Proposal Writing, Program Management, Management, Budgets, Nonprofits, New Business Development, Strategic Partnerships, Newsletters, Sales, Advertising, Public Speaking, Lead Generation, Online Marketing, Marketing
Education
University of California, San Diego 2010 — 2010
UCLA 1991 — 1992
M.Ed.
University of Rochester 1984 — 1988
B.A.
Michele Ellison Michele Ellison's Moss Adams LLP Experience May 2013 - June 2015
Job Contract Attorney at Gibbs Giden Locher Turner Senet & Wittbrodt LLP
Industry Law Practice
Experience
Gibbs Giden Locher Turner Senet & Wittbrodt LLP July 2015 - Present
Moss Adams LLP May 2013 - June 2015
PorchLight Entertainment June 2012 - December 2012
Dominican Hospital Santa Cruz June 2011 - August 2011
Dominican Hospital Santa Cruz July 2009 - September 2009
Skills
Westlaw, Legal Writing, Research, Public Speaking, Lexis, Legal Research, Litigation, Courts, Intellectual Property, Microsoft Excel, Microsoft Word
Education
Pepperdine University School of Law 2011 — 2014
Doctor of Law (J.D.)
UC Davis 2007 — 2011
B.A., Political Science, Philosophy
Notre Dame High School 2003 — 2007
Gibbs Giden Locher Turner Senet & Wittbrodt LLP July 2015 - Present
Moss Adams LLP May 2013 - June 2015
PorchLight Entertainment June 2012 - December 2012
Dominican Hospital Santa Cruz June 2011 - August 2011
Dominican Hospital Santa Cruz July 2009 - September 2009
Skills
Westlaw, Legal Writing, Research, Public Speaking, Lexis, Legal Research, Litigation, Courts, Intellectual Property, Microsoft Excel, Microsoft Word
Education
Pepperdine University School of Law 2011 — 2014
Doctor of Law (J.D.)
UC Davis 2007 — 2011
B.A., Political Science, Philosophy
Notre Dame High School 2003 — 2007
Erin Odom Erin Odom's Moss Adams LLP Experience January 2005 - March 2005
Job CPA, Tax Manager at GALLINA LLP
Industry Accounting
Experience
GALLINA LLP January 2013 - Present
GALLINA LLP January 2006 - December 2012
Moss Adams LLP January 2005 - March 2005
Skills
GAAP, Tax Preparation, Accounting, Financial Accounting, Tax Research, QuickBooks, CPA, Corporate Tax, Tax Returns, Income Tax, Tax Accounting
Education
University of California, Davis 2001 — 2005
Bachelor's Degree, Business/Managerial Economics
GALLINA LLP January 2013 - Present
GALLINA LLP January 2006 - December 2012
Moss Adams LLP January 2005 - March 2005
Skills
GAAP, Tax Preparation, Accounting, Financial Accounting, Tax Research, QuickBooks, CPA, Corporate Tax, Tax Returns, Income Tax, Tax Accounting
Education
University of California, Davis 2001 — 2005
Bachelor's Degree, Business/Managerial Economics
Simon Keemer, CPA, CGMA, ACA Simon Keemer, CPA, CGMA, ACA's Moss Adams LLP Experience June 2001 - May 2006
Job Trusted Adviser and Auditor
Industry Accounting
Experience
Dean Dorton Allen Ford, PLLC June 2008 - Present
Strothman & Company, PSC June 2006 - June 2008
Moss Adams LLP June 2001 - May 2006
KPMG, San Diego September 1999 - May 2001
KPMG, Birmingham, UK December 1997 - September 1999
Kidsons Impey September 1994 - December 1997
Skills
FAR, Auditing, GAAP, CPA, Assurance, Accounting, Financial Statements, Corporate Tax, Financial Accounting, Internal Controls, Tax, Tax Preparation, Financial Reporting, Income Tax, SEC filings, Tax Research, SEC Filings, Financial Analysis, Internal Audit, US GAAP, Sarbanes-Oxley Act, General Ledger, Finance, Strategic Planning, Budgets, Management, QuickBooks
Education
University of Birmingham 1991 — 1994
Bachelor of Arts (B.A.), History and American Studies
Dean Dorton Allen Ford, PLLC June 2008 - Present
Strothman & Company, PSC June 2006 - June 2008
Moss Adams LLP June 2001 - May 2006
KPMG, San Diego September 1999 - May 2001
KPMG, Birmingham, UK December 1997 - September 1999
Kidsons Impey September 1994 - December 1997
Skills
FAR, Auditing, GAAP, CPA, Assurance, Accounting, Financial Statements, Corporate Tax, Financial Accounting, Internal Controls, Tax, Tax Preparation, Financial Reporting, Income Tax, SEC filings, Tax Research, SEC Filings, Financial Analysis, Internal Audit, US GAAP, Sarbanes-Oxley Act, General Ledger, Finance, Strategic Planning, Budgets, Management, QuickBooks
Education
University of Birmingham 1991 — 1994
Bachelor of Arts (B.A.), History and American Studies
Cameron Holmes Cameron Holmes's Moss Adams LLP Experience August 2012 - September 2013
Job Tulane University Law School
Industry Law Practice
Experience
Moss Adams LLP August 2012 - September 2013
The Workshop LLC January 2012 - May 2012
Travis Resmondo Sod, Inc. May 2010 - September 2011
The Rathskeller Restaurant January 2009 - May 2010
BenefitExpo Consulting May 2009 - August 2009
Jeff Holmes, Attorney at Law May 2006 - August 2006
Skills
Microsoft Excel, Data Entry, Event Planning, Microsoft Office, Social Media, Communication, Cision, Accounting, Sales, Data Analysis
Education
Tulane University Law School 2014 — 2017
Doctor of Law (J.D.), Intellectual Property Law
University of Miami 2006 — 2010
BBA, French, Economics
Université Sorbonne Nouvelle (Paris III) 2008 — 2008
European History
All Saint's Academy
Moss Adams LLP August 2012 - September 2013
The Workshop LLC January 2012 - May 2012
Travis Resmondo Sod, Inc. May 2010 - September 2011
The Rathskeller Restaurant January 2009 - May 2010
BenefitExpo Consulting May 2009 - August 2009
Jeff Holmes, Attorney at Law May 2006 - August 2006
Skills
Microsoft Excel, Data Entry, Event Planning, Microsoft Office, Social Media, Communication, Cision, Accounting, Sales, Data Analysis
Education
Tulane University Law School 2014 — 2017
Doctor of Law (J.D.), Intellectual Property Law
University of Miami 2006 — 2010
BBA, French, Economics
Université Sorbonne Nouvelle (Paris III) 2008 — 2008
European History
All Saint's Academy
Cassie Worischeck's Moss Adams LLP Experience August 2014 - Present
Job Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2014 - Present
Moss Adams LLP June 2013 - August 2013
Grup SERHS June 2012 - July 2012
Skills
Accounting, PowerPoint, Microsoft Excel, Tax, Microsoft Word, Customer Service, Financial Analysis, Time Management, Auditing, Microsoft Office, Financial Accounting, CPA, Teamwork, QuickBooks, Social Media Marketing, Research, Outlook, Financial Reporting, Management, Management Accounting, Access
Education
University of Arizona, Eller College of Management 2013 — 2014
Master's Degree, Accountancy
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (BS), Accounting
Moss Adams LLP August 2014 - Present
Moss Adams LLP June 2013 - August 2013
Grup SERHS June 2012 - July 2012
Skills
Accounting, PowerPoint, Microsoft Excel, Tax, Microsoft Word, Customer Service, Financial Analysis, Time Management, Auditing, Microsoft Office, Financial Accounting, CPA, Teamwork, QuickBooks, Social Media Marketing, Research, Outlook, Financial Reporting, Management, Management Accounting, Access
Education
University of Arizona, Eller College of Management 2013 — 2014
Master's Degree, Accountancy
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (BS), Accounting
Ken Harvey Ken Harvey's Moss Adams LLP Experience July 2015 - Present
Job Partner, National Tax International Tax
Industry Financial Services
Experience
Moss Adams LLP July 2015 - Present
KPMG September 2008 - July 2015
Ernst & Young LLP May 1996 - August 2008
Arthur Andersen LLP February 1991 - May 1996
Price Waterhouse August 1988 - February 1991
State of California Department of Forestry and Fire Protection May 1984 - September 1984
Skills
Tax, Corporate Tax, International Tax, Transfer Pricing, Tax Advisory, Tax Accounting, Financial Services, Income Tax, Big 4, Tax Research, FIN 48, Partnership Taxation, US GAAP, CPA, Tax Law, IFRS, Due Diligence, Accounting
Education
University of California, Davis 1986 — 1988
MBA, Finance and Accounting
University of California, Davis 1980 — 1984
BS, Agricultural & Managerial Economics
Moss Adams LLP July 2015 - Present
KPMG September 2008 - July 2015
Ernst & Young LLP May 1996 - August 2008
Arthur Andersen LLP February 1991 - May 1996
Price Waterhouse August 1988 - February 1991
State of California Department of Forestry and Fire Protection May 1984 - September 1984
Skills
Tax, Corporate Tax, International Tax, Transfer Pricing, Tax Advisory, Tax Accounting, Financial Services, Income Tax, Big 4, Tax Research, FIN 48, Partnership Taxation, US GAAP, CPA, Tax Law, IFRS, Due Diligence, Accounting
Education
University of California, Davis 1986 — 1988
MBA, Finance and Accounting
University of California, Davis 1980 — 1984
BS, Agricultural & Managerial Economics
James Reider's Moss Adams LLP Experience May 2011 - June 2015
Job Staff Analyst Sales & Use Tax at Gap Inc.
Industry Accounting
Experience
Gap Inc. June 2015 - Present
Moss Adams LLP May 2011 - June 2015
Smith's Food and Drug February 2005 - May 2011
Skills
Accounting, Use Tax, State Tax Planning, Tax, Tax Research, Sales & Use Tax, Microsoft Excel, State Tax, Property Tax, Sales Tax, Payroll, Film Tax Credits, Multi-State Sales Tax, Account Reconciliation, Tax Credits, Income Tax, Corporate Tax, Financial Statements
Education
The University of New Mexico 2009 — 2013
BBA in Accounting, Business Administration; Accounting
The University of New Mexico - Robert O. Anderson School of Management
Gap Inc. June 2015 - Present
Moss Adams LLP May 2011 - June 2015
Smith's Food and Drug February 2005 - May 2011
Skills
Accounting, Use Tax, State Tax Planning, Tax, Tax Research, Sales & Use Tax, Microsoft Excel, State Tax, Property Tax, Sales Tax, Payroll, Film Tax Credits, Multi-State Sales Tax, Account Reconciliation, Tax Credits, Income Tax, Corporate Tax, Financial Statements
Education
The University of New Mexico 2009 — 2013
BBA in Accounting, Business Administration; Accounting
The University of New Mexico - Robert O. Anderson School of Management
Jessica Stewart, CPA Jessica Stewart, CPA's Moss Adams LLP Experience June 2014 - Present
Job Assurance Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2014 - Present
Moss Adams LLP December 2012 - June 2014
Moss Adams LLP June 2011 - December 2012
Sun Healthcare Group May 2010 - December 2010
Skills
CPA, US GAAP, Assurance, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Internal Audit, General Ledger, Financial Analysis, Account Reconciliation, GAAP, Financial Statements, External Audit
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Policy & Planning
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Moss Adams LLP June 2014 - Present
Moss Adams LLP December 2012 - June 2014
Moss Adams LLP June 2011 - December 2012
Sun Healthcare Group May 2010 - December 2010
Skills
CPA, US GAAP, Assurance, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Internal Audit, General Ledger, Financial Analysis, Account Reconciliation, GAAP, Financial Statements, External Audit
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Policy & Planning
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Gennie Clawson Gennie Clawson's Moss Adams LLP Experience 1996 - 1998
Job Whatcom Community College Foundation
Industry Nonprofit Organization Management
Experience
Whatcom Community College Foundation August 2015 - Present
Pickford Film Center July 2014 - July 2015
Bellingham Public School Foundation 2010 - June 2014
Whatcom Family YMCA 2003 - 2006
Moss Adams LLP 1996 - 1998
Skills
Fundraising, Non-profit..., Strategic Planning, Public Relations, Prospect Research, Stewardship, Event Management, Leadership Development, Program Development, Public Speaking, Social Media, Non-profit Board..., Annual Giving, Special Event..., Grant Writing, Marketing, Leadership
Education
UCLA 1980 — 1984
Bachelor of Arts (B.A.), Economics
Whatcom Community College Foundation August 2015 - Present
Pickford Film Center July 2014 - July 2015
Bellingham Public School Foundation 2010 - June 2014
Whatcom Family YMCA 2003 - 2006
Moss Adams LLP 1996 - 1998
Skills
Fundraising, Non-profit..., Strategic Planning, Public Relations, Prospect Research, Stewardship, Event Management, Leadership Development, Program Development, Public Speaking, Social Media, Non-profit Board..., Annual Giving, Special Event..., Grant Writing, Marketing, Leadership
Education
UCLA 1980 — 1984
Bachelor of Arts (B.A.), Economics
Elizabeth J. Bailey Elizabeth J. Bailey's Moss Adams LLP Experience January 2005 - March 2008
Job Investment Banking Senior Associate at Corner Capital Partners, LLC
Industry Investment Banking
Experience
Corner Capital Partners, LLC November 2013 - Present
United Way of Pierce County 2010 - Present
Westmark Products, Inc. April 2014 - December 2014
Pettit Oil Company October 2011 - March 2014
Marine View Ventures, Inc. March 2008 - September 2011
Moss Adams LLP January 2005 - March 2008
Skills
Investment Banking, Debt Restructuring, Business Valuation, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Strategic Planning, Cash Flow, Financial Analysis, GAAP, Internal Controls, Analysis, Forecasting, Finance, US GAAP, Auditing, Budgets
Education
Troy State University 2000 — 2002
Master of Business Administration (M.B.A.), International Business
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Arts (B.A.)
Corner Capital Partners, LLC November 2013 - Present
United Way of Pierce County 2010 - Present
Westmark Products, Inc. April 2014 - December 2014
Pettit Oil Company October 2011 - March 2014
Marine View Ventures, Inc. March 2008 - September 2011
Moss Adams LLP January 2005 - March 2008
Skills
Investment Banking, Debt Restructuring, Business Valuation, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Strategic Planning, Cash Flow, Financial Analysis, GAAP, Internal Controls, Analysis, Forecasting, Finance, US GAAP, Auditing, Budgets
Education
Troy State University 2000 — 2002
Master of Business Administration (M.B.A.), International Business
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Arts (B.A.)
Bonnie Dallum's Moss Adams LLP Experience July 2015 - Present
Job Senior Leader Risk l Compliance l Analytics
Industry Retail
Experience
Moss Adams LLP July 2015 - Present
Target November 2011 - Present
Target June 2007 - October 2011
Washington Mutual October 2004 - February 2007
Ernst & Young February 2004 - October 2004
Wells Fargo June 1998 - July 2002
PwC January 1997 - June 1998
Office of the Comptroller of the Currency January 1992 - December 1996
Skills
IT Audit, Internal Audit, Project Management, Business Intelligence, Process Improvement, Analysis, Leadership, Internal Controls, Data Analytics, Management, Business Analysis, Governance, Risk Assessment, Risk Management, Business Process..., Strategy, Data Analysis, Program Management, ACL Strategy, Compliance Analytics
Education
The University of North Dakota
BBA, Banking and Finance
Moss Adams LLP July 2015 - Present
Target November 2011 - Present
Target June 2007 - October 2011
Washington Mutual October 2004 - February 2007
Ernst & Young February 2004 - October 2004
Wells Fargo June 1998 - July 2002
PwC January 1997 - June 1998
Office of the Comptroller of the Currency January 1992 - December 1996
Skills
IT Audit, Internal Audit, Project Management, Business Intelligence, Process Improvement, Analysis, Leadership, Internal Controls, Data Analytics, Management, Business Analysis, Governance, Risk Assessment, Risk Management, Business Process..., Strategy, Data Analysis, Program Management, ACL Strategy, Compliance Analytics
Education
The University of North Dakota
BBA, Banking and Finance
Angela Law Angela Law's Moss Adams LLP Experience June 2015 - Present
Job Financial Institutions Consulting Staff at Moss Adams LLP
Industry
Experience
Moss Adams LLP June 2015 - Present
Wells Fargo Advisors July 2013 - June 2015
Volunteer Income Tax Assistant at UCLA October 2011 - May 2015
MoneyThink at UCLA April 2012 - September 2013
Ameriprise Financial Services, Inc. February 2013 - July 2013
Undergraduate Business Society October 2012 - June 2013
The Union Tribune, FS News 2007 - September 2012
Skills
Wealth Management, Finance, Accounting, Microsoft Office, Microsoft Excel, Management, PowerPoint, Public Speaking
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Mira Mesa High School 2007 — 2011
Moss Adams LLP June 2015 - Present
Wells Fargo Advisors July 2013 - June 2015
Volunteer Income Tax Assistant at UCLA October 2011 - May 2015
MoneyThink at UCLA April 2012 - September 2013
Ameriprise Financial Services, Inc. February 2013 - July 2013
Undergraduate Business Society October 2012 - June 2013
The Union Tribune, FS News 2007 - September 2012
Skills
Wealth Management, Finance, Accounting, Microsoft Office, Microsoft Excel, Management, PowerPoint, Public Speaking
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Mira Mesa High School 2007 — 2011
Jenny Harrington, CPA's Moss Adams LLP Experience Business Assurance ManagerMoss Adams LLPJune 2010 - Present
Job Business Assurance Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP Business Assurance ManagerMoss Adams LLPJune 2010 - Present
Skills
US GAAP, CPA, GAAP, Assurance, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Revenue Recognition, Financial Statements, Accounting, General Ledger, External Audit, OMB Circular A-133, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Masters of Accounting, Accounting
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2008
Bachelors of Business Administration, Accounting
Rio Rancho High School 2000 — 2004
Moss Adams LLP Business Assurance ManagerMoss Adams LLPJune 2010 - Present
Skills
US GAAP, CPA, GAAP, Assurance, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Revenue Recognition, Financial Statements, Accounting, General Ledger, External Audit, OMB Circular A-133, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Masters of Accounting, Accounting
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2008
Bachelors of Business Administration, Accounting
Rio Rancho High School 2000 — 2004
Valerie Selinger, CPA, CGMA Valerie Selinger, CPA, CGMA's Moss Adams LLP Experience June 2005 - July 2007
Job Corporate Accounting Manager at PNM Resources
Industry Utilities
Experience
PNM Resources March 2013 - Present
PNM Resources February 2012 - March 2013
PNM Resources June 2009 - February 2012
Ricci and Company LLC February 2008 - June 2009
PNM Resources July 2007 - February 2008
Moss Adams LLP June 2005 - July 2007
Skills
SOX, Auditing, Internal Controls, General Ledger, Internal Audit, Consolidation, Financial Accounting, GAAP, Financial Analysis, Compliance, PeopleSoft, Sarbanes-Oxley Act, Budgets, Finance, External Audit, Analysis, Variance Analysis, Financial Statements, Financial Modeling, Mergers & Acquisitions, Tax Accounting, Cash Management, SOX 404, Account Reconciliation, Bookkeeping, Financial Reporting, Sarbanes-Oxley, Revenue Recognition, Corporate Finance, SEC filings, Accounts Payable, Management, Business Process..., Journal Entries, Payroll, QuickBooks, Process Improvement, CPA, COSO, Due Diligence, Assurance, US GAAP, Accounting, Forecasting
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
BBA, Accounting
The University of New Mexico - Robert O. Anderson School of Management
PNM Resources March 2013 - Present
PNM Resources February 2012 - March 2013
PNM Resources June 2009 - February 2012
Ricci and Company LLC February 2008 - June 2009
PNM Resources July 2007 - February 2008
Moss Adams LLP June 2005 - July 2007
Skills
SOX, Auditing, Internal Controls, General Ledger, Internal Audit, Consolidation, Financial Accounting, GAAP, Financial Analysis, Compliance, PeopleSoft, Sarbanes-Oxley Act, Budgets, Finance, External Audit, Analysis, Variance Analysis, Financial Statements, Financial Modeling, Mergers & Acquisitions, Tax Accounting, Cash Management, SOX 404, Account Reconciliation, Bookkeeping, Financial Reporting, Sarbanes-Oxley, Revenue Recognition, Corporate Finance, SEC filings, Accounts Payable, Management, Business Process..., Journal Entries, Payroll, QuickBooks, Process Improvement, CPA, COSO, Due Diligence, Assurance, US GAAP, Accounting, Forecasting
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
BBA, Accounting
The University of New Mexico - Robert O. Anderson School of Management
Joe Standley Joe Standley's Moss Adams LLP Experience 2007 - 2012
Job Managing Principal at Ricci & Company, LLC
Industry Accounting
Experience
Ricci & Company, LLC January 2015 - Present
Ricci and Company, LLC November 2012 - Present
Moss Adams LLP 2007 - 2012
Skills
GAAP, Internal Controls, CPA, Financial Reporting, Tax Accounting, Tax Research, Corporate Tax, Financial Accounting, Assurance, Income Tax, US GAAP, Tax, Tax Preparation, Accounting, Auditing
Education
The University of Texas at San Antonio 1983 — 1986
Bachelor of Business Administration (BBA), Accounting
Ricci & Company, LLC January 2015 - Present
Ricci and Company, LLC November 2012 - Present
Moss Adams LLP 2007 - 2012
Skills
GAAP, Internal Controls, CPA, Financial Reporting, Tax Accounting, Tax Research, Corporate Tax, Financial Accounting, Assurance, Income Tax, US GAAP, Tax, Tax Preparation, Accounting, Auditing
Education
The University of Texas at San Antonio 1983 — 1986
Bachelor of Business Administration (BBA), Accounting
Justen Gomes Justen Gomes's Moss Adams LLP Experience July 2013 - Present
Job Senior Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2013 - Present
Apex Performance Solutions, LLC April 2013 - July 2013
Microsoft Licensing July 2012 - April 2013
Wild Island Family Adventure Park June 2011 - July 2012
The Home Depot February 2011 - July 2012
The Home Depot June 2009 - August 2010
The Home Depot August 2008 - June 2009
Skills
Access, Accounting, Project Management, Microsoft Excel, Operations Management, Business Analysis, Inventory Management, SAP, Customer Service, Inventory Control, Microsoft Office, Auditing, Financial Reporting, Payroll
Education
University of Nevada-Reno 2010 — 2013
Bachelor's in Business Administration, Accounting
Truckee Meadows Community College 2007 — 2010
Associate of Arts (A.A.), Criminal Justice and Corrections
Moss Adams LLP July 2013 - Present
Apex Performance Solutions, LLC April 2013 - July 2013
Microsoft Licensing July 2012 - April 2013
Wild Island Family Adventure Park June 2011 - July 2012
The Home Depot February 2011 - July 2012
The Home Depot June 2009 - August 2010
The Home Depot August 2008 - June 2009
Skills
Access, Accounting, Project Management, Microsoft Excel, Operations Management, Business Analysis, Inventory Management, SAP, Customer Service, Inventory Control, Microsoft Office, Auditing, Financial Reporting, Payroll
Education
University of Nevada-Reno 2010 — 2013
Bachelor's in Business Administration, Accounting
Truckee Meadows Community College 2007 — 2010
Associate of Arts (A.A.), Criminal Justice and Corrections
Chris Gilman Chris Gilman's Moss Adams LLP Experience March 2008 - October 2012
Job Director of Strategy Execution at Swan Global Investments, Inc
Industry Financial Services
Experience
Swan Global Investments November 2012 - Present
Moss Adams LLP March 2008 - October 2012
REDW June 2004 - February 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Financial Reporting, Corporate Finance, Strategic Financial..., Accounting, Risk Management, Managerial Finance, Finance, Strategic Planning, Investments, Business Strategy, Budgets, Forecasting, Internal Controls, Valuation, Business Planning, Auditing, Internal Audit, GAAP, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2004
Master of Business Administration (MBA), Finance, 4.0
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (BBA), Accounting, Economics Minor, 4.0
Swan Global Investments November 2012 - Present
Moss Adams LLP March 2008 - October 2012
REDW June 2004 - February 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Financial Reporting, Corporate Finance, Strategic Financial..., Accounting, Risk Management, Managerial Finance, Finance, Strategic Planning, Investments, Business Strategy, Budgets, Forecasting, Internal Controls, Valuation, Business Planning, Auditing, Internal Audit, GAAP, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2004
Master of Business Administration (MBA), Finance, 4.0
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (BBA), Accounting, Economics Minor, 4.0
Jacqueline Yu, JD, LL.M.'s Moss Adams LLP Experience April 2014 - June 2015
Job Attorney at Schwartz & Shapiro, LLP
Industry Law Practice
Experience
Schwartz & Shapiro, LLP July 2015 - Present
Moss Adams LLP April 2014 - June 2015
Santiago & Jones October 2013 - April 2014
Horton, Roberts & West LLP October 2008 - September 2013
U.S. Court of Appeals for the Ninth Circuit May 2006 - August 2006
San Diego Volunteer Lawyer Program May 2005 - August 2005
United Nations Association of the National Capitol Area May 2002 - September 2002
Skills
Estate Tax Planning, Trusts, Mediation, Pleadings, Tax Law, Corporate Tax, Personal Trust..., Tax, Business Law, Business Succession..., Hearings, Legal Research, Community Outreach, Estate Law, Estate Planning, Leadership, Legal Issues, Legal Writing, Litigation, Nonprofits, Wills, Interpersonal Skills
Education
UCLA School of Law 2007 — 2008
Master of Laws (LL.M.), Business Law - Tax Law Concentration
University of Notre Dame Law School 2004 — 2007
Doctor of Law (J.D.), Dean's List
UCLA 2000 — 2003
Bachelor of Arts (B.A.), Political Science (International Relations Concentration) and Asian American Studies, Cumulative: Cum Laude/Political Science Dept: Summa Cum Laude
Schwartz & Shapiro, LLP July 2015 - Present
Moss Adams LLP April 2014 - June 2015
Santiago & Jones October 2013 - April 2014
Horton, Roberts & West LLP October 2008 - September 2013
U.S. Court of Appeals for the Ninth Circuit May 2006 - August 2006
San Diego Volunteer Lawyer Program May 2005 - August 2005
United Nations Association of the National Capitol Area May 2002 - September 2002
Skills
Estate Tax Planning, Trusts, Mediation, Pleadings, Tax Law, Corporate Tax, Personal Trust..., Tax, Business Law, Business Succession..., Hearings, Legal Research, Community Outreach, Estate Law, Estate Planning, Leadership, Legal Issues, Legal Writing, Litigation, Nonprofits, Wills, Interpersonal Skills
Education
UCLA School of Law 2007 — 2008
Master of Laws (LL.M.), Business Law - Tax Law Concentration
University of Notre Dame Law School 2004 — 2007
Doctor of Law (J.D.), Dean's List
UCLA 2000 — 2003
Bachelor of Arts (B.A.), Political Science (International Relations Concentration) and Asian American Studies, Cumulative: Cum Laude/Political Science Dept: Summa Cum Laude
Julie Schroeder's Moss Adams LLP Experience July 2014 - Present
Job Senior Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP September 2012 - June 2014
Moss Adams LLP June 2011 - September 2011
PricewaterhouseCoopers June 2011 - June 2011
Astoria Golf & Country Club June 2010 - September 2010
J.Crew June 2008 - September 2010
Skills
Communication, Organization, Team Building, Connecting People, Hiking, Yoga, Tax Accounting, Leadership, Time Management, Microsoft Office, Financial Statements, Corporate Tax, GAAP, Management, Tax Preparation, Income Tax, Finance, Sales
Education
University of Denver 2008 — 2012
Bachelor's Degree, Accounting
Universidad de Granada 2011 — 2011
Spanish Study Abroad Program
Jesuit High School 2004 — 2008
High School
Moss Adams LLP July 2014 - Present
Moss Adams LLP September 2012 - June 2014
Moss Adams LLP June 2011 - September 2011
PricewaterhouseCoopers June 2011 - June 2011
Astoria Golf & Country Club June 2010 - September 2010
J.Crew June 2008 - September 2010
Skills
Communication, Organization, Team Building, Connecting People, Hiking, Yoga, Tax Accounting, Leadership, Time Management, Microsoft Office, Financial Statements, Corporate Tax, GAAP, Management, Tax Preparation, Income Tax, Finance, Sales
Education
University of Denver 2008 — 2012
Bachelor's Degree, Accounting
Universidad de Granada 2011 — 2011
Spanish Study Abroad Program
Jesuit High School 2004 — 2008
High School
Adam Cavin, CPA Adam Cavin, CPA's Moss Adams LLP Experience April 2008 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP April 2008 - Present
Pulte Homes June 2006 - April 2008
KPMG LLP January 2003 - June 2006
Skills
CPA, Member of AICPA, Auditing, SEC filings, Financial Reporting, Internal Controls, Financial Statements, Real Estate, Hospitality Industry, Construction Accounting, GAAP, US GAAP, Financial Accounting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Corporate Tax, Assurance
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
University of New Mexico 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Moss Adams LLP April 2008 - Present
Pulte Homes June 2006 - April 2008
KPMG LLP January 2003 - June 2006
Skills
CPA, Member of AICPA, Auditing, SEC filings, Financial Reporting, Internal Controls, Financial Statements, Real Estate, Hospitality Industry, Construction Accounting, GAAP, US GAAP, Financial Accounting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Corporate Tax, Assurance
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
University of New Mexico 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Ashley Douglass, CPA's Moss Adams LLP Experience June 2011 - July 2012
Job Research Assistant at University of Arkansas
Industry Accounting
Experience
University of Arkansas July 2012 - Present
Moss Adams LLP June 2011 - July 2012
Moss Adams LLP January 2007 - June 2011
Moss Adams LLP June 2005 - January 2007
Skills
Excel, Quickbooks, ACL, Auditing, Non-Profit Accounting, GAGAS, Single Audit - OMB..., US GAAP, Governmental Accounting, OMB Circular A-133
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
BBA, Accounting, 3.95 GPA
University of Arkansas July 2012 - Present
Moss Adams LLP June 2011 - July 2012
Moss Adams LLP January 2007 - June 2011
Moss Adams LLP June 2005 - January 2007
Skills
Excel, Quickbooks, ACL, Auditing, Non-Profit Accounting, GAGAS, Single Audit - OMB..., US GAAP, Governmental Accounting, OMB Circular A-133
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
BBA, Accounting, 3.95 GPA
Bee Mattox Bee Mattox's Moss Adams LLP Experience April 2004 - May 2007
Job Product Manager at HurryOut.com
Industry Entertainment
Experience
HurryOut.com January 2012 - Present
HIDDEN CITY ENTERTAINMENT January 2009 - May 2011
GEN CON LLC/ OFF THE GRID May 2007 - December 2008
Moss Adams LLP April 2004 - May 2007
Skills
Management, Payroll, Training, Customer Service, Accounts Receivable, Account Reconciliation, Product Management, Sales, Financial Analysis, Quality Assurance, Analysis, Invoicing, Administrative..., Editing, Time Management
Education
UC Davis 1996 — 2000
BA, Psychology, minor in Child Development
HurryOut.com January 2012 - Present
HIDDEN CITY ENTERTAINMENT January 2009 - May 2011
GEN CON LLC/ OFF THE GRID May 2007 - December 2008
Moss Adams LLP April 2004 - May 2007
Skills
Management, Payroll, Training, Customer Service, Accounts Receivable, Account Reconciliation, Product Management, Sales, Financial Analysis, Quality Assurance, Analysis, Invoicing, Administrative..., Editing, Time Management
Education
UC Davis 1996 — 2000
BA, Psychology, minor in Child Development
Brian Johansing's Moss Adams LLP Experience January 2012 - December 2012
Job Senior Tax Accountant
Industry Accounting
Experience
Glenn Burdette Tax AssociateBregante + Company LLPJanuary 2013 - May 2015
Moss Adams LLP January 2012 - December 2012
Deer Valley Resort November 2008 - April 2009
Skills
Corporate Tax, Microsoft Office, Research, Microsoft Excel, Public Speaking, Microsoft Word, Accounting, Auditing, Nonprofits, Tax Research, Tax, Partnership Taxation, Tax Preparation, Income Tax, ProSystem fx Tax, High Net Worth..., International Tax, QuickBooks, Tax Returns, General Ledger, Financial Statements
Education
Santa Clara University 2011 — 2011
Graduate Certificate, Accounting
University of California, Los Angeles 2004 — 2008
B.A., Political Science
Glenn Burdette Tax AssociateBregante + Company LLPJanuary 2013 - May 2015
Moss Adams LLP January 2012 - December 2012
Deer Valley Resort November 2008 - April 2009
Skills
Corporate Tax, Microsoft Office, Research, Microsoft Excel, Public Speaking, Microsoft Word, Accounting, Auditing, Nonprofits, Tax Research, Tax, Partnership Taxation, Tax Preparation, Income Tax, ProSystem fx Tax, High Net Worth..., International Tax, QuickBooks, Tax Returns, General Ledger, Financial Statements
Education
Santa Clara University 2011 — 2011
Graduate Certificate, Accounting
University of California, Los Angeles 2004 — 2008
B.A., Political Science
Katherine Petrie Katherine Petrie's Moss Adams LLP Experience August 2013 - September 2013
Job Safety Specialist at Gilead Sciences
Industry Higher Education
Experience
Gilead Sciences September 2014 - Present
Genentech October 2013 - September 2014
Moss Adams LLP August 2013 - September 2013
Irvine Institute of Technology April 2013 - June 2013
Campus Assault Resources and Education September 2012 - June 2013
UC Irvine September 2010 - June 2013
Campus Assault Resources and Education January 2013 - March 2013
American Campus Communities January 2012 - June 2012
Centro para los Adolescentes de San Miguel de Allende June 2011 - September 2011
Walk-In-Clinic 2005 - 2009
Skills
Cultural Sensitivity, Spanish-speaking, Highly personable, Crisis Management, Public Relations, Fundraising, Problem Solving, Conflict Management, Editing, Data Analysis, Recruiting, SPSS, Community Outreach, Program Development, Prevention, Spanish, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
CSP Sexual Assault Crisis Counselor Training 2013 — 2014
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Public Health
Gilead Sciences September 2014 - Present
Genentech October 2013 - September 2014
Moss Adams LLP August 2013 - September 2013
Irvine Institute of Technology April 2013 - June 2013
Campus Assault Resources and Education September 2012 - June 2013
UC Irvine September 2010 - June 2013
Campus Assault Resources and Education January 2013 - March 2013
American Campus Communities January 2012 - June 2012
Centro para los Adolescentes de San Miguel de Allende June 2011 - September 2011
Walk-In-Clinic 2005 - 2009
Skills
Cultural Sensitivity, Spanish-speaking, Highly personable, Crisis Management, Public Relations, Fundraising, Problem Solving, Conflict Management, Editing, Data Analysis, Recruiting, SPSS, Community Outreach, Program Development, Prevention, Spanish, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
CSP Sexual Assault Crisis Counselor Training 2013 — 2014
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Public Health
Justin Hersh, CPA Justin Hersh, CPA's Moss Adams LLP Experience December 2012 - February 2014
Job Senior Tax Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Montrose Environmental Group February 2014 - January 2015
Moss Adams LLP December 2012 - February 2014
Wright Ford Young & Co. August 2012 - October 2012
Deloitte February 2010 - July 2012
McKennon, Wilson & Morgan, LLP November 2007 - February 2010
UC Irvine April 2004 - June 2005
Skills
Tax, Accounting, Tax Advisory, QuickBooks, Financial Accounting, Business Tax Planning, High Net Worth..., Financial Reporting, GAAP, Small Business, Financial Analysis, Microsoft Office, Tax Preparation, CPA, Tax Research, Financial Statements, Corporate Tax, Tax Returns
Education
University of California, Irvine 2002 — 2007
BA, Economics
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Montrose Environmental Group February 2014 - January 2015
Moss Adams LLP December 2012 - February 2014
Wright Ford Young & Co. August 2012 - October 2012
Deloitte February 2010 - July 2012
McKennon, Wilson & Morgan, LLP November 2007 - February 2010
UC Irvine April 2004 - June 2005
Skills
Tax, Accounting, Tax Advisory, QuickBooks, Financial Accounting, Business Tax Planning, High Net Worth..., Financial Reporting, GAAP, Small Business, Financial Analysis, Microsoft Office, Tax Preparation, CPA, Tax Research, Financial Statements, Corporate Tax, Tax Returns
Education
University of California, Irvine 2002 — 2007
BA, Economics
Shivali Kumar Shivali Kumar's Moss Adams LLP Experience May 2015 - Present
Job Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2015 - Present
India Spices & Groceries Inc. October 2007 - Present
KAYGEN Inc August 2014 - May 2015
Deloitte September 2013 - May 2014
Bank of America June 2010 - October 2012
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Auditing, Microsoft Office, PowerPoint, Microsoft Word, US GAAP, Data Analysis, Sarbanes-Oxley Act, Internal Controls, Business Analysis, Time Management, Outlook, Finance, Leadership, Windows
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Arnold O. Beckman High School 2005 — 2009
Moss Adams LLP May 2015 - Present
India Spices & Groceries Inc. October 2007 - Present
KAYGEN Inc August 2014 - May 2015
Deloitte September 2013 - May 2014
Bank of America June 2010 - October 2012
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Auditing, Microsoft Office, PowerPoint, Microsoft Word, US GAAP, Data Analysis, Sarbanes-Oxley Act, Internal Controls, Business Analysis, Time Management, Outlook, Finance, Leadership, Windows
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Arnold O. Beckman High School 2005 — 2009
Arlene Chan's Moss Adams LLP Experience March 2009 - Present
Job
Industry Accounting
Experience
Moss Adams LLP March 2009 - Present
Skills
Sarbanes-Oxley Act, Auditing, SEC filings, GAAP, US GAAP, Internal Controls, CPA, Accounting, External Audit
Education
University of California, Berkeley 1989 — 1993
BA, Political Economy of Industrial Societies
Phillips Exeter Academy 1987 — 1989
Diocesan Girls' School
Moss Adams LLP March 2009 - Present
Skills
Sarbanes-Oxley Act, Auditing, SEC filings, GAAP, US GAAP, Internal Controls, CPA, Accounting, External Audit
Education
University of California, Berkeley 1989 — 1993
BA, Political Economy of Industrial Societies
Phillips Exeter Academy 1987 — 1989
Diocesan Girls' School
Cam Bruce's Moss Adams LLP Experience July 2007 - August 2012
Job Architect at West Monroe Partners
Industry Information Technology and Services
Experience
West Monroe Partners January 2014 - Present
Madrona Solutions Group August 2012 - December 2013
Moss Adams LLP July 2007 - August 2012
Avanade February 2005 - July 2007
Robert Half Technology August 2004 - February 2005
Skills
Microsoft SQL Server, .NET, Business Intelligence, C#, Windows Phone, Windows Azure, ASP.NET Web API, ASP.NET MVC, SSIS, REST, SSRS, SharePoint, OAuth, ASP.NET, Microsoft CRM, SQL Server, XML, T-SQL, Visual Studio, Data Warehousing, IIS, JavaScript, LINQ, ADO.NET, Web Services, WinForms, SQL Azure, Testing, SDLC, Software Development, Consulting, Agile Methodologies
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
Bachelor of Business Administration, Management of Information Systems
West Monroe Partners January 2014 - Present
Madrona Solutions Group August 2012 - December 2013
Moss Adams LLP July 2007 - August 2012
Avanade February 2005 - July 2007
Robert Half Technology August 2004 - February 2005
Skills
Microsoft SQL Server, .NET, Business Intelligence, C#, Windows Phone, Windows Azure, ASP.NET Web API, ASP.NET MVC, SSIS, REST, SSRS, SharePoint, OAuth, ASP.NET, Microsoft CRM, SQL Server, XML, T-SQL, Visual Studio, Data Warehousing, IIS, JavaScript, LINQ, ADO.NET, Web Services, WinForms, SQL Azure, Testing, SDLC, Software Development, Consulting, Agile Methodologies
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
Bachelor of Business Administration, Management of Information Systems
Maria Fidalgo's Moss Adams LLP Experience January 2005 - February 2008
Job Audit and Accounting Bureau Manager at NM Public Education Department
Industry Accounting
Experience
UNM Anderson School of Management January 2011 - Present
NM Public Education Department November 2010 - Present
NM Public Education Department November 2010 - October 2011
NM Department of Finance nd Administration February 2008 - October 2010
Moss Adams LLP January 2005 - February 2008
Education
The University of New Mexico - Robert O. Anderson School of Management
UNM Anderson School of Management January 2011 - Present
NM Public Education Department November 2010 - Present
NM Public Education Department November 2010 - October 2011
NM Department of Finance nd Administration February 2008 - October 2010
Moss Adams LLP January 2005 - February 2008
Education
The University of New Mexico - Robert O. Anderson School of Management
Steven Gin, CISA's Moss Adams LLP Experience November 2013 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2013 - Present
Moss Adams LLP June 2011 - November 2013
THQ November 2009 - May 2011
CNM, LLP October 2008 - November 2009
Grant Thornton August 2007 - October 2008
Grant Thornton July 2005 - July 2007
BDO Seidman October 2004 - June 2005
BDO Seidman September 2002 - September 2004
UCLA Daily Bruin 1998 - 1999
Skills
SOX, Internal Controls, Audit, Compliance, IT Audit, Auditing, Internal Audit, Risk, ACL, SAP, SAP R/3, SAS70, ITGC, Logical Security, Segregation of Duties, Sarbanes-Oxley Act, Financial Risk, COSO Framework, COSO ERM, Controls Assessment, General Controls, Assurance, Sarbanes-Oxley, US GAAP, Risk Management, CISA, SOX 404, SEC filings, Enterprise Risk..., Information Security..., Access Lists, CPA, Big 4, COSO, GAAP, IFRS, Financial Audits, Consolidation, Forensic Accounting, Financial Accounting, Financial Reporting, SEC Filings
Education
University of California, Los Angeles 1998 — 2002
B.A., Economics
Eagle Rock Jr./Sr. High School 1995 — 1998
North Hollywood High School 1995 — 1998
Castelar Elementary School
Moss Adams LLP November 2013 - Present
Moss Adams LLP June 2011 - November 2013
THQ November 2009 - May 2011
CNM, LLP October 2008 - November 2009
Grant Thornton August 2007 - October 2008
Grant Thornton July 2005 - July 2007
BDO Seidman October 2004 - June 2005
BDO Seidman September 2002 - September 2004
UCLA Daily Bruin 1998 - 1999
Skills
SOX, Internal Controls, Audit, Compliance, IT Audit, Auditing, Internal Audit, Risk, ACL, SAP, SAP R/3, SAS70, ITGC, Logical Security, Segregation of Duties, Sarbanes-Oxley Act, Financial Risk, COSO Framework, COSO ERM, Controls Assessment, General Controls, Assurance, Sarbanes-Oxley, US GAAP, Risk Management, CISA, SOX 404, SEC filings, Enterprise Risk..., Information Security..., Access Lists, CPA, Big 4, COSO, GAAP, IFRS, Financial Audits, Consolidation, Forensic Accounting, Financial Accounting, Financial Reporting, SEC Filings
Education
University of California, Los Angeles 1998 — 2002
B.A., Economics
Eagle Rock Jr./Sr. High School 1995 — 1998
North Hollywood High School 1995 — 1998
Castelar Elementary School
Chad Flaherty, CPA's Moss Adams LLP Experience January 2008 - Present
Job Assurance Senior Manager, Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2008 - Present
Education
University of Arizona, Eller College of Management 2002 — 2007
MAcc, Accounting
Moss Adams LLP January 2008 - Present
Education
University of Arizona, Eller College of Management 2002 — 2007
MAcc, Accounting
Tithi Talukdar's Moss Adams LLP Experience March 2015 - Present
Job SR. IT Consultant, Moss Adams LLP
Industry Information Technology and Services
Experience
Moss Adams LLP March 2015 - Present
KPMG LLP August 2010 - July 2012
Hitachi Data Systems December 2000 - September 2011
Aspect Communications May 2000 - July 2000
Spectrian, Inc, USA November 1999 - April 2000
Price waterhouse coopers 1997 - 1999
Development Consultants Limited September 1993 - September 1997
Skills
Oracle E-Business Suite, Oracle, Oracle Applications, Sarbanes-Oxley, IT Audit, GRC, IT Governance, SDLC, Internal Controls, Visio, Sarbanes-Oxley Act, Business Analysis, Consulting
Education
University of Calcutta
BSC, Mathematics, Economics, Statistics
Moss Adams LLP March 2015 - Present
KPMG LLP August 2010 - July 2012
Hitachi Data Systems December 2000 - September 2011
Aspect Communications May 2000 - July 2000
Spectrian, Inc, USA November 1999 - April 2000
Price waterhouse coopers 1997 - 1999
Development Consultants Limited September 1993 - September 1997
Skills
Oracle E-Business Suite, Oracle, Oracle Applications, Sarbanes-Oxley, IT Audit, GRC, IT Governance, SDLC, Internal Controls, Visio, Sarbanes-Oxley Act, Business Analysis, Consulting
Education
University of Calcutta
BSC, Mathematics, Economics, Statistics
Wryan Capps, CPA, CCIFP's Moss Adams LLP Experience January 2008 - February 2012
Job Partner at Axiom Certified Public Accountants and Business Advisors LLC
Industry Accounting
Experience
Axiom Certified Public Accountants and Business Advisors LLC February 2012 - Present
Moss Adams LLP January 2008 - February 2012
Tiffany Homes Southwest August 2005 - January 2008
COLLATZ, Inc 2005 - 2008
REDW LLC 2000 - 2005
KPMG LLP 1998 - 2000
Skills
CPA, Tax, US GAAP, Tax Advisory, Financial Statements, GAAP, Income Tax, Internal Controls, Assurance, Tax Returns, Tax Research, Budgets, Tax Preparation, Tax Law
Education
The University of New Mexico - Robert O. Anderson School of Management 1993 — 1997
Axiom Certified Public Accountants and Business Advisors LLC February 2012 - Present
Moss Adams LLP January 2008 - February 2012
Tiffany Homes Southwest August 2005 - January 2008
COLLATZ, Inc 2005 - 2008
REDW LLC 2000 - 2005
KPMG LLP 1998 - 2000
Skills
CPA, Tax, US GAAP, Tax Advisory, Financial Statements, GAAP, Income Tax, Internal Controls, Assurance, Tax Returns, Tax Research, Budgets, Tax Preparation, Tax Law
Education
The University of New Mexico - Robert O. Anderson School of Management 1993 — 1997
Jeff Later's Moss Adams LLP Experience 2003 - 2005
Job CPA at Jeffrey D. Later, CPA
Industry Accounting
Experience
Jeffrey D. Later, CPA May 2013 - Present
Henry & Horne, LLP 2015 - 2015
Henry & Horne, LLP 2015 - 2015
RBZ, LLP April 2012 - May 2013
The Walt Disney Company October 2005 - March 2012
Moss Adams LLP 2003 - 2005
Andersen May 1983 - May 2002
Skills
Accounting, Financial Reporting, Tax Accounting, CPA, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, US GAAP, Auditing, Mergers & Acquisitions, Due Diligence, Financial Modeling, Tax Preparation, GAAP, Financial Accounting
Education
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Accounting/Finance
UCLA 1975 — 1978
BA, Economics
Jeffrey D. Later, CPA May 2013 - Present
Henry & Horne, LLP 2015 - 2015
Henry & Horne, LLP 2015 - 2015
RBZ, LLP April 2012 - May 2013
The Walt Disney Company October 2005 - March 2012
Moss Adams LLP 2003 - 2005
Andersen May 1983 - May 2002
Skills
Accounting, Financial Reporting, Tax Accounting, CPA, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, US GAAP, Auditing, Mergers & Acquisitions, Due Diligence, Financial Modeling, Tax Preparation, GAAP, Financial Accounting
Education
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Accounting/Finance
UCLA 1975 — 1978
BA, Economics
Amy Myers, CPA's Moss Adams LLP Experience January 2015 - Present
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
San Diego Chargers Football Co. January 2012 - January 2015
Reznick Group March 2008 - January 2012
NSBN LLP January 2007 - March 2008
San Diego Chargers June 2006 - January 2007
San Diego Gulls 2006 - 2006
Campbell Mithun 2001 - 2002
Skills
Accounting, Non-profits, Microsoft Excel, Tax, Budgets, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Accounts Payable, Financial Accounting, Internal Controls, Time Management, Accounts Receivable, CPA, General Ledger, Analysis, Nonprofits, Financial Reporting, Financial Analysis
Education
University of Arizona, Eller College of Management 2002 — 2006
Bachelor of Science, Accounting & Marketing
University of Arizona
Bachelor's degree in Accounting and Marketing, Accounting and Marketing
University of San Francisco
University of San Francisco
University of San Francisco
University of San Francisco
Moss Adams LLP January 2015 - Present
San Diego Chargers Football Co. January 2012 - January 2015
Reznick Group March 2008 - January 2012
NSBN LLP January 2007 - March 2008
San Diego Chargers June 2006 - January 2007
San Diego Gulls 2006 - 2006
Campbell Mithun 2001 - 2002
Skills
Accounting, Non-profits, Microsoft Excel, Tax, Budgets, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Accounts Payable, Financial Accounting, Internal Controls, Time Management, Accounts Receivable, CPA, General Ledger, Analysis, Nonprofits, Financial Reporting, Financial Analysis
Education
University of Arizona, Eller College of Management 2002 — 2006
Bachelor of Science, Accounting & Marketing
University of Arizona
Bachelor's degree in Accounting and Marketing, Accounting and Marketing
University of San Francisco
University of San Francisco
University of San Francisco
University of San Francisco
David Shafer's Moss Adams LLP Experience July 2006 - December 2009
Job CPA at Otak
Industry Accounting
Experience
Otak March 2012 - Present
Strand Boyce Associates, CPAs January 2010 - November 2011
Moss Adams LLP July 2006 - December 2009
KPMG Audit September 2004 - July 2006
Multnomah County District Attorney's Office 2000 - 2002
Skills
Accounting, Tax, Financial Reporting, GAAP, QuickBooks, General Ledger, Corporate Tax, Auditing, Account Reconciliation, Financial Analysis, Accounts Payable, Income Tax, Strategic Financial..., Internal Controls, Financial Accounting, Criminal Law
Education
University of Oregon 2003 — 2004
None, Accounting
Tulane University - A.B. Freeman School of Business 1998 — 1999
MBA, Business Administration
Tulane University Law School 1995 — 1999
JD, Law
University of California, Santa Barbara 1990 — 1995
B.A., Philosophy
Otak March 2012 - Present
Strand Boyce Associates, CPAs January 2010 - November 2011
Moss Adams LLP July 2006 - December 2009
KPMG Audit September 2004 - July 2006
Multnomah County District Attorney's Office 2000 - 2002
Skills
Accounting, Tax, Financial Reporting, GAAP, QuickBooks, General Ledger, Corporate Tax, Auditing, Account Reconciliation, Financial Analysis, Accounts Payable, Income Tax, Strategic Financial..., Internal Controls, Financial Accounting, Criminal Law
Education
University of Oregon 2003 — 2004
None, Accounting
Tulane University - A.B. Freeman School of Business 1998 — 1999
MBA, Business Administration
Tulane University Law School 1995 — 1999
JD, Law
University of California, Santa Barbara 1990 — 1995
B.A., Philosophy
Marc Pana's Moss Adams LLP Experience 1999 - 2002
Job Analyst at Archon Capital
Industry Investment Management
Experience
Archon Capital August 2005 - Present
Moss Adams LLP 1999 - 2002
US Army 1992 - 1994
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
United States Military Academy at West Point 1987 — 1991
BS, Economics
Wausau East
Archon Capital August 2005 - Present
Moss Adams LLP 1999 - 2002
US Army 1992 - 1994
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
United States Military Academy at West Point 1987 — 1991
BS, Economics
Wausau East
Dennis M Lee's Moss Adams LLP Experience January 1977 - October 1984
Job Chief Financial Officer at Bankcard Services
Industry Financial Services
Experience
Bankcard Services July 2012 - Present
Self Employed November 2011 - September 2012
University of Southern California February 2005 - November 2011
DevelopMentor January 2002 - April 2004
ETM Entertainment Network, Inc. October 1994 - June 2000
24 Hour Fitness July 1991 - October 1994
Specialized Bicycle Components October 1984 - June 1991
Moss Adams LLP January 1977 - October 1984
Skills
Negotiation, Banking, Due Diligence, Landlord, Financial Reporting, Business Planning, Landlords, Analysis, International Finance, Forecasting, CPA, Budgets, Financial Analysis, Start-ups, Strategic Financial..., Strategic Planning, Finance, Process Improvement, Business Strategy, Management, Mergers & Acquisitions, Financial Planning
Education
University of California, Berkeley, Haas School of Business 1970 — 1973
BS, Business Administration - Accounting
Bankcard Services July 2012 - Present
Self Employed November 2011 - September 2012
University of Southern California February 2005 - November 2011
DevelopMentor January 2002 - April 2004
ETM Entertainment Network, Inc. October 1994 - June 2000
24 Hour Fitness July 1991 - October 1994
Specialized Bicycle Components October 1984 - June 1991
Moss Adams LLP January 1977 - October 1984
Skills
Negotiation, Banking, Due Diligence, Landlord, Financial Reporting, Business Planning, Landlords, Analysis, International Finance, Forecasting, CPA, Budgets, Financial Analysis, Start-ups, Strategic Financial..., Strategic Planning, Finance, Process Improvement, Business Strategy, Management, Mergers & Acquisitions, Financial Planning
Education
University of California, Berkeley, Haas School of Business 1970 — 1973
BS, Business Administration - Accounting
Bill Scholl's Moss Adams LLP Experience September 2009 - June 2010
Job Consultant, Sales and Use Tax at Ryan, LLC
Industry Accounting
Experience
Ryan, LLC June 2011 - Present
Hewlett-Packard August 2010 - June 2011
Moss Adams LLP September 2009 - June 2010
University of New Mexico October 2007 - May 2009
University of New Mexico August 2007 - May 2009
Los Alamos National Laboratory May 2008 - August 2008
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Master of Accounting (MACC), Accounting, Technology Business Development
Purdue University 1998 — 2002
B.A., English
Ryan, LLC June 2011 - Present
Hewlett-Packard August 2010 - June 2011
Moss Adams LLP September 2009 - June 2010
University of New Mexico October 2007 - May 2009
University of New Mexico August 2007 - May 2009
Los Alamos National Laboratory May 2008 - August 2008
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Master of Accounting (MACC), Accounting, Technology Business Development
Purdue University 1998 — 2002
B.A., English
Paula Thiel's Moss Adams LLP Experience January 2000 - April 2006
Job Seeking new opportunity: Experienced Tax Accountant
Industry Accounting
Experience
Avanade Inc May 2006 - February 2015
Moss Adams LLP January 2000 - April 2006
Westin Hotels & Resorts 1988 - 1998
Sutor and Company 1986 - 1988
Prezler, Larner, Mertz & Company 1984 - 1986
Skills
Tax, Corporate Tax
Education
The University of North Dakota 1980 — 1984
Bachelor's degree, Accounting
Avanade Inc May 2006 - February 2015
Moss Adams LLP January 2000 - April 2006
Westin Hotels & Resorts 1988 - 1998
Sutor and Company 1986 - 1988
Prezler, Larner, Mertz & Company 1984 - 1986
Skills
Tax, Corporate Tax
Education
The University of North Dakota 1980 — 1984
Bachelor's degree, Accounting
Jason Burdick, CPA's Moss Adams LLP Experience June 2012 - Present
Job Assurance Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2012 - Present
Moss Adams LLP October 2008 - July 2012
Deloitte & Touche September 2006 - September 2008
Skills
GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Accounting, Auditing, External Audit, Financial Statements
Education
University of California, Los Angeles 2004 — 2006
B.A., Business Economics
Moss Adams LLP June 2012 - Present
Moss Adams LLP October 2008 - July 2012
Deloitte & Touche September 2006 - September 2008
Skills
GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Accounting, Auditing, External Audit, Financial Statements
Education
University of California, Los Angeles 2004 — 2006
B.A., Business Economics
Ward Bukofsky's Moss Adams LLP Experience 2000 - 2007
Job Chief Operating Officer at Pacific Group LLC
Industry Insurance
Experience
Pacific Group LLC COONorthStar Life Services LLC2009 - 2009
Moss Adams LLP 2000 - 2007
Education
University of California, Los Angeles 1970 — 1974
BA, Economics
Pacific Group LLC COONorthStar Life Services LLC2009 - 2009
Moss Adams LLP 2000 - 2007
Education
University of California, Los Angeles 1970 — 1974
BA, Economics
Michelle Kohlbush's Moss Adams LLP Experience 1991 - 2003
Job Partner at Top Kohlbush & Hoem LLP
Industry Accounting
Experience
Top Kohlbush & Hoem LLP 2012 - Present
Top Murphy & Co. LLP 2003 - 2012
Moss Adams LLP 1991 - 2003
Moss Adams LLP 1991 - 2003
Skills
Tax, S Corporations, High Net Worth..., CPA, Accounting, Corporate Tax, Tax Research, Trusts
Education
University of California, Davis
Bachelor of Science (B.S.), Mathematics and Computer Science
Top Kohlbush & Hoem LLP 2012 - Present
Top Murphy & Co. LLP 2003 - 2012
Moss Adams LLP 1991 - 2003
Moss Adams LLP 1991 - 2003
Skills
Tax, S Corporations, High Net Worth..., CPA, Accounting, Corporate Tax, Tax Research, Trusts
Education
University of California, Davis
Bachelor of Science (B.S.), Mathematics and Computer Science
Amer Lakhani's Moss Adams LLP Experience August 2014 - Present
Job Tax Senior Tax Specialty Group Moss Adams
Industry Accounting
Experience
Moss Adams LLP August 2014 - Present
Deloitte January 2012 - August 2014
UC Davis - King Hall Civil Rights Clinic August 2010 - May 2011
California Board of Equalization 2010 - 2011
Moodys Wall Street Analytics 2007 - 2008
Skills
Tax Law, Legal Research and..., Intellectual Property, Immigration, Civil Litigation, Real Estate, Tax, Legal Research, Immigration Law, Tax Advisory, Research, Corporate Governance, Legal Writing, Corporate Law, State Tax, Bankruptcy, Due Diligence, Westlaw, Cross-border..., Litigation, Legal Advice, Accounting, Corporate Tax, Income Tax
Education
University of California, Davis - School of Law 2008 — 2011
Juris Doctor, Law
University of California, Davis 2003 — 2007
B.S./B.A., Managerial Economics/International Relations
Granada High School 2000 — 2003
Moss Adams LLP August 2014 - Present
Deloitte January 2012 - August 2014
UC Davis - King Hall Civil Rights Clinic August 2010 - May 2011
California Board of Equalization 2010 - 2011
Moodys Wall Street Analytics 2007 - 2008
Skills
Tax Law, Legal Research and..., Intellectual Property, Immigration, Civil Litigation, Real Estate, Tax, Legal Research, Immigration Law, Tax Advisory, Research, Corporate Governance, Legal Writing, Corporate Law, State Tax, Bankruptcy, Due Diligence, Westlaw, Cross-border..., Litigation, Legal Advice, Accounting, Corporate Tax, Income Tax
Education
University of California, Davis - School of Law 2008 — 2011
Juris Doctor, Law
University of California, Davis 2003 — 2007
B.S./B.A., Managerial Economics/International Relations
Granada High School 2000 — 2003
Jason Kruger's Moss Adams LLP Experience July 1999 - January 2003
Job President at Signature Analytics
Industry Accounting
Experience
Signature Analytics October 2008 - Present
Deloitte & Touche January 2003 - October 2008
Moss Adams LLP July 1999 - January 2003
Skills
SEC filings, Accounting, US GAAP, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Auditing, Internal Controls, GAAP, CPA, Financial Accounting, Big 4, Revenue Recognition
Education
University of Arizona 1994 — 1998
Bachelors, Accounting / Finance
Signature Analytics October 2008 - Present
Deloitte & Touche January 2003 - October 2008
Moss Adams LLP July 1999 - January 2003
Skills
SEC filings, Accounting, US GAAP, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Auditing, Internal Controls, GAAP, CPA, Financial Accounting, Big 4, Revenue Recognition
Education
University of Arizona 1994 — 1998
Bachelors, Accounting / Finance
Bryan Blatt's Moss Adams LLP Experience January 2000 - December 2001
Job Partner at Schaller & Blatt, LLP
Industry Accounting
Experience
Schaller & Blatt, LLP January 2008 - Present
Sol Schaller January 2002 - December 2007
Moss Adams LLP January 2000 - December 2001
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Tax Returns, Accounting, Partnership Taxation, S Corporations, Financial Reporting, Business Advisory, Bookkeeping, Financial Accounting, Sales Tax, Accountants, Tax Accounting, Due Diligence, Negotiation, Financial Planning, Financial Statements
Education
University of Arizona 1995 — 1999
Bachelor of Science (B.S.), Business Administration, Accounting
Schaller & Blatt, LLP January 2008 - Present
Sol Schaller January 2002 - December 2007
Moss Adams LLP January 2000 - December 2001
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Tax Returns, Accounting, Partnership Taxation, S Corporations, Financial Reporting, Business Advisory, Bookkeeping, Financial Accounting, Sales Tax, Accountants, Tax Accounting, Due Diligence, Negotiation, Financial Planning, Financial Statements
Education
University of Arizona 1995 — 1999
Bachelor of Science (B.S.), Business Administration, Accounting
Melina Nguyen's Moss Adams LLP Experience 2005 - March 2008
Job Director of Fiscal Services at Alum Rock School District
Industry Education Management
Experience
Alum Rock Union Elementary School District April 2008 - Present
Moss Adams LLP 2005 - March 2008
Skills
Microsoft Office
Education
University of California, Irvine 2000 — 2005
Economics/Accounting
Alum Rock Union Elementary School District April 2008 - Present
Moss Adams LLP 2005 - March 2008
Skills
Microsoft Office
Education
University of California, Irvine 2000 — 2005
Economics/Accounting
Ward Bukofsky's Moss Adams LLP Experience 2000 - 2007
Job Financial Consultant
Industry Financial Services
Experience
NorthStar Life Services, LLC April 2009 - April 2015
Moss Adams LLP 2000 - 2007
Skills
Investments, Insurance, Financial Modeling, Financial Analysis, Derivatives, Private Equity, Asset Management, Due Diligence, Alternative Investments, Finance, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Life Insurance, Risk Management, Valuation, Financial Planning
Education
UCLA 1970 — 1974
Bachelor of Arts (BA), Economics
NorthStar Life Services, LLC April 2009 - April 2015
Moss Adams LLP 2000 - 2007
Skills
Investments, Insurance, Financial Modeling, Financial Analysis, Derivatives, Private Equity, Asset Management, Due Diligence, Alternative Investments, Finance, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Life Insurance, Risk Management, Valuation, Financial Planning
Education
UCLA 1970 — 1974
Bachelor of Arts (BA), Economics
Zhabiz Edwards's Moss Adams LLP Experience January 2009 - Present
Job Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2009 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
Masters, Accounting
Moss Adams LLP January 2009 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
Masters, Accounting
Rex Riffle, PMP, MBA's Moss Adams LLP Experience October 2008 - May 2009
Job Seasoned Project Manager
Industry Information Technology and Services
Experience
Microsoft via Radius Inc. July 2014 - Present
Microsoft via Murphy & Associates, Inc. September 2012 - June 2014
Microsoft via Two Degrees, LLC June 2012 - September 2012
Microsoft via Murphy & Associates, Inc. September 2011 - February 2012
Microsoft via Two Degrees, LLC May 2010 - August 2011
Microsoft via Accenture, Inc. October 2009 - March 2010
Cardiac Science via Two Degrees, LLC July 2009 - August 2009
Moss Adams LLP October 2008 - May 2009
Callison July 2007 - October 2008
Microsoft September 2005 - July 2007
Skills
Project Management, Process Improvement, Requirements Analysis, PMP, Analysis, Forecasting, Budgeting, Planning, Data Mining, Quality Control
Education
University of Baltimore
MBA, Finance
University of Notre Dame
BA, Marketing
Microsoft via Radius Inc. July 2014 - Present
Microsoft via Murphy & Associates, Inc. September 2012 - June 2014
Microsoft via Two Degrees, LLC June 2012 - September 2012
Microsoft via Murphy & Associates, Inc. September 2011 - February 2012
Microsoft via Two Degrees, LLC May 2010 - August 2011
Microsoft via Accenture, Inc. October 2009 - March 2010
Cardiac Science via Two Degrees, LLC July 2009 - August 2009
Moss Adams LLP October 2008 - May 2009
Callison July 2007 - October 2008
Microsoft September 2005 - July 2007
Skills
Project Management, Process Improvement, Requirements Analysis, PMP, Analysis, Forecasting, Budgeting, Planning, Data Mining, Quality Control
Education
University of Baltimore
MBA, Finance
University of Notre Dame
BA, Marketing
Doris Tan's Moss Adams LLP Experience July 2014 - Present
Job Senior Manager at Moss Adams
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP July 2010 - June 2014
Moss Adams LLP January 2006 - June 2010
Skills
Due Diligence, Mergers & Acquisitions, US GAAP, GAAP, Auditing, Accounting, Financial Reporting, Internal Controls, Assurance, CPA, Managerial Finance, SEC filings, Sarbanes-Oxley Act, Corporate Tax
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
BS, Business
Contra Costa College 1998 — 2001
Jiangmen Highschool
Moss Adams LLP July 2014 - Present
Moss Adams LLP July 2010 - June 2014
Moss Adams LLP January 2006 - June 2010
Skills
Due Diligence, Mergers & Acquisitions, US GAAP, GAAP, Auditing, Accounting, Financial Reporting, Internal Controls, Assurance, CPA, Managerial Finance, SEC filings, Sarbanes-Oxley Act, Corporate Tax
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
BS, Business
Contra Costa College 1998 — 2001
Jiangmen Highschool
Jesse Proctor's Moss Adams LLP Experience January 2013 - Present
Job Assurance Services Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Washington Conference of Seventh-day Adventists April 2011 - December 2012
Werner Enterprises June 2009 - April 2011
Deloitte & Touche 2007 - 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, SEC filings, Internal Controls, External Audit, US GAAP, IT Audit, Financial Accounting, Big 4, GAAP, Internal Audit, Sarbanes-Oxley Act, CPA, Assurance, Financial Statements
Education
Union College (NE) 2003 — 2007
B.S. Business Administration, Accounting and Finance
Moss Adams LLP January 2013 - Present
Washington Conference of Seventh-day Adventists April 2011 - December 2012
Werner Enterprises June 2009 - April 2011
Deloitte & Touche 2007 - 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, SEC filings, Internal Controls, External Audit, US GAAP, IT Audit, Financial Accounting, Big 4, GAAP, Internal Audit, Sarbanes-Oxley Act, CPA, Assurance, Financial Statements
Education
Union College (NE) 2003 — 2007
B.S. Business Administration, Accounting and Finance
Curtis Jacobs's Moss Adams LLP Experience August 2013 - Present
Job Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2013 - Present
Office of the Auditor General of Arizona June 2007 - August 2013
Skills
Internal Controls, Internal Audit, Financial Reporting, Teaching, Financial Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Government Accounting, GAAP, Accounting, General Ledger, Financial Statements, Government Auditing, Single Audit, Assurance, CPA, Tax Preparation
Education
University of Arizona 2002 — 2007
Bachelor of Science (B.S.), Accounting
Moss Adams LLP August 2013 - Present
Office of the Auditor General of Arizona June 2007 - August 2013
Skills
Internal Controls, Internal Audit, Financial Reporting, Teaching, Financial Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Government Accounting, GAAP, Accounting, General Ledger, Financial Statements, Government Auditing, Single Audit, Assurance, CPA, Tax Preparation
Education
University of Arizona 2002 — 2007
Bachelor of Science (B.S.), Accounting
Amy (Shih Wei) Wang's Moss Adams LLP Experience January 2010 - January 2011
Job Associate Director of Compliance at Columbia University
Industry Financial Services
Experience
Columbia University March 2015 - Present
Columbia University February 2014 - March 2015
Corinthian Colleges, Inc. February 2011 - September 2013
Moss Adams LLP January 2010 - January 2011
Jumpstart August 2008 - May 2009
Fisher Center for Real Estate and Urban Economics February 2006 - May 2009
Real Estate Agent of ReMax June 2006 - August 2006
Skills
Auditing, Internal Controls, Accounting, Microsoft Excel, Payroll, Management, Financial Statements, Account Reconciliation, Internal Audit, External Audit, Analysis, SOX Compliancy, US GAAP, SEC filings, Risk Assessment, Compliance, Defined Benefit, Fundraising, Adobe Acrobat, PeopleSoft, Databases, Access, Outlook, Microsoft Office, InDesign, WebEx, Photoshop, CampusVue, Travel Planning, Data Entry, Nonprofits, Community Outreach, Teaching, Curriculum Development, Literacy
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelors of Science, Business Administration
Columbia University March 2015 - Present
Columbia University February 2014 - March 2015
Corinthian Colleges, Inc. February 2011 - September 2013
Moss Adams LLP January 2010 - January 2011
Jumpstart August 2008 - May 2009
Fisher Center for Real Estate and Urban Economics February 2006 - May 2009
Real Estate Agent of ReMax June 2006 - August 2006
Skills
Auditing, Internal Controls, Accounting, Microsoft Excel, Payroll, Management, Financial Statements, Account Reconciliation, Internal Audit, External Audit, Analysis, SOX Compliancy, US GAAP, SEC filings, Risk Assessment, Compliance, Defined Benefit, Fundraising, Adobe Acrobat, PeopleSoft, Databases, Access, Outlook, Microsoft Office, InDesign, WebEx, Photoshop, CampusVue, Travel Planning, Data Entry, Nonprofits, Community Outreach, Teaching, Curriculum Development, Literacy
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelors of Science, Business Administration
Tais Pacheco's Moss Adams LLP Experience February 2013 - Present
Job Executive Associate at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP February 2013 - Present
PIMCO March 2003 - December 2010
PIMCO January 2003 - January 2006
VIP Tone, Inc January 2000 - January 2003
Skills
Bloomberg, CRM, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Concur, GERS, Morningstar Direct, Barclays Point, LANA, Business Objects, Adobe Acrobat, Brazilian Portuguese, Finra series 6, Finra Series 63, Capital IQ, Microsoft CRM
Education
Universidad Privada Boliviana 1995 — 2000
Bachelor of Science (B.S.), Industrial Engineering
Moss Adams LLP February 2013 - Present
PIMCO March 2003 - December 2010
PIMCO January 2003 - January 2006
VIP Tone, Inc January 2000 - January 2003
Skills
Bloomberg, CRM, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Concur, GERS, Morningstar Direct, Barclays Point, LANA, Business Objects, Adobe Acrobat, Brazilian Portuguese, Finra series 6, Finra Series 63, Capital IQ, Microsoft CRM
Education
Universidad Privada Boliviana 1995 — 2000
Bachelor of Science (B.S.), Industrial Engineering
Oliver Yang, CPA's Moss Adams LLP Experience January 2012 - July 2013
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Moss Adams LLP January 2012 - July 2013
Moss Adams LLP October 2009 - December 2011
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Mergers & Acquisitions, Assurance, US GAAP, CPA, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, External Audit, Revenue Recognition, Financial Statements, Financial Analysis, Due Diligence, Investments
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Financial Instruments & Markets, Law & Business
University of California, Los Angeles 2005 — 2009
BA/BS, Business Economics, Math/Applied Sciences - Actuarial Science, Accounting
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Moss Adams LLP January 2012 - July 2013
Moss Adams LLP October 2009 - December 2011
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Mergers & Acquisitions, Assurance, US GAAP, CPA, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, External Audit, Revenue Recognition, Financial Statements, Financial Analysis, Due Diligence, Investments
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Financial Instruments & Markets, Law & Business
University of California, Los Angeles 2005 — 2009
BA/BS, Business Economics, Math/Applied Sciences - Actuarial Science, Accounting
Sapna (Nagarsheth) Patel's Moss Adams LLP Experience June 2008 - June 2013
Job CPA at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP August 2013 - Present
Moss Adams LLP June 2008 - June 2013
The Hanke Group, P.C.- FKA (acquired by BKD, LLP) October 2006 - April 2008
Deloitte 2004 - 2006
Skills
CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
BBA & MPA, Accounting
Maxwell Locke & Ritter LLP August 2013 - Present
Moss Adams LLP June 2008 - June 2013
The Hanke Group, P.C.- FKA (acquired by BKD, LLP) October 2006 - April 2008
Deloitte 2004 - 2006
Skills
CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
BBA & MPA, Accounting
Purvi Mody's Moss Adams LLP Experience August 2010 - August 2013
Job Executive Director Compliance & Audit at University of New Mexico Hospitals
Industry Accounting
Experience
University of New Mexico Hospitals August 2013 - Present
Moss Adams LLP August 2010 - August 2013
Grant Thornton LLP August 2005 - August 2010
Skills
Internal Controls, GAAP, US GAAP, Auditing, Financial Reporting, Assurance, Accounting, Financial Accounting
Education
The University of New Mexico 2004 — 2005
Masters, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (BS)
University of New Mexico Hospitals August 2013 - Present
Moss Adams LLP August 2010 - August 2013
Grant Thornton LLP August 2005 - August 2010
Skills
Internal Controls, GAAP, US GAAP, Auditing, Financial Reporting, Assurance, Accounting, Financial Accounting
Education
The University of New Mexico 2004 — 2005
Masters, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (BS)
Lupita Martinez, CPA's Moss Adams LLP Experience November 2010 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2010 - Present
Gila River Indian Community 1998 - 2010
Price Waterhouse Coopers 1985 - 1996
Skills
Forecasting, Financial Reporting, Internal Controls, Financial Analysis, US GAAP, GAAP, Auditing, Accounting, Budgets, Financial Accounting, Finance, Sarbanes-Oxley Act, Internal Audit, CPA, Tax, General Ledger, SEC filings, Financial Audits, Managerial Finance, SEC Filings
Education
University of Arizona 1981 — 1985
BS Accounting, Accounting
Moss Adams LLP November 2010 - Present
Gila River Indian Community 1998 - 2010
Price Waterhouse Coopers 1985 - 1996
Skills
Forecasting, Financial Reporting, Internal Controls, Financial Analysis, US GAAP, GAAP, Auditing, Accounting, Budgets, Financial Accounting, Finance, Sarbanes-Oxley Act, Internal Audit, CPA, Tax, General Ledger, SEC filings, Financial Audits, Managerial Finance, SEC Filings
Education
University of Arizona 1981 — 1985
BS Accounting, Accounting
Julia Au-Yeung's Moss Adams LLP Experience August 2010 - August 2011
Job
Industry Accounting
Experience
Visa March 2015 - Present
Exelixis September 2012 - October 2014
Armanino LLP August 2011 - September 2012
Moss Adams LLP August 2010 - August 2011
University of California, Los Angeles September 2008 - June 2010
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, General Ledger
Education
University of California, Los Angeles
Bachelor of Arts, Business Economics, Accounting (Minor), Cum Laude
Lowell High School
Visa March 2015 - Present
Exelixis September 2012 - October 2014
Armanino LLP August 2011 - September 2012
Moss Adams LLP August 2010 - August 2011
University of California, Los Angeles September 2008 - June 2010
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, General Ledger
Education
University of California, Los Angeles
Bachelor of Arts, Business Economics, Accounting (Minor), Cum Laude
Lowell High School
Kristin (Dualan) Henderson's Moss Adams LLP Experience 2010 - Present
Job
Industry Accounting
Experience
Moss Adams LLP 2010 - Present
Education
University of California, Irvine 2006 — 2010
Bachelor’s Degree, Economics
Moss Adams LLP 2010 - Present
Education
University of California, Irvine 2006 — 2010
Bachelor’s Degree, Economics
Chauna King, CPA, MBA's Moss Adams LLP Experience July 2014 - Present
Job Senior Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP August 2012 - Present
Bernalillo County Sheriff's Department, White Collar Crime Division August 2011 - January 2012
Law Office of Frances Crockett February 2010 - September 2011
Skills
Financial Accounting, Accounting, GAAP, Income Tax, Microsoft Excel, Tax Preparation, Not-For-Profit Tax..., Data Analysis, ProSystem fx Tax, Financial Accounting..., Employee Benefit Plans, Partnership Taxation, Corporate Tax, Tax, Financial Statements, CPA
Education
University of New Mexico 2011 — 2012
Master of Business Administration (M.B.A.), Accounting and Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Moss Adams LLP July 2014 - Present
Moss Adams LLP August 2012 - Present
Bernalillo County Sheriff's Department, White Collar Crime Division August 2011 - January 2012
Law Office of Frances Crockett February 2010 - September 2011
Skills
Financial Accounting, Accounting, GAAP, Income Tax, Microsoft Excel, Tax Preparation, Not-For-Profit Tax..., Data Analysis, ProSystem fx Tax, Financial Accounting..., Employee Benefit Plans, Partnership Taxation, Corporate Tax, Tax, Financial Statements, CPA
Education
University of New Mexico 2011 — 2012
Master of Business Administration (M.B.A.), Accounting and Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Lacey McNally's Moss Adams LLP Experience January 2011 - September 2013
Job CPA
Industry Accounting
Experience
Presbyterian Healthcare Services September 2013 - Present
Moss Adams LLP January 2011 - September 2013
Sysco May 2009 - December 2010
McKinney and Associates CPA February 2009 - April 2009
Skills
GAAP, CPA, US GAAP, Assurance, Internal Controls, Auditing, Corporate Tax, Tax, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Reporting, Tax Preparation, Revenue Recognition, Income Tax, Financial Statements, External Audit, Tax Accounting, Partnership Taxation, General Ledger, Tax Returns
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2010
Masters of Accounting
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Presbyterian Healthcare Services September 2013 - Present
Moss Adams LLP January 2011 - September 2013
Sysco May 2009 - December 2010
McKinney and Associates CPA February 2009 - April 2009
Skills
GAAP, CPA, US GAAP, Assurance, Internal Controls, Auditing, Corporate Tax, Tax, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Reporting, Tax Preparation, Revenue Recognition, Income Tax, Financial Statements, External Audit, Tax Accounting, Partnership Taxation, General Ledger, Tax Returns
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2010
Masters of Accounting
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Ken Irwin's Moss Adams LLP Experience February 2015 - Present
Job Tax Senior Manager at Moss Adams LLP
Industry
Experience
Moss Adams LLP February 2015 - Present
PwC June 2013 - January 2015
Continuity Partners October 2010 - April 2013
Pacific Coast Building Products, Inc. December 2002 - September 2010
PricewaterhouseCoopers August 1996 - December 2002
Skills
Financial Reporting, Tax Research, Accounting, Auditing, Tax Accounting, Internal Controls
Education
University of California, Berkeley 1994 — 1996
Bachelor of Science (B.S.), Business Administration
Moss Adams LLP February 2015 - Present
PwC June 2013 - January 2015
Continuity Partners October 2010 - April 2013
Pacific Coast Building Products, Inc. December 2002 - September 2010
PricewaterhouseCoopers August 1996 - December 2002
Skills
Financial Reporting, Tax Research, Accounting, Auditing, Tax Accounting, Internal Controls
Education
University of California, Berkeley 1994 — 1996
Bachelor of Science (B.S.), Business Administration
Brent Corbitt's Moss Adams LLP Experience October 2007 - December 2008
Job at
Industry International Trade and Development
Experience
Winrock International January 2015 - Present
Winrock International May 2012 - December 2014
Hudson, Cisne & Co. LLP January 2009 - May 2012
Moss Adams LLP October 2007 - December 2008
Skills
Internal Controls, Financial Statements, Financial Reporting, Auditing
Education
University of Arkansas at Little Rock 2005 — 2007
Master of Business Administration (M.B.A.)
University of Arkansas at Little Rock 1998 — 2003
Bachelor of Science in Accounting
Winrock International January 2015 - Present
Winrock International May 2012 - December 2014
Hudson, Cisne & Co. LLP January 2009 - May 2012
Moss Adams LLP October 2007 - December 2008
Skills
Internal Controls, Financial Statements, Financial Reporting, Auditing
Education
University of Arkansas at Little Rock 2005 — 2007
Master of Business Administration (M.B.A.)
University of Arkansas at Little Rock 1998 — 2003
Bachelor of Science in Accounting
Therese Sears's Moss Adams LLP Experience October 2000 - June 2010
Job Fiscal Operations Director at UNM Cancer Center
Industry Hospital & Health Care
Experience
UNM Cancer Center June 2010 - Present
Moss Adams LLP October 2000 - June 2010
Skills
Research, Public Speaking, Data Analysis, Microsoft Office, Teaching, Higher Education, Microsoft Excel, PowerPoint, Customer Service, Leadership, Microsoft Word
Education
University of Phoenix 1998 — 2000
Bachelor's degree, Accounting and Business/Management
The University of New Mexico 1987 — 1990
Business Administration, Management and Operations
UNM Cancer Center June 2010 - Present
Moss Adams LLP October 2000 - June 2010
Skills
Research, Public Speaking, Data Analysis, Microsoft Office, Teaching, Higher Education, Microsoft Excel, PowerPoint, Customer Service, Leadership, Microsoft Word
Education
University of Phoenix 1998 — 2000
Bachelor's degree, Accounting and Business/Management
The University of New Mexico 1987 — 1990
Business Administration, Management and Operations
Dolores Smith's Moss Adams LLP Experience November 2012 - April 2014
Job .
Industry Accounting
Experience
Accounting & Consulting Group, LLP July 2014 - Present
Moss Adams LLP November 2012 - April 2014
Heads Up Landscape Contractors August 2011 - November 2012
Coldwell Banker Legacy December 2004 - December 2010
Skills
Assurance, Auditing, US GAAP, CPA, GAAP, SEC filings, Internal Controls, External Audit, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Audit, Financial Statements
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Los Lunas High 1989 — 1993
Accounting & Consulting Group, LLP July 2014 - Present
Moss Adams LLP November 2012 - April 2014
Heads Up Landscape Contractors August 2011 - November 2012
Coldwell Banker Legacy December 2004 - December 2010
Skills
Assurance, Auditing, US GAAP, CPA, GAAP, SEC filings, Internal Controls, External Audit, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Audit, Financial Statements
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Los Lunas High 1989 — 1993
Samantha Satow's Moss Adams LLP Experience January 2015 - Present
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
Moss Adams LLP January 2013 - December 2014
Moss Adams LLP October 2010 - December 2012
Skills
Income Tax, Corporate Tax, Partnership Taxation, Personal Tax Planning, Business Tax Planning, Corporate Tax Planning, Tax Research, ProSystem fx Tax, Estate & Gift Taxation, Econometrics, Accounting, Economics, S Corporations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Economics/International Area Studies
Moss Adams LLP January 2015 - Present
Moss Adams LLP January 2013 - December 2014
Moss Adams LLP October 2010 - December 2012
Skills
Income Tax, Corporate Tax, Partnership Taxation, Personal Tax Planning, Business Tax Planning, Corporate Tax Planning, Tax Research, ProSystem fx Tax, Estate & Gift Taxation, Econometrics, Accounting, Economics, S Corporations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Economics/International Area Studies
Nino Carpenito, CAIA's Moss Adams LLP Experience September 2005 - March 2008
Job Investment Professional
Industry Investment Management
Experience
New Mexico State Investment Council April 2008 - Present
Moss Adams LLP September 2005 - March 2008
Morgan Stanley June 1996 - November 2002
Skills
Alternative Investments, Analytics, Due Diligence, Fund of Funds, Hedge Funds, Investments, Portfolio Management, Risk Management
Education
The University of New Mexico
Bachelor of Arts, Political Science
New Mexico State Investment Council April 2008 - Present
Moss Adams LLP September 2005 - March 2008
Morgan Stanley June 1996 - November 2002
Skills
Alternative Investments, Analytics, Due Diligence, Fund of Funds, Hedge Funds, Investments, Portfolio Management, Risk Management
Education
The University of New Mexico
Bachelor of Arts, Political Science
Monica Peck's Moss Adams LLP Experience June 2005 - June 2010
Job
Industry Accounting
Experience
University of New Mexico Foundation July 2010 - Present
Moss Adams LLP June 2005 - June 2010
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelor's degree, Accounting
University of New Mexico
Bachelor's degree, Accounting
University of New Mexico Foundation July 2010 - Present
Moss Adams LLP June 2005 - June 2010
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelor's degree, Accounting
University of New Mexico
Bachelor's degree, Accounting
Arthur Andersen
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