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
Stephanie Rossow Stephanie Rossow's Moss Adams LLP Experience January 2013 - July 2013
Job Accounting Manager at Mixbook
Industry Accounting
Experience
Mixbook July 2013 - Present
Moss Adams LLP January 2013 - July 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) June 2011 - December 2012
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2008 - June 2011
Skills
Auditing, Microsoft Excel, Microsoft Word, Audits of Employee..., Pensions, Software Audits, US GAAP, GAAP, Leadership, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, CPA, Financial Analysis, Assurance, Internal Controls, Revenue Recognition
Education
University of California, Santa Cruz 2004 — 2008
Economics, Business Management Economics
Mixbook July 2013 - Present
Moss Adams LLP January 2013 - July 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) June 2011 - December 2012
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2008 - June 2011
Skills
Auditing, Microsoft Excel, Microsoft Word, Audits of Employee..., Pensions, Software Audits, US GAAP, GAAP, Leadership, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, CPA, Financial Analysis, Assurance, Internal Controls, Revenue Recognition
Education
University of California, Santa Cruz 2004 — 2008
Economics, Business Management Economics
Christopher Thom Christopher Thom's Moss Adams LLP Experience September 2013 - Present
Job Tax Senior Manager at Moss Adams LLP
Industry Management Consulting
Experience
Moss Adams LLP September 2013 - Present
Big Fish Games September 2012 - August 2013
PACCAR January 2011 - September 2012
Deloitte Tax, LLP March 2010 - January 2011
Deloitte Tax, LLP June 2007 - March 2010
US Army November 1996 - November 2000
Skills
International Tax, Tax, Accounting, Tax Returns, Auditing, Forecasting, FIN 48, Tax Accounting, Transfer Pricing, Corporate Tax, Tax Law, Income Tax, US GAAP, Mergers, Internal Controls
Education
University of Notre Dame 2006 — 2007
MS, Accountancy
University of Colorado at Colorado Springs 2003 — 2006
BS, Business
Port Angeles High School 1991 — 1995
Moss Adams LLP September 2013 - Present
Big Fish Games September 2012 - August 2013
PACCAR January 2011 - September 2012
Deloitte Tax, LLP March 2010 - January 2011
Deloitte Tax, LLP June 2007 - March 2010
US Army November 1996 - November 2000
Skills
International Tax, Tax, Accounting, Tax Returns, Auditing, Forecasting, FIN 48, Tax Accounting, Transfer Pricing, Corporate Tax, Tax Law, Income Tax, US GAAP, Mergers, Internal Controls
Education
University of Notre Dame 2006 — 2007
MS, Accountancy
University of Colorado at Colorado Springs 2003 — 2006
BS, Business
Port Angeles High School 1991 — 1995
Jonathan Cavanagh Jonathan Cavanagh's Moss Adams LLP Experience August 2003 - August 2006
Job Taxation, business, and estate planning attorney at Cable Huston
Industry Law Practice
Experience
Cable Huston April 2014 - Present
Garvey Schubert Barer August 2012 - April 2014
Thornton Byron LLP August 2010 - August 2012
University of Oregon School of Law August 2006 - May 2009
State of Oregon, Office of the Governor January 2009 - April 2009
Lane Powell, PC May 2008 - August 2008
Luvaas Cobb, PC May 2007 - April 2008
Moss Adams, LLP August 2003 - August 2006
Northwestern Mutual April 2002 - February 2003
Skills
Legal Writing, Corporate Law, Legal Research, Estate Planning, Tax, Tax Law, Administrative Law, Courts, Finance, Trusts, Wills
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2010
LL.M., Taxation Law
University of Oregon School of Law 2006 — 2009
JD
University of Portland 1999 — 2003
Bachelor of Business Administration, Major: Accounting, Minors: Theology and Political Science
Cable Huston April 2014 - Present
Garvey Schubert Barer August 2012 - April 2014
Thornton Byron LLP August 2010 - August 2012
University of Oregon School of Law August 2006 - May 2009
State of Oregon, Office of the Governor January 2009 - April 2009
Lane Powell, PC May 2008 - August 2008
Luvaas Cobb, PC May 2007 - April 2008
Moss Adams, LLP August 2003 - August 2006
Northwestern Mutual April 2002 - February 2003
Skills
Legal Writing, Corporate Law, Legal Research, Estate Planning, Tax, Tax Law, Administrative Law, Courts, Finance, Trusts, Wills
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2010
LL.M., Taxation Law
University of Oregon School of Law 2006 — 2009
JD
University of Portland 1999 — 2003
Bachelor of Business Administration, Major: Accounting, Minors: Theology and Political Science
Jennifer Wasson Jennifer Wasson's Moss Adams LLP Experience January 2013 - Present
Job Tax Preparer / CPA Candidate
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2011 - December 2012
Anne Mitchell, MS, CPA June 2010 - January 2011
UC Santa Cruz September 2010 - December 2010
Santa Cruz Biotechnology September 2008 - September 2010
SJ Unlimited June 2008 - August 2008
Skills
Microsoft Excel, Accounting, Corporate Tax, Individual Tax, Lacerte, Tax, Tax Returns, Bookkeeping, Microsoft Office, Tax Accounting, High Net Worth..., Financial Accounting, Financial Audits, Income Tax, Accounts Payable, Accounts Receivable, Tax Preparation, CPA
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Business Management Economics, Accounting Emphasis, 3.03
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2011 - December 2012
Anne Mitchell, MS, CPA June 2010 - January 2011
UC Santa Cruz September 2010 - December 2010
Santa Cruz Biotechnology September 2008 - September 2010
SJ Unlimited June 2008 - August 2008
Skills
Microsoft Excel, Accounting, Corporate Tax, Individual Tax, Lacerte, Tax, Tax Returns, Bookkeeping, Microsoft Office, Tax Accounting, High Net Worth..., Financial Accounting, Financial Audits, Income Tax, Accounts Payable, Accounts Receivable, Tax Preparation, CPA
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Business Management Economics, Accounting Emphasis, 3.03
Tammy Trovatten Tammy Trovatten's Moss Adams LLP Experience August 2012 - June 2014
Job Senior Consultant at Deloitte & Touche, LLP
Industry Hospital & Health Care
Experience
Deloitte & Touché, LLP June 2014 - Present
Moss Adams LLP August 2012 - June 2014
Sutter Health March 2010 - August 2012
Benefis Health System October 2005 - March 2010
Blue Cross Blue Shield of Montana 2000 - 2005
Skills
Medicare, Healthcare Consulting, Medi-Cal, Medicaid, Financial Analysis, Decision Support, Auditing, Analysis, Revenue Cycle, Healthcare Industry, Accounting, HIPAA, Healthcare Management, Hospitals, Managed Care, Process Improvement, Healthcare Information...
Education
University of Great Falls 1996 — 2000
Bachelor's degree, Accounting
Deloitte & Touché, LLP June 2014 - Present
Moss Adams LLP August 2012 - June 2014
Sutter Health March 2010 - August 2012
Benefis Health System October 2005 - March 2010
Blue Cross Blue Shield of Montana 2000 - 2005
Skills
Medicare, Healthcare Consulting, Medi-Cal, Medicaid, Financial Analysis, Decision Support, Auditing, Analysis, Revenue Cycle, Healthcare Industry, Accounting, HIPAA, Healthcare Management, Hospitals, Managed Care, Process Improvement, Healthcare Information...
Education
University of Great Falls 1996 — 2000
Bachelor's degree, Accounting
Marco Garcia, CPA Marco Garcia, CPA's Moss Adams LLP Experience April 2011 - January 2014
Job Accounting Manager at Rambus
Industry Accounting
Experience
Rambus April 2014 - Present
Moss Adams LLP April 2011 - January 2014
Mohler, Nixon & Williams April 2006 - April 2011
Skills
Auditing, GAAP, Financial Audits, Assurance, US GAAP, Accounting, Financial Reporting, Accounts Payable, Journal Entries, Revenue Recognition, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Statements, External Audit, Financial Accounting, Start-ups, General Ledger, Venture Capital, ERISA, Monthly Close, Quarterly Reporting, SEC Filings, Microsoft Excel, Finance, Account Reconciliation, Consolidation, Microsoft Office, Fixed Assets, SEC Financial Reporting, XBRL, Oracle E-Business Suite, Oracle Applications, Accounts Receivable, Tax Accounting, Cost Accounting, Cash Flow
Education
University of California, Santa Cruz 2001 — 2006
B.A., Business Management Economics, emphasis in Accounting
Rambus April 2014 - Present
Moss Adams LLP April 2011 - January 2014
Mohler, Nixon & Williams April 2006 - April 2011
Skills
Auditing, GAAP, Financial Audits, Assurance, US GAAP, Accounting, Financial Reporting, Accounts Payable, Journal Entries, Revenue Recognition, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Statements, External Audit, Financial Accounting, Start-ups, General Ledger, Venture Capital, ERISA, Monthly Close, Quarterly Reporting, SEC Filings, Microsoft Excel, Finance, Account Reconciliation, Consolidation, Microsoft Office, Fixed Assets, SEC Financial Reporting, XBRL, Oracle E-Business Suite, Oracle Applications, Accounts Receivable, Tax Accounting, Cost Accounting, Cash Flow
Education
University of California, Santa Cruz 2001 — 2006
B.A., Business Management Economics, emphasis in Accounting
Aly Steele's Moss Adams LLP Experience June 2008 - August 2008
Job Audit Manager at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP July 2013 - Present
Eide Bailly LLP August 2011 - July 2013
Eide Bailly LLP January 2009 - July 2011
Starbucks Coffee Company March 2006 - September 2008
Moss Adams LLP June 2008 - August 2008
Skills
Accounting, GAAP, Financial Reporting, Auditing, Audit, Financial Accounting, Microsoft Office, General Ledger, US GAAP, Microsoft Excel, Finance, Financial Analysis, SOC 1, Manage Client..., Team Management, CPA, Internal Controls, Financial Statements, Assurance
Education
University of Idaho 2004 — 2008
B.S. Bus., Finance
Eide Bailly LLP July 2013 - Present
Eide Bailly LLP August 2011 - July 2013
Eide Bailly LLP January 2009 - July 2011
Starbucks Coffee Company March 2006 - September 2008
Moss Adams LLP June 2008 - August 2008
Skills
Accounting, GAAP, Financial Reporting, Auditing, Audit, Financial Accounting, Microsoft Office, General Ledger, US GAAP, Microsoft Excel, Finance, Financial Analysis, SOC 1, Manage Client..., Team Management, CPA, Internal Controls, Financial Statements, Assurance
Education
University of Idaho 2004 — 2008
B.S. Bus., Finance
Zack Vincent, CPA Zack Vincent, CPA's Moss Adams LLP Experience October 2012 - April 2015
Job Corporate Senior Accountant at Holiday Retirement
Industry Accounting
Experience
Holiday Retirement April 2015 - Present
Moss Adams LLP October 2012 - April 2015
Oswalt, Teel, & Franklin October 2011 - September 2012
Vincent Construction, Inc. August 2010 - October 2011
Moss Adams LLP June 2009 - July 2010
Boeing May 2008 - August 2008
Skills
Accounting, CPA, Financial Reporting, Internal Controls, Auditing, Income Tax, Financial Accounting, Tax Research, US GAAP, Tax Preparation, S Corporations, GAAP, Financial Audits, Corporate Tax, Financial Statements, Tax Returns, Tax Accounting
Education
University of Idaho 2005 — 2009
Bachelor of Science (B.S.), Accounting
Holiday Retirement April 2015 - Present
Moss Adams LLP October 2012 - April 2015
Oswalt, Teel, & Franklin October 2011 - September 2012
Vincent Construction, Inc. August 2010 - October 2011
Moss Adams LLP June 2009 - July 2010
Boeing May 2008 - August 2008
Skills
Accounting, CPA, Financial Reporting, Internal Controls, Auditing, Income Tax, Financial Accounting, Tax Research, US GAAP, Tax Preparation, S Corporations, GAAP, Financial Audits, Corporate Tax, Financial Statements, Tax Returns, Tax Accounting
Education
University of Idaho 2005 — 2009
Bachelor of Science (B.S.), Accounting
Damon Romano, CPA Damon Romano, CPA's Moss Adams LLP Experience May 2008 - October 2013
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US October 2013 - Present
Moss Adams LLP May 2008 - October 2013
Clark Consulting September 2006 - May 2008
Deloitte & Touche August 1999 - August 2002
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, GAAP, Financial Analysis, Accounting, CPA, External Audit, Auditing, Financial Accounting, Due Diligence, Finance, SEC Filings
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS of Accountancy
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS), Accounting
KPMG US October 2013 - Present
Moss Adams LLP May 2008 - October 2013
Clark Consulting September 2006 - May 2008
Deloitte & Touche August 1999 - August 2002
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, GAAP, Financial Analysis, Accounting, CPA, External Audit, Auditing, Financial Accounting, Due Diligence, Finance, SEC Filings
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS of Accountancy
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science (BS), Accounting
Sanya Singhal's Moss Adams LLP Experience Accounts Payable InternBusiness and Financial ServicesMarch 2014 - September 2014
Job Student at University of California, Santa Barbara
Industry Accounting
Experience
Moss Adams LLP Accounts Payable InternBusiness and Financial ServicesMarch 2014 - September 2014
Telefund, Inc. July 2013 - September 2013
UCSB Indus June 2012 - June 2013
UC Santa Barbara Marine Biology Department January 2013 - March 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, People Skills, Research
Education
University of California, Santa Barbara 2011 — 2015
Bachelor’s Degree, Economics and Accounting
Moss Adams LLP Accounts Payable InternBusiness and Financial ServicesMarch 2014 - September 2014
Telefund, Inc. July 2013 - September 2013
UCSB Indus June 2012 - June 2013
UC Santa Barbara Marine Biology Department January 2013 - March 2013
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, People Skills, Research
Education
University of California, Santa Barbara 2011 — 2015
Bachelor’s Degree, Economics and Accounting
Tanya Flores's Moss Adams LLP Experience June 2015 - Present
Job Audit Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - Present
Safeway September 2014 - June 2015
UC Santa Cruz October 2014 - December 2014
Safeway August 2014 - December 2014
UC Santa Cruz September 2013 - December 2013
Quality Inn & Suites January 2013 - June 2013
UC Santa Cruz April 2011 - June 2012
Macy's June 2011 - December 2011
Safeway August 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Public Speaking, English, Accounting, Spanish
Education
University of California, Santa Cruz 2010 — 2015
Bachelor of Arts (BA), Business Management Economics with Emphasis in Accounting
Moss Adams LLP June 2015 - Present
Safeway September 2014 - June 2015
UC Santa Cruz October 2014 - December 2014
Safeway August 2014 - December 2014
UC Santa Cruz September 2013 - December 2013
Quality Inn & Suites January 2013 - June 2013
UC Santa Cruz April 2011 - June 2012
Macy's June 2011 - December 2011
Safeway August 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Public Speaking, English, Accounting, Spanish
Education
University of California, Santa Cruz 2010 — 2015
Bachelor of Arts (BA), Business Management Economics with Emphasis in Accounting
Amber Hicks Amber Hicks's Moss Adams LLP Experience October 2009 - December 2011
Job Accountant at Randy K. Bates, CPA, PA
Industry Accounting
Experience
Randy K. Bates, CPA, PA January 2012 - Present
Moss Adams LLP October 2009 - December 2011
University of Idaho August 2007 - September 2009
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, GAAP, Internal Controls, QuickBooks, Tax, US GAAP, Tax Preparation, General Ledger, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Financial Audits, Internal Audit, OMB Circular A-133, Tax Accounting, Financial Institutions, Payroll, Assurance
Education
University of Idaho 2008 — 2009
Masters of Accountancy, Accounting
University of Idaho 2004 — 2008
B.S., Accounting
Randy K. Bates, CPA, PA January 2012 - Present
Moss Adams LLP October 2009 - December 2011
University of Idaho August 2007 - September 2009
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, GAAP, Internal Controls, QuickBooks, Tax, US GAAP, Tax Preparation, General Ledger, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Financial Audits, Internal Audit, OMB Circular A-133, Tax Accounting, Financial Institutions, Payroll, Assurance
Education
University of Idaho 2008 — 2009
Masters of Accountancy, Accounting
University of Idaho 2004 — 2008
B.S., Accounting
Heather Jacobsen Heather Jacobsen's Moss Adams LLP Experience November 1996 - October 1999
Job Certified Public Accountant
Industry Accounting
Experience
Commonwealth Ventures, LLC April 2014 - Present
PwC September 2013 - February 2014
California Medical Association September 2008 - May 2013
California Medical Association September 2006 - September 2008
Iacopi, Lenz & Company October 1999 - September 2006
Moss Adams LLP November 1996 - October 1999
Skills
Financial Analysis, Budgets, Microsoft Excel, Nonprofits, Analysis, Strategic Planning, Healthcare, Microsoft Office, Process Improvement, Tax Preparation, Assurance, Cash Flow, Cash Management, Defined Benefit, Defined Contribution, Management, CPA, GAAP, Financial Reporting, Great Plains Software, QuickBooks, Accounts Receivable, Finance, Fixed Assets, Accounts Payable
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Commonwealth Ventures, LLC April 2014 - Present
PwC September 2013 - February 2014
California Medical Association September 2008 - May 2013
California Medical Association September 2006 - September 2008
Iacopi, Lenz & Company October 1999 - September 2006
Moss Adams LLP November 1996 - October 1999
Skills
Financial Analysis, Budgets, Microsoft Excel, Nonprofits, Analysis, Strategic Planning, Healthcare, Microsoft Office, Process Improvement, Tax Preparation, Assurance, Cash Flow, Cash Management, Defined Benefit, Defined Contribution, Management, CPA, GAAP, Financial Reporting, Great Plains Software, QuickBooks, Accounts Receivable, Finance, Fixed Assets, Accounts Payable
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Vicki Gleeson Vicki Gleeson's Moss Adams LLP Experience April 2008 - November 2010
Job Director of Human Resources at Russell Investments
Industry Accounting
Experience
Russell Investments July 2012 - Present
Real Network Services Inc. November 2010 - July 2012
Moss Adams LLP April 2008 - November 2010
Washington Mutual June 2007 - April 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Zefram, LLC October 2001 - January 2003
Citigroup Private Bank 1998 - 2001
Skills
Compensation, Workforce Planning, Performance Management, HR Strategy, Coaching, Organizational Design, Employee Engagement, Onboarding, Succession Planning, Benefits, Change Management, Deferred Compensation, Employee Relations, Human Resources, Benefits Administration, Recruiting, Employee Benefits, Personnel Management, Leadership, Management, Talent Management
Education
University of California, Los Angeles
B.A., Italian Language & Literature, Special Study in History
Russell Investments July 2012 - Present
Real Network Services Inc. November 2010 - July 2012
Moss Adams LLP April 2008 - November 2010
Washington Mutual June 2007 - April 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Zefram, LLC October 2001 - January 2003
Citigroup Private Bank 1998 - 2001
Skills
Compensation, Workforce Planning, Performance Management, HR Strategy, Coaching, Organizational Design, Employee Engagement, Onboarding, Succession Planning, Benefits, Change Management, Deferred Compensation, Employee Relations, Human Resources, Benefits Administration, Recruiting, Employee Benefits, Personnel Management, Leadership, Management, Talent Management
Education
University of California, Los Angeles
B.A., Italian Language & Literature, Special Study in History
Julio Cabrera Julio Cabrera's Moss Adams LLP Experience January 2009 - May 2011
Job Senior Real Estate Accountant at Stanford University
Industry Accounting
Experience
Stanford University January 2015 - Present
Specialty's Cafe & Bakery November 2011 - December 2014
Moss Adams LLP January 2009 - May 2011
Education
University of California, Los Angeles
Bachelor's degree, Economics
Stanford University January 2015 - Present
Specialty's Cafe & Bakery November 2011 - December 2014
Moss Adams LLP January 2009 - May 2011
Education
University of California, Los Angeles
Bachelor's degree, Economics
Anthony Loeding's Moss Adams LLP Experience July 2015 - Present
Job Tax Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2015 - Present
Moss Adams LLP January 2013 - July 2015
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
Skills
Tax Research, Tax, Corporate Tax, GAAP, Tax Accounting, Tax Preparation, Income Tax, US GAAP, Accounting, Partnership Taxation, Tax Returns, International Tax
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics
Moss Adams LLP July 2015 - Present
Moss Adams LLP January 2013 - July 2015
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
Skills
Tax Research, Tax, Corporate Tax, GAAP, Tax Accounting, Tax Preparation, Income Tax, US GAAP, Accounting, Partnership Taxation, Tax Returns, International Tax
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics
Kelly Purdy Kelly Purdy's Moss Adams LLP Experience September 2013 - Present
Job Senior Accountant at Moss Adams, LLP
Industry Accounting
Experience
Moss Adams LLP September 2013 - Present
Education
University of Idaho 2012 — 2013
Master of Accountancy
University of Idaho 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.97
Moss Adams LLP September 2013 - Present
Education
University of Idaho 2012 — 2013
Master of Accountancy
University of Idaho 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.97
Katie Burton's Moss Adams LLP Experience June 2011 - Present
Job Tax Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2011 - Present
Moss Adams LLP December 2003 - June 2011
Pacific Northwest National Laboratory 2003 - 2003
Skills
Auditing, Tax, CPA, GAAP, Finance, US GAAP, Tax Research, Accounting, Leadership, Corporate Tax, SEC Filings, Internal Controls, Financial Reporting, Income Tax, Financial Accounting, Tax Accounting, Assurance, Sarbanes-Oxley Act, S Corporations, Tax Preparation
Education
University of Idaho 2001 — 2003
B.S., Business - Accounting
Walla Walla Community College 1999 — 2001
AA
Moss Adams LLP June 2011 - Present
Moss Adams LLP December 2003 - June 2011
Pacific Northwest National Laboratory 2003 - 2003
Skills
Auditing, Tax, CPA, GAAP, Finance, US GAAP, Tax Research, Accounting, Leadership, Corporate Tax, SEC Filings, Internal Controls, Financial Reporting, Income Tax, Financial Accounting, Tax Accounting, Assurance, Sarbanes-Oxley Act, S Corporations, Tax Preparation
Education
University of Idaho 2001 — 2003
B.S., Business - Accounting
Walla Walla Community College 1999 — 2001
AA
Amy Claflin Amy Claflin's Moss Adams LLP Experience 2008 - 2010
Job Tax Senior at Peterson Sullivan LLP
Industry Accounting
Experience
Peterson Sullivan LLP October 2011 - Present
Matthew G. Norton Company 2010 - 2011
Moss Adams LLP 2008 - 2010
Skills
Tax Research, CPA, S Corporations, Tax Preparation, Accounting, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Returns, Partnership Taxation
Education
University of Idaho 2004 — 2008
Bachelor of Science (B.S.), Accounting
Peterson Sullivan LLP October 2011 - Present
Matthew G. Norton Company 2010 - 2011
Moss Adams LLP 2008 - 2010
Skills
Tax Research, CPA, S Corporations, Tax Preparation, Accounting, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Returns, Partnership Taxation
Education
University of Idaho 2004 — 2008
Bachelor of Science (B.S.), Accounting
Andrew Hills Andrew Hills's Moss Adams LLP Experience March 2014 - Present
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP March 2014 - Present
Squar Milner January 2008 - March 2014
Skills
Corporate Tax, High Net Worth..., Financial Accounting, Tax Accounting
Education
University of California, Riverside 2003 — 2007
BS, Business Administration, Accounting
Moss Adams LLP March 2014 - Present
Squar Milner January 2008 - March 2014
Skills
Corporate Tax, High Net Worth..., Financial Accounting, Tax Accounting
Education
University of California, Riverside 2003 — 2007
BS, Business Administration, Accounting
Portia Van Wingerden Portia Van Wingerden's Moss Adams LLP Experience October 2014 - Present
Job Staff Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2014 - Present
Valley Flowers Incorporated June 2006 - Present
Moss Adams LLP June 2013 - August 2013
UCSB Art History Association September 2012 - June 2013
Museum of Contemporary Art Santa Barbara March 2012 - September 2012
Robitaille's Fine Candies June 2011 - October 2011
Skills
Leadership, Customer Service, PowerPoint, Time Management, Meet Deadlines, Critical Thinking, Facebook, Close Attention to..., Communication, Microsoft Excel, Accounting, Tax, Nonprofits
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts, Art History
Foothill College 2013 — 2014
Accounting
Bishop Garcia Diego High School 2006 — 2010
High School Diploma
Moss Adams LLP October 2014 - Present
Valley Flowers Incorporated June 2006 - Present
Moss Adams LLP June 2013 - August 2013
UCSB Art History Association September 2012 - June 2013
Museum of Contemporary Art Santa Barbara March 2012 - September 2012
Robitaille's Fine Candies June 2011 - October 2011
Skills
Leadership, Customer Service, PowerPoint, Time Management, Meet Deadlines, Critical Thinking, Facebook, Close Attention to..., Communication, Microsoft Excel, Accounting, Tax, Nonprofits
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts, Art History
Foothill College 2013 — 2014
Accounting
Bishop Garcia Diego High School 2006 — 2010
High School Diploma
Stephan King Stephan King's Moss Adams LLP Experience October 1996 - January 2012
Job Stephan King CPA PFS
Industry Accounting
Experience
Stephan King PC February 2012 - Present
Moss Adams LLP October 1996 - January 2012
Jones & Roth, PC October 1987 - October 1996
Maginnis & Carey January 1987 - June 1987
Skills
Tax, Accounting, Management Consulting, Construction, Retail, Income Tax, Business Planning, Wealth Services, Family Office, Estate Planning, Tax Research, Corporate Tax, Analysis, Financial Accounting, Financial Analysis, IRS, Management, Tax Accounting, Tax Advisory, Finance, Tax Preparation, CPA, Internal Controls, Financial Reporting, GAAP, Auditing, Tax Law, Partnership Taxation, Tax Returns, S Corporations
Education
University of Illinois at Urbana-Champaign 1990 — 1993
AICPA, National Tax Education Program
University of Hawaii - Shidler College of Business 1980 — 1985
BBA, Accounting
Kalaheo
Stephan King PC February 2012 - Present
Moss Adams LLP October 1996 - January 2012
Jones & Roth, PC October 1987 - October 1996
Maginnis & Carey January 1987 - June 1987
Skills
Tax, Accounting, Management Consulting, Construction, Retail, Income Tax, Business Planning, Wealth Services, Family Office, Estate Planning, Tax Research, Corporate Tax, Analysis, Financial Accounting, Financial Analysis, IRS, Management, Tax Accounting, Tax Advisory, Finance, Tax Preparation, CPA, Internal Controls, Financial Reporting, GAAP, Auditing, Tax Law, Partnership Taxation, Tax Returns, S Corporations
Education
University of Illinois at Urbana-Champaign 1990 — 1993
AICPA, National Tax Education Program
University of Hawaii - Shidler College of Business 1980 — 1985
BBA, Accounting
Kalaheo
Shirlene Kyin's Moss Adams LLP Experience July 2013 - Present
Job Business Management Associate at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2013 - Present
University of California, Riverside July 2011 - January 2013
Western Riverside Council of Government 2012 - 2012
Skills
Microsoft Excel, Financial Analysis, Office Administration, Higher Education, Software Documentation, Customer Service, Payroll, Microsoft Office, Budget Monitoring, Microsoft Office 2007, F9, Fundware, Reconciliation of..., Zenith Accounting..., Profx
Education
University of California, Riverside 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration, Finance
Moss Adams LLP July 2013 - Present
University of California, Riverside July 2011 - January 2013
Western Riverside Council of Government 2012 - 2012
Skills
Microsoft Excel, Financial Analysis, Office Administration, Higher Education, Software Documentation, Customer Service, Payroll, Microsoft Office, Budget Monitoring, Microsoft Office 2007, F9, Fundware, Reconciliation of..., Zenith Accounting..., Profx
Education
University of California, Riverside 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration, Finance
Laurel Stevens Laurel Stevens's Moss Adams LLP Experience May 2014 - August 2014
Job Summer Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2014 - August 2014
Nordstrom June 2012 - August 2013
Papa Murphy's International June 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Outlook, Accounting, Auditing, Leadership
Education
University of Idaho 2011 — 2015
Bachelor of Science in Business, Accounting and Finance, 3.85 GPA
Lewis and Clark High School 2007 — 2011
Moss Adams LLP May 2014 - August 2014
Nordstrom June 2012 - August 2013
Papa Murphy's International June 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Outlook, Accounting, Auditing, Leadership
Education
University of Idaho 2011 — 2015
Bachelor of Science in Business, Accounting and Finance, 3.85 GPA
Lewis and Clark High School 2007 — 2011
Chad Gumm's Moss Adams LLP Experience May 2015 - Present
Job Tax Director at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2015 - Present
PwC US September 2001 - Present
PwC September 2001 - April 2015
Skills
Corporate Tax, Tax, Income Tax, Tax Research, Big 4
Education
University of Florida 2000 — 2001
Master of Laws (LLM), Tax
Western New England College School of Law 1997 — 2000
Doctor of Law (JD)
University of Wisconsin-Madison 1992 — 1997
Bachelor of Science (BS)
Moss Adams LLP May 2015 - Present
PwC US September 2001 - Present
PwC September 2001 - April 2015
Skills
Corporate Tax, Tax, Income Tax, Tax Research, Big 4
Education
University of Florida 2000 — 2001
Master of Laws (LLM), Tax
Western New England College School of Law 1997 — 2000
Doctor of Law (JD)
University of Wisconsin-Madison 1992 — 1997
Bachelor of Science (BS)
Alex Zogg, CPA Alex Zogg, CPA's Moss Adams LLP Experience 2012 - Present
Job Senior Manager at Moss Adams LLP
Industry Real Estate
Experience
Moss Adams LLP 2012 - Present
KPMG LLP 2011 - 2012
Moss Adams LLP 2007 - 2011
R.J. Ricciardi CPAs, Inc. 2005 - 2007
Skills
Auditing, SEC filings, US GAAP, Financial Reporting, CPA, Assurance, Commercial Real Estate
Education
University of California, Santa Barbara 2002 — 2005
Bachelors, Business Economics & History of Art and Architecture
Moss Adams LLP 2012 - Present
KPMG LLP 2011 - 2012
Moss Adams LLP 2007 - 2011
R.J. Ricciardi CPAs, Inc. 2005 - 2007
Skills
Auditing, SEC filings, US GAAP, Financial Reporting, CPA, Assurance, Commercial Real Estate
Education
University of California, Santa Barbara 2002 — 2005
Bachelors, Business Economics & History of Art and Architecture
Devon Pearce Devon Pearce's Moss Adams LLP Experience January 2013 - March 2015
Job Director of Compliance at Medical Teams International
Industry Accounting
Experience
Medical Teams International April 2015 - Present
Moss Adams LLP January 2013 - March 2015
Microsoft August 2007 - September 2012
ESI 2005 - 2007
TriMet April 2001 - October 2005
PwC July 1998 - April 2001
Ernst & Young August 1997 - July 1998
U.S. Bank September 1995 - August 1997
Skills
Sarbanes-Oxley Act, Internal Audit, Consulting, Internal Controls, Auditing, Enterprise Risk..., Risk Management, Sarbanes-Oxley, Risk Assessment, Financial Risk, Financial Audits, Finance, Corporate Finance
Education
University of Idaho 1988 — 1995
BS, Finance
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Medical Teams International April 2015 - Present
Moss Adams LLP January 2013 - March 2015
Microsoft August 2007 - September 2012
ESI 2005 - 2007
TriMet April 2001 - October 2005
PwC July 1998 - April 2001
Ernst & Young August 1997 - July 1998
U.S. Bank September 1995 - August 1997
Skills
Sarbanes-Oxley Act, Internal Audit, Consulting, Internal Controls, Auditing, Enterprise Risk..., Risk Management, Sarbanes-Oxley, Risk Assessment, Financial Risk, Financial Audits, Finance, Corporate Finance
Education
University of Idaho 1988 — 1995
BS, Finance
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Amy Stillwell Amy Stillwell's Moss Adams LLP Experience January 2012 - Present
Job Senior Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2012 - Present
Kuhn and Koviak, CPA's February 2005 - January 2012
Skills
US GAAP, Corporate Tax, Tax Preparation, Tax Research, S Corporations, GAAP, Tax, Income Tax, CPA, Partnership Taxation
Education
University of California, Santa Barbara 1998 — 2002
Bachelor's degree, Business Economics with Accounting
Moss Adams LLP January 2012 - Present
Kuhn and Koviak, CPA's February 2005 - January 2012
Skills
US GAAP, Corporate Tax, Tax Preparation, Tax Research, S Corporations, GAAP, Tax, Income Tax, CPA, Partnership Taxation
Education
University of California, Santa Barbara 1998 — 2002
Bachelor's degree, Business Economics with Accounting
Jennifer Rabanal Jennifer Rabanal's Moss Adams LLP Experience August 2012 - Present
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2012 - Present
Rabanal & Smith LLP June 2003 - July 2012
Women for WineSense 2005 - 2009
MKF 1991 - 2003
Skills
Tax, Due Diligence, US GAAP, Mergers & Acquisitions, Corporate Tax, Strategic Financial..., Revenue Recognition, Financial Reporting, Income Tax, SEC filings, M&A experience, Wine, Sarbanes-Oxley Act, GAAP, Start-ups, Food & Beverage, Financial Analysis, Assurance
Education
University of California, Santa Barbara 1986 — 1990
BA, Business Economics, Accounting emphasis
Moss Adams LLP August 2012 - Present
Rabanal & Smith LLP June 2003 - July 2012
Women for WineSense 2005 - 2009
MKF 1991 - 2003
Skills
Tax, Due Diligence, US GAAP, Mergers & Acquisitions, Corporate Tax, Strategic Financial..., Revenue Recognition, Financial Reporting, Income Tax, SEC filings, M&A experience, Wine, Sarbanes-Oxley Act, GAAP, Start-ups, Food & Beverage, Financial Analysis, Assurance
Education
University of California, Santa Barbara 1986 — 1990
BA, Business Economics, Accounting emphasis
Susan Sherer Susan Sherer's Moss Adams LLP Experience 1988 - 1993
Job Board Member at Human Awareness Institute
Industry Nonprofit Organization Management
Experience
The Cedars of Marin August 2000 - Present
Tipi-US 2012 - Present
Human Awareness Institute 2011 - Present
CinemaCal 1993 - 1999
Moss Adams LLP 1988 - 1993
Skills
Accounting, Financial Analysis, Strategic Financial..., Strategic Planning, Business Strategy, Leadership, Coaching, Outsourcing, Budget, Microsoft Excel, Project Management, Team Building, Financial Reporting, Change Management, Non-profits, Creative Strategy, Visionary, Compassion, Mindfulness Meditation, A stand for Love, Being Joyful, Cooking with love, Dancing, Budgets, Teaching, Program Development, Public Speaking, Leadership Development, Workshop Facilitation, Executive Coaching, Nonprofits, Training
Education
University of Iowa 1975 — 1978
Bachelor of Business Administration (BBA), Accounting
The Cedars of Marin August 2000 - Present
Tipi-US 2012 - Present
Human Awareness Institute 2011 - Present
CinemaCal 1993 - 1999
Moss Adams LLP 1988 - 1993
Skills
Accounting, Financial Analysis, Strategic Financial..., Strategic Planning, Business Strategy, Leadership, Coaching, Outsourcing, Budget, Microsoft Excel, Project Management, Team Building, Financial Reporting, Change Management, Non-profits, Creative Strategy, Visionary, Compassion, Mindfulness Meditation, A stand for Love, Being Joyful, Cooking with love, Dancing, Budgets, Teaching, Program Development, Public Speaking, Leadership Development, Workshop Facilitation, Executive Coaching, Nonprofits, Training
Education
University of Iowa 1975 — 1978
Bachelor of Business Administration (BBA), Accounting
Beth Santizo Beth Santizo's Moss Adams LLP Experience April 2011 - December 2012
Job Practice Administrator at Capitol Gastroenterology Consultants Medical Group
Industry Hospital & Health Care
Experience
Capitol Gastroenterology Consultants Medical Group January 2013 - Present
Moss Adams LLP April 2011 - December 2012
Quorum Consulting July 2007 - April 2011
The Lash Group May 2005 - February 2007
Skills
Medical Devices, Project Management, Program Management, Clinical Trials, Healthcare Consulting, Management, Leadership, Training, Strategic Planning, Managed Care
Education
University of California, San Diego 2000 — 2004
BA, Human Development
Capitol Gastroenterology Consultants Medical Group January 2013 - Present
Moss Adams LLP April 2011 - December 2012
Quorum Consulting July 2007 - April 2011
The Lash Group May 2005 - February 2007
Skills
Medical Devices, Project Management, Program Management, Clinical Trials, Healthcare Consulting, Management, Leadership, Training, Strategic Planning, Managed Care
Education
University of California, San Diego 2000 — 2004
BA, Human Development
Teri Takemoto Teri Takemoto's Moss Adams LLP Experience June 2011 - Present
Job Senior Associate at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2011 - Present
LMU Accounting Society May 2010 - May 2011
Career Development Services August 2008 - May 2011
LMU Internal Audit May 2009 - December 2010
Sonia Sharma Events May 2010 - September 2010
Skills
Sarbanes-Oxley Act, Microsoft Office, Accounting, SOX Compliancy, QuickBooks, Auditing, CPA, Microsoft Excel, Internal Audit
Education
Loyola Marymount University (LMU) 2008 — 2011
Bachelor of Science (BS), Accounting and Business Law
California State University, Northridge 2007 — 2008
Bachelor of Science, Accounting
University of Hawaii at Manoa 2006 — 2007
Moss Adams LLP June 2011 - Present
LMU Accounting Society May 2010 - May 2011
Career Development Services August 2008 - May 2011
LMU Internal Audit May 2009 - December 2010
Sonia Sharma Events May 2010 - September 2010
Skills
Sarbanes-Oxley Act, Microsoft Office, Accounting, SOX Compliancy, QuickBooks, Auditing, CPA, Microsoft Excel, Internal Audit
Education
Loyola Marymount University (LMU) 2008 — 2011
Bachelor of Science (BS), Accounting and Business Law
California State University, Northridge 2007 — 2008
Bachelor of Science, Accounting
University of Hawaii at Manoa 2006 — 2007
Rebecca Pomering's Moss Adams LLP Experience 1997 - Present
Job CEO Moss Adams Wealth Advisors LLC
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC 2008 - Present
Moss Adams LLP 1997 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Finance
Moss Adams Wealth Advisors LLC 2008 - Present
Moss Adams LLP 1997 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Finance
Nandita Balaji Nandita Balaji's Moss Adams LLP Experience September 2014 - Present
Job Internal Continuous Control Monitoring Staff at Elavon, Inc.
Industry Accounting
Experience
Elavon, Inc. April 2015 - Present
Moss Adams LLP September 2014 - Present
KPMG June 2013 - September 2014
OppenheimerFunds January 2013 - April 2013
KPMG June 2012 - December 2012
KPMG June 2011 - August 2011
Landmark Financial January 2011 - June 2011
University of Denver August 2008 - June 2011
Skills
Accounting, GAAP, Financial Accounting, Auditing, Microsoft Excel, Access, PowerPoint, CPA, SEC filings, Management, Risk Management
Education
University of Denver 2008 — 2012
Bachelor of Science, Accounting; Information Technology
Elavon, Inc. April 2015 - Present
Moss Adams LLP September 2014 - Present
KPMG June 2013 - September 2014
OppenheimerFunds January 2013 - April 2013
KPMG June 2012 - December 2012
KPMG June 2011 - August 2011
Landmark Financial January 2011 - June 2011
University of Denver August 2008 - June 2011
Skills
Accounting, GAAP, Financial Accounting, Auditing, Microsoft Excel, Access, PowerPoint, CPA, SEC filings, Management, Risk Management
Education
University of Denver 2008 — 2012
Bachelor of Science, Accounting; Information Technology
Chris Wolking, MBA's Moss Adams LLP Experience January 2008 - May 2009
Job
Industry Security and Investigations
Experience
Hub Enterprises, Inc May 2014 - January 2015
US Computer Corporation August 2013 - March 2014
Acadiana Floor Services October 2011 - October 2012
C&C Technologies, Inc. May 2010 - August 2011
Triton Services, Inc. November 2009 - May 2010
Moss Adams, LLP January 2008 - May 2009
Grant Thornton February 2006 - December 2007
United States Navy April 1984 - February 2006
United States Navy April 1984 - February 2006
Non-Profit Development and Administration January 1984 - January 1984
Skills
Navy, Microsoft Office, Project Management, Analysis, Microsoft Excel, Military Operations, Military, Security Clearance, Operational Planning, Defence, Program Management, Operations Management, Project Planning, Management, Training, Engineering, Defense, Leadership, Strategic Planning, Military Experience, Tactics
Education
Golden Gate University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, 3.3
Golden Gate University 2000 — 2002
Master's Degree, Taxation, 3.7
University of Idaho 1993 — 1995
Bachelor, Science Business/Accounting
Hub Enterprises, Inc May 2014 - January 2015
US Computer Corporation August 2013 - March 2014
Acadiana Floor Services October 2011 - October 2012
C&C Technologies, Inc. May 2010 - August 2011
Triton Services, Inc. November 2009 - May 2010
Moss Adams, LLP January 2008 - May 2009
Grant Thornton February 2006 - December 2007
United States Navy April 1984 - February 2006
United States Navy April 1984 - February 2006
Non-Profit Development and Administration January 1984 - January 1984
Skills
Navy, Microsoft Office, Project Management, Analysis, Microsoft Excel, Military Operations, Military, Security Clearance, Operational Planning, Defence, Program Management, Operations Management, Project Planning, Management, Training, Engineering, Defense, Leadership, Strategic Planning, Military Experience, Tactics
Education
Golden Gate University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, 3.3
Golden Gate University 2000 — 2002
Master's Degree, Taxation, 3.7
University of Idaho 1993 — 1995
Bachelor, Science Business/Accounting
Jaime Masada Jaime Masada's Moss Adams LLP Experience June 2014 - Present
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2014 - Present
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2012 - December 2012
Dean of Students Office at UC Santa Cruz September 2011 - July 2012
Sockshop and Shoe Company August 2011 - May 2012
Colleges Nine and Ten Residential Life and Housing at UC Santa Cruz February 2010 - June 2011
OPERS Wellness Center at UC Santa Cruz September 2008 - June 2011
Economics Department at UC Santa Cruz January 2011 - March 2011
Orange County Public Administrator Public Guardian June 2010 - August 2010
Skills
Auditing, Accounting, Team Building, Organization &..., Task Completion, High Reliability, Communication Skills, Microsoft Word, Microsoft Excel
Education
UC Santa Cruz 2008 — 2012
Bachelor's degree, Business Management Economics with an Emphasis in Accounting
Moss Adams LLP June 2014 - Present
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2012 - December 2012
Dean of Students Office at UC Santa Cruz September 2011 - July 2012
Sockshop and Shoe Company August 2011 - May 2012
Colleges Nine and Ten Residential Life and Housing at UC Santa Cruz February 2010 - June 2011
OPERS Wellness Center at UC Santa Cruz September 2008 - June 2011
Economics Department at UC Santa Cruz January 2011 - March 2011
Orange County Public Administrator Public Guardian June 2010 - August 2010
Skills
Auditing, Accounting, Team Building, Organization &..., Task Completion, High Reliability, Communication Skills, Microsoft Word, Microsoft Excel
Education
UC Santa Cruz 2008 — 2012
Bachelor's degree, Business Management Economics with an Emphasis in Accounting
Mark Prynn Mark Prynn's Moss Adams LLP Experience September 2011 - September 2013
Job Managing Director at Lotus Innovations Fund
Industry Venture Capital & Private Equity
Experience
Lotus Innovations Fund April 2014 - Present
Moss Adams, LLP September 2011 - September 2013
Venture14.com June 2009 - September 2011
Deloitte & Touche 1983 - June 2009
Skills
Manufacturing, Tax, Private Equity, Audit, Business Strategy, Mergers, Strategic Planning, Financial Analysis, Due Diligence, Business Planning, Start-ups, Management Consulting, Accounting, Corporate Finance, Strategy Development, Financial Modeling, Risk Management, Valuation, Financial Reporting, Process Improvement, Business Intelligence, Auditing, Business Development, Entrepreneurship, Venture Capital, Finance, SaaS, CRM
Education
University of Cape Town 1978 — 1981
B.Comm, Accounting & Economics
Lotus Innovations Fund April 2014 - Present
Moss Adams, LLP September 2011 - September 2013
Venture14.com June 2009 - September 2011
Deloitte & Touche 1983 - June 2009
Skills
Manufacturing, Tax, Private Equity, Audit, Business Strategy, Mergers, Strategic Planning, Financial Analysis, Due Diligence, Business Planning, Start-ups, Management Consulting, Accounting, Corporate Finance, Strategy Development, Financial Modeling, Risk Management, Valuation, Financial Reporting, Process Improvement, Business Intelligence, Auditing, Business Development, Entrepreneurship, Venture Capital, Finance, SaaS, CRM
Education
University of Cape Town 1978 — 1981
B.Comm, Accounting & Economics
Amanda Geismann Amanda Geismann's Moss Adams LLP Experience January 2005 - October 2010
Job Technical Accounting at Getty Images
Industry Accounting
Experience
Getty Images January 2014 - Present
Getty Images June 2011 - December 2013
Eximius Group December 2010 - May 2011
Moss Adams LLP January 2005 - October 2010
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Finance, Financial Risk, GAAP, US GAAP
Education
University of Idaho 2000 — 2004
Bachelor of Science, Accounting & Finance
Getty Images January 2014 - Present
Getty Images June 2011 - December 2013
Eximius Group December 2010 - May 2011
Moss Adams LLP January 2005 - October 2010
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Finance, Financial Risk, GAAP, US GAAP
Education
University of Idaho 2000 — 2004
Bachelor of Science, Accounting & Finance
Joel Danenhauer Joel Danenhauer's Moss Adams LLP Experience January 2001 - December 2009
Job Forensic Accountant and Business Appraiser
Industry Accounting
Experience
Danenhauer & Danenhauer, Inc. January 2011 - Present
Zamucen & Curren, LLP January 2010 - November 2010
Moss Adams LLP January 2001 - December 2009
Moore Stephens Wurth Frazer and Torber, LLP December 1999 - December 2000
Skills
Financial Reporting, Accounting, Business Valuation, Forensic Accounting, Family Law, Valuation, CPA, Fraud, Forensic Analysis
Education
University of California, Santa Barbara 1995 — 1999
Danenhauer & Danenhauer, Inc. January 2011 - Present
Zamucen & Curren, LLP January 2010 - November 2010
Moss Adams LLP January 2001 - December 2009
Moore Stephens Wurth Frazer and Torber, LLP December 1999 - December 2000
Skills
Financial Reporting, Accounting, Business Valuation, Forensic Accounting, Family Law, Valuation, CPA, Fraud, Forensic Analysis
Education
University of California, Santa Barbara 1995 — 1999
Angela Falcone Larsen Angela Falcone Larsen's Moss Adams LLP Experience April 2008 - October 2010
Job Training Program Management, Instructional Designer, Trainer
Industry Education Management
Experience
Moss Adams LLP April 2008 - October 2010
Goodwill Industries International March 2004 - March 2008
Axiom Resource Management, Inc. March 2003 - March 2004
University of Florida October 2000 - June 2002
Skills
Leadership Development, Instructional Design, Curriculum Design, Training, Non-profits, Workshop Facilitation, Project Management, Nonprofits, Program Management, Team Building, Process Improvement, Staff Development, Program Development, E-Learning, Organizational..., Curriculum Development, Strategic Planning, Leadership, Coaching, Executive Coaching, Career Development, Community Outreach
Education
University of Florida - Warrington College Of Business 2001 — 2002
Master's Degree, Management
University of Florida 1999 — 2002
MEd/EdS, Mental Health Counseling
University of Florida 1993 — 1999
Bachelor's Degree, Human Resource Development (Family, Youth and Community Sciences)
University of Oslo (UiO) 2007 — 2007
Den Internasjonal sommerskolen
Moss Adams LLP April 2008 - October 2010
Goodwill Industries International March 2004 - March 2008
Axiom Resource Management, Inc. March 2003 - March 2004
University of Florida October 2000 - June 2002
Skills
Leadership Development, Instructional Design, Curriculum Design, Training, Non-profits, Workshop Facilitation, Project Management, Nonprofits, Program Management, Team Building, Process Improvement, Staff Development, Program Development, E-Learning, Organizational..., Curriculum Development, Strategic Planning, Leadership, Coaching, Executive Coaching, Career Development, Community Outreach
Education
University of Florida - Warrington College Of Business 2001 — 2002
Master's Degree, Management
University of Florida 1999 — 2002
MEd/EdS, Mental Health Counseling
University of Florida 1993 — 1999
Bachelor's Degree, Human Resource Development (Family, Youth and Community Sciences)
University of Oslo (UiO) 2007 — 2007
Den Internasjonal sommerskolen
Adam Hand Adam Hand's Moss Adams LLP Experience February 2009 - January 2011
Job at Adam Z. Hand, Esq., CPA Tax & Financial Consulting
Industry Accounting
Experience
Adam Z. Hand, Esq., CPA - Tax & Financial Consulting January 2011 - Present
Moss Adams LLP February 2009 - January 2011
Good Swartz Brown & Berns LLP, a Division of JH Cohn LLP September 2006 - January 2009
Green Hasson & Janks September 1998 - September 2006
Tanner Mainstain Hoffer & Peyrot LLP November 1997 - September 1998
Ernst & Young September 1994 - November 1997
Skills
Tax, Income Tax, Tax Preparation, Auditing, Accounting, Corporate Tax, Small Business, GAAP, Finance, Financial Planners, Partnership Taxation, IRS, Tax Research, Tax Accounting, CPA, Financial Planning
Education
University of Southern California Law School 1991 — 1994
Juris Doctor
University of California, Los Angeles 1987 — 1991
BA, Economics
Adam Z. Hand, Esq., CPA - Tax & Financial Consulting January 2011 - Present
Moss Adams LLP February 2009 - January 2011
Good Swartz Brown & Berns LLP, a Division of JH Cohn LLP September 2006 - January 2009
Green Hasson & Janks September 1998 - September 2006
Tanner Mainstain Hoffer & Peyrot LLP November 1997 - September 1998
Ernst & Young September 1994 - November 1997
Skills
Tax, Income Tax, Tax Preparation, Auditing, Accounting, Corporate Tax, Small Business, GAAP, Finance, Financial Planners, Partnership Taxation, IRS, Tax Research, Tax Accounting, CPA, Financial Planning
Education
University of Southern California Law School 1991 — 1994
Juris Doctor
University of California, Los Angeles 1987 — 1991
BA, Economics
Scott Grimm Scott Grimm's Moss Adams LLP Experience 2003 - 2009
Job CPA | Tax | Accounting | Real Estate | | Property Transactions | Transactional Planning | Capital Gains Planning
Industry Accounting
Experience
Anton Collins Mitchell LLP July 2010 - Present
Moss Adams LLP 2003 - 2009
Hein & Associates LLP 2000 - 2003
Skills
CPA, Accountant, Accounting, Advice, Audit, Business Development, Business Structuring, C Corp, Capital Gains Planning, Compliance, Construction, Consulting, Cost Segregation, Finance, Financial Reporting, Historic Tax Credit Work, International Compliance, LLC Taxation, Manager, Master of Taxation, Mentor, Middle Market, Partnership Accounting, Property Transactions, Quality Control, Real Estate, S Corp Taxation, Strategic, Structure Planning, Tax, Tax Compliance, Tax Planning, Tax Strategies, Trainer, Transactional Planning, S Corporations, C-Corp, Tax Research
Education
University of Denver 1999 — 2000
Master of Taxation (M.T.), Tax
University of Idaho 1993 — 1999
Bachelor of Science (B.S.), Accounting
Anton Collins Mitchell LLP July 2010 - Present
Moss Adams LLP 2003 - 2009
Hein & Associates LLP 2000 - 2003
Skills
CPA, Accountant, Accounting, Advice, Audit, Business Development, Business Structuring, C Corp, Capital Gains Planning, Compliance, Construction, Consulting, Cost Segregation, Finance, Financial Reporting, Historic Tax Credit Work, International Compliance, LLC Taxation, Manager, Master of Taxation, Mentor, Middle Market, Partnership Accounting, Property Transactions, Quality Control, Real Estate, S Corp Taxation, Strategic, Structure Planning, Tax, Tax Compliance, Tax Planning, Tax Strategies, Trainer, Transactional Planning, S Corporations, C-Corp, Tax Research
Education
University of Denver 1999 — 2000
Master of Taxation (M.T.), Tax
University of Idaho 1993 — 1999
Bachelor of Science (B.S.), Accounting
Brian Shull, CPA Brian Shull, CPA's Moss Adams LLP Experience October 2004 - May 2012
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2012 - Present
Moss Adams LLP October 2004 - May 2012
Ribail, Stauffer & Associates January 2000 - October 2004
McCall & Landwehr, PA August 2000 - October 2001
LeMaster & Daniels PLLC May 1998 - December 1999
Skills
Accounting, CPA, Consolidation, Cost Accounting, Financial Reporting, Due Diligence, Internal Controls, GAAP, Mergers, Project Planning, Tax, US GAAP, Corporate Tax, Income Tax
Education
University of Idaho 1993 — 1998
Bachelors, Accounting
CliftonLarsonAllen May 2012 - Present
Moss Adams LLP October 2004 - May 2012
Ribail, Stauffer & Associates January 2000 - October 2004
McCall & Landwehr, PA August 2000 - October 2001
LeMaster & Daniels PLLC May 1998 - December 1999
Skills
Accounting, CPA, Consolidation, Cost Accounting, Financial Reporting, Due Diligence, Internal Controls, GAAP, Mergers, Project Planning, Tax, US GAAP, Corporate Tax, Income Tax
Education
University of Idaho 1993 — 1998
Bachelors, Accounting
David Fang, CPA David Fang, CPA's Moss Adams LLP Experience January 2014 - Present
Job Tax Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Skills
Tax, Accounting, Financial Accounting, Corporate Tax, Partnership Taxation, Venture Funds, Foreign Compliance, Trusts, High Net Worth...
Education
University of California, Los Angeles 2008 — 2010
B.A., Business Economics, Accounting (minor)
Moss Adams LLP January 2014 - Present
Skills
Tax, Accounting, Financial Accounting, Corporate Tax, Partnership Taxation, Venture Funds, Foreign Compliance, Trusts, High Net Worth...
Education
University of California, Los Angeles 2008 — 2010
B.A., Business Economics, Accounting (minor)
Michael Zelda Michael Zelda's Moss Adams LLP Experience October 2015 - Present
Job Assurance Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2015 - Present
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) August 2005 - December 2012
KPMG LLP 2003 - 2005
Skills
Entrepreneurship,..., Auditing, CPA, Internal Audit, Employee Benefits, Mergers & Acquisitions, Mergers, Financial Analysis, Revenue Recognition, Accounting, Sarbanes-Oxley Act, US GAAP, SEC Filings, Internal Controls
Education
University of California, Santa Cruz 1999 — 2003
M.S. Applied Economics and Finance // B.A. Business Management Economics, Emphasis in Accounting, Finance, Economics, Accounting
Moss Adams LLP October 2015 - Present
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) August 2005 - December 2012
KPMG LLP 2003 - 2005
Skills
Entrepreneurship,..., Auditing, CPA, Internal Audit, Employee Benefits, Mergers & Acquisitions, Mergers, Financial Analysis, Revenue Recognition, Accounting, Sarbanes-Oxley Act, US GAAP, SEC Filings, Internal Controls
Education
University of California, Santa Cruz 1999 — 2003
M.S. Applied Economics and Finance // B.A. Business Management Economics, Emphasis in Accounting, Finance, Economics, Accounting
Jonathon Greiner's Moss Adams LLP Experience June 2014 - Present
Job Business Assurance Staff at Moss Adams LLP
Industry Biotechnology
Experience
Moss Adams LLP June 2014 - Present
LB Steak June 2013 - Present
JumpSport June 2013 - September 2013
Santa Cruz Biotechnology February 2012 - May 2013
Lake Wildwook Clubhouse May 2008 - September 2011
Skills
Accounts Receivable, Accounting, Invoicing, Customer Satisfaction, Restaurants, Troubleshooting, Food, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, PowerPoint, Payments, SAP, Teamwork, Time Management
Education
University of California, Santa Cruz 2010 — 2015
Bachelor of Arts (B.A.), Business Management and Economics
Moss Adams LLP June 2014 - Present
LB Steak June 2013 - Present
JumpSport June 2013 - September 2013
Santa Cruz Biotechnology February 2012 - May 2013
Lake Wildwook Clubhouse May 2008 - September 2011
Skills
Accounts Receivable, Accounting, Invoicing, Customer Satisfaction, Restaurants, Troubleshooting, Food, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, PowerPoint, Payments, SAP, Teamwork, Time Management
Education
University of California, Santa Cruz 2010 — 2015
Bachelor of Arts (B.A.), Business Management and Economics
Sam Hock's Moss Adams LLP Experience June 2013 - August 2013
Job Assurance Assocaite at EY
Industry Investment Banking
Experience
EY January 2015 - Present
Corner Capital Partners, LLC June 2014 - December 2014
UCSB Investment Advisory Committee January 2014 - July 2014
ALPHA TITANS, LLC September 2013 - March 2014
Moss Adams LLP June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Financial Accounting, Public Speaking, Microsoft Word, PowerPoint, Accounting, Leadership, Photoshop, Underwriting, Microsoft Office, Finance, Financial Analysis, Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
EY January 2015 - Present
Corner Capital Partners, LLC June 2014 - December 2014
UCSB Investment Advisory Committee January 2014 - July 2014
ALPHA TITANS, LLC September 2013 - March 2014
Moss Adams LLP June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Financial Accounting, Public Speaking, Microsoft Word, PowerPoint, Accounting, Leadership, Photoshop, Underwriting, Microsoft Office, Finance, Financial Analysis, Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
Samantha Simm Samantha Simm's Moss Adams LLP Experience December 2012 - October 2014
Job Auditor, Financial and Business at Sandia National Laboratories
Industry Accounting
Experience
Sandia National Laboratories October 2014 - Present
Moss Adams LLP December 2012 - October 2014
Moss Adams LLP August 2010 - December 2012
Moss Adams LLP June 2010 - August 2010
Skills
Auditing, Assurance, GAAP, Internal Controls, US GAAP, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act
Education
University of Dubuque 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
University of Dubuque 2006 — 2010
Bachelor of Arts (BA), Communication, General
Sandia National Laboratories October 2014 - Present
Moss Adams LLP December 2012 - October 2014
Moss Adams LLP August 2010 - December 2012
Moss Adams LLP June 2010 - August 2010
Skills
Auditing, Assurance, GAAP, Internal Controls, US GAAP, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act
Education
University of Dubuque 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
University of Dubuque 2006 — 2010
Bachelor of Arts (BA), Communication, General
Annie Martinez Annie Martinez's Moss Adams LLP Experience June 2014 - Present
Job Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2014 - Present
Moss Adams LLP February 2008 - Present
Education
University of California, Riverside 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Moss Adams LLP June 2014 - Present
Moss Adams LLP February 2008 - Present
Education
University of California, Riverside 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Devlin Flamm Devlin Flamm's Moss Adams LLP Experience September 2008 - October 2012
Job Tax Manager at Dougherty & Associates, CPAs
Industry Accounting
Experience
Dougherty & Associates, CPAs October 2012 - Present
Moss Adams LLP September 2008 - October 2012
Education
University of Idaho 2007 — 2008
Master's degree, Accounting
University of Tampa - John H. Sykes College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting
Dougherty & Associates, CPAs October 2012 - Present
Moss Adams LLP September 2008 - October 2012
Education
University of Idaho 2007 — 2008
Master's degree, Accounting
University of Tampa - John H. Sykes College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting
Bonnie Bookspan Bonnie Bookspan's Moss Adams LLP Experience April 2012 - July 2014
Job
Industry Human Resources
Experience
Ceres Community Project 2014 - 2015
Moss Adams LLP April 2012 - July 2014
Moss Adams LLP 2012 - 2014
Friend San Rafael Public Library 2010 - 2014
EBCO May 2010 - May 2012
Deloitte Services LP November 1996 - February 2010
Busse Building & Remodeling, Inc 1989 - 1996
Skills
Customer Service, Event Planning, Coaching, Excel, Coordination, Performance Management, Supervisory Skills, Fundraising, Scheduling, Customer Relations, Employee Relations, Telephone Skills, Administration, Research, Data Entry, Talent Management, Event Management, Succession Planning, Retail, Outlook, Customer Satisfaction, Conflict Management, Mentoring, Team Building, Resource Allocation, Client Relationship..., Staff Retention, Business Process, Policy Analysis, Team Motivator, Project Coordination, Process Improvement, communicatio, Staff Development, Training Delivery, Staff Management, Time Management, Talent Acquisition, Employee Engagement, Career Development, Leadership, Interviews, CRM, Onboarding, College Recruiting, System Administration, Microsoft Excel, Training, PeopleSoft, Cross-functional Team...
Education
University of Denver
Bachelor of Arts, Elementary Education
University of St. Thomas (TX)
Masters of Arts, Special Education for Learning Disabled
Ceres Community Project 2014 - 2015
Moss Adams LLP April 2012 - July 2014
Moss Adams LLP 2012 - 2014
Friend San Rafael Public Library 2010 - 2014
EBCO May 2010 - May 2012
Deloitte Services LP November 1996 - February 2010
Busse Building & Remodeling, Inc 1989 - 1996
Skills
Customer Service, Event Planning, Coaching, Excel, Coordination, Performance Management, Supervisory Skills, Fundraising, Scheduling, Customer Relations, Employee Relations, Telephone Skills, Administration, Research, Data Entry, Talent Management, Event Management, Succession Planning, Retail, Outlook, Customer Satisfaction, Conflict Management, Mentoring, Team Building, Resource Allocation, Client Relationship..., Staff Retention, Business Process, Policy Analysis, Team Motivator, Project Coordination, Process Improvement, communicatio, Staff Development, Training Delivery, Staff Management, Time Management, Talent Acquisition, Employee Engagement, Career Development, Leadership, Interviews, CRM, Onboarding, College Recruiting, System Administration, Microsoft Excel, Training, PeopleSoft, Cross-functional Team...
Education
University of Denver
Bachelor of Arts, Elementary Education
University of St. Thomas (TX)
Masters of Arts, Special Education for Learning Disabled
Robert Chace, CPA, ABV, CGMA Robert Chace, CPA, ABV, CGMA's Moss Adams LLP Experience September 1982 - September 1985
Job Shareholder, Chace CPA PS
Industry Accounting
Experience
Chace CPA PS July 2015 - Present
Chace & Spurgeon, PS October 1985 - July 2015
Moss Adams LLP September 1982 - September 1985
Arthur Young August 1967 - September 1971
Skills
CPA, ABV, CGMA, Estate and Tax Planner, Veterinary Advisor, Business Valuations, Estate Tax Planning, Financial Analysis, Tax, Estate Planning, Business Valuation, Tax Advisory, Accounting, Income Tax, Mergers & Acquisitions, Tax Compliance, Small Business, Financial Planners, Financial Reporting
Education
University of Cincinnati College of Business 1957 — 1963
BBA, Accounting
Chace CPA PS July 2015 - Present
Chace & Spurgeon, PS October 1985 - July 2015
Moss Adams LLP September 1982 - September 1985
Arthur Young August 1967 - September 1971
Skills
CPA, ABV, CGMA, Estate and Tax Planner, Veterinary Advisor, Business Valuations, Estate Tax Planning, Financial Analysis, Tax, Estate Planning, Business Valuation, Tax Advisory, Accounting, Income Tax, Mergers & Acquisitions, Tax Compliance, Small Business, Financial Planners, Financial Reporting
Education
University of Cincinnati College of Business 1957 — 1963
BBA, Accounting
Michael Bogert Michael Bogert's Moss Adams LLP Experience June 2005 - October 2008
Job Corp Dir of Finance at Prime Healthcare
Industry Hospital & Health Care
Experience
Prime Healthcare November 2008 - Present
Moss Adams LLP June 2005 - October 2008
PwC HC Consulting June 1995 - June 2005
Arthur Andersen & Co 1989 - 1992
Skills
Long-term Care, Managed Care, Leadership, Healthcare, Healthcare Consulting, Financial Accounting, Revenue Cycle, Healthcare Industry, Financial Modeling, Hospitals, Accounting, SEC filings, Performance Improvement, Medicare, Financial Analysis, Process Improvement, Managerial Finance, Revenue Cycle Management, US GAAP, CPA, Strategic Planning, Health Insurance, Data Analysis, Sarbanes-Oxley Act, EHR, Physicians, Finance, Financial Reporting, Auditing, Loans, Consulting, Healthcare Information..., Valuation, Microsoft Excel, Medicaid, Healthcare Management, EMR, HIPAA, Internal Controls, Due Diligence, Credit, Practice Management, Medicine, Budgets, Meditech, Physician Relations, Quality Improvement, Revenue Recognition, Healthcare Reimbursement, Medical Billing
Education
University of Connecticut 1986 — 1989
BS, Accounting major w/ Finance minor
Prime Healthcare November 2008 - Present
Moss Adams LLP June 2005 - October 2008
PwC HC Consulting June 1995 - June 2005
Arthur Andersen & Co 1989 - 1992
Skills
Long-term Care, Managed Care, Leadership, Healthcare, Healthcare Consulting, Financial Accounting, Revenue Cycle, Healthcare Industry, Financial Modeling, Hospitals, Accounting, SEC filings, Performance Improvement, Medicare, Financial Analysis, Process Improvement, Managerial Finance, Revenue Cycle Management, US GAAP, CPA, Strategic Planning, Health Insurance, Data Analysis, Sarbanes-Oxley Act, EHR, Physicians, Finance, Financial Reporting, Auditing, Loans, Consulting, Healthcare Information..., Valuation, Microsoft Excel, Medicaid, Healthcare Management, EMR, HIPAA, Internal Controls, Due Diligence, Credit, Practice Management, Medicine, Budgets, Meditech, Physician Relations, Quality Improvement, Revenue Recognition, Healthcare Reimbursement, Medical Billing
Education
University of Connecticut 1986 — 1989
BS, Accounting major w/ Finance minor
Jelena Nidbalska, CPA, CIA, CFE's Moss Adams LLP Experience June 2010 - March 2014
Job Business Risk and Controls Manager at Rentrak
Industry Accounting
Experience
Rentrak March 2014 - Present
Moss Adams LLP June 2010 - March 2014
Moss Adams LLP March 2007 - June 2010
Moss Adams LLP June 2005 - March 2007
Leotan February 1992 - May 1999
Skills
Internal Audit, Business Process..., SOX 404, Data Analysis, Internal Controls, Sarbanes-Oxley Act, Certified Fraud Examiner, Risk Assessment, CPA, Audit Command Language, Risk Based Audits, Controls Assessment, Risk Management..., Auditing, Financial Accounting, Performance Auditing, Sarbanes-Oxley, Financial Audits, Accounting, Assurance, Financial Statements, Risk Management, GAAP, US GAAP, Fixed Assets, SEC filings, Finance, Revenue Recognition, External Audit, Forensic Accounting
Education
University of Idaho 2001 — 2005
Bachelor in Science, Accounting and Finance
54 Vidusskola 1977 — 1985
HS
Rentrak March 2014 - Present
Moss Adams LLP June 2010 - March 2014
Moss Adams LLP March 2007 - June 2010
Moss Adams LLP June 2005 - March 2007
Leotan February 1992 - May 1999
Skills
Internal Audit, Business Process..., SOX 404, Data Analysis, Internal Controls, Sarbanes-Oxley Act, Certified Fraud Examiner, Risk Assessment, CPA, Audit Command Language, Risk Based Audits, Controls Assessment, Risk Management..., Auditing, Financial Accounting, Performance Auditing, Sarbanes-Oxley, Financial Audits, Accounting, Assurance, Financial Statements, Risk Management, GAAP, US GAAP, Fixed Assets, SEC filings, Finance, Revenue Recognition, External Audit, Forensic Accounting
Education
University of Idaho 2001 — 2005
Bachelor in Science, Accounting and Finance
54 Vidusskola 1977 — 1985
HS
Chelsea Small Chelsea Small's Moss Adams LLP Experience January 2015 - Present
Job Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
University of Idaho August 2013 - December 2014
University of Idaho September 2011 - December 2014
Skills
Windows, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Idaho 2013 — 2014
Master's degree, Accounting
University of Idaho 2009 — 2013
Bachelor of Science (BS), Mathematics
Moss Adams LLP January 2015 - Present
University of Idaho August 2013 - December 2014
University of Idaho September 2011 - December 2014
Skills
Windows, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Idaho 2013 — 2014
Master's degree, Accounting
University of Idaho 2009 — 2013
Bachelor of Science (BS), Mathematics
Heather Bush, CPA, CFE Heather Bush, CPA, CFE's Moss Adams LLP Experience October 2006 - January 2010
Job Controller at Medimix Specialty Pharmacy
Industry Accounting
Experience
Medimix Specialty Pharmacy September 2014 - Present
McKesson July 2013 - September 2014
PSS October 2012 - June 2013
PSS July 2011 - October 2012
Bumbleride Inc. April 2010 - July 2011
Moss Adams LLP October 2006 - January 2010
Skills
Process Improvement, Financial Analysis, Sarbanes-Oxley Act, SEC filings, Accounting, Internal Audit, US GAAP, Auditing, Internal Controls, GAAP, Financial Reporting, CPA, Financial Accounting
Education
University of California, Santa Barbara 2001 — 2005
Bachelor's degree, Business/Economics w/ Emphasis in Accounting
Medimix Specialty Pharmacy September 2014 - Present
McKesson July 2013 - September 2014
PSS October 2012 - June 2013
PSS July 2011 - October 2012
Bumbleride Inc. April 2010 - July 2011
Moss Adams LLP October 2006 - January 2010
Skills
Process Improvement, Financial Analysis, Sarbanes-Oxley Act, SEC filings, Accounting, Internal Audit, US GAAP, Auditing, Internal Controls, GAAP, Financial Reporting, CPA, Financial Accounting
Education
University of California, Santa Barbara 2001 — 2005
Bachelor's degree, Business/Economics w/ Emphasis in Accounting
Chris Worthen Chris Worthen's Moss Adams LLP Experience February 2012 - Present
Job Onsite Support Technician at Moss Adams LLP
Industry Information Technology and Services
Experience
Moss Adams LLP February 2012 - Present
Independent Work August 2008 - Present
Univeristy of Great Falls May 2010 - September 2010
Skills
Troubleshooting, Technical Support, Microsoft Office, Customer Service, Help Desk Support, Information Technology, Testing, Laptops
Education
University of Great Falls 2007 — 2011
BS, Computer Science
Moss Adams LLP February 2012 - Present
Independent Work August 2008 - Present
Univeristy of Great Falls May 2010 - September 2010
Skills
Troubleshooting, Technical Support, Microsoft Office, Customer Service, Help Desk Support, Information Technology, Testing, Laptops
Education
University of Great Falls 2007 — 2011
BS, Computer Science
Anita Shah DeHaan, CPA's Moss Adams LLP Experience November 2010 - Present
Job Tribal Services Group, Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2010 - Present
Joseph Eve February 2010 - October 2010
Isler CPA September 2008 - November 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP December 2007 - August 2008
Skills
Budgets, Government, Casino, Economic Development, Accounting, CPA, Financial Reporting, Financial Accounting, QuickBooks, US GAAP, General Ledger, Accounts Payable, External Audit, Account Reconciliation
Education
University of Central Florida 2005 — 2007
B.S., Accounting
Moss Adams LLP November 2010 - Present
Joseph Eve February 2010 - October 2010
Isler CPA September 2008 - November 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP December 2007 - August 2008
Skills
Budgets, Government, Casino, Economic Development, Accounting, CPA, Financial Reporting, Financial Accounting, QuickBooks, US GAAP, General Ledger, Accounts Payable, External Audit, Account Reconciliation
Education
University of Central Florida 2005 — 2007
B.S., Accounting
Tammy Rosenblum Tammy Rosenblum's Moss Adams LLP Experience January 2014 - Present
Job Business Assurance Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Girls on the Run of Silicon Valley September 2010 - Present
Zenverge May 2012 - January 2014
Vintners Distributors, Inc. June 2011 - May 2012
Mohler, Nixon & Williams April 2004 - June 2011
Skills
Auditing, GAAP, Accounting, CPA, Financial Statements, Sarbanes-Oxley Act, External Audit, Analysis, Financial Reporting, Budgets, Revenue Recognition, Internal Controls, Program Management
Education
University of California, Los Angeles 2000 — 2002
BA, Economics & Accounting
Moss Adams LLP January 2014 - Present
Girls on the Run of Silicon Valley September 2010 - Present
Zenverge May 2012 - January 2014
Vintners Distributors, Inc. June 2011 - May 2012
Mohler, Nixon & Williams April 2004 - June 2011
Skills
Auditing, GAAP, Accounting, CPA, Financial Statements, Sarbanes-Oxley Act, External Audit, Analysis, Financial Reporting, Budgets, Revenue Recognition, Internal Controls, Program Management
Education
University of California, Los Angeles 2000 — 2002
BA, Economics & Accounting
Francis Orejudos Francis Orejudos's Moss Adams LLP Experience October 2007 - Present
Job Senior Manager, Healthcare Consulting at Moss Adams LLP
Industry Hospital & Health Care
Experience
Moss Adams LLP October 2007 - Present
UnitedHealth Group May 2004 - September 2007
Kaiser Permanente November 2002 - May 2004
Skills
Claim, Health Policy, Managed Care, Healthcare Consulting, Medicare, Healthcare Information...
Education
University of California, Los Angeles
BS, Biochemistry
University of California, Los Angeles - School of Public Health
MPH, Health Administration
Moss Adams LLP October 2007 - Present
UnitedHealth Group May 2004 - September 2007
Kaiser Permanente November 2002 - May 2004
Skills
Claim, Health Policy, Managed Care, Healthcare Consulting, Medicare, Healthcare Information...
Education
University of California, Los Angeles
BS, Biochemistry
University of California, Los Angeles - School of Public Health
MPH, Health Administration
Jenni Wakida Jenni Wakida's Moss Adams LLP Experience January 1999 - October 2012
Job Senior Manager at Voldal Wartelle & Co., P.S.
Industry Accounting
Experience
Voldal Wartelle & Co., P.S. 2013 - Present
Clark Raymond & Co PLLC September 2012 - May 2013
Moss Adams LLP January 1999 - October 2012
NAWIC Puget Sound Chapter 2009 - September 2011
Barclay's North Inc. August 2002 - October 2003
Skills
Tax, S Corporations, Tax Research, CPA, Corporate Tax, GAAP, Income Tax, Tax Accounting
Education
University of Washington 1997 — 1998
BA, Business/Accounting
University of Hawaii at Hilo 1994 — 1996
Accounting and Business/Management
Voldal Wartelle & Co., P.S. 2013 - Present
Clark Raymond & Co PLLC September 2012 - May 2013
Moss Adams LLP January 1999 - October 2012
NAWIC Puget Sound Chapter 2009 - September 2011
Barclay's North Inc. August 2002 - October 2003
Skills
Tax, S Corporations, Tax Research, CPA, Corporate Tax, GAAP, Income Tax, Tax Accounting
Education
University of Washington 1997 — 1998
BA, Business/Accounting
University of Hawaii at Hilo 1994 — 1996
Accounting and Business/Management
Brian Conner Brian Conner's Moss Adams LLP Experience September 2012 - Present
Job Partner, National Practice Leader, Hospitals at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2012 - Present
Moss Adams LLP October 2005 - Present
Moss Adams LLP January 2000 - September 2005
Grant Thornton LLP January 1994 - December 1999
Skills
Hospitals, Health Care, Auditing, Health Care Consulting, Hospital Systems, Integrated Systems, Health Facilities, Medical Groups, Tax and Consulting..., Tax-Exempt Financing, Technical Reviews
Education
University of California, Los Angeles 1989 — 1993
Bachelor of Arts, English, Accounting
Moss Adams LLP September 2012 - Present
Moss Adams LLP October 2005 - Present
Moss Adams LLP January 2000 - September 2005
Grant Thornton LLP January 1994 - December 1999
Skills
Hospitals, Health Care, Auditing, Health Care Consulting, Hospital Systems, Integrated Systems, Health Facilities, Medical Groups, Tax and Consulting..., Tax-Exempt Financing, Technical Reviews
Education
University of California, Los Angeles 1989 — 1993
Bachelor of Arts, English, Accounting
Kyle Dinniene, PMP, CSM's Moss Adams LLP Experience April 2014 - Present
Job Senior Project Manager at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP April 2014 - Present
Symetra Financial July 2010 - April 2014
Holland America Line June 2009 - June 2010
Washington Mutual June 2007 - January 2009
K&L Gates August 2006 - May 2007
Safeco January 2003 - July 2006
Safeco Asset Management March 1998 - November 2002
Safeco Credit Company March 1996 - March 1998
Safeco Mutual Funds September 1992 - March 1996
Skills
Business Process..., Visio, Business Analysis, SDLC, Integration, PMP, Cross-functional Team..., Program Management, SharePoint, Leadership, Management, Project Management, Business Process, Agile Methodologies, Analysis, Strategy, MS Project, Scrum, Risk Management, Software Documentation, Microsoft Project
Education
University of Denver - Daniels College of Business 1988 — 1992
BSBA, Finance / Marketing
Moss Adams LLP April 2014 - Present
Symetra Financial July 2010 - April 2014
Holland America Line June 2009 - June 2010
Washington Mutual June 2007 - January 2009
K&L Gates August 2006 - May 2007
Safeco January 2003 - July 2006
Safeco Asset Management March 1998 - November 2002
Safeco Credit Company March 1996 - March 1998
Safeco Mutual Funds September 1992 - March 1996
Skills
Business Process..., Visio, Business Analysis, SDLC, Integration, PMP, Cross-functional Team..., Program Management, SharePoint, Leadership, Management, Project Management, Business Process, Agile Methodologies, Analysis, Strategy, MS Project, Scrum, Risk Management, Software Documentation, Microsoft Project
Education
University of Denver - Daniels College of Business 1988 — 1992
BSBA, Finance / Marketing
Angela Poon Angela Poon's Moss Adams LLP Experience March 2014 - April 2014
Job Administrative Assistant
Industry Accounting
Experience
Sierra Monitor Corporation October 2014 - Present
Abbott, Stringham & Lynch April 2014 - September 2014
Moss Adams LLP March 2014 - April 2014
Maidenform January 2010 - August 2010
Education
University of California, Riverside 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Sierra Monitor Corporation October 2014 - Present
Abbott, Stringham & Lynch April 2014 - September 2014
Moss Adams LLP March 2014 - April 2014
Maidenform January 2010 - August 2010
Education
University of California, Riverside 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Jen Hamilton's Moss Adams LLP Experience 1999 - 2003
Job Nationally Recognized Trainer of Professionals, Managers, Supervisors, & Millennials in Professional Services Field
Industry Professional Training & Coaching
Experience
Institute for Mastering Success February 2011 - Present
Becker Professional Education 2003 - 2013
Excel Youth Zone July 2009 - February 2011
Volunteer San Diego 2003 - 2009
Grossmont College January 2003 - May 2006
Moss Adams LLP 1999 - 2003
PricewaterhouseCoopers August 1996 - August 1999
Skills
Leadership, Staff Development, Training, Leadership Development, Public Speaking, Fundraising, Program Management, Program Development, Workshop Facilitation, Team Building, Volunteer Management, Community Outreach, Entrepreneurship, Nonprofits, Coaching, Higher Education, Social Networking, Grant Writing, Social Media, Event Planning, Small Business, Project Management, Program Evaluation, Volunteering, Public Relations, Youth Development, Recruiting, Community Development, Accounting, Marketing, Management, Strategic Planning, Organizational...
Education
University of California, Santa Barbara 1992 — 1996
BA Business Economics, Accounting
Granite Hills High School 1988 — 1992
High School Diploma
Institute for Mastering Success February 2011 - Present
Becker Professional Education 2003 - 2013
Excel Youth Zone July 2009 - February 2011
Volunteer San Diego 2003 - 2009
Grossmont College January 2003 - May 2006
Moss Adams LLP 1999 - 2003
PricewaterhouseCoopers August 1996 - August 1999
Skills
Leadership, Staff Development, Training, Leadership Development, Public Speaking, Fundraising, Program Management, Program Development, Workshop Facilitation, Team Building, Volunteer Management, Community Outreach, Entrepreneurship, Nonprofits, Coaching, Higher Education, Social Networking, Grant Writing, Social Media, Event Planning, Small Business, Project Management, Program Evaluation, Volunteering, Public Relations, Youth Development, Recruiting, Community Development, Accounting, Marketing, Management, Strategic Planning, Organizational...
Education
University of California, Santa Barbara 1992 — 1996
BA Business Economics, Accounting
Granite Hills High School 1988 — 1992
High School Diploma
Chad Duval Chad Duval's Moss Adams LLP Experience September 2004 - Present
Job National Practice Leader, Communications & Media at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2004 - Present
GVNW Consulting September 2001 - September 2004
Vanion October 2000 - September 2001
US West Communications January 1999 - September 2000
GVNW Consulting January 1995 - December 1998
Skills
Telecommunications
Education
University of Denver 1991 — 1994
Bachelor of Science, Business Administration; Statistics
Campbell County High School 1987 — 1990
Moss Adams LLP September 2004 - Present
GVNW Consulting September 2001 - September 2004
Vanion October 2000 - September 2001
US West Communications January 1999 - September 2000
GVNW Consulting January 1995 - December 1998
Skills
Telecommunications
Education
University of Denver 1991 — 1994
Bachelor of Science, Business Administration; Statistics
Campbell County High School 1987 — 1990
Josephine McCann Josephine McCann's Moss Adams LLP Experience July 2014 - Present
Job Marketing Coordinator at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Cerebellum Corporation April 2013 - July 2014
PulsePoint October 2012 - April 2013
Not In Our Town September 2012 - April 2013
Intelligent Direct, Inc. January 2012 - June 2012
Skills
Social Media, Blogging, Marketing, Microsoft Word, Twitter, Writing, Advertising, Google Docs, Facebook, Microsoft Excel, Constant Contact, InDesign, WordPress, Photoshop, Hootsuite, Mac OS X Server, Windows, Drupal, Outlook, MailChimp, Magento, Volusion, Quickbooks, Microsoft Dynamics, Event Planning, Marketing Communications
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Psychology, Criminology
University of Kent 2011 — 2011
Psychology
Moss Adams LLP July 2014 - Present
Cerebellum Corporation April 2013 - July 2014
PulsePoint October 2012 - April 2013
Not In Our Town September 2012 - April 2013
Intelligent Direct, Inc. January 2012 - June 2012
Skills
Social Media, Blogging, Marketing, Microsoft Word, Twitter, Writing, Advertising, Google Docs, Facebook, Microsoft Excel, Constant Contact, InDesign, WordPress, Photoshop, Hootsuite, Mac OS X Server, Windows, Drupal, Outlook, MailChimp, Magento, Volusion, Quickbooks, Microsoft Dynamics, Event Planning, Marketing Communications
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Psychology, Criminology
University of Kent 2011 — 2011
Psychology
James Chubb II James Chubb II's Moss Adams LLP Experience January 2013 - April 2013
Job Assistant Mortgage Consultant at Pacific Inland Financial, Inc.
Industry Financial Services
Experience
Pacific Inland Financial, Inc. April 2013 - Present
Moss Adams LLP January 2013 - April 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
UCSC Economics Department April 2011 - November 2012
Skills
Research, PowerPoint, Data Analysis, Word, Economics, Statistics, Mathematics, Mathematical Modeling, SAS, Microsoft Excel, Accounting, R, Financial Reporting, Stata, Auditing
Education
University of California, Santa Cruz 2007 — 2012
Master of Science (MS), Applied Economics and Finance
Pacific Inland Financial, Inc. April 2013 - Present
Moss Adams LLP January 2013 - April 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
UCSC Economics Department April 2011 - November 2012
Skills
Research, PowerPoint, Data Analysis, Word, Economics, Statistics, Mathematics, Mathematical Modeling, SAS, Microsoft Excel, Accounting, R, Financial Reporting, Stata, Auditing
Education
University of California, Santa Cruz 2007 — 2012
Master of Science (MS), Applied Economics and Finance
Samuel Louie Samuel Louie's Moss Adams LLP Experience August 2015 - Present
Job Business Valuation Analyst at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP August 2015 - Present
City of Banning April 2015 - July 2015
Kaiser Permanente July 2014 - September 2014
Victoria Financial Corporation June 2012 - August 2012
Skills
Teamwork, Analytical Skills, Business Valuation, Quantitative Analytics, Public Relations, Business Analytics, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of California, Riverside 2011 — 2015
Bachelor of Science (BS), Business Administration with an emphasis in Finance, 3.7 (Magna Cum Laude)
Moss Adams LLP August 2015 - Present
City of Banning April 2015 - July 2015
Kaiser Permanente July 2014 - September 2014
Victoria Financial Corporation June 2012 - August 2012
Skills
Teamwork, Analytical Skills, Business Valuation, Quantitative Analytics, Public Relations, Business Analytics, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of California, Riverside 2011 — 2015
Bachelor of Science (BS), Business Administration with an emphasis in Finance, 3.7 (Magna Cum Laude)
Joshua Strawn Joshua Strawn's Moss Adams LLP Experience 1995 - 1996
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. June 2001 - Present
Morgan Stanley November 1998 - June 2001
Ernst & Young 1996 - November 1998
Moss Adams LLP 1995 - 1996
Skills
Wealth Management, Asset Allocation, Series 7, Strategic Planning, Financial Analysis, Strategic Financial..., Series 63, Investment Management, Investment Strategies, Series 65, Retirement, Retirement Planning, Accounting, Financial Reporting, Business Development, Portfolio Management, Investment Advisory
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics - emphasis in accounting
Christian Brothers High School - Sacramento 1985 — 1989
UBS Financial Services Inc. June 2001 - Present
Morgan Stanley November 1998 - June 2001
Ernst & Young 1996 - November 1998
Moss Adams LLP 1995 - 1996
Skills
Wealth Management, Asset Allocation, Series 7, Strategic Planning, Financial Analysis, Strategic Financial..., Series 63, Investment Management, Investment Strategies, Series 65, Retirement, Retirement Planning, Accounting, Financial Reporting, Business Development, Portfolio Management, Investment Advisory
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics - emphasis in accounting
Christian Brothers High School - Sacramento 1985 — 1989
Jennifer Wesselman Jennifer Wesselman's Moss Adams LLP Experience December 2002 - October 2009
Job Tax Manager
Industry Accounting
Experience
Barnes Dennig December 2014 - Present
Intuit September 2010 - February 2011
Moss Adams LLP December 2002 - October 2009
Bruno Skorheim LLP November 2000 - December 2002
Barnes, Dennig & Co., Ltd December 1997 - November 2000
Skills
S Corporations, Tax, Accounting, GAAP, Tax Accounting, Financial Reporting, Corporate Tax, CPA, Financial Analysis, Tax Preparation, Training, Project Planning, Real Estate, Income Tax, Internal Controls, Financial Accounting, Financial Statements
Education
University of Cincinnati 1993 — 2000
Bachelors of Business Administration, Accountancy
Barnes Dennig December 2014 - Present
Intuit September 2010 - February 2011
Moss Adams LLP December 2002 - October 2009
Bruno Skorheim LLP November 2000 - December 2002
Barnes, Dennig & Co., Ltd December 1997 - November 2000
Skills
S Corporations, Tax, Accounting, GAAP, Tax Accounting, Financial Reporting, Corporate Tax, CPA, Financial Analysis, Tax Preparation, Training, Project Planning, Real Estate, Income Tax, Internal Controls, Financial Accounting, Financial Statements
Education
University of Cincinnati 1993 — 2000
Bachelors of Business Administration, Accountancy
Maggie Leung Maggie Leung's Moss Adams LLP Experience June 2013 - December 2014
Job Staff Accountant at Ripple
Industry Accounting
Experience
Ripple December 2014 - Present
Moss Adams LLP June 2013 - December 2014
UC Santa Cruz September 2011 - June 2013
The One-Page Company June 2012 - September 2012
Ripley's Believe it or Not Museum June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Data Entry, Microsoft Word, PowerPoint, Teamwork, Data Analysis, Customer Service, Time Management, Leadership, Social Media, Event Planning, Research, Public Speaking, Accounting, Outlook, Auditing
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies & Economics, emphasis in Accounting
Galileo Academy of Science & Technology 2005 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Ripple December 2014 - Present
Moss Adams LLP June 2013 - December 2014
UC Santa Cruz September 2011 - June 2013
The One-Page Company June 2012 - September 2012
Ripley's Believe it or Not Museum June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Data Entry, Microsoft Word, PowerPoint, Teamwork, Data Analysis, Customer Service, Time Management, Leadership, Social Media, Event Planning, Research, Public Speaking, Accounting, Outlook, Auditing
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Environmental Studies & Economics, emphasis in Accounting
Galileo Academy of Science & Technology 2005 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Cody Purcell, CPA's Moss Adams LLP Experience August 2013 - Present
Job Tax Manager at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP August 2013 - Present
Hawes Financial Group September 2012 - May 2013
Hawes Financial Group November 2010 - September 2012
Moss Adams LLP June 2008 - October 2010
Moss Adams LLP June 2006 - June 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Photoshop, Public Speaking, Editing, Financial Reporting, General Ledger, QuickBooks, Tax, Finance
Education
University of Idaho 2002 — 2006
Bachelor of Science (BS), Accounting
Borah High
Moss Adams LLP August 2013 - Present
Hawes Financial Group September 2012 - May 2013
Hawes Financial Group November 2010 - September 2012
Moss Adams LLP June 2008 - October 2010
Moss Adams LLP June 2006 - June 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Photoshop, Public Speaking, Editing, Financial Reporting, General Ledger, QuickBooks, Tax, Finance
Education
University of Idaho 2002 — 2006
Bachelor of Science (BS), Accounting
Borah High
Lisa Quach Lisa Quach's Moss Adams LLP Experience June 2015 - Present
Job Business Management Associate at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP June 2015 - Present
Samsung SDS May 2013 - June 2015
County of Riverside January 2013 - April 2013
ABC Restaurant Equipment CO. June 2010 - August 2012
Skills
Fast Learner, Outlook, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Event Planning
Education
University of California, Riverside 2009 — 2013
B.S., Business Administration
Moss Adams LLP June 2015 - Present
Samsung SDS May 2013 - June 2015
County of Riverside January 2013 - April 2013
ABC Restaurant Equipment CO. June 2010 - August 2012
Skills
Fast Learner, Outlook, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Event Planning
Education
University of California, Riverside 2009 — 2013
B.S., Business Administration
Ryan Petrucelli, CPA Ryan Petrucelli, CPA's Moss Adams LLP Experience March 2014 - Present
Job Transaction Services Senior Associate at Moss Adams, LLP
Industry Accounting
Experience
Moss Adams LLP March 2014 - Present
Moss Adams LLP February 2011 - Present
Skills
GAAP, CPA, US GAAP, Accounting, Internal Controls, Auditing, Revenue Recognition, Financial Accounting
Education
University of California, Santa Barbara 2006 — 2010
B.A., Economics with Accounting
Moss Adams LLP March 2014 - Present
Moss Adams LLP February 2011 - Present
Skills
GAAP, CPA, US GAAP, Accounting, Internal Controls, Auditing, Revenue Recognition, Financial Accounting
Education
University of California, Santa Barbara 2006 — 2010
B.A., Economics with Accounting
Cheryl Teeter-Balin Cheryl Teeter-Balin's Moss Adams LLP Experience January 2012 - Present
Job Assurance Services Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2012 - Present
Moss Adams LLP July 2008 - January 2012
Moss Adams LLP October 2007 - July 2008
Hood & Strong, LLP December 2004 - October 2007
Hood & Strong, LLP July 2003 - December 2004
Skills
Audit, Accounting, Assurance, Excel, Word, PowerPoint, Outlook, Financial Reporting, Internal Controls, Us gaap, Revenue Recognition, Sox, Quickbooks, IFRS, Non-profits, General Ledger, Cash Flow, Microsoft Office, Due Diligence, GAAP, Auditing, Financial Accounting, Financial Analysis, FASB, External Audit, Compliance, Fraud, Corporate Tax, Tax Accounting, QuickBooks, Sarbanes-Oxley Act, US GAAP, Nonprofits, CPA, Microsoft Excel, Forecasting
Education
University of California, Santa Barbara 1999 — 2003
BA, Business Economics, Accounting Emphasis
Moss Adams LLP January 2012 - Present
Moss Adams LLP July 2008 - January 2012
Moss Adams LLP October 2007 - July 2008
Hood & Strong, LLP December 2004 - October 2007
Hood & Strong, LLP July 2003 - December 2004
Skills
Audit, Accounting, Assurance, Excel, Word, PowerPoint, Outlook, Financial Reporting, Internal Controls, Us gaap, Revenue Recognition, Sox, Quickbooks, IFRS, Non-profits, General Ledger, Cash Flow, Microsoft Office, Due Diligence, GAAP, Auditing, Financial Accounting, Financial Analysis, FASB, External Audit, Compliance, Fraud, Corporate Tax, Tax Accounting, QuickBooks, Sarbanes-Oxley Act, US GAAP, Nonprofits, CPA, Microsoft Excel, Forecasting
Education
University of California, Santa Barbara 1999 — 2003
BA, Business Economics, Accounting Emphasis
Jennifer Cornett, CPA, MST's Moss Adams LLP Experience November 2009 - August 2013
Job Owner at Cornett CPA LLP
Industry Accounting
Experience
Cornett CPA January 2015 - Present
Wolters Kluwer, CCH August 2014 - Present
Western Union March 2014 - July 2014
Moss Adams LLP November 2009 - August 2013
Hein & Associates January 2008 - November 2009
Henry, Waters & Associates, Inc May 2007 - November 2007
Skills
Tax Research, CPA, Corporate Tax, International Tax, FAS109, Tax, Income Tax, Accounting, QuickBooks, State Tax, Financial Statements, S Corporations, Tax Accounting, Tax Preparation, US GAAP, Tax Returns, SEC filings, GAAP, Tax Advisory, Tax Law, Partnership Taxation
Education
University of Denver - Sturm College of Law 2007 — 2007
Master of Taxation, Tax Law
University of Idaho 2004 — 2006
Bachelor of Science in Business, Finance, Financial Planning Emphasis, Accounting Minor
Sandpoint High School 1999 — 2002
Cornett CPA January 2015 - Present
Wolters Kluwer, CCH August 2014 - Present
Western Union March 2014 - July 2014
Moss Adams LLP November 2009 - August 2013
Hein & Associates January 2008 - November 2009
Henry, Waters & Associates, Inc May 2007 - November 2007
Skills
Tax Research, CPA, Corporate Tax, International Tax, FAS109, Tax, Income Tax, Accounting, QuickBooks, State Tax, Financial Statements, S Corporations, Tax Accounting, Tax Preparation, US GAAP, Tax Returns, SEC filings, GAAP, Tax Advisory, Tax Law, Partnership Taxation
Education
University of Denver - Sturm College of Law 2007 — 2007
Master of Taxation, Tax Law
University of Idaho 2004 — 2006
Bachelor of Science in Business, Finance, Financial Planning Emphasis, Accounting Minor
Sandpoint High School 1999 — 2002
Crystal Lian Crystal Lian's Moss Adams LLP Experience January 2013 - March 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Moss Adams LLP January 2013 - March 2013
DaVita June 2012 - August 2012
Skills
Accounting, Financial Analysis, Tax Preparation, Tax Accounting, Finance, Microsoft Excel, GAAP, Financial Accounting, Microsoft Word, Bookkeeping, Statistics, Probability, Access, Tax Return Preparation, Statistical Inference, Analysis, Budgets, Tax Research, Spreadsheets, Tax
Education
University of Denver 2013 — 2014
Master of Taxation
University of Washington, Michael G. Foster School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
PwC September 2014 - Present
Moss Adams LLP January 2013 - March 2013
DaVita June 2012 - August 2012
Skills
Accounting, Financial Analysis, Tax Preparation, Tax Accounting, Finance, Microsoft Excel, GAAP, Financial Accounting, Microsoft Word, Bookkeeping, Statistics, Probability, Access, Tax Return Preparation, Statistical Inference, Analysis, Budgets, Tax Research, Spreadsheets, Tax
Education
University of Denver 2013 — 2014
Master of Taxation
University of Washington, Michael G. Foster School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Allen Kong's Moss Adams LLP Experience June 2015 - September 2015
Job Tax Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - September 2015
Delta Sigma Pi January 2015 - June 2015
UC Santa Cruz College 9/10 Dining Hall January 2013 - March 2014
James Express April 2012 - September 2012
Sino American Link May 2011 - August 2011
Skills
Leadership, Time Management, Teamwork, Communication, Customer Service, Networking, Accounting, Management, Social Media, Research
Education
University of California, Santa Cruz 2012 — 2016
B.A. in Business Management Economics w/ Accounting Emphasis & Minor in Technology Management
Moss Adams LLP June 2015 - September 2015
Delta Sigma Pi January 2015 - June 2015
UC Santa Cruz College 9/10 Dining Hall January 2013 - March 2014
James Express April 2012 - September 2012
Sino American Link May 2011 - August 2011
Skills
Leadership, Time Management, Teamwork, Communication, Customer Service, Networking, Accounting, Management, Social Media, Research
Education
University of California, Santa Cruz 2012 — 2016
B.A. in Business Management Economics w/ Accounting Emphasis & Minor in Technology Management
Robert Bunting Robert Bunting's Moss Adams LLP Experience January 2010 - 2012
Job Principal at RL Bunting Consulting
Industry Accounting
Experience
RL Bunting Consulting March 2013 - Present
Catherine Wilkins Foundation 1983 - Present
Moss Adams LLP January 2010 - 2012
Moss Adams LLP 2004 - 2012
IFAC 2008 - 2010
Moss Adams LLP 1981 - 2004
Skills
Management Consulting, Governance, Corporate Governance, Enterprise Risk..., Strategic Planning, Business Strategy, Accounting, CPA, Due Diligence, Leadership, Nonprofits, Strategy, Tax
Education
University of Idaho 1964 — 1968
B.S., Accounting
RL Bunting Consulting March 2013 - Present
Catherine Wilkins Foundation 1983 - Present
Moss Adams LLP January 2010 - 2012
Moss Adams LLP 2004 - 2012
IFAC 2008 - 2010
Moss Adams LLP 1981 - 2004
Skills
Management Consulting, Governance, Corporate Governance, Enterprise Risk..., Strategic Planning, Business Strategy, Accounting, CPA, Due Diligence, Leadership, Nonprofits, Strategy, Tax
Education
University of Idaho 1964 — 1968
B.S., Accounting
Scott Boyd, CPA's Moss Adams LLP Experience August 2006 - Present
Job Assurance Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2006 - Present
Skills
CPA, US GAAP reporting, Business Combinations, Impairment Testing, Variable Interest..., Financial Statement..., Financial Statement..., Forecasting, Personal Development, Economics, Member of AICPA, Financial Statements, Accounting, Auditing, US GAAP, External Audit
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (BA), Business Economics with an Emphasis in Accounting
Moss Adams LLP August 2006 - Present
Skills
CPA, US GAAP reporting, Business Combinations, Impairment Testing, Variable Interest..., Financial Statement..., Financial Statement..., Forecasting, Personal Development, Economics, Member of AICPA, Financial Statements, Accounting, Auditing, US GAAP, External Audit
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (BA), Business Economics with an Emphasis in Accounting
Levi Kendall Levi Kendall's Moss Adams LLP Experience July 2013 - August 2014
Job Tax Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
Moss Adams LLP July 2013 - August 2014
Moss Adams LLP August 2011 - June 2013
Extra Space Storage July 2007 - August 2008
Education
University of Denver 2009 — 2011
Master of Laws (LLM), Taxation
University of Denver - Sturm College of Law 2008 — 2011
Doctor of Law (J.D.)
Westminster College 2002 — 2007
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC August 2014 - Present
Moss Adams LLP July 2013 - August 2014
Moss Adams LLP August 2011 - June 2013
Extra Space Storage July 2007 - August 2008
Education
University of Denver 2009 — 2011
Master of Laws (LLM), Taxation
University of Denver - Sturm College of Law 2008 — 2011
Doctor of Law (J.D.)
Westminster College 2002 — 2007
Bachelor of Science (B.S.), Accounting
Heather Stokes Heather Stokes's Moss Adams LLP Experience June 2014 - Present
Job Experienced Audit Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2014 - Present
Deloitte September 2012 - Present
University of Georgia August 2011 - May 2012
Deloitte June 2011 - July 2011
Skills
Public Speaking, Event Planning, Auditing, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Data Analysis, Budgets, Access, Research, Social Media, Nonprofits, Analysis, Customer Service, Facebook, Financial Analysis, Higher Education, Non-profits, Time Management, Social Networking, Leadership Development, Spanish, Event Management, Press Releases, Marketing, Advertising, Outlook, Healthcare, Project Management, Public Relations, Media Relations, Change Management, Coaching
Education
University of Georgia - Terry College of Business 2007 — 2011
BS & MS, Accounting
Moss Adams LLP June 2014 - Present
Deloitte September 2012 - Present
University of Georgia August 2011 - May 2012
Deloitte June 2011 - July 2011
Skills
Public Speaking, Event Planning, Auditing, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Data Analysis, Budgets, Access, Research, Social Media, Nonprofits, Analysis, Customer Service, Facebook, Financial Analysis, Higher Education, Non-profits, Time Management, Social Networking, Leadership Development, Spanish, Event Management, Press Releases, Marketing, Advertising, Outlook, Healthcare, Project Management, Public Relations, Media Relations, Change Management, Coaching
Education
University of Georgia - Terry College of Business 2007 — 2011
BS & MS, Accounting
Sheri Hughes Sheri Hughes's Moss Adams LLP Experience July 2009 - Present
Job Senior Manager, Healthcare Consulting at Moss Adams LLP
Industry Hospital & Health Care
Experience
Moss Adams LLP July 2009 - Present
Hughes Consulting May 2005 - July 2009
Daughters of Charity Health System June 2006 - October 2008
Hoag Memorial Hospital Presbyterian 1984 - 2006
Hoag Hospital 1984 - 2006
Skills
Revenue Cycle, Healthcare IT, Healthcare, Hospitals, Healthcare Information..., Healthcare Consulting, Performance Improvement, HIPAA, Process Improvement, Healthcare Management, Healthcare Industry, Revenue Cycle Management, Managed Care, Team Building, Auditing, Physicians, Medicare, Medicaid, Strategic Planning, Practice Management, EHR, EMR, Leadership
Education
University of La Verne 1980 — 1985
bs, healthcare
Moss Adams LLP July 2009 - Present
Hughes Consulting May 2005 - July 2009
Daughters of Charity Health System June 2006 - October 2008
Hoag Memorial Hospital Presbyterian 1984 - 2006
Hoag Hospital 1984 - 2006
Skills
Revenue Cycle, Healthcare IT, Healthcare, Hospitals, Healthcare Information..., Healthcare Consulting, Performance Improvement, HIPAA, Process Improvement, Healthcare Management, Healthcare Industry, Revenue Cycle Management, Managed Care, Team Building, Auditing, Physicians, Medicare, Medicaid, Strategic Planning, Practice Management, EHR, EMR, Leadership
Education
University of La Verne 1980 — 1985
bs, healthcare
Levi Stewart, CPA's Moss Adams LLP Experience January 2012 - March 2012
Job Technical Research Analyst, Sustainability Accounting Standards Board
Industry Accounting
Experience
SASB – Sustainability Accounting Standards Board June 2014 - Present
The Nature Conservancy September 2013 - June 2014
The Nature Conservancy September 2012 - September 2013
Moss Adams LLP January 2012 - March 2012
Western Washington University April 2011 - December 2011
Skills
Accounting, Accounts Payable, Auditing, Environmental Awareness, Environmental Finance, Economics, Environmental Policy, Environmental Issues, Green House Gas..., Sustainable Business, Non-profit..., Financial Analysis, Finance
Education
Western Washington University 2010 — 2012
Business, Accounting
University of Colorado at Boulder 2007 — 2009
Accounting
SASB – Sustainability Accounting Standards Board June 2014 - Present
The Nature Conservancy September 2013 - June 2014
The Nature Conservancy September 2012 - September 2013
Moss Adams LLP January 2012 - March 2012
Western Washington University April 2011 - December 2011
Skills
Accounting, Accounts Payable, Auditing, Environmental Awareness, Environmental Finance, Economics, Environmental Policy, Environmental Issues, Green House Gas..., Sustainable Business, Non-profit..., Financial Analysis, Finance
Education
Western Washington University 2010 — 2012
Business, Accounting
University of Colorado at Boulder 2007 — 2009
Accounting
Susana Luu Susana Luu's Moss Adams LLP Experience January 2013 - Present
Job Audit Supervisor at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2007 - December 2012
Santa Cruz Biotechnology June 2006 - June 2007
Smart and Final June 2000 - June 2007
Education
University of California, Santa Cruz 2002 — 2007
Business Management and Economics with an emphasis in Accounting, Accounting
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2007 - December 2012
Santa Cruz Biotechnology June 2006 - June 2007
Smart and Final June 2000 - June 2007
Education
University of California, Santa Cruz 2002 — 2007
Business Management and Economics with an emphasis in Accounting, Accounting
Ben Mack's Moss Adams LLP Experience September 2012 - Present
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2012 - Present
Moss Adams LLP 2007 - September 2012
PricewaterhouseCoopers LLP January 2000 - November 2006
Skills
Board member, Northern..., Contributor to the..., CPA in California and..., AICPA Member..., Board Member--Hennepin..., Hospitals, Auditing, Healthcare, Assurance, CPA, US GAAP, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Bachelors of Business Administration, Accounting
Moss Adams LLP September 2012 - Present
Moss Adams LLP 2007 - September 2012
PricewaterhouseCoopers LLP January 2000 - November 2006
Skills
Board member, Northern..., Contributor to the..., CPA in California and..., AICPA Member..., Board Member--Hennepin..., Hospitals, Auditing, Healthcare, Assurance, CPA, US GAAP, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Bachelors of Business Administration, Accounting
Korry Sheffler Korry Sheffler's Moss Adams LLP Experience 2001 - 2008
Job Tax Manager at Itron
Industry Utilities
Experience
Itron 2008 - Present
Moss Adams LLP 2001 - 2008
Skills
Corporate Tax, Tax, Tax Accounting, Financial Reporting, Income Tax, Sarbanes-Oxley Act, FIN 48, Accounting
Education
Washington Institute for Graduate Studies 2010 — 2012
Masters of Tax, Taxation, 4.0
University of Idaho 1997 — 2001
B.S., Accounting
Itron 2008 - Present
Moss Adams LLP 2001 - 2008
Skills
Corporate Tax, Tax, Tax Accounting, Financial Reporting, Income Tax, Sarbanes-Oxley Act, FIN 48, Accounting
Education
Washington Institute for Graduate Studies 2010 — 2012
Masters of Tax, Taxation, 4.0
University of Idaho 1997 — 2001
B.S., Accounting
John Quackenbush, CPA's Moss Adams LLP Experience January 2011 - June 2013
Job Senior Tax Analyst at TripAdvisor
Industry Accounting
Experience
TripAdvisor February 2014 - Present
Grant Thornton LLP July 2013 - February 2014
Moss Adams LLP January 2011 - June 2013
Cottle & Swanson, CPA's, PLLC December 2008 - August 2009
Benton & Bray, PS CPA February 2008 - December 2008
Seattle Goodwill January 2007 - February 2008
Skills
Tax, Corporate Tax, CPA, Tax Law, Accounting, Tax Accounting, Income Tax, Tax Returns, Tax Research, ASC 740, SEC filings, S Corporations, FAS109, Multi-state tax returns
Education
University of Denver 2009 — 2010
M.T., Taxation
Seattle University 2004 — 2008
BABA, Accounting
TripAdvisor February 2014 - Present
Grant Thornton LLP July 2013 - February 2014
Moss Adams LLP January 2011 - June 2013
Cottle & Swanson, CPA's, PLLC December 2008 - August 2009
Benton & Bray, PS CPA February 2008 - December 2008
Seattle Goodwill January 2007 - February 2008
Skills
Tax, Corporate Tax, CPA, Tax Law, Accounting, Tax Accounting, Income Tax, Tax Returns, Tax Research, ASC 740, SEC filings, S Corporations, FAS109, Multi-state tax returns
Education
University of Denver 2009 — 2010
M.T., Taxation
Seattle University 2004 — 2008
BABA, Accounting
Nicole Kovach's Moss Adams LLP Experience April 2008 - November 2009
Job Executive Assistant to CEO at Driver Group, L.L.C.
Industry Biotechnology
Experience
Driver Group, L.L.C. August 2015 - Present
ICONIQ Capital November 2013 - July 2015
Bernstein Global Wealth Management August 2011 - October 2013
Triage Consulting Group January 2010 - August 2011
Moss Adams LLP April 2008 - November 2009
Skills
•Proficient in..., Series 63, Series 7, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Analysis, Alternative Investments, Asset Allocation, PowerPoint, Investments, Portfolio Management, Finance, Microsoft Office, Project Management
Education
University of California, San Diego 2004 — 2008
BA, Economics
Driver Group, L.L.C. August 2015 - Present
ICONIQ Capital November 2013 - July 2015
Bernstein Global Wealth Management August 2011 - October 2013
Triage Consulting Group January 2010 - August 2011
Moss Adams LLP April 2008 - November 2009
Skills
•Proficient in..., Series 63, Series 7, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Analysis, Alternative Investments, Asset Allocation, PowerPoint, Investments, Portfolio Management, Finance, Microsoft Office, Project Management
Education
University of California, San Diego 2004 — 2008
BA, Economics
Jay Wongwatana-anan's Moss Adams LLP Experience August 2015 — Present
Job Transaction Services Consultant at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP August 2015 — Present
CohnReznick LLP July 2014 — August 2015
Moss Levy & Hartzheim LLP June 2013 — June 2014
Balance Financial Management January 2013 — June 2013
Collaborative Financial Solutions October 2011 — November 2012
Skills
Microsoft Office, Accounting, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, Microsoft Excel, External Audit, GAAS, General Ledger, PowerPoint, Microsoft Word, Research, Outlook, Financial Statement..., Real Estate, SEC, Due Diligence, Financial Due Diligence
Education
University of California, Santa Barbara 2009 — 2013
BA, Business Economics with an Emphasis in Accounting
Covina High school ... — 2009
Lying and scamming
Moss Adams LLP August 2015 — Present
CohnReznick LLP July 2014 — August 2015
Moss Levy & Hartzheim LLP June 2013 — June 2014
Balance Financial Management January 2013 — June 2013
Collaborative Financial Solutions October 2011 — November 2012
Skills
Microsoft Office, Accounting, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, Microsoft Excel, External Audit, GAAS, General Ledger, PowerPoint, Microsoft Word, Research, Outlook, Financial Statement..., Real Estate, SEC, Due Diligence, Financial Due Diligence
Education
University of California, Santa Barbara 2009 — 2013
BA, Business Economics with an Emphasis in Accounting
Covina High school ... — 2009
Lying and scamming
Kerstin Laddish's Moss Adams LLP Experience October 2007 - June 2009
Job Controller at TriVascular, Inc
Industry Accounting
Experience
TriVascular, Inc July 2013 - Present
Multi-Contact USA November 2011 - March 2013
Moss Adams LLP October 2007 - June 2009
Dow Pharmaceutical Sciences, Inc. January 2004 - August 2007
Zainer Rinehart Clarke DFK November 2001 - September 2003
Deloitte & Touche January 1998 - October 2001
Hemming Morse, Inc. November 1996 - December 1997
Vocker Kristofferson November 1995 - November 1996
Skills
Microsoft Office, Hyperion Enterprise, Mas 90, Epicor, QuickBooks, FRx Report Writer, External Audit, Transcentive Express..., Asset Manager, T-Value, Auditing, Financial Statements, Managerial Finance, Financial Analysis, Tax, Corporate Tax, Management
Education
University of Southern California 1994 — 1995
Master's in Accounting, Accounting
University of Southern California - Marshall School of Business 1994 — 1995
Master's, Accounting
University of California, Santa Cruz 1990 — 1993
B.A., Economics
Analy High 1986 — 1990
TriVascular, Inc July 2013 - Present
Multi-Contact USA November 2011 - March 2013
Moss Adams LLP October 2007 - June 2009
Dow Pharmaceutical Sciences, Inc. January 2004 - August 2007
Zainer Rinehart Clarke DFK November 2001 - September 2003
Deloitte & Touche January 1998 - October 2001
Hemming Morse, Inc. November 1996 - December 1997
Vocker Kristofferson November 1995 - November 1996
Skills
Microsoft Office, Hyperion Enterprise, Mas 90, Epicor, QuickBooks, FRx Report Writer, External Audit, Transcentive Express..., Asset Manager, T-Value, Auditing, Financial Statements, Managerial Finance, Financial Analysis, Tax, Corporate Tax, Management
Education
University of Southern California 1994 — 1995
Master's in Accounting, Accounting
University of Southern California - Marshall School of Business 1994 — 1995
Master's, Accounting
University of California, Santa Cruz 1990 — 1993
B.A., Economics
Analy High 1986 — 1990
Ben Berkowitz's Moss Adams LLP Experience 2007 - 2009
Job Summer Associate at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital May 2015 - Present
StoneCreek Capital March 2014 - June 2014
Five Crowns Capital 2013 - March 2014
Canyon Capital Advisors 2010 - 2013
Capital Group 2010 - 2010
Adaptiv Technologies 2009 - 2010
Moss Adams LLP 2007 - 2009
KPMG LLP 2005 - 2007
Skills
Hedge Funds, Finance, Analysis, Internal Controls, Budgets, Process Improvement, Management, Analytics, Microsoft Excel, Auditing, Financial Statements, Financial Modeling, Financial Analysis, Sourcing, Financial Risk, Equities, Capital Markets, Capital Markets Analysis, Capital Market..., Derivatives, Derivatives Trading, Credit Derivatives, Equity Derivatives, Exotic Derivatives, FX Derivatives, Private Equity, Mergers & Acquisitions, Due Diligence, Restructuring, Corporate Finance, Strategy, Options
Education
University of California, Santa Barbara 2002 — 2006
Bachelor or Arts (Honors Distinction), Business Economics, Accounting, Sports Management
American Capital May 2015 - Present
StoneCreek Capital March 2014 - June 2014
Five Crowns Capital 2013 - March 2014
Canyon Capital Advisors 2010 - 2013
Capital Group 2010 - 2010
Adaptiv Technologies 2009 - 2010
Moss Adams LLP 2007 - 2009
KPMG LLP 2005 - 2007
Skills
Hedge Funds, Finance, Analysis, Internal Controls, Budgets, Process Improvement, Management, Analytics, Microsoft Excel, Auditing, Financial Statements, Financial Modeling, Financial Analysis, Sourcing, Financial Risk, Equities, Capital Markets, Capital Markets Analysis, Capital Market..., Derivatives, Derivatives Trading, Credit Derivatives, Equity Derivatives, Exotic Derivatives, FX Derivatives, Private Equity, Mergers & Acquisitions, Due Diligence, Restructuring, Corporate Finance, Strategy, Options
Education
University of California, Santa Barbara 2002 — 2006
Bachelor or Arts (Honors Distinction), Business Economics, Accounting, Sports Management
Todd Wall's Moss Adams LLP Experience 1993 - Present
Job Audit Partner Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 1993 - Present
Skills
SEC filings, GAAP, Financial Analysis, US GAAP, CPA, Internal Controls, Assurance, Financial Statements, Auditing, Financial Accounting, Accounting, Mergers & Acquisitions, Tax, Sarbanes-Oxley Act
Education
University of Idaho 1987 — 1993
B.S., Accounting, Finance and Marketing
Moss Adams LLP 1993 - Present
Skills
SEC filings, GAAP, Financial Analysis, US GAAP, CPA, Internal Controls, Assurance, Financial Statements, Auditing, Financial Accounting, Accounting, Mergers & Acquisitions, Tax, Sarbanes-Oxley Act
Education
University of Idaho 1987 — 1993
B.S., Accounting, Finance and Marketing
Carol Lai's Moss Adams LLP Experience December 2008 - May 2009
Job Tax at AIG
Industry Accounting
Experience
AIG November 2013 - Present
MS Campbell & Accociates November 2009 - November 2013
Moss Adams LLP December 2008 - May 2009
Ernst & Young March 2005 - November 2008
Education
University of California, Riverside 2001 — 2003
MBA, Accounting
University of California, Riverside - A. Gary Anderson Graduate School of Management 2001 — 2003
MBA, Accounting
AIG November 2013 - Present
MS Campbell & Accociates November 2009 - November 2013
Moss Adams LLP December 2008 - May 2009
Ernst & Young March 2005 - November 2008
Education
University of California, Riverside 2001 — 2003
MBA, Accounting
University of California, Riverside - A. Gary Anderson Graduate School of Management 2001 — 2003
MBA, Accounting
Paul Farkas's Moss Adams LLP Experience October 1984 - June 2013
Job President at Paul Farkas, CPA, P.C.
Industry Accounting
Experience
Paul Farkas, CPA, P.C. July 2013 - Present
Moss Adams, LLP October 1984 - June 2013
Education
University of Idaho 1972 — 1976
Bachelor’s Degree, Accounting
Paul Farkas, CPA, P.C. July 2013 - Present
Moss Adams, LLP October 1984 - June 2013
Education
University of Idaho 1972 — 1976
Bachelor’s Degree, Accounting
Rees Retuta's Moss Adams LLP Experience June 2006 - August 2006
Job Cofounder / Software Engineer at Lionstep Media
Industry Information Technology and Services
Experience
Lionstep Media October 2012 - Present
HYFN July 2010 - October 2012
LiveCollegeLounge.com January 2010 - July 2010
Cognizant Technology Solutions August 2009 - January 2010
eQ Technologic April 2009 - August 2009
Acquity Group July 2008 - January 2009
Moss Adams LLP June 2006 - August 2006
Skills
JavaScript, CSS, jQuery, Web Development, E-commerce, Web Applications, HTML, PHP, Mobile Applications, Requirements Gathering, Use Case, SQL, Java, Photoshop, WordPress, Google Analytics, Analytics, Facebook API, MySQL, LAMP, CodeIgniter, HTML 5, Digital Strategy, Apache, Microsoft SQL Server, Web Analytics, Oracle, CMS, Web Design, Agile Methodologies, Access, Integration, Information Architecture, SEO, Software Development, Flash, Git, C#, Business Intelligence, Subversion, Enterprise Software, Eclipse, ActionScript, Facebook, Linux, User Interface Design, Dreamweaver, User Interface, User Experience, MVC
Education
University of California, Los Angeles 2005 — 2008
BA, Economics / Programming Specialization
Lionstep Media October 2012 - Present
HYFN July 2010 - October 2012
LiveCollegeLounge.com January 2010 - July 2010
Cognizant Technology Solutions August 2009 - January 2010
eQ Technologic April 2009 - August 2009
Acquity Group July 2008 - January 2009
Moss Adams LLP June 2006 - August 2006
Skills
JavaScript, CSS, jQuery, Web Development, E-commerce, Web Applications, HTML, PHP, Mobile Applications, Requirements Gathering, Use Case, SQL, Java, Photoshop, WordPress, Google Analytics, Analytics, Facebook API, MySQL, LAMP, CodeIgniter, HTML 5, Digital Strategy, Apache, Microsoft SQL Server, Web Analytics, Oracle, CMS, Web Design, Agile Methodologies, Access, Integration, Information Architecture, SEO, Software Development, Flash, Git, C#, Business Intelligence, Subversion, Enterprise Software, Eclipse, ActionScript, Facebook, Linux, User Interface Design, Dreamweaver, User Interface, User Experience, MVC
Education
University of California, Los Angeles 2005 — 2008
BA, Economics / Programming Specialization
Justin Gugajew's Moss Adams LLP Experience November 2006 - March 2013
Job Senior Tax Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP March 2013 - Present
Moss Adams LLP November 2006 - March 2013
Education
USC Marshall School of Business
Master’s Degree, Taxation
University of California, Los Angeles
Bachelor’s Degree, Economics
CohnReznick LLP March 2013 - Present
Moss Adams LLP November 2006 - March 2013
Education
USC Marshall School of Business
Master’s Degree, Taxation
University of California, Los Angeles
Bachelor’s Degree, Economics
Matt Parsons, CPA's Moss Adams LLP Experience October 2011 - Present
Job Business Assurance Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2011 - Present
Mayer Hoffman McCann P.C. August 2005 - October 2011
Conrad and Associates August 2005 - December 2005
Skills
Assurance, Auditing, Accounting, CPA, Financial Statements, Non-profits, Local Government, Healthcare, External Audit, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Tax, Financial Reporting, Revenue Recognition
Education
University of California, Los Angeles 2001 — 2005
Bachelor of Arts, Economics
Moss Adams LLP October 2011 - Present
Mayer Hoffman McCann P.C. August 2005 - October 2011
Conrad and Associates August 2005 - December 2005
Skills
Assurance, Auditing, Accounting, CPA, Financial Statements, Non-profits, Local Government, Healthcare, External Audit, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Tax, Financial Reporting, Revenue Recognition
Education
University of California, Los Angeles 2001 — 2005
Bachelor of Arts, Economics
Jon Borgardt's Moss Adams LLP Experience June 2006 - November 2007
Job Senior Manager at PricewaterhouseCoopers
Industry Real Estate
Experience
PricewaterhouseCoopers December 2007 - Present
Moss Adams LLP June 2006 - November 2007
Education
University of California, Santa Barbara
Business Economics
PricewaterhouseCoopers December 2007 - Present
Moss Adams LLP June 2006 - November 2007
Education
University of California, Santa Barbara
Business Economics
Sharon Hartzel's Moss Adams LLP Experience November 2007 - February 2014
Job Director at The Claro Group
Industry Hospital & Health Care
Experience
The Claro Group March 2014 - Present
Moss Adams LLP November 2007 - February 2014
Palos Community Hospital January 2005 - April 2007
Silver Cross Hospital March 1997 - December 2004
Skills
Sarbanes-Oxley Act, Internal Audit, GAAP, Auditing, Internal Controls, Financial Reporting, Medicare
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
The Claro Group March 2014 - Present
Moss Adams LLP November 2007 - February 2014
Palos Community Hospital January 2005 - April 2007
Silver Cross Hospital March 1997 - December 2004
Skills
Sarbanes-Oxley Act, Internal Audit, GAAP, Auditing, Internal Controls, Financial Reporting, Medicare
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Laura Craft Fowler, SPHR's Moss Adams LLP Experience November 2008 - October 2013
Job Managing Director. Recruitment and Diversity at Alaska Airlines We're Hiring!
Industry Human Resources
Experience
Alaska Airlines November 2013 - Present
Moss Adams LLP November 2008 - October 2013
BlackRock October 2007 - September 2008
Quellos Group December 2002 - September 2007
Deloitte Consulting 1996 - 2001
JONES DAY® 1990 - 1995
Education
Davis High School - Modesto
University of California, Los Angeles
Alaska Airlines November 2013 - Present
Moss Adams LLP November 2008 - October 2013
BlackRock October 2007 - September 2008
Quellos Group December 2002 - September 2007
Deloitte Consulting 1996 - 2001
JONES DAY® 1990 - 1995
Education
Davis High School - Modesto
University of California, Los Angeles
Jennifer Arrache's Moss Adams LLP Experience November 2002 - April 2005
Job at ArracheGraham LLP
Industry Financial Services
Experience
ArracheGraham LLP December 2009 - Present
Colony Capital April 2005 - December 2009
Moss Adams LLP November 2002 - April 2005
Windes & McClaughry Accountancy Corporation July 1999 - November 2002
Skills
Financial Reporting, Accounting, Small Business, Tax, Financial Analysis, Nonprofits, CPA, Entrepreneurship, Financial Accounting, Management, Start-ups, Microsoft Excel, SEC filings, Internal Audit, Auditing, Due Diligence, Financial Modeling, Finance, Leadership, Private Equity, Restructuring, Mergers & Acquisitions, Investments, Corporate Finance, Strategic Financial...
Education
University of California, Riverside 1998 — 1999
MBA
University of Southern California 1994 — 1997
Bachelor of Science (BS)
ArracheGraham LLP December 2009 - Present
Colony Capital April 2005 - December 2009
Moss Adams LLP November 2002 - April 2005
Windes & McClaughry Accountancy Corporation July 1999 - November 2002
Skills
Financial Reporting, Accounting, Small Business, Tax, Financial Analysis, Nonprofits, CPA, Entrepreneurship, Financial Accounting, Management, Start-ups, Microsoft Excel, SEC filings, Internal Audit, Auditing, Due Diligence, Financial Modeling, Finance, Leadership, Private Equity, Restructuring, Mergers & Acquisitions, Investments, Corporate Finance, Strategic Financial...
Education
University of California, Riverside 1998 — 1999
MBA
University of Southern California 1994 — 1997
Bachelor of Science (BS)
Thor Yarbrough, CPA's Moss Adams LLP Experience January 2004 - January 2015
Job CPA at Besemann Valentine LLP
Industry Accounting
Experience
Besemann Valentine LLP January 2015 - Present
Moss Adams LLP January 2004 - January 2015
Albertsons June 2003 - August 2003
Skills
CPA, US GAAP, Internal Controls, GAAP, Auditing, Accounting, Financial Reporting, Financial Accounting
Education
University of Idaho 1999 — 2003
B.S. Business, Accounting and Information Systems
Besemann Valentine LLP January 2015 - Present
Moss Adams LLP January 2004 - January 2015
Albertsons June 2003 - August 2003
Skills
CPA, US GAAP, Internal Controls, GAAP, Auditing, Accounting, Financial Reporting, Financial Accounting
Education
University of Idaho 1999 — 2003
B.S. Business, Accounting and Information Systems
Pete Danielson, CPA's Moss Adams LLP Experience June 2006 - September 2011
Job Finance Manager, AG Business Unit
Industry Consumer Goods
Experience
Mattel, Inc. December 2014 - Present
Dycom Industries April 2014 - November 2014
Levi Strauss & Co. September 2011 - April 2014
Moss Adams LLP June 2006 - September 2011
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Statements, Forecasting, Financial Modeling, Finance, Corporate FP&A, Hyperion, Essbase, SAP, PowerPoint, Foreign Currency, Cash Flow Forecasting, Business Process..., Auditing, Internal Audit
Education
University of Idaho
Master of Accountancy
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA), Finance
Mattel, Inc. December 2014 - Present
Dycom Industries April 2014 - November 2014
Levi Strauss & Co. September 2011 - April 2014
Moss Adams LLP June 2006 - September 2011
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Statements, Forecasting, Financial Modeling, Finance, Corporate FP&A, Hyperion, Essbase, SAP, PowerPoint, Foreign Currency, Cash Flow Forecasting, Business Process..., Auditing, Internal Audit
Education
University of Idaho
Master of Accountancy
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA), Finance
Katie Swajkoski's Moss Adams LLP Experience January 2006 - August 2009
Job Financial Analyst III at SUPERVALU
Industry Accounting
Experience
SUPERVALU August 2013 - Present
SUPERVALU February 2012 - August 2013
SUPERVALU September 2009 - February 2012
Junior League of Boise 2012 - 2012
FC Nova Soccer Club January 2010 - 2012
Junior League of Boise 2010 - 2012
Moss Adams LLP January 2006 - August 2009
Smith Barney May 2005 - August 2005
Skills
Business, Community Outreach, Microsoft Excel, Events, General Ledger, Invoicing, Leadership, Microsoft Office, Non-profits, Organization, PowerPoint, Strategic Planning, Customer Service, Problem Solving, Youth Mentoring, Teamwork, Analysis, Microsoft Word, Accounting, Nonprofits, Accounts Receivable, Account Reconciliation
Education
University of Idaho 2001 — 2006
Finance w/ CFP Option, Business
SUPERVALU August 2013 - Present
SUPERVALU February 2012 - August 2013
SUPERVALU September 2009 - February 2012
Junior League of Boise 2012 - 2012
FC Nova Soccer Club January 2010 - 2012
Junior League of Boise 2010 - 2012
Moss Adams LLP January 2006 - August 2009
Smith Barney May 2005 - August 2005
Skills
Business, Community Outreach, Microsoft Excel, Events, General Ledger, Invoicing, Leadership, Microsoft Office, Non-profits, Organization, PowerPoint, Strategic Planning, Customer Service, Problem Solving, Youth Mentoring, Teamwork, Analysis, Microsoft Word, Accounting, Nonprofits, Accounts Receivable, Account Reconciliation
Education
University of Idaho 2001 — 2006
Finance w/ CFP Option, Business
Mark Rabkin's Moss Adams LLP Experience
Job partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP
Skills
Accounting, SEC filings, GAAP, CPA, Internal Controls, Corporate Tax, Private Equity, Sarbanes-Oxley Act, Financial Analysis, Auditing, Managerial Finance, Due Diligence, Sarbanes-Oxley, Finance, Corporate Finance, Income Tax, Assurance, Tax Research, Financial Accounting, Tax, Revenue Recognition, Mergers & Acquisitions, International Tax
Education
ucla
Moss Adams LLP
Skills
Accounting, SEC filings, GAAP, CPA, Internal Controls, Corporate Tax, Private Equity, Sarbanes-Oxley Act, Financial Analysis, Auditing, Managerial Finance, Due Diligence, Sarbanes-Oxley, Finance, Corporate Finance, Income Tax, Assurance, Tax Research, Financial Accounting, Tax, Revenue Recognition, Mergers & Acquisitions, International Tax
Education
ucla
Lewis Stark's Moss Adams LLP Experience 1995 - 2007
Job Partner, Royalty Audit & Contract Compliance Group at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP August 2007 - Present
Moss Adams LLP 1995 - 2007
Skills
Royalty and Contract..., Forensic Investigations, Financial Due Diligence, Due Diligence, Royalties, Contract Management, Licensing, Forensic Analysis, Tax Incentives, Litigation Support, Contract Law, Consulting, Accounting, Internal Controls, Auditing, Intellectual Property, Strategy, Trademarks, Royalty Audit, Tax, Forensic Accounting, Mergers & Acquisitions, Restructuring, Private Equity, SEC filings, Corporate Governance, CPA, Corporate Tax, Sarbanes-Oxley Act, Copyright Law
Education
University of California, Santa Barbara 1984 — 1988
BA, Business Economics
EisnerAmper LLP August 2007 - Present
Moss Adams LLP 1995 - 2007
Skills
Royalty and Contract..., Forensic Investigations, Financial Due Diligence, Due Diligence, Royalties, Contract Management, Licensing, Forensic Analysis, Tax Incentives, Litigation Support, Contract Law, Consulting, Accounting, Internal Controls, Auditing, Intellectual Property, Strategy, Trademarks, Royalty Audit, Tax, Forensic Accounting, Mergers & Acquisitions, Restructuring, Private Equity, SEC filings, Corporate Governance, CPA, Corporate Tax, Sarbanes-Oxley Act, Copyright Law
Education
University of California, Santa Barbara 1984 — 1988
BA, Business Economics
Cacy Bowman's Moss Adams LLP Experience January 2009 - Present
Job Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2009 - Present
Education
University of Idaho 2004 — 2008
Moss Adams LLP January 2009 - Present
Education
University of Idaho 2004 — 2008
Philip Wei's Moss Adams LLP Experience October 2006 - February 2009
Job Accounting Manager at Wells Fargo Capital Finance
Industry Accounting
Experience
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance August 2010 - July 2012
Wells Fargo Capital Finance March 2009 - July 2010
Moss Adams LLP October 2006 - February 2009
Moss Adams LLP June 2005 - August 2005
Skills
Assurance, Internal Controls, Auditing, GAAP, External Audit, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Internal Audit, SEC filings, IT Audit, Enterprise Risk..., PowerPoint, Microsoft Word
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Financial Accounting
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance August 2010 - July 2012
Wells Fargo Capital Finance March 2009 - July 2010
Moss Adams LLP October 2006 - February 2009
Moss Adams LLP June 2005 - August 2005
Skills
Assurance, Internal Controls, Auditing, GAAP, External Audit, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Internal Audit, SEC filings, IT Audit, Enterprise Risk..., PowerPoint, Microsoft Word
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Financial Accounting
Andria Kerkof's Moss Adams LLP Experience February 2000 - Present
Job office assistant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP February 2000 - Present
Education
University of California, Santa Cruz 1986 — 1990
BA, Psychology
Moss Adams LLP February 2000 - Present
Education
University of California, Santa Cruz 1986 — 1990
BA, Psychology
Alyssa Strobel's Moss Adams LLP Experience 2006 - Present
Job CPA, Assurance Senior Manager, Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 2006 - Present
ATK Mission Research March 2005 - March 2006
Skills
Accounting, Auditing, GAAP, Financial Reporting, SEC Financial Reporting, internal controls, Team Management, Assurance, US GAAP, Internal Controls, CPA, SEC Filings, Financial Accounting, Financial Statements, External Audit
Education
University of California, Santa Barbara 2003 — 2006
BA, Business Economics with Accounting Emphasis
Moss Adams LLP 2006 - Present
ATK Mission Research March 2005 - March 2006
Skills
Accounting, Auditing, GAAP, Financial Reporting, SEC Financial Reporting, internal controls, Team Management, Assurance, US GAAP, Internal Controls, CPA, SEC Filings, Financial Accounting, Financial Statements, External Audit
Education
University of California, Santa Barbara 2003 — 2006
BA, Business Economics with Accounting Emphasis
Vicki Fabbrini's Moss Adams LLP Experience Sr. HR Business PartnerWashington MutualJune 2007 - March 2008
Job HR Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP Sr. HR Business PartnerWashington MutualJune 2007 - March 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Education
University of California, Los Angeles 1982 — 1986
B.A., Italian, History
Moss Adams LLP Sr. HR Business PartnerWashington MutualJune 2007 - March 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Education
University of California, Los Angeles 1982 — 1986
B.A., Italian, History
Ashley Osten, CPA's Moss Adams LLP Experience July 2014 - Present
Job Assurance Services Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP September 2005 - July 2014
Skills
CPA, Internal Controls, Auditing, Financial Statements, Financial Audits, External Audit, OMB Circular A-133, Assurance, US GAAP, Tax Research, General Ledger
Education
University of Idaho 2001 — 2005
Bachelors, Accounting
Moss Adams LLP July 2014 - Present
Moss Adams LLP September 2005 - July 2014
Skills
CPA, Internal Controls, Auditing, Financial Statements, Financial Audits, External Audit, OMB Circular A-133, Assurance, US GAAP, Tax Research, General Ledger
Education
University of Idaho 2001 — 2005
Bachelors, Accounting
Jeremy King's Moss Adams LLP Experience September 2003 - September 2005
Job Principal, Technology & Management Consulting
Industry Management Consulting
Experience
Hein & Associates March 2012 - Present
Infinite Technology Group February 2009 - March 2012
Genara Group, Inc. May 2007 - February 2009
Sage Credit Company September 2005 - May 2007
Moss Adams LLP September 2003 - September 2005
Experian February 2002 - September 2003
FBR September 2000 - February 2002
Skills
NetSuite, Adaptive Insights, Strategy, Due Diligence, Mergers & Acquisitions, Cloud Computing, M&A experience, Private Equity, SaaS, Management Consulting, SEC filings, Mergers, Venture Capital, NetSuite Implementation, Microsoft Dynamics, Valuation, Adaptive Planning, OpenAir, NetSuite Optimization, Negotiation, New Business Development, M&A, M&A Advisory, M&A Advisory Services, M&A Due Diligence, Valuations, Exit Planning, Raising Capital, Senior Debt, Recapitalizations, Subordinated Debt, 144A
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts, Business Economics
Hein & Associates March 2012 - Present
Infinite Technology Group February 2009 - March 2012
Genara Group, Inc. May 2007 - February 2009
Sage Credit Company September 2005 - May 2007
Moss Adams LLP September 2003 - September 2005
Experian February 2002 - September 2003
FBR September 2000 - February 2002
Skills
NetSuite, Adaptive Insights, Strategy, Due Diligence, Mergers & Acquisitions, Cloud Computing, M&A experience, Private Equity, SaaS, Management Consulting, SEC filings, Mergers, Venture Capital, NetSuite Implementation, Microsoft Dynamics, Valuation, Adaptive Planning, OpenAir, NetSuite Optimization, Negotiation, New Business Development, M&A, M&A Advisory, M&A Advisory Services, M&A Due Diligence, Valuations, Exit Planning, Raising Capital, Senior Debt, Recapitalizations, Subordinated Debt, 144A
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts, Business Economics
Ignacio Escamilla's Moss Adams LLP Experience January 2013 - July 2013
Job Tax Senior
Industry Accounting
Experience
Deloitte July 2013 - June 2015
Moss Adams LLP January 2013 - July 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) October 2009 - December 2012
Monterey Bay Aquarium December 2006 - October 2009
Washington Mutual, Inc. June 2005 - June 2006
Skills
Tax, Accounting, Tax Returns, C-Corp, QuickBooks, Provisions, Income Tax, Corporate Tax, Tax Accounting, GAAP
Education
University of California, Santa Cruz
Bachelor's Degree, Business Management Economics
Deloitte July 2013 - June 2015
Moss Adams LLP January 2013 - July 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) October 2009 - December 2012
Monterey Bay Aquarium December 2006 - October 2009
Washington Mutual, Inc. June 2005 - June 2006
Skills
Tax, Accounting, Tax Returns, C-Corp, QuickBooks, Provisions, Income Tax, Corporate Tax, Tax Accounting, GAAP
Education
University of California, Santa Cruz
Bachelor's Degree, Business Management Economics
Austen Kim's Moss Adams LLP Experience January 2013 - April 2014
Job Senior Accountant at Leapset
Industry Financial Services
Experience
Leapset April 2014 - Present
Moss Adams LLP January 2013 - April 2014
Mohler, Nixon & Williams July 2011 - December 2012
California Public Utilities Commission July 2010 - July 2010
Skills
Auditing, Assurance, US GAAP, GAAP, External Audit, Microsoft Office, Revenue Recognition, Financial Accounting, Financial Analysis, PowerPoint, Internal Controls, Accounting, Financial Statements, Microsoft Excel, Financial Reporting
Education
University of California, Santa Cruz 2007 — 2011
BS of Business Management Economics
Leapset April 2014 - Present
Moss Adams LLP January 2013 - April 2014
Mohler, Nixon & Williams July 2011 - December 2012
California Public Utilities Commission July 2010 - July 2010
Skills
Auditing, Assurance, US GAAP, GAAP, External Audit, Microsoft Office, Revenue Recognition, Financial Accounting, Financial Analysis, PowerPoint, Internal Controls, Accounting, Financial Statements, Microsoft Excel, Financial Reporting
Education
University of California, Santa Cruz 2007 — 2011
BS of Business Management Economics
Kimberlee Peckham's Moss Adams LLP Experience November 2010 - February 2011
Job Tax Professional
Industry Accounting
Experience
Breedlove & Associates April 2011 - May 2012
Moss Adams LLP November 2010 - February 2011
SunAmerica December 2008 - November 2010
Party Blitz July 2007 - December 2009
Skills
Microsoft Office, Financial Analysis
Education
University of Hawaii at Manoa 2003 — 2007
BA, Business Management
Breedlove & Associates April 2011 - May 2012
Moss Adams LLP November 2010 - February 2011
SunAmerica December 2008 - November 2010
Party Blitz July 2007 - December 2009
Skills
Microsoft Office, Financial Analysis
Education
University of Hawaii at Manoa 2003 — 2007
BA, Business Management
Holly Sullivan's Moss Adams LLP Experience July 2002 - August 2007
Job at
Industry Financial Services
Experience
Toyota Financial Services June 2013 - Present
Toyota Financial Services September 2007 - Present
Moss Adams LLP July 2002 - August 2007
Arthur Andersen September 2000 - April 2002
Skills
Accounting, Internal Controls, Strategic Financial..., Forecasting, Finance, SEC filings, Financial Analysis, Risk Management, Financial Reporting, Assurance, Auditing, Financial Modeling, Sarbanes-Oxley Act, GAAP, SEC Filings, Financial Accounting
Education
UCLA 1996 — 2000
Toyota Financial Services June 2013 - Present
Toyota Financial Services September 2007 - Present
Moss Adams LLP July 2002 - August 2007
Arthur Andersen September 2000 - April 2002
Skills
Accounting, Internal Controls, Strategic Financial..., Forecasting, Finance, SEC filings, Financial Analysis, Risk Management, Financial Reporting, Assurance, Auditing, Financial Modeling, Sarbanes-Oxley Act, GAAP, SEC Filings, Financial Accounting
Education
UCLA 1996 — 2000
Solomon Wells's Moss Adams LLP Experience 2014 - 2014
Job Undergrad Student at UC Santa Cruz
Industry Accounting
Experience
UC Santa Cruz January 2012 - Present
Moss Adams LLP 2014 - 2014
UC Santa Cruz February 2010 - January 2012
Wells Concrete Works May 2009 - September 2009
Skills
Microeconomics, Macroeconomics, Financial Accounting, Cost Accounting, Auditing, Tax, Information Systems, Information Technology, Management
Education
University of California, Santa Cruz 2009 — 2014
Bachelor of Arts (B.A.), Business Management Economics
University of California, Santa Cruz 2012 — 2014
Minor, Technology and Information Management
Morro Bay High School 2005 — 2009
UC Santa Cruz January 2012 - Present
Moss Adams LLP 2014 - 2014
UC Santa Cruz February 2010 - January 2012
Wells Concrete Works May 2009 - September 2009
Skills
Microeconomics, Macroeconomics, Financial Accounting, Cost Accounting, Auditing, Tax, Information Systems, Information Technology, Management
Education
University of California, Santa Cruz 2009 — 2014
Bachelor of Arts (B.A.), Business Management Economics
University of California, Santa Cruz 2012 — 2014
Minor, Technology and Information Management
Morro Bay High School 2005 — 2009
Janice Song's Moss Adams LLP Experience September 2005 - June 2008
Job Senior Manager, Tax Accounting at CareFusion
Industry Biotechnology
Experience
CareFusion January 2014 - Present
CareFusion August 2012 - Present
KPMG July 2008 - August 2012
Moss Adams LLP September 2005 - June 2008
Skills
Tax, Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Auditing, GAAP, Accounting, Financial Accounting, Financial Analysis, SEC filings, Consolidation, Internal Audit, Financial Audits, CPA, Corporate Tax
Education
UCSD 1998 — 2002
Bachelor of Science (BS), Management Science
CareFusion January 2014 - Present
CareFusion August 2012 - Present
KPMG July 2008 - August 2012
Moss Adams LLP September 2005 - June 2008
Skills
Tax, Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Auditing, GAAP, Accounting, Financial Accounting, Financial Analysis, SEC filings, Consolidation, Internal Audit, Financial Audits, CPA, Corporate Tax
Education
UCSD 1998 — 2002
Bachelor of Science (BS), Management Science
Colin Livingston's Moss Adams LLP Experience October 2012 - Present
Job Senior Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2012 - Present
Education
University of Idaho 2008 — 2012
Master's Degree, Accounting
Moss Adams LLP October 2012 - Present
Education
University of Idaho 2008 — 2012
Master's Degree, Accounting
Anna Foo's Moss Adams LLP Experience 2011 - 2011
Job Senior Accountant at Riot Games
Industry Accounting
Experience
Riot Games 2015 - Present
PwC 2014 - 2015
Levitt & Rosenblum, CPAs 2011 - 2014
Moss Adams LLP 2011 - 2011
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Financial Analysis
Education
University of California, Los Angeles
Business Economics/ Accounting
Riot Games 2015 - Present
PwC 2014 - 2015
Levitt & Rosenblum, CPAs 2011 - 2014
Moss Adams LLP 2011 - 2011
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Financial Analysis
Education
University of California, Los Angeles
Business Economics/ Accounting
Darren Wan's Moss Adams LLP Experience November 2014 - Present
Job Tax Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2014 - Present
Skills
Financial Reporting, Financial Analysis, Financial Accounting
Education
University of California, Santa Cruz 2010 — 2014
Bachelor's Degree, 3.5
Moss Adams LLP November 2014 - Present
Skills
Financial Reporting, Financial Analysis, Financial Accounting
Education
University of California, Santa Cruz 2010 — 2014
Bachelor's Degree, 3.5
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson
BDO Seidman