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
Ernesto Vallejo Ernesto Vallejo's Moss Adams LLP Experience October 2006 - Present
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2006 - Present
Deloitte 1987 - 2006
Skills
Audit, Internal Controls, Accounting, Assurance, Manufacturing, US GAAP, Auditing, Financial Reporting, Financial Accounting, Mergers, FASB
Education
University of Southern California 1986 — 1987
Masters of Accounting
University of Southern California 1984 — 1986
BS, Accounting
Moss Adams LLP October 2006 - Present
Deloitte 1987 - 2006
Skills
Audit, Internal Controls, Accounting, Assurance, Manufacturing, US GAAP, Auditing, Financial Reporting, Financial Accounting, Mergers, FASB
Education
University of Southern California 1986 — 1987
Masters of Accounting
University of Southern California 1984 — 1986
BS, Accounting
Steve Waters, CPA Steve Waters, CPA's Moss Adams LLP Experience October 2010 - June 2014
Job Assistant Controller University of Portland
Industry Accounting
Experience
University of Portland June 2014 - Present
Backwoods Brewing Company June 2014 - Present
Moss Adams LLP October 2010 - June 2014
University of Portland May 2009 - May 2010
University of Portland, Pamplin School of Business Administration September 2006 - May 2009
Skills
Tax, Accounting, Auditing, Budgets, Project Planning, Customer Service, Financial Analysis, Financial Statements, GAAP, Finance
Education
University of Portland 2006 — 2010
Bachelor of Business Administration, Accounting
University of Portland June 2014 - Present
Backwoods Brewing Company June 2014 - Present
Moss Adams LLP October 2010 - June 2014
University of Portland May 2009 - May 2010
University of Portland, Pamplin School of Business Administration September 2006 - May 2009
Skills
Tax, Accounting, Auditing, Budgets, Project Planning, Customer Service, Financial Analysis, Financial Statements, GAAP, Finance
Education
University of Portland 2006 — 2010
Bachelor of Business Administration, Accounting
Guido H. Jimenez, Jr., CPA Guido H. Jimenez, Jr., CPA's Moss Adams LLP Experience June 2010 - August 2014
Job Wealth Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs August 2014 - Present
Moss Adams LLP June 2010 - August 2014
Los Angeles Lakers October 2009 - April 2013
California Science Center January 2010 - May 2010
Halftime Magazine July 2008 - April 2010
University of Southern California October 2009 - January 2010
Carsey-Werner Distribution June 2007 - August 2008
Maxim Healthcare Services June 2006 - May 2007
Skills
Accounting, QuickBooks, Tax, Accounts Payable, Microsoft Excel, Financial Accounting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Tax Research, Financial Reporting, Tax Returns, Financial Analysis, Analysis, Budgets, Time Management, Estate & Gift Taxation
Education
University of Southern California 2013 — 2016
Master of Business Taxation (MBT), Accounting
University of Southern California
B.S., Accounting
Loyola High School 2002 — 2006
Goldman Sachs August 2014 - Present
Moss Adams LLP June 2010 - August 2014
Los Angeles Lakers October 2009 - April 2013
California Science Center January 2010 - May 2010
Halftime Magazine July 2008 - April 2010
University of Southern California October 2009 - January 2010
Carsey-Werner Distribution June 2007 - August 2008
Maxim Healthcare Services June 2006 - May 2007
Skills
Accounting, QuickBooks, Tax, Accounts Payable, Microsoft Excel, Financial Accounting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Tax Research, Financial Reporting, Tax Returns, Financial Analysis, Analysis, Budgets, Time Management, Estate & Gift Taxation
Education
University of Southern California 2013 — 2016
Master of Business Taxation (MBT), Accounting
University of Southern California
B.S., Accounting
Loyola High School 2002 — 2006
Cristy Abella Cristy Abella's Moss Adams LLP Experience January 1998 - June 2004
Job Chief Financial Officer at La Jolla Group
Industry Accounting
Experience
La Jolla Group LLC February 2010 - Present
Nike June 2006 - February 2010
Nike June 2004 - June 2006
Moss Adams LLP January 1998 - June 2004
Skills
GAAP, Strategic Financial..., Auditing, Financial Reporting, Apparel, CPA, Headcount Management, Financial Modeling, Cash Flow, Cash Flow Forecasting, Retail, Internal Controls, Revenue Recognition, SEC filings, Financial Planning
Education
University of Southern California 1995 — 1997
B.S. Accounting, Accounting
Western High School
La Jolla Group LLC February 2010 - Present
Nike June 2006 - February 2010
Nike June 2004 - June 2006
Moss Adams LLP January 1998 - June 2004
Skills
GAAP, Strategic Financial..., Auditing, Financial Reporting, Apparel, CPA, Headcount Management, Financial Modeling, Cash Flow, Cash Flow Forecasting, Retail, Internal Controls, Revenue Recognition, SEC filings, Financial Planning
Education
University of Southern California 1995 — 1997
B.S. Accounting, Accounting
Western High School
Sarah Fernandez, CPA's Moss Adams LLP Experience January 2008 - July 2010
Job Senior Associate AKT LLP, CPAs and Business Consultants
Industry Financial Services
Experience
AKT LLP, CPAs and Business Consultants December 2010 - August 2015
Moss Adams LLP January 2008 - July 2010
Skills
General Ledger, Tax Accounting, Tax Law, Financial Reporting, Financial Accounting, Tax Research, QuickBooks, CCH ProSystem fx, US GAAP, GAAP, Corporate Tax, Tax Preparation
Education
University of San Diego 2004 — 2007
Bachelor of Science (B.S.), Accounting
AKT LLP, CPAs and Business Consultants December 2010 - August 2015
Moss Adams LLP January 2008 - July 2010
Skills
General Ledger, Tax Accounting, Tax Law, Financial Reporting, Financial Accounting, Tax Research, QuickBooks, CCH ProSystem fx, US GAAP, GAAP, Corporate Tax, Tax Preparation
Education
University of San Diego 2004 — 2007
Bachelor of Science (B.S.), Accounting
Amanda Mickelson Amanda Mickelson's Moss Adams LLP Experience August 2014 - Present
Job Administrative Assistant at Moss Adams LLP
Industry Retail
Experience
Moss Adams LLP August 2014 - Present
AAA Oregon/Idaho March 2014 - August 2014
AAA Oregon/Idaho July 2013 - March 2014
AAA Oregon/Idaho November 2010 - July 2013
AAA Oregon/Idaho May 2010 - November 2010
Waverley Country Club April 2010 - October 2010
Borders Books June 2009 - October 2009
Ronay Designs May 2009 - September 2009
University of Puget Sound September 2008 - May 2009
University of Puget Sound September 2008 - May 2009
Skills
Proofreading, Customer Service, Event Planning, Microsoft Office, Administration, Travel Planning, Scheduling
Education
University of Puget Sound 2005 — 2009
BA, English, Creative Writing Emphasis
Moss Adams LLP August 2014 - Present
AAA Oregon/Idaho March 2014 - August 2014
AAA Oregon/Idaho July 2013 - March 2014
AAA Oregon/Idaho November 2010 - July 2013
AAA Oregon/Idaho May 2010 - November 2010
Waverley Country Club April 2010 - October 2010
Borders Books June 2009 - October 2009
Ronay Designs May 2009 - September 2009
University of Puget Sound September 2008 - May 2009
University of Puget Sound September 2008 - May 2009
Skills
Proofreading, Customer Service, Event Planning, Microsoft Office, Administration, Travel Planning, Scheduling
Education
University of Puget Sound 2005 — 2009
BA, English, Creative Writing Emphasis
Max Jasper Max Jasper's Moss Adams LLP Experience October 2011 - Present
Job Assurance Services Senior at Moss Adams, LLP
Industry Accounting
Experience
Moss Adams LLP October 2011 - Present
Skills
Accounting, GAAP, Leadership, Internal Controls, US GAAP, Auditing, Revenue Recognition, Assurance, Financial Accounting, Financial Statements, SEC filings, Financial Reporting, External Audit, Sarbanes-Oxley Act, Financial Analysis, CPA, SEC Filings
Education
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting
Moss Adams LLP October 2011 - Present
Skills
Accounting, GAAP, Leadership, Internal Controls, US GAAP, Auditing, Revenue Recognition, Assurance, Financial Accounting, Financial Statements, SEC filings, Financial Reporting, External Audit, Sarbanes-Oxley Act, Financial Analysis, CPA, SEC Filings
Education
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting
Evan Bradshaw Evan Bradshaw's Moss Adams LLP Experience June 2015 - Present
Job Assurance Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - Present
Telstra March 2010 - January 2015
Telstra September 2008 - March 2010
Dick Smith Electronics April 2007 - September 2008
Dick Smith Electronics August 2006 - April 2007
Skills
Dispute Resolution, Management, Account Reconciliation, Portfolio Management, Stakeholder Management, Service Delivery, Customer Experience, Risk Management, Process Improvement, Change Management, Sales Management, Employee Training, Sales, Time Management, Team Management, Customer Service, Telecommunications
Education
University of South Australia 2011 — 2015
Bachelor of Accounting, Accounting
Moss Adams LLP June 2015 - Present
Telstra March 2010 - January 2015
Telstra September 2008 - March 2010
Dick Smith Electronics April 2007 - September 2008
Dick Smith Electronics August 2006 - April 2007
Skills
Dispute Resolution, Management, Account Reconciliation, Portfolio Management, Stakeholder Management, Service Delivery, Customer Experience, Risk Management, Process Improvement, Change Management, Sales Management, Employee Training, Sales, Time Management, Team Management, Customer Service, Telecommunications
Education
University of South Australia 2011 — 2015
Bachelor of Accounting, Accounting
David Speckman David Speckman's Moss Adams LLP Experience January 1991 - May 1992
Job Attorney at Speckman Law Firm
Industry Law Practice
Experience
Speckman Law Firm April 1997 - Present
San Diego District Attorney's Office December 1995 - August 1996
Moss Adams LLP January 1991 - May 1992
Skills
Legal Research, Litigation, Courts, Legal Writing, Civil Litigation, Bankruptcy, Family Law, Criminal Law, Legal Assistance, Mediation, Real Estate Transactions, Real Estate, Legal Issues, Chapter 7, Commercial Litigation, Appeals, Wills, Personal Injury..., Trial Practice, Corporate Law
Education
University of San Diego 1992 — 1995
JD/MBA, Law, Top 15% Law School; 4.0 MBA
Univeristy of Washington 1989 — 1992
Bachelor of Arts (B.A.), Business (Accounting)
Speckman Law Firm April 1997 - Present
San Diego District Attorney's Office December 1995 - August 1996
Moss Adams LLP January 1991 - May 1992
Skills
Legal Research, Litigation, Courts, Legal Writing, Civil Litigation, Bankruptcy, Family Law, Criminal Law, Legal Assistance, Mediation, Real Estate Transactions, Real Estate, Legal Issues, Chapter 7, Commercial Litigation, Appeals, Wills, Personal Injury..., Trial Practice, Corporate Law
Education
University of San Diego 1992 — 1995
JD/MBA, Law, Top 15% Law School; 4.0 MBA
Univeristy of Washington 1989 — 1992
Bachelor of Arts (B.A.), Business (Accounting)
Miranda Rickert's Moss Adams LLP Experience June 2012 - June 2015
Job Senior Associate at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal June 2015 - Present
Moss Adams LLP June 2012 - June 2015
Columbia Financial Advisors, Inc. July 2011 - June 2012
Columbia Financial Advisors, Inc. January 2011 - July 2011
Education
University of Portland 2011 — 2012
Masters of Science, Finance, Finance, 3.9
University of Portland 2008 — 2011
BBA, Finance
Alvarez & Marsal June 2015 - Present
Moss Adams LLP June 2012 - June 2015
Columbia Financial Advisors, Inc. July 2011 - June 2012
Columbia Financial Advisors, Inc. January 2011 - July 2011
Education
University of Portland 2011 — 2012
Masters of Science, Finance, Finance, 3.9
University of Portland 2008 — 2011
BBA, Finance
Jessica Koh Jessica Koh's Moss Adams LLP Experience July 2014 - July 2014
Job Accounting Student Worker at USCard Services
Industry
Experience
USCard Services March 2014 - Present
Deloitte July 2014 - July 2014
Moss Adams LLP July 2014 - July 2014
USC Hospitality November 2012 - May 2014
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Accounting and Business/Management
USCard Services March 2014 - Present
Deloitte July 2014 - July 2014
Moss Adams LLP July 2014 - July 2014
USC Hospitality November 2012 - May 2014
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Accounting and Business/Management
Kimberly Vo-Tran Kimberly Vo-Tran's Moss Adams LLP Experience April 1998 - July 2004
Job Business and Financial Manager at Simmons & Ungar LLP
Industry Accounting
Experience
Simmons & Ungar LLP February 2011 - Present
Robert Half Finance & Accounting August 2010 - February 2011
GALLINA LLP July 2004 - August 2010
Moss Adams LLP April 1998 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Leadership
Education
University of San Francisco 2004 — 2007
Bachelor of Science (B.S.), Applied Economics
Simmons & Ungar LLP February 2011 - Present
Robert Half Finance & Accounting August 2010 - February 2011
GALLINA LLP July 2004 - August 2010
Moss Adams LLP April 1998 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Leadership
Education
University of San Francisco 2004 — 2007
Bachelor of Science (B.S.), Applied Economics
Lisa Tanury, PHR Lisa Tanury, PHR's Moss Adams LLP Experience July 2014 - July 2015
Job Campus Recruiter at Accenture
Industry Human Resources
Experience
Accenture August 2015 - Present
Moss Adams LLP July 2014 - July 2015
Jet Propulsion Laboratory March 2011 - July 2014
Guess March 2010 - March 2011
Skills
Employee Relations, Talent Acquisition, Onboarding, New Hire Orientations, Performance Management, HRIS, Human Resources, Talent Management, College Recruiting, Microsoft Office, Recruiting, Applicant Tracking..., Deferred Compensation
Education
University of Southern California 2005 — 2009
BA, Psychology
UCLA 2011 — 2013
Certificate in HR Management
Accenture August 2015 - Present
Moss Adams LLP July 2014 - July 2015
Jet Propulsion Laboratory March 2011 - July 2014
Guess March 2010 - March 2011
Skills
Employee Relations, Talent Acquisition, Onboarding, New Hire Orientations, Performance Management, HRIS, Human Resources, Talent Management, College Recruiting, Microsoft Office, Recruiting, Applicant Tracking..., Deferred Compensation
Education
University of Southern California 2005 — 2009
BA, Psychology
UCLA 2011 — 2013
Certificate in HR Management
Kelly Garrett's Moss Adams LLP Experience September 2015 - Present
Job Accountant
Industry Accounting
Experience
Moss Adams LLP September 2015 - Present
Accountemps March 2013 - April 2014
Bookkeeper July 2008 - July 2009
Bates Private Capital, an LECG Company September 2003 - May 2007
KPMG US October 2002 - August 2003
University of Portland May 1999 - September 2002
Arthur Andersen, LLP January 2001 - April 2002
Skills
Financial Analysis, Tax Preparation, Client Relations Skills, Account Reconciliation, Expatriate Tax, Personal Income Tax..., Foreign National Tax, General Ledger, Journal Entries, Budget Process, Fixed Asset Depreciation, GAAP, Microsoft Excel, Team Leadership, Teamwork, Account Management, Time Management, Financial Reporting, Foreign Exchange Rate...
Education
University of Portland 2001 — 2002
Master of Business Administration (MBA)
University of Portland 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Moss Adams LLP September 2015 - Present
Accountemps March 2013 - April 2014
Bookkeeper July 2008 - July 2009
Bates Private Capital, an LECG Company September 2003 - May 2007
KPMG US October 2002 - August 2003
University of Portland May 1999 - September 2002
Arthur Andersen, LLP January 2001 - April 2002
Skills
Financial Analysis, Tax Preparation, Client Relations Skills, Account Reconciliation, Expatriate Tax, Personal Income Tax..., Foreign National Tax, General Ledger, Journal Entries, Budget Process, Fixed Asset Depreciation, GAAP, Microsoft Excel, Team Leadership, Teamwork, Account Management, Time Management, Financial Reporting, Foreign Exchange Rate...
Education
University of Portland 2001 — 2002
Master of Business Administration (MBA)
University of Portland 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Lois Lang Lois Lang's Moss Adams LLP Experience February 2007 - March 2009
Job Industrial/Organizational Psychologist, Executive Coach & Author
Industry Management Consulting
Experience
Evolve Partner Group LLC December 2009 - Present
Pass the Business Please: How to Successfully Transition the Family Company to the Next Generation 2012 - Present
Moss Adams LLP February 2007 - March 2009
LeadershipOne 2004 - 2006
Skills
Succession Planning, Organizational..., Organizational..., Executive Coaching, Strategic Planning, Strategy, Performance Management, Management Consulting, Career Counseling, Family Business, Workplace Relationships, Workplace Assessment, Leadership Counseling, Talent Management, Organizational Design, Transition Planning, Executive Transition, Employee Relations, Leadership Development, Change Management, Employee Engagement, MBTI, Leadership, Management, Executive Development, Job Analysis, 360 Feedback, Conflict Resolution, Workforce Planning, Emotional Intelligence, Culture Change, Career Development, Workshop Facilitation, Management Development
Education
Professional School of Psychology 1999 — 2002
Psy.D., Industrial/ Organizational Psychology
University of San Francisco 1989 — 1991
M.P.A., Public Administration-Health Care Services
Evolve Partner Group LLC December 2009 - Present
Pass the Business Please: How to Successfully Transition the Family Company to the Next Generation 2012 - Present
Moss Adams LLP February 2007 - March 2009
LeadershipOne 2004 - 2006
Skills
Succession Planning, Organizational..., Organizational..., Executive Coaching, Strategic Planning, Strategy, Performance Management, Management Consulting, Career Counseling, Family Business, Workplace Relationships, Workplace Assessment, Leadership Counseling, Talent Management, Organizational Design, Transition Planning, Executive Transition, Employee Relations, Leadership Development, Change Management, Employee Engagement, MBTI, Leadership, Management, Executive Development, Job Analysis, 360 Feedback, Conflict Resolution, Workforce Planning, Emotional Intelligence, Culture Change, Career Development, Workshop Facilitation, Management Development
Education
Professional School of Psychology 1999 — 2002
Psy.D., Industrial/ Organizational Psychology
University of San Francisco 1989 — 1991
M.P.A., Public Administration-Health Care Services
Christos Poulios Christos Poulios's Moss Adams LLP Experience September 2006 - December 2009
Job March Vision Care, Inc.
Industry Hospital & Health Care
Experience
March Vision Care, Inc January 2010 - Present
Moss Adams LLP September 2006 - December 2009
PricewaterhouseCoopers LLP January 1996 - May 2006
Arthur Andersen October 2001 - May 2002
Skills
Accounting, Assurance, Auditing, Big 4, Budget, Financial Accounting, Financial Analysis, CPA, External Audit, Financial Reporting, Financial Statements, Forecasting, GAAP, Internal Controls, IPO, Process Improvement, Revenue Recognition, Sarbanes-Oxley, SEC filings, Software Implementation, Tax, US GAAP, Budgets, Finance, Sarbanes-Oxley Act
Education
University of Scranton 1991 — 1995
B.S., Accounting
March Vision Care, Inc January 2010 - Present
Moss Adams LLP September 2006 - December 2009
PricewaterhouseCoopers LLP January 1996 - May 2006
Arthur Andersen October 2001 - May 2002
Skills
Accounting, Assurance, Auditing, Big 4, Budget, Financial Accounting, Financial Analysis, CPA, External Audit, Financial Reporting, Financial Statements, Forecasting, GAAP, Internal Controls, IPO, Process Improvement, Revenue Recognition, Sarbanes-Oxley, SEC filings, Software Implementation, Tax, US GAAP, Budgets, Finance, Sarbanes-Oxley Act
Education
University of Scranton 1991 — 1995
B.S., Accounting
Danielle O'Connor Danielle O'Connor's Moss Adams LLP Experience September 2004 - Present
Job Assurance Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2004 - Present
Keiller Leadership Academy October 2010 - Present
Skills
Assurance, Internal Controls, Accounting, Auditing, Financial Reporting, SEC filings, CPA, Revenue Recognition, Public Companies, GAAP, US GAAP
Education
University of San Diego 2000 — 2004
BS, Accounting
Moss Adams LLP September 2004 - Present
Keiller Leadership Academy October 2010 - Present
Skills
Assurance, Internal Controls, Accounting, Auditing, Financial Reporting, SEC filings, CPA, Revenue Recognition, Public Companies, GAAP, US GAAP
Education
University of San Diego 2000 — 2004
BS, Accounting
Hanaya Sun Hanaya Sun's Moss Adams LLP Experience January 2008 - February 2009
Job Senior Accountant at Macpherson Oil Company
Industry Accounting
Experience
Macpherson Oil Company June 2012 - Present
KPMG December 2010 - May 2012
Paramount Pictures March 2009 - November 2010
Moss Adams LLP January 2008 - February 2009
Education
University of Southern California 2003 — 2006
Bachelor of Science (B.S.), Accounting
Macpherson Oil Company June 2012 - Present
KPMG December 2010 - May 2012
Paramount Pictures March 2009 - November 2010
Moss Adams LLP January 2008 - February 2009
Education
University of Southern California 2003 — 2006
Bachelor of Science (B.S.), Accounting
Jennifer Liu Jennifer Liu's Moss Adams LLP Experience 2005 - 2007
Job Sr. Tax Manager at Kallman and Co, LLP
Industry Accounting
Experience
Kallman and Company LLP January 2015 - Present
CohnReznick LLP December 2008 - January 2015
RBZ December 2007 - December 2008
Moss Adams LLP 2005 - 2007
Education
University of Southern California 2006 — 2009
Master, Master in Business Taxation, 3.81
Kallman and Company LLP January 2015 - Present
CohnReznick LLP December 2008 - January 2015
RBZ December 2007 - December 2008
Moss Adams LLP 2005 - 2007
Education
University of Southern California 2006 — 2009
Master, Master in Business Taxation, 3.81
Gina Felton Gina Felton's Moss Adams LLP Experience July 2004 - July 2007
Job Director, Public Policy at ConocoPhillips
Industry Financial Services
Experience
ConocoPhillips April 2015 - Present
ConocoPhillips November 2013 - April 2015
ConocoPhillips August 2011 - November 2013
ConocoPhillips December 2009 - August 2011
ConocoPhillips July 2009 - December 2009
Houlihan Lokey June 2008 - August 2008
Moss Adams LLP July 2004 - July 2007
Skills
Project Management, Risk Management, Strategic Planning, Due Diligence, Data Analysis, Management, Contract Negotiation, Microsoft Excel, Competitive Analysis, Cross-functional Team..., Economics, Process Improvement, Marketing, Financial Modeling, Finance, Procurement, Strategic Sourcing, Financial Analysis
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, International Business Strategy
University of Southern California 2000 — 2004
Bachelor's degree, Economics & Political Science
ConocoPhillips April 2015 - Present
ConocoPhillips November 2013 - April 2015
ConocoPhillips August 2011 - November 2013
ConocoPhillips December 2009 - August 2011
ConocoPhillips July 2009 - December 2009
Houlihan Lokey June 2008 - August 2008
Moss Adams LLP July 2004 - July 2007
Skills
Project Management, Risk Management, Strategic Planning, Due Diligence, Data Analysis, Management, Contract Negotiation, Microsoft Excel, Competitive Analysis, Cross-functional Team..., Economics, Process Improvement, Marketing, Financial Modeling, Finance, Procurement, Strategic Sourcing, Financial Analysis
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, International Business Strategy
University of Southern California 2000 — 2004
Bachelor's degree, Economics & Political Science
Karilyn Edwards Karilyn Edwards's Moss Adams LLP Experience June 2001 - March 2002
Job Accounting Manager at Solatube Global Marketing Inc.
Industry Accounting
Experience
Solatube Global Marketing Inc. August 2013 - Present
Edwards Company, Accountancy Corporation 2005 - Present
Moss Adams LLP June 2001 - March 2002
Considine & Considine June 1994 - May 2001
Skills
Time Management, Tax Preparation, Small Business, Accounting, Partnership Taxation, Analysis, QuickBooks, Tax, Financial Statements, CPA
Education
University of San Diego 1990 — 1994
Bachelors of Accountancy, Accounting, Finance, Economics
Solatube Global Marketing Inc. August 2013 - Present
Edwards Company, Accountancy Corporation 2005 - Present
Moss Adams LLP June 2001 - March 2002
Considine & Considine June 1994 - May 2001
Skills
Time Management, Tax Preparation, Small Business, Accounting, Partnership Taxation, Analysis, QuickBooks, Tax, Financial Statements, CPA
Education
University of San Diego 1990 — 1994
Bachelors of Accountancy, Accounting, Finance, Economics
Jeffrey Clair Jeffrey Clair's Moss Adams LLP Experience January 2013 - Present
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Clair Pringle & Associates LLP January 2011 - December 2012
Perry-Smith LLP September 1995 - November 2010
Price Waterhouse 1988 - 1993
Skills
Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, Auditing, GAAP, Mergers & Acquisitions, Assurance, Revenue Recognition, Mergers, SEC filings, Finance, Real Estate, Public Companies, Financial Accounting, Securities, Strategic Financial..., Professional Services, Management Consulting, General Ledger, Private Equity, Budgets
Education
University of Southern California 1983 — 1987
BS, Accounting
Moss Adams LLP January 2013 - Present
Clair Pringle & Associates LLP January 2011 - December 2012
Perry-Smith LLP September 1995 - November 2010
Price Waterhouse 1988 - 1993
Skills
Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, Auditing, GAAP, Mergers & Acquisitions, Assurance, Revenue Recognition, Mergers, SEC filings, Finance, Real Estate, Public Companies, Financial Accounting, Securities, Strategic Financial..., Professional Services, Management Consulting, General Ledger, Private Equity, Budgets
Education
University of Southern California 1983 — 1987
BS, Accounting
Carol Tsui's Moss Adams LLP Experience October 2011 - Present
Job Tax Senior at Moss Adams, LLP
Industry Accounting
Experience
Moss Adams, LLP October 2011 - Present
Volunteer Income Tax Assistance Program, USC September 2009 - May 2011
University of Southern California August 2008 - May 2011
Moss Adams LLP May 2010 - July 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Financial Analysis, CPA, US GAAP, Auditing, QuickBooks, Tax Preparation, Microsoft Excel, Internal Controls
Education
University of Southern California 2008 — 2011
B.S., Accounting
Glen A. Wilson High School 2004 — 2008
Bachelor of Science (BS), Accounting
Moss Adams, LLP October 2011 - Present
Volunteer Income Tax Assistance Program, USC September 2009 - May 2011
University of Southern California August 2008 - May 2011
Moss Adams LLP May 2010 - July 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Financial Analysis, CPA, US GAAP, Auditing, QuickBooks, Tax Preparation, Microsoft Excel, Internal Controls
Education
University of Southern California 2008 — 2011
B.S., Accounting
Glen A. Wilson High School 2004 — 2008
Bachelor of Science (BS), Accounting
Patrick Guthrie Patrick Guthrie's Moss Adams LLP Experience 2004 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 2004 - Present
Skills
Accounting, SEC reporting, Financial Reporting, Internal Controls, Assurance, Excel, GAAP, US GAAP
Education
University of San Diego 2000 — 2004
Bachelor of Accoutancy, Accounting, Finance, Real Estate
Moss Adams LLP 2004 - Present
Skills
Accounting, SEC reporting, Financial Reporting, Internal Controls, Assurance, Excel, GAAP, US GAAP
Education
University of San Diego 2000 — 2004
Bachelor of Accoutancy, Accounting, Finance, Real Estate
Irene Ng Irene Ng's Moss Adams LLP Experience October 2014 - Present
Job Business Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2014 - Present
Moss Adams LLP June 2013 - August 2013
MSP Secretaries Ltd May 2012 - July 2012
Atrinsic June 2011 - September 2011
Skills
Microsoft Office, Google Analytics, Google Adwords, Wordpress, Prezi, Customer Service, WordPress, Accounting, Facebook, Social Media, SEO, Microsoft Word, Financial Analysis, QuickBooks, Blogging
Education
University of Southern California 2010 — 2014
Bachelor of Science, Accounting, Forensics and Criminality
Stuyvesant High School 2006 — 2010
Advanced Regents High School Diploma
Moss Adams LLP October 2014 - Present
Moss Adams LLP June 2013 - August 2013
MSP Secretaries Ltd May 2012 - July 2012
Atrinsic June 2011 - September 2011
Skills
Microsoft Office, Google Analytics, Google Adwords, Wordpress, Prezi, Customer Service, WordPress, Accounting, Facebook, Social Media, SEO, Microsoft Word, Financial Analysis, QuickBooks, Blogging
Education
University of Southern California 2010 — 2014
Bachelor of Science, Accounting, Forensics and Criminality
Stuyvesant High School 2006 — 2010
Advanced Regents High School Diploma
Ken Huang's Moss Adams LLP Experience August 2010 - Present
Job Senior Tax Manager, State & Local Taxes
Industry Accounting
Experience
Moss Adams LLP August 2010 - Present
GMG June 2006 - April 2009
PricewaterhouseCoopers June 1995 - May 2006
California State Board of Equalization September 1993 - May 1995
Skills
Use Tax, Tax, Income Tax, Tax Research, Accounting, Corporate Tax, State Tax, Auditing
Education
University of Southern California 1989 — 1993
Bachelors of Science, Accounting
Webb Schools
Moss Adams LLP August 2010 - Present
GMG June 2006 - April 2009
PricewaterhouseCoopers June 1995 - May 2006
California State Board of Equalization September 1993 - May 1995
Skills
Use Tax, Tax, Income Tax, Tax Research, Accounting, Corporate Tax, State Tax, Auditing
Education
University of Southern California 1989 — 1993
Bachelors of Science, Accounting
Webb Schools
Amy Sutherland Amy Sutherland's Moss Adams LLP Experience October 2005 - Present
Job Senior Manager Assurance Services at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2005 - Present
Corus Pharma April 2004 - October 2005
Grant Thornton July 1999 - April 2004
Skills
Auditing, Accounting, Non-profit Leadership, Financial Reporting, Financial Accounting, Assurance, SEC filings, CPA, US GAAP, Financial Statements, Finance, Sarbanes-Oxley Act, Tax
Education
University of Puget Sound 1995 — 1999
BA, Accounting & Business Administration
Moss Adams LLP October 2005 - Present
Corus Pharma April 2004 - October 2005
Grant Thornton July 1999 - April 2004
Skills
Auditing, Accounting, Non-profit Leadership, Financial Reporting, Financial Accounting, Assurance, SEC filings, CPA, US GAAP, Financial Statements, Finance, Sarbanes-Oxley Act, Tax
Education
University of Puget Sound 1995 — 1999
BA, Accounting & Business Administration
Sara Meier (Jackman)'s Moss Adams LLP Experience December 2014 - June 2015
Job Associate Recruiter at Precor
Industry Health, Wellness and Fitness
Experience
Precor June 2015 - Present
Moss Adams LLP December 2014 - June 2015
Moss Adams LLP October 2013 - November 2014
Moss Adams Wealth Advisors LLC November 2011 - October 2013
Ameriprise Financial Services, Inc. June 2011 - November 2011
Skills
Social Media, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Finance
Education
University of Portland 2007 — 2011
Finance, Finance and Financial Management Services
Naaman Forest High School 2003 — 2007
Precor June 2015 - Present
Moss Adams LLP December 2014 - June 2015
Moss Adams LLP October 2013 - November 2014
Moss Adams Wealth Advisors LLC November 2011 - October 2013
Ameriprise Financial Services, Inc. June 2011 - November 2011
Skills
Social Media, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Finance
Education
University of Portland 2007 — 2011
Finance, Finance and Financial Management Services
Naaman Forest High School 2003 — 2007
Jacob Neary Jacob Neary's Moss Adams LLP Experience June 2012 - April 2013
Job Studying for CPA
Industry Accounting
Experience
Peterson & Associates, P.S. June 2014 - Present
Holland Partner Group June 2013 - June 2014
Moss Adams LLP June 2012 - April 2013
Skills
GAAP, Auditing, Accounting, Tax, Financial Accounting, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, CPA, Internal Controls, Corporate Tax, US GAAP, Financial Analysis, Tax Accounting, Assurance, Financial Statements
Education
University of Portland 2011 — 2013
Bac, Accounting, Graduate
Peterson & Associates, P.S. June 2014 - Present
Holland Partner Group June 2013 - June 2014
Moss Adams LLP June 2012 - April 2013
Skills
GAAP, Auditing, Accounting, Tax, Financial Accounting, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, CPA, Internal Controls, Corporate Tax, US GAAP, Financial Analysis, Tax Accounting, Assurance, Financial Statements
Education
University of Portland 2011 — 2013
Bac, Accounting, Graduate
Ashley Palmisano Ashley Palmisano's Moss Adams LLP Experience May 2015 - Present
Job Tax Accountant
Industry Accounting
Experience
Moss Adams LLP May 2015 - Present
EY October 2013 - April 2015
Skills
Accounting, Financial Reporting, Tax, CPA, Financial Accounting
Education
University of Southern California 2009 — 2013
Bachelor's Degree, Accounting
Moss Adams LLP May 2015 - Present
EY October 2013 - April 2015
Skills
Accounting, Financial Reporting, Tax, CPA, Financial Accounting
Education
University of Southern California 2009 — 2013
Bachelor's Degree, Accounting
Jacob Azar, CPA Jacob Azar, CPA's Moss Adams LLP Experience April 2005 - June 2012
Job Director, NotForProfit Practice Services at Lindquist, LLP
Industry Accounting
Experience
Lindquist, LLP December 2014 - Present
College of the Desert September 2014 - Present
Grant Thornton LLP August 2012 - May 2013
Moss Adams LLP April 2005 - June 2012
Feeley & Driscoll, P.C. January 1995 - March 2005
Skills
US GAAP, Assurance, CPA, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, Not for Profit, Single Audits A133, Higher Education, GAAP, Financial Statements, Financial Analysis, Internal Audit
Education
University of Rhode Island - College of Business Administration 1977 — 1981
Bachelor of Science (B.S.), Accounting
Lindquist, LLP December 2014 - Present
College of the Desert September 2014 - Present
Grant Thornton LLP August 2012 - May 2013
Moss Adams LLP April 2005 - June 2012
Feeley & Driscoll, P.C. January 1995 - March 2005
Skills
US GAAP, Assurance, CPA, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, Not for Profit, Single Audits A133, Higher Education, GAAP, Financial Statements, Financial Analysis, Internal Audit
Education
University of Rhode Island - College of Business Administration 1977 — 1981
Bachelor of Science (B.S.), Accounting
Antonio Yang Antonio Yang's Moss Adams LLP Experience January 2012 - May 2015
Job Tax Manager
Industry Accounting
Experience
TrueCar, Inc. June 2015 - Present
Moss Adams LLP January 2012 - May 2015
Deloitte December 2007 - December 2010
Smith Mandel & Associates LLP January 2006 - November 2007
Skills
Bookkeeping, Tax Accounting, GAAP, Tax Returns, Tax Preparation, Tax Research, Income Tax, CPA
Education
University of Southern California 2009 — 2011
Master's degree, Business Tax
University of Southern California 2001 — 2005
Bachelor of Science (BS), Accounting
TrueCar, Inc. June 2015 - Present
Moss Adams LLP January 2012 - May 2015
Deloitte December 2007 - December 2010
Smith Mandel & Associates LLP January 2006 - November 2007
Skills
Bookkeeping, Tax Accounting, GAAP, Tax Returns, Tax Preparation, Tax Research, Income Tax, CPA
Education
University of Southern California 2009 — 2011
Master's degree, Business Tax
University of Southern California 2001 — 2005
Bachelor of Science (BS), Accounting
Kyle Kretzer Kyle Kretzer's Moss Adams LLP Experience October 2009 - Present
Job Business Assurance Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2009 - Present
Skills
GAAP, SEC filings, Internal Controls, CPA, US GAAP, Tax Research, Assurance, Financial Reporting, Accounting, Financial Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, Corporate Tax, External Audit, Revenue Recognition, Tax Accounting, Partnership Taxation, SEC Filings
Education
University of Southern California 2005 — 2009
BS, Accounting
University of Southern California - Marshall School of Business
Moss Adams LLP October 2009 - Present
Skills
GAAP, SEC filings, Internal Controls, CPA, US GAAP, Tax Research, Assurance, Financial Reporting, Accounting, Financial Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, Corporate Tax, External Audit, Revenue Recognition, Tax Accounting, Partnership Taxation, SEC Filings
Education
University of Southern California 2005 — 2009
BS, Accounting
University of Southern California - Marshall School of Business
David Suh David Suh's Moss Adams LLP Experience 1998 - 2000
Job Senior Manager, Information Security & Risk Management at Mitchell International
Industry Information Technology and Services
Experience
Mitchell International April 2012 - Present
KPMG LLP March 2011 - April 2012
Armanino McKenna Consulting March 2007 - March 2011
ACC Capital Holdings March 2004 - July 2006
PricewaterhouseCoopers 2002 - February 2004
Arthur Andersen & Co. 2000 - 2002
Moss Adams LLP 1998 - 2000
Skills
Leadership, Strategy, ISO 27001, Information Security..., Risk Management, Enterprise Risk..., SECURITY RISK ASSESSMENT, IT AUDIT, VENDOR MANAGEMENT, Information Security, SSAE 16, Sarbanes-Oxley Act, HIPAA SECURITY, HITECH, SSAE16 SOC 2, SECURITY POLICIES, PERSONNEL SECURITY, NETWORK VULNERABILITY, APPLICATION SECURITY, ACCESS CONTROL, CYBERSECURITY INCIDENT..., BUSINESS CONTINUITY..., Business Impact Analysis, Information Security...
Education
University of Southern California
BS, Accounting & Bus Admin (Int'l Finance and Info Ops Mgmt)
Mitchell International April 2012 - Present
KPMG LLP March 2011 - April 2012
Armanino McKenna Consulting March 2007 - March 2011
ACC Capital Holdings March 2004 - July 2006
PricewaterhouseCoopers 2002 - February 2004
Arthur Andersen & Co. 2000 - 2002
Moss Adams LLP 1998 - 2000
Skills
Leadership, Strategy, ISO 27001, Information Security..., Risk Management, Enterprise Risk..., SECURITY RISK ASSESSMENT, IT AUDIT, VENDOR MANAGEMENT, Information Security, SSAE 16, Sarbanes-Oxley Act, HIPAA SECURITY, HITECH, SSAE16 SOC 2, SECURITY POLICIES, PERSONNEL SECURITY, NETWORK VULNERABILITY, APPLICATION SECURITY, ACCESS CONTROL, CYBERSECURITY INCIDENT..., BUSINESS CONTINUITY..., Business Impact Analysis, Information Security...
Education
University of Southern California
BS, Accounting & Bus Admin (Int'l Finance and Info Ops Mgmt)
Spencer Hoffman's Moss Adams LLP Experience June 2015 - Present
Job Tax Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - Present
Solar Turbines January 2015 - May 2015
Fresh and Easy June 2014 - December 2014
Runners Workshop August 2013 - August 2014
St. Patricks School February 2014 - May 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Classroom, PowerPoint, Editing, Economics, Social Networking, Event Planning, Accounting, Marketing
Education
University of San Diego 2015 — 2016
Masters of Science in Taxation, Accounting and Taxation
University of San Diego School of Business Administration 2013 — 2016
BAcc of Accountancy, Accounting, Senior
Del Norte High School 2009 — 2013
Moss Adams LLP June 2015 - Present
Solar Turbines January 2015 - May 2015
Fresh and Easy June 2014 - December 2014
Runners Workshop August 2013 - August 2014
St. Patricks School February 2014 - May 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Classroom, PowerPoint, Editing, Economics, Social Networking, Event Planning, Accounting, Marketing
Education
University of San Diego 2015 — 2016
Masters of Science in Taxation, Accounting and Taxation
University of San Diego School of Business Administration 2013 — 2016
BAcc of Accountancy, Accounting, Senior
Del Norte High School 2009 — 2013
Rachel Vargas's Moss Adams LLP Experience February 2013 - November 2013
Job Administrative and Project Professional focusing on Entertainment and Technology
Industry Online Media
Experience
Software Resources July 2015 - Present
Freelance Beta Testing January 2010 - Present
Warner Bros. Entertainment Group of Companies November 2013 - March 2015
Moss Adams LLP February 2013 - November 2013
Various Entertainment and Tech Companies January 2012 - December 2012
The Walt Disney Studios September 2010 - January 2012
Disney Interactive April 2007 - August 2010
Walt Disney Parks and Resorts Online September 2006 - April 2007
The Walt Disney Company February 2006 - June 2006
Guthy-Renker June 2005 - January 2006
Skills
Microsoft Office, Project Coordination, Event Planning, Organization, Adobe Acrobat, SAP, PowerPoint, Keynote, Photoshop, HTML, CSS, Social Media, OS X, Visio, Digital Strategy, SharePoint, Digital Media, Content Strategy, Online Marketing, Content Management, Content Development, Digital Marketing, Facebook, Disney, New Media, Email Marketing, CRM, Entertainment Industry, Film Marketing, Marketing, CMS, Newsletters, Dreamweaver, Television, Mobile Devices, Management, Mac, Travel Arrangements, Entertainment, Social Networking, Advertising, Project Management, Online Advertising, Social Media Marketing, Strategic Partnerships, Event Management
Education
Free Code Camp 2015 — 2017
Full Stack Web Development, Computer Software Engineering
University of Southern California
Bachelor of Arts (B.A.), Political Science, Social Sciences and Communication
Software Resources July 2015 - Present
Freelance Beta Testing January 2010 - Present
Warner Bros. Entertainment Group of Companies November 2013 - March 2015
Moss Adams LLP February 2013 - November 2013
Various Entertainment and Tech Companies January 2012 - December 2012
The Walt Disney Studios September 2010 - January 2012
Disney Interactive April 2007 - August 2010
Walt Disney Parks and Resorts Online September 2006 - April 2007
The Walt Disney Company February 2006 - June 2006
Guthy-Renker June 2005 - January 2006
Skills
Microsoft Office, Project Coordination, Event Planning, Organization, Adobe Acrobat, SAP, PowerPoint, Keynote, Photoshop, HTML, CSS, Social Media, OS X, Visio, Digital Strategy, SharePoint, Digital Media, Content Strategy, Online Marketing, Content Management, Content Development, Digital Marketing, Facebook, Disney, New Media, Email Marketing, CRM, Entertainment Industry, Film Marketing, Marketing, CMS, Newsletters, Dreamweaver, Television, Mobile Devices, Management, Mac, Travel Arrangements, Entertainment, Social Networking, Advertising, Project Management, Online Advertising, Social Media Marketing, Strategic Partnerships, Event Management
Education
Free Code Camp 2015 — 2017
Full Stack Web Development, Computer Software Engineering
University of Southern California
Bachelor of Arts (B.A.), Political Science, Social Sciences and Communication
Abbie Long Abbie Long's Moss Adams LLP Experience March 2008 - October 2010
Job Senior Accountant at zulily
Industry Accounting
Experience
zulily December 2013 - Present
Zumiez October 2010 - August 2013
Moss Adams LLP March 2008 - October 2010
Polaris Global Mobility September 2005 - February 2008
Sylvan Learning Centers August 2005 - February 2008
Skills
Auditing, General Ledger, Financial Analysis, Account Reconciliation, Payroll, Financial Statements, Accounts Payable, Financial Accounting, Finance, Training, Management, Forecasting, Invoicing, Budgets, Microsoft Excel, Project Management, Accounts Receivable, GAAP, QuickBooks, Hiring, Variance Analysis, Group Development, Internal Audit, Tax, Analysis, Accounting, Journal Entries, Internal Controls, US GAAP, Sarbanes-Oxley Act
Education
University of Puget Sound 1999 — 2003
BA, Business
Westminster 1996 — 1999
zulily December 2013 - Present
Zumiez October 2010 - August 2013
Moss Adams LLP March 2008 - October 2010
Polaris Global Mobility September 2005 - February 2008
Sylvan Learning Centers August 2005 - February 2008
Skills
Auditing, General Ledger, Financial Analysis, Account Reconciliation, Payroll, Financial Statements, Accounts Payable, Financial Accounting, Finance, Training, Management, Forecasting, Invoicing, Budgets, Microsoft Excel, Project Management, Accounts Receivable, GAAP, QuickBooks, Hiring, Variance Analysis, Group Development, Internal Audit, Tax, Analysis, Accounting, Journal Entries, Internal Controls, US GAAP, Sarbanes-Oxley Act
Education
University of Puget Sound 1999 — 2003
BA, Business
Westminster 1996 — 1999
Catherine Bricca, CPA's Moss Adams LLP Experience May 2012 - Present
Job Senior Manager State and Local Tax at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2012 - Present
Moss Adams LLP 2010 - 2012
Skills
Tax Research, Tax, GAAP, Financial Accounting, CPA, Accounting, Tax Accounting
Education
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Accounting
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Business Administration
Moss Adams LLP May 2012 - Present
Moss Adams LLP 2010 - 2012
Skills
Tax Research, Tax, GAAP, Financial Accounting, CPA, Accounting, Tax Accounting
Education
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Accounting
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Business Administration
Shala Martin, CPA Shala Martin, CPA's Moss Adams LLP Experience September 2007 - October 2012
Job Senior Staff Accountant at Ste. Michelle Wine Estates
Industry Accounting
Experience
Ste. Michelle Wine Estates January 2015 - Present
Ste. Michelle Wine Estates October 2012 - January 2015
Moss Adams, LLP September 2007 - October 2012
County of San Diego April 2006 - May 2007
Skills
CPA, Accounting, General Ledger, Information Systems, Fixed Asset Management, Fixed Asset Depreciation, Capital Project Analysis, Large Capital Projects, Capital Equipment, JDE One World, Software Project..., US GAAP, Payroll, GAAP, Income Tax, Auditing, Fixed Assets
Education
University of San Diego 2003 — 2007
Bachelor of Accountancy, Accounting and Computer Science
Ste. Michelle Wine Estates January 2015 - Present
Ste. Michelle Wine Estates October 2012 - January 2015
Moss Adams, LLP September 2007 - October 2012
County of San Diego April 2006 - May 2007
Skills
CPA, Accounting, General Ledger, Information Systems, Fixed Asset Management, Fixed Asset Depreciation, Capital Project Analysis, Large Capital Projects, Capital Equipment, JDE One World, Software Project..., US GAAP, Payroll, GAAP, Income Tax, Auditing, Fixed Assets
Education
University of San Diego 2003 — 2007
Bachelor of Accountancy, Accounting and Computer Science
Thomas Kremer's Moss Adams LLP Experience June 2013 - August 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Moss Adams LLP June 2013 - August 2013
University of San Diego Campus Recreation January 2011 - May 2013
Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Microsoft Office, Time Management, Public Speaking, Teamwork, Leadership, Financial Accounting, Facebook, Data Entry, Auditing, Data Analysis, Financial Reporting, Social Media, Research, Financial Analysis, Finance, Social Networking, Communication, Financial Statements, Internal Controls, Assurance, Analysis, GAAP, Windows, Sarbanes-Oxley Act, English, US GAAP, General Ledger, Bookkeeping, External Audit, Teaching, IFRS
Education
University of San Diego 2010 — 2014
Accounting, 3.86
University of San Diego 2010 — 2014
Bachelor's degree, Finance, General, 3.86
PwC September 2014 - Present
Moss Adams LLP June 2013 - August 2013
University of San Diego Campus Recreation January 2011 - May 2013
Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Microsoft Office, Time Management, Public Speaking, Teamwork, Leadership, Financial Accounting, Facebook, Data Entry, Auditing, Data Analysis, Financial Reporting, Social Media, Research, Financial Analysis, Finance, Social Networking, Communication, Financial Statements, Internal Controls, Assurance, Analysis, GAAP, Windows, Sarbanes-Oxley Act, English, US GAAP, General Ledger, Bookkeeping, External Audit, Teaching, IFRS
Education
University of San Diego 2010 — 2014
Accounting, 3.86
University of San Diego 2010 — 2014
Bachelor's degree, Finance, General, 3.86
Brett Helbling's Moss Adams LLP Experience September 2012 - July 2014
Job Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2012 - July 2014
University of Portland September 2008 - September 2012
Cash Oregon, AARP Tax-Aide January 2012 - April 2012
Helbling Employee Benefits Consulting May 2011 - August 2011
Immigration Law Offices of Jeffrey C Gonzales January 2011 - May 2011
Catholic Charities USA September 2010 - December 2010
Skills
Communication, US GAAP, Team Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Social Media, Tax Wise Online Software, Basic IFRS, Auditing, Management, Financial Analysis, Time Management
Education
University of Portland 2008 — 2012
BBA, Accounting
Moss Adams LLP September 2012 - July 2014
University of Portland September 2008 - September 2012
Cash Oregon, AARP Tax-Aide January 2012 - April 2012
Helbling Employee Benefits Consulting May 2011 - August 2011
Immigration Law Offices of Jeffrey C Gonzales January 2011 - May 2011
Catholic Charities USA September 2010 - December 2010
Skills
Communication, US GAAP, Team Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Social Media, Tax Wise Online Software, Basic IFRS, Auditing, Management, Financial Analysis, Time Management
Education
University of Portland 2008 — 2012
BBA, Accounting
Jeanette Lunceford Jeanette Lunceford's Moss Adams LLP Experience 1975 - 1979
Job Real Estate Broker/Owner
Industry Real Estate
Experience
Keynote Real Estate February 2011 - Present
TCC Foundation 1998 - 2010
Tacoma Community College 1996 - 2006
Moss Adams LLP 1975 - 1979
Skills
Management, Program Management, Real Estate, Customer Service, Fundraising, Event Planning, Leadership, Nonprofits, Non-profits, Public Speaking, Microsoft Excel, Negotiation, Budgets, Contract Negotiation
Education
University of Puget Sound 1972 — 1975
Bachelors, Business - Accounting
Western Washington University 1967 — 1971
Bachelors, Social Studies, Education
Keynote Real Estate February 2011 - Present
TCC Foundation 1998 - 2010
Tacoma Community College 1996 - 2006
Moss Adams LLP 1975 - 1979
Skills
Management, Program Management, Real Estate, Customer Service, Fundraising, Event Planning, Leadership, Nonprofits, Non-profits, Public Speaking, Microsoft Excel, Negotiation, Budgets, Contract Negotiation
Education
University of Puget Sound 1972 — 1975
Bachelors, Business - Accounting
Western Washington University 1967 — 1971
Bachelors, Social Studies, Education
Randee Autrand Randee Autrand's Moss Adams LLP Experience August 2014 - January 2015
Job .
Industry Accounting
Experience
Coffman Engineers July 2015 - August 2015
zulily January 2015 - February 2015
Moss Adams LLP August 2014 - January 2015
Pierce College District July 2013 - August 2014
University of Puget Sound May 2012 - June 2013
American Self Storage December 2010 - April 2012
Barnes & Noble September 2009 - December 2010
Tacoma Musical Playhouse January 2009 - May 2009
Tacoma Community House August 2008 - May 2009
University of Puget Sound August 2005 - December 2007
Skills
Customer Service, Outlook, Research, Microsoft Office, Teaching, PowerPoint, Student Financial Aid, Being Part of a Group, Microsoft Excel, Microsoft Word, Microsoft Publisher, Office Administration, Office Management, Editing, Data Entry, Social Media, Management
Education
University of Puget Sound 2005 — 2009
BA, History, Classics
Notre Dame High School 2001 — 2005
High School Diploma, History and Music
Coffman Engineers July 2015 - August 2015
zulily January 2015 - February 2015
Moss Adams LLP August 2014 - January 2015
Pierce College District July 2013 - August 2014
University of Puget Sound May 2012 - June 2013
American Self Storage December 2010 - April 2012
Barnes & Noble September 2009 - December 2010
Tacoma Musical Playhouse January 2009 - May 2009
Tacoma Community House August 2008 - May 2009
University of Puget Sound August 2005 - December 2007
Skills
Customer Service, Outlook, Research, Microsoft Office, Teaching, PowerPoint, Student Financial Aid, Being Part of a Group, Microsoft Excel, Microsoft Word, Microsoft Publisher, Office Administration, Office Management, Editing, Data Entry, Social Media, Management
Education
University of Puget Sound 2005 — 2009
BA, History, Classics
Notre Dame High School 2001 — 2005
High School Diploma, History and Music
Tiffany Coln Smith's Moss Adams LLP Experience July 2014 - Present
Job Regional HR Manager at Moss Adams LLP
Industry Human Resources
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP August 2006 - July 2014
Deloitte Consulting December 2003 - August 2006
Deloitte Consulting April 2000 - December 2003
Education
University of Southern California
BS
Moss Adams LLP July 2014 - Present
Moss Adams LLP August 2006 - July 2014
Deloitte Consulting December 2003 - August 2006
Deloitte Consulting April 2000 - December 2003
Education
University of Southern California
BS
Brandon Powers's Moss Adams LLP Experience May 2014 - Present
Job Certified Public Accountant
Industry Accounting
Experience
Moss Adams LLP May 2014 - Present
Pacific Investment Management Company November 2012 - March 2014
PwC September 2009 - November 2012
Skills
Auditing, Assurance, Financial Reporting, Internal Controls, US GAAP, SEC filings, GAAP, External Audit, Financial Statements, Accounting, Sales, Microsoft Excel, Bloomberg Terminal, Financial Analysis
Education
University of Southern California 2008 — 2009
Master's degree, Accounting
University of Southern California 2002 — 2006
BS, Business
Corona del Mar High School 1998 — 2002
Moss Adams LLP May 2014 - Present
Pacific Investment Management Company November 2012 - March 2014
PwC September 2009 - November 2012
Skills
Auditing, Assurance, Financial Reporting, Internal Controls, US GAAP, SEC filings, GAAP, External Audit, Financial Statements, Accounting, Sales, Microsoft Excel, Bloomberg Terminal, Financial Analysis
Education
University of Southern California 2008 — 2009
Master's degree, Accounting
University of Southern California 2002 — 2006
BS, Business
Corona del Mar High School 1998 — 2002
Paul Keller's Moss Adams LLP Experience 1997 - June 2014
Job Tax Director Exempt Organizations at Apercen Partners LLC
Industry Accounting
Experience
Apercen Partners LLC June 2014 - Present
Moss Adams LLP 1997 - June 2014
Kimwood Corporation May 1995 - September 1997
South Lane Investment Company April 1991 - September 1997
Deloitte May 1986 - March 1991
Skills
Accounting, Tax, Income Tax, CPA, Tax Preparation, Exempt Orgainzation..., Partnership Taxation, Tax Research, S Corporations, Corporate Tax, Tax Accounting, Due Diligence, US GAAP, Financial Accounting, Financial Statements, Auditing, Financial Reporting, Tax Advisory
Education
University of Portland 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Apercen Partners LLC June 2014 - Present
Moss Adams LLP 1997 - June 2014
Kimwood Corporation May 1995 - September 1997
South Lane Investment Company April 1991 - September 1997
Deloitte May 1986 - March 1991
Skills
Accounting, Tax, Income Tax, CPA, Tax Preparation, Exempt Orgainzation..., Partnership Taxation, Tax Research, S Corporations, Corporate Tax, Tax Accounting, Due Diligence, US GAAP, Financial Accounting, Financial Statements, Auditing, Financial Reporting, Tax Advisory
Education
University of Portland 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Matthew Van Horne's Moss Adams LLP Experience July 2007 - July 2008
Job Director of Engineering at When I Work (formerly thisCLICKS)
Industry Education Management
Experience
When I Work (formerly thisCLICKS) October 2014 - Present
Promethean November 2012 - May 2014
Promethean August 2010 - November 2012
SynapticMash August 2008 - August 2010
Moss Adams LLP July 2007 - July 2008
Lionmts August 1999 - June 2007
Skills
C#, JavaScript, Software Development, HTML, CSS, Agile Methodologies, XML, Mobile Applications, Scrum, Web Applications, Web Services, ASP.NET, Microsoft SQL Server, Software Design, .NET
Education
University of Puget Sound 2005 — 2007
BA, International Political Economy
University of Puget Sound 1995 — 1999
BS, Math and Computer Science
When I Work (formerly thisCLICKS) October 2014 - Present
Promethean November 2012 - May 2014
Promethean August 2010 - November 2012
SynapticMash August 2008 - August 2010
Moss Adams LLP July 2007 - July 2008
Lionmts August 1999 - June 2007
Skills
C#, JavaScript, Software Development, HTML, CSS, Agile Methodologies, XML, Mobile Applications, Scrum, Web Applications, Web Services, ASP.NET, Microsoft SQL Server, Software Design, .NET
Education
University of Puget Sound 2005 — 2007
BA, International Political Economy
University of Puget Sound 1995 — 1999
BS, Math and Computer Science
Bryce Ulrich's Moss Adams LLP Experience November 2008 - Present
Job Sr. Systems Engineer at Moss Adams, LLP
Industry Information Technology and Services
Experience
Moss Adams LLP November 2008 - Present
Ascentium Corporation September 2007 - September 2008
Cascade Investment, LLC May 2002 - September 2007
Cascade BMW November 2000 - May 2002
Microsoft November 1996 - February 1998
Microsoft June 1991 - November 1996
Nike June 1990 - August 1990
Microsoft January 1989 - December 1989
Education
University of Puget Sound 1986 — 1991
Moss Adams LLP November 2008 - Present
Ascentium Corporation September 2007 - September 2008
Cascade Investment, LLC May 2002 - September 2007
Cascade BMW November 2000 - May 2002
Microsoft November 1996 - February 1998
Microsoft June 1991 - November 1996
Nike June 1990 - August 1990
Microsoft January 1989 - December 1989
Education
University of Puget Sound 1986 — 1991
Glen Meharg's Moss Adams LLP Experience Senior Software EngineerLion Inc.February 1999 - April 2006
Job Senior Applications Developer at Moss Adams LLP
Industry Computer Software
Experience
Moss Adams LLP Senior Software EngineerLion Inc.February 1999 - April 2006
Education
University of Puget Sound 1995 — 1999
B.S., Computer Science
Moss Adams LLP Senior Software EngineerLion Inc.February 1999 - April 2006
Education
University of Puget Sound 1995 — 1999
B.S., Computer Science
Ed Balala's Moss Adams LLP Experience November 2007 - Present
Job Sr. Software Quality Assurance Engineer at Moss Adams LLP
Industry Computer Software
Experience
Moss Adams LLP November 2007 - Present
Lion, Inc. October 2005 - November 2007
Real Networks March 1999 - October 2005
Imation/Luminous 1997 - 1999
Adobe 1993 - 1997
McDonnell Douglas 1989 - 1992
Skills
Software Development, Software Quality..., Scrum, SDLC, Agile Methodologies, Testing
Education
Washington University in St. Louis 1987 — 1989
BS, Electrical Engineering
University of Puget Sound 1984 — 1987
BS, Physics
Maui High School
Moss Adams LLP November 2007 - Present
Lion, Inc. October 2005 - November 2007
Real Networks March 1999 - October 2005
Imation/Luminous 1997 - 1999
Adobe 1993 - 1997
McDonnell Douglas 1989 - 1992
Skills
Software Development, Software Quality..., Scrum, SDLC, Agile Methodologies, Testing
Education
Washington University in St. Louis 1987 — 1989
BS, Electrical Engineering
University of Puget Sound 1984 — 1987
BS, Physics
Maui High School
Domingo Laboy's Moss Adams LLP Experience 2005 - Present
Job Accounting Consultant and Contractor
Industry Accounting
Experience
Moss Adams LLP 2005 - Present
Education
University of Phoenix 2002 — 2004
Moss Adams LLP 2005 - Present
Education
University of Phoenix 2002 — 2004
Scott DeBoer's Moss Adams LLP Experience March 2010 - Present
Job Senior Project Manager at Moss Adams LLP
Industry Information Technology and Services
Experience
Moss Adams LLP March 2010 - Present
Moss Adams LLP August 2012 - May 2015
PEMCO April 2008 - March 2010
Group Health Cooperative May 2006 - April 2008
Safeco 1992 - April 2006
Skills
Program Management, Business Analysis, PMP, SharePoint, Business Intelligence, Data Warehousing, Quality Assurance, Project Management, Requirements Analysis, Software Project..., Visio, MS Project, SDLC, Vendor Management, Agile Methodologies, Business Process..., Scrum, Process Improvement, Leadership, Software Development, Management, ITIL, Enterprise Software, Project Portfolio..., Agile Project Management, Requirements Gathering, IT Management, PMO, Business Process
Education
University of Puget Sound 1988 — 1992
BA, Business Administration, Economics
Moss Adams LLP March 2010 - Present
Moss Adams LLP August 2012 - May 2015
PEMCO April 2008 - March 2010
Group Health Cooperative May 2006 - April 2008
Safeco 1992 - April 2006
Skills
Program Management, Business Analysis, PMP, SharePoint, Business Intelligence, Data Warehousing, Quality Assurance, Project Management, Requirements Analysis, Software Project..., Visio, MS Project, SDLC, Vendor Management, Agile Methodologies, Business Process..., Scrum, Process Improvement, Leadership, Software Development, Management, ITIL, Enterprise Software, Project Portfolio..., Agile Project Management, Requirements Gathering, IT Management, PMO, Business Process
Education
University of Puget Sound 1988 — 1992
BA, Business Administration, Economics
Karene Hill's Moss Adams LLP Experience September 2014 - Present
Job Executive Assistant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2014 - Present
FedEx Services December 2006 - September 2014
Bright Horizons November 2002 - December 2006
Skills
Transportation, Air Freight, LTL, Transportation..., Logistics, Freight, 3PL, Shipping, International Logistics, Customer Service, Logistics Management, Freight Forwarding, Operations Management, Team Building, Truckload, Microsoft Office, Account Management, Process Improvement, Leadership, Project Management, Microsoft Excel, Sales Analysis, PowerPoint
Education
University of Phoenix 2001 — 2003
Master of Education (MEd), Adult Education and Distrance Learning
Puget Sound Christian College 1995 — 2000
BA, Biblical Theology
Moss Adams LLP September 2014 - Present
FedEx Services December 2006 - September 2014
Bright Horizons November 2002 - December 2006
Skills
Transportation, Air Freight, LTL, Transportation..., Logistics, Freight, 3PL, Shipping, International Logistics, Customer Service, Logistics Management, Freight Forwarding, Operations Management, Team Building, Truckload, Microsoft Office, Account Management, Process Improvement, Leadership, Project Management, Microsoft Excel, Sales Analysis, PowerPoint
Education
University of Phoenix 2001 — 2003
Master of Education (MEd), Adult Education and Distrance Learning
Puget Sound Christian College 1995 — 2000
BA, Biblical Theology
Teresa Stempel's Moss Adams LLP Experience January 2007 - January 2009
Job Chief Financial Officer at Guardian Real Estate Services LLC
Industry Accounting
Experience
Guardian Real Estate Services LLC February 2009 - Present
Moss Adams LLP January 2007 - January 2009
The Old Spaghetti Factory 1997 - 2006
Education
University of Portland
Bachelor of Business Administration (BBA), Accounting
Guardian Real Estate Services LLC February 2009 - Present
Moss Adams LLP January 2007 - January 2009
The Old Spaghetti Factory 1997 - 2006
Education
University of Portland
Bachelor of Business Administration (BBA), Accounting
Meghan McMahon, CPA's Moss Adams LLP Experience November 2006 - March 2012
Job Exchange Coordinator at Cascade Exchange Services, Inc.
Industry Accounting
Experience
Cascade Exchange Services, Inc. March 2012 - Present
Moss Adams LLP November 2006 - March 2012
Skills
Accounting, 1031 Exchanges, CPA, Auditing, Financial Statements, Internal Controls, GAAP, Tax Preparation, Tax Research, US GAAP, Income Tax, Revenue Recognition, Corporate Tax, Financial Accounting, Tax
Education
University of San Francisco 2002 — 2006
BS, Accounting
Cascade Exchange Services, Inc. March 2012 - Present
Moss Adams LLP November 2006 - March 2012
Skills
Accounting, 1031 Exchanges, CPA, Auditing, Financial Statements, Internal Controls, GAAP, Tax Preparation, Tax Research, US GAAP, Income Tax, Revenue Recognition, Corporate Tax, Financial Accounting, Tax
Education
University of San Francisco 2002 — 2006
BS, Accounting
William Brayman's Moss Adams LLP Experience April 2008 - August 2009
Job Investment Advisor Representative at Cooper McManus
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Cooper McManus May 2012 - Present
Moss Adams LLP April 2008 - August 2009
Clark, Brayman and Associates April 2000 - February 2008
moss adams 2008 - 2008
Skills
Financial Planners, Personal Financial..., Strategic Financial..., Estate Planning
Education
University of Rhode Island - College of Business Administration 1986 — 1991
Bachelor of Science (BS)
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Cooper McManus May 2012 - Present
Moss Adams LLP April 2008 - August 2009
Clark, Brayman and Associates April 2000 - February 2008
moss adams 2008 - 2008
Skills
Financial Planners, Personal Financial..., Strategic Financial..., Estate Planning
Education
University of Rhode Island - College of Business Administration 1986 — 1991
Bachelor of Science (BS)
Christian Emerson's Moss Adams LLP Experience 1997 - 2006
Job Partner at Richardson Kontogouris Emerson LLP
Industry Accounting
Experience
Richardson Kontogouris Emerson LLP November 2006 - Present
Moss Adams LLP 1997 - 2006
Skills
Income Tax, Tax, GAAP, CPA, Corporate Tax, Accounting, Tax Preparation, Tax Accounting, Assurance
Education
University of Southern California
Accounting
Richardson Kontogouris Emerson LLP November 2006 - Present
Moss Adams LLP 1997 - 2006
Skills
Income Tax, Tax, GAAP, CPA, Corporate Tax, Accounting, Tax Preparation, Tax Accounting, Assurance
Education
University of Southern California
Accounting
Nicole Kasar's Moss Adams LLP Experience October 2008 - May 2013
Job Technology Finance Wells Fargo Capital Finance, CPA
Industry Financial Services
Experience
Wells Fargo Capital Finance May 2013 - Present
Moss Adams LLP October 2008 - May 2013
USC Marshall School of Business January 2008 - May 2008
Moss Adams LLP May 2007 - August 2007
Merrill Lynch May 2006 - May 2007
Rumours Boutique December 2004 - May 2007
Skills
Accounting, CPA, Assurance, Finance, Financial Reporting, SEC filings, Financial Statements, Auditing, Financial Accounting, Financial Analysis, Budgets, Financial Modeling, Leveraged Finance, LBO, Cash Flow Lending
Education
University of Southern California - Marshall School of Business 2004 — 2008
BS, Business Administration - Corporate Finance
University of Southern California 2004 — 2008
BS, Accounting
Wells Fargo Capital Finance May 2013 - Present
Moss Adams LLP October 2008 - May 2013
USC Marshall School of Business January 2008 - May 2008
Moss Adams LLP May 2007 - August 2007
Merrill Lynch May 2006 - May 2007
Rumours Boutique December 2004 - May 2007
Skills
Accounting, CPA, Assurance, Finance, Financial Reporting, SEC filings, Financial Statements, Auditing, Financial Accounting, Financial Analysis, Budgets, Financial Modeling, Leveraged Finance, LBO, Cash Flow Lending
Education
University of Southern California - Marshall School of Business 2004 — 2008
BS, Business Administration - Corporate Finance
University of Southern California 2004 — 2008
BS, Accounting
William Norris's Moss Adams LLP Experience May 2006 - Present
Job Partner, Health Care Consulting Group at Moss Adams LLP
Industry Hospital & Health Care
Experience
Moss Adams LLP May 2006 - Present
BDO Seidman, LLP December 1998 - March 2006
Skills
Healthcare Consulting, Healthcare, Healthcare Industry, Managed Care, CPA, Revenue Cycle, Practice Management, Healthcare Information..., Medicare, Internal Audit, Hospitals, HIPAA, Healthcare Management, EHR, Health Policy, Revenue Cycle Management, Physicians, Medicaid, Performance Improvement, Process Improvement, Informatics, Medical Coding, EMR, Physician Relations, Managed Care and Payer..., Claims Payment Analysis, Litigation Support,..., Cost Containment, Health Plans, HMOs, Medical Groups, Self-Insured Employers
Education
University of Southern California 1983 — 2008
Bachelor of Science (B.S.), Industrial Engineering
Moss Adams LLP May 2006 - Present
BDO Seidman, LLP December 1998 - March 2006
Skills
Healthcare Consulting, Healthcare, Healthcare Industry, Managed Care, CPA, Revenue Cycle, Practice Management, Healthcare Information..., Medicare, Internal Audit, Hospitals, HIPAA, Healthcare Management, EHR, Health Policy, Revenue Cycle Management, Physicians, Medicaid, Performance Improvement, Process Improvement, Informatics, Medical Coding, EMR, Physician Relations, Managed Care and Payer..., Claims Payment Analysis, Litigation Support,..., Cost Containment, Health Plans, HMOs, Medical Groups, Self-Insured Employers
Education
University of Southern California 1983 — 2008
Bachelor of Science (B.S.), Industrial Engineering
Haley Rettig's Moss Adams LLP Experience February 2013 - September 2013
Job at
Industry Accounting
Experience
Fifth Third Bank August 2014 - Present
Sterling Savings Bank September 2013 - May 2014
Moss Adams LLP February 2013 - September 2013
KPMG US July 2010 - August 2012
WSU Kappa Kappa Gamma December 2006 - December 2007
Skills
External Audit, Internal Controls, US GAAP, Auditing, IFRS, GAAP, Financial Reporting, Financial Accounting, Accounting, SEC filings, Sarbanes-Oxley Act, Cash Flow
Education
University of Portland 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Washington State University 2006 — 2008
Fifth Third Bank August 2014 - Present
Sterling Savings Bank September 2013 - May 2014
Moss Adams LLP February 2013 - September 2013
KPMG US July 2010 - August 2012
WSU Kappa Kappa Gamma December 2006 - December 2007
Skills
External Audit, Internal Controls, US GAAP, Auditing, IFRS, GAAP, Financial Reporting, Financial Accounting, Accounting, SEC filings, Sarbanes-Oxley Act, Cash Flow
Education
University of Portland 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Washington State University 2006 — 2008
Tina Pisan, CPA's Moss Adams LLP Experience 1997 - 2002
Job Controller
Industry Automotive
Experience
Sunset Porsche Audi June 2014 - Present
Tonkin Family of Dealerships April 2013 - June 2014
Kuni BMW May 2011 - October 2012
Rasmussen BMW February 2007 - May 2011
Lanphere Enterprises January 2005 - February 2007
Moss Adams LLP 1997 - 2002
Education
University of Portland
Sunset Porsche Audi June 2014 - Present
Tonkin Family of Dealerships April 2013 - June 2014
Kuni BMW May 2011 - October 2012
Rasmussen BMW February 2007 - May 2011
Lanphere Enterprises January 2005 - February 2007
Moss Adams LLP 1997 - 2002
Education
University of Portland
Tobin Alexander's Moss Adams LLP Experience February 1985 - December 2009
Job Billing Coordinator at Holthouse Carlin & Van Trigt LLP
Industry Accounting
Experience
Holthouse Carlin & Van Trigt LLP September 2010 - Present
Moss Adams LLP February 1985 - December 2009
Braverman Codron & Co. LLP February 1985 - June 2000
Skills
Accounting, QuickBooks, Due Diligence, Accounts Payable, Account Reconciliation, Microsoft Excel, Invoicing, Payroll, Analysis, General Ledger, Internal Audit
Education
University of Southern California 1978 — 1982
BFA, Drama
Holthouse Carlin & Van Trigt LLP September 2010 - Present
Moss Adams LLP February 1985 - December 2009
Braverman Codron & Co. LLP February 1985 - June 2000
Skills
Accounting, QuickBooks, Due Diligence, Accounts Payable, Account Reconciliation, Microsoft Excel, Invoicing, Payroll, Analysis, General Ledger, Internal Audit
Education
University of Southern California 1978 — 1982
BFA, Drama
Judy Yen's Moss Adams LLP Experience January 2005 - March 2009
Job CPA & Senior Accountant at Senomyx, Inc.
Industry Biotechnology
Experience
Senomyx, Inc. July 2012 - Present
Trex Enterprises Corporation April 2009 - July 2012
Moss Adams LLP January 2005 - March 2009
Skills
GAAP, PowerPoint, Accounting, CPA, Microsoft Office, US GAAP, Sarbanes-Oxley, Internal Controls, Tax, Financial Reporting, Corporate Tax, Financial Analysis, SOX 404, Revenue Recognition, Inventory Valuation, Tax Accounting, SEC filings, Financial Audits, Financial Accounting, Tax Research, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Cost Accounting, Cash Flow Forecasting, Income Tax, Consolidation, Financial Statements, Fixed Assets, Account Reconciliation, Tax Returns, Sales Tax, Consolidated Financial..., Subsidiaries, Inventory Analysis, Microsoft Excel
Education
University of San Diego 2002 — 2006
Bachelors of Accountancy, Accounting
Senomyx, Inc. July 2012 - Present
Trex Enterprises Corporation April 2009 - July 2012
Moss Adams LLP January 2005 - March 2009
Skills
GAAP, PowerPoint, Accounting, CPA, Microsoft Office, US GAAP, Sarbanes-Oxley, Internal Controls, Tax, Financial Reporting, Corporate Tax, Financial Analysis, SOX 404, Revenue Recognition, Inventory Valuation, Tax Accounting, SEC filings, Financial Audits, Financial Accounting, Tax Research, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Cost Accounting, Cash Flow Forecasting, Income Tax, Consolidation, Financial Statements, Fixed Assets, Account Reconciliation, Tax Returns, Sales Tax, Consolidated Financial..., Subsidiaries, Inventory Analysis, Microsoft Excel
Education
University of San Diego 2002 — 2006
Bachelors of Accountancy, Accounting
Tamara Rigberg, CPA, CVA's Moss Adams LLP Experience July 2012 - May 2013
Job CPA at Offices of Sally White, CPA, CVA
Industry Accounting
Experience
Offices of Sally White, CPA, CVA April 2013 - Present
Moss Adams LLP July 2012 - May 2013
Lorch & Company February 2011 - May 2012
Dole Food Company September 2009 - January 2011
McGladrey June 2006 - September 2009
KPMG LLP January 2006 - June 2007
Skills
Financial Reporting, Accounting, Forensic Accounting, Business Valuation, Litigation Support, CPA, Expert Witness, US GAAP, Auditing, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Revenue Recognition, Assurance, General Ledger, External Audit, Financial Audits, QuickBooks, Fixed Assets, Valuation, Due Diligence, Tax, Financial Statements, Consolidation, Corporate Tax, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Accountancy, Accounting with an Emphasis in Finance and Real Estate, Minor in Spanish
Offices of Sally White, CPA, CVA April 2013 - Present
Moss Adams LLP July 2012 - May 2013
Lorch & Company February 2011 - May 2012
Dole Food Company September 2009 - January 2011
McGladrey June 2006 - September 2009
KPMG LLP January 2006 - June 2007
Skills
Financial Reporting, Accounting, Forensic Accounting, Business Valuation, Litigation Support, CPA, Expert Witness, US GAAP, Auditing, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Revenue Recognition, Assurance, General Ledger, External Audit, Financial Audits, QuickBooks, Fixed Assets, Valuation, Due Diligence, Tax, Financial Statements, Consolidation, Corporate Tax, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Accountancy, Accounting with an Emphasis in Finance and Real Estate, Minor in Spanish
Sevrina Ryan, CPA's Moss Adams LLP Experience August 2008 - August 2010
Job Financial Analyst Consultant at Washington Trust Bank
Industry Financial Services
Experience
Washington Trust Bank September 2014 - Present
Washington Trust Bank August 2010 - April 2014
Moss Adams LLP August 2008 - August 2010
Moss Adams May 2007 - August 2007
Aerotek May 2006 - August 2006
Aerotek May 2005 - August 2005
Education
University of Portland 2004 — 2008
BBA, Accounting and Finance
Washington Trust Bank September 2014 - Present
Washington Trust Bank August 2010 - April 2014
Moss Adams LLP August 2008 - August 2010
Moss Adams May 2007 - August 2007
Aerotek May 2006 - August 2006
Aerotek May 2005 - August 2005
Education
University of Portland 2004 — 2008
BBA, Accounting and Finance
Michele Starita, CPA's Moss Adams LLP Experience January 2010 - July 2011
Job Manager, Corporate Accounting Services at Starwood Hotels & Resorts Worldwide, Inc.
Industry Accounting
Experience
Starwood Hotels & Resorts Worldwide, Inc. February 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2013 - February 2015
Starwood Hotels & Resorts Worldwide, Inc. August 2011 - October 2013
Moss Adams LLP January 2010 - July 2011
PwC September 2008 - June 2009
Skills
GAAP, Auditing, Accounting, Financial Reporting, Assurance, Consolidation, US GAAP, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Accounting, General Ledger
Education
University of San Diego 2004 — 2008
Bachelors of Accountancy
Starwood Hotels & Resorts Worldwide, Inc. February 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2013 - February 2015
Starwood Hotels & Resorts Worldwide, Inc. August 2011 - October 2013
Moss Adams LLP January 2010 - July 2011
PwC September 2008 - June 2009
Skills
GAAP, Auditing, Accounting, Financial Reporting, Assurance, Consolidation, US GAAP, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Accounting, General Ledger
Education
University of San Diego 2004 — 2008
Bachelors of Accountancy
Roger Del Fiacco's Moss Adams LLP Experience December 2008 - January 2011
Job November 2nd 2015 Consultant at Semi Retired
Industry Telecommunications
Experience
Semi Retired August 2015 - Present
JBN Telephone Company
Table Top Telephone Company January 2011 - September 2012
Moss Adams, LLP December 2008 - January 2011
Nemont Telephone Cooperative December 2005 - December 2008
JSI September 1983 - December 2005
Skills
Internal Controls, Auditing, Financial Reporting, Financial Analysis, Mergers, Accounting, Telecommunications, Financial Modeling, Strategic Planning, Budgets, Business Planning, Process Improvement, Microsoft Excel, Strategic Financial..., Accounts Payable, Mergers & Acquisitions
Education
University of Phoenix
Master of Business Administration (MBA), Accounting and Finance
University of St. Thomas
Bachelor of Arts (BA), Business Administration and Management, General
Semi Retired August 2015 - Present
JBN Telephone Company
Table Top Telephone Company January 2011 - September 2012
Moss Adams, LLP December 2008 - January 2011
Nemont Telephone Cooperative December 2005 - December 2008
JSI September 1983 - December 2005
Skills
Internal Controls, Auditing, Financial Reporting, Financial Analysis, Mergers, Accounting, Telecommunications, Financial Modeling, Strategic Planning, Budgets, Business Planning, Process Improvement, Microsoft Excel, Strategic Financial..., Accounts Payable, Mergers & Acquisitions
Education
University of Phoenix
Master of Business Administration (MBA), Accounting and Finance
University of St. Thomas
Bachelor of Arts (BA), Business Administration and Management, General
Adam Harcleroad's Moss Adams LLP Experience December 2013 - Present
Job
Industry
Experience
Moss Adams LLP December 2013 - Present
Moss Adams LLP December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service
Education
University of Portland 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Oregon 2000 — 2004
Bachelor's degree, Marketing
Moss Adams LLP December 2013 - Present
Moss Adams LLP December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service
Education
University of Portland 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Oregon 2000 — 2004
Bachelor's degree, Marketing
Amber (Grier) Bratton's Moss Adams LLP Experience June 2012 - August 2014
Job Manager, Audit and Enterprise Risk Services at Deloitte and Touche LLP
Industry Accounting
Experience
Deloitte September 2014 - Present
Moss Adams LLP June 2012 - August 2014
McDirmid, Mikkelsen & Secrest January 2008 - May 2012
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis
Education
University of San Francisco 2004 — 2007
Bachelor of Science (BS), Accounting
Deloitte September 2014 - Present
Moss Adams LLP June 2012 - August 2014
McDirmid, Mikkelsen & Secrest January 2008 - May 2012
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis
Education
University of San Francisco 2004 — 2007
Bachelor of Science (BS), Accounting
Seda Nazaryan, CPA's Moss Adams LLP Experience January 2011 - July 2013
Job Lead Property Accountant at Essex Property Trust
Industry Accounting
Experience
Essex Property Trust March 2015 - Present
EastWest Bank July 2013 - March 2015
Moss Adams LLP January 2011 - July 2013
Skills
Auditing, US GAAP, Financial Accounting, Assurance, Financial Audits, Microsoft Excel, General Ledger, Financial Statements, CPA, Accounting, GAAP, External Audit, Sarbanes-Oxley Act, Financial Statement..., Consolidated Financial..., Variance Analysis, Fixed Assets, Financial Reporting, SEC Filings, Revenue Recognition, Financial Analysis
Education
USC 2008 — 2010
Bachelor of Science (BS), Accounting
Essex Property Trust March 2015 - Present
EastWest Bank July 2013 - March 2015
Moss Adams LLP January 2011 - July 2013
Skills
Auditing, US GAAP, Financial Accounting, Assurance, Financial Audits, Microsoft Excel, General Ledger, Financial Statements, CPA, Accounting, GAAP, External Audit, Sarbanes-Oxley Act, Financial Statement..., Consolidated Financial..., Variance Analysis, Fixed Assets, Financial Reporting, SEC Filings, Revenue Recognition, Financial Analysis
Education
USC 2008 — 2010
Bachelor of Science (BS), Accounting
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson
BDO Seidman