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
Bryan Faulk Bryan Faulk's Moss Adams LLP Experience November 2014 - Present
Job Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2014 - Present
OmniVision Technologies, Inc. July 2013 - September 2013
The Church of Jesus Christ of Latter-day Saints October 2008 - October 2010
Skills
Microsoft Excel, Lacerte, Public Speaking, Accounting, QuickBooks, Tax, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Auditing, Account Reconciliation, GAAP, ProSystem fx Tax, ProSystem fx Engagement
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency, Accounting
Brigham Young University - Idaho 2007 — 2014
Bachelor of Science (B.S.), Economics
Moss Adams LLP November 2014 - Present
OmniVision Technologies, Inc. July 2013 - September 2013
The Church of Jesus Christ of Latter-day Saints October 2008 - October 2010
Skills
Microsoft Excel, Lacerte, Public Speaking, Accounting, QuickBooks, Tax, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Auditing, Account Reconciliation, GAAP, ProSystem fx Tax, ProSystem fx Engagement
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency, Accounting
Brigham Young University - Idaho 2007 — 2014
Bachelor of Science (B.S.), Economics
Joshua Chen, CPA Joshua Chen, CPA's Moss Adams LLP Experience November 2013 - July 2015
Job Tax Professional
Industry Accounting
Experience
Moss Adams LLP November 2013 - July 2015
Frank, Rimerman + Co. LLP September 2012 - November 2013
Agape CPA Firm January 2010 - August 2012
PricewaterhouseCoopers July 2008 - July 2009
PricewaterhouseCoopers January 2008 - March 2008
Visa June 2006 - September 2006
Skills
Tax, Financial Reporting, Accounting, Internal Controls, Tax Preparation, International Tax, Financial Statements, Tax Returns, GoSystems, Account Reconciliation, Corporate Tax, Tax Accounting, US GAAP, CPA, Financial Accounting, Sales Tax, Payroll, QuickBooks, Tax Research, Income Tax, Partnership Taxation, ProSystem fx Tax, Bookkeeping, SEC filings, High Net Worth...
Education
California Polytechnic State University-San Luis Obispo 2007 — 2008
MS - Tax, Accounting - Taxation
University of California, Los Angeles 2003 — 2007
BA, Economics and Accounting
Henry M. Gunn High School 2000 — 2003
High School Diploma
Moss Adams LLP November 2013 - July 2015
Frank, Rimerman + Co. LLP September 2012 - November 2013
Agape CPA Firm January 2010 - August 2012
PricewaterhouseCoopers July 2008 - July 2009
PricewaterhouseCoopers January 2008 - March 2008
Visa June 2006 - September 2006
Skills
Tax, Financial Reporting, Accounting, Internal Controls, Tax Preparation, International Tax, Financial Statements, Tax Returns, GoSystems, Account Reconciliation, Corporate Tax, Tax Accounting, US GAAP, CPA, Financial Accounting, Sales Tax, Payroll, QuickBooks, Tax Research, Income Tax, Partnership Taxation, ProSystem fx Tax, Bookkeeping, SEC filings, High Net Worth...
Education
California Polytechnic State University-San Luis Obispo 2007 — 2008
MS - Tax, Accounting - Taxation
University of California, Los Angeles 2003 — 2007
BA, Economics and Accounting
Henry M. Gunn High School 2000 — 2003
High School Diploma
Matthew Henning Matthew Henning's Moss Adams LLP Experience October 2014 - July 2015
Job Experienced Audit Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2014 - July 2015
EY September 2013 - September 2014
Ernst & Young June 2012 - August 2012
Butte College February 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Accounting, Auditing, Internal Controls, Microsoft Word, PowerPoint, Financial Reporting, Financial Analysis, Customer Service, US GAAP, Assurance, GAAP
Education
California Polytechnic State University-San Luis Obispo 2011 — 2013
Bachelor of Science (BS), Business Adminstration
Moss Adams LLP October 2014 - July 2015
EY September 2013 - September 2014
Ernst & Young June 2012 - August 2012
Butte College February 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Accounting, Auditing, Internal Controls, Microsoft Word, PowerPoint, Financial Reporting, Financial Analysis, Customer Service, US GAAP, Assurance, GAAP
Education
California Polytechnic State University-San Luis Obispo 2011 — 2013
Bachelor of Science (BS), Business Adminstration
Amy Draper, CPA Amy Draper, CPA's Moss Adams LLP Experience January 2005 - November 2005
Job Tax Accounting Manager at Delicato Family Vineyards
Industry Wine and Spirits
Experience
Delicato Family Vineyards August 2013 - Present
Atherton & Associates, LLP November 2005 - August 2013
Moss Adams LLP January 2005 - November 2005
Skills
Accounting, Tax Accounting, GAAP, Corporate Tax, CPA, Tax Research, Partnership Taxation, Tax Preparation, Financial Statements, Tax, Preparation, Financial Planners, Accountants, General Ledger, Auditing, FIN 48
Education
CEB Leadership
California State University Stanislaus
Bachelor of Business Administration (B.B.A.), Accounting
Delicato Family Vineyards August 2013 - Present
Atherton & Associates, LLP November 2005 - August 2013
Moss Adams LLP January 2005 - November 2005
Skills
Accounting, Tax Accounting, GAAP, Corporate Tax, CPA, Tax Research, Partnership Taxation, Tax Preparation, Financial Statements, Tax, Preparation, Financial Planners, Accountants, General Ledger, Auditing, FIN 48
Education
CEB Leadership
California State University Stanislaus
Bachelor of Business Administration (B.B.A.), Accounting
Joshua L. Mortensen Joshua L. Mortensen's Moss Adams LLP Experience June 2011 - November 2012
Job Director of Finance: Cougar Capital
Industry Accounting
Experience
Cougar Capital April 2014 - Present
Brigham Young University 2013 - Present
College Startup June 2014 - January 2015
Peterson Partners August 2014 - September 2014
Symantec May 2014 - July 2014
American Express November 2012 - July 2013
Moss Adams, LLP June 2011 - November 2012
Brigham Young University August 2008 - June 2011
Northwestern Mutual April 2010 - December 2010
Provo City November 2008 - March 2010
Skills
Accounting, Excel, Microsoft Office, Budgeting, Financial Analysis, Audit, Financial Reporting, Microsoft Excel, Auditing, Finance, Corporate Finance, Financial Accounting, Budgets, Time Management, Strategic Planning, Data Analysis, Marketing, Analysis, Entrepreneurship
Education
Brigham Young University 2013 — 2015
Masters of Business Administration (MBA), Finance
Brigham Young University Marriott School of Business 2008 — 2011
Bachelor of Science, Accounting, Korean
Eastern Arizona College 2007 — 2008
Associate of Arts, General Studies
Cougar Capital April 2014 - Present
Brigham Young University 2013 - Present
College Startup June 2014 - January 2015
Peterson Partners August 2014 - September 2014
Symantec May 2014 - July 2014
American Express November 2012 - July 2013
Moss Adams, LLP June 2011 - November 2012
Brigham Young University August 2008 - June 2011
Northwestern Mutual April 2010 - December 2010
Provo City November 2008 - March 2010
Skills
Accounting, Excel, Microsoft Office, Budgeting, Financial Analysis, Audit, Financial Reporting, Microsoft Excel, Auditing, Finance, Corporate Finance, Financial Accounting, Budgets, Time Management, Strategic Planning, Data Analysis, Marketing, Analysis, Entrepreneurship
Education
Brigham Young University 2013 — 2015
Masters of Business Administration (MBA), Finance
Brigham Young University Marriott School of Business 2008 — 2011
Bachelor of Science, Accounting, Korean
Eastern Arizona College 2007 — 2008
Associate of Arts, General Studies
William Sablan William Sablan's Moss Adams LLP Experience 2005 - 2006
Job Controller at Now CFO
Industry Accounting
Experience
NOW CFO November 2013 - Present
Dirt and Aggregate Interchange, Inc. June 2009 - December 2013
Moss Adams LLP 2005 - 2006
Skills
Accounting
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
NOW CFO November 2013 - Present
Dirt and Aggregate Interchange, Inc. June 2009 - December 2013
Moss Adams LLP 2005 - 2006
Skills
Accounting
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
Philip M. Hansen Philip M. Hansen's Moss Adams LLP Experience June 2010 - October 2012
Job CPA, CGMA, Director of Global Tax at ASEA, LLC
Industry Health, Wellness and Fitness
Experience
ASEA, LLC May 2015 - Present
ASEA, LLC November 2013 - April 2015
ASEA, LLC October 2012 - October 2013
Moss Adams LLP June 2010 - October 2012
Brigham Young University January 2010 - April 2010
Brigham Young University April 2008 - December 2009
Moss Adams LLP January 2009 - April 2009
US Army March 2002 - June 2006
Skills
Accounting, International Tax, International Business..., Team Leadership, Strategic Planning, Tax Research, Financial Accounting, Business Tax Planning, Operations Management, Leadership Development, Corporate Tax, Partnership Tax, Tax, Financial Reporting, Tax Preparation, Analysis, Auditing, Income Tax, Forecasting, Process Improvement, US GAAP, SEC filings, Tax Accounting, GAAP, Tax Returns, Internal Controls, Financial Statements, Sarbanes-Oxley Act, QuickBooks, Revenue Recognition, Partnership Taxation
Education
Brigham Young University 2006 — 2010
Master of Accountancy, Taxation
Brigham Young University 2006 — 2010
Bachelor of Accountancy, Accounting
ASEA, LLC May 2015 - Present
ASEA, LLC November 2013 - April 2015
ASEA, LLC October 2012 - October 2013
Moss Adams LLP June 2010 - October 2012
Brigham Young University January 2010 - April 2010
Brigham Young University April 2008 - December 2009
Moss Adams LLP January 2009 - April 2009
US Army March 2002 - June 2006
Skills
Accounting, International Tax, International Business..., Team Leadership, Strategic Planning, Tax Research, Financial Accounting, Business Tax Planning, Operations Management, Leadership Development, Corporate Tax, Partnership Tax, Tax, Financial Reporting, Tax Preparation, Analysis, Auditing, Income Tax, Forecasting, Process Improvement, US GAAP, SEC filings, Tax Accounting, GAAP, Tax Returns, Internal Controls, Financial Statements, Sarbanes-Oxley Act, QuickBooks, Revenue Recognition, Partnership Taxation
Education
Brigham Young University 2006 — 2010
Master of Accountancy, Taxation
Brigham Young University 2006 — 2010
Bachelor of Accountancy, Accounting
Kyla Porter, CPA Kyla Porter, CPA's Moss Adams LLP Experience July 2015 - Present
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2015 - Present
Moss Adams LLP October 2013 - June 2015
Moss Adams LLP June 2012 - October 2012
Skills
Accounting, Financial Accounting, Microsoft Office
Education
California State University-San Marcos 2009 — 2013
Bachelor of Science (BS), Business Administration with an emphasis in Accounting, Summa Cum Laude
Moss Adams LLP July 2015 - Present
Moss Adams LLP October 2013 - June 2015
Moss Adams LLP June 2012 - October 2012
Skills
Accounting, Financial Accounting, Microsoft Office
Education
California State University-San Marcos 2009 — 2013
Bachelor of Science (BS), Business Administration with an emphasis in Accounting, Summa Cum Laude
Michael Trevor Michael Trevor's Moss Adams LLP Experience April 2013 - May 2014
Job Marketing, Advertising, and Sales
Industry Marketing and Advertising
Experience
KPMG US May 2014 - Present
Moss Adams LLP April 2013 - May 2014
Peabody Engineering & Supply, Inc July 2010 - March 2013
Allied Integrated Marketing September 2010 - November 2010
BackStage Pizza September 2006 - June 2010
Cal Poly December 2008 - April 2010
Sorin Group July 2009 - August 2009
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (BS), Business Marketing Management
KPMG US May 2014 - Present
Moss Adams LLP April 2013 - May 2014
Peabody Engineering & Supply, Inc July 2010 - March 2013
Allied Integrated Marketing September 2010 - November 2010
BackStage Pizza September 2006 - June 2010
Cal Poly December 2008 - April 2010
Sorin Group July 2009 - August 2009
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (BS), Business Marketing Management
Samuel Berryhill Samuel Berryhill's Moss Adams LLP Experience February 2015 - Present
Job Audit Staff at Moss Adams
Industry Accounting
Experience
Moss Adams LLP February 2015 - Present
EY September 2013 - February 2015
Sandra L. Kruthoff C.P.A. July 2011 - May 2013
Staples January 2009 - September 2010
Skills
Auditing, Management, Payroll, Budgets, Computer Information..., Critical Thinking, Customer Service, Tax, Financial Reporting, Accounting, GAAP, Financial Analysis, Accounts Payable, Accounts Receivable, Internal Controls, Financial Accounting, Bookkeeping, General Ledger, Financial Statements, Account Reconciliation, US GAAP, Variance Analysis, Cash Flow, Microsoft Excel, Fixed Assets, Tax Preparation, Peachtree, Journal Entries, PowerPoint, Accruals, Financial Audits
Education
California State University-Stanislaus 2010 — 2013
Bachelor of Science (BS), Business Administration, Accounting
Modesto Junior College 2008 — 2010
Associate of Arts (AA), Behavioral and Social Sciences
Moss Adams LLP February 2015 - Present
EY September 2013 - February 2015
Sandra L. Kruthoff C.P.A. July 2011 - May 2013
Staples January 2009 - September 2010
Skills
Auditing, Management, Payroll, Budgets, Computer Information..., Critical Thinking, Customer Service, Tax, Financial Reporting, Accounting, GAAP, Financial Analysis, Accounts Payable, Accounts Receivable, Internal Controls, Financial Accounting, Bookkeeping, General Ledger, Financial Statements, Account Reconciliation, US GAAP, Variance Analysis, Cash Flow, Microsoft Excel, Fixed Assets, Tax Preparation, Peachtree, Journal Entries, PowerPoint, Accruals, Financial Audits
Education
California State University-Stanislaus 2010 — 2013
Bachelor of Science (BS), Business Administration, Accounting
Modesto Junior College 2008 — 2010
Associate of Arts (AA), Behavioral and Social Sciences
Sergio Salcedo Sergio Salcedo's Moss Adams LLP Experience June 2015 - Present
Job Tax Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - Present
California State University, Stanislaus August 2014 - May 2015
California State University, Stanislaus August 2014 - May 2015
Foster Farms October 2014 - December 2014
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Finance, Internal Controls, Microsoft Office, Budgets, Financial Modeling, Tax
Education
California State University Stanislaus 2010 — 2015
Accounting and Finance, Senior
Patterson High School
Moss Adams LLP June 2015 - Present
California State University, Stanislaus August 2014 - May 2015
California State University, Stanislaus August 2014 - May 2015
Foster Farms October 2014 - December 2014
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Finance, Internal Controls, Microsoft Office, Budgets, Financial Modeling, Tax
Education
California State University Stanislaus 2010 — 2015
Accounting and Finance, Senior
Patterson High School
Collin McCabe, CPA, MST Collin McCabe, CPA, MST's Moss Adams LLP Experience August 2013 - Present
Job Senior Associate for Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2013 - Present
Maemura & Co. CPAs LLP January 2013 - July 2013
Maemura and Co. CPAs LLP January 2011 - January 2013
KPMG April 2008 - April 2008
Skills
Microsoft Excel, PowerPoint, Time Management, Handle Multiple Projects, Accounting, Microsoft Office, Tax, Auditing, Networking, QuickBooks, Financial Accounting, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Masters, Taxation
Northern Arizona University, College of Business Administration 2005 — 2009
Bachelor Of Science, Accountancy
Moss Adams LLP August 2013 - Present
Maemura & Co. CPAs LLP January 2013 - July 2013
Maemura and Co. CPAs LLP January 2011 - January 2013
KPMG April 2008 - April 2008
Skills
Microsoft Excel, PowerPoint, Time Management, Handle Multiple Projects, Accounting, Microsoft Office, Tax, Auditing, Networking, QuickBooks, Financial Accounting, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Masters, Taxation
Northern Arizona University, College of Business Administration 2005 — 2009
Bachelor Of Science, Accountancy
Yenifer Origel's Moss Adams LLP Experience June 2014 - August 2014
Job
Industry Accounting
Experience
Panetta Congressional Institute for Public Policy August 2014 - November 2014
Moss Adams LLP June 2014 - August 2014
California Polytechnic State University June 2013 - June 2014
California Polytechnic State University August 2012 - June 2014
Kennedy Library, Cal Poly San Luis Obispo September 2011 - June 2013
Moody's Analytics June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Computers, Soccer, Sports Nutrition, Advice, Accounting, Spanish-English, Coaching, Organization, Student Housing, Student Counseling, Student Leadership, QuickBooks, Time Management, Management, Spanish, Leadership, Team Building, Communication, Microsoft PowerPoint
Education
Cal Poly San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
KIPP: King Collegiate 2007 — 2011
Panetta Congressional Institute for Public Policy August 2014 - November 2014
Moss Adams LLP June 2014 - August 2014
California Polytechnic State University June 2013 - June 2014
California Polytechnic State University August 2012 - June 2014
Kennedy Library, Cal Poly San Luis Obispo September 2011 - June 2013
Moody's Analytics June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Computers, Soccer, Sports Nutrition, Advice, Accounting, Spanish-English, Coaching, Organization, Student Housing, Student Counseling, Student Leadership, QuickBooks, Time Management, Management, Spanish, Leadership, Team Building, Communication, Microsoft PowerPoint
Education
Cal Poly San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
KIPP: King Collegiate 2007 — 2011
Mulu Araya Mulu Araya's Moss Adams LLP Experience July 2014 - Present
Job Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Los Osos Chamber of Commerce April 2012 - May 2012
Moss Levy & Hartzheim LLP June 2011 - December 2011
National Society of Black Engineers (CalPoly) 2009 - 2010
All Stars Project, Inc. June 2009 - August 2009
Skills
Internal Controls, Finance, Accounts Payable, Financial Analysis, GAAP, Accounting, Fundraising, Training, QuickBooks, Auditing, Tax, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration in Accounting
Moss Adams LLP July 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Los Osos Chamber of Commerce April 2012 - May 2012
Moss Levy & Hartzheim LLP June 2011 - December 2011
National Society of Black Engineers (CalPoly) 2009 - 2010
All Stars Project, Inc. June 2009 - August 2009
Skills
Internal Controls, Finance, Accounts Payable, Financial Analysis, GAAP, Accounting, Fundraising, Training, QuickBooks, Auditing, Tax, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration in Accounting
Eric Young Eric Young's Moss Adams LLP Experience November 2010 - August 2014
Job Transaction Advisory Services Manager at Grant Thornton LLP
Industry Capital Markets
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2014 - July 2015
Moss Adams LLP November 2010 - August 2014
Skills
Transaction Advisory..., Due Diligence, Practice Development, Construction Accounting, Internal Controls, Manufacturing Accounting, Internal Audit, External Audit, Microsoft Excel, Access, Excel, Accounting, Fraud Investigations, Fraud Analysis, Fraud Prevention, Healthcare Industry, US GAAP
Education
Brigham Young University 2009 — 2010
Masters of Science, Accountancy
Brigham Young University 2006 — 2009
Bachelor of Science; Master of Accountancy, Accounting
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2014 - July 2015
Moss Adams LLP November 2010 - August 2014
Skills
Transaction Advisory..., Due Diligence, Practice Development, Construction Accounting, Internal Controls, Manufacturing Accounting, Internal Audit, External Audit, Microsoft Excel, Access, Excel, Accounting, Fraud Investigations, Fraud Analysis, Fraud Prevention, Healthcare Industry, US GAAP
Education
Brigham Young University 2009 — 2010
Masters of Science, Accountancy
Brigham Young University 2006 — 2009
Bachelor of Science; Master of Accountancy, Accounting
Jared James Jared James's Moss Adams LLP Experience January 2014 - September 2014
Job Sr. Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Moss Adams LLP January 2014 - September 2014
Gradient Resources, Inc January 2012 - November 2013
Southwest Gas Corporation September 2011 - December 2011
TaxHawk, Inc November 2010 - April 2011
WorldDoc September 2010 - December 2010
Skills
Accounting, Leadership, Microsoft Excel, Microsoft Office, Customer Service, Auditing, Analysis, Databases, Microsoft Word, SQL, PowerPoint, Financial Analysis, Accounts Payable, Database Design, Business Intelligence, Management, Research, Outlook, Accounts Receivable, Data Warehousing, Tax Preparation, Corporate Tax, SSAE 16, SOX, COSO, Regulatory Compliance, SOC Reports, Sarbanes-Oxley Act
Education
University of Nevada-Reno 2012 — 2013
Master's Degree, Accounting
University of Nevada-Reno 2012 — 2013
Master's Degree, Information Systems
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science, Accounting
Brigham Young University 2006 — 2006
BS, Accounting
Deloitte September 2014 - Present
Moss Adams LLP January 2014 - September 2014
Gradient Resources, Inc January 2012 - November 2013
Southwest Gas Corporation September 2011 - December 2011
TaxHawk, Inc November 2010 - April 2011
WorldDoc September 2010 - December 2010
Skills
Accounting, Leadership, Microsoft Excel, Microsoft Office, Customer Service, Auditing, Analysis, Databases, Microsoft Word, SQL, PowerPoint, Financial Analysis, Accounts Payable, Database Design, Business Intelligence, Management, Research, Outlook, Accounts Receivable, Data Warehousing, Tax Preparation, Corporate Tax, SSAE 16, SOX, COSO, Regulatory Compliance, SOC Reports, Sarbanes-Oxley Act
Education
University of Nevada-Reno 2012 — 2013
Master's Degree, Accounting
University of Nevada-Reno 2012 — 2013
Master's Degree, Information Systems
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science, Accounting
Brigham Young University 2006 — 2006
BS, Accounting
Norman Huang Norman Huang's Moss Adams LLP Experience July 2015 - Present
Job Tax Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2015 - Present
Becker Professional Education June 2014 - June 2015
Pankow Builders September 2014 - December 2014
Moss Adams LLP June 2014 - August 2014
Internal Revenue Service January 2014 - April 2014
Internal Revenue Service January 2013 - April 2013
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Moss Adams LLP July 2015 - Present
Becker Professional Education June 2014 - June 2015
Pankow Builders September 2014 - December 2014
Moss Adams LLP June 2014 - August 2014
Internal Revenue Service January 2014 - April 2014
Internal Revenue Service January 2013 - April 2013
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Brad Wall Brad Wall's Moss Adams LLP Experience January 2013 - Present
Job Audit Partner at Moss Adams, Silicon Valley Office
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) April 1999 - December 2012
Ireland San Filippo, LLP September 1991 - April 1999
Skills
Defined Contribution, 401(k) Audits, ERISA, Defined Benefit, Auditing, Employee Benefits, Mergers, CPA, ESOP, SEC filings, GAAP, US GAAP, Accounting, Financial Reporting, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
Business Administration, Accounting
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) April 1999 - December 2012
Ireland San Filippo, LLP September 1991 - April 1999
Skills
Defined Contribution, 401(k) Audits, ERISA, Defined Benefit, Auditing, Employee Benefits, Mergers, CPA, ESOP, SEC filings, GAAP, US GAAP, Accounting, Financial Reporting, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
Business Administration, Accounting
Randy Mack Randy Mack's Moss Adams LLP Experience January 2013 - Present
Job Audit Partner at Moss Adams, Silicon Valley Office, Technology Industry and Pension Plans
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams November 1999 - December 2012
PricewaterhouseCoopers 1988 - 1999
Wilhelm Communications and Leonard & Co. 1986 - 1988
Armstrong, Bastow & Potter 1984 - 1986
Price Waterhouse LLP 1972 - 1984
Skills
US GAAP, GAAP, Auditing, Accounting, Financial Statements, Financial Reporting, SEC filings, Revenue Recognition, Sarbanes-Oxley Act, CPA, Start-ups, Venture Capital, Internal Controls, Forecasting, Finance, Financial Analysis, Tax
Education
Brigham Young University 1969 — 1972
BS Accounting, Accounting
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams November 1999 - December 2012
PricewaterhouseCoopers 1988 - 1999
Wilhelm Communications and Leonard & Co. 1986 - 1988
Armstrong, Bastow & Potter 1984 - 1986
Price Waterhouse LLP 1972 - 1984
Skills
US GAAP, GAAP, Auditing, Accounting, Financial Statements, Financial Reporting, SEC filings, Revenue Recognition, Sarbanes-Oxley Act, CPA, Start-ups, Venture Capital, Internal Controls, Forecasting, Finance, Financial Analysis, Tax
Education
Brigham Young University 1969 — 1972
BS Accounting, Accounting
Scott Allred, CPA Scott Allred, CPA's Moss Adams LLP Experience January 2014 - July 2014
Job Entrepreneur, Accountant, MAcc, MBA
Industry Accounting
Experience
Woodgrain Millwork July 2014 - Present
RoboManagers October 2009 - Present
Moss Adams LLP January 2014 - July 2014
Idaho State University August 2013 - December 2013
Woodgrain Millwork May 2011 - August 2012
Madison Memorial Hospital September 2010 - December 2010
GreenSpace Landscaping May 2009 - September 2010
BYU-Idaho January 2008 - July 2009
APX Alarm Security Solutions Inc. May 2008 - August 2008
FEMA September 2004 - October 2004
Skills
Access, Microsoft Excel, Leadership, Accounting, Training, Spreadsheets, Facebook, Social Media, Budgets, Microsoft Office, Microsoft Word, Entrepreneurship, Advertising, Social Media Marketing, Marketing, Outlook, Teamwork, Web Design, Tutoring, Teaching, HTML, PowerPoint, Windows, Customer Service, Wordpress, Excel, Web Site Production, English, Business Analysis, Google Adwords, Team Management, Event Planning, Word, Budgeting, Pivot Tables, CPA, Finance, WordPress, Tax Accounting, SEO, Income Tax, Customer Satisfaction, Market Research, Online Marketing
Education
Idaho State University 2013 — 2013
Master of Business Administration (M.B.A.)
Idaho State University 2012 — 2013
Master's degree, Accounting
Brigham Young University - Idaho 2004 — 2010
Bachelors of Science, Accounting
Woodgrain Millwork July 2014 - Present
RoboManagers October 2009 - Present
Moss Adams LLP January 2014 - July 2014
Idaho State University August 2013 - December 2013
Woodgrain Millwork May 2011 - August 2012
Madison Memorial Hospital September 2010 - December 2010
GreenSpace Landscaping May 2009 - September 2010
BYU-Idaho January 2008 - July 2009
APX Alarm Security Solutions Inc. May 2008 - August 2008
FEMA September 2004 - October 2004
Skills
Access, Microsoft Excel, Leadership, Accounting, Training, Spreadsheets, Facebook, Social Media, Budgets, Microsoft Office, Microsoft Word, Entrepreneurship, Advertising, Social Media Marketing, Marketing, Outlook, Teamwork, Web Design, Tutoring, Teaching, HTML, PowerPoint, Windows, Customer Service, Wordpress, Excel, Web Site Production, English, Business Analysis, Google Adwords, Team Management, Event Planning, Word, Budgeting, Pivot Tables, CPA, Finance, WordPress, Tax Accounting, SEO, Income Tax, Customer Satisfaction, Market Research, Online Marketing
Education
Idaho State University 2013 — 2013
Master of Business Administration (M.B.A.)
Idaho State University 2012 — 2013
Master's degree, Accounting
Brigham Young University - Idaho 2004 — 2010
Bachelors of Science, Accounting
Jason Figgat Jason Figgat's Moss Adams LLP Experience June 2014 - Present
Job Assurance Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2014 - Present
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in January 2013) July 2007 - December 2012
Skills
Auditing, CPA, Management, GAAP, Fixed Assets, Accounting, Internal Audit, Revenue Recognition, Financial Statements, Accounts Payable
Education
Brigham Young University 2002 — 2007
Bachelor of Science, Accounting2007
Moss Adams LLP June 2014 - Present
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in January 2013) July 2007 - December 2012
Skills
Auditing, CPA, Management, GAAP, Fixed Assets, Accounting, Internal Audit, Revenue Recognition, Financial Statements, Accounts Payable
Education
Brigham Young University 2002 — 2007
Bachelor of Science, Accounting2007
Jennifer Beddes's Moss Adams LLP Experience June 2015 - August 2015
Job Staff Accountant at Kamdar & Co
Industry Accounting
Experience
Kamdar & Co August 2015 - Present
Moss Adams LLP June 2015 - August 2015
Kamdar & Co August 2014 - June 2015
BYU Broadcasting September 2013 - October 2014
BYU Broadcsting April 2012 - September 2013
Skills
Accounting, Microsoft Excel, Microsoft Office, Prompt, Creativity, Financial Accounting, Auditing, Bookkeeping, Tax, Financial Reporting, Accounts Payable, Account Reconciliation, Income Tax, Financial Analysis, GAAP, PowerPoint, Public Speaking, Microsoft Word
Education
Brigham Young University 2010 — 2016
Master's degree, Accounting
Kamdar & Co August 2015 - Present
Moss Adams LLP June 2015 - August 2015
Kamdar & Co August 2014 - June 2015
BYU Broadcasting September 2013 - October 2014
BYU Broadcsting April 2012 - September 2013
Skills
Accounting, Microsoft Excel, Microsoft Office, Prompt, Creativity, Financial Accounting, Auditing, Bookkeeping, Tax, Financial Reporting, Accounts Payable, Account Reconciliation, Income Tax, Financial Analysis, GAAP, PowerPoint, Public Speaking, Microsoft Word
Education
Brigham Young University 2010 — 2016
Master's degree, Accounting
Chris Skidmore Chris Skidmore's Moss Adams LLP Experience August 2008 - Present
Job Assurance Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2008 - Present
Merrill Carlson & Co. PLLC August 2006 - August 2008
KPMG Audit August 2004 - August 2006
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters, Accounting
Brigham Young University 1997 — 2003
BA, Accounting
Moss Adams LLP August 2008 - Present
Merrill Carlson & Co. PLLC August 2006 - August 2008
KPMG Audit August 2004 - August 2006
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters, Accounting
Brigham Young University 1997 — 2003
BA, Accounting
Camille Christiansen, CPA, MBA Camille Christiansen, CPA, MBA's Moss Adams LLP Experience January 2001 - Present
Job Business Assurance Senior Manager specializing in Telecommunications
Industry Accounting
Experience
Moss Adams LLP January 2001 - Present
Skills
Auditing, Financial Reporting, CPA, GAAP, Telecommunications, Analysis, Financial Audits, Financial Statements, Internal Controls, US GAAP, Accounting, Financial Accounting, Internal Audit, Account Reconciliation
Education
Idaho State University 2001 — 2002
MBA, Accounting
Utah State University 1999 — 2001
BS, Accounting
Brigham Young University - Idaho 1997 — 1999
AA, Business
Moss Adams LLP January 2001 - Present
Skills
Auditing, Financial Reporting, CPA, GAAP, Telecommunications, Analysis, Financial Audits, Financial Statements, Internal Controls, US GAAP, Accounting, Financial Accounting, Internal Audit, Account Reconciliation
Education
Idaho State University 2001 — 2002
MBA, Accounting
Utah State University 1999 — 2001
BS, Accounting
Brigham Young University - Idaho 1997 — 1999
AA, Business
Jordon M. Williams Jordon M. Williams's Moss Adams LLP Experience January 2014 - December 2014
Job High Net Worth Team
Industry Accounting
Experience
KPMG US January 2015 - Present
Moss Adams LLP January 2014 - December 2014
PwC January 2010 - January 2014
Skills
Tax Research, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Accounting, Income Tax, CPA, Partnership Taxation, Tax Returns, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Masters Taxation, Accounting
Sonoma State University 2006 — 2010
BS, Business - Accounting
KPMG US January 2015 - Present
Moss Adams LLP January 2014 - December 2014
PwC January 2010 - January 2014
Skills
Tax Research, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Accounting, Income Tax, CPA, Partnership Taxation, Tax Returns, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Masters Taxation, Accounting
Sonoma State University 2006 — 2010
BS, Business - Accounting
Eric Anaya Eric Anaya's Moss Adams LLP Experience December 2012 - Present
Job Business Assurance Services at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP December 2012 - Present
Rasa Organics 2011 - 2012
TAZ Winery 2010 - 2010
Meridian Vineyards 2009 - 2009
Education
Santa Clara University 2012 — 2012
Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2011
Wine and Viticulture, Enology
Moss Adams LLP December 2012 - Present
Rasa Organics 2011 - 2012
TAZ Winery 2010 - 2010
Meridian Vineyards 2009 - 2009
Education
Santa Clara University 2012 — 2012
Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2011
Wine and Viticulture, Enology
Isaac Brunson Isaac Brunson's Moss Adams LLP Experience January 2015 - Present
Job Staff Accountant at Moss Adams LLP
Industry Banking
Experience
Moss Adams LLP January 2015 - Present
East Idaho Credit Union 2011 - August 2013
EA Sween 2010 - 2011
Skills
Loans, Credit, Banking, Commercial Banking, Retail Banking
Education
Idaho State University 2011 — 2012
Master's degree, Accounting
Brigham Young University - Idaho 2005 — 2010
Bachelor of Science (BS), Economics
Moss Adams LLP January 2015 - Present
East Idaho Credit Union 2011 - August 2013
EA Sween 2010 - 2011
Skills
Loans, Credit, Banking, Commercial Banking, Retail Banking
Education
Idaho State University 2011 — 2012
Master's degree, Accounting
Brigham Young University - Idaho 2005 — 2010
Bachelor of Science (BS), Economics
Patrice Jackson-Roduner, CPA Patrice Jackson-Roduner, CPA's Moss Adams LLP Experience August 2007 - October 2010
Job Senior Accountant at Bowman & Company
Industry Accounting
Experience
Bowman & Company October 2010 - Present
Moss Adams LLP August 2007 - October 2010
Kemper CPA Group LLP 2005 - 2005
Skills
Auditing, Financial Accounting, Internal Controls, Compliance, Tax Preparation, Financial Statements, Budgets, Nonprofits, GAAP, Risk Assessment, Financial Reporting, Accounting, QuickBooks, General Ledger, Corporate Tax, Income Tax, Tax, Account Reconciliation, US GAAP, Cost Accounting, Accounts Payable, Internal Audit, Cash Flow, Accounts Receivable, Payroll, Tax Accounting, Sarbanes-Oxley Act, Revenue Recognition, Depreciation, Financial Audits, Financial Analysis, Assurance, Journal Entries, Bank Reconciliation, Variance Analysis, CPA, Bookkeeping, Sales Tax, External Audit, Fixed Assets, Consolidation, Tax Returns, Accruals, Audits of Employee...
Education
CSU Stanislaus 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Merced College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Bowman & Company October 2010 - Present
Moss Adams LLP August 2007 - October 2010
Kemper CPA Group LLP 2005 - 2005
Skills
Auditing, Financial Accounting, Internal Controls, Compliance, Tax Preparation, Financial Statements, Budgets, Nonprofits, GAAP, Risk Assessment, Financial Reporting, Accounting, QuickBooks, General Ledger, Corporate Tax, Income Tax, Tax, Account Reconciliation, US GAAP, Cost Accounting, Accounts Payable, Internal Audit, Cash Flow, Accounts Receivable, Payroll, Tax Accounting, Sarbanes-Oxley Act, Revenue Recognition, Depreciation, Financial Audits, Financial Analysis, Assurance, Journal Entries, Bank Reconciliation, Variance Analysis, CPA, Bookkeeping, Sales Tax, External Audit, Fixed Assets, Consolidation, Tax Returns, Accruals, Audits of Employee...
Education
CSU Stanislaus 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Merced College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Jeff Osborn, E.I.T. Jeff Osborn, E.I.T.'s Moss Adams LLP Experience May 2013 - Present
Job Senior Research & Development Tax Credit Consultant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2013 - Present
Moss Adams LLP April 2011 - July 2014
Premier West Contractors, Inc. November 2010 - March 2011
California State Polytechnic University, Pomona December 2007 - June 2010
Los Angeles County Sanitation Districts June 2006 - May 2007
iba Design Group, Inc June 2003 - September 2003
Skills
AutoCAD, Microstation, ArcGIS, GIS, SketchUp, Cost Segregation, Bluebeam, Proposal Writing, Tutoring, Surveying, Microsoft Office, Construction, Microsoft Excel, Analysis, Civil Engineering, Research & Development..., Fixed Asset Management, MicroStation, Project Management, Accounting, PowerPoint
Education
California State Polytechnic University-Pomona 2005 — 2010
Bachelor of Science, Civil Engineering
California State Polytechnic University-Pomona 2005 — 2010
Minor, Geographical Information Systems (GIS)
Moss Adams LLP May 2013 - Present
Moss Adams LLP April 2011 - July 2014
Premier West Contractors, Inc. November 2010 - March 2011
California State Polytechnic University, Pomona December 2007 - June 2010
Los Angeles County Sanitation Districts June 2006 - May 2007
iba Design Group, Inc June 2003 - September 2003
Skills
AutoCAD, Microstation, ArcGIS, GIS, SketchUp, Cost Segregation, Bluebeam, Proposal Writing, Tutoring, Surveying, Microsoft Office, Construction, Microsoft Excel, Analysis, Civil Engineering, Research & Development..., Fixed Asset Management, MicroStation, Project Management, Accounting, PowerPoint
Education
California State Polytechnic University-Pomona 2005 — 2010
Bachelor of Science, Civil Engineering
California State Polytechnic University-Pomona 2005 — 2010
Minor, Geographical Information Systems (GIS)
Travis W. Richardson, CPA Travis W. Richardson, CPA's Moss Adams LLP Experience January 2004 - April 2006
Job Member Manager at Shields Tax & CPA, PLLC
Industry Accounting
Experience
Shields Tax & CPA, PLLC December 2008 - Present
Nautilus 2006 - 2009
Moss Adams LLP January 2004 - April 2006
Skills
Tax Preparation, Small Business, Accounting, Tax, Auditing, Financial Reporting, GAAP, General Ledger, Financial Accounting, QuickBooks, SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Accounts Receivable, Corporate Tax, Income Tax, Tax Returns, Accounts Payable, CPA, Payroll, Tax Accounting, Budgets, Microsoft Excel, Financial Statements, Bookkeeping, Tax Research, Consolidation, Account Reconciliation
Education
Brigham Young University 2001 — 2003
Bachelor of Science, Accounting
Ricks College 2000 — 2001
Associate, Accounting
Shields Tax & CPA, PLLC December 2008 - Present
Nautilus 2006 - 2009
Moss Adams LLP January 2004 - April 2006
Skills
Tax Preparation, Small Business, Accounting, Tax, Auditing, Financial Reporting, GAAP, General Ledger, Financial Accounting, QuickBooks, SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Accounts Receivable, Corporate Tax, Income Tax, Tax Returns, Accounts Payable, CPA, Payroll, Tax Accounting, Budgets, Microsoft Excel, Financial Statements, Bookkeeping, Tax Research, Consolidation, Account Reconciliation
Education
Brigham Young University 2001 — 2003
Bachelor of Science, Accounting
Ricks College 2000 — 2001
Associate, Accounting
Brian Rubio Brian Rubio's Moss Adams LLP Experience May 2015 - Present
Job Tax Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2015 - Present
Brigham Young University April 2014 - March 2015
Moss Adams LLP January 2014 - April 2014
Brigham Young University January 2013 - January 2014
Brigham Young University October 2011 - August 2013
Brigham Young University August 2011 - October 2011
Learning RX October 2009 - May 2011
Work World December 2008 - February 2010
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Work World August 2003 - September 2006
Skills
Spanish, Customer Service, Cashiering, PowerPoint, Microsoft Word, Microsoft Excel
Education
Brigham Young University 2011 — 2015
Master's degree, Accounting
California State University-Fresno 2011 — 2011
Moss Adams LLP May 2015 - Present
Brigham Young University April 2014 - March 2015
Moss Adams LLP January 2014 - April 2014
Brigham Young University January 2013 - January 2014
Brigham Young University October 2011 - August 2013
Brigham Young University August 2011 - October 2011
Learning RX October 2009 - May 2011
Work World December 2008 - February 2010
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Work World August 2003 - September 2006
Skills
Spanish, Customer Service, Cashiering, PowerPoint, Microsoft Word, Microsoft Excel
Education
Brigham Young University 2011 — 2015
Master's degree, Accounting
California State University-Fresno 2011 — 2011
Halali'i KN Ling Halali'i KN Ling's Moss Adams LLP Experience January 2015 - Present
Job Tax Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
Moss Adams LLP January 2014 - April 2014
BYU-Idaho April 2013 - December 2013
BYU-Idaho January 2012 - December 2013
BYU Idaho- University Village April 2012 - April 2013
Smart Cents Auto-Sales July 2012 - September 2012
BYU-Idaho January 2012 - June 2012
Artco September 2011 - December 2011
Klothes Rush April 2010 - September 2011
Skills
Leadership, Accounting, Customer Service, Microsoft Excel, Microsoft Word, QuickBooks, Spanish, Internal Audit, Information System Audit, Management, Teamwork, Time Management, Microsoft Office, Teaching, Financial Accounting, Financial Reporting, Auditing, Public Speaking, Analysis, PowerPoint, Access, Tax Preparation, VBA
Education
Brigham Young University - Idaho 2009 — 2014
Bachelor of Science (B.S.), Accounting
Moss Adams LLP January 2015 - Present
Moss Adams LLP January 2014 - April 2014
BYU-Idaho April 2013 - December 2013
BYU-Idaho January 2012 - December 2013
BYU Idaho- University Village April 2012 - April 2013
Smart Cents Auto-Sales July 2012 - September 2012
BYU-Idaho January 2012 - June 2012
Artco September 2011 - December 2011
Klothes Rush April 2010 - September 2011
Skills
Leadership, Accounting, Customer Service, Microsoft Excel, Microsoft Word, QuickBooks, Spanish, Internal Audit, Information System Audit, Management, Teamwork, Time Management, Microsoft Office, Teaching, Financial Accounting, Financial Reporting, Auditing, Public Speaking, Analysis, PowerPoint, Access, Tax Preparation, VBA
Education
Brigham Young University - Idaho 2009 — 2014
Bachelor of Science (B.S.), Accounting
Travis Dyer Travis Dyer's Moss Adams LLP Experience June 2011 - August 2011
Job PhD Student at the University of North Carolina at Chapel Hill
Industry Higher Education
Experience
Brigham Young University November 2011 - July 2013
Brigham Young University January 2013 - April 2013
Brigham Young University September 2009 - December 2011
Moss Adams LLP June 2011 - August 2011
US Bank 2005 - 2007
Skills
PeopleSoft, SAS, Stata, VBA, Econometrics, Financial Accounting, Capital Markets, Accounting, Microsoft Word, Financial Modeling, PowerPoint, Economics, Data Analysis, Analysis, Microsoft Excel, Research, Financial Analysis, Statistics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2018
Doctor of Philosophy (PhD), Accounting
Brigham Young University 2006 — 2013
Masters of Accounting, Accounting
Brigham Young University November 2011 - July 2013
Brigham Young University January 2013 - April 2013
Brigham Young University September 2009 - December 2011
Moss Adams LLP June 2011 - August 2011
US Bank 2005 - 2007
Skills
PeopleSoft, SAS, Stata, VBA, Econometrics, Financial Accounting, Capital Markets, Accounting, Microsoft Word, Financial Modeling, PowerPoint, Economics, Data Analysis, Analysis, Microsoft Excel, Research, Financial Analysis, Statistics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2018
Doctor of Philosophy (PhD), Accounting
Brigham Young University 2006 — 2013
Masters of Accounting, Accounting
Eric Rohner Eric Rohner's Moss Adams LLP Experience Firm DirectorDeloitte & Touche1990 - 2006
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP Firm DirectorDeloitte & Touche1990 - 2006
Deloitte Tax LLP 1990 - 2006
Education
Brigham Young University
MACC-Tax, Accounting, Tax
Moss Adams LLP Firm DirectorDeloitte & Touche1990 - 2006
Deloitte Tax LLP 1990 - 2006
Education
Brigham Young University
MACC-Tax, Accounting, Tax
Jon Hale Jon Hale's Moss Adams LLP Experience November 2011 - August 2012
Job SVP Global Sales at G2 Web Services
Industry Computer Software
Experience
G2 Web Services June 2015 - Present
Attachmate - Novell August 2012 - Present
Moss Adams LLP November 2011 - August 2012
PwC July 2007 - October 2011
PricewaterhouseCoopers 2004 - 2007
PricewaterhouseCoopers 2000 - 2004
WRQ 1999 - 2000
ADP 1995 - 1999
Skills
Solution Selling, Business Development, Management, CRM, Enterprise Software, Sales Management, Selling, Leadership, Forecasting, Cloud Computing, Professional Services, Marketing Strategy, Strategy, Sales, Sales Operations, Strategic Leadership, SaaS, Basketball, Team Leadership, Cross-functional Team..., Strategic Partnerships, Leadership Development
Education
Briar Cliff University 1981 — 1983
BA, Business Administration
G2 Web Services June 2015 - Present
Attachmate - Novell August 2012 - Present
Moss Adams LLP November 2011 - August 2012
PwC July 2007 - October 2011
PricewaterhouseCoopers 2004 - 2007
PricewaterhouseCoopers 2000 - 2004
WRQ 1999 - 2000
ADP 1995 - 1999
Skills
Solution Selling, Business Development, Management, CRM, Enterprise Software, Sales Management, Selling, Leadership, Forecasting, Cloud Computing, Professional Services, Marketing Strategy, Strategy, Sales, Sales Operations, Strategic Leadership, SaaS, Basketball, Team Leadership, Cross-functional Team..., Strategic Partnerships, Leadership Development
Education
Briar Cliff University 1981 — 1983
BA, Business Administration
Jason Dickey Jason Dickey's Moss Adams LLP Experience February 2005 - November 2007
Job Controller at SKLZ
Industry Sporting Goods
Experience
SKLZ February 2014 - Present
IQinVision February 2008 - February 2014
Shaun White Enterprises March 2008 - May 2010
Moss Adams LLP February 2005 - November 2007
Skills
Accounting, Financial Accounting, Financial Audits, Auditing, Internal Controls, Inventory Control, Account Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Finance, Inventory Analysis, Inventory Valuation, Inventory Management, Annual Reports, Internal Audit, External Audit, Manufacturing, Lean Manufacturing, Network Security, Business Process..., Business Analysis, Analytics, Great Plains Software, FRx Report Writer, Microsoft Excel, QuickBooks, CPA
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (M.B.A.)
Cal Poly San Luis Obispo 2000 — 2004
Bachelor of Science, Business Administration (Accounting and Finance)
SKLZ February 2014 - Present
IQinVision February 2008 - February 2014
Shaun White Enterprises March 2008 - May 2010
Moss Adams LLP February 2005 - November 2007
Skills
Accounting, Financial Accounting, Financial Audits, Auditing, Internal Controls, Inventory Control, Account Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Finance, Inventory Analysis, Inventory Valuation, Inventory Management, Annual Reports, Internal Audit, External Audit, Manufacturing, Lean Manufacturing, Network Security, Business Process..., Business Analysis, Analytics, Great Plains Software, FRx Report Writer, Microsoft Excel, QuickBooks, CPA
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (M.B.A.)
Cal Poly San Luis Obispo 2000 — 2004
Bachelor of Science, Business Administration (Accounting and Finance)
Peter Bracken Peter Bracken's Moss Adams LLP Experience August 2014 - Present
Job Tax Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2014 - Present
Cal State San Marcos February 2013 - December 2013
Costco Wholesale July 2008 - April 2009
Skills
Microsoft Excel, Microsoft Office 2007, Accounting, Financial Accounting, Tax, PowerPoint, Corporate Tax
Education
California State University San Marcos 2008 — 2013
Moss Adams LLP August 2014 - Present
Cal State San Marcos February 2013 - December 2013
Costco Wholesale July 2008 - April 2009
Skills
Microsoft Excel, Microsoft Office 2007, Accounting, Financial Accounting, Tax, PowerPoint, Corporate Tax
Education
California State University San Marcos 2008 — 2013
Louisa Diodato's Moss Adams LLP Experience October 2013 - Present
Job Copywriter at Moss Adams LLP
Industry Writing and Editing
Experience
Moss Adams LLP October 2013 - Present
DSW September 2011 - July 2013
The University of Wisconsin-Madison August 2009 - May 2011
Bucknell University May 2008 - May 2009
Skills
Creative Writing, Chicago Manual of Style, Copy Editing, Copywriting, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Dreamweaver, Excel, Filemaker Pro, Editorial
Education
University of Wisconsin-Madison 2009 — 2011
Master of Fine Arts (MFA), Creative Writing
Bucknell University 2005 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Moss Adams LLP October 2013 - Present
DSW September 2011 - July 2013
The University of Wisconsin-Madison August 2009 - May 2011
Bucknell University May 2008 - May 2009
Skills
Creative Writing, Chicago Manual of Style, Copy Editing, Copywriting, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Dreamweaver, Excel, Filemaker Pro, Editorial
Education
University of Wisconsin-Madison 2009 — 2011
Master of Fine Arts (MFA), Creative Writing
Bucknell University 2005 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Chris Cottrell, CPA, PFS, CFP® Chris Cottrell, CPA, PFS, CFP®'s Moss Adams LLP Experience February 2010 - August 2013
Job Owner/Principal at Weston & Tuttle LLP
Industry Accounting
Experience
Weston & Tuttle LLP August 2013 - Present
Moss Adams LLP February 2010 - August 2013
Gallina LLP October 2007 - January 2010
PricewaterhouseCoopers 2000 - 2007
Skills
Individual Taxation, Estate Planning, Personal Financial..., Tax Research, CPA, Income Tax, Strategic Financial..., Tax, Tax Preparation, Tax Accounting, Tax Returns, Tax Advisory, Financial Analysis, Corporate Tax, Financial Planners, International Tax, High Net Worth..., Accounting, Partnership Taxation, Trusts
Education
Brigham Young University 1993 — 2000
MAcc, BS, Accounting
Weston & Tuttle LLP August 2013 - Present
Moss Adams LLP February 2010 - August 2013
Gallina LLP October 2007 - January 2010
PricewaterhouseCoopers 2000 - 2007
Skills
Individual Taxation, Estate Planning, Personal Financial..., Tax Research, CPA, Income Tax, Strategic Financial..., Tax, Tax Preparation, Tax Accounting, Tax Returns, Tax Advisory, Financial Analysis, Corporate Tax, Financial Planners, International Tax, High Net Worth..., Accounting, Partnership Taxation, Trusts
Education
Brigham Young University 1993 — 2000
MAcc, BS, Accounting
Eric Proctor Eric Proctor's Moss Adams LLP Experience June 2014 - August 2014
Job Tax Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2014 - August 2014
Sprint June 2013 - June 2014
Skills
Wireless, Sales Operations, Telecommunications, Direct Sales, Public Speaking, Accounting, Customer Satisfaction, Financial Analysis, Leadership, Time Management, Research, Microsoft Word
Education
Brigham Young University 2012 — 2014
Bachelor's Degree, Accounting
Moss Adams LLP June 2014 - August 2014
Sprint June 2013 - June 2014
Skills
Wireless, Sales Operations, Telecommunications, Direct Sales, Public Speaking, Accounting, Customer Satisfaction, Financial Analysis, Leadership, Time Management, Research, Microsoft Word
Education
Brigham Young University 2012 — 2014
Bachelor's Degree, Accounting
Louis Machado, CPA Louis Machado, CPA's Moss Adams LLP Experience July 2000 - September 2004
Job CPA at Iacopi, Lenz & Company
Industry Accounting
Experience
Iacopi, Lenz & Company October 2004 - Present
Moss Adams LLP July 2000 - September 2004
Skills
Tax Preparation, Partnership Taxation, Tax, GAAP, Accounting, Forensic Accounting, Personal Tax Planning, CPA, Income Tax, QuickBooks, Financial Reporting, Tax Returns, Tax Research, Corporate Tax, Financial Statements, Financial Analysis, Financial Accounting
Education
California State University-Stanislaus 1996 — 2000
2000, Accounting
Iacopi, Lenz & Company October 2004 - Present
Moss Adams LLP July 2000 - September 2004
Skills
Tax Preparation, Partnership Taxation, Tax, GAAP, Accounting, Forensic Accounting, Personal Tax Planning, CPA, Income Tax, QuickBooks, Financial Reporting, Tax Returns, Tax Research, Corporate Tax, Financial Statements, Financial Analysis, Financial Accounting
Education
California State University-Stanislaus 1996 — 2000
2000, Accounting
Nicole Hake, CPA Nicole Hake, CPA's Moss Adams LLP Experience July 2013 - June 2015
Job Recruiting Manager at Sayva Solutions
Industry Accounting
Experience
Sayva Solutions June 2015 - Present
Moss Adams LLP July 2013 - June 2015
Moss Adams LLP October 2010 - June 2013
Crimson/Avanti Boutique June 2009 - September 2010
Roy and O'Connor January 2010 - April 2010
Deloitte June 2008 - August 2008
Skills
GAAP, CPA, Income Tax, 382 Analysis, Tax Provisions, Accounting, Tax Preparation, Financial Accounting, Transaction Cost..., Corporate Tax Planning, R&D credit, Prosystems, Lacerte, BNA, QuickBooks, Tax, Finance, US GAAP, ProSystem fx Tax, Tax Research, Business Networking, Awesomeness, Passive Candidate..., Key Account Management, Candidate Assessment, Employee Relations, Account Management, Recruiting, Financial Recruiting, Passive Candidate..., B2B
Education
California Polytechnic State University-San Luis Obispo 2009 — 2010
MST, Accounting - Tax
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Business Administration
Sayva Solutions June 2015 - Present
Moss Adams LLP July 2013 - June 2015
Moss Adams LLP October 2010 - June 2013
Crimson/Avanti Boutique June 2009 - September 2010
Roy and O'Connor January 2010 - April 2010
Deloitte June 2008 - August 2008
Skills
GAAP, CPA, Income Tax, 382 Analysis, Tax Provisions, Accounting, Tax Preparation, Financial Accounting, Transaction Cost..., Corporate Tax Planning, R&D credit, Prosystems, Lacerte, BNA, QuickBooks, Tax, Finance, US GAAP, ProSystem fx Tax, Tax Research, Business Networking, Awesomeness, Passive Candidate..., Key Account Management, Candidate Assessment, Employee Relations, Account Management, Recruiting, Financial Recruiting, Passive Candidate..., B2B
Education
California Polytechnic State University-San Luis Obispo 2009 — 2010
MST, Accounting - Tax
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Business Administration
Jela Paras's Moss Adams LLP Experience March 2011 - April 2012
Job Accountant
Industry Accounting
Experience
Catholic Management Services November 2012 - Present
United States Air Force July 2012 - Present
GreenBiz Group August 2012 - November 2012
Moss Adams LLP March 2011 - April 2012
Starbucks June 2010 - March 2011
Skills
Accounting, Payroll, GAAP, Bookkeeping, Forecasting, Accounts Payable, QuickBooks, Account Reconciliation, PowerPoint, Microsoft Office, Microsoft Excel, Accounts Receivable, Microsoft Word, Journal Entries, Invoicing, Management, Customer Service, Tax
Education
CSU Stanislaus 2007 — 2010
Business Administration, Accounting and Marketing
San Joaquin Delta College 2005 — 2007
Associate in Science, Business Administration
Catholic Management Services November 2012 - Present
United States Air Force July 2012 - Present
GreenBiz Group August 2012 - November 2012
Moss Adams LLP March 2011 - April 2012
Starbucks June 2010 - March 2011
Skills
Accounting, Payroll, GAAP, Bookkeeping, Forecasting, Accounts Payable, QuickBooks, Account Reconciliation, PowerPoint, Microsoft Office, Microsoft Excel, Accounts Receivable, Microsoft Word, Journal Entries, Invoicing, Management, Customer Service, Tax
Education
CSU Stanislaus 2007 — 2010
Business Administration, Accounting and Marketing
San Joaquin Delta College 2005 — 2007
Associate in Science, Business Administration
Joua Lo's Moss Adams LLP Experience July 2007 - Present
Job Tax Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2007 - Present
Education
California State University Stanislaus 2005 — 2007
BS
Moss Adams LLP July 2007 - Present
Education
California State University Stanislaus 2005 — 2007
BS
Jon Godfrey, CPA Jon Godfrey, CPA's Moss Adams LLP Experience January 2013 - Present
Job Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Oak Valley Community Bank September 2009 - December 2012
California State University, Sacramento August 2007 - August 2009
Education
California State University-Sacramento
Master of Business Administration (MBA), Finance
California State University-Stanislaus
Bachelor of Science (B.S.), Accounting and Finance
Moss Adams LLP January 2013 - Present
Oak Valley Community Bank September 2009 - December 2012
California State University, Sacramento August 2007 - August 2009
Education
California State University-Sacramento
Master of Business Administration (MBA), Finance
California State University-Stanislaus
Bachelor of Science (B.S.), Accounting and Finance
Alvin Ding Alvin Ding's Moss Adams LLP Experience June 2015 - August 2015
Job Graduate Student at Cal Poly, San Luis Obispo
Industry Accounting
Experience
Moss Adams LLP June 2015 - August 2015
Moss Adams LLP June 2014 - August 2014
Berkeley Academy September 2010 - May 2011
Skills
Microsoft Office, QuickBooks, Minitab, Accounting
Education
California Polytechnic State University-San Luis Obispo 2015 — 2016
Master of Science (M.S.) Accounting - Taxation
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Science (BS), Business Administration - Accounting
Moss Adams LLP June 2015 - August 2015
Moss Adams LLP June 2014 - August 2014
Berkeley Academy September 2010 - May 2011
Skills
Microsoft Office, QuickBooks, Minitab, Accounting
Education
California Polytechnic State University-San Luis Obispo 2015 — 2016
Master of Science (M.S.) Accounting - Taxation
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Science (BS), Business Administration - Accounting
Christian Korsnack Christian Korsnack's Moss Adams LLP Experience February 2007 - Present
Job Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP February 2007 - Present
HCR ManorCare June 2004 - January 2007
Smith Barney January 2004 - May 2004
Skills
Revenue Recognition, SEC, Financial Reporting, Financial Analysis, 10K/10Q, Software, Lease Accounting
Education
Bowling Green State University 2002 — 2006
B.S., Accounting and Finance
Bowling Green High School
Moss Adams LLP February 2007 - Present
HCR ManorCare June 2004 - January 2007
Smith Barney January 2004 - May 2004
Skills
Revenue Recognition, SEC, Financial Reporting, Financial Analysis, 10K/10Q, Software, Lease Accounting
Education
Bowling Green State University 2002 — 2006
B.S., Accounting and Finance
Bowling Green High School
Cameron M. Williams, CPA MAcc Cameron M. Williams, CPA MAcc's Moss Adams LLP Experience July 2009 - Present
Job Tax Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2009 - Present
Burnett + Company LLP June 2008 - July 2009
Novogradac & Company LLP July 1999 - July 2004
Skills
Partnership Taxation, Real Estate, Auditing, Tax Research, Tax, Real Estate Transactions, CPA, Financial Reporting, Tax Accounting, Corporate Tax, Accounting, Income Tax, GAAP
Education
Brigham Young University 1991 — 1999
B.S./Macc, Accounting - Professional Stem
Moss Adams LLP July 2009 - Present
Burnett + Company LLP June 2008 - July 2009
Novogradac & Company LLP July 1999 - July 2004
Skills
Partnership Taxation, Real Estate, Auditing, Tax Research, Tax, Real Estate Transactions, CPA, Financial Reporting, Tax Accounting, Corporate Tax, Accounting, Income Tax, GAAP
Education
Brigham Young University 1991 — 1999
B.S./Macc, Accounting - Professional Stem
Carolyn Hojaboom, CPA, MNPL Carolyn Hojaboom, CPA, MNPL's Moss Adams LLP Experience January 1988 - June 2009
Job Senior Consultant at Ash Consulting LLC
Industry Accounting
Experience
Ash Consulting LLC 2014 - Present
Jacobson Jarvis & Co., PLLC May 2009 - June 2014
Moss Adams LLP January 1988 - June 2009
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Non-profits, Financial Accounting, CPA, Auditing, Nonprofits, QuickBooks, General Ledger, Financial Analysis, Leadership, Tax, Fixed Assets, SEC filings, Tax Preparation, US GAAP, Financial Statements, Corporate Tax, Tax Returns, Tax Research, Assurance, Sarbanes-Oxley Act, Sarbanes-Oxley, Income Tax, Revenue Recognition, Account Reconciliation, External Audit, Accounts Payable, Fund Accounting, Business Valuation, Cash Flow, Cost Accounting, Consolidation, Managerial Finance, Internal Audit, Mergers & Acquisitions
Education
Seattle University 1999 — 2000
Masters in Not-for-Profit Leadership, Not-for-Profit Leadership
California State Polytechnic University-Pomona 1986 — 1988
BS, Business/Accounting
Ash Consulting LLC 2014 - Present
Jacobson Jarvis & Co., PLLC May 2009 - June 2014
Moss Adams LLP January 1988 - June 2009
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Non-profits, Financial Accounting, CPA, Auditing, Nonprofits, QuickBooks, General Ledger, Financial Analysis, Leadership, Tax, Fixed Assets, SEC filings, Tax Preparation, US GAAP, Financial Statements, Corporate Tax, Tax Returns, Tax Research, Assurance, Sarbanes-Oxley Act, Sarbanes-Oxley, Income Tax, Revenue Recognition, Account Reconciliation, External Audit, Accounts Payable, Fund Accounting, Business Valuation, Cash Flow, Cost Accounting, Consolidation, Managerial Finance, Internal Audit, Mergers & Acquisitions
Education
Seattle University 1999 — 2000
Masters in Not-for-Profit Leadership, Not-for-Profit Leadership
California State Polytechnic University-Pomona 1986 — 1988
BS, Business/Accounting
Megan Gurley Megan Gurley's Moss Adams LLP Experience July 2014 - Present
Job Tax Admin at Moss Adams
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Proofpoint May 2013 - January 2014
Fredrick's Tax Service January 2012 - May 2013
BlueKai September 2011 - January 2012
Adaptive Planning January 2011 - June 2011
SumTotal Systems November 2009 - January 2011
Accountants International September 2009 - November 2009
Skills
Salesforce.com, Outlook, Marketing, Process Improvement, Management, CRM, Recruiting, Business Analysis, SaaS, Integration, QuickBooks, Analysis, Human Resources, Accounting, Microsoft Excel, Accounts Receivable, Accounts Payable, Account Reconciliation, Cloud Computing, Payroll, Time Management, Visio, Financial Reporting, Mergers, Finance
Education
San Jose State University 2001 — 2005
Bachelor of Science, Business Administration; Finance
California Polytechnic State University-San Luis Obispo
Pre-Vet
Moss Adams LLP July 2014 - Present
Proofpoint May 2013 - January 2014
Fredrick's Tax Service January 2012 - May 2013
BlueKai September 2011 - January 2012
Adaptive Planning January 2011 - June 2011
SumTotal Systems November 2009 - January 2011
Accountants International September 2009 - November 2009
Skills
Salesforce.com, Outlook, Marketing, Process Improvement, Management, CRM, Recruiting, Business Analysis, SaaS, Integration, QuickBooks, Analysis, Human Resources, Accounting, Microsoft Excel, Accounts Receivable, Accounts Payable, Account Reconciliation, Cloud Computing, Payroll, Time Management, Visio, Financial Reporting, Mergers, Finance
Education
San Jose State University 2001 — 2005
Bachelor of Science, Business Administration; Finance
California Polytechnic State University-San Luis Obispo
Pre-Vet
Addison Webster Addison Webster's Moss Adams LLP Experience January 1993 - April 1995
Job C.P.A.
Industry Accounting
Experience
Hoj Engineering and Sales February 2015 - May 2015
BlueLine Rental February 2014 - February 2015
VOLVO Rents 2011 - February 2014
The Fruit Company February 2010 - September 2010
The Fruit Company February 2002 - January 2010
Roy Webster Orchards March 1995 - January 2010
Moss Adams LLP January 1993 - April 1995
Moss Adams, LLP January 1993 - February 1995
Education
Brigham Young University 1986 — 2002
Hoj Engineering and Sales February 2015 - May 2015
BlueLine Rental February 2014 - February 2015
VOLVO Rents 2011 - February 2014
The Fruit Company February 2010 - September 2010
The Fruit Company February 2002 - January 2010
Roy Webster Orchards March 1995 - January 2010
Moss Adams LLP January 1993 - April 1995
Moss Adams, LLP January 1993 - February 1995
Education
Brigham Young University 1986 — 2002
Donald Westenhaver, Jr. Donald Westenhaver, Jr.'s Moss Adams LLP Experience 1999 - 2004
Job Partner, Martin Werbelow LLP
Industry Accounting
Experience
Martin Werbelow LLP, Accountants and Consultants 2004 - Present
Moss Adams LLP 1999 - 2004
Skills
Tax Compliance, Tax Returns, Financial Accounting, Financial Reporting, Small Business, Tax Audits, Multi-state tax returns, CPA, Auditing, Tax Preparation, Financial Analysis, Budgets, Tax, Tax Research, Accounting, Internal Controls, Account Reconciliation, QuickBooks, GAAP, Income Tax, Assurance, Internal Audit, General Ledger
Education
University of Southern California - Marshall School of Business 1994 — 1995
MBT, Taxation
California State Polytechnic University-Pomona 1983 — 1986
Bachelor of Science (BS), Accounting
Martin Werbelow LLP, Accountants and Consultants 2004 - Present
Moss Adams LLP 1999 - 2004
Skills
Tax Compliance, Tax Returns, Financial Accounting, Financial Reporting, Small Business, Tax Audits, Multi-state tax returns, CPA, Auditing, Tax Preparation, Financial Analysis, Budgets, Tax, Tax Research, Accounting, Internal Controls, Account Reconciliation, QuickBooks, GAAP, Income Tax, Assurance, Internal Audit, General Ledger
Education
University of Southern California - Marshall School of Business 1994 — 1995
MBT, Taxation
California State Polytechnic University-Pomona 1983 — 1986
Bachelor of Science (BS), Accounting
Wendy Sevilla Wendy Sevilla's Moss Adams LLP Experience June 2003 - June 2004
Job Controller at Distribution Systems International, Inc.
Industry Accounting
Experience
Distribution Systems International, Inc. June 2004 - Present
Concordia University Irvine August 2005 - December 2005
Moss Adams LLP June 2003 - June 2004
University of Idaho August 2002 - May 2003
Skills
Accounting, University Teaching, Budgets, Negotiation, Microsoft Excel, Outlook, Public Speaking, Strategic Planning
Education
University of Idaho 2001 — 2003
Master of Accountancy
California State University-Fullerton 1995 — 1998
Bachelor of Sociology
California State University San Marcos 1993 — 1995
Distribution Systems International, Inc. June 2004 - Present
Concordia University Irvine August 2005 - December 2005
Moss Adams LLP June 2003 - June 2004
University of Idaho August 2002 - May 2003
Skills
Accounting, University Teaching, Budgets, Negotiation, Microsoft Excel, Outlook, Public Speaking, Strategic Planning
Education
University of Idaho 2001 — 2003
Master of Accountancy
California State University-Fullerton 1995 — 1998
Bachelor of Sociology
California State University San Marcos 1993 — 1995
Michelle Effenberger Michelle Effenberger's Moss Adams LLP Experience August 2013 - October 2013
Job Staff Accountant at Littleton Wennes CPAs
Industry Accounting
Experience
Littleton Wennes CPAs July 2014 - Present
CVS Health 2011 - November 2014
Moss Adams LLP August 2013 - October 2013
North County Lifeline, VITA program 2012 - 2013
CVS Caremark Corporation 2008 - 2011
Longs Drugs 2006 - 2008
Skills
Accounting, Data Entry, Accounts Payable, Accounts Receivable, Microsoft Word, Access, Bookkeeping, PowerPoint, General Ledger, Income Tax, Teamwork, Tax, 10 Key, Customer Service, Telephone Skills
Education
California State University-San Marcos 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Palomar College 2008 — 2011
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Littleton Wennes CPAs July 2014 - Present
CVS Health 2011 - November 2014
Moss Adams LLP August 2013 - October 2013
North County Lifeline, VITA program 2012 - 2013
CVS Caremark Corporation 2008 - 2011
Longs Drugs 2006 - 2008
Skills
Accounting, Data Entry, Accounts Payable, Accounts Receivable, Microsoft Word, Access, Bookkeeping, PowerPoint, General Ledger, Income Tax, Teamwork, Tax, 10 Key, Customer Service, Telephone Skills
Education
California State University-San Marcos 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Palomar College 2008 — 2011
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Jeremy Averett Jeremy Averett's Moss Adams LLP Experience January 2007 - July 2012
Job Senior Financial Analyst at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard June 2014 - Present
Hewlett-Packard May 2013 - June 2014
Brigham Young University August 2012 - April 2014
Moss Adams LLP January 2007 - July 2012
Ancestry.com August 2003 - November 2006
Skills
GAAP, Tax, Finance, Financial Reporting, Corporate Tax, Financial Analysis, Accounting, US GAAP, Revenue Recognition, Due Diligence, Financial Accounting, SEC filings, Microsoft Excel, Financial Modeling, Analysis, Financial Statements, Management
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Finance
Brigham Young University 2003 — 2006
BS, Accountancy
Hewlett-Packard June 2014 - Present
Hewlett-Packard May 2013 - June 2014
Brigham Young University August 2012 - April 2014
Moss Adams LLP January 2007 - July 2012
Ancestry.com August 2003 - November 2006
Skills
GAAP, Tax, Finance, Financial Reporting, Corporate Tax, Financial Analysis, Accounting, US GAAP, Revenue Recognition, Due Diligence, Financial Accounting, SEC filings, Microsoft Excel, Financial Modeling, Analysis, Financial Statements, Management
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Finance
Brigham Young University 2003 — 2006
BS, Accountancy
Rhonda Powell Rhonda Powell's Moss Adams LLP Experience April 2013 - Present
Job Firm Director of Tax at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP April 2013 - Present
Moss Adams LLP 2007 - Present
Moss Adams LLP 2005 - 2007
Ernst & Young 1989 - 2005
Skills
Tax Research, Tax, Income Tax, Corporate Tax, Accounting, Sarbanes-Oxley, Tax Accounting, CPA, SEC filings, GAAP, Tax Preparation, Partnership Taxation
Education
Brigham Young University 1983 — 1988
Master's degree, Accounting
Moss Adams LLP April 2013 - Present
Moss Adams LLP 2007 - Present
Moss Adams LLP 2005 - 2007
Ernst & Young 1989 - 2005
Skills
Tax Research, Tax, Income Tax, Corporate Tax, Accounting, Sarbanes-Oxley, Tax Accounting, CPA, SEC filings, GAAP, Tax Preparation, Partnership Taxation
Education
Brigham Young University 1983 — 1988
Master's degree, Accounting
Jared Evans Jared Evans's Moss Adams LLP Experience May 2011 - June 2011
Job Controller at AgReserves, Inc.
Industry Farming
Experience
AgReserves, Inc. July 2014 - Present
AgReserves, Inc. April 2013 - July 2014
AgReserves, Inc. June 2011 - April 2013
Moss Adams LLP May 2011 - June 2011
Moss Adams LLP September 2009 - May 2011
BYU Graduate Studies February 2007 - June 2009
Skills
Accounting, Financial Accounting, Financial Reporting, GAAP, Auditing, General Ledger, Financial Analysis, CPA, Tax, Tax Preparation, Internal Controls, Microsoft Excel, Assurance, US GAAP, Tax Research, Microsoft Word
Education
Indiana University Bloomington 2012 — 2014
Master of Business Administration (MBA)
Purdue University 2012 — 2014
Master of Science (MS), Agricultural Economics
Brigham Young University 2002 — 2009
Master's degree, Accounting
AgReserves, Inc. July 2014 - Present
AgReserves, Inc. April 2013 - July 2014
AgReserves, Inc. June 2011 - April 2013
Moss Adams LLP May 2011 - June 2011
Moss Adams LLP September 2009 - May 2011
BYU Graduate Studies February 2007 - June 2009
Skills
Accounting, Financial Accounting, Financial Reporting, GAAP, Auditing, General Ledger, Financial Analysis, CPA, Tax, Tax Preparation, Internal Controls, Microsoft Excel, Assurance, US GAAP, Tax Research, Microsoft Word
Education
Indiana University Bloomington 2012 — 2014
Master of Business Administration (MBA)
Purdue University 2012 — 2014
Master of Science (MS), Agricultural Economics
Brigham Young University 2002 — 2009
Master's degree, Accounting
Kim (Kim Clark-Scott) Clark, CPC, CPMA Kim (Kim Clark-Scott) Clark, CPC, CPMA's Moss Adams LLP Experience January 2012 - Present
Job Senior Regulatory Compliance and Coding Consultant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2012 - Present
Arizona Biltmore Oncology/U.S. Oncology July 2011 - December 2011
News America Marketing 2007 - 2011
Scottrock Concrete LLC May 1997 - August 2008
Skills
Medical Coding, Revenue Cycle, Healthcare Information..., Medical Terminology, Medical Billing, Medical Records, Medical Compliance, Claims Auditing, HIPAA, Medicaid, Medicare/Medicaid..., Claims Correction, EMR, Microsoft Excel, ICD-9, Healthcare
Education
Brookline College-Phoenix 2010 — 2011
Billing & Coding Certification, Medical Insurance Coding Specialist/Coder
Paradise Valley Community College 2005 — 2006
General Education, General Studies
Moss Adams LLP January 2012 - Present
Arizona Biltmore Oncology/U.S. Oncology July 2011 - December 2011
News America Marketing 2007 - 2011
Scottrock Concrete LLC May 1997 - August 2008
Skills
Medical Coding, Revenue Cycle, Healthcare Information..., Medical Terminology, Medical Billing, Medical Records, Medical Compliance, Claims Auditing, HIPAA, Medicaid, Medicare/Medicaid..., Claims Correction, EMR, Microsoft Excel, ICD-9, Healthcare
Education
Brookline College-Phoenix 2010 — 2011
Billing & Coding Certification, Medical Insurance Coding Specialist/Coder
Paradise Valley Community College 2005 — 2006
General Education, General Studies
Mandy Myers Mandy Myers's Moss Adams LLP Experience April 2011 - October 2013
Job Corporate Accounting Manager at Shorenstein Realty Services
Industry Accounting
Experience
Shorenstein Realty Services October 2013 - Present
Moss Adams LLP April 2011 - October 2013
Moss Adams LLP October 2009 - March 2011
KPMG December 2008 - September 2009
KPMG September 2007 - November 2008
KPMG June 2006 - August 2006
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Statements, Revenue Recognition, Accounts Payable, Accounts Receivable, GAAP, US GAAP, SEC filings, CPA, Accounting, Financial Reporting, Financial Accounting, Assurance, General Ledger, External Audit, Tax
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Saint Francis HS 1999 — 2003
Shorenstein Realty Services October 2013 - Present
Moss Adams LLP April 2011 - October 2013
Moss Adams LLP October 2009 - March 2011
KPMG December 2008 - September 2009
KPMG September 2007 - November 2008
KPMG June 2006 - August 2006
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Statements, Revenue Recognition, Accounts Payable, Accounts Receivable, GAAP, US GAAP, SEC filings, CPA, Accounting, Financial Reporting, Financial Accounting, Assurance, General Ledger, External Audit, Tax
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Saint Francis HS 1999 — 2003
Joseph P. Bartlett's Moss Adams LLP Experience December 2007 - May 2015
Job Tax Manager at KPMG LLP
Industry Accounting
Experience
KPMG US May 2015 - Present
Moss Adams LLP December 2007 - May 2015
Skills
Corporate Tax, Income Tax Provisions, Accounting
Education
Brigham Young University 2005 — 2007
Master of Accountancy
Brigham Young University 2005 — 2007
Bachelor of Science in Accounting
KPMG US May 2015 - Present
Moss Adams LLP December 2007 - May 2015
Skills
Corporate Tax, Income Tax Provisions, Accounting
Education
Brigham Young University 2005 — 2007
Master of Accountancy
Brigham Young University 2005 — 2007
Bachelor of Science in Accounting
Bryan Yatsui Bryan Yatsui's Moss Adams LLP Experience November 2013 - Present
Job Business Assurance Associate at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2013 - Present
George Ross CPA June 2012 - August 2012
Volunteer Income Tax Assistance January 2012 - March 2012
Hannibal Industries Inc June 2010 - September 2010
Law Office of Russell, Mirkovich and Morrow June 2010 - September 2010
Skills
Accounting, Financial Accounting, CPA, Tax Returns, Tax Preparation
Education
California Polytechnic State University-San Luis Obispo 2012 — 2013
Master of Science (MS), Accounting
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Accounting
Moss Adams LLP November 2013 - Present
George Ross CPA June 2012 - August 2012
Volunteer Income Tax Assistance January 2012 - March 2012
Hannibal Industries Inc June 2010 - September 2010
Law Office of Russell, Mirkovich and Morrow June 2010 - September 2010
Skills
Accounting, Financial Accounting, CPA, Tax Returns, Tax Preparation
Education
California Polytechnic State University-San Luis Obispo 2012 — 2013
Master of Science (MS), Accounting
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Accounting
Ben Szendre Ben Szendre's Moss Adams LLP Experience September 2008 - December 2010
Job Manager at TriCities CPA PLLC
Industry Accounting
Experience
Tri-Cities Tax December 2010 - Present
Moss Adams LLP September 2008 - December 2010
Education
Washington State University 2007 — 2008
Masters, Accounting
Brigham Young University - Idaho 2003 — 2007
B.S., Accounting
Tri-Cities Tax December 2010 - Present
Moss Adams LLP September 2008 - December 2010
Education
Washington State University 2007 — 2008
Masters, Accounting
Brigham Young University - Idaho 2003 — 2007
B.S., Accounting
Addy Tasanont Addy Tasanont's Moss Adams LLP Experience February 2015 - Present
Job Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP February 2015 - Present
McGladrey January 2002 - January 2015
KPMG LLP March 1999 - January 2002
San Marino Plastering, Inc. April 1998 - March 1999
Education
University of Southern California 1999 — 2002
MCM, Civil/Contruction Management
California State Polytechnic University-Pomona 1995 — 1999
BS, Construction Engineering Technology
Moss Adams LLP February 2015 - Present
McGladrey January 2002 - January 2015
KPMG LLP March 1999 - January 2002
San Marino Plastering, Inc. April 1998 - March 1999
Education
University of Southern California 1999 — 2002
MCM, Civil/Contruction Management
California State Polytechnic University-Pomona 1995 — 1999
BS, Construction Engineering Technology
Micah Gailey (Green) Micah Gailey (Green)'s Moss Adams LLP Experience October 2015 - Present
Job Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2015 - Present
Moss Adams LLP January 2015 - March 2015
GE Oil & Gas Artificial Lift October 2012 - August 2014
Andrew King, CPA February 2009 - April 2011
Skills
Word, PowerPoint, Excel, Quickbooks, Access, SAP ERP, Microsoft Excel, QuickBooks, Microsoft Word, Accounting, Financial Reporting, Finance, Accounts Receivable, Teamwork, Budgets, Account Reconciliation, Data Entry, US GAAP, Team Leadership, Leadership, SAP, Pivot Tables, Microsoft Office, Bookkeeping, Customer Service, Time Management, Auditing, Financial Analysis, Financial Accounting, GAAP, General Ledger
Education
University of Washington 2014 — 2015
MPAcc, Accounting
Brigham Young University - Hawaii 2011 — 2012
Bachelor of Science (B.S.), Accounting, 3.90
H & R Block Tax Course 2010 — 2010
Moss Adams LLP October 2015 - Present
Moss Adams LLP January 2015 - March 2015
GE Oil & Gas Artificial Lift October 2012 - August 2014
Andrew King, CPA February 2009 - April 2011
Skills
Word, PowerPoint, Excel, Quickbooks, Access, SAP ERP, Microsoft Excel, QuickBooks, Microsoft Word, Accounting, Financial Reporting, Finance, Accounts Receivable, Teamwork, Budgets, Account Reconciliation, Data Entry, US GAAP, Team Leadership, Leadership, SAP, Pivot Tables, Microsoft Office, Bookkeeping, Customer Service, Time Management, Auditing, Financial Analysis, Financial Accounting, GAAP, General Ledger
Education
University of Washington 2014 — 2015
MPAcc, Accounting
Brigham Young University - Hawaii 2011 — 2012
Bachelor of Science (B.S.), Accounting, 3.90
H & R Block Tax Course 2010 — 2010
Tyler Winterton Tyler Winterton's Moss Adams LLP Experience September 2015 - Present
Job State and Local Tax Associate at Moss Adams LLP
Industry Law Practice
Experience
Moss Adams LLP September 2015 - Present
KPMG US April 2014 - August 2015
Internal Revenue Service January 2014 - April 2014
Washington State Court of Appeals, Division II September 2012 - September 2013
Skills
Brazilian Portuguese, Legal Research, Editing, Legal Writing, Westlaw, Litigation, Civil Litigation, Appeals, Courts, Commercial Litigation, Document Review, Wills, Motions, International Law, Legal Issues, Hearings, Leadership, Microsoft Excel, Corporate Law, Microsoft Office, Tax, Microsoft Word, Research, Public Speaking
Education
University of Washington School of Law 2013 — 2014
Master of Laws (LLM), Taxation
University of Washington School of Law 2009 — 2012
Juris Doctor
Brigham Young University 2003 — 2009
B.A., English
Moss Adams LLP September 2015 - Present
KPMG US April 2014 - August 2015
Internal Revenue Service January 2014 - April 2014
Washington State Court of Appeals, Division II September 2012 - September 2013
Skills
Brazilian Portuguese, Legal Research, Editing, Legal Writing, Westlaw, Litigation, Civil Litigation, Appeals, Courts, Commercial Litigation, Document Review, Wills, Motions, International Law, Legal Issues, Hearings, Leadership, Microsoft Excel, Corporate Law, Microsoft Office, Tax, Microsoft Word, Research, Public Speaking
Education
University of Washington School of Law 2013 — 2014
Master of Laws (LLM), Taxation
University of Washington School of Law 2009 — 2012
Juris Doctor
Brigham Young University 2003 — 2009
B.A., English
Jessica Nash Jessica Nash's Moss Adams LLP Experience October 2011 - Present
Job Business Assurance at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2011 - Present
Brigham Young University January 2010 - April 2011
JNA Consulting Group May 2009 - August 2009
Skills
Excel automation, IFRS Certification, Audit, Auditing, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Microsoft Excel
Education
Brigham Young University 2006 — 2011
Masters, Accounting
Brigham Young University 2006 — 2011
Bachelors, Accounting
Moss Adams LLP October 2011 - Present
Brigham Young University January 2010 - April 2011
JNA Consulting Group May 2009 - August 2009
Skills
Excel automation, IFRS Certification, Audit, Auditing, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Microsoft Excel
Education
Brigham Young University 2006 — 2011
Masters, Accounting
Brigham Young University 2006 — 2011
Bachelors, Accounting
Haley Pittsenbarger Haley Pittsenbarger's Moss Adams LLP Experience June 2013 - August 2014
Job Incoming Tax Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2013 - August 2014
Cascadia Community College December 2009 - August 2011
Skills
Financial Accounting, Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Access, Leadership
Education
Brigham Young University 2011 — 2015
Master of Accountancy, Taxation
Moss Adams LLP June 2013 - August 2014
Cascadia Community College December 2009 - August 2011
Skills
Financial Accounting, Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Access, Leadership
Education
Brigham Young University 2011 — 2015
Master of Accountancy, Taxation
Kathy Wie Kathy Wie's Moss Adams LLP Experience 2005 - 2008
Job Building brands with purpose
Industry Medical Devices
Experience
CareFusion November 2011 - Present
Metrex February 2008 - November 2011
Moss Adams LLP 2005 - 2008
Skills
Medical Devices, Product Launch, Healthcare, Cross-functional Team..., Hospitals, Marketing Strategy, Competitive Analysis, Capital Equipment, Product Development, Marketing, Product Marketing, Marketing Management, Market Research, Strategic Planning, Account Management, FDA, Sales, Sales Process, Management, Market Development, B2B, Disposables, Advertising, Budgets, Sales Operations
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Nutritional Science
CareFusion November 2011 - Present
Metrex February 2008 - November 2011
Moss Adams LLP 2005 - 2008
Skills
Medical Devices, Product Launch, Healthcare, Cross-functional Team..., Hospitals, Marketing Strategy, Competitive Analysis, Capital Equipment, Product Development, Marketing, Product Marketing, Marketing Management, Market Research, Strategic Planning, Account Management, FDA, Sales, Sales Process, Management, Market Development, B2B, Disposables, Advertising, Budgets, Sales Operations
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Nutritional Science
Rachelle Rey, CPA Rachelle Rey, CPA's Moss Adams LLP Experience January 2006 - November 2007
Job Senior Tax Accountant at HCVT LLP (Holthouse Carlin & Van Trigt LLP)
Industry Accounting
Experience
HCVT LLP (Holthouse Carlin & Van Trigt LLP) July 2015 - Present
Lesley, Thomas, Schwarz, & Postma July 2013 - July 2015
Joseph W. Wiley, CPA December 2009 - July 2013
Nigro & Nigro, PC December 2007 - August 2009
Moss Adams LLP January 2006 - November 2007
Skills
Tax, Accounting, General Ledger, GAAP, Financial Reporting, Tax Preparation, Income Tax, Financial Accounting, Auditing, Corporate Tax, Internal Controls, Account Reconciliation, QuickBooks, CPA, Financial Statements, Tax Accounting
Education
California State University-San Marcos 2001 — 2005
Bachelor of Science (BS), Accounting
Golden Gate University
Master of Taxation, Tax Law/Taxation
HCVT LLP (Holthouse Carlin & Van Trigt LLP) July 2015 - Present
Lesley, Thomas, Schwarz, & Postma July 2013 - July 2015
Joseph W. Wiley, CPA December 2009 - July 2013
Nigro & Nigro, PC December 2007 - August 2009
Moss Adams LLP January 2006 - November 2007
Skills
Tax, Accounting, General Ledger, GAAP, Financial Reporting, Tax Preparation, Income Tax, Financial Accounting, Auditing, Corporate Tax, Internal Controls, Account Reconciliation, QuickBooks, CPA, Financial Statements, Tax Accounting
Education
California State University-San Marcos 2001 — 2005
Bachelor of Science (BS), Accounting
Golden Gate University
Master of Taxation, Tax Law/Taxation
Mishel Papagni Mishel Papagni's Moss Adams LLP Experience January 2013 - Present
Job Assurance Senior at Moss Adams, LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Program Analyst UCSF August 2011 - January 2013
Celebrations Wine Club January 2011 - January 2013
Accounting Students Organization August 2012 - December 2012
California Grey Bears/S May 2009 - August 2009
JP Builders April 2003 - December 2007
Threshold Enterprises August 2004 - January 2006
Callahan's January 2001 - April 2004
Skills
Employee Relations, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Access, Data Entry, Customer Service, QuickBooks, Microsoft Office, Spreadsheets, Bookkeeping, Research, Accounts Payable, Accounts Receivable, Auditing
Education
San Francisco State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Cabrillo College 2009 — 2010
Associate of Science, Accounting, 4.0
Cabrillo College 1997 — 2003
Associate of Science (A.S.), General Science w/ concentration in Microbiology, 3.7
Scuola De Leonardo Di Vinci 1999 — 1999
Certificate, Italian
Moss Adams LLP January 2013 - Present
Program Analyst UCSF August 2011 - January 2013
Celebrations Wine Club January 2011 - January 2013
Accounting Students Organization August 2012 - December 2012
California Grey Bears/S May 2009 - August 2009
JP Builders April 2003 - December 2007
Threshold Enterprises August 2004 - January 2006
Callahan's January 2001 - April 2004
Skills
Employee Relations, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Access, Data Entry, Customer Service, QuickBooks, Microsoft Office, Spreadsheets, Bookkeeping, Research, Accounts Payable, Accounts Receivable, Auditing
Education
San Francisco State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Cabrillo College 2009 — 2010
Associate of Science, Accounting, 4.0
Cabrillo College 1997 — 2003
Associate of Science (A.S.), General Science w/ concentration in Microbiology, 3.7
Scuola De Leonardo Di Vinci 1999 — 1999
Certificate, Italian
Jacquelynn Besse's Moss Adams LLP Experience November 2014 - Present
Job Staff Tax Accountant
Industry Accounting
Experience
Moss Adams LLP November 2014 - Present
Cal Poly Corporation May 2013 - May 2014
NTS June 2013 - September 2013
Skills
Lacerte, Axcess, Microsoft Excel, Accounting, Tax
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Business Administration/Accounting, 3.2
Moss Adams LLP November 2014 - Present
Cal Poly Corporation May 2013 - May 2014
NTS June 2013 - September 2013
Skills
Lacerte, Axcess, Microsoft Excel, Accounting, Tax
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Business Administration/Accounting, 3.2
Shannon Esenwein Shannon Esenwein's Moss Adams LLP Experience December 2000 - October 2001
Job Finance Director
Industry Government Administration
Experience
City of Hughson April 2015 - Present
San Joaquin County Auditor Controller's Office October 2001 - April 2015
Moss Adams LLP December 2000 - October 2001
PwC July 1998 - January 2000
Skills
Auditing, Financial Reporting, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Science (B.S.), Business Administration, Concentration in Accounting
San Joaquin Delta College
Associate's degree, Business Administration and Management, General
City of Hughson April 2015 - Present
San Joaquin County Auditor Controller's Office October 2001 - April 2015
Moss Adams LLP December 2000 - October 2001
PwC July 1998 - January 2000
Skills
Auditing, Financial Reporting, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Science (B.S.), Business Administration, Concentration in Accounting
San Joaquin Delta College
Associate's degree, Business Administration and Management, General
Sarah (Jasper) Sullivan, MBA's Moss Adams LLP Experience January 2013 - Present
Job Silicon Valley Lead Marketer at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) August 2011 - December 2012
Applied Materials May 2009 - June 2011
Almaden Valley Athletic Club October 2008 - May 2009
Target Specialty Products April 2007 - January 2008
Maxim Integrated Products June 1999 - September 2006
Sherman Library & Gardens July 2005 - September 2005
Skills
Marketing Communications, Marketing, Social Media, Facebook, SEO, Event Planning, Management, Graphic Design, Microsoft Office, Sales, Social Media Marketing, Advertising, Collateral, Email Marketing, Brand Development, Blogging, Internal Communications, Public Relations, PowerPoint, Newsletters, Adobe Creative Suite, Google Analytics, Corporate Branding, Editing, WordPress, Sales Strategy, Collateral Design, Intranet Strategy, Blog Management, LinkedIn, Twitter, Presentation Development, Microsoft Excel, Marketing Strategy, Microsoft Word, Proposal Writing, Strategy, CRM, Integrated Marketing, Project Management
Education
San Jose State University
MBA
California Polytechnic State University-San Luis Obispo
BS
West Valley College
Digital Media 1 Certificate
Leland High School
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) August 2011 - December 2012
Applied Materials May 2009 - June 2011
Almaden Valley Athletic Club October 2008 - May 2009
Target Specialty Products April 2007 - January 2008
Maxim Integrated Products June 1999 - September 2006
Sherman Library & Gardens July 2005 - September 2005
Skills
Marketing Communications, Marketing, Social Media, Facebook, SEO, Event Planning, Management, Graphic Design, Microsoft Office, Sales, Social Media Marketing, Advertising, Collateral, Email Marketing, Brand Development, Blogging, Internal Communications, Public Relations, PowerPoint, Newsletters, Adobe Creative Suite, Google Analytics, Corporate Branding, Editing, WordPress, Sales Strategy, Collateral Design, Intranet Strategy, Blog Management, LinkedIn, Twitter, Presentation Development, Microsoft Excel, Marketing Strategy, Microsoft Word, Proposal Writing, Strategy, CRM, Integrated Marketing, Project Management
Education
San Jose State University
MBA
California Polytechnic State University-San Luis Obispo
BS
West Valley College
Digital Media 1 Certificate
Leland High School
Brittney Bakion's Moss Adams LLP Experience July 2014 - Present
Job Assurance Services Senior
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP August 2012 - July 2014
Windsor Foods February 2012 - July 2012
Accountemps September 2011 - February 2012
City of Claremont September 2007 - November 2009
Skills
Accounting, Quickbooks, Peachtree, SQL, ACL, Microsoft Office, Typing, 10 Key, Customer Service, Quality Assurance, Organizational..., Billing, Invoice Processing, Bookkeeping, Accountants, Research, Invoicing, QuickBooks
Education
California State Polytechnic University-Pomona 2007 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management
UCLA Anderson School of Management 2010 — 2011
Riordan Healthcare Management Fellows, Health/Health Care Administration/Management
Moss Adams LLP July 2014 - Present
Moss Adams LLP August 2012 - July 2014
Windsor Foods February 2012 - July 2012
Accountemps September 2011 - February 2012
City of Claremont September 2007 - November 2009
Skills
Accounting, Quickbooks, Peachtree, SQL, ACL, Microsoft Office, Typing, 10 Key, Customer Service, Quality Assurance, Organizational..., Billing, Invoice Processing, Bookkeeping, Accountants, Research, Invoicing, QuickBooks
Education
California State Polytechnic University-Pomona 2007 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management
UCLA Anderson School of Management 2010 — 2011
Riordan Healthcare Management Fellows, Health/Health Care Administration/Management
Annie Norviel Annie Norviel's Moss Adams LLP Experience September 2009 - Present
Job Audit Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2009 - Present
Moss Adams LLP January 2008 - August 2008
Skills
US GAAP, GAAP, Internal Controls, CPA, SEC filings, Assurance, Tax Research, Revenue Recognition, Financial Statements, Auditing, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Corporate Tax, General Ledger, Financial Analysis, Accounting
Education
California State University-San Marcos 2006 — 2008
BS, Accounting, summa cum laude
Moss Adams LLP September 2009 - Present
Moss Adams LLP January 2008 - August 2008
Skills
US GAAP, GAAP, Internal Controls, CPA, SEC filings, Assurance, Tax Research, Revenue Recognition, Financial Statements, Auditing, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Corporate Tax, General Ledger, Financial Analysis, Accounting
Education
California State University-San Marcos 2006 — 2008
BS, Accounting, summa cum laude
Kristin Noga Kristin Noga's Moss Adams LLP Experience June 2014 - Present
Job Audit Staff at Moss Adams LLP SVO
Industry Accounting
Experience
Moss Adams LLP June 2014 - Present
MuniServices, LLC June 2012 - May 2014
Bella Frutta 2010 - 2012
Ruiz Foods June 2009 - September 2009
Skills
Organization, Microsoft Excel, Microsoft Word, People Skills, Communication, Accounting, Management
Education
Santa Clara University 2013 — 2014
Certificate of Advanced Accounting Proficiency Program, Accounting
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelors of Science, Agribusiness/Agricultural Business Operations
Clovis High School 2002 — 2006
Moss Adams LLP June 2014 - Present
MuniServices, LLC June 2012 - May 2014
Bella Frutta 2010 - 2012
Ruiz Foods June 2009 - September 2009
Skills
Organization, Microsoft Excel, Microsoft Word, People Skills, Communication, Accounting, Management
Education
Santa Clara University 2013 — 2014
Certificate of Advanced Accounting Proficiency Program, Accounting
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelors of Science, Agribusiness/Agricultural Business Operations
Clovis High School 2002 — 2006
Berret Harris, CPA Berret Harris, CPA's Moss Adams LLP Experience August 2011 - July 2012
Job Sr. Cost Analyst at Columbia Machine, Inc.
Industry Accounting
Experience
Columbia Machine, Inc. February 2014 - Present
RS Medical August 2012 - November 2013
Moss Adams LLP August 2011 - July 2012
Melaleuca:The Wellness Company April 2009 - July 2011
Melaleuca April 2008 - September 2008
The Church of Jesus Christ of Latter-Day Saints June 2003 - June 2005
Skills
Accounting, Business Planning, Internal Controls, Software Documentation, Tax Preparation
Education
Brigham Young University - Idaho 2005 — 2009
B.S, Accounting; Economics and Business Management Emphasis
Columbia Machine, Inc. February 2014 - Present
RS Medical August 2012 - November 2013
Moss Adams LLP August 2011 - July 2012
Melaleuca:The Wellness Company April 2009 - July 2011
Melaleuca April 2008 - September 2008
The Church of Jesus Christ of Latter-Day Saints June 2003 - June 2005
Skills
Accounting, Business Planning, Internal Controls, Software Documentation, Tax Preparation
Education
Brigham Young University - Idaho 2005 — 2009
B.S, Accounting; Economics and Business Management Emphasis
Laura Parras's Moss Adams LLP Experience September 1987 - December 1988
Job Accountant / Innovative Thinker / Problem Solver / Manager and Team Builder / Process Improvement / Internal Controls
Industry Accounting
Experience
Sustainable Harvest Coffee Importers April 2014 - Present
Portland State University January 2013 - April 2014
Portland State University October 2011 - December 2012
University of Oregon July 2006 - September 2011
Bell Real Estate November 2000 - June 2006
California Box Company April 1995 - October 1995
Richter Manufacturing April 1991 - May 1993
McGladrey January 1989 - April 1991
Moss Adams LLP September 1987 - December 1988
Skills
Financial Accounting, Critical Thinking, Team Building, Problem Solving, Team Leadership, Staff Development, Microsoft Excel, Management, Analysis, Troubleshooting, Training, Banner Finance, Time Management, Customer Service, Fundraising, General Ledger, Account Reconciliation, Microsoft Office, Teaching, Project Management, Office Management, Help Desk Support, Compliance, Process Improvement, Volunteer Management, Oracle SQL Developer, Software Implementation, Budgets
Education
California State Polytechnic University-Pomona 1983 — 1987
Bachelor of Science, Accounting
Sustainable Harvest Coffee Importers April 2014 - Present
Portland State University January 2013 - April 2014
Portland State University October 2011 - December 2012
University of Oregon July 2006 - September 2011
Bell Real Estate November 2000 - June 2006
California Box Company April 1995 - October 1995
Richter Manufacturing April 1991 - May 1993
McGladrey January 1989 - April 1991
Moss Adams LLP September 1987 - December 1988
Skills
Financial Accounting, Critical Thinking, Team Building, Problem Solving, Team Leadership, Staff Development, Microsoft Excel, Management, Analysis, Troubleshooting, Training, Banner Finance, Time Management, Customer Service, Fundraising, General Ledger, Account Reconciliation, Microsoft Office, Teaching, Project Management, Office Management, Help Desk Support, Compliance, Process Improvement, Volunteer Management, Oracle SQL Developer, Software Implementation, Budgets
Education
California State Polytechnic University-Pomona 1983 — 1987
Bachelor of Science, Accounting
Sean Steffensen's Moss Adams LLP Experience June 2014 - September 2014
Job Graduate accounting student at the University of Idaho
Industry Accounting
Experience
University of Idaho, Accounting Department August 2015 - Present
Great Scotts Convenient Store February 2015 - August 2015
A-Team Farms September 2014 - December 2014
Moss Adams LLP June 2014 - September 2014
Bingham County R.T.C October 2010 - June 2014
The Church of Jesus Christ of Latter-day Saints March 2008 - March 2010
Education
University of Idaho 2015 — 2016
Masters of Accountancy, Accounting
BYU-Idaho 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting
University of Idaho, Accounting Department August 2015 - Present
Great Scotts Convenient Store February 2015 - August 2015
A-Team Farms September 2014 - December 2014
Moss Adams LLP June 2014 - September 2014
Bingham County R.T.C October 2010 - June 2014
The Church of Jesus Christ of Latter-day Saints March 2008 - March 2010
Education
University of Idaho 2015 — 2016
Masters of Accountancy, Accounting
BYU-Idaho 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting
Brian D. Tellez Brian D. Tellez's Moss Adams LLP Experience January 2008 - November 2008
Job Senior Financial Analyst at HGST, a Western Digital Company
Industry Computer Hardware
Experience
HGST, a Western Digital company June 2014 - Present
HGST, a Western Digital company 2014 - 2015
Lockheed Martin June 2011 - June 2014
Lockheed Martin Space Systems Company October 2008 - June 2011
Moss Adams LLP January 2008 - November 2008
Lockheed Martin Space Systems Company July 2005 - May 2007
Skills
SAP, SAP R/3, Oracle Discoverer, Oracle Portal, Subcontracting, Supplier Negotiations, Supply Chain Management, Business Taxes, Auditing, Excel, Quickbooks, Word, PowerPoint, Microsoft Excel, Strategy, Accounting, Microsoft Word, Budgets, Analysis, Forecasting, Program Management, Variance Analysis, Financial Analysis, Management, QuickBooks, Process Improvement, Leadership
Education
Cal Poly San Luis Obispo 2001 — 2005
Bachelor of Business Administration (B.B.A.), Enterprise Accounting and Entrepreneurial Management
Granite Bay
HGST, a Western Digital company June 2014 - Present
HGST, a Western Digital company 2014 - 2015
Lockheed Martin June 2011 - June 2014
Lockheed Martin Space Systems Company October 2008 - June 2011
Moss Adams LLP January 2008 - November 2008
Lockheed Martin Space Systems Company July 2005 - May 2007
Skills
SAP, SAP R/3, Oracle Discoverer, Oracle Portal, Subcontracting, Supplier Negotiations, Supply Chain Management, Business Taxes, Auditing, Excel, Quickbooks, Word, PowerPoint, Microsoft Excel, Strategy, Accounting, Microsoft Word, Budgets, Analysis, Forecasting, Program Management, Variance Analysis, Financial Analysis, Management, QuickBooks, Process Improvement, Leadership
Education
Cal Poly San Luis Obispo 2001 — 2005
Bachelor of Business Administration (B.B.A.), Enterprise Accounting and Entrepreneurial Management
Granite Bay
Felix Feng Felix Feng's Moss Adams LLP Experience January 2014 - Present
Job Senior Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2013 - December 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
Mohler, Nixon & Williams November 2011 - November 2012
Mohler, Nixon & Williams January 2011 - October 2011
IRS- Volunteer Income Tax Association Program February 2010 - April 2010
Los Angeles County Fair Association September 2009 - October 2009
Los Angeles County Fair Association September 2008 - September 2008
The Salvation Army June 2008 - August 2008
Skills
Accounting, Human Resources, Tax Preparation, Income Tax, Lacerte, GoSystems, International Accounting, Corporations, Partnerships, High Net Worth..., Microsoft Excel, Financial Statements, Finance, Tax
Education
California State Polytechnic University-Pomona 2008 — 2010
Bachelor of Science, Accounting
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2013 - December 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
Mohler, Nixon & Williams November 2011 - November 2012
Mohler, Nixon & Williams January 2011 - October 2011
IRS- Volunteer Income Tax Association Program February 2010 - April 2010
Los Angeles County Fair Association September 2009 - October 2009
Los Angeles County Fair Association September 2008 - September 2008
The Salvation Army June 2008 - August 2008
Skills
Accounting, Human Resources, Tax Preparation, Income Tax, Lacerte, GoSystems, International Accounting, Corporations, Partnerships, High Net Worth..., Microsoft Excel, Financial Statements, Finance, Tax
Education
California State Polytechnic University-Pomona 2008 — 2010
Bachelor of Science, Accounting
Tara Graves Tara Graves's Moss Adams LLP Experience January 2012 - December 2014
Job Associate at Exceptional Accounting Services, LLC
Industry Accounting
Experience
Exceptional Accounting Services, LLC March 2015 - Present
Moss Adams LLP January 2012 - December 2014
Tantara Records January 2011 - December 2011
Moss Adams LLP June 2011 - August 2011
CFOwise May 2010 - January 2011
BYU Television January 2009 - August 2009
Skills
QuickBooks, Accounting, Partnership Taxation, Tax, Bookkeeping, Financial Reporting, Microsoft Excel, Tax Preparation, Financial Accounting, Access, Financial Statements, Fixed Assets, Finance, Journal Entries, Accounts Receivable
Education
Brigham Young University 2010 — 2011
Master of Accountancy, Tax Emphasis
Brigham Young University 2007 — 2011
Bachelor of Science, Accounting
Exceptional Accounting Services, LLC March 2015 - Present
Moss Adams LLP January 2012 - December 2014
Tantara Records January 2011 - December 2011
Moss Adams LLP June 2011 - August 2011
CFOwise May 2010 - January 2011
BYU Television January 2009 - August 2009
Skills
QuickBooks, Accounting, Partnership Taxation, Tax, Bookkeeping, Financial Reporting, Microsoft Excel, Tax Preparation, Financial Accounting, Access, Financial Statements, Fixed Assets, Finance, Journal Entries, Accounts Receivable
Education
Brigham Young University 2010 — 2011
Master of Accountancy, Tax Emphasis
Brigham Young University 2007 — 2011
Bachelor of Science, Accounting
Kyle Casement'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
TGG Accounting September 2009 - July 2011
Cal State San Marcos February 2010 - May 2011
Jamba Juice August 2005 - April 2009
Skills
QuickBooks, Accounting, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Financial Accounting, GAAP, Financial Statements, General Ledger, US GAAP, CPA
Education
California State University-San Marcos 2008 — 2011
Bachelor of Science, Business Administration, focus in Accounting
MiraCosta College 2006 — 2008
Associate of Arts, Business Administration
Moss Adams LLP October 2011 - Present
TGG Accounting September 2009 - July 2011
Cal State San Marcos February 2010 - May 2011
Jamba Juice August 2005 - April 2009
Skills
QuickBooks, Accounting, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Financial Accounting, GAAP, Financial Statements, General Ledger, US GAAP, CPA
Education
California State University-San Marcos 2008 — 2011
Bachelor of Science, Business Administration, focus in Accounting
MiraCosta College 2006 — 2008
Associate of Arts, Business Administration
Karl Rebay Karl Rebay's Moss Adams LLP Experience October 2011 - Present
Job Director, Health Care Consulting Group at Moss Adams, LLP
Industry Hospital & Health Care
Experience
Moss Adams LLP October 2011 - Present
SDS Advisors January 2010 - October 2011
Monarch HealthCare November 2006 - January 2010
Centinela Freeman Health System 2004 - 2006
Keck School of Medicine, University of Southern California 2003 - 2004
Tenet Healthcare 2000 - 2003
KPMG Peat Marwick 1997 - 2000
Skills
Strategy, Accounting, Analysis, Due Diligence, Strategic Planning, Business Planning, Healthcare, Mergers & Acquisitions, Management, Revenue Cycle, Healthcare Consulting, Medicare, Valuation, Financial Analysis, Managed Care, Tax, Operations Management, Financial Services, Business Consulting, Financial Statements..., Planning Budgeting &..., Healthcare Information..., Financial Reporting, Healthcare Management, Finance, Management Consulting, Accountable Care, Executive Management, HIPAA, CPA, Managerial Finance, Process Improvement, Auditing, Hospitals, Healthcare Industry, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA
California State Polytechnic University-Pomona 1992 — 1995
BS
Moss Adams LLP October 2011 - Present
SDS Advisors January 2010 - October 2011
Monarch HealthCare November 2006 - January 2010
Centinela Freeman Health System 2004 - 2006
Keck School of Medicine, University of Southern California 2003 - 2004
Tenet Healthcare 2000 - 2003
KPMG Peat Marwick 1997 - 2000
Skills
Strategy, Accounting, Analysis, Due Diligence, Strategic Planning, Business Planning, Healthcare, Mergers & Acquisitions, Management, Revenue Cycle, Healthcare Consulting, Medicare, Valuation, Financial Analysis, Managed Care, Tax, Operations Management, Financial Services, Business Consulting, Financial Statements..., Planning Budgeting &..., Healthcare Information..., Financial Reporting, Healthcare Management, Finance, Management Consulting, Accountable Care, Executive Management, HIPAA, CPA, Managerial Finance, Process Improvement, Auditing, Hospitals, Healthcare Industry, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA
California State Polytechnic University-Pomona 1992 — 1995
BS
Donovan Trone Donovan Trone's Moss Adams LLP Experience January 2011 - Present
Job Senior Valuation Analyst at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP January 2011 - Present
UBS June 2009 - June 2010
Skills
Business Valuation, Financial Analysis, Valuation, Monte Carlo Simulation, Black-Scholes, Option Pricing Models, Equity Capital Markets, Fixed Income, Portfolio Management, Financial Engineering, Equities, Capital Markets, Equity Research, Analysis, Finance, Investments, Mergers & Acquisitions, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelors of Science, Dual Concentrations in Finance & Accounting, Minor in Economics
Moss Adams LLP January 2011 - Present
UBS June 2009 - June 2010
Skills
Business Valuation, Financial Analysis, Valuation, Monte Carlo Simulation, Black-Scholes, Option Pricing Models, Equity Capital Markets, Fixed Income, Portfolio Management, Financial Engineering, Equities, Capital Markets, Equity Research, Analysis, Finance, Investments, Mergers & Acquisitions, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelors of Science, Dual Concentrations in Finance & Accounting, Minor in Economics
Andrew Lark Andrew Lark's Moss Adams LLP Experience August 2008 - November 2012
Job CFO at Aspen Skilled Healthcare, Inc.
Industry Hospital & Health Care
Experience
Aspen Skilled Healthcare, Inc. May 2015 - Present
Aspen Skilled Healthcare, Inc. November 2012 - April 2015
Moss Adams LLP August 2008 - November 2012
PricewaterhouseCoopers January 2008 - August 2008
Skills
Internal Controls, Auditing, Financial Reporting, Management, US GAAP, SEC Filings, SEC Financial Reporting, Manufacturing, Construction, Healthcare, Finance, Microsoft Excel, Financial Analysis, Accounting, GAAP, Financial Accounting, Strategic Planning, Sarbanes-Oxley Act, CPA, Leadership, Financial Modeling, Financial Statements
Education
Brigham Young University 2003 — 2007
Master's degree, Accounting
Brigham Young University
Bachelor of Science (B.S.), Accounting
Aspen Skilled Healthcare, Inc. May 2015 - Present
Aspen Skilled Healthcare, Inc. November 2012 - April 2015
Moss Adams LLP August 2008 - November 2012
PricewaterhouseCoopers January 2008 - August 2008
Skills
Internal Controls, Auditing, Financial Reporting, Management, US GAAP, SEC Filings, SEC Financial Reporting, Manufacturing, Construction, Healthcare, Finance, Microsoft Excel, Financial Analysis, Accounting, GAAP, Financial Accounting, Strategic Planning, Sarbanes-Oxley Act, CPA, Leadership, Financial Modeling, Financial Statements
Education
Brigham Young University 2003 — 2007
Master's degree, Accounting
Brigham Young University
Bachelor of Science (B.S.), Accounting
Todd B. Wood, CPA Todd B. Wood, CPA's Moss Adams LLP Experience September 2012 - Present
Job Senior Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2012 - Present
Bliss & Skeen, CPA's January 2011 - April 2011
H&R Block January 2008 - April 2010
US Bank April 2008 - December 2009
Washington Mutual July 2005 - June 2007
Skills
Accounting, Tax, Customer Service, Tax Preparation, Excel, Microsoft Office, Analysis, Public Speaking, Technical Presentations, Partnership Taxation
Education
Brigham Young University 2011 — 2012
Master's Degree, Accounting - Tax
Brigham Young University - Idaho 2007 — 2011
Bachelor's Degree, Accounting
Moss Adams LLP September 2012 - Present
Bliss & Skeen, CPA's January 2011 - April 2011
H&R Block January 2008 - April 2010
US Bank April 2008 - December 2009
Washington Mutual July 2005 - June 2007
Skills
Accounting, Tax, Customer Service, Tax Preparation, Excel, Microsoft Office, Analysis, Public Speaking, Technical Presentations, Partnership Taxation
Education
Brigham Young University 2011 — 2012
Master's Degree, Accounting - Tax
Brigham Young University - Idaho 2007 — 2011
Bachelor's Degree, Accounting
Donna Gray's Moss Adams LLP Experience June 1985 - October 1987
Job
Industry Retail
Experience
Sally Beauty Company January 2013 - Present
Sally Beauty October 2009 - February 2013
Celanese Corporation May 2007 - November 2009
Texas Instruments Incorporated February 1993 - May 2007
Archive Corporation (acquired by Conner Peripherals) 1990 - December 1992
Hyundai Motor America 1989 - 1990
Arthur Young 1987 - 1988
Moss Adams LLP June 1985 - October 1987
Skills
Accounting, International Tax, Transfer Pricing, Tax, Mergers, Auditing, Financial Reporting, Sarbanes-Oxley Act, UK Corporation Tax, SEC filings, Financial Analysis, Corporate Tax
Education
Golden Gate University 1985 — 1989
MS
California State Polytechnic University-Pomona 1981 — 1985
BS
Sally Beauty Company January 2013 - Present
Sally Beauty October 2009 - February 2013
Celanese Corporation May 2007 - November 2009
Texas Instruments Incorporated February 1993 - May 2007
Archive Corporation (acquired by Conner Peripherals) 1990 - December 1992
Hyundai Motor America 1989 - 1990
Arthur Young 1987 - 1988
Moss Adams LLP June 1985 - October 1987
Skills
Accounting, International Tax, Transfer Pricing, Tax, Mergers, Auditing, Financial Reporting, Sarbanes-Oxley Act, UK Corporation Tax, SEC filings, Financial Analysis, Corporate Tax
Education
Golden Gate University 1985 — 1989
MS
California State Polytechnic University-Pomona 1981 — 1985
BS
Josephine Chen, CPA, CIA, CISA's Moss Adams LLP Experience August 2006 - April 2011
Job Finacial & Corporate Auditor at Southern California Edison
Industry Accounting
Experience
Southern California Edison May 2013 - Present
Southern California Edison May 2011 - April 2013
Moss Adams LLP August 2006 - April 2011
Department of Defense (DoD) - Defense Contract Audit Agency (DCAA) May 2005 - August 2006
Cathay Bank November 2000 - April 2005
Skills
Internal Audit, Internal Controls, Auditing, CPA, Sarbanes-Oxley Act, Analysis, Risk Assessment, Due Diligence, SEC filings, SAP, Access, Sarbanes-Oxley, Visio
Education
California State Polytechnic University-Pomona 2000 — 2004
BS
Southern California Edison May 2013 - Present
Southern California Edison May 2011 - April 2013
Moss Adams LLP August 2006 - April 2011
Department of Defense (DoD) - Defense Contract Audit Agency (DCAA) May 2005 - August 2006
Cathay Bank November 2000 - April 2005
Skills
Internal Audit, Internal Controls, Auditing, CPA, Sarbanes-Oxley Act, Analysis, Risk Assessment, Due Diligence, SEC filings, SAP, Access, Sarbanes-Oxley, Visio
Education
California State Polytechnic University-Pomona 2000 — 2004
BS
Richard Rose's Moss Adams LLP Experience June 2008 - September 2012
Job CFO at Fresh Consulting
Industry Accounting
Experience
Fresh Consulting September 2012 - Present
Moss Adams LLP June 2008 - September 2012
Skills
GAAP, Internal Controls, US GAAP, Auditing, Financial Reporting, Accounting, Financial Accounting, CPA, Assurance, Sarbanes-Oxley Act, External Audit, Revenue Recognition, Financial Analysis, Strategic Financial..., Compilation Of..., ITGC, Risk Assessment, Transfer Pricing, Sarbanes-Oxley, Financial Audits
Education
Brigham Young University
MAcc, Accounting
Fresh Consulting September 2012 - Present
Moss Adams LLP June 2008 - September 2012
Skills
GAAP, Internal Controls, US GAAP, Auditing, Financial Reporting, Accounting, Financial Accounting, CPA, Assurance, Sarbanes-Oxley Act, External Audit, Revenue Recognition, Financial Analysis, Strategic Financial..., Compilation Of..., ITGC, Risk Assessment, Transfer Pricing, Sarbanes-Oxley, Financial Audits
Education
Brigham Young University
MAcc, Accounting
Corey Mendelsohn's Moss Adams LLP Experience June 2014 - July 2015
Job Assurance Associate at Moss Adams LLP
Industry Higher Education
Experience
Moss Adams LLP June 2014 - July 2015
UC Davis April 2012 - June 2013
Mediterraneo Design Build November 2010 - June 2011
Central Coast Ambulance January 2009 - November 2010
Santa Cruz City Schools August 2007 - November 2007
Skills
Financial Accounting, WIndows and Mac OS, Public Speaking, Emerging Technologies, Microsoft Office Suite, Microsoft Excel, Time Management, Team Leadership, Mobile Technology, Microsoft Word
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Advanced Accounting Proficiency
UC Davis 2011 — 2013
A.B.
Cabrillo College 2007 — 2011
AA
Harbor High School 2003 — 2007
Moss Adams LLP June 2014 - July 2015
UC Davis April 2012 - June 2013
Mediterraneo Design Build November 2010 - June 2011
Central Coast Ambulance January 2009 - November 2010
Santa Cruz City Schools August 2007 - November 2007
Skills
Financial Accounting, WIndows and Mac OS, Public Speaking, Emerging Technologies, Microsoft Office Suite, Microsoft Excel, Time Management, Team Leadership, Mobile Technology, Microsoft Word
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Advanced Accounting Proficiency
UC Davis 2011 — 2013
A.B.
Cabrillo College 2007 — 2011
AA
Harbor High School 2003 — 2007
Andrea Lewellen's Moss Adams LLP Experience March 2010 - Present
Job Creative Services Manager at Moss Adams LLP
Industry Marketing and Advertising
Experience
Moss Adams LLP March 2010 - Present
Publicis 2005 - 2008
Publicis 2000 - 2005
Publicis 1998 - 2000
Publicis 1996 - 1998
Skills
Online Advertising, Advertising, Marketing Communications, Creative Strategy, Management, Market Research, Content Management, Marketing, Leadership, Brand Management, Account Management, Creative Direction, CRM
Education
California Lutheran University 1990 — 1994
B.A., Business Administration
Moss Adams LLP March 2010 - Present
Publicis 2005 - 2008
Publicis 2000 - 2005
Publicis 1998 - 2000
Publicis 1996 - 1998
Skills
Online Advertising, Advertising, Marketing Communications, Creative Strategy, Management, Market Research, Content Management, Marketing, Leadership, Brand Management, Account Management, Creative Direction, CRM
Education
California Lutheran University 1990 — 1994
B.A., Business Administration
Shannan Gardner's Moss Adams LLP Experience 2007 - Present
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 2007 - Present
Deloitte September 1995 - January 2007
Education
California State Polytechnic University-Pomona 1991 — 2005
Moss Adams LLP 2007 - Present
Deloitte September 1995 - January 2007
Education
California State Polytechnic University-Pomona 1991 — 2005
Patrick DeLong's Moss Adams LLP Experience 1992 - 1994
Job President and CEO at Crimson Wine Group, Ltd.
Industry Wine and Spirits
Experience
Crimson Wine Group January 2015 - Present
Crimson Wine Group, Ltd. 2007 - Present
Francis Ford Coppola Presents 2006 - 2007
Constellation Brands, Inc. 2004 - 2006
Robert Mondavi Corp 1998 - 2004
Carnival Corporation 1994 - 1997
Moss Adams LLP 1992 - 1994
Deloitte & Touche 1989 - 1994
Skills
Wine Tasting, Wine, Forecasting, Wineries, Pricing, Strategic Planning, Marketing Strategy, Food & Beverage, Winemaking, Food, Alcoholic Beverages, Budgets, Brand Management, Marketing, Sales
Education
University of Michigan 2002 — 2002
Strategic Planning
Seattle University 1996 — 1997
Post Graduate Studies, Applied Economics - Masters Priogram
California Polytechnic State University-San Luis Obispo 1987 — 1989
Bachelor of Science, Business Finance & Accounting
Crimson Wine Group January 2015 - Present
Crimson Wine Group, Ltd. 2007 - Present
Francis Ford Coppola Presents 2006 - 2007
Constellation Brands, Inc. 2004 - 2006
Robert Mondavi Corp 1998 - 2004
Carnival Corporation 1994 - 1997
Moss Adams LLP 1992 - 1994
Deloitte & Touche 1989 - 1994
Skills
Wine Tasting, Wine, Forecasting, Wineries, Pricing, Strategic Planning, Marketing Strategy, Food & Beverage, Winemaking, Food, Alcoholic Beverages, Budgets, Brand Management, Marketing, Sales
Education
University of Michigan 2002 — 2002
Strategic Planning
Seattle University 1996 — 1997
Post Graduate Studies, Applied Economics - Masters Priogram
California Polytechnic State University-San Luis Obispo 1987 — 1989
Bachelor of Science, Business Finance & Accounting
Ann Towne's Moss Adams LLP Experience January 2014 - Present
Job Senior Project Leader, Financial Reporting and Analysis (National Office Finance Group) at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2013 - December 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) September 2010 - December 2012
Mohler, Nixon & Williams December 2005 - September 2010
Arcturus Bioscience February 2002 - December 2005
HAL Computer Systems February 1996 - August 2001
Network Computing Devices, Inc. February 1993 - February 1996
KPMG August 1988 - February 1993
Skills
Finance, Management, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, SEC filings, Analysis
Education
California Polytechnic State University-San Luis Obispo
BS, Business (Finance & Accounting)
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2013 - December 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) September 2010 - December 2012
Mohler, Nixon & Williams December 2005 - September 2010
Arcturus Bioscience February 2002 - December 2005
HAL Computer Systems February 1996 - August 2001
Network Computing Devices, Inc. February 1993 - February 1996
KPMG August 1988 - February 1993
Skills
Finance, Management, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, SEC filings, Analysis
Education
California Polytechnic State University-San Luis Obispo
BS, Business (Finance & Accounting)
Tiffany Blair CPA/ABV's Moss Adams LLP Experience January 2008 - February 2011
Job Controller at InShape Health Clubs
Industry Health, Wellness and Fitness
Experience
In-Shape Health Clubs April 2013 - Present
In-Shape Health Clubs December 2012 - April 2013
In-Shape Health Clubs January 2011 - December 2012
Moss Adams LLP January 2008 - February 2011
Moss Adams LLP August 2003 - December 2007
Skills
Financial Reporting, Strategic Planning, GAAP, Accounting, Financial Analysis, Mergers & Acquisitions, Assurance, Valuation, Internal Controls, Financial Accounting, Management, CPA, Financial Statements, Auditing, US GAAP, Microsoft Excel, Leadership, Finance, Budgets, General Ledger, Business Valuation
Education
California State University Stanislaus 2001 — 2003
BS, Business Admin - Accounting
California State University-Stanislaus 2001 — 2003
Accounting
Columbia College 1999 — 2001
AS, Business Admin - Accounting
In-Shape Health Clubs April 2013 - Present
In-Shape Health Clubs December 2012 - April 2013
In-Shape Health Clubs January 2011 - December 2012
Moss Adams LLP January 2008 - February 2011
Moss Adams LLP August 2003 - December 2007
Skills
Financial Reporting, Strategic Planning, GAAP, Accounting, Financial Analysis, Mergers & Acquisitions, Assurance, Valuation, Internal Controls, Financial Accounting, Management, CPA, Financial Statements, Auditing, US GAAP, Microsoft Excel, Leadership, Finance, Budgets, General Ledger, Business Valuation
Education
California State University Stanislaus 2001 — 2003
BS, Business Admin - Accounting
California State University-Stanislaus 2001 — 2003
Accounting
Columbia College 1999 — 2001
AS, Business Admin - Accounting
Randy Churchill's Moss Adams LLP Experience September 2007 - Present
Job Director at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
Washington Mutual November 1989 - July 2006
Deloitte May 1981 - November 1989
Education
Brigham Young University 1976 — 1981
Master of Accountancy (Specialization: Tax), Accounting/Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Economics
Golden Gate University
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
Washington Mutual November 1989 - July 2006
Deloitte May 1981 - November 1989
Education
Brigham Young University 1976 — 1981
Master of Accountancy (Specialization: Tax), Accounting/Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Economics
Golden Gate University
Jason Duce's Moss Adams LLP Experience January 2009 - March 2009
Job PRCN
Industry Accounting
Experience
Presbyterian Retirement Communities Northwest June 2013 - Present
Emeritus December 2009 - June 2013
Moss Adams LLP January 2009 - March 2009
Skills
General Ledger, Fixed Assets, Accounting, Financial Reporting, Accruals, Account Reconciliation, Great Plains Software, Financial Statements, Depreciation, Variance Analysis, Journal Entries, Auditing, Financial Accounting, Bank Reconciliation, Revenue Recognition, GAAP
Education
Brigham Young University - Idaho 2002 — 2009
Bachelors, Accounting
Presbyterian Retirement Communities Northwest June 2013 - Present
Emeritus December 2009 - June 2013
Moss Adams LLP January 2009 - March 2009
Skills
General Ledger, Fixed Assets, Accounting, Financial Reporting, Accruals, Account Reconciliation, Great Plains Software, Financial Statements, Depreciation, Variance Analysis, Journal Entries, Auditing, Financial Accounting, Bank Reconciliation, Revenue Recognition, GAAP
Education
Brigham Young University - Idaho 2002 — 2009
Bachelors, Accounting
Randy Churchill's Moss Adams LLP Experience September 2007 - Present
Job Adjunct Faculty Member at Golden Gate University
Industry Accounting
Experience
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
RSM McGladrey December 2006 - September 2007
Washington Mutual November 1989 - July 2006
Deloitte & Touche May 1981 - November 1989
Arthur Andersen & Co. January 1980 - April 1980
Education
Brigham Young University 1978 — 1981
Masters of Accountancy, Specialization: Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Business, Economics
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
RSM McGladrey December 2006 - September 2007
Washington Mutual November 1989 - July 2006
Deloitte & Touche May 1981 - November 1989
Arthur Andersen & Co. January 1980 - April 1980
Education
Brigham Young University 1978 — 1981
Masters of Accountancy, Specialization: Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Business, Economics
Mark Humbert, CPA's Moss Adams LLP Experience July 2015 - Present
Job Assurance / Audit Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2015 - Present
Grant Thornton LLP August 2014 - July 2015
Grant Thornton LLP October 2010 - July 2014
The Accend Group March 2008 - October 2010
PwC June 2008 - August 2008
LDS Business College January 2007 - April 2007
APX Alarm Security Solutions Inc. April 2006 - December 2006
Vita-Mix Corporation November 2004 - June 2005
Skills
CPA, US GAAP, GAAP, SEC filings, Revenue Recognition, Internal Controls, QuickBooks, Microsoft Excel, Microsoft Office, Start-up Consulting, SOX 404, Auditing, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Assurance, Financial Audits
Education
Brigham Young University 2007 — 2010
Master of Accountancy, Professional Accounting
LDS Business College 2005 — 2007
Associates in Applied Science, Accounting; Associate in Business, General Accounting & Business
Moss Adams LLP July 2015 - Present
Grant Thornton LLP August 2014 - July 2015
Grant Thornton LLP October 2010 - July 2014
The Accend Group March 2008 - October 2010
PwC June 2008 - August 2008
LDS Business College January 2007 - April 2007
APX Alarm Security Solutions Inc. April 2006 - December 2006
Vita-Mix Corporation November 2004 - June 2005
Skills
CPA, US GAAP, GAAP, SEC filings, Revenue Recognition, Internal Controls, QuickBooks, Microsoft Excel, Microsoft Office, Start-up Consulting, SOX 404, Auditing, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Assurance, Financial Audits
Education
Brigham Young University 2007 — 2010
Master of Accountancy, Professional Accounting
LDS Business College 2005 — 2007
Associates in Applied Science, Accounting; Associate in Business, General Accounting & Business
Anne Cossentine's Moss Adams LLP Experience January 2007 - March 2010
Job Assistant Controller at Claremont University Consortium
Industry Accounting
Experience
Claremont University Consortium April 2015 - Present
California Lutheran University February 2011 - April 2015
Regency Lighting April 2010 - February 2011
Moss Adams LLP January 2007 - March 2010
Cal State Northridge 2005 - 2005
The Cheesecake Factory 2000 - 2001
Health Net 1997 - 2000
Skills
Audit, Trusts, Financial Reporting, Excel, Financial Analysis, PowerPoint, Auditing, Quickbooks, Word, Budgeting, Microsoft Office, Non-profits, Financial Planning, Accounting, Income Tax, Customer Service, Fixed Assets, Process Improvement, Microsoft Word, Tax, QuickBooks, Payroll, Microsoft Excel, Accounts Receivable, Financial Accounting, Budgets, Strategic Financial..., Account Reconciliation, Tax Preparation, Accruals, CPA, Internal Audit, Financial Modeling, SEC filings, Analysis, Accounts Payable, Human Resources, US GAAP, Investments, Corporate Tax, General Ledger, Financial Statements, Bookkeeping, Cash Flow Forecasting, Corporate Finance, Cash Flow, Asset Management, Outlook, Finance, Internal Controls
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.980
California State University-Northridge 2004 — 2006
Bachelor of Science (BS), Accountancy & Business Management
Claremont University Consortium April 2015 - Present
California Lutheran University February 2011 - April 2015
Regency Lighting April 2010 - February 2011
Moss Adams LLP January 2007 - March 2010
Cal State Northridge 2005 - 2005
The Cheesecake Factory 2000 - 2001
Health Net 1997 - 2000
Skills
Audit, Trusts, Financial Reporting, Excel, Financial Analysis, PowerPoint, Auditing, Quickbooks, Word, Budgeting, Microsoft Office, Non-profits, Financial Planning, Accounting, Income Tax, Customer Service, Fixed Assets, Process Improvement, Microsoft Word, Tax, QuickBooks, Payroll, Microsoft Excel, Accounts Receivable, Financial Accounting, Budgets, Strategic Financial..., Account Reconciliation, Tax Preparation, Accruals, CPA, Internal Audit, Financial Modeling, SEC filings, Analysis, Accounts Payable, Human Resources, US GAAP, Investments, Corporate Tax, General Ledger, Financial Statements, Bookkeeping, Cash Flow Forecasting, Corporate Finance, Cash Flow, Asset Management, Outlook, Finance, Internal Controls
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.980
California State University-Northridge 2004 — 2006
Bachelor of Science (BS), Accountancy & Business Management
Cody Marshall's Moss Adams LLP Experience August 2013 - Present
Job Business Valuation at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2013 - Present
Nike May 2012 - June 2013
Ernst & Young January 2010 - May 2012
Education
Brigham Young University
Master of Accountancy
Moss Adams LLP August 2013 - Present
Nike May 2012 - June 2013
Ernst & Young January 2010 - May 2012
Education
Brigham Young University
Master of Accountancy
Bryan Wilson's Moss Adams LLP Experience 2007 - 2009
Job Field Engineer at Butier Engineering
Industry Construction
Experience
Butier Engineering 2014 - Present
Encore Tax Consulting Services, Inc. 2011 - 2014
Moss Adams LLP 2007 - 2009
Bedford Cost Segregation, LLC 2005 - 2007
RSM McGladrey, Inc 2004 - 2005
Moss Adams LLP 2002 - 2004
Arthur Andersen LLP 2001 - 2002
KPMG 1997 - 2001
Butier Engineering 1996 - 1997
Skills
Leadership, Strategic Planning, Project Management, Accounting, Financial Analysis, Budgets, Microsoft Excel, Management
Education
California State Polytechnic University-Pomona 1991 — 2000
BS, Construction Engineering
California State Polytechnic University-Pomona 1991 — 2000
Bachelor's degree, Construction Engineering
Butier Engineering 2014 - Present
Encore Tax Consulting Services, Inc. 2011 - 2014
Moss Adams LLP 2007 - 2009
Bedford Cost Segregation, LLC 2005 - 2007
RSM McGladrey, Inc 2004 - 2005
Moss Adams LLP 2002 - 2004
Arthur Andersen LLP 2001 - 2002
KPMG 1997 - 2001
Butier Engineering 1996 - 1997
Skills
Leadership, Strategic Planning, Project Management, Accounting, Financial Analysis, Budgets, Microsoft Excel, Management
Education
California State Polytechnic University-Pomona 1991 — 2000
BS, Construction Engineering
California State Polytechnic University-Pomona 1991 — 2000
Bachelor's degree, Construction Engineering
Edgar Llamas, PMP's Moss Adams LLP Experience January 2008 - September 2011
Job Sr. Program Manager at Honeywell
Industry Program Development
Experience
Honeywell January 2011 - Present
Moss Adams LLP January 2008 - September 2011
Bedford Capital Consulting January 2007 - January 2008
Sempra Energy (So Cal Gas Company) August 2005 - January 2007
University of Southern California December 2002 - August 2005
KMA Consulting (HVAC) May 2001 - October 2002
The Boeing Company (4 Summers) June 1996 - September 1999
Skills
Project Management, Engineering, Construction, Analysis, Energy, Program Management, Management, Budgets, HVAC, Commissioning, Facilities Management, Energy Management, Energy Conservation, Energy Efficiency
Education
California State Polytechnic University-Pomona 1995 — 2000
BSME, Mechanical Engineer
Honeywell January 2011 - Present
Moss Adams LLP January 2008 - September 2011
Bedford Capital Consulting January 2007 - January 2008
Sempra Energy (So Cal Gas Company) August 2005 - January 2007
University of Southern California December 2002 - August 2005
KMA Consulting (HVAC) May 2001 - October 2002
The Boeing Company (4 Summers) June 1996 - September 1999
Skills
Project Management, Engineering, Construction, Analysis, Energy, Program Management, Management, Budgets, HVAC, Commissioning, Facilities Management, Energy Management, Energy Conservation, Energy Efficiency
Education
California State Polytechnic University-Pomona 1995 — 2000
BSME, Mechanical Engineer
Eric Syphus's Moss Adams LLP Experience July 2011 - March 2012
Job Commercial Real Estate
Industry Banking
Experience
Zions First National Bank May 2015 - Present
Zion's First National Bank July 2013 - Present
ING Financial Partners June 2012 - July 2013
Moss Adams LLP July 2011 - March 2012
A+ Pest Control April 2009 - August 2010
The Church of Jesus Christ of Latter-day Saints September 2005 - October 2007
Skills
Excel, Customer Relations, Writing, Prosystems Tax Software, Pfx Engagement Software, Access, Accounting, Analysis, Budgets, Customer Service, Data Analysis, Financial Analysis, Financial Reporting, Leadership, Management, Microsoft Excel, Sales
Education
Brigham Young University 2004 — 2011
Bachelor of Science (B.S.), Accounting
Zions First National Bank May 2015 - Present
Zion's First National Bank July 2013 - Present
ING Financial Partners June 2012 - July 2013
Moss Adams LLP July 2011 - March 2012
A+ Pest Control April 2009 - August 2010
The Church of Jesus Christ of Latter-day Saints September 2005 - October 2007
Skills
Excel, Customer Relations, Writing, Prosystems Tax Software, Pfx Engagement Software, Access, Accounting, Analysis, Budgets, Customer Service, Data Analysis, Financial Analysis, Financial Reporting, Leadership, Management, Microsoft Excel, Sales
Education
Brigham Young University 2004 — 2011
Bachelor of Science (B.S.), Accounting
Aaron Hamilton, CPA's Moss Adams LLP Experience August 2012 - Present
Job Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2012 - Present
ImSAR, LLC February 2011 - September 2012
Skills
Internal Controls, Financial Reporting, Accounting, Financial Accounting, Auditing, Financial Analysis, Financial Statements, GAAP, Internal Audit
Education
Brigham Young University 2007 — 2012
Master's degree, Accounting
Moss Adams LLP August 2012 - Present
ImSAR, LLC February 2011 - September 2012
Skills
Internal Controls, Financial Reporting, Accounting, Financial Accounting, Auditing, Financial Analysis, Financial Statements, GAAP, Internal Audit
Education
Brigham Young University 2007 — 2012
Master's degree, Accounting
BJ Elliott's Moss Adams LLP Experience July 2014 - Present
Job Audit Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP September 2012 - June 2013
University of Idaho August 2011 - May 2012
BYU-Idaho January 2008 - July 2011
Richey May & Co., LLP January 2011 - April 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Microsoft Office, Customer Service
Education
University of Idaho 2011 — 2012
Master, Accounting
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science (B.S.), Accounting
Moss Adams LLP July 2014 - Present
Moss Adams LLP September 2012 - June 2013
University of Idaho August 2011 - May 2012
BYU-Idaho January 2008 - July 2011
Richey May & Co., LLP January 2011 - April 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Microsoft Office, Customer Service
Education
University of Idaho 2011 — 2012
Master, Accounting
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science (B.S.), Accounting
ANDI CHEN, CPA, MBA's Moss Adams LLP Experience January 2005 - February 2012
Job CEO at Outsourced Controller and Bookkeeping Services
Industry Accounting
Experience
Andi Chen, CPA & Co. dba Outsourced Controller and Bookkeeping Services June 2012 - Present
Chen Investment Group May 2012 - Present
Athens Services Inc. February 2012 - June 2012
Moss Adams LLP January 2005 - February 2012
The Walt Disney Company January 2000 - December 2004
Skills
Accounting, GAAP, CPA, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, SEC filings, Financial Accounting, QuickBooks, General Ledger, Revenue Recognition, Financial Analysis, Tax, Assurance, Corporate Tax, External Audit, Tax Preparation, Tax Accounting, Internal Audit, Fixed Assets, Income Tax, IFRS
Education
California State University-Los Angeles 2001 — 2002
Master, Master of Business Administration
California State Polytechnic University-Pomona 1996 — 2000
Bachelor of Science, Accounting
Andi Chen, CPA & Co. dba Outsourced Controller and Bookkeeping Services June 2012 - Present
Chen Investment Group May 2012 - Present
Athens Services Inc. February 2012 - June 2012
Moss Adams LLP January 2005 - February 2012
The Walt Disney Company January 2000 - December 2004
Skills
Accounting, GAAP, CPA, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, SEC filings, Financial Accounting, QuickBooks, General Ledger, Revenue Recognition, Financial Analysis, Tax, Assurance, Corporate Tax, External Audit, Tax Preparation, Tax Accounting, Internal Audit, Fixed Assets, Income Tax, IFRS
Education
California State University-Los Angeles 2001 — 2002
Master, Master of Business Administration
California State Polytechnic University-Pomona 1996 — 2000
Bachelor of Science, Accounting
Eric Farmer's Moss Adams LLP Experience June 2007 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2007 - Present
Brigham Young University 2004 - 2007
Skills
Tax, Corporate Tax, Tax Preparation, Income Tax, Accounting, Tax Accounting, Tax Research, CPA, Financial Accounting, Financial Analysis
Education
Brigham Young University 2000 — 2007
MAcc, Taxation
Moss Adams LLP June 2007 - Present
Brigham Young University 2004 - 2007
Skills
Tax, Corporate Tax, Tax Preparation, Income Tax, Accounting, Tax Accounting, Tax Research, CPA, Financial Accounting, Financial Analysis
Education
Brigham Young University 2000 — 2007
MAcc, Taxation
Frank Lionetti's Moss Adams LLP Experience July 2012 - Present
Job Senior Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2012 - Present
Kamdar & Co. April 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Accounting, Microsoft Word, PowerPoint, Corporate Tax
Education
Brigham Young University 2006 — 2012
Master's Degree, Taxation
Moss Adams LLP July 2012 - Present
Kamdar & Co. April 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Accounting, Microsoft Word, PowerPoint, Corporate Tax
Education
Brigham Young University 2006 — 2012
Master's Degree, Taxation
Ben Jensen, CPA's Moss Adams LLP Experience May 2011 - July 2012
Job CFO
Industry Accounting
Experience
Orchard-Rite April 2015 - Present
CliftonLarsonAllen October 2014 - April 2015
CliftonLarsonAllen July 2012 - October 2014
Moss Adams LLP May 2011 - July 2012
Moss Adams LLP September 2009 - May 2011
Security One International, Inc. January 2007 - September 2009
Pinnacle Security February 2006 - December 2006
Brigham Young University August 2004 - February 2006
Skills
Tax Preparation, Accounting, Income Tax, Financial Planning, Business Succession..., Income Tax Planning, Farm accounting, CPA, Corporate Tax, Auditing, Tax Accounting, GAAP
Education
Brigham Young University 2001 — 2009
MAcc, Accounting
Othello High School 1997 — 2001
Orchard-Rite April 2015 - Present
CliftonLarsonAllen October 2014 - April 2015
CliftonLarsonAllen July 2012 - October 2014
Moss Adams LLP May 2011 - July 2012
Moss Adams LLP September 2009 - May 2011
Security One International, Inc. January 2007 - September 2009
Pinnacle Security February 2006 - December 2006
Brigham Young University August 2004 - February 2006
Skills
Tax Preparation, Accounting, Income Tax, Financial Planning, Business Succession..., Income Tax Planning, Farm accounting, CPA, Corporate Tax, Auditing, Tax Accounting, GAAP
Education
Brigham Young University 2001 — 2009
MAcc, Accounting
Othello High School 1997 — 2001
Brian Erbe's Moss Adams LLP Experience January 2014 - Present
Job Business Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
PwC January 2013 - April 2013
BYU-Idaho August 2010 - October 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Microsoft Word, Auditing, Public Speaking, Accounting, Teamwork, QuickBooks
Education
Brigham Young University - Idaho 2007 — 2013
Bachelors of Science, Accounting
Moss Adams LLP January 2014 - Present
PwC January 2013 - April 2013
BYU-Idaho August 2010 - October 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Microsoft Word, Auditing, Public Speaking, Accounting, Teamwork, QuickBooks
Education
Brigham Young University - Idaho 2007 — 2013
Bachelors of Science, Accounting
Bryan Yang's Moss Adams LLP Experience July 2014 - Present
Job Assurance Services Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP June 2013 - August 2013
Cal Poly State University January 2013 - March 2013
Moss Adams LLP June 2012 - August 2012
Cal Poly State University April 2012 - May 2012
Boston Scientific June 2011 - September 2011
LAMV Pony Baseball June 2010 - August 2010
All Star Baseball Academy June 2008 - August 2009
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
M.S.A., Financial Accounting
California Polytechnic State University-San Luis Obispo 2009 — 2012
B.S. Business Administration, Accounting
Moss Adams LLP July 2014 - Present
Moss Adams LLP June 2013 - August 2013
Cal Poly State University January 2013 - March 2013
Moss Adams LLP June 2012 - August 2012
Cal Poly State University April 2012 - May 2012
Boston Scientific June 2011 - September 2011
LAMV Pony Baseball June 2010 - August 2010
All Star Baseball Academy June 2008 - August 2009
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
M.S.A., Financial Accounting
California Polytechnic State University-San Luis Obispo 2009 — 2012
B.S. Business Administration, Accounting
Celeste Gray, CPA, CGMA's Moss Adams LLP Experience June 2002 - October 2003
Job Partner at Gray & Harasym, LLP
Industry Accounting
Experience
Gray & Harasym, LLP January 2011 - Present
Radakovich, Shaw & Blythe September 2006 - December 2010
Glenn Burdette October 2003 - September 2006
Moss Adams LLP June 2002 - October 2003
Skills
CPA, Financial Reporting, Tax, Accounting, Income Tax, Tax Preparation, Tax Returns, Corporate Tax, Start-ups, Tax Research, Bookkeeping, Partnership Taxation, QuickBooks
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Accounting, Accounting/Taxation
Golden Gate University
Master's degree, Tax Law/Taxation
Gray & Harasym, LLP January 2011 - Present
Radakovich, Shaw & Blythe September 2006 - December 2010
Glenn Burdette October 2003 - September 2006
Moss Adams LLP June 2002 - October 2003
Skills
CPA, Financial Reporting, Tax, Accounting, Income Tax, Tax Preparation, Tax Returns, Corporate Tax, Start-ups, Tax Research, Bookkeeping, Partnership Taxation, QuickBooks
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Accounting, Accounting/Taxation
Golden Gate University
Master's degree, Tax Law/Taxation
Aaron Steiger's Moss Adams LLP Experience December 2011 - Present
Job Senior Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP December 2011 - Present
Skills
CPA, Accounting
Education
California Baptist University 2007 — 2011
Bachelor of Science (BS), Accounting
Moss Adams LLP December 2011 - Present
Skills
CPA, Accounting
Education
California Baptist University 2007 — 2011
Bachelor of Science (BS), Accounting
David Rulon's Moss Adams LLP Experience October 2003 - April 2004
Job Sr. Director Reporting and Analysis, Corporate Accounting at Microsoft
Industry Computer Software
Experience
Microsoft September 2015 - Present
Microsoft September 2014 - Present
Microsoft October 2011 - Present
Microsoft January 2006 - October 2011
The Walt Disney Company January 2005 - December 2005
Moss Adams LLP October 2003 - April 2004
Ernst & Young September 1997 - October 2003
Skills
Accounting, US GAAP, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Corporate Finance, Budgets, Treasury, Auditing, Financial Modeling, Analysis
Education
California State University Stanislaus
Bachelor of Science, Business Administration - Concentration Accounting
Microsoft September 2015 - Present
Microsoft September 2014 - Present
Microsoft October 2011 - Present
Microsoft January 2006 - October 2011
The Walt Disney Company January 2005 - December 2005
Moss Adams LLP October 2003 - April 2004
Ernst & Young September 1997 - October 2003
Skills
Accounting, US GAAP, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Corporate Finance, Budgets, Treasury, Auditing, Financial Modeling, Analysis
Education
California State University Stanislaus
Bachelor of Science, Business Administration - Concentration Accounting
Trisha Layton's Moss Adams LLP Experience June 2011 - May 2013
Job StayatHome Mother
Industry Individual & Family Services
Experience
Moss Adams LLP June 2011 - May 2013
Tahitian Noni International September 2009 - April 2011
Education
Brigham Young University 2005 — 2009
BS, Marriage, Family, & Human Development
Moss Adams LLP June 2011 - May 2013
Tahitian Noni International September 2009 - April 2011
Education
Brigham Young University 2005 — 2009
BS, Marriage, Family, & Human Development
Jarett Jernigan's Moss Adams LLP Experience January 2014 - Present
Job Tax Staff Associate at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
RPR Partners, LLP May 2012 - January 2014
Cal State San Marcos January 2012 - May 2012
Skills
Accounting, Tax, Financial Reporting, Financial Accounting, Tax Preparation, QuickBooks, Account Reconciliation
Education
California State University-San Marcos 2011 — 2013
Bachelor of Science (BS), Accounting
San Pasqual High
Moss Adams LLP January 2014 - Present
RPR Partners, LLP May 2012 - January 2014
Cal State San Marcos January 2012 - May 2012
Skills
Accounting, Tax, Financial Reporting, Financial Accounting, Tax Preparation, QuickBooks, Account Reconciliation
Education
California State University-San Marcos 2011 — 2013
Bachelor of Science (BS), Accounting
San Pasqual High
Gina Carte's Moss Adams LLP Experience January 2005 - October 2011
Job Partner at Allen Wine Group LLP
Industry Wine and Spirits
Experience
Allen Wine Group LLP November 2011 - Present
Moss Adams LLP January 2005 - October 2011
Matson and Isom July 2003 - November 2004
Skills
Auditing, GAAP, Internal Controls, Financial Reporting, Accounting, Financial Accounting, CPA, Corporate Tax, Financial Statements, QuickBooks, US GAAP, Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2003
Bachelor of Science, Agricultural Business
Allen Wine Group LLP November 2011 - Present
Moss Adams LLP January 2005 - October 2011
Matson and Isom July 2003 - November 2004
Skills
Auditing, GAAP, Internal Controls, Financial Reporting, Accounting, Financial Accounting, CPA, Corporate Tax, Financial Statements, QuickBooks, US GAAP, Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2003
Bachelor of Science, Agricultural Business
Nicholas Klima's Moss Adams LLP Experience December 2013 - Present
Job Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP December 2013 - Present
EY September 2013 - December 2013
Brigham Young University January 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets
Education
Brigham Young University 2005 — 2013
Accounting, MSM-undergrad-Accounting
Brigham Young University 2005 — 2013
Bachelor of Science (BS), Accounting
Moss Adams LLP December 2013 - Present
EY September 2013 - December 2013
Brigham Young University January 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets
Education
Brigham Young University 2005 — 2013
Accounting, MSM-undergrad-Accounting
Brigham Young University 2005 — 2013
Bachelor of Science (BS), Accounting
Matt Hom's Moss Adams LLP Experience April 2012 - May 2014
Job Controller at School Innovations And Achievement
Industry Accounting
Experience
School Innovations And Achievement May 2014 - Present
Moss Adams LLP April 2012 - May 2014
Deloitte September 2008 - March 2012
Education
Brigham Young University 2004 — 2008
Bachelor's degree
Brigham Young University - Idaho 2004 — 2004
School Innovations And Achievement May 2014 - Present
Moss Adams LLP April 2012 - May 2014
Deloitte September 2008 - March 2012
Education
Brigham Young University 2004 — 2008
Bachelor's degree
Brigham Young University - Idaho 2004 — 2004
Tricia Morris's Moss Adams LLP Experience 2005 - 2007
Job CPA at Fitzpatrick Mckenzie PC
Industry Accounting
Experience
Fitzpatrick Mckenzie PC January 2014 - Present
Schiller & Company PC 2007 - 2012
Moss Adams LLP 2005 - 2007
Skills
Tax Preparation, GAAP, CPA, Tax Research, Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Tax Returns, Tax, S Corporations, Financial Statements, Internal Controls, General Ledger, ProSystem fx Tax
Education
Brigham Young University 1987 — 1991
BS, Accounting
Fitzpatrick Mckenzie PC January 2014 - Present
Schiller & Company PC 2007 - 2012
Moss Adams LLP 2005 - 2007
Skills
Tax Preparation, GAAP, CPA, Tax Research, Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Tax Returns, Tax, S Corporations, Financial Statements, Internal Controls, General Ledger, ProSystem fx Tax
Education
Brigham Young University 1987 — 1991
BS, Accounting
Jason Bach's Moss Adams LLP Experience June 2015 - Present
Job Tax Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - Present
Internal Revenue Service December 2014 - Present
Education
California State Polytechnic University-Pomona 2012 — 2016
Bachelor’s Degree, Accounting and Business/Management, Junior
Gabrielino High School
Moss Adams LLP June 2015 - Present
Internal Revenue Service December 2014 - Present
Education
California State Polytechnic University-Pomona 2012 — 2016
Bachelor’s Degree, Accounting and Business/Management, Junior
Gabrielino High School
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson
BDO Seidman