Naden/Lean, LLC
Industry: Company
DescriptionFounded: 1979
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Naden/Lean, LLC Employees
Employee
Years
Job
Industry
Alex Levin, CPA MBA Alex Levin, CPA MBA's Naden/Lean, LLC Experience June 1998 - May 2001
Job Sonco Worldwide
Industry Executive Office
Experience
Sonco Worldwide May 2015 - Present
Marlin Steel Wire Products, LLC August 2012 - Present
ASL Business & Tax Consulting Services, LLC July 2001 - Present
Adcor Industries, Inc and Subsidaries June 2001 - April 2012
Naden/Lean, LLC June 1998 - May 2001
Levin, Zwagil & Block, PA September 1988 - June 1998
Skills
Strategic Planning
Education
Loyola College in Maryland 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Baltimore 1975 — 1979
BS, Accounting
Sonco Worldwide May 2015 - Present
Marlin Steel Wire Products, LLC August 2012 - Present
ASL Business & Tax Consulting Services, LLC July 2001 - Present
Adcor Industries, Inc and Subsidaries June 2001 - April 2012
Naden/Lean, LLC June 1998 - May 2001
Levin, Zwagil & Block, PA September 1988 - June 1998
Skills
Strategic Planning
Education
Loyola College in Maryland 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Baltimore 1975 — 1979
BS, Accounting
Ayisha .Thompson Ayisha .Thompson's Naden/Lean, LLC Experience December 2014 - Present
Job Marketing Manager at Naden/Lean, LLC
Industry Marketing and Advertising
Experience
Naden/Lean, LLC December 2014 - Present
Standard Solar November 2012 - November 2014
Evolution Eye Agency September 2011 - November 2012
Verizon Wireless March 2010 - September 2011
Christopher Fischer October 2008 - January 2010
Barbara Berman Fashion Productions, September 2008 - December 2009
University of Maryland Eastern Shore May 2004 - May 2008
24/7 Marketing August 2006 - August 2007
Skills
Microsoft Office, Adobe Creative Suite, Brand Development, Public Relations, Event Marketing, Photoshop, Marketing, Email Marketing, E-commerce, Customer Service, Trade Shows, InDesign, Market Research, Sales, Event Planning, Public Speaking, Marketing Management, Event Management, Facebook, Direct Mail, New Business Development, Advertising, Social Media, Marketing Strategy
Education
University of Baltimore 2010 — 2013
MA, Publication Design
Fashion Institute of Technology 2006 — 2008
AAS, Advertising & Marketing Communications
University of Maryland Eastern Shore 2004 — 2008
BA, Business Administration and Management, General
Naden/Lean, LLC December 2014 - Present
Standard Solar November 2012 - November 2014
Evolution Eye Agency September 2011 - November 2012
Verizon Wireless March 2010 - September 2011
Christopher Fischer October 2008 - January 2010
Barbara Berman Fashion Productions, September 2008 - December 2009
University of Maryland Eastern Shore May 2004 - May 2008
24/7 Marketing August 2006 - August 2007
Skills
Microsoft Office, Adobe Creative Suite, Brand Development, Public Relations, Event Marketing, Photoshop, Marketing, Email Marketing, E-commerce, Customer Service, Trade Shows, InDesign, Market Research, Sales, Event Planning, Public Speaking, Marketing Management, Event Management, Facebook, Direct Mail, New Business Development, Advertising, Social Media, Marketing Strategy
Education
University of Baltimore 2010 — 2013
MA, Publication Design
Fashion Institute of Technology 2006 — 2008
AAS, Advertising & Marketing Communications
University of Maryland Eastern Shore 2004 — 2008
BA, Business Administration and Management, General
Christine Luongo Christine Luongo's Naden/Lean, LLC Experience June 2009 - July 2009
Job Marketing Associate JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Brown Advisory July 2009 - May 2014
Naden/Lean, LLC June 2009 - July 2009
Naden/Lean, LLC May 2008 - May 2009
Brown Advisory May 2008 - August 2008
Mercy Works of CNY January 2008 - May 2008
Skills
SEO, Materials Management, Database Administration, Email Marketing, Market Research, Marketing, SEM, Advertising, Analysis, Sales, Nonprofits, Salesforce.com, Competitive Analysis, Microsoft Office, Social Media, Marketing Strategy, Management, Event Planning, Marketing Communications, New Business Development, Strategic Planning, Business Development, Lead Generation, Mutual Funds
Education
Syracuse University 2005 — 2009
Marketing, Marketing
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Science (BS), Marketing
John Carroll 2001 — 2005
J.P. Morgan May 2014 - Present
Brown Advisory July 2009 - May 2014
Naden/Lean, LLC June 2009 - July 2009
Naden/Lean, LLC May 2008 - May 2009
Brown Advisory May 2008 - August 2008
Mercy Works of CNY January 2008 - May 2008
Skills
SEO, Materials Management, Database Administration, Email Marketing, Market Research, Marketing, SEM, Advertising, Analysis, Sales, Nonprofits, Salesforce.com, Competitive Analysis, Microsoft Office, Social Media, Marketing Strategy, Management, Event Planning, Marketing Communications, New Business Development, Strategic Planning, Business Development, Lead Generation, Mutual Funds
Education
Syracuse University 2005 — 2009
Marketing, Marketing
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Science (BS), Marketing
John Carroll 2001 — 2005
Scott Mattingly, CPA, CFP, CRPS Scott Mattingly, CPA, CFP, CRPS's Naden/Lean, LLC Experience September 2003 - October 2010
Job Mattingly & Associates
Industry Accounting
Experience
KatzAbosch, P.A. October 2010 - November 2013
Naden/Lean, LLC September 2003 - October 2010
Skills
Accounting, Tax, Financial Planners, Leadership, CPA, Tax Preparation, Income Tax, Real Estate, Auditing, Financial Reporting, GAAP, Corporate Tax, Private Equity
Education
Mount St. Mary's University 1994 — 1998
BS, Accounting
KatzAbosch, P.A. October 2010 - November 2013
Naden/Lean, LLC September 2003 - October 2010
Skills
Accounting, Tax, Financial Planners, Leadership, CPA, Tax Preparation, Income Tax, Real Estate, Auditing, Financial Reporting, GAAP, Corporate Tax, Private Equity
Education
Mount St. Mary's University 1994 — 1998
BS, Accounting
Kimberly Conlin, CPA Kimberly Conlin, CPA's Naden/Lean, LLC Experience June 2012 - Present
Job Manager at Naden/Lean, LLC
Industry Accounting
Experience
Naden/Lean, LLC June 2012 - Present
Link Communications, Ltd. March 2001 - April 2012
Mullen, Sondberg, Wimbish and Stone September 1998 - March 2001
Skills
CPA, Accounting, Cost Accounting, Auditing, Income Tax, Strategic Planning, Cash Flow Reporting, Capital Budgeting
Education
University of Maryland Baltimore County
Bachelor's degree, Economics
Naden/Lean, LLC June 2012 - Present
Link Communications, Ltd. March 2001 - April 2012
Mullen, Sondberg, Wimbish and Stone September 1998 - March 2001
Skills
CPA, Accounting, Cost Accounting, Auditing, Income Tax, Strategic Planning, Cash Flow Reporting, Capital Budgeting
Education
University of Maryland Baltimore County
Bachelor's degree, Economics
Ronald Wolfe's Naden/Lean, LLC Experience 2007 - 2009
Job Enrolled Agent, Accountant, and Tax Preparer
Industry Accounting
Experience
Wolfe Accounting and Tax, LLC 2010 - Present
Asher & Simons, P.A. February 2009 - October 2014
Naden/Lean, LLC 2007 - 2009
Anthony Judge & Ware 1997 - 2007
Great Oak 1989 - 1994
Great Oak Landing 1989 - 1994
Skills
Tax Return Preparation, Accounting, Payroll Processing, Tax Preparation, Sales Tax, Bookkeeping, Tax, Payroll, Preparation, Financial Planning, Tax Returns, Quickbooks, Income Tax, Payroll Taxes, Corporate Tax, Tax Compliance, Tax Accounting, Fixed Assets, General Ledger, Tax Services, Reconciliation, Account Reconciliation, Tax Research, Financial Accounting, Financial Reporting, Accounts Payable, IRS, Small Business, Auditing, Accounts Receivable, Partnership Taxation, Journal Entries, GAAP, Individual Taxation, Accruals, LLC, Financial Analysis, Budgeting, Non-profits, Accountants, Small Business..., Tax Law, Excel, Financial Statements, QuickBooks, Internal Controls, Tax Advisory, S Corporations, Balance, Peachtree
Education
Salisbury University - Perdue School of Business 1994 — 1996
BS, Accounting
Queen Anne's County High School 1975 — 1979
Diploma
Wolfe Accounting and Tax, LLC 2010 - Present
Asher & Simons, P.A. February 2009 - October 2014
Naden/Lean, LLC 2007 - 2009
Anthony Judge & Ware 1997 - 2007
Great Oak 1989 - 1994
Great Oak Landing 1989 - 1994
Skills
Tax Return Preparation, Accounting, Payroll Processing, Tax Preparation, Sales Tax, Bookkeeping, Tax, Payroll, Preparation, Financial Planning, Tax Returns, Quickbooks, Income Tax, Payroll Taxes, Corporate Tax, Tax Compliance, Tax Accounting, Fixed Assets, General Ledger, Tax Services, Reconciliation, Account Reconciliation, Tax Research, Financial Accounting, Financial Reporting, Accounts Payable, IRS, Small Business, Auditing, Accounts Receivable, Partnership Taxation, Journal Entries, GAAP, Individual Taxation, Accruals, LLC, Financial Analysis, Budgeting, Non-profits, Accountants, Small Business..., Tax Law, Excel, Financial Statements, QuickBooks, Internal Controls, Tax Advisory, S Corporations, Balance, Peachtree
Education
Salisbury University - Perdue School of Business 1994 — 1996
BS, Accounting
Queen Anne's County High School 1975 — 1979
Diploma
Keith Huebel, CPA's Naden/Lean, LLC Experience 1998 - 1999
Job Owner Huebel & Assoc CPA's, LLC; Vice Pres National Society of Tax Professionals
Industry Accounting
Experience
Huebel & Associates CPAs, LLC June 2004 - Present
National Society of Tax Professionals October 2012 - Present
Horan Capital Management January 2000 - June 2004
Naden/Lean, LLC 1998 - 1999
Skills
Tax, Financial Advisory, Retail, Attorneys, Restaurants, Sellers, Military, Tax Preparation, Income Tax, Accounting, Small Business, Tax Returns, QuickBooks, Tax Accounting, CPA, Partnership Taxation, Finance, Financial Analysis, Tax Law, Auditing, IRS, S Corporations, Financial Reporting, Financial Accounting, Trusts, Estate Tax Planning, General Ledger, Tax Research, Payroll Taxes, Mergers & Acquisitions, GAAP, Accounts Receivable, Business, Sales Tax, Management Consulting, Cash Flow, Business Development, Accounts Payable, Estate Planning, Payroll, Due Diligence, Account Reconciliation, Strategic Financial..., Bookkeeping, Managerial Finance, Accountants, Business Valuation, Retirement, Corporate Tax, Financial Planning
Education
University of Baltimore 1978 — 1981
Bachelor's degree, Accounting
Huebel & Associates CPAs, LLC June 2004 - Present
National Society of Tax Professionals October 2012 - Present
Horan Capital Management January 2000 - June 2004
Naden/Lean, LLC 1998 - 1999
Skills
Tax, Financial Advisory, Retail, Attorneys, Restaurants, Sellers, Military, Tax Preparation, Income Tax, Accounting, Small Business, Tax Returns, QuickBooks, Tax Accounting, CPA, Partnership Taxation, Finance, Financial Analysis, Tax Law, Auditing, IRS, S Corporations, Financial Reporting, Financial Accounting, Trusts, Estate Tax Planning, General Ledger, Tax Research, Payroll Taxes, Mergers & Acquisitions, GAAP, Accounts Receivable, Business, Sales Tax, Management Consulting, Cash Flow, Business Development, Accounts Payable, Estate Planning, Payroll, Due Diligence, Account Reconciliation, Strategic Financial..., Bookkeeping, Managerial Finance, Accountants, Business Valuation, Retirement, Corporate Tax, Financial Planning
Education
University of Baltimore 1978 — 1981
Bachelor's degree, Accounting
Dawn Ambrose Dawn Ambrose's Naden/Lean, LLC Experience August 2013 - Present
Job Financial Administrator at Naden/Lean, LLC
Industry Consumer Goods
Experience
Naden/Lean, LLC August 2013 - Present
Heated 4 U, LLC May 2012 - Present
Apex Tool Group, LLC October 2009 - August 2012
Fallston Supply 2005 - October 2009
Colwell North America 2004 - 2005
Ficep Corporation 2003 - 2004
Morris & Ritchie Associates, Inc. 1997 - 2003
Skills
Organization, Microsoft Excel, Process Improvement, Customer Service, Outlook, Budgets, Microsoft Word, Microsoft Office, Project Management, Management, PowerPoint, Eye for Details, Investigative Research, Customer Retention, Accounting, Account Reconciliation, Accounts Receivable, Forecasting, Purchasing, Pricing, Training, Cellular Communications, Strategic Planning
Education
Printing Industries of Maryland 2004 — 2004
Graphic Arts
Harford Community College 1995 — 2001
Associates, Business Management
Patterson Sr High 1981 — 1985
General Studies
Naden/Lean, LLC August 2013 - Present
Heated 4 U, LLC May 2012 - Present
Apex Tool Group, LLC October 2009 - August 2012
Fallston Supply 2005 - October 2009
Colwell North America 2004 - 2005
Ficep Corporation 2003 - 2004
Morris & Ritchie Associates, Inc. 1997 - 2003
Skills
Organization, Microsoft Excel, Process Improvement, Customer Service, Outlook, Budgets, Microsoft Word, Microsoft Office, Project Management, Management, PowerPoint, Eye for Details, Investigative Research, Customer Retention, Accounting, Account Reconciliation, Accounts Receivable, Forecasting, Purchasing, Pricing, Training, Cellular Communications, Strategic Planning
Education
Printing Industries of Maryland 2004 — 2004
Graphic Arts
Harford Community College 1995 — 2001
Associates, Business Management
Patterson Sr High 1981 — 1985
General Studies
Andrew Rose Andrew Rose's Naden/Lean, LLC Experience February 2003 - September 2014
Job Master of Making the Phone Ring at Zest Social Media Solutions LLC
Industry Accounting
Experience
Zest Social Media Solutions LLC September 2014 - Present
Naden/Lean, LLC February 2003 - September 2014
Custom Payroll April 2002 - February 2003
Paytime Payroll February 2001 - April 2002
Skills
Search Engine..., Content Development, New Business Development, Strategic Planning, Public Speaking, SEO, Positioning, Email Marketing, Ghost Hunting, SEM, Social Media Integration, Mentoring, Strategic Alliances, Professional Services..., Accounting Marketing, Twitter, LinkedIn, Facebook, Social Media Strategist, Marketing, Accounting, Services Marketing, Social Media Marketing, Thought Leadership, Digital Marketing, Integrated Marketing, Online Marketing, Budgets, Small Business, Social Media, Training, Strategy, Business Development, Marketing Strategy, Nonprofits, Start-ups, Direct Marketing, Lead Generation, Marketing Communications, Marketing Management, Business Strategy, Entrepreneurship, Legal Marketing, Sales, Content Marketing, Brand Management, Program Management, Strategic Partnerships, Networking, Brand Development
Education
Knox College 1990 — 1992
Bachelor of Arts (BA)
Union County College 1988 — 1990
PreSocratic Philosophy
East Carolina University
NPHS
Zest Social Media Solutions LLC September 2014 - Present
Naden/Lean, LLC February 2003 - September 2014
Custom Payroll April 2002 - February 2003
Paytime Payroll February 2001 - April 2002
Skills
Search Engine..., Content Development, New Business Development, Strategic Planning, Public Speaking, SEO, Positioning, Email Marketing, Ghost Hunting, SEM, Social Media Integration, Mentoring, Strategic Alliances, Professional Services..., Accounting Marketing, Twitter, LinkedIn, Facebook, Social Media Strategist, Marketing, Accounting, Services Marketing, Social Media Marketing, Thought Leadership, Digital Marketing, Integrated Marketing, Online Marketing, Budgets, Small Business, Social Media, Training, Strategy, Business Development, Marketing Strategy, Nonprofits, Start-ups, Direct Marketing, Lead Generation, Marketing Communications, Marketing Management, Business Strategy, Entrepreneurship, Legal Marketing, Sales, Content Marketing, Brand Management, Program Management, Strategic Partnerships, Networking, Brand Development
Education
Knox College 1990 — 1992
Bachelor of Arts (BA)
Union County College 1988 — 1990
PreSocratic Philosophy
East Carolina University
NPHS
Vera Roslyakova's Naden/Lean, LLC Experience January 2015 - Present
Job Staff Accountant at Naden/Lean, LLC
Industry Accounting
Experience
Naden/Lean, LLC January 2015 - Present
Air Command, INC. September 2013 - September 2014
Mangia Grill July 2010 - December 2011
Founder/English Tutor June 2008 - May 2010
Bank 2010 - 2010
Skills
Russian, Accounting, Finance, Economics, Microsoft Office, Microsoft Excel, Pivot Tables, Vlookup, PowerPoint, Tutoring, Receptionist Duties, Statistics, Strong team focus and..., Excellent problem...
Education
Howard Community College 2010 — 2013
Associate of Arts (AA), Accounting, 3.6
Tyumen State Academy of World Economics Management and Law (recognized by 2005 — 2010
Master's degree, World Economics/ Bachelor in Interpreting, 3.75
Naden/Lean, LLC January 2015 - Present
Air Command, INC. September 2013 - September 2014
Mangia Grill July 2010 - December 2011
Founder/English Tutor June 2008 - May 2010
Bank 2010 - 2010
Skills
Russian, Accounting, Finance, Economics, Microsoft Office, Microsoft Excel, Pivot Tables, Vlookup, PowerPoint, Tutoring, Receptionist Duties, Statistics, Strong team focus and..., Excellent problem...
Education
Howard Community College 2010 — 2013
Associate of Arts (AA), Accounting, 3.6
Tyumen State Academy of World Economics Management and Law (recognized by 2005 — 2010
Master's degree, World Economics/ Bachelor in Interpreting, 3.75
Susan Peck Susan Peck's Naden/Lean, LLC Experience August 2004 - May 2005
Job Controller/Office Manager at Norair Engineering Corp
Industry Construction
Experience
Norair Engineering Corp May 2005 - Present
AccuVision, Inc May 1998 - July 2011
Naden/Lean, LLC August 2004 - May 2005
AccuPoint - Precision Accounting June 2001 - August 2004
Bowman and Company, CPA May 1998 - May 2001
Accuvision, Inc July 1993 - May 1998
Skills
Financial Reporting, Budgeting, Job Costing, Timberline, Software Installation, Cost Analysis, Benefit Administration, Budgets, Sage, Account Reconciliation, Benefits Administration, Cost Benefit, Accounting, Accounts Payable, Payroll, Tax, Finance, Financial Statements, Auditing, Fixed Assets, GAAP, Cost Accounting, Bank Reconciliation, Accruals, Financial Accounting, Cash Management, Internal Controls
Education
Thiel College 1984 — 1988
B.A, Accounting & Business Administration
Potomac State College 1983 — 1984
Nursing
Keyser High School 1979 — 1983
High School Diploma
Norair Engineering Corp May 2005 - Present
AccuVision, Inc May 1998 - July 2011
Naden/Lean, LLC August 2004 - May 2005
AccuPoint - Precision Accounting June 2001 - August 2004
Bowman and Company, CPA May 1998 - May 2001
Accuvision, Inc July 1993 - May 1998
Skills
Financial Reporting, Budgeting, Job Costing, Timberline, Software Installation, Cost Analysis, Benefit Administration, Budgets, Sage, Account Reconciliation, Benefits Administration, Cost Benefit, Accounting, Accounts Payable, Payroll, Tax, Finance, Financial Statements, Auditing, Fixed Assets, GAAP, Cost Accounting, Bank Reconciliation, Accruals, Financial Accounting, Cash Management, Internal Controls
Education
Thiel College 1984 — 1988
B.A, Accounting & Business Administration
Potomac State College 1983 — 1984
Nursing
Keyser High School 1979 — 1983
High School Diploma
Bruce Caulk Bruce Caulk's Naden/Lean, LLC Experience January 2004 - Present
Job Partner at Naden/Lean, LLC bcaulk@nlgroup.com
Industry Accounting
Experience
Naden/Lean, LLC January 2004 - Present
Naden/Lean, LLC August 1999 - December 2003
Gary R Bozel & Associates, PA January 1990 - July 1999
Skills
Accounting, Bookkeeping, Reviews, Financial Forecasting, Financial Reporting, Auditing, Management Consulting, Tax, QuickBooks, Budget, Payroll, Budgets, Internal Controls, Income Tax, Tax Preparation, CPA, GAAP, Financial Analysis, Finance, Cash Flow, Fast Tax, Tax Accounting, Corporate Finance, Variable Interest...
Education
University of Baltimore Merrick School of Business 1989 — 1991
BS Accounting, Accounting
Naden/Lean, LLC January 2004 - Present
Naden/Lean, LLC August 1999 - December 2003
Gary R Bozel & Associates, PA January 1990 - July 1999
Skills
Accounting, Bookkeeping, Reviews, Financial Forecasting, Financial Reporting, Auditing, Management Consulting, Tax, QuickBooks, Budget, Payroll, Budgets, Internal Controls, Income Tax, Tax Preparation, CPA, GAAP, Financial Analysis, Finance, Cash Flow, Fast Tax, Tax Accounting, Corporate Finance, Variable Interest...
Education
University of Baltimore Merrick School of Business 1989 — 1991
BS Accounting, Accounting
Jordan Schwartz's Naden/Lean, LLC Experience June 2011 - September 2014
Job Marketing Specialist at GP Strategies Corporation
Industry Marketing and Advertising
Experience
GP Strategies Corporation July 2014 - Present
Naden/Lean, LLC June 2011 - September 2014
The Horizon Foundation June 2013 - September 2013
Pringle of Scotland January 2013 - May 2013
The Skipper Restaurant June 2012 - September 2012
Shafer Solutions May 2011 - September 2011
Forest Hill Swim & Tennis Club January 2009 - September 2011
Ann Taylor LOFT January 2010 - September 2010
Charm City Hospitality May 2009 - September 2009
Skills
Social Media, Public Relations, Marketing, Networking, Social Media Marketing, Email Marketing, Marketing Communications, Facebook, Event Planning, SEO, Lead Generation, Marketing Strategy, Google Analytics, Public Speaking, Microsoft Office, Press Releases, Newsletters, Blogging, Strategy, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Marketing
CAPA International Education in London, England 2013 — 2013
Marketing & Psychology
Centennial High School 2006 — 2010
High School
GP Strategies Corporation July 2014 - Present
Naden/Lean, LLC June 2011 - September 2014
The Horizon Foundation June 2013 - September 2013
Pringle of Scotland January 2013 - May 2013
The Skipper Restaurant June 2012 - September 2012
Shafer Solutions May 2011 - September 2011
Forest Hill Swim & Tennis Club January 2009 - September 2011
Ann Taylor LOFT January 2010 - September 2010
Charm City Hospitality May 2009 - September 2009
Skills
Social Media, Public Relations, Marketing, Networking, Social Media Marketing, Email Marketing, Marketing Communications, Facebook, Event Planning, SEO, Lead Generation, Marketing Strategy, Google Analytics, Public Speaking, Microsoft Office, Press Releases, Newsletters, Blogging, Strategy, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Marketing
CAPA International Education in London, England 2013 — 2013
Marketing & Psychology
Centennial High School 2006 — 2010
High School
Joshua Waller Joshua Waller's Naden/Lean, LLC Experience May 2015 - Present
Job Manager at Naden/Lean
Industry Accounting
Experience
Naden/Lean, LLC May 2015 - Present
Weyrich Cronin & Sorra Chartered October 2014 - May 2015
Bowman & Company CPA, PC August 2013 - October 2014
Swirnow Building Systems October 2012 - August 2013
Balance the Books May 2007 - April 2013
RxTrials June 2011 - October 2011
Mid-Atlantic Health Care, LLC February 2007 - January 2011
Sylvan Learning January 2006 - February 2007
Skills
Accounting, Financial Reporting, General Ledger, Accounts Payable, Account Reconciliation, Auditing, Accounts Receivable, Internal Controls, Financial Accounting, Financial Analysis, Variance Analysis, GAAP, Budgets, Fixed Assets, QuickBooks, Cost Accounting, Cash Flow, Financial Statements, Sarbanes-Oxley Act, Accruals, Tax Preparation, Tax, Bookkeeping, Income Tax, Bank Reconciliation
Education
Oglethorpe University 2001 — 2003
Master of Business Administration (MBA), Business Administration, Management and Operations
St. Joseph's University 1994 — 1998
Bachelor of Science (BS), Psychology
Naden/Lean, LLC May 2015 - Present
Weyrich Cronin & Sorra Chartered October 2014 - May 2015
Bowman & Company CPA, PC August 2013 - October 2014
Swirnow Building Systems October 2012 - August 2013
Balance the Books May 2007 - April 2013
RxTrials June 2011 - October 2011
Mid-Atlantic Health Care, LLC February 2007 - January 2011
Sylvan Learning January 2006 - February 2007
Skills
Accounting, Financial Reporting, General Ledger, Accounts Payable, Account Reconciliation, Auditing, Accounts Receivable, Internal Controls, Financial Accounting, Financial Analysis, Variance Analysis, GAAP, Budgets, Fixed Assets, QuickBooks, Cost Accounting, Cash Flow, Financial Statements, Sarbanes-Oxley Act, Accruals, Tax Preparation, Tax, Bookkeeping, Income Tax, Bank Reconciliation
Education
Oglethorpe University 2001 — 2003
Master of Business Administration (MBA), Business Administration, Management and Operations
St. Joseph's University 1994 — 1998
Bachelor of Science (BS), Psychology
Christina (Metcalf) Furtaw Christina (Metcalf) Furtaw's Naden/Lean, LLC Experience September 2008 - August 2009
Job Controller at American Crafts
Industry Consumer Goods
Experience
American Crafts August 2012 - Present
Mary Kay Cosmetics July 2001 - Present
BAE Systems February 2011 - May 2012
Naden/Lean, LLC September 2008 - August 2009
MMA Financial July 2003 - September 2007
Naden/Lean, LLC August 2001 - July 2003
Skills
US GAAP reporting, Microsoft Excel, Microsoft Word, QuickBooks, Oracle Applications, PeopleSoft, Query Writing, Data Mining, SEC filings, Sarbanes-Oxley Act, Sage MAS200, Account Reconciliation, General Ledger, Payroll, Accounting, Financial Statements, Auditing
Education
University of Baltimore 1999 — 2001
Bachelor of Science (B.S.), Accounting
Brigham Young University 1997 — 1999
Bachelor's degree, Elementary Education and Teaching
American Crafts August 2012 - Present
Mary Kay Cosmetics July 2001 - Present
BAE Systems February 2011 - May 2012
Naden/Lean, LLC September 2008 - August 2009
MMA Financial July 2003 - September 2007
Naden/Lean, LLC August 2001 - July 2003
Skills
US GAAP reporting, Microsoft Excel, Microsoft Word, QuickBooks, Oracle Applications, PeopleSoft, Query Writing, Data Mining, SEC filings, Sarbanes-Oxley Act, Sage MAS200, Account Reconciliation, General Ledger, Payroll, Accounting, Financial Statements, Auditing
Education
University of Baltimore 1999 — 2001
Bachelor of Science (B.S.), Accounting
Brigham Young University 1997 — 1999
Bachelor's degree, Elementary Education and Teaching
Todd D Borger, CPA's Naden/Lean, LLC Experience October 2014 - Present
Job Dental CPA
Industry Accounting
Experience
Naden/Lean, LLC October 2014 - Present
Wealth Builders CPA's & Consultants November 2013 - October 2014
Todd D Borger CPA May 2003 - October 2013
RS&F January 2013 - September 2013
Drake Software November 2006 - January 2013
Wargo Interior Systems June 2003 - June 2006
Shaffer & Associates, LLC December 1999 - June 2003
Skills
Microsoft Excel, QuickBooks, Financial Analysis, Financial Reporting, Accounting, Tax Preparation, Small Business, Tax, Microsoft Word, Software Documentation, Access, CPA, Customer Service, Tax Returns, Public Relations, PowerPoint, Account Management, Team Leadership, Training, Accounts Receivable, Microsoft Office, Strategic Planning, Income Tax, Outlook, Sales, HTML, Customer Satisfaction, Accounts Payable, General Ledger, Bookkeeping, Financial Statements, Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation
Education
Florida Atlantic University 2008 — 2016
Masters, Taxation, 3.445 GPA
Delaware Valley College 1993 — 1997
Bachelors, Business Administration
Naden/Lean, LLC October 2014 - Present
Wealth Builders CPA's & Consultants November 2013 - October 2014
Todd D Borger CPA May 2003 - October 2013
RS&F January 2013 - September 2013
Drake Software November 2006 - January 2013
Wargo Interior Systems June 2003 - June 2006
Shaffer & Associates, LLC December 1999 - June 2003
Skills
Microsoft Excel, QuickBooks, Financial Analysis, Financial Reporting, Accounting, Tax Preparation, Small Business, Tax, Microsoft Word, Software Documentation, Access, CPA, Customer Service, Tax Returns, Public Relations, PowerPoint, Account Management, Team Leadership, Training, Accounts Receivable, Microsoft Office, Strategic Planning, Income Tax, Outlook, Sales, HTML, Customer Satisfaction, Accounts Payable, General Ledger, Bookkeeping, Financial Statements, Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation
Education
Florida Atlantic University 2008 — 2016
Masters, Taxation, 3.445 GPA
Delaware Valley College 1993 — 1997
Bachelors, Business Administration
Andrea Morrison's Naden/Lean, LLC Experience November 1997 - July 1999
Job Supervisor, Emerging & MidMarket Accounts at WorkforceTactix
Industry Insurance
Experience
AIA Benefits Resource Group August 2013 - May 2014
Richard J. Princinsky & Associates January 2006 - August 2013
MAMSI subsidiary of United Healthcare, Inc. March 2001 - October 2005
MAMSI subsidiary of United Healthcare, Inc. July 1999 - March 2001
Naden/Lean, LLC November 1997 - July 1999
Skills
Employee Benefits, Benefits Administration, Human Resources, Benefits Design, Strategic Planning, Health Care Reform, Licensed Life & Health..., Sales, Building Relationships, Client Development, Finacial Management, Budget Process, Revenue Analysis, Accounting, COBRA, HRIS, Health Insurance, Long-term Care, Disability Insurance, 401k, Health Savings Accounts, Life Insurance, Underwriting
Education
University of Baltimore 1996 — 1998
Bacholor of Science, Accounting
AIA Benefits Resource Group August 2013 - May 2014
Richard J. Princinsky & Associates January 2006 - August 2013
MAMSI subsidiary of United Healthcare, Inc. March 2001 - October 2005
MAMSI subsidiary of United Healthcare, Inc. July 1999 - March 2001
Naden/Lean, LLC November 1997 - July 1999
Skills
Employee Benefits, Benefits Administration, Human Resources, Benefits Design, Strategic Planning, Health Care Reform, Licensed Life & Health..., Sales, Building Relationships, Client Development, Finacial Management, Budget Process, Revenue Analysis, Accounting, COBRA, HRIS, Health Insurance, Long-term Care, Disability Insurance, 401k, Health Savings Accounts, Life Insurance, Underwriting
Education
University of Baltimore 1996 — 1998
Bacholor of Science, Accounting
Diana McKay's Naden/Lean, LLC Experience September 2006 - April 2007
Job Sales Associate at Coldwell Banker Real Estate
Industry Real Estate
Experience
Coldwell Banker Real Estate January 2014 - Present
Nerium International December 2013 - Present
Achieve Realty November 2013 - January 2014
Bob Cenk Group @ Broadview Realty September 2012 - October 2013
Microbac Laboratories, Inc. October 2010 - March 2012
RC Holsinger Associates, P.C. November 2007 - October 2009
Naden/Lean, LLC September 2006 - April 2007
Parente Randolph, LLC January 1995 - January 2004
Skills
Accounts Payable, Payroll, Budgets, Software Documentation, Microsoft Excel, Marketing, Outlook, Accounting, Microsoft Word, Sales, Human Resources, Microsoft Office, Time Management, Analysis, Relocations, Customer Service, Real Estate Transactions, First Time Home Buyers, Move Up Buyers, Administrative..., Training
Education
South Hills Beauty Academy Inc 2010 — 2010
Esthetician, Aesthetician/Esthetician and Skin Care Specialist, A+
Penn Hills High School 1974 — 1975
Yes, Academic
Overlea High School
HS Diploma
Coldwell Banker Real Estate January 2014 - Present
Nerium International December 2013 - Present
Achieve Realty November 2013 - January 2014
Bob Cenk Group @ Broadview Realty September 2012 - October 2013
Microbac Laboratories, Inc. October 2010 - March 2012
RC Holsinger Associates, P.C. November 2007 - October 2009
Naden/Lean, LLC September 2006 - April 2007
Parente Randolph, LLC January 1995 - January 2004
Skills
Accounts Payable, Payroll, Budgets, Software Documentation, Microsoft Excel, Marketing, Outlook, Accounting, Microsoft Word, Sales, Human Resources, Microsoft Office, Time Management, Analysis, Relocations, Customer Service, Real Estate Transactions, First Time Home Buyers, Move Up Buyers, Administrative..., Training
Education
South Hills Beauty Academy Inc 2010 — 2010
Esthetician, Aesthetician/Esthetician and Skin Care Specialist, A+
Penn Hills High School 1974 — 1975
Yes, Academic
Overlea High School
HS Diploma
Andrew Runge's Naden/Lean, LLC Experience November 2006 - October 2009
Job Director of Forensic Accounting and Business Valuation at Circle Forensic Consulting, LLC
Industry Accounting
Experience
Circle Forensic Consulting, LLC October 2009 - Present
Crawford & Company September 2013 - April 2014
Naden/Lean, LLC November 2006 - October 2009
Clifton Gunderson LLP May 2005 - November 2006
McLean Kohler Sparks and Hammond 2002 - 2005
Gross, Mendelsohn & Associates, P.A. 1996 - 2002
Campos & Stratis January 1989 - June 1996
Skills
Valuation, SAS70, Transfer Pricing, Forensic Accounting, Expert Witness, Forensic Analysis, Business Valuation, Risk Management, Litigation, Risk Assessment, Fraud, Dispute Resolution, Estate Planning, Corporate Finance, Certified Fraud Examiner, Private Investigations, Insurance, Financial Analysis, Due Diligence, CPA, Accounting
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1988 — 1989
MBA, Finance & Accounting and Control
Whittier College 1986 — 1988
BA, Business Administration
Cardinal Gibbons High School 1980 — 1984
Circle Forensic Consulting, LLC October 2009 - Present
Crawford & Company September 2013 - April 2014
Naden/Lean, LLC November 2006 - October 2009
Clifton Gunderson LLP May 2005 - November 2006
McLean Kohler Sparks and Hammond 2002 - 2005
Gross, Mendelsohn & Associates, P.A. 1996 - 2002
Campos & Stratis January 1989 - June 1996
Skills
Valuation, SAS70, Transfer Pricing, Forensic Accounting, Expert Witness, Forensic Analysis, Business Valuation, Risk Management, Litigation, Risk Assessment, Fraud, Dispute Resolution, Estate Planning, Corporate Finance, Certified Fraud Examiner, Private Investigations, Insurance, Financial Analysis, Due Diligence, CPA, Accounting
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1988 — 1989
MBA, Finance & Accounting and Control
Whittier College 1986 — 1988
BA, Business Administration
Cardinal Gibbons High School 1980 — 1984
Richela Benton's Naden/Lean, LLC Experience January 1991 - January 2006
Job Manager, General Accounting
Industry Accounting
Experience
Voith Hydro June 2011 - Present
McLean, Koehler, Sparks & Hammond January 2006 - June 2011
Naden/Lean, LLC January 1991 - January 2006
Ernst & Young January 1985 - January 1991
Skills
Budgets, IFRS, Internal Controls, Auditing, GAAP, Accounts Payable, Internal Audit, Financial Reporting, General Ledger, Payroll, Accounts Receivable, Financial Statements, Analysis, Accounting, Financial Accounting
Education
Penn State University 1981 — 1985
Bachelor, Accounting
Voith Hydro June 2011 - Present
McLean, Koehler, Sparks & Hammond January 2006 - June 2011
Naden/Lean, LLC January 1991 - January 2006
Ernst & Young January 1985 - January 1991
Skills
Budgets, IFRS, Internal Controls, Auditing, GAAP, Accounts Payable, Internal Audit, Financial Reporting, General Ledger, Payroll, Accounts Receivable, Financial Statements, Analysis, Accounting, Financial Accounting
Education
Penn State University 1981 — 1985
Bachelor, Accounting
Mary-Kay Leary, CPA, MST's Naden/Lean, LLC Experience May 1988 - November 2007
Job Equity Member of Fitzpatrick, Leary & Szarko, LLC
Industry Accounting
Experience
Fitzpatrick, Leary & Szarko, LLC July 2013 - Present
MKSH November 2007 - Present
Stevenson University August 2007 - Present
Naden/Lean, LLC May 1988 - November 2007
Skills
Bookkeeping, Quickbooks, Tax, Financial Reporting, Income Tax, Accounting, Education, Public Speaking, Technical Writing, Proposal Writing, Speaking Engagements, Seminar Speaker, Multi-state Payroll, Family Business, Entity selection..., Retirement Solutions, Retirement Income..., College Savings Plans, Roth IRA, IRA Rollovers, IRA converstions, Elder care planning, Involuntary Conversions, Like Kind Exchange, Divorce Planning, Succession Planning, Multi State Taxation
Education
University of Baltimore 2005 — 2008
Master of Science, Taxation
Towson University 1984 — 1988
Bachelor of Science, Accounting
Fitzpatrick, Leary & Szarko, LLC July 2013 - Present
MKSH November 2007 - Present
Stevenson University August 2007 - Present
Naden/Lean, LLC May 1988 - November 2007
Skills
Bookkeeping, Quickbooks, Tax, Financial Reporting, Income Tax, Accounting, Education, Public Speaking, Technical Writing, Proposal Writing, Speaking Engagements, Seminar Speaker, Multi-state Payroll, Family Business, Entity selection..., Retirement Solutions, Retirement Income..., College Savings Plans, Roth IRA, IRA Rollovers, IRA converstions, Elder care planning, Involuntary Conversions, Like Kind Exchange, Divorce Planning, Succession Planning, Multi State Taxation
Education
University of Baltimore 2005 — 2008
Master of Science, Taxation
Towson University 1984 — 1988
Bachelor of Science, Accounting
Ptp Askew)'s Naden/Lean, LLC Experience January 2007 - May 2008
Job Audit Manager at SB & Company
Industry Accounting
Experience
SB & Company April 2010 - Present
SB & Company, LLC April 2010 - Present
Clifton Gunderson, LLC June 2008 - April 2010
Naden/Lean, LLC January 2007 - May 2008
Abrams, Foster, Nole & Williams February 2005 - January 2007
Bon Secour Health System, Inc August 2002 - September 2004
Audrey Askew, CPA November 1997 - June 2002
Audrey Askew, CPA August 1999 - January 2001
Baltimore City Public Schools July 1997 - August 1999
Baltimore City Public Schools July 1995 - July 1997
Education
Towson University
Bachelor of Science, Accounting
Towson University
Bachelor's degree, Accounting
University of Maryland University College
Master of Science, Accounting and Financial Management
SB & Company April 2010 - Present
SB & Company, LLC April 2010 - Present
Clifton Gunderson, LLC June 2008 - April 2010
Naden/Lean, LLC January 2007 - May 2008
Abrams, Foster, Nole & Williams February 2005 - January 2007
Bon Secour Health System, Inc August 2002 - September 2004
Audrey Askew, CPA November 1997 - June 2002
Audrey Askew, CPA August 1999 - January 2001
Baltimore City Public Schools July 1997 - August 1999
Baltimore City Public Schools July 1995 - July 1997
Education
Towson University
Bachelor of Science, Accounting
Towson University
Bachelor's degree, Accounting
University of Maryland University College
Master of Science, Accounting and Financial Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY