Peterson & Company
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Peterson & Company Employees
Employee
Years
Job
Industry
Bridget Sullivan Mermel Bridget Sullivan Mermel's Peterson & Company Experience 1985 - 1987
Job CFP® ,CPA
Industry Financial Services
Experience
Sullivan Mermel, Inc. March 1997 - Present
O'Connor and Associates 1992 - 1996
Starbucks Coffee Company 1988 - 1991
Peterson & Company 1985 - 1987
Skills
Socially Responsible..., Personal Finance, Comprehensive Planning, Tax, Investments, Wealth Management, Retirement Planning, Personal Financial..., Estate Planning, Finance, Business Planning, Options, Start-ups, Investment Advisory, Real Estate, Cash Flow, Wealth, Financial Analysis
Education
DePaul University 1993 — 1996
MALS, Liberal Studies
University of Wisconsin-Madison - School of Business 1981 — 1985
BBA, Accounting, Marketing
Homestead High School 1977 — 1981
Sullivan Mermel, Inc. March 1997 - Present
O'Connor and Associates 1992 - 1996
Starbucks Coffee Company 1988 - 1991
Peterson & Company 1985 - 1987
Skills
Socially Responsible..., Personal Finance, Comprehensive Planning, Tax, Investments, Wealth Management, Retirement Planning, Personal Financial..., Estate Planning, Finance, Business Planning, Options, Start-ups, Investment Advisory, Real Estate, Cash Flow, Wealth, Financial Analysis
Education
DePaul University 1993 — 1996
MALS, Liberal Studies
University of Wisconsin-Madison - School of Business 1981 — 1985
BBA, Accounting, Marketing
Homestead High School 1977 — 1981
Dianna Rose Dianna Rose's Peterson & Company Experience 2002 - 2003
Job Vice President, Internal Audit, Chief Audit Executive
Industry Accounting
Experience
MedImpact Healthcare Systems, Inc. July 2008 - Present
DLR Services September 2004 - July 2008
St. Bernard Software 2007 - 2007
RoseRyan 2004 - 2006
Websense 2003 - 2004
Advanced Network, Inc. May 2001 - May 2003
Peterson & Company 2002 - 2003
Kennebec Financial Corp December 1997 - May 2001
Deloitte & Touche January 1994 - December 1997
Skills
Accounting, Sarbanes-Oxley, Testing, Project Management, Sarbanes-Oxley Act
Education
San Diego State University-California State University 1991 — 1993
BS, Accounting
MedImpact Healthcare Systems, Inc. July 2008 - Present
DLR Services September 2004 - July 2008
St. Bernard Software 2007 - 2007
RoseRyan 2004 - 2006
Websense 2003 - 2004
Advanced Network, Inc. May 2001 - May 2003
Peterson & Company 2002 - 2003
Kennebec Financial Corp December 1997 - May 2001
Deloitte & Touche January 1994 - December 1997
Skills
Accounting, Sarbanes-Oxley, Testing, Project Management, Sarbanes-Oxley Act
Education
San Diego State University-California State University 1991 — 1993
BS, Accounting
Linda Sugar, MBA, CFE Linda Sugar, MBA, CFE's Peterson & Company Experience 1983 - 1987
Job Manager Dispute Advisory & Forensic Services Family Law at Stout Risius Ross
Industry Financial Services
Experience
Vantage Point Consultants February 1998 - June 2012
Adler Drobny Fischer 1994 - 1998
Price Waterhouse 1988 - 1991
Peterson & Company 1983 - 1987
Skills
Project Management, Creative Problem Solving, Relationship Management, Team Building, Forensic Accounting, Financial Analysis, Strategic Planning, Due Diligence, Analysis, Financial Modeling, Strategy, Risk Management, Budgets, Forecasting, Vendor Management, Management, Finance, Consulting, Problem Solving
Education
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (B.S.), Psychology - Graduated Magna Cum Laude
Loyola University of Chicago 1981 — 1982
Masters Business Administration, Finance, 3.8/4.0
Glenbrook North High School 1973 — 1977
Vantage Point Consultants February 1998 - June 2012
Adler Drobny Fischer 1994 - 1998
Price Waterhouse 1988 - 1991
Peterson & Company 1983 - 1987
Skills
Project Management, Creative Problem Solving, Relationship Management, Team Building, Forensic Accounting, Financial Analysis, Strategic Planning, Due Diligence, Analysis, Financial Modeling, Strategy, Risk Management, Budgets, Forecasting, Vendor Management, Management, Finance, Consulting, Problem Solving
Education
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (B.S.), Psychology - Graduated Magna Cum Laude
Loyola University of Chicago 1981 — 1982
Masters Business Administration, Finance, 3.8/4.0
Glenbrook North High School 1973 — 1977
Lisa Rider Lisa Rider's Peterson & Company Experience 1989 - 1993
Job Executive Director of Business Services at ISD 191 BurnsvilleEaganSavage School District
Industry Primary/Secondary Education
Experience
ISD 191 Burnsville-Eagan-Savage School District October 2009 - Present
ISD 191 Burnsville-Eagan-Savage School District December 2006 - October 2009
LarsonAllen March 2003 - December 2006
ISD 192 Farmington Public Schools December 1999 - March 2003
Region V Service Coop 1995 - 1999
Schuetzle Carlson and Company 1993 - 1995
Peterson & Company 1989 - 1993
Skills
MN School Finance and..., MN School District..., Contract Negotiation, Staff Management, Public Speaking, Staff Development, Strategic Planning, Customer Service, Program Development, Team Building
Education
Minnesota State University, Mankato 1985 — 1989
Bachelor's degree, Accounting, Magna Cum Laude
ISD 191 Burnsville-Eagan-Savage School District October 2009 - Present
ISD 191 Burnsville-Eagan-Savage School District December 2006 - October 2009
LarsonAllen March 2003 - December 2006
ISD 192 Farmington Public Schools December 1999 - March 2003
Region V Service Coop 1995 - 1999
Schuetzle Carlson and Company 1993 - 1995
Peterson & Company 1989 - 1993
Skills
MN School Finance and..., MN School District..., Contract Negotiation, Staff Management, Public Speaking, Staff Development, Strategic Planning, Customer Service, Program Development, Team Building
Education
Minnesota State University, Mankato 1985 — 1989
Bachelor's degree, Accounting, Magna Cum Laude
Rick Pavelka Rick Pavelka's Peterson & Company Experience September 1980 - August 1987
Job Owner at The Canceled Czech
Industry Accounting
Experience
The Canceled Czech June 2014 - Present
Wipfli LLP August 1987 - May 2014
Peterson & Company September 1980 - August 1987
Skills
GAAP, Corporate Tax, CPA, Financial Analysis, Tax Accounting, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, External Audit, General Ledger, Income Tax, SEC filings, SEC Filings
Education
University of Minnesota - Carlson School of Management 1971 — 1974
BS, Business/accounting
The Canceled Czech June 2014 - Present
Wipfli LLP August 1987 - May 2014
Peterson & Company September 1980 - August 1987
Skills
GAAP, Corporate Tax, CPA, Financial Analysis, Tax Accounting, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, External Audit, General Ledger, Income Tax, SEC filings, SEC Filings
Education
University of Minnesota - Carlson School of Management 1971 — 1974
BS, Business/accounting
Sue Callaghan's Peterson & Company Experience 1987 - 1989
Job Assistant Director, Integral Leadership at The University of Notre Dame
Industry Marketing and Advertising
Experience
University of Notre Dame February 2004 - Present
Peterson & Company 1987 - 1989
Skills
Strategic Planning, Non-profits, Event Planning, Public Speaking, Organizational..., Leadership, Social Media, Higher Education, Nonprofits, Leadership Development, Advertising, Training, Marketing, Fundraising, Community Outreach, Team Building, Program Management, Budgets, Business Strategy
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Management (MBA), Marketing
University of Notre Dame 1983 — 1987
BBA, Finance
University of Notre Dame February 2004 - Present
Peterson & Company 1987 - 1989
Skills
Strategic Planning, Non-profits, Event Planning, Public Speaking, Organizational..., Leadership, Social Media, Higher Education, Nonprofits, Leadership Development, Advertising, Training, Marketing, Fundraising, Community Outreach, Team Building, Program Management, Budgets, Business Strategy
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Management (MBA), Marketing
University of Notre Dame 1983 — 1987
BBA, Finance
Mark Goldberg's Peterson & Company Experience 1987 - 1989
Job Experienced Real Estate Attorney Specializing In Complex Real Estate Transactions
Industry Law Practice
Experience
Goldberg Real Estate Law January 2013 - Present
Goodwin Procter LLP May 2006 - January 2013
Cooley Godward Kronish LLP 2000 - 2006
Russell & Goldberg 1998 - 2000
Farella Braun & Martel 1996 - 1998
Steefel, Levitt & Weiss 1992 - 1995
Peterson & Company 1987 - 1989
Skills
Real Estate Transactions, Disposition, Investment Properties, Commercial Real Estate, Real Estate, Corporate Governance, Real Estate Development, Negotiation, Legal Writing, Real Property, Bankruptcy, Residential Homes, Acquisitions, Due Diligence, Finance
Education
University of California, Hastings College of the Law 1989 — 1992
University of Arizona 1985 — 1987
BS, Finance
The University of Texas at Austin 1983 — 1985
Goldberg Real Estate Law January 2013 - Present
Goodwin Procter LLP May 2006 - January 2013
Cooley Godward Kronish LLP 2000 - 2006
Russell & Goldberg 1998 - 2000
Farella Braun & Martel 1996 - 1998
Steefel, Levitt & Weiss 1992 - 1995
Peterson & Company 1987 - 1989
Skills
Real Estate Transactions, Disposition, Investment Properties, Commercial Real Estate, Real Estate, Corporate Governance, Real Estate Development, Negotiation, Legal Writing, Real Property, Bankruptcy, Residential Homes, Acquisitions, Due Diligence, Finance
Education
University of California, Hastings College of the Law 1989 — 1992
University of Arizona 1985 — 1987
BS, Finance
The University of Texas at Austin 1983 — 1985
David Lerch's Peterson & Company Experience 1989 - 1990
Job Creative Director at Axiom
Industry Marketing and Advertising
Experience
Axiom 2000 - Present
Pennebaker 1995 - 2000
Geer Design 1995 - 1995
Pennebaker 1990 - 1994
Peterson & Company 1989 - 1990
Hill Group 1988 - 1989
Skills
Art Direction, Typography, Corporate Branding, Photography, Logo Design, Brochures, Corporate Identity, Graphic Design, Illustrator, Graphics, Creative Direction, Advertising, Adobe Creative Suite, Brand Development, Sales Process, Illustration, Branding & Identity, Integrated Marketing, Interactive Marketing, Creative Strategy, Trade Shows, Change Management, Art
Education
East Texas State University-Commerce 1982 — 1987
BA, Communication Design
Texas A&M University-Commerce 1982 — 1987
Design, Communication Design
Axiom 2000 - Present
Pennebaker 1995 - 2000
Geer Design 1995 - 1995
Pennebaker 1990 - 1994
Peterson & Company 1989 - 1990
Hill Group 1988 - 1989
Skills
Art Direction, Typography, Corporate Branding, Photography, Logo Design, Brochures, Corporate Identity, Graphic Design, Illustrator, Graphics, Creative Direction, Advertising, Adobe Creative Suite, Brand Development, Sales Process, Illustration, Branding & Identity, Integrated Marketing, Interactive Marketing, Creative Strategy, Trade Shows, Change Management, Art
Education
East Texas State University-Commerce 1982 — 1987
BA, Communication Design
Texas A&M University-Commerce 1982 — 1987
Design, Communication Design
Andrew F. Borglum, P.E.'s Peterson & Company Experience July 1986 - July 1988
Job Principal, Lovett Silverman Construction Consultants
Industry Construction
Experience
Lovett Silverman Construction Consultants November 1994 - Present
MDC Systems/Day & Zimmerman April 1990 - November 1994
High-Point Schaer July 1988 - March 1990
Peterson & Company July 1986 - July 1988
Skills
CPM Scheduling, Claim, Construction Management, Project Planning, Primavera P6, Process Scheduler, Mediation, Project Control, Construction, Contract Management, Contractors, Renovation, Project Estimation, Change Orders, Pre-construction, Project Management, Constructability, High Rise
Education
Lehigh University 1982 — 1986
BSCE, Civil/Structural Engineering
Lovett Silverman Construction Consultants November 1994 - Present
MDC Systems/Day & Zimmerman April 1990 - November 1994
High-Point Schaer July 1988 - March 1990
Peterson & Company July 1986 - July 1988
Skills
CPM Scheduling, Claim, Construction Management, Project Planning, Primavera P6, Process Scheduler, Mediation, Project Control, Construction, Contract Management, Contractors, Renovation, Project Estimation, Change Orders, Pre-construction, Project Management, Constructability, High Rise
Education
Lehigh University 1982 — 1986
BSCE, Civil/Structural Engineering
Lynn Goodridge's Peterson & Company Experience December 1999 - November 2000
Job Senior Tax Manager at Leaf & Cole, LLP
Industry Accounting
Experience
Leaf & Cole, LLP January 2015 - Present
Gatto, Pope & Walwick, LLP January 2008 - January 2015
Lynn Goodridge, CPA, Owner October 2002 - December 2007
RPR Partners LLP November 2000 - October 2002
Peterson & Company December 1999 - November 2000
Ernst & Young February 1993 - November 1999
Skills
Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Financial Reporting, CPA, GAAP, Accounting, Budgets, Management
Education
San Diego State University-California State University 1990 — 1992
MBA, Accounting
University of California, Irvine 1984 — 1988
BA, Sociology
Leaf & Cole, LLP January 2015 - Present
Gatto, Pope & Walwick, LLP January 2008 - January 2015
Lynn Goodridge, CPA, Owner October 2002 - December 2007
RPR Partners LLP November 2000 - October 2002
Peterson & Company December 1999 - November 2000
Ernst & Young February 1993 - November 1999
Skills
Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Financial Reporting, CPA, GAAP, Accounting, Budgets, Management
Education
San Diego State University-California State University 1990 — 1992
MBA, Accounting
University of California, Irvine 1984 — 1988
BA, Sociology