PKF North America
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PKF North America Employees
Employee
Years
Job
Industry
Claire Hizon Claire Hizon's PKF North America Experience January 2012 - January 2014
Job Senior Accountant at CEA, LLP
Industry Accounting
Experience
CEA, LLP September 2015 - Present
CEA, LLP January 2014 - August 2015
PKF North America January 2012 - January 2014
San Diego Chargers Football Co. August 2011 - January 2012
Rancho Physical Therapy May 2010 - July 2011
University of San Diego January 2011 - May 2011
University of San Diego February 2009 - May 2010
Education
University of San Diego 2008 — 2012
Accounting
Universidad Pontificia Comillas 2010 — 2010
Study Abroad Program
CEA, LLP September 2015 - Present
CEA, LLP January 2014 - August 2015
PKF North America January 2012 - January 2014
San Diego Chargers Football Co. August 2011 - January 2012
Rancho Physical Therapy May 2010 - July 2011
University of San Diego January 2011 - May 2011
University of San Diego February 2009 - May 2010
Education
University of San Diego 2008 — 2012
Accounting
Universidad Pontificia Comillas 2010 — 2010
Study Abroad Program
Susan Rhodes Susan Rhodes's PKF North America Experience March 2014 - Present
Job Vice President, Member Relations & Human Resource Services at PKF North America
Industry Nonprofit Organization Management
Experience
PKF North America March 2014 - Present
PKF North America March 2013 - February 2014
PKF North America May 2012 - March 2013
Skills
Human Resources, Employee Relations, Deferred Compensation, Management, Employee Benefits, Talent Management, Leadership, Performance Management, Workforce Planning, Coaching, Succession Planning, HRIS, Career Development, Onboarding, Organizational..., College Recruiting, Mergers & Acquisitions, Staff Retention, New Hire Orientations, HR Policies, Employee Engagement, Benefits Administration, Strategic Planning, Job Descriptions, Applicant Tracking..., HR Consulting, Performance Appraisal, Labor Relations, Personnel Management, Strategic HR, Employee Retention, Talent Acquisition, Interviews, Project Management, Conflict Resolution, Recruiting, Hiring, Taleo, ADP Payroll, Career Counseling, Job Analysis, Employee Training, Employer Branding, Performance Improvement, Internet Recruiting, Benefits Negotiation, Job Evaluation, Strategic Human..., Leadership Development, McQuaig Certified
Education
Bridgewater College 1982 — 1986
BS
PKF North America March 2014 - Present
PKF North America March 2013 - February 2014
PKF North America May 2012 - March 2013
Skills
Human Resources, Employee Relations, Deferred Compensation, Management, Employee Benefits, Talent Management, Leadership, Performance Management, Workforce Planning, Coaching, Succession Planning, HRIS, Career Development, Onboarding, Organizational..., College Recruiting, Mergers & Acquisitions, Staff Retention, New Hire Orientations, HR Policies, Employee Engagement, Benefits Administration, Strategic Planning, Job Descriptions, Applicant Tracking..., HR Consulting, Performance Appraisal, Labor Relations, Personnel Management, Strategic HR, Employee Retention, Talent Acquisition, Interviews, Project Management, Conflict Resolution, Recruiting, Hiring, Taleo, ADP Payroll, Career Counseling, Job Analysis, Employee Training, Employer Branding, Performance Improvement, Internet Recruiting, Benefits Negotiation, Job Evaluation, Strategic Human..., Leadership Development, McQuaig Certified
Education
Bridgewater College 1982 — 1986
BS
Christian Lund Shea Christian Lund Shea's PKF North America Experience January 2011 - March 2014
Job Senior Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte April 2014 - Present
PKF North America January 2011 - March 2014
The Citadel September 2008 - August 2010
CIFT a division of Incisive Media (New York, NY) August 2006 - September 2008
CIFT (London, UK) December 2002 - August 2006
Education
The Citadel 2008 — 2010
MBA
Roanoke College 1998 — 2002
B.A.
Chestnut Hill Academy
Deloitte April 2014 - Present
PKF North America January 2011 - March 2014
The Citadel September 2008 - August 2010
CIFT a division of Incisive Media (New York, NY) August 2006 - September 2008
CIFT (London, UK) December 2002 - August 2006
Education
The Citadel 2008 — 2010
MBA
Roanoke College 1998 — 2002
B.A.
Chestnut Hill Academy
Leonard (Len) Bartello CPA Leonard (Len) Bartello CPA's PKF North America Experience 1980 - 1988
Job Owner, "FORTY YEARS" Consulting
Industry Accounting
Experience
"FORTY YEARS" Consulting 1992 - Present
McGladrey & Pullen August 1988 - September 1992
Pannell Kerr Forster CPA's December 1979 - August 1988
PKF North America 1980 - 1988
Skills
Financial Reporting, Accounting, Budgets, General Ledger, Hospitality, Financial Analysis, Internal Controls, QuickBooks, Tax, Forecasting, Managerial Finance, Financial Accounting, Strategic Planning, Account Reconciliation, Small Business, Business Planning, Customer Service
Education
State University of New York at Buffalo - School of Management 1972 — 1975
BS, Accounting
Genesee Community College 1970 — 1972
AS, General Sciences
"FORTY YEARS" Consulting 1992 - Present
McGladrey & Pullen August 1988 - September 1992
Pannell Kerr Forster CPA's December 1979 - August 1988
PKF North America 1980 - 1988
Skills
Financial Reporting, Accounting, Budgets, General Ledger, Hospitality, Financial Analysis, Internal Controls, QuickBooks, Tax, Forecasting, Managerial Finance, Financial Accounting, Strategic Planning, Account Reconciliation, Small Business, Business Planning, Customer Service
Education
State University of New York at Buffalo - School of Management 1972 — 1975
BS, Accounting
Genesee Community College 1970 — 1972
AS, General Sciences
Jack Charlesworth, CPA Jack Charlesworth, CPA's PKF North America Experience September 2000 - Present
Job Chief Operating Officer at PKF North America
Industry Accounting
Experience
PKF North America September 2000 - Present
Georgia Marble Company 1991 - 1999
Racetrac Petroleum, Inc 1982 - 1990
Skills
Strategic Planning, Accounting, Budgets, Strategy, Leadership, Finance, Human Resources, Training, Management, Financial Accounting, Auditing
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1975
MBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1972 — 1974
BBA, Accounting
PKF North America September 2000 - Present
Georgia Marble Company 1991 - 1999
Racetrac Petroleum, Inc 1982 - 1990
Skills
Strategic Planning, Accounting, Budgets, Strategy, Leadership, Finance, Human Resources, Training, Management, Financial Accounting, Auditing
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1975
MBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1972 — 1974
BBA, Accounting
Connie Tritt Connie Tritt's PKF North America Experience May 2005 - August 2010
Job Tax Practitioner
Industry Accounting
Experience
Connie Tritt, CPA July 2010 - Present
PKF North America May 2005 - August 2010
Abbott, Stringham & Lynch 2000 - 2005
Merrill Lynch 1980 - 1988
Merrill Lynch 1980 - 1988
Skills
Non-profits, Accounting, Management, Leadership, Customer Service, Nonprofits, QuickBooks, Financial Accounting, Small Business, Tax, Financial Analysis, Budgets, Marketing, Management Consulting, Financial Reporting, Tax Preparation, Corporate Tax, Auditing, Tax Accounting, Tax Returns, Bookkeeping, Income Tax, CPA, Financial Statements, Tax Research, Partnership Taxation, Sales Tax, Internal Controls, Payroll Taxes, Tax Advisory, Preparation, Payroll, IRS, Revenue Recognition, General Ledger, Fixed Assets, GAAP, Estate Tax Planning, Cash Flow, Account Reconciliation, Accounts Receivable, Accounts Payable, Strategic Financial..., Internal Audit, External Audit, Financial Planners, US GAAP
Education
University of Oregon 1976 — 1978
Biology
Linfield College 1974 — 1975
Bachelor of Arts (B.A.), Biology
Connie Tritt, CPA July 2010 - Present
PKF North America May 2005 - August 2010
Abbott, Stringham & Lynch 2000 - 2005
Merrill Lynch 1980 - 1988
Merrill Lynch 1980 - 1988
Skills
Non-profits, Accounting, Management, Leadership, Customer Service, Nonprofits, QuickBooks, Financial Accounting, Small Business, Tax, Financial Analysis, Budgets, Marketing, Management Consulting, Financial Reporting, Tax Preparation, Corporate Tax, Auditing, Tax Accounting, Tax Returns, Bookkeeping, Income Tax, CPA, Financial Statements, Tax Research, Partnership Taxation, Sales Tax, Internal Controls, Payroll Taxes, Tax Advisory, Preparation, Payroll, IRS, Revenue Recognition, General Ledger, Fixed Assets, GAAP, Estate Tax Planning, Cash Flow, Account Reconciliation, Accounts Receivable, Accounts Payable, Strategic Financial..., Internal Audit, External Audit, Financial Planners, US GAAP
Education
University of Oregon 1976 — 1978
Biology
Linfield College 1974 — 1975
Bachelor of Arts (B.A.), Biology
Janet Carter Janet Carter's PKF North America Experience January 2004 - February 2012
Job Director of Marketing at CoreNet Global
Industry Nonprofit Organization Management
Experience
CoreNet Global February 2012 - Present
PKF North America January 2004 - February 2012
Arthritis Foundation National Office May 2000 - December 2003
Strafford Publications, Inc February 1994 - December 1999
Skills
Marketing Automation, Entrepreneurship, Marketing Operations, Research, Customer Service, Marketing, Event Management, Non-profits, Nonprofits, Management, Leadership, Email Marketing, Budgets, Publications, Social Media Marketing, Product Marketing, Marketing Management, Strategic Planning
Education
University of Idaho 1987 — 1992
Bachelor of Arts, English
CoreNet Global February 2012 - Present
PKF North America January 2004 - February 2012
Arthritis Foundation National Office May 2000 - December 2003
Strafford Publications, Inc February 1994 - December 1999
Skills
Marketing Automation, Entrepreneurship, Marketing Operations, Research, Customer Service, Marketing, Event Management, Non-profits, Nonprofits, Management, Leadership, Email Marketing, Budgets, Publications, Social Media Marketing, Product Marketing, Marketing Management, Strategic Planning
Education
University of Idaho 1987 — 1992
Bachelor of Arts, English
Kenneth Guidry, CPA Kenneth Guidry, CPA's PKF North America Experience November 2009 - Present
Job Advisor to accounting profession & middle market domestic & international businesses & owners | President at PKF Texas
Industry Accounting
Experience
PKF Texas January 2005 - Present
PKF North America November 2009 - Present
University of Houston September 2011 - Present
University of Houston September 2004 - Present
PKF Texas 1982 - 2004
Ernst & Young June 1977 - September 1982
Education
University of Houston, C.T. Bauer College of Business 1974 — 1977
Bachelor of Arts, Accounting
Lamar University 1973 — 1974
PKF Texas January 2005 - Present
PKF North America November 2009 - Present
University of Houston September 2011 - Present
University of Houston September 2004 - Present
PKF Texas 1982 - 2004
Ernst & Young June 1977 - September 1982
Education
University of Houston, C.T. Bauer College of Business 1974 — 1977
Bachelor of Arts, Accounting
Lamar University 1973 — 1974
Rudy Beilfuss Rudy Beilfuss's PKF North America Experience March 1981 - March 2009
Job President at Rudolf Beilfuss Consulting
Industry Executive Office
Experience
Rudolf Beilfuss Consulting 2010 - Present
PKF North America March 1981 - March 2009
Accounting Resources International April 1979 - 1981
Skills
Human Resources, Program Management, Leadership, Strategic Planning, Process Improvement, Tax Preparation, Succession Planning, Budgets, GAAP, Leadership Development, Accounting, Business Strategy, Tax, Business Planning, Marketing, Financial Statements, Trade Shows, Association Management, Income Tax, Management Consulting, Financial Analysis, Marketing Communications, Strategic Partnerships, Account Management, Marketing Strategy, Access, Management, Professional Services, Strategy, New Business Development, Training, Business Development, Change Management, Networking, Contract Negotiation, Executive Management, Customer Service, Nonprofits, Executive Coaching, Managerial Finance, Workshop Facilitation, Team Building, Corporate Tax, Coaching, Mergers & Acquisitions, QuickBooks, Financial Reporting, Employee Benefits, Start-ups, Strategic Financial...
Education
Michigan State University
MBA, Accounting
Valparaiso University
BS, Accounting
Rudolf Beilfuss Consulting 2010 - Present
PKF North America March 1981 - March 2009
Accounting Resources International April 1979 - 1981
Skills
Human Resources, Program Management, Leadership, Strategic Planning, Process Improvement, Tax Preparation, Succession Planning, Budgets, GAAP, Leadership Development, Accounting, Business Strategy, Tax, Business Planning, Marketing, Financial Statements, Trade Shows, Association Management, Income Tax, Management Consulting, Financial Analysis, Marketing Communications, Strategic Partnerships, Account Management, Marketing Strategy, Access, Management, Professional Services, Strategy, New Business Development, Training, Business Development, Change Management, Networking, Contract Negotiation, Executive Management, Customer Service, Nonprofits, Executive Coaching, Managerial Finance, Workshop Facilitation, Team Building, Corporate Tax, Coaching, Mergers & Acquisitions, QuickBooks, Financial Reporting, Employee Benefits, Start-ups, Strategic Financial...
Education
Michigan State University
MBA, Accounting
Valparaiso University
BS, Accounting
JoAnn Labbie's PKF North America Experience March 2013 - Present
Job Vice President Professional Development at PKF North America
Industry Accounting
Experience
PKF North America March 2013 - Present
Warren Averett, LLC January 2013 - March 2013
Gifford Hillegass & Ingwersen, LLP 2001 - 2012
ASTD Atlanta January 2010 - December 2010
ASTD 2001 - 2009
Textilease Quick Aid and First Aid 1995 - 2001
Lanier Technical College 1998 - 1999
The University of Georgia 1994 - 1998
Gifford Hillegass & Ingwersen, LLP 1984 - 1993
Skills
Strategic Planning, Organizational..., Coaching, Non-profits, Leadership Development, Management Consulting, Succession Planning, Workshop Facilitation, Performance Improvement, Change Management, Training, Team Building, Program Management, Accounting, Process Improvement, Executive Coaching, Budgets, Nonprofits, Strategy, Leadership, Performance Management, Recruiting, Talent Management, Business Planning, Management, Organizational..., Marketing, Human Resources, Mergers & Acquisitions, Employee Training, Training Delivery, Employee Engagement, Performance Consulting, Learning Management, Needs Analysis, Organizational Learning, Staff Development, Training & Development, Consulting
Education
The University of Georgia 1994 — 1999
EdD, Occupational Studies, Busines Education
Valdosta State University 1982 — 1984
BBA, Accounting and Finance
PKF North America March 2013 - Present
Warren Averett, LLC January 2013 - March 2013
Gifford Hillegass & Ingwersen, LLP 2001 - 2012
ASTD Atlanta January 2010 - December 2010
ASTD 2001 - 2009
Textilease Quick Aid and First Aid 1995 - 2001
Lanier Technical College 1998 - 1999
The University of Georgia 1994 - 1998
Gifford Hillegass & Ingwersen, LLP 1984 - 1993
Skills
Strategic Planning, Organizational..., Coaching, Non-profits, Leadership Development, Management Consulting, Succession Planning, Workshop Facilitation, Performance Improvement, Change Management, Training, Team Building, Program Management, Accounting, Process Improvement, Executive Coaching, Budgets, Nonprofits, Strategy, Leadership, Performance Management, Recruiting, Talent Management, Business Planning, Management, Organizational..., Marketing, Human Resources, Mergers & Acquisitions, Employee Training, Training Delivery, Employee Engagement, Performance Consulting, Learning Management, Needs Analysis, Organizational Learning, Staff Development, Training & Development, Consulting
Education
The University of Georgia 1994 — 1999
EdD, Occupational Studies, Busines Education
Valdosta State University 1982 — 1984
BBA, Accounting and Finance
Colleen Cooke-Varallo, CPA Colleen Cooke-Varallo, CPA's PKF North America Experience 1989 - 2013
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Elko & Associates Ltd a PKF member firm November 1989 - December 2014
PKF North America 1989 - 2013
Skills
Insurance, Auditing, Accounting, Tax, Internal Controls, Leadership, Management, Financial Reporting, CPA, GAAP, Corporate Tax, Revenue Recognition, Due Diligence, Income Tax
Education
Stockton University 1984 — 1988
B.S. Business Administration, Accounting
CPE Inc
Wipfli LLP January 2015 - Present
Elko & Associates Ltd a PKF member firm November 1989 - December 2014
PKF North America 1989 - 2013
Skills
Insurance, Auditing, Accounting, Tax, Internal Controls, Leadership, Management, Financial Reporting, CPA, GAAP, Corporate Tax, Revenue Recognition, Due Diligence, Income Tax
Education
Stockton University 1984 — 1988
B.S. Business Administration, Accounting
CPE Inc
Julie Garner Julie Garner's PKF North America Experience July 2010 - January 2012
Job CMT Patient Advocate
Industry Hospital & Health Care
Experience
PKF North America July 2010 - January 2012
Given Imaging, Inc. September 2004 - March 2008
Rusch, Inc. August 2003 - June 2004
D. S. Medical February 1999 - August 2003
Charter Behavioral Health Systems October 1997 - February 1999
The Marcus Institute March 1992 - July 1995
Skills
Project Coordination, Editing, Trade Shows, Event Planning, Market Research, Meeting Planning, Webinar Management, Logistics Management, Project Management, Coaching, Marketing, Social Media Marketing, Salesforce.com, Microsoft Word, Marketing Communications, Public Relations, Medical Devices, PowerPoint
Education
Oklahoma State University 1995 — 1997
B.S., Family Relations & Child Development
MiraCosta College 1990 — 1992
A. A., Psychology
PKF North America July 2010 - January 2012
Given Imaging, Inc. September 2004 - March 2008
Rusch, Inc. August 2003 - June 2004
D. S. Medical February 1999 - August 2003
Charter Behavioral Health Systems October 1997 - February 1999
The Marcus Institute March 1992 - July 1995
Skills
Project Coordination, Editing, Trade Shows, Event Planning, Market Research, Meeting Planning, Webinar Management, Logistics Management, Project Management, Coaching, Marketing, Social Media Marketing, Salesforce.com, Microsoft Word, Marketing Communications, Public Relations, Medical Devices, PowerPoint
Education
Oklahoma State University 1995 — 1997
B.S., Family Relations & Child Development
MiraCosta College 1990 — 1992
A. A., Psychology
Frank Landreneau Frank Landreneau's PKF North America Experience January 2012 - Present
Job CPA | Accountant, International Tax Director & Transfer Pricing for Manufacturing, Oilfield Svcs & UK Cos at PKF Texas
Industry Accounting
Experience
PKF Texas April 2005 - Present
PKF North America January 2012 - Present
Leading Edge Alliance January 2012 - Present
Grant Thornton LLP June 1998 - March 2005
Texas Commerce Bank 1991 - 1998
Skills
International Tax, Transfer Pricing, Cross-border..., FAS 109, Business Restructuring, Global Tax Management, IC DISC, Oilfield Services, Manufacturing/Distributi..., Technology, Accounting, Tax Advisory, U.S.-U.K. Cross-border..., FAS 5, Restructuring, Tax Accounting, Corporate Tax, Financial Planners, Partnership Taxation, Tax, Tax Research, Income Tax, Due Diligence, Mergers & Acquisitions, US Tax, FAS109, GAAP, SEC filings
Education
University of Houston 1995 — 1998
MS, Accounting
Louisiana State University 1986 — 1990
BS, Accounting
Sacred Heart High School 1983 — 1986
High School Diploma
Rainmaker Academy
PKF Texas April 2005 - Present
PKF North America January 2012 - Present
Leading Edge Alliance January 2012 - Present
Grant Thornton LLP June 1998 - March 2005
Texas Commerce Bank 1991 - 1998
Skills
International Tax, Transfer Pricing, Cross-border..., FAS 109, Business Restructuring, Global Tax Management, IC DISC, Oilfield Services, Manufacturing/Distributi..., Technology, Accounting, Tax Advisory, U.S.-U.K. Cross-border..., FAS 5, Restructuring, Tax Accounting, Corporate Tax, Financial Planners, Partnership Taxation, Tax, Tax Research, Income Tax, Due Diligence, Mergers & Acquisitions, US Tax, FAS109, GAAP, SEC filings
Education
University of Houston 1995 — 1998
MS, Accounting
Louisiana State University 1986 — 1990
BS, Accounting
Sacred Heart High School 1983 — 1986
High School Diploma
Rainmaker Academy
Jessica Alred Jessica Alred's PKF North America Experience September 2007 - April 2010
Job Sales Agent at Harry Norman, Realtors
Industry Real Estate
Experience
Harry Norman, Realtors October 2014 - Present
PKF North America September 2007 - April 2010
Word2Net December 2004 - September 2007
Skills
Real Estate
Education
University of Montevallo 1998 — 2003
Bachelor of Science (BS), Sociology
Hopkins High School
Harry Norman, Realtors October 2014 - Present
PKF North America September 2007 - April 2010
Word2Net December 2004 - September 2007
Skills
Real Estate
Education
University of Montevallo 1998 — 2003
Bachelor of Science (BS), Sociology
Hopkins High School
Debbie Correll's PKF North America Experience March 2012 - Present
Job Meetings Coordinator/Registrar at PKF North America
Industry Events Services
Experience
PKF North America March 2012 - Present
Intertek Testing Services November 2010 - March 2012
PDI-Inc. - PDI Voice Call Center May 2010 - August 2010
Advogent/Advanced Health Media April 2000 - April 2010
Maritz Travel Company June 1992 - April 2000
Skills
Event Management, Account Management, Budgeting, Contract Negotiation, Planning, Event Planning, Cvent, Speakers Bureau, speaker management, Travel Arrangements, Project Planning
Education
Genesee Community College
UNDERGRADUATE STUDIES, CORE CURRICULA
PKF North America March 2012 - Present
Intertek Testing Services November 2010 - March 2012
PDI-Inc. - PDI Voice Call Center May 2010 - August 2010
Advogent/Advanced Health Media April 2000 - April 2010
Maritz Travel Company June 1992 - April 2000
Skills
Event Management, Account Management, Budgeting, Contract Negotiation, Planning, Event Planning, Cvent, Speakers Bureau, speaker management, Travel Arrangements, Project Planning
Education
Genesee Community College
UNDERGRADUATE STUDIES, CORE CURRICULA
Stephen Varley's PKF North America Experience November 2014 - Present
Job Vice President of Technical Services at PKF North America
Industry Accounting
Experience
PKF North America November 2014 - Present
David Sivcovich CPA, PC January 2012 - November 2014
Heizer Aerospace, Inc. 2009 - December 2011
Lopata Flegel and Company LLP June 2007 - October 2008
Clifton Gunderson LLP February 2006 - May 2007
Kluge, Kluge & Sivcovich, P.C. February 2004 - January 2006
CDS Consultants, LLC May 2001 - January 2006
Brown Smith Wallace May 1989 - April 2001
Brown Smith Wallace 1989 - 2001
Skills
Attest & Assurance..., Part-Time CFO Services, Corporate Tax, Partnership Taxation, Individual taxation, High Net Worth..., Fundraising, Estate Planning, Real Estate Accounting, Banking Relationships, Payroll, Bookkeeping, Tax, Internal Controls, Tax Preparation, US GAAP, Fixed Assets, Tax Accounting, Tax Research, Real Estate, Leadership, GAAP, Tax Returns, General Ledger, Financial Reporting, Strategy, Financial Audits, Accounting, Small Business, Income Tax, CPA, Management, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Nonprofits, Non-profit Consulting, Finance, Internal Audit, Variance Analysis, Managerial Finance, QuickBooks, Auditing, Cash Management, Strategic Financial..., Assurance, Account Reconciliation, Financial Analysis, Sales Tax, Forensic Accounting
Education
Illinois Institute of Technology 1982 — 1986
BBA, Accounting
WHS
PKF North America November 2014 - Present
David Sivcovich CPA, PC January 2012 - November 2014
Heizer Aerospace, Inc. 2009 - December 2011
Lopata Flegel and Company LLP June 2007 - October 2008
Clifton Gunderson LLP February 2006 - May 2007
Kluge, Kluge & Sivcovich, P.C. February 2004 - January 2006
CDS Consultants, LLC May 2001 - January 2006
Brown Smith Wallace May 1989 - April 2001
Brown Smith Wallace 1989 - 2001
Skills
Attest & Assurance..., Part-Time CFO Services, Corporate Tax, Partnership Taxation, Individual taxation, High Net Worth..., Fundraising, Estate Planning, Real Estate Accounting, Banking Relationships, Payroll, Bookkeeping, Tax, Internal Controls, Tax Preparation, US GAAP, Fixed Assets, Tax Accounting, Tax Research, Real Estate, Leadership, GAAP, Tax Returns, General Ledger, Financial Reporting, Strategy, Financial Audits, Accounting, Small Business, Income Tax, CPA, Management, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Nonprofits, Non-profit Consulting, Finance, Internal Audit, Variance Analysis, Managerial Finance, QuickBooks, Auditing, Cash Management, Strategic Financial..., Assurance, Account Reconciliation, Financial Analysis, Sales Tax, Forensic Accounting
Education
Illinois Institute of Technology 1982 — 1986
BBA, Accounting
WHS
Soheil Ghahremani's PKF North America Experience May 2009 - May 2012
Job Deloitte Tax
Industry Accounting
Experience
Deloitte July 2012 - Present
PKF North America May 2009 - May 2012
Deloitte November 2006 - January 2009
Skills
Tax Compliance, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Research
Education
Kent State University 2002 — 2005
Bachelor of Sience, Business & Administration with Marketing Concentration
Deloitte July 2012 - Present
PKF North America May 2009 - May 2012
Deloitte November 2006 - January 2009
Skills
Tax Compliance, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Research
Education
Kent State University 2002 — 2005
Bachelor of Sience, Business & Administration with Marketing Concentration
James H. Peterson's PKF North America Experience October 1984 - March 1986
Job Controller
Industry Import and Export
Experience
Ledgewood International - Off Shore Contract Manufacturers March 2000 - August 2015
Origin Technologies - Philips North America August 1998 - March 2000
Ernst & Young Consulting New York July 1996 - July 1998
Alhamrani Group of Saudi Arabia February 1995 - June 1996
Saudi Trading & Services February 1994 - January 1995
Mawarid Holdings of Saudi Arabia October 1991 - January 1994
Komatsu Heavy Construction Equipment ( previously Cookes' Equipment ) October 1987 - September 1991
Seward & Monde, CPA's March 1986 - October 1987
PKF North America October 1984 - March 1986
Skills
Purchasing, Spanish, International Trade, New Business Development, Business Strategy, Leadership, Strategic Planning, Strategy, Product Development, Entrepreneurship, Manufacturing, Start-ups, Sourcing, Business Development, Contract Negotiation, Executive Management, Consulting, International Business, Negotiation, Analysis, Program Management, Financial Analysis, Management Consulting, Management
Education
CPA Connecticut
(Inactive)
Rensselaer Polytechnic Institute
Master’s Degree, International Management
Bryant College
Bachelor’s Degree, Business Admin / Accounting
Ledgewood International - Off Shore Contract Manufacturers March 2000 - August 2015
Origin Technologies - Philips North America August 1998 - March 2000
Ernst & Young Consulting New York July 1996 - July 1998
Alhamrani Group of Saudi Arabia February 1995 - June 1996
Saudi Trading & Services February 1994 - January 1995
Mawarid Holdings of Saudi Arabia October 1991 - January 1994
Komatsu Heavy Construction Equipment ( previously Cookes' Equipment ) October 1987 - September 1991
Seward & Monde, CPA's March 1986 - October 1987
PKF North America October 1984 - March 1986
Skills
Purchasing, Spanish, International Trade, New Business Development, Business Strategy, Leadership, Strategic Planning, Strategy, Product Development, Entrepreneurship, Manufacturing, Start-ups, Sourcing, Business Development, Contract Negotiation, Executive Management, Consulting, International Business, Negotiation, Analysis, Program Management, Financial Analysis, Management Consulting, Management
Education
CPA Connecticut
(Inactive)
Rensselaer Polytechnic Institute
Master’s Degree, International Management
Bryant College
Bachelor’s Degree, Business Admin / Accounting
Sherry Bartman's PKF North America Experience November 2001 - Present
Job Asst. Vice President Information Services at PKF North America
Industry Nonprofit Organization Management
Experience
PKF North America November 2001 - Present
PKF North America (Atlanta, USA) November 2001 - Present
Peachtree Road United Methodist Church 1991 - 2001
North Main Street Church of God February 1988 - January 1991
Hamarville Rehabilitation Center March 1985 - September 1987
Skills
Strategic Planning, Management Consulting, Accounting, Budgets, Project Management, Leadership, Business Strategy, Strategy, Nonprofits, Process Improvement, Marketing, Team Leadership, Marketing Strategy, Small Business, Business Development
Education
Indiana University of Pennsylvania
PKF North America November 2001 - Present
PKF North America (Atlanta, USA) November 2001 - Present
Peachtree Road United Methodist Church 1991 - 2001
North Main Street Church of God February 1988 - January 1991
Hamarville Rehabilitation Center March 1985 - September 1987
Skills
Strategic Planning, Management Consulting, Accounting, Budgets, Project Management, Leadership, Business Strategy, Strategy, Nonprofits, Process Improvement, Marketing, Team Leadership, Marketing Strategy, Small Business, Business Development
Education
Indiana University of Pennsylvania
Sharon Moon's PKF North America Experience April 2015 - Present
Job Vice President Member Engagement at PKF North America
Industry Accounting
Experience
PKF North America April 2015 - Present
PKF North America January 2010 - January 2011
PKF North American Network April 2006 - January 2010
Delta Air Lines April 1996 - April 2006
Skills
Management Consulting, Accounting, Nonprofits, Strategic Planning, Budgets, Training, Project Management, Meeting Planning, Managing Meetings, Executive Support, Management, Event Planning, Program Management, Project Planning, Leadership
Education
Georgia State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Georgia State University
PKF North America April 2015 - Present
PKF North America January 2010 - January 2011
PKF North American Network April 2006 - January 2010
Delta Air Lines April 1996 - April 2006
Skills
Management Consulting, Accounting, Nonprofits, Strategic Planning, Budgets, Training, Project Management, Meeting Planning, Managing Meetings, Executive Support, Management, Event Planning, Program Management, Project Planning, Leadership
Education
Georgia State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Georgia State University
Anita Winkler,CMP's PKF North America Experience November 2008 - Present
Job Conference and Event Manager
Industry Events Services
Experience
PKF North America November 2008 - Present
American Cancer Society December 1994 - August 2008
American Cancer Society 1994 - 2008
International Medical Experience Exchange (IMEDEX) 1991 - December 1994
IMEDEX 1991 - 1994
Skills
Event Planning, Strategic Planning, Budgeting, Contract Negotiation, Conferences, Meeting Planning, Budget Management, Event Management, Marketing Communications, Hospitality, Trade Shows, Leadership, Corporate Events, Marketing, Management, Nonprofits, Marketing Strategy, Customer Service, Hospitality Management
Education
Georgia State University
BA, Sociology, Psychology
PKF North America November 2008 - Present
American Cancer Society December 1994 - August 2008
American Cancer Society 1994 - 2008
International Medical Experience Exchange (IMEDEX) 1991 - December 1994
IMEDEX 1991 - 1994
Skills
Event Planning, Strategic Planning, Budgeting, Contract Negotiation, Conferences, Meeting Planning, Budget Management, Event Management, Marketing Communications, Hospitality, Trade Shows, Leadership, Corporate Events, Marketing, Management, Nonprofits, Marketing Strategy, Customer Service, Hospitality Management
Education
Georgia State University
BA, Sociology, Psychology
Lara Joseph's PKF North America Experience August 2011 - Present
Job
Industry Nonprofit Organization Management
Experience
PKF North America August 2011 - Present
Alexander Proudfoot March 2011 - August 2011
Time Inc., MNI July 2009 - 2011
The Keenan Law Firm October 2006 - May 2009
Subway August 1996 - August 2006
Sony Electronics 1997 - 2000
Skills
Strategic Planning, Advertising, Salesforce.com, Event Planning, Integrated Marketing, Event Management, Business Development, Account Management, Microsoft Office, Digital Media, Digital Marketing, Marketing Strategy, Marketing, Sales, Management, Strategy, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
BBA, Managerial Sciences
Florida State University
Associate of Arts (A.A.), Business
PKF North America August 2011 - Present
Alexander Proudfoot March 2011 - August 2011
Time Inc., MNI July 2009 - 2011
The Keenan Law Firm October 2006 - May 2009
Subway August 1996 - August 2006
Sony Electronics 1997 - 2000
Skills
Strategic Planning, Advertising, Salesforce.com, Event Planning, Integrated Marketing, Event Management, Business Development, Account Management, Microsoft Office, Digital Media, Digital Marketing, Marketing Strategy, Marketing, Sales, Management, Strategy, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
BBA, Managerial Sciences
Florida State University
Associate of Arts (A.A.), Business
Nirali Parikh's PKF North America Experience 2010 - 2010
Job Finance/Accounting/IT
Industry Financial Services
Experience
Exelon September 2015 - Present
Capital One 2014 - 2014
UL 2013 - 2013
Perry & Associates,LLC 2012 - 2013
PKF North America 2010 - 2010
Jackson Hewitt Tax Service Inc. 2009 - 2009
GKN Aerospace 2007 - 2009
JPMorgan Chase 2004 - 2006
Skills
Journal Entries, Tax, Financial Reporting, GAAP, General Ledger, Tax Preparation, Income Tax, Account Reconciliation, Accounts Receivable, Bookkeeping, Tax Returns, Accounting, QuickBooks, Sales Tax, Accounts Payable, Financial Accounting, Auditing, Fixed Assets, Corporate Tax, Financial Statements, SQL, ERP
Education
Glendale Community College 2009 — 2010
Certification, Accounting and Information System
Gujarat University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Gujarat University 1999 — 2002
Bachelor's degree, Accounting
Exelon September 2015 - Present
Capital One 2014 - 2014
UL 2013 - 2013
Perry & Associates,LLC 2012 - 2013
PKF North America 2010 - 2010
Jackson Hewitt Tax Service Inc. 2009 - 2009
GKN Aerospace 2007 - 2009
JPMorgan Chase 2004 - 2006
Skills
Journal Entries, Tax, Financial Reporting, GAAP, General Ledger, Tax Preparation, Income Tax, Account Reconciliation, Accounts Receivable, Bookkeeping, Tax Returns, Accounting, QuickBooks, Sales Tax, Accounts Payable, Financial Accounting, Auditing, Fixed Assets, Corporate Tax, Financial Statements, SQL, ERP
Education
Glendale Community College 2009 — 2010
Certification, Accounting and Information System
Gujarat University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Gujarat University 1999 — 2002
Bachelor's degree, Accounting
Mollie Measher's PKF North America Experience 1990 - 1992
Job Information Specialist at Atchley & Assoc.
Industry Accounting
Experience
Atchley & Associates, LLP August 1999 - Present
Faske Lay & Co 1992 - 1999
PKF North America 1990 - 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Editing, Accounts Payable, Strategic Planning, Access, Adobe Acrobat, Outlook, Research, Administration
Education
University of Houston 1982 — 1983
Fine/Studio Arts, General
East Texas State University Commerce Texas 1980 — 1982
Fine/Studio Arts, General
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
Atchley & Associates, LLP August 1999 - Present
Faske Lay & Co 1992 - 1999
PKF North America 1990 - 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Editing, Accounts Payable, Strategic Planning, Access, Adobe Acrobat, Outlook, Research, Administration
Education
University of Houston 1982 — 1983
Fine/Studio Arts, General
East Texas State University Commerce Texas 1980 — 1982
Fine/Studio Arts, General
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
High School for the Performing & Visual Arts
Edward Hilgendorf's PKF North America Experience October 1988 - May 1999
Job Compliance Director Retirement Services at Bank of America
Industry Accounting
Experience
Bank of America January 2015 - Present
Experis October 2014 - Present
TIAA March 2011 - December 2013
TIAA-CREF January 2008 - March 2011
TIAA-CREF January 2003 - December 2007
TIAA-CREF May 1999 - December 2002
PKF North America October 1988 - May 1999
Skills
Financial Reporting, Management, Employee Benefits, Mutual Funds, Financial Services, 401k, Strategic Financial..., Retirement, Investments, Retirement Planning, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, Tax, Process Improvement, Risk Management, Finance, Financial Risk, Business Process..., Business Analysis, Strategy
Education
City University of New York-Baruch College 1983 — 1988
BBA/MBA, Accounting / CIS
BCHS
BCHS
Bank of America January 2015 - Present
Experis October 2014 - Present
TIAA March 2011 - December 2013
TIAA-CREF January 2008 - March 2011
TIAA-CREF January 2003 - December 2007
TIAA-CREF May 1999 - December 2002
PKF North America October 1988 - May 1999
Skills
Financial Reporting, Management, Employee Benefits, Mutual Funds, Financial Services, 401k, Strategic Financial..., Retirement, Investments, Retirement Planning, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, Tax, Process Improvement, Risk Management, Finance, Financial Risk, Business Process..., Business Analysis, Strategy
Education
City University of New York-Baruch College 1983 — 1988
BBA/MBA, Accounting / CIS
BCHS
BCHS
Anita Winkler's PKF North America Experience November 2008 - Present
Job Certified Meeting Professional (CMP)
Industry Accounting
Experience
PKF North America November 2008 - Present
American Cancer Society December 1994 - August 2008
American Cancer Society December 1994 - August 2008
Education
Georgia State University
BA, Sociology, Pshychology
PKF North America November 2008 - Present
American Cancer Society December 1994 - August 2008
American Cancer Society December 1994 - August 2008
Education
Georgia State University
BA, Sociology, Pshychology
Emily (Rivers) Chase's PKF North America Experience September 2013 - July 2015
Job Marketing Coordinator at PulteGroup
Industry Marketing and Advertising
Experience
PKF North America September 2013 - July 2015
PotashCorp Aurora May 2013 - August 2013
The Colonnade August 2012 - May 2013
Advertising Campaigns Project January 2013 - April 2013
Advertising and Promotions project August 2012 - December 2012
PotashCorp Aurora May 2012 - August 2012
The Colonnade Student Newspaper March 2012 - July 2012
PotashCorp Aurora June 2011 - August 2011
PotashCorp Aurora May 2010 - August 2010
Skills
Photoshop, Social Networking, Social Media, Integrated Marketing, InDesign, Keynote, Microsoft Product Studio, Company Newsletters, Exceptionally Organized, Event Planning, Works well in a team, Commitment to Customer..., Highly Ambitious, Hardwork, Advertising, Marketing, Editing, Customer Service, cvent event management..., Basic HTML
Education
Georgia College and State University 2009 — 2013
Bachelor of Arts (B.A.)
PKF North America September 2013 - July 2015
PotashCorp Aurora May 2013 - August 2013
The Colonnade August 2012 - May 2013
Advertising Campaigns Project January 2013 - April 2013
Advertising and Promotions project August 2012 - December 2012
PotashCorp Aurora May 2012 - August 2012
The Colonnade Student Newspaper March 2012 - July 2012
PotashCorp Aurora June 2011 - August 2011
PotashCorp Aurora May 2010 - August 2010
Skills
Photoshop, Social Networking, Social Media, Integrated Marketing, InDesign, Keynote, Microsoft Product Studio, Company Newsletters, Exceptionally Organized, Event Planning, Works well in a team, Commitment to Customer..., Highly Ambitious, Hardwork, Advertising, Marketing, Editing, Customer Service, cvent event management..., Basic HTML
Education
Georgia College and State University 2009 — 2013
Bachelor of Arts (B.A.)