Plante Moran
Industry: Management consulting services company
DescriptionPlante Moran is the 11th largest certified public accounting, professional services, and business advisory firm in the United States offering audit, accounting, tax, investment banking, wealth management, and business advisory consulting services. Headquarters: Michigan, United States Revenue: 626 million USD (2017) Founded: 20 January 1924 Type of business: Professional Limited Liability Company Subsidiaries: P&M Corporate Finance, LLC,
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Plante Moran Employees
Plante Moran July 2009 - Present
Plante Moran July 2001 - June 2009
Plante Moran July 2000 - June 2001
Plante Moran January 1989 - June 2000
Federal-Mogul Holdings Corporation May 1987 - December 1987
Education
University of Michigan-Dearborn 1984 — 1988
Bachelor's Degree, Business Administration, Concentration in Accounting
KPMG US October 2013 - Present
Plante Moran September 2012 - September 2013
Pilz September 2008 - September 2012
Proctor Financial, Inc November 2005 - September 2008
General Motors Mediaworks October 2003 - August 2005
Anita Santiago Advertising February 2002 - March 2003
Deutsch April 2000 - February 2002
J. Walter Thompson Worldwide September 1999 - April 2000
Video City January 1998 - September 1999
Nickelodeon Animation Studio January 1996 - December 1998
Skills
Negotiation, Lead Generation, Integrated Marketing, Marketing, Advertising, Market Research, Public Relations, Program Management, Management, Marketing Strategy, Strategic Planning, Team Building, Competitive Analysis, Marketing Communications, B2B, New Business Development, Online Advertising, Sales Management, Account Management, Business Strategy, Emarketing, Digital Marketing, Behavioral Targeting, Personalization, Display Advertising, Sales Leads, Email Marketing, Direct Marketing, Online Marketing, Social Media Marketing, Digital Media, B2B Marketing, Media Planning, Web Marketing, Social Media, Marketing Management, Strategy, Corporate Communications, Product Marketing, Budgets, Web Design, SEM, Sales, Trade Shows, Leadership, Brand Management, CRM, Business Planning, Business Development, Event Management
Education
University of Southern California 1996 — 1997
MA, Communications Management
University of Michigan 1990 — 1994
BA, Communications
De La Salle
De La Salle
Deloitte July 2014 - Present
Plante Moran May 2013 - August 2013
DRW Trading Group May 2012 - August 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2011 - January 2012
Vista Health Sytem May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Accounting, PowerPoint, Financial Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Accountancy
New Trier High School 2006 — 2010
Mercedes-Benz USA May 2013 - Present
Mersino Management Company 2010 - 2013
Doeren Mayhew November 2006 - July 2010
Plante Moran October 2001 - November 2006
Skills
Tax, Construction Management, Manufacturing, Lean Manufacturing, Financial Accounting, Tax Accounting, Cost Accounting, LIFO, Financial Analysis, Financial Reporting, Corporate Tax, Tax Advisory, Sales Tax, Tax Research, Tax Reporting, Management
Education
Walsh College of Accountancy and Business Administration 2004 — 2005
MS, Taxation
University of Michigan-Flint 1998 — 2001
Bachelor of Business Administration (BBA), Accounting
Chrysler Group LLC June 2014 - Present
PwC January 2012 - June 2014
Deloitte April 2006 - December 2012
Plante Moran August 2002 - April 2006
Skills
Tax Accounting, International Tax, Corporate Tax, Tax Research
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2002
Master's Degree, Accounting
Plante Moran June 2013 - August 2013
University of Michigan Business & Finance Department,Procurement Services May 2012 - August 2012
Division of Finance & Regulatory Compliance May 2011 - August 2011
State of New Jersey, Department of Education June 2010 - August 2010
Nippon Express May 2010 - August 2010
Skills
Financial Accounting, Financial Analysis, Financial Audits, Assurance, Cost Accounting, DCF, Valuation, Quantative Analysis, Operations Management, Strategy, Marketing, Microsoft Excel, PowerPoint, Japanese, Team-oriented, Critical Thinking, Time Management, Research
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science in Accountancy, Financial Reporting and Assurance Services track
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration, Accounting, Finance, Marketing
University of Michigan the Literature, Science & Arts Honors 2009 — 2010
Broad Liberal Arts curriculum with pre-business emphasis
West Windsor Plainsboro High School South 2005 — 2009
Plante Moran January 2015 - Present
University of Michigan-Flint February 2012 - December 2014
University of Michigan-Flint September 2011 - April 2014
Plante Moran June 2013 - August 2013
Genesee District Library June 2010 - April 2013
Jim Johnson March 2011 - October 2011
Skills
Time Management, Data Analysis, Project Management, Financial Accounting, Microsoft Excel, Microsoft Word, Organization &..., PowerPoint, Teamwork, Event Planning, Critical Thinking
Education
University of Michigan-Flint 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Linden High School 2006 — 2010
Toastmasters International June 2014 - Present
Plante Moran October 2012 - June 2014
Bourbon Baroque February 2011 - March 2014
The MicroLibrary April 2011 - November 2013
Pallas Partners November 2011 - October 2012
YPAL August 2011 - April 2012
World Trade Center Kentucky June 2011 - September 2011
Home of the Innocents September 2010 - August 2011
starbucks coffee co April 2005 - August 2010
Small Business Institute January 2009 - May 2009
Skills
Planning, Organizing, Competitive Analysis, Financial Modeling, Business Planning, New Business Development, Non-profits, Financial Analysis, Microsoft Excel, Nonprofits, Fundraising, Entrepreneurship, Strategy, Program Management, Management, Business Networking, Project Planning, Market Research, Proposal Writing, Maptitude, Highly Adaptable, Group Work, Autonomy, Business Management, Non-profit Development, Personnel Development, Group Presentations, Presentation Development, Able To Multi-task, Dealing with Ambiguity, Prioritization, Time Management, Case Analysis, Business Case, Problem Analysis, Problem Solving, Grant Writing, Grant Application, Excel, Marketing
Education
University of Louisville 2010 — 2011
MBA, Consulting, Project Management, Operations Management, Finance, Accounting, Technology Management
University of Louisville 2007 — 2009
Bachelor of Science, Business Administration, Management, Consulting
Plante Moran October 2013 - Present
University of Michigan Health System September 2009 - September 2013
InaCOMP Technical Services Group (Formerly DynTek Services) March 2006 - September 2009
NovaStar Solutions January 2000 - February 2006
Skills
IT Infrastructure Design, Enterprise IT..., IT Infrastructure..., VMware Infrastructure, Storage Area Networks, Storage Virtualization, High Availability, Business Continuity, Backup & Recovery..., Windows Server, Active Directory, High Availability..., Microsoft Exchange, K-12 Education, Healthcare Information..., System Deployment, Solution Architecture, System Administration, Enterprise Architecture, Infrastructure, Consulting, Server Architecture, Network Security, Powershell, SharePoint
Education
University of Michigan-Dearborn
Bachelor of Science (BS), Computer Engineering
Plante Moran March 2014 - Present
Quicken Loans October 2013 - February 2014
University of Michigan Health System May 2011 - April 2013
North Farmington High School Yearbook May 2008 - July 2009
Skills
ERP Selection, Needs Analysis, Enterprise Asset..., Microsoft Office, Technology Needs..., Local Government, ERP Software, Social Media, Marketing, Advertising, Market Research, Microsoft Excel, Marketing Strategy, Facebook, Marketing Communications, Digital Marketing, Brand Management, Social Media Marketing, Social Networking, PowerPoint, Information Technology, Technology, Conducting Interviews, Organizational Needs...
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Emphasis in Marketing
First USA /Bank One 1996 - 1999
Bath & Body Works / The Limited Brands 1993 - 1996
Plante Moran 1989 - 1993
Skills
Financial Analysis, Marketing analysis, Business Planning, Forecasting, Accounting, CPA, Management, Customer Service, Process Improvement, Public Speaking, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
Bachelor of Business Administration (BBA) with Honors, Accounting and Finance
PwC September 2014 - Present
University of Michigan Ross School of Business September 2013 - May 2014
PwC June 2013 - September 2013
Ameriprise Financial Services, Inc. January 2013 - May 2013
Plante Moran June 2012 - August 2012
University of Michigan - Center for Statistical Consultation and Research (CSCAR) May 2011 - October 2011
Skills
Tax, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Teamwork, International Tax, Corporate Tax, Financial Accounting, Financial Reporting, Cost Accounting, Mergers & Acquisitions, International Finance, Financial Audits, Finance, Quarterly Reviews, International Tax..., Corporate Law, Business Economics, Tax Research, Due Diligence, Statistics, Sustainability
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Master of Accounting, with High Distinction
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting Concentration, with High Distinction
Change Your Health for Life July 2012 - Present
Asana Integrated Medical Group February 2011 - Present
IASIS Healthcare October 2008 - February 2011
Academy of the Sacred Heart, Bloomfield Hills, MI March 1996 - September 2008
Plante Moran January 1989 - June 1993
Skills
Holistic Health, Fitness, Wellness, Nutrition, Health, Non-profits, Lifestyle Coaching, Coaching, Healthcare, Healthcare Management, Nutritional Counseling, Training, Customer Service, Wellness Coaching, Lifestyle
Education
Institute for Integrative Nutrition 2012 — 2013
University of Michigan-Dearborn 1986 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Mattina, Kent & Gibbons, P.C. September 2014 - Present
Plante Moran January 2014 - April 2014
Lapeer County Bank & Trust Co. May 2010 - December 2013
Meijer September 2009 - April 2010
Skills
Sales, Cash Handling Experience, Microsoft Excel, Goal Oriented, Reliable, Learning Quickly, Open Minded, Organization &..., Team Leadership, Accounting, Leadership, Banking, Customer Service
Education
University of Michigan-Flint 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Plante Moran August 2015 - Present
Plante Moran June 2014 - August 2014
Plante Moran January 2014 - April 2014
University of Illinois at Urbana-Champaign August 2012 - December 2013
Baker Tilly Virchow Krause, LLP June 2013 - August 2013
Young Innovations June 2012 - August 2012
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Access, Financial Reporting, Financial Analysis, Research, Leadership, Teamwork, Customer Service, Internal Audit, Critical Thinking
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2015
Master's Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor's Degree, Accounting
Neuqua Valley High School
Plante Moran November 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2010
Optimum Investment Advisors June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, ProSystem fx Tax, Caseware, CCH Intelliconnect, Individual Taxation, Partnership Taxation, Corporate Taxation, Tax Accounting, Tax, CPA, Corporate Tax, Accounting, Financial Accounting, Tax Preparation
Education
University of Miami 2011 — 2011
Master's; Master of Science, Accounting Program; Taxation
University of Miami 2007 — 2011
Bachelor's of Business Administration, Accounting
University of Sydney 2010 — 2010
PwC May 2014 - Present
Ernst & Young October 2012 - May 2014
Ernst & Young June 2011 - August 2011
Plante Moran January 2011 - April 2011
Cedar Fair Entertainment Company May 2010 - August 2010
Plante Moran January 2010 - April 2010
Custom Products Corporation June 2009 - August 2009
Skills
Sarbanes-Oxley Act, Auditing, Tax, Accounting, Internal Audit, Internal Controls, US GAAP, Financial Reporting, SEC filings, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Master of Science in Accountancy, Accounting
Xavier University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
St. Ignatius High School 2003 — 2007
Plante Moran August 2014 - Present
University of Michigan May 2011 - May 2014
BDO USA, LLP June 2013 - August 2013
Ford Motor Company June 2012 - September 2012
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Master of Accounting
University of Michigan 2009 — 2013
Economics
American Friends of The Hebrew University October 2008 - Present
Jewish Federation of Metropolitan Chicago April 2006 - October 2008
Jewish Federation of Metropolitan Detroit April 2002 - June 2005
Plante Moran March 2000 - February 2002
Frank, Stefani, Haron & Hall February 1999 - February 2000
Comerica Bank March 1998 - February 1999
PwC July 1994 - March 1998
Coopers & Lybrand September 1992 - July 1994
Skills
Fundraising, Endowments, Public Relations, Volunteer Management, Event Management, Board Development, Non-profits, Public Speaking, Grant Writing, Community Outreach, Stewardship, Event Planning, Microsoft Office, Program Development, Planned Giving, Nonprofits, Annual Giving, Grants, Leadership, Estate Planning
Education
Wayne State University Law School 1989 — 1992
Doctor of Law (J.D.)
University of Michigan Business School 1984 — 1988
BBA, Marketing
HCR ManorCare November 2013 - Present
HCR ManorCare November 2012 - November 2013
Plante Moran November 2011 - November 2012
Buckenmeyer & King, CPA's August 2008 - November 2011
Lynne M. Davis, CPA January 1996 - November 2011
The Limited, Inc January 1995 - January 1996
The Limited, Inc. January 1993 - January 1995
Price Waterhouse January 1989 - January 1993
University of Michigan January 1989 - January 1990
Skills
Proficient in..., CPA Licensed in Ohio,..., Auditing, Accounting, Tax, Financial Accounting, CPA
Education
University of Michigan 1985 — 1990
Bachelor of Business Administration (BBA)
University of Michigan 1985 — 1990
Master of Accounting, Accounting
Terzo & Bologna, Inc. November 2014 - Present
KRES Inc. July 2011 - Present
Plante Moran January 2012 - November 2014
Sign-A-Rama Brighton January 2003 - October 2007
City National Bank March 1993 - December 2002
Skills
Limited Licensed..., Valuation, Real Estate, Commercial Real Estate, Appraisals, Investment Properties
Education
University of Michigan 1996 — 1999
MBA, Finance
Western Michigan University - Haworth College of Business 1989 — 1994
Cost & Managerial Accounting
Advanced Income Class
Brennan & Roland, A Professional Company May 2015 - Present
University of San Diego School of Law August 2014 - Present
Plante Moran May 2012 - July 2014
Plante Moran September 2011 - May 2012
Bredell & Bredell PC May 2008 - July 2009
Apple, Inc May 2008 - November 2008
Moran, Raimi, and Goethel PC October 2006 - May 2008
Skills
Microsoft Office, Microsoft Excel, Outlook, Event Planning, Adobe Creative Suite, Legal Research, Research, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Graphic Design, Social Media, Fundraising, CRM, Legal Documents, Legal Writing
Education
University of San Diego School of Law 2014 — 2017
University of Michigan 2005 — 2010
Political Science
Planned Parenthood Advocates & Affiliates of Michigan August 2013 - Present
Planned Parenthood Advocates of Michigan May 2013 - August 2013
BAK, Inc. August 2010 - August 2013
Borders August 2009 - April 2010
New York & Company May 2009 - August 2009
Grand Rapids Allergy June 2008 - August 2008
Plante Moran January 2006 - April 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Customer Service, Social Media Marketing, Qualitative Research, Photoshop, Curriculum Development, Women's Health, Public Health Education, Canvassing, Online Research, Quantitative Research, Google Docs, Microsoft Publisher, Gender Studies, Sales, Grassroots Lobbying, Personnel Management, WordPress, Public Speaking, Employee Training, Volunteer Training, Community Outreach, Community Health, Project Management, Nonprofits
Education
University of Michigan 2008 — 2013
Bachelor of Science, Sociology, Women’s Studies, Concentration GPA 3.593/3.878
Plante Moran January 2006 - Present
Skills
Auditing, Recruiting, Assurance, Accounting, Financial Reporting, Internal Controls, GAAP, CPA, Financial Analysis, Financial Accounting, Single Audit, GASB
Education
University of Michigan-Flint 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
Plante & Moran, PLLC July 2011 - Present
Plante Moran May 1993 - June 2011
Coopers & Lybrand 1987 - 1993
Texas Instruments May 1982 - September 1987
Skills
Financial Analysis, Business Process..., Management Consulting, Process Improvement, Consulting, Internal Controls
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance
IMA National Conference
IMA National Conference
Plante Moran July 1980 - Present
Plante Moran October 2011 - October 2011
Skills
Accounting, Tax, Financial Advisory, Leadership, Auditing, Strategy, CPA, Business Valuation, Assurance, Employee Benefits, Finance, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, Management, Wealth Management, Mergers & Acquisitions, Financial Analysis, Healthcare, Enterprise Risk..., Recruiting, IFRS, Internal Controls, Tax Preparation, Consulting, Income Tax, Corporate Tax, ERP, Operational Excellence, State Tax, Strategic Planning, Forensic Accounting, Mergers, International Tax, Insurance, Succession Planning, Small Business, Tax Credits, Restructuring, Financial Accounting
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Plante Moran May 2008 - Present
R. L. Polk & Co. 2006 - 2008
3E Company 2001 - 2006
New World Systems 1996 - 2001
Smith Barney January 1992 - December 1996
Skills
New Business Development, Selling, Consulting, Due Diligence, Business Development, ERP, Auditing, Business Planning, Manufacturing, Automotive, Mergers & Acquisitions, Sales, Employee Benefits, CRM, Tax, M&A experience, Strategy, Finance, 401k, Accounting, Consultative Selling, Investment Banking, IT Security Assessments, Healthcare Consulting, Management, Leadership, Contract Negotiation, Competitive Analysis, Analytics, Process Improvement, Marketing Strategy, Marketing, Cold Calling, Investments, Networking
Education
Wayne State University 1989 — 1991
MBA, Marketing
University of Michigan-Dearborn 1982 — 1986
BSA, MIS
Plante Moran July 2012 - Present
Blackman Kallick October 2011 - June 2012
Rainbow Resource Center, Inc. 2006 - 2010
Skills
Accounts Payable, Auditing, Financial Reporting, GAAP, Mergers & Acquisitions, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2011
Master in Accounting Science, BS in Accounting, Minor in Finance
MFO Management Company January 2014 - Present
Plante Moran January 2002 - December 2013
Chase March 1999 - January 2002
Skills
Taxation of Trusts,..., Fiduciary Accountings, High Net Worth..., Tax Preparation, Trust Services
Education
University of Michigan
Bachelor of Business Administration (BBA), Accounting
Walsh College of Accountancy and Business Administration
Master's degree, Taxation
Plante Moran December 2011 - Present
Masco Cabinetry November 2010 - December 2011
Long Point Capital January 2010 - February 2010
New York Yankees 2007 - 2010
Long Point Capital October 2008 - January 2009
Matrix Capital Markets Group October 2007 - February 2008
Skills
Business Valuation, Mergers & Acquisitions, Valuation, Accounting, Purchase Price..., Financial Analysis, Financial Modeling, Budgets, Risk Management, Due Diligence, Financial Reporting, Finance, Mergers, Microsoft Excel, Corporate Finance, Forecasting, Private Equity
Education
University of Notre Dame 2003 — 2007
B.A., Economics
Plante Moran July 2012 - Present
Blackman Kallick November 2008 - August 2012
Miller, Cooper & Co., Ltd. November 2004 - November 2008
Skills
Tax Research, Partnership Taxation, S Corporations, Tax Returns, Tax Accounting, Corporate Tax, Income Tax, GAAP, Sales Tax, Tax Preparation, US Tax, ProSystem fx Tax
Education
University of Iowa 1995 — 1999
BBA, ACCOUNTING
Plante Moran August 2013 - Present
University of Illinois at Urbana-Champaign August 2012 - May 2013
University of Illinois at Urbana-Champaign August 2012 - December 2012
Plante Moran June 2012 - August 2012
Deloitte January 2012 - March 2012
University of Illinois at Urbana-Champaign August 2011 - December 2011
The Career Center at the University of Illinois at Urbana-Champaign August 2009 - December 2011
Plante Moran June 2011 - August 2011
Skills
Accounting, CPA, Financial Analysis, Financial Statements, Microsoft Excel, Financial Accounting, Financial Reporting, Auditing, PowerPoint, Microsoft Word, US GAAP, Financial Modeling, QuickBooks, Access, GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science, Accountancy
Marengo Community High School 2004 — 2008
Wells Fargo Bank December 2005 - Present
Multi Building Company February 2003 - December 2005
National City Bank May 1988 - January 2003
Michigan National Bank January 1982 - May 1988
Plante Moran June 1978 - January 1983
Skills
Real Estate Economics, Loans, Commercial Mortgages, Commercial Lending, Real Estate, Portfolio Management, Due Diligence, Investment Properties, CMBS, Financial Analysis, Real Estate Financing, Commercial Banking, Credit, Real Estate Development, Commercial Real Estate, Real Estate Transactions
Education
University of Michigan Business School 1974 — 1978
BBA, Accounting / Finance
University of Detroit Jesuit High School 1970 — 1974
Plante Moran August 2012 - Present
University of Michigan September 2011 - April 2012
Plante & Moran, PLLC June 2010 - August 2011
University of Michigan Institute for Research on Labor, Employment and the Economy March 2008 - April 2011
Dickson & Associates April 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
MAcc, Accounting
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Business, Accounting, German
Kaufman Financial Group January 2015 - Present
Plante Moran May 2014 - December 2014
Greene, Tweed & Co February 2011 - March 2014
The Mergis Group March 2010 - February 2011
Valassis October 2007 - March 2010
Skills
Manufacturing, Talent Acquisition, Human Resources, Recruiting, Applicant Tracking..., Engineering, Process Improvement, Six Sigma, Leadership, Interviews, Project Management, Personnel Management, Talent Management, Performance Management, Employer Branding, Team Building, Strategic Sourcing, Training, Management, Employee Relations, Strategy, Onboarding, Program Management, Coaching, HR Policies, College Recruiting, Sourcing, Veterinary Pathology, Interior Architecture
Education
University of Michigan 2006 — 2009
Bachelor's Degree, Psychology
NexCare Health Systems August 2014 - Present
Charles Reinhart Company March 2013 - August 2014
AAM April 2012 - March 2013
AAM December 2009 - April 2012
Plante Moran August 2006 - December 2009
Education
University of Michigan-Dearborn 2005 — 2006
Masters of Science in Accounting, Concentration in Taxation
Western Michigan University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Divine Child
United Methodist Retirement Communities August 2015 - Present
United Methodist Retirement Communities January 2007 - July 2015
Plante Moran 2004 - 2006
Plante Moran 2004 - 2006
Skills
Financial Reporting, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Internal Controls, Financial Analysis, Quickbooks, Payroll, Auditing, Fixed Assets, Audit, Reconciliation, Cash Flow, Financial Accounting, Cash Management, Budgets, Team-oriented, Tax
Education
University of Michigan Business School 1997 — 2001
BBA, Finance and Accounting
Plante Moran August 2007 - Present
Skills
Assurance, Tax, Auditing, Accounting, Financial Reporting, Local Government, CPA, Personal Tax Planning
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2007
Master of Accounting
University of Michigan 2002 — 2006
Bachelor of Business Administration
EY April 2015 - Present
Henry Ford Health System January 2014 - April 2015
The Boston Consulting Group December 2012 - January 2014
Plante Moran October 2001 - November 2012
Deloitte & Touche 1998 - 2001
EDS 1994 - 1998
First State Bank 1986 - 1994
Skills
Human Resources, Employee Relations, HRIS, Talent Management, Talent Acquisition, Sourcing, Recruiting, Accounting, Interviews, Personnel Management, Leadership, Succession Planning, Training, Auditing, Hiring, Tax
Education
Wayne State University 1991 — 1994
MBA, Finance
University of Michigan-Dearborn 1987 — 1991
BA, International Studies/German/French
GFI Capital January 2013 - Present
Pennrose Management Company August 2008 - January 2013
Diversified Property Service January 2003 - August 2008
Etkin October 1996 - December 2005
Premisys Real Estate Service, Inc January 1993 - October 1996
Plante Moran January 1987 - December 1992
Skills
Property Management, Leases, Due Diligence, Real Estate Economics, Real Estate, Apartments, Real Estate Development, Affordable Housing, LIHTC, Asset Management, Budgets, Financial Analysis, Investment Properties, Management, Finance, Investments, Commercial Real Estate, Valuation, Property, Accounting, Residential Homes, Portfolio Management, Negotiation, Brokerage, Real Estate Financing, Investors, Tenant, Tax Credits, Loans, Real Estate Transactions, Disposition, Acquisitions, Private Equity, Cash Flow, HUD, Rentals, Lease Administration, Condos
Education
Wayne State University 1992 — 1994
MBA, Finance
University of Michigan 1983 — 1987
BA, International Studies/Economics
University of Michigan 1983 — 1987
BBA, Accounting
Plante Moran July 2012 - Present
Blackman Kallick June 1981 - June 2012
Skills
Tax, IFRS, Corporate Tax, Financial Reporting, Mergers & Acquisitions, Partnership Taxation, Accounting, CPA, Assurance, Business Valuation, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Bachelor of Science, Accounting
McGladrey October 2014 - Present
McGladrey September 2013 - September 2014
Deloitte & Touche LLP January 2012 - September 2013
Plante Moran July 2009 - December 2011
Plante & Moran, PLLC January 2006 - June 2009
Plante & Moran, PLLC August 2004 - December 2005
PricewaterhouseCoopers June 2002 - August 2002
Skills
GLBA, SAS70, HIPAA, IT Audit, ITGC, Internal Controls, Business Process, SSAE 16, Service Organization..., Enterprise Risk..., Internal Audit, SOX 404, IT Risk Management, Risk Assessment, ISO 27001, Information Security, Auditing, Information Technology, Risk Management, Sarbanes-Oxley
Education
University of Southern California - Marshall School of Business 2003 — 2004
Master of Accounting
University of Michigan 1999 — 2003
BS, Computer Science and Economics
Plante Moran March 2014 - Present
Robert Half Management Resources June 2013 - February 2014
The Mergis Group January 2013 - June 2013
APEX Analytix August 2011 - December 2012
Bartech Group August 2010 - July 2011
Greektown Casino - Hotel May 2009 - February 2010
The Rehmann Group April 2007 - March 2009
Jefferson Wells June 2005 - March 2007
Deloitte & Touche 2004 - 2005
Jefferson Wells May 2000 - May 2004
Skills
Consulting, Management Consulting, Accounts Receivable, Risk Management, Project Management, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Leadership, Process Improvement, Accounting, Auditing, Management, Analysis, Risk Assessment, Finance, Internal Controls, Financial Accounting, Managerial Finance, Financial Analysis, Sarbanes-Oxley, Financial Audits, Financial Reporting, Business Process..., US GAAP, Forecasting, Financial Risk, GAAP, Enterprise Risk..., Due Diligence, External Audit, Business Process
Education
University of Michigan 1983 — 1987
BA, Economics and Business
Plante Moran July 2009 - Present
Jackson, Rolfes, Spurgeon & Co. November 2002 - June 2009
James P. Minutolo Co. LPA November 1999 - June 2009
The Motz Group, Inc. November 1999 - October 2002
Klaine, Wiley, Hoffmann & Minutolo November 1986 - October 1999
Strauss, Troy & Ruehlmann May 1983 - October 1986
Skills
Corporate Tax, Tax, Mergers, Estate Planning, Retirement, Succession Planning, Mergers & Acquisitions, Financial Planners, Trusts, Strategic Financial..., Finance, Retirement Planning, Accounting, High Net Worth..., Tax Law, Income Tax, International Tax, Due Diligence, CPA, Tax Accounting, Private Equity, Tax Preparation, Estate Tax Planning, SEC filings, Business Valuation, Tax Advisory, Corporate Governance, GAAP, Sarbanes-Oxley Act, Restructuring, Tax Research, Internal Controls, Transfer Pricing, Auditing, Financial Planning
Education
Vanderbilt University Law School 1980 — 1983
JD, Law
University of Notre Dame 1976 — 1980
BA, American Studies
Science Hill High School 1973 — 1976
Aon Hewitt March 2013 - March 2015
Plante Moran November 2006 - April 2012
SMART Business Advisory and Consulting October 2005 - October 2006
Nationwide Insurance August 2002 - May 2004
Reliastar/ING August 1998 - May 2001
Skills
401k, Investments, Due Diligence, Defined Contribution, Investment Advisory..., Asset Allocation, Fiduciary Governance, Strategic Planning, Investment Consulting, Project Management, Business Relationship..., Business Development, Retirement Plan..., ERISA, Institutional..., Investment Policy, Fiduciary Expertise, Vendor Relations, Investment Management, Employee Benefits, Mutual Funds, Fiduciary Services, Participant..., Strategic Communications, Investment Policy..., Retirement, Fiduciary Management, Asset Management, Fee Benchmarking, Defined Contribution..., Meeting Management, Practice Management, Practice Development, Best Practices, Problem Solving, Self-starter, Brand Marketing, Managed Account Services, Communications, Strategic Negotiations
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
Plante Moran July 2015 - Present
EY October 2012 - June 2015
EY August 2010 - September 2012
Plante Moran May 2008 - July 2010
U.S. District Court May 2007 - August 2007
Gold Star Financial Group May 2005 - July 2006
Education
Indiana University Maurer School of Law
Doctor of Law (J.D.), Minor in Business
University of Michigan - Stephen M. Ross School of Business
M.A.
University of Michigan
Bachelor of Arts (B.A.)
Health Alliance Plan March 2014 - Present
Health Alliance Plan January 2013 - March 2014
Health Alliance Plan October 2011 - January 2013
St. John Providence Health System August 2008 - October 2011
Plante Moran April 2005 - August 2006
Plante Moran August 2002 - April 2005
Skills
Healthcare, Process Improvement, Cross-functional Team..., Change Management, Strategic Planning, Management Consulting, Program Management, Business Process..., Strategy, Business Strategy, Healthcare Management, HIPAA, Healthcare Consulting, Healthcare Information..., Hospitals, Leadership, Management, Managed Care
Education
University of Michigan Business School
Bachelor of Business Administration (BBA), Accounting and Finance
Walsh College of Accountancy and Business Administration
Master of Science in Accountancy, Accounting
Wayne State University
Master of Social Work (MSW), Clinical/Medical Social Work
Domino's Pizza May 2015 - August 2015
University of Michigan August 2014 - December 2014
Plante Moran May 2014 - August 2014
Truven Health Analytics July 2013 - February 2014
Handle With Care Moving & Delivery May 2013 - July 2013
University of Michigan-Flint September 2012 - April 2013
University of Michigan-Flint August 2012 - April 2013
The Spencer Agency September 2012 - December 2012
Skills
Marketing, Leadership, Microsoft Office, Event Planning, Time Management, Social Media, Microsoft Excel, Microsoft Word, Project Management, Communication Skills, Adobe Design Programs, Data Analysis, PowerPoint, Customer Service, Research, Communication, Public Speaking, Facebook
Education
University of Michigan 2013 — 2015
Bachelor's Degree, Business Administration and Management, General, Junior
University of Michigan-Flint 2011 — 2013
Bachelor's Degree, General Studies
Plante Moran July 2015 - Present
Michigan League June 2013 - April 2015
Prime Social Group September 2011 - April 2015
Quicken Loans June 2014 - August 2014
Kroger June 2013 - September 2013
Skills
Marketing, Facebook, Social Media, Event Planning, Social Networking, Event Management, Business Strategy, Digital Marketing, Market Research, Marketing Communications, Public Relations
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
BBA, Business
University of Michigan 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Barrington High School 2008 — 2011
High School Diploma
Striegel Knobloch & Company, LLC May 2014 - Present
Plante Moran August 2010 - May 2014
University of Illinois at Urbana-Champaign May 2009 - May 2010
Orpheum Children's Science Museum June 2009 - March 2010
Velsicol Chemical Corporation May 2006 - August 2008
Skills
Auditing, Accounting, Microsoft Excel, Financial Reporting, Tax, GAAP, Financial Analysis, Financial Accounting, Financial Modeling, US GAAP, Data Analysis, PowerPoint, CPA, Access, Microsoft Office, Internal Controls, Management
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
MAS, Tax
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS in Accountancy, Accounting
Libertyville High School 2001 — 2005
ALPFA, Inc. — Empowering Latino Leaders September 2014 - Present
Palate September 2012 - Present
Plante Moran June 2015 - July 2015
Proyecto Avance: Latino Mentoring Association (PALMA) September 2014 - May 2015
Huron Valley Soccer Club April 2010 - April 2012
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2018
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Milford High School 2010 — 2014
GPA: 4.2
Plante Moran July 2015 - Present
Plante Moran August 1999 - June 2015
Skills
Not for Profit, OMB Circular A-133, US GAAP, Financial Reporting, Auditing, Accounting, Internal Controls, Finance, CPA, Financial Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
City of Westland February 2015 - Present
City of Novi, Michigan June 2013 - February 2015
City of Novi, Michigan January 2013 - June 2013
City of Novi, Michigan December 2012 - January 2013
Friends of the Novi Civic Theatre June 2010 - June 2011
Northville Area Council of PTAs May 2010 - June 2011
Ridge Wood PTA May 2007 - June 2009
Ridge Wood PTA May 2005 - June 2007
Plante Moran July 1989 - June 1998
Skills
Management Consulting, Research, Project Management, Strategic Planning, Public Speaking, Microsoft Office, Leadership Development, Business Analysis, Organizational..., Staff Development, Accounting, Local Government, Non-profit Volunteer, Management, Leadership, Finance, Nonprofits, Budgets, Government, Team Building, Auditing, Financial Reporting, Training, Process Improvement, Contract Negotiation, Internal Controls, Financial Analysis, GAAP, Analysis, Tax, CPA, Data Analysis, Municipalities, Fundraising, Public Administration
Education
University of Michigan 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Hispano Law Group, Ltd. September 2013 - Present
Pomerantz LLP August 2015 - Present
Plante Moran December 2014 - Present
Robert Half Legal May 2014 - Present
Law Resources January 2014 - Present
Consumer Law Group, LLC August 2013 - December 2013
Katz Law Office, Ltd. July 2012 - August 2013
Keno Kozie Associates April 2012 - July 2012
Dworkin & Maciariello March 2011 - February 2012
Delia Cabán, Attorney at Law August 2009 - November 2010
Skills
Evidence, Legal Research, Courts, Copy Editing, Appeals, Help Desk Support, Corporate Law, Litigation, Westlaw, Spanish, Research, Criminal Law, Legal Writing, Employment Law, Civil Litigation, Trial Practice, Hearings, Trial Management, Immigration Law, Mediation, Social Media, Proofreading, Process Improvement, Negotiation, Investigation, Argumentation
Education
Interamerican University of Puerto Rico - Law School
Juris Doctor
University of Puerto Rico-Mayaguez
B.A., History
ExecuTrain
MCSE, Microsoft Certified System Engineer
CROEM
High School
Plante Moran June 2015 - August 2015
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
DENSO September 2012 - August 2013
Education
University of Michigan-Dearborn 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Plante Moran November 2014 - Present
Oakwood Healthcare Inc. July 2008 - October 2014
Little Caesars Pizza Kit Fundraising Company December 2005 - July 2008
Visteon April 2005 - December 2005
Severstal NA August 2000 - January 2004
Jackson Dawson 1997 - 2000
Skills
General Ledger, Financial Reporting, Fixed Assets, PeopleSoft, Non-profits, Accounts Payable, Variance Analysis, Nonprofits, Account Reconciliation, Accounting, Finance, Journal Entries, Auditing, Budgets, Accruals, Tax, Payroll, Managerial Finance, Financial Analysis
Education
Walsh College of Accountancy and Business Administration 2011 — 2014
Master of Science (M.S.), Accounting
University of Michigan-Dearborn 1999 — 2002
Bachelor of Business Administration, Financial Accounting and Reporting
Plante Moran November 2010 - Present
Skills
Internal Controls, Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA)
Plante Moran August 2011 - Present
Beta Alpha Psi - Eta Xi Chapter - University of Michigan-Flint April 2010 - September 2011
Huntington National Bank May 2011 - July 2011
Plante & Moran, PLLC January 2011 - April 2011
JP Morgan Chase February 2009 - December 2010
The Men's Wearhouse, Inc April 2006 - November 2008
Skills
Accounting, Auditing, Non-profits, Government, Quickbooks, CPA
Education
University of Michigan-Flint 2006 — 2011
BBA, Accounting/Finance
Plante Moran April 2006 - Present
Skills
VMware Infrastructure, Windows Server, Auditing, Internal Controls, Internal Audit, Business Process..., Active Directory, Financial Reporting, Accounting, Process Improvement, IT Strategy, Consulting, NetApp Filers, Business Analysis, Disaster Recovery, Information Technology
Education
University of Michigan 1983 — 1987
BA, English Literature
The Christmas House, LLC January 2015 - Present
The Signal Group, LLC June 2014 - Present
VIVA Beverages LLC 2012 - 2014
Halloween City 2006 - 2012
Luna Entertainment 1999 - 2006
Plante Moran 1998 - 1999
Kurtis Kitchen and Bath Centers 1990 - 1997
Nemes Allen & Company 1987 - 1990
Skills
Inventory Management, Team Building, Strategic Planning, Cash Flow, Retail, Microsoft Excel, Profit, Accounting, Income Statement, Forecasting, Management, Account Reconciliation, Food & Beverage, Distribution Center..., General Ledger, P&L Management, Budgets, P&L, Team Leadership, Inventory Control, Payroll, Finance
Education
University of Michigan 1983 — 1987
Bachelor's Degree
Plante Moran May 2013 - Present
University of Michigan Campus Computing Sites August 2012 - May 2013
Bello Woods Golf Course April 2010 - August 2012
MetLife Insurance June 2012 - July 2012
University of Michigan September 2011 - November 2011
Education
University of Michigan 2009 — 2013
Bachelor of Science, Actuarial Mathematics
University of Michigan 2009 — 2013
Bachelor of Science, Statistics
Plante Moran January 2012 - Present
Gallagher Kaiser Corporation May 2010 - December 2013
Skills
Tax, Auditing, Customer Service, Microsoft Office, Financial Reporting
Education
University of Michigan-Dearborn 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.64
Plante Moran August 2011 - Present
Skills
High Net Worth..., Estate Planning, Individual Taxation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2011
BBA/MSA, Accounting
Con-way Inc. October 2014 - Present
Con-way, Inc. January 2013 - October 2014
Con-way, Inc December 2011 - December 2012
Plante Moran August 2007 - December 2011
Skills
Accounting, Tax, Microsoft Word, Financial Reporting, Finance, Financial Analysis, CPA, GAAP, Assurance, Auditing, Budgets, Financial Accounting, Internal Controls, US GAAP
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2007
MAcc
University of Michigan 2002 — 2005
BS, Economics
Jack Doheny Companies January 2014 - Present
Jack Doheny Supplies May 2010 - Present
Plante Moran 2006 - 2010
Plante & Moran 2003 - 2006
Plante Moran 2001 - 2003
Plante Moran 1999 - 2000
Education
University of Michigan-Dearborn 1996 — 2000
Bachelor of Business Administration, Accounting
Ferndale High School
Plante Moran January 2015 - Present
BMO Harris Bank August 2013 - January 2015
Plante & Moran, PLLC January 2009 - August 2013
Deloitte January 2008 - April 2008
Masco Corporation May 2007 - December 2007
Skills
Wealth Management, Private Equity/Venture..., Hedge Funds, Partnerships, Maintaining Strong..., Mentoring, Managing Key Accounts, Income Tax, Accounting, Tax, Tax Returns, CPA, Fixed Assets, GAAP, Tax Research, ProSystem fx Tax, General Ledger, High Net Worth..., SEC filings, US GAAP, Property Tax
Education
University of Michigan-Dearborn 2008 — 2009
Masters, Accounting, Specialization in Taxation
University of Michigan-Dearborn 2003 — 2007
BBA, Accounting
Plante Moran Financial Advisors June 2012 - Present
Plante Moran June 2012 - Present
Plante Moran Financial Advisors 1993 - June 2012
Plante Moran May 1979 - June 2012
Skills
Tax, Financial Reporting, GAAP, Auditing, Strategic Financial..., Investments, SEC filings, Income Tax, Mergers, Financial Analysis, Assurance, Internal Controls, Accounting, Business Valuation, CPA, Estate Planning, Cash Management, Due Diligence, Finance, Financial Modeling, Financial Planning, Managerial Finance, Mergers
Education
Wayne State University 1981 — 1983
MBA, Finance
University of Michigan 1975 — 1979
BBA, Business - Accounting
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Plante Moran December 1993 - Present
Skills
Tax, Tax Research, CPA, Tax Preparation, Partnership Taxation, Corporate Tax, Income Tax, GAAP, Tax Returns, Tax Accounting
Education
University of Michigan-Flint 1987 — 1991
BBA, Accounting
Plante Moran January 2000 - Present
Standard Federal Bank September 1998 - January 2000
Plante & Moran January 1999 - April 1999
University of Michigan May 1998 - August 1998
Skills
Tax, Real Estate, Financial Institutions, Accounting, CPA, Manufacturing, Partnership Taxation, Tax Accounting, GAAP, Tax Preparation, Corporate Tax
Education
University of Michigan-Dearborn 1995 — 1999
Accounting
Plante Moran August 2014 - Present
University of Michigan Ross School of Business September 2013 - June 2014
Plante Moran June 2013 - April 2014
Plante Moran June 2012 - August 2012
Blue Cross Blue Shield of Michigan May 2011 - August 2011
Skills
Auditing, Financial Accounting, Strategic Planning, Financial Analysis, Budgets, Finance, Teamwork, Leadership, Communication Skills, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Master of Accounting (MAcc), High Distinction
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration, High Distinction
Plante Moran August 2014 - Present
LB Carpenter, PA January 2012 - May 2013
University of Miami August 2010 - May 2013
University of Miami March 2010 - May 2013
Federal Reserve May 2011 - August 2011
Skills
ProSystem fx Tax, Mercury QuickTest Pro
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
MAcc
University of Miami 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Plante Moran March 2014 - Present
Baxter Healthcare May 2012 - February 2014
Baxter Healthcare June 2010 - May 2012
Fisker Automotive June 2009 - September 2009
University of Michigan Industrial Assessment Center May 2008 - February 2009
Toyota January 2007 - August 2007
Skills
Engineering, Medical Devices, R&D, Finite Element Analysis, Risk Management, Manufacturing, Unigraphics, Matlab, Quality Assurance, Product Development, Six Sigma, Minitab, Cross-functional Team..., DMAIC, Testing, Project Management, NX Unigraphics
Education
University of Michigan 2005 — 2009
Bachelor of Science, Mechanical Engineering
DeWitt High School
University Unions, University of Michigan September 2012 - Present
Plante Moran June 2015 - August 2015
Kappa Sigma Fraternity February 2014 - January 2015
DADCO, Inc. May 2014 - August 2014
Cedar Fair Entertainment Company May 2013 - August 2013
Skills
Leadership, Budgets, Time Management, Customer Service, Microsoft Excel, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), 3.91/4.00
Archbishop McNicholas High School 2008 — 2012
High School
University of Michigan Ross School of Business September 2014 - May 2015
Plante Moran September 2014 - May 2015
Plante Moran June 2013 - August 2014
SARC, Sarcoma Alliance for Research Through Collaboration May 2012 - May 2014
Fox Creek Golf Course May 2011 - August 2011
Self Employed October 2009 - April 2010
Skills
Microsoft Office, Outlook, Customer Service, Teamwork, Spreadsheets, Time Management, Grants, Clinical Trials, Coaching, Volunteering, PowerPoint, Community Outreach, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2015
Master’s Degree, Master of Accountancy, High Distinction
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor’s Degree, Bachelor's of Business Administration, 4.074
The Motz Corporation July 2012 - Present
Plante Moran July 2000 - July 2012
CFMA 2005 - 2008
Kruse & Associates (now part of Crowe Chizek) 1995 - 2000
Tennessee Department of Audit January 1994 - October 1995
Skills
Mergers, Accounting, Financial Reporting, Auditing, Employee Benefits, Budgeting, Tax, Strategic Planning, Financial Analysis, Audit, Management Consulting, Due Diligence, Internal Controls, Budgets, Financial Accounting, Managerial Finance, CPA, GAAP, Assurance, US GAAP, Corporate Tax, Mergers & Acquisitions
Education
Leadership Northern Kentucky Class of 2011 2010 — 2011
University of Kentucky 1989 — 1993
Bachelor of Science, Accounting
Covington Catholic High School 1985 — 1989
St. Pius X Elementary School 1977 — 1985
Plante Moran December 2009 - Present
Skills
Assurance, Auditing, Accounting, Financial Reporting, GAAP, Non-profits, External Audit, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Accounting and Corporate Finance
Wayne State University 2008 — 2009
MSA, Auditing
Henniges Automotive April 2012 - Present
Plante Moran January 2011 - April 2012
Henniges Automotive April 2005 - December 2008
Lear Corporation December 1996 - April 2005
Skills
Strategic Planning, Leadership, Analysis
Education
Walsh College of Accountancy and Business Administration 2009 — 2010
Masters of Accountancy, Accounting
University of Michigan
Bachelor of Arts (BA), History & German
Videojet September 2014 - Present
Plante Moran August 2009 - September 2014
Baker Tilly Virchow Krause, LLP September 2002 - July 2009
Skills
Accounting, Auditing, Due Diligence, GAAP, CPA, Manufacturing, Financial Reporting, Assurance, Financial Statements, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
BBA, Accounting
Humboldt High School 1993 — 1997
Accretive Health 2011 - Present
InnerWorkings, Inc. January 2007 - September 2011
Ernst & Young 2004 - 2007
Plante Moran 2001 - 2004
Skills
Sarbanes-Oxley Act, SEC filings, Corporate Finance, Financial Analysis, Financial Reporting, Accounting, Auditing, Hyperion Enterprise, Internal Controls, Financial Accounting, Internal Audit, US GAAP, Financial Modeling, GAAP, CPA, SEC Filings
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2001
MACC
University of Michigan 1996 — 2001
Beaumont Health System March 2013 - Present
L'Optique Optometry January 2012 - Present
Plante Moran March 2012 - March 2013
St John Providence Health System October 2009 - March 2012
St. John Hospital and Medical Center June 2006 - October 2009
St John Health System June 2005 - June 2006
Skills
Healthcare Management, Revenue Cycle, Hospitals, Healthcare, Performance Improvement, Cardiology, Healthcare Consulting, Physician Relations, Pediatrics, Managed Care, Nursing, EHR, Medical Devices, Healthcare Information..., Quality Improvement, Internal Medicine, Patient Safety, HIPAA, EMR, Medicare, Informatics
Education
University of Michigan 2003 — 2005
MHSA, Healthcare Administration
University of Michigan 1998 — 2002
BS, Biopsychology
Plante Moran January 2012 - Present
GreenPath Debt Solutions August 2010 - December 2011
GreenPath Debt Solutions March 2007 - August 2010
Skills
Accounting, Microsoft Excel, Financial Accounting, Tax, Customer Service, PowerPoint, Financial Statements, Time Management, Financial Analysis, Process Improvement, Account Reconciliation, General Ledger
Education
Wayne State University 2008 — 2012
MS, Accounting
University of Michigan-Dearborn 2001 — 2005
BBA, Marketing
Ipas April 2015 - Present
LabCorp 2011 - April 2015
RSM McGladrey, Inc 2005 - 2005
American Express Tax & Business Services 2003 - 2005
American Express TBS 2003 - 2005
Plante Moran 1997 - 2003
Skills
IT Strategy, Sarbanes-Oxley Act, Business Process..., SDLC, Vendor Management, Business Analysis, Project Portfolio..., IT Management, Management, Project Management, Process Improvement, Program Management, Leadership, Requirements Analysis, Integration, Strategy, Business Process, Business Intelligence, Cross-functional Team..., Change Management
Education
University of Michigan 1981 — 1985
BS, Economics
Plante Moran May 2015 - Present
OCC June 2014 - April 2015
Hillshire Brands March 2014 - June 2014
W.W. Grainger May 2008 - December 2013
SmithBucklin August 2006 - December 2007
Jenner & Block April 2004 - August 2006
Smith, Bucklin & Associates, Inc. 1998 - 2002
Skills
Sourcing, Campus, Talent Acquisition, Applicant Tracking..., Onboarding, Talent Management, Employee Relations, College Recruiting, Technical Recruiting, Human Resources, Benefits Negotiation, Internet Recruiting, Performance Management, HRIS, PeopleSoft, Executive Search, Taleo, Temporary Placement, Employee Benefits
Education
University of Michigan 1991 — 1995
Bachelor of Arts, Organizational Development
Medicity January 2015 - Present
Medicity 2010 - Present
Allscripts 2009 - 2011
Plante Moran 2007 - 2009
ACS Healthcare Solutions 2005 - 2007
Cardinal Health 2000 - 2005
Henry Ford Hospital 1992 - 2000
Skills
HIPAA, Healthcare, Hospitals, Clinical Research, Health Information..., Project Management, Enterprise Software, Leadership, Strategic Planning, Healthcare Information..., Analysis, EHR, EMR, HL7, Informatics
Education
University of Windsor - Assumption University 1988 — 1992
BA, BScN, Psychology, Nursing
University of Phoenix
MBA, Health Care Administration
Marsh & McLennan Agency Michigan December 2013 - Present
Cambridge Property & Casualty June 2009 - December 2013
Cambridge Property & Casualty July 2003 - June 2009
Plante Moran September 1990 - February 2002
Skills
Management, Strategic Planning, Customer Service, Leadership, Sales, Project Management, Insurance, Risk Management, Marketing, Team Building
Education
University of Michigan-Dearborn 1986 — 1990
Bachelor of Business Administration (B.B.A.), Professional Accounting & Finance
Plante Moran July 2012 - Present
Blackman Kallick October 2006 - July 2012
Skills
US GAAP, Auditing, Tax Research, Accounting, Financial Reporting, GAAP, Financial Accounting, Internal Controls, Tax Accounting, Financial Analysis, S Corporations
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2006
Bachelors, Accountancy
Plante Moran October 2013 - Present
Comerica bank September 2010 - April 2012
Comerica Bank May 2006 - September 2010
Comerica Bank October 1995 - May 2006
Education
University of Phoenix
MBA, Business Administration
Wayne State University
B.S., Business Administration
Plante Moran August 2012 - September 2015
University of Michigan Law School Community and Economic Development Clinic January 2011 - January 2012
Skills
Tax, Mergers & Acquisitions, Corporate Tax, Income Tax, Tax Law, Financial Analysis, Tax Preparation, Financial Reporting
Education
University of Michigan Law School 2010 — 2012
JD
University of Toledo 2005 — 2008
Bachelor of Science (B.S.), Applied Mathematics, cum laude
Plante Moran January 1995 - Present
Skills
Fixed Assets, US GAAP, Assurance, Internal Controls, Auditing
Education
University of Michigan-Flint 1989 — 1993
Bachelor's degree, Accounting
Riveron Consulting May 2015 - Present
Fiducial, Inc. December 2009 - April 2015
ABC Imaging April 2009 - November 2009
CohnReznick LLP August 2007 - March 2009
Plante Moran January 2005 - July 2007
Skills
Auditing, Accounting, Financial Statements, Financial Accounting, Financial Audits, Account Reconciliation, Financial Analysis, Fixed Assets, Financial Reporting, Tax, Internal Controls, Tax Preparation, General Ledger, Financial Close Process
Education
University of Toledo 2003 — 2004
Master of Business Administration, Finance
University of Lagos 1996 — 2001
Bachelor of Science, Accounting
Plante Moran October 2011 - Present
BDO USA, LLP August 2003 - October 2011
Skills
International Tax
Education
University of Notre Dame 1998 — 2003
BBA, MSA, Accounting
Plante Moran August 2008 - Present
Virchow Krause January 2005 - July 2008
Zalenko & Associates June 2000 - December 2004
National Beverage Corp May 1998 - May 2000
Skills
Tax Credits, New Markets Tax Credits, Partnership Taxation, Tax, State Tax, Real Estate Development, Financial Structuring, Property Tax, Tax Research, Real Estate Transactions, Tax Accounting, Tax Law, Tax Preparation, Income Tax, CPA, Tax Incentives, Tax Advisory, Financial Analysis, Accounting, Finance, Financial Statements, Financial Reporting, Mergers & Acquisitions, Tax Returns, Private Equity, GAAP, Business Tax Planning, Strategic Financial..., Financial Modeling
Education
Walsh College of Accountancy and Business Administration 1998 — 2001
Master of Science, Professional Accountancy
University of Michigan 1994 — 1998
Bachelor of Science, Actuarial Mathematics
Warren De La Salle Collegiate High School 1990 — 1994
High School
Project: WorldWide February 2015 - Present
Plante Moran January 2012 - February 2015
Plante Moran January 2011 - April 2011
Yeo & Yeo PC June 2010 - December 2010
Citizens Bank, now part of FirstMerit Bank, N.A. May 2009 - May 2010
Skills
Assurance, Tax, GAAP, Financial Accounting, US GAAP, Auditing, Internal Controls, Accounting, Financial Reporting, External Audit, Financial Statements, Tax Preparation, Sarbanes-Oxley Act, Corporate Tax, General Ledger, Tax Accounting, Income Tax, Internal Audit, QuickBooks, Financial Analysis, non-profit accounting
Education
University of Michigan-Flint 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
Plante Moran September 2011 - Present
McKinley May 2007 - August 2011
McKinley May 2007 - August 2011
McKinley February 2007 - August 2011
NovaStar Solutions October 2003 - February 2007
NovaStar Solutions October 2003 - February 2007
Skills
ASP.NET, ASP.NET MVC, ASP.NET AJAX, C#, SQL Server 2000-2008, Database Administration, Database Design, Database Management, Relational Databases, .NET, Visual Studio, Microsoft SQL Server, Database Admin, Training, Software Documentation, Windows Server, Databases, Active Directory, Visio, T-SQL, HTML, Software Development, SSRS, Servers, XML
Education
University of Michigan-Dearborn
Bachelor of Science in Computer and Information Science, Computer Science, Mathematics
Plante Moran January 2013 - Present
Plante & Moran January 2008 - Present
Clayton & McKervey, P.C. January 2007 - April 2007
BDO Seidman, LLP January 2005 - April 2005
Skills
Tax, Accounting, Auditing, Assurance, Financial Audits, Financial Reporting, GAAP, Tax Returns, Financial Analysis, Internal Controls
Education
University of Michigan-Dearborn 2007 — 2008
Masters, Finance
University of Michigan-Dearborn 2002 — 2006
Bachelors, Accounting
Detroit Catholic Central Highschool 1999 — 2002
General
Condat Corporation January 2014 - Present
Condat Corporation February 2013 - December 2013
Plante Moran August 2011 - February 2013
Condat Corp October 2005 - July 2010
Skills
Internal Controls, Forecasting, Financial Reporting, Auditing, Accounting, CPA, Cost Accounting, Financial Accounting, Financial Analysis, Finance
Education
University of Michigan 2010 — 2011
Master's degree, Accounting
University of Michigan 1998 — 2003
Bachelor of Arts (BA), Communications
Plante Moran July 2012 - Present
Blackman Kallick November 1986 - June 2012
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business
MAS, Accounting Science
Plante Moran
Skills
Teaching
Education
University of Michigan Business School 1961 — 1962
Master of Business Administration (MBA), Accounting, with distinction
Plante Moran June 2015 - August 2015
The Loft Warehouse September 2014 - June 2015
Midtown Montessori September 2012 - August 2013
Arlington Heights Memorial Library July 2011 - September 2012
Kresge Business Administration Library October 2008 - April 2011
The Dallas Morning News April 2009 - July 2009
Education
University of Michigan-Dearborn 2014 — 2015
Master of Science in Accounting, Financial Accounting
University of Michigan - School of Information 2008 — 2010
Master of Science in Information, Library and Information Services
University of Michigan 2004 — 2008
Bachelor of Arts, Linguistics and Anthropology
The Boeing Company November 2004 - Present
Ford Motor Company March 2001 - November 2004
Plante Moran August 1998 - March 2001
Skills
Aerospace, Systems Engineering, Earned Value Management, Microsoft Office, DoD, Troubleshooting, Proposal Writing, Quality Management, Government Contracting, Defense, Program Management, Military
Education
University of Phoenix
Bachelor's of Science, Communications
University of Phoenix
Plante Moran January 2012 - Present
SunTel Services August 2006 - December 2011
Skills
Accounting, Auditing, Customer Service, Troubleshooting, Microsoft Excel, Team Building, Windows 7, Microsoft Office, QuickBooks, Team Leadership, Microsoft Word, Forecasting, Data Analysis, Account Management
Education
Walsh College 2006 — 2010
Masters
University of Michigan 1994 — 1998
B.S.
Heritage High School
Plante Moran July 2015 - Present
Plante Moran December 2009 - Present
Education
University of Michigan - Stephen M. Ross School of Business
Masters of Accounting, BBA
Plante Moran August 2013 - Present
University of Notre Dame January 2011 - May 2013
Plante Moran June 2012 - August 2012
Tellabs June 2011 - August 2011
Williams County YMCA August 2007 - August 2010
Bryan Parks and Recreation Department July 2007 - August 2010
Skills
Financial Accounting, Corporate Tax, Audits of Employee..., Investments, Accounting
Education
University of Notre Dame 2009 — 2013
BBA, Accountancy
Bryan High School 2005 — 2009
High School Degree, General
Big Boy Restaurants International, LLC May 2009 - Present
St. Clair Plastics May 2006 - November 2008
Plante Moran February 1996 - May 1997
Frank's Nursery & Crafts June 1994 - February 1996
Price Waterhouse August 1990 - June 1994
Skills
Tax Research, Tax, Income Tax, Tax Accounting, Use Tax, ProSystem fx Tax, S Corporations, Accounting, Tax Returns, Partnership Taxation, CPA, Tax Advisory, Sales Tax, Financial Accounting, Finance, Financial Reporting, Auditing, Corporate Tax, Management
Education
University of Michigan 1986 — 1990
BBA, Accounting
Plante Moran June 2014 - Present
Plante Moran Financial Advisors March 2013 - Present
Fifth Third Securities September 2009 - March 2013
Citi March 2003 - August 2008
Ameriprise Financial Services, Inc. February 1998 - March 2003
Skills
Financial Analysis, Portfolio Management, Retirement Planning, Wealth Management, Insurance, Estate Planning, Business Planning, Life Insurance, Strategic Financial..., Mutual Funds
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance, General
Plante Moran March 2014 - Present
Schwartz Law Firm P.C. September 2013 - February 2014
Charles River Associates 2007 - 2009
Skills
Financial Modeling, Civil Litigation, Due Diligence, Legal Research, Litigation, Intellectual Property, Commercial Litigation, Legal Writing, Mergers & Acquisitions, Corporate Law, Restructuring, Bankruptcy, Securities Regulation
Education
University of Michigan Law School 2009 — 2012
Juris Doctor
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
General Motors May 2014 - Present
General Motors August 2011 - April 2014
General Motors December 2009 - July 2011
GM July 2008 - November 2009
General Motors September 2007 - June 2008
Plante Moran 2003 - 2007
Skills
Management, Financial Accounting, Strategic Leadership
Education
Walsh College of Accountancy and Business Administration 2010 — 2014
MBA, Strategic Leadership
University of Michigan-Flint 1998 — 2002
BBA, Concentration in Accounting
University of Michigan Health System January 2015 - Present
Plante & Moran, PLLC August 2011 - December 2014
Plante Moran June 2009 - August 2010
Skills
CPA, Financial Analysis, Auditing, Financial Statements, Tax, Internal Controls, Finance, Assurance, Accounts Payable, Tax Preparation, Accounting, Financial Accounting, GAAP, Microsoft Excel, Financial Reporting, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Accounting
Kelly Services October 2012 - Present
R.L. Polk January 2011 - January 2012
Plante Moran May 2004 - May 2006
Ernst & Young July 1996 - November 2001
Skills
Management Consulting
Education
University of Michigan Business School 1994 — 1996
Master of Business Administration (MBA)
University of Pennsylvania 1985 — 1990
BSE, Systems Engineering
Renaissance HIgh School
DTE Energy Trading June 2014 - Present
DTE Energy Trading December 2013 - June 2014
Plante Moran August 2012 - December 2013
Plante Moran August 2006 - August 2012
Plante Moran January 2006 - April 2006
The Baker Group February 2005 - December 2005
Skills
CPA, Accounting, Partnership Taxation, Mentoring Of Staff, Financial Accounting, Tax Research, US Tax, Tax Preparation, Tax, Tax Accounting, Training, C-Corp, S-Corp, Rental Real Estate, Commercial Real Estate, Service Industries, Real Estate Transactions, Real Estate, Project Management, State & Local Tax, Financial Reporting, GAAP, Financial Planners
Education
Walsh College 2004 — 2006
Masters of Science, Accountancy
University of Michigan 2000 — 2004
Bachelors of Science, Psychology
McLaren Oakland March 2015 - Present
Plante Moran January 2011 - March 2015
KIRCO August 2007 - December 2010
Skills
Financial Analysis, Assurance, GAAP, Microsoft Excel, US GAAP, Payroll, Microsoft Office, Auditing, SOX 404, External Audit, Outlook, Financial Statements, Internal Controls, Tax, Tax Preparation, Financial Reporting, Accounting, General Ledger, Tax Accounting, Financial Accounting, Accounts Payable
Education
Walsh College of Accountancy and Business Administration
Master of Business Administration (M.B.A.)
University of Michigan-Flint
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Plante Moran April 2011 - Present
Great Lakes Capital Fund January 2005 - November 2010
Education
University of Michigan-Dearborn 1985 — 1989
BBA, Accounting
Plante Moran 2013 - 2014
Wells Fargo Securities May 2011 - August 2011
Deloitte Corporate Finance 2008 - 2010
Credit Agricole CIB 2007 - 2008
Commerzbank Corporates & Markets 2006 - 2007
Commerzbank Corporates & Markets 2004 - 2005
Motorola 2001 - 2002
Motorola 2001 - 2002
Motorola 2001 - 2002
Skills
Mergers, Valuation, Capital Markets, Financial Modeling, Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Accounting and Finance
Comerica Bank March 2012 - Present
Comerica Bank March 2006 - March 2012
Plante Moran 2002 - 2006
Skills
US GAAP, Auditing, Banking, Risk Management, Financial Analysis, Credit, Financial Modeling, Internal Controls
Education
University of Michigan Business School
BBA, Finance/Accounting
AlixPartners July 2001 - Present
General Motors October 1999 - July 2001
Plante Moran January 1997 - September 1999
Skills
Restructuring, Financial Reporting, Managerial Finance, Finance, Acquisition Integration, Cash Flow Forecasting, Accounting, Turnaround Experience, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Bankruptcy, Treasury, Cash Management, Business Planning, Refinancings, GAAP, Monthly Closing, Corporate Finance, Change Management, Private Equity, Revenue Recognition
Education
University of Michigan-Dearborn 1993 — 1996
Bachelor's degree, Accounting
Amerisure Insurance March 2012 - Present
Plante Moran December 2010 - March 2012
Plante & Moran January 1998 - April 2010
Ernst & Young (formerly Ernst & Whinney) May 1985 - April 1989
Skills
Federal Taxation, Michigan Income Tax, Income Tax Planning, State and Local Taxation, Tax Accounting, Corporate Tax, CPA, Tax Preparation, Accounting, Financial Accounting, QuickBooks, Tax Research, Partnership Taxation, Bookkeeping, GAAP, International Tax, Tax Returns, Tax Advisory, SEC filings
Education
University of Michigan-Dearborn 1980 — 1985
BBA, Accounting
Plante Moran May 1970 - 2006
Education
University of Michigan 1965 — 1970
BBA/MBA, Accounting
Plante Moran June 2015 - Present
Skills
Accounting, Microsoft Office, Management, Research, Sales, Leadership, Training, Automobile, English, Microsoft Excel, Customer Service, Teamwork, Public Speaking, PowerPoint, Communication, Microsoft Word, Time Management
Education
University of Michigan-Dearborn 2011 — 2015
Bachelor's Degree, Accounting, Senior
Walled Lake Western 2008 — 2011
High School, General Studies
Plante Moran November 2014 - Present
Genesis Wealth. LLP September 2012 - January 2014
Pepper Hamilton LLP March 2004 - February 2012
New York City Economic Development Corporation and The Pittsburgh Regional Alliance January 2007 - December 2007
Skills
Civil Litigation, Transactional Law, Economic Development, Real Estate Economics, Economic Development..., Local Economic..., Economic Development..., Real Estate Development, Real Estate Transactions, Commercial Real Estate, Urban Redevelopment, Urban Planning, Marketing Strategy, Marketing Management, Market Research, Market Analysis, Legal Research, Document Review, Litigation Support, Legal Writing, Due Diligence, Commercial Litigation, Corporate Law, Management, Strategy, Marketing, Litigation, Research, Strategic Planning, Mergers & Acquisitions, Project Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Pittsburgh School of Law 1993 — 1996
Doctor of Law (J.D.), Law
University of Virginia 1986 — 1991
Bachelor of Arts (B.A.), City/Urban, Community and Regional Planning
Shady Side Academy
Diversified Machine Inc. April 2006 - Present
Diversified Machine Inc. April 2006 - Present
Plante Moran May 1986 - April 1990
Education
University of Michigan 1983 — 1986
BSA, Accounting
Corrigan Moving Systems 2011 - Present
Corrigan Moving Systems 2002 - Present
Plante Moran 1997 - 2002
Education
Detroit Catholic Central
University of Michigan
Bachelor of Business Adminstration
Wayne State University
Masters of Business Administration
Plante Moran October 2013 - Present
Leuze Electronic USA March 2005 - October 2013
Bielomatik, Inc. September 2000 - March 2005
Log Home Builders of Michigan, Inc. November 1997 - December 2001
Sony Electronics Inc. (Adecco) April 1997 - July 2000
Casablanca Design, Ltd. March 1994 - April 1997
Skills
Accounting, Human Resources, Cash Management, Inventory Control, Payroll, Financial Accounting, Facility Management, Risk Management, Program Management, Team Building, Financial Reporting, Needs Analysis, Presentations, Revenue Analysis, Business Process..., Corporate Integration, Business Planning, Business Operations
Education
Walsh College of Accountancy and Business Administration 1997 — 2000
Master of Science in Professional Accountancy, Accounting, Magna Cum Laude - GPA: 3.844
University of Michigan-Dearborn
Bachelor of Business Administration (BBA), General Business with a concentration in Marketing, 3.0
Plante Moran January 2014 - Present
Skills
Tax, Tax Law, Accounting, Tax Preparation, Tax Accounting, International Tax, Tax Advisory, Tax Research, Legal Writing
Education
Wayne State University 2013 — 2014
Bachelor's Degree, Accounting, 4.0
Wayne State University Law School 2009 — 2012
Juris Doctor (J.D.), cum laude
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Political Science, Psychology
University of Detroit Jesuit High School and Academy 2000 — 2004