Pun & McGeady LLP
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Pun & McGeady LLP Employees
Employee
Years
Job
Industry
Robert Wan Robert Wan's Pun & McGeady LLP Experience August 2012 - October 2012
Job Staff Auditor
Industry Accounting
Experience
Harrington Group CPA's, LLP April 2015 - Present
InSite Real Estate Development and Management October 2013 - March 2015
Blue Tax Inc / California State Controller's Office August 2010 - May 2013
Parsi and Co, CPA / Hattenbach Law Group / Qeyos Ad Systems October 2010 - March 2013
Pun & McGeady LLP August 2012 - October 2012
Skills
ProSeries, QuickBooks, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Research, Yardi Property..., Sales
Education
California Board of Accountancy 2015 — 2015
CPA Examination
Enrolled Agent
Taxation
The University of British Columbia 2006 — 2010
Bachelor's Degree, Bachelors of Business Management - Accounting
Harrington Group CPA's, LLP April 2015 - Present
InSite Real Estate Development and Management October 2013 - March 2015
Blue Tax Inc / California State Controller's Office August 2010 - May 2013
Parsi and Co, CPA / Hattenbach Law Group / Qeyos Ad Systems October 2010 - March 2013
Pun & McGeady LLP August 2012 - October 2012
Skills
ProSeries, QuickBooks, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Research, Yardi Property..., Sales
Education
California Board of Accountancy 2015 — 2015
CPA Examination
Enrolled Agent
Taxation
The University of British Columbia 2006 — 2010
Bachelor's Degree, Bachelors of Business Management - Accounting
Lifen Wang Lifen Wang's Pun & McGeady LLP Experience September 2012 - January 2014
Job Member, Financial Manager at Buildcave, LLC
Industry Accounting
Experience
Buildcave, LLC May 2014 - Present
West, Rhode, & Roberts February 2014 - August 2014
Pun & McGeady LLP September 2012 - January 2014
4 Paws Animal Hospital 2010 - 2012
Skills
Financial Statements, Accounting, Financial Accounting, GAAP, Internal Controls, Financial Analysis, Auditing, Financial Reporting
Education
San Diego State University-California State University
Bachelor of Science (BS), Small Business Administration/Management
Buildcave, LLC May 2014 - Present
West, Rhode, & Roberts February 2014 - August 2014
Pun & McGeady LLP September 2012 - January 2014
4 Paws Animal Hospital 2010 - 2012
Skills
Financial Statements, Accounting, Financial Accounting, GAAP, Internal Controls, Financial Analysis, Auditing, Financial Reporting
Education
San Diego State University-California State University
Bachelor of Science (BS), Small Business Administration/Management
Vicky ZHAO Vicky ZHAO's Pun & McGeady LLP Experience September 2013 - October 2014
Job Staff Auditor at Pun & McGeady LLP
Industry Accounting
Experience
Pun & McGeady LLP September 2013 - October 2014
BNY Mellon December 2012 - June 2013
University of Pittsburgh, Internal Auditing July 2012 - August 2012
Thermal Industries, Inc. May 2012 - August 2012
University of Pitttsburgh January 2012 - May 2012
HUANG's Tax Service February 2012 - April 2012
United Way of America January 2012 - April 2012
Skills
fluent in Mandarin..., Microsoft Word, Excel,..., Accounting, Auditing, Income Tax, Tax Preparation, CPA, Financial Statements, Internal Audit, External Audit, Analysis, Financial Analysis, Financial Reporting, Microsoft Excel, Sales Tax, QuickBooks, General Ledger
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Accounting, Accounting, 3.78
Ritsumeikan Asia Pacific University 2007 — 2011
Banchelor, Accounting, 3.82
University of Oklahoma 2009 — 2010
Exchange Student, Accounting, 4.0
State University of New York at Binghamton
Pun & McGeady LLP September 2013 - October 2014
BNY Mellon December 2012 - June 2013
University of Pittsburgh, Internal Auditing July 2012 - August 2012
Thermal Industries, Inc. May 2012 - August 2012
University of Pitttsburgh January 2012 - May 2012
HUANG's Tax Service February 2012 - April 2012
United Way of America January 2012 - April 2012
Skills
fluent in Mandarin..., Microsoft Word, Excel,..., Accounting, Auditing, Income Tax, Tax Preparation, CPA, Financial Statements, Internal Audit, External Audit, Analysis, Financial Analysis, Financial Reporting, Microsoft Excel, Sales Tax, QuickBooks, General Ledger
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Accounting, Accounting, 3.78
Ritsumeikan Asia Pacific University 2007 — 2011
Banchelor, Accounting, 3.82
University of Oklahoma 2009 — 2010
Exchange Student, Accounting, 4.0
State University of New York at Binghamton
Leonard Lyons Leonard Lyons's Pun & McGeady LLP Experience July 2013 - Present
Job Principal & General Counsel at Pun & McGeady LLP
Industry Accounting
Experience
Pun & McGeady LLP July 2013 - Present
CBIZ MHM, LLC October 2012 - July 2013
Marcum LLP December 2010 - October 2012
Rimkus Analytics, LLC July 2009 - December 2010
Stonefield Josephson February 2007 - June 2009
FMV Opinions, Inc. 2005 - 2007
White, Zuckerman, Warsavsky, Luna & Hunt 2004 - 2005
Moss Adams LLP 2001 - 2004
Daylight CIS, Inc. 1998 - 2000
Gardiner & Rauen, Inc. 1997 - 1999
Skills
Forensic Accounting, Litigation Support, Business Valuation, SEC filings, Auditing, Fraud, Due Diligence, Accounting, Expert Witness, Tax, GAAP, Certified Fraud Examiner, Internal Controls, US GAAP, Financial Reporting, Corporate Tax, Litigation Consulting, Tax Preparation, Income Tax, Valuation, Financial Analysis, Forensic Analysis, Restructuring, Assurance, Mergers & Acquisitions, Tax Accounting, SEC Filings
Education
American University Washington College of Law 1991 — 1994
JD, Law
The George Washington University - School of Business 1983 — 1985
MA, Accounting
The George Washington University - School of Business 1981 — 1983
MBA, Finance & Investments
University of Pennsylvania 1976 — 1980
BA, Chemistry
Pun & McGeady LLP July 2013 - Present
CBIZ MHM, LLC October 2012 - July 2013
Marcum LLP December 2010 - October 2012
Rimkus Analytics, LLC July 2009 - December 2010
Stonefield Josephson February 2007 - June 2009
FMV Opinions, Inc. 2005 - 2007
White, Zuckerman, Warsavsky, Luna & Hunt 2004 - 2005
Moss Adams LLP 2001 - 2004
Daylight CIS, Inc. 1998 - 2000
Gardiner & Rauen, Inc. 1997 - 1999
Skills
Forensic Accounting, Litigation Support, Business Valuation, SEC filings, Auditing, Fraud, Due Diligence, Accounting, Expert Witness, Tax, GAAP, Certified Fraud Examiner, Internal Controls, US GAAP, Financial Reporting, Corporate Tax, Litigation Consulting, Tax Preparation, Income Tax, Valuation, Financial Analysis, Forensic Analysis, Restructuring, Assurance, Mergers & Acquisitions, Tax Accounting, SEC Filings
Education
American University Washington College of Law 1991 — 1994
JD, Law
The George Washington University - School of Business 1983 — 1985
MA, Accounting
The George Washington University - School of Business 1981 — 1983
MBA, Finance & Investments
University of Pennsylvania 1976 — 1980
BA, Chemistry
Brian Morrow Brian Morrow's Pun & McGeady LLP Experience July 2013 - April 2015
Job Chief Financial Officer at The Reutlinger Community for Jewish Living
Industry Accounting
Experience
The Reutlinger Community for Jewish Living May 2015 - Present
Pun & McGeady LLP July 2013 - April 2015
Burr Pilger Mayer July 2012 - July 2013
Heinfeld, Meech & CO., P.C. September 2005 - June 2012
Skills
Auditing, GAAP, Financial Statements, Financial Reporting, Accounting, Financial Accounting, Internal Controls, Assurance, Tax, QuickBooks, Financial Analysis, General Ledger, Revenue Recognition, US GAAP, CPA, External Audit, Tax Preparation, Microsoft Excel, Account Reconciliation, Accounts Payable
Education
University of Arizona 2003 — 2005
Masters, Accounting
University of Arizona 1999 — 2003
BSBA, Accounting
The Reutlinger Community for Jewish Living May 2015 - Present
Pun & McGeady LLP July 2013 - April 2015
Burr Pilger Mayer July 2012 - July 2013
Heinfeld, Meech & CO., P.C. September 2005 - June 2012
Skills
Auditing, GAAP, Financial Statements, Financial Reporting, Accounting, Financial Accounting, Internal Controls, Assurance, Tax, QuickBooks, Financial Analysis, General Ledger, Revenue Recognition, US GAAP, CPA, External Audit, Tax Preparation, Microsoft Excel, Account Reconciliation, Accounts Payable
Education
University of Arizona 2003 — 2005
Masters, Accounting
University of Arizona 1999 — 2003
BSBA, Accounting
Sharon McEntire, CPA, CIA, CFE Sharon McEntire, CPA, CIA, CFE's Pun & McGeady LLP Experience March 2012 - February 2013
Job Auditor at Qualcomm
Industry Accounting
Experience
Qualcomm March 2013 - Present
Pun & McGeady LLP March 2012 - February 2013
Marcum LLP May 2011 - March 2012
Skills
Sarbanes-Oxley Act, Financial Accounting, Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Internal Audit, Financial Analysis, US GAAP, Financial Statements
Education
Auburn University, College of Business 2006 — 2010
Masters, Accountancy
University of Southern California
Bachelor, Electrical Engineering
Qualcomm March 2013 - Present
Pun & McGeady LLP March 2012 - February 2013
Marcum LLP May 2011 - March 2012
Skills
Sarbanes-Oxley Act, Financial Accounting, Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Internal Audit, Financial Analysis, US GAAP, Financial Statements
Education
Auburn University, College of Business 2006 — 2010
Masters, Accountancy
University of Southern California
Bachelor, Electrical Engineering
Chulssang Ham Chulssang Ham's Pun & McGeady LLP Experience August 2012 - January 2013
Job Assistant Controller at NCPHS
Industry Accounting
Experience
NCPHS January 2013 - Present
Pun & McGeady LLP August 2012 - January 2013
Marcum LLP December 2010 - July 2012
Heinfeld, Meech & Co., P.C. August 2006 - November 2010
Skills
Auditing, GAAP, Assurance, Accounting, Psychology, Single Audit, Financial Accounting, US GAAP, Financial Statements, Internal Controls, Revenue Recognition, External Audit, Sarbanes-Oxley Act, Forensic Accounting, Financial Analysis, Financial Reporting, CPA
Education
University of Arizona, Eller College of Management 2005 — 2006
Master's, Accounting
University of Arizona, Eller College of Management 2002 — 2005
Bachelor's, Accounting
NCPHS January 2013 - Present
Pun & McGeady LLP August 2012 - January 2013
Marcum LLP December 2010 - July 2012
Heinfeld, Meech & Co., P.C. August 2006 - November 2010
Skills
Auditing, GAAP, Assurance, Accounting, Psychology, Single Audit, Financial Accounting, US GAAP, Financial Statements, Internal Controls, Revenue Recognition, External Audit, Sarbanes-Oxley Act, Forensic Accounting, Financial Analysis, Financial Reporting, CPA
Education
University of Arizona, Eller College of Management 2005 — 2006
Master's, Accounting
University of Arizona, Eller College of Management 2002 — 2005
Bachelor's, Accounting
Ricardo Sarmiento Ricardo Sarmiento's Pun & McGeady LLP Experience September 2014 - October 2014
Job Tax Auditor at California State Board of Equalization
Industry Accounting
Experience
California State Board of Equalization November 2014 - Present
Pun & McGeady LLP September 2014 - October 2014
University of the Pacific, McGeorge School of Law February 2008 - August 2011
University of the Pacific, McGeorge School of Law September 2006 - February 2008
University of the Pacific, McGeorge School of Law September 2005 - September 2006
University of the Pacific, McGeorge School of Law September 2004 - September 2005
Skills
Civil Litigation, Legal Research, Criminal Law, Financial Accounting, General Ledger, Tax Preparation, Cost Accounting, Administrative..., Criminal Defense, Data Entry, Public Speaking, US GAAP, Sarbanes-Oxley, Auditing, Nonprofits, Accounting, PowerPoint, Microsoft Excel, Internal Controls, Microsoft Word, Microsoft Office, Financial Analysis, Training, Legal Assistance, Management, Financial Reporting, Accounts Payable, Courts, Legal Writing, Litigation, Hearings, Trials, Access, Litigation Support, Internal Audit, QuickBooks, Insurance, Family Law, Invoicing, Payroll, Tax, Cash Management, Budgets, Wordperfect, Document Review, Managerial Finance, Data Analysis, Due Diligence, Policy, Lexis
Education
National University 2012 — 2013
Master of Accountancy, Accounting
National University 1999 — 2003
Bachelor of Arts, Legal Studies
California State Board of Equalization November 2014 - Present
Pun & McGeady LLP September 2014 - October 2014
University of the Pacific, McGeorge School of Law February 2008 - August 2011
University of the Pacific, McGeorge School of Law September 2006 - February 2008
University of the Pacific, McGeorge School of Law September 2005 - September 2006
University of the Pacific, McGeorge School of Law September 2004 - September 2005
Skills
Civil Litigation, Legal Research, Criminal Law, Financial Accounting, General Ledger, Tax Preparation, Cost Accounting, Administrative..., Criminal Defense, Data Entry, Public Speaking, US GAAP, Sarbanes-Oxley, Auditing, Nonprofits, Accounting, PowerPoint, Microsoft Excel, Internal Controls, Microsoft Word, Microsoft Office, Financial Analysis, Training, Legal Assistance, Management, Financial Reporting, Accounts Payable, Courts, Legal Writing, Litigation, Hearings, Trials, Access, Litigation Support, Internal Audit, QuickBooks, Insurance, Family Law, Invoicing, Payroll, Tax, Cash Management, Budgets, Wordperfect, Document Review, Managerial Finance, Data Analysis, Due Diligence, Policy, Lexis
Education
National University 2012 — 2013
Master of Accountancy, Accounting
National University 1999 — 2003
Bachelor of Arts, Legal Studies
Phimchanok (Phim) Kositsawat's Pun & McGeady LLP Experience September 2012 - November 2013
Job FSO Assurance at EY
Industry Accounting
Experience
EY November 2013 - Present
Pun & McGeady LLP September 2012 - November 2013
bpg advertising June 2011 - September 2012
Disney Consumer Products August 2010 - February 2011
Ernst & Young June 2009 - August 2009
Skills
Microsoft Excel, Finance, QuickBooks, Financial Statements, Account Reconciliation, General Ledger, Accounting, Financial Analysis, PowerPoint, Financial Reporting, Cash Flow, Auditing, Project Planning, GAAP, Microsoft Word, Outlook, SAP
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2006 — 2010
Bachelor of Science, Business Administration
EY November 2013 - Present
Pun & McGeady LLP September 2012 - November 2013
bpg advertising June 2011 - September 2012
Disney Consumer Products August 2010 - February 2011
Ernst & Young June 2009 - August 2009
Skills
Microsoft Excel, Finance, QuickBooks, Financial Statements, Account Reconciliation, General Ledger, Accounting, Financial Analysis, PowerPoint, Financial Reporting, Cash Flow, Auditing, Project Planning, GAAP, Microsoft Word, Outlook, SAP
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2006 — 2010
Bachelor of Science, Business Administration
Hrant Manuelian's Pun & McGeady LLP Experience June 2013 - April 2014
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey April 2014 - Present
Liberty Tax Service October 2011 - Present
Pun & McGeady LLP June 2013 - April 2014
Volt Telecom Group June 2006 - October 2011
Macias Gini June 2005 - June 2006
Skills
Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Cost Accounting, Sarbanes-Oxley Act, Budgets, General Ledger, Internal Controls, Accounts Receivable, GAAP, Tax Preparation, Process Improvement, Financial Accounting, Auditing, Managerial Finance, Financial Analysis
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 1999
Business Administration, Accounting
McGladrey April 2014 - Present
Liberty Tax Service October 2011 - Present
Pun & McGeady LLP June 2013 - April 2014
Volt Telecom Group June 2006 - October 2011
Macias Gini June 2005 - June 2006
Skills
Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Cost Accounting, Sarbanes-Oxley Act, Budgets, General Ledger, Internal Controls, Accounts Receivable, GAAP, Tax Preparation, Process Improvement, Financial Accounting, Auditing, Managerial Finance, Financial Analysis
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 1999
Business Administration, Accounting
Francesca Navarro's Pun & McGeady LLP Experience November 2011 - Present
Job Staff Auditor at Pun & McGeady LLP
Industry Accounting
Experience
Pun & McGeady LLP November 2011 - Present
County of Orange March 2010 - January 2011
Orange County March 2010 - January 2011
Orange County Community Resources July 2009 - December 2009
County of Orange March 2004 - June 2009
ECT March 2000 - February 2004
ECT March 1996 - February 2000
Education
California State University of Fullerton
A.A, Business Administration; Accounting
Cerritos College
Cal State Fullerton
B.A., Accounting
California
B.A. Business Administration, Accounting
Pun & McGeady LLP November 2011 - Present
County of Orange March 2010 - January 2011
Orange County March 2010 - January 2011
Orange County Community Resources July 2009 - December 2009
County of Orange March 2004 - June 2009
ECT March 2000 - February 2004
ECT March 1996 - February 2000
Education
California State University of Fullerton
A.A, Business Administration; Accounting
Cerritos College
Cal State Fullerton
B.A., Accounting
California
B.A. Business Administration, Accounting
Kristin Nguyen's Pun & McGeady LLP Experience March 2012 - February 2015
Job at
Industry Accounting
Experience
City of Laguna Niguel, CA February 2015 - Present
Pun & McGeady LLP March 2012 - February 2015
The Pun Group, LLP March 2012 - February 2015
Caporicci & Larson August 2006 - February 2012
Staples June 2001 - June 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Concordia University-Irvine 2002 — 2006
Bachelor's degree, Sport and Fitness Administration/Management
City of Laguna Niguel, CA February 2015 - Present
Pun & McGeady LLP March 2012 - February 2015
The Pun Group, LLP March 2012 - February 2015
Caporicci & Larson August 2006 - February 2012
Staples June 2001 - June 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Concordia University-Irvine 2002 — 2006
Bachelor's degree, Sport and Fitness Administration/Management