Robert Lee & Associates, LLP
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Robert Lee & Associates, LLP Employees
Employee
Years
Job
Industry
Caroline Eades, CPA, CGMA Caroline Eades, CPA, CGMA's Robert Lee & Associates, LLP Experience April 2010 - November 2010
Job Financial Effectiveness Strategist
Industry Accounting
Experience
Silicon Valley Accountants April 2012 - Present
Robert Lee & Associates, LLP April 2010 - November 2010
Ireland San Filippo, LLP July 2005 - November 2009
Skills
SEC filings, Revenue Recognition, Auditing, Financial Reporting, Accounting, GAAP, Internal Controls, OnBase AFRM, Project Management, CPA, General Ledger, Financial Accounting, US GAAP, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, SEC Filings
Education
San Jose State University 2001 — 2003
Bachelor of Science (B.S.), Accounting
University of Colorado at Colorado Springs 2000 — 2001
Silicon Valley Accountants April 2012 - Present
Robert Lee & Associates, LLP April 2010 - November 2010
Ireland San Filippo, LLP July 2005 - November 2009
Skills
SEC filings, Revenue Recognition, Auditing, Financial Reporting, Accounting, GAAP, Internal Controls, OnBase AFRM, Project Management, CPA, General Ledger, Financial Accounting, US GAAP, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, SEC Filings
Education
San Jose State University 2001 — 2003
Bachelor of Science (B.S.), Accounting
University of Colorado at Colorado Springs 2000 — 2001
John Thuong John Thuong's Robert Lee & Associates, LLP Experience November 2014 - Present
Job Audit Associate at Robert Lee & Associates, LLP
Industry Accounting
Experience
Robert Lee & Associates, LLP November 2014 - Present
E Systems Technology July 2013 - October 2014
Skills
Accounts Payable, Cash Management, Records Organization, Project Management, MS Office, Accounts Receivable, Invoice Processing, Expense Reports, Payment Systems, US GAAP, QuickBooks, Financial Reporting
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (B.A.), Business Management Economics; Accounting
Robert Lee & Associates, LLP November 2014 - Present
E Systems Technology July 2013 - October 2014
Skills
Accounts Payable, Cash Management, Records Organization, Project Management, MS Office, Accounts Receivable, Invoice Processing, Expense Reports, Payment Systems, US GAAP, QuickBooks, Financial Reporting
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (B.A.), Business Management Economics; Accounting
Michele Arcelo Michele Arcelo's Robert Lee & Associates, LLP Experience January 2012 - Present
Job Associate at Robert Lee & Associates, LLP
Industry Accounting
Experience
Robert Lee & Associates, LLP January 2012 - Present
KLA Tencor 1995 - 1997
Ireland San Filippo 1992 - 1995
Education
San Jose State University
BS, Accounting
Robert Lee & Associates, LLP January 2012 - Present
KLA Tencor 1995 - 1997
Ireland San Filippo 1992 - 1995
Education
San Jose State University
BS, Accounting
Michelle DeFalco Michelle DeFalco's Robert Lee & Associates, LLP Experience September 2015 - Present
Job Tax Supervisor at Robert Lee & Associates, LLP
Industry Accounting
Experience
Robert Lee & Associates, LLP September 2015 - Present
Sensiba San Filippo LLP October 2005 - September 2015
Johnson Lumber Company January 1997 - September 2005
Skills
Auditing, GAAP, Accounting, Corporate Tax, Tax, Income Tax, Financial Reporting, Account Reconciliation, US GAAP
Education
San Jose State University 2002 — 2004
Bachelor of Business Administration, Accounting
Robert Lee & Associates, LLP September 2015 - Present
Sensiba San Filippo LLP October 2005 - September 2015
Johnson Lumber Company January 1997 - September 2005
Skills
Auditing, GAAP, Accounting, Corporate Tax, Tax, Income Tax, Financial Reporting, Account Reconciliation, US GAAP
Education
San Jose State University 2002 — 2004
Bachelor of Business Administration, Accounting
Kevin Haller Kevin Haller's Robert Lee & Associates, LLP Experience January 2011 - September 2012
Job Manager at Petrinovich Pugh & Company, LLP
Industry Accounting
Experience
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP September 2012 - June 2014
Robert Lee & Associates, LLP January 2011 - September 2012
Lautze & Lautze September 2005 - January 2011
CROSSMARK September 2005 - July 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, QuickBooks, Tax, Revenue Recognition, Tax Preparation, US GAAP, Financial Accounting, Income Tax, CPA, SEC filings, General Ledger, Financial Analysis, Corporate Tax, Sarbanes-Oxley Act, Tax Research, Account Reconciliation, Bookkeeping
Education
Santa Clara University 2005 — 2005
Accounting
University of Colorado Colorado Springs 2002 — 2004
University of Northern Colorado 1998 — 2002
Business
Coronado High School
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP September 2012 - June 2014
Robert Lee & Associates, LLP January 2011 - September 2012
Lautze & Lautze September 2005 - January 2011
CROSSMARK September 2005 - July 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, QuickBooks, Tax, Revenue Recognition, Tax Preparation, US GAAP, Financial Accounting, Income Tax, CPA, SEC filings, General Ledger, Financial Analysis, Corporate Tax, Sarbanes-Oxley Act, Tax Research, Account Reconciliation, Bookkeeping
Education
Santa Clara University 2005 — 2005
Accounting
University of Colorado Colorado Springs 2002 — 2004
University of Northern Colorado 1998 — 2002
Business
Coronado High School
Scott Smead, CPA's Robert Lee & Associates, LLP Experience November 2009 - Present
Job Partner at Robert Lee & Associates, LLP
Industry Accounting
Experience
Robert Lee & Associates, LLP November 2009 - Present
Ireland San Filippo, LLP September 2004 - November 2009
Skills
Revenue Recognition, Accounting, Financial Reporting, GAAP, SEC filings, Auditing, CPA, US GAAP, Corporate Tax, QuickBooks, Partnership Taxation, General Ledger, Tax, Tax Preparation, Internal Controls, SEC Filings
Education
Santa Clara University 2004 — 2004
Certificate of Advanced Accounting Proficiency, Accounting
California State University-Chico 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Point Loma Nazarene University 1999 — 2000
Music Theory and Composition / Music Business
Robert Lee & Associates, LLP November 2009 - Present
Ireland San Filippo, LLP September 2004 - November 2009
Skills
Revenue Recognition, Accounting, Financial Reporting, GAAP, SEC filings, Auditing, CPA, US GAAP, Corporate Tax, QuickBooks, Partnership Taxation, General Ledger, Tax, Tax Preparation, Internal Controls, SEC Filings
Education
Santa Clara University 2004 — 2004
Certificate of Advanced Accounting Proficiency, Accounting
California State University-Chico 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Point Loma Nazarene University 1999 — 2000
Music Theory and Composition / Music Business
Nasi Raissian's Robert Lee & Associates, LLP Experience November 2009 - June 2014
Job CPA, CGMA
Industry Accounting
Experience
MKR Accounting June 2014 - Present
Robert Lee & Associates, LLP November 2009 - June 2014
Ireland San Filippo, LLP May 2008 - November 2009
Caporicci & Larson 1997 - 2008
City of Sunnyvale 2002 - 2004
Skills
Financial Reporting, Financial Accounting, Nonprofits, Tax, Bookkeeping, Consulting, Outsourcing, GAAP, Finance, Accounting, Auditing, Revenue Recognition, Internal Controls, CPA, Tax Preparation, QuickBooks, Budgets, Management, Financial Analysis, US GAAP
Education
National University 1994 — 1997
MBA, Accounting and Finance
Middlebury College 1974 — 1978
BS, Economics
MKR Accounting June 2014 - Present
Robert Lee & Associates, LLP November 2009 - June 2014
Ireland San Filippo, LLP May 2008 - November 2009
Caporicci & Larson 1997 - 2008
City of Sunnyvale 2002 - 2004
Skills
Financial Reporting, Financial Accounting, Nonprofits, Tax, Bookkeeping, Consulting, Outsourcing, GAAP, Finance, Accounting, Auditing, Revenue Recognition, Internal Controls, CPA, Tax Preparation, QuickBooks, Budgets, Management, Financial Analysis, US GAAP
Education
National University 1994 — 1997
MBA, Accounting and Finance
Middlebury College 1974 — 1978
BS, Economics
Vanessa R. Dove's Robert Lee & Associates, LLP Experience December 2009 - April 2013
Job Assistant Corporate Controller at Milestone Internet Marketing
Industry Accounting
Experience
Milestone Internet Marketing December 2014 - Present
Milestone Internet Marketing April 2013 - December 2014
Robert Lee & Associates, LLP December 2009 - April 2013
Sensiba San Filippo LLP September 2006 - December 2009
Skills
GAAP, Revenue Recognition, Accounting, FIN 48, Internal Controls, Auditing, Financial Reporting, CPA, SEC filings, General Ledger, US GAAP, QuickBooks, Financial Accounting, Account Reconciliation, Financial Analysis
Education
Saint Mary's College of California 2002 — 2006
B.S., Accounting
Presentation High School 1998 — 2002
Milestone Internet Marketing December 2014 - Present
Milestone Internet Marketing April 2013 - December 2014
Robert Lee & Associates, LLP December 2009 - April 2013
Sensiba San Filippo LLP September 2006 - December 2009
Skills
GAAP, Revenue Recognition, Accounting, FIN 48, Internal Controls, Auditing, Financial Reporting, CPA, SEC filings, General Ledger, US GAAP, QuickBooks, Financial Accounting, Account Reconciliation, Financial Analysis
Education
Saint Mary's College of California 2002 — 2006
B.S., Accounting
Presentation High School 1998 — 2002
Rick McCauley's Robert Lee & Associates, LLP Experience September 1989 - March 1997
Job President at Superior OnSite Solutions
Industry Environmental Services
Experience
Superior On-Site Solutions February 2005 - Present
Crown Castle International January 1998 - February 2005
Robert Lee & Associates, LLP September 1989 - March 1997
Skills
Strategic Planning, Contract Negotiation, Management, Project Management, Project Planning, Budgets, Customer Service, New Business Development, Construction, Team Building
Education
California State University-Sacramento 1982 — 1987
BS, Engineering
Jesuit High School 1977 — 1981
Superior On-Site Solutions February 2005 - Present
Crown Castle International January 1998 - February 2005
Robert Lee & Associates, LLP September 1989 - March 1997
Skills
Strategic Planning, Contract Negotiation, Management, Project Management, Project Planning, Budgets, Customer Service, New Business Development, Construction, Team Building
Education
California State University-Sacramento 1982 — 1987
BS, Engineering
Jesuit High School 1977 — 1981
Elizabeth Segel, CPA's Robert Lee & Associates, LLP Experience February 2015 - Present
Job Tax Professional focused on Real Estate Partnership and High Net Worth Individuals
Industry Accounting
Experience
Robert Lee & Associates, LLP February 2015 - Present
Seiler LLP January 2013 - January 2015
Seiler LLP January 2012 - December 2012
Ernst & Young January 2011 - December 2011
Barnes & Noble October 2008 - November 2010
Skills
Tax, Microsoft Excel, Tax Preparation, Financial Reporting, CPA, Income Tax, Partnership Taxation, Microsoft Office, Accounting, Tax Research, GAAP
Education
San Jose State University 2007 — 2010
BS, Accounting
Robert Lee & Associates, LLP February 2015 - Present
Seiler LLP January 2013 - January 2015
Seiler LLP January 2012 - December 2012
Ernst & Young January 2011 - December 2011
Barnes & Noble October 2008 - November 2010
Skills
Tax, Microsoft Excel, Tax Preparation, Financial Reporting, CPA, Income Tax, Partnership Taxation, Microsoft Office, Accounting, Tax Research, GAAP
Education
San Jose State University 2007 — 2010
BS, Accounting
Colette Lee's Robert Lee & Associates, LLP Experience June 2010 - June 2015
Job Digital Marketing Intern at Tensoft
Industry
Experience
Tensoft June 2015 - Present
Robert Lee & Associates, LLP June 2010 - June 2015
Education
San Jose State University 2011 — 2016
Bachelor of Science (BS) - 2016, Advertising
Tensoft June 2015 - Present
Robert Lee & Associates, LLP June 2010 - June 2015
Education
San Jose State University 2011 — 2016
Bachelor of Science (BS) - 2016, Advertising