RSM McGladrey
Description
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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RSM McGladrey Employees
Employee
Years
Job
Industry
Gil Reichert Gil Reichert's RSM McGladrey Experience June 2008 - November 2009
Job Director of Analytics & Marketing Operations at NextGen Healthcare Information Systems
Industry Marketing and Advertising
Experience
NextGen Healthcare Information Systems July 2013 - Present
Thomson Reuters June 2011 - July 2013
A.C. Moore February 2010 - June 2011
RSM McGladrey June 2008 - November 2009
Relevante, Inc. December 2005 - June 2008
MWI July 2003 - February 2005
Skills
Salesforce.com, Eloqua, Microsoft Excel, Microsoft Access, HTML, JavaScript, Email Marketing, Marketing, CRM, Direct Marketing, Advertising, Training, Project Management, Analytics, Recruiting, Strategy, Business Development, Customer Service, New Business Development, Marketo, Sales, Analysis
Education
Arcadia University 1999 — 2003
B.A., Business Management with an Emphasis in Marketing
HS
NextGen Healthcare Information Systems July 2013 - Present
Thomson Reuters June 2011 - July 2013
A.C. Moore February 2010 - June 2011
RSM McGladrey June 2008 - November 2009
Relevante, Inc. December 2005 - June 2008
MWI July 2003 - February 2005
Skills
Salesforce.com, Eloqua, Microsoft Excel, Microsoft Access, HTML, JavaScript, Email Marketing, Marketing, CRM, Direct Marketing, Advertising, Training, Project Management, Analytics, Recruiting, Strategy, Business Development, Customer Service, New Business Development, Marketo, Sales, Analysis
Education
Arcadia University 1999 — 2003
B.A., Business Management with an Emphasis in Marketing
HS
Alex Biahun Alex Biahun's RSM McGladrey Experience February 2008 - August 2010
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
Coach July 2012 - September 2013
Darden School of Business at the University of Virginia August 2010 - August 2012
Credit Suisse June 2011 - August 2011
RSM McGladrey February 2008 - August 2010
McBee Associates January 2007 - February 2008
Skills
Risk Management, Management Consulting, Due Diligence, Healthcare, Investment Banking, LBO, Private Equity, Business Valuation, Capital Markets, Corporate Development, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Strategy, Restructuring, Finance, Corporate Finance, Financial Analysis, Valuation, Leveraged Finance, Leadership, Venture Capital, Bloomberg, Friendly Personality, Emerging Markets, Cross-functional Team..., Dependable Team Player
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
Salisbury University - Perdue School of Business 2004 — 2006
BS, Business management
Belarusian State University 1997 — 2001
Economics/Management
Wells Fargo Securities September 2013 - Present
Coach July 2012 - September 2013
Darden School of Business at the University of Virginia August 2010 - August 2012
Credit Suisse June 2011 - August 2011
RSM McGladrey February 2008 - August 2010
McBee Associates January 2007 - February 2008
Skills
Risk Management, Management Consulting, Due Diligence, Healthcare, Investment Banking, LBO, Private Equity, Business Valuation, Capital Markets, Corporate Development, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Strategy, Restructuring, Finance, Corporate Finance, Financial Analysis, Valuation, Leveraged Finance, Leadership, Venture Capital, Bloomberg, Friendly Personality, Emerging Markets, Cross-functional Team..., Dependable Team Player
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
Salisbury University - Perdue School of Business 2004 — 2006
BS, Business management
Belarusian State University 1997 — 2001
Economics/Management
Steve Jugan Steve Jugan's RSM McGladrey Experience 2006 - November 2011
Job Partner at McGladrey, LLP
Industry Accounting
Experience
McGladrey LLP January 2007 - Present
Irish Business Organization 2010 - 2013
RSM McGladrey 2006 - November 2011
Goldstein Golub Kessler LLP 1995 - 2007
Weinick Sanders & Co, LLP 1993 - 1995
Weinick Sanders LLP 1993 - 1995
Skills
CPA, Accounting, GAAP, SEC filings, Auditing, Tax, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Corporate Tax, Financial Accounting, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Accounting, Mergers & Acquisitions, Tax Research, Valuation, Financial Statements, Tax Preparation, External Audit, Income Tax, Account Reconciliation, Internal Audit, Assurance, Investments, Corporate Finance, Fund Of Funds, General Ledger, Risk Management, QuickBooks
Education
Binghamton University - School of Management 1986 — 1989
Bachelor of Science (B.S.), Accounting
Levittown Memorial High School 1980 — 1983
Nassau Community College
Associate of Science - Accounting
McGladrey LLP January 2007 - Present
Irish Business Organization 2010 - 2013
RSM McGladrey 2006 - November 2011
Goldstein Golub Kessler LLP 1995 - 2007
Weinick Sanders & Co, LLP 1993 - 1995
Weinick Sanders LLP 1993 - 1995
Skills
CPA, Accounting, GAAP, SEC filings, Auditing, Tax, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Corporate Tax, Financial Accounting, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Accounting, Mergers & Acquisitions, Tax Research, Valuation, Financial Statements, Tax Preparation, External Audit, Income Tax, Account Reconciliation, Internal Audit, Assurance, Investments, Corporate Finance, Fund Of Funds, General Ledger, Risk Management, QuickBooks
Education
Binghamton University - School of Management 1986 — 1989
Bachelor of Science (B.S.), Accounting
Levittown Memorial High School 1980 — 1983
Nassau Community College
Associate of Science - Accounting
Terri Mora Terri Mora's RSM McGladrey Experience 2000 - 2000
Job Strategic Project Manager at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix July 2007 - Present
BroadPoint Technologies 2004 - 2007
Tectura 2000 - 2004
RSM McGladrey 2000 - 2000
Cole Companies 1999 - 1999
Mack & Courson, PLC 1997 - 1999
Matrix Capital Corporation 1996 - 1997
Skills
Great Plains Software, Business Analysis, Project Management, Business Process, Program Management, Customer Service, Process Improvement, Accounting, Leadership, Strategic Planning, Strategy, Management Consulting, Training, Team Building, Sales, Start-ups
Education
Arizona State University 1995 — 1999
BS, History, Psychology, Accounting, Information Systems
Harper College 1991 — 1995
Business, Language
College of DuPage 1989 — 1991
Biology, Chemistry
Isagenix July 2007 - Present
BroadPoint Technologies 2004 - 2007
Tectura 2000 - 2004
RSM McGladrey 2000 - 2000
Cole Companies 1999 - 1999
Mack & Courson, PLC 1997 - 1999
Matrix Capital Corporation 1996 - 1997
Skills
Great Plains Software, Business Analysis, Project Management, Business Process, Program Management, Customer Service, Process Improvement, Accounting, Leadership, Strategic Planning, Strategy, Management Consulting, Training, Team Building, Sales, Start-ups
Education
Arizona State University 1995 — 1999
BS, History, Psychology, Accounting, Information Systems
Harper College 1991 — 1995
Business, Language
College of DuPage 1989 — 1991
Biology, Chemistry
Bruce Kletsky Bruce Kletsky's RSM McGladrey Experience 2001 - 2008
Job Vice President Business Development/Strategic Planning at Braithwaite Global, Inc.
Industry Financial Services
Experience
Braithwaite Global, Inc. February 2010 - Present
National Tax Advisors, Inc. February 2010 - December 2012
RSM McGladrey 2001 - 2008
Skills
Tax, Property Tax, State Tax, Cost Segregation, Tax Credits, Management Consulting, Valuation, Business Planning, Consulting, Forecasting, Business Development, New Business Development, International Tax, Salesforce.com, Marketing Strategy, Venture Capital, Selling, Real Estate Economics, Transfer Pricing, Cross-functional Team..., Management, Process Improvement, Executive Management, Business Valuation, Strategic Partnerships, Small Business, International Business, International Trade, International Business..., Entrepreneurship, Tax Law, CRM, Professional Services, Manufacturing, Business Process..., Training, Strategy, Private Equity, Sarbanes-Oxley Act, Risk Management, Financial Services, Tax Advisory, Managerial Finance, Team Building, Tax Accounting, Strategic Financial..., SEC filings, Internal Audit, Sarbanes-Oxley, Sales Process
Education
Arizona State University
Braithwaite Global, Inc. February 2010 - Present
National Tax Advisors, Inc. February 2010 - December 2012
RSM McGladrey 2001 - 2008
Skills
Tax, Property Tax, State Tax, Cost Segregation, Tax Credits, Management Consulting, Valuation, Business Planning, Consulting, Forecasting, Business Development, New Business Development, International Tax, Salesforce.com, Marketing Strategy, Venture Capital, Selling, Real Estate Economics, Transfer Pricing, Cross-functional Team..., Management, Process Improvement, Executive Management, Business Valuation, Strategic Partnerships, Small Business, International Business, International Trade, International Business..., Entrepreneurship, Tax Law, CRM, Professional Services, Manufacturing, Business Process..., Training, Strategy, Private Equity, Sarbanes-Oxley Act, Risk Management, Financial Services, Tax Advisory, Managerial Finance, Team Building, Tax Accounting, Strategic Financial..., SEC filings, Internal Audit, Sarbanes-Oxley, Sales Process
Education
Arizona State University
Mary Beth Jameson Mary Beth Jameson's RSM McGladrey Experience April 2007 - August 2008
Job
Industry Management Consulting
Experience
McGladrey July 2010 - Present
The Leukemia & Lymphoma Society July 2012 - Present
H&R Block August 2008 - July 2010
RSM McGladrey April 2007 - August 2008
State Street 1999 - 2007
Wells Fargo September 1997 - April 1999
Skills
Program Management, Product Management, Business Process..., Strategic Planning, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Financial Services, Vendor Management, Project Management, Portfolio Management, Finance, Business Process, Business Development
Education
Carleton College 1993 — 1997
BS
Baker University 2001 — 2002
MBA
Watertown-Mayer High School 1989 — 1993
McGladrey July 2010 - Present
The Leukemia & Lymphoma Society July 2012 - Present
H&R Block August 2008 - July 2010
RSM McGladrey April 2007 - August 2008
State Street 1999 - 2007
Wells Fargo September 1997 - April 1999
Skills
Program Management, Product Management, Business Process..., Strategic Planning, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Financial Services, Vendor Management, Project Management, Portfolio Management, Finance, Business Process, Business Development
Education
Carleton College 1993 — 1997
BS
Baker University 2001 — 2002
MBA
Watertown-Mayer High School 1989 — 1993
Matthew Puetz, ERPA, QPA Matthew Puetz, ERPA, QPA's RSM McGladrey Experience June 2006 - June 2007
Job Senior Retirement Plan Consultant
Industry Financial Services
Experience
Means & Associates, LLC January 2015 - Present
Shore Tompkins Actuarial Resources, LLC June 2007 - Present
RSM McGladrey June 2006 - June 2007
The Benefits Consulting Group December 2002 - June 2006
CBIZ Actuarial & Benefit Consultants, Inc. May 2001 - December 2002
Skills
Employee Benefits, 401k, ERISA, Benefits Administration, Defined Contribution, Retirement, 403 b, EPCRS, Pension Administration, Profit Sharing, Retirement Plan..., Qualified Retirement..., Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
Bachelor of Science, Management
Means & Associates, LLC January 2015 - Present
Shore Tompkins Actuarial Resources, LLC June 2007 - Present
RSM McGladrey June 2006 - June 2007
The Benefits Consulting Group December 2002 - June 2006
CBIZ Actuarial & Benefit Consultants, Inc. May 2001 - December 2002
Skills
Employee Benefits, 401k, ERISA, Benefits Administration, Defined Contribution, Retirement, 403 b, EPCRS, Pension Administration, Profit Sharing, Retirement Plan..., Qualified Retirement..., Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
Bachelor of Science, Management
Troy Derksen Troy Derksen's RSM McGladrey Experience May 2006 - January 2007
Job Global Product Manager ↔ Market Innovation Through Collaboration at Laird
Industry Electrical/Electronic Manufacturing
Experience
Laird June 2014 - Present
Laird Technologies April 2010 - June 2014
Accelerated Technology Laboratories, Inc March 2009 - March 2010
Vallon, LLC January 2009 - March 2009
Summit Advisory Group October 2007 - November 2008
Fulfillment Systems, Inc. January 2007 - October 2007
RSM McGladrey May 2006 - January 2007
New Horizons of Minnesota May 2005 - May 2006
The Bergquist Company July 1998 - April 2005
Skills
Product Development, Contract Negotiation, Leadership, Business Development, Strategy, Cross-functional Team..., Marketing, Forecasting, Sales Management, Product Marketing, Product Management, Sales, Training, Manufacturing, Project Management, Process Improvement, Team Leadership, Program Management, Management, CRM, Six Sigma, Customer Satisfaction, New Business Development, Competitive Analysis
Education
Bethel University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bethel University 2008 — 2010
B.A., Business Management, 4.0
University of Minnesota Duluth 1996 — 1997
Chemical Engineering
Laird June 2014 - Present
Laird Technologies April 2010 - June 2014
Accelerated Technology Laboratories, Inc March 2009 - March 2010
Vallon, LLC January 2009 - March 2009
Summit Advisory Group October 2007 - November 2008
Fulfillment Systems, Inc. January 2007 - October 2007
RSM McGladrey May 2006 - January 2007
New Horizons of Minnesota May 2005 - May 2006
The Bergquist Company July 1998 - April 2005
Skills
Product Development, Contract Negotiation, Leadership, Business Development, Strategy, Cross-functional Team..., Marketing, Forecasting, Sales Management, Product Marketing, Product Management, Sales, Training, Manufacturing, Project Management, Process Improvement, Team Leadership, Program Management, Management, CRM, Six Sigma, Customer Satisfaction, New Business Development, Competitive Analysis
Education
Bethel University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bethel University 2008 — 2010
B.A., Business Management, 4.0
University of Minnesota Duluth 1996 — 1997
Chemical Engineering
Sam Edvalson Sam Edvalson's RSM McGladrey Experience June 2009 - August 2009
Job Senior International Tax Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PwC September 2013 - December 2014
McGladrey November 2010 - August 2013
L.W. Miller May 2010 - October 2010
Brigham Young University May 2008 - May 2010
RSM McGladrey June 2009 - August 2009
GDC Consulting, Inc. May 2006 - May 2008
Allen's Camera September 2005 - May 2006
Brooks Sports June 2002 - April 2003
Skills
International Tax, Accounting, GAAP, Auditing, Corporate Tax, Tax, Revenue Recognition, US GAAP, Financial Reporting, QuickBooks, Financial Accounting, Internal Audit, Tax Accounting, Financial Analysis, SEC filings, Tax Preparation, CPA, Tax Research, Income Tax, Tax Returns, Financial Statements
Education
Brigham Young University 2009 — 2010
Master of Accountancy, Tax
Brigham Young University 2005 — 2009
Bachelor of Science, Accounting
Bellevue Community College 2000 — 2002
Associate's Degree, Arts and Sciences
PwC January 2015 - Present
PwC September 2013 - December 2014
McGladrey November 2010 - August 2013
L.W. Miller May 2010 - October 2010
Brigham Young University May 2008 - May 2010
RSM McGladrey June 2009 - August 2009
GDC Consulting, Inc. May 2006 - May 2008
Allen's Camera September 2005 - May 2006
Brooks Sports June 2002 - April 2003
Skills
International Tax, Accounting, GAAP, Auditing, Corporate Tax, Tax, Revenue Recognition, US GAAP, Financial Reporting, QuickBooks, Financial Accounting, Internal Audit, Tax Accounting, Financial Analysis, SEC filings, Tax Preparation, CPA, Tax Research, Income Tax, Tax Returns, Financial Statements
Education
Brigham Young University 2009 — 2010
Master of Accountancy, Tax
Brigham Young University 2005 — 2009
Bachelor of Science, Accounting
Bellevue Community College 2000 — 2002
Associate's Degree, Arts and Sciences
Jeff Taylor, MBA, CFP® Jeff Taylor, MBA, CFP®'s RSM McGladrey Experience June 2005 - November 2009
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Charles Schwab June 2012 - March 2015
Charles Schwab November 2009 - June 2012
RSM McGladrey June 2005 - November 2009
Wachovia Securities October 2000 - June 2005
Prudential Securities April 1999 - October 2000
Education
Auburn University 2002 — 2004
MBA, Business
College for Financial Planning
CFP
Charles Schwab June 2012 - March 2015
Charles Schwab November 2009 - June 2012
RSM McGladrey June 2005 - November 2009
Wachovia Securities October 2000 - June 2005
Prudential Securities April 1999 - October 2000
Education
Auburn University 2002 — 2004
MBA, Business
College for Financial Planning
CFP
Rick Paden Rick Paden's RSM McGladrey Experience September 2005 - June 2006
Job Partner at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP September 2009 - Present
Dixon Hughes PLLC June 2006 - September 2009
RSM McGladrey September 2005 - June 2006
Skills
Construction, Tax, Accounting, Tax Compliance, Real Estate, Financial Reporting, Tax Accounting, IRS problem resolution, Auditing, GAAP, CPA, US GAAP, Corporate Tax, SEC filings, Restructuring, Mergers & Acquisitions
Education
Appalachian State University 1999 — 2000
MS, Accounting
Appalachian State University 1996 — 1999
BSBA, Accounting
Dixon Hughes Goodman LLP September 2009 - Present
Dixon Hughes PLLC June 2006 - September 2009
RSM McGladrey September 2005 - June 2006
Skills
Construction, Tax, Accounting, Tax Compliance, Real Estate, Financial Reporting, Tax Accounting, IRS problem resolution, Auditing, GAAP, CPA, US GAAP, Corporate Tax, SEC filings, Restructuring, Mergers & Acquisitions
Education
Appalachian State University 1999 — 2000
MS, Accounting
Appalachian State University 1996 — 1999
BSBA, Accounting
Addison Maille Addison Maille's RSM McGladrey Experience October 2006 - October 2007
Job Tax Partner at Smith Leonard PLLC
Industry Accounting
Experience
smith leonard December 2007 - Present
RSM McGladrey October 2006 - October 2007
KPMG Peat Marwick January 2006 - October 2006
US Trust February 2000 - November 2005
PwC June 1998 - February 2000
Urbach, Kahn & Werlin May 1993 - June 1998
Skills
International Tax, Tax Law, Budgets, Income Tax, Corporate Tax, Tax, SEC filings, Tax Advisory, Small Business, Tax Research, Tax Accounting, Tax Preparation, Estate Planning, Financial Analysis, GAAP, CPA, Accounting, Partnership Taxation, Tax Returns, S Corporations, Sales Tax, US GAAP, Trusts, LLC, Financial Planners, US Tax, Auditing, State Tax
Education
Albany Law School of Union University 1989 — 1993
JD, Law
Union College 1989 — 1993
MBA, Accounting
State University of New York College at Oneonta 1984 — 1988
BA, Political Science
smith leonard December 2007 - Present
RSM McGladrey October 2006 - October 2007
KPMG Peat Marwick January 2006 - October 2006
US Trust February 2000 - November 2005
PwC June 1998 - February 2000
Urbach, Kahn & Werlin May 1993 - June 1998
Skills
International Tax, Tax Law, Budgets, Income Tax, Corporate Tax, Tax, SEC filings, Tax Advisory, Small Business, Tax Research, Tax Accounting, Tax Preparation, Estate Planning, Financial Analysis, GAAP, CPA, Accounting, Partnership Taxation, Tax Returns, S Corporations, Sales Tax, US GAAP, Trusts, LLC, Financial Planners, US Tax, Auditing, State Tax
Education
Albany Law School of Union University 1989 — 1993
JD, Law
Union College 1989 — 1993
MBA, Accounting
State University of New York College at Oneonta 1984 — 1988
BA, Political Science
Sara Masters Sara Masters's RSM McGladrey Experience March 2006 - June 2007
Job Assistant Director for Church Relations at Gustavus Adolphus College
Industry Religious Institutions
Experience
Gustavus Adolphus College August 2013 - Present
Minneapolis Area Synod of the ELCA June 2007 - July 2013
Minnesota Women in Marketing and Communications June 2005 - May 2010
RSM McGladrey March 2006 - June 2007
Colonial Church of Edina November 2003 - March 2006
Thrivent Financial June 1993 - May 2002
Skills
Non-profits
Education
Augsburg College 1998 — 2003
Masters, Leadership
Augsburg College 1990 — 1995
BA, Mathematics
Gustavus Adolphus College August 2013 - Present
Minneapolis Area Synod of the ELCA June 2007 - July 2013
Minnesota Women in Marketing and Communications June 2005 - May 2010
RSM McGladrey March 2006 - June 2007
Colonial Church of Edina November 2003 - March 2006
Thrivent Financial June 1993 - May 2002
Skills
Non-profits
Education
Augsburg College 1998 — 2003
Masters, Leadership
Augsburg College 1990 — 1995
BA, Mathematics
Kevin Toll Kevin Toll's RSM McGladrey Experience January 1998 - May 2003
Job Agent at Long & Foster Companies
Industry Real Estate
Experience
Long & Foster Companies January 2007 - Present
RSM McGladrey January 1998 - May 2003
McGladrey & Pullen LLP 2000 - 2003
Skills
Real Estate, Residential Homes, Leases, First Time Home Buyers, Rentals, Investments, Property Management, Small Business, Financial Planners, Mortgage Lending, Real Estate Transactions, Real Estate Development, Real Estate Economics, Commercial Real Estate, Asset Managment, Property, Asset Management, Short Sales, Selling, Sales, Sellers, Investment Properties, Buyer Representation, Foreclosures, Investors, ABR
Education
La Salle University 1998 — 2001
BS, Accounting
Albright College 1996 — 1998
BS, Accounting
Long & Foster Companies January 2007 - Present
RSM McGladrey January 1998 - May 2003
McGladrey & Pullen LLP 2000 - 2003
Skills
Real Estate, Residential Homes, Leases, First Time Home Buyers, Rentals, Investments, Property Management, Small Business, Financial Planners, Mortgage Lending, Real Estate Transactions, Real Estate Development, Real Estate Economics, Commercial Real Estate, Asset Managment, Property, Asset Management, Short Sales, Selling, Sales, Sellers, Investment Properties, Buyer Representation, Foreclosures, Investors, ABR
Education
La Salle University 1998 — 2001
BS, Accounting
Albright College 1996 — 1998
BS, Accounting
Keith Hadley Keith Hadley's RSM McGladrey Experience July 1995 - July 1999
Job Principal Consultant at Table Group Consulting
Industry Management Consulting
Experience
The Table Group, a Patrick Lencioni Company June 2015 - Present
CareerBuilder, LLC December 2014 - July 2015
CareerBuilder.com November 2010 - December 2014
Careerbuilder.com October 2006 - November 2010
Moody Bible Institute July 1999 - October 2006
RSM McGladrey July 1995 - July 1999
Cheshire, Ltd. January 1992 - July 1995
Skills
Organizational..., Leadership Development, Recruiting, Change Management, Strategy, Management Consulting, Leadership, Employer Branding, Program Management, Business Development, Strategic Planning, Process Improvement, Public Speaking, Talent Management, Succession Planning, Performance Management, Coaching, Employee Engagement, Instructional Design, Consulting, Management, Staff Development, Marketing, Talent Acquisition, Training, Executive Coaching, Human Resources, Employee Relations, Personnel Management, Onboarding, Interviews, Organizational..., Applicant Tracking..., CRM
Education
University of Illinois at Chicago 2005 — 2008
MBA, Management & OD
Baylor University 1987 — 1991
Bachelor of Arts (B.A.), History and French
Glenbard West High School 1983 — 1987
Central Park Elementary!
Plays well with others.
The Table Group, a Patrick Lencioni Company June 2015 - Present
CareerBuilder, LLC December 2014 - July 2015
CareerBuilder.com November 2010 - December 2014
Careerbuilder.com October 2006 - November 2010
Moody Bible Institute July 1999 - October 2006
RSM McGladrey July 1995 - July 1999
Cheshire, Ltd. January 1992 - July 1995
Skills
Organizational..., Leadership Development, Recruiting, Change Management, Strategy, Management Consulting, Leadership, Employer Branding, Program Management, Business Development, Strategic Planning, Process Improvement, Public Speaking, Talent Management, Succession Planning, Performance Management, Coaching, Employee Engagement, Instructional Design, Consulting, Management, Staff Development, Marketing, Talent Acquisition, Training, Executive Coaching, Human Resources, Employee Relations, Personnel Management, Onboarding, Interviews, Organizational..., Applicant Tracking..., CRM
Education
University of Illinois at Chicago 2005 — 2008
MBA, Management & OD
Baylor University 1987 — 1991
Bachelor of Arts (B.A.), History and French
Glenbard West High School 1983 — 1987
Central Park Elementary!
Plays well with others.
Ruchi Tanna Shah, CPA's RSM McGladrey Experience November 2009 - December 2011
Job Tax Senior at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company Senior, Tax ServicesErnst & YoungNovember 2011 - October 2012
RSM McGladrey November 2009 - December 2011
Carey & Company May 2008 - August 2008
Skills
Partnership Taxation, Tax Preparation, Tax Accounting, Tax Research, Corporate Tax, CPA, GAAP, Income Tax, Tax, US GAAP
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2009
MS, Accounting
Babson College 2005 — 2009
BS, Accounting, Legal Studies
DiCicco, Gulman & Company Senior, Tax ServicesErnst & YoungNovember 2011 - October 2012
RSM McGladrey November 2009 - December 2011
Carey & Company May 2008 - August 2008
Skills
Partnership Taxation, Tax Preparation, Tax Accounting, Tax Research, Corporate Tax, CPA, GAAP, Income Tax, Tax, US GAAP
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2009
MS, Accounting
Babson College 2005 — 2009
BS, Accounting, Legal Studies
Tina Yang, CPA's RSM McGladrey Experience October 2009 - February 2012
Job Tax Manager at Burke & Associates
Industry Financial Services
Experience
Burke & Associates December 2013 - Present
Graduate Leverage February 2012 - November 2013
RSM McGladrey October 2009 - February 2012
KPMG LLP January 2007 - October 2009
Suffolk University September 2005 - December 2006
Hampshire House May 2006 - September 2006
Skills
Tax, US GAAP, Accounting, Financial Reporting, QuickBooks, Financial Accounting, Financial Analysis, Corporate Tax, Auditing, Tax Preparation, Income Tax, Financial Statements, Finance, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
MST, Taxation and Financial Planning
Suffolk University 2005 — 2007
Master, Accounting
London School of Business 2004 — 2005
BA, Business Admin
University of Portsmouth 2001 — 2004
BA, Business Administration
Burke & Associates December 2013 - Present
Graduate Leverage February 2012 - November 2013
RSM McGladrey October 2009 - February 2012
KPMG LLP January 2007 - October 2009
Suffolk University September 2005 - December 2006
Hampshire House May 2006 - September 2006
Skills
Tax, US GAAP, Accounting, Financial Reporting, QuickBooks, Financial Accounting, Financial Analysis, Corporate Tax, Auditing, Tax Preparation, Income Tax, Financial Statements, Finance, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
MST, Taxation and Financial Planning
Suffolk University 2005 — 2007
Master, Accounting
London School of Business 2004 — 2005
BA, Business Admin
University of Portsmouth 2001 — 2004
BA, Business Administration
Shannon Watson Shannon Watson's RSM McGladrey Experience May 2007 - October 2012
Job Director Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
RSM McGladrey May 2007 - October 2012
McGladrey & Pullen August 2004 - May 2007
PricewaterhouseCoopers 2003 - 2003
Skills
GAAP, US GAAP, CPA, Internal Controls, Auditing, External Audit, Financial Accounting, Financial Reporting, Accounting, Revenue Recognition, Financial Statements
Education
Baylor University 1999 — 2004
Bachelor of Business Administration (B.B.A.)
McGladrey October 2012 - Present
RSM McGladrey May 2007 - October 2012
McGladrey & Pullen August 2004 - May 2007
PricewaterhouseCoopers 2003 - 2003
Skills
GAAP, US GAAP, CPA, Internal Controls, Auditing, External Audit, Financial Accounting, Financial Reporting, Accounting, Revenue Recognition, Financial Statements
Education
Baylor University 1999 — 2004
Bachelor of Business Administration (B.B.A.)
Chris Rini, CPA, MST Chris Rini, CPA, MST's RSM McGladrey Experience May 2002 - December 2011
Job Corporate Finance Director at Ourisman Chevrolet / Mitsubishi / Honda / Hyundai / Mazda / VW
Industry Accounting
Experience
Ourisman Automotive December 2011 - Present
RSM McGladrey May 2002 - December 2011
Eisner LLP 1999 - 2002
Gentile, Pismeny and Brengel, LLP 1994 - 1999
Skills
Tax, Tax Returns, Income Tax, Tax Services, Tax Compliance, Corporate Tax, Small Business, IRS, LLC, High Net Worth..., S Corporations, CPA, Tax Research, Financial Statements, Tax Accounting, Internal Audit, Financial Reporting, Partnership Taxation, Accounting, Corporate Finance, Internal Controls, SEC filings, Tax Preparation, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Revenue Recognition, International Tax, Forensic Accounting, Tax Advisory, External Audit, Cost Accounting, Business Valuation, Sarbanes-Oxley, General Ledger, US Tax, ProSystem fx Tax
Education
American University - Kogod School of Business 2006 — 2008
MST, Masters in Taxation
Saint John's University 1991 — 1995
BA, Accounting
valley stream central
Ourisman Automotive December 2011 - Present
RSM McGladrey May 2002 - December 2011
Eisner LLP 1999 - 2002
Gentile, Pismeny and Brengel, LLP 1994 - 1999
Skills
Tax, Tax Returns, Income Tax, Tax Services, Tax Compliance, Corporate Tax, Small Business, IRS, LLC, High Net Worth..., S Corporations, CPA, Tax Research, Financial Statements, Tax Accounting, Internal Audit, Financial Reporting, Partnership Taxation, Accounting, Corporate Finance, Internal Controls, SEC filings, Tax Preparation, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Revenue Recognition, International Tax, Forensic Accounting, Tax Advisory, External Audit, Cost Accounting, Business Valuation, Sarbanes-Oxley, General Ledger, US Tax, ProSystem fx Tax
Education
American University - Kogod School of Business 2006 — 2008
MST, Masters in Taxation
Saint John's University 1991 — 1995
BA, Accounting
valley stream central
Pia Scheffelaar Pia Scheffelaar's RSM McGladrey Experience 2006 - 2008
Job Office Manager at CloudLock
Industry Accounting
Experience
CloudLock March 2014 - Present
Scandinavian Library, Inc. 1999 - Present
My Account Team March 2011 - March 2014
Launch in US Alliance 2009 - March 2011
RSM McGladrey 2006 - 2008
Skills
Start-ups, Entrepreneurship, Risk Management, Corporate Finance, Sarbanes-Oxley, Management, US GAAP, Sarbanes-Oxley Act, Human Resources
Education
Bentley University
BS, Accounting
Copenhagen Business School
English, German
CloudLock March 2014 - Present
Scandinavian Library, Inc. 1999 - Present
My Account Team March 2011 - March 2014
Launch in US Alliance 2009 - March 2011
RSM McGladrey 2006 - 2008
Skills
Start-ups, Entrepreneurship, Risk Management, Corporate Finance, Sarbanes-Oxley, Management, US GAAP, Sarbanes-Oxley Act, Human Resources
Education
Bentley University
BS, Accounting
Copenhagen Business School
English, German
Alan Alzfan Alan Alzfan's RSM McGladrey Experience 2004 - November 2011
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 2007 - Present
RSM McGladrey 2004 - November 2011
Goldstein Golub Kessler LLP 1997 - 2007
American Express Tax & Business Services 1997 - 2007
Goldstein Golub Kessler LLP October 1988 - May 2000
Skills
Fund Of Funds, Auditing, Hedge Funds, Tax, SEC filings, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Management, Accounting, Due Diligence, CPA, Private Equity, GAAP
Education
Binghamton University 1981 — 1985
bs, accounting
McGladrey LLP 2007 - Present
RSM McGladrey 2004 - November 2011
Goldstein Golub Kessler LLP 1997 - 2007
American Express Tax & Business Services 1997 - 2007
Goldstein Golub Kessler LLP October 1988 - May 2000
Skills
Fund Of Funds, Auditing, Hedge Funds, Tax, SEC filings, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Management, Accounting, Due Diligence, CPA, Private Equity, GAAP
Education
Binghamton University 1981 — 1985
bs, accounting
Brandon Vahl, CPA, CFE Brandon Vahl, CPA, CFE's RSM McGladrey Experience January 2002 - April 2002
Job Director at Ostrow Reisin Berk & Abrams, Ltd.
Industry Accounting
Experience
Ostrow Reisin Berk & Abrams September 2003 - Present
The Chicago Leadership Alliance January 2015 - Present
Deloitte & Touche January 2003 - April 2003
RSM McGladrey January 2002 - April 2002
Skills
Technology Companies, Accounting, Internal Controls, Tax Compliance, Financial Reporting, Manufacturing Companies, Tax, Auditing, Tax Returns, Tax Research, Bookkeeping, Forecasting, Due Diligence, Financial Statements, Cash Flow, Tax Preparation, Accountants, US GAAP, Income Tax, GAAP, Partnership Taxation, Financial Planners, Tax Accounting, Sales Tax, Financial Accounting, QuickBooks, Business Valuation, Forensic Accounting, Certified Fraud Examiner, Financial Analysis, Estate Planning
Education
Augustana College 1999 — 2003
BA, Accounting, Economics, Business Administration
Ostrow Reisin Berk & Abrams September 2003 - Present
The Chicago Leadership Alliance January 2015 - Present
Deloitte & Touche January 2003 - April 2003
RSM McGladrey January 2002 - April 2002
Skills
Technology Companies, Accounting, Internal Controls, Tax Compliance, Financial Reporting, Manufacturing Companies, Tax, Auditing, Tax Returns, Tax Research, Bookkeeping, Forecasting, Due Diligence, Financial Statements, Cash Flow, Tax Preparation, Accountants, US GAAP, Income Tax, GAAP, Partnership Taxation, Financial Planners, Tax Accounting, Sales Tax, Financial Accounting, QuickBooks, Business Valuation, Forensic Accounting, Certified Fraud Examiner, Financial Analysis, Estate Planning
Education
Augustana College 1999 — 2003
BA, Accounting, Economics, Business Administration
Janet Adamo Janet Adamo's RSM McGladrey Experience November 2005 - July 2007
Job Marketing Coordinator at McDonald Hopkins LLC
Industry Legal Services
Experience
McDonald Hopkins LLC July 2007 - Present
RSM McGladrey November 2005 - July 2007
Hausser + Taylor November 1991 - July 2007
American Express TBS March 2000 - November 2005
Prudential Securities February 1984 - November 1991
Baumgarten & Co., LLP December 1979 - February 1984
Skills
Law Firm Marketing, Database Administration, Email Marketing, Database Management, Meeting Planning, Salesforce.com, Social Media Marketing, Microsoft Office, Event Planning, Event Management, Marketing, Database Admin
Education
John Marshall High School 1978 — 1979
Baldwin Wallace University
Business
McDonald Hopkins LLC July 2007 - Present
RSM McGladrey November 2005 - July 2007
Hausser + Taylor November 1991 - July 2007
American Express TBS March 2000 - November 2005
Prudential Securities February 1984 - November 1991
Baumgarten & Co., LLP December 1979 - February 1984
Skills
Law Firm Marketing, Database Administration, Email Marketing, Database Management, Meeting Planning, Salesforce.com, Social Media Marketing, Microsoft Office, Event Planning, Event Management, Marketing, Database Admin
Education
John Marshall High School 1978 — 1979
Baldwin Wallace University
Business
David Westman's RSM McGladrey Experience 1996 - 2004
Job Chief Executive Officer
Industry Executive Office
Experience
Westman & Associates Consulting April 2011 - Present
Congress of Neurological Surgeons July 2012 - May 2014
American Association of Diabetes Educators February 2012 - July 2012
Emergency Nurses Association August 2004 - March 2011
McGladrey & Pullen 1996 - 2004
RSM McGladrey 1996 - 2004
KPMG Peat Marwick May 1989 - December 1996
Clarcor November 1980 - May 1989
Skills
Instituting governance..., Facilitating strategic..., Negotiating and..., Marketing/selling..., Benchmarking and..., Building high..., Developing and..., Designing performance..., Implementing..., Designing enterprise..., Strategic Planning, Facilitators, Program Management, Governance, Designing, Deferred Compensation, Negotiation, Performance Management, Process Improvement, Best Practices, Benchmarking, Change Management, Nonprofits, Management Consulting, Team Building, Healthcare, Risk Management, Mergers & Acquisitions, Human Resources, Strategy, Business Strategy, Training, Management, Leadership, Organizational..., Employee Relations, Budgets, Accounting, Public Speaking, Coaching, Marketing, Project Management, Program Development, Analysis, Project Planning, Leadership Development, New Business Development, Association Management, Market Research, Consulting
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance, Marketing
Augustana College 1976 — 1980
B.A., Political Science, History, Education
Rockford East 1973 — 1976
Westman & Associates Consulting April 2011 - Present
Congress of Neurological Surgeons July 2012 - May 2014
American Association of Diabetes Educators February 2012 - July 2012
Emergency Nurses Association August 2004 - March 2011
McGladrey & Pullen 1996 - 2004
RSM McGladrey 1996 - 2004
KPMG Peat Marwick May 1989 - December 1996
Clarcor November 1980 - May 1989
Skills
Instituting governance..., Facilitating strategic..., Negotiating and..., Marketing/selling..., Benchmarking and..., Building high..., Developing and..., Designing performance..., Implementing..., Designing enterprise..., Strategic Planning, Facilitators, Program Management, Governance, Designing, Deferred Compensation, Negotiation, Performance Management, Process Improvement, Best Practices, Benchmarking, Change Management, Nonprofits, Management Consulting, Team Building, Healthcare, Risk Management, Mergers & Acquisitions, Human Resources, Strategy, Business Strategy, Training, Management, Leadership, Organizational..., Employee Relations, Budgets, Accounting, Public Speaking, Coaching, Marketing, Project Management, Program Development, Analysis, Project Planning, Leadership Development, New Business Development, Association Management, Market Research, Consulting
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance, Marketing
Augustana College 1976 — 1980
B.A., Political Science, History, Education
Rockford East 1973 — 1976
Julie Bradbury Julie Bradbury's RSM McGladrey Experience 1984 - 1987
Job Accounting and Finance Executive
Industry Accounting
Experience
Robert Half Management Resources 2014 - Present
Summit Development Group, LLC 2008 - Present
McGladrey & Pullen 1984 - 2007
RSM McGladrey 1984 - 1987
Schulman, Klock & Company 1983 - 1986
Skills
Budgets, Accounting, Due Diligence, CPA, Tax, Management, Finance, Income Tax, Financial Reporting, General Ledger, Internal Controls, Management Consulting, GAAP, Mergers & Acquisitions, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, SEC filings, Tax Accounting, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 1980 — 1984
BS, Accounting
Boulder High School 1975 — 1978
HS
Robert Half Management Resources 2014 - Present
Summit Development Group, LLC 2008 - Present
McGladrey & Pullen 1984 - 2007
RSM McGladrey 1984 - 1987
Schulman, Klock & Company 1983 - 1986
Skills
Budgets, Accounting, Due Diligence, CPA, Tax, Management, Finance, Income Tax, Financial Reporting, General Ledger, Internal Controls, Management Consulting, GAAP, Mergers & Acquisitions, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, SEC filings, Tax Accounting, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 1980 — 1984
BS, Accounting
Boulder High School 1975 — 1978
HS
Kara Courtney, CPA, MSA's RSM McGladrey Experience September 2005 - June 2010
Job Supervising Accountant at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance November 2012 - February 2015
Wolf & Company, P.C. November 2010 - December 2012
RSM McGladrey September 2005 - June 2010
McGladrey & Pullen 2005 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MSA, Accounting
Babson College 2001 — 2005
BS, Accounting
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance November 2012 - February 2015
Wolf & Company, P.C. November 2010 - December 2012
RSM McGladrey September 2005 - June 2010
McGladrey & Pullen 2005 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MSA, Accounting
Babson College 2001 — 2005
BS, Accounting
Wally Nehls's RSM McGladrey Experience 2001 - 2002
Job CIO at Andre Corporation
Industry Internet
Experience
Andre Corporation March 2013 - Present
L.O.F., Inc August 2011 - December 2012
Bethel College December 2005 - August 2011
Blacksmith Distributing January 2003 - May 2005
Nehls Consulting January 2002 - January 2003
RSM McGladrey 2001 - 2002
Corporate Services 1999 - 2001
Eyetel Technologies Inc. 1998 - 1999
Fiserv Lending Solutions 1990 - 1998
Skills
Windows, Nessus, Leadership, RAD, Web Applications, Access, System Administration, Salesforce.com, VoIP, Call Center, Network Design, Information Technology, Business Intelligence, Project Management, Data Warehousing, Staff Development, Business Process..., Business Development, IT Strategy, Integration, Management, Process Improvement, Networking, Security, Cloud Computing, Disaster Recovery, IT Management, Firewalls, Virtualization, Network Security, Software Development, Strategic Planning, Consulting, Public Speaking, Team Building
Education
Bethel College 1982 — 1984
Computer Science
Culver Community High School 1979 — 1982
Andre Corporation March 2013 - Present
L.O.F., Inc August 2011 - December 2012
Bethel College December 2005 - August 2011
Blacksmith Distributing January 2003 - May 2005
Nehls Consulting January 2002 - January 2003
RSM McGladrey 2001 - 2002
Corporate Services 1999 - 2001
Eyetel Technologies Inc. 1998 - 1999
Fiserv Lending Solutions 1990 - 1998
Skills
Windows, Nessus, Leadership, RAD, Web Applications, Access, System Administration, Salesforce.com, VoIP, Call Center, Network Design, Information Technology, Business Intelligence, Project Management, Data Warehousing, Staff Development, Business Process..., Business Development, IT Strategy, Integration, Management, Process Improvement, Networking, Security, Cloud Computing, Disaster Recovery, IT Management, Firewalls, Virtualization, Network Security, Software Development, Strategic Planning, Consulting, Public Speaking, Team Building
Education
Bethel College 1982 — 1984
Computer Science
Culver Community High School 1979 — 1982
Sue Schultz, CPA Sue Schultz, CPA's RSM McGladrey Experience January 2003 - March 2006
Job Acountant
Industry Accounting
Experience
Priority Staffing, USA April 2008 - December 2014
Valley of the Sun United Way August 2006 - March 2008
RSM McGladrey January 2003 - March 2006
American Express Tax and Business Services formerly Schwartz, Cohen and Co. January 1990 - December 2002
Skills
Accounting, Financial Reporting, Quickbooks, Microsoft Office, Budgeting, QuickBooks, Budgets, GAAP, Finance, Leadership, Account Reconciliation, Financial Accounting, Accounts Receivable, General Ledger, Payroll, Accounts Payable, Financial Statements, CPA, Internal Controls, Tax Preparation, Sales Tax, Auditing, Sarbanes-Oxley Act, Internal Audit, Tax, Financial Analysis, Bookkeeping, Managerial Finance, Small Business, Variance Analysis, Cash Flow, Fixed Assets, Cost Accounting, Income Tax, US GAAP, SEC filings, Accruals, Bank Reconciliation, Mergers & Acquisitions, Revenue Recognition, Cash Management
Education
Arizona State University 1984 — 1986
BS
Illinois State University 1968 — 1972
BA
Priority Staffing, USA April 2008 - December 2014
Valley of the Sun United Way August 2006 - March 2008
RSM McGladrey January 2003 - March 2006
American Express Tax and Business Services formerly Schwartz, Cohen and Co. January 1990 - December 2002
Skills
Accounting, Financial Reporting, Quickbooks, Microsoft Office, Budgeting, QuickBooks, Budgets, GAAP, Finance, Leadership, Account Reconciliation, Financial Accounting, Accounts Receivable, General Ledger, Payroll, Accounts Payable, Financial Statements, CPA, Internal Controls, Tax Preparation, Sales Tax, Auditing, Sarbanes-Oxley Act, Internal Audit, Tax, Financial Analysis, Bookkeeping, Managerial Finance, Small Business, Variance Analysis, Cash Flow, Fixed Assets, Cost Accounting, Income Tax, US GAAP, SEC filings, Accruals, Bank Reconciliation, Mergers & Acquisitions, Revenue Recognition, Cash Management
Education
Arizona State University 1984 — 1986
BS
Illinois State University 1968 — 1972
BA
Kim Grabiner Kim Grabiner's RSM McGladrey Experience June 2006 - Present
Job Leadership Assessment and Development Consultant for McGladrey
Industry Management Consulting
Experience
The Chicago School of Professional Psychology' Industrial Organizational Psychology Graduate Program August 2006 - Present
RSM McGladrey June 2006 - Present
Monar Consulting January 2004 - January 2005
Education
The Chicago School of Professional Psychology 2004 — 2006
M.A., Industrial Organizational Psychology
Arizona State University 1997 — 2001
B.A., Psychology
Glenbrook North High School
The Chicago School of Professional Psychology' Industrial Organizational Psychology Graduate Program August 2006 - Present
RSM McGladrey June 2006 - Present
Monar Consulting January 2004 - January 2005
Education
The Chicago School of Professional Psychology 2004 — 2006
M.A., Industrial Organizational Psychology
Arizona State University 1997 — 2001
B.A., Psychology
Glenbrook North High School
Jermaine M. Stanley, CISA's RSM McGladrey Experience March 2006 - January 2009
Job Manager at Dixon Hughes Goodman
Industry Management Consulting
Experience
Dixon Hughes Goodman LLP May 2015 - Present
McGladrey November 2011 - May 2015
Williams, Adley & Company, LLP January 2011 - November 2011
JMS Consulting, Inc, February 2009 - January 2011
LPL Financial December 2009 - July 2010
RSM McGladrey March 2006 - January 2009
DTE Energy November 2001 - March 2006
Skills
IT Audit, Corporate Governance, SOX 404, CMMI, Sarbanes-Oxley Act, CISA, Internal Audit, Auditing, Enterprise Risk..., Risk Assessment, Business Process..., Internal Controls, Sarbanes-Oxley, Risk Management, Information Security, Governance, Information Security..., Process Improvement, Information Technology, COBIT, SSAE16, IT Compliance Audits -..., Analysis, Business Process, SSAE 16, Process Engineering, Business Continuity, Executive Management, SAS70, Security, Six Sigma, Financial Risk, Management, Consulting
Education
Alabama Agricultural and Mechanical University
BS
Central Michigan University
MS
Dixon Hughes Goodman LLP May 2015 - Present
McGladrey November 2011 - May 2015
Williams, Adley & Company, LLP January 2011 - November 2011
JMS Consulting, Inc, February 2009 - January 2011
LPL Financial December 2009 - July 2010
RSM McGladrey March 2006 - January 2009
DTE Energy November 2001 - March 2006
Skills
IT Audit, Corporate Governance, SOX 404, CMMI, Sarbanes-Oxley Act, CISA, Internal Audit, Auditing, Enterprise Risk..., Risk Assessment, Business Process..., Internal Controls, Sarbanes-Oxley, Risk Management, Information Security, Governance, Information Security..., Process Improvement, Information Technology, COBIT, SSAE16, IT Compliance Audits -..., Analysis, Business Process, SSAE 16, Process Engineering, Business Continuity, Executive Management, SAS70, Security, Six Sigma, Financial Risk, Management, Consulting
Education
Alabama Agricultural and Mechanical University
BS
Central Michigan University
MS
Scott Stavin Scott Stavin's RSM McGladrey Experience October 2002 - January 2008
Job Tax Principal at Friedman LLP
Industry Accounting
Experience
Friedman LLP January 2008 - Present
RSM McGladrey October 2002 - January 2008
WeiserMazars LLP November 1994 - January 2002
Skills
Tax compliance and tax..., Income Tax, Corporate Tax, CPA, Tax, Tax Preparation, Tax Research, Tax Returns, Auditing, Financial Reporting, Accounting
Education
Fairleigh Dickinson University 2003 — 2007
Master of Science (MS), Taxation
Binghamton University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Friedman LLP January 2008 - Present
RSM McGladrey October 2002 - January 2008
WeiserMazars LLP November 1994 - January 2002
Skills
Tax compliance and tax..., Income Tax, Corporate Tax, CPA, Tax, Tax Preparation, Tax Research, Tax Returns, Auditing, Financial Reporting, Accounting
Education
Fairleigh Dickinson University 2003 — 2007
Master of Science (MS), Taxation
Binghamton University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Christine Singh Christine Singh's RSM McGladrey Experience March 2006 - July 2007
Job Accounting Manager at Icahn Charter Schools
Industry Accounting
Experience
Icahn Charter Schools February 2011 - Present
Grant Thornton, LLP September 2007 - January 2011
RSM McGladrey March 2006 - July 2007
Merrill Lynch & Co December 2004 - March 2006
Skills
Sarbanes-Oxley Act, Auditing, GAAP, Internal Controls, Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Budgets, Budget Monitoring, Budget Reconciliation, Money Management, Journal Entries, Tax
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting
Icahn Charter Schools February 2011 - Present
Grant Thornton, LLP September 2007 - January 2011
RSM McGladrey March 2006 - July 2007
Merrill Lynch & Co December 2004 - March 2006
Skills
Sarbanes-Oxley Act, Auditing, GAAP, Internal Controls, Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Budgets, Budget Monitoring, Budget Reconciliation, Money Management, Journal Entries, Tax
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting
Rich Hymes Rich Hymes's RSM McGladrey Experience 2005 - 2007
Job Chief Investment Officer at BeneXchange Corp
Industry Financial Services
Experience
Benexchange April 2013 - Present
Counselworks LLC January 2013 - June 2014
John Hancock Retirement Services February 2008 - January 2012
Institutional Qualified Retirement Plan Consulting Group November 2006 - February 2008
RSM McGladrey 2005 - 2007
Transamerica January 2004 - January 2006
Oppenheimer Funds 1993 - 2004
Dreyfus Service Corp 1989 - 1991
Skills
401k, ERISA, Start-ups, Series 63, Pension Funds, Profit Sharing, Defined Benefit, Retirement, Retirement Planning, Pensions, Series 7, Mutual Funds, Retirement Plan..., Asset Allocation, Consulting, Investment Advisory, Securities, Life Insurance, Investments, Disability Insurance, Financial Services, Insurance, Wealth Management, Finance, Financial Advisory, Financial Planning, Alternative Investments
Education
Alfred University 1984 — 1988
B.S., Business Administration
Peddie School 1983 — 1984
Benexchange April 2013 - Present
Counselworks LLC January 2013 - June 2014
John Hancock Retirement Services February 2008 - January 2012
Institutional Qualified Retirement Plan Consulting Group November 2006 - February 2008
RSM McGladrey 2005 - 2007
Transamerica January 2004 - January 2006
Oppenheimer Funds 1993 - 2004
Dreyfus Service Corp 1989 - 1991
Skills
401k, ERISA, Start-ups, Series 63, Pension Funds, Profit Sharing, Defined Benefit, Retirement, Retirement Planning, Pensions, Series 7, Mutual Funds, Retirement Plan..., Asset Allocation, Consulting, Investment Advisory, Securities, Life Insurance, Investments, Disability Insurance, Financial Services, Insurance, Wealth Management, Finance, Financial Advisory, Financial Planning, Alternative Investments
Education
Alfred University 1984 — 1988
B.S., Business Administration
Peddie School 1983 — 1984
Michael Bewley Michael Bewley's RSM McGladrey Experience February 1989 - March 1998
Job Consultant at McGladrey
Industry Information Technology and Services
Experience
McGladrey March 2014 - Present
United States Navy - Retired December 1990 - June 2014
McGladrey September 2011 - March 2014
Bandag (Bridgestone) January 2007 - August 2011
Bandag March 1998 - December 2006
RSM McGladrey February 1989 - March 1998
Davenport Jaycees 1985 - 1988
Skills
Process Improvement, Forecasting, ERP, Strategic Planning, Team Building, Budgets, Business Analysis, Vendor Management, Program Management, PeopleSoft, Cross-functional Team..., Project Management, Project Planning, Business Process, Business Process..., Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Business Administration
Augustana College 1982 — 1986
BA, Accounting and Business Administration
Davenport Central High School 1979 — 1982
McGladrey March 2014 - Present
United States Navy - Retired December 1990 - June 2014
McGladrey September 2011 - March 2014
Bandag (Bridgestone) January 2007 - August 2011
Bandag March 1998 - December 2006
RSM McGladrey February 1989 - March 1998
Davenport Jaycees 1985 - 1988
Skills
Process Improvement, Forecasting, ERP, Strategic Planning, Team Building, Budgets, Business Analysis, Vendor Management, Program Management, PeopleSoft, Cross-functional Team..., Project Management, Project Planning, Business Process, Business Process..., Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Business Administration
Augustana College 1982 — 1986
BA, Accounting and Business Administration
Davenport Central High School 1979 — 1982
David Witherspoon, MBA, CVA, CEPA David Witherspoon, MBA, CVA, CEPA's RSM McGladrey Experience October 2006 - October 2010
Job Director of Business Valuations & Litigation Support KatzAbosch | Strategic Valuation Consultant
Industry Accounting
Experience
KatzAbosch Valuation Services, LLC June 2012 - Present
NACVA September 2012 - Present
American Society of Appraisers - Maryland Chapter June 2009 - Present
Lyric Foundation January 2012 - Present
The Center Club June 2010 - June 2013
Heroes Helping Heroes January 2007 - Present
WJW Valuation Group, LLC October 2010 - September 2012
The Center Club December 2008 - July 2011
RSM McGladrey October 2006 - October 2010
Baltimore Symphony Orchestra October 2008 - June 2010
Skills
Tax, Litigation, Business Valuation, Valuation, Accounting, Estate Planning, Litigation Support, Financial Reporting, Small Business, Financial Advisory, Management, Finance, Forensic Accounting, Due Diligence, Mergers & Acquisitions, Financial Analysis, Insurance, Appraisals
Education
American University - Kogod School of Business 2000 — 2001
MBA, Corporate Finance, Corporate Strategy
Virginia Military Institute 1993 — 1997
BS, Mathematics
KatzAbosch Valuation Services, LLC June 2012 - Present
NACVA September 2012 - Present
American Society of Appraisers - Maryland Chapter June 2009 - Present
Lyric Foundation January 2012 - Present
The Center Club June 2010 - June 2013
Heroes Helping Heroes January 2007 - Present
WJW Valuation Group, LLC October 2010 - September 2012
The Center Club December 2008 - July 2011
RSM McGladrey October 2006 - October 2010
Baltimore Symphony Orchestra October 2008 - June 2010
Skills
Tax, Litigation, Business Valuation, Valuation, Accounting, Estate Planning, Litigation Support, Financial Reporting, Small Business, Financial Advisory, Management, Finance, Forensic Accounting, Due Diligence, Mergers & Acquisitions, Financial Analysis, Insurance, Appraisals
Education
American University - Kogod School of Business 2000 — 2001
MBA, Corporate Finance, Corporate Strategy
Virginia Military Institute 1993 — 1997
BS, Mathematics
Kimberly Grabiner Kimberly Grabiner's RSM McGladrey Experience July 2006 - October 2010
Job Manager of Learning and Development at Advocate Health Care
Industry Management Consulting
Experience
Advocate Health Care July 2014 - Present
Advocate Health Care June 2011 - Present
Grabiner Consulting August 2010 - Present
The Chicago School of Professional Psychology August 2005 - August 2011
RSM McGladrey July 2006 - October 2010
The Chicago School of Professional Psychology January 2006 - August 2006
Monar Consulting April 2005 - January 2006
COPE Behavioral Services, Inc. September 2001 - May 2004
Wise Guys Productions September 1997 - August 2001
Skills
Leadership Development, Executive Coaching, Succession Planning, Instructional Design, Organizational Needs..., Not for Profit, Financial Institutions, Organizational..., Organizational..., Job Analysis, Talent Management, Organizational Behavior, 360 Feedback, Human Resources, Employee Engagement, Training, Resume Writing, New Hire Orientations, Leadership, Interviews, MBTI, Coaching, Onboarding, Culture Change
Education
The Chicago School of Professional Psychology 2004 — 2006
M. A., I/O, Organizational Pscyhology
Arizona State University 1997 — 2001
BA, Psychology
Glenbrook North High School 1994 — 1997
Advocate Health Care July 2014 - Present
Advocate Health Care June 2011 - Present
Grabiner Consulting August 2010 - Present
The Chicago School of Professional Psychology August 2005 - August 2011
RSM McGladrey July 2006 - October 2010
The Chicago School of Professional Psychology January 2006 - August 2006
Monar Consulting April 2005 - January 2006
COPE Behavioral Services, Inc. September 2001 - May 2004
Wise Guys Productions September 1997 - August 2001
Skills
Leadership Development, Executive Coaching, Succession Planning, Instructional Design, Organizational Needs..., Not for Profit, Financial Institutions, Organizational..., Organizational..., Job Analysis, Talent Management, Organizational Behavior, 360 Feedback, Human Resources, Employee Engagement, Training, Resume Writing, New Hire Orientations, Leadership, Interviews, MBTI, Coaching, Onboarding, Culture Change
Education
The Chicago School of Professional Psychology 2004 — 2006
M. A., I/O, Organizational Pscyhology
Arizona State University 1997 — 2001
BA, Psychology
Glenbrook North High School 1994 — 1997
James Sullivan CPA MST's RSM McGladrey Experience 2008 - 2009
Job Certified Public Accountant
Industry Accounting
Experience
Britt & Company CPA LLC 2009 - Present
RSM McGladrey 2008 - 2009
Skills
Tax, Income Tax, Tax Preparation, CPA, Accounting, Corporate Tax, Tax Returns, Financial Statements, Tax Research, Partnership Taxation, State Tax, US GAAP, US Tax, GAAP
Education
Bentley University 2008 — 2008
Masters of Science in Taxation, Taxation
University of Massachusetts Lowell 2004 — 2007
Bachelor in Business Administration, Concentration in Accounting
Westford Academy
Britt & Company CPA LLC 2009 - Present
RSM McGladrey 2008 - 2009
Skills
Tax, Income Tax, Tax Preparation, CPA, Accounting, Corporate Tax, Tax Returns, Financial Statements, Tax Research, Partnership Taxation, State Tax, US GAAP, US Tax, GAAP
Education
Bentley University 2008 — 2008
Masters of Science in Taxation, Taxation
University of Massachusetts Lowell 2004 — 2007
Bachelor in Business Administration, Concentration in Accounting
Westford Academy
Kevin Stutting Kevin Stutting's RSM McGladrey Experience 1996 - 1998
Job Owner, Shared IT, Inc
Industry Computer Networking
Experience
Shared MED IT LLC October 2003 - Present
Shared IT, Inc February 2000 - Present
Cardiovascular Medicine, P.C. January 1998 - January 2000
RSM McGladrey 1996 - 1998
R.A. Snyder Consultants 1994 - 1996
Skills
Healthcare IT, Electronic Health Record, Practice Managment, Healthcare Management, Healthcare Information..., EHR, Computer Network..., Information Technology, Strategic Planning, Program Management, Crystal Reports, Servers, Consulting, Active Directory, Network Security, VMware, Disaster Recovery, Integration, Citrix, Network Administration, IT Management, Windows Server, EMR, Healthcare, Managed Services, Microsoft Exchange, Troubleshooting, Leadership, Microsoft Certified..., IIS, Practice Management, Networking, Software Implementation, DNS, DHCP, Healthcare Consulting, Windows XP
Education
Babson College 2014 — 2014
10,000 Small Businesses Program, Entrepreneurship/Entrepreneurial Studies
University of Northern Iowa 1992 — 1994
B.A., Management Information Systems
Wartburg College 1990 — 1992
Management Information Systems and Services
Shared MED IT LLC October 2003 - Present
Shared IT, Inc February 2000 - Present
Cardiovascular Medicine, P.C. January 1998 - January 2000
RSM McGladrey 1996 - 1998
R.A. Snyder Consultants 1994 - 1996
Skills
Healthcare IT, Electronic Health Record, Practice Managment, Healthcare Management, Healthcare Information..., EHR, Computer Network..., Information Technology, Strategic Planning, Program Management, Crystal Reports, Servers, Consulting, Active Directory, Network Security, VMware, Disaster Recovery, Integration, Citrix, Network Administration, IT Management, Windows Server, EMR, Healthcare, Managed Services, Microsoft Exchange, Troubleshooting, Leadership, Microsoft Certified..., IIS, Practice Management, Networking, Software Implementation, DNS, DHCP, Healthcare Consulting, Windows XP
Education
Babson College 2014 — 2014
10,000 Small Businesses Program, Entrepreneurship/Entrepreneurial Studies
University of Northern Iowa 1992 — 1994
B.A., Management Information Systems
Wartburg College 1990 — 1992
Management Information Systems and Services
Bradford Carlson's RSM McGladrey Experience October 1998 - October 2011
Job Partner at Gray, Gray & Gray
Industry Accounting
Experience
Gray, Gray & Gray January 2015 - Present
Gray, Gray & Gray October 2011 - January 2015
RSM McGladrey October 1998 - October 2011
Skills
Tax, Tax Accounting, Real Estate, Construction, Income Tax, Mergers, Corporate Tax, Tax Compliance, State Taxation, Tax Research, Mergers & Acquisitions, Finance, Financial Planners, Partnership Taxation, GAAP, Internal Controls, Accounting, Tax Law, Auditing, Financial Planning, Financial Reporting, US Tax, Tax Advisory, CPA
Education
Belmont HIgh School
Bentley University
Gray, Gray & Gray January 2015 - Present
Gray, Gray & Gray October 2011 - January 2015
RSM McGladrey October 1998 - October 2011
Skills
Tax, Tax Accounting, Real Estate, Construction, Income Tax, Mergers, Corporate Tax, Tax Compliance, State Taxation, Tax Research, Mergers & Acquisitions, Finance, Financial Planners, Partnership Taxation, GAAP, Internal Controls, Accounting, Tax Law, Auditing, Financial Planning, Financial Reporting, US Tax, Tax Advisory, CPA
Education
Belmont HIgh School
Bentley University
Matt Walker, CPA, CGMA Matt Walker, CPA, CGMA's RSM McGladrey Experience June 2009 - July 2009
Job Senior Client Associate at Miller Russell Associates
Industry Accounting
Experience
Miller Russell Associates January 2013 - Present
Genspring Family Offices June 2010 - January 2013
Advisors Health Insurance August 2007 - July 2011
RSM McGladrey June 2009 - July 2009
Arizona State University 2008 - 2009
Skills
Investments, Insurance, Banking, Wealth Management, Finance, Accounting, Financial Analysis, Tax, Tax Preparation, Financial Reporting, Financial Modeling, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters, Taxation
Arizona State University, W. P. Carey School of Business 2006 — 2010
BS, Accountancy
Miller Russell Associates January 2013 - Present
Genspring Family Offices June 2010 - January 2013
Advisors Health Insurance August 2007 - July 2011
RSM McGladrey June 2009 - July 2009
Arizona State University 2008 - 2009
Skills
Investments, Insurance, Banking, Wealth Management, Finance, Accounting, Financial Analysis, Tax, Tax Preparation, Financial Reporting, Financial Modeling, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters, Taxation
Arizona State University, W. P. Carey School of Business 2006 — 2010
BS, Accountancy
Chris Lutes Chris Lutes's RSM McGladrey Experience June 1994 - January 2012
Job Shareholder at BeachFleischman PC
Industry Accounting
Experience
BeachFleischman PC February 2012 - Present
McGladrey & Pullen LLP June 1994 - January 2012
RSM McGladrey June 1994 - January 2012
Pannell Kerr Forster February 1992 - June 1994
Skills
CPA, Accounting, SEC filings, Auditing, Financial Reporting, GAAP, Internal Controls, Healthcare, Risk Assessment, Non-profits, Financial Accounting
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS), Accounting
Marcos de Niza High School
BeachFleischman PC February 2012 - Present
McGladrey & Pullen LLP June 1994 - January 2012
RSM McGladrey June 1994 - January 2012
Pannell Kerr Forster February 1992 - June 1994
Skills
CPA, Accounting, SEC filings, Auditing, Financial Reporting, GAAP, Internal Controls, Healthcare, Risk Assessment, Non-profits, Financial Accounting
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS), Accounting
Marcos de Niza High School
Bob Mellema Bob Mellema's RSM McGladrey Experience April 1999 - June 2011
Job VP Finance, Controller | Financial Business Leader Collaborating to Achieve Strategic Objectives
Industry Accounting
Experience
RSM McGladrey April 1999 - June 2011
Waste Management, Inc. 1995 - 1999
WMX Technologies 1991 - 1995
Photolab 1988 - 1991
Skills
Financial Management, Process Improvement, Personnel Leadership, Strategic Financial..., Financial Reporting &..., Acquisition/merger..., Collaborative Leadership, FINRA, M&A Modeling/analysis, Managerial Finance, Financial Analysis, Management Consulting, Strategy, Sarbanes-Oxley Act, Leadership, GAAP, Mergers, Internal Controls, Finance, Mergers & Acquisitions, Management, Financial Modeling, CPA, Accounting, Acquisition Integration, Strategic Planning, Forecasting, Corporate Finance, Analysis, Financial Reporting, P&L Management
Education
University of Minnesota - Carlson School of Management
Executive Development Program
University of the State of New York
B.S., Accounting
Bethel University
Minnehaha Academy
RSM McGladrey April 1999 - June 2011
Waste Management, Inc. 1995 - 1999
WMX Technologies 1991 - 1995
Photolab 1988 - 1991
Skills
Financial Management, Process Improvement, Personnel Leadership, Strategic Financial..., Financial Reporting &..., Acquisition/merger..., Collaborative Leadership, FINRA, M&A Modeling/analysis, Managerial Finance, Financial Analysis, Management Consulting, Strategy, Sarbanes-Oxley Act, Leadership, GAAP, Mergers, Internal Controls, Finance, Mergers & Acquisitions, Management, Financial Modeling, CPA, Accounting, Acquisition Integration, Strategic Planning, Forecasting, Corporate Finance, Analysis, Financial Reporting, P&L Management
Education
University of Minnesota - Carlson School of Management
Executive Development Program
University of the State of New York
B.S., Accounting
Bethel University
Minnehaha Academy
Stan Babicz Stan Babicz's RSM McGladrey Experience 2000 - 2006
Job Tax Partner at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP April 2011 - January 2012
Grant Thornton July 2006 - April 2011
McGladrey & Pullen 2000 - 2006
RSM McGladrey 2000 - 2006
McGladrey & Pullen 1997 - 2000
Deloitte & Touche 1993 - 1997
Skills
Income Tax, Tax, Corporate Tax, Tax Research, Tax Advisory, Strategy, CPA, Accounting, Tax Preparation, Management, Leadership, GAAP, International Tax, Tax Accounting, Partnership Taxation, Tax Law
Education
DePaul University 1986 — 1989
MST, Taxation
Augustana College 1978 — 1982
B.A., Accounting, Business Administration
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP April 2011 - January 2012
Grant Thornton July 2006 - April 2011
McGladrey & Pullen 2000 - 2006
RSM McGladrey 2000 - 2006
McGladrey & Pullen 1997 - 2000
Deloitte & Touche 1993 - 1997
Skills
Income Tax, Tax, Corporate Tax, Tax Research, Tax Advisory, Strategy, CPA, Accounting, Tax Preparation, Management, Leadership, GAAP, International Tax, Tax Accounting, Partnership Taxation, Tax Law
Education
DePaul University 1986 — 1989
MST, Taxation
Augustana College 1978 — 1982
B.A., Accounting, Business Administration
William Brink, CPA CFP's RSM McGladrey Experience September 2007 - July 2010
Job Assistant Professor of Accounting at Miami University
Industry Accounting
Experience
Miami University December 2013 - Present
University of South Carolina August 2010 - Present
The Moore School of Business 2010 - Present
RSM McGladrey September 2007 - July 2010
McGladrey 2007 - 2010
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
PhD, Accounting Tax
University of South Carolina-Columbia 2010 — 2014
PhD, Accounting
University of North Carolina at Wilmington 2006 — 2007
MSA, Accountancy
Appalachian State University 2002 — 2005
BS, Criminal Justice
Miami University December 2013 - Present
University of South Carolina August 2010 - Present
The Moore School of Business 2010 - Present
RSM McGladrey September 2007 - July 2010
McGladrey 2007 - 2010
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
PhD, Accounting Tax
University of South Carolina-Columbia 2010 — 2014
PhD, Accounting
University of North Carolina at Wilmington 2006 — 2007
MSA, Accountancy
Appalachian State University 2002 — 2005
BS, Criminal Justice
José Luis Carrera Jr. José Luis Carrera Jr.'s RSM McGladrey Experience May 2005 - November 2007
Job Director at Sunera LLC
Industry Management Consulting
Experience
Sunera LLC April 2012 - Present
East Valley Hispanic Chamber of Commerce April 2012 - September 2013
Cricket Communications July 2011 - April 2012
Ernst & Young November 2010 - April 2011
Agility Defense & Government Servces July 2008 - October 2010
RSM McGladrey May 2005 - November 2007
Singer Lewak Greenbaum & Goldstein, LLP May 2002 - April 2005
PricewaterhouseCoopers January 1997 - April 2002
Saudi Aramco September 1991 - December 1996
Education
Arizona State University
MBA, International Business & Decision Support Systems
Arizona State University
Bachelor, Accounting & CIS
Sunera LLC April 2012 - Present
East Valley Hispanic Chamber of Commerce April 2012 - September 2013
Cricket Communications July 2011 - April 2012
Ernst & Young November 2010 - April 2011
Agility Defense & Government Servces July 2008 - October 2010
RSM McGladrey May 2005 - November 2007
Singer Lewak Greenbaum & Goldstein, LLP May 2002 - April 2005
PricewaterhouseCoopers January 1997 - April 2002
Saudi Aramco September 1991 - December 1996
Education
Arizona State University
MBA, International Business & Decision Support Systems
Arizona State University
Bachelor, Accounting & CIS
Alan Luba Alan Luba's RSM McGladrey Experience October 1998 - October 2004
Job
Industry Management Consulting
Experience
Human Resources Consultants, LLC May 2009 - Present
National Capital Chapter, Association for Corporate Growth June 2008 - June 2012
Goodman & Company October 2004 - May 2009
RSM McGladrey October 1998 - October 2004
Human Resources Consulting 1988 - 1998
ManTech/Energystics 1983 - 1988
Skills
Employee Relations, Legal Compliance, Benefits, Affirmative Action, Technical Recruiting, Executive Search, Strategic Planning, Compensation Systems, Talent Assessment, Policy Writing, HR Consulting, Compensation, HR Strategy, Performance Management, Talent Acquisition, Talent Management, Succession Planning, Organizational Design, Human Capital Management, Benefits Administration, Acquisition Integration, HR Policies, Due Diligence, Employee Benefits, Due Diligence for M & A..., Personnel Management, Deferred Compensation, Program Management, Management, Human Resources, Training, Process Improvement, Business Development, Recruiting, Organizational..., Leadership Development, Management Consulting, Policy, Remuneration, Leadership, Interviews, Mergers & Acquisitions, Change Management, Organizational..., Employee Engagement, Consulting, Executive Pay, Executive Management, Executive Coaching, Business Process...
Education
American University 1967 — 1971
BA, Political Science
Human Resources Consultants, LLC May 2009 - Present
National Capital Chapter, Association for Corporate Growth June 2008 - June 2012
Goodman & Company October 2004 - May 2009
RSM McGladrey October 1998 - October 2004
Human Resources Consulting 1988 - 1998
ManTech/Energystics 1983 - 1988
Skills
Employee Relations, Legal Compliance, Benefits, Affirmative Action, Technical Recruiting, Executive Search, Strategic Planning, Compensation Systems, Talent Assessment, Policy Writing, HR Consulting, Compensation, HR Strategy, Performance Management, Talent Acquisition, Talent Management, Succession Planning, Organizational Design, Human Capital Management, Benefits Administration, Acquisition Integration, HR Policies, Due Diligence, Employee Benefits, Due Diligence for M & A..., Personnel Management, Deferred Compensation, Program Management, Management, Human Resources, Training, Process Improvement, Business Development, Recruiting, Organizational..., Leadership Development, Management Consulting, Policy, Remuneration, Leadership, Interviews, Mergers & Acquisitions, Change Management, Organizational..., Employee Engagement, Consulting, Executive Pay, Executive Management, Executive Coaching, Business Process...
Education
American University 1967 — 1971
BA, Political Science
Chuck Wolf's RSM McGladrey Experience 2003 - 2005
Job Internal Audit Director at Enterprise Bank, Lowell MA
Industry Banking
Experience
Enterprise Bank (Enterprise Bancorp) 2006 - Present
Sovereign Bank 2005 - 2006
RSM McGladrey 2003 - 2005
Andover Bank 1993 - 2003
Guaranty First Trust Company 1989 - 1992
Shawmut Bank 1985 - 1989
Skills
Auditing, Internal Audit, Banking, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Cash Management, IT Audit, Financial Risk, Financial Reporting, Risk Management, Accounting, Risk Assessment, Due Diligence, Finance, Strategic Financial..., Quality Auditing, Budgets, Microsoft Excel, Process Improvement, Operational Risk..., GLBA, Financial Services, Financial Audits
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Babson College 1978 — 1982
BS, Finance
Enterprise Bank (Enterprise Bancorp) 2006 - Present
Sovereign Bank 2005 - 2006
RSM McGladrey 2003 - 2005
Andover Bank 1993 - 2003
Guaranty First Trust Company 1989 - 1992
Shawmut Bank 1985 - 1989
Skills
Auditing, Internal Audit, Banking, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Cash Management, IT Audit, Financial Risk, Financial Reporting, Risk Management, Accounting, Risk Assessment, Due Diligence, Finance, Strategic Financial..., Quality Auditing, Budgets, Microsoft Excel, Process Improvement, Operational Risk..., GLBA, Financial Services, Financial Audits
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Babson College 1978 — 1982
BS, Finance
Jack (Chien-Shu) Chuang, CPA, MST, MSA Jack (Chien-Shu) Chuang, CPA, MST, MSA's RSM McGladrey Experience August 2009 - December 2010
Job Tax Manager at PwC
Industry Accounting
Experience
PwC August 2013 - Present
Marcum LLP January 2011 - July 2013
RSM McGladrey August 2009 - December 2010
Ernst & Young February 2008 - April 2009
BDO Seidman, LLP June 2007 - January 2008
Brody & Associates February 2006 - June 2007
Skills
Private Equity, Tax, Corporate Tax, International Tax, Mergers, Accounting, Tax Advisory, GAAP, CPA, Income Tax, Financial Analysis, Financial Reporting, Auditing, Mergers & Acquisitions, Partnership Taxation, Restructuring, FIN 48, SEC filings, Tax Research, SEC Filings
Education
Nova Southeastern University
Master of Taxation, Tax
Nova Southeastern University
Master of Accounting, Accounting
Lynn University
Bachelor of Business Administration concentration in Accounting, Accounting
Boston University - School of Management
Finance
Adelphi University
PwC August 2013 - Present
Marcum LLP January 2011 - July 2013
RSM McGladrey August 2009 - December 2010
Ernst & Young February 2008 - April 2009
BDO Seidman, LLP June 2007 - January 2008
Brody & Associates February 2006 - June 2007
Skills
Private Equity, Tax, Corporate Tax, International Tax, Mergers, Accounting, Tax Advisory, GAAP, CPA, Income Tax, Financial Analysis, Financial Reporting, Auditing, Mergers & Acquisitions, Partnership Taxation, Restructuring, FIN 48, SEC filings, Tax Research, SEC Filings
Education
Nova Southeastern University
Master of Taxation, Tax
Nova Southeastern University
Master of Accounting, Accounting
Lynn University
Bachelor of Business Administration concentration in Accounting, Accounting
Boston University - School of Management
Finance
Adelphi University
Anastasiya Stone Anastasiya Stone's RSM McGladrey Experience January 2007 - April 2007
Job VP, Capital Investments at Sun Communities & Sun RV Resorts
Industry Real Estate
Experience
Sun Communities & Sun RV Resorts March 2015 - Present
Sun Communities & Sun RV Resorts October 2012 - February 2015
Sun Communities & Sun RV Resorts September 2010 - October 2012
Rehmann July 2008 - August 2010
KeyBank July 2007 - March 2008
RSM McGladrey January 2007 - April 2007
Eagle Global Logistics May 2004 - August 2006
KN IBRAKOM FZCO November 2001 - May 2003
Skills
Financial Analysis, Sarbanes-Oxley, Internal Controls, Internal Audit, Accounting, Tax, Strategic Financial..., GAAP, CPA, Accounts Payable, Auditing, Investments, Financial Audits, Forecasting, Financial Reporting, General Ledger, Finance, Financial Statements, Sarbanes-Oxley Act, Variance Analysis, Due Diligence, Financial Modeling, SEC filings, Corporate Finance, Accounts Receivable, Cash Flow, Hyperion Enterprise, Cash Management, Cost Accounting, Financial Accounting, Mergers & Acquisitions, Consolidation, PeopleSoft
Education
Cleveland State University 2004 — 2006
BBA, Accounting
Lakeland Community College 2003 — 2004
Taškentskij Elektrotehniceskij Universitet Svjazi 1999 — 2003
Telecommunication Management
Sun Communities & Sun RV Resorts March 2015 - Present
Sun Communities & Sun RV Resorts October 2012 - February 2015
Sun Communities & Sun RV Resorts September 2010 - October 2012
Rehmann July 2008 - August 2010
KeyBank July 2007 - March 2008
RSM McGladrey January 2007 - April 2007
Eagle Global Logistics May 2004 - August 2006
KN IBRAKOM FZCO November 2001 - May 2003
Skills
Financial Analysis, Sarbanes-Oxley, Internal Controls, Internal Audit, Accounting, Tax, Strategic Financial..., GAAP, CPA, Accounts Payable, Auditing, Investments, Financial Audits, Forecasting, Financial Reporting, General Ledger, Finance, Financial Statements, Sarbanes-Oxley Act, Variance Analysis, Due Diligence, Financial Modeling, SEC filings, Corporate Finance, Accounts Receivable, Cash Flow, Hyperion Enterprise, Cash Management, Cost Accounting, Financial Accounting, Mergers & Acquisitions, Consolidation, PeopleSoft
Education
Cleveland State University 2004 — 2006
BBA, Accounting
Lakeland Community College 2003 — 2004
Taškentskij Elektrotehniceskij Universitet Svjazi 1999 — 2003
Telecommunication Management
Katie Cioni Katie Cioni's RSM McGladrey Experience January 2009 - April 2009
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC June 2013 - Present
PricewaterhouseCoopers May 2011 - June 2013
RSM McGladrey January 2009 - April 2009
Skills
Tax Compliance, Research, FAS109, ProSystem fx Tax
Education
Appalachian State University 2009 — 2010
MS Accounting, Taxation
Appalachian State University 2005 — 2009
BSBA - Magna Cum Laude, Accounting
PwC June 2013 - Present
PricewaterhouseCoopers May 2011 - June 2013
RSM McGladrey January 2009 - April 2009
Skills
Tax Compliance, Research, FAS109, ProSystem fx Tax
Education
Appalachian State University 2009 — 2010
MS Accounting, Taxation
Appalachian State University 2005 — 2009
BSBA - Magna Cum Laude, Accounting
Christopher Booth Christopher Booth's RSM McGladrey Experience February 2007 - January 2010
Job Principal at Christopher J Booth CPA, CIA, CFE
Industry Management Consulting
Experience
Christopher J Booth CPA, CIA, CFE January 2010 - Present
RSM McGladrey February 2007 - January 2010
Huron Consulting Group 2002 - 2006
Arthur Andersen 1997 - 2002
Digital Equipment 1984 - 1996
Skills
SOX, Internal Audit, Internal Controls, Risk Management, Auditing, Fraud Investigations, Sarbanes-Oxley Act, Accounting, Process Improvement, Managerial Finance, Management Consulting, Fraud, Enterprise Risk..., Finance, Financial Reporting, Leadership, Budgets, Financial Services, Start-ups, Financial Risk, Analysis, Business Strategy, Mergers & Acquisitions, Business Development, Outsourcing, CRM, Due Diligence, Data Analysis, Consulting, Financial Analysis, Business Process..., Negotiation, Investments, Risk Assessment, Strategic Financial..., Corporate Finance, Financial Modeling
Education
Bentley University 1977 — 1978
MS
Merrimack College 1968 — 1973
BS
Christopher J Booth CPA, CIA, CFE January 2010 - Present
RSM McGladrey February 2007 - January 2010
Huron Consulting Group 2002 - 2006
Arthur Andersen 1997 - 2002
Digital Equipment 1984 - 1996
Skills
SOX, Internal Audit, Internal Controls, Risk Management, Auditing, Fraud Investigations, Sarbanes-Oxley Act, Accounting, Process Improvement, Managerial Finance, Management Consulting, Fraud, Enterprise Risk..., Finance, Financial Reporting, Leadership, Budgets, Financial Services, Start-ups, Financial Risk, Analysis, Business Strategy, Mergers & Acquisitions, Business Development, Outsourcing, CRM, Due Diligence, Data Analysis, Consulting, Financial Analysis, Business Process..., Negotiation, Investments, Risk Assessment, Strategic Financial..., Corporate Finance, Financial Modeling
Education
Bentley University 1977 — 1978
MS
Merrimack College 1968 — 1973
BS
Robert Neidle, MBA Robert Neidle, MBA's RSM McGladrey Experience September 2008 - April 2009
Job Senior Tax Associate at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP September 2013 - Present
Deutsche Post DHL June 2010 - September 2013
Mallah Furman May 2009 - June 2010
RSM McGladrey September 2008 - April 2009
Skills
Superforms, Fixed Assets, ProSystem fx Tax, Peachtree, QuickBooks
Education
Barry University
MBA, Accounting
CohnReznick LLP September 2013 - Present
Deutsche Post DHL June 2010 - September 2013
Mallah Furman May 2009 - June 2010
RSM McGladrey September 2008 - April 2009
Skills
Superforms, Fixed Assets, ProSystem fx Tax, Peachtree, QuickBooks
Education
Barry University
MBA, Accounting
Jane Klikfeld, SPHR Jane Klikfeld, SPHR's RSM McGladrey Experience September 2005 - September 2008
Job Human Resources at PwC
Industry Human Resources
Experience
PwC October 2010 - Present
Loeb and Troper November 2009 - October 2010
Morgan Stanley September 2008 - September 2009
RSM McGladrey September 2005 - September 2008
Computer Managers, Inc. May 1998 - August 2004
Skills
Talent Management, Talent Acquisition, Employee Relations, Onboarding, Human Resources, Management, Performance Management, Employee Benefits, HR Policies, Leadership, Deferred Compensation, Recruiting, Succession Planning, HRIS, College Recruiting, Employee Engagement, Personnel Management, Talent Development, Employment Law, Career Development..., Compensation & Benefit
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Management/Organizational Development
Pace University
BA, Psychology
PwC October 2010 - Present
Loeb and Troper November 2009 - October 2010
Morgan Stanley September 2008 - September 2009
RSM McGladrey September 2005 - September 2008
Computer Managers, Inc. May 1998 - August 2004
Skills
Talent Management, Talent Acquisition, Employee Relations, Onboarding, Human Resources, Management, Performance Management, Employee Benefits, HR Policies, Leadership, Deferred Compensation, Recruiting, Succession Planning, HRIS, College Recruiting, Employee Engagement, Personnel Management, Talent Development, Employment Law, Career Development..., Compensation & Benefit
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Management/Organizational Development
Pace University
BA, Psychology
Alexander Yuspeh Alexander Yuspeh's RSM McGladrey Experience August 2007 - July 2009
Job Marketing Director at Elite Sports Clubs
Industry Health, Wellness and Fitness
Experience
Elite Sports Clubs June 2009 - Present
RSM McGladrey August 2007 - July 2009
Elite Sports Clubs 1994 - 2009
e4, LLC 2005 - 2008
West America Mortgage 2005 - 2007
COLTON COMMERCIAL 2002 - 2002
Skills
Sports, Consulting, Forecasting, Marketing, Management, Marketing Strategy, Program Management, Sales, Social Media, Team Building, Leadership, SEO
Education
Arizona State University 2006 — 2007
Master of Taxation (MTax), Accounting
Arizona State University 1999 — 2003
Bachelor of Science (B.S.) in Finance, Bachelor of Science (B.S.) in Real Estate, Finance, Real Estate Religious Studies, GPA: 3.73, Magna Cum Laude
Semester at Sea 2002 — 2002
International Business
Elite Sports Clubs June 2009 - Present
RSM McGladrey August 2007 - July 2009
Elite Sports Clubs 1994 - 2009
e4, LLC 2005 - 2008
West America Mortgage 2005 - 2007
COLTON COMMERCIAL 2002 - 2002
Skills
Sports, Consulting, Forecasting, Marketing, Management, Marketing Strategy, Program Management, Sales, Social Media, Team Building, Leadership, SEO
Education
Arizona State University 2006 — 2007
Master of Taxation (MTax), Accounting
Arizona State University 1999 — 2003
Bachelor of Science (B.S.) in Finance, Bachelor of Science (B.S.) in Real Estate, Finance, Real Estate Religious Studies, GPA: 3.73, Magna Cum Laude
Semester at Sea 2002 — 2002
International Business
Sherry Lambe Sherry Lambe's RSM McGladrey Experience 2004 - Present
Job Implementation Specilatist in Microsoft Dynamics, Microsoft Forecaster, Microsoft FRx Reporter
Industry Computer Software
Experience
RSM McGladrey 2004 - Present
American Express Tax & Business Services 2000 - 2004
New Visions in Technology 1994 - 2000
Skills
Great Plains Software, ERP, Financials, Training, Project Management, Epicor, Microsoft Dynamics, Accounting System, FRx, Consulting, Business Analysis, Microsoft CRM, Accounting
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Business Administration
RSM McGladrey 2004 - Present
American Express Tax & Business Services 2000 - 2004
New Visions in Technology 1994 - 2000
Skills
Great Plains Software, ERP, Financials, Training, Project Management, Epicor, Microsoft Dynamics, Accounting System, FRx, Consulting, Business Analysis, Microsoft CRM, Accounting
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Business Administration
Pat Noren Enderson Pat Noren Enderson's RSM McGladrey Experience August 2009 - May 2011
Job Creative Communications and Marketing
Industry Marketing and Advertising
Experience
Noren Communications September 2008 - Present
RSM McGladrey August 2009 - May 2011
University of St. Catherine September 2007 - September 2009
Deloitte March 2006 - August 2008
KDV September 2003 - October 2005
Reviva January 2001 - April 2003
ColorSpan/VirtualFund 1998 - 2001
Skills
Marketing Strategy, Public Relations, Social Media, Marketing Communications, Promotions, Advertising, Project Planning, Marketing, Training, Press Releases, B2B, Leadership, Creative Direction, Integrated Marketing, Copywriting, Social Media Marketing, Management, Strategy, Strategic Planning, Email Marketing, Project Management, Consulting, Fundraising
Education
NHCC 2014 — 2014
Emerging Leader Certificate
National Institute for Social Media 2014 — 2014
Social Media Strategist
University of Saint Thomas - School of Business
MBA
Augsburg College
BA
St. Louis Park High School
Noren Communications September 2008 - Present
RSM McGladrey August 2009 - May 2011
University of St. Catherine September 2007 - September 2009
Deloitte March 2006 - August 2008
KDV September 2003 - October 2005
Reviva January 2001 - April 2003
ColorSpan/VirtualFund 1998 - 2001
Skills
Marketing Strategy, Public Relations, Social Media, Marketing Communications, Promotions, Advertising, Project Planning, Marketing, Training, Press Releases, B2B, Leadership, Creative Direction, Integrated Marketing, Copywriting, Social Media Marketing, Management, Strategy, Strategic Planning, Email Marketing, Project Management, Consulting, Fundraising
Education
NHCC 2014 — 2014
Emerging Leader Certificate
National Institute for Social Media 2014 — 2014
Social Media Strategist
University of Saint Thomas - School of Business
MBA
Augsburg College
BA
St. Louis Park High School
Matt Kenney's RSM McGladrey Experience May 2007 - August 2007
Job Financial Reporting Senior Associate at High Street Equity Advisors, LLC
Industry Accounting
Experience
High Street Equity Advisors, LLC July 2013 - Present
McGladrey September 2008 - July 2013
McGladrey & Pullen January 2008 - April 2008
RSM McGladrey May 2007 - August 2007
Thevinen Lynch & Bienvenue LLP 2005 - 2006
Skills
GAAP, Financial Accounting, Internal Controls, SEC filings, US GAAP, Accounting, CPA, Financial Reporting, Auditing, Tax, Sarbanes-Oxley Act, General Ledger
Education
Bentley University 2004 — 2008
ebhs 2000 — 2008
High Street Equity Advisors, LLC July 2013 - Present
McGladrey September 2008 - July 2013
McGladrey & Pullen January 2008 - April 2008
RSM McGladrey May 2007 - August 2007
Thevinen Lynch & Bienvenue LLP 2005 - 2006
Skills
GAAP, Financial Accounting, Internal Controls, SEC filings, US GAAP, Accounting, CPA, Financial Reporting, Auditing, Tax, Sarbanes-Oxley Act, General Ledger
Education
Bentley University 2004 — 2008
ebhs 2000 — 2008
Kevin McElroy, CPA/ABV, ASA's RSM McGladrey Experience February 2008 - October 2010
Job Senior Associate at Pluris Valuation Advisors LLC
Industry Financial Services
Experience
Pluris Valuation Advisors LLC October 2013 - Present
FMV Opinions, Inc. January 2011 - October 2013
RSM McGladrey February 2008 - October 2010
Thomson Financial, Inc. September 2005 - April 2007
Thomson Financial, Inc. September 2001 - September 2005
BPA International March 1998 - September 2001
Skills
Valuation, Business Valuation, Accounting, Equities, Mergers & Acquisitions, Tax, Finance, Forecasting, Due Diligence, Analysis, Auditing, Financial Statements, General Ledger, Budgets, Financial Audits, Financial Modeling, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Finance
Oceanside High School
Regents Diploma
Port Jefferson
Siena College
BBA, Accounting
State University of New York College of Agriculture and Technology at Cobleskill
Associates, Accounting
Pluris Valuation Advisors LLC October 2013 - Present
FMV Opinions, Inc. January 2011 - October 2013
RSM McGladrey February 2008 - October 2010
Thomson Financial, Inc. September 2005 - April 2007
Thomson Financial, Inc. September 2001 - September 2005
BPA International March 1998 - September 2001
Skills
Valuation, Business Valuation, Accounting, Equities, Mergers & Acquisitions, Tax, Finance, Forecasting, Due Diligence, Analysis, Auditing, Financial Statements, General Ledger, Budgets, Financial Audits, Financial Modeling, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Finance
Oceanside High School
Regents Diploma
Port Jefferson
Siena College
BBA, Accounting
State University of New York College of Agriculture and Technology at Cobleskill
Associates, Accounting
Amy Dye Amy Dye's RSM McGladrey Experience January 2005 - May 2006
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
McGladrey May 2006 - October 2012
RSM McGladrey January 2005 - May 2006
ASU Foundation August 2002 - September 2004
Skills
Business Tax Planning, Accruals, ProSeries, Tax Returns, S Corporations, Journal Entries, Tax Research, Tax Preparation, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, US Tax, Tax, Accounting, ProSystem fx Tax, Financial Reporting, CPA
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
Masters, Tax
Arizona State University - W. P. Carey School of Business 2002 — 2006
Bachelors, Accountancy
McGladrey October 2012 - Present
McGladrey May 2006 - October 2012
RSM McGladrey January 2005 - May 2006
ASU Foundation August 2002 - September 2004
Skills
Business Tax Planning, Accruals, ProSeries, Tax Returns, S Corporations, Journal Entries, Tax Research, Tax Preparation, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, US Tax, Tax, Accounting, ProSystem fx Tax, Financial Reporting, CPA
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
Masters, Tax
Arizona State University - W. P. Carey School of Business 2002 — 2006
Bachelors, Accountancy
Kara Polston, CPA's RSM McGladrey Experience May 2009 - August 2009
Job Controller at RealAmerica Development, Management & Design
Industry Accounting
Experience
RealAmerica Development, Management & Design June 2015 - Present
RealAmerica Development & Management November 2014 - May 2015
Dauby O'Connor & Zaleski July 2012 - November 2014
Dauby, O 'Connor & Zaleski, LLC July 2010 - October 2012
RSM McGladrey May 2009 - August 2009
Dauby O'Connor & Zaleski December 2007 - April 2008
Skills
Partnership Taxation, Accounting, Tax, CPA, Tax Credits, Tax Returns, Construction Accounting, ProSystem fx Tax, Tax Accounting, Tax Preparation, Income Tax
Education
Ball State University - College of Business 2009 — 2010
Master's, Accounting
Ball State University - College of Business 2005 — 2009
MS, Accounting
RealAmerica Development, Management & Design June 2015 - Present
RealAmerica Development & Management November 2014 - May 2015
Dauby O'Connor & Zaleski July 2012 - November 2014
Dauby, O 'Connor & Zaleski, LLC July 2010 - October 2012
RSM McGladrey May 2009 - August 2009
Dauby O'Connor & Zaleski December 2007 - April 2008
Skills
Partnership Taxation, Accounting, Tax, CPA, Tax Credits, Tax Returns, Construction Accounting, ProSystem fx Tax, Tax Accounting, Tax Preparation, Income Tax
Education
Ball State University - College of Business 2009 — 2010
Master's, Accounting
Ball State University - College of Business 2005 — 2009
MS, Accounting
Keith Brooks Keith Brooks's RSM McGladrey Experience August 2008 - September 2011
Job Director IT Consulting at McGladrey
Industry Information Technology and Services
Experience
McGladrey September 2011 - Present
RSM McGladrey August 2008 - September 2011
Bridgepoint Education/Ashford University June 2007 - August 2008
Bridgepoint Education 2006 - 2007
RSM McGladrey 2003 - 2007
Barnstead International 2000 - 2003
Skills
Disaster Recovery, VMware, Active Directory, NetApp, VMware ESX, Cisco Technologies, Virtualization, Windows Server, Security, Citrix, IT Management, Data Center, Storage Area Networks, Microsoft Exchange, Servers, Infrastructure, VMware Infrastructure, IT Infrastructure..., Network Monitoring Tools, Managed Services, Microsoft Technologies, IT Sales, Team Leadership, People Development, Team Building, DNS, WAN, SAN, Firewalls, Business Continuity, IT Service Management, Network Administration, Network Security, Blackberry Enterprise..., DHCP
Education
Ashford University 2012 — 2014
Master of Business Administration (MBA), Information Technology
Ashford University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clinton Community College 2002 — 2004
AA, Liberal Arts
The Chubb Institute 1998 — 2000
Diploma, Network Engineering and Data Communications
The Chubb Institute 1995 — 1996
Diploma, Data Center Support
County College of Morris 1992 — 1994
Associate of Arts (A.A.), Liberal Arts
McGladrey September 2011 - Present
RSM McGladrey August 2008 - September 2011
Bridgepoint Education/Ashford University June 2007 - August 2008
Bridgepoint Education 2006 - 2007
RSM McGladrey 2003 - 2007
Barnstead International 2000 - 2003
Skills
Disaster Recovery, VMware, Active Directory, NetApp, VMware ESX, Cisco Technologies, Virtualization, Windows Server, Security, Citrix, IT Management, Data Center, Storage Area Networks, Microsoft Exchange, Servers, Infrastructure, VMware Infrastructure, IT Infrastructure..., Network Monitoring Tools, Managed Services, Microsoft Technologies, IT Sales, Team Leadership, People Development, Team Building, DNS, WAN, SAN, Firewalls, Business Continuity, IT Service Management, Network Administration, Network Security, Blackberry Enterprise..., DHCP
Education
Ashford University 2012 — 2014
Master of Business Administration (MBA), Information Technology
Ashford University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clinton Community College 2002 — 2004
AA, Liberal Arts
The Chubb Institute 1998 — 2000
Diploma, Network Engineering and Data Communications
The Chubb Institute 1995 — 1996
Diploma, Data Center Support
County College of Morris 1992 — 1994
Associate of Arts (A.A.), Liberal Arts
Jeannette Obernolte Jeannette Obernolte's RSM McGladrey Experience 2005 - 2007
Job Innovative Problem Solver | Progressive Design Leader | TrendSetting UI/UX Designer
Industry Design
Experience
Quantum December 2013 - Present
Subtraction Design September 2002 - Present
IHC Specialty Benefits December 2010 - November 2013
Thomson Reuters 2007 - September 2010
Christopher and Banks 2010 - 2010
RSM McGladrey 2005 - 2007
Sun Newspapers April 2005 - August 2005
Post Bulletin December 2002 - March 2005
Skills
User Interface Design, User Interface, Wireframes, User In, Creative Direction, Web Design, Axure, Interaction Design, Usability, User Experience Design, Layout, User Experience, Dreamweaver, Graphic Design, Photoshop, HTML 5, Web Development, Art Direction, Graphics, Illustrator, Logo Design, Flash, HTML, InDesign, Adobe Creative Suite, Advertising, CSS, Brochures, Newsletters, Email Marketing, jQuery, Information Architecture, Illustration, Branding & Identity, XML, SEO, Adobe Fireworks, ActionScript, JavaScript, QuarkXPress, Corporate Identity, Flash Animation, CMS, E-commerce, XHTML, Adobe Acrobat, Mac, Wordpress, Typography
Education
Brown College 2001 — 2002
AS, Visual Communication, 4.0+
Black Hills State University 1988 — 1994
Bachelor's Degree, Double major in Sociology and Human Services with emphasis in Gerontology
Community Education
Quantum December 2013 - Present
Subtraction Design September 2002 - Present
IHC Specialty Benefits December 2010 - November 2013
Thomson Reuters 2007 - September 2010
Christopher and Banks 2010 - 2010
RSM McGladrey 2005 - 2007
Sun Newspapers April 2005 - August 2005
Post Bulletin December 2002 - March 2005
Skills
User Interface Design, User Interface, Wireframes, User In, Creative Direction, Web Design, Axure, Interaction Design, Usability, User Experience Design, Layout, User Experience, Dreamweaver, Graphic Design, Photoshop, HTML 5, Web Development, Art Direction, Graphics, Illustrator, Logo Design, Flash, HTML, InDesign, Adobe Creative Suite, Advertising, CSS, Brochures, Newsletters, Email Marketing, jQuery, Information Architecture, Illustration, Branding & Identity, XML, SEO, Adobe Fireworks, ActionScript, JavaScript, QuarkXPress, Corporate Identity, Flash Animation, CMS, E-commerce, XHTML, Adobe Acrobat, Mac, Wordpress, Typography
Education
Brown College 2001 — 2002
AS, Visual Communication, 4.0+
Black Hills State University 1988 — 1994
Bachelor's Degree, Double major in Sociology and Human Services with emphasis in Gerontology
Community Education
Chris Melmer Chris Melmer's RSM McGladrey Experience 1999 - 2006
Job Senior Quality Engineer
Industry Medical Devices
Experience
Boston Scientific September 2013 - Present
Boston Scientific July 2006 - September 2013
RSM McGladrey 1999 - 2006
McGladrey 1999 - 2006
Skills
Troubleshooting, SQL, Project Management, Process Improvement, System Administration, BMC Remedy, Requirements Gathering, Software Documentation, Quality Assurance, Unix, Active Directory, Vendor Management, Testing, Software Project..., Requirements Analysis, Medical Devices, Technical Writing, Integration, Process Engineering, SharePoint, System Design, Automation, Disaster Recovery, Training, Product Management, Team Leadership, Cross-functional Team...
Education
Bethel University 2007 — 2011
BA Business Mgmt / Minor of Organizational Leadership
Boston Scientific September 2013 - Present
Boston Scientific July 2006 - September 2013
RSM McGladrey 1999 - 2006
McGladrey 1999 - 2006
Skills
Troubleshooting, SQL, Project Management, Process Improvement, System Administration, BMC Remedy, Requirements Gathering, Software Documentation, Quality Assurance, Unix, Active Directory, Vendor Management, Testing, Software Project..., Requirements Analysis, Medical Devices, Technical Writing, Integration, Process Engineering, SharePoint, System Design, Automation, Disaster Recovery, Training, Product Management, Team Leadership, Cross-functional Team...
Education
Bethel University 2007 — 2011
BA Business Mgmt / Minor of Organizational Leadership
Eric Ku's RSM McGladrey Experience June 2009 - July 2009
Job Logistics Analyst at APL Logistics
Industry Logistics and Supply Chain
Experience
APL Logistics November 2014 - Present
APL Logistics October 2013 - November 2014
Hanjin Shipping June 2010 - October 2013
Puma February 2009 - June 2010
RSM McGladrey June 2009 - July 2009
Jasmine Cafe October 2007 - June 2008
Chodang Tofu & BBQ August 2006 - October 2007
Target July 2006 - August 2006
Engenuity Systems December 2005 - January 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Logistics, Supply Chain, Inventory Management, Retail, Sales, Data Analysis, Account Management, Management, Analysis, Access, Time Management, Budgets, Leadership, Financial Analysis, Training, Outlook, Supply Chain Management, Operations Management, Marketing, Market Research, Team Leadership, Team Building, Purchasing, Process Improvement, Negotiation, Strategic Planning, Accounting, Shipping, Event Planning, International Logistics, SAP
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
BS, Accountancy
APL Logistics November 2014 - Present
APL Logistics October 2013 - November 2014
Hanjin Shipping June 2010 - October 2013
Puma February 2009 - June 2010
RSM McGladrey June 2009 - July 2009
Jasmine Cafe October 2007 - June 2008
Chodang Tofu & BBQ August 2006 - October 2007
Target July 2006 - August 2006
Engenuity Systems December 2005 - January 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Logistics, Supply Chain, Inventory Management, Retail, Sales, Data Analysis, Account Management, Management, Analysis, Access, Time Management, Budgets, Leadership, Financial Analysis, Training, Outlook, Supply Chain Management, Operations Management, Marketing, Market Research, Team Leadership, Team Building, Purchasing, Process Improvement, Negotiation, Strategic Planning, Accounting, Shipping, Event Planning, International Logistics, SAP
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
BS, Accountancy
Nelly A. Rinot's RSM McGladrey Experience August 2005 - June 2006
Job Vice President Corporate, Portfolio & Product Marketing
Industry Marketing and Advertising
Experience
RR Donnelley January 2014 - Present
NICE Systems January 2012 - January 2014
NICE Systems July 2011 - January 2012
Comverse June 2006 - January 2011
RSM McGladrey August 2005 - June 2006
American Express TBS February 2004 - June 2006
GigaSpaces Technologies September 2002 - February 2004
Comverse June 2000 - September 2002
Skills
Product Marketing, Competitive Analysis, Business Development, Multimedia Marketing..., Lead Generation, Go-to-market Strategy, Marketing, B2B Marketing, Product Management, Marketing Management, Social Media, Social Media Marketing, Social Media Measurement, Marketing Strategy, Marketing Communications, Market Research, Digital Marketing, Direct Marketing, Business Strategy, Business Analysis, New Business Development, Business Planning, Sales Enablement, Competitive Intelligence, Change Management, Program Management, Management Consulting, Budget Setting, People Development, Corporate Communications, Strategic Communications, Internal Communications, Strategic Planning, Strategic Thinking, Strategic Consulting, Strategic Partnerships, Digital Strategy, B2B, Enterprise Software, Multi-channel Marketing, Entrepreneurship, Sales Process, Management
Education
The University of Manchester 2001 — 2003
MBA, International Marketing
Ben Gurion University 1997 — 2000
B.A, Business Administration
RR Donnelley January 2014 - Present
NICE Systems January 2012 - January 2014
NICE Systems July 2011 - January 2012
Comverse June 2006 - January 2011
RSM McGladrey August 2005 - June 2006
American Express TBS February 2004 - June 2006
GigaSpaces Technologies September 2002 - February 2004
Comverse June 2000 - September 2002
Skills
Product Marketing, Competitive Analysis, Business Development, Multimedia Marketing..., Lead Generation, Go-to-market Strategy, Marketing, B2B Marketing, Product Management, Marketing Management, Social Media, Social Media Marketing, Social Media Measurement, Marketing Strategy, Marketing Communications, Market Research, Digital Marketing, Direct Marketing, Business Strategy, Business Analysis, New Business Development, Business Planning, Sales Enablement, Competitive Intelligence, Change Management, Program Management, Management Consulting, Budget Setting, People Development, Corporate Communications, Strategic Communications, Internal Communications, Strategic Planning, Strategic Thinking, Strategic Consulting, Strategic Partnerships, Digital Strategy, B2B, Enterprise Software, Multi-channel Marketing, Entrepreneurship, Sales Process, Management
Education
The University of Manchester 2001 — 2003
MBA, International Marketing
Ben Gurion University 1997 — 2000
B.A, Business Administration
Britt Kolesar, CFP® Britt Kolesar, CFP®'s RSM McGladrey Experience September 2005 - August 2008
Job Wealth Management Consultant
Industry Financial Services
Experience
1st Global April 2013 - Present
Integrated Financial Solutions Group August 2008 - April 2013
RSM McGladrey September 2005 - August 2008
LifeWise Health Plan of Arizona July 2004 - July 2005
Skills
Series 7, Certified Financial..., Series 63, PowerPoint, Microsoft Excel, Wealth Preservation..., Organization &..., Wealth Management, Estate Tax Planning, Personal Tax Planning, Problem Solving, Positive Can-do Attitude, Self-direction, Team-oriented, Personal Finance, Analytical Skills, Outstanding..., Organizational..., Articulate Communicator, Integrity, Leadership, Strategic Financial..., Passion for Success, Licensed Life Insurance..., Tax, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Investments, Investment Strategies, Life Insurance
Education
Southern Methodist University 2008 — 2009
Certificate in Financial Planning
University of Phoenix 2004 — 2006
MBA, Business
Arizona State University 2002 — 2003
BA, Communications
Point Loma Nazarene University 1999 — 2002
Organizational and Management Communications
1st Global April 2013 - Present
Integrated Financial Solutions Group August 2008 - April 2013
RSM McGladrey September 2005 - August 2008
LifeWise Health Plan of Arizona July 2004 - July 2005
Skills
Series 7, Certified Financial..., Series 63, PowerPoint, Microsoft Excel, Wealth Preservation..., Organization &..., Wealth Management, Estate Tax Planning, Personal Tax Planning, Problem Solving, Positive Can-do Attitude, Self-direction, Team-oriented, Personal Finance, Analytical Skills, Outstanding..., Organizational..., Articulate Communicator, Integrity, Leadership, Strategic Financial..., Passion for Success, Licensed Life Insurance..., Tax, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Investments, Investment Strategies, Life Insurance
Education
Southern Methodist University 2008 — 2009
Certificate in Financial Planning
University of Phoenix 2004 — 2006
MBA, Business
Arizona State University 2002 — 2003
BA, Communications
Point Loma Nazarene University 1999 — 2002
Organizational and Management Communications
Stephanie D'Amico, MBA's RSM McGladrey Experience February 2010 - April 2010
Job Sr. Account Executive at Epsilon
Industry Marketing and Advertising
Experience
Epsilon March 2013 - Present
Akoo International, Inc. November 2012 - December 2012
American Foundry Society March 2012 - November 2012
Bloomingdale Athletic Club June 2009 - October 2012
NSA Media August 2010 - March 2012
TEAM Enterprises May 2009 - December 2011
Cailym Banquet Hall September 2006 - September 2010
Planning Perfection February 2010 - August 2010
RSM McGladrey February 2010 - April 2010
Bloomingdale Foot & Ankle Associates April 2005 - July 2009
Education
Benedictine University 2009 — 2011
Masters, Business Administration/ Marketing
Benedictine University 2007 — 2009
Bachelors, Business Administration/Marketing
Epsilon March 2013 - Present
Akoo International, Inc. November 2012 - December 2012
American Foundry Society March 2012 - November 2012
Bloomingdale Athletic Club June 2009 - October 2012
NSA Media August 2010 - March 2012
TEAM Enterprises May 2009 - December 2011
Cailym Banquet Hall September 2006 - September 2010
Planning Perfection February 2010 - August 2010
RSM McGladrey February 2010 - April 2010
Bloomingdale Foot & Ankle Associates April 2005 - July 2009
Education
Benedictine University 2009 — 2011
Masters, Business Administration/ Marketing
Benedictine University 2007 — 2009
Bachelors, Business Administration/Marketing
Justin Berg's RSM McGladrey Experience November 2011 - September 2013
Job Senior Revenue Accountant at Rocket Software
Industry Accounting
Experience
Rocket Software October 2014 - Present
McGladrey October 2013 - September 2014
RSM McGladrey November 2011 - September 2013
Smith & Nephew Endoscopy May 2008 - July 2011
Skills
Auditing, GAAP, Tax, Microsoft Excel, Financial Reporting, Financial Accounting, Revenue Recognition, Software Revenue..., Internal Controls, Financial Statements
Education
Assumption College 2007 — 2011
Bachelors of Science, Accounting
Rocket Software October 2014 - Present
McGladrey October 2013 - September 2014
RSM McGladrey November 2011 - September 2013
Smith & Nephew Endoscopy May 2008 - July 2011
Skills
Auditing, GAAP, Tax, Microsoft Excel, Financial Reporting, Financial Accounting, Revenue Recognition, Software Revenue..., Internal Controls, Financial Statements
Education
Assumption College 2007 — 2011
Bachelors of Science, Accounting
Barbara Low's RSM McGladrey Experience June 1999 - November 2003
Job Vice President, Human Resources
Industry Nonprofit Organization Management
Experience
National Insurance Crime Bureau November 2005 - Present
Dominican University September 2003 - April 2014
MB Financial Bank November 2003 - November 2005
RSM McGladrey June 1999 - November 2003
Wipfli LLP March 1996 - June 1999
Skills
Succession Planning, Leadership Development, Talent Management, Personnel Management, Technology Needs..., Motivational Speaking, Performance Management, Organizational..., Employee Relations, Coaching, Career Development, Recruiting, Organizational..., Onboarding, Human Resources, Executive Coaching, HR Consulting, HRIS, Training, Strategic Planning
Education
Benedictine University 2000 — 2004
M.S., Management & Organization Behavior
University of Wisconsin-Stevens Point 1986 — 1989
B.S., Business Administration
National Insurance Crime Bureau November 2005 - Present
Dominican University September 2003 - April 2014
MB Financial Bank November 2003 - November 2005
RSM McGladrey June 1999 - November 2003
Wipfli LLP March 1996 - June 1999
Skills
Succession Planning, Leadership Development, Talent Management, Personnel Management, Technology Needs..., Motivational Speaking, Performance Management, Organizational..., Employee Relations, Coaching, Career Development, Recruiting, Organizational..., Onboarding, Human Resources, Executive Coaching, HR Consulting, HRIS, Training, Strategic Planning
Education
Benedictine University 2000 — 2004
M.S., Management & Organization Behavior
University of Wisconsin-Stevens Point 1986 — 1989
B.S., Business Administration
Arshia Ahmed Arshia Ahmed's RSM McGladrey Experience 2007 - 2007
Job Accounting Professional
Industry Accounting
Experience
RSM McGladrey 2007 - 2007
Fine Media Group August 2004 - May 2006
Skills
Financial Analysis, Accounting, Corporate Tax, Budgets, CPA, Financial Reporting, Tax Accounting, QuickBooks, Income Tax, Finance, Tax, Process Improvement, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Science (M.S.), Accountancy
Benedictine University 2002 — 2004
Bachelor of Science (B.S.), Business and Economics
RSM McGladrey 2007 - 2007
Fine Media Group August 2004 - May 2006
Skills
Financial Analysis, Accounting, Corporate Tax, Budgets, CPA, Financial Reporting, Tax Accounting, QuickBooks, Income Tax, Finance, Tax, Process Improvement, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Science (M.S.), Accountancy
Benedictine University 2002 — 2004
Bachelor of Science (B.S.), Business and Economics
Mark Nickel, CPA CGMA's RSM McGladrey Experience 2005 - 2011
Job CFO at Fairrington
Industry Logistics and Supply Chain
Experience
Fairrington September 2012 - Present
Roti Restaurants LLC April 2011 - September 2012
RSM McGladrey 2005 - 2011
Resources Global Professionals 2004 - 2005
Ameriking 2001 - 2004
The ProAction Group 1999 - 2001
Whittman-Hart 1996 - 1999
Perseco 1995 - 1996
StorageTek/Sun Microsystems 1987 - 1995
National Farmers Union Insurance Companies 1985 - 1987
Skills
Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Financial Modeling, Internal Controls, Leadership, Accounting, Cost Accounting, Budgets, Sarbanes-Oxley Act, Auditing, Internal Audit, Managerial Finance, Cash Management, Due Diligence, Process Simulation, Acquisition Integration, Strategic Planning, Sarbanes-Oxley, Financial Forecasting, Analysis, Floor, Warehouse Management, Production Planning, Production Management, Project Management, Program Management, Mergers & Acquisitions, Management, Cross-functional Team..., Finance, Executive Management, Change Management
Education
Benedictine University 2007 — 2010
Adjunct Professor:, Audit, Accounting and Finance
Greenville College 1979 — 1983
Accounting, Finance, Accounting, Economics
Fairrington September 2012 - Present
Roti Restaurants LLC April 2011 - September 2012
RSM McGladrey 2005 - 2011
Resources Global Professionals 2004 - 2005
Ameriking 2001 - 2004
The ProAction Group 1999 - 2001
Whittman-Hart 1996 - 1999
Perseco 1995 - 1996
StorageTek/Sun Microsystems 1987 - 1995
National Farmers Union Insurance Companies 1985 - 1987
Skills
Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Financial Modeling, Internal Controls, Leadership, Accounting, Cost Accounting, Budgets, Sarbanes-Oxley Act, Auditing, Internal Audit, Managerial Finance, Cash Management, Due Diligence, Process Simulation, Acquisition Integration, Strategic Planning, Sarbanes-Oxley, Financial Forecasting, Analysis, Floor, Warehouse Management, Production Planning, Production Management, Project Management, Program Management, Mergers & Acquisitions, Management, Cross-functional Team..., Finance, Executive Management, Change Management
Education
Benedictine University 2007 — 2010
Adjunct Professor:, Audit, Accounting and Finance
Greenville College 1979 — 1983
Accounting, Finance, Accounting, Economics
Erich Krueger's RSM McGladrey Experience August 2005 - August 2007
Job Enterprise Information Security Manager at West Corporation
Industry Accounting
Experience
West Corporation October 2011 - Present
West Interactive July 2010 - March 2012
West Corporation November 2008 - June 2011
Marriott International May 2008 - November 2008
Marriott 2008 - 2008
Continuum Worldwide 2007 - 2008
continuum worldwide 2007 - 2008
RSM McGladrey August 2005 - August 2007
KPMG Advisory September 2003 - August 2005
Nortel Networks 1999 - 2003
Skills
Information Security, Process Improvement, Business Analysis, Vendor Management, Project Management, Security, Analysis, Change Management, Program Management, PCI DSS, Information Technology, NeXpose, Metasploit, Penetration Testing, Firewalls, IPS, Management, Disaster Recovery, IT Management, Enterprise Software, Security Awareness, Business Continuity, SAS70, Information Security..., Data Center, CISSP, Integration, Vulnerability Management, IT Audit, Vulnerability Assessment, Network Security, Governance, Data Security, Security Audits, Computer Security, IT Strategy, ITIL
Education
Bellevue University 2003 — 2004
Bachelor of Science, Business Administration, Management and Operations
US Air Force Academy 1994 — 1996
None, Mechanical Engineering
West Corporation October 2011 - Present
West Interactive July 2010 - March 2012
West Corporation November 2008 - June 2011
Marriott International May 2008 - November 2008
Marriott 2008 - 2008
Continuum Worldwide 2007 - 2008
continuum worldwide 2007 - 2008
RSM McGladrey August 2005 - August 2007
KPMG Advisory September 2003 - August 2005
Nortel Networks 1999 - 2003
Skills
Information Security, Process Improvement, Business Analysis, Vendor Management, Project Management, Security, Analysis, Change Management, Program Management, PCI DSS, Information Technology, NeXpose, Metasploit, Penetration Testing, Firewalls, IPS, Management, Disaster Recovery, IT Management, Enterprise Software, Security Awareness, Business Continuity, SAS70, Information Security..., Data Center, CISSP, Integration, Vulnerability Management, IT Audit, Vulnerability Assessment, Network Security, Governance, Data Security, Security Audits, Computer Security, IT Strategy, ITIL
Education
Bellevue University 2003 — 2004
Bachelor of Science, Business Administration, Management and Operations
US Air Force Academy 1994 — 1996
None, Mechanical Engineering
![Jeff A Coon [LION]](https://cdn.bearsofficialsstore.com/li/webp/31618143.webp)
Jeff A Coon [LION] Jeff A Coon [LION]'s RSM McGladrey Experience July 1982 - July 1984
Job Financial Controller
Industry Environmental Services
Experience
Coast Environmental, Inc. February 2009 - Present
Bogar, Inc. dba Happy Vacations February 2002 - October 2008
Cast Alloys February 2001 - January 2002
AMI Energy August 1996 - December 2000
Management Holdings, Inc. August 1988 - August 1996
Ultra-mag Diecasting, Inc. August 1984 - August 1988
RSM McGladrey July 1982 - July 1984
Layton & Richardson, CPAs July 1979 - June 1982
Skills
Auditing, Due Diligence, Business Process..., Project Management, Integration, Managerial Finance, Accounting, Financial Reporting, Forecasting, Financial Analysis, Budgets, Financial Modeling, Process Improvement, Finance, Business Strategy, Management Consulting, Management, Executive Management, Business Planning, Leadership
Education
Michigan State University 1979 — 1980
Bachelor of Arts, Accounting
Andrews University 1975 — 1979
Coast Environmental, Inc. February 2009 - Present
Bogar, Inc. dba Happy Vacations February 2002 - October 2008
Cast Alloys February 2001 - January 2002
AMI Energy August 1996 - December 2000
Management Holdings, Inc. August 1988 - August 1996
Ultra-mag Diecasting, Inc. August 1984 - August 1988
RSM McGladrey July 1982 - July 1984
Layton & Richardson, CPAs July 1979 - June 1982
Skills
Auditing, Due Diligence, Business Process..., Project Management, Integration, Managerial Finance, Accounting, Financial Reporting, Forecasting, Financial Analysis, Budgets, Financial Modeling, Process Improvement, Finance, Business Strategy, Management Consulting, Management, Executive Management, Business Planning, Leadership
Education
Michigan State University 1979 — 1980
Bachelor of Arts, Accounting
Andrews University 1975 — 1979
David Mineo David Mineo's RSM McGladrey Experience March 2010 - September 2012
Job Managing Director at DLMineo Consulting LLC
Industry Management Consulting
Experience
DLMineo Consulting September 2012 - Present
NGMA 2001 - 2015
Society of Research Administrators 1994 - 2015
RSM McGladrey March 2010 - September 2012
Deloitte Consulting, LLP May 2009 - February 2010
BearingPoint October 2006 - May 2009
National Institutes of Health May 1986 - October 2006
University of Georgia September 1999 - February 2001
Skills
Executive Coaching, Coaching, Mentoring, Strategic Planning, Federal Government, Internal Controls, Change Management, Management Consulting, Research Administration, Communication Skills, Program Management, Auditing, Government, Process Improvement, Non-profits, Governance, Policy, System Administration, Grants, Nonprofits, Business Strategy, Staff Development, Analysis, Leadership Development, Leadership, Training, Research, Organizational..., Team Leadership, Consulting, Strategy, Proposal Writing, Executive Management, Data Analysis, Workshop Facilitation, Business Process..., Management, Risk Management, Organizational..., Administration, Budgets, Managerial Finance, Performance Improvement, Business Transformation, Organizational Design, Project Management, Business Process..., Enterprise Risk..., Financial Analysis, Financial Modeling
Education
American University - Kogod School of Business 1979 — 1981
Bachelor's Degree, Finance and federal assistance management, Magna Cum Laude
DLMineo Consulting September 2012 - Present
NGMA 2001 - 2015
Society of Research Administrators 1994 - 2015
RSM McGladrey March 2010 - September 2012
Deloitte Consulting, LLP May 2009 - February 2010
BearingPoint October 2006 - May 2009
National Institutes of Health May 1986 - October 2006
University of Georgia September 1999 - February 2001
Skills
Executive Coaching, Coaching, Mentoring, Strategic Planning, Federal Government, Internal Controls, Change Management, Management Consulting, Research Administration, Communication Skills, Program Management, Auditing, Government, Process Improvement, Non-profits, Governance, Policy, System Administration, Grants, Nonprofits, Business Strategy, Staff Development, Analysis, Leadership Development, Leadership, Training, Research, Organizational..., Team Leadership, Consulting, Strategy, Proposal Writing, Executive Management, Data Analysis, Workshop Facilitation, Business Process..., Management, Risk Management, Organizational..., Administration, Budgets, Managerial Finance, Performance Improvement, Business Transformation, Organizational Design, Project Management, Business Process..., Enterprise Risk..., Financial Analysis, Financial Modeling
Education
American University - Kogod School of Business 1979 — 1981
Bachelor's Degree, Finance and federal assistance management, Magna Cum Laude
Robert Michael Robert Michael's RSM McGladrey Experience December 2000 - November 2001
Job American Express, Global Business Travel Group
Industry Financial Services
Experience
American Express March 2014 - Present
American Airlines/US Airways February 2011 - March 2012
US Airways April 2009 - February 2011
US Airways March 2008 - April 2009
Casino Arizona August 2006 - March 2008
Casino Arizona March 2002 - August 2006
RSM McGladrey December 2000 - November 2001
UPS March 1998 - December 2000
Bank One June 1997 - March 1998
Skills
Process Improvement, Business Development, Financial Analysis, Strategic Planning, Project Planning, Forecasting, Finance, Analysis, Strategic Financial..., Corporate Finance, Airlines, Managerial Finance, Essbase, Variance Analysis, Financial Modeling, Operations Management, Team Management, Financial Planning
Education
Arizona State University
BS, Finance
Arizona State University, W. P. Carey School of Business
MBA, Business
American Express March 2014 - Present
American Airlines/US Airways February 2011 - March 2012
US Airways April 2009 - February 2011
US Airways March 2008 - April 2009
Casino Arizona August 2006 - March 2008
Casino Arizona March 2002 - August 2006
RSM McGladrey December 2000 - November 2001
UPS March 1998 - December 2000
Bank One June 1997 - March 1998
Skills
Process Improvement, Business Development, Financial Analysis, Strategic Planning, Project Planning, Forecasting, Finance, Analysis, Strategic Financial..., Corporate Finance, Airlines, Managerial Finance, Essbase, Variance Analysis, Financial Modeling, Operations Management, Team Management, Financial Planning
Education
Arizona State University
BS, Finance
Arizona State University, W. P. Carey School of Business
MBA, Business
David Leckey, CPA, MTAX David Leckey, CPA, MTAX's RSM McGladrey Experience December 2007 - August 2008
Job Tax Director at DVM Management
Industry Accounting
Experience
DVM Management July 2013 - Present
VERTICAL ADVISORS LLP January 2012 - July 2013
Arnel Development August 2008 - January 2012
RSM McGladrey December 2007 - August 2008
KPMG January 2006 - December 2007
Wells Fargo Financial December 2002 - June 2005
Skills
CPA, Tax, Accounting, Tax Preparation, S Corporations, Partnership Taxation, Property Tax, Financial Reporting, Financial Analysis, Corporate Tax, Financial Accounting, GAAP, Income Tax, QuickBooks, Tax Accounting, Tax Research, Tax Returns
Education
Arizona State University, W. P. Carey School of Business 2005 — 2006
Masters, Tax
Brigham Young University 2000 — 2002
Bachelor, Finance
DVM Management July 2013 - Present
VERTICAL ADVISORS LLP January 2012 - July 2013
Arnel Development August 2008 - January 2012
RSM McGladrey December 2007 - August 2008
KPMG January 2006 - December 2007
Wells Fargo Financial December 2002 - June 2005
Skills
CPA, Tax, Accounting, Tax Preparation, S Corporations, Partnership Taxation, Property Tax, Financial Reporting, Financial Analysis, Corporate Tax, Financial Accounting, GAAP, Income Tax, QuickBooks, Tax Accounting, Tax Research, Tax Returns
Education
Arizona State University, W. P. Carey School of Business 2005 — 2006
Masters, Tax
Brigham Young University 2000 — 2002
Bachelor, Finance
Sean Yearout Sean Yearout's RSM McGladrey Experience November 2005 - March 2007
Job R&D Tax Credit Services Manager at Black Line Group
Industry Accounting
Experience
Black Line Group July 2015 - Present
The R&D Credit Company May 2014 - May 2015
BYGH Tax Consulting March 2010 - May 2014
Grant Thornton March 2007 - February 2010
RSM McGladrey November 2005 - March 2007
Ernst & Young February 2005 - November 2005
Sprint April 2004 - February 2005
Deloitte December 1998 - April 2004
Skills
Cost Segregation, Tax Advisory, Tax, Strategic Planning, Accounting, Leadership, Tax Credits, Tax Accounting, Financial Services, Valuation, Financial Modeling, Tax Research, US GAAP, CRM, Financial Reporting, CPA, Auditing, Corporate Tax, Internal Controls, Sarbanes-Oxley Act, Income Tax, Property Tax, Internal Audit, SEC filings, GAAP, Financial Analysis, International Tax, Due Diligence, Business Valuation, Cash Flow, Fixed Assets, US Tax, Tax Returns, Partnership Taxation, Revenue Recognition, Tax Preparation, Tax Law
Education
Arizona State University 2005 — 2008
BA, Computer Science, Accounting
Black Line Group July 2015 - Present
The R&D Credit Company May 2014 - May 2015
BYGH Tax Consulting March 2010 - May 2014
Grant Thornton March 2007 - February 2010
RSM McGladrey November 2005 - March 2007
Ernst & Young February 2005 - November 2005
Sprint April 2004 - February 2005
Deloitte December 1998 - April 2004
Skills
Cost Segregation, Tax Advisory, Tax, Strategic Planning, Accounting, Leadership, Tax Credits, Tax Accounting, Financial Services, Valuation, Financial Modeling, Tax Research, US GAAP, CRM, Financial Reporting, CPA, Auditing, Corporate Tax, Internal Controls, Sarbanes-Oxley Act, Income Tax, Property Tax, Internal Audit, SEC filings, GAAP, Financial Analysis, International Tax, Due Diligence, Business Valuation, Cash Flow, Fixed Assets, US Tax, Tax Returns, Partnership Taxation, Revenue Recognition, Tax Preparation, Tax Law
Education
Arizona State University 2005 — 2008
BA, Computer Science, Accounting
Richard Wynn Richard Wynn's RSM McGladrey Experience May 2005 - July 2007
Job Ultra Creative Analysis/Development (SQL and Excel/Access) and Process Improvement Expert
Industry Computer Software
Experience
TekSystems @ Wells Fargo June 2015 - Present
Vaco at Colfax Fluid Handling April 2014 - May 2015
Time Warner Cable May 2013 - March 2014
Time Warner Cable February 2010 - April 2013
Time Warner Cable March 2009 - February 2010
FTI Consulting August 2007 - February 2009
RSM McGladrey May 2005 - July 2007
MTS Systems 2005 - 2005
Vaco 2005 - 2005
Auto Industry/Textiles July 2002 - November 2004
Skills
Microsoft SQL Server, SSRS, Data Mining, Process Improvement, Regression Analysis, Software Development, Creative Problem Solving, Visual C#, Financial Analysis, ERP, Manufacturing, Accounting, Forecasting, Financial Modeling, Finance, Mergers, US GAAP, Financial Reporting, Due Diligence, GAAP, Budgets, Analysis, Business Process..., Cross-functional Team..., Management, Microsoft Excel, Variance Analysis, CPA, Visual C++, Microsoft Office, VBA, Access, Mergers & Acquisitions, Strategy
Education
MBA - Wake Forest University 1999 — 2001
Master of Business Administration (MBA), Marketing
Auburn University 1986 — 1990
Bacholor of Science, Accounting
TekSystems @ Wells Fargo June 2015 - Present
Vaco at Colfax Fluid Handling April 2014 - May 2015
Time Warner Cable May 2013 - March 2014
Time Warner Cable February 2010 - April 2013
Time Warner Cable March 2009 - February 2010
FTI Consulting August 2007 - February 2009
RSM McGladrey May 2005 - July 2007
MTS Systems 2005 - 2005
Vaco 2005 - 2005
Auto Industry/Textiles July 2002 - November 2004
Skills
Microsoft SQL Server, SSRS, Data Mining, Process Improvement, Regression Analysis, Software Development, Creative Problem Solving, Visual C#, Financial Analysis, ERP, Manufacturing, Accounting, Forecasting, Financial Modeling, Finance, Mergers, US GAAP, Financial Reporting, Due Diligence, GAAP, Budgets, Analysis, Business Process..., Cross-functional Team..., Management, Microsoft Excel, Variance Analysis, CPA, Visual C++, Microsoft Office, VBA, Access, Mergers & Acquisitions, Strategy
Education
MBA - Wake Forest University 1999 — 2001
Master of Business Administration (MBA), Marketing
Auburn University 1986 — 1990
Bacholor of Science, Accounting
Marlo (Chapman) Perkins Marlo (Chapman) Perkins's RSM McGladrey Experience July 2007 - July 2008
Job Transportation Accounts Payable Specialist at Radiant Global Logistics
Industry Logistics and Supply Chain
Experience
Radiant Global Logistics January 2014 - Present
Sundance Metals November 2012 - October 2013
CenterPointe Apartments, D.M Smith, Co. July 2011 - May 2012
Apple, Inc. October 2009 - April 2010
RSM McGladrey July 2007 - July 2008
Proctor Company, Inc December 2005 - April 2007
Pitney Bowes June 2005 - December 2005
Skills
General Ledger, Accounting, Outlook, Inventory Management, Microsoft Word, Microsoft Excel, Account Management, SAP, Profx, Administrative..., Accounts Payable, Accounts Receivable, Organization, Access, Software Project..., QuickBooks, Supply Ordering, Appointment Scheduling, Training, Customer Service, Invoicing, Expense Reports, Microsoft Office, Administrative...
Education
Washington State University - College of Business and Economics 2009 — 2012
BA, Management Information Systems
Bellevue College 2005 — 2008
Arts & Sciences AA, Bookkeeping
Radiant Global Logistics January 2014 - Present
Sundance Metals November 2012 - October 2013
CenterPointe Apartments, D.M Smith, Co. July 2011 - May 2012
Apple, Inc. October 2009 - April 2010
RSM McGladrey July 2007 - July 2008
Proctor Company, Inc December 2005 - April 2007
Pitney Bowes June 2005 - December 2005
Skills
General Ledger, Accounting, Outlook, Inventory Management, Microsoft Word, Microsoft Excel, Account Management, SAP, Profx, Administrative..., Accounts Payable, Accounts Receivable, Organization, Access, Software Project..., QuickBooks, Supply Ordering, Appointment Scheduling, Training, Customer Service, Invoicing, Expense Reports, Microsoft Office, Administrative...
Education
Washington State University - College of Business and Economics 2009 — 2012
BA, Management Information Systems
Bellevue College 2005 — 2008
Arts & Sciences AA, Bookkeeping
Dale South, CIA, CISA, MBA's RSM McGladrey Experience 2007 - 2008
Job IT Audit | Risk Management | Information Security | Regulatory Compliance
Industry Information Technology and Services
Experience
Impact Makers March 2015 - Present
KPMG/11th Hour 2012 - 2014
Virginia State University 2008 - 2012
RSM McGladrey 2007 - 2008
Jefferson Wells 2006 - 2007
Skills
IT Audit, Business Analysis, Management Consulting, Risk Management, Fraud, SOX, Internal Audit, Audit, Compliance, Risk Assessment, Auditing, IT Governance, Corporate Governance, Fraud Investigations, Privacy, Enterprise Risk..., Operational Risk..., Internal Controls, CISA, SAS70, Compliance Management, Governance, Financial Reporting, COSO, COBIT, Process Improvement, Business Continuity, Business Process, Disaster Recovery, ERP, Finance, Financial Risk, IT Management, IT Strategy, Information Security, Information Security..., Information Technology, Leadership, Management, Privacy Law, SDLC, Sarbanes-Oxley, Sarbanes-Oxley Act, Security, Consulting, CISSP, Financial Audits, PCI DSS
Education
Averett University
MBA, Business Administration
University of Richmond
Associate, Information Systems
Virginia Commonwealth University - School of Business
Associate, Accounting
Virginia Polytechnic Institute and State University
BS, Finance
Impact Makers March 2015 - Present
KPMG/11th Hour 2012 - 2014
Virginia State University 2008 - 2012
RSM McGladrey 2007 - 2008
Jefferson Wells 2006 - 2007
Skills
IT Audit, Business Analysis, Management Consulting, Risk Management, Fraud, SOX, Internal Audit, Audit, Compliance, Risk Assessment, Auditing, IT Governance, Corporate Governance, Fraud Investigations, Privacy, Enterprise Risk..., Operational Risk..., Internal Controls, CISA, SAS70, Compliance Management, Governance, Financial Reporting, COSO, COBIT, Process Improvement, Business Continuity, Business Process, Disaster Recovery, ERP, Finance, Financial Risk, IT Management, IT Strategy, Information Security, Information Security..., Information Technology, Leadership, Management, Privacy Law, SDLC, Sarbanes-Oxley, Sarbanes-Oxley Act, Security, Consulting, CISSP, Financial Audits, PCI DSS
Education
Averett University
MBA, Business Administration
University of Richmond
Associate, Information Systems
Virginia Commonwealth University - School of Business
Associate, Accounting
Virginia Polytechnic Institute and State University
BS, Finance
Brian Smith, CISM, CISA, CRISC's RSM McGladrey Experience November 2005 - December 2006
Job VP Advisory Services and ISO at InfoSight, Inc.
Industry Banking
Experience
InfoSight, Inc. May 2015 - Present
InfoSight, Inc. January 2013 - April 2015
BankAtlantic April 2009 - December 2012
Republic Federal Bank October 2008 - April 2009
Great Florida Bank January 2007 - October 2008
Great Florida Bank January 2006 - January 2007
RSM McGladrey November 2005 - December 2006
Andrx, Inc. January 2000 - November 2005
EDS July 1993 - December 2000
FIS 1990 - 1993
Skills
Internal Audit, Sarbanes-Oxley, Vendor Management, Governance, Change Management, Project Management, Management, Integration, IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Business Continuity, Risk Assessment, HIPAA, IT Infrastructure Design, Information Security..., Security Audits, Information Security, Disaster Recovery, Banking, Information Technology, Risk Management, Business Analysis, Business Process, SDLC, Leadership, GLBA, Security Awareness, Network Security, CISM, Data Privacy, Vulnerability Assessment, Business Continuity..., Penetration Testing, IT Risk Management, Program Management, Computer Security, PCI DSS, CISSP, COBIT, IT Management, CISA, Financial Risk, SAS70, IT Strategy
Education
Nova Southeastern University 1998 — 2001
MBA, Business Administration
Barry University 1995 — 1997
BS, Business Administration
InfoSight, Inc. May 2015 - Present
InfoSight, Inc. January 2013 - April 2015
BankAtlantic April 2009 - December 2012
Republic Federal Bank October 2008 - April 2009
Great Florida Bank January 2007 - October 2008
Great Florida Bank January 2006 - January 2007
RSM McGladrey November 2005 - December 2006
Andrx, Inc. January 2000 - November 2005
EDS July 1993 - December 2000
FIS 1990 - 1993
Skills
Internal Audit, Sarbanes-Oxley, Vendor Management, Governance, Change Management, Project Management, Management, Integration, IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Business Continuity, Risk Assessment, HIPAA, IT Infrastructure Design, Information Security..., Security Audits, Information Security, Disaster Recovery, Banking, Information Technology, Risk Management, Business Analysis, Business Process, SDLC, Leadership, GLBA, Security Awareness, Network Security, CISM, Data Privacy, Vulnerability Assessment, Business Continuity..., Penetration Testing, IT Risk Management, Program Management, Computer Security, PCI DSS, CISSP, COBIT, IT Management, CISA, Financial Risk, SAS70, IT Strategy
Education
Nova Southeastern University 1998 — 2001
MBA, Business Administration
Barry University 1995 — 1997
BS, Business Administration
Eric Altstadter's RSM McGladrey Experience 2005 - 2006
Job Partner
Industry Accounting
Experience
EisnerAmper LLP 2006 - Present
Bellmore Merrick Basketball 2007 - 2012
Bellmore Merrick Basketball 2007 - 2012
Bellmore Merrick Basketball 2007 - 2012
EisnerAmper LLP 2006 - 2010
RSM McGladrey 2005 - 2006
Goldstein Golub Kessler 1988 - 2006
Mann Judd Landau 1985 - 1988
Seymour Schneidman 1983 - 1986
Education
State University of New York at Buffalo 1977 — 1981
Binghamton University 1976 — 1978
Bayside
EisnerAmper LLP 2006 - Present
Bellmore Merrick Basketball 2007 - 2012
Bellmore Merrick Basketball 2007 - 2012
Bellmore Merrick Basketball 2007 - 2012
EisnerAmper LLP 2006 - 2010
RSM McGladrey 2005 - 2006
Goldstein Golub Kessler 1988 - 2006
Mann Judd Landau 1985 - 1988
Seymour Schneidman 1983 - 1986
Education
State University of New York at Buffalo 1977 — 1981
Binghamton University 1976 — 1978
Bayside
Bobbi Johnson's RSM McGladrey Experience January 2007 - Present
Job Sr QA Engineer at RSM McGladrey
Industry Information Technology and Services
Experience
RSM McGladrey January 2007 - Present
McGladrey February 1994 - 2006
Aquatrol Corporation January 1990 - September 1991
Education
Augsburg College 1984 — 1989
BA, Accounting, Economics Finance
The George Washington University
Managing IT Projects
RSM McGladrey January 2007 - Present
McGladrey February 1994 - 2006
Aquatrol Corporation January 1990 - September 1991
Education
Augsburg College 1984 — 1989
BA, Accounting, Economics Finance
The George Washington University
Managing IT Projects
Sio Wan Carol Ieong's RSM McGladrey Experience March 2011 - August 2013
Job CPA
Industry Accounting
Experience
Global Power Equipment Group August 2013 - Present
RSM McGladrey March 2011 - August 2013
KPMG May 2007 - March 2011
TravisWolff January 2005 - May 2007
Skills
Income Tax, Tax Research, Corporate Tax, CPA, Tax Accounting, US Tax, GAAP, Tax Preparation, US GAAP, Tax Returns, FIN 48, S Corporations, Financial Reporting
Education
Abilene Christian University 2002 — 2004
Master's degree, Accounting
Global Power Equipment Group August 2013 - Present
RSM McGladrey March 2011 - August 2013
KPMG May 2007 - March 2011
TravisWolff January 2005 - May 2007
Skills
Income Tax, Tax Research, Corporate Tax, CPA, Tax Accounting, US Tax, GAAP, Tax Preparation, US GAAP, Tax Returns, FIN 48, S Corporations, Financial Reporting
Education
Abilene Christian University 2002 — 2004
Master's degree, Accounting
Erica Schaffer, CPA's RSM McGladrey Experience June 2007 - August 2007
Job Accountant at Ziff Brothers Investments
Industry Accounting
Experience
Ziff Brothers Investments December 2010 - Present
McGladrey October 2010 - December 2010
McGladrey & Pullen July 2008 - September 2010
RSM McGladrey June 2007 - August 2007
Skills
Accounting, Financial Reporting, Budgets, US GAAP, Financial Analysis, CPA, Internal Controls, Account Reconciliation
Education
State University of New York at Binghamton 2004 — 2008
Ziff Brothers Investments December 2010 - Present
McGladrey October 2010 - December 2010
McGladrey & Pullen July 2008 - September 2010
RSM McGladrey June 2007 - August 2007
Skills
Accounting, Financial Reporting, Budgets, US GAAP, Financial Analysis, CPA, Internal Controls, Account Reconciliation
Education
State University of New York at Binghamton 2004 — 2008
Jonathan Seamons's RSM McGladrey Experience June 2007 - July 2007
Job Graduate Student at Arizona State University, W. P. Carey School of Business
Industry Accounting
Experience
Federal Deposit Insurance Corporation June 2008 - August 2008
RSM McGladrey June 2007 - July 2007
The Centennial Group, Inc. January 2004 - August 2006
Skills
Financial Reporting, Tax, Microsoft Excel, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Accounting, GAAP
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master's degree, Taxation
Arizona State University, W. P. Carey School of Business
Bachelor of Science (BS), Accountancy
Federal Deposit Insurance Corporation June 2008 - August 2008
RSM McGladrey June 2007 - July 2007
The Centennial Group, Inc. January 2004 - August 2006
Skills
Financial Reporting, Tax, Microsoft Excel, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Accounting, GAAP
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master's degree, Taxation
Arizona State University, W. P. Carey School of Business
Bachelor of Science (BS), Accountancy
Bruce Kletsky's RSM McGladrey Experience December 2001 - March 2008
Job Director/alliantgroup
Industry Accounting
Experience
alliantgroup March 2008 - Present
RSM McGladrey December 2001 - March 2008
Education
Arizona State University 1971 — 1975
BS, Real Estate
alliantgroup March 2008 - Present
RSM McGladrey December 2001 - March 2008
Education
Arizona State University 1971 — 1975
BS, Real Estate
Christopher Prezioso's RSM McGladrey Experience October 2003 - October 2004
Job SVP, Corporate Fiduciary Risk Management and Compliance at Northern Trust Company
Industry Banking
Experience
Northern Trust Company June 2008 - Present
LaSalle Global Trust Services April 2008 - June 2008
LaSalle Bank, NA April 2007 - April 2008
LaSalle Bank, NA October 2004 - April 2007
RSM McGladrey October 2003 - October 2004
Northern Trust Company January 1993 - October 2003
Skills
Risk Management, Financial Risk, Banking, Capital Markets, Financial Services, Treasury Management, Investments, Asset Managment, Corporate Governance, Asset Management, Internal Audit, Fiduciary, Trust Services, Internal Controls, Governance, Operational Risk, Portfolio Management, Mutual Funds, Finance, Compliance, Securities, Loans, Financial Analysis, Management, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance & Management Accounting
DePaul University 1986 — 1989
BS, Finance
Augustana College 1984 — 1986
Studied Chemistry and Business
Northern Trust Company June 2008 - Present
LaSalle Global Trust Services April 2008 - June 2008
LaSalle Bank, NA April 2007 - April 2008
LaSalle Bank, NA October 2004 - April 2007
RSM McGladrey October 2003 - October 2004
Northern Trust Company January 1993 - October 2003
Skills
Risk Management, Financial Risk, Banking, Capital Markets, Financial Services, Treasury Management, Investments, Asset Managment, Corporate Governance, Asset Management, Internal Audit, Fiduciary, Trust Services, Internal Controls, Governance, Operational Risk, Portfolio Management, Mutual Funds, Finance, Compliance, Securities, Loans, Financial Analysis, Management, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance & Management Accounting
DePaul University 1986 — 1989
BS, Finance
Augustana College 1984 — 1986
Studied Chemistry and Business
Wally Dodds's RSM McGladrey Experience March 1999 - September 2001
Job Principal Owner at Dorado Solutions, Inc.
Industry Information Technology and Services
Experience
Dorado Solutions, Inc. March 2010 - Present
Tectura Corporation March 2007 - March 2010
Tectura August 2004 - March 2007
Tectura September 2001 - August 2004
RSM McGladrey March 1999 - September 2001
Toback Technology Group June 1996 - March 1999
Skills
Microsoft Dynamics, Great Plains Software, Enterprise Software, Microsoft Dynamics SL, Pre-sales, Project Accounting, Product Management, Axapta, ERP, Financials, Microsoft CRM, Navision, Crystal Reports, Channel, Sales Operations, Microsoft Technologies, CRM, ERP Implementations, Professional Services, Software Implementation, Solution Selling, Strategy, Business Process, Business Intelligence, Business Process..., Business Analysis
Education
Arizona State University 1992 — 1995
BS, Accountancy
Montana State University-Bozeman 1989 — 1992
BS, Accountancy
Dorado Solutions, Inc. March 2010 - Present
Tectura Corporation March 2007 - March 2010
Tectura August 2004 - March 2007
Tectura September 2001 - August 2004
RSM McGladrey March 1999 - September 2001
Toback Technology Group June 1996 - March 1999
Skills
Microsoft Dynamics, Great Plains Software, Enterprise Software, Microsoft Dynamics SL, Pre-sales, Project Accounting, Product Management, Axapta, ERP, Financials, Microsoft CRM, Navision, Crystal Reports, Channel, Sales Operations, Microsoft Technologies, CRM, ERP Implementations, Professional Services, Software Implementation, Solution Selling, Strategy, Business Process, Business Intelligence, Business Process..., Business Analysis
Education
Arizona State University 1992 — 1995
BS, Accountancy
Montana State University-Bozeman 1989 — 1992
BS, Accountancy
Loredana Morosanu's RSM McGladrey Experience July 2003 - August 2011
Job at
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Verisight, Inc August 2011 - Present
RSM McGladrey July 2003 - August 2011
Education
Academia de Studii Economice din București 1995 — 1999
Bachelor in Accounting, Major in Financial Analysis
Charles Schwab July 2013 - Present
Verisight, Inc August 2011 - Present
RSM McGladrey July 2003 - August 2011
Education
Academia de Studii Economice din București 1995 — 1999
Bachelor in Accounting, Major in Financial Analysis
Mary Ho's RSM McGladrey Experience 1998 - November 2010
Job Director at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP December 2010 - Present
RSM McGladrey 1998 - November 2010
Skills
Tax, Partnership Taxation, Securities, Trusts, Financial Planners, Hedge Funds, Tax Research, Financial Services, High Net Worth..., Corporate Tax, Tax Accounting, International Tax, Account Reconciliation
Education
Baruch College, City University of New York (CUNY)
BA
Baruch College, City University of New York (CUNY)
MS, Taxation
EisnerAmper LLP December 2010 - Present
RSM McGladrey 1998 - November 2010
Skills
Tax, Partnership Taxation, Securities, Trusts, Financial Planners, Hedge Funds, Tax Research, Financial Services, High Net Worth..., Corporate Tax, Tax Accounting, International Tax, Account Reconciliation
Education
Baruch College, City University of New York (CUNY)
BA
Baruch College, City University of New York (CUNY)
MS, Taxation
Scott McGinty's RSM McGladrey Experience 1994 - 2000
Job CPA, Big 4 Accountant & Controller
Industry Accounting
Experience
The Siegfried Group October 2004 - Present
Microstar Logistics, Inc June 2000 - April 2004
RSM McGladrey 1994 - 2000
Arthur Andersen 1988 - 1990
Skills
Auditing, Financial Accounting, Internal Audit, Leadership, External Audit, Team Building, CPA, General Ledger, Accounting, SEC filings, Finance, GAAP, US GAAP, Recruiting, Financial Reporting, Strategy, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Management, Managerial Finance
Education
Abilene Christian University 1984 — 1988
BBA, Accounting
The Siegfried Group October 2004 - Present
Microstar Logistics, Inc June 2000 - April 2004
RSM McGladrey 1994 - 2000
Arthur Andersen 1988 - 1990
Skills
Auditing, Financial Accounting, Internal Audit, Leadership, External Audit, Team Building, CPA, General Ledger, Accounting, SEC filings, Finance, GAAP, US GAAP, Recruiting, Financial Reporting, Strategy, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Management, Managerial Finance
Education
Abilene Christian University 1984 — 1988
BBA, Accounting
Leomaris Taveras's RSM McGladrey Experience 1999 - 2010
Job Supervisor at RSM McGladrey
Industry Accounting
Experience
McGladrey & Pullen LLC /RSM McGladrey Inc. August 1999 - Present
RSM McGladrey 1999 - 2010
Skills
Auditing, Accounting, Internal Controls, Tax, Financial Reporting, Financial Statements, Financial Accounting
Education
Baruch College, City University of New York (CUNY)
McGladrey & Pullen LLC /RSM McGladrey Inc. August 1999 - Present
RSM McGladrey 1999 - 2010
Skills
Auditing, Accounting, Internal Controls, Tax, Financial Reporting, Financial Statements, Financial Accounting
Education
Baruch College, City University of New York (CUNY)
Barry Patrich's RSM McGladrey Experience February 2005 - February 2007
Job Consultant at Consultant
Industry Accounting
Experience
Consultant June 2013 - Present
Jefferson Wells March 2007 - June 2013
Experis Finance 2011 - 2013
RSM McGladrey February 2005 - February 2007
Citibank 1987 - 1997
Skills
Tax Advisory, Income Tax, International Tax, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Research, Tax Preparation, Auditing, Partnership Taxation, SEC filings, Internal Controls, Corporate Tax, Tax, Mergers & Acquisitions, Sales Tax, Tax Returns, Tax Law, Tax Accounting, US GAAP, Finance, Transfer Pricing, CPA, GAAP, Sarbanes-Oxley, Internal Audit, Property Tax, Big 4, Financial Services, Financial Reporting, Financial Audits, VAT, Financial Accounting, FAS109, Restructuring, Financial Planners, Accounting, IFRS, Financial Statements, Cash Flow, Strategic Financial..., Financial Analysis, General Ledger, FIN 48
Education
Adelphi University
Bachelor of Business Administration (BBA), Accounting
Brooklyn Law School
Doctor of Law (JD), Taxation
Consultant June 2013 - Present
Jefferson Wells March 2007 - June 2013
Experis Finance 2011 - 2013
RSM McGladrey February 2005 - February 2007
Citibank 1987 - 1997
Skills
Tax Advisory, Income Tax, International Tax, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Research, Tax Preparation, Auditing, Partnership Taxation, SEC filings, Internal Controls, Corporate Tax, Tax, Mergers & Acquisitions, Sales Tax, Tax Returns, Tax Law, Tax Accounting, US GAAP, Finance, Transfer Pricing, CPA, GAAP, Sarbanes-Oxley, Internal Audit, Property Tax, Big 4, Financial Services, Financial Reporting, Financial Audits, VAT, Financial Accounting, FAS109, Restructuring, Financial Planners, Accounting, IFRS, Financial Statements, Cash Flow, Strategic Financial..., Financial Analysis, General Ledger, FIN 48
Education
Adelphi University
Bachelor of Business Administration (BBA), Accounting
Brooklyn Law School
Doctor of Law (JD), Taxation
Howard Khuu's RSM McGladrey Experience January 2006 - May 2007
Job Manager at American Express
Industry Accounting
Experience
American Express August 2012 - Present
American Express October 2010 - August 2012
KPMG September 2007 - October 2010
RSM McGladrey January 2006 - May 2007
McGladrey & Pullen LLP (f/k/a GGK) 2005 - 2007
Bank of New York Mellon 2004 - 2005
Skills
Corporate Tax, Tax, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
American Express August 2012 - Present
American Express October 2010 - August 2012
KPMG September 2007 - October 2010
RSM McGladrey January 2006 - May 2007
McGladrey & Pullen LLP (f/k/a GGK) 2005 - 2007
Bank of New York Mellon 2004 - 2005
Skills
Corporate Tax, Tax, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Kathryn (Handschin) Robinson's RSM McGladrey Experience DirectorAmerican Express Tax and Business Services2000 - 2006
Job Audit Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey DirectorAmerican Express Tax and Business Services2000 - 2006
Friedman & Fuller 1985 - 1995
Education
American University 1981 — 1985
BS/BA, Finance
American University - Kogod School of Business 1981 — 1985
RSM McGladrey DirectorAmerican Express Tax and Business Services2000 - 2006
Friedman & Fuller 1985 - 1995
Education
American University 1981 — 1985
BS/BA, Finance
American University - Kogod School of Business 1981 — 1985
Kelli Cloutier's RSM McGladrey Experience February 2007 - April 2007
Job Audit Manager at CBIZ Mayer Hoffman McCann with experience in BrokerDealer, Manufacturer and Benefit Plan audits
Industry Accounting
Experience
CBIZ MHM, LLC September 2007 - Present
RSM McGladrey February 2007 - April 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Excel, Outlook, Tax, Budgets, Auditing, Microsoft Excel, Financial Accounting
Education
Augustana College (SD) 2003 — 2007
BA, Accounting & Business Administration
CBIZ MHM, LLC September 2007 - Present
RSM McGladrey February 2007 - April 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Excel, Outlook, Tax, Budgets, Auditing, Microsoft Excel, Financial Accounting
Education
Augustana College (SD) 2003 — 2007
BA, Accounting & Business Administration
James Jefts's RSM McGladrey Experience DirectorRSM McGladrey1999 - Present
Job Director at McGladrey LLP
Industry Accounting
Experience
RSM McGladrey DirectorRSM McGladrey1999 - Present
McGladrey & Pullen 1999 - Present
McGladrey & Pullen LLP, New York (formerly Goldstein Golub Kessler LLP) 1999 - Present
Skills
Auditing, Financial Reporting, Tax, Internal Controls, Accounting, CPA, Process Improvement, GAAP, Financial Analysis, Corporate Tax
Education
Binghamton University - School of Management 1992 — 1996
RSM McGladrey DirectorRSM McGladrey1999 - Present
McGladrey & Pullen 1999 - Present
McGladrey & Pullen LLP, New York (formerly Goldstein Golub Kessler LLP) 1999 - Present
Skills
Auditing, Financial Reporting, Tax, Internal Controls, Accounting, CPA, Process Improvement, GAAP, Financial Analysis, Corporate Tax
Education
Binghamton University - School of Management 1992 — 1996
Jane (Pallo) Britton's RSM McGladrey Experience November 1999 - October 2004
Job Senior Financial Analyst at JAMF Software
Industry Accounting
Experience
JAMF Software October 2014 - Present
Kroll Ontrack April 2013 - October 2014
Kroll Ontrack June 2011 - April 2013
ProofreadRight.com September 2010 - October 2012
AmeriPride Services February 2010 - June 2011
Deloitte & Touche September 2005 - March 2010
Maslon Edelman Borman & Brand, LLP February 2005 - September 2005
RSM McGladrey November 1999 - October 2004
RSM McGladrey November 1999 - October 2004
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Project Management, Public Speaking, Oracle, French, Concur, Accounting, General Ledger, Financial Reporting, Accounts Payable, Process Improvement, Auditing, Account Reconciliation, Payroll, Analysis, Training, Invoicing, Management, Accounts Receivable, Business Analysis, Access, Teamwork, Forecasting, Finance, Budgets, Leadership
Education
Augsburg College 2007 — 2008
MBA, Business Administration and Management, General
Gustavus Adolphus College 1992 — 1996
BA, French and History
Mankato Loyola High School 1988 — 1992
Diploma, French & General
SSPP
JAMF Software October 2014 - Present
Kroll Ontrack April 2013 - October 2014
Kroll Ontrack June 2011 - April 2013
ProofreadRight.com September 2010 - October 2012
AmeriPride Services February 2010 - June 2011
Deloitte & Touche September 2005 - March 2010
Maslon Edelman Borman & Brand, LLP February 2005 - September 2005
RSM McGladrey November 1999 - October 2004
RSM McGladrey November 1999 - October 2004
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Project Management, Public Speaking, Oracle, French, Concur, Accounting, General Ledger, Financial Reporting, Accounts Payable, Process Improvement, Auditing, Account Reconciliation, Payroll, Analysis, Training, Invoicing, Management, Accounts Receivable, Business Analysis, Access, Teamwork, Forecasting, Finance, Budgets, Leadership
Education
Augsburg College 2007 — 2008
MBA, Business Administration and Management, General
Gustavus Adolphus College 1992 — 1996
BA, French and History
Mankato Loyola High School 1988 — 1992
Diploma, French & General
SSPP
Susan Risley's RSM McGladrey Experience ManagerMcGladrey & Pullen1980 - Present
Job Manager at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey ManagerMcGladrey & Pullen1980 - Present
Education
Arizona State University 1974 — 1979
RSM McGladrey ManagerMcGladrey & Pullen1980 - Present
Education
Arizona State University 1974 — 1979
Kathleen Baynes, CIA, CFE's RSM McGladrey Experience July 2005 - August 2007
Job Staff Accountant at Brookline Bancorp, inc.
Industry Accounting
Experience
Brookline Bancorp, inc. June 2013 - Present
Robert Half Finance & Accounting August 2012 - June 2013
Robert Half Finance & Accounting May 2012 - June 2012
WinnCompanies June 2009 - February 2012
Robert Half Finance & Accounting April 2009 - May 2009
Robert Half Finance & Accounting November 2008 - December 2008
ING March 2008 - October 2008
Robert Half Finance & Accounting February 2008 - March 2008
Kforce September 2007 - February 2008
RSM McGladrey July 2005 - August 2007
Skills
Accounting, Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Statements, Finance, General Ledger, Accounts Payable, Analysis, Process Improvement, Budgets, Financial Reporting, Forecasting, Account Reconciliation, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MSA, Accounting
Bentley University 1996 — 2003
B.S., Finance and Accounting
Association of Certified Fraud Examiners
CFE, Certified Fraud Examiner
The Institute of Internal Auditors
CIA, Certified Internal Auditor
Brookline Bancorp, inc. June 2013 - Present
Robert Half Finance & Accounting August 2012 - June 2013
Robert Half Finance & Accounting May 2012 - June 2012
WinnCompanies June 2009 - February 2012
Robert Half Finance & Accounting April 2009 - May 2009
Robert Half Finance & Accounting November 2008 - December 2008
ING March 2008 - October 2008
Robert Half Finance & Accounting February 2008 - March 2008
Kforce September 2007 - February 2008
RSM McGladrey July 2005 - August 2007
Skills
Accounting, Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Statements, Finance, General Ledger, Accounts Payable, Analysis, Process Improvement, Budgets, Financial Reporting, Forecasting, Account Reconciliation, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MSA, Accounting
Bentley University 1996 — 2003
B.S., Finance and Accounting
Association of Certified Fraud Examiners
CFE, Certified Fraud Examiner
The Institute of Internal Auditors
CIA, Certified Internal Auditor
Ray Brideau's RSM McGladrey Experience November 1997 - October 2010
Job Ski Instructor at Snowbird Ski and Summer Resort
Industry International Trade and Development
Experience
Snowbird Ski and Summer Resort December 2010 - Present
RSM McGladrey November 1997 - October 2010
Nexia International 1997 - 2004
Arthur Andersen 1996 - 1997
KPMG 1986 - 1996
Ares Serono 1983 - 1986
Skills
Tax, Corporate Tax, Accounting, Mergers, Income Tax, International Tax, Financial Reporting, Due Diligence, Private Equity, Tax Research, Internal Controls, Tax Accounting, CPA, US GAAP, Financial Analysis, GAAP, Financial Statements, Mergers & Acquisitions, Payroll
Education
Bentley University 1985 — 1987
Masters, Taxation
Bentley University 1979 — 1983
Master of Science (MS), Taxation
Snowbird Ski and Summer Resort December 2010 - Present
RSM McGladrey November 1997 - October 2010
Nexia International 1997 - 2004
Arthur Andersen 1996 - 1997
KPMG 1986 - 1996
Ares Serono 1983 - 1986
Skills
Tax, Corporate Tax, Accounting, Mergers, Income Tax, International Tax, Financial Reporting, Due Diligence, Private Equity, Tax Research, Internal Controls, Tax Accounting, CPA, US GAAP, Financial Analysis, GAAP, Financial Statements, Mergers & Acquisitions, Payroll
Education
Bentley University 1985 — 1987
Masters, Taxation
Bentley University 1979 — 1983
Master of Science (MS), Taxation
Loredana Morosanu's RSM McGladrey Experience Manager AssistantChurchill Media1999 - 2001
Job Account Manager at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey Manager AssistantChurchill Media1999 - 2001
Education
1995 — 1999
RSM McGladrey Manager AssistantChurchill Media1999 - 2001
Education
1995 — 1999
Brett Ritchie's RSM McGladrey Experience 1993 - 1996
Job VP & Chief Accounting Officer, WUBS at Western Union
Industry Financial Services
Experience
Western Union July 2011 - Present
Western Union September 2007 - July 2011
Duke Energy Corporation August 2006 - September 2007
Cinergy 2003 - August 2006
Cinergy 1999 - 2003
Crowe Horwath LLP 1996 - 1999
RSM McGladrey 1993 - 1996
Education
Ball State University - College of Business 1990 — 1993
BS, Accounting
Western Union July 2011 - Present
Western Union September 2007 - July 2011
Duke Energy Corporation August 2006 - September 2007
Cinergy 2003 - August 2006
Cinergy 1999 - 2003
Crowe Horwath LLP 1996 - 1999
RSM McGladrey 1993 - 1996
Education
Ball State University - College of Business 1990 — 1993
BS, Accounting
Melanie Hoff's RSM McGladrey Experience September 2005 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
RSM McGladrey September 2005 - Present
McGladrey LLP January 2005 - Present
Goldstein Golub Kessler 2000 - 2007
American Express Tax and Business 2000 - 2005
Skills
SEC filings, Auditing, Accounting, Financial Accounting, General Ledger, GAAP, Financial Reporting, Tax, US GAAP, Sarbanes-Oxley Act, CPA, Accounts Payable, Internal Controls, Income Tax, Corporate Finance, Internal Audit, Financial Analysis, Corporate Tax, Revenue Recognition, External Audit, Tax Accounting, Assurance, Forensic Accounting
Education
Baruch College, City University of New York (CUNY)
Accounting
RSM McGladrey September 2005 - Present
McGladrey LLP January 2005 - Present
Goldstein Golub Kessler 2000 - 2007
American Express Tax and Business 2000 - 2005
Skills
SEC filings, Auditing, Accounting, Financial Accounting, General Ledger, GAAP, Financial Reporting, Tax, US GAAP, Sarbanes-Oxley Act, CPA, Accounts Payable, Internal Controls, Income Tax, Corporate Finance, Internal Audit, Financial Analysis, Corporate Tax, Revenue Recognition, External Audit, Tax Accounting, Assurance, Forensic Accounting
Education
Baruch College, City University of New York (CUNY)
Accounting
Paige McAllister's RSM McGladrey Experience May 2007 - May 2010
Job Owner / HR Consultant at McAllister HR Consulting
Industry Human Resources
Experience
McAllister HR Consulting April 2014 - Present
Affinity HR Group, LLC April 2014 - Present
McAllister Renovation & Design May 2010 - Present
RSM McGladrey May 2007 - May 2010
McGladrey & Pullen May 2007 - May 2010
Oasis Outsourcing February 2000 - March 2007
Oasis Outsourcing 1999 - 2007
Skills
Human Resources, Benefits Administration, HR Consulting, Employee Benefits, Employee Relations, Payroll, HRIS, Recruiting, Leadership, Management, Performance Management, Talent Management
Education
Florida Atlantic University 1997 — 1999
MBA, Business Administration
Auburn University 1987 — 1991
BA, Psychology
Palm Beach Gardens High 1983 — 1987
general studies
McAllister HR Consulting April 2014 - Present
Affinity HR Group, LLC April 2014 - Present
McAllister Renovation & Design May 2010 - Present
RSM McGladrey May 2007 - May 2010
McGladrey & Pullen May 2007 - May 2010
Oasis Outsourcing February 2000 - March 2007
Oasis Outsourcing 1999 - 2007
Skills
Human Resources, Benefits Administration, HR Consulting, Employee Benefits, Employee Relations, Payroll, HRIS, Recruiting, Leadership, Management, Performance Management, Talent Management
Education
Florida Atlantic University 1997 — 1999
MBA, Business Administration
Auburn University 1987 — 1991
BA, Psychology
Palm Beach Gardens High 1983 — 1987
general studies
Brian Repsold's RSM McGladrey Experience April 2005 - July 2011
Job Director Compensation, Benefits, and HRIS at Forsythe Technology, Inc.
Industry Human Resources
Experience
Forsythe Technology, Inc. July 2015 - Present
Verisight, Inc August 2011 - July 2015
RSM McGladrey April 2005 - July 2011
Mercer HR Consulting August 1989 - March 2005
Skills
Employee Relations, HRIS, Employee Benefits, Executive Pay, Retirement Planning, Performance Management, Retirement, Change Management, Management Consulting, Employee Engagement, Defined Benefit, Survey Design, Benchmarking, Performance Benchmarking, Sales Compensation, Incentive Programs, Job Evaluation, Succession Planning, Consulting, Leadership, Organizational...
Education
Bellarmine University 1996 — 1998
MBA, Business
Northwestern University 1990 — 1994
BS, Economics
UW-LaCrosse
Forsythe Technology, Inc. July 2015 - Present
Verisight, Inc August 2011 - July 2015
RSM McGladrey April 2005 - July 2011
Mercer HR Consulting August 1989 - March 2005
Skills
Employee Relations, HRIS, Employee Benefits, Executive Pay, Retirement Planning, Performance Management, Retirement, Change Management, Management Consulting, Employee Engagement, Defined Benefit, Survey Design, Benchmarking, Performance Benchmarking, Sales Compensation, Incentive Programs, Job Evaluation, Succession Planning, Consulting, Leadership, Organizational...
Education
Bellarmine University 1996 — 1998
MBA, Business
Northwestern University 1990 — 1994
BS, Economics
UW-LaCrosse
Elliot Isaac's RSM McGladrey Experience 2005 - November 2011
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey 2005 - Present
RSM McGladrey 2005 - November 2011
Goldstein Golub Kessler LLP 1999 - 2005
Skills
Hedge Funds, Audit, Alternative Investments, Auditing, Private Equity, Tax, SEC filings, Options, Fund Of Funds, Financial Services, Bonds, Income Tax, Trading, Due Diligence
Education
Touro College 1995 — 1999
Rabbinical Academy Mesivta Rabbi Chaim Berlin
McGladrey 2005 - Present
RSM McGladrey 2005 - November 2011
Goldstein Golub Kessler LLP 1999 - 2005
Skills
Hedge Funds, Audit, Alternative Investments, Auditing, Private Equity, Tax, SEC filings, Options, Fund Of Funds, Financial Services, Bonds, Income Tax, Trading, Due Diligence
Education
Touro College 1995 — 1999
Rabbinical Academy Mesivta Rabbi Chaim Berlin
Barry Patrich's RSM McGladrey Experience 2007 - 2008
Job Director at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells March 2008 - Present
Jefferson Wells Corp 2008 - Present
Jefferson Wells Corp 2007 - Present
RSM McGladrey 2007 - 2008
Education
Adelphi University 1966 — 1969
BBA, Accounting
Jefferson Wells March 2008 - Present
Jefferson Wells Corp 2008 - Present
Jefferson Wells Corp 2007 - Present
RSM McGladrey 2007 - 2008
Education
Adelphi University 1966 — 1969
BBA, Accounting
Craig Tomlinson's RSM McGladrey Experience December 2008 - July 2009
Job Assistant Vice President at Cantor Fitzgerald
Industry Accounting
Experience
Cantor Fitzgerald September 2013 - Present
Cantor Fitzgerald August 2012 - Present
Fiduciary Trust Company February 2012 - April 2012
Cohen and Schaeffer, P.C. December 2010 - December 2011
RSM McGladrey December 2008 - July 2009
Marks Paneth & Shron LLP August 2006 - October 2008
elliot horowitz & company llp January 2004 - August 2006
Skills
Tax Research, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax, GAAP, Accounting, Tax Returns, Auditing, QuickBooks, Financial Reporting, ProSystem fx Tax, Financial Accounting, Partnership Taxation
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2002
BBA, Accounting
Cantor Fitzgerald September 2013 - Present
Cantor Fitzgerald August 2012 - Present
Fiduciary Trust Company February 2012 - April 2012
Cohen and Schaeffer, P.C. December 2010 - December 2011
RSM McGladrey December 2008 - July 2009
Marks Paneth & Shron LLP August 2006 - October 2008
elliot horowitz & company llp January 2004 - August 2006
Skills
Tax Research, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax, GAAP, Accounting, Tax Returns, Auditing, QuickBooks, Financial Reporting, ProSystem fx Tax, Financial Accounting, Partnership Taxation
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2002
BBA, Accounting
James Sorenson's RSM McGladrey Experience August 2006 - December 2006
Job Sr Financial Analyst at Wolters Kluwer Financial Services
Industry Law Practice
Experience
Wolters Kluwer Financial Services August 2015 - Present
Faegre Baker Daniels LLP November 2010 - August 2015
Thomson Reuters December 2006 - November 2010
RSM McGladrey August 2006 - December 2006
Target November 2004 - August 2006
Target August 2000 - November 2004
Skills
Financial Analysis, New Business Development, Business Analysis, Financial Reporting, Project Planning, Finance, Forecasting, Strategic Planning, Budgets, Analysis, Business Process..., Risk Management, Process Improvement
Education
Augsburg College 2007 — 2009
MBA
University of Minnesota-Twin Cities 2000 — 2004
BA, Economics, Finance
Wolters Kluwer Financial Services August 2015 - Present
Faegre Baker Daniels LLP November 2010 - August 2015
Thomson Reuters December 2006 - November 2010
RSM McGladrey August 2006 - December 2006
Target November 2004 - August 2006
Target August 2000 - November 2004
Skills
Financial Analysis, New Business Development, Business Analysis, Financial Reporting, Project Planning, Finance, Forecasting, Strategic Planning, Budgets, Analysis, Business Process..., Risk Management, Process Improvement
Education
Augsburg College 2007 — 2009
MBA
University of Minnesota-Twin Cities 2000 — 2004
BA, Economics, Finance
Raju Karki, CPA, CGMA, MSIS's RSM McGladrey Experience August 2009 - October 2010
Job Managing Partner at Karki & Company
Industry Accounting
Experience
Karki & Company January 2013 - Present
BDO USA, LLP October 2010 - January 2013
RSM McGladrey August 2009 - October 2010
NeoSystems Corp 2008 - 2009
Computer Science Corporation May 2005 - April 2007
Various Company 1998 - 2005
Skills
Cognos, Costpoint, Impromptu, Government Contract..., CAS, Deltek, Microsoft SQL Server, Oracle SQL, DCAA, SQL, General Ledger, Accounts Payable, Oracle, Government Accounting, ERP, Accounting, Accounts Receivable, GAAP, Cost Accounting, Financial Reporting, Financial Forecasting, Integration, Sarbanes-Oxley Act, Account Reconciliation, QuickBooks, Internal Controls, Invoicing, Government Contracting, Project Management, Financial Statements, Access, Analysis, Auditing, Software Implementation
Education
George Mason University 2012 — 2015
Masters in Information Systems, Volgenau School of Engineering
American University - Kogod School of Business 2006 — 2009
MSA, Accounting
Strayer University (VA) 1998 — 2001
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Tribhuvan Vishwavidalaya 1994 — 1997
Bachelor of Commerce (B.Com.), Accounting
Karki & Company January 2013 - Present
BDO USA, LLP October 2010 - January 2013
RSM McGladrey August 2009 - October 2010
NeoSystems Corp 2008 - 2009
Computer Science Corporation May 2005 - April 2007
Various Company 1998 - 2005
Skills
Cognos, Costpoint, Impromptu, Government Contract..., CAS, Deltek, Microsoft SQL Server, Oracle SQL, DCAA, SQL, General Ledger, Accounts Payable, Oracle, Government Accounting, ERP, Accounting, Accounts Receivable, GAAP, Cost Accounting, Financial Reporting, Financial Forecasting, Integration, Sarbanes-Oxley Act, Account Reconciliation, QuickBooks, Internal Controls, Invoicing, Government Contracting, Project Management, Financial Statements, Access, Analysis, Auditing, Software Implementation
Education
George Mason University 2012 — 2015
Masters in Information Systems, Volgenau School of Engineering
American University - Kogod School of Business 2006 — 2009
MSA, Accounting
Strayer University (VA) 1998 — 2001
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Tribhuvan Vishwavidalaya 1994 — 1997
Bachelor of Commerce (B.Com.), Accounting
Elif Gol's RSM McGladrey Experience October 2007 - October 2012
Job Consultant
Industry Accounting
Experience
BDO USA, LLP September 2012 - Present
RSM McGladrey October 2007 - October 2012
Concord Global Trading March 2006 - October 2007
Wayne T. Muratore CPA September 2005 - March 2006
Skills
Auditing, SOX, Compliance, Internal Controls, Internal Audit, Audit, Accounting
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BDO USA, LLP September 2012 - Present
RSM McGladrey October 2007 - October 2012
Concord Global Trading March 2006 - October 2007
Wayne T. Muratore CPA September 2005 - March 2006
Skills
Auditing, SOX, Compliance, Internal Controls, Internal Audit, Audit, Accounting
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Keith LeBlanc, CPA's RSM McGladrey Experience November 2005 - October 2009
Job Manager at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP December 2013 - Present
Novogradac & Company LLP October 2009 - December 2013
RSM McGladrey November 2005 - October 2009
First Winthrop Corp 2001 - 2005
Ernst & Young 2000 - 2001
Reznick Group 1998 - 2000
reznick 1998 - 2000
Skills
Tax, Accounting, Auditing, GAAP, CPA, Financial Analysis, Financial Reporting, Due Diligence, Partnership Taxation, Corporate Tax, Internal Controls, US GAAP, Real Estate, Income Tax, Financial Modeling, Tax Preparation, Tax Accounting, General Ledger, Tax Returns, Tax Research, Financial Accounting, Financial Statements, SEC filings, QuickBooks
Education
Bentley University 1994 — 1998
BS, Accountacy
St. John's Prep 1990 — 1994
degree, liberal arts
Edelstein & Company LLP December 2013 - Present
Novogradac & Company LLP October 2009 - December 2013
RSM McGladrey November 2005 - October 2009
First Winthrop Corp 2001 - 2005
Ernst & Young 2000 - 2001
Reznick Group 1998 - 2000
reznick 1998 - 2000
Skills
Tax, Accounting, Auditing, GAAP, CPA, Financial Analysis, Financial Reporting, Due Diligence, Partnership Taxation, Corporate Tax, Internal Controls, US GAAP, Real Estate, Income Tax, Financial Modeling, Tax Preparation, Tax Accounting, General Ledger, Tax Returns, Tax Research, Financial Accounting, Financial Statements, SEC filings, QuickBooks
Education
Bentley University 1994 — 1998
BS, Accountacy
St. John's Prep 1990 — 1994
degree, liberal arts
Jennifer Presnell, CPA's RSM McGladrey Experience January 2001 - December 2011
Job Controller at REEDS Jewelers
Industry Accounting
Experience
REEDS Jewelers April 2013 - Present
REEDS Jewelers November 2012 - April 2013
McGladrey LLP January 2001 - October 2012
RSM McGladrey January 2001 - December 2011
Tate & Tryon September 1998 - November 2000
Langan Associates, PC January 1997 - August 1998
Skills
Nonprofit Consulting, Tax, Accounting, Non-profits, Financial Analysis, Budgeting, Income Tax, Tax Preparation, Mergers & Acquisitions, Budgets, Accounts Payable, Management Consulting, CPA, Nonprofits, Corporate Tax, Tax Returns, Tax Research, GAAP, Financial Reporting, Management, Tax Accounting, US GAAP
Education
American University - Kogod School of Business 1995 — 1996
MS, Taxation
North Carolina State University - College of Management 1991 — 1995
BA, Economics & Accounting
REEDS Jewelers April 2013 - Present
REEDS Jewelers November 2012 - April 2013
McGladrey LLP January 2001 - October 2012
RSM McGladrey January 2001 - December 2011
Tate & Tryon September 1998 - November 2000
Langan Associates, PC January 1997 - August 1998
Skills
Nonprofit Consulting, Tax, Accounting, Non-profits, Financial Analysis, Budgeting, Income Tax, Tax Preparation, Mergers & Acquisitions, Budgets, Accounts Payable, Management Consulting, CPA, Nonprofits, Corporate Tax, Tax Returns, Tax Research, GAAP, Financial Reporting, Management, Tax Accounting, US GAAP
Education
American University - Kogod School of Business 1995 — 1996
MS, Taxation
North Carolina State University - College of Management 1991 — 1995
BA, Economics & Accounting
Jennifer Behn's RSM McGladrey Experience 2006 - 2007
Job International Transportation Supervisor at Deere & Co.
Industry International Trade and Development
Experience
John Deere April 2015 - Present
John Deere June 2012 - Present
The HON Company September 2010 - May 2012
HNI Corp. September 2007 - September 2010
RSM McGladrey 2006 - 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Financial Accounting, Account Reconciliation, Auditing, Accounts Payable, Financial Modeling, Fixed Assets, Internal Audit
Education
Western Illinois University 2007 — 2009
MBA, International Business
Augustana College 2001 — 2004
B.A., Accounting, Business Admin.
John Deere April 2015 - Present
John Deere June 2012 - Present
The HON Company September 2010 - May 2012
HNI Corp. September 2007 - September 2010
RSM McGladrey 2006 - 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Financial Accounting, Account Reconciliation, Auditing, Accounts Payable, Financial Modeling, Fixed Assets, Internal Audit
Education
Western Illinois University 2007 — 2009
MBA, International Business
Augustana College 2001 — 2004
B.A., Accounting, Business Admin.
Tulsi Somai, CPA, MST's RSM McGladrey Experience November 2009 - April 2012
Job Accountant at National Grid
Industry Utilities
Experience
National Grid February 2013 - Present
RSM McGladrey November 2009 - April 2012
WestPoint Stevens May 2007 - October 2009
KARI-OUT COMPANIES February 2006 - May 2007
Skills
Auditing, Microsoft Excel, Payroll, Cost Accounting, Fixed Assets, Financial Reporting, Accounting, Tax, Tax Research, Variance Analysis, QuickBooks, Tax Preparation, Financial Planners, Income Tax, Financial Analysis, Financial Accounting, General Ledger, Internal Controls, Account Reconciliation, Corporate Tax
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (MS), Computer and Information Sciences and Support Services
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Taxation
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Accounting
National Grid February 2013 - Present
RSM McGladrey November 2009 - April 2012
WestPoint Stevens May 2007 - October 2009
KARI-OUT COMPANIES February 2006 - May 2007
Skills
Auditing, Microsoft Excel, Payroll, Cost Accounting, Fixed Assets, Financial Reporting, Accounting, Tax, Tax Research, Variance Analysis, QuickBooks, Tax Preparation, Financial Planners, Income Tax, Financial Analysis, Financial Accounting, General Ledger, Internal Controls, Account Reconciliation, Corporate Tax
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (MS), Computer and Information Sciences and Support Services
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Taxation
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Accounting
Karen Peyton's RSM McGladrey Experience February 2009 - Present
Job Senior Tax Processing Specialist at McGladrey
Industry Financial Services
Experience
Team Beachbody September 2012 - Present
Team Beachbody August 2012 - Present
RSM McGladrey February 2009 - Present
McGladrey January 2009 - Present
Skills
Fitness, Coaching, Public Speaking, Leadership, Event Management, Small Business, Weight Training, Event Planning, Training, Time Management, Team Building, Leadership Development, Social Networking, Fundraising, Marketing, Customer Service
Education
Benedictine University 1982 — 1986
BA, Elementary Education/History
Benedictine University 1982 — 1986
Bachelor of Arts (BA), Elementary Education and Teaching
Team Beachbody September 2012 - Present
Team Beachbody August 2012 - Present
RSM McGladrey February 2009 - Present
McGladrey January 2009 - Present
Skills
Fitness, Coaching, Public Speaking, Leadership, Event Management, Small Business, Weight Training, Event Planning, Training, Time Management, Team Building, Leadership Development, Social Networking, Fundraising, Marketing, Customer Service
Education
Benedictine University 1982 — 1986
BA, Elementary Education/History
Benedictine University 1982 — 1986
Bachelor of Arts (BA), Elementary Education and Teaching
Jessica Qingyu Zhang's RSM McGladrey Experience January 2005 - February 2007
Job Account Manager Private Equity at BNY Mellon
Industry Financial Services
Experience
The Bank of New York February 2007 - Present
RSM McGladrey January 2005 - February 2007
J.H. Cohn LLP January 2000 - December 2004
T & T Pro Inc. / Around Asia Filing & Tax Center (PRIOR TO GRADUATION) June 1998 - August 1998
Choy&Co Certified Public Accountants / L&C Associates EastBroadway Corporation (PRIOR TO GRADUATION) January 1997 - May 1997
Skills
Accounting, Internal Controls, General Ledger, Accounts Payable, Financial Statements, Auditing, Accounts Receivable, Journal Entries, NAV, Private Equity, Capital Allocation, Investor Reporting
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BA
The Bank of New York February 2007 - Present
RSM McGladrey January 2005 - February 2007
J.H. Cohn LLP January 2000 - December 2004
T & T Pro Inc. / Around Asia Filing & Tax Center (PRIOR TO GRADUATION) June 1998 - August 1998
Choy&Co Certified Public Accountants / L&C Associates EastBroadway Corporation (PRIOR TO GRADUATION) January 1997 - May 1997
Skills
Accounting, Internal Controls, General Ledger, Accounts Payable, Financial Statements, Auditing, Accounts Receivable, Journal Entries, NAV, Private Equity, Capital Allocation, Investor Reporting
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BA
Rebecca Balerini's RSM McGladrey Experience September 2008 - May 2011
Job Bookkeeper at Provident Financial Management
Industry Financial Services
Experience
Provident Financial Management April 1999 - Present
RSM Mcgladrey September 2008 - May 2011
The Hebrew University- Dr. Joseph Yanai October 1999 - September 2002
Azusa Pacific University September 1996 - May 1997
Skills
Datafaction Accounting..., Excel, City National Bank...
Education
The Hebrew University 1999 — 2003
Masters, Biblical Studies
Azusa Pacific University 1994 — 1998
B.A., Biblical Studies
Provident Financial Management April 1999 - Present
RSM Mcgladrey September 2008 - May 2011
The Hebrew University- Dr. Joseph Yanai October 1999 - September 2002
Azusa Pacific University September 1996 - May 1997
Skills
Datafaction Accounting..., Excel, City National Bank...
Education
The Hebrew University 1999 — 2003
Masters, Biblical Studies
Azusa Pacific University 1994 — 1998
B.A., Biblical Studies
Megan Robinson, CPA's RSM McGladrey Experience January 2007 - April 2007
Job
Industry Accounting
Experience
UHY Advisors, Inc December 2012 - Present
Abeles & Hoffman, P.C. November 2010 - September 2012
UHY Advisors, Inc July 2008 - November 2010
Huckfeldt & Smith, PLC August 2007 - June 2008
RSM McGladrey January 2007 - April 2007
John Deere & Company June 2006 - September 2006
Skills
Tax Preparation, Tax Research, State Taxation, ProSystem fx Tax
Education
Augustana College 2003 — 2007
BA
UHY Advisors, Inc December 2012 - Present
Abeles & Hoffman, P.C. November 2010 - September 2012
UHY Advisors, Inc July 2008 - November 2010
Huckfeldt & Smith, PLC August 2007 - June 2008
RSM McGladrey January 2007 - April 2007
John Deere & Company June 2006 - September 2006
Skills
Tax Preparation, Tax Research, State Taxation, ProSystem fx Tax
Education
Augustana College 2003 — 2007
BA
Kyle Martling's RSM McGladrey Experience 2001 - 2007
Job Facilities Services Professional
Industry Facilities Services
Experience
Randstad December 2008 - October 2011
Pitney Bowes Management Services December 2001 - January 2008
Pitney Bowes 2001 - 2008
RSM McGladrey 2001 - 2007
Archer Management Services May 1997 - December 2000
Ernst & Young January 1992 - May 1997
Education
Bergen Community College 1983 — 1985
Business
Dwight Morrow High School 1977 — 1981
Randstad December 2008 - October 2011
Pitney Bowes Management Services December 2001 - January 2008
Pitney Bowes 2001 - 2008
RSM McGladrey 2001 - 2007
Archer Management Services May 1997 - December 2000
Ernst & Young January 1992 - May 1997
Education
Bergen Community College 1983 — 1985
Business
Dwight Morrow High School 1977 — 1981
Nicolette Warren, CPA, MBA's RSM McGladrey Experience December 2004 - July 2010
Job Director Internal Audit at Regal Beloit Corporation
Industry Accounting
Experience
Regal Beloit Corporation May 2015 - Present
Regal Beloit September 2013 - May 2015
Kiswaukee College January 2014 - August 2014
Regal Beloit Corporation October 2012 - September 2013
College of DuPage August 2012 - June 2013
Crowe Horwath LLP October 2011 - September 2012
RSM McGladrey December 2004 - July 2010
BDO USA, LLP October 2003 - December 2004
Crowe Horwath LLP September 2001 - September 2003
Skills
Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, External Audit, Financial Accounting, Financial Reporting, Tax, US GAAP, Enterprise Risk..., College Teaching, Cost Accounting, Organizational..., Organizational Behavior, Leading Organizational..., Financial Analysis, Sarbanes-Oxley, Risk Assessment, Change Management
Education
University of Wisconsin-Madison 2014 — 2014
Executive Leadership Program (ELP), Executive Development Wisconsin School of Business
Ashford University 2009 — 2010
MBA, Organizational Leadership
Northern Illinois University - College of Business 1998 — 2001
BS, Accountancy
Regal Beloit Corporation May 2015 - Present
Regal Beloit September 2013 - May 2015
Kiswaukee College January 2014 - August 2014
Regal Beloit Corporation October 2012 - September 2013
College of DuPage August 2012 - June 2013
Crowe Horwath LLP October 2011 - September 2012
RSM McGladrey December 2004 - July 2010
BDO USA, LLP October 2003 - December 2004
Crowe Horwath LLP September 2001 - September 2003
Skills
Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, External Audit, Financial Accounting, Financial Reporting, Tax, US GAAP, Enterprise Risk..., College Teaching, Cost Accounting, Organizational..., Organizational Behavior, Leading Organizational..., Financial Analysis, Sarbanes-Oxley, Risk Assessment, Change Management
Education
University of Wisconsin-Madison 2014 — 2014
Executive Leadership Program (ELP), Executive Development Wisconsin School of Business
Ashford University 2009 — 2010
MBA, Organizational Leadership
Northern Illinois University - College of Business 1998 — 2001
BS, Accountancy
Israel Husarsky, CPA, MST's RSM McGladrey Experience December 2007 - November 2010
Job Financial Services Tax Manager at Deloitte
Industry Investment Management
Experience
Deloitte August 2014 - Present
First New York Securities November 2010 - March 2014
RSM McGladrey December 2007 - November 2010
The Schonbraun McCann Group October 2006 - August 2007
Grant Thornton March 2004 - October 2006
Skills
Tax Research, Partnership Taxation, Tax Returns, Hedge Funds, Tax Compliance, Retirement Planning, Investments, Income Tax, International Tax, High Net Worth..., Tax, Private Equity, Auditing, Tax Accounting, Financial Reporting, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MS, Taxation, 3.9
Touro College 1997 — 2000
Bachelors, Accounting, 3.9
Deloitte August 2014 - Present
First New York Securities November 2010 - March 2014
RSM McGladrey December 2007 - November 2010
The Schonbraun McCann Group October 2006 - August 2007
Grant Thornton March 2004 - October 2006
Skills
Tax Research, Partnership Taxation, Tax Returns, Hedge Funds, Tax Compliance, Retirement Planning, Investments, Income Tax, International Tax, High Net Worth..., Tax, Private Equity, Auditing, Tax Accounting, Financial Reporting, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MS, Taxation, 3.9
Touro College 1997 — 2000
Bachelors, Accounting, 3.9
Christie Wood's RSM McGladrey Experience June 2008 - March 2009
Job Graduate Student, Master's Counseling
Industry Individual & Family Services
Experience
Liberty University June 2009 - Present
RSM McGladrey June 2008 - March 2009
Education
Appalachian State University 2007 — 2008
BSBA, Accounting
Liberty University June 2009 - Present
RSM McGladrey June 2008 - March 2009
Education
Appalachian State University 2007 — 2008
BSBA, Accounting
Jason Odom, CFA's RSM McGladrey Experience June 2009 - April 2010
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
PIMCO August 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
PIMCO June 2014 - August 2014
PIMCO January 2012 - July 2013
PIMCO April 2010 - January 2012
RSM McGladrey June 2009 - April 2010
Trust Company of the West May 2008 - August 2008
Edward Jones August 2007 - December 2007
Wachovia Securities Financial Network May 2006 - September 2006
Education
Azusa Pacific University 2005 — 2009
Bachelor of Science, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
PIMCO August 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
PIMCO June 2014 - August 2014
PIMCO January 2012 - July 2013
PIMCO April 2010 - January 2012
RSM McGladrey June 2009 - April 2010
Trust Company of the West May 2008 - August 2008
Edward Jones August 2007 - December 2007
Wachovia Securities Financial Network May 2006 - September 2006
Education
Azusa Pacific University 2005 — 2009
Bachelor of Science, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Richard Noonan's RSM McGladrey Experience December 2003 - April 2010
Job at LHarris Partners
Industry Accounting
Experience
LHarris Partners February 2011 - Present
RSM McGladrey December 2003 - April 2010
Xerox Corporation 2001 - 2003
Xerox Corporation 1999 - 2001
Xerox Corporation 1997 - 1999
Xerox Corporation 1995 - 1997
Xerox Corporation 1992 - 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1973 — 1975
MBA, Business
Isenberg School of Management, UMass Amherst 1968 — 1972
BBA, Business
LHarris Partners February 2011 - Present
RSM McGladrey December 2003 - April 2010
Xerox Corporation 2001 - 2003
Xerox Corporation 1999 - 2001
Xerox Corporation 1997 - 1999
Xerox Corporation 1995 - 1997
Xerox Corporation 1992 - 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1973 — 1975
MBA, Business
Isenberg School of Management, UMass Amherst 1968 — 1972
BBA, Business
Don Hong, CPA's RSM McGladrey Experience October 2004 - September 2005
Job Senior Tax Manager at Utilities Inc.
Industry Utilities
Experience
Utilities Inc. March 2015 - Present
AAR CORP. November 2012 - February 2015
AAR CORP. January 2006 - November 2012
RSM McGladrey October 2004 - September 2005
Deloitte July 1996 - May 2004
Skills
Tax Accounting, Tax Preparation, Tax Returns, Corporate Tax, US Tax, State Tax, Fixed Assets, International Tax, Partnership Taxation, Tax Research, Income Tax, Tax, Payroll Taxes, Expatriate Tax, Employee Benefits, Hyperion Enterprise, Account Reconciliation, US GAAP, Auditing, Accounting, Statutory Accounting, Financial Reporting, Big 4, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MST, Taxation
University of Guam 1992 — 1994
BBA, Accounting
Creighton University 1988 — 1992
BA, Theology
Utilities Inc. March 2015 - Present
AAR CORP. November 2012 - February 2015
AAR CORP. January 2006 - November 2012
RSM McGladrey October 2004 - September 2005
Deloitte July 1996 - May 2004
Skills
Tax Accounting, Tax Preparation, Tax Returns, Corporate Tax, US Tax, State Tax, Fixed Assets, International Tax, Partnership Taxation, Tax Research, Income Tax, Tax, Payroll Taxes, Expatriate Tax, Employee Benefits, Hyperion Enterprise, Account Reconciliation, US GAAP, Auditing, Accounting, Statutory Accounting, Financial Reporting, Big 4, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MST, Taxation
University of Guam 1992 — 1994
BBA, Accounting
Creighton University 1988 — 1992
BA, Theology
David Click's RSM McGladrey Experience DirectorRSM McGladrey2007 - 2009
Job Director at RSM McGladrey
Industry Legal Services
Experience
RSM McGladrey DirectorRSM McGladrey2007 - 2009
KPMG 2000 - 2007
PWC 1995 - 2000
Education
Boston University School of Law 1999 — 2001
LLM, Tax
American University Washington College of Law 1980 — 1983
JD, Law
University of California, Los Angeles 1976 — 1978
B.A., History
Brookhaven High School 1972 — 1974
RSM McGladrey DirectorRSM McGladrey2007 - 2009
KPMG 2000 - 2007
PWC 1995 - 2000
Education
Boston University School of Law 1999 — 2001
LLM, Tax
American University Washington College of Law 1980 — 1983
JD, Law
University of California, Los Angeles 1976 — 1978
B.A., History
Brookhaven High School 1972 — 1974
Laya Pant, CPA's RSM McGladrey Experience September 2008 - October 2010
Job Senior Tax Associate at Dixon Hughes PLLC
Industry Accounting
Experience
Dixon Hughes Goodman LLP October 2010 - Present
RSM McGladrey September 2008 - October 2010
HDFC Standard Life Insurance June 2003 - January 2005
Ernst & Young July 2000 - February 2001
Education
American Institute of Certified Public Accountants 2009 — 2009
CPA
University of North Florida - College of Business Administration 2007 — 2008
MAcc, Accounting
University of Mumbai 2001 — 2003
MBA, Finance
R. A. Podar College of Commerce & Economics 1997 — 2000
B. Com, Financial Accounting and Computer Application
Atomic Energy Central School
Dixon Hughes Goodman LLP October 2010 - Present
RSM McGladrey September 2008 - October 2010
HDFC Standard Life Insurance June 2003 - January 2005
Ernst & Young July 2000 - February 2001
Education
American Institute of Certified Public Accountants 2009 — 2009
CPA
University of North Florida - College of Business Administration 2007 — 2008
MAcc, Accounting
University of Mumbai 2001 — 2003
MBA, Finance
R. A. Podar College of Commerce & Economics 1997 — 2000
B. Com, Financial Accounting and Computer Application
Atomic Energy Central School
Diane Bingaman's RSM McGladrey Experience 2006 - 2008
Job Assistant Professor SMU
Industry Higher Education
Experience
Saint Martin's University September 2009 - Present
Diane Bingaman CPA LLC October 2013 - Present
TwinStar Credit Union 2012 - 2015
TwinStar Credit Union 2012 - 2015
Armour Vickerman, PLLC September 2009 - September 2013
South Puget Sound Habitat for Humanity August 2008 - June 2013
Cool Jazz Clean Water 2008 - 2012
RSM McGladrey 2006 - 2008
Skills
Corporate Tax, Tax, Nonprofits, Accounting, Tax Preparation, QuickBooks, Financial Accounting, Income Tax, CPA, Small Business, Fundraising, Strategic Planning, Accounts Receivable, Microsoft Office, Analysis, Leadership, Investments, Cost Accounting, Managerial Finance, Customer Service, Payroll, Cash Flow, Account Reconciliation, Financial Reporting, Event Planning
Education
Belmont University - Jack C. Massey Graduate School of Business 1997 — 1999
MACC, Accounting
University of Mary-Hardin Baylor 1982 — 1983
BA, Finance/Economics
Saint Martin's University
Saint Martin's University September 2009 - Present
Diane Bingaman CPA LLC October 2013 - Present
TwinStar Credit Union 2012 - 2015
TwinStar Credit Union 2012 - 2015
Armour Vickerman, PLLC September 2009 - September 2013
South Puget Sound Habitat for Humanity August 2008 - June 2013
Cool Jazz Clean Water 2008 - 2012
RSM McGladrey 2006 - 2008
Skills
Corporate Tax, Tax, Nonprofits, Accounting, Tax Preparation, QuickBooks, Financial Accounting, Income Tax, CPA, Small Business, Fundraising, Strategic Planning, Accounts Receivable, Microsoft Office, Analysis, Leadership, Investments, Cost Accounting, Managerial Finance, Customer Service, Payroll, Cash Flow, Account Reconciliation, Financial Reporting, Event Planning
Education
Belmont University - Jack C. Massey Graduate School of Business 1997 — 1999
MACC, Accounting
University of Mary-Hardin Baylor 1982 — 1983
BA, Finance/Economics
Saint Martin's University
geoffrey wold's RSM McGladrey Experience March 1985 - May 1999
Job Partners at LBL Technology Partners
Industry Information Technology and Services
Experience
LBL Technology Partners September 1999 - Present
RSM McGladrey March 1985 - May 1999
Skills
IT Audit, Management Consulting, Information Technology, Governance, Business Process, Enterprise Risk..., IT Strategy, Business Process..., CISA, Auditing, Process Improvement, Business Intelligence, Business Continuity, Internal Audit, IT Auditing, Sarbanes-Oxley Act, COBIT, Risk Management, Information Security..., Internal Controls, IT Management, Information Security, Strategic Planning
Education
Augustana College (SD)
Bachelor’s Degree, Mathematics and Accounting
University of South Dakota
MBA, Finance and Information Technology
LBL Technology Partners September 1999 - Present
RSM McGladrey March 1985 - May 1999
Skills
IT Audit, Management Consulting, Information Technology, Governance, Business Process, Enterprise Risk..., IT Strategy, Business Process..., CISA, Auditing, Process Improvement, Business Intelligence, Business Continuity, Internal Audit, IT Auditing, Sarbanes-Oxley Act, COBIT, Risk Management, Information Security..., Internal Controls, IT Management, Information Security, Strategic Planning
Education
Augustana College (SD)
Bachelor’s Degree, Mathematics and Accounting
University of South Dakota
MBA, Finance and Information Technology
Natalie Vick Glusman's RSM McGladrey Experience April 2008 - March 2010
Job Credit Manager at Kempler & Co., Inc.
Industry Accounting
Experience
Grateful Yoga and Fitness September 2012 - Present
Kempler & Co., Inc. February 2012 - Present
Lansing Trade Group, LLC March 2010 - February 2012
RSM McGladrey April 2008 - March 2010
Enturia September 2005 - April 2008
Kansas City Chiefs Football Club 2002 - 2006
Skills
Financial Analysis, Financial Reporting, Credit, Budgeting, Budgets, Risk Management, Auditing, Analysis, Cash Flow, Credit Risk, Team Building, Sales, Business Planning, Accounts Receivable, Management, Leadership, Negotiation, Strategic Planning, Internal Controls
Education
Avila University 2005 — 2007
Masters of Business Administration, Finance
The University of Kansas 2001 — 2004
Bachelor of General Studies, Communication Studies
Grateful Yoga and Fitness September 2012 - Present
Kempler & Co., Inc. February 2012 - Present
Lansing Trade Group, LLC March 2010 - February 2012
RSM McGladrey April 2008 - March 2010
Enturia September 2005 - April 2008
Kansas City Chiefs Football Club 2002 - 2006
Skills
Financial Analysis, Financial Reporting, Credit, Budgeting, Budgets, Risk Management, Auditing, Analysis, Cash Flow, Credit Risk, Team Building, Sales, Business Planning, Accounts Receivable, Management, Leadership, Negotiation, Strategic Planning, Internal Controls
Education
Avila University 2005 — 2007
Masters of Business Administration, Finance
The University of Kansas 2001 — 2004
Bachelor of General Studies, Communication Studies
Shawna Blomkvist's RSM McGladrey Experience January 2011 - May 2012
Job Tax Manager at Clariant Corporation
Industry Chemicals
Experience
Clariant Corporation May 2012 - Present
RSM McGladrey January 2011 - May 2012
The Siegfried Group June 2010 - January 2011
Lance, Inc August 2008 - May 2010
Dixon Hughes, PLLC December 2005 - August 2008
Grant Thornton, PLLC October 2004 - December 2005
Ecom Atlantic, Inc June 2003 - October 2004
Centex Corporation August 2001 - June 2003
BDO Seidman January 2001 - August 2001
Education
Baylor University 1999 — 2001
B.B.A, Accounting
The University of Texas at Austin
Clariant Corporation May 2012 - Present
RSM McGladrey January 2011 - May 2012
The Siegfried Group June 2010 - January 2011
Lance, Inc August 2008 - May 2010
Dixon Hughes, PLLC December 2005 - August 2008
Grant Thornton, PLLC October 2004 - December 2005
Ecom Atlantic, Inc June 2003 - October 2004
Centex Corporation August 2001 - June 2003
BDO Seidman January 2001 - August 2001
Education
Baylor University 1999 — 2001
B.B.A, Accounting
The University of Texas at Austin
Renee Kimbrough, MBA's RSM McGladrey Experience September 2005 - May 2006
Job Financial/Accounting Project Manager
Industry Financial Services
Experience
Quattro FPO Solutions March 2015 - Present
General Growth Properties July 2011 - January 2015
Accretive Health November 2006 - July 2011
RSM McGladrey September 2005 - May 2006
National Opinion Research Center August 2004 - August 2005
RSM McGladrey January 2001 - July 2004
NovaMed Eyecare, Inc April 2000 - October 2000
Smith Bucklin & Associates March 1998 - April 2000
Skills
General Ledger, Accounts Receivable, Financial Reporting, Reconciliation, Accounting, Billing, Reconciliations, Cash, Fixed Assets, Account Reconciliation, Quickbooks, Accruals, Lawson, Accounts Payable, Internal Controls, Journal Entries, Payroll, Cash Management, Payroll Processing, Spreadsheets, Bookkeeping, Invoicing, Excel, Great Plains, JD Edwards, Variance Analysis, Balance, SOX, GAAP, QuickBooks, Microsoft Excel, Financial Analysis, Finance
Education
Microtrain Technologies 2015 — 2015
CAPM Certification Candidate, Project Management
Benedictine University 2006 — 2008
Masters, Business Administration; Financial Management
Robert Morris University - Illinois 1994 — 1999
Bachelors, Business Administration; Business Administration; Accounting
Western Illinois University 1992 — 1993
Political Science and Government
Hyde Park 1988 — 1992
High School Diploma, General Studies
Quattro FPO Solutions March 2015 - Present
General Growth Properties July 2011 - January 2015
Accretive Health November 2006 - July 2011
RSM McGladrey September 2005 - May 2006
National Opinion Research Center August 2004 - August 2005
RSM McGladrey January 2001 - July 2004
NovaMed Eyecare, Inc April 2000 - October 2000
Smith Bucklin & Associates March 1998 - April 2000
Skills
General Ledger, Accounts Receivable, Financial Reporting, Reconciliation, Accounting, Billing, Reconciliations, Cash, Fixed Assets, Account Reconciliation, Quickbooks, Accruals, Lawson, Accounts Payable, Internal Controls, Journal Entries, Payroll, Cash Management, Payroll Processing, Spreadsheets, Bookkeeping, Invoicing, Excel, Great Plains, JD Edwards, Variance Analysis, Balance, SOX, GAAP, QuickBooks, Microsoft Excel, Financial Analysis, Finance
Education
Microtrain Technologies 2015 — 2015
CAPM Certification Candidate, Project Management
Benedictine University 2006 — 2008
Masters, Business Administration; Financial Management
Robert Morris University - Illinois 1994 — 1999
Bachelors, Business Administration; Business Administration; Accounting
Western Illinois University 1992 — 1993
Political Science and Government
Hyde Park 1988 — 1992
High School Diploma, General Studies
Solomon Suleymanov's RSM McGladrey Experience January 2009 - September 2010
Job J.D., LLM in Tax (expected), CPA
Industry Legal Services
Experience
NYS Attorney General's Office , Investor Protection Bureau September 2012 - December 2012
NYS Attorney General's Office, Medicaid Fraud Control Unit June 2012 - August 2012
Mintz & Fraade, P.C. January 2012 - May 2012
RSM McGladrey January 2009 - September 2010
UBS September 2007 - December 2007
ING Clarion 2007 - 2007
Skills
Legal Research, Legal Writing, Westlaw, Tax, Bankruptcy, Corporate Law, Corporate Governance, Securities Regulation, Tax Law
Education
New York University School of Law 2014 — 2015
Master of Laws (LLM), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
JD, Corporate Law and Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA, Accounting
NYS Attorney General's Office , Investor Protection Bureau September 2012 - December 2012
NYS Attorney General's Office, Medicaid Fraud Control Unit June 2012 - August 2012
Mintz & Fraade, P.C. January 2012 - May 2012
RSM McGladrey January 2009 - September 2010
UBS September 2007 - December 2007
ING Clarion 2007 - 2007
Skills
Legal Research, Legal Writing, Westlaw, Tax, Bankruptcy, Corporate Law, Corporate Governance, Securities Regulation, Tax Law
Education
New York University School of Law 2014 — 2015
Master of Laws (LLM), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
JD, Corporate Law and Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA, Accounting
Matt Schanz, CPA's RSM McGladrey Experience 2007 - 2008
Job Cornerstone Wealth Management
Industry Accounting
Experience
Cornerstone Wealth Management July 2014 - Present
Hughes Pittman & Gupton LLP January 2013 - July 2014
Blackman & Sloop, CPAs, P.A. January 2010 - January 2013
RSM McGladrey 2007 - 2008
Education
Appalachian State University 2009 — 2009
Masters, Accounting
University of North Carolina at Wilmington 2004 — 2008
Bachelors, Accounting; Finance
Cornerstone Wealth Management July 2014 - Present
Hughes Pittman & Gupton LLP January 2013 - July 2014
Blackman & Sloop, CPAs, P.A. January 2010 - January 2013
RSM McGladrey 2007 - 2008
Education
Appalachian State University 2009 — 2009
Masters, Accounting
University of North Carolina at Wilmington 2004 — 2008
Bachelors, Accounting; Finance
Ted Welch's RSM McGladrey Experience November 1999 - August 2001
Job Consulting Supervisor at McGladrey LLP
Industry Computer Software
Experience
McGladrey October 2011 - Present
Tectura March 2005 - September 2011
5 and Diner Franchise Corp January 2004 - February 2005
Focal Solutions August 2001 - December 2003
RSM McGladrey November 1999 - August 2001
Cavco Retail Group, LLC June 1998 - November 1999
Skills
Great Plains Software, Process Improvement, Enterprise Software, Financial Reporting, Microsoft Dynamics, Navision, Fixed Assets, Crystal Reports
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Accountancy
McGladrey October 2011 - Present
Tectura March 2005 - September 2011
5 and Diner Franchise Corp January 2004 - February 2005
Focal Solutions August 2001 - December 2003
RSM McGladrey November 1999 - August 2001
Cavco Retail Group, LLC June 1998 - November 1999
Skills
Great Plains Software, Process Improvement, Enterprise Software, Financial Reporting, Microsoft Dynamics, Navision, Fixed Assets, Crystal Reports
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Accountancy
Karen Wagner, PHR's RSM McGladrey Experience February 2002 - Present
Job Manager, Human Resources at McGladrey & Pullen
Industry Accounting
Experience
RSM McGladrey February 2002 - Present
Human Resource 1988 - 2002
Education
Ball State University - College of Business 1984 — 1988
BS, Marketing/Telecommunications
RSM McGladrey February 2002 - Present
Human Resource 1988 - 2002
Education
Ball State University - College of Business 1984 — 1988
BS, Marketing/Telecommunications
Viriato Villamil's RSM McGladrey Experience September 2006 - October 2008
Job Senior Audit Officer at Mercantil Commercebank
Industry Financial Services
Experience
Mercantil Commercebank December 2014 - Present
Capital Bank October 2012 - December 2014
ICS Risk Advisors June 2011 - October 2012
U.S. Century Bank October 2008 - June 2011
RSM McGladrey September 2006 - October 2008
MBAF-ERE CPAs, LLC. April 2006 - April 2007
HLB Gravier, LLP August 2004 - April 2006
Wachovia, A Wells Fargo Company (formerly First Union) 1998 - 2004
Bank of America ( formerly Barnett Bank) 1996 - 1998
Skills
Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Accounting, Financial Analysis, Compliance, Internal Controls, AML, Financial Risk, Bank Secrecy Act, Financial Reporting, Risk Management, Cash Management, Commercial Banking, External Audit, Financial Accounting, Finance, Financial Institutions, OFAC, Treasury Management, Banking, Operational Risk, Operational Risk...
Education
Florida International University 2004 — 2005
MS, Taxation
University of Florida 2002 — 2004
BS, Accounting
Barry University 1998 — 2001
BS, Professional Administration
Mercantil Commercebank December 2014 - Present
Capital Bank October 2012 - December 2014
ICS Risk Advisors June 2011 - October 2012
U.S. Century Bank October 2008 - June 2011
RSM McGladrey September 2006 - October 2008
MBAF-ERE CPAs, LLC. April 2006 - April 2007
HLB Gravier, LLP August 2004 - April 2006
Wachovia, A Wells Fargo Company (formerly First Union) 1998 - 2004
Bank of America ( formerly Barnett Bank) 1996 - 1998
Skills
Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Accounting, Financial Analysis, Compliance, Internal Controls, AML, Financial Risk, Bank Secrecy Act, Financial Reporting, Risk Management, Cash Management, Commercial Banking, External Audit, Financial Accounting, Finance, Financial Institutions, OFAC, Treasury Management, Banking, Operational Risk, Operational Risk...
Education
Florida International University 2004 — 2005
MS, Taxation
University of Florida 2002 — 2004
BS, Accounting
Barry University 1998 — 2001
BS, Professional Administration
Yong Zhang, MBA, MST, CPA's RSM McGladrey Experience 2002 - October 2006
Job Manager of Tax at Acushnet Company
Industry Telecommunications
Experience
Acushnet Company March 2015 - Present
American Tower July 2013 - March 2015
Puma June 2012 - July 2013
Monitor Group November 2006 - June 2012
RSM McGladrey 2002 - October 2006
Old Mutual Asset Management 2005 - 2005
Skills
QuickBooks, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, Financial Reporting, Accounting, Auditing, Tax Research, Financial Analysis, International Tax, FIN 48, FAS 5, OneSource, Transfer Pricing, Tax Preparation, Hyperion Enterprise, Sales, Partnership Taxation, SAP, Tax Returns, Tax Law, State Tax
Education
Suffolk University - Sawyer School of Management 2005 — 2010
Master, MBA - International Business Concentration
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Master, Taxation
Bentley College 1998 — 2002
Bachelor, Accounting
Acushnet Company March 2015 - Present
American Tower July 2013 - March 2015
Puma June 2012 - July 2013
Monitor Group November 2006 - June 2012
RSM McGladrey 2002 - October 2006
Old Mutual Asset Management 2005 - 2005
Skills
QuickBooks, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, Financial Reporting, Accounting, Auditing, Tax Research, Financial Analysis, International Tax, FIN 48, FAS 5, OneSource, Transfer Pricing, Tax Preparation, Hyperion Enterprise, Sales, Partnership Taxation, SAP, Tax Returns, Tax Law, State Tax
Education
Suffolk University - Sawyer School of Management 2005 — 2010
Master, MBA - International Business Concentration
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Master, Taxation
Bentley College 1998 — 2002
Bachelor, Accounting
Christopher Lau's RSM McGladrey Experience August 2007 - December 2010
Job Director Domestic Tax at Anixter, Inc.
Industry Logistics and Supply Chain
Experience
Anixter May 2014 - Present
AMCOL International (Acquired by Minerals Technologies in May 2014) November 2012 - May 2014
PwC December 2010 - November 2012
RSM McGladrey August 2007 - December 2010
Crowe Horwath LLP 2005 - 2007
Burton Partners, LLC July 2003 - January 2006
DiMaggio and Robinson, Ltd. July 1999 - June 2003
Skills
CPA, Corporate Tax, Tax Research, Tax, GAAP, Income Tax, Tax Accounting, Accounting, US Tax, US GAAP, Tax Preparation, FIN 48, International Tax, Auditing, Internal Controls
Education
Northern Illinois University 2006 — 2008
Master, Taxation
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
BS, Accountancy
Benedictine University 1995 — 1997
BA, Accountancy
Anixter May 2014 - Present
AMCOL International (Acquired by Minerals Technologies in May 2014) November 2012 - May 2014
PwC December 2010 - November 2012
RSM McGladrey August 2007 - December 2010
Crowe Horwath LLP 2005 - 2007
Burton Partners, LLC July 2003 - January 2006
DiMaggio and Robinson, Ltd. July 1999 - June 2003
Skills
CPA, Corporate Tax, Tax Research, Tax, GAAP, Income Tax, Tax Accounting, Accounting, US Tax, US GAAP, Tax Preparation, FIN 48, International Tax, Auditing, Internal Controls
Education
Northern Illinois University 2006 — 2008
Master, Taxation
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
BS, Accountancy
Benedictine University 1995 — 1997
BA, Accountancy
Louis Chan's RSM McGladrey Experience September 2007 - January 2010
Job Senior Tax Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP July 2013 - Present
CohnReznick LLP February 2010 - June 2013
RSM McGladrey September 2007 - January 2010
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MS, Taxation
University at Albany, SUNY 1995 — 1999
Accounting
CohnReznick LLP July 2013 - Present
CohnReznick LLP February 2010 - June 2013
RSM McGladrey September 2007 - January 2010
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MS, Taxation
University at Albany, SUNY 1995 — 1999
Accounting
Linda (Cavuto) Vazquez's RSM McGladrey Experience August 2006 - January 2010
Job Tax Accountant
Industry Accounting
Experience
Time Off For Family/Personal Reasons May 2014 - Present
CW Tax Services Corp January 2014 - May 2014
Ernst & Young February 2010 - January 2013
RSM McGladrey August 2006 - January 2010
Skills
International Tax, Tax Preparation, Income Tax, Tax Advisory, Tax Accounting, Gift Tax, Estate Administration, Estate Planning, Trust Taxation, Wealth Preservation..., Individual Returns, Family Business, Private Foundations, Accounting, Expatriate Tax, Auditing, CPA, Corporate Tax, Financial Analysis, Financial Reporting, Partnership Taxation, Tax, Tax Law, Tax Research
Education
Barry University
BA, Accounting
La Salle High School
Nova Southeastern University
Master of Taxation
Time Off For Family/Personal Reasons May 2014 - Present
CW Tax Services Corp January 2014 - May 2014
Ernst & Young February 2010 - January 2013
RSM McGladrey August 2006 - January 2010
Skills
International Tax, Tax Preparation, Income Tax, Tax Advisory, Tax Accounting, Gift Tax, Estate Administration, Estate Planning, Trust Taxation, Wealth Preservation..., Individual Returns, Family Business, Private Foundations, Accounting, Expatriate Tax, Auditing, CPA, Corporate Tax, Financial Analysis, Financial Reporting, Partnership Taxation, Tax, Tax Law, Tax Research
Education
Barry University
BA, Accounting
La Salle High School
Nova Southeastern University
Master of Taxation
Casey Fang's RSM McGladrey Experience January 2006 - November 2008
Job Senior Tax Analyst at EMD Millipore
Industry Pharmaceuticals
Experience
EMD Millipore May 2011 - Present
RISO, Inc. November 2008 - March 2011
RSM McGladrey January 2006 - November 2008
Education
Bentley University 2004 — 2005
MST, Taxation
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Accounting
EMD Millipore May 2011 - Present
RISO, Inc. November 2008 - March 2011
RSM McGladrey January 2006 - November 2008
Education
Bentley University 2004 — 2005
MST, Taxation
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Accounting
Ann Knudson's RSM McGladrey Experience 2006 - 2009
Job Finance at Valspar
Industry Machinery
Experience
Valspar February 2014 - Present
McNeilus Truck and Manufacturing, Inc. November 2011 - February 2014
McNeilus Truck and Manufacturing, Inc. June 2010 - April 2012
McNeilus Truck and Manufacturing, Inc. September 2009 - June 2010
RSM McGladrey 2006 - 2009
Skills
Accounting, JD Edwards, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Financial Analysis, Forecasting, Process Improvement, Tax Research, GAAP, Budgets, Cost Accounting, US GAAP, Tax
Education
Augsburg College
Bachelors, Accounting
Valspar February 2014 - Present
McNeilus Truck and Manufacturing, Inc. November 2011 - February 2014
McNeilus Truck and Manufacturing, Inc. June 2010 - April 2012
McNeilus Truck and Manufacturing, Inc. September 2009 - June 2010
RSM McGladrey 2006 - 2009
Skills
Accounting, JD Edwards, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Financial Analysis, Forecasting, Process Improvement, Tax Research, GAAP, Budgets, Cost Accounting, US GAAP, Tax
Education
Augsburg College
Bachelors, Accounting
Dustin Flatten's RSM McGladrey Experience January 2004 - August 2007
Job CFO, CoOwner at Active Heating, Inc.
Industry Construction
Experience
Active Heating, Inc. April 2010 - Present
Hanson, Vilhauer, & Raml, P.C. September 2007 - April 2010
RSM McGladrey January 2004 - August 2007
Education
Augustana College (SD) 1999 — 2004
BS, Accounting & Business Admin.
Active Heating, Inc. April 2010 - Present
Hanson, Vilhauer, & Raml, P.C. September 2007 - April 2010
RSM McGladrey January 2004 - August 2007
Education
Augustana College (SD) 1999 — 2004
BS, Accounting & Business Admin.