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
Donna Stacia Donna Stacia's RSM McGladrey Experience 2004 - 2006
Job Manager, Individual Tax Services
Industry Accounting
Experience
McGladrey LLP August 2008 - Present
RSM McGladrey 2004 - 2006
Deloitte 2002 - 2004
Skills
Tax, Tax Research, Income Tax, CPA, Corporate Tax, Tax Accounting, Tax Preparation
Education
Mary Washington College
BS, Mathematics/Economics
McGladrey LLP August 2008 - Present
RSM McGladrey 2004 - 2006
Deloitte 2002 - 2004
Skills
Tax, Tax Research, Income Tax, CPA, Corporate Tax, Tax Accounting, Tax Preparation
Education
Mary Washington College
BS, Mathematics/Economics
Brady W. Ramsay Brady W. Ramsay's RSM McGladrey Experience January 1999 - April 2002
Job CPA, Owner at Ramsay & Associates, Ltd.
Industry Accounting
Experience
Ramsay and Associates, Ltd. December 2006 - Present
Gaintner, Bandler, Reed and Peters, PLC February 2003 - November 2006
RSM McGladrey January 1999 - April 2002
Skills
Accounting, Payroll, Tax, Bookkeeping, Payroll Processing, Quickbooks, Financial Planning, Tax Preparation, Fixed Assets, Income Tax, Tax Returns, Financial Accounting, Corporate Tax, Preparation, Payroll Taxes, Business Planning, Tax Compliance, Management Consulting, Small Business, Tax Accounting, Strategic Financial..., Partnership Taxation, QuickBooks, Financial Statements, CPA, Accountants, Compilation, S Corporations, Finance, General Ledger, GAAP, Financial Reporting, Tax Research, Financial Analysis, Sales Tax
Education
University of Minnesota-Duluth 1999 — 2003
Bachelor of Accounting, Accounting
Ramsay and Associates, Ltd. December 2006 - Present
Gaintner, Bandler, Reed and Peters, PLC February 2003 - November 2006
RSM McGladrey January 1999 - April 2002
Skills
Accounting, Payroll, Tax, Bookkeeping, Payroll Processing, Quickbooks, Financial Planning, Tax Preparation, Fixed Assets, Income Tax, Tax Returns, Financial Accounting, Corporate Tax, Preparation, Payroll Taxes, Business Planning, Tax Compliance, Management Consulting, Small Business, Tax Accounting, Strategic Financial..., Partnership Taxation, QuickBooks, Financial Statements, CPA, Accountants, Compilation, S Corporations, Finance, General Ledger, GAAP, Financial Reporting, Tax Research, Financial Analysis, Sales Tax
Education
University of Minnesota-Duluth 1999 — 2003
Bachelor of Accounting, Accounting
Cal Anderson Cal Anderson's RSM McGladrey Experience December 1999 - June 2000
Job VP of Operations at JJ Taylor Distributing Co of MN, Inc
Industry Food & Beverages
Experience
J.J. Taylor Companies, Inc. April 2012 - Present
J.J. Taylor Companies, Inc. December 2009 - April 2012
J.J. Taylor Companies, Inc. May 2004 - December 2009
Como Oil Company February 2001 - May 2004
Como Oil Company September 2000 - February 2001
Como Oil Company June 2000 - September 2000
RSM McGladrey December 1999 - June 2000
Skills
Mergers, Strategic Planning, Policy, Internal Audit, Financial Analysis, Financial Planning, Staff Management, Operational Efficiency, Due Diligence, Negotiation, Change Management, Internal Controls, Business Strategy, Business Planning, Joint Ventures, Divestitures, Contract Negotiation, Budgeting, Team Building, Performance Management, Planning, P&L Management, Financial Modeling, Corporate Finance, Analysis, Customer Relations, Forecasting, Acquisition Integration, Process Improvement, Employee Relations, Organizational..., Operations Management, Budgets, Mergers & Acquisitions, Management, Strategic Financial..., Accounting, Leadership, Strategy, Finance, Auditing, Training, Cash Flow, Project Management, Financial Statements, Managerial Finance, Inventory Management, Executive Management, Logistics, Variance Analysis
Education
University of Minnesota Duluth 1997 — 1999
BA, Accounting
J.J. Taylor Companies, Inc. April 2012 - Present
J.J. Taylor Companies, Inc. December 2009 - April 2012
J.J. Taylor Companies, Inc. May 2004 - December 2009
Como Oil Company February 2001 - May 2004
Como Oil Company September 2000 - February 2001
Como Oil Company June 2000 - September 2000
RSM McGladrey December 1999 - June 2000
Skills
Mergers, Strategic Planning, Policy, Internal Audit, Financial Analysis, Financial Planning, Staff Management, Operational Efficiency, Due Diligence, Negotiation, Change Management, Internal Controls, Business Strategy, Business Planning, Joint Ventures, Divestitures, Contract Negotiation, Budgeting, Team Building, Performance Management, Planning, P&L Management, Financial Modeling, Corporate Finance, Analysis, Customer Relations, Forecasting, Acquisition Integration, Process Improvement, Employee Relations, Organizational..., Operations Management, Budgets, Mergers & Acquisitions, Management, Strategic Financial..., Accounting, Leadership, Strategy, Finance, Auditing, Training, Cash Flow, Project Management, Financial Statements, Managerial Finance, Inventory Management, Executive Management, Logistics, Variance Analysis
Education
University of Minnesota Duluth 1997 — 1999
BA, Accounting
Robyn Sarver, CPA Robyn Sarver, CPA's RSM McGladrey Experience January 2011 - April 2011
Job Controller at Roeder Brothers, Inc.
Industry Accounting
Experience
Roeder Brothers, Inc. February 2014 - Present
McGladrey October 2012 - February 2014
Roeder Brothers, Inc. June 2004 - September 2012
Ernst & Young June 2011 - August 2011
RSM McGladrey January 2011 - April 2011
University of Dubuque September 2008 - April 2010
Bender's Foods May 2007 - August 2009
Youth Education Scholarship June 2005 - August 2006
Skills
Accounting, Microsoft Office, Microsoft Excel, Time Management, Auditing, Management, Financial Reporting, Financial Accounting, Event Planning, Internal Controls, Customer Service, Program Management, Public Speaking, Financial Statements, Leadership, Accounts Receivable, Training
Education
University of Dubuque 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Human Resources Management
Roeder Brothers, Inc. February 2014 - Present
McGladrey October 2012 - February 2014
Roeder Brothers, Inc. June 2004 - September 2012
Ernst & Young June 2011 - August 2011
RSM McGladrey January 2011 - April 2011
University of Dubuque September 2008 - April 2010
Bender's Foods May 2007 - August 2009
Youth Education Scholarship June 2005 - August 2006
Skills
Accounting, Microsoft Office, Microsoft Excel, Time Management, Auditing, Management, Financial Reporting, Financial Accounting, Event Planning, Internal Controls, Customer Service, Program Management, Public Speaking, Financial Statements, Leadership, Accounts Receivable, Training
Education
University of Dubuque 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Human Resources Management
Kurt A. Shenk, CPA, CGMA Kurt A. Shenk, CPA, CGMA's RSM McGladrey Experience June 2008 - August 2008
Job Assurance Manager
Industry Accounting
Experience
McGladrey October 2009 - Present
RSM McGladrey June 2008 - August 2008
Aronson LLC January 2008 - April 2008
UBS June 2007 - August 2007
Skills
Accounting, US GAAP, Microsoft Excel, Auditing, Internal Controls, CPA, Tax, Business Combinations, Revenue Recognition, Share-Based Compensation, Financial Reporting, Fair Value, Analytical Reasoning, Goodwill, Debt Restructuring, Audits of Employee..., Financial Statements, Assurance, Corporate Tax, Business, Stock Compensation, Mergers, External Audit, Financial Accounting, Tax Research, Business Valuation, Private Equity, Mergers & Acquisitions, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business
BA, Accounting
McGladrey October 2009 - Present
RSM McGladrey June 2008 - August 2008
Aronson LLC January 2008 - April 2008
UBS June 2007 - August 2007
Skills
Accounting, US GAAP, Microsoft Excel, Auditing, Internal Controls, CPA, Tax, Business Combinations, Revenue Recognition, Share-Based Compensation, Financial Reporting, Fair Value, Analytical Reasoning, Goodwill, Debt Restructuring, Audits of Employee..., Financial Statements, Assurance, Corporate Tax, Business, Stock Compensation, Mergers, External Audit, Financial Accounting, Tax Research, Business Valuation, Private Equity, Mergers & Acquisitions, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business
BA, Accounting
Bob Cedergren, CPA, CITP, CGMA, CISA, CGEIT Bob Cedergren, CPA, CITP, CGMA, CISA, CGEIT's RSM McGladrey Experience July 1991 - February 1993
Job Risk Advisory and Forensic Services Consulting Leader at Wipfli LLP
Industry Management Consulting
Experience
Wipfli, LLP March 2006 - Present
Midwave Corporation August 2005 - March 2006
Thrivent Financial June 2004 - August 2005
Assurant, Inc March 2003 - June 2004
Fortis, Inc. February 1993 - March 2003
RSM McGladrey July 1991 - February 1993
US Bank July 1987 - July 1991
Skills
Information Security, Risk Management, CISA, Sarbanes-Oxley, Enterprise Risk..., CISSP, Internal Audit, Information Technology, IT Audit, Leadership, CISM, CGEIT, Business Continuity..., Sarbanes-Oxley Act, Business Planning, Certified Information..., Strategic Planning, Financial Risk, Accounting, IT Strategy, CPA, Finance, Security, Business Process..., Forensic Accounting, Internal Controls, Governance, Information Security..., IT Management, GAAP, Sustainability, Sustainability..., Sustainability Reporting, HITRUST, HIPAA
Education
University of Minnesota-Duluth 1983 — 1987
Bachelor of Accounting, Accounting/Political Science
Chisago Lakes High School
Wipfli, LLP March 2006 - Present
Midwave Corporation August 2005 - March 2006
Thrivent Financial June 2004 - August 2005
Assurant, Inc March 2003 - June 2004
Fortis, Inc. February 1993 - March 2003
RSM McGladrey July 1991 - February 1993
US Bank July 1987 - July 1991
Skills
Information Security, Risk Management, CISA, Sarbanes-Oxley, Enterprise Risk..., CISSP, Internal Audit, Information Technology, IT Audit, Leadership, CISM, CGEIT, Business Continuity..., Sarbanes-Oxley Act, Business Planning, Certified Information..., Strategic Planning, Financial Risk, Accounting, IT Strategy, CPA, Finance, Security, Business Process..., Forensic Accounting, Internal Controls, Governance, Information Security..., IT Management, GAAP, Sustainability, Sustainability..., Sustainability Reporting, HITRUST, HIPAA
Education
University of Minnesota-Duluth 1983 — 1987
Bachelor of Accounting, Accounting/Political Science
Chisago Lakes High School
Dan Reznick, CPA Dan Reznick, CPA's RSM McGladrey Experience October 2004 - December 2007
Job Tax Manager at Baker Tilly Virchow Krause, LLP
Industry Real Estate
Experience
Baker Tilly Virchow Krause, LLP December 2010 - Present
Walton Street Capital December 2007 - December 2010
RSM McGladrey October 2004 - December 2007
Skills
Tax, Partnership Taxation, Real Estate, Tax Compliance, CPA, Microsoft Excel, PowerPoint, Microsoft Word, International Tax, Microsoft Office, Income Tax, Federal Tax, Tax Returns, Tax Preparation, Tax Research
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2004
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 1999 — 2004
B.S., Finance
Deerfield High School 1996 — 1999
Baker Tilly Virchow Krause, LLP December 2010 - Present
Walton Street Capital December 2007 - December 2010
RSM McGladrey October 2004 - December 2007
Skills
Tax, Partnership Taxation, Real Estate, Tax Compliance, CPA, Microsoft Excel, PowerPoint, Microsoft Word, International Tax, Microsoft Office, Income Tax, Federal Tax, Tax Returns, Tax Preparation, Tax Research
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2004
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 1999 — 2004
B.S., Finance
Deerfield High School 1996 — 1999
Tom Blaisdell Tom Blaisdell's RSM McGladrey Experience October 1990 - June 1995
Job Sr. Support Escalation Engineer at Microsoft Corporation
Industry Computer Software
Experience
Microsoft Corporation July 2002 - Present
Navision Software November 1998 - July 2002
Computer Language Research (CLR) aka CLR Fasttax June 1995 - October 1998
RSM McGladrey October 1990 - June 1995
Arthur Andersen & Co. January 1989 - October 1990
Skills
Microsoft Dynamics, Software Business, NAV, Navision, Fixed Assets, Financial Analysis, Financial Accounting, Job Costing, Manufacturing Cost, Manufacturing Software, Warehouse Management, Inventory Management, Product Costing, Microsoft Dynamics ERP, Partner Management, Financials, SaaS, Software Documentation, ERP, Business Process, Enterprise Software, Business Intelligence, Microsoft Technologies, Software Implementation, Microsoft Dynamics NAV
Education
University of Minnesota Duluth 1984 — 1988
Bachelor's of Accounting, Accounting, Business, Economics
University of Minnesota-Twin Cities
Microsoft Corporation July 2002 - Present
Navision Software November 1998 - July 2002
Computer Language Research (CLR) aka CLR Fasttax June 1995 - October 1998
RSM McGladrey October 1990 - June 1995
Arthur Andersen & Co. January 1989 - October 1990
Skills
Microsoft Dynamics, Software Business, NAV, Navision, Fixed Assets, Financial Analysis, Financial Accounting, Job Costing, Manufacturing Cost, Manufacturing Software, Warehouse Management, Inventory Management, Product Costing, Microsoft Dynamics ERP, Partner Management, Financials, SaaS, Software Documentation, ERP, Business Process, Enterprise Software, Business Intelligence, Microsoft Technologies, Software Implementation, Microsoft Dynamics NAV
Education
University of Minnesota Duluth 1984 — 1988
Bachelor's of Accounting, Accounting, Business, Economics
University of Minnesota-Twin Cities
Mink LeVoy, CPA's RSM McGladrey Experience 1999 - October 2001
Job Experienced Microsoft Dynamics GP Professional
Industry Information Technology and Services
Experience
Tectura Corporation October 2001 - March 2011
RSM McGladrey 1999 - October 2001
Toback CPA's / Toback Technology Group 1997 - 1999
CBIZ (Formerly Philip Rootberg and Company, LLP) September 1994 - September 1996
Skills
ERP, Professional Services, Microsoft Dynamics, Great Plains Software, Solution Selling, Program Management, Financials, Cloud Computing, Software Project..., Business Intelligence, Business Process..., Pre-sales, Business Process, Microsoft SQL Server, Enterprise Software, Management, Consulting, Business Analysis, Solution Architecture, Start-ups, Requirements Analysis, Software Implementation, Leadership, Change Management, SaaS, Integration, ERP Implementations, Microsoft Dynamics GP
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science
Tectura Corporation October 2001 - March 2011
RSM McGladrey 1999 - October 2001
Toback CPA's / Toback Technology Group 1997 - 1999
CBIZ (Formerly Philip Rootberg and Company, LLP) September 1994 - September 1996
Skills
ERP, Professional Services, Microsoft Dynamics, Great Plains Software, Solution Selling, Program Management, Financials, Cloud Computing, Software Project..., Business Intelligence, Business Process..., Pre-sales, Business Process, Microsoft SQL Server, Enterprise Software, Management, Consulting, Business Analysis, Solution Architecture, Start-ups, Requirements Analysis, Software Implementation, Leadership, Change Management, SaaS, Integration, ERP Implementations, Microsoft Dynamics GP
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science
Austin Park's RSM McGladrey Experience July 2005 - April 2008
Job IT Infrastructure Manager/.NET Practice Lead
Industry Financial Services
Experience
Persolvent November 2012 - Present
Varde Partners May 2009 - November 2012
Marketing Architects April 2008 - April 2009
RSM McGladrey July 2005 - April 2008
GMAC-RFC June 2004 - June 2005
General Mills May 1998 - May 2004
Education
University of St. Thomas - Opus College of Business 2001 — 2003
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1998
BS, MIS
Persolvent November 2012 - Present
Varde Partners May 2009 - November 2012
Marketing Architects April 2008 - April 2009
RSM McGladrey July 2005 - April 2008
GMAC-RFC June 2004 - June 2005
General Mills May 1998 - May 2004
Education
University of St. Thomas - Opus College of Business 2001 — 2003
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1998
BS, MIS
Brad Larsen, AIF, PRP's RSM McGladrey Experience July 2004 - November 2006
Job Independent Investment Fiduciary at ERISA Fiduciary Advisors, Inc.
Industry Investment Management
Experience
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
Kaye Lauritsen Kaye Lauritsen's RSM McGladrey Experience 1994 - 2004
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP April 1994 - Present
RSM McGladrey 1994 - 2004
Car Pac Publishing 1993 - 1994
Keller High Tech 1989 - 1993
Clifton Gunderson LLP 1985 - 1988
US Bank 1981 - 1985
Skills
Strategic Planning, Change Management, Succession Planning, Management Consulting, Leadership Development, Accounting, Business Planning, Strategy, Mergers, Leadership, Mergers & Acquisitions, Risk Management, Management, Finance, Entrepreneurship, Executive Coaching, CPA
Education
University of Iowa 1977 — 1981
ba, accounting
McGladrey LLP April 1994 - Present
RSM McGladrey 1994 - 2004
Car Pac Publishing 1993 - 1994
Keller High Tech 1989 - 1993
Clifton Gunderson LLP 1985 - 1988
US Bank 1981 - 1985
Skills
Strategic Planning, Change Management, Succession Planning, Management Consulting, Leadership Development, Accounting, Business Planning, Strategy, Mergers, Leadership, Mergers & Acquisitions, Risk Management, Management, Finance, Entrepreneurship, Executive Coaching, CPA
Education
University of Iowa 1977 — 1981
ba, accounting
Jim Crisp Jim Crisp's RSM McGladrey Experience 2006 - 2009
Job Audit Partner at Gross Mendelsohn & Associates, PA
Industry Accounting
Experience
Gross, Mendelsohn & Associates, P.A. March 2009 - Present
McGladrey & Pullen 2006 - 2009
RSM McGladrey 2006 - 2009
American Express Tax & Business Services, Inc. September 1998 - September 2006
Walpert & Wolpoff, LLP September 1998 - September 2006
Wolpoff & Company 1980 - 1998
Skills
Tax, Accounting, GAAP, Tax Preparation, CPA, Financial Reporting, Auditing, Internal Controls, Corporate Tax, Forensic Accounting, Income Tax, Tax Returns, Partnership Taxation, US GAAP, Financial Accounting, Financial Statements, External Audit, Tax Advisory, General Ledger, Tax Accounting, QuickBooks
Education
University of Maryland Baltimore County 1976 — 1980
BA, Economic, concentration in Accounting
Gross, Mendelsohn & Associates, P.A. March 2009 - Present
McGladrey & Pullen 2006 - 2009
RSM McGladrey 2006 - 2009
American Express Tax & Business Services, Inc. September 1998 - September 2006
Walpert & Wolpoff, LLP September 1998 - September 2006
Wolpoff & Company 1980 - 1998
Skills
Tax, Accounting, GAAP, Tax Preparation, CPA, Financial Reporting, Auditing, Internal Controls, Corporate Tax, Forensic Accounting, Income Tax, Tax Returns, Partnership Taxation, US GAAP, Financial Accounting, Financial Statements, External Audit, Tax Advisory, General Ledger, Tax Accounting, QuickBooks
Education
University of Maryland Baltimore County 1976 — 1980
BA, Economic, concentration in Accounting
Thomas Kenney Thomas Kenney's RSM McGladrey Experience 2004 - 2006
Job Accounting Program Chair Woodbury, MN campus at Globe Education Network
Industry Higher Education
Experience
Globe Education Network September 2010 - Present
Larson Allen LLP May 2006 - February 2007
RSM McGladrey 2004 - 2006
KPMG US January 2000 - 2003
Skills
Accounting, Excel, Analysis, PowerPoint, Word, Budgeting, Writing, Strategic Planning, Time Management, Journal Entries, Financial Reporting, Negotiation, Outlook, Public Speaking, Budgets, Project Planning, Process Improvement, Microsoft Word, Coaching, Project Management, Event Planning, Teamwork, Team Leadership, Account Reconciliation, Team Building, Management, Research, Forecasting, GAAP, Accounts Receivable, Financial Analysis, Financial Accounting, General Ledger, Managerial Finance, Microsoft Excel, Leadership, Microsoft Office, Business Strategy, Problem Solving, Data Analysis, Change Management, Inventory Management, Accounts Payable
Education
University of Minnesota-Twin Cities 2008 — 2010
MEd, Business & Marketing Education
University of Illinois at Urbana-Champaign 1997 — 2002
MAS, BS, Accounting
Globe Education Network September 2010 - Present
Larson Allen LLP May 2006 - February 2007
RSM McGladrey 2004 - 2006
KPMG US January 2000 - 2003
Skills
Accounting, Excel, Analysis, PowerPoint, Word, Budgeting, Writing, Strategic Planning, Time Management, Journal Entries, Financial Reporting, Negotiation, Outlook, Public Speaking, Budgets, Project Planning, Process Improvement, Microsoft Word, Coaching, Project Management, Event Planning, Teamwork, Team Leadership, Account Reconciliation, Team Building, Management, Research, Forecasting, GAAP, Accounts Receivable, Financial Analysis, Financial Accounting, General Ledger, Managerial Finance, Microsoft Excel, Leadership, Microsoft Office, Business Strategy, Problem Solving, Data Analysis, Change Management, Inventory Management, Accounts Payable
Education
University of Minnesota-Twin Cities 2008 — 2010
MEd, Business & Marketing Education
University of Illinois at Urbana-Champaign 1997 — 2002
MAS, BS, Accounting
Rosie Russell Rosie Russell's RSM McGladrey Experience January 1989 - June 2006
Job Retired at AEGON
Industry Insurance
Jamie TenEyck Jamie TenEyck's RSM McGladrey Experience January 2002 - April 2009
Job Accounting Supervisor at Mining Resources
Industry Accounting
Experience
Steel Dynamics, Inc January 2015 - Present
Minnesota Department of Revenue July 2009 - January 2015
RSM McGladrey January 2002 - April 2009
ALLETE June 2000 - December 2001
Skills
Financial Analysis, Microsoft Office, Analysis, Customer Relations, Accounting, Customer Service, Process Improvement, Financial Reporting, Employee Benefits, Tax
Education
University of Minnesota-Duluth 1999 — 2002
BA, Accounting, Finance, MIS, 3.7
Vermilion Community College 1997 — 1999
AA, General, Business focus, 4.0
Steel Dynamics, Inc January 2015 - Present
Minnesota Department of Revenue July 2009 - January 2015
RSM McGladrey January 2002 - April 2009
ALLETE June 2000 - December 2001
Skills
Financial Analysis, Microsoft Office, Analysis, Customer Relations, Accounting, Customer Service, Process Improvement, Financial Reporting, Employee Benefits, Tax
Education
University of Minnesota-Duluth 1999 — 2002
BA, Accounting, Finance, MIS, 3.7
Vermilion Community College 1997 — 1999
AA, General, Business focus, 4.0
Elizabeth Sobiech Elizabeth Sobiech's RSM McGladrey Experience 1999 - 2006
Job VP Director Internal Audit at Marquette Financial
Industry Banking
Experience
Marquette Financial August 2007 - August 2015
Ameriprise Financial March 2006 - August 2007
RSM McGladrey 1999 - 2006
Bremer Bank May 1990 - June 1999
Skills
Internal Audit, Banking, Enterprise Risk..., Internal Controls, Financial Analysis, Risk Management, Credit, Management Consulting, Auditing, Finance, Loan Servicing, FDICIA, Certified Internal..., Bank Operations
Education
University of Iowa 1983 — 1987
BBA, Finance
University of Iowa 1983 — 1987
BBA in Finance
Marquette Financial August 2007 - August 2015
Ameriprise Financial March 2006 - August 2007
RSM McGladrey 1999 - 2006
Bremer Bank May 1990 - June 1999
Skills
Internal Audit, Banking, Enterprise Risk..., Internal Controls, Financial Analysis, Risk Management, Credit, Management Consulting, Auditing, Finance, Loan Servicing, FDICIA, Certified Internal..., Bank Operations
Education
University of Iowa 1983 — 1987
BBA, Finance
University of Iowa 1983 — 1987
BBA in Finance
J Thomas Knight J Thomas Knight's RSM McGladrey Experience September 2005 - October 2007
Job Helping clients implement their dreams by being ready for bear markets while growing their wealth.
Industry Financial Services
Experience
Winston Paul Capital Management, Inc. January 2008 - Present
RSM McGladrey September 2005 - October 2007
Skills
Investment Advisory, Wealth Management, Wealth, Finance, Investment Strategies, Asset Allocation, Financial Services, Securities, Management, Financial Risk, Long-term Care, Disability Insurance, Personal Finance, Financial Analysis, 401k, Series 7, Asset Management, Alternative Investments, CPA, Financial Reporting
Education
University of Maryland College Park 1985 — 1990
BS, Accounting
University of Maryland College Park 1985 — 1990
BS, Production Management
Naples American HS
Naples American HS
Winston Paul Capital Management, Inc. January 2008 - Present
RSM McGladrey September 2005 - October 2007
Skills
Investment Advisory, Wealth Management, Wealth, Finance, Investment Strategies, Asset Allocation, Financial Services, Securities, Management, Financial Risk, Long-term Care, Disability Insurance, Personal Finance, Financial Analysis, 401k, Series 7, Asset Management, Alternative Investments, CPA, Financial Reporting
Education
University of Maryland College Park 1985 — 1990
BS, Accounting
University of Maryland College Park 1985 — 1990
BS, Production Management
Naples American HS
Naples American HS
Jeff Mercier Jeff Mercier's RSM McGladrey Experience 2006 - 2010
Job Solutions Architect at SimpliVity Corporation
Industry Information Technology and Services
Experience
SimpliVity Corporation September 2014 - Present
Sirius Computer Solutions August 2011 - September 2014
Garmin International 2010 - 2011
RSM McGladrey 2006 - 2010
Skills
VMware, NetApp, Windows Server, Linux, Windows 7, Infrastructure, SAN, Virtualization, Servers, Storage
Education
University of Iowa 2002 — 2006
Bachelor of Business Administration, Management Information Systems
SimpliVity Corporation September 2014 - Present
Sirius Computer Solutions August 2011 - September 2014
Garmin International 2010 - 2011
RSM McGladrey 2006 - 2010
Skills
VMware, NetApp, Windows Server, Linux, Windows 7, Infrastructure, SAN, Virtualization, Servers, Storage
Education
University of Iowa 2002 — 2006
Bachelor of Business Administration, Management Information Systems
Iris Glikin, CFA Iris Glikin, CFA's RSM McGladrey Experience 2001 - 2003
Job Product Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2010 - Present
Franklin Templeton Investments 2006 - September 2010
Schott Group Investment Consulting 2005 - 2006
TradeStation Securities 2005 - 2005
BNY Mellon 2003 - 2005
RSM McGladrey 2001 - 2003
Education
University of Florida 1996 — 2000
BBA, Finance
Franklin Templeton Investments September 2010 - Present
Franklin Templeton Investments 2006 - September 2010
Schott Group Investment Consulting 2005 - 2006
TradeStation Securities 2005 - 2005
BNY Mellon 2003 - 2005
RSM McGladrey 2001 - 2003
Education
University of Florida 1996 — 2000
BBA, Finance
Deb Martorano's RSM McGladrey Experience October 2005 - April 2007
Job Talent & Organization Consultant
Industry Management Consulting
Experience
Accenture May 2012 - Present
Motorola Mobile Devices September 2010 - May 2012
Motorola April 2007 - August 2010
RSM McGladrey October 2005 - April 2007
American Express Tax and Business Services August 2004 - October 2005
First Northwest Bank March 2003 - August 2004
Skills
Internal Controls, CAFM, SOX, Internal Audit, External Audit, Data Analysis, Excel, Access, Process Development, Process Improvement, SDLC, Sarbanes-Oxley Act, IT Audit, Microsoft Excel, Six Sigma, Analysis, CISA, SAS70, Cross-functional Team..., Change Management, Forecasting, Process Simulation, Governance, Risk Management, Information Security..., Auditing, Consulting, Business Process, Project Management, Banking, Finance
Education
University of Iowa 1998 — 2002
B.A, Computer Science
Buffalo Grove High School 1994 — 1998
Accenture May 2012 - Present
Motorola Mobile Devices September 2010 - May 2012
Motorola April 2007 - August 2010
RSM McGladrey October 2005 - April 2007
American Express Tax and Business Services August 2004 - October 2005
First Northwest Bank March 2003 - August 2004
Skills
Internal Controls, CAFM, SOX, Internal Audit, External Audit, Data Analysis, Excel, Access, Process Development, Process Improvement, SDLC, Sarbanes-Oxley Act, IT Audit, Microsoft Excel, Six Sigma, Analysis, CISA, SAS70, Cross-functional Team..., Change Management, Forecasting, Process Simulation, Governance, Risk Management, Information Security..., Auditing, Consulting, Business Process, Project Management, Banking, Finance
Education
University of Iowa 1998 — 2002
B.A, Computer Science
Buffalo Grove High School 1994 — 1998
Dick Schmit Dick Schmit's RSM McGladrey Experience 2009 - August 2011
Job Regional Retirement Specialist / Account Executive for the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
RSM McGladrey 2009 - August 2011
Skills
Retirement, Retirement Planning, Customer Relations, Pensions, 401k, Financial Services, Customer Service
Education
University of Iowa College of Law
JD, Law
University of Northern Iowa
BA, Political Science
Principal Financial Group January 2012 - Present
RSM McGladrey 2009 - August 2011
Skills
Retirement, Retirement Planning, Customer Relations, Pensions, 401k, Financial Services, Customer Service
Education
University of Iowa College of Law
JD, Law
University of Northern Iowa
BA, Political Science
Alicia Jones's RSM McGladrey Experience August 1998 - April 1999
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo August 2012 - Present
Morgan Stanley Smith Barney October 2010 - May 2012
ING June 2004 - July 2010
The Hartford January 2003 - May 2004
Guardian Life June 1999 - December 2002
RSM McGladrey August 1998 - April 1999
Skills
Small Business Lending, Loans, Qualified Retirement..., Retirement Benefits, Retail Banking, Retirement Savings, IRAs, 403 b, Employee Benefits, Defined Benefit, Finance, Financial Analysis, Financial Planning, Financial Services, Investments, Mutual Funds, Profit Sharing, Retirement, Retirement Plan..., Risk Management, Spanish, Series 63, Strategic Financial...
Education
University of Maryland Baltimore County 1993 — 1997
BA, Economics w/Finance concentration
Suitland High School
Diploma
Wells Fargo April 2015 - Present
Wells Fargo August 2012 - Present
Morgan Stanley Smith Barney October 2010 - May 2012
ING June 2004 - July 2010
The Hartford January 2003 - May 2004
Guardian Life June 1999 - December 2002
RSM McGladrey August 1998 - April 1999
Skills
Small Business Lending, Loans, Qualified Retirement..., Retirement Benefits, Retail Banking, Retirement Savings, IRAs, 403 b, Employee Benefits, Defined Benefit, Finance, Financial Analysis, Financial Planning, Financial Services, Investments, Mutual Funds, Profit Sharing, Retirement, Retirement Plan..., Risk Management, Spanish, Series 63, Strategic Financial...
Education
University of Maryland Baltimore County 1993 — 1997
BA, Economics w/Finance concentration
Suitland High School
Diploma
John Zasada John Zasada's RSM McGladrey Experience January 1996 - August 2010
Job Principal, CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen September 2010 - Present
RSM McGladrey January 1996 - August 2010
Skills
Internal Controls, Auditing, Accounting, GAAP, CPA, Sarbanes-Oxley Act, Financial Analysis, Internal Audit
Education
Vermont Law School 1990 — 1994
JD
University of Colorado at Boulder
CliftonLarsonAllen September 2010 - Present
RSM McGladrey January 1996 - August 2010
Skills
Internal Controls, Auditing, Accounting, GAAP, CPA, Sarbanes-Oxley Act, Financial Analysis, Internal Audit
Education
Vermont Law School 1990 — 1994
JD
University of Colorado at Boulder
Brandon Ferguson Brandon Ferguson's RSM McGladrey Experience January 2006 - March 2011
Job CFO at PicMonkey
Industry Accounting
Experience
PicMonkey September 2014 - Present
Ferguson Tax January 2011 - Present
RSM McGladrey January 2006 - March 2011
Willamette University 2003 - 2005
Skills
Tax, CPA, GAAP, Accounting, Corporate Tax, Financial Reporting, US GAAP, Forecasting, Tax Returns, Internal Controls, Financial Analysis, Income Tax, Tax Preparation, QuickBooks, SEC filings, Internal Audit, General Ledger, Financial Statements, Financial Accounting
Education
Willamette University - Atkinson Graduate School of Management 2003 — 2005
Master of Business Administration (MBA), Concentration in Accounting, Finance and Statistics
University of Maryland Baltimore County 2000 — 2003
Bachelor of Science, Chemical Engineering
PicMonkey September 2014 - Present
Ferguson Tax January 2011 - Present
RSM McGladrey January 2006 - March 2011
Willamette University 2003 - 2005
Skills
Tax, CPA, GAAP, Accounting, Corporate Tax, Financial Reporting, US GAAP, Forecasting, Tax Returns, Internal Controls, Financial Analysis, Income Tax, Tax Preparation, QuickBooks, SEC filings, Internal Audit, General Ledger, Financial Statements, Financial Accounting
Education
Willamette University - Atkinson Graduate School of Management 2003 — 2005
Master of Business Administration (MBA), Concentration in Accounting, Finance and Statistics
University of Maryland Baltimore County 2000 — 2003
Bachelor of Science, Chemical Engineering
Steven Gillette's RSM McGladrey Experience August 2005 - July 2010
Job Partner CPA in Public Accounting at Kutchins, Robbins & Diamond, Ltd.
Industry Accounting
Experience
Kutchins, Robbins & Diamond, Ltd. September 2010 - Present
McGladrey & Pullen August 2005 - July 2010
RSM McGladrey August 2005 - July 2010
American Express Tax and Business Services (Merged with McGladrey) July 1999 - July 2005
Veatch, Rich & Nadler, Chtd. (Merged with American Express) October 1993 - July 1999
Skills
Auditing, Accounting, Tax, Audit, Real Estate, Manufacturing, Financial Reporting, Internal Controls, Business Planning, Nonprofits, QuickBooks, Bookkeeping, CPA, Financial Analysis, Corporate Tax, GAAP, Tax Accounting, Tax Preparation, Financial Accounting, Financial Statements, US GAAP, Cash Flow, Tax Returns, Income Tax, Strategic Financial...
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science, Accountancy
Kutchins, Robbins & Diamond, Ltd. September 2010 - Present
McGladrey & Pullen August 2005 - July 2010
RSM McGladrey August 2005 - July 2010
American Express Tax and Business Services (Merged with McGladrey) July 1999 - July 2005
Veatch, Rich & Nadler, Chtd. (Merged with American Express) October 1993 - July 1999
Skills
Auditing, Accounting, Tax, Audit, Real Estate, Manufacturing, Financial Reporting, Internal Controls, Business Planning, Nonprofits, QuickBooks, Bookkeeping, CPA, Financial Analysis, Corporate Tax, GAAP, Tax Accounting, Tax Preparation, Financial Accounting, Financial Statements, US GAAP, Cash Flow, Tax Returns, Income Tax, Strategic Financial...
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science, Accountancy
Christopher Arndt Christopher Arndt's RSM McGladrey Experience December 2005 - May 2011
Job Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2011 - Present
RSM McGladrey December 2005 - May 2011
University of Minnesota- Carlson School of Management Masters of Tax 2007 - 2008
KPMG 2000 - 2005
Law firm 1996 - 1999
Education
Drake Law School
J.D. with Honors
University of Illinois
University of Minnesota - Carlson School of Management
MBT, Masters of Business Taxation
Ernst & Young August 2011 - Present
RSM McGladrey December 2005 - May 2011
University of Minnesota- Carlson School of Management Masters of Tax 2007 - 2008
KPMG 2000 - 2005
Law firm 1996 - 1999
Education
Drake Law School
J.D. with Honors
University of Illinois
University of Minnesota - Carlson School of Management
MBT, Masters of Business Taxation
Eric Greenwald Eric Greenwald's RSM McGladrey Experience 1996 - 1997
Job Seeking Opportunities
Industry Financial Services
Experience
Primus Electronics 1985 - Present
American Appraisal Associates May 2013 - April 2015
KPMG January 1998 - April 2013
McGladrey & Pullen October 1996 - December 1997
RSM McGladrey 1996 - 1997
Plante & Moran November 1992 - October 1996
Skills
Business Valuation, Financial Reporting, Valuation, Financial Modeling, Financial Analysis, Accounting, SEC filings, Intangible Assets, Due Diligence, Corporate Finance, US GAAP, Purchase Price..., Mergers, Private Equity, Restructuring, SEC Filings, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1992
MBA, Accounting
University of Iowa 1987 — 1989
BBA, Finance
University of Southern California 1985 — 1987
Primus Electronics 1985 - Present
American Appraisal Associates May 2013 - April 2015
KPMG January 1998 - April 2013
McGladrey & Pullen October 1996 - December 1997
RSM McGladrey 1996 - 1997
Plante & Moran November 1992 - October 1996
Skills
Business Valuation, Financial Reporting, Valuation, Financial Modeling, Financial Analysis, Accounting, SEC filings, Intangible Assets, Due Diligence, Corporate Finance, US GAAP, Purchase Price..., Mergers, Private Equity, Restructuring, SEC Filings, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1992
MBA, Accounting
University of Iowa 1987 — 1989
BBA, Finance
University of Southern California 1985 — 1987
Steve Sorensen Steve Sorensen's RSM McGladrey Experience July 1997 - May 2010
Job Owner/Managing Director at Strategy In Progress, LLC
Industry Management Consulting
Experience
Strategy In Progress, LLC May 2010 - Present
RSM McGladrey July 1997 - May 2010
Midland Press Corporation 1994 - 1997
Arthur Andersen, Consulting Division (Now Accenture) July 1981 - October 1983
Skills
Strategy, Management Consulting, Management, Strategic Planning, Project Planning, Succession Planning, Workshop Facilitation, Nonprofits, Executive Management, Manufacturing, Team Management, Executive Coaching, Business Planning, Leadership, Team Building, Process Improvement, Training
Education
Wake Forest University - Babcock Graduate School of Management 1979 — 1981
MBA
University of Iowa - Henry B. Tippie College of Business 1974 — 1976
BBA
Strategy In Progress, LLC May 2010 - Present
RSM McGladrey July 1997 - May 2010
Midland Press Corporation 1994 - 1997
Arthur Andersen, Consulting Division (Now Accenture) July 1981 - October 1983
Skills
Strategy, Management Consulting, Management, Strategic Planning, Project Planning, Succession Planning, Workshop Facilitation, Nonprofits, Executive Management, Manufacturing, Team Management, Executive Coaching, Business Planning, Leadership, Team Building, Process Improvement, Training
Education
Wake Forest University - Babcock Graduate School of Management 1979 — 1981
MBA
University of Iowa - Henry B. Tippie College of Business 1974 — 1976
BBA
Jeff Katz Jeff Katz's RSM McGladrey Experience November 2009 - July 2011
Job AX Functional Solution Architect at Columbus A/S
Industry Computer Software
Experience
Columbus A/S June 2014 - Present
Sikich June 2012 - May 2014
Microsoft July 2011 - June 2012
RSM McGladrey November 2009 - July 2011
Microsoft June 2007 - November 2009
RSM McGladrey November 1999 - June 2007
Skills
Microsoft Dynamics, Navision, Great Plains Software, Axapta, Business Intelligence, Professional Services, Financial Reporting, ERP, Pre-sales, Financials, Microsoft CRM, CRM, Consulting, Enterprise Software, Business Process, Software Implementation, Dynamics, Microsoft Dynamics ERP, SSRS, SharePoint, Crystal Reports, Integration, Business Analysis, Software Project..., Management, Microsoft SQL Server, Requirements Analysis, Microsoft Dynamics AX, Microsoft Dynamics GP
Education
University of Maryland - Robert H. Smith School of Business 1985 — 1989
BS, Accounting & Finance
Columbus A/S June 2014 - Present
Sikich June 2012 - May 2014
Microsoft July 2011 - June 2012
RSM McGladrey November 2009 - July 2011
Microsoft June 2007 - November 2009
RSM McGladrey November 1999 - June 2007
Skills
Microsoft Dynamics, Navision, Great Plains Software, Axapta, Business Intelligence, Professional Services, Financial Reporting, ERP, Pre-sales, Financials, Microsoft CRM, CRM, Consulting, Enterprise Software, Business Process, Software Implementation, Dynamics, Microsoft Dynamics ERP, SSRS, SharePoint, Crystal Reports, Integration, Business Analysis, Software Project..., Management, Microsoft SQL Server, Requirements Analysis, Microsoft Dynamics AX, Microsoft Dynamics GP
Education
University of Maryland - Robert H. Smith School of Business 1985 — 1989
BS, Accounting & Finance
Laurie Leyne Laurie Leyne's RSM McGladrey Experience 2004 - 2004
Job Massage Therapist at Advanced Health & Wellness
Industry Health, Wellness and Fitness
Experience
Laurie Leyne Massage Therapy June 2006 - Present
Advanced Health & Wellness June 2006 - Present
RSM McGladrey 2004 - 2004
Harte, Carucci & Driscoll 2001 - 2001
Liberty Mutual July 1993 - September 1995
Education
Spa Tech Institute 2005 — 2006
Massage Therapy
University of Massachusetts Lowell 1990 — 1993
Bachelor of Science, Accounting
Laurie Leyne Massage Therapy June 2006 - Present
Advanced Health & Wellness June 2006 - Present
RSM McGladrey 2004 - 2004
Harte, Carucci & Driscoll 2001 - 2001
Liberty Mutual July 1993 - September 1995
Education
Spa Tech Institute 2005 — 2006
Massage Therapy
University of Massachusetts Lowell 1990 — 1993
Bachelor of Science, Accounting
Sarah Troehler, CRCM Sarah Troehler, CRCM's RSM McGladrey Experience October 2004 - February 2006
Job Compliance Examiner at FDIC
Industry Banking
Experience
FDIC April 2008 - Present
Illinois Education Association Credit Union February 2006 - April 2008
RSM McGladrey October 2004 - February 2006
Illinois Department of Financial and Professional Regulation May 1997 - October 2004
Skills
Compliance, Fair Lending, Banking, Strategic Planning, Financial Institutions, Public Speaking, Project Management, Loans, Credit, Financial Regulation, Mortgage Lending, Internal Audit
Education
University of Illinois Springfield 1989 — 1994
BS, Economics
Rend Lake College 1986 — 1989
AA, General
FDIC April 2008 - Present
Illinois Education Association Credit Union February 2006 - April 2008
RSM McGladrey October 2004 - February 2006
Illinois Department of Financial and Professional Regulation May 1997 - October 2004
Skills
Compliance, Fair Lending, Banking, Strategic Planning, Financial Institutions, Public Speaking, Project Management, Loans, Credit, Financial Regulation, Mortgage Lending, Internal Audit
Education
University of Illinois Springfield 1989 — 1994
BS, Economics
Rend Lake College 1986 — 1989
AA, General
Dan Feucht's RSM McGladrey Experience June 1998 - May 2006
Job CFO at W.E. O'Neil Construction
Industry Accounting
Experience
W.E. O'Neil Construction April 2014 - Present
W.E. O'Neil Construction December 2013 - April 2014
Executive Construction Inc. January 2007 - December 2013
Powermate Corporation May 2006 - January 2007
RSM McGladrey June 1998 - May 2006
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Bachelor of Science (B.S.), Accounting
W.E. O'Neil Construction April 2014 - Present
W.E. O'Neil Construction December 2013 - April 2014
Executive Construction Inc. January 2007 - December 2013
Powermate Corporation May 2006 - January 2007
RSM McGladrey June 1998 - May 2006
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Bachelor of Science (B.S.), Accounting
Randy Reinhold Randy Reinhold's RSM McGladrey Experience October 1997 - March 2000
Job Facilities Manager
Industry Information Technology and Services
Experience
General Dynamics Information Technology April 2012 - Present
Hills Bank and Trust Company June 2000 - August 2011
RSM McGladrey October 1997 - March 2000
Ostedgaard Construction Company June 1996 - October 1997
First National Bank July 1978 - February 1996
Education
University of Iowa 1975 — 1979
Bachelor of Business Administration, Finance
General Dynamics Information Technology April 2012 - Present
Hills Bank and Trust Company June 2000 - August 2011
RSM McGladrey October 1997 - March 2000
Ostedgaard Construction Company June 1996 - October 1997
First National Bank July 1978 - February 1996
Education
University of Iowa 1975 — 1979
Bachelor of Business Administration, Finance
Ann-Marie Hamann Ann-Marie Hamann's RSM McGladrey Experience June 2008 - July 2011
Job Pension Administrator at Farmer & Betts
Industry Financial Services
Experience
Farmer & Betts August 2013 - Present
Verisight, Inc August 2011 - June 2013
RSM McGladrey June 2008 - July 2011
The Benefits Consulting Group, Inc. June 2007 - June 2008
Oberweis Dairy May 2006 - August 2006
Skills
Actuarial Science, Pension Administration, ProVal, Defined Benefit, Qualified Retirement..., Defined Contribution, FASB, Form 5500 preparation, 401k, Cash Balance, Retirement Benefits, Retirement Plan..., Actuarial Consulting, Profit Sharing, ERISA
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Actuarial Science
Farmer & Betts August 2013 - Present
Verisight, Inc August 2011 - June 2013
RSM McGladrey June 2008 - July 2011
The Benefits Consulting Group, Inc. June 2007 - June 2008
Oberweis Dairy May 2006 - August 2006
Skills
Actuarial Science, Pension Administration, ProVal, Defined Benefit, Qualified Retirement..., Defined Contribution, FASB, Form 5500 preparation, 401k, Cash Balance, Retirement Benefits, Retirement Plan..., Actuarial Consulting, Profit Sharing, ERISA
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Actuarial Science
Matthew Haas, CPA, CFP®'s RSM McGladrey Experience July 2010 - August 2011
Job Wealth Advisor for Business Owners at Pegasus Partners Ltd.
Industry Financial Services
Experience
Pegasus Partners Ltd. May 2015 - Present
Balasa Dinverno Foltz LLC August 2011 - May 2015
RSM McGladrey July 2010 - August 2011
McGladrey & Pullen LLP September 2006 - July 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Pegasus Partners Ltd. May 2015 - Present
Balasa Dinverno Foltz LLC August 2011 - May 2015
RSM McGladrey July 2010 - August 2011
McGladrey & Pullen LLP September 2006 - July 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Rhonda Urbanowicz, CPA's RSM McGladrey Experience September 2005 - November 2008
Job Federal Tax Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey, LLP November 2008 - September 2014
RSM McGladrey September 2005 - November 2008
Universal Orlando November 2004 - September 2005
Arthur Andersen/Grant Thornton September 2001 - October 2004
Skills
Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Accounting, SEC filings, Tax Research, Income Tax, Tax Accounting, US GAAP, Internal Controls
Education
University of Florida 1996 — 2001
Graduate, Accounting
University of Florida 1996 — 2001
Masters of Accounting, Accounting
McGladrey October 2014 - Present
McGladrey, LLP November 2008 - September 2014
RSM McGladrey September 2005 - November 2008
Universal Orlando November 2004 - September 2005
Arthur Andersen/Grant Thornton September 2001 - October 2004
Skills
Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Accounting, SEC filings, Tax Research, Income Tax, Tax Accounting, US GAAP, Internal Controls
Education
University of Florida 1996 — 2001
Graduate, Accounting
University of Florida 1996 — 2001
Masters of Accounting, Accounting
Ginny Wilson Peters Ginny Wilson Peters's RSM McGladrey Experience 1993 - 2001
Job Pioneering Leadership Coach whose work ignites people to explore new possibilties in their lives
Industry Management Consulting
Experience
University of Iowa MBA May 2000 - Present
Integrity Integrated, Inc. May 1999 - Present
University of Iowa MBA program 2000 - 2009
RSM McGladrey 1993 - 2001
Midland Press Corporation August 1991 - February 1998
Skills
Job Search Strategies, Strategy, Inspiration, Higher Education, Risk Management, Product Development, Executive Coaching, Team Building, Organizational..., Instructor-led Training, Employee Benefits, Adult Education, Contract Negotiation, Coaching, Leadership Development, Communication Skills, Program Management, Management, Event Planning, Public Speaking, Leadership, Staff Development, Strategic Planning, Public Relations, Process Improvement, Time Management, Career Development, Conflict Resolution, Human Resources, Workshop Facilitation, Teaching
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1995
MBA, MBA
University of Iowa 1979 — 1983
BA, Accounting
University of Iowa MBA May 2000 - Present
Integrity Integrated, Inc. May 1999 - Present
University of Iowa MBA program 2000 - 2009
RSM McGladrey 1993 - 2001
Midland Press Corporation August 1991 - February 1998
Skills
Job Search Strategies, Strategy, Inspiration, Higher Education, Risk Management, Product Development, Executive Coaching, Team Building, Organizational..., Instructor-led Training, Employee Benefits, Adult Education, Contract Negotiation, Coaching, Leadership Development, Communication Skills, Program Management, Management, Event Planning, Public Speaking, Leadership, Staff Development, Strategic Planning, Public Relations, Process Improvement, Time Management, Career Development, Conflict Resolution, Human Resources, Workshop Facilitation, Teaching
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1995
MBA, MBA
University of Iowa 1979 — 1983
BA, Accounting
Ken Thygesen Ken Thygesen's RSM McGladrey Experience 1989 - 2001
Job CFO at Mrs. Clark's Foods
Industry Food & Beverages
Experience
Robert Half International January 2013 - Present
Eco Ventures Group, Inc. March 2011 - September 2011
Franklin Templeton Investments February 2006 - April 2011
Centennial Mortgage & Funding, Inc April 2003 - February 2006
Veris, Inc April 2000 - April 2003
RSM McGladrey 1989 - 2001
McGladrey & Pullen, LLP April 1995 - April 2000
Travelink Business Systems, Inc. 1983 - 1987
Dataslink 1983 - 1987
Skills
Program Management, IT Strategy, Strategy, Management, Strategic Planning, Management Consulting, Executive Management, Investments, Business Strategy, Leadership, Pricing, Business Planning, Vendor Management, Information Technology, Contract Negotiation, Consulting, Customer Service, Accounting, Start-ups, IT Management
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1978
BBS, Accounting and Finance
Robert Half International January 2013 - Present
Eco Ventures Group, Inc. March 2011 - September 2011
Franklin Templeton Investments February 2006 - April 2011
Centennial Mortgage & Funding, Inc April 2003 - February 2006
Veris, Inc April 2000 - April 2003
RSM McGladrey 1989 - 2001
McGladrey & Pullen, LLP April 1995 - April 2000
Travelink Business Systems, Inc. 1983 - 1987
Dataslink 1983 - 1987
Skills
Program Management, IT Strategy, Strategy, Management, Strategic Planning, Management Consulting, Executive Management, Investments, Business Strategy, Leadership, Pricing, Business Planning, Vendor Management, Information Technology, Contract Negotiation, Consulting, Customer Service, Accounting, Start-ups, IT Management
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1978
BBS, Accounting and Finance
Anita Drentlaw Anita Drentlaw's RSM McGladrey Experience September 2000 - October 2002
Job President at New Market Bank
Industry Banking
Experience
New Market Bank January 2014 - Present
New Market Bank October 2002 - December 2013
RSM McGladrey September 2000 - October 2002
ICBM 1998 - 2000
Independent Community Bankers of Minnesota 1998 - 2000
Skills
Banking, Financial Institutions, Accounting, Risk Management, Loans, Tax, Credit, Credit Analysis, Financial Risk, Commercial Banking, Commercial Lending, Cash Management, Credit Risk, Portfolio Management, Small Business Lending
Education
University of Colorado Boulder 2008 — 2010
Banking
University of St. Thomas 1996 — 2000
BA, Accounting
New Market Bank January 2014 - Present
New Market Bank October 2002 - December 2013
RSM McGladrey September 2000 - October 2002
ICBM 1998 - 2000
Independent Community Bankers of Minnesota 1998 - 2000
Skills
Banking, Financial Institutions, Accounting, Risk Management, Loans, Tax, Credit, Credit Analysis, Financial Risk, Commercial Banking, Commercial Lending, Cash Management, Credit Risk, Portfolio Management, Small Business Lending
Education
University of Colorado Boulder 2008 — 2010
Banking
University of St. Thomas 1996 — 2000
BA, Accounting
Jennifer Myalil Jennifer Myalil's RSM McGladrey Experience January 2004 - June 2012
Job Lead Financial Planning Analyst at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes August 2014 - Present
Baker Hughes June 2012 - August 2014
RSM McGladrey January 2004 - June 2012
Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Accounting, US GAAP, Due Diligence, Financial Statements, Microsoft Excel, SEC filings, Accounts Payable, Microsoft Word, Variance Analysis, PowerPoint, Banking, Assurance, Management Consulting, SAP, Teamwork, Data Analysis, GAAP, CPA, Internal Controls, Internal Audit, IFRS, External Audit, Financial Audits, Account Reconciliation, Cash Flow, Tax Accounting, Finance, General Ledger, Financial Analysis, Sarbanes-Oxley Act, Accruals, QuickBooks, Partnership Taxation, Tax Research, Journal Entries, Budgets, Valuation, Access, Fixed Assets, Asset Management, Hyperion Enterprise, Sarbanes-Oxley, Consolidation, Accounts Receivable, JD Edwards, VAT
Education
University of Illinois at Chicago 2000 — 2003
BA, Accounting and Finance
Baker Hughes August 2014 - Present
Baker Hughes June 2012 - August 2014
RSM McGladrey January 2004 - June 2012
Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Accounting, US GAAP, Due Diligence, Financial Statements, Microsoft Excel, SEC filings, Accounts Payable, Microsoft Word, Variance Analysis, PowerPoint, Banking, Assurance, Management Consulting, SAP, Teamwork, Data Analysis, GAAP, CPA, Internal Controls, Internal Audit, IFRS, External Audit, Financial Audits, Account Reconciliation, Cash Flow, Tax Accounting, Finance, General Ledger, Financial Analysis, Sarbanes-Oxley Act, Accruals, QuickBooks, Partnership Taxation, Tax Research, Journal Entries, Budgets, Valuation, Access, Fixed Assets, Asset Management, Hyperion Enterprise, Sarbanes-Oxley, Consolidation, Accounts Receivable, JD Edwards, VAT
Education
University of Illinois at Chicago 2000 — 2003
BA, Accounting and Finance
Mary Beth (Gildehaus) McWright Mary Beth (Gildehaus) McWright's RSM McGladrey Experience December 2003 - August 2007
Job SR HR Business Partner at Silver Spring Networks
Industry Human Resources
Experience
Silver Spring Networks September 2014 - Present
Booz Allen Hamilton August 2010 - December 2013
H&R Block August 2007 - August 2010
RSM McGladrey December 2003 - August 2007
Cisco Systems June 2000 - October 2002
Arthur Andersen June 1988 - June 2000
Skills
Talent Management, Workforce Planning, Executive Coaching, Talent Acquisition, Leadership Development, Succession Planning, Performance Management, Organizational Design, Change Management, Employee Relations, Organizational..., Onboarding, Employee Engagement, Organizational..., Deferred Compensation, Personnel Management, Leadership, Recruiting, Management Consulting, Employee Benefits, Human Resources, Process Improvement, Management, Executive Search, Sourcing, Team Building, Coaching, Team Leadership, Cross-functional Team...
Education
University of Iowa 1986 — 1991
BBA- Finance, Accounting and Business/Management
Silver Spring Networks September 2014 - Present
Booz Allen Hamilton August 2010 - December 2013
H&R Block August 2007 - August 2010
RSM McGladrey December 2003 - August 2007
Cisco Systems June 2000 - October 2002
Arthur Andersen June 1988 - June 2000
Skills
Talent Management, Workforce Planning, Executive Coaching, Talent Acquisition, Leadership Development, Succession Planning, Performance Management, Organizational Design, Change Management, Employee Relations, Organizational..., Onboarding, Employee Engagement, Organizational..., Deferred Compensation, Personnel Management, Leadership, Recruiting, Management Consulting, Employee Benefits, Human Resources, Process Improvement, Management, Executive Search, Sourcing, Team Building, Coaching, Team Leadership, Cross-functional Team...
Education
University of Iowa 1986 — 1991
BBA- Finance, Accounting and Business/Management
Dave Parkinson, CPA, MBA's RSM McGladrey Experience June 1999 - July 2008
Job Chairman, Central Illinois Angels
Industry Venture Capital & Private Equity
Experience
Central Illinois Angels October 2010 - Present
Lumec Control Products, Inc May 2011 - May 2015
Lumec Control Products, Inc. November 2011 - April 2015
Economic Development Counsel of Central Illinois July 2010 - May 2012
Central Illinois Angels January 2009 - September 2010
Economic Development Council of Central Illinois August 2008 - July 2010
RSM McGladrey June 1999 - July 2008
McGladrey & Pullen September 1989 - July 2008
McGladrey & Pullen October 1984 - July 2008
Skills
Strategic Planning, Accounting, Change Management, Finance, Organizational..., Business Planning, Turn Around Management, Tax, Performance Improvement, Performance Management, Capital, Recruiting, Management, Leadership Development, Business Process..., Leadership, Start-ups, Nonprofits, Entrepreneurship, Management Consulting, Process Improvement, Human Resources, Executive Management, Consulting, Mergers & Acquisitions, Strategy, Business Strategy, Restructuring, Due Diligence, Business Development, Acquisition Integration, Investments
Education
University of Illinois at Urbana-Champaign 1989 — 1991
MBA, Business
Western Illinois University 1975 — 1977
Bachlor of Business, Accounting, Economics, Business
Central Illinois Angels October 2010 - Present
Lumec Control Products, Inc May 2011 - May 2015
Lumec Control Products, Inc. November 2011 - April 2015
Economic Development Counsel of Central Illinois July 2010 - May 2012
Central Illinois Angels January 2009 - September 2010
Economic Development Council of Central Illinois August 2008 - July 2010
RSM McGladrey June 1999 - July 2008
McGladrey & Pullen September 1989 - July 2008
McGladrey & Pullen October 1984 - July 2008
Skills
Strategic Planning, Accounting, Change Management, Finance, Organizational..., Business Planning, Turn Around Management, Tax, Performance Improvement, Performance Management, Capital, Recruiting, Management, Leadership Development, Business Process..., Leadership, Start-ups, Nonprofits, Entrepreneurship, Management Consulting, Process Improvement, Human Resources, Executive Management, Consulting, Mergers & Acquisitions, Strategy, Business Strategy, Restructuring, Due Diligence, Business Development, Acquisition Integration, Investments
Education
University of Illinois at Urbana-Champaign 1989 — 1991
MBA, Business
Western Illinois University 1975 — 1977
Bachlor of Business, Accounting, Economics, Business
Kate Gerhart Kate Gerhart's RSM McGladrey Experience May 2007 - September 2009
Job Senior Compensation Consultant at Nike
Industry Human Resources
Experience
Nike February 2015 - Present
Nike August 2013 - February 2015
Nike May 2011 - August 2013
McGladrey October 2009 - May 2011
RSM McGladrey May 2007 - September 2009
RSM McGladrey December 2005 - April 2007
RSM McGladrey September 2003 - November 2005
UnitedHealthcare May 2002 - August 2003
Skills
Compensation & Benefit, Incentive Programs, Market Pricing, Analysis, Program Management, Job Analysis, Performance Management
Education
University of Minnesota Duluth 1998 — 2002
Bachelor of Business Administration, Finance
Nike February 2015 - Present
Nike August 2013 - February 2015
Nike May 2011 - August 2013
McGladrey October 2009 - May 2011
RSM McGladrey May 2007 - September 2009
RSM McGladrey December 2005 - April 2007
RSM McGladrey September 2003 - November 2005
UnitedHealthcare May 2002 - August 2003
Skills
Compensation & Benefit, Incentive Programs, Market Pricing, Analysis, Program Management, Job Analysis, Performance Management
Education
University of Minnesota Duluth 1998 — 2002
Bachelor of Business Administration, Finance
Glenn Frank, III CPA Glenn Frank, III CPA's RSM McGladrey Experience June 1990 - November 2006
Job Manager, Tax Services Halt Buzas & Powell, LTD
Industry Accounting
Experience
Halt, Buzas & Powell, Ltd. July 2015 - Present
Askey, Askey & Associates, CPA, LLC 2006 - May 2015
RSM McGladrey June 1990 - November 2006
Robinson, Bridgett, Lakes Associates June 1986 - June 1990
Skills
Tax, Corporate Tax, Tax Research, Partnerships, Small Business, Business Strategy, Strategic Financial..., Financial Accounting, CPA, Cost Accounting, Non-profits, Non-compete Agreements, Income Tax, IRS problem resolution, state tax problem..., Team Building, construction tax law, Public Speaking, Personal Tax Planning, Business Tax Planning, succession planning, Business Growth..., Rotary, Leadership Southern..., Accounting, Management Consulting, Tax Preparation, Nonprofits, QuickBooks, Fixed Assets, Tax Accounting, US GAAP, Start-ups, Partnership Taxation, Consolidation, Tax Returns, Financial Statements, Project Planning, S Corporations, Financial Analysis, LLC, Sales Tax, Business Development, Budgets, Financial Planners, Succession Planning, Tax Law, FAS109, Revenue Recognition, Financial Reporting
Education
University of Maryland College Park 1981 — 1986
Bachelor’s Degree, Accounting
University of Maryland College Park 1981 — 1986
Bachelors of Science in Accounting
Halt, Buzas & Powell, Ltd. July 2015 - Present
Askey, Askey & Associates, CPA, LLC 2006 - May 2015
RSM McGladrey June 1990 - November 2006
Robinson, Bridgett, Lakes Associates June 1986 - June 1990
Skills
Tax, Corporate Tax, Tax Research, Partnerships, Small Business, Business Strategy, Strategic Financial..., Financial Accounting, CPA, Cost Accounting, Non-profits, Non-compete Agreements, Income Tax, IRS problem resolution, state tax problem..., Team Building, construction tax law, Public Speaking, Personal Tax Planning, Business Tax Planning, succession planning, Business Growth..., Rotary, Leadership Southern..., Accounting, Management Consulting, Tax Preparation, Nonprofits, QuickBooks, Fixed Assets, Tax Accounting, US GAAP, Start-ups, Partnership Taxation, Consolidation, Tax Returns, Financial Statements, Project Planning, S Corporations, Financial Analysis, LLC, Sales Tax, Business Development, Budgets, Financial Planners, Succession Planning, Tax Law, FAS109, Revenue Recognition, Financial Reporting
Education
University of Maryland College Park 1981 — 1986
Bachelor’s Degree, Accounting
University of Maryland College Park 1981 — 1986
Bachelors of Science in Accounting
Bonnie Simmons Bonnie Simmons's RSM McGladrey Experience September 1988 - May 2010
Job Partner at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group July 2014 - Present
KAF Financial Group August 2010 - Present
RSM McGladrey September 1988 - May 2010
McGladrey & Pullen September 1988 - May 2010
Ziner, Kennedy & Lehan LLP September 1988 - May 2010
Kennedy & Lehan September 1988 - 2003
Meahl McNamara & Co. May 1985 - September 1989
meahl mcnamara 1985 - 1987
meahl mcnamara 1985 - 1987
Skills
GAAP, Tax, Business Valuation, Internal Controls, US GAAP, CPA, Corporate Tax, Tax Research, Accounting, Tax Preparation, Income Tax, Auditing, SEC filings, Tax Accounting, Financial Reporting, External Audit, Tax Returns, Partnership Taxation, QuickBooks, Financial Statements, Assurance, Fixed Assets, Cash Flow, Accountants, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, International Tax, S Corporations, Tax Advisory, General Ledger, Account Reconciliation, Forensic Accounting, Valuation, Financial Analysis
Education
University of Massachusetts Boston 1981 — 1985
Bachelor of Science (BS), Business Adminstration - Accounting
KAF Financial Group July 2014 - Present
KAF Financial Group August 2010 - Present
RSM McGladrey September 1988 - May 2010
McGladrey & Pullen September 1988 - May 2010
Ziner, Kennedy & Lehan LLP September 1988 - May 2010
Kennedy & Lehan September 1988 - 2003
Meahl McNamara & Co. May 1985 - September 1989
meahl mcnamara 1985 - 1987
meahl mcnamara 1985 - 1987
Skills
GAAP, Tax, Business Valuation, Internal Controls, US GAAP, CPA, Corporate Tax, Tax Research, Accounting, Tax Preparation, Income Tax, Auditing, SEC filings, Tax Accounting, Financial Reporting, External Audit, Tax Returns, Partnership Taxation, QuickBooks, Financial Statements, Assurance, Fixed Assets, Cash Flow, Accountants, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, International Tax, S Corporations, Tax Advisory, General Ledger, Account Reconciliation, Forensic Accounting, Valuation, Financial Analysis
Education
University of Massachusetts Boston 1981 — 1985
Bachelor of Science (BS), Business Adminstration - Accounting
Nicholas Ludwigsen, CPA Nicholas Ludwigsen, CPA's RSM McGladrey Experience February 2011 - April 2011
Job Assurance Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2011 - Present
RSM McGladrey February 2011 - April 2011
Robert H. Smith School of Business September 2010 - December 2010
University of Maryland Golf Course August 2009 - November 2010
Ernst & Young June 2010 - August 2010
Franklin Township Soccer Club June 1994 - August 2010
Robert H. Smith School of Business May 2010 - June 2010
Phoenix Marketing International June 2008 - August 2008
Skills
Auditing, Accounting, Tax, Management, Leadership, CPA, Accounts Payable
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
BS, Accounting
Franklin High School
Ernst & Young September 2011 - Present
RSM McGladrey February 2011 - April 2011
Robert H. Smith School of Business September 2010 - December 2010
University of Maryland Golf Course August 2009 - November 2010
Ernst & Young June 2010 - August 2010
Franklin Township Soccer Club June 1994 - August 2010
Robert H. Smith School of Business May 2010 - June 2010
Phoenix Marketing International June 2008 - August 2008
Skills
Auditing, Accounting, Tax, Management, Leadership, CPA, Accounts Payable
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
BS, Accounting
Franklin High School
Anna Mitchell's RSM McGladrey Experience September 2004 - July 2009
Job Actuary
Industry Financial Services
Experience
General Board of Pension and Health Benefits September 2014 - Present
Clarity in Numbers, LLC July 2009 - September 2014
RSM McGladrey September 2004 - July 2009
Towers Perrin March 2001 - September 2004
William M. Mercer March 1995 - March 2001
Tepfer and Spitz, Ltd. January 1992 - September 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1991
Accountancy and Finance-Insurance, Actuarial Mathmatics, Accounting, Finance
General Board of Pension and Health Benefits September 2014 - Present
Clarity in Numbers, LLC July 2009 - September 2014
RSM McGladrey September 2004 - July 2009
Towers Perrin March 2001 - September 2004
William M. Mercer March 1995 - March 2001
Tepfer and Spitz, Ltd. January 1992 - September 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1991
Accountancy and Finance-Insurance, Actuarial Mathmatics, Accounting, Finance
Richard M. Dressler,CLU,ChFC Richard M. Dressler,CLU,ChFC's RSM McGladrey Experience April 2003 - July 2004
Job THE PROTECTOR at Richard M. Dressler, Author
Industry Financial Services
Experience
Richard M. Dressler, Author March 2012 - Present
Legacy Administrative Services 2009 - Present
Dressler Financial Services, Inc 2004 - Present
Cystic Fibrosis Foundation, Georgia Chapter 1980 - Present
Families Anonymous 2011 - 2011
RSM McGladrey April 2003 - July 2004
Skills
Motivational Speaker, Public Speaking, Pensions, Non-profits, Fundraising, Volunteer Management, Leadership Development, Consulting, Organizational..., Strategic Planning, Insurance, Event Planning, Accounting, Budget, Marketing, Event Management, Retirement Plan..., Customer Service, 401k, Motivational Speaking
Education
The University of Connecticut 1959 — 1961
Bachelor of Science (BS), Psychology
University of Connecticut 1957 — 1961
BA, Psychology
Richard M. Dressler, Author March 2012 - Present
Legacy Administrative Services 2009 - Present
Dressler Financial Services, Inc 2004 - Present
Cystic Fibrosis Foundation, Georgia Chapter 1980 - Present
Families Anonymous 2011 - 2011
RSM McGladrey April 2003 - July 2004
Skills
Motivational Speaker, Public Speaking, Pensions, Non-profits, Fundraising, Volunteer Management, Leadership Development, Consulting, Organizational..., Strategic Planning, Insurance, Event Planning, Accounting, Budget, Marketing, Event Management, Retirement Plan..., Customer Service, 401k, Motivational Speaking
Education
The University of Connecticut 1959 — 1961
Bachelor of Science (BS), Psychology
University of Connecticut 1957 — 1961
BA, Psychology
Anthony Schutt, CPA (inactive), CGMA Anthony Schutt, CPA (inactive), CGMA's RSM McGladrey Experience January 2007 - April 2007
Job
Industry Real Estate
Experience
PulteGroup May 2015 - Present
PulteGroup April 2013 - May 2015
Deloitte & Touche, LLP May 2011 - April 2013
McGladrey July 2010 - May 2011
McGladrey January 2009 - June 2010
Iowa Soccer Club August 2007 - December 2008
Hy Vee November 2000 - July 2007
RSM McGladrey January 2007 - April 2007
Skills
Auditing, GAAP, SEC filings, Financial Statements, Accounting, Internal Controls, Financial Analysis, Tax, Financial Accounting, Microsoft Excel, Cash Flow, Financial Audits, Assurance, Revenue Recognition, Finance, Financial Reporting, General Ledger, QuickBooks, US GAAP, CPA, External Audit, Internal Audit, Budgets, Defense Industry, Gaming Industry, Aerospace/Defense, Entrepreneurship, Non-profits, Variance Analysis, Aerospace, Cost Accounting, Account Reconciliation, Accounts Payable, Corporate Finance, Big 4, Analysis, Management, Forecasting, Manufacturing, Financial Institutions, Residential Homes, Single Family Homes, New Homes, First Time Home Buyers, Home Builders, New Home Construction, New Home Building, Leadership, SEC Filings
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Accounting
PulteGroup May 2015 - Present
PulteGroup April 2013 - May 2015
Deloitte & Touche, LLP May 2011 - April 2013
McGladrey July 2010 - May 2011
McGladrey January 2009 - June 2010
Iowa Soccer Club August 2007 - December 2008
Hy Vee November 2000 - July 2007
RSM McGladrey January 2007 - April 2007
Skills
Auditing, GAAP, SEC filings, Financial Statements, Accounting, Internal Controls, Financial Analysis, Tax, Financial Accounting, Microsoft Excel, Cash Flow, Financial Audits, Assurance, Revenue Recognition, Finance, Financial Reporting, General Ledger, QuickBooks, US GAAP, CPA, External Audit, Internal Audit, Budgets, Defense Industry, Gaming Industry, Aerospace/Defense, Entrepreneurship, Non-profits, Variance Analysis, Aerospace, Cost Accounting, Account Reconciliation, Accounts Payable, Corporate Finance, Big 4, Analysis, Management, Forecasting, Manufacturing, Financial Institutions, Residential Homes, Single Family Homes, New Homes, First Time Home Buyers, Home Builders, New Home Construction, New Home Building, Leadership, SEC Filings
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Accounting
Aaron Murch's RSM McGladrey Experience February 2008 - July 2011
Job Experienced ERP Implementation Consultant
Industry Information Technology and Services
Experience
Microsoft May 2014 - Present
Clients First July 2011 - May 2014
RSM McGladrey February 2008 - July 2011
Skills
ERP, Microsoft Dynamics, Manufacturing, Crystal Reports, Business Intelligence, SAP, Software Implementation, Axapta, CRM, Financials, Enterprise Software, Databases, Data Warehousing, SAP Business One, Pre-sales, Software Documentation, Business Process
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA
University of Minnesota-Duluth 2000 — 2004
B.B.A., Management of Information Systems (MIS)
Microsoft May 2014 - Present
Clients First July 2011 - May 2014
RSM McGladrey February 2008 - July 2011
Skills
ERP, Microsoft Dynamics, Manufacturing, Crystal Reports, Business Intelligence, SAP, Software Implementation, Axapta, CRM, Financials, Enterprise Software, Databases, Data Warehousing, SAP Business One, Pre-sales, Software Documentation, Business Process
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA
University of Minnesota-Duluth 2000 — 2004
B.B.A., Management of Information Systems (MIS)
Greyson Purcell Greyson Purcell's RSM McGladrey Experience October 1999 - June 2000
Job Associate Technical Director at Leo Burnett
Industry Marketing and Advertising
Experience
Leo Burnett April 2014 - Present
Leo Burnett 2009 - April 2014
The Distraction Lab September 2010 - Present
University of Iowa February 2001 - October 2009
RSM McGladrey October 1999 - June 2000
Skills
Objective-C, Interaction Design, Unity3D, Video Games, Mobile Games, iOS, Android, Flash, Digital Media, Final Cut Pro, After Effects, ActionScript, User Experience, User Interface, User Interface Design, Flash Builder, HTML 5, Adobe Creative Suite, Web Development
Education
University of Iowa 1994 — 1998
BA, Journalism/Public Relations
Leo Burnett April 2014 - Present
Leo Burnett 2009 - April 2014
The Distraction Lab September 2010 - Present
University of Iowa February 2001 - October 2009
RSM McGladrey October 1999 - June 2000
Skills
Objective-C, Interaction Design, Unity3D, Video Games, Mobile Games, iOS, Android, Flash, Digital Media, Final Cut Pro, After Effects, ActionScript, User Experience, User Interface, User Interface Design, Flash Builder, HTML 5, Adobe Creative Suite, Web Development
Education
University of Iowa 1994 — 1998
BA, Journalism/Public Relations
Rebekah Kleinman Rebekah Kleinman's RSM McGladrey Experience March 1996 - Present
Job Real Estate Director at McGladrey
Industry Accounting
Experience
RSM McGladrey March 1996 - Present
State Services Organization March 1987 - March 1994
Education
University of Maryland University College 1996 — 1998
RSM McGladrey March 1996 - Present
State Services Organization March 1987 - March 1994
Education
University of Maryland University College 1996 — 1998
Stan Lynall, CPA Stan Lynall, CPA's RSM McGladrey Experience 1979 - 2009
Job Director of Venture Investments at OSF HealthCare
Industry Financial Services
Experience
OSF HealthCare September 2015 - Present
Central Illinois Angel Investors May 2009 - Present
LMA Consulting, LLC January 2009 - September 2015
RSM McGladrey 1979 - 2009
Skills
Mergers & Acquisitions, Strategic Planning, Strategy, Management, Start-ups, Financial Analysis, Management Consulting, Finance, Entrepreneurship, Consulting, Venture Capital
Education
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
OSF HealthCare September 2015 - Present
Central Illinois Angel Investors May 2009 - Present
LMA Consulting, LLC January 2009 - September 2015
RSM McGladrey 1979 - 2009
Skills
Mergers & Acquisitions, Strategic Planning, Strategy, Management, Start-ups, Financial Analysis, Management Consulting, Finance, Entrepreneurship, Consulting, Venture Capital
Education
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Katarzyna Prus-Kensik, CPA Katarzyna Prus-Kensik, CPA's RSM McGladrey Experience September 2001 - June 2007
Job International Tax Manager at Deloitte Tax, LLP
Industry Accounting
Experience
Deloitte Tax, LLP January 2012 - Present
Equity International 2007 - September 2011
RSM McGladrey September 2001 - June 2007
United Airlines July 2000 - August 2001
Skills
Tax Accounting, Tax, International Tax, Corporate Tax, FIN 48
Education
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Accounting
University of Economics in Krakow, Poland 1992 — 1995
Bachelor of Science, Finance & Banking
Elementary School
Deloitte Tax, LLP January 2012 - Present
Equity International 2007 - September 2011
RSM McGladrey September 2001 - June 2007
United Airlines July 2000 - August 2001
Skills
Tax Accounting, Tax, International Tax, Corporate Tax, FIN 48
Education
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Accounting
University of Economics in Krakow, Poland 1992 — 1995
Bachelor of Science, Finance & Banking
Elementary School
Chad Koebnick Chad Koebnick's RSM McGladrey Experience October 1988 - June 2011
Job Partner at L. Harris Partners, LLC
Industry Accounting
Experience
L. Harris Partners, LLC September 2011 - Present
RSM McGladrey October 1988 - June 2011
Skills
International Tax, Transfer Pricing, Tax Accounting, CPA, Tax, Accounting, Expatriate Management, Executive Management, Income Tax, Corporate Tax, FIN 48, Intercompany..., SEC filings, International Tax..., Sarbanes-Oxley Act, Mergers & Acquisitions, US Tax, Financial Reporting, GAAP, Partnership Taxation, Tax Research, Enterprise Risk..., Financial Planners, Business Valuation, Tax Advisory, US GAAP, Tax Preparation, Internal Controls, Forensic Accounting, State Tax, S Corporations, Due Diligence
Education
University of Minnesota - Carlson School of Management 1989 — 1994
Masters in Taxation, Business Taxation
University of Minnesota-Twin Cities 1984 — 1989
Bachelor, Accounting
Eden Prairie High School
L. Harris Partners, LLC September 2011 - Present
RSM McGladrey October 1988 - June 2011
Skills
International Tax, Transfer Pricing, Tax Accounting, CPA, Tax, Accounting, Expatriate Management, Executive Management, Income Tax, Corporate Tax, FIN 48, Intercompany..., SEC filings, International Tax..., Sarbanes-Oxley Act, Mergers & Acquisitions, US Tax, Financial Reporting, GAAP, Partnership Taxation, Tax Research, Enterprise Risk..., Financial Planners, Business Valuation, Tax Advisory, US GAAP, Tax Preparation, Internal Controls, Forensic Accounting, State Tax, S Corporations, Due Diligence
Education
University of Minnesota - Carlson School of Management 1989 — 1994
Masters in Taxation, Business Taxation
University of Minnesota-Twin Cities 1984 — 1989
Bachelor, Accounting
Eden Prairie High School
Lori Ann Schneider Lori Ann Schneider's RSM McGladrey Experience 2009 - 2010
Job Director, Strategic Accounts at Robert Half
Industry Management Consulting
Experience
Robert Half 2014 - Present
Girls Inc of Greater Philadelphia and Southern New Jersey June 2004 - Present
Robert Half 2012 - 2014
AC Lordi Consulting 2010 - 2012
West Philadelphia Alliance for Children September 2009 - June 2011
RSM McGladrey 2009 - 2010
Resources Global Professionals 1998 - 2006
Verizon 1988 - 1998
Deloitte 1985 - 1988
Skills
Recruiting, Management, Auditing, Financial Reporting, Financial Analysis, Strategy, Mergers & Acquisitions, Program Management, Sarbanes-Oxley Act, CRM, Risk Management, Accounting, SEC filings, Internal Controls, Business Development, Finance, Tax, Analysis, Strategic Planning, Budgets, Due Diligence, GAAP, Leadership, CPA, Forecasting, Business Analysis, Enterprise Risk..., US GAAP, Internal Audit, Process Improvement
Education
University of Delaware 1981 — 1985
BS, Accounting
Highland Regional
Robert Half 2014 - Present
Girls Inc of Greater Philadelphia and Southern New Jersey June 2004 - Present
Robert Half 2012 - 2014
AC Lordi Consulting 2010 - 2012
West Philadelphia Alliance for Children September 2009 - June 2011
RSM McGladrey 2009 - 2010
Resources Global Professionals 1998 - 2006
Verizon 1988 - 1998
Deloitte 1985 - 1988
Skills
Recruiting, Management, Auditing, Financial Reporting, Financial Analysis, Strategy, Mergers & Acquisitions, Program Management, Sarbanes-Oxley Act, CRM, Risk Management, Accounting, SEC filings, Internal Controls, Business Development, Finance, Tax, Analysis, Strategic Planning, Budgets, Due Diligence, GAAP, Leadership, CPA, Forecasting, Business Analysis, Enterprise Risk..., US GAAP, Internal Audit, Process Improvement
Education
University of Delaware 1981 — 1985
BS, Accounting
Highland Regional
Don West's RSM McGladrey Experience June 2004 - September 2005
Job Senior Consultant at NetSuite
Industry Computer Software
Experience
NetSuite May 2015 - Present
E2B Teknologies October 2007 - April 2015
Sage Software 1998 - April 2015
Blytheco, LLC August 2005 - April 2007
RSM McGladrey June 2004 - September 2005
ePartners, Inc. 1997 - May 2004
Productivity Point International 1994 - 1996
Skills
MAS500, Enterprise Software, Manufacturing, Crystal Reports, FRx, Software Implementation, ERP, Sage, Business Intelligence, Business Process, Microsoft SQL Server, Business Analysis, Consulting, Management, SaaS, Financial Reporting, Pre-sales, Integration, Project Management, Software Project..., Professional Services, Cloud Computing
Education
University of Illinois at Chicago
Bachelor of Applied Science (BASc), Accounting and Business/Management
NetSuite May 2015 - Present
E2B Teknologies October 2007 - April 2015
Sage Software 1998 - April 2015
Blytheco, LLC August 2005 - April 2007
RSM McGladrey June 2004 - September 2005
ePartners, Inc. 1997 - May 2004
Productivity Point International 1994 - 1996
Skills
MAS500, Enterprise Software, Manufacturing, Crystal Reports, FRx, Software Implementation, ERP, Sage, Business Intelligence, Business Process, Microsoft SQL Server, Business Analysis, Consulting, Management, SaaS, Financial Reporting, Pre-sales, Integration, Project Management, Software Project..., Professional Services, Cloud Computing
Education
University of Illinois at Chicago
Bachelor of Applied Science (BASc), Accounting and Business/Management
Neha Markanda, MBA Neha Markanda, MBA's RSM McGladrey Experience November 2007 - November 2010
Job Seeking new opportunities l Bilingual, Operations Executive l Strategic Planning | Change Management l Lean/Six Sigma
Industry Financial Services
Experience
Target Corporate February 2013 - March 2015
Sabbatical December 2010 - February 2013
RSM McGladrey November 2007 - November 2010
RSM McGladrey August 2006 - November 2007
Ameriprise Financial November 2003 - August 2006
Ameriprise Financial August 2002 - November 2003
Ameriprise Financial March 2000 - August 2002
State Street Global Advisors November 1998 - March 2000
Parke Davis Warner Lambert (now Pfizer) August 1997 - October 1998
Skills
Business Process..., Strategic Planning, Program Management, Management Consulting, Change Management, Project Management, Business Development, Process Improvement, Project Planning, Six Sigma, Vendor Management, Business Strategy, Cross-functional Team..., Tax, PMP, Risk Management, Financial Modeling, Leadership, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive MBA, Strategy and Leadership, Magna Cum Laude
University of Minnesota-Morris 1993 — 1997
B.A., Finance and Management
Target Corporate February 2013 - March 2015
Sabbatical December 2010 - February 2013
RSM McGladrey November 2007 - November 2010
RSM McGladrey August 2006 - November 2007
Ameriprise Financial November 2003 - August 2006
Ameriprise Financial August 2002 - November 2003
Ameriprise Financial March 2000 - August 2002
State Street Global Advisors November 1998 - March 2000
Parke Davis Warner Lambert (now Pfizer) August 1997 - October 1998
Skills
Business Process..., Strategic Planning, Program Management, Management Consulting, Change Management, Project Management, Business Development, Process Improvement, Project Planning, Six Sigma, Vendor Management, Business Strategy, Cross-functional Team..., Tax, PMP, Risk Management, Financial Modeling, Leadership, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive MBA, Strategy and Leadership, Magna Cum Laude
University of Minnesota-Morris 1993 — 1997
B.A., Finance and Management
Michael Sindall, CPA Michael Sindall, CPA's RSM McGladrey Experience June 2008 - August 2008
Job Associate Manager
Industry Accounting
Experience
The Siegfried Group February 2015 - Present
McGladrey LLP November 2009 - February 2015
CSC 2015 - 2015
McGladrey & Pullen January 2009 - April 2009
RSM McGladrey June 2008 - August 2008
Skills
Auditing, Nonprofits, Financial Reporting, Accounting, US GAAP, Financial Analysis, GAAP, Financial Accounting, Internal Controls, External Audit
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.A., Accounting and Economics
The Siegfried Group February 2015 - Present
McGladrey LLP November 2009 - February 2015
CSC 2015 - 2015
McGladrey & Pullen January 2009 - April 2009
RSM McGladrey June 2008 - August 2008
Skills
Auditing, Nonprofits, Financial Reporting, Accounting, US GAAP, Financial Analysis, GAAP, Financial Accounting, Internal Controls, External Audit
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.A., Accounting and Economics
Carter Sims Carter Sims's RSM McGladrey Experience October 2007 - September 2010
Job Independent Consultant
Industry Financial Services
Experience
Self October 2013 - Present
Edgilent Corp April 2012 - October 2013
Bank of America August 2010 - February 2012
RSM McGladrey October 2007 - September 2010
Skills
Fixed Income, Hedge Funds, Asset Management, Investments, Portfolio Management, Axys, APX, Analysis, Mutual Funds, Valuation, Asset Allocation, Wealth Management, Trading, Bonds, Equities, Financial Services, Bloomberg, Private Equity
Education
University of Illinois at Chicago 2003 — 2009
Finance, Finance, Accounting, Economics
Self October 2013 - Present
Edgilent Corp April 2012 - October 2013
Bank of America August 2010 - February 2012
RSM McGladrey October 2007 - September 2010
Skills
Fixed Income, Hedge Funds, Asset Management, Investments, Portfolio Management, Axys, APX, Analysis, Mutual Funds, Valuation, Asset Allocation, Wealth Management, Trading, Bonds, Equities, Financial Services, Bloomberg, Private Equity
Education
University of Illinois at Chicago 2003 — 2009
Finance, Finance, Accounting, Economics
Julie de Ranitz Julie de Ranitz's RSM McGladrey Experience June 2008 - May 2009
Job Vice President, Learning & Development at The Schwan Food Company
Industry Human Resources
Experience
The Schwan Food Company June 2015 - Present
McGladrey September 2010 - May 2015
Analysts International May 2009 - September 2010
RSM McGladrey June 2008 - May 2009
HID Corporation June 2004 - May 2008
Target Corporation 2000 - 2004
BF Goodrich Aerospace 1998 - 2000
Rockwell Collins November 1996 - August 1998
Union Carbide 1994 - 1996
Skills
Onboarding, Succession Planning, Talent Management, Employee Relations, Performance Management, Employee Engagement, Workforce Planning, Employee Benefits, Organizational..., New Hire Orientations, Training, Human Resources, Leadership, Change Management, Budgets, Compensation & Benefit, Employee Training, HR Consulting, Interviews, Labor Relations, Mergers & Acquisitions, Organizational Design, Organizational..., Personnel Management, Process Improvement, Staff Development, Strategy, Consulting, Employer Branding
Education
University of Illinois at Urbana-Champaign 1988 — 1994
MLIR, BS, Human Resources, Psychology
The Schwan Food Company June 2015 - Present
McGladrey September 2010 - May 2015
Analysts International May 2009 - September 2010
RSM McGladrey June 2008 - May 2009
HID Corporation June 2004 - May 2008
Target Corporation 2000 - 2004
BF Goodrich Aerospace 1998 - 2000
Rockwell Collins November 1996 - August 1998
Union Carbide 1994 - 1996
Skills
Onboarding, Succession Planning, Talent Management, Employee Relations, Performance Management, Employee Engagement, Workforce Planning, Employee Benefits, Organizational..., New Hire Orientations, Training, Human Resources, Leadership, Change Management, Budgets, Compensation & Benefit, Employee Training, HR Consulting, Interviews, Labor Relations, Mergers & Acquisitions, Organizational Design, Organizational..., Personnel Management, Process Improvement, Staff Development, Strategy, Consulting, Employer Branding
Education
University of Illinois at Urbana-Champaign 1988 — 1994
MLIR, BS, Human Resources, Psychology
Rachel Brucker Rachel Brucker's RSM McGladrey Experience June 2009 - August 2009
Job Innovating to expand global access to healthcare.
Industry Government Relations
Experience
Medtronic June 2015 - Present
Medtronic September 2012 - June 2015
Medtronic February 2011 - September 2012
Carlson School of Management March 2010 - February 2011
University of Minnesota Law School May 2009 - September 2009
RSM McGladrey June 2009 - August 2009
Minnesota Tax Court January 2009 - August 2009
University of Minnesota Law School February 2009 - July 2009
University of Minnesota Law School January 2009 - March 2009
Lifetouch National School Studios November 2005 - January 2007
Skills
Product Development, Medical Devices, Strategy, Start-ups, Management, Legal Writing, Interpersonal Leadership, Data Analysis, Public Speaking, Financial Modeling, Program Management, Analysis, Business Development, Nonprofits, Sales, FDA
Education
University of Minnesota - Carlson School of Management 2009 — 2010
MBA, Medical Industry Specialization, Strategic Management
University of Minnesota Law School 2007 — 2009
JD, Business Law
University of Minnesota-Twin Cities 2000 — 2003
BA, Political Science, Psychology
Medtronic June 2015 - Present
Medtronic September 2012 - June 2015
Medtronic February 2011 - September 2012
Carlson School of Management March 2010 - February 2011
University of Minnesota Law School May 2009 - September 2009
RSM McGladrey June 2009 - August 2009
Minnesota Tax Court January 2009 - August 2009
University of Minnesota Law School February 2009 - July 2009
University of Minnesota Law School January 2009 - March 2009
Lifetouch National School Studios November 2005 - January 2007
Skills
Product Development, Medical Devices, Strategy, Start-ups, Management, Legal Writing, Interpersonal Leadership, Data Analysis, Public Speaking, Financial Modeling, Program Management, Analysis, Business Development, Nonprofits, Sales, FDA
Education
University of Minnesota - Carlson School of Management 2009 — 2010
MBA, Medical Industry Specialization, Strategic Management
University of Minnesota Law School 2007 — 2009
JD, Business Law
University of Minnesota-Twin Cities 2000 — 2003
BA, Political Science, Psychology
Murray Glass Murray Glass's RSM McGladrey Experience April 2005 - December 2006
Job Midwest Regional Vice President at Farmer and Betts Pension Consulting
Industry Financial Services
Experience
Farmer and Betts Pension Consulting March 2015 - Present
TWG Benefits February 2013 - March 2015
Dana Consulting Group January 2012 - January 2013
The Retirement Advantage February 2009 - January 2010
Tegra Financial Partners March 2008 - January 2009
Benefit Services Group, Inc. February 2007 - March 2008
RSM McGladrey April 2005 - December 2006
Skills
401k, Retirement, Plan Design, Profit Sharing, Retirement Services, New Business Development, Consultative Selling, Retirement Plan..., Client Service, Defined Contribution, Employee Benefits, ERISA, Retirement Planning, Pensions, Defined Benefit, Consulting, Sales, Business Planning, Financial Services, Investments, Financial Advisory, Series 6, Mutual Funds, Series 63, Client Services, Selling
Education
University of Massachusetts, Amherst
Political Science
Farmer and Betts Pension Consulting March 2015 - Present
TWG Benefits February 2013 - March 2015
Dana Consulting Group January 2012 - January 2013
The Retirement Advantage February 2009 - January 2010
Tegra Financial Partners March 2008 - January 2009
Benefit Services Group, Inc. February 2007 - March 2008
RSM McGladrey April 2005 - December 2006
Skills
401k, Retirement, Plan Design, Profit Sharing, Retirement Services, New Business Development, Consultative Selling, Retirement Plan..., Client Service, Defined Contribution, Employee Benefits, ERISA, Retirement Planning, Pensions, Defined Benefit, Consulting, Sales, Business Planning, Financial Services, Investments, Financial Advisory, Series 6, Mutual Funds, Series 63, Client Services, Selling
Education
University of Massachusetts, Amherst
Political Science
Mike Campana's RSM McGladrey Experience October 1999 - November 2011
Job Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey 1999 - Present
RSM McGladrey October 1999 - November 2011
Johnsonville Sausage 1993 - 1999
Deloitte 1988 - 1992
University of Iowa 1985 - 1986
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
M.A., Accounting
McGladrey 1999 - Present
RSM McGladrey October 1999 - November 2011
Johnsonville Sausage 1993 - 1999
Deloitte 1988 - 1992
University of Iowa 1985 - 1986
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
M.A., Accounting
Scott Jablow, CPA Scott Jablow, CPA's RSM McGladrey Experience January 2004 - June 2008
Job Partner at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - Present
RSM McGladrey January 2004 - June 2008
American Express Tax and Business Services January 2000 - January 2004
Derezin and Breier Co. June 1997 - January 2000
Noel Jablow, CPA January 1993 - April 1997
Skills
Individual Taxation, Partnership Taxation, Federal Taxation, State Taxation, Corporate Tax, Local Taxation
Education
University of Delaware 1992 — 1995
B.S., Accounting
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - Present
RSM McGladrey January 2004 - June 2008
American Express Tax and Business Services January 2000 - January 2004
Derezin and Breier Co. June 1997 - January 2000
Noel Jablow, CPA January 1993 - April 1997
Skills
Individual Taxation, Partnership Taxation, Federal Taxation, State Taxation, Corporate Tax, Local Taxation
Education
University of Delaware 1992 — 1995
B.S., Accounting
Danielle Wolford, CPA/CFF, CFE Danielle Wolford, CPA/CFF, CFE's RSM McGladrey Experience November 2006 - April 2014
Job Senior Manager at BDO Consulting
Industry Accounting
Experience
BDO Consulting April 2014 - Present
RSM McGladrey November 2006 - April 2014
Huron Consulting Group February 2005 - July 2006
Bank of America August 2003 - February 2005
Price Waterhouse Coopers January 2001 - August 2003
Skills
Fraud Investigations, Forensic Investigations, Litigation Support, Restructuring, Forensic Accounting, Financial Advisory, Certified Fraud Examiner, Fraud, Financial Analysis, Accounting, Internal Controls, Financial Reporting, Forecasting, Finance, Auditing, GAAP, Expert Witness, Forensic Analysis, Mergers & Acquisitions, Financial Modeling
Education
University of Michigan
BA, Accounting
BDO Consulting April 2014 - Present
RSM McGladrey November 2006 - April 2014
Huron Consulting Group February 2005 - July 2006
Bank of America August 2003 - February 2005
Price Waterhouse Coopers January 2001 - August 2003
Skills
Fraud Investigations, Forensic Investigations, Litigation Support, Restructuring, Forensic Accounting, Financial Advisory, Certified Fraud Examiner, Fraud, Financial Analysis, Accounting, Internal Controls, Financial Reporting, Forecasting, Finance, Auditing, GAAP, Expert Witness, Forensic Analysis, Mergers & Acquisitions, Financial Modeling
Education
University of Michigan
BA, Accounting
Tammy D. Rhodes Tammy D. Rhodes's RSM McGladrey Experience September 2003 - February 2004
Job Human Resources Generalist at Hughes Network Systems
Industry Human Resources
Experience
Hughes Network Systems September 2014 - Present
ATHENA Consulting February 2014 - September 2014
DAI November 2011 - December 2013
Marriott International February 2004 - November 2011
RSM McGladrey September 2003 - February 2004
RSM McGladrey April 2002 - September 2003
The KEVRIC Company, Inc. October 2001 - February 2002
The KEVRIC Company, Inc. December 2000 - October 2001
PREIT February 1997 - December 2000
Skills
Outlook, Lotus Notes, Microsoft Office Xp, Employee Benefits, Leadership, PeopleSoft, Human Resources, Recruiting, HRIS, Employee Relations, Policy, Training, Resume Writing, Applicant Tracking..., Analysis, Onboarding, New Hire Orientations, Personnel Management, HR Policies, Talent Acquisition, College Recruiting, Management, Employment Law, Microsoft Office
Education
University of Maryland University College 2008 — 2015
Masters, Master of Science in Management: Human Resource Management
University of Maryland College Park 1994 — 1996
Bachelor of Arts, English Language and Literature
Mirabeau B. Lamar 1987 — 1991
Hughes Network Systems September 2014 - Present
ATHENA Consulting February 2014 - September 2014
DAI November 2011 - December 2013
Marriott International February 2004 - November 2011
RSM McGladrey September 2003 - February 2004
RSM McGladrey April 2002 - September 2003
The KEVRIC Company, Inc. October 2001 - February 2002
The KEVRIC Company, Inc. December 2000 - October 2001
PREIT February 1997 - December 2000
Skills
Outlook, Lotus Notes, Microsoft Office Xp, Employee Benefits, Leadership, PeopleSoft, Human Resources, Recruiting, HRIS, Employee Relations, Policy, Training, Resume Writing, Applicant Tracking..., Analysis, Onboarding, New Hire Orientations, Personnel Management, HR Policies, Talent Acquisition, College Recruiting, Management, Employment Law, Microsoft Office
Education
University of Maryland University College 2008 — 2015
Masters, Master of Science in Management: Human Resource Management
University of Maryland College Park 1994 — 1996
Bachelor of Arts, English Language and Literature
Mirabeau B. Lamar 1987 — 1991
Christina Biggin's RSM McGladrey Experience January 2007 - September 2008
Job Human Resources Coordinator at Stonehill Franciscan Services
Industry Government Administration
Experience
Stonehill Franciscan Services June 2013 - Present
City of Dubuque November 2012 - June 2013
Heartland Financial USA, Inc. April 2012 - November 2012
Heartland Financial USA, Inc. September 2008 - April 2012
RSM McGladrey January 2007 - September 2008
Quality Inn 2002 - 2005
Skills
Recruiting, Policy, Employee Relations, Benefits Administration, Human Resources, HRIS, Outlook, FMLA, Training, Ultipro, New Hire Orientations, Budgets, ADP Payroll, Onboarding, Compensation & Benefit, Personnel Management, Team Building, Performance Management
Education
University of Dubuque
BA, Human Resources
Stonehill Franciscan Services June 2013 - Present
City of Dubuque November 2012 - June 2013
Heartland Financial USA, Inc. April 2012 - November 2012
Heartland Financial USA, Inc. September 2008 - April 2012
RSM McGladrey January 2007 - September 2008
Quality Inn 2002 - 2005
Skills
Recruiting, Policy, Employee Relations, Benefits Administration, Human Resources, HRIS, Outlook, FMLA, Training, Ultipro, New Hire Orientations, Budgets, ADP Payroll, Onboarding, Compensation & Benefit, Personnel Management, Team Building, Performance Management
Education
University of Dubuque
BA, Human Resources
Kristin Marouchoc Kristin Marouchoc's RSM McGladrey Experience June 2008 - June 2010
Job Boston Office Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines March 2011 - Present
RSM McGladrey June 2008 - June 2010
Edwards Angell Palmer & Dodge LLP November 2005 - May 2007
Abacus Travel November 2003 - November 2005
Education
University of Massachusetts, Amherst 1999 — 2003
Financial Engines March 2011 - Present
RSM McGladrey June 2008 - June 2010
Edwards Angell Palmer & Dodge LLP November 2005 - May 2007
Abacus Travel November 2003 - November 2005
Education
University of Massachusetts, Amherst 1999 — 2003
Angelica Puchala, CPA's RSM McGladrey Experience January 2006 - May 2006
Job Senior Consultant at HealthScape Advisors LLC
Industry Accounting
Experience
HealthScape Advisors LLC November 2012 - Present
Deloitte Tax LLP July 2010 - October 2012
Deloitte Tax LLP July 2008 - July 2010
Deloitte & Touche January 2009 - May 2009
McDonald's Corporation May 2006 - May 2008
RSM McGladrey January 2006 - May 2006
Skills
Healthcare Consulting, Health Insurance, Tax, CPA, Tax Accounting, Auditing, GAAP, Accounting, Private Equity, Women Leaders, Women's Issues, Community Initiatives, US GAAP
Education
University of Illinois at Chicago 2003 — 2008
Bachelor, Accounting and Finance
HealthScape Advisors LLC November 2012 - Present
Deloitte Tax LLP July 2010 - October 2012
Deloitte Tax LLP July 2008 - July 2010
Deloitte & Touche January 2009 - May 2009
McDonald's Corporation May 2006 - May 2008
RSM McGladrey January 2006 - May 2006
Skills
Healthcare Consulting, Health Insurance, Tax, CPA, Tax Accounting, Auditing, GAAP, Accounting, Private Equity, Women Leaders, Women's Issues, Community Initiatives, US GAAP
Education
University of Illinois at Chicago 2003 — 2008
Bachelor, Accounting and Finance
Christie LaFontaine Christie LaFontaine's RSM McGladrey Experience August 2007 - June 2008
Job Audit Manager with Deloitte & Touche
Industry Accounting
Experience
Deloitte August 2011 - Present
Deloitte September 2009 - August 2011
RSM McGladrey August 2007 - June 2008
Shane Co. March 2007 - August 2007
Shane Co. February 2006 - March 2007
Shane Co. September 2003 - February 2006
Skills
Financial Services, Energy Industry, Accounting, Financial Reporting, US GAAP, SEC filings, Internal Controls, Auditing, Financial Statements, Financial Analysis, Sarbanes-Oxley, General Ledger
Education
University of Colorado Boulder 2008 — 2009
MS, Accounting
University of Colorado Denver 2007 — 2008
MS, Accounting
University of Colorado at Denver
BS, Biology
Deloitte August 2011 - Present
Deloitte September 2009 - August 2011
RSM McGladrey August 2007 - June 2008
Shane Co. March 2007 - August 2007
Shane Co. February 2006 - March 2007
Shane Co. September 2003 - February 2006
Skills
Financial Services, Energy Industry, Accounting, Financial Reporting, US GAAP, SEC filings, Internal Controls, Auditing, Financial Statements, Financial Analysis, Sarbanes-Oxley, General Ledger
Education
University of Colorado Boulder 2008 — 2009
MS, Accounting
University of Colorado Denver 2007 — 2008
MS, Accounting
University of Colorado at Denver
BS, Biology
Matthew Lekie Matthew Lekie's RSM McGladrey Experience September 2007 - July 2011
Job Tax Analyst III at Valspar
Industry Accounting
Experience
Valspar July 2011 - Present
RSM McGladrey September 2007 - July 2011
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Accounting, Accounting
Valspar July 2011 - Present
RSM McGladrey September 2007 - July 2011
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Accounting, Accounting
Justin Soles Justin Soles's RSM McGladrey Experience January 2005 - April 2005
Job Certified Public Accountant at Bayerkohler & Graff, Ltd.
Industry Accounting
Experience
Bayerkohler & Graff, Ltd. January 2006 - Present
Hawkins, Inc. June 2005 - December 2005
RSM McGladrey January 2005 - April 2005
Medtronic June 2004 - October 2004
Skills
Tax, Process Improvement, Auditing, Financial Reporting, Accounting, Small Business, General Ledger, Partnership Taxation, Bookkeeping, Financial Accounting, Tax Preparation, Financial Analysis, Tax Accounting, QuickBooks, Tax Returns, CPA, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 2001 — 2006
BSB, Accounting & Finance
Bayerkohler & Graff, Ltd. January 2006 - Present
Hawkins, Inc. June 2005 - December 2005
RSM McGladrey January 2005 - April 2005
Medtronic June 2004 - October 2004
Skills
Tax, Process Improvement, Auditing, Financial Reporting, Accounting, Small Business, General Ledger, Partnership Taxation, Bookkeeping, Financial Accounting, Tax Preparation, Financial Analysis, Tax Accounting, QuickBooks, Tax Returns, CPA, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 2001 — 2006
BSB, Accounting & Finance
Ryan Donegan's RSM McGladrey Experience January 2009 - March 2009
Job Senior Staff Accountant at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic December 2013 - Present
General Atlantic August 2010 - December 2013
RSM McGladrey January 2009 - March 2009
People's Securities, Inc. May 2008 - August 2008
Skills
Financial Accounting, CPA, Auditing, GAAP, Financial Analysis, Financial Reporting
Education
University of Connecticut 2010 — 2011
MS, Accounting
University of Connecticut 2006 — 2010
BS, Accounting
General Atlantic December 2013 - Present
General Atlantic August 2010 - December 2013
RSM McGladrey January 2009 - March 2009
People's Securities, Inc. May 2008 - August 2008
Skills
Financial Accounting, CPA, Auditing, GAAP, Financial Analysis, Financial Reporting
Education
University of Connecticut 2010 — 2011
MS, Accounting
University of Connecticut 2006 — 2010
BS, Accounting
Tutsi Marodza Tutsi Marodza's RSM McGladrey Experience October 2005 - August 2007
Job Associate Director at The Siegfried Group
Industry Financial Services
Experience
The Siegfried Group March 2010 - Present
Fairfield Greenwich Group June 2008 - December 2008
JPMorgan Chase August 2007 - June 2008
RSM McGladrey October 2005 - August 2007
South African Revenue Service January 2004 - October 2005
PricewaterhouseCoopers January 2001 - December 2003
Skills
Hedge Funds, Accounting, Financial Reporting, Financial Analysis, GAAP, Fund Accounting, Auditing, US GAAP, Asset Management, SEC filings, Alternative Investments, Fund Of Funds, Financial Accounting, Private Equity, Asset Managment, Tax, External Audit, Internal Controls, Forecasting, Finance, Financial Services
Education
University of KwaZulu-Natal 2004 — 2004
Bachelor of Commerce, Honours in Accounting - CTA
The Siegfried Group March 2010 - Present
Fairfield Greenwich Group June 2008 - December 2008
JPMorgan Chase August 2007 - June 2008
RSM McGladrey October 2005 - August 2007
South African Revenue Service January 2004 - October 2005
PricewaterhouseCoopers January 2001 - December 2003
Skills
Hedge Funds, Accounting, Financial Reporting, Financial Analysis, GAAP, Fund Accounting, Auditing, US GAAP, Asset Management, SEC filings, Alternative Investments, Fund Of Funds, Financial Accounting, Private Equity, Asset Managment, Tax, External Audit, Internal Controls, Forecasting, Finance, Financial Services
Education
University of KwaZulu-Natal 2004 — 2004
Bachelor of Commerce, Honours in Accounting - CTA
Tony Velebil Tony Velebil's RSM McGladrey Experience August 2004 - May 2005
Job Lefkowitz & Company, LLP
Industry Accounting
Experience
Lefkowitz & Company August 2015 - Present
Quantile Data June 2015 - August 2015
Recovery Ranch LLC. August 2014 - May 2015
Robert Half Salaried Professional Services June 2011 - May 2013
Self Employed January 2008 - May 2011
Outpost Wines November 2006 - June 2008
Kosta Browne Winery June 2005 - November 2006
RSM McGladrey August 2004 - May 2005
Deloitte January 1998 - January 2004
Skills
Accounting, Auditing, Analysis, Tax, QuickBooks, Management, Strategic Planning, Financial Analysis, Financial Statements, Consulting, Finance, Accounts Payable, Budgets, counseling, Addiction Recovery, Client Intake, Event Planning, Event Management, Business Development, Sales, Income Tax, Tax Preparation, Start-ups, Microsoft Excel, Tax Research
Education
University of La Verne 1994 — 1996
Bachelor of Science (B.S.), Accounting
University of La Verne
Bachelor of Science, Accounting
Lefkowitz & Company August 2015 - Present
Quantile Data June 2015 - August 2015
Recovery Ranch LLC. August 2014 - May 2015
Robert Half Salaried Professional Services June 2011 - May 2013
Self Employed January 2008 - May 2011
Outpost Wines November 2006 - June 2008
Kosta Browne Winery June 2005 - November 2006
RSM McGladrey August 2004 - May 2005
Deloitte January 1998 - January 2004
Skills
Accounting, Auditing, Analysis, Tax, QuickBooks, Management, Strategic Planning, Financial Analysis, Financial Statements, Consulting, Finance, Accounts Payable, Budgets, counseling, Addiction Recovery, Client Intake, Event Planning, Event Management, Business Development, Sales, Income Tax, Tax Preparation, Start-ups, Microsoft Excel, Tax Research
Education
University of La Verne 1994 — 1996
Bachelor of Science (B.S.), Accounting
University of La Verne
Bachelor of Science, Accounting
Kristi Fort's RSM McGladrey Experience October 2005 - Present
Job Director, IT Portfolio Mgmt at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey October 2005 - Present
American Express Tax and Business Services, Inc. April 2001 - September 2005
American Express Tax and Business Services, Inc. February 1998 - March 2001
Carlson Companies October 1990 - January 1998
Coopers & Lybrand September 1988 - September 1990
Education
University of St. Thomas 1996 — 1999
Masters Certificate, Business Communications
University of Iowa - Henry B. Tippie College of Business 1982 — 1988
MA/BBA, Accounting
RSM McGladrey October 2005 - Present
American Express Tax and Business Services, Inc. April 2001 - September 2005
American Express Tax and Business Services, Inc. February 1998 - March 2001
Carlson Companies October 1990 - January 1998
Coopers & Lybrand September 1988 - September 1990
Education
University of St. Thomas 1996 — 1999
Masters Certificate, Business Communications
University of Iowa - Henry B. Tippie College of Business 1982 — 1988
MA/BBA, Accounting
Leslie Mojica's RSM McGladrey Experience May 2006 - February 2008
Job Tax staff at Citrix Systems, Inc.
Industry Accounting
Experience
Citrix Systems March 2008 - Present
RSM McGladrey May 2006 - February 2008
Education
University of Miami 2002 — 2006
Citrix Systems March 2008 - Present
RSM McGladrey May 2006 - February 2008
Education
University of Miami 2002 — 2006
Teresa Wake's RSM McGladrey Experience January 1992 - July 2005
Job Consultant at Dynamic Systems Consulting
Industry Information Technology and Services
Experience
Dynamic Systems Consulting December 2008 - Present
Yellow Book USA February 2006 - November 2008
RSM McGladrey January 1992 - July 2005
McGladrey & Pullen 1992 - 2005
Skills
Software Installation, Servers, Windows Server, Security, SharePoint, Active Directory, Microsoft Exchange, Disaster Recovery, Citrix, Project Management, Information Technology, Windows 7, Business Process..., IT Management, Network Security, Network Administration
Education
University of Iowa 1981 — 1985
BBA, MIS
Dynamic Systems Consulting December 2008 - Present
Yellow Book USA February 2006 - November 2008
RSM McGladrey January 1992 - July 2005
McGladrey & Pullen 1992 - 2005
Skills
Software Installation, Servers, Windows Server, Security, SharePoint, Active Directory, Microsoft Exchange, Disaster Recovery, Citrix, Project Management, Information Technology, Windows 7, Business Process..., IT Management, Network Security, Network Administration
Education
University of Iowa 1981 — 1985
BBA, MIS
Lauren Au, CPA's RSM McGladrey Experience January 2009 - April 2009
Job Campus Recruiter at EY
Industry Accounting
Experience
EY September 2013 - Present
Plante Moran November 2010 - September 2013
RSM McGladrey January 2009 - April 2009
Mark August 2005 - May 2008
True Partners Consulting May 2007 - August 2007
Skills
PowerPoint, Tax, Tax Returns, Recruiting, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2009 — 2010
MAS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
EY September 2013 - Present
Plante Moran November 2010 - September 2013
RSM McGladrey January 2009 - April 2009
Mark August 2005 - May 2008
True Partners Consulting May 2007 - August 2007
Skills
PowerPoint, Tax, Tax Returns, Recruiting, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2009 — 2010
MAS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bonnie Bauer's RSM McGladrey Experience Director, Informatin SecurityING1987 - 2004
Job Manager, Information Risk Mgmt at RSM McGladrey
Industry Financial Services
Experience
RSM McGladrey Director, Informatin SecurityING1987 - 2004
Education
University of Minnesota - Carlson School of Management
RSM McGladrey Director, Informatin SecurityING1987 - 2004
Education
University of Minnesota - Carlson School of Management
Dan Hawn, CISA's RSM McGladrey Experience January 2010 - July 2011
Job Accomplished IT Consulting Professional (Systems/Process Analysis, Assurance, Optimization)
Industry Information Technology and Services
Experience
University of Florida-Office of Internal Audit July 2011 - January 2014
RSM McGladrey January 2010 - July 2011
RSM McGladrey May 2008 - January 2010
University of Florida January 2006 - March 2008
RSM McGladrey June 2007 - August 2007
IBM May 2005 - December 2005
Skills
CISA, SAS70, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, Risk Assessment, SSAE16, Governance, Security, Disaster Recovery, Risk Management, COBIT, Information Security..., SSAE 16, IT Risk Management, PCI DSS, ISO 27001, Business Continuity, COSO, Sarbanes-Oxley, Security Audits, Information Technology
Education
University of Florida - Warrington College Of Business 2005 — 2008
MS, Information Systems and Operations Management
University of Florida - Warrington College of Business Administration 2001 — 2005
BSBA, Decision and Information Sciences
University of Florida-Office of Internal Audit July 2011 - January 2014
RSM McGladrey January 2010 - July 2011
RSM McGladrey May 2008 - January 2010
University of Florida January 2006 - March 2008
RSM McGladrey June 2007 - August 2007
IBM May 2005 - December 2005
Skills
CISA, SAS70, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, Risk Assessment, SSAE16, Governance, Security, Disaster Recovery, Risk Management, COBIT, Information Security..., SSAE 16, IT Risk Management, PCI DSS, ISO 27001, Business Continuity, COSO, Sarbanes-Oxley, Security Audits, Information Technology
Education
University of Florida - Warrington College Of Business 2005 — 2008
MS, Information Systems and Operations Management
University of Florida - Warrington College of Business Administration 2001 — 2005
BSBA, Decision and Information Sciences
Arlene Levin's RSM McGladrey Experience 1985 - 2009
Job Shareholder at Steinberg Advisors, Ltd.
Industry Accounting
Experience
Steinberg Advisors, Ltd. August 2011 - Present
Cancer Wellness Center November 2008 - Present
McGladrey & Pullen 2005 - August 2011
RSM McGladrey/McGladrey & Pullen 1985 - August 2011
RSM McGladrey 1985 - 2009
Berger, Goldstein & Company 1987 - 1998
Skills
Tax, Tax Preparation, Accounting, Financial Reporting, CPA, Corporate Tax, Income Tax, Tax Accounting, Internal Controls, Financial Statements, Financial Accounting, US GAAP, Tax Returns, Management, Auditing, Business Valuation, Tax Advisory, QuickBooks, Forensic Accounting, General Ledger, US Tax, Bookkeeping, Due Diligence, Revenue Recognition, Managerial Finance, Tax Law, Sarbanes-Oxley Act, Accountants, External Audit, Internal Audit, S Corporations, Financial Analysis, Mergers & Acquisitions, Assurance, FIN 48, Strategic Financial..., International Tax, Payroll
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science, Accountancy
Steinberg Advisors, Ltd. August 2011 - Present
Cancer Wellness Center November 2008 - Present
McGladrey & Pullen 2005 - August 2011
RSM McGladrey/McGladrey & Pullen 1985 - August 2011
RSM McGladrey 1985 - 2009
Berger, Goldstein & Company 1987 - 1998
Skills
Tax, Tax Preparation, Accounting, Financial Reporting, CPA, Corporate Tax, Income Tax, Tax Accounting, Internal Controls, Financial Statements, Financial Accounting, US GAAP, Tax Returns, Management, Auditing, Business Valuation, Tax Advisory, QuickBooks, Forensic Accounting, General Ledger, US Tax, Bookkeeping, Due Diligence, Revenue Recognition, Managerial Finance, Tax Law, Sarbanes-Oxley Act, Accountants, External Audit, Internal Audit, S Corporations, Financial Analysis, Mergers & Acquisitions, Assurance, FIN 48, Strategic Financial..., International Tax, Payroll
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science, Accountancy
Alison Oswald's RSM McGladrey Experience July 2005 - February 2007
Job Director of Service Delivery at Trend Consulting Services
Industry Information Technology and Services
Experience
Trend Consulting Services July 2010 - Present
TMR, Inc. September 2007 - July 2010
Ernst & Young February 2007 - June 2007
RSM McGladrey July 2005 - February 2007
TMR, Inc. September 2004 - June 2005
O2 Group, LLC August 2001 - August 2004
Skills
Project Management, Process Improvement, IT Management, Information Technology, Integration, IT Strategy, Requirements Analysis, Software Documentation, Business Analysis, Team Leadership, Strategic Planning, Leadership, Management, System Administration
Education
University of Dayton
BS, Accounting
Trend Consulting Services July 2010 - Present
TMR, Inc. September 2007 - July 2010
Ernst & Young February 2007 - June 2007
RSM McGladrey July 2005 - February 2007
TMR, Inc. September 2004 - June 2005
O2 Group, LLC August 2001 - August 2004
Skills
Project Management, Process Improvement, IT Management, Information Technology, Integration, IT Strategy, Requirements Analysis, Software Documentation, Business Analysis, Team Leadership, Strategic Planning, Leadership, Management, System Administration
Education
University of Dayton
BS, Accounting
Drew Sandquist's RSM McGladrey Experience October 2005 - December 2008
Job Director of Information Technology at Atlantic Media
Industry Information Technology and Services
Experience
Atlantic Media April 2015 - Present
Atlantic Media April 2013 - April 2015
Executive Office of the President September 2012 - March 2013
Executive Office of the President, White House March 2011 - September 2012
2U (formerly 2tor) May 2010 - March 2011
Susan G. Komen for the Cure September 2009 - May 2010
PSCI September 2009 - May 2010
2009 Presidential Inauguration Committee December 2008 - March 2009
Presidential Inaugural Committee 2009 December 2008 - March 2009
RSM McGladrey October 2005 - December 2008
Skills
Microsoft Office, System Administration, Process Improvement, Active Directory, Windows Server, Windows, Team Leadership, Training, Troubleshooting, Analysis, Management, Leadership, Budgets, Community Outreach, Security, Government, Networking
Education
University of Minnesota Duluth 2005 — 2010
MA, Advocacy and Political Leadership
University of Minnesota-Duluth 2001 — 2005
BA, Philosophy, Political Science
Atlantic Media April 2015 - Present
Atlantic Media April 2013 - April 2015
Executive Office of the President September 2012 - March 2013
Executive Office of the President, White House March 2011 - September 2012
2U (formerly 2tor) May 2010 - March 2011
Susan G. Komen for the Cure September 2009 - May 2010
PSCI September 2009 - May 2010
2009 Presidential Inauguration Committee December 2008 - March 2009
Presidential Inaugural Committee 2009 December 2008 - March 2009
RSM McGladrey October 2005 - December 2008
Skills
Microsoft Office, System Administration, Process Improvement, Active Directory, Windows Server, Windows, Team Leadership, Training, Troubleshooting, Analysis, Management, Leadership, Budgets, Community Outreach, Security, Government, Networking
Education
University of Minnesota Duluth 2005 — 2010
MA, Advocacy and Political Leadership
University of Minnesota-Duluth 2001 — 2005
BA, Philosophy, Political Science
Glenn Bougie's RSM McGladrey Experience PartnerMcGladrey & Pullen1977 - Present
Job Managing Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey PartnerMcGladrey & Pullen1977 - Present
Education
University of Minnesota - Carlson School of Management 1958 — 1977
RSM McGladrey PartnerMcGladrey & Pullen1977 - Present
Education
University of Minnesota - Carlson School of Management 1958 — 1977
Stephanie Chiu's RSM McGladrey Experience October 2006 - February 2008
Job Senior Tax Accountant
Industry Accounting
Experience
E. Cohen and Company, CPAs January 2013 - Present
Lockheed Martin Corp. February 2008 - October 2008
RSM McGladrey October 2006 - February 2008
Ernst & Young January 2005 - August 2006
Skills
Accounting, Corporate Tax, Journal Entries, Tax, Accounts Payable, Training, Auditing, Accounts Receivable, Internal Controls, Tax Preparation, Personal Income Tax..., Tax Accounting, Tax Returns, Partnership Taxation, CCH ProSystem fx, ProSystem fx Tax, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Spreadsheets, Financial Statements, Tax Research
Education
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Accounting
E. Cohen and Company, CPAs January 2013 - Present
Lockheed Martin Corp. February 2008 - October 2008
RSM McGladrey October 2006 - February 2008
Ernst & Young January 2005 - August 2006
Skills
Accounting, Corporate Tax, Journal Entries, Tax, Accounts Payable, Training, Auditing, Accounts Receivable, Internal Controls, Tax Preparation, Personal Income Tax..., Tax Accounting, Tax Returns, Partnership Taxation, CCH ProSystem fx, ProSystem fx Tax, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Spreadsheets, Financial Statements, Tax Research
Education
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Accounting
Michael Bondi's RSM McGladrey Experience December 2008 - June 2010
Job Tax Senior Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP July 2012 - July 2015
Grant Thornton LLP May 2010 - July 2012
RSM McGladrey December 2008 - June 2010
Deloitte Tax LLP November 2006 - November 2008
KPMG LLP May 2006 - November 2006
RSM McGladrey formerly American Express Tax & Business Services July 2004 - February 2006
Education
University of Miami - School of Business 2000 — 2004
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP July 2012 - July 2015
Grant Thornton LLP May 2010 - July 2012
RSM McGladrey December 2008 - June 2010
Deloitte Tax LLP November 2006 - November 2008
KPMG LLP May 2006 - November 2006
RSM McGladrey formerly American Express Tax & Business Services July 2004 - February 2006
Education
University of Miami - School of Business 2000 — 2004
Jeanine Oliva's RSM McGladrey Experience January 2000 - May 2011
Job Head of Tax at Northern Trust Hedge Fund Services
Industry Accounting
Experience
Northern Trust Corporation May 2011 - Present
RSM McGladrey January 2000 - May 2011
Goldenberg Hehmeyer & Co 2005 - 2006
Skills
Accounting, Corporate Tax, CPA, Partnership Taxation, Tax Research, Tax, Income Tax
Education
University of Illinois at Urbana-Champaign
Northern Trust Corporation May 2011 - Present
RSM McGladrey January 2000 - May 2011
Goldenberg Hehmeyer & Co 2005 - 2006
Skills
Accounting, Corporate Tax, CPA, Partnership Taxation, Tax Research, Tax, Income Tax
Education
University of Illinois at Urbana-Champaign
Noah Ginsburg's RSM McGladrey Experience June 1984 - January 2014
Job Partner Financial Services at McGladrey
Industry Financial Services
Experience
McGladrey May 2015 - Present
LAMB Partners February 2014 - May 2015
RSM McGladrey June 1984 - January 2014
RSM McGladrey Inc. June 1984 - January 2014
American Express Tax and Business Services, Inc. 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Niles East High School
McGladrey May 2015 - Present
LAMB Partners February 2014 - May 2015
RSM McGladrey June 1984 - January 2014
RSM McGladrey Inc. June 1984 - January 2014
American Express Tax and Business Services, Inc. 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Niles East High School
Lisa Strong's RSM McGladrey Experience January 1990 - August 2010
Job Principal at Mister, Burton, Palmisano & French, LLC
Industry Accounting
Experience
Mister, Burton & French, LLC August 2010 - Present
RSM McGladrey January 1990 - August 2010
Wolpoff & Company January 1986 - January 1990
Skills
Internal Controls, Financial Reporting, Tax, Income Tax, CPA
Education
University of Maryland Baltimore County 1981 — 1985
Mister, Burton & French, LLC August 2010 - Present
RSM McGladrey January 1990 - August 2010
Wolpoff & Company January 1986 - January 1990
Skills
Internal Controls, Financial Reporting, Tax, Income Tax, CPA
Education
University of Maryland Baltimore County 1981 — 1985
Duane Oest's RSM McGladrey Experience 1991 - 2002
Job Semi Retired
Industry Accounting
Experience
Covenant Consulting Ltd January 2011 - Present
Clifton Gunderson LLP March 2003 - December 2010
RSM McGladrey 1991 - 2002
McGladrey & Pullen 1991 - 2000
Skills
Tax Preparation, Manufacturing, Accounting, Auditing, Tax Accounting, Management Consulting, Strategic Planning, Leadership, Corporate Tax, Process Improvement, Retail, Tax, Management, Financial Analysis, CPA
Education
University of Illinois at Urbana-Champaign
Covenant Consulting Ltd January 2011 - Present
Clifton Gunderson LLP March 2003 - December 2010
RSM McGladrey 1991 - 2002
McGladrey & Pullen 1991 - 2000
Skills
Tax Preparation, Manufacturing, Accounting, Auditing, Tax Accounting, Management Consulting, Strategic Planning, Leadership, Corporate Tax, Process Improvement, Retail, Tax, Management, Financial Analysis, CPA
Education
University of Illinois at Urbana-Champaign
Janeane Simon's RSM McGladrey Experience April 1995 - May 2011
Job Project Manager / Business Consultant
Industry Information Technology and Services
Experience
Assorted Clients May 2011 - Present
RSM McGladrey April 1995 - May 2011
Skills
Business Process..., Business Analysis, Process Improvement, Internal Controls, Management Consulting, Accounting, Team Building, Leadership, Microsoft Dynamics, ERP, Business Process, Project Management, Consulting, Business Intelligence, Management
Education
University of Maryland College Park 1985 — 1989
Assorted Clients May 2011 - Present
RSM McGladrey April 1995 - May 2011
Skills
Business Process..., Business Analysis, Process Improvement, Internal Controls, Management Consulting, Accounting, Team Building, Leadership, Microsoft Dynamics, ERP, Business Process, Project Management, Consulting, Business Intelligence, Management
Education
University of Maryland College Park 1985 — 1989
Robert Klute's RSM McGladrey Experience October 2005 - May 2008
Job Partner/Beer Architect, Saugatuck Brewing Company; Partner, UPCountry Adventures
Industry Food & Beverages
Experience
Saugatuck Brewing Company March 2006 - Present
Hosking Klute Healthcare, Inc. May 2008 - January 2015
RSM McGladrey October 2005 - May 2008
American Express Tax & Business Service September 1999 - October 2005
Loebl Schlossman & Hackl 1987 - 1999
Herman Smith Associates 1979 - 1987
Skills
Architecture, Project Management, Healthcare, Strategic Planning, Construction, Budgets, Process Improvement, Contract Negotiation, Program Management, Management Consulting, Sustainability, Leadership, Project Planning, Strategy, Proposal Writing, Business Development, Healthcare Consulting, Management, Contract Management, Team Building, Architectures
Education
University of Illinois at Chicago 1972 — 1977
B. Arch, Architecture
Saugatuck Brewing Company March 2006 - Present
Hosking Klute Healthcare, Inc. May 2008 - January 2015
RSM McGladrey October 2005 - May 2008
American Express Tax & Business Service September 1999 - October 2005
Loebl Schlossman & Hackl 1987 - 1999
Herman Smith Associates 1979 - 1987
Skills
Architecture, Project Management, Healthcare, Strategic Planning, Construction, Budgets, Process Improvement, Contract Negotiation, Program Management, Management Consulting, Sustainability, Leadership, Project Planning, Strategy, Proposal Writing, Business Development, Healthcare Consulting, Management, Contract Management, Team Building, Architectures
Education
University of Illinois at Chicago 1972 — 1977
B. Arch, Architecture
Gary St. Vincent's RSM McGladrey Experience October 2003 - April 2006
Job CFO at HPI Management LP
Industry Real Estate
Experience
HPI Management LP May 2006 - Present
McGladrey & Pullen October 2003 - April 2006
RSM McGladrey October 2003 - April 2006
KPMG May 2001 - October 2003
RSM McGladrey May 1998 - April 2001
McGladrey & Pullen May 1998 - April 2001
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Due Diligence, Accounting, Asset Management, CPA, Microsoft Office, Auditing, Financial Modeling, Finance, SEC filings, Financial Reporting, Internal Controls
Education
University of Minnesota - Carlson School of Management 1990 — 1991
MBT, Business Tax
University of Wisconsin-Eau Claire
BS, Accounting
HPI Management LP May 2006 - Present
McGladrey & Pullen October 2003 - April 2006
RSM McGladrey October 2003 - April 2006
KPMG May 2001 - October 2003
RSM McGladrey May 1998 - April 2001
McGladrey & Pullen May 1998 - April 2001
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Due Diligence, Accounting, Asset Management, CPA, Microsoft Office, Auditing, Financial Modeling, Finance, SEC filings, Financial Reporting, Internal Controls
Education
University of Minnesota - Carlson School of Management 1990 — 1991
MBT, Business Tax
University of Wisconsin-Eau Claire
BS, Accounting
David Jutovsky's RSM McGladrey Experience December 1996 - June 2004
Job Investment Advisor at Leonetti & Associates, Inc.
Industry Financial Services
Experience
Leonetti & Associates, Inc. July 2004 - Present
RSM McGladrey December 1996 - June 2004
CSMG Sports September 1993 - November 1996
Skills
Investment Advisory, Income Tax, Tax, Wealth Management..., Personal Financial..., Wealth Management, High Net Worth..., Strategic Financial..., Financial Analysis, Risk Management, Investments, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Mutual Funds, Alternative Investments, Wealth, Retirement, Asset Allocation, 401k, Securities, Financial Planning
Education
University of Illinois College of Law 1990 — 1993
JD
University of Illinois at Urbana-Champaign - College of Business 1987 — 1990
B.S., Accounting
Niles West
Leonetti & Associates, Inc. July 2004 - Present
RSM McGladrey December 1996 - June 2004
CSMG Sports September 1993 - November 1996
Skills
Investment Advisory, Income Tax, Tax, Wealth Management..., Personal Financial..., Wealth Management, High Net Worth..., Strategic Financial..., Financial Analysis, Risk Management, Investments, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Mutual Funds, Alternative Investments, Wealth, Retirement, Asset Allocation, 401k, Securities, Financial Planning
Education
University of Illinois College of Law 1990 — 1993
JD
University of Illinois at Urbana-Champaign - College of Business 1987 — 1990
B.S., Accounting
Niles West
Kate Gilman's RSM McGladrey Experience May 1998 - March 2003
Job Owner, Gilman & Londot CPAs
Industry Accounting
Experience
Gilman & Londot CPAs May 2014 - Present
NevadaGIVES 2010 - Present
Habitat for Humanity 2001 - 2010
RSM McGladrey May 1998 - March 2003
Skills
CPA, Partnership Taxation, Tax Research, S Corporations, Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Tax Advisory, GAAP, Tax Returns, Tax, Strategic Planning, Small Business, QuickBooks, Internal Controls, Financial Statements, Financial Reporting, Nonprofits, General Ledger, Leadership, Finance, Mergers & Acquisitions, Executive Management, Financial Analysis, SEC filings, US GAAP, Strategic Financial..., Start-ups, Payroll Taxes, Managerial Finance, Bookkeeping, Financial Planners, Cash Flow, Auditing, Financial Accounting, Board Development, Cash Management, Payroll, Sales Tax, Non-profit..., Restructuring, Charities, Cost Accounting, Tax Law, Internal Audit, Due Diligence, Sarbanes-Oxley Act, Account Reconciliation
Education
University of Iowa 1993 — 1998
Bachelor of Business Administration (BBA), Accounting
University of Iowa - Henry B. Tippie College of Business 1993 — 1998
BBA, Accounting/International Finance
Gilman & Londot CPAs May 2014 - Present
NevadaGIVES 2010 - Present
Habitat for Humanity 2001 - 2010
RSM McGladrey May 1998 - March 2003
Skills
CPA, Partnership Taxation, Tax Research, S Corporations, Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Tax Advisory, GAAP, Tax Returns, Tax, Strategic Planning, Small Business, QuickBooks, Internal Controls, Financial Statements, Financial Reporting, Nonprofits, General Ledger, Leadership, Finance, Mergers & Acquisitions, Executive Management, Financial Analysis, SEC filings, US GAAP, Strategic Financial..., Start-ups, Payroll Taxes, Managerial Finance, Bookkeeping, Financial Planners, Cash Flow, Auditing, Financial Accounting, Board Development, Cash Management, Payroll, Sales Tax, Non-profit..., Restructuring, Charities, Cost Accounting, Tax Law, Internal Audit, Due Diligence, Sarbanes-Oxley Act, Account Reconciliation
Education
University of Iowa 1993 — 1998
Bachelor of Business Administration (BBA), Accounting
University of Iowa - Henry B. Tippie College of Business 1993 — 1998
BBA, Accounting/International Finance
Tom Rotherham's RSM McGladrey Experience January 1971 - July 2003
Job Financial Consultant with A&I Solutions
Industry Venture Capital & Private Equity
Experience
A&I Solutions, LLC April 2009 - Present
RSM McGladrey January 1971 - July 2003
Skills
Strategic Planning, Mergers
Education
University of Iowa 1967 — 1971
BBA, Accounting
A&I Solutions, LLC April 2009 - Present
RSM McGladrey January 1971 - July 2003
Skills
Strategic Planning, Mergers
Education
University of Iowa 1967 — 1971
BBA, Accounting
Ron Levin's RSM McGladrey Experience July 2005 - August 2010
Job Manager at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey July 2005 - August 2010
McGladrey & Pullen July 2005 - August 2010
Barnes Dennig & Company July 2003 - May 2005
Skills
GAAP, Auditing, Financial Reporting, CPA, Tax, Internal Controls
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Accountancy
RSM McGladrey July 2005 - August 2010
McGladrey & Pullen July 2005 - August 2010
Barnes Dennig & Company July 2003 - May 2005
Skills
GAAP, Auditing, Financial Reporting, CPA, Tax, Internal Controls
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Accountancy
Maureen Bartels's RSM McGladrey Experience November 1999 - November 2005
Job Consultant at Clifton Larson Allen LLP
Industry Computer Software
Experience
Clifton Larson Allen 1989 - Present
RSM McGladrey November 1999 - November 2005
Illinois Central College August 1998 - May 2005
Skills
Access, Software Installation, Payroll, Accounting, Consulting, Great Plains Software, Software Implementation, Sage CRM, Sage, Accounting Applications
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor's degree in Management Information Systems, Management Information Systems, General
Clifton Larson Allen 1989 - Present
RSM McGladrey November 1999 - November 2005
Illinois Central College August 1998 - May 2005
Skills
Access, Software Installation, Payroll, Accounting, Consulting, Great Plains Software, Software Implementation, Sage CRM, Sage, Accounting Applications
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor's degree in Management Information Systems, Management Information Systems, General
Sharon N Holzman's RSM McGladrey Experience 2005 - 2006
Job Principal/CPA at The Lichter Group, LLC
Industry Accounting
Experience
The Lichter Group LLC November 2007 - Present
RSM McGladrey 2005 - 2006
American Express Tax & Business Services 1998 - 2005
Walpert, Smullian & Blumenthal P.A. 1983 - 1998
Education
University of Denver - Daniels College of Business
BSBA, Accounting
The Lichter Group LLC November 2007 - Present
RSM McGladrey 2005 - 2006
American Express Tax & Business Services 1998 - 2005
Walpert, Smullian & Blumenthal P.A. 1983 - 1998
Education
University of Denver - Daniels College of Business
BSBA, Accounting
Deb Haas's RSM McGladrey Experience 1999 - 2006
Job Tax Manager at American & Efird, LLC
Industry Accounting
Experience
American & Efird LLC December 2011 - Present
Deloitte March 2010 - March 2011
KPMG LLP December 2008 - March 2010
Reznick Group 2006 - 2008
RSM McGladrey 1999 - 2006
Skills
Tax, GAAP, Income Tax, Accounting, CPA, Tax Research, Financial Reporting, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2006
MBA, Management
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Accounting
American & Efird LLC December 2011 - Present
Deloitte March 2010 - March 2011
KPMG LLP December 2008 - March 2010
Reznick Group 2006 - 2008
RSM McGladrey 1999 - 2006
Skills
Tax, GAAP, Income Tax, Accounting, CPA, Tax Research, Financial Reporting, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2006
MBA, Management
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Accounting
Mark Annunziata's RSM McGladrey Experience 2004 - 2005
Job Senior Accounting Manager at Puma
Industry Accounting
Experience
Puma September 2012 - Present
Au Bon Pain September 2010 - September 2012
Commodore Builders Corporation May 2005 - September 2010
McGladrey & Pullen January 2004 - May 2005
RSM McGladrey 2004 - 2005
Vitale, Caturano 2000 - 2003
Skills
Budgets, Financial Reporting, Financial Analysis, Forecasting, GAAP, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, CPA, Cash Flow, Finance, Financial Accounting, General Ledger, Income Statement, Internal Controls, Leadership, Management, SAP, US GAAP
Education
University of Massachusetts Lowell 1995 — 1999
Puma September 2012 - Present
Au Bon Pain September 2010 - September 2012
Commodore Builders Corporation May 2005 - September 2010
McGladrey & Pullen January 2004 - May 2005
RSM McGladrey 2004 - 2005
Vitale, Caturano 2000 - 2003
Skills
Budgets, Financial Reporting, Financial Analysis, Forecasting, GAAP, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, CPA, Cash Flow, Finance, Financial Accounting, General Ledger, Income Statement, Internal Controls, Leadership, Management, SAP, US GAAP
Education
University of Massachusetts Lowell 1995 — 1999
Adam Reiss's RSM McGladrey Experience October 2007 - November 2011
Job Citrin Cooperman & Company, LLP
Industry Accounting
Experience
Citrin Cooperman & Company, LLP November 2011 - Present
RSM McGladrey October 2007 - November 2011
McGladrey & Pullen, LLP October 2007 - November 2011
Goldstein Golub Kessler LLP December 1994 - October 2007
American Express Tax and Business 2005 - 2007
Education
University of Cincinnati College of Business 1998 — 2002
BBA, Accounting & Finance
Citrin Cooperman & Company, LLP November 2011 - Present
RSM McGladrey October 2007 - November 2011
McGladrey & Pullen, LLP October 2007 - November 2011
Goldstein Golub Kessler LLP December 1994 - October 2007
American Express Tax and Business 2005 - 2007
Education
University of Cincinnati College of Business 1998 — 2002
BBA, Accounting & Finance
Linda Loger's RSM McGladrey Experience 2001 - 2006
Job Executive Assistant at Bluestem Brands
Industry Accounting
Experience
Bluestem Brands 2012 - Present
Otoka Energy August 2009 - May 2012
RSM McGladrey 2001 - 2006
Skills
Accounting, Leadership, Microsoft Excel, Strategic Planning
Education
University of Iowa
Bachelor of Arts (B.A.), English/Elementary Education
Bluestem Brands 2012 - Present
Otoka Energy August 2009 - May 2012
RSM McGladrey 2001 - 2006
Skills
Accounting, Leadership, Microsoft Excel, Strategic Planning
Education
University of Iowa
Bachelor of Arts (B.A.), English/Elementary Education
Ronald Bordui's RSM McGladrey Experience January 2004 - Present
Job Retired at Retireee
Industry Financial Services
Experience
RSM McGladrey January 2004 - Present
RSM McGladrey August 2000 - January 2004
Paper Industry Management Association February 1996 - September 1998
American College of Foot and Ankle Surgeons August 1994 - August 1996
American Osteopathic Association February 1985 - August 1994
St. Margaret Hospital January 1978 - May 1983
Wake County Hospital System August 1975 - January 1978
United Hospitals of Detroit/The Grace Hospitals January 1970 - August 1975
National Bank of Detroit January 1969 - February 1970
CAC, Inc. July 1967 - December 1968
Skills
Accounting, General Ledger, Finance, Executive Management, Business Process..., Budgets, Financial Services, Internal Audit, Financial Reporting, Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, GAAP, Cash Management
Education
University of Detroit Mercy 1961 — 1965
MBA, Economics, Finance
University of Detroit Mercy 1956 — 1961
BS, Accounting, Finance
RSM McGladrey January 2004 - Present
RSM McGladrey August 2000 - January 2004
Paper Industry Management Association February 1996 - September 1998
American College of Foot and Ankle Surgeons August 1994 - August 1996
American Osteopathic Association February 1985 - August 1994
St. Margaret Hospital January 1978 - May 1983
Wake County Hospital System August 1975 - January 1978
United Hospitals of Detroit/The Grace Hospitals January 1970 - August 1975
National Bank of Detroit January 1969 - February 1970
CAC, Inc. July 1967 - December 1968
Skills
Accounting, General Ledger, Finance, Executive Management, Business Process..., Budgets, Financial Services, Internal Audit, Financial Reporting, Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, GAAP, Cash Management
Education
University of Detroit Mercy 1961 — 1965
MBA, Economics, Finance
University of Detroit Mercy 1956 — 1961
BS, Accounting, Finance
Sandy Catulo, CPA's RSM McGladrey Experience September 2001 - October 2005
Job Tax Manager at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias & Mayer Hoffman McCann P.C. - Tofias New England November 2005 - Present
RSM McGladrey September 2001 - October 2005
Skills
Tax, High Net Worth..., Individual Taxation, Partnership Taxation, Income Tax, CPA, Tax Research, Tax Preparation, Tax Accounting
Education
University of Massachusetts Dartmouth 2000 — 2001
Bachelor, Accounting
CBIZ Tofias & Mayer Hoffman McCann P.C. - Tofias New England November 2005 - Present
RSM McGladrey September 2001 - October 2005
Skills
Tax, High Net Worth..., Individual Taxation, Partnership Taxation, Income Tax, CPA, Tax Research, Tax Preparation, Tax Accounting
Education
University of Massachusetts Dartmouth 2000 — 2001
Bachelor, Accounting
Ariel Greenblum's RSM McGladrey Experience August 2008 - August 2009
Job Tax Notes Editor at Tax Analysts
Industry Law Practice
Experience
Tax Analysts My responsibilities include editing commentary and news related to tax law developments.Deputy Editor for Tax NotesTax AnalystsJuly 2013 - Present
Tax Analysts October 2012 - June 2013
RSM McGladrey August 2008 - August 2009
Skills
Legal Research, Public Policy, Tax Law, Editing, Courts, Journalism, Publications, Legal Writing, Tax, Nonprofits, Policy Analysis
Education
University of Florida - Fredric G. Levin College of Law 2003 — 2007
Wellesley College 1999 — 2003
B.A., International Relations
Tax Analysts My responsibilities include editing commentary and news related to tax law developments.Deputy Editor for Tax NotesTax AnalystsJuly 2013 - Present
Tax Analysts October 2012 - June 2013
RSM McGladrey August 2008 - August 2009
Skills
Legal Research, Public Policy, Tax Law, Editing, Courts, Journalism, Publications, Legal Writing, Tax, Nonprofits, Policy Analysis
Education
University of Florida - Fredric G. Levin College of Law 2003 — 2007
Wellesley College 1999 — 2003
B.A., International Relations
Michele Phippen's RSM McGladrey Experience February 2002 - March 2009
Job Realtor at Keller Williams Flagship of MD
Industry Information Technology and Services
Experience
Keller Williams Flagship of MD March 2011 - Present
RSM McGladrey February 2002 - March 2009
Skills
Investment Properties, Foreclosures, Sales, First Time Home Buyers, Real Estate Transactions, Single Family Homes, Short Sales, Residential Homes, Sellers, Real Estate, Buyer Representation, Information Systems, Condos, Relocation, Referrals, REO, Selling, Market Analysis, Financial Statements, Listings, Business Services, CRM, Management, Buyers
Education
University of Maryland Baltimore County 1992 — 1996
BS, Information Systems Management
University of Maryland Baltimore County 1992 — 1996
Bachelor of Science (B.S.), Management Information Systems, General
Keller Williams Flagship of MD March 2011 - Present
RSM McGladrey February 2002 - March 2009
Skills
Investment Properties, Foreclosures, Sales, First Time Home Buyers, Real Estate Transactions, Single Family Homes, Short Sales, Residential Homes, Sellers, Real Estate, Buyer Representation, Information Systems, Condos, Relocation, Referrals, REO, Selling, Market Analysis, Financial Statements, Listings, Business Services, CRM, Management, Buyers
Education
University of Maryland Baltimore County 1992 — 1996
BS, Information Systems Management
University of Maryland Baltimore County 1992 — 1996
Bachelor of Science (B.S.), Management Information Systems, General
Keith Rosenbloom's RSM McGladrey Experience July 1998 - August 2005
Job Vice President, Corporate Controller at Hanley Wood
Industry Publishing
Experience
Hanley Wood April 2013 - Present
Hanley Wood, LLC March 2010 - March 2013
BDO Seidman, LLP September 2005 - December 2009
McGladrey & Pullen July 1998 - August 2005
RSM McGladrey July 1998 - August 2005
Skills
Budgets, GAAP, Financial Reporting, SEC filings, Private Equity, Customer Service
Education
University of Miami - School of Business 1990 — 1994
BBA, Accounting
Attended Seminar
Hanley Wood April 2013 - Present
Hanley Wood, LLC March 2010 - March 2013
BDO Seidman, LLP September 2005 - December 2009
McGladrey & Pullen July 1998 - August 2005
RSM McGladrey July 1998 - August 2005
Skills
Budgets, GAAP, Financial Reporting, SEC filings, Private Equity, Customer Service
Education
University of Miami - School of Business 1990 — 1994
BBA, Accounting
Attended Seminar
Joseph Konradt's RSM McGladrey Experience December 2004 - May 2007
Job Project Delivery Consultant at Cargill
Industry Information Services
Experience
Cargill August 2015 - Present
Cargill July 2014 - August 2015
Cargill October 2010 - July 2014
Carval Investors July 2007 - September 2010
RSM McGladrey December 2004 - May 2007
Skills
Business Intelligence, SAP, Business Objects, SAP BW, Business Process, SAP ERP, BEx Reporting, Business Requirements, Process Improvement, Report Design, Financial Analysis, Business Process..., IT Project..., Master Data, Master Data Management, Auditing, Cross-functional Team..., Business Analysis, Accounting, Analysis, Management
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Security Analysis and Portfolio Management
University of Wisconsin-La Crosse 1999 — 2004
Bachelors of Science, Majors in Accounting and Finance
Cargill Trading Academy 2012 — 2013
Commodity Merchandising Essentials
Cargill August 2015 - Present
Cargill July 2014 - August 2015
Cargill October 2010 - July 2014
Carval Investors July 2007 - September 2010
RSM McGladrey December 2004 - May 2007
Skills
Business Intelligence, SAP, Business Objects, SAP BW, Business Process, SAP ERP, BEx Reporting, Business Requirements, Process Improvement, Report Design, Financial Analysis, Business Process..., IT Project..., Master Data, Master Data Management, Auditing, Cross-functional Team..., Business Analysis, Accounting, Analysis, Management
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Security Analysis and Portfolio Management
University of Wisconsin-La Crosse 1999 — 2004
Bachelors of Science, Majors in Accounting and Finance
Cargill Trading Academy 2012 — 2013
Commodity Merchandising Essentials
Mike Morhun's RSM McGladrey Experience 2004 - 2008
Job President Sage Pension Resources
Industry Financial Services
Experience
Sage Pension Resources 2008 - Present
RSM McGladrey 2004 - 2008
Deloitte 2002 - 2004
Skills
Defined Benefit, Actuarial, Pensions, Actuaries, Actuarial Science, Retirement Plan..., Profit Sharing, 401k, Retirement Planning, Retirement, Consulting, Employee Benefits
Education
University of Manitoba
Bachelor of Commerce (Honors), Business and Actuarial Mathematics
Sage Pension Resources 2008 - Present
RSM McGladrey 2004 - 2008
Deloitte 2002 - 2004
Skills
Defined Benefit, Actuarial, Pensions, Actuaries, Actuarial Science, Retirement Plan..., Profit Sharing, 401k, Retirement Planning, Retirement, Consulting, Employee Benefits
Education
University of Manitoba
Bachelor of Commerce (Honors), Business and Actuarial Mathematics
Heather Pehlke Spitler's RSM McGladrey Experience June 2004 - August 2004
Job Platform Human Resources Director at Signode Industrial Group
Industry Human Resources
Experience
Signode Industrial Group May 2014 - Present
ITW January 2014 - May 2014
ARYZTA LLC March 2013 - January 2014
IDEAL INDUSTRIES, INC. February 2006 - November 2012
Exelon August 2005 - February 2006
Owens Corning June 2005 - August 2005
RSM McGladrey June 2004 - August 2004
AAR Corp. June 2003 - August 2003
Skills
Talent Management, Employee Relations, Talent Acquisition, Performance Management, Workforce Planning, Employee Engagement, Organizational..., HRIS, Succession Planning, Executive Search, Deferred Compensation, Building Business..., Trusted Business Partner, Expert Communicator, Interpersonal Savvy, Change Management, Leading Change, Strategic Planning, Multi-Site Operations, Workers Compensation, Safety Programs, Safety Compliance, Strategic Thinking, Team Leadership, Creative Problem Solving, Collaborative Problem..., Adaptable to Changes, Strongly self-motivated, Human Resources, Mergers & Acquisitions, Lean Manufacturing, Management, Strategy
Education
University of Illinois at Urbana-Champaign 2001 — 2004
Bachelors, Psychology and Speech Communication
Naperville North High School
Signode Industrial Group May 2014 - Present
ITW January 2014 - May 2014
ARYZTA LLC March 2013 - January 2014
IDEAL INDUSTRIES, INC. February 2006 - November 2012
Exelon August 2005 - February 2006
Owens Corning June 2005 - August 2005
RSM McGladrey June 2004 - August 2004
AAR Corp. June 2003 - August 2003
Skills
Talent Management, Employee Relations, Talent Acquisition, Performance Management, Workforce Planning, Employee Engagement, Organizational..., HRIS, Succession Planning, Executive Search, Deferred Compensation, Building Business..., Trusted Business Partner, Expert Communicator, Interpersonal Savvy, Change Management, Leading Change, Strategic Planning, Multi-Site Operations, Workers Compensation, Safety Programs, Safety Compliance, Strategic Thinking, Team Leadership, Creative Problem Solving, Collaborative Problem..., Adaptable to Changes, Strongly self-motivated, Human Resources, Mergers & Acquisitions, Lean Manufacturing, Management, Strategy
Education
University of Illinois at Urbana-Champaign 2001 — 2004
Bachelors, Psychology and Speech Communication
Naperville North High School
Bruce Guither's RSM McGladrey Experience June 1987 - November 1999
Job Owner/Member at Carlson Hartsock & Guither PLC
Industry Accounting
Experience
Carlson Hartsock & Guither PLC October 2008 - Present
Clifton Gunderson LLP November 1999 - September 2008
RSM McGladrey June 1987 - November 1999
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
Carlson Hartsock & Guither PLC October 2008 - Present
Clifton Gunderson LLP November 1999 - September 2008
RSM McGladrey June 1987 - November 1999
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
Anita James, PHR, SHRM-CP's RSM McGladrey Experience March 2004 - July 2005
Job
Industry Research
Experience
Erickson Living December 2014 - Present
The Henry M. Jackson Foundation for the Advancement of Military Medicine January 2012 - February 2014
Encore Healthcare, LLC September 2007 - January 2012
Erickson Retirement Communities July 2005 - September 2007
RSM McGladrey March 2004 - July 2005
ADP August 1998 - April 2001
Skills
Employee Relations, PeopleSoft, Employee Benefits, Onboarding, Performance Management, Organizational..., HR Policies, Recruiting, Talent Management, Employee Engagement, New Hire Orientations, Leadership Development, Policy, College Recruiting, Coaching, Training, Personnel Management
Education
Villanova University 2013 — 2015
Master’s Degree, Human Resources Development
University of Maryland - Robert H. Smith School of Business 1995 — 1998
Bachelor’s Degree, Human Resource Management & International Business
Erickson Living December 2014 - Present
The Henry M. Jackson Foundation for the Advancement of Military Medicine January 2012 - February 2014
Encore Healthcare, LLC September 2007 - January 2012
Erickson Retirement Communities July 2005 - September 2007
RSM McGladrey March 2004 - July 2005
ADP August 1998 - April 2001
Skills
Employee Relations, PeopleSoft, Employee Benefits, Onboarding, Performance Management, Organizational..., HR Policies, Recruiting, Talent Management, Employee Engagement, New Hire Orientations, Leadership Development, Policy, College Recruiting, Coaching, Training, Personnel Management
Education
Villanova University 2013 — 2015
Master’s Degree, Human Resources Development
University of Maryland - Robert H. Smith School of Business 1995 — 1998
Bachelor’s Degree, Human Resource Management & International Business
Cameron Matterson's RSM McGladrey Experience 2001 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Booz Allen Hamilton September 2007 - October 2008
RSM McGladrey 2001 - 2007
Education
University of Maryland University College 2002 — 2008
Global MBA, International Finance, Marketing
University of Delaware 1996 — 2001
BA, History
Booz Allen Hamilton September 2007 - October 2008
RSM McGladrey 2001 - 2007
Education
University of Maryland University College 2002 — 2008
Global MBA, International Finance, Marketing
University of Delaware 1996 — 2001
BA, History
Sara Wrage's RSM McGladrey Experience January 2008 - April 2008
Job Assurance Manager, Financial Services Insurance at EY
Industry Accounting
Experience
EY October 2014 - Present
EY October 2012 - September 2014
Ernst & Young September 2010 - September 2012
AEGON May 2008 - August 2008
RSM McGladrey January 2008 - April 2008
Skills
CPA, GAAP, Auditing, Internal Controls, Big 4, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2010
MAc, Master's of Accountancy
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Accounting
EY October 2014 - Present
EY October 2012 - September 2014
Ernst & Young September 2010 - September 2012
AEGON May 2008 - August 2008
RSM McGladrey January 2008 - April 2008
Skills
CPA, GAAP, Auditing, Internal Controls, Big 4, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2010
MAc, Master's of Accountancy
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Accounting
Sharlene Killorin's RSM McGladrey Experience December 1986 - December 2011
Job CPA
Industry Accounting
Experience
Esterbrooks, Scott, Signorelli, Peterson, Smithson, Ltd. January 2012 - Present
RSM McGladrey December 1986 - December 2011
Skills
Accounting, CPA, Tax Preparation, Tax, Tax Research, Income Tax, Financial Analysis, Corporate Tax, QuickBooks, Estate & Gift Taxation, Estate Planning
Education
University of Minnesota Duluth 1980 — 1986
BAc, Accounting
Esterbrooks, Scott, Signorelli, Peterson, Smithson, Ltd. January 2012 - Present
RSM McGladrey December 1986 - December 2011
Skills
Accounting, CPA, Tax Preparation, Tax, Tax Research, Income Tax, Financial Analysis, Corporate Tax, QuickBooks, Estate & Gift Taxation, Estate Planning
Education
University of Minnesota Duluth 1980 — 1986
BAc, Accounting
James Nothnagel's RSM McGladrey Experience August 2006 - Present
Job Director Strategic Projects McGladrey
Industry Accounting
Experience
RSM McGladrey August 2006 - Present
Skills
Process Improvement, Leadership, Strategic Planning, Financial Analysis, Budgets, CPA, Project Management, Accounting, Program Management, Financial Risk
Education
University of Illinois at Urbana-Champaign 1972 — 1979
BS and MBA, Business / Finance
RSM McGladrey August 2006 - Present
Skills
Process Improvement, Leadership, Strategic Planning, Financial Analysis, Budgets, CPA, Project Management, Accounting, Program Management, Financial Risk
Education
University of Illinois at Urbana-Champaign 1972 — 1979
BS and MBA, Business / Finance
Michael Breza's RSM McGladrey Experience August 1996 - October 2010
Job Principal at Olsen Thielen
Industry Accounting
Experience
Olsen Thielen November 2010 - Present
McGladrey & Pullen August 1996 - October 2010
RSM McGladrey August 1996 - October 2010
Olsen Thielen October 1989 - August 1996
Vincent Metals a Division of Rio Algom Inc. June 1985 - October 1989
Skills
Income Tax, Tax Research, Accounting, Corporate Tax, Tax, CPA, Financial Analysis, GAAP, Tax Returns, Tax Accounting, Partnership Taxation, Tax Preparation, IRS, Forensic Accounting, SEC filings, Financial Reporting, SEC Filings
Education
University of Minnesota - Carlson School of Management 1994 — 1998
MBT, Taxation
St. Mary's University of Minnesota 1981 — 1985
Accounting, Computer Science
Olsen Thielen November 2010 - Present
McGladrey & Pullen August 1996 - October 2010
RSM McGladrey August 1996 - October 2010
Olsen Thielen October 1989 - August 1996
Vincent Metals a Division of Rio Algom Inc. June 1985 - October 1989
Skills
Income Tax, Tax Research, Accounting, Corporate Tax, Tax, CPA, Financial Analysis, GAAP, Tax Returns, Tax Accounting, Partnership Taxation, Tax Preparation, IRS, Forensic Accounting, SEC filings, Financial Reporting, SEC Filings
Education
University of Minnesota - Carlson School of Management 1994 — 1998
MBT, Taxation
St. Mary's University of Minnesota 1981 — 1985
Accounting, Computer Science
Scott Sabin's RSM McGladrey Experience 1995 - 2001
Job Business Development and Consulting Professional
Industry Information Technology and Services
Experience
Concord 2009 - February 2015
UnitedHealth Group 2004 - 2009
The Navis Group 2002 - 2004
RSM McGladrey 1995 - 2001
IBM Corporation 1987 - 1995
Skills
Healthcare, Business Strategy, Cross-functional Team..., Account Management, System Selection, Business Systems..., Financial Systems..., New Business Development, Management Consulting, Consultative Selling, Vendor Relations, Business Process..., Selling, CRM, Business Development, Strategy, Project Management, Management, Vendor Management
Education
University of Iowa 1983 — 1987
Bachelor of Arts, Business Administration
Naperville (IL) North High School 1981 — 1983
Worthington (OH) HS 1979 — 1981
Concord 2009 - February 2015
UnitedHealth Group 2004 - 2009
The Navis Group 2002 - 2004
RSM McGladrey 1995 - 2001
IBM Corporation 1987 - 1995
Skills
Healthcare, Business Strategy, Cross-functional Team..., Account Management, System Selection, Business Systems..., Financial Systems..., New Business Development, Management Consulting, Consultative Selling, Vendor Relations, Business Process..., Selling, CRM, Business Development, Strategy, Project Management, Management, Vendor Management
Education
University of Iowa 1983 — 1987
Bachelor of Arts, Business Administration
Naperville (IL) North High School 1981 — 1983
Worthington (OH) HS 1979 — 1981
Karen Andresen's RSM McGladrey Experience 1993 - December 2007
Job Owner, Karen Andresen Human Resources Consulting
Industry Human Resources
Experience
Karen Andresen Human Resources Consulting January 2008 - Present
RSM McGladrey 1993 - December 2007
Transition, Inc. 1983 - 1993
Skills
HR Policies, Human Resources, Recruiting, Resume Writing, Career Counseling, Personnel Management, Employee Relations, Event Planning, Organizational..., Performance Management, Fundraising, Talent Acquisition, Microsoft Office
Education
University of Minnesota Duluth
BS, English. Psychology, Sociology
Karen Andresen Human Resources Consulting January 2008 - Present
RSM McGladrey 1993 - December 2007
Transition, Inc. 1983 - 1993
Skills
HR Policies, Human Resources, Recruiting, Resume Writing, Career Counseling, Personnel Management, Employee Relations, Event Planning, Organizational..., Performance Management, Fundraising, Talent Acquisition, Microsoft Office
Education
University of Minnesota Duluth
BS, English. Psychology, Sociology
Jeffrey Baron's RSM McGladrey Experience 2005 - 2006
Job F&O and OTC Clearing
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Deutsche Bank Securities July 2014 - September 2015
Bank of America Merrill Lynch June 2010 - August 2014
Bank of America August 2006 - June 2010
RSM McGladrey 2005 - 2006
Rome Associates June 2004 - October 2005
Skills
Derivatives, Financial Analysis, Loans
Education
University of Iowa 2000 — 2004
BBA, Accounting
Bank of America Merrill Lynch August 2015 - Present
Deutsche Bank Securities July 2014 - September 2015
Bank of America Merrill Lynch June 2010 - August 2014
Bank of America August 2006 - June 2010
RSM McGladrey 2005 - 2006
Rome Associates June 2004 - October 2005
Skills
Derivatives, Financial Analysis, Loans
Education
University of Iowa 2000 — 2004
BBA, Accounting
Debra Hovland's RSM McGladrey Experience 2004 - 2006
Job Assistant General Counsel at H.B. Fuller Company
Industry Chemicals
Experience
H.B. Fuller Company February 2006 - Present
RSM McGladrey 2004 - 2006
International Multifoods Corporation 1998 - 2004
Cargill, Incorporated 1996 - 1998
Schatz Paquin Lockridge Grindal & Nauen 1995 - 1996
Mackall Crounse & Moore 1994 - 1995
KPMG LLP 1988 - 1991
Skills
Due Diligence, Corporate Law, Executive Pay, Securities Regulation, Acquisitions, Joint Ventures, SEC, Contract Negotiation, Public Companies, Divestitures, FCPA, SEC filings, Mergers, Corporate Governance, Succession Planning, Intellectual Property, Litigation Management, Executive Management, M&A experience, Litigation, Licensing
Education
University of Minnesota - Carlson School of Management
B.S.B., Accounting
University of Minnesota Law School
Doctor of Law (J.D.)
H.B. Fuller Company February 2006 - Present
RSM McGladrey 2004 - 2006
International Multifoods Corporation 1998 - 2004
Cargill, Incorporated 1996 - 1998
Schatz Paquin Lockridge Grindal & Nauen 1995 - 1996
Mackall Crounse & Moore 1994 - 1995
KPMG LLP 1988 - 1991
Skills
Due Diligence, Corporate Law, Executive Pay, Securities Regulation, Acquisitions, Joint Ventures, SEC, Contract Negotiation, Public Companies, Divestitures, FCPA, SEC filings, Mergers, Corporate Governance, Succession Planning, Intellectual Property, Litigation Management, Executive Management, M&A experience, Litigation, Licensing
Education
University of Minnesota - Carlson School of Management
B.S.B., Accounting
University of Minnesota Law School
Doctor of Law (J.D.)
Dave Hannasch's RSM McGladrey Experience 1993 - 1997
Job Manager, Tax Planning at Best Buy
Industry Accounting
Experience
Best Buy September 2011 - Present
ADC Telecommunications, Inc. 2000 - August 2011
Honeywell 1997 - 2000
RSM McGladrey 1993 - 1997
Skills
Tax, Financial Reporting, Sarbanes-Oxley Act, Accounting, SEC filings, CPA, GAAP, US GAAP, Financial Planners, Internal Controls, Auditing, Financial Accounting, Income Tax
Education
University of Minnesota Duluth 1988 — 1993
Bachelor of Arts, Accounting
University of Minnesota-Twin Cities
MBA, Accounting / Finance
Best Buy September 2011 - Present
ADC Telecommunications, Inc. 2000 - August 2011
Honeywell 1997 - 2000
RSM McGladrey 1993 - 1997
Skills
Tax, Financial Reporting, Sarbanes-Oxley Act, Accounting, SEC filings, CPA, GAAP, US GAAP, Financial Planners, Internal Controls, Auditing, Financial Accounting, Income Tax
Education
University of Minnesota Duluth 1988 — 1993
Bachelor of Arts, Accounting
University of Minnesota-Twin Cities
MBA, Accounting / Finance
Peter Szendrey's RSM McGladrey Experience 2005 - 2007
Job Corporate Controller
Industry Accounting
Experience
Material Handling Services, LLC July 2015 - Present
Maloney + Novotny LLC November 1991 - June 2015
RSM McGladrey 2005 - 2007
American Express 2000 - 2005
Hausser + Taylor 1991 - 2000
Ernst & Young 1987 - 1991
Skills
Employee Benefit Plan..., Public Company Auditing, Accounting and Auditing, Accounting, Employee Benefits, Auditing, Management, Mergers & Acquisitions, Financial Analysis, CPA, Budgets, SEC filings, Tax, Financial Reporting, Tax Preparation, GAAP, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting
Education
University of Dayton 1982 — 1986
BSBA, Accounting
Elyria Catholic High School 1978 — 1982
Material Handling Services, LLC July 2015 - Present
Maloney + Novotny LLC November 1991 - June 2015
RSM McGladrey 2005 - 2007
American Express 2000 - 2005
Hausser + Taylor 1991 - 2000
Ernst & Young 1987 - 1991
Skills
Employee Benefit Plan..., Public Company Auditing, Accounting and Auditing, Accounting, Employee Benefits, Auditing, Management, Mergers & Acquisitions, Financial Analysis, CPA, Budgets, SEC filings, Tax, Financial Reporting, Tax Preparation, GAAP, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting
Education
University of Dayton 1982 — 1986
BSBA, Accounting
Elyria Catholic High School 1978 — 1982
Paul Pinkus's RSM McGladrey Experience 2005 - 2011
Job Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 1974 - Present
POPAI 2000 - 2012
RSM McGladrey 2005 - 2011
NCSY 1998 - 2010
American Express Tax and Business Services 1999 - 2005
AM&G 1974 - 1999
Skills
Strategic Planning, Due Diligence, Non-profits, Mergers, Accounting, Auditing, Tax, Business Strategy, Business Process..., Business Analysis, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Planning, Financial Analysis, Budgets, Financial Reporting, Management, Negotiation, Nonprofits, Financial Modeling, Finance, Strategy, Financial Accounting, Small Business, Not-for-profit, Strategic Financial..., Team Building, Start-ups, SEC filings, Managerial Finance, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1969 — 1974
BS, Accounting and Economics
Lane Tech 1965 — 1969
High School Diploma
McGladrey LLP 1974 - Present
POPAI 2000 - 2012
RSM McGladrey 2005 - 2011
NCSY 1998 - 2010
American Express Tax and Business Services 1999 - 2005
AM&G 1974 - 1999
Skills
Strategic Planning, Due Diligence, Non-profits, Mergers, Accounting, Auditing, Tax, Business Strategy, Business Process..., Business Analysis, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Planning, Financial Analysis, Budgets, Financial Reporting, Management, Negotiation, Nonprofits, Financial Modeling, Finance, Strategy, Financial Accounting, Small Business, Not-for-profit, Strategic Financial..., Team Building, Start-ups, SEC filings, Managerial Finance, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1969 — 1974
BS, Accounting and Economics
Lane Tech 1965 — 1969
High School Diploma
Sandi Redman's RSM McGladrey Experience 2004 - 2009
Job CPA at The Dolins Group
Industry Accounting
Experience
The Dolins Group, Ltd. January 2011 - August 2012
Gilson Labus and Silverman August 2009 - November 2010
RSM McGladrey 2004 - 2009
Kingport International Corporation 1990 - 2002
Skills
General Ledger, QuickBooks, Accounting, Tax, Accounts Payable, Fixed Assets, Income Tax, Financial Statements, Payroll, CPA, Variance Analysis, Accounts Receivable, Tax Returns, Accruals, Journal Entries, Peachtree, Bank Reconciliation, Cash Management, Tax Accounting, Tax Research, Partnership Taxation, Payroll Taxes, GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelors of Science, Accounting
Niles East High School 1975 — 1979
The Dolins Group, Ltd. January 2011 - August 2012
Gilson Labus and Silverman August 2009 - November 2010
RSM McGladrey 2004 - 2009
Kingport International Corporation 1990 - 2002
Skills
General Ledger, QuickBooks, Accounting, Tax, Accounts Payable, Fixed Assets, Income Tax, Financial Statements, Payroll, CPA, Variance Analysis, Accounts Receivable, Tax Returns, Accruals, Journal Entries, Peachtree, Bank Reconciliation, Cash Management, Tax Accounting, Tax Research, Partnership Taxation, Payroll Taxes, GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelors of Science, Accounting
Niles East High School 1975 — 1979
Tasos Angelopoulos's RSM McGladrey Experience January 2007 - May 2007
Job Corporate Development at Uptake
Industry Internet
Experience
Uptake March 2015 - Present
PricewaterhouseCoopers August 2009 - February 2015
RSM McGladrey January 2007 - May 2007
Skills
Hedge Funds, US GAAP, Internal Controls, Financial Services, Financial Reporting, Financial Modeling, Due Diligence, GAAP, Financial Analysis, Business Valuation, Sarbanes-Oxley Act, SEC filings
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Accountancy & Finance
Uptake March 2015 - Present
PricewaterhouseCoopers August 2009 - February 2015
RSM McGladrey January 2007 - May 2007
Skills
Hedge Funds, US GAAP, Internal Controls, Financial Services, Financial Reporting, Financial Modeling, Due Diligence, GAAP, Financial Analysis, Business Valuation, Sarbanes-Oxley Act, SEC filings
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Accountancy & Finance
Rachel Pan, CPA's RSM McGladrey Experience August 2005 - January 2009
Job Tax Manager at Holland Partner Group
Industry Real Estate
Experience
Holland Partner Group September 2013 - Present
Plante & Moran January 2009 - August 2013
RSM McGladrey August 2005 - January 2009
American Express Financial Advisors June 2001 - August 2003
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Preparation, Income Tax
Education
University of Illinois at Chicago 2003 — 2005
M.S.
University of Illinois at Chicago 2003 — 2005
M.B.A.
University of Illinois at Urbana-Champaign 1997 — 2001
B.S.
Holland Partner Group September 2013 - Present
Plante & Moran January 2009 - August 2013
RSM McGladrey August 2005 - January 2009
American Express Financial Advisors June 2001 - August 2003
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Preparation, Income Tax
Education
University of Illinois at Chicago 2003 — 2005
M.S.
University of Illinois at Chicago 2003 — 2005
M.B.A.
University of Illinois at Urbana-Champaign 1997 — 2001
B.S.
Cathie Stewart's RSM McGladrey Experience 2000 - Present
Job Senior Director at Risk & Regulatory Consulting, LLC
Industry Accounting
Experience
Risk & Regulatory Consulting, LLC April 2012 - Present
RSM McGladrey 2000 - Present
The Johns Hopkins Hospital June 1999 - January 2000
Anderson Associates LLP September 1996 - June 1999
Skills
Auditing, Accounting, Financial Institutions, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Internal Audit, Financial Statements, Financial Risk, Risk Management, Assurance, Risk Assessment, Insurance, Consulting, Process Improvement, IT Audit, SEC filings, Enterprise Risk..., Sarbanes-Oxley, GAAP, US GAAP
Education
Stevenson University 2009 — 2011
MS, Forensic Studies, Accounting Track
University of Maryland Baltimore County
BA, Accounting & Economics
Risk & Regulatory Consulting, LLC April 2012 - Present
RSM McGladrey 2000 - Present
The Johns Hopkins Hospital June 1999 - January 2000
Anderson Associates LLP September 1996 - June 1999
Skills
Auditing, Accounting, Financial Institutions, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Internal Audit, Financial Statements, Financial Risk, Risk Management, Assurance, Risk Assessment, Insurance, Consulting, Process Improvement, IT Audit, SEC filings, Enterprise Risk..., Sarbanes-Oxley, GAAP, US GAAP
Education
Stevenson University 2009 — 2011
MS, Forensic Studies, Accounting Track
University of Maryland Baltimore County
BA, Accounting & Economics
Alexandra Deckert, CPA's RSM McGladrey Experience November 2009 - May 2011
Job At
Industry Accounting
Experience
The Humane Society of the United States July 2014 - Present
Lockheed Martin August 2011 - July 2014
RSM McGladrey November 2009 - May 2011
DeLeon & Stang CPAs January 2008 - April 2009
Skills
Tax Preparation, Accounting, Financial Accounting, Financial Reporting, GAAP, Tax
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Accounting
The Humane Society of the United States July 2014 - Present
Lockheed Martin August 2011 - July 2014
RSM McGladrey November 2009 - May 2011
DeLeon & Stang CPAs January 2008 - April 2009
Skills
Tax Preparation, Accounting, Financial Accounting, Financial Reporting, GAAP, Tax
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Accounting
Patrick Aquilino's RSM McGladrey Experience June 2005 - August 2005
Job Management Consultant at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting November 2014 - Present
Huron Consulting Group November 2008 - November 2014
Navigant Consulting May 2007 - August 2007
RSM McGladrey June 2005 - August 2005
Skills
Management Consulting, Financial Modeling, Valuation, Litigation Support, Business Valuation, Financial Analysis, Forensic Accounting, Business Process..., Data Analysis, Business Analysis, Performance Improvement, Analytics, Business Strategy, Analysis, Consulting, Leadership, Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's Degree, Accounting with Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science (BS), Accounting
University of Illinois at Urbana-Champaign 2003 — 2005
Professional Pilot Program, Commercial Pilot License
Slalom Consulting November 2014 - Present
Huron Consulting Group November 2008 - November 2014
Navigant Consulting May 2007 - August 2007
RSM McGladrey June 2005 - August 2005
Skills
Management Consulting, Financial Modeling, Valuation, Litigation Support, Business Valuation, Financial Analysis, Forensic Accounting, Business Process..., Data Analysis, Business Analysis, Performance Improvement, Analytics, Business Strategy, Analysis, Consulting, Leadership, Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's Degree, Accounting with Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science (BS), Accounting
University of Illinois at Urbana-Champaign 2003 — 2005
Professional Pilot Program, Commercial Pilot License
Alex Quasnitschka, CFE's RSM McGladrey Experience September 2003 - Present
Job Manager at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey September 2003 - Present
Skills
Enterprise Risk..., Internal Controls, Auditing, Financial Reporting, Accounting, CPA, Financial Analysis, Internal Audit, Insurance, Sarbanes-Oxley Act, Risk Management, Financial Statements, Financial Risk, Financial Accounting, GAAP, US GAAP, Forensic Accounting, Management, SEC filings
Education
University of Hartford 2000 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
RSM McGladrey September 2003 - Present
Skills
Enterprise Risk..., Internal Controls, Auditing, Financial Reporting, Accounting, CPA, Financial Analysis, Internal Audit, Insurance, Sarbanes-Oxley Act, Risk Management, Financial Statements, Financial Risk, Financial Accounting, GAAP, US GAAP, Forensic Accounting, Management, SEC filings
Education
University of Hartford 2000 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Patrick Pfeifer's RSM McGladrey Experience 2001 - 2003
Job Community Senior Vice President at Soy Capital Bank and Trust
Industry Banking
Experience
Soy Capital Bank and Trust July 2014 - Present
TriCapital, LLC August 2011 - July 2014
Farmers Merchants National Bank December 2008 - July 2014
Centrue Bank 2006 - 2008
Chase 2005 - 2006
Regions Bank 2003 - 2005
RSM McGladrey 2001 - 2003
Central Illinois Bank 2000 - 2001
United States Air Force 1994 - 1997
Skills
Banking, Credit, Customer Relations, Real Estate, Loans, Executive Management, Information Technology, Liquidity Risk, Agriculture Lending, Finance, Customer Service, Risk Management, Consumer Lending, Underwriting, Commercial Lending, Financial Analysis, Retail Banking
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 1998 — 2000
BS, Finance
Soy Capital Bank and Trust July 2014 - Present
TriCapital, LLC August 2011 - July 2014
Farmers Merchants National Bank December 2008 - July 2014
Centrue Bank 2006 - 2008
Chase 2005 - 2006
Regions Bank 2003 - 2005
RSM McGladrey 2001 - 2003
Central Illinois Bank 2000 - 2001
United States Air Force 1994 - 1997
Skills
Banking, Credit, Customer Relations, Real Estate, Loans, Executive Management, Information Technology, Liquidity Risk, Agriculture Lending, Finance, Customer Service, Risk Management, Consumer Lending, Underwriting, Commercial Lending, Financial Analysis, Retail Banking
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 1998 — 2000
BS, Finance
Matt Leibrand's RSM McGladrey Experience January 2007 - April 2008
Job Controller at North Iowa Coop
Industry Accounting
Experience
North Iowa Coop June 2012 - Present
McGladrey September 2008 - May 2012
RSM McGladrey January 2007 - April 2008
Skills
Auditing, GAAP, Financial Reporting, US GAAP, CPA, Internal Controls, Accounting, Tax, Financial Accounting, Financial Statements, Financial Analysis, General Ledger, Finance, External Audit, SEC Filings, Sarbanes-Oxley Act, Income Tax, Corporate Tax, Account Reconciliation, Internal Audit, Tax Preparation, Revenue Recognition
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2008
Bachelor's Degree, Accounting & Finance
North Iowa Coop June 2012 - Present
McGladrey September 2008 - May 2012
RSM McGladrey January 2007 - April 2008
Skills
Auditing, GAAP, Financial Reporting, US GAAP, CPA, Internal Controls, Accounting, Tax, Financial Accounting, Financial Statements, Financial Analysis, General Ledger, Finance, External Audit, SEC Filings, Sarbanes-Oxley Act, Income Tax, Corporate Tax, Account Reconciliation, Internal Audit, Tax Preparation, Revenue Recognition
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2008
Bachelor's Degree, Accounting & Finance
Thomas Noll's RSM McGladrey Experience January 2007 - April 2007
Job Graduated from University of MinnesotaDuluth
Industry Accounting
Experience
Wilderness Family Naturals May 2008 - August 2010
Plymold May 2007 - August 2007
RSM McGladrey January 2007 - April 2007
Education
University of Minnesota Duluth 2005 — 2011
Wilderness Family Naturals May 2008 - August 2010
Plymold May 2007 - August 2007
RSM McGladrey January 2007 - April 2007
Education
University of Minnesota Duluth 2005 — 2011
Lewis Chabot's RSM McGladrey Experience December 2003 - January 2006
Job Supervisor at Grossberg Company LLP
Industry Accounting
Experience
Calibre CPA Group, PLLC March 2012 - Present
Grossberg Company LLP January 2006 - July 2011
RSM McGladrey December 2003 - January 2006
Skills
Tax, Non-profits, ProSystem fx Tax, Financial Analysis, Nonprofits, CPA, Tax Preparation, Internal Controls, Budgets, Auditing, Partnership Taxation, Income Tax, Process Improvement, Tax Returns, Financial Reporting, Corporate Tax
Education
University of Maryland College Park 1979 — 1984
Batchellor of Science, Accounting
Peary High School 1976 — 1979
Calibre CPA Group, PLLC March 2012 - Present
Grossberg Company LLP January 2006 - July 2011
RSM McGladrey December 2003 - January 2006
Skills
Tax, Non-profits, ProSystem fx Tax, Financial Analysis, Nonprofits, CPA, Tax Preparation, Internal Controls, Budgets, Auditing, Partnership Taxation, Income Tax, Process Improvement, Tax Returns, Financial Reporting, Corporate Tax
Education
University of Maryland College Park 1979 — 1984
Batchellor of Science, Accounting
Peary High School 1976 — 1979
John McKevitt's RSM McGladrey Experience July 2006 - December 2008
Job Senior Actuarial Analyst at Cheiron
Industry Financial Services
Experience
Cheiron December 2008 - Present
RSM McGladrey July 2006 - December 2008
Skills
Actuarial Science, Pensions, Defined Benefit, Financial Modeling, Retirement, VBA, Risk Management, Employee Benefits, Valuation, Financial Risk, SAS, Access, R
Education
University of Illinois at Urbana-Champaign 2003 — 2006
Bachelor's degree, Actuarial Science
Cheiron December 2008 - Present
RSM McGladrey July 2006 - December 2008
Skills
Actuarial Science, Pensions, Defined Benefit, Financial Modeling, Retirement, VBA, Risk Management, Employee Benefits, Valuation, Financial Risk, SAS, Access, R
Education
University of Illinois at Urbana-Champaign 2003 — 2006
Bachelor's degree, Actuarial Science
Murshed Jalal's RSM McGladrey Experience August 2005 - June 2006
Job Sr. Financial Analyst at McKesson
Industry Hospital & Health Care
Experience
McKesson Specialty Health December 2010 - May 2014
US Oncology February 2009 - November 2010
Mexican Restaurants, Inc. June 2006 - February 2009
RSM McGladrey August 2005 - June 2006
Affiliated Systems Corporation December 2004 - July 2005
Skills
Financial Analyst, Financial Reporting, P&L Financial Reporting, SEC Financial Reporting, Forecasting, Strategic Financial..., Revenue and Expense..., Management Reporting, Financial Modeling, Key Metrics Development, Ad Hoc Analysis, Process Improvement, Advanced Excel, SAP, TM1, PeopleSoft, Essbase, Great Plains Software, FRx, Fund ware, Access, Power Point, Epicor, Accounting, Finance
Education
University of Houston-Clear Lake 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
McKesson Specialty Health December 2010 - May 2014
US Oncology February 2009 - November 2010
Mexican Restaurants, Inc. June 2006 - February 2009
RSM McGladrey August 2005 - June 2006
Affiliated Systems Corporation December 2004 - July 2005
Skills
Financial Analyst, Financial Reporting, P&L Financial Reporting, SEC Financial Reporting, Forecasting, Strategic Financial..., Revenue and Expense..., Management Reporting, Financial Modeling, Key Metrics Development, Ad Hoc Analysis, Process Improvement, Advanced Excel, SAP, TM1, PeopleSoft, Essbase, Great Plains Software, FRx, Fund ware, Access, Power Point, Epicor, Accounting, Finance
Education
University of Houston-Clear Lake 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General