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
Hari Gupta Hari Gupta's RSM McGladrey Experience October 2006 - January 2007
Job Principal Engineer at Coriolis Enterprises, Inc.
Industry Environmental Services
Experience
SCS Engineers July 2015 - Present
Coriolis Enterprises, Inc. November 2013 - June 2015
CDM Smith July 2007 - November 2013
Coriolis Enterprises, Inc. August 1999 - July 2007
RSM McGladrey October 2006 - January 2007
Hart Crowser May 1998 - April 1999
URS Corporation October 1992 - May 1998
Skills
Due Diligence, Business Strategy, Sustainable Energy, Carbon Management, Green Building, Market Planning, Supply Chain..., Greenhouse Gas, Social Entrepreneurship, Sustainability, Environmental Awareness, Green Marketing, Project Management, Renewable Energy, Management Consulting, Program Management, Energy, Risk Assessment, Feasibility Studies, Infrastructure, Hazardous Waste..., Remediation, Business Development, Environmental..., Environmental Auditing, Carbon Footprinting, Air Quality, Soil, Environmental Compliance
Education
University of Southern California - Marshall School of Business 1999 — 2002
MBA
University of Oklahoma 1990 — 1992
MS Civil Engineering
VVS College of Engineering, Burla, Orissa, India 1985 — 1989
BS Civil Engineering
Ispat School 1973 — 1985
High School
SCS Engineers July 2015 - Present
Coriolis Enterprises, Inc. November 2013 - June 2015
CDM Smith July 2007 - November 2013
Coriolis Enterprises, Inc. August 1999 - July 2007
RSM McGladrey October 2006 - January 2007
Hart Crowser May 1998 - April 1999
URS Corporation October 1992 - May 1998
Skills
Due Diligence, Business Strategy, Sustainable Energy, Carbon Management, Green Building, Market Planning, Supply Chain..., Greenhouse Gas, Social Entrepreneurship, Sustainability, Environmental Awareness, Green Marketing, Project Management, Renewable Energy, Management Consulting, Program Management, Energy, Risk Assessment, Feasibility Studies, Infrastructure, Hazardous Waste..., Remediation, Business Development, Environmental..., Environmental Auditing, Carbon Footprinting, Air Quality, Soil, Environmental Compliance
Education
University of Southern California - Marshall School of Business 1999 — 2002
MBA
University of Oklahoma 1990 — 1992
MS Civil Engineering
VVS College of Engineering, Burla, Orissa, India 1985 — 1989
BS Civil Engineering
Ispat School 1973 — 1985
High School
Annette Stephens Annette Stephens's RSM McGladrey Experience March 1998 - May 2009
Job IT Risk Management Strategic Advisory Consulting
Industry Information Technology and Services
Experience
TCF Bank July 2011 - Present
Annette Stephens Consulting May 2009 - Present
RSM McGladrey March 1998 - May 2009
Liberty 2003 - 2005
Fiserv Information Technology and Services 1995 - 1998
Skills
Governance, Risk Management, Internal Controls, IT Management, SDLC, Auditing, CRM, Banking, Management Consulting, Consulting, Business Continuity, Business Analysis, Vendor Management, Internal Audit, Strategic Planning, IT Audit, Sarbanes-Oxley, Strategy, Information Technology, Sarbanes-Oxley Act, Leadership, Management, IT Strategy, Disaster Recovery, Enterprise Risk..., SAS70, Project Management, Analysis, Enterprise Software, Executive Management
Education
University of Phoenix
American Institute of Banking
TCF Bank July 2011 - Present
Annette Stephens Consulting May 2009 - Present
RSM McGladrey March 1998 - May 2009
Liberty 2003 - 2005
Fiserv Information Technology and Services 1995 - 1998
Skills
Governance, Risk Management, Internal Controls, IT Management, SDLC, Auditing, CRM, Banking, Management Consulting, Consulting, Business Continuity, Business Analysis, Vendor Management, Internal Audit, Strategic Planning, IT Audit, Sarbanes-Oxley, Strategy, Information Technology, Sarbanes-Oxley Act, Leadership, Management, IT Strategy, Disaster Recovery, Enterprise Risk..., SAS70, Project Management, Analysis, Enterprise Software, Executive Management
Education
University of Phoenix
American Institute of Banking
Scott Wheeler, CPA Scott Wheeler, CPA's RSM McGladrey Experience May 2007 - August 2007
Job Tax Manager at Lutz & Company, the largest locallyowned public accounting firm in Nebraska.
Industry Accounting
Experience
Lutz June 2014 - Present
McGladrey October 2013 - May 2014
McGladrey October 2011 - September 2013
McGladrey October 2010 - September 2011
McGladrey September 2008 - September 2010
RSM McGladrey May 2007 - August 2007
Skills
Tax, Tax Research, Federal Tax, Corporate Tax, Partnership Taxation, S Corporations, Tax Return Preparation, Tax Returns, ASC-740, OneSource, Income Tax, Tax Services, Individual Taxation, High Net Worth..., Tax Compliance, State Tax, Tax Accounting, Tax Preparation, Depreciation
Education
University of Nebraska-Lincoln 2007 — 2008
Masters of Public Accountancy, Accounting
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science, Business Administration with an Emphasis in Accounting
Holdrege High School
Lutz June 2014 - Present
McGladrey October 2013 - May 2014
McGladrey October 2011 - September 2013
McGladrey October 2010 - September 2011
McGladrey September 2008 - September 2010
RSM McGladrey May 2007 - August 2007
Skills
Tax, Tax Research, Federal Tax, Corporate Tax, Partnership Taxation, S Corporations, Tax Return Preparation, Tax Returns, ASC-740, OneSource, Income Tax, Tax Services, Individual Taxation, High Net Worth..., Tax Compliance, State Tax, Tax Accounting, Tax Preparation, Depreciation
Education
University of Nebraska-Lincoln 2007 — 2008
Masters of Public Accountancy, Accounting
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science, Business Administration with an Emphasis in Accounting
Holdrege High School
Caroline Cash Caroline Cash's RSM McGladrey Experience April 2005 - October 2011
Job Director of Recruiting at ThinSculpting
Industry Staffing and Recruiting
Experience
ThinSculpting July 2015 - Present
Independent 2014 - Present
Elliott Davis, LLC 2012 - October 2012
Tire Intelligence LLC October 2011 - April 2012
RSM McGladrey April 2005 - October 2011
Providyn April 2004 - April 2005
Titan Technology Partners 1999 - 2001
Prima Consulting 1997 - 1998
Skills
Fundraising, Leadership, Recruiting, Talent Acquisition, Consulting, Accounting, College Recruiting, Management, Applicant Tracking..., Start-ups, Sourcing, Business Development, Hiring, Onboarding
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, Communication Studies
Fayetteville Academy 1988 — 1992
ThinSculpting July 2015 - Present
Independent 2014 - Present
Elliott Davis, LLC 2012 - October 2012
Tire Intelligence LLC October 2011 - April 2012
RSM McGladrey April 2005 - October 2011
Providyn April 2004 - April 2005
Titan Technology Partners 1999 - 2001
Prima Consulting 1997 - 1998
Skills
Fundraising, Leadership, Recruiting, Talent Acquisition, Consulting, Accounting, College Recruiting, Management, Applicant Tracking..., Start-ups, Sourcing, Business Development, Hiring, Onboarding
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, Communication Studies
Fayetteville Academy 1988 — 1992
Marc Clayton, CPA Marc Clayton, CPA's RSM McGladrey Experience 2007 - 2008
Job Assistant Accounting Manager at American Homes 4 Rent
Industry Accounting
Experience
American Homes 4 Rent July 2014 - Present
Nevada Society of CPAs April 2013 - Present
Deloitte & Touche LLP June 2013 - June 2014
De Joya Griffith August 2012 - March 2013
De Joya Griffith & Company August 2008 - July 2012
RSM McGladrey 2007 - 2008
Skills
Audit, GAAP, Accounting, Financial Reporting, Tax Preparation, Sarbanes-Oxley Act, CPA, Financial Accounting, Tax Research, SEC filings, Auditing, US GAAP, Tax, Tax Accounting, Corporate Tax, SEC Filings, Internal Controls, Tax Returns, Team Management
Education
University of Nevada-Las Vegas 2007 — 2008
Master's degree, Accounting
University of Nevada-Las Vegas - College of Business 2005 — 2007
Bachelor's degree, Accounting
American Homes 4 Rent July 2014 - Present
Nevada Society of CPAs April 2013 - Present
Deloitte & Touche LLP June 2013 - June 2014
De Joya Griffith August 2012 - March 2013
De Joya Griffith & Company August 2008 - July 2012
RSM McGladrey 2007 - 2008
Skills
Audit, GAAP, Accounting, Financial Reporting, Tax Preparation, Sarbanes-Oxley Act, CPA, Financial Accounting, Tax Research, SEC filings, Auditing, US GAAP, Tax, Tax Accounting, Corporate Tax, SEC Filings, Internal Controls, Tax Returns, Team Management
Education
University of Nevada-Las Vegas 2007 — 2008
Master's degree, Accounting
University of Nevada-Las Vegas - College of Business 2005 — 2007
Bachelor's degree, Accounting
Suzie Villanueva's RSM McGladrey Experience June 2001 - August 2001
Job HR Consultant
Industry Human Resources
Experience
Human Services Consortium of the East San Gabriel Valley October 2014 - Present
LA Works September 2001 - September 2014
LA Works September 2001 - August 2006
RSM McGladrey June 2001 - August 2001
Deloitte Consulting December 2000 - June 2001
AC Transit March 1997 - November 2000
Skills
Human Resources, Benefits Administration, Employee Relations, HR Policies, Payroll, Employment Law, Research & Analysis, HR Recommendations, Recruiting, Interviews, New Hire Orientations, Leadership Development, Onboarding, Management
Education
University of Phoenix 2012 — 2015
Master of Business Administration (M.B.A.), Human Resources Management
University of Phoenix 2005 — 2007
Bachelor's Degree, Business Management
San Diego State University-California State University
Associate's Degree
Human Services Consortium of the East San Gabriel Valley October 2014 - Present
LA Works September 2001 - September 2014
LA Works September 2001 - August 2006
RSM McGladrey June 2001 - August 2001
Deloitte Consulting December 2000 - June 2001
AC Transit March 1997 - November 2000
Skills
Human Resources, Benefits Administration, Employee Relations, HR Policies, Payroll, Employment Law, Research & Analysis, HR Recommendations, Recruiting, Interviews, New Hire Orientations, Leadership Development, Onboarding, Management
Education
University of Phoenix 2012 — 2015
Master of Business Administration (M.B.A.), Human Resources Management
University of Phoenix 2005 — 2007
Bachelor's Degree, Business Management
San Diego State University-California State University
Associate's Degree
Kristin Walker-Smith, CPA Kristin Walker-Smith, CPA's RSM McGladrey Experience September 2005 - April 2007
Job Manager Non Labor Cost Management, Spirit Aerosystems
Industry Accounting
Experience
Spirit AeroSystems September 2014 - Present
Amsted Rail Inc October 2010 - July 2014
Amsted Rail Inc June 2008 - September 2010
Mechanical Breakdown Protection, Inc. April 2007 - June 2008
RSM McGladrey September 2005 - April 2007
Skills
CPA, Sarbanes-Oxley Act, Accounting, Financial Reporting, Forecasting, Cost Accounting, Auditing, Variance Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, SAP, Process Improvement, Financial Statements, Internal Controls
Education
University of Missouri-Columbia 2000 — 2005
Master, Accountancy
University of Missouri-Columbia 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Spirit AeroSystems September 2014 - Present
Amsted Rail Inc October 2010 - July 2014
Amsted Rail Inc June 2008 - September 2010
Mechanical Breakdown Protection, Inc. April 2007 - June 2008
RSM McGladrey September 2005 - April 2007
Skills
CPA, Sarbanes-Oxley Act, Accounting, Financial Reporting, Forecasting, Cost Accounting, Auditing, Variance Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, SAP, Process Improvement, Financial Statements, Internal Controls
Education
University of Missouri-Columbia 2000 — 2005
Master, Accountancy
University of Missouri-Columbia 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Greg Burnes, MBA, PMP Greg Burnes, MBA, PMP's RSM McGladrey Experience February 2005 - June 2008
Job Business Transformation Consultant
Industry Management Consulting
Experience
ENPoint Change Consultants June 2008 - Present
Capella Education Company October 2009 - June 2012
RSM McGladrey February 2005 - June 2008
Siemens 2002 - May 2005
Siemens 1999 - 2002
NetLink International, Inc. 1993 - 1999
Skills
Program Management, Change Management, Organizational..., Leadership, Strategy, Organizational..., Training, Employee Engagement, Strategic Planning, Consulting, Business Process..., Staff Development, Cross-functional Team..., Talent Management, Management, Human Resources, Performance Management, Leadership Development, Recruiting, Management Consulting, Executive Coaching, Talent Acquisition, Executive Management, Budgets, Career Development, Workshop Facilitation, Team Leadership, E-Learning, Process Improvement, Culture Change, Strategic Thinking, Employee Training, Organizational Design, Training Delivery, Coaching, Performance Improvement, Vendor Management, Workforce Planning, Onboarding, Team Building, Instructional Design, Personnel Management, Succession Planning
Education
PROSCI Certification Program 2011 — 2011
University of St. Thomas - Opus College of Business 1997 — 1999
MBA, Organization Development
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.), Education
Implementation Institute 2011 — 2011
Implementation Effectiveness Certification, Change Management
ENPoint Change Consultants June 2008 - Present
Capella Education Company October 2009 - June 2012
RSM McGladrey February 2005 - June 2008
Siemens 2002 - May 2005
Siemens 1999 - 2002
NetLink International, Inc. 1993 - 1999
Skills
Program Management, Change Management, Organizational..., Leadership, Strategy, Organizational..., Training, Employee Engagement, Strategic Planning, Consulting, Business Process..., Staff Development, Cross-functional Team..., Talent Management, Management, Human Resources, Performance Management, Leadership Development, Recruiting, Management Consulting, Executive Coaching, Talent Acquisition, Executive Management, Budgets, Career Development, Workshop Facilitation, Team Leadership, E-Learning, Process Improvement, Culture Change, Strategic Thinking, Employee Training, Organizational Design, Training Delivery, Coaching, Performance Improvement, Vendor Management, Workforce Planning, Onboarding, Team Building, Instructional Design, Personnel Management, Succession Planning
Education
PROSCI Certification Program 2011 — 2011
University of St. Thomas - Opus College of Business 1997 — 1999
MBA, Organization Development
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.), Education
Implementation Institute 2011 — 2011
Implementation Effectiveness Certification, Change Management
Matthew Osen, CPA, MAcc Matthew Osen, CPA, MAcc's RSM McGladrey Experience January 2008 - April 2008
Job Financial Controller at Bellota Agrisolutions & Tools
Industry Accounting
Experience
Bellota Agrisolutions & Tools March 2013 - Present
Community Health Care, Inc. December 2010 - February 2013
McGladrey & Pullen September 2009 - October 2010
Kelly's Medical Equipment & Supply June 2009 - August 2009
Cargill Meat Solutions May 2008 - August 2008
University of Northern Iowa June 2006 - May 2008
RSM McGladrey January 2008 - April 2008
Skills
Accounting, Tax, Audit, Healthcare, Tax Returns, Microsoft Excel, Finance, Invoicing, GAAP, Internal Controls, Auditing, Accounts Receivable, Financial Analysis, Financial Accounting
Education
University of Northern Iowa 2008 — 2009
Masters
University of Northern Iowa 2006 — 2008
B.A.
Bellota Agrisolutions & Tools March 2013 - Present
Community Health Care, Inc. December 2010 - February 2013
McGladrey & Pullen September 2009 - October 2010
Kelly's Medical Equipment & Supply June 2009 - August 2009
Cargill Meat Solutions May 2008 - August 2008
University of Northern Iowa June 2006 - May 2008
RSM McGladrey January 2008 - April 2008
Skills
Accounting, Tax, Audit, Healthcare, Tax Returns, Microsoft Excel, Finance, Invoicing, GAAP, Internal Controls, Auditing, Accounts Receivable, Financial Analysis, Financial Accounting
Education
University of Northern Iowa 2008 — 2009
Masters
University of Northern Iowa 2006 — 2008
B.A.
Marc W. Courey, CPA/CFF, JD, CFE, CCEP, CIA Marc W. Courey, CPA/CFF, JD, CFE, CCEP, CIA's RSM McGladrey Experience September 2004 - December 2008
Job Director Risk Advisory and Forensic Services at Wipfli, LLP
Industry Management Consulting
Experience
Wipfli LLP December 2008 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners August 2014 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners September 2007 - August 2013
Minnesota State University, Mankato January 2009 - June 2009
RSM McGladrey September 2004 - December 2008
Eide Bailly LLP 2003 - 2004
Skills
Forensic Accounting, Certified Fraud Examiner, Litigation Support, Fraud, Compliance, SOX, Internal Controls, Risk Management, Governance, Risk Assessment, FCPA, Enterprise Risk..., Anti-fraud, Accounting, Financial Risk, Ethics, CPA, Internal Investigations, Internal Audit
Education
William Mitchell College of Law - JD 1995 — 1998
JD
William Mitchell College of Law - LL.M. 1998 — 2000
LL.M.
University of Minnesota-Twin Cities 1977 — 1979
BS - Business
Wipfli LLP December 2008 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners August 2014 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners September 2007 - August 2013
Minnesota State University, Mankato January 2009 - June 2009
RSM McGladrey September 2004 - December 2008
Eide Bailly LLP 2003 - 2004
Skills
Forensic Accounting, Certified Fraud Examiner, Litigation Support, Fraud, Compliance, SOX, Internal Controls, Risk Management, Governance, Risk Assessment, FCPA, Enterprise Risk..., Anti-fraud, Accounting, Financial Risk, Ethics, CPA, Internal Investigations, Internal Audit
Education
William Mitchell College of Law - JD 1995 — 1998
JD
William Mitchell College of Law - LL.M. 1998 — 2000
LL.M.
University of Minnesota-Twin Cities 1977 — 1979
BS - Business
Andrew Mudd, CPA Andrew Mudd, CPA's RSM McGladrey Experience 2003 - 2006
Job Manager at Oak Hill Advisors, LP
Industry Investment Management
Experience
Oak Hill Advisors, L.P. June 2006 - Present
RSM McGladrey 2003 - 2006
The Brink's Company 2001 - 2003
Ernst & Young 1999 - 2001
Education
University of Oklahoma - Price College of Business 1992 — 1999
Master of Accountancy
Oak Hill Advisors, L.P. June 2006 - Present
RSM McGladrey 2003 - 2006
The Brink's Company 2001 - 2003
Ernst & Young 1999 - 2001
Education
University of Oklahoma - Price College of Business 1992 — 1999
Master of Accountancy
Aaron Donaldson Aaron Donaldson's RSM McGladrey Experience December 1998 - Present
Job Principal at McGladrey
Industry Information Technology and Services
Experience
McGladrey December 1997 - Present
RSM McGladrey December 1998 - Present
RSM McGladrey May 2005 - May 2008
Skills
IT Consulting, Virtualization, Storage Area Networks, Disaster Recovery, IT Strategy, Citrix, IT Management, Data Center, Business Continuity, Managed Services, VMware Infrastructure, Cloud Computing, VMware, Process Improvement, Microsoft Technologies, Security, Network Security, Outsourcing, High Availability, DNS, Active Directory, Consulting, Servers, Firewalls, Windows Server, Professional Services, VMware ESX
Education
University of Northern Iowa 1993 — 1997
McGladrey December 1997 - Present
RSM McGladrey December 1998 - Present
RSM McGladrey May 2005 - May 2008
Skills
IT Consulting, Virtualization, Storage Area Networks, Disaster Recovery, IT Strategy, Citrix, IT Management, Data Center, Business Continuity, Managed Services, VMware Infrastructure, Cloud Computing, VMware, Process Improvement, Microsoft Technologies, Security, Network Security, Outsourcing, High Availability, DNS, Active Directory, Consulting, Servers, Firewalls, Windows Server, Professional Services, VMware ESX
Education
University of Northern Iowa 1993 — 1997
Rich Head Rich Head's RSM McGladrey Experience November 1996 - November 2004
Job Vice President of Information Technology at Linn Area Credit Union
Industry Information Technology and Services
Experience
Linn Area Credit Union January 2014 - Present
Linn Area Credit Union October 2011 - January 2014
Mercy Medical Center December 2004 - June 2011
RSM McGladrey November 1996 - November 2004
RA Snyder Consulting Inc October 1995 - November 1996
Archdiocese of Dubuque July 1994 - October 1995
Skills
Strategic Planning, Information Technology, VoIP, IT Management, Disaster Recovery, Business Continuity, VMware, Process Improvement, Project Management, Windows Server, Integration, Vendor Management, Citrix, Virtual Desktop..., Leadership, Virtualization, Servers, Program Management, Active Directory, Storage, Telecommunications, Networking, IT Service Management, System Administration, Software Project..., SAN, Information Architecture, Server Architecture, Storage Architecture, Project Planning, Data Center, Storage Area Networks, Management, Security, IT Strategy, Cisco Technologies, Cloud Computing, Network Administration, VMware ESX, SharePoint, Network Security, IT Operations, Information Security, Enterprise Architecture, Troubleshooting
Education
University of Northern Iowa 1989 — 1994
BA
Linn Area Credit Union January 2014 - Present
Linn Area Credit Union October 2011 - January 2014
Mercy Medical Center December 2004 - June 2011
RSM McGladrey November 1996 - November 2004
RA Snyder Consulting Inc October 1995 - November 1996
Archdiocese of Dubuque July 1994 - October 1995
Skills
Strategic Planning, Information Technology, VoIP, IT Management, Disaster Recovery, Business Continuity, VMware, Process Improvement, Project Management, Windows Server, Integration, Vendor Management, Citrix, Virtual Desktop..., Leadership, Virtualization, Servers, Program Management, Active Directory, Storage, Telecommunications, Networking, IT Service Management, System Administration, Software Project..., SAN, Information Architecture, Server Architecture, Storage Architecture, Project Planning, Data Center, Storage Area Networks, Management, Security, IT Strategy, Cisco Technologies, Cloud Computing, Network Administration, VMware ESX, SharePoint, Network Security, IT Operations, Information Security, Enterprise Architecture, Troubleshooting
Education
University of Northern Iowa 1989 — 1994
BA
Jeff Smithmier Jeff Smithmier's RSM McGladrey Experience 2002 - 2004
Job C2FO Collaborative Cash Flow Optimization
Industry Financial Services
Experience
C2FO January 2013 - Present
Sporting Kansas City March 2010 - December 2012
Black & Gold Consulting 2007 - March 2010
Transact Technologies 2004 - 2006
RSM McGladrey 2002 - 2004
eScout LLC 2000 - 2002
Display America 1991 - 2000
Skills
Account Management, Business Development, Sales, Sales Management, Value Based Selling, Communication Skills, Needs Analysis, Consulting, Salesforce.com, Strategic Planning, New Business Development, Merchandising, Logistics, Supply Chain Management, Paper Converting, Leadership, Management, Sales Operations, CRM, Strategy, Sales Process, Cold Calling, Selling, Strategic Partnerships, Marketing
Education
University of Missouri-Columbia
Speech & Communication
Dale Carnegie Institute - St. Louis, MO
Professional Sales Course
C2FO January 2013 - Present
Sporting Kansas City March 2010 - December 2012
Black & Gold Consulting 2007 - March 2010
Transact Technologies 2004 - 2006
RSM McGladrey 2002 - 2004
eScout LLC 2000 - 2002
Display America 1991 - 2000
Skills
Account Management, Business Development, Sales, Sales Management, Value Based Selling, Communication Skills, Needs Analysis, Consulting, Salesforce.com, Strategic Planning, New Business Development, Merchandising, Logistics, Supply Chain Management, Paper Converting, Leadership, Management, Sales Operations, CRM, Strategy, Sales Process, Cold Calling, Selling, Strategic Partnerships, Marketing
Education
University of Missouri-Columbia
Speech & Communication
Dale Carnegie Institute - St. Louis, MO
Professional Sales Course
Brian Tisor's RSM McGladrey Experience August 2004 - July 2010
Job Account Executive at EMC
Industry Information Technology and Services
Experience
EMC July 2010 - Present
RSM McGladrey August 2004 - July 2010
The Members Group March 2003 - June 2004
PeopleSoft 2001 - 2003
ADC Telecommunications 1998 - 2001
Skills
Business Intelligence, Virtualization, CRM, New Business Development, Security, Storage, ERP, Solution Selling, Enterprise Software, Cloud Computing, Professional Services, Big Data, Management, Selling, Cold Calling
Education
University of Northern Iowa 1992 — 1995
Bachelors, Marketing
Mason City High School 1988 — 1991
EMC July 2010 - Present
RSM McGladrey August 2004 - July 2010
The Members Group March 2003 - June 2004
PeopleSoft 2001 - 2003
ADC Telecommunications 1998 - 2001
Skills
Business Intelligence, Virtualization, CRM, New Business Development, Security, Storage, ERP, Solution Selling, Enterprise Software, Cloud Computing, Professional Services, Big Data, Management, Selling, Cold Calling
Education
University of Northern Iowa 1992 — 1995
Bachelors, Marketing
Mason City High School 1988 — 1991
Danny Gardner, CPA Danny Gardner, CPA's RSM McGladrey Experience July 2009 - Present
Job Accounting Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo August 2015 - Present
RSM McGladrey July 2009 - Present
Time Warner Inc. April 2008 - November 2008
Grant Thornton May 2005 - April 2008
Cingular Wireless October 2003 - May 2005
Deloitte & Touche August 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, CPA, Auditing, Accounting, Process Improvement, Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Wells Fargo August 2015 - Present
RSM McGladrey July 2009 - Present
Time Warner Inc. April 2008 - November 2008
Grant Thornton May 2005 - April 2008
Cingular Wireless October 2003 - May 2005
Deloitte & Touche August 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, CPA, Auditing, Accounting, Process Improvement, Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Grey Vick Grey Vick's RSM McGladrey Experience January 2005 - January 2007
Job Owner at Waterway Outdoor, LLC
Industry Marketing and Advertising
Experience
Waterway Outdoor, LLC August 2007 - Present
Coastal NC Properties, LLC January 2006 - Present
Cape Fear Community College January 2006 - January 2008
RSM McGladrey January 2005 - January 2007
Skills
Advertising, Tax, Real Estate, Writing, Sales, Real Estate Development, Outdoor Advertising, Selling, Small Business, Marketing, Marketing Strategy, Social Networking, Social Media Marketing, Strategic Planning, Budgets, Customer Service
Education
University of North Carolina at Wilmington 2000 — 2005
Bachelors and Masters, Business - Accounting
Waterway Outdoor, LLC August 2007 - Present
Coastal NC Properties, LLC January 2006 - Present
Cape Fear Community College January 2006 - January 2008
RSM McGladrey January 2005 - January 2007
Skills
Advertising, Tax, Real Estate, Writing, Sales, Real Estate Development, Outdoor Advertising, Selling, Small Business, Marketing, Marketing Strategy, Social Networking, Social Media Marketing, Strategic Planning, Budgets, Customer Service
Education
University of North Carolina at Wilmington 2000 — 2005
Bachelors and Masters, Business - Accounting
Jim Stoltz, CPA, CIA, CFSA, CRCM, CRMA Jim Stoltz, CPA, CIA, CFSA, CRCM, CRMA's RSM McGladrey Experience January 2011 - May 2011
Job Company Commander / OIC
Industry Banking
Experience
US Navy Reserve September 2015 - Present
NHS Human Services August 2015 - Present
Agora Cyber Charter School 2011 - Present
GTM Risk Management LLC December 2014 - August 2015
US Navy Reserve November 2013 - August 2015
GTM Risk Management LLC May 2011 - December 2014
US Navy Reserve December 2011 - October 2013
RSM McGladrey January 2011 - May 2011
Delaware Investments, a member of the Macquarie Group June 2010 - December 2010
TD Bank June 2009 - May 2010
Skills
Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Accounting, Risk Assessment, Financial Reporting, Risk Management, Banking, Operational Risk..., Process Improvement, Credit, Financial Audits, Financial Services, Analysis, Finance, Assurance, CPA, Insurance, Due Diligence, Cash Management, Financial Risk, Operational Risk, Fraud, Financial Accounting, Financial Modeling, GAAP
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), 3.93
Villanova University 1996 — 2000
BSBA, Finance
US Navy Reserve September 2015 - Present
NHS Human Services August 2015 - Present
Agora Cyber Charter School 2011 - Present
GTM Risk Management LLC December 2014 - August 2015
US Navy Reserve November 2013 - August 2015
GTM Risk Management LLC May 2011 - December 2014
US Navy Reserve December 2011 - October 2013
RSM McGladrey January 2011 - May 2011
Delaware Investments, a member of the Macquarie Group June 2010 - December 2010
TD Bank June 2009 - May 2010
Skills
Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Accounting, Risk Assessment, Financial Reporting, Risk Management, Banking, Operational Risk..., Process Improvement, Credit, Financial Audits, Financial Services, Analysis, Finance, Assurance, CPA, Insurance, Due Diligence, Cash Management, Financial Risk, Operational Risk, Fraud, Financial Accounting, Financial Modeling, GAAP
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), 3.93
Villanova University 1996 — 2000
BSBA, Finance
Allison Antes Allison Antes's RSM McGladrey Experience March 2008 - January 2009
Job Workforce Strategist
Industry Civic & Social Organization
Experience
Cedar Rapids Metro Economic Alliance January 2014 - Present
Cedar Rapids Metro Economic Alliance November 2011 - Present
Horizons A Family Service Alliance January 2009 - December 2011
RSM McGladrey March 2008 - January 2009
United Way of East Central Iowa July 2002 - November 2007
Skills
Event Planning, Non-profits, Fundraising, Community Outreach, Project Management, Nonprofits, Volunteer Management, Organizational..., Community Development, Grant Writing, Public Relations, Marketing, Event Management, Strategic Communications, Strategic Planning, Media Relations, Social Media, Program Development, Public Speaking, Leadership, Annual Giving, Marketing Communications, Leadership Development, Economic Development, Board Development
Education
University of Northern Iowa 1996 — 1998
Cedar Rapids Metro Economic Alliance January 2014 - Present
Cedar Rapids Metro Economic Alliance November 2011 - Present
Horizons A Family Service Alliance January 2009 - December 2011
RSM McGladrey March 2008 - January 2009
United Way of East Central Iowa July 2002 - November 2007
Skills
Event Planning, Non-profits, Fundraising, Community Outreach, Project Management, Nonprofits, Volunteer Management, Organizational..., Community Development, Grant Writing, Public Relations, Marketing, Event Management, Strategic Communications, Strategic Planning, Media Relations, Social Media, Program Development, Public Speaking, Leadership, Annual Giving, Marketing Communications, Leadership Development, Economic Development, Board Development
Education
University of Northern Iowa 1996 — 1998
Doug Krukowski Doug Krukowski's RSM McGladrey Experience 1998 - 2000
Job COO at ICBM
Industry Banking
Experience
ICBM March 2004 - Present
Pinnacle Financial Strategies August 2002 - February 2004
Aurum Technology March 2000 - June 2002
RSM McGladrey 1998 - 2000
Travelers Express 1995 - 1998
Security National Bank-Durand, WI August 1988 - October 1995
Skills
Banking, Strategic Planning, Compliance, Risk Management, Problem Solving, Budgeting, Executive Management, Change Management, Sales Management, Financial Analysis, Team Building, Budgets, Process Improvement, Mergers & Acquisitions, Mortgage Lending, Credit, Finance, Credit Analysis, Loans, Sales, Commercial Banking, Vendor Management, Business Development, Business Strategy, Customer Service, Portfolio Management, Negotiation, Marketing, Management Consulting, Commercial Lending, Cash Management, Leadership, Project Management
Education
BAI School for Bank Administration 1989 — 1991
Community Banking Certificate, Banking and Financial Support Services
University of Minnesota-Twin Cities 1977 — 1981
Business Administration, Management and Operations
ICBM March 2004 - Present
Pinnacle Financial Strategies August 2002 - February 2004
Aurum Technology March 2000 - June 2002
RSM McGladrey 1998 - 2000
Travelers Express 1995 - 1998
Security National Bank-Durand, WI August 1988 - October 1995
Skills
Banking, Strategic Planning, Compliance, Risk Management, Problem Solving, Budgeting, Executive Management, Change Management, Sales Management, Financial Analysis, Team Building, Budgets, Process Improvement, Mergers & Acquisitions, Mortgage Lending, Credit, Finance, Credit Analysis, Loans, Sales, Commercial Banking, Vendor Management, Business Development, Business Strategy, Customer Service, Portfolio Management, Negotiation, Marketing, Management Consulting, Commercial Lending, Cash Management, Leadership, Project Management
Education
BAI School for Bank Administration 1989 — 1991
Community Banking Certificate, Banking and Financial Support Services
University of Minnesota-Twin Cities 1977 — 1981
Business Administration, Management and Operations
Ramil Cortez Ramil Cortez's RSM McGladrey Experience March 2011 - April 2012
Job Senior Manager, Business Process Assurance at Sensiba San Filippo LLP
Industry Accounting
Experience
Sensiba San Filippo LLP June 2014 - Present
Marcum LLP April 2012 - May 2014
RSM McGladrey March 2011 - April 2012
Sensiba San Filippo, LLP March 2008 - March 2011
Grant Thornton January 2006 - March 2008
Magnus Philippines June 2004 - November 2006
Workgroup Consulting 1992 - 2004
PriceWaterhouse 1988 - 1992
Skills
Sarbanes-Oxley, Internal Controls, SAP R/3, Risk Management, IT Risk Management, SSAE 16, Sarbanes-Oxley Act
Education
University of Santo Tomas 1984 — 1988
BS, Mathematics major in Actuarial Science
Sensiba San Filippo LLP June 2014 - Present
Marcum LLP April 2012 - May 2014
RSM McGladrey March 2011 - April 2012
Sensiba San Filippo, LLP March 2008 - March 2011
Grant Thornton January 2006 - March 2008
Magnus Philippines June 2004 - November 2006
Workgroup Consulting 1992 - 2004
PriceWaterhouse 1988 - 1992
Skills
Sarbanes-Oxley, Internal Controls, SAP R/3, Risk Management, IT Risk Management, SSAE 16, Sarbanes-Oxley Act
Education
University of Santo Tomas 1984 — 1988
BS, Mathematics major in Actuarial Science
Richard Krucher Richard Krucher's RSM McGladrey Experience January 2001 - July 2007
Job Tax Partner at Insero & Company CPAs, P.C.
Industry Accounting
Experience
St. John Fisher College January 2015 - Present
Insero & Company CPAs, P.C. January 2010 - Present
Ernst & Young July 2007 - May 2009
RSM McGladrey January 2001 - July 2007
The Bonadio Group 1988 - 1996
Skills
International Tax, Income Tax, Corporate Tax, FIN 48, Transfer Pricing, Canada, Conference Speaker...
Education
University of North Texas 1981 — 1983
M.S., Accounting
St. John Fisher College January 2015 - Present
Insero & Company CPAs, P.C. January 2010 - Present
Ernst & Young July 2007 - May 2009
RSM McGladrey January 2001 - July 2007
The Bonadio Group 1988 - 1996
Skills
International Tax, Income Tax, Corporate Tax, FIN 48, Transfer Pricing, Canada, Conference Speaker...
Education
University of North Texas 1981 — 1983
M.S., Accounting
Gregory Smyth Gregory Smyth's RSM McGladrey Experience April 2008 - January 2010
Job Independent Consultant at Concessio
Industry Management Consulting
Experience
Concessio March 2011 - Present
looking for new opportunities in Financial Analysis positions January 2010 - March 2011
RSM McGladrey April 2008 - January 2010
RSM McGladrey January 2007 - April 2008
Cognos June 1998 - December 2006
HedgeWare, Inc. October 1997 - June 1998
General Electric November 1990 - October 1997
General Electric July 1987 - November 1990
Skills
Financial Reporting, Finance Transformation, Business Intelligence, Cash Flow, Business Process..., Cognos, Accounting, Databases, Management, Business Analysis, Project Planning, Budgets, Business Planning, Consolidation, Requirements Gathering, Business Analytics, Sarbanes-Oxley Act, Business Process, Finance, Managerial Finance, Consolidated Reporting, Statutory Accounting, Statutory Compliances, Consolidated Financial..., ERP, Financial Analysis, Financial Modeling, Internal Audit, Auditing, Consulting, Internal Controls, Management Consulting
Education
University of Northern Colorado
Accounting
Concessio March 2011 - Present
looking for new opportunities in Financial Analysis positions January 2010 - March 2011
RSM McGladrey April 2008 - January 2010
RSM McGladrey January 2007 - April 2008
Cognos June 1998 - December 2006
HedgeWare, Inc. October 1997 - June 1998
General Electric November 1990 - October 1997
General Electric July 1987 - November 1990
Skills
Financial Reporting, Finance Transformation, Business Intelligence, Cash Flow, Business Process..., Cognos, Accounting, Databases, Management, Business Analysis, Project Planning, Budgets, Business Planning, Consolidation, Requirements Gathering, Business Analytics, Sarbanes-Oxley Act, Business Process, Finance, Managerial Finance, Consolidated Reporting, Statutory Accounting, Statutory Compliances, Consolidated Financial..., ERP, Financial Analysis, Financial Modeling, Internal Audit, Auditing, Consulting, Internal Controls, Management Consulting
Education
University of Northern Colorado
Accounting
Cheryl Rhew Cheryl Rhew's RSM McGladrey Experience September 1998 - April 2005
Job Tax Director at McGladrey
Industry Accounting
Experience
McGladrey, LLP November 2009 - Present
Cheryl L. Rhew, CPA, PLLC April 2005 - November 2009
RSM McGladrey September 1998 - April 2005
RSM McGladrey 1998 - 2005
Skills
Tax Accounting, Tax, Income Tax, Tax Research, Corporate Tax, Finance, Partnership Taxation, Financial Planners, GAAP, Small Business, International Tax, Tax Returns, Sarbanes-Oxley Act, Tax Advisory, Tax Preparation
Education
University of North Carolina at Wilmington 1991 — 1998
Masters of Science, Accountancy
McGladrey, LLP November 2009 - Present
Cheryl L. Rhew, CPA, PLLC April 2005 - November 2009
RSM McGladrey September 1998 - April 2005
RSM McGladrey 1998 - 2005
Skills
Tax Accounting, Tax, Income Tax, Tax Research, Corporate Tax, Finance, Partnership Taxation, Financial Planners, GAAP, Small Business, International Tax, Tax Returns, Sarbanes-Oxley Act, Tax Advisory, Tax Preparation
Education
University of North Carolina at Wilmington 1991 — 1998
Masters of Science, Accountancy
Chris Overturf Chris Overturf's RSM McGladrey Experience November 1999 - October 2008
Job Principal/Partner; CPA, CVA at LattaHarris LLP
Industry Accounting
Experience
LattaHarris LLP October 2008 - Present
RSM McGladrey November 1999 - October 2008
House, Nezerka & Froelich, LLP June 1997 - November 1999
Skills
Tax Preparation, Tax, Accounting, Small Business, CPA, Bookkeeping, Payroll, Business Valuation, Partnership Taxation, S Corporations
Education
University of Northern Iowa 1993 — 1997
BA, Accounting
LattaHarris LLP October 2008 - Present
RSM McGladrey November 1999 - October 2008
House, Nezerka & Froelich, LLP June 1997 - November 1999
Skills
Tax Preparation, Tax, Accounting, Small Business, CPA, Bookkeeping, Payroll, Business Valuation, Partnership Taxation, S Corporations
Education
University of Northern Iowa 1993 — 1997
BA, Accounting
James K. Carter James K. Carter's RSM McGladrey Experience August 2004 - March 2006
Job Financial Professional
Industry Accounting
Experience
James K. Carter CPA Consulting June 2006 - Present
Our Lady of Lourdes Catholic Church June 2014 - Present
Archdiocese of St. Louis August 2013 - July 2014
East Central College August 2009 - August 2013
E&C Business Advisors LLC January 2008 - January 2009
RSM McGladrey August 2004 - March 2006
Jefferson Wells International January 2004 - August 2004
Huttig Building Products January 2003 - January 2004
Insituform Technologies 2001 - 2003
Premcor 1999 - 2001
Skills
CPA, CIA, SOX, Internal Controls, Internal Audit, Mergers, SEC reporting, Fraud Investigations, SEC filings, Sarbanes-Oxley Act, Risk Management, Fraud, IT Audit, Mergers & Acquisitions, Auditing, Business Process..., Risk Assessment, General Ledger, Financial Reporting, Accounting, Managerial Finance, Analysis, Finance, GAAP, Financial Risk, Cost Accounting, Project Management, Process Improvement, ERP, Forecasting, Financial Analysis, QuickBooks, Financial Accounting, Due Diligence, Budgets, Financial Modeling, Tax, Banking, Cash Flow, Accounts Receivable, Business Process, Sarbanes-Oxley, Access, Accounts Payable, Nonprofits, Executive Management, Payroll, Management, Financial Audits, Cash Management
Education
University of Missouri-Columbia, College of Business 1987 — 1990
M.S., Accountancy
University of Missouri-Rolla 1980 — 1985
B.S., Petroleum Engineering
Union High School, Union, Missouri 1976 — 1982
College Prep
Beaufort Elementary School 1967 — 1973
James K. Carter CPA Consulting June 2006 - Present
Our Lady of Lourdes Catholic Church June 2014 - Present
Archdiocese of St. Louis August 2013 - July 2014
East Central College August 2009 - August 2013
E&C Business Advisors LLC January 2008 - January 2009
RSM McGladrey August 2004 - March 2006
Jefferson Wells International January 2004 - August 2004
Huttig Building Products January 2003 - January 2004
Insituform Technologies 2001 - 2003
Premcor 1999 - 2001
Skills
CPA, CIA, SOX, Internal Controls, Internal Audit, Mergers, SEC reporting, Fraud Investigations, SEC filings, Sarbanes-Oxley Act, Risk Management, Fraud, IT Audit, Mergers & Acquisitions, Auditing, Business Process..., Risk Assessment, General Ledger, Financial Reporting, Accounting, Managerial Finance, Analysis, Finance, GAAP, Financial Risk, Cost Accounting, Project Management, Process Improvement, ERP, Forecasting, Financial Analysis, QuickBooks, Financial Accounting, Due Diligence, Budgets, Financial Modeling, Tax, Banking, Cash Flow, Accounts Receivable, Business Process, Sarbanes-Oxley, Access, Accounts Payable, Nonprofits, Executive Management, Payroll, Management, Financial Audits, Cash Management
Education
University of Missouri-Columbia, College of Business 1987 — 1990
M.S., Accountancy
University of Missouri-Rolla 1980 — 1985
B.S., Petroleum Engineering
Union High School, Union, Missouri 1976 — 1982
College Prep
Beaufort Elementary School 1967 — 1973
Karen Gray, CPA, MTax Karen Gray, CPA, MTax's RSM McGladrey Experience 2004 - 2006
Job Senior Manager at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP 2006 - Present
RSM McGladrey 2004 - 2006
Dixon Hughes, PLLC 2003 - 2004
Carol L King & Associates, PA 2002 - 2003
Hughes, Hughes & Co, PA 2000 - 2002
Davenport, Marvin, Joyce & Co., LLP 1989 - 2000
Skills
Tax, Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Research, Auditing, S Corporations, Partnership Taxation, Tax Accounting, General Ledger, Financial Accounting, QuickBooks, CPA, Tax Returns
Education
Virginia Commonwealth University - School of Business 2008 — 2010
Master of Taxation, Taxation
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor of Science (BS), Business Administration/Accounting
Dixon Hughes Goodman LLP 2006 - Present
RSM McGladrey 2004 - 2006
Dixon Hughes, PLLC 2003 - 2004
Carol L King & Associates, PA 2002 - 2003
Hughes, Hughes & Co, PA 2000 - 2002
Davenport, Marvin, Joyce & Co., LLP 1989 - 2000
Skills
Tax, Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Research, Auditing, S Corporations, Partnership Taxation, Tax Accounting, General Ledger, Financial Accounting, QuickBooks, CPA, Tax Returns
Education
Virginia Commonwealth University - School of Business 2008 — 2010
Master of Taxation, Taxation
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor of Science (BS), Business Administration/Accounting
JB Overstreet JB Overstreet's RSM McGladrey Experience January 2000 - October 2010
Job Partner, MCSA Silver Lining, LLC
Industry Information Technology and Services
Experience
Silver Lining, LLC October 2010 - Present
RSM McGladrey January 2000 - October 2010
IBM Global Business Services April 1997 - January 2000
McGladrey & Pullen March 1994 - March 1997
Skills
Cloud Computing, Hosting Services, Managed Services, Data Center, Servers, Management, Strategy, Enterprise Software, Sales, Business Development, Business Intelligence, Professional Services, SaaS, Leadership, Networking, Web Applications, Business Process..., Information Technology, Microsoft Exchange, Change Management, Consulting
Education
University of North Texas 1984 — 1986
Fine Arts / Communications
Silver Lining, LLC October 2010 - Present
RSM McGladrey January 2000 - October 2010
IBM Global Business Services April 1997 - January 2000
McGladrey & Pullen March 1994 - March 1997
Skills
Cloud Computing, Hosting Services, Managed Services, Data Center, Servers, Management, Strategy, Enterprise Software, Sales, Business Development, Business Intelligence, Professional Services, SaaS, Leadership, Networking, Web Applications, Business Process..., Information Technology, Microsoft Exchange, Change Management, Consulting
Education
University of North Texas 1984 — 1986
Fine Arts / Communications
Clyde Brogdon Clyde Brogdon's RSM McGladrey Experience November 2005 - March 2006
Job Planning and Analysis Professional
Industry Financial Services
Experience
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
Heather Hutzel Heather Hutzel's RSM McGladrey Experience 1998 - 2007
Job Sr. User Services Consultant at DuPont Pioneer
Industry Information Technology and Services
Experience
DuPont Pioneer May 2014 - Present
DuPont Pioneer April 2012 - May 2014
Broken Arrow Wear April 2010 - April 2012
Pioneer 2007 - 2010
RSM McGladrey 1998 - 2007
Skills
SEO, Project Management, Microsoft Office 2007, Windows 7, Windows XP Professional, Windows Server 2008, End User Support, End User Training, Excel, Outlook, Word, Troubleshooting Hardware, Computer Setup, Lotus Notes, Software Training, Applications Support, Mobile Devices, SEM, Search Engine..., Web Analytics, Google Webmaster Tools, Bing, Yahoo Search Marketing, Microsoft Office 2003, Problem Solving, Technical Support, Troubleshooting, Microsoft Word, System Administration, Training, Analysis, Windows Server, Microsoft Excel
Education
University of Northern Iowa 1994 — 1997
B.A., Business, Human Resources
DuPont Pioneer May 2014 - Present
DuPont Pioneer April 2012 - May 2014
Broken Arrow Wear April 2010 - April 2012
Pioneer 2007 - 2010
RSM McGladrey 1998 - 2007
Skills
SEO, Project Management, Microsoft Office 2007, Windows 7, Windows XP Professional, Windows Server 2008, End User Support, End User Training, Excel, Outlook, Word, Troubleshooting Hardware, Computer Setup, Lotus Notes, Software Training, Applications Support, Mobile Devices, SEM, Search Engine..., Web Analytics, Google Webmaster Tools, Bing, Yahoo Search Marketing, Microsoft Office 2003, Problem Solving, Technical Support, Troubleshooting, Microsoft Word, System Administration, Training, Analysis, Windows Server, Microsoft Excel
Education
University of Northern Iowa 1994 — 1997
B.A., Business, Human Resources
Curtis Best Curtis Best's RSM McGladrey Experience September 2005 - September 2011
Job International Tax Partner
Industry Accounting
Experience
McGladrey October 2011 - Present
RSMi 2005 - 2013
RSM McGladrey September 2005 - September 2011
Skills
International Tax, Tax, Transfer Pricing, Structuring, International Tax..., Financial Structuring, Tax Advisory, Corporate Tax, Mergers & Acquisitions, Tax Law, Tax Accounting, Income Tax, VAT, Tax Research, Financial Planners, Mergers, Partnership Taxation, CPA, FIN 48, US Tax
Education
University of South Carolina - The Moore School of Business 1991 — 1992
MTAX, Taxation
McGladrey October 2011 - Present
RSMi 2005 - 2013
RSM McGladrey September 2005 - September 2011
Skills
International Tax, Tax, Transfer Pricing, Structuring, International Tax..., Financial Structuring, Tax Advisory, Corporate Tax, Mergers & Acquisitions, Tax Law, Tax Accounting, Income Tax, VAT, Tax Research, Financial Planners, Mergers, Partnership Taxation, CPA, FIN 48, US Tax
Education
University of South Carolina - The Moore School of Business 1991 — 1992
MTAX, Taxation
Tom Kribben Tom Kribben's RSM McGladrey Experience November 2005 - September 2007
Job Director of Career Services at University of Southern California
Industry Staffing and Recruiting
Experience
University of Southern California March 2009 - Present
PricewaterhouseCoopers LLP April 2008 - December 2008
RSM McGladrey November 2005 - September 2007
Ernst & Young November 2002 - November 2005
Arthur Andersen LLP September 1996 - July 2002
Education
University of Missouri-Saint Louis 1994 — 1996
University of Southern California March 2009 - Present
PricewaterhouseCoopers LLP April 2008 - December 2008
RSM McGladrey November 2005 - September 2007
Ernst & Young November 2002 - November 2005
Arthur Andersen LLP September 1996 - July 2002
Education
University of Missouri-Saint Louis 1994 — 1996
Tommy Joyner Tommy Joyner's RSM McGladrey Experience November 2007 - October 2009
Job Manager, State and Local Tax at PwC
Industry Accounting
Experience
PwC January 2014 - Present
McGladrey October 2009 - December 2013
RSM McGladrey November 2007 - October 2009
PAETEC August 2005 - November 2007
North Carolina Department of Revenue August 2001 - August 2005
Skills
Sales Tax, Sales, Account Reconciliation, Tax Research, General Ledger, Accounting, Journal Entries, Multi-State Sales Tax, VAT, Tax Returns, Vertex, Tax Law, Tax, Auditing, Income Tax
Education
University of North Carolina at Wilmington 1997 — 2000
Bachelor of Science, Accountancy
IPT
PwC January 2014 - Present
McGladrey October 2009 - December 2013
RSM McGladrey November 2007 - October 2009
PAETEC August 2005 - November 2007
North Carolina Department of Revenue August 2001 - August 2005
Skills
Sales Tax, Sales, Account Reconciliation, Tax Research, General Ledger, Accounting, Journal Entries, Multi-State Sales Tax, VAT, Tax Returns, Vertex, Tax Law, Tax, Auditing, Income Tax
Education
University of North Carolina at Wilmington 1997 — 2000
Bachelor of Science, Accountancy
IPT
Rachelle Gowins Rachelle Gowins's RSM McGladrey Experience 2006 - 2009
Job Supervisor of Financial Examinations
Industry Insurance
Experience
Examination Resources, Inc December 2009 - Present
RSM McGladrey 2006 - 2009
Skills
Insurance, Auditing, Enterprise Risk...
Education
University of North Texas 1996 — 2000
Bachelors, Finance
Examination Resources, Inc December 2009 - Present
RSM McGladrey 2006 - 2009
Skills
Insurance, Auditing, Enterprise Risk...
Education
University of North Texas 1996 — 2000
Bachelors, Finance
Rebecca J Peikes Rebecca J Peikes's RSM McGladrey Experience December 2008 - Present
Job Managing Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey December 2008 - Present
Gazer Kohn Maher & Company LLP January 1986 - November 2008
Klaiman Bush Hirschhorn & Company 1981 - 1985
Arthur Young & Company 1977 - 1981
Education
Villanova University
MS Taxation, Taxation
University of Pennsylvania - The Wharton School 1973 — 1977
B S in Economics, Accounting, Finance
Germantown Academy
RSM McGladrey December 2008 - Present
Gazer Kohn Maher & Company LLP January 1986 - November 2008
Klaiman Bush Hirschhorn & Company 1981 - 1985
Arthur Young & Company 1977 - 1981
Education
Villanova University
MS Taxation, Taxation
University of Pennsylvania - The Wharton School 1973 — 1977
B S in Economics, Accounting, Finance
Germantown Academy
Devon Dziedzic (Long) Devon Dziedzic (Long)'s RSM McGladrey Experience September 2009 - March 2012
Job Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP April 2012 - Present
RSM McGladrey September 2009 - March 2012
Booz and Company 2006 - 2009
TRC Professional Solutions 2005 - 2006
Education
University of South Florida 1998 — 2003
Finance, Finance and Accounting
Grant Thornton LLP April 2012 - Present
RSM McGladrey September 2009 - March 2012
Booz and Company 2006 - 2009
TRC Professional Solutions 2005 - 2006
Education
University of South Florida 1998 — 2003
Finance, Finance and Accounting
Jason Hauschild Jason Hauschild's RSM McGladrey Experience January 1998 - January 2003
Job President at World Class Graphics & Displays
Industry Marketing and Advertising
Experience
World Class Displays January 2003 - Present
MobileDemand 2008 - November 2014
RSM McGladrey January 1998 - January 2003
De La Rue March 1997 - January 1998
Clifton Gunderson LLP July 1994 - March 1997
Education
University of Northern Iowa 1990 — 1994
Kennedy High School 1987 — 1990
World Class Displays January 2003 - Present
MobileDemand 2008 - November 2014
RSM McGladrey January 1998 - January 2003
De La Rue March 1997 - January 1998
Clifton Gunderson LLP July 1994 - March 1997
Education
University of Northern Iowa 1990 — 1994
Kennedy High School 1987 — 1990
Mark Sullivan, MA, SPHR Mark Sullivan, MA, SPHR's RSM McGladrey Experience July 2004 - August 2005
Job
Industry Transportation/Trucking/Railroad
Experience
ADC Telecommunications, Inc. is now Tyco Electronics Ltd. May 2007 - March 2011
Stanton Group (A Pohlad Company) August 2005 - May 2007
RSM McGladrey July 2004 - August 2005
Course Charters, LLC September 2001 - July 2004
Sullivan Consulting Group, LLC April 2001 - July 2004
NCS Pearson September 2000 - April 2001
National Computer Systems, Inc. November 1989 - September 2000
Honeywell International February 1977 - November 1989
Skills
Human Resources, Employee Benefits, Executive Pay, Incentive Programs, Sales Compensation, Acquisition Integration, Mergers, Organizational Design, Workforce Planning, Change Management, Deferred Compensation, Talent Management, Succession Planning, Performance Management, HRIS, Employee Engagement, Process Improvement, Talent Acquisition, Vendor Management, Employee Relations, Manufacturing, Professional Services, Telecommunications, Defense, Aerospace
Education
University of Minnesota-Twin Cities
MA
ADC Telecommunications, Inc. is now Tyco Electronics Ltd. May 2007 - March 2011
Stanton Group (A Pohlad Company) August 2005 - May 2007
RSM McGladrey July 2004 - August 2005
Course Charters, LLC September 2001 - July 2004
Sullivan Consulting Group, LLC April 2001 - July 2004
NCS Pearson September 2000 - April 2001
National Computer Systems, Inc. November 1989 - September 2000
Honeywell International February 1977 - November 1989
Skills
Human Resources, Employee Benefits, Executive Pay, Incentive Programs, Sales Compensation, Acquisition Integration, Mergers, Organizational Design, Workforce Planning, Change Management, Deferred Compensation, Talent Management, Succession Planning, Performance Management, HRIS, Employee Engagement, Process Improvement, Talent Acquisition, Vendor Management, Employee Relations, Manufacturing, Professional Services, Telecommunications, Defense, Aerospace
Education
University of Minnesota-Twin Cities
MA
Robert Mulcahy Robert Mulcahy's RSM McGladrey Experience July 2006 - October 2010
Job Director of Learning at McGladrey
Industry E-Learning
Experience
McGladrey May 2015 - Present
McGladrey, LLP October 2010 - April 2015
Forius Business Credit Resources 2005 - 2011
RSM McGladrey July 2006 - October 2010
PLATO Learning March 1995 - July 2006
Skills
Instructional Design, Simulations, Measurements, Blended Learning, E-Learning, Needs Analysis, ADDIE, Distance Learning, Adult Education, Instructor-led Training, Instructional Technology, Educational Technology, Organizational Learning, Staff Development, Training, Leadership, Classroom, Training Delivery
Education
University of Minnesota-Twin Cities 2002 — 2010
Ph.D., Curriculum and Instruction, Learning Technologies
University of Minnesota-Twin Cities 1989 — 1994
BA, English
McGladrey May 2015 - Present
McGladrey, LLP October 2010 - April 2015
Forius Business Credit Resources 2005 - 2011
RSM McGladrey July 2006 - October 2010
PLATO Learning March 1995 - July 2006
Skills
Instructional Design, Simulations, Measurements, Blended Learning, E-Learning, Needs Analysis, ADDIE, Distance Learning, Adult Education, Instructor-led Training, Instructional Technology, Educational Technology, Organizational Learning, Staff Development, Training, Leadership, Classroom, Training Delivery
Education
University of Minnesota-Twin Cities 2002 — 2010
Ph.D., Curriculum and Instruction, Learning Technologies
University of Minnesota-Twin Cities 1989 — 1994
BA, English
Megan Wright, PHR Megan Wright, PHR's RSM McGladrey Experience July 2010 - May 2011
Job Director of Recruiting at Elliott Davis Decosimo
Industry Human Resources
Experience
Elliott Davis Decosimo January 2015 - Present
Elliott Davis Decosimo July 2014 - Present
Elliott Davis Decosimo August 2011 - July 2014
RSM McGladrey July 2010 - May 2011
RSM McGladrey July 2008 - July 2010
McGladrey & Pullen August 2006 - July 2008
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Human Resources, Applicant Tracking..., Orientation Programs
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
MAC, Accounting
University of South Carolina - Darla Moore School of Business 2001 — 2005
BS, Business-Marketing
Elliott Davis Decosimo January 2015 - Present
Elliott Davis Decosimo July 2014 - Present
Elliott Davis Decosimo August 2011 - July 2014
RSM McGladrey July 2010 - May 2011
RSM McGladrey July 2008 - July 2010
McGladrey & Pullen August 2006 - July 2008
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Human Resources, Applicant Tracking..., Orientation Programs
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
MAC, Accounting
University of South Carolina - Darla Moore School of Business 2001 — 2005
BS, Business-Marketing
Suzanne Shields's RSM McGladrey Experience September 2008 - October 2011
Job National Nonprofit Industry Marketing Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2008 - Present
RSM McGladrey September 2008 - October 2011
MJM Investigations Inc. June 2001 - September 2008
Skills
CRM, Microsoft Excel, Marketing Strategy, Marketing, PowerPoint, Sales, Program Management, Lead Generation, Management, Leadership, Finance, Marketing Communications, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BSBA, Business Administration
University of North Carolina at Chapel Hill
McGladrey LLP September 2008 - Present
RSM McGladrey September 2008 - October 2011
MJM Investigations Inc. June 2001 - September 2008
Skills
CRM, Microsoft Excel, Marketing Strategy, Marketing, PowerPoint, Sales, Program Management, Lead Generation, Management, Leadership, Finance, Marketing Communications, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BSBA, Business Administration
University of North Carolina at Chapel Hill
Greg W. Isley Greg W. Isley's RSM McGladrey Experience February 1999 - December 2009
Job President at Greg W. Isley, CPA, PA
Industry Accounting
Experience
Greg W. Isley, CPA, PA January 2012 - Present
Elliott Davis 2010 - 2011
RSM McGladrey February 1999 - December 2009
McGladrey & Pullen, LLP July 1992 - December 2009
McGladrey & Pullen, LLP July 1987 - July 1992
McGladrey & Pullen, LLP July 1990 - June 1992
McGladrey & Pullen, LLP November 1983 - July 1987
Blue Cross and Blue Shield of North Carolina June 1983 - November 1984
Peat, Marwick, Mitchell & Co May 1981 - June 1983
Skills
Manufacturing, Accounting, Tax Research, Tax, Corporate Tax, Auditing, Healthcare, Distributors, Audits of Employee..., Entrepreneurial..., Federal Government..., Business Strategy, Construction Accounting, Financial Reporting, Finance, Strategy, Business Development, GAAP, SEC filings, Forensic Accounting, Tax Accounting, Tax Preparation, Partnership Taxation, Income Tax, CPA, Tax Returns, US GAAP, Financial Statements, Internal Controls, S Corporations, Financial Accounting, Business Valuation, Sarbanes-Oxley Act, Assurance, General Ledger, Fixed Assets, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago 2000 — 2002
Certificate of Completion, Business Advisor
University of North Carolina at Greensboro 1977 — 1981
BS, Accounting
Reidsville Senior High 1974 — 1977
Greg W. Isley, CPA, PA January 2012 - Present
Elliott Davis 2010 - 2011
RSM McGladrey February 1999 - December 2009
McGladrey & Pullen, LLP July 1992 - December 2009
McGladrey & Pullen, LLP July 1987 - July 1992
McGladrey & Pullen, LLP July 1990 - June 1992
McGladrey & Pullen, LLP November 1983 - July 1987
Blue Cross and Blue Shield of North Carolina June 1983 - November 1984
Peat, Marwick, Mitchell & Co May 1981 - June 1983
Skills
Manufacturing, Accounting, Tax Research, Tax, Corporate Tax, Auditing, Healthcare, Distributors, Audits of Employee..., Entrepreneurial..., Federal Government..., Business Strategy, Construction Accounting, Financial Reporting, Finance, Strategy, Business Development, GAAP, SEC filings, Forensic Accounting, Tax Accounting, Tax Preparation, Partnership Taxation, Income Tax, CPA, Tax Returns, US GAAP, Financial Statements, Internal Controls, S Corporations, Financial Accounting, Business Valuation, Sarbanes-Oxley Act, Assurance, General Ledger, Fixed Assets, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago 2000 — 2002
Certificate of Completion, Business Advisor
University of North Carolina at Greensboro 1977 — 1981
BS, Accounting
Reidsville Senior High 1974 — 1977
Rich Tarnopolski Rich Tarnopolski's RSM McGladrey Experience 1988 - 2005
Job CFO at The Jet Companies, Inc.
Industry Financial Services
Experience
The Jet Companies, Inc. June 2009 - Present
Tostitos Fiesta Bowl and Buffalo Wild Wings Bowl 2003 - Present
Sunrise Carpentry, Inc. 2005 - 2012
Rich Business Solutions 2008 - June 2010
McGladrey & Pullen 1988 - 2005
RSM McGladrey 1988 - 2005
Skills
Business Process..., Job Costing, Accounting, Strategic Planning, Financial Accounting, Budgets, Financial Reporting, Due Diligence, Business Planning, Leadership, Contract Negotiation, Auditing, Tax, Finance, Consulting, Financial Analysis, GAAP, Strategic Financial..., Mergers & Acquisitions, Mergers, Managerial Finance, Small Business, Internal Controls, Business Strategy, CPA
Education
University of Nebraska-Lincoln 1983 — 1987
B.S., Business Administration - Accounting
Millard South High School 1979 — 1983
The Jet Companies, Inc. June 2009 - Present
Tostitos Fiesta Bowl and Buffalo Wild Wings Bowl 2003 - Present
Sunrise Carpentry, Inc. 2005 - 2012
Rich Business Solutions 2008 - June 2010
McGladrey & Pullen 1988 - 2005
RSM McGladrey 1988 - 2005
Skills
Business Process..., Job Costing, Accounting, Strategic Planning, Financial Accounting, Budgets, Financial Reporting, Due Diligence, Business Planning, Leadership, Contract Negotiation, Auditing, Tax, Finance, Consulting, Financial Analysis, GAAP, Strategic Financial..., Mergers & Acquisitions, Mergers, Managerial Finance, Small Business, Internal Controls, Business Strategy, CPA
Education
University of Nebraska-Lincoln 1983 — 1987
B.S., Business Administration - Accounting
Millard South High School 1979 — 1983
Jarod Leggett Jarod Leggett's RSM McGladrey Experience June 2008 - Present
Job Tax Associate at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey June 2008 - Present
University of North Carolina Wilmington September 2007 - June 2008
RSM McGladrey January 2007 - August 2007
NC State Ports Authority August 2006 - December 2006
Education
University of North Carolina at Wilmington 2007 — 2008
Masters of Science in Accountancy, Accounting
University of North Carolina at Wilmington 2005 — 2006
BS, Accounting
RSM McGladrey June 2008 - Present
University of North Carolina Wilmington September 2007 - June 2008
RSM McGladrey January 2007 - August 2007
NC State Ports Authority August 2006 - December 2006
Education
University of North Carolina at Wilmington 2007 — 2008
Masters of Science in Accountancy, Accounting
University of North Carolina at Wilmington 2005 — 2006
BS, Accounting
Titanilla Bandeira's RSM McGladrey Experience August 2000 - September 2001
Job Manager, FP&A (MBA, Six Sigma)
Industry Consumer Services
Experience
Cubic - Transportation (NYSE: CUB) August 2014 - Present
AT&T ( Cricket Prepaid Division) - Telecom (NYSE: T) July 2010 - July 2014
Thermo Fischer Scientific (formerly Life Technologies) - Biotech (NYSE: TMO) July 2007 - June 2010
Jack in the Box - Retail (Nasdaq: JACK) June 2003 - June 2007
RSM McGladrey August 2000 - September 2001
Permanent Value Inc. May 2000 - September 2001
Skills
Financial Reporting, Forecasting, Budgeting, Analysis, Variance Analysis, Financial Modeling, Financial Analysis, Process Improvement, Financial Planning, Business Process..., Data Analysis, Business Planning, Excel, Cash Management, Operations Management, Hyperion, Business Analysis, Financial Management, Mergers, P&L, Planning, Business Intelligence, Microsoft Office, Cost Accounting, Corporate Finance, Cognos, General Ledger, Six Sigma, ERP, Contract Negotiation, Inventory Management, Strategic Financial..., Hyperion Enterprise, Budgets, Project Planning, Management, Project Management, Income Statement, Demand Planning, Supply Chain Management, Financial Forecasting, Strategy, Finance, Cross-functional Team..., Accounting, Business Strategy, Business Development, Microsoft Excel, Mergers & Acquisitions
Education
University of San Diego 1998 — 2000
MBA, Finance, 3.5
University of Nevada-Las Vegas 1996 — 1997
Bachelor of Business Administration (BBA), Hospitality Administration/Management, 3.6
Caesar Ritz, International School of Hospitality Administration 1993 — 1995
Bachelor of Arts (BA), Hospitality Administration/Management
Jurishich Miklos Gimnazium - Hungary
High School
Kastl Gymnasium
High School
Cubic - Transportation (NYSE: CUB) August 2014 - Present
AT&T ( Cricket Prepaid Division) - Telecom (NYSE: T) July 2010 - July 2014
Thermo Fischer Scientific (formerly Life Technologies) - Biotech (NYSE: TMO) July 2007 - June 2010
Jack in the Box - Retail (Nasdaq: JACK) June 2003 - June 2007
RSM McGladrey August 2000 - September 2001
Permanent Value Inc. May 2000 - September 2001
Skills
Financial Reporting, Forecasting, Budgeting, Analysis, Variance Analysis, Financial Modeling, Financial Analysis, Process Improvement, Financial Planning, Business Process..., Data Analysis, Business Planning, Excel, Cash Management, Operations Management, Hyperion, Business Analysis, Financial Management, Mergers, P&L, Planning, Business Intelligence, Microsoft Office, Cost Accounting, Corporate Finance, Cognos, General Ledger, Six Sigma, ERP, Contract Negotiation, Inventory Management, Strategic Financial..., Hyperion Enterprise, Budgets, Project Planning, Management, Project Management, Income Statement, Demand Planning, Supply Chain Management, Financial Forecasting, Strategy, Finance, Cross-functional Team..., Accounting, Business Strategy, Business Development, Microsoft Excel, Mergers & Acquisitions
Education
University of San Diego 1998 — 2000
MBA, Finance, 3.5
University of Nevada-Las Vegas 1996 — 1997
Bachelor of Business Administration (BBA), Hospitality Administration/Management, 3.6
Caesar Ritz, International School of Hospitality Administration 1993 — 1995
Bachelor of Arts (BA), Hospitality Administration/Management
Jurishich Miklos Gimnazium - Hungary
High School
Kastl Gymnasium
High School
Ryan Hanley's RSM McGladrey Experience September 2005 - November 2007
Job Author | Speaker | Podcaster | Head of Marketing at TrustedChoice.com
Industry Marketing and Advertising
Experience
TrustedChoice.com (Consumer Agent Portal, LLC) February 2015 - Present
TrustedChoice.com August 2014 - February 2015
Hanley Media Lab July 2014 - August 2014
The Murray Group Insurance Services, Inc May 2008 - June 2014
American Heart Association November 2011 - January 2014
Capital Alliance of Young Professionals May 2009 - July 2012
BNI - Crossroads Connections September 2009 - March 2010
American Express Business Travel November 2007 - May 2008
RSM McGladrey September 2005 - November 2007
Skills
Property & Casualty..., Commercial Insurance, Social Media Marketing, Building Relationships, Marketing, Insurance, Health Insurance, Social Media, Sales, Blogging, Entrepreneurship, Public Speaking, New Business Development, Employee Benefits, Leadership, Non-profits, Email Marketing, Podcasting, Digital Marketing, Marketing Strategy, Content Marketing, Social Networking, Facebook, Team Building, Sales Process, SEO, Time Management, Online Marketing, Analysis, Program Management, Strategy, Small Business, Lead Generation, Strategic Planning, Marketing Communications, Start-ups, Google+, Management, Customer Service, Training
Education
University of Rochester 1999 — 2003
BA, Mathematics
TrustedChoice.com (Consumer Agent Portal, LLC) February 2015 - Present
TrustedChoice.com August 2014 - February 2015
Hanley Media Lab July 2014 - August 2014
The Murray Group Insurance Services, Inc May 2008 - June 2014
American Heart Association November 2011 - January 2014
Capital Alliance of Young Professionals May 2009 - July 2012
BNI - Crossroads Connections September 2009 - March 2010
American Express Business Travel November 2007 - May 2008
RSM McGladrey September 2005 - November 2007
Skills
Property & Casualty..., Commercial Insurance, Social Media Marketing, Building Relationships, Marketing, Insurance, Health Insurance, Social Media, Sales, Blogging, Entrepreneurship, Public Speaking, New Business Development, Employee Benefits, Leadership, Non-profits, Email Marketing, Podcasting, Digital Marketing, Marketing Strategy, Content Marketing, Social Networking, Facebook, Team Building, Sales Process, SEO, Time Management, Online Marketing, Analysis, Program Management, Strategy, Small Business, Lead Generation, Strategic Planning, Marketing Communications, Start-ups, Google+, Management, Customer Service, Training
Education
University of Rochester 1999 — 2003
BA, Mathematics
Christianne Flauta's RSM McGladrey Experience October 2001 - September 2003
Job Executive Assistant at U.S. Silica Company
Industry Public Relations and Communications
Experience
U.S. Silica Company April 2012 - Present
Edelman March 2010 - April 2012
KPMG September 2003 - March 2010
RSM McGladrey October 2001 - September 2003
West Suburban Medical Center March 1995 - October 2002
Takaki Close and Associates, Ltd November 2000 - October 2001
Charles Wm. Foster and Associates, Ltd. April 1999 - November 2000
Skills
Microsoft Office, Event Management, Tax Preparation, Accounting, PowerPoint, Administrative Support, Travel Management, Administrative..., Management, Organization &..., Outstanding time..., Event Planning, Training, Human Resources, Outlook, Analysis, Time Management, Microsoft Word, Administrative..., Leadership, Microsoft Excel
Education
University of Phoenix 2004 — 2008
Bachelors of Science, Accounting
Lane Tech High School 1991 — 1995
U.S. Silica Company April 2012 - Present
Edelman March 2010 - April 2012
KPMG September 2003 - March 2010
RSM McGladrey October 2001 - September 2003
West Suburban Medical Center March 1995 - October 2002
Takaki Close and Associates, Ltd November 2000 - October 2001
Charles Wm. Foster and Associates, Ltd. April 1999 - November 2000
Skills
Microsoft Office, Event Management, Tax Preparation, Accounting, PowerPoint, Administrative Support, Travel Management, Administrative..., Management, Organization &..., Outstanding time..., Event Planning, Training, Human Resources, Outlook, Analysis, Time Management, Microsoft Word, Administrative..., Leadership, Microsoft Excel
Education
University of Phoenix 2004 — 2008
Bachelors of Science, Accounting
Lane Tech High School 1991 — 1995
Chris Holtmeier Chris Holtmeier's RSM McGladrey Experience June 1999 - March 2000
Job Senior Technology Leader Software Development
Industry Information Technology and Services
Experience
Target October 2001 - August 2015
Perfect Access Speer March 2000 - September 2001
RSM McGladrey June 1999 - March 2000
Eden Prairie Public Schools 1993 - June 1999
Skills
Cross-functional Team..., Team Leadership, Management, Process Improvement, Project Portfolio..., Program Management, Software Project..., Project Management, IT Strategy, Vendor Management, SDLC, Business Process..., Leadership, Strategic Planning, Retail, Agile Methodologies, Software Development, Information Technology, Retail Technology
Education
University of Minnesota-Twin Cities 1990 — 1991
B.S., Elementary Education
University of Minnesota-Twin Cities 1985 — 1989
B.A., Political Science
Target October 2001 - August 2015
Perfect Access Speer March 2000 - September 2001
RSM McGladrey June 1999 - March 2000
Eden Prairie Public Schools 1993 - June 1999
Skills
Cross-functional Team..., Team Leadership, Management, Process Improvement, Project Portfolio..., Program Management, Software Project..., Project Management, IT Strategy, Vendor Management, SDLC, Business Process..., Leadership, Strategic Planning, Retail, Agile Methodologies, Software Development, Information Technology, Retail Technology
Education
University of Minnesota-Twin Cities 1990 — 1991
B.S., Elementary Education
University of Minnesota-Twin Cities 1985 — 1989
B.A., Political Science
Michelle Downs, MS, MFT Intern Michelle Downs, MS, MFT Intern's RSM McGladrey Experience 2004 - 2005
Job Marriage & Family Therapist Intern, Catholic Charities of San Bernardino and Riverside Counties
Industry Education Management
Experience
Catholic Charities San Bernardino & Riverside Counties June 2013 - Present
Catholic Charities of San Bernardino and Riverside August 2012 - Present
University of California, Riverside October 2007 - June 2013
K. Hovnanian Homes 2005 - 2007
RSM McGladrey 2004 - 2005
Skills
Office Management, Administrative..., Outlook, Microsoft Publisher, PowerPoint, Microsoft Word, Microsoft Excel, Cognitive Psychology, REBT, Counseling Psychology, Data Entry, Microsoft Office, Community Outreach, Financial Reporting, Event Planning, Financial Analysis, SharePoint, Facilities Management, Public Speaking, Mental Health Counseling, Motivational..., Psychotherapy, Clinical Psychology, Higher Education, CBT, Nonprofits, Individual Counselling
Education
California Baptist University 2010 — 2013
Master of Science (M.S.), Counseling Psychology
University of Phoenix 2006 — 2009
B.S., Business Management
Catholic Charities San Bernardino & Riverside Counties June 2013 - Present
Catholic Charities of San Bernardino and Riverside August 2012 - Present
University of California, Riverside October 2007 - June 2013
K. Hovnanian Homes 2005 - 2007
RSM McGladrey 2004 - 2005
Skills
Office Management, Administrative..., Outlook, Microsoft Publisher, PowerPoint, Microsoft Word, Microsoft Excel, Cognitive Psychology, REBT, Counseling Psychology, Data Entry, Microsoft Office, Community Outreach, Financial Reporting, Event Planning, Financial Analysis, SharePoint, Facilities Management, Public Speaking, Mental Health Counseling, Motivational..., Psychotherapy, Clinical Psychology, Higher Education, CBT, Nonprofits, Individual Counselling
Education
California Baptist University 2010 — 2013
Master of Science (M.S.), Counseling Psychology
University of Phoenix 2006 — 2009
B.S., Business Management
Bert Hardy Bert Hardy's RSM McGladrey Experience 1995 - 2000
Job Chief Information Officer at Fusion
Industry Information Technology and Services
Experience
Fusion October 2011 - Present
Chesapeake Capital Corporation July 2009 - October 2011
S&K Menswear April 2002 - July 2009
Summit Business Solutions 2000 - 2002
RSM McGladrey 1995 - 2000
Owens & Minor 1992 - 1995
Anthem 1987 - 1992
Ernst & Young 1984 - 1987
Skills
Managerial Finance, E-commerce, Business Process..., Strategic Planning, Process Improvement, Project Management, Strategy, Program Management, Management, Business Analysis, ERP, IT Management, Budgets, Business Development, IT Strategy, Vendor Management, Team Leadership, Consulting, Business Intelligence, Risk Management, Leadership, Integration, Change Management, Business Process, Information Technology, Executive Management, Finance, Analysis, Cross-functional Team...
Education
University of Richmond 1988 — 1990
MBA
University of Richmond - Robins School of Business 1981 — 1985
BSBA, Accounting
Fusion October 2011 - Present
Chesapeake Capital Corporation July 2009 - October 2011
S&K Menswear April 2002 - July 2009
Summit Business Solutions 2000 - 2002
RSM McGladrey 1995 - 2000
Owens & Minor 1992 - 1995
Anthem 1987 - 1992
Ernst & Young 1984 - 1987
Skills
Managerial Finance, E-commerce, Business Process..., Strategic Planning, Process Improvement, Project Management, Strategy, Program Management, Management, Business Analysis, ERP, IT Management, Budgets, Business Development, IT Strategy, Vendor Management, Team Leadership, Consulting, Business Intelligence, Risk Management, Leadership, Integration, Change Management, Business Process, Information Technology, Executive Management, Finance, Analysis, Cross-functional Team...
Education
University of Richmond 1988 — 1990
MBA
University of Richmond - Robins School of Business 1981 — 1985
BSBA, Accounting
Derick Francis, MBA, CFE's RSM McGladrey Experience October 2005 - July 2007
Job Compliance Audit Manager at Arizona Health Care Cost Containment System/Office of Inspector General (AHCCCS/OIG)
Industry Government Administration
Experience
Arizona Health Care Cost Containment System (AHCCCS) February 2015 - Present
Allstate September 2014 - January 2015
Apollo Group December 2008 - September 2014
Arizona Department of Education July 2007 - April 2008
RSM McGladrey October 2005 - July 2007
Arizona Department of Gaming August 2003 - September 2004
Arthur Andersen December 1997 - June 2003
Skills
Internal Audit, Auditing, Internal Controls, General Ledger, External Audit, Cash Flow, Financial Statements, Leadership, Risk Assessment, Policy, Management, Accounting, Financial Reporting, Financial Risk, Fundraising, Financial Analysis, Assurance, Time Management, Investigation, Internal Investigations, Interviews, Certified Fraud Examiner, Fraud Detection, Fraud
Education
University of Phoenix 2006 — 2010
Master of Business Administration (M.B.A.), Business
Utah State University 1993 — 1997
Bachelor's Degree, Accounting & Sociology/Criminology
Wasatch Career Institute 1989 — 1990
Paralegal Certification, Law and the Legal System
Arizona Health Care Cost Containment System (AHCCCS) February 2015 - Present
Allstate September 2014 - January 2015
Apollo Group December 2008 - September 2014
Arizona Department of Education July 2007 - April 2008
RSM McGladrey October 2005 - July 2007
Arizona Department of Gaming August 2003 - September 2004
Arthur Andersen December 1997 - June 2003
Skills
Internal Audit, Auditing, Internal Controls, General Ledger, External Audit, Cash Flow, Financial Statements, Leadership, Risk Assessment, Policy, Management, Accounting, Financial Reporting, Financial Risk, Fundraising, Financial Analysis, Assurance, Time Management, Investigation, Internal Investigations, Interviews, Certified Fraud Examiner, Fraud Detection, Fraud
Education
University of Phoenix 2006 — 2010
Master of Business Administration (M.B.A.), Business
Utah State University 1993 — 1997
Bachelor's Degree, Accounting & Sociology/Criminology
Wasatch Career Institute 1989 — 1990
Paralegal Certification, Law and the Legal System
Julie Wallace's RSM McGladrey Experience 1999 - December 2006
Job Director of Human Resources at Altorfer Inc
Industry Human Resources
Experience
Altorfer Inc June 2013 - Present
Various companies May 2012 - May 2013
Qdmh January 2007 - May 2012
RSM McGladrey 1999 - December 2006
MCI 1994 - 1999
A.M. Castle Metal 1993 - 1999
West Personnel 1986 - 1993
Skills
401k, Direct Mail, Recruiting, Human Resources, Insurance, Personnel Management, Talent Acquisition, Applicant Tracking..., Onboarding, Technical Recruiting, Account Management, Process Improvement, Leadership, Succession Planning, Leadership Development, Analysis, Strategy, Talent Management, Organizational..., Interviews, Sourcing, Training, Executive Search, Benefits Negotiation, Cold Calling, Management, Employee Relations, Policy, College Recruiting
Education
University of Northern Iowa 1982 — 1986
BS, Sociology
Altorfer Inc June 2013 - Present
Various companies May 2012 - May 2013
Qdmh January 2007 - May 2012
RSM McGladrey 1999 - December 2006
MCI 1994 - 1999
A.M. Castle Metal 1993 - 1999
West Personnel 1986 - 1993
Skills
401k, Direct Mail, Recruiting, Human Resources, Insurance, Personnel Management, Talent Acquisition, Applicant Tracking..., Onboarding, Technical Recruiting, Account Management, Process Improvement, Leadership, Succession Planning, Leadership Development, Analysis, Strategy, Talent Management, Organizational..., Interviews, Sourcing, Training, Executive Search, Benefits Negotiation, Cold Calling, Management, Employee Relations, Policy, College Recruiting
Education
University of Northern Iowa 1982 — 1986
BS, Sociology
Robert Nimchuk, PMP Robert Nimchuk, PMP's RSM McGladrey Experience September 2007 - December 2008
Job SharePoint Administrator at McGladrey, LLC.
Industry Information Services
Experience
McGladrey December 2008 - Present
RSM McGladrey September 2007 - December 2008
Cross Telecom September 2006 - May 2007
Wells Fargo Home Mortgage June 2005 - September 2006
Northwest Airlines August 1998 - June 2005
Written Word February 1993 - August 1998
Skills
Disaster Recovery, PMO, Project Management, SharePoint, SharePoint Designer, Business Process, Software Documentation, Business Requirements
Education
University of Minnesota-Twin Cities
McGladrey December 2008 - Present
RSM McGladrey September 2007 - December 2008
Cross Telecom September 2006 - May 2007
Wells Fargo Home Mortgage June 2005 - September 2006
Northwest Airlines August 1998 - June 2005
Written Word February 1993 - August 1998
Skills
Disaster Recovery, PMO, Project Management, SharePoint, SharePoint Designer, Business Process, Software Documentation, Business Requirements
Education
University of Minnesota-Twin Cities
Elizabeth Stepp, APR Elizabeth Stepp, APR's RSM McGladrey Experience October 2005 - December 2006
Job Assistant Vice President, Marketing at BB&T
Industry Public Relations and Communications
Experience
BB&T July 2010 - Present
Elizabeth Stepp, APR June 2009 - Present
Trone July 2007 - July 2009
Starmount Company December 2006 - July 2007
RSM McGladrey October 2005 - December 2006
Guilford Technical Community College January 2001 - October 2005
Skills
Advertising, Public Relations, Higher Education..., Integrated Marketing, Marketing Communications, Public Speaking, Writing, Event Management, Strategic Planning, Copywriting, Marketing Strategy, Corporate Communications, Media Relations, Microsoft Office, Press Releases, Editing, Budgeting, Brand Development, Crisis Communications, Event Planning, Retail, B2B, Blogging, Market Research, Strategic Communications, Internal Communications, Non-profits, Newsletters, PowerPoint, Direct Mail, Word, Event Marketing, Excel, Account Management, Community Relations, Budget Management
Education
University of North Carolina at Greensboro 2003 — 2006
MBA
University of North Carolina at Chapel Hill 1995 — 1999
B.A.
North Forsyth High School 1991 — 1995
Diploma
BB&T July 2010 - Present
Elizabeth Stepp, APR June 2009 - Present
Trone July 2007 - July 2009
Starmount Company December 2006 - July 2007
RSM McGladrey October 2005 - December 2006
Guilford Technical Community College January 2001 - October 2005
Skills
Advertising, Public Relations, Higher Education..., Integrated Marketing, Marketing Communications, Public Speaking, Writing, Event Management, Strategic Planning, Copywriting, Marketing Strategy, Corporate Communications, Media Relations, Microsoft Office, Press Releases, Editing, Budgeting, Brand Development, Crisis Communications, Event Planning, Retail, B2B, Blogging, Market Research, Strategic Communications, Internal Communications, Non-profits, Newsletters, PowerPoint, Direct Mail, Word, Event Marketing, Excel, Account Management, Community Relations, Budget Management
Education
University of North Carolina at Greensboro 2003 — 2006
MBA
University of North Carolina at Chapel Hill 1995 — 1999
B.A.
North Forsyth High School 1991 — 1995
Diploma
Melissa Gonnerman Melissa Gonnerman's RSM McGladrey Experience November 2011 - April 2012
Job Tax Accountant with UnityPoint Health
Industry Accounting
Experience
UnityPoint Health July 2014 - Present
McGladrey November 2011 - July 2014
RSM McGladrey November 2011 - April 2012
Skills
Tax, Corporate Tax, Tax Research, CPA, GAAP, Tax Accounting, Tax Preparation, Income Tax, Accounting, US GAAP, Partnership Taxation, Auditing, Financial Reporting, Tax Returns, Financial Accounting, Internal Controls, International Tax, Financial Statements, General Ledger
Education
University of Northern Iowa 2006 — 2011
Bachelor's degree, Accounting
UnityPoint Health July 2014 - Present
McGladrey November 2011 - July 2014
RSM McGladrey November 2011 - April 2012
Skills
Tax, Corporate Tax, Tax Research, CPA, GAAP, Tax Accounting, Tax Preparation, Income Tax, Accounting, US GAAP, Partnership Taxation, Auditing, Financial Reporting, Tax Returns, Financial Accounting, Internal Controls, International Tax, Financial Statements, General Ledger
Education
University of Northern Iowa 2006 — 2011
Bachelor's degree, Accounting
Jenny (Schuttinga) Guenther's RSM McGladrey Experience April 2002 - March 2005
Job at Easton Enterprises
Industry Banking
Experience
USW Holding Company/Easton Enterprises August 2009 - Present
Family Merchants Bank March 2005 - January 2009
RSM McGladrey April 2002 - March 2005
McGladrey & Pullen September 1997 - April 2002
Skills
GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, General Ledger, CPA, Assurance, Financial Accounting, External Audit, US GAAP, Financial Statements
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Spencer High School 1990 — 1993
USW Holding Company/Easton Enterprises August 2009 - Present
Family Merchants Bank March 2005 - January 2009
RSM McGladrey April 2002 - March 2005
McGladrey & Pullen September 1997 - April 2002
Skills
GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, General Ledger, CPA, Assurance, Financial Accounting, External Audit, US GAAP, Financial Statements
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Spencer High School 1990 — 1993
Greg Hupke Greg Hupke's RSM McGladrey Experience June 2008 - October 2009
Job Sr. Professional Services Technical Support Specialist, NISC
Industry Telecommunications
Experience
NISC October 2009 - Present
RSM McGladrey June 2008 - October 2009
South Slope Cooperative Communications February 2007 - June 2008
Skills
Group Policy, SNMP, VMware, DNS, Security, SQL, Active Directory, DHCP, Windows Server, Firewalls, Network Security, System Administration, Servers, Microsoft Exchange, Virtualization, VMware ESX, Networking, Microsoft Office, Windows 7, Managed Antivirus
Education
University of Northern Iowa 2003 — 2005
B.S., Technology Management, Business
NISC October 2009 - Present
RSM McGladrey June 2008 - October 2009
South Slope Cooperative Communications February 2007 - June 2008
Skills
Group Policy, SNMP, VMware, DNS, Security, SQL, Active Directory, DHCP, Windows Server, Firewalls, Network Security, System Administration, Servers, Microsoft Exchange, Virtualization, VMware ESX, Networking, Microsoft Office, Windows 7, Managed Antivirus
Education
University of Northern Iowa 2003 — 2005
B.S., Technology Management, Business
Patrick M Tabor Patrick M Tabor's RSM McGladrey Experience May 1983 - May 2004
Job Owner of Swan Mountain Companies
Industry Recreational Facilities and Services
Experience
Swan Group of Companies May 2004 - Present
Swan Mountain Consulting Group May 2004 - Present
RSM McGladrey May 1983 - May 2004
McGladrey & Pullen 1983 - 2004
Skills
Strategic Planning, Valuation, Outfitting Services, Strategy, Business Planning, Leadership Development, Accounting, Time Management, Leadership, GAAP, Real Estate, Financial Modeling, Analysis, Negotiation, Business Process..., Management, Mergers & Acquisitions, Outdoor Recreation, Small Business, Sales, Team Building, Financial Reporting, Consulting, Selling, Process Improvement, Management Consulting
Education
University of Nevada-Reno 1977 — 1990
BS, MBA, Accounting & IS, Masters in Business
St Francis 1973 — 1977
High School, General Studies
Swan Group of Companies May 2004 - Present
Swan Mountain Consulting Group May 2004 - Present
RSM McGladrey May 1983 - May 2004
McGladrey & Pullen 1983 - 2004
Skills
Strategic Planning, Valuation, Outfitting Services, Strategy, Business Planning, Leadership Development, Accounting, Time Management, Leadership, GAAP, Real Estate, Financial Modeling, Analysis, Negotiation, Business Process..., Management, Mergers & Acquisitions, Outdoor Recreation, Small Business, Sales, Team Building, Financial Reporting, Consulting, Selling, Process Improvement, Management Consulting
Education
University of Nevada-Reno 1977 — 1990
BS, MBA, Accounting & IS, Masters in Business
St Francis 1973 — 1977
High School, General Studies
Kathy (Koranda) Gruber's RSM McGladrey Experience December 2006 - September 2010
Job Senior Lease Consultant at McGladrey
Industry Real Estate
Experience
McGladrey October 2012 - Present
McGladrey October 2010 - September 2012
RSM McGladrey December 2006 - September 2010
Skills
Leases, Real Estate, Corporate Real Estate, Commercial Real Estate, Microsoft Excel, Microsoft Office, Retail, Due Diligence, Lease Admini, Lease Audit, Lease Abstraction, Lease Administration, Real Estate Development, Real Estate Economics
Education
University of Notre Dame 2001 — 2005
Bachelor, Political Science
McGladrey October 2012 - Present
McGladrey October 2010 - September 2012
RSM McGladrey December 2006 - September 2010
Skills
Leases, Real Estate, Corporate Real Estate, Commercial Real Estate, Microsoft Excel, Microsoft Office, Retail, Due Diligence, Lease Admini, Lease Audit, Lease Abstraction, Lease Administration, Real Estate Development, Real Estate Economics
Education
University of Notre Dame 2001 — 2005
Bachelor, Political Science
Roger Peters Roger Peters's RSM McGladrey Experience 1994 - 2010
Job Founder and President at Continuity Onward, Inc.
Industry Information Technology and Services
Experience
Continuity Onward, Inc. 2011 - Present
RSM McGladrey 1994 - 2010
AlphaSoft Inc. 1992 - 1993
Unisys 1984 - 1992
Skills
Risk Assessment, Business Impact Analysis, Business Continuity, Consulting Practice..., Strategic Leadership, Business Strategy, Technology Risk..., Systems Selection, Technology Governance, Technology Strategy..., Consultative Selling, Marketing Strategy, Technology Product..., IT Risk Management, Consultants, Leadership, Selling, CRM, Enterprise Risk..., Mergers & Acquisitions, Internal Audit, Banking, Management, Information Security..., Business Continuity..., Governance, Disaster Recovery, Outsourcing, IT Strategy, Risk Management, Financial Risk, IT Audit, Information Security, Sarbanes-Oxley Act, Due Diligence, Business Planning, Finance, Data Center, Executive Management, Data Security, Security Audits, Strategic Planning, Management Consulting, Business Process...
Education
University of Northern Iowa
BS, Marketing, Accounting/Finance minor
RSM McGladrey Leadership Next Generation program 2006 — 2007
Continuity Onward, Inc. 2011 - Present
RSM McGladrey 1994 - 2010
AlphaSoft Inc. 1992 - 1993
Unisys 1984 - 1992
Skills
Risk Assessment, Business Impact Analysis, Business Continuity, Consulting Practice..., Strategic Leadership, Business Strategy, Technology Risk..., Systems Selection, Technology Governance, Technology Strategy..., Consultative Selling, Marketing Strategy, Technology Product..., IT Risk Management, Consultants, Leadership, Selling, CRM, Enterprise Risk..., Mergers & Acquisitions, Internal Audit, Banking, Management, Information Security..., Business Continuity..., Governance, Disaster Recovery, Outsourcing, IT Strategy, Risk Management, Financial Risk, IT Audit, Information Security, Sarbanes-Oxley Act, Due Diligence, Business Planning, Finance, Data Center, Executive Management, Data Security, Security Audits, Strategic Planning, Management Consulting, Business Process...
Education
University of Northern Iowa
BS, Marketing, Accounting/Finance minor
RSM McGladrey Leadership Next Generation program 2006 — 2007
Jennifer Gajda's RSM McGladrey Experience 1999 - 2007
Job Senior Manager at Barnes Wendling
Industry Accounting
Experience
Barnes Wendling December 2007 - Present
Barnes Wendling CPAs, Inc. 2007 - Present
RSM McGladrey 1999 - 2007
Skills
CPA, Corporate Tax, GAAP, SEC filings, Tax Research, Tax
Education
University of Notre Dame 1995 — 1999
BA, ACCOUNTANCY
Barnes Wendling December 2007 - Present
Barnes Wendling CPAs, Inc. 2007 - Present
RSM McGladrey 1999 - 2007
Skills
CPA, Corporate Tax, GAAP, SEC filings, Tax Research, Tax
Education
University of Notre Dame 1995 — 1999
BA, ACCOUNTANCY
Amy Shunick's RSM McGladrey Experience February 2007 - December 2011
Job Internal Audit Manager at NBH
Industry Accounting
Experience
NBH Bank, N.A. September 2012 - Present
Pioneer Financial Services, A Division of MidCountry Bank December 2011 - September 2012
RSM McGladrey February 2007 - December 2011
National Bank Of Kansas City 2004 - 2007
Bennett Packaging 2003 - 2004
La Petite Academy 2000 - 2002
Deloitte 1998 - 2000
Farmland Industries 1997 - 2000
US Bank October 1997 - March 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Reporting, Accounting, Risk Management, Internal Controls, Financial Analysis, Process Improvement, Enterprise Risk..., Management, Banking, Risk Assessment, Fraud, Finance, Financial Audits, Financial Accounting, Sarbanes-Oxley, SEC filings, Financial Risk, Cash Management, Managerial Finance, GAAP, Financial Services, Tax, Financial Modeling, External Audit, Strategic Planning, Budgets, US GAAP, IT Audit, General Ledger, Due Diligence, Cash Flow, Leadership, Operational Risk..., Mergers & Acquisitions, Financial Institutions, Assurance, Forecasting, Account Reconciliation, Credit, Financial Statements, Treasury Management, Executive Management, Payroll, Strategic Financial..., COSO, Operational Risk
Education
University of Missouri-Kansas City 1980 — 1985
BS
Raytown High School 1977 — 1980
NBH Bank, N.A. September 2012 - Present
Pioneer Financial Services, A Division of MidCountry Bank December 2011 - September 2012
RSM McGladrey February 2007 - December 2011
National Bank Of Kansas City 2004 - 2007
Bennett Packaging 2003 - 2004
La Petite Academy 2000 - 2002
Deloitte 1998 - 2000
Farmland Industries 1997 - 2000
US Bank October 1997 - March 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Reporting, Accounting, Risk Management, Internal Controls, Financial Analysis, Process Improvement, Enterprise Risk..., Management, Banking, Risk Assessment, Fraud, Finance, Financial Audits, Financial Accounting, Sarbanes-Oxley, SEC filings, Financial Risk, Cash Management, Managerial Finance, GAAP, Financial Services, Tax, Financial Modeling, External Audit, Strategic Planning, Budgets, US GAAP, IT Audit, General Ledger, Due Diligence, Cash Flow, Leadership, Operational Risk..., Mergers & Acquisitions, Financial Institutions, Assurance, Forecasting, Account Reconciliation, Credit, Financial Statements, Treasury Management, Executive Management, Payroll, Strategic Financial..., COSO, Operational Risk
Education
University of Missouri-Kansas City 1980 — 1985
BS
Raytown High School 1977 — 1980
Frank Basnett's RSM McGladrey Experience SupervisorSouth Carolina Department of Insurance2001 - 2006
Job Manager at RSM McGladrey
Industry Insurance
Experience
RSM McGladrey SupervisorSouth Carolina Department of Insurance2001 - 2006
Carolina Continental Insurance Company 1983 - 1995
Continental American Insurance Company 1983 - 1995
Education
University of South Carolina-Columbia 1964 — 1969
A C Flora High School 1960 — 1964
RSM McGladrey SupervisorSouth Carolina Department of Insurance2001 - 2006
Carolina Continental Insurance Company 1983 - 1995
Continental American Insurance Company 1983 - 1995
Education
University of South Carolina-Columbia 1964 — 1969
A C Flora High School 1960 — 1964
Douglas Bartlett, CPA, CPCU, CFE, CIE, ARe's RSM McGladrey Experience 2004 - 2012
Job Director of Financial Regulation at New Hampshire Insurance Department
Industry Insurance
Experience
New Hampshire Insurance Department July 2015 - Present
Risk & Regulatory Consulting, LLP 2012 - July 2015
RSM McGladrey 2004 - 2012
American Express Tax and Business Services 2002 - 2004
Skills
Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Risk Management, Internal Controls, Reinsurance, Financial Risk, Financial Reporting, CISA, Sarbanes-Oxley, Fraud, Internal Audit, IT Audit, Forensic Accounting, Risk Assessment, Due Diligence, Financial Analysis, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
BA, Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
Bachelor's Degree, Economics
New Hampshire Insurance Department July 2015 - Present
Risk & Regulatory Consulting, LLP 2012 - July 2015
RSM McGladrey 2004 - 2012
American Express Tax and Business Services 2002 - 2004
Skills
Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Risk Management, Internal Controls, Reinsurance, Financial Risk, Financial Reporting, CISA, Sarbanes-Oxley, Fraud, Internal Audit, IT Audit, Forensic Accounting, Risk Assessment, Due Diligence, Financial Analysis, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
BA, Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
Bachelor's Degree, Economics
Bob Eagle's RSM McGladrey Experience February 2006 - February 2007
Job Financial Advisor Relationship Manager at CAPTRUST
Industry Investment Management
Experience
CAPTRUST September 2013 - Present
Mercer March 2007 - September 2013
RSM McGladrey February 2006 - February 2007
Wachovia, A Wells Fargo Company July 2001 - February 2006
Fifth Third Bank January 2000 - July 2001
Wachovia, A Wells Fargo Company August 1995 - January 2000
Skills
CMFC, CRPS
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Arts, Economics
other
CAPTRUST September 2013 - Present
Mercer March 2007 - September 2013
RSM McGladrey February 2006 - February 2007
Wachovia, A Wells Fargo Company July 2001 - February 2006
Fifth Third Bank January 2000 - July 2001
Wachovia, A Wells Fargo Company August 1995 - January 2000
Skills
CMFC, CRPS
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Arts, Economics
other
Donald T. Browne, CPA, CFF, CGMA's RSM McGladrey Experience 2004 - 2006
Job Governance, Fraud, Risk, Compliance and Internal Audit Professional
Industry Accounting
Experience
FIS Global (formally ICS Risk Advisors) 2011 - Present
Institute of Internal Auditors - North Jersey Chapter June 2010 - Present
Wagner College September 2008 - Present
Adams Harris (formerly CGRMS) 2007 - 2010
Crowe Horwath 2006 - 2007
RSM McGladrey 2004 - 2006
KPMG 1998 - 2004
Prudential Securities 1995 - 1998
Skills
Internal Audit, Enterprise Risk..., FCPA, Compliance, Business Process..., Accounting Standards..., SOX, International Business, Regulatory Requirements, Forensic Investigations, Dodd Frank, Sarbanes Oxley, Practice Development, New Business Development, Project Planning, Project Implementation, Internal Controls, Risk, AML, Risk Management, SEC reporting, Fraud, Risk Assessment, Compliance Audits, Operational Risk, BSA, Governance, Management Consulting, Auditing, Mergers & Acquisitions, Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Risk, Strategy, SEC filings, Financial Services, Process Improvement, Bank Secrecy Act
Education
University of Pennsylvania 2014 — 2016
Stonier Banking School
Wagner College
Bachelor of Science, Accounting
FIS Global (formally ICS Risk Advisors) 2011 - Present
Institute of Internal Auditors - North Jersey Chapter June 2010 - Present
Wagner College September 2008 - Present
Adams Harris (formerly CGRMS) 2007 - 2010
Crowe Horwath 2006 - 2007
RSM McGladrey 2004 - 2006
KPMG 1998 - 2004
Prudential Securities 1995 - 1998
Skills
Internal Audit, Enterprise Risk..., FCPA, Compliance, Business Process..., Accounting Standards..., SOX, International Business, Regulatory Requirements, Forensic Investigations, Dodd Frank, Sarbanes Oxley, Practice Development, New Business Development, Project Planning, Project Implementation, Internal Controls, Risk, AML, Risk Management, SEC reporting, Fraud, Risk Assessment, Compliance Audits, Operational Risk, BSA, Governance, Management Consulting, Auditing, Mergers & Acquisitions, Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Risk, Strategy, SEC filings, Financial Services, Process Improvement, Bank Secrecy Act
Education
University of Pennsylvania 2014 — 2016
Stonier Banking School
Wagner College
Bachelor of Science, Accounting
Sue Mulkern's RSM McGladrey Experience 1999 - 2008
Job VP of Human Capital
Industry Health, Wellness and Fitness
Experience
Optum July 2008 - Present
RSM McGladrey 1999 - 2008
Ernst & Young 1996 - 1999
Federal Reserve Bank of Minneapolis 1994 - 1996
Education
University of Minnesota-Twin Cities 1989 — 1991
MAIR, Human Resources
Optum July 2008 - Present
RSM McGladrey 1999 - 2008
Ernst & Young 1996 - 1999
Federal Reserve Bank of Minneapolis 1994 - 1996
Education
University of Minnesota-Twin Cities 1989 — 1991
MAIR, Human Resources
Jesse Wurth's RSM McGladrey Experience 1997 - 2000
Job Chief Financial Officer at Ryko Solutions, Inc
Industry Consumer Services
Experience
Ryko Solutions, Inc. July 2013 - Present
The Weitz Company October 2000 - July 2013
RSM McGladrey 1997 - 2000
Skills
Financial Reporting, Financial Analysis, Construction Accounting, Cash Flow, Construction, JD Edwards, Process Improvement, Financial Modeling, Strategic Financial...
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts (BA), Accounting
Ryko Solutions, Inc. July 2013 - Present
The Weitz Company October 2000 - July 2013
RSM McGladrey 1997 - 2000
Skills
Financial Reporting, Financial Analysis, Construction Accounting, Cash Flow, Construction, JD Edwards, Process Improvement, Financial Modeling, Strategic Financial...
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts (BA), Accounting
Joe Pudenz's RSM McGladrey Experience January 2009 - April 2009
Job Assurance Supervisor at McGladrey
Industry Accounting
Experience
McGladrey November 2010 - Present
RSM McGladrey January 2009 - April 2009
UNI Information Technology Services August 2007 - December 2008
AEGON May 2008 - August 2008
Skills
Accounting, Financial Statements, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, GAAP, Microsoft Excel, US GAAP, CPA
Education
University of Northern Iowa 2006 — 2010
MA, Accounting
McGladrey November 2010 - Present
RSM McGladrey January 2009 - April 2009
UNI Information Technology Services August 2007 - December 2008
AEGON May 2008 - August 2008
Skills
Accounting, Financial Statements, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, GAAP, Microsoft Excel, US GAAP, CPA
Education
University of Northern Iowa 2006 — 2010
MA, Accounting
Jeff Lightfield's RSM McGladrey Experience September 1991 - 1994
Job Controller at Carnegie Institution
Industry Accounting
Experience
Carnegie Institution February 2006 - Present
Carnegie Institution November 2001 - January 2006
Citizens Development Corps 1997 - October 2001
Carnegie Institution 1994 - 1997
RSM McGladrey September 1991 - 1994
Skills
Accounting, Budgeting, Financial Reporting, Non-profits, Human Resources, Financial Projection, Business Visas, Federal Grants..., Analysis, Budgets, Internal Controls, Financial Analysis, Data Analysis, QuickBooks, General Ledger, Accounts Payable, Auditing, Financial Accounting, Microsoft Excel, Finance, US GAAP, Nonprofits
Education
Linganore
Linganore
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Accounting
Carnegie Institution February 2006 - Present
Carnegie Institution November 2001 - January 2006
Citizens Development Corps 1997 - October 2001
Carnegie Institution 1994 - 1997
RSM McGladrey September 1991 - 1994
Skills
Accounting, Budgeting, Financial Reporting, Non-profits, Human Resources, Financial Projection, Business Visas, Federal Grants..., Analysis, Budgets, Internal Controls, Financial Analysis, Data Analysis, QuickBooks, General Ledger, Accounts Payable, Auditing, Financial Accounting, Microsoft Excel, Finance, US GAAP, Nonprofits
Education
Linganore
Linganore
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Accounting
Emily Julian's RSM McGladrey Experience October 2009 - September 2011
Job Manager, Tax Services at McGladrey
Industry Accounting
Danielle Freeman's RSM McGladrey Experience AuditorMcGladrey & Pullen2006 - Present
Job Audit Associate at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey AuditorMcGladrey & Pullen2006 - Present
Education
University of San Diego 2001 — 2005
RSM McGladrey AuditorMcGladrey & Pullen2006 - Present
Education
University of San Diego 2001 — 2005
Rick Rodenbeck, CPA's RSM McGladrey Experience 1992 - 2006
Job Partner Kalender & Rodenbeck CPA, LLC
Industry Accounting
Experience
Kalender & Rodenbeck CPA, LLC December 2013 - Present
Rodenbeck Accounting Services, LLC May 2011 - December 2013
Mayer Hoffman McCann P.C. September 2006 - April 2011
CBIZ MHM, LLC 2006 - April 2011
RSM McGladrey 1992 - 2006
Arthur Andersen & Co 1983 - 1992
Skills
Mergers, Due Diligence, Tax Accounting, Tax, FAS109, Tax Services, Income Tax, CPA, Estate Planning, Financial Accounting, Tax Preparation, Corporate Tax, Financial Statements, GAAP, IRS, Restructuring, Tax Research, State Tax, Accounting, SEC filings, US GAAP, S Corporations, Forensic Accounting, Partnership Taxation, Mergers & Acquisitions, SEC Filings
Education
University of Northern Iowa 1979 — 1983
B.S., Accounting
Kalender & Rodenbeck CPA, LLC December 2013 - Present
Rodenbeck Accounting Services, LLC May 2011 - December 2013
Mayer Hoffman McCann P.C. September 2006 - April 2011
CBIZ MHM, LLC 2006 - April 2011
RSM McGladrey 1992 - 2006
Arthur Andersen & Co 1983 - 1992
Skills
Mergers, Due Diligence, Tax Accounting, Tax, FAS109, Tax Services, Income Tax, CPA, Estate Planning, Financial Accounting, Tax Preparation, Corporate Tax, Financial Statements, GAAP, IRS, Restructuring, Tax Research, State Tax, Accounting, SEC filings, US GAAP, S Corporations, Forensic Accounting, Partnership Taxation, Mergers & Acquisitions, SEC Filings
Education
University of Northern Iowa 1979 — 1983
B.S., Accounting
Ricky Overman's RSM McGladrey Experience January 1989 - November 2002
Job Owner, Richard E. Overman, CPA, P.A.
Industry Accounting
Experience
Richard E. Overman, CPA, P.A. November 2002 - Present
RSM McGladrey January 1989 - November 2002
Skills
Tax, Business and personal...
Education
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Science (BS), Business with emphasis in Accounting
Richard E. Overman, CPA, P.A. November 2002 - Present
RSM McGladrey January 1989 - November 2002
Skills
Tax, Business and personal...
Education
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Science (BS), Business with emphasis in Accounting
Natalie Robnett's RSM McGladrey Experience May 2008 - August 2008
Job MSA Student Class of 2009
Industry Accounting
Experience
University of Notre Dame August 2008 - Present
RSM McGladrey May 2008 - August 2008
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Masters, Accountancy
University of Notre Dame - Mendoza College of Business 2004 — 2008
University of Notre Dame August 2008 - Present
RSM McGladrey May 2008 - August 2008
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Masters, Accountancy
University of Notre Dame - Mendoza College of Business 2004 — 2008
Charlene Greene's RSM McGladrey Experience November 2002 - September 2007
Job Managing Director at Dreyer, Edmonds & Robbins
Industry Accounting
Experience
Dreyer, Edmonds & Robbins January 2010 - Present
True Partners Consulting September 2007 - January 2010
RSM McGladrey November 2002 - September 2007
Arthur Andersen 1983 - 2002
Skills
Corporate Tax, Financial Services, Tax Research, Auditing, Tax Accounting, SEC filings, CPA, Income Tax, Tax, Tax Advisory, International Tax, GAAP, Tax Preparation, US GAAP, Sarbanes-Oxley Act, Tax Returns, Tax Law, Transfer Pricing, Internal Controls, Property Tax, Accounting, Financial Reporting, SEC Filings
Education
University of Nebraska at Omaha 1976 — 1982
Bachelor of Science, Accounting
Dreyer, Edmonds & Robbins January 2010 - Present
True Partners Consulting September 2007 - January 2010
RSM McGladrey November 2002 - September 2007
Arthur Andersen 1983 - 2002
Skills
Corporate Tax, Financial Services, Tax Research, Auditing, Tax Accounting, SEC filings, CPA, Income Tax, Tax, Tax Advisory, International Tax, GAAP, Tax Preparation, US GAAP, Sarbanes-Oxley Act, Tax Returns, Tax Law, Transfer Pricing, Internal Controls, Property Tax, Accounting, Financial Reporting, SEC Filings
Education
University of Nebraska at Omaha 1976 — 1982
Bachelor of Science, Accounting
Carey Armstrong's RSM McGladrey Experience July 2007 - April 2009
Job CPA, CISA, CISSP
Industry Newspapers
Experience
Graham Holdings April 2009 - Present
RSM McGladrey July 2007 - April 2009
Wachovia Bank 2005 - 2007
PricewaterhouseCoopers 1997 - 2005
Skills
Oracle database, SQL Server 2000-2008, IBM Mainframe, RACF, OS/390, AS400, OS/400, VMware Workstation, Red Hat Linux, CentOS, Ubuntu, SOX, z/OS, Risk Assessment, Government, COSO, Solaris, AIX, Internal Audit, Microsoft SQL Server, Sarbanes-Oxley Act, Oracle, Computer Security, Information Technology, IT Audit, CISA, IBM iSeries, Governance
Education
University of North Carolina at Greensboro 1990 — 1994
Bachelor of Science, Accounting
Graham Holdings April 2009 - Present
RSM McGladrey July 2007 - April 2009
Wachovia Bank 2005 - 2007
PricewaterhouseCoopers 1997 - 2005
Skills
Oracle database, SQL Server 2000-2008, IBM Mainframe, RACF, OS/390, AS400, OS/400, VMware Workstation, Red Hat Linux, CentOS, Ubuntu, SOX, z/OS, Risk Assessment, Government, COSO, Solaris, AIX, Internal Audit, Microsoft SQL Server, Sarbanes-Oxley Act, Oracle, Computer Security, Information Technology, IT Audit, CISA, IBM iSeries, Governance
Education
University of North Carolina at Greensboro 1990 — 1994
Bachelor of Science, Accounting
Janaha Cook's RSM McGladrey Experience February 2007 - September 2008
Job XPO Logistics
Industry Accounting
Experience
Jacobson Companies April 2009 - Present
RSM McGladrey February 2007 - September 2008
CRST 2005 - 2007
Target May 2004 - October 2005
Skills
Applicant Tracking..., Transportation, 3PL, Human Resources, College Recruiting, Recruiting, Team Building, Transportation..., Onboarding, Talent Acquisition, Supply Chain, Logistics Management, Leadership, Freight, Logistics, Sourcing, Warehousing, Employee Relations, Process Improvement, Distribution Center..., Customer Service, Management, Performance Management, Operations Management, Negotiation, Training
Education
University of Northern Iowa 1999 — 2003
Prairie High School 1995 — 1999
Jacobson Companies April 2009 - Present
RSM McGladrey February 2007 - September 2008
CRST 2005 - 2007
Target May 2004 - October 2005
Skills
Applicant Tracking..., Transportation, 3PL, Human Resources, College Recruiting, Recruiting, Team Building, Transportation..., Onboarding, Talent Acquisition, Supply Chain, Logistics Management, Leadership, Freight, Logistics, Sourcing, Warehousing, Employee Relations, Process Improvement, Distribution Center..., Customer Service, Management, Performance Management, Operations Management, Negotiation, Training
Education
University of Northern Iowa 1999 — 2003
Prairie High School 1995 — 1999
Jenilee Borth-Iiams, CPA's RSM McGladrey Experience January 2009 - April 2009
Job Vice President & Manager of Private Wealth Management Tax
Industry Accounting
Experience
UMB Bank February 2010 - Present
iiams images April 2008 - August 2014
RSM McGladrey January 2009 - April 2009
Jeni Borth Farms 2000 - 2006
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, Tax, CPA
Education
Cannon Financial Institute 2010 — 2012
Certificate of Completion, Trust Tax I, II, & III
University of Missouri-Kansas City 2010 — 2011
Masters, Tax Accounting
University of Missouri-Kansas City 2006 — 2009
Bachelors, Accounting
Kansas State University 2002 — 2006
Architecture
UMB Bank February 2010 - Present
iiams images April 2008 - August 2014
RSM McGladrey January 2009 - April 2009
Jeni Borth Farms 2000 - 2006
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, Tax, CPA
Education
Cannon Financial Institute 2010 — 2012
Certificate of Completion, Trust Tax I, II, & III
University of Missouri-Kansas City 2010 — 2011
Masters, Tax Accounting
University of Missouri-Kansas City 2006 — 2009
Bachelors, Accounting
Kansas State University 2002 — 2006
Architecture
Deborah Houseal's RSM McGladrey Experience 2004 - September 2008
Job Accounting Manager Real Estate Advisors at AEGON USA
Industry Banking
Experience
AEGON USA September 2008 - Present
RSM McGladrey 2004 - September 2008
Central Bancshares, Inc. 2002 - 2004
Iowa State Auditor's Office 1999 - 2002
Education
University of Northern Iowa 1994 — 1999
BA in Accounting, Accounting, Audit
AEGON USA September 2008 - Present
RSM McGladrey 2004 - September 2008
Central Bancshares, Inc. 2002 - 2004
Iowa State Auditor's Office 1999 - 2002
Education
University of Northern Iowa 1994 — 1999
BA in Accounting, Accounting, Audit
Annette Hentz's RSM McGladrey Experience November 2000 - February 2009
Job Owner at Carver Flowers
Industry Retail
Experience
Carver Flowers March 2008 - Present
RSM McGladrey November 2000 - February 2009
Pacific Life August 1996 - November 2000
The Roberson Company February 1986 - August 1996
Skills
Entrepreneurship, Small Business, Floral Design, Retail Sales, Wedding Planning, Flower Delivery, Customer Experience, Community Service, Retail Marketing, Social Media Marketing, Email Marketing, Visual Merchandising, Retail Buying, Bookkeeping, Subject Matter Experts, Operations Management
Education
Pillsbury Baptist Bible College 1975 — 1976
BS, Bible, English
University of Minnesota-Twin Cities 1972 — 1975
Business, Math
Mesabi State Jr. College 1971 — 1972
Math
Carver Flowers March 2008 - Present
RSM McGladrey November 2000 - February 2009
Pacific Life August 1996 - November 2000
The Roberson Company February 1986 - August 1996
Skills
Entrepreneurship, Small Business, Floral Design, Retail Sales, Wedding Planning, Flower Delivery, Customer Experience, Community Service, Retail Marketing, Social Media Marketing, Email Marketing, Visual Merchandising, Retail Buying, Bookkeeping, Subject Matter Experts, Operations Management
Education
Pillsbury Baptist Bible College 1975 — 1976
BS, Bible, English
University of Minnesota-Twin Cities 1972 — 1975
Business, Math
Mesabi State Jr. College 1971 — 1972
Math
Cari Norton's RSM McGladrey Experience August 2004 - February 2006
Job MBA, SPHR
Industry Human Resources
Experience
the University of St. Thomas Parent VolunteerM.W. Savage Elementary2009 - 2012
Schwan's Consumer Brands July 2007 - January 2009
RSM McGladrey August 2004 - February 2006
Hartford Life 2004 - 2005
Various Companies September 2000 - January 2004
Wells Fargo Home Mortgage 2003 - 2004
Sendmygift.com October 1999 - September 2000
Specialty Staff Inc. December 1998 - September 1999
Todays Staffing January 1995 - December 1998
Skills
Recruiting, Employee Relations, College Recruiting, Human Resources, Analysis, Data Analysis, Employee Benefits, Accounting, Operations Management, Payroll, Marketing, Internet Recruiting, Sales, Leadership, Management, Recruitment Advertising, New Hire Orientations, Budgets, Mergers & Acquisitions, Temporary Placement, SDLC
Education
University of St. Thomas 2011 — 2016
Ed. D., Leadership Policy and Administration
University of St. Thomas - Opus College of Business 2004 — 2010
MBA, Business Administration with an HR Concentration
University of Minnesota-Twin Cities 1986 — 1991
BA, Journalism and Mass Communication with a Spanish minor
John F. Kennedy High School in Bloomington, MN 1980 — 1987
University of St. Thomas
the University of St. Thomas Parent VolunteerM.W. Savage Elementary2009 - 2012
Schwan's Consumer Brands July 2007 - January 2009
RSM McGladrey August 2004 - February 2006
Hartford Life 2004 - 2005
Various Companies September 2000 - January 2004
Wells Fargo Home Mortgage 2003 - 2004
Sendmygift.com October 1999 - September 2000
Specialty Staff Inc. December 1998 - September 1999
Todays Staffing January 1995 - December 1998
Skills
Recruiting, Employee Relations, College Recruiting, Human Resources, Analysis, Data Analysis, Employee Benefits, Accounting, Operations Management, Payroll, Marketing, Internet Recruiting, Sales, Leadership, Management, Recruitment Advertising, New Hire Orientations, Budgets, Mergers & Acquisitions, Temporary Placement, SDLC
Education
University of St. Thomas 2011 — 2016
Ed. D., Leadership Policy and Administration
University of St. Thomas - Opus College of Business 2004 — 2010
MBA, Business Administration with an HR Concentration
University of Minnesota-Twin Cities 1986 — 1991
BA, Journalism and Mass Communication with a Spanish minor
John F. Kennedy High School in Bloomington, MN 1980 — 1987
University of St. Thomas
Jacqueline Thompson's RSM McGladrey Experience October 2005 - July 2006
Job at Social Restaurant + Wine Bar
Industry Real Estate
Experience
Phoenix South, Inc. December 2010 - Present
Social Restaurant + Wine Bar December 2010 - Present
Bishop and Sons Plumbing and Piping, Inc. March 2007 - June 2010
RSM McGladrey October 2005 - July 2006
Pratt-Thomas, Gumb & Co. (currently Dixson Hughes) 2000 - 2005
Education
University of North Carolina at Charlotte 1989 — 1994
Bachelors, Accounting
Phoenix South, Inc. December 2010 - Present
Social Restaurant + Wine Bar December 2010 - Present
Bishop and Sons Plumbing and Piping, Inc. March 2007 - June 2010
RSM McGladrey October 2005 - July 2006
Pratt-Thomas, Gumb & Co. (currently Dixson Hughes) 2000 - 2005
Education
University of North Carolina at Charlotte 1989 — 1994
Bachelors, Accounting
Cristin Burnett's RSM McGladrey Experience February 1998 - January 2004
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2008 - Present
Wells Fargo March 2007 - Present
KleinBank January 2004 - February 2007
RSM McGladrey February 1998 - January 2004
Skills
Fair Lending, Compliance, Loans, Mortgage Lending, Fairs, Bank Secrecy Act, Credit, AML, KYC, OFAC, Operational Risk..., Banking
Education
University of Minnesota Law School 1993 — 1996
law
Wells Fargo Bank 2008 - Present
Wells Fargo March 2007 - Present
KleinBank January 2004 - February 2007
RSM McGladrey February 1998 - January 2004
Skills
Fair Lending, Compliance, Loans, Mortgage Lending, Fairs, Bank Secrecy Act, Credit, AML, KYC, OFAC, Operational Risk..., Banking
Education
University of Minnesota Law School 1993 — 1996
law
Bhadrish Kalan's RSM McGladrey Experience April 2004 - January 2008
Job Management Consulting at Mishkay Inc
Industry Management Consulting
Experience
Mishkay Inc March 2009 - Present
Resources Connection, Inc. 2010 - 2010
Resources Connection, Inc. 2010 - 2010
Forward Hindsight, Inc. February 2008 - February 2009
RSM McGladrey April 2004 - January 2008
Best Buy April 2001 - April 2002
Skills
Sarbanes-Oxley Act, Risk Management, Internal Audit, Internal Controls, Risk Assessment, SAS70, Management Consulting, Sarbanes-Oxley, Analysis, Management, Team Building, Business Development, Information Security, Financial Analysis, Business Process..., Strategic Planning, Training
Education
University of the Witwatersrand 1977 — 1983
Bachelor of Commerce, Business Finance, Taxation, Business Information Systems & Commercial Law
University of South Africa/Universiteit van Suid-Afrika
Honors Bachelor of Accounting Science, Accounting, Auditing, Taxation, Business Information Systems
Mishkay Inc March 2009 - Present
Resources Connection, Inc. 2010 - 2010
Resources Connection, Inc. 2010 - 2010
Forward Hindsight, Inc. February 2008 - February 2009
RSM McGladrey April 2004 - January 2008
Best Buy April 2001 - April 2002
Skills
Sarbanes-Oxley Act, Risk Management, Internal Audit, Internal Controls, Risk Assessment, SAS70, Management Consulting, Sarbanes-Oxley, Analysis, Management, Team Building, Business Development, Information Security, Financial Analysis, Business Process..., Strategic Planning, Training
Education
University of the Witwatersrand 1977 — 1983
Bachelor of Commerce, Business Finance, Taxation, Business Information Systems & Commercial Law
University of South Africa/Universiteit van Suid-Afrika
Honors Bachelor of Accounting Science, Accounting, Auditing, Taxation, Business Information Systems
Matt Kohlbek, CPA's RSM McGladrey Experience May 2009 - August 2009
Job Senior Financial Analyst at Honeywell
Industry Accounting
Experience
Honeywell September 2014 - Present
Honeywell January 2013 - September 2014
Honeywell January 2011 - January 2013
McGladrey & Pullen January 2010 - January 2011
University of Nebraska at Omaha August 2005 - December 2009
United States Air Force June 2009 - October 2009
RSM McGladrey May 2009 - August 2009
University of Nebraska at Omaha August 2008 - June 2009
Skills
Auditing, Accounting, Tax, Financial Reporting, Internal Audit, Internal Controls, Financial Accounting, GAAP, Financial Analysis, Finance, Tax Accounting, US GAAP, Tax Preparation, Income Tax, Hyperion Enterprise, QuickBooks, Hyperion Planning, SAP, Hyperion, Forecasting
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.8
LHS 2002 — 2005
Honeywell September 2014 - Present
Honeywell January 2013 - September 2014
Honeywell January 2011 - January 2013
McGladrey & Pullen January 2010 - January 2011
University of Nebraska at Omaha August 2005 - December 2009
United States Air Force June 2009 - October 2009
RSM McGladrey May 2009 - August 2009
University of Nebraska at Omaha August 2008 - June 2009
Skills
Auditing, Accounting, Tax, Financial Reporting, Internal Audit, Internal Controls, Financial Accounting, GAAP, Financial Analysis, Finance, Tax Accounting, US GAAP, Tax Preparation, Income Tax, Hyperion Enterprise, QuickBooks, Hyperion Planning, SAP, Hyperion, Forecasting
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.8
LHS 2002 — 2005
Lili Solsky, MBA's RSM McGladrey Experience May 2008 - August 2008
Job Global Revenue Accountant at Yahoo!
Industry Accounting
Experience
Yahoo January 2014 - Present
Berger & O'Toole CPAs, L.L.C. August 2012 - January 2014
McGladrey November 2010 - July 2012
Berger & O'Toole CPAs, L.L.C. January 2009 - December 2010
RSM McGladrey May 2008 - August 2008
Kathol PC CPA January 2007 - May 2008
Skills
Accounting, Audit, Tax Preparation, Accountants, QuickBooks, Financial Statements, US GAAP, Financial Analysis, Internal Controls, Payroll, Bookkeeping, Microsoft Excel, Sarbanes-Oxley Act, General Ledger, Caseware, IDEA, Auditing, Income Tax
Education
University of Nebraska at Omaha 2009 — 2010
MBA
University of Nebraska at Omaha 2004 — 2008
Accounting
Yahoo January 2014 - Present
Berger & O'Toole CPAs, L.L.C. August 2012 - January 2014
McGladrey November 2010 - July 2012
Berger & O'Toole CPAs, L.L.C. January 2009 - December 2010
RSM McGladrey May 2008 - August 2008
Kathol PC CPA January 2007 - May 2008
Skills
Accounting, Audit, Tax Preparation, Accountants, QuickBooks, Financial Statements, US GAAP, Financial Analysis, Internal Controls, Payroll, Bookkeeping, Microsoft Excel, Sarbanes-Oxley Act, General Ledger, Caseware, IDEA, Auditing, Income Tax
Education
University of Nebraska at Omaha 2009 — 2010
MBA
University of Nebraska at Omaha 2004 — 2008
Accounting
Lise Mason's RSM McGladrey Experience 1995 - 1996
Job Business Analyst
Industry Information Technology and Services
Experience
UniCarriers Americas Corporation December 2013 - Present
Novix Network Specialists, Inc. September 1997 - June 2013
Captive Resources, LLC July 2000 - May 2013
SBC 2000 - 2002
Carter & Burgess 1997 - 2002
Ameritech 1996 - 2001
Terasys 1996 - 1997
RSM McGladrey 1995 - 1996
The Waldec Group 1993 - 1995
FUTONS, ETC. Management Corporation 1992 - 1993
Skills
Lotus Notes, Lotus Domino, Blackberry Enterprise..., Windows, Software Consulting, Lotus Traveler, Strategic Planning, Server Administration, Networking Software, Business Analysis, Servers, Networking, Software Documentation, Active Directory, Help Desk Support, Integration, System Administration, Requirements Gathering, Application Lifecycle..., Technical Training, Information Technology, Windows Server, IT Management, CRM, Disaster Recovery, VMware, Virtualization, VMware Infrastructure, SDLC, Sametime, LotusScript, Cluster, LDAP, AIX, Solaris, SMTP, ITIL, Operating Systems, Data Center, IT Strategy, Windows 7, Management
Education
University of South Florida 1985 — 1991
BA, Management Information Systems
UniCarriers Americas Corporation December 2013 - Present
Novix Network Specialists, Inc. September 1997 - June 2013
Captive Resources, LLC July 2000 - May 2013
SBC 2000 - 2002
Carter & Burgess 1997 - 2002
Ameritech 1996 - 2001
Terasys 1996 - 1997
RSM McGladrey 1995 - 1996
The Waldec Group 1993 - 1995
FUTONS, ETC. Management Corporation 1992 - 1993
Skills
Lotus Notes, Lotus Domino, Blackberry Enterprise..., Windows, Software Consulting, Lotus Traveler, Strategic Planning, Server Administration, Networking Software, Business Analysis, Servers, Networking, Software Documentation, Active Directory, Help Desk Support, Integration, System Administration, Requirements Gathering, Application Lifecycle..., Technical Training, Information Technology, Windows Server, IT Management, CRM, Disaster Recovery, VMware, Virtualization, VMware Infrastructure, SDLC, Sametime, LotusScript, Cluster, LDAP, AIX, Solaris, SMTP, ITIL, Operating Systems, Data Center, IT Strategy, Windows 7, Management
Education
University of South Florida 1985 — 1991
BA, Management Information Systems
Diane Kuhlmann's RSM McGladrey Experience 2001 - 2011
Job Faculty at DePaul University MST Program
Industry Professional Training & Coaching
Experience
DePaul University January 2012 - Present
RSM McGladrey 2001 - 2011
Thomson West 1998 - 2001
Skills
Leadership Development, Tax, Organizational..., Organizational..., Succession Planning, Nonprofits, Instructional Design, Management Consulting, Career Development, Executive Coaching, Workshop Facilitation, Staff Development, Mergers & Acquisitions, MBTI, Adult Education, Consulting, E-Learning, Talent Management, Strategic Planning, Training Delivery, Employee Benefits, Employee Training, Blended Learning, Training
Education
University of Minnesota-Twin Cities
Doctor of Philosophy (PhD), Human Resource Development
University of Minnesota-Twin Cities 1983 — 1987
MBT, Taxation
University of Minnesota-Twin Cities 1970 — 1974
B.A., Political Science
DePaul University January 2012 - Present
RSM McGladrey 2001 - 2011
Thomson West 1998 - 2001
Skills
Leadership Development, Tax, Organizational..., Organizational..., Succession Planning, Nonprofits, Instructional Design, Management Consulting, Career Development, Executive Coaching, Workshop Facilitation, Staff Development, Mergers & Acquisitions, MBTI, Adult Education, Consulting, E-Learning, Talent Management, Strategic Planning, Training Delivery, Employee Benefits, Employee Training, Blended Learning, Training
Education
University of Minnesota-Twin Cities
Doctor of Philosophy (PhD), Human Resource Development
University of Minnesota-Twin Cities 1983 — 1987
MBT, Taxation
University of Minnesota-Twin Cities 1970 — 1974
B.A., Political Science
David Weber, CPA's RSM McGladrey Experience January 2006 - April 2006
Job Corporate Controller
Industry Accounting
Experience
Harrison Truck Centers March 2015 - Present
record-usa June 2014 - March 2015
Wells Fargo August 2013 - May 2014
McGladrey & Pullen August 2009 - August 2013
McGladrey & Pullen July 2007 - August 2009
RSM McGladrey January 2006 - April 2006
AEGON January 2005 - August 2005
Skills
Loans, Investments, Accounting, Tax, Finance, Financial Analysis, Auditing, CPA, External Audit, Real Estate, Internal Audit, Banking, Assurance, Financial Accounting, Due Diligence, Financial Statements, Mortgage Lending, General Ledger, Budgets, Risk Management, Financial Audits, QuickBooks, Strategic Financial..., Account Reconciliation, Commercial Real Estate, Financial Services, Cash Flow, Microsoft Excel, Analysis, Financial Reporting, Leadership, Internal Controls, US GAAP, Management, Customer Service, Strategic Planning
Education
University of Northern Iowa 2002 — 2007
Bachelor's, Accounting, Real Estate, Finance
Dowling High School 1999 — 2002
High school diploma, General Studies
Harrison Truck Centers March 2015 - Present
record-usa June 2014 - March 2015
Wells Fargo August 2013 - May 2014
McGladrey & Pullen August 2009 - August 2013
McGladrey & Pullen July 2007 - August 2009
RSM McGladrey January 2006 - April 2006
AEGON January 2005 - August 2005
Skills
Loans, Investments, Accounting, Tax, Finance, Financial Analysis, Auditing, CPA, External Audit, Real Estate, Internal Audit, Banking, Assurance, Financial Accounting, Due Diligence, Financial Statements, Mortgage Lending, General Ledger, Budgets, Risk Management, Financial Audits, QuickBooks, Strategic Financial..., Account Reconciliation, Commercial Real Estate, Financial Services, Cash Flow, Microsoft Excel, Analysis, Financial Reporting, Leadership, Internal Controls, US GAAP, Management, Customer Service, Strategic Planning
Education
University of Northern Iowa 2002 — 2007
Bachelor's, Accounting, Real Estate, Finance
Dowling High School 1999 — 2002
High school diploma, General Studies
Linda Weiner's RSM McGladrey Experience January 2005 - May 2008
Job Vice President, Engagement & Strategic Innovation, NC Community Colleges
Industry Public Relations and Communications
Experience
NC Community Colleges May 2008 - Present
NCEDA 2012 - 2013
RSM McGladrey January 2005 - May 2008
NC Dept. of Commerce 2003 - 2005
NC State University 1994 - 1998
Skills
Economic Development, Non-profits, Strategic Planning, Public Relations, Government, Fundraising, Nonprofits, Business Development, Management, Program Management, Management Consulting, Leadership Development, Project Management, Public Policy, Policy, Public Speaking, Leadership, Entrepreneurship, Grant Writing, Staff Development, Community Outreach, Event Planning, Program Development, Policy Analysis, Politics, Grants, Media Relations, Proposal Writing, Community Development, Social Media, Training, Analysis, Volunteer Management, Team Building, Strategic Communications, Research, Legislative Relations, Political Campaigns, Event Management, Editing, Program Evaluation, Data Analysis, Project Planning, Higher Education, Internal Communications, Press Releases, Workforce Development, Governmental Affairs
Education
UNC Chapel Hill
NC Community Colleges May 2008 - Present
NCEDA 2012 - 2013
RSM McGladrey January 2005 - May 2008
NC Dept. of Commerce 2003 - 2005
NC State University 1994 - 1998
Skills
Economic Development, Non-profits, Strategic Planning, Public Relations, Government, Fundraising, Nonprofits, Business Development, Management, Program Management, Management Consulting, Leadership Development, Project Management, Public Policy, Policy, Public Speaking, Leadership, Entrepreneurship, Grant Writing, Staff Development, Community Outreach, Event Planning, Program Development, Policy Analysis, Politics, Grants, Media Relations, Proposal Writing, Community Development, Social Media, Training, Analysis, Volunteer Management, Team Building, Strategic Communications, Research, Legislative Relations, Political Campaigns, Event Management, Editing, Program Evaluation, Data Analysis, Project Planning, Higher Education, Internal Communications, Press Releases, Workforce Development, Governmental Affairs
Education
UNC Chapel Hill
Jason Henkel's RSM McGladrey Experience 2007 - 2010
Job Manager National Tax Process & Technology
Industry Accounting
Experience
McGladrey 2010 - Present
RSM McGladrey 2007 - 2010
Skills
Tax, CPA, Microsoft Office, Financial Accounting, MS Project, Visio, MS Excel Pivot Tables, Visual Basic, User Guide Creation, Business Analysis, Training, Training Delivery, Business Communications, SharePoint Designer, SharePoint, Tax Software, Corptax, CCH Axcess, Tax Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2007
BSBA, MAC, Business Administration, Accounting
McGladrey 2010 - Present
RSM McGladrey 2007 - 2010
Skills
Tax, CPA, Microsoft Office, Financial Accounting, MS Project, Visio, MS Excel Pivot Tables, Visual Basic, User Guide Creation, Business Analysis, Training, Training Delivery, Business Communications, SharePoint Designer, SharePoint, Tax Software, Corptax, CCH Axcess, Tax Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2007
BSBA, MAC, Business Administration, Accounting
Connie Allsbrook's RSM McGladrey Experience 2004 - 2006
Job Manager, Accounting at Pepsi Bottling Group
Industry Food & Beverages
Experience
Pepsi Beverages Company November 2007 - Present
Goodman & Company November 2006 - November 2007
RSM McGladrey 2004 - 2006
Education
University of North Carolina at Wilmington 2003 — 2004
Masters, Accounting
University of North Carolina at Wilmington 1999 — 2002
BS, Business Administration
Pepsi Beverages Company November 2007 - Present
Goodman & Company November 2006 - November 2007
RSM McGladrey 2004 - 2006
Education
University of North Carolina at Wilmington 2003 — 2004
Masters, Accounting
University of North Carolina at Wilmington 1999 — 2002
BS, Business Administration
Kim K. Werner's RSM McGladrey Experience 2002 - 2005
Job Enterprise Software Sales Executive
Industry Computer Software
Experience
SumTotal Systems, LLC 2014 - Present
Telogis April 2013 - 2014
Mzinga 2010 - April 2013
Cornerstone OnDemand 2007 - 2010
Kronos 2005 - 2007
RSM McGladrey 2002 - 2005
Skills
SaaS, Sales Process, Cloud Computing, Web 2.0, Enterprise Software, Strategic Partnerships, Solution Selling, CRM, Events, Training, Selling, Account Management, Business Intelligence, Salesforce.com, Start-ups, Program Management, Sales Management, Sales Operations, Management, Cross-functional Team..., Strategy, Leadership, Sales, Coaching, Consulting, Software Industry, Direct Sales, Analytics, Lead Generation, Customer Retention, Product Management, Talent Acquisition, Business Development, Professional Services, Integration, Go-to-market Strategy, Cold Calling, New Business Development, Talent Management, Strategic Planning, B2B
Education
University of North Texas 1986 — 1991
Psychology
SumTotal Systems, LLC 2014 - Present
Telogis April 2013 - 2014
Mzinga 2010 - April 2013
Cornerstone OnDemand 2007 - 2010
Kronos 2005 - 2007
RSM McGladrey 2002 - 2005
Skills
SaaS, Sales Process, Cloud Computing, Web 2.0, Enterprise Software, Strategic Partnerships, Solution Selling, CRM, Events, Training, Selling, Account Management, Business Intelligence, Salesforce.com, Start-ups, Program Management, Sales Management, Sales Operations, Management, Cross-functional Team..., Strategy, Leadership, Sales, Coaching, Consulting, Software Industry, Direct Sales, Analytics, Lead Generation, Customer Retention, Product Management, Talent Acquisition, Business Development, Professional Services, Integration, Go-to-market Strategy, Cold Calling, New Business Development, Talent Management, Strategic Planning, B2B
Education
University of North Texas 1986 — 1991
Psychology
Kay Robinson, SPHR's RSM McGladrey Experience October 1994 - April 2009
Job Principal, Robinson HR Consulting
Industry Human Resources
Experience
Robinson HR Consulting May 2009 - Present
UNCW 2009 - Present
RSM McGladrey October 1994 - April 2009
University of North Carolina Wilmington June 1993 - October 1994
Skills
Human Resources, Performance Management, Personnel Management, Training, Labor Relations, HR Consulting, Employee Handbooks, Nonprofits, Public Speaking, Consulting, Start-ups, SPHR
Education
University of Rochester
Masters, Human Resources/Adult Learning
University of Rochester 1967 — 1971
BA, English and Psychology
Robinson HR Consulting May 2009 - Present
UNCW 2009 - Present
RSM McGladrey October 1994 - April 2009
University of North Carolina Wilmington June 1993 - October 1994
Skills
Human Resources, Performance Management, Personnel Management, Training, Labor Relations, HR Consulting, Employee Handbooks, Nonprofits, Public Speaking, Consulting, Start-ups, SPHR
Education
University of Rochester
Masters, Human Resources/Adult Learning
University of Rochester 1967 — 1971
BA, English and Psychology
Jamie Zahasky's RSM McGladrey Experience January 2004 - November 2010
Job RSM McGladrey
Industry Accounting
Experience
RSM McGladrey January 2004 - November 2010
Education
University of Northern Iowa
RSM McGladrey January 2004 - November 2010
Education
University of Northern Iowa
Mike Mulnix's RSM McGladrey Experience March 2005 - February 2008
Job Owner, Linx Solutions Inc
Industry Telecommunications
Experience
Linx Solutions Inc February 2007 - Present
RSM McGladrey March 2005 - February 2008
Evolving Solutions September 2003 - March 2005
MCI May 2002 - September 2003
Qwest Communications January 2001 - May 2002
Communications Engineering Company (CEC) 1996 - 2001
Skills
WAN, RFP, Telecommunications, Managed Services, VoIP, Cloud Computing, Channel, IP, Account Management, Disaster Recovery, Data Center, Contract Negotiations, Strategic Planning, Sales Management, Network Design, Team Building, Negotiation, Consultative Selling, Customer Service, Troubleshooting, Contract Negotiation, LAN/WAN, MPLS, Budgeting, Security, Solution Selling, Call Center, Wireless, PBX, Contract Management, B2B, Integration, Selling, Mergers, Fiber, Telephony, Cisco, Auditing, Cisco Technologies, Sales, Management, Strategy, Direct Sales, Unified Communications, Networking, Strategic Partnerships, Professional Services
Education
University of Northern Iowa 1983 — 1987
Public Relations / Marketing
Linx Solutions Inc February 2007 - Present
RSM McGladrey March 2005 - February 2008
Evolving Solutions September 2003 - March 2005
MCI May 2002 - September 2003
Qwest Communications January 2001 - May 2002
Communications Engineering Company (CEC) 1996 - 2001
Skills
WAN, RFP, Telecommunications, Managed Services, VoIP, Cloud Computing, Channel, IP, Account Management, Disaster Recovery, Data Center, Contract Negotiations, Strategic Planning, Sales Management, Network Design, Team Building, Negotiation, Consultative Selling, Customer Service, Troubleshooting, Contract Negotiation, LAN/WAN, MPLS, Budgeting, Security, Solution Selling, Call Center, Wireless, PBX, Contract Management, B2B, Integration, Selling, Mergers, Fiber, Telephony, Cisco, Auditing, Cisco Technologies, Sales, Management, Strategy, Direct Sales, Unified Communications, Networking, Strategic Partnerships, Professional Services
Education
University of Northern Iowa 1983 — 1987
Public Relations / Marketing
Tommy Joyner's RSM McGladrey Experience Senior Tax AccountantPAETEC CommunicationsAugust 2005 - November 2007
Job Senior Associate at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey Senior Tax AccountantPAETEC CommunicationsAugust 2005 - November 2007
Education
University of North Carolina at Wilmington 1997 — 2000
B.S. Accountancy, Accountancy
RSM McGladrey Senior Tax AccountantPAETEC CommunicationsAugust 2005 - November 2007
Education
University of North Carolina at Wilmington 1997 — 2000
B.S. Accountancy, Accountancy
Jay Geppert's RSM McGladrey Experience March 2007 - Present
Job Internal Audit Associate at RSM McGladrey
Industry Financial Services
Experience
RSM McGladrey March 2007 - Present
SW IBM Employees FCU / Your Federal Credit Union February 1999 - February 2007
Education
University of North Texas 1992 — 1997
Bachelor of Science
RSM McGladrey March 2007 - Present
SW IBM Employees FCU / Your Federal Credit Union February 1999 - February 2007
Education
University of North Texas 1992 — 1997
Bachelor of Science
Rick Marko, CPA, CIA's RSM McGladrey Experience January 2005 - December 2005
Job Treasurer and Business Manager at Minnesota South District
Industry Accounting
Experience
St. Paul Public Schools June 2012 - May 2014
St. Paul Public Schools November 2010 - June 2012
Digital River, Inc. October 2006 - July 2009
St. Paul Travelers December 2005 - October 2006
RSM McGladrey January 2005 - December 2005
The Toro Company March 2004 - January 2005
Holy Emmanuel Lutheran Church May 2001 - March 2004
NRG Energy August 1998 - May 2001
NRG Energy/Cogeneration Corporation of America August 1996 - August 1998
Control Data Systems, Inc. February 1996 - August 1996
Skills
Internal Audit, Process Improvement, Acquisition Analysis, Acquisition Integration, Financial Reporting, Financial Analysis, Staff Management, Accounting, Risk Management, Analysis, Business Valuation, Sarbanes-Oxley Act, Corporate Governance, Forecasting, Accounts Receivable, SEC filings, Business Process..., Due Diligence, General Ledger, Mergers, Auditing
Education
University of Minnesota-Twin Cities
Bachelor of Science, Accounting
St. Paul Public Schools June 2012 - May 2014
St. Paul Public Schools November 2010 - June 2012
Digital River, Inc. October 2006 - July 2009
St. Paul Travelers December 2005 - October 2006
RSM McGladrey January 2005 - December 2005
The Toro Company March 2004 - January 2005
Holy Emmanuel Lutheran Church May 2001 - March 2004
NRG Energy August 1998 - May 2001
NRG Energy/Cogeneration Corporation of America August 1996 - August 1998
Control Data Systems, Inc. February 1996 - August 1996
Skills
Internal Audit, Process Improvement, Acquisition Analysis, Acquisition Integration, Financial Reporting, Financial Analysis, Staff Management, Accounting, Risk Management, Analysis, Business Valuation, Sarbanes-Oxley Act, Corporate Governance, Forecasting, Accounts Receivable, SEC filings, Business Process..., Due Diligence, General Ledger, Mergers, Auditing
Education
University of Minnesota-Twin Cities
Bachelor of Science, Accounting
Eric Hoctel's RSM McGladrey Experience 2000 - 2005
Job HSEQ Manager at Interplastic Corporation
Industry Chemicals
Experience
Interplastic Corporation 2011 - Present
Andre Corporation 2005 - 2011
RSM McGladrey 2000 - 2005
Education
University of Notre Dame 1996 — 1999
BS, Chemical Engineer
Interplastic Corporation 2011 - Present
Andre Corporation 2005 - 2011
RSM McGladrey 2000 - 2005
Education
University of Notre Dame 1996 — 1999
BS, Chemical Engineer
Johanna Carlton's RSM McGladrey Experience January 2009 - January 2010
Job Senior Tax Accountant at Krueger & Associates
Industry Accounting
Experience
Krueger & Associates Senior Tax AccountantMiller, Cooper & Co., Ltd.2010 - May 2011
RSM McGladrey January 2009 - January 2010
True Partners Consulting 2007 - 2009
GRANT THORNTON 2005 - 2006
GRANT THORNTON 2005 - 2005
Skills
Tax Research, Corporate Tax
Education
University of South Florida 2001 — 2004
bs, accounting
Krueger & Associates Senior Tax AccountantMiller, Cooper & Co., Ltd.2010 - May 2011
RSM McGladrey January 2009 - January 2010
True Partners Consulting 2007 - 2009
GRANT THORNTON 2005 - 2006
GRANT THORNTON 2005 - 2005
Skills
Tax Research, Corporate Tax
Education
University of South Florida 2001 — 2004
bs, accounting
Clay De Wan's RSM McGladrey Experience June 2004 - January 2009
Job Senior Accountant/Manager of Accounting and Analysis at Digirad
Industry Accounting
Experience
Digirad November 2013 - November 2014
Proven, Inc. December 2012 - October 2013
Sharp HealthCare December 2011 - July 2012
A. V. Arias & Company April 2010 - September 2011
Confidential June 2009 - October 2009
RSM McGladrey June 2004 - January 2009
KPMG June 2002 - June 2004
Arthur Andersen, LLP December 1999 - June 2002
Katie Downs 1992 - 1993
Skills
Accounting, Auditing, Assurance, Financial Reporting, Compilation, Audit, Tax, Compliance, Internal Controls, Risk, Manufacturing, SOX, Budgeting, US GAAP, Income Tax, Non-profits, Preparation, Planning, Tax Services, Business Advisory, Tax Returns, Corporate Tax, Technical Accounting, SEC reporting, Testing, Accounting Standards, Risk Management, FASB
Education
University of South Florida 1994 — 1999
Masters, Accounting
Digirad November 2013 - November 2014
Proven, Inc. December 2012 - October 2013
Sharp HealthCare December 2011 - July 2012
A. V. Arias & Company April 2010 - September 2011
Confidential June 2009 - October 2009
RSM McGladrey June 2004 - January 2009
KPMG June 2002 - June 2004
Arthur Andersen, LLP December 1999 - June 2002
Katie Downs 1992 - 1993
Skills
Accounting, Auditing, Assurance, Financial Reporting, Compilation, Audit, Tax, Compliance, Internal Controls, Risk, Manufacturing, SOX, Budgeting, US GAAP, Income Tax, Non-profits, Preparation, Planning, Tax Services, Business Advisory, Tax Returns, Corporate Tax, Technical Accounting, SEC reporting, Testing, Accounting Standards, Risk Management, FASB
Education
University of South Florida 1994 — 1999
Masters, Accounting
Tammy Gasiorowski's RSM McGladrey Experience 2001 - 2006
Job Chief Financial Officer at Worldwide Certification Services
Industry Aviation & Aerospace
Experience
Worldwide Certification Services May 2010 - Present
Kotzin Valuation Partners January 2007 - November 2010
RSM McGladrey 2001 - 2006
Education
University of Phoenix 1996 — 1999
B.S., Business Administration
Worldwide Certification Services May 2010 - Present
Kotzin Valuation Partners January 2007 - November 2010
RSM McGladrey 2001 - 2006
Education
University of Phoenix 1996 — 1999
B.S., Business Administration
Barbara Imboden's RSM McGladrey Experience 1992 - 1996
Job Senior Financial Professional
Industry Financial Services
Experience
Masterworks Museum of Bermuda Art September 2007 - March 2008
Wachovia, A Wells Fargo Company 2002 - 2006
BDO Seidman, LLP 2000 - 2001
Arthur Andersen LLP 1998 - 2000
RSM McGladrey 1992 - 1996
KPMG 1988 - 1992
Skills
Finance, Mergers & Acquisitions, Financial Analysis, Analysis, Management, Strategy, Accounting, Auditing, Valuation, Internal Controls
Education
Wake Forest University 2000 — 2002
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1984 — 1988
BS, Accounting
Masterworks Museum of Bermuda Art September 2007 - March 2008
Wachovia, A Wells Fargo Company 2002 - 2006
BDO Seidman, LLP 2000 - 2001
Arthur Andersen LLP 1998 - 2000
RSM McGladrey 1992 - 1996
KPMG 1988 - 1992
Skills
Finance, Mergers & Acquisitions, Financial Analysis, Analysis, Management, Strategy, Accounting, Auditing, Valuation, Internal Controls
Education
Wake Forest University 2000 — 2002
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1984 — 1988
BS, Accounting
Dennis Anderson's RSM McGladrey Experience 2003 - 2006
Job Experienced HR & Compensation Consultant
Industry Management Consulting
Experience
Anderson & Associates 2011 - Present
MRA, The Management Association 2007 - 2011
RSM McGladrey 2003 - 2006
Arthur Andersen 1994 - 2001
Human Resource Center 1985 - 1990
Mobil Chemical, General Foods & Sara Lee 1978 - 1985
Skills
Executive Pay, Human Resources, HR Consulting, Incentives, Strategic HR, Performance Measurement..., NFP Executive..., Organization Analysis..., Workforce Planning, Project Management, Strategy, Human Capital
Education
University of Oregon 1977 — 1978
MSLIR, Labor & Industrial Relations
University of Minnesota-Twin Cities 1975 — 1977
BA, Speech Communications
University of Minnesota-Twin Cities 1969 — 1973
BSB, Business Administration
Anderson & Associates 2011 - Present
MRA, The Management Association 2007 - 2011
RSM McGladrey 2003 - 2006
Arthur Andersen 1994 - 2001
Human Resource Center 1985 - 1990
Mobil Chemical, General Foods & Sara Lee 1978 - 1985
Skills
Executive Pay, Human Resources, HR Consulting, Incentives, Strategic HR, Performance Measurement..., NFP Executive..., Organization Analysis..., Workforce Planning, Project Management, Strategy, Human Capital
Education
University of Oregon 1977 — 1978
MSLIR, Labor & Industrial Relations
University of Minnesota-Twin Cities 1975 — 1977
BA, Speech Communications
University of Minnesota-Twin Cities 1969 — 1973
BSB, Business Administration
Al Schroeder's RSM McGladrey Experience September 2003 - September 2009
Job Owner at Big River Networx LLC
Industry Computer Networking
Experience
Big River Networx LLC January 2010 - Present
RSM McGladrey September 2003 - September 2009
Skills
Network Design, Citrix, VMware, Project Management, Virtualization, Disaster Recovery, Microsoft Exchange, Information Technology, Data Center, Integration, Vendor Management, Security, Windows Server, Active Directory, Help Desk Support, IT Management
Education
University of Wisconsin-Platteville 2004 — 2009
Masters, Project Management
University of Northern Iowa 1984 — 1989
BA, Marketing
Big River Networx LLC January 2010 - Present
RSM McGladrey September 2003 - September 2009
Skills
Network Design, Citrix, VMware, Project Management, Virtualization, Disaster Recovery, Microsoft Exchange, Information Technology, Data Center, Integration, Vendor Management, Security, Windows Server, Active Directory, Help Desk Support, IT Management
Education
University of Wisconsin-Platteville 2004 — 2009
Masters, Project Management
University of Northern Iowa 1984 — 1989
BA, Marketing
Craig Busch's RSM McGladrey Experience 1990 - 1998
Job Regional Controller at NFP
Industry Computer Software
Experience
NFP December 2013 - Present
Tropical Foods (Tropical Nut & Fruit) March 2012 - October 2013
Source Technologies 2004 - 2012
AAC Real Estate Services 2002 - 2003
Bank of America 2001 - 2002
Radiator Specialty Company 1999 - 2001
Hartwell Industries, Inc 1998 - 1999
RSM McGladrey 1990 - 1998
Skills
GAAP, Financial Analysis, Forecasting, Financial Reporting, Accounting, Microsoft Office, Internal Controls, Financial Accounting, Process Improvement, Variance Analysis, Cash Flow, Revenue Recognition, Budgeting, Consolidation, Audit, Great Plains, IFRS, Financial Planning, Strategic Planning, Managerial Finance, Budgets, Finance, Sarbanes-Oxley Act, Cost Accounting, US GAAP, Accounts Receivable, Cash Management, CPA, SEC filings, General Ledger, Auditing, Management, Mergers & Acquisitions, Financial Modeling
Education
University of Northern Iowa 1986 — 1990
BS, Accounting
NFP December 2013 - Present
Tropical Foods (Tropical Nut & Fruit) March 2012 - October 2013
Source Technologies 2004 - 2012
AAC Real Estate Services 2002 - 2003
Bank of America 2001 - 2002
Radiator Specialty Company 1999 - 2001
Hartwell Industries, Inc 1998 - 1999
RSM McGladrey 1990 - 1998
Skills
GAAP, Financial Analysis, Forecasting, Financial Reporting, Accounting, Microsoft Office, Internal Controls, Financial Accounting, Process Improvement, Variance Analysis, Cash Flow, Revenue Recognition, Budgeting, Consolidation, Audit, Great Plains, IFRS, Financial Planning, Strategic Planning, Managerial Finance, Budgets, Finance, Sarbanes-Oxley Act, Cost Accounting, US GAAP, Accounts Receivable, Cash Management, CPA, SEC filings, General Ledger, Auditing, Management, Mergers & Acquisitions, Financial Modeling
Education
University of Northern Iowa 1986 — 1990
BS, Accounting
Jennifer Fong's RSM McGladrey Experience February 2003 - December 2007
Job Tax Director at CNM LLP
Industry Accounting
Experience
CNM LLP February 2014 - Present
WTAS June 2010 - February 2014
True Partners Consulting January 2008 - March 2010
RSM McGladrey February 2003 - December 2007
Deloitte &
Arthur Andersen September 2000 - May 2002
Education
University of Southern California 1996 — 2000
B.S., Accounting
CNM LLP February 2014 - Present
WTAS June 2010 - February 2014
True Partners Consulting January 2008 - March 2010
RSM McGladrey February 2003 - December 2007
Deloitte &
Arthur Andersen September 2000 - May 2002
Education
University of Southern California 1996 — 2000
B.S., Accounting
Paul Knight's RSM McGladrey Experience January 2006 - Present
Job Director, Private Equity Services at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey January 2006 - Present
Deloitte January 2001 - January 2006
Skills
Financial Analysis, Valuation, Financial Reporting, Financial Modeling, Investment Banking, Corporate Finance, Business Planning, Business Valuation, Investments, Finance
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS), Finance/Marketing
The Peddie School 1979 — 1982
RSM McGladrey January 2006 - Present
Deloitte January 2001 - January 2006
Skills
Financial Analysis, Valuation, Financial Reporting, Financial Modeling, Investment Banking, Corporate Finance, Business Planning, Business Valuation, Investments, Finance
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS), Finance/Marketing
The Peddie School 1979 — 1982