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
Cynthia Truong Cynthia Truong's RSM McGladrey Experience September 2008 - April 2011
Job Tax Accountant at Capell Rudolph
Industry Accounting
Experience
FFO December 2013 - Present
Glass Jacobson Group July 2011 - December 2013
RSM McGladrey September 2008 - April 2011
Olivet International June 2007 - August 2008
Skills
Datafaction, Prosystems, Microsoft Excel, Microsoft Word, Outlook, Cantonese, Mandarin, PowerPoint, Lacerte, Bookkeeping, Payroll, Tour Accounting, Tax Preparation, Tax, QuickBooks, BNA
Education
California State Polytechnic University-Pomona 2003 — 2008
Accounting
FFO December 2013 - Present
Glass Jacobson Group July 2011 - December 2013
RSM McGladrey September 2008 - April 2011
Olivet International June 2007 - August 2008
Skills
Datafaction, Prosystems, Microsoft Excel, Microsoft Word, Outlook, Cantonese, Mandarin, PowerPoint, Lacerte, Bookkeeping, Payroll, Tour Accounting, Tax Preparation, Tax, QuickBooks, BNA
Education
California State Polytechnic University-Pomona 2003 — 2008
Accounting
Chad Hoekstra Chad Hoekstra's RSM McGladrey Experience 1997 - 2002
Job Owner, HDH Advisors LLC
Industry Financial Services
Experience
HDH Advisors, LLC January 2007 - Present
RSM McGladrey 1997 - 2002
McGladrey & Pullen 1994 - 2002
Skills
Business Valuation, Financial Analysis, Mergers, Accounting, Valuation, Tax, Financial Reporting, Forensic Accounting, CPA, Financial Modeling, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Private Equity, Auditing, Investments, Corporate Finance, Small Business, Finance, Restructuring, Financial Advisory, Venture Capital, Asset Management, Estate Planning, Corporate Governance, Executive Management
Education
Central College 1990 — 1994
BA Accounting
HDH Advisors, LLC January 2007 - Present
RSM McGladrey 1997 - 2002
McGladrey & Pullen 1994 - 2002
Skills
Business Valuation, Financial Analysis, Mergers, Accounting, Valuation, Tax, Financial Reporting, Forensic Accounting, CPA, Financial Modeling, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Private Equity, Auditing, Investments, Corporate Finance, Small Business, Finance, Restructuring, Financial Advisory, Venture Capital, Asset Management, Estate Planning, Corporate Governance, Executive Management
Education
Central College 1990 — 1994
BA Accounting
Eran Mark Netkin Eran Mark Netkin's RSM McGladrey Experience June 2006 - January 2007
Job Accounting Professional
Industry Accounting
Experience
Parameds.com October 2013 - Present
The Marcal Group LLC November 2011 - October 2013
TechFinance Advisory LLC November 2011 - January 2012
Pearl Street Capital LLC September 2011 - November 2011
Platinum HRM January 2008 - August 2011
MP Realty Group May 2007 - January 2008
Alliance Time November 2006 - February 2007
RSM McGladrey June 2006 - January 2007
Impeccable Accounting Services LLC June 2006 - June 2006
Skills
ERP Implementations, ERP Software, Financial Reporting, Financial Analysis, Financial Modeling, New Business Development, Business Analysis, Budgeting, US GAAP, Accounting, Accounts Payable, Tax Compliance, Business Intelligence, Cognos, Microsoft Office, Excel, Quickbooks, QuickBooks, Lacerte, IT Outsourcing, Start-ups, Account Reconciliation, Reconciliations, Microsoft Excel, Budgets, Accounts Receivable, Invoicing, Payroll Taxes, Analysis, Payroll, GAAP, Management, Auditing, Outlook, Bookkeeping, Financial Statements, Internal Controls, Cost Accounting, Cash Management, Bank Reconciliation, Account Management, Project Planning, Project Management, Journal Entries, Leadership, Entrepreneurship, Process Engineering, Strategic Planning
Education
City University of New York-Brooklyn College 2005 — 2009
BS, Accounting/Business Management & Finance
Parameds.com October 2013 - Present
The Marcal Group LLC November 2011 - October 2013
TechFinance Advisory LLC November 2011 - January 2012
Pearl Street Capital LLC September 2011 - November 2011
Platinum HRM January 2008 - August 2011
MP Realty Group May 2007 - January 2008
Alliance Time November 2006 - February 2007
RSM McGladrey June 2006 - January 2007
Impeccable Accounting Services LLC June 2006 - June 2006
Skills
ERP Implementations, ERP Software, Financial Reporting, Financial Analysis, Financial Modeling, New Business Development, Business Analysis, Budgeting, US GAAP, Accounting, Accounts Payable, Tax Compliance, Business Intelligence, Cognos, Microsoft Office, Excel, Quickbooks, QuickBooks, Lacerte, IT Outsourcing, Start-ups, Account Reconciliation, Reconciliations, Microsoft Excel, Budgets, Accounts Receivable, Invoicing, Payroll Taxes, Analysis, Payroll, GAAP, Management, Auditing, Outlook, Bookkeeping, Financial Statements, Internal Controls, Cost Accounting, Cash Management, Bank Reconciliation, Account Management, Project Planning, Project Management, Journal Entries, Leadership, Entrepreneurship, Process Engineering, Strategic Planning
Education
City University of New York-Brooklyn College 2005 — 2009
BS, Accounting/Business Management & Finance
Ashley (Heath) Sly Ashley (Heath) Sly's RSM McGladrey Experience November 2009 - October 2012
Job Supervisor at McGowen, Hurst, Clark & Smith, P.C.
Industry Accounting
Experience
McGowen, Hurst, Clark & Smith, P.C. July 2015 - Present
McGowen, Hurst, Clark & Smith, P.C. September 2013 - June 2015
Belin McCormick, P.C. September 2012 - September 2013
RSM McGladrey November 2009 - October 2012
First Federal Iowa July 2009 - October 2009
Wells Fargo Financial May 2008 - September 2008
Avera Health January 2008 - January 2008
Farley's & Sathers Candy Company June 2006 - September 2007
Skills
Manufacturing, Property Tax, Warehousing, ProSystem fx Tax, Tax, CPA, Accounts Payable, Tax Returns, Financial Reporting, Accounting, GAAP, Auditing, Financial Accounting, General Ledger, Financial Analysis
Education
Buena Vista University 2005 — 2009
Bachelor of Arts, Double Major in Accounting & Finance
Sioux Valley-Round Lake-Brewster High School 1992 — 2005
McGowen, Hurst, Clark & Smith, P.C. July 2015 - Present
McGowen, Hurst, Clark & Smith, P.C. September 2013 - June 2015
Belin McCormick, P.C. September 2012 - September 2013
RSM McGladrey November 2009 - October 2012
First Federal Iowa July 2009 - October 2009
Wells Fargo Financial May 2008 - September 2008
Avera Health January 2008 - January 2008
Farley's & Sathers Candy Company June 2006 - September 2007
Skills
Manufacturing, Property Tax, Warehousing, ProSystem fx Tax, Tax, CPA, Accounts Payable, Tax Returns, Financial Reporting, Accounting, GAAP, Auditing, Financial Accounting, General Ledger, Financial Analysis
Education
Buena Vista University 2005 — 2009
Bachelor of Arts, Double Major in Accounting & Finance
Sioux Valley-Round Lake-Brewster High School 1992 — 2005
Rob Hawkinson Rob Hawkinson's RSM McGladrey Experience 1998 - 2004
Job One Walgreens Integration Program
Industry Retail
Experience
Walgreens August 2008 - Present
Walgreens 2005 - 2008
RSM McGladrey 1998 - 2004
City of Indianapolis 1996 - 1998
Skills
Strategic Planning, Process Improvement, Financial Analysis, Forecasting, Financial Modeling, Change Management, Strategy, Business Planning, Business Strategy, Business Process..., Management Consulting, Business Process, Finance, Start-ups, New Business Development, Project Management, Management, Business Development, Program Management, Project Planning, Business Transformation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance
Butler University - College of Business Administration
MS, Finance
Walgreens August 2008 - Present
Walgreens 2005 - 2008
RSM McGladrey 1998 - 2004
City of Indianapolis 1996 - 1998
Skills
Strategic Planning, Process Improvement, Financial Analysis, Forecasting, Financial Modeling, Change Management, Strategy, Business Planning, Business Strategy, Business Process..., Management Consulting, Business Process, Finance, Start-ups, New Business Development, Project Management, Management, Business Development, Program Management, Project Planning, Business Transformation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance
Butler University - College of Business Administration
MS, Finance
Patrick Feng, CPA Patrick Feng, CPA's RSM McGladrey Experience 1999 - 2002
Job Experience Audit Executive | Risk Management | Internal Controls | SOX | ITGC
Industry Electrical/Electronic Manufacturing
Experience
Golden State Water Company 2013 - Present
Newport Corporation 2005 - 2013
ADP 2002 - 2005
RSM McGladrey 1999 - 2002
Moss Adams LLP September 1996 - 1998
Michael Manson Accountancy Corp 1993 - 1996
Skills
Accounting, Forecasting, Auditing, SEC filings, Budgets, US GAAP, Management, Internal Controls, Finance, Internal Audit, Mergers & Acquisitions, GAAP, Due Diligence, Process Improvement
Education
California State University-Fullerton - College of Business and Economics 1988 — 1992
BA, Accounting
Golden State Water Company 2013 - Present
Newport Corporation 2005 - 2013
ADP 2002 - 2005
RSM McGladrey 1999 - 2002
Moss Adams LLP September 1996 - 1998
Michael Manson Accountancy Corp 1993 - 1996
Skills
Accounting, Forecasting, Auditing, SEC filings, Budgets, US GAAP, Management, Internal Controls, Finance, Internal Audit, Mergers & Acquisitions, GAAP, Due Diligence, Process Improvement
Education
California State University-Fullerton - College of Business and Economics 1988 — 1992
BA, Accounting
Shelley Adams Drury, CPA, ABV, CVA, CFF Shelley Adams Drury, CPA, ABV, CVA, CFF's RSM McGladrey Experience October 1998 - September 2003
Job Owner at Drury & Associates, LLC
Industry Financial Services
Experience
Drury & Associates, LLC October 2011 - Present
Dock Street Litigation and Valuation, LLC October 2003 - October 2011
RSM McGladrey October 1998 - September 2003
The Boeing Company July 1997 - September 1998
Skills
Accounting, CPA, Partnership Taxation, Tax, IRS, Business Valuation, Litigation Consulting, Financial Reporting, Forensic Accounting, Corporate Fraud..., Litigation, Litigation Preparation, Personal Injury, Litigation Support
Education
Central Washington University 1993 — 1997
Bachechelor of Science, Accounting
Drury & Associates, LLC October 2011 - Present
Dock Street Litigation and Valuation, LLC October 2003 - October 2011
RSM McGladrey October 1998 - September 2003
The Boeing Company July 1997 - September 1998
Skills
Accounting, CPA, Partnership Taxation, Tax, IRS, Business Valuation, Litigation Consulting, Financial Reporting, Forensic Accounting, Corporate Fraud..., Litigation, Litigation Preparation, Personal Injury, Litigation Support
Education
Central Washington University 1993 — 1997
Bachechelor of Science, Accounting
Douglas Turner, CPA's RSM McGladrey Experience April 2010 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
RSM McGladrey April 2010 - Present
PwC September 2007 - April 2010
Skills
Tax Research, GAAP, Internal Controls, Accounting, Tax Accounting, Tax, US GAAP, Auditing, Financial Reporting, Income Tax, Corporate Tax, SEC filings, Big 4, State Tax
Education
Fairfield University 2007 — 2012
MBA, Accounting
Bryant University 2003 — 2007
BS, Accounting
RSM McGladrey April 2010 - Present
PwC September 2007 - April 2010
Skills
Tax Research, GAAP, Internal Controls, Accounting, Tax Accounting, Tax, US GAAP, Auditing, Financial Reporting, Income Tax, Corporate Tax, SEC filings, Big 4, State Tax
Education
Fairfield University 2007 — 2012
MBA, Accounting
Bryant University 2003 — 2007
BS, Accounting
Paul Mahon Paul Mahon's RSM McGladrey Experience October 2000 - October 2011
Job State Street Global Markets / eExchange
Industry Information Technology and Services
Experience
State Street August 2011 - Present
RSM McGladrey October 2000 - October 2011
Edward Isaacs and Company March 1997 - October 2000
ASAP Computer Maintenance September 1995 - March 1997
Skills
Risk Management, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, CISA, Enterprise Risk..., Accounting, Internal Audit, ISO 27001, Financial Analysis, Financial Risk, Financial Accounting, Financial Reporting, Security, Management, Auditing, Information Security, Business Continuity, CISSP, Management Consulting, Governance, SAS70, Internal Controls, Risk Assessment, Information Security..., COBIT, PCI DSS, Business Process..., Information Technology, IT Strategy, Operational Risk...
Education
Queensborough Community College 1990 — 1994
Computer Engineering and Technology
FINRA General Securities Representative Examination
Series 7, Series 63
Charter Oak State College
Business Administration
State Street August 2011 - Present
RSM McGladrey October 2000 - October 2011
Edward Isaacs and Company March 1997 - October 2000
ASAP Computer Maintenance September 1995 - March 1997
Skills
Risk Management, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, CISA, Enterprise Risk..., Accounting, Internal Audit, ISO 27001, Financial Analysis, Financial Risk, Financial Accounting, Financial Reporting, Security, Management, Auditing, Information Security, Business Continuity, CISSP, Management Consulting, Governance, SAS70, Internal Controls, Risk Assessment, Information Security..., COBIT, PCI DSS, Business Process..., Information Technology, IT Strategy, Operational Risk...
Education
Queensborough Community College 1990 — 1994
Computer Engineering and Technology
FINRA General Securities Representative Examination
Series 7, Series 63
Charter Oak State College
Business Administration
Michelle Gallop Michelle Gallop's RSM McGladrey Experience November 2010 - May 2011
Job Sales Coordinator at WFF
Industry Nonprofit Organization Management
Experience
WFF January 2012 - Present
RSM McGladrey November 2010 - May 2011
Benefit Partners October 2004 - November 2010
KPMG US February 1999 - October 2004
Skills
Sales, Management, Microsoft Office, Training, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Customer Service, Marketing Communications, Budgets, Business Development, Leadership, Strategy, Marketing, Account Management, Human Resources, Change Management, Salesforce.com, Microsoft Excel, Process Improvement, Accounting, New Business Development, Benefits Administration, Project Management
Education
Brookhaven Community College 1992 — 1994
Associate Degree, Business
Lancaster High School, Lancaster, TX 1981 — 1986
Diploma, Business Classes
WFF January 2012 - Present
RSM McGladrey November 2010 - May 2011
Benefit Partners October 2004 - November 2010
KPMG US February 1999 - October 2004
Skills
Sales, Management, Microsoft Office, Training, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Customer Service, Marketing Communications, Budgets, Business Development, Leadership, Strategy, Marketing, Account Management, Human Resources, Change Management, Salesforce.com, Microsoft Excel, Process Improvement, Accounting, New Business Development, Benefits Administration, Project Management
Education
Brookhaven Community College 1992 — 1994
Associate Degree, Business
Lancaster High School, Lancaster, TX 1981 — 1986
Diploma, Business Classes
Robert Stern, JD, CFP® Robert Stern, JD, CFP®'s RSM McGladrey Experience December 2000 - April 2003
Job Wealth Strategist JP Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Chase & Co. February 2015 - Present
Fidelity Investments April 2010 - February 2015
Aviva USA October 2008 - April 2010
New York Life Insurance Co. April 2003 - October 2008
RSM McGladrey December 2000 - April 2003
UBS Wealth Management 1999 - 2000
The Ayco Company, L.P. June 1998 - December 1999
Eagle & Fein June 1996 - June 1998
Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services
Education
Brooklyn Law School 1993 — 1996
College of the Holy Cross 1987 — 1991
BA, Economics
Xavier High School 1983 — 1987
HS Diploma
JPMorgan Chase & Co. February 2015 - Present
Fidelity Investments April 2010 - February 2015
Aviva USA October 2008 - April 2010
New York Life Insurance Co. April 2003 - October 2008
RSM McGladrey December 2000 - April 2003
UBS Wealth Management 1999 - 2000
The Ayco Company, L.P. June 1998 - December 1999
Eagle & Fein June 1996 - June 1998
Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services
Education
Brooklyn Law School 1993 — 1996
College of the Holy Cross 1987 — 1991
BA, Economics
Xavier High School 1983 — 1987
HS Diploma
Christine Acosta Christine Acosta's RSM McGladrey Experience May 2006 - June 2011
Job Director Internal Audit at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
LPL Financial June 2011 - November 2013
RSM McGladrey May 2006 - June 2011
Franklin Templeton Investments April 2002 - April 2006
U.S. Notes December 2001 - May 2002
Ernst & Young December 1996 - November 2001
Skills
Auditing, Internal Controls, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, GAAP, Management, Process Improvement, Sarbanes-Oxley, Analysis, Risk Assessment, General Ledger, Banking
Education
California State University-Sacramento 1994 — 1996
Business, Accounting
Charles Schwab November 2013 - Present
LPL Financial June 2011 - November 2013
RSM McGladrey May 2006 - June 2011
Franklin Templeton Investments April 2002 - April 2006
U.S. Notes December 2001 - May 2002
Ernst & Young December 1996 - November 2001
Skills
Auditing, Internal Controls, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, GAAP, Management, Process Improvement, Sarbanes-Oxley, Analysis, Risk Assessment, General Ledger, Banking
Education
California State University-Sacramento 1994 — 1996
Business, Accounting
Michael Silvio, CPA Michael Silvio, CPA's RSM McGladrey Experience 1990 - 2007
Job Director of Tax Services at Hall & Company CPAs
Industry Accounting
Experience
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Albert Santos Albert Santos's RSM McGladrey Experience September 2008 - June 2010
Job Mgr. Finance and Acctg
Industry Accounting
Experience
Performance Team September 2011 - Present
RSM McGladrey September 2008 - June 2010
First Consulting Group March 2000 - May 2008
Skills
Department Budgeting, Financial Forecasting, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Knowledge Transfer, Professional Services, Logistics, Management, Financial Accounting, Staff Supervision, Pricing, Business Planning, MBA, Managerial Finance, Business Analysis, Accounting, Finance, Start-ups
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
MBA, Finance
University of Southern California - Marshall School of Business 1993 — 1995
BS, Finance
Performance Team September 2011 - Present
RSM McGladrey September 2008 - June 2010
First Consulting Group March 2000 - May 2008
Skills
Department Budgeting, Financial Forecasting, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Knowledge Transfer, Professional Services, Logistics, Management, Financial Accounting, Staff Supervision, Pricing, Business Planning, MBA, Managerial Finance, Business Analysis, Accounting, Finance, Start-ups
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
MBA, Finance
University of Southern California - Marshall School of Business 1993 — 1995
BS, Finance
Anthony Colletti Anthony Colletti's RSM McGladrey Experience 2001 - 2005
Job President and CEO at Colletti & Associates, Inc.
Industry Real Estate
Experience
Colletti & Associates, Inc. December 2000 - Present
United States Junior Chamber January 2010 - December 2011
Oikos Capital Management January 2006 - June 2010
American Express Tax & Business Services December 2000 - December 2005
RSM McGladrey 2001 - 2005
Wolowicki & Associates October 1999 - December 2000
Brown CPA Group, Ltd. October 1996 - October 1999
Skills
Nonprofits, Small Business, Budgets, Process Improvement, Event Planning, Project Management, Public Speaking, Strategic Planning, Non-profits, Financial Analysis, Fundraising, Volunteer Management, Negotiation, Accounting, Public Relations, Real Estate, Business Development, Leadership Development, Training, Customer Service, New Business Development, Project Planning, Financial Accounting, Social Media, Financial Advisory, Leadership, Team Building, Employee Training, Microsoft Office, Event Management, Financial Reporting, Auditing, Team Leadership, Organizational..., Management, Sales, Contract Negotiation, Change Management, Management Consulting, Analysis, Program Management, Coaching, Microsoft Excel, Business Planning, Business Process..., Sales Management, Government, Account Management, Access, Marketing
Education
Bradley University 1992 — 1996
BS, Accounting
Bradley University 1992 — 1996
Bachelor's degree, Accounting
Colletti & Associates, Inc. December 2000 - Present
United States Junior Chamber January 2010 - December 2011
Oikos Capital Management January 2006 - June 2010
American Express Tax & Business Services December 2000 - December 2005
RSM McGladrey 2001 - 2005
Wolowicki & Associates October 1999 - December 2000
Brown CPA Group, Ltd. October 1996 - October 1999
Skills
Nonprofits, Small Business, Budgets, Process Improvement, Event Planning, Project Management, Public Speaking, Strategic Planning, Non-profits, Financial Analysis, Fundraising, Volunteer Management, Negotiation, Accounting, Public Relations, Real Estate, Business Development, Leadership Development, Training, Customer Service, New Business Development, Project Planning, Financial Accounting, Social Media, Financial Advisory, Leadership, Team Building, Employee Training, Microsoft Office, Event Management, Financial Reporting, Auditing, Team Leadership, Organizational..., Management, Sales, Contract Negotiation, Change Management, Management Consulting, Analysis, Program Management, Coaching, Microsoft Excel, Business Planning, Business Process..., Sales Management, Government, Account Management, Access, Marketing
Education
Bradley University 1992 — 1996
BS, Accounting
Bradley University 1992 — 1996
Bachelor's degree, Accounting
David Primrose's RSM McGladrey Experience June 2007 - August 2007
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
Metal Marker Manufacturing March 2013 - September 2013
Bowling Green State University January 2012 - August 2012
Schicano & Schicano, LLC February 2010 - April 2010
Maloney + Novotny December 2008 - March 2009
RSM McGladrey June 2007 - August 2007
Dickey Grabler Co June 2006 - September 2006
Skills
Financial Analysis, Microsoft Excel, CPA, Auditing, Accounting, QuickBooks, Financial Reporting, Financial Accounting, Internal Controls, Data Analysis, Human Resources, Leadership, Process Improvement, Access, PowerPoint, PeopleSoft, Sarbanes-Oxley Act, General Ledger, GAAP, Finance, Forecasting, Financial Statements, Cost Accounting, US GAAP
Education
Bowling Green State University 2011 — 2012
MBA
Ohio University 2004 — 2009
Bachelor, Business Administration; Accounting
PwC September 2013 - Present
Metal Marker Manufacturing March 2013 - September 2013
Bowling Green State University January 2012 - August 2012
Schicano & Schicano, LLC February 2010 - April 2010
Maloney + Novotny December 2008 - March 2009
RSM McGladrey June 2007 - August 2007
Dickey Grabler Co June 2006 - September 2006
Skills
Financial Analysis, Microsoft Excel, CPA, Auditing, Accounting, QuickBooks, Financial Reporting, Financial Accounting, Internal Controls, Data Analysis, Human Resources, Leadership, Process Improvement, Access, PowerPoint, PeopleSoft, Sarbanes-Oxley Act, General Ledger, GAAP, Finance, Forecasting, Financial Statements, Cost Accounting, US GAAP
Education
Bowling Green State University 2011 — 2012
MBA
Ohio University 2004 — 2009
Bachelor, Business Administration; Accounting
Albert Rodiger's RSM McGladrey Experience 2005 - 2008
Job Vice President of Acquisitions and Development
Industry Real Estate
Experience
The Schochet Companies May 2008 - Present
RSM McGladrey 2005 - 2008
American Express Tax and Business Serivces 1999 - 2005
Commonwealth of Massachusetts Department of Housing and Community Development 1992 - 1999
Massachusetts State Senate 1990 - 1992
Boston Capital 1990 - 1990
Education
Boston University 1988 — 1990
Masters
Boston University 1984 — 1987
B.A.
Middlesex
The Schochet Companies May 2008 - Present
RSM McGladrey 2005 - 2008
American Express Tax and Business Serivces 1999 - 2005
Commonwealth of Massachusetts Department of Housing and Community Development 1992 - 1999
Massachusetts State Senate 1990 - 1992
Boston Capital 1990 - 1990
Education
Boston University 1988 — 1990
Masters
Boston University 1984 — 1987
B.A.
Middlesex
Frank Strueber's RSM McGladrey Experience 2005 - 2007
Job Employee Benefits Thought Leader / Risk Manager . . . . . . . . . . . . PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services 2007 - Present
Maryland Chamber of Commerce November 2014 - Present
RSM McGladrey 2005 - 2007
Huber Oros & Company 1999 - 2005
Crawford, Slevin & Hicks 1986 - 1999
Skills
Health Insurance, Insurance, Disease Management, Wellness, Employee Benefits, Strategic Planning, Predictive Modeling, Risk Management, Compliance, Captives, Disability Insurance, Health Care Reform, Underwriting, Life Insurance, 401k, Program Management, Benefits Administration, Health Savings Accounts, Long-term Care, Executive Pay, Brokers, Workers Compensation, Mergers & Acquisitions, Healthcare
Education
Boston College
PSA Insurance & Financial Services 2007 - Present
Maryland Chamber of Commerce November 2014 - Present
RSM McGladrey 2005 - 2007
Huber Oros & Company 1999 - 2005
Crawford, Slevin & Hicks 1986 - 1999
Skills
Health Insurance, Insurance, Disease Management, Wellness, Employee Benefits, Strategic Planning, Predictive Modeling, Risk Management, Compliance, Captives, Disability Insurance, Health Care Reform, Underwriting, Life Insurance, 401k, Program Management, Benefits Administration, Health Savings Accounts, Long-term Care, Executive Pay, Brokers, Workers Compensation, Mergers & Acquisitions, Healthcare
Education
Boston College
Jessica Hale Feiner, CPA, CIA Jessica Hale Feiner, CPA, CIA's RSM McGladrey Experience January 2000 - July 2000
Job Internal Auditor
Industry Accounting
Experience
Johnson Financial Group September 2012 - Present
Jenkins & Vojtisek, SC February 2012 - September 2012
Johnson Financial Group July 2010 - February 2012
Clifton Gunderson LLP January 2006 - July 2010
RSM McGladrey January 2000 - July 2000
Skills
CPA, Risk Assessment, External Audit, Risk Management, Financial Services, Financial Audits, Fixed Assets, Assurance, General Ledger, Financial Statements, US GAAP, GAAP, Financial Accounting, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Auditing
Education
Carthage College 2002 — 2005
B.A., Business Administration and Accounting
Johnson Financial Group September 2012 - Present
Jenkins & Vojtisek, SC February 2012 - September 2012
Johnson Financial Group July 2010 - February 2012
Clifton Gunderson LLP January 2006 - July 2010
RSM McGladrey January 2000 - July 2000
Skills
CPA, Risk Assessment, External Audit, Risk Management, Financial Services, Financial Audits, Fixed Assets, Assurance, General Ledger, Financial Statements, US GAAP, GAAP, Financial Accounting, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Auditing
Education
Carthage College 2002 — 2005
B.A., Business Administration and Accounting
Josephine Albano Josephine Albano's RSM McGladrey Experience ControllerBerke, Durant & AssociatesAugust 1999 - March 2002
Job SR AP Specialist at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey ControllerBerke, Durant & AssociatesAugust 1999 - March 2002
Education
City University of New York-Brooklyn College 1961 — 1962
Liberal Arts
RSM McGladrey ControllerBerke, Durant & AssociatesAugust 1999 - March 2002
Education
City University of New York-Brooklyn College 1961 — 1962
Liberal Arts
Kathleen ORourke Kathleen ORourke's RSM McGladrey Experience December 2000 - July 2004
Job Catalyst at MorePOWERforWomen
Industry Human Resources
Experience
MorePOWERforWomen April 2014 - Present
Design Centre October 2007 - Present
Now Hiring You, LLC June 2010 - 2012
RSM McGladrey December 2000 - July 2004
HRABC Board of Directors 1998 - 2003
Berke Durant & Associates 1996 - 2000
Medical Therapy 1988 - 1994
Skills
Executive Search, Business Development, Organizational..., Applicant Tracking..., Training, Recruiting, Technical Recruiting, Talent Acquisition, Human Resources, Sourcing, HR Policies, Temporary Placement, Screening Resumes, Payroll, Succession Planning, Management, Employee Relations, Contract Recruitment, Career Counseling, Resume Writing, Employee Benefits, Deferred Compensation, Personnel Management, Permanent Placement, College Recruiting, Job Descriptions, Strategy, Talent Management, Career Development, New Hire Orientations, Employee Engagement, Staffing Services, Benefits Administration, Onboarding, Coaching, Temporary Staffing, Screening, Strategic Sourcing, Performance Management, HRIS, Hiring, Cold Calling, Account Management, Benefits Negotiation, Sales, Recruitment Advertising, Internet Recruiting, Workforce Planning, Interviews, Consulting
Education
Broward College
Business Major
MorePOWERforWomen April 2014 - Present
Design Centre October 2007 - Present
Now Hiring You, LLC June 2010 - 2012
RSM McGladrey December 2000 - July 2004
HRABC Board of Directors 1998 - 2003
Berke Durant & Associates 1996 - 2000
Medical Therapy 1988 - 1994
Skills
Executive Search, Business Development, Organizational..., Applicant Tracking..., Training, Recruiting, Technical Recruiting, Talent Acquisition, Human Resources, Sourcing, HR Policies, Temporary Placement, Screening Resumes, Payroll, Succession Planning, Management, Employee Relations, Contract Recruitment, Career Counseling, Resume Writing, Employee Benefits, Deferred Compensation, Personnel Management, Permanent Placement, College Recruiting, Job Descriptions, Strategy, Talent Management, Career Development, New Hire Orientations, Employee Engagement, Staffing Services, Benefits Administration, Onboarding, Coaching, Temporary Staffing, Screening, Strategic Sourcing, Performance Management, HRIS, Hiring, Cold Calling, Account Management, Benefits Negotiation, Sales, Recruitment Advertising, Internet Recruiting, Workforce Planning, Interviews, Consulting
Education
Broward College
Business Major
Joe Latta, AM.APMP Joe Latta, AM.APMP's RSM McGladrey Experience June 2008 - May 2010
Job Director, Business Writing and Editing
Industry Writing and Editing
Experience
Freestyle Editorial Services January 2013 - Present
TEKsystems January 2011 - January 2013
Clifton Gunderson LLP May 2010 - January 2011
RSM McGladrey June 2008 - May 2010
Clifton Gunderson LLP May 2006 - June 2008
Hydraulic Institute December 2004 - May 2006
various October 2002 - December 2004
Lippincott Williams and Wilkins July 2001 - October 2002
Skills
Editing, Business Development, Document Management, Proposal Writing, Technical Writing, Copy Editing, Writing Skills, Resume Writing, Report Writing, Grant Writing, Team Leadership, Project Coordination, Team Management, Business Communications, Strategic Communications, Software Documentation, Content Development, Analysis, Government, Content Management, Copywriting, Management, Public Speaking, Creative Writing, Non-profits, Program Management, CRM, Publications, Project Management, Leadership, Strategy, Process Improvement, Marketing Communications, Research, Training, Corporate Communications, Strategic Planning, Blogging, RFP, Interviews, Business Process..., Public Relations, Time Management, Consulting, Team Building, Sales, Social Networking, Professional Services
Education
University of California, San Diego 2012 — 2013
Graduate Certificate
Chatham College 2010 — 2013
M.A.
Loyola University Maryland 1997 — 2001
B.A.
Freestyle Editorial Services January 2013 - Present
TEKsystems January 2011 - January 2013
Clifton Gunderson LLP May 2010 - January 2011
RSM McGladrey June 2008 - May 2010
Clifton Gunderson LLP May 2006 - June 2008
Hydraulic Institute December 2004 - May 2006
various October 2002 - December 2004
Lippincott Williams and Wilkins July 2001 - October 2002
Skills
Editing, Business Development, Document Management, Proposal Writing, Technical Writing, Copy Editing, Writing Skills, Resume Writing, Report Writing, Grant Writing, Team Leadership, Project Coordination, Team Management, Business Communications, Strategic Communications, Software Documentation, Content Development, Analysis, Government, Content Management, Copywriting, Management, Public Speaking, Creative Writing, Non-profits, Program Management, CRM, Publications, Project Management, Leadership, Strategy, Process Improvement, Marketing Communications, Research, Training, Corporate Communications, Strategic Planning, Blogging, RFP, Interviews, Business Process..., Public Relations, Time Management, Consulting, Team Building, Sales, Social Networking, Professional Services
Education
University of California, San Diego 2012 — 2013
Graduate Certificate
Chatham College 2010 — 2013
M.A.
Loyola University Maryland 1997 — 2001
B.A.
Julie Nicolai Kokes Julie Nicolai Kokes's RSM McGladrey Experience September 2004 - January 2006
Job Senior Software Consultant
Industry Information Technology and Services
Experience
Wolters Kluwer Tax & Accounting US March 2015 - Present
Realize CPA, LLP February 2013 - March 2015
CCH, a Wolters Kluwer business November 2006 - February 2013
Nicolai Accounting Consultants January 2006 - December 2012
California State University, Fullerton August 2006 - February 2007
RSM McGladrey September 2004 - January 2006
Deloitte. 2003 - 2004
WTAS July 2002 - August 2003
Andersen December 2000 - July 2002
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MS, Accounting
University of California, Davis
BA, Economics
Wolters Kluwer Tax & Accounting US March 2015 - Present
Realize CPA, LLP February 2013 - March 2015
CCH, a Wolters Kluwer business November 2006 - February 2013
Nicolai Accounting Consultants January 2006 - December 2012
California State University, Fullerton August 2006 - February 2007
RSM McGladrey September 2004 - January 2006
Deloitte. 2003 - 2004
WTAS July 2002 - August 2003
Andersen December 2000 - July 2002
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MS, Accounting
University of California, Davis
BA, Economics
Dale Divers, CPA MST Dale Divers, CPA MST's RSM McGladrey Experience 2003 - 2007
Job Director, State & Local Tax
Industry Accounting
Experience
Grant Thornton LLP May 2007 - June 2010
RSM McGladrey 2003 - 2007
Price Waterhouse Coopers 1998 - 2003
Coopers & Lybrand 1997 - 1998
Hughes Electronics 1992 - 1997
Arthur Andersen 1988 - 1992
Skills
State Tax Planning, Tax Research, State Tax, Tax, Auditing, Tax Advisory, Sales Tax, SEC filings, Tax Law, Internal Controls, Mergers & Acquisitions, Tax Accounting, Partnership Taxation, FIN 48
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
MST, Taxation
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Accounting
Grant Thornton LLP May 2007 - June 2010
RSM McGladrey 2003 - 2007
Price Waterhouse Coopers 1998 - 2003
Coopers & Lybrand 1997 - 1998
Hughes Electronics 1992 - 1997
Arthur Andersen 1988 - 1992
Skills
State Tax Planning, Tax Research, State Tax, Tax, Auditing, Tax Advisory, Sales Tax, SEC filings, Tax Law, Internal Controls, Mergers & Acquisitions, Tax Accounting, Partnership Taxation, FIN 48
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
MST, Taxation
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Accounting
Shelia Martin Hill Shelia Martin Hill's RSM McGladrey Experience 1997 - 1999
Job Office Leader/Tax Professional at H&R Block
Industry Accounting
Experience
H&R Block Tax ProfessionalH&R Block1993 - 2009
RSM McGladrey 1997 - 1999
Skills
Tax Preparation, Small Business..., Payroll Taxes, Computer Literate
Education
Buena Vista University 1989 — 1991
Bachelor of Accounting, Accounting
North Iowa Area Community College 1980 — 1982
Associate of Science in Business, Accounting, Computer Programming
H&R Block Tax ProfessionalH&R Block1993 - 2009
RSM McGladrey 1997 - 1999
Skills
Tax Preparation, Small Business..., Payroll Taxes, Computer Literate
Education
Buena Vista University 1989 — 1991
Bachelor of Accounting, Accounting
North Iowa Area Community College 1980 — 1982
Associate of Science in Business, Accounting, Computer Programming
Paul Karam, CFA Paul Karam, CFA's RSM McGladrey Experience 2010 - 2011
Job Investment Banking Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey 2014 - Present
Piper Jaffray 2012 - 2014
Wasatch Funds 2011 - 2012
University of Notre Dame Investment Office 2011 - 2012
RSM McGladrey 2010 - 2011
RSM McGladrey 2008 - 2010
FMV Opinions 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Due Diligence, Forecasting, Mergers, Equities, Investments, Research, Portfolio Management, Asset Management, Credit Analysis, Securities, Market Research, Investment Banking, Business Valuation, Financial Markets, Corporate Finance, Accounting, Bloomberg, Fixed Income, Excel, Equity Research
Education
University of Notre Dame 2011 — 2012
MBA, Investments & Corporate Finance
California State Polytechnic University-Pomona 2003 — 2006
Bachelors of Science, Business Administration, Finance, Real Estate & Law
Sunny Hills High School 1999 — 2003
Houlihan Lokey 2014 - Present
Piper Jaffray 2012 - 2014
Wasatch Funds 2011 - 2012
University of Notre Dame Investment Office 2011 - 2012
RSM McGladrey 2010 - 2011
RSM McGladrey 2008 - 2010
FMV Opinions 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Due Diligence, Forecasting, Mergers, Equities, Investments, Research, Portfolio Management, Asset Management, Credit Analysis, Securities, Market Research, Investment Banking, Business Valuation, Financial Markets, Corporate Finance, Accounting, Bloomberg, Fixed Income, Excel, Equity Research
Education
University of Notre Dame 2011 — 2012
MBA, Investments & Corporate Finance
California State Polytechnic University-Pomona 2003 — 2006
Bachelors of Science, Business Administration, Finance, Real Estate & Law
Sunny Hills High School 1999 — 2003
Jill Mildenhall Jill Mildenhall's RSM McGladrey Experience October 2009 - August 2011
Job Tax Associate at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey October 2009 - August 2011
PetSmart January 2006 - May 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MAC, Accounting
Brigham Young University 2000 — 2005
RSM McGladrey October 2009 - August 2011
PetSmart January 2006 - May 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MAC, Accounting
Brigham Young University 2000 — 2005
Nicole Tackett Nicole Tackett's RSM McGladrey Experience January 2008 - March 2009
Job at
Industry Accounting
Experience
Novogradac & Company LLP January 2014 - Present
Avery Dennison January 2010 - Present
RSM McGladrey January 2008 - March 2009
RSM McGladrey January 2006 - January 2008
Skills
Financial Statements, Financial Reporting, QuickBooks, Tax, Internal Controls, CPA, PeopleSoft, Auditing
Education
Cleveland State University 2009 — 2012
Master, Accountancy
Bowling Green State University 2001 — 2005
Bachelor of Science, Accounting
Novogradac & Company LLP January 2014 - Present
Avery Dennison January 2010 - Present
RSM McGladrey January 2008 - March 2009
RSM McGladrey January 2006 - January 2008
Skills
Financial Statements, Financial Reporting, QuickBooks, Tax, Internal Controls, CPA, PeopleSoft, Auditing
Education
Cleveland State University 2009 — 2012
Master, Accountancy
Bowling Green State University 2001 — 2005
Bachelor of Science, Accounting
Brent D. Rose Brent D. Rose's RSM McGladrey Experience 2008 - 2009
Job Creative Business, Estate & Tax Attorney helping Protect & Grow the most Valuable Assets of Businesses & Families
Industry Legal Services
Experience
Brent D. Rose, M. P. Acctg. (Tax), J.D., Attorney at Law 2011 - Present
FERRUZZO & FERRUZZO, LLP 2010 - 2011
MarcumStonefield, a division of Marcum LLP 2009 - 2010
Attorneys Trust Services 2005 - 2010
RSM McGladrey 2008 - 2009
Jeffery, Corrigan & Shaw LLP 2005 - 2007
Fiducial 2002 - 2005
World Financial Group (WFG) 1999 - 2002
Brent D. Rose, P.C. 1991 - 2002
Estate Planning Institute, LC 1999 - 2001
Skills
Estate Planning, Trusts, Estate Tax Planning, Tax, Wills, Tax Law, LLC, Retirement Planning, High Net Worth..., Tax Research, Small Business, Powers of Attorney, Tax Preparation, Gift Tax, Real Estate, Insurance, Estate Administration, Investments, Business Planning, Business Transactions, Succession Planning, Real Estate Transactions, Employee Benefits, Financial Planning, Income Tax, Elder Law, Tax Returns, Business Formation, Partnership Taxation, BNA, CCH, RIA, LEXIS &..., Brentmark, CCH,..., Gifts, Business Organization, Succession, Probate, Asset Protection, Non-profits, Tax Compliance, Wealth Management, Special Needs Planning, Retirement, IRA's, Charities, Long Term Care, Charitable Giving, Annuities, Tax Controversy, Wealth
Education
Brigham Young University—J. Reuben Clark Law School 1987 — 1990
J.D., Law
Weber State University 1986 — 1987
Masters of Professional Accountancy, Tax, Accounting
Weber State University 1981 — 1986
B.A., Accounting, Management
Brent D. Rose, M. P. Acctg. (Tax), J.D., Attorney at Law 2011 - Present
FERRUZZO & FERRUZZO, LLP 2010 - 2011
MarcumStonefield, a division of Marcum LLP 2009 - 2010
Attorneys Trust Services 2005 - 2010
RSM McGladrey 2008 - 2009
Jeffery, Corrigan & Shaw LLP 2005 - 2007
Fiducial 2002 - 2005
World Financial Group (WFG) 1999 - 2002
Brent D. Rose, P.C. 1991 - 2002
Estate Planning Institute, LC 1999 - 2001
Skills
Estate Planning, Trusts, Estate Tax Planning, Tax, Wills, Tax Law, LLC, Retirement Planning, High Net Worth..., Tax Research, Small Business, Powers of Attorney, Tax Preparation, Gift Tax, Real Estate, Insurance, Estate Administration, Investments, Business Planning, Business Transactions, Succession Planning, Real Estate Transactions, Employee Benefits, Financial Planning, Income Tax, Elder Law, Tax Returns, Business Formation, Partnership Taxation, BNA, CCH, RIA, LEXIS &..., Brentmark, CCH,..., Gifts, Business Organization, Succession, Probate, Asset Protection, Non-profits, Tax Compliance, Wealth Management, Special Needs Planning, Retirement, IRA's, Charities, Long Term Care, Charitable Giving, Annuities, Tax Controversy, Wealth
Education
Brigham Young University—J. Reuben Clark Law School 1987 — 1990
J.D., Law
Weber State University 1986 — 1987
Masters of Professional Accountancy, Tax, Accounting
Weber State University 1981 — 1986
B.A., Accounting, Management
Bobbe Hirsh Bobbe Hirsh's RSM McGladrey Experience 1988 - 1993
Job Managing Member at Hirsh & Associates, LLC
Industry Law Practice
Experience
Hirsh & Associates, LLC January 2011 - Present
Skarzynski Black LLC January 2011 - Present
Lipscomb, Brady & Eisenberg, PL April 2010 - February 2011
K&L Gates LLP (formerly Bell, Boyd & Lloyd) April 2006 - April 2010
Bell, Boyd & Lloyd 2006 - 2009
Lord, Bissell & Brook LLP 1993 - 2006
RSM McGladrey 1988 - 1993
Cadwalader, Wickersham & Taft LLP 1985 - 1988
PepsiCo, Inc. 1984 - 1985
Baker & McKenzie 1980 - 1984
Skills
Arbitration, Commercial Litigation, Corporate Law, Intellectual Property, International Tax..., Litigation, Tax Law, International Tax, Tax, Dispute Resolution, Appeals, Due Diligence, Mergers & Acquisitions, Cross-border..., Corporate Tax, Corporate Governance, Joint Ventures, Legal Research, Finance, Management, Civil Litigation, Private Equity
Education
Harvard Law School 1977 — 1980
JD, cum laude
University of Denver - Daniels College of Business 1973 — 1975
MSBA, MBA plus MS accounting
Brown University 1970 — 1974
AB, Political Science
Miami Beach Sr High 1969 — 1970
Hirsh & Associates, LLC January 2011 - Present
Skarzynski Black LLC January 2011 - Present
Lipscomb, Brady & Eisenberg, PL April 2010 - February 2011
K&L Gates LLP (formerly Bell, Boyd & Lloyd) April 2006 - April 2010
Bell, Boyd & Lloyd 2006 - 2009
Lord, Bissell & Brook LLP 1993 - 2006
RSM McGladrey 1988 - 1993
Cadwalader, Wickersham & Taft LLP 1985 - 1988
PepsiCo, Inc. 1984 - 1985
Baker & McKenzie 1980 - 1984
Skills
Arbitration, Commercial Litigation, Corporate Law, Intellectual Property, International Tax..., Litigation, Tax Law, International Tax, Tax, Dispute Resolution, Appeals, Due Diligence, Mergers & Acquisitions, Cross-border..., Corporate Tax, Corporate Governance, Joint Ventures, Legal Research, Finance, Management, Civil Litigation, Private Equity
Education
Harvard Law School 1977 — 1980
JD, cum laude
University of Denver - Daniels College of Business 1973 — 1975
MSBA, MBA plus MS accounting
Brown University 1970 — 1974
AB, Political Science
Miami Beach Sr High 1969 — 1970
Noah Rasmussen Noah Rasmussen's RSM McGladrey Experience May 2000 - March 2004
Job Director Global Compensation at Sealed Air Corporation
Industry Chemicals
Experience
Kohl's Department Stores May 2015 - Present
Sealed Air Corporation October 2011 - May 2015
Diversey, Inc. November 2008 - September 2011
JohnsonDiversey August 2006 - October 2008
JohnsonDiversey August 2005 - July 2006
JohnsonDiversey April 2004 - July 2005
RSM McGladrey May 2000 - March 2004
Milliman & Robertson May 1999 - April 2000
Skills
Global Compensation, PeopleSoft, Process Improvement, HRIS, Human Resources, Leadership, Management, Compensation, HR Consulting, Strategy, Deferred Compensation, Compensation & Benefit, New Hire Orientations, Leadership Development, Team Building, Analysis, Incentive Programs, Executive Pay, Compensation Structures, Personnel Management, Job Evaluation, Payroll, Organizational Design, Training, Employee Training, SAP, Applicant Tracking..., Vendor Management, Strategic Sourcing
Education
Carroll University 1996 — 2000
BS, Accounting, Mathematics
Kohl's Department Stores May 2015 - Present
Sealed Air Corporation October 2011 - May 2015
Diversey, Inc. November 2008 - September 2011
JohnsonDiversey August 2006 - October 2008
JohnsonDiversey August 2005 - July 2006
JohnsonDiversey April 2004 - July 2005
RSM McGladrey May 2000 - March 2004
Milliman & Robertson May 1999 - April 2000
Skills
Global Compensation, PeopleSoft, Process Improvement, HRIS, Human Resources, Leadership, Management, Compensation, HR Consulting, Strategy, Deferred Compensation, Compensation & Benefit, New Hire Orientations, Leadership Development, Team Building, Analysis, Incentive Programs, Executive Pay, Compensation Structures, Personnel Management, Job Evaluation, Payroll, Organizational Design, Training, Employee Training, SAP, Applicant Tracking..., Vendor Management, Strategic Sourcing
Education
Carroll University 1996 — 2000
BS, Accounting, Mathematics
Laurie Mosebrook Laurie Mosebrook's RSM McGladrey Experience October 2005 - January 2012
Job Director, Technology Advisory Consulting Services at McGladrey & Pullen, LLP
Industry Accounting
Experience
McGladrey, LLP January 2012 - Present
McGladrey 2005 - Present
RSM McGladrey October 2005 - January 2012
American Express Tax & Business Services September 1997 - October 2005
Walpert, Smullian & Blumenthal 1989 - 1997
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Consulting, Business Development, Management Consulting, Business Process..., Accounting, Due Diligence, Mergers & Acquisitions, Financial Reporting, Finance, Process Improvement, Management
Education
APICS 2013 — 2013
SupplyChain Risk Management certification
Bucknell University 1984 — 1988
BS Engineering, Computer Science
McGladrey, LLP January 2012 - Present
McGladrey 2005 - Present
RSM McGladrey October 2005 - January 2012
American Express Tax & Business Services September 1997 - October 2005
Walpert, Smullian & Blumenthal 1989 - 1997
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Consulting, Business Development, Management Consulting, Business Process..., Accounting, Due Diligence, Mergers & Acquisitions, Financial Reporting, Finance, Process Improvement, Management
Education
APICS 2013 — 2013
SupplyChain Risk Management certification
Bucknell University 1984 — 1988
BS Engineering, Computer Science
Beau Lagniappe La Point Beau Lagniappe La Point's RSM McGladrey Experience March 1996 - January 2000
Job The most valuable and reliable title insurance executive in Colorado.
Industry Real Estate
Experience
Chicago Title of Colorado, Inc. October 2005 - Present
LandAmerica Commonwealth 2000 - 2005
RSM McGladrey March 1996 - January 2000
Hershey State Bank February 1994 - June 1996
Hershey Agency February 1994 - June 1996
Skills
Title Companies, Real Estate, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Financing, Title Insurance, Real Estate Negotiation, REO, Home, Loans, Refinance, Realty, Brokers, Foreclosures, Short Sales, First Time Home Buyers, Investment Properties, First Time Buyers, ABR, Residential, GRI, CRS, Condos, Buyer Representation, e-PRO, Land, Relocation, New Home Sales, Listings, Single Family Homes, Selling, Buying, Mortgage, Resale, Investors, Home Marketing, Real Estate Development, Townhomes, Distressed Property, SFR, Luxury, Income Properties, Investments, Buyer Representative, Dispositions, Mortgage Lending, Buyers, Residential Homes, sellers
Education
Chadron State College 1988 — 1992
Bachelor of Arts, Double composite majors in Marketing and Management, with emphasis in Finance
Chicago Title of Colorado, Inc. October 2005 - Present
LandAmerica Commonwealth 2000 - 2005
RSM McGladrey March 1996 - January 2000
Hershey State Bank February 1994 - June 1996
Hershey Agency February 1994 - June 1996
Skills
Title Companies, Real Estate, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Financing, Title Insurance, Real Estate Negotiation, REO, Home, Loans, Refinance, Realty, Brokers, Foreclosures, Short Sales, First Time Home Buyers, Investment Properties, First Time Buyers, ABR, Residential, GRI, CRS, Condos, Buyer Representation, e-PRO, Land, Relocation, New Home Sales, Listings, Single Family Homes, Selling, Buying, Mortgage, Resale, Investors, Home Marketing, Real Estate Development, Townhomes, Distressed Property, SFR, Luxury, Income Properties, Investments, Buyer Representative, Dispositions, Mortgage Lending, Buyers, Residential Homes, sellers
Education
Chadron State College 1988 — 1992
Bachelor of Arts, Double composite majors in Marketing and Management, with emphasis in Finance
Lonny Rodriguez Lonny Rodriguez's RSM McGladrey Experience 2003 - 2005
Job Financial Executive Controller/CFO with broad experience seeking next opportunity
Industry Accounting
Experience
Lonny Rodriguez, Independent Consultant December 2012 - Present
Resources Global Professionals June 2011 - November 2012
ALPASE, INC. November 2008 - April 2011
Fisker Automotive 2010 - 2011
Fisker Automotive 2010 - 2011
RoseRyan August 2006 - November 2008
Lonny Rodriguez, Inc. March 2003 - July 2006
RSM McGladrey 2003 - 2005
TROY Group, Inc. July 2000 - February 2003
Reliance Steel & Aluminum Co. February 1999 - June 2000
Skills
Financial Reporting, Accounting, Internal Controls, Internal Audit, GAAP, Consolidation, Process Improvement, Management Consulting, Business Process..., Cost Accounting, Manufacturing, Cash Flow, Acquisition Integration, General Ledger, Sarbanes-Oxley Act, Workshop Facilitation, ERP, QuickBooks, Finance, Budgets, Start-ups, Strategy, Managerial Finance, Auditing, Sarbanes-Oxley, Cash Management, SEC filings, Leadership, Mergers & Acquisitions, Change Management, Due Diligence, CPA, Financial Analysis, Financial Modeling
Education
California State University-Long Beach - College of Business Administration
BS, Accounting
Lonny Rodriguez, Independent Consultant December 2012 - Present
Resources Global Professionals June 2011 - November 2012
ALPASE, INC. November 2008 - April 2011
Fisker Automotive 2010 - 2011
Fisker Automotive 2010 - 2011
RoseRyan August 2006 - November 2008
Lonny Rodriguez, Inc. March 2003 - July 2006
RSM McGladrey 2003 - 2005
TROY Group, Inc. July 2000 - February 2003
Reliance Steel & Aluminum Co. February 1999 - June 2000
Skills
Financial Reporting, Accounting, Internal Controls, Internal Audit, GAAP, Consolidation, Process Improvement, Management Consulting, Business Process..., Cost Accounting, Manufacturing, Cash Flow, Acquisition Integration, General Ledger, Sarbanes-Oxley Act, Workshop Facilitation, ERP, QuickBooks, Finance, Budgets, Start-ups, Strategy, Managerial Finance, Auditing, Sarbanes-Oxley, Cash Management, SEC filings, Leadership, Mergers & Acquisitions, Change Management, Due Diligence, CPA, Financial Analysis, Financial Modeling
Education
California State University-Long Beach - College of Business Administration
BS, Accounting
Brianne Boettner Brianne Boettner's RSM McGladrey Experience July 2005 - August 2008
Job Controller, Secondary Markets at Best Buy
Industry Retail
Experience
Best Buy January 2011 - Present
Best Buy January 2010 - January 2011
Best Buy April 2009 - January 2010
RSM McGladrey July 2005 - August 2008
Skills
Internal Controls, Financial Reporting, Finance, Financial Analysis, Forecasting, Accounting, Sarbanes-Oxley Act, Process Improvement, Microsoft Excel, Microsoft Word, Auditing, Internal Audit, PowerPoint, Access, Financial Accounting, Compliance, SharePoint, Executive Reporting, Budgets, Retail, Budgeting, SOX, Excel, Word, Problem Solving, SharePoint Designer, Reverse Logistics
Education
Concordia College 2001 — 2005
BA, Accounting, French, International Business
Boston College 2004 — 2004
Study Abroad Program, Accounting/Finance
Best Buy January 2011 - Present
Best Buy January 2010 - January 2011
Best Buy April 2009 - January 2010
RSM McGladrey July 2005 - August 2008
Skills
Internal Controls, Financial Reporting, Finance, Financial Analysis, Forecasting, Accounting, Sarbanes-Oxley Act, Process Improvement, Microsoft Excel, Microsoft Word, Auditing, Internal Audit, PowerPoint, Access, Financial Accounting, Compliance, SharePoint, Executive Reporting, Budgets, Retail, Budgeting, SOX, Excel, Word, Problem Solving, SharePoint Designer, Reverse Logistics
Education
Concordia College 2001 — 2005
BA, Accounting, French, International Business
Boston College 2004 — 2004
Study Abroad Program, Accounting/Finance
Mike Iberl's RSM McGladrey Experience June 2008 - November 2011
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey November 2011 - Present
RSM McGladrey June 2008 - November 2011
Deloitte Tax LLP June 2006 - June 2008
Deloitte May 2004 - June 2006
Skills
Individual Taxation, Partnership Taxation, Corporate Tax, Tax, High Net Worth..., Tax Returns, Income Tax, Tax Accounting, CPA, Tax Research, US Tax, ProSystem fx Tax, FIN 48
Education
Butler University 2000 — 2004
Bachelors of Science, Accounting
Maine South High School 1996 — 2000
McGladrey November 2011 - Present
RSM McGladrey June 2008 - November 2011
Deloitte Tax LLP June 2006 - June 2008
Deloitte May 2004 - June 2006
Skills
Individual Taxation, Partnership Taxation, Corporate Tax, Tax, High Net Worth..., Tax Returns, Income Tax, Tax Accounting, CPA, Tax Research, US Tax, ProSystem fx Tax, FIN 48
Education
Butler University 2000 — 2004
Bachelors of Science, Accounting
Maine South High School 1996 — 2000
David W. Krout David W. Krout's RSM McGladrey Experience 1995 - 2000
Job Managing Partner, ClientFirst Technology Consulting
Industry Information Technology and Services
Experience
ClientFirst Technology Consulting 2004 - Present
Crown of Life Lutheran Ministries 2003 - Present
HK Consulting International 2004 - 2008
Agape Technologies, Inc. 2003 - 2004
HTE, Inc January 2000 - 2003
RSM McGladrey 1995 - 2000
Domino's Pizza, Inc. January 1989 - January 1995
Windermere/Highfield & Myers Inc 1986 - 1989
Skills
Finance, Management, Strategic Planning, Consulting, Accounting, Leadership, Business Analysis, Business Process..., Project Management, Business Strategy, Management Consulting, Operations Management, Analysis, Managerial Finance, Budgets, Risk Management
Education
California State University-San Bernardino 1993 — 1995
B.S. Business Administration, Accounting
ClientFirst Technology Consulting 2004 - Present
Crown of Life Lutheran Ministries 2003 - Present
HK Consulting International 2004 - 2008
Agape Technologies, Inc. 2003 - 2004
HTE, Inc January 2000 - 2003
RSM McGladrey 1995 - 2000
Domino's Pizza, Inc. January 1989 - January 1995
Windermere/Highfield & Myers Inc 1986 - 1989
Skills
Finance, Management, Strategic Planning, Consulting, Accounting, Leadership, Business Analysis, Business Process..., Project Management, Business Strategy, Management Consulting, Operations Management, Analysis, Managerial Finance, Budgets, Risk Management
Education
California State University-San Bernardino 1993 — 1995
B.S. Business Administration, Accounting
Charron Kim Robinson Charron Kim Robinson's RSM McGladrey Experience 2002 - 2004
Job Controller Rankin McKenzie Partner
Industry Aviation & Aerospace
Experience
Rankin McKenzie, LLC December 2014 - Present
Rankin McKenzie, LLC May 2013 - Present
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC December 2013 - October 2014
Rankin McKenzie, LLC October 2012 - November 2013
New Phoenix Aerospace 2008 - 2012
Crocodile Creek 2006 - 2007
Kudos Information Inc. 2004 - 2005
RSM McGladrey 2002 - 2004
Skills
Internal Controls, Inventory Accounting, Auditing, Financial Analysis, Budgets, Process Improvement, Business Planning, Forecasting, Finance, Financial Reporting, Financial Accounting, Management, Accounting, Leadership, Strategic Planning, Mergers & Acquisitions
Education
Concordia University
Bachelor of Commerce, Accountancy
John Abbott College
Diploma Collegiate, Accountancy
Rankin McKenzie, LLC December 2014 - Present
Rankin McKenzie, LLC May 2013 - Present
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC December 2013 - October 2014
Rankin McKenzie, LLC October 2012 - November 2013
New Phoenix Aerospace 2008 - 2012
Crocodile Creek 2006 - 2007
Kudos Information Inc. 2004 - 2005
RSM McGladrey 2002 - 2004
Skills
Internal Controls, Inventory Accounting, Auditing, Financial Analysis, Budgets, Process Improvement, Business Planning, Forecasting, Finance, Financial Reporting, Financial Accounting, Management, Accounting, Leadership, Strategic Planning, Mergers & Acquisitions
Education
Concordia University
Bachelor of Commerce, Accountancy
John Abbott College
Diploma Collegiate, Accountancy
Scott L. Scott L.'s RSM McGladrey Experience 2008 - 2009
Job Director of Client Services at Boll | Dittman | Shank, private client services at Northwestern Mutual
Industry Financial Services
Experience
Boll Shank Advisors at Northwestern Mutual January 2014 - Present
The Paradygm Group 2009 - Present
RSM McGladrey 2008 - 2009
Hudson Highland Group 2008 - 2008
BDO Seidman Risk Advisory Services May 2004 - 2007
TransPerfect Translations Inc. 2003 - 2004
Kforce 2003 - 2003
Robert Half 2000 - 2003
LexisNexis 1998 - 2000
LexisNexis 1996 - 1998
Skills
Change Management, Requirements Gathering, Exit Strategies, Data Mapping, Sales Management, Strategic Planning, Non-profits, Customer Relations, Insurance, Accounting, Account Management, Marketing Strategy, Event Planning, Management Consulting, Public Speaking, Social Media, Team Building, Process Improvement, PowerPoint, Contract Negotiation, New Business Development, Coaching, Public Relations, Negotiation, Team Leadership, Social Networking, Administration, Start-ups, Program Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Business Analysis, Leadership, Management, Business Development
Education
Cedarville University 1990 — 1992
BA, Mass Media Communication
Cedarville University 1990 — 1992
Bachelor of Arts (BA), Communications [ Mass Media ]
Boll Shank Advisors at Northwestern Mutual January 2014 - Present
The Paradygm Group 2009 - Present
RSM McGladrey 2008 - 2009
Hudson Highland Group 2008 - 2008
BDO Seidman Risk Advisory Services May 2004 - 2007
TransPerfect Translations Inc. 2003 - 2004
Kforce 2003 - 2003
Robert Half 2000 - 2003
LexisNexis 1998 - 2000
LexisNexis 1996 - 1998
Skills
Change Management, Requirements Gathering, Exit Strategies, Data Mapping, Sales Management, Strategic Planning, Non-profits, Customer Relations, Insurance, Accounting, Account Management, Marketing Strategy, Event Planning, Management Consulting, Public Speaking, Social Media, Team Building, Process Improvement, PowerPoint, Contract Negotiation, New Business Development, Coaching, Public Relations, Negotiation, Team Leadership, Social Networking, Administration, Start-ups, Program Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Business Analysis, Leadership, Management, Business Development
Education
Cedarville University 1990 — 1992
BA, Mass Media Communication
Cedarville University 1990 — 1992
Bachelor of Arts (BA), Communications [ Mass Media ]
Charles Golob Charles Golob's RSM McGladrey Experience 1995 - 2011
Job Senior Tax Manager
Industry Accounting
Experience
CBIZ June 2015 - Present
Windes February 2011 - May 2015
McGladrey 1995 - 2011
RSM McGladrey 1995 - 2011
Skills
Tax Research, Corporate Tax, Tax, CPA, Tax Preparation, Accounting, Partnership Taxation, Income Tax, US GAAP, S Corporations, Tax Accounting, Tax Advisory, Sales Tax, Financial Reporting, Internal Controls, Tax Returns, State Tax, Tax Law, US Tax, GAAP, International Tax, FIN 48, Sarbanes-Oxley Act, FAS109
Education
Golden Gate University 1997 — 2002
MST, Taxation
California State University-San Bernardino - College of Business and Public Administration
B.S., Accounting\Business Administration
CBIZ June 2015 - Present
Windes February 2011 - May 2015
McGladrey 1995 - 2011
RSM McGladrey 1995 - 2011
Skills
Tax Research, Corporate Tax, Tax, CPA, Tax Preparation, Accounting, Partnership Taxation, Income Tax, US GAAP, S Corporations, Tax Accounting, Tax Advisory, Sales Tax, Financial Reporting, Internal Controls, Tax Returns, State Tax, Tax Law, US Tax, GAAP, International Tax, FIN 48, Sarbanes-Oxley Act, FAS109
Education
Golden Gate University 1997 — 2002
MST, Taxation
California State University-San Bernardino - College of Business and Public Administration
B.S., Accounting\Business Administration
David Bequeaith David Bequeaith's RSM McGladrey Experience 1996 - 2003
Job President/Managing Director TIBBequeaith
Industry Banking
Experience
TIB Service Company February 2014 - Present
Bequeaith Banking Solutions, LLC 2005 - January 2014
Sheshunoff Management Services, LLC 2003 - 2005
RSM McGladrey 1996 - 2003
Skills
Banking, Risk Management, Enterprise Risk..., Financial Risk, Risk Assessment, Commercial Banking, Credit, Operational Risk..., Due Diligence, Internal Audit, Auditing, AML, Financial Institutions, Operational Risk, Training, Fraud, Financial Services, Finance, Loans, Credit Risk, Commercial Lending, Credit Analysis, Retail Banking, Internal Controls, Mortgage Lending, Financial Analysis, Mergers & Acquisitions, Executive Management, Financial Modeling, IT Audit, Portfolio Management, Sarbanes-Oxley Act, Cash Management
Education
Keller Graduate School of Management of DeVry University 1992 — 1995
MBA
Central College 1982 — 1986
TIB Service Company February 2014 - Present
Bequeaith Banking Solutions, LLC 2005 - January 2014
Sheshunoff Management Services, LLC 2003 - 2005
RSM McGladrey 1996 - 2003
Skills
Banking, Risk Management, Enterprise Risk..., Financial Risk, Risk Assessment, Commercial Banking, Credit, Operational Risk..., Due Diligence, Internal Audit, Auditing, AML, Financial Institutions, Operational Risk, Training, Fraud, Financial Services, Finance, Loans, Credit Risk, Commercial Lending, Credit Analysis, Retail Banking, Internal Controls, Mortgage Lending, Financial Analysis, Mergers & Acquisitions, Executive Management, Financial Modeling, IT Audit, Portfolio Management, Sarbanes-Oxley Act, Cash Management
Education
Keller Graduate School of Management of DeVry University 1992 — 1995
MBA
Central College 1982 — 1986
John Moeller's RSM McGladrey Experience 2003 - 2007
Job Principal at CliftonLarsonAllen
Industry Computer Networking
Experience
CliftonLarsonAllen January 2013 - Present
CliftonLarsonAllen LLP November 2007 - December 2012
RSM McGladrey 2003 - 2007
Entre Information Systems 1990 - 2000
Skills
CISSP, CEH, Security+, A+, CISA, IT Audit, Disaster Recovery, ECSA, Penetration Testing, Information Security, Security, Network Security, Network Administration, Security Awareness, Vulnerability Assessment
Education
Capella University 2010 — 2012
Bachelor of Science in Information Technology, Information Assurance and Security, 4.0
Indian Hills Community College 1984 — 1986
Associate of Applied Science, Computer Maintenance
CliftonLarsonAllen January 2013 - Present
CliftonLarsonAllen LLP November 2007 - December 2012
RSM McGladrey 2003 - 2007
Entre Information Systems 1990 - 2000
Skills
CISSP, CEH, Security+, A+, CISA, IT Audit, Disaster Recovery, ECSA, Penetration Testing, Information Security, Security, Network Security, Network Administration, Security Awareness, Vulnerability Assessment
Education
Capella University 2010 — 2012
Bachelor of Science in Information Technology, Information Assurance and Security, 4.0
Indian Hills Community College 1984 — 1986
Associate of Applied Science, Computer Maintenance
James Ambrose James Ambrose's RSM McGladrey Experience February 2000 - February 2002
Job Manager of Technical Services / Information System Security Officer at Carroll Hospital a Lifebridge Center
Industry Hospital & Health Care
Experience
Carroll Hospital Center March 2014 - Present
Carroll Hospital Center February 2002 - March 2014
CISO Executive Network 2010 - 2011
Carroll Hospital Center February 2002 - April 2010
RSM McGladrey February 2000 - February 2002
United States Navy June 1987 - July 1992
Skills
Security, Vulnerability Assessment, Information Security..., NIST, Vulnerability Management, CISA, Security Awareness, Security Audits, Network Security, Information Security, VPN, Identity Management, Information Assurance, Intrusion Detection, Governance, PCI DSS, Disaster Recovery, CISSP, Security Architecture..., Application Security, Security+, Security Operations, Business Continuity, Network Architecture, Computer Forensics, Information Technology, Firewalls, ISO 27001, Computer Security, HIPAA, Active Directory, FISMA, IPS, Risk Assessment, Data Security, Network Administration, IDS, CISM, Security Management, Penetration Testing
Education
ITT Technical Institute 2007 — 2009
BS, Information System Security
Catonsville Community College 1993 — 1995
AA, Data Communications
Wyanet
Carroll Hospital Center March 2014 - Present
Carroll Hospital Center February 2002 - March 2014
CISO Executive Network 2010 - 2011
Carroll Hospital Center February 2002 - April 2010
RSM McGladrey February 2000 - February 2002
United States Navy June 1987 - July 1992
Skills
Security, Vulnerability Assessment, Information Security..., NIST, Vulnerability Management, CISA, Security Awareness, Security Audits, Network Security, Information Security, VPN, Identity Management, Information Assurance, Intrusion Detection, Governance, PCI DSS, Disaster Recovery, CISSP, Security Architecture..., Application Security, Security+, Security Operations, Business Continuity, Network Architecture, Computer Forensics, Information Technology, Firewalls, ISO 27001, Computer Security, HIPAA, Active Directory, FISMA, IPS, Risk Assessment, Data Security, Network Administration, IDS, CISM, Security Management, Penetration Testing
Education
ITT Technical Institute 2007 — 2009
BS, Information System Security
Catonsville Community College 1993 — 1995
AA, Data Communications
Wyanet
Deborah Lawrence Deborah Lawrence's RSM McGladrey Experience 2002 - 2006
Job Volunteer
Industry Recreational Facilities and Services
Experience
Fred Wells Tennis and Education Center 2013 - Present
Prime Therapeutics LLC 2008 - 2010
US BioEnergy (now Valero) 2007 - 2008
RSM McGladrey 2002 - 2006
Thrivent Financial (formerly Lutheran Brotherhood) 2000 - 2002
Education Minnesota 1989 - 1999
Skills
Creative Writing, Video Production, Media Relations, Employee Communications, Crisis Management, Publication Management, Social Media, Community Relations, Internal Communications, Marketing Communications, Community Development, Publications, Public Relations, Strategic Communications, Leadership, Corporate Communications, Editing, Press Releases, Strategy, Newsletters, Strategic Planning
Education
Briar Cliff University
Bachelor, Communications and Business Administration
Fred Wells Tennis and Education Center 2013 - Present
Prime Therapeutics LLC 2008 - 2010
US BioEnergy (now Valero) 2007 - 2008
RSM McGladrey 2002 - 2006
Thrivent Financial (formerly Lutheran Brotherhood) 2000 - 2002
Education Minnesota 1989 - 1999
Skills
Creative Writing, Video Production, Media Relations, Employee Communications, Crisis Management, Publication Management, Social Media, Community Relations, Internal Communications, Marketing Communications, Community Development, Publications, Public Relations, Strategic Communications, Leadership, Corporate Communications, Editing, Press Releases, Strategy, Newsletters, Strategic Planning
Education
Briar Cliff University
Bachelor, Communications and Business Administration
Marcel Feldmar Marcel Feldmar's RSM McGladrey Experience November 2006 - Present
Job Musician, Musical Journalist, Royalties Assistant
Industry Music
Experience
Peabo Productions January 2009 - Present
RSM McGladrey November 2006 - Present
Black Kites December 2006 - February 2009
Tower Records November 2005 - November 2006
Education
Capilano University 1999 — 2000
Kerrisdale
UHill
Peabo Productions January 2009 - Present
RSM McGladrey November 2006 - Present
Black Kites December 2006 - February 2009
Tower Records November 2005 - November 2006
Education
Capilano University 1999 — 2000
Kerrisdale
UHill
Avi Shafar Avi Shafar's RSM McGladrey Experience November 1999 - October 2001
Job SVP of Finance at Simulmedia
Industry Marketing and Advertising
Experience
Simulmedia June 2011 - Present
Broadband Enterprises September 2008 - March 2011
I.D. Systems, Inc. June 2005 - September 2008
Cadogan Management LLC October 2004 - June 2005
EisnerAmper LLP October 2001 - October 2004
RSM McGladrey November 1999 - October 2001
Skills
SEC filings, Mergers, Mergers & Acquisitions, Start-ups, Accounting, Online Advertising, Management, Financial Reporting, Advertising, Financial Analysis, Finance, Sarbanes-Oxley Act, Leadership, Human Resources, Program Management, Auditing, US GAAP, Analytics, Digital Media, Networking, Internal Controls, Strategic Partnerships
Education
City University of New York-Brooklyn College 1995 — 1999
bs, accounting
Simulmedia June 2011 - Present
Broadband Enterprises September 2008 - March 2011
I.D. Systems, Inc. June 2005 - September 2008
Cadogan Management LLC October 2004 - June 2005
EisnerAmper LLP October 2001 - October 2004
RSM McGladrey November 1999 - October 2001
Skills
SEC filings, Mergers, Mergers & Acquisitions, Start-ups, Accounting, Online Advertising, Management, Financial Reporting, Advertising, Financial Analysis, Finance, Sarbanes-Oxley Act, Leadership, Human Resources, Program Management, Auditing, US GAAP, Analytics, Digital Media, Networking, Internal Controls, Strategic Partnerships
Education
City University of New York-Brooklyn College 1995 — 1999
bs, accounting
Ron Starzinski Ron Starzinski's RSM McGladrey Experience January 2005 - March 2007
Job Director of Lean Six Sigma Projects at Borrego Health
Industry Information Technology and Services
Experience
Borrego Health September 2015 - Present
Borrego Community Health Foundation July 2012 - Present
Self Employed December 2011 - July 2013
Self-employed February 2011 - April 2012
Websense Inc. March 2009 - February 2011
Viejas 2007 - 2008
RSM McGladrey January 2005 - March 2007
Skills
GLBA, CISA, IT Audit, Sarbanes-Oxley Act, ISO 27001, Risk Management, Information Security, Process Improvement, Risk Assessment, HIPAA, Business Analysis, Auditing, Internal Audit, System Administration, Data Privacy, Active Directory, Analysis, System Monitoring, SDLC, Microsoft Office
Education
California State University - Dominguez Hills 2010 — 2014
Master of Science - Quality Assurance (in progress):, Quality Management; Lean Six Sigma for IT; Quality in Education, > 3.5
University of Saint Thomas 1999 — 2000
'Executive' Master of Business Administration, Information Technology Software and Engineering, Certificate
University of Minnesota-Twin Cities 1970 — 1993
BA + Graduate Certificate, Philosophy; Science and Quantitative Methods, 3.45 BA, 4.0 post-graduate
Brown College 1979 — 1980
Associate of Science, Computer Programming, 4.0
Borrego Health September 2015 - Present
Borrego Community Health Foundation July 2012 - Present
Self Employed December 2011 - July 2013
Self-employed February 2011 - April 2012
Websense Inc. March 2009 - February 2011
Viejas 2007 - 2008
RSM McGladrey January 2005 - March 2007
Skills
GLBA, CISA, IT Audit, Sarbanes-Oxley Act, ISO 27001, Risk Management, Information Security, Process Improvement, Risk Assessment, HIPAA, Business Analysis, Auditing, Internal Audit, System Administration, Data Privacy, Active Directory, Analysis, System Monitoring, SDLC, Microsoft Office
Education
California State University - Dominguez Hills 2010 — 2014
Master of Science - Quality Assurance (in progress):, Quality Management; Lean Six Sigma for IT; Quality in Education, > 3.5
University of Saint Thomas 1999 — 2000
'Executive' Master of Business Administration, Information Technology Software and Engineering, Certificate
University of Minnesota-Twin Cities 1970 — 1993
BA + Graduate Certificate, Philosophy; Science and Quantitative Methods, 3.45 BA, 4.0 post-graduate
Brown College 1979 — 1980
Associate of Science, Computer Programming, 4.0
Patrick Vuong Patrick Vuong's RSM McGladrey Experience September 2004 - December 2007
Job Sr. Tax Manager at Avery Dennison
Industry Accounting
Experience
Avery Dennison February 2010 - Present
True Partners Consulting April 2008 - January 2010
Power & Twersky Business Management Group February 2008 - April 2008
RSM McGladrey September 2004 - December 2007
McGladrey & Pullen September 2004 - August 2005
Skills
Tax Research, Corporate Tax, Income Tax, Tax Accounting, Accounting, Auditing, SEC filings, Tax, CPA, International Tax, US GAAP, Assurance, Tax Advisory, Tax Returns, Financial Reporting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Master, Taxation
University of California, Los Angeles 1998 — 2002
Bachelor, Business Economics
Avery Dennison February 2010 - Present
True Partners Consulting April 2008 - January 2010
Power & Twersky Business Management Group February 2008 - April 2008
RSM McGladrey September 2004 - December 2007
McGladrey & Pullen September 2004 - August 2005
Skills
Tax Research, Corporate Tax, Income Tax, Tax Accounting, Accounting, Auditing, SEC filings, Tax, CPA, International Tax, US GAAP, Assurance, Tax Advisory, Tax Returns, Financial Reporting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Master, Taxation
University of California, Los Angeles 1998 — 2002
Bachelor, Business Economics
David Wolfenden David Wolfenden's RSM McGladrey Experience 1998 - 2001
Job Organizational Development and Strategy at Canadian Blood Services
Industry Hospital & Health Care
Experience
Canadian Blood Services August 2012 - Present
Institute Without Boundaries September 2011 - 2012
Outward Bound Canada 2004 - March 2010
DMB Associates April 2001 - November 2003
RSM McGladrey 1998 - 2001
Skills
Organizational..., Strategy, Leadership, Change Management, Leadership Development, Non-profits, Teaching, Workshop Facilitation, Public Speaking, Program Development, Creative Direction, Strategic Planning, Community Outreach, Coaching, Design Thinking, Executive Coaching, Research, Fundraising, New Media, Social Media Marketing, Time Management, Enterprise Software, User Experience, Team Building, Social Media
Education
Carnegie Mellon University
PhD (Candidate), Design, Social Innovation, Leadership
Harvard Business School 2007 — 2007
Strategic Leadership In Non-Profit Organizations
City University of Seattle 1991 — 1993
MA, Behavioral Science
Carleton University 1979 — 1984
BA, Philosophy / Psychology / Systems Thinking
Canadian Blood Services August 2012 - Present
Institute Without Boundaries September 2011 - 2012
Outward Bound Canada 2004 - March 2010
DMB Associates April 2001 - November 2003
RSM McGladrey 1998 - 2001
Skills
Organizational..., Strategy, Leadership, Change Management, Leadership Development, Non-profits, Teaching, Workshop Facilitation, Public Speaking, Program Development, Creative Direction, Strategic Planning, Community Outreach, Coaching, Design Thinking, Executive Coaching, Research, Fundraising, New Media, Social Media Marketing, Time Management, Enterprise Software, User Experience, Team Building, Social Media
Education
Carnegie Mellon University
PhD (Candidate), Design, Social Innovation, Leadership
Harvard Business School 2007 — 2007
Strategic Leadership In Non-Profit Organizations
City University of Seattle 1991 — 1993
MA, Behavioral Science
Carleton University 1979 — 1984
BA, Philosophy / Psychology / Systems Thinking
Jan Higham Jan Higham's RSM McGladrey Experience 2002 - 2005
Job Payroll Manager at Thyssen Krupp Elevators
Industry Food & Beverages
Experience
Thyssen Krupp Elevators September 2011 - Present
Wendy's/Arby's Group Inc April 2009 - September 2011
Wendy's/Arby's Group, Inc. December 2005 - April 2009
Arby's Restaurant Group 2005 - April 2009
Ceridian Employer Services 2002 - 2005
RSM McGladrey 2002 - 2005
RMA 2001 - 2002
Earthlink 2000 - 2001
Skills
ADP Payroll, HRIS, Payroll, Ceridian, Employee Benefits, Employee Relations, Process Improvement, Performance Management, Outlook, FMLA, Team Building, Training, Deferred Compensation, Management
Education
California State University-Dominguez Hills
Thyssen Krupp Elevators September 2011 - Present
Wendy's/Arby's Group Inc April 2009 - September 2011
Wendy's/Arby's Group, Inc. December 2005 - April 2009
Arby's Restaurant Group 2005 - April 2009
Ceridian Employer Services 2002 - 2005
RSM McGladrey 2002 - 2005
RMA 2001 - 2002
Earthlink 2000 - 2001
Skills
ADP Payroll, HRIS, Payroll, Ceridian, Employee Benefits, Employee Relations, Process Improvement, Performance Management, Outlook, FMLA, Team Building, Training, Deferred Compensation, Management
Education
California State University-Dominguez Hills
Pamela Old Pamela Old's RSM McGladrey Experience May 2007 - August 2007
Job Internal Auditor at Kaw Valley Bank
Industry Accounting
Experience
Kaw Valley Bank October 2014 - Present
Douglas County Bank March 2012 - October 2014
McGladrey January 2009 - March 2012
CIMBA August 2006 - January 2009
Douglas County January 2004 - March 2008
RSM McGladrey May 2007 - August 2007
Office of Judicial Administration January 2002 - December 2003
Skills
Accounting, Auditing, Compliance, Risk Assessment, Financial Reporting, Sarbanes-Oxley Act, Internal Audit, Banking, Financial Accounting, Financial Audits, Financial Institutions, Internal Controls, Risk Management, Process Improvement, US GAAP, Due Diligence, Fraud, Financial Analysis, Sarbanes-Oxley, Management, IT Audit, Payroll, Accounts Receivable
Education
University of Kansas - Graduate School of Business 2008 — 2008
Masters, Accounting
University of Kansas 2003 — 2007
Bachelors, Accounting
CIMBA 2006 — 2006
Undergraduate, Summer Study Abroad
Education America Topeka Technical College 2000 — 2001
Associates, Business Information Systems
Kaw Valley Bank October 2014 - Present
Douglas County Bank March 2012 - October 2014
McGladrey January 2009 - March 2012
CIMBA August 2006 - January 2009
Douglas County January 2004 - March 2008
RSM McGladrey May 2007 - August 2007
Office of Judicial Administration January 2002 - December 2003
Skills
Accounting, Auditing, Compliance, Risk Assessment, Financial Reporting, Sarbanes-Oxley Act, Internal Audit, Banking, Financial Accounting, Financial Audits, Financial Institutions, Internal Controls, Risk Management, Process Improvement, US GAAP, Due Diligence, Fraud, Financial Analysis, Sarbanes-Oxley, Management, IT Audit, Payroll, Accounts Receivable
Education
University of Kansas - Graduate School of Business 2008 — 2008
Masters, Accounting
University of Kansas 2003 — 2007
Bachelors, Accounting
CIMBA 2006 — 2006
Undergraduate, Summer Study Abroad
Education America Topeka Technical College 2000 — 2001
Associates, Business Information Systems
Warren Gurtman's RSM McGladrey Experience 1977 - September 2008
Job Director
Industry Accounting
Experience
Advice Personnel September 2008 - Present
RSM McGladrey 1977 - September 2008
GGK 1977 - 2008
American Express TBS / Goldstein Golub & Kessler CPAs 1977 - 2008
goldstein golub kessler 1977 - 2008
American Express Tax and Business Services 1998 - 2005
Goldstein, Golub, Kessler & Co., P.C. 1977 - 2005
Skills
Recruiting, Employee Training, Accounting, Talent Acquisition, Auditing, Applicant Tracking..., Human Resources, Onboarding, Employee Relations, Talent Management, Executive Search, Internal Audit, Tax, Payroll, Technical Recruiting
Education
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
Advice Personnel September 2008 - Present
RSM McGladrey 1977 - September 2008
GGK 1977 - 2008
American Express TBS / Goldstein Golub & Kessler CPAs 1977 - 2008
goldstein golub kessler 1977 - 2008
American Express Tax and Business Services 1998 - 2005
Goldstein, Golub, Kessler & Co., P.C. 1977 - 2005
Skills
Recruiting, Employee Training, Accounting, Talent Acquisition, Auditing, Applicant Tracking..., Human Resources, Onboarding, Employee Relations, Talent Management, Executive Search, Internal Audit, Tax, Payroll, Technical Recruiting
Education
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
Danelle Thomsen Danelle Thomsen's RSM McGladrey Experience 1995 - 2002
Job Experienced financial executive
Industry Accounting
Experience
Foothills Bank March 2014 - Present
Banc of California February 2013 - March 2014
Bank of Manhattan October 2012 - February 2013
Bank of Manhattan (formerly Professional Business Bank) October 2009 - November 2012
FENG 2012 - 2012
Professional Business Bank December 2007 - October 2009
Fieldstone Communities March 2004 - April 2007
TL Fabrications, LP 2007 - 2007
Lewis Operating Corp. September 2002 - March 2004
RSM McGladrey 1995 - 2002
Skills
Auditing, Forecasting, Cash Management, Accounting, Financial Reporting
Education
California State Polytechnic University-Pomona 1992 — 1995
Accounting and Finance
Foothills Bank March 2014 - Present
Banc of California February 2013 - March 2014
Bank of Manhattan October 2012 - February 2013
Bank of Manhattan (formerly Professional Business Bank) October 2009 - November 2012
FENG 2012 - 2012
Professional Business Bank December 2007 - October 2009
Fieldstone Communities March 2004 - April 2007
TL Fabrications, LP 2007 - 2007
Lewis Operating Corp. September 2002 - March 2004
RSM McGladrey 1995 - 2002
Skills
Auditing, Forecasting, Cash Management, Accounting, Financial Reporting
Education
California State Polytechnic University-Pomona 1992 — 1995
Accounting and Finance
Alicia Bae's RSM McGladrey Experience April 2011 - October 2011
Job Writer
Industry Writing and Editing
Experience
SanMar June 2013 - January 2014
RSM McGladrey April 2011 - October 2011
Helio LLC, Virgin Mobile USA February 2006 - September 2009
Skills
Account Management, Telecommunications, Accounting, Start-ups, Strategic Planning, Process Improvement, Vendor Management, Management, Business Strategy, Business Analysis, Call Centers, Product Management, Budgets, Mergers & Acquisitions, Strategy, Forecasting, Business Development, Product Marketing, Business Process..., Leadership, Strategic Partnerships
Education
California State Polytechnic University-Pomona
Art History
IRS Enrolled Agent Class
IRS Enrolled Agent License, Federal Taxation
Society of Business Practitioners
Advanced Diploma in Accounting, Accounting
SanMar June 2013 - January 2014
RSM McGladrey April 2011 - October 2011
Helio LLC, Virgin Mobile USA February 2006 - September 2009
Skills
Account Management, Telecommunications, Accounting, Start-ups, Strategic Planning, Process Improvement, Vendor Management, Management, Business Strategy, Business Analysis, Call Centers, Product Management, Budgets, Mergers & Acquisitions, Strategy, Forecasting, Business Development, Product Marketing, Business Process..., Leadership, Strategic Partnerships
Education
California State Polytechnic University-Pomona
Art History
IRS Enrolled Agent Class
IRS Enrolled Agent License, Federal Taxation
Society of Business Practitioners
Advanced Diploma in Accounting, Accounting
Becky Koller Becky Koller's RSM McGladrey Experience 2002 - 2007
Job Business Development Executive at Capgemini
Industry Consumer Goods
Experience
Capgemini September 2014 - Present
Beacon Hill Staffing Group January 2013 - September 2014
Beacon Hill Staffing Group January 2012 - September 2014
Award Baking International September 2010 - January 2012
Imaging Path February 2009 - September 2010
Daugherty Business Solutions April 2007 - September 2008
RSM McGladrey 2002 - 2007
McGladrey & Pullen 2002 - 2006
Parson Group 2000 - 2003
Parson Consulting 2000 - 2002
Skills
Account Management, Retail, Strategic Planning, New Business Development, Customer Relations, B2B, Business Development, Customer Service, Management, Sales, Budgets, Change Management, Marketing Strategy, Sales Management, Business Strategy, Recruiting, Marketing, Contract Negotiation, Leadership, Team Leadership, Negotiation, Team Building, Sales Operations, Process Improvement, Strategy, CRM, Business Planning, Sales Process, Direct Sales, Cold Calling, Solution Selling, Selling, Lead Generation, Vendor Management, Training, Cross-functional Team..., Strategic Partnerships, Sourcing, Start-ups, Customer Retention, Sales Presentations, Forecasting, Competitive Analysis, Consulting
Education
Calvary Bible College and Theological Seminary 1986 — 1991
Bachelor of Science (B.S.), Communications
College of Saint Benedict 1985 — 1986
Capgemini September 2014 - Present
Beacon Hill Staffing Group January 2013 - September 2014
Beacon Hill Staffing Group January 2012 - September 2014
Award Baking International September 2010 - January 2012
Imaging Path February 2009 - September 2010
Daugherty Business Solutions April 2007 - September 2008
RSM McGladrey 2002 - 2007
McGladrey & Pullen 2002 - 2006
Parson Group 2000 - 2003
Parson Consulting 2000 - 2002
Skills
Account Management, Retail, Strategic Planning, New Business Development, Customer Relations, B2B, Business Development, Customer Service, Management, Sales, Budgets, Change Management, Marketing Strategy, Sales Management, Business Strategy, Recruiting, Marketing, Contract Negotiation, Leadership, Team Leadership, Negotiation, Team Building, Sales Operations, Process Improvement, Strategy, CRM, Business Planning, Sales Process, Direct Sales, Cold Calling, Solution Selling, Selling, Lead Generation, Vendor Management, Training, Cross-functional Team..., Strategic Partnerships, Sourcing, Start-ups, Customer Retention, Sales Presentations, Forecasting, Competitive Analysis, Consulting
Education
Calvary Bible College and Theological Seminary 1986 — 1991
Bachelor of Science (B.S.), Communications
College of Saint Benedict 1985 — 1986
Dawn Barber, CUA Dawn Barber, CUA's RSM McGladrey Experience July 2004 - September 2007
Job User Experience Architect Independent Consultant
Industry Computer Software
Experience
Independent Consultant November 2011 - Present
Life Time Fitness March 2013 - October 2014
Gomoll Research & Design October 2008 - November 2011
Supervalu October 2007 - October 2008
RSM McGladrey July 2004 - September 2007
RSM McGladrey February 2003 - July 2004
Brown College July 2002 - February 2004
Skills
Fireworks, Photoshop, Illustrator, User Experience, User Interface Design, Project Management, Strategy, Adobe Fireworks, Web Design, Usability Testing, Interaction Design, User-centered Design, Usability, User Experience Design, User Interface, Creative Direction, Information Design, Mobile Applications, Human Computer..., Information Architecture, Wireframes, Graphic Design, User Research, Heuristic Evaluation, Persona, E-commerce, Wire Framing, Contextual Inquiry, Card Sorting, Paper Prototyping, Usability Engineering, Mobile Design, OmniGraffle, Axure, User Scenarios, Experience Design, Visual Design, Design Strategy, Task Analysis
Education
Brown College 1998 — 1999
AAS, Visual Communications
The University of South Dakota 1989 — 1994
BFA, Studio emphasis: photography
Independent Consultant November 2011 - Present
Life Time Fitness March 2013 - October 2014
Gomoll Research & Design October 2008 - November 2011
Supervalu October 2007 - October 2008
RSM McGladrey July 2004 - September 2007
RSM McGladrey February 2003 - July 2004
Brown College July 2002 - February 2004
Skills
Fireworks, Photoshop, Illustrator, User Experience, User Interface Design, Project Management, Strategy, Adobe Fireworks, Web Design, Usability Testing, Interaction Design, User-centered Design, Usability, User Experience Design, User Interface, Creative Direction, Information Design, Mobile Applications, Human Computer..., Information Architecture, Wireframes, Graphic Design, User Research, Heuristic Evaluation, Persona, E-commerce, Wire Framing, Contextual Inquiry, Card Sorting, Paper Prototyping, Usability Engineering, Mobile Design, OmniGraffle, Axure, User Scenarios, Experience Design, Visual Design, Design Strategy, Task Analysis
Education
Brown College 1998 — 1999
AAS, Visual Communications
The University of South Dakota 1989 — 1994
BFA, Studio emphasis: photography
Debra Hoffman Debra Hoffman's RSM McGladrey Experience October 2005 - April 2007
Job Office Manager/Executive Assistant, Accounting, Finance at Hoffman Enterprises
Industry Accounting
Experience
Hoffman Enterprises April 2010 - Present
Child S.H.A.R.E. August 2009 - April 2010
In Their Defense June 2008 - August 2009
Alexander's Mobility Services June 2007 - June 2008
Abigail Abbott April 2007 - June 2007
RSM McGladrey October 2005 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Invoicing
Education
California State University-Fullerton 2012 — 2016
Bachelor's Degree, Accounting and Finance, Senior
Saddleback College 2009 — 2011
Associate of Arts (AA), Business Administration
Hoffman Enterprises April 2010 - Present
Child S.H.A.R.E. August 2009 - April 2010
In Their Defense June 2008 - August 2009
Alexander's Mobility Services June 2007 - June 2008
Abigail Abbott April 2007 - June 2007
RSM McGladrey October 2005 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Invoicing
Education
California State University-Fullerton 2012 — 2016
Bachelor's Degree, Accounting and Finance, Senior
Saddleback College 2009 — 2011
Associate of Arts (AA), Business Administration
Sippy Hira Sippy Hira's RSM McGladrey Experience 1996 - 2001
Job
Industry Information Technology and Services
Experience
TalentWise November 2012 - Present
Vertafore December 2010 - October 2012
Starbucks Coffee Company July 2009 - December 2010
Microsoft March 2006 - May 2009
Allstate Insurance 2003 - 2006
Merck 2001 - 2003
RSM McGladrey 1996 - 2001
Skills
Applicant Tracking..., Talent Acquisition, Technical Recruiting, Recruiting, College Recruiting, Talent Management, Internet Recruiting, Onboarding, Sourcing, Executive Search, Workforce Planning, HRIS, Benefits Negotiation, Performance Management, Sales, Account Management, Interviews, Professional Services, Cold Calling, Temporary Placement, SaaS, Training, Leadership, PeopleSoft, Vendor Management, Screening, Hiring, Management, Building Relationships, Sales Process, Employee Training, Resource Management, Human Resources
Education
California State University-Long Beach 1994 — 1996
Masters in Science, Health Care Administration
California State University-Fullerton 1989 — 1993
BA, Human Resources
TalentWise November 2012 - Present
Vertafore December 2010 - October 2012
Starbucks Coffee Company July 2009 - December 2010
Microsoft March 2006 - May 2009
Allstate Insurance 2003 - 2006
Merck 2001 - 2003
RSM McGladrey 1996 - 2001
Skills
Applicant Tracking..., Talent Acquisition, Technical Recruiting, Recruiting, College Recruiting, Talent Management, Internet Recruiting, Onboarding, Sourcing, Executive Search, Workforce Planning, HRIS, Benefits Negotiation, Performance Management, Sales, Account Management, Interviews, Professional Services, Cold Calling, Temporary Placement, SaaS, Training, Leadership, PeopleSoft, Vendor Management, Screening, Hiring, Management, Building Relationships, Sales Process, Employee Training, Resource Management, Human Resources
Education
California State University-Long Beach 1994 — 1996
Masters in Science, Health Care Administration
California State University-Fullerton 1989 — 1993
BA, Human Resources
Tami Bowman, CPC's RSM McGladrey Experience January 1996 - April 2006
Job Retirement Plan Consultant, Entrepreneur and Experienced Board Member
Industry Investment Management
Experience
Family Shelter Service April 2014 - Present
Family Shelter Service March 2008 - June 2014
Trust Company of Illinois April 2006 - June 2011
RSM McGladrey Retirement Resources January 1996 - April 2006
RSM McGladrey January 1996 - April 2006
FERS 1996 - 2001
HPL&S, Inc. October 1991 - December 1995
Skills
ERISA, Employee Benefits, 401k, Retirement, Pensions, Profit Sharing, Board Relations, Qualified Retirement..., Compliance Testing, Compliance, 401k Rollovers, Qualified Domestic..., Board Development, Retirement Planning, Defined Contribution, Retirement Plan..., Defined Benefit, Asset Allocation, Wealth Management, Estate Planning, Securities, Financial Services, Strategic Financial..., Asset Management, Investment Management, Investment Advisory, Mutual Funds, Financial Planning
Education
Bradley University 1987 — 1991
B.S., Accounting with a minor in Psychology
Family Shelter Service April 2014 - Present
Family Shelter Service March 2008 - June 2014
Trust Company of Illinois April 2006 - June 2011
RSM McGladrey Retirement Resources January 1996 - April 2006
RSM McGladrey January 1996 - April 2006
FERS 1996 - 2001
HPL&S, Inc. October 1991 - December 1995
Skills
ERISA, Employee Benefits, 401k, Retirement, Pensions, Profit Sharing, Board Relations, Qualified Retirement..., Compliance Testing, Compliance, 401k Rollovers, Qualified Domestic..., Board Development, Retirement Planning, Defined Contribution, Retirement Plan..., Defined Benefit, Asset Allocation, Wealth Management, Estate Planning, Securities, Financial Services, Strategic Financial..., Asset Management, Investment Management, Investment Advisory, Mutual Funds, Financial Planning
Education
Bradley University 1987 — 1991
B.S., Accounting with a minor in Psychology
Greg Phelps,CFP(R), CLU(R), AIF(R), AAMS(R)'s RSM McGladrey Experience February 2002 - April 2005
Job Retirement Architect, Certified Financial Planner
Industry Financial Services
Experience
REDROCK WEALTH MANAGEMENT, LLC April 2005 - Present
RSM McGladrey February 2002 - April 2005
McGladrey & Pullen 2002 - 2005
Goldman Sachs October 2000 - November 2001
Morgan Stanley March 1995 - October 2000
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Portfolios, Asset Management, Investments, Portfolio Management, Comprehensive Wealth..., Financial Advice, High Net Worth..., Investment Products, Personal Finance, Asset Allocation, Investment Advisory, IRA's, Investment Strategies, Private Wealth..., ETFs, Financial Advisory, Mutual Funds, Risk, Wealth, Securities, Tax, Fixed Income, Cash Flow, Bonds, Asset, Employee Stock Options, Strategic Financial..., IRAs, Wealth Management..., Finance, Insurance, Financial Services, Financial Planners, Investment Management, Estate Planning, Pensions, Series 7, Series 63, 401k, Personal Financial..., Alternative Investments, 401k Rollovers, Employee Benefits, Fixed Annuities, Retirement Plan..., Financial Risk
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
BA, Business Administration/Management
Victor Valley Community College 1990 — 1991
REDROCK WEALTH MANAGEMENT, LLC April 2005 - Present
RSM McGladrey February 2002 - April 2005
McGladrey & Pullen 2002 - 2005
Goldman Sachs October 2000 - November 2001
Morgan Stanley March 1995 - October 2000
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Portfolios, Asset Management, Investments, Portfolio Management, Comprehensive Wealth..., Financial Advice, High Net Worth..., Investment Products, Personal Finance, Asset Allocation, Investment Advisory, IRA's, Investment Strategies, Private Wealth..., ETFs, Financial Advisory, Mutual Funds, Risk, Wealth, Securities, Tax, Fixed Income, Cash Flow, Bonds, Asset, Employee Stock Options, Strategic Financial..., IRAs, Wealth Management..., Finance, Insurance, Financial Services, Financial Planners, Investment Management, Estate Planning, Pensions, Series 7, Series 63, 401k, Personal Financial..., Alternative Investments, 401k Rollovers, Employee Benefits, Fixed Annuities, Retirement Plan..., Financial Risk
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
BA, Business Administration/Management
Victor Valley Community College 1990 — 1991
Jim Grigg Jim Grigg's RSM McGladrey Experience 1998 - April 2011
Job Healthcare Partner, Crowe Horwath LLP
Industry Hospital & Health Care
Experience
Crowe Horwath LLP May 2011 - Present
RSM McGladrey 1998 - April 2011
McGladrey & Pullen May 1988 - April 2011
Coopers & Lybrand January 1981 - May 1985
Skills
Corporate Tax, Physicians, Healthcare, Hospitals, Business Planning, Business Process..., Financial Analysis, Healthcare Industry, Strategic Planning, Change Management, Finance, Auditing, Performance Improvement, CPA, Process Improvement, Leadership, Financial Accounting, A-133, Management, NFP, GAAP, Internal Audit, Revenue Cycle, Executive Management, Home Care, Healthcare Information..., Assurance, Management Consulting, HIPAA, Managerial Finance, Mergers, Strategy, Risk Management, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, US GAAP, Budgets, Healthcare Consulting, Accounting, Financial Modeling, Accounts Receivable, Team Building, Leadership Development, Consulting, Financial Risk, Healthcare Management, Due Diligence, Tax, Internal Controls
Education
Illinois State University 1979 — 1980
MS, Accountancy
Bradley University 1975 — 1977
BS, Accounting
Illinois Central College 1973 — 1975
AS, Business
Richwoods High School 1971 — 1973
High School, General
Bergan High School 1970 — 1972
General
Crowe Horwath LLP May 2011 - Present
RSM McGladrey 1998 - April 2011
McGladrey & Pullen May 1988 - April 2011
Coopers & Lybrand January 1981 - May 1985
Skills
Corporate Tax, Physicians, Healthcare, Hospitals, Business Planning, Business Process..., Financial Analysis, Healthcare Industry, Strategic Planning, Change Management, Finance, Auditing, Performance Improvement, CPA, Process Improvement, Leadership, Financial Accounting, A-133, Management, NFP, GAAP, Internal Audit, Revenue Cycle, Executive Management, Home Care, Healthcare Information..., Assurance, Management Consulting, HIPAA, Managerial Finance, Mergers, Strategy, Risk Management, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, US GAAP, Budgets, Healthcare Consulting, Accounting, Financial Modeling, Accounts Receivable, Team Building, Leadership Development, Consulting, Financial Risk, Healthcare Management, Due Diligence, Tax, Internal Controls
Education
Illinois State University 1979 — 1980
MS, Accountancy
Bradley University 1975 — 1977
BS, Accounting
Illinois Central College 1973 — 1975
AS, Business
Richwoods High School 1971 — 1973
High School, General
Bergan High School 1970 — 1972
General
George Diem George Diem's RSM McGladrey Experience 2001 - 2004
Job President at Diem and Company
Industry Accounting
Experience
Diem CPA, Inc. May 2012 - Present
Martini, Iosue & Akpovi, CPAs 2004 - May 2012
McGladrey & Pullen 2001 - 2004
RSM McGladrey 2001 - 2004
Spyglass Entertainment, L.P. 2000 - 2001
Ernst & Young 1996 - 2000
US Army October 1986 - July 1990
Skills
GAAP, CPA, Corporate Tax, Auditing, Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Forensic Accounting, Income Tax, Internal Controls, International Tax, Mergers, Partnership Taxation, QuickBooks, SEC filings, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBT, Taxation
California State University-Northridge 1990 — 1996
Bachelor of Science (BS), Accounting and Management Information Systems
Diem CPA, Inc. May 2012 - Present
Martini, Iosue & Akpovi, CPAs 2004 - May 2012
McGladrey & Pullen 2001 - 2004
RSM McGladrey 2001 - 2004
Spyglass Entertainment, L.P. 2000 - 2001
Ernst & Young 1996 - 2000
US Army October 1986 - July 1990
Skills
GAAP, CPA, Corporate Tax, Auditing, Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Forensic Accounting, Income Tax, Internal Controls, International Tax, Mergers, Partnership Taxation, QuickBooks, SEC filings, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBT, Taxation
California State University-Northridge 1990 — 1996
Bachelor of Science (BS), Accounting and Management Information Systems
Christopher Tagawa Christopher Tagawa's RSM McGladrey Experience November 1997 - November 2004
Job Tagawa & Ho, LLP
Industry Accounting
Experience
Tagawa & Ho, LLP June 2004 - Present
RSM McGladrey November 1997 - November 2004
McGladrey & Pullen 1997 - 2004
Skills
Tax, Accounting, Tax Services, Tax Credits, Audit, Auditing, US GAAP, Tax Accounting, Tax Research, CPA, QuickBooks, Corporate Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Advisory, International Tax, Revenue Recognition
Education
California State University-Northridge 2000 — 2005
Tagawa & Ho, LLP June 2004 - Present
RSM McGladrey November 1997 - November 2004
McGladrey & Pullen 1997 - 2004
Skills
Tax, Accounting, Tax Services, Tax Credits, Audit, Auditing, US GAAP, Tax Accounting, Tax Research, CPA, QuickBooks, Corporate Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Advisory, International Tax, Revenue Recognition
Education
California State University-Northridge 2000 — 2005
Casey Gilley Casey Gilley's RSM McGladrey Experience September 2000 - December 2005
Job CFO Advanced Particle Therapy
Industry Hospital & Health Care
Experience
Advanced Particle Therapy, LLC April 2011 - Present
Landscape Masterpiece December 2005 - December 2010
RSM McGladrey September 2000 - December 2005
Skills
Financial Reporting, Budgets, Accounting, Finance, Forecasting, Entrepreneurship, Financial Audits, QuickBooks, Auditing, Mergers & Acquisitions, Accounts Payable, Project Management, Payroll, Cash Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2000
Bachelor of Arts
Advanced Particle Therapy, LLC April 2011 - Present
Landscape Masterpiece December 2005 - December 2010
RSM McGladrey September 2000 - December 2005
Skills
Financial Reporting, Budgets, Accounting, Finance, Forecasting, Entrepreneurship, Financial Audits, QuickBooks, Auditing, Mergers & Acquisitions, Accounts Payable, Project Management, Payroll, Cash Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2000
Bachelor of Arts
Abiy Moges, CPA's RSM McGladrey Experience January 2006 - October 2006
Job Audit Manager at JLK Rosenberger, LLP
Industry Accounting
Experience
JLK Rosenberger LLP CPA's December 2009 - Present
McGladrey & Pullen October 2006 - December 2009
RSM McGladrey January 2006 - October 2006
Skills
US GAAP, Statutory Accounting, Financial Reporting, Financial Accounting, Risk Retention Groups, Property & Casualty..., A-133, Non-profits, Construction
Education
California State University-Los Angeles 2001 — 2005
Bachelor of Science, Accounting and Computer Information Systems, Cum Laude
JLK Rosenberger LLP CPA's December 2009 - Present
McGladrey & Pullen October 2006 - December 2009
RSM McGladrey January 2006 - October 2006
Skills
US GAAP, Statutory Accounting, Financial Reporting, Financial Accounting, Risk Retention Groups, Property & Casualty..., A-133, Non-profits, Construction
Education
California State University-Los Angeles 2001 — 2005
Bachelor of Science, Accounting and Computer Information Systems, Cum Laude
Leslie Graham, MBA's RSM McGladrey Experience April 2006 - January 2008
Job Frontier Markets Scout Fellow
Industry Nonprofit Organization Management
Experience
Sasa Designs by the Deaf March 2015 - Present
California Institute of the Arts September 2011 - March 2015
Nonprofit Management Consulting January 2008 - September 2011
Children's Nature Institute July 2009 - August 2011
RSM McGladrey April 2006 - January 2008
Nonprofit Connection February 2003 - April 2006
Webb Management Services January 1999 - July 2002
Huntington Theatre 1997 - 1998
National Gallery of Art 1993 - 1996
Skills
Research, Fundraising, Board Development, Organizational..., Project Planning, Non-profits, Grant Writing, Community Outreach, Proposal Writing, Nonprofits, Management, Grants, Management Consulting, Philanthropy, Leadership, Stewardship, Volunteer Management, Program Development
Education
Middlebury Institute of International Studies at Monterey 2015 — 2015
Fellow
Boston University Questrom School of Business 1997 — 1999
MBA
Washington University in St. Louis 1987 — 1991
A.B.
ESCP Europe 1989 — 1990
certificat
Sasa Designs by the Deaf March 2015 - Present
California Institute of the Arts September 2011 - March 2015
Nonprofit Management Consulting January 2008 - September 2011
Children's Nature Institute July 2009 - August 2011
RSM McGladrey April 2006 - January 2008
Nonprofit Connection February 2003 - April 2006
Webb Management Services January 1999 - July 2002
Huntington Theatre 1997 - 1998
National Gallery of Art 1993 - 1996
Skills
Research, Fundraising, Board Development, Organizational..., Project Planning, Non-profits, Grant Writing, Community Outreach, Proposal Writing, Nonprofits, Management, Grants, Management Consulting, Philanthropy, Leadership, Stewardship, Volunteer Management, Program Development
Education
Middlebury Institute of International Studies at Monterey 2015 — 2015
Fellow
Boston University Questrom School of Business 1997 — 1999
MBA
Washington University in St. Louis 1987 — 1991
A.B.
ESCP Europe 1989 — 1990
certificat
Michelle Kolb (Minsky)'s RSM McGladrey Experience 2000 - 2003
Job Regional HR Manager at Plante & Moran
Industry Human Resources
Experience
Plante Moran 2006 - Present
USF Corporation 2003 - 2005
RSM McGladrey 2000 - 2003
USF Corporation 1997 - 2000
Education
Bradley University 1993 — 1997
B.S., Business Administration
Plante Moran 2006 - Present
USF Corporation 2003 - 2005
RSM McGladrey 2000 - 2003
USF Corporation 1997 - 2000
Education
Bradley University 1993 — 1997
B.S., Business Administration
Jessica Lindee's RSM McGladrey Experience 2005 - 2008
Job User Experience Leader at Taylor Corporation
Industry Internet
Experience
Taylor Corporation January 2012 - Present
Horizontal Integration (Client: Optum Insights, United Health Care) July 2011 - January 2012
Wells Fargo / RCIS 2008 - July 2011
Harbinger Partners July 2008 - October 2008
RSM McGladrey 2005 - 2008
AT&T Mobility 1998 - 2005
Skills
User Experience, Usability Testing, Information Architecture, User-centered Design, User Interface Design, User Research, Interaction Design, Wireframes, Heuristic Evaluation, Usability, Creative Direction, User Experience Design, Adobe Creative Suite, Visio, User Interface, Wire Framing, Mockups, User Scenarios, Information Design, Axure, Strategic Planning, Paper Prototyping, Team Leadership, Persona, Visual Design, Usability Engineering, Agile Methodologies, Web Standards, Flash, Mobile Design, Strategic Thinking, Competitive Analysis, Storyboarding, Style Guides, Contextual Inquiry, Field Studies, Design Patterns, Card Sorting, User Interface..., E-commerce, Business Development, Resource Allocation, Project Estimation, Bugeting
Education
Human Factors International 2007 — 2007
2007, Certified Usability Analyst
Brown College 2003 — 2005
Bachelor of Science, Communications
Brown College 2001 — 2003
Associate of Applied Science, Visual Communications; Graphic Design & Multimedia
Spring Lake Park High School
Taylor Corporation January 2012 - Present
Horizontal Integration (Client: Optum Insights, United Health Care) July 2011 - January 2012
Wells Fargo / RCIS 2008 - July 2011
Harbinger Partners July 2008 - October 2008
RSM McGladrey 2005 - 2008
AT&T Mobility 1998 - 2005
Skills
User Experience, Usability Testing, Information Architecture, User-centered Design, User Interface Design, User Research, Interaction Design, Wireframes, Heuristic Evaluation, Usability, Creative Direction, User Experience Design, Adobe Creative Suite, Visio, User Interface, Wire Framing, Mockups, User Scenarios, Information Design, Axure, Strategic Planning, Paper Prototyping, Team Leadership, Persona, Visual Design, Usability Engineering, Agile Methodologies, Web Standards, Flash, Mobile Design, Strategic Thinking, Competitive Analysis, Storyboarding, Style Guides, Contextual Inquiry, Field Studies, Design Patterns, Card Sorting, User Interface..., E-commerce, Business Development, Resource Allocation, Project Estimation, Bugeting
Education
Human Factors International 2007 — 2007
2007, Certified Usability Analyst
Brown College 2003 — 2005
Bachelor of Science, Communications
Brown College 2001 — 2003
Associate of Applied Science, Visual Communications; Graphic Design & Multimedia
Spring Lake Park High School
Dana Cummings's RSM McGladrey Experience January 2007 - October 2007
Job Accountant GL/CM at Indian Health Service
Industry Accounting
Experience
Indian Health Service January 2009 - Present
McEntee & Associates, PC February 2008 - October 2008
RSM McGladrey January 2007 - October 2007
Net Marketing Alliance 2005 - 2006
Education
Brigham Young University 2002 — 2006
Master's, Bachelor's, Accounting, Tax Emphasis
Mesa Community College 2002 — 2002
Associates, General
Arizona Western College 1998 — 2001
Football
Indian Health Service January 2009 - Present
McEntee & Associates, PC February 2008 - October 2008
RSM McGladrey January 2007 - October 2007
Net Marketing Alliance 2005 - 2006
Education
Brigham Young University 2002 — 2006
Master's, Bachelor's, Accounting, Tax Emphasis
Mesa Community College 2002 — 2002
Associates, General
Arizona Western College 1998 — 2001
Football
Angela Birrenkott's RSM McGladrey Experience December 2000 - August 2008
Job Director QA at PeopleNet
Industry Information Technology and Services
Experience
PeopleNet August 2014 - Present
PeopleNet December 2012 - August 2014
PeopleNet May 2012 - December 2012
PeopleNet August 2008 - June 2012
RSM McGladrey December 2000 - August 2008
Skills
Leadership, Quality Assurance, Management, Project Management, PMO, SDLC, Software Quality..., Business Intelligence, Agile Methodologies, Software Development, Requirements Analysis, Business Analysis, Program Management, Six Sigma, Requirements Gathering, System Testing, Testing, Process Improvement, Data Warehousing, Product Management, Software Project..., Scrum
Education
Capella University
Bachelor of Science (BS), Information Technology
PeopleNet August 2014 - Present
PeopleNet December 2012 - August 2014
PeopleNet May 2012 - December 2012
PeopleNet August 2008 - June 2012
RSM McGladrey December 2000 - August 2008
Skills
Leadership, Quality Assurance, Management, Project Management, PMO, SDLC, Software Quality..., Business Intelligence, Agile Methodologies, Software Development, Requirements Analysis, Business Analysis, Program Management, Six Sigma, Requirements Gathering, System Testing, Testing, Process Improvement, Data Warehousing, Product Management, Software Project..., Scrum
Education
Capella University
Bachelor of Science (BS), Information Technology
Ajit Tulpule's RSM McGladrey Experience 1999 - 2000
Job Dynamics Mfg Implementations Lead, Turnkey Technologies
Industry Information Technology and Services
Experience
Turnkey Technologies, Inc. January 2013 - Present
Tectura January 2003 - January 2013
ePartners 2001 - 2003
RSM McGladrey 1999 - 2000
Skills
Great Plains Software, Microsoft Dynamics
Education
Carleton University 1991 — 1994
MMS - Master of Management Studies, Finance
NCST - National Center for Software Technology 1988 — 1988
PGCST, Computer Systems
Institute of Chartered Accountants of India 1985 — 1988
Chartered Accountant, Accounting
Turnkey Technologies, Inc. January 2013 - Present
Tectura January 2003 - January 2013
ePartners 2001 - 2003
RSM McGladrey 1999 - 2000
Skills
Great Plains Software, Microsoft Dynamics
Education
Carleton University 1991 — 1994
MMS - Master of Management Studies, Finance
NCST - National Center for Software Technology 1988 — 1988
PGCST, Computer Systems
Institute of Chartered Accountants of India 1985 — 1988
Chartered Accountant, Accounting
Simon Leaning's RSM McGladrey Experience January 2007 - 2009
Job Financial Analyst at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation May 2011 - Present
Brigham Young University August 2009 - April 2011
RSM McGladrey January 2007 - 2009
Skills
Analysis, Financial Analysis, Financial Modeling, Accounting, Data Analysis, Financial Reporting, Microsoft Excel, Auditing, Financial Accounting, Corporate Finance, Internal Controls, Finance, US GAAP, Microsoft Office, Leadership, Forecasting
Education
Brigham Young University 2002 — 2006
Bachelor of Science (BS), Accounting
Zions Bancorporation May 2011 - Present
Brigham Young University August 2009 - April 2011
RSM McGladrey January 2007 - 2009
Skills
Analysis, Financial Analysis, Financial Modeling, Accounting, Data Analysis, Financial Reporting, Microsoft Excel, Auditing, Financial Accounting, Corporate Finance, Internal Controls, Finance, US GAAP, Microsoft Office, Leadership, Forecasting
Education
Brigham Young University 2002 — 2006
Bachelor of Science (BS), Accounting
Patrick M. Carroll's RSM McGladrey Experience January 1997 - Present
Job Senior Accountant at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey January 1997 - Present
Education
California State University-East Bay 1997 — 2001
Masters of Science, Taxation
RSM McGladrey January 1997 - Present
Education
California State University-East Bay 1997 — 2001
Masters of Science, Taxation
Debbie Ernest's RSM McGladrey Experience August 1999 - August 2011
Job Manager at RSM McGladrey
Industry Accounting
Experience
Forsythe August 2011 - Present
RSM McGladrey August 1999 - August 2011
Skills
Financial Reporting
Education
DePaul University 2005 — 2009
Masters of Taxation
Bucknell University 1995 — 1999
BS, Business Administration (Accounting)
Forsythe August 2011 - Present
RSM McGladrey August 1999 - August 2011
Skills
Financial Reporting
Education
DePaul University 2005 — 2009
Masters of Taxation
Bucknell University 1995 — 1999
BS, Business Administration (Accounting)
Kathryn Mathieson, CPA's RSM McGladrey Experience June 2007 - August 2007
Job Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
McGladrey October 2014 - January 2015
McGladrey September 2008 - October 2014
RSM McGladrey June 2007 - August 2007
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2007
Andersen Tax January 2015 - Present
McGladrey October 2014 - January 2015
McGladrey September 2008 - October 2014
RSM McGladrey June 2007 - August 2007
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2007
Kristina Nelson's RSM McGladrey Experience September 2003 - May 2005
Job Fund Administation at USBancorp Fund Services, LLC
Industry Accounting
Experience
U.S. Bank May 2010 - Present
Grant Thornton September 2005 - May 2010
RSM McGladrey September 2003 - May 2005
SEC - Chicago May 2004 - September 2004
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act
Education
Carthage College 2001 — 2005
U.S. Bank May 2010 - Present
Grant Thornton September 2005 - May 2010
RSM McGladrey September 2003 - May 2005
SEC - Chicago May 2004 - September 2004
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act
Education
Carthage College 2001 — 2005
Evan Lotzof, CPA, CFE, FCPA's RSM McGladrey Experience January 2005 - April 2009
Job Experienced Audit and Accounting Professional
Industry Accounting
Experience
The Clearing House 2013 - Present
Deloitte October 2011 - May 2013
Fox Television April 2010 - October 2011
RSM McGladrey January 2005 - April 2009
Skills
SEC reporting, Financial Reporting, Internal Controls, Audit, Auditing, Non-profits, Manufacturing, SOX, Accounting, Fixed Assets, General Ledger, Financial Analysis, GAAP, Compliance, FASB, Reconciliation, Excel, Process Improvement, Technical Accounting, Consolidation, Cash Flow, Hedge Funds, US GAAP, Analysis, Mergers, Due Diligence, Private Equity, Account Reconciliation, Mergers & Acquisitions, Enterprise Risk..., Risk Management, Accounts Receivable, Forecasting, Budgets, Financial Audits, Financial Accounting, Journal Entries, Tax, CPA, Microsoft Excel
Education
City University of New York 2000 — 2005
BA, Accounting and Information Systems, Economics
The Clearing House 2013 - Present
Deloitte October 2011 - May 2013
Fox Television April 2010 - October 2011
RSM McGladrey January 2005 - April 2009
Skills
SEC reporting, Financial Reporting, Internal Controls, Audit, Auditing, Non-profits, Manufacturing, SOX, Accounting, Fixed Assets, General Ledger, Financial Analysis, GAAP, Compliance, FASB, Reconciliation, Excel, Process Improvement, Technical Accounting, Consolidation, Cash Flow, Hedge Funds, US GAAP, Analysis, Mergers, Due Diligence, Private Equity, Account Reconciliation, Mergers & Acquisitions, Enterprise Risk..., Risk Management, Accounts Receivable, Forecasting, Budgets, Financial Audits, Financial Accounting, Journal Entries, Tax, CPA, Microsoft Excel
Education
City University of New York 2000 — 2005
BA, Accounting and Information Systems, Economics
Rich Polakowski's RSM McGladrey Experience June 1999 - May 2001
Job Sr Tax Analyst at HarleyDavidson
Industry Accounting
Experience
Harley-Davidson November 2007 - June 2008
We Energies January 2006 - November 2007
BDO Seidman, LLP October 2001 - December 2003
RSM McGladrey June 1999 - May 2001
Education
Marquette University 2004 — 2005
MBA, Finance Specialization
Carroll University 1993 — 1998
BS, Accounting
Harley-Davidson November 2007 - June 2008
We Energies January 2006 - November 2007
BDO Seidman, LLP October 2001 - December 2003
RSM McGladrey June 1999 - May 2001
Education
Marquette University 2004 — 2005
MBA, Finance Specialization
Carroll University 1993 — 1998
BS, Accounting
Natalie Webb, CPA's RSM McGladrey Experience September 2000 - August 2002
Job Internal Control Manager at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company May 2010 - Present
Ford Motor Company July 2004 - May 2010
Ford Motor Company May 2003 - August 2003
RSM McGladrey September 2000 - August 2002
Arthur Andersen September 1999 - September 2000
RSM McGladrey January 1999 - April 1999
Arthur Andersen May 1998 - August 1998
Skills
Cross-functional Team..., Financial Analysis, Forecasting, Internal Controls, Financial Reporting, Auditing, Management, Finance, Budgets, Process Improvement, Corporate Tax, Competitive Analysis, Tax
Education
Brigham Young University 2002 — 2004
Master, Business Administration
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor, Accountancy
University of Buenos Aires 1997 — 1997
Summer Study Abroad Program
Ford Motor Company May 2010 - Present
Ford Motor Company July 2004 - May 2010
Ford Motor Company May 2003 - August 2003
RSM McGladrey September 2000 - August 2002
Arthur Andersen September 1999 - September 2000
RSM McGladrey January 1999 - April 1999
Arthur Andersen May 1998 - August 1998
Skills
Cross-functional Team..., Financial Analysis, Forecasting, Internal Controls, Financial Reporting, Auditing, Management, Finance, Budgets, Process Improvement, Corporate Tax, Competitive Analysis, Tax
Education
Brigham Young University 2002 — 2004
Master, Business Administration
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor, Accountancy
University of Buenos Aires 1997 — 1997
Summer Study Abroad Program
Jeffrey Kish's RSM McGladrey Experience January 2005 - December 2008
Job Manager Mergers & Acquisitions
Industry Accounting
Experience
AssuredPartners, Inc September 2012 - Present
Dealer Tire November 2011 - August 2012
Forest City Enterprises August 2009 - November 2011
RSM McGladrey January 2005 - December 2008
MarshBerry June 2004 - August 2004
Bowling Green State University Office of the Bursar October 2001 - June 2004
Skills
SEC Financial Reporting, Accounting Management, Mergers and Acquisitions, Forecasting, Valuation Modeling, Cash Flow Forecasting, Financial Audits, Compliance Assurance
Education
Bowling Green State University 2000 — 2005
•Bachelor of Science in Business Administration, Double Specialization: Accounting and Finance
AssuredPartners, Inc September 2012 - Present
Dealer Tire November 2011 - August 2012
Forest City Enterprises August 2009 - November 2011
RSM McGladrey January 2005 - December 2008
MarshBerry June 2004 - August 2004
Bowling Green State University Office of the Bursar October 2001 - June 2004
Skills
SEC Financial Reporting, Accounting Management, Mergers and Acquisitions, Forecasting, Valuation Modeling, Cash Flow Forecasting, Financial Audits, Compliance Assurance
Education
Bowling Green State University 2000 — 2005
•Bachelor of Science in Business Administration, Double Specialization: Accounting and Finance
Lori Kaneshiro's RSM McGladrey Experience 2004 - 2007
Job Associate Director at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
SunAmerica Financial Group January 2011 - Present
Preferred Bank June 2007 - January 2011
RSM McGladrey 2004 - 2007
California State University Los Angeles 2003 - 2003
University of Southern California 2001 - 2003
Los Angeles Superior Courthouse 2000 - 2001
Los Angeles City Employees Retirement System 1999 - 2000
Skills
Analysis, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Auditing, Accounting, Internal Controls, Financial Modeling, Finance, Sarbanes-Oxley Act, Investments, Banking, Due Diligence, Loans, Strategic Financial..., Valuation, Credit, Financial Services, Cash Management, Credit Risk
Education
California State University-Los Angeles 2001 — 2003
Bachelor of Science (BS), Accounting and Business/Management
AIG June 2014 - Present
SunAmerica Financial Group January 2011 - Present
Preferred Bank June 2007 - January 2011
RSM McGladrey 2004 - 2007
California State University Los Angeles 2003 - 2003
University of Southern California 2001 - 2003
Los Angeles Superior Courthouse 2000 - 2001
Los Angeles City Employees Retirement System 1999 - 2000
Skills
Analysis, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Auditing, Accounting, Internal Controls, Financial Modeling, Finance, Sarbanes-Oxley Act, Investments, Banking, Due Diligence, Loans, Strategic Financial..., Valuation, Credit, Financial Services, Cash Management, Credit Risk
Education
California State University-Los Angeles 2001 — 2003
Bachelor of Science (BS), Accounting and Business/Management
Melissa Grant's RSM McGladrey Experience March 2001 - April 2003
Job Goosmann Law Firm
Industry Law Practice
Experience
Goosmann Law Firm April 2015 - Present
UnityPoint Clinic April 2012 - April 2015
Mid-State Distributing Co January 2005 - April 2012
RSM McGladrey March 2001 - April 2003
Skills
Business Strategy, Corporate Law, Health Law, Real Estate Transactions, Estate Planning, Commercial Real Estate, System Administration, Healthcare Management, SharePoint, Strategic Planning, Healthcare, Database Administration, Leadership, Hospitals, Process Improvement, Healthcare Information..., Software Documentation, Customer Service, Management, Disaster Recovery, HIPAA, Proposal Writing
Education
Drake University Law School 2008 — 2011
Doctor of Law (J.D.), Law
Buena Vista University 1998 — 2001
BA, Management Information Systems
Central Lyon
Goosmann Law Firm April 2015 - Present
UnityPoint Clinic April 2012 - April 2015
Mid-State Distributing Co January 2005 - April 2012
RSM McGladrey March 2001 - April 2003
Skills
Business Strategy, Corporate Law, Health Law, Real Estate Transactions, Estate Planning, Commercial Real Estate, System Administration, Healthcare Management, SharePoint, Strategic Planning, Healthcare, Database Administration, Leadership, Hospitals, Process Improvement, Healthcare Information..., Software Documentation, Customer Service, Management, Disaster Recovery, HIPAA, Proposal Writing
Education
Drake University Law School 2008 — 2011
Doctor of Law (J.D.), Law
Buena Vista University 1998 — 2001
BA, Management Information Systems
Central Lyon
Dan Warsowick's RSM McGladrey Experience 2006 - 2007
Job Principal at Altman and Company
Industry Management Consulting
Experience
Altman and Company July 2009 - Present
Patriarch Partners Management Group March 2007 - March 2009
RSM McGladrey Consulting 2006 - 2007
RSM McGladrey 2006 - 2007
The Recovery Group August 2001 - August 2006
Arthur Andersen LLP 1995 - 1999
Education
Bryant University 1991 — 1995
Altman and Company July 2009 - Present
Patriarch Partners Management Group March 2007 - March 2009
RSM McGladrey Consulting 2006 - 2007
RSM McGladrey 2006 - 2007
The Recovery Group August 2001 - August 2006
Arthur Andersen LLP 1995 - 1999
Education
Bryant University 1991 — 1995
Waheed Zafer's RSM McGladrey Experience SupervisorRSM McGladrey2007 - Present
Job Supervisor at RSM McGladrey
Industry Insurance
Experience
RSM McGladrey SupervisorRSM McGladrey2007 - Present
Education
Bowling Green State University 1984 — 1989
RSM McGladrey SupervisorRSM McGladrey2007 - Present
Education
Bowling Green State University 1984 — 1989
Andrew Chayut's RSM McGladrey Experience 1990 - 1993
Job Managing Partner, Green Key Resources
Industry Staffing and Recruiting
Experience
Green Key Resources 2001 - Present
Barclays 1998 - 2000
JPMorgan 1995 - 1998
Lehman Brothers 1992 - 1995
RSM McGladrey 1990 - 1993
Skills
Executive Search, Permanent Placement, Staffing Services, Temporary Placement, Contract Recruitment, Temporary Staffing, Accounting-Finance, Financial Services, Pharmaceutical, Healthcare, Information Technology, Attorney Placement, Office Support, Benefits Negotiation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting
Education
City University of New York-Brooklyn College 1985 — 1990
BS, Finance & Accounting
Green Key Resources 2001 - Present
Barclays 1998 - 2000
JPMorgan 1995 - 1998
Lehman Brothers 1992 - 1995
RSM McGladrey 1990 - 1993
Skills
Executive Search, Permanent Placement, Staffing Services, Temporary Placement, Contract Recruitment, Temporary Staffing, Accounting-Finance, Financial Services, Pharmaceutical, Healthcare, Information Technology, Attorney Placement, Office Support, Benefits Negotiation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Internet Recruiting
Education
City University of New York-Brooklyn College 1985 — 1990
BS, Finance & Accounting
Hiten Ratanjee, CPA, MST's RSM McGladrey Experience July 2008 - June 2010
Job Owner
Industry Accounting
Experience
H Ratanjee CPA July 2013 - Present
Grant Thornton LLP July 2010 - June 2013
RSM McGladrey July 2008 - June 2010
Grant Thornton LLP January 2003 - June 2008
RGT Capital Management 2002 - 2002
Seagate Technology 1996 - 2000
Skills
Tax Research, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Masters, Accountancy-Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2002
H Ratanjee CPA July 2013 - Present
Grant Thornton LLP July 2010 - June 2013
RSM McGladrey July 2008 - June 2010
Grant Thornton LLP January 2003 - June 2008
RGT Capital Management 2002 - 2002
Seagate Technology 1996 - 2000
Skills
Tax Research, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Masters, Accountancy-Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2002
Keith Morningstar's RSM McGladrey Experience November 2003 - July 2005
Job Director of Accounting at PCM, Inc.
Industry Information Technology and Services
Experience
PCM July 2005 - Present
RSM McGladrey November 2003 - July 2005
Roundy's Inc. March 1986 - October 2003
Skills
Accounting, Account Reconciliation, Payroll, Forecasting, Process Improvement, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Office, General Ledger, Microsoft Word, GAAP, Financial Analysis, Internal Controls, Auditing, Accounts Payable
Education
Bluffton University
Bachelor's degree, Accounting
PCM July 2005 - Present
RSM McGladrey November 2003 - July 2005
Roundy's Inc. March 1986 - October 2003
Skills
Accounting, Account Reconciliation, Payroll, Forecasting, Process Improvement, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Office, General Ledger, Microsoft Word, GAAP, Financial Analysis, Internal Controls, Auditing, Accounts Payable
Education
Bluffton University
Bachelor's degree, Accounting
Julie Kramer-McNatt's RSM McGladrey Experience 2002 - 2003
Job Partner, Legacy Advisors, LLP
Industry Accounting
Experience
Legacy Advisors, LLP 2004 - Present
McNatt & Associates, PLC 2005 - Present
Gettleson, Witzer & O'Connor 2005 - Present
RSM McGladrey 2002 - 2003
KPMG 1993 - 2002
Skills
FIN 48, Tax, Tax Preparation, Consolidation, Estate Planning, Tax Accounting, Tax Research, High Net Worth..., Income Tax, CPA, Accounting, Tax Advisory, Partnership Taxation, Tax Returns
Education
Golden Gate University
Master of Science, Taxation
California State University-Long Beach
Bachelor of Science in Business Administration/Accountancy, Accounting
Legacy Advisors, LLP 2004 - Present
McNatt & Associates, PLC 2005 - Present
Gettleson, Witzer & O'Connor 2005 - Present
RSM McGladrey 2002 - 2003
KPMG 1993 - 2002
Skills
FIN 48, Tax, Tax Preparation, Consolidation, Estate Planning, Tax Accounting, Tax Research, High Net Worth..., Income Tax, CPA, Accounting, Tax Advisory, Partnership Taxation, Tax Returns
Education
Golden Gate University
Master of Science, Taxation
California State University-Long Beach
Bachelor of Science in Business Administration/Accountancy, Accounting
Patrick Sybilrud's RSM McGladrey Experience November 1998 - July 2000
Job REALTOR at RE/MAX CENTRAL
Industry Real Estate
Experience
RE/MAX CENTRAL August 2004 - Present
RSM McGladrey November 1998 - July 2000
Education
Bowling Green State University 1969 — 1973
RE/MAX CENTRAL August 2004 - Present
RSM McGladrey November 1998 - July 2000
Education
Bowling Green State University 1969 — 1973
Yvonne Greenberg's RSM McGladrey Experience 2002 - 2005
Job Pharmaceutical Rep at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson 2005 - Present
RSM McGladrey 2002 - 2005
Ernst & Young 1999 - 2002
Skills
Pharmaceutical Sales, Cardiology, Urology, Managed Care, Gastroenterology, Pharmaceutical Industry, Neurology, Sales Effectiveness, Healthcare, Leadership, Sales
Education
Bryant and Stratton College
AOS in Accounting
D'Youville College
Business, Management, Marketing, and Related Support Services
Johnson & Johnson 2005 - Present
RSM McGladrey 2002 - 2005
Ernst & Young 1999 - 2002
Skills
Pharmaceutical Sales, Cardiology, Urology, Managed Care, Gastroenterology, Pharmaceutical Industry, Neurology, Sales Effectiveness, Healthcare, Leadership, Sales
Education
Bryant and Stratton College
AOS in Accounting
D'Youville College
Business, Management, Marketing, and Related Support Services
Vina Guichard's RSM McGladrey Experience January 2007 - October 2010
Job Windes
Industry Accounting
Experience
Windes December 2010 - Present
RSM McGladrey January 2007 - October 2010
McGladrey & Pullen January 2007 - January 2009
City of Torrance 2006 - 2006
Skills
Accounting, US GAAP, GAAP, Internal Controls, Tax, Auditing, SEC filings, Financial Reporting, Financial Accounting, CPA, Tax Preparation, General Ledger, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Tax Accounting
Education
California State University-Dominguez Hills 2004 — 2006
BS, Business Administration - Accounting
Windes December 2010 - Present
RSM McGladrey January 2007 - October 2010
McGladrey & Pullen January 2007 - January 2009
City of Torrance 2006 - 2006
Skills
Accounting, US GAAP, GAAP, Internal Controls, Tax, Auditing, SEC filings, Financial Reporting, Financial Accounting, CPA, Tax Preparation, General Ledger, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Tax Accounting
Education
California State University-Dominguez Hills 2004 — 2006
BS, Business Administration - Accounting
Dan Landsberg, CISA, CRISC, HCISPP's RSM McGladrey Experience 2006 - 2008
Job Senior IT Auditor at University of Washington
Industry Higher Education
Experience
University of Washington July 2008 - Present
RSM McGladrey 2006 - 2008
Jefferson Wells 2004 - 2006
Skills
IT Audit, PCI DSS, Risk Assessment, Information Security..., Sarbanes-Oxley Act, ISO 27001, Privacy Law, Risk Management, Security Audits, Process Improvement, Policy, SAS70, COBIT, Security, Enterprise Risk..., Information Technology, HIPAA, Internal Audit, Information Security, Business Continuity..., CISA, Governance, Computer Security, Sarbanes-Oxley
Education
California State Polytechnic University-Pomona 1983 — 1985
California State University-Long Beach 1979 — 1981
BS, Business/Marketing
University of Washington July 2008 - Present
RSM McGladrey 2006 - 2008
Jefferson Wells 2004 - 2006
Skills
IT Audit, PCI DSS, Risk Assessment, Information Security..., Sarbanes-Oxley Act, ISO 27001, Privacy Law, Risk Management, Security Audits, Process Improvement, Policy, SAS70, COBIT, Security, Enterprise Risk..., Information Technology, HIPAA, Internal Audit, Information Security, Business Continuity..., CISA, Governance, Computer Security, Sarbanes-Oxley
Education
California State Polytechnic University-Pomona 1983 — 1985
California State University-Long Beach 1979 — 1981
BS, Business/Marketing
Francisco Colon, CPA, CFE, CGMA's RSM McGladrey Experience 2004 - December 2010
Job Director at MGO, LLP
Industry Accounting
Experience
MGO, LLP January 2014 - Present
CEA, LLP October 2013 - January 2014
McGladrey LLP August 2004 - September 2013
RSM McGladrey 2004 - December 2010
JGD & Associates 2002 - 2004
IDEC Pharmaceuticals 1998 - 2002
Skills
Auditing, Accounting, SOX, SEC reporting, Compliance, Internal Controls, Financial Reporting, Efficiency..., Strategy, Sarbanes-Oxley Act, Budgets, Management, SEC filings, Analysis, US GAAP, CPA, Tax Research, Tax, Finance, Corporate Tax, SEC Filings
Education
California State University-San Marcos - College of Business Administration 1999 — 2001
Bachelor of Science (B.S.), Accountancy
Universidad de Puerto Rico 1993 — 1997
BS, Animal Science
MGO, LLP January 2014 - Present
CEA, LLP October 2013 - January 2014
McGladrey LLP August 2004 - September 2013
RSM McGladrey 2004 - December 2010
JGD & Associates 2002 - 2004
IDEC Pharmaceuticals 1998 - 2002
Skills
Auditing, Accounting, SOX, SEC reporting, Compliance, Internal Controls, Financial Reporting, Efficiency..., Strategy, Sarbanes-Oxley Act, Budgets, Management, SEC filings, Analysis, US GAAP, CPA, Tax Research, Tax, Finance, Corporate Tax, SEC Filings
Education
California State University-San Marcos - College of Business Administration 1999 — 2001
Bachelor of Science (B.S.), Accountancy
Universidad de Puerto Rico 1993 — 1997
BS, Animal Science
Christy Richardson's RSM McGladrey Experience May 2001 - September 2003
Job Consulting Senior Associate, Business Process Outsourcing at McGladrey
Industry Information Technology and Services
Experience
McGladrey May 2013 - Present
McGladrey May 2005 - April 2013
KDSA Consulting, LLC September 2003 - April 2005
RSM McGladrey May 2001 - September 2003
Skills
Great Plains Software, Access, Crystal Reports, Microsoft Excel, ERP, Business Analysis, SharePoint, Software Implementation, Visio, Analysis, SAP, Process Improvement, Intacct, Business Process..., Business Intelligence, Microsoft SQL Server, Accounting, Internal Controls
Education
Bryant University 1997 — 2001
BS, Accounting Information Systems
McGladrey May 2013 - Present
McGladrey May 2005 - April 2013
KDSA Consulting, LLC September 2003 - April 2005
RSM McGladrey May 2001 - September 2003
Skills
Great Plains Software, Access, Crystal Reports, Microsoft Excel, ERP, Business Analysis, SharePoint, Software Implementation, Visio, Analysis, SAP, Process Improvement, Intacct, Business Process..., Business Intelligence, Microsoft SQL Server, Accounting, Internal Controls
Education
Bryant University 1997 — 2001
BS, Accounting Information Systems
Lawrence J. Evans's RSM McGladrey Experience October 2007 - Present
Job SALT Practice Leader
Industry Accounting
Experience
RSM McGladrey October 2007 - Present
LJ Evans & Co. September 2003 - September 2007
PricewaterhouseCoopers August 1995 - August 2003
KPMG January 1994 - July 1995
Lawrence Evans & Co. September 1991 - December 1993
Arthur Andersen September 1979 - April 1991
Education
Case Western Reserve University 1975 — 1979
B.S., Accounting
RSM McGladrey October 2007 - Present
LJ Evans & Co. September 2003 - September 2007
PricewaterhouseCoopers August 1995 - August 2003
KPMG January 1994 - July 1995
Lawrence Evans & Co. September 1991 - December 1993
Arthur Andersen September 1979 - April 1991
Education
Case Western Reserve University 1975 — 1979
B.S., Accounting
Tamara Hatley's RSM McGladrey Experience November 2010 - September 2012
Job Internal IT AuditorFinancial Services
Industry Information Technology and Services
Experience
RSM McGladrey November 2010 - September 2012
Ernst & Young July 2008 - July 2009
Skills
Information Security, Sarbanes-Oxley Act, Security, Information Security..., Sarbanes-Oxley, IT Audit, IT Risk Management, Information Technology, Data Privacy, GLBA, CISA, Enterprise Risk..., COBIT, SAS70, Internal Audit, Business Continuity, CAPM
Education
California State University-Northridge 2003 — 2008
Bachelor's of Science, Information Systems - Information Technology
RSM McGladrey November 2010 - September 2012
Ernst & Young July 2008 - July 2009
Skills
Information Security, Sarbanes-Oxley Act, Security, Information Security..., Sarbanes-Oxley, IT Audit, IT Risk Management, Information Technology, Data Privacy, GLBA, CISA, Enterprise Risk..., COBIT, SAS70, Internal Audit, Business Continuity, CAPM
Education
California State University-Northridge 2003 — 2008
Bachelor's of Science, Information Systems - Information Technology
Jeff Fein's RSM McGladrey Experience 1993 - 1999
Job at Lowe Enterprises
Industry Financial Services
Experience
Lowe Enterprises April 2008 - Present
Countrywide Financial Corp August 2007 - April 2008
IHOP 2002 - 2007
Warner Bros. Consumer Products 1999 - 2001
RSM McGladrey 1993 - 1999
McGladrey & Pullen 1993 - 1998
Education
California State University-Northridge 1988 — 1992
Lowe Enterprises April 2008 - Present
Countrywide Financial Corp August 2007 - April 2008
IHOP 2002 - 2007
Warner Bros. Consumer Products 1999 - 2001
RSM McGladrey 1993 - 1999
McGladrey & Pullen 1993 - 1998
Education
California State University-Northridge 1988 — 1992
Carl Padding's RSM McGladrey Experience January 2003 - December 2005
Job Cost Segregation | Valuation | Fixed Assets
Industry Accounting
Experience
Brown Smith Wallace, LLC January 2013 - Present
Tax Projects Group 2007 - December 2012
Arthur Lloyd 2006 - 2007
RSM McGladrey January 2003 - December 2005
Gleason, Sklar, Sawyers & Cumpata LLP January 2001 - December 2003
Zone Trader.com 2000 - 2001
Arthur Andersen 1986 - 2000
Valtec Associates 1982 - 1986
International Bridge Corporation 1980 - 1982
Skills
Tax, Tax Accounting, CPA, Property Tax, Income Tax, Due Diligence, Valuation, Cost Segregation, International Tax, Auditing, Business Strategy, Real Estate, Cash Flow, Business Planning, Manufacturing, Asset Managment, Restaurants, Tax Credits, Real Estate Development, Asset Management, Construction, Healthcare, Utility Industry, Construction Accounting, Lean Manufacturing, Depreciation, Accounting, Corporate Tax, Financial Reporting, Tax Law, Financial Analysis
Education
University of Michigan 1979 — 1980
BSCE, Civil Engineering - Construction
Calvin College 1976 — 1979
BS Ltrs & Engr, Engineering
Brown Smith Wallace, LLC January 2013 - Present
Tax Projects Group 2007 - December 2012
Arthur Lloyd 2006 - 2007
RSM McGladrey January 2003 - December 2005
Gleason, Sklar, Sawyers & Cumpata LLP January 2001 - December 2003
Zone Trader.com 2000 - 2001
Arthur Andersen 1986 - 2000
Valtec Associates 1982 - 1986
International Bridge Corporation 1980 - 1982
Skills
Tax, Tax Accounting, CPA, Property Tax, Income Tax, Due Diligence, Valuation, Cost Segregation, International Tax, Auditing, Business Strategy, Real Estate, Cash Flow, Business Planning, Manufacturing, Asset Managment, Restaurants, Tax Credits, Real Estate Development, Asset Management, Construction, Healthcare, Utility Industry, Construction Accounting, Lean Manufacturing, Depreciation, Accounting, Corporate Tax, Financial Reporting, Tax Law, Financial Analysis
Education
University of Michigan 1979 — 1980
BSCE, Civil Engineering - Construction
Calvin College 1976 — 1979
BS Ltrs & Engr, Engineering
Bruce Morley's RSM McGladrey Experience May 2002 - August 2009
Job Tax Reporting & Strategy at PwC
Industry Accounting
Experience
PwC July 2013 - Present
EY June 2012 - July 2013
Antioch Company September 2009 - June 2012
RSM McGladrey May 2002 - August 2009
Arthur Andersen LLP December 2001 - May 2002
Deloitte June 1996 - December 2001
Skills
Corporate Tax, Income Tax, Tax, US GAAP, Tax Preparation, Tax Accounting, Tax Research, International Tax, Employment Tax, Business Process..., Accounting, SEC filings, Transfer Pricing, Tax Advisory, Financial Reporting, Sarbanes-Oxley Act, Partnership Taxation, CPA, Tax Law, Tax Returns
Education
Brigham Young University 1991 — 1996
MAcc, Taxation
PwC July 2013 - Present
EY June 2012 - July 2013
Antioch Company September 2009 - June 2012
RSM McGladrey May 2002 - August 2009
Arthur Andersen LLP December 2001 - May 2002
Deloitte June 1996 - December 2001
Skills
Corporate Tax, Income Tax, Tax, US GAAP, Tax Preparation, Tax Accounting, Tax Research, International Tax, Employment Tax, Business Process..., Accounting, SEC filings, Transfer Pricing, Tax Advisory, Financial Reporting, Sarbanes-Oxley Act, Partnership Taxation, CPA, Tax Law, Tax Returns
Education
Brigham Young University 1991 — 1996
MAcc, Taxation
Marcus Panasewicz's RSM McGladrey Experience December 2007 - April 2009
Job Deloitte Senior Manager
Industry Accounting
Experience
Deloitte August 2010 - Present
ADP April 2009 - August 2010
RSM McGladrey December 2007 - April 2009
PricewaterhouseCoopers LLP 2000 - 2007
Grant Thornton 1997 - 2000
Skills
Tax Research, Tax Credits, State Tax, Indirect Taxation, Corporate Tax, Tax, SEC filings, Tax Law
Education
California State University-Fullerton 1987 — 1991
B.S., Accounting
Deloitte August 2010 - Present
ADP April 2009 - August 2010
RSM McGladrey December 2007 - April 2009
PricewaterhouseCoopers LLP 2000 - 2007
Grant Thornton 1997 - 2000
Skills
Tax Research, Tax Credits, State Tax, Indirect Taxation, Corporate Tax, Tax, SEC filings, Tax Law
Education
California State University-Fullerton 1987 — 1991
B.S., Accounting
Susan Wong CPA, MSA's RSM McGladrey Experience January 2006 - January 2008
Job Senior Staff Accountant at The Home for Little Wanderers
Industry Accounting
Experience
The Home for Little Wanderers May 2014 - Present
Simmons College January 2009 - April 2014
Accountemp (The Winsor School) September 2008 - November 2008
RSM McGladrey January 2006 - January 2008
McGladrey & Pullen, LLP August 2004 - December 2005
Skills
General Ledger, Bank Reconciliation, Financial Accounting, Account Reconciliation, Tax Preparation, Payroll, Accounts Receivable, Accounts Payable
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
MS, Accounting
Boston College 2000 — 2004
BS, Accounting
The Home for Little Wanderers May 2014 - Present
Simmons College January 2009 - April 2014
Accountemp (The Winsor School) September 2008 - November 2008
RSM McGladrey January 2006 - January 2008
McGladrey & Pullen, LLP August 2004 - December 2005
Skills
General Ledger, Bank Reconciliation, Financial Accounting, Account Reconciliation, Tax Preparation, Payroll, Accounts Receivable, Accounts Payable
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
MS, Accounting
Boston College 2000 — 2004
BS, Accounting
Lynette Ruple's RSM McGladrey Experience January 2001 - April 2006
Job Finance Director at Hershey Montessori School
Industry Accounting
Experience
Hershey Montessori School July 2014 - Present
Gilmour Academy January 2011 - June 2014
AeroControlex Group - a divison of TransDigm Inc. April 2006 - June 2007
RSM McGladrey January 2001 - April 2006
Skills
Accounting, Financial Analysis, CPA, Financial Reporting, Budgets, Internal Controls, Tax, General Ledger, Tax Preparation
Education
Bowling Green State University 1996 — 2000
BSBA, Accounting/Int'l Business
Hershey Montessori School July 2014 - Present
Gilmour Academy January 2011 - June 2014
AeroControlex Group - a divison of TransDigm Inc. April 2006 - June 2007
RSM McGladrey January 2001 - April 2006
Skills
Accounting, Financial Analysis, CPA, Financial Reporting, Budgets, Internal Controls, Tax, General Ledger, Tax Preparation
Education
Bowling Green State University 1996 — 2000
BSBA, Accounting/Int'l Business
Jennifer Rammell's RSM McGladrey Experience January 1998 - December 2000
Job Owner, Rammell & Company, CPAs
Industry Accounting
Experience
Rammell & Company CPAs January 2008 - Present
RSM McGladrey January 1998 - December 2000
Moore Stephens Wurth Frazer & Torbet, LLP 1988 - 1998
Skills
QuickBooks, Tax, Tax Preparation, Income Tax, Auditing, Sales Tax, CPA, General Ledger, Accounting, Small Business, Payroll Taxes, Corporate Tax, Bookkeeping, Tax Returns, Account Reconciliation, GAAP, Financial Accounting, Journal Entries, Strategic Financial..., Payroll, Accounts Receivable, Financial Reporting, Accounts Payable, Bank Reconciliation, Due Diligence, Partnership Taxation, Internal Controls, Cash Management, Finance, Estate Planning, Tax Accounting, S Corporations, IRS, Accountants, Tax Research
Education
Golden Gate University 1990 — 1992
Masters, Taxation
California State University-Fullerton 1986 — 1989
Bachelors, Business Administration - Accounting
Rammell & Company CPAs January 2008 - Present
RSM McGladrey January 1998 - December 2000
Moore Stephens Wurth Frazer & Torbet, LLP 1988 - 1998
Skills
QuickBooks, Tax, Tax Preparation, Income Tax, Auditing, Sales Tax, CPA, General Ledger, Accounting, Small Business, Payroll Taxes, Corporate Tax, Bookkeeping, Tax Returns, Account Reconciliation, GAAP, Financial Accounting, Journal Entries, Strategic Financial..., Payroll, Accounts Receivable, Financial Reporting, Accounts Payable, Bank Reconciliation, Due Diligence, Partnership Taxation, Internal Controls, Cash Management, Finance, Estate Planning, Tax Accounting, S Corporations, IRS, Accountants, Tax Research
Education
Golden Gate University 1990 — 1992
Masters, Taxation
California State University-Fullerton 1986 — 1989
Bachelors, Business Administration - Accounting
Amanda Grantham's RSM McGladrey Experience October 2010 - September 2011
Job Manager at Realogic Analytics, Inc.
Industry Real Estate
Experience
Realogic Analytics, Inc. January 2012 - Present
Amanda S. Grantham February 2007 - Present
Realogic Analytics, Inc. September 2011 - January 2012
RSM McGladrey October 2010 - September 2011
RSM McGladrey June 2007 - September 2010
Hudson Legal February 2007 - May 2007
Zogas and Vasic, Ltd. May 2005 - February 2007
The John Buck Company October 2000 - December 2002
Skills
Real Estate, Leases, Due Diligence, Lease Administration, Tenant, Contract Negotiation, Microsoft Excel, Investments, Microsoft Office, Commercial Real Estate
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2005
J.D., Law
Thomas M. Cooley Law School 2003 — 2003
Law
Grand Valley State University 1995 — 2000
B.B.A., Marketing
Wayland
Realogic Analytics, Inc. January 2012 - Present
Amanda S. Grantham February 2007 - Present
Realogic Analytics, Inc. September 2011 - January 2012
RSM McGladrey October 2010 - September 2011
RSM McGladrey June 2007 - September 2010
Hudson Legal February 2007 - May 2007
Zogas and Vasic, Ltd. May 2005 - February 2007
The John Buck Company October 2000 - December 2002
Skills
Real Estate, Leases, Due Diligence, Lease Administration, Tenant, Contract Negotiation, Microsoft Excel, Investments, Microsoft Office, Commercial Real Estate
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2005
J.D., Law
Thomas M. Cooley Law School 2003 — 2003
Law
Grand Valley State University 1995 — 2000
B.B.A., Marketing
Wayland
Reza Mahban's RSM McGladrey Experience October 2004 - July 2011
Job Controller at Wingate Companies
Industry Accounting
Experience
Wingate Companies August 2011 - Present
McGladrey & Pullen 2004 - Present
RSM McGladrey October 2004 - July 2011
ziner 2004 - 2008
american express tax and business 2004 - 2008
reznick 1997 - 2000
reznick 1997 - 2000
reznick fedder & silverman 1997 - 2000
Skills
CPA, Financial Reporting, US GAAP, Accounting, Financial Analysis, Financial Accounting, GAAP, Auditing, SEC filings, Internal Controls, Tax, Corporate Tax, Due Diligence
Education
Boston College
BA, Accounting
Wingate Companies August 2011 - Present
McGladrey & Pullen 2004 - Present
RSM McGladrey October 2004 - July 2011
ziner 2004 - 2008
american express tax and business 2004 - 2008
reznick 1997 - 2000
reznick 1997 - 2000
reznick fedder & silverman 1997 - 2000
Skills
CPA, Financial Reporting, US GAAP, Accounting, Financial Analysis, Financial Accounting, GAAP, Auditing, SEC filings, Internal Controls, Tax, Corporate Tax, Due Diligence
Education
Boston College
BA, Accounting
Talisha E. Schaffer, MBA's RSM McGladrey Experience November 2006 - January 2008
Job Senior Internal Auditor at Chicago Transit Authority
Industry Accounting
Experience
Mitchell & Titus, LLP September 2012 - June 2014
Schaffer Consulting August 2006 - June 2014
Benford Brown & Associates, LLC May 2010 - September 2012
National Association of Black Accountants (NABA) July 2011 - June 2012
RSM McGladrey November 2006 - January 2008
ABN AMRO November 2004 - November 2006
Deloitte June 2003 - November 2004
Ernst & Young August 1997 - June 2003
Ernst & Young 1997 - 2000
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, Accounts Payable, Bookkeeping, Finance, Financial Accounting, Financial Analysis, Auditing, Financial Statements, GAAP, IT Audit, Income Tax, Internal Audit, Managerial Finance, US GAAP, Payroll
Education
University of Phoenix 2008 — 2009
MBA, Businsess Administration
Chicago State University 1999 — 2002
BS, Accounting
SSCA
Mitchell & Titus, LLP September 2012 - June 2014
Schaffer Consulting August 2006 - June 2014
Benford Brown & Associates, LLC May 2010 - September 2012
National Association of Black Accountants (NABA) July 2011 - June 2012
RSM McGladrey November 2006 - January 2008
ABN AMRO November 2004 - November 2006
Deloitte June 2003 - November 2004
Ernst & Young August 1997 - June 2003
Ernst & Young 1997 - 2000
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, Accounts Payable, Bookkeeping, Finance, Financial Accounting, Financial Analysis, Auditing, Financial Statements, GAAP, IT Audit, Income Tax, Internal Audit, Managerial Finance, US GAAP, Payroll
Education
University of Phoenix 2008 — 2009
MBA, Businsess Administration
Chicago State University 1999 — 2002
BS, Accounting
SSCA
Michael E. Chang, CPA's RSM McGladrey Experience December 2004 - June 2010
Job Tax Manager
Industry Accounting
Experience
Falken Tire Corporation April 2012 - Present
City of Hope June 2010 - April 2012
RSM McGladrey December 2004 - June 2010
Skills
Tax Research, Corporate Tax, Tax, Sales Tax, CPA, Tax Advisory, Accounting, Tax Accounting, GAAP, US GAAP, S Corporations, Financial Statements, FIN 48, Financial Accounting, Internal Controls
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master's of Business Taxation (MBT), Taxation
Yonsei University 2003 — 2004
International Education and Exchange Program, Business & Public Administration; Concentration: Accounting
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
Bachelors of Science, Business and Public Admin; Accounting
Falken Tire Corporation April 2012 - Present
City of Hope June 2010 - April 2012
RSM McGladrey December 2004 - June 2010
Skills
Tax Research, Corporate Tax, Tax, Sales Tax, CPA, Tax Advisory, Accounting, Tax Accounting, GAAP, US GAAP, S Corporations, Financial Statements, FIN 48, Financial Accounting, Internal Controls
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master's of Business Taxation (MBT), Taxation
Yonsei University 2003 — 2004
International Education and Exchange Program, Business & Public Administration; Concentration: Accounting
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
Bachelors of Science, Business and Public Admin; Accounting
Will Debler's RSM McGladrey Experience October 2005 - October 2008
Job Partner at King, Mcnamara & Moriarty
Industry Accounting
Experience
King, McNamara & Moriarty LLP October 2008 - Present
RSM McGladrey October 2005 - October 2008
BDO Seidman, LLP October 2002 - October 2004
Education
Boston College 1977 — 1980
BS, Accounting
King, McNamara & Moriarty LLP October 2008 - Present
RSM McGladrey October 2005 - October 2008
BDO Seidman, LLP October 2002 - October 2004
Education
Boston College 1977 — 1980
BS, Accounting
Robert Bahus's RSM McGladrey Experience 2008 - 2009
Job Shareholder at Bahus & Brenner, P.S.
Industry Accounting
Experience
Bahus & Brenner, P.S. May 2013 - Present
Smith Bunday Berman Britton September 2011 - May 2013
Levin & Hu, LLP December 2009 - October 2011
RSM McGladrey 2008 - 2009
Education
Central Washington University 2005 — 2008
Bachelors, Accounting
Bahus & Brenner, P.S. May 2013 - Present
Smith Bunday Berman Britton September 2011 - May 2013
Levin & Hu, LLP December 2009 - October 2011
RSM McGladrey 2008 - 2009
Education
Central Washington University 2005 — 2008
Bachelors, Accounting
Lisa Gomez's RSM McGladrey Experience November 2008 - Present
Job International Tax Supervisor at RSM McGladery
Industry Accounting
Experience
RSM McGladrey November 2008 - Present
Grant Thornton September 2005 - October 2008
Skills
International Tax, Tax, Transfer Pricing, Tax Accounting, Corporate Tax, Tax Advisory
Education
California State University-Fullerton 2002 — 2004
BA, Accounting
San Diego State University-California State University 2000 — 2002
RSM McGladrey November 2008 - Present
Grant Thornton September 2005 - October 2008
Skills
International Tax, Tax, Transfer Pricing, Tax Accounting, Corporate Tax, Tax Advisory
Education
California State University-Fullerton 2002 — 2004
BA, Accounting
San Diego State University-California State University 2000 — 2002
Carolyn Erickson's RSM McGladrey Experience 2001 - 2008
Job Senior Human Capital Partner
Industry Human Resources
Experience
Optum March 2009 - Present
Collins March 2008 - March 2009
RSM McGladrey 2001 - 2008
Benchmark Computer Learning 1999 - 2001
GE Capital IT Solutions 1997 - 1999
Skills
Coaching, Organizational..., Succession Planning, Leadership Development, Recruiting, Employee Training, Performance Measurement, Culture Development, Strategy Execution, Organizational..., Employee Engagement, Performance Management, Workforce Planning, Talent Management, Organizational Design, Executive Coaching, Employee Relations, Strategy, Human Resources, Leadership, Change Management, Benefits Administration, Management, Onboarding, Deferred Compensation, Employee Benefits
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Participated in academic sessions as part of United Health Group Executive Development Program, Financial literacy, blue ocean strategy, design thinking and leading change.
Human Capital Certification from United Health Group 2009 — 2012
Human Capital Certification from United Health Group
Capella University 1998 — 1998
Masters, Human Services
Hudson Institute
Coaching Certificate
Optum March 2009 - Present
Collins March 2008 - March 2009
RSM McGladrey 2001 - 2008
Benchmark Computer Learning 1999 - 2001
GE Capital IT Solutions 1997 - 1999
Skills
Coaching, Organizational..., Succession Planning, Leadership Development, Recruiting, Employee Training, Performance Measurement, Culture Development, Strategy Execution, Organizational..., Employee Engagement, Performance Management, Workforce Planning, Talent Management, Organizational Design, Executive Coaching, Employee Relations, Strategy, Human Resources, Leadership, Change Management, Benefits Administration, Management, Onboarding, Deferred Compensation, Employee Benefits
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Participated in academic sessions as part of United Health Group Executive Development Program, Financial literacy, blue ocean strategy, design thinking and leading change.
Human Capital Certification from United Health Group 2009 — 2012
Human Capital Certification from United Health Group
Capella University 1998 — 1998
Masters, Human Services
Hudson Institute
Coaching Certificate
Alice Moore, CGMA's RSM McGladrey Experience October 1996 - February 2003
Job SBU Controller at Breeders Choice Pet Foods
Industry Food & Beverages
Experience
Central Garden and Pet August 2009 - Present
Driftwood Dairy, Inc. February 2003 - July 2009
RSM McGladrey October 1996 - February 2003
McGladrey & Pullen December 1987 - September 1992
Skills
Financial Reporting, Internal Controls, Forecasting, Business Analysis, Manufacturing, Accounting, Financial Accounting, Auditing, Budgets, Financial Analysis, Leadership, Finance, Management Consulting, Business Strategy, Executive Management, CPA, Management, Sarbanes-Oxley Act, GAAP
Education
California State University-Fullerton 1983 — 1987
BA, Business, Accounting Concentration
Central Garden and Pet August 2009 - Present
Driftwood Dairy, Inc. February 2003 - July 2009
RSM McGladrey October 1996 - February 2003
McGladrey & Pullen December 1987 - September 1992
Skills
Financial Reporting, Internal Controls, Forecasting, Business Analysis, Manufacturing, Accounting, Financial Accounting, Auditing, Budgets, Financial Analysis, Leadership, Finance, Management Consulting, Business Strategy, Executive Management, CPA, Management, Sarbanes-Oxley Act, GAAP
Education
California State University-Fullerton 1983 — 1987
BA, Business, Accounting Concentration
Julie (Brown) Anderson's RSM McGladrey Experience 1989 - 1991
Job Financial Analysis & Reporting Manager at LeanLogistics
Industry Computer Software
Experience
LeanLogistics May 2008 - Present
National Multiple Sclerosis Society 2005 - 2007
Geenen & Kolean 2000 - 2003
McGladrey & Pullen 1995 - 2000
Coopers & Lybrand 1992 - 1995
RSM McGladrey 1989 - 1991
Skills
Accounting, Forecasting, Process Improvement, Analysis, Budgets, Start-ups, Business Analysis, Financial Reporting, Microsoft Excel, Finance, Tax, Mergers & Acquisitions, Strategic Financial..., ERP
Education
Central College 1985 — 1989
B.A., Accounting
LeanLogistics May 2008 - Present
National Multiple Sclerosis Society 2005 - 2007
Geenen & Kolean 2000 - 2003
McGladrey & Pullen 1995 - 2000
Coopers & Lybrand 1992 - 1995
RSM McGladrey 1989 - 1991
Skills
Accounting, Forecasting, Process Improvement, Analysis, Budgets, Start-ups, Business Analysis, Financial Reporting, Microsoft Excel, Finance, Tax, Mergers & Acquisitions, Strategic Financial..., ERP
Education
Central College 1985 — 1989
B.A., Accounting
Duane Legan, PMP's RSM McGladrey Experience July 1999 - July 2000
Job Vice President of Airport Operations at RaleighDurham Airport Authority
Industry Airlines/Aviation
Experience
Raleigh-Durham Airport Authority November 2013 - Present
Raleigh-Durham Airport Authority April 2012 - November 2013
RDU Airport February 2008 - April 2012
Marine Federal Credit Union August 2000 - October 2007
RSM McGladrey July 1999 - July 2000
United States Marine Corps June 1977 - October 1999
Skills
Virtualization, Security, Process Improvement, Program Management, Integration, Budgets, Project Planning, Cisco Technologies, Data Center, Strategic Planning, Change Management, IT Management, Troubleshooting, IT Operations, Project Management, Microsoft Office, Disaster Recovery, Operations Management, Analysis, Team Building, System Administration, Networking, Telecommunications
Education
Boston University 1997 — 1999
MS, Computer Information Systems
Purdue University 1982 — 1985
BS, Organizational leadership
Perry Meridian HS
Raleigh-Durham Airport Authority November 2013 - Present
Raleigh-Durham Airport Authority April 2012 - November 2013
RDU Airport February 2008 - April 2012
Marine Federal Credit Union August 2000 - October 2007
RSM McGladrey July 1999 - July 2000
United States Marine Corps June 1977 - October 1999
Skills
Virtualization, Security, Process Improvement, Program Management, Integration, Budgets, Project Planning, Cisco Technologies, Data Center, Strategic Planning, Change Management, IT Management, Troubleshooting, IT Operations, Project Management, Microsoft Office, Disaster Recovery, Operations Management, Analysis, Team Building, System Administration, Networking, Telecommunications
Education
Boston University 1997 — 1999
MS, Computer Information Systems
Purdue University 1982 — 1985
BS, Organizational leadership
Perry Meridian HS
James Wallery's RSM McGladrey Experience July 1999 - October 2001
Job Vice President, Financial Trading, LNG at Repsol Energy North America
Industry Oil & Energy
Experience
Repsol Energy North America October 2011 - Present
Repsol Energy North America October 2010 - October 2011
Boardwalk Pipeline Partners October 2009 - November 2010
Shell Energy North America October 2001 - October 2009
RSM McGladrey July 1999 - October 2001
Self employed November 1998 - June 1999
Société Générale Asset Management July 1993 - October 1998
Rodman & Renshaw January 1993 - June 1993
Calyon Financial June 1991 - December 1992
American Express Financial Advisors October 1985 - May 1991
Education
The University of Chicago Booth School of Business 1997 — 1998
MBA
Bowling Green State University 1981 — 1985
BSBA
Repsol Energy North America October 2011 - Present
Repsol Energy North America October 2010 - October 2011
Boardwalk Pipeline Partners October 2009 - November 2010
Shell Energy North America October 2001 - October 2009
RSM McGladrey July 1999 - October 2001
Self employed November 1998 - June 1999
Société Générale Asset Management July 1993 - October 1998
Rodman & Renshaw January 1993 - June 1993
Calyon Financial June 1991 - December 1992
American Express Financial Advisors October 1985 - May 1991
Education
The University of Chicago Booth School of Business 1997 — 1998
MBA
Bowling Green State University 1981 — 1985
BSBA
Nancy Horiuchi's RSM McGladrey Experience 2002 - 2007
Job Owner/CPA Horiuchi Zimmerman Bartels, PS
Industry Accounting
Experience
Horiuchi Zimmerman Bartels, PS December 2007 - Present
RSM McGladrey 2002 - 2007
Fitchitt & Benedict CPAs October 1998 - November 2001
Crow & Associates PS 1988 - 1991
Skills
CPA, Tax Preparation, Corporate Tax, Income Tax, Tax, IRS, Partnership Taxation, Business Valuation, Internal Controls, US GAAP, Tax Accounting, GAAP, Accounting, Tax Returns, Financial Statements, General Ledger, QuickBooks, Tax Research, Tax Advisory, SEC filings
Education
Golden Gate University 1988 — 2007
Masters, Taxation
Central Washington University 1980 — 1984
BS, Accounting
Horiuchi Zimmerman Bartels, PS December 2007 - Present
RSM McGladrey 2002 - 2007
Fitchitt & Benedict CPAs October 1998 - November 2001
Crow & Associates PS 1988 - 1991
Skills
CPA, Tax Preparation, Corporate Tax, Income Tax, Tax, IRS, Partnership Taxation, Business Valuation, Internal Controls, US GAAP, Tax Accounting, GAAP, Accounting, Tax Returns, Financial Statements, General Ledger, QuickBooks, Tax Research, Tax Advisory, SEC filings
Education
Golden Gate University 1988 — 2007
Masters, Taxation
Central Washington University 1980 — 1984
BS, Accounting
Peter Mylonakos, MBA, M.Sc, CISM, CISSP's RSM McGladrey Experience November 2003 - September 2009
Job Information Security Officer
Industry Information Services
Experience
Western Federal Credit Union July 2013 - Present
American Public University System November 2011 - Present
Toyota Financial Services September 2009 - June 2013
RSM McGladrey November 2003 - September 2009
Exergy Systems, Inc. January 2002 - November 2003
cendant January 1996 - December 2001
Coldwell Banker November 1993 - November 1996
EMI Music June 1990 - November 1993
ARCO June 1989 - June 1990
Skills
PCI DSS, Information Security, Financial Risk, Networking, Information Security..., Vulnerability Assessment, CISSP, ISO 27001, Penetration Testing, Vulnerability Management, IT Audit, Security, CISA, Disaster Recovery, Computer Security, Application Security, COBIT, Business Continuity, Security Architecture..., Security Audits, Network Security
Education
Dakota State University 2010 — 2012
Master of Science (M.Sc.), Computer and Information Systems
The University of South Dakota
Master of Science (M.Sc.), Information Systems Security and Assurance
California State University-San Bernardino 1989 — 1990
MBA/MIS, Information Systems
California State University-Dominguez Hills
B.S, Information Systems
Western Federal Credit Union July 2013 - Present
American Public University System November 2011 - Present
Toyota Financial Services September 2009 - June 2013
RSM McGladrey November 2003 - September 2009
Exergy Systems, Inc. January 2002 - November 2003
cendant January 1996 - December 2001
Coldwell Banker November 1993 - November 1996
EMI Music June 1990 - November 1993
ARCO June 1989 - June 1990
Skills
PCI DSS, Information Security, Financial Risk, Networking, Information Security..., Vulnerability Assessment, CISSP, ISO 27001, Penetration Testing, Vulnerability Management, IT Audit, Security, CISA, Disaster Recovery, Computer Security, Application Security, COBIT, Business Continuity, Security Architecture..., Security Audits, Network Security
Education
Dakota State University 2010 — 2012
Master of Science (M.Sc.), Computer and Information Systems
The University of South Dakota
Master of Science (M.Sc.), Information Systems Security and Assurance
California State University-San Bernardino 1989 — 1990
MBA/MIS, Information Systems
California State University-Dominguez Hills
B.S, Information Systems
Fred Gomes's RSM McGladrey Experience 1985 - 2006
Job Sr. Vice President/CFO at Provident Credit Union
Industry Banking
Experience
Provident Credit Union September 2006 - Present
McGladrey & Pullen 1985 - 2006
RSM McGladrey 1985 - 2006
Skills
Financial Services, Banking, Risk Management, Process Improvement, Financial Analysis, IT Management, Loans, Portfolio Management, Executive Management, Retail Banking, Team Building, Finance, Mortgage Lending, Accounting, Management Consulting, Cash Management, Credit Analysis, Credit Unions, Budgets, CPA, E-commerce, Strategic Planning, Leadership, Financial Reporting, Assurance, Change Management, Sarbanes-Oxley Act, Project Management, Enterprise Risk..., Internal Controls
Education
California State University-Chico 1983 — 1985
Masters in Business Administration, Business
University of California, Davis 1979 — 1982
BA, Political Science/Public Service
Provident Credit Union September 2006 - Present
McGladrey & Pullen 1985 - 2006
RSM McGladrey 1985 - 2006
Skills
Financial Services, Banking, Risk Management, Process Improvement, Financial Analysis, IT Management, Loans, Portfolio Management, Executive Management, Retail Banking, Team Building, Finance, Mortgage Lending, Accounting, Management Consulting, Cash Management, Credit Analysis, Credit Unions, Budgets, CPA, E-commerce, Strategic Planning, Leadership, Financial Reporting, Assurance, Change Management, Sarbanes-Oxley Act, Project Management, Enterprise Risk..., Internal Controls
Education
California State University-Chico 1983 — 1985
Masters in Business Administration, Business
University of California, Davis 1979 — 1982
BA, Political Science/Public Service
Bridget Wherley, CIA, CFSA, CRMA's RSM McGladrey Experience January 2006 - November 2009
Job Vice President, Manager Internal Controls at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management March 2015 - Present
Allianz Life October 2011 - February 2015
Frandsen Financial Corporation November 2009 - October 2011
RSM McGladrey January 2006 - November 2009
Skills
Sarbanes-Oxley Act, Internal Audit, Risk Management, Internal Controls, Banking, Enterprise Risk..., Financial Reporting, Risk Assessment, Fraud, Auditing, Financial Analysis, Financial Risk, Cash Management, Management Consulting, Financial Accounting, Sarbanes-Oxley, Operational Risk..., IT Audit, Process Improvement, Accounting, External Audit, GAAP, Financial Services, Financial Audits, SEC filings, AML, CPA, Finance, SAS70, US GAAP, Corporate Finance, Managerial Finance
Education
Cardinal Stritch University
Master of Business Administration (MBA), Strategic Management
Metropolitan State University
Bachelor's Degree, Business Administration, Economics
University of Minnesota-Twin Cities
Pine River Capital Management March 2015 - Present
Allianz Life October 2011 - February 2015
Frandsen Financial Corporation November 2009 - October 2011
RSM McGladrey January 2006 - November 2009
Skills
Sarbanes-Oxley Act, Internal Audit, Risk Management, Internal Controls, Banking, Enterprise Risk..., Financial Reporting, Risk Assessment, Fraud, Auditing, Financial Analysis, Financial Risk, Cash Management, Management Consulting, Financial Accounting, Sarbanes-Oxley, Operational Risk..., IT Audit, Process Improvement, Accounting, External Audit, GAAP, Financial Services, Financial Audits, SEC filings, AML, CPA, Finance, SAS70, US GAAP, Corporate Finance, Managerial Finance
Education
Cardinal Stritch University
Master of Business Administration (MBA), Strategic Management
Metropolitan State University
Bachelor's Degree, Business Administration, Economics
University of Minnesota-Twin Cities
Jim Blayney's RSM McGladrey Experience January 1975 - June 2004
Job Board of Advisors at CBE Companies
Industry Legal Services
Experience
CBE Companies August 2015 - Present
Renew Data Corporation May 2011 - January 2015
ERS Group December 2008 - April 2011
SOURCECORP Legal Claims and Consulting Division June 2008 - April 2011
Rust Consulting August 2004 - December 2008
RSM McGladrey January 1975 - June 2004
Skills
Litigation Support, Leadership, Due Diligence, Strategy, Business Strategy, Mergers, SaaS, Strategic Planning, Team Leadership, Business Development, Management, Mergers & Acquisitions, Process Improvement, CPA, Team Building, Financial Analysis, Accounting, Litigation Consulting, Financial Reporting, Business Valuation, Risk Management, Executive Management, Start-ups, Financial Modeling, Forecasting, Management Consulting, SEC filings
Education
University of Wisconsin-Madison - School of Business 1973 — 1974
Masters, Accounting
Central College 1968 — 1972
Bachelors, Economics
CBE Companies August 2015 - Present
Renew Data Corporation May 2011 - January 2015
ERS Group December 2008 - April 2011
SOURCECORP Legal Claims and Consulting Division June 2008 - April 2011
Rust Consulting August 2004 - December 2008
RSM McGladrey January 1975 - June 2004
Skills
Litigation Support, Leadership, Due Diligence, Strategy, Business Strategy, Mergers, SaaS, Strategic Planning, Team Leadership, Business Development, Management, Mergers & Acquisitions, Process Improvement, CPA, Team Building, Financial Analysis, Accounting, Litigation Consulting, Financial Reporting, Business Valuation, Risk Management, Executive Management, Start-ups, Financial Modeling, Forecasting, Management Consulting, SEC filings
Education
University of Wisconsin-Madison - School of Business 1973 — 1974
Masters, Accounting
Central College 1968 — 1972
Bachelors, Economics
Scott Billadeau's RSM McGladrey Experience March 2003 - March 2006
Job Principal at DSTax, LLC
Industry Information Technology and Services
Experience
DSTax, LLC September 2011 - Present
Definitive Solutions Inc. April 2006 - October 2011
RSM McGladrey March 2003 - March 2006
KPMG March 2000 - February 2003
PricewaterhouseCoopers July 1998 - March 2000
DuCharme, McMillen & Associates 1996 - 1998
London Witte & Company, LLP 1995 - 1997
Skills
Sales/Use Tax, Systems Implementations, Audit Defense, Refund Review Analysis, Sales Tax, Tax, Auditing, Corporate Tax, Accounting
Education
Butler University - College of Business Administration 1991 — 1995
Bachelors, Accounting
DSTax, LLC September 2011 - Present
Definitive Solutions Inc. April 2006 - October 2011
RSM McGladrey March 2003 - March 2006
KPMG March 2000 - February 2003
PricewaterhouseCoopers July 1998 - March 2000
DuCharme, McMillen & Associates 1996 - 1998
London Witte & Company, LLP 1995 - 1997
Skills
Sales/Use Tax, Systems Implementations, Audit Defense, Refund Review Analysis, Sales Tax, Tax, Auditing, Corporate Tax, Accounting
Education
Butler University - College of Business Administration 1991 — 1995
Bachelors, Accounting
Michael Hinchey's RSM McGladrey Experience August 2000 - October 2007
Job Director at Kirkland Albrecht & Fredrickson, LLC
Industry Accounting
Experience
KAF Financial Group October 2007 - Present
RSM McGladrey August 2000 - October 2007
Mullen & Company June 1984 - August 2000
Skills
Tax, Tax Research, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, CPA, US GAAP, GAAP, Tax Accounting, Auditing, Internal Controls, Accounting, Financial Reporting, Partnership Taxation, SEC filings
Education
Boston University School of Law
LLM
Suffolk University Law School
JD
University of Notre Dame
Art & Science
KAF Financial Group October 2007 - Present
RSM McGladrey August 2000 - October 2007
Mullen & Company June 1984 - August 2000
Skills
Tax, Tax Research, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, CPA, US GAAP, GAAP, Tax Accounting, Auditing, Internal Controls, Accounting, Financial Reporting, Partnership Taxation, SEC filings
Education
Boston University School of Law
LLM
Suffolk University Law School
JD
University of Notre Dame
Art & Science
Rick Willden's RSM McGladrey Experience 2003 - 2006
Job Chief Financial Officer at Turbo Resources Int'l
Industry Aviation & Aerospace
Experience
Turbo Resources Int'l July 2013 - Present
Teyma USA / Abengoa 2011 - July 2013
CEA - Global Education 2010 - 2011
Woodside Homes 2006 - April 2010
RSM McGladrey 2003 - 2006
McGladrey & Pullen 2003 - 2006
PricewaterhouseCoopers 1997 - 2006
Coopers & Lybrand 1997 - 2006
PricewaterhouseCoopers 1997 - 2003
Kamdar & Company 1995 - 1997
Skills
IFRS, Spanish, GAAP, US GAAP, English, Internal Controls, Financial Reporting, SOX, Accounting, Audit, SEC reporting, Consolidation, IAS, UK GAAP, External Audit, Financial Accounting, Statutory, Auditing, Revenue Recognition, Internal Audit, Accounting Standards, International Accounting, Technical Accounting, Canadian GAAP, Financial Control, FASB, Microsoft Office, Cost Accounting, 10Q, Word, Excel, GAAS, PowerPoint, Statutory Reporting, Controlling, Financial Instruments, General Ledger, Variance Analysis, Multilingual, Fluent English, SEC filings, Budgets, Forecasting, CPA, Financial Statements, Cash Management, Tax, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley
Education
Brigham Young University 1990 — 1997
Masters, Accounting
Turbo Resources Int'l July 2013 - Present
Teyma USA / Abengoa 2011 - July 2013
CEA - Global Education 2010 - 2011
Woodside Homes 2006 - April 2010
RSM McGladrey 2003 - 2006
McGladrey & Pullen 2003 - 2006
PricewaterhouseCoopers 1997 - 2006
Coopers & Lybrand 1997 - 2006
PricewaterhouseCoopers 1997 - 2003
Kamdar & Company 1995 - 1997
Skills
IFRS, Spanish, GAAP, US GAAP, English, Internal Controls, Financial Reporting, SOX, Accounting, Audit, SEC reporting, Consolidation, IAS, UK GAAP, External Audit, Financial Accounting, Statutory, Auditing, Revenue Recognition, Internal Audit, Accounting Standards, International Accounting, Technical Accounting, Canadian GAAP, Financial Control, FASB, Microsoft Office, Cost Accounting, 10Q, Word, Excel, GAAS, PowerPoint, Statutory Reporting, Controlling, Financial Instruments, General Ledger, Variance Analysis, Multilingual, Fluent English, SEC filings, Budgets, Forecasting, CPA, Financial Statements, Cash Management, Tax, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley
Education
Brigham Young University 1990 — 1997
Masters, Accounting
Sandy Herkenhoff's RSM McGladrey Experience HR GeneralistCB Richard EllisOctober 2005 - January 2008
Job Human Resources Specialist at RSM McGladrey
Industry Human Resources
Experience
RSM McGladrey HR GeneralistCB Richard EllisOctober 2005 - January 2008
Spherion May 2004 - September 2005
Education
Cardinal Stritch University 1998 — 2002
Bachelor's, Business
University of Minnesota Crookston 1976 — 1978
Associate's, General
RSM McGladrey HR GeneralistCB Richard EllisOctober 2005 - January 2008
Spherion May 2004 - September 2005
Education
Cardinal Stritch University 1998 — 2002
Bachelor's, Business
University of Minnesota Crookston 1976 — 1978
Associate's, General
Andrea Shuck's RSM McGladrey Experience December 2003 - March 2005
Job Business Systems Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2013 - Present
Botanica Designs April 2010 - Present
Wells Fargo Home Mortgage June 2012 - November 2013
Thomson Reuters September 2011 - December 2011
Granite Solutions Groupe, Inc. November 2010 - June 2011
Strategic Staffing Solutions May 2009 - June 2010
Self Employed June 2008 - April 2009
Wells Fargo August 2005 - June 2008
RSM McGladrey December 2003 - March 2005
Lowry Hill May 1998 - October 2003
Skills
Process Improvement, Financial Analysis, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Budgets, SharePoint, Leadership, Analysis, Training, Project Planning, Management
Education
Saint Mary's University of Minnesota 2006 — 2008
Bachelor's, Business
Boise State University 1994 — 1996
Business
Florida Southern College 1992 — 1994
Business
Richfield High School
Wells Fargo Home Mortgage December 2013 - Present
Botanica Designs April 2010 - Present
Wells Fargo Home Mortgage June 2012 - November 2013
Thomson Reuters September 2011 - December 2011
Granite Solutions Groupe, Inc. November 2010 - June 2011
Strategic Staffing Solutions May 2009 - June 2010
Self Employed June 2008 - April 2009
Wells Fargo August 2005 - June 2008
RSM McGladrey December 2003 - March 2005
Lowry Hill May 1998 - October 2003
Skills
Process Improvement, Financial Analysis, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Budgets, SharePoint, Leadership, Analysis, Training, Project Planning, Management
Education
Saint Mary's University of Minnesota 2006 — 2008
Bachelor's, Business
Boise State University 1994 — 1996
Business
Florida Southern College 1992 — 1994
Business
Richfield High School
Maria Tournas's RSM McGladrey Experience October 2005 - November 2009
Job Experienced Income Tax Professional
Industry Accounting
Experience
Rockit Solutions LLC March 2013 - Present
Maxum Petroleum, Inc. November 2009 - December 2012
RSM McGladrey October 2005 - November 2009
Louis Dreyfus Corp. June 2005 - October 2005
Skills
Tax, Auditing, General Ledger, Income Tax, Financial Reporting, Sarbanes-Oxley Act, Tax Returns, Account Reconciliation, Accounting, Accounts Receivable, Corporate Finance, Finance, SAP
Education
Boston University - School of Management 2001 — 2005
BS in Business Administration, Accounting
Rockit Solutions LLC March 2013 - Present
Maxum Petroleum, Inc. November 2009 - December 2012
RSM McGladrey October 2005 - November 2009
Louis Dreyfus Corp. June 2005 - October 2005
Skills
Tax, Auditing, General Ledger, Income Tax, Financial Reporting, Sarbanes-Oxley Act, Tax Returns, Account Reconciliation, Accounting, Accounts Receivable, Corporate Finance, Finance, SAP
Education
Boston University - School of Management 2001 — 2005
BS in Business Administration, Accounting
Chris Gauss's RSM McGladrey Experience 2005 - 2007
Job Senior Tax Manager at Deloitte Tax
Industry Accounting
Experience
Deloitte Tax August 2015 - Present
Deloitte Tax September 2010 - Present
Deloitte Tax 2007 - 2010
RSM McGladrey 2005 - 2007
alamo pharmaceuticals 1999 - 2004
Skills
Accounts Payable, CPA, GAAP, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Research, Auditing
Education
University of Southern California - Marshall School of Business 2009 — 2012
Masters of Business Taxation
California State University-Fullerton - College of Business and Economics 2002 — 2004
Accounting
Deloitte Tax August 2015 - Present
Deloitte Tax September 2010 - Present
Deloitte Tax 2007 - 2010
RSM McGladrey 2005 - 2007
alamo pharmaceuticals 1999 - 2004
Skills
Accounts Payable, CPA, GAAP, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Research, Auditing
Education
University of Southern California - Marshall School of Business 2009 — 2012
Masters of Business Taxation
California State University-Fullerton - College of Business and Economics 2002 — 2004
Accounting
Lorine Nemes's RSM McGladrey Experience September 1995 - November 1999
Job Accounting Manager at Icare USA Inc.
Industry Accounting
Experience
Icare USA Inc. August 2015 - Present
Mackay Communications, Inc. January 2010 - June 2015
Highwoods Properties 1999 - 2005
RSM McGladrey September 1995 - November 1999
JPMorgan Chase August 1993 - September 1995
Crowe Chizek and Company September 1989 - July 1993
Skills
Financial Reporting, Accounting, Financial Accounting, Budgets, Variance Analysis, Microsoft Office, Microsoft Excel, Accruals, Fixed Assets, Journal Entries, Revenue Recognition
Education
Bowling Green State University 1985 — 1989
BSBA, Specialization in Accounting
Icare USA Inc. August 2015 - Present
Mackay Communications, Inc. January 2010 - June 2015
Highwoods Properties 1999 - 2005
RSM McGladrey September 1995 - November 1999
JPMorgan Chase August 1993 - September 1995
Crowe Chizek and Company September 1989 - July 1993
Skills
Financial Reporting, Accounting, Financial Accounting, Budgets, Variance Analysis, Microsoft Office, Microsoft Excel, Accruals, Fixed Assets, Journal Entries, Revenue Recognition
Education
Bowling Green State University 1985 — 1989
BSBA, Specialization in Accounting
Randy Churchill's RSM McGladrey Experience December 2006 - September 2007
Job Adjunct Faculty Member at Golden Gate University
Industry Accounting
Experience
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
RSM McGladrey December 2006 - September 2007
Washington Mutual November 1989 - July 2006
Deloitte & Touche May 1981 - November 1989
Arthur Andersen & Co. January 1980 - April 1980
Education
Brigham Young University 1978 — 1981
Masters of Accountancy, Specialization: Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Business, Economics
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
RSM McGladrey December 2006 - September 2007
Washington Mutual November 1989 - July 2006
Deloitte & Touche May 1981 - November 1989
Arthur Andersen & Co. January 1980 - April 1980
Education
Brigham Young University 1978 — 1981
Masters of Accountancy, Specialization: Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Business, Economics
Joslynn V. Harris, MAFM's RSM McGladrey Experience 2000 - 2007
Job General Ledger Accountant at UIC Technical Services
Industry Accounting
Experience
UIC Technical Services / Bowhead April 2011 - Present
Joslynn V. Harris & Associates LLC April 2010 - Present
RSM McGladrey 2000 - 2007
Skills
FAR, DCAA, GAAP, Financial Accounting, Fixed Assets, QuickBooks, Bookkeeping, Financial Reporting, Tax Preparation, Tax Research, Budget, Estates, Trusts, Microsoft Dynamics SL, Merchant Services, Trial Balance, Bank Reconciliation, Account Reconciliation, Month End Close, Year-end Close, Payroll Taxes, General Ledger, Accounts Receivable, Payroll, Income Tax, Budgets, Journal Entries, Auditing, Analysis
Education
Keller Graduate School of Management 2009 — 2011
Master's degree, Accounting and Financial Management
Champlain College 1995 — 1998
BS, Business/Accounting
UIC Technical Services / Bowhead April 2011 - Present
Joslynn V. Harris & Associates LLC April 2010 - Present
RSM McGladrey 2000 - 2007
Skills
FAR, DCAA, GAAP, Financial Accounting, Fixed Assets, QuickBooks, Bookkeeping, Financial Reporting, Tax Preparation, Tax Research, Budget, Estates, Trusts, Microsoft Dynamics SL, Merchant Services, Trial Balance, Bank Reconciliation, Account Reconciliation, Month End Close, Year-end Close, Payroll Taxes, General Ledger, Accounts Receivable, Payroll, Income Tax, Budgets, Journal Entries, Auditing, Analysis
Education
Keller Graduate School of Management 2009 — 2011
Master's degree, Accounting and Financial Management
Champlain College 1995 — 1998
BS, Business/Accounting
Robert Bock's RSM McGladrey Experience 2001 - 2007
Job Executive with solid credentials in both Information Technology and Supply Chain/Materials Management
Industry Information Technology and Services
Experience
FUM, LLC 2007 - Present
RSM McGladrey 2001 - 2007
Precision Twist Drill 1996 - 1999
AM&G 1990 - 1994
Education
Bradley University 1980 — 1984
BS, Operations Management / Information Systems
FUM, LLC 2007 - Present
RSM McGladrey 2001 - 2007
Precision Twist Drill 1996 - 1999
AM&G 1990 - 1994
Education
Bradley University 1980 — 1984
BS, Operations Management / Information Systems
Mary Gitzendanner's RSM McGladrey Experience March 1983 - May 2009
Job Accounting at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey March 1983 - May 2009
Education
Campbell University 1963 — 1965
BS, Business Administration
UNC Women's College (now UNCG) 1961 — 1963
RSM McGladrey March 1983 - May 2009
Education
Campbell University 1963 — 1965
BS, Business Administration
UNC Women's College (now UNCG) 1961 — 1963
Sue Hoelscher's RSM McGladrey Experience 2005 - December 2011
Job Accounting Manager at HMB
Industry Accounting
Experience
HMB June 2013 - Present
McGladrey January 2012 - May 2013
RSM McGladrey 2005 - December 2011
American Express TBS 2000 - 2007
Hausser + Taylor 1994 - 2007
Hausser + Taylor 1994 - 2007
Education
Bowling Green State University 1981 — 1985
BSBA, Accounting
HMB June 2013 - Present
McGladrey January 2012 - May 2013
RSM McGladrey 2005 - December 2011
American Express TBS 2000 - 2007
Hausser + Taylor 1994 - 2007
Hausser + Taylor 1994 - 2007
Education
Bowling Green State University 1981 — 1985
BSBA, Accounting
Elizabeth Reefer's RSM McGladrey Experience November 2008 - March 2009
Job Banking Professional
Industry Banking
Experience
RSM McGladrey November 2008 - March 2009
BKD, LLP June 2006 - November 2008
Education
New York Law School 1977 — 1980
J.D., Law
Bryn Mawr College 1969 — 1975
A.B. cum laude, Sociology
RSM McGladrey November 2008 - March 2009
BKD, LLP June 2006 - November 2008
Education
New York Law School 1977 — 1980
J.D., Law
Bryn Mawr College 1969 — 1975
A.B. cum laude, Sociology
Carl Goin's RSM McGladrey Experience 2008 - Present
Job
Industry
Experience
RSM McGladrey 2008 - Present
Managing Agent Resolution Trust Corporation (RTC) January 1990 - November 1993
Skills
Marketing, Financial Reporting, Underwriting, Loans, Financial Analysis, Microsoft Excel, Credit Risk, Property Management, Cash Management, Corporate Finance, Commercial Real Estate, Capital Markets, Portfolio Management, Management, Risk Management, Microsoft Office, Real Estate, Banking, Investments, Real Estate Economics, Managerial Finance, Accounting, Commercial Banking, Customer Service, Due Diligence, Outlook, Credit Analysis, Finance, Loan Servicing, Internal Audit, Financial Services, Valuation, Restructuring, Credit, Financial Risk, Mortgage Underwriting, Mortgage Lending, Project Management, Analysis, Asset Management, Auditing, Risk Assessment, Mergers & Acquisitions, Executive Management, Business Analysis, Budgets, Financial Modeling, Process Improvement, Cash Flow, Property
Education
Paradise Valley Community College 1999 — 2000
Certificate, Enviromental Health & Safety
California State University-Los Angeles 1962 — 1964
Bachelor, Government/International Relations
Los Angeles City College 1962 — 1964
Associate, Business/Government
RSM McGladrey 2008 - Present
Managing Agent Resolution Trust Corporation (RTC) January 1990 - November 1993
Skills
Marketing, Financial Reporting, Underwriting, Loans, Financial Analysis, Microsoft Excel, Credit Risk, Property Management, Cash Management, Corporate Finance, Commercial Real Estate, Capital Markets, Portfolio Management, Management, Risk Management, Microsoft Office, Real Estate, Banking, Investments, Real Estate Economics, Managerial Finance, Accounting, Commercial Banking, Customer Service, Due Diligence, Outlook, Credit Analysis, Finance, Loan Servicing, Internal Audit, Financial Services, Valuation, Restructuring, Credit, Financial Risk, Mortgage Underwriting, Mortgage Lending, Project Management, Analysis, Asset Management, Auditing, Risk Assessment, Mergers & Acquisitions, Executive Management, Business Analysis, Budgets, Financial Modeling, Process Improvement, Cash Flow, Property
Education
Paradise Valley Community College 1999 — 2000
Certificate, Enviromental Health & Safety
California State University-Los Angeles 1962 — 1964
Bachelor, Government/International Relations
Los Angeles City College 1962 — 1964
Associate, Business/Government
Michelle Scampoli's RSM McGladrey Experience 1997 - 2007
Job Office Manager at Harris, Hardy & Johnstone, P.C.
Industry Accounting
Experience
Harris, Hardy & Johnstone, P.C. September 2007 - Present
RSM McGladrey 1997 - 2007
Skills
Tax Preparation, QuickBooks, Accounting, Tax Returns, General Ledger, Accounts Payable, Microsoft Excel, Tax, Financial Statements, Account Reconciliation, Financial Accounting, Office Management, Financial Reporting, Auditing
Education
Champlain College 1985 — 1987
Associate's degree, Office Management and Supervision
Harris, Hardy & Johnstone, P.C. September 2007 - Present
RSM McGladrey 1997 - 2007
Skills
Tax Preparation, QuickBooks, Accounting, Tax Returns, General Ledger, Accounts Payable, Microsoft Excel, Tax, Financial Statements, Account Reconciliation, Financial Accounting, Office Management, Financial Reporting, Auditing
Education
Champlain College 1985 — 1987
Associate's degree, Office Management and Supervision
Jaime Hanson's RSM McGladrey Experience February 2010 - April 2010
Job Currently seeking a tax position
Industry Accounting
Experience
JPMorgan Chase November 2012 - July 2013
Experis (Formerly Jefferson Wells) June 2011 - November 2012
RSM McGladrey February 2010 - April 2010
Interpublic Group April 2006 - August 2009
Deloitte June 2000 - April 2006
Skills
Tax, Tax Advisory, International Tax, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, US GAAP, Financial Accounting, GAAP, Financial Modeling, Corporate Tax
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
Bachelor of Science, Ag Business, Concentration in Finance
California Polytechnic State University-San Luis Obispo
Finance, General
JPMorgan Chase November 2012 - July 2013
Experis (Formerly Jefferson Wells) June 2011 - November 2012
RSM McGladrey February 2010 - April 2010
Interpublic Group April 2006 - August 2009
Deloitte June 2000 - April 2006
Skills
Tax, Tax Advisory, International Tax, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, US GAAP, Financial Accounting, GAAP, Financial Modeling, Corporate Tax
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
Bachelor of Science, Ag Business, Concentration in Finance
California Polytechnic State University-San Luis Obispo
Finance, General
Kris Yamano's RSM McGladrey Experience 2004 - 2007
Job Vice President Senior Wealth Planning Strategist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo November 2013 - Present
Squar Milner July 2012 - October 2013
Squar Milner December 2010 - June 2012
PricewaterhouseCoopers October 2007 - December 2010
RSM McGladrey 2004 - 2007
The Ayco Company 2003 - 2004
Skills
Tax, Estate Law, Income Tax, Tax Advisory, Tax Accounting, High Net Worth..., Tax Law, Estate Tax Planning, Tax Preparation, Trusts, Tax Research, Tax Returns, Estate Planning, Big 4, Gift Tax, Multi-generational..., Succession Planning, Charitable Gift Planning, Personal Financial...
Education
Chapman University, School of Law 1999 — 2003
JD/MBA
University of California, Los Angeles 1995 — 1999
BA, Sociology
Wells Fargo November 2013 - Present
Squar Milner July 2012 - October 2013
Squar Milner December 2010 - June 2012
PricewaterhouseCoopers October 2007 - December 2010
RSM McGladrey 2004 - 2007
The Ayco Company 2003 - 2004
Skills
Tax, Estate Law, Income Tax, Tax Advisory, Tax Accounting, High Net Worth..., Tax Law, Estate Tax Planning, Tax Preparation, Trusts, Tax Research, Tax Returns, Estate Planning, Big 4, Gift Tax, Multi-generational..., Succession Planning, Charitable Gift Planning, Personal Financial...
Education
Chapman University, School of Law 1999 — 2003
JD/MBA
University of California, Los Angeles 1995 — 1999
BA, Sociology
Naomi Cardenas Poblano's RSM McGladrey Experience January 2008 - November 2008
Job Tax Partner at Freemark Financial LLP
Industry Accounting
Experience
Freemark Financial LLP January 2013 - Present
London & Co LLP November 2008 - December 2012
RSM McGladrey January 2008 - November 2008
London & Co LLP November 2003 - December 2007
Tanner Mainstain Blatt & Glynn September 1998 - November 2003
Skills
Tax, Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, Tax Preparation, Tax Returns, CPA, S Corporations, Tax Advisory, US Tax, Accounting, ProSystem fx Tax
Education
Golden Gate University 2000 — 2002
MS, Taxation
California State University-Los Angeles 1987 — 1992
BS, Business Admin - Accounting
Rosemead High
Freemark Financial LLP January 2013 - Present
London & Co LLP November 2008 - December 2012
RSM McGladrey January 2008 - November 2008
London & Co LLP November 2003 - December 2007
Tanner Mainstain Blatt & Glynn September 1998 - November 2003
Skills
Tax, Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, Tax Preparation, Tax Returns, CPA, S Corporations, Tax Advisory, US Tax, Accounting, ProSystem fx Tax
Education
Golden Gate University 2000 — 2002
MS, Taxation
California State University-Los Angeles 1987 — 1992
BS, Business Admin - Accounting
Rosemead High
Joseph Connell's RSM McGladrey Experience August 2008 - July 2011
Job Asset Manager
Industry Financial Services
Experience
The Mortgage Link Inc. October 2012 - July 2013
RSM McGladrey August 2008 - July 2011
Osage Advisors, Inc. April 2008 - August 2009
Prescient, Inc. December 2007 - August 2008
Cushman & Wakefield October 2007 - July 2008
Unicorp Services January 2006 - March 2007
Skills
Real Estate, Due Diligence, Loans, Auditing, Residential, Asset Management, Underwriting, Portfolio Management, Banking, Risk Management, Mergers, Excel, Investments, Compliance, Credit, Customer Relations, Financial Analysis, Analysis, Dispositions, Microsoft Office, Litigation, Credit Analysis, Real Estate Investment, Equities, Word, PowerPoint, Financial Reporting, Business Analysis, Accounting, Asset Managment, Commercial Real Estate, Mergers, Residential Homes, Valuation, Customer Service, Investment Properties, Microsoft Excel, Disposition
Education
Virginia Commonwealth University
BBA: Business Administration
Cabrillo College
The Mortgage Link Inc. October 2012 - July 2013
RSM McGladrey August 2008 - July 2011
Osage Advisors, Inc. April 2008 - August 2009
Prescient, Inc. December 2007 - August 2008
Cushman & Wakefield October 2007 - July 2008
Unicorp Services January 2006 - March 2007
Skills
Real Estate, Due Diligence, Loans, Auditing, Residential, Asset Management, Underwriting, Portfolio Management, Banking, Risk Management, Mergers, Excel, Investments, Compliance, Credit, Customer Relations, Financial Analysis, Analysis, Dispositions, Microsoft Office, Litigation, Credit Analysis, Real Estate Investment, Equities, Word, PowerPoint, Financial Reporting, Business Analysis, Accounting, Asset Managment, Commercial Real Estate, Mergers, Residential Homes, Valuation, Customer Service, Investment Properties, Microsoft Excel, Disposition
Education
Virginia Commonwealth University
BBA: Business Administration
Cabrillo College
Jolyn Jacobs's RSM McGladrey Experience June 1998 - October 2010
Job Accounting professional
Industry Accounting
Experience
McGladrey January 2012 - Present
RSM McGladrey June 1998 - October 2010
Education
Central Washington University 1996 — 1998
BA, Accounting, Finance
McGladrey January 2012 - Present
RSM McGladrey June 1998 - October 2010
Education
Central Washington University 1996 — 1998
BA, Accounting, Finance
Armine Trashian's RSM McGladrey Experience June 2005 - December 2007
Job Controller at ECentral Credit Union
Industry Accounting
Experience
E-Central Credit Union November 2008 - Present
RSM McGladrey June 2005 - December 2007
Skills
Financial Accounting, Accounting, GAAP, General Ledger, Financial Analysis, Internal Controls, CPA, Sarbanes-Oxley, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, US GAAP
Education
California State University-Northridge 2000 — 2003
BS, Accounting
E-Central Credit Union November 2008 - Present
RSM McGladrey June 2005 - December 2007
Skills
Financial Accounting, Accounting, GAAP, General Ledger, Financial Analysis, Internal Controls, CPA, Sarbanes-Oxley, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, US GAAP
Education
California State University-Northridge 2000 — 2003
BS, Accounting
David Wolfenden's RSM McGladrey Experience September 1998 - March 2001
Job MarchFifteen Consulting
Industry Management Consulting
Experience
Green Grocer Organics September 2010 - Present
New Media Lab - MaRS Innovation Centre February 1997 - Present
Solution Coach 2009 - 2011
Outward Bound Canada January 2004 - March 2010
DMB Associates April 2001 - November 2003
RSM McGladrey September 1998 - March 2001
Innovation Associates January 1990 - March 1994
Education
OCAD University 2010 — 2013
Masters, Strategic Foresight and Innovation
Seattle University 1991 — 1993
Masters, Behavioral Science
Carleton University 1979 — 1983
BA, Philosophy
Green Grocer Organics September 2010 - Present
New Media Lab - MaRS Innovation Centre February 1997 - Present
Solution Coach 2009 - 2011
Outward Bound Canada January 2004 - March 2010
DMB Associates April 2001 - November 2003
RSM McGladrey September 1998 - March 2001
Innovation Associates January 1990 - March 1994
Education
OCAD University 2010 — 2013
Masters, Strategic Foresight and Innovation
Seattle University 1991 — 1993
Masters, Behavioral Science
Carleton University 1979 — 1983
BA, Philosophy
Todd Cornilsen's RSM McGladrey Experience January 2008 - December 2010
Job
Industry Accounting
Experience
RSM McGladrey January 2008 - December 2010
Education
Chaminade University of Honolulu 1988 — 1991
Bachelor's Degree, Business Administration and Management, General
RSM McGladrey January 2008 - December 2010
Education
Chaminade University of Honolulu 1988 — 1991
Bachelor's Degree, Business Administration and Management, General
Vera LeeChin's RSM McGladrey Experience 2000 - 2001
Job Accounting Professional
Industry Construction
Experience
Capital Carpet & Flooring Specialist Inc February 2013 - Present
Perini Management Services, Inc. 2002 - 2012
RSM McGladrey 2000 - 2001
Beaver Builders 1992 - 1997
Skills
General Ledger, Journal Entries, Account Reconciliation, Accounts Payable, Accounts Receivable
Education
University of Boston 2007 — 2009
Language Interpretation and Translation
Univestiy of Calgary 1986 — 1986
BA/Accounting
CEGEP - John Abbott College 1984 — 1986
Business/Commerce, General
Capital Carpet & Flooring Specialist Inc February 2013 - Present
Perini Management Services, Inc. 2002 - 2012
RSM McGladrey 2000 - 2001
Beaver Builders 1992 - 1997
Skills
General Ledger, Journal Entries, Account Reconciliation, Accounts Payable, Accounts Receivable
Education
University of Boston 2007 — 2009
Language Interpretation and Translation
Univestiy of Calgary 1986 — 1986
BA/Accounting
CEGEP - John Abbott College 1984 — 1986
Business/Commerce, General