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
Lynette Geris Lynette Geris's RSM McGladrey Experience January 2011 - April 2011
Job Be the Change You Want to See in the World
Industry Accounting
Experience
Health By Habits August 2014 - Present
Cave Necessities January 2014 - Present
JPMorgan Chase August 2013 - Present
McGladrey LLP September 2011 - July 2013
DePaul University June 2010 - August 2011
RSM McGladrey January 2011 - April 2011
Northbrook Park District Leisure Center February 2006 - October 2010
DePaul Student Center September 2008 - June 2010
American Planning Association February 2010 - May 2010
Skills
Accounting, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Time Management, Tax Accounting, Tax, Leadership, Nutrition, Community Organizing, Customer Experience, Tax Preparation, Outlook, Microsoft Word, Social Networking, Online Marketing, Social Media, Teamwork, ProSystem fx Tax, Event Planning, Marketing, Social Media Marketing, Sales, Blogging, Social Marketing, Entrepreneurship, Holistic Health, Start-ups, Strategic Planning, Strategy, Public Speaking, Team Leadership, Volunteer Management
Education
DePaul University - College of Commerce 2007 — 2011
Bachelor of Commerce
DePaul University
Bachelor of Commerce (BCom)
Health By Habits August 2014 - Present
Cave Necessities January 2014 - Present
JPMorgan Chase August 2013 - Present
McGladrey LLP September 2011 - July 2013
DePaul University June 2010 - August 2011
RSM McGladrey January 2011 - April 2011
Northbrook Park District Leisure Center February 2006 - October 2010
DePaul Student Center September 2008 - June 2010
American Planning Association February 2010 - May 2010
Skills
Accounting, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Time Management, Tax Accounting, Tax, Leadership, Nutrition, Community Organizing, Customer Experience, Tax Preparation, Outlook, Microsoft Word, Social Networking, Online Marketing, Social Media, Teamwork, ProSystem fx Tax, Event Planning, Marketing, Social Media Marketing, Sales, Blogging, Social Marketing, Entrepreneurship, Holistic Health, Start-ups, Strategic Planning, Strategy, Public Speaking, Team Leadership, Volunteer Management
Education
DePaul University - College of Commerce 2007 — 2011
Bachelor of Commerce
DePaul University
Bachelor of Commerce (BCom)
Amanda Rzepka Amanda Rzepka's RSM McGladrey Experience February 2005 - December 2005
Job Accounting Manager, CPA, CGMA
Industry Financial Services
Experience
Jet Support Services Inc. - JSSI May 2010 - Present
Illinois CPA Society April 2011 - Present
Illinois CPA Society September 2007 - Present
Young Executives of Chicago September 2011 - January 2014
PricewaterhouseCoopers September 2007 - May 2010
PriceWaterhouseCoopers (PwC) September 2007 - May 2010
GRIND Networks, LLC January 2005 - December 2008
PriceWaterhouseCoopers January 2006 - March 2006
RSM McGladrey February 2005 - December 2005
Skills
Accounting, Auditing, Tax, US GAAP, GAAS, UK GAAP, Financial Reporting, Monthly Close, Year-end Close, Expatriate Tax, Financial Analysis, Leadership, Organization, GAAP, Financial Modeling, External Audit, Internal Controls, Risk Management, IFRS, CPA, Due Diligence, Great Plains Software, Assurance, QuickBooks, Budgets
Education
DePaul University 2004 — 2007
Bachelor of Science, Accounting and Finance Honors
William Rainey Harper College 2002 — 2004
•Associates in Arts, Concentration in Business and Accounting
Jet Support Services Inc. - JSSI May 2010 - Present
Illinois CPA Society April 2011 - Present
Illinois CPA Society September 2007 - Present
Young Executives of Chicago September 2011 - January 2014
PricewaterhouseCoopers September 2007 - May 2010
PriceWaterhouseCoopers (PwC) September 2007 - May 2010
GRIND Networks, LLC January 2005 - December 2008
PriceWaterhouseCoopers January 2006 - March 2006
RSM McGladrey February 2005 - December 2005
Skills
Accounting, Auditing, Tax, US GAAP, GAAS, UK GAAP, Financial Reporting, Monthly Close, Year-end Close, Expatriate Tax, Financial Analysis, Leadership, Organization, GAAP, Financial Modeling, External Audit, Internal Controls, Risk Management, IFRS, CPA, Due Diligence, Great Plains Software, Assurance, QuickBooks, Budgets
Education
DePaul University 2004 — 2007
Bachelor of Science, Accounting and Finance Honors
William Rainey Harper College 2002 — 2004
•Associates in Arts, Concentration in Business and Accounting
Mary Thorpe, MBA Mary Thorpe, MBA's RSM McGladrey Experience December 2008 - May 2009
Job Designer/Owner at Gotcha Covered of St Cloud
Industry Accounting
Experience
Gotcha Covered of St Cloud April 2013 - Present
Gotcha Covered East Metro April 2013 - Present
Advanta Consulting Inc fka MN Refunds October 2009 - December 2013
RSM McGladrey December 2008 - May 2009
LifeSource November 2004 - November 2008
Scott Equipment Company Inc January 1998 - January 2004
Carquest Inc January 1996 - January 1998
MVE INC (Chart Industries) January 1990 - January 1996
Skills
Payroll, Accounts Payable, Accounting, Accounts Receivable, ADP Payroll, Employee Benefits, General Ledger, Account Reconciliation, Training, Customer Service, Management, Benefits Administration, Sales, Human Resources, Bank Reconciliation, Process Improvement, Access, Microsoft Excel, Multi-State Sales Tax, Inventory Management, PeopleSoft, HRIS
Education
Bethel University 2007 — 2009
MBA
Crown College 1977 — 1981
BS, Elementary Education; Accounting
Gotcha Covered of St Cloud April 2013 - Present
Gotcha Covered East Metro April 2013 - Present
Advanta Consulting Inc fka MN Refunds October 2009 - December 2013
RSM McGladrey December 2008 - May 2009
LifeSource November 2004 - November 2008
Scott Equipment Company Inc January 1998 - January 2004
Carquest Inc January 1996 - January 1998
MVE INC (Chart Industries) January 1990 - January 1996
Skills
Payroll, Accounts Payable, Accounting, Accounts Receivable, ADP Payroll, Employee Benefits, General Ledger, Account Reconciliation, Training, Customer Service, Management, Benefits Administration, Sales, Human Resources, Bank Reconciliation, Process Improvement, Access, Microsoft Excel, Multi-State Sales Tax, Inventory Management, PeopleSoft, HRIS
Education
Bethel University 2007 — 2009
MBA
Crown College 1977 — 1981
BS, Elementary Education; Accounting
Amanda Palzer, CPA Amanda Palzer, CPA's RSM McGladrey Experience January 2011 - April 2011
Job Senior Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte August 2014 - September 2014
Deloitte August 2012 - August 2014
Deloitte June 2011 - August 2012
RSM McGladrey January 2011 - April 2011
USMP August 2010 - December 2010
Douglas L. LeFevre & Company, CPA, PC November 2008 - May 2010
Skills
Microsoft Office, Financial Statements, Accounting, Spreadsheets, Financial Reporting, Auditing
Education
DePaul University 2007 — 2011
Bachelor of Science in Commerce, Accounting
Deloitte September 2014 - Present
Deloitte August 2014 - September 2014
Deloitte August 2012 - August 2014
Deloitte June 2011 - August 2012
RSM McGladrey January 2011 - April 2011
USMP August 2010 - December 2010
Douglas L. LeFevre & Company, CPA, PC November 2008 - May 2010
Skills
Microsoft Office, Financial Statements, Accounting, Spreadsheets, Financial Reporting, Auditing
Education
DePaul University 2007 — 2011
Bachelor of Science in Commerce, Accounting
Bob Patelski Bob Patelski's RSM McGladrey Experience November 1997 - June 2007
Job Vice President, Federal / International Tax at The Warranty Group
Industry Insurance
Experience
The Warranty Group July 2007 - Present
RSM McGladrey November 1997 - June 2007
O'Connor & Associates 1989 - 1995
Spicer & Oppenhiem 1984 - 1989
Skills
Accounting, SEC filings, International Tax, CPA, Tax, Tax Accounting, Corporate Tax, Internal Controls, Financial Reporting, US GAAP, Tax Preparation, Tax Research, IFRS, Consolidation, Income Tax, Partnership Taxation, Tax Advisory, Tax Returns, GAAP, Sarbanes-Oxley Act, Business Process..., Financial Statements, Internal Audit, Process Improvement, Auditing, Tax Law, Financial Accounting, Management, Insurance
Education
DePaul University 1977 — 1984
BSA, MST, Accounting & Taxation
The Warranty Group July 2007 - Present
RSM McGladrey November 1997 - June 2007
O'Connor & Associates 1989 - 1995
Spicer & Oppenhiem 1984 - 1989
Skills
Accounting, SEC filings, International Tax, CPA, Tax, Tax Accounting, Corporate Tax, Internal Controls, Financial Reporting, US GAAP, Tax Preparation, Tax Research, IFRS, Consolidation, Income Tax, Partnership Taxation, Tax Advisory, Tax Returns, GAAP, Sarbanes-Oxley Act, Business Process..., Financial Statements, Internal Audit, Process Improvement, Auditing, Tax Law, Financial Accounting, Management, Insurance
Education
DePaul University 1977 — 1984
BSA, MST, Accounting & Taxation
James Andre, MBA, MPM, PMP's RSM McGladrey Experience June 2004 - February 2005
Job Senior Project Manager | Open to New Opportunities
Industry Information Technology and Services
Experience
Andre PM Consulting February 2014 - Present
HSBC July 2012 - February 2014
AT&T June 2009 - April 2012
AT&T May 2007 - September 2008
Baxter August 2006 - April 2007
AT&T February 2005 - August 2006
RSM McGladrey June 2004 - February 2005
Caremark July 2003 - June 2004
TAB Products March 2001 - December 2002
Baxter July 2000 - December 2000
Skills
PMP, SDLC, PMO, Program Management, Business Analysis, Program Management..., PMO Services, Project Portfolio..., Project Management, Business Intelligence, Telecommunications, Outsourcing, Security, Integration, Vendor Management, ERP, Process Improvement, Databases, Leadership, Project Planning, Budgets, Software Project..., Enterprise Software, Service Delivery, Information Technology, Business Process..., Management, ITIL, Visio, Software Development, Access, Requirements Gathering, MS Project, Data Warehousing, Data Center, IT Strategy, Business Process, Resource Management, IT Management, Project Delivery
Education
Keller Graduate School of Management of DeVry University 1994 — 1996
Master in Project Management (MPM)
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
Master in Business Administration (MBA)
DePaul University 1979 — 1983
Bachelor of Science (BS)
Andre PM Consulting February 2014 - Present
HSBC July 2012 - February 2014
AT&T June 2009 - April 2012
AT&T May 2007 - September 2008
Baxter August 2006 - April 2007
AT&T February 2005 - August 2006
RSM McGladrey June 2004 - February 2005
Caremark July 2003 - June 2004
TAB Products March 2001 - December 2002
Baxter July 2000 - December 2000
Skills
PMP, SDLC, PMO, Program Management, Business Analysis, Program Management..., PMO Services, Project Portfolio..., Project Management, Business Intelligence, Telecommunications, Outsourcing, Security, Integration, Vendor Management, ERP, Process Improvement, Databases, Leadership, Project Planning, Budgets, Software Project..., Enterprise Software, Service Delivery, Information Technology, Business Process..., Management, ITIL, Visio, Software Development, Access, Requirements Gathering, MS Project, Data Warehousing, Data Center, IT Strategy, Business Process, Resource Management, IT Management, Project Delivery
Education
Keller Graduate School of Management of DeVry University 1994 — 1996
Master in Project Management (MPM)
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
Master in Business Administration (MBA)
DePaul University 1979 — 1983
Bachelor of Science (BS)
Cindy Cook DeRuyter Cindy Cook DeRuyter's RSM McGladrey Experience March 2006 - February 2010
Job Attorney and Freelance Writer
Industry Law Practice
Experience
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
William Titus William Titus's RSM McGladrey Experience January 2007 - September 2010
Job Manager at McGladrey, LLP
Industry Accounting
Experience
McGladrey October 2013 - Present
CFMA Twin Cities 2013 - 2015
McGladrey, LLP October 2012 - September 2013
McGladrey, LLP May 2011 - September 2012
Holiday Companies September 2010 - April 2011
RSM McGladrey January 2007 - September 2010
The Protectors, Inc. June 2003 - August 2007
Skills
CPA, Tax, Small Business, Accounting, GAAP, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Financial Analysis, Financial Accounting, Tax Preparation, Tax Research
Education
DePaul University 2012 — 2016
Master's degree, Taxation
Minnesota State University, Mankato 2003 — 2007
Accounting, Finance and Accounting
McGladrey October 2013 - Present
CFMA Twin Cities 2013 - 2015
McGladrey, LLP October 2012 - September 2013
McGladrey, LLP May 2011 - September 2012
Holiday Companies September 2010 - April 2011
RSM McGladrey January 2007 - September 2010
The Protectors, Inc. June 2003 - August 2007
Skills
CPA, Tax, Small Business, Accounting, GAAP, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Financial Analysis, Financial Accounting, Tax Preparation, Tax Research
Education
DePaul University 2012 — 2016
Master's degree, Taxation
Minnesota State University, Mankato 2003 — 2007
Accounting, Finance and Accounting
Kevin Sharlow Kevin Sharlow's RSM McGladrey Experience 2008 - 2013
Job Managing Director at Avid Consulting Group, LLC
Industry Management Consulting
Experience
Avid Consulting Group, LLC June 2014 - Present
Cipe Consulting Group 2013 - June 2014
RSM McGladrey 2008 - 2013
Huron Consulting Group 2006 - 2008
PricewaterhouseCoopers 1998 - 2006
Ernst & Young 1996 - 1998
Rochester Group Management 1992 - 1996
Skills
Revenue Cycle Management, Business Process..., Healthcare Consulting, Billing Systems, Process Optimization, Financial Reporting, Strategic Financial..., Healthcare, Accounts Receivable, Accounting, Finance, Financial Analysis, Executive Management, Financial Modeling, Revenue Cycle, Auditing, Investments, Insurance, Process Improvement, Cash Flow, Management, Hospitals, Management Consulting, Performance Improvement, Healthcare Industry
Education
Clarkson University 1982 — 1983
MBA, Finance
Clarkson University 1978 — 1982
BS, Marketing & Management
Avid Consulting Group, LLC June 2014 - Present
Cipe Consulting Group 2013 - June 2014
RSM McGladrey 2008 - 2013
Huron Consulting Group 2006 - 2008
PricewaterhouseCoopers 1998 - 2006
Ernst & Young 1996 - 1998
Rochester Group Management 1992 - 1996
Skills
Revenue Cycle Management, Business Process..., Healthcare Consulting, Billing Systems, Process Optimization, Financial Reporting, Strategic Financial..., Healthcare, Accounts Receivable, Accounting, Finance, Financial Analysis, Executive Management, Financial Modeling, Revenue Cycle, Auditing, Investments, Insurance, Process Improvement, Cash Flow, Management, Hospitals, Management Consulting, Performance Improvement, Healthcare Industry
Education
Clarkson University 1982 — 1983
MBA, Finance
Clarkson University 1978 — 1982
BS, Marketing & Management
Matt Sitelman Matt Sitelman's RSM McGladrey Experience July 2004 - November 2005
Job Marketing and Digital Product Strategist
Industry Marketing and Advertising
Experience
Occam's Marketing January 2009 - Present
New York University January 2009 - December 2010
Beyond.com, Inc. August 2007 - September 2008
CMP Technology December 2005 - August 2007
RSM McGladrey July 2004 - November 2005
Workstream Inc. September 2001 - June 2004
Tech-Engine, Inc August 1997 - September 2001
The Ayers Group June 1994 - August 1997
Skills
Analytics, Entrepreneur, Product Development, Advertising, B2B, Product Management, Mobile Applications, Mobile Internet, Mobile Software, Mobile Solutions, Online Marketing, Marketing Strategy, Product Marketing, Project Planning, Project Execution, Funding, Start-ups, Sales Management, Team Leadership, Team Building, Virtual Teams, Outsourcing, Operations, Online Advertising, Project Management, Entrepreneurship, New Business Development, Strategic Partnerships, Social Media Marketing, Direct Marketing, Business Development, Strategy, Digital Strategy, Sales, Marketing, Digital Marketing, Integrated Marketing, Leadership, Lead Generation, Management, Email Marketing, SEO, Marketing Management, PPC, Strategic Planning, Mergers & Acquisitions, Business Planning, Content Strategy, Mobile Marketing, E-commerce
Education
New York University 2009 — 2010
Masters, Integrated Marketing
Cornell University 1990 — 1994
BS, Industrial and Labor Relations
Horace Mann 1984 — 1990
Occam's Marketing January 2009 - Present
New York University January 2009 - December 2010
Beyond.com, Inc. August 2007 - September 2008
CMP Technology December 2005 - August 2007
RSM McGladrey July 2004 - November 2005
Workstream Inc. September 2001 - June 2004
Tech-Engine, Inc August 1997 - September 2001
The Ayers Group June 1994 - August 1997
Skills
Analytics, Entrepreneur, Product Development, Advertising, B2B, Product Management, Mobile Applications, Mobile Internet, Mobile Software, Mobile Solutions, Online Marketing, Marketing Strategy, Product Marketing, Project Planning, Project Execution, Funding, Start-ups, Sales Management, Team Leadership, Team Building, Virtual Teams, Outsourcing, Operations, Online Advertising, Project Management, Entrepreneurship, New Business Development, Strategic Partnerships, Social Media Marketing, Direct Marketing, Business Development, Strategy, Digital Strategy, Sales, Marketing, Digital Marketing, Integrated Marketing, Leadership, Lead Generation, Management, Email Marketing, SEO, Marketing Management, PPC, Strategic Planning, Mergers & Acquisitions, Business Planning, Content Strategy, Mobile Marketing, E-commerce
Education
New York University 2009 — 2010
Masters, Integrated Marketing
Cornell University 1990 — 1994
BS, Industrial and Labor Relations
Horace Mann 1984 — 1990
Alex Helmuth, CPA's RSM McGladrey Experience May 2009 - August 2009
Job Senior Associate at RedRidge Finance Group
Industry Accounting
Experience
RedRidge Finance Group October 2014 - Present
Ravinia Festival September 2012 - Present
Deloitte & Touche, LLP September 2010 - October 2014
RSM McGladrey May 2009 - August 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
Master of Accountancy
The University of Kansas 2005 — 2009
Bachelor of Science, Accounting
Universidad de las Américas, A.C. 2008 — 2008
Spanish Language Studies
Consortium Institute of Management & Business Analysis 2007 — 2007
General Business
RedRidge Finance Group October 2014 - Present
Ravinia Festival September 2012 - Present
Deloitte & Touche, LLP September 2010 - October 2014
RSM McGladrey May 2009 - August 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
Master of Accountancy
The University of Kansas 2005 — 2009
Bachelor of Science, Accounting
Universidad de las Américas, A.C. 2008 — 2008
Spanish Language Studies
Consortium Institute of Management & Business Analysis 2007 — 2007
General Business
Giovanni DeLisi Giovanni DeLisi's RSM McGladrey Experience April 2002 - December 2003
Job Vice President / SBA Closing Manager at Ridgestone Bank
Industry Banking
Experience
Ridgestone Bank September 2012 - Present
Ridgestone Bank October 2011 - September 2012
American Enterprise Bank June 2008 - October 2011
LaSalle Bank June 2007 - February 2008
Banco Popular December 2003 - June 2007
RSM McGladrey April 2002 - December 2003
Heller Financial April 1999 - April 2002
Skills
Portfolio Management, Commercial Lending, Credit, Small Business Lending, Loans, Credit Analysis, Underwriting, SBA, Loan Servicing, Mortgage Lending, Finance, Risk Management, Commercial Real Estate, Loan Origination, Commercial Banking
Education
Lewis University 1997 — 1999
Bachelors, Business Administration / Finance
American Institute for Paralegal Studies 1996 — 1996
Paralegal Certificate, Law / Legal
College of DuPage 1993 — 1995
Associates, Liberal Arts / Business
Ridgestone Bank September 2012 - Present
Ridgestone Bank October 2011 - September 2012
American Enterprise Bank June 2008 - October 2011
LaSalle Bank June 2007 - February 2008
Banco Popular December 2003 - June 2007
RSM McGladrey April 2002 - December 2003
Heller Financial April 1999 - April 2002
Skills
Portfolio Management, Commercial Lending, Credit, Small Business Lending, Loans, Credit Analysis, Underwriting, SBA, Loan Servicing, Mortgage Lending, Finance, Risk Management, Commercial Real Estate, Loan Origination, Commercial Banking
Education
Lewis University 1997 — 1999
Bachelors, Business Administration / Finance
American Institute for Paralegal Studies 1996 — 1996
Paralegal Certificate, Law / Legal
College of DuPage 1993 — 1995
Associates, Liberal Arts / Business
Anne Bogdan Tierno Anne Bogdan Tierno's RSM McGladrey Experience March 2008 - March 2011
Job Director of Client Services at Univers Workplace Solutions
Industry Human Resources
Experience
Univers Workplace Solutions April 2015 - Present
Univers Workplace Solutions October 2012 - March 2015
Univers Workplace Solutions March 2011 - October 2012
RSM McGladrey March 2008 - March 2011
Parker Hannifin January 2005 - December 2007
Education
Colorado State University 1994 — 1998
BA, Anthropology
Univers Workplace Solutions April 2015 - Present
Univers Workplace Solutions October 2012 - March 2015
Univers Workplace Solutions March 2011 - October 2012
RSM McGladrey March 2008 - March 2011
Parker Hannifin January 2005 - December 2007
Education
Colorado State University 1994 — 1998
BA, Anthropology
Angela Goyke Angela Goyke's RSM McGladrey Experience September 2000 - December 2009
Job Director of Tax at Golub Capital
Industry Financial Services
Experience
Golub Capital December 2009 - Present
RSM McGladrey September 2000 - December 2009
Skills
Tax, Accounting, CPA, Financial Analysis, Financial Reporting, Tax Accounting, Corporate Tax, Income Tax, Due Diligence, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Taxation
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Accounting
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Accounting
Golub Capital December 2009 - Present
RSM McGladrey September 2000 - December 2009
Skills
Tax, Accounting, CPA, Financial Analysis, Financial Reporting, Tax Accounting, Corporate Tax, Income Tax, Due Diligence, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Taxation
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Accounting
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Accounting
Jim Litwin Jim Litwin's RSM McGladrey Experience January 2002 - May 2004
Job Managing Director pfc social impact advisors
Industry Nonprofit Organization Management
Experience
pfc social impact advisors January 2005 - Present
Headwaters Group Philanthropic Services January 2007 - January 2012
RSM McGladrey January 2002 - May 2004
HR Block Tax and Business Services 2000 - 2002
American Express Financial Advisors June 1985 - 2000
Skills
Business Strategy, Forecasting, Non-profits, Strategy Development, Management Consulting, Start-ups, Budgeting, Budgets, Strategy, Marketing, Business Analysis, Marketing Strategy, Leadership Development, Product Marketing, Cross-functional Team..., Nonprofits, New Business Development, Market Research, Analytics, Strategic Partnerships, Leadership, Business Development, Management, Financial Services
Education
The University of Chicago - Booth School of Business 1983 — 1985
M B A, Finance
Connecticut College
B A, Urban Affairs
University of Chicago
M A, Urban Policy Studies
pfc social impact advisors January 2005 - Present
Headwaters Group Philanthropic Services January 2007 - January 2012
RSM McGladrey January 2002 - May 2004
HR Block Tax and Business Services 2000 - 2002
American Express Financial Advisors June 1985 - 2000
Skills
Business Strategy, Forecasting, Non-profits, Strategy Development, Management Consulting, Start-ups, Budgeting, Budgets, Strategy, Marketing, Business Analysis, Marketing Strategy, Leadership Development, Product Marketing, Cross-functional Team..., Nonprofits, New Business Development, Market Research, Analytics, Strategic Partnerships, Leadership, Business Development, Management, Financial Services
Education
The University of Chicago - Booth School of Business 1983 — 1985
M B A, Finance
Connecticut College
B A, Urban Affairs
University of Chicago
M A, Urban Policy Studies
SHAKEEL SHAIQUE SHAKEEL SHAIQUE's RSM McGladrey Experience June 1998 - July 2005
Job Quality Management Professional
Industry Medical Devices
Experience
Zimmer Inc May 2014 - Present
Martinrea International 2015 - 2015
Martinrea International 2015 - 2015
Zimmer 2014 - 2015
Zimmer 2014 - 2015
DuPont Performance Elastomers May 2011 - May 2012
TechSolve December 2009 - May 2011
Yoder Industries February 2007 - December 2009
Cequent Towing Products December 2005 - August 2006
RSM McGladrey June 1998 - July 2005
Skills
5S, Change Management, SPC, DMAIC, AS9100, Documentations, Troubleshooting, Microsoft Excel, Process Consulting, Workshop Facilitation, ISO, Strategic Planning, Iso 9000, TS16949, Training, Lean Manufacturing, Six Sigma, Manufacturing, Kaizen, Aerospace, Process Improvement, Quality Management, ISO 13485, Leadership, Automotive, Quality Assurance, Quality System, TQM, Supplier Quality, Engineering, APQP, Program Management, Materials, Root Cause Analysis, Value Stream Mapping
Education
DePaul University 1998 — 1998
Certificate, Quality Management
Institute of Business Administration 1984 — 1985
Certificate, Management & Financial Accounting
University of Peshawar, Pakistan 1971 — 1977
Bachelors, Mechanical Engineering
Habib Public School 1965 — 1967
Intermediate High School, Pre Engineering
Zimmer Inc May 2014 - Present
Martinrea International 2015 - 2015
Martinrea International 2015 - 2015
Zimmer 2014 - 2015
Zimmer 2014 - 2015
DuPont Performance Elastomers May 2011 - May 2012
TechSolve December 2009 - May 2011
Yoder Industries February 2007 - December 2009
Cequent Towing Products December 2005 - August 2006
RSM McGladrey June 1998 - July 2005
Skills
5S, Change Management, SPC, DMAIC, AS9100, Documentations, Troubleshooting, Microsoft Excel, Process Consulting, Workshop Facilitation, ISO, Strategic Planning, Iso 9000, TS16949, Training, Lean Manufacturing, Six Sigma, Manufacturing, Kaizen, Aerospace, Process Improvement, Quality Management, ISO 13485, Leadership, Automotive, Quality Assurance, Quality System, TQM, Supplier Quality, Engineering, APQP, Program Management, Materials, Root Cause Analysis, Value Stream Mapping
Education
DePaul University 1998 — 1998
Certificate, Quality Management
Institute of Business Administration 1984 — 1985
Certificate, Management & Financial Accounting
University of Peshawar, Pakistan 1971 — 1977
Bachelors, Mechanical Engineering
Habib Public School 1965 — 1967
Intermediate High School, Pre Engineering
Muhannad Dodin Muhannad Dodin's RSM McGladrey Experience January 2011 - Present
Job Security & Privacy, Senior Associate
Industry Information Technology and Services
Experience
RSM McGladrey January 2011 - Present
DePaul University October 2008 - June 2010
Skills
Penetration Testing, Information Security, Information Security..., Security, PCI DSS, Computer Security, Vulnerability Assessment, Firewalls, Network Security, Vulnerability Management, Application Security, IBM Mainframe, Python, Shell Scripting, Management, Research, Risk Management, Analysis, Training
Education
DePaul University 2008 — 2010
Msc, Network Security
The American University in Cairo 2000 — 2004
Bsc, Computer Science
RSM McGladrey January 2011 - Present
DePaul University October 2008 - June 2010
Skills
Penetration Testing, Information Security, Information Security..., Security, PCI DSS, Computer Security, Vulnerability Assessment, Firewalls, Network Security, Vulnerability Management, Application Security, IBM Mainframe, Python, Shell Scripting, Management, Research, Risk Management, Analysis, Training
Education
DePaul University 2008 — 2010
Msc, Network Security
The American University in Cairo 2000 — 2004
Bsc, Computer Science
John Moraites, CFP® John Moraites, CFP®'s RSM McGladrey Experience February 2003 - August 2007
Job CEO at FIRM Consulting Group
Industry Human Resources
Experience
FIRM Consulting Group November 2007 - Present
Verterra Development Group January 2006 - January 2011
RSM McGladrey February 2003 - August 2007
MetLife September 1997 - December 2000
American Express Financial Advisors December 1976 - August 1997
New Orleans Police 1970 - 1977
Skills
Financial Services, Mergers, Leadership, Investment Advisory, 401k, Succession Planning, Thought Leadership, Strategic Financial..., Small Business, Financial Planners, Financial Advisory, Strategic Consulting, Investments, Alternative Investments, Executive Pay, Mergers & Acquisitions, Strategic Partnerships, Strategy, Retirement Planning, Human Resources, Recruiting, Strategic Planning, New Business Development, Employee Benefits, Management Consulting, Finance, CRM, Business Development, Wealth Management, Outsourcing, Consulting, Management, Banking, Executive Management, Program Management, Team Building, Retirement, Portfolio Management, Mutual Funds, Analysis, Investment Strategies, Estate Planning, Sales Process, P&L Management, Change Management, Business Intelligence, Asset Management, Wealth Management..., Asset Allocation, Insurance
Education
College for Financial Planning
CFP, Financial Planning
Loyola University New Orleans
BSS, Social Science/ Economics
St. Aloysius High School
FIRM Consulting Group November 2007 - Present
Verterra Development Group January 2006 - January 2011
RSM McGladrey February 2003 - August 2007
MetLife September 1997 - December 2000
American Express Financial Advisors December 1976 - August 1997
New Orleans Police 1970 - 1977
Skills
Financial Services, Mergers, Leadership, Investment Advisory, 401k, Succession Planning, Thought Leadership, Strategic Financial..., Small Business, Financial Planners, Financial Advisory, Strategic Consulting, Investments, Alternative Investments, Executive Pay, Mergers & Acquisitions, Strategic Partnerships, Strategy, Retirement Planning, Human Resources, Recruiting, Strategic Planning, New Business Development, Employee Benefits, Management Consulting, Finance, CRM, Business Development, Wealth Management, Outsourcing, Consulting, Management, Banking, Executive Management, Program Management, Team Building, Retirement, Portfolio Management, Mutual Funds, Analysis, Investment Strategies, Estate Planning, Sales Process, P&L Management, Change Management, Business Intelligence, Asset Management, Wealth Management..., Asset Allocation, Insurance
Education
College for Financial Planning
CFP, Financial Planning
Loyola University New Orleans
BSS, Social Science/ Economics
St. Aloysius High School
John Schmottlach's RSM McGladrey Experience June 2007 - May 2008
Job Vice President, Delivery at Apps Associates
Industry Information Technology and Services
Experience
Apps Associates April 2012 - Present
Empirix August 2009 - September 2012
TriCore Solutions May 2008 - July 2009
RSM McGladrey June 2007 - May 2008
Whitbread Technology Partners December 2000 - May 2007
BookTech November 1998 - October 2000
International Paper 1994 - 1996
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Business Intelligence, Integration, Oracle Discoverer, CRM, Oracle, Enterprise Software, Enterprise Architecture, Order Management, PL/SQL, Operations Management, Management, Oracle EBS, Software Project..., Outsourcing, Managed Services, Offshore Software..., Data Migration, Orace CRM OnDemand, Oracle BPEL, Oracle HR, SDLC, Pre-sales, Help Desk Support, PeopleSoft, Remote Team Management, Help Desk Management, Agile, Middleware, Agile Methodologies, Process Improvement, OBIEE, Siebel, Lead to Order AIA..., Data Integration, CRM software, SharePoint, Oracle Cloud ERP, Oracle Sales Cloud, Oracle HCM Cloud, Cloud Applications, Cloud Migration, Financials
Education
Cornell University 1993 — 1994
MEng, Operations Research and Industrial Engineering
Cornell University 1989 — 1993
BS, Operations Research and Industrial Engineering
Methuen High School 1985 — 1989
Apps Associates April 2012 - Present
Empirix August 2009 - September 2012
TriCore Solutions May 2008 - July 2009
RSM McGladrey June 2007 - May 2008
Whitbread Technology Partners December 2000 - May 2007
BookTech November 1998 - October 2000
International Paper 1994 - 1996
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Business Intelligence, Integration, Oracle Discoverer, CRM, Oracle, Enterprise Software, Enterprise Architecture, Order Management, PL/SQL, Operations Management, Management, Oracle EBS, Software Project..., Outsourcing, Managed Services, Offshore Software..., Data Migration, Orace CRM OnDemand, Oracle BPEL, Oracle HR, SDLC, Pre-sales, Help Desk Support, PeopleSoft, Remote Team Management, Help Desk Management, Agile, Middleware, Agile Methodologies, Process Improvement, OBIEE, Siebel, Lead to Order AIA..., Data Integration, CRM software, SharePoint, Oracle Cloud ERP, Oracle Sales Cloud, Oracle HCM Cloud, Cloud Applications, Cloud Migration, Financials
Education
Cornell University 1993 — 1994
MEng, Operations Research and Industrial Engineering
Cornell University 1989 — 1993
BS, Operations Research and Industrial Engineering
Methuen High School 1985 — 1989
Bill Napolillo Bill Napolillo's RSM McGladrey Experience January 2007 - February 2009
Job Executive Recruiter at The Overture Group,LLC
Industry Staffing and Recruiting
Experience
The Overture Group,LLC January 2014 - Present
Yaskawa America, Inc. - Drives & Motion Division December 2011 - March 2014
Millward Brown June 2010 - August 2011
RSM McGladrey January 2007 - February 2009
Business Solutions February 2003 - November 2006
Loyola University Chicago 2003 - 2006
NCS Pearson March 2002 - November 2002
Raymond Professional Group September 2000 - November 2001
ALA 1999 - 2000
ITT Industries 1979 - 1995
Skills
Temporary Placement, Full-life Cycle..., Executive Search, Coaching, Cold Calling, Project Management, Needs Analysis, Negotiation, Networking, Business Acumen, Strategic Partnerships, SMO, Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Employee Relations, HRIS, Consultant, Sales, Social Media, ATS, Taleo, ADP, Interviews, Resume mining, Personnel Management, Management, Screening, Market Research, Human Resources, Strategy, Resume, Sourcing, Internet Recruiting, Leadership, Contract Recruitment, Talent Management, Job Descriptions, Technical Recruiting, Hiring, Employer Branding, Benefits Negotiation, Screening Resumes, Performance Management, Workforce Planning, Program Management, ADP Payroll, Consulting
Education
DePaul University 1972 — 1976
BSC, Human Resources
Loyola University Chicago
The Overture Group,LLC January 2014 - Present
Yaskawa America, Inc. - Drives & Motion Division December 2011 - March 2014
Millward Brown June 2010 - August 2011
RSM McGladrey January 2007 - February 2009
Business Solutions February 2003 - November 2006
Loyola University Chicago 2003 - 2006
NCS Pearson March 2002 - November 2002
Raymond Professional Group September 2000 - November 2001
ALA 1999 - 2000
ITT Industries 1979 - 1995
Skills
Temporary Placement, Full-life Cycle..., Executive Search, Coaching, Cold Calling, Project Management, Needs Analysis, Negotiation, Networking, Business Acumen, Strategic Partnerships, SMO, Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Employee Relations, HRIS, Consultant, Sales, Social Media, ATS, Taleo, ADP, Interviews, Resume mining, Personnel Management, Management, Screening, Market Research, Human Resources, Strategy, Resume, Sourcing, Internet Recruiting, Leadership, Contract Recruitment, Talent Management, Job Descriptions, Technical Recruiting, Hiring, Employer Branding, Benefits Negotiation, Screening Resumes, Performance Management, Workforce Planning, Program Management, ADP Payroll, Consulting
Education
DePaul University 1972 — 1976
BSC, Human Resources
Loyola University Chicago
Melina Papadopoulos Melina Papadopoulos's RSM McGladrey Experience 1999 - 2002
Job Communication and Pursuit Strategist at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2007 - Present
BDO Seidman, LLP 2006 - 2007
Ernst & Young 2004 - 2005
NBC Olympics 2004 - 2004
RSM McGladrey 1999 - 2002
Skills
Strategy Development, Communications Strategy, Project Coordination, Relationship Development, Content Development, Strategy, Strategic Communications, Marketing, Management Consulting, Internal Communications, Business Development
Education
DePaul University
Bachelor of Science (B.S.)
New Trier High School
Ernst & Young September 2007 - Present
BDO Seidman, LLP 2006 - 2007
Ernst & Young 2004 - 2005
NBC Olympics 2004 - 2004
RSM McGladrey 1999 - 2002
Skills
Strategy Development, Communications Strategy, Project Coordination, Relationship Development, Content Development, Strategy, Strategic Communications, Marketing, Management Consulting, Internal Communications, Business Development
Education
DePaul University
Bachelor of Science (B.S.)
New Trier High School
Chuck Fuerst Chuck Fuerst's RSM McGladrey Experience December 2003 - July 2006
Job Product Strategist and Technology Marketing Professional
Industry Information Technology and Services
Experience
Identifix, Inc. July 2015 - Present
eMenuCHOICE April 2015 - Present
HighJump June 2011 - July 2015
Datatrend Technologies March 2008 - July 2011
Lawson Software July 2006 - March 2008
RSM McGladrey December 2003 - July 2006
Lawson Software December 1999 - December 2003
CNT 1996 - 1999
Skills
Product Management, Product Marketing, Demand Generation, Marketing Strategy, Strategic Planning, Social Media, Product Launch, Production Planning, Strategy Development, Marketing Communications, Salesforce.com, Social Media Marketing, Strategy, SaaS, Enterprise Software, Lead Generation, Cloud Computing, Direct Marketing, Online Marketing, Marketing Management, Marketing, SEO, Multi-channel Marketing, Online Advertising, Go-to-market Strategy, Channel Partners, Sales Process, Leadership, Competitive Analysis
Education
Concordia University-St. Paul
B.A.
Carlson School of Management Academy
Certificate
Identifix, Inc. July 2015 - Present
eMenuCHOICE April 2015 - Present
HighJump June 2011 - July 2015
Datatrend Technologies March 2008 - July 2011
Lawson Software July 2006 - March 2008
RSM McGladrey December 2003 - July 2006
Lawson Software December 1999 - December 2003
CNT 1996 - 1999
Skills
Product Management, Product Marketing, Demand Generation, Marketing Strategy, Strategic Planning, Social Media, Product Launch, Production Planning, Strategy Development, Marketing Communications, Salesforce.com, Social Media Marketing, Strategy, SaaS, Enterprise Software, Lead Generation, Cloud Computing, Direct Marketing, Online Marketing, Marketing Management, Marketing, SEO, Multi-channel Marketing, Online Advertising, Go-to-market Strategy, Channel Partners, Sales Process, Leadership, Competitive Analysis
Education
Concordia University-St. Paul
B.A.
Carlson School of Management Academy
Certificate
Andrew Twardowski Andrew Twardowski's RSM McGladrey Experience October 2005 - November 2009
Job Tax Partner at Sikich
Industry Accounting
Experience
Sikich January 2015 - Present
Sikich May 2011 - December 2014
Sikich November 2009 - December 2014
RSM McGladrey October 2005 - November 2009
American Express Tax & Business Services March 1997 - October 2005
Checkers Simon & Rosner LLP September 1992 - March 1997
Skills
Tax, Corporate Tax, Partnership Taxation, Tax Research, CPA, Tax Preparation, Income Tax, ProSystem fx Tax, S Corporations, Tax Accounting, Not for Profit, Tax Advisory, US Tax, FIN 48, Financial Reporting, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 2000
MST, Taxation
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting
Sikich January 2015 - Present
Sikich May 2011 - December 2014
Sikich November 2009 - December 2014
RSM McGladrey October 2005 - November 2009
American Express Tax & Business Services March 1997 - October 2005
Checkers Simon & Rosner LLP September 1992 - March 1997
Skills
Tax, Corporate Tax, Partnership Taxation, Tax Research, CPA, Tax Preparation, Income Tax, ProSystem fx Tax, S Corporations, Tax Accounting, Not for Profit, Tax Advisory, US Tax, FIN 48, Financial Reporting, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 2000
MST, Taxation
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting
Julie Zakarias CPA, CFP Julie Zakarias CPA, CFP's RSM McGladrey Experience December 1999 - December 2001
Job Principal, GenFi Family & Fiduciary Services
Industry Financial Services
Experience
GenFi Family and Fiduciary Services January 2011 - Present
Confidential September 2005 - January 2011
Deloitte January 2001 - September 2005
RSM McGladrey December 1999 - December 2001
Wineberg Solheim Howell and Shain January 1995 - December 1999
Metropolitan Title Company January 1992 - December 1995
Skills
Estate Planning, Tax, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Asset Managment, Private Equity, Alternative Investments, Investments, Financial Planners, Mutual Funds, Due Diligence, Financial Advisory, Wealth Management, Investment Advisory, Securities, Asset Management, Equities, Portfolio Management, 401k, Retirement Planning, High Net Worth..., Asset Allocation, Investment Strategies, Mergers & Acquisitions, Investment Banking, Fixed Income, Finance, Options
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
Tax
Western Michigan University - Haworth College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
GenFi Family and Fiduciary Services January 2011 - Present
Confidential September 2005 - January 2011
Deloitte January 2001 - September 2005
RSM McGladrey December 1999 - December 2001
Wineberg Solheim Howell and Shain January 1995 - December 1999
Metropolitan Title Company January 1992 - December 1995
Skills
Estate Planning, Tax, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Asset Managment, Private Equity, Alternative Investments, Investments, Financial Planners, Mutual Funds, Due Diligence, Financial Advisory, Wealth Management, Investment Advisory, Securities, Asset Management, Equities, Portfolio Management, 401k, Retirement Planning, High Net Worth..., Asset Allocation, Investment Strategies, Mergers & Acquisitions, Investment Banking, Fixed Income, Finance, Options
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
Tax
Western Michigan University - Haworth College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Tina M. DeSanty, CPA's RSM McGladrey Experience August 2006 - September 2011
Job Senior Tax Manager at Cherry Bekaert LLP
Industry Financial Services
Experience
Cherry Bekaert LLP January 2015 - Present
Berkowitz Pollack Brant January 2014 - July 2014
BDO USA, LLP November 2012 - December 2013
Argy, Wiltse & Robinson, P.C. December 2011 - November 2012
Argy, Wiltse & Robinson, P.C. October 2011 - December 2011
RSM McGladrey August 2006 - September 2011
Fishman Transducers May 1999 - July 2004
Caras & Shulman, PC October 1992 - May 2000
Henderson and Tully CPA November 1987 - October 1992
Skills
Tax, CPA, Corporate Tax, Tax Research, Income Tax, Auditing, Tax Advisory, Tax Accounting, GAAP, Management, International Tax, Assurance, State Tax, Small Business, US Tax, FIN 48, SEC filings, Accounting, Tax Preparation, Tax Returns, High Net Worth..., Partnership Taxation, S Corporations, ProSystem fx Tax, Tax Law, Account Reconciliation, Professional Mentoring, a, Microsoft Excel, Microsoft Office, PowerPoint, QuickBooks, Research, Training, Microsoft Word
Education
DePaul University 2010 — 2011
MST, Masters of Taxation
Southern New Hampshire University 1988 — 1990
Bachelor of Science, Accounting
Cherry Bekaert LLP January 2015 - Present
Berkowitz Pollack Brant January 2014 - July 2014
BDO USA, LLP November 2012 - December 2013
Argy, Wiltse & Robinson, P.C. December 2011 - November 2012
Argy, Wiltse & Robinson, P.C. October 2011 - December 2011
RSM McGladrey August 2006 - September 2011
Fishman Transducers May 1999 - July 2004
Caras & Shulman, PC October 1992 - May 2000
Henderson and Tully CPA November 1987 - October 1992
Skills
Tax, CPA, Corporate Tax, Tax Research, Income Tax, Auditing, Tax Advisory, Tax Accounting, GAAP, Management, International Tax, Assurance, State Tax, Small Business, US Tax, FIN 48, SEC filings, Accounting, Tax Preparation, Tax Returns, High Net Worth..., Partnership Taxation, S Corporations, ProSystem fx Tax, Tax Law, Account Reconciliation, Professional Mentoring, a, Microsoft Excel, Microsoft Office, PowerPoint, QuickBooks, Research, Training, Microsoft Word
Education
DePaul University 2010 — 2011
MST, Masters of Taxation
Southern New Hampshire University 1988 — 1990
Bachelor of Science, Accounting
Rebecca Little Rebecca Little's RSM McGladrey Experience December 2006 - November 2007
Job Attorney
Industry Law Practice
Experience
Chamberlin Little P.C. September 2010 - Present
First Midwest Bank June 2013 - March 2015
Kelleher & Buckley LLC March 2010 - September 2010
Bellock & Coogan, Ltd. December 2007 - March 2010
RSM McGladrey December 2006 - November 2007
Skills
Estate Planning, Estate Administration, Corporate Law, Litigation, Trusts, Wills, Powers of Attorney, Real Estate, LLC, Tax, Business Transactions, Guardianship, Legal Research, Legal Writing, Estate Law
Education
Creighton University School of Law 2003 — 2006
Doctor of Law (JD)
University of Nebraska at Omaha 1997 — 2003
BSBA, Accounting
Wheeling High School
Wheeling High School
Chamberlin Little P.C. September 2010 - Present
First Midwest Bank June 2013 - March 2015
Kelleher & Buckley LLC March 2010 - September 2010
Bellock & Coogan, Ltd. December 2007 - March 2010
RSM McGladrey December 2006 - November 2007
Skills
Estate Planning, Estate Administration, Corporate Law, Litigation, Trusts, Wills, Powers of Attorney, Real Estate, LLC, Tax, Business Transactions, Guardianship, Legal Research, Legal Writing, Estate Law
Education
Creighton University School of Law 2003 — 2006
Doctor of Law (JD)
University of Nebraska at Omaha 1997 — 2003
BSBA, Accounting
Wheeling High School
Wheeling High School
Len Washko Len Washko's RSM McGladrey Experience November 1995 - September 2005
Job M&A Business Advisory
Industry Investment Banking
Experience
Sunbelt Business Advisors March 2009 - Present
Can Do Canines 2005 - Present
Brown College 2009 - August 2012
Hamm Memorial Psychiatric Clinic January 2006 - September 2008
RSM McGladrey November 1995 - September 2005
Expert Resource 1987 - 1991
University of Minnesota 1985 - 1987
Skills
Mergers, Business Strategy, Valuation, Fundraising, Analysis, Financial Modeling, Sales Process, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Financial Analysis, Budgets, Business Planning, Private Equity, Real Estate, Strategy, Leadership Development, Investments, Due Diligence, Coaching, Business Valuation, Management Consulting, Small Business, Team Building, Business Development, Leadership, New Business Development, Management, Risk Management, Start-ups, Training, Finance, Project Planning, Executive Management, Venture Capital, Corporate Finance, Policy, Cloud Computing, Corporate Development, M&A experience, Business, Restructuring, Strategic Partnerships, Strategic Financial..., Funding, Contract Negotiation, Nonprofits, Investment Banking, Strategic Consulting
Education
LIU Brooklyn 1982 — 1985
MBA
Dartmouth College 1977 — 1981
AB
Edwin O Smith School 1974 — 1977
Sunbelt Business Advisors March 2009 - Present
Can Do Canines 2005 - Present
Brown College 2009 - August 2012
Hamm Memorial Psychiatric Clinic January 2006 - September 2008
RSM McGladrey November 1995 - September 2005
Expert Resource 1987 - 1991
University of Minnesota 1985 - 1987
Skills
Mergers, Business Strategy, Valuation, Fundraising, Analysis, Financial Modeling, Sales Process, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Financial Analysis, Budgets, Business Planning, Private Equity, Real Estate, Strategy, Leadership Development, Investments, Due Diligence, Coaching, Business Valuation, Management Consulting, Small Business, Team Building, Business Development, Leadership, New Business Development, Management, Risk Management, Start-ups, Training, Finance, Project Planning, Executive Management, Venture Capital, Corporate Finance, Policy, Cloud Computing, Corporate Development, M&A experience, Business, Restructuring, Strategic Partnerships, Strategic Financial..., Funding, Contract Negotiation, Nonprofits, Investment Banking, Strategic Consulting
Education
LIU Brooklyn 1982 — 1985
MBA
Dartmouth College 1977 — 1981
AB
Edwin O Smith School 1974 — 1977
Kristin Muszalski Kristin Muszalski's RSM McGladrey Experience September 2003 - October 2010
Job Tax Manager
Industry Accounting
Experience
CNA November 2010 - June 2014
RSM McGladrey September 2003 - October 2010
Coleman, Epstein, Berlin & Co. January 2003 - September 2003
Great America Leasing Corporation 2001 - 2002
Iowa State Bank & Trust Company 1999 - 2001
Farmers & Merchants Savings Bank 1996 - 1998
Skills
Tax Accounting, Tax, Income Tax, Accounting, Tax Preparation, Corporate Tax, Mergers & Acquisitions, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master, Taxation
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Master, Accountancy
CNA November 2010 - June 2014
RSM McGladrey September 2003 - October 2010
Coleman, Epstein, Berlin & Co. January 2003 - September 2003
Great America Leasing Corporation 2001 - 2002
Iowa State Bank & Trust Company 1999 - 2001
Farmers & Merchants Savings Bank 1996 - 1998
Skills
Tax Accounting, Tax, Income Tax, Accounting, Tax Preparation, Corporate Tax, Mergers & Acquisitions, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master, Taxation
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Master, Accountancy
Gerri Martin's RSM McGladrey Experience September 1991 - October 1994
Job Consultant at Software Analysis Corporation
Industry Legal Services
Experience
Software Analysis Corporation 1984 - Present
Chicago QuickBooks ProAdvisor Group 2012 - 2015
Sage Software 1988 - 2012
RSM McGladrey September 1991 - October 1994
Heller Financial 1984 - January 1987
James Schultz & Company 1980 - 1984
Hawthorn Realty 1978 - 1980
National Accident Insurance Underwriters 1973 - 1978
Skills
QuickBooks, Peachtree, Timeslips, Project Management, Time Matters, Abacus, Accounting, Payroll, Bookkeeping, Accounts Receivable, General Ledger, Accounts Payable, Software Implementation, Financial Reporting, Practice Management, Consulting, Training, Invoicing, Document Management, Software Development, Professional Services, Finance, Sage, Management, Crystal Reports, Forecasting, Lexis Nexis Firm...
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MPM, Master's in Project Management
DePaul University
BS, Accountancy
Project Management Institute
PMP Certification, Project Management
Software Analysis Corporation 1984 - Present
Chicago QuickBooks ProAdvisor Group 2012 - 2015
Sage Software 1988 - 2012
RSM McGladrey September 1991 - October 1994
Heller Financial 1984 - January 1987
James Schultz & Company 1980 - 1984
Hawthorn Realty 1978 - 1980
National Accident Insurance Underwriters 1973 - 1978
Skills
QuickBooks, Peachtree, Timeslips, Project Management, Time Matters, Abacus, Accounting, Payroll, Bookkeeping, Accounts Receivable, General Ledger, Accounts Payable, Software Implementation, Financial Reporting, Practice Management, Consulting, Training, Invoicing, Document Management, Software Development, Professional Services, Finance, Sage, Management, Crystal Reports, Forecasting, Lexis Nexis Firm...
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MPM, Master's in Project Management
DePaul University
BS, Accountancy
Project Management Institute
PMP Certification, Project Management
Andrea Kunkel, CPA, MST Andrea Kunkel, CPA, MST's RSM McGladrey Experience November 2005 - April 2007
Job Supervisor Financial Services at SpartanNash
Industry Accounting
Experience
SpartanNash July 2015 - Present
BDO USA, LLP August 2014 - June 2015
McGladrey October 2013 - August 2014
McGladrey October 2010 - October 2013
McGladrey August 2008 - October 2010
S&C Electric Company May 2007 - May 2008
RSM McGladrey November 2005 - April 2007
Metal Flow Corporation 2003 - 2007
Skills
Tax, Tax Returns, Financial Services, Corporate Tax, Tax Preparation, CPA, High Net Worth..., S Corporations, Tax Research, Tax Accounting, State Tax, Income Tax, Partnership Taxation, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science in Taxation
DePaul University 2003 — 2008
Bachelor's of Science, Accounting and Management
Grand Haven High School 1999 — 2003
SpartanNash July 2015 - Present
BDO USA, LLP August 2014 - June 2015
McGladrey October 2013 - August 2014
McGladrey October 2010 - October 2013
McGladrey August 2008 - October 2010
S&C Electric Company May 2007 - May 2008
RSM McGladrey November 2005 - April 2007
Metal Flow Corporation 2003 - 2007
Skills
Tax, Tax Returns, Financial Services, Corporate Tax, Tax Preparation, CPA, High Net Worth..., S Corporations, Tax Research, Tax Accounting, State Tax, Income Tax, Partnership Taxation, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science in Taxation
DePaul University 2003 — 2008
Bachelor's of Science, Accounting and Management
Grand Haven High School 1999 — 2003
ANTHONY (TONY) FIORE, CPA, MBA ANTHONY (TONY) FIORE, CPA, MBA's RSM McGladrey Experience September 2006 - August 2010
Job Vice President of Finance and Controller
Industry Accounting
Experience
Feeding America May 2015 - Present
Planned Parenthood of Illinois January 2012 - April 2015
Planned Parenthood of Illinois August 2010 - January 2012
McGladrey & Pullen September 2006 - August 2010
RSM McGladrey September 2006 - August 2010
American Express Tax and Business Services January 1999 - August 2006
Altschuler, Melvoin & Glasser, LLP September 1993 - January 1999
Skills
Accounting, Financial Reporting, Internal Controls, Budgets, Auditing, Financial Analysis, Finance, Leadership, Financial Accounting, Management, Non-profits, Nonprofits, Start-ups, CPA, Business Planning, Strategic Planning, Forecasting, Financial Statements, US GAAP, Internal Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
DePaul University 1989 — 1993
Accounting, Accounting
Feeding America May 2015 - Present
Planned Parenthood of Illinois January 2012 - April 2015
Planned Parenthood of Illinois August 2010 - January 2012
McGladrey & Pullen September 2006 - August 2010
RSM McGladrey September 2006 - August 2010
American Express Tax and Business Services January 1999 - August 2006
Altschuler, Melvoin & Glasser, LLP September 1993 - January 1999
Skills
Accounting, Financial Reporting, Internal Controls, Budgets, Auditing, Financial Analysis, Finance, Leadership, Financial Accounting, Management, Non-profits, Nonprofits, Start-ups, CPA, Business Planning, Strategic Planning, Forecasting, Financial Statements, US GAAP, Internal Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
DePaul University 1989 — 1993
Accounting, Accounting
Peter Jorstad Peter Jorstad's RSM McGladrey Experience January 1995 - July 2010
Job Tax Manager at CJBS, LLC
Industry Accounting
Experience
CJBS, LLC August 2011 - Present
Tax season February 2011 - April 2011
RSM McGladrey January 1995 - July 2010
Checkers Simon & Rosner August 1984 - December 1994
William R. Corren & Company August 1979 - August 1984
Skills
Corporate Tax, Tax Returns, Partnership Taxation, Tax Research, S Corporations, Tax Exempt Organizations, Tax, Tax Law, Tax Accounting, Tax Preparation, Income Tax, US Tax, Tax-exempt, IRS, Tax Advisory, State Tax
Education
DePaul University
MS Taxation
Illinois Institute of Technology 1975 — 1979
BS Management
Lane Technical High School 1971 — 1975
CJBS, LLC August 2011 - Present
Tax season February 2011 - April 2011
RSM McGladrey January 1995 - July 2010
Checkers Simon & Rosner August 1984 - December 1994
William R. Corren & Company August 1979 - August 1984
Skills
Corporate Tax, Tax Returns, Partnership Taxation, Tax Research, S Corporations, Tax Exempt Organizations, Tax, Tax Law, Tax Accounting, Tax Preparation, Income Tax, US Tax, Tax-exempt, IRS, Tax Advisory, State Tax
Education
DePaul University
MS Taxation
Illinois Institute of Technology 1975 — 1979
BS Management
Lane Technical High School 1971 — 1975
Bryan Engel's RSM McGladrey Experience April 2002 - November 2004
Job Director of Finance & Administration / Controller at Synetro Group
Industry Venture Capital & Private Equity
Experience
Synetro Group April 2014 - Present
Lincoln Park Zoo September 2011 - April 2014
NDH Group, Ltd. January 2010 - September 2011
Navigon October 2007 - November 2009
Brunswick Corporation January 2007 - October 2007
Brunswick Corporation January 2006 - January 2007
Blackman Kallick November 2004 - January 2006
RSM McGladrey April 2002 - November 2004
PwC Consulting October 2000 - April 2002
Skills
Financial Reporting, Internal Controls, Accounting, CPA, Financial Analysis, Auditing, GAAP, SEC filings, Forecasting, Mergers, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MS, Accounting
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Business Administration - Management Information Systems
Synetro Group April 2014 - Present
Lincoln Park Zoo September 2011 - April 2014
NDH Group, Ltd. January 2010 - September 2011
Navigon October 2007 - November 2009
Brunswick Corporation January 2007 - October 2007
Brunswick Corporation January 2006 - January 2007
Blackman Kallick November 2004 - January 2006
RSM McGladrey April 2002 - November 2004
PwC Consulting October 2000 - April 2002
Skills
Financial Reporting, Internal Controls, Accounting, CPA, Financial Analysis, Auditing, GAAP, SEC filings, Forecasting, Mergers, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MS, Accounting
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Business Administration - Management Information Systems
Chris Powell Chris Powell's RSM McGladrey Experience June 2004 - June 2006
Job Vice President and Corproate Controller at Velocify
Industry Internet
Experience
Velocify October 2013 - Present
Beats by Dr. Dre January 2012 - June 2013
ReachLocal October 2008 - January 2012
Guidance Software, Inc. August 2008 - October 2008
Guidance Software June 2006 - August 2008
RSM McGladrey June 2004 - June 2006
Qualstar Corporation December 2000 - June 2004
PricewaterhouseCoopers September 1993 - December 2000
Skills
Hyperion Enterprise, IPO, Budgets, US GAAP, SEC, Sarbanes-Oxley Act, Financial Analysis, Executive Management, Auditing, SEC filings, Finance, Accounting, Start-ups, Mergers & Acquisitions, ERP, Financial Reporting, Corporate Finance
Education
Claremont McKenna College 1989 — 1993
Bachelor of Arts, Economics/Accounting
Velocify October 2013 - Present
Beats by Dr. Dre January 2012 - June 2013
ReachLocal October 2008 - January 2012
Guidance Software, Inc. August 2008 - October 2008
Guidance Software June 2006 - August 2008
RSM McGladrey June 2004 - June 2006
Qualstar Corporation December 2000 - June 2004
PricewaterhouseCoopers September 1993 - December 2000
Skills
Hyperion Enterprise, IPO, Budgets, US GAAP, SEC, Sarbanes-Oxley Act, Financial Analysis, Executive Management, Auditing, SEC filings, Finance, Accounting, Start-ups, Mergers & Acquisitions, ERP, Financial Reporting, Corporate Finance
Education
Claremont McKenna College 1989 — 1993
Bachelor of Arts, Economics/Accounting
Bryan Fischer Bryan Fischer's RSM McGladrey Experience 2005 - 2009
Job Director of Risk Management Professional Services at Forsythe Technology
Industry Information Technology and Services
Experience
Forsythe Technology January 2014 - Present
Forsythe 2009 - January 2014
Fischer Technology Consulting, Inc. 2009 - September 2009
RSM McGladrey 2005 - 2009
American Express 2003 - 2005
PricewaterhouseCoopers 1999 - 2003
PwC 1993 - 2003
Skills
IT Audit, Security, Vendor Management, Strategy, Risk Management, Business Continuity..., SDLC, Governance, Sarbanes-Oxley Act, Risk Assessment, Information Security, Information Security..., CISSP, Information Technology, CISA, Vulnerability Assessment, PCI DSS
Education
DePaul University 1989 — 1993
BS, Accounting
Forsythe Technology January 2014 - Present
Forsythe 2009 - January 2014
Fischer Technology Consulting, Inc. 2009 - September 2009
RSM McGladrey 2005 - 2009
American Express 2003 - 2005
PricewaterhouseCoopers 1999 - 2003
PwC 1993 - 2003
Skills
IT Audit, Security, Vendor Management, Strategy, Risk Management, Business Continuity..., SDLC, Governance, Sarbanes-Oxley Act, Risk Assessment, Information Security, Information Security..., CISSP, Information Technology, CISA, Vulnerability Assessment, PCI DSS
Education
DePaul University 1989 — 1993
BS, Accounting
Jill Harris Jill Harris's RSM McGladrey Experience January 2009 - December 2009
Job Tax Director, CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP January 2010 - Present
RSM McGladrey January 2009 - December 2009
Marujupu / Sulzberger Foundation January 2006 - December 2008
J.H. Cohn LLP 2003 - 2005
Primedia 1997 - 2003
Merrill Lynch 1987 - 1996
Ernst & Young 1981 - 1987
Skills
Mergers, Corporate Tax, Financial Analysis, Tax, Strategic Financial..., Due Diligence, Accounting, Internal Controls, Tax Research, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Modeling, Tax Returns
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
University of California, Santa Barbara 1971 — 1975
BA, political science
CohnReznick LLP January 2010 - Present
RSM McGladrey January 2009 - December 2009
Marujupu / Sulzberger Foundation January 2006 - December 2008
J.H. Cohn LLP 2003 - 2005
Primedia 1997 - 2003
Merrill Lynch 1987 - 1996
Ernst & Young 1981 - 1987
Skills
Mergers, Corporate Tax, Financial Analysis, Tax, Strategic Financial..., Due Diligence, Accounting, Internal Controls, Tax Research, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Modeling, Tax Returns
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
University of California, Santa Barbara 1971 — 1975
BA, political science
Chad Kulzer Chad Kulzer's RSM McGladrey Experience February 2004 - February 2005
Job Financial Advisor at Kulzer Financial
Industry Financial Services
Experience
Kulzer Financial January 2013 - Present
Questar Capital / Allianz Life October 2012 - Present
Questar Capital / Allianz Life February 2005 - October 2012
RSM McGladrey February 2004 - February 2005
American Express Financial Advisors November 1999 - January 2004
US Army 1988 - 1996
Education
The University of North Dakota 1996 — 1999
BBA
Creighton University 1989 — 1991
Kulzer Financial January 2013 - Present
Questar Capital / Allianz Life October 2012 - Present
Questar Capital / Allianz Life February 2005 - October 2012
RSM McGladrey February 2004 - February 2005
American Express Financial Advisors November 1999 - January 2004
US Army 1988 - 1996
Education
The University of North Dakota 1996 — 1999
BBA
Creighton University 1989 — 1991
Kenton Bowles Kenton Bowles's RSM McGladrey Experience October 1998 - November 2003
Job Global CFO at ARi Automotive Robotics Inc.
Industry Accounting
Experience
ARi - Automotive Robotics Inc. September 2014 - Present
Blue Horizon Tax Consulting, LLC December 2010 - Present
Caterpillar Inc. October 2011 - June 2012
Clifton Gunderson LLP November 2003 - December 2010
RSM McGladrey October 1998 - November 2003
RubinBrown LLP September 1997 - October 1998
Missouri Department of Revenue June 1995 - September 1997
Skills
Income Tax, Accounting, Tax Compliance, Tax Credits, Fixed Assets, Budgeting, Management Consulting, Due Diligence, Tax Preparation, Business Planning, Employee Relations, Professional Services, State Taxation, Client Service, Cost Segregation, Sales Tax, Tax Research, Sarbanes-Oxley Act, Mergers, Use Tax, Financial Analysis, Tax Returns, Corporate Tax, Budgets, Partnership Taxation, Tax, Tax Advisory, US Tax, Payroll, Auditing, Tax Accounting
Education
Culver Stockton College 2013 — 2015
Master of Business Administration (MBA), 4.0
Culver Stockton College 1991 — 1995
Bachelor of Science (BS), Accounting and Business/Management
ARi - Automotive Robotics Inc. September 2014 - Present
Blue Horizon Tax Consulting, LLC December 2010 - Present
Caterpillar Inc. October 2011 - June 2012
Clifton Gunderson LLP November 2003 - December 2010
RSM McGladrey October 1998 - November 2003
RubinBrown LLP September 1997 - October 1998
Missouri Department of Revenue June 1995 - September 1997
Skills
Income Tax, Accounting, Tax Compliance, Tax Credits, Fixed Assets, Budgeting, Management Consulting, Due Diligence, Tax Preparation, Business Planning, Employee Relations, Professional Services, State Taxation, Client Service, Cost Segregation, Sales Tax, Tax Research, Sarbanes-Oxley Act, Mergers, Use Tax, Financial Analysis, Tax Returns, Corporate Tax, Budgets, Partnership Taxation, Tax, Tax Advisory, US Tax, Payroll, Auditing, Tax Accounting
Education
Culver Stockton College 2013 — 2015
Master of Business Administration (MBA), 4.0
Culver Stockton College 1991 — 1995
Bachelor of Science (BS), Accounting and Business/Management
R Peter Fontaine R Peter Fontaine's RSM McGladrey Experience October 2005 - April 2012
Job Accomplished Attorney Serving the Accounting Profession
Industry Accounting
Experience
NewGate Law June 2012 - Present
RSM McGladrey October 2005 - April 2012
American Express Tax and Business Services January 2003 - October 2005
Arthur Andersen LLP August 1995 - December 2002
Digital Equipment Corportation November 1984 - August 1995
Skills
Mergers & Acquisitions, Corporate Governance, Intellectual Property, Corporate Law, Litigation Management, Licensing, Divestitures, Enterprise Risk..., Acquisitions, Employment Law, Joint Ventures, Brand Development, Human Resources, Risk Management, Compliance, Accounting, Regulatory Compliance, Intellectual Capital..., Leadership, Strategy, Executive Management, Due Diligence, Program Management, M&A experience, International Accounting, International..., Employment Law and HR...
Education
College of the Holy Cross
A.B.
New England School of Law
L.L.B.
NewGate Law June 2012 - Present
RSM McGladrey October 2005 - April 2012
American Express Tax and Business Services January 2003 - October 2005
Arthur Andersen LLP August 1995 - December 2002
Digital Equipment Corportation November 1984 - August 1995
Skills
Mergers & Acquisitions, Corporate Governance, Intellectual Property, Corporate Law, Litigation Management, Licensing, Divestitures, Enterprise Risk..., Acquisitions, Employment Law, Joint Ventures, Brand Development, Human Resources, Risk Management, Compliance, Accounting, Regulatory Compliance, Intellectual Capital..., Leadership, Strategy, Executive Management, Due Diligence, Program Management, M&A experience, International Accounting, International..., Employment Law and HR...
Education
College of the Holy Cross
A.B.
New England School of Law
L.L.B.
Morris Dweck, CPA's RSM McGladrey Experience January 2011 - April 2011
Job Tax Supervisor at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2015 - Present
McGladrey LLP October 2014 - September 2015
McGladrey November 2011 - September 2014
RSM McGladrey January 2011 - April 2011
Fantas Eyes Inc July 2007 - December 2010
Skills
Tax, Quickbooks, Tax Returns, Accounting, Microsoft Office, Microsoft Excel, QuickBooks, CPA, Auditing, Financial Accounting, Income Tax, Corporate Tax, Financial Reporting, Tax Accounting, Tax Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Science (MS), Taxation
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science, Accounting
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science, Business, Management & Finance
Yeshivah of Flatbush 2003 — 2007
McGladrey LLP October 2015 - Present
McGladrey LLP October 2014 - September 2015
McGladrey November 2011 - September 2014
RSM McGladrey January 2011 - April 2011
Fantas Eyes Inc July 2007 - December 2010
Skills
Tax, Quickbooks, Tax Returns, Accounting, Microsoft Office, Microsoft Excel, QuickBooks, CPA, Auditing, Financial Accounting, Income Tax, Corporate Tax, Financial Reporting, Tax Accounting, Tax Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Science (MS), Taxation
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science, Accounting
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science, Business, Management & Finance
Yeshivah of Flatbush 2003 — 2007
Lenny Samczyk Lenny Samczyk's RSM McGladrey Experience 2005 - 2006
Job Sr.Tax Analyst at Equity Lifestyle Properties, Inc.
Industry Accounting
Experience
Equity LifeStyle Properties, Inc. December 2014 - Present
United Airlines August 2012 - November 2014
Torrey & Gray June 2011 - August 2012
United Stationers Supply Co. 2006 - July 2010
RSM McGladrey 2005 - 2006
Abbott Laboratories 1997 - 2005
Caremark 1992 - 1996
KPMG Peat Marwick 1987 - 1992
Skills
Tax Returns, Income Tax, Depreciation, Journal Entries, Tax Research, Fixed Assets, Tax, Federal Tax, Corporate Tax, Tax Compliance, Corptax, Account Reconciliation, Financial Analysis, Financial Reporting, Tax Accounting, FIN 48, GAAP, Tax Preparation, State Tax, FAS 5, UK Corporation Tax, Sarbanes-Oxley Act, Use Tax, Accounts Receivable, Accounting, General Ledger, Sales Tax, Preparation, Internal Controls, Auditing, Financial Accounting, Financial Statements, Tax Law, Finance, Consolidation, CPA, SEC filings, Internal Audit, Sarbanes-Oxley, Transfer Pricing, Accruals, Cost Accounting, Hyperion Enterprise, Variance Analysis, Property Tax, IFRS, Payroll, US GAAP, Sales & Use Tax, Tax Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
M.S.T., TAXATION, ACCOUNTING
Northeastern Illinois University 1993 — 1996
M.B.A., ACCOUNTING
Northeastern Illinois University 1974 — 1985
B.A., MUSIC, BUSINESS
Equity LifeStyle Properties, Inc. December 2014 - Present
United Airlines August 2012 - November 2014
Torrey & Gray June 2011 - August 2012
United Stationers Supply Co. 2006 - July 2010
RSM McGladrey 2005 - 2006
Abbott Laboratories 1997 - 2005
Caremark 1992 - 1996
KPMG Peat Marwick 1987 - 1992
Skills
Tax Returns, Income Tax, Depreciation, Journal Entries, Tax Research, Fixed Assets, Tax, Federal Tax, Corporate Tax, Tax Compliance, Corptax, Account Reconciliation, Financial Analysis, Financial Reporting, Tax Accounting, FIN 48, GAAP, Tax Preparation, State Tax, FAS 5, UK Corporation Tax, Sarbanes-Oxley Act, Use Tax, Accounts Receivable, Accounting, General Ledger, Sales Tax, Preparation, Internal Controls, Auditing, Financial Accounting, Financial Statements, Tax Law, Finance, Consolidation, CPA, SEC filings, Internal Audit, Sarbanes-Oxley, Transfer Pricing, Accruals, Cost Accounting, Hyperion Enterprise, Variance Analysis, Property Tax, IFRS, Payroll, US GAAP, Sales & Use Tax, Tax Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
M.S.T., TAXATION, ACCOUNTING
Northeastern Illinois University 1993 — 1996
M.B.A., ACCOUNTING
Northeastern Illinois University 1974 — 1985
B.A., MUSIC, BUSINESS
Cindy Ridley, CIR Cindy Ridley, CIR's RSM McGladrey Experience 1999 - 2001
Job Partner at HRtechies, Inc
Industry Human Resources
Experience
HRtechies, Inc. 2008 - Present
automationtechies 2008 - 2009
Human Resource Staffing, Inc. 1995 - 2005
RSM McGladrey 1999 - 2001
Honeywell - Advanced Circuits 1990 - 1995
Skills
Contract Negotiation, Talent Acquisition, HRIS, HR Consulting, Full-cycle Recruiting
Education
Miami University
Bachelor's degree, Business
Cleveland State University
MLRHR
Miami University
Bachelor's degree
HRtechies, Inc. 2008 - Present
automationtechies 2008 - 2009
Human Resource Staffing, Inc. 1995 - 2005
RSM McGladrey 1999 - 2001
Honeywell - Advanced Circuits 1990 - 1995
Skills
Contract Negotiation, Talent Acquisition, HRIS, HR Consulting, Full-cycle Recruiting
Education
Miami University
Bachelor's degree, Business
Cleveland State University
MLRHR
Miami University
Bachelor's degree
Delwyn Liang Delwyn Liang's RSM McGladrey Experience February 2008 - April 2010
Job Senior Accountant at Related Companies
Industry Real Estate
Experience
Related Companies October 2013 - Present
Jones Lang LaSalle October 2012 - October 2013
Jones Lang LaSalle April 2011 - October 2012
ZipRealty August 2010 - April 2011
RSM McGladrey February 2008 - April 2010
Chicago Area Transportation Study June 2005 - June 2006
Skills
PeopleSoft, Yardi Voyager, Hyperion Planning, Citrix, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
DePaul University 2006 — 2010
Bachelor of Science, Strobel Accounting Honors and Finance Double Major
Related Companies October 2013 - Present
Jones Lang LaSalle October 2012 - October 2013
Jones Lang LaSalle April 2011 - October 2012
ZipRealty August 2010 - April 2011
RSM McGladrey February 2008 - April 2010
Chicago Area Transportation Study June 2005 - June 2006
Skills
PeopleSoft, Yardi Voyager, Hyperion Planning, Citrix, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
DePaul University 2006 — 2010
Bachelor of Science, Strobel Accounting Honors and Finance Double Major
Dmitry Selin, CPA Dmitry Selin, CPA's RSM McGladrey Experience January 2005 - February 2011
Job Adjunct Lecturer at University of Illinois MS Tax Program
Industry Accounting
Experience
University of Illinois at Urbana-Champaign - MS Tax Program September 2014 - Present
Ernst & Young February 2011 - Present
RSM McGladrey January 2005 - February 2011
Skills
Tax, Partnership Taxation, CPA, Real Estate, Income Tax, Private Equity, Corporate Tax, Tax Preparation, Tax Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Science, Taxation
University of Illinois at Chicago 1999 — 2002
BS, Accounting
University of Illinois at Urbana-Champaign - MS Tax Program September 2014 - Present
Ernst & Young February 2011 - Present
RSM McGladrey January 2005 - February 2011
Skills
Tax, Partnership Taxation, CPA, Real Estate, Income Tax, Private Equity, Corporate Tax, Tax Preparation, Tax Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Science, Taxation
University of Illinois at Chicago 1999 — 2002
BS, Accounting
Carolyn Larsen-Wieber, CPA/PFS Carolyn Larsen-Wieber, CPA/PFS's RSM McGladrey Experience November 2002 - November 2004
Job Owner at Steward Ingram & Cooper PLLC
Industry Accounting
Experience
Steward Ingram & Cooper PLLC January 2014 - Present
Steward Ingram & Cooper PLLC November 2004 - Present
RSM McGladrey November 2002 - November 2004
KPMG LLP 1998 - 2002
Ernst & Young LLP September 1991 - October 1998
Skills
Financial Planning-Fee..., Income Tax Planning, Estate Planning, Retirement Planning, Asset Protection, Cash Flow Management, Stock Option Planning, Financial Planning, Tax, Retirement Income..., Wealth, Financial Planners, Strategic Financial..., Cash Flow, Retirement, Income Tax, CPA, Stocks, Financial Services, Tax Advisory, Tax Accounting, Corporate Tax, High Net Worth..., Tax Preparation, Tax Research, Tax Returns, International Tax, Financial Reporting
Education
Rochester Institute of Technology 1989 — 1991
MBA, Public Accounting
Cornell University 1982 — 1984
BS, Agricultural Education
Steward Ingram & Cooper PLLC January 2014 - Present
Steward Ingram & Cooper PLLC November 2004 - Present
RSM McGladrey November 2002 - November 2004
KPMG LLP 1998 - 2002
Ernst & Young LLP September 1991 - October 1998
Skills
Financial Planning-Fee..., Income Tax Planning, Estate Planning, Retirement Planning, Asset Protection, Cash Flow Management, Stock Option Planning, Financial Planning, Tax, Retirement Income..., Wealth, Financial Planners, Strategic Financial..., Cash Flow, Retirement, Income Tax, CPA, Stocks, Financial Services, Tax Advisory, Tax Accounting, Corporate Tax, High Net Worth..., Tax Preparation, Tax Research, Tax Returns, International Tax, Financial Reporting
Education
Rochester Institute of Technology 1989 — 1991
MBA, Public Accounting
Cornell University 1982 — 1984
BS, Agricultural Education
Cheryl Woloshyn Cheryl Woloshyn's RSM McGladrey Experience January 2010 - September 2010
Job Senior Associate at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP May 2014 - Present
McGladrey November 2010 - December 2013
RSM McGladrey January 2010 - September 2010
Northern Arizona University January 2008 - December 2009
McGladrey & Pullen June 2009 - June 2009
Skills
Accounting, Auditing, Financial Accounting, Financial Statements, GAAP, Management
Education
Northern Arizona University 2007 — 2010
Bachelor of Science, Accountancy
College of DuPage 2003 — 2006
Associates, General Studies
Eide Bailly LLP May 2014 - Present
McGladrey November 2010 - December 2013
RSM McGladrey January 2010 - September 2010
Northern Arizona University January 2008 - December 2009
McGladrey & Pullen June 2009 - June 2009
Skills
Accounting, Auditing, Financial Accounting, Financial Statements, GAAP, Management
Education
Northern Arizona University 2007 — 2010
Bachelor of Science, Accountancy
College of DuPage 2003 — 2006
Associates, General Studies
Bess Sollenberger Bess Sollenberger's RSM McGladrey Experience 2002 - 2004
Job Payroll Specialist at Spherion Staffing
Industry Outsourcing/Offshoring
Experience
Spherion Staffing March 2006 - July 2008
Geneva Consulting January 2006 - January 2006
Ceridian December 2005 - December 2005
simos November 2005 - December 2005
Rock Tenn March 2005 - March 2005
BB&T 2004 - 2004
RSM Mcgladrey 2002 - 2004
ADP February 2001 - November 2001
Ernst & Young November 1989 - September 1990
Education
Devry 2007 — 2009
BA, Comp100 For Microsoft 2007
City University of New York-Hunter College 1974 — 1980
Spherion Staffing March 2006 - July 2008
Geneva Consulting January 2006 - January 2006
Ceridian December 2005 - December 2005
simos November 2005 - December 2005
Rock Tenn March 2005 - March 2005
BB&T 2004 - 2004
RSM Mcgladrey 2002 - 2004
ADP February 2001 - November 2001
Ernst & Young November 1989 - September 1990
Education
Devry 2007 — 2009
BA, Comp100 For Microsoft 2007
City University of New York-Hunter College 1974 — 1980
Robert Tighe Robert Tighe's RSM McGladrey Experience 2001 - 2006
Job Principal at Tighe, Kress & Orr, P.C.
Industry Accounting
Experience
Tighe, Kress & Orr, PC April 2004 - Present
Dominican University August 2012 - December 2012
Concordia University Chicago October 2009 - August 2010
St. Peter Lutheran Church & School 2007 - 2010
United States Army 1999 - 2009
Corbett, Duncan & Hubly 2006 - 2007
RSM McGladrey / American Express TBS 2001 - 2006
RSM McGladrey 2001 - 2006
Arthur Andersen 1998 - 2000
Skills
Tax Research, Tax Preparation, Tax, Accounting, Auditing, QuickBooks, Bookkeeping, Mergers & Acquisitions, Trusts, Tax Advisory, Peachtree, Forecasting, Nonprofits, IRS, Income Tax, GAAP, Financial Reporting, CPA, Internal Controls, Financial Analysis, Financial Accounting, Corporate Tax, Tax Accounting, General Ledger, Tax Returns, Small Business
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
Master of Science in Taxation
Dominican University 1997 — 1998
BS
Concordia University Chicago 1994 — 1997
none
Berkley High School 1990 — 1994
Tighe, Kress & Orr, PC April 2004 - Present
Dominican University August 2012 - December 2012
Concordia University Chicago October 2009 - August 2010
St. Peter Lutheran Church & School 2007 - 2010
United States Army 1999 - 2009
Corbett, Duncan & Hubly 2006 - 2007
RSM McGladrey / American Express TBS 2001 - 2006
RSM McGladrey 2001 - 2006
Arthur Andersen 1998 - 2000
Skills
Tax Research, Tax Preparation, Tax, Accounting, Auditing, QuickBooks, Bookkeeping, Mergers & Acquisitions, Trusts, Tax Advisory, Peachtree, Forecasting, Nonprofits, IRS, Income Tax, GAAP, Financial Reporting, CPA, Internal Controls, Financial Analysis, Financial Accounting, Corporate Tax, Tax Accounting, General Ledger, Tax Returns, Small Business
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
Master of Science in Taxation
Dominican University 1997 — 1998
BS
Concordia University Chicago 1994 — 1997
none
Berkley High School 1990 — 1994
Jennifer Provenzano Jennifer Provenzano's RSM McGladrey Experience 2004 - 2009
Job Senior Manager at Express Scripts
Industry Financial Services
Experience
Express Scripts 2014 - Present
Nestle S.A. 2012 - 2014
Thomson Reuters 2011 - 2012
Experis 2009 - 2012
RSM McGladrey 2004 - 2009
YETTER Tax 2004 - 2004
PricewaterhouseCoopers May 2000 - December 2003
Ford Motor Company 1999 - 2000
Skills
Tax, Tax Research, Auditing, Accounting, Sales Tax, Corporate Tax, Internal Controls, Tax Accounting, Income Tax, Due Diligence, CPA, Financial Analysis, Sarbanes-Oxley, Process Improvement, Management Consulting, Finance, SAP, ERP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MST
University of Michigan 1996 — 2000
BBA, Accounting
Express Scripts 2014 - Present
Nestle S.A. 2012 - 2014
Thomson Reuters 2011 - 2012
Experis 2009 - 2012
RSM McGladrey 2004 - 2009
YETTER Tax 2004 - 2004
PricewaterhouseCoopers May 2000 - December 2003
Ford Motor Company 1999 - 2000
Skills
Tax, Tax Research, Auditing, Accounting, Sales Tax, Corporate Tax, Internal Controls, Tax Accounting, Income Tax, Due Diligence, CPA, Financial Analysis, Sarbanes-Oxley, Process Improvement, Management Consulting, Finance, SAP, ERP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MST
University of Michigan 1996 — 2000
BBA, Accounting
Mariesa Victoria, CPA Mariesa Victoria, CPA's RSM McGladrey Experience June 2006 - August 2006
Job SEC Reporting Manager, CPA
Industry Accounting
Experience
KVH Industries, Inc. May 2014 - Present
Waters July 2013 - May 2014
Deloitte September 2010 - July 2013
Deloitte September 2008 - August 2010
Citizens Bank March 2007 - September 2008
Copperwood Real Estate & Builders January 2003 - September 2008
Deloitte June 2007 - August 2007
RSM McGladrey June 2006 - August 2006
Skills
CPA, Accounting, Financial Analysis, Auditing, Finance, SEC filings, Sarbanes-Oxley Act, Budgets, Financial Accounting, Accounting Applications, Corporate Finance, Managerial Finance, Forecasting, Real Estate, Investment Properties, Municipalities
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics & Accounting, 3.7
KVH Industries, Inc. May 2014 - Present
Waters July 2013 - May 2014
Deloitte September 2010 - July 2013
Deloitte September 2008 - August 2010
Citizens Bank March 2007 - September 2008
Copperwood Real Estate & Builders January 2003 - September 2008
Deloitte June 2007 - August 2007
RSM McGladrey June 2006 - August 2006
Skills
CPA, Accounting, Financial Analysis, Auditing, Finance, SEC filings, Sarbanes-Oxley Act, Budgets, Financial Accounting, Accounting Applications, Corporate Finance, Managerial Finance, Forecasting, Real Estate, Investment Properties, Municipalities
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics & Accounting, 3.7
Echo Huang, CPA, CFP®'s RSM McGladrey Experience November 2000 - February 2003
Job Experienced Financial Advisor and Business Owner
Industry Financial Services
Experience
Echo Wealth Management, LLC March 2015 - Present
The Advocate Group November 2005 - February 2015
LPL Financial February 2003 - November 2005
RSM McGladrey November 2000 - February 2003
KPMG Peat Marwick February 1997 - November 2000
West Publishing June 1995 - February 1997
Skills
Finance, Financial Planning, Financial Advisory, Retirement Planning, Investments, Estate Planning, Retirement, Investment Advisory, Securities, Investment Management
Education
College for Financial Planning 1999 — 2000
CFP Courses, Financial Planning
Winona State University 1993 — 1995
BS, Accounting
University of Idaho 1992 — 1993
Accounting and Finance
Shenzhen School of Business and Economics 1985 — 1988
Diploma, Accounting
Echo Wealth Management, LLC March 2015 - Present
The Advocate Group November 2005 - February 2015
LPL Financial February 2003 - November 2005
RSM McGladrey November 2000 - February 2003
KPMG Peat Marwick February 1997 - November 2000
West Publishing June 1995 - February 1997
Skills
Finance, Financial Planning, Financial Advisory, Retirement Planning, Investments, Estate Planning, Retirement, Investment Advisory, Securities, Investment Management
Education
College for Financial Planning 1999 — 2000
CFP Courses, Financial Planning
Winona State University 1993 — 1995
BS, Accounting
University of Idaho 1992 — 1993
Accounting and Finance
Shenzhen School of Business and Economics 1985 — 1988
Diploma, Accounting
Jennifer Duncan Jennifer Duncan's RSM McGladrey Experience September 2006 - September 2007
Job Experienced Executive Assistant
Industry Executive Office
Experience
Office of Steve H. Dayan, M.D., F.A.C.S. July 2014 - Present
Culligan International Company July 2013 - July 2014
Financial Investments Corporation June 2012 - November 2012
Verras November 2010 - March 2012
Moe's 2011 - 2012
YJT Solutions January 2010 - November 2010
RSM McGladrey, Inc September 2007 - December 2009
RSM McGladrey September 2006 - September 2007
Washburn Machinery February 2006 - August 2006
Skills
Microsoft Office, Recruiting, Salesforce.com, QuickBooks, Microsoft Excel, Management, Onboarding, Sales, Interviews, Accounts Payable, Accounts Receivable, Invoicing, PowerPoint, Customer Service, Outlook, Employee Relations, Human Resources, Microsoft Word, System Administration, Administrative..., Payroll, Leadership, Marketing, Training, Event Planning, Time Management, Team Building, Administrative...
Education
DePaul University 2010 — 2014
Bachelor's Degree, Business Management
Office of Steve H. Dayan, M.D., F.A.C.S. July 2014 - Present
Culligan International Company July 2013 - July 2014
Financial Investments Corporation June 2012 - November 2012
Verras November 2010 - March 2012
Moe's 2011 - 2012
YJT Solutions January 2010 - November 2010
RSM McGladrey, Inc September 2007 - December 2009
RSM McGladrey September 2006 - September 2007
Washburn Machinery February 2006 - August 2006
Skills
Microsoft Office, Recruiting, Salesforce.com, QuickBooks, Microsoft Excel, Management, Onboarding, Sales, Interviews, Accounts Payable, Accounts Receivable, Invoicing, PowerPoint, Customer Service, Outlook, Employee Relations, Human Resources, Microsoft Word, System Administration, Administrative..., Payroll, Leadership, Marketing, Training, Event Planning, Time Management, Team Building, Administrative...
Education
DePaul University 2010 — 2014
Bachelor's Degree, Business Management
Stephanie Surratt's RSM McGladrey Experience September 2009 - December 2011
Job Director of Employee Success at WebPT
Industry Computer Software
Experience
WebPT October 2014 - Present
www.DontSuckAtWork.com October 2011 - Present
RSM McGladrey September 2009 - December 2011
Govig & Associates April 2009 - August 2009
Grant Thornton LLP July 2007 - October 2008
Re/Max Integrity July 2004 - July 2008
Ernst & Young May 1999 - October 2004
Arthur Andersen 1997 - 1999
Skills
Executive Coaching, Training & Development, Change Management, Succession Planning, Onboarding, Employee Relations, Interviewing, Coaching, Team Building, 360 Feedback, MBTI, Performance Appraisal, Compensation..., HR Consulting, HR Strategy, Full-cycle Recruiting, Recruiting, Employee Training, New Hire Orientations, Leadership, Interviews, Personnel Management, Applicant Tracking..., Performance Management, Human Resources, College Recruiting, Leadership Development, Organizational..., Strategic Planning, Management, Training, Process Improvement, Career Development, Payroll, Screening, Employer Branding, Strategic HR, HRIS, PeopleSoft, Organizational..., Talent Management, Employee Engagement, Employment Law, Strategy, Technical Recruiting, Talent Acquisition, Workforce Planning, HR Policies, Deferred Compensation, Job Descriptions
Education
Colorado State University
Golden Gate University
Bachelor of Science, Accounting
WebPT October 2014 - Present
www.DontSuckAtWork.com October 2011 - Present
RSM McGladrey September 2009 - December 2011
Govig & Associates April 2009 - August 2009
Grant Thornton LLP July 2007 - October 2008
Re/Max Integrity July 2004 - July 2008
Ernst & Young May 1999 - October 2004
Arthur Andersen 1997 - 1999
Skills
Executive Coaching, Training & Development, Change Management, Succession Planning, Onboarding, Employee Relations, Interviewing, Coaching, Team Building, 360 Feedback, MBTI, Performance Appraisal, Compensation..., HR Consulting, HR Strategy, Full-cycle Recruiting, Recruiting, Employee Training, New Hire Orientations, Leadership, Interviews, Personnel Management, Applicant Tracking..., Performance Management, Human Resources, College Recruiting, Leadership Development, Organizational..., Strategic Planning, Management, Training, Process Improvement, Career Development, Payroll, Screening, Employer Branding, Strategic HR, HRIS, PeopleSoft, Organizational..., Talent Management, Employee Engagement, Employment Law, Strategy, Technical Recruiting, Talent Acquisition, Workforce Planning, HR Policies, Deferred Compensation, Job Descriptions
Education
Colorado State University
Golden Gate University
Bachelor of Science, Accounting
Tammy Deal, CCP Tammy Deal, CCP's RSM McGladrey Experience May 2009 - September 2010
Job
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
RBC September 2010 - December 2013
RSM McGladrey May 2009 - September 2010
RSM McGladrey September 2007 - April 2009
RSM McGladrey September 2006 - August 2007
RSM McGladrey December 2003 - August 2006
Macalester College December 1998 - December 2003
County Seat, Inc. July 1996 - May 1998
Skills
Compensation, Performance Management, HRIS, Recognition Programs, Sales Compensation, Training Delivery, Incentive Programs, Deferred Compensation, Employee Relations, Leadership, Personnel Management, Talent Management, Organizational..., Employee Engagement, Human Resources, Compensation & Benefit, Compensation Structures, Job Evaluation, Salary, Payroll, Talent Acquisition, Process Improvement, Policy, Onboarding, Employee Benefits, Succession Planning, Hiring, Workforce Planning, Management
Education
Concordia University-St. Paul
Masters
University of St. Thomas
B.A.
Wells Fargo December 2013 - Present
RBC September 2010 - December 2013
RSM McGladrey May 2009 - September 2010
RSM McGladrey September 2007 - April 2009
RSM McGladrey September 2006 - August 2007
RSM McGladrey December 2003 - August 2006
Macalester College December 1998 - December 2003
County Seat, Inc. July 1996 - May 1998
Skills
Compensation, Performance Management, HRIS, Recognition Programs, Sales Compensation, Training Delivery, Incentive Programs, Deferred Compensation, Employee Relations, Leadership, Personnel Management, Talent Management, Organizational..., Employee Engagement, Human Resources, Compensation & Benefit, Compensation Structures, Job Evaluation, Salary, Payroll, Talent Acquisition, Process Improvement, Policy, Onboarding, Employee Benefits, Succession Planning, Hiring, Workforce Planning, Management
Education
Concordia University-St. Paul
Masters
University of St. Thomas
B.A.
Lynnette Spanola Eastlake Lynnette Spanola Eastlake's RSM McGladrey Experience March 2002 - March 2005
Job Sr. WW Audience Marketing Mgr at Microsoft
Industry Computer Software
Experience
Microsoft May 2005 - Present
RSM McGladrey March 2002 - March 2005
Pet Partners March 1997 - March 2002
Sierra Club 1998 - 1999
Sierra Club 1998 - 1999
Laser Direct November 1995 - January 1997
Leo Burnett Co December 1988 - March 1995
Skills
Demand Generation, Marketing Management, Integrated Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Multi-channel Marketing, Strategy, Marketing, CRM, Advertising
Education
DePaul University
B.A., Communications
Keller Graduate School of Mgmt
MBA, Marketing
Maine West
University of Washington
Certificate, Fundraising Management
Microsoft May 2005 - Present
RSM McGladrey March 2002 - March 2005
Pet Partners March 1997 - March 2002
Sierra Club 1998 - 1999
Sierra Club 1998 - 1999
Laser Direct November 1995 - January 1997
Leo Burnett Co December 1988 - March 1995
Skills
Demand Generation, Marketing Management, Integrated Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Multi-channel Marketing, Strategy, Marketing, CRM, Advertising
Education
DePaul University
B.A., Communications
Keller Graduate School of Mgmt
MBA, Marketing
Maine West
University of Washington
Certificate, Fundraising Management
Julia Kagan, CPA Julia Kagan, CPA's RSM McGladrey Experience July 2004 - February 2009
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
Corn Products International March 2009 - February 2011
RSM McGladrey July 2004 - February 2009
Merrill Lynch September 2003 - July 2004
Raleigh Capital Management April 2003 - July 2004
Merrill Lynch November 2002 - April 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Internal Controls, Auditing, Accounting, Forecasting, Variance Analysis, Account Reconciliation, General Ledger, GAAP, Financial Statements, Analysis, Tax, Management, Leadership, Pricing, Credit, Accounts Receivable, Banking, Bookkeeping, Budgets, Business Process, CPA, Cash Flow
Education
DePaul University 2000 — 2004
BS in Accountancy and Finance, Finance, Accounting
JP Morgan Chase September 2010 - Present
Corn Products International March 2009 - February 2011
RSM McGladrey July 2004 - February 2009
Merrill Lynch September 2003 - July 2004
Raleigh Capital Management April 2003 - July 2004
Merrill Lynch November 2002 - April 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Internal Controls, Auditing, Accounting, Forecasting, Variance Analysis, Account Reconciliation, General Ledger, GAAP, Financial Statements, Analysis, Tax, Management, Leadership, Pricing, Credit, Accounts Receivable, Banking, Bookkeeping, Budgets, Business Process, CPA, Cash Flow
Education
DePaul University 2000 — 2004
BS in Accountancy and Finance, Finance, Accounting
David Rumas's RSM McGladrey Experience September 2006 - September 2007
Job Enrolled Actuary
Industry Management Consulting
Experience
BCG Terminal Funding Company May 2012 - Present
Midwest Consulting Actuaries, Inc. September 2003 - Present
Mesirow Financial September 2007 - June 2009
RSM McGladrey September 2006 - September 2007
General Board of Pension and Health Benefits September 2003 - August 2006
Deloitte December 1995 - September 2003
Price Waterhouse October 1988 - November 1995
Watson Wyatt 1986 - 1988
Skills
Pension Risk Transfer, Actuarial Science, Defined Benefit, Pensions, Employee Benefits, Executive Pay, Fixed Annuities, Actuarial Consulting, Actuaries, ERISA, Financial Services, Pension Funds, Deferred Compensation, Pension Administration, Retirement, Retirement Plan..., Plan Terminations, Postretirement Health, Executive Compensation, Actuarial, Insurance
Education
DePaul University 1983 — 1984
Graduate Courses, Actuarial Mathematics
Indiana University Bloomington 1979 — 1983
Bachelor of Science, Actuarial Science
BCG Terminal Funding Company May 2012 - Present
Midwest Consulting Actuaries, Inc. September 2003 - Present
Mesirow Financial September 2007 - June 2009
RSM McGladrey September 2006 - September 2007
General Board of Pension and Health Benefits September 2003 - August 2006
Deloitte December 1995 - September 2003
Price Waterhouse October 1988 - November 1995
Watson Wyatt 1986 - 1988
Skills
Pension Risk Transfer, Actuarial Science, Defined Benefit, Pensions, Employee Benefits, Executive Pay, Fixed Annuities, Actuarial Consulting, Actuaries, ERISA, Financial Services, Pension Funds, Deferred Compensation, Pension Administration, Retirement, Retirement Plan..., Plan Terminations, Postretirement Health, Executive Compensation, Actuarial, Insurance
Education
DePaul University 1983 — 1984
Graduate Courses, Actuarial Mathematics
Indiana University Bloomington 1979 — 1983
Bachelor of Science, Actuarial Science
Brygid Gallert Brygid Gallert's RSM McGladrey Experience October 2005 - June 2010
Job Finance Operations Director, NE at McGladrey
Industry Financial Services
Experience
McGladrey October 2013 - Present
McGladrey June 2010 - October 2013
RSM McGladrey October 2005 - June 2010
GGK/American Express-TBS July 1999 - October 2005
Goldstein Golub Kessler 1983 - 1999
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, Transfer Pricing, Auditing, Process Improvement, Tax, Cash Flow, Systems Management, Data Mapping, Operations Management, Billing Systems, People-oriented, Highly detail oriented, Organized Multi-tasker, Analytical Skills, Accounts Receivable, Billing Process, WIP, People Development, US GAAP, Financial Reporting, GAAP, Revenue Recognition
Education
City University of New York-Hunter College
McGladrey October 2013 - Present
McGladrey June 2010 - October 2013
RSM McGladrey October 2005 - June 2010
GGK/American Express-TBS July 1999 - October 2005
Goldstein Golub Kessler 1983 - 1999
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, Transfer Pricing, Auditing, Process Improvement, Tax, Cash Flow, Systems Management, Data Mapping, Operations Management, Billing Systems, People-oriented, Highly detail oriented, Organized Multi-tasker, Analytical Skills, Accounts Receivable, Billing Process, WIP, People Development, US GAAP, Financial Reporting, GAAP, Revenue Recognition
Education
City University of New York-Hunter College
Mark Connelly Mark Connelly's RSM McGladrey Experience January 1999 - December 2009
Job VP Divisional Control Officer US GMLD at Deutsche Bank Securities Inc.
Industry Financial Services
Experience
Deutsche Bank Securities Inc. July 2015 - Present
FGMK October 2014 - July 2015
Macquarie Futures USA January 2013 - October 2014
Deutsche Bank April 2012 - December 2012
ALaS Consulting January 2011 - March 2012
SunGard January 2010 - December 2010
RSM McGladrey January 1999 - December 2009
Rolfe & Nolan January 1997 - December 1998
Rosenthal Collins Group January 1994 - December 1996
Checkers, Simon & Rosner January 1991 - December 1993
Skills
Derivatives, Back Office, Middle Office, Internal Controls, Brokerage, Accounting, Futures, Vendor Management, Operational Efficiency, New Business Development, Client Development, GMI, Business Networking, Straight Through..., Troubleshooting, Cost Management, Cost Control, Front Office, Cost Reduction, Reconciliation, Exchange and Clearing..., Client Relationship..., Commodities, Cost Containment, Generating Revenue, Operational Risk..., Risk Assessment, Financial Risk, Credit Risk, Market Risk, Risk Management, Hedge Funds, Financial Services, Equities, Securities, Financial Markets
Education
Dominican University 1990 — 1992
MBA, Finance
Loyola University of Chicago 1982 — 1985
BA, Accounting and Personnel Management
Creighton University 1980 — 1982
Lyons Township High School 1976 — 1980
Deutsche Bank Securities Inc. July 2015 - Present
FGMK October 2014 - July 2015
Macquarie Futures USA January 2013 - October 2014
Deutsche Bank April 2012 - December 2012
ALaS Consulting January 2011 - March 2012
SunGard January 2010 - December 2010
RSM McGladrey January 1999 - December 2009
Rolfe & Nolan January 1997 - December 1998
Rosenthal Collins Group January 1994 - December 1996
Checkers, Simon & Rosner January 1991 - December 1993
Skills
Derivatives, Back Office, Middle Office, Internal Controls, Brokerage, Accounting, Futures, Vendor Management, Operational Efficiency, New Business Development, Client Development, GMI, Business Networking, Straight Through..., Troubleshooting, Cost Management, Cost Control, Front Office, Cost Reduction, Reconciliation, Exchange and Clearing..., Client Relationship..., Commodities, Cost Containment, Generating Revenue, Operational Risk..., Risk Assessment, Financial Risk, Credit Risk, Market Risk, Risk Management, Hedge Funds, Financial Services, Equities, Securities, Financial Markets
Education
Dominican University 1990 — 1992
MBA, Finance
Loyola University of Chicago 1982 — 1985
BA, Accounting and Personnel Management
Creighton University 1980 — 1982
Lyons Township High School 1976 — 1980
Jason McConnell Jason McConnell's RSM McGladrey Experience June 2008 - April 2009
Job Director, Loyalty Marketing at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation August 2013 - Present
Sears Holdings Corporation October 2011 - August 2013
Quatrro FPO Solutions February 2009 - April 2011
RSM McGladrey June 2008 - April 2009
Goodyear November 2005 - July 2008
RSM McGladrey January 2007 - June 2008
WindWalkers Motorcycles March 2006 - August 2006
Sears, Roebuck and Co. March 2003 - August 2003
Brighton Car Wash October 2002 - April 2003
Turtle Wax February 2001 - September 2002
Skills
Project Management, Business Process..., Internal Audit, Strategic Planning, Management, Sarbanes-Oxley Act, Financial Statements, Process Improvement, Customer Service, Automotive Aftermarket, Accounting, Accounts Receivable, Account Reconciliation, Analysis, Program Management, Compliance, Finance, Financial Analysis, Budgets, Auditing, Leadership, General Ledger, Accounts Payable, Automotive Repair, QuickBooks, CPA, Risk Management, Business Process..., Variance Analysis, Cash Flow
Education
University of Illinois at Chicago 2004 — 2008
B.S., Accounting
College of DuPage 2004 — 2004
Management
Purdue University - Krannert School of Management 2003 — 2003
Management
Sears Holdings Corporation August 2013 - Present
Sears Holdings Corporation October 2011 - August 2013
Quatrro FPO Solutions February 2009 - April 2011
RSM McGladrey June 2008 - April 2009
Goodyear November 2005 - July 2008
RSM McGladrey January 2007 - June 2008
WindWalkers Motorcycles March 2006 - August 2006
Sears, Roebuck and Co. March 2003 - August 2003
Brighton Car Wash October 2002 - April 2003
Turtle Wax February 2001 - September 2002
Skills
Project Management, Business Process..., Internal Audit, Strategic Planning, Management, Sarbanes-Oxley Act, Financial Statements, Process Improvement, Customer Service, Automotive Aftermarket, Accounting, Accounts Receivable, Account Reconciliation, Analysis, Program Management, Compliance, Finance, Financial Analysis, Budgets, Auditing, Leadership, General Ledger, Accounts Payable, Automotive Repair, QuickBooks, CPA, Risk Management, Business Process..., Variance Analysis, Cash Flow
Education
University of Illinois at Chicago 2004 — 2008
B.S., Accounting
College of DuPage 2004 — 2004
Management
Purdue University - Krannert School of Management 2003 — 2003
Management
Michael Hefner Michael Hefner's RSM McGladrey Experience February 2010 - April 2010
Job Staff Accountant at Skidmore Owings & Merrill LLP (SOM)
Industry Accounting
Experience
Skidmore Owings & Merrill LLP (SOM) May 2013 - Present
SMG Worldwide Entertainment & Convention Venue Management August 2011 - April 2013
MPEA September 2010 - July 2011
Finzer Roller Inc. October 2005 - August 2010
RSM McGladrey February 2010 - April 2010
Chicago Board of Trade May 2007 - July 2007
Skills
Accounting, Accounts Receivable, Tax, Invoicing, Budgets, Accounts Payable, Management, Time Management, Financial Statements, Bank Reconciliation, QuickBooks
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
DePaul University 2004 — 2008
Bachelor’s Degree, Finance
Skidmore Owings & Merrill LLP (SOM) May 2013 - Present
SMG Worldwide Entertainment & Convention Venue Management August 2011 - April 2013
MPEA September 2010 - July 2011
Finzer Roller Inc. October 2005 - August 2010
RSM McGladrey February 2010 - April 2010
Chicago Board of Trade May 2007 - July 2007
Skills
Accounting, Accounts Receivable, Tax, Invoicing, Budgets, Accounts Payable, Management, Time Management, Financial Statements, Bank Reconciliation, QuickBooks
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
DePaul University 2004 — 2008
Bachelor’s Degree, Finance
Chris Swanson Chris Swanson's RSM McGladrey Experience January 1997 - January 2000
Job Controller and Manager of Administration at Elcon Precision
Industry Accounting
Experience
HEAT Software (formerly FrontRange) May 2015 - Present
Elcon Precision January 2014 - January 2015
Valin Corporation August 2011 - January 2014
ITW December 2007 - August 2011
ITW June 2004 - December 2007
SK Financial CPA April 2003 - May 2004
Eide Bailly LLP September 2002 - April 2003
Baker Tilly Virchow Krause, LLP September 2000 - August 2002
RSM McGladrey January 1997 - January 2000
Skills
Auditing, Accounting, Internal Audit, Cost Accounting, Internal Controls, Financial Reporting, SEC filings, Budgets, Finance, Manufacturing, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Accounting, Tax, Due Diligence, Revenue Recognition, Forecasting, Sarbanes-Oxley, QuickBooks, CPA
Education
DePaul University 1996 — 2000
Bachelor's Degree, Accounting, Management, Economics (Minor), 3.3 GPA
Thomas Soe
HEAT Software (formerly FrontRange) May 2015 - Present
Elcon Precision January 2014 - January 2015
Valin Corporation August 2011 - January 2014
ITW December 2007 - August 2011
ITW June 2004 - December 2007
SK Financial CPA April 2003 - May 2004
Eide Bailly LLP September 2002 - April 2003
Baker Tilly Virchow Krause, LLP September 2000 - August 2002
RSM McGladrey January 1997 - January 2000
Skills
Auditing, Accounting, Internal Audit, Cost Accounting, Internal Controls, Financial Reporting, SEC filings, Budgets, Finance, Manufacturing, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Accounting, Tax, Due Diligence, Revenue Recognition, Forecasting, Sarbanes-Oxley, QuickBooks, CPA
Education
DePaul University 1996 — 2000
Bachelor's Degree, Accounting, Management, Economics (Minor), 3.3 GPA
Thomas Soe
Jodi Messenbrink Jodi Messenbrink's RSM McGladrey Experience June 2009 - July 2009
Job Senior Application Analyst and Developer at HealthPartners
Industry Information Technology and Services
Experience
HealthPartners January 2015 - Present
Park Nicollet Health Services September 2013 - December 2014
Park Nicollet Health Services May 2011 - September 2013
Clark's Driving School January 2009 - August 2013
Park Nicollet Health Services August 2010 - May 2011
Epicor Software Corp March 2010 - August 2010
RSM McGladrey June 2009 - July 2009
Leader Telegram January 2009 - May 2009
DecoPac June 2008 - August 2008
College of Charleston August 2007 - May 2008
Skills
Epic Systems, Training, Management, Customer Service, Databases, Microsoft Excel, Data Entry, System Administration, Microsoft Word, Healthcare Information..., EHR, EMR, Visio, Software Implementation, Business Analysis, Database Administration, SharePoint, Software Documentation
Education
Florida State University 2012 — 2014
Master of Science (M.S.), Management Information Systems
University of Wisconsin-Eau Claire 2006 — 2009
Bachelor of Business Administration, Information Systems with an emphasis in Business Analysis
College of Charleston 2007 — 2008
Business
North Hennepin Community College 2004 — 2006
HealthPartners January 2015 - Present
Park Nicollet Health Services September 2013 - December 2014
Park Nicollet Health Services May 2011 - September 2013
Clark's Driving School January 2009 - August 2013
Park Nicollet Health Services August 2010 - May 2011
Epicor Software Corp March 2010 - August 2010
RSM McGladrey June 2009 - July 2009
Leader Telegram January 2009 - May 2009
DecoPac June 2008 - August 2008
College of Charleston August 2007 - May 2008
Skills
Epic Systems, Training, Management, Customer Service, Databases, Microsoft Excel, Data Entry, System Administration, Microsoft Word, Healthcare Information..., EHR, EMR, Visio, Software Implementation, Business Analysis, Database Administration, SharePoint, Software Documentation
Education
Florida State University 2012 — 2014
Master of Science (M.S.), Management Information Systems
University of Wisconsin-Eau Claire 2006 — 2009
Bachelor of Business Administration, Information Systems with an emphasis in Business Analysis
College of Charleston 2007 — 2008
Business
North Hennepin Community College 2004 — 2006
Elvin Tyler Elvin Tyler's RSM McGladrey Experience April 2003 - April 2004
Job Senior Director of Internal Audit at OCLARO
Industry Management Consulting
Experience
OCLARO January 2014 - Present
JobTrain March 2013 - Present
Eagle Eye Advisors, LLC May 2011 - January 2014
Spansion, Inc. April 2006 - April 2011
Catellus Development Corporation April 2004 - September 2005
San Francisco State University January 2003 - May 2005
RSM McGladrey April 2003 - April 2004
California Savings Bank May 1995 - March 2003
BDO Seidman, LLP January 1994 - September 1994
Good & Fowler, LLP June 1991 - December 1993
Education
University of San Francisco - Masagung Graduate School of Management 2000 — 2002
MBA, Business
San Francisco State University, College of Business 1988 — 1991
B.S., Accounting
De Anza College 1986 — 1988
Business
OCLARO January 2014 - Present
JobTrain March 2013 - Present
Eagle Eye Advisors, LLC May 2011 - January 2014
Spansion, Inc. April 2006 - April 2011
Catellus Development Corporation April 2004 - September 2005
San Francisco State University January 2003 - May 2005
RSM McGladrey April 2003 - April 2004
California Savings Bank May 1995 - March 2003
BDO Seidman, LLP January 1994 - September 1994
Good & Fowler, LLP June 1991 - December 1993
Education
University of San Francisco - Masagung Graduate School of Management 2000 — 2002
MBA, Business
San Francisco State University, College of Business 1988 — 1991
B.S., Accounting
De Anza College 1986 — 1988
Business
Renee Beaver Renee Beaver's RSM McGladrey Experience 2005 - 2007
Job Partner at Novogradac & Company LLP
Industry Accounting
Experience
Novogradac & Company LLP July 2007 - Present
Novogradac & Company LLP June 1997 - Present
RSM McGladrey 2005 - 2007
Hausser + Taylor, LLP 2000 - 2007
Hausser + Taylor, CPA’s 2000 - 2007
Hausser + Taylor CPAs 1988 - 2007
American Express TBS 2000 - 2005
Skills
Tax Credits, Partnership Taxation, Affordable Housing, Real Estate Development, Tax, Real Estate, Asset Management, Corporate Tax, Accounting, Auditing, LIHTC, Financial Reporting, Audit, Non-profits, Construction, Due Diligence, QuickBooks, Tax Accounting, GAAP, Tax Preparation, Nonprofits, CPA, Tax Returns, Real Estate Economics, Fixed Assets, US GAAP, Income Tax
Education
Cleveland State University 1983 — 1988
BA, Accounting
Valley Forge High School 1981 — 1983
Novogradac & Company LLP July 2007 - Present
Novogradac & Company LLP June 1997 - Present
RSM McGladrey 2005 - 2007
Hausser + Taylor, LLP 2000 - 2007
Hausser + Taylor, CPA’s 2000 - 2007
Hausser + Taylor CPAs 1988 - 2007
American Express TBS 2000 - 2005
Skills
Tax Credits, Partnership Taxation, Affordable Housing, Real Estate Development, Tax, Real Estate, Asset Management, Corporate Tax, Accounting, Auditing, LIHTC, Financial Reporting, Audit, Non-profits, Construction, Due Diligence, QuickBooks, Tax Accounting, GAAP, Tax Preparation, Nonprofits, CPA, Tax Returns, Real Estate Economics, Fixed Assets, US GAAP, Income Tax
Education
Cleveland State University 1983 — 1988
BA, Accounting
Valley Forge High School 1981 — 1983
Carrie Camino's RSM McGladrey Experience October 2005 - April 2007
Job Director at West Monroe Partners
Industry Information Technology and Services
Experience
West Monroe Partners May 2007 - Present
RSM McGladrey October 2005 - April 2007
American Express TBS November 2004 - September 2005
American Express TBS November 1999 - October 2004
System Software Associates (acquired by Infor) December 1994 - October 1999
System Software Associates (acquired by Infor) June 1994 - May 1998
Skills
Change Management, Strategic Planning, Business Process..., Management Consulting, Business Analysis, IT Strategy, Process Improvement, Acquisition Integration, Vendor Management, Program Management, Business Process, Business Transformation, Business Process..., Project Management, Business Intelligence, Business Strategy, Project Portfolio..., Cross-functional Team..., Risk Management, PMO, Mergers & Acquisitions, Governance, Integration, CRM, Leadership, Quality Assurance, Enterprise Software, Executive Management, Outsourcing, Finance, Software Development, Financial Analysis, Budgets, Training, Management, Strategy, SDLC, Operations Management, IT Management, Consulting, ERP, Team Leadership
Education
The University of Chicago Booth School of Business 2004 — 2005
Continuing Professional Education, Accounting
DePaul University 1996 — 1999
M.S., Information Systems
Loyola University of Chicago 1987 — 1991
B.S., Psychology
West Monroe Partners May 2007 - Present
RSM McGladrey October 2005 - April 2007
American Express TBS November 2004 - September 2005
American Express TBS November 1999 - October 2004
System Software Associates (acquired by Infor) December 1994 - October 1999
System Software Associates (acquired by Infor) June 1994 - May 1998
Skills
Change Management, Strategic Planning, Business Process..., Management Consulting, Business Analysis, IT Strategy, Process Improvement, Acquisition Integration, Vendor Management, Program Management, Business Process, Business Transformation, Business Process..., Project Management, Business Intelligence, Business Strategy, Project Portfolio..., Cross-functional Team..., Risk Management, PMO, Mergers & Acquisitions, Governance, Integration, CRM, Leadership, Quality Assurance, Enterprise Software, Executive Management, Outsourcing, Finance, Software Development, Financial Analysis, Budgets, Training, Management, Strategy, SDLC, Operations Management, IT Management, Consulting, ERP, Team Leadership
Education
The University of Chicago Booth School of Business 2004 — 2005
Continuing Professional Education, Accounting
DePaul University 1996 — 1999
M.S., Information Systems
Loyola University of Chicago 1987 — 1991
B.S., Psychology
Chris Chlebek Chris Chlebek's RSM McGladrey Experience July 2001 - August 2011
Job Tax Manager at Hilco Global
Industry Accounting
Experience
Hilco Global August 2013 - Present
The Hechtman Group, Ltd. August 2011 - Present
RSM McGladrey July 2001 - August 2011
Michael Silver & Company December 1998 - July 2001
Skills
Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
Master of Science in Taxation
Loyola University Chicago 1975 — 1979
BBA, Accounting
Hilco Global August 2013 - Present
The Hechtman Group, Ltd. August 2011 - Present
RSM McGladrey July 2001 - August 2011
Michael Silver & Company December 1998 - July 2001
Skills
Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
Master of Science in Taxation
Loyola University Chicago 1975 — 1979
BBA, Accounting
Alisa Brussel, SPHR's RSM McGladrey Experience April 2004 - November 2008
Job Senior Manager, Human Resources at Deloitte
Industry Human Resources
Experience
Deloitte December 2008 - Present
RSM McGladrey April 2004 - November 2008
Globix Corporation 2001 - 2002
Prism Communication 1999 - 2000
PricewaterhouseCoopers, LLC 1997 - 1999
Accenture 1994 - 1997
Skills
Human Resources, Talent Management, Leadership, Management, Start-ups, Performance Management, Onboarding, Employee Engagement, Strategic HR, Workforce Planning, Employee Relations, Organizational...
Education
City University of New York-Hunter College
BA, History
Deloitte December 2008 - Present
RSM McGladrey April 2004 - November 2008
Globix Corporation 2001 - 2002
Prism Communication 1999 - 2000
PricewaterhouseCoopers, LLC 1997 - 1999
Accenture 1994 - 1997
Skills
Human Resources, Talent Management, Leadership, Management, Start-ups, Performance Management, Onboarding, Employee Engagement, Strategic HR, Workforce Planning, Employee Relations, Organizational...
Education
City University of New York-Hunter College
BA, History
Veera Reungasavadech's RSM McGladrey Experience January 2007 - February 2009
Job Senior Associate Financial Advisory Services
Industry Accounting
Experience
McGladrey November 2013 - Present
JCF International Ltd. June 2012 - October 2013
McGladrey May 2011 - March 2012
Corvus Group April 2009 - May 2011
RSM McGladrey January 2007 - February 2009
Huron Consulting Group February 2005 - January 2007
National Futures Association 2003 - 2004
Skills
Business Valuation, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Quantum Control, Corporate Finance, Financial Reporting, Restructuring, Auditing, GAAP, US GAAP, Financial Accounting, Finance, Internal Audit, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Accounting, Internal Controls, Account Reconciliation, Analysis, Cash Flow, Cash Flow Forecasting, Cost Accounting, Enterprise Risk..., Financial Risk, Financial Statements, Forecasting, Forensic Accounting, Hyperion Enterprise, General Ledger, Managerial Finance, Private Equity, Risk Management, Strategic Financial..., Tax, Variance Analysis
Education
DePaul University 2000 — 2003
B.S., Finance and Economics
McGladrey November 2013 - Present
JCF International Ltd. June 2012 - October 2013
McGladrey May 2011 - March 2012
Corvus Group April 2009 - May 2011
RSM McGladrey January 2007 - February 2009
Huron Consulting Group February 2005 - January 2007
National Futures Association 2003 - 2004
Skills
Business Valuation, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Quantum Control, Corporate Finance, Financial Reporting, Restructuring, Auditing, GAAP, US GAAP, Financial Accounting, Finance, Internal Audit, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Accounting, Internal Controls, Account Reconciliation, Analysis, Cash Flow, Cash Flow Forecasting, Cost Accounting, Enterprise Risk..., Financial Risk, Financial Statements, Forecasting, Forensic Accounting, Hyperion Enterprise, General Ledger, Managerial Finance, Private Equity, Risk Management, Strategic Financial..., Tax, Variance Analysis
Education
DePaul University 2000 — 2003
B.S., Finance and Economics
Janette Vargas's RSM McGladrey Experience August 2006 - January 2007
Job Coordinator
Industry Professional Training & Coaching
Experience
Navigant Consulting, Inc. February 2007 - Present
RSM McGladrey August 2006 - January 2007
Watson Wyatt October 1995 - February 2006
Skills
Customer Service, Event Planning, Microsoft Excel, PowerPoint, Strategic Planning, Management, Coaching, Human Resources, Teaching, Change Management, Interviews
Education
Columbia College Chicago 1997 — 1999
None, Broadcast Journalism
Crane High School 1995 — 1997
12
Navigant Consulting, Inc. February 2007 - Present
RSM McGladrey August 2006 - January 2007
Watson Wyatt October 1995 - February 2006
Skills
Customer Service, Event Planning, Microsoft Excel, PowerPoint, Strategic Planning, Management, Coaching, Human Resources, Teaching, Change Management, Interviews
Education
Columbia College Chicago 1997 — 1999
None, Broadcast Journalism
Crane High School 1995 — 1997
12
Beth Silver's RSM McGladrey Experience 2009 - 2012
Job SVP, Human Resources at Frederick Goldman
Industry Human Resources
Experience
Frederick Goldman 2013 - Present
GfK Custom Research April 2012 - 2013
RSM McGladrey 2009 - 2012
Martha Stewart Living Omnimedia 2007 - 2008
Grey Worldwide/Grey Global Group November 2001 - March 2007
Grey Worldwide/Grey Global Group 2001 - 2007
Medscape 2000 - 2001
Lucent Technologies 1998 - 2000
Molten Metal Technology 1993 - 1997
Skills
Succession Planning, Organizational..., Employee Relations, Restructuring, Performance Management, Talent Management, Talent Development, Compensation, Talent Acquisition, Deferred Compensation, Onboarding, Leadership, Business Strategy, Entrepreneurship, Organizational..., Interviews, Human Resources, Leadership Development, Executive Coaching, Executive Search, Employee Engagement, Strategy, Training, Recruiting, Change Management, Employee Benefits, Personnel Management, HRIS, Management, Process Improvement, Strategic Planning, Organizational Design, Consulting, Workforce Planning, Program Management, Team Management, Compensation & Benefit, Career Development, Compensation Structures, Executive Management, Sourcing, HR Consulting, Employer Branding, College Recruiting, HR Policies, Temporary Placement, Applicant Tracking..., Human Capital
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Marketing
Cornell University 1982 — 1985
Bachelor of Science, Psychology/Human Development
Frederick Goldman 2013 - Present
GfK Custom Research April 2012 - 2013
RSM McGladrey 2009 - 2012
Martha Stewart Living Omnimedia 2007 - 2008
Grey Worldwide/Grey Global Group November 2001 - March 2007
Grey Worldwide/Grey Global Group 2001 - 2007
Medscape 2000 - 2001
Lucent Technologies 1998 - 2000
Molten Metal Technology 1993 - 1997
Skills
Succession Planning, Organizational..., Employee Relations, Restructuring, Performance Management, Talent Management, Talent Development, Compensation, Talent Acquisition, Deferred Compensation, Onboarding, Leadership, Business Strategy, Entrepreneurship, Organizational..., Interviews, Human Resources, Leadership Development, Executive Coaching, Executive Search, Employee Engagement, Strategy, Training, Recruiting, Change Management, Employee Benefits, Personnel Management, HRIS, Management, Process Improvement, Strategic Planning, Organizational Design, Consulting, Workforce Planning, Program Management, Team Management, Compensation & Benefit, Career Development, Compensation Structures, Executive Management, Sourcing, HR Consulting, Employer Branding, College Recruiting, HR Policies, Temporary Placement, Applicant Tracking..., Human Capital
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Marketing
Cornell University 1982 — 1985
Bachelor of Science, Psychology/Human Development
Stephanie Kessler Gurgel, MBA, PHR, SHRM-CP's RSM McGladrey Experience 2001 - 2005
Job Human Resources Generalist (Comp/Benefits) at Midland States Bank
Industry Human Resources
Experience
Midland States Bank July 2013 - Present
Concordia Univeristy WI April 2007 - Present
Verisight August 2011 - June 2013
McGladrey June 2005 - August 2011
Milwaukee Area Compensation Association (MACA) June 2005 - June 2010
RSM McGladrey 2001 - 2005
Skills
Employee Benefits, Human Resources, Performance Management, Deferred Compensation, Personnel Management, HR Consulting, Compensation & Benefit, Incentive Programs, Job Evaluation, Payroll, Job Descriptions, Leadership, Benefits Administration, Program Management, Compensation Structures, Salary, Strategy, Management, Succession Planning, Policy, Talent Management, Employee Relations, Compensation, Compensation
Education
Concordia University-Wisconsin 2000 — 2003
Master of Business Administration (M.B.A.), Human Resources Management and Services
Concordia University-Wisconsin 1997 — 2000
Bachelor's degree, Business Management
Midland States Bank July 2013 - Present
Concordia Univeristy WI April 2007 - Present
Verisight August 2011 - June 2013
McGladrey June 2005 - August 2011
Milwaukee Area Compensation Association (MACA) June 2005 - June 2010
RSM McGladrey 2001 - 2005
Skills
Employee Benefits, Human Resources, Performance Management, Deferred Compensation, Personnel Management, HR Consulting, Compensation & Benefit, Incentive Programs, Job Evaluation, Payroll, Job Descriptions, Leadership, Benefits Administration, Program Management, Compensation Structures, Salary, Strategy, Management, Succession Planning, Policy, Talent Management, Employee Relations, Compensation, Compensation
Education
Concordia University-Wisconsin 2000 — 2003
Master of Business Administration (M.B.A.), Human Resources Management and Services
Concordia University-Wisconsin 1997 — 2000
Bachelor's degree, Business Management
Jayne Simon, MBA, CIA's RSM McGladrey Experience October 2006 - February 2009
Job Experienced Accountant and Accounting Instructor
Industry Management Consulting
Experience
UNC Charlotte 2010 - December 2013
The Institute of Internal Auditors Inc. 2011 - 2013
UNC Charlotte April 2010 - April 2011
RSM McGladrey October 2006 - February 2009
Lance, Inc. January 2006 - September 2006
Jefferson Wells March 2004 - January 2006
Various Manufacturing Companies July 1995 - March 2004
Skills
Higher Education, Internal Audit, Auditing, Accounting, Managerial Finance, Analysis, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Analysis, Financial Accounting, GAAP, Management, Financial Reporting, Financial and..., Finance
Education
University of North Carolina at Charlotte 2010 — 2013
Post Master's, Accounting (18 Credit Hours)
Clemson University 1993 — 1994
Master's, Business Administration with a Minor in Adult Education
Franklin University 1989 — 1992
Bachelor of Science, Accounting
UNC Charlotte 2010 - December 2013
The Institute of Internal Auditors Inc. 2011 - 2013
UNC Charlotte April 2010 - April 2011
RSM McGladrey October 2006 - February 2009
Lance, Inc. January 2006 - September 2006
Jefferson Wells March 2004 - January 2006
Various Manufacturing Companies July 1995 - March 2004
Skills
Higher Education, Internal Audit, Auditing, Accounting, Managerial Finance, Analysis, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Analysis, Financial Accounting, GAAP, Management, Financial Reporting, Financial and..., Finance
Education
University of North Carolina at Charlotte 2010 — 2013
Post Master's, Accounting (18 Credit Hours)
Clemson University 1993 — 1994
Master's, Business Administration with a Minor in Adult Education
Franklin University 1989 — 1992
Bachelor of Science, Accounting
Jessica Blosser's RSM McGladrey Experience January 1998 - April 2003
Job Manager at PwC
Industry Accounting
Experience
PwC February 2012 - Present
Citi Fund Services October 2006 - March 2012
RSM McGladrey January 1998 - April 2003
Education
DePaul University 2000 — 2003
MST, Taxation
Ohio University 1994 — 1997
BBA, Accounting
PwC February 2012 - Present
Citi Fund Services October 2006 - March 2012
RSM McGladrey January 1998 - April 2003
Education
DePaul University 2000 — 2003
MST, Taxation
Ohio University 1994 — 1997
BBA, Accounting
Angela Papaleo's RSM McGladrey Experience February 2008 - April 2008
Job AmeriCorps VISTA/ Development Associate at America SCORES Chicago
Industry Nonprofit Organization Management
Experience
America SCORES Chicago September 2008 - Present
HR Solutions, Inc. April 2008 - August 2008
RSM McGladrey February 2008 - April 2008
LocalLaunch! June 2007 - February 2008
Education
DePaul University 2003 — 2007
America SCORES Chicago September 2008 - Present
HR Solutions, Inc. April 2008 - August 2008
RSM McGladrey February 2008 - April 2008
LocalLaunch! June 2007 - February 2008
Education
DePaul University 2003 — 2007
Rosemarie Panico-Marino, AIF, ERPA, QPA, c(k)p's RSM McGladrey Experience 1991 - August 2011
Job Managing Director, Director of Retirement Plan Services at The Private Bank and Trust Company
Industry Financial Services
Experience
The Private Bank and Trust Company September 2013 - Present
The Retirement Advisor University at UCLA Anderson School of Management June 2010 - Present
Council of Independent Recordkeepers (CIKR) 2007 - Present
Verisight, Inc August 2011 - September 2013
De Paul Univeristy 2009 - 2012
RSM McGladrey 1991 - August 2011
Altschuler, Melvoin & Glasser LLP 1991 - 1999
Skills
Retirement, ERISA, Employee Benefits, Plan Design, 401k, Pensions, Compliance, Profit Sharing, Deferred Compensation, Business Planning, Retirement Plan..., Defined Benefit, Pension Administration, Financial Advisory, Accounting, Defined Contribution, Investments, Actuarial Science, Retirement Planning, Mergers, Asset Allocation, Mutual Funds, Executive Pay, Financial Services, Mergers & Acquisitions, Strategic Financial..., Financial Planners, Series 7, Leadership, Series 63, Investment Management, Wealth Management, Qualified Retirement..., IRAs, Securities, FINRA, Asset Management, Finance, Series 6, Investment Strategies, Fixed Annuities, Financial Planning
Education
DePaul University
Bachelor of Science (BS), Finance, General
SMU Graduate School of Banking
The Private Bank and Trust Company September 2013 - Present
The Retirement Advisor University at UCLA Anderson School of Management June 2010 - Present
Council of Independent Recordkeepers (CIKR) 2007 - Present
Verisight, Inc August 2011 - September 2013
De Paul Univeristy 2009 - 2012
RSM McGladrey 1991 - August 2011
Altschuler, Melvoin & Glasser LLP 1991 - 1999
Skills
Retirement, ERISA, Employee Benefits, Plan Design, 401k, Pensions, Compliance, Profit Sharing, Deferred Compensation, Business Planning, Retirement Plan..., Defined Benefit, Pension Administration, Financial Advisory, Accounting, Defined Contribution, Investments, Actuarial Science, Retirement Planning, Mergers, Asset Allocation, Mutual Funds, Executive Pay, Financial Services, Mergers & Acquisitions, Strategic Financial..., Financial Planners, Series 7, Leadership, Series 63, Investment Management, Wealth Management, Qualified Retirement..., IRAs, Securities, FINRA, Asset Management, Finance, Series 6, Investment Strategies, Fixed Annuities, Financial Planning
Education
DePaul University
Bachelor of Science (BS), Finance, General
SMU Graduate School of Banking
Brandon Ford's RSM McGladrey Experience September 2008 - April 2010
Job Sr Product Manager Acct PdM at Expedia, Inc.
Industry Accounting
Experience
Expedia, Inc. September 2014 - Present
Expedia, Inc. April 2013 - August 2014
Expedia October 2012 - April 2013
Expedia June 2010 - October 2012
RSM McGladrey September 2008 - April 2010
PricewaterhouseCoopers August 2007 - August 2008
Skills
Accounting, Risk Management, Sarbanes-Oxley Act, Analysis, Internal Audit, Internal Controls, IT Audit, Auditing, Disaster Recovery, Project Management, Product Management, Business Requirements, Cross-functional Team..., Process Improvement, SDLC, Business Process, Project Planning
Education
Colorado State University 2006 — 2007
Master of Accounting, Accounting
Colorado State University 2002 — 2006
Bachelor of Science, Business Administration
Expedia, Inc. September 2014 - Present
Expedia, Inc. April 2013 - August 2014
Expedia October 2012 - April 2013
Expedia June 2010 - October 2012
RSM McGladrey September 2008 - April 2010
PricewaterhouseCoopers August 2007 - August 2008
Skills
Accounting, Risk Management, Sarbanes-Oxley Act, Analysis, Internal Audit, Internal Controls, IT Audit, Auditing, Disaster Recovery, Project Management, Product Management, Business Requirements, Cross-functional Team..., Process Improvement, SDLC, Business Process, Project Planning
Education
Colorado State University 2006 — 2007
Master of Accounting, Accounting
Colorado State University 2002 — 2006
Bachelor of Science, Business Administration
Darlene M. Davis's RSM McGladrey Experience May 1997 - December 2011
Job Lead Tax Manager at McGLADREY LLP
Industry Financial Services
Experience
McGladrey LLP 1997 - February 2014
Directions for Youth and Families 2006 - December 2012
RSM McGladrey May 1997 - December 2011
RSM McGladrey, Inc. 1997 - December 2011
The Columbus Compact Corporation 2000 - 2011
Skills
Tax, Tax Research, CPA, Corporate Tax, Tax Exempt Organizations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science - Taxation, Taxation
Franklin University
BSBA - Business Administration, Accounting
Ohio University
McGladrey LLP 1997 - February 2014
Directions for Youth and Families 2006 - December 2012
RSM McGladrey May 1997 - December 2011
RSM McGladrey, Inc. 1997 - December 2011
The Columbus Compact Corporation 2000 - 2011
Skills
Tax, Tax Research, CPA, Corporate Tax, Tax Exempt Organizations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science - Taxation, Taxation
Franklin University
BSBA - Business Administration, Accounting
Ohio University
Debbie Ballard's RSM McGladrey Experience June 2004 - October 2005
Job Vice President, Global Shared Services
Industry Accounting
Experience
McDonald's Corporation December 2011 - Present
RSM McGladrey June 2004 - October 2005
RSM McGladrey Financial Process Outsourcing 2004 - 2005
Education
DePaul University 1984 — 1989
McDonald's Corporation December 2011 - Present
RSM McGladrey June 2004 - October 2005
RSM McGladrey Financial Process Outsourcing 2004 - 2005
Education
DePaul University 1984 — 1989
Brian Vickers's RSM McGladrey Experience April 2007 - October 2010
Job Finance and Accounting Director at McGladrey, LLP
Industry Accounting
Experience
McGladrey October 2010 - Present
RSM McGladrey April 2007 - October 2010
RSM McGladrey September 2003 - April 2007
Skills
SOX, Process Improvement, Forecasting, Accounting, Financial Reporting, Budgeting, Internal Controls, Sarbanes-Oxley Act, Budgets, Financial Analysis, GAAP, Microsoft Excel, Auditing, US GAAP, Financial Accounting
Education
Clarke College 1999 — 2003
BA, Accounting & Finance
McGladrey October 2010 - Present
RSM McGladrey April 2007 - October 2010
RSM McGladrey September 2003 - April 2007
Skills
SOX, Process Improvement, Forecasting, Accounting, Financial Reporting, Budgeting, Internal Controls, Sarbanes-Oxley Act, Budgets, Financial Analysis, GAAP, Microsoft Excel, Auditing, US GAAP, Financial Accounting
Education
Clarke College 1999 — 2003
BA, Accounting & Finance
Carl Wirtz's RSM McGladrey Experience 2006 - 2008
Job Shareholder at Maloney + Novotny LLC
Industry Accounting
Experience
Maloney + Novotny LLC 1982 - Present
RSM McGladrey 2006 - 2008
Hausser + Taylor LLC 1992 - 2007
Education
Cleveland State University 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Lake Catholic High School
Maloney + Novotny LLC 1982 - Present
RSM McGladrey 2006 - 2008
Hausser + Taylor LLC 1992 - 2007
Education
Cleveland State University 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Lake Catholic High School
Lucy Calderon's RSM McGladrey Experience September 2004 - Present
Job Tax Prep Volunteer at Center for Economic Progress
Industry Accounting
Experience
RSM McGLADREY September 2004 - Present
Center for Economic Progress 2004 - Present
Education
DePaul University 2003 — 2007
B.S., Accounting
RSM McGLADREY September 2004 - Present
Center for Economic Progress 2004 - Present
Education
DePaul University 2003 — 2007
B.S., Accounting
Emily Podell's RSM McGladrey Experience January 2005 - July 2007
Job Senior Financial Analyst at Disney Consumer Products
Industry Consumer Goods
Experience
Disney Consumer Products August 2011 - Present
Egg Strategy June 2010 - September 2010
Deloitte August 2007 - July 2009
RSM Mcgladrey January 2005 - July 2007
Disney ABC Television Group August 2003 - March 2004
Skills
Financial Analysis, Budgets, Financial Modeling, Forecasting, Corporate Finance, Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA
UCLA 2004 — 2006
Award in Accounting, Accounting
Cornell University 1999 — 2003
BA, Art History and Archaeology
Marlborough School 1993 — 1999
Disney Consumer Products August 2011 - Present
Egg Strategy June 2010 - September 2010
Deloitte August 2007 - July 2009
RSM Mcgladrey January 2005 - July 2007
Disney ABC Television Group August 2003 - March 2004
Skills
Financial Analysis, Budgets, Financial Modeling, Forecasting, Corporate Finance, Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA
UCLA 2004 — 2006
Award in Accounting, Accounting
Cornell University 1999 — 2003
BA, Art History and Archaeology
Marlborough School 1993 — 1999
Jason Lunte's RSM McGladrey Experience September 2007 - February 2008
Job Senior Tax Manager at McGladrey
Industry Financial Services
Experience
McGladrey October 2014 - Present
McGladrey October 2011 - September 2014
Guggenheim Capital, LLC February 2008 - October 2011
RSM McGladrey September 2007 - February 2008
RSM McGladrey January 2006 - August 2007
Skills
Transfer Pricing, Tax Accounting, Tax Research, Tax Preparation, Tax, Partnership Taxation, Tax Returns, Corporate Tax, Income Tax, Accounting, CPA, Private Equity, Internal Controls, Financial Services, Hedge Funds, ProSystem fx Tax, Consolidation, Fund Of Funds, IRS, US GAAP, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MS, Tax
Illinois State University 2001 — 2005
BS, Accounting
McGladrey October 2014 - Present
McGladrey October 2011 - September 2014
Guggenheim Capital, LLC February 2008 - October 2011
RSM McGladrey September 2007 - February 2008
RSM McGladrey January 2006 - August 2007
Skills
Transfer Pricing, Tax Accounting, Tax Research, Tax Preparation, Tax, Partnership Taxation, Tax Returns, Corporate Tax, Income Tax, Accounting, CPA, Private Equity, Internal Controls, Financial Services, Hedge Funds, ProSystem fx Tax, Consolidation, Fund Of Funds, IRS, US GAAP, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MS, Tax
Illinois State University 2001 — 2005
BS, Accounting
Larry Ewing's RSM McGladrey Experience 1996 - 2007
Job Director of State and Local Tax at Corbett, Duncan @ Hubly PC
Industry Accounting
Experience
Corbett, Duncan @ Hubly PC December 2014 - Present
Sikich February 2013 - Present
Baker Tilly Virchow Krause, LLP June 2009 - January 2013
KPMG 2007 - 2008
RSM McGladrey 1996 - 2007
Skills
Auditing, Income Tax, Accounting, Tax, Tax Accounting, CPA, GAAP, SEC filings, Internal Audit, Corporate Tax, Internal Controls, Partnership Taxation, Management Consulting, Tax Research, Process Improvement, Tax Preparation, Tax Returns, Sarbanes-Oxley Act, Tax Advisory, SEC Filings, Tax Law, Due Diligence
Education
DePaul University
MST, Tax
Loyola University Chicago
Bachelor of Business Administration (B.B.A.), Public Accounting
Corbett, Duncan @ Hubly PC December 2014 - Present
Sikich February 2013 - Present
Baker Tilly Virchow Krause, LLP June 2009 - January 2013
KPMG 2007 - 2008
RSM McGladrey 1996 - 2007
Skills
Auditing, Income Tax, Accounting, Tax, Tax Accounting, CPA, GAAP, SEC filings, Internal Audit, Corporate Tax, Internal Controls, Partnership Taxation, Management Consulting, Tax Research, Process Improvement, Tax Preparation, Tax Returns, Sarbanes-Oxley Act, Tax Advisory, SEC Filings, Tax Law, Due Diligence
Education
DePaul University
MST, Tax
Loyola University Chicago
Bachelor of Business Administration (B.B.A.), Public Accounting
Michelle Loo's RSM McGladrey Experience January 2002 - March 2012
Job International Tax Manager at AlcatelLucent
Industry Accounting
Experience
Alcatel-Lucent March 2015 - Present
Fluor April 2012 - March 2015
RSM McGladrey January 2002 - March 2012
Skills
Accounting, CPA, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Research, US GAAP, Tax Preparation, SEC filings, International Tax, GAAP, Financial Analysis, Financial Reporting
Education
Texas A&M University 2000 — 2001
Master of Science, Accounting
Deakin University 1996 — 1999
Bachelor of Commerce, Accounting & Management Information System
Alcatel-Lucent March 2015 - Present
Fluor April 2012 - March 2015
RSM McGladrey January 2002 - March 2012
Skills
Accounting, CPA, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Research, US GAAP, Tax Preparation, SEC filings, International Tax, GAAP, Financial Analysis, Financial Reporting
Education
Texas A&M University 2000 — 2001
Master of Science, Accounting
Deakin University 1996 — 1999
Bachelor of Commerce, Accounting & Management Information System
Aleks Djordjevich's RSM McGladrey Experience January 2008 - April 2008
Job Attorney at Djordjevich Law, LLC
Industry Legal Services
Experience
Djordjevich Law, LLC March 2014 - Present
Anthony J. Peraica & Associates September 2013 - November 2014
BARBRI Inc. January 2010 - January 2013
The John Marshall Law School October 2010 - December 2012
Ostojic & Scudder, LLC April 2011 - September 2011
Stuart C. Miller & Co. July 2009 - December 2009
ICTY August 2008 - December 2008
RSM McGladrey January 2008 - April 2008
Gar Wood Securities June 2007 - September 2007
Brewer Investment Group December 2005 - March 2006
Skills
Research, Financial Analysis, Microsoft Excel, Legal Writing, Accounting, Financial Modeling, Economics, Trials, Microsoft Office, Legal Research, Analysis, Westlaw, International Law, Litigation, Lexis, Immigration Law, Commercial Litigation, Discrimination Law, Personal Injury, Civil Litigation, Courts
Education
The John Marshall Law School 2011 — 2013
JD, Law
DePaul University 2004 — 2009
Bachelor of Sciences in Commerce, Finance and Economics
Djordjevich Law, LLC March 2014 - Present
Anthony J. Peraica & Associates September 2013 - November 2014
BARBRI Inc. January 2010 - January 2013
The John Marshall Law School October 2010 - December 2012
Ostojic & Scudder, LLC April 2011 - September 2011
Stuart C. Miller & Co. July 2009 - December 2009
ICTY August 2008 - December 2008
RSM McGladrey January 2008 - April 2008
Gar Wood Securities June 2007 - September 2007
Brewer Investment Group December 2005 - March 2006
Skills
Research, Financial Analysis, Microsoft Excel, Legal Writing, Accounting, Financial Modeling, Economics, Trials, Microsoft Office, Legal Research, Analysis, Westlaw, International Law, Litigation, Lexis, Immigration Law, Commercial Litigation, Discrimination Law, Personal Injury, Civil Litigation, Courts
Education
The John Marshall Law School 2011 — 2013
JD, Law
DePaul University 2004 — 2009
Bachelor of Sciences in Commerce, Finance and Economics
Michael Tighe's RSM McGladrey Experience September 2005 - October 2007
Job Assistant Tax Controller at GE
Industry Accounting
Experience
GE May 2015 - Present
KPMG March 2014 - Present
Limited Brands June 2012 - March 2014
Limited Brands October 2007 - June 2012
Limited Brands October 2007 - March 2008
RSM McGladrey September 2005 - October 2007
Education
Cleveland State University
BBA, Accounting
Cleveland State University
MPA, Public Administration
GE May 2015 - Present
KPMG March 2014 - Present
Limited Brands June 2012 - March 2014
Limited Brands October 2007 - June 2012
Limited Brands October 2007 - March 2008
RSM McGladrey September 2005 - October 2007
Education
Cleveland State University
BBA, Accounting
Cleveland State University
MPA, Public Administration
Andy Hahm's RSM McGladrey Experience 2001 - 2007
Job Principal, Mandell Advisory Group Ltd
Industry Accounting
Experience
Mandell Advisory Group Ltd & Financial Reporting Services LLC January 2007 - Present
RSM McGladrey 2001 - 2007
American Express Tax and Business Services January 2000 - January 2004
Skills
Corporate Tax, Tax, Tax Research, Budgets, CPA, Partnership Taxation, Financial Analysis, GAAP, S Corporations, Tax Preparation, Tax Accounting, Income Tax, Tax Returns
Education
University of Illinois at Urbana-Champaign 1986 — 1991
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Master of Science in Taxation
Mandell Advisory Group Ltd & Financial Reporting Services LLC January 2007 - Present
RSM McGladrey 2001 - 2007
American Express Tax and Business Services January 2000 - January 2004
Skills
Corporate Tax, Tax, Tax Research, Budgets, CPA, Partnership Taxation, Financial Analysis, GAAP, S Corporations, Tax Preparation, Tax Accounting, Income Tax, Tax Returns
Education
University of Illinois at Urbana-Champaign 1986 — 1991
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Master of Science in Taxation
Sabrina Burnett's RSM McGladrey Experience November 2007 - Present
Job Tax Administrative Assistant at McGladrey LLP
Industry Financial Services
Experience
RSM McGladrey November 2007 - Present
Skills
Corporate Tax, Income Tax, Tax Accounting, Internal Controls, Financial Accounting, Tax Returns, Strategic Planning, Internal Audit
Education
Del Mar College
RSM McGladrey November 2007 - Present
Skills
Corporate Tax, Income Tax, Tax Accounting, Internal Controls, Financial Accounting, Tax Returns, Strategic Planning, Internal Audit
Education
Del Mar College
Nadine Fraulini's RSM McGladrey Experience October 2005 - December 2006
Job President at Fraulini Tax Advisors, Ltd.
Industry Accounting
Experience
Fraulini Tax Advisors, Ltd. January 2007 - Present
RSM McGladrey October 2005 - December 2006
Skills
Financial Analysis, Tax Research, Accounting, Income Tax, CPA, Tax Preparation, Corporate Tax, Tax, Tax Returns, S Corporations, Tax Accounting
Education
DePaul University
MST, Taxation
DePaul University
BSC, Accountancy
Fraulini Tax Advisors, Ltd. January 2007 - Present
RSM McGladrey October 2005 - December 2006
Skills
Financial Analysis, Tax Research, Accounting, Income Tax, CPA, Tax Preparation, Corporate Tax, Tax, Tax Returns, S Corporations, Tax Accounting
Education
DePaul University
MST, Taxation
DePaul University
BSC, Accountancy
Beata Swacha's RSM McGladrey Experience September 2000 - August 2007
Job Chief Financial Officer, Appraisal Institute
Industry Nonprofit Organization Management
Experience
Appraisal Institute March 2014 - Present
The Appraisal Institute May 2010 - February 2014
Spertus Institute of Jewish Studies August 2007 - May 2010
RSM McGladrey September 2000 - August 2007
Skills
Managerial Finance, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Finance, Auditing, CPA, Tax, Nonprofits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Loyola University Chicago 1997 — 2000
BA, Accounting
Appraisal Institute March 2014 - Present
The Appraisal Institute May 2010 - February 2014
Spertus Institute of Jewish Studies August 2007 - May 2010
RSM McGladrey September 2000 - August 2007
Skills
Managerial Finance, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Finance, Auditing, CPA, Tax, Nonprofits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Loyola University Chicago 1997 — 2000
BA, Accounting
Eric Worth's RSM McGladrey Experience October 2005 - June 2006
Job Chief Information Officer at Smartlink, LLC
Industry Computer Software
Experience
Smartlink, LLC June 2012 - Present
EntryPoint Consulting April 2011 - May 2012
Crossroads Partner June 2006 - May 2011
JumpPoint, Inc. June 2010 - April 2011
RSM McGladrey October 2005 - June 2006
American Express January 2000 - October 2005
Collaborative Technology Services LLC March 1992 - December 2000
Skills
Change Management, Account Management, Management Consulting, SDLC, SaaS, SOA, Software Development
Education
Columbia College (NY) 2002 — 2003
Cetifiicate Program, Computer Science
LIU Post 1972 — 1978
BA, Accouning and Computer Science
Smartlink, LLC June 2012 - Present
EntryPoint Consulting April 2011 - May 2012
Crossroads Partner June 2006 - May 2011
JumpPoint, Inc. June 2010 - April 2011
RSM McGladrey October 2005 - June 2006
American Express January 2000 - October 2005
Collaborative Technology Services LLC March 1992 - December 2000
Skills
Change Management, Account Management, Management Consulting, SDLC, SaaS, SOA, Software Development
Education
Columbia College (NY) 2002 — 2003
Cetifiicate Program, Computer Science
LIU Post 1972 — 1978
BA, Accouning and Computer Science
Marilyn Spencer's RSM McGladrey Experience February 2003 - December 2006
Job CFP and Enrolled Agent
Industry Investment Management
Experience
Rinehart Wealth Management November 2008 - November 2014
RSM McGladrey February 2003 - December 2006
PwC January 2002 - January 2003
PwC August 1997 - December 2001
Skills
Retirement Planning, Tax, Estate Planning, Financial Advisory, Expatriate Tax, Wealth Management, Strategic Financial..., Income Tax
Education
Colgate University 1992 — 1996
BA, Music, Italian
Rinehart Wealth Management November 2008 - November 2014
RSM McGladrey February 2003 - December 2006
PwC January 2002 - January 2003
PwC August 1997 - December 2001
Skills
Retirement Planning, Tax, Estate Planning, Financial Advisory, Expatriate Tax, Wealth Management, Strategic Financial..., Income Tax
Education
Colgate University 1992 — 1996
BA, Music, Italian
Ai Bogucki's RSM McGladrey Experience March 1999 - October 2000
Job Administrative Assistant at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt October 2000 - Present
RSM McGladrey March 1999 - October 2000
Bowne Business Solutions December 1997 - March 1999
Skills
Graphic Design, Customer Service, PowerPoint, Visio, Microsoft Excel, Microsoft Word, Human Resources, Adobe Acrobat, Administrative..., Lotus Notes, Marketing, PeopleSoft, Photoshop, Organization, Payroll, Management, Process Improvement, Project Management, Employee Benefits, Employee Engagement
Education
Columbia College Chicago 1993 — 1997
BA, Graphic Design
Oakton Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Aon Hewitt October 2000 - Present
RSM McGladrey March 1999 - October 2000
Bowne Business Solutions December 1997 - March 1999
Skills
Graphic Design, Customer Service, PowerPoint, Visio, Microsoft Excel, Microsoft Word, Human Resources, Adobe Acrobat, Administrative..., Lotus Notes, Marketing, PeopleSoft, Photoshop, Organization, Payroll, Management, Process Improvement, Project Management, Employee Benefits, Employee Engagement
Education
Columbia College Chicago 1993 — 1997
BA, Graphic Design
Oakton Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Arjun Dhamija's RSM McGladrey Experience May 2005 - March 2007
Job Manager at AXAEquitable
Industry Insurance
Experience
axa-equitable April 2007 - Present
AXA Equitable Life Insurance 2007 - Present
RSM McGladrey May 2005 - March 2007
Ernst & Young International January 1980 - December 1983
Education
Delhi University 1977 — 1982
Finance (Honors), Accounting
axa-equitable April 2007 - Present
AXA Equitable Life Insurance 2007 - Present
RSM McGladrey May 2005 - March 2007
Ernst & Young International January 1980 - December 1983
Education
Delhi University 1977 — 1982
Finance (Honors), Accounting
Gina Metzgar's RSM McGladrey Experience March 2005 - April 2007
Job Resource Manager Crowe Horwath, LLP
Industry Management Consulting
Experience
Cicero Public School District 99 September 2012 - June 2015
Huron Consulting Group April 2009 - June 2010
RSM McGladrey March 2005 - April 2007
Dewpoint (formerly Centrifusion Consulting Firm) January 2001 - October 2001
Whittman-Hart / marchFIRST 1996 - 2001
Education
National-Louis University 2011 — 2012
Master of Arts in Teaching, Elementary Education
DePaul University 2005 — 2008
Master of Arts in Organizational Communication
Roosevelt University 1996 — 2005
Bachelor of Arts in Business Administration, Human Resources
Cicero Public School District 99 September 2012 - June 2015
Huron Consulting Group April 2009 - June 2010
RSM McGladrey March 2005 - April 2007
Dewpoint (formerly Centrifusion Consulting Firm) January 2001 - October 2001
Whittman-Hart / marchFIRST 1996 - 2001
Education
National-Louis University 2011 — 2012
Master of Arts in Teaching, Elementary Education
DePaul University 2005 — 2008
Master of Arts in Organizational Communication
Roosevelt University 1996 — 2005
Bachelor of Arts in Business Administration, Human Resources
Tiffany Wilcox's RSM McGladrey Experience 2004 - 2005
Job Controller at Pexco
Industry Accounting
Experience
Pexco June 2014 - Present
Pexco April 2013 - June 2014
Pexco April 2011 - March 2013
SEFNCO Communications December 2009 - February 2011
International Paper 2008 - January 2010
Weyerhaeuser 2005 - 2008
RSM McGladrey 2004 - 2005
Patrick Rhodes & Associates, PLLC 2001 - 2003
Maner, Costerisan, & Ellis 2000 - 2001
Stealth Engineering 1998 - 2000
Skills
Financial Reporting, General Ledger, Accounting, Cost Accounting, Internal Controls, Variance Analysis, Financial Analysis, Fixed Assets, Accounts Payable, Account Reconciliation, GAAP, Accounts Receivable, Auditing, Forecasting, Financial Accounting, Accruals, Finance, Financial Statements, Payroll, QuickBooks
Education
Davenport University 1998 — 2001
Bachelor of Applied Science, Accounting
Kellogg Community College 1996 — 1997
AA, Accounting, Computer Info Systems
Mott Community College 1990 — 1992
Accounting
Pexco June 2014 - Present
Pexco April 2013 - June 2014
Pexco April 2011 - March 2013
SEFNCO Communications December 2009 - February 2011
International Paper 2008 - January 2010
Weyerhaeuser 2005 - 2008
RSM McGladrey 2004 - 2005
Patrick Rhodes & Associates, PLLC 2001 - 2003
Maner, Costerisan, & Ellis 2000 - 2001
Stealth Engineering 1998 - 2000
Skills
Financial Reporting, General Ledger, Accounting, Cost Accounting, Internal Controls, Variance Analysis, Financial Analysis, Fixed Assets, Accounts Payable, Account Reconciliation, GAAP, Accounts Receivable, Auditing, Forecasting, Financial Accounting, Accruals, Finance, Financial Statements, Payroll, QuickBooks
Education
Davenport University 1998 — 2001
Bachelor of Applied Science, Accounting
Kellogg Community College 1996 — 1997
AA, Accounting, Computer Info Systems
Mott Community College 1990 — 1992
Accounting
Susy Lerner's RSM McGladrey Experience November 2000 - April 2002
Job Financial Planning Consultant at LPL
Industry Financial Services
Experience
LPL July 2008 - Present
Asset Preservation Strategies, Inc., and QA3 LLC June 2003 - October 2007
Washington Mutual 2004 - 2007
RSM McGladrey November 2000 - April 2002
AXA Financial June 1999 - August 2000
Prudential Financial January 1998 - July 1999
Wheat First Union 1996 - 1997
Lerner Financial Network October 1987 - October 1996
Skills
Financial Planning, Wealth Management, Insurance, Asset Allocation, Investment Advisory, Asset Management, Series 7, Investment Strategies, Insurance Planning, Financial Advisory, Cash Flow, Public Speaking, Series 66, Series 63, Customer Relations, Financial Planners, Uniform Combined State..., Strategic Financial..., Investments, Customer Service, Wealth Management...
Education
College for Financial Planning
CFP, financial planning
College for Financial Planning
CMFC, Investments
The American College
CLU, Insurance
University of Maryland College Park
BS, Science Education
University of Maryland College Park
MEd, Science Education
LPL July 2008 - Present
Asset Preservation Strategies, Inc., and QA3 LLC June 2003 - October 2007
Washington Mutual 2004 - 2007
RSM McGladrey November 2000 - April 2002
AXA Financial June 1999 - August 2000
Prudential Financial January 1998 - July 1999
Wheat First Union 1996 - 1997
Lerner Financial Network October 1987 - October 1996
Skills
Financial Planning, Wealth Management, Insurance, Asset Allocation, Investment Advisory, Asset Management, Series 7, Investment Strategies, Insurance Planning, Financial Advisory, Cash Flow, Public Speaking, Series 66, Series 63, Customer Relations, Financial Planners, Uniform Combined State..., Strategic Financial..., Investments, Customer Service, Wealth Management...
Education
College for Financial Planning
CFP, financial planning
College for Financial Planning
CMFC, Investments
The American College
CLU, Insurance
University of Maryland College Park
BS, Science Education
University of Maryland College Park
MEd, Science Education
Kathy Schulz's RSM McGladrey Experience March 1998 - June 2008
Job Sr Analyst Total Rewards, Harley Davidson
Industry Human Resources
Experience
Harley-Davidson Motor Company September 2015 - Present
Community Memorial Hospital - Froedtert Health December 2012 - September 2015
Froedtert Health August 2010 - December 2012
Fiserv February 2009 - August 2010
Milwaukee Area Compensation Assoc 1998 - 2010
Quad/Graphics July 2008 - January 2009
RSM McGladrey March 1998 - June 2008
R & J Medical Supply March 1995 - March 1998
Education
Concordia University-Wisconsin
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Milwaukee Area Technical College
Associate's degree, Business Management
Harley-Davidson Motor Company September 2015 - Present
Community Memorial Hospital - Froedtert Health December 2012 - September 2015
Froedtert Health August 2010 - December 2012
Fiserv February 2009 - August 2010
Milwaukee Area Compensation Assoc 1998 - 2010
Quad/Graphics July 2008 - January 2009
RSM McGladrey March 1998 - June 2008
R & J Medical Supply March 1995 - March 1998
Education
Concordia University-Wisconsin
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Milwaukee Area Technical College
Associate's degree, Business Management
Dave Gurdak's RSM McGladrey Experience October 2004 - April 2006
Job Owner, Gurdak & Associates, Ltd
Industry Accounting
Experience
Gurdak & Associates, Ltd May 2006 - Present
RSM McGladrey October 2004 - April 2006
American Express Tax and Business Services January 1996 - October 2004
Skills
Accounting, Financial Analysis, Internal Controls, Tax Research, Financial Reporting, Income Tax, Tax, GAAP, Auditing, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Management, Tax Preparation, Due Diligence, Strategic Planning, Corporate Tax, CPA
Education
DePaul University 1992 — 1995
BS, Accounting
Notre Dame High School in Niles 1987 — 1991
Gurdak & Associates, Ltd May 2006 - Present
RSM McGladrey October 2004 - April 2006
American Express Tax and Business Services January 1996 - October 2004
Skills
Accounting, Financial Analysis, Internal Controls, Tax Research, Financial Reporting, Income Tax, Tax, GAAP, Auditing, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Management, Tax Preparation, Due Diligence, Strategic Planning, Corporate Tax, CPA
Education
DePaul University 1992 — 1995
BS, Accounting
Notre Dame High School in Niles 1987 — 1991
Michael Mullee's RSM McGladrey Experience 2005 - 2007
Job Shareholder, Maloney + Novotny LLC
Industry Accounting
Experience
Maloney + Novotny LLC November 2007 - Present
Hausser + Taylor January 1988 - November 2007
RSM McGladrey 2005 - 2007
American Express Tax & Business Services 2002 - 2005
Skills
Accounting, Tax, CPA
Education
Cleveland State University
Master of Business Administration (M.B.A.), Accounting and Finance
Cleveland State University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Maloney + Novotny LLC November 2007 - Present
Hausser + Taylor January 1988 - November 2007
RSM McGladrey 2005 - 2007
American Express Tax & Business Services 2002 - 2005
Skills
Accounting, Tax, CPA
Education
Cleveland State University
Master of Business Administration (M.B.A.), Accounting and Finance
Cleveland State University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Kasey Badzinski's RSM McGladrey Experience October 2006 - April 2007
Job Owner at Kasey Homemade
Industry Arts and Crafts
Experience
Kasey Homemade October 2012 - Present
RSM McGladrey October 2006 - April 2007
RSM McGladrey February 2004 - October 2006
MMSI 2001 - 2004
Skills
Account Reconciliation, Accounts Payable, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Small Business
Education
Cornell College 1995 — 1999
BSS, Magna Cum Laude, Art, Business
Kasey Homemade October 2012 - Present
RSM McGladrey October 2006 - April 2007
RSM McGladrey February 2004 - October 2006
MMSI 2001 - 2004
Skills
Account Reconciliation, Accounts Payable, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Small Business
Education
Cornell College 1995 — 1999
BSS, Magna Cum Laude, Art, Business
Julie Tuuk's RSM McGladrey Experience September 2003 - July 2007
Job Senior Manager at KPMG
Industry Accounting
Experience
KPMG July 2007 - Present
RSM McGladrey September 2003 - July 2007
Skills
CPA, Tax, Corporate Tax, Auditing, US GAAP, GAAP, Fund Of Funds, Partnership Taxation, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2008
Masters of Science in Taxation
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
KPMG July 2007 - Present
RSM McGladrey September 2003 - July 2007
Skills
CPA, Tax, Corporate Tax, Auditing, US GAAP, GAAP, Fund Of Funds, Partnership Taxation, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2008
Masters of Science in Taxation
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Jessica Lutts's RSM McGladrey Experience 2004 - 2006
Job Solutions Strategist at Ultimate Software
Industry Human Resources
Experience
Ultimate Software January 2014 - Present
Ultimate Software January 2007 - December 2013
RSM McGladrey 2004 - 2006
Walser Automotive Group 2003 - 2004
Wagner 1997 - 2003
Skills
Software Implementation, Business Intelligence, Microsoft SQL Server, SaaS, HRIS, Requirements Analysis, Business Analysis, Cognos, Enterprise Software, Payroll, SharePoint, ERP
Education
Concordia University-St. Paul 2004 — 2009
Bachelor of Human Resource Management
Ultimate Software January 2014 - Present
Ultimate Software January 2007 - December 2013
RSM McGladrey 2004 - 2006
Walser Automotive Group 2003 - 2004
Wagner 1997 - 2003
Skills
Software Implementation, Business Intelligence, Microsoft SQL Server, SaaS, HRIS, Requirements Analysis, Business Analysis, Cognos, Enterprise Software, Payroll, SharePoint, ERP
Education
Concordia University-St. Paul 2004 — 2009
Bachelor of Human Resource Management
Anne Michaud's RSM McGladrey Experience 2005 - 2008
Job Lean/Continuous Improvement Manager at Tony Downs Foods Co
Industry Food Production
Experience
Tony Downs Foods Co March 2013 - Present
IFP, Inc. 2011 - 2013
ConAgra Foods 2008 - 2011
RSM McGladrey 2005 - 2008
DaimlerChrysler 1999 - 2003
Skills
Training, Continuous Improvement, Cross-functional Team..., Team Building, Kaizen, Food Industry, Coaching, Operational Excellence, Leadership Development, Quality System, Food Manufacturing, Food Processing, Change Management, Performance Management, Lean Manufacturing, Inventory Management, Leadership, Organizational..., Organizational..., Six Sigma, Process Improvement, Project Management, Employee Training, Operations Management, Employee Engagement, Supply Chain Management, Team Leadership, Quality Management, Business Process..., Supply Chain, Budgets, Contract Negotiation, HACCP, Food Safety, Manufacturing, Hiring, Program Management, Food, Strategic Planning, Value Stream Mapping, Staff Development, Logistics, Management Consulting, Microsoft Excel, Customer Satisfaction, Microsoft Office, Organizational...
Education
Concordia University-St. Paul 2010 — 2012
Bachelor of Arts (B.A.), Organizational Management & Leadership
Dakota County Technical College 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Supervisory Management
Tony Downs Foods Co March 2013 - Present
IFP, Inc. 2011 - 2013
ConAgra Foods 2008 - 2011
RSM McGladrey 2005 - 2008
DaimlerChrysler 1999 - 2003
Skills
Training, Continuous Improvement, Cross-functional Team..., Team Building, Kaizen, Food Industry, Coaching, Operational Excellence, Leadership Development, Quality System, Food Manufacturing, Food Processing, Change Management, Performance Management, Lean Manufacturing, Inventory Management, Leadership, Organizational..., Organizational..., Six Sigma, Process Improvement, Project Management, Employee Training, Operations Management, Employee Engagement, Supply Chain Management, Team Leadership, Quality Management, Business Process..., Supply Chain, Budgets, Contract Negotiation, HACCP, Food Safety, Manufacturing, Hiring, Program Management, Food, Strategic Planning, Value Stream Mapping, Staff Development, Logistics, Management Consulting, Microsoft Excel, Customer Satisfaction, Microsoft Office, Organizational...
Education
Concordia University-St. Paul 2010 — 2012
Bachelor of Arts (B.A.), Organizational Management & Leadership
Dakota County Technical College 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Supervisory Management
Roman Trepczyk, CPA's RSM McGladrey Experience August 2005 - Present
Job at Consulting Work
Industry Accounting
Experience
Consulting Work January 2009 - Present
RSM McGladrey August 2005 - Present
Consultant 2009 - 2009
Skills
Consolidation, CPA, Financial Statements, GAAP, Forecasting, Auditing, Internal Controls, General Ledger, Cash Flow, Accounting
Education
Cleveland State University 1982 — 1987
BSBA, Accounting
Consulting Work January 2009 - Present
RSM McGladrey August 2005 - Present
Consultant 2009 - 2009
Skills
Consolidation, CPA, Financial Statements, GAAP, Forecasting, Auditing, Internal Controls, General Ledger, Cash Flow, Accounting
Education
Cleveland State University 1982 — 1987
BSBA, Accounting
Sarah Marples, CPA's RSM McGladrey Experience September 2007 - December 2011
Job Accounting Manager at Peabody Properties, Inc.
Industry Real Estate
Experience
Peabody Properties, Inc. November 2014 - Present
Bright Horizons August 2014 - November 2014
Peabody Properties, Inc. December 2011 - August 2014
RSM McGladrey September 2007 - December 2011
RSM McGladrey January 2007 - April 2007
Skills
Tax Returns, General Ledger, Financial Accounting, Partnership Taxation, GAAP, Tax Advisory, Internal Controls, Real Estate, Management, Financial Analysis, Tax, Tax Research, CPA, Financial Planners, SEC filings, Auditing, Tax Credits, Financial Reporting, Corporate Tax, Finance, Accounting, US GAAP, Income Tax
Education
Northeastern University 2006 — 2007
MSA/MBA, Accounting
Northeastern University - Graduate School of Business Administration 2006 — 2007
MSA, MBA
University of Massachusetts, Amherst 2001 — 2006
B.Mus. & B.A., Music Performance (Clarinet) and Spanish
Peabody Properties, Inc. November 2014 - Present
Bright Horizons August 2014 - November 2014
Peabody Properties, Inc. December 2011 - August 2014
RSM McGladrey September 2007 - December 2011
RSM McGladrey January 2007 - April 2007
Skills
Tax Returns, General Ledger, Financial Accounting, Partnership Taxation, GAAP, Tax Advisory, Internal Controls, Real Estate, Management, Financial Analysis, Tax, Tax Research, CPA, Financial Planners, SEC filings, Auditing, Tax Credits, Financial Reporting, Corporate Tax, Finance, Accounting, US GAAP, Income Tax
Education
Northeastern University 2006 — 2007
MSA/MBA, Accounting
Northeastern University - Graduate School of Business Administration 2006 — 2007
MSA, MBA
University of Massachusetts, Amherst 2001 — 2006
B.Mus. & B.A., Music Performance (Clarinet) and Spanish
Bill Petrus's RSM McGladrey Experience October 2005 - November 2011
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2007 - Present
RSM McGladrey October 2005 - November 2011
Hausser+Taylor, CPA's September 1984 - October 2007
Skills
Auditing, Manufacturing, Distribution, Audits of Employee..., Private Equity, Professional Services, Technology, Accounting, Revenue Recognition, CPA, GAAP, Tax, US GAAP, Tax Research, Corporate Finance
Education
Cleveland State University 1980 — 1984
BBA, Accounting
McGladrey LLP October 2007 - Present
RSM McGladrey October 2005 - November 2011
Hausser+Taylor, CPA's September 1984 - October 2007
Skills
Auditing, Manufacturing, Distribution, Audits of Employee..., Private Equity, Professional Services, Technology, Accounting, Revenue Recognition, CPA, GAAP, Tax, US GAAP, Tax Research, Corporate Finance
Education
Cleveland State University 1980 — 1984
BBA, Accounting
Kara (Keenan) Sullivan's RSM McGladrey Experience 1999 - 2002
Job Controller at Tax Credit Asset Management, LLC
Industry Financial Services
Experience
Tax Credit Asset Management, LLC March 2009 - June 2010
Municipal Mortgage & Equity, LLC May 2002 - December 2008
McGladrey & Pullen, LLP December 1999 - May 2002
RSM McGladrey 1999 - 2002
Education
Strome College of Business 1998 — 1999
M.S., Accounting
Colgate University 1991 — 1995
B.A., History
Wayland High School 1988 — 1991
Tax Credit Asset Management, LLC March 2009 - June 2010
Municipal Mortgage & Equity, LLC May 2002 - December 2008
McGladrey & Pullen, LLP December 1999 - May 2002
RSM McGladrey 1999 - 2002
Education
Strome College of Business 1998 — 1999
M.S., Accounting
Colgate University 1991 — 1995
B.A., History
Wayland High School 1988 — 1991
Timothy John's RSM McGladrey Experience August 2008 - December 2008
Job Creative Services & Project Manager Professional
Industry Law Practice
Experience
Methfessel & Werbel August 2010 - Present
St. John Professional Services September 1991 - Present
Moody's Investors Service June 2009 - May 2010
RSM McGladrey August 2008 - December 2008
RSM McGladrey July 2008 - December 2008
MetLife May 2008 - July 2008
Bear Stearns November 2006 - May 2008
Adecco Group 2006 - 2008
Adecco Group 2006 - 2008
UBS FINANCIAL September 2006 - October 2006
Skills
Newsletters, Advertising, Marketing, Visio, Graphic Design, Training, Adobe Creative Suite, Photoshop, Management, Dreamweaver, Project Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint
Education
Colorado Technical University 2004 — 2007
MS, IT Management
Virginia Polytechnic Institute and State University
B.A, Public Relations and Marketing
Methfessel & Werbel August 2010 - Present
St. John Professional Services September 1991 - Present
Moody's Investors Service June 2009 - May 2010
RSM McGladrey August 2008 - December 2008
RSM McGladrey July 2008 - December 2008
MetLife May 2008 - July 2008
Bear Stearns November 2006 - May 2008
Adecco Group 2006 - 2008
Adecco Group 2006 - 2008
UBS FINANCIAL September 2006 - October 2006
Skills
Newsletters, Advertising, Marketing, Visio, Graphic Design, Training, Adobe Creative Suite, Photoshop, Management, Dreamweaver, Project Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint
Education
Colorado Technical University 2004 — 2007
MS, IT Management
Virginia Polytechnic Institute and State University
B.A, Public Relations and Marketing
Pat McDermott Larsen's RSM McGladrey Experience November 1997 - November 2010
Job Compensation Manager at MillerCoors
Industry Human Resources
Experience
MillerCoors January 2011 - Present
RSM McGladrey November 1997 - November 2010
Watson Wyatt Worldwide 1988 - 1997
Sibson Consulting 1983 - 1988
Hewitt Associates 1981 - 1983
Education
DePaul University
MBA
Illinois State University
BS, Business
MillerCoors January 2011 - Present
RSM McGladrey November 1997 - November 2010
Watson Wyatt Worldwide 1988 - 1997
Sibson Consulting 1983 - 1988
Hewitt Associates 1981 - 1983
Education
DePaul University
MBA
Illinois State University
BS, Business
Steven Schroeder's RSM McGladrey Experience March 2005 - November 2007
Job Director of Practice & Regional Marketing
Industry Legal Services
Experience
Perkins Coie LLP September 2015 - Present
Hinshaw & Culbertson LLP October 2010 - August 2015
Seyfarth Shaw November 2007 - October 2010
RSM McGladrey March 2005 - November 2007
Arnstein & Lehr LLP August 2003 - March 2005
Skills
Legal Marketing, Marketing Communications, Marketing Strategy, Business Development, Marketing, Public Relations, Strategic Planning, Social Media, Event Planning, Mergers, Contract Negotiation, Corporate Law, Licensing, Media Relations, Social Media Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA
Perkins Coie LLP September 2015 - Present
Hinshaw & Culbertson LLP October 2010 - August 2015
Seyfarth Shaw November 2007 - October 2010
RSM McGladrey March 2005 - November 2007
Arnstein & Lehr LLP August 2003 - March 2005
Skills
Legal Marketing, Marketing Communications, Marketing Strategy, Business Development, Marketing, Public Relations, Strategic Planning, Social Media, Event Planning, Mergers, Contract Negotiation, Corporate Law, Licensing, Media Relations, Social Media Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA
Dana Chrisfield's RSM McGladrey Experience January 1996 - March 1999
Job MPH
Industry Information Technology and Services
Experience
Synechron March 2013 - Present
Columbia University April 2012 - May 2013
Lehman Brothers September 2004 - August 2011
GMHC March 2002 - August 2007
SIB Mortgage August 2002 - September 2004
Cole Systems Associates, Inc. May 1999 - July 2002
RSM McGladrey January 1996 - March 1999
Skills
Business Analysis, Project Management, Program Management, Data Analysis, Strategic Planning, Management Consulting, Leadership, SPSS, Change Management, Process Improvement, SDLC, Vendor Management, Integration, CRM, Strategy, Analytics, Training
Education
Columbia University Mailman School of Public Health 2011 — 2013
MPH, Sociomedical Sciences
University of Massachusetts, Amherst 1986 — 1990
BA, Political Science
Synechron March 2013 - Present
Columbia University April 2012 - May 2013
Lehman Brothers September 2004 - August 2011
GMHC March 2002 - August 2007
SIB Mortgage August 2002 - September 2004
Cole Systems Associates, Inc. May 1999 - July 2002
RSM McGladrey January 1996 - March 1999
Skills
Business Analysis, Project Management, Program Management, Data Analysis, Strategic Planning, Management Consulting, Leadership, SPSS, Change Management, Process Improvement, SDLC, Vendor Management, Integration, CRM, Strategy, Analytics, Training
Education
Columbia University Mailman School of Public Health 2011 — 2013
MPH, Sociomedical Sciences
University of Massachusetts, Amherst 1986 — 1990
BA, Political Science
Erin Holden's RSM McGladrey Experience September 2006 - October 2008
Job Revenue Agent at US Treasury
Industry Accounting
Experience
US Treasury June 2010 - Present
Hasbro October 2008 - July 2010
RSM McGladrey September 2006 - October 2008
Liberty Mutual 2004 - 2006
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, CPA, Income Tax, Tax Preparation
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
MST, Taxation
Providence College 2000 — 2004
BS, Accounting
US Treasury June 2010 - Present
Hasbro October 2008 - July 2010
RSM McGladrey September 2006 - October 2008
Liberty Mutual 2004 - 2006
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, CPA, Income Tax, Tax Preparation
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
MST, Taxation
Providence College 2000 — 2004
BS, Accounting
Marc Staker's RSM McGladrey Experience 1995 - 2001
Job Tax Manager at Prologis
Industry Accounting
Experience
Prologis March 2015 - Present
Experis December 2012 - February 2015
Prologis March 2012 - December 2012
Experis April 2011 - March 2012
AIMCO December 2004 - November 2010
Great-West Life 2001 - 2004
RSM McGladrey 1995 - 2001
Skills
Corporate Tax, Tax, Tax Advisory, Due Diligence, General Ledger, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, CPA, Auditing
Education
Colorado State University 1988 — 1992
Bachelor of Science, Business - Accounting
Colorado State University
Bachelor's degree, Accounting and Finance
Prologis March 2015 - Present
Experis December 2012 - February 2015
Prologis March 2012 - December 2012
Experis April 2011 - March 2012
AIMCO December 2004 - November 2010
Great-West Life 2001 - 2004
RSM McGladrey 1995 - 2001
Skills
Corporate Tax, Tax, Tax Advisory, Due Diligence, General Ledger, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, CPA, Auditing
Education
Colorado State University 1988 — 1992
Bachelor of Science, Business - Accounting
Colorado State University
Bachelor's degree, Accounting and Finance
Dawn Vander Wagen's RSM McGladrey Experience December 2004 - January 2009
Job Vice President Audit Process Manager at PNC
Industry Banking
Experience
PNC January 2013 - Present
RSM McGladrey December 2004 - January 2009
JP Morgan January 1991 - December 2004
Bank One January 1991 - December 2004
Skills
Risk Management, Internal Audit, Internal Controls, Financial Risk, Banking, Sarbanes-Oxley Act, Auditing, Credit, Operational Risk..., Finance
Education
Northern Illinois University 1988 — 1990
Bachelors of Science, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, International Finance
PNC January 2013 - Present
RSM McGladrey December 2004 - January 2009
JP Morgan January 1991 - December 2004
Bank One January 1991 - December 2004
Skills
Risk Management, Internal Audit, Internal Controls, Financial Risk, Banking, Sarbanes-Oxley Act, Auditing, Credit, Operational Risk..., Finance
Education
Northern Illinois University 1988 — 1990
Bachelors of Science, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, International Finance
Kathleen Parzynski's RSM McGladrey Experience 2004 - Present
Job Tax Manager at McGladrey
Industry Restaurants
Experience
McGladrey & Pullen Tax ManagerMcGladrey2006 - Present
RSM McGladrey 2004 - Present
Ameritech 1995 - 1999
Education
DePaul University 1990 — 1992
MST, TAX
University of Michigan-Dearborn 1981 — 1985
BBA, Accounting
McGladrey & Pullen Tax ManagerMcGladrey2006 - Present
RSM McGladrey 2004 - Present
Ameritech 1995 - 1999
Education
DePaul University 1990 — 1992
MST, TAX
University of Michigan-Dearborn 1981 — 1985
BBA, Accounting
David Luzi's RSM McGladrey Experience October 1992 - November 2011
Job International Tax Partner
Industry Accounting
Experience
McGladrey LLP 1992 - Present
RSM McGladrey October 1992 - November 2011
Blackman Kallick December 1989 - October 1992
Skills
International Tax, Corporate Tax, Tax, Foreign Tax Credit, Mergers, Mergers & Acquisitions, Financial Structuring, Management, Income Tax, CPA, Tax Research, Tax Accounting, Internal Audit, Partnership Taxation, GAAP, Tax Preparation, FIN 48, US Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
M.S. Tax, Taxation
Eastern Illinois University 1986 — 1989
Business, Accounting
Waubonsie Valley
Waubonsie Valley
McGladrey LLP 1992 - Present
RSM McGladrey October 1992 - November 2011
Blackman Kallick December 1989 - October 1992
Skills
International Tax, Corporate Tax, Tax, Foreign Tax Credit, Mergers, Mergers & Acquisitions, Financial Structuring, Management, Income Tax, CPA, Tax Research, Tax Accounting, Internal Audit, Partnership Taxation, GAAP, Tax Preparation, FIN 48, US Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
M.S. Tax, Taxation
Eastern Illinois University 1986 — 1989
Business, Accounting
Waubonsie Valley
Waubonsie Valley
Eric Schlatterer's RSM McGladrey Experience September 2006 - October 2008
Job at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2010 - Present
Dana Consulting Group 2009 - 2010
RSM McGladrey September 2006 - October 2008
First Midwest Bank November 2005 - August 2006
Principal Financial Group November 1986 - October 2005
Firs National bank of Chicago 1980 - 1986
Skills
Compliance, Pensions, Retirement, 401k, Mutual Funds, Retirement Plan..., Payroll, Retirement Planning, Securities, Pension Administration, Estate Planning, Defined Benefit, ERISA, Qualified Retirement..., Profit Sharing, Compliance Testing, Defined Contribution, Investments, Finance, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Finance
Loyola University Chicago 1976 — 1980
BS, Accounting
Lincoln Financial Group 2010 - Present
Dana Consulting Group 2009 - 2010
RSM McGladrey September 2006 - October 2008
First Midwest Bank November 2005 - August 2006
Principal Financial Group November 1986 - October 2005
Firs National bank of Chicago 1980 - 1986
Skills
Compliance, Pensions, Retirement, 401k, Mutual Funds, Retirement Plan..., Payroll, Retirement Planning, Securities, Pension Administration, Estate Planning, Defined Benefit, ERISA, Qualified Retirement..., Profit Sharing, Compliance Testing, Defined Contribution, Investments, Finance, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Finance
Loyola University Chicago 1976 — 1980
BS, Accounting
Caroline Kraus, CPA's RSM McGladrey Experience November 1997 - October 2003
Job Senior Tax Manager at Sikich
Industry Accounting
Experience
Sikich, LLP October 2006 - Present
Self Employed October 2003 - October 2006
RSM McGladrey November 1997 - October 2003
Kirk and Pomakala January 1996 - November 1997
Skills
Tax, Corporate Tax
Education
DePaul University 1998 — 2002
MST, Taxation
Northern Illinois University 1993 — 1995
BS, Accounting
College of DuPage 1991 — 1993
Associates, Accounting
Sikich, LLP October 2006 - Present
Self Employed October 2003 - October 2006
RSM McGladrey November 1997 - October 2003
Kirk and Pomakala January 1996 - November 1997
Skills
Tax, Corporate Tax
Education
DePaul University 1998 — 2002
MST, Taxation
Northern Illinois University 1993 — 1995
BS, Accounting
College of DuPage 1991 — 1993
Associates, Accounting
Anat Reznik, CPA's RSM McGladrey Experience AssociateRSM McGladrey / McGladrey & PullenNovember 2007 - August 2010
Job Associate at RSM McGladrey
Industry Real Estate
Experience
RSM McGladrey AssociateRSM McGladrey / McGladrey & PullenNovember 2007 - August 2010
Skills
GAAP, Financial Reporting, CPA
Education
City University of New York-Hunter College 2002 — 2006
B.S, Accounting
RSM McGladrey AssociateRSM McGladrey / McGladrey & PullenNovember 2007 - August 2010
Skills
GAAP, Financial Reporting, CPA
Education
City University of New York-Hunter College 2002 — 2006
B.S, Accounting
Amy Bares's RSM McGladrey Experience June 1995 - November 2003
Job School Counselor
Industry Education Management
Experience
Howards Grove School District - Northview Elementary August 2009 - Present
Random Lake School District August 2006 - July 2009
RSM McGladrey June 1995 - November 2003
Skills
Career Counseling, Counseling, Career Development, Supervisory Skills, Word, PowerPoint, Excel, Mentoring, Resume Writing, Performance Management, Teaching, Interviewing, Staff Development, Leadership Development, Student Counseling
Education
Concordia University-Wisconsin 2002 — 2005
Masters, Education - Counseling
Upper Iowa University 1994 — 1999
Bachelors, Business
Fox Valley Technical College 1988 — 1990
Associates, Administrative Assistant
Howards Grove School District - Northview Elementary August 2009 - Present
Random Lake School District August 2006 - July 2009
RSM McGladrey June 1995 - November 2003
Skills
Career Counseling, Counseling, Career Development, Supervisory Skills, Word, PowerPoint, Excel, Mentoring, Resume Writing, Performance Management, Teaching, Interviewing, Staff Development, Leadership Development, Student Counseling
Education
Concordia University-Wisconsin 2002 — 2005
Masters, Education - Counseling
Upper Iowa University 1994 — 1999
Bachelors, Business
Fox Valley Technical College 1988 — 1990
Associates, Administrative Assistant
Kamal Battu's RSM McGladrey Experience September 2007 - April 2009
Job Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp. June 2013 - Present
WTAS January 2013 - June 2013
Diversified Financial Management Corp. January 2011 - December 2012
Diversified Financial Management Corp. November 2009 - December 2010
RSM McGladrey September 2007 - April 2009
University of Illinois at Chicago - CBA Office of Developent March 2005 - August 2007
BBC Worldwide June 2006 - August 2006
Skills
Accounting, Non-profits, High Net Worth..., Tax Research, Partnership Taxation, CPA, Financial Accounting, Tax Preparation, Financial Analysis, Nonprofits, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science in Taxation (M.S.T), 3.9
University of Illinois at Chicago 2003 — 2007
B.A., Accounting, Finance
Diversified Financial Management Corp. June 2013 - Present
WTAS January 2013 - June 2013
Diversified Financial Management Corp. January 2011 - December 2012
Diversified Financial Management Corp. November 2009 - December 2010
RSM McGladrey September 2007 - April 2009
University of Illinois at Chicago - CBA Office of Developent March 2005 - August 2007
BBC Worldwide June 2006 - August 2006
Skills
Accounting, Non-profits, High Net Worth..., Tax Research, Partnership Taxation, CPA, Financial Accounting, Tax Preparation, Financial Analysis, Nonprofits, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science in Taxation (M.S.T), 3.9
University of Illinois at Chicago 2003 — 2007
B.A., Accounting, Finance
Rakhmin Dekhkanov's RSM McGladrey Experience September 2008 - November 2008
Job Independent AML Consultant at RD AML Solutions Inc
Industry Banking
Experience
RD AML Solutions Inc November 2013 - Present
HSBC Bank USA NA July 2011 - October 2013
HSBC Bank USA NA April 2010 - July 2011
Barclays Wealth December 2009 - March 2010
RSM McGLADREY September 2008 - November 2008
Habib Bank Limited April 2008 - August 2008
Ocean Bank February 2008 - March 2008
Promontory Financial Group November 2007 - January 2008
Israel Discount Bank March 2007 - August 2007
UBS Investment Bank August 2006 - February 2007
Skills
KYC, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Financial Risk, Fraud, Banking, Due Diligence, Internal Audit, Private Investigations, Retail Banking, Regulations, Risk Management, Operational Risk, Private Banking, Securities, Hedge Funds, Financial Regulation, Operational Risk..., Anti Money Laundering, Derivatives, Equities, Credit, Financial Institutions, Capital Markets, Sanction, Financial Services, Fixed Income, Financial Markets, Payments, Credit Cards, Enterprise Risk..., Analysis, Bloomberg, Credit Risk, Risk Assessment, Investment Banking, FX Options, FINRA, Correspondent Banking, Basel II, Corporate Governance, Investigation, Fraud Detection, Mutual Funds, FATCA, Back Office, SWIFT payments, Dodd-Frank
Education
City University of New York-Hunter College 1999 — 2004
BA, MA, Economics
Hunter College, City University of New York 1999 — 2004
Masters Degree, Economics
RD AML Solutions Inc November 2013 - Present
HSBC Bank USA NA July 2011 - October 2013
HSBC Bank USA NA April 2010 - July 2011
Barclays Wealth December 2009 - March 2010
RSM McGLADREY September 2008 - November 2008
Habib Bank Limited April 2008 - August 2008
Ocean Bank February 2008 - March 2008
Promontory Financial Group November 2007 - January 2008
Israel Discount Bank March 2007 - August 2007
UBS Investment Bank August 2006 - February 2007
Skills
KYC, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Financial Risk, Fraud, Banking, Due Diligence, Internal Audit, Private Investigations, Retail Banking, Regulations, Risk Management, Operational Risk, Private Banking, Securities, Hedge Funds, Financial Regulation, Operational Risk..., Anti Money Laundering, Derivatives, Equities, Credit, Financial Institutions, Capital Markets, Sanction, Financial Services, Fixed Income, Financial Markets, Payments, Credit Cards, Enterprise Risk..., Analysis, Bloomberg, Credit Risk, Risk Assessment, Investment Banking, FX Options, FINRA, Correspondent Banking, Basel II, Corporate Governance, Investigation, Fraud Detection, Mutual Funds, FATCA, Back Office, SWIFT payments, Dodd-Frank
Education
City University of New York-Hunter College 1999 — 2004
BA, MA, Economics
Hunter College, City University of New York 1999 — 2004
Masters Degree, Economics
Bill Travis's RSM McGladrey Experience 1999 - 2006
Job President at IDEA Drilling LLC
Industry Mining & Metals
Experience
IDEA Drilling LLC 2010 - Present
Bailiwick 2007 - 2010
RSM McGladrey 1999 - 2006
McGladrey & Pullen 1983 - 2006
Education
University of Iowa 1973 — 1975
Master of Arts (MA)
Cornell College 1969 — 1973
Bachelor of Arts (BA)
IDEA Drilling LLC 2010 - Present
Bailiwick 2007 - 2010
RSM McGladrey 1999 - 2006
McGladrey & Pullen 1983 - 2006
Education
University of Iowa 1973 — 1975
Master of Arts (MA)
Cornell College 1969 — 1973
Bachelor of Arts (BA)
Arlene Martin's RSM McGladrey Experience March 1999 - March 2009
Job Senior Associate at RSM McGladrey
Industry Information Technology and Services
Experience
RSM McGladrey March 1999 - March 2009
American Express Tax and Business Services Inc. 1999 - 2001
Citibank September 1989 - October 1998
Education
City University of New York-Herbert H. Lehman College 1993 — 1999
New York University - Leonard N. Stern School of Business 1986 — 1990
B.S., Business Management
RSM McGladrey March 1999 - March 2009
American Express Tax and Business Services Inc. 1999 - 2001
Citibank September 1989 - October 1998
Education
City University of New York-Herbert H. Lehman College 1993 — 1999
New York University - Leonard N. Stern School of Business 1986 — 1990
B.S., Business Management
Bradley Behrens's RSM McGladrey Experience October 2009 - June 2010
Job Manager Treasury and Corporate Finance
Industry Financial Services
Experience
MidAmerican Energy June 2010 - Present
RSM McGladrey October 2009 - June 2010
First National Mergers & Acquisitions January 2008 - October 2009
PricewaterhouseCoopers 2007 - 2007
Gallup Organization 2005 - 2006
Skills
Mergers, Cash Management, Financial Analysis, Financial Reporting, Accounting, Debt Financing, Valuation Analysis, Debt, Finance, Valuation, Treasury, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Modeling, Management, Due Diligence, Investments, Analysis, Banking
Education
Creighton University 2003 — 2007
BSBA, Accounting & Finance
Kuemper High School
MidAmerican Energy June 2010 - Present
RSM McGladrey October 2009 - June 2010
First National Mergers & Acquisitions January 2008 - October 2009
PricewaterhouseCoopers 2007 - 2007
Gallup Organization 2005 - 2006
Skills
Mergers, Cash Management, Financial Analysis, Financial Reporting, Accounting, Debt Financing, Valuation Analysis, Debt, Finance, Valuation, Treasury, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Modeling, Management, Due Diligence, Investments, Analysis, Banking
Education
Creighton University 2003 — 2007
BSBA, Accounting & Finance
Kuemper High School
Debra Donnelly, CPA's RSM McGladrey Experience January 2006 - May 2007
Job Director, Financial Controls at Memorial Sloan Kettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center May 2007 - Present
RSM McGladrey January 2006 - May 2007
Jefferson Wells 2003 - 2005
Agere Systems, Inc April 2001 - December 2004
KMC Telecom April 2000 - April 2001
Health Products Research February 1998 - April 2000
Aromat Corporation February 1991 - March 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Internal Audit, Financial Reporting, GAAP, Accounting, Managerial Finance, Enterprise Risk..., Financial Accounting, External Audit, Finance, Sarbanes-Oxley, Risk Management, Financial Modeling, Due Diligence, Risk Assessment, Process Improvement, Financial Risk, US GAAP, CPA, IT Audit, Analysis, Corporate Finance, Variance Analysis, Revenue Recognition, Cash Flow, Business Process..., Mergers & Acquisitions, Corporate Governance, Payroll, Fraud, Healthcare, Budgets, Microsoft Excel, Financial Audits, Tax, General Ledger
Education
College of Charleston 1986 — 1990
Bachelor's Degree, Business Accounting
Bishop England High School
High School
Memorial Sloan-Kettering Cancer Center May 2007 - Present
RSM McGladrey January 2006 - May 2007
Jefferson Wells 2003 - 2005
Agere Systems, Inc April 2001 - December 2004
KMC Telecom April 2000 - April 2001
Health Products Research February 1998 - April 2000
Aromat Corporation February 1991 - March 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Internal Audit, Financial Reporting, GAAP, Accounting, Managerial Finance, Enterprise Risk..., Financial Accounting, External Audit, Finance, Sarbanes-Oxley, Risk Management, Financial Modeling, Due Diligence, Risk Assessment, Process Improvement, Financial Risk, US GAAP, CPA, IT Audit, Analysis, Corporate Finance, Variance Analysis, Revenue Recognition, Cash Flow, Business Process..., Mergers & Acquisitions, Corporate Governance, Payroll, Fraud, Healthcare, Budgets, Microsoft Excel, Financial Audits, Tax, General Ledger
Education
College of Charleston 1986 — 1990
Bachelor's Degree, Business Accounting
Bishop England High School
High School
Joshua Schipper's RSM McGladrey Experience October 2008 - March 2009
Job Accounting Professional
Industry Accounting
Experience
RSM McGladrey October 2008 - March 2009
Education
City University of New York-Brooklyn College 2002 — 2005
BS, BA, Accounting, Mathematics
RSM McGladrey October 2008 - March 2009
Education
City University of New York-Brooklyn College 2002 — 2005
BS, BA, Accounting, Mathematics
Joseph Mudd's RSM McGladrey Experience 2006 - 2008
Job National Director Tax Specialty Services at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP October 2012 - Present
Reznick Group August 2011 - October 2012
The Specialty Tax Services Group, LLC July 2008 - August 2011
RSM McGladrey 2006 - 2008
Ernst & Young 1995 - 2005
Price Waterhouse June 1993 - March 1995
Arthur Andersen 1992 - 1993
Skills
Federal Tax, Tax, Tax Accounting, Tax Services, Tax Compliance
Education
University of Denver 1990 — 1991
MT, Master of Taxation
Colorado State University 1984 — 1987
BS, Accounting
CohnReznick LLP October 2012 - Present
Reznick Group August 2011 - October 2012
The Specialty Tax Services Group, LLC July 2008 - August 2011
RSM McGladrey 2006 - 2008
Ernst & Young 1995 - 2005
Price Waterhouse June 1993 - March 1995
Arthur Andersen 1992 - 1993
Skills
Federal Tax, Tax, Tax Accounting, Tax Services, Tax Compliance
Education
University of Denver 1990 — 1991
MT, Master of Taxation
Colorado State University 1984 — 1987
BS, Accounting
Ashley Salas's RSM McGladrey Experience August 2008 - January 2011
Job Tax Accountant at MediaNews Group
Industry Accounting
Experience
MediaNews Group July 2014 - Present
UDR November 2012 - July 2014
Equity Residential January 2011 - November 2012
RSM McGladrey August 2008 - January 2011
Tradelink, LLC September 2007 - May 2008
Skills
Tax, Partnership Taxation, Tax Preparation, Income Tax, Tax Research, Accounting, Corporate Tax, Tax Returns, Tax Accounting, General Ledger, REIT Testing, REIT Tax Return Prep, Financial Analysis, Sales & Use Tax
Education
DePaul University 2003 — 2007
Bachelor's degree, Accounting
MediaNews Group July 2014 - Present
UDR November 2012 - July 2014
Equity Residential January 2011 - November 2012
RSM McGladrey August 2008 - January 2011
Tradelink, LLC September 2007 - May 2008
Skills
Tax, Partnership Taxation, Tax Preparation, Income Tax, Tax Research, Accounting, Corporate Tax, Tax Returns, Tax Accounting, General Ledger, REIT Testing, REIT Tax Return Prep, Financial Analysis, Sales & Use Tax
Education
DePaul University 2003 — 2007
Bachelor's degree, Accounting
Danny Gibson, CPA's RSM McGladrey Experience January 2010 - April 2010
Job Tax Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2013 - Present
McGladrey August 2011 - June 2013
RSM McGladrey January 2010 - April 2010
Skills
Tax Research, Tax Accounting, Corporate Tax, CPA, Tax, GAAP, Tax Preparation, Income Tax, US GAAP, Tax Returns, FIN 48, SEC filings, ProSystem fx Tax, Accounting
Education
DePaul University 2012 — 2014
MST, Taxation
University of Illinois at Urbana-Champaign 2006 — 2011
master of accounting science, Accounting
McGladrey June 2013 - Present
McGladrey August 2011 - June 2013
RSM McGladrey January 2010 - April 2010
Skills
Tax Research, Tax Accounting, Corporate Tax, CPA, Tax, GAAP, Tax Preparation, Income Tax, US GAAP, Tax Returns, FIN 48, SEC filings, ProSystem fx Tax, Accounting
Education
DePaul University 2012 — 2014
MST, Taxation
University of Illinois at Urbana-Champaign 2006 — 2011
master of accounting science, Accounting
Edgar Lopezlena's RSM McGladrey Experience December 2009 - Present
Job Senior Tax Manager, Mexican Tax Practice Leader at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey December 2009 - Present
McGladrey LLP December 2005 - Present
Horwath Castillo Miranda January 2003 - September 2005
Paccar Mexico May 2000 - September 2001
BDO Mexico January 1992 - August 1999
Skills
Tax, Accounting, Corporate Tax, Income Tax, Tax Accounting, International Tax, Tax Research, FIN 48, Tax Preparation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2013
MST, Taxation
Univerisdad Iberoamericana AC 1990 — 1995
Mexican CPA Licence, Tax, accounting and finance
RSM McGladrey December 2009 - Present
McGladrey LLP December 2005 - Present
Horwath Castillo Miranda January 2003 - September 2005
Paccar Mexico May 2000 - September 2001
BDO Mexico January 1992 - August 1999
Skills
Tax, Accounting, Corporate Tax, Income Tax, Tax Accounting, International Tax, Tax Research, FIN 48, Tax Preparation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2013
MST, Taxation
Univerisdad Iberoamericana AC 1990 — 1995
Mexican CPA Licence, Tax, accounting and finance
Audrey DeMarte's RSM McGladrey Experience January 2008 - March 2010
Job Tax Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley March 2010 - Present
RSM McGladrey January 2008 - March 2010
Education
DePaul University 2003 — 2007
Business, Accounting
Morgan Stanley March 2010 - Present
RSM McGladrey January 2008 - March 2010
Education
DePaul University 2003 — 2007
Business, Accounting
Anicette Kinsey Tomeho's RSM McGladrey Experience January 2006 - March 2007
Job Accounting and Audit Professional
Industry Accounting
Experience
HP Hood November 2010 - Present
SCHOTT Solar, Inc September 2008 - August 2009
Braver PC August 2007 - February 2008
RSM McGladrey January 2006 - March 2007
Ernst & Young's affiliate January 1999 - January 2004
Skills
Quickbooks, Accounts Receivable, Financial Reporting, Financial and..., Financial statement...
Education
Northeastern University, Boston 2010 — 2012
BS, Finance and Accounting Management, 3.5
Conservatoire National des Arts et Métiers 1993 — 1996
BS, Accounting and Finance
HP Hood November 2010 - Present
SCHOTT Solar, Inc September 2008 - August 2009
Braver PC August 2007 - February 2008
RSM McGladrey January 2006 - March 2007
Ernst & Young's affiliate January 1999 - January 2004
Skills
Quickbooks, Accounts Receivable, Financial Reporting, Financial and..., Financial statement...
Education
Northeastern University, Boston 2010 — 2012
BS, Finance and Accounting Management, 3.5
Conservatoire National des Arts et Métiers 1993 — 1996
BS, Accounting and Finance
David Lilek's RSM McGladrey Experience September 2010 - August 2011
Job Consultant at CrossCheck Compliance LLC
Industry Financial Services
Experience
CrossCheck Compliance LLC September 2011 - Present
David A Lilek, CPA August 2001 - Present
RSM McGladrey September 2010 - August 2011
JP Morgan Chase February 1997 - August 2001
Bank Of Chicago January 1993 - February 1997
Cole Taylor Bank April 1988 - January 1993
Pioneer Bank & Trust Company July 1983 - April 1988
Exchange National Bank January 1979 - July 1983
National Boulevard Bank February 1978 - January 1979
Skills
Loans, Credit, Commercial Banking, Loan Review, Loan Documentation, Financial Analysis, Credit Analysis, Mortgage Lending, Banking, Portfolio Management, Commercial Mortgages, Commercial Lending, Underwriting, Financial Services, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1983
M.S., Accountancy
University of Illinois at Chicago 1972 — 1977
B.S., Finance
CrossCheck Compliance LLC September 2011 - Present
David A Lilek, CPA August 2001 - Present
RSM McGladrey September 2010 - August 2011
JP Morgan Chase February 1997 - August 2001
Bank Of Chicago January 1993 - February 1997
Cole Taylor Bank April 1988 - January 1993
Pioneer Bank & Trust Company July 1983 - April 1988
Exchange National Bank January 1979 - July 1983
National Boulevard Bank February 1978 - January 1979
Skills
Loans, Credit, Commercial Banking, Loan Review, Loan Documentation, Financial Analysis, Credit Analysis, Mortgage Lending, Banking, Portfolio Management, Commercial Mortgages, Commercial Lending, Underwriting, Financial Services, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1983
M.S., Accountancy
University of Illinois at Chicago 1972 — 1977
B.S., Finance
madhu vazirani's RSM McGladrey Experience October 2002 - February 2010
Job Recruiting Coordinator at Avon Products Inc.
Industry
Experience
Avon Products Inc. June 2011 - Present
RSM McGladrey October 2002 - February 2010
MetLife 1987 - 2002
Skills
Microsoft Excel, Administrative..., Recruiting, Human Resources
Education
Delhi University 1974 — 1977
BSc, Science
Delhi University 1974 — 1977
BSC, Physics
Hindu College 1974 — 1977
BSc, Science
Avon Products Inc. June 2011 - Present
RSM McGladrey October 2002 - February 2010
MetLife 1987 - 2002
Skills
Microsoft Excel, Administrative..., Recruiting, Human Resources
Education
Delhi University 1974 — 1977
BSc, Science
Delhi University 1974 — 1977
BSC, Physics
Hindu College 1974 — 1977
BSc, Science
Jean Petrik's RSM McGladrey Experience December 2008 - December 2010
Job Senior Tax Associate, CPA at Mulcahy, Pauritsch, Salvador & Co., LTD.
Industry Accounting
Experience
Mulcahy, Pauritsch, Salvador & Co., Ltd. December 2013 - Present
The Condon Group, Ltd. December 2010 - November 2013
RSM McGladrey December 2008 - December 2010
McGreal & Company November 2006 - November 2008
Skills
CPA, Tax, Tax Preparation, GAAP, Corporate Tax, Tax Accounting, Income Tax, US GAAP, Tax Returns, Tax Research, Partnership Taxation, ProSystem fx Tax, Accounting, Auditing, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MST, Taxation
Mulcahy, Pauritsch, Salvador & Co., Ltd. December 2013 - Present
The Condon Group, Ltd. December 2010 - November 2013
RSM McGladrey December 2008 - December 2010
McGreal & Company November 2006 - November 2008
Skills
CPA, Tax, Tax Preparation, GAAP, Corporate Tax, Tax Accounting, Income Tax, US GAAP, Tax Returns, Tax Research, Partnership Taxation, ProSystem fx Tax, Accounting, Auditing, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MST, Taxation
Jeff Olseth's RSM McGladrey Experience January 1998 - July 2003
Job Attorney
Industry Law Practice
Experience
Olseth Law, P.A. January 2010 - Present
Lockridge Grindal Nauen September 2008 - January 2013
Koenig, Dickinson & Dalluge, PLC March 2005 - April 2008
Carlson Advisors, Ltd January 2004 - March 2005
RSM McGladrey January 1998 - July 2003
Education
William Mitchell College of Law 2000 — 2003
J.D., Law
Concordia College 1993 — 1998
B.A., Accounting, English Writing
Olseth Law, P.A. January 2010 - Present
Lockridge Grindal Nauen September 2008 - January 2013
Koenig, Dickinson & Dalluge, PLC March 2005 - April 2008
Carlson Advisors, Ltd January 2004 - March 2005
RSM McGladrey January 1998 - July 2003
Education
William Mitchell College of Law 2000 — 2003
J.D., Law
Concordia College 1993 — 1998
B.A., Accounting, English Writing
Adrian Bahena's RSM McGladrey Experience October 2005 - February 2006
Job Director of Finance and Human Resources at San Miguel Febres Cordero School, Inc.
Industry Accounting
Experience
Healthcare Informations & Management Systems Society (HIMSS) May 2012 - August 2012
Quattro FPO Solutions May 2009 - January 2011
Quattro FPO Solutions February 2006 - May 2009
Jane Addams Hull House Association October 1999 - May 2009
RSM McGladrey October 2005 - February 2006
American Express Tax & Business Services May 2003 - October 2005
American Express Tax & Business Services June 2002 - May 2003
Arthur Andersen, LLP October 1999 - June 2002
Arthur Andersen, LLP December 1997 - September 1999
Fine Arts Engraving December 1997 - September 1999
Skills
Accounting, Financial Reporting, Financial Statements, Accounts Payable, Account Reconciliation, Financial Analysis, Internal Controls, General Ledger, Nonprofits, Financial Modeling, Managerial Finance, Accounts Receivable, Forecasting
Education
DePaul University
Bachelor of Science, Accounting
DePaul University
Bachelor of Science - Accounting, Accounting
Healthcare Informations & Management Systems Society (HIMSS) May 2012 - August 2012
Quattro FPO Solutions May 2009 - January 2011
Quattro FPO Solutions February 2006 - May 2009
Jane Addams Hull House Association October 1999 - May 2009
RSM McGladrey October 2005 - February 2006
American Express Tax & Business Services May 2003 - October 2005
American Express Tax & Business Services June 2002 - May 2003
Arthur Andersen, LLP October 1999 - June 2002
Arthur Andersen, LLP December 1997 - September 1999
Fine Arts Engraving December 1997 - September 1999
Skills
Accounting, Financial Reporting, Financial Statements, Accounts Payable, Account Reconciliation, Financial Analysis, Internal Controls, General Ledger, Nonprofits, Financial Modeling, Managerial Finance, Accounts Receivable, Forecasting
Education
DePaul University
Bachelor of Science, Accounting
DePaul University
Bachelor of Science - Accounting, Accounting