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
Marc Berman Marc Berman's RSM McGladrey Experience January 2001 - December 2005
Job Regional Vice President, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions January 2006 - Present
RSM McGladrey January 2001 - December 2005
Friedman Eisenstein Raemer and Schwartz (FERS) March 1995 - December 2000
Skills
401k, Defined Benefit, Retirement Plan..., ERISA, Retirement, Profit Sharing, Pension Administration
Education
Duke University
Bachelor of Arts (BA)
New Trier West
The University of Texas at Austin - The LBJ School of Public Affairs
Master Degree, Public Policy
CUNA Mutual Retirement Solutions January 2006 - Present
RSM McGladrey January 2001 - December 2005
Friedman Eisenstein Raemer and Schwartz (FERS) March 1995 - December 2000
Skills
401k, Defined Benefit, Retirement Plan..., ERISA, Retirement, Profit Sharing, Pension Administration
Education
Duke University
Bachelor of Arts (BA)
New Trier West
The University of Texas at Austin - The LBJ School of Public Affairs
Master Degree, Public Policy
Rachel Miller, CPA Rachel Miller, CPA's RSM McGladrey Experience January 2010 - April 2010
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2012 - Present
Global Exchange August 2010 - July 2011
RSM McGladrey January 2010 - April 2010
Java Junction at Goshen College September 2008 - December 2009
Schultz Miller, Inc. June 2008 - August 2008
Goshen College August 2007 - May 2008
Skills
Leadership
Education
Goshen College 2006 — 2010
B.A., Accounting
Central American Study and Service 2009 — 2009
Spanish, Guatemalan Culture, Guatemalan History
Moss Adams LLP January 2012 - Present
Global Exchange August 2010 - July 2011
RSM McGladrey January 2010 - April 2010
Java Junction at Goshen College September 2008 - December 2009
Schultz Miller, Inc. June 2008 - August 2008
Goshen College August 2007 - May 2008
Skills
Leadership
Education
Goshen College 2006 — 2010
B.A., Accounting
Central American Study and Service 2009 — 2009
Spanish, Guatemalan Culture, Guatemalan History
Amanda Broughton's RSM McGladrey Experience November 2010 - November 2011
Job Tax Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP December 2014 - Present
Cherry Bekaert LLP December 2011 - November 2014
RSM McGladrey November 2010 - November 2011
Education
Florida State University 2009 — 2010
Master of Accounting, Tax
Florida State University 2005 — 2009
Bachelor of Science, Accounting and Finance
Grant Thornton LLP December 2014 - Present
Cherry Bekaert LLP December 2011 - November 2014
RSM McGladrey November 2010 - November 2011
Education
Florida State University 2009 — 2010
Master of Accounting, Tax
Florida State University 2005 — 2009
Bachelor of Science, Accounting and Finance
Robyn Wingerter's RSM McGladrey Experience September 2005 - July 2006
Job McCormick Company
Industry Marketing and Advertising
Experience
McCormick Company August 2011 - Present
Eurofins Scientific, Inc. August 2006 - March 2011
RSM McGladrey September 2005 - July 2006
Drake University July 2003 - September 2005
Grinnell College September 1990 - March 2003
Skills
Executive Travel, SharePoint, Microsoft CRM, Basecamp, Event Planning, Access, Event Management, Marketing, Training, Microsoft Office, Customer Service, Microsoft Word, Newsletters, PowerPoint, Editing, Budgets, Cross-functional Team..., Invoice Processing, Financial Reporting, Office Management, Supervisory Experience
Education
American Institute of Business 2005 — 2005
Microsoft Access
Grinnell College 1995 — 2003
Psychology/Religious Studies
Grinnell High School 1976 — 1979
McCormick Company August 2011 - Present
Eurofins Scientific, Inc. August 2006 - March 2011
RSM McGladrey September 2005 - July 2006
Drake University July 2003 - September 2005
Grinnell College September 1990 - March 2003
Skills
Executive Travel, SharePoint, Microsoft CRM, Basecamp, Event Planning, Access, Event Management, Marketing, Training, Microsoft Office, Customer Service, Microsoft Word, Newsletters, PowerPoint, Editing, Budgets, Cross-functional Team..., Invoice Processing, Financial Reporting, Office Management, Supervisory Experience
Education
American Institute of Business 2005 — 2005
Microsoft Access
Grinnell College 1995 — 2003
Psychology/Religious Studies
Grinnell High School 1976 — 1979
Sylwia Nazar Sylwia Nazar's RSM McGladrey Experience January 2004 - December 2012
Job Tax Manager at Friedman and Huey Associates
Industry Accounting
Experience
Friedman and Huey Associates January 2013 - Present
RSM McGladrey January 2004 - December 2012
Skills
Tax Advisory, Tax Preparation, GAAP, FAS 5, US Tax, Financial Accounting, Partnership Taxation, Tax Research, General Ledger, FIN 48, Tax Accounting, CPA, Mergers & Acquisitions, Income Tax, Accounting, Corporate Tax, Tax, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master, Taxation
University of Illinois at Chicago
Bachelor, Accounting
Friedman and Huey Associates January 2013 - Present
RSM McGladrey January 2004 - December 2012
Skills
Tax Advisory, Tax Preparation, GAAP, FAS 5, US Tax, Financial Accounting, Partnership Taxation, Tax Research, General Ledger, FIN 48, Tax Accounting, CPA, Mergers & Acquisitions, Income Tax, Accounting, Corporate Tax, Tax, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master, Taxation
University of Illinois at Chicago
Bachelor, Accounting
Ann Dieleman, MBA Ann Dieleman, MBA's RSM McGladrey Experience 1992 - 1995
Job Executive Leader | Innovation, Marketing & Consumer Experience Evangelist
Industry Financial Services
Experience
ARAG North America 2009 - Present
PIMA (Professional Insurance Marketing Association) 2013 - Present
ARAG North America 2006 - 2009
ARAG North America 2000 - 2006
Midwest Legal Services/ARAG 1995 - 2000
RSM McGladrey 1992 - 1995
Education
Drake University 1998 — 2000
MBA
Simpson College 1988 — 1992
BA
ARAG North America 2009 - Present
PIMA (Professional Insurance Marketing Association) 2013 - Present
ARAG North America 2006 - 2009
ARAG North America 2000 - 2006
Midwest Legal Services/ARAG 1995 - 2000
RSM McGladrey 1992 - 1995
Education
Drake University 1998 — 2000
MBA
Simpson College 1988 — 1992
BA
Lisa Apolinski's RSM McGladrey Experience September 2004 - July 2006
Job Founder and CEO, 3 Dog Write Inc
Industry Marketing and Advertising
Experience
3 Dog Write Inc March 2012 - Present
NewSchool of Architecture + Design November 2010 - July 2013
Domino Amjet February 2007 - November 2009
RSM McGladrey September 2004 - July 2006
Alcan Packaging October 2000 - September 2004
Skills
Event Planning, Budgeting, Marketing Communications, Advertising, Brochure Development, Collateral Material..., Event Management, Trade Shows, Integrated Marketing, Email Marketing, Marketing Management, Marketing Strategy, Social Media, Strategic Planning, Direct Marketing, Budgets, Marketing, Digital Marketing, Strategy, CRM, Public Relations, Business Development, Leadership, Blogging, Management, Lead Generation, Strategic Communications, Salesforce.com, Cross-functional Team..., Sales, Program Management, Internal Communications, Market Planning, Press Releases, Entrepreneurship, Brand Awareness, Social Networking, Online Marketing, Market Research, New Business Development, Vendor Management, Analysis, Product Marketing, Marketing Research, Competitive Analysis, Public Speaking, Project Management, Analytics, Segmentation, Google Analytics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, IT Management
Rutgers University-New Brunswick 1994 — 1997
MPH, Biostatistics
3 Dog Write Inc March 2012 - Present
NewSchool of Architecture + Design November 2010 - July 2013
Domino Amjet February 2007 - November 2009
RSM McGladrey September 2004 - July 2006
Alcan Packaging October 2000 - September 2004
Skills
Event Planning, Budgeting, Marketing Communications, Advertising, Brochure Development, Collateral Material..., Event Management, Trade Shows, Integrated Marketing, Email Marketing, Marketing Management, Marketing Strategy, Social Media, Strategic Planning, Direct Marketing, Budgets, Marketing, Digital Marketing, Strategy, CRM, Public Relations, Business Development, Leadership, Blogging, Management, Lead Generation, Strategic Communications, Salesforce.com, Cross-functional Team..., Sales, Program Management, Internal Communications, Market Planning, Press Releases, Entrepreneurship, Brand Awareness, Social Networking, Online Marketing, Market Research, New Business Development, Vendor Management, Analysis, Product Marketing, Marketing Research, Competitive Analysis, Public Speaking, Project Management, Analytics, Segmentation, Google Analytics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, IT Management
Rutgers University-New Brunswick 1994 — 1997
MPH, Biostatistics
Stacey Caplan Stacey Caplan's RSM McGladrey Experience January 2005 - April 2006
Job Controller at Integration Systems, LLC
Industry Accounting
Experience
Integration Systems, LLC March 2014 - Present
AutoNation August 2013 - February 2014
Jarden Consumer Solutions November 2012 - August 2013
Tyco April 2011 - September 2012
Quepasa Corporation April 2008 - April 2011
Eclipsys October 2006 - March 2008
RSM McGladrey January 2005 - April 2006
Caruso and Compnay October 2003 - January 2005
Jorge L. Reyes CPA August 2002 - October 2003
Skills
Financial Reporting, General Ledger, Compensation & Benefit, Deferred Compensation, Employee Stock Options, Option Valuation, Intercompany, Royalties, SEC filings, Account Reconciliation, Forecasting, Data Analysis, Microsoft Excel, Oracle, QuickBooks, Financial Audits, Document Review, Restructuring, Hyperion Enterprise, Auditing, Consolidation, US GAAP, Accounting, Journal Entries, Accounts Payable
Education
Florida Atlantic University 2000 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
University of Florida 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Integration Systems, LLC March 2014 - Present
AutoNation August 2013 - February 2014
Jarden Consumer Solutions November 2012 - August 2013
Tyco April 2011 - September 2012
Quepasa Corporation April 2008 - April 2011
Eclipsys October 2006 - March 2008
RSM McGladrey January 2005 - April 2006
Caruso and Compnay October 2003 - January 2005
Jorge L. Reyes CPA August 2002 - October 2003
Skills
Financial Reporting, General Ledger, Compensation & Benefit, Deferred Compensation, Employee Stock Options, Option Valuation, Intercompany, Royalties, SEC filings, Account Reconciliation, Forecasting, Data Analysis, Microsoft Excel, Oracle, QuickBooks, Financial Audits, Document Review, Restructuring, Hyperion Enterprise, Auditing, Consolidation, US GAAP, Accounting, Journal Entries, Accounts Payable
Education
Florida Atlantic University 2000 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
University of Florida 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Marilee (Johnson) Hedberg's RSM McGladrey Experience November 1998 - October 2000
Job DirectorSales, Scholarship Management Services Division at Scholarship America
Industry Nonprofit Organization Management
Experience
Scholarship America January 2014 - Present
Scholarship America July 2007 - December 2013
Sagebrush Corporation November 2000 - August 2006
RSM McGladrey November 1998 - October 2000
Hoechst Celanese April 1996 - October 1998
Carlson Wagonlit Travel July 1995 - December 1996
O'Leary and Grant 1995 - 1996
Carlson Wagonlit Travel June 1994 - June 1995
Carlson Hotels Worldwide August 1986 - August 1993
Maetzold Associates August 1980 - July 1986
Skills
Training, HR Consulting, Organizational..., Leadership Development, Succession Planning, Onboarding, Performance Management, Employee Engagement, Team Building, Recruiting, Management, HRIS, Deferred Compensation, Personnel Management, Workforce Planning, Change Management, Benefits Administration, Talent Acquisition, Internal Communications, Temporary Placement, Employee Benefits, Executive Search, Organizational..., Leadership, Career Development
Education
Gustavus Adolphus College 1976 — 1980
Bachelor of Arts, Business Administration
Red Wing Central High School 1972 — 1976
Scholarship America January 2014 - Present
Scholarship America July 2007 - December 2013
Sagebrush Corporation November 2000 - August 2006
RSM McGladrey November 1998 - October 2000
Hoechst Celanese April 1996 - October 1998
Carlson Wagonlit Travel July 1995 - December 1996
O'Leary and Grant 1995 - 1996
Carlson Wagonlit Travel June 1994 - June 1995
Carlson Hotels Worldwide August 1986 - August 1993
Maetzold Associates August 1980 - July 1986
Skills
Training, HR Consulting, Organizational..., Leadership Development, Succession Planning, Onboarding, Performance Management, Employee Engagement, Team Building, Recruiting, Management, HRIS, Deferred Compensation, Personnel Management, Workforce Planning, Change Management, Benefits Administration, Talent Acquisition, Internal Communications, Temporary Placement, Employee Benefits, Executive Search, Organizational..., Leadership, Career Development
Education
Gustavus Adolphus College 1976 — 1980
Bachelor of Arts, Business Administration
Red Wing Central High School 1972 — 1976
Judith Figliola Judith Figliola's RSM McGladrey Experience July 2000 - June 2001
Job Talent Acquisition SpecialistOnline Services at DeVry Education Group
Industry Education Management
Experience
DeVry Education Group October 2010 - Present
Bank of America January 2008 - July 2009
LaSalle Bank February 2003 - January 2008
The Inland Group June 2001 - January 2003
RSM McGladrey July 2000 - June 2001
Skills
Onboarding, Employee Relations, Talent Acquisition, Performance Management, Talent Management, Applicant Tracking..., Employee Engagement, HRIS, Recruiting, Succession Planning, Deferred Compensation, Workforce Planning, College Recruiting, Benefits Administration, PeopleSoft, Human Resources, Personnel Management, Training, Interviews, Temporary Placement, Leadership, Management, Hiring, Coaching, Career Development, New Hire Orientations, Resume Writing, Internet Recruiting, Technical Recruiting, Taleo, Leadership Development, Organizational..., Team Building, Employee Training, Customer Service, Strategy, Employee Benefits, Consulting, Mentoring, Career Counseling, Sourcing
Education
Elmhurst College
Bachelor of Arts - Industrial/Organizational Psychology
DeVry Education Group October 2010 - Present
Bank of America January 2008 - July 2009
LaSalle Bank February 2003 - January 2008
The Inland Group June 2001 - January 2003
RSM McGladrey July 2000 - June 2001
Skills
Onboarding, Employee Relations, Talent Acquisition, Performance Management, Talent Management, Applicant Tracking..., Employee Engagement, HRIS, Recruiting, Succession Planning, Deferred Compensation, Workforce Planning, College Recruiting, Benefits Administration, PeopleSoft, Human Resources, Personnel Management, Training, Interviews, Temporary Placement, Leadership, Management, Hiring, Coaching, Career Development, New Hire Orientations, Resume Writing, Internet Recruiting, Technical Recruiting, Taleo, Leadership Development, Organizational..., Team Building, Employee Training, Customer Service, Strategy, Employee Benefits, Consulting, Mentoring, Career Counseling, Sourcing
Education
Elmhurst College
Bachelor of Arts - Industrial/Organizational Psychology
Debbie Ferris, CPA Debbie Ferris, CPA's RSM McGladrey Experience July 2002 - August 2004
Job
Industry Accounting
Experience
Rogers Wood Hill Starman & Gustason 2004 - Present
RSM McGladrey July 2002 - August 2004
Betts Rogers Schenck & Jones CPA January 2000 - May 2002
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Windows, Outlook
Education
Florida Gulf Coast University 2005 — 2009
Master's degree, Accounting and Taxation
Florida Gulf Coast University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting
Rogers Wood Hill Starman & Gustason 2004 - Present
RSM McGladrey July 2002 - August 2004
Betts Rogers Schenck & Jones CPA January 2000 - May 2002
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Windows, Outlook
Education
Florida Gulf Coast University 2005 — 2009
Master's degree, Accounting and Taxation
Florida Gulf Coast University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting
Greg Hagge Greg Hagge's RSM McGladrey Experience February 2004 - August 2007
Job Chief Financial Officer StoneHill Reinsurance Partners, LLC
Industry Accounting
Experience
StoneHill Reinsurance Partners, LLC November 2014 - Present
Regis Corporation February 2009 - November 2014
KPMG August 2007 - February 2009
RSM McGladrey February 2004 - August 2007
Various Accounting & Legal positions 1982 - 2004
Education
University of Minnesota Law School
JD
Gustavus Adolphus College
BA, Political Science-History
StoneHill Reinsurance Partners, LLC November 2014 - Present
Regis Corporation February 2009 - November 2014
KPMG August 2007 - February 2009
RSM McGladrey February 2004 - August 2007
Various Accounting & Legal positions 1982 - 2004
Education
University of Minnesota Law School
JD
Gustavus Adolphus College
BA, Political Science-History
Timothy Allen, MBA Timothy Allen, MBA's RSM McGladrey Experience 2004 - 2005
Job Director of Practice Development at Rubino & Company, Chartered
Industry Accounting
Experience
Rubino & Company January 2015 - Present
WebsterRogers LLP June 2011 - December 2014
AMG Marketing September 2009 - December 2011
Wipfli LLP September 2010 - June 2011
Upper Iowa University January 2004 - May 2011
Clifton Gunderson LLP October 2007 - September 2009
Wisconsin Sports Development Corporation May 2005 - October 2007
RSM McGladrey 2004 - 2005
National Specialty Insurance 2002 - 2004
Skills
Marketing Strategy, Social Media Marketing, New Business Development, Public Relations, Market Planning, Copywriting, Event Marketing, Integrated Marketing, Strategic Planning, Event Planning, Social Media, Marketing Management, Advertising, Marketing, Business Strategy, Public Speaking, Leadership, Team Building, B2B, Email Marketing, Media Relations, Sales, Business Planning, Training, Entrepreneurship, Business Development, Strategy, Analysis, Program Management, Management, Marketing Communications, Small Business, Budgets, Online Marketing, Market Research, Time Management, Nonprofits, Social Networking, CRM, Event Management, Lead Generation, Start-ups, Community Outreach, Leadership Development, Accounting, Account Management, Coaching, Management Consulting, Customer Service, Fundraising
Education
Edgewood College 1999 — 2003
MBA
University of Wisconsin-Madison
BA
Upper Iowa University
BS
Rubino & Company January 2015 - Present
WebsterRogers LLP June 2011 - December 2014
AMG Marketing September 2009 - December 2011
Wipfli LLP September 2010 - June 2011
Upper Iowa University January 2004 - May 2011
Clifton Gunderson LLP October 2007 - September 2009
Wisconsin Sports Development Corporation May 2005 - October 2007
RSM McGladrey 2004 - 2005
National Specialty Insurance 2002 - 2004
Skills
Marketing Strategy, Social Media Marketing, New Business Development, Public Relations, Market Planning, Copywriting, Event Marketing, Integrated Marketing, Strategic Planning, Event Planning, Social Media, Marketing Management, Advertising, Marketing, Business Strategy, Public Speaking, Leadership, Team Building, B2B, Email Marketing, Media Relations, Sales, Business Planning, Training, Entrepreneurship, Business Development, Strategy, Analysis, Program Management, Management, Marketing Communications, Small Business, Budgets, Online Marketing, Market Research, Time Management, Nonprofits, Social Networking, CRM, Event Management, Lead Generation, Start-ups, Community Outreach, Leadership Development, Accounting, Account Management, Coaching, Management Consulting, Customer Service, Fundraising
Education
Edgewood College 1999 — 2003
MBA
University of Wisconsin-Madison
BA
Upper Iowa University
BS
Kathy Burns Kathy Burns's RSM McGladrey Experience 1983 - 1987
Job LPL Financial Branch Manager & Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2008 - Present
Burns & Bynum, CPA, PA 2004 - Present
Financial Network Investment Corporation, Member SIPC 2002 - 2008
Kathy R. Burns, CPA 1997 - 2004
Blue Cross Blue Shield of NC 1987 - 1997
RSM McGladrey 1983 - 1987
Education
East Carolina University 1980 — 1983
Bachelor of Science in Business Administration, Accounting
LPL Financial November 2008 - Present
Burns & Bynum, CPA, PA 2004 - Present
Financial Network Investment Corporation, Member SIPC 2002 - 2008
Kathy R. Burns, CPA 1997 - 2004
Blue Cross Blue Shield of NC 1987 - 1997
RSM McGladrey 1983 - 1987
Education
East Carolina University 1980 — 1983
Bachelor of Science in Business Administration, Accounting
Lucas Muriello Lucas Muriello's RSM McGladrey Experience January 2001 - June 2005
Job Manager Tax Services at The Mosaic Financial Group, LLC
Industry Financial Services
Experience
The Mosaic Financial Group, LLC June 2005 - Present
RSM McGladrey January 2001 - June 2005
Skills
Tax Preparation, Financial Planning, Estate Planning, Tax, Tax Research, Financial Planners, Management, Tax Accounting, ProSystem fx Tax, Microsoft Excel, Financial Reporting, Income Tax, US GAAP, Accounting, Strategic Planning, Corporate Tax, General Ledger, Financial Statements, Auditing
Education
Dominican University 1998 — 2002
Bachelor's, Accounting
The Mosaic Financial Group, LLC June 2005 - Present
RSM McGladrey January 2001 - June 2005
Skills
Tax Preparation, Financial Planning, Estate Planning, Tax, Tax Research, Financial Planners, Management, Tax Accounting, ProSystem fx Tax, Microsoft Excel, Financial Reporting, Income Tax, US GAAP, Accounting, Strategic Planning, Corporate Tax, General Ledger, Financial Statements, Auditing
Education
Dominican University 1998 — 2002
Bachelor's, Accounting
Eric Christensen Eric Christensen's RSM McGladrey Experience August 2008 - November 2009
Job Account Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters April 2012 - Present
Market Resource Packaging November 2009 - April 2012
RSM McGladrey August 2008 - November 2009
RSM McGladrey June 2007 - September 2007
Colts Neck Golf Club May 2001 - June 2007
Skills
Tax, Accounting, Tax Accounting, Financial Reporting, Auditing, Corporate Tax, Financial Analysis, Income Tax, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, SaaS, FAS109, Start-ups, Tax Preparation, General Ledger, Internal Controls, Account Reconciliation, Finance, Account Management, Strategic Financial..., Forecasting, Process Improvement, CPA, Management, Hyperion Enterprise, Internal Audit, Financial Statements
Education
New York University, Stern School of Business 2008 — 2010
Masters, Taxation
Fairfield University 2004 — 2008
B.S., Accounting, Finance
Thomson Reuters April 2012 - Present
Market Resource Packaging November 2009 - April 2012
RSM McGladrey August 2008 - November 2009
RSM McGladrey June 2007 - September 2007
Colts Neck Golf Club May 2001 - June 2007
Skills
Tax, Accounting, Tax Accounting, Financial Reporting, Auditing, Corporate Tax, Financial Analysis, Income Tax, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, SaaS, FAS109, Start-ups, Tax Preparation, General Ledger, Internal Controls, Account Reconciliation, Finance, Account Management, Strategic Financial..., Forecasting, Process Improvement, CPA, Management, Hyperion Enterprise, Internal Audit, Financial Statements
Education
New York University, Stern School of Business 2008 — 2010
Masters, Taxation
Fairfield University 2004 — 2008
B.S., Accounting, Finance
Jennifer Cambern's RSM McGladrey Experience 2006 - 2008
Job
Industry Human Resources
Experience
ADP October 2014 - Present
ADP January 2013 - October 2014
ADP August 2011 - January 2013
ADP March 2010 - August 2011
LexisNexis October 2007 - March 2010
RSM McGladrey 2006 - 2008
RSM McGladrey Employer Services May 2004 - May 2007
Ceridian June 1998 - May 2004
Office of School Readiness August 1998 - June 2000
Georgia Lottery Corporation 1992 - 1995
Skills
Product Management, Mergers, Program Management, Business Process, SaaS, BPO, HR Transformation, Talent Management, Professional Services, Thought Leadership, Salesforce.com, Outsourcing, Performance Management, Enterprise Software, Human Resources, Vendor Management, Process Improvement, Strategic Partnerships, Acquisition Integration, Featureplan, Planview Enterprise, Competitive Analysis, SDLC, Management, Leadership, Integration, Mergers & Acquisitions, Business Process..., Project Portfolio..., Cross-functional Team..., Strategy, Quality Assurance, Team Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Masters of Business Administration, Business Administration and Management
Shorter University 1996 — 1996
BS, Business
ADP October 2014 - Present
ADP January 2013 - October 2014
ADP August 2011 - January 2013
ADP March 2010 - August 2011
LexisNexis October 2007 - March 2010
RSM McGladrey 2006 - 2008
RSM McGladrey Employer Services May 2004 - May 2007
Ceridian June 1998 - May 2004
Office of School Readiness August 1998 - June 2000
Georgia Lottery Corporation 1992 - 1995
Skills
Product Management, Mergers, Program Management, Business Process, SaaS, BPO, HR Transformation, Talent Management, Professional Services, Thought Leadership, Salesforce.com, Outsourcing, Performance Management, Enterprise Software, Human Resources, Vendor Management, Process Improvement, Strategic Partnerships, Acquisition Integration, Featureplan, Planview Enterprise, Competitive Analysis, SDLC, Management, Leadership, Integration, Mergers & Acquisitions, Business Process..., Project Portfolio..., Cross-functional Team..., Strategy, Quality Assurance, Team Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Masters of Business Administration, Business Administration and Management
Shorter University 1996 — 1996
BS, Business
Joy Svoboda's RSM McGladrey Experience January 2001 - May 2003
Job Corporate Marketing Manager at Fabcon
Industry Construction
Experience
Fabcon August 2014 - Present
Dunwoody College of Technology October 2012 - Present
ViewsValuesVisions May 2003 - August 2014
ViewsValuesVisions January 2000 - August 2014
BD4AEC Magazine September 2013 - July 2014
Shaw-Lundquist Associates, Inc MEDA May 2010 - June 2013
TSP Inc. August 2006 - September 2007
Hearts and Hammers May 1998 - November 2006
RSM McGladrey January 2001 - May 2003
Amcon Construction Company February 1998 - November 1999
Skills
Leadership, Strategy, Strategic Planning, Leadership Development, Marketing Strategy, Training, Business Development, Management, New Business Development, Business Strategy, Entrepreneurship, Budgets, Market Research, Public Speaking
Education
Hamline University 1986 — 1990
Bachelor of Arts (BA)
Montgomery Lonsdale High School 1974 — 1987
Highschool
Fabcon August 2014 - Present
Dunwoody College of Technology October 2012 - Present
ViewsValuesVisions May 2003 - August 2014
ViewsValuesVisions January 2000 - August 2014
BD4AEC Magazine September 2013 - July 2014
Shaw-Lundquist Associates, Inc MEDA May 2010 - June 2013
TSP Inc. August 2006 - September 2007
Hearts and Hammers May 1998 - November 2006
RSM McGladrey January 2001 - May 2003
Amcon Construction Company February 1998 - November 1999
Skills
Leadership, Strategy, Strategic Planning, Leadership Development, Marketing Strategy, Training, Business Development, Management, New Business Development, Business Strategy, Entrepreneurship, Budgets, Market Research, Public Speaking
Education
Hamline University 1986 — 1990
Bachelor of Arts (BA)
Montgomery Lonsdale High School 1974 — 1987
Highschool
Joe Mayer Joe Mayer's RSM McGladrey Experience January 1995 - January 2002
Job Principal at Olsen Thielen
Industry Accounting
Experience
Olsen Thielen November 2004 - Present
Cargill Financial Services Corporation 2002 - 2004
RSM McGladrey January 1995 - January 2002
PIP Printing January 1992 - January 1994
Carpenter Kuehn & Sprayberry January 1989 - January 1992
Skills
Income Tax, Tax Research, Corporate Tax, IRS, Tax Returns, Tax Preparation, Accounting, CPA, Tax, Manufacturing, Service Industries, Finance, State Tax, Wholesale, Partnership Taxation, Tax Law, Mergers & Acquisitions
Education
Golden Gate University 1990 — 1996
MS, Taxation
Northern State University 1984 — 1987
BS, Accounting
Olsen Thielen November 2004 - Present
Cargill Financial Services Corporation 2002 - 2004
RSM McGladrey January 1995 - January 2002
PIP Printing January 1992 - January 1994
Carpenter Kuehn & Sprayberry January 1989 - January 1992
Skills
Income Tax, Tax Research, Corporate Tax, IRS, Tax Returns, Tax Preparation, Accounting, CPA, Tax, Manufacturing, Service Industries, Finance, State Tax, Wholesale, Partnership Taxation, Tax Law, Mergers & Acquisitions
Education
Golden Gate University 1990 — 1996
MS, Taxation
Northern State University 1984 — 1987
BS, Accounting
Harry Carnarvon Harry Carnarvon's RSM McGladrey Experience June 2006 - January 2009
Job Senior Consultant at ICI Consulting
Industry Management Consulting
Experience
ICI Consulting June 2014 - Present
Vitex Inc July 2009 - June 2014
RSM McGladrey June 2006 - January 2009
Bank of Oklahoma October 1997 - November 2005
Service Centers Corporation August 1984 - October 1997
IBM Interstate Federal Credit Union May 1981 - August 1984
Skills
Core & Ancillary System..., Contract Negotiation, Process Improvement, Vendor Management, Management Consulting, Business Analysis
Education
Eastern Michigan University 1968 — 1972
BBA, Economics
ICI Consulting June 2014 - Present
Vitex Inc July 2009 - June 2014
RSM McGladrey June 2006 - January 2009
Bank of Oklahoma October 1997 - November 2005
Service Centers Corporation August 1984 - October 1997
IBM Interstate Federal Credit Union May 1981 - August 1984
Skills
Core & Ancillary System..., Contract Negotiation, Process Improvement, Vendor Management, Management Consulting, Business Analysis
Education
Eastern Michigan University 1968 — 1972
BBA, Economics
Yeyry Garcia Yeyry Garcia's RSM McGladrey Experience January 2007 - September 2010
Job Internal Audit Manager at The Private Bank
Industry Banking
Experience
The PrivateBank January 2014 - Present
McGladrey September 2010 - January 2014
RSM McGladrey January 2007 - September 2010
Skills
Auditing, GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, External Audit, Internal Audit, Banking, Risk Management, Financial Services, CPA, SEC filings, Assurance, Enterprise Risk..., Financial Reporting, Financial Institutions, Operational Risk..., Credit, Operational Risk, AML, US GAAP
Education
Florida International University 2001 — 2005
Bachelor's degree, Accounting and Finance
Florida International University
Master's degree, Accounting
The PrivateBank January 2014 - Present
McGladrey September 2010 - January 2014
RSM McGladrey January 2007 - September 2010
Skills
Auditing, GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, External Audit, Internal Audit, Banking, Risk Management, Financial Services, CPA, SEC filings, Assurance, Enterprise Risk..., Financial Reporting, Financial Institutions, Operational Risk..., Credit, Operational Risk, AML, US GAAP
Education
Florida International University 2001 — 2005
Bachelor's degree, Accounting and Finance
Florida International University
Master's degree, Accounting
Kashka Ashford's RSM McGladrey Experience 1997 - 1998
Job Controller at Raytheon Intelligence, Information and Services
Industry Defense & Space
Experience
Raytheon: Intelligence, Information and Services August 2011 - Present
Raytheon Sytems Limited September 2010 - August 2011
Raytheon January 2007 - September 2010
KPMG October 1998 - January 2007
RSM McGladrey 1997 - 1998
ICF Consulting 1994 - 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, SAP, Accounting, Auditing, Cost Accounting, Variance Analysis, Finance, Managerial Finance, Revenue Recognition, US GAAP, SEC filings, GAAP, Management, SEC Filings
Education
George Mason University 1990 — 1994
BS, Accounting
Raytheon: Intelligence, Information and Services August 2011 - Present
Raytheon Sytems Limited September 2010 - August 2011
Raytheon January 2007 - September 2010
KPMG October 1998 - January 2007
RSM McGladrey 1997 - 1998
ICF Consulting 1994 - 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, SAP, Accounting, Auditing, Cost Accounting, Variance Analysis, Finance, Managerial Finance, Revenue Recognition, US GAAP, SEC filings, GAAP, Management, SEC Filings
Education
George Mason University 1990 — 1994
BS, Accounting
Victor Aspengren Victor Aspengren's RSM McGladrey Experience July 2005 - September 2006
Job Director, Prairie Capital Advisors, Inc. ESOP | Ownership Transitions | Employee Ownership | Valuation
Industry Investment Banking
Experience
Prairie Capital Advisors, Inc. November 2011 - Present
RSM McGladrey/Verisight October 2009 - October 2011
The Great Game of Business August 2008 - October 2009
Mid-States Steel, Corp. June 2007 - July 2008
Paragon International, Inc. September 2006 - May 2007
RSM McGladrey July 2005 - September 2006
Owner Revolution, Inc. December 1997 - March 2005
Iowa Retail Packaging April 1993 - December 1997
Skills
Business Strategy, Employee Ownership, Leadership Development, ESOP, Employee Engagement, Worker Cooperatives, Ownership Transition, Ownership, Consulting, Valuation, Entrepreneurship, Investment Banking, Management, Due Diligence, Business Development, Financial Analysis, Private Equity, Employee Benefits, Change Management, Mergers & Acquisitions, Human Resources, Business Process..., Corporate Finance, Leadership, Financial Advisory, Strategic Planning, Finance
Education
Unniversity of Pennsylvania 2004 — 2005
Certification, Leadership in an Ownership Setting
Drake University 1987 — 1989
Masters, Public Administration
Iowa State University 1983 — 1986
BS, Sociology, emphasis in Biology
Iowa Lakes Community College 1981 — 1983
AA, Pre-veterinarian
Prairie Capital Advisors, Inc. November 2011 - Present
RSM McGladrey/Verisight October 2009 - October 2011
The Great Game of Business August 2008 - October 2009
Mid-States Steel, Corp. June 2007 - July 2008
Paragon International, Inc. September 2006 - May 2007
RSM McGladrey July 2005 - September 2006
Owner Revolution, Inc. December 1997 - March 2005
Iowa Retail Packaging April 1993 - December 1997
Skills
Business Strategy, Employee Ownership, Leadership Development, ESOP, Employee Engagement, Worker Cooperatives, Ownership Transition, Ownership, Consulting, Valuation, Entrepreneurship, Investment Banking, Management, Due Diligence, Business Development, Financial Analysis, Private Equity, Employee Benefits, Change Management, Mergers & Acquisitions, Human Resources, Business Process..., Corporate Finance, Leadership, Financial Advisory, Strategic Planning, Finance
Education
Unniversity of Pennsylvania 2004 — 2005
Certification, Leadership in an Ownership Setting
Drake University 1987 — 1989
Masters, Public Administration
Iowa State University 1983 — 1986
BS, Sociology, emphasis in Biology
Iowa Lakes Community College 1981 — 1983
AA, Pre-veterinarian
Tony Engebretsen Tony Engebretsen's RSM McGladrey Experience October 2004 - November 2010
Job Sr. Tax Manager at The Toro Company
Industry Accounting
Experience
The Toro Company May 2015 - Present
Valspar March 2013 - May 2015
Viterra November 2010 - March 2013
RSM McGladrey October 2004 - November 2010
Wipfli LLP July 1997 - September 2004
Education
University of Minnesota - Carlson School of Management 2004 — 2007
MBT, Business Taxation
Drake University 1993 — 1997
BSBA, Accounting
The Toro Company May 2015 - Present
Valspar March 2013 - May 2015
Viterra November 2010 - March 2013
RSM McGladrey October 2004 - November 2010
Wipfli LLP July 1997 - September 2004
Education
University of Minnesota - Carlson School of Management 2004 — 2007
MBT, Business Taxation
Drake University 1993 — 1997
BSBA, Accounting
Abdul Wahid Chowdhury Abdul Wahid Chowdhury's RSM McGladrey Experience October 2008 - March 2011
Job Managing Director, Dynamic Accounting Services, Starling Pharmacy
Industry Information Technology and Services
Experience
Starling Pharmacy (Lexicon Pharmacy Group Inc.) July 2013 - Present
Dynamic Accounting Services January 2005 - Present
LH Hospitality June 2010 - Present
nazdaqTechnologies Inc. May 2010 - Present
RSM McGladrey October 2008 - March 2011
RBS Greenwich Capital July 2008 - October 2008
McGladrey & Pullen September 2005 - July 2008
MBIA May 2004 - September 2005
HSBC January 2004 - May 2004
Skills
Financial Analysis, IT Service Management, Project Management, Private Equity, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Financial Accounting, Valuation, US GAAP, Strategic Financial..., Risk Management, Financial Services, Financial Reporting, Finance, Accounting, Management, Financial Planning, Auditing, Investments
Education
Fordham University 2001 — 2005
BS, Accounting, Finance
DeWitt Clinton HS 1997 — 2001
Blue Bird High School 1987 — 1996
8th grade
Starling Pharmacy (Lexicon Pharmacy Group Inc.) July 2013 - Present
Dynamic Accounting Services January 2005 - Present
LH Hospitality June 2010 - Present
nazdaqTechnologies Inc. May 2010 - Present
RSM McGladrey October 2008 - March 2011
RBS Greenwich Capital July 2008 - October 2008
McGladrey & Pullen September 2005 - July 2008
MBIA May 2004 - September 2005
HSBC January 2004 - May 2004
Skills
Financial Analysis, IT Service Management, Project Management, Private Equity, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Financial Accounting, Valuation, US GAAP, Strategic Financial..., Risk Management, Financial Services, Financial Reporting, Finance, Accounting, Management, Financial Planning, Auditing, Investments
Education
Fordham University 2001 — 2005
BS, Accounting, Finance
DeWitt Clinton HS 1997 — 2001
Blue Bird High School 1987 — 1996
8th grade
Alexis Becker Alexis Becker's RSM McGladrey Experience March 2010 - September 2011
Job Reservations & Conference Services Program Coordinator at University of Louisville
Industry Public Relations and Communications
Experience
University of Louisville September 2015 - Present
Kentucky Science Center September 2011 - September 2015
RSM McGladrey March 2010 - September 2011
Cobb Chamber of Commerce August 2007 - March 2010
Cobb Chamber of Commerce July 2006 - August 2007
Cobb Chamber of Commerce January 2006 - April 2006
Skills
Fundraising, Relationship Development, Event Management, Volunteer Coordination, Community Outreach, Public Relations, Budget Management, Team Leadership, Event Planning, Event Marketing, Non-profits, Contract Negotiation, Marketing Communications, Tourism, Attraction Marketing, Attractions, Museums, Budgets, Nonprofits, Marketing, Account Management, Facebook, Public Speaking, Marketing Strategy, Online Marketing, Email Marketing, Management, Business Development, Sales, Project Management, Social Media, Social Media Marketing, Advertising, Social Networking, Newsletters, Media Relations, Volunteer Management
Education
Georgia Southern University 2001 — 2006
Public Relations
University of Louisville September 2015 - Present
Kentucky Science Center September 2011 - September 2015
RSM McGladrey March 2010 - September 2011
Cobb Chamber of Commerce August 2007 - March 2010
Cobb Chamber of Commerce July 2006 - August 2007
Cobb Chamber of Commerce January 2006 - April 2006
Skills
Fundraising, Relationship Development, Event Management, Volunteer Coordination, Community Outreach, Public Relations, Budget Management, Team Leadership, Event Planning, Event Marketing, Non-profits, Contract Negotiation, Marketing Communications, Tourism, Attraction Marketing, Attractions, Museums, Budgets, Nonprofits, Marketing, Account Management, Facebook, Public Speaking, Marketing Strategy, Online Marketing, Email Marketing, Management, Business Development, Sales, Project Management, Social Media, Social Media Marketing, Advertising, Social Networking, Newsletters, Media Relations, Volunteer Management
Education
Georgia Southern University 2001 — 2006
Public Relations
Heather Dahms Heather Dahms's RSM McGladrey Experience September 2007 - September 2008
Job CPA, International Tax Senior Accountant at CH2M HILL
Industry Accounting
Experience
CH2M HILL September 2008 - Present
The Pampered Chef February 2004 - June 2012
RSM McGladrey September 2007 - September 2008
RSM McGladrey January 2006 - September 2007
Boulay, Heutmaker, Zibell & Co January 2005 - April 2005
Skills
Corporate Tax, Tax, Income Tax, Tax Research, Tax Preparation, International Tax, Tax Accounting, CPA, Financial Analysis, GAAP
Education
Golden Gate University 2009 — 2014
Master's Degree, Taxation, Graduated with Honors
Minnesota State University, Mankato 2001 — 2005
Bachelor's Degree, Accounting, Mathematics (minor), Magna Cum Laude
CH2M HILL September 2008 - Present
The Pampered Chef February 2004 - June 2012
RSM McGladrey September 2007 - September 2008
RSM McGladrey January 2006 - September 2007
Boulay, Heutmaker, Zibell & Co January 2005 - April 2005
Skills
Corporate Tax, Tax, Income Tax, Tax Research, Tax Preparation, International Tax, Tax Accounting, CPA, Financial Analysis, GAAP
Education
Golden Gate University 2009 — 2014
Master's Degree, Taxation, Graduated with Honors
Minnesota State University, Mankato 2001 — 2005
Bachelor's Degree, Accounting, Mathematics (minor), Magna Cum Laude
Robert L. Shreiner Robert L. Shreiner's RSM McGladrey Experience 1987 - 1987
Job Partner at Cullar & Associates, PC, Certified Public Accountants
Industry Accounting
Experience
Cullar & Associates, PC, Certified Public Accountants 1989 - Present
Ernst & Young 1987 - 1989
RSM McGladrey 1987 - 1987
Skills
Financial Reporting, Accounting, Team Building, Auditing, Strategic Planning, GAAP, CPA, Leadership Development, Budgets, Financial Statement..., Governmental Auditing..., OMB Circular A-133, Reviews and Compilations, Financial Statement..., Personal Financial..., Internal Control..., Corporate Governance, US GAAP, Small Business, Internal Controls, Mergers & Acquisitions, Financial Statements, Income Tax, Corporate Tax, Financial Accounting, Tax Preparation, Tax, Tax Accounting, Financial Analysis, Managerial Finance
Education
Goshen College
B.A., Accounting, Economics
Cullar & Associates, PC, Certified Public Accountants 1989 - Present
Ernst & Young 1987 - 1989
RSM McGladrey 1987 - 1987
Skills
Financial Reporting, Accounting, Team Building, Auditing, Strategic Planning, GAAP, CPA, Leadership Development, Budgets, Financial Statement..., Governmental Auditing..., OMB Circular A-133, Reviews and Compilations, Financial Statement..., Personal Financial..., Internal Control..., Corporate Governance, US GAAP, Small Business, Internal Controls, Mergers & Acquisitions, Financial Statements, Income Tax, Corporate Tax, Financial Accounting, Tax Preparation, Tax, Tax Accounting, Financial Analysis, Managerial Finance
Education
Goshen College
B.A., Accounting, Economics
Jeff Gorman Jeff Gorman's RSM McGladrey Experience 1992 - 1996
Job Partner at AMH & RFID Solutions
Industry Information Technology and Services
Experience
AMH & RFID Solutions 2011 - Present
LodeStone Network, LLC 2010 - 2013
Premier Card Solutions 2009 - December 2010
John Roberts Company 2007 - 2009
Pinnacle Printing 2001 - 2007
Andcor Companies 1996 - 2001
RSM McGladrey 1992 - 1996
Education
Gustavus Adolphus College
AMH & RFID Solutions 2011 - Present
LodeStone Network, LLC 2010 - 2013
Premier Card Solutions 2009 - December 2010
John Roberts Company 2007 - 2009
Pinnacle Printing 2001 - 2007
Andcor Companies 1996 - 2001
RSM McGladrey 1992 - 1996
Education
Gustavus Adolphus College
KATHY CAPODICE KATHY CAPODICE's RSM McGladrey Experience August 1998 - December 2011
Job Partner at Gordon + Kramer
Industry Accounting
Experience
Gordon + Kramer January 2012 - Present
RSM McGladrey August 1998 - December 2011
Berger Goldstein 1989 - 1998
Arthur Andersen & Co. 1982 - 1989
Education
Duke University 1978 — 1981
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's degree, Taxation
Gordon + Kramer January 2012 - Present
RSM McGladrey August 1998 - December 2011
Berger Goldstein 1989 - 1998
Arthur Andersen & Co. 1982 - 1989
Education
Duke University 1978 — 1981
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's degree, Taxation
Greg Patterson, ASA Greg Patterson, ASA's RSM McGladrey Experience March 1999 - September 2007
Job Experienced in business valuation of private equities and litigation support.
Industry Capital Markets
Experience
HDH Advisors, LLC September 2007 - Present
RSM McGladrey March 1999 - September 2007
EMC Insurance Companies March 1996 - March 1999
Skills
Mergers & Acquisitions, Financial Services, Business Valuation, Valuation, Corporate Finance
Education
Des Moines Area Community College
Political Science
Simpson College
Buisiness Management, Economics
HDH Advisors, LLC September 2007 - Present
RSM McGladrey March 1999 - September 2007
EMC Insurance Companies March 1996 - March 1999
Skills
Mergers & Acquisitions, Financial Services, Business Valuation, Valuation, Corporate Finance
Education
Des Moines Area Community College
Political Science
Simpson College
Buisiness Management, Economics
Jane C. Cowles's RSM McGladrey Experience August 2008 - Present
Job McGladrey SALT
Industry Accounting
Experience
RSM McGladrey August 2008 - Present
Ernst & Young October 2006 - August 2008
Education
New York Law School 2005 — 2006
LLM, tax
Drew University
RSM McGladrey August 2008 - Present
Ernst & Young October 2006 - August 2008
Education
New York Law School 2005 — 2006
LLM, tax
Drew University
Aaron Sutter Aaron Sutter's RSM McGladrey Experience 2009 - 2010
Job MBA Candidate in Finance and Strategy at University of Michigan Stephen M. Ross School of Business
Industry Accounting
Experience
Target June 2015 - August 2015
JMC Steel Group 2012 - 2014
McGladrey 2011 - 2012
McGladrey 2010 - 2011
RSM McGladrey 2009 - 2010
Skills
Business Strategy, Financial Risk, Financial Modeling, Leadership, Operational Risk, Financial Statements, Internal Audit, Operational Audits, Financial Reporting, Financial Audits, Financial Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Goshen College 2006 — 2010
Bachelor's Degree, Accounting
Target June 2015 - August 2015
JMC Steel Group 2012 - 2014
McGladrey 2011 - 2012
McGladrey 2010 - 2011
RSM McGladrey 2009 - 2010
Skills
Business Strategy, Financial Risk, Financial Modeling, Leadership, Operational Risk, Financial Statements, Internal Audit, Operational Audits, Financial Reporting, Financial Audits, Financial Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Goshen College 2006 — 2010
Bachelor's Degree, Accounting
Don Natenstedt Don Natenstedt's RSM McGladrey Experience June 1977 - November 2011
Job Regional Managing Partner West Region
Industry Accounting
Experience
McGladrey LLP 1977 - Present
Mission Viejo Country Club 2012 - 2014
RSM McGladrey June 1977 - November 2011
Skills
Tax, Management, Leadership, Integration, Accounting, CPA, Mergers, Treasury Management, Corporate Tax, Forecasting, Mergers & Acquisitions, Change Management, Corporate Finance, Revenue Recognition, International Tax, Start-ups, Income Tax, Private Equity, Strategic Planning, Tax Research, Management Consulting, US GAAP, Managerial Finance, Strategy, Assurance, Financial Modeling, Enterprise Risk..., Risk Management, Partnership Taxation, Business Planning, Valuation, Consolidation, Strategic Financial..., Corporate Governance, Cash Management, Cash Flow, Acquisition Integration, Cost Accounting, External Audit, IFRS, Financial Statements, Tax Accounting, Financial Audits, Business Valuation, Tax Preparation, Tax Returns, Restructuring, General Ledger, Forensic Accounting, Internal Audit
Education
Golden Gate University 1985 — 1990
Masters, Taxation
University of Nevada-Reno 1972 — 1977
BS, Accounting
Wooster High School 1970 — 1973
High School, general
McGladrey LLP 1977 - Present
Mission Viejo Country Club 2012 - 2014
RSM McGladrey June 1977 - November 2011
Skills
Tax, Management, Leadership, Integration, Accounting, CPA, Mergers, Treasury Management, Corporate Tax, Forecasting, Mergers & Acquisitions, Change Management, Corporate Finance, Revenue Recognition, International Tax, Start-ups, Income Tax, Private Equity, Strategic Planning, Tax Research, Management Consulting, US GAAP, Managerial Finance, Strategy, Assurance, Financial Modeling, Enterprise Risk..., Risk Management, Partnership Taxation, Business Planning, Valuation, Consolidation, Strategic Financial..., Corporate Governance, Cash Management, Cash Flow, Acquisition Integration, Cost Accounting, External Audit, IFRS, Financial Statements, Tax Accounting, Financial Audits, Business Valuation, Tax Preparation, Tax Returns, Restructuring, General Ledger, Forensic Accounting, Internal Audit
Education
Golden Gate University 1985 — 1990
Masters, Taxation
University of Nevada-Reno 1972 — 1977
BS, Accounting
Wooster High School 1970 — 1973
High School, general
Liz George (LION)'s RSM McGladrey Experience July 1999 - August 2004
Job Live! by Liz Real Food Full Life
Industry Health, Wellness and Fitness
Experience
Live! by Liz - Real Food Full Life October 2011 - Present
ARAG North America May 2005 - October 2011
RSM McGladrey July 1999 - August 2004
Children & Families of Iowa October 1984 - July 1997
Skills
Insurance, Employee Benefits, Wellness, Human Resources, Coaching, Team Building, Nutrition, Lifestyle, Personal Development
Education
The Institute for Integrative Nutrition
Certified Health Coach
Des Moines Area Community College
A.S., Liberal Arts
Live! by Liz - Real Food Full Life October 2011 - Present
ARAG North America May 2005 - October 2011
RSM McGladrey July 1999 - August 2004
Children & Families of Iowa October 1984 - July 1997
Skills
Insurance, Employee Benefits, Wellness, Human Resources, Coaching, Team Building, Nutrition, Lifestyle, Personal Development
Education
The Institute for Integrative Nutrition
Certified Health Coach
Des Moines Area Community College
A.S., Liberal Arts
Kendra Kelly's RSM McGladrey Experience June 1994 - December 1998
Job Director, Marketing at ARAG North America
Industry Insurance
Experience
AMA Iowa July 2015 - Present
ARAG North America January 1999 - Present
AMA Iowa July 2014 - June 2015
AMA Iowa July 2013 - June 2014
AMA Iowa July 2011 - June 2013
AMA Iowa July 2008 - June 2011
RSM McGladrey June 1994 - December 1998
Skills
Public Relations, Direct Marketing, Corporate Communications, Marketing, Market Planning, Marketing Strategy, Internal Communications, Marketing Communications, Email Marketing, B2B, Leadership, Direct Mail, Management, Social Media Marketing, Integrated Marketing
Education
Drake University 1990 — 1994
Journalism & Mass Communications, Public Relations
St. Charles High School, St. Charles, IL 1986 — 1990
CLA Adaptive Leadership
AMA Iowa July 2015 - Present
ARAG North America January 1999 - Present
AMA Iowa July 2014 - June 2015
AMA Iowa July 2013 - June 2014
AMA Iowa July 2011 - June 2013
AMA Iowa July 2008 - June 2011
RSM McGladrey June 1994 - December 1998
Skills
Public Relations, Direct Marketing, Corporate Communications, Marketing, Market Planning, Marketing Strategy, Internal Communications, Marketing Communications, Email Marketing, B2B, Leadership, Direct Mail, Management, Social Media Marketing, Integrated Marketing
Education
Drake University 1990 — 1994
Journalism & Mass Communications, Public Relations
St. Charles High School, St. Charles, IL 1986 — 1990
CLA Adaptive Leadership
Daniel Conlon, Esq.'s RSM McGladrey Experience September 2009 - May 2012
Job
Industry Law Practice
Experience
Prosper Mineral Brokers, LLC September 2014 - Present
City of Pittsburgh June 2013 - June 2014
Supreme Court of Costa Rica May 2013 - June 2013
United States District Court December 2012 - May 2013
Pennsylvania Legal Aid Network May 2012 - August 2012
RSM McGladrey September 2009 - May 2012
Education
Duquesne University School of Law 2011 — 2014
JD, Law
North Park University 2002 — 2006
BA, Political Science, Business Administration, Magna Cum Laude GPA 3.87 / 4.0
Prosper Mineral Brokers, LLC September 2014 - Present
City of Pittsburgh June 2013 - June 2014
Supreme Court of Costa Rica May 2013 - June 2013
United States District Court December 2012 - May 2013
Pennsylvania Legal Aid Network May 2012 - August 2012
RSM McGladrey September 2009 - May 2012
Education
Duquesne University School of Law 2011 — 2014
JD, Law
North Park University 2002 — 2006
BA, Political Science, Business Administration, Magna Cum Laude GPA 3.87 / 4.0
Charles Webb's RSM McGladrey Experience November 2009 - November 2011
Job Partner Specializing in Tax Planning and Consulting
Industry Accounting
Experience
Cherry Bekaert December 2011 - Present
RSM McGladrey November 2009 - November 2011
Charles Webb & Associates 1993 - 2009
Internap Network Services 2002 - 2004
Deloitte & Touche 2000 - 2002
KPMG October 1998 - October 2000
Becker CPA Review 1993 - 1998
Moore Stephens Tiller LLC 1989 - 1992
Internal Revenue Service 1984 - 1987
Skills
Tax, International Tax, Tax Accounting, Tax Research, Income Tax, Corporate Tax
Education
Georgia State University 1989 — 1992
Master, Taxation
UNC-Greensboro 1981 — 1984
BS, Accounting/Business Adminstration
Cherry Bekaert December 2011 - Present
RSM McGladrey November 2009 - November 2011
Charles Webb & Associates 1993 - 2009
Internap Network Services 2002 - 2004
Deloitte & Touche 2000 - 2002
KPMG October 1998 - October 2000
Becker CPA Review 1993 - 1998
Moore Stephens Tiller LLC 1989 - 1992
Internal Revenue Service 1984 - 1987
Skills
Tax, International Tax, Tax Accounting, Tax Research, Income Tax, Corporate Tax
Education
Georgia State University 1989 — 1992
Master, Taxation
UNC-Greensboro 1981 — 1984
BS, Accounting/Business Adminstration
Ellen Huxtable Ellen Huxtable's RSM McGladrey Experience 2000 - 2002
Job Business innovation speaker, trainer and author; community board member at Fermi National Accelerator Laboratory
Industry Management Consulting
Experience
Advantage Business Concepts 2004 - Present
Fermi National Accelerator Laboratory 2010 - Present
Congregational Church of Batavia 2004 - Present
A Corporate Commitment to Humanity 2014 - 2014
Illinois Mathematics & Science Academy 2011 - 2014
Fox Valley Christian Action (Riverwoods) 2010 - 2014
Junior Achievement of Chicago 2009 - 2014
Collar County Angel Network 2012 - 2013
Batavia Public Access Television 2006 - 2012
RSM McGladrey 2000 - 2002
Skills
Strategic Planning, Group Presentations, Network Development, Creative Problem Solving, Large Group Facilitation, Management Consulting, Profitability, Change Management, Public Speaking, Marketing Strategy, Coaching, Process Improvement, New Business Development, Problem Solving, Business Strategy, Writing, Business Planning, Organizational..., Profit, Workshop Facilitation, Nonprofits, Strategy, Social Media, Management, Entrepreneurship, Start-ups, Analysis, Leadership, Operations Management, Small Business, Team Building, Training, Business Development, Marketing, Mergers & Acquisitions, Employee Training, Product Development, Program Management, Leadership Development, Marketing Communications, Event Planning, Dog Behavior, Strategic Partnerships, Budgets, Product Management, Consulting, Team Leadership, Cross-functional Team..., Executive Management, Public Relations
Education
Northwestern University - Kellogg School of Management 1974 — 1976
Masters of Management (MBA)
Northwestern University 1970 — 1974
BA
Francis W. Parker School 1966 — 1970
Advantage Business Concepts 2004 - Present
Fermi National Accelerator Laboratory 2010 - Present
Congregational Church of Batavia 2004 - Present
A Corporate Commitment to Humanity 2014 - 2014
Illinois Mathematics & Science Academy 2011 - 2014
Fox Valley Christian Action (Riverwoods) 2010 - 2014
Junior Achievement of Chicago 2009 - 2014
Collar County Angel Network 2012 - 2013
Batavia Public Access Television 2006 - 2012
RSM McGladrey 2000 - 2002
Skills
Strategic Planning, Group Presentations, Network Development, Creative Problem Solving, Large Group Facilitation, Management Consulting, Profitability, Change Management, Public Speaking, Marketing Strategy, Coaching, Process Improvement, New Business Development, Problem Solving, Business Strategy, Writing, Business Planning, Organizational..., Profit, Workshop Facilitation, Nonprofits, Strategy, Social Media, Management, Entrepreneurship, Start-ups, Analysis, Leadership, Operations Management, Small Business, Team Building, Training, Business Development, Marketing, Mergers & Acquisitions, Employee Training, Product Development, Program Management, Leadership Development, Marketing Communications, Event Planning, Dog Behavior, Strategic Partnerships, Budgets, Product Management, Consulting, Team Leadership, Cross-functional Team..., Executive Management, Public Relations
Education
Northwestern University - Kellogg School of Management 1974 — 1976
Masters of Management (MBA)
Northwestern University 1970 — 1974
BA
Francis W. Parker School 1966 — 1970
Feng Chen, CPA Feng Chen, CPA's RSM McGladrey Experience 2006 - 2009
Job Director & Cofounder at Apex International Education Partners
Industry Financial Services
Experience
Apex International Education Partners March 2011 - Present
Apex Youth Foundation, Inc. 2009 - Present
Ernst & Young 2009 - February 2013
McGladrey & Pullen 2006 - 2009
RSM McGladrey 2006 - 2009
UBS Investment Bank June 2007 - August 2007
Pitney Bowes May 2005 - September 2005
Skills
Financial Modeling
Education
Fairfield University 2008 — 2009
Master, Accounting
Fairfield University 2004 — 2008
B.S., Finance & Accounting (Magna Cum Laude)
University of International Business and Economics 2006 — 2007
Apex International Education Partners March 2011 - Present
Apex Youth Foundation, Inc. 2009 - Present
Ernst & Young 2009 - February 2013
McGladrey & Pullen 2006 - 2009
RSM McGladrey 2006 - 2009
UBS Investment Bank June 2007 - August 2007
Pitney Bowes May 2005 - September 2005
Skills
Financial Modeling
Education
Fairfield University 2008 — 2009
Master, Accounting
Fairfield University 2004 — 2008
B.S., Finance & Accounting (Magna Cum Laude)
University of International Business and Economics 2006 — 2007
Amanda Snyder Amanda Snyder's RSM McGladrey Experience July 1999 - November 2000
Job CPA, Specializing in Small businesses & Individuals
Industry Accounting
Experience
Image du Jour Photography July 2011 - Present
Amanda & Company - CPA September 2007 - Present
ControlFreek, Inc December 2006 - Present
Debbie Mumm, Inc August 2005 - June 2009
Pantrol, Inc August 2001 - October 2004
LeMaster & Daniels December 1996 - June 2001
RSM McGladrey July 1999 - November 2000
Skills
Accounting, Tax, Financial Reporting, Quickbooks, Small Business
Education
Eastern Washington University 1992 — 1996
B.A.
Riverside High School, Chattaroy, WA 1988 — 1992
Image du Jour Photography July 2011 - Present
Amanda & Company - CPA September 2007 - Present
ControlFreek, Inc December 2006 - Present
Debbie Mumm, Inc August 2005 - June 2009
Pantrol, Inc August 2001 - October 2004
LeMaster & Daniels December 1996 - June 2001
RSM McGladrey July 1999 - November 2000
Skills
Accounting, Tax, Financial Reporting, Quickbooks, Small Business
Education
Eastern Washington University 1992 — 1996
B.A.
Riverside High School, Chattaroy, WA 1988 — 1992
David Kingsland's RSM McGladrey Experience July 2006 - November 2007
Job Director, Internal Audit at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2013 - Present
Fannie Mae July 2011 - May 2013
Fannie Mae August 2009 - July 2011
Fannie Mae December 2007 - August 2009
RSM McGladrey July 2006 - November 2007
Skills
Sarbanes-Oxley Act, Internal Audit, Financial Audits, Financial Reporting, Valuation Modeling, Risk Management, Financial Risk, Process Improvement, Risk Assessment, Credit Risk
Education
Georgetown University - The McDonough School of Business 2010 — 2013
MBA
Duke University 2002 — 2006
BA, Markets and Management, History
Fannie Mae June 2013 - Present
Fannie Mae July 2011 - May 2013
Fannie Mae August 2009 - July 2011
Fannie Mae December 2007 - August 2009
RSM McGladrey July 2006 - November 2007
Skills
Sarbanes-Oxley Act, Internal Audit, Financial Audits, Financial Reporting, Valuation Modeling, Risk Management, Financial Risk, Process Improvement, Risk Assessment, Credit Risk
Education
Georgetown University - The McDonough School of Business 2010 — 2013
MBA
Duke University 2002 — 2006
BA, Markets and Management, History
Jackie Millar Jackie Millar's RSM McGladrey Experience January 2004 - January 2007
Job Director at WTAS
Industry Accounting
Experience
WTAS January 2007 - Present
RSM McGladrey January 2004 - January 2007
Skills
Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Returns, High Net Worth..., Tax Research, Tax Accounting, Trusts
Education
Fairfield University 1999 — 2003
Bachelor's of Science, Accounting
WTAS January 2007 - Present
RSM McGladrey January 2004 - January 2007
Skills
Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Returns, High Net Worth..., Tax Research, Tax Accounting, Trusts
Education
Fairfield University 1999 — 2003
Bachelor's of Science, Accounting
Ellen Crowley Ellen Crowley's RSM McGladrey Experience March 2006 - April 2010
Job Human Resources Manager at Sabey Corporation
Industry Human Resources
Experience
University of Washington, Michael G. Foster School of Business September 2010 - December 2010
RSM McGladrey March 2006 - April 2010
University of Washington, Michael G. Foster School of Business March 2001 - March 2006
ESCO LLC / Component Resources March 1999 - March 2001
Pyro Industries 1998 - 1999
Los Alamos National Laboratory October 1985 - April 1987
Skills
Recruiting, Employee Relations, Project Management, Onboarding, College Recruiting, Human Resources, Employee Engagement, Talent Acquisition, Applicant Tracking..., Career Development, Hiring, Internet Recruiting, Payroll, Employee Benefits, Account Management, Employment Law, Research, Strategy, Temporary Placement, Job Descriptions, Management, Business Development, Performance Appraisal, Career Counseling, Internal Communications
Education
SPHR 2009 — 2009
SENIOR PROFESSIONAL HUMAN RESOURCES
Penn State University 1981 — 1984
MA, Economics
Gonzaga University 1977 — 1981
BA, Economics & Political Science
University of Washington, Michael G. Foster School of Business September 2010 - December 2010
RSM McGladrey March 2006 - April 2010
University of Washington, Michael G. Foster School of Business March 2001 - March 2006
ESCO LLC / Component Resources March 1999 - March 2001
Pyro Industries 1998 - 1999
Los Alamos National Laboratory October 1985 - April 1987
Skills
Recruiting, Employee Relations, Project Management, Onboarding, College Recruiting, Human Resources, Employee Engagement, Talent Acquisition, Applicant Tracking..., Career Development, Hiring, Internet Recruiting, Payroll, Employee Benefits, Account Management, Employment Law, Research, Strategy, Temporary Placement, Job Descriptions, Management, Business Development, Performance Appraisal, Career Counseling, Internal Communications
Education
SPHR 2009 — 2009
SENIOR PROFESSIONAL HUMAN RESOURCES
Penn State University 1981 — 1984
MA, Economics
Gonzaga University 1977 — 1981
BA, Economics & Political Science
Darryl Rochford Darryl Rochford's RSM McGladrey Experience 2000 - 2006
Job IT Professional With Extensive Help Desk Experience
Industry Information Technology and Services
Experience
The Chicago Lighthouse for People Who Are Blind or Visually Impaired November 2010 - Present
Kositzka, Wicks and Company 2006 - 2009
RSM McGladrey 2000 - 2006
Keller Bruner & Company, LLC 1996 - 2000
Skills
Active Directory, Windows Server, Microsoft Exchange, XP, Servers, Citrix, Technical Support, Hardware, Vendor Management, IIS, Windows, Help Desk Support, Integration, Program Management, Laptops, Microsoft Office, Strategic Planning, Outlook, Process Improvement, Disaster Recovery, Software, VoIP
Education
St. Ambrose University 2013 — 2016
Masters of Information Technology, Management Information Systems, General
Marist College 1987 — 1991
BA, Communications
George Mason University
The Chicago Lighthouse for People Who Are Blind or Visually Impaired November 2010 - Present
Kositzka, Wicks and Company 2006 - 2009
RSM McGladrey 2000 - 2006
Keller Bruner & Company, LLC 1996 - 2000
Skills
Active Directory, Windows Server, Microsoft Exchange, XP, Servers, Citrix, Technical Support, Hardware, Vendor Management, IIS, Windows, Help Desk Support, Integration, Program Management, Laptops, Microsoft Office, Strategic Planning, Outlook, Process Improvement, Disaster Recovery, Software, VoIP
Education
St. Ambrose University 2013 — 2016
Masters of Information Technology, Management Information Systems, General
Marist College 1987 — 1991
BA, Communications
George Mason University
Carol Seto, CPA Carol Seto, CPA's RSM McGladrey Experience January 2007 - August 2009
Job Tax Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2012 - Present
State Street Alternative Investment Solutions January 2011 - August 2012
Gray, Gray & Gray October 2009 - January 2011
RSM McGladrey January 2007 - August 2009
Deloitte June 1986 - January 2007
Skills
Tax, Private Equity, Real Estate, Tax Compliance, Alternative Investments, Tax Services, Investment Fund..., Investments, Financial Reporting, Financial Services
Education
Georgetown University 1987 — 1989
MST, Taxation
Northeastern University 1981 — 1985
BS, Accounting
Grant Thornton LLP October 2012 - Present
State Street Alternative Investment Solutions January 2011 - August 2012
Gray, Gray & Gray October 2009 - January 2011
RSM McGladrey January 2007 - August 2009
Deloitte June 1986 - January 2007
Skills
Tax, Private Equity, Real Estate, Tax Compliance, Alternative Investments, Tax Services, Investment Fund..., Investments, Financial Reporting, Financial Services
Education
Georgetown University 1987 — 1989
MST, Taxation
Northeastern University 1981 — 1985
BS, Accounting
Tom Emison's RSM McGladrey Experience April 1997 - March 2011
Job Vice President Strategy and Innovation at KrausAnderson Construction Company
Industry Management Consulting
Experience
Kraus-Anderson Construction Company August 2015 - Present
National Multiple Sclerosis Society, Minnesota Chapter 2011 - Present
EideBailly LLP April 2011 - August 2015
RSM McGladrey April 1997 - March 2011
Grant Thornton, LLP January 1994 - January 1997
Skills
Strategic Planning, Mission, Vision, Values, Executive Coaching, Management Consulting, Strategy, Organizational..., Business Planning, Leadership, New Business Development, Project Planning, Management, Business Development, CRM, Analysis, Entrepreneurship, Consulting, Fundraising, Business Intelligence, Public Speaking, Marketing, Team Management
Education
Hamline University 1981 — 1984
English Composition
Kraus-Anderson Construction Company August 2015 - Present
National Multiple Sclerosis Society, Minnesota Chapter 2011 - Present
EideBailly LLP April 2011 - August 2015
RSM McGladrey April 1997 - March 2011
Grant Thornton, LLP January 1994 - January 1997
Skills
Strategic Planning, Mission, Vision, Values, Executive Coaching, Management Consulting, Strategy, Organizational..., Business Planning, Leadership, New Business Development, Project Planning, Management, Business Development, CRM, Analysis, Entrepreneurship, Consulting, Fundraising, Business Intelligence, Public Speaking, Marketing, Team Management
Education
Hamline University 1981 — 1984
English Composition
Brent McClure's RSM McGladrey Experience February 1999 - July 2006
Job Manager Tax at Kerber, Eck & Braeckel LLP
Industry Accounting
Experience
Kerber, Eck & Braeckel LLP December 2010 - Present
Kiesling Associates LLP July 2006 - December 2010
RSM McGladrey February 1999 - July 2006
Arthur Anderson August 1995 - February 1999
Skills
Tax, Tax Preparation, Income Tax
Education
Des Moines University-Osteopathic Medical Center 2006 — 2009
MHA Cert
University of Houston 1993 — 1995
MBA, Taxation
University of Northern Iowa 1989 — 1993
BA, Finance
Kerber, Eck & Braeckel LLP December 2010 - Present
Kiesling Associates LLP July 2006 - December 2010
RSM McGladrey February 1999 - July 2006
Arthur Anderson August 1995 - February 1999
Skills
Tax, Tax Preparation, Income Tax
Education
Des Moines University-Osteopathic Medical Center 2006 — 2009
MHA Cert
University of Houston 1993 — 1995
MBA, Taxation
University of Northern Iowa 1989 — 1993
BA, Finance
Lokesh Bobby Bhatia, CPA Lokesh Bobby Bhatia, CPA's RSM McGladrey Experience January 2005 - July 2006
Job Tax Manager at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP August 2015 - Present
Cherry Bekaert LLP May 2014 - Present
Meso Scale Discovery July 2011 - March 2014
Argy, Wiltse & Robinson, P.C. April 2010 - July 2011
Argy, Wiltse & Robinson, P.C. August 2008 - April 2010
PBGH, LLP July 2006 - August 2008
RSM McGladrey January 2005 - July 2006
Skills
Accounting, Tax, Income Tax, Tax Accounting, Internal Controls, Tax Returns, Due Diligence, Tax Research, CPA, Mergers & Acquisitions, Tax Compliance, Corporate Tax Planning, Management
Education
Eastern New Mexico University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
George Mason University - School of Management 2001 — 2005
BACHELOR'S, ACCOUNTING
Cherry Bekaert LLP August 2015 - Present
Cherry Bekaert LLP May 2014 - Present
Meso Scale Discovery July 2011 - March 2014
Argy, Wiltse & Robinson, P.C. April 2010 - July 2011
Argy, Wiltse & Robinson, P.C. August 2008 - April 2010
PBGH, LLP July 2006 - August 2008
RSM McGladrey January 2005 - July 2006
Skills
Accounting, Tax, Income Tax, Tax Accounting, Internal Controls, Tax Returns, Due Diligence, Tax Research, CPA, Mergers & Acquisitions, Tax Compliance, Corporate Tax Planning, Management
Education
Eastern New Mexico University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
George Mason University - School of Management 2001 — 2005
BACHELOR'S, ACCOUNTING
LaTawnya Johnson's RSM McGladrey Experience 2004 - 2005
Job IT Vendor Management Specialist
Industry Computer Software
Experience
Adobe Systems April 2005 - Present
RSM McGladrey 2004 - 2005
Skills
Certified Software..., Certified Hardware..., Vendor Management, Certified Software..., IT Management, IT Asset Management, ITIL, Managed Services, Windows Server, IT Operations, Account Management, Program Management, Cloud Computing, Project Management, SaaS, Enterprise Software, Security, Process Improvement, Management, Business Intelligence, Integration, Business Analysis
Education
Grambling State University 1994 — 2008
BS, Electronics Engineering Technology
Grambling State University
Adobe Systems April 2005 - Present
RSM McGladrey 2004 - 2005
Skills
Certified Software..., Certified Hardware..., Vendor Management, Certified Software..., IT Management, IT Asset Management, ITIL, Managed Services, Windows Server, IT Operations, Account Management, Program Management, Cloud Computing, Project Management, SaaS, Enterprise Software, Security, Process Improvement, Management, Business Intelligence, Integration, Business Analysis
Education
Grambling State University 1994 — 2008
BS, Electronics Engineering Technology
Grambling State University
Alicia Farnum's RSM McGladrey Experience 2005 - 2006
Job Small Group Manager at Ameritas
Industry Financial Services
Experience
Ameritas May 2012 - Present
BASIC September 2009 - May 2012
Perquest, Inc. September 2007 - September 2009
RSM McGladrey 2005 - 2006
Automated Data Processing, Inc 2003 - 2005
Administaff, Inc. 2002 - 2003
Employease, Inc. 2000 - 2001
Paychex 1995 - 1998
Skills
COBRA, FMLA, HRA, HRIS, FSA, Health Savings Accounts, Non-profits, Employee Benefits, Benefits Administration, Payroll, Insurance, Salesforce.com, Employee Relations, 401k, Performance Management, Recruiting, Human Resources, Workers Compensation, Cold Calling, Account Management
Education
Georgia Southern University 1988 — 1993
BA, Communication Arts
Ameritas May 2012 - Present
BASIC September 2009 - May 2012
Perquest, Inc. September 2007 - September 2009
RSM McGladrey 2005 - 2006
Automated Data Processing, Inc 2003 - 2005
Administaff, Inc. 2002 - 2003
Employease, Inc. 2000 - 2001
Paychex 1995 - 1998
Skills
COBRA, FMLA, HRA, HRIS, FSA, Health Savings Accounts, Non-profits, Employee Benefits, Benefits Administration, Payroll, Insurance, Salesforce.com, Employee Relations, 401k, Performance Management, Recruiting, Human Resources, Workers Compensation, Cold Calling, Account Management
Education
Georgia Southern University 1988 — 1993
BA, Communication Arts
Francis Ikwueme Francis Ikwueme's RSM McGladrey Experience June 2007 - May 2008
Job Senior Accountant at Planet Hollywood International
Industry Accounting
Experience
Planet Hollywood International October 2013 - Present
Margaritaville July 2012 - October 2013
Smokey Bones February 2010 - July 2012
Wyndham Vacation Ownership August 2009 - January 2010
Houghton-Mifflin Harcourt March 2009 - April 2009
Starwood Vacation Ownership September 2008 - December 2008
RSM McGladrey June 2007 - May 2008
BDO Seidman, LLP January 2006 - April 2006
Nucraft Furniture May 2005 - December 2005
Skills
PeopleSoft, Accounting, Sarbanes-Oxley Act
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master of Business Administration (MBA), Accounting
Grand Valley State University 2004 — 2006
Bachelor of Business Administration, Accounting
Calvin College
Bachelor of Business Administration, Finance
Planet Hollywood International October 2013 - Present
Margaritaville July 2012 - October 2013
Smokey Bones February 2010 - July 2012
Wyndham Vacation Ownership August 2009 - January 2010
Houghton-Mifflin Harcourt March 2009 - April 2009
Starwood Vacation Ownership September 2008 - December 2008
RSM McGladrey June 2007 - May 2008
BDO Seidman, LLP January 2006 - April 2006
Nucraft Furniture May 2005 - December 2005
Skills
PeopleSoft, Accounting, Sarbanes-Oxley Act
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master of Business Administration (MBA), Accounting
Grand Valley State University 2004 — 2006
Bachelor of Business Administration, Accounting
Calvin College
Bachelor of Business Administration, Finance
Louise Priest Louise Priest's RSM McGladrey Experience 1983 - 2003
Job Tax Manager at Clifton LarsonAllen
Industry Accounting
Experience
Clifton Larson Allen July 2008 - Present
Schreiner Legge & Co January 2004 - July 2008
RSM McGladrey 1983 - 2003
Skills
CPA, Tax Research, Income Tax, Estate Law, Tax Accounting, Trusts, Estate Tax Planning, Gift Tax, Tax, Corporate Tax, Tax Returns, Tax Law
Education
Fordham University 1964 — 1968
BA, Economics
Clifton Larson Allen July 2008 - Present
Schreiner Legge & Co January 2004 - July 2008
RSM McGladrey 1983 - 2003
Skills
CPA, Tax Research, Income Tax, Estate Law, Tax Accounting, Trusts, Estate Tax Planning, Gift Tax, Tax, Corporate Tax, Tax Returns, Tax Law
Education
Fordham University 1964 — 1968
BA, Economics
Ken Nofziger Ken Nofziger's RSM McGladrey Experience January 1991 - February 2000
Job President at Murray Wise Associates
Industry Investment Banking
Experience
Murray Wise Associates LLC 2010 - Present
Westchester Group Inc February 2010 - January 2011
Duff & Phelps September 2000 - March 2010
RSM McGladrey January 1991 - February 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA
Western Illinois University 1986 — 1990
B.S., Accounting
Murray Wise Associates LLC 2010 - Present
Westchester Group Inc February 2010 - January 2011
Duff & Phelps September 2000 - March 2010
RSM McGladrey January 1991 - February 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA
Western Illinois University 1986 — 1990
B.S., Accounting
DeGrandis, Ron DeGrandis, Ron's RSM McGladrey Experience
Job Partner McGladrey LLP
Industry Accounting
Experience
RSM McGladrey
Skills
Due Diligence, Financial Analysis, CPA, Accounting, Financial Reporting, Mergers & Acquisitions, Tax, Auditing, Business Valuation, Corporate Tax, Tax Accounting, Tax Preparation, GAAP, SEC filings, Tax Research, Income Tax, US GAAP
Education
Georgetown University
RSM McGladrey
Skills
Due Diligence, Financial Analysis, CPA, Accounting, Financial Reporting, Mergers & Acquisitions, Tax, Auditing, Business Valuation, Corporate Tax, Tax Accounting, Tax Preparation, GAAP, SEC filings, Tax Research, Income Tax, US GAAP
Education
Georgetown University
Scott Krzyzanowski Scott Krzyzanowski's RSM McGladrey Experience January 2002 - January 2011
Job Tax Director at Williams+Callan, PLLC
Industry Accounting
Experience
Williams+Callan, PLLC January 2011 - Present
RSM McGladrey January 2002 - January 2011
United Parcel Service 1993 - 2001
Skills
Tax, Accounting, Income Tax, Corporate Tax, Mergers, Tax Compliance, High Net Worth..., Tax Services, Partnership Taxation, Tax Preparation, Tax Accounting, CPA, International Tax, Mergers & Acquisitions, Tax Research, US Tax, Tax Returns
Education
Golden Gate University 2005 — 2012
Masters in Taxation
University of Washington, Michael G. Foster School of Business 1992 — 2000
Lindbergh
Williams+Callan, PLLC January 2011 - Present
RSM McGladrey January 2002 - January 2011
United Parcel Service 1993 - 2001
Skills
Tax, Accounting, Income Tax, Corporate Tax, Mergers, Tax Compliance, High Net Worth..., Tax Services, Partnership Taxation, Tax Preparation, Tax Accounting, CPA, International Tax, Mergers & Acquisitions, Tax Research, US Tax, Tax Returns
Education
Golden Gate University 2005 — 2012
Masters in Taxation
University of Washington, Michael G. Foster School of Business 1992 — 2000
Lindbergh
Jennifer Heider's RSM McGladrey Experience August 2009 - September 2010
Job .
Industry Accounting
Experience
Tupperware Brands February 2015 - April 2015
PwC June 2012 - March 2014
PwC September 2010 - June 2012
RSM McGladrey August 2009 - September 2010
Ansell Healthcare February 2008 - July 2009
Deloitte September 2005 - February 2008
Amper Politziner Mattia PC August 2004 - September 2005
Ernst & Young January 2003 - August 2004
Skills
International Tax, Tax Research, Tax Accounting, Tax Advisory, Corporate Tax, Tax, Income Tax, Tax Law
Education
Fairleigh Dickinson University 1998 — 2006
Master of Science (MS), Taxation
Tupperware Brands February 2015 - April 2015
PwC June 2012 - March 2014
PwC September 2010 - June 2012
RSM McGladrey August 2009 - September 2010
Ansell Healthcare February 2008 - July 2009
Deloitte September 2005 - February 2008
Amper Politziner Mattia PC August 2004 - September 2005
Ernst & Young January 2003 - August 2004
Skills
International Tax, Tax Research, Tax Accounting, Tax Advisory, Corporate Tax, Tax, Income Tax, Tax Law
Education
Fairleigh Dickinson University 1998 — 2006
Master of Science (MS), Taxation
Christy Oldani Christy Oldani's RSM McGladrey Experience July 2002 - 2004
Job Marketing and Business Development Leader BKD, LLP CPAs and Advisors
Industry Accounting
Experience
BKD 2012 - Present
United Way of Greater St. Louis January 2009 - Present
McGladrey July 2004 - August 2012
RSM McGladrey July 2002 - 2004
BKD, LLP 1998 - 2002
Skills
Mergers, Marketing Strategy, Marketing Communications, Due Diligence, Internal Audit, Business Development, Marketing, Strategy, Lead Generation, Management, Public Relations, Integrated Marketing, Mergers & Acquisitions, Training, Leadership, Program Management, Marketing Management, Newsletters, Business Planning, Market Research, Financial Analysis, Strategic Planning
Education
Drury University 1994 — 1998
B.A. degree, Communication, Environmental Science
Glendale High School
BKD 2012 - Present
United Way of Greater St. Louis January 2009 - Present
McGladrey July 2004 - August 2012
RSM McGladrey July 2002 - 2004
BKD, LLP 1998 - 2002
Skills
Mergers, Marketing Strategy, Marketing Communications, Due Diligence, Internal Audit, Business Development, Marketing, Strategy, Lead Generation, Management, Public Relations, Integrated Marketing, Mergers & Acquisitions, Training, Leadership, Program Management, Marketing Management, Newsletters, Business Planning, Market Research, Financial Analysis, Strategic Planning
Education
Drury University 1994 — 1998
B.A. degree, Communication, Environmental Science
Glendale High School
Vicki Buening, CPA, CVA Vicki Buening, CPA, CVA's RSM McGladrey Experience December 1999 - November 2009
Job Senior Manager in CPA firm, providing Tax and Business Valuation services.
Industry Accounting
Experience
Wipfli LLP June 2015 - Present
CPA and Accounting firm with 30+ employees July 2012 - June 2015
Dane County Fair Board 2009 - 2015
Madison Scuba November 2005 - 2013
CliftonLarsonAllen November 2009 - July 2012
McGladrey & Pullen December 1999 - November 2009
RSM McGladrey December 1999 - November 2009
E & S Electric, Inc, 1990 - 1999
Skills
Financial Planners, Tax Preparation, Corporate Tax, Income Tax, Tax Accounting, Tax, CPA, Tax Returns, Sales Tax, Accounting, Tax Research, GAAP, Small Business, Financial Statements, Budgets, Partnership Taxation, ProSystem fx Tax
Education
National Association of Business Valuation (NACVA) 2012 — 2012
CVA
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Master in Taxation
Upper Iowa University 1994 — 1997
BS
Wipfli LLP June 2015 - Present
CPA and Accounting firm with 30+ employees July 2012 - June 2015
Dane County Fair Board 2009 - 2015
Madison Scuba November 2005 - 2013
CliftonLarsonAllen November 2009 - July 2012
McGladrey & Pullen December 1999 - November 2009
RSM McGladrey December 1999 - November 2009
E & S Electric, Inc, 1990 - 1999
Skills
Financial Planners, Tax Preparation, Corporate Tax, Income Tax, Tax Accounting, Tax, CPA, Tax Returns, Sales Tax, Accounting, Tax Research, GAAP, Small Business, Financial Statements, Budgets, Partnership Taxation, ProSystem fx Tax
Education
National Association of Business Valuation (NACVA) 2012 — 2012
CVA
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Master in Taxation
Upper Iowa University 1994 — 1997
BS
Danyelle Boekholder's RSM McGladrey Experience November 2004 - March 2008
Job MBA, CVA
Industry Management Consulting
Experience
Eurofins April 2008 - Present
RSM McGladrey November 2004 - March 2008
Hubbell Realty May 2003 - October 2004
Wells Fargo Home Mortgage 2002 - 2003
Wells Fargo Financial 2000 - 2002
Exide Technologies 1993 - 2000
Skills
Financial Analysis, Budgeting, Internal Audit, Business Process..., Due Diligence, Mergers, Financial Modeling, Business Planning, Excel, Microsoft Office, Risk Management, Negotiation, Customer Relations, PowerPoint, Word, Strategic Planning, Real Estate, ERP, Management Consulting, Contract Negotiation, Business Strategy, Corporate Finance, Portfolio Management, Budgets, Mergers & Acquisitions, Project Management, Accounting, Contract Management, Leadership, Management, Analysis
Education
Drake University 2000 — 2002
MBA, Finance, Portfolio Mgmt
William Penn College 1997 — 1999
BA, Business Administration
Eurofins April 2008 - Present
RSM McGladrey November 2004 - March 2008
Hubbell Realty May 2003 - October 2004
Wells Fargo Home Mortgage 2002 - 2003
Wells Fargo Financial 2000 - 2002
Exide Technologies 1993 - 2000
Skills
Financial Analysis, Budgeting, Internal Audit, Business Process..., Due Diligence, Mergers, Financial Modeling, Business Planning, Excel, Microsoft Office, Risk Management, Negotiation, Customer Relations, PowerPoint, Word, Strategic Planning, Real Estate, ERP, Management Consulting, Contract Negotiation, Business Strategy, Corporate Finance, Portfolio Management, Budgets, Mergers & Acquisitions, Project Management, Accounting, Contract Management, Leadership, Management, Analysis
Education
Drake University 2000 — 2002
MBA, Finance, Portfolio Mgmt
William Penn College 1997 — 1999
BA, Business Administration
Kevin T. Day Kevin T. Day's RSM McGladrey Experience March 1997 - May 1998
Job President / CEO at State Bank of Waterloo
Industry Banking
Experience
State Bank Of Waterloo September 2013 - Present
St. Johns Bank and Trust July 2011 - September 2013
Midland States Bank March 2005 - July 2011
Independent Bankers Bank June 1999 - March 2005
The First National Bank May 1998 - June 1999
RSM McGladrey March 1997 - May 1998
Central National Bank March 1993 - March 1997
Skills
Hospitality, Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Budgets, Coaching, Commercial Real Estate, Credit Analysis, Financial Risk, Human Resources, Financial Analysis, Customer Service, Loans, Management, Mortgage Lending, Portfolio Management, Real Estate, Retail, Risk Management, Sales, Selling, Small Business Lending
Education
Eastern Illinois University 1988 — 1992
BS, Finance / Economics
Prairie Central High School 1985 — 1988
State Bank Of Waterloo September 2013 - Present
St. Johns Bank and Trust July 2011 - September 2013
Midland States Bank March 2005 - July 2011
Independent Bankers Bank June 1999 - March 2005
The First National Bank May 1998 - June 1999
RSM McGladrey March 1997 - May 1998
Central National Bank March 1993 - March 1997
Skills
Hospitality, Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Budgets, Coaching, Commercial Real Estate, Credit Analysis, Financial Risk, Human Resources, Financial Analysis, Customer Service, Loans, Management, Mortgage Lending, Portfolio Management, Real Estate, Retail, Risk Management, Sales, Selling, Small Business Lending
Education
Eastern Illinois University 1988 — 1992
BS, Finance / Economics
Prairie Central High School 1985 — 1988
Tammy Parker, SPHR's RSM McGladrey Experience October 1998 - March 2007
Job RECRUITING DIRECTOR. We are seeking CPAs for our clients throughout the U.S. See below for list of NEW positions.
Industry Human Resources
Experience
Staff Accountants, Inc. April 2009 - Present
Cherry, Bekaert & Holland April 2007 - April 2009
RSM McGladrey October 1998 - March 2007
Skills
Personnel Management, Negotiation, Employee Benefits, Payroll, Succession Planning, Employee Relations, Benefits Administration, Talent Acquisition, Onboarding, Performance Management, Talent Management, Human Resources, HRIS, Interviews, Training, Accounting
Education
Gardner-Webb University
B.S., Management Information Systems
Staff Accountants, Inc. April 2009 - Present
Cherry, Bekaert & Holland April 2007 - April 2009
RSM McGladrey October 1998 - March 2007
Skills
Personnel Management, Negotiation, Employee Benefits, Payroll, Succession Planning, Employee Relations, Benefits Administration, Talent Acquisition, Onboarding, Performance Management, Talent Management, Human Resources, HRIS, Interviews, Training, Accounting
Education
Gardner-Webb University
B.S., Management Information Systems
Denise Courtney Denise Courtney's RSM McGladrey Experience March 2007 - August 2008
Job Special Nutrition Programs Training Specialist at MA Department of Elementary and Secondary Education
Industry Medical Practice
Experience
MA Department of Elementary and Secondary Education April 2014 - Present
UMass Boston September 2012 - Present
Boston University January 2014 - January 2015
Newton-Wellesley Hospital October 2011 - April 2014
Beth Israel Deaconess Medical Center January 2011 - October 2012
USDA June 2010 - April 2011
Umass Extension October 2010 - December 2010
Boston Medical Center August 2010 - October 2010
South Shore Hospital February 2009 - March 2010
RSM McGladrey March 2007 - August 2008
Skills
Higher Education, Marketing, Event Planning, Nutrition, Public Speaking, Nutrition Education, Healthcare, Diabetes, Treatment, Time Management, Public Health, Nutritional Counseling, Health Education, Wellness, Health Promotion, Microsoft Office, Microsoft Word
Education
Framingham State University 2008 — 2011
M.S, Coordinated Program in Dietetics
University of Massachusetts, Amherst 1998 — 2002
B.A, Economics
MA Department of Elementary and Secondary Education April 2014 - Present
UMass Boston September 2012 - Present
Boston University January 2014 - January 2015
Newton-Wellesley Hospital October 2011 - April 2014
Beth Israel Deaconess Medical Center January 2011 - October 2012
USDA June 2010 - April 2011
Umass Extension October 2010 - December 2010
Boston Medical Center August 2010 - October 2010
South Shore Hospital February 2009 - March 2010
RSM McGladrey March 2007 - August 2008
Skills
Higher Education, Marketing, Event Planning, Nutrition, Public Speaking, Nutrition Education, Healthcare, Diabetes, Treatment, Time Management, Public Health, Nutritional Counseling, Health Education, Wellness, Health Promotion, Microsoft Office, Microsoft Word
Education
Framingham State University 2008 — 2011
M.S, Coordinated Program in Dietetics
University of Massachusetts, Amherst 1998 — 2002
B.A, Economics
Chandra Smith Chandra Smith's RSM McGladrey Experience 2002 - 2008
Job Senior Accounting Analyst Reporting and Analysis BP Americas GBS (Global Business Services)
Industry Oil & Energy
Experience
BP February 2013 - Present
BP May 2010 - February 2013
BP America May 2008 - June 2010
RSM McGladrey 2002 - 2008
Skills
Corporate Tax, Income Tax, Tax Preparation, Sarbanes-Oxley, Financial Reporting, Internal Control..., Bookkeeping, Customer Service, Community Outreach, Microsoft Excel, Corporate Finance, Financial Analysis, Auditing, Team Leadership, Teamwork, Teaching, Payroll, Retail, Banking, Cashiering, Financial Forecasting, Variance Analysis, General Ledger, Analysis, Sarbanes-Oxley Act
Education
Northern Illinois University - College of Business 2000 — 2002
Master's degree, Accounting
Northern Illinois University 1999 — 2000
Bachelor of Applied Science (BASc), Accounting
Elgin Community College 1994 — 1998
Associate of Science (A.S.), Accounting
BP February 2013 - Present
BP May 2010 - February 2013
BP America May 2008 - June 2010
RSM McGladrey 2002 - 2008
Skills
Corporate Tax, Income Tax, Tax Preparation, Sarbanes-Oxley, Financial Reporting, Internal Control..., Bookkeeping, Customer Service, Community Outreach, Microsoft Excel, Corporate Finance, Financial Analysis, Auditing, Team Leadership, Teamwork, Teaching, Payroll, Retail, Banking, Cashiering, Financial Forecasting, Variance Analysis, General Ledger, Analysis, Sarbanes-Oxley Act
Education
Northern Illinois University - College of Business 2000 — 2002
Master's degree, Accounting
Northern Illinois University 1999 — 2000
Bachelor of Applied Science (BASc), Accounting
Elgin Community College 1994 — 1998
Associate of Science (A.S.), Accounting
Bobby Edmundowicz Bobby Edmundowicz's RSM McGladrey Experience April 2007 - August 2007
Job Regional Director, General Business at Xactly Corp, MBA
Industry Computer Software
Experience
Xactly Corp February 2015 - Present
Xactly Corporation February 2013 - January 2015
Xactly Corporation February 2012 - January 2013
Xactly Corporation May 2011 - January 2012
Xactly Corporation October 2010 - May 2011
Xactly Corporation October 2009 - September 2010
Gallo Sales Company August 2008 - August 2009
RSM McGladrey April 2007 - August 2007
MV Marketing April 2006 - September 2006
Skills
Consultative Selling, Salesforce.com, SaaS, Sales Process, Solution Selling, Managing Complex Sales, Problem Solving, Sales Presentations, International Sales, Product Demonstration, Direct Sales, Selling, Competitive Analysis, Account Management, Sales Operations, Sales Management, Sales, Management, New Business Development, Marketing, Leadership, Team Leadership, Enterprise Software, Business Development, Lead Generation, Cold Calling, Strategic Partnerships, Cloud Computing
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
Fairfield University 2004 — 2008
Bachelor of Science, Accounting
DeSmet Jesuit High School 2001 — 2004
Xactly Corp February 2015 - Present
Xactly Corporation February 2013 - January 2015
Xactly Corporation February 2012 - January 2013
Xactly Corporation May 2011 - January 2012
Xactly Corporation October 2010 - May 2011
Xactly Corporation October 2009 - September 2010
Gallo Sales Company August 2008 - August 2009
RSM McGladrey April 2007 - August 2007
MV Marketing April 2006 - September 2006
Skills
Consultative Selling, Salesforce.com, SaaS, Sales Process, Solution Selling, Managing Complex Sales, Problem Solving, Sales Presentations, International Sales, Product Demonstration, Direct Sales, Selling, Competitive Analysis, Account Management, Sales Operations, Sales Management, Sales, Management, New Business Development, Marketing, Leadership, Team Leadership, Enterprise Software, Business Development, Lead Generation, Cold Calling, Strategic Partnerships, Cloud Computing
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
Fairfield University 2004 — 2008
Bachelor of Science, Accounting
DeSmet Jesuit High School 2001 — 2004
Deborah Bergman's RSM McGladrey Experience March 2008 - July 2011
Job Senior Application Consultant at Rand Group
Industry Accounting
Experience
Rand Group October 2014 - Present
New-Way Consultants April 2012 - Present
OmniVue June 2012 - September 2014
Image Tag, Inc. July 2011 - April 2012
RSM McGladrey March 2008 - July 2011
GoDaddy.com January 2007 - March 2008
ePartners August 2005 - January 2007
Center Information Services, Inc. April 2004 - July 2005
The Bonadio Group March 2002 - April 2004
Mengel, Metzger, Barr & Co. LLP September 1998 - February 2002
Skills
Financials, Accounting, Payroll, Great Plains Software, Microsoft Dynamics, Software Implementation, Professional Services, Process Improvement, Accounts Payable, Budgets, Great Plains, Business Analysis, Integration, Budgeting, Requirements Analysis, Software Project..., Inventory Management, Business Process..., Best Practices, Financial Reporting, Management Reporter, FRx Report Designer, Mekorma MICR, CRG Changer, Binary Stream..., Nolan Intercompany..., SmartList, GP Report Writer, Purchasing Processes, Dynamics GP Support, Training Delivery, Training Delivery Online, Instructor-led Training, Outstanding..., Communication Skills, Excel, Microsoft Office, Account Reconciliation, Microsoft CRM, ERP, Databases, Business Process, Microsoft Excel, Microsoft Dynamics GP
Education
Finger Lakes Community College 1982 — 1985
AAS, Accounting, 3.50
Rand Group October 2014 - Present
New-Way Consultants April 2012 - Present
OmniVue June 2012 - September 2014
Image Tag, Inc. July 2011 - April 2012
RSM McGladrey March 2008 - July 2011
GoDaddy.com January 2007 - March 2008
ePartners August 2005 - January 2007
Center Information Services, Inc. April 2004 - July 2005
The Bonadio Group March 2002 - April 2004
Mengel, Metzger, Barr & Co. LLP September 1998 - February 2002
Skills
Financials, Accounting, Payroll, Great Plains Software, Microsoft Dynamics, Software Implementation, Professional Services, Process Improvement, Accounts Payable, Budgets, Great Plains, Business Analysis, Integration, Budgeting, Requirements Analysis, Software Project..., Inventory Management, Business Process..., Best Practices, Financial Reporting, Management Reporter, FRx Report Designer, Mekorma MICR, CRG Changer, Binary Stream..., Nolan Intercompany..., SmartList, GP Report Writer, Purchasing Processes, Dynamics GP Support, Training Delivery, Training Delivery Online, Instructor-led Training, Outstanding..., Communication Skills, Excel, Microsoft Office, Account Reconciliation, Microsoft CRM, ERP, Databases, Business Process, Microsoft Excel, Microsoft Dynamics GP
Education
Finger Lakes Community College 1982 — 1985
AAS, Accounting, 3.50
Bill Fefe Bill Fefe's RSM McGladrey Experience January 1997 - January 2001
Job VP Finance at Meso Scale Diagnostics
Industry Accounting
Experience
Meso Scale Diagnostics March 2008 - Present
Digene Corporation January 2006 - March 2008
Development Alternatives Inc 2001 - January 2006
RSM McGladrey January 1997 - January 2001
Grant Thornton January 1992 - January 1997
Skills
., Accounting, Financial Analysis, Financial Reporting, Auditing, Forecasting, Financial Modeling, Internal Controls, Due Diligence, Budgets, GAAP, Mergers, Strategic Planning, Risk Management, Corporate Finance, Financial Accounting, Finance, Leadership, Management, CPA, US GAAP
Education
Frostburg State University 1986 — 1990
BS, Accounting, Cum Laude
Meso Scale Diagnostics March 2008 - Present
Digene Corporation January 2006 - March 2008
Development Alternatives Inc 2001 - January 2006
RSM McGladrey January 1997 - January 2001
Grant Thornton January 1992 - January 1997
Skills
., Accounting, Financial Analysis, Financial Reporting, Auditing, Forecasting, Financial Modeling, Internal Controls, Due Diligence, Budgets, GAAP, Mergers, Strategic Planning, Risk Management, Corporate Finance, Financial Accounting, Finance, Leadership, Management, CPA, US GAAP
Education
Frostburg State University 1986 — 1990
BS, Accounting, Cum Laude
Jewely Dunn, CPA's RSM McGladrey Experience January 2007 - May 2007
Job at
Industry Accounting
Experience
PANDORA A/S August 2015 - Present
PwC September 2012 - Present
SC&H Group October 2010 - September 2012
SC&H Group May 2008 - September 2010
TESSCO Technologies June 2007 - May 2008
RSM McGladrey January 2007 - May 2007
Skills
Internal Audit, Auditing, Internal Controls, Journal Entries, Sarbanes-Oxley, Accounting, Assurance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Sarbanes-Oxley Act, Tax, US GAAP
Education
Stevenson University 2007 — 2013
Master of Forensics, Accounting
Villa Julie College 2005 — 2008
BS, Accounting
Essex Community College 2003 — 2005
n/a, General Studies/Accounting
PANDORA A/S August 2015 - Present
PwC September 2012 - Present
SC&H Group October 2010 - September 2012
SC&H Group May 2008 - September 2010
TESSCO Technologies June 2007 - May 2008
RSM McGladrey January 2007 - May 2007
Skills
Internal Audit, Auditing, Internal Controls, Journal Entries, Sarbanes-Oxley, Accounting, Assurance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Sarbanes-Oxley Act, Tax, US GAAP
Education
Stevenson University 2007 — 2013
Master of Forensics, Accounting
Villa Julie College 2005 — 2008
BS, Accounting
Essex Community College 2003 — 2005
n/a, General Studies/Accounting
Katherine Leal Katherine Leal's RSM McGladrey Experience June 2009 - August 2009
Job Tax Supervisor at Templeton & Company
Industry Accounting
Experience
Templeton & Company July 2015 - Present
Templeton & Company April 2013 - July 2015
McGladrey November 2010 - April 2013
Florida International University January 2009 - October 2010
RSM McGladrey June 2009 - August 2009
Magna Consult LLC June 2008 - February 2009
Skills
Corporate Tax, Tax Preparation, Bookkeeping, Income Tax, Tax Research, Fixed Assets, Journal Entries, Tax, ProSystem fx Tax, Tax Accounting, Tax Returns, Bank Reconciliation, Microsoft Excel, Tax Advisory
Education
Florida International University 2009 — 2009
Master, Taxation
Florida International University 2004 — 2008
Bachelor, Accounting
Templeton & Company July 2015 - Present
Templeton & Company April 2013 - July 2015
McGladrey November 2010 - April 2013
Florida International University January 2009 - October 2010
RSM McGladrey June 2009 - August 2009
Magna Consult LLC June 2008 - February 2009
Skills
Corporate Tax, Tax Preparation, Bookkeeping, Income Tax, Tax Research, Fixed Assets, Journal Entries, Tax, ProSystem fx Tax, Tax Accounting, Tax Returns, Bank Reconciliation, Microsoft Excel, Tax Advisory
Education
Florida International University 2009 — 2009
Master, Taxation
Florida International University 2004 — 2008
Bachelor, Accounting
Deb Marshall Deb Marshall's RSM McGladrey Experience 1989 - 1992
Job HR Consultant & Trainer at Wipfli LLP
Industry Human Resources
Experience
Wipfli LLP November 1992 - Present
PDM Bridge August 2002 - August 2004
RSM McGladrey 1989 - 1992
Professional Education Systems, Inc. 1983 - 1989
Northwest Fabrics 1979 - 1983
Skills
Compensation, Organizational..., HR Consulting, Performance Management, Employee Relations, Management, Change Management, Deferred Compensation, Human Resources, Process Improvement, Time Management, Consulting, Leadership, College Recruiting, Training, Payroll, Employee Benefits, Recruiting, Training Delivery, Coaching, Organizational..., Succession Planning, Mergers & Acquisitions, New Hire Orientations, Onboarding, Talent Management, Leadership Development
Education
University of Iowa 1976 — 1979
BBA, Marketing
Florida State University 1973 — 1976
Merchandising
Wipfli LLP November 1992 - Present
PDM Bridge August 2002 - August 2004
RSM McGladrey 1989 - 1992
Professional Education Systems, Inc. 1983 - 1989
Northwest Fabrics 1979 - 1983
Skills
Compensation, Organizational..., HR Consulting, Performance Management, Employee Relations, Management, Change Management, Deferred Compensation, Human Resources, Process Improvement, Time Management, Consulting, Leadership, College Recruiting, Training, Payroll, Employee Benefits, Recruiting, Training Delivery, Coaching, Organizational..., Succession Planning, Mergers & Acquisitions, New Hire Orientations, Onboarding, Talent Management, Leadership Development
Education
University of Iowa 1976 — 1979
BBA, Marketing
Florida State University 1973 — 1976
Merchandising
Brendan Giuseppe,CPA Brendan Giuseppe,CPA's RSM McGladrey Experience 2010 - Present
Job Managing Director, Strategic Growth at MorganFranklin Consulting
Industry Management Consulting
Experience
MorganFranklin Consulting October 2013 - Present
RSM McGladrey 2010 - Present
Deloitte May 2002 - May 2010
Arthur Andersen January 1990 - May 2002
Skills
Real Estate, Business Development, Sarbanes-Oxley Act, Selling, Auditing, Tax, Financial Reporting, CPA, Consulting, Internal Controls, Managerial Finance, Strategic Planning, Sales, Sales Management, Professional Services, Strategy, Business Strategy, Accounting
Education
George Mason University 1985 — 1989
Bachelor of Science (BS), Accounting
O'Connell High School 1981 — 1984
MorganFranklin Consulting October 2013 - Present
RSM McGladrey 2010 - Present
Deloitte May 2002 - May 2010
Arthur Andersen January 1990 - May 2002
Skills
Real Estate, Business Development, Sarbanes-Oxley Act, Selling, Auditing, Tax, Financial Reporting, CPA, Consulting, Internal Controls, Managerial Finance, Strategic Planning, Sales, Sales Management, Professional Services, Strategy, Business Strategy, Accounting
Education
George Mason University 1985 — 1989
Bachelor of Science (BS), Accounting
O'Connell High School 1981 — 1984
Billie Riggs Otto Billie Riggs Otto's RSM McGladrey Experience February 1990 - May 1998
Job Board Director | CEO Advisor | Technology Executive | CPA
Industry Management Consulting
Experience
Newport Board Group October 2014 - Present
YWCA Pierce County June 2010 - Present
Western Washington University May 2010 - Present
TrueBlue Inc. December 2007 - June 2014
Labor Ready, Inc. September 2004 - December 2007
Labor Ready, Inc. August 2000 - September 2004
Labor Ready, Inc. May 1998 - August 2000
RSM McGladrey February 1990 - May 1998
Skills
Board Governance, Strategy, Cross-functional Team..., Business Process..., Change Management, Strategic Planning, Leadership, Mergers & Acquisitions, Management, Business Strategy, Risk Management, Program Management, Recruiting, Vendor Management, Team Building, IT Strategy, Executive Management, Sales, Process Improvement, Accounting, Management Consulting, Business Intelligence, Business Analysis, CRM, Finance, Business Development, Disaster Recovery, Cyber-security, Enterprise Software
Education
Golden Gate University 1992 — 1997
Master's of Science, Taxation
Western Washington University 1987 — 1989
BS, Accounting
Newport Board Group October 2014 - Present
YWCA Pierce County June 2010 - Present
Western Washington University May 2010 - Present
TrueBlue Inc. December 2007 - June 2014
Labor Ready, Inc. September 2004 - December 2007
Labor Ready, Inc. August 2000 - September 2004
Labor Ready, Inc. May 1998 - August 2000
RSM McGladrey February 1990 - May 1998
Skills
Board Governance, Strategy, Cross-functional Team..., Business Process..., Change Management, Strategic Planning, Leadership, Mergers & Acquisitions, Management, Business Strategy, Risk Management, Program Management, Recruiting, Vendor Management, Team Building, IT Strategy, Executive Management, Sales, Process Improvement, Accounting, Management Consulting, Business Intelligence, Business Analysis, CRM, Finance, Business Development, Disaster Recovery, Cyber-security, Enterprise Software
Education
Golden Gate University 1992 — 1997
Master's of Science, Taxation
Western Washington University 1987 — 1989
BS, Accounting
Nicholas Stoczanyn, CPA Nicholas Stoczanyn, CPA's RSM McGladrey Experience October 2009 - December 2010
Job 2nd Vice President of Tax at Northern Trust
Industry Accounting
Experience
Northern Trust November 2012 - Present
Deloitte August 2012 - November 2012
Deloitte January 2011 - August 2012
Upsilon Alumni Chapter Inc. February 2009 - January 2012
RSM McGladrey October 2009 - December 2010
RSM McGladrey September 2007 - October 2009
Pi Kappa Phi Upsilon Housing Corporation October 2006 - October 2008
Follett's College Bookstore December 2002 - May 2007
RSM McGladrey January 2006 - April 2006
Skills
Tax, CPA, Partnership Taxation, Tax Returns, Income Tax, Hedge Funds, Financial Services, Tax Preparation, QuickBooks, Tax Research, Big 4, US Tax, Financial Statements, ProSystem fx Tax, Accounting, Tax Compliance, Fund Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MST, Taxation
University of Illinois at Urbana-Champaign 2006 — 2007
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Accountancy
Northern Trust November 2012 - Present
Deloitte August 2012 - November 2012
Deloitte January 2011 - August 2012
Upsilon Alumni Chapter Inc. February 2009 - January 2012
RSM McGladrey October 2009 - December 2010
RSM McGladrey September 2007 - October 2009
Pi Kappa Phi Upsilon Housing Corporation October 2006 - October 2008
Follett's College Bookstore December 2002 - May 2007
RSM McGladrey January 2006 - April 2006
Skills
Tax, CPA, Partnership Taxation, Tax Returns, Income Tax, Hedge Funds, Financial Services, Tax Preparation, QuickBooks, Tax Research, Big 4, US Tax, Financial Statements, ProSystem fx Tax, Accounting, Tax Compliance, Fund Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MST, Taxation
University of Illinois at Urbana-Champaign 2006 — 2007
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Accountancy
Sean Albee, CPA's RSM McGladrey Experience May 2007 - August 2007
Job Manager International Tax Services at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte August 2013 - Present
Deloitte January 2010 - August 2013
Implied Capital Advisors April 2008 - January 2009
Florida State Univerisity January 2008 - December 2008
RSM McGladrey May 2007 - August 2007
Skills
International Tax, Tax Research, Corporate Tax, CPA, Transfer Pricing, Tax Advisory, Big 4, Business Valuation
Education
Florida State University 2008 — 2009
Masters, Accounting (Taxation)
Florida State University - College of Business 2003 — 2008
B.S., Finance, Accounting, Economics
Deloitte August 2013 - Present
Deloitte January 2010 - August 2013
Implied Capital Advisors April 2008 - January 2009
Florida State Univerisity January 2008 - December 2008
RSM McGladrey May 2007 - August 2007
Skills
International Tax, Tax Research, Corporate Tax, CPA, Transfer Pricing, Tax Advisory, Big 4, Business Valuation
Education
Florida State University 2008 — 2009
Masters, Accounting (Taxation)
Florida State University - College of Business 2003 — 2008
B.S., Finance, Accounting, Economics
Chirag Shah Chirag Shah's RSM McGladrey Experience June 2006 - February 2007
Job Data Protection, Compliance & Governance Manager
Industry Information Technology and Services
Experience
eBay, Inc. October 2007 - Present
eBay January 2007 - Present
FishNet Security September 2007 - December 2009
Agiliance Inc. February 2007 - February 2008
RSM McGladrey June 2006 - February 2007
Asite Solutions Ltd. November 2004 - June 2006
Indusa InfoTech 2004 - 2005
Net4Nuts Ltd. 2000 - 2004
Software Lab, Inc. 1998 - 2000
Skills
Business Continuity, Disaster Recovery, Process Improvement, Business Process..., E-commerce, Negotiation, ISO, Emergency Management, CISSP, PCI DSS, Information Security, Information Security..., ISO 27001, Security, Network Security, Vulnerability Assessment, Cloud Computing, Vulnerability Management, Security Audits, Data Security, Risk Management, Data Loss Protection, Compliance, Governance, Security Operations, Security Operations..., Servers, Computer Security, Penetration Testing, ITIL, Firewalls, Networking, IT Management, Data Center, System Administration, Data Privacy, Application Security, CISA, IT Audit, Information Governance, Identity Management, SAS70, Security Policy, Cloud Security, Information Security..., Information Security..., Data Protection Manager, Strategic Planning, DLP, CISM
Education
Golden Gate University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 1993 — 1998
Computer Engineering
Harper College 1992 — 1994
AAS
A G High School
Science Diploma
eBay, Inc. October 2007 - Present
eBay January 2007 - Present
FishNet Security September 2007 - December 2009
Agiliance Inc. February 2007 - February 2008
RSM McGladrey June 2006 - February 2007
Asite Solutions Ltd. November 2004 - June 2006
Indusa InfoTech 2004 - 2005
Net4Nuts Ltd. 2000 - 2004
Software Lab, Inc. 1998 - 2000
Skills
Business Continuity, Disaster Recovery, Process Improvement, Business Process..., E-commerce, Negotiation, ISO, Emergency Management, CISSP, PCI DSS, Information Security, Information Security..., ISO 27001, Security, Network Security, Vulnerability Assessment, Cloud Computing, Vulnerability Management, Security Audits, Data Security, Risk Management, Data Loss Protection, Compliance, Governance, Security Operations, Security Operations..., Servers, Computer Security, Penetration Testing, ITIL, Firewalls, Networking, IT Management, Data Center, System Administration, Data Privacy, Application Security, CISA, IT Audit, Information Governance, Identity Management, SAS70, Security Policy, Cloud Security, Information Security..., Information Security..., Data Protection Manager, Strategic Planning, DLP, CISM
Education
Golden Gate University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 1993 — 1998
Computer Engineering
Harper College 1992 — 1994
AAS
A G High School
Science Diploma
Trey Rodriguez Trey Rodriguez's RSM McGladrey Experience September 2006 - April 2009
Job Assistant Controller
Industry Accounting
Experience
The Growers Company, Inc. September 2009 - Present
RSM McGladrey September 2006 - April 2009
Skills
Income Tax, Tax, Accounting, Strategic Financial..., Management, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2002 — 2006
BA, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Masters, Tax
Yuma High School 1998 — 2002
The Growers Company, Inc. September 2009 - Present
RSM McGladrey September 2006 - April 2009
Skills
Income Tax, Tax, Accounting, Strategic Financial..., Management, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2002 — 2006
BA, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Masters, Tax
Yuma High School 1998 — 2002
Timothy P. Fitzgerald, JD, CPA Timothy P. Fitzgerald, JD, CPA's RSM McGladrey Experience August 1999 - January 2008
Job Corporate/Real Estate/Estate Planning Attorney at Stahl Cowen
Industry Law Practice
Experience
Stahl Cowen Crowley Addis LLC September 2014 - Present
Coman & Anderson, P.C. February 2013 - September 2014
The Law Offices of Marc J. Lane, a Professional Corporation August 2009 - February 2013
Pedersen & Houpt January 2008 - July 2009
RSM McGladrey August 1999 - January 2008
Skills
Mergers, Corporate Law, Tax, Estate Planning, Private Equity, Contract Negotiation, Tax Law, Legal Research, Compliance, Trusts, Non-profits, Corporate Governance, Start-ups, Accounting, Estate Tax Planning, Small Business, Business Formation, Corporate Finance, Venture Capital, LLC, Business Planning, Financial Reporting, Wills, Asset Protection, Probate, Corporate Tax, Business Strategy, Entrepreneurship, Budgeting, Budgets, Relationship Building, Nonprofits, Mergers, Licensing, Business Transactions
Education
DePaul University College of Law 2003 — 2007
J.D., Law
Marquette University 1995 — 1999
BS, Accounting
St. Michael School.
Stahl Cowen Crowley Addis LLC September 2014 - Present
Coman & Anderson, P.C. February 2013 - September 2014
The Law Offices of Marc J. Lane, a Professional Corporation August 2009 - February 2013
Pedersen & Houpt January 2008 - July 2009
RSM McGladrey August 1999 - January 2008
Skills
Mergers, Corporate Law, Tax, Estate Planning, Private Equity, Contract Negotiation, Tax Law, Legal Research, Compliance, Trusts, Non-profits, Corporate Governance, Start-ups, Accounting, Estate Tax Planning, Small Business, Business Formation, Corporate Finance, Venture Capital, LLC, Business Planning, Financial Reporting, Wills, Asset Protection, Probate, Corporate Tax, Business Strategy, Entrepreneurship, Budgeting, Budgets, Relationship Building, Nonprofits, Mergers, Licensing, Business Transactions
Education
DePaul University College of Law 2003 — 2007
J.D., Law
Marquette University 1995 — 1999
BS, Accounting
St. Michael School.
Amy Graves, MBA Amy Graves, MBA's RSM McGladrey Experience 2007 - 2008
Job Property Manager at Drucker and Falk
Industry Real Estate
Experience
Greystar 2015 - Present
Drucker and Falk 2014 - 2015
Pegasus Residential 2013 - 2014
Grubb Properties October 2011 - December 2013
Crosland January 2010 - September 2011
Greystar July 2009 - January 2010
American City Business Journals Network 2008 - 2009
RSM McGladrey 2007 - 2008
Grant Thornton 2005 - 2007
Pulte Homes 2004 - 2005
Skills
Market Planning, Market Analysis, Market Research, Segmentation, Budgeting, Property Management, Budgets, Marketing Strategy, Advertising, Marketing, Lead Generation, Online Advertising, Brand Management, Leases, Real Estate Development, Apartments, Fair Housing, Yardi, Real Estate, Selling, Sales, Business Development, Direct Marketing, Marketing Communications, Online Marketing, Email Marketing, New Business Development, Account Management, Property, Trade Shows, Event Management, Residential Homes, Rentals, Negotiation, Competitive Analysis
Education
East Carolina University - College of Business 1998 — 2000
MBA, Marketing
East Carolina University - College of Business 1994 — 1998
BSBA, Business/ Marketing
Greystar 2015 - Present
Drucker and Falk 2014 - 2015
Pegasus Residential 2013 - 2014
Grubb Properties October 2011 - December 2013
Crosland January 2010 - September 2011
Greystar July 2009 - January 2010
American City Business Journals Network 2008 - 2009
RSM McGladrey 2007 - 2008
Grant Thornton 2005 - 2007
Pulte Homes 2004 - 2005
Skills
Market Planning, Market Analysis, Market Research, Segmentation, Budgeting, Property Management, Budgets, Marketing Strategy, Advertising, Marketing, Lead Generation, Online Advertising, Brand Management, Leases, Real Estate Development, Apartments, Fair Housing, Yardi, Real Estate, Selling, Sales, Business Development, Direct Marketing, Marketing Communications, Online Marketing, Email Marketing, New Business Development, Account Management, Property, Trade Shows, Event Management, Residential Homes, Rentals, Negotiation, Competitive Analysis
Education
East Carolina University - College of Business 1998 — 2000
MBA, Marketing
East Carolina University - College of Business 1994 — 1998
BSBA, Business/ Marketing
Paul Thompson Paul Thompson's RSM McGladrey Experience September 1998 - December 2011
Job Central Virginia Market Managing Partner at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP January 2014 - Present
McGladrey LLP 1998 - December 2013
RSM McGladrey September 1998 - December 2011
BTI Telecom, Inc 2000 - 2001
Skills
Accounting, Auditing, GAAP, Internal Controls, SEC filings, Financial Reporting, CPA, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Financial Accounting, Assurance, General Ledger, Internal Audit, Financial Statements, Account Reconciliation, Mergers & Acquisitions, Corporate Tax, Tax Accounting, Income Tax, Forensic Accounting, Tax Research, Revenue Recognition, Tax Preparation, Tax Returns, Sarbanes-Oxley, Tax, Team Management, Management, SEC Filings
Education
Frostburg State University 1990 — 1994
BS, Accounting
West Virginia University 1989 — 1990
Dixon Hughes Goodman LLP January 2014 - Present
McGladrey LLP 1998 - December 2013
RSM McGladrey September 1998 - December 2011
BTI Telecom, Inc 2000 - 2001
Skills
Accounting, Auditing, GAAP, Internal Controls, SEC filings, Financial Reporting, CPA, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Financial Accounting, Assurance, General Ledger, Internal Audit, Financial Statements, Account Reconciliation, Mergers & Acquisitions, Corporate Tax, Tax Accounting, Income Tax, Forensic Accounting, Tax Research, Revenue Recognition, Tax Preparation, Tax Returns, Sarbanes-Oxley, Tax, Team Management, Management, SEC Filings
Education
Frostburg State University 1990 — 1994
BS, Accounting
West Virginia University 1989 — 1990
Kristi Rosso (Ballard)'s RSM McGladrey Experience August 2000 - October 2003
Job Control Manager at BP
Industry Accounting
Experience
BP July 2012 - Present
BP May 2009 - June 2012
BP August 2008 - April 2009
BP August 2006 - July 2008
BP November 2003 - July 2006
RSM McGladrey August 2000 - October 2003
Skills
Financial Reporting, US GAAP, Internal Controls, Accounting, Finance, Financial Audits, Variance Analysis, Financial Analysis, Team Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance and Leadership
Northern Illinois University 1996 — 2000
BS, Accounting
BP July 2012 - Present
BP May 2009 - June 2012
BP August 2008 - April 2009
BP August 2006 - July 2008
BP November 2003 - July 2006
RSM McGladrey August 2000 - October 2003
Skills
Financial Reporting, US GAAP, Internal Controls, Accounting, Finance, Financial Audits, Variance Analysis, Financial Analysis, Team Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance and Leadership
Northern Illinois University 1996 — 2000
BS, Accounting
Heather (Botten) Dahlberg's RSM McGladrey Experience November 2005 - January 2010
Job
Industry Information Technology and Services
Experience
UnitedHealthcare Clinical Services April 2013 - Present
UnitedHealthcare Medicare & Retirement March 2012 - April 2013
UnitedHeathcare Medicare & Retirement January 2010 - March 2012
RSM McGladrey November 2005 - January 2010
StoneArch Creative September 2004 - November 2005
Ambient Consulting 1996 - 2003
Skills
Project Management, SDLC, Cross-functional Team..., Program Management, Business Process, Process Improvement, Business Process..., Project Portfolio..., Risk Management, Training, Requirements Gathering, Healthcare, SharePoint, Requirements Analysis, Management Consulting, Management, Vendor Management, Strategy, ERP, Business Analysis, Project Planning, Team Building, Strategic Planning, Enterprise Software, PMO, Integration, Software Documentation, Team Leadership, MS Project, Agile Methodologies, Software Development..., Leadership, Quality Assurance, Analysis, Visio, PMP, Budgets, Change Management, Business Intelligence, IT Strategy, Resource Management, Human Resources, Software Project..., Consulting, IT Management
Education
Gustavus Adolphus College 1992 — 1996
B.A., Health Fitness and Psychology
UnitedHealthcare Clinical Services April 2013 - Present
UnitedHealthcare Medicare & Retirement March 2012 - April 2013
UnitedHeathcare Medicare & Retirement January 2010 - March 2012
RSM McGladrey November 2005 - January 2010
StoneArch Creative September 2004 - November 2005
Ambient Consulting 1996 - 2003
Skills
Project Management, SDLC, Cross-functional Team..., Program Management, Business Process, Process Improvement, Business Process..., Project Portfolio..., Risk Management, Training, Requirements Gathering, Healthcare, SharePoint, Requirements Analysis, Management Consulting, Management, Vendor Management, Strategy, ERP, Business Analysis, Project Planning, Team Building, Strategic Planning, Enterprise Software, PMO, Integration, Software Documentation, Team Leadership, MS Project, Agile Methodologies, Software Development..., Leadership, Quality Assurance, Analysis, Visio, PMP, Budgets, Change Management, Business Intelligence, IT Strategy, Resource Management, Human Resources, Software Project..., Consulting, IT Management
Education
Gustavus Adolphus College 1992 — 1996
B.A., Health Fitness and Psychology
Bert Hawkins's RSM McGladrey Experience 2007 - December 2011
Job International Tax Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 2012 - Present
RSM McGladrey 2007 - December 2011
McGladrey & Pullen 2005 - December 2011
Ernst & Young January 1996 - January 2003
Skills
International tax..., Transfer pricing..., Transfer pricing..., Cross-border M&A, Private Equity, Restructuring, Transfer Pricing, Mergers & Acquisitions, Corporate Finance, Tax
Education
Georgetown University
Masters, Taxation
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
McGladrey LLP January 2012 - Present
RSM McGladrey 2007 - December 2011
McGladrey & Pullen 2005 - December 2011
Ernst & Young January 1996 - January 2003
Skills
International tax..., Transfer pricing..., Transfer pricing..., Cross-border M&A, Private Equity, Restructuring, Transfer Pricing, Mergers & Acquisitions, Corporate Finance, Tax
Education
Georgetown University
Masters, Taxation
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
Matthew Kasurkin, C|CISO, CISA, CRISC's RSM McGladrey Experience June 2008 - April 2010
Job Regional IT Compliance Manager at International SOS
Industry Information Technology and Services
Experience
International SOS June 2014 - Present
DSSP Consulting, Inc. November 2012 - June 2014
Independent Contractor October 2012 - November 2012
EisnerAmper LLP April 2010 - October 2012
RSM McGladrey June 2008 - April 2010
Smart & Associates, LLC September 2006 - June 2008
KPMG LLP 2004 - 2006
CIGNA January 2000 - March 2004
Skills
IT Audit, IT Security Assessments, Security Operations, Boxing, russian, White Hat, Internal Controls, Process Control, Business Process..., Penetration Testing, Risk Assessment, Enterprise Risk..., Information Governance, Project Management, Secure SDLC, Information Security, CISM, COBIT, PCI DSS, Governance, Management, Russian, Consulting, Information Technology
Education
IP3 CISSP Training 2012 — 2012
Drexel University 2000 — 2004
Bachelor's degree, Information Technology
International SOS June 2014 - Present
DSSP Consulting, Inc. November 2012 - June 2014
Independent Contractor October 2012 - November 2012
EisnerAmper LLP April 2010 - October 2012
RSM McGladrey June 2008 - April 2010
Smart & Associates, LLC September 2006 - June 2008
KPMG LLP 2004 - 2006
CIGNA January 2000 - March 2004
Skills
IT Audit, IT Security Assessments, Security Operations, Boxing, russian, White Hat, Internal Controls, Process Control, Business Process..., Penetration Testing, Risk Assessment, Enterprise Risk..., Information Governance, Project Management, Secure SDLC, Information Security, CISM, COBIT, PCI DSS, Governance, Management, Russian, Consulting, Information Technology
Education
IP3 CISSP Training 2012 — 2012
Drexel University 2000 — 2004
Bachelor's degree, Information Technology
Naniya Kammerdiener's RSM McGladrey Experience 2009 - Present
Job Project Manager and Entrepreneur
Industry Management Consulting
Experience
This, That & Spiritwear, LLC December 2009 - Present
RSM McGladrey 2009 - Present
RSM McGladrey 2004 - 2009
American Express Tax and Business Services 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Marketing Strategy, Marketing Management, Entrepreneur, B2B Marketing, Services Marketing, Forecasting, Analysis, Promotions, Entrepreneurship, Operations Management, Integrated Marketing, Business Development, Management, Marketing
Education
Emory University - Goizueta Business School 1996 — 1999
MBA
Kennesaw State University 1988 — 1992
BS
This, That & Spiritwear, LLC December 2009 - Present
RSM McGladrey 2009 - Present
RSM McGladrey 2004 - 2009
American Express Tax and Business Services 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Marketing Strategy, Marketing Management, Entrepreneur, B2B Marketing, Services Marketing, Forecasting, Analysis, Promotions, Entrepreneurship, Operations Management, Integrated Marketing, Business Development, Management, Marketing
Education
Emory University - Goizueta Business School 1996 — 1999
MBA
Kennesaw State University 1988 — 1992
BS
Brett Friedman's RSM McGladrey Experience September 2005 - October 2011
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey October 2011 - Present
ALPFA Miami Chapter October 2010 - Present
211 Broward 2008 - Present
McGladrey & Pullen LLP September 2005 - October 2011
RSM McGladrey September 2005 - October 2011
ALPFA 2008 - 2009
KPMG LLP 1998 - 2005
rachlin cohen & holtz LLp 1994 - 1998
Skills
Accounting, Government, SEC, Auditing, Employee Benefits, Public Speaking, Internal Controls, Student Affairs, Leadership, Financial Reporting, US GAAP, Not for Profit, GAAP, CPA
Education
University of Miami 1993 — 1994
MBA, Finance, Accounting
State University of New York at Albany 1990 — 1993
Bachelor of Science (BS), Accounting
Florida International University - College of Business Administration
Honorary Alumnus of College of Business Administration, Accounting
McGladrey October 2011 - Present
ALPFA Miami Chapter October 2010 - Present
211 Broward 2008 - Present
McGladrey & Pullen LLP September 2005 - October 2011
RSM McGladrey September 2005 - October 2011
ALPFA 2008 - 2009
KPMG LLP 1998 - 2005
rachlin cohen & holtz LLp 1994 - 1998
Skills
Accounting, Government, SEC, Auditing, Employee Benefits, Public Speaking, Internal Controls, Student Affairs, Leadership, Financial Reporting, US GAAP, Not for Profit, GAAP, CPA
Education
University of Miami 1993 — 1994
MBA, Finance, Accounting
State University of New York at Albany 1990 — 1993
Bachelor of Science (BS), Accounting
Florida International University - College of Business Administration
Honorary Alumnus of College of Business Administration, Accounting
Kelly Fuhst's RSM McGladrey Experience
Job Administrative Assistant at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey
Skills
Accounts Payable, Financial Reporting, QuickBooks, Accounting, Auditing, Financial Accounting, Financial Statements, General Ledger, GAAP, SEC filings, Customer Service, CPA
Education
Grand Canyon University 1981 — 1985
Bachelor of Science/Psychology
RSM McGladrey
Skills
Accounts Payable, Financial Reporting, QuickBooks, Accounting, Auditing, Financial Accounting, Financial Statements, General Ledger, GAAP, SEC filings, Customer Service, CPA
Education
Grand Canyon University 1981 — 1985
Bachelor of Science/Psychology
Amy Etzkorn's RSM McGladrey Experience Director of TaxesDel Webb Corporation1990 - 1999
Job Retired
Industry Accounting
Experience
RSM McGladrey Director of TaxesDel Webb Corporation1990 - 1999
Education
Grinnell College 1972 — 1975
RSM McGladrey Director of TaxesDel Webb Corporation1990 - 1999
Education
Grinnell College 1972 — 1975
Desiree Kuik, CCP's RSM McGladrey Experience February 2006 - February 2008
Job HR Compensation Consultant
Industry Human Resources
Experience
SALO February 2013 - Present
Viterra June 2013 - August 2014
Legacy Christian Academy May 2009 - December 2012
Datacard July 2008 - March 2009
RSM McGladrey February 2006 - February 2008
Wilsons Leather September 2001 - October 2005
Anderson (formerly Arthur Anderson LLP) July 1998 - August 2001
DCA Stanton Group & Riley, Dettmann & Kelsey May 1994 - July 1998
Ernst & Young June 1991 - May 1994
KPMG July 1987 - June 1991
Skills
Succession Planning, Compensation Structure..., Incentive Programs, Performance Management, Strategic Planning, Benefits Administration, Executive Pay, Board Compensation, HR Policy Formulation, Salary Administration, Total Reward Statements, Total Rewards Strategies, Employee Engagement, Organizational Culture, Compensation Structures
Education
Dordt College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
SALO February 2013 - Present
Viterra June 2013 - August 2014
Legacy Christian Academy May 2009 - December 2012
Datacard July 2008 - March 2009
RSM McGladrey February 2006 - February 2008
Wilsons Leather September 2001 - October 2005
Anderson (formerly Arthur Anderson LLP) July 1998 - August 2001
DCA Stanton Group & Riley, Dettmann & Kelsey May 1994 - July 1998
Ernst & Young June 1991 - May 1994
KPMG July 1987 - June 1991
Skills
Succession Planning, Compensation Structure..., Incentive Programs, Performance Management, Strategic Planning, Benefits Administration, Executive Pay, Board Compensation, HR Policy Formulation, Salary Administration, Total Reward Statements, Total Rewards Strategies, Employee Engagement, Organizational Culture, Compensation Structures
Education
Dordt College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Tom Drago's RSM McGladrey Experience May 2006 - July 2010
Job Compliance Risk Management Professional
Industry Banking
Experience
CoastalStates Bank July 2010 - Present
RSM McGladrey May 2006 - July 2010
First Reliance Bank May 2001 - April 2006
Skills
Bank Secrecy Act, Financial Regulation, AML, Banking, Risk Management, Financial Risk, Mortgage Lending, Mortgage Banking, Finance, Commercial Banking, Loans, Compliance Management, Quality Control
Education
Francis Marion University 1997 — 2001
Bachelor of Science, Economics
Francis Marion University 1997 — 2001
Bachelor of Business Administration, Finance
Cannon Financial Institute- Internal Audit School 2003 — 2005
CoastalStates Bank July 2010 - Present
RSM McGladrey May 2006 - July 2010
First Reliance Bank May 2001 - April 2006
Skills
Bank Secrecy Act, Financial Regulation, AML, Banking, Risk Management, Financial Risk, Mortgage Lending, Mortgage Banking, Finance, Commercial Banking, Loans, Compliance Management, Quality Control
Education
Francis Marion University 1997 — 2001
Bachelor of Science, Economics
Francis Marion University 1997 — 2001
Bachelor of Business Administration, Finance
Cannon Financial Institute- Internal Audit School 2003 — 2005
Jamie (Taylor) Spreitzer M.A., SPHR's RSM McGladrey Experience November 1998 - December 2001
Job Executive Management Consultant Human Capital Strategist, Leadership Development, Coaching
Industry Management Consulting
Experience
Jamie Spreitzer Consulting January 2008 - Present
PS Air September 2000 - August 2012
Spreitzer, Inc. VOLVO - HITACHI -UNIVERSAL December 2001 - December 2007
RSM McGladrey November 1998 - December 2001
KPMG Consulting June 1997 - November 1998
US Robotics December 1996 - June 1997
CompuCom June 1996 - December 1996
Telogy 1994 - 1996
Skills
Organizational..., Performance Management, Executive Coaching, Career Development, Training, Executive Management, Board of Directors, Strategic Planning, Strategic Communications, Servant Leadership, Leadership Development, Organizational..., Executive Search, Employee Relations, Management, Recruiting, Succession Planning, Leadership, Human Resources, Personnel Management, Entrepreneurship, Organizational..., Mergers & Acquisitions, Strategy, Management Consulting, Consulting, Team Building, Mentoring, Project Management, Performance Improvement, Program Management
Education
Gonzaga University 2006 — 2007
M.A., Organizational Leadership, Certified Servant Leadership Professional
University of California, Berkeley 1995 — 1996
Business
University of Iowa 1986 — 1990
BS, Education
Marion High School 1982 — 1986
Jamie Spreitzer Consulting January 2008 - Present
PS Air September 2000 - August 2012
Spreitzer, Inc. VOLVO - HITACHI -UNIVERSAL December 2001 - December 2007
RSM McGladrey November 1998 - December 2001
KPMG Consulting June 1997 - November 1998
US Robotics December 1996 - June 1997
CompuCom June 1996 - December 1996
Telogy 1994 - 1996
Skills
Organizational..., Performance Management, Executive Coaching, Career Development, Training, Executive Management, Board of Directors, Strategic Planning, Strategic Communications, Servant Leadership, Leadership Development, Organizational..., Executive Search, Employee Relations, Management, Recruiting, Succession Planning, Leadership, Human Resources, Personnel Management, Entrepreneurship, Organizational..., Mergers & Acquisitions, Strategy, Management Consulting, Consulting, Team Building, Mentoring, Project Management, Performance Improvement, Program Management
Education
Gonzaga University 2006 — 2007
M.A., Organizational Leadership, Certified Servant Leadership Professional
University of California, Berkeley 1995 — 1996
Business
University of Iowa 1986 — 1990
BS, Education
Marion High School 1982 — 1986
David Wright (Startup Specialist)'s RSM McGladrey Experience 2005 - 2007
Job Contract Finance & HR Manager for Tech & Financial Market Startups
Industry Accounting
Experience
OptionsCity Software, Inc. November 2008 - Present
Imedge 2008 - Present
mFlat Media 2008 - Present
Techweek 2008 - December 2012
Eris Exchange, LLC 2010 - 2011
eSpark Learning 2010 - 2011
PrepMe 2008 - 2011
LiquidTalk, Inc. 2007 - December 2008
RSM McGladrey 2005 - 2007
Hospitality Accounting Associates 1999 - 2005
Skills
Accounting, Payroll, Start-ups, Finance, Forecasting, Equities, Banking, Human Resources, Risk Management, Strategic Planning, Strategy
Education
University of Cincinnati College of Business
BA, Accounting & Finance
Florida Institute of Technology
Marine Biology/Ocean Engineering
OptionsCity Software, Inc. November 2008 - Present
Imedge 2008 - Present
mFlat Media 2008 - Present
Techweek 2008 - December 2012
Eris Exchange, LLC 2010 - 2011
eSpark Learning 2010 - 2011
PrepMe 2008 - 2011
LiquidTalk, Inc. 2007 - December 2008
RSM McGladrey 2005 - 2007
Hospitality Accounting Associates 1999 - 2005
Skills
Accounting, Payroll, Start-ups, Finance, Forecasting, Equities, Banking, Human Resources, Risk Management, Strategic Planning, Strategy
Education
University of Cincinnati College of Business
BA, Accounting & Finance
Florida Institute of Technology
Marine Biology/Ocean Engineering
Holly Tang's RSM McGladrey Experience January 1999 - August 2000
Job Sr. System Developer
Industry Information Technology and Services
Experience
Mercer November 2009 - Present
Follett Higher Education Group August 2008 - November 2009
Bridgestone Bandag, LLC August 2000 - August 2008
RSM McGladrey January 1999 - August 2000
Education
Eastern Michigan University 1996 — 1998
Master of Science, Computer Science
Mercer November 2009 - Present
Follett Higher Education Group August 2008 - November 2009
Bridgestone Bandag, LLC August 2000 - August 2008
RSM McGladrey January 1999 - August 2000
Education
Eastern Michigan University 1996 — 1998
Master of Science, Computer Science
Erik Danielson, CPA's RSM McGladrey Experience January 2007 - April 2007
Job Senior Accounting Analyst at Madison Gas and Electric
Industry Accounting
Experience
Madison Gas and Electric June 2012 - Present
DeVry University January 2009 - Present
CUNA Mutual Group March 2010 - May 2012
Madison Gas & Electric June 2007 - May 2010
RSM McGladrey January 2007 - April 2007
UW Credit Union 2004 - 2007
Ladish October 2005 - December 2006
Skills
Accounting, Tax, Excel, Word, Analysis, Compliance, Audit, Problem Solving, Public Speaking, Mergers, Research, Documentation, Writing, Outlook, Planning, Auditing, Coaching, Due Diligence, CPA, SQL Server Management..., PeopleSoft, nVision, Automotive Repair, Automotive Restoration, Project Planning, Finance, Software Documentation, Microsoft Excel, Internal Controls, ERP Software, ERP Oracle, Mergers & Acquisitions, Microsoft Word, GAAP, Utility Industry, FERC, Financial Analysis
Education
Edgewood College 2005 — 2007
Bachelors, Accounting
Madison Gas and Electric June 2012 - Present
DeVry University January 2009 - Present
CUNA Mutual Group March 2010 - May 2012
Madison Gas & Electric June 2007 - May 2010
RSM McGladrey January 2007 - April 2007
UW Credit Union 2004 - 2007
Ladish October 2005 - December 2006
Skills
Accounting, Tax, Excel, Word, Analysis, Compliance, Audit, Problem Solving, Public Speaking, Mergers, Research, Documentation, Writing, Outlook, Planning, Auditing, Coaching, Due Diligence, CPA, SQL Server Management..., PeopleSoft, nVision, Automotive Repair, Automotive Restoration, Project Planning, Finance, Software Documentation, Microsoft Excel, Internal Controls, ERP Software, ERP Oracle, Mergers & Acquisitions, Microsoft Word, GAAP, Utility Industry, FERC, Financial Analysis
Education
Edgewood College 2005 — 2007
Bachelors, Accounting
Art McCann's RSM McGladrey Experience 1995 - 2000
Job Chief Information Officer at Highwoods Properties, Inc.
Industry Real Estate
Experience
Highwoods Properties, Inc. July 2000 - Present
Quest International Users Group June 2014 - Present
RSM Mcgladrey 1995 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1986 — 1990
BA, Accounting
Highwoods Properties, Inc. July 2000 - Present
Quest International Users Group June 2014 - Present
RSM Mcgladrey 1995 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1986 — 1990
BA, Accounting
Kristina Martin's RSM McGladrey Experience May 2006 - April 2010
Job People, Culture and Learning Programs Leader
Industry Human Resources
Experience
Jiff, Inc. July 2015 - Present
Life August 2014 - July 2015
NICE Systems 2012 - August 2014
Equity Agenda April 2004 - 2012
RSM McGladrey May 2006 - April 2010
Booz Allen Hamilton 2005 - 2006
Graphics Microsystems 2000 - 2002
AmeriCorps 1999 - 2000
Skills
Organizational..., Leadership Development, Diversity & Inclusion, Change Management, Human Capital Strategy, Human Resource..., Policy, Strategy, Learning Design and..., Performance Management, Business Management, Program Evaluation, Program Management, Education, Social Equity Programs, Employee Relations, International Human..., Non-profit..., Succession Planning, Coaching, Strategic Planning, Leadership, Training
Education
George Mason University
Bachelor of Arts, Social Sciences, 3.86 cumulative; 3.92 major (4.0 scale)
Jiff, Inc. July 2015 - Present
Life August 2014 - July 2015
NICE Systems 2012 - August 2014
Equity Agenda April 2004 - 2012
RSM McGladrey May 2006 - April 2010
Booz Allen Hamilton 2005 - 2006
Graphics Microsystems 2000 - 2002
AmeriCorps 1999 - 2000
Skills
Organizational..., Leadership Development, Diversity & Inclusion, Change Management, Human Capital Strategy, Human Resource..., Policy, Strategy, Learning Design and..., Performance Management, Business Management, Program Evaluation, Program Management, Education, Social Equity Programs, Employee Relations, International Human..., Non-profit..., Succession Planning, Coaching, Strategic Planning, Leadership, Training
Education
George Mason University
Bachelor of Arts, Social Sciences, 3.86 cumulative; 3.92 major (4.0 scale)
Teag Jones CPA, CFE's RSM McGladrey Experience June 2007 - August 2007
Job Manager, Tax Services at McGladrey
Industry Accounting
Experience
McGladrey April 2014 - Present
Mesirow Financial May 2012 - April 2014
McGladrey September 2008 - May 2012
RSM McGladrey June 2007 - August 2007
Skills
CPA, Consulting, Financial Advisory, Restructuring, Litigation Support, Bankruptcy, Tax, SEC filings, GAAP, Corporate Tax, US GAAP, Forensic Accounting, Forensic Analysis, GAAS, Tax Research, Finance
Education
Florida State University 2007 — 2008
Master's, Taxation
Florida State University - College of Business 2003 — 2007
Bachelor's, Accounting and Finance
McGladrey April 2014 - Present
Mesirow Financial May 2012 - April 2014
McGladrey September 2008 - May 2012
RSM McGladrey June 2007 - August 2007
Skills
CPA, Consulting, Financial Advisory, Restructuring, Litigation Support, Bankruptcy, Tax, SEC filings, GAAP, Corporate Tax, US GAAP, Forensic Accounting, Forensic Analysis, GAAS, Tax Research, Finance
Education
Florida State University 2007 — 2008
Master's, Taxation
Florida State University - College of Business 2003 — 2007
Bachelor's, Accounting and Finance
Brendan Finnerty's RSM McGladrey Experience July 2008 - Present
Job tax intern at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey July 2008 - Present
McGladrey & Pullen, LLP 2007 - Present
Education
Fairfield University 2004 — 2008
RSM McGladrey July 2008 - Present
McGladrey & Pullen, LLP 2007 - Present
Education
Fairfield University 2004 — 2008
Tina Cohen's RSM McGladrey Experience September 2005 - December 2005
Job Managing Director at Major, Lindsey & Africa
Industry Law Practice
Experience
Major, Lindsey & Africa April 2012 - Present
Katten & Temple, LLP May 2011 - April 2012
Office of the Attorney General of Illinois May 2006 - April 2011
Cohen, Grossman & Rosenson December 2005 - May 2006
RSM McGladrey September 2005 - December 2005
Resource Trading Group, LLC June 2001 - October 2002
Education
Loyola University Chicago School of Law 2002 — 2005
Doctor of Law (J.D.)
Emory University 1997 — 2001
Bachelor of Arts (B.A.)
New Trier High School 1994 — 1997
Major, Lindsey & Africa April 2012 - Present
Katten & Temple, LLP May 2011 - April 2012
Office of the Attorney General of Illinois May 2006 - April 2011
Cohen, Grossman & Rosenson December 2005 - May 2006
RSM McGladrey September 2005 - December 2005
Resource Trading Group, LLC June 2001 - October 2002
Education
Loyola University Chicago School of Law 2002 — 2005
Doctor of Law (J.D.)
Emory University 1997 — 2001
Bachelor of Arts (B.A.)
New Trier High School 1994 — 1997
Holly Pinto's RSM McGladrey Experience September 1998 - July 2006
Job Controller at Greystar
Industry Real Estate
Experience
Greystar December 2014 - Present
Riverstone Residential Group September 2012 - Present
Riverstone Residential Group December 2009 - September 2012
Today Realty Advisors July 2006 - November 2009
RSM McGladrey September 1998 - July 2006
Skills
Accounting, General Ledger, Account Reconciliation, GAAP, Financial Reporting, Cash Flow, Accruals, Financial Accounting, Real Estate, Yardi, Financial Analysis, Financial Statements, Yardi Voyager, Bookkeeping, QuickBooks, Budgets, Cash Management, Property Management, Payroll, Investments, Consolidation, MRI Software, Accounts Receivable, Bank Reconciliation, Income Statement, Fixed Assets, Corporate Tax, Asset Management, Financial Modeling, Income Tax, Mergers & Acquisitions, Tax Preparation, Sales Tax, External Audit, Internal Audit, Accounts Payable, Managerial Finance, Outlook
Education
Drexel University - College of Business and Administration 1995 — 2000
Bachelor's Degree, Accounting
University of Phoenix 2003 — 2005
Master, Accounting
Greystar December 2014 - Present
Riverstone Residential Group September 2012 - Present
Riverstone Residential Group December 2009 - September 2012
Today Realty Advisors July 2006 - November 2009
RSM McGladrey September 1998 - July 2006
Skills
Accounting, General Ledger, Account Reconciliation, GAAP, Financial Reporting, Cash Flow, Accruals, Financial Accounting, Real Estate, Yardi, Financial Analysis, Financial Statements, Yardi Voyager, Bookkeeping, QuickBooks, Budgets, Cash Management, Property Management, Payroll, Investments, Consolidation, MRI Software, Accounts Receivable, Bank Reconciliation, Income Statement, Fixed Assets, Corporate Tax, Asset Management, Financial Modeling, Income Tax, Mergers & Acquisitions, Tax Preparation, Sales Tax, External Audit, Internal Audit, Accounts Payable, Managerial Finance, Outlook
Education
Drexel University - College of Business and Administration 1995 — 2000
Bachelor's Degree, Accounting
University of Phoenix 2003 — 2005
Master, Accounting
Melissa Estevez's RSM McGladrey Experience September 2008 - October 2009
Job Tax Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey March 2012 - Present
McGladrey October 2009 - March 2012
RSM McGladrey September 2008 - October 2009
RSM McGladrey October 2006 - September 2008
Sony Music Entertainment December 2002 - October 2006
Skills
Tax, Corporate Tax, Tax Accounting, Accounting, FIN 48, Tax Research, Income Tax, ProSystem fx Tax, IRS Enrolled Agent, Caseware, QuickBooks, Tax Preparation
Education
Nova Southeastern University 2005 — 2006
Masters, Taxation
Florida International University 1996 — 2004
Bachelors, Accounting
McGladrey March 2012 - Present
McGladrey October 2009 - March 2012
RSM McGladrey September 2008 - October 2009
RSM McGladrey October 2006 - September 2008
Sony Music Entertainment December 2002 - October 2006
Skills
Tax, Corporate Tax, Tax Accounting, Accounting, FIN 48, Tax Research, Income Tax, ProSystem fx Tax, IRS Enrolled Agent, Caseware, QuickBooks, Tax Preparation
Education
Nova Southeastern University 2005 — 2006
Masters, Taxation
Florida International University 1996 — 2004
Bachelors, Accounting
Pat Matheson's RSM McGladrey Experience September 1999 - Present
Job IT Coordinator at RSM McGladrey
Industry Information Technology and Services
Experience
RSM McGladrey September 1999 - Present
Misys Healthcare Systems November 1996 - September 1999
Skills
Active Directory, Windows Server
Education
East Carolina University 1994 — 1996
Bachelor of Science (BS), Hospitality Administration/Management
East Carolina University
RSM McGladrey September 1999 - Present
Misys Healthcare Systems November 1996 - September 1999
Skills
Active Directory, Windows Server
Education
East Carolina University 1994 — 1996
Bachelor of Science (BS), Hospitality Administration/Management
East Carolina University
Nicole Krupa, CPA, MST's RSM McGladrey Experience July 2007 - October 2009
Job Tax Manager at Lime Rock Partners
Industry Accounting
Experience
Lime Rock Partners July 2012 - Present
BlumShapiro November 2009 - July 2012
RSM McGladrey July 2007 - October 2009
Education
Fairfield University 2007 — 2009
MST, Taxation
Fairfield University 2003 — 2007
B.A., Accounting & Music
Lime Rock Partners July 2012 - Present
BlumShapiro November 2009 - July 2012
RSM McGladrey July 2007 - October 2009
Education
Fairfield University 2007 — 2009
MST, Taxation
Fairfield University 2003 — 2007
B.A., Accounting & Music
Melinda Marmol Butler's RSM McGladrey Experience January 2006 - August 2011
Job Omega Advisors
Industry Accounting
Experience
SS&C Technologies August 2011 - March 2012
RSM McGladrey January 2006 - August 2011
Skills
GAAP, CPA, Auditing, Accounting, Financial Reporting, Internal Controls, US GAAP, Tax, Tax Preparation, Financial Accounting, QuickBooks, Financial Statements, Corporate Tax, General Ledger, Sarbanes-Oxley Act, SEC filings, Tax Accounting, Financial Analysis, Hedge Funds, Private Equity
Education
Florida Atlantic University 1998 — 2002
BS, Accounting
SS&C Technologies August 2011 - March 2012
RSM McGladrey January 2006 - August 2011
Skills
GAAP, CPA, Auditing, Accounting, Financial Reporting, Internal Controls, US GAAP, Tax, Tax Preparation, Financial Accounting, QuickBooks, Financial Statements, Corporate Tax, General Ledger, Sarbanes-Oxley Act, SEC filings, Tax Accounting, Financial Analysis, Hedge Funds, Private Equity
Education
Florida Atlantic University 1998 — 2002
BS, Accounting
Alison Sundberg's RSM McGladrey Experience August 2006 - March 2008
Job Associate at Cooley LLP, Estate Planning
Industry Law Practice
Experience
Cooley LLP March 2014 - Present
Baker & McKenzie September 2012 - February 2014
Coblentz, Patch, Duffy & Bass LLP September 2011 - April 2012
PwC June 2011 - August 2011
K&L Gates June 2010 - July 2010
Protiviti March 2008 - July 2009
RSM McGladrey August 2006 - March 2008
Skills
Tax Law, Legal Research, Legal Writing, Litigation, Corporate Law, Intellectual Property, Westlaw
Education
University of California, Hastings College of the Law 2009 — 2012
J.D. Magna Cum Laude, Law
Duke University 2002 — 2006
BS, Economics
Cooley LLP March 2014 - Present
Baker & McKenzie September 2012 - February 2014
Coblentz, Patch, Duffy & Bass LLP September 2011 - April 2012
PwC June 2011 - August 2011
K&L Gates June 2010 - July 2010
Protiviti March 2008 - July 2009
RSM McGladrey August 2006 - March 2008
Skills
Tax Law, Legal Research, Legal Writing, Litigation, Corporate Law, Intellectual Property, Westlaw
Education
University of California, Hastings College of the Law 2009 — 2012
J.D. Magna Cum Laude, Law
Duke University 2002 — 2006
BS, Economics
John Smagac's RSM McGladrey Experience October 2006 - January 2008
Job Quality Assurance Test Lead
Industry Information Technology and Services
Experience
John Deere October 2010 - March 2011
Bridgestone - Bandag June 2010 - October 2010
Nationwide 2010 - 2010
John Deere April 2008 - January 2009
RSM McGladrey October 2006 - January 2008
Pearson December 2005 - May 2006
Bandag 2004 - 2006
Bandag March 2005 - December 2005
Kelly Services October 2004 - March 2005
Education
Governors State University 1989 — 1991
John Deere October 2010 - March 2011
Bridgestone - Bandag June 2010 - October 2010
Nationwide 2010 - 2010
John Deere April 2008 - January 2009
RSM McGladrey October 2006 - January 2008
Pearson December 2005 - May 2006
Bandag 2004 - 2006
Bandag March 2005 - December 2005
Kelly Services October 2004 - March 2005
Education
Governors State University 1989 — 1991
Lucica Cucu, CPA's RSM McGladrey Experience January 2011 - Present
Job Consulting Associate at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey January 2011 - Present
Leapfrog Online March 2007 - January 2011
Lohan Companies January 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, GAAP, Financial Accounting, Financial Statements, Account Reconciliation, Finance, QuickBooks, Analysis, Corporate Finance, Business Valuation, Microsoft Excel, Data Analysis, Forecasting, Payroll, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Finance/ Management Accounting
RSM McGladrey January 2011 - Present
Leapfrog Online March 2007 - January 2011
Lohan Companies January 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, GAAP, Financial Accounting, Financial Statements, Account Reconciliation, Finance, QuickBooks, Analysis, Corporate Finance, Business Valuation, Microsoft Excel, Data Analysis, Forecasting, Payroll, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Finance/ Management Accounting
Richard Gans's RSM McGladrey Experience ConsultantThomson Tax & AccountingJanuary 2008 - February 2008
Job Consultant at RSM McGladrey
Industry Human Resources
Experience
RSM McGladrey ConsultantThomson Tax & AccountingJanuary 2008 - February 2008
fpmi 2003 - 2004
Education
Goddard College
RSM McGladrey ConsultantThomson Tax & AccountingJanuary 2008 - February 2008
fpmi 2003 - 2004
Education
Goddard College
Hersh Shah's RSM McGladrey Experience ManagerThe Chugh Firm2001 - 2006
Job Transaction Support Services at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey ManagerThe Chugh Firm2001 - 2006
The Chugh Firm 2001 - 2006
Education
Gujarat University 1993 — 2000
RSM McGladrey ManagerThe Chugh Firm2001 - 2006
The Chugh Firm 2001 - 2006
Education
Gujarat University 1993 — 2000
Rachel Gaither's RSM McGladrey Experience February 2002 - August 2006
Job Reference Librarian at Bridgeport Public Library
Industry Libraries
Experience
Fairfield Public Library November 2011 - April 2012
Bridgeport Public Library July 2011 - April 2012
Sacred Heart University November 2007 - April 2011
RSM McGladrey February 2002 - August 2006
Analog Devices November 2000 - July 2001
Agilent Technologies November 1999 - November 2000
Hewlett-Packard March 1997 - November 1999
Skills
Web 2.0, Research, Higher Education, Online Research, Library Instruction, Information Literacy, Public Speaking, Collection Development
Education
Dominican University 2004 — 2007
MBA, Business Administration
Dominican University 2004 — 2007
MLIS, Library & Information Science
Saint Mary's College of California 1999 — 2001
BA, Management
Fairfield Public Library November 2011 - April 2012
Bridgeport Public Library July 2011 - April 2012
Sacred Heart University November 2007 - April 2011
RSM McGladrey February 2002 - August 2006
Analog Devices November 2000 - July 2001
Agilent Technologies November 1999 - November 2000
Hewlett-Packard March 1997 - November 1999
Skills
Web 2.0, Research, Higher Education, Online Research, Library Instruction, Information Literacy, Public Speaking, Collection Development
Education
Dominican University 2004 — 2007
MBA, Business Administration
Dominican University 2004 — 2007
MLIS, Library & Information Science
Saint Mary's College of California 1999 — 2001
BA, Management
Mike Kirley's RSM McGladrey Experience May 2006 - August 2008
Job Chief Operating Officer at McGladrey
Industry Accounting
Experience
McGladrey December 2011 - Present
McGladrey & Pullen May 2010 - January 2012
RSM McGladrey May 2006 - August 2008
RSM McGladrey 2006 - 2008
McGladrey & Pullen 1993 - 2004
Education
Drake University 1970 — 1974
BA, Economics
McGladrey December 2011 - Present
McGladrey & Pullen May 2010 - January 2012
RSM McGladrey May 2006 - August 2008
RSM McGladrey 2006 - 2008
McGladrey & Pullen 1993 - 2004
Education
Drake University 1970 — 1974
BA, Economics
Carolyn Behn's RSM McGladrey Experience August 1989 - December 2011
Job Finance/Accounting Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP August 1989 - Present
RSM McGladrey August 1989 - December 2011
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, Internal Controls, Auditing, CPA, General Ledger, Finance
Education
Edgewood College
McGladrey LLP August 1989 - Present
RSM McGladrey August 1989 - December 2011
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, Internal Controls, Auditing, CPA, General Ledger, Finance
Education
Edgewood College
Diane Greenbaum, MBA, CMAP's RSM McGladrey Experience 2008 - 2009
Job Senior Business Intelligence Analyst at Booz Allen Hamilton
Industry Information Services
Experience
Booz Allen Hamilton 2011 - Present
FedSources (acquired by Deltek) 2009 - 2011
RSM McGladrey 2008 - 2009
INPUT (acquired by Deltek) 2008 - 2008
Global Knowledge 2006 - 2007
Skills
Management Consulting, Change Management, Strategic Communications, Strategy, Analytics, Business Analysis, Market Analysis, Business Intelligence, Consulting, Market Research, Government Contracting, Process Improvement, Management, Competitive Analysis, Strategic Partnerships, Business Process..., New Business Development, Business Development, Sales, Marketing Strategy, Account Management, Cross-functional Team..., Business Strategy, Professional Services, Leadership, Sales Process, Data Analysis, Social Media Outreach, Social Media..., Information Management, Data Analytics, Trend Analysis, Business Reporting, Data Governance, Salesforce.com, CRM, Requirements Gathering, Business Requirements, Stakeholder Analysis, Project Management
Education
Georgetown University - The McDonough School of Business
Change Management Advanced Practitioner (CMAP) Certification, Management Consulting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
University of North Carolina at Greensboro
Bachelor of Fine Arts (B.F.A.)
The Galloway School
Booz Allen Hamilton 2011 - Present
FedSources (acquired by Deltek) 2009 - 2011
RSM McGladrey 2008 - 2009
INPUT (acquired by Deltek) 2008 - 2008
Global Knowledge 2006 - 2007
Skills
Management Consulting, Change Management, Strategic Communications, Strategy, Analytics, Business Analysis, Market Analysis, Business Intelligence, Consulting, Market Research, Government Contracting, Process Improvement, Management, Competitive Analysis, Strategic Partnerships, Business Process..., New Business Development, Business Development, Sales, Marketing Strategy, Account Management, Cross-functional Team..., Business Strategy, Professional Services, Leadership, Sales Process, Data Analysis, Social Media Outreach, Social Media..., Information Management, Data Analytics, Trend Analysis, Business Reporting, Data Governance, Salesforce.com, CRM, Requirements Gathering, Business Requirements, Stakeholder Analysis, Project Management
Education
Georgetown University - The McDonough School of Business
Change Management Advanced Practitioner (CMAP) Certification, Management Consulting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
University of North Carolina at Greensboro
Bachelor of Fine Arts (B.F.A.)
The Galloway School
Nikki Sandars's RSM McGladrey Experience December 1997 - March 2010
Job Tax season Preparer/Manager at Seasonal Worker
Industry Accounting
Experience
Seasonal Worker November 2013 - Present
Young, Craig & Co. January 2010 - October 2013
Support Network for Battered Women September 2006 - March 2010
RSM McGladrey December 1997 - March 2010
Crisafi Pryor Farquhar & Sorensen December 1987 - December 1997
Grant Thornton October 1983 - December 1987
Skills
Tax Preparation, Financial Analysis, Small Business, Nonprofits, Tax, CPA, Real Estate, Accounting, Income Tax, LLC, S Corporations, Tax Accounting, US GAAP, Corporate Tax, General Ledger, Internal Controls, Strategic Planning, QuickBooks, Financial Accounting, Public Speaking
Education
Golden Gate University 1986 — 2000
Masters, Taxation
University of California, Berkeley 1967 — 1969
BA, Criminology
Seasonal Worker November 2013 - Present
Young, Craig & Co. January 2010 - October 2013
Support Network for Battered Women September 2006 - March 2010
RSM McGladrey December 1997 - March 2010
Crisafi Pryor Farquhar & Sorensen December 1987 - December 1997
Grant Thornton October 1983 - December 1987
Skills
Tax Preparation, Financial Analysis, Small Business, Nonprofits, Tax, CPA, Real Estate, Accounting, Income Tax, LLC, S Corporations, Tax Accounting, US GAAP, Corporate Tax, General Ledger, Internal Controls, Strategic Planning, QuickBooks, Financial Accounting, Public Speaking
Education
Golden Gate University 1986 — 2000
Masters, Taxation
University of California, Berkeley 1967 — 1969
BA, Criminology
Jim Arata's RSM McGladrey Experience Tax PartnerMcGladrey & Pullen1989 - Present
Job Managing Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey Tax PartnerMcGladrey & Pullen1989 - Present
Skills
Accounting, Tax Returns, Tax Preparation, Tax, CPA, International Tax, Tax Accounting, Income Tax, Corporate Tax, Sarbanes-Oxley Act, GAAP, Financial Reporting, Internal Controls, Tax Research, Business Valuation, QuickBooks, Financial Accounting, Partnership Taxation, Investments, Financial Analysis, Auditing, Private Equity, SEC filings, US GAAP, High Net Worth..., Financial Planners, Tax Advisory, Due Diligence
Education
Drake University 1973 — 1977
RSM McGladrey Tax PartnerMcGladrey & Pullen1989 - Present
Skills
Accounting, Tax Returns, Tax Preparation, Tax, CPA, International Tax, Tax Accounting, Income Tax, Corporate Tax, Sarbanes-Oxley Act, GAAP, Financial Reporting, Internal Controls, Tax Research, Business Valuation, QuickBooks, Financial Accounting, Partnership Taxation, Investments, Financial Analysis, Auditing, Private Equity, SEC filings, US GAAP, High Net Worth..., Financial Planners, Tax Advisory, Due Diligence
Education
Drake University 1973 — 1977
Rick Moehring's RSM McGladrey Experience 1995 - 2007
Job Owner, Woodland Human Capital Consultants
Industry Staffing and Recruiting
Experience
Woodland Human Capital Consultants 2007 - Present
S & C Bank 1995 - 2010
RSM McGladrey 1995 - 2007
Skills
Medical Devices, Real Estate, Insurance, Banking, Executive Search, Succession Planning, Strategy, Management Consulting, Business Development, Organizational..., Team Building, Talent Management, Human Resources, Management, Mergers & Acquisitions, Recruiting, Leadership Development, Process Improvement, Employee Benefits, Sales, HR Consulting, Strategic Planning, Performance Management, Executive Coaching, Consulting, Personnel Management, Sourcing
Education
Gustavus Adolphus College 1963 — 1967
BA, Business Administration
Woodland Human Capital Consultants 2007 - Present
S & C Bank 1995 - 2010
RSM McGladrey 1995 - 2007
Skills
Medical Devices, Real Estate, Insurance, Banking, Executive Search, Succession Planning, Strategy, Management Consulting, Business Development, Organizational..., Team Building, Talent Management, Human Resources, Management, Mergers & Acquisitions, Recruiting, Leadership Development, Process Improvement, Employee Benefits, Sales, HR Consulting, Strategic Planning, Performance Management, Executive Coaching, Consulting, Personnel Management, Sourcing
Education
Gustavus Adolphus College 1963 — 1967
BA, Business Administration
John Michaletz, CPA's RSM McGladrey Experience August 2008 - October 2010
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey October 2010 - September 2012
RSM McGladrey August 2008 - October 2010
RSM McGladrey January 2008 - April 2008
Gustavus Adolphus College May 2006 - August 2006
Banana Republic June 2004 - August 2005
Skills
Tax, Accounting, Financial Reporting, Microsoft Office, Leadership, Auditing, Financial Analysis
Education
Gustavus Adolphus College 2004 — 2008
B.A., Accounting
Edina High School 2001 — 2004
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey October 2010 - September 2012
RSM McGladrey August 2008 - October 2010
RSM McGladrey January 2008 - April 2008
Gustavus Adolphus College May 2006 - August 2006
Banana Republic June 2004 - August 2005
Skills
Tax, Accounting, Financial Reporting, Microsoft Office, Leadership, Auditing, Financial Analysis
Education
Gustavus Adolphus College 2004 — 2008
B.A., Accounting
Edina High School 2001 — 2004
Shirley Mendoza's RSM McGladrey Experience September 2007 - February 2012
Job Assistant Director of Finance at Bonita Bay Club
Industry Accounting
Experience
Bonita Bay Club February 2012 - Present
RSM McGladrey September 2007 - February 2012
GLF Contruction Corp 2002 - 2007
Skills
Tax, Accounting, GAAP, CPA, General Ledger, Finance, US GAAP, Financial Statements, Internal Controls, Financial Reporting, SEC Filings, Payroll
Education
Florida International University 2002 — 2007
accounting
Bonita Bay Club February 2012 - Present
RSM McGladrey September 2007 - February 2012
GLF Contruction Corp 2002 - 2007
Skills
Tax, Accounting, GAAP, CPA, General Ledger, Finance, US GAAP, Financial Statements, Internal Controls, Financial Reporting, SEC Filings, Payroll
Education
Florida International University 2002 — 2007
accounting
Drew Baker, CFE, CREI, PI's RSM McGladrey Experience October 2009 - April 2010
Job Special Investigator at NC Office of the State Auditor
Industry Accounting
Experience
NC Office of the State Auditor March 2013 - Present
Maiolo Investigations October 2011 - Present
N.C. Real Estate Commission May 2010 - March 2013
RSM McGladrey October 2009 - April 2010
RSM McGladrey June 2008 - August 2008
Town of Chapel Hill February 1998 - May 2008
Skills
Private Investigations, Criminal Investigations, Security, Surveillance, Police, Auditing
Education
North Carolina State University - College of Management 2008 — 2009
Masters, Accounting
University of North Carolina at Greensboro 2005 — 2008
Accounting
Guilford College 1990 — 1994
B.S., Political Science
NC Office of the State Auditor March 2013 - Present
Maiolo Investigations October 2011 - Present
N.C. Real Estate Commission May 2010 - March 2013
RSM McGladrey October 2009 - April 2010
RSM McGladrey June 2008 - August 2008
Town of Chapel Hill February 1998 - May 2008
Skills
Private Investigations, Criminal Investigations, Security, Surveillance, Police, Auditing
Education
North Carolina State University - College of Management 2008 — 2009
Masters, Accounting
University of North Carolina at Greensboro 2005 — 2008
Accounting
Guilford College 1990 — 1994
B.S., Political Science
Coleen Southwell's RSM McGladrey Experience 2002 - 2004
Job AVP/Sr. Philanthropy Officer at Cardinal Stritch University
Industry Higher Education
Experience
Cardinal Stritch University December 2014 - Present
University of Wisconsin-Madison School of Nursing October 2012 - December 2014
University of Wisconsin Foundation April 2004 - November 2012
RSM McGladrey 2002 - 2004
University of Minnesota College of Veterinary Medicine 2000 - 2001
University of Minnesota Cancer Center 1994 - 2000
Alliant Techsystems 1991 - 1994
Minnesota Life August 1987 - July 1991
Padilla Speer Beardsley March 1983 - August 1987
Skills
Nonprofits, Volunteer Management, Crisis Communications, Fundraising, Higher Education, Non-profits, Public Relations, Marketing, Media Relations, Program Management, Newsletters, Strategic Leadership, Stewardship, Strategy, Management, Speech Writing, Public Speaking
Education
Gonzaga University 2011 — 2014
MA, Organizational Leadership
University of Wisconsin-Madison 1978 — 1982
BA, Journalism
Cardinal Stritch University December 2014 - Present
University of Wisconsin-Madison School of Nursing October 2012 - December 2014
University of Wisconsin Foundation April 2004 - November 2012
RSM McGladrey 2002 - 2004
University of Minnesota College of Veterinary Medicine 2000 - 2001
University of Minnesota Cancer Center 1994 - 2000
Alliant Techsystems 1991 - 1994
Minnesota Life August 1987 - July 1991
Padilla Speer Beardsley March 1983 - August 1987
Skills
Nonprofits, Volunteer Management, Crisis Communications, Fundraising, Higher Education, Non-profits, Public Relations, Marketing, Media Relations, Program Management, Newsletters, Strategic Leadership, Stewardship, Strategy, Management, Speech Writing, Public Speaking
Education
Gonzaga University 2011 — 2014
MA, Organizational Leadership
University of Wisconsin-Madison 1978 — 1982
BA, Journalism
Michael Deering's RSM McGladrey Experience September 1999 - September 2011
Job Tax Partner, Director of Taxes at Mowery & Schoenfeld
Industry Accounting
Experience
Mowery & Schoenfeld September 2011 - Present
Chicago Estate Planning Council 2013 - Present
Illinois CPA Society 2012 - 2014
RSM McGladrey September 1999 - September 2011
Skills
Tax Research, CPA, Tax Accounting, FIN 48, Income Tax, Corporate Tax, Tax, Partnership Taxation, Financial Analysis, International Tax, US Tax, S Corporations, State Tax, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MST, Taxation
Northern Illinois University 1995 — 1999
Bachelor of Science, Accountancy
Mowery & Schoenfeld September 2011 - Present
Chicago Estate Planning Council 2013 - Present
Illinois CPA Society 2012 - 2014
RSM McGladrey September 1999 - September 2011
Skills
Tax Research, CPA, Tax Accounting, FIN 48, Income Tax, Corporate Tax, Tax, Partnership Taxation, Financial Analysis, International Tax, US Tax, S Corporations, State Tax, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MST, Taxation
Northern Illinois University 1995 — 1999
Bachelor of Science, Accountancy
Rick Barnvos's RSM McGladrey Experience September 2001 - December 2006
Job Senior tax manager at SKW,CPAS
Industry Accounting
Experience
Schneiderman, Kohn & Winston, Ltd. November 2013 - Present
Plante & Moran January 2007 - November 2013
RSM McGladrey September 2001 - December 2006
AMERICAN EXPRESS TAX & BUSINESS SERVICES September 2001 - December 2006
Picker & Associates, CPA's November 1995 - September 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2002
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Accounting
Adlai E. Stevenson 1982 — 1986
General studies
Schneiderman, Kohn & Winston, Ltd. November 2013 - Present
Plante & Moran January 2007 - November 2013
RSM McGladrey September 2001 - December 2006
AMERICAN EXPRESS TAX & BUSINESS SERVICES September 2001 - December 2006
Picker & Associates, CPA's November 1995 - September 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2002
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Accounting
Adlai E. Stevenson 1982 — 1986
General studies
Rachele Jenkins's RSM McGladrey Experience 1999 - 2001
Job President at Accountek Business Solutions, LLC
Industry Computer Software
Experience
Accountek Business Solutions, LLC September 2003 - Present
Dominion Estates Property Owners Assoc 2002 - Present
Tectura January 2001 - October 2003
RSM McGladrey 1999 - 2001
Skills
Sales Order Processing, Payroll, Inventory Management, Software Implementation, Software Installation, Data Integration, Great Plains Software, Accounts Payable, General Ledger, Accounts Receivable, Accounting, Purchasing, Reconciliation, Benefits, Fixed Assets, Accruals, Customer Service, Job Costing, HRIS, Shipping, Great Plains, Budgeting, Account Reconciliation, Receiving, Cost Center Accounting, Advanced Pricing, Multi-currency, Microsoft Office, Profit Center Management, Supply Chain Management, Excel, Balance, Depreciation, Financial Reporting, Journal Entries, Costing, Administration, Ledger, Microsoft Dynamics, Budgets, Microsoft Excel, Microsoft Technologies, System Administration, ERP, Business Process, Microsoft CRM, Professional Services, SSRS, Crystal Reports, Employee Benefits
Education
University of Phoenix 1999 — 2000
MBA, Business Administration/Accounting
University of Phoenix 1995 — 1998
BSBA, Business Administration/Accounting
Golden West College 1991 — 1994
AA, Business Administration/Accounting
Accountek Business Solutions, LLC September 2003 - Present
Dominion Estates Property Owners Assoc 2002 - Present
Tectura January 2001 - October 2003
RSM McGladrey 1999 - 2001
Skills
Sales Order Processing, Payroll, Inventory Management, Software Implementation, Software Installation, Data Integration, Great Plains Software, Accounts Payable, General Ledger, Accounts Receivable, Accounting, Purchasing, Reconciliation, Benefits, Fixed Assets, Accruals, Customer Service, Job Costing, HRIS, Shipping, Great Plains, Budgeting, Account Reconciliation, Receiving, Cost Center Accounting, Advanced Pricing, Multi-currency, Microsoft Office, Profit Center Management, Supply Chain Management, Excel, Balance, Depreciation, Financial Reporting, Journal Entries, Costing, Administration, Ledger, Microsoft Dynamics, Budgets, Microsoft Excel, Microsoft Technologies, System Administration, ERP, Business Process, Microsoft CRM, Professional Services, SSRS, Crystal Reports, Employee Benefits
Education
University of Phoenix 1999 — 2000
MBA, Business Administration/Accounting
University of Phoenix 1995 — 1998
BSBA, Business Administration/Accounting
Golden West College 1991 — 1994
AA, Business Administration/Accounting
Chen Cottrell's RSM McGladrey Experience January 2008 - April 2012
Job Managing Director at Paragon Advisors, Inc.
Industry Accounting
Experience
Paragon Advisors, Inc. August 2012 - Present
RSM McGladrey January 2008 - April 2012
PricewaterhouseCoopers January 2006 - December 2007
Deloitte & Touche January 2005 - December 2005
Green Hasson & Janks 1999 - 2005
Education
Golden Gate University 2000 — 2002
Master Business Taxation, Taxation
University of California, Los Angeles 1988 — 1992
Bachelor of Arts, Business/Economics
Paragon Advisors, Inc. August 2012 - Present
RSM McGladrey January 2008 - April 2012
PricewaterhouseCoopers January 2006 - December 2007
Deloitte & Touche January 2005 - December 2005
Green Hasson & Janks 1999 - 2005
Education
Golden Gate University 2000 — 2002
Master Business Taxation, Taxation
University of California, Los Angeles 1988 — 1992
Bachelor of Arts, Business/Economics
Maciej Bien, CPA's RSM McGladrey Experience January 2008 - April 2008
Job Accounting Professional
Industry Health, Wellness and Fitness
Experience
Thorek Memorial Hospital June 2010 - Present
Dimerco Express August 2008 - June 2010
RSM McGladrey January 2008 - April 2008
Paylocity August 2007 - December 2007
David Kaye Const October 2005 - July 2007
Skills
Accounting, Financial Analysis, Payroll, Budgets, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Managerial Finance, Tax, P&L, Income Statement, Forecasting, Accounts Receivable, Process Improvement, Leadership
Education
Dominican University 2006 — 2008
MBA, Accounting
2001 — 2005
Magister, International Business
Thorek Memorial Hospital June 2010 - Present
Dimerco Express August 2008 - June 2010
RSM McGladrey January 2008 - April 2008
Paylocity August 2007 - December 2007
David Kaye Const October 2005 - July 2007
Skills
Accounting, Financial Analysis, Payroll, Budgets, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Managerial Finance, Tax, P&L, Income Statement, Forecasting, Accounts Receivable, Process Improvement, Leadership
Education
Dominican University 2006 — 2008
MBA, Accounting
2001 — 2005
Magister, International Business
Debra Moye, CMI's RSM McGladrey Experience September 2003 - April 2010
Job Tax Project Manager at Florida Power & Light
Industry Accounting
Experience
Florida Power & Light April 2010 - Present
RSM McGladrey September 2003 - April 2010
Skills
Tax, Sales Tax, Tax Research, Tax Accounting, Auditing, Sarbanes-Oxley Act
Education
Florida Atlantic University 1997 — 1999
MACC, Accounting
Franciscan University of Steubenville 1987 — 1991
BS, Accounting
Florida Power & Light April 2010 - Present
RSM McGladrey September 2003 - April 2010
Skills
Tax, Sales Tax, Tax Research, Tax Accounting, Auditing, Sarbanes-Oxley Act
Education
Florida Atlantic University 1997 — 1999
MACC, Accounting
Franciscan University of Steubenville 1987 — 1991
BS, Accounting
Mark Mandell, CPA, MST's RSM McGladrey Experience 2006 - 2007
Job President, Mandell Advisory Group, Ltd Tax, Accounting and Business Consultants
Industry Accounting
Experience
Mandell Advisory Group, Ltd January 2007 - Present
RSM McGladrey 2006 - 2007
American Express Tax & Business Services 1998 - 2007
Skills
Tax, Trusts, Partnership Taxation, Tax Planning, Corporate Tax Planning, High Net Worth..., Accounting, Financial Planners, Small Business, CPA, Corporate Tax, Tax Accounting, Financial Analysis, Management, Tax Returns, Income Tax, Business Valuation, Tax Preparation, International Tax, Tax Research, Financial Reporting, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
Master of Science in Taxation, Taxation
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
Bachelor of Science in Accounting, Accounting
Mandell Advisory Group, Ltd January 2007 - Present
RSM McGladrey 2006 - 2007
American Express Tax & Business Services 1998 - 2007
Skills
Tax, Trusts, Partnership Taxation, Tax Planning, Corporate Tax Planning, High Net Worth..., Accounting, Financial Planners, Small Business, CPA, Corporate Tax, Tax Accounting, Financial Analysis, Management, Tax Returns, Income Tax, Business Valuation, Tax Preparation, International Tax, Tax Research, Financial Reporting, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
Master of Science in Taxation, Taxation
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
Bachelor of Science in Accounting, Accounting
Cedar Robinson's RSM McGladrey Experience January 2003 - November 2003
Job CoFounder/ Managing Director, Warner Robinson LLC
Industry Accounting
Experience
Warner Robinson LLC June 2009 - Present
City Union Mission May 2009 - Present
Grant Thornton November 2003 - May 2009
RSM McGladrey January 2003 - November 2003
PricewaterhouseCoopers January 1992 - January 2003
Coopers & Lybrand LLP 1992 - 1998
Skills
Federal Research and..., State R&D Tax Credits, Cost Segregation, R&D Credits, Tax, Corporate Tax, Tax Accounting, Auditing, Business Valuation, Income Tax, IRS, Project Planning, Tax Advisory, FIN 48, Business Advisory, Software Documentation, Tax Law, Forensic Accounting, Fixed Assets, Tax Credits, International Tax, Tax Preparation, Process Improvement, Accounting, Partnership Taxation, Property Tax, Financial Analysis, GAAP, Financial Planners, SEC filings, Tax Returns, Consulting, Tax Research, CPA, Management, Sales Tax
Education
Evangel University 1987 — 1992
BBA, Accounting
Taos High School
Warner Robinson LLC June 2009 - Present
City Union Mission May 2009 - Present
Grant Thornton November 2003 - May 2009
RSM McGladrey January 2003 - November 2003
PricewaterhouseCoopers January 1992 - January 2003
Coopers & Lybrand LLP 1992 - 1998
Skills
Federal Research and..., State R&D Tax Credits, Cost Segregation, R&D Credits, Tax, Corporate Tax, Tax Accounting, Auditing, Business Valuation, Income Tax, IRS, Project Planning, Tax Advisory, FIN 48, Business Advisory, Software Documentation, Tax Law, Forensic Accounting, Fixed Assets, Tax Credits, International Tax, Tax Preparation, Process Improvement, Accounting, Partnership Taxation, Property Tax, Financial Analysis, GAAP, Financial Planners, SEC filings, Tax Returns, Consulting, Tax Research, CPA, Management, Sales Tax
Education
Evangel University 1987 — 1992
BBA, Accounting
Taos High School
Katie Worek's RSM McGladrey Experience 2006 - 2008
Job Controller at Northern Illinois Steel
Industry Accounting
Experience
Northern Illinois Steel September 2014 - Present
Industrial Gas Springs, Inc. July 2008 - September 2014
RSM McGladrey 2006 - 2008
Skills
Accounting, Financial Accounting, Financial Analysis, Access, Internal Controls, Financial Reporting, Tax Accounting, PowerPoint, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Outlook, Corporate Tax, SEC filings, GAAP, Tax, Tax Research, Forecasting, Internal Audit, US GAAP, Assurance, Auditing, SAP, Microsoft Dynamics NAV
Education
Eastern Illinois University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.) Double major in Accounting and Finance, Accounting
Northern Illinois Steel September 2014 - Present
Industrial Gas Springs, Inc. July 2008 - September 2014
RSM McGladrey 2006 - 2008
Skills
Accounting, Financial Accounting, Financial Analysis, Access, Internal Controls, Financial Reporting, Tax Accounting, PowerPoint, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Outlook, Corporate Tax, SEC filings, GAAP, Tax, Tax Research, Forecasting, Internal Audit, US GAAP, Assurance, Auditing, SAP, Microsoft Dynamics NAV
Education
Eastern Illinois University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.) Double major in Accounting and Finance, Accounting
Chuck Wallbaum's RSM McGladrey Experience April 1998 - February 2000
Job Director of Technology Services for the School of Chemical Sciences at the University of Illinois
Industry Higher Education
Experience
University of Illinois School of Chemical Sciences December 2003 - Present
PersonalCare Health Management, Inc. February 2000 - December 2003
RSM McGladrey April 1998 - February 2000
Carle Clinic Association February 1996 - March 1998
Skills
Data Center, Strategic Planning, IT Management, Microsoft Certified..., Security, Integration, Servers, Information Technology, Networking, Process Improvement
Education
Eastern Illinois University 1998 — 2002
BA, Management Information Systems
University of Illinois School of Chemical Sciences December 2003 - Present
PersonalCare Health Management, Inc. February 2000 - December 2003
RSM McGladrey April 1998 - February 2000
Carle Clinic Association February 1996 - March 1998
Skills
Data Center, Strategic Planning, IT Management, Microsoft Certified..., Security, Integration, Servers, Information Technology, Networking, Process Improvement
Education
Eastern Illinois University 1998 — 2002
BA, Management Information Systems
Charlene Hung, CPA's RSM McGladrey Experience January 2009 - April 2009
Job Senior Associate at Friedman LLP
Industry Accounting
Experience
Friedman LLP May 2015 - Present
PwC July 2013 - March 2014
PricewaterhouseCoopers January 2011 - June 2013
PricewaterhouseCoopers June 2009 - July 2009
RSM McGladrey January 2009 - April 2009
Skills
Accounting, Tax Preparation, Tax, CPA, Corporate Tax, Financial Analysis, GAAP, Microsoft Excel
Education
Fordham Gabelli School of Business
Master’s Degree, Taxation
Fordham University 2006 — 2009
Bachelor’s Degree, Accounting
Babylon High School 2000 — 2006
Friedman LLP May 2015 - Present
PwC July 2013 - March 2014
PricewaterhouseCoopers January 2011 - June 2013
PricewaterhouseCoopers June 2009 - July 2009
RSM McGladrey January 2009 - April 2009
Skills
Accounting, Tax Preparation, Tax, CPA, Corporate Tax, Financial Analysis, GAAP, Microsoft Excel
Education
Fordham Gabelli School of Business
Master’s Degree, Taxation
Fordham University 2006 — 2009
Bachelor’s Degree, Accounting
Babylon High School 2000 — 2006
Shane Turner's RSM McGladrey Experience 2009 - 2011
Job CFO / Senior Vice President at 3 Corners Development / Madison Construction
Industry Accounting
Experience
3 Corners Development / Madison Construction December 2013 - Present
CliftonLarsonAllen 2011 - December 2013
RSM McGladrey 2009 - 2011
Polished Nickel Capital Management 2007 - 2009
Plante & Moran 2006 - 2007
Virchow Krause 2003 - 2005
Arthur Andersen LLP 1999 - 2003
E&Y/Kenneth Leventhal 1994 - 1999
Skills
Tax, Financial Statements, Due Diligence, Corporate Finance, Real Estate, Financial Reporting, Tax Accounting, Corporate Tax, Income Tax, Accounting, Financial Analysis, Finance, Internal Controls, Mergers & Acquisitions, US GAAP, CPA, Cash Flow Forecasting, GAAP, SEC filings
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
Masters of Science in Taxation, Taxation
San Francisco State University, College of Business 1987 — 1992
BS, Accounting
3 Corners Development / Madison Construction December 2013 - Present
CliftonLarsonAllen 2011 - December 2013
RSM McGladrey 2009 - 2011
Polished Nickel Capital Management 2007 - 2009
Plante & Moran 2006 - 2007
Virchow Krause 2003 - 2005
Arthur Andersen LLP 1999 - 2003
E&Y/Kenneth Leventhal 1994 - 1999
Skills
Tax, Financial Statements, Due Diligence, Corporate Finance, Real Estate, Financial Reporting, Tax Accounting, Corporate Tax, Income Tax, Accounting, Financial Analysis, Finance, Internal Controls, Mergers & Acquisitions, US GAAP, CPA, Cash Flow Forecasting, GAAP, SEC filings
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
Masters of Science in Taxation, Taxation
San Francisco State University, College of Business 1987 — 1992
BS, Accounting
Debbie DeCamp's RSM McGladrey Experience July 2004 - January 2008
Job Marketing Director at Bank Iowa
Industry Banking
Experience
Bank Iowa May 2008 - Present
RSM McGladrey July 2004 - January 2008
HALO/Lee Wayne Corporation February 1997 - July 2004
Skills
Advertising, Public Relations, Social Media, Marketing Communications, Promotions, Email Marketing, Event Planning, Marketing Strategy, Direct Marketing, Product Marketing, Marketing Management, Corporate Communications, Internal Communications, Vendor Management, Leadership, Strategic Planning, Marketing, Social Media Marketing, Management, Account Management, Online Marketing, Integrated Marketing
Education
Drake University 1992 — 1996
BA, JMC/Advertising
Southern Cal High School 1986 — 1995
Bank Iowa May 2008 - Present
RSM McGladrey July 2004 - January 2008
HALO/Lee Wayne Corporation February 1997 - July 2004
Skills
Advertising, Public Relations, Social Media, Marketing Communications, Promotions, Email Marketing, Event Planning, Marketing Strategy, Direct Marketing, Product Marketing, Marketing Management, Corporate Communications, Internal Communications, Vendor Management, Leadership, Strategic Planning, Marketing, Social Media Marketing, Management, Account Management, Online Marketing, Integrated Marketing
Education
Drake University 1992 — 1996
BA, JMC/Advertising
Southern Cal High School 1986 — 1995
Dennis Gray's RSM McGladrey Experience April 1997 - October 2000
Job VP, Product Excellence
Industry Computer Software
Experience
Emdat, Inc April 2007 - Present
University of Chicago Health System August 2003 - April 2007
Independent Consultant October 2000 - July 2003
RSM McGladrey April 1997 - October 2000
Aetna Life Insurance Company November 1990 - September 1996
Aetna Life Insurance Company August 1986 - October 1990
Automatic Data Processing July 1984 - August 1986
Automatic Data Processing September 1978 - June 1984
Automatic Data Processing September 1976 - August 1978
Skills
Troubleshooting, EMR, Healthcare Consulting, SDLC, Healthcare Information..., Process Improvement, Strategic Planning, HIPAA, Healthcare, IT Strategy, EHR, Hospitals, Visio, Team Building, Software Documentation, Vendor Management, SaaS, Revenue Cycle, Product Management, Management, Enterprise Software, Quality Assurance
Education
Eastern Michigan University 1982 — 1985
Master of Business Administration (MBA), Finance, General
Michigan State University 1972 — 1976
Bachelor of Science (B.S.), Applied Mathmatics, Computer Science
Emdat, Inc April 2007 - Present
University of Chicago Health System August 2003 - April 2007
Independent Consultant October 2000 - July 2003
RSM McGladrey April 1997 - October 2000
Aetna Life Insurance Company November 1990 - September 1996
Aetna Life Insurance Company August 1986 - October 1990
Automatic Data Processing July 1984 - August 1986
Automatic Data Processing September 1978 - June 1984
Automatic Data Processing September 1976 - August 1978
Skills
Troubleshooting, EMR, Healthcare Consulting, SDLC, Healthcare Information..., Process Improvement, Strategic Planning, HIPAA, Healthcare, IT Strategy, EHR, Hospitals, Visio, Team Building, Software Documentation, Vendor Management, SaaS, Revenue Cycle, Product Management, Management, Enterprise Software, Quality Assurance
Education
Eastern Michigan University 1982 — 1985
Master of Business Administration (MBA), Finance, General
Michigan State University 1972 — 1976
Bachelor of Science (B.S.), Applied Mathmatics, Computer Science
Matthew Walker, CPA, CRMA's RSM McGladrey Experience October 2004 - December 2009
Job Senior Audit Manager at BankUnited
Industry Banking
Experience
BankUnited July 2011 - Present
South Florida Banking Institute June 2010 - May 2011
First Bank of Miami December 2009 - May 2011
FICPA Miami-Downtown Chapter June 2006 - June 2010
RSM McGladrey October 2004 - December 2009
Orth, Chakler, Murnane & Company December 1996 - October 2004
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Accounting, Internal Audit, Loans, Internal Controls, Interest Rate Risk..., Banking, Investments, Treasury, Cash Management, US GAAP, SOX Compliance, Allowance for Loan &..., Investments and Treasury, Model Risk Management...
Education
Stonier Graduate School of Banking/ University of Pennsylvania and Wharton School of Business 2013 — 2015
Degree from Graduate School Of Banking
Furman University 1992 — 1996
Bachelors, Accounting and Business Administration
BankUnited July 2011 - Present
South Florida Banking Institute June 2010 - May 2011
First Bank of Miami December 2009 - May 2011
FICPA Miami-Downtown Chapter June 2006 - June 2010
RSM McGladrey October 2004 - December 2009
Orth, Chakler, Murnane & Company December 1996 - October 2004
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Accounting, Internal Audit, Loans, Internal Controls, Interest Rate Risk..., Banking, Investments, Treasury, Cash Management, US GAAP, SOX Compliance, Allowance for Loan &..., Investments and Treasury, Model Risk Management...
Education
Stonier Graduate School of Banking/ University of Pennsylvania and Wharton School of Business 2013 — 2015
Degree from Graduate School Of Banking
Furman University 1992 — 1996
Bachelors, Accounting and Business Administration
Mayer Steinman's RSM McGladrey Experience September 2005 - March 2009
Job Senior Associate at Fried Frank
Industry Legal Services
Experience
Fried Frank March 2015 - Present
Cahill Gordon & Reindel January 2010 - March 2015
RSM McGladrey September 2005 - March 2009
Cahill Gordon & Reindel May 2008 - July 2008
Hon. Leon Ruchelsman, Supreme Court, Kings County June 2007 - August 2007
Loeb & Troper July 2004 - September 2005
Skills
Auditing, Legal Writing, Tax Returns, Mergers, Tax, Securities Regulation, Private Equity, Due Diligence, Corporate Law, Litigation, Accounting, IPO, Non-profits, Legal Research, Corporate Finance, Financial Reporting, Financial Analysis, Internal Controls, Intellectual Property, Tax Law, Financial Statements, Hedge Funds, Mergers & Acquisitions, Nonprofits
Education
Fordham University School of Law 2006 — 2009
J.D.
Yeshiva University 2002 — 2005
B.A., Accounting
Fried Frank March 2015 - Present
Cahill Gordon & Reindel January 2010 - March 2015
RSM McGladrey September 2005 - March 2009
Cahill Gordon & Reindel May 2008 - July 2008
Hon. Leon Ruchelsman, Supreme Court, Kings County June 2007 - August 2007
Loeb & Troper July 2004 - September 2005
Skills
Auditing, Legal Writing, Tax Returns, Mergers, Tax, Securities Regulation, Private Equity, Due Diligence, Corporate Law, Litigation, Accounting, IPO, Non-profits, Legal Research, Corporate Finance, Financial Reporting, Financial Analysis, Internal Controls, Intellectual Property, Tax Law, Financial Statements, Hedge Funds, Mergers & Acquisitions, Nonprofits
Education
Fordham University School of Law 2006 — 2009
J.D.
Yeshiva University 2002 — 2005
B.A., Accounting
Stan Kot's RSM McGladrey Experience January 2000 - Present
Job Director at RSM McGladrey
Industry Financial Services
Experience
RSM McGladrey January 2000 - Present
Ritchie Capital Management, LLC 2005 - 2005
DiMaggio & Rosario, LLC July 1997 - December 1999
Skills
Fund Of Funds, Hedge Funds, Private Equity, Partnership Taxation, Finance, Tax, Accounting, Financial Services, Tax Preparation, Financial Statements, Auditing, GAAP, SEC Filings, Financial Analysis, Tax Research, Financial Reporting, CPA
Education
University of Illinois at Chicago
Bachelor, Accounting
Lane Technical High School 1988 — 1992
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Taxation
RSM McGladrey January 2000 - Present
Ritchie Capital Management, LLC 2005 - 2005
DiMaggio & Rosario, LLC July 1997 - December 1999
Skills
Fund Of Funds, Hedge Funds, Private Equity, Partnership Taxation, Finance, Tax, Accounting, Financial Services, Tax Preparation, Financial Statements, Auditing, GAAP, SEC Filings, Financial Analysis, Tax Research, Financial Reporting, CPA
Education
University of Illinois at Chicago
Bachelor, Accounting
Lane Technical High School 1988 — 1992
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Taxation
Jennifer Julander's RSM McGladrey Experience 1997 - 2007
Job Shareholder and Director of Business Valuation at BCC Advisers
Industry Investment Banking
Experience
BCC Advisers August 2007 - Present
RSM McGladrey 1997 - 2007
Skills
Financial Analysis, Strategic Planning, Risk Management, Financial Reporting, Financial Modeling, Accounting, Finance, Mergers & Acquisitions, Management, Business Valuation, Tax, Corporate Finance, Due Diligence, Valuation
Education
Drake University 1991 — 1993
Bachelor's degree, Elementary Education and Teaching, Graduated Magna Cum Laude
Iowa State University 1986 — 1989
Public Relations, HRI Management
BCC Advisers August 2007 - Present
RSM McGladrey 1997 - 2007
Skills
Financial Analysis, Strategic Planning, Risk Management, Financial Reporting, Financial Modeling, Accounting, Finance, Mergers & Acquisitions, Management, Business Valuation, Tax, Corporate Finance, Due Diligence, Valuation
Education
Drake University 1991 — 1993
Bachelor's degree, Elementary Education and Teaching, Graduated Magna Cum Laude
Iowa State University 1986 — 1989
Public Relations, HRI Management
Lon Larson's RSM McGladrey Experience January 1990 - May 1995
Job Vice President & Coowner, Castle Danger Brewery
Industry Food & Beverages
Experience
Castle Danger Brewery July 2013 - Present
Bay West LLC May 1995 - January 2015
RSM McGladrey January 1990 - May 1995
Skills
Remediation, Environmental Consulting, Environmental Awareness, Hazardous Waste..., Executive Management, Craft Beer, Contract Negotiation, Team Building, Cost Accounting, Business Strategy, Private Equity, Environmental Science, Budgets, Environmental..., Project Management, Sales
Education
Gustavus Adolphus College 1986 — 1990
BA, Accounting
Two Harbors High School 1982 — 1986
Castle Danger Brewery July 2013 - Present
Bay West LLC May 1995 - January 2015
RSM McGladrey January 1990 - May 1995
Skills
Remediation, Environmental Consulting, Environmental Awareness, Hazardous Waste..., Executive Management, Craft Beer, Contract Negotiation, Team Building, Cost Accounting, Business Strategy, Private Equity, Environmental Science, Budgets, Environmental..., Project Management, Sales
Education
Gustavus Adolphus College 1986 — 1990
BA, Accounting
Two Harbors High School 1982 — 1986
Cynthia Loftus's RSM McGladrey Experience January 1989 - Present
Job at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey January 1989 - Present
Education
Florida Atlantic University 1986 — 1990
Master of Accounting, Accounting, Taxes
RSM McGladrey January 1989 - Present
Education
Florida Atlantic University 1986 — 1990
Master of Accounting, Accounting, Taxes
Jill Rockwood's RSM McGladrey Experience August 2007 - July 2008
Job Controller at Dealer Funding, LLC
Industry Financial Services
Experience
Rotella Capital Management June 2011 - April 2014
BlackRock August 2008 - December 2010
RSM McGladrey August 2007 - July 2008
CPA Financial Solutions, Inc August 2003 - July 2007
Branch Banking and Trust March 2003 - July 2003
Branch Banking and Trust October 2001 - March 2003
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Financial Accounting, Tax Preparation, Internal Controls, Auditing, Sarbanes-Oxley Act, Tax Accounting, Financial Statements, Internal Audit, CPA, General Ledger, Financial Planners, GAAP, SEC filings, Corporate Tax, Cash Flow, QuickBooks, Banking, Finance, Budgets, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Masters, Masters of Taxation
University of North Georgia 1997 — 2001
Bachelors, Accounting
Rotella Capital Management June 2011 - April 2014
BlackRock August 2008 - December 2010
RSM McGladrey August 2007 - July 2008
CPA Financial Solutions, Inc August 2003 - July 2007
Branch Banking and Trust March 2003 - July 2003
Branch Banking and Trust October 2001 - March 2003
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Financial Accounting, Tax Preparation, Internal Controls, Auditing, Sarbanes-Oxley Act, Tax Accounting, Financial Statements, Internal Audit, CPA, General Ledger, Financial Planners, GAAP, SEC filings, Corporate Tax, Cash Flow, QuickBooks, Banking, Finance, Budgets, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Masters, Masters of Taxation
University of North Georgia 1997 — 2001
Bachelors, Accounting
Brian Hawkins, CPA's RSM McGladrey Experience September 2005 - June 2012
Job Senior Tax Accountant at NewMarket Corporation
Industry Chemicals
Experience
NewMarket Corporation June 2012 - Present
RSM McGladrey September 2005 - June 2012
Skills
Corporate Tax, Tax Accounting, GAAP, Accounting, US GAAP, CPA, SEC filings, Tax Research, FIN 48, Sarbanes-Oxley Act, Tax, Income Tax, Auditing, Financial Accounting
Education
East Carolina University - College of Business 1999 — 2005
MSA/BSA, Accounting
NewMarket Corporation June 2012 - Present
RSM McGladrey September 2005 - June 2012
Skills
Corporate Tax, Tax Accounting, GAAP, Accounting, US GAAP, CPA, SEC filings, Tax Research, FIN 48, Sarbanes-Oxley Act, Tax, Income Tax, Auditing, Financial Accounting
Education
East Carolina University - College of Business 1999 — 2005
MSA/BSA, Accounting