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
Michael Ungerman Michael Ungerman's RSM McGladrey Experience November 2006 - November 2009
Job Senior Systems Administrator at PAR Electrical Contractors
Industry Information Technology and Services
Experience
PAR Electrical Contractors September 2011 - Present
RSM McGladrey, Inc September 2010 - September 2011
API Foils November 2009 - September 2010
RSM McGladrey November 2006 - November 2009
Mary Greeley Medical Center October 2004 - November 2006
Mary Greeley Medical Center October 2001 - October 2004
International Paper August 2000 - August 2001
Skills
Active Directory, Windows Server, vSphere, Microsoft Certified..., Citrix Metaframe, Microsoft Certified..., 2008 R2, System Administration, VMware, Citrix, Microsoft Exchange, Disaster Recovery, VMware ESX, Windows 7, SCCM, Troubleshooting, Cisco Technologies, Servers, VMware Infrastructure, Blackberry Enterprise..., Networking, Technical Support, Network Administration
Education
Iowa State University
B.S., Industrial Technology and Manufacturing
PAR Electrical Contractors September 2011 - Present
RSM McGladrey, Inc September 2010 - September 2011
API Foils November 2009 - September 2010
RSM McGladrey November 2006 - November 2009
Mary Greeley Medical Center October 2004 - November 2006
Mary Greeley Medical Center October 2001 - October 2004
International Paper August 2000 - August 2001
Skills
Active Directory, Windows Server, vSphere, Microsoft Certified..., Citrix Metaframe, Microsoft Certified..., 2008 R2, System Administration, VMware, Citrix, Microsoft Exchange, Disaster Recovery, VMware ESX, Windows 7, SCCM, Troubleshooting, Cisco Technologies, Servers, VMware Infrastructure, Blackberry Enterprise..., Networking, Technical Support, Network Administration
Education
Iowa State University
B.S., Industrial Technology and Manufacturing
Julie Luedtke Julie Luedtke's RSM McGladrey Experience October 2005 - May 2007
Job Financial Director at AgSource Cooperative Services
Industry Dairy
Experience
CRI/AgSource October 2013 - Present
CRI/AgSource March 2013 - October 2013
M3 Insurance Solutions for Business July 2008 - March 2013
CUNA Mutual Group May 2007 - July 2008
RSM McGladrey October 2005 - May 2007
RSM McGladrey June 2003 - October 2005
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Team Building, Business Planning, Business Process..., Enterprise Risk..., Strategic Planning, Process Management, Management, Corporate Finance, Team Leadership, Finance, Insurance, Employee Benefits, General Ledger, Accounting, Customer Service, Budgets, Financial Planning
Education
Lakeland College
Bachelors, Accounting, Business Administration, Economics
Madison Area Technical College
Associate, Accounting
CRI/AgSource October 2013 - Present
CRI/AgSource March 2013 - October 2013
M3 Insurance Solutions for Business July 2008 - March 2013
CUNA Mutual Group May 2007 - July 2008
RSM McGladrey October 2005 - May 2007
RSM McGladrey June 2003 - October 2005
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Team Building, Business Planning, Business Process..., Enterprise Risk..., Strategic Planning, Process Management, Management, Corporate Finance, Team Leadership, Finance, Insurance, Employee Benefits, General Ledger, Accounting, Customer Service, Budgets, Financial Planning
Education
Lakeland College
Bachelors, Accounting, Business Administration, Economics
Madison Area Technical College
Associate, Accounting
Brooks Schmitt, CFA Brooks Schmitt, CFA's RSM McGladrey Experience November 2004 - August 2006
Job Manager Financial Analysis at Ecolab
Industry Consumer Goods
Experience
Ecolab October 2014 - Present
Ecolab October 2013 - October 2014
Ecolab August 2011 - October 2013
Bank of America August 2006 - August 2011
RSM McGladrey November 2004 - August 2006
MidAmerica Bank October 2002 - October 2004
Skills
Financial Analysis, Management, Finance, Analysis, Forecasting, Mergers & Acquisitions, Risk Management, Financial Modeling, Credit, Banking
Education
University of Chicago Booth School of Business 2008 — 2011
MBA, Accounting & Analytical Finance
Lake Forest College 1998 — 2002
Bachelor of Arts, Economics
Ecolab October 2014 - Present
Ecolab October 2013 - October 2014
Ecolab August 2011 - October 2013
Bank of America August 2006 - August 2011
RSM McGladrey November 2004 - August 2006
MidAmerica Bank October 2002 - October 2004
Skills
Financial Analysis, Management, Finance, Analysis, Forecasting, Mergers & Acquisitions, Risk Management, Financial Modeling, Credit, Banking
Education
University of Chicago Booth School of Business 2008 — 2011
MBA, Accounting & Analytical Finance
Lake Forest College 1998 — 2002
Bachelor of Arts, Economics
Justin Hawkins Justin Hawkins's RSM McGladrey Experience January 2011 - April 2012
Job Project Manager at Time2Market
Industry Information Technology and Services
Experience
Time2Market May 2014 - Present
Avtex Solutions, LLC July 2013 - May 2014
Avtex Solutions, LLC April 2012 - July 2013
RSM McGladrey January 2011 - April 2012
Iowa State University August 2007 - July 2011
Inetium May 2010 - August 2010
United States Navy Reserve August 2007 - July 2010
Inetium May 2008 - August 2008
Skills
Microsoft Office, Team Leadership, Project Management, Microsoft Excel, Customer Service, Windows 7, Visio, Strategic Planning, Access, CRM, Windows Server, VMware, Business Analysis, Troubleshooting, Leadership, Management, Servers, Technical Support, Information Technology, Microsoft Exchange, SharePoint, Networking, System Administration, Software Documentation, Security
Education
Iowa State University 2007 — 2011
Bachelor of Science (B.S.), Management Information Systems
Iowa State University - College of Business 2007 — 2011
BA, Management Information Systems
Time2Market May 2014 - Present
Avtex Solutions, LLC July 2013 - May 2014
Avtex Solutions, LLC April 2012 - July 2013
RSM McGladrey January 2011 - April 2012
Iowa State University August 2007 - July 2011
Inetium May 2010 - August 2010
United States Navy Reserve August 2007 - July 2010
Inetium May 2008 - August 2008
Skills
Microsoft Office, Team Leadership, Project Management, Microsoft Excel, Customer Service, Windows 7, Visio, Strategic Planning, Access, CRM, Windows Server, VMware, Business Analysis, Troubleshooting, Leadership, Management, Servers, Technical Support, Information Technology, Microsoft Exchange, SharePoint, Networking, System Administration, Software Documentation, Security
Education
Iowa State University 2007 — 2011
Bachelor of Science (B.S.), Management Information Systems
Iowa State University - College of Business 2007 — 2011
BA, Management Information Systems
Lana Trent's RSM McGladrey Experience September 2001 - October 2007
Job Senior Consultant at NimbleUser
Industry Computer Software
Experience
NimbleUser June 2015 - Present
Computer System Innovations October 2007 - June 2015
RSM McGladrey September 2001 - October 2007
BKD, LLP August 1996 - September 2001
East 91st Street Christian Church 1994 - 1996
Platinun Rule Ministries 1990 - 1993
Skills
Non-profits, Fundraising, Project Management, Software Implementation, Business Analysis, Consulting, Business Process, Requirements Gathering, Management Consulting, Requirements Analysis, Software Project..., Business Intelligence, Nonprofits, Crystal Reports, Business Process..., Databases, CRM, Data Analysis, Agile Methodologies, Management, Leadership, Team Leadership
Education
Indiana University - Kelley School of Business 1987 — 1993
MBA, Marketing
Purdue University 1981 — 1985
BA, Communications and Psychology
Danville High School 1977 — 1981
H.S., Math, Science, English, Spanish
NimbleUser June 2015 - Present
Computer System Innovations October 2007 - June 2015
RSM McGladrey September 2001 - October 2007
BKD, LLP August 1996 - September 2001
East 91st Street Christian Church 1994 - 1996
Platinun Rule Ministries 1990 - 1993
Skills
Non-profits, Fundraising, Project Management, Software Implementation, Business Analysis, Consulting, Business Process, Requirements Gathering, Management Consulting, Requirements Analysis, Software Project..., Business Intelligence, Nonprofits, Crystal Reports, Business Process..., Databases, CRM, Data Analysis, Agile Methodologies, Management, Leadership, Team Leadership
Education
Indiana University - Kelley School of Business 1987 — 1993
MBA, Marketing
Purdue University 1981 — 1985
BA, Communications and Psychology
Danville High School 1977 — 1981
H.S., Math, Science, English, Spanish
Aniko Keseru Aniko Keseru's RSM McGladrey Experience February 2006 - July 2007
Job Senior Accountant
Industry Accounting
Experience
Emerson (Roxar) August 2011 - Present
Tadano America Corporation August 2010 - August 2011
Inflatable Gameworld, Inc. May 2003 - June 2010
Meteor Sealing Systems LLC 2007 - 2009
RSM McGladrey February 2006 - July 2007
The Davey Tree Expert Company 2004 - 2005
Safe-N-Sound Security Inc February 2001 - November 2003
Allied Machine & Engineering Corp. 1996 - 2001
Skills
Accounting, Internal Controls, Time Management, Training, Financial Reporting, Strategic Planning, Tax, General Ledger, Budgets, Forecasting, Sarbanes-Oxley Act, Financial Accounting, Accounts Payable, Auditing, Variance Analysis
Education
Kent State University 1998 — 2005
B.B.A., Accounting
Emerson (Roxar) August 2011 - Present
Tadano America Corporation August 2010 - August 2011
Inflatable Gameworld, Inc. May 2003 - June 2010
Meteor Sealing Systems LLC 2007 - 2009
RSM McGladrey February 2006 - July 2007
The Davey Tree Expert Company 2004 - 2005
Safe-N-Sound Security Inc February 2001 - November 2003
Allied Machine & Engineering Corp. 1996 - 2001
Skills
Accounting, Internal Controls, Time Management, Training, Financial Reporting, Strategic Planning, Tax, General Ledger, Budgets, Forecasting, Sarbanes-Oxley Act, Financial Accounting, Accounts Payable, Auditing, Variance Analysis
Education
Kent State University 1998 — 2005
B.B.A., Accounting
Jeff Gerhart Jeff Gerhart's RSM McGladrey Experience June 1996 - May 2000
Job Business Development Manager at Peak 10
Industry Information Technology and Services
Experience
Peak 10 November 2013 - Present
Virginia Business Systems November 2012 - October 2013
Ricoh Americas Corporation September 2006 - July 2012
Sprint July 2003 - August 2006
Summit Business Solutions June 2000 - April 2003
RSM McGladrey June 1996 - May 2000
CMS Automation, Inc. August 1990 - June 1996
Skills
Sales Management, Solution Selling, Managed Services, Salesforce.com, Sales Process, Account Management, Direct Sales, SaaS, New Business Development, Cloud Computing, Strategic Planning, Professional Services, Enterprise Software, Team Building, Sales, Vendor Management, Project Management, B2B, Team Leadership, Business Development, Marketing, Cross-functional Team..., Business Analysis, Strategy, Process Improvement, Management, Sales Operations, Training, Leadership, Security, Strategic Partnerships, Lead Generation, Managed Print Services, Cold Calling, Selling, Business Continuity, Disaster Recovery, Networking, Consulting
Education
James Madison University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Madison County High School 1977 — 1980
Peak 10 November 2013 - Present
Virginia Business Systems November 2012 - October 2013
Ricoh Americas Corporation September 2006 - July 2012
Sprint July 2003 - August 2006
Summit Business Solutions June 2000 - April 2003
RSM McGladrey June 1996 - May 2000
CMS Automation, Inc. August 1990 - June 1996
Skills
Sales Management, Solution Selling, Managed Services, Salesforce.com, Sales Process, Account Management, Direct Sales, SaaS, New Business Development, Cloud Computing, Strategic Planning, Professional Services, Enterprise Software, Team Building, Sales, Vendor Management, Project Management, B2B, Team Leadership, Business Development, Marketing, Cross-functional Team..., Business Analysis, Strategy, Process Improvement, Management, Sales Operations, Training, Leadership, Security, Strategic Partnerships, Lead Generation, Managed Print Services, Cold Calling, Selling, Business Continuity, Disaster Recovery, Networking, Consulting
Education
James Madison University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Madison County High School 1977 — 1980
Jonathan Gilmore Jonathan Gilmore's RSM McGladrey Experience May 2003 - June 2004
Job Project Manager at ICF Interactive
Industry Information Technology and Services
Experience
ICF Interactive January 2012 - Present
Ironworks Consulting, LLC January 2007 - March 2012
Ironworks Consulting April 2005 - December 2006
BroadPoint Technologies July 2004 - March 2005
RSM McGladrey May 2003 - June 2004
Advanced Management Solutions April 2002 - April 2003
Advanced Management Solutions January 2001 - March 2002
Advanced Management Solutions November 1999 - December 2000
Marine Terminals Corporation April 1999 - November 1999
UC Irvine Alumni Association May 1998 - March 1999
Skills
Software Development, Business Analysis, Program Management, SharePoint, CRM, Recruiting, SDLC, Microsoft CRM, Enterprise Software, Project Management, Higher Education, Customer Service, Management, Business Intelligence, Integration, Business Development, Software Project..., Professional Services, Sales, Product Management, Consulting, Customer Relations, Security, E-commerce, Training, Scrum, Analysis, HTML, Budgets, Agile Project Management, Web Services, New Business Development, Strategy, CMS, JIRA, Confluence, Enterprise Content...
Education
Indiana Univeristy 1992 — 1994
MS, College Student Personnel Administration
University of California, Irvine 1987 — 1992
BA, Social Ecology, Computer Science
ICF Interactive January 2012 - Present
Ironworks Consulting, LLC January 2007 - March 2012
Ironworks Consulting April 2005 - December 2006
BroadPoint Technologies July 2004 - March 2005
RSM McGladrey May 2003 - June 2004
Advanced Management Solutions April 2002 - April 2003
Advanced Management Solutions January 2001 - March 2002
Advanced Management Solutions November 1999 - December 2000
Marine Terminals Corporation April 1999 - November 1999
UC Irvine Alumni Association May 1998 - March 1999
Skills
Software Development, Business Analysis, Program Management, SharePoint, CRM, Recruiting, SDLC, Microsoft CRM, Enterprise Software, Project Management, Higher Education, Customer Service, Management, Business Intelligence, Integration, Business Development, Software Project..., Professional Services, Sales, Product Management, Consulting, Customer Relations, Security, E-commerce, Training, Scrum, Analysis, HTML, Budgets, Agile Project Management, Web Services, New Business Development, Strategy, CMS, JIRA, Confluence, Enterprise Content...
Education
Indiana Univeristy 1992 — 1994
MS, College Student Personnel Administration
University of California, Irvine 1987 — 1992
BA, Social Ecology, Computer Science
Elyse Kalish, CPA's RSM McGladrey Experience 2006 - 2008
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US September 2008 - Present
Rothstein Kass September 2008 - June 2014
RSM McGladrey 2006 - 2008
Skills
Financial Reporting, Accounting, GAAP, Financial Analysis, CPA, Tax Accounting, Financial Accounting, US GAAP, Tax Preparation, Auditing, Tax Research, Tax, SEC filings, Internal Controls, Partnership Taxation, Income Tax, Private Equity, Bookkeeping, Corporate Tax, Tax Returns, Hedge Funds, Financial Services, QuickBooks
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Accounting & Operations Management
KPMG US September 2008 - Present
Rothstein Kass September 2008 - June 2014
RSM McGladrey 2006 - 2008
Skills
Financial Reporting, Accounting, GAAP, Financial Analysis, CPA, Tax Accounting, Financial Accounting, US GAAP, Tax Preparation, Auditing, Tax Research, Tax, SEC filings, Internal Controls, Partnership Taxation, Income Tax, Private Equity, Bookkeeping, Corporate Tax, Tax Returns, Hedge Funds, Financial Services, QuickBooks
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Accounting & Operations Management
Chelsey Carlson's RSM McGladrey Experience May 2007 - August 2008
Job Field Marketing Manager at Fleetmatics
Industry Marketing and Advertising
Experience
Fleetmatics January 2013 - Present
FleetMatics September 2012 - December 2012
FleetMatics June 2011 - September 2012
FleetMatics December 2010 - June 2011
Onesti Entertainment May 2010 - November 2010
Illinois State University May 2009 - May 2010
RSM McGladrey May 2007 - August 2008
Provena Health / St. Joseph's Hospital October 2005 - August 2008
Skills
Salesforce.com, PowerPoint, Facebook, Photoshop, Microsoft Word, Eloqua, Word, Customer Relations, Corporate Events, Customer Engagement, Case Studies, Direct Mail Campaigns, Multi-channel Campaign..., Association Management, New Business Development, Customer Service, Marketing, Account Management, Sales Process, CRM, Lead Generation, Email Marketing, Sales Operations, Contract Negotiation, Management, B2B, Outlook, Sales Management, Online Marketing
Education
Illinois State University 2006 — 2010
Bachelors, Marketing
Fleetmatics January 2013 - Present
FleetMatics September 2012 - December 2012
FleetMatics June 2011 - September 2012
FleetMatics December 2010 - June 2011
Onesti Entertainment May 2010 - November 2010
Illinois State University May 2009 - May 2010
RSM McGladrey May 2007 - August 2008
Provena Health / St. Joseph's Hospital October 2005 - August 2008
Skills
Salesforce.com, PowerPoint, Facebook, Photoshop, Microsoft Word, Eloqua, Word, Customer Relations, Corporate Events, Customer Engagement, Case Studies, Direct Mail Campaigns, Multi-channel Campaign..., Association Management, New Business Development, Customer Service, Marketing, Account Management, Sales Process, CRM, Lead Generation, Email Marketing, Sales Operations, Contract Negotiation, Management, B2B, Outlook, Sales Management, Online Marketing
Education
Illinois State University 2006 — 2010
Bachelors, Marketing
BRIAN SACKSTEIN BRIAN SACKSTEIN's RSM McGladrey Experience November 2006 - February 2012
Job Director at Marcum, LLP.
Industry Accounting
Experience
Marcum LLP February 2013 - Present
GRASSI & CO. February 2012 - February 2013
RSM McGLADREY, INC. November 2006 - February 2012
RSM McGladrey November 2006 - February 2012
McGladrey & Pullen November 2006 - February 2012
McGladrey November 2006 - February 2012
BDO Seidman, LLP February 1997 - November 2006
Loeb & Troper January 1995 - February 1997
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, CPA, GAAP, Tax, Financial Analysis, Financial Accounting, US GAAP, General Ledger, Income Tax, Accounts Receivable, Financial Statements, Internal Audit, Accounts Payable, Tax Accounting, Tax Preparation, Corporate Tax, External Audit, Assurance, Forensic Accounting
Education
Hofstra University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Hofstra University 1990 — 1994
Marcum LLP February 2013 - Present
GRASSI & CO. February 2012 - February 2013
RSM McGLADREY, INC. November 2006 - February 2012
RSM McGladrey November 2006 - February 2012
McGladrey & Pullen November 2006 - February 2012
McGladrey November 2006 - February 2012
BDO Seidman, LLP February 1997 - November 2006
Loeb & Troper January 1995 - February 1997
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, CPA, GAAP, Tax, Financial Analysis, Financial Accounting, US GAAP, General Ledger, Income Tax, Accounts Receivable, Financial Statements, Internal Audit, Accounts Payable, Tax Accounting, Tax Preparation, Corporate Tax, External Audit, Assurance, Forensic Accounting
Education
Hofstra University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Hofstra University 1990 — 1994
Vicki Schmidt Vicki Schmidt's RSM McGladrey Experience 2007 - 2007
Job Talent Acquisition, Recruitment Process Outsourcing
Industry Human Resources
Experience
ManpowerGroup Solutions 2012 - Present
Contract Sourcing and Recruiting 2011 - 2012
Kelly Services 2008 - 2011
TeamBradley, Inc. 2007 - 2008
RSM McGladrey 2007 - 2007
A2Z Lock and Key 2000 - 2006
Robert Half International Inc. 1998 - 2001
Skills
Multiple Applicant..., Salesforce.com, Microsoft Office, Cold Calling, Recruiting, Business Development, Social Media Marketing, Online Marketing, Account Management, Direct Client..., Client Development, Talent Acquisition, Technical Recruiting, Negotiation, Sourcing, Executive Search, Employee Relations, Internet Recruiting, Benefits Negotiation, Contract Recruitment, Talent Management, Screening, Human Resources, Temporary Placement, Staffing Metrics, College Recruiting, Onboarding, Vendor Management, Professional Placement, Direct Hires, Talent Mining, Passive Candidate..., Client/Hiring Manager..., Closing Candidates, Extending Offers, High-volume Recruiting, Talent Pipelining, Financial Recruiting, Accounting Recruitment, Corporate Recruiting, Social Recruiting, Passive Candidate..., Global Talent..., Global Recruiting, Building Strong..., Qualifying Candidates, Behavioral Interviewing, Boolean Searching, Applicant Tracking..., Performance Management
Education
Glenbard South High School
Iowa State University
BA, Journalism Mass Communication with an emphasis in Advertising, English Literature Minor
ManpowerGroup Solutions 2012 - Present
Contract Sourcing and Recruiting 2011 - 2012
Kelly Services 2008 - 2011
TeamBradley, Inc. 2007 - 2008
RSM McGladrey 2007 - 2007
A2Z Lock and Key 2000 - 2006
Robert Half International Inc. 1998 - 2001
Skills
Multiple Applicant..., Salesforce.com, Microsoft Office, Cold Calling, Recruiting, Business Development, Social Media Marketing, Online Marketing, Account Management, Direct Client..., Client Development, Talent Acquisition, Technical Recruiting, Negotiation, Sourcing, Executive Search, Employee Relations, Internet Recruiting, Benefits Negotiation, Contract Recruitment, Talent Management, Screening, Human Resources, Temporary Placement, Staffing Metrics, College Recruiting, Onboarding, Vendor Management, Professional Placement, Direct Hires, Talent Mining, Passive Candidate..., Client/Hiring Manager..., Closing Candidates, Extending Offers, High-volume Recruiting, Talent Pipelining, Financial Recruiting, Accounting Recruitment, Corporate Recruiting, Social Recruiting, Passive Candidate..., Global Talent..., Global Recruiting, Building Strong..., Qualifying Candidates, Behavioral Interviewing, Boolean Searching, Applicant Tracking..., Performance Management
Education
Glenbard South High School
Iowa State University
BA, Journalism Mass Communication with an emphasis in Advertising, English Literature Minor
Jason Bobst Jason Bobst's RSM McGladrey Experience August 1998 - February 2003
Job Director, Health Management Consulting at Wellmark Blue Cross and Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield August 2010 - Present
The Weitz Company May 2008 - July 2010
Wells Fargo February 2003 - May 2008
RSM McGladrey August 1998 - February 2003
Des Moines Register January 1997 - August 1998
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Onboarding, Employee Relations, Talent Acquisition, Organizational..., Benefits Administration, Organizational..., Leadership Development, Human Resources, Change Management, Recruiting, Workforce Planning, Organizational Design, HR Consulting, Personnel Management, Leadership, Employee Wellness
Education
Illinois State University
M.S., Industrial/Organizational Psychology
University of Northern Iowa
Bachelor's degree, Industrial and Organizational Psychology
Wellmark Blue Cross and Blue Shield August 2010 - Present
The Weitz Company May 2008 - July 2010
Wells Fargo February 2003 - May 2008
RSM McGladrey August 1998 - February 2003
Des Moines Register January 1997 - August 1998
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Onboarding, Employee Relations, Talent Acquisition, Organizational..., Benefits Administration, Organizational..., Leadership Development, Human Resources, Change Management, Recruiting, Workforce Planning, Organizational Design, HR Consulting, Personnel Management, Leadership, Employee Wellness
Education
Illinois State University
M.S., Industrial/Organizational Psychology
University of Northern Iowa
Bachelor's degree, Industrial and Organizational Psychology
Nathan Igdaloff's RSM McGladrey Experience November 2009 - July 2011
Job Product Manager at Big Human
Industry Internet
Experience
Big Human November 2014 - Present
Big Human September 2013 - Present
Made Movement May 2012 - August 2013
Boulder Digital Works August 2011 - August 2012
Shickadoo January 2009 - March 2012
RSM McGladrey November 2009 - July 2011
The Agency Group Ltd June 2008 - July 2008
KPMG April 2008 - May 2008
The Agency Group Ltd July 2007 - August 2007
Skills
HTML, CSS, JavaScript, Illustrator, InDesign, Photoshop, Web Development, Wordpress, User Interface Design, Graphic Design, PHP, Web Design, Adobe Creative Suite, Logo Design, HTML 5, Microsoft Office, WordPress, Copywriting, Brand Development, SEO
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science, Master of Business Administration, Accounting, Music
Big Human November 2014 - Present
Big Human September 2013 - Present
Made Movement May 2012 - August 2013
Boulder Digital Works August 2011 - August 2012
Shickadoo January 2009 - March 2012
RSM McGladrey November 2009 - July 2011
The Agency Group Ltd June 2008 - July 2008
KPMG April 2008 - May 2008
The Agency Group Ltd July 2007 - August 2007
Skills
HTML, CSS, JavaScript, Illustrator, InDesign, Photoshop, Web Development, Wordpress, User Interface Design, Graphic Design, PHP, Web Design, Adobe Creative Suite, Logo Design, HTML 5, Microsoft Office, WordPress, Copywriting, Brand Development, SEO
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science, Master of Business Administration, Accounting, Music
Amy L. Carter CPA's RSM McGladrey Experience June 2006 - May 2009
Job Principal at Accounting Alliance, P.A.
Industry Accounting
Experience
Accounting Alliance, P.A. June 2009 - Present
RSM McGladrey June 2006 - May 2009
The Lockton Companies September 2005 - June 2006
National Association of Insurance Commissioners March 2004 - September 2005
Ernst & Young 2002 - 2004
CBIZ MHM LLC 1999 - 2002
Skills
Auditing, Insurance, Operational Reviews, Accounting, Internal Controls, Litigation Support, Financial Analysis, Forensic Accounting, Financial Regulation, Risk Assessment, Analysis, Process Improvement, Budgets, Forecasting
Education
Kansas State University 1996 — 1999
Masters in Accounting, Accounting
Accounting Alliance, P.A. June 2009 - Present
RSM McGladrey June 2006 - May 2009
The Lockton Companies September 2005 - June 2006
National Association of Insurance Commissioners March 2004 - September 2005
Ernst & Young 2002 - 2004
CBIZ MHM LLC 1999 - 2002
Skills
Auditing, Insurance, Operational Reviews, Accounting, Internal Controls, Litigation Support, Financial Analysis, Forensic Accounting, Financial Regulation, Risk Assessment, Analysis, Process Improvement, Budgets, Forecasting
Education
Kansas State University 1996 — 1999
Masters in Accounting, Accounting
Chaitali (Shelly) Roy Chaitali (Shelly) Roy's RSM McGladrey Experience November 2003 - December 2007
Job Certified Public Accountant
Industry Investment Management
Experience
Consultant January 2015 - Present
Hachette Book Group October 2011 - January 2015
Gyrus ACMI, Inc. June 2010 - November 2011
Forrester Research January 2008 - May 2010
RSM McGladrey November 2003 - December 2007
Skills
Financial Reporting, Corporate Tax, CPA, Income Tax, US GAAP, Tax Accounting, Accounting, GAAP, Financial Analysis, Management, Sarbanes-Oxley Act, Financial Planners, Tax, Tax Advisory
Education
Haslam College of Business at the University of Tennessee 1988 — 1992
BBA, Business/Finance
University of Maryland University College
MS, Financial Management
Consultant January 2015 - Present
Hachette Book Group October 2011 - January 2015
Gyrus ACMI, Inc. June 2010 - November 2011
Forrester Research January 2008 - May 2010
RSM McGladrey November 2003 - December 2007
Skills
Financial Reporting, Corporate Tax, CPA, Income Tax, US GAAP, Tax Accounting, Accounting, GAAP, Financial Analysis, Management, Sarbanes-Oxley Act, Financial Planners, Tax, Tax Advisory
Education
Haslam College of Business at the University of Tennessee 1988 — 1992
BBA, Business/Finance
University of Maryland University College
MS, Financial Management
Chad Hettmansberger, CPA's RSM McGladrey Experience November 1999 - April 2004
Job Tax Director YG Financial Group
Industry Accounting
Experience
YG Financial Group January 2005 - Present
American Institute of Certified Public Accountants June 2006 - August 2010
RSM McGladrey November 1999 - April 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
Masters - Taxation, Taxation
University of Illinois at Urbana-Champaign
BS, Accounting and Taxation
YG Financial Group January 2005 - Present
American Institute of Certified Public Accountants June 2006 - August 2010
RSM McGladrey November 1999 - April 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
Masters - Taxation, Taxation
University of Illinois at Urbana-Champaign
BS, Accounting and Taxation
Mark Brumbelow's RSM McGladrey Experience 2008 - 2009
Job Senior Tax Manager at Pershing Yoakley & Associates
Industry Accounting
Experience
Pershing Yoakley & Associates January 2015 - Present
LBMC November 2009 - December 2014
RSM McGladrey 2008 - 2009
Ernst & Young 2007 - 2008
Skills
FIN 48, Income Tax, FAS 5, Tax Accounting, CPA, Corporate Tax, Tax, Accounting, Sarbanes-Oxley Act, Tax Preparation, GAAP, Auditing, Tax Research, State Tax, Financial Reporting, Internal Controls, US GAAP, Financial Statements, SEC filings, Sarbanes-Oxley, SEC Filings
Education
University of Tennessee-Knoxville - College of Business Administration
Masters of Accountancy, Information Systems
Hendersonville High School 1989 — 1992
Pershing Yoakley & Associates January 2015 - Present
LBMC November 2009 - December 2014
RSM McGladrey 2008 - 2009
Ernst & Young 2007 - 2008
Skills
FIN 48, Income Tax, FAS 5, Tax Accounting, CPA, Corporate Tax, Tax, Accounting, Sarbanes-Oxley Act, Tax Preparation, GAAP, Auditing, Tax Research, State Tax, Financial Reporting, Internal Controls, US GAAP, Financial Statements, SEC filings, Sarbanes-Oxley, SEC Filings
Education
University of Tennessee-Knoxville - College of Business Administration
Masters of Accountancy, Information Systems
Hendersonville High School 1989 — 1992
Randal Hamburg Randal Hamburg's RSM McGladrey Experience November 2005 - November 2006
Job VP Finance and Operations | Director Finance
Industry Marketing and Advertising
Experience
Suite Partners, Inc. May 2009 - Present
JVS - Jewish Vocational Service November 2009 - January 2012
KARing Associates December 2008 - December 2010
Hewitt Associates February 2007 - September 2008
RSM McGladrey November 2005 - November 2006
American Express December 2001 - November 2006
Publicis–Hal Riney Advertising April 2000 - August 2001
American Medical Association April 1999 - February 2000
American Medical Association January 1994 - April 1999
American Medical Association December 1988 - January 1994
Skills
Portfolio Management, Hyperion Enterprise, Microsoft Excel, Restructuring, Team Building, PowerPoint, Access, Microsoft Word, Software, TM1, Cost Engineering, Financial Analysis, Forecasting, Fundraising, Budgets, Strategy, Financial Modeling, Analysis, CRM, Cross-functional Team..., Finance, Leadership, Management, Start-ups, Strategic Planning
Education
Illinois State University
Poli Sci, Global Politics/Business Minor
Thunderbird School of Global Management
MBA, Financial analysis, international finance, and accounting
Suite Partners, Inc. May 2009 - Present
JVS - Jewish Vocational Service November 2009 - January 2012
KARing Associates December 2008 - December 2010
Hewitt Associates February 2007 - September 2008
RSM McGladrey November 2005 - November 2006
American Express December 2001 - November 2006
Publicis–Hal Riney Advertising April 2000 - August 2001
American Medical Association April 1999 - February 2000
American Medical Association January 1994 - April 1999
American Medical Association December 1988 - January 1994
Skills
Portfolio Management, Hyperion Enterprise, Microsoft Excel, Restructuring, Team Building, PowerPoint, Access, Microsoft Word, Software, TM1, Cost Engineering, Financial Analysis, Forecasting, Fundraising, Budgets, Strategy, Financial Modeling, Analysis, CRM, Cross-functional Team..., Finance, Leadership, Management, Start-ups, Strategic Planning
Education
Illinois State University
Poli Sci, Global Politics/Business Minor
Thunderbird School of Global Management
MBA, Financial analysis, international finance, and accounting
Michael Britten Michael Britten's RSM McGladrey Experience October 2006 - January 2011
Job Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2011 - Present
RSM McGladrey October 2006 - January 2011
Uponor July 2002 - October 2006
Bracknell Corp (Able Telcom) October 1998 - January 2002
WorldCom January 1996 - October 1998
Kiewit August 1993 - January 1996
Skills
Corporate Tax, Tax, SEC filings, CPA, Tax Accounting, Income Tax, Partnership Taxation
Education
Hamline University School of Law 2001 — 2004
JD
Widener University 1994 — 1995
MS, Taxation
Indiana University Bloomington 1989 — 1992
BS, Finance
Grant Thornton LLP January 2011 - Present
RSM McGladrey October 2006 - January 2011
Uponor July 2002 - October 2006
Bracknell Corp (Able Telcom) October 1998 - January 2002
WorldCom January 1996 - October 1998
Kiewit August 1993 - January 1996
Skills
Corporate Tax, Tax, SEC filings, CPA, Tax Accounting, Income Tax, Partnership Taxation
Education
Hamline University School of Law 2001 — 2004
JD
Widener University 1994 — 1995
MS, Taxation
Indiana University Bloomington 1989 — 1992
BS, Finance
Bill Wachs Bill Wachs's RSM McGladrey Experience June 1999 - June 2006
Job Managing Director, Consulting Services at Valence Health
Industry Hospital & Health Care
Experience
Valence Health January 2014 - Present
Horizon Hospice July 2011 - Present
Horizon Hospice and Palliative Care 2007 - Present
Aetna April 2012 - January 2014
Plenary Partners LLC January 2012 - April 2012
W.W. Wachs December 2010 - April 2012
The Camden Group June 2006 - November 2010
RSM McGladrey June 1999 - June 2006
TriBrook Healthcare Consulting 1999 - 2006
CIGNA Healthcare 1987 - 1993
Skills
Strategic Planning, Financial Analysis, Financial Operations, Healthcare, Financial Modeling, Accounting, Enterprise Valuation, CPA, CVA, Start-ups, Healthcare Consulting, Executive Management, Strategy, Management Consulting, Valuation, Healthcare Management, Data Analysis, Consulting, Budgets, Physicians, Finance, Accountable Care
Education
Illinois State University
Bachelor of Science, Accounting
Valence Health January 2014 - Present
Horizon Hospice July 2011 - Present
Horizon Hospice and Palliative Care 2007 - Present
Aetna April 2012 - January 2014
Plenary Partners LLC January 2012 - April 2012
W.W. Wachs December 2010 - April 2012
The Camden Group June 2006 - November 2010
RSM McGladrey June 1999 - June 2006
TriBrook Healthcare Consulting 1999 - 2006
CIGNA Healthcare 1987 - 1993
Skills
Strategic Planning, Financial Analysis, Financial Operations, Healthcare, Financial Modeling, Accounting, Enterprise Valuation, CPA, CVA, Start-ups, Healthcare Consulting, Executive Management, Strategy, Management Consulting, Valuation, Healthcare Management, Data Analysis, Consulting, Budgets, Physicians, Finance, Accountable Care
Education
Illinois State University
Bachelor of Science, Accounting
Carl Hudec Jr Carl Hudec Jr's RSM McGladrey Experience October 2005 - August 2010
Job Manager, IT Risk and Compliance at U.S. Cellular
Industry Information Technology and Services
Experience
U.S. Cellular June 2012 - Present
DeVry University October 2010 - June 2012
RSM McGladrey October 2005 - August 2010
American Express Tax & Business Services April 2004 - September 2005
ExecuTrain of Baltimore (summers) June 1998 - August 2002
Skills
IT Audit, Information Security, Risk Assessment, Networking, CISA, Sarbanes-Oxley Act, PCI DSS, Information Security..., Disaster Recovery, CISSP, Security, Active Directory, SDLC, Servers, COBIT, Internal Audit, ISO 27001, Business Continuity, Firewalls, Vulnerability Management, Network Security, Vulnerability Assessment, Windows, CPNI, Compliance, Encryption, Qualys, Data Privacy, Privacy, Computer Security, IT Management, Privacy Law, Penetration Testing, Enterprise Risk..., Governance
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
University of Phoenix
Bachelor's Degree, Information Technology
Keller Graduate School of Management of DeVry University
Graduate Certificate in Financial Analysis
U.S. Cellular June 2012 - Present
DeVry University October 2010 - June 2012
RSM McGladrey October 2005 - August 2010
American Express Tax & Business Services April 2004 - September 2005
ExecuTrain of Baltimore (summers) June 1998 - August 2002
Skills
IT Audit, Information Security, Risk Assessment, Networking, CISA, Sarbanes-Oxley Act, PCI DSS, Information Security..., Disaster Recovery, CISSP, Security, Active Directory, SDLC, Servers, COBIT, Internal Audit, ISO 27001, Business Continuity, Firewalls, Vulnerability Management, Network Security, Vulnerability Assessment, Windows, CPNI, Compliance, Encryption, Qualys, Data Privacy, Privacy, Computer Security, IT Management, Privacy Law, Penetration Testing, Enterprise Risk..., Governance
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
University of Phoenix
Bachelor's Degree, Information Technology
Keller Graduate School of Management of DeVry University
Graduate Certificate in Financial Analysis
Kent G. Abbey Kent G. Abbey's RSM McGladrey Experience 1989 - 2000
Job Founder and Current Shareholder, Veratis Institutional Advisors, Inc.
Industry Investment Management
Experience
Veratis Institutional Advisors, Inc. January 2012 - Present
Veratis Institutional Advisors, Inc. February 2000 - December 2011
RSM McGladrey 1989 - 2000
First of America Trust Company 1987 - 1989
Skills
Retirement, Asset Allocation, Asset Managment, Pensions, Mutual Funds, Wealth Management, Retirement Plan..., Qualified Retirement..., ERISA, Employee Stock..., ERISA Compliance, Advisor to Retirement..., Registered Investment..., Defined Contribution, Defined Benefit, 401(k) Plans, Investment Advisor..., Investment Advisory..., Plan Participant..., ESOP, Fixing Retirement Plan..., Asset Management, IRAs, Investment Advisory, Series 7, Series 63, Investment Strategies, Investment Management, Employee Benefits, Financial Services, Retirement Planning, Financial Advisory, Securities, Alternative Investments, Estate Planning, Wealth, Fixed Annuities, Financial Planners, Financial Planning
Education
Illinois State University 1982 — 1985
B.S.
University of Tampa 1980 — 1982
Monroe Senior High School 1976 — 1980
Veratis Institutional Advisors, Inc. January 2012 - Present
Veratis Institutional Advisors, Inc. February 2000 - December 2011
RSM McGladrey 1989 - 2000
First of America Trust Company 1987 - 1989
Skills
Retirement, Asset Allocation, Asset Managment, Pensions, Mutual Funds, Wealth Management, Retirement Plan..., Qualified Retirement..., ERISA, Employee Stock..., ERISA Compliance, Advisor to Retirement..., Registered Investment..., Defined Contribution, Defined Benefit, 401(k) Plans, Investment Advisor..., Investment Advisory..., Plan Participant..., ESOP, Fixing Retirement Plan..., Asset Management, IRAs, Investment Advisory, Series 7, Series 63, Investment Strategies, Investment Management, Employee Benefits, Financial Services, Retirement Planning, Financial Advisory, Securities, Alternative Investments, Estate Planning, Wealth, Fixed Annuities, Financial Planners, Financial Planning
Education
Illinois State University 1982 — 1985
B.S.
University of Tampa 1980 — 1982
Monroe Senior High School 1976 — 1980
Ryan Verstraete Ryan Verstraete's RSM McGladrey Experience January 2007 - April 2010
Job Director ERM/GRC, Internal Audit, Risk & Compliance Services at KPMG
Industry Accounting
Experience
KPMG April 2010 - Present
RSM McGladrey January 2007 - April 2010
Grant Thornton January 2006 - January 2007
Pricewaterhouse Coopers August 2003 - January 2006
Carlson Companies December 1999 - August 2003
Ernst & Young December 1996 - December 1999
Fingerhut January 1996 - December 1996
Wells Fargo October 1994 - January 1996
Boatmen's Bank October 1990 - October 1994
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Corporate Governance, Process Improvement, Banking, Auditing, Risk Management, Governance Risk &..., Financial Services, Sarbanes-Oxley Act, Retail, GRC, Financial Risk, COSO, Assurance, Risk Assessment, SOX 404, CPA, Credit Cards, Governance, Operational Risk..., Sarbanes-Oxley
Education
Illinois State University 1986 — 1990
B.S., Accounting, Business Administration
University of Minnesota-Twin Cities
KPMG April 2010 - Present
RSM McGladrey January 2007 - April 2010
Grant Thornton January 2006 - January 2007
Pricewaterhouse Coopers August 2003 - January 2006
Carlson Companies December 1999 - August 2003
Ernst & Young December 1996 - December 1999
Fingerhut January 1996 - December 1996
Wells Fargo October 1994 - January 1996
Boatmen's Bank October 1990 - October 1994
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Corporate Governance, Process Improvement, Banking, Auditing, Risk Management, Governance Risk &..., Financial Services, Sarbanes-Oxley Act, Retail, GRC, Financial Risk, COSO, Assurance, Risk Assessment, SOX 404, CPA, Credit Cards, Governance, Operational Risk..., Sarbanes-Oxley
Education
Illinois State University 1986 — 1990
B.S., Accounting, Business Administration
University of Minnesota-Twin Cities
William Hejna William Hejna's RSM McGladrey Experience 2005 - 2007
Job President, HBS LLC
Industry Hospital & Health Care
Experience
Healthcare Business Solutions LLC January 2014 - Present
LSH Healthcare Consultants March 2010 - December 2013
Noblis, Inc. October 2009 - March 2010
Noblis 2007 - 2009
RSM McGladrey 2005 - 2007
Arthur Andersen LLP 1999 - 2003
Holy Cross Hospital 1993 - 1999
Ingalls Memorial Hospital 1990 - 1993
Loyola University Medical Center 1985 - 1990
Medicus Systems 1981 - 1983
Skills
operations, strategy, facilties planning, Health, Healthcare IT, Hospitals, Customer Service, Leadership Development, Strategy, Strategic Planning, Healthcare Information..., Healthcare Consulting, Healthcare Management, Process Improvement, Program Management, Revenue Cycle, Healthcare Industry, Performance Improvement, Management, Management Consulting, Executive Management, Consulting, Policy, Leadership, Health Policy, Informatics, Medicare, EHR, Data Analysis, HIPAA, Proposal Writing, Physicians, Physician Relations, Managed Care, EMR
Education
University of Michigan 1979 — 1981
Masters in Healthcare Services Administration
Knox College 1975 — 1979
B.A., Political Science
Healthcare Business Solutions LLC January 2014 - Present
LSH Healthcare Consultants March 2010 - December 2013
Noblis, Inc. October 2009 - March 2010
Noblis 2007 - 2009
RSM McGladrey 2005 - 2007
Arthur Andersen LLP 1999 - 2003
Holy Cross Hospital 1993 - 1999
Ingalls Memorial Hospital 1990 - 1993
Loyola University Medical Center 1985 - 1990
Medicus Systems 1981 - 1983
Skills
operations, strategy, facilties planning, Health, Healthcare IT, Hospitals, Customer Service, Leadership Development, Strategy, Strategic Planning, Healthcare Information..., Healthcare Consulting, Healthcare Management, Process Improvement, Program Management, Revenue Cycle, Healthcare Industry, Performance Improvement, Management, Management Consulting, Executive Management, Consulting, Policy, Leadership, Health Policy, Informatics, Medicare, EHR, Data Analysis, HIPAA, Proposal Writing, Physicians, Physician Relations, Managed Care, EMR
Education
University of Michigan 1979 — 1981
Masters in Healthcare Services Administration
Knox College 1975 — 1979
B.A., Political Science
Jennifer Klepfer, PHR Jennifer Klepfer, PHR's RSM McGladrey Experience April 2008 - June 2011
Job Coordinator Benefits and Special Projects at College of Central Florida
Industry Higher Education
Experience
College of Central Florida March 2014 - Present
College of Central Florida July 2011 - Present
RSM McGladrey April 2008 - June 2011
Hopedale Medical Complex March 2007 - April 2008
Professional Therapy Services May 2006 - March 2007
Maxim Healthcare Services September 2005 - May 2006
Skills
Performance Management, Talent Management, Onboarding, Employee Relations, HRIS
Education
Northern Illinois University 2000 — 2003
BA, Community Health/Health Administration
Illinois Central College 1998 — 2000
Associate, Physical Therapist Assistant
Illinois Central College 1995 — 1998
Associate, Arts and Sciences
College of Central Florida March 2014 - Present
College of Central Florida July 2011 - Present
RSM McGladrey April 2008 - June 2011
Hopedale Medical Complex March 2007 - April 2008
Professional Therapy Services May 2006 - March 2007
Maxim Healthcare Services September 2005 - May 2006
Skills
Performance Management, Talent Management, Onboarding, Employee Relations, HRIS
Education
Northern Illinois University 2000 — 2003
BA, Community Health/Health Administration
Illinois Central College 1998 — 2000
Associate, Physical Therapist Assistant
Illinois Central College 1995 — 1998
Associate, Arts and Sciences
Julie Johnson Julie Johnson's RSM McGladrey Experience September 2006 - January 2012
Job Grow People (HR) Director at Solar Transport
Industry Human Resources
Experience
Solar Transport March 2012 - Present
American Red Cross February 2012 - March 2012
RSM McGladrey September 2006 - January 2012
Progressive Insurance April 2002 - September 2006
Pro Staff September 2000 - April 2002
Skills
Interviews, Talent Acquisition, Talent Management, Human Resources, Recruiting, Succession Planning, Sourcing, College Recruiting, Onboarding, Employee Relations, CRM, Personnel Management, Payroll
Education
University of Iowa 1998 — 2000
BBA
Indian Hills Community College 1996 — 1998
A.A./C.O., Business
Pekin High School 1993 — 1996
High School Diploma
Solar Transport March 2012 - Present
American Red Cross February 2012 - March 2012
RSM McGladrey September 2006 - January 2012
Progressive Insurance April 2002 - September 2006
Pro Staff September 2000 - April 2002
Skills
Interviews, Talent Acquisition, Talent Management, Human Resources, Recruiting, Succession Planning, Sourcing, College Recruiting, Onboarding, Employee Relations, CRM, Personnel Management, Payroll
Education
University of Iowa 1998 — 2000
BBA
Indian Hills Community College 1996 — 1998
A.A./C.O., Business
Pekin High School 1993 — 1996
High School Diploma
Niki Archer Niki Archer's RSM McGladrey Experience August 2007 - July 2009
Job Accountant at Westermeyer Industries
Industry Mechanical or Industrial Engineering
Experience
Westermeyer Industries May 2012 - Present
Beard Implement Company July 2009 - May 2012
RSM McGladrey August 2007 - July 2009
Farmers State Bank 2001 - 2007
Corn Belt Bank & Trust Company July 2000 - November 2001
State Farm Insurance 1999 - 2000
Skills
Process Improvement, Internal Controls, Internal Audit, Account Reconciliation, Accounting, Accounts Receivable, Budgets, Management, Forecasting, Accounts Payable, Analysis, Banking, Finance, Financial Reporting, Auditing, General Ledger
Education
Illinois Wesleyan University 1995 — 1999
Bachelor's, Accounting
Westermeyer Industries May 2012 - Present
Beard Implement Company July 2009 - May 2012
RSM McGladrey August 2007 - July 2009
Farmers State Bank 2001 - 2007
Corn Belt Bank & Trust Company July 2000 - November 2001
State Farm Insurance 1999 - 2000
Skills
Process Improvement, Internal Controls, Internal Audit, Account Reconciliation, Accounting, Accounts Receivable, Budgets, Management, Forecasting, Accounts Payable, Analysis, Banking, Finance, Financial Reporting, Auditing, General Ledger
Education
Illinois Wesleyan University 1995 — 1999
Bachelor's, Accounting
Patrick Manning Patrick Manning's RSM McGladrey Experience May 1999 - July 2001
Job Sr. Manager of Professional Services at Canon Solutions America
Industry Information Technology and Services
Experience
Canon Solutions America October 2009 - Present
The Gordon Flesch Company February 2009 - October 2009
KPMG Advisory January 2008 - February 2009
Canon, Inc. May 2004 - January 2008
Cheer Chicago 2000 - 2002
RSM McGladrey May 1999 - July 2001
Skills
Team Building, Training, Project Management, Networking, Document Management, Enterprise Content..., Solution Selling, Document Imaging, Records Management, SharePoint, Business Process..., Professional Services, Printers, Managed Print Services, Integration, Software Documentation, Technical Support, Scanners, Sales Operations, Information Technology, Salesforce.com, Selling, Sales Process, Pre-sales, Direct Sales, Management, Photocopier, Enterprise Software, Disaster Recovery, Business Analysis, SaaS, Strategy, Sales Presentations, CRM, Managed Services, Major Accounts, Sales
Education
Northern Illinois University 1998 — 2000
B.S., Operations Management Informations Systems
Northern Illinois University 1998 — 2000
OMIS, Infromation Technology
Illinois State University
James B. Conant
Canon Solutions America October 2009 - Present
The Gordon Flesch Company February 2009 - October 2009
KPMG Advisory January 2008 - February 2009
Canon, Inc. May 2004 - January 2008
Cheer Chicago 2000 - 2002
RSM McGladrey May 1999 - July 2001
Skills
Team Building, Training, Project Management, Networking, Document Management, Enterprise Content..., Solution Selling, Document Imaging, Records Management, SharePoint, Business Process..., Professional Services, Printers, Managed Print Services, Integration, Software Documentation, Technical Support, Scanners, Sales Operations, Information Technology, Salesforce.com, Selling, Sales Process, Pre-sales, Direct Sales, Management, Photocopier, Enterprise Software, Disaster Recovery, Business Analysis, SaaS, Strategy, Sales Presentations, CRM, Managed Services, Major Accounts, Sales
Education
Northern Illinois University 1998 — 2000
B.S., Operations Management Informations Systems
Northern Illinois University 1998 — 2000
OMIS, Infromation Technology
Illinois State University
James B. Conant
Rebecca (Story) Gunter's RSM McGladrey Experience September 2004 - July 2007
Job Income Tax Manager at American Eagle Outfitters
Industry Accounting
Experience
American Eagle Outfitters December 2013 - Present
American Eagle Outfitters July 2007 - November 2013
RSM McGladrey September 2004 - July 2007
Skills
Accounting, CPA, Corporate Tax, Tax, Financial Reporting, GAAP, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, Tax Returns, US GAAP, General Ledger, Internal Controls, Income Tax
Education
John Carroll University 2004 — 2005
MBA
John Carroll University 2000 — 2004
BSBA, Accountancy
Keystone Oaks High School
Keystone Oaks High School
American Eagle Outfitters December 2013 - Present
American Eagle Outfitters July 2007 - November 2013
RSM McGladrey September 2004 - July 2007
Skills
Accounting, CPA, Corporate Tax, Tax, Financial Reporting, GAAP, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, Tax Returns, US GAAP, General Ledger, Internal Controls, Income Tax
Education
John Carroll University 2004 — 2005
MBA
John Carroll University 2000 — 2004
BSBA, Accountancy
Keystone Oaks High School
Keystone Oaks High School
Lynn Hostetter's RSM McGladrey Experience February 1998 - January 2000
Job President Eon Phone Mobile VOIP
Industry Telecommunications
Experience
Eon Phone -Discover Calling May 2010 - Present
Executive Environments June 2002 - Present
Con-way January 2000 - August 2001
RSM McGladrey February 1998 - January 2000
IOC - Internet Operations Center January 1992 - August 1997
Oracle February 1989 - April 1991
Cullinet Software July 1985 - April 1989
Dun and Bradstreet August 1981 - June 1985
Indiana National Bank July 1978 - July 1981
Skills
E-commerce, Direct Marketing, Email Marketing, Blogging, Webinars, Leadership, Management, Marketing, Start-ups, Online Marketing, New Business Development, Copywriting, Cloud Computing, Entrepreneurship, Project Management, Sales, Strategic Planning, Product Development, Mobile Devices, Small Business, Strategy, Marketing Strategy, Account Management, B2B, Social Networking, Solution Selling, Business Development, Social Media Marketing, Business Planning, Business Strategy, Customer Service
Education
Indiana University Bloomington 1972 — 1976
BS, Education
Eastern Illinois University 1966 — 1968
Vocal music, Theater
Eon Phone -Discover Calling May 2010 - Present
Executive Environments June 2002 - Present
Con-way January 2000 - August 2001
RSM McGladrey February 1998 - January 2000
IOC - Internet Operations Center January 1992 - August 1997
Oracle February 1989 - April 1991
Cullinet Software July 1985 - April 1989
Dun and Bradstreet August 1981 - June 1985
Indiana National Bank July 1978 - July 1981
Skills
E-commerce, Direct Marketing, Email Marketing, Blogging, Webinars, Leadership, Management, Marketing, Start-ups, Online Marketing, New Business Development, Copywriting, Cloud Computing, Entrepreneurship, Project Management, Sales, Strategic Planning, Product Development, Mobile Devices, Small Business, Strategy, Marketing Strategy, Account Management, B2B, Social Networking, Solution Selling, Business Development, Social Media Marketing, Business Planning, Business Strategy, Customer Service
Education
Indiana University Bloomington 1972 — 1976
BS, Education
Eastern Illinois University 1966 — 1968
Vocal music, Theater
Joe Custer, CPA's RSM McGladrey Experience September 1995 - March 2001
Job Chief Financial Officer at Trafficware
Industry Electrical/Electronic Manufacturing
Experience
Trafficware June 2015 - Present
Extreme Plastics Plus, Inc. February 2014 - June 2015
Young America, Inc. (For Profit - Private Equity Opportunity) February 2010 - October 2013
Cooper Industries (Public Company: CBE) 2007 - 2010
Stanley Black & Decker, Inc. (Public Company: SWK) March 2002 - September 2007
RSM McGladrey September 1995 - March 2001
Skills
Forecasting, Mergers & Acquisitions, Strategic Planning, Process Improvement, Budgets, Financial Analysis, Team Building, New Business Development, Account Management, P&L Management, Business Strategy, Operations Management, Cross-functional Team..., Financial Modeling, Due Diligence, Business Development, Business Planning, Leadership, Change Management, Finance, Management, Mergers, Customer Satisfaction, Negotiation, Team Leadership, Payroll, Marketing Strategy, Strategic Partnerships, Sales Management, Program Management, Competitive Analysis, Sales, Contract Negotiation, Vendor Management, Microsoft Office, SAP, QuickBooks, Start-ups, Strategy, Executive Management, Business Process...
Education
Indiana University - Kelley School of Business 1991 — 1995
BS, Accounting
Trafficware June 2015 - Present
Extreme Plastics Plus, Inc. February 2014 - June 2015
Young America, Inc. (For Profit - Private Equity Opportunity) February 2010 - October 2013
Cooper Industries (Public Company: CBE) 2007 - 2010
Stanley Black & Decker, Inc. (Public Company: SWK) March 2002 - September 2007
RSM McGladrey September 1995 - March 2001
Skills
Forecasting, Mergers & Acquisitions, Strategic Planning, Process Improvement, Budgets, Financial Analysis, Team Building, New Business Development, Account Management, P&L Management, Business Strategy, Operations Management, Cross-functional Team..., Financial Modeling, Due Diligence, Business Development, Business Planning, Leadership, Change Management, Finance, Management, Mergers, Customer Satisfaction, Negotiation, Team Leadership, Payroll, Marketing Strategy, Strategic Partnerships, Sales Management, Program Management, Competitive Analysis, Sales, Contract Negotiation, Vendor Management, Microsoft Office, SAP, QuickBooks, Start-ups, Strategy, Executive Management, Business Process...
Education
Indiana University - Kelley School of Business 1991 — 1995
BS, Accounting
Jody Riviere Jody Riviere's RSM McGladrey Experience 2003 - 2010
Job Group Administrator at ENTEC Services, Inc.
Industry Facilities Services
Experience
ENTEC Services, Inc. August 2011 - Present
YMCA July 2010 - September 2011
McGladrey & Pullen 2003 - 2010
RSM McGladrey 2003 - 2010
Skills
Accounting, Financial Reporting, Microsoft Excel, Budgets, Financial Analysis, Accounts Receivable, Accounts Payable, Auditing, Financial Statements
Education
Dunlap High School
Illinois Central College
Associates in General Education, General Studies 2011
ENTEC Services, Inc. August 2011 - Present
YMCA July 2010 - September 2011
McGladrey & Pullen 2003 - 2010
RSM McGladrey 2003 - 2010
Skills
Accounting, Financial Reporting, Microsoft Excel, Budgets, Financial Analysis, Accounts Receivable, Accounts Payable, Auditing, Financial Statements
Education
Dunlap High School
Illinois Central College
Associates in General Education, General Studies 2011
Jonathan Norman, CPA's RSM McGladrey Experience August 2010 - January 2012
Job Senior Analyst
Industry Financial Services
Experience
Performance Trust Capital Partners January 2012 - Present
RSM McGladrey August 2010 - January 2012
Indiana University - Kelley School of Business September 2008 - May 2010
A100 Tutor Group August 2008 - May 2010
Foreclosure Management Company May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Accounting, Finance
Bethel College 2005 — 2006
Performance Trust Capital Partners January 2012 - Present
RSM McGladrey August 2010 - January 2012
Indiana University - Kelley School of Business September 2008 - May 2010
A100 Tutor Group August 2008 - May 2010
Foreclosure Management Company May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Accounting, Finance
Bethel College 2005 — 2006
Jill Tegethoff, CPA, CGFM Jill Tegethoff, CPA, CGFM's RSM McGladrey Experience January 2008 - Present
Job Director McGladrey
Industry Hospitality
Experience
McGladrey January 2008 - Present
RSM McGladrey January 2008 - Present
HFTP October 2009 - November 2010
PKF Witt Mares December 2003 - January 2008
Skills
Internal Controls, Consulting, Real Estate, Accounting, Financial Statement..., Auditing, Financial Reporting, REIT, CPA, Financial Analysis, GAAP, Financial Accounting, General Ledger, Private Clubs, Hotels, Accounts Receivable, Club, Assurance, Leadership, Corporate Tax, Revenue Recognition, Sarbanes-Oxley Act, Tax Accounting, Managerial Finance, Internal Audit, US GAAP, External Audit, Tax Preparation, Financial Statements, Finance, Income Tax, Cash Flow, Cash Management, QuickBooks, Cost Accounting, Forensic Accounting, Payroll, Sarbanes-Oxley, Due Diligence, Financial Audits, Account Reconciliation, Consolidation, Variance Analysis, Big 4, Tax Returns, Accounts Payable
Education
James Madison University - College of Business 1975 — 1979
BBA, Accounting and Management
McGladrey January 2008 - Present
RSM McGladrey January 2008 - Present
HFTP October 2009 - November 2010
PKF Witt Mares December 2003 - January 2008
Skills
Internal Controls, Consulting, Real Estate, Accounting, Financial Statement..., Auditing, Financial Reporting, REIT, CPA, Financial Analysis, GAAP, Financial Accounting, General Ledger, Private Clubs, Hotels, Accounts Receivable, Club, Assurance, Leadership, Corporate Tax, Revenue Recognition, Sarbanes-Oxley Act, Tax Accounting, Managerial Finance, Internal Audit, US GAAP, External Audit, Tax Preparation, Financial Statements, Finance, Income Tax, Cash Flow, Cash Management, QuickBooks, Cost Accounting, Forensic Accounting, Payroll, Sarbanes-Oxley, Due Diligence, Financial Audits, Account Reconciliation, Consolidation, Variance Analysis, Big 4, Tax Returns, Accounts Payable
Education
James Madison University - College of Business 1975 — 1979
BBA, Accounting and Management
Clay Festervand Clay Festervand's RSM McGladrey Experience April 2011 - April 2012
Job System Engineer at UnityPoint Health
Industry Computer Networking
Experience
UnityPoint Health April 2012 - Present
RSM McGladrey April 2011 - April 2012
Modis International September 2010 - April 2011
Wells Fargo Financial 2007 - 2010
Skills
VMware VCP, Citrix CCA, Cisco CCNA, Cisco CCDA, Netware CNE, Cisco Certified, Citrix Metaframe, Novell Netware, Data Center, Hyper-V, Microsoft Exchange, Disaster Recovery, Citrix, Windows Server, Networking, Active Directory, VMware, Switches, CCNA, VPN, VMware ESX
Education
Indian Hills Community College 1995 — 1996
A.A.S, Computer Systems/Networks
UnityPoint Health April 2012 - Present
RSM McGladrey April 2011 - April 2012
Modis International September 2010 - April 2011
Wells Fargo Financial 2007 - 2010
Skills
VMware VCP, Citrix CCA, Cisco CCNA, Cisco CCDA, Netware CNE, Cisco Certified, Citrix Metaframe, Novell Netware, Data Center, Hyper-V, Microsoft Exchange, Disaster Recovery, Citrix, Windows Server, Networking, Active Directory, VMware, Switches, CCNA, VPN, VMware ESX
Education
Indian Hills Community College 1995 — 1996
A.A.S, Computer Systems/Networks
Seth Komitzky Seth Komitzky's RSM McGladrey Experience December 2003 - December 2004
Job Director State and Local Tax at KPMG
Industry Accounting
Experience
KPMG February 2014 - Present
EisnerAmper LLP May 2011 - February 2014
KPMG December 2007 - April 2011
DuPont May 2006 - December 2007
Ernst & Young September 1999 - May 2006
RSM McGladrey December 2003 - December 2004
Manta and Welge September 1997 - August 1999
Becket & Lee LLP September 1994 - September 1997
Education
Temple University - James E. Beasley School of Law 1998 — 1999
LL.M. in Taxation, Law
UNH School of Law 1991 — 1994
Juris Doctor, Law
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science, Communications
KPMG February 2014 - Present
EisnerAmper LLP May 2011 - February 2014
KPMG December 2007 - April 2011
DuPont May 2006 - December 2007
Ernst & Young September 1999 - May 2006
RSM McGladrey December 2003 - December 2004
Manta and Welge September 1997 - August 1999
Becket & Lee LLP September 1994 - September 1997
Education
Temple University - James E. Beasley School of Law 1998 — 1999
LL.M. in Taxation, Law
UNH School of Law 1991 — 1994
Juris Doctor, Law
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science, Communications
Michael Spangler, CPA Michael Spangler, CPA's RSM McGladrey Experience January 2001 - December 2007
Job Senior Manager Real Estate Services at Maloney + Novotny LLC
Industry Accounting
Experience
Maloney + Novotny LLC December 2007 - Present
RSM McGladrey January 2001 - December 2007
Education
John Carroll University 2002 — 2005
MBA
John Carroll University 1998 — 2002
BSBA, Accountancy
Maloney + Novotny LLC December 2007 - Present
RSM McGladrey January 2001 - December 2007
Education
John Carroll University 2002 — 2005
MBA
John Carroll University 1998 — 2002
BSBA, Accountancy
Phineas Mhlanga Phineas Mhlanga's RSM McGladrey Experience January 2008 - May 2008
Job Head of Mobile Apps Development at Econet Wireless Zimbabwe
Industry Information Technology and Services
Experience
Econet Wireless Zimbabwe February 2015 - Present
Google September 2009 - Present
Google April 2011 - October 2011
Tuta LLC August 2007 - August 2011
Google September 2009 - April 2011
Google June 2008 - August 2008
RSM McGladrey January 2008 - May 2008
L'Oreal June 2007 - August 2007
Public Broadcasting Service May 2005 - July 2005
Verizon Wireless September 2002 - May 2005
Skills
Product Management, Business Strategy, New Business Development, Business Development, Product Marketing, Online Advertising, Analytics, Social Media, Strategic Partnerships, Deal Sourcing, Closing Deals, Deal-making, Contract Negotiation, Contractual Agreements, Licensing Negotiations, Development Agreements, Fitness Training, Nutrition, Financial Analysis, Financial Modeling, Marketing, Google Adwords, Program Management, Business Analysis, Management, Mobile Devices, Strategy
Education
Howard University 2006 — 2009
BBA, Accounting and Finance
Virginia Commonwealth University 2004 — 2006
BFA, Graphic Design, Marketing
Econet Wireless Zimbabwe February 2015 - Present
Google September 2009 - Present
Google April 2011 - October 2011
Tuta LLC August 2007 - August 2011
Google September 2009 - April 2011
Google June 2008 - August 2008
RSM McGladrey January 2008 - May 2008
L'Oreal June 2007 - August 2007
Public Broadcasting Service May 2005 - July 2005
Verizon Wireless September 2002 - May 2005
Skills
Product Management, Business Strategy, New Business Development, Business Development, Product Marketing, Online Advertising, Analytics, Social Media, Strategic Partnerships, Deal Sourcing, Closing Deals, Deal-making, Contract Negotiation, Contractual Agreements, Licensing Negotiations, Development Agreements, Fitness Training, Nutrition, Financial Analysis, Financial Modeling, Marketing, Google Adwords, Program Management, Business Analysis, Management, Mobile Devices, Strategy
Education
Howard University 2006 — 2009
BBA, Accounting and Finance
Virginia Commonwealth University 2004 — 2006
BFA, Graphic Design, Marketing
Kathy Batley's RSM McGladrey Experience October 2000 - November 2005
Job Account Manager at Summit Group Software
Industry Accounting
Experience
Summit Group Software January 2015 - Present
KT Connections, Inc. November 2005 - January 2015
RSM McGladrey October 2000 - November 2005
Skills
Microsoft Dynamics, Great Plains Software, Business Process, Payroll, Integration, Professional Services, Accounting, ERP, Financials, Business Analysis
Education
Kansas State University
Summit Group Software January 2015 - Present
KT Connections, Inc. November 2005 - January 2015
RSM McGladrey October 2000 - November 2005
Skills
Microsoft Dynamics, Great Plains Software, Business Process, Payroll, Integration, Professional Services, Accounting, ERP, Financials, Business Analysis
Education
Kansas State University
Bill Bremer Bill Bremer's RSM McGladrey Experience December 1995 - October 2005
Job Principal/Owner, Kestrel Management Services
Industry Management Consulting
Experience
Kestrel Management Services October 2009 - Present
Bissinger's Inc.S May 2007 - October 2009
The Parksite Group October 2005 - July 2007
RSM McGladrey December 1995 - October 2005
McGladrey August 2001 - March 2002
Kestrel Management November 1998 - August 2000
Bristol-Myers Squibb August 1979 - April 1993
Skills
Business Process..., Process Improvement, Quality Assurance, Management, Leadership, Strategy, Management Consulting, Strategic Planning, Food Safety, Change Management, Supply Chain, Manufacturing, Food, Operations Management, Food Processing, Cross-functional Team..., Continuous Improvement, Training, Internal Audit, Supply Chain Management, Business Strategy, ERP, Auditing, Business Planning, Lean Manufacturing, Sustainability
Education
Indiana University - Kelley School of Business 1989 — 1990
Executive MBA, Business
Lake Forest College 1975 — 1979
Biology/Chemistry, Biology and Chemistry
Kestrel Management Services October 2009 - Present
Bissinger's Inc.S May 2007 - October 2009
The Parksite Group October 2005 - July 2007
RSM McGladrey December 1995 - October 2005
McGladrey August 2001 - March 2002
Kestrel Management November 1998 - August 2000
Bristol-Myers Squibb August 1979 - April 1993
Skills
Business Process..., Process Improvement, Quality Assurance, Management, Leadership, Strategy, Management Consulting, Strategic Planning, Food Safety, Change Management, Supply Chain, Manufacturing, Food, Operations Management, Food Processing, Cross-functional Team..., Continuous Improvement, Training, Internal Audit, Supply Chain Management, Business Strategy, ERP, Auditing, Business Planning, Lean Manufacturing, Sustainability
Education
Indiana University - Kelley School of Business 1989 — 1990
Executive MBA, Business
Lake Forest College 1975 — 1979
Biology/Chemistry, Biology and Chemistry
Angie Miller, CPA, CFP®'s RSM McGladrey Experience January 2006 - October 2006
Job Principal at Insight Accounting Group
Industry Accounting
Experience
Insight Accounting Group PC - Achieving Success Begins with Insight October 2006 - Present
RSM McGladrey January 2006 - October 2006
Stauffer & Company October 2004 - December 2005
Ernst & Young August 1994 - September 2004
Skills
State Tax, Tax Advisory, Property Tax, QuickBooks, Tax, Tax Research, Income Tax, CPA, Tax Accounting, Strategic Financial..., Financial Planners, US GAAP, Mergers & Acquisitions, High Net Worth..., Small Business, Estate Tax Planning, Due Diligence, Estate Planning, Treasury Management, Accounting
Education
Indiana University—Purdue University Fort Wayne 1990 — 1994
BS in Business, Accounting
Insight Accounting Group PC - Achieving Success Begins with Insight October 2006 - Present
RSM McGladrey January 2006 - October 2006
Stauffer & Company October 2004 - December 2005
Ernst & Young August 1994 - September 2004
Skills
State Tax, Tax Advisory, Property Tax, QuickBooks, Tax, Tax Research, Income Tax, CPA, Tax Accounting, Strategic Financial..., Financial Planners, US GAAP, Mergers & Acquisitions, High Net Worth..., Small Business, Estate Tax Planning, Due Diligence, Estate Planning, Treasury Management, Accounting
Education
Indiana University—Purdue University Fort Wayne 1990 — 1994
BS in Business, Accounting
Tim Knipper Tim Knipper's RSM McGladrey Experience October 2005 - December 2009
Job Solutions Architect at Datalink
Industry Information Technology and Services
Experience
Datalink April 2015 - Present
Sirius Computer Solutions January 2010 - April 2015
MSI Systems Integrators January 2010 - December 2011
RSM McGladrey October 2005 - December 2009
Skills
ASA, Cisco IOS, Cisco Technologies, Cisco Nexus, Data Center, Network Security, Network Architecture, WAN, LAN-WAN, Firewalls, VPN, Network Design, Switches, Routers, Wireless Networking, Cisco Routing &..., MPLS, EIGRP, TCP/IP, IPS, Network Engineering, BGP, OSPF, Networking, Routing, CCNP, Disaster Recovery, VMware, Cisco Routers
Education
Iowa State University - College of Business 1999 — 2003
Business Management
Datalink April 2015 - Present
Sirius Computer Solutions January 2010 - April 2015
MSI Systems Integrators January 2010 - December 2011
RSM McGladrey October 2005 - December 2009
Skills
ASA, Cisco IOS, Cisco Technologies, Cisco Nexus, Data Center, Network Security, Network Architecture, WAN, LAN-WAN, Firewalls, VPN, Network Design, Switches, Routers, Wireless Networking, Cisco Routing &..., MPLS, EIGRP, TCP/IP, IPS, Network Engineering, BGP, OSPF, Networking, Routing, CCNP, Disaster Recovery, VMware, Cisco Routers
Education
Iowa State University - College of Business 1999 — 2003
Business Management
Paul Furland Paul Furland's RSM McGladrey Experience March 2011 - April 2013
Job at Paragon IT Professionals
Industry Information Technology and Services
Experience
Paragon IT Professionals February 2015 - Present
Advantage Resourcing - Technical Staffing May 2013 - January 2015
RSM McGladrey March 2011 - April 2013
ACS August 2010 - February 2011
Aviva September 2008 - September 2010
Tek Systems 2007 - 2009
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2008
Lucent Technologies April 1997 - November 2002
Skills
Security, Vendor Management, Project Management, Windows Server, Disaster Recovery, Information Security, SDLC, Access, Management, Networking, Active Directory, Troubleshooting, VMware, Windows 7, VPN, Servers, Technical Support, XP, Computer Security, Process Improvement, Program Management, Visio, Business Analysis, Windows, Data Center, Citrix, Information Technology, IT Management, SharePoint, Windows XP
Education
Western Governors University 2011 — 2012
Information Security
Iowa State University
Mechanical Engineering
Southeast Polk High School
Paragon IT Professionals February 2015 - Present
Advantage Resourcing - Technical Staffing May 2013 - January 2015
RSM McGladrey March 2011 - April 2013
ACS August 2010 - February 2011
Aviva September 2008 - September 2010
Tek Systems 2007 - 2009
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2008
Lucent Technologies April 1997 - November 2002
Skills
Security, Vendor Management, Project Management, Windows Server, Disaster Recovery, Information Security, SDLC, Access, Management, Networking, Active Directory, Troubleshooting, VMware, Windows 7, VPN, Servers, Technical Support, XP, Computer Security, Process Improvement, Program Management, Visio, Business Analysis, Windows, Data Center, Citrix, Information Technology, IT Management, SharePoint, Windows XP
Education
Western Governors University 2011 — 2012
Information Security
Iowa State University
Mechanical Engineering
Southeast Polk High School
Christopher Monte Christopher Monte's RSM McGladrey Experience April 2005 - January 2011
Job Vice President, Institutional Services Regions Bank
Industry Financial Services
Experience
Regions Financial Corporation February 2011 - Present
RSM McGladrey April 2005 - January 2011
Education
Northwestern University 2001 — 2003
Masters in Science
Lafayette College 1988 — 1992
BA
Regions Financial Corporation February 2011 - Present
RSM McGladrey April 2005 - January 2011
Education
Northwestern University 2001 — 2003
Masters in Science
Lafayette College 1988 — 1992
BA
Marcelo Wielganczuk, CPA Marcelo Wielganczuk, CPA's RSM McGladrey Experience May 2011 - November 2011
Job Tax Manager Global Compliance & Reporting at EY
Industry Accounting
Experience
EY December 2014 - Present
Cherry Bekaert LLP November 2011 - December 2014
RSM McGladrey May 2011 - November 2011
Deloitte Tax LLP January 2008 - May 2011
RAM Partners LLC February 2007 - December 2007
Lane Company September 2006 - February 2007
Skills
Portuguese native, Spanish, MS Office Suite, OneSource, Corptax, GoSystems, CCH, RIA, Superforms, CheckPoint, State Tax, Tax Research, State Tax Planning, Provision, Federal Tax, FAS109, FIN48, Tax, FIN 48, Partnership Taxation, Mergers & Acquisitions, Big 4, International Tax, Tax Returns, Auditing, Tax Accounting, Income Tax, CPA, Corporate Tax, US Tax, Tax Advisory, SEC filings, Tax Law, Transfer Pricing, Property Tax, Tax Preparation, US GAAP, Sarbanes-Oxley Act, Forensic Accounting, S Corporations, Fixed Assets, SEC Filings
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2008
Bachelor of Business Administration, Accounting
EY December 2014 - Present
Cherry Bekaert LLP November 2011 - December 2014
RSM McGladrey May 2011 - November 2011
Deloitte Tax LLP January 2008 - May 2011
RAM Partners LLC February 2007 - December 2007
Lane Company September 2006 - February 2007
Skills
Portuguese native, Spanish, MS Office Suite, OneSource, Corptax, GoSystems, CCH, RIA, Superforms, CheckPoint, State Tax, Tax Research, State Tax Planning, Provision, Federal Tax, FAS109, FIN48, Tax, FIN 48, Partnership Taxation, Mergers & Acquisitions, Big 4, International Tax, Tax Returns, Auditing, Tax Accounting, Income Tax, CPA, Corporate Tax, US Tax, Tax Advisory, SEC filings, Tax Law, Transfer Pricing, Property Tax, Tax Preparation, US GAAP, Sarbanes-Oxley Act, Forensic Accounting, S Corporations, Fixed Assets, SEC Filings
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2008
Bachelor of Business Administration, Accounting
Melaine Brandt's RSM McGladrey Experience January 1994 - September 2007
Job Tax Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP September 2007 - Present
RSM McGladrey January 1994 - September 2007
Houghton, Taplick & Co October 1986 - January 1994
Skills
S Corporations, Tax Research, Partnership Taxation, Corporate Tax, CPA, Tax, Income Tax, Tax Accounting, Tax Preparation, Tax Returns, Tax Advisory, State Tax, GAAP, FIN 48, US Tax
Education
Iowa State University 1977 — 1981
BS, Industrial Administration
Wipfli LLP September 2007 - Present
RSM McGladrey January 1994 - September 2007
Houghton, Taplick & Co October 1986 - January 1994
Skills
S Corporations, Tax Research, Partnership Taxation, Corporate Tax, CPA, Tax, Income Tax, Tax Accounting, Tax Preparation, Tax Returns, Tax Advisory, State Tax, GAAP, FIN 48, US Tax
Education
Iowa State University 1977 — 1981
BS, Industrial Administration
Chad Gustafson Chad Gustafson's RSM McGladrey Experience January 2008 - July 2009
Job Vice President of Professional Services at LightEdge Solutions
Industry Information Technology and Services
Experience
LightEdge Solutions June 2014 - Present
LightEdge Solutions July 2009 - Present
RSM McGladrey January 2008 - July 2009
Ogden BancShares, Inc. 2002 - 2008
The Principal Financial Group 1996 - 2002
Boatmen's Bank 1995 - 1996
Skills
Disaster Recovery, Virtualization, Cloud Computing, Data Center, Storage, Professional Services, VMware, Storage Area Networks, ITIL, vSphere, VMware ESX, Networking, Vendor Management, Business Continuity, WAN, Business Process..., VDI, IT Strategy, IT Management, Infrastructure, VMware Infrastructure, Solution Design, Replication, Managed Services, Solution Architecture, SAN, Cisco Technologies, High Availability, Application Delivery, Servers, Cisco UCS, Information Technology
Education
Iowa State University 1990 — 1995
BA, Finance, Economics, and Engineering
LightEdge Solutions June 2014 - Present
LightEdge Solutions July 2009 - Present
RSM McGladrey January 2008 - July 2009
Ogden BancShares, Inc. 2002 - 2008
The Principal Financial Group 1996 - 2002
Boatmen's Bank 1995 - 1996
Skills
Disaster Recovery, Virtualization, Cloud Computing, Data Center, Storage, Professional Services, VMware, Storage Area Networks, ITIL, vSphere, VMware ESX, Networking, Vendor Management, Business Continuity, WAN, Business Process..., VDI, IT Strategy, IT Management, Infrastructure, VMware Infrastructure, Solution Design, Replication, Managed Services, Solution Architecture, SAN, Cisco Technologies, High Availability, Application Delivery, Servers, Cisco UCS, Information Technology
Education
Iowa State University 1990 — 1995
BA, Finance, Economics, and Engineering
Cheryl Cryer Cheryl Cryer's RSM McGladrey Experience January 2009 - April 2010
Job Global Marketing Lead at SunGard Financial Systems
Industry Management Consulting
Experience
SunGard May 2014 - Present
University of Phoenix January 2007 - January 2015
Neovia Logistics June 2012 - March 2013
McGladrey May 2010 - April 2012
RSM McGladrey January 2009 - April 2010
RSM McGladrey January 2007 - April 2010
Accenture September 2004 - December 2006
Elgin Community College 2004 - 2006
SecurityLink from Ameritech 1998 - 2001
Skills
CRM software, Salesforce.com, Microsoft CRM, Siebel, SharePoint, Google Analytics, Email Marketing, Integrated Marketing, Marketing Communications, SAP, Oracle, Web Analytics, Budget Development, Higher Education, Operations Management, Sales Pipeline..., Growth Management, Market Growth, Database Marketing, Curriculum Development, Change Management, Organizational..., Women's Leadership, Demand Generation, Campaign Management, Campaign Strategy, CRM, Sales Management, Lead Generation, Training, Marketing, Marketing Strategy, Strategic Communications, Strategic Planning, Marketing Management, Management, Direct Marketing, Leadership, Analytics, Entrepreneurship, Market Planning, Business Strategy, Budgets, Internal Communications, Business Alliances, Event Management, Sales Process, Segmentation, Data Analysis, B2B Marketing
Education
University of St. Francis 2001 — 2004
MBA, Management
Judson University 1996 — 1999
BA, Management and Leadership
SunGard May 2014 - Present
University of Phoenix January 2007 - January 2015
Neovia Logistics June 2012 - March 2013
McGladrey May 2010 - April 2012
RSM McGladrey January 2009 - April 2010
RSM McGladrey January 2007 - April 2010
Accenture September 2004 - December 2006
Elgin Community College 2004 - 2006
SecurityLink from Ameritech 1998 - 2001
Skills
CRM software, Salesforce.com, Microsoft CRM, Siebel, SharePoint, Google Analytics, Email Marketing, Integrated Marketing, Marketing Communications, SAP, Oracle, Web Analytics, Budget Development, Higher Education, Operations Management, Sales Pipeline..., Growth Management, Market Growth, Database Marketing, Curriculum Development, Change Management, Organizational..., Women's Leadership, Demand Generation, Campaign Management, Campaign Strategy, CRM, Sales Management, Lead Generation, Training, Marketing, Marketing Strategy, Strategic Communications, Strategic Planning, Marketing Management, Management, Direct Marketing, Leadership, Analytics, Entrepreneurship, Market Planning, Business Strategy, Budgets, Internal Communications, Business Alliances, Event Management, Sales Process, Segmentation, Data Analysis, B2B Marketing
Education
University of St. Francis 2001 — 2004
MBA, Management
Judson University 1996 — 1999
BA, Management and Leadership
Dixon, Dale Dixon, Dale's RSM McGladrey Experience 2001 - 2003
Job AR & Revenue Supervisor
Industry Financial Services
Experience
Washington Metropolitan Area Transit Authority May 2011 - Present
Washington Gas February 2009 - May 2011
Constellation Energy February 2005 - December 2008
Constellation Energy Commodities Group February 2005 - December 2008
The Rouse Company 2003 - 2004
RSM McGladrey/CFS 2001 - 2003
McGladrey & Pullen 2001 - 2003
RSM McGladrey 2001 - 2003
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Financial Reporting, Internal Controls, Financial Modeling, Process Improvement, Auditing, GAAP, Analysis, Risk Management, Business Process..., PeopleSoft, SEC filings, Forecasting, Internal Audit, General Ledger, Financial Accounting, Due Diligence
Education
James Madison University 1998 — 2001
Washington Metropolitan Area Transit Authority May 2011 - Present
Washington Gas February 2009 - May 2011
Constellation Energy February 2005 - December 2008
Constellation Energy Commodities Group February 2005 - December 2008
The Rouse Company 2003 - 2004
RSM McGladrey/CFS 2001 - 2003
McGladrey & Pullen 2001 - 2003
RSM McGladrey 2001 - 2003
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Financial Reporting, Internal Controls, Financial Modeling, Process Improvement, Auditing, GAAP, Analysis, Risk Management, Business Process..., PeopleSoft, SEC filings, Forecasting, Internal Audit, General Ledger, Financial Accounting, Due Diligence
Education
James Madison University 1998 — 2001
Beth Bowers's RSM McGladrey Experience March 1998 - October 1999
Job Sage 100 ERP (MAS90) Certified Consultant
Industry Computer Software
Experience
90 Minds Consulting Group 2005 - Present
Beth Bowers September 1999 - Present
RSM McGladrey March 1998 - October 1999
Creative Software Services June 1992 - March 1998
Abacus Data Systems May 1989 - June 1992
Skills
Mas 90, Training, Sage, Crystal Reports, Software Installation, Software Implementation, ERP, Integration, Accounting, Software Project..., Enterprise Software, EDI, Business Analysis, Business Process, Visual Basic, ERP Software, Data Conversion, Software Consulting, Professional Services
Education
Indiana Institute of Technology 1981 — 1984
BS, Computer Science, minor in Accounting
Goshen High School 1977 — 1981
90 Minds Consulting Group 2005 - Present
Beth Bowers September 1999 - Present
RSM McGladrey March 1998 - October 1999
Creative Software Services June 1992 - March 1998
Abacus Data Systems May 1989 - June 1992
Skills
Mas 90, Training, Sage, Crystal Reports, Software Installation, Software Implementation, ERP, Integration, Accounting, Software Project..., Enterprise Software, EDI, Business Analysis, Business Process, Visual Basic, ERP Software, Data Conversion, Software Consulting, Professional Services
Education
Indiana Institute of Technology 1981 — 1984
BS, Computer Science, minor in Accounting
Goshen High School 1977 — 1981
Eddie Ellis's RSM McGladrey Experience September 2008 - November 2010
Job Program Manager at UnityPoint Health
Industry Information Technology and Services
Experience
UnityPoint Health May 2014 - Present
ESNA Village Networks June 2003 - Present
Wellmark BCBS November 2010 - May 2014
Farrell's eXtreme Bodyshaping, Inc. 2009 - May 2014
RSM McGladrey September 2008 - November 2010
Grandwoods Townhome Association, LLC June 2007 - July 2009
Nationwide Insurance November 2006 - August 2008
Nationwide Insurance March 2004 - November 2006
Xerox March 2001 - March 2004
Skills
Leadership, Sales, Strategic Planning, Market Research, CRM, Management, Change Management, Strategy, Customer Service, Entrepreneurship, Project Planning, Program Management, Risk Assessment, Team Building, Process Improvement, SDLC, Project Management, Performance Management, Enterprise Software, Team Management, Vendor Management, Training, Business Development, Marketing, Analysis, Business Planning, Business Analysis, Consulting, Business Process, Project Portfolio..., Management Consulting, Business Process..., Information Technology, Executive Management, Product Management, Mentoring, Resource Management, Analytics, IT Strategy, Account Management, Business Transformation, Governance, Integration
Education
Harvard Business School 2007 — 2007
Business Management
Xerox University 2001 — 2004
Sales, Analyst and Consultation
Lincoln High School 1992 — 1996
Diploma, General Studies
UnityPoint Health May 2014 - Present
ESNA Village Networks June 2003 - Present
Wellmark BCBS November 2010 - May 2014
Farrell's eXtreme Bodyshaping, Inc. 2009 - May 2014
RSM McGladrey September 2008 - November 2010
Grandwoods Townhome Association, LLC June 2007 - July 2009
Nationwide Insurance November 2006 - August 2008
Nationwide Insurance March 2004 - November 2006
Xerox March 2001 - March 2004
Skills
Leadership, Sales, Strategic Planning, Market Research, CRM, Management, Change Management, Strategy, Customer Service, Entrepreneurship, Project Planning, Program Management, Risk Assessment, Team Building, Process Improvement, SDLC, Project Management, Performance Management, Enterprise Software, Team Management, Vendor Management, Training, Business Development, Marketing, Analysis, Business Planning, Business Analysis, Consulting, Business Process, Project Portfolio..., Management Consulting, Business Process..., Information Technology, Executive Management, Product Management, Mentoring, Resource Management, Analytics, IT Strategy, Account Management, Business Transformation, Governance, Integration
Education
Harvard Business School 2007 — 2007
Business Management
Xerox University 2001 — 2004
Sales, Analyst and Consultation
Lincoln High School 1992 — 1996
Diploma, General Studies
Mark Sterne's RSM McGladrey Experience 1986 - 1988
Job President, Print & Marketing Solutions Group
Industry Printing
Experience
Print & Marketing Solutions Group 1988 - Present
American Marketing Association, Chicago Chapter (Chicago AMA) July 2014 - Present
Chicago AMA August 2013 - July 2014
RSM McGladrey 1986 - 1988
Accenture 1982 - 1985
Skills
Project Management, Sourcing Product &..., Integrating Print,..., Provide Innovative..., On-line Ordering for..., Automated Workflow..., Marketing Automation, Marketing Strategy, Account Management, Marketing, New Business Development, Business Strategy, Email Marketing, Print, Marketing Communications, Integrated Marketing, Direct Marketing, Direct Mail, Digital Marketing, Lead Generation, Marketing Management
Education
Indiana University - Kelley School of Business 1978 — 1982
B.S.
Madeira High School, Cincinnati, Ohio 1974 — 1978
Print & Marketing Solutions Group 1988 - Present
American Marketing Association, Chicago Chapter (Chicago AMA) July 2014 - Present
Chicago AMA August 2013 - July 2014
RSM McGladrey 1986 - 1988
Accenture 1982 - 1985
Skills
Project Management, Sourcing Product &..., Integrating Print,..., Provide Innovative..., On-line Ordering for..., Automated Workflow..., Marketing Automation, Marketing Strategy, Account Management, Marketing, New Business Development, Business Strategy, Email Marketing, Print, Marketing Communications, Integrated Marketing, Direct Marketing, Direct Mail, Digital Marketing, Lead Generation, Marketing Management
Education
Indiana University - Kelley School of Business 1978 — 1982
B.S.
Madeira High School, Cincinnati, Ohio 1974 — 1978
Paul Ceci Paul Ceci's RSM McGladrey Experience December 2004 - July 2011
Job Owner at Paul M Ceci, Certified Public Accountant
Industry Accounting
Experience
Asefaw & Ceci, LLP January 2012 - Present
McGladrey & Pullen December 2004 - July 2011
RSM McGladrey December 2004 - July 2011
Squar Milner (Formerly Peterson & Company) February 1999 - December 2004
Forte October 1994 - February 1999
Charlotte Russe May 1989 - September 1994
PDM Plumbing, Heating and Cooling May 1984 - March 1989
Wermer, Rogers, Duran & Ruzon May 1979 - May 1984
Bansley & Kiener November 1977 - May 1979
Skills
Audit, SEC reporting, Tax, Internal Controls, Accounting, Financial Reporting, Auditing, Income Tax, Corporate Tax, GAAP, Assurance
Education
Lewis University 1973 — 1976
BA, Accounting
Joliet Junior College 1971 — 1973
Associate, Accounting
Asefaw & Ceci, LLP January 2012 - Present
McGladrey & Pullen December 2004 - July 2011
RSM McGladrey December 2004 - July 2011
Squar Milner (Formerly Peterson & Company) February 1999 - December 2004
Forte October 1994 - February 1999
Charlotte Russe May 1989 - September 1994
PDM Plumbing, Heating and Cooling May 1984 - March 1989
Wermer, Rogers, Duran & Ruzon May 1979 - May 1984
Bansley & Kiener November 1977 - May 1979
Skills
Audit, SEC reporting, Tax, Internal Controls, Accounting, Financial Reporting, Auditing, Income Tax, Corporate Tax, GAAP, Assurance
Education
Lewis University 1973 — 1976
BA, Accounting
Joliet Junior College 1971 — 1973
Associate, Accounting
Tom Altman Tom Altman's RSM McGladrey Experience October 2000 - February 2003
Job VP of Technology at Clickstop, Inc.
Industry Internet
Experience
Clickstop, Inc. September 2010 - Present
Gazette Communications October 2008 - September 2010
e-Me Ventures January 2008 - October 2008
Gazette Communications December 2003 - January 2008
Group O February 2003 - December 2003
RSM McGladrey October 2000 - February 2003
Gazette Communications March 2000 - October 2000
CMF&Z June 1999 - March 2000
Connoisseur Communications June 1995 - August 1998
AEGON 1998 - 1998
Skills
Web Development, Web Design, Proof of Concept, SEO, Google Analytics, Email Marketing, Content Management, Social Media Marketing, SEM, Web Project Management, Wordpress, User Experience, HTML, CSS, JavaScript, Dreamweaver, Online Advertising, E-commerce, Blogging, PHP, WordPress, Google Adwords, Web Applications, Online Marketing, Advertising, Public Speaking, Web Analytics, PPC, Strategy, Digital Marketing, Marketing, Web Marketing, Content Strategy, New Media, Web Content Management, Web 2.0, Website Development, Content Marketing, SEO copywriting, CMS, Landing Page..., Organic Search
Education
University of Iowa 1993 — 1995
BA, Communication Studies
Kirkwood Community College 1990 — 1993
AA, Communication Studies
Clickstop, Inc. September 2010 - Present
Gazette Communications October 2008 - September 2010
e-Me Ventures January 2008 - October 2008
Gazette Communications December 2003 - January 2008
Group O February 2003 - December 2003
RSM McGladrey October 2000 - February 2003
Gazette Communications March 2000 - October 2000
CMF&Z June 1999 - March 2000
Connoisseur Communications June 1995 - August 1998
AEGON 1998 - 1998
Skills
Web Development, Web Design, Proof of Concept, SEO, Google Analytics, Email Marketing, Content Management, Social Media Marketing, SEM, Web Project Management, Wordpress, User Experience, HTML, CSS, JavaScript, Dreamweaver, Online Advertising, E-commerce, Blogging, PHP, WordPress, Google Adwords, Web Applications, Online Marketing, Advertising, Public Speaking, Web Analytics, PPC, Strategy, Digital Marketing, Marketing, Web Marketing, Content Strategy, New Media, Web Content Management, Web 2.0, Website Development, Content Marketing, SEO copywriting, CMS, Landing Page..., Organic Search
Education
University of Iowa 1993 — 1995
BA, Communication Studies
Kirkwood Community College 1990 — 1993
AA, Communication Studies
Stacey Corbin's RSM McGladrey Experience April 2004 - February 2005
Job Marketing Communications Manager at DSCI
Industry Marketing and Advertising
Experience
DSCI November 2014 - Present
DSCI December 2011 - October 2014
Intertek January 2009 - December 2011
Intertek January 2006 - December 2008
Intertek February 2005 - January 2006
RSM McGladrey April 2004 - February 2005
Viega January 2003 - March 2004
BOC Edwards June 1997 - December 2002
University of Massachusetts Amherst January 2000 - May 2002
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelor of Business Administration
Wilmington High School 1994 — 1998
DSCI November 2014 - Present
DSCI December 2011 - October 2014
Intertek January 2009 - December 2011
Intertek January 2006 - December 2008
Intertek February 2005 - January 2006
RSM McGladrey April 2004 - February 2005
Viega January 2003 - March 2004
BOC Edwards June 1997 - December 2002
University of Massachusetts Amherst January 2000 - May 2002
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelor of Business Administration
Wilmington High School 1994 — 1998
Brian Hille Brian Hille's RSM McGladrey Experience February 1999 - March 2002
Job Implementation Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2010 - Present
Wells Fargo December 2008 - October 2010
Wells Fargo Financial June 2006 - November 2008
Wells Fargo Financial July 2004 - June 2006
Wells Fargo Financial July 2002 - July 2004
RSM McGladrey February 1999 - March 2002
Cargill January 1997 - March 1999
Skills
Requirements Analysis, Integration, Requirements Gathering, Process Improvement, Project Management, Analysis, Business Intelligence, Software Documentation, Visio, Business Analysis, Business Requirements, Change Management, Management, Databases, SDLC, Business Process, Testing, Project Planning, Risk Management
Education
Iowa State University 1992 — 1996
BS, Management Information Systems
Wells Fargo September 2010 - Present
Wells Fargo December 2008 - October 2010
Wells Fargo Financial June 2006 - November 2008
Wells Fargo Financial July 2004 - June 2006
Wells Fargo Financial July 2002 - July 2004
RSM McGladrey February 1999 - March 2002
Cargill January 1997 - March 1999
Skills
Requirements Analysis, Integration, Requirements Gathering, Process Improvement, Project Management, Analysis, Business Intelligence, Software Documentation, Visio, Business Analysis, Business Requirements, Change Management, Management, Databases, SDLC, Business Process, Testing, Project Planning, Risk Management
Education
Iowa State University 1992 — 1996
BS, Management Information Systems
Krissy Sowell, CPA, MSA's RSM McGladrey Experience June 2008 - August 2008
Job Not for Profit Lead Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey November 2009 - Present
RSM McGladrey June 2008 - August 2008
Skills
CPA, Tax
Education
James Madison University 2004 — 2009
MSA, Accounting- Tax
McGladrey November 2009 - Present
RSM McGladrey June 2008 - August 2008
Skills
CPA, Tax
Education
James Madison University 2004 — 2009
MSA, Accounting- Tax
David McCoy David McCoy's RSM McGladrey Experience January 2005 - August 2006
Job CFO & Senior Vice President at NB&T
Industry Banking
Experience
The National Bank & Trust Company October 2008 - Present
Algonquin State Bank, NA November 2006 - August 2008
RSM McGladrey January 2005 - August 2006
McGladrey & Pullen, LLP 2004 - 2006
Fifth Third Bank March 1993 - November 2004
Fifth Third Bank, Chicago 2000 - 2004
Skills
Risk Management, Banking, Internal Audit, Due Diligence, Strategic Planning, Leadership, Management, Finance, Financial Analysis, Accounting, Commercial Lending, Commercial Banking, Enterprise Risk..., Executive Management, Financial Risk, Credit Analysis, Business Development, Treasury Management, Financial Reporting, Credit, Auditing, Consumer Lending, Cash Management, Securitization, Loans, Strategic Financial..., CPA
Education
Harding University 1982 — 1984
BBA, Accounting
Ohio Valley University 1981 — 1982
AA, Accounting
The National Bank & Trust Company October 2008 - Present
Algonquin State Bank, NA November 2006 - August 2008
RSM McGladrey January 2005 - August 2006
McGladrey & Pullen, LLP 2004 - 2006
Fifth Third Bank March 1993 - November 2004
Fifth Third Bank, Chicago 2000 - 2004
Skills
Risk Management, Banking, Internal Audit, Due Diligence, Strategic Planning, Leadership, Management, Finance, Financial Analysis, Accounting, Commercial Lending, Commercial Banking, Enterprise Risk..., Executive Management, Financial Risk, Credit Analysis, Business Development, Treasury Management, Financial Reporting, Credit, Auditing, Consumer Lending, Cash Management, Securitization, Loans, Strategic Financial..., CPA
Education
Harding University 1982 — 1984
BBA, Accounting
Ohio Valley University 1981 — 1982
AA, Accounting
Dolores Di Re Dolores Di Re's RSM McGladrey Experience 2008 - 2011
Job Manager at CohnReznick LLP
Industry Hospital & Health Care
Experience
CohnReznick LLP October 2012 - Present
J.H. Cohn LLP 2011 - Present
RSM McGladrey 2008 - 2011
NYU Langone Medical Center 2003 - 2006
FRR Recovery, Inc 1999 - 2003
HCE, LLC 1996 - 1999
NCO Group 1990 - 1996
Intertech 1986 - 1992
Skills
Revenue Cycle, Healthcare Management, Medicare, Hospitals, EHR, Accounts Receivable, HIPAA, Healthcare Industry, Revenue Cycle Management, EMR, Managed Care, Auditing, Healthcare, Healthcare Information..., Medicaid, Management, Healthcare Consulting, Performance Improvement, Physician Relations
Education
Hofstra University 1990 — 1992
MA, Healthcare Administration
St. John's University 1986 — 1990
BS, Healthcare Administration
CohnReznick LLP October 2012 - Present
J.H. Cohn LLP 2011 - Present
RSM McGladrey 2008 - 2011
NYU Langone Medical Center 2003 - 2006
FRR Recovery, Inc 1999 - 2003
HCE, LLC 1996 - 1999
NCO Group 1990 - 1996
Intertech 1986 - 1992
Skills
Revenue Cycle, Healthcare Management, Medicare, Hospitals, EHR, Accounts Receivable, HIPAA, Healthcare Industry, Revenue Cycle Management, EMR, Managed Care, Auditing, Healthcare, Healthcare Information..., Medicaid, Management, Healthcare Consulting, Performance Improvement, Physician Relations
Education
Hofstra University 1990 — 1992
MA, Healthcare Administration
St. John's University 1986 — 1990
BS, Healthcare Administration
Jason Montague Jason Montague's RSM McGladrey Experience January 1997 - January 1998
Job Senior Vice President | IT Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. 2011 - Present
Wells Fargo - Funds Management Group December 2006 - January 2011
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services July 2006 - December 2006
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services September 2005 - November 2006
US Bank January 2000 - July 2005
Infotech Inc. January 1998 - December 1999
RSM McGladrey January 1997 - January 1998
Mills & Hemingway Consulting January 1996 - January 1997
Columbus Consulting Group - CCG, Inc. January 1995 - January 1996
Skills
Product Development, Change Management, Systems Thinking, Agile, Software Development, Agile Methodologies, SDLC, Leadership, Program Management, Lean Thinking, Team Leadership, Leading Organizational..., Business Analysis, Scrum, Visio, Vendor Management, Agile Project Management, Coaching, Project Management, Process Improvement, Management Consulting, Business Process..., SharePoint, Requirements Gathering, Software Documentation, Requirements Analysis, Software Engineering, IT Strategy, Business Intelligence, Software Project..., Integration, IT Management
Education
Indiana University Bloomington
Miami University
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. 2011 - Present
Wells Fargo - Funds Management Group December 2006 - January 2011
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services July 2006 - December 2006
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services September 2005 - November 2006
US Bank January 2000 - July 2005
Infotech Inc. January 1998 - December 1999
RSM McGladrey January 1997 - January 1998
Mills & Hemingway Consulting January 1996 - January 1997
Columbus Consulting Group - CCG, Inc. January 1995 - January 1996
Skills
Product Development, Change Management, Systems Thinking, Agile, Software Development, Agile Methodologies, SDLC, Leadership, Program Management, Lean Thinking, Team Leadership, Leading Organizational..., Business Analysis, Scrum, Visio, Vendor Management, Agile Project Management, Coaching, Project Management, Process Improvement, Management Consulting, Business Process..., SharePoint, Requirements Gathering, Software Documentation, Requirements Analysis, Software Engineering, IT Strategy, Business Intelligence, Software Project..., Integration, IT Management
Education
Indiana University Bloomington
Miami University
Sara Meyer's RSM McGladrey Experience October 2006 - April 2008
Job Marketing Director at Chapin Aesthetics
Industry Medical Practice
Experience
Chapin Aesthetics August 2015 - Present
La Chele Medical Aesthetics May 2014 - August 2015
Donaldson Membranes September 2010 - November 2014
MetroPCS April 2008 - September 2010
RSM McGladrey October 2006 - April 2008
Verizon Wireless January 2005 - October 2006
The National Community Reinvestment Coalition May 2004 - August 2004
Skills
Marketing, Sales, Advertising, Marketing Strategy, Telecommunications, Competitive Analysis, Trade Shows, Customer Service, Sales Management, Direct Sales, CRM, Public Relations, B2B, Strategy, New Business Development, Salesforce.com, Marketing Communications, Direct Mail, Research, Email Marketing, Market Research, Newsletters, White Papers, Event Management, Social Media Marketing, Performance Metrics, Metrics Reporting
Education
Rizzieri Aveda School for Beauty and Wellness 2013 — 2014
Liscensed Skin Esthetician, Aesthetician/Esthetician and Skin Care Specialist
Indiana University of Pennsylvania 2000 — 2004
BS, Communications Media
Chapin Aesthetics August 2015 - Present
La Chele Medical Aesthetics May 2014 - August 2015
Donaldson Membranes September 2010 - November 2014
MetroPCS April 2008 - September 2010
RSM McGladrey October 2006 - April 2008
Verizon Wireless January 2005 - October 2006
The National Community Reinvestment Coalition May 2004 - August 2004
Skills
Marketing, Sales, Advertising, Marketing Strategy, Telecommunications, Competitive Analysis, Trade Shows, Customer Service, Sales Management, Direct Sales, CRM, Public Relations, B2B, Strategy, New Business Development, Salesforce.com, Marketing Communications, Direct Mail, Research, Email Marketing, Market Research, Newsletters, White Papers, Event Management, Social Media Marketing, Performance Metrics, Metrics Reporting
Education
Rizzieri Aveda School for Beauty and Wellness 2013 — 2014
Liscensed Skin Esthetician, Aesthetician/Esthetician and Skin Care Specialist
Indiana University of Pennsylvania 2000 — 2004
BS, Communications Media
Jaime Allison Moehlenkamp Jaime Allison Moehlenkamp's RSM McGladrey Experience May 2007 - May 2010
Job Marketing Webcast Specialist
Industry Accounting
Experience
McGladrey June 2007 - Present
RSM McGladrey May 2007 - May 2010
Marquette Group May 2006 - May 2007
AAA Entertainment Radio Group October 2000 - August 2003
Galesburg Broadcasting Company March 1999 - August 2000
Skills
Internal Communications, Newsletters, Marketing Communications, Nonprofits, Email Marketing, Business Development, Editing, Event Planning, Public Relations, Management, Social Media, Marketing Strategy, Strategic Communications, Customer Service, Microsoft Office, Webcasting, Webinar Management, Webinar Development, Webinars, Salesforce.com
Education
Richwoods High School 1990 — 1994
Illinois Central College
McGladrey June 2007 - Present
RSM McGladrey May 2007 - May 2010
Marquette Group May 2006 - May 2007
AAA Entertainment Radio Group October 2000 - August 2003
Galesburg Broadcasting Company March 1999 - August 2000
Skills
Internal Communications, Newsletters, Marketing Communications, Nonprofits, Email Marketing, Business Development, Editing, Event Planning, Public Relations, Management, Social Media, Marketing Strategy, Strategic Communications, Customer Service, Microsoft Office, Webcasting, Webinar Management, Webinar Development, Webinars, Salesforce.com
Education
Richwoods High School 1990 — 1994
Illinois Central College
Linda Boyer's RSM McGladrey Experience January 2004 - February 2009
Job Independent IMIS and Dynamics CRM Software Consultant
Industry Information Technology and Services
Experience
Lane Services, and Ignify February 2009 - Present
Team MonaVie OC July 2007 - Present
RSM McGladrey January 2004 - February 2009
Visions Consulting July 2002 - January 2004
Grant Thornton 2000 - 2002
BASIX 1997 - 2000
Skills
Microsoft CRM, Microsoft SQL Server, Visio, Access, Databases, Microsoft Excel, PowerPoint, Projects, Outlook, Microsoft Word, Business Analysis, ERP, SharePoint, Business Intelligence, Microsoft Dynamics
Education
Ithaca College
BS, TV Radio Communications
Lane Services, and Ignify February 2009 - Present
Team MonaVie OC July 2007 - Present
RSM McGladrey January 2004 - February 2009
Visions Consulting July 2002 - January 2004
Grant Thornton 2000 - 2002
BASIX 1997 - 2000
Skills
Microsoft CRM, Microsoft SQL Server, Visio, Access, Databases, Microsoft Excel, PowerPoint, Projects, Outlook, Microsoft Word, Business Analysis, ERP, SharePoint, Business Intelligence, Microsoft Dynamics
Education
Ithaca College
BS, TV Radio Communications
Lauren Okum's RSM McGladrey Experience January 2004 - July 2006
Job Actuary at Premier Actuarial Solutions
Industry Financial Services
Experience
Premier Actuarial Solutions December 2007 - Present
Pinnacle Plan Design July 2014 - October 2014
Pension Specialists January 2007 - November 2007
RSM McGladrey January 2004 - July 2006
Mercer August 2000 - December 2003
PricewaterhouseCoopers December 1999 - August 2000
Hewitt Associates January 1994 - August 1997
Skills
Actuarial Science, Pension Administration, Actuarial Consulting, Defined Benefit, Pensions, ERISA, 401k, Defined Contribution, Profit Sharing, Retirement, Retirement Plan..., Employee Benefits, Retirement Planning, Pension Funds
Education
Harvard Business School 1997 — 1999
University of Illinois at Urbana-Champaign 1990 — 1993
B.S., Actuarial Science
Premier Actuarial Solutions December 2007 - Present
Pinnacle Plan Design July 2014 - October 2014
Pension Specialists January 2007 - November 2007
RSM McGladrey January 2004 - July 2006
Mercer August 2000 - December 2003
PricewaterhouseCoopers December 1999 - August 2000
Hewitt Associates January 1994 - August 1997
Skills
Actuarial Science, Pension Administration, Actuarial Consulting, Defined Benefit, Pensions, ERISA, 401k, Defined Contribution, Profit Sharing, Retirement, Retirement Plan..., Employee Benefits, Retirement Planning, Pension Funds
Education
Harvard Business School 1997 — 1999
University of Illinois at Urbana-Champaign 1990 — 1993
B.S., Actuarial Science
Kimberly D. Miller, QKA Kimberly D. Miller, QKA's RSM McGladrey Experience June 1998 - February 2002
Job Senior Administrator at Tennessee Pension Administrators
Industry Financial Services
Experience
The Trust Company of Knoxville May 2012 - February 2015
Retirement Plan Consultants, Inc May 2006 - May 2012
The Pension Specialists July 2005 - May 2006
Emjay Retirement Services, Inc. April 2005 - July 2005
Union Bank of California February 2002 - December 2004
RSM McGladrey June 1998 - February 2002
Skills
Qualified Retirement..., Retirement Planning, 401k, Account Reconciliation, Asset Allocation, Defined Contribution, ERISA, Management, Profit Sharing, Retirement, Training
Education
Illinois State University 2004 — 2006
Bachelors of Science, Management
University of the West of England 1995 — 1995
European Business, Politics & Economics
Western Illinois University 1992 — 1994
Business Administration
The Trust Company of Knoxville May 2012 - February 2015
Retirement Plan Consultants, Inc May 2006 - May 2012
The Pension Specialists July 2005 - May 2006
Emjay Retirement Services, Inc. April 2005 - July 2005
Union Bank of California February 2002 - December 2004
RSM McGladrey June 1998 - February 2002
Skills
Qualified Retirement..., Retirement Planning, 401k, Account Reconciliation, Asset Allocation, Defined Contribution, ERISA, Management, Profit Sharing, Retirement, Training
Education
Illinois State University 2004 — 2006
Bachelors of Science, Management
University of the West of England 1995 — 1995
European Business, Politics & Economics
Western Illinois University 1992 — 1994
Business Administration
David Souders, CPA David Souders, CPA's RSM McGladrey Experience July 1991 - November 1995
Job Executive (CFO) with MBA who gets things done
Industry Management Consulting
Experience
URAC: Accreditation for Pharmacy, Case Management, Health Utilization, Health Plans & Networks November 2014 - Present
BDO USA, LLP March 2014 - November 2014
Colonial Parking, Inc. February 2010 - October 2013
Gate Gourmet, Inc. January 2009 - January 2010
BOWA Builders, Inc. June 2004 - January 2009
Vastera 1997 - 2004
RSM McGladrey July 1991 - November 1995
Skills
Budgets, Strategic Planning, Payroll, Forecasting, Employee Benefits, Cash Management, Process Improvement, Contract Management, Human Resources, Managerial Finance, Construction Accounting, CPA, Finance Executive, Small & Mid-Cap..., Hands-on, Leadership & Management, Entrepreneurial, International Experience, Team Builder, Management, Mergers & Acquisitions, Financial Reporting, Business Planning, Team Building, Thinking Outside The Box, Finance, Accounting, Internal Controls, Business Process..., Entrepreneurship, Auditing, Operations Management, Visionary Thinking, Mentoring Of Staff, Leadership
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Hood College 1997 — 2002
MBA, Business Administration and Management, General
URAC: Accreditation for Pharmacy, Case Management, Health Utilization, Health Plans & Networks November 2014 - Present
BDO USA, LLP March 2014 - November 2014
Colonial Parking, Inc. February 2010 - October 2013
Gate Gourmet, Inc. January 2009 - January 2010
BOWA Builders, Inc. June 2004 - January 2009
Vastera 1997 - 2004
RSM McGladrey July 1991 - November 1995
Skills
Budgets, Strategic Planning, Payroll, Forecasting, Employee Benefits, Cash Management, Process Improvement, Contract Management, Human Resources, Managerial Finance, Construction Accounting, CPA, Finance Executive, Small & Mid-Cap..., Hands-on, Leadership & Management, Entrepreneurial, International Experience, Team Builder, Management, Mergers & Acquisitions, Financial Reporting, Business Planning, Team Building, Thinking Outside The Box, Finance, Accounting, Internal Controls, Business Process..., Entrepreneurship, Auditing, Operations Management, Visionary Thinking, Mentoring Of Staff, Leadership
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Hood College 1997 — 2002
MBA, Business Administration and Management, General
Julie Schulte Julie Schulte's RSM McGladrey Experience May 2006 - January 2008
Job Connecting Top Talent with Opportunities at Kellogg Company
Industry Human Resources
Experience
Kellogg Company December 2012 - Present
AGL Resources February 2008 - December 2012
RSM McGladrey May 2006 - January 2008
Walgreens December 2004 - March 2005
VMG Consulting, LLC August 2004 - November 2004
Alaris Consulting / Gibson & Associates July 2000 - May 2003
Technisource, Inc. February 1998 - July 2000
Skills
Performance Management, Employee Relations, Organizational..., HRIS Implementation, OFCCP Compliance, Training & Development, Coaching Staff, Policy & Procedure..., Pipeline Building, Full Life Cycle..., Project Management, Recruiting, HRIS, OFCCP, Talent Acquisition, Sourcing, Training, Policy, Radian6, Social Media Listening, Employee Training, Management, Leadership, Applicant Tracking..., PeopleSoft, Pipelines, Social Media Measurement, Personnel Management, Executive Search, Internet Recruiting, Hiring, Employer Branding, Vendor Management
Education
Northern Illinois University 2008 — 2008
PHR, Professional in Human Resources Certification
Illinois State University 1989 — 1994
BS, Public Relations
Kellogg Company December 2012 - Present
AGL Resources February 2008 - December 2012
RSM McGladrey May 2006 - January 2008
Walgreens December 2004 - March 2005
VMG Consulting, LLC August 2004 - November 2004
Alaris Consulting / Gibson & Associates July 2000 - May 2003
Technisource, Inc. February 1998 - July 2000
Skills
Performance Management, Employee Relations, Organizational..., HRIS Implementation, OFCCP Compliance, Training & Development, Coaching Staff, Policy & Procedure..., Pipeline Building, Full Life Cycle..., Project Management, Recruiting, HRIS, OFCCP, Talent Acquisition, Sourcing, Training, Policy, Radian6, Social Media Listening, Employee Training, Management, Leadership, Applicant Tracking..., PeopleSoft, Pipelines, Social Media Measurement, Personnel Management, Executive Search, Internet Recruiting, Hiring, Employer Branding, Vendor Management
Education
Northern Illinois University 2008 — 2008
PHR, Professional in Human Resources Certification
Illinois State University 1989 — 1994
BS, Public Relations
Bill Buhmann Bill Buhmann's RSM McGladrey Experience January 1999 - June 2011
Job Director at The Corvus Group
Industry Financial Services
Experience
The Corvus Group May 2011 - Present
RSM McGladrey January 1999 - June 2011
PricewaterhouseCoopers January 1995 - January 1999
BAI 1993 - 1995
Boulevard Bank 1989 - 1992
BankOne/First Chicago 1986 - 1989
Citicorp 1980 - 1986
Skills
Risk Assessment, Asset Management, Commercial Lending, Loans, Banking, Risk Management, Management, Auditing, Portfolio Management, Due Diligence, Financial Analysis, Internal Audit, Real Estate, Financial Services, Mergers, Mergers & Acquisitions, Credit Analysis, Accounting, Financial Modeling, Cash Management, Mortgage Lending, Fraud, Mortgage Banking, Credit, Internal Controls, Financial Reporting, Finance, Financial Risk, Underwriting
Education
Illinois State University 1971 — 1976
B.S., Accounting and Information Technology
The Corvus Group May 2011 - Present
RSM McGladrey January 1999 - June 2011
PricewaterhouseCoopers January 1995 - January 1999
BAI 1993 - 1995
Boulevard Bank 1989 - 1992
BankOne/First Chicago 1986 - 1989
Citicorp 1980 - 1986
Skills
Risk Assessment, Asset Management, Commercial Lending, Loans, Banking, Risk Management, Management, Auditing, Portfolio Management, Due Diligence, Financial Analysis, Internal Audit, Real Estate, Financial Services, Mergers, Mergers & Acquisitions, Credit Analysis, Accounting, Financial Modeling, Cash Management, Mortgage Lending, Fraud, Mortgage Banking, Credit, Internal Controls, Financial Reporting, Finance, Financial Risk, Underwriting
Education
Illinois State University 1971 — 1976
B.S., Accounting and Information Technology
Julie Ross, CPA's RSM McGladrey Experience 2000 - 2002
Job Finance Director at Sigma Phi Epsilon Fraternity
Industry Accounting
Experience
Sigma Phi Epsilon Fraternity February 2005 - Present
Briggs Hospitality September 2002 - February 2005
RSM McGladrey 2000 - 2002
Skills
Accounting, Budgeting, Financial Analysis, Excel, Strategic Planning, Financial Reporting, Hiring, Word, Microsoft Office, Team Leadership, Non-profits, Variance Analysis, Financial Management, Leadership Development, Employee Benefits, Financial Modeling, Real Estate, Team Management, Performance Management, Administration, External Audit, Spreadsheets, Internal Controls, Problem Solving, Forecasting, Quickbooks, Financial Accounting, Accounts Payable, General Ledger, Process Improvement, Financial Planning, Insurance, Risk Management, Cash Flow, Nonprofits, Leadership, GAAP, Budgets, Analysis
Education
James Madison University 1975 — 1979
BA, Accounting and Management
Sigma Phi Epsilon Fraternity February 2005 - Present
Briggs Hospitality September 2002 - February 2005
RSM McGladrey 2000 - 2002
Skills
Accounting, Budgeting, Financial Analysis, Excel, Strategic Planning, Financial Reporting, Hiring, Word, Microsoft Office, Team Leadership, Non-profits, Variance Analysis, Financial Management, Leadership Development, Employee Benefits, Financial Modeling, Real Estate, Team Management, Performance Management, Administration, External Audit, Spreadsheets, Internal Controls, Problem Solving, Forecasting, Quickbooks, Financial Accounting, Accounts Payable, General Ledger, Process Improvement, Financial Planning, Insurance, Risk Management, Cash Flow, Nonprofits, Leadership, GAAP, Budgets, Analysis
Education
James Madison University 1975 — 1979
BA, Accounting and Management
David Shrum David Shrum's RSM McGladrey Experience June 2003 - November 2004
Job Business Consultant
Industry Management Consulting
Experience
Shrum Consulting Group June 2012 - Present
Colonial Life March 2012 - June 2012
English Academy of Rio November 2010 - December 2011
Brameri January 2008 - November 2011
GLOBALEYE BRAZIL January 2010 - January 2011
Mahoney & Associates January 2007 - March 2009
Summit Brokerage Services August 2004 - January 2007
RSM McGladrey June 2003 - November 2004
Mutual of America February 1999 - May 2003
Merrill Lynch April 1996 - January 1999
Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Indiana State University
Shrum Consulting Group June 2012 - Present
Colonial Life March 2012 - June 2012
English Academy of Rio November 2010 - December 2011
Brameri January 2008 - November 2011
GLOBALEYE BRAZIL January 2010 - January 2011
Mahoney & Associates January 2007 - March 2009
Summit Brokerage Services August 2004 - January 2007
RSM McGladrey June 2003 - November 2004
Mutual of America February 1999 - May 2003
Merrill Lynch April 1996 - January 1999
Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Indiana State University
Rachel Myers's RSM McGladrey Experience August 2010 - September 2011
Job Marketing Automation Configuration Specialist
Industry Marketing and Advertising
Experience
Simantel April 2015 - Present
Definitive Results, LLC November 2014 - April 2015
Astadia March 2014 - October 2014
OpenText January 2014 - March 2014
GXS September 2012 - March 2014
McGladrey September 2011 - September 2012
RSM McGladrey August 2010 - September 2011
RSM McGladrey February 2009 - August 2010
RSM McGladrey May 2008 - February 2009
Bayard Advertising December 2006 - October 2007
Skills
Email Marketing, Online Marketing, Marketing Automation, Demand Generation, Eloqua, Marketing Strategy, Strategy, Newsletters, Marketing Communications, Lead Generation, Email Strategy, Integrated Marketing, B2B Marketing, Training, Email Marketing Software, Data Analysis, Data Management, Salesforce.com, Marketing, B2B, Account Management, Project Management
Education
James Madison University 2002 — 2006
BA, Marketing
Sessions Online School of Arts and Design 2008 — 2010
Masters Certificate, Marketing Design Masters Certificate
Simantel April 2015 - Present
Definitive Results, LLC November 2014 - April 2015
Astadia March 2014 - October 2014
OpenText January 2014 - March 2014
GXS September 2012 - March 2014
McGladrey September 2011 - September 2012
RSM McGladrey August 2010 - September 2011
RSM McGladrey February 2009 - August 2010
RSM McGladrey May 2008 - February 2009
Bayard Advertising December 2006 - October 2007
Skills
Email Marketing, Online Marketing, Marketing Automation, Demand Generation, Eloqua, Marketing Strategy, Strategy, Newsletters, Marketing Communications, Lead Generation, Email Strategy, Integrated Marketing, B2B Marketing, Training, Email Marketing Software, Data Analysis, Data Management, Salesforce.com, Marketing, B2B, Account Management, Project Management
Education
James Madison University 2002 — 2006
BA, Marketing
Sessions Online School of Arts and Design 2008 — 2010
Masters Certificate, Marketing Design Masters Certificate
Michael Portolese, CISSP's RSM McGladrey Experience March 1999 - February 2001
Job President: Remote Controls, Inc.
Industry Executive Office
Experience
Remote Controls, Inc. January 2013 - Present
Queen of Peace Catholic Church 2000 - 2014
Unitech February 2001 - October 2012
RSM McGladrey March 1999 - February 2001
Skills
Software Development, Project Management, Program Management, Microsoft SQL Server, Business Intelligence, Software Project..., Security, ITIL, PMP, SQL, IT Management, Cloud Computing, Integration, JavaScript, Strategic Planning, Disaster Recovery, Process Improvement, Business Analysis, Visio, Vendor Management, Team Leadership, Management, Project Planning, Leadership, Customer Service, Team Building, Public Speaking
Education
Indiana University Bloomington 1979 — 1983
Mathmatics / Computer Science (CSCI)
Mishawaka High School
Remote Controls, Inc. January 2013 - Present
Queen of Peace Catholic Church 2000 - 2014
Unitech February 2001 - October 2012
RSM McGladrey March 1999 - February 2001
Skills
Software Development, Project Management, Program Management, Microsoft SQL Server, Business Intelligence, Software Project..., Security, ITIL, PMP, SQL, IT Management, Cloud Computing, Integration, JavaScript, Strategic Planning, Disaster Recovery, Process Improvement, Business Analysis, Visio, Vendor Management, Team Leadership, Management, Project Planning, Leadership, Customer Service, Team Building, Public Speaking
Education
Indiana University Bloomington 1979 — 1983
Mathmatics / Computer Science (CSCI)
Mishawaka High School
Jocelyn Merisca's RSM McGladrey Experience November 2007 - June 2008
Job
Industry Marketing and Advertising
Experience
Johnson & Johnson September 2011 - June 2013
Johnson & Johnson February 2009 - September 2011
Johnson & Johnson June 2008 - August 2008
RSM McGladrey November 2007 - June 2008
National Association of Black Accountants 2001 - 2006
BDO February 2004 - October 2005
PricewaterhouseCoopers August 2001 - February 2004
Skills
Competitive Analysis, Financial Analysis, Consumer Products, Customer Insight, Cross-functional Team..., Accounting, Forecasting, Multicultural Marketing
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
Hampton University 1997 — 2001
Bachelors
Johnson & Johnson September 2011 - June 2013
Johnson & Johnson February 2009 - September 2011
Johnson & Johnson June 2008 - August 2008
RSM McGladrey November 2007 - June 2008
National Association of Black Accountants 2001 - 2006
BDO February 2004 - October 2005
PricewaterhouseCoopers August 2001 - February 2004
Skills
Competitive Analysis, Financial Analysis, Consumer Products, Customer Insight, Cross-functional Team..., Accounting, Forecasting, Multicultural Marketing
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
Hampton University 1997 — 2001
Bachelors
Sarah Lucibello, CPA, CFE, CIA's RSM McGladrey Experience January 2003 - March 2011
Job Regulatory Financial Examiner
Industry Accounting
Experience
Lucibello Consulting Corporation March 2011 - Present
RSM McGladrey January 2003 - March 2011
Skills
Accounting, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting
Education
Indiana University Bloomington 1998 — 2002
Lucibello Consulting Corporation March 2011 - Present
RSM McGladrey January 2003 - March 2011
Skills
Accounting, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting
Education
Indiana University Bloomington 1998 — 2002
Craig Rider's RSM McGladrey Experience December 2004 - February 2007
Job Centric Consulting
Industry Management Consulting
Experience
Centric Consulting March 2007 - Present
RSM McGladrey December 2004 - February 2007
BearingPoint 1995 - 2004
Skills
Process Engineering, Change Management, Strategic Planning, Government, Re-engineering, Program Management, Management Consulting, Business Process..., Requirements Analysis, Business Process..., Business Intelligence, Business Analysis, Management, IT Strategy, Project Planning, SDLC, Enterprise Architecture, Process Improvement, Software Project..., Project Management, Project Portfolio..., PMO, IT Management, Governance, PMP, Business Transformation, Business Process
Education
Army Management Staff College 1991 — 1991
James Madison University 1974 — 1977
B.S., Political Science
Centric Consulting March 2007 - Present
RSM McGladrey December 2004 - February 2007
BearingPoint 1995 - 2004
Skills
Process Engineering, Change Management, Strategic Planning, Government, Re-engineering, Program Management, Management Consulting, Business Process..., Requirements Analysis, Business Process..., Business Intelligence, Business Analysis, Management, IT Strategy, Project Planning, SDLC, Enterprise Architecture, Process Improvement, Software Project..., Project Management, Project Portfolio..., PMO, IT Management, Governance, PMP, Business Transformation, Business Process
Education
Army Management Staff College 1991 — 1991
James Madison University 1974 — 1977
B.S., Political Science
Scott Strachan's RSM McGladrey Experience 1995 - 2002
Job Vice President, Finance & Actuarial Systems Strategy at Athene USA
Industry Insurance
Experience
Athene USA March 2014 - Present
Midwest Project Partners 2003 - February 2014
RSM McGladrey 1995 - 2002
Wells Fargo 1996 - 1998
Skills
Program Management, Project Management, Process Improvement, Business Analysis, Change Management, Strategic Planning, Team Leadership, Insurance, Requirements Gathering, Team Management, Team Building, Accounting, Integration, Problem Solving, Contract Negotiation, Financial Reporting, General Ledger, Audit, Finance System..., Feasibility Studies, ERP Implementations, Oracle ERP..., ERP Selection, Finance Transformation, Vendor Management, Offshore Resource..., Business Intelligence, Business Process..., Data Warehousing, PMO, Risk Management, SDLC
Education
Iowa State University - College of Business 1980 — 1984
Bachelor of Business Administration, Accounting
Athene USA March 2014 - Present
Midwest Project Partners 2003 - February 2014
RSM McGladrey 1995 - 2002
Wells Fargo 1996 - 1998
Skills
Program Management, Project Management, Process Improvement, Business Analysis, Change Management, Strategic Planning, Team Leadership, Insurance, Requirements Gathering, Team Management, Team Building, Accounting, Integration, Problem Solving, Contract Negotiation, Financial Reporting, General Ledger, Audit, Finance System..., Feasibility Studies, ERP Implementations, Oracle ERP..., ERP Selection, Finance Transformation, Vendor Management, Offshore Resource..., Business Intelligence, Business Process..., Data Warehousing, PMO, Risk Management, SDLC
Education
Iowa State University - College of Business 1980 — 1984
Bachelor of Business Administration, Accounting
Joel Shamon's RSM McGladrey Experience July 2010 - November 2011
Job Partner, Assurance Leader for Northeast Region, Board of Directors, McGladrey LLP
Industry Accounting
Experience
McGladrey 2010 - Present
RSM McGladrey July 2010 - November 2011
McGladrey & Pullen 2010 - 2011
Caturano and Company 2002 - July 2010
Caturano and Company 2002 - 2010
Arthur Andersen 1987 - 2002
Arthur Andersen LLP 1987 - 2002
Arthur Andersen & Company Boston Office 1987 - 1992
Skills
SEC filings, Internal Controls, Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Internal Audit, Mergers, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
University of Massachusetts, Amherst 1983 — 1987
BBA, Accounting
Bedford HIgh School
McGladrey 2010 - Present
RSM McGladrey July 2010 - November 2011
McGladrey & Pullen 2010 - 2011
Caturano and Company 2002 - July 2010
Caturano and Company 2002 - 2010
Arthur Andersen 1987 - 2002
Arthur Andersen LLP 1987 - 2002
Arthur Andersen & Company Boston Office 1987 - 1992
Skills
SEC filings, Internal Controls, Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Internal Audit, Mergers, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
University of Massachusetts, Amherst 1983 — 1987
BBA, Accounting
Bedford HIgh School
Stacey Budzar's RSM McGladrey Experience January 2009 - April 2009
Job Recent MSA Graduate
Industry Accounting
Experience
RSM McGladrey January 2009 - April 2009
Neece & Malec July 2006 - August 2008
Education
Kent State University - Graduate School of Management 2007 — 2009
Masters, Accounting (Tax)
Kent State University 2002 — 2006
Bachelors, Accounting
RSM McGladrey January 2009 - April 2009
Neece & Malec July 2006 - August 2008
Education
Kent State University - Graduate School of Management 2007 — 2009
Masters, Accounting (Tax)
Kent State University 2002 — 2006
Bachelors, Accounting
Karon Drewniak's RSM McGladrey Experience 2003 - 2006
Job Associate Director at AT&T, MBA
Industry Telecommunications
Experience
AT&T May 2011 - Present
Junior League of Atlanta May 2008 - Present
Junior League of Atlanta September 1999 - Present
AT&T October 2006 - May 2011
Junior League of Atlanta May 2006 - May 2008
RSMES 2003 - 2006
RSM McGladrey Employer Services 2003 - 2006
RSM McGladrey 2003 - 2006
The Home Depot September 1993 - January 2000
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
EMBA
University of Georgia - Terry College of Business 1988 — 1993
AT&T May 2011 - Present
Junior League of Atlanta May 2008 - Present
Junior League of Atlanta September 1999 - Present
AT&T October 2006 - May 2011
Junior League of Atlanta May 2006 - May 2008
RSMES 2003 - 2006
RSM McGladrey Employer Services 2003 - 2006
RSM McGladrey 2003 - 2006
The Home Depot September 1993 - January 2000
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
EMBA
University of Georgia - Terry College of Business 1988 — 1993
Zeynep Rena Somersan's RSM McGladrey Experience January 2008 - August 2011
Job Principal, Compensation Consulting Services at Verisight, Inc
Industry Human Resources
Experience
Verisight, Inc August 2011 - Present
MM SHRM 2008 - Present
CFO Alliance, Inc. 2011 - 2012
RSM McGladrey January 2008 - August 2011
Ima Consulting January 2000 - October 2007
Koc International Trade Group October 1997 - January 2000
Jet Program -- Japanese Ministry of Education August 1991 - September 1994
Skills
Compensation, Performance Management, Executive Compensation, Compensation Plans, Compensation Planning, Compensation..., HR Strategy, HR Consulting, Management Consulting, Leadership Development, Practice Management, Deferred Compensation, Employee Benefits, Training, Compensation & Benefit, Personnel Management, Executive Pay, Job Evaluation, Recruiting, Leadership, Executive Coaching, Human Resources, Strategy, Management
Education
1998 — 1999
MBA, Business Administration
University of Wisconsin-Madison 1986 — 1990
Bachelor of Science (B.S.), Economics
Verisight, Inc August 2011 - Present
MM SHRM 2008 - Present
CFO Alliance, Inc. 2011 - 2012
RSM McGladrey January 2008 - August 2011
Ima Consulting January 2000 - October 2007
Koc International Trade Group October 1997 - January 2000
Jet Program -- Japanese Ministry of Education August 1991 - September 1994
Skills
Compensation, Performance Management, Executive Compensation, Compensation Plans, Compensation Planning, Compensation..., HR Strategy, HR Consulting, Management Consulting, Leadership Development, Practice Management, Deferred Compensation, Employee Benefits, Training, Compensation & Benefit, Personnel Management, Executive Pay, Job Evaluation, Recruiting, Leadership, Executive Coaching, Human Resources, Strategy, Management
Education
1998 — 1999
MBA, Business Administration
University of Wisconsin-Madison 1986 — 1990
Bachelor of Science (B.S.), Economics
Kathy (Bauman) Simon's RSM McGladrey Experience July 2007 - March 2009
Job Human Resources Officer at MidWestOne Bank
Industry Human Resources
Experience
MidWestOne Bank May 2009 - Present
RSM McGladrey July 2007 - March 2009
Target Corporation June 2004 - May 2007
Results Marketing January 2003 - June 2004
Skills
Onboarding, Talent Acquisition, Employee Relations, Succession Planning, Leadership, Talent Management, Executive Search, Human Resources, HRIS
Education
Iowa State University 1999 — 2003
Bachelor of Arts, Advertising and Spanish
MidWestOne Bank May 2009 - Present
RSM McGladrey July 2007 - March 2009
Target Corporation June 2004 - May 2007
Results Marketing January 2003 - June 2004
Skills
Onboarding, Talent Acquisition, Employee Relations, Succession Planning, Leadership, Talent Management, Executive Search, Human Resources, HRIS
Education
Iowa State University 1999 — 2003
Bachelor of Arts, Advertising and Spanish
Diana Cooper's RSM McGladrey Experience June 2007 - August 2007
Job Special Projects & Sales Operations and Automation Manager at Arecont Vision®
Industry Security and Investigations
Experience
Arecont Vision® October 2014 - Present
William & Mary Law School August 2013 - April 2014
Lewis B. Puller Jr. Veterans Benefits Clinic May 2011 - May 2013
Penn State University September 2008 - May 2010
Ernst & Young June 2008 - August 2008
RSM McGladrey June 2007 - August 2007
Hampton University June 2005 - May 2007
Prudential Financial May 2006 - August 2006
Skills
Research, Teaching, Public Speaking, Project Management, Management, Legal Research, Legal Writing, Data Analysis, Leadership, Community Outreach, Fundraising, Editing, Nonprofits, Event Planning, Organizational..., Analysis, Marketing Strategy, Program Management
Education
The College of William and Mary - Marshall Wythe Law School 2010 — 2013
Juris Doctor (J.D.)
Penn State University 2008 — 2010
Master of Business Administration (M.B.A.), Marketing and Strategic Leadership
Hampton University 2004 — 2008
Bachelor of Science (BS), Business Administration (Accounting focused)
Arecont Vision® October 2014 - Present
William & Mary Law School August 2013 - April 2014
Lewis B. Puller Jr. Veterans Benefits Clinic May 2011 - May 2013
Penn State University September 2008 - May 2010
Ernst & Young June 2008 - August 2008
RSM McGladrey June 2007 - August 2007
Hampton University June 2005 - May 2007
Prudential Financial May 2006 - August 2006
Skills
Research, Teaching, Public Speaking, Project Management, Management, Legal Research, Legal Writing, Data Analysis, Leadership, Community Outreach, Fundraising, Editing, Nonprofits, Event Planning, Organizational..., Analysis, Marketing Strategy, Program Management
Education
The College of William and Mary - Marshall Wythe Law School 2010 — 2013
Juris Doctor (J.D.)
Penn State University 2008 — 2010
Master of Business Administration (M.B.A.), Marketing and Strategic Leadership
Hampton University 2004 — 2008
Bachelor of Science (BS), Business Administration (Accounting focused)
Norm Hoffman's RSM McGladrey Experience 2005 - 2008
Job Owner/operator at Tree Guitarworks
Industry Human Resources
Experience
Tree Guitarworks February 2014 - Present
Your Own HR Pro March 2009 - December 2010
RSM McGladrey 2005 - 2008
Praxair 1989 - 2002
Skills
Employee Benefits, Human Resources, Training, Leadership Development, Risk Management, Talent Acquisition, Recruiting, Job Descriptions, Organizational..., Management Consulting, Deferred Compensation, Coaching, Executive Search, Employee Relations, College Recruiting, Applicant Tracking..., New Business Development, Talent Management, Technical Recruiting, Strategic Planning, Sourcing, HR Consulting, Team Building
Education
Iowa State University 1985 — 1988
MS, Industrial Psychology
Sheyenne River Academy 1970 — 1973
HS
Tree Guitarworks February 2014 - Present
Your Own HR Pro March 2009 - December 2010
RSM McGladrey 2005 - 2008
Praxair 1989 - 2002
Skills
Employee Benefits, Human Resources, Training, Leadership Development, Risk Management, Talent Acquisition, Recruiting, Job Descriptions, Organizational..., Management Consulting, Deferred Compensation, Coaching, Executive Search, Employee Relations, College Recruiting, Applicant Tracking..., New Business Development, Talent Management, Technical Recruiting, Strategic Planning, Sourcing, HR Consulting, Team Building
Education
Iowa State University 1985 — 1988
MS, Industrial Psychology
Sheyenne River Academy 1970 — 1973
HS
Keaton Durham, CIA, CFE's RSM McGladrey Experience 2006 - 2006
Job Data Analyst
Industry Education Management
Experience
North Chicago Community High School August 2012 - Present
North Chicago Community High School October 2011 - July 2012
Baker Tilly September 2006 - March 2010
RSM McGladrey 2006 - 2006
Protiviti May 2002 - 2006
Arthur Andersen October 2000 - May 2002
Education
Roosevelt University 2010 — 2012
Master of Arts (M.A.), Secondary Education - Business
Indiana University - Kelley School of Business 1996 — 2000
Bachelor of Science (BS), Business - Legal Studies
North Chicago Community High School August 2012 - Present
North Chicago Community High School October 2011 - July 2012
Baker Tilly September 2006 - March 2010
RSM McGladrey 2006 - 2006
Protiviti May 2002 - 2006
Arthur Andersen October 2000 - May 2002
Education
Roosevelt University 2010 — 2012
Master of Arts (M.A.), Secondary Education - Business
Indiana University - Kelley School of Business 1996 — 2000
Bachelor of Science (BS), Business - Legal Studies
Gia Holman, CPA's RSM McGladrey Experience September 1999 - April 2003
Job Accounting Supervisor
Industry Warehousing
Experience
Americold Logistics January 2007 - Present
S1 Corporation January 2005 - December 2006
AT&T September 2003 - December 2004
RSM McGladrey September 1999 - April 2003
Education
Keller Graduate School 2004 — 2006
Master of Accounting and Financial Mgmt, Accounting
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Accounting
Americold Logistics January 2007 - Present
S1 Corporation January 2005 - December 2006
AT&T September 2003 - December 2004
RSM McGladrey September 1999 - April 2003
Education
Keller Graduate School 2004 — 2006
Master of Accounting and Financial Mgmt, Accounting
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Accounting
Sirlena Thomas's RSM McGladrey Experience Senior Department AdministratorAmerican Express Tax & Business Services1990 - Present
Job Senior Department Administrator at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey Senior Department AdministratorAmerican Express Tax & Business Services1990 - Present
McGladrey & Pullen 1990 - Present
Education
Illinois State University 1986 — 1988
RSM McGladrey Senior Department AdministratorAmerican Express Tax & Business Services1990 - Present
McGladrey & Pullen 1990 - Present
Education
Illinois State University 1986 — 1988
Marilee Fraser's RSM McGladrey Experience October 2004 - November 2007
Job VP of Accounting and Systems, PermaPipe, Inc.
Industry Accounting
Experience
Perma Pipe Inc., division of MFRI 2009 - Present
Perma-Pipe, Inc. 2009 - 2010
RSM McGladrey October 2004 - November 2007
American Express Tax and Business Services 2004 - 2005
JPMorgan Chase February 2000 - August 2004
JP Morgan Chase 2000 - 2004
ACCO Brands 1996 - 1999
Fortune Brands 1994 - 1996
Hybritech Incorporated 1990 - 1993
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Risk Management, Financial Reporting, Sarbanes-Oxley, Business Process..., Forecasting, Business Planning, Management Consulting, Auditing, Accounting, Financial Risk, Finance, US GAAP, Managerial Finance, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Perma Pipe Inc., division of MFRI 2009 - Present
Perma-Pipe, Inc. 2009 - 2010
RSM McGladrey October 2004 - November 2007
American Express Tax and Business Services 2004 - 2005
JPMorgan Chase February 2000 - August 2004
JP Morgan Chase 2000 - 2004
ACCO Brands 1996 - 1999
Fortune Brands 1994 - 1996
Hybritech Incorporated 1990 - 1993
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Risk Management, Financial Reporting, Sarbanes-Oxley, Business Process..., Forecasting, Business Planning, Management Consulting, Auditing, Accounting, Financial Risk, Finance, US GAAP, Managerial Finance, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Jeffrey Buzzell's RSM McGladrey Experience June 2000 - April 2004
Job Technology Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo January 2011 - July 2013
CyBuzz Enterprises, LLC June 2007 - April 2013
Wells Fargo July 2009 - January 2011
Wells Fargo October 2004 - July 2009
Direct Communications, Inc (DCi) April 2004 - September 2004
RSM McGladrey June 2000 - April 2004
Aura Consulting, Inc October 1999 - June 2000
Greenbrier & Russel August 1998 - October 1999
Carlson Companies May 1997 - August 1998
Skills
C#, SQL, .NET, SSIS, SQL Server, Business Analysis, Windows, ASP.NET, Team Leadership, Microsoft SQL Server, Telecommuting, Software Development, SDLC, Visio, T-SQL, Database Design
Education
Iowa State University 1992 — 1997
Bachelor of Science (B.S.), Management Information Systems
North Scott Senior High 1988 — 1992
Wells Fargo July 2013 - Present
Wells Fargo January 2011 - July 2013
CyBuzz Enterprises, LLC June 2007 - April 2013
Wells Fargo July 2009 - January 2011
Wells Fargo October 2004 - July 2009
Direct Communications, Inc (DCi) April 2004 - September 2004
RSM McGladrey June 2000 - April 2004
Aura Consulting, Inc October 1999 - June 2000
Greenbrier & Russel August 1998 - October 1999
Carlson Companies May 1997 - August 1998
Skills
C#, SQL, .NET, SSIS, SQL Server, Business Analysis, Windows, ASP.NET, Team Leadership, Microsoft SQL Server, Telecommuting, Software Development, SDLC, Visio, T-SQL, Database Design
Education
Iowa State University 1992 — 1997
Bachelor of Science (B.S.), Management Information Systems
North Scott Senior High 1988 — 1992
Pat Gillespie's RSM McGladrey Experience 2005 - December 2011
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2007 - Present
RSM McGladrey 2005 - December 2011
Goldstein Golub Kessler LLP 1998 - 2007
American Express Tax & Business Svcs 1998 - 2005
Skills
Accounting, Auditing, Tax, SEC filings, CPA, Financial Reporting, GAAP, Corporate Tax, Private Equity, Financial Analysis, Internal Controls, US GAAP, Tax Accounting, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, Due Diligence, Partnership Taxation, Tax Research
Education
Hofstra University 1992 — 1994
Bachelor of Business Administration (BBA), Accounting
McGladrey October 2007 - Present
RSM McGladrey 2005 - December 2011
Goldstein Golub Kessler LLP 1998 - 2007
American Express Tax & Business Svcs 1998 - 2005
Skills
Accounting, Auditing, Tax, SEC filings, CPA, Financial Reporting, GAAP, Corporate Tax, Private Equity, Financial Analysis, Internal Controls, US GAAP, Tax Accounting, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, Due Diligence, Partnership Taxation, Tax Research
Education
Hofstra University 1992 — 1994
Bachelor of Business Administration (BBA), Accounting
James Heagney's RSM McGladrey Experience 1987 - 1991
Job Founder & CFO, BeyondIP, LLC
Industry Internet
Experience
Beyond-IP, LLC April 2004 - Present
InXpo, LLC March 2006 - October 2008
Firefly Mobile 2003 - 2006
ABS Solutions, Inc. April 1993 - November 1999
RSM McGladrey 1987 - 1991
Skills
Start-ups, Due Diligence, Venture Financing, Mergers, SaaS, New Business Development, Financial Modeling, Management, Project Management, Lead Generation, Product Marketing, Customer Service, Executive Management, Networking, Marketing Strategy, Business Strategy, Cloud Computing, Strategic Planning, Solution Selling, Mergers & Acquisitions, Sales Management, Strategy, Leadership
Education
Illinois State University 1985 — 1988
B.S., Accounting, CPA
Beyond-IP, LLC April 2004 - Present
InXpo, LLC March 2006 - October 2008
Firefly Mobile 2003 - 2006
ABS Solutions, Inc. April 1993 - November 1999
RSM McGladrey 1987 - 1991
Skills
Start-ups, Due Diligence, Venture Financing, Mergers, SaaS, New Business Development, Financial Modeling, Management, Project Management, Lead Generation, Product Marketing, Customer Service, Executive Management, Networking, Marketing Strategy, Business Strategy, Cloud Computing, Strategic Planning, Solution Selling, Mergers & Acquisitions, Sales Management, Strategy, Leadership
Education
Illinois State University 1985 — 1988
B.S., Accounting, CPA
Michael Aquino's RSM McGladrey Experience 2000 - 2005
Job Lead Managing Director at CBIZ
Industry Accounting
Experience
CBIZ May 2007 - Present
Protiviti 2005 - 2007
RSM McGladrey 2000 - 2005
BDO Seidman LLP 1990 - 2000
Skills
Due Diligence, Mergers, Risk Management
Education
La Salle University
CBIZ May 2007 - Present
Protiviti 2005 - 2007
RSM McGladrey 2000 - 2005
BDO Seidman LLP 1990 - 2000
Skills
Due Diligence, Mergers, Risk Management
Education
La Salle University
Tom Ziemba, Ph.D.'s RSM McGladrey Experience January 2001 - December 2010
Job Senior Director at BDO USA, LLP
Industry Management Consulting
Experience
BDO USA, LLP January 2011 - Present
RSM McGladrey January 2001 - December 2010
Mercer Human Resource Consulting December 1998 - January 2001
KPMG Advisory January 1989 - January 1998
Harris Bank January 1979 - December 1989
New Medico Rehabilitation Center 1988 - 1989
Illinois Psychiatric Institute 1976 - 1979
Campbell Soup Company 1972 - 1975
Skills
Strategy, Executive Pay, Organizational Design, Talent Management, Organizational..., Succession Planning, Organizational..., Program Management, Performance Management, Business Strategy, Change Management, Human Capital, Human Resources, Business Process..., Executive Management, Mergers & Acquisitions, Governance, Leadership, Management, Employee Benefits, Process Improvement, Risk Management, Consulting, Executive Coaching, Leadership Development, Employee Engagement, Workforce Planning, Culture Change, Acquisition Integration, Personnel Management, Strategic Planning
Education
Illinois Institute of Technology
Doctorate, Industrial/Organizational Psychology
Loyola University of Chicago
Masters, Industrial Relations
Loyola University of Chicago
BS Degree, Psychology
BDO USA, LLP January 2011 - Present
RSM McGladrey January 2001 - December 2010
Mercer Human Resource Consulting December 1998 - January 2001
KPMG Advisory January 1989 - January 1998
Harris Bank January 1979 - December 1989
New Medico Rehabilitation Center 1988 - 1989
Illinois Psychiatric Institute 1976 - 1979
Campbell Soup Company 1972 - 1975
Skills
Strategy, Executive Pay, Organizational Design, Talent Management, Organizational..., Succession Planning, Organizational..., Program Management, Performance Management, Business Strategy, Change Management, Human Capital, Human Resources, Business Process..., Executive Management, Mergers & Acquisitions, Governance, Leadership, Management, Employee Benefits, Process Improvement, Risk Management, Consulting, Executive Coaching, Leadership Development, Employee Engagement, Workforce Planning, Culture Change, Acquisition Integration, Personnel Management, Strategic Planning
Education
Illinois Institute of Technology
Doctorate, Industrial/Organizational Psychology
Loyola University of Chicago
Masters, Industrial Relations
Loyola University of Chicago
BS Degree, Psychology
Erin Helgren's RSM McGladrey Experience November 2006 - August 2008
Job Team Leader at US Army
Industry Information Technology and Services
Experience
US Army April 2012 - Present
H&R Block January 2012 - March 2012
McGladrey December 2010 - January 2012
Coach House Gifts August 2010 - November 2010
US Army May 2009 - May 2010
RSM McGladrey November 2006 - August 2008
Citi Home Equity May 2005 - October 2006
Kingland Systems Corporation 2004 - 2005
Skills
Microsoft Office, Customer Service, Compliance, Risk Management, Process Improvement, Analysis, Access, Banking, Auditing, Team Building, Change Management, Management, Security, Program Management
Education
Metropolitan State University of Denver 2013 — 2016
Bachelor of Applied Science (B.A.Sc.), Aeronautics/Aviation/Aerospace Science and Technology, General
Iowa State University 2001 — 2005
Bachelor of Arts, Communication Studies
Iowa State University - College of Business 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
US Army April 2012 - Present
H&R Block January 2012 - March 2012
McGladrey December 2010 - January 2012
Coach House Gifts August 2010 - November 2010
US Army May 2009 - May 2010
RSM McGladrey November 2006 - August 2008
Citi Home Equity May 2005 - October 2006
Kingland Systems Corporation 2004 - 2005
Skills
Microsoft Office, Customer Service, Compliance, Risk Management, Process Improvement, Analysis, Access, Banking, Auditing, Team Building, Change Management, Management, Security, Program Management
Education
Metropolitan State University of Denver 2013 — 2016
Bachelor of Applied Science (B.A.Sc.), Aeronautics/Aviation/Aerospace Science and Technology, General
Iowa State University 2001 — 2005
Bachelor of Arts, Communication Studies
Iowa State University - College of Business 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Dawn Uribe's RSM McGladrey Experience April 1996 - August 1999
Job Owner, Mis Amigos Preschool
Industry Primary/Secondary Education
Experience
Mis Amigos Spanish Immersion August 2005 - Present
RSM McGladrey April 1996 - August 1999
West Publishing July 1994 - April 1996
Price Waterhouse April 1992 - July 1994
Skills
Teaching, Staff Development, Curriculum Design, Event Planning, Social Media, Early Childhood..., Educational Leadership, Educational Technology
Education
Indiana University-Northwest 1988 — 1992
Bachelor of Science (BS), Computer Software Engineering
Indiana University-Northwest 1988 — 1992
Bachelor of Science (BS), Accounting
Mis Amigos Spanish Immersion August 2005 - Present
RSM McGladrey April 1996 - August 1999
West Publishing July 1994 - April 1996
Price Waterhouse April 1992 - July 1994
Skills
Teaching, Staff Development, Curriculum Design, Event Planning, Social Media, Early Childhood..., Educational Leadership, Educational Technology
Education
Indiana University-Northwest 1988 — 1992
Bachelor of Science (BS), Computer Software Engineering
Indiana University-Northwest 1988 — 1992
Bachelor of Science (BS), Accounting
Bill Buhmann's RSM McGladrey Experience January 2000 - Present
Job Managing Director at RSM McGladrey
Industry Financial Services
Experience
RSM McGladrey January 2000 - Present
Price Waterhouse Coopers January 1996 - January 2000
Education
Illinois State University 1971 — 1976
BS, Accounting and Information Technology
RSM McGladrey January 2000 - Present
Price Waterhouse Coopers January 1996 - January 2000
Education
Illinois State University 1971 — 1976
BS, Accounting and Information Technology
Don Dwight's RSM McGladrey Experience 2003 - 2005
Job Tax Director at Ernst & Young
Industry Accounting
Experience
Ernst & Young 2007 - Present
Jefferson Wells 2005 - 2007
RSM McGladrey 2003 - 2005
PricewaterhouseCoopers 1996 - 2003
Arthur Andersen & Co. 1984 - 1996
Skills
Tax Consulting, Tax Provision & SEC..., Tax Advisory, US GAAP, Tax, SEC filings, FIN 48, Big 4, FAS109, Accounting, International Tax, General Ledger, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Corporate Tax, Mergers & Acquisitions, Tax Preparation, Internal Audit, CPA, Internal Controls, US Tax, Start-ups, FAS 5, Financial Analysis, Auditing, Cash Flow, Tax Research, Due Diligence, State Tax, Tax Accounting
Education
Michigan State University - The Eli Broad Graduate School of Management 1982 — 1984
MBA, PPA - Taxation
Kalamazoo College 1978 — 1982
BA, Pre-Med & Economics
Ernst & Young 2007 - Present
Jefferson Wells 2005 - 2007
RSM McGladrey 2003 - 2005
PricewaterhouseCoopers 1996 - 2003
Arthur Andersen & Co. 1984 - 1996
Skills
Tax Consulting, Tax Provision & SEC..., Tax Advisory, US GAAP, Tax, SEC filings, FIN 48, Big 4, FAS109, Accounting, International Tax, General Ledger, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Corporate Tax, Mergers & Acquisitions, Tax Preparation, Internal Audit, CPA, Internal Controls, US Tax, Start-ups, FAS 5, Financial Analysis, Auditing, Cash Flow, Tax Research, Due Diligence, State Tax, Tax Accounting
Education
Michigan State University - The Eli Broad Graduate School of Management 1982 — 1984
MBA, PPA - Taxation
Kalamazoo College 1978 — 1982
BA, Pre-Med & Economics
Robert Amarante, CPA's RSM McGladrey Experience January 2006 - July 2007
Job Tax Content Developent Manager at AICPA
Industry Accounting
Experience
AICPA April 2013 - Present
Robert Amarante, CPA January 1985 - Present
NES Healthcare Group, Inc 2008 - March 2013
RSM McGladrey January 2006 - July 2007
Smith Mandel & Associates LLP January 2004 - June 2005
Ernst & Young January 1997 - January 2003
Laventhol & Horwath 1988 - 1989
Skills
Tax, Tax Compliance, Accounting, Income Tax, Tax Returns, Tax Preparation, Quickbooks, S Corporations, Tax Services, Federal Tax, Corporate Tax, Tax Research, Tax Accounting, Tax Audits, Bookkeeping, Compliance, Preparation, CPA, Fixed Assets, State Tax, Lacerte, ProSystem fx Tax, Depreciation, QuickBooks, Partnership Taxation, Journal Entries, IRS, Tax Advisory, US Tax, US GAAP, Tax Law
Education
Hofstra University 1980 — 1982
BBA, Accounting
AICPA April 2013 - Present
Robert Amarante, CPA January 1985 - Present
NES Healthcare Group, Inc 2008 - March 2013
RSM McGladrey January 2006 - July 2007
Smith Mandel & Associates LLP January 2004 - June 2005
Ernst & Young January 1997 - January 2003
Laventhol & Horwath 1988 - 1989
Skills
Tax, Tax Compliance, Accounting, Income Tax, Tax Returns, Tax Preparation, Quickbooks, S Corporations, Tax Services, Federal Tax, Corporate Tax, Tax Research, Tax Accounting, Tax Audits, Bookkeeping, Compliance, Preparation, CPA, Fixed Assets, State Tax, Lacerte, ProSystem fx Tax, Depreciation, QuickBooks, Partnership Taxation, Journal Entries, IRS, Tax Advisory, US Tax, US GAAP, Tax Law
Education
Hofstra University 1980 — 1982
BBA, Accounting
Jessica Lasko's RSM McGladrey Experience July 2005 - February 2006
Job VP Marketing Digital, Direct & Brand at Capital Bank
Industry Financial Services
Experience
Capital Bank May 2013 - Present
E*TRADE Corporate Services March 2008 - January 2013
E*TRADE Financial February 2006 - March 2008
RSM McGladrey July 2005 - February 2006
Capital One July 1998 - July 2005
Education
Ivey Business School at Western University 1996 — 1998
HBA, Honors Business Administration
Western University 1993 — 1996
BA, Major in Finance & Economics
Capital Bank May 2013 - Present
E*TRADE Corporate Services March 2008 - January 2013
E*TRADE Financial February 2006 - March 2008
RSM McGladrey July 2005 - February 2006
Capital One July 1998 - July 2005
Education
Ivey Business School at Western University 1996 — 1998
HBA, Honors Business Administration
Western University 1993 — 1996
BA, Major in Finance & Economics
Emer McNamara, CPA, MTax's RSM McGladrey Experience August 1993 - November 2005
Job Tax Manager at Martinet, Martinet & Recchia
Industry Accounting
Experience
Martinet Recchia November 2005 - Present
RSM McGladrey August 1993 - November 2005
Deloitte January 1988 - August 1993
Skills
Partnership Taxation, Tax Research, Tax, Tax Advisory, CPA, Corporate Tax, Tax Accounting, Tax Preparation, Income Tax, Tax Returns, Accounting
Education
Kent State University 1980 — 1983
Bachelor of Business Administration, Accounting, Marketing
The University of Akron
Master of Taxation
Martinet Recchia November 2005 - Present
RSM McGladrey August 1993 - November 2005
Deloitte January 1988 - August 1993
Skills
Partnership Taxation, Tax Research, Tax, Tax Advisory, CPA, Corporate Tax, Tax Accounting, Tax Preparation, Income Tax, Tax Returns, Accounting
Education
Kent State University 1980 — 1983
Bachelor of Business Administration, Accounting, Marketing
The University of Akron
Master of Taxation
Rachel Scheve's RSM McGladrey Experience June 2004 - Present
Job Tax Manager at McGladrey, LLP
Industry Accounting
Experience
RSM McGladrey June 2004 - Present
Skills
Tax Preparation, CPA, Tax, Tax Accounting, IRS, Accounting, Corporate Tax, Tax Research, Income Tax, US GAAP, Partnership Taxation, GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Auditing
Education
Iowa State University 2002 — 2003
Masters, Accounting
Loras College 1998 — 2002
RSM McGladrey June 2004 - Present
Skills
Tax Preparation, CPA, Tax, Tax Accounting, IRS, Accounting, Corporate Tax, Tax Research, Income Tax, US GAAP, Partnership Taxation, GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Auditing
Education
Iowa State University 2002 — 2003
Masters, Accounting
Loras College 1998 — 2002
Terry W. White's RSM McGladrey Experience 1999 - 2004
Job Director of Risk Management at American State Bancshares, Inc.
Industry Banking
Experience
American State Bancshares, Inc. October 2012 - Present
Terry W. White, CPA, LLC September 2011 - September 2012
First Olathe Bancshares, Inc. 2004 - August 2011
RSM McGladrey 1999 - 2004
GRA, Thompson, White & Co. 1983 - 1999
Touche Ross & Co. 1974 - 1983
Skills
CPA, Auditing, Internal Audit, Sarbanes-Oxley, Financial Analysis, Accounting, Financial Reporting, Internal Controls, Risk Management, Banking, Risk Assessment, Budgets, Finance, Cash Management, Valuation, Treasury Management, Financial Risk, Credit
Education
Kansas State University 1970 — 1974
Bachelor of Science, Accounting
American State Bancshares, Inc. October 2012 - Present
Terry W. White, CPA, LLC September 2011 - September 2012
First Olathe Bancshares, Inc. 2004 - August 2011
RSM McGladrey 1999 - 2004
GRA, Thompson, White & Co. 1983 - 1999
Touche Ross & Co. 1974 - 1983
Skills
CPA, Auditing, Internal Audit, Sarbanes-Oxley, Financial Analysis, Accounting, Financial Reporting, Internal Controls, Risk Management, Banking, Risk Assessment, Budgets, Finance, Cash Management, Valuation, Treasury Management, Financial Risk, Credit
Education
Kansas State University 1970 — 1974
Bachelor of Science, Accounting
Sam Erdman, CFP®, Qualified Kingdom Advisor™'s RSM McGladrey Experience July 2004 - July 2005
Job Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 2006 - Present
Snyder Home Services July 2005 - February 2006
RSM McGladrey July 2004 - July 2005
Education
James Madison University 2000 — 2004
B.B.A., Accounting
The American College
Certificate, Financial Planning
Dulaney High School
Ronald Blue & Co. February 2006 - Present
Snyder Home Services July 2005 - February 2006
RSM McGladrey July 2004 - July 2005
Education
James Madison University 2000 — 2004
B.B.A., Accounting
The American College
Certificate, Financial Planning
Dulaney High School
Alan Spigelman's RSM McGladrey Experience 2005 - November 2011
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey 2005 - Present
RSM McGladrey 2005 - November 2011
American Express Tax & Business Services, Inc 1999 - 2006
Skills
Estate Planning, Tax Compliance
Education
Washington University in St. Louis School of Law 1980 — 1983
JD, Law
Indiana University - Kelley School of Business 1976 — 1980
BS, Accounting
Indiana University Bloomington 1976 — 1980
BS, Accounting
McGladrey 2005 - Present
RSM McGladrey 2005 - November 2011
American Express Tax & Business Services, Inc 1999 - 2006
Skills
Estate Planning, Tax Compliance
Education
Washington University in St. Louis School of Law 1980 — 1983
JD, Law
Indiana University - Kelley School of Business 1976 — 1980
BS, Accounting
Indiana University Bloomington 1976 — 1980
BS, Accounting
Joshua Kettler's RSM McGladrey Experience September 2008 - March 2012
Job Risk Advisory Services Principal and regional internal audit/SOX leader.
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey January 2012 - Present
RSM McGladrey September 2008 - March 2012
RSM McGladrey June 2004 - September 2008
KPMG 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Financial Institutions, Transportation, Ethanol, Retail, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Accounting, Sarbanes-Oxley, Internal Controls, Internal Audit, Financial Reporting, Risk Assessment, External Audit, Financial Analysis, SEC filings, Financial Risk, Risk Management, GAAP, Financial Accounting, Assurance, Due Diligence, Corporate Governance, US GAAP, Quality Auditing, Fraud, Operational Risk..., COSO, Process Improvement, Banking, General Ledger, Governance, Business Process..., Managerial Finance, Big 4, Corporate Finance, Management Consulting, AML, Revenue Recognition, Financial Audits, Financial Statements, Forensic Accounting, SOX 404, Operational Risk, Cost Accounting, Account Reconciliation, Cash Management, SAS70
Education
University of Kansas 1997 — 2000
BS, Accounting
Johnson County Community College 1995 — 1997
McGladrey October 2013 - Present
McGladrey January 2012 - Present
RSM McGladrey September 2008 - March 2012
RSM McGladrey June 2004 - September 2008
KPMG 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Financial Institutions, Transportation, Ethanol, Retail, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Accounting, Sarbanes-Oxley, Internal Controls, Internal Audit, Financial Reporting, Risk Assessment, External Audit, Financial Analysis, SEC filings, Financial Risk, Risk Management, GAAP, Financial Accounting, Assurance, Due Diligence, Corporate Governance, US GAAP, Quality Auditing, Fraud, Operational Risk..., COSO, Process Improvement, Banking, General Ledger, Governance, Business Process..., Managerial Finance, Big 4, Corporate Finance, Management Consulting, AML, Revenue Recognition, Financial Audits, Financial Statements, Forensic Accounting, SOX 404, Operational Risk, Cost Accounting, Account Reconciliation, Cash Management, SAS70
Education
University of Kansas 1997 — 2000
BS, Accounting
Johnson County Community College 1995 — 1997
Eric Kibiger's RSM McGladrey Experience February 2002 - January 2006
Job Senior Auditor at Long & Associates, LLC
Industry Accounting
Experience
Long & Associates, LLC June 2011 - Present
Superior Bank May 2011 - June 2011
Insight Card Services February 2011 - April 2011
Superior Bank November 2010 - February 2011
Huron Consulting Group August 2010 - November 2010
Thompson, Cobb, Bazilio & Associates, PC May 2010 - August 2010
Ineos Nova January 2010 - March 2010
Moore Stephens Lovelace, P.A. June 2006 - April 2009
RSM McGladrey February 2002 - January 2006
Skills
Pensions, Internal Controls, Banking, Internal Audit, Bookkeeping, Auditing, Accounting, Sarbanes-Oxley, Employee Benefits, CPA, Strategic Financial...
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Security Management / Fraud
Keller Graduate School of Management of DeVry University 2005 — 2010
MAFM, Accounting and Finance Management
Indiana University-Northwest 1986 — 1994
Bachelor of Science, Accounting
CFE Self-Study Program
CPA Self-Study Program
Long & Associates, LLC June 2011 - Present
Superior Bank May 2011 - June 2011
Insight Card Services February 2011 - April 2011
Superior Bank November 2010 - February 2011
Huron Consulting Group August 2010 - November 2010
Thompson, Cobb, Bazilio & Associates, PC May 2010 - August 2010
Ineos Nova January 2010 - March 2010
Moore Stephens Lovelace, P.A. June 2006 - April 2009
RSM McGladrey February 2002 - January 2006
Skills
Pensions, Internal Controls, Banking, Internal Audit, Bookkeeping, Auditing, Accounting, Sarbanes-Oxley, Employee Benefits, CPA, Strategic Financial...
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Security Management / Fraud
Keller Graduate School of Management of DeVry University 2005 — 2010
MAFM, Accounting and Finance Management
Indiana University-Northwest 1986 — 1994
Bachelor of Science, Accounting
CFE Self-Study Program
CPA Self-Study Program
Lynne Mosiman's RSM McGladrey Experience March 2006 - October 2008
Job Consultant Specializing in Dynamics GP and Cinch at EMarkets
Industry Information Technology and Services
Experience
E-Markets July 2012 - Present
XRM Services July 2009 - July 2012
The Knight Group, LLC July 2009 - July 2012
Quadis Technologies, Inc. October 2008 - July 2009
RSM McGladrey March 2006 - October 2008
ePartners April 2004 - March 2006
Business Microvar 1997 - 2004
Great Lakes Aviation December 1994 - November 1996
Skills
Microsoft CRM, Great Plains Software, Microsoft Dynamics, CRM, Financials, ERP, Business Process, SSRS, Crystal Reports, Software Implementation, Professional Services, Microsoft SQL Server, Business Analysis, Consulting, Requirements Analysis, Integration, IT Strategy, Software Project..., Data Migration, SharePoint
Education
Iowa State University 1984 — 1989
E-Markets July 2012 - Present
XRM Services July 2009 - July 2012
The Knight Group, LLC July 2009 - July 2012
Quadis Technologies, Inc. October 2008 - July 2009
RSM McGladrey March 2006 - October 2008
ePartners April 2004 - March 2006
Business Microvar 1997 - 2004
Great Lakes Aviation December 1994 - November 1996
Skills
Microsoft CRM, Great Plains Software, Microsoft Dynamics, CRM, Financials, ERP, Business Process, SSRS, Crystal Reports, Software Implementation, Professional Services, Microsoft SQL Server, Business Analysis, Consulting, Requirements Analysis, Integration, IT Strategy, Software Project..., Data Migration, SharePoint
Education
Iowa State University 1984 — 1989
Joe Hagen's RSM McGladrey Experience August 2005 - November 2011
Job New Business Integration / M&A Consultant at Target
Industry Retail
Experience
Target August 2014 - Present
Target November 2011 - August 2014
RSM McGladrey August 2005 - November 2011
McLeodUSA/PrairieWave Communications June 1999 - June 2003
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA, Business
Lake Forest College 1995 — 1999
BA, English
University of Oxford 1998 — 1998
BA, Literature and History
Target August 2014 - Present
Target November 2011 - August 2014
RSM McGladrey August 2005 - November 2011
McLeodUSA/PrairieWave Communications June 1999 - June 2003
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA, Business
Lake Forest College 1995 — 1999
BA, English
University of Oxford 1998 — 1998
BA, Literature and History
David Sibits's RSM McGladrey Experience 2005 - 2007
Job SR.VP.STRATEGIC INITIATIVES at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC January 2014 - Present
CBIZ May 2007 - Present
RSM McGladrey 2005 - 2007
American Express Tax and Business Services 2000 - 2005
Hausser + Taylor 1976 - 2000
Skills
Due Diligence, Accounting, Tax, US GAAP, Mergers & Acquisitions, Management, GAAP, Financial Analysis, Income Tax, CPA, Financial Reporting, Internal Controls, Auditing, Business Valuation, Corporate Tax
Education
Kent State University 1968 — 1972
Bachelor of Business Administration (BBA), Accounting
CBIZ MHM, LLC January 2014 - Present
CBIZ May 2007 - Present
RSM McGladrey 2005 - 2007
American Express Tax and Business Services 2000 - 2005
Hausser + Taylor 1976 - 2000
Skills
Due Diligence, Accounting, Tax, US GAAP, Mergers & Acquisitions, Management, GAAP, Financial Analysis, Income Tax, CPA, Financial Reporting, Internal Controls, Auditing, Business Valuation, Corporate Tax
Education
Kent State University 1968 — 1972
Bachelor of Business Administration (BBA), Accounting
Alan Greer's RSM McGladrey Experience September 2005 - September 2007
Job US Controller at Alma Lasers
Industry Accounting
Experience
Alma Lasers September 2007 - Present
RSM McGladrey September 2005 - September 2007
McGladrey & Pullen September 2005 - September 2007
American Express Tax & Business Services 2000 - 2005
Education
Indiana University - Kelley School of Business 1996 — 2000
Alma Lasers September 2007 - Present
RSM McGladrey September 2005 - September 2007
McGladrey & Pullen September 2005 - September 2007
American Express Tax & Business Services 2000 - 2005
Education
Indiana University - Kelley School of Business 1996 — 2000
Theresa Rose, CPA's RSM McGladrey Experience February 2006 - August 2008
Job Manager Mcgladrey LLP
Industry Accounting
Jackie Heim's RSM McGladrey Experience October 2004 - October 2007
Job Manager Investment Reporting at Starwood Retail Partners
Industry Accounting
Experience
Starwood Retail Partners September 2012 - Present
Walton Street Capital October 2007 - September 2012
RSM McGladrey October 2004 - October 2007
Skills
Financial Reporting, Accounting, Fund Accounting, Investor Reporting, Consolidated Financial..., US GAAP, Tax Returns, REIT, Cash Flow Forecasting, Real Estate Transactions, Capital Calls, Fair Value, Tax, Financial Audits, General Ledger, Financial Analysis, Real Estate, Private Equity, Cash Management, Planning Budgeting &..., Management, Process Improvement
Education
Illinois Wesleyan University 2000 — 2004
Accounting
Starwood Retail Partners September 2012 - Present
Walton Street Capital October 2007 - September 2012
RSM McGladrey October 2004 - October 2007
Skills
Financial Reporting, Accounting, Fund Accounting, Investor Reporting, Consolidated Financial..., US GAAP, Tax Returns, REIT, Cash Flow Forecasting, Real Estate Transactions, Capital Calls, Fair Value, Tax, Financial Audits, General Ledger, Financial Analysis, Real Estate, Private Equity, Cash Management, Planning Budgeting &..., Management, Process Improvement
Education
Illinois Wesleyan University 2000 — 2004
Accounting
Jeffrey Yager's RSM McGladrey Experience July 1993 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
RSM McGladrey July 1993 - Present
McGladrey & Pullen 1988 - Present
RSM McGladrey 2000 - 2008
rsm mcgladrey 1988 - 2008
Skills
Partnership Taxation, Income Tax, Tax, Hedge Funds, Mutual Funds, Fund Of Funds, Private Equity, GAAP, US GAAP, CPA, Internal Audit, Corporate Tax, Financial Statements, SEC filings, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Auditing, Accounting, Financial Reporting, Financial Services, Internal Controls, Forensic Accounting
Education
Hofstra University 1977 — 1981
Bachelor's degree, Accounting
RSM McGladrey July 1993 - Present
McGladrey & Pullen 1988 - Present
RSM McGladrey 2000 - 2008
rsm mcgladrey 1988 - 2008
Skills
Partnership Taxation, Income Tax, Tax, Hedge Funds, Mutual Funds, Fund Of Funds, Private Equity, GAAP, US GAAP, CPA, Internal Audit, Corporate Tax, Financial Statements, SEC filings, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Auditing, Accounting, Financial Reporting, Financial Services, Internal Controls, Forensic Accounting
Education
Hofstra University 1977 — 1981
Bachelor's degree, Accounting
David Shantz, CPA's RSM McGladrey Experience January 1984 - April 2007
Job Inland Marine Service
Industry Accounting
Experience
Inland Marine Service January 2011 - Present
Accretive Tax Advisors January 2011 - January 2014
Mayer Hoffman McCann P.C. 2007 - 2011
RSM McGladrey January 1984 - April 2007
McGladrey & Pullen 1984 - 2007
Skills
Accounting, CPA, Tax, Mergers, GAAP, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Business Valuation, Financial Reporting, International Tax, Corporate Finance, SEC filings, Small Business, Income Tax, Financial Accounting, Tax Accounting, US GAAP, Internal Controls, Auditing, Managerial Finance, Private Equity, Budgets, Corporate Tax, Financial Analysis, Sarbanes-Oxley Act, Tax Preparation, Finance, Tax Advisory, Forensic Accounting, Cost Accounting, Tax Research, Cash Management, Cash Flow, SEC Filings
Education
Indiana University South Bend 1980 — 1984
bs, Accounting
Inland Marine Service January 2011 - Present
Accretive Tax Advisors January 2011 - January 2014
Mayer Hoffman McCann P.C. 2007 - 2011
RSM McGladrey January 1984 - April 2007
McGladrey & Pullen 1984 - 2007
Skills
Accounting, CPA, Tax, Mergers, GAAP, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Business Valuation, Financial Reporting, International Tax, Corporate Finance, SEC filings, Small Business, Income Tax, Financial Accounting, Tax Accounting, US GAAP, Internal Controls, Auditing, Managerial Finance, Private Equity, Budgets, Corporate Tax, Financial Analysis, Sarbanes-Oxley Act, Tax Preparation, Finance, Tax Advisory, Forensic Accounting, Cost Accounting, Tax Research, Cash Management, Cash Flow, SEC Filings
Education
Indiana University South Bend 1980 — 1984
bs, Accounting
Susan Dean's RSM McGladrey Experience 1992 - 1994
Job JDE Financial Business Analyst / Project Manager at Federal Signal
Industry Information Technology and Services
Experience
Federal Signal October 2010 - Present
Kehe Food Distributors September 2009 - October 2010
Trek Bicycle Corporation January 2009 - September 2009
Independent Consulting September 2008 - December 2008
Sara Lee September 2005 - April 2008
Trissential 2008 - 2008
Sara Lee September 2003 - August 2005
Sara Lee August 1998 - August 2003
J. D. Edwards 1994 - 1998
RSM McGladrey 1992 - 1994
Education
Illinois State University 1986 — 1990
Federal Signal October 2010 - Present
Kehe Food Distributors September 2009 - October 2010
Trek Bicycle Corporation January 2009 - September 2009
Independent Consulting September 2008 - December 2008
Sara Lee September 2005 - April 2008
Trissential 2008 - 2008
Sara Lee September 2003 - August 2005
Sara Lee August 1998 - August 2003
J. D. Edwards 1994 - 1998
RSM McGladrey 1992 - 1994
Education
Illinois State University 1986 — 1990
Patti Benjamin, CPA's RSM McGladrey Experience February 2005 - July 2011
Job Tax Manager at HLB Gross Collins, P.C.
Industry Accounting
Experience
HLB Gross Collins, P.C. July 2015 - Present
Moore Colson November 2013 - June 2015
McGladrey December 2011 - November 2013
RSM McGladrey February 2005 - July 2011
McGladrey & Pullen February 2005 - July 2011
Crowe, Chizek and Company, LLC August 1999 - December 2004
Skills
Tax, Tax Research, State Tax, Income Tax, Federal Law, IRS, Tax Preparation, Partnership Taxation, Tax Credits, Manufacturing, LIFO, S Corporations, Trusts, Tax Compliance, Tax Returns, Corporate Tax
Education
Indiana University South Bend 1994 — 1999
BS, Accounting
HLB Gross Collins, P.C. July 2015 - Present
Moore Colson November 2013 - June 2015
McGladrey December 2011 - November 2013
RSM McGladrey February 2005 - July 2011
McGladrey & Pullen February 2005 - July 2011
Crowe, Chizek and Company, LLC August 1999 - December 2004
Skills
Tax, Tax Research, State Tax, Income Tax, Federal Law, IRS, Tax Preparation, Partnership Taxation, Tax Credits, Manufacturing, LIFO, S Corporations, Trusts, Tax Compliance, Tax Returns, Corporate Tax
Education
Indiana University South Bend 1994 — 1999
BS, Accounting
Nick Iovino, CPA's RSM McGladrey Experience September 2007 - August 2008
Job Assistant Controller at Glencoe Capital
Industry Accounting
Experience
Glencoe Capital July 2013 - Present
Aurora Investment Management, LLC April 2010 - July 2013
Woodfield Fund Administration, LLC September 2008 - April 2010
RSM McGladrey September 2007 - August 2008
Skills
Financial Analysis, Fund Accounting, Financial Statements, SEC filings, Accounting, Financial Reporting, Fund Of Funds, Hedge Funds, Auditing, CPA, Financial Accounting, GAAP, Investments, US GAAP, Internal Controls, Alternative Investments, Bloomberg, Microsoft Excel, Securities
Education
Illinois Wesleyan University 2003 — 2007
BA, Accounting
Glencoe Capital July 2013 - Present
Aurora Investment Management, LLC April 2010 - July 2013
Woodfield Fund Administration, LLC September 2008 - April 2010
RSM McGladrey September 2007 - August 2008
Skills
Financial Analysis, Fund Accounting, Financial Statements, SEC filings, Accounting, Financial Reporting, Fund Of Funds, Hedge Funds, Auditing, CPA, Financial Accounting, GAAP, Investments, US GAAP, Internal Controls, Alternative Investments, Bloomberg, Microsoft Excel, Securities
Education
Illinois Wesleyan University 2003 — 2007
BA, Accounting
Diane Roth's RSM McGladrey Experience 2005 - 2008
Job CFO at M & J Wilkow, Ltd.
Industry Real Estate
Experience
M & J Wilkow, Ltd. May 2008 - Present
McGladdrey & Pullen, LLP 2005 - 2008
RSM McGladrey 2005 - 2008
Altschuler, Melvoin & Glasser 1990 - 2008
American Express TBS 1990 - 2008
Skills
Due Diligence, Asset Management, Investments, Budgets, Financial Modeling, Financial Analysis, Real Estate, Real Estate Development, Financial Reporting, Property Management, Tax, Accounting, Finance
Education
Indiana University Bloomington 1986 — 1990
BS, Accounting
M & J Wilkow, Ltd. May 2008 - Present
McGladdrey & Pullen, LLP 2005 - 2008
RSM McGladrey 2005 - 2008
Altschuler, Melvoin & Glasser 1990 - 2008
American Express TBS 1990 - 2008
Skills
Due Diligence, Asset Management, Investments, Budgets, Financial Modeling, Financial Analysis, Real Estate, Real Estate Development, Financial Reporting, Property Management, Tax, Accounting, Finance
Education
Indiana University Bloomington 1986 — 1990
BS, Accounting
Craig McMeechan's RSM McGladrey Experience January 2007 - April 2007
Job Senior Internal Auditor at Park Ohio Holding Company
Industry Accounting
Experience
Park Ohio Holding Company July 2012 - Present
Thornhill Financial June 2008 - July 2012
LKQ Corporation May 2002 - June 2009
RSM McGladrey January 2007 - April 2007
Skills
Accounting, Auditing, Fixed Assets, Financial Reporting, Financial Modeling, Inventory Management, Inventory Control, Pricing Analysis, Excel, Computer Hardware, Form 5500 preparation, Tax Preparation, Audits of Employee...
Education
Kent State University 2006 — 2008
BBA, Accounting
Kent State University 2003 — 2004
MBA, Management
Kent State University 1998 — 2002
BBA, Management, Marketing, Management Information Systems and Finance
Park Ohio Holding Company July 2012 - Present
Thornhill Financial June 2008 - July 2012
LKQ Corporation May 2002 - June 2009
RSM McGladrey January 2007 - April 2007
Skills
Accounting, Auditing, Fixed Assets, Financial Reporting, Financial Modeling, Inventory Management, Inventory Control, Pricing Analysis, Excel, Computer Hardware, Form 5500 preparation, Tax Preparation, Audits of Employee...
Education
Kent State University 2006 — 2008
BBA, Accounting
Kent State University 2003 — 2004
MBA, Management
Kent State University 1998 — 2002
BBA, Management, Marketing, Management Information Systems and Finance
Patty Blayer's RSM McGladrey Experience March 1995 - November 2000
Job Accountant at Wells Fargo Home Mortgage
Industry Accounting
Experience
Wells Fargo Home Mortgage March 2014 - Present
Aviva Investors April 2008 - March 2014
Iowa Realty October 2008 - April 2009
The Waldinger Corporation June 2007 - April 2008
AEGON April 2005 - May 2007
AEGON November 2003 - April 2005
AEGON November 2001 - November 2003
AEGON November 2000 - November 2001
RSM McGladrey March 1995 - November 2000
Skills
Human Resources, Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Internal Audit, PeopleSoft, Accounts Payable, General Ledger
Education
Kansas State University 1991 — 1992
Bachelors, Accounting
Kansas State University 1988 — 1990
Bachelors, Human Resources Management
Wells Fargo Home Mortgage March 2014 - Present
Aviva Investors April 2008 - March 2014
Iowa Realty October 2008 - April 2009
The Waldinger Corporation June 2007 - April 2008
AEGON April 2005 - May 2007
AEGON November 2003 - April 2005
AEGON November 2001 - November 2003
AEGON November 2000 - November 2001
RSM McGladrey March 1995 - November 2000
Skills
Human Resources, Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Internal Audit, PeopleSoft, Accounts Payable, General Ledger
Education
Kansas State University 1991 — 1992
Bachelors, Accounting
Kansas State University 1988 — 1990
Bachelors, Human Resources Management
FeiFei Huang's RSM McGladrey Experience September 2008 - Present
Job Audit Associate at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey September 2008 - Present
Borg Warner September 2007 - May 2008
Education
Ithaca College 2005 — 2008
BS, Accounting/ Finance
RSM McGladrey September 2008 - Present
Borg Warner September 2007 - May 2008
Education
Ithaca College 2005 — 2008
BS, Accounting/ Finance
Bill Bremer's RSM McGladrey Experience 1995 - 2005
Job COO at Bissinger's Inc.
Industry Management Consulting
Experience
Bissinger's Inc. May 2007 - Present
The Parksite Group October 2005 - May 2007
RSM McGladrey 1995 - 2005
Bristol-Myers Squibb July 1979 - May 1993
Education
Indiana University - Kelley School of Business 1989 — 1990
Masters Certificate, Business Administration
Lake Forest College 1975 — 1979
Chemistry, Biology and Chemistry
Bissinger's Inc. May 2007 - Present
The Parksite Group October 2005 - May 2007
RSM McGladrey 1995 - 2005
Bristol-Myers Squibb July 1979 - May 1993
Education
Indiana University - Kelley School of Business 1989 — 1990
Masters Certificate, Business Administration
Lake Forest College 1975 — 1979
Chemistry, Biology and Chemistry
Jon Oppenheimer's RSM McGladrey Experience November 2009 - December 2010
Job Attorney at Law Offices of Jonathan D. Oppenheimer, P.C.
Industry Law Practice
Experience
The Law Offices of Jonathan D. Oppenheimer, P.C. December 2010 - Present
RSM McGladrey November 2009 - December 2010
True Partners Consulting December 2008 - August 2009
UHY Advisors October 2007 - November 2008
Arthur Andersen, LLC June 2001 - May 2002
Skills
Tax, Transfer Pricing, Property Tax, International Tax, State Tax, Auditing
Education
University of Illinois College of Law 2003 — 2006
JD
Kenyon College 1997 — 2001
BA
Belmont Hill School 1993 — 1997
High School
The Law Offices of Jonathan D. Oppenheimer, P.C. December 2010 - Present
RSM McGladrey November 2009 - December 2010
True Partners Consulting December 2008 - August 2009
UHY Advisors October 2007 - November 2008
Arthur Andersen, LLC June 2001 - May 2002
Skills
Tax, Transfer Pricing, Property Tax, International Tax, State Tax, Auditing
Education
University of Illinois College of Law 2003 — 2006
JD
Kenyon College 1997 — 2001
BA
Belmont Hill School 1993 — 1997
High School
Kevin Lockhart's RSM McGladrey Experience March 1998 - October 1999
Job Executive Director at Northwest Suburban Municipal Joint Action Water Agency
Industry Government Administration
Experience
Northwest Suburban Municipal Joint Action Water Agency April 2015 - Present
Northwest Suburban Municipal Joint Action Water Agency June 2011 - March 2015
PNC Bank October 2009 - June 2011
GF Consulting October 2007 - June 2010
Fifth Third Bank January 2003 - October 2007
Bartlett Park District October 1999 - January 2003
RSM McGladrey March 1998 - October 1999
Illinois Gaming Board August 1995 - March 1998
Village of Bartlett April 1991 - September 1995
Village of Hoffman Estates 1989 - 1991
Skills
Treasury Management, Finance, Commercial Banking, Credit, Government, Banking, Credit Analysis, Portfolio Management, Cash Management, Loans, Accounting, Financial Analysis, Government Operations, Public Financial..., Commercial Lending, Investments, Budgets, Film Production, Independent Film, Feature Films, Screenplays, Public Speaking, Strategic Planning
Education
Lewis University 1985 — 1988
MBA, Business
Illinois State University 1978 — 1982
BS, Finance, Economics
Northwest Suburban Municipal Joint Action Water Agency April 2015 - Present
Northwest Suburban Municipal Joint Action Water Agency June 2011 - March 2015
PNC Bank October 2009 - June 2011
GF Consulting October 2007 - June 2010
Fifth Third Bank January 2003 - October 2007
Bartlett Park District October 1999 - January 2003
RSM McGladrey March 1998 - October 1999
Illinois Gaming Board August 1995 - March 1998
Village of Bartlett April 1991 - September 1995
Village of Hoffman Estates 1989 - 1991
Skills
Treasury Management, Finance, Commercial Banking, Credit, Government, Banking, Credit Analysis, Portfolio Management, Cash Management, Loans, Accounting, Financial Analysis, Government Operations, Public Financial..., Commercial Lending, Investments, Budgets, Film Production, Independent Film, Feature Films, Screenplays, Public Speaking, Strategic Planning
Education
Lewis University 1985 — 1988
MBA, Business
Illinois State University 1978 — 1982
BS, Finance, Economics
Andrew Gitzendanner's RSM McGladrey Experience January 2006 - April 2006
Job Project Analyst & Administrator at Crocs, Inc
Industry Accounting
Experience
Crocs, Inc February 2013 - Present
Comcast Cable May 2009 - February 2013
Indiana Public Retirement System December 2008 - February 2010
Indiana Public Retirement System March 2007 - December 2008
Healthcare Realty Trust July 2006 - March 2007
RSM McGladrey January 2006 - April 2006
Purdue University 2001 - 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Auditing, Change Management, Project Management, Business Analysis, SQL, Tax, Process Improvement, Analysis, Internal Audit, Leadership, US GAAP, SAP, Finance, Budgets, Data Analysis, Management, Microsoft Excel, Access, Account Reconciliation, Financial Modeling, Variance Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance
Purdue University - Krannert School of Management 2001 — 2005
BS, Accounting
Tri-State University 2001 — 2001
Crocs, Inc February 2013 - Present
Comcast Cable May 2009 - February 2013
Indiana Public Retirement System December 2008 - February 2010
Indiana Public Retirement System March 2007 - December 2008
Healthcare Realty Trust July 2006 - March 2007
RSM McGladrey January 2006 - April 2006
Purdue University 2001 - 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Auditing, Change Management, Project Management, Business Analysis, SQL, Tax, Process Improvement, Analysis, Internal Audit, Leadership, US GAAP, SAP, Finance, Budgets, Data Analysis, Management, Microsoft Excel, Access, Account Reconciliation, Financial Modeling, Variance Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance
Purdue University - Krannert School of Management 2001 — 2005
BS, Accounting
Tri-State University 2001 — 2001
Maria Solema, CPA's RSM McGladrey Experience 2003 - 2008
Job Controller at Windsor Laurelwood Center for Behavioral Medicine
Industry Accounting
Experience
Windsor Laurelwood Center for Behavioral Medicine April 2009 - Present
McGladrey & Pullen October 2003 - November 2008
RSM McGladrey 2003 - 2008
Bick Fredman and Company January 2001 - April 2003
Education
John Carroll University 1999 — 2003
BS, Accounting
Windsor Laurelwood Center for Behavioral Medicine April 2009 - Present
McGladrey & Pullen October 2003 - November 2008
RSM McGladrey 2003 - 2008
Bick Fredman and Company January 2001 - April 2003
Education
John Carroll University 1999 — 2003
BS, Accounting
Craig Hinson's RSM McGladrey Experience 2000 - 2001
Job Program/Project Manager
Industry Information Technology and Services
Experience
BTS 2007 - Present
CIR January 1986 - Present
Oakwood Road Church 1974 - Present
Wells Fargo 2005 - 2005
Wellmark Blue Cross & Blue Shield of Iowa 2004 - 2004
RSM McGladrey 2000 - 2001
IBM Business Partner 1986 - 1990
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Business Analysis, Visio, Project Planning, Management, ITIL, Vendor Management, Program Management, PMO, SQL, Project Portfolio..., Data Modeling, Quality Assurance, Resource Management, Integration, MS Project, IT Strategy, Business Process, Agile Project Management, IT Management, Agile Methodologies, Business Requirements, SharePoint, Business Process..., Project Delivery, Enterprise Architecture, Requirements Gathering, Data Warehousing, Software Documentation, Systems Analysis, Software Development, Testing, User Acceptance Testing, Scrum, Process Improvement, Solution Architecture, Disaster Recovery, Waterfall, IT Service Management, SOA, CMMI, Databases, Microsoft Project
Education
Gilbert High School
Iowa State University
BS
BTS 2007 - Present
CIR January 1986 - Present
Oakwood Road Church 1974 - Present
Wells Fargo 2005 - 2005
Wellmark Blue Cross & Blue Shield of Iowa 2004 - 2004
RSM McGladrey 2000 - 2001
IBM Business Partner 1986 - 1990
Skills
SDLC, Software Project..., Requirements Analysis, PMP, Business Analysis, Visio, Project Planning, Management, ITIL, Vendor Management, Program Management, PMO, SQL, Project Portfolio..., Data Modeling, Quality Assurance, Resource Management, Integration, MS Project, IT Strategy, Business Process, Agile Project Management, IT Management, Agile Methodologies, Business Requirements, SharePoint, Business Process..., Project Delivery, Enterprise Architecture, Requirements Gathering, Data Warehousing, Software Documentation, Systems Analysis, Software Development, Testing, User Acceptance Testing, Scrum, Process Improvement, Solution Architecture, Disaster Recovery, Waterfall, IT Service Management, SOA, CMMI, Databases, Microsoft Project
Education
Gilbert High School
Iowa State University
BS
Michael S. Rose's RSM McGladrey Experience August 2005 - April 2008
Job Financial Consultant at RnR Enterprises
Industry Accounting
Experience
RnR Enterprises December 2012 - Present
Reznick Group, P.C. July 2008 - December 2012
RSM McGladrey August 2005 - April 2008
KPMG Peat Marwick November 1999 - September 2004
Skills
Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, GAAP, Financial Analysis, Financial Accounting, Financial Reporting, Risk Management, Business Process..., Process Improvement, Management Consulting, Risk Assessment, Due Diligence, Financial Risk, Sarbanes-Oxley, Financial Modeling, Forecasting, SEC filings, Tax, Enterprise Risk..., Finance, Business Process, Financial Statements
Education
Hampton University 1990 — 1992
Bachelor of Science (BS), Accounting
The Ohio State University 1987 — 1989
RnR Enterprises December 2012 - Present
Reznick Group, P.C. July 2008 - December 2012
RSM McGladrey August 2005 - April 2008
KPMG Peat Marwick November 1999 - September 2004
Skills
Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, GAAP, Financial Analysis, Financial Accounting, Financial Reporting, Risk Management, Business Process..., Process Improvement, Management Consulting, Risk Assessment, Due Diligence, Financial Risk, Sarbanes-Oxley, Financial Modeling, Forecasting, SEC filings, Tax, Enterprise Risk..., Finance, Business Process, Financial Statements
Education
Hampton University 1990 — 1992
Bachelor of Science (BS), Accounting
The Ohio State University 1987 — 1989
Kesha-Simone Jones, CPA, CGMA's RSM McGladrey Experience January 2004 - April 2006
Job CEO, KJones Consulting LLC
Industry Accounting
Experience
KJones Consulting, LLC November 2007 - Present
SB and Company, LLC May 2006 - October 2007
RSM McGladrey January 2004 - April 2006
Skills
Auditing, Financial Analysis, Accounting, Financial Accounting, Financial Reporting, QuickBooks, GAAP, CPA, General Ledger, Management Consulting, Strategic Planning, Corporate Budgeting, Financial Forecasting, Small Business, Business Planning, Financial Audits, Preparation, Government Contracting, Account Reconciliation, Bookkeeping, Financial Statements, Cash Flow, Cash Management, Consulting, US GAAP, Internal Controls, Strategic Financial..., Variance Analysis
Education
Hampton University 1997 — 2001
BS, Accounting
KJones Consulting, LLC November 2007 - Present
SB and Company, LLC May 2006 - October 2007
RSM McGladrey January 2004 - April 2006
Skills
Auditing, Financial Analysis, Accounting, Financial Accounting, Financial Reporting, QuickBooks, GAAP, CPA, General Ledger, Management Consulting, Strategic Planning, Corporate Budgeting, Financial Forecasting, Small Business, Business Planning, Financial Audits, Preparation, Government Contracting, Account Reconciliation, Bookkeeping, Financial Statements, Cash Flow, Cash Management, Consulting, US GAAP, Internal Controls, Strategic Financial..., Variance Analysis
Education
Hampton University 1997 — 2001
BS, Accounting
Sarah Larkin's RSM McGladrey Experience March 2007 - November 2008
Job Intermediate Financial Reporting Accounting Analyst
Industry Accounting
Experience
AegonUSA November 2008 - Present
Realty Accounting Investment Services November 2008 - February 2010
RSM McGladrey March 2007 - November 2008
RSM McGladrey February 2007 - October 2008
Skogman Realty December 2004 - April 2008
Liberty Bank May 2006 - March 2007
Liberty Bank January 2006 - February 2007
Wells Fargo Bank September 2002 - October 2004
Education
Mount Mercy University 2006 — 2009
Bachelor, Business Administration
Kirkwood Community College 2002 — 2004
Associate, Business Administration/ Liberal Arts
Kirkwood Community College
Associate of Arts
Mt. Mercy College
Bachelor's Degree, Business
AegonUSA November 2008 - Present
Realty Accounting Investment Services November 2008 - February 2010
RSM McGladrey March 2007 - November 2008
RSM McGladrey February 2007 - October 2008
Skogman Realty December 2004 - April 2008
Liberty Bank May 2006 - March 2007
Liberty Bank January 2006 - February 2007
Wells Fargo Bank September 2002 - October 2004
Education
Mount Mercy University 2006 — 2009
Bachelor, Business Administration
Kirkwood Community College 2002 — 2004
Associate, Business Administration/ Liberal Arts
Kirkwood Community College
Associate of Arts
Mt. Mercy College
Bachelor's Degree, Business
Joe York's RSM McGladrey Experience 1990 - 1994
Job Director at CoreLogic Dorado
Industry Information Technology and Services
Experience
CoreLogic Dorado July 2011 - Present
Dorado July 2009 - July 2011
Wells Fargo 2002 - 2009
Wells Fargo 2000 - 2002
Wells Fargo 1997 - 2000
Wells Fargo 1996 - 1997
Hy Vee 1994 - 1996
RSM McGladrey 1990 - 1994
Sub-Systems 1989 - 1990
Skills
Program Management, Project Delivery, Communication, Enterprise Architecture, Solution Architecture, Architectural Design, SDLC, Client Liaison, Vendor Management, Performance Testing, Integration Testing, Integration Architecture, Cross-functional Team..., Technical Leadership, Unix, C, Project Management, SOA, XML, Java Enterprise Edition, SQL, Software Development
Education
Iowa State University 1985 — 1990
BBA - Management, Management of Information Systems
CoreLogic Dorado July 2011 - Present
Dorado July 2009 - July 2011
Wells Fargo 2002 - 2009
Wells Fargo 2000 - 2002
Wells Fargo 1997 - 2000
Wells Fargo 1996 - 1997
Hy Vee 1994 - 1996
RSM McGladrey 1990 - 1994
Sub-Systems 1989 - 1990
Skills
Program Management, Project Delivery, Communication, Enterprise Architecture, Solution Architecture, Architectural Design, SDLC, Client Liaison, Vendor Management, Performance Testing, Integration Testing, Integration Architecture, Cross-functional Team..., Technical Leadership, Unix, C, Project Management, SOA, XML, Java Enterprise Edition, SQL, Software Development
Education
Iowa State University 1985 — 1990
BBA - Management, Management of Information Systems
Duke Smaroff, CPA's RSM McGladrey Experience October 2006 - Present
Job Partner at McGladrey & Pullen, LLP
Industry Accounting
Experience
McGladrey & Pullen October 2006 - Present
RSM McGladrey October 2006 - Present
McGladrey & Pullen October 2004 - October 2006
McGladrey & Pullen September 2002 - October 2004
McGladrey Network/Advanced Practice Solutions December 2000 - September 2002
McGladrey & Pullen September 1998 - December 2000
McGladrey & Pullen September 1996 - September 1998
McGladrey & Pullen September 1994 - September 1996
McGladrey & Pullen September 1992 - September 1994
Skills
Accounting, Auditing, CPA, Internal Audit, Management, Tax, Business Process...
Education
Indiana University - Kelley School of Business 1988 — 1992
BS, Business- Accounting
McGladrey & Pullen October 2006 - Present
RSM McGladrey October 2006 - Present
McGladrey & Pullen October 2004 - October 2006
McGladrey & Pullen September 2002 - October 2004
McGladrey Network/Advanced Practice Solutions December 2000 - September 2002
McGladrey & Pullen September 1998 - December 2000
McGladrey & Pullen September 1996 - September 1998
McGladrey & Pullen September 1994 - September 1996
McGladrey & Pullen September 1992 - September 1994
Skills
Accounting, Auditing, CPA, Internal Audit, Management, Tax, Business Process...
Education
Indiana University - Kelley School of Business 1988 — 1992
BS, Business- Accounting
Diane Beach's RSM McGladrey Experience 2005 - 2008
Job Owner, Diane M. Beach, CPA
Industry Accounting
Experience
Diane M. Beach, CPA June 2009 - Present
McManamon & Co. July 2008 - June 2009
RSM McGladrey 2005 - 2008
Howard, Wershbale & Co. August 1997 - July 2005
Puritz & Weintraub June 1996 - June 1997
Radachi and Company August 1995 - June 1996
Owen E. McCafferty, CPA, Inc. June 1987 - August 1995
Skills
Auditing, Accounting, CPA, Tax Preparation
Education
John Carroll University 1987 — 1991
BSBA, Accounting
Diane M. Beach, CPA June 2009 - Present
McManamon & Co. July 2008 - June 2009
RSM McGladrey 2005 - 2008
Howard, Wershbale & Co. August 1997 - July 2005
Puritz & Weintraub June 1996 - June 1997
Radachi and Company August 1995 - June 1996
Owen E. McCafferty, CPA, Inc. June 1987 - August 1995
Skills
Auditing, Accounting, CPA, Tax Preparation
Education
John Carroll University 1987 — 1991
BSBA, Accounting
Jeremy Rivera's RSM McGladrey Experience 2000 - 2006
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2006 - Present
RSM McGladrey 2000 - 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Tax Credits, GAAP, Auditing, Tax, Investments, Affordable Housing, Portfolio Management, Financial Accounting, US GAAP, Real Estate, LIHTC, Income Tax, Investment Properties, Tax Preparation, Tax Accounting, Asset Management, Due Diligence
Education
Kent State University 1995 — 2006
BBA, Finance
RBC Capital Markets July 2006 - Present
RSM McGladrey 2000 - 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Tax Credits, GAAP, Auditing, Tax, Investments, Affordable Housing, Portfolio Management, Financial Accounting, US GAAP, Real Estate, LIHTC, Income Tax, Investment Properties, Tax Preparation, Tax Accounting, Asset Management, Due Diligence
Education
Kent State University 1995 — 2006
BBA, Finance
John Roozeboom's RSM McGladrey Experience May 2006 - Present
Job Supervisor at RSM McGladrey
Industry Information Technology and Services
Experience
RSM McGladrey May 2006 - Present
Intermec Technologies May 2000 - December 2005
Entre Computer Services 1998 - 2000
Skills
Telecommunications, Telephony, Network Administration, Cisco Technologies, Avaya, Cisco Call Manager, Technical Support, Windows Server, System Administration, Customer Service, Active Directory, VMware, Windows, Microsoft Exchange, Security, Citrix, Windows 7, Avaya Technologies
Education
Indian Hills Community College 1996 — 1998
Associate, Computer Systems and Networks
Pella Christian High
RSM McGladrey May 2006 - Present
Intermec Technologies May 2000 - December 2005
Entre Computer Services 1998 - 2000
Skills
Telecommunications, Telephony, Network Administration, Cisco Technologies, Avaya, Cisco Call Manager, Technical Support, Windows Server, System Administration, Customer Service, Active Directory, VMware, Windows, Microsoft Exchange, Security, Citrix, Windows 7, Avaya Technologies
Education
Indian Hills Community College 1996 — 1998
Associate, Computer Systems and Networks
Pella Christian High
Keith Bragg, ASA's RSM McGladrey Experience January 2008 - May 2008
Job Business Valuation Manager at CBIZ
Industry Accounting
Experience
CBIZ July 2008 - Present
RSM McGladrey January 2008 - May 2008
Skills
Business Valuation
Education
Kent State University 2004 — 2008
Bachelor's, Finance, Accounting
The University of Akron
Master's Degree, Finance, General
CBIZ July 2008 - Present
RSM McGladrey January 2008 - May 2008
Skills
Business Valuation
Education
Kent State University 2004 — 2008
Bachelor's, Finance, Accounting
The University of Akron
Master's Degree, Finance, General
Carie Kipp, CPA's RSM McGladrey Experience March 2008 - September 2011
Job Controller US Operations at Oatey Company
Industry Accounting
Experience
Oatey Company December 2013 - Present
Oatey Company September 2011 - December 2013
RSM McGladrey March 2008 - September 2011
Stock Equipment Company October 2006 - March 2008
Hausser & Taylor LLC 2004 - 2006
Kent State University 2004 - 2004
Wells Fargo 2002 - 2003
Skills
Accounting, Internal Controls, Auditing, Account Reconciliation, General Ledger, Internal Audit, CPA, External Audit, Financial Statements, Cost Accounting, Budgets, Accounts Receivable, Process Improvement, Journal Entries, Accounts Payable
Education
Kent State University 2000 — 2004
Masters of Science in Accountancy, Accounting
Black River 1993 — 1997
Oatey Company December 2013 - Present
Oatey Company September 2011 - December 2013
RSM McGladrey March 2008 - September 2011
Stock Equipment Company October 2006 - March 2008
Hausser & Taylor LLC 2004 - 2006
Kent State University 2004 - 2004
Wells Fargo 2002 - 2003
Skills
Accounting, Internal Controls, Auditing, Account Reconciliation, General Ledger, Internal Audit, CPA, External Audit, Financial Statements, Cost Accounting, Budgets, Accounts Receivable, Process Improvement, Journal Entries, Accounts Payable
Education
Kent State University 2000 — 2004
Masters of Science in Accountancy, Accounting
Black River 1993 — 1997
Samuel Feda's RSM McGladrey Experience January 2010 - February 2010
Job Finance Manager at Charter Oak Communities
Industry Government Administration
Experience
Charter Oak Communities July 2015 - Present
Charter Oak Communities April 2013 - July 2015
Charter Oak Communities April 2012 - April 2013
Charter Oak Communities July 2010 - April 2012
Charter Oak Communities May 2010 - June 2010
RSM McGladrey January 2010 - February 2010
Noble Americas Corporation October 2009 - November 2009
Skills
Accounts Payable, ADP Payroll, Operating Budgets, Government Accounting, Bank Reconciliation, Fund Accounting, Microsoft Office, LIHTC, Affordable Housing, Management
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Charter Oak Communities July 2015 - Present
Charter Oak Communities April 2013 - July 2015
Charter Oak Communities April 2012 - April 2013
Charter Oak Communities July 2010 - April 2012
Charter Oak Communities May 2010 - June 2010
RSM McGladrey January 2010 - February 2010
Noble Americas Corporation October 2009 - November 2009
Skills
Accounts Payable, ADP Payroll, Operating Budgets, Government Accounting, Bank Reconciliation, Fund Accounting, Microsoft Office, LIHTC, Affordable Housing, Management
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Beth Ganss's RSM McGladrey Experience March 2008 - April 2009
Job Principal Tax Consultant
Industry Computer Software
Experience
Vertex Inc. December 2012 - Present
The Binswanger Companies February 2010 - October 2011
RSM McGladrey March 2008 - April 2009
D. Crowley & Company, P.C. June 1998 - June 2007
Skills
Tax, Real Estate, Disposition, Financial Analysis, Investments, Real Estate Transactions, Asset Managment, Leases, Financial Reporting, Accounting, Financial Modeling, Contract Negotiation, Negotiation, Business Planning, GAAP, Finance, Mergers & Acquisitions
Education
Villanova University School of Law 1997 — 2000
Master of Science (M.S.), Taxation
Lafayette College 1976 — 1980
Bachelor of Arts (B.A.), English
Vertex Inc. December 2012 - Present
The Binswanger Companies February 2010 - October 2011
RSM McGladrey March 2008 - April 2009
D. Crowley & Company, P.C. June 1998 - June 2007
Skills
Tax, Real Estate, Disposition, Financial Analysis, Investments, Real Estate Transactions, Asset Managment, Leases, Financial Reporting, Accounting, Financial Modeling, Contract Negotiation, Negotiation, Business Planning, GAAP, Finance, Mergers & Acquisitions
Education
Villanova University School of Law 1997 — 2000
Master of Science (M.S.), Taxation
Lafayette College 1976 — 1980
Bachelor of Arts (B.A.), English
Corey Schmidt's RSM McGladrey Experience May 2003 - August 2006
Job Director of Information Technology at BSB Design
Industry Architecture & Planning
Experience
BSB Design February 2013 - Present
BSB Design March 2009 - February 2013
BSB Design August 2006 - November 2008
RSM McGladrey May 2003 - August 2006
Skills
Servers, Cisco Technologies, Microsoft Exchange, Disaster Recovery, Hyper-V, MPLS, Social Media, Information Technology, Microsoft Active..., VoIP, WSUS, Technical Training, IT Outsourcing, Proposal Writing, HP Server Hardware, Adobe Creative Suite, Technology Planning, IT Management, Project Management, Team Leadership, Vendor Relationships, Performance Metrics, Microsoft Exchange..., HyperV Server, Budget Management, Documentation, Microsoft Office..., Results Focused, People Management, End User Support, Group Policy, IT Policy Development, Key Performance..., IT Operations, IT Strategy, Operations Management, Corporate Finance, Cost Accounting, Process Improvement, Strategic Planning, Strategic Leadership, Financial Analysis, Business Operations, Product Innovation, Procurement, Project Planning, Priority Management, Time Management, Management, Networking
Education
Iowa State University - College of Business 2000 — 2003
BS, MIS
Waldorf College 1999 — 2000
Science
BSB Design February 2013 - Present
BSB Design March 2009 - February 2013
BSB Design August 2006 - November 2008
RSM McGladrey May 2003 - August 2006
Skills
Servers, Cisco Technologies, Microsoft Exchange, Disaster Recovery, Hyper-V, MPLS, Social Media, Information Technology, Microsoft Active..., VoIP, WSUS, Technical Training, IT Outsourcing, Proposal Writing, HP Server Hardware, Adobe Creative Suite, Technology Planning, IT Management, Project Management, Team Leadership, Vendor Relationships, Performance Metrics, Microsoft Exchange..., HyperV Server, Budget Management, Documentation, Microsoft Office..., Results Focused, People Management, End User Support, Group Policy, IT Policy Development, Key Performance..., IT Operations, IT Strategy, Operations Management, Corporate Finance, Cost Accounting, Process Improvement, Strategic Planning, Strategic Leadership, Financial Analysis, Business Operations, Product Innovation, Procurement, Project Planning, Priority Management, Time Management, Management, Networking
Education
Iowa State University - College of Business 2000 — 2003
BS, MIS
Waldorf College 1999 — 2000
Science
Laura Lemus-Huerta's RSM McGladrey Experience 1995 - 2000
Job Director Country Office Finance & Accounting at Management Sciences for Health
Industry Nonprofit Organization Management
Experience
Management Sciences for Health 2014 - Present
Management Sciences for Health 2014 - 2015
Dartmouth-Hitchcock Medical Center 2010 - 2013
Rain Bird Corporation 2004 - 2010
RSM McGladrey 1995 - 2000
Skills
ERP Implementations, Advanced Excel and..., ERP Peoplesoft/Oracle, Financial Audits, PeopleSoft, ERP, Leadership, Accounting, Budgets, Management, Payroll, Auditing, Continuous Improvement, General Ledger, Cost Accounting, Financial Analysis, Managerial Finance
Education
Humboldt State University
Bachelor of Science (B.S.), Accounting
Management Sciences for Health 2014 - Present
Management Sciences for Health 2014 - 2015
Dartmouth-Hitchcock Medical Center 2010 - 2013
Rain Bird Corporation 2004 - 2010
RSM McGladrey 1995 - 2000
Skills
ERP Implementations, Advanced Excel and..., ERP Peoplesoft/Oracle, Financial Audits, PeopleSoft, ERP, Leadership, Accounting, Budgets, Management, Payroll, Auditing, Continuous Improvement, General Ledger, Cost Accounting, Financial Analysis, Managerial Finance
Education
Humboldt State University
Bachelor of Science (B.S.), Accounting