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
Samantha Sachs, CPA Samantha Sachs, CPA's RSM McGladrey Experience June 2009 - October 2010
Job Director at JSK Financial
Industry Accounting
Experience
Zirtual August 2013 - Present
JSK Financial 2013 - Present
Sail Safaris October 2010 - July 2013
RSM McGladrey June 2009 - October 2010
RSM McGladrey, Inc. / McGladrey & Pullen, LLP June 2007 - June 2009
L.A. Sachs & Associates August 2002 - January 2007
Skills
Tourism, Sailing, Accounting, Tax, QuickBooks, Small Business, Finance, Managerial Finance, Cruises
Education
Mount St. Mary's University 2007 — 2009
Masters, Business Administration
Mount St. Mary's University 2005 — 2009
Bachelor of Science, Accounting
Zirtual August 2013 - Present
JSK Financial 2013 - Present
Sail Safaris October 2010 - July 2013
RSM McGladrey June 2009 - October 2010
RSM McGladrey, Inc. / McGladrey & Pullen, LLP June 2007 - June 2009
L.A. Sachs & Associates August 2002 - January 2007
Skills
Tourism, Sailing, Accounting, Tax, QuickBooks, Small Business, Finance, Managerial Finance, Cruises
Education
Mount St. Mary's University 2007 — 2009
Masters, Business Administration
Mount St. Mary's University 2005 — 2009
Bachelor of Science, Accounting
Dan Chaney Dan Chaney's RSM McGladrey Experience January 1988 - December 2005
Job Chaney Valuation Advisors, LLC Owner
Industry Financial Services
Experience
Pierce Capital Partners June 2008 - Present
Chaney Valuation Advisors, LLC January 2006 - Present
Integrated Communication Solutions, Inc. January 2007 - December 2008
RSM McGladrey January 1988 - December 2005
Skills
Business Valuation, Litigation Support, Mergers, Valuation, Litigation, Expert Witness, Accounting, Business Planning, Mergers & Acquisitions, Finance, Management, Risk Management, Strategic Planning, Financial Analysis, Due Diligence, Executive Management, Management Consulting, Business Strategy, Small Business, Strategic Financial..., Strategy, Private Equity, Corporate Finance, Managerial Finance, Financial Advisory, Venture Capital, Financial Planning
Education
Mount St. Mary's University 1993 — 1995
MBA, Finance & Personnel
University of Maryland - Robert H. Smith School of Business 1983 — 1987
BS, Accounting
Pierce Capital Partners June 2008 - Present
Chaney Valuation Advisors, LLC January 2006 - Present
Integrated Communication Solutions, Inc. January 2007 - December 2008
RSM McGladrey January 1988 - December 2005
Skills
Business Valuation, Litigation Support, Mergers, Valuation, Litigation, Expert Witness, Accounting, Business Planning, Mergers & Acquisitions, Finance, Management, Risk Management, Strategic Planning, Financial Analysis, Due Diligence, Executive Management, Management Consulting, Business Strategy, Small Business, Strategic Financial..., Strategy, Private Equity, Corporate Finance, Managerial Finance, Financial Advisory, Venture Capital, Financial Planning
Education
Mount St. Mary's University 1993 — 1995
MBA, Finance & Personnel
University of Maryland - Robert H. Smith School of Business 1983 — 1987
BS, Accounting
Danielle Ullmann Danielle Ullmann's RSM McGladrey Experience August 2005 - January 2006
Job Assistant Controller at Optimum Energy
Industry Accounting
Experience
Optimum Energy August 2013 - Present
CrossFit West Seattle June 2014 - Present
zulily July 2010 - August 2013
iMatch November 2009 - July 2010
Recruiting.com August 2008 - October 2009
Moss Adams January 2006 - August 2008
RSM McGladrey August 2005 - January 2006
Education
Northern Arizona University-The W. A. Franke College of Business 2001 — 2005
Bachelor of Science, Accounting
Optimum Energy August 2013 - Present
CrossFit West Seattle June 2014 - Present
zulily July 2010 - August 2013
iMatch November 2009 - July 2010
Recruiting.com August 2008 - October 2009
Moss Adams January 2006 - August 2008
RSM McGladrey August 2005 - January 2006
Education
Northern Arizona University-The W. A. Franke College of Business 2001 — 2005
Bachelor of Science, Accounting
Julie Acri, PHR Julie Acri, PHR's RSM McGladrey Experience 2005 - 2009
Job VP of Human Resources at Message Systems
Industry Human Resources
Experience
Message Systems 2010 - Present
BVGH 2009 - 2010
RSM McGladrey 2005 - 2009
Baltimore County Public Schools 2000 - 2005
Skills
Workforce Planning, Employee Relations, Organizational..., HRIS, Onboarding, College Recruiting, Talent Acquisition, Succession Planning, Performance Management, Benefits Administration, Talent Management, Human Resources, Organizational..., Career Development, Recruiting, Applicant Tracking...
Education
Towson University 2003 — 2005
Masters of Science, Human Resource Development
Penn State University 1995 — 1999
Bachelor of Science, Education
Port Jervis High School
Message Systems 2010 - Present
BVGH 2009 - 2010
RSM McGladrey 2005 - 2009
Baltimore County Public Schools 2000 - 2005
Skills
Workforce Planning, Employee Relations, Organizational..., HRIS, Onboarding, College Recruiting, Talent Acquisition, Succession Planning, Performance Management, Benefits Administration, Talent Management, Human Resources, Organizational..., Career Development, Recruiting, Applicant Tracking...
Education
Towson University 2003 — 2005
Masters of Science, Human Resource Development
Penn State University 1995 — 1999
Bachelor of Science, Education
Port Jervis High School
Jon Aldrich Jon Aldrich's RSM McGladrey Experience September 1990 - January 1999
Job Principal at Focus Financial Advisors
Industry Financial Services
Experience
Focus Financial Advisors December 2004 - Present
National Detroit, Inc. January 1999 - December 2004
RSM McGladrey September 1990 - January 1999
Education
Northern Illinois University 1986 — 1990
Bachelors, Accounting-Finance
Focus Financial Advisors December 2004 - Present
National Detroit, Inc. January 1999 - December 2004
RSM McGladrey September 1990 - January 1999
Education
Northern Illinois University 1986 — 1990
Bachelors, Accounting-Finance
Maria Krasnov's RSM McGladrey Experience June 2007 - February 2009
Job Security & Risk Manager at macys.com
Industry Retail
Experience
Macys.com July 2010 - Present
RSM McGladrey June 2007 - February 2009
Parson Consulting April 2005 - June 2007
Fidelity Investments June 2001 - January 2004
Skills
Security, Risk Assessment, Information Security, Internal Controls, Security Risk Management, Security Event Response, Vendor Security Risk..., Information Security..., E-commerce, Brand Protection
Education
Northeastern University
Bachelor's degree, Finance, General
Macys.com July 2010 - Present
RSM McGladrey June 2007 - February 2009
Parson Consulting April 2005 - June 2007
Fidelity Investments June 2001 - January 2004
Skills
Security, Risk Assessment, Information Security, Internal Controls, Security Risk Management, Security Event Response, Vendor Security Risk..., Information Security..., E-commerce, Brand Protection
Education
Northeastern University
Bachelor's degree, Finance, General
Matthew McSheehy, CISSP, CPISM's RSM McGladrey Experience 2004 - 2006
Job Senior Information Security Engineer at Starbucks
Industry Information Technology and Services
Experience
Starbucks 2013 - Present
Microsoft February 2011 - December 2012
Microsoft September 2008 - March 2011
PricewaterhouseCoopers February 2006 - September 2008
RSM McGladrey 2004 - 2006
Safeco Insurance 2002 - 2004
MCSI Consulting 2001 - 2004
Sonus 1999 - 2001
Thurber Works 1996 - 1999
Skills
Firewalls, Enterprise Network..., IPS, IPSec, Microsoft SQL Server, SSRS, SSIS, PCI DSS, PCI Standards, SOX Compliancy, ISO, COBIT, NIST, ITIL, IT Operations, IT Audit, IT Management, Windows Server 2012, Windows Server, Windows, Qualys, Nessus, Netronome, Fidelis, DLP, Wireshark, Snort, Fortinet, Checkpoint, Cisco IOS, Security, Network Security, Sarbanes-Oxley, Infrastructure, Auditing, ISO 27001, Information Security..., Information Security, Information Technology, Governance, Symantec DLP, Symantec Data Insight, Sourcefire, Splunk
Education
Portland State University 1993 — 1996
History, Islamic History/M.E. Political Science
Starbucks 2013 - Present
Microsoft February 2011 - December 2012
Microsoft September 2008 - March 2011
PricewaterhouseCoopers February 2006 - September 2008
RSM McGladrey 2004 - 2006
Safeco Insurance 2002 - 2004
MCSI Consulting 2001 - 2004
Sonus 1999 - 2001
Thurber Works 1996 - 1999
Skills
Firewalls, Enterprise Network..., IPS, IPSec, Microsoft SQL Server, SSRS, SSIS, PCI DSS, PCI Standards, SOX Compliancy, ISO, COBIT, NIST, ITIL, IT Operations, IT Audit, IT Management, Windows Server 2012, Windows Server, Windows, Qualys, Nessus, Netronome, Fidelis, DLP, Wireshark, Snort, Fortinet, Checkpoint, Cisco IOS, Security, Network Security, Sarbanes-Oxley, Infrastructure, Auditing, ISO 27001, Information Security..., Information Security, Information Technology, Governance, Symantec DLP, Symantec Data Insight, Sourcefire, Splunk
Education
Portland State University 1993 — 1996
History, Islamic History/M.E. Political Science
Darla Schroeder Darla Schroeder's RSM McGladrey Experience September 2002 - February 2007
Job Director Human Resources at Ryan Specialty Group
Industry Insurance
Experience
Ryan Specialty Group September 2013 - Present
Apple Vacations February 2007 - September 2013
Concordia University Wisconsin 2002 - December 2012
RSM McGladrey September 2002 - February 2007
Youngberg Industries May 1999 - September 2002
ETS-Lindgren October 1991 - May 1999
Skills
Employee Relations, Training & Development, Performance Management, Job Descriptions, Recruitment/Retention, Compensation, Workers Compensation, Safety Management, Legal Compliance, Strategic Planning, Leadership Development, Salary Administration, Payroll, Accounting, FMLA, Job Analysis, ADP Payroll, HRIS, PeopleSoft, Workforce Planning, Talent Management, Onboarding, Human Resources, Recruiting, Tourism, 401k, Consulting, Manufacturing, Leisure Travel, Higher Education, New Hire Orientations, Talent Acquisition, Employment Law, Coaching, Training, Conflict Resolution, Deferred Compensation, Leadership
Education
North Central College 1993 — 1997
MBA, Human Resources
Northern Illinois University 1984 — 1988
BS, Political Science
Ryan Specialty Group September 2013 - Present
Apple Vacations February 2007 - September 2013
Concordia University Wisconsin 2002 - December 2012
RSM McGladrey September 2002 - February 2007
Youngberg Industries May 1999 - September 2002
ETS-Lindgren October 1991 - May 1999
Skills
Employee Relations, Training & Development, Performance Management, Job Descriptions, Recruitment/Retention, Compensation, Workers Compensation, Safety Management, Legal Compliance, Strategic Planning, Leadership Development, Salary Administration, Payroll, Accounting, FMLA, Job Analysis, ADP Payroll, HRIS, PeopleSoft, Workforce Planning, Talent Management, Onboarding, Human Resources, Recruiting, Tourism, 401k, Consulting, Manufacturing, Leisure Travel, Higher Education, New Hire Orientations, Talent Acquisition, Employment Law, Coaching, Training, Conflict Resolution, Deferred Compensation, Leadership
Education
North Central College 1993 — 1997
MBA, Human Resources
Northern Illinois University 1984 — 1988
BS, Political Science
Michelle Fogarty Michelle Fogarty's RSM McGladrey Experience July 2006 - February 2007
Job Strategy Director at Reflexions NYC
Industry Marketing and Advertising
Experience
Reflexions NYC June 2015 - Present
Independent October 2013 - Present
infoedge LLC October 2013 - May 2014
AKQA October 2012 - June 2013
Ernst & Young July 2011 - September 2012
PricewaterhouseCoopers February 2009 - July 2011
BearingPoint February 2007 - January 2009
RSM McGladrey July 2006 - February 2007
Citigroup February 2006 - May 2006
Skills
Management Consulting, Strategy Development, Segmentation, Marketing Strategy, Product Development, Business Process..., Financial Modeling, Product Management, Strategy, Cross-functional Team..., Marketing Research, Account Management, Analytics, Program Management, Business Development, Project Planning, Market Research, Start-ups, Strategic Partnerships, Competitive Analysis, Business Strategy, Ice Carving, Digital Marketing
Education
New York University 2004 — 2006
MA, Psychology, Business
Mannes College of Music 2000 — 2004
Bachelors, Music: Violin Performance / minor: Psychology
Yale University / Leadership Training Program 2007 — 2007
Reflexions NYC June 2015 - Present
Independent October 2013 - Present
infoedge LLC October 2013 - May 2014
AKQA October 2012 - June 2013
Ernst & Young July 2011 - September 2012
PricewaterhouseCoopers February 2009 - July 2011
BearingPoint February 2007 - January 2009
RSM McGladrey July 2006 - February 2007
Citigroup February 2006 - May 2006
Skills
Management Consulting, Strategy Development, Segmentation, Marketing Strategy, Product Development, Business Process..., Financial Modeling, Product Management, Strategy, Cross-functional Team..., Marketing Research, Account Management, Analytics, Program Management, Business Development, Project Planning, Market Research, Start-ups, Strategic Partnerships, Competitive Analysis, Business Strategy, Ice Carving, Digital Marketing
Education
New York University 2004 — 2006
MA, Psychology, Business
Mannes College of Music 2000 — 2004
Bachelors, Music: Violin Performance / minor: Psychology
Yale University / Leadership Training Program 2007 — 2007
Dennis Keglovits Dennis Keglovits's RSM McGladrey Experience 2003 - 2009
Job Vice President at LockPath
Industry Management Consulting
Experience
LockPath, Inc. 2014 - Present
PwC 2010 - 2013
RSM McGladrey 2003 - 2009
Deloitte & Touche 1992 - 2003
Skills
Strategy, Leadership, Management, Business Development, Consulting, Cross-functional Team..., Internal Audit, Program Management, Risk Assessment, Internal Controls, Team Leadership, Sarbanes-Oxley Act, Budgets, Finance, Executive Management, Sarbanes-Oxley, Enterprise Risk..., Start-ups, Project Management, Account Management, Banking, COSO, Auditing
Education
Plymouth State University
Bachelor of Science (B.S.), Business Administration and Management
LockPath, Inc. 2014 - Present
PwC 2010 - 2013
RSM McGladrey 2003 - 2009
Deloitte & Touche 1992 - 2003
Skills
Strategy, Leadership, Management, Business Development, Consulting, Cross-functional Team..., Internal Audit, Program Management, Risk Assessment, Internal Controls, Team Leadership, Sarbanes-Oxley Act, Budgets, Finance, Executive Management, Sarbanes-Oxley, Enterprise Risk..., Start-ups, Project Management, Account Management, Banking, COSO, Auditing
Education
Plymouth State University
Bachelor of Science (B.S.), Business Administration and Management
Rebecca (Becky) Malinowski's RSM McGladrey Experience January 2008 - December 2011
Job
Industry Accounting
Experience
Home Office December 2005 - Present
RSM McGladrey January 2008 - December 2011
American Express Tax & Business Services/Hausser + Taylor LLP September 1998 - December 2004
Angel Tax Service June 1996 - September 1998
Education
Ohio University 1992 — 1996
B.B.A
Seton High School 1988 — 1992
Home Office December 2005 - Present
RSM McGladrey January 2008 - December 2011
American Express Tax & Business Services/Hausser + Taylor LLP September 1998 - December 2004
Angel Tax Service June 1996 - September 1998
Education
Ohio University 1992 — 1996
B.B.A
Seton High School 1988 — 1992
Daniel Roomberg Daniel Roomberg's RSM McGladrey Experience October 2007 - October 2009
Job Senior Associate at Strouss Hui Roomberg Ellis, P.C. Accounting, Tax, and Business Consulting
Industry Accounting
Experience
Strouss Hui Roomberg Ellis, P.C. January 2015 - Present
St. Clair CPA'S P.C. September 2011 - January 2015
Joseph A. Del Forno Inc. April 2010 - September 2011
RSM McGladrey October 2007 - October 2009
Simonson Lipschutz & Fogel, PC October 2007 - November 2008
UBS Global Asset Management May 2006 - August 2006
Strouss, Hui, Roomberg, Ellis P.C. May 2005 - August 2005
Education
Penn State University 2003 — 2007
BS, Accounting
Strouss Hui Roomberg Ellis, P.C. January 2015 - Present
St. Clair CPA'S P.C. September 2011 - January 2015
Joseph A. Del Forno Inc. April 2010 - September 2011
RSM McGladrey October 2007 - October 2009
Simonson Lipschutz & Fogel, PC October 2007 - November 2008
UBS Global Asset Management May 2006 - August 2006
Strouss, Hui, Roomberg, Ellis P.C. May 2005 - August 2005
Education
Penn State University 2003 — 2007
BS, Accounting
Tracy Rishel Tracy Rishel's RSM McGladrey Experience March 1999 - June 2000
Job Associate Professor at The Citadel
Industry Higher Education
Experience
The Citadel June 2015 - Present
Wake Forest University July 2012 - June 2015
Roush Road Racing February 2010 - September 2013
Susquehanna University September 2011 - July 2012
Belmont Abbey College August 2006 - June 2011
North Carolina A&T State University July 2004 - July 2006
UNC Wilmington 2000 - 2004
RSM McGladrey March 1999 - June 2000
Susquehanna University January 1989 - March 1999
Corning Glass Works June 1984 - August 1985
Skills
Public Speaking, Higher Education, Sports, Research, Event Planning, Management, Operations Management, Strategy, Public Relations, Event Management, Press Releases, Media Relations, Social Media, Facebook, Fundraising, Social Networking
Education
Penn State University
B.S., M.S., PhD, Business Logistics and Operations Management
The Citadel June 2015 - Present
Wake Forest University July 2012 - June 2015
Roush Road Racing February 2010 - September 2013
Susquehanna University September 2011 - July 2012
Belmont Abbey College August 2006 - June 2011
North Carolina A&T State University July 2004 - July 2006
UNC Wilmington 2000 - 2004
RSM McGladrey March 1999 - June 2000
Susquehanna University January 1989 - March 1999
Corning Glass Works June 1984 - August 1985
Skills
Public Speaking, Higher Education, Sports, Research, Event Planning, Management, Operations Management, Strategy, Public Relations, Event Management, Press Releases, Media Relations, Social Media, Facebook, Fundraising, Social Networking
Education
Penn State University
B.S., M.S., PhD, Business Logistics and Operations Management
Ema Rukeviciute's RSM McGladrey Experience June 2008 - January 2011
Job Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP October 2013 - Present
Ernst & Young November 2011 - October 2013
McGladrery and Pullen November 2010 - November 2011
RSM McGladrey June 2008 - January 2011
Skills
Healthcare Consulting, Ambulatory Care, Financial Reporting, Auditing, Fixed Assets, Internal Controls, Accounting, Financial Analysis, Financial Accounting, Due Diligence, Financial Statements, Finance, Financial Audits, US GAAP, CPA, Sarbanes-Oxley Act, Assurance, Big 4, External Audit, Valuation, GAAP
Education
Pace University 2006 — 2010
MBA, Accounting
Siauliai University, Lithuania 1999 — 2004
Bachelor of Science, Physics and Other Nature Sciences
CohnReznick LLP October 2013 - Present
Ernst & Young November 2011 - October 2013
McGladrery and Pullen November 2010 - November 2011
RSM McGladrey June 2008 - January 2011
Skills
Healthcare Consulting, Ambulatory Care, Financial Reporting, Auditing, Fixed Assets, Internal Controls, Accounting, Financial Analysis, Financial Accounting, Due Diligence, Financial Statements, Finance, Financial Audits, US GAAP, CPA, Sarbanes-Oxley Act, Assurance, Big 4, External Audit, Valuation, GAAP
Education
Pace University 2006 — 2010
MBA, Accounting
Siauliai University, Lithuania 1999 — 2004
Bachelor of Science, Physics and Other Nature Sciences
Sara Webber Laczo Sara Webber Laczo's RSM McGladrey Experience January 2007 - September 2011
Job Corporate Communications Senior Director at McGladrey
Industry Public Relations and Communications
Experience
McGladrey August 2011 - Present
RSM McGladrey January 2007 - September 2011
Motorola July 2006 - December 2006
Fermi National Accelerator Laboratory April 2003 - September 2005
Fermi National Accelerator Laboratory July 2000 - April 2003
Sam Houston Middle School August 1999 - May 2000
Skills
Writing, Editing, Change Management, Executive Communications, Internal Communications, Corporate Branding, Public Relations, Public Speaking, Communication Training, Business Strategy, Corporate Communications, Community Development, Integrated Marketing, Leadership, Management, Marketing Communications, Marketing, Media Relations, Mergers, Project Planning, Research, Strategic Communications, Strategic Planning, Strategy, Team Leadership, Training, Communications Planning
Education
Northwestern University 2005 — 2006
Master of Science
The University of Texas at Austin 1995 — 1999
BA
Wheaton Warrenville South High School
McGladrey August 2011 - Present
RSM McGladrey January 2007 - September 2011
Motorola July 2006 - December 2006
Fermi National Accelerator Laboratory April 2003 - September 2005
Fermi National Accelerator Laboratory July 2000 - April 2003
Sam Houston Middle School August 1999 - May 2000
Skills
Writing, Editing, Change Management, Executive Communications, Internal Communications, Corporate Branding, Public Relations, Public Speaking, Communication Training, Business Strategy, Corporate Communications, Community Development, Integrated Marketing, Leadership, Management, Marketing Communications, Marketing, Media Relations, Mergers, Project Planning, Research, Strategic Communications, Strategic Planning, Strategy, Team Leadership, Training, Communications Planning
Education
Northwestern University 2005 — 2006
Master of Science
The University of Texas at Austin 1995 — 1999
BA
Wheaton Warrenville South High School
Julie Stankey Julie Stankey's RSM McGladrey Experience October 2005 - January 2006
Job Marketing Communications Specialist at Socius
Industry Computer Software
Experience
Socius January 2011 - Present
Socius January 2006 - January 2011
RSM McGladrey October 2005 - January 2006
American Express Tax and Business Services June 2003 - October 2005
Ohio Northern University - Petit College of Law 2001 - 2004
Skills
Great Plains Software, Microsoft CRM, ERP, Microsoft Dynamics, Business Intelligence, Management Consulting, Financials, Software Implementation, CRM, Marketing Communications, SaaS, Professional Services, Cloud Computing, SharePoint, Marketing, Consulting
Education
Ohio Northern University 2000 — 2004
BA, English (Creative Writing), Professional and Organizational Communications
Dublin Scioto High School
Socius January 2011 - Present
Socius January 2006 - January 2011
RSM McGladrey October 2005 - January 2006
American Express Tax and Business Services June 2003 - October 2005
Ohio Northern University - Petit College of Law 2001 - 2004
Skills
Great Plains Software, Microsoft CRM, ERP, Microsoft Dynamics, Business Intelligence, Management Consulting, Financials, Software Implementation, CRM, Marketing Communications, SaaS, Professional Services, Cloud Computing, SharePoint, Marketing, Consulting
Education
Ohio Northern University 2000 — 2004
BA, English (Creative Writing), Professional and Organizational Communications
Dublin Scioto High School
Gary Abayev Gary Abayev's RSM McGladrey Experience September 2005 - November 2007
Job VP of Business Applications and Systems Integration at The Moret Group
Industry Apparel & Fashion
Experience
The Moret Group December 2013 - Present
Forward Industries October 2011 - January 2014
Accessory Network Group January 2011 - December 2011
YAK PAK Inc. March 2008 - January 2011
Appsolute Consulting Group November 2007 - March 2008
RSM McGladrey September 2005 - November 2007
SCHOOLNET, Inc. December 2004 - September 2005
Yak Pak, Inc. January 2000 - December 2004
Skills
Microsoft Dynamics, SAP Business One, Microsoft CRM, Microsoft SQL Server, ERP, Crystal Reports, Architecture, EDI, Magento, Office 365, SSRS, Warehouse Management, Web Marketing, Cisco VoIP, Avaya Communication..., ETL, Enterprise Software, Microsoft Exchange, SharePoint, SQL, Data Warehousing, Sage MAS200, Citrix, Integration, Databases, E-commerce, Business Intelligence, T-SQL, Software Implementation, Business Analysis, Business Process, Cloud Computing, Software Development, Project Management, Software Project..., Management, Requirements Analysis, Retail, Networking, Microsoft Technologies, Consulting, Troubleshooting, Product Development
Education
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Computer Science
The Moret Group December 2013 - Present
Forward Industries October 2011 - January 2014
Accessory Network Group January 2011 - December 2011
YAK PAK Inc. March 2008 - January 2011
Appsolute Consulting Group November 2007 - March 2008
RSM McGladrey September 2005 - November 2007
SCHOOLNET, Inc. December 2004 - September 2005
Yak Pak, Inc. January 2000 - December 2004
Skills
Microsoft Dynamics, SAP Business One, Microsoft CRM, Microsoft SQL Server, ERP, Crystal Reports, Architecture, EDI, Magento, Office 365, SSRS, Warehouse Management, Web Marketing, Cisco VoIP, Avaya Communication..., ETL, Enterprise Software, Microsoft Exchange, SharePoint, SQL, Data Warehousing, Sage MAS200, Citrix, Integration, Databases, E-commerce, Business Intelligence, T-SQL, Software Implementation, Business Analysis, Business Process, Cloud Computing, Software Development, Project Management, Software Project..., Management, Requirements Analysis, Retail, Networking, Microsoft Technologies, Consulting, Troubleshooting, Product Development
Education
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Computer Science
Jessica Rish Jessica Rish's RSM McGladrey Experience April 2007 - March 2009
Job Supervising Senior Analyst at Global Tax Management
Industry Accounting
Experience
Global Tax Management December 2014 - Present
Global Tax Management November 2011 - Present
RSM McGladrey April 2007 - March 2009
CSC August 2004 - April 2007
KPMG, LLP August 2002 - August 2004
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Internal Controls
Education
University of North Carolina at Charlotte 2009 — 2010
Penn State University 1997 — 2001
B.S, Accounting and MIS
Global Tax Management December 2014 - Present
Global Tax Management November 2011 - Present
RSM McGladrey April 2007 - March 2009
CSC August 2004 - April 2007
KPMG, LLP August 2002 - August 2004
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Internal Controls
Education
University of North Carolina at Charlotte 2009 — 2010
Penn State University 1997 — 2001
B.S, Accounting and MIS
Sue Unverricht Sue Unverricht's RSM McGladrey Experience January 1998 - September 2003
Job Financial Professional, CPA
Industry Accounting
Experience
Holdsworth & Co CPA's August 2015 - Present
Prescott Area Wildland Urban Interface Commission 2011 - Present
Victor R Pereboom, CPA, PC October 2011 - August 2015
Awana Clubs International October 2005 - December 2010
HTH Accountants September 2003 - October 2005
RSM McGladrey January 1998 - September 2003
Skills
Accounting, Strategic Financial..., Financial Reporting, Financial Analysis, Non-profits, Tax, General Ledger, QuickBooks, Finance, Leadership, Mergers & Acquisitions, Nonprofits, Strategic Planning, Mergers, Team Leadership, Budgets
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BA, Economics
Holdsworth & Co CPA's August 2015 - Present
Prescott Area Wildland Urban Interface Commission 2011 - Present
Victor R Pereboom, CPA, PC October 2011 - August 2015
Awana Clubs International October 2005 - December 2010
HTH Accountants September 2003 - October 2005
RSM McGladrey January 1998 - September 2003
Skills
Accounting, Strategic Financial..., Financial Reporting, Financial Analysis, Non-profits, Tax, General Ledger, QuickBooks, Finance, Leadership, Mergers & Acquisitions, Nonprofits, Strategic Planning, Mergers, Team Leadership, Budgets
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BA, Economics
Michelle Hirsch Michelle Hirsch's RSM McGladrey Experience September 2005 - December 2009
Job Tax Senior at BlumShapiro
Industry Accounting
Experience
BlumShapiro October 2014 - Present
Putnam Investments June 2012 - September 2014
Stream Global Services May 2011 - April 2012
McGladrey December 2009 - May 2011
RSM MCGLADREY September 2005 - December 2009
AMEX TBS July 2003 - September 2005
Skills
Corporate Tax, Tax Research, GAAP, Tax Preparation, Income Tax, Tax, Partnership Taxation, Tax Accounting, General Ledger, Financial Reporting, Accounting, Financial Planners, Auditing, US GAAP, Accounts Payable, International Tax, IFRS, Account Reconciliation, Financial Accounting, Internal Controls, Internal Audit, Financial Statements, ProSystem fx Tax, External Audit, Cost Accounting, Sarbanes-Oxley Act, State Tax, Fund Accounting, FIN 48, Financial Analysis, Sales Tax, Tax Returns, Tax Law, SEC filings, Valuation, Transfer Pricing, Strategic Financial..., QuickBooks, Managerial Finance, Cash Management, Bookkeeping, Hyperion Enterprise, Mergers & Acquisitions, Due Diligence, Analysis, Revenue Recognition, Tax Advisory, Fixed Assets, Journal Entries, US Tax
Education
Northeastern University 1998 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Walpole High 1994 — 1998
BlumShapiro October 2014 - Present
Putnam Investments June 2012 - September 2014
Stream Global Services May 2011 - April 2012
McGladrey December 2009 - May 2011
RSM MCGLADREY September 2005 - December 2009
AMEX TBS July 2003 - September 2005
Skills
Corporate Tax, Tax Research, GAAP, Tax Preparation, Income Tax, Tax, Partnership Taxation, Tax Accounting, General Ledger, Financial Reporting, Accounting, Financial Planners, Auditing, US GAAP, Accounts Payable, International Tax, IFRS, Account Reconciliation, Financial Accounting, Internal Controls, Internal Audit, Financial Statements, ProSystem fx Tax, External Audit, Cost Accounting, Sarbanes-Oxley Act, State Tax, Fund Accounting, FIN 48, Financial Analysis, Sales Tax, Tax Returns, Tax Law, SEC filings, Valuation, Transfer Pricing, Strategic Financial..., QuickBooks, Managerial Finance, Cash Management, Bookkeeping, Hyperion Enterprise, Mergers & Acquisitions, Due Diligence, Analysis, Revenue Recognition, Tax Advisory, Fixed Assets, Journal Entries, US Tax
Education
Northeastern University 1998 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Walpole High 1994 — 1998
Igor Gourari, CPA Igor Gourari, CPA's RSM McGladrey Experience 2006 - 2007
Job Controller at Stonehaven, LLC
Industry Financial Services
Experience
STONEHAVEN, LLC June 2013 - Present
New Energy Fund LP June 2012 - June 2013
Hearst January 2012 - June 2012
PricewaterhouseCoopers 2007 - January 2012
RSM McGladrey 2006 - 2007
Farkouh, Furman & Faccio LLP 2003 - 2006
Skills
Financial Reporting, Accounting, Auditing, Tax, US GAAP, SEC filings, GAAP, Private Equity, Financial Accounting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Series 7, Series 63, Series 27, FINRA, Finance, CPA, Valuation, Hedge Funds, Investments, Alternative Investments, Financial Services, Financial Modeling, Financial Analysis, Due Diligence, Management, Corporate Finance, Mergers & Acquisitions, Asset Management, Financial Statements, Fund Of Funds, Internal Audit, IFRS, Venture Capital
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Financial Management and Taxation
Fordham University 1997 — 2000
Bachelor of Science (BS), Economics, Accounting
STONEHAVEN, LLC June 2013 - Present
New Energy Fund LP June 2012 - June 2013
Hearst January 2012 - June 2012
PricewaterhouseCoopers 2007 - January 2012
RSM McGladrey 2006 - 2007
Farkouh, Furman & Faccio LLP 2003 - 2006
Skills
Financial Reporting, Accounting, Auditing, Tax, US GAAP, SEC filings, GAAP, Private Equity, Financial Accounting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Series 7, Series 63, Series 27, FINRA, Finance, CPA, Valuation, Hedge Funds, Investments, Alternative Investments, Financial Services, Financial Modeling, Financial Analysis, Due Diligence, Management, Corporate Finance, Mergers & Acquisitions, Asset Management, Financial Statements, Fund Of Funds, Internal Audit, IFRS, Venture Capital
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Financial Management and Taxation
Fordham University 1997 — 2000
Bachelor of Science (BS), Economics, Accounting
David Weir David Weir's RSM McGladrey Experience November 2010 - August 2011
Job NCUA AMAC Analyst Contractor
Industry Financial Services
Experience
National Credit Union Administation AMAC May 2012 - Present
Expert Banking Services January 2012 - Present
Kline Loan Match™, a subsidiary of RW Kline Advisory Services. LLC January 2012 - May 2012
David J Weir Consulting February 2009 - September 2011
RSM McGladrey November 2010 - August 2011
Huron Consulting Group April 2010 - October 2010
Deloitte & Touche LP April 2009 - April 2010
Countrywide Home Loans January 2004 - March 2009
Washington Mutual Bank June 2001 - January 2004
LaFrontera Development, Round Rock, TX December 1998 - December 2000
Skills
Forensic Loan Review, Small Team Building, Task Delegation, Banking, Mortgage, Loans, Team Building, Small Business, Delegation, Mortgage Lending, Credit, Real Estate, Asset Management, Management, Finance, Commercial Lending, Underwriting, Mortgage Banking, Commercial Banking, Business Development, Relationship Management, Executive Management, Budgets, Mergers & Acquisitions, Portfolio Management, Real Estate Development, Commercial Mortgages, Training, Construction Loans, Credit Risk, Due Diligence, Financial Analysis, Negotiation, Risk Management, Sales
Education
Southern Methodist University 1981 — 1983
Certificate, Banking
New Mexico Highlands University 1978 — 1981
MBA, Business
The University of New Mexico 1969 — 1971
BBA, Business
National Credit Union Administation AMAC May 2012 - Present
Expert Banking Services January 2012 - Present
Kline Loan Match™, a subsidiary of RW Kline Advisory Services. LLC January 2012 - May 2012
David J Weir Consulting February 2009 - September 2011
RSM McGladrey November 2010 - August 2011
Huron Consulting Group April 2010 - October 2010
Deloitte & Touche LP April 2009 - April 2010
Countrywide Home Loans January 2004 - March 2009
Washington Mutual Bank June 2001 - January 2004
LaFrontera Development, Round Rock, TX December 1998 - December 2000
Skills
Forensic Loan Review, Small Team Building, Task Delegation, Banking, Mortgage, Loans, Team Building, Small Business, Delegation, Mortgage Lending, Credit, Real Estate, Asset Management, Management, Finance, Commercial Lending, Underwriting, Mortgage Banking, Commercial Banking, Business Development, Relationship Management, Executive Management, Budgets, Mergers & Acquisitions, Portfolio Management, Real Estate Development, Commercial Mortgages, Training, Construction Loans, Credit Risk, Due Diligence, Financial Analysis, Negotiation, Risk Management, Sales
Education
Southern Methodist University 1981 — 1983
Certificate, Banking
New Mexico Highlands University 1978 — 1981
MBA, Business
The University of New Mexico 1969 — 1971
BBA, Business
Melvin Faulkner's RSM McGladrey Experience 2004 - 2006
Job Marketing Business Risk at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services May 2015 - Present
Lutheran Child and Family Services of Illinois February 2005 - Present
Tenneco Inc. 2006 - February 2014
RSM McGladrey 2004 - 2006
Parson Consulting 2000 - 2003
NASD and CBOE 1993 - 2000
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Project Management, Process Improvement, GAAP, Financial Accounting, Sarbanes-Oxley, Accounting, Finance, Enterprise Risk..., Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Cost Accounting, US GAAP, SEC filings, Hyperion Enterprise, Financial Audits
Education
Purdue University
Finance
Discover Financial Services May 2015 - Present
Lutheran Child and Family Services of Illinois February 2005 - Present
Tenneco Inc. 2006 - February 2014
RSM McGladrey 2004 - 2006
Parson Consulting 2000 - 2003
NASD and CBOE 1993 - 2000
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Project Management, Process Improvement, GAAP, Financial Accounting, Sarbanes-Oxley, Accounting, Finance, Enterprise Risk..., Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Cost Accounting, US GAAP, SEC filings, Hyperion Enterprise, Financial Audits
Education
Purdue University
Finance
Joseph Clinton III, CIC, CPA Joseph Clinton III, CIC, CPA's RSM McGladrey Experience June 1996 - August 2000
Job Insurance Agent Commercial
Industry Insurance
Experience
Williams-Manny Inc. November 2009 - Present
John Morrissey Accountants, Inc. August 2000 - November 2009
RSM McGladrey June 1996 - August 2000
Skills
Liability, Insurance, Commercial Insurance, Property & Casualty..., Disability Insurance, Employee Benefits, Property, Risk Management, Health Insurance, Casualty, Underwriting, Life Insurance, Property & Casualty..., Brokers, Long-term Care, Small Business, Workers Compensation, Financial Planners, Fixed Annuities, 401k, Financial Planning, Strategic Planning
Education
Northern Illinois University - College of Business 1994 — 1996
B.S., Accountancy
Rock Valley College 1992 — 1994
A.A.
Jefferson High School 1988 — 1992
Williams-Manny Inc. November 2009 - Present
John Morrissey Accountants, Inc. August 2000 - November 2009
RSM McGladrey June 1996 - August 2000
Skills
Liability, Insurance, Commercial Insurance, Property & Casualty..., Disability Insurance, Employee Benefits, Property, Risk Management, Health Insurance, Casualty, Underwriting, Life Insurance, Property & Casualty..., Brokers, Long-term Care, Small Business, Workers Compensation, Financial Planners, Fixed Annuities, 401k, Financial Planning, Strategic Planning
Education
Northern Illinois University - College of Business 1994 — 1996
B.S., Accountancy
Rock Valley College 1992 — 1994
A.A.
Jefferson High School 1988 — 1992
Dorian Hunt Dorian Hunt's RSM McGladrey Experience January 2004 - November 2007
Job Ernst and Young National Tax Senior Manager in Tax Credit Investment Advisory Services
Industry Renewables & Environment
Experience
E & Y November 2007 - Present
Thinscape Media Systems August 2007 - December 2009
RSM McGladrey January 2004 - November 2007
Standish Consulting June 2003 - October 2004
Lutco, Inc February 2001 - July 2002
Skills
Tax, Financial Modeling, Tax Credits, Accounting, Due Diligence, Business Valuation, Renewable Energy, CPA, SQL, Python, US GAAP, Embedded C, .NET, HLBV, Google App Engine, ERP Software, COM, Objective-C, Corporate Tax, Financial Reporting, Auditing
Education
Northeastern University 2003 — 2004
MS, Accounting
Worcester Polytechnic Institute 1997 — 2002
BS, Computer Science
E & Y November 2007 - Present
Thinscape Media Systems August 2007 - December 2009
RSM McGladrey January 2004 - November 2007
Standish Consulting June 2003 - October 2004
Lutco, Inc February 2001 - July 2002
Skills
Tax, Financial Modeling, Tax Credits, Accounting, Due Diligence, Business Valuation, Renewable Energy, CPA, SQL, Python, US GAAP, Embedded C, .NET, HLBV, Google App Engine, ERP Software, COM, Objective-C, Corporate Tax, Financial Reporting, Auditing
Education
Northeastern University 2003 — 2004
MS, Accounting
Worcester Polytechnic Institute 1997 — 2002
BS, Computer Science
Richard Mangus Richard Mangus's RSM McGladrey Experience January 2005 - January 2007
Job Tax Accountant, AMS Tax Service, Inc.
Industry Accounting
Experience
AMS Tax Service, Inc. October 2007 - Present
Swenson Advisors, LLP January 2007 - October 2007
RSM McGladrey January 2005 - January 2007
Skills
Partnership Taxation, Accounting, Corporate Tax, QuickBooks, Tax Research, Business Entity..., Individual Taxation, International Tax, S Corporations, CPA, Bookkeeping, Sales Tax, High Net Worth..., Income Tax, Tax Advisory, Payroll Taxes, US Tax, Tax Accounting, IRS, ProSystem fx Tax
Education
San Diego State University-California State University 2006 — 2008
Masters, Taxation
Point Loma Nazarene University 2002 — 2005
Bachelors, Accounting, Business Administration
AMS Tax Service, Inc. October 2007 - Present
Swenson Advisors, LLP January 2007 - October 2007
RSM McGladrey January 2005 - January 2007
Skills
Partnership Taxation, Accounting, Corporate Tax, QuickBooks, Tax Research, Business Entity..., Individual Taxation, International Tax, S Corporations, CPA, Bookkeeping, Sales Tax, High Net Worth..., Income Tax, Tax Advisory, Payroll Taxes, US Tax, Tax Accounting, IRS, ProSystem fx Tax
Education
San Diego State University-California State University 2006 — 2008
Masters, Taxation
Point Loma Nazarene University 2002 — 2005
Bachelors, Accounting, Business Administration
Tony Gracey Tony Gracey's RSM McGladrey Experience September 2009 - December 2011
Job Experienced AML/BSA consultant, Investigator and regulatory consultant for the Rack and the FDIC
Industry Banking
Experience
Gracey Security and Consulting January 1995 - Present
HSBC Global Banking and Markets May 2012 - July 2013
RSM McGladrey September 2009 - December 2011
Dominion Advisory Group October 2007 - November 2008
Oklahoma City Police Department December 1981 - February 2007
Skills
Fraud, Bank Secrecy Act, Compliance, Investigations, Compliance Audits, BSA, AML, USA PATRIOT Act, OFAC, Fraud Investigations, KYC, Compliance Management, Forensic Investigations, Fraud Prevention, Financial Institutions, Due Diligence, Investigation, Policy, Criminal Investigations, Anti-fraud, Law Enforcement, Private Investigations, Enforcement, Quality Auditing, Mortgage Lending, Internal Audit, Security, Auditing, Financial Risk, Risk Management, Operational Risk, Internal Controls, Risk Assessment, Forensic Analysis, Operational Risk..., Regulations, Enterprise Risk..., Banking, Fraud Detection, Credit, Loans, Forensic Accounting, Retail Banking, Executive Management, Certified Fraud Examiner, Litigation Support, Expert Witness, Background Checks, Credit Risk, Corporate Governance
Education
Oklahoma State University 1979 — 1984
Computer sciences
Oklahoma City Community College
Computer Programming
Gracey Security and Consulting January 1995 - Present
HSBC Global Banking and Markets May 2012 - July 2013
RSM McGladrey September 2009 - December 2011
Dominion Advisory Group October 2007 - November 2008
Oklahoma City Police Department December 1981 - February 2007
Skills
Fraud, Bank Secrecy Act, Compliance, Investigations, Compliance Audits, BSA, AML, USA PATRIOT Act, OFAC, Fraud Investigations, KYC, Compliance Management, Forensic Investigations, Fraud Prevention, Financial Institutions, Due Diligence, Investigation, Policy, Criminal Investigations, Anti-fraud, Law Enforcement, Private Investigations, Enforcement, Quality Auditing, Mortgage Lending, Internal Audit, Security, Auditing, Financial Risk, Risk Management, Operational Risk, Internal Controls, Risk Assessment, Forensic Analysis, Operational Risk..., Regulations, Enterprise Risk..., Banking, Fraud Detection, Credit, Loans, Forensic Accounting, Retail Banking, Executive Management, Certified Fraud Examiner, Litigation Support, Expert Witness, Background Checks, Credit Risk, Corporate Governance
Education
Oklahoma State University 1979 — 1984
Computer sciences
Oklahoma City Community College
Computer Programming
Ginny Kannenberg Ginny Kannenberg's RSM McGladrey Experience April 1986 - 2005
Job Consultant, Coach, Trainer at Momentum LLC
Industry Human Resources
Experience
Momentum - LLC January 2011 - Present
Approaches Consulting 1990 - 2011
Lee Hecht Harrison 2009 - 2010
RSM McGladrey April 1986 - 2005
Skills
Facilitation, Performance Management, Organizational..., Career Development, Culture Change, Organizational..., Training, Workshop Facilitation, Deferred Compensation, Leadership Development, Operational Excellence, Coaching, Personnel Management, Talent Management, Leadership, Career Counseling, Business Coaching, Executive Coaching, HR Consulting, Succession Planning, Personal Development, Strategy, Management, Process Improvement, Outplacement, Human Resources, Consulting, Management Consulting
Education
Coach University
Northern Illinois University
MA
University of Rhode Island
BS
Momentum - LLC January 2011 - Present
Approaches Consulting 1990 - 2011
Lee Hecht Harrison 2009 - 2010
RSM McGladrey April 1986 - 2005
Skills
Facilitation, Performance Management, Organizational..., Career Development, Culture Change, Organizational..., Training, Workshop Facilitation, Deferred Compensation, Leadership Development, Operational Excellence, Coaching, Personnel Management, Talent Management, Leadership, Career Counseling, Business Coaching, Executive Coaching, HR Consulting, Succession Planning, Personal Development, Strategy, Management, Process Improvement, Outplacement, Human Resources, Consulting, Management Consulting
Education
Coach University
Northern Illinois University
MA
University of Rhode Island
BS
Mike Mayhugh's RSM McGladrey Experience March 2006 - March 2010
Job Internal Review Specialist at FDIC
Industry Accounting
Experience
FDIC February 2010 - Present
RSM McGladrey March 2006 - March 2010
Civil Air Patrol February 2002 - February 2006
Skills
Certified Fraud Examiner, Certified Internal..., Certified Bank Examiner
Education
Oklahoma Christian University 1979 — 1983
Accounting
FDIC February 2010 - Present
RSM McGladrey March 2006 - March 2010
Civil Air Patrol February 2002 - February 2006
Skills
Certified Fraud Examiner, Certified Internal..., Certified Bank Examiner
Education
Oklahoma Christian University 1979 — 1983
Accounting
Steven Moos II, CPA Steven Moos II, CPA's RSM McGladrey Experience September 2006 - June 2011
Job Tax Supervisor at Matthews, Carter and Boyce, P.C.
Industry Accounting
Experience
Matthews, Carter and Boyce, P.C. July 2014 - Present
Matthews, Carter and Boyce, P.C. January 2013 - June 2014
August Accounting, PLLC July 2011 - December 2012
RSM McGladrey September 2006 - June 2011
Taxman, Inc. October 2005 - September 2006
Skills
CPA, Tax, Tax Accounting, Tax Preparation, Income Tax, Accounting, Financial Reporting, Tax Research, Corporate Tax, GAAP, Partnership Taxation, Financial Statements, Tax Returns
Education
North Dakota State University 2000 — 2005
Bachelor of Accountancy, Accounting
Matthews, Carter and Boyce, P.C. July 2014 - Present
Matthews, Carter and Boyce, P.C. January 2013 - June 2014
August Accounting, PLLC July 2011 - December 2012
RSM McGladrey September 2006 - June 2011
Taxman, Inc. October 2005 - September 2006
Skills
CPA, Tax, Tax Accounting, Tax Preparation, Income Tax, Accounting, Financial Reporting, Tax Research, Corporate Tax, GAAP, Partnership Taxation, Financial Statements, Tax Returns
Education
North Dakota State University 2000 — 2005
Bachelor of Accountancy, Accounting
Emilie Foy, CPA Emilie Foy, CPA's RSM McGladrey Experience 2002 - 2008
Job Tax Manager
Industry Accounting
Experience
Langdon & Company January 2009 - April 2014
RSM McGladrey 2002 - 2008
Education
University of North Carolina at Wilmington 2001 — 2002
Masters, Accounting
North Carolina State University 1996 — 2000
Bachelors, Accounting
Langdon & Company January 2009 - April 2014
RSM McGladrey 2002 - 2008
Education
University of North Carolina at Wilmington 2001 — 2002
Masters, Accounting
North Carolina State University 1996 — 2000
Bachelors, Accounting
Chris Djorup Chris Djorup's RSM McGladrey Experience July 2002 - July 2012
Job Experienced Database and Business Application Developer
Industry Accounting
Experience
McGladrey July 2012 - Present
RSM McGladrey July 2002 - July 2012
Skills
Financial Accounting, Business Process..., Great Plains Software, Microsoft Dynamics, Business Analysis, Process Improvement, Access, ERP, SSRS, Microsoft CRM, Microsoft SQL Server, Financial Reporting, SharePoint, Business Intelligence
Education
Princeton University 1977 — 1981
AB, Oriental Studies
McGladrey July 2012 - Present
RSM McGladrey July 2002 - July 2012
Skills
Financial Accounting, Business Process..., Great Plains Software, Microsoft Dynamics, Business Analysis, Process Improvement, Access, ERP, SSRS, Microsoft CRM, Microsoft SQL Server, Financial Reporting, SharePoint, Business Intelligence
Education
Princeton University 1977 — 1981
AB, Oriental Studies
Bruce Patrick Bruce Patrick's RSM McGladrey Experience August 2006 - August 2007
Job Retired International Tax Officer and CFO
Industry Accounting
Experience
ReServe Elder Service, Inc. November 2010 - November 2012
Grameen America, Inc. September 2009 - March 2011
PricewaterhouseCoopers September 2007 - July 2009
RSM McGladrey August 2006 - August 2007
Ernst & Young August 2000 - April 2002
Deloitte & Touche September 1995 - September 1999
Exxon August 1990 - August 1995
Chemical Bank (now J.P. Morgan Chase) September 1987 - July 1990
Revlon August 1985 - July 1987
Exxon August 1975 - July 1985
Education
New York University School of Law 1986 — 1987
L.L.M., Taxation
The University of Texas School of Law 1970 — 1975
J.D., Law
The University of Texas at Austin 1965 — 1969
B.A., Political Science
ReServe Elder Service, Inc. November 2010 - November 2012
Grameen America, Inc. September 2009 - March 2011
PricewaterhouseCoopers September 2007 - July 2009
RSM McGladrey August 2006 - August 2007
Ernst & Young August 2000 - April 2002
Deloitte & Touche September 1995 - September 1999
Exxon August 1990 - August 1995
Chemical Bank (now J.P. Morgan Chase) September 1987 - July 1990
Revlon August 1985 - July 1987
Exxon August 1975 - July 1985
Education
New York University School of Law 1986 — 1987
L.L.M., Taxation
The University of Texas School of Law 1970 — 1975
J.D., Law
The University of Texas at Austin 1965 — 1969
B.A., Political Science
Tom Schorr Tom Schorr's RSM McGladrey Experience January 1999 - July 2000
Job Director, Global Technology Alliances and Business Development at Dassault Systemes
Industry Computer Software
Experience
Dassault Systemes January 2008 - Present
Dassault Systemes September 2007 - January 2008
Dassault Systemes Americas July 2006 - August 2007
Dassault Systemes Americas September 2004 - June 2006
Dassault Systemes ENOVIA January 2003 - December 2005
Dassault Systemes ENOVIA October 2000 - December 2002
RSM McGladrey January 1999 - July 2000
Dawn Food Products January 1994 - December 1998
Skills
Business Process..., Product Lifecycle..., Enterprise Software, Competitive Analysis, Strategy, Business Development, Business Alliances, Strategic Partnerships, Product Marketing, Pre-sales, Manufacturing, Strategic Planning, Product Development, Business Strategy, Leadership, Consulting, Professional Services, Project Management, Partner Management, Product Management, SaaS, Solution Selling, Go-to-market Strategy
Education
University of Colorado Denver 1997 — 1998
MBA
Purdue University 1989 — 1993
BS
Dassault Systemes January 2008 - Present
Dassault Systemes September 2007 - January 2008
Dassault Systemes Americas July 2006 - August 2007
Dassault Systemes Americas September 2004 - June 2006
Dassault Systemes ENOVIA January 2003 - December 2005
Dassault Systemes ENOVIA October 2000 - December 2002
RSM McGladrey January 1999 - July 2000
Dawn Food Products January 1994 - December 1998
Skills
Business Process..., Product Lifecycle..., Enterprise Software, Competitive Analysis, Strategy, Business Development, Business Alliances, Strategic Partnerships, Product Marketing, Pre-sales, Manufacturing, Strategic Planning, Product Development, Business Strategy, Leadership, Consulting, Professional Services, Project Management, Partner Management, Product Management, SaaS, Solution Selling, Go-to-market Strategy
Education
University of Colorado Denver 1997 — 1998
MBA
Purdue University 1989 — 1993
BS
Sean Moore, CFA Sean Moore, CFA's RSM McGladrey Experience January 2001 - July 2011
Job Portfolio Consultant
Industry Financial Services
Experience
Schwab Private Client August 2011 - Present
RSM McGladrey January 2001 - July 2011
Education
Pacific Lutheran University - School of Business 1998 — 2001
Schwab Private Client August 2011 - Present
RSM McGladrey January 2001 - July 2011
Education
Pacific Lutheran University - School of Business 1998 — 2001
Mary Gehant Mary Gehant's RSM McGladrey Experience 2000 - 2003
Job Owner, M J Gehant CPA Ltd
Industry Accounting
Experience
National Society of Accountants 2008 - Present
M J Gehant CPA Ltd August 2003 - Present
RSM McGladrey 2000 - 2003
Crest Foods Co., Inc. 1989 - 1998
West Brooklyn Farmers Co-op 1979 - 1989
Skills
Small Business, Accounting, Tax, Financial Reporting, Tax Preparation, General Ledger, Owner of tax and..., Tax Advisory, Financial Accounting, Finance, CPA, Sales Tax, Payroll Taxes
Education
Northern Illinois University 1999 — 2000
BS, Accountancy
National Society of Accountants 2008 - Present
M J Gehant CPA Ltd August 2003 - Present
RSM McGladrey 2000 - 2003
Crest Foods Co., Inc. 1989 - 1998
West Brooklyn Farmers Co-op 1979 - 1989
Skills
Small Business, Accounting, Tax, Financial Reporting, Tax Preparation, General Ledger, Owner of tax and..., Tax Advisory, Financial Accounting, Finance, CPA, Sales Tax, Payroll Taxes
Education
Northern Illinois University 1999 — 2000
BS, Accountancy
Dave Swinehart,SPHR,CPA Dave Swinehart,SPHR,CPA's RSM McGladrey Experience September 2005 - February 2009
Job HR Change Agent with a passion for recruiting & employee engagement. Also, freelance voice over actor & guest lecturer
Industry Management Consulting
Experience
HealthScape Advisors LLC September 2009 - Present
Swinehart Inc June 2009 - Present
Various June 2010 - Present
RSM McGladrey September 2005 - February 2009
Ernst & Young March 2003 - September 2005
Robert Half October 2002 - March 2003
Arthur Andersen July 1996 - August 2002
Arthur Andersen April 1995 - July 1998
Arthur Andersen September 1991 - March 1996
Skills
Interviewing, Onboarding, Employer Branding, Performance Management, Talent Acquisition, Workforce Planning, Human Capital Management, Organizational..., Metrics, Employee Relations, Organizational Design, Compensation, Employee Engagement, Talent Assessment, Resume Writing, HR Strategy, Benefits, College Recruiting, Organizational..., Salary Negotiation, Benefits Administration, Professional Services, Strategic Planning, Benefits Negotiation, Employee Benefits, Voice Over, Voice Acting, Voiceovers, Personnel Management, Human Resources, Interviews, Talent Management, Recruiting, Management, Business Process..., Training, Mergers & Acquisitions, Temporary Placement, Hiring, Coaching, Analysis, Management Consulting, Consulting, Deferred Compensation
Education
Northern Illinois University 1987 — 1991
B.S., Accountancy
Lyons Township HS 1983 — 1987
HealthScape Advisors LLC September 2009 - Present
Swinehart Inc June 2009 - Present
Various June 2010 - Present
RSM McGladrey September 2005 - February 2009
Ernst & Young March 2003 - September 2005
Robert Half October 2002 - March 2003
Arthur Andersen July 1996 - August 2002
Arthur Andersen April 1995 - July 1998
Arthur Andersen September 1991 - March 1996
Skills
Interviewing, Onboarding, Employer Branding, Performance Management, Talent Acquisition, Workforce Planning, Human Capital Management, Organizational..., Metrics, Employee Relations, Organizational Design, Compensation, Employee Engagement, Talent Assessment, Resume Writing, HR Strategy, Benefits, College Recruiting, Organizational..., Salary Negotiation, Benefits Administration, Professional Services, Strategic Planning, Benefits Negotiation, Employee Benefits, Voice Over, Voice Acting, Voiceovers, Personnel Management, Human Resources, Interviews, Talent Management, Recruiting, Management, Business Process..., Training, Mergers & Acquisitions, Temporary Placement, Hiring, Coaching, Analysis, Management Consulting, Consulting, Deferred Compensation
Education
Northern Illinois University 1987 — 1991
B.S., Accountancy
Lyons Township HS 1983 — 1987
Cathy Stemple Cathy Stemple's RSM McGladrey Experience 2000 - 2007
Job Principle at Biegler & Associates
Industry Accounting
Experience
Biegler & Associates August 2007 - Present
RSM McGlardey October 2000 - August 2007
rsm mcgladrey 2000 - 2007
McGladrey & Pullen 2000 - 2007
Sabitini Winn/schultz & Associates September 1996 - September 2000
Marina Resorts Group October 1991 - October 1996
Martin Marietta July 1989 - October 1991
Martin Mareitta 1989 - 1991
martin Marietta 1989 - 1990
Comsearch January 1987 - July 1989
Skills
Real Estate, Tax, Accounting, Income Tax, Professional Services, Strategic Planning, Corporate Tax, Quickbooks, Management Consulting, Small Business, Budgeting, QuickBooks, GAAP, CPA, Tax Research, Financial Reporting, Tax Returns, Partnership Taxation, Tax Preparation, Sales Tax, Tax Accounting, Auditing, Internal Controls, Forensic Accounting, SEC filings, Budgets
Education
Virginia Commonwealth University 1998 — 2002
Master Tax, Tax
Old Dominion University 1982 — 1986
BS Business Admin., Accounting
Biegler & Associates August 2007 - Present
RSM McGlardey October 2000 - August 2007
rsm mcgladrey 2000 - 2007
McGladrey & Pullen 2000 - 2007
Sabitini Winn/schultz & Associates September 1996 - September 2000
Marina Resorts Group October 1991 - October 1996
Martin Marietta July 1989 - October 1991
Martin Mareitta 1989 - 1991
martin Marietta 1989 - 1990
Comsearch January 1987 - July 1989
Skills
Real Estate, Tax, Accounting, Income Tax, Professional Services, Strategic Planning, Corporate Tax, Quickbooks, Management Consulting, Small Business, Budgeting, QuickBooks, GAAP, CPA, Tax Research, Financial Reporting, Tax Returns, Partnership Taxation, Tax Preparation, Sales Tax, Tax Accounting, Auditing, Internal Controls, Forensic Accounting, SEC filings, Budgets
Education
Virginia Commonwealth University 1998 — 2002
Master Tax, Tax
Old Dominion University 1982 — 1986
BS Business Admin., Accounting
Steven Witten, CPA, CFE, CFF Steven Witten, CPA, CFE, CFF's RSM McGladrey Experience 2002 - 2009
Job Experienced Forensic, Litigation & Insurance Advisor
Industry Accounting
Experience
SMART DEVINE September 2009 - Present
RSM McGladrey 2002 - 2009
BDO Seidman, LLP January 2000 - April 2002
James A. Grundy Agency, Inc. June 1997 - December 1999
Skills
Forensic Accounting, Fraud, Certified Fraud Examiner, Expert Witness, Litigation Consulting, Business Advisory, Accounting, CPA, Forensic Analysis, Litigation Support, Claim, Litigation, Due Diligence, Finance, GAAP, Financial Accounting, Internal Controls, General Ledger, Corporate Tax, Valuation, Financial Analysis, Tax Accounting, Tax, Tax Returns, Income Tax
Education
Penn State University 1973 — 1978
BS, Accounting
Haverford High School 1970 — 1973
SMART DEVINE September 2009 - Present
RSM McGladrey 2002 - 2009
BDO Seidman, LLP January 2000 - April 2002
James A. Grundy Agency, Inc. June 1997 - December 1999
Skills
Forensic Accounting, Fraud, Certified Fraud Examiner, Expert Witness, Litigation Consulting, Business Advisory, Accounting, CPA, Forensic Analysis, Litigation Support, Claim, Litigation, Due Diligence, Finance, GAAP, Financial Accounting, Internal Controls, General Ledger, Corporate Tax, Valuation, Financial Analysis, Tax Accounting, Tax, Tax Returns, Income Tax
Education
Penn State University 1973 — 1978
BS, Accounting
Haverford High School 1970 — 1973
Rajiv Punj, CPA Rajiv Punj, CPA's RSM McGladrey Experience January 2005 - June 2011
Job Tax Manager at The Abrix Group, LP
Industry Accounting
Experience
The Abrix Group, LP June 2011 - Present
RSM McGladrey January 2005 - June 2011
Thomson Fast-Tax September 2000 - December 2004
Skills
Estate Planning, Tax Accounting, Tax, Income Tax, Trusts, Tax Returns, Accounting, Corporate Tax, Partnership Taxation, Tax Advisory, CPA, Tax Preparation, Tax Law
Education
Northern Illinois University 2003 — 2006
MST, Taxation
Punjabi University 1994 — 1996
MBA, Business Adminitration
Punjabi University 1991 — 1994
Bachelor's degree in Science, Biology and Chemistry, A
Sainik School Kapurthala
The Abrix Group, LP June 2011 - Present
RSM McGladrey January 2005 - June 2011
Thomson Fast-Tax September 2000 - December 2004
Skills
Estate Planning, Tax Accounting, Tax, Income Tax, Trusts, Tax Returns, Accounting, Corporate Tax, Partnership Taxation, Tax Advisory, CPA, Tax Preparation, Tax Law
Education
Northern Illinois University 2003 — 2006
MST, Taxation
Punjabi University 1994 — 1996
MBA, Business Adminitration
Punjabi University 1991 — 1994
Bachelor's degree in Science, Biology and Chemistry, A
Sainik School Kapurthala
John Liacone John Liacone's RSM McGladrey Experience February 2001 - July 2010
Job Managing Director/Founder at The Overture Group/Executive & Professional Search
Industry Human Resources
Experience
The Overture Group,LLC August 2010 - Present
RSM McGladrey February 2001 - July 2010
Castle Metals June 1998 - February 2001
Montell Search January 1993 - June 1998
Skills
Executive Search, Interim Management..., Staffing Services, Temporary Staffing, Career Counseling, Outplacement, Personnel Management, Employer Branding, Human Resources, Employee Engagement, Temporary Placement, Applicant Tracking..., Recruiting, Internet Recruiting, Management Consulting, Workforce Planning, Talent Management, Coaching, Hiring, Employee Benefits, HR Consulting, Accounting, Training, Management, Strategy, Leadership, Talent Acquisition, HR Policies, Onboarding, HRIS, Permanent Placement, Leadership Development, Sourcing, Financial Services, Staff Development, Strategic Partnerships, Interviews, Organizational..., Technical Recruiting, Employee Training, Networking, Succession Planning, College Recruiting, Change Management, Consulting, Contract Recruitment, Executive Management, Career Development, Employee Relations, Performance Management
Education
Northeastern Illinois University 1987 — 1990
BS
Southwestern College 1986 — 1987
Associate of Science (AS)
The Overture Group,LLC August 2010 - Present
RSM McGladrey February 2001 - July 2010
Castle Metals June 1998 - February 2001
Montell Search January 1993 - June 1998
Skills
Executive Search, Interim Management..., Staffing Services, Temporary Staffing, Career Counseling, Outplacement, Personnel Management, Employer Branding, Human Resources, Employee Engagement, Temporary Placement, Applicant Tracking..., Recruiting, Internet Recruiting, Management Consulting, Workforce Planning, Talent Management, Coaching, Hiring, Employee Benefits, HR Consulting, Accounting, Training, Management, Strategy, Leadership, Talent Acquisition, HR Policies, Onboarding, HRIS, Permanent Placement, Leadership Development, Sourcing, Financial Services, Staff Development, Strategic Partnerships, Interviews, Organizational..., Technical Recruiting, Employee Training, Networking, Succession Planning, College Recruiting, Change Management, Consulting, Contract Recruitment, Executive Management, Career Development, Employee Relations, Performance Management
Education
Northeastern Illinois University 1987 — 1990
BS
Southwestern College 1986 — 1987
Associate of Science (AS)
Brian Kelleher Brian Kelleher's RSM McGladrey Experience December 1995 - September 2006
Job Tax Partner at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2006 - July 2014
RSM McGladrey December 1995 - September 2006
Skills
CPA, Tax Advisory, Tax Accounting, Tax Research, Partnership Taxation, Financial Planners, Tax, GAAP
Education
Pace University 2001 — 2003
Master of Science, Taxation
University of Maryland College Park 1985 — 1989
Bachelor of Science, Accounting
KPMG US July 2014 - Present
Rothstein Kass October 2006 - July 2014
RSM McGladrey December 1995 - September 2006
Skills
CPA, Tax Advisory, Tax Accounting, Tax Research, Partnership Taxation, Financial Planners, Tax, GAAP
Education
Pace University 2001 — 2003
Master of Science, Taxation
University of Maryland College Park 1985 — 1989
Bachelor of Science, Accounting
Jeffrey Corcoran Jeffrey Corcoran's RSM McGladrey Experience August 1998 - April 2001
Job HP Servers Field Enablement at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard September 2013 - Present
Hewlett-Packard December 2011 - September 2013
Hewlett-Packard August 2010 - December 2011
Ricoh May 2001 - July 2010
RSM McGladrey August 1998 - April 2001
LOCIS (Local Government Computer and Information Service) May 1993 - August 1998
Village of Machesney Park January 1990 - May 1993
Skills
Negotiation, SaaS, Analysis, Solution Selling, Enterprise Software, Salesforce.com, Channel, Sales Operations, Management, Sales Process, Managed Services, Professional Services, B2B, New Business Development, Competitive Analysis, Managed Print Services, Cross-functional Team..., Sales Management, Strategy, Sales Presentations, Document Management, Direct Sales, Sales, Customer Satisfaction, Leadership
Education
Northern Illinois University 1990 — 1992
B.S. Finance
Hewlett-Packard September 2013 - Present
Hewlett-Packard December 2011 - September 2013
Hewlett-Packard August 2010 - December 2011
Ricoh May 2001 - July 2010
RSM McGladrey August 1998 - April 2001
LOCIS (Local Government Computer and Information Service) May 1993 - August 1998
Village of Machesney Park January 1990 - May 1993
Skills
Negotiation, SaaS, Analysis, Solution Selling, Enterprise Software, Salesforce.com, Channel, Sales Operations, Management, Sales Process, Managed Services, Professional Services, B2B, New Business Development, Competitive Analysis, Managed Print Services, Cross-functional Team..., Sales Management, Strategy, Sales Presentations, Document Management, Direct Sales, Sales, Customer Satisfaction, Leadership
Education
Northern Illinois University 1990 — 1992
B.S. Finance
Brian Beatty's RSM McGladrey Experience April 2010 - June 2010
Job Solution Architect/Technical Lead
Industry Information Technology and Services
Experience
Magenic April 2014 - Present
Sogeti June 2010 - April 2014
Arthur J. Gallagher & Co. 2011 - 2012
Arthur J. Gallagher & Co. 2011 - 2012
RSM McGladrey April 2010 - June 2010
Cision May 2009 - February 2010
Deloitte January 2006 - February 2009
Solution Partners November 1997 - December 2005
NNR Global Logistics 2002 - 2004
Click Commerce 1998 - October 2001
Skills
iPhone, .NET, C#, SQL Server, WCF, UML, ASP.NET, Software Development, Web Development, Web Services, Web Applications, Social Media, Mentoring, Architectural Modeling, Entity Framework, Microsoft, NUnit, Windows Azure, Microsoft CRM, HTML5, Microsoft SQL Server, LINQ, SharePoint, AJAX, VB.NET, Databases, JavaScript, XML
Education
Northern Illinois University 2013 — 2014
Master of Business Administration (MBA)
Purdue University 1988 — 1994
BS, Computer Technology
Magenic April 2014 - Present
Sogeti June 2010 - April 2014
Arthur J. Gallagher & Co. 2011 - 2012
Arthur J. Gallagher & Co. 2011 - 2012
RSM McGladrey April 2010 - June 2010
Cision May 2009 - February 2010
Deloitte January 2006 - February 2009
Solution Partners November 1997 - December 2005
NNR Global Logistics 2002 - 2004
Click Commerce 1998 - October 2001
Skills
iPhone, .NET, C#, SQL Server, WCF, UML, ASP.NET, Software Development, Web Development, Web Services, Web Applications, Social Media, Mentoring, Architectural Modeling, Entity Framework, Microsoft, NUnit, Windows Azure, Microsoft CRM, HTML5, Microsoft SQL Server, LINQ, SharePoint, AJAX, VB.NET, Databases, JavaScript, XML
Education
Northern Illinois University 2013 — 2014
Master of Business Administration (MBA)
Purdue University 1988 — 1994
BS, Computer Technology
Bryce Jones Bryce Jones's RSM McGladrey Experience January 1982 - October 1986
Job San Diego Small Business Consultant
Industry Financial Services
Experience
San Diego Small Biz Assist February 2010 - Present
The Corky McMillin Companies August 1988 - December 2008
Lenders Corporation October 1986 - August 1988
RSM McGladrey January 1982 - October 1986
Skills
Quickbooks, Accounting, Small Business, Cash Management, Small Business..., Cash Flow, Real Estate, Microsoft Office, Financial Accounting, Forecasting, Management Consulting, Financial Analysis, Management, QuickBooks, Auditing, Budgets, Financial Reporting, Strategic Financial..., Financial Modeling, Finance, Start-ups, Strategic Planning, Investments, Managerial Finance
Education
National University 1982 — 1983
MBA, Accounting
University of Washington 1965 — 1969
BA, Business Administration
San Diego Small Biz Assist February 2010 - Present
The Corky McMillin Companies August 1988 - December 2008
Lenders Corporation October 1986 - August 1988
RSM McGladrey January 1982 - October 1986
Skills
Quickbooks, Accounting, Small Business, Cash Management, Small Business..., Cash Flow, Real Estate, Microsoft Office, Financial Accounting, Forecasting, Management Consulting, Financial Analysis, Management, QuickBooks, Auditing, Budgets, Financial Reporting, Strategic Financial..., Financial Modeling, Finance, Start-ups, Strategic Planning, Investments, Managerial Finance
Education
National University 1982 — 1983
MBA, Accounting
University of Washington 1965 — 1969
BA, Business Administration
Alison (Blackmore) Bogart's RSM McGladrey Experience 2006 - 2007
Job Fraud Prevention Auditor, CFE, CIA, CISA
Industry Accounting
Experience
Florida Institute of Technology March 2013 - Present
Bogart Risk Auditing, LLC 2007 - Present
RSM McGladrey 2006 - 2007
Farmland Foods 2004 - 2006
Sprint 2003 - 2004
Deloitte & Touche 2001 - 2003
H&R Block 1999 - 1999
Skills
Certified Fraud..., Certified Internal..., Certified Information..., Data Mining, computer assisted..., ACL, IDEA, Certified Fraud Examiner, Internal Audit, Duplicate Payment..., IT Audit, SOX, Internal Controls, Fraud Prevention, CISA, Compliance Audits, Fraud Investigations, Risk Assessment, Fraud, Compliance, Forensic Accounting, Risk, Risk Management, Risk Mitigation, Accounting, Process Improvement, Financial Analysis, Governance, Data Analysis, Sarbanes-Oxley Act, Financial Risk, Policy, Quality Auditing, Sarbanes-Oxley, Training, Public Speaking
Education
Pittsburg State University 1996 — 2001
BBA, Accounting major & Computer Info Systems major (Double Major), 3.84
Florida Institute of Technology March 2013 - Present
Bogart Risk Auditing, LLC 2007 - Present
RSM McGladrey 2006 - 2007
Farmland Foods 2004 - 2006
Sprint 2003 - 2004
Deloitte & Touche 2001 - 2003
H&R Block 1999 - 1999
Skills
Certified Fraud..., Certified Internal..., Certified Information..., Data Mining, computer assisted..., ACL, IDEA, Certified Fraud Examiner, Internal Audit, Duplicate Payment..., IT Audit, SOX, Internal Controls, Fraud Prevention, CISA, Compliance Audits, Fraud Investigations, Risk Assessment, Fraud, Compliance, Forensic Accounting, Risk, Risk Management, Risk Mitigation, Accounting, Process Improvement, Financial Analysis, Governance, Data Analysis, Sarbanes-Oxley Act, Financial Risk, Policy, Quality Auditing, Sarbanes-Oxley, Training, Public Speaking
Education
Pittsburg State University 1996 — 2001
BBA, Accounting major & Computer Info Systems major (Double Major), 3.84
Jennifer Bluestein Jennifer Bluestein's RSM McGladrey Experience February 2001 - January 2003
Job
Industry Law Practice
Experience
Greenberg Traurig LLP July 2008 - Present
Baker & McKenzie September 2003 - July 2008
RSM McGladrey February 2001 - January 2003
Seyfarth Shaw 1999 - 2000
Skills
Staff Retention, Employment Law, Mediation, Litigation, Corporate Governance, Succession Planning, Talent Management, Employee Benefits, Performance Management, Recruiting, Professional..., Human Resources, Training, Leadership Development
Education
Northwestern University School of Law 1993 — 1996
J.D., Law
Tufts University 1989 — 1992
BA, History
Greenberg Traurig LLP July 2008 - Present
Baker & McKenzie September 2003 - July 2008
RSM McGladrey February 2001 - January 2003
Seyfarth Shaw 1999 - 2000
Skills
Staff Retention, Employment Law, Mediation, Litigation, Corporate Governance, Succession Planning, Talent Management, Employee Benefits, Performance Management, Recruiting, Professional..., Human Resources, Training, Leadership Development
Education
Northwestern University School of Law 1993 — 1996
J.D., Law
Tufts University 1989 — 1992
BA, History
Robert K. Duggan, CPA, CISSP Robert K. Duggan, CPA, CISSP's RSM McGladrey Experience November 2006 - July 2008
Job Managing Director, Internal Audit, Amedisys Inc.
Industry Health, Wellness and Fitness
Experience
Amedisys March 2011 - Present
Thomas & Betts November 2008 - June 2010
RSM McGladrey November 2006 - July 2008
Reznick Group January 2005 - December 2006
Universal Leaf Tobacco Company 1998 - 2005
New Vavin Inc. January 2001 - November 2002
Skills
Due Diligence, Sarbanes-Oxley Act, Auditing, CISA, Information Security, Internal Controls, Accounting, SEC filings, Internal Audit, Financial Reporting, Sarbanes-Oxley, GAAP, External Audit, IT Audit, Financial Analysis, Forecasting, Process Improvement, US GAAP, Risk Management, Governance, Finance, Business Process, CPA, ERP, Financial Statements, Enterprise Risk..., Managerial Finance, Consolidation, Variance Analysis, General Ledger, SEC Filings
Education
North Carolina State University 1992 — 1997
BS, Accounting
Amedisys March 2011 - Present
Thomas & Betts November 2008 - June 2010
RSM McGladrey November 2006 - July 2008
Reznick Group January 2005 - December 2006
Universal Leaf Tobacco Company 1998 - 2005
New Vavin Inc. January 2001 - November 2002
Skills
Due Diligence, Sarbanes-Oxley Act, Auditing, CISA, Information Security, Internal Controls, Accounting, SEC filings, Internal Audit, Financial Reporting, Sarbanes-Oxley, GAAP, External Audit, IT Audit, Financial Analysis, Forecasting, Process Improvement, US GAAP, Risk Management, Governance, Finance, Business Process, CPA, ERP, Financial Statements, Enterprise Risk..., Managerial Finance, Consolidation, Variance Analysis, General Ledger, SEC Filings
Education
North Carolina State University 1992 — 1997
BS, Accounting
Nikkie Holtwick's RSM McGladrey Experience May 2007 - August 2007
Job Regional Marketing Director
Industry Marketing and Advertising
Experience
Nerium International March 2014 - Present
P3XBRL April 2013 - July 2014
GKN Sinter Metals March 2011 - April 2013
Susan G. Komen for the Cure September 2009 - April 2010
BKD, LLP January 2009 - April 2009
Kawasaki Motors September 2008 - December 2008
RSM McGladrey May 2007 - August 2007
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Statements, Financial Accounting, Financial Analysis, Payroll, Finance, Non-profits, Fixed Assets, Manufacturing, General Ledger, Accounts Receivable, Tax, Accounts Payable, SEC filings, Account Reconciliation, Journal Entries, Hyperion Enterprise, GAAP, Tax Research, Accruals, PeopleSoft, Tax Returns, Year-end Close, Financial Audits, Management
Education
University of Missouri-Kansas City 2009 — 2010
Masters, Accounting
Northwest Missouri State University 2005 — 2008
Bachelor of Science, Public Accounting
Nerium International March 2014 - Present
P3XBRL April 2013 - July 2014
GKN Sinter Metals March 2011 - April 2013
Susan G. Komen for the Cure September 2009 - April 2010
BKD, LLP January 2009 - April 2009
Kawasaki Motors September 2008 - December 2008
RSM McGladrey May 2007 - August 2007
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Statements, Financial Accounting, Financial Analysis, Payroll, Finance, Non-profits, Fixed Assets, Manufacturing, General Ledger, Accounts Receivable, Tax, Accounts Payable, SEC filings, Account Reconciliation, Journal Entries, Hyperion Enterprise, GAAP, Tax Research, Accruals, PeopleSoft, Tax Returns, Year-end Close, Financial Audits, Management
Education
University of Missouri-Kansas City 2009 — 2010
Masters, Accounting
Northwest Missouri State University 2005 — 2008
Bachelor of Science, Public Accounting
Marci (Thompson) Stanley, CPA Marci (Thompson) Stanley, CPA's RSM McGladrey Experience November 2000 - August 2004
Job Tax Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP January 2011 - May 2014
BKD CPAs & Advisors August 2008 - January 2011
Sanders & Co, LLC August 2005 - July 2008
Brinker International August 2004 - August 2005
RSM McGladrey November 2000 - August 2004
Arthur Andersen LLP July 1999 - November 2000
Skills
CPA, Tax, Corporate Tax, Financial Reporting, Tax Preparation, GAAP, Tax Research, US GAAP, Outlook, Accounting, Tax Accounting, Income Tax
Education
Oklahoma State University 1996 — 1999
MS In Acctg, Accounting
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP January 2011 - May 2014
BKD CPAs & Advisors August 2008 - January 2011
Sanders & Co, LLC August 2005 - July 2008
Brinker International August 2004 - August 2005
RSM McGladrey November 2000 - August 2004
Arthur Andersen LLP July 1999 - November 2000
Skills
CPA, Tax, Corporate Tax, Financial Reporting, Tax Preparation, GAAP, Tax Research, US GAAP, Outlook, Accounting, Tax Accounting, Income Tax
Education
Oklahoma State University 1996 — 1999
MS In Acctg, Accounting
Bob Hickman Bob Hickman's RSM McGladrey Experience May 1979 - May 1997
Job Owner, Chenhall's Staffing and HR Network an 8(a), MBE and TERO Certified Business
Industry Staffing and Recruiting
Experience
Chenhall's Staffing and HR Network September 2000 - Present
Hickman & Associates September 1997 - September 2000
RSM McGladrey May 1979 - May 1997
McGladrey & Pullen 1979 - 1997
Education
Oklahoma State University 1965 — 1972
Chenhall's Staffing and HR Network September 2000 - Present
Hickman & Associates September 1997 - September 2000
RSM McGladrey May 1979 - May 1997
McGladrey & Pullen 1979 - 1997
Education
Oklahoma State University 1965 — 1972
Diana Lloyd, CPA, CFO Diana Lloyd, CPA, CFO's RSM McGladrey Experience 2007 - 2008
Job Principal Owner/Founder of Lloyd Forensic & Accounting Services Corp
Industry Accounting
Experience
Lloyd Forensic & Accounting Services Corp January 2000 - Present
RSM McGladrey 2007 - 2008
West Jefferson Medical Center September 2006 - July 2007
Jefferson Wells 2006 - 2007
Taylor Rafferty 1999 - 2000
Skills
Risk Management, Contract Negotiations, Policy, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Accounting, Forecasting, Budgets, GAAP, Analysis, General Ledger, Cost Accounting, Finance, Financial Accounting, Management
Education
Pace University 1999 — 2003
Bachelor's degree, Accounting
Lloyd Forensic & Accounting Services Corp January 2000 - Present
RSM McGladrey 2007 - 2008
West Jefferson Medical Center September 2006 - July 2007
Jefferson Wells 2006 - 2007
Taylor Rafferty 1999 - 2000
Skills
Risk Management, Contract Negotiations, Policy, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Accounting, Forecasting, Budgets, GAAP, Analysis, General Ledger, Cost Accounting, Finance, Financial Accounting, Management
Education
Pace University 1999 — 2003
Bachelor's degree, Accounting
Phil Harder's RSM McGladrey Experience August 1995 - July 1999
Job IT Manager Farmers & Merchants Bank
Industry Banking
Experience
F&M Bank August 2007 - Present
Rockingham Heritage Bank August 1999 - July 2007
RSM McGladrey August 1995 - July 1999
Rockingham Memorial Hospital April 1993 - July 1995
Eastern Mennonite University March 1989 - March 1993
Skills
Cisco Technologies, LAN-WAN, VMware, VoIP, Linux, Windows, Troubleshooting, Disaster Recovery, Cisco IOS, Firewalls, Routers, Network Security, Switches, Data Center, DHCP, Juniper, Joomla, SAN
Education
Pittsburg State University 1983 — 1986
BS, Electronic Engineering Technology
Hesston College 1981 — 1983
AA, Electronics
F&M Bank August 2007 - Present
Rockingham Heritage Bank August 1999 - July 2007
RSM McGladrey August 1995 - July 1999
Rockingham Memorial Hospital April 1993 - July 1995
Eastern Mennonite University March 1989 - March 1993
Skills
Cisco Technologies, LAN-WAN, VMware, VoIP, Linux, Windows, Troubleshooting, Disaster Recovery, Cisco IOS, Firewalls, Routers, Network Security, Switches, Data Center, DHCP, Juniper, Joomla, SAN
Education
Pittsburg State University 1983 — 1986
BS, Electronic Engineering Technology
Hesston College 1981 — 1983
AA, Electronics
Ronilu Thompson's RSM McGladrey Experience October 2008 - November 2009
Job Managing Partner Taylor Thompson & Hausman, LLC
Industry Accounting
Experience
Taylor Thompson & Hausman, LLC October 2010 - Present
Helen M Taylor, CPA PC November 2009 - October 2010
RSM McGladrey October 2008 - November 2009
Hershewe and Company, PC June 1987 - October 2008
Skills
General Ledger, Tax Research, Tax Accounting, Tax, Income Tax, Accounting, Corporate Tax, Tax Preparation, CPA, QuickBooks, Tax Returns, Sales Tax, Payroll Taxes, Partnership Taxation
Education
Northwest Missouri State University
Bachelor of Science, Business Administration
South Harrison High School
Taylor Thompson & Hausman, LLC October 2010 - Present
Helen M Taylor, CPA PC November 2009 - October 2010
RSM McGladrey October 2008 - November 2009
Hershewe and Company, PC June 1987 - October 2008
Skills
General Ledger, Tax Research, Tax Accounting, Tax, Income Tax, Accounting, Corporate Tax, Tax Preparation, CPA, QuickBooks, Tax Returns, Sales Tax, Payroll Taxes, Partnership Taxation
Education
Northwest Missouri State University
Bachelor of Science, Business Administration
South Harrison High School
Alese Campbell Alese Campbell's RSM McGladrey Experience March 2007 - February 2010
Job Corporate Showroom Manager at Crawford Supply
Industry Program Development
Experience
Crawford Supply July 2014 - Present
North Park University January 2009 - Present
Shaw Media November 2012 - September 2013
GLMV Chamber of Commerce November 2010 - October 2012
RSM McGladrey March 2007 - February 2010
College of Lake County August 1999 - March 2007
White Hen Pantry 1985 - 1999
Skills
Non-profits, Economic Development, Account Management, Fundraising, Strategic Planning, Public Speaking, Marketing, Management, Volunteer Management, Small Business, Nonprofits, Social Media, Leadership, Time Management, Entrepreneurship, Team Leadership, Social Media Marketing, Budgets, Program Management, Advertising, Marketing Strategy, Community Outreach, Event Planning, Strategic Partnerships, Team Building, Coaching, Business Strategy, Business Planning, Training, Leadership Development, Analysis, Customer Service, Management Consulting, Proposal Writing, Recruiting, Sales, Organizational..., Public Relations, Community Development, Strategy, Networking, Grants, Program Development, Business Development, Staff Development, Federal Grants..., Grant Writing, Marketing Communications, Policy, Event Management
Education
North Park University 2004 — 2006
MBA, Business
Western Illinois University 1975 — 1979
Bachelor of Business, Accounting
Crawford Supply July 2014 - Present
North Park University January 2009 - Present
Shaw Media November 2012 - September 2013
GLMV Chamber of Commerce November 2010 - October 2012
RSM McGladrey March 2007 - February 2010
College of Lake County August 1999 - March 2007
White Hen Pantry 1985 - 1999
Skills
Non-profits, Economic Development, Account Management, Fundraising, Strategic Planning, Public Speaking, Marketing, Management, Volunteer Management, Small Business, Nonprofits, Social Media, Leadership, Time Management, Entrepreneurship, Team Leadership, Social Media Marketing, Budgets, Program Management, Advertising, Marketing Strategy, Community Outreach, Event Planning, Strategic Partnerships, Team Building, Coaching, Business Strategy, Business Planning, Training, Leadership Development, Analysis, Customer Service, Management Consulting, Proposal Writing, Recruiting, Sales, Organizational..., Public Relations, Community Development, Strategy, Networking, Grants, Program Development, Business Development, Staff Development, Federal Grants..., Grant Writing, Marketing Communications, Policy, Event Management
Education
North Park University 2004 — 2006
MBA, Business
Western Illinois University 1975 — 1979
Bachelor of Business, Accounting
Christy Erbeck's RSM McGladrey Experience 1999 - 2000
Job Sr. Consultant & Certified Scrum Master @ AgileThought
Industry Management Consulting
Experience
AgileThought October 2014 - Present
EDI, Inc. July 2011 - October 2014
Flat Squirrel Scooters September 2008 - December 2012
Metamorphic Consulting, Inc. October 2004 - July 2011
Michael Franks, LLC September 2009 - July 2010
Flint Group December 2001 - October 2004
Con-Way Business Solutions, Con-Way Transportation Services July 2000 - August 2001
RSM McGladrey 1999 - 2000
Education
The Chicago School of Professional Psychology 2009 — 2011
Masters
National-Louis University 1993 — 1994
Bachelor of Arts
AgileThought October 2014 - Present
EDI, Inc. July 2011 - October 2014
Flat Squirrel Scooters September 2008 - December 2012
Metamorphic Consulting, Inc. October 2004 - July 2011
Michael Franks, LLC September 2009 - July 2010
Flint Group December 2001 - October 2004
Con-Way Business Solutions, Con-Way Transportation Services July 2000 - August 2001
RSM McGladrey 1999 - 2000
Education
The Chicago School of Professional Psychology 2009 — 2011
Masters
National-Louis University 1993 — 1994
Bachelor of Arts
Cristal DeLeon-Tejada Cristal DeLeon-Tejada's RSM McGladrey Experience January 2008 - April 2008
Job 6th Grade Science Teacher at George J Ryan M.S. 216Q
Industry Human Resources
Experience
George J Ryan M.S. 216Q April 2012 - Present
Ryan 216 Middle School February 2011 - April 2012
Pace University January 2010 - December 2011
Colgate Palmolive August 2009 - February 2010
Price Waterhouse Coopers June 2008 - August 2008
RSM McGladrey January 2008 - April 2008
Ernst & Young May 2006 - August 2007
Skills
Leadership, Public Speaking, Event Management, Human Resources, PowerPoint, Nonprofits, Microsoft Excel, Event Planning, Leadership Development, Spanish, Microsoft Office, Training, Community Outreach, Higher Education
Education
Educational Leadership Candidate 2014 — 2015
Master of Science (M.S.), Educational Leadership and Administration, General
Pace University-New York 2013 — 2014
Master of Science (M.S.), Special Education
Pace University 2010 — 2011
MST, Childhood Track
Pace University 2005 — 2009
General Accounting
George J Ryan M.S. 216Q April 2012 - Present
Ryan 216 Middle School February 2011 - April 2012
Pace University January 2010 - December 2011
Colgate Palmolive August 2009 - February 2010
Price Waterhouse Coopers June 2008 - August 2008
RSM McGladrey January 2008 - April 2008
Ernst & Young May 2006 - August 2007
Skills
Leadership, Public Speaking, Event Management, Human Resources, PowerPoint, Nonprofits, Microsoft Excel, Event Planning, Leadership Development, Spanish, Microsoft Office, Training, Community Outreach, Higher Education
Education
Educational Leadership Candidate 2014 — 2015
Master of Science (M.S.), Educational Leadership and Administration, General
Pace University-New York 2013 — 2014
Master of Science (M.S.), Special Education
Pace University 2010 — 2011
MST, Childhood Track
Pace University 2005 — 2009
General Accounting
Elizabeth Karwowski Elizabeth Karwowski's RSM McGladrey Experience September 2002 - 2003
Job Professional Credit Education Expert Call us today!
Industry Education Management
Experience
Get Credit Healthy, Inc. January 2008 - Present
Ms Credit Ed Corporation January 2007 - Present
Trust One Mortgage Corporation April 2004 - Present
The Mortgage Specialists January 2001 - January 2005
RSM McGladrey September 2002 - 2003
Ernst & Young, LLP January 2000 - January 2002
Skills
Credit Scoring, Rebuilding, Very Fast, credit Expert, Credit Analysis, Creditors' Rights, FICO, Experian, transunion, Equafax, NBC, FOX, Education, car loan, Mortgage, Mortgage Lending, Mortgage Banking, Commercial Mortgages, Residential Mortgages, Mortgage Planning, Mortgage Underwriting, Mortgage Industry, Mortgage Servicing, Loan Origination, Modification, Modifications, Loan Modifications, Loan Modification, Loan Structuring, Loan Servicing, Loan Documentation, Personal Loans, VA, VA loans, Credit, Loans, First Time Home Buyers, Certified Mortgage..., Investment Properties, Refinance, Training, Referrals, Real Estate Financing, Commercial Lending, Underwriting, Residential Homes, Funding, Recruiting, Single Family Homes, Real Estate Economics
Education
FCRA/FICO 2008 — 2011
Credit, Credit EXPERT
Northern Illinois University 2002 — 2005
Bachelors of Science, Business Management with
Get Credit Healthy, Inc. January 2008 - Present
Ms Credit Ed Corporation January 2007 - Present
Trust One Mortgage Corporation April 2004 - Present
The Mortgage Specialists January 2001 - January 2005
RSM McGladrey September 2002 - 2003
Ernst & Young, LLP January 2000 - January 2002
Skills
Credit Scoring, Rebuilding, Very Fast, credit Expert, Credit Analysis, Creditors' Rights, FICO, Experian, transunion, Equafax, NBC, FOX, Education, car loan, Mortgage, Mortgage Lending, Mortgage Banking, Commercial Mortgages, Residential Mortgages, Mortgage Planning, Mortgage Underwriting, Mortgage Industry, Mortgage Servicing, Loan Origination, Modification, Modifications, Loan Modifications, Loan Modification, Loan Structuring, Loan Servicing, Loan Documentation, Personal Loans, VA, VA loans, Credit, Loans, First Time Home Buyers, Certified Mortgage..., Investment Properties, Refinance, Training, Referrals, Real Estate Financing, Commercial Lending, Underwriting, Residential Homes, Funding, Recruiting, Single Family Homes, Real Estate Economics
Education
FCRA/FICO 2008 — 2011
Credit, Credit EXPERT
Northern Illinois University 2002 — 2005
Bachelors of Science, Business Management with
Stacy Dietz Stacy Dietz's RSM McGladrey Experience 2006 - 2008
Job Implementation Engineer at Experlogix
Industry Computer Software
Experience
Experlog 2013 - Present
Independent Consultant 2011 - 2013
QAD, Inc 2008 - 2011
Pendum, Inc. 2010 - 2010
RSM McGladrey 2006 - 2008
Business Systems & Supply Chain Consulting 2001 - 2005
DIGI INTERNATIONAL, INC 1999 - 2001
GRANT THORNTON LLP 1998 - 1999
DONALDSON COMPANY 1995 - 1997
MDT DIAGNOSTIC COMPANY 1990 - 1993
Skills
APICS, ERP, Baan ERP, Microsoft SQL Server, Business Analysis, Supply Chain, Manufacturing, Business Process, ERP Software, Supply Chain Management, Great Plains Software, CPIM, Business Process...
Education
Northwestern University 1986 — 1990
BSIE, Industrial Engineering
Experlog 2013 - Present
Independent Consultant 2011 - 2013
QAD, Inc 2008 - 2011
Pendum, Inc. 2010 - 2010
RSM McGladrey 2006 - 2008
Business Systems & Supply Chain Consulting 2001 - 2005
DIGI INTERNATIONAL, INC 1999 - 2001
GRANT THORNTON LLP 1998 - 1999
DONALDSON COMPANY 1995 - 1997
MDT DIAGNOSTIC COMPANY 1990 - 1993
Skills
APICS, ERP, Baan ERP, Microsoft SQL Server, Business Analysis, Supply Chain, Manufacturing, Business Process, ERP Software, Supply Chain Management, Great Plains Software, CPIM, Business Process...
Education
Northwestern University 1986 — 1990
BSIE, Industrial Engineering
Eddie Delgado Eddie Delgado's RSM McGladrey Experience 2003 - 2007
Job Partner at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP April 2015 - Present
Cal State Fullerton 2003 - Present
PwC June 2014 - April 2015
Grant Thornton March 2007 - May 2014
RSM McGladrey 2003 - 2007
Cook Inlet Energy 2002 - 2003
Deloitte 2002 - 2002
Arthur Andersen 1993 - 2002
Skills
Accounting, CPA, Corporate Tax, Income Tax, Tax, Tax Accounting, SEC filings, Sarbanes-Oxley Act, Coaching, Tax Credits, Tax Advisory, Sales, Tax Preparation, Teaching
Education
Pepperdine University
CohnReznick LLP April 2015 - Present
Cal State Fullerton 2003 - Present
PwC June 2014 - April 2015
Grant Thornton March 2007 - May 2014
RSM McGladrey 2003 - 2007
Cook Inlet Energy 2002 - 2003
Deloitte 2002 - 2002
Arthur Andersen 1993 - 2002
Skills
Accounting, CPA, Corporate Tax, Income Tax, Tax, Tax Accounting, SEC filings, Sarbanes-Oxley Act, Coaching, Tax Credits, Tax Advisory, Sales, Tax Preparation, Teaching
Education
Pepperdine University
SUZANNE DELBOCCIO, FACHE SUZANNE DELBOCCIO, FACHE's RSM McGladrey Experience 2007 - 2008
Job CNO and VP of Patient Services at Indiana University Health
Industry Hospital & Health Care
Experience
Indiana University Health May 2012 - Present
The Joint Commission February 2011 - July 2013
LifePoint Hospitals, April 2011 - February 2012
Vanguard Health Systems 2008 - 2011
RSM McGladrey 2007 - 2008
University of Wisconsin Hospital and Clinics 2005 - 2006
Neurological and Orthopaedic Institute of Chicago 2000 - 2003
Northwestern Memorial Hospital 1991 - 2002
Skills
Healthcare, Nursing, Medicine, Orthopedic, Healthcare Management, Hospitals, Healthcare Consulting, Patient Safety, Healthcare Information..., EMR, EHR, Physician Relations, HIPAA, Managed Care, JCAHO, Process Improvement
Education
Northwestern University 1986 — 1989
MS
Indiana University Health May 2012 - Present
The Joint Commission February 2011 - July 2013
LifePoint Hospitals, April 2011 - February 2012
Vanguard Health Systems 2008 - 2011
RSM McGladrey 2007 - 2008
University of Wisconsin Hospital and Clinics 2005 - 2006
Neurological and Orthopaedic Institute of Chicago 2000 - 2003
Northwestern Memorial Hospital 1991 - 2002
Skills
Healthcare, Nursing, Medicine, Orthopedic, Healthcare Management, Hospitals, Healthcare Consulting, Patient Safety, Healthcare Information..., EMR, EHR, Physician Relations, HIPAA, Managed Care, JCAHO, Process Improvement
Education
Northwestern University 1986 — 1989
MS
Sabina Ewing Sabina Ewing's RSM McGladrey Experience 2005 - 2007
Job Vice President at Pfizer
Industry Pharmaceuticals
Experience
Pfizer July 2007 - Present
Wyeth July 2007 - October 2009
RSM McGladrey 2005 - 2007
American Express 2005 - 2005
BearingPoint Consulting 2003 - 2005
NYC Department of Education 2002 - 2003
Andersen Business Consulting 1996 - 2002
Education
University of Virginia 1992 — 1996
New York University
Pfizer July 2007 - Present
Wyeth July 2007 - October 2009
RSM McGladrey 2005 - 2007
American Express 2005 - 2005
BearingPoint Consulting 2003 - 2005
NYC Department of Education 2002 - 2003
Andersen Business Consulting 1996 - 2002
Education
University of Virginia 1992 — 1996
New York University
Doug LaVelle Doug LaVelle's RSM McGladrey Experience 1996 - 2000
Job IS/IT Management Consultant
Industry Information Technology and Services
Experience
IT Management Specialists 2011 - Present
ULA - United Launch Alliance - Lockheed Martin & Boeing October 2010 - March 2011
ULA - United Launch Alliance - Lockheed Martin & Boeing October 2009 - October 2010
Staples October 2008 - October 2009
Corporate Express (Acquired by Staples) 2001 - October 2008
Rare Medium 2000 - 2001
RSM McGladrey 1996 - 2000
RCIS 1993 - 1996
Orthomet 1992 - 1993
Sport Obermeyer 1990 - 1992
Skills
Integration, ERP, Process Improvement, SDLC, Business Analysis, Business Process..., Program Management, Enterprise Architecture, Business Intelligence, Requirements Analysis, Business Process, Project Management, Leadership, IT Strategy, E-commerce, Vendor Management, Enterprise Software, Management, Agile Methodologies, Product Management, Consulting, IT Management, Strategic Planning, Cloud Computing, Management Consulting, Software Project..., Outsourcing, Solution Architecture, SaaS, CRM, Project Portfolio..., PMO, Executive Management, Cross-functional Team..., PMP, Architectures, Governance, Professional Services, Agile Project Management
Education
Mount Mercy College 1988 — 1990
B.S., Computer Science & Business Administration
IT Management Specialists 2011 - Present
ULA - United Launch Alliance - Lockheed Martin & Boeing October 2010 - March 2011
ULA - United Launch Alliance - Lockheed Martin & Boeing October 2009 - October 2010
Staples October 2008 - October 2009
Corporate Express (Acquired by Staples) 2001 - October 2008
Rare Medium 2000 - 2001
RSM McGladrey 1996 - 2000
RCIS 1993 - 1996
Orthomet 1992 - 1993
Sport Obermeyer 1990 - 1992
Skills
Integration, ERP, Process Improvement, SDLC, Business Analysis, Business Process..., Program Management, Enterprise Architecture, Business Intelligence, Requirements Analysis, Business Process, Project Management, Leadership, IT Strategy, E-commerce, Vendor Management, Enterprise Software, Management, Agile Methodologies, Product Management, Consulting, IT Management, Strategic Planning, Cloud Computing, Management Consulting, Software Project..., Outsourcing, Solution Architecture, SaaS, CRM, Project Portfolio..., PMO, Executive Management, Cross-functional Team..., PMP, Architectures, Governance, Professional Services, Agile Project Management
Education
Mount Mercy College 1988 — 1990
B.S., Computer Science & Business Administration
Michelle Johns Michelle Johns's RSM McGladrey Experience 2002 - 2004
Job Account Executive
Industry Information Technology and Services
Experience
Iron Mountain June 2011 - November 2012
GRM Information Management Services 2010 - 2011
Pitney Bowes Management Services 2004 - 2009
RSM McGladrey 2002 - 2004
Arthur Anderson 2001 - 2002
Morgan Stanley 1998 - 2001
Jack Levy Associates 1996 - 1998
American Medical Association 1991 - 1996
Education
Northwestern University 1994 — 1998
Economics
Iron Mountain June 2011 - November 2012
GRM Information Management Services 2010 - 2011
Pitney Bowes Management Services 2004 - 2009
RSM McGladrey 2002 - 2004
Arthur Anderson 2001 - 2002
Morgan Stanley 1998 - 2001
Jack Levy Associates 1996 - 1998
American Medical Association 1991 - 1996
Education
Northwestern University 1994 — 1998
Economics
Sara Veldhuizen Stealy Sara Veldhuizen Stealy's RSM McGladrey Experience November 2004 - August 2007
Job Foreign Service Officer
Industry International Affairs
Experience
U.S. Department of State 2008 - Present
North Carolina State University August 2007 - May 2008
RSM McGladrey November 2004 - August 2007
RSM McGladrey October 2000 - April 2004
Holiday Inn Davenport July 1999 - August 2000
Skills
Government, Editing, Media Relations, Event Planning, Press Releases, Public Speaking, Public Relations, Foreign Policy, Speech Writing, Public Policy, Grants, Politics, Public Affairs, Creative Writing, Community Outreach, Proposal Writing, Policy, Community Development, Marketing, Fundraising
Education
North Carolina State University 2007 — 2008
Master of International Studies, Africa
Northwestern College 1993 — 1998
Bachelor's degree, Theatre/Speech; Communications
Central College - London Program 1997 — 1997
Oskaloosa Senior High 1989 — 1993
U.S. Department of State 2008 - Present
North Carolina State University August 2007 - May 2008
RSM McGladrey November 2004 - August 2007
RSM McGladrey October 2000 - April 2004
Holiday Inn Davenport July 1999 - August 2000
Skills
Government, Editing, Media Relations, Event Planning, Press Releases, Public Speaking, Public Relations, Foreign Policy, Speech Writing, Public Policy, Grants, Politics, Public Affairs, Creative Writing, Community Outreach, Proposal Writing, Policy, Community Development, Marketing, Fundraising
Education
North Carolina State University 2007 — 2008
Master of International Studies, Africa
Northwestern College 1993 — 1998
Bachelor's degree, Theatre/Speech; Communications
Central College - London Program 1997 — 1997
Oskaloosa Senior High 1989 — 1993
Victor Calise Victor Calise's RSM McGladrey Experience 1992 - 1993
Job Senior Vice President at Private Asset Management, Inc.
Industry Management Consulting
Experience
Private Asset Management, Inc. January 2013 - Present
Corsair Associates June 1991 - Present
Cal State San Marcos January 2010 - October 2012
1st Pacific Bank July 2007 - October 2009
Pacific Western Bank July 2004 - July 2007
Business Backers Management Corp. July 1998 - January 2002
Wells Fargo January 1993 - April 1995
RSM McGladrey 1992 - 1993
Bank of California February 1989 - April 1991
Wells Fargo Bank January 1981 - January 1989
Skills
Banking, Fundraising, Loans, Team Building, Strategic Planning, Financial Analysis, New Business Development
Education
National University 1980 — 1981
MBA, Finance, General
Texas A&M University-Kingsville 1974 — 1976
BBA, Finance
Private Asset Management, Inc. January 2013 - Present
Corsair Associates June 1991 - Present
Cal State San Marcos January 2010 - October 2012
1st Pacific Bank July 2007 - October 2009
Pacific Western Bank July 2004 - July 2007
Business Backers Management Corp. July 1998 - January 2002
Wells Fargo January 1993 - April 1995
RSM McGladrey 1992 - 1993
Bank of California February 1989 - April 1991
Wells Fargo Bank January 1981 - January 1989
Skills
Banking, Fundraising, Loans, Team Building, Strategic Planning, Financial Analysis, New Business Development
Education
National University 1980 — 1981
MBA, Finance, General
Texas A&M University-Kingsville 1974 — 1976
BBA, Finance
Clare VAZQUEZ-PEACE Clare VAZQUEZ-PEACE's RSM McGladrey Experience January 1999 - January 2003
Job HR Business Partner at CertiPay
Industry Human Resources
Experience
HFTP Florida Gold Coast Chapter September 2014 - Present
CertiPay February 2013 - Present
Manpower June 2011 - September 2012
Cintas September 2008 - June 2011
RSM McGladrey January 1999 - January 2003
Skills
Personnel Management, Onboarding, Talent Acquisition, Succession Planning, Risk Management, Human Resources, Recruiting, I-9 Compliance, Employment Law..., ADA compliance, FMLA, EEO/AA Compliance, Workplace Harassment, Employee Training, Compensation & Benefit, OSHA Record Keeping, New Hire Orientations, Job Descriptions, Payroll, HR Policies, Hiring, Labor Relations, Employee Handbooks, Job Fairs, Organizational..., Screening Resumes, Staffing Services, Interviews, Leadership Development, Executive Search, Legal Compliance, Career Development, Training, Conflict Resolution, PEO, Team Building, Consulting, Change Management, Hospitality, HRO, Staff Retention
Education
New York Institute of Technology 1999 — 2001
Masters, Employment Law
Palm Beach Atlantic University 1994 — 1996
BS, Human Resource Management
Northwood University West Palm Beach, Florida
HFTP Florida Gold Coast Chapter September 2014 - Present
CertiPay February 2013 - Present
Manpower June 2011 - September 2012
Cintas September 2008 - June 2011
RSM McGladrey January 1999 - January 2003
Skills
Personnel Management, Onboarding, Talent Acquisition, Succession Planning, Risk Management, Human Resources, Recruiting, I-9 Compliance, Employment Law..., ADA compliance, FMLA, EEO/AA Compliance, Workplace Harassment, Employee Training, Compensation & Benefit, OSHA Record Keeping, New Hire Orientations, Job Descriptions, Payroll, HR Policies, Hiring, Labor Relations, Employee Handbooks, Job Fairs, Organizational..., Screening Resumes, Staffing Services, Interviews, Leadership Development, Executive Search, Legal Compliance, Career Development, Training, Conflict Resolution, PEO, Team Building, Consulting, Change Management, Hospitality, HRO, Staff Retention
Education
New York Institute of Technology 1999 — 2001
Masters, Employment Law
Palm Beach Atlantic University 1994 — 1996
BS, Human Resource Management
Northwood University West Palm Beach, Florida
Matthew Mittman's RSM McGladrey Experience August 2002 - April 2004
Job Tax Partner Crowe Horwath
Industry Accounting
Experience
Crowe Horwath LLP May 2015 - Present
Crowe Horwath LLP July 2007 - April 2015
Ritchie Capital Management, LLC April 2004 - July 2007
RSM McGladrey August 2002 - April 2004
Arthur Andersen May 2000 - August 2001
Skills
Tax, Due Diligence, Private Equity, Tax Advisory, Alternative Investments, Financial Structuring, Acquisitions, Divestitures, Management, Tax Research, Corporate Tax, Tax Accounting, CPA, Income Tax, Partnership Taxation, Accounting, S Corporations, State Tax, Mutual Funds, Big 4, Sales Tax, Tax Law
Education
Northern Illinois University - College of Business
Master of Science in Taxation
Northern Illinois University - College of Business
Master of Accounting Science, Emphasis Taxation
Northern Illinois University - College of Business
Bachelor of Science (BS), Accounting
Crowe Horwath LLP May 2015 - Present
Crowe Horwath LLP July 2007 - April 2015
Ritchie Capital Management, LLC April 2004 - July 2007
RSM McGladrey August 2002 - April 2004
Arthur Andersen May 2000 - August 2001
Skills
Tax, Due Diligence, Private Equity, Tax Advisory, Alternative Investments, Financial Structuring, Acquisitions, Divestitures, Management, Tax Research, Corporate Tax, Tax Accounting, CPA, Income Tax, Partnership Taxation, Accounting, S Corporations, State Tax, Mutual Funds, Big 4, Sales Tax, Tax Law
Education
Northern Illinois University - College of Business
Master of Science in Taxation
Northern Illinois University - College of Business
Master of Accounting Science, Emphasis Taxation
Northern Illinois University - College of Business
Bachelor of Science (BS), Accounting
Margaret Gawronski's RSM McGladrey Experience February 1999 - May 1999
Job Payroll Analyst at Zurich North America
Industry Human Resources
Experience
Zurich North America March 2011 - Present
Tovar Snow Professionals August 2010 - March 2011
Laurus Strategies June 2008 - February 2010
Human Resources International May 2006 - June 2008
Williams Lea, Inc. October 2005 - May 2006
WOLTERS KLUWER/CCH March 2005 - June 2005
ZENITH ELECTRONICS CORP August 2001 - January 2005
ILLINOIS TOOL WORKS, INC May 1999 - August 2001
RSM MCGLADREY February 1999 - May 1999
ZENITH ELECTRONICS CORPORATION October 1997 - December 1998
Skills
ERISA, Employee Benefits, Policy, New Business Development, Process Improvement, New Hire Orientations, Analysis, Payroll, Human Resources, Onboarding, Marketing, Account Reconciliation, Employee Relations, HRIS, Interviews, Personnel Management, Pensions, PeopleSoft, Accounting, Succession Planning, FMLA, Management, Administration, Open Enrollment, ADP Payroll, Recruiting, Auditing, 401k
Education
Northeastern Illinois University
Bachelor of Business Administration (B.B.A.), Management
Zurich North America March 2011 - Present
Tovar Snow Professionals August 2010 - March 2011
Laurus Strategies June 2008 - February 2010
Human Resources International May 2006 - June 2008
Williams Lea, Inc. October 2005 - May 2006
WOLTERS KLUWER/CCH March 2005 - June 2005
ZENITH ELECTRONICS CORP August 2001 - January 2005
ILLINOIS TOOL WORKS, INC May 1999 - August 2001
RSM MCGLADREY February 1999 - May 1999
ZENITH ELECTRONICS CORPORATION October 1997 - December 1998
Skills
ERISA, Employee Benefits, Policy, New Business Development, Process Improvement, New Hire Orientations, Analysis, Payroll, Human Resources, Onboarding, Marketing, Account Reconciliation, Employee Relations, HRIS, Interviews, Personnel Management, Pensions, PeopleSoft, Accounting, Succession Planning, FMLA, Management, Administration, Open Enrollment, ADP Payroll, Recruiting, Auditing, 401k
Education
Northeastern Illinois University
Bachelor of Business Administration (B.B.A.), Management
Vincent Campellone's RSM McGladrey Experience January 2000 - May 2001
Job Managing Director at Financial Ingenuity Group, Inc.
Industry Financial Services
Experience
Financial Ingenuity Group, Inc. September 2007 - Present
Clinical Financial Services May 2007 - June 2008
Brown Financial Group, LLC November 2006 - January 2008
Robert Half Management Resources June 2006 - May 2007
McNeil Consumer & Specialty Pharmaceuticals January 2006 - May 2006
RHMR\Laser Technologies May 2004 - July 2005
RHMR\Pegasus International November 2002 - May 2004
Ajilon Finance Solutions August 2002 - February 2003
Talk Technology (acquired by Agfa Bayer) May 2001 - October 2001
RSM McGladrey January 2000 - May 2001
Skills
Auditing, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Cash Flow, Accounting, Internal Controls, Financial Reporting, Internal Audit, Budgets, Analysis, Business Process..., Project Management, Human Resources, Process Improvement, Finance, Leadership, Management, Business Process, Tax, Strategic Planning, Business Analysis, Banking, Managerial Finance, Accounts Payable, SAP, Mergers & Acquisitions, Strategic Financial..., SEC filings, Outsourcing, Financial Modeling, Due Diligence, GAAP, Financial Accounting, Corporate Finance, Variance Analysis, General Ledger, Cash Management, US GAAP, Corporate Tax, Financial Planning, SEC Filings
Education
Penn State University 1979 — 1981
BBA
Peirce Junior College 1977 — 1979
AA
Archbishop Ryan High School 1973 — 1976
Financial Ingenuity Group, Inc. September 2007 - Present
Clinical Financial Services May 2007 - June 2008
Brown Financial Group, LLC November 2006 - January 2008
Robert Half Management Resources June 2006 - May 2007
McNeil Consumer & Specialty Pharmaceuticals January 2006 - May 2006
RHMR\Laser Technologies May 2004 - July 2005
RHMR\Pegasus International November 2002 - May 2004
Ajilon Finance Solutions August 2002 - February 2003
Talk Technology (acquired by Agfa Bayer) May 2001 - October 2001
RSM McGladrey January 2000 - May 2001
Skills
Auditing, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Cash Flow, Accounting, Internal Controls, Financial Reporting, Internal Audit, Budgets, Analysis, Business Process..., Project Management, Human Resources, Process Improvement, Finance, Leadership, Management, Business Process, Tax, Strategic Planning, Business Analysis, Banking, Managerial Finance, Accounts Payable, SAP, Mergers & Acquisitions, Strategic Financial..., SEC filings, Outsourcing, Financial Modeling, Due Diligence, GAAP, Financial Accounting, Corporate Finance, Variance Analysis, General Ledger, Cash Management, US GAAP, Corporate Tax, Financial Planning, SEC Filings
Education
Penn State University 1979 — 1981
BBA
Peirce Junior College 1977 — 1979
AA
Archbishop Ryan High School 1973 — 1976
Christine Semana's RSM McGladrey Experience September 2006 - January 2009
Job Independent Consultant
Industry Financial Services
Experience
Cetera Financial Group June 2010 - 2014
Platinum Tax Defenders LLC June 2013 - 2013
Accretive Solutions May 2009 - June 2010
i-Hire, Inc. September 2006 - January 2009
RSM McGladrey September 2006 - January 2009
Hyrian March 2005 - September 2006
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Internet Recruiting, Business Development, Applicant Tracking..., Human Resources, Microsoft Word, Vendor Management, Finance, Program Management, Salesforce.com, Consulting, Analysis, CRM, Networking
Education
Mount Saint Mary's University 2002 — 2004
BA, Business Administration, Management
Cetera Financial Group June 2010 - 2014
Platinum Tax Defenders LLC June 2013 - 2013
Accretive Solutions May 2009 - June 2010
i-Hire, Inc. September 2006 - January 2009
RSM McGladrey September 2006 - January 2009
Hyrian March 2005 - September 2006
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Internet Recruiting, Business Development, Applicant Tracking..., Human Resources, Microsoft Word, Vendor Management, Finance, Program Management, Salesforce.com, Consulting, Analysis, CRM, Networking
Education
Mount Saint Mary's University 2002 — 2004
BA, Business Administration, Management
Nicole Sandage (Willard)'s RSM McGladrey Experience February 2002 - August 2006
Job HR Manager at Voices for Biodiversity
Industry Online Media
Experience
Voices for Biodiversity March 2014 - Present
Sears Holdings Corporation October 2013 - March 2014
Sears Holdings Corporation February 2013 - September 2013
Sears Holdings Corporation October 2011 - January 2013
Sears Holdings Corporation February 2010 - October 2011
Sears Holdings February 2008 - January 2010
Sears Holdings August 2006 - February 2008
RSM McGladrey February 2002 - August 2006
Performance Technology Group (PTG) January 2001 - February 2002
Skills
Talent Management, Retail, Employee Relations, Recruiting, Human Resources, Onboarding, Personnel Management, Succession Planning, Performance Management, New Hire Orientations, Employee Training, Hiring, Interviews, Training, Workforce Planning, Employee Engagement
Education
University of Iowa - Henry B. Tippie College of Business
BBA
Northern Illinois University
MBA
Voices for Biodiversity March 2014 - Present
Sears Holdings Corporation October 2013 - March 2014
Sears Holdings Corporation February 2013 - September 2013
Sears Holdings Corporation October 2011 - January 2013
Sears Holdings Corporation February 2010 - October 2011
Sears Holdings February 2008 - January 2010
Sears Holdings August 2006 - February 2008
RSM McGladrey February 2002 - August 2006
Performance Technology Group (PTG) January 2001 - February 2002
Skills
Talent Management, Retail, Employee Relations, Recruiting, Human Resources, Onboarding, Personnel Management, Succession Planning, Performance Management, New Hire Orientations, Employee Training, Hiring, Interviews, Training, Workforce Planning, Employee Engagement
Education
University of Iowa - Henry B. Tippie College of Business
BBA
Northern Illinois University
MBA
Lori Simnor's RSM McGladrey Experience 2001 - 2003
Job Controller at Strategic Pharma Solutions, Inc.
Industry Staffing and Recruiting
Experience
Strategic Pharma Solutions, LLC July 2014 - Present
Experis February 2014 - June 2014
NSTAR Global Services January 2004 - March 2014
Orion International January 2004 - June 2007
RSM McGladrey 2001 - 2003
Hays & Company LLP January 1994 - October 2000
Kahn Hoffman Nonenmacher & Hochman June 1985 - December 1993
Skills
Tax, Process Improvement, GAAP, CPA, Microsoft Excel, Cross-functional Team..., US GAAP, Start-ups, Tax Research, Semiconductors, Budgets, Microsoft Office, General Ledger, Troubleshooting, Forecasting, Customer Service, Project Management, Training, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Team Building, Human Resources, Outlook
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
Strategic Pharma Solutions, LLC July 2014 - Present
Experis February 2014 - June 2014
NSTAR Global Services January 2004 - March 2014
Orion International January 2004 - June 2007
RSM McGladrey 2001 - 2003
Hays & Company LLP January 1994 - October 2000
Kahn Hoffman Nonenmacher & Hochman June 1985 - December 1993
Skills
Tax, Process Improvement, GAAP, CPA, Microsoft Excel, Cross-functional Team..., US GAAP, Start-ups, Tax Research, Semiconductors, Budgets, Microsoft Office, General Ledger, Troubleshooting, Forecasting, Customer Service, Project Management, Training, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Team Building, Human Resources, Outlook
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
Chrisy Cook's RSM McGladrey Experience November 2006 - November 2007
Job Internal Audit Manager, Commissions
Industry Accounting
Experience
T-Mobile USA 2007 - Present
T-Mobile 2007 - 2012
RSM McGladrey November 2006 - November 2007
KPMG 2004 - 2006
Pet Menagerie 1984 - 1988
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, SEC filings, Business Analysis, Vendor Management, Process Improvement, Forecasting
Education
North Carolina State University 2003 — 2004
Masters, Accounting
North Carolina State University - College of Management 2001 — 2003
Bachelor's degree, Accounting
T-Mobile USA 2007 - Present
T-Mobile 2007 - 2012
RSM McGladrey November 2006 - November 2007
KPMG 2004 - 2006
Pet Menagerie 1984 - 1988
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, SEC filings, Business Analysis, Vendor Management, Process Improvement, Forecasting
Education
North Carolina State University 2003 — 2004
Masters, Accounting
North Carolina State University - College of Management 2001 — 2003
Bachelor's degree, Accounting
Nancy Ciramella's RSM McGladrey Experience 2006 - 2008
Job Marketing
Industry Marketing and Advertising
Experience
RSM McGladrey 2006 - 2008
Education
Northeastern University 1992 — 1997
RSM McGladrey 2006 - 2008
Education
Northeastern University 1992 — 1997
Kevin Bill, CPA's RSM McGladrey Experience 2007 - 2009
Job Manager | Tax & Audit | Rea & Associates, Inc.
Industry Accounting
Experience
Rea & Associates, Inc. February 2013 - Present
Price Waterhouse Coopers 2010 - January 2013
Fentress & Barnes CPAs 2009 - 2010
RSM Mcgladrey 2007 - 2009
Larson Allen 2005 - 2007
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Financial Statements, US GAAP, CPA, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Financial Analysis, General Ledger, Corporate Tax, Financial Audits, Variance Analysis, Payroll, Audits of Employee..., Finance, SEC Filings
Education
Ohio University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Rocky River High School 1996 — 2000
Rea & Associates, Inc. February 2013 - Present
Price Waterhouse Coopers 2010 - January 2013
Fentress & Barnes CPAs 2009 - 2010
RSM Mcgladrey 2007 - 2009
Larson Allen 2005 - 2007
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Financial Statements, US GAAP, CPA, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Financial Analysis, General Ledger, Corporate Tax, Financial Audits, Variance Analysis, Payroll, Audits of Employee..., Finance, SEC Filings
Education
Ohio University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Rocky River High School 1996 — 2000
Tracy Hipps's RSM McGladrey Experience 2003 - 2007
Job Independent Contractor
Industry Information Services
Experience
American Academy of Child and Adolescent Psychiatry January 2012 - Present
AHLA 2014 - 2014
TD Carpenter and Associates November 2010 - December 2012
Americans for the Arts 2009 - 2009
RSM McGladrey 2003 - 2007
Armstrong enterprise communications 2001 - 2002
Skills
SQL, Databases, Database Administration, Business Process, Business Intelligence, Crystal Reports, Business Analysis, Management Consulting, Microsoft SQL Server, CRM, Consulting, Software Project..., Access, SharePoint, Strategic Planning, Project Management, Non-profits, Customer Service, Microsoft Office, Requirements Analysis, SSRS, Program Management, Microsoft Excel, Nonprofits
Education
North Carolina State University 1991 — 1994
Bachelor of Science (BS), Education
American Academy of Child and Adolescent Psychiatry January 2012 - Present
AHLA 2014 - 2014
TD Carpenter and Associates November 2010 - December 2012
Americans for the Arts 2009 - 2009
RSM McGladrey 2003 - 2007
Armstrong enterprise communications 2001 - 2002
Skills
SQL, Databases, Database Administration, Business Process, Business Intelligence, Crystal Reports, Business Analysis, Management Consulting, Microsoft SQL Server, CRM, Consulting, Software Project..., Access, SharePoint, Strategic Planning, Project Management, Non-profits, Customer Service, Microsoft Office, Requirements Analysis, SSRS, Program Management, Microsoft Excel, Nonprofits
Education
North Carolina State University 1991 — 1994
Bachelor of Science (BS), Education
Ric Simmons's RSM McGladrey Experience 1990 - 1997
Job CFO and Treasurer at American Guardian Warranty Services, Inc.
Industry Insurance
Experience
American Guardian Warranty Services, Inc. October 2004 - Present
McGladrey & Pullen/FERS 1990 - 1998
Freidman, Eisenstein, Raemer & Schwartz 1990 - 1998
RSM McGladrey (Formerly FERS) 1990 - 1997
RSM McGladrey 1990 - 1997
Friedman Eisenstein Raemer & Schwartz 1989 - 1996
Skills
Insurance, Accounting, Budgeting, Strategic Planning, Auditing, Risk Management, Financial Analysis, Business Planning, Team Leadership, Forecasting, Automotive, Financial Reporting, Compliance
Education
North Central College
American Guardian Warranty Services, Inc. October 2004 - Present
McGladrey & Pullen/FERS 1990 - 1998
Freidman, Eisenstein, Raemer & Schwartz 1990 - 1998
RSM McGladrey (Formerly FERS) 1990 - 1997
RSM McGladrey 1990 - 1997
Friedman Eisenstein Raemer & Schwartz 1989 - 1996
Skills
Insurance, Accounting, Budgeting, Strategic Planning, Auditing, Risk Management, Financial Analysis, Business Planning, Team Leadership, Forecasting, Automotive, Financial Reporting, Compliance
Education
North Central College
Fred Papenmeier's RSM McGladrey Experience March 2000 - October 2002
Job Vice President and Manager > Relationship Management
Industry Financial Services
Experience
Computershare, Inc. May 2004 - Present
Northern Trust October 2002 - May 2004
RSM McGladrey March 2000 - October 2002
Skills
Financial Services, Securities, Contract Negotiation, Marketing Communications, Project Management, Relationship Management, Financial Analysis, Banking, SaaS, Business Planning
Education
Purdue University 1990 — 1994
Bachelor of Science, Marketing
Computershare, Inc. May 2004 - Present
Northern Trust October 2002 - May 2004
RSM McGladrey March 2000 - October 2002
Skills
Financial Services, Securities, Contract Negotiation, Marketing Communications, Project Management, Relationship Management, Financial Analysis, Banking, SaaS, Business Planning
Education
Purdue University 1990 — 1994
Bachelor of Science, Marketing
Isaak Lerner, CISSP, CISA, CISM's RSM McGladrey Experience June 2005 - September 2009
Job IT Audit Manager at CHAN HEALTHCARE
Industry Computer & Network Security
Experience
CHAN HEALTHCARE February 2013 - Present
City of Milwaukee June 2010 - February 2013
BDO Seidman, LLP September 2009 - July 2010
RSM McGladrey June 2005 - September 2009
American Express, Tax and Business Services June 2005 - February 2006
Abbott Laboratories May 2003 - January 2005
Skills
CISA, CISSP, CISM, IT Audit, SAS70, Sarbanes-Oxley Act, PCI DSS, Information Security, Risk Assessment, Internal Audit, Information Security..., Security, Enterprise Risk...
Education
Northern Illinois University 2001 — 2005
BS, Operation Management and Information Systems
Northern Illinois University - College of Business 2001 — 2005
Bachelor of Science (BS), Operations and Management Information System
CHAN HEALTHCARE February 2013 - Present
City of Milwaukee June 2010 - February 2013
BDO Seidman, LLP September 2009 - July 2010
RSM McGladrey June 2005 - September 2009
American Express, Tax and Business Services June 2005 - February 2006
Abbott Laboratories May 2003 - January 2005
Skills
CISA, CISSP, CISM, IT Audit, SAS70, Sarbanes-Oxley Act, PCI DSS, Information Security, Risk Assessment, Internal Audit, Information Security..., Security, Enterprise Risk...
Education
Northern Illinois University 2001 — 2005
BS, Operation Management and Information Systems
Northern Illinois University - College of Business 2001 — 2005
Bachelor of Science (BS), Operations and Management Information System
Justin Livingston's RSM McGladrey Experience June 2006 - June 2008
Job Vice President at Industrial Opportunity Partners, LLC
Industry Venture Capital & Private Equity
Experience
Industrial Opportunity Partners, LLC September 2015 - Present
The Keystone Group August 2012 - August 2015
Aon Hewitt September 2010 - August 2012
Eli Lilly June 2009 - September 2009
RSM McGladrey June 2006 - June 2008
Aon Hewitt 2003 - June 2006
Skills
Business Strategy, Strategy, Mergers & Acquisitions, Management Consulting, Strategic Planning, Financial Analysis, Financial Modeling, Project Management, Competitive Analysis, Acquisition Integration, International Business, Finance, Investments, Valuation, Outsourcing, Customer Relations, Leadership, Start-ups, Marketing Strategy, Analysis, Microsoft Office, Analytics, Integration, Business Process..., Due Diligence, Business Analysis, Business Development
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Actuarial Science
Industrial Opportunity Partners, LLC September 2015 - Present
The Keystone Group August 2012 - August 2015
Aon Hewitt September 2010 - August 2012
Eli Lilly June 2009 - September 2009
RSM McGladrey June 2006 - June 2008
Aon Hewitt 2003 - June 2006
Skills
Business Strategy, Strategy, Mergers & Acquisitions, Management Consulting, Strategic Planning, Financial Analysis, Financial Modeling, Project Management, Competitive Analysis, Acquisition Integration, International Business, Finance, Investments, Valuation, Outsourcing, Customer Relations, Leadership, Start-ups, Marketing Strategy, Analysis, Microsoft Office, Analytics, Integration, Business Process..., Due Diligence, Business Analysis, Business Development
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Actuarial Science
Gennadiy Malpa's RSM McGladrey Experience September 1999 - December 2003
Job Executive Director & Controller at J.P. Morgan Alternative Asset Management, Inc.
Industry Financial Services
Experience
J.P. Morgan Alternative Asset Management January 2014 - Present
J.P. Morgan Alternative Asset Management, Inc. December 2003 - January 2014
RSM McGladrey September 1999 - December 2003
Skills
Derivatives, Bloomberg, Hedge Funds, Capital Markets, Financial Analysis, Financial Modeling, Private Equity, Alternative Investments, Valuation, Fixed Income, Equities, Fund Accounting, Fund Of Funds, Asset Management, Financial Reporting, Financial Services, Due Diligence, Strategic Financial..., Auditing, Cash Management, Finance, Mutual Funds, Internal Controls, Corporate Finance
Education
Pace University
B.B.A. in Public Accounting
pmg 17
J.P. Morgan Alternative Asset Management January 2014 - Present
J.P. Morgan Alternative Asset Management, Inc. December 2003 - January 2014
RSM McGladrey September 1999 - December 2003
Skills
Derivatives, Bloomberg, Hedge Funds, Capital Markets, Financial Analysis, Financial Modeling, Private Equity, Alternative Investments, Valuation, Fixed Income, Equities, Fund Accounting, Fund Of Funds, Asset Management, Financial Reporting, Financial Services, Due Diligence, Strategic Financial..., Auditing, Cash Management, Finance, Mutual Funds, Internal Controls, Corporate Finance
Education
Pace University
B.B.A. in Public Accounting
pmg 17
Joyce Dale's RSM McGladrey Experience March 2002 - March 2010
Job Principal at Joyce Dale Consulting
Industry Computer Software
Experience
Joyce Dale Consulting March 2010 - Present
BatchMaster Software September 2012 - September 2013
PaperSave December 2010 - January 2012
RSM McGladrey March 2002 - March 2010
Skills
Certified Microsoft..., Great Plains Software, Microsoft Dynamics, Great Plains, Software Implementation, Financials, Fixed Assets, General Ledger, Business Process, Integration, Business Analysis, Business Intelligence, Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Professional Services, Dynamics, Business Process..., Software Project..., Payroll, Business Management, Inventory Management, SQL, Financial Analysis, Requirements Analysis, Budgeting, Access, Databases, Enterprise Software, Management, Business Process Design, ERP, Microsoft Technologies, IT Management, Management Consulting, Project Management, CRM, SaaS, Crystal Reports, SharePoint, SSRS, Solution Architecture, Consulting, Cloud Computing, IT Strategy, Enterprise Architecture, Business Process..., Microsoft Dynamics GP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Bachelor of Science, Business Management
Joyce Dale Consulting March 2010 - Present
BatchMaster Software September 2012 - September 2013
PaperSave December 2010 - January 2012
RSM McGladrey March 2002 - March 2010
Skills
Certified Microsoft..., Great Plains Software, Microsoft Dynamics, Great Plains, Software Implementation, Financials, Fixed Assets, General Ledger, Business Process, Integration, Business Analysis, Business Intelligence, Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Professional Services, Dynamics, Business Process..., Software Project..., Payroll, Business Management, Inventory Management, SQL, Financial Analysis, Requirements Analysis, Budgeting, Access, Databases, Enterprise Software, Management, Business Process Design, ERP, Microsoft Technologies, IT Management, Management Consulting, Project Management, CRM, SaaS, Crystal Reports, SharePoint, SSRS, Solution Architecture, Consulting, Cloud Computing, IT Strategy, Enterprise Architecture, Business Process..., Microsoft Dynamics GP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Bachelor of Science, Business Management
Claire Rybinski's RSM McGladrey Experience September 2008 - January 2011
Job Controller at Pan Am Equities, Inc.
Industry Accounting
Experience
Pan Am Equities, Inc. October 2014 - Present
Stone Street Properties October 2012 - October 2014
Ernst & Young January 2011 - October 2012
RSM McGladrey September 2008 - January 2011
Feeley & Driscoll, P.C. October 2005 - August 2008
TA Associates Realty June 2004 - December 2004
Merrill Lynch June 2003 - December 2003
Skills
US GAAP, Accounting, Financial Reporting, Auditing, GAAP, Tax, Internal Controls, Financial Accounting, Financial Analysis, Corporate Tax, CPA, Sarbanes-Oxley Act, Revenue Recognition, Financial Statements
Education
Northeastern University 2005 — 2006
Master of Science, Accounting
Northeastern University 2002 — 2005
Bachelor of Science, Accounting
Pan Am Equities, Inc. October 2014 - Present
Stone Street Properties October 2012 - October 2014
Ernst & Young January 2011 - October 2012
RSM McGladrey September 2008 - January 2011
Feeley & Driscoll, P.C. October 2005 - August 2008
TA Associates Realty June 2004 - December 2004
Merrill Lynch June 2003 - December 2003
Skills
US GAAP, Accounting, Financial Reporting, Auditing, GAAP, Tax, Internal Controls, Financial Accounting, Financial Analysis, Corporate Tax, CPA, Sarbanes-Oxley Act, Revenue Recognition, Financial Statements
Education
Northeastern University 2005 — 2006
Master of Science, Accounting
Northeastern University 2002 — 2005
Bachelor of Science, Accounting
George M. Trudell, CPIM's RSM McGladrey Experience July 1996 - September 1999
Job Partner at Ultra Corporation
Industry Logistics and Supply Chain
Experience
Ultra Corporation November 2010 - Present
Equinox GSC January 2008 - December 2012
Swagelok June 2008 - October 2010
The Chilcote Company February 2003 - December 2007
Ultra Corporation September 1999 - February 2003
RSM McGladrey July 1996 - September 1999
Grant Thornton July 1994 - July 1996
Helene Curtis February 1989 - July 1994
TEC Specialty Products January 1988 - February 1989
NCR June 1984 - January 1988
Skills
ERP, CRM software, APS, WMS, MRP, PLM, Business Process..., Change Management, Software Selection, Software Implementation, Business Intelligence, Supply Chain Management, Procurement, International Business, Consumer Products, Process Manufacturing, EAM, Distribution, Discrete Manufacturing, Software Project..., Demand Forecasting, Customer Service, DRP, Logistics, Warehouse Management, Data Warehousing, Capacity Planning
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, International Operations and Finance
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Finance, Marketing and Organizational Behavior
Ultra Corporation November 2010 - Present
Equinox GSC January 2008 - December 2012
Swagelok June 2008 - October 2010
The Chilcote Company February 2003 - December 2007
Ultra Corporation September 1999 - February 2003
RSM McGladrey July 1996 - September 1999
Grant Thornton July 1994 - July 1996
Helene Curtis February 1989 - July 1994
TEC Specialty Products January 1988 - February 1989
NCR June 1984 - January 1988
Skills
ERP, CRM software, APS, WMS, MRP, PLM, Business Process..., Change Management, Software Selection, Software Implementation, Business Intelligence, Supply Chain Management, Procurement, International Business, Consumer Products, Process Manufacturing, EAM, Distribution, Discrete Manufacturing, Software Project..., Demand Forecasting, Customer Service, DRP, Logistics, Warehouse Management, Data Warehousing, Capacity Planning
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, International Operations and Finance
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Finance, Marketing and Organizational Behavior
Sue Mouck's RSM McGladrey Experience DirectorMcGladrey1990 - Present
Job Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey DirectorMcGladrey1990 - Present
Skills
GAAP, Financial Analysis, Financial Reporting, SEC filings, CPA, Microsoft Office, Internal Controls, Accounting
Education
Saint Joseph's University 1992 — 1996
M.B.A, Accounting
Penn State University 1985 — 1989
B.S., Finance
RSM McGladrey DirectorMcGladrey1990 - Present
Skills
GAAP, Financial Analysis, Financial Reporting, SEC filings, CPA, Microsoft Office, Internal Controls, Accounting
Education
Saint Joseph's University 1992 — 1996
M.B.A, Accounting
Penn State University 1985 — 1989
B.S., Finance
Marcia Wojnowiak's RSM McGladrey Experience 1998 - 2002
Job Tax Accountant
Industry Accounting
Experience
TTX Company August 2010 - Present
The Duchossois Group, Inc. 2008 - 2010
DeVry, Inc. 2005 - 2008
Spiegel, Inc. 2002 - 2005
RSM McGladrey 1998 - 2002
Skills
Accounting, CPA, Income Tax, Tax, Account Reconciliation, Corporate Tax, Financial Reporting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, Financial Analysis, SEC filings, Auditing, US GAAP, GAAP
Education
Northern Illinois University
B.S., Accounting, Marketing
TTX Company August 2010 - Present
The Duchossois Group, Inc. 2008 - 2010
DeVry, Inc. 2005 - 2008
Spiegel, Inc. 2002 - 2005
RSM McGladrey 1998 - 2002
Skills
Accounting, CPA, Income Tax, Tax, Account Reconciliation, Corporate Tax, Financial Reporting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, Financial Analysis, SEC filings, Auditing, US GAAP, GAAP
Education
Northern Illinois University
B.S., Accounting, Marketing
Cindy Pollack's RSM McGladrey Experience 2004 - 2005
Job Sr Tax Manager
Industry Financial Services
Experience
Deloitte Tax LLC July 2008 - October 2009
RSM McGladrey 2004 - 2005
NYS Society of CPA's 1998 - 2001
R F Lafferty & Co 1994 - 2001
Education
Pace University 1979 — 1981
Deloitte Tax LLC July 2008 - October 2009
RSM McGladrey 2004 - 2005
NYS Society of CPA's 1998 - 2001
R F Lafferty & Co 1994 - 2001
Education
Pace University 1979 — 1981
Bill Gorman's RSM McGladrey Experience 1999 - December 2011
Job McGladrey, llp Regional Managing Partner Southeast Region
Industry Accounting
Experience
McGladrey & Pullen llp May 1999 - Present
RSM McGladrey 1999 - December 2011
C. W. Amos & Company, LLC July 1980 - April 1999
Skills
CPA, SEC filings, GAAP, Tax Research, Mergers & Acquisitions, Tax Accounting, Auditing, Accounting, US GAAP, Sarbanes-Oxley Act, Tax, Management, Revenue Recognition, Corporate Tax, Income Tax, Enterprise Risk..., Business Valuation, International Tax, Tax Preparation, Forensic Accounting, Due Diligence, Assurance, Financial Reporting, Financial Statements, External Audit, Partnership Taxation, Sarbanes-Oxley
Education
Mount Saint Mary's College 1975 — 1979
BA, Political Science
morris hills 1971 — 1975
McGladrey & Pullen llp May 1999 - Present
RSM McGladrey 1999 - December 2011
C. W. Amos & Company, LLC July 1980 - April 1999
Skills
CPA, SEC filings, GAAP, Tax Research, Mergers & Acquisitions, Tax Accounting, Auditing, Accounting, US GAAP, Sarbanes-Oxley Act, Tax, Management, Revenue Recognition, Corporate Tax, Income Tax, Enterprise Risk..., Business Valuation, International Tax, Tax Preparation, Forensic Accounting, Due Diligence, Assurance, Financial Reporting, Financial Statements, External Audit, Partnership Taxation, Sarbanes-Oxley
Education
Mount Saint Mary's College 1975 — 1979
BA, Political Science
morris hills 1971 — 1975
Sam Root's RSM McGladrey Experience September 2006 - June 2008
Job Tax Manager at FreeportMcMoran Copper & Gold, Inc.
Industry Accounting
Experience
Freeport-McMoRan Copper & Gold, Inc. June 2008 - Present
RSM McGladrey September 2006 - June 2008
Deloitte June 2001 - September 2006
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA
Ohio Wesleyan University 1997 — 2001
Freeport-McMoRan Copper & Gold, Inc. June 2008 - Present
RSM McGladrey September 2006 - June 2008
Deloitte June 2001 - September 2006
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA
Ohio Wesleyan University 1997 — 2001
Pamela Custer's RSM McGladrey Experience October 1991 - June 1997
Job Director of Marketing at Gordon Feinblatt LLC
Industry Legal Services
Experience
Gordon Feinblatt LLC August 2001 - Present
Paragon Smart Technologies 1997 - 2001
RSM McGladrey October 1991 - June 1997
Skills
Legal Marketing, Strategic Planning, Social Media Marketing, Corporate Law, Social Media, Integrated Marketing, Marketing Strategy, Email Marketing, Direct Marketing, Public Relations, Marketing, Digital Marketing, Online Marketing, Press Releases, Marketing Communications, Media Relations, Event Management
Education
College of Notre Dame of Maryland 1971 — 1975
Bachelor of Arts, English
Maryvale High School and Grade School
Gordon Feinblatt LLC August 2001 - Present
Paragon Smart Technologies 1997 - 2001
RSM McGladrey October 1991 - June 1997
Skills
Legal Marketing, Strategic Planning, Social Media Marketing, Corporate Law, Social Media, Integrated Marketing, Marketing Strategy, Email Marketing, Direct Marketing, Public Relations, Marketing, Digital Marketing, Online Marketing, Press Releases, Marketing Communications, Media Relations, Event Management
Education
College of Notre Dame of Maryland 1971 — 1975
Bachelor of Arts, English
Maryvale High School and Grade School
Lindsey Buckle's RSM McGladrey Experience March 2007 - March 2008
Job Middle School Math Teacher at Bradshaw Mountain Middle School
Industry Education Management
Experience
Clarity in Numbers, LLC. March 2008 - March 2013
RSM McGladrey March 2007 - March 2008
Hewitt Associates May 2005 - March 2007
Buck Consultants 1999 - 2005
Milliman August 1995 - February 1999
Skills
Actuarial, Defined Benefit, Actuarial Science, Retirement, Employee Benefits, Pensions, Plan Design, Problem Solving, Mathematics, Executive Pay, Accounting, Benefits Administration
Education
Rio Salado College 2013 — 2014
Post Baccalaureate Teacher Certificate - Secondary Math Education, Secondary Education and Teaching
Northern Illinois University 1989 — 1994
Bachelor of Science, Mathematics - Probability and Statistics
Auburn Senior High School 1985 — 1989
High School Diploma, Gifted and Creative and Performing Arts
Clarity in Numbers, LLC. March 2008 - March 2013
RSM McGladrey March 2007 - March 2008
Hewitt Associates May 2005 - March 2007
Buck Consultants 1999 - 2005
Milliman August 1995 - February 1999
Skills
Actuarial, Defined Benefit, Actuarial Science, Retirement, Employee Benefits, Pensions, Plan Design, Problem Solving, Mathematics, Executive Pay, Accounting, Benefits Administration
Education
Rio Salado College 2013 — 2014
Post Baccalaureate Teacher Certificate - Secondary Math Education, Secondary Education and Teaching
Northern Illinois University 1989 — 1994
Bachelor of Science, Mathematics - Probability and Statistics
Auburn Senior High School 1985 — 1989
High School Diploma, Gifted and Creative and Performing Arts
Jeff Baechler's RSM McGladrey Experience 1999 - 2000
Job Program Manager at Alyx Technologies, Inc.
Industry Information Technology and Services
Experience
Alyx Technologies, formerly Information Management Consultants, Inc. 2001 - Present
CapTech Ventures 2000 - 2001
RSM McGladrey 1999 - 2000
Renaissance Worldwide 1996 - 1999
GE Nuclear Energy 1984 - 1996
Skills
Document Management, Business Process..., Change Management, Strategic Planning, Business Strategy, Program Management, Project Management, Business Analysis, Requirements Analysis, IT Strategy, Integration, Management Consulting, Software Project..., Business Process..., Process Improvement, Enterprise Content..., Business Process, Engineering, Management, New Business Development
Education
Pennsylvania State University 1982 — 1984
M.E., Manufacturing Engineering
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Nuclear Engineering
University of California, Santa Cruz
Project Management Certificate
Alyx Technologies, formerly Information Management Consultants, Inc. 2001 - Present
CapTech Ventures 2000 - 2001
RSM McGladrey 1999 - 2000
Renaissance Worldwide 1996 - 1999
GE Nuclear Energy 1984 - 1996
Skills
Document Management, Business Process..., Change Management, Strategic Planning, Business Strategy, Program Management, Project Management, Business Analysis, Requirements Analysis, IT Strategy, Integration, Management Consulting, Software Project..., Business Process..., Process Improvement, Enterprise Content..., Business Process, Engineering, Management, New Business Development
Education
Pennsylvania State University 1982 — 1984
M.E., Manufacturing Engineering
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Nuclear Engineering
University of California, Santa Cruz
Project Management Certificate
Joe McSpadden's RSM McGladrey Experience June 2005 - August 2008
Job Senior Vice PresidentBusiness Development, Print, Fulfillment and Distribution at RR Donnelley
Industry Financial Services
Experience
RR Donnelley March 2011 - Present
Bowne September 2008 - April 2011
RSM McGladrey June 2005 - August 2008
RSM EquiCo Capital Markets LLC 2005 - 2006
Bowne January 2004 - December 2004
Bowne Business Solutions 2001 - 2003
Bowne Business Solutions 2000 - 2001
Xerox Business Services April 1997 - March 2000
Xerox Corporation-Xerox Business Services 1997 - 2000
Xerox Business Services 1997 - 2000
Skills
New Business Development, Strategic Planning, Outsourcing, Sales Management, Business Planning, Budgets, Account Management, Process Engineering, Start-ups, Leadership, Marketing Communications, Finance, Contract Negotiation, Sales, Team Building, Strategy, Management, Operations Management, P&L Management, Solution Selling, Business Development, Project Management, Process Improvement, Cross-functional Team..., Negotiation, Analysis, CRM, Marketing, Strategic Partnerships, B2B, Executive Management, Business Process..., Forecasting, Business Strategy, Program Management, Mergers & Acquisitions, Vendor Management, Change Management, Selling, Sales Process, Competitive Analysis, Salesforce.com, Product Management, Lead Generation, Sales Operations, Team Leadership
Education
Pittsburg State University 1978 — 1982
Bachelor of Business Administration (B.B.A.)
RR Donnelley March 2011 - Present
Bowne September 2008 - April 2011
RSM McGladrey June 2005 - August 2008
RSM EquiCo Capital Markets LLC 2005 - 2006
Bowne January 2004 - December 2004
Bowne Business Solutions 2001 - 2003
Bowne Business Solutions 2000 - 2001
Xerox Business Services April 1997 - March 2000
Xerox Corporation-Xerox Business Services 1997 - 2000
Xerox Business Services 1997 - 2000
Skills
New Business Development, Strategic Planning, Outsourcing, Sales Management, Business Planning, Budgets, Account Management, Process Engineering, Start-ups, Leadership, Marketing Communications, Finance, Contract Negotiation, Sales, Team Building, Strategy, Management, Operations Management, P&L Management, Solution Selling, Business Development, Project Management, Process Improvement, Cross-functional Team..., Negotiation, Analysis, CRM, Marketing, Strategic Partnerships, B2B, Executive Management, Business Process..., Forecasting, Business Strategy, Program Management, Mergers & Acquisitions, Vendor Management, Change Management, Selling, Sales Process, Competitive Analysis, Salesforce.com, Product Management, Lead Generation, Sales Operations, Team Leadership
Education
Pittsburg State University 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Pat Ewert's RSM McGladrey Experience 2004 - 2008
Job Director at The Alliant Group
Industry Accounting
Experience
The Alliant Group DirectorRSM McGladreyMay 2004 - March 2008
RSM McGladrey 2004 - 2008
Education
Northwood University 2003 — 2006
The Alliant Group DirectorRSM McGladreyMay 2004 - March 2008
RSM McGladrey 2004 - 2008
Education
Northwood University 2003 — 2006
Yehuda Kaufold, CPA, MST's RSM McGladrey Experience December 2006 - August 2007
Job Tax Manager Assistant Vice President at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase March 2009 - Present
Deloitte August 2007 - March 2009
RSM McGladrey December 2006 - August 2007
Skills
Accounting, Tax, Income Tax, Compliance, Tax Returns, Auditing, Hedge Funds, Private Equity, General Ledger, Account Reconciliation, Financial Reporting, Financial Services, QuickBooks, CPA, Financial Analysis, High Net Worth...
Education
Pace University - Lubin School of Business 2010 — 2011
MS, Taxation
Touro College 1994 — 1997
Bachelor of Science, Accounting
JPMorgan Chase March 2009 - Present
Deloitte August 2007 - March 2009
RSM McGladrey December 2006 - August 2007
Skills
Accounting, Tax, Income Tax, Compliance, Tax Returns, Auditing, Hedge Funds, Private Equity, General Ledger, Account Reconciliation, Financial Reporting, Financial Services, QuickBooks, CPA, Financial Analysis, High Net Worth...
Education
Pace University - Lubin School of Business 2010 — 2011
MS, Taxation
Touro College 1994 — 1997
Bachelor of Science, Accounting
Jordan Berger's RSM McGladrey Experience October 2005 - December 2006
Job Partner at NFP Insurance Solutions
Industry Insurance
Experience
NFP Insurance Solutions January 2007 - Present
RSM McGladrey October 2005 - December 2006
American Express Tax and Business Services January 1999 - September 2005
Altschuler, Melvoin and Glasser June 1976 - January 1999
Internal Revenue Service August 1969 - June 1976
Skills
Tax, Life Insurance, Estate Law, High Net Worth..., Investments, Financial Planning, Gift Tax, Estate Tax Planning, Estate Planning, Succession Planning, Risk Management, Strategic Financial..., Financial Planners, Management, Insurance, Due Diligence, Corporate Tax, Mergers & Acquisitions
Education
Northwestern University School of Law 1966 — 1969
JD
University of Illinois-Chicago 1963 — 1966
Bachelor of Science in Accounting
Sullivan High School 1959 — 1963
NFP Insurance Solutions January 2007 - Present
RSM McGladrey October 2005 - December 2006
American Express Tax and Business Services January 1999 - September 2005
Altschuler, Melvoin and Glasser June 1976 - January 1999
Internal Revenue Service August 1969 - June 1976
Skills
Tax, Life Insurance, Estate Law, High Net Worth..., Investments, Financial Planning, Gift Tax, Estate Tax Planning, Estate Planning, Succession Planning, Risk Management, Strategic Financial..., Financial Planners, Management, Insurance, Due Diligence, Corporate Tax, Mergers & Acquisitions
Education
Northwestern University School of Law 1966 — 1969
JD
University of Illinois-Chicago 1963 — 1966
Bachelor of Science in Accounting
Sullivan High School 1959 — 1963
Brandi Henning's RSM McGladrey Experience November 2009 - November 2011
Job Senior Accountant at TOTE, Inc.
Industry Accounting
Experience
TOTE, Inc. June 2014 - Present
Hunt Companies, Inc. November 2011 - December 2013
RSM McGladrey November 2009 - November 2011
Talbot, Korvola & Warwick May 2005 - November 2009
Skills
International Tax, Tax, Corporate Tax, Tax Compliance, Income Tax, Partnership Taxation, Tax Research, Tax Returns, Federal Tax, Tax Preparation, Tax Advisory, GAAP, Transfer Pricing, CPA, Financial Statements
Education
Oregon State University 1999 — 2005
BS, Business Administration (Accounting, Finance)
TOTE, Inc. June 2014 - Present
Hunt Companies, Inc. November 2011 - December 2013
RSM McGladrey November 2009 - November 2011
Talbot, Korvola & Warwick May 2005 - November 2009
Skills
International Tax, Tax, Corporate Tax, Tax Compliance, Income Tax, Partnership Taxation, Tax Research, Tax Returns, Federal Tax, Tax Preparation, Tax Advisory, GAAP, Transfer Pricing, CPA, Financial Statements
Education
Oregon State University 1999 — 2005
BS, Business Administration (Accounting, Finance)
Annette Knief's RSM McGladrey Experience April 2005 - Present
Job Managing Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey April 2005 - Present
Skills
Internal Controls, SOX, Operational Risk..., Auditing, Risk Assessment
Education
Northern Illinois University 1997 — 1998
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accountancy
RSM McGladrey April 2005 - Present
Skills
Internal Controls, SOX, Operational Risk..., Auditing, Risk Assessment
Education
Northern Illinois University 1997 — 1998
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accountancy
Eric Plummer's RSM McGladrey Experience VP, DevelopmentOnehealthbank.com1999 - 2001
Job Director, Healthcare BI Solutions at RSM McGladrey
Industry Hospital & Health Care
Experience
RSM McGladrey VP, DevelopmentOnehealthbank.com1999 - 2001
Education
Princeton University
RSM McGladrey VP, DevelopmentOnehealthbank.com1999 - 2001
Education
Princeton University
Joe McSpadden's RSM McGladrey Experience June 2005 - Present
Job Sr VP of Sales & Marketing at RSM McGladrey
Industry Financial Services
Experience
RSM McGladrey June 2005 - Present
Education
Pittsburg State University 1978 — 1982
RSM McGladrey June 2005 - Present
Education
Pittsburg State University 1978 — 1982
Mary Kay Magee's RSM McGladrey Experience Administrative AssistantAmerican Express1998 - 2000
Job Administrative Assistant at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey Administrative AssistantAmerican Express1998 - 2000
Education
North Hennepin Community College 1980 — 1982
RSM McGladrey Administrative AssistantAmerican Express1998 - 2000
Education
North Hennepin Community College 1980 — 1982
Jen Haub's RSM McGladrey Experience 2002 - 2006
Job Accounting Systems Analyst at Pepper Construction Company
Industry Accounting
Experience
Pepper Construction Company June 2014 - Present
Pepper Construction Company April 2011 - May 2014
Ragnar Benson Construction, LLC March 2009 - May 2011
Pepper Construction Company April 2006 - March 2009
RSM McGladrey 2002 - 2006
Skills
Construction Accounting, Financial Reporting, Job Costing, Microsoft Excel, Budgets, Accounting, Cost Accounting, Account Reconciliation, Project Planning, Construction
Education
Northern Illinois University 2001 — 2002
MAS, Accounting
North Central College 1997 — 2001
Bachlor of Arts, Accounting
Pepper Construction Company June 2014 - Present
Pepper Construction Company April 2011 - May 2014
Ragnar Benson Construction, LLC March 2009 - May 2011
Pepper Construction Company April 2006 - March 2009
RSM McGladrey 2002 - 2006
Skills
Construction Accounting, Financial Reporting, Job Costing, Microsoft Excel, Budgets, Accounting, Cost Accounting, Account Reconciliation, Project Planning, Construction
Education
Northern Illinois University 2001 — 2002
MAS, Accounting
North Central College 1997 — 2001
Bachlor of Arts, Accounting
Joanna Herbert's RSM McGladrey Experience August 2001 - December 2005
Job Vice President at Great Lakes Regional Center, LLC
Industry International Affairs
Experience
Great Lakes Regional Center, LLC 2012 - Present
Herbert Technologies, LLC December 2005 - Present
Career Education Corporation July 2008 - March 2012
ThomsonReuters December 2006 - July 2008
RSM McGladrey August 2001 - December 2005
MetalMaker, Inc. 1999 - 2001
Parson Consulting 1998 - 1999
General Instrument Corporation 1996 - 1998
EUROPLUS – TV Broadcast Srl/Fucino Broadcast Srl, January 1993 - October 1995
INTERNATIONAL SERVICES SRL January 1991 - January 1993
Skills
Project Planning, Management Consulting, Project Management, Process Improvement, Business Analysis, E-Learning, Management, Leadership, SharePoint, Training, Start-ups, Analysis, Team Building, Budgets, Recruiting
Education
Northern Illinois University 1985 — 1986
Bachelor of Arts (BA)
Woodstock High School 1980 — 1984
Great Lakes Regional Center, LLC 2012 - Present
Herbert Technologies, LLC December 2005 - Present
Career Education Corporation July 2008 - March 2012
ThomsonReuters December 2006 - July 2008
RSM McGladrey August 2001 - December 2005
MetalMaker, Inc. 1999 - 2001
Parson Consulting 1998 - 1999
General Instrument Corporation 1996 - 1998
EUROPLUS – TV Broadcast Srl/Fucino Broadcast Srl, January 1993 - October 1995
INTERNATIONAL SERVICES SRL January 1991 - January 1993
Skills
Project Planning, Management Consulting, Project Management, Process Improvement, Business Analysis, E-Learning, Management, Leadership, SharePoint, Training, Start-ups, Analysis, Team Building, Budgets, Recruiting
Education
Northern Illinois University 1985 — 1986
Bachelor of Arts (BA)
Woodstock High School 1980 — 1984
Ernest Wood's RSM McGladrey Experience September 2007 - April 2009
Job Company Owner at EMW Financial Services, LLC
Industry Financial Services
Experience
EMW Financial Services, LLC August 2013 - Present
Bradley's Tax and Financial Management January 2011 - August 2013
RSM McGladrey September 2007 - April 2009
ROH, Inc February 1998 - March 2000
Skills
Forecasting, Financial Reporting, Accounting, Tax, Financial Accounting, Internal Controls, Management, Microsoft Excel, Finance, Sarbanes-Oxley Act, Financial Statements, Tax Research, Tax Accounting, Tax Preparation, Corporate Tax
Education
North Carolina State University - College of Management 2006 — 2007
Master's degree, Accounting
EMW Financial Services, LLC August 2013 - Present
Bradley's Tax and Financial Management January 2011 - August 2013
RSM McGladrey September 2007 - April 2009
ROH, Inc February 1998 - March 2000
Skills
Forecasting, Financial Reporting, Accounting, Tax, Financial Accounting, Internal Controls, Management, Microsoft Excel, Finance, Sarbanes-Oxley Act, Financial Statements, Tax Research, Tax Accounting, Tax Preparation, Corporate Tax
Education
North Carolina State University - College of Management 2006 — 2007
Master's degree, Accounting
Dora Dvir, CPA's RSM McGladrey Experience August 2006 - September 2007
Job Managing Director and Shareholder
Industry Accounting
Experience
CBIZ MHM, LLC September 2015 - Present
Citrin Cooperman July 2014 - September 2015
Citrin Cooperman July 2013 - July 2014
Mayer Hoffman McCann CPAs October 2008 - June 2013
Telsey Advisory Group September 2007 - July 2008
RSM McGladrey August 2006 - September 2007
Berenson LLP October 2003 - August 2006
Skills
GAAP, Payroll, Financial Reporting, Financial Accounting, US GAAP, Auditing, Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, External Audit, Financial Statements, Consolidation, Cash Flow, Financial Analysis, Financial Audits, General Ledger, Revenue Recognition, QuickBooks, Assurance, Account Reconciliation, Cost Accounting, Fixed Assets, Journal Entries, Accounts Receivable, Accruals, Forecasting, Bank Reconciliation, Bookkeeping, Private Equity, Accountants, Tax, SEC filings, Internal Audit, Tax Preparation, Income Tax
Education
New York University 1998 — 2001
Bachelor of Science, Economics
CBIZ MHM, LLC September 2015 - Present
Citrin Cooperman July 2014 - September 2015
Citrin Cooperman July 2013 - July 2014
Mayer Hoffman McCann CPAs October 2008 - June 2013
Telsey Advisory Group September 2007 - July 2008
RSM McGladrey August 2006 - September 2007
Berenson LLP October 2003 - August 2006
Skills
GAAP, Payroll, Financial Reporting, Financial Accounting, US GAAP, Auditing, Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, External Audit, Financial Statements, Consolidation, Cash Flow, Financial Analysis, Financial Audits, General Ledger, Revenue Recognition, QuickBooks, Assurance, Account Reconciliation, Cost Accounting, Fixed Assets, Journal Entries, Accounts Receivable, Accruals, Forecasting, Bank Reconciliation, Bookkeeping, Private Equity, Accountants, Tax, SEC filings, Internal Audit, Tax Preparation, Income Tax
Education
New York University 1998 — 2001
Bachelor of Science, Economics
Meg Reisbacher's RSM McGladrey Experience 2010 - 2011
Job Senior Tax Planning Analyst at Starwood Hotels & Resorts Worldwide, Inc.
Industry Accounting
Experience
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - Present
RSM McGladrey 2010 - 2011
Eide Bailly LLP 2007 - 2010
Countrywide Home Lones 2005 - 2007
Skills
Tax Preparation, Financial Statements, Tax, Tax Returns, Auditing, Tax Advisory, Financial Accounting, Management, Accounting, Financial Planners, Tax Accounting, Corporate Tax, US GAAP, GAAP, S Corporations, Sarbanes-Oxley Act, General Ledger, Financial Reporting, CPA, Income Tax, Financial Analysis, Internal Controls, Tax Planning, IRS Audits, State Audits, Researching Tax Issues, Forecasting Dividend..., Ensuring Compliance, Quarterly Provision...
Education
Northern Arizona University 1999 — 2003
Bachelor of Science Degree, Accounting
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - Present
RSM McGladrey 2010 - 2011
Eide Bailly LLP 2007 - 2010
Countrywide Home Lones 2005 - 2007
Skills
Tax Preparation, Financial Statements, Tax, Tax Returns, Auditing, Tax Advisory, Financial Accounting, Management, Accounting, Financial Planners, Tax Accounting, Corporate Tax, US GAAP, GAAP, S Corporations, Sarbanes-Oxley Act, General Ledger, Financial Reporting, CPA, Income Tax, Financial Analysis, Internal Controls, Tax Planning, IRS Audits, State Audits, Researching Tax Issues, Forecasting Dividend..., Ensuring Compliance, Quarterly Provision...
Education
Northern Arizona University 1999 — 2003
Bachelor of Science Degree, Accounting
Brian Rucks, CFP®'s RSM McGladrey Experience March 2005 - April 2007
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 2007 - Present
RSM McGladrey March 2005 - April 2007
Rucks Custom Club Fitting, Inc. January 2000 - March 2007
American Express Financial Advisors December 1990 - January 2000
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MBA, Marketing
Ameriprise Financial July 2007 - Present
RSM McGladrey March 2005 - April 2007
Rucks Custom Club Fitting, Inc. January 2000 - March 2007
American Express Financial Advisors December 1990 - January 2000
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MBA, Marketing
Kenneth Deitz's RSM McGladrey Experience June 1996 - November 2001
Job Owner, Simon & Deitz LLC
Industry Accounting
Experience
Financial Marketing Partners 2010 - Present
Simon & Deitz LLC December 2001 - Present
Simon & Deitz LLC December 2001 - Present
Financial Marketing Partners 2009 - 2011
RSM McGladrey June 1996 - November 2001
Pace University 1997 - 2001
Cohen Friedman Dorman Spector 1992 - 1993
Anchin, Block & Anchin LLP 1985 - 1989
Skills
Tax, Financial Planning, Accounting, Preparation, Financial Reporting, Auditing, Audit, Small Business, Litigation Support, Accounts Payable, Compliance, Payroll, Investments, Real Estate, Non-profits, Asset Management, Financial Accounting, Tax Returns, CPA, Internal Controls, Income Tax, Strategic Financial..., Asset Managment, QuickBooks, Finance, Tax Research, Tax Preparation, Partnership Taxation, Corporate Tax, Nonprofits, Tax Accounting, GAAP, Budgets, IRS, Forensic Accounting, S Corporations, Tax Advisory, Sales Tax, Bookkeeping
Education
Pace University - Lubin School of Business 1997 — 2001
Masters of Science, Taxation
Pace University-Pleasantville/Briarcliff Campus 1997 — 2001
MS Tax
Neshaminy
Financial Marketing Partners 2010 - Present
Simon & Deitz LLC December 2001 - Present
Simon & Deitz LLC December 2001 - Present
Financial Marketing Partners 2009 - 2011
RSM McGladrey June 1996 - November 2001
Pace University 1997 - 2001
Cohen Friedman Dorman Spector 1992 - 1993
Anchin, Block & Anchin LLP 1985 - 1989
Skills
Tax, Financial Planning, Accounting, Preparation, Financial Reporting, Auditing, Audit, Small Business, Litigation Support, Accounts Payable, Compliance, Payroll, Investments, Real Estate, Non-profits, Asset Management, Financial Accounting, Tax Returns, CPA, Internal Controls, Income Tax, Strategic Financial..., Asset Managment, QuickBooks, Finance, Tax Research, Tax Preparation, Partnership Taxation, Corporate Tax, Nonprofits, Tax Accounting, GAAP, Budgets, IRS, Forensic Accounting, S Corporations, Tax Advisory, Sales Tax, Bookkeeping
Education
Pace University - Lubin School of Business 1997 — 2001
Masters of Science, Taxation
Pace University-Pleasantville/Briarcliff Campus 1997 — 2001
MS Tax
Neshaminy
Manny Villa's RSM McGladrey Experience 1998 - 2007
Job Vice President, Corporate Projects at Verisight, Inc
Industry Financial Services
Experience
Verisight, Inc April 2015 - Present
Verisight, Inc 2012 - April 2015
Verisight, Inc 2011 - April 2012
Verisight, Inc March 2007 - May 2011
RSM McGladrey 1998 - 2007
Skills
Pension Administration, 401k, Pensions, Employee Benefits, ERISA, Business Planning, Process Improvement, Leadership, Business Analysis, Strategic Planning, Vendor Management, Team Management, Supervisory Skills, Retirement, Mutual Funds
Education
North Park University 2000 — 2003
Organizational Management
Verisight, Inc April 2015 - Present
Verisight, Inc 2012 - April 2015
Verisight, Inc 2011 - April 2012
Verisight, Inc March 2007 - May 2011
RSM McGladrey 1998 - 2007
Skills
Pension Administration, 401k, Pensions, Employee Benefits, ERISA, Business Planning, Process Improvement, Leadership, Business Analysis, Strategic Planning, Vendor Management, Team Management, Supervisory Skills, Retirement, Mutual Funds
Education
North Park University 2000 — 2003
Organizational Management
Joe Bodan's RSM McGladrey Experience 1988 - 2003
Job Partner & Director of Tax Services at O'Connor Davies Munns & Dobbins, LLP
Industry Accounting
Experience
O'Connor Davies Munns & Dobbins, LLP December 2003 - Present
RSM McGladrey 1988 - 2003
McGladrey & Pullen 1988 - 2003
Skills
International Tax, Tax Accounting, Income Tax, Corporate Tax, Tax, CPA, Partnership Taxation, Tax Research, Tax Returns, Tax Advisory, S Corporations, IRS, Tax Preparation, SEC filings, Tax Law, SEC Filings
Education
Pace University - Lubin School of Business
Master of Science (M.S.), Taxation
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
O'Connor Davies Munns & Dobbins, LLP December 2003 - Present
RSM McGladrey 1988 - 2003
McGladrey & Pullen 1988 - 2003
Skills
International Tax, Tax Accounting, Income Tax, Corporate Tax, Tax, CPA, Partnership Taxation, Tax Research, Tax Returns, Tax Advisory, S Corporations, IRS, Tax Preparation, SEC filings, Tax Law, SEC Filings
Education
Pace University - Lubin School of Business
Master of Science (M.S.), Taxation
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
David Brand's RSM McGladrey Experience December 2003 - April 2010
Job Experienced IT Professional | Infrastructure Design and Support| Compliance | Security | Project Management
Industry Information Technology and Services
Experience
American Hospital Association August 2015 - Present
PLS Financial Services April 2013 - May 2015
Sperco Associates April 2010 - April 2013
RSM McGladrey December 2003 - April 2010
FERS June 1998 - December 2003
Skills
Cloud Computing, CCNA, Virtualization, VMware, Active Directory, Networking, Integration, Consulting, Data Center, Windows Server, Cisco Technologies, IT Management, Information Technology, Disaster Recovery, Network Security, Managed Services, Vendor Management, Information Security, Professional Services, Business Intelligence, Security, Management, Microsoft Exchange, Servers, Project Management
Education
Northern Illinois University 1990 — 1994
BS, Information Systems
American Hospital Association August 2015 - Present
PLS Financial Services April 2013 - May 2015
Sperco Associates April 2010 - April 2013
RSM McGladrey December 2003 - April 2010
FERS June 1998 - December 2003
Skills
Cloud Computing, CCNA, Virtualization, VMware, Active Directory, Networking, Integration, Consulting, Data Center, Windows Server, Cisco Technologies, IT Management, Information Technology, Disaster Recovery, Network Security, Managed Services, Vendor Management, Information Security, Professional Services, Business Intelligence, Security, Management, Microsoft Exchange, Servers, Project Management
Education
Northern Illinois University 1990 — 1994
BS, Information Systems
Marc Dickler's RSM McGladrey Experience 2004 - 2006
Job Partner at Morrison, Brown, Argiz & Farra, LLP
Industry Accounting
Experience
Morrison, Brown, Argiz & Farra, LLP August 2007 - Present
Largest Florida-based (top 50 nationwide) accounting firm - MBAF 2007 - Present
MBAF 2007 - Present
McGladrey & Pullen 2006 - 2007
RSM McGladrey 2004 - 2006
Skills
CPA, GAAP, Financial Reporting, Accounting, Financial Analysis, Auditing
Education
Rider University 1978 — 1981
BSC, Accounting
New York University 1975 — 1977
Morrison, Brown, Argiz & Farra, LLP August 2007 - Present
Largest Florida-based (top 50 nationwide) accounting firm - MBAF 2007 - Present
MBAF 2007 - Present
McGladrey & Pullen 2006 - 2007
RSM McGladrey 2004 - 2006
Skills
CPA, GAAP, Financial Reporting, Accounting, Financial Analysis, Auditing
Education
Rider University 1978 — 1981
BSC, Accounting
New York University 1975 — 1977
Glenn Grossman's RSM McGladrey Experience April 2005 - November 2006
Job President, Grossman Farmers Insurance
Industry Financial Services
Experience
Grossman Insurance Agency 2009 - Present
All-Ways Decorative Concrete January 2007 - December 2008
Feldman Mall Properties, Inc. 2007 - 2007
RSM McGladrey April 2005 - November 2006
The Montecito Companies 2003 - 2005
Bachmann Springs, Ltd 2001 - 2003
White Hawke 1995 - 2001
Coopers & Lybrand 1990 - 1995
Fairfax Savings Association 1985 - 1987
Skills
Insurance, Real Estate, Forecasting, Accounting, Budgeting, Auditing, Contract Negotiation, Employee Relations, Process Improvement, Customer Relations, Executive Management, Start-ups, Public Speaking, Team Building, Due Diligence, Customer Service, Small Business, Risk Management, Strategic Financial..., Strategic Planning, Budgets, First Time Home Buyers, Sales, Financial Analysis, Investment Properties, Sellers, Foreclosures, Claims Management, Financial Planning
Education
Penn State University 1974 — 1978
BS, Accounting
Grossman Insurance Agency 2009 - Present
All-Ways Decorative Concrete January 2007 - December 2008
Feldman Mall Properties, Inc. 2007 - 2007
RSM McGladrey April 2005 - November 2006
The Montecito Companies 2003 - 2005
Bachmann Springs, Ltd 2001 - 2003
White Hawke 1995 - 2001
Coopers & Lybrand 1990 - 1995
Fairfax Savings Association 1985 - 1987
Skills
Insurance, Real Estate, Forecasting, Accounting, Budgeting, Auditing, Contract Negotiation, Employee Relations, Process Improvement, Customer Relations, Executive Management, Start-ups, Public Speaking, Team Building, Due Diligence, Customer Service, Small Business, Risk Management, Strategic Financial..., Strategic Planning, Budgets, First Time Home Buyers, Sales, Financial Analysis, Investment Properties, Sellers, Foreclosures, Claims Management, Financial Planning
Education
Penn State University 1974 — 1978
BS, Accounting
Barbara Lancaster-Beresnoy's RSM McGladrey Experience September 2008 - August 2011
Job CPA, Business Valuation and Litigation Support Services
Industry Accounting
Experience
RSM McGladrey September 2008 - August 2011
Education
Pace University - Lubin School of Business 2004 — 2008
MBA, Accounting, Financial Management
RSM McGladrey September 2008 - August 2011
Education
Pace University - Lubin School of Business 2004 — 2008
MBA, Accounting, Financial Management
Maila Rivad's RSM McGladrey Experience January 2001 - October 2003
Job Seeking new legal position
Industry Legal Services
Experience
Hawai'i Health Connector February 2013 - Present
Bishop & Company, Inc. 2012 - 2013
L & L Energy 2010 - 2011
RSM McGladrey January 2001 - October 2003
Skills
Microsoft Office, Outlook, Microsoft Excel
Education
Punahou School
High School
Seattle University School of Law
Juris Doctor (J.D.), Law
University of Washington
Bachelor’s Degree, Women's Studies / History
Hawai'i Health Connector February 2013 - Present
Bishop & Company, Inc. 2012 - 2013
L & L Energy 2010 - 2011
RSM McGladrey January 2001 - October 2003
Skills
Microsoft Office, Outlook, Microsoft Excel
Education
Punahou School
High School
Seattle University School of Law
Juris Doctor (J.D.), Law
University of Washington
Bachelor’s Degree, Women's Studies / History
Andrew Kreegier's RSM McGladrey Experience 1995 - 2006
Job Manager, Microsoft Tools and Services at United Airlines
Industry Airlines/Aviation
Experience
United Airlines October 2011 - Present
United Airlines January 2008 - October 2011
United Airlines March 2007 - January 2008
RSM McGladrey 1995 - 2006
The Balcor Company 1991 - 1994
Skills
Process Improvement, Enterprise Architecture, Microsoft Technologies, Disaster Recovery, Airlines, IT Strategy
Education
Niles North High School 1984 — 1988
Oakton Community College
United Airlines October 2011 - Present
United Airlines January 2008 - October 2011
United Airlines March 2007 - January 2008
RSM McGladrey 1995 - 2006
The Balcor Company 1991 - 1994
Skills
Process Improvement, Enterprise Architecture, Microsoft Technologies, Disaster Recovery, Airlines, IT Strategy
Education
Niles North High School 1984 — 1988
Oakton Community College
David Oakley's RSM McGladrey Experience 2006 - 2007
Job Senior Manager at Parker+Lynch Consulting
Industry Accounting
Experience
Parker+Lynch Consulting 2014 - 2014
CohnReznick LLP 2010 - 2013
SolomonEdwardsGroup October 2007 - October 2008
RSM McGladrey 2006 - 2007
Jefferson Wells 2003 - 2006
SupplyPro 1999 - 2001
Aetna Investment and Financial Services (Acquired by ING) June 1984 - June 1998
Aetna Investment and Financial Services (Acquired by ING) 1993 - 1996
Aetna Investment and Finacial Services (Acquired by ING) 1989 - 1993
Aetna Investment and Financial Services (Acquired by ING) 1987 - 1989
Skills
Business Strategy, Business Development, Strategy, Program Management, Start-ups, CRM, Finance, Due Diligence, Risk Management, Leadership, Management, New Business Development, Consulting, Enterprise Software, Professional Services, Budgets, IT Strategy, SaaS, Mergers & Acquisitions, Sales, Marketing Strategy, Management Consulting, B2B, Sales Process, Investments, Accounting, Executive Management, Banking, Business Process..., Business Planning, Direct Sales, Financial Analysis, Strategic Planning, Forecasting, Integrated Marketing, Auditing, Entrepreneurship, Internal Controls, Competitive Analysis, Process Improvement, Business Intelligence, Private Equity, Financial Services, Financial Modeling, Strategic Partnerships, Cross-functional Team..., Analysis, Business Analysis, Business Growth...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
M.B.A., Finance and Business Strategy
Northwestern University 1980 — 1984
B.A., Economics, History
Parker+Lynch Consulting 2014 - 2014
CohnReznick LLP 2010 - 2013
SolomonEdwardsGroup October 2007 - October 2008
RSM McGladrey 2006 - 2007
Jefferson Wells 2003 - 2006
SupplyPro 1999 - 2001
Aetna Investment and Financial Services (Acquired by ING) June 1984 - June 1998
Aetna Investment and Financial Services (Acquired by ING) 1993 - 1996
Aetna Investment and Finacial Services (Acquired by ING) 1989 - 1993
Aetna Investment and Financial Services (Acquired by ING) 1987 - 1989
Skills
Business Strategy, Business Development, Strategy, Program Management, Start-ups, CRM, Finance, Due Diligence, Risk Management, Leadership, Management, New Business Development, Consulting, Enterprise Software, Professional Services, Budgets, IT Strategy, SaaS, Mergers & Acquisitions, Sales, Marketing Strategy, Management Consulting, B2B, Sales Process, Investments, Accounting, Executive Management, Banking, Business Process..., Business Planning, Direct Sales, Financial Analysis, Strategic Planning, Forecasting, Integrated Marketing, Auditing, Entrepreneurship, Internal Controls, Competitive Analysis, Process Improvement, Business Intelligence, Private Equity, Financial Services, Financial Modeling, Strategic Partnerships, Cross-functional Team..., Analysis, Business Analysis, Business Growth...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
M.B.A., Finance and Business Strategy
Northwestern University 1980 — 1984
B.A., Economics, History
Bob Wendell's RSM McGladrey Experience 2003 - 2005
Job Enterprise Account Manager at Lexmark International
Industry Information Technology and Services
Experience
Lexmark International August 2008 - Present
Advanced Technology Services February 2005 - August 2008
RSM McGladrey 2003 - 2005
Automatic Data Processing 2000 - 2003
Comdisco 1989 - 2000
Skills
Solution Selling, Enterprise Software, Sales, Sales Operations, Direct Sales, Account Management, Strategic Partnerships, Professional Services, Data Center, Cross-functional Team..., Sales Process, SaaS, Selling, Salesforce.com, Channel Partners, Management, CRM
Education
Northern Illinois University 1984 — 1988
BS
St. Patrick HS 1980 — 1984
St. Ferdinand
Lexmark International August 2008 - Present
Advanced Technology Services February 2005 - August 2008
RSM McGladrey 2003 - 2005
Automatic Data Processing 2000 - 2003
Comdisco 1989 - 2000
Skills
Solution Selling, Enterprise Software, Sales, Sales Operations, Direct Sales, Account Management, Strategic Partnerships, Professional Services, Data Center, Cross-functional Team..., Sales Process, SaaS, Selling, Salesforce.com, Channel Partners, Management, CRM
Education
Northern Illinois University 1984 — 1988
BS
St. Patrick HS 1980 — 1984
St. Ferdinand
Gary Stark's RSM McGladrey Experience January 2010 - June 2012
Job Tax Manager at Shanholt Glassman klein Kramer & Co
Industry Accounting
Experience
Shanholt Glassman Klein Kramer & Co. CPA January 2015 - Present
Joel E Sammet & Co LLP June 2012 - December 2014
RSM McGladrey January 2010 - June 2012
Fulvio & Associates January 2003 - January 2010
Skills
Partnership Taxation, Corporate Tax, Tax Accounting, Income Tax, Tax, Tax Returns, High Net Worth..., Tax Research, Tax Preparation, US Tax, Consolidated Returns, State Tax Planning, S Corporations, CPA
Education
Pace University - Lubin School of Business 1980 — 1985
BBA, Accounting
Shanholt Glassman Klein Kramer & Co. CPA January 2015 - Present
Joel E Sammet & Co LLP June 2012 - December 2014
RSM McGladrey January 2010 - June 2012
Fulvio & Associates January 2003 - January 2010
Skills
Partnership Taxation, Corporate Tax, Tax Accounting, Income Tax, Tax, Tax Returns, High Net Worth..., Tax Research, Tax Preparation, US Tax, Consolidated Returns, State Tax Planning, S Corporations, CPA
Education
Pace University - Lubin School of Business 1980 — 1985
BBA, Accounting
Britt Watkins, CPA's RSM McGladrey Experience 2008 - 2009
Job Director of Fiscal Services at Granville Health System
Industry Accounting
Experience
Granville Health System May 2014 - Present
Cahaba Safeguard Administrators 2009 - May 2014
RSM McGladrey 2008 - 2009
Skills
Accounting, Auditing, CPA, Corporate Tax, US GAAP, Tax Preparation, Tax, GAAP, Tax Research, Tax Accounting, Financial Statements, Income Tax, Internal Controls, Tax Returns, Financial Reporting
Education
North Carolina State University 2007 — 2008
Masters, Accounting
North Carolina State University 2003 — 2007
B.S., Accounting
Granville Health System May 2014 - Present
Cahaba Safeguard Administrators 2009 - May 2014
RSM McGladrey 2008 - 2009
Skills
Accounting, Auditing, CPA, Corporate Tax, US GAAP, Tax Preparation, Tax, GAAP, Tax Research, Tax Accounting, Financial Statements, Income Tax, Internal Controls, Tax Returns, Financial Reporting
Education
North Carolina State University 2007 — 2008
Masters, Accounting
North Carolina State University 2003 — 2007
B.S., Accounting
Angela Mann's RSM McGladrey Experience April 2006 - August 2008
Job Marketing Coordinator, Licensed Personal Assistant at Cathy Hill Realtor
Industry Real Estate
Experience
Cathy Hill Realtor August 2008 - Present
Rsm McGladrey April 2006 - August 2008
Education
Mount Mercy University 2004 — 2006
BA, Urban & Community Services
Cathy Hill Realtor August 2008 - Present
Rsm McGladrey April 2006 - August 2008
Education
Mount Mercy University 2004 — 2006
BA, Urban & Community Services
Alison (Ching ) Lam's RSM McGladrey Experience 2007 - 2011
Job Senior Tax Accountant at EisnerAmper
Industry Accounting
Experience
EisnerAmper LLP 2011 - Present
RSM McGladrey 2007 - 2011
Skills
Tax Research, ProSystem fx Tax, Partnership Taxation, Tax Accounting, GoSystems, Corporate Tax, CPA, Tax, Tax Preparation, Income Tax, CCH ProSystem fx, Tax Returns, US GAAP, Accounting, S Corporations, State Tax, International Tax
Education
North Carolina State University - College of Management 2006 — 2007
MAC, Accounting
North Carolina State University 2002 — 2007
Master of Accounting, Accounting
EisnerAmper LLP 2011 - Present
RSM McGladrey 2007 - 2011
Skills
Tax Research, ProSystem fx Tax, Partnership Taxation, Tax Accounting, GoSystems, Corporate Tax, CPA, Tax, Tax Preparation, Income Tax, CCH ProSystem fx, Tax Returns, US GAAP, Accounting, S Corporations, State Tax, International Tax
Education
North Carolina State University - College of Management 2006 — 2007
MAC, Accounting
North Carolina State University 2002 — 2007
Master of Accounting, Accounting
Dianne Bulleri's RSM McGladrey Experience April 2003 - February 2004
Job Accounting Professional
Industry Accounting
Experience
MeadWestvaco October 2004 - August 2008
MeadWestvaco 2004 - 2008
RSM McGladrey April 2003 - February 2004
Education
Northeastern Illinois University 1972 — 1974
Physical Education
MeadWestvaco October 2004 - August 2008
MeadWestvaco 2004 - 2008
RSM McGladrey April 2003 - February 2004
Education
Northeastern Illinois University 1972 — 1974
Physical Education
Paul Nadolny's RSM McGladrey Experience 2000 - 2002
Job Training Manager at ISI
Industry Management Consulting
Experience
ISI January 2011 - Present
MFR, PC January 2010 - August 2010
MFR PC 2008 - March 2010
Malone & Bailey 2007 - 2008
IPA 2003 - 2006
RSM McGladrey 2000 - 2002
Klaymann & Korman 1999 - 2000
Gunnip & Company 1998 - 1999
Dennis Nelson & Co. 1988 - 1998
Skills
Auditing, Accounting, Management Consulting, Financial Reporting, Financial Analysis, Strategic Planning, Leadership, Managerial Finance, Consulting, QuickBooks, Team Leadership, Finance, Management, Negotiation, General Ledger, Training, Business Planning, Project Management, Financial Accounting, Business Strategy, Business Analysis, Nonprofits, Policy, Coaching, Contract Management, Project Planning, Accounts Receivable, Financial Statements, Budgets, Cash Management, Business Process..., Internal Controls, Microsoft Excel, Team Building, Change Management, Customer Service, Financial Modeling, Process Improvement, Executive Management, Small Business, Mergers
Education
Northwestern University 1979 — 1982
MM, Human Resource Management
The University of Chicago 1975 — 1978
BS, Political Science
ISI January 2011 - Present
MFR, PC January 2010 - August 2010
MFR PC 2008 - March 2010
Malone & Bailey 2007 - 2008
IPA 2003 - 2006
RSM McGladrey 2000 - 2002
Klaymann & Korman 1999 - 2000
Gunnip & Company 1998 - 1999
Dennis Nelson & Co. 1988 - 1998
Skills
Auditing, Accounting, Management Consulting, Financial Reporting, Financial Analysis, Strategic Planning, Leadership, Managerial Finance, Consulting, QuickBooks, Team Leadership, Finance, Management, Negotiation, General Ledger, Training, Business Planning, Project Management, Financial Accounting, Business Strategy, Business Analysis, Nonprofits, Policy, Coaching, Contract Management, Project Planning, Accounts Receivable, Financial Statements, Budgets, Cash Management, Business Process..., Internal Controls, Microsoft Excel, Team Building, Change Management, Customer Service, Financial Modeling, Process Improvement, Executive Management, Small Business, Mergers
Education
Northwestern University 1979 — 1982
MM, Human Resource Management
The University of Chicago 1975 — 1978
BS, Political Science
Kevin Cresimore's RSM McGladrey Experience August 2005 - December 2009
Job Experienced Tax Accountant
Industry Accounting
Experience
RSM McGladrey August 2005 - December 2009
McGladrey & Pullen August 2005 - December 2009
Skills
GAAP, Accounting
Education
North Carolina State University 2004 — 2005
accounting
North Carolina State University - College of Management 2004 — 2005
Accounting
RSM McGladrey August 2005 - December 2009
McGladrey & Pullen August 2005 - December 2009
Skills
GAAP, Accounting
Education
North Carolina State University 2004 — 2005
accounting
North Carolina State University - College of Management 2004 — 2005
Accounting
Jacqueline Ledoux's RSM McGladrey Experience September 1998 - May 2000
Job Accounting Professional
Industry Accounting
Experience
ICF Macro October 2009 - Present
ViaSat Inc. September 2001 - October 2008
Causey Demgen & Moore July 2000 - August 2001
RSM McGladrey September 1998 - May 2000
Skills
Financial Analysis, General Ledger, Forecasting, Accounting, Account Reconciliation, Auditing, Cross-functional Team..., Management, Analysis, Finance, Revenue Recognition, Financial Statements, Financial Reporting, Journal Entries, Budgets
Education
New England College 2009 — 2011
Master of Science, Accounting
University of Southern Maine - School of Business 1989 — 1994
Bachelor of Science, Accounting
ICF Macro October 2009 - Present
ViaSat Inc. September 2001 - October 2008
Causey Demgen & Moore July 2000 - August 2001
RSM McGladrey September 1998 - May 2000
Skills
Financial Analysis, General Ledger, Forecasting, Accounting, Account Reconciliation, Auditing, Cross-functional Team..., Management, Analysis, Finance, Revenue Recognition, Financial Statements, Financial Reporting, Journal Entries, Budgets
Education
New England College 2009 — 2011
Master of Science, Accounting
University of Southern Maine - School of Business 1989 — 1994
Bachelor of Science, Accounting
Oleg Staroselskiy's RSM McGladrey Experience 2005 - April 2009
Job Senior Software developer at Queue Associates
Industry Information Technology and Services
Experience
Queue Associates April 2009 - Present
RSM McGladrey 2005 - April 2009
American Express Tax and Business Services 1999 - 2005
Skills
Crystal Reports, Microsoft SQL Server, VB.NET, SSRS, C#, VBScript, SharePoint, Access, ASP, .NET, VBA, ERP, Business Process, HTML, Axapta, Requirements Analysis, Visual Basic, Databases, Business Intelligence, Microsoft CRM, MS Dynamics AX 2009, MS Dynamics AX 2012, MS Dynamics SL
Education
New York University - Polytechnic School of Engineering 1995 — 1997
BS, Engineering
Queue Associates April 2009 - Present
RSM McGladrey 2005 - April 2009
American Express Tax and Business Services 1999 - 2005
Skills
Crystal Reports, Microsoft SQL Server, VB.NET, SSRS, C#, VBScript, SharePoint, Access, ASP, .NET, VBA, ERP, Business Process, HTML, Axapta, Requirements Analysis, Visual Basic, Databases, Business Intelligence, Microsoft CRM, MS Dynamics AX 2009, MS Dynamics AX 2012, MS Dynamics SL
Education
New York University - Polytechnic School of Engineering 1995 — 1997
BS, Engineering
Celeste Luton's RSM McGladrey Experience August 2001 - August 2006
Job CPA Specializing in Credit Unions
Industry Banking
Experience
Self employed August 2006 - Present
RSM McGladrey August 2001 - August 2006
Columbia Credit Union 1996 - 1998
Skills
Budgets, Financial Reporting, Internal Controls, Financial Analysis, Accounting, Forecasting, Credit Unions
Education
Portland State University - School of Business 1993 — 1995
BS, Accounting
Self employed August 2006 - Present
RSM McGladrey August 2001 - August 2006
Columbia Credit Union 1996 - 1998
Skills
Budgets, Financial Reporting, Internal Controls, Financial Analysis, Accounting, Forecasting, Credit Unions
Education
Portland State University - School of Business 1993 — 1995
BS, Accounting
Dennis Montplaisir's RSM McGladrey Experience 1990 - 1995
Job Infrastructure Architect at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group April 2015 - Present
Capital One April 2012 - April 2015
TEKsystems June 2011 - March 2012
UnitedHealth Group June 2011 - March 2012
MONEYGRAM INTERNATIONAL September 2008 - June 2011
PAISLEY CONSULTING May 2003 - December 2008
Pentair 2003 - 2003
RSM McGladrey 1990 - 1995
Skills
Integration, Operating Systems, IP Networking, VMware, Solaris, Servers, Apache, Windows Server, IIS, Infrastructure, LDAP, Websphere, Weblogic, JBoss Application Server, eDirectory, Software Development, Sun Directory Server, Agile Methodologies, Kanban, ITIL, Microsoft Office, Microsoft SQL Server, Lotus Notes, Lotus Domino, PL/SQL, Perl, Backup & Recovery..., NAS, SAN, Powershell, Data Center..., Amazon Web Services..., WebLogic
Education
North Dakota State University 1986 — 2001
BS
UnitedHealth Group April 2015 - Present
Capital One April 2012 - April 2015
TEKsystems June 2011 - March 2012
UnitedHealth Group June 2011 - March 2012
MONEYGRAM INTERNATIONAL September 2008 - June 2011
PAISLEY CONSULTING May 2003 - December 2008
Pentair 2003 - 2003
RSM McGladrey 1990 - 1995
Skills
Integration, Operating Systems, IP Networking, VMware, Solaris, Servers, Apache, Windows Server, IIS, Infrastructure, LDAP, Websphere, Weblogic, JBoss Application Server, eDirectory, Software Development, Sun Directory Server, Agile Methodologies, Kanban, ITIL, Microsoft Office, Microsoft SQL Server, Lotus Notes, Lotus Domino, PL/SQL, Perl, Backup & Recovery..., NAS, SAN, Powershell, Data Center..., Amazon Web Services..., WebLogic
Education
North Dakota State University 1986 — 2001
BS
Deborah (Deborah Sherlock) Hengtgen's RSM McGladrey Experience August 2002 - December 2009
Job Director of Tax at PSAV
Industry Accounting
Experience
PSAV November 2010 - Present
Miller, Cooper & Co., Ltd. December 2009 - December 2010
RSM McGladrey August 2002 - December 2009
W.R. Meadows, Inc. 1997 - 2001
Skills
Tax Research, Accounting, Tax, Income Tax, Corporate Tax, Tax Accounting, CPA, Partnership Taxation, Tax Preparation, Tax Returns, FIN 48, US Tax, Financial Reporting, GAAP, Auditing, Internal Controls, Financial Accounting, Financial Statements, General Ledger, QuickBooks, Account Reconciliation, S Corporations, US GAAP, State Tax, Sarbanes-Oxley Act, Sales Tax, SEC filings, Journal Entries
Education
Northern Illinois University 2001 — 2002
Masters, Accounting
Truman State University 1997 — 2001
Bachelor, Accounting
Hampshire High School 1993 — 1998
PSAV November 2010 - Present
Miller, Cooper & Co., Ltd. December 2009 - December 2010
RSM McGladrey August 2002 - December 2009
W.R. Meadows, Inc. 1997 - 2001
Skills
Tax Research, Accounting, Tax, Income Tax, Corporate Tax, Tax Accounting, CPA, Partnership Taxation, Tax Preparation, Tax Returns, FIN 48, US Tax, Financial Reporting, GAAP, Auditing, Internal Controls, Financial Accounting, Financial Statements, General Ledger, QuickBooks, Account Reconciliation, S Corporations, US GAAP, State Tax, Sarbanes-Oxley Act, Sales Tax, SEC filings, Journal Entries
Education
Northern Illinois University 2001 — 2002
Masters, Accounting
Truman State University 1997 — 2001
Bachelor, Accounting
Hampshire High School 1993 — 1998
Anna Granaturova, CPA's RSM McGladrey Experience September 2007 - May 2009
Job tax associate at AugustinPartners LLC
Industry Accounting
Experience
AP LLC September 2009 - Present
RSM McGladrey September 2007 - May 2009
BISYS Fund Services December 2006 - September 2007
Prudential Securities August 1998 - May 2002
Skills
Tax, Accounting, Auditing, Tax Accounting, Financial Reporting, Partnership Taxation, SEC filings, Tax Returns, Tax Research
Education
Pace University - Lubin School of Business 2004 — 2006
MS, accounting
Brooklyn College 2003 — 2004
Accounting
Polytechnic university
AP LLC September 2009 - Present
RSM McGladrey September 2007 - May 2009
BISYS Fund Services December 2006 - September 2007
Prudential Securities August 1998 - May 2002
Skills
Tax, Accounting, Auditing, Tax Accounting, Financial Reporting, Partnership Taxation, SEC filings, Tax Returns, Tax Research
Education
Pace University - Lubin School of Business 2004 — 2006
MS, accounting
Brooklyn College 2003 — 2004
Accounting
Polytechnic university
Leah Morrison's RSM McGladrey Experience October 2005 - June 2007
Job Accountant
Industry Accounting
Experience
Morrison Consulting April 2008 - Present
Office Concepts Ltd April 2008 - January 2010
RSM McGladrey October 2005 - June 2007
Miller Fence and Flag 2002 - 2005
Skills
Financial Statements, Bookkeeping, Accounts Receivable, Accounts Payable, Budgets, Microsoft Office, Nonprofits, Accounting, Auditing, Customer Service, Payroll, Forecasting, Strategic Planning, Account Management, Microsoft Word, Corporate Tax, Microsoft Excel, Tax Preparation, Public Speaking, Small Business, General Ledger, Software Documentation
Education
Park University
Management Accounting
Upper Iowa University
Morrison Consulting April 2008 - Present
Office Concepts Ltd April 2008 - January 2010
RSM McGladrey October 2005 - June 2007
Miller Fence and Flag 2002 - 2005
Skills
Financial Statements, Bookkeeping, Accounts Receivable, Accounts Payable, Budgets, Microsoft Office, Nonprofits, Accounting, Auditing, Customer Service, Payroll, Forecasting, Strategic Planning, Account Management, Microsoft Word, Corporate Tax, Microsoft Excel, Tax Preparation, Public Speaking, Small Business, General Ledger, Software Documentation
Education
Park University
Management Accounting
Upper Iowa University
Stephanie Soverns's RSM McGladrey Experience May 2004 - May 2012
Job Studied Bachelor of Nursing at Nova Southeastern University
Industry Hospital & Health Care
Experience
Memorial Healthcare System March 2015 - Present
Nova Southeastern University August 2012 - December 2014
RSM McGladrey May 2004 - May 2012
SunTrust Bank 1999 - 2004
Education
Nova Southeastern University 2012 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Memorial Healthcare System March 2015 - Present
Nova Southeastern University August 2012 - December 2014
RSM McGladrey May 2004 - May 2012
SunTrust Bank 1999 - 2004
Education
Nova Southeastern University 2012 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Gloria Creese-Ash, CAMS's RSM McGladrey Experience August 2008 - November 2008
Job First Vice President BSA & OFAC Compliance Officer at Bank Leumi USA
Industry Banking
Experience
Bank Leumi USA February 2012 - Present
Bank Leumi USA December 2010 - Present
RSM McGladrey August 2008 - November 2008
Promontory Financial Group, LLC February 2008 - July 2008
Bank of Tokyo-Mitsubishi February 2007 - February 2008
New York Community Bancorp March 2006 - February 2007
HSBC June 1998 - February 2006
Fleet Bank November 1990 - June 1998
Skills
AML, KYC, OFAC, USA PATRIOT Act, Bank Secrecy Act, Fraud, Certified Fraud Examiner, Risk Assessment, Private Banking, Credit, Banking, Financial Institutions, Due Diligence, Regulations, Operational Risk, Internal Audit, Risk Management, Financial Risk, Enterprise Risk..., Retail Banking, Financial Regulation, Securities, Private Investigations, Operational Risk..., Investigation, Credit Risk, Investment Banking, Hedge Funds, Derivatives, Financial Services, Financial Markets, FX Options, Anti Money Laundering, Basel II, Capital Markets, Cash Management, Commercial Banking, Loans, Payments
Education
New York Institute of Credit
Business & Finanancial Management
Pace University
Accounting
Bank Leumi USA February 2012 - Present
Bank Leumi USA December 2010 - Present
RSM McGladrey August 2008 - November 2008
Promontory Financial Group, LLC February 2008 - July 2008
Bank of Tokyo-Mitsubishi February 2007 - February 2008
New York Community Bancorp March 2006 - February 2007
HSBC June 1998 - February 2006
Fleet Bank November 1990 - June 1998
Skills
AML, KYC, OFAC, USA PATRIOT Act, Bank Secrecy Act, Fraud, Certified Fraud Examiner, Risk Assessment, Private Banking, Credit, Banking, Financial Institutions, Due Diligence, Regulations, Operational Risk, Internal Audit, Risk Management, Financial Risk, Enterprise Risk..., Retail Banking, Financial Regulation, Securities, Private Investigations, Operational Risk..., Investigation, Credit Risk, Investment Banking, Hedge Funds, Derivatives, Financial Services, Financial Markets, FX Options, Anti Money Laundering, Basel II, Capital Markets, Cash Management, Commercial Banking, Loans, Payments
Education
New York Institute of Credit
Business & Finanancial Management
Pace University
Accounting
Billy Withers's RSM McGladrey Experience January 2011 - April 2011
Job Tax Staff at Pesta, Finnie, and Associates
Industry Financial Services
Experience
Pesta, Finnie, and Associates October 2014 - Present
UMB Fund Services July 2013 - September 2014
Eide Bailly LLP July 2012 - July 2013
Eide Bailly LLP February 2012 - April 2012
RSM McGladrey January 2011 - April 2011
Skills
Excel, Budgeting, Spreadsheets, Accounting, Engagement, ProSystem fx Tax, Income Tax, Corporate Tax, Partnership Taxation, Compliance, Personal Tax Planning, Research, Tax, Tax Preparation, Tax Research, Budgets, Microsoft Excel
Education
University of Denver - Sturm College of Law 2011 — 2013
Master's, Taxation
Northern Illinois University - College of Business 2008 — 2011
Bachelor's of Science, Accountancy
Pesta, Finnie, and Associates October 2014 - Present
UMB Fund Services July 2013 - September 2014
Eide Bailly LLP July 2012 - July 2013
Eide Bailly LLP February 2012 - April 2012
RSM McGladrey January 2011 - April 2011
Skills
Excel, Budgeting, Spreadsheets, Accounting, Engagement, ProSystem fx Tax, Income Tax, Corporate Tax, Partnership Taxation, Compliance, Personal Tax Planning, Research, Tax, Tax Preparation, Tax Research, Budgets, Microsoft Excel
Education
University of Denver - Sturm College of Law 2011 — 2013
Master's, Taxation
Northern Illinois University - College of Business 2008 — 2011
Bachelor's of Science, Accountancy
Carole Brady's RSM McGladrey Experience January 2002 - November 2007
Job State and Local Tax Consultant
Industry Accounting
Experience
Kennedy and Coe, LLC February 2008 - January 2010
RSM McGladrey January 2002 - November 2007
Education
Purdue University 1982 — 1990
BS, Management, Accounting
Kennedy and Coe, LLC February 2008 - January 2010
RSM McGladrey January 2002 - November 2007
Education
Purdue University 1982 — 1990
BS, Management, Accounting
Claudia Gonzales's RSM McGladrey Experience 2005 - 2006
Job Controller at GDC Technics, Ltd.
Industry Aviation & Aerospace
Experience
GDC Technics, Ltd. February 2015 - Present
GDC Technics, Ltd. October 2014 - February 2015
Teleflex Incorporated, Vidacare Business Unit July 2013 - October 2014
BD September 2011 - July 2013
Quest Software, Server Virtualization Management Group June 2006 - March 2011
RSM McGladrey 2005 - 2006
Diocese of Laredo September 2001 - March 2005
The University of Texas at El Paso 2005 - 2005
Gonzalez,Farias,Guerra& December 1996 - September 2001
Homeline Health Services May 1994 - December 1996
Education
Texas A&M International University 1993 — 1996
Master of Business Administration (MBA)
Our Lady of the Lake University 1989 — 1993
BBA
GDC Technics, Ltd. February 2015 - Present
GDC Technics, Ltd. October 2014 - February 2015
Teleflex Incorporated, Vidacare Business Unit July 2013 - October 2014
BD September 2011 - July 2013
Quest Software, Server Virtualization Management Group June 2006 - March 2011
RSM McGladrey 2005 - 2006
Diocese of Laredo September 2001 - March 2005
The University of Texas at El Paso 2005 - 2005
Gonzalez,Farias,Guerra& December 1996 - September 2001
Homeline Health Services May 1994 - December 1996
Education
Texas A&M International University 1993 — 1996
Master of Business Administration (MBA)
Our Lady of the Lake University 1989 — 1993
BBA
Thomas Jeske's RSM McGladrey Experience August 2004 - Present
Job Tax Manager at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey August 2004 - Present
BDO Seidman, LLP August 2004 - December 2005
Skills
Tax, CPA, Tax Research, Corporate Tax, Income Tax, Partnership Taxation, Tax Accounting
Education
Northern Illinois University 1996 — 1998
BS, Accountancy
RSM McGladrey August 2004 - Present
BDO Seidman, LLP August 2004 - December 2005
Skills
Tax, CPA, Tax Research, Corporate Tax, Income Tax, Partnership Taxation, Tax Accounting
Education
Northern Illinois University 1996 — 1998
BS, Accountancy
Joseph Losquadro's RSM McGladrey Experience February 2007 - August 2010
Job Infrastructure Support at Claren Road Asset Management
Industry Financial Services
Experience
Claren Road Asset Management July 2014 - Present
International Swaps and Derivatives Association August 2010 - July 2014
RSM McGladrey February 2007 - August 2010
Telephonics Corporation September 2005 - February 2007
Burns, Russo, Tamigi & Reardon, LLP October 2001 - September 2005
Skills
Blackberry Enterprise..., HP Proliant, HP Desktop, HP LaserJet, IBM Servers, Lenovo, Microsoft Exchange, Microsoft Office, Windows 7, Symantec, Windows Server, VMware Infrastructure, HP Storage, ShoreTel, Troubleshooting, Information Technology, Active Directory, Network Administration, Security, VMware, Infrastructure, Technical Support, Accounting, Management
Education
New York Institute of Technology 2000 — 2004
BT, Electrical Engineering Technology
St. Francis Prep 1996 — 2000
Claren Road Asset Management July 2014 - Present
International Swaps and Derivatives Association August 2010 - July 2014
RSM McGladrey February 2007 - August 2010
Telephonics Corporation September 2005 - February 2007
Burns, Russo, Tamigi & Reardon, LLP October 2001 - September 2005
Skills
Blackberry Enterprise..., HP Proliant, HP Desktop, HP LaserJet, IBM Servers, Lenovo, Microsoft Exchange, Microsoft Office, Windows 7, Symantec, Windows Server, VMware Infrastructure, HP Storage, ShoreTel, Troubleshooting, Information Technology, Active Directory, Network Administration, Security, VMware, Infrastructure, Technical Support, Accounting, Management
Education
New York Institute of Technology 2000 — 2004
BT, Electrical Engineering Technology
St. Francis Prep 1996 — 2000
Toni Matthews's RSM McGladrey Experience February 2006 - June 2008
Job Accounting Professional
Industry Nonprofit Organization Management
Experience
RSM McGladrey February 2006 - June 2008
Jones Lang LaSalle April 2003 - January 2006
Skills
Financial Reporting, Internal Controls, GAAP, Financial Accounting, Accounting, Account Reconciliation, Payroll, QuickBooks, Financial Statements, General Ledger, Fixed Assets, Accruals
Education
Roosevelt University 2008 — 2010
MBA, Accounting
National Louis University 2002 — 2004
Bachelor of Science, Business Management
RSM McGladrey February 2006 - June 2008
Jones Lang LaSalle April 2003 - January 2006
Skills
Financial Reporting, Internal Controls, GAAP, Financial Accounting, Accounting, Account Reconciliation, Payroll, QuickBooks, Financial Statements, General Ledger, Fixed Assets, Accruals
Education
Roosevelt University 2008 — 2010
MBA, Accounting
National Louis University 2002 — 2004
Bachelor of Science, Business Management
Louisa de Chavez's RSM McGladrey Experience 2001 - 2002
Job Term Consultant at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Freddie Mac 2005 - 2010
Freddie Mac 2003 - 2005
Self Employed 2002 - 2004
RSM McGladrey 2001 - 2002
RSM McGladrey 1999 - 2002
Aronson LLC January 1998 - November 1999
Education
Penn State University 1992 — 1997
Bachelor of Science, Accounting
Freddie Mac 2005 - 2010
Freddie Mac 2003 - 2005
Self Employed 2002 - 2004
RSM McGladrey 2001 - 2002
RSM McGladrey 1999 - 2002
Aronson LLC January 1998 - November 1999
Education
Penn State University 1992 — 1997
Bachelor of Science, Accounting
Tina Anstrom's RSM McGladrey Experience May 1985 - April 2005
Job Executive Assistant at The Downey Group, Inc.
Industry Insurance
Experience
The Downey Group, Inc. May 2005 - Present
RSM McGladrey May 1985 - April 2005
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Client Service
Education
Parkland College 1983 — 1985
A.S., Business Administration
The Downey Group, Inc. May 2005 - Present
RSM McGladrey May 1985 - April 2005
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Client Service
Education
Parkland College 1983 — 1985
A.S., Business Administration
Chrissy McDonald's RSM McGladrey Experience December 2004 - September 2005
Job CPA at Christine T. McDonald, CPA
Industry Accounting
Experience
Christine T. McDonald, CPA, MST October 2005 - Present
RSM McGladrey December 2004 - September 2005
Brown & Brown, CPA's July 1997 - June 2002
Education
Providence College 1987 — 1991
BS, Accounting
Bentley University
MST, Taxation
Christine T. McDonald, CPA, MST October 2005 - Present
RSM McGladrey December 2004 - September 2005
Brown & Brown, CPA's July 1997 - June 2002
Education
Providence College 1987 — 1991
BS, Accounting
Bentley University
MST, Taxation
Christina Mason's RSM McGladrey Experience 2005 - 2006
Job Accounts Receivable Specialist at Sea Tel Inc
Industry Financial Services
Experience
Sea Tel Inc September 2014 - Present
Interamerican Motor Corporation January 2012 - October 2013
Interamerican Motor Corporation April 2007 - January 2012
RSM McGladrey 2005 - 2006
American Express Tax and Business Services 1999 - 2005
Bernstein Fox Goldberg 1990 - 1995
Deloitte 1986 - 1990
Skills
Cross-functional Team..., Collections, Credit Analysis, Management, Training, Leading Meetings, SAP ERP, SAP FICO, Collaborative Problem..., SAP Implementation, ERP, Accounts Receivable, Business Process, Process Improvement, Forecasting, Financial Reporting
Education
University of California, Riverside 1983 — 1986
BA, English
Principia College 1983 — 1984
Sea Tel Inc September 2014 - Present
Interamerican Motor Corporation January 2012 - October 2013
Interamerican Motor Corporation April 2007 - January 2012
RSM McGladrey 2005 - 2006
American Express Tax and Business Services 1999 - 2005
Bernstein Fox Goldberg 1990 - 1995
Deloitte 1986 - 1990
Skills
Cross-functional Team..., Collections, Credit Analysis, Management, Training, Leading Meetings, SAP ERP, SAP FICO, Collaborative Problem..., SAP Implementation, ERP, Accounts Receivable, Business Process, Process Improvement, Forecasting, Financial Reporting
Education
University of California, Riverside 1983 — 1986
BA, English
Principia College 1983 — 1984
Marianna Pisetskaya's RSM McGladrey Experience October 2007 - Present
Job Lead Tax Manager FS at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey October 2007 - Present
McGladrey October 2004 - Present
Fulvio & Associates, LP February 2001 - September 2004
Skills
Tax Research, Partnership Taxation, Tax, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax, Accounting, Income Tax, FIN 48, International Tax, High Net Worth..., CPA
Education
Pace University - Lubin School of Business 1996 — 1999
BA, Accounting
RSM McGladrey October 2007 - Present
McGladrey October 2004 - Present
Fulvio & Associates, LP February 2001 - September 2004
Skills
Tax Research, Partnership Taxation, Tax, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax, Accounting, Income Tax, FIN 48, International Tax, High Net Worth..., CPA
Education
Pace University - Lubin School of Business 1996 — 1999
BA, Accounting
Diane Barrett's RSM McGladrey Experience July 2007 - September 2008
Job Accountant at Akerue Industries
Industry Accounting
Experience
Akerue Industries February 2014 - Present
Chunowitz, Teitelbaum, & Mandel August 2011 - February 2014
PharMEDium Healthcare September 2008 - August 2011
RSM McGladrey July 2007 - September 2008
Skills
Journal Entries, Financial Statements, Licensed C.P.A., General Ledger, Auditing, Fixed Assets, Sales Tax, Corporate Tax, Payroll Taxes, Year End Accounts, Account Reconciliation, Cost Accounting, Great Plains Software, Internal Controls, Sarbanes-Oxley Act, Accruals, Accounts Receivable, Financial Reporting, GAAP, Revenue Recognition, Variance Analysis, Year-end Close, Bank Reconciliation, Depreciation, Peachtree, Balance, Accountants, Tax Accounting, Monthly Close, Project Accounting, Tax Returns, US GAAP, Consolidation, VAT, Management Accounting
Education
Northern Illinois University
Bachelor's degree, Accounting
Northern Illinois University
Master's Degree, Taxation
Akerue Industries February 2014 - Present
Chunowitz, Teitelbaum, & Mandel August 2011 - February 2014
PharMEDium Healthcare September 2008 - August 2011
RSM McGladrey July 2007 - September 2008
Skills
Journal Entries, Financial Statements, Licensed C.P.A., General Ledger, Auditing, Fixed Assets, Sales Tax, Corporate Tax, Payroll Taxes, Year End Accounts, Account Reconciliation, Cost Accounting, Great Plains Software, Internal Controls, Sarbanes-Oxley Act, Accruals, Accounts Receivable, Financial Reporting, GAAP, Revenue Recognition, Variance Analysis, Year-end Close, Bank Reconciliation, Depreciation, Peachtree, Balance, Accountants, Tax Accounting, Monthly Close, Project Accounting, Tax Returns, US GAAP, Consolidation, VAT, Management Accounting
Education
Northern Illinois University
Bachelor's degree, Accounting
Northern Illinois University
Master's Degree, Taxation
Keely Loomis's RSM McGladrey Experience August 2005 - November 2006
Job Specimen Processor at Meriter Hospital
Industry Hospital & Health Care
Experience
Meriter Hospital December 2013 - Present
Meriter Hospital 2012 - Present
Laserwords November 2006 - January 2011
RSM McGladrey August 2005 - November 2006
Skills
Hospitals, Patient Safety, Healthcare, Epic Systems, ACLS, Medical Terminology, Cpr Certified, HIPAA, Acute Care, Healthcare Information..., Medical Records
Education
Odessa College 2002 — 2004
Associate's degree, Business Administration and Management, General
Meriter Hospital December 2013 - Present
Meriter Hospital 2012 - Present
Laserwords November 2006 - January 2011
RSM McGladrey August 2005 - November 2006
Skills
Hospitals, Patient Safety, Healthcare, Epic Systems, ACLS, Medical Terminology, Cpr Certified, HIPAA, Acute Care, Healthcare Information..., Medical Records
Education
Odessa College 2002 — 2004
Associate's degree, Business Administration and Management, General