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
Laurie Birch Laurie Birch's RSM McGladrey Experience January 1988 - October 2003
Job Accounting Manager at AY McDonald Manufacturing Company
Industry Machinery
Experience
AY Manufacuring Company October 2014 - Present
Robert Half Management Resources April 2014 - September 2014
Stanley Black & Decker, Inc. April 2012 - December 2013
Thermo Fisher Scientific December 2006 - November 2010
G&G Living Centers January 2005 - October 2006
Business Microvar October 2003 - December 2004
RSM McGladrey January 1988 - October 2003
Skills
Access, PCI, Procurment Card, Excel, SOX, Tax Preparation, Financial Analysis, Financial Reporting, Financial Management, Financial Accounting, Financials, Sales Management, Direct Sales, Sales Presentations, Technical Presentations, Software Implementation, Great Plains Software, Accounting, Microsoft Excel, Customer Service, General Ledger, Managerial Finance, Internal Controls, Auditing, Business Process..., Finance, Sarbanes-Oxley Act, Process Improvement, Budgets, Payroll, SAP, Analysis, Cross-functional Team..., Management, Strategic Planning, Leadership, Forecasting, Change Management, Budgeting
Education
Regis University 2007 — 2009
MBA, Finance and Accounting
AY Manufacuring Company October 2014 - Present
Robert Half Management Resources April 2014 - September 2014
Stanley Black & Decker, Inc. April 2012 - December 2013
Thermo Fisher Scientific December 2006 - November 2010
G&G Living Centers January 2005 - October 2006
Business Microvar October 2003 - December 2004
RSM McGladrey January 1988 - October 2003
Skills
Access, PCI, Procurment Card, Excel, SOX, Tax Preparation, Financial Analysis, Financial Reporting, Financial Management, Financial Accounting, Financials, Sales Management, Direct Sales, Sales Presentations, Technical Presentations, Software Implementation, Great Plains Software, Accounting, Microsoft Excel, Customer Service, General Ledger, Managerial Finance, Internal Controls, Auditing, Business Process..., Finance, Sarbanes-Oxley Act, Process Improvement, Budgets, Payroll, SAP, Analysis, Cross-functional Team..., Management, Strategic Planning, Leadership, Forecasting, Change Management, Budgeting
Education
Regis University 2007 — 2009
MBA, Finance and Accounting
Mark A. Stiles, CPA Mark A. Stiles, CPA's RSM McGladrey Experience 2005 - 2006
Job Certified Public Accountant/Consultant
Industry Accounting
Experience
CSDC Systems Inc. February 2010 - Present
Mark A. Stiles, CPA December 2009 - Present
High Fives for Hope December 2008 - Present
Stetson University March 2013 - June 2013
Avail Financial & Tax Services, LLC November 2007 - November 2009
H & J Contracting, Inc March 2006 - October 2007
RSM McGladrey 2005 - 2006
Dickinson & McDonald, PA July 2004 - August 2005
Skills
Accounting, Financial Reporting, Tax, Small Business, Bookkeeping, Quickbooks, Start-ups, Budgeting, Non-profits, Budgets, QuickBooks, Finance, Leadership, Nonprofits, General Ledger, Tax Preparation, Analysis, CPA, Cash Flow, Account Reconciliation, Financial Analysis, Financial Statements, Internal Controls, Management
Education
Stetson University 2004 — 2008
MAcc, Accounting
Stetson University 2001 — 2004
BBA, Accounting Information Systems
CSDC Systems Inc. February 2010 - Present
Mark A. Stiles, CPA December 2009 - Present
High Fives for Hope December 2008 - Present
Stetson University March 2013 - June 2013
Avail Financial & Tax Services, LLC November 2007 - November 2009
H & J Contracting, Inc March 2006 - October 2007
RSM McGladrey 2005 - 2006
Dickinson & McDonald, PA July 2004 - August 2005
Skills
Accounting, Financial Reporting, Tax, Small Business, Bookkeeping, Quickbooks, Start-ups, Budgeting, Non-profits, Budgets, QuickBooks, Finance, Leadership, Nonprofits, General Ledger, Tax Preparation, Analysis, CPA, Cash Flow, Account Reconciliation, Financial Analysis, Financial Statements, Internal Controls, Management
Education
Stetson University 2004 — 2008
MAcc, Accounting
Stetson University 2001 — 2004
BBA, Accounting Information Systems
Jeff Becker, CPA Jeff Becker, CPA's RSM McGladrey Experience May 2008 - August 2008
Job Manager International Tax at McGladrey
Industry Accounting
Experience
McGladrey November 2009 - Present
Martz & Wilson, LLP January 2009 - April 2009
RSM McGladrey May 2008 - August 2008
Enterprise Fleet Services May 2007 - May 2008
Skills
Tax, International Tax, Accounting, CPA, Tax Research, Mergers & Acquisitions, Tax Advisory, FATCA, Private Equity, Corporate Tax, Partnership Taxation, Outbound tax structuring, Inbound tax structuring, Income Tax, Transfer Pricing
Education
Saint Louis University 2008 — 2009
Masters, Accounting
Saint Louis University 2004 — 2008
Bachelors, Accounting
McGladrey November 2009 - Present
Martz & Wilson, LLP January 2009 - April 2009
RSM McGladrey May 2008 - August 2008
Enterprise Fleet Services May 2007 - May 2008
Skills
Tax, International Tax, Accounting, CPA, Tax Research, Mergers & Acquisitions, Tax Advisory, FATCA, Private Equity, Corporate Tax, Partnership Taxation, Outbound tax structuring, Inbound tax structuring, Income Tax, Transfer Pricing
Education
Saint Louis University 2008 — 2009
Masters, Accounting
Saint Louis University 2004 — 2008
Bachelors, Accounting
Jeanine Hansen Jeanine Hansen's RSM McGladrey Experience July 1997 - May 2006
Job Manager, HR Learning Solutions at RBC Wealth Management
Industry Professional Training & Coaching
Experience
RBC Wealth Management November 2014 - Present
Cargill August 2011 - December 2013
Compound Profit Advisors July 2009 - July 2011
RSM McGladrey, Inc May 2006 - March 2009
RSM McGladrey July 1997 - May 2006
Blue Water Hospice June 1996 - July 1997
Boornazian, Jensen & Garthe December 1995 - July 1996
Skills
Talent Acquisition, Succession Planning, Organizational..., Change Management, Performance Management, Leadership Development, Organizational..., Process Improvement, Strategic Planning, Talent Management, Team Building, Onboarding, Project Management, Business Strategy, Business Process..., Business Planning, Management, Training, Leadership, Employee Relations, Budgets, Human Resources, Program Management, Executive Management, Strategy, Employee Training, Employee Engagement, Policy, Team Leadership, Cross-functional Team..., Six Sigma, Management Consulting, Coaching, Staff Development, Instructional Design
Education
University of Minnesota - Carlson School of Management 2004 — 2008
MBA, Strategy and Operations
St. Catherine University 1998 — 2000
BS, Business - Management/Marketing
The University of Chicago Booth School of Business 2000 — 2006
Executive Education, Advanced Business Advisor Program
RBC Wealth Management November 2014 - Present
Cargill August 2011 - December 2013
Compound Profit Advisors July 2009 - July 2011
RSM McGladrey, Inc May 2006 - March 2009
RSM McGladrey July 1997 - May 2006
Blue Water Hospice June 1996 - July 1997
Boornazian, Jensen & Garthe December 1995 - July 1996
Skills
Talent Acquisition, Succession Planning, Organizational..., Change Management, Performance Management, Leadership Development, Organizational..., Process Improvement, Strategic Planning, Talent Management, Team Building, Onboarding, Project Management, Business Strategy, Business Process..., Business Planning, Management, Training, Leadership, Employee Relations, Budgets, Human Resources, Program Management, Executive Management, Strategy, Employee Training, Employee Engagement, Policy, Team Leadership, Cross-functional Team..., Six Sigma, Management Consulting, Coaching, Staff Development, Instructional Design
Education
University of Minnesota - Carlson School of Management 2004 — 2008
MBA, Strategy and Operations
St. Catherine University 1998 — 2000
BS, Business - Management/Marketing
The University of Chicago Booth School of Business 2000 — 2006
Executive Education, Advanced Business Advisor Program
Bettina McDavid, PHR Bettina McDavid, PHR's RSM McGladrey Experience 2000 - 2007
Job Director of Talent Acquisition at Stansberry Research
Industry Financial Services
Experience
Stansberry Research June 2015 - Present
McCormick September 2011 - June 2015
Ernst & Young January 2011 - September 2011
SC&H Group November 2007 - January 2011
RSM McGladrey 2000 - 2007
American Express Tax & Business Services 2000 - 2005
Skills
Talent Acquisition, Sourcing, Management, Pipeline Management, Executive Search, Recruiting, Leadership, Applicant Tracking..., College Recruiting, Internet Recruiting, Employer Branding, Technical Recruiting, Workforce Planning, Talent Management, Benefits Negotiation, Succession Planning, Onboarding, Permanent Placement, Temporary Placement, Employee Relations, Executive compensation, Negotiation
Education
Roanoke College 1992 — 1996
BS
Universität Salzburg 1995 — 1995
Stansberry Research June 2015 - Present
McCormick September 2011 - June 2015
Ernst & Young January 2011 - September 2011
SC&H Group November 2007 - January 2011
RSM McGladrey 2000 - 2007
American Express Tax & Business Services 2000 - 2005
Skills
Talent Acquisition, Sourcing, Management, Pipeline Management, Executive Search, Recruiting, Leadership, Applicant Tracking..., College Recruiting, Internet Recruiting, Employer Branding, Technical Recruiting, Workforce Planning, Talent Management, Benefits Negotiation, Succession Planning, Onboarding, Permanent Placement, Temporary Placement, Employee Relations, Executive compensation, Negotiation
Education
Roanoke College 1992 — 1996
BS
Universität Salzburg 1995 — 1995
Brie Gunderson Brie Gunderson's RSM McGladrey Experience March 2005 - February 2008
Job Senior Manager, Demand Generation at Wipfli LLP
Industry Financial Services
Experience
Wipfli LLP December 2013 - Present
Wipfli LLP February 2008 - November 2013
RSM McGladrey March 2005 - February 2008
Marketing Architects September 2004 - February 2005
Family Swim School August 1997 - July 2004
Skills
Email Marketing, Online Marketing, Social Media Marketing, Marketing Communications, Social Media, Direct Marketing, CRM, Integrated Marketing, Strategy, Lead Generation, Marketing, Market Planning, Market Research, Marketing Management, Marketing Strategy, Salesforce.com, SEO, B2B, Analytics
Education
St. Cloud State University 1999 — 2003
Bachelor of Science, Mass Communications
Wipfli LLP December 2013 - Present
Wipfli LLP February 2008 - November 2013
RSM McGladrey March 2005 - February 2008
Marketing Architects September 2004 - February 2005
Family Swim School August 1997 - July 2004
Skills
Email Marketing, Online Marketing, Social Media Marketing, Marketing Communications, Social Media, Direct Marketing, CRM, Integrated Marketing, Strategy, Lead Generation, Marketing, Market Planning, Market Research, Marketing Management, Marketing Strategy, Salesforce.com, SEO, B2B, Analytics
Education
St. Cloud State University 1999 — 2003
Bachelor of Science, Mass Communications
Tom McFadden Tom McFadden's RSM McGladrey Experience 1993 - 1998
Job Partner at Gatto, Pope & Walwick, LLP
Industry Accounting
Experience
Gatto, Pope & Walwick, LLP December 1998 - Present
McGladrey & Pullen, LLP 1993 - 1998
RSM McGladrey 1993 - 1998
Skills
Tax, Real Estate Transactions, Stocks, Accounting, Financial Reporting, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, S Corporations, Financial Statements, Construction, CPA, Partnership Taxation, Tax Research, Tax Accounting, Auditing, GAAP, General Ledger, Cash Flow
Education
San Diego State University-California State University 1986 — 1989
Bachelor of Science, Business Administration (Accounting)
Gatto, Pope & Walwick, LLP December 1998 - Present
McGladrey & Pullen, LLP 1993 - 1998
RSM McGladrey 1993 - 1998
Skills
Tax, Real Estate Transactions, Stocks, Accounting, Financial Reporting, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, S Corporations, Financial Statements, Construction, CPA, Partnership Taxation, Tax Research, Tax Accounting, Auditing, GAAP, General Ledger, Cash Flow
Education
San Diego State University-California State University 1986 — 1989
Bachelor of Science, Business Administration (Accounting)
Morgan Bainbridge Morgan Bainbridge's RSM McGladrey Experience September 2005 - December 2006
Job Senior Marketing Manager at Sikich
Industry Management Consulting
Experience
Sikich April 2015 - Present
Huron Consulting Group December 2006 - April 2015
RSM McGladrey September 2005 - December 2006
American Express Tax and Business Services 1999 - 2005
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Marketing Management, Marketing, Competitive Analysis, Advertising, Email Marketing, Coaching, Management, Project Management
Education
Roosevelt University 2000 — 2002
MSIMC, Integrated Marketing Communications
Southern Illinois University, Carbondale 1993 — 1999
BA, German; Foreign Language International Trade
Sikich April 2015 - Present
Huron Consulting Group December 2006 - April 2015
RSM McGladrey September 2005 - December 2006
American Express Tax and Business Services 1999 - 2005
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Marketing Management, Marketing, Competitive Analysis, Advertising, Email Marketing, Coaching, Management, Project Management
Education
Roosevelt University 2000 — 2002
MSIMC, Integrated Marketing Communications
Southern Illinois University, Carbondale 1993 — 1999
BA, German; Foreign Language International Trade
Stephanie Renick Stephanie Renick's RSM McGladrey Experience June 2005 - December 2008
Job Manager, Operations Services at KPMG
Industry Accounting
Experience
KPMG 2008 - Present
RSM McGladrey June 2005 - December 2008
Point Loma Nazarene University 2004 - 2005
RSM McGladrey May 2000 - September 2002
Skills
Management, Cross-functional Team..., Change Management, Strategic Planning, Project Management, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, QuickBooks, Risk Management, Internal Controls, Microsoft Excel, Microsoft Word, Microsoft Office, Operations Management, Internal Audit, PowerPoint, Team Leadership
Education
San Diego State University-California State University 2007 — 2013
Master of Social Work (MSW), Administration & Community Development
San Diego State University-California State University 1983 — 1986
BS, Bus Administration-Accounting
KPMG 2008 - Present
RSM McGladrey June 2005 - December 2008
Point Loma Nazarene University 2004 - 2005
RSM McGladrey May 2000 - September 2002
Skills
Management, Cross-functional Team..., Change Management, Strategic Planning, Project Management, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, QuickBooks, Risk Management, Internal Controls, Microsoft Excel, Microsoft Word, Microsoft Office, Operations Management, Internal Audit, PowerPoint, Team Leadership
Education
San Diego State University-California State University 2007 — 2013
Master of Social Work (MSW), Administration & Community Development
San Diego State University-California State University 1983 — 1986
BS, Bus Administration-Accounting
Katie Hoagberg-Masog Katie Hoagberg-Masog's RSM McGladrey Experience October 1997 - December 2000
Job Director of Accounting at Twin Cities & Western Railroad
Industry Accounting
Experience
Twin Cities & Western Railroad January 2010 - Present
Advantage Performance Network October 2007 - October 2009
Strom Aviation April 2007 - October 2007
IQ Marketing January 2001 - April 2007
RSM McGladrey October 1997 - December 2000
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Payroll, Managerial Finance, Finance, Budgets, Variance Analysis, Management, Leadership, Journal Entries, Cash Flow Forecasting, Banking, Project Accounting, Sales, SEC filings, Forecasting, CPA, Sarbanes-Oxley Act
Education
Saint Mary's University of Minnesota 1994 — 1998
Bachelors, Accounting
Apple Valley Senior High School 1991 — 1994
Twin Cities & Western Railroad January 2010 - Present
Advantage Performance Network October 2007 - October 2009
Strom Aviation April 2007 - October 2007
IQ Marketing January 2001 - April 2007
RSM McGladrey October 1997 - December 2000
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Payroll, Managerial Finance, Finance, Budgets, Variance Analysis, Management, Leadership, Journal Entries, Cash Flow Forecasting, Banking, Project Accounting, Sales, SEC filings, Forecasting, CPA, Sarbanes-Oxley Act
Education
Saint Mary's University of Minnesota 1994 — 1998
Bachelors, Accounting
Apple Valley Senior High School 1991 — 1994
Steven Cabrera Steven Cabrera's RSM McGladrey Experience 2007 - 2010
Job CPA Consultant in Multi State & Local Tax
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
RSM McGladrey 2007 - 2010
Deloitte & Touche June 2004 - October 2006
California State Board of Equalization March 1995 - May 2004
Skills
Sales & Use Tax, Tax Accounting, Due Diligence, Tax Research, CPA, Tax, Tax Advisory
Education
San Diego State University-California State University
Bachelors of Science, Business Administration - Accountancy
Grant Thornton LLP March 2011 - Present
RSM McGladrey 2007 - 2010
Deloitte & Touche June 2004 - October 2006
California State Board of Equalization March 1995 - May 2004
Skills
Sales & Use Tax, Tax Accounting, Due Diligence, Tax Research, CPA, Tax, Tax Advisory
Education
San Diego State University-California State University
Bachelors of Science, Business Administration - Accountancy
Christopher Bailey, CPA's RSM McGladrey Experience January 2007 - August 2007
Job CFO at Private
Industry Accounting
Experience
Private December 2014 - Present
PwC August 2013 - November 2014
Montgomery Coscia Greilich LLP December 2012 - August 2013
Catastrophic Claims Consultants August 2011 - January 2013
Briggs & Veselka Co. November 2010 - July 2011
Gainer, Donnelly & Desroches September 2007 - November 2010
RSM McGladrey January 2007 - August 2007
JP Morgan June 2006 - January 2007
Skills
Partnerships, Tax, Corporate Governance, Operations Management, Corporate Tax, High Net Worth..., Property & Casualty..., New Business Development, Operational Efficiency, Recruiting, Employee Retention, Business Process Design, Managing Partner..., Partnership Taxation, Engagement Management, Performance Evaluation, Personal Tax Planning, Business Tax Planning, Talent Acquisition, Business Development, Strategic Planning, Financial Forecasting, Financial Markets, Construction, Property Claims, Capital Budgeting, Business Operations, Team Building, Development Of Employees, Training, Market Research, Research, Non-profit Taxation, Procedure Manuals, Process Improvement, Business Process..., Financial Projection, Interdepartmental..., Mentoring, Nonprofits, CPA, Finance
Education
Southwestern University 2002 — 2006
Bachelors, Accounting, Business, Economics, Classics
Denison High School 1998 — 2002
Private December 2014 - Present
PwC August 2013 - November 2014
Montgomery Coscia Greilich LLP December 2012 - August 2013
Catastrophic Claims Consultants August 2011 - January 2013
Briggs & Veselka Co. November 2010 - July 2011
Gainer, Donnelly & Desroches September 2007 - November 2010
RSM McGladrey January 2007 - August 2007
JP Morgan June 2006 - January 2007
Skills
Partnerships, Tax, Corporate Governance, Operations Management, Corporate Tax, High Net Worth..., Property & Casualty..., New Business Development, Operational Efficiency, Recruiting, Employee Retention, Business Process Design, Managing Partner..., Partnership Taxation, Engagement Management, Performance Evaluation, Personal Tax Planning, Business Tax Planning, Talent Acquisition, Business Development, Strategic Planning, Financial Forecasting, Financial Markets, Construction, Property Claims, Capital Budgeting, Business Operations, Team Building, Development Of Employees, Training, Market Research, Research, Non-profit Taxation, Procedure Manuals, Process Improvement, Business Process..., Financial Projection, Interdepartmental..., Mentoring, Nonprofits, CPA, Finance
Education
Southwestern University 2002 — 2006
Bachelors, Accounting, Business, Economics, Classics
Denison High School 1998 — 2002
David Aquino David Aquino's RSM McGladrey Experience June 2004 - September 2004
Job Senior Audit Associate at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman February 2015 - Present
Grant Thornton LLP October 2011 - February 2015
Grant Thornton LLP June 2010 - August 2010
Raymond James May 2009 - June 2010
Wachovia Securities, LLC June 2008 - May 2009
RSM McGladrey June 2004 - September 2004
Skills
Accounting, Auditing, Excel, Tax, Finance, PowerPoint, Microsoft Excel, Internal Controls, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, US GAAP, Microsoft Office, Sarbanes-Oxley Act, SEC Filings
Education
Saint Joseph's University 2007 — 2011
BS, Accounting, Finance
Saint Joseph's University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Citrin Cooperman February 2015 - Present
Grant Thornton LLP October 2011 - February 2015
Grant Thornton LLP June 2010 - August 2010
Raymond James May 2009 - June 2010
Wachovia Securities, LLC June 2008 - May 2009
RSM McGladrey June 2004 - September 2004
Skills
Accounting, Auditing, Excel, Tax, Finance, PowerPoint, Microsoft Excel, Internal Controls, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, US GAAP, Microsoft Office, Sarbanes-Oxley Act, SEC Filings
Education
Saint Joseph's University 2007 — 2011
BS, Accounting, Finance
Saint Joseph's University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Patrick Overton, CPA Patrick Overton, CPA's RSM McGladrey Experience June 2008 - September 2010
Job Tax Manager Washington National Tax, Accounting for Income Taxes at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
Deloitte November 2012 - Present
Forrester Research June 2012 - October 2012
Deloitte October 2010 - March 2012
McGladrey September 2010 - October 2010
RSM McGladrey June 2008 - September 2010
Firley, Moran, Freer & Eassa, CPA, P.C. 2007 - 2007
Skills
Tax Returns, Financial Accounting, Tax Accounting, Tax, Tax Preparation, International Tax, Corporate Tax, OneSource, US GAAP, Income Tax, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2008
Bacherlor of Science, Accounting
Deloitte June 2015 - Present
Deloitte November 2012 - Present
Forrester Research June 2012 - October 2012
Deloitte October 2010 - March 2012
McGladrey September 2010 - October 2010
RSM McGladrey June 2008 - September 2010
Firley, Moran, Freer & Eassa, CPA, P.C. 2007 - 2007
Skills
Tax Returns, Financial Accounting, Tax Accounting, Tax, Tax Preparation, International Tax, Corporate Tax, OneSource, US GAAP, Income Tax, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2008
Bacherlor of Science, Accounting
Jonathan Pearl Jonathan Pearl's RSM McGladrey Experience May 2005 - December 2007
Job COO & CIO at STOP!T
Industry Internet
Experience
STOP!T November 2014 - Present
The Collective September 2013 - November 2014
ShopRunner September 2009 - September 2013
Home Decor Products January 2007 - October 2009
RSM McGladrey May 2005 - December 2007
American Express 1997 - 2005
BDO Seidman, LLP January 1996 - May 1997
The Franklin Mint May 1994 - January 1996
Skills
Cloud Computing, E-commerce Solutions, IT Strategy, Mobile Internet, Mobile Applications, ERP, Web Development, Web Services, Web Design, Website Management, Project Planning, Software Project..., Project Portfolio..., Project Execution, Process Engineering, Product Development, Product Management, Information Management, Information Security..., Call Center, E-commerce, Data Warehousing, Business Intelligence, Business Process, Internet, PCI DSS, User Experience, User Interface Design, Project Management, Call Centers, Integration, IT Management, Management, Software Development, Leadership, SaaS, Executive Management, Vendor Management, Mobile Devices, Analytics, Start-ups, Strategic Planning, Strategy
Education
Syracuse University 1990 — 1994
BA
STOP!T November 2014 - Present
The Collective September 2013 - November 2014
ShopRunner September 2009 - September 2013
Home Decor Products January 2007 - October 2009
RSM McGladrey May 2005 - December 2007
American Express 1997 - 2005
BDO Seidman, LLP January 1996 - May 1997
The Franklin Mint May 1994 - January 1996
Skills
Cloud Computing, E-commerce Solutions, IT Strategy, Mobile Internet, Mobile Applications, ERP, Web Development, Web Services, Web Design, Website Management, Project Planning, Software Project..., Project Portfolio..., Project Execution, Process Engineering, Product Development, Product Management, Information Management, Information Security..., Call Center, E-commerce, Data Warehousing, Business Intelligence, Business Process, Internet, PCI DSS, User Experience, User Interface Design, Project Management, Call Centers, Integration, IT Management, Management, Software Development, Leadership, SaaS, Executive Management, Vendor Management, Mobile Devices, Analytics, Start-ups, Strategic Planning, Strategy
Education
Syracuse University 1990 — 1994
BA
David Fusco, CPA, MBA David Fusco, CPA, MBA's RSM McGladrey Experience 2003 - 2005
Job Vice President & Chief Compliance Officer at Virtus Investment Advisers, Inc.
Industry Investment Management
Experience
Virtus Investment Partners 2007 - Present
The Hartford Insurance Group 2005 - 2007
RSM McGladrey 2003 - 2005
MassMutual Financial Group 1992 - 2003
Rensselaer Polytechnic Institute 1999 - 2002
MassMutual Financial Group 1992 - 1996
Urbach Kahn and Werlin / UHY Advisers 1991 - 1992
Arthur Andersen & Co. 1986 - 1991
Skills
Compliance, Mutual Funds, Investment Advisory, Investments, Asset Management, Risk Assessment, Corporate Governance, Operational Risk..., Due Diligence, Series 7, Series 24, Portfolio Management, Valuation, Brokerage, Audit, Internal Audit, Financial Control, Internal Controls, Enterprise Risk..., Risk Management, Risk Mitigation, Equities, Fixed Income, Alternative Investments, Derivatives, Strategic Thinking, Business Reorganizations, Financial Analysis, Financial Markets, Training & Development, Asset Managment, Securities Regulation, FINRA, Hedge Funds, Auditing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1986
BS, Accounting & Business Administration
Virtus Investment Partners 2007 - Present
The Hartford Insurance Group 2005 - 2007
RSM McGladrey 2003 - 2005
MassMutual Financial Group 1992 - 2003
Rensselaer Polytechnic Institute 1999 - 2002
MassMutual Financial Group 1992 - 1996
Urbach Kahn and Werlin / UHY Advisers 1991 - 1992
Arthur Andersen & Co. 1986 - 1991
Skills
Compliance, Mutual Funds, Investment Advisory, Investments, Asset Management, Risk Assessment, Corporate Governance, Operational Risk..., Due Diligence, Series 7, Series 24, Portfolio Management, Valuation, Brokerage, Audit, Internal Audit, Financial Control, Internal Controls, Enterprise Risk..., Risk Management, Risk Mitigation, Equities, Fixed Income, Alternative Investments, Derivatives, Strategic Thinking, Business Reorganizations, Financial Analysis, Financial Markets, Training & Development, Asset Managment, Securities Regulation, FINRA, Hedge Funds, Auditing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1986
BS, Accounting & Business Administration
Kathy Davidson Kathy Davidson's RSM McGladrey Experience January 2008 - October 2010
Job National Marketer for Technology Business Applications (ERP and CRM)
Industry Marketing and Advertising
Experience
McGladrey October 2010 - Present
RSM McGladrey January 2008 - October 2010
Data Base Accounting Solutions, Inc. January 1994 - December 2007
Skills
Lead Generation, Social Media Marketing, Marketing Strategy, Product Marketing, SEO, Online Advertising, Online Marketing, Social Media, Strategic Partnerships, CRM, Strategic Planning, Marketing, Management, Web Marketing, SEM, Blogging, PPC, Sales, Leadership, Event Management, Email Marketing, Multi-channel Marketing
Education
Rutgers University – Camden 1991 — 1995
B.S. Degree in Management/Marketing, Market Research, International Marketing, Accounting
McGladrey October 2010 - Present
RSM McGladrey January 2008 - October 2010
Data Base Accounting Solutions, Inc. January 1994 - December 2007
Skills
Lead Generation, Social Media Marketing, Marketing Strategy, Product Marketing, SEO, Online Advertising, Online Marketing, Social Media, Strategic Partnerships, CRM, Strategic Planning, Marketing, Management, Web Marketing, SEM, Blogging, PPC, Sales, Leadership, Event Management, Email Marketing, Multi-channel Marketing
Education
Rutgers University – Camden 1991 — 1995
B.S. Degree in Management/Marketing, Market Research, International Marketing, Accounting
Hayden Olson's RSM McGladrey Experience February 2005 - April 2007
Job Strategic Finance Executive at Erickson
Industry Airlines/Aviation
Experience
Erickson Incorporated May 2015 - Present
Erickson March 2014 - Present
DynCorp International August 2010 - March 2014
DynCorp International February 2008 - August 2010
DynCorp International April 2007 - February 2008
RSM McGladrey February 2005 - April 2007
Apostle Clothing Company, Inc. June 2002 - December 2004
Skills
Strategic Consulting, Strategic Planning, Business Analysis, Strategic Thinking, Process Improvement, valuation, Business Valuation, Free Cash Flow, Corporate Finance, International Business..., International Business..., Cross-functional Team..., Leadership, Business Development, Financial Analysis, Finance, Proposal Writing, Strategic Financial..., International Business, New Business Development, Strategy, Internal Controls, Business Process..., Management Consulting, Business Planning, Financial Modeling, Mergers, Business Strategy, Managerial Finance, Competitive Analysis, Start-ups, Sarbanes-Oxley Act, Change Management, Aerospace, Entrepreneurship, Security Clearance, Consulting, Governance, Risk Management, Forecasting, Mergers & Acquisitions, Valuation, Analysis, Management
Education
Rollins College - Crummer Graduate School of Business 2008 — 2009
MBA, Entrepreneurship, Management
University of Central Florida - College of Business Administration 1998 — 2003
BS, Corporate Finance
Merritt island high
Erickson Incorporated May 2015 - Present
Erickson March 2014 - Present
DynCorp International August 2010 - March 2014
DynCorp International February 2008 - August 2010
DynCorp International April 2007 - February 2008
RSM McGladrey February 2005 - April 2007
Apostle Clothing Company, Inc. June 2002 - December 2004
Skills
Strategic Consulting, Strategic Planning, Business Analysis, Strategic Thinking, Process Improvement, valuation, Business Valuation, Free Cash Flow, Corporate Finance, International Business..., International Business..., Cross-functional Team..., Leadership, Business Development, Financial Analysis, Finance, Proposal Writing, Strategic Financial..., International Business, New Business Development, Strategy, Internal Controls, Business Process..., Management Consulting, Business Planning, Financial Modeling, Mergers, Business Strategy, Managerial Finance, Competitive Analysis, Start-ups, Sarbanes-Oxley Act, Change Management, Aerospace, Entrepreneurship, Security Clearance, Consulting, Governance, Risk Management, Forecasting, Mergers & Acquisitions, Valuation, Analysis, Management
Education
Rollins College - Crummer Graduate School of Business 2008 — 2009
MBA, Entrepreneurship, Management
University of Central Florida - College of Business Administration 1998 — 2003
BS, Corporate Finance
Merritt island high
Maureen Kube's RSM McGladrey Experience June 1996 - January 2004
Job Owner, Maureen Kube Consulting and Sr Recruitment / HR Consultant
Industry Human Resources
Experience
Maureen Kube Consulting January 2004 - Present
Alcock & McFadden 2004 - Present
RSM McGladrey June 1996 - January 2004
Skills
Recruiting, Human Resources, Leadership, Executive Search, Team Building, CRM, Management Consulting, College Recruiting, Training, Employee Relations, Management, Sourcing, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Staffing Services, Performance Management, Medical Devices, Lifesciences, Talent Management, Internet Recruiting, Consulting, Temporary Placement, Account Management, Contract Recruitment, Interviews, Outsourcing, Vendor Management, Professional Services
Education
San Diego State University-California State University
BA, Education, English
Maureen Kube Consulting January 2004 - Present
Alcock & McFadden 2004 - Present
RSM McGladrey June 1996 - January 2004
Skills
Recruiting, Human Resources, Leadership, Executive Search, Team Building, CRM, Management Consulting, College Recruiting, Training, Employee Relations, Management, Sourcing, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Staffing Services, Performance Management, Medical Devices, Lifesciences, Talent Management, Internet Recruiting, Consulting, Temporary Placement, Account Management, Contract Recruitment, Interviews, Outsourcing, Vendor Management, Professional Services
Education
San Diego State University-California State University
BA, Education, English
Kristin Saro, CPA Kristin Saro, CPA's RSM McGladrey Experience September 2009 - July 2011
Job Manager, Domestic Tax at Xylem Inc.
Industry Accounting
Experience
Xylem Inc. August 2013 - Present
Xylem Inc. August 2013 - June 2015
Cengage Learning July 2011 - August 2013
RSM McGladrey September 2009 - July 2011
Eurodent USA May 2009 - October 2009
Quinnipiac University's Learning Center January 2009 - May 2009
Ciampi Tax and Financial Services June 2008 - May 2009
RSM McGladrey May 2008 - August 2008
Trap-Zap Environmental Systems 2007 - 2007
Skills
Tax Accounting, Income Tax, Corporate Tax, Tax Returns, Accounting, Tax, Auditing, Financial Reporting, Financial Analysis, US GAAP, GAAP, Internal Controls, Financial Accounting, CPA
Education
University of New Haven 2012 — 2013
Masters, Taxation
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Accounting
American Institute of Foreign Study 2007 — 2007
Student Exchange Program
Xylem Inc. August 2013 - Present
Xylem Inc. August 2013 - June 2015
Cengage Learning July 2011 - August 2013
RSM McGladrey September 2009 - July 2011
Eurodent USA May 2009 - October 2009
Quinnipiac University's Learning Center January 2009 - May 2009
Ciampi Tax and Financial Services June 2008 - May 2009
RSM McGladrey May 2008 - August 2008
Trap-Zap Environmental Systems 2007 - 2007
Skills
Tax Accounting, Income Tax, Corporate Tax, Tax Returns, Accounting, Tax, Auditing, Financial Reporting, Financial Analysis, US GAAP, GAAP, Internal Controls, Financial Accounting, CPA
Education
University of New Haven 2012 — 2013
Masters, Taxation
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Accounting
American Institute of Foreign Study 2007 — 2007
Student Exchange Program
Kevin Cameron MBA, PHR, CIR's RSM McGladrey Experience 2007 - 2008
Job Founder at Exclusive Search Connections, LLC
Industry Financial Services
Experience
Exclusive Search Connections, LLC January 2015 - Present
Career Concepts 2011 - 2014
Radian 2009 - 2010
RSM McGladrey 2007 - 2008
Gunnip & Company LLP/ Gunnip Employment Solutions LLC 2003 - 2007
Source One October 2001 - October 2003
RHI January 1999 - August 2000
Ernst & Young LLP February 1996 - July 1998
Education
Wilmington University 2008 — 2010
MBA, Human Resources
Villanova University
HR Certification, Human Resources
St. Thomas Aquinas College
BA, Business Administration
Saint John's International School, Waterloo, Belgium 1983 — 1986
Exclusive Search Connections, LLC January 2015 - Present
Career Concepts 2011 - 2014
Radian 2009 - 2010
RSM McGladrey 2007 - 2008
Gunnip & Company LLP/ Gunnip Employment Solutions LLC 2003 - 2007
Source One October 2001 - October 2003
RHI January 1999 - August 2000
Ernst & Young LLP February 1996 - July 1998
Education
Wilmington University 2008 — 2010
MBA, Human Resources
Villanova University
HR Certification, Human Resources
St. Thomas Aquinas College
BA, Business Administration
Saint John's International School, Waterloo, Belgium 1983 — 1986
Bijal Shah Bhatt Bijal Shah Bhatt's RSM McGladrey Experience November 2009 - May 2010
Job Senior Audit Analyst at American Express
Industry Accounting
Experience
American Express January 2015 - Present
York Risk Services Group August 2013 - January 2015
AIG August 2012 - December 2012
PwC September 2010 - May 2011
RSM McGladrey November 2009 - May 2010
Prudential Financial May 2008 - June 2009
Synergy Bank 2007 - 2007
Skills
Auditing, Accounting, GAAP, Financial Statements, Budgets, CPA, Leadership, Access, Journal Entries, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Financial Reporting, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master of Financial Accounting, Accounting
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor of Science, Accounting
Sardar Patel University 2001 — 2003
High School Diploma, Business Administration and Management, General
American Express January 2015 - Present
York Risk Services Group August 2013 - January 2015
AIG August 2012 - December 2012
PwC September 2010 - May 2011
RSM McGladrey November 2009 - May 2010
Prudential Financial May 2008 - June 2009
Synergy Bank 2007 - 2007
Skills
Auditing, Accounting, GAAP, Financial Statements, Budgets, CPA, Leadership, Access, Journal Entries, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Financial Reporting, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master of Financial Accounting, Accounting
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor of Science, Accounting
Sardar Patel University 2001 — 2003
High School Diploma, Business Administration and Management, General
Skip Stringham Skip Stringham's RSM McGladrey Experience August 1998 - April 2001
Job Senior Consulting Professional Passionate About Reducing Costs, Improving CX, Strategic Planning
Industry Management Consulting
Experience
The Stringham Group August 2014 - Present
Oracle Service Cloud - RightNow October 2012 - August 2014
Right Now Technologies June 2008 - October 2012
The Stringham Group April 2007 - June 2008
Deer Park Group, Inc. December 2006 - June 2008
Tatum LLC April 2006 - June 2008
Frontrunner Network Systems April 2007 - October 2007
Customer Cubed December 2006 - April 2007
The Stringham Group April 2001 - April 2007
RSM McGladrey August 1998 - April 2001
Skills
Call Center, Integration, Networking, Strategy, Telecommunications, Project Management, CRM, Outsourcing, CTI, Quality Control, Process Improvement, Management, Customer Experience, Professional Services, Leadership, Recruiting, Product Management, SaaS, Training, Analytics, Enterprise Software, Management Consulting, Start-ups, Business Analysis, VoIP, Team Leadership, New Business Development, Call Centers, Business Development, Strategic Partnerships, Budgets, Contact Centers, Project Planning, Cross-functional Team..., Change Management, Consulting, Program Management, Account Management, Forecasting, Negotiation, Cloud Computing, Selling, Solution Selling, Business Process..., Business Intelligence, Vendor Management, Business Process, Pre-sales, Salesforce.com, Strategic Planning
Education
Saint Mary's University of Minnesota 1967 — 1971
BA, History, Philosophy
The Stringham Group August 2014 - Present
Oracle Service Cloud - RightNow October 2012 - August 2014
Right Now Technologies June 2008 - October 2012
The Stringham Group April 2007 - June 2008
Deer Park Group, Inc. December 2006 - June 2008
Tatum LLC April 2006 - June 2008
Frontrunner Network Systems April 2007 - October 2007
Customer Cubed December 2006 - April 2007
The Stringham Group April 2001 - April 2007
RSM McGladrey August 1998 - April 2001
Skills
Call Center, Integration, Networking, Strategy, Telecommunications, Project Management, CRM, Outsourcing, CTI, Quality Control, Process Improvement, Management, Customer Experience, Professional Services, Leadership, Recruiting, Product Management, SaaS, Training, Analytics, Enterprise Software, Management Consulting, Start-ups, Business Analysis, VoIP, Team Leadership, New Business Development, Call Centers, Business Development, Strategic Partnerships, Budgets, Contact Centers, Project Planning, Cross-functional Team..., Change Management, Consulting, Program Management, Account Management, Forecasting, Negotiation, Cloud Computing, Selling, Solution Selling, Business Process..., Business Intelligence, Vendor Management, Business Process, Pre-sales, Salesforce.com, Strategic Planning
Education
Saint Mary's University of Minnesota 1967 — 1971
BA, History, Philosophy
Denisse Ramirez Denisse Ramirez's RSM McGladrey Experience October 2005 - September 2008
Job Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 2010 - September 2011
Weiser LLP September 2008 - March 2009
Shearman and Sterling 2009 - 2009
RSM McGladrey October 2005 - September 2008
Skills
Accounting, Auditing, Budgets, CPA, Financial Statements, GAAP, Internal Controls, Software Documentation, Variance Analysis, Journal Entries, US GAAP, Hedge Funds, Financial Accounting, Tax
Education
Queens College 2002 — 2004
Bachelors, Accounting
BDO USA, LLP November 2010 - September 2011
Weiser LLP September 2008 - March 2009
Shearman and Sterling 2009 - 2009
RSM McGladrey October 2005 - September 2008
Skills
Accounting, Auditing, Budgets, CPA, Financial Statements, GAAP, Internal Controls, Software Documentation, Variance Analysis, Journal Entries, US GAAP, Hedge Funds, Financial Accounting, Tax
Education
Queens College 2002 — 2004
Bachelors, Accounting
Frank Roman Jr Frank Roman Jr's RSM McGladrey Experience October 2010 - January 2011
Job Vice President of Finance at Wangard Partners, Inc.
Industry Real Estate
Experience
Wangard Partners, Inc. October 2011 - Present
FVR Consulting LLC February 2009 - Present
RSM McGladrey October 2010 - January 2011
Quadel Consulting Corporation 2009 - 2010
Kimco Realty Corp April 2004 - January 2009
ORIX September 2001 - March 2004
ORIX Real Estate Equities, Inc. 2001 - 2004
Jones Lang LaSalle April 1999 - August 2001
CIBC 1984 - 1998
Skills
Disposition, Real Estate, Real Estate Development, Due Diligence, Portfolio Management, Insurance, Commercial Real Estate, Real Estate Financing, Private Equity, Financial Modeling, Accounting, Risk Management, Leases
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Wabash College 1978 — 1982
BA, Economics
Wangard Partners, Inc. October 2011 - Present
FVR Consulting LLC February 2009 - Present
RSM McGladrey October 2010 - January 2011
Quadel Consulting Corporation 2009 - 2010
Kimco Realty Corp April 2004 - January 2009
ORIX September 2001 - March 2004
ORIX Real Estate Equities, Inc. 2001 - 2004
Jones Lang LaSalle April 1999 - August 2001
CIBC 1984 - 1998
Skills
Disposition, Real Estate, Real Estate Development, Due Diligence, Portfolio Management, Insurance, Commercial Real Estate, Real Estate Financing, Private Equity, Financial Modeling, Accounting, Risk Management, Leases
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Wabash College 1978 — 1982
BA, Economics
Lana Brees Lana Brees's RSM McGladrey Experience March 2008 - November 2010
Job Director, Business Operations at Mediacom Communications
Industry Accounting
Experience
Mediacom Communications November 2010 - Present
RSM McGladrey March 2008 - November 2010
Kraft Foods Oscar Mayer May 2000 - July 2007
NCS 1998 - 2000
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Finance, Forecasting, Accounting, Strategic Planning, Managerial Finance, Budgets, Cost Accounting, Internal Controls, Process Improvement, Auditing, Telecommunications, Business Process...
Education
St. Ambrose University 1996 — 2001
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1987 — 1993
Accounting
University of Iowa 1991 — 1991
Master of Accounting (MA), Accounting
University of Iowa 1987 — 1991
B.B.A., Accounting
Mediacom Communications November 2010 - Present
RSM McGladrey March 2008 - November 2010
Kraft Foods Oscar Mayer May 2000 - July 2007
NCS 1998 - 2000
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Finance, Forecasting, Accounting, Strategic Planning, Managerial Finance, Budgets, Cost Accounting, Internal Controls, Process Improvement, Auditing, Telecommunications, Business Process...
Education
St. Ambrose University 1996 — 2001
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1987 — 1993
Accounting
University of Iowa 1991 — 1991
Master of Accounting (MA), Accounting
University of Iowa 1987 — 1991
B.B.A., Accounting
Ashley (Ennis) Danus, CPA Ashley (Ennis) Danus, CPA's RSM McGladrey Experience March 2010 - May 2012
Job Supervising Examiner at Risk & Regulatory Consulting
Industry Accounting
Experience
Risk & Regulatory Consulting October 2014 - Present
Risk & Regulatory Consulting, LLC October 2012 - Present
Consultant May 2012 - October 2012
RSM McGladrey March 2010 - May 2012
RSM McGladrey June 2009 - August 2009
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, GAAP, SEC filings, Financial Statements, Corporate Tax, Tax, CPA, US GAAP, Accounting, Internal Audit, Financial Reporting, Tax Accounting, Enterprise Risk..., Risk Management, Consulting, Financial Accounting, Microsoft Excel
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting
Risk & Regulatory Consulting October 2014 - Present
Risk & Regulatory Consulting, LLC October 2012 - Present
Consultant May 2012 - October 2012
RSM McGladrey March 2010 - May 2012
RSM McGladrey June 2009 - August 2009
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, GAAP, SEC filings, Financial Statements, Corporate Tax, Tax, CPA, US GAAP, Accounting, Internal Audit, Financial Reporting, Tax Accounting, Enterprise Risk..., Risk Management, Consulting, Financial Accounting, Microsoft Excel
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting
Christina DeCarr's RSM McGladrey Experience June 2007 - August 2007
Job Senior Associate Transaction Services Risk Management
Industry Accounting
Experience
PwC September 2015 - Present
PwC June 2011 - August 2015
McGladrey & Pullen September 2008 - June 2011
RSM McGladrey June 2007 - August 2007
Skills
Independence, Financial Audits, Compliance, Policy, Training, Financial Services, Consulting, Internal Audit, GAAP, Big 4, Financial Analysis, Financial Accounting, Sarbanes-Oxley, Enterprise Risk...
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Accounting CPA
PwC September 2015 - Present
PwC June 2011 - August 2015
McGladrey & Pullen September 2008 - June 2011
RSM McGladrey June 2007 - August 2007
Skills
Independence, Financial Audits, Compliance, Policy, Training, Financial Services, Consulting, Internal Audit, GAAP, Big 4, Financial Analysis, Financial Accounting, Sarbanes-Oxley, Enterprise Risk...
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Accounting CPA
Paul Calamita Paul Calamita's RSM McGladrey Experience November 2005 - March 2008
Job Partner Technology and Management Consulting Services at McGladrey LLP
Industry Management Consulting
Experience
McGladrey January 2013 - Present
Protiviti Inc. March 2008 - December 2012
RSM McGladrey November 2005 - March 2008
American Express Tax and Business Services September 2003 - March 2008
PricewaterhouseCoopers November 2002 - September 2003
BearingPoint July 2002 - November 2002
Arthur Andersen LLP December 1993 - June 2002
Skills
Enterprise Risk..., Business Process, Program Management, PMO, Strategy, Internal Controls, Integration, Change Management, Business Process..., Consulting, Executive Management, Financial Services, Business Transformation, Acquisition Integration, Risk Management, Internal Audit, Finance, Sarbanes-Oxley Act, ERP, Management, Management Consulting
Education
Quinnipiac University - School of Business 1990 — 1992
MBA, Business
Southern Connecticut State University 1984 — 1988
North Branford High School 1981 — 1984
McGladrey January 2013 - Present
Protiviti Inc. March 2008 - December 2012
RSM McGladrey November 2005 - March 2008
American Express Tax and Business Services September 2003 - March 2008
PricewaterhouseCoopers November 2002 - September 2003
BearingPoint July 2002 - November 2002
Arthur Andersen LLP December 1993 - June 2002
Skills
Enterprise Risk..., Business Process, Program Management, PMO, Strategy, Internal Controls, Integration, Change Management, Business Process..., Consulting, Executive Management, Financial Services, Business Transformation, Acquisition Integration, Risk Management, Internal Audit, Finance, Sarbanes-Oxley Act, ERP, Management, Management Consulting
Education
Quinnipiac University - School of Business 1990 — 1992
MBA, Business
Southern Connecticut State University 1984 — 1988
North Branford High School 1981 — 1984
MARIO LUCCA's RSM McGladrey Experience June 2010 - June 2011
Job Director of Finance at Shilin Liu
Industry Accounting
Experience
Shalin Liu Performance Center May 2011 - Present
RSM McGladrey June 2010 - June 2011
Caturano and Company January 2000 - April 2011
ISM STRATEGIC MARKETING April 1993 - January 2000
Skills
Financial Reporting, Accounting, CPA, Tax, Internal Controls, SEC filings, Auditing, US GAAP, GAAP, Finance, Sarbanes-Oxley Act, Microsoft Office
Education
Suffolk University 1981 — 1983
Salem State University 1975 — 1980
BSBA, Accounting
Shalin Liu Performance Center May 2011 - Present
RSM McGladrey June 2010 - June 2011
Caturano and Company January 2000 - April 2011
ISM STRATEGIC MARKETING April 1993 - January 2000
Skills
Financial Reporting, Accounting, CPA, Tax, Internal Controls, SEC filings, Auditing, US GAAP, GAAP, Finance, Sarbanes-Oxley Act, Microsoft Office
Education
Suffolk University 1981 — 1983
Salem State University 1975 — 1980
BSBA, Accounting
Charlie Suarez, CPA Charlie Suarez, CPA's RSM McGladrey Experience October 2005 - June 2010
Job Director of Accounting
Industry Mining & Metals
Experience
ASARCO August 2011 - Present
RSM McGladrey October 2005 - June 2010
RSM McGladrey, Inc October 2005 - June 2010
Woods & Dwyer PLC, CPA's July 2002 - May 2004
Arthur Andersen, LLP May 2001 - July 2002
Skills
Due Diligence, US GAAP, Financial Statements, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Forecasting, Business Process..., Process Improvement, Internal Audit, Auditing, Budget, Managerial Finance, Risk Management, Finance, Financial Modeling, Sarbanes-Oxley Act, Mergers, Business Strategy, Financial Audits
Education
University of Arizona 1996 — 2000
Bachelor of Science, Administration; Accounting; Accounting
Tecnológico de Monterrey 2000 — 2000
International Business
ASARCO August 2011 - Present
RSM McGladrey October 2005 - June 2010
RSM McGladrey, Inc October 2005 - June 2010
Woods & Dwyer PLC, CPA's July 2002 - May 2004
Arthur Andersen, LLP May 2001 - July 2002
Skills
Due Diligence, US GAAP, Financial Statements, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Forecasting, Business Process..., Process Improvement, Internal Audit, Auditing, Budget, Managerial Finance, Risk Management, Finance, Financial Modeling, Sarbanes-Oxley Act, Mergers, Business Strategy, Financial Audits
Education
University of Arizona 1996 — 2000
Bachelor of Science, Administration; Accounting; Accounting
Tecnológico de Monterrey 2000 — 2000
International Business
Karin Gilmartin's RSM McGladrey Experience October 2006 - Present
Job Campus Talent Acquisition Manager
Industry Accounting
Experience
McGladrey LLP June 2010 - Present
RSM McGladrey October 2006 - Present
McGladrey & Pullen October 2006 - June 2010
Parson Consulting, LLC June 1999 - October 2006
Kennison & Associates, Inc January 1996 - May 1999
Skills
Auditing, Talent Acquisition, Accounting, Recruiting, College Recruiting, Strategic Planning, Team Building, Time Management, Leadership, Program Management, PeopleSoft, Management, Human Resources, Payroll, Interviews, Hiring, Forecasting, Employee Relations, Sales, Career Counseling, Consulting, Employee Benefits, Temporary Placement, Onboarding, Applicant Tracking..., Management Consulting, Performance Management, Budgets, Mergers & Acquisitions, Networking, Executive Management, Organizational..., Executive Search, Succession Planning, Employee Engagement, Training, Internal Audit, Talent Management, Negotiation, Technical Recruiting, Employee Training, Finance, Process Improvement, Temporary Staffing, Sourcing, Internet Recruiting
Education
Suffolk University 1992 — 1995
BSBA, Marketing
McGladrey LLP June 2010 - Present
RSM McGladrey October 2006 - Present
McGladrey & Pullen October 2006 - June 2010
Parson Consulting, LLC June 1999 - October 2006
Kennison & Associates, Inc January 1996 - May 1999
Skills
Auditing, Talent Acquisition, Accounting, Recruiting, College Recruiting, Strategic Planning, Team Building, Time Management, Leadership, Program Management, PeopleSoft, Management, Human Resources, Payroll, Interviews, Hiring, Forecasting, Employee Relations, Sales, Career Counseling, Consulting, Employee Benefits, Temporary Placement, Onboarding, Applicant Tracking..., Management Consulting, Performance Management, Budgets, Mergers & Acquisitions, Networking, Executive Management, Organizational..., Executive Search, Succession Planning, Employee Engagement, Training, Internal Audit, Talent Management, Negotiation, Technical Recruiting, Employee Training, Finance, Process Improvement, Temporary Staffing, Sourcing, Internet Recruiting
Education
Suffolk University 1992 — 1995
BSBA, Marketing
Scott Savlowitz Scott Savlowitz's RSM McGladrey Experience October 2005 - May 2006
Job Director of Implementations at Queue Associates
Industry Information Technology and Services
Experience
Queue Associates April 2010 - Present
Independant Consultant March 2009 - April 2010
Home Decor Products June 2006 - February 2009
RSM McGladrey October 2005 - May 2006
American Express TBS Inc. November 1999 - September 2005
RKB Consulting Group Inc July 1997 - October 1999
Skills
Crystal Reports, ERP, Microsoft SQL Server, Great Plains Software, Integration, Microsoft Exchange, Management, Microsoft Office, Business Process, Business Analysis
Education
State University of New York College at Plattsburgh 1981 — 1985
Queue Associates April 2010 - Present
Independant Consultant March 2009 - April 2010
Home Decor Products June 2006 - February 2009
RSM McGladrey October 2005 - May 2006
American Express TBS Inc. November 1999 - September 2005
RKB Consulting Group Inc July 1997 - October 1999
Skills
Crystal Reports, ERP, Microsoft SQL Server, Great Plains Software, Integration, Microsoft Exchange, Management, Microsoft Office, Business Process, Business Analysis
Education
State University of New York College at Plattsburgh 1981 — 1985
Dustyn Johnson Dustyn Johnson's RSM McGladrey Experience July 2005 - January 2009
Job Partner at Warby & Johnson CPAs, PLLC
Industry Accounting
Experience
Warby & Johnson CPAs, PLLC November 2014 - Present
Kohler & Eyre CPA's, LLP January 2012 - October 2014
Number Won Accountants, LLC January 2009 - January 2012
RSM McGladrey July 2005 - January 2009
Skills
Accounting, Tax, Real Estate, CPA, Financial Accounting, Tax Preparation, Corporate Tax, General Ledger, Payroll, Financial Reporting, Assurance, Time Management, S Corporations, QuickBooks, Income Tax, Bookkeeping, Tax Returns, Financial Analysis
Education
Southern Utah University 1999 — 2005
Masters of Accountancy, Accounting
Warby & Johnson CPAs, PLLC November 2014 - Present
Kohler & Eyre CPA's, LLP January 2012 - October 2014
Number Won Accountants, LLC January 2009 - January 2012
RSM McGladrey July 2005 - January 2009
Skills
Accounting, Tax, Real Estate, CPA, Financial Accounting, Tax Preparation, Corporate Tax, General Ledger, Payroll, Financial Reporting, Assurance, Time Management, S Corporations, QuickBooks, Income Tax, Bookkeeping, Tax Returns, Financial Analysis
Education
Southern Utah University 1999 — 2005
Masters of Accountancy, Accounting
William (Bill) Michalak William (Bill) Michalak's RSM McGladrey Experience 1999 - 2000
Job President, Owner, Management Consultant, Business Partner, Broad Open Minded Thinker, Father, Wood Worker, Fly Fisherman
Industry Human Resources
Experience
WCM Human Resource Consulting January 2010 - Present
McDaniel Fire Systems 2006 - 2009
National Insurance Crime Bureau 2000 - 2005
RSM McGladrey 1999 - 2000
Rescar 1993 - 1998
AMOCO 1987 - 1993
BorgWarner 1983 - 1987
Borg Warner Financial Services 1983 - 1983
Borg Warner Financial Services 1982 - 1983
Borg Warner Financial Services 1980 - 1982
Skills
Performance Management, Talent Management, Employee Relations, Succession Planning, Leadership Development, Personnel Management, Human Resources, HRIS, Employee Benefits, Training, Management, HR Consulting, Change Management, Leadership, Strategic Planning, Deferred Compensation, Recruiting, Business Planning
Education
St. Joseph's College (IN) 1967 — 1976
BA, Psychology
The University of Chicago
Returning Scholar Program Participant
WCM Human Resource Consulting January 2010 - Present
McDaniel Fire Systems 2006 - 2009
National Insurance Crime Bureau 2000 - 2005
RSM McGladrey 1999 - 2000
Rescar 1993 - 1998
AMOCO 1987 - 1993
BorgWarner 1983 - 1987
Borg Warner Financial Services 1983 - 1983
Borg Warner Financial Services 1982 - 1983
Borg Warner Financial Services 1980 - 1982
Skills
Performance Management, Talent Management, Employee Relations, Succession Planning, Leadership Development, Personnel Management, Human Resources, HRIS, Employee Benefits, Training, Management, HR Consulting, Change Management, Leadership, Strategic Planning, Deferred Compensation, Recruiting, Business Planning
Education
St. Joseph's College (IN) 1967 — 1976
BA, Psychology
The University of Chicago
Returning Scholar Program Participant
Christos Skantzaris's RSM McGladrey Experience January 2003 - August 2004
Job Consulting Manager at McGladrey LLP
Industry Information Technology and Services
Experience
McGladrey February 2013 - Present
High Street Partners May 2011 - February 2013
WSP Flack + Kurtz November 2009 - May 2011
Skantzaris Consulting March 2009 - November 2009
Design Continuum October 2005 - March 2009
Society for Organizational Learning September 2004 - October 2005
KDSA Consulting, LLC February 2004 - September 2004
RSM McGladrey January 2003 - August 2004
PwC Consulting 2000 - 2003
WOLF & COMPANY, P.C. September 1998 - June 2000
Skills
ERP, Accounting, Accounts Payable, Project Management, Financial Reporting, Business Intelligence, Deltek, Account Reconciliation, Payroll, Revenue Recognition, Microsoft Office, Financial Analysis, Process Improvement, Microsoft Excel, Business Analysis, Auditing, Forecasting, Intacct, Deltek Vision, Maconomy, Business Intelligence..., ADP Payroll
Education
Salem State University 1995 — 1998
BSBA, Accounting
University of Massachusetts Lowell 1991 — 1994
Accounting
Burlington High 1987 — 1991
McGladrey February 2013 - Present
High Street Partners May 2011 - February 2013
WSP Flack + Kurtz November 2009 - May 2011
Skantzaris Consulting March 2009 - November 2009
Design Continuum October 2005 - March 2009
Society for Organizational Learning September 2004 - October 2005
KDSA Consulting, LLC February 2004 - September 2004
RSM McGladrey January 2003 - August 2004
PwC Consulting 2000 - 2003
WOLF & COMPANY, P.C. September 1998 - June 2000
Skills
ERP, Accounting, Accounts Payable, Project Management, Financial Reporting, Business Intelligence, Deltek, Account Reconciliation, Payroll, Revenue Recognition, Microsoft Office, Financial Analysis, Process Improvement, Microsoft Excel, Business Analysis, Auditing, Forecasting, Intacct, Deltek Vision, Maconomy, Business Intelligence..., ADP Payroll
Education
Salem State University 1995 — 1998
BSBA, Accounting
University of Massachusetts Lowell 1991 — 1994
Accounting
Burlington High 1987 — 1991
Rob Henderson, CPA, MST Rob Henderson, CPA, MST's RSM McGladrey Experience January 2007 - November 2010
Job Senior Tax Manager at Windes
Industry Accounting
Experience
Windes July 2014 - Present
Windes January 2013 - June 2014
Holthouse Carlin & Van Trigt LLP December 2010 - December 2012
RSM McGladrey January 2007 - November 2010
Hedman Partners August 2004 - December 2006
Peterson & Company, LLP October 2003 - July 2004
Skills
Individual Tax, Corporate Tax, Partnership Taxation, Accounting for income..., Tax Preparation, High Net Worth..., Wealth Management, CPA, Income Tax, SEC filings, Tax Research, Tax Accounting, Tax, Private Equity, US GAAP, FIN 48
Education
San Diego State University-California State University 2008 — 2010
MST, Taxation
San Diego State University-California State University 1999 — 2003
BA, Accounting
Windes July 2014 - Present
Windes January 2013 - June 2014
Holthouse Carlin & Van Trigt LLP December 2010 - December 2012
RSM McGladrey January 2007 - November 2010
Hedman Partners August 2004 - December 2006
Peterson & Company, LLP October 2003 - July 2004
Skills
Individual Tax, Corporate Tax, Partnership Taxation, Accounting for income..., Tax Preparation, High Net Worth..., Wealth Management, CPA, Income Tax, SEC filings, Tax Research, Tax Accounting, Tax, Private Equity, US GAAP, FIN 48
Education
San Diego State University-California State University 2008 — 2010
MST, Taxation
San Diego State University-California State University 1999 — 2003
BA, Accounting
Irv Michaels, CPA Irv Michaels, CPA's RSM McGladrey Experience January 1999 - July 2004
Job Director of Sales at Tandem HR
Industry Management Consulting
Experience
Tandem HR July 2014 - Present
Project Projects, LLC January 2004 - Present
Michaels Consulting, Ltd. 1986 - Present
Insperity August 2005 - May 2014
Alliance Technology Group August 2004 - July 2005
RSM McGladrey January 1999 - July 2004
BDO 1996 - 1998
BDO Seidman, LLP 1996 - 1998
Kessler Orlean & Silver, LLP 1972 - 1986
Skills
Accounting, Entrepreneurship, Networking, Small Business, New Business Development, Business Strategy, Strategic Planning, Strategy, Recruiting, Business Development, CRM, Coaching, Performance Management, Human Resources, Program Management, Management Consulting, Business Intelligence, Consulting, Marketing, Leadership, Sales, Payroll, Business Planning, Salesforce.com, Sales Process, Contract Negotiation, ERP, Leadership Development, Training, Selling, Management, Start-ups, Talent Management, Change Management, Business Process..., Insurance, Account Management, Talent Acquisition, Finance, Mergers & Acquisitions, SaaS, B2B, Analysis, Employee Benefits, Executive Coaching, Team Leadership, Direct Sales, Team Building, Sales Management, Lead Generation
Education
Roosevelt University 1970 — 1971
B.S.B.A., Accounting
Tandem HR July 2014 - Present
Project Projects, LLC January 2004 - Present
Michaels Consulting, Ltd. 1986 - Present
Insperity August 2005 - May 2014
Alliance Technology Group August 2004 - July 2005
RSM McGladrey January 1999 - July 2004
BDO 1996 - 1998
BDO Seidman, LLP 1996 - 1998
Kessler Orlean & Silver, LLP 1972 - 1986
Skills
Accounting, Entrepreneurship, Networking, Small Business, New Business Development, Business Strategy, Strategic Planning, Strategy, Recruiting, Business Development, CRM, Coaching, Performance Management, Human Resources, Program Management, Management Consulting, Business Intelligence, Consulting, Marketing, Leadership, Sales, Payroll, Business Planning, Salesforce.com, Sales Process, Contract Negotiation, ERP, Leadership Development, Training, Selling, Management, Start-ups, Talent Management, Change Management, Business Process..., Insurance, Account Management, Talent Acquisition, Finance, Mergers & Acquisitions, SaaS, B2B, Analysis, Employee Benefits, Executive Coaching, Team Leadership, Direct Sales, Team Building, Sales Management, Lead Generation
Education
Roosevelt University 1970 — 1971
B.S.B.A., Accounting
Laura Devine Laura Devine's RSM McGladrey Experience February 2002 - May 2006
Job Trainer II at World Vision
Industry Nonprofit Organization Management
Experience
World Vision February 2015 - Present
World Vision January 2014 - February 2015
Meracord January 2013 - December 2013
Meracord July 2009 - December 2012
Navigator Financial Planning, Inc. June 2006 - May 2009
RSM McGladrey February 2002 - May 2006
J. Duncan & Associates September 2000 - January 2002
Moss Adams September 1982 - September 2000
Skills
Excel, Word, Software Training, Toastmasters, Financial Services, Outlook, Customer Service, Training, Account Management, CRM, Project Planning, Compliance, Online Research, Chargebacks, PowerPoint, Proofreading, Visio, Leading Meetings, Evernote, AML, Remote User Support, Increase Productivity, Grammar, Active Listening, Teamwork, Registered Paraplanner, Office Procedures, Remote Training, Personal Financial..., Encouraging, Teachable, Discerning, Sales, Microsoft Word, Call Centers, Financial Statements, Management, Microsoft Excel
Education
ITT Peterson School of Business
Automated Secretarial (Word Processing!)
Tacoma Community College
World Vision February 2015 - Present
World Vision January 2014 - February 2015
Meracord January 2013 - December 2013
Meracord July 2009 - December 2012
Navigator Financial Planning, Inc. June 2006 - May 2009
RSM McGladrey February 2002 - May 2006
J. Duncan & Associates September 2000 - January 2002
Moss Adams September 1982 - September 2000
Skills
Excel, Word, Software Training, Toastmasters, Financial Services, Outlook, Customer Service, Training, Account Management, CRM, Project Planning, Compliance, Online Research, Chargebacks, PowerPoint, Proofreading, Visio, Leading Meetings, Evernote, AML, Remote User Support, Increase Productivity, Grammar, Active Listening, Teamwork, Registered Paraplanner, Office Procedures, Remote Training, Personal Financial..., Encouraging, Teachable, Discerning, Sales, Microsoft Word, Call Centers, Financial Statements, Management, Microsoft Excel
Education
ITT Peterson School of Business
Automated Secretarial (Word Processing!)
Tacoma Community College
Carrie Steffen's RSM McGladrey Experience August 1995 - July 2000
Job President, CoFounder of The Whetstone Group
Industry Marketing and Advertising
Experience
The Whetstone Group August 2000 - Present
Association for Accounting Marketing July 2010 - June 2012
RSM McGladrey August 1995 - July 2000
Skills
Direct Marketing, Business Development, Marketing, Strategic Planning, Marketing Strategy, New Business Development, Services Marketing, Integrated Marketing, Training, Market Research, Marketing Management, Social Media, Lead Generation, Leadership Development, Executive Coaching, Management, Marketing Communications
Education
Simpson College 1991 — 1995
BA, Organizational Communication/ English Literature
The Whetstone Group August 2000 - Present
Association for Accounting Marketing July 2010 - June 2012
RSM McGladrey August 1995 - July 2000
Skills
Direct Marketing, Business Development, Marketing, Strategic Planning, Marketing Strategy, New Business Development, Services Marketing, Integrated Marketing, Training, Market Research, Marketing Management, Social Media, Lead Generation, Leadership Development, Executive Coaching, Management, Marketing Communications
Education
Simpson College 1991 — 1995
BA, Organizational Communication/ English Literature
Keith Gontarek Keith Gontarek's RSM McGladrey Experience 2008 - 2009
Job CPA
Industry Accounting
Experience
Internal Revenue Service August 2012 - Present
WeiserMazars LLP October 2009 - August 2012
RSM McGladrey 2008 - 2009
Simonson, Lipschutz & Fogel P.C. September 1999 - October 2008
Education
Temple University 1995 — 1999
BBA, Accounting
Internal Revenue Service August 2012 - Present
WeiserMazars LLP October 2009 - August 2012
RSM McGladrey 2008 - 2009
Simonson, Lipschutz & Fogel P.C. September 1999 - October 2008
Education
Temple University 1995 — 1999
BBA, Accounting
Carla Ramsey Carla Ramsey's RSM McGladrey Experience July 2007 - February 2009
Job PCG Registered Client Associate at Gummow Wealth Advisory Services of Wells Fargo
Industry Investment Management
Experience
Gummow Wealth Advisory Services at Wells Fargo Advisors September 2015 - Present
RBC Wealth Management March 2013 - Present
Bates Securities, Inc. February 2010 - March 2013
RSM McGladrey July 2007 - February 2009
Ameriprise Financial January 2005 - July 2007
Rockford Area Convention & Visitors Bureau September 2002 - May 2004
Skills
Strategy, Research, Marketing, Asset Allocation, Investments, Finance, Portfolio Management, Project Planning, Financial Analysis, Insurance, Analysis
Education
Rockford College 2010 — 2013
Bachelor of Science, Management Studies, 3.81
Rock Valley College 1996 — 2000
AA, General Studies
Gummow Wealth Advisory Services at Wells Fargo Advisors September 2015 - Present
RBC Wealth Management March 2013 - Present
Bates Securities, Inc. February 2010 - March 2013
RSM McGladrey July 2007 - February 2009
Ameriprise Financial January 2005 - July 2007
Rockford Area Convention & Visitors Bureau September 2002 - May 2004
Skills
Strategy, Research, Marketing, Asset Allocation, Investments, Finance, Portfolio Management, Project Planning, Financial Analysis, Insurance, Analysis
Education
Rockford College 2010 — 2013
Bachelor of Science, Management Studies, 3.81
Rock Valley College 1996 — 2000
AA, General Studies
Jeff Benson Jeff Benson's RSM McGladrey Experience December 1990 - April 1996
Job Director, Digital Marketing at UnitedHealthcare
Industry Internet
Experience
UnitedHealthcare November 2007 - Present
Cargill September 2006 - November 2007
Boston Scientific May 1997 - September 2006
UnitedHealth Group April 1996 - May 1997
RSM McGladrey December 1990 - April 1996
Weber Shandwick September 1992 - October 1993
American Collectors Association April 1987 - December 1990
Skills
Web Marketing, HTML, CSS, JavaScript, Web Standards, ROMI, Web Metrics, Cross-functional Team..., SEO, E-commerce, SEM, Marketing Strategy
Education
Adobe Product Training
University of Minnesota - Carlson School of Management
MBA, Marketing and Finance
Saint John's University
B.A., English
UnitedHealthcare November 2007 - Present
Cargill September 2006 - November 2007
Boston Scientific May 1997 - September 2006
UnitedHealth Group April 1996 - May 1997
RSM McGladrey December 1990 - April 1996
Weber Shandwick September 1992 - October 1993
American Collectors Association April 1987 - December 1990
Skills
Web Marketing, HTML, CSS, JavaScript, Web Standards, ROMI, Web Metrics, Cross-functional Team..., SEO, E-commerce, SEM, Marketing Strategy
Education
Adobe Product Training
University of Minnesota - Carlson School of Management
MBA, Marketing and Finance
Saint John's University
B.A., English
Myles Silvers, CPA Myles Silvers, CPA's RSM McGladrey Experience June 2009 - August 2009
Job Senior Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2011 - Present
BLDG Management Co., Inc. June 2010 - July 2010
RSM McGladrey June 2009 - August 2009
Mark Angelo Financial Services June 2008 - August 2008
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Financial Reporting, US GAAP, Financial Analysis, Assurance, Finance, Leadership, Sarbanes-Oxley Act
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
MS in Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Accounting (CPA) / Finance, Business
Syracuse University
McGladrey November 2011 - Present
BLDG Management Co., Inc. June 2010 - July 2010
RSM McGladrey June 2009 - August 2009
Mark Angelo Financial Services June 2008 - August 2008
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Financial Reporting, US GAAP, Financial Analysis, Assurance, Finance, Leadership, Sarbanes-Oxley Act
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
MS in Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Accounting (CPA) / Finance, Business
Syracuse University
Alejandro Young, EA Alejandro Young, EA's RSM McGladrey Experience December 2008 - May 2014
Job President & CEO at Young & Associates, LLC
Industry Accounting
Experience
Young & Associates, LLC May 2014 - Present
RSM McGladrey December 2008 - May 2014
Capri Capital Partners June 2005 - October 2008
PricewaterhouseCoopers January 2003 - June 2005
KPMG July 2000 - January 2003
PricewaterhouseCoopers December 1997 - June 2000
Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Returns, Income Tax, Tax
Education
Robert Morris University - Illinois 1995 — 1997
BBA
University of Illinois at Chicago 1990 — 1994
Holy Angels
Young & Associates, LLC May 2014 - Present
RSM McGladrey December 2008 - May 2014
Capri Capital Partners June 2005 - October 2008
PricewaterhouseCoopers January 2003 - June 2005
KPMG July 2000 - January 2003
PricewaterhouseCoopers December 1997 - June 2000
Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Returns, Income Tax, Tax
Education
Robert Morris University - Illinois 1995 — 1997
BBA
University of Illinois at Chicago 1990 — 1994
Holy Angels
Silvana Capaldi's RSM McGladrey Experience 2004 - 2006
Job Director of Business Development at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Cap-benefits July 2012 - December 2014
PwC November 2011 - June 2012
Sunera LLC March 2011 - October 2011
National Insurance Management March 2007 - February 2011
TaxBreak 2006 - 2007
RSM McGladrey 2004 - 2006
Baumann Raymondo and Co. CPA P.A. 1997 - 2004
Visitors Services 1995 - 1997
Travel Management Consultants 1992 - October 1996
Skills
B2B, Salesforce.com, Public Relations, Budgets, Corporate Communications, New Business Development, Business Development, Event Management, Executive Management, Strategic Planning, Marketing, Insurance, Marketing Strategy, Strategy, Start-ups, Business Planning, Leadership, CRM, Account Management, Lead Generation, Entrepreneurship, Business Strategy, Email Marketing, Selling, Online Marketing, Strategic Partnerships, Management, Team Building, Sales Management, Sales
Education
St. Clair College 1977 — 1981
Bachelor of Arts (B.A.)
Northwestern Mutual January 2015 - Present
Cap-benefits July 2012 - December 2014
PwC November 2011 - June 2012
Sunera LLC March 2011 - October 2011
National Insurance Management March 2007 - February 2011
TaxBreak 2006 - 2007
RSM McGladrey 2004 - 2006
Baumann Raymondo and Co. CPA P.A. 1997 - 2004
Visitors Services 1995 - 1997
Travel Management Consultants 1992 - October 1996
Skills
B2B, Salesforce.com, Public Relations, Budgets, Corporate Communications, New Business Development, Business Development, Event Management, Executive Management, Strategic Planning, Marketing, Insurance, Marketing Strategy, Strategy, Start-ups, Business Planning, Leadership, CRM, Account Management, Lead Generation, Entrepreneurship, Business Strategy, Email Marketing, Selling, Online Marketing, Strategic Partnerships, Management, Team Building, Sales Management, Sales
Education
St. Clair College 1977 — 1981
Bachelor of Arts (B.A.)
Sheila Weinbrenner Sheila Weinbrenner's RSM McGladrey Experience June 2005 - September 2007
Job Happy, Retired Staff Accountant
Industry Accounting
Experience
Klecka, WIlkins & Klecka CPA September 2007 - January 2013
RSM McGladrey June 2005 - September 2007
Maricopa Municipal Water Conservation District No. 1 January 1992 - June 2005
Lucas & Mathews, PC October 1981 - November 1992
Skills
QuickBooks, Financial Accounting, Tax Preparation, Financial Reporting, Financial Analysis, Account Reconciliation, Accounts Payable &..., Microsoft Excel, Microsoft Word, Customer Service
Education
Durham Business College
Associate’s Degree, Accounting and Finance
Rio Salado College
Accounting and Finance
Klecka, WIlkins & Klecka CPA September 2007 - January 2013
RSM McGladrey June 2005 - September 2007
Maricopa Municipal Water Conservation District No. 1 January 1992 - June 2005
Lucas & Mathews, PC October 1981 - November 1992
Skills
QuickBooks, Financial Accounting, Tax Preparation, Financial Reporting, Financial Analysis, Account Reconciliation, Accounts Payable &..., Microsoft Excel, Microsoft Word, Customer Service
Education
Durham Business College
Associate’s Degree, Accounting and Finance
Rio Salado College
Accounting and Finance
Daniel Schimel Daniel Schimel's RSM McGladrey Experience June 2008 - January 2010
Job Executive Recruiter at Green Key Resources, LLC
Industry Financial Services
Experience
Green Key Resources Tax SeniorUntracht Early LLCJuly 2010 - July 2015
RSM McGladrey June 2008 - January 2010
PriceWaterhouseCoopers September 2006 - June 2008
Skills
Financial Recruiting, Full-life Cycle..., Interview Preparation, Salary Negotiations, Accounting, Tax Accounting, Auditing, Tax
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
Green Key Resources Tax SeniorUntracht Early LLCJuly 2010 - July 2015
RSM McGladrey June 2008 - January 2010
PriceWaterhouseCoopers September 2006 - June 2008
Skills
Financial Recruiting, Full-life Cycle..., Interview Preparation, Salary Negotiations, Accounting, Tax Accounting, Auditing, Tax
Education
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
Debbie Amolsch's RSM McGladrey Experience January 1999 - May 2000
Job Sr. Talent Acquisition Systems Analyst at Informatica
Industry Staffing and Recruiting
Experience
Informatica February 2014 - Present
SilkRoad technology May 2012 - February 2014
Adecco RPO July 2010 - May 2012
The Newman Group/Futurestep April 2007 - July 2010
Devry June 2004 - April 2007
Allied Search Partners September 2002 - June 2004
New Resources Corporation/Carlson May 2000 - August 2002
RSM McGladrey January 1999 - May 2000
Computer Consultants of America April 1998 - January 1999
Sales Consultants of Oak Brook/MRI May 1997 - March 1998
Skills
Taleo - Enterprise..., Vurv (ATS), Virtual Edge (ATS), Peoplefluent (ATS), Kenexa Brassring (ATS), Oracle IRecruitment..., Active Recruiter (ATS), Avature (Recruitment..., Appointment Plus..., Voice Advantage..., HireVue (Recruitment..., MyStaffingPro (ATS), Recruitment and Sourcing, MResource, Salesforce.com, Clarity (Project..., OpenHire, Red Carpet, Applicant Tracking..., Recruiting, Taleo, Executive Search, Interviews, Sourcing, Human Resources, Talent Acquisition, Onboarding, Consulting, Technical Recruiting, Enterprise Software, Training, CRM, Cold Calling, Leadership, Management, Strategy, HRIS
Education
Southern Illinois University, Carbondale 1993 — 1997
B.S., Speech Communications
Informatica February 2014 - Present
SilkRoad technology May 2012 - February 2014
Adecco RPO July 2010 - May 2012
The Newman Group/Futurestep April 2007 - July 2010
Devry June 2004 - April 2007
Allied Search Partners September 2002 - June 2004
New Resources Corporation/Carlson May 2000 - August 2002
RSM McGladrey January 1999 - May 2000
Computer Consultants of America April 1998 - January 1999
Sales Consultants of Oak Brook/MRI May 1997 - March 1998
Skills
Taleo - Enterprise..., Vurv (ATS), Virtual Edge (ATS), Peoplefluent (ATS), Kenexa Brassring (ATS), Oracle IRecruitment..., Active Recruiter (ATS), Avature (Recruitment..., Appointment Plus..., Voice Advantage..., HireVue (Recruitment..., MyStaffingPro (ATS), Recruitment and Sourcing, MResource, Salesforce.com, Clarity (Project..., OpenHire, Red Carpet, Applicant Tracking..., Recruiting, Taleo, Executive Search, Interviews, Sourcing, Human Resources, Talent Acquisition, Onboarding, Consulting, Technical Recruiting, Enterprise Software, Training, CRM, Cold Calling, Leadership, Management, Strategy, HRIS
Education
Southern Illinois University, Carbondale 1993 — 1997
B.S., Speech Communications
Jessica Lynn Caruso's RSM McGladrey Experience June 2008 - August 2008
Job Assistant Manager Tax Reporting at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters May 2014 - Present
KPMG Tax & Advisory October 2011 - April 2014
Crane Co. Executive Office June 2009 - November 2011
Crane Merchandising Systems June 2009 - July 2010
RSM McGladrey June 2008 - August 2008
Skills
Tax Law, Hyperion Enterprise, Corporate Tax, GAAP, International Tax, Tax, Finance, Eager, Financial Reporting, Auditing, Accounting, Mergers & Acquisitions, Due Diligence, Transfer Pricing
Education
Sacred Heart University 2005 — 2009
B.S, Accounting, Business Management
Thomson Reuters May 2014 - Present
KPMG Tax & Advisory October 2011 - April 2014
Crane Co. Executive Office June 2009 - November 2011
Crane Merchandising Systems June 2009 - July 2010
RSM McGladrey June 2008 - August 2008
Skills
Tax Law, Hyperion Enterprise, Corporate Tax, GAAP, International Tax, Tax, Finance, Eager, Financial Reporting, Auditing, Accounting, Mergers & Acquisitions, Due Diligence, Transfer Pricing
Education
Sacred Heart University 2005 — 2009
B.S, Accounting, Business Management
Daniel Marcotte Daniel Marcotte's RSM McGladrey Experience 2000 - 2005
Job Executive, Financial Services
Industry Financial Services
Experience
Doxa Advisors LLC 2005 - Present
Burr Oak Group, Inc July 2008 - June 2010
RSM McGladrey 2000 - 2005
University of Minnesota Foundation 1998 - 2000
RBC Dain Rauscher 1991 - 1998
Dayton Hudson Department Store Co. 1988 - 1991
KPMG 1986 - 1988
Skills
Strategic Financial..., Investments, Portfolio Management, Wealth Management, Risk Management, Finance, Retirement Planning, Strategy, Financial Advisory, Asset Allocation, Credit, Banking, Fixed Income, Investment Management, Cash Management, Due Diligence, Financial Risk, Insurance, Financial Planning
Education
University of Minnesota - Carlson School of Management 1984 — 1986
MBA, Finance
St. Olaf College 1977 — 1982
B.A., Economics, Psychology
St. Paul Central 1974 — 1977
Diploma
Doxa Advisors LLC 2005 - Present
Burr Oak Group, Inc July 2008 - June 2010
RSM McGladrey 2000 - 2005
University of Minnesota Foundation 1998 - 2000
RBC Dain Rauscher 1991 - 1998
Dayton Hudson Department Store Co. 1988 - 1991
KPMG 1986 - 1988
Skills
Strategic Financial..., Investments, Portfolio Management, Wealth Management, Risk Management, Finance, Retirement Planning, Strategy, Financial Advisory, Asset Allocation, Credit, Banking, Fixed Income, Investment Management, Cash Management, Due Diligence, Financial Risk, Insurance, Financial Planning
Education
University of Minnesota - Carlson School of Management 1984 — 1986
MBA, Finance
St. Olaf College 1977 — 1982
B.A., Economics, Psychology
St. Paul Central 1974 — 1977
Diploma
Peggy Dreyer Peggy Dreyer's RSM McGladrey Experience December 2005 - September 2012
Job Sr. Tax Accountant at Lee Enterprises, Inc.
Industry Newspapers
Experience
Lee Enterprises, Inc. September 2012 - Present
RSM McGladrey December 2005 - September 2012
Skills
Accounting, Tax, Newspapers, Manufacturing, Office Administration, Legal Research, Legal Issues, Real Estate Transactions
Education
Blackhawk College, Moline, IL
Associate in Arts (A.A.), Accounting
St. Ambrose University
Bachelor's Degree, Bachelor of Business Administration - Accounting, 4.0
Lee Enterprises, Inc. September 2012 - Present
RSM McGladrey December 2005 - September 2012
Skills
Accounting, Tax, Newspapers, Manufacturing, Office Administration, Legal Research, Legal Issues, Real Estate Transactions
Education
Blackhawk College, Moline, IL
Associate in Arts (A.A.), Accounting
St. Ambrose University
Bachelor's Degree, Bachelor of Business Administration - Accounting, 4.0
Sarah Kooistra Sarah Kooistra's RSM McGladrey Experience November 2010 - July 2012
Job Senior Internal Auditor at Algeco Scotsman Group
Industry Accounting
Experience
Algeco Scotsman Group October 2013 - Present
Risk & Regulatory Consulting, LLC May 2012 - October 2013
RSM McGladrey November 2010 - July 2012
KPMG June 2009 - August 2009
Skills
Auditing, Financial Accounting, Financial Reporting, Accounting, Internal Controls, Financial Statements, Revenue Recognition, Internal Audit, Financial Risk, GAAP, US GAAP, Sarbanes-Oxley, SEC filings
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science, Accounting and Corporate Finance
Technical University Berlin 2009 — 2009
International Accounting - Study Abroad
Algeco Scotsman Group October 2013 - Present
Risk & Regulatory Consulting, LLC May 2012 - October 2013
RSM McGladrey November 2010 - July 2012
KPMG June 2009 - August 2009
Skills
Auditing, Financial Accounting, Financial Reporting, Accounting, Internal Controls, Financial Statements, Revenue Recognition, Internal Audit, Financial Risk, GAAP, US GAAP, Sarbanes-Oxley, SEC filings
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science, Accounting and Corporate Finance
Technical University Berlin 2009 — 2009
International Accounting - Study Abroad
Denise Arnold Denise Arnold's RSM McGladrey Experience November 2005 - February 2009
Job Accountant/Bookkeeper On and Offsite Services for multiple business entities
Industry Accounting
Experience
Independent Freelance Accountant & Bookkeeper June 2009 - Present
Freelance Accountant/Bookkeeper On and Offsite Services for multiple business entities June 2009 - Present
RSM McGladrey November 2005 - February 2009
McGladrey & Pullen, LLP November 2005 - February 2009
MGT Works Construction June 2001 - October 2005
Private CPA Firm June 2000 - March 2001
Skills
Accounting, Internal Controls, GAAP, Tax, Auditing, Management, Financial Reporting, Financial Accounting, Sales Tax, Not for Profit, Account Reconciliation, Bank Reconciliation, Journal Entries, Accruals, Microsoft Office, Microsoft Excel, Visio, QuickBooks, Budget Forecasts, Profit & Loss Management, Cash Flow Forecasting, Cash Flow Analysis, Financial Analysis, Time Management, Sales Commissions, Cash Management, Accounts Payable, Cost Accounting, Risk Management, Control Testing, Payroll Services, Corporate Tax, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Finance, Accounts Receivable
Education
City University of New York-Queens College 2002 — 2004
Bachelor of Arts, Accounting & Information Systems
Queen's College 2001 — 2004
Bachelor of Arts (BA), Accounting and Information Systems
Independent Freelance Accountant & Bookkeeper June 2009 - Present
Freelance Accountant/Bookkeeper On and Offsite Services for multiple business entities June 2009 - Present
RSM McGladrey November 2005 - February 2009
McGladrey & Pullen, LLP November 2005 - February 2009
MGT Works Construction June 2001 - October 2005
Private CPA Firm June 2000 - March 2001
Skills
Accounting, Internal Controls, GAAP, Tax, Auditing, Management, Financial Reporting, Financial Accounting, Sales Tax, Not for Profit, Account Reconciliation, Bank Reconciliation, Journal Entries, Accruals, Microsoft Office, Microsoft Excel, Visio, QuickBooks, Budget Forecasts, Profit & Loss Management, Cash Flow Forecasting, Cash Flow Analysis, Financial Analysis, Time Management, Sales Commissions, Cash Management, Accounts Payable, Cost Accounting, Risk Management, Control Testing, Payroll Services, Corporate Tax, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Finance, Accounts Receivable
Education
City University of New York-Queens College 2002 — 2004
Bachelor of Arts, Accounting & Information Systems
Queen's College 2001 — 2004
Bachelor of Arts (BA), Accounting and Information Systems
Annette Draper Annette Draper's RSM McGladrey Experience July 2002 - January 2007
Job Executive Assistant at EY
Industry Accounting
Experience
EY April 2015 - Present
Hughes Pittman & Gupton LLP September 2007 - April 2015
RSM McGladrey July 2002 - January 2007
Arthur Andersen March 1998 - June 2002
Skills
Accounting, Tax, Auditing, Budgets, Financial Reporting, QuickBooks, GAAP, Microsoft Word, CPA, Financial Accounting, Microsoft Office
Education
State University of New York at Delhi 1987 — 1989
AAS, Business Administrative
EY April 2015 - Present
Hughes Pittman & Gupton LLP September 2007 - April 2015
RSM McGladrey July 2002 - January 2007
Arthur Andersen March 1998 - June 2002
Skills
Accounting, Tax, Auditing, Budgets, Financial Reporting, QuickBooks, GAAP, Microsoft Word, CPA, Financial Accounting, Microsoft Office
Education
State University of New York at Delhi 1987 — 1989
AAS, Business Administrative
Lisa LaCascia's RSM McGladrey Experience November 2009 - July 2013
Job Tax Accountant at Chilton Investment Company
Industry Accounting
Experience
Chilton Investment Company July 2013 - Present
RSM McGladrey November 2009 - July 2013
RSM McGladrey, Inc. May 2008 - July 2008
Skills
Tax, Tax Returns, High Net Worth..., Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Accounting, CPA, Time Management, Tax Preparation, GAAP, Income Tax, Financial Reporting, Auditing, SEC filings, US GAAP, ProSystem fx Tax, Financial Accounting, Internal Controls
Education
Sacred Heart University 2005 — 2009
Chilton Investment Company July 2013 - Present
RSM McGladrey November 2009 - July 2013
RSM McGladrey, Inc. May 2008 - July 2008
Skills
Tax, Tax Returns, High Net Worth..., Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Accounting, CPA, Time Management, Tax Preparation, GAAP, Income Tax, Financial Reporting, Auditing, SEC filings, US GAAP, ProSystem fx Tax, Financial Accounting, Internal Controls
Education
Sacred Heart University 2005 — 2009
Leonard Fields Leonard Fields's RSM McGladrey Experience 1998 - 2000
Job IT Manager at Bolton & Menk, Inc.
Industry Information Technology and Services
Experience
Bolton & Menk, Inc. 2014 - Present
Northeast Iowa Community College 2010 - 2013
Edco Products Incorporated 2000 - 2009
RSM McGladrey 1998 - 2000
Kolpak (The Shannon Group) 1993 - 1998
Davis, Thomas & Associates 1988 - 1993
Lamaur 1985 - 1988
Skills
Strategic Planning, Program Management, IT Strategy, Project Management, Management, Leadership, ITIL, Virtualization, CRM, Databases, Software Documentation, ERP, Project Planning, Security, Training
Education
St. Cloud State University 1977 — 1982
BS, Computer Science/Business Management
Bolton & Menk, Inc. 2014 - Present
Northeast Iowa Community College 2010 - 2013
Edco Products Incorporated 2000 - 2009
RSM McGladrey 1998 - 2000
Kolpak (The Shannon Group) 1993 - 1998
Davis, Thomas & Associates 1988 - 1993
Lamaur 1985 - 1988
Skills
Strategic Planning, Program Management, IT Strategy, Project Management, Management, Leadership, ITIL, Virtualization, CRM, Databases, Software Documentation, ERP, Project Planning, Security, Training
Education
St. Cloud State University 1977 — 1982
BS, Computer Science/Business Management
Al Harkins Al Harkins's RSM McGladrey Experience March 2009 - December 2010
Job Member Board of Directors at Arkansas State Board of Finance
Industry Banking
Experience
Commerce Banc Corp July 2007 - Present
Arkansas State Board of Finance February 2015 - Present
Federal Deposit Insurance Corporation January 2011 - January 2015
RSM McGladrey March 2009 - December 2010
National Bank of Arkansas March 1989 - October 2008
Eagle Bank and Trust March 1983 - March 1989
First National Bank March 1980 - March 1983
Skills
Loans, Commercial Lending, Credit, Loan Origination, Commercial Banking, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Risk Management, Financial Analysis, Underwriting, Financial Risk, Portfolio Management, Small Business Lending, Structured Finance, Mortgage Banking, Commercial Mortgages, Funding, Financial Structuring, Real Estate Financing, Restructuring, Corporate Finance, Treasury Management, Financial Modeling, Refinance, Due Diligence, Commercial Real Estate, Fraud, Investments, FHA, Strategic Financial..., Consumer Lending, Cash Flow, Real Estate, Capital Markets, Cross Selling, Asset Management, Executive Management, Enterprise Risk..., Auditing, Loss Mitigation, Financial Services, Mergers & Acquisitions, Real Estate Economics, Relationship Management, Asset Based Lending, Investment Properties, Economic Data Analysis, Financial Planning
Education
Georgetown University 2012 — 2014
Economics
University of Central Arkansas (UCA) 1985 — 1986
Trust Services
Rutgers University-New Brunswick 1976 — 1979
Banking Finance
Columbia Broadcasting School (CBS) 1969 — 1971
Radio and Television
Little Rock University (UALR)
Accounting
Bolton High School, Alexandria, Louisiana
Commerce Banc Corp July 2007 - Present
Arkansas State Board of Finance February 2015 - Present
Federal Deposit Insurance Corporation January 2011 - January 2015
RSM McGladrey March 2009 - December 2010
National Bank of Arkansas March 1989 - October 2008
Eagle Bank and Trust March 1983 - March 1989
First National Bank March 1980 - March 1983
Skills
Loans, Commercial Lending, Credit, Loan Origination, Commercial Banking, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Risk Management, Financial Analysis, Underwriting, Financial Risk, Portfolio Management, Small Business Lending, Structured Finance, Mortgage Banking, Commercial Mortgages, Funding, Financial Structuring, Real Estate Financing, Restructuring, Corporate Finance, Treasury Management, Financial Modeling, Refinance, Due Diligence, Commercial Real Estate, Fraud, Investments, FHA, Strategic Financial..., Consumer Lending, Cash Flow, Real Estate, Capital Markets, Cross Selling, Asset Management, Executive Management, Enterprise Risk..., Auditing, Loss Mitigation, Financial Services, Mergers & Acquisitions, Real Estate Economics, Relationship Management, Asset Based Lending, Investment Properties, Economic Data Analysis, Financial Planning
Education
Georgetown University 2012 — 2014
Economics
University of Central Arkansas (UCA) 1985 — 1986
Trust Services
Rutgers University-New Brunswick 1976 — 1979
Banking Finance
Columbia Broadcasting School (CBS) 1969 — 1971
Radio and Television
Little Rock University (UALR)
Accounting
Bolton High School, Alexandria, Louisiana
Robert Chepela's RSM McGladrey Experience 2005 - 2007
Job V. P. of Engineering | Director of Specialty Tax Services at Engineered Tax Services
Industry Accounting
Experience
Engineered Tax Services 2013 - Present
Cost Segregation Specialist, LLC (CSS) 2009 - 2013
BKD, LLP 2007 - 2009
KPMG, LLP 2006 - 2007
RSM McGladrey 2005 - 2007
BKD, LLP 2001 - 2006
Skills
Research & Development..., Tax, Due Diligence, Purchase Price..., Analysis, Valuation, Real Estate, Income Tax, Fixed Assets, Depreciation, Construction, Tax Credits, Microsoft Excel, Microsoft Office, Microsoft Word, Fixed Asset Depreciation, LEED Accredited, Commercial Real Estate, Cost Segregation, Accounting, Management, Real Estate Development, Energy Audits, Finance, Financial Analysis, Entrepreneurship, Mergers, Business Valuation, Contract Negotiation, Sales, Marketing, Business Planning, Strategic Financial..., Management Consulting, Business Development, Appraisals, QuickBooks, Green Building, Real Estate Transactions, Executive Management, Engineering, Business Strategy, Investments, Budgets, CPA, Cash Flow, Leadership, Mergers & Acquisitions
Education
U.S. Green Building Council - The Green Building Certification Institute (GBCI) 2012 — 2014
Certification, LEED Green Associate
Purdue University 1999 — 2003
Bachelor, Construction Engineering / Construction Management
Purdue University 1999 — 2003
AS, Civil Engineering Technology
Purdue University 1999 — 2003
AS, Architectural Engineering Technology
Engineered Tax Services 2013 - Present
Cost Segregation Specialist, LLC (CSS) 2009 - 2013
BKD, LLP 2007 - 2009
KPMG, LLP 2006 - 2007
RSM McGladrey 2005 - 2007
BKD, LLP 2001 - 2006
Skills
Research & Development..., Tax, Due Diligence, Purchase Price..., Analysis, Valuation, Real Estate, Income Tax, Fixed Assets, Depreciation, Construction, Tax Credits, Microsoft Excel, Microsoft Office, Microsoft Word, Fixed Asset Depreciation, LEED Accredited, Commercial Real Estate, Cost Segregation, Accounting, Management, Real Estate Development, Energy Audits, Finance, Financial Analysis, Entrepreneurship, Mergers, Business Valuation, Contract Negotiation, Sales, Marketing, Business Planning, Strategic Financial..., Management Consulting, Business Development, Appraisals, QuickBooks, Green Building, Real Estate Transactions, Executive Management, Engineering, Business Strategy, Investments, Budgets, CPA, Cash Flow, Leadership, Mergers & Acquisitions
Education
U.S. Green Building Council - The Green Building Certification Institute (GBCI) 2012 — 2014
Certification, LEED Green Associate
Purdue University 1999 — 2003
Bachelor, Construction Engineering / Construction Management
Purdue University 1999 — 2003
AS, Civil Engineering Technology
Purdue University 1999 — 2003
AS, Architectural Engineering Technology
Emily Oliver Emily Oliver's RSM McGladrey Experience 2005 - 2006
Job SVP Executive Recruiting at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
Bank of America August 2010 - Present
Bank of America July 2007 - July 2010
RSM McGladrey 2005 - 2006
Ernst & Young August 2004 - February 2005
PricewaterhouseCoopers August 1999 - January 2004
Skills
Executive Search, Finance, Financial Risk, Accounting, Risk Management, Banking, Financial Modeling, Business Process..., Consulting, Business Analysis, Human Resources, Management, Vendor Management, Financial Services, Process Improvement, Management Consulting, Leadership
Education
Queens University of Charlotte 2008 — 2010
Masters, Organization Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1999
Masters of Science, Accounting, Business Administration and Management, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bank of America August 2010 - Present
Bank of America August 2010 - Present
Bank of America July 2007 - July 2010
RSM McGladrey 2005 - 2006
Ernst & Young August 2004 - February 2005
PricewaterhouseCoopers August 1999 - January 2004
Skills
Executive Search, Finance, Financial Risk, Accounting, Risk Management, Banking, Financial Modeling, Business Process..., Consulting, Business Analysis, Human Resources, Management, Vendor Management, Financial Services, Process Improvement, Management Consulting, Leadership
Education
Queens University of Charlotte 2008 — 2010
Masters, Organization Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1999
Masters of Science, Accounting, Business Administration and Management, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English Language and Literature/Letters
Michael A. - CISSP, CISA, CIA, CRIC's RSM McGladrey Experience October 2009 - January 2011
Job
Industry Information Technology and Services
Experience
Thompson Reuters March 2015 - Present
Baker Tilly November 2011 - March 2015
McGladrey June 2010 - January 2011
RSM McGladrey October 2009 - January 2011
Carol Corp. 2011 - 2011
RSM McGladrey August 2007 - October 2009
RSM McGladrey, Technology Risk Management Services August 2007 - October 2009
TCF Bank September 2005 - August 2007
TCF Financial Corporation September 2005 - August 2007
TCF National Bank August 2002 - August 2005
Skills
HIPAA, GLBA, FFIEC, Financial Risk, IT Audit, IT Risk Management, Risk Assessment, SAS70, Security, Auditing, Sarbanes-Oxley Act, Management, Operational Risk..., Internal Audit, Internal Controls, Risk Management, Access Lists, PCI DSS, Governance, IT Controls, CISA, Information Technology, Payment Industry, Information Security, Sarbanes-Oxley, Business Continuity, COSO, Enterprise Risk..., Business Continuity..., Enterprise Software, Process Improvement, Consulting, Project Management, Information Security...
Education
Saint Mary's University of Minnesota 2006 — 2008
MBA, Finance
St. Cloud State University 1996 — 1998
B.S., BCIS
Thompson Reuters March 2015 - Present
Baker Tilly November 2011 - March 2015
McGladrey June 2010 - January 2011
RSM McGladrey October 2009 - January 2011
Carol Corp. 2011 - 2011
RSM McGladrey August 2007 - October 2009
RSM McGladrey, Technology Risk Management Services August 2007 - October 2009
TCF Bank September 2005 - August 2007
TCF Financial Corporation September 2005 - August 2007
TCF National Bank August 2002 - August 2005
Skills
HIPAA, GLBA, FFIEC, Financial Risk, IT Audit, IT Risk Management, Risk Assessment, SAS70, Security, Auditing, Sarbanes-Oxley Act, Management, Operational Risk..., Internal Audit, Internal Controls, Risk Management, Access Lists, PCI DSS, Governance, IT Controls, CISA, Information Technology, Payment Industry, Information Security, Sarbanes-Oxley, Business Continuity, COSO, Enterprise Risk..., Business Continuity..., Enterprise Software, Process Improvement, Consulting, Project Management, Information Security...
Education
Saint Mary's University of Minnesota 2006 — 2008
MBA, Finance
St. Cloud State University 1996 — 1998
B.S., BCIS
Kurt Frederick's RSM McGladrey Experience June 1999 - January 2000
Job
Industry Investment Management
Experience
Union Bank December 2014 - Present
Wedbush Securities November 2010 - November 2014
Wedbush Securities June 2006 - December 2013
Wells Fargo March 2000 - July 2004
RSM McGladrey June 1999 - January 2000
Skills
Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Finance
St. Cloud State University 1994 — 1999
Bachelor of Science, Accounting
Union Bank December 2014 - Present
Wedbush Securities November 2010 - November 2014
Wedbush Securities June 2006 - December 2013
Wells Fargo March 2000 - July 2004
RSM McGladrey June 1999 - January 2000
Skills
Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Finance
St. Cloud State University 1994 — 1999
Bachelor of Science, Accounting
Jeff Johannesen's RSM McGladrey Experience September 1999 - November 2011
Job National Tax Leader at McGladrey
Industry Accounting
Experience
McGladrey & Pullen 1981 - Present
RSM McGladrey September 1999 - November 2011
Skills
CPA, Tax, Corporate Tax, Accounting, Tax Preparation, Tax Research, Income Tax, Partnership Taxation, Tax Returns
Education
Southwest Minnesota State University 1977 — 1981
Bachelor of Applied Science, Accounting
McGladrey & Pullen 1981 - Present
RSM McGladrey September 1999 - November 2011
Skills
CPA, Tax, Corporate Tax, Accounting, Tax Preparation, Tax Research, Income Tax, Partnership Taxation, Tax Returns
Education
Southwest Minnesota State University 1977 — 1981
Bachelor of Applied Science, Accounting
Jim Manion, PMP's RSM McGladrey Experience 1999 - 2001
Job Finally Decided to Retire from full time work
Industry Information Technology and Services
Experience
Retired/Self Employed April 2014 - Present
State of Minnesota July 2009 - Present
Blue Cross Minnesota May 2007 - 2009
United Healthcare February 2004 - April 2007
CSC Consulting July 1999 - February 2005
RSM McGladrey 1999 - 2001
Skills
Vendor Management, Program Management, SDLC, Project Planning, Integration, Project Management, Management, ERP, Leadership, Strategy, Strategic Planning, Budgets, SAP, Enterprise Software, Consulting, Project Portfolio..., Business Process, IT Strategy, Business Process...
Education
Saint John's University
BS, Ecomomics - Accounting
Retired/Self Employed April 2014 - Present
State of Minnesota July 2009 - Present
Blue Cross Minnesota May 2007 - 2009
United Healthcare February 2004 - April 2007
CSC Consulting July 1999 - February 2005
RSM McGladrey 1999 - 2001
Skills
Vendor Management, Program Management, SDLC, Project Planning, Integration, Project Management, Management, ERP, Leadership, Strategy, Strategic Planning, Budgets, SAP, Enterprise Software, Consulting, Project Portfolio..., Business Process, IT Strategy, Business Process...
Education
Saint John's University
BS, Ecomomics - Accounting
Candace Owens's RSM McGladrey Experience January 1994 - March 2010
Job CPA
Industry Accounting
Experience
Striegel Knobloch & Company LLC August 2011 - Present
Illinois Agriculture Auditing Association March 2010 - August 2011
RSM McGladrey January 1994 - March 2010
Skills
Tax Research, Partnership Taxation, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
MBA
St. Ambrose University 1990 — 1992
Striegel Knobloch & Company LLC August 2011 - Present
Illinois Agriculture Auditing Association March 2010 - August 2011
RSM McGladrey January 1994 - March 2010
Skills
Tax Research, Partnership Taxation, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
MBA
St. Ambrose University 1990 — 1992
Justin Hamor's RSM McGladrey Experience December 2007 - February 2011
Job M&A Tax Manager at KPMG
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US February 2011 - September 2014
RSM McGladrey December 2007 - February 2011
Skills
Due Diligence, Private Equity, Mergers, Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Accounting, Corporate Law, Restructuring, Mergers & Acquisitions
Education
Quinnipiac University School of Law 2004 — 2007
Juris Doctor
University of Scranton 2000 — 2004
Bachelor of Science (B.S.), Criminal Justice
KPMG US October 2014 - Present
KPMG US February 2011 - September 2014
RSM McGladrey December 2007 - February 2011
Skills
Due Diligence, Private Equity, Mergers, Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Accounting, Corporate Law, Restructuring, Mergers & Acquisitions
Education
Quinnipiac University School of Law 2004 — 2007
Juris Doctor
University of Scranton 2000 — 2004
Bachelor of Science (B.S.), Criminal Justice
Carrie Dietz's RSM McGladrey Experience January 2000 - December 2000
Job Director, Kentlands Community Foundation
Industry Nonprofit Organization Management
Experience
Kentlands Community Foundation September 2010 - Present
The Town Courier September 2004 - September 2010
RSM McGladrey January 2000 - December 2000
Augsburg Fortress Publishers September 1995 - January 2000
Skills
Editing, Copy Editing, Publications, Public Relations, Proofreading, Ap Style, Feature Articles, Newspaper, Newsletters, Web Content, Strategic Planning, Copywriting, AP Style, Photography, Media Relations, Newspapers, Marketing Communications
Education
St. Cloud State University 1989 — 1991
BS, Public Relations, Speech Communications
Winona State University 1986 — 1989
Kentlands Community Foundation September 2010 - Present
The Town Courier September 2004 - September 2010
RSM McGladrey January 2000 - December 2000
Augsburg Fortress Publishers September 1995 - January 2000
Skills
Editing, Copy Editing, Publications, Public Relations, Proofreading, Ap Style, Feature Articles, Newspaper, Newsletters, Web Content, Strategic Planning, Copywriting, AP Style, Photography, Media Relations, Newspapers, Marketing Communications
Education
St. Cloud State University 1989 — 1991
BS, Public Relations, Speech Communications
Winona State University 1986 — 1989
Shane Schneider's RSM McGladrey Experience July 2006 - October 2007
Job Quality Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey May 2013 - Present
McGladrey July 2006 - April 2013
RSM McGladrey July 2006 - October 2007
Bandag, Inc. April 2002 - July 2006
Bandag, Inc. June 1997 - April 2002
United States Air Force 1993 - 1997
Skills
Windows Server, Microsoft..., VMware ESX, IBM Tivoli, Project Management, EMC DataDomain, Microsoft Forefront TMG, EMC SAN Administration, Microsoft IIS, Redhat Enterprise Linux, CentOS, LTO Tape Encryption/TKLM, Websense, Microsoft ISA, Symantec Backup, Leadership, Process Improvement, IIS, Accounts Payable, RHEL, System Administration, Active Directory, Disaster Recovery, TMG, CSS, VMware
Education
St. Ambrose University 2003 — 2007
Bachelor of Arts (B.A.), Computer Network Administration
McGladrey May 2013 - Present
McGladrey July 2006 - April 2013
RSM McGladrey July 2006 - October 2007
Bandag, Inc. April 2002 - July 2006
Bandag, Inc. June 1997 - April 2002
United States Air Force 1993 - 1997
Skills
Windows Server, Microsoft..., VMware ESX, IBM Tivoli, Project Management, EMC DataDomain, Microsoft Forefront TMG, EMC SAN Administration, Microsoft IIS, Redhat Enterprise Linux, CentOS, LTO Tape Encryption/TKLM, Websense, Microsoft ISA, Symantec Backup, Leadership, Process Improvement, IIS, Accounts Payable, RHEL, System Administration, Active Directory, Disaster Recovery, TMG, CSS, VMware
Education
St. Ambrose University 2003 — 2007
Bachelor of Arts (B.A.), Computer Network Administration
Vera Ellich's RSM McGladrey Experience 2000 - 2004
Job Tax Director at RGI
Industry Real Estate
Experience
RGI July 2004 - Present
RSM McGladrey 2000 - 2004
KPMG 1996 - 2000
Westin Hotels & Resorts 1996 - 1996
Mid-Com Communications 1991 - 1995
Skills
Auditing, Corporate Tax, Tax Research, Tax, CPA, Partnership Taxation, Accounting, Tax Accounting, Income Tax, Tax Advisory, International Tax, SEC filings, Transfer Pricing, GAAP, Tax Law
Education
Seattle University School of Law 1992 — 1996
JD, Law
Ballard High School
University of Washington
RGI July 2004 - Present
RSM McGladrey 2000 - 2004
KPMG 1996 - 2000
Westin Hotels & Resorts 1996 - 1996
Mid-Com Communications 1991 - 1995
Skills
Auditing, Corporate Tax, Tax Research, Tax, CPA, Partnership Taxation, Accounting, Tax Accounting, Income Tax, Tax Advisory, International Tax, SEC filings, Transfer Pricing, GAAP, Tax Law
Education
Seattle University School of Law 1992 — 1996
JD, Law
Ballard High School
University of Washington
Luke Weissler's RSM McGladrey Experience June 2007 - August 2007
Job Attorney at Husch Blackwell
Industry Law Practice
Experience
Husch Blackwell September 2013 - Present
Edcouch-Elsa ISD June 2008 - June 2010
Teach For America June 2008 - June 2010
RubinBrown LLP January 2008 - May 2008
RSM McGladrey June 2007 - August 2007
Education
University of Missouri-Columbia School of Law 2010 — 2013
JD
Saint Louis University 2004 — 2008
BS, Business Administration
Husch Blackwell September 2013 - Present
Edcouch-Elsa ISD June 2008 - June 2010
Teach For America June 2008 - June 2010
RubinBrown LLP January 2008 - May 2008
RSM McGladrey June 2007 - August 2007
Education
University of Missouri-Columbia School of Law 2010 — 2013
JD
Saint Louis University 2004 — 2008
BS, Business Administration
Derek Barnhart's RSM McGladrey Experience StudentSalisbury University2004 - Present
Job Consulting Services Intern at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey StudentSalisbury University2004 - Present
Education
Salisbury University 2004 — 2007
RSM McGladrey StudentSalisbury University2004 - Present
Education
Salisbury University 2004 — 2007
Alexander Royzen's RSM McGladrey Experience May 2007 - August 2007
Job Supply Chain Development Manager at OpticsPlanet, Inc.
Industry Online Media
Experience
OpticsPlanet, Inc. July 2015 - Present
OpticsPlanet, Inc. October 2012 - July 2015
OpticsPlanet, Inc. March 2012 - October 2012
OpticsPlanet, Inc. March 2010 - March 2012
OpticsPlanet, Inc. August 2009 - March 2010
Bucyrus International June 2008 - June 2009
RSM McGladrey May 2007 - August 2007
Skills
Data Analysis, Competitive Analysis, Online Research, Microsoft Office, Project Management, Strategic Planning, Leadership, Management, Product Management, Process Improvement, E-commerce, Social Media Marketing, Marketing, Analysis, Marketing Strategy, Retail, Sales, Inventory Management, Customer Service, Training, Business Development, Merchandising, Budgets, Strategy, Event Management, Supply Chain Management, Business Strategy, Business Intelligence, Account Management, Microsoft Excel, Team Leadership, Market Research, Team Building, Forecasting, Procurement, Sales Operations, Cross-functional Team..., Time Management, Pricing, Product Development, Sales Management, Product Marketing, CRM, Online Marketing, Email Marketing, New Business Development, Social Media, Social Networking, Negotiation
Education
Ripon College 2004 — 2008
BA, Economics, Business Administration, History
Palacky University 2005 — 2005
Bachelor of Arts (B.A.), History
OpticsPlanet, Inc. July 2015 - Present
OpticsPlanet, Inc. October 2012 - July 2015
OpticsPlanet, Inc. March 2012 - October 2012
OpticsPlanet, Inc. March 2010 - March 2012
OpticsPlanet, Inc. August 2009 - March 2010
Bucyrus International June 2008 - June 2009
RSM McGladrey May 2007 - August 2007
Skills
Data Analysis, Competitive Analysis, Online Research, Microsoft Office, Project Management, Strategic Planning, Leadership, Management, Product Management, Process Improvement, E-commerce, Social Media Marketing, Marketing, Analysis, Marketing Strategy, Retail, Sales, Inventory Management, Customer Service, Training, Business Development, Merchandising, Budgets, Strategy, Event Management, Supply Chain Management, Business Strategy, Business Intelligence, Account Management, Microsoft Excel, Team Leadership, Market Research, Team Building, Forecasting, Procurement, Sales Operations, Cross-functional Team..., Time Management, Pricing, Product Development, Sales Management, Product Marketing, CRM, Online Marketing, Email Marketing, New Business Development, Social Media, Social Networking, Negotiation
Education
Ripon College 2004 — 2008
BA, Economics, Business Administration, History
Palacky University 2005 — 2005
Bachelor of Arts (B.A.), History
Edie Melvin's RSM McGladrey Experience September 1998 - April 2001
Job Accounting Manager at Home Health Depot
Industry Banking
Experience
Home Health Depot Director of Projects and Process ImprovementFirst Internet BankOctober 2014 - Present
First Internet Bank July 2009 - September 2014
First Internet Bank May 2005 - November 2009
Blackhawk Bank April 2002 - May 2005
RSM McGladrey September 1998 - April 2001
Amcore Financial April 1995 - April 1998
amcore 1995 - 1998
AMCORE Bank, N.A. 1995 - 1998
Skills
Banking, Auditing, Credit Analysis, Loans, Credit Risk, Finance, Internal Audit, Financial Analysis, Credit
Education
Rockford College 1983 — 1992
Bachelor of Science, Accoounting
Wayland Academy 1980 — 1982
Home Health Depot Director of Projects and Process ImprovementFirst Internet BankOctober 2014 - Present
First Internet Bank July 2009 - September 2014
First Internet Bank May 2005 - November 2009
Blackhawk Bank April 2002 - May 2005
RSM McGladrey September 1998 - April 2001
Amcore Financial April 1995 - April 1998
amcore 1995 - 1998
AMCORE Bank, N.A. 1995 - 1998
Skills
Banking, Auditing, Credit Analysis, Loans, Credit Risk, Finance, Internal Audit, Financial Analysis, Credit
Education
Rockford College 1983 — 1992
Bachelor of Science, Accoounting
Wayland Academy 1980 — 1982
Oscar Williams's RSM McGladrey Experience May 2005 - May 2007
Job Corporate Payroll Accountant/Analyst at Officemax via Brilliant Financial
Industry Business Supplies and Equipment
Experience
OfficeMax via Brilliant Financial June 2014 - Present
BioreclamationIVT via Brilliant Financial Staffing April 2012 - June 2014
Consolidated Commercial Controls dba Allpoints August 2007 - September 2011
RSM McGladrey May 2005 - May 2007
Illinois Manufacturers' Association August 1999 - June 2005
Four Points by Sheraton 2002 - 2005
Transilwrap Company, Inc. May 1995 - August 1999
Skills
Accounting, Accounts Payable, Financial Reporting, Accounts Receivable, General Ledger, Payroll, Due Diligence, Operating Budgets, Department Budgeting, Accruals, Billing Systems, ERP Software, ERP Implementations, Financial Analysis, ERP, Forecasting, Auditing, Account Reconciliation, Microsoft Excel, Budgets, Variance Analysis, Analysis, Cost Accounting, Financial Statements, Internal Controls, Invoicing, Journal Entries, Process Improvement, Finance, Bank Reconciliation, Financial Accounting, Training, Microsoft Office, GAAP, Strategic Planning, Customer Service, Internal Audit, SAP, Team Building
Education
Robert Morris College
Accounting
OfficeMax via Brilliant Financial June 2014 - Present
BioreclamationIVT via Brilliant Financial Staffing April 2012 - June 2014
Consolidated Commercial Controls dba Allpoints August 2007 - September 2011
RSM McGladrey May 2005 - May 2007
Illinois Manufacturers' Association August 1999 - June 2005
Four Points by Sheraton 2002 - 2005
Transilwrap Company, Inc. May 1995 - August 1999
Skills
Accounting, Accounts Payable, Financial Reporting, Accounts Receivable, General Ledger, Payroll, Due Diligence, Operating Budgets, Department Budgeting, Accruals, Billing Systems, ERP Software, ERP Implementations, Financial Analysis, ERP, Forecasting, Auditing, Account Reconciliation, Microsoft Excel, Budgets, Variance Analysis, Analysis, Cost Accounting, Financial Statements, Internal Controls, Invoicing, Journal Entries, Process Improvement, Finance, Bank Reconciliation, Financial Accounting, Training, Microsoft Office, GAAP, Strategic Planning, Customer Service, Internal Audit, SAP, Team Building
Education
Robert Morris College
Accounting
Steve Mericle's RSM McGladrey Experience June 2004 - Present
Job Network Engineer at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey June 2004 - Present
Skills
Cisco Technologies
Education
St. Ambrose University 2003 — 2005
BA, Computer Network Administration
RSM McGladrey June 2004 - Present
Skills
Cisco Technologies
Education
St. Ambrose University 2003 — 2005
BA, Computer Network Administration
Dana Milwicz's RSM McGladrey Experience March 1994 - August 2012
Job Senior Business Analyst at McGladrey
Industry Accounting
Experience
McGladrey May 2010 - Present
RSM McGladrey March 1994 - August 2012
American Express Tax & Business Services 1997 - 2005
Skills
Business Process..., Internal Controls, Business Analysis, Accounting, Visio, Business Process, Project Management, Acquisition Integration, Mergers, Requirements Gathering, Microsoft Excel, Access, Analysis, Project Planning, Requirements Analysis, PeopleSoft, Microsoft Office, Risk Management, Finance
Education
Stevenson University 1988 — 1995
Bachelor of Science (B.S.), Computer Accounting
Stevenson University
Bachelor's degree, Accounting and Computer Science
McGladrey May 2010 - Present
RSM McGladrey March 1994 - August 2012
American Express Tax & Business Services 1997 - 2005
Skills
Business Process..., Internal Controls, Business Analysis, Accounting, Visio, Business Process, Project Management, Acquisition Integration, Mergers, Requirements Gathering, Microsoft Excel, Access, Analysis, Project Planning, Requirements Analysis, PeopleSoft, Microsoft Office, Risk Management, Finance
Education
Stevenson University 1988 — 1995
Bachelor of Science (B.S.), Computer Accounting
Stevenson University
Bachelor's degree, Accounting and Computer Science
Anthony Chiafari Jr.'s RSM McGladrey Experience December 2007 - November 2010
Job
Industry Legal Services
Experience
PwC November 2010 - Present
RSM McGladrey December 2007 - November 2010
Weath and Tax Advisory Services March 2006 - November 2007
Unilever 2001 - 2002
Skills
Tax, Tax Law, Tax Research, Tax Advisory, Due Diligence
Education
Quinnipiac University School of Law 2002 — 2005
Doctor of Law (J.D.)
Sacred Heart University 1997 — 2001
PwC November 2010 - Present
RSM McGladrey December 2007 - November 2010
Weath and Tax Advisory Services March 2006 - November 2007
Unilever 2001 - 2002
Skills
Tax, Tax Law, Tax Research, Tax Advisory, Due Diligence
Education
Quinnipiac University School of Law 2002 — 2005
Doctor of Law (J.D.)
Sacred Heart University 1997 — 2001
James Schorm's RSM McGladrey Experience 2008 - 2008
Job Summer Intern McGladrey & Pullen, LLP Auditing
Industry Accounting
Experience
McGladrey & Pullen 2007 - Present
Perdue Farms January 2009 - May 2009
RSM McGladrey 2008 - 2008
Executive Wireless June 2007 - 2007
Education
Salisbury University 2006 — 2009
McGladrey & Pullen 2007 - Present
Perdue Farms January 2009 - May 2009
RSM McGladrey 2008 - 2008
Executive Wireless June 2007 - 2007
Education
Salisbury University 2006 — 2009
Sean Mugrage, CPA, CFE's RSM McGladrey Experience July 2002 - January 2012
Job Principal at One + One, LLC
Industry Accounting
Experience
One + One, LLC October 2011 - Present
RSM McGladrey July 2002 - January 2012
Skills
GAAP, Auditing, Internal Audit, Internal Controls, Business Process..., Financial Accounting, Sarbanes-Oxley, US GAAP, Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, Budgets, Financial Reporting, Financial Statements, SEC filings, Tax Research, Tax, Forensic Accounting, Tax Accounting, Tax Preparation, Income Tax, Revenue Recognition, Tax Returns, Assurance, External Audit, S Corporations, Partnership Taxation, General Ledger, Payroll, Process Improvement, Fixed Assets, International Tax
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bachelor of Science (B.S.), Accounting
Perry Hall High School 1995 — 1998
One + One, LLC October 2011 - Present
RSM McGladrey July 2002 - January 2012
Skills
GAAP, Auditing, Internal Audit, Internal Controls, Business Process..., Financial Accounting, Sarbanes-Oxley, US GAAP, Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, Budgets, Financial Reporting, Financial Statements, SEC filings, Tax Research, Tax, Forensic Accounting, Tax Accounting, Tax Preparation, Income Tax, Revenue Recognition, Tax Returns, Assurance, External Audit, S Corporations, Partnership Taxation, General Ledger, Payroll, Process Improvement, Fixed Assets, International Tax
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bachelor of Science (B.S.), Accounting
Perry Hall High School 1995 — 1998
Matt Sammler's RSM McGladrey Experience July 2008 - February 2012
Job Senior Internal Controls Analyst at Marsh & McLennan Companies, Inc.
Industry Accounting
Experience
Marsh & McLennan Companies, Inc. May 2012 - Present
St Mark Lutheran Church and School 2011 - Present
RSM McGladrey July 2008 - February 2012
Education
Simpson College
Marsh & McLennan Companies, Inc. May 2012 - Present
St Mark Lutheran Church and School 2011 - Present
RSM McGladrey July 2008 - February 2012
Education
Simpson College
Josh Rosoff's RSM McGladrey Experience March 2004 - December 2010
Job Director at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers December 2010 - Present
RSM McGladrey March 2004 - December 2010
PricewaterhouseCoopers July 1998 - March 2004
Coopers & Lybrand October 1997 - July 1998
the Tax Court of New Jersey 1996 - 1997
Dreyer & Traub 1994 - 1994
Skills
Tax, Corporate Tax, International Tax, Tax Research, Tax Accounting, Tax Law, Income Tax, Tax Advisory, CPA, Sarbanes-Oxley Act, Auditing, SEC filings, Transfer Pricing, Partnership Taxation, Due Diligence, Accounting, Internal Controls, US GAAP, Sales Tax, Big 4
Education
Rutgers University School of Law - Newark 1993 — 1996
J.D.
Rutgers University-New Brunswick 1985 — 1989
B.A.
Ranney School 1981 — 1985
H.S. Diploma
PricewaterhouseCoopers December 2010 - Present
RSM McGladrey March 2004 - December 2010
PricewaterhouseCoopers July 1998 - March 2004
Coopers & Lybrand October 1997 - July 1998
the Tax Court of New Jersey 1996 - 1997
Dreyer & Traub 1994 - 1994
Skills
Tax, Corporate Tax, International Tax, Tax Research, Tax Accounting, Tax Law, Income Tax, Tax Advisory, CPA, Sarbanes-Oxley Act, Auditing, SEC filings, Transfer Pricing, Partnership Taxation, Due Diligence, Accounting, Internal Controls, US GAAP, Sales Tax, Big 4
Education
Rutgers University School of Law - Newark 1993 — 1996
J.D.
Rutgers University-New Brunswick 1985 — 1989
B.A.
Ranney School 1981 — 1985
H.S. Diploma
Carmella Duafala's RSM McGladrey Experience 2000 - 2005
Job Principal Tax Analyst at Baltimore Gas & Electric
Industry Accounting
Experience
Baltimore Gas & Electric August 2013 - Present
Baltimore Gas & Electric August 2013 - Present
McGladrey January 2000 - August 2013
rsm mcgladrey 2000 - 2005
State of Maryland Administrative Office of the Courts 1994 - 2000
Education
University of Baltimore 2000 — 2003
MS, Taxation
Salisbury University - Perdue School of Business 1990 — 1993
BS, Accounting
Baltimore Gas & Electric August 2013 - Present
Baltimore Gas & Electric August 2013 - Present
McGladrey January 2000 - August 2013
rsm mcgladrey 2000 - 2005
State of Maryland Administrative Office of the Courts 1994 - 2000
Education
University of Baltimore 2000 — 2003
MS, Taxation
Salisbury University - Perdue School of Business 1990 — 1993
BS, Accounting
Barry Shook's RSM McGladrey Experience Operations DirectorWilliams LeaApril 2004 - June 2006
Job Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey Operations DirectorWilliams LeaApril 2004 - June 2006
Education
Rochester Institute of Technology
RSM McGladrey Operations DirectorWilliams LeaApril 2004 - June 2006
Education
Rochester Institute of Technology
M Eli Jones's RSM McGladrey Experience June 2002 - February 2004
Job Compensation and Global Mobility Manager
Industry Human Resources
Experience
Gerdau Mgr, Compensation, Exec Compensation, Performance Management, and Global MobilityGerdau Long Steel North AmericaSeptember 2014 - Present
Gerdau Long Steel North America August 2011 - September 2014
Gerdau Long Steel North America February 2008 - August 2011
Gerdau Long Steel North America November 2006 - September 2007
Gerdau Long Steel North America May 2004 - November 2006
RSM McGladrey June 2002 - February 2004
Skills
Mergers, Compensation, HRIS, Executive Compensation, LTI Program Management, Global Mobility, International..., Incentive Design, Project Management, Total Rewards, Deferred Compensation
Education
Rollins College 1998 — 2002
B.A., Mathematics, Magna Cum Laude
Gerdau Mgr, Compensation, Exec Compensation, Performance Management, and Global MobilityGerdau Long Steel North AmericaSeptember 2014 - Present
Gerdau Long Steel North America August 2011 - September 2014
Gerdau Long Steel North America February 2008 - August 2011
Gerdau Long Steel North America November 2006 - September 2007
Gerdau Long Steel North America May 2004 - November 2006
RSM McGladrey June 2002 - February 2004
Skills
Mergers, Compensation, HRIS, Executive Compensation, LTI Program Management, Global Mobility, International..., Incentive Design, Project Management, Total Rewards, Deferred Compensation
Education
Rollins College 1998 — 2002
B.A., Mathematics, Magna Cum Laude
Yoona Chung's RSM McGladrey Experience February 2008 - September 2014
Job Sr. Associate (ITAX) at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP September 2014 - Present
RSM McGladrey February 2008 - September 2014
Education
Queens College 2003 — 2007
CohnReznick LLP September 2014 - Present
RSM McGladrey February 2008 - September 2014
Education
Queens College 2003 — 2007
Richard Lipner's RSM McGladrey Experience August 2005 - May 2009
Job Financial Proofreader at CohnReznick
Industry Accounting
Experience
CohnReznick February 2013 - June 2015
EisnerAmper LLP April 2011 - December 2012
Grant Thornton LLP January 2011 - April 2011
Loeb & Troper May 2009 - December 2010
RSM McGladrey August 2005 - May 2009
Skills
Finance, Microsoft Office, PowerPoint, Copywriting, Outlook, Press Releases, Proofreading, Editing, Accounting, Management
Education
State University of New York at New Paltz
BA, Art Education
State University of New York at New Paltz
CohnReznick February 2013 - June 2015
EisnerAmper LLP April 2011 - December 2012
Grant Thornton LLP January 2011 - April 2011
Loeb & Troper May 2009 - December 2010
RSM McGladrey August 2005 - May 2009
Skills
Finance, Microsoft Office, PowerPoint, Copywriting, Outlook, Press Releases, Proofreading, Editing, Accounting, Management
Education
State University of New York at New Paltz
BA, Art Education
State University of New York at New Paltz
David Bergert's RSM McGladrey Experience November 2005 - January 2008
Job Chief Technology Officer at OnLine Strategies Services (an InComm Company)
Industry Information Technology and Services
Experience
On-Line Strategies Services (an InComm Company) October 2012 - Present
On-Line Strategies September 2011 - October 2012
On-Line Strategies January 2008 - September 2011
RSM McGladrey November 2005 - January 2008
Comdata March 2005 - November 2005
Tranvia March 2003 - March 2005
Nobel Electronic Transfer December 1998 - March 2003
Skills
Software Development, Software Project..., IT Management, IT Strategy, IT Operations, IT Security Assessments, Payments, ISO8583, Transaction Processing, E-commerce, Payment Gateways, IT Risk Management, PCI DSS, IT Leadership, JPOS, Payment Systems, Payment Industry, Information Security, IT Audit, Vulnerability Assessment, Network Security, Payment Card Processing, Risk Assessment, Data Security, Servers, CISSP, COBIT, CISA, Information Technology, Information Security..., Mobile Payments, E-payments, Electronic Payments, Debit Cards, Business Continuity, Security Audits, Integration, Application Security, Outsourcing, Executive Management, Penetration Testing, Computer Security, Enterprise Architecture
Education
St. Ambrose University 2013 — 2015
Certificate in Project Management
St. Ambrose University 1997 — 2004
MBA/BA, Finance and Accounting
On-Line Strategies Services (an InComm Company) October 2012 - Present
On-Line Strategies September 2011 - October 2012
On-Line Strategies January 2008 - September 2011
RSM McGladrey November 2005 - January 2008
Comdata March 2005 - November 2005
Tranvia March 2003 - March 2005
Nobel Electronic Transfer December 1998 - March 2003
Skills
Software Development, Software Project..., IT Management, IT Strategy, IT Operations, IT Security Assessments, Payments, ISO8583, Transaction Processing, E-commerce, Payment Gateways, IT Risk Management, PCI DSS, IT Leadership, JPOS, Payment Systems, Payment Industry, Information Security, IT Audit, Vulnerability Assessment, Network Security, Payment Card Processing, Risk Assessment, Data Security, Servers, CISSP, COBIT, CISA, Information Technology, Information Security..., Mobile Payments, E-payments, Electronic Payments, Debit Cards, Business Continuity, Security Audits, Integration, Application Security, Outsourcing, Executive Management, Penetration Testing, Computer Security, Enterprise Architecture
Education
St. Ambrose University 2013 — 2015
Certificate in Project Management
St. Ambrose University 1997 — 2004
MBA/BA, Finance and Accounting
Norman Ellison's RSM McGladrey Experience 2007 - Present
Job Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey 2007 - Present
CitiGroup, Inc. 2004 - 2007
PricewaterhouseCoopers 1997 - 2004
PwC 1997 - 2004
Skills
Tax, SEC filings, Corporate Tax, Tax Accounting, Auditing, Financial Services, US GAAP, Internal Controls, International Tax, SEC Filings, CPA, GAAP
Education
St. Francis College 1993 — 1997
BS, Accounting
Camperdown High School (Kingston, Jamaica)
RSM McGladrey 2007 - Present
CitiGroup, Inc. 2004 - 2007
PricewaterhouseCoopers 1997 - 2004
PwC 1997 - 2004
Skills
Tax, SEC filings, Corporate Tax, Tax Accounting, Auditing, Financial Services, US GAAP, Internal Controls, International Tax, SEC Filings, CPA, GAAP
Education
St. Francis College 1993 — 1997
BS, Accounting
Camperdown High School (Kingston, Jamaica)
Robert Lopes's RSM McGladrey Experience 2004 - 2006
Job Manager Comp Finance at Apple Computer
Industry Computer Hardware
Experience
Apple Computer 2005 - Present
RSM McGladrey 2004 - 2006
Meriwest Credit Union 1998 - 2004
Skills
Auditing, Financial Analysis, Sales Compensation, Forecasting, Financial Modeling, Strategy, Finance, Competitive Analysis, Risk Management, Strategic Financial..., Budgets, Business Analysis
Education
San Francisco State University, College of Business 2000 — 2004
Bachelor of Science (B.S.), Financial Services
Apple Computer 2005 - Present
RSM McGladrey 2004 - 2006
Meriwest Credit Union 1998 - 2004
Skills
Auditing, Financial Analysis, Sales Compensation, Forecasting, Financial Modeling, Strategy, Finance, Competitive Analysis, Risk Management, Strategic Financial..., Budgets, Business Analysis
Education
San Francisco State University, College of Business 2000 — 2004
Bachelor of Science (B.S.), Financial Services
Deanne McKenna's RSM McGladrey Experience 2005 - 2008
Job Recent Graduate from Loyola Graduate School of Business
Industry Human Resources
Experience
Loyola University Chicago May 2009 - Present
RSM McGladrey 2005 - 2008
Crowe Chizek 2003 - 2005
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
MBA
Saint Mary's College-Notre Dame, Indiana 1999 — 2003
BBA, Accounting, Marketing
Saint Francis High School 1995 — 1999
Loyola University Chicago May 2009 - Present
RSM McGladrey 2005 - 2008
Crowe Chizek 2003 - 2005
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2009
MBA
Saint Mary's College-Notre Dame, Indiana 1999 — 2003
BBA, Accounting, Marketing
Saint Francis High School 1995 — 1999
Barbara Freyermuth's RSM McGladrey Experience June 2007 - Present
Job Senior HR Director at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey June 2007 - Present
ACCO BRANDS CORPORATION 2006 - 2007
RSM McGladrey May 1996 - February 2006
Skills
Employee Relations, Deferred Compensation, Organizational..., Human Resources, Recruiting, Onboarding, Auditing, Personnel Management, Succession Planning, Training, Change Management, Strategy
Education
St. Ambrose University 1989 — 1992
MBA, Business
Western Illinois University
RSM McGladrey June 2007 - Present
ACCO BRANDS CORPORATION 2006 - 2007
RSM McGladrey May 1996 - February 2006
Skills
Employee Relations, Deferred Compensation, Organizational..., Human Resources, Recruiting, Onboarding, Auditing, Personnel Management, Succession Planning, Training, Change Management, Strategy
Education
St. Ambrose University 1989 — 1992
MBA, Business
Western Illinois University
Teriann Pikarski's RSM McGladrey Experience November 1996 - March 2008
Job Senior Consultant Medical Equipment
Industry Hospital & Health Care
Experience
Shen Milsom & Wilke January 2014 - Present
KJWW Engineering Consultants July 2010 - January 2014
RTKL Associates, Inc. April 2008 - May 2010
RTKL 2008 - 2010
RSM McGladrey November 1996 - March 2008
Tribrook Healthcare Consultants 1997 - 2008
University of Chicago Hospitals February 1993 - November 1996
Skills
Hospitals, Healthcare, Healthcare Management, Strategic Planning, Budgets, Process Improvement, Project Management, Project Planning, Microsoft Office, Microsoft Excel, Contract Management, Team Building, Medical Devices, Leadership, Microsoft Word, Process Scheduler, PowerPoint, Contract Negotiation, Consulting, Customer Service, Facilities Management, Healthcare Consulting, Healthcare Information..., Management, New Business Development, Procurement, Business Development, Healthcare Industry, Management Consulting
Education
Loyola University of Chicago - Graduate School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Business Management
Shen Milsom & Wilke January 2014 - Present
KJWW Engineering Consultants July 2010 - January 2014
RTKL Associates, Inc. April 2008 - May 2010
RTKL 2008 - 2010
RSM McGladrey November 1996 - March 2008
Tribrook Healthcare Consultants 1997 - 2008
University of Chicago Hospitals February 1993 - November 1996
Skills
Hospitals, Healthcare, Healthcare Management, Strategic Planning, Budgets, Process Improvement, Project Management, Project Planning, Microsoft Office, Microsoft Excel, Contract Management, Team Building, Medical Devices, Leadership, Microsoft Word, Process Scheduler, PowerPoint, Contract Negotiation, Consulting, Customer Service, Facilities Management, Healthcare Consulting, Healthcare Information..., Management, New Business Development, Procurement, Business Development, Healthcare Industry, Management Consulting
Education
Loyola University of Chicago - Graduate School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Business Management
David Olsher's RSM McGladrey Experience 2008 - 2015
Job IT Consultant/Deltek Costpoint Technical Consultant
Industry Computer Software
Experience
McGladrey 2011 - 2015
RSM McGladrey 2008 - 2015
Northrop Grumman Laser Systems March 2006 - February 2010
Education
Rensselaer Polytechnic Institute 1983 — 1984
Master of Science (MS), Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
Bachelor's degree, Mathematics and Physics
P.S. 132
McGladrey 2011 - 2015
RSM McGladrey 2008 - 2015
Northrop Grumman Laser Systems March 2006 - February 2010
Education
Rensselaer Polytechnic Institute 1983 — 1984
Master of Science (MS), Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
Bachelor's degree, Mathematics and Physics
P.S. 132
Gloria Anderson's RSM McGladrey Experience 2000 - 2002
Job Accounting Consultant at ImpediMed
Industry Medical Devices
Experience
ImpediMed 2010 - Present
Globaltel Media, Inc. 2007 - 2008
Interior Specialist Inc. 2005 - 2008
Interior Specialists, Inc. 2004 - 2007
Jefferson Wells 2004 - 2004
inCode Wireless 2004 - 2004
RSM McGladrey 2000 - 2002
McGladrey & Pullen 1991 - 2002
RSM McGladrey 1991 - 2000
George Wimpey, Inc. 1987 - 1990
Education
Carlsbad High School
San Diego State University-California State University
ImpediMed 2010 - Present
Globaltel Media, Inc. 2007 - 2008
Interior Specialist Inc. 2005 - 2008
Interior Specialists, Inc. 2004 - 2007
Jefferson Wells 2004 - 2004
inCode Wireless 2004 - 2004
RSM McGladrey 2000 - 2002
McGladrey & Pullen 1991 - 2002
RSM McGladrey 1991 - 2000
George Wimpey, Inc. 1987 - 1990
Education
Carlsbad High School
San Diego State University-California State University
Warner Coffman, SPHR, SHRM-SCP's RSM McGladrey Experience 1999 - 2004
Job Director of Human Resources at Snyder & Associates
Industry Civil Engineering
Experience
Snyder & Associates March 2008 - Present
De Lage Landen Financial Services, Inc. 2004 - 2008
Self Employed March 2004 - January 2005
RSM McGladrey 1999 - 2004
MidAmerican Energy 1998 - 1999
Principal Financial Group January 1991 - September 1998
Edward Jones 1987 - 1991
Robert Half of St. Louis 1983 - 1987
Skills
Performance Management, Human Resources, Benefits Administration, Coaching, Temporary Placement, Management, SPHR, HRIS, Succession Planning, Employee Benefits, Talent Acquisition, Talent Management, FMLA, HR Consulting, Employment Law, Executive Search, Technical Recruiting, Strategy, Leadership, Personnel Management, HR Policies, Internet Recruiting, Executive Coaching, Organizational..., New Hire Orientations, Employer Branding, Interviews, Temporary Staffing, Leadership Development, Workforce Planning, Sourcing, Staffing Services, Hiring, Labor Relations, Benefits Negotiation, Performance Appraisal, Project Planning, Management Consulting, College Recruiting, Conflict Resolution, Legal Compliance, Applicant Tracking..., Resume Writing, Organizational Design, Career Development, Contract Recruitment, Benefits Design, Workers Compensation, Employee Relations, Recruiting
Education
Southern Illinois University, Edwardsville 1977 — 1982
BS, Business
EAWRCHS
Snyder & Associates March 2008 - Present
De Lage Landen Financial Services, Inc. 2004 - 2008
Self Employed March 2004 - January 2005
RSM McGladrey 1999 - 2004
MidAmerican Energy 1998 - 1999
Principal Financial Group January 1991 - September 1998
Edward Jones 1987 - 1991
Robert Half of St. Louis 1983 - 1987
Skills
Performance Management, Human Resources, Benefits Administration, Coaching, Temporary Placement, Management, SPHR, HRIS, Succession Planning, Employee Benefits, Talent Acquisition, Talent Management, FMLA, HR Consulting, Employment Law, Executive Search, Technical Recruiting, Strategy, Leadership, Personnel Management, HR Policies, Internet Recruiting, Executive Coaching, Organizational..., New Hire Orientations, Employer Branding, Interviews, Temporary Staffing, Leadership Development, Workforce Planning, Sourcing, Staffing Services, Hiring, Labor Relations, Benefits Negotiation, Performance Appraisal, Project Planning, Management Consulting, College Recruiting, Conflict Resolution, Legal Compliance, Applicant Tracking..., Resume Writing, Organizational Design, Career Development, Contract Recruitment, Benefits Design, Workers Compensation, Employee Relations, Recruiting
Education
Southern Illinois University, Edwardsville 1977 — 1982
BS, Business
EAWRCHS
Jonathan Spice's RSM McGladrey Experience December 2004 - December 2007
Job Controller Golden Arc Capital
Industry Venture Capital & Private Equity
Experience
Golden Arc Capital June 2014 - Present
Citibank January 2008 - June 2014
RSM McGladrey December 2004 - December 2007
Coughlin Foundotos Cullen & Danowski, LLP May 1995 - December 2004
Skills
Private Equity, Financial Analysis, Accounting, Financial Modeling, Cash Management, Corporate Finance, Waterfalls, Financial Audits, Alternative Investments, Venture Capital, Financial Reporting, Portfolio Management, Fund Administration, IRR, US GAAP reporting, Capital Calls, Capital Distibutions, Offshore Funds, Tax, Strategic Planning, Financial Services
Education
State University of New York College at Oswego 1990 — 1994
Bachelor of Science (BS), Accounting
Golden Arc Capital June 2014 - Present
Citibank January 2008 - June 2014
RSM McGladrey December 2004 - December 2007
Coughlin Foundotos Cullen & Danowski, LLP May 1995 - December 2004
Skills
Private Equity, Financial Analysis, Accounting, Financial Modeling, Cash Management, Corporate Finance, Waterfalls, Financial Audits, Alternative Investments, Venture Capital, Financial Reporting, Portfolio Management, Fund Administration, IRR, US GAAP reporting, Capital Calls, Capital Distibutions, Offshore Funds, Tax, Strategic Planning, Financial Services
Education
State University of New York College at Oswego 1990 — 1994
Bachelor of Science (BS), Accounting
Mitchell Donk's RSM McGladrey Experience July 2006 - Present
Job Tax Manager at RSM McGladrey
Industry Real Estate
Experience
RSM McGladrey July 2006 - Present
McGladrey 2006 - Present
Shanholt Glassman Hoffman Klein & Co. 1997 - 1999
Skills
Tax Research, FIN 48, Tax, Tax Accounting, Partnership Taxation, Tax Preparation, CPA, Income Tax, International Tax, GAAP, Corporate Tax, Tax Returns, Accounting, Financial Reporting
Education
Quinnipiac University - School of Business 1973 — 1977
B.S., Accounting
RSM McGladrey July 2006 - Present
McGladrey 2006 - Present
Shanholt Glassman Hoffman Klein & Co. 1997 - 1999
Skills
Tax Research, FIN 48, Tax, Tax Accounting, Partnership Taxation, Tax Preparation, CPA, Income Tax, International Tax, GAAP, Corporate Tax, Tax Returns, Accounting, Financial Reporting
Education
Quinnipiac University - School of Business 1973 — 1977
B.S., Accounting
Colleen Westerlund, CRM, ERMm's RSM McGladrey Experience August 2003 - February 2008
Job Program Manager, Records & Information Management at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines April 2015 - Present
Delta Air Lines October 2008 - Present
Northwest Airlines February 2008 - October 2008
RSM McGladrey August 2003 - February 2008
Skills
Records Management, Process Improvement, Document Management, Program Management, Software Documentation, Training, Knowledge Management, Information Management, SharePoint, Enterprise Content..., Governance
Education
St. Catherine University 1999 — 2002
BS, Information Management
Delta Air Lines April 2015 - Present
Delta Air Lines October 2008 - Present
Northwest Airlines February 2008 - October 2008
RSM McGladrey August 2003 - February 2008
Skills
Records Management, Process Improvement, Document Management, Program Management, Software Documentation, Training, Knowledge Management, Information Management, SharePoint, Enterprise Content..., Governance
Education
St. Catherine University 1999 — 2002
BS, Information Management
Aaron Wedeking's RSM McGladrey Experience January 1999 - April 2003
Job CPA & Business Broker
Industry Financial Services
Experience
Nottingham & Associates 2009 - Present
Chase Group Company January 2008 - Present
Premier Racing Prodcuts November 2001 - December 2007
RSM McGladrey January 1999 - April 2003
Education
San Diego State University-California State University 1997 — 1999
BS, Accounting
Nottingham & Associates 2009 - Present
Chase Group Company January 2008 - Present
Premier Racing Prodcuts November 2001 - December 2007
RSM McGladrey January 1999 - April 2003
Education
San Diego State University-California State University 1997 — 1999
BS, Accounting
Kirk Drukenbrod's RSM McGladrey Experience September 2009 - May 2010
Job Account Manager at Staples Copy & Print
Industry Printing
Experience
Staples Copy & Print August 2010 - Present
RSM McGladrey September 2009 - May 2010
ITC Learning September 2002 - June 2009
Syscom Services 1997 - 2001
Skills
Lead Generation, Salesforce.com, Account Management, Event Management, Sales, Business Development, Social Networking, Sales Management, Sales Process, Cold Calling, Team Building, Direct Sales, Contract Negotiation, New Business Development, Solution Selling, Team Leadership, Online Advertising, CRM, B2B, Selling, Online Marketing, Strategic Partnerships, Strategy
Education
Temple University
BS, Marketing
Staples Copy & Print August 2010 - Present
RSM McGladrey September 2009 - May 2010
ITC Learning September 2002 - June 2009
Syscom Services 1997 - 2001
Skills
Lead Generation, Salesforce.com, Account Management, Event Management, Sales, Business Development, Social Networking, Sales Management, Sales Process, Cold Calling, Team Building, Direct Sales, Contract Negotiation, New Business Development, Solution Selling, Team Leadership, Online Advertising, CRM, B2B, Selling, Online Marketing, Strategic Partnerships, Strategy
Education
Temple University
BS, Marketing
Cheryl Hampton's RSM McGladrey Experience November 2003 - July 2006
Job Assistant Controller IllinoisSt. Louis Division at PulteGroup
Industry Accounting
Experience
PulteGroup May 2011 - Present
Pulte Group, Inc. November 2009 - May 2011
Pulte Homes March 2009 - November 2009
Pulte Homes September 2007 - March 2009
Blyth Inc. August 2006 - September 2007
RSM McGladrey November 2003 - July 2006
Skills
General Ledger, Accounting, Financial Analysis, Internal Controls
Education
Saint Louis University 1998 — 2003
Bachelors & Masters, Accounting
PulteGroup May 2011 - Present
Pulte Group, Inc. November 2009 - May 2011
Pulte Homes March 2009 - November 2009
Pulte Homes September 2007 - March 2009
Blyth Inc. August 2006 - September 2007
RSM McGladrey November 2003 - July 2006
Skills
General Ledger, Accounting, Financial Analysis, Internal Controls
Education
Saint Louis University 1998 — 2003
Bachelors & Masters, Accounting
Jeanne Hammer's RSM McGladrey Experience March 1999 - February 2001
Job Indexer at AmCad
Industry Executive Office
Experience
AmCad November 2011 - September 2014
City of Davenport 2001 - 2002
RSM McGladrey March 1999 - February 2001
Skills
Administrative Support, Administration, Customer Service, Microsoft Office, Excel, Networking, Microsoft Excel, Administrative..., Windows, Access, Hardware, Management, Software Documentation
Education
Scott Community College 1995 — 1997
Santa Clara University 1987 — 1991
B.S., Commerce Management
AmCad November 2011 - September 2014
City of Davenport 2001 - 2002
RSM McGladrey March 1999 - February 2001
Skills
Administrative Support, Administration, Customer Service, Microsoft Office, Excel, Networking, Microsoft Excel, Administrative..., Windows, Access, Hardware, Management, Software Documentation
Education
Scott Community College 1995 — 1997
Santa Clara University 1987 — 1991
B.S., Commerce Management
Olga Ivanova, CPA's RSM McGladrey Experience January 2008 - December 2010
Job Financial Associate Private Equity Accounting at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group December 2010 - Present
McGladrey & Pullen September 2008 - August 2012
RSM McGladrey January 2008 - December 2010
McGladrey January 2008 - August 2008
Skills
Accounting, Financial Accounting, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, Financial Analysis, CPA, Financial Statements, Private Equity, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Bachelor of Science, Accounting
The Blackstone Group December 2010 - Present
McGladrey & Pullen September 2008 - August 2012
RSM McGladrey January 2008 - December 2010
McGladrey January 2008 - August 2008
Skills
Accounting, Financial Accounting, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, Financial Analysis, CPA, Financial Statements, Private Equity, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Bachelor of Science, Accounting
Antoniella Galante Tavella's RSM McGladrey Experience January 2000 - November 2003
Job Implementation Manager, ONESOURCE Professional Services at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters June 2006 - Present
J.H. Cohn LLP November 2003 - June 2006
RSM McGladrey January 2000 - November 2003
Ernst & Young January 1995 - January 2000
Skills
Taxologist, Tax Accounting, Corporate Tax, Professional Services, Project Management, Software Implementation..., Process Improvement, Organization Skills, Developing Best..., Leadership, Team Leadership, Team Building, Strategic Planning, Microsoft Excel, Microsoft Office, Cross-team Collaboration, Budgets, Nutrition, Customer Service, Microsoft Word, Coaching
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
B.S., Accounting
Thomson Reuters June 2006 - Present
J.H. Cohn LLP November 2003 - June 2006
RSM McGladrey January 2000 - November 2003
Ernst & Young January 1995 - January 2000
Skills
Taxologist, Tax Accounting, Corporate Tax, Professional Services, Project Management, Software Implementation..., Process Improvement, Organization Skills, Developing Best..., Leadership, Team Leadership, Team Building, Strategic Planning, Microsoft Excel, Microsoft Office, Cross-team Collaboration, Budgets, Nutrition, Customer Service, Microsoft Word, Coaching
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
B.S., Accounting
Ed Paulsen's RSM McGladrey Experience February 2006 - July 2007
Job Sr. Employee Benefits Consultant at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services July 2007 - Present
RSM McGladrey February 2006 - July 2007
Aon Consulting Worldwide August 1996 - February 2006
Aon Consulting 1996 - 2006
ADP Benefit Services/WTR Consulting Group 1994 - August 1996
Williams, Thacher & Rand October 1989 - 1994
EQUICOR, The Equitable/HCA Corporation 1986 - 1989
Skills
Employee Benefits, Insurance, Disability Insurance, Underwriting, Health Insurance, Healthcare, Benefits Administration, Long-term Care, Strategic Planning, Employee Wellness..., Mergers & Acquisitions, Health Savings Accounts, Health Care Reform, Life Insurance, Property & Casualty..., Workers Compensation, Brokers
Education
State University of New York at Stony Brook 1981 — 1986
BS, Applied Math & Statistics
PSA Insurance & Financial Services July 2007 - Present
RSM McGladrey February 2006 - July 2007
Aon Consulting Worldwide August 1996 - February 2006
Aon Consulting 1996 - 2006
ADP Benefit Services/WTR Consulting Group 1994 - August 1996
Williams, Thacher & Rand October 1989 - 1994
EQUICOR, The Equitable/HCA Corporation 1986 - 1989
Skills
Employee Benefits, Insurance, Disability Insurance, Underwriting, Health Insurance, Healthcare, Benefits Administration, Long-term Care, Strategic Planning, Employee Wellness..., Mergers & Acquisitions, Health Savings Accounts, Health Care Reform, Life Insurance, Property & Casualty..., Workers Compensation, Brokers
Education
State University of New York at Stony Brook 1981 — 1986
BS, Applied Math & Statistics
Anne Meyerson Mandeville's RSM McGladrey Experience January 2006 - November 2006
Job Director of Corporate Partnerships at American Association of State Colleges and Universities
Industry Nonprofit Organization Management
Experience
American Association of State Colleges and Universities September 2013 - Present
National Association of Insurance and Financial Advisors May 2010 - August 2013
The Partnership for Public Service January 2010 - May 2010
National Association of Insurance and Financial Advisors December 2006 - December 2009
RSM McGladrey January 2006 - November 2006
Federal Bar Association July 2003 - January 2006
Deloitte Consulting September 2001 - July 2003
Federal Bar Association May 1998 - June 2000
Marriott Wardman Park Hotel June 1997 - May 1998
Education
Syracuse University - Maxwell School
MPA, Non-Profit Management
University of Michigan
BA, Political Science and French
American Association of State Colleges and Universities September 2013 - Present
National Association of Insurance and Financial Advisors May 2010 - August 2013
The Partnership for Public Service January 2010 - May 2010
National Association of Insurance and Financial Advisors December 2006 - December 2009
RSM McGladrey January 2006 - November 2006
Federal Bar Association July 2003 - January 2006
Deloitte Consulting September 2001 - July 2003
Federal Bar Association May 1998 - June 2000
Marriott Wardman Park Hotel June 1997 - May 1998
Education
Syracuse University - Maxwell School
MPA, Non-Profit Management
University of Michigan
BA, Political Science and French
Carl Spaeth's RSM McGladrey Experience January 2006 - August 2006
Job Area Sales Manager at Beretta USA
Industry Sporting Goods
Experience
Beretta USA September 2010 - Present
Magnum Research, Inc. June 2009 - September 2010
Hertz Rent a Car June 2008 - March 2009
Focus Market Research January 2008 - January 2008
RSM McGladrey January 2006 - August 2006
Supreme Valet September 2001 - May 2003
Skills
Sales Operations, Marketing, Sales
Education
University of St. Thomas - Opus College of Business 2004 — 2008
B.A., Marketing Management
San Diego State University-California State University 2001 — 2003
General Study
Beretta USA September 2010 - Present
Magnum Research, Inc. June 2009 - September 2010
Hertz Rent a Car June 2008 - March 2009
Focus Market Research January 2008 - January 2008
RSM McGladrey January 2006 - August 2006
Supreme Valet September 2001 - May 2003
Skills
Sales Operations, Marketing, Sales
Education
University of St. Thomas - Opus College of Business 2004 — 2008
B.A., Marketing Management
San Diego State University-California State University 2001 — 2003
General Study
Jill McNamara's RSM McGladrey Experience January 2004 - September 2004
Job Assistant Comptroller at St. Ambrose University
Industry Accounting
Experience
St. Ambrose University January 2015 - Present
Country Stone November 2012 - December 2014
Tri-City Electric Co. February 2007 - March 2012
RSM McGladrey January 2004 - September 2004
Skills
Team Building, Strategic Planning, Bookkeeping, Marketing Communications, GAAP, Public Speaking, Financial Planners, Negotiation, Forecasting, Invoicing, Spreadsheets, Construction, Cash Flow Forecasting
Education
St. Ambrose University 2001 — 2003
MBA, Master's in Business Administration
St. Ambrose University 1989 — 1992
BA, Bachelor's in Business & Accounting
DeWitt Central High School 1984 — 1988
Diploma, General Studies
St. Ambrose University January 2015 - Present
Country Stone November 2012 - December 2014
Tri-City Electric Co. February 2007 - March 2012
RSM McGladrey January 2004 - September 2004
Skills
Team Building, Strategic Planning, Bookkeeping, Marketing Communications, GAAP, Public Speaking, Financial Planners, Negotiation, Forecasting, Invoicing, Spreadsheets, Construction, Cash Flow Forecasting
Education
St. Ambrose University 2001 — 2003
MBA, Master's in Business Administration
St. Ambrose University 1989 — 1992
BA, Bachelor's in Business & Accounting
DeWitt Central High School 1984 — 1988
Diploma, General Studies
Charlotte Schu's RSM McGladrey Experience August 1994 - April 2002
Job Administrator
Industry Commercial Real Estate
Experience
University of Minnesota Foundation Investment Advisors December 2009 - Present
Capital Real Estate, Inc. April 2002 - December 2009
RSM McGladrey August 1994 - April 2002
Skills
Vendor Management, Budgets, Leadership, Analysis, Financial Analysis, Project Management, Procurement, Accounting, Management, Social Media, Strategic Planning
Education
St. Catherine University 2005 — 2009
BS
University of Minnesota Foundation Investment Advisors December 2009 - Present
Capital Real Estate, Inc. April 2002 - December 2009
RSM McGladrey August 1994 - April 2002
Skills
Vendor Management, Budgets, Leadership, Analysis, Financial Analysis, Project Management, Procurement, Accounting, Management, Social Media, Strategic Planning
Education
St. Catherine University 2005 — 2009
BS
Laura O'Dea, CLU's RSM McGladrey Experience March 2005 - May 2008
Job Sales Manager at Jurs Montgomery Brokerage, LLC
Industry Financial Services
Experience
Jurs Montgomery Brokerage, LLC July 2013 - Present
Lifestyle Transitions, Inc. dba Assisted Living Locators June 2014 - Present
Carolina Advisory Group September 2013 - July 2014
Zurich Insurance April 2010 - August 2013
American General Life Companies July 2008 - March 2010
RSM McGladrey March 2005 - May 2008
Pacific Life October 1998 - August 2004
Skills
Life Insurance, Wealth Management, Estate Planning, Financial Planners, Term Life Insurance, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Services, Disability Insurance, Long-term Care, Wealth, Underwriting, 401k, Health Insurance, Employee Benefits, Strategy, Marketing, Strategic Planning, Investments, Pensions, Financial Planning, Team Building, Series 6, Strategic Financial..., Mutual Funds, Risk Management, Long Term Care Insurance, Variable Annuities, Critical Illness, Reinsurance, Business Planning, Series 7, Whole Life, Universal Life, Relationship Management, IRAs, Series 24, Series 63, Insurance
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, Financial Planning and Services
The American College 1997 — 2000
Chartered Life Underwriter Fellow, Insurance
Jurs Montgomery Brokerage, LLC July 2013 - Present
Lifestyle Transitions, Inc. dba Assisted Living Locators June 2014 - Present
Carolina Advisory Group September 2013 - July 2014
Zurich Insurance April 2010 - August 2013
American General Life Companies July 2008 - March 2010
RSM McGladrey March 2005 - May 2008
Pacific Life October 1998 - August 2004
Skills
Life Insurance, Wealth Management, Estate Planning, Financial Planners, Term Life Insurance, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Services, Disability Insurance, Long-term Care, Wealth, Underwriting, 401k, Health Insurance, Employee Benefits, Strategy, Marketing, Strategic Planning, Investments, Pensions, Financial Planning, Team Building, Series 6, Strategic Financial..., Mutual Funds, Risk Management, Long Term Care Insurance, Variable Annuities, Critical Illness, Reinsurance, Business Planning, Series 7, Whole Life, Universal Life, Relationship Management, IRAs, Series 24, Series 63, Insurance
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, Financial Planning and Services
The American College 1997 — 2000
Chartered Life Underwriter Fellow, Insurance
Anuja Desai's RSM McGladrey Experience January 2007 - April 2007
Job Financial Analyst at McCain Foods
Industry Food & Beverages
Experience
McCain Foods August 2013 - Present
OfficeMax October 2012 - August 2013
Learning Care Group September 2010 - October 2012
True Partners Consulting August 2008 - August 2010
RSM McGladrey January 2007 - April 2007
Education
Roosevelt University 2010 — 2011
Masters, Elementary Education
University of Illinois at Chicago 2004 — 2008
Bachelors, Accounting
McCain Foods August 2013 - Present
OfficeMax October 2012 - August 2013
Learning Care Group September 2010 - October 2012
True Partners Consulting August 2008 - August 2010
RSM McGladrey January 2007 - April 2007
Education
Roosevelt University 2010 — 2011
Masters, Elementary Education
University of Illinois at Chicago 2004 — 2008
Bachelors, Accounting
Linda Rosso's RSM McGladrey Experience 2003 - 2007
Job Consultant at CliftonLarsonAllen Search, LLC
Industry Hospital & Health Care
Experience
CliftonLarsonAllen Search, LLC December 2007 - Present
LarsonAllen Search, LLC 2007 - Present
RSM McGladrey 2003 - 2007
Skills
Accounting, Healthcare, Management Consulting, Budgets, Non-profits, Management, Team Building, Financial Modeling, Change Management, Analysis, Business Strategy, Employee Relations, Training, Strategy, Start-ups, Healthcare Management, Healthcare Information..., Business Development, Executive Search
Education
St. Catherine University
CliftonLarsonAllen Search, LLC December 2007 - Present
LarsonAllen Search, LLC 2007 - Present
RSM McGladrey 2003 - 2007
Skills
Accounting, Healthcare, Management Consulting, Budgets, Non-profits, Management, Team Building, Financial Modeling, Change Management, Analysis, Business Strategy, Employee Relations, Training, Strategy, Start-ups, Healthcare Management, Healthcare Information..., Business Development, Executive Search
Education
St. Catherine University
Derek Barnhart's RSM McGladrey Experience June 2006 - September 2006
Job Startup Mode @ DataSnap.io
Industry Computer Software
Experience
Datasnap.io July 2014 - Present
Endgame January 2014 - July 2014
Millennial Media September 2012 - January 2014
Kodely January 2012 - August 2013
Ann's House of Nuts, Inc. July 2009 - July 2011
KPMG January 2008 - October 2009
Brunswick Boat Group 2008 - 2008
RSM McGladrey June 2006 - September 2006
Skills
Android, PHP, Web Services, Financial Modeling, Manufacturing, JavaScript, Grails, CouchDB, MongoDB, Node.js, Bash, Android Development, Arduino, Web Technologies, Forecasting, Management, Process Improvement, QuickBooks, Microsoft Excel, Financial Reporting, Django, CoffeeScript, Agile Methodologies, MySQL
Education
Salisbury University - Perdue School of Business 2004 — 2007
BS, Accounting
Datasnap.io July 2014 - Present
Endgame January 2014 - July 2014
Millennial Media September 2012 - January 2014
Kodely January 2012 - August 2013
Ann's House of Nuts, Inc. July 2009 - July 2011
KPMG January 2008 - October 2009
Brunswick Boat Group 2008 - 2008
RSM McGladrey June 2006 - September 2006
Skills
Android, PHP, Web Services, Financial Modeling, Manufacturing, JavaScript, Grails, CouchDB, MongoDB, Node.js, Bash, Android Development, Arduino, Web Technologies, Forecasting, Management, Process Improvement, QuickBooks, Microsoft Excel, Financial Reporting, Django, CoffeeScript, Agile Methodologies, MySQL
Education
Salisbury University - Perdue School of Business 2004 — 2007
BS, Accounting
Chris Baltimore's RSM McGladrey Experience March 2002 - October 2004
Job Director at McGladrey LLP
Industry Accounting
Experience
McGladrey September 2006 - Present
Cost Containment Strategies October 2004 - September 2006
RSM McGladrey March 2002 - October 2004
Deloitte & Touche November 1997 - March 2002
Ernst & Young 1993 - 1996
Skills
CPA, Accounting, Financial Reporting, Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Preparation
Education
Simpson College 1988 — 1992
BA, Accounting
Oskaloosa Senior High
Oskaloosa Senior High
McGladrey September 2006 - Present
Cost Containment Strategies October 2004 - September 2006
RSM McGladrey March 2002 - October 2004
Deloitte & Touche November 1997 - March 2002
Ernst & Young 1993 - 1996
Skills
CPA, Accounting, Financial Reporting, Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Preparation
Education
Simpson College 1988 — 1992
BA, Accounting
Oskaloosa Senior High
Oskaloosa Senior High
Alex Muratov's RSM McGladrey Experience 2006 - 2007
Job Managing Director, The Muratov Financial Group
Industry Financial Services
Experience
The Muratov Financial Group 2004 - Present
RSM McGladrey 2006 - 2007
Skills
Tax, Income Tax, Tax Advisory, Estate Planning, Customer Service, Corporate Tax, Accounting, QuickBooks, Small Business, Financial Analysis, Financial Reporting, Financial Accounting, Analysis, State Tax, Tax Preparation, Tax Accounting, Tax Research, International Tax, Financial Statements, Retirement, Tax Returns
Education
Queens College
BA, Accounting and Taxation
The Muratov Financial Group 2004 - Present
RSM McGladrey 2006 - 2007
Skills
Tax, Income Tax, Tax Advisory, Estate Planning, Customer Service, Corporate Tax, Accounting, QuickBooks, Small Business, Financial Analysis, Financial Reporting, Financial Accounting, Analysis, State Tax, Tax Preparation, Tax Accounting, Tax Research, International Tax, Financial Statements, Retirement, Tax Returns
Education
Queens College
BA, Accounting and Taxation
Vivian Scholl's RSM McGladrey Experience 2004 - 2005
Job Retirement Services Professional with experience in marketing writing.
Industry Financial Services
Experience
Empower Retirement (formerly Great-West Financial) 2013 - Present
Great-West Financial 2009 - 2013
San Francisco State University 2007 - 2008
Morris Communications 2006 - 2007
RSM McGladrey 2004 - 2005
Insurance Marketing and Management Services 2000 - 2001
Skills
Newsletters, Communications..., Editing, Publications, Writing, Press Releases, Grants, Copywriting, Proofreading, Marketing Communications, Fundraising, Technical Writing, Grant Writing, Strategic Communications, Corporate Communications, Content Development, Proposal Writing, Marketing, Media Relations, Marketing Copy, Copy Editing, Blogging, Nonprofits, Speech Writing, Content Management, Public Relations
Education
San Francisco State University
B.A., Magna cum Laude
UCLA Extension
Empower Retirement (formerly Great-West Financial) 2013 - Present
Great-West Financial 2009 - 2013
San Francisco State University 2007 - 2008
Morris Communications 2006 - 2007
RSM McGladrey 2004 - 2005
Insurance Marketing and Management Services 2000 - 2001
Skills
Newsletters, Communications..., Editing, Publications, Writing, Press Releases, Grants, Copywriting, Proofreading, Marketing Communications, Fundraising, Technical Writing, Grant Writing, Strategic Communications, Corporate Communications, Content Development, Proposal Writing, Marketing, Media Relations, Marketing Copy, Copy Editing, Blogging, Nonprofits, Speech Writing, Content Management, Public Relations
Education
San Francisco State University
B.A., Magna cum Laude
UCLA Extension
Brooke (Gebauer) Walczak's RSM McGladrey Experience 2002 - 2004
Job HR Compliance Specialist at Integrys Energy Group
Industry Transportation/Trucking/Railroad
Experience
Integrys Energy Group October 2014 - Present
Integrys Energy Group May 2013 - October 2014
Schneider National April 2006 - April 2013
QBE Regional Insurance 2004 - 2006
RSM McGladrey 2002 - 2004
Skills
Succession Planning, PeopleSoft, Employee Relations, HRIS, Performance Management, Deferred Compensation, Onboarding, Program Management, Labor Relations, Employee Benefits, Talent Management, Human Resources, Benefits Administration, Workforce Planning
Education
UW-Oshkosh 2009 — 2014
Master of Business Administration (MBA)
St. Norbert College 1998 — 2002
BBA, International Business & Spanish
Integrys Energy Group October 2014 - Present
Integrys Energy Group May 2013 - October 2014
Schneider National April 2006 - April 2013
QBE Regional Insurance 2004 - 2006
RSM McGladrey 2002 - 2004
Skills
Succession Planning, PeopleSoft, Employee Relations, HRIS, Performance Management, Deferred Compensation, Onboarding, Program Management, Labor Relations, Employee Benefits, Talent Management, Human Resources, Benefits Administration, Workforce Planning
Education
UW-Oshkosh 2009 — 2014
Master of Business Administration (MBA)
St. Norbert College 1998 — 2002
BBA, International Business & Spanish
Brian Peterson's RSM McGladrey Experience April 2004 - July 2005
Job Senior Sales Executive Manufacturing at IQMS
Industry Computer Software
Experience
IQMS January 2015 - Present
IQMS 2015 - 2015
IQMS 2015 - 2015
Infor August 2013 - December 2014
AFS Technologies Inc. August 2009 - August 2013
Silvon Software July 2005 - July 2009
RSM McGladrey April 2004 - July 2005
Firepond, Inc. March 2002 - February 2004
ePartners, Inc May 2001 - March 2002
Broadbase-Kana February 2000 - May 2001
Skills
Enterprise Software, CRM, Solution Selling, Business Intelligence, Strategy, Sales Operations, Business Development, Selling, ERP, Management, Sales Management, New Business Development, Sales, Analytics, Forecasting, Marketing, Software Industry, Retail, Supply Chain Management, Data Warehousing
Education
Southern Illinois University, Carbondale 1977 — 1982
BS, Accounting & Management
Downers Grove North
IQMS January 2015 - Present
IQMS 2015 - 2015
IQMS 2015 - 2015
Infor August 2013 - December 2014
AFS Technologies Inc. August 2009 - August 2013
Silvon Software July 2005 - July 2009
RSM McGladrey April 2004 - July 2005
Firepond, Inc. March 2002 - February 2004
ePartners, Inc May 2001 - March 2002
Broadbase-Kana February 2000 - May 2001
Skills
Enterprise Software, CRM, Solution Selling, Business Intelligence, Strategy, Sales Operations, Business Development, Selling, ERP, Management, Sales Management, New Business Development, Sales, Analytics, Forecasting, Marketing, Software Industry, Retail, Supply Chain Management, Data Warehousing
Education
Southern Illinois University, Carbondale 1977 — 1982
BS, Accounting & Management
Downers Grove North
Patricia Baldowski's RSM McGladrey Experience October 2007 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey October 2007 - Present
RSM McGladrey October 2007 - Present
Goldstein Golub Kessler November 1997 - October 2007
Goldstein Golub Kessler September 1987 - October 1997
Skills
SEC filings, Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, CPA, US GAAP, Revenue Recognition, Forensic Accounting, Tax Research, Tax Accounting, Financial Analysis, SEC Filings, Due Diligence
Education
Rutgers University-New Brunswick 1984 — 1987
BS, Accounting
McGladrey October 2007 - Present
RSM McGladrey October 2007 - Present
Goldstein Golub Kessler November 1997 - October 2007
Goldstein Golub Kessler September 1987 - October 1997
Skills
SEC filings, Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, CPA, US GAAP, Revenue Recognition, Forensic Accounting, Tax Research, Tax Accounting, Financial Analysis, SEC Filings, Due Diligence
Education
Rutgers University-New Brunswick 1984 — 1987
BS, Accounting
Chuck Halko's RSM McGladrey Experience 2000 - 2005
Job at Selene Finance LP
Industry Financial Services
Experience
Selene Finance LP February 2010 - Present
Capmark Finance Inc March 2004 - February 2010
RSM McGladrey 2000 - 2005
McGladrey & Pullen 1995 - 2005
Rudolph Palitz 1995 - 2000
Bank and Trust Company of Old York Road 1990 - 1995
Skills
Financial Modeling, Accounting, Finance, Internal Audit, Risk Management, Financial Reporting, Financial Analysis, Due Diligence, Valuation, Loans, SEC filings, Business Analysis, Auditing, Asset Management, GAAP, Process Improvement, Portfolio Management, Internal Controls
Education
Temple University 1985 — 1990
Temple University - Fox School of Business and Management 1985 — 1990
BS, Finance, Real Estate
Selene Finance LP February 2010 - Present
Capmark Finance Inc March 2004 - February 2010
RSM McGladrey 2000 - 2005
McGladrey & Pullen 1995 - 2005
Rudolph Palitz 1995 - 2000
Bank and Trust Company of Old York Road 1990 - 1995
Skills
Financial Modeling, Accounting, Finance, Internal Audit, Risk Management, Financial Reporting, Financial Analysis, Due Diligence, Valuation, Loans, SEC filings, Business Analysis, Auditing, Asset Management, GAAP, Process Improvement, Portfolio Management, Internal Controls
Education
Temple University 1985 — 1990
Temple University - Fox School of Business and Management 1985 — 1990
BS, Finance, Real Estate
Scarlett Lu's RSM McGladrey Experience June 2009 - September 2009
Job Senior Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
Yoona Chung's RSM McGladrey Experience February 2008 - Present
Job Tax Accountant at RSM McGladrey
Industry Accounting
Experience
RSM McGladrey February 2008 - Present
Education
Queens College 2003 — 2007
BA, Accounting, Economics
RSM McGladrey February 2008 - Present
Education
Queens College 2003 — 2007
BA, Accounting, Economics
Kristina Borsch's RSM McGladrey Experience January 1996 - May 1998
Job Senior Accounting Manager at Augsburg Fortress Publishers
Industry Real Estate
Experience
Augsburg Fortress Publishers April 2015 - Present
Dominium Management Services September 2012 - April 2015
Riggs & Associates May 2012 - August 2012
Manhattan Toy May 2006 - April 2012
Riggs & Associates May 2001 - May 2006
Hypointe Travel May 2001 - May 2006
Lowe Enterprises October 1999 - May 2001
Madison Marquette May 1998 - May 1999
RSM McGladrey January 1996 - May 1998
Skills
Attention To Detail, Teamwork, Auditing, Accounting, Forecasting, Budgeting, Financial Reporting, Excel, Word, Great Plains Software, General Ledger, Project Management, Yardi Property..., Yardi Voyager, Financial Statements, Accruals, Financial Analysis, Account Reconciliation, Consolidation, Financial Audits, Internal Controls, Sales Tax, Strategic Planning, Leadership, QuickBooks, Budgets, Tax, Finance, Management, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Payroll, Access, Analysis, Sales, Journal Entries, Fixed Assets, Marketing, Financial Accounting
Education
University of St. Thomas 2011 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Cloud State University - G.R. Herberger College of Business 1991 — 1996
BS, Accounting
Augsburg Fortress Publishers April 2015 - Present
Dominium Management Services September 2012 - April 2015
Riggs & Associates May 2012 - August 2012
Manhattan Toy May 2006 - April 2012
Riggs & Associates May 2001 - May 2006
Hypointe Travel May 2001 - May 2006
Lowe Enterprises October 1999 - May 2001
Madison Marquette May 1998 - May 1999
RSM McGladrey January 1996 - May 1998
Skills
Attention To Detail, Teamwork, Auditing, Accounting, Forecasting, Budgeting, Financial Reporting, Excel, Word, Great Plains Software, General Ledger, Project Management, Yardi Property..., Yardi Voyager, Financial Statements, Accruals, Financial Analysis, Account Reconciliation, Consolidation, Financial Audits, Internal Controls, Sales Tax, Strategic Planning, Leadership, QuickBooks, Budgets, Tax, Finance, Management, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Payroll, Access, Analysis, Sales, Journal Entries, Fixed Assets, Marketing, Financial Accounting
Education
University of St. Thomas 2011 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Cloud State University - G.R. Herberger College of Business 1991 — 1996
BS, Accounting
Michelle Arzac's RSM McGladrey Experience October 2006 - December 2009
Job Tax Manager at a Hedge Fund and Family Office
Industry Accounting
Experience
Hedge Fund and Family Office January 2015 - Present
Hedge Fund and Family Office January 2010 - December 2014
RSM McGladrey October 2006 - December 2009
Prager and Fenton July 2005 - October 2006
Skills
Financial Services, Tax Preparation, Tax Returns, Auditing, Hedge Funds, Tax
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science, Accounting & Mathematics
Clarence Senior High School 1997 — 2001
Hedge Fund and Family Office January 2015 - Present
Hedge Fund and Family Office January 2010 - December 2014
RSM McGladrey October 2006 - December 2009
Prager and Fenton July 2005 - October 2006
Skills
Financial Services, Tax Preparation, Tax Returns, Auditing, Hedge Funds, Tax
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science, Accounting & Mathematics
Clarence Senior High School 1997 — 2001
Tiffanie Williams, CPA's RSM McGladrey Experience August 2004 - August 2007
Job
Industry Accounting
Experience
Available Upon Request February 2012 - Present
Upon request September 2007 - February 2012
RSM McGladrey August 2004 - August 2007
Verizon January 2004 - August 2004
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
M.S., Taxation
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
B. S., Accounting
Available Upon Request February 2012 - Present
Upon request September 2007 - February 2012
RSM McGladrey August 2004 - August 2007
Verizon January 2004 - August 2004
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
M.S., Taxation
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
B. S., Accounting
Ross Crosby's RSM McGladrey Experience January 2010 - April 2010
Job Leader, Accounting at Ciena
Industry Accounting
Experience
Ciena January 2013 - Present
McGladrey October 2010 - December 2012
RSM McGladrey January 2010 - April 2010
RSM McGladrey 2008 - 2009
Goodman & Company May 2008 - August 2008
Skills
Auditing, Accounting, Tax, GAAP, Financial Analysis, Corporate Finance, US GAAP, Financial Statements, Financial Accounting, Revenue Recognition, Derivatives, Internal Controls, Financial Reporting, Tax Returns, Income Tax, Corporate Tax, Assurance, QuickBooks, Microsoft Excel, Visual Basic, SEC filings, Technical Accounting..., Financial Modeling, Finance, Due Diligence
Education
Salisbury University - Perdue School of Business 2005 — 2009
BA, Accounting, Corporate Finance
Wilde Lake High School
Ciena January 2013 - Present
McGladrey October 2010 - December 2012
RSM McGladrey January 2010 - April 2010
RSM McGladrey 2008 - 2009
Goodman & Company May 2008 - August 2008
Skills
Auditing, Accounting, Tax, GAAP, Financial Analysis, Corporate Finance, US GAAP, Financial Statements, Financial Accounting, Revenue Recognition, Derivatives, Internal Controls, Financial Reporting, Tax Returns, Income Tax, Corporate Tax, Assurance, QuickBooks, Microsoft Excel, Visual Basic, SEC filings, Technical Accounting..., Financial Modeling, Finance, Due Diligence
Education
Salisbury University - Perdue School of Business 2005 — 2009
BA, Accounting, Corporate Finance
Wilde Lake High School
Eric Lerner's RSM McGladrey Experience October 2007 - June 2009
Job Director of Quality Control at MBAF CPAs, LLC
Industry Accounting
Experience
Shanholt Glassman Klein Kramer & Co. CPA January 2014 - Present
MBAF CPAs, LLC July 2009 - December 2013
RSM McGladrey October 2007 - June 2009
Mayer Hoffman McCann / CBIZ January 2005 - September 2007
Perelson Weiner LLP June 2000 - December 2004
Raich Ende Malter Lerner & Co., LLP December 1987 - May 2000
Eisner & Lubin January 1979 - December 1987
Skills
GAAP, Risk Analysis, GAAS, CFOs, microsoft products, Quality Assurance, audit platforms, GL packages, Auditing, Accounting, Mergers & Acquisitions, Tax, Internal Controls
Education
Queens College
Bacholar of Science, Accounting
Shanholt Glassman Klein Kramer & Co. CPA January 2014 - Present
MBAF CPAs, LLC July 2009 - December 2013
RSM McGladrey October 2007 - June 2009
Mayer Hoffman McCann / CBIZ January 2005 - September 2007
Perelson Weiner LLP June 2000 - December 2004
Raich Ende Malter Lerner & Co., LLP December 1987 - May 2000
Eisner & Lubin January 1979 - December 1987
Skills
GAAP, Risk Analysis, GAAS, CFOs, microsoft products, Quality Assurance, audit platforms, GL packages, Auditing, Accounting, Mergers & Acquisitions, Tax, Internal Controls
Education
Queens College
Bacholar of Science, Accounting
Robert J. Lopez's RSM McGladrey Experience February 1998 - December 2008
Job Audit Supervisor at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC February 2009 - Present
Weltman Bernfield 2009 - 2012
RSM McGladrey February 1998 - December 2008
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Tax Returns, Financial Analysis, Financial Reporting, GAAP, Accounting, Auditing, Financial Accounting
Education
Brother Rice High School
Brother Rice High School
Brother Rice High School
Saint Xavier University
Bachelor's degree, Accounting and Business/Management
Worth Elementary and Worth Jr High
Worth Elementary and Worth Jr High
Weltman Bernfield LLC February 2009 - Present
Weltman Bernfield 2009 - 2012
RSM McGladrey February 1998 - December 2008
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Tax Returns, Financial Analysis, Financial Reporting, GAAP, Accounting, Auditing, Financial Accounting
Education
Brother Rice High School
Brother Rice High School
Brother Rice High School
Saint Xavier University
Bachelor's degree, Accounting and Business/Management
Worth Elementary and Worth Jr High
Worth Elementary and Worth Jr High
Wendy Kitzmann's RSM McGladrey Experience October 2005 - July 2006
Job Vice President Quality Assurance, Consumer Lending at U.S. Bank
Industry Banking
Experience
U.S. Bank December 2011 - Present
US Bank June 2007 - November 2011
Robert Half Management Resources March 2007 - June 2007
RSM McGladrey October 2005 - July 2006
American Express June 1999 - September 2005
American Express January 1998 - May 1999
American Express September 1996 - December 1997
Ernst & Young January 1993 - August 1996
Skills
SEC reporting, SOX, Internal Controls, GAAP, Internal Audit
Education
St. Cloud State University 1989 — 1992
Bachelor of Science in Business, Accounting
U.S. Bank December 2011 - Present
US Bank June 2007 - November 2011
Robert Half Management Resources March 2007 - June 2007
RSM McGladrey October 2005 - July 2006
American Express June 1999 - September 2005
American Express January 1998 - May 1999
American Express September 1996 - December 1997
Ernst & Young January 1993 - August 1996
Skills
SEC reporting, SOX, Internal Controls, GAAP, Internal Audit
Education
St. Cloud State University 1989 — 1992
Bachelor of Science in Business, Accounting
Patrick Bartman's RSM McGladrey Experience August 2008 - May 2009
Job Law School Student at Creighton University
Industry Law Practice
Experience
First National Bank of Omaha May 2013 - Present
Heitman, LLC January 2010 - July 2012
RSM McGladrey August 2008 - May 2009
Education
Creighton University School of Law 2012 — 2015
Saint Louis University 2003 — 2007
Bachelors, Accounting
First National Bank of Omaha May 2013 - Present
Heitman, LLC January 2010 - July 2012
RSM McGladrey August 2008 - May 2009
Education
Creighton University School of Law 2012 — 2015
Saint Louis University 2003 — 2007
Bachelors, Accounting
Jessica Halden's RSM McGladrey Experience May 2009 - July 2009
Job Senior Accountant at OmniGuide
Industry Accounting
Experience
OmniGuide October 2010 - Present
RSM McGladrey May 2009 - July 2009
Provident Healthcare Partners May 2008 - August 2008
Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, QuickBooks, Concur, Microsoft Word, Microsoft Excel, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Invoicing, Journal Entries, Account Reconciliation, Monthly Close, Bank Reconciliation, Spreadsheets, Cash Receipts, Monthly Closing, Expenses, Petty Cash, Finance
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Accounting
OmniGuide October 2010 - Present
RSM McGladrey May 2009 - July 2009
Provident Healthcare Partners May 2008 - August 2008
Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, QuickBooks, Concur, Microsoft Word, Microsoft Excel, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Invoicing, Journal Entries, Account Reconciliation, Monthly Close, Bank Reconciliation, Spreadsheets, Cash Receipts, Monthly Closing, Expenses, Petty Cash, Finance
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Accounting
Kathryn Shippee's RSM McGladrey Experience January 2007 - July 2007
Job CPA at Tidewater Accounting & Bookkeeping Services, Inc.
Industry Accounting
Experience
Tidewater Accounting & Bookkeeping Services, Inc. December 2008 - Present
Harris, Hardy & Johnstone, P. C. August 2007 - December 2008
RSM McGladrey January 2007 - July 2007
Skills
Tax, Tax Preparation, Bookkeeping, Corporate Tax, Payroll, Auditing, Financial Statements, Fixed Assets, CPA, Payroll Taxes, Tax Research, Small Business, Preparation, State Tax, Nonprofits, Accounting
Education
Virginia Commonwealth University - School of Business 2005 — 2006
Post-Baccalaureate Certificate, Accounting
State University of New York College at Plattsburgh 1998 — 2000
BA, History
University of East Anglia 1996 — 2000
BA Hons, American & English History
Tidewater Accounting & Bookkeeping Services, Inc. December 2008 - Present
Harris, Hardy & Johnstone, P. C. August 2007 - December 2008
RSM McGladrey January 2007 - July 2007
Skills
Tax, Tax Preparation, Bookkeeping, Corporate Tax, Payroll, Auditing, Financial Statements, Fixed Assets, CPA, Payroll Taxes, Tax Research, Small Business, Preparation, State Tax, Nonprofits, Accounting
Education
Virginia Commonwealth University - School of Business 2005 — 2006
Post-Baccalaureate Certificate, Accounting
State University of New York College at Plattsburgh 1998 — 2000
BA, History
University of East Anglia 1996 — 2000
BA Hons, American & English History
Meghna Pabbathi's RSM McGladrey Experience October 2008 - September 2009
Job Looking for a full time accounting/tax position in the NJ area
Industry Accounting
Experience
SS&C GlobeOp June 2015 - September 2015
Johns Hopkins Hospital November 2011 - May 2012
RSM McGladrey October 2008 - September 2009
KPMG 2007 - 2008
PwC August 2006 - June 2007
PREIT February 2004 - August 2006
Skills
GoSystems, ProSystem fx Tax, CCH ProSystem fx, CCH, RIA, Microsoft Office, Microsoft Excel, IRS, Accounting, Tax Preparation, Tax, Corporate Tax, Tax Returns, Financial Reporting, Journal Entries
Education
State University of New York College at Plattsburgh 2000 — 2002
BS, Accounting & Finance
GHS 1986 — 1997
High School
SS&C GlobeOp June 2015 - September 2015
Johns Hopkins Hospital November 2011 - May 2012
RSM McGladrey October 2008 - September 2009
KPMG 2007 - 2008
PwC August 2006 - June 2007
PREIT February 2004 - August 2006
Skills
GoSystems, ProSystem fx Tax, CCH ProSystem fx, CCH, RIA, Microsoft Office, Microsoft Excel, IRS, Accounting, Tax Preparation, Tax, Corporate Tax, Tax Returns, Financial Reporting, Journal Entries
Education
State University of New York College at Plattsburgh 2000 — 2002
BS, Accounting & Finance
GHS 1986 — 1997
High School
Jessie Poppe's RSM McGladrey Experience September 2008 - August 2011
Job Kantrowitz, Goldhamer & Graifman, PC
Industry Accounting
Experience
Kantrowitz, Goldhamer & Graifman, PC November 2011 - Present
RSM McGladrey September 2008 - August 2011
McGladrey & Pullen September 2008 - October 2009
Skills
Auditing, Financial Statements, Accounting, Financial Reporting, General Ledger, Financial Accounting, GAAP, Account Reconciliation, Internal Controls, QuickBooks, Accounts Payable
Education
St. Thomas Aquinas College 2004 — 2008
BS, Accounting
Kantrowitz, Goldhamer & Graifman, PC November 2011 - Present
RSM McGladrey September 2008 - August 2011
McGladrey & Pullen September 2008 - October 2009
Skills
Auditing, Financial Statements, Accounting, Financial Reporting, General Ledger, Financial Accounting, GAAP, Account Reconciliation, Internal Controls, QuickBooks, Accounts Payable
Education
St. Thomas Aquinas College 2004 — 2008
BS, Accounting
William Mayer's RSM McGladrey Experience June 2001 - May 2008
Job ERISA and Employee Benefits Attorney, Partner at Schuyler, Roche & Crisham, P.C.
Industry Law Practice
Experience
Schuyler, Roche & Crisham, P.C. July 2014 - Present
Greenberg Traurig January 2009 - July 2014
The Benefits Consulting Group, Inc May 2007 - December 2008
RSM McGladrey June 2001 - May 2008
Stephen H. Rosen & Associates, Inc. 1996 - 2000
Skills
Employee Benefits, ERISA, Pensions, 401k, Defined Benefit, Retirement, Profit Sharing, Pension Administration, Qualified Retirement..., Corporate Governance, Mergers & Acquisitions, Self-Insured Medical...
Education
The John Marshall Law School 2003 — 2006
JD
Rutgers University – Camden
BS, Accounting
Schuyler, Roche & Crisham, P.C. July 2014 - Present
Greenberg Traurig January 2009 - July 2014
The Benefits Consulting Group, Inc May 2007 - December 2008
RSM McGladrey June 2001 - May 2008
Stephen H. Rosen & Associates, Inc. 1996 - 2000
Skills
Employee Benefits, ERISA, Pensions, 401k, Defined Benefit, Retirement, Profit Sharing, Pension Administration, Qualified Retirement..., Corporate Governance, Mergers & Acquisitions, Self-Insured Medical...
Education
The John Marshall Law School 2003 — 2006
JD
Rutgers University – Camden
BS, Accounting
Nashua Callwood's RSM McGladrey Experience January 2001 - January 2008
Job Corporate Accounting Manager at Sentient Jet
Industry Airlines/Aviation
Experience
Sentient Jet January 2008 - Present
Jet Direct January 2008 - August 2008
McGladrey & Pullen January 2001 - January 2008
RSM McGladrey January 2001 - January 2008
Skills
CPA, Fixed Assets, Financial Reporting, Financial Statements, PowerPoint, Access, Accounting, Financial Analysis, GAAP, General Ledger, Great Plains Software, Internal Controls, US GAAP
Education
Stonehill College 1998 — 2001
BSBA, Accounting
Charlotte AMalie
Sentient Jet January 2008 - Present
Jet Direct January 2008 - August 2008
McGladrey & Pullen January 2001 - January 2008
RSM McGladrey January 2001 - January 2008
Skills
CPA, Fixed Assets, Financial Reporting, Financial Statements, PowerPoint, Access, Accounting, Financial Analysis, GAAP, General Ledger, Great Plains Software, Internal Controls, US GAAP
Education
Stonehill College 1998 — 2001
BSBA, Accounting
Charlotte AMalie
Kimberly Mathieu's RSM McGladrey Experience January 1988 - December 2004
Job Loan Processor at German American State Bank
Industry Accounting
Experience
German American State Bank September 2012 - Present
The Pension Specialists, Ltd. April 2008 - September 2012
The Pension Specialists, Ltd. January 2005 - August 2011
RSM McGladrey January 1988 - December 2004
Skills
Word, Microsoft Office, Customer Relations, Customer Service, Excel, Employee Relations, Performance Management, Problem Solving, Team Building, Documentation, Event Planning
Education
Robert Morris University - Illinois 1985 — 1987
Business
German American State Bank September 2012 - Present
The Pension Specialists, Ltd. April 2008 - September 2012
The Pension Specialists, Ltd. January 2005 - August 2011
RSM McGladrey January 1988 - December 2004
Skills
Word, Microsoft Office, Customer Relations, Customer Service, Excel, Employee Relations, Performance Management, Problem Solving, Team Building, Documentation, Event Planning
Education
Robert Morris University - Illinois 1985 — 1987
Business
Michael Boler's RSM McGladrey Experience 2009 - 2010
Job Director, Operations, Project Management, Compliance Auditing
Industry Financial Services
Experience
Bridges Training Foundation 2012 - Present
PRA USA Group October 2014 - September 2015
Control Solutions International July 2013 - September 2014
SolomonEdwards 2010 - 2013
RSM McGladrey 2009 - 2010
US Small Business Administration 2008 - 2009
Boulevard Bank 2007 - 2008
Point Bank 2005 - 2007
Fieldstone Mortgage Company 2002 - 2005
Associates Home Equity Mortgage 1998 - 2001
Skills
Financial Reporting, Financial Modeling, Due Diligence, Accounting, Financial Analysis, Internal Controls, GAAP, Valuation, Auditing, Sarbanes-Oxley Act, Foreclosures, Bankruptcy, Loan Origination, Loan Servicing, Loan Modifications, Loss Mitigation, Operations Management, Risk Assessment, Portfolio Management, Project Management, Regulations, Revenue Analysis, Account Reconciliation, Compliance, Consulting, Negotiation, Public Speaking, Team Leadership, Leadership Development, Strategic Planning, Business Process..., Coaching, Site Management, Asset Management, Leadership, Loans, Risk Management, Government Contracting, Board of Directors, Nonprofits, Corporate Development, Mortgage Banking, Mortgage Lending, Credit, Financial Services, Banking, Finance, Management, Underwriting, Executive Management
Education
Tarrant County College
Sociology
Bridges Training Foundation 2012 - Present
PRA USA Group October 2014 - September 2015
Control Solutions International July 2013 - September 2014
SolomonEdwards 2010 - 2013
RSM McGladrey 2009 - 2010
US Small Business Administration 2008 - 2009
Boulevard Bank 2007 - 2008
Point Bank 2005 - 2007
Fieldstone Mortgage Company 2002 - 2005
Associates Home Equity Mortgage 1998 - 2001
Skills
Financial Reporting, Financial Modeling, Due Diligence, Accounting, Financial Analysis, Internal Controls, GAAP, Valuation, Auditing, Sarbanes-Oxley Act, Foreclosures, Bankruptcy, Loan Origination, Loan Servicing, Loan Modifications, Loss Mitigation, Operations Management, Risk Assessment, Portfolio Management, Project Management, Regulations, Revenue Analysis, Account Reconciliation, Compliance, Consulting, Negotiation, Public Speaking, Team Leadership, Leadership Development, Strategic Planning, Business Process..., Coaching, Site Management, Asset Management, Leadership, Loans, Risk Management, Government Contracting, Board of Directors, Nonprofits, Corporate Development, Mortgage Banking, Mortgage Lending, Credit, Financial Services, Banking, Finance, Management, Underwriting, Executive Management
Education
Tarrant County College
Sociology
James Awad's RSM McGladrey Experience January 2011 - May 2015
Job Associate Income Tax Manager
Industry Accounting
Experience
FUJIFILM Holdings America Corporation May 2015 - Present
RSM McGladrey January 2011 - May 2015
Wenner Media August 2010 - October 2010
J.H.COHN, LLP February 2007 - May 2010
Wiss & Company, LLP November 2005 - January 2007
Skills
Accounting, Income Tax, Tax Returns, Tax, CPA, Corporate Tax, Tax Research, Tax Accounting, Auditing
Education
Saint Peter's University 2001 — 2005
Master, Accounting
FUJIFILM Holdings America Corporation May 2015 - Present
RSM McGladrey January 2011 - May 2015
Wenner Media August 2010 - October 2010
J.H.COHN, LLP February 2007 - May 2010
Wiss & Company, LLP November 2005 - January 2007
Skills
Accounting, Income Tax, Tax Returns, Tax, CPA, Corporate Tax, Tax Research, Tax Accounting, Auditing
Education
Saint Peter's University 2001 — 2005
Master, Accounting
Rhea Persaud's RSM McGladrey Experience 2000 - 2003
Job Controller at Orange Capital, LLC
Industry Financial Services
Experience
Orange Capital, LLC July 2007 - Present
JP Morgan Alternative Asset Management 2004 - 2007
RSM McGladrey 2000 - 2003
Skills
Fund Accounting, CPA, Financial Reporting, GAAP, Auditing, Accounting, Derivatives, SEC filings, Hedge Funds, Internal Controls
Education
Queen's College
Bachelor of Arts (B.A.), Accounting
Orange Capital, LLC July 2007 - Present
JP Morgan Alternative Asset Management 2004 - 2007
RSM McGladrey 2000 - 2003
Skills
Fund Accounting, CPA, Financial Reporting, GAAP, Auditing, Accounting, Derivatives, SEC filings, Hedge Funds, Internal Controls
Education
Queen's College
Bachelor of Arts (B.A.), Accounting
David Chayet's RSM McGladrey Experience January 2010 - May 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Wells Fargo May 2010 - October 2011
RSM McGladrey January 2010 - May 2010
Wells Fargo May 2008 - November 2009
McLeodUSA September 1997 - May 2008
Education
Simpson College 1984 — 1995
Bachelors, Accounting
Wells Fargo May 2010 - October 2011
RSM McGladrey January 2010 - May 2010
Wells Fargo May 2008 - November 2009
McLeodUSA September 1997 - May 2008
Education
Simpson College 1984 — 1995
Bachelors, Accounting
Lacretia Hutton's RSM McGladrey Experience February 2000 - October 2006
Job Administrative Assistant
Industry Insurance
Experience
Aon Hewitt April 2010 - May 2012
JPMorgan December 2007 - April 2010
RSM McGladrey February 2000 - October 2006
RSM McGladrey 2000 - 2002
Regus Business Centre Corp. March 1999 - February 2000
Hiffman Shaffer Associates, Inc. April 1997 - March 1999
Skills
Microsoft Word,...
Education
Purdue University Calumet
Bachelor of Arts (B.A.)
Aon Hewitt April 2010 - May 2012
JPMorgan December 2007 - April 2010
RSM McGladrey February 2000 - October 2006
RSM McGladrey 2000 - 2002
Regus Business Centre Corp. March 1999 - February 2000
Hiffman Shaffer Associates, Inc. April 1997 - March 1999
Skills
Microsoft Word,...
Education
Purdue University Calumet
Bachelor of Arts (B.A.)