RSM McGladrey, Inc.
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. Headquarters: Chicago, IL Number of employees: 9,670 CEO: Joe Adams (2011–) Founded: 1926, Cedar Rapids, IA Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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RSM McGladrey, Inc. Employees
Employee
Years
Job
Industry
Tim Piastrelli Tim Piastrelli's RSM McGladrey, Inc. Experience September 2005 - April 2006
Job Security & Infrastructure Expert, Thought Leader, Mentor
Industry Computer & Network Security
Experience
MuleSoft September 2015 - Present
Nitro, Inc. October 2014 - September 2015
Nitro, Inc. August 2013 - October 2014
Nitro, Inc. May 2012 - August 2013
CMG Mortgage Insurance Company November 2010 - May 2012
AsTech Consulting @ Wells Fargo March 2010 - November 2010
Premier Retail Networks March 2009 - March 2010
Williams-Sonoma, Inc. September 2008 - March 2009
Verizon Business April 2006 - September 2008
RSM McGladrey, Inc. September 2005 - April 2006
Skills
Virtualization, Security, VMware, Intrusion Detection, OpenStack, Apache Kafka, Mesos, Apache Spark, DevOps, Play Framework, Leadership, SaaS, Data Center, Network Architecture, Information Security, Computer Forensics, System Architecture, Security Architecture..., Cisco Technologies, Heroku, Active Directory, Linux, F5 BigIP, Python, Continuous Integration, Reverse Engineering, Shell Scripting, Cisco UCS, Amazon EC2, Distributed..., ElasticSearch, Hadoop, Akka, Storage Architecture, System Automation, Fuzzing, Cryptography, Metasploit, PostgreSQL, HBase, Snort, CISSP, CEH, Enterprise Software, Cloud Computing, Software Development
Education
Stanford University
Master of Science (MS)
University of California, Berkeley
Bachelor of Science (BS)
MuleSoft September 2015 - Present
Nitro, Inc. October 2014 - September 2015
Nitro, Inc. August 2013 - October 2014
Nitro, Inc. May 2012 - August 2013
CMG Mortgage Insurance Company November 2010 - May 2012
AsTech Consulting @ Wells Fargo March 2010 - November 2010
Premier Retail Networks March 2009 - March 2010
Williams-Sonoma, Inc. September 2008 - March 2009
Verizon Business April 2006 - September 2008
RSM McGladrey, Inc. September 2005 - April 2006
Skills
Virtualization, Security, VMware, Intrusion Detection, OpenStack, Apache Kafka, Mesos, Apache Spark, DevOps, Play Framework, Leadership, SaaS, Data Center, Network Architecture, Information Security, Computer Forensics, System Architecture, Security Architecture..., Cisco Technologies, Heroku, Active Directory, Linux, F5 BigIP, Python, Continuous Integration, Reverse Engineering, Shell Scripting, Cisco UCS, Amazon EC2, Distributed..., ElasticSearch, Hadoop, Akka, Storage Architecture, System Automation, Fuzzing, Cryptography, Metasploit, PostgreSQL, HBase, Snort, CISSP, CEH, Enterprise Software, Cloud Computing, Software Development
Education
Stanford University
Master of Science (MS)
University of California, Berkeley
Bachelor of Science (BS)
Mark Bean (ACMA, CGMA) Mark Bean (ACMA, CGMA)'s RSM McGladrey, Inc. Experience January 2008 - April 2008
Job VP Commercial Director at Starcom Mediavest
Industry Marketing and Advertising
Experience
Starcom MediaVest Group March 2015 - Present
Dentsu Aegis Network March 2013 - March 2015
Dentsu Aegis Network September 2009 - March 2013
Dentsu Aegis Network October 2008 - September 2009
RSM McGladrey, Inc. January 2008 - April 2008
RSM Betty and Dickson January 2005 - December 2007
Skills
Financial Reporting, Financial Accounting, External Audit, Accounting, Auditing, Account Reconciliation, Management, Management Accounting, Internal Controls, Financial Analysis, VAT, Managerial Finance, Tax, Microsoft Excel, Budgets, Financial Modeling, Due Diligence, Finance, Business Planning, Client Billing, Strategy, Digital Marketing, Digital Media
Education
The Chartered Institute of Management Accountants 2010 — 2013
Masters, Finance and Financial Management
University of Kwazulu Natal (South Africa) 2002 — 2005
Bachelor of Commerce, Accounting
Durban High School 1996 — 2001
Starcom MediaVest Group March 2015 - Present
Dentsu Aegis Network March 2013 - March 2015
Dentsu Aegis Network September 2009 - March 2013
Dentsu Aegis Network October 2008 - September 2009
RSM McGladrey, Inc. January 2008 - April 2008
RSM Betty and Dickson January 2005 - December 2007
Skills
Financial Reporting, Financial Accounting, External Audit, Accounting, Auditing, Account Reconciliation, Management, Management Accounting, Internal Controls, Financial Analysis, VAT, Managerial Finance, Tax, Microsoft Excel, Budgets, Financial Modeling, Due Diligence, Finance, Business Planning, Client Billing, Strategy, Digital Marketing, Digital Media
Education
The Chartered Institute of Management Accountants 2010 — 2013
Masters, Finance and Financial Management
University of Kwazulu Natal (South Africa) 2002 — 2005
Bachelor of Commerce, Accounting
Durban High School 1996 — 2001
Tina Clark Tina Clark's RSM McGladrey, Inc. Experience 2004 - 2005
Job Business Development at ASI | Signage Innovations
Industry Architecture & Planning
Experience
ASI Signage Innovations January 2015 - Present
Clark Properties & Management 2012 - Present
Camp Clark December 2004 - Present
ASI Signage Innovations 2010 - 2012
RSM McGladrey, Inc 2004 - 2005
ADP 2003 - 2004
ASI Modulex 1995 - 2003
Ludlow Advertising Agency 1993 - 1995
Branick Industries 1987 - 1991
Skills
Business Development, New Business Development, Account Management, Digital Signage, Management, Sales, Consulting, Marketing, Leadership, Marketing Strategy, Strategic Planning, Wayfinding, Volunteering, Brand Implementation, Branding & Identity, Corporate Communications, Healthcare, Signage, Americans with..., Team Building, Selling, Relationship Management, Sales Management, Customer Service, CRM, Sales Operations, Strategic Partnerships, Negotiation, Project Management, Team Leadership
Education
Minnesota State University, Moorhead
BS, Mass Communications, Advertising & Marketing
Zig Ziglar Training Systems
Strategies For Success
Dale Carnegie
Leadership Training for Managers
Bismarck High School
ASI Signage Innovations January 2015 - Present
Clark Properties & Management 2012 - Present
Camp Clark December 2004 - Present
ASI Signage Innovations 2010 - 2012
RSM McGladrey, Inc 2004 - 2005
ADP 2003 - 2004
ASI Modulex 1995 - 2003
Ludlow Advertising Agency 1993 - 1995
Branick Industries 1987 - 1991
Skills
Business Development, New Business Development, Account Management, Digital Signage, Management, Sales, Consulting, Marketing, Leadership, Marketing Strategy, Strategic Planning, Wayfinding, Volunteering, Brand Implementation, Branding & Identity, Corporate Communications, Healthcare, Signage, Americans with..., Team Building, Selling, Relationship Management, Sales Management, Customer Service, CRM, Sales Operations, Strategic Partnerships, Negotiation, Project Management, Team Leadership
Education
Minnesota State University, Moorhead
BS, Mass Communications, Advertising & Marketing
Zig Ziglar Training Systems
Strategies For Success
Dale Carnegie
Leadership Training for Managers
Bismarck High School
Mark Ernst Mark Ernst's RSM McGladrey, Inc. Experience 2000 - 2007
Job Executive Vice President and Chief Operating Officer at Fiserv
Industry Banking
Experience
Fiserv January 2011 - Present
IRS - Washington, DC January 2009 - November 2010
Bellevue Capital December 2007 - January 2009
Greater Kansas City Community Foundation January 2006 - January 2009
Great Plains Energy 2000 - 2008
H&R Block, Inc. September 1998 - December 2007
H&R Block Bank 2006 - 2007
RSM McGladrey Inc. 2000 - 2007
H&R Block Financial Advisors 2000 - 2007
Option One Mortgage Corporation 1998 - 2007
Education
Drake University 1999 — 2000
BS, Finance and Accounting
The University of Chicago - Booth School of Business 1984 — 1986
MBA, Finance/Economics
Fiserv January 2011 - Present
IRS - Washington, DC January 2009 - November 2010
Bellevue Capital December 2007 - January 2009
Greater Kansas City Community Foundation January 2006 - January 2009
Great Plains Energy 2000 - 2008
H&R Block, Inc. September 1998 - December 2007
H&R Block Bank 2006 - 2007
RSM McGladrey Inc. 2000 - 2007
H&R Block Financial Advisors 2000 - 2007
Option One Mortgage Corporation 1998 - 2007
Education
Drake University 1999 — 2000
BS, Finance and Accounting
The University of Chicago - Booth School of Business 1984 — 1986
MBA, Finance/Economics
Daniel Sage Daniel Sage's RSM McGladrey, Inc. Experience 1995 - 2001
Job Account Manager
Industry Financial Services
Experience
Broadridge Financial Solutions, Inc. June 2000 - Present
RSM McGladrey, Inc. 1995 - 2001
Polansky, Sage, Newman and Kulberg 1985 - 1995
Skills
Account Management, Sales, Management Consulting, CPA, Financial Services, Process Improvement, Management, Vendor Management, Business Analysis, Finance, Strategic Planning, Project Management, CRM, Mutual Funds
Education
University of Massachusetts, Amherst 1980 — 1985
BBA, Accounting, Computer Science
Broadridge Financial Solutions, Inc. June 2000 - Present
RSM McGladrey, Inc. 1995 - 2001
Polansky, Sage, Newman and Kulberg 1985 - 1995
Skills
Account Management, Sales, Management Consulting, CPA, Financial Services, Process Improvement, Management, Vendor Management, Business Analysis, Finance, Strategic Planning, Project Management, CRM, Mutual Funds
Education
University of Massachusetts, Amherst 1980 — 1985
BBA, Accounting, Computer Science
Margaret C Spencer CPA CPCU CLU RHU CIA CFE CIE MCM Margaret C Spencer CPA CPCU CLU RHU CIA CFE CIE MCM's RSM McGladrey, Inc. Experience October 2005 - April 2012
Job Partner at Risk & Regulatory Consulting LLC
Industry Insurance
Experience
Risk & Regulatory Consulting LLC (formerly a segment of RSM McGladrey) May 2012 - Present
RSM McGladrey Inc October 2005 - April 2012
American Express Tax & Business Services 2002 - 2005
Arthur Andersen 1980 - 2002
Skills
Insurance Consulting &..., Statutory Accounting, Troubled Insurance..., Model Audit Rule..., Internal Controls, Internal Audit, Risk Assessment, Risk Management, Corporate Governance, Insurance Consulting, Property & Casualty..., Reinsurance, Insurance, Accounting, Auditing, Certified Fraud Examiner, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting
Education
Florida State University - College of Business
AA, Accounting
Mercer University
University of North Florida - College of Business Administration
BBA, Accounting
Risk & Regulatory Consulting LLC (formerly a segment of RSM McGladrey) May 2012 - Present
RSM McGladrey Inc October 2005 - April 2012
American Express Tax & Business Services 2002 - 2005
Arthur Andersen 1980 - 2002
Skills
Insurance Consulting &..., Statutory Accounting, Troubled Insurance..., Model Audit Rule..., Internal Controls, Internal Audit, Risk Assessment, Risk Management, Corporate Governance, Insurance Consulting, Property & Casualty..., Reinsurance, Insurance, Accounting, Auditing, Certified Fraud Examiner, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting
Education
Florida State University - College of Business
AA, Accounting
Mercer University
University of North Florida - College of Business Administration
BBA, Accounting
Michael Ungerman Michael Ungerman's RSM McGladrey, Inc. Experience September 2010 - September 2011
Job Senior Systems Administrator at PAR Electrical Contractors
Industry Information Technology and Services
Experience
PAR Electrical Contractors September 2011 - Present
RSM McGladrey, Inc September 2010 - September 2011
API Foils November 2009 - September 2010
RSM McGladrey November 2006 - November 2009
Mary Greeley Medical Center October 2004 - November 2006
Mary Greeley Medical Center October 2001 - October 2004
International Paper August 2000 - August 2001
Skills
Active Directory, Windows Server, vSphere, Microsoft Certified..., Citrix Metaframe, Microsoft Certified..., 2008 R2, System Administration, VMware, Citrix, Microsoft Exchange, Disaster Recovery, VMware ESX, Windows 7, SCCM, Troubleshooting, Cisco Technologies, Servers, VMware Infrastructure, Blackberry Enterprise..., Networking, Technical Support, Network Administration
Education
Iowa State University
B.S., Industrial Technology and Manufacturing
PAR Electrical Contractors September 2011 - Present
RSM McGladrey, Inc September 2010 - September 2011
API Foils November 2009 - September 2010
RSM McGladrey November 2006 - November 2009
Mary Greeley Medical Center October 2004 - November 2006
Mary Greeley Medical Center October 2001 - October 2004
International Paper August 2000 - August 2001
Skills
Active Directory, Windows Server, vSphere, Microsoft Certified..., Citrix Metaframe, Microsoft Certified..., 2008 R2, System Administration, VMware, Citrix, Microsoft Exchange, Disaster Recovery, VMware ESX, Windows 7, SCCM, Troubleshooting, Cisco Technologies, Servers, VMware Infrastructure, Blackberry Enterprise..., Networking, Technical Support, Network Administration
Education
Iowa State University
B.S., Industrial Technology and Manufacturing
Cassandra Vos Cassandra Vos's RSM McGladrey, Inc. Experience July 2008 - June 2010
Job Regional Payables Manager at McGladrey, LLP
Industry Accounting
Experience
McGladrey October 2010 - Present
RSM McGladrey Inc July 2008 - June 2010
Northwestern College September 2006 - May 2008
Signature Bank June 2005 - May 2008
Eagle Valley Bank May 2007 - August 2007
Skills
Accounts Payable, General Ledger, Financial Reporting, Quickbooks, Invoicing, Spreadsheets, Journal Entries, Accruals, Microsoft Office, Banking, Expenses, Employee Relations, Accounting, Word, Excel, PowerPoint, Outlook, Auditing, QuickBooks, Finance, Microsoft Excel
Education
Crown College 2014 — 2017
Master of Business Administration (M.B.A.)
Northwestern College 2005 — 2008
BS, Business
McGladrey October 2010 - Present
RSM McGladrey Inc July 2008 - June 2010
Northwestern College September 2006 - May 2008
Signature Bank June 2005 - May 2008
Eagle Valley Bank May 2007 - August 2007
Skills
Accounts Payable, General Ledger, Financial Reporting, Quickbooks, Invoicing, Spreadsheets, Journal Entries, Accruals, Microsoft Office, Banking, Expenses, Employee Relations, Accounting, Word, Excel, PowerPoint, Outlook, Auditing, QuickBooks, Finance, Microsoft Excel
Education
Crown College 2014 — 2017
Master of Business Administration (M.B.A.)
Northwestern College 2005 — 2008
BS, Business
Everton Raymond Everton Raymond's RSM McGladrey, Inc. Experience January 2010 - October 2010
Job Director, Business Applications at Media General
Industry Media Production
Experience
Media General January 2015 - Present
LIN Media November 2010 - December 2014
RSM McGladrey, Inc January 2010 - October 2010
LoJack Corporation March 2004 - December 2009
CANON Management Services, JA January 1999 - January 2001
Stewart’s Auto Sales Ltd., JA January 1995 - December 1998
LASCO Distributors Ltd., JA July 1992 - January 1995
Skills
ERP, System Selection, Business Process, Microsoft Dynamics, Team Leadership, Program Management, Process Improvement, SDLC, CRM, Project Management, Microsoft SQL Server, Cloud Computing, Software Development, Billing Systems, Business Intelligence, System Administration, Financial Reporting, IT Strategy, Software Project..., Management, Accounting, Information Technology, New Business Development, Budgets, Requirements Analysis, Vendor Management, Strategy, Analysis, SaaS, IT Management, Visio, Training, Microsoft CRM, SQL, SharePoint, Consulting, Business Process..., Integration, Business Analysis, Leadership, Project Portfolio..., Agile Project Management, Change Management, Requirements Gathering, PMP, Enterprise Architecture, PMO, ITIL
Education
Boston University 2007 — 2009
MSc, Management, Project Management Specialization
Florida Institute of Technology 2001 — 2003
BSc., Computer Science & Information Systems
University of Technology 1996 — 1999
Diploma, Computer Science
Jamaican Institute of Management 1994 — 1996
Diploma, Management Studies
Wolmer's Schools
Media General January 2015 - Present
LIN Media November 2010 - December 2014
RSM McGladrey, Inc January 2010 - October 2010
LoJack Corporation March 2004 - December 2009
CANON Management Services, JA January 1999 - January 2001
Stewart’s Auto Sales Ltd., JA January 1995 - December 1998
LASCO Distributors Ltd., JA July 1992 - January 1995
Skills
ERP, System Selection, Business Process, Microsoft Dynamics, Team Leadership, Program Management, Process Improvement, SDLC, CRM, Project Management, Microsoft SQL Server, Cloud Computing, Software Development, Billing Systems, Business Intelligence, System Administration, Financial Reporting, IT Strategy, Software Project..., Management, Accounting, Information Technology, New Business Development, Budgets, Requirements Analysis, Vendor Management, Strategy, Analysis, SaaS, IT Management, Visio, Training, Microsoft CRM, SQL, SharePoint, Consulting, Business Process..., Integration, Business Analysis, Leadership, Project Portfolio..., Agile Project Management, Change Management, Requirements Gathering, PMP, Enterprise Architecture, PMO, ITIL
Education
Boston University 2007 — 2009
MSc, Management, Project Management Specialization
Florida Institute of Technology 2001 — 2003
BSc., Computer Science & Information Systems
University of Technology 1996 — 1999
Diploma, Computer Science
Jamaican Institute of Management 1994 — 1996
Diploma, Management Studies
Wolmer's Schools
Pamela Szymanski Pamela Szymanski's RSM McGladrey, Inc. Experience November 2007 - February 2009
Job Assistant Controller at The Club at Mediterra
Industry Hospitality
Experience
The Club at Mediterra February 2015 - Present
Herons Glen Recreation District April 2014 - February 2015
Countryside 2010 - April 2014
RSM McGladrey, Inc November 2007 - February 2009
RSM McGladrey, Inc February 2006 - November 2007
Skills
General Ledger, Accounting, Account Reconciliation, Auditing, Finance, Financial Statements, Internal Controls, Tax Returns, Fixed Assets, Financial Accounting, Invoicing, Payroll, GAAP, Financial Analysis, Budgets, Financial Reporting
Education
University of Phoenix 2004 — 2010
B.A, Accounting
Florida State University 2000 — 2003
Associate of Arts Degree, Fashion/Apparel Design
The Club at Mediterra February 2015 - Present
Herons Glen Recreation District April 2014 - February 2015
Countryside 2010 - April 2014
RSM McGladrey, Inc November 2007 - February 2009
RSM McGladrey, Inc February 2006 - November 2007
Skills
General Ledger, Accounting, Account Reconciliation, Auditing, Finance, Financial Statements, Internal Controls, Tax Returns, Fixed Assets, Financial Accounting, Invoicing, Payroll, GAAP, Financial Analysis, Budgets, Financial Reporting
Education
University of Phoenix 2004 — 2010
B.A, Accounting
Florida State University 2000 — 2003
Associate of Arts Degree, Fashion/Apparel Design
Danielle Edie, CPA Danielle Edie, CPA's RSM McGladrey, Inc. Experience July 2002 - August 2007
Job Manager at McGladrey LLP | Microsoft Dynamics GP Consultant
Industry Computer Software
Experience
McGladrey September 2007 - Present
RSM McGladrey, Inc July 2002 - August 2007
SWK Technologies, Inc. April 2000 - July 2002
Skills
Certified Dynamics GP..., Great Plains Software, ERP, Microsoft Dynamics, Business Management, Financial Reporting, Accounts Payable, Accounting, General Ledger, Excel, Accounts Receivable, Word, Quickbooks, Microsoft Office, Fixed Assets, Outlook, SQL, Budgeting, Reconciliation, Great Plains, Journal Entries, Financial Accounting, Financial Analysis, Account Reconciliation, Business Process..., QuickBooks, ERP Implementations, Business Analysis, Databases, Consulting, Project Management, Sarbanes-Oxley, Microsoft Word, Microsoft Dynamics GP, Budgets, Management, Microsoft Excel, Sarbanes-Oxley Act
Education
Colorado State University 1988 — 1992
Bachelor of Science, Business Administration, Concentration in Public Accounting
McGladrey September 2007 - Present
RSM McGladrey, Inc July 2002 - August 2007
SWK Technologies, Inc. April 2000 - July 2002
Skills
Certified Dynamics GP..., Great Plains Software, ERP, Microsoft Dynamics, Business Management, Financial Reporting, Accounts Payable, Accounting, General Ledger, Excel, Accounts Receivable, Word, Quickbooks, Microsoft Office, Fixed Assets, Outlook, SQL, Budgeting, Reconciliation, Great Plains, Journal Entries, Financial Accounting, Financial Analysis, Account Reconciliation, Business Process..., QuickBooks, ERP Implementations, Business Analysis, Databases, Consulting, Project Management, Sarbanes-Oxley, Microsoft Word, Microsoft Dynamics GP, Budgets, Management, Microsoft Excel, Sarbanes-Oxley Act
Education
Colorado State University 1988 — 1992
Bachelor of Science, Business Administration, Concentration in Public Accounting
Joel Polakow Joel Polakow's RSM McGladrey, Inc. Experience January 2000 - December 2011
Job Principal at Miller, Cooper & Co., Ltd.
Industry Accounting
Experience
Miller, Cooper & Co., Ltd. January 2012 - Present
RSM McGladrey, Inc. January 2000 - December 2011
Berg, DeMarco, Lewis, Sawatski, & Co. December 1989 - February 1999
KPMG January 1974 - June 1986
Education
University of Illinois at Chicago 1969 — 1973
B.S., Accounting
Miller, Cooper & Co., Ltd. January 2012 - Present
RSM McGladrey, Inc. January 2000 - December 2011
Berg, DeMarco, Lewis, Sawatski, & Co. December 1989 - February 1999
KPMG January 1974 - June 1986
Education
University of Illinois at Chicago 1969 — 1973
B.S., Accounting
Kalie McCollaugh, CPA, MST Kalie McCollaugh, CPA, MST's RSM McGladrey, Inc. Experience January 2010 - July 2010
Job Senior Tax Accountant at Haskell & White LLP
Industry Accounting
Experience
Haskell & White LLP January 2013 - Present
McGladrey July 2010 - December 2012
RSM McGladrey, Inc January 2010 - July 2010
Skills
Tax, Tax Compliance, Partnership Taxation, Income Tax, Tax Research, Tax Preparation, Individual Taxation
Education
California State University-Fullerton 2009 — 2010
Master's, Taxation
San Diego State University-California State University 2004 — 2008
Bachelor's, Accounting
Haskell & White LLP January 2013 - Present
McGladrey July 2010 - December 2012
RSM McGladrey, Inc January 2010 - July 2010
Skills
Tax, Tax Compliance, Partnership Taxation, Income Tax, Tax Research, Tax Preparation, Individual Taxation
Education
California State University-Fullerton 2009 — 2010
Master's, Taxation
San Diego State University-California State University 2004 — 2008
Bachelor's, Accounting
MARIANA RADOS MARIANA RADOS's RSM McGladrey, Inc. Experience 2005 - 2007
Job Registered Representative
Industry Financial Services
Experience
AXA Advisors LLC September 2007 - Present
RSM McGladrey Inc. 2005 - 2007
GE Financial 2003 - 2005
Marsh & McLennan Companies, Inc. 2001 - 2002
Aetna International 1999 - 2001
Morgan Stanley 1996 - 1999
Chase Manhattan Corporation 1994 - 1996
Bank of America 1992 - 1994
Continental Bank N.A. (Bank of America) 1976 - 1992
Skills
Estate Planning..., Retirement Planning..., Financial Planning, Business Succession...
Education
Loyola University Chicago 1969 — 1973
BS, Chemistry
MBA-The University of Chicago - Booth School of Business
MBA, International Business & Finance
AXA Advisors LLC September 2007 - Present
RSM McGladrey Inc. 2005 - 2007
GE Financial 2003 - 2005
Marsh & McLennan Companies, Inc. 2001 - 2002
Aetna International 1999 - 2001
Morgan Stanley 1996 - 1999
Chase Manhattan Corporation 1994 - 1996
Bank of America 1992 - 1994
Continental Bank N.A. (Bank of America) 1976 - 1992
Skills
Estate Planning..., Retirement Planning..., Financial Planning, Business Succession...
Education
Loyola University Chicago 1969 — 1973
BS, Chemistry
MBA-The University of Chicago - Booth School of Business
MBA, International Business & Finance
Cathy Bernard Cathy Bernard's RSM McGladrey, Inc. Experience May 2003 - April 2005
Job U. S. Tax Director at New Flyer Industries
Industry Accounting
Experience
New Flyer Industries June 2010 - Present
Grant Thornton LLP November 2006 - April 2010
Saint Mary's University January 2008 - December 2008
RSM McGladrey, Inc May 2003 - April 2005
Boulay, Heutmaker January 1994 - January 2003
Metro State University January 1995 - January 1998
RBC Dain Rauscher (formerly IFG, Inc March 1990 - September 1992
KPMG November 1988 - March 1990
Ernst & Whinney March 1983 - November 1988
Skills
Mergers, Financial Institutions, Tax Research, Corporate Tax, Tax, Income Tax, SEC filings, Accounting, Financial Reporting, Tax Accounting, Tax Preparation, CPA, International Tax, Financial Analysis, GAAP, Financial Accounting, IFRS, CGMA, Information Reporting
Education
University of Minnesota 1981 — 1983
Masters of Business Taxation, Taxation
Augustana University (SD) 1977 — 1981
BA, Accounting
Lincoln High School 1974 — 1977
New Flyer Industries June 2010 - Present
Grant Thornton LLP November 2006 - April 2010
Saint Mary's University January 2008 - December 2008
RSM McGladrey, Inc May 2003 - April 2005
Boulay, Heutmaker January 1994 - January 2003
Metro State University January 1995 - January 1998
RBC Dain Rauscher (formerly IFG, Inc March 1990 - September 1992
KPMG November 1988 - March 1990
Ernst & Whinney March 1983 - November 1988
Skills
Mergers, Financial Institutions, Tax Research, Corporate Tax, Tax, Income Tax, SEC filings, Accounting, Financial Reporting, Tax Accounting, Tax Preparation, CPA, International Tax, Financial Analysis, GAAP, Financial Accounting, IFRS, CGMA, Information Reporting
Education
University of Minnesota 1981 — 1983
Masters of Business Taxation, Taxation
Augustana University (SD) 1977 — 1981
BA, Accounting
Lincoln High School 1974 — 1977
Tom Siders Tom Siders's RSM McGladrey, Inc. Experience May 2008 - August 2010
Job Partner, L Harris Partners LLC
Industry Management Consulting
Experience
L. Harris Partners, LLC November 2010 - Present
RSM McGladrey, Inc. May 2008 - August 2010
RSM McGladrey, Inc August 2000 - May 2008
McGladrey & Pullen LLP January 1975 - August 2000
Skills
Acquisition Integration, Due Diligence, IT Audit, Succession Planning, Exit Strategies, Business Development, Cost Segregation, Profit Maximization, Real Estate, Venture Capital, Tax Accounting, Income Tax, Mergers & Acquisitions, Tax, CPA, Financial Reporting, Sarbanes-Oxley Act, Leadership, GAAP, Strategy, Finance, SEC filings, Auditing, US GAAP, Business Valuation, Internal Controls, Business Planning, Executive Management, Enterprise Risk..., Management, Tax Advisory, Accounting, Corporate Tax, Tax Preparation, Financial Statements, International Tax, Sarbanes-Oxley, Assurance, Managerial Finance, Financial Accounting, Partnership Taxation, Financial Analysis, External Audit, Tax Research, Forensic Accounting, SEC Filings, Strategic Planning, Consulting, Management Consulting
Education
University of Iowa
Bachelor of Business Administration, Accounting
L. Harris Partners, LLC November 2010 - Present
RSM McGladrey, Inc. May 2008 - August 2010
RSM McGladrey, Inc August 2000 - May 2008
McGladrey & Pullen LLP January 1975 - August 2000
Skills
Acquisition Integration, Due Diligence, IT Audit, Succession Planning, Exit Strategies, Business Development, Cost Segregation, Profit Maximization, Real Estate, Venture Capital, Tax Accounting, Income Tax, Mergers & Acquisitions, Tax, CPA, Financial Reporting, Sarbanes-Oxley Act, Leadership, GAAP, Strategy, Finance, SEC filings, Auditing, US GAAP, Business Valuation, Internal Controls, Business Planning, Executive Management, Enterprise Risk..., Management, Tax Advisory, Accounting, Corporate Tax, Tax Preparation, Financial Statements, International Tax, Sarbanes-Oxley, Assurance, Managerial Finance, Financial Accounting, Partnership Taxation, Financial Analysis, External Audit, Tax Research, Forensic Accounting, SEC Filings, Strategic Planning, Consulting, Management Consulting
Education
University of Iowa
Bachelor of Business Administration, Accounting
Steve Buccigross Steve Buccigross's RSM McGladrey, Inc. Experience December 2005 - June 2012
Job Principal at BlumShapiro
Industry Accounting
Experience
BlumShapiro August 2014 - Present
Feeley & Driscoll, P.C. July 2012 - August 2014
RSM McGladrey, Inc December 2005 - June 2012
Desktop Interactive, Inc. 2004 - 2005
Skills
CPA, GAAP, US GAAP, SEC filings, Internal Controls, Auditing, Corporate Tax, Assurance, Tax, Construction Accounting, Manufacturing and..., Non-Profits Accounting, Professional Services..., High Tech Accounting, •Tax Preparation for C..., Financial Reporting, Personal Financial..., Overhead Audits/State..., Overhead..., Succession Planning, Strategic Planning, Litigation Support, Mergers & Acquisitions, Strategic Planning &..., Business..., Government Contractor..., Executive Coaching, Fraud & Forensic..., Operations Analysis, Internal Controls..., Business Succession..., Technology Utilization..., Contract Audits, Tax Planning/Compliance, Budgeting, Project Management, Sarbanes-Oxley Act, Tax Research, External Audit, Tax Accounting, Partnership Taxation
Education
Bryant University 1997 — 2001
Bachelor of Science in Accounting
Bentley University
Currently pursuing MST
Shelton High School, Shelton, CT
BlumShapiro August 2014 - Present
Feeley & Driscoll, P.C. July 2012 - August 2014
RSM McGladrey, Inc December 2005 - June 2012
Desktop Interactive, Inc. 2004 - 2005
Skills
CPA, GAAP, US GAAP, SEC filings, Internal Controls, Auditing, Corporate Tax, Assurance, Tax, Construction Accounting, Manufacturing and..., Non-Profits Accounting, Professional Services..., High Tech Accounting, •Tax Preparation for C..., Financial Reporting, Personal Financial..., Overhead Audits/State..., Overhead..., Succession Planning, Strategic Planning, Litigation Support, Mergers & Acquisitions, Strategic Planning &..., Business..., Government Contractor..., Executive Coaching, Fraud & Forensic..., Operations Analysis, Internal Controls..., Business Succession..., Technology Utilization..., Contract Audits, Tax Planning/Compliance, Budgeting, Project Management, Sarbanes-Oxley Act, Tax Research, External Audit, Tax Accounting, Partnership Taxation
Education
Bryant University 1997 — 2001
Bachelor of Science in Accounting
Bentley University
Currently pursuing MST
Shelton High School, Shelton, CT
Margaret Pearl Douglas, CPA Margaret Pearl Douglas, CPA's RSM McGladrey, Inc. Experience 2005 - 2008
Job Entertainment Tax Specialist
Industry Accounting
Experience
Gelfand, Rennert & Feldman June 2011 - Present
Margolin, Winer & Evens LLP 2008 - 2009
RSM McGladrey, Inc 2005 - 2008
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BS, Accounting
Gelfand, Rennert & Feldman June 2011 - Present
Margolin, Winer & Evens LLP 2008 - 2009
RSM McGladrey, Inc 2005 - 2008
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BS, Accounting
Mark Gaines's RSM McGladrey, Inc. Experience October 2005 - November 2011
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2005 - Present
McGladrey & Pullen 2005 - January 2012
RSM McGladrey, Inc. October 2005 - November 2011
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin and Glasser LP 1978 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Valuation, Product Management
Education
University of Illinois at Chicago 1974 — 1978
BS, Accounting
Niles East High School
McGladrey LLP November 2005 - Present
McGladrey & Pullen 2005 - January 2012
RSM McGladrey, Inc. October 2005 - November 2011
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin and Glasser LP 1978 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Valuation, Product Management
Education
University of Illinois at Chicago 1974 — 1978
BS, Accounting
Niles East High School
Daphne Scott Daphne Scott's RSM McGladrey, Inc. Experience July 2005 - August 2011
Job Executive Assistant
Industry Financial Services
Experience
Millward Brown March 2013 - April 2013
ClickGlobal, inc. August 2012 - December 2012
Northern Trust Corporation (Remote Mobility Services Division) September 2011 - April 2012
RSM McGladrey, Inc July 2005 - August 2011
Columbia College Chicago November 2001 - June 2004
Julian J. Studley, Inc January 1999 - January 2000
Jones Lange LaSalle, Inc January 1996 - January 1999
Education
Columbia College
Indiana University
New Horizon Technologies, Inc
Millward Brown March 2013 - April 2013
ClickGlobal, inc. August 2012 - December 2012
Northern Trust Corporation (Remote Mobility Services Division) September 2011 - April 2012
RSM McGladrey, Inc July 2005 - August 2011
Columbia College Chicago November 2001 - June 2004
Julian J. Studley, Inc January 1999 - January 2000
Jones Lange LaSalle, Inc January 1996 - January 1999
Education
Columbia College
Indiana University
New Horizon Technologies, Inc
Scott Roenigk Scott Roenigk's RSM McGladrey, Inc. Experience January 2006 - April 2009
Job Making new friends at work and in the community.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
Terri Burks's RSM McGladrey, Inc. Experience March 1998 - February 2000
Job CFO at Goodwill Industries of Michiana, Inc.
Industry Nonprofit Organization Management
Experience
Goodwill Industries of Michiana, Inc. February 2000 - Present
RSM McGladrey, Inc March 1998 - February 2000
Skills
Strategic Planning, Non-profits, Financial Reporting, QuickBooks, Nonprofits, Accounting, Microsoft Excel, Financial Analysis, Budgets, Human Resources, Leadership, Customer Service, Policy, Microsoft Office, Payroll, Training, Team Building, Forecasting, Business Planning, Employee Relations, Supervisory Skills, Finance, Managerial Finance, Coaching, Fundraising
Education
Indiana Institute of Technology
Goodwill Industries of Michiana, Inc. February 2000 - Present
RSM McGladrey, Inc March 1998 - February 2000
Skills
Strategic Planning, Non-profits, Financial Reporting, QuickBooks, Nonprofits, Accounting, Microsoft Excel, Financial Analysis, Budgets, Human Resources, Leadership, Customer Service, Policy, Microsoft Office, Payroll, Training, Team Building, Forecasting, Business Planning, Employee Relations, Supervisory Skills, Finance, Managerial Finance, Coaching, Fundraising
Education
Indiana Institute of Technology
Ki Seok Kim Ki Seok Kim's RSM McGladrey, Inc. Experience 2000 - 2003
Job CPA
Industry Accounting
Experience
Kim Shin & Park, CPAs 2003 - Present
RSM McGladrey, Inc. 2000 - 2003
Charles J. Gries & Company LLP 1997 - 2000
Skills
Accounting, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Income Tax, SEC filings, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Preparation, GAAP
Education
University of Illinois at Chicago
Accounting
Kim Shin & Park, CPAs 2003 - Present
RSM McGladrey, Inc. 2000 - 2003
Charles J. Gries & Company LLP 1997 - 2000
Skills
Accounting, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Income Tax, SEC filings, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Preparation, GAAP
Education
University of Illinois at Chicago
Accounting
Jim Hedges's RSM McGladrey, Inc. Experience October 2004 - January 2009
Job Senior Accout Executive, The New York Grant Co.We find Economic Development & Energy Incentives
Industry Financial Services
Experience
New York Grant Company Senior Account Executive & Sales ManagerThe New York Grant CompanyJanuary 2014 - Present
Northwestern Mutual 2011 - January 2014
HedgeRow Sales Consulting, LLC March 2010 - June 2011
Accume Partners February 2009 - March 2010
RSM McGladrey, Inc. October 2004 - January 2009
HedgeRow Consulting, LLC September 2002 - January 2005
PricewaterhouseCoopers 1999 - 2003
Deutsche Bank Alex Brown 1983 - 1999
Skills
Business Development, Entrepreneurship, Leadership, Management, Sales, Due Diligence, Consulting, Strategic Financial..., Incentive Programs, Economic Development, Mergers & Acquisitions, Management Consulting, Strategy, Environmental Incentives, Start-ups, Business Planning
Education
Saint Lawrence University 1977 — 1980
BA
Taft School
New York Grant Company Senior Account Executive & Sales ManagerThe New York Grant CompanyJanuary 2014 - Present
Northwestern Mutual 2011 - January 2014
HedgeRow Sales Consulting, LLC March 2010 - June 2011
Accume Partners February 2009 - March 2010
RSM McGladrey, Inc. October 2004 - January 2009
HedgeRow Consulting, LLC September 2002 - January 2005
PricewaterhouseCoopers 1999 - 2003
Deutsche Bank Alex Brown 1983 - 1999
Skills
Business Development, Entrepreneurship, Leadership, Management, Sales, Due Diligence, Consulting, Strategic Financial..., Incentive Programs, Economic Development, Mergers & Acquisitions, Management Consulting, Strategy, Environmental Incentives, Start-ups, Business Planning
Education
Saint Lawrence University 1977 — 1980
BA
Taft School
Justin Cox Justin Cox's RSM McGladrey, Inc. Experience June 2009 - August 2009
Job Senior Financial Reporting Accountant at Kiewit
Industry Accounting
Experience
Kiewit August 2014 - Present
Lutz & Company January 2013 - July 2014
Physicians Mutual March 2011 - December 2012
Physicians Mutual August 2010 - February 2011
RSM McGladrey, Inc June 2009 - August 2009
Skills
Accounting, Auditing, Internal Audit, Internal Controls, Financial Accounting, Tax Returns, Finance, Financial Reporting, Financial Analysis, Account Reconciliation, Management, Sarbanes-Oxley Act, Data Analysis, Tax Preparation, Cost Accounting
Education
Doane College 2006 — 2010
B.A., Accounting & Business Administration
Kiewit August 2014 - Present
Lutz & Company January 2013 - July 2014
Physicians Mutual March 2011 - December 2012
Physicians Mutual August 2010 - February 2011
RSM McGladrey, Inc June 2009 - August 2009
Skills
Accounting, Auditing, Internal Audit, Internal Controls, Financial Accounting, Tax Returns, Finance, Financial Reporting, Financial Analysis, Account Reconciliation, Management, Sarbanes-Oxley Act, Data Analysis, Tax Preparation, Cost Accounting
Education
Doane College 2006 — 2010
B.A., Accounting & Business Administration
Jesse Costigan Jesse Costigan's RSM McGladrey, Inc. Experience January 2009 - April 2009
Job Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey October 2010 - Present
West Liberty Foods May 2009 - August 2009
RSM McGladrey, Inc. January 2009 - April 2009
West Liberty Foods May 2008 - December 2008
Education
University of Northern Iowa 2009 — 2010
MAcc, Accounting
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Accounting
Turkey Valley
McGladrey October 2010 - Present
West Liberty Foods May 2009 - August 2009
RSM McGladrey, Inc. January 2009 - April 2009
West Liberty Foods May 2008 - December 2008
Education
University of Northern Iowa 2009 — 2010
MAcc, Accounting
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
BBA, Accounting
Turkey Valley
Erika Orr Erika Orr's RSM McGladrey, Inc. Experience October 2010 - September 2011
Job Family Law Attorney
Industry Law Practice
Experience
Orr Law Group, Ltd. October 2011 - Present
Loyola University Chicago January 2012 - May 2012
RSM McGladrey, Inc. October 2010 - September 2011
Ernst & Young LLP January 2007 - October 2010
AON Corporation 2003 - 2006
Skills
Adoption, Litigation, Legal Assistance, Legal Issues, International Tax, Separation, Tax, Mediation, Courts, Family Law, Appeals, Tax Law, Mergers, Bankruptcy, Corporate Governance, Corporate Law, Legal Writing, Legal Research, Mergers
Education
University of Chicago Booth School of Business 2000 — 2003
MBA, Marketing and Entrepreneurship
University of Illinois College of Law 1995 — 1998
JD, Law
University of Chicago 1991 — 1995
B.A., English Literature and Language
Whitney M. Young Magnet High School 1988 — 1991
High School Diploma
Orr Law Group, Ltd. October 2011 - Present
Loyola University Chicago January 2012 - May 2012
RSM McGladrey, Inc. October 2010 - September 2011
Ernst & Young LLP January 2007 - October 2010
AON Corporation 2003 - 2006
Skills
Adoption, Litigation, Legal Assistance, Legal Issues, International Tax, Separation, Tax, Mediation, Courts, Family Law, Appeals, Tax Law, Mergers, Bankruptcy, Corporate Governance, Corporate Law, Legal Writing, Legal Research, Mergers
Education
University of Chicago Booth School of Business 2000 — 2003
MBA, Marketing and Entrepreneurship
University of Illinois College of Law 1995 — 1998
JD, Law
University of Chicago 1991 — 1995
B.A., English Literature and Language
Whitney M. Young Magnet High School 1988 — 1991
High School Diploma
Ann Pollock Ann Pollock's RSM McGladrey, Inc. Experience September 1995 - June 1998
Job Chief Financial Officer at Iowa Prison Industries
Industry Accounting
Experience
Iowa Prison Industries February 2015 - Present
Prosperio Group (formerly Cygnal TLC) June 2011 - November 2014
CRST Logistics June 1998 - June 2011
RSM McGladrey, Inc. September 1995 - June 1998
Skills
Transportation, Logistics, Supply Chain, Freight, Warehousing, 3PL, Management Consulting, Process Improvement, Forecasting, Supply Chain Management, Operations Management, Logistics Management, Trucking, Managerial Finance, Strategic Planning, LTL, Income Statement, Budget, Financial Reporting, Negotiation, Leadership, Pricing, P&L, Transportation..., Management, Budgets
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Accounting
Iowa Prison Industries February 2015 - Present
Prosperio Group (formerly Cygnal TLC) June 2011 - November 2014
CRST Logistics June 1998 - June 2011
RSM McGladrey, Inc. September 1995 - June 1998
Skills
Transportation, Logistics, Supply Chain, Freight, Warehousing, 3PL, Management Consulting, Process Improvement, Forecasting, Supply Chain Management, Operations Management, Logistics Management, Trucking, Managerial Finance, Strategic Planning, LTL, Income Statement, Budget, Financial Reporting, Negotiation, Leadership, Pricing, P&L, Transportation..., Management, Budgets
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Accounting
James D. Joinson, CPA's RSM McGladrey, Inc. Experience July 1998 - June 2004
Job Senior Tax Professional
Industry Accounting
Experience
James Joinson, CPA January 2015 - September 2015
CBIZ Mayer Hoffman McCann, LLC January 2011 - December 2014
Caler Donten Levine, P.A. November 2008 - December 2010
SEACOR HOLDINGS, INC. June 2004 - November 2008
RSM McGLADREY, INC. July 1998 - June 2004
McGladrey & Pullen August 1996 - July 1998
Millward and Company, CPA's December 1992 - July 1996
Texhoma Contractors, Inc. May 1988 - August 1991
Skills
FAS 109, ASC 740, State Taxation, International Tax, Corporate Tax, FIN 48, US Tax, GAAP, Tax Research, Partnership Taxation, Tax Accounting, US GAAP, SEC filings, Income Tax, Sales Tax, High Net Worth..., FAS109, Tax Preparation, ProSystem fx Tax, Tax Law, Spanish-speaking, Spanish-English
Education
Tulane University - A.B. Freeman School of Business 1988 — 1992
BSM, Accounting & Finance Degrees
Brother Martin High School, New Orleans, LA 1983 — 1987
Honors
James Joinson, CPA January 2015 - September 2015
CBIZ Mayer Hoffman McCann, LLC January 2011 - December 2014
Caler Donten Levine, P.A. November 2008 - December 2010
SEACOR HOLDINGS, INC. June 2004 - November 2008
RSM McGLADREY, INC. July 1998 - June 2004
McGladrey & Pullen August 1996 - July 1998
Millward and Company, CPA's December 1992 - July 1996
Texhoma Contractors, Inc. May 1988 - August 1991
Skills
FAS 109, ASC 740, State Taxation, International Tax, Corporate Tax, FIN 48, US Tax, GAAP, Tax Research, Partnership Taxation, Tax Accounting, US GAAP, SEC filings, Income Tax, Sales Tax, High Net Worth..., FAS109, Tax Preparation, ProSystem fx Tax, Tax Law, Spanish-speaking, Spanish-English
Education
Tulane University - A.B. Freeman School of Business 1988 — 1992
BSM, Accounting & Finance Degrees
Brother Martin High School, New Orleans, LA 1983 — 1987
Honors
Camille Singh Camille Singh's RSM McGladrey, Inc. Experience October 2009 - October 2011
Job Senior Associate at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group January 2015 - Present
McGladrey October 2011 - December 2014
RSM McGladrey, Inc. October 2009 - October 2011
Broadridge Financial Solutions June 2009 - October 2009
Markle Foundation December 2006 - June 2009
North Shore LIJ Health System March 2004 - September 2006
Office of City Councilman James Gennaro June 2005 - September 2005
Skills
Accounting, Accounts Payable, Financial Statements, Financial Accounting, Auditing, Microsoft Excel, Financial Reporting, Tax, QuickBooks, Microsoft Word, Outlook, Invoicing, PowerPoint, Microsoft Office, Budgets, Accounts Receivable, Access, Excel, Word, Internal Controls, Data Analysis, Customer Service
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2011
BS/MS, Public Accounting
Benjamin N. Cardozo High School 2002 — 2006
High School Diploma
The Siegfried Group January 2015 - Present
McGladrey October 2011 - December 2014
RSM McGladrey, Inc. October 2009 - October 2011
Broadridge Financial Solutions June 2009 - October 2009
Markle Foundation December 2006 - June 2009
North Shore LIJ Health System March 2004 - September 2006
Office of City Councilman James Gennaro June 2005 - September 2005
Skills
Accounting, Accounts Payable, Financial Statements, Financial Accounting, Auditing, Microsoft Excel, Financial Reporting, Tax, QuickBooks, Microsoft Word, Outlook, Invoicing, PowerPoint, Microsoft Office, Budgets, Accounts Receivable, Access, Excel, Word, Internal Controls, Data Analysis, Customer Service
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2011
BS/MS, Public Accounting
Benjamin N. Cardozo High School 2002 — 2006
High School Diploma
Andrea Freund Andrea Freund's RSM McGladrey, Inc. Experience January 2006 - September 2007
Job Associate Director at RBC Capital Markets
Industry Accounting
Experience
RBC Capital Markets August 2015 - Present
RBC Capital Markets August 2015 - Present
Sia Partners September 2014 - August 2015
Resources Global Professionals December 2010 - September 2014
Consulting July 2013 - September 2013
AIG CONSUMER FINANCE GROUP, INC July 2008 - April 2010
ALTERNATIVE INVESTMENT SOLUTIONS October 2007 - May 2008
RSM McGladrey, Inc January 2006 - September 2007
LORING WARD GROUP, INC August 2005 - January 2006
THE PALLADIN GROUP February 1999 - August 2005
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, Finance, Internal Audit, Due Diligence, Account Reconciliation, General Ledger, US GAAP, GAAP, SEC filings, Process Improvement, Analysis, IFRS, Financial Accounting, Financial Statements, Strategic Financial..., Tax, Hedge Funds, Forecasting, Financial Modeling, Risk Management, Sarbanes-Oxley Act, Financial Risk, Variance Analysis, Consolidation, Financial Services, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1997
BS, Accountancy
Pace University - Lubin School of Business 1986 — 1990
RBC Capital Markets August 2015 - Present
RBC Capital Markets August 2015 - Present
Sia Partners September 2014 - August 2015
Resources Global Professionals December 2010 - September 2014
Consulting July 2013 - September 2013
AIG CONSUMER FINANCE GROUP, INC July 2008 - April 2010
ALTERNATIVE INVESTMENT SOLUTIONS October 2007 - May 2008
RSM McGladrey, Inc January 2006 - September 2007
LORING WARD GROUP, INC August 2005 - January 2006
THE PALLADIN GROUP February 1999 - August 2005
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, Finance, Internal Audit, Due Diligence, Account Reconciliation, General Ledger, US GAAP, GAAP, SEC filings, Process Improvement, Analysis, IFRS, Financial Accounting, Financial Statements, Strategic Financial..., Tax, Hedge Funds, Forecasting, Financial Modeling, Risk Management, Sarbanes-Oxley Act, Financial Risk, Variance Analysis, Consolidation, Financial Services, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1997
BS, Accountancy
Pace University - Lubin School of Business 1986 — 1990
Micah Wells, CISA Micah Wells, CISA's RSM McGladrey, Inc. Experience October 2010 - December 2011
Job Security Governance Lead, IS at Rapid7
Industry Computer & Network Security
Experience
Rapid7 May 2015 - Present
McGladrey LLP January 2012 - Present
RSM McGladrey, Inc October 2010 - December 2011
Grant Thornton December 2009 - October 2010
The Weymouth Club May 2009 - December 2009
Houghton Mifflin June 2008 - September 2008
The Weymouth Club September 2003 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Auditing, Outlook, Customer Service, Data Analysis, Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Strategic Planning, Access, Process Improvement, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Finance and Operations Management
University of Arizona, Eller College of Management 2005 — 2007
Rapid7 May 2015 - Present
McGladrey LLP January 2012 - Present
RSM McGladrey, Inc October 2010 - December 2011
Grant Thornton December 2009 - October 2010
The Weymouth Club May 2009 - December 2009
Houghton Mifflin June 2008 - September 2008
The Weymouth Club September 2003 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Auditing, Outlook, Customer Service, Data Analysis, Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Strategic Planning, Access, Process Improvement, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Finance and Operations Management
University of Arizona, Eller College of Management 2005 — 2007
Laura Huntley's RSM McGladrey, Inc. Experience August 2006 - August 2007
Job Manager Risk and Compliance at Protiviti
Industry Management Consulting
Experience
Protiviti April 2015 - Present
Eltman, Eltman and Cooper August 2014 - April 2015
Blatt, Hasenmiller, Leibsker & Moore, LLC September 2007 - August 2014
RSM McGladrey, Inc August 2006 - August 2007
Skills
Civil Litigation, Litigation, Compliance Management, Risk Assessment, Regulatory Compliance, Risk Management, Arbitration, Financial Regulation, Legal Writing, Courts, Legal Research, Mediation, Commercial Litigation, Employment Law, Pleadings, Trials
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D., Law
University of Alabama at Birmingham 2000 — 2003
Bachelor of Arts, Political Science and Psychology (Neuroscience)
Protiviti April 2015 - Present
Eltman, Eltman and Cooper August 2014 - April 2015
Blatt, Hasenmiller, Leibsker & Moore, LLC September 2007 - August 2014
RSM McGladrey, Inc August 2006 - August 2007
Skills
Civil Litigation, Litigation, Compliance Management, Risk Assessment, Regulatory Compliance, Risk Management, Arbitration, Financial Regulation, Legal Writing, Courts, Legal Research, Mediation, Commercial Litigation, Employment Law, Pleadings, Trials
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D., Law
University of Alabama at Birmingham 2000 — 2003
Bachelor of Arts, Political Science and Psychology (Neuroscience)
Alexandra Ascuena Alexandra Ascuena's RSM McGladrey, Inc. Experience January 2007 - May 2010
Job Senior Tax Accountant at Glick and Associates, Tax Professionals
Industry Accounting
Experience
Glick and Associates, Tax Professionals August 2013 - Present
Bridge City Advisors, LLC January 2012 - Present
Ray Jordan, P.C. August 2010 - January 2012
RSM McGladrey, Inc January 2007 - May 2010
Skills
Corporate Tax, Tax Preparation, Accounting, CPA, Tax, Partnership Taxation, Tax Accounting, Tax Research
Education
Portland State University - School of Business 2011 — 2013
Post-Baccalaureate, Accounting
California State University-Fullerton - College of Business and Economics 2005 — 2007
BA, Accounting
Glick and Associates, Tax Professionals August 2013 - Present
Bridge City Advisors, LLC January 2012 - Present
Ray Jordan, P.C. August 2010 - January 2012
RSM McGladrey, Inc January 2007 - May 2010
Skills
Corporate Tax, Tax Preparation, Accounting, CPA, Tax, Partnership Taxation, Tax Accounting, Tax Research
Education
Portland State University - School of Business 2011 — 2013
Post-Baccalaureate, Accounting
California State University-Fullerton - College of Business and Economics 2005 — 2007
BA, Accounting
Cindy Slavin Cindy Slavin's RSM McGladrey, Inc. Experience 2002 - 2005
Job Owner, Cherry Pie Designs
Industry Arts and Crafts
Experience
Cherry Pie Designs October 2009 - Present
RSM McGladrey, Inc. 2002 - 2005
PwC 1997 - 2000
Skills
Scrapbooking, Public Relations, Website Management, Customer Satisfaction, Art Design, Drawing, Decorative Painting, Entrepreneurship, Graphic Design, Human Resources, Marketing, Painting, Recruiting, Social Media, Social Networking, Time Management, Webmaster Services, Small Business
Education
The University of Texas at San Antonio 1992 — 1995
BBA, Human Resources Management
Cherry Pie Designs October 2009 - Present
RSM McGladrey, Inc. 2002 - 2005
PwC 1997 - 2000
Skills
Scrapbooking, Public Relations, Website Management, Customer Satisfaction, Art Design, Drawing, Decorative Painting, Entrepreneurship, Graphic Design, Human Resources, Marketing, Painting, Recruiting, Social Media, Social Networking, Time Management, Webmaster Services, Small Business
Education
The University of Texas at San Antonio 1992 — 1995
BBA, Human Resources Management
Efrain Martinez Efrain Martinez's RSM McGladrey, Inc. Experience August 2011 - January 2012
Job SVP & Director of BSA/Compliance at Inter National Bank
Industry Banking
Experience
Inter National Bank June 2013 - Present
Lone Star National Bank April 2012 - May 2013
Security Bank NA February 2012 - March 2012
RSM McGladrey, Inc. August 2011 - January 2012
Ocean Bank September 2009 - May 2011
Gibraltar Private Bank & Trust 2006 - 2008
The International Bank of Miami, N.A. 2000 - 2006
Scotiabank 1998 - 2000
Banco Santander 1993 - 1998
Ocean Bank 1990 - 1993
Skills
AML, Bank Secrecy Act, OFAC, Banking, Internal Audit, Risk Management, KYC, USA PATRIOT Act, Auditing, CIP, Business Ethics, Loans, Team Leadership, Sanction, Due Diligence, Enterprise Risk..., Fraud, Financial Institutions, Financial Risk, Credit, Private Banking, Risk Assessment, Operational Risk, ACH, Operational Risk..., Commercial Lending, Credit Risk, Retail Banking, Financial Services, Credit Analysis, Consumer Lending, Anti Money Laundering, Small Business Lending, Financial Regulation, Core Banking, Cash Management, Wealth Management, Mortgage Lending, Certified Fraud Examiner, Treasury Management, Payments, Securities, Commercial Banking, Portfolio Management, Internet Banking, Branch Banking, Finance, Capital Markets, Cross Selling, Financial Analysis
Education
Universidad de Puerto Rico
BBA, Accounting
Inter National Bank June 2013 - Present
Lone Star National Bank April 2012 - May 2013
Security Bank NA February 2012 - March 2012
RSM McGladrey, Inc. August 2011 - January 2012
Ocean Bank September 2009 - May 2011
Gibraltar Private Bank & Trust 2006 - 2008
The International Bank of Miami, N.A. 2000 - 2006
Scotiabank 1998 - 2000
Banco Santander 1993 - 1998
Ocean Bank 1990 - 1993
Skills
AML, Bank Secrecy Act, OFAC, Banking, Internal Audit, Risk Management, KYC, USA PATRIOT Act, Auditing, CIP, Business Ethics, Loans, Team Leadership, Sanction, Due Diligence, Enterprise Risk..., Fraud, Financial Institutions, Financial Risk, Credit, Private Banking, Risk Assessment, Operational Risk, ACH, Operational Risk..., Commercial Lending, Credit Risk, Retail Banking, Financial Services, Credit Analysis, Consumer Lending, Anti Money Laundering, Small Business Lending, Financial Regulation, Core Banking, Cash Management, Wealth Management, Mortgage Lending, Certified Fraud Examiner, Treasury Management, Payments, Securities, Commercial Banking, Portfolio Management, Internet Banking, Branch Banking, Finance, Capital Markets, Cross Selling, Financial Analysis
Education
Universidad de Puerto Rico
BBA, Accounting
Steve Dooley Steve Dooley's RSM McGladrey, Inc. Experience May 1982 - August 2011
Job Attorney and Financial Planner at Woodman & Eaton PC
Industry Accounting
Experience
Woodman & Eaton PC March 2013 - Present
RSM McGladrey, Inc May 1982 - August 2011
Skills
Leadership, Internal Controls, Human Resources, Tax, Auditing, Team Leadership, Accounting, US GAAP, Strategy, Forensic Accounting, Financial Reporting, CPA, Income Tax, Tax Accounting, Sarbanes-Oxley Act, Finance, Marketing, GAAP, Corporate Tax, Tax Research
Education
Suffolk University Law School
J.D., Law
University of Chicago GSB
Certificate in Business Management
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Taxation
Boston College
MBA, Finance
Boston College
BA, Economics
Woodman & Eaton PC March 2013 - Present
RSM McGladrey, Inc May 1982 - August 2011
Skills
Leadership, Internal Controls, Human Resources, Tax, Auditing, Team Leadership, Accounting, US GAAP, Strategy, Forensic Accounting, Financial Reporting, CPA, Income Tax, Tax Accounting, Sarbanes-Oxley Act, Finance, Marketing, GAAP, Corporate Tax, Tax Research
Education
Suffolk University Law School
J.D., Law
University of Chicago GSB
Certificate in Business Management
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Taxation
Boston College
MBA, Finance
Boston College
BA, Economics
Mike Aumiller, CPA, Esq. Mike Aumiller, CPA, Esq.'s RSM McGladrey, Inc. Experience November 1991 - April 2008
Job President, Government Contract Advisors, LLC
Industry Management Consulting
Experience
Government Contract Advisors, LLC January 2012 - Present
Aronson LLC February 2011 - February 2012
Government Contract Advisors, LLC, Extensive Experience. Strategic Solutions June 2010 - February 2011
CCE, Inc April 2008 - May 2010
RSM McGladrey, Inc November 1991 - April 2008
ARINC 1989 - 1991
Skills
Mergers & Acquisitions, Government Contracting, Due Diligence, FAR, Strategy, Auditing, Government Procurement, Accounting, Finance, DCAA, Consulting, Investments, Logistics, Program Management, Process Improvement
Education
University of Baltimore School of Law 1990 — 1995
JD, Government Contracts
University of Baltimore 1985 — 1990
MBA, Finance
Loyola University Maryland 1976 — 1980
B.A., Business Adminstration
Government Contract Advisors, LLC January 2012 - Present
Aronson LLC February 2011 - February 2012
Government Contract Advisors, LLC, Extensive Experience. Strategic Solutions June 2010 - February 2011
CCE, Inc April 2008 - May 2010
RSM McGladrey, Inc November 1991 - April 2008
ARINC 1989 - 1991
Skills
Mergers & Acquisitions, Government Contracting, Due Diligence, FAR, Strategy, Auditing, Government Procurement, Accounting, Finance, DCAA, Consulting, Investments, Logistics, Program Management, Process Improvement
Education
University of Baltimore School of Law 1990 — 1995
JD, Government Contracts
University of Baltimore 1985 — 1990
MBA, Finance
Loyola University Maryland 1976 — 1980
B.A., Business Adminstration
Bob Florio's RSM McGladrey, Inc. Experience 1998 - 2000
Job Director of Finance at Barrington Orthopedic Specialists Ltd.
Industry Hospital & Health Care
Experience
Barrington Orthopedic Specialists Ltd. 2015 - Present
Marco & Associates 2015 - 2015
Nephrology Associates of Northern Illinois (NANI) 2013 - 2015
TSI - Transforming Solutions Inc. 2012 - 2012
Chiro One Wellness Centers 2007 - 2012
American Chartered Bank 2002 - 2007
Harris Bank 2000 - 2002
RSM McGladrey, Inc 1998 - 2000
First Chicago NBD Bank (now JPMorgan Chase) 1988 - 1998
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Cornell University
Master’s Degree, School of Operations Research & Industrial Engineering
Cornell University
Bachelor’s Degree, School of Operations Research & Industrial Engineering
Barrington Orthopedic Specialists Ltd. 2015 - Present
Marco & Associates 2015 - 2015
Nephrology Associates of Northern Illinois (NANI) 2013 - 2015
TSI - Transforming Solutions Inc. 2012 - 2012
Chiro One Wellness Centers 2007 - 2012
American Chartered Bank 2002 - 2007
Harris Bank 2000 - 2002
RSM McGladrey, Inc 1998 - 2000
First Chicago NBD Bank (now JPMorgan Chase) 1988 - 1998
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Cornell University
Master’s Degree, School of Operations Research & Industrial Engineering
Cornell University
Bachelor’s Degree, School of Operations Research & Industrial Engineering
Shoshana Yavneh Shoshana Yavneh's RSM McGladrey, Inc. Experience July 2009 - February 2012
Job CPA
Industry Real Estate
Experience
Clipper Equity, LLC February 2012 - Present
RSM McGladrey, Inc. July 2009 - February 2012
McGladrey & Pullen, LLP July 2006 - June 2009
Leshkowitz & Company, LLP January 2004 - June 2006
Skills
GAAP, Financial Reporting, Income Tax, FIN 48, SEC filings, Financial Analysis, Real Estate, FAS 109 / ASC 740, Real Estate Transactions, Real Estate Development, Acquisitions
Education
Touro College 2000 — 2003
B.S., Accounting
Clipper Equity, LLC February 2012 - Present
RSM McGladrey, Inc. July 2009 - February 2012
McGladrey & Pullen, LLP July 2006 - June 2009
Leshkowitz & Company, LLP January 2004 - June 2006
Skills
GAAP, Financial Reporting, Income Tax, FIN 48, SEC filings, Financial Analysis, Real Estate, FAS 109 / ASC 740, Real Estate Transactions, Real Estate Development, Acquisitions
Education
Touro College 2000 — 2003
B.S., Accounting
Matt Talcoff's RSM McGladrey, Inc. Experience July 2010 - December 2011
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey August 2008 - Present
RSM McGladrey, Inc July 2010 - December 2011
Caturano and Company August 2008 - July 2010
Braver PC December 2006 - July 2008
Ernst & Young Boston 1989 - 2007
Ernst & Young September 1989 - December 2006
Skills
CPA, Income Tax, Corporate Tax, Accounting, Auditing, Corporate Law, Due Diligence, Financial Analysis, Financial Reporting, GAAP, International Tax, Leadership, Management, Mergers, Partnership Taxation, SEC Filings, SEC filings, Tax, Tax Accounting, Tax Preparation, Tax Research, US GAAP, Internal Controls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
Masters, Tax
Bentley University 1985 — 1989
McGladrey August 2008 - Present
RSM McGladrey, Inc July 2010 - December 2011
Caturano and Company August 2008 - July 2010
Braver PC December 2006 - July 2008
Ernst & Young Boston 1989 - 2007
Ernst & Young September 1989 - December 2006
Skills
CPA, Income Tax, Corporate Tax, Accounting, Auditing, Corporate Law, Due Diligence, Financial Analysis, Financial Reporting, GAAP, International Tax, Leadership, Management, Mergers, Partnership Taxation, SEC Filings, SEC filings, Tax, Tax Accounting, Tax Preparation, Tax Research, US GAAP, Internal Controls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
Masters, Tax
Bentley University 1985 — 1989
John D. Hall, CPA, MST John D. Hall, CPA, MST's RSM McGladrey, Inc. Experience 1998 - 2006
Job President; J. Hall & Associates, Inc.
Industry Accounting
Experience
J. Hall & Associates, Inc. 1995 - Present
McGladrey & Pullen 2005 - 2006
RSM McGladrey, Inc. 1998 - 2006
Hausser + Taylor, LLC August 1995 - November 2005
Ernst & Young 1986 - 1995
Skills
Tax, Accounting, Finance, Project Planning, Time Management, High Net Worth..., CPA, Security, Corporate Tax, Income Tax, Tax Preparation, Tax Research
Education
The University of Akron 1995 — 1998
MBA, Taxation
University of Toledo College of Law 1986 — 1987
Juris Doctor, Law
University of Toledo 1982 — 1986
BBA, Accounting
J. Hall & Associates, Inc. 1995 - Present
McGladrey & Pullen 2005 - 2006
RSM McGladrey, Inc. 1998 - 2006
Hausser + Taylor, LLC August 1995 - November 2005
Ernst & Young 1986 - 1995
Skills
Tax, Accounting, Finance, Project Planning, Time Management, High Net Worth..., CPA, Security, Corporate Tax, Income Tax, Tax Preparation, Tax Research
Education
The University of Akron 1995 — 1998
MBA, Taxation
University of Toledo College of Law 1986 — 1987
Juris Doctor, Law
University of Toledo 1982 — 1986
BBA, Accounting
John Ritchie John Ritchie's RSM McGladrey, Inc. Experience September 2005 - February 2008
Job President at Menard Consulting, Inc. Actuaries & Consultants
Industry Insurance
Experience
Menard Consulting, Inc. March 2011 - Present
Lockstone Advisors, LLC February 2008 - March 2011
RSM McGladrey, Inc. September 2005 - February 2008
Deloitte Consulting May 2003 - September 2005
Arthur Andersen LLP 2001 - 2003
Skills
Health Care Actuarial, Health Care Strategy, Healthcare, Actuarial Science, Employee Benefits, Defined Benefit, Risk Management, 401k, Health Insurance, Insurance, Enterprise Risk..., Compliance, Actuarial Consulting, Program Management, Pensions, Retirement, Investments, ERISA, CRM, Disability Insurance, Life Insurance, Finance, Health Savings Accounts, Managed Care, Retirement Planning, Underwriting, Long-term Care, Workers Compensation, Brokers, Retirement Plan..., Fixed Annuities, Term Life Insurance, Benefits Administration, Reinsurance, Claim, Medicare, COBRA, Profit Sharing, Health Care Reform, Captives, Group Insurance, Commercial Insurance, Property & Casualty..., Financial Planners, Executive Pay, Financial Risk, Professional Liability, Strategic Financial..., Financial Planning
Education
St. Norbert College 1983 — 1987
B.A., Mathematics, Business Administration
Weber High School 1979 — 1983
HS Diploma, College Prep
Menard Consulting, Inc. March 2011 - Present
Lockstone Advisors, LLC February 2008 - March 2011
RSM McGladrey, Inc. September 2005 - February 2008
Deloitte Consulting May 2003 - September 2005
Arthur Andersen LLP 2001 - 2003
Skills
Health Care Actuarial, Health Care Strategy, Healthcare, Actuarial Science, Employee Benefits, Defined Benefit, Risk Management, 401k, Health Insurance, Insurance, Enterprise Risk..., Compliance, Actuarial Consulting, Program Management, Pensions, Retirement, Investments, ERISA, CRM, Disability Insurance, Life Insurance, Finance, Health Savings Accounts, Managed Care, Retirement Planning, Underwriting, Long-term Care, Workers Compensation, Brokers, Retirement Plan..., Fixed Annuities, Term Life Insurance, Benefits Administration, Reinsurance, Claim, Medicare, COBRA, Profit Sharing, Health Care Reform, Captives, Group Insurance, Commercial Insurance, Property & Casualty..., Financial Planners, Executive Pay, Financial Risk, Professional Liability, Strategic Financial..., Financial Planning
Education
St. Norbert College 1983 — 1987
B.A., Mathematics, Business Administration
Weber High School 1979 — 1983
HS Diploma, College Prep
Lisa Vicich Lisa Vicich's RSM McGladrey, Inc. Experience December 2003 - February 2010
Job CPA
Industry Accounting
Experience
Raich Ende Malter & Co., LLP July 2015 - Present
J.H. Cohn LLP February 2010 - December 2014
RSM McGladrey, Inc. December 2003 - February 2010
KPMG January 2007 - May 2008
Skills
Tax Research, Partnership Taxation, Corporate Tax, Tax, Tax Accounting, CPA, GAAP, Income Tax, Accounting, Tax Preparation, International Tax, Tax Advisory, Tax Returns, US GAAP, SEC filings
Education
St. Joseph's College 1997 — 2000
B.S., Accounting
Raich Ende Malter & Co., LLP July 2015 - Present
J.H. Cohn LLP February 2010 - December 2014
RSM McGladrey, Inc. December 2003 - February 2010
KPMG January 2007 - May 2008
Skills
Tax Research, Partnership Taxation, Corporate Tax, Tax, Tax Accounting, CPA, GAAP, Income Tax, Accounting, Tax Preparation, International Tax, Tax Advisory, Tax Returns, US GAAP, SEC filings
Education
St. Joseph's College 1997 — 2000
B.S., Accounting
Rodi (Aurelia) Schreiner's RSM McGladrey, Inc. Experience September 2005 - May 2010
Job Senior Tax Accountant
Industry Accounting
Experience
Calvetti Ferguson June 2014 - Present
Layne Christensen June 2013 - June 2014
Merrill Corporation April 2011 - June 2013
RSM McGladrey, Inc September 2005 - May 2010
Skills
Tax, Research, Tax Accounting, Special..., International Tax..., Process Improvement, Due Diligence, Corporate Tax, Tax Preparation, Tax Returns, FIN 48, International Tax, Hyperion Enterprise, CPA, Fixed Assets, GAAP, SEC filings, SEC Filings, Financial Reporting, Accounting
Education
DePaul University 2008 — 2009
University of Phoenix 2004 — 2007
Bachelor of Science
Calvetti Ferguson June 2014 - Present
Layne Christensen June 2013 - June 2014
Merrill Corporation April 2011 - June 2013
RSM McGladrey, Inc September 2005 - May 2010
Skills
Tax, Research, Tax Accounting, Special..., International Tax..., Process Improvement, Due Diligence, Corporate Tax, Tax Preparation, Tax Returns, FIN 48, International Tax, Hyperion Enterprise, CPA, Fixed Assets, GAAP, SEC filings, SEC Filings, Financial Reporting, Accounting
Education
DePaul University 2008 — 2009
University of Phoenix 2004 — 2007
Bachelor of Science
Kurt Hansen Kurt Hansen's RSM McGladrey, Inc. Experience October 2004 - May 2006
Job Enterprise Network Manager at Uline
Industry Telecommunications
Experience
Expert Global Solutions February 2012 - October 2012
APAC Customer Services August 2008 - May 2012
APAC Customer Services May 2006 - August 2008
RSM McGladrey, Inc. October 2004 - May 2006
Sand Communications May 2000 - October 2004
Parsons Technology February 1988 - May 2000
North Bay Computer*Ware 1986 - 1988
Skills
Avaya, Call Center, Telephony, PBX, Telecommunications, IVR, Workforce Management, ACD, VoIP, Business Continuity, Data Networking, IT Architecture, Network Design, Networking, Disaster Recovery, Architecture, Security, Cisco Technologies, Troubleshooting, WAN, Call Centers, System Administration, Switches, Integration, Data Center, Contact Centers, Windows, Firewalls, LAN-WAN, Software Installation, Juniper, Outsourcing, Technical Support, Servers, Network Administration, Network Engineering, Information Technology, Hardware, Help Desk Support, CRM, Infrastructure, Vendor Management, Architectures, Avaya Technologies
Education
University of Iowa 1981 — 1987
B.S., Physics, Computer Science, Math
Expert Global Solutions February 2012 - October 2012
APAC Customer Services August 2008 - May 2012
APAC Customer Services May 2006 - August 2008
RSM McGladrey, Inc. October 2004 - May 2006
Sand Communications May 2000 - October 2004
Parsons Technology February 1988 - May 2000
North Bay Computer*Ware 1986 - 1988
Skills
Avaya, Call Center, Telephony, PBX, Telecommunications, IVR, Workforce Management, ACD, VoIP, Business Continuity, Data Networking, IT Architecture, Network Design, Networking, Disaster Recovery, Architecture, Security, Cisco Technologies, Troubleshooting, WAN, Call Centers, System Administration, Switches, Integration, Data Center, Contact Centers, Windows, Firewalls, LAN-WAN, Software Installation, Juniper, Outsourcing, Technical Support, Servers, Network Administration, Network Engineering, Information Technology, Hardware, Help Desk Support, CRM, Infrastructure, Vendor Management, Architectures, Avaya Technologies
Education
University of Iowa 1981 — 1987
B.S., Physics, Computer Science, Math
Jeffrey Mason Jeffrey Mason's RSM McGladrey, Inc. Experience 1999 - 2001
Job President & Partner at Pelion Actuarial Services, Inc
Industry Financial Services
Experience
Pelion Actuarial Services, Inc August 2011 - Present
Nidomi Financial Group January 2010 - October 2011
AdminiPower Worldwide, LLC January 2010 - June 2011
Brewer Investment Group, LLC February 2010 - October 2010
Retirement LLC 2009 - 2010
The Weiss Group, Inc. 2007 - 2009
First American Bank May 2005 - November 2007
The Weiss Group, Inc. 2002 - 2005
RSM McGladrey, Inc 1999 - 2001
US Navy August 1991 - August 1995
Skills
Asset Managment, Investments, Retirement Planning, 401k, Pension Administration, ERISA, Pensions, Defined Benefit, Finance, Asset Management, Employee Benefits, Retirement, Management, Financial Advisory, Financial Services, Investment Advisory, Mutual Funds
Education
Rock Valley College 1998 — 2000
AAS, Computer Science
Chaminade University of Honolulu 1994 — 1995
General Studies
Pelion Actuarial Services, Inc August 2011 - Present
Nidomi Financial Group January 2010 - October 2011
AdminiPower Worldwide, LLC January 2010 - June 2011
Brewer Investment Group, LLC February 2010 - October 2010
Retirement LLC 2009 - 2010
The Weiss Group, Inc. 2007 - 2009
First American Bank May 2005 - November 2007
The Weiss Group, Inc. 2002 - 2005
RSM McGladrey, Inc 1999 - 2001
US Navy August 1991 - August 1995
Skills
Asset Managment, Investments, Retirement Planning, 401k, Pension Administration, ERISA, Pensions, Defined Benefit, Finance, Asset Management, Employee Benefits, Retirement, Management, Financial Advisory, Financial Services, Investment Advisory, Mutual Funds
Education
Rock Valley College 1998 — 2000
AAS, Computer Science
Chaminade University of Honolulu 1994 — 1995
General Studies
Colbert, John's RSM McGladrey, Inc. Experience 2000 - May 2012
Job Former Partner at McGladrey & Pullen
Industry Accounting
Experience
RSM McGladrey, Inc 2000 - May 2012
McGladrey & Pullen November 1996 - May 2012
KPMG 1974 - 1982
Skills
GAAP, SEC filings, Auditing, Accounting, Internal Controls, CPA, US GAAP, Mergers & Acquisitions, Income Tax, Assurance, Financial Reporting, Forensic Accounting, Tax, Tax Research, Sarbanes-Oxley Act, Revenue Recognition, External Audit, Corporate Tax
Education
Boston College
BSBA, scl, Accounting
Roxbury Latin School
RSM McGladrey, Inc 2000 - May 2012
McGladrey & Pullen November 1996 - May 2012
KPMG 1974 - 1982
Skills
GAAP, SEC filings, Auditing, Accounting, Internal Controls, CPA, US GAAP, Mergers & Acquisitions, Income Tax, Assurance, Financial Reporting, Forensic Accounting, Tax, Tax Research, Sarbanes-Oxley Act, Revenue Recognition, External Audit, Corporate Tax
Education
Boston College
BSBA, scl, Accounting
Roxbury Latin School
Bryan Nelson's RSM McGladrey, Inc. Experience June 2003 - September 2005
Job Project Manager at MODIS
Industry Information Technology and Services
Experience
MODIS January 2015 - Present
Bridgepoint Education August 2011 - November 2014
Bridgepoint Education March 2007 - August 2011
Perot Systems Government Services September 2005 - February 2007
RSM McGladrey, Inc June 2003 - September 2005
Xerox Global Services, Inc November 1997 - June 2003
Skills
Process Improvement, Project Management, MS Project, Management, Software Documentation, Leadership, Training, Strategic Planning, IT Service Management, Program Management, PMP, Vendor Management, CRM, Customer Service, SDLC, Quality Assurance, SharePoint, Business Process..., Change Management, Enterprise Software, Business Acumen, Information Technology, Budgets, Networking, Consulting, Visio, IT Management, Cross-functional Team..., Team Leadership, Outlook, Outsourcing Management, Strategy, Help Desk Implementation, Microsoft Excel, Business Relationship..., Volunteering, Business Analysis, Business Process, ITIL, Resource Management, Project Planning, Business Intelligence, PMO, IT Strategy, Disaster Recovery, Integration, Software Project..., Requirements Gathering, Requirements Analysis, Analysis
Education
Ashford University 2007 — 2009
Masters of Organization Management, Organizational Managment
Marycrest International University 1993 — 1997
B.S, Computer Science; an Emphasis in Software Development
Riverdale High Schol 1989 — 1993
MODIS January 2015 - Present
Bridgepoint Education August 2011 - November 2014
Bridgepoint Education March 2007 - August 2011
Perot Systems Government Services September 2005 - February 2007
RSM McGladrey, Inc June 2003 - September 2005
Xerox Global Services, Inc November 1997 - June 2003
Skills
Process Improvement, Project Management, MS Project, Management, Software Documentation, Leadership, Training, Strategic Planning, IT Service Management, Program Management, PMP, Vendor Management, CRM, Customer Service, SDLC, Quality Assurance, SharePoint, Business Process..., Change Management, Enterprise Software, Business Acumen, Information Technology, Budgets, Networking, Consulting, Visio, IT Management, Cross-functional Team..., Team Leadership, Outlook, Outsourcing Management, Strategy, Help Desk Implementation, Microsoft Excel, Business Relationship..., Volunteering, Business Analysis, Business Process, ITIL, Resource Management, Project Planning, Business Intelligence, PMO, IT Strategy, Disaster Recovery, Integration, Software Project..., Requirements Gathering, Requirements Analysis, Analysis
Education
Ashford University 2007 — 2009
Masters of Organization Management, Organizational Managment
Marycrest International University 1993 — 1997
B.S, Computer Science; an Emphasis in Software Development
Riverdale High Schol 1989 — 1993
Susan Willey Susan Willey's RSM McGladrey, Inc. Experience January 1995 - November 2008
Job Director of Planned Giving at Greater Cedar Rapids Community Foundation
Industry Law Practice
Experience
Greater Cedar Rapids Community Foundation November 2014 - Present
Simmons Perrine Moyer Bergman PLC March 2008 - October 2014
RSM McGladrey, Inc. January 1995 - November 2008
McGladrey & Pullen 1990 - 2008
Skills
Estate Planning, Tax, Trusts, Wills, Corporate Tax, Tax-Exempt Organizations, Employee Benefits, Tax Controversy, Income Tax
Education
University of California, Hastings College of the Law 1975 — 1978
Doctor of Law (J.D.)
University of California, Los Angeles
A.B., cum laude, 1975, Political Science and Economics
Greater Cedar Rapids Community Foundation November 2014 - Present
Simmons Perrine Moyer Bergman PLC March 2008 - October 2014
RSM McGladrey, Inc. January 1995 - November 2008
McGladrey & Pullen 1990 - 2008
Skills
Estate Planning, Tax, Trusts, Wills, Corporate Tax, Tax-Exempt Organizations, Employee Benefits, Tax Controversy, Income Tax
Education
University of California, Hastings College of the Law 1975 — 1978
Doctor of Law (J.D.)
University of California, Los Angeles
A.B., cum laude, 1975, Political Science and Economics
Catharine Utvich's RSM McGladrey, Inc. Experience January 1996 - January 2004
Job Phenomenal Accountant Quick Books Pro Advisor & Sage Business Partner
Industry Accounting
Experience
Bradshaw & Associates August 2004 - May 2010
Maus & Hoffman, Inc August 2004 - September 2009
RSM McGladrey, Inc January 1996 - January 2004
C.R.P.C., Inc January 1994 - January 1996
ANZ McCaughan January 1986 - January 1992
Skills
Forecasting, Payroll, Accounting, Internal Controls, Auditing, Account Reconciliation, Tax, Financial Analysis, Journal Entries, Budgets, GAAP, Finance, Cost Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, General Ledger, US GAAP, Accounts Payable, Financial Statements, Accounts Receivable, Income Tax, Analysis, CPA, Corporate Tax, Revenue Recognition, SEC filings, Sarbanes-Oxley, Financial Accounting, Tax Returns, QuickBooks, Fixed Assets, Great Plains Software, Financial Audits, Consolidation, Cash Flow, Invoicing, Sales Tax, External Audit, Tax Preparation, Variance Analysis, Banking, Tax Accounting, Accruals, Cash Management, Peachtree, IFRS, Bank Reconciliation, Hyperion Enterprise, Cash Flow Forecasting
Education
University of Miami - School of Business 1983 — 1984
Master of Business Administration (MBA), Accounting and Finance
Florida International University 1981 — 1982
Bachelor of Arts (BA), Accounting and Finance
The George Washington University 1981 — 1981
Bachelor's degree, Economics
Florida International University 1980 — 1981
B.A, Economics & Accounting
Trinity University-Washington 1979 — 1980
Bachelor's degree, Economics
MLC 1965 — 1973
COMPUTER SKILLS
M.B.A, Finance & Accounting
Whiteman
mlc
Bradshaw & Associates August 2004 - May 2010
Maus & Hoffman, Inc August 2004 - September 2009
RSM McGladrey, Inc January 1996 - January 2004
C.R.P.C., Inc January 1994 - January 1996
ANZ McCaughan January 1986 - January 1992
Skills
Forecasting, Payroll, Accounting, Internal Controls, Auditing, Account Reconciliation, Tax, Financial Analysis, Journal Entries, Budgets, GAAP, Finance, Cost Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, General Ledger, US GAAP, Accounts Payable, Financial Statements, Accounts Receivable, Income Tax, Analysis, CPA, Corporate Tax, Revenue Recognition, SEC filings, Sarbanes-Oxley, Financial Accounting, Tax Returns, QuickBooks, Fixed Assets, Great Plains Software, Financial Audits, Consolidation, Cash Flow, Invoicing, Sales Tax, External Audit, Tax Preparation, Variance Analysis, Banking, Tax Accounting, Accruals, Cash Management, Peachtree, IFRS, Bank Reconciliation, Hyperion Enterprise, Cash Flow Forecasting
Education
University of Miami - School of Business 1983 — 1984
Master of Business Administration (MBA), Accounting and Finance
Florida International University 1981 — 1982
Bachelor of Arts (BA), Accounting and Finance
The George Washington University 1981 — 1981
Bachelor's degree, Economics
Florida International University 1980 — 1981
B.A, Economics & Accounting
Trinity University-Washington 1979 — 1980
Bachelor's degree, Economics
MLC 1965 — 1973
COMPUTER SKILLS
M.B.A, Finance & Accounting
Whiteman
mlc
James Allen, MBA, PMP James Allen, MBA, PMP's RSM McGladrey, Inc. Experience May 2005 - February 2009
Job Consultant at CDI Corp
Industry Information Technology and Services
Experience
CDI Corporation April 2014 - Present
University of Dubuque 2011 - Present
Signature Consultants October 2012 - March 2014
International Business Machines April 2010 - November 2012
IBM 2010 - 2011
NICC 2010 - 2011
ITT Technical Institute, Clive 117 March 2009 - November 2010
RSM McGladrey, Inc May 2005 - February 2009
PMI Central Iowa Chapter January 2006 - December 2008
AIB College of Business June 2004 - August 2005
Skills
IT Management, PMP, SDLC, Project Planning, Resource Management, Software Project..., Requirements Gathering, IT Strategy, Team Building, Visio, Vendor Management, Mentoring, MS Project, Project Portfolio..., Team Leadership, Cross-functional Team..., Microsoft Office, Coaching, Budgeting, Planning, Project Management, Business Analysis, Business Process, Management, Business Intelligence, Integration, Agile Methodologies, Program Management, Project Delivery, Leadership, Requirements Analysis, IT Service Management, Software Development, Risk Management, Process Improvement, Business Process..., Budgets, Change Management, PMO, Operations Management, Strategic Planning, Analysis, Disaster Recovery, Consulting, Software Documentation, Agile Project Management, Information Technology, Strategy
Education
Iowa State University 2008 — 2010
PhD Student, Human Computer Interaction
Drake University 1994 — 1996
MBA, Business Administration and Management, General
Iowa State University - College of Business 1990 — 1994
BS, Management Information Systems
ITT Technical Institute-Clive
CDI Corporation April 2014 - Present
University of Dubuque 2011 - Present
Signature Consultants October 2012 - March 2014
International Business Machines April 2010 - November 2012
IBM 2010 - 2011
NICC 2010 - 2011
ITT Technical Institute, Clive 117 March 2009 - November 2010
RSM McGladrey, Inc May 2005 - February 2009
PMI Central Iowa Chapter January 2006 - December 2008
AIB College of Business June 2004 - August 2005
Skills
IT Management, PMP, SDLC, Project Planning, Resource Management, Software Project..., Requirements Gathering, IT Strategy, Team Building, Visio, Vendor Management, Mentoring, MS Project, Project Portfolio..., Team Leadership, Cross-functional Team..., Microsoft Office, Coaching, Budgeting, Planning, Project Management, Business Analysis, Business Process, Management, Business Intelligence, Integration, Agile Methodologies, Program Management, Project Delivery, Leadership, Requirements Analysis, IT Service Management, Software Development, Risk Management, Process Improvement, Business Process..., Budgets, Change Management, PMO, Operations Management, Strategic Planning, Analysis, Disaster Recovery, Consulting, Software Documentation, Agile Project Management, Information Technology, Strategy
Education
Iowa State University 2008 — 2010
PhD Student, Human Computer Interaction
Drake University 1994 — 1996
MBA, Business Administration and Management, General
Iowa State University - College of Business 1990 — 1994
BS, Management Information Systems
ITT Technical Institute-Clive
Matthew Grob, CPHIMS, FHIMSS's RSM McGladrey, Inc. Experience September 2006 - December 2010
Job Senior Director, Enterprise IT Planning at Mount Sinai Health System
Industry Hospital & Health Care
Experience
Mount Sinai Health System April 2012 - Present
EMC Corporation January 2011 - March 2012
RSM McGladrey, Inc September 2006 - December 2010
Courtyard Group, Ltd May 2005 - June 2006
Eclipsys Corporation May 2003 - May 2005
PricewaterhouseCoopers, LLP May 2001 - May 2003
SoftWatch, Inc June 2000 - May 2001
Chase Manhattan Bank June 1999 - June 2000
Ernst & Young, LLP June 1996 - June 1999
New York University Medical Center January 1980 - June 1996
Skills
Strategic IT, Organizational Change, Change Management, People Management, Knowledge Management, Test Methodologies, Team Leadership, Thought Leadership, Coaching, Large Group Facilitation, Mentoring, Technology..., Assessment, Operational Planning, Technology Selection, Personnel Recruiting, Team Building, Team Management, Cross-functional Team..., Project Portfolio..., IT Strategy, Clinical Transformation, Management Consulting, EHR, Management, Blogger, Healthcare Consulting, Healthcare, Information Technology, Strategy, HIPAA, Writing, Enterprise Software, Informatics, Healthcare Industry, Executive Management, Governance, Leadership, Business Development, Workshop Facilitation, Personnel Selection, Technology Needs..., Program Management, Project Management, Professional Services, Training, Strategic Planning, Analytics
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
Certificate, Healthcare Leadership Advancement
New York University
BA, Organizational Behavior & Communications
Mount Sinai Health System April 2012 - Present
EMC Corporation January 2011 - March 2012
RSM McGladrey, Inc September 2006 - December 2010
Courtyard Group, Ltd May 2005 - June 2006
Eclipsys Corporation May 2003 - May 2005
PricewaterhouseCoopers, LLP May 2001 - May 2003
SoftWatch, Inc June 2000 - May 2001
Chase Manhattan Bank June 1999 - June 2000
Ernst & Young, LLP June 1996 - June 1999
New York University Medical Center January 1980 - June 1996
Skills
Strategic IT, Organizational Change, Change Management, People Management, Knowledge Management, Test Methodologies, Team Leadership, Thought Leadership, Coaching, Large Group Facilitation, Mentoring, Technology..., Assessment, Operational Planning, Technology Selection, Personnel Recruiting, Team Building, Team Management, Cross-functional Team..., Project Portfolio..., IT Strategy, Clinical Transformation, Management Consulting, EHR, Management, Blogger, Healthcare Consulting, Healthcare, Information Technology, Strategy, HIPAA, Writing, Enterprise Software, Informatics, Healthcare Industry, Executive Management, Governance, Leadership, Business Development, Workshop Facilitation, Personnel Selection, Technology Needs..., Program Management, Project Management, Professional Services, Training, Strategic Planning, Analytics
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
Certificate, Healthcare Leadership Advancement
New York University
BA, Organizational Behavior & Communications
Ken Chang's RSM McGladrey, Inc. Experience December 2010 - August 2011
Job Product Developer, former Management Consultant, Technology Advocate & "Backseat" Creative Driver
Industry Insurance
Experience
Blue Cross and Blue Shield of Kansas City May 2014 - Present
Blue Cross Blue Shield of Kansas City April 2012 - May 2014
RSM McGladrey, Inc December 2010 - August 2011
MarketSphere Consulting February 2008 - August 2010
Education
University of Kansas - Graduate School of Business 2006 — 2008
MBA
Ecole supérieure de Commerce de Clermont-Ferrand 2007 — 2007
Indian School of Business 2007 — 2007
The University of Kansas 2001 — 2005
B.S
Blue Cross and Blue Shield of Kansas City May 2014 - Present
Blue Cross Blue Shield of Kansas City April 2012 - May 2014
RSM McGladrey, Inc December 2010 - August 2011
MarketSphere Consulting February 2008 - August 2010
Education
University of Kansas - Graduate School of Business 2006 — 2008
MBA
Ecole supérieure de Commerce de Clermont-Ferrand 2007 — 2007
Indian School of Business 2007 — 2007
The University of Kansas 2001 — 2005
B.S
Melissa (Hernandez) Lane Melissa (Hernandez) Lane's RSM McGladrey, Inc. Experience November 2010 - August 2011
Job Senior Specialist, Global Compliance and Risk Management at Bare Escentuals
Industry Accounting
Experience
Bare Escentuals May 2014 - Present
Kaiser Permanente January 2013 - April 2014
Frank, Rimerman + Co. LLP August 2011 - January 2013
RSM McGladrey, Inc November 2010 - August 2011
McGladrey & Pullen November 2009 - November 2010
Ajilon June 2007 - October 2009
Binghamton University Residential Life August 2007 - May 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Management, Internal Audit, Risk Assessment, Compliance Testing, Visio, GAAP, Sarbanes-Oxley, US GAAP, SEC filings, SEC Filings, Accounting, Financial Accounting, CPA, Financial Analysis, Financial Reporting
Education
Binghamton University - School of Management 2005 — 2009
Bachelor of Science, Accounting
Bare Escentuals May 2014 - Present
Kaiser Permanente January 2013 - April 2014
Frank, Rimerman + Co. LLP August 2011 - January 2013
RSM McGladrey, Inc November 2010 - August 2011
McGladrey & Pullen November 2009 - November 2010
Ajilon June 2007 - October 2009
Binghamton University Residential Life August 2007 - May 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Management, Internal Audit, Risk Assessment, Compliance Testing, Visio, GAAP, Sarbanes-Oxley, US GAAP, SEC filings, SEC Filings, Accounting, Financial Accounting, CPA, Financial Analysis, Financial Reporting
Education
Binghamton University - School of Management 2005 — 2009
Bachelor of Science, Accounting
Elnora Smith, CPA's RSM McGladrey, Inc. Experience October 2003 - October 2010
Job Tax Manager at Berkshire Hathaway Automotive
Industry Accounting
Experience
Berkshire Hathaway Automotive September 2015 - Present
World Class Automotive Group / Reed Enterprises November 2010 - September 2015
RSM McGladrey, Inc October 2003 - October 2010
BKD, LLP May 2000 - October 2003
Bank One January 1996 - April 2000
First of America Bank 1993 - 1995
Skills
CPA, Corporate Tax, Banking, Fixed Assets, Accounting, Tax Accounting, General Ledger, Supervisory Experience, Partnership Taxation, GAAP, Accounts Receivable, Account Reconciliation, Financial Reporting, Cash Flow, Financial Statements, Accounts Payable, Income Tax, Tax Research, Accruals, Consolidation, Tax Preparation
Education
Indiana University - Kelley School of Business
MPA, Accounting
University of Evansville
BA, Math, Business
Berkshire Hathaway Automotive September 2015 - Present
World Class Automotive Group / Reed Enterprises November 2010 - September 2015
RSM McGladrey, Inc October 2003 - October 2010
BKD, LLP May 2000 - October 2003
Bank One January 1996 - April 2000
First of America Bank 1993 - 1995
Skills
CPA, Corporate Tax, Banking, Fixed Assets, Accounting, Tax Accounting, General Ledger, Supervisory Experience, Partnership Taxation, GAAP, Accounts Receivable, Account Reconciliation, Financial Reporting, Cash Flow, Financial Statements, Accounts Payable, Income Tax, Tax Research, Accruals, Consolidation, Tax Preparation
Education
Indiana University - Kelley School of Business
MPA, Accounting
University of Evansville
BA, Math, Business
Lori Flaherty Lori Flaherty's RSM McGladrey, Inc. Experience 2009 - 2011
Job Internal Audit Manager at The Cooper Companies, Inc.
Industry Accounting
Experience
IIA- Rochester Chapter 2014 - Present
The Cooper Companies, Inc. January 2011 - Present
RSM McGladrey, Inc. 2009 - 2011
Ernst &Young, LLP 2004 - 2009
First American Equipment Finance 2001 - 2004
Financial Services Industry 1994 - 2001
Skills
Auditing, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Accounting, US GAAP, Sarbanes-Oxley, GAAP, Process Improvement
Education
Saint John Fisher College
Bachelor's degree
Aquinas Institute
IIA- Rochester Chapter 2014 - Present
The Cooper Companies, Inc. January 2011 - Present
RSM McGladrey, Inc. 2009 - 2011
Ernst &Young, LLP 2004 - 2009
First American Equipment Finance 2001 - 2004
Financial Services Industry 1994 - 2001
Skills
Auditing, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Accounting, US GAAP, Sarbanes-Oxley, GAAP, Process Improvement
Education
Saint John Fisher College
Bachelor's degree
Aquinas Institute
Jennifer Duncan Jennifer Duncan's RSM McGladrey, Inc. Experience September 2007 - December 2009
Job Experienced Executive Assistant
Industry Executive Office
Experience
Office of Steve H. Dayan, M.D., F.A.C.S. July 2014 - Present
Culligan International Company July 2013 - July 2014
Financial Investments Corporation June 2012 - November 2012
Verras November 2010 - March 2012
Moe's 2011 - 2012
YJT Solutions January 2010 - November 2010
RSM McGladrey, Inc September 2007 - December 2009
RSM McGladrey September 2006 - September 2007
Washburn Machinery February 2006 - August 2006
Skills
Microsoft Office, Recruiting, Salesforce.com, QuickBooks, Microsoft Excel, Management, Onboarding, Sales, Interviews, Accounts Payable, Accounts Receivable, Invoicing, PowerPoint, Customer Service, Outlook, Employee Relations, Human Resources, Microsoft Word, System Administration, Administrative..., Payroll, Leadership, Marketing, Training, Event Planning, Time Management, Team Building, Administrative...
Education
DePaul University 2010 — 2014
Bachelor's Degree, Business Management
Office of Steve H. Dayan, M.D., F.A.C.S. July 2014 - Present
Culligan International Company July 2013 - July 2014
Financial Investments Corporation June 2012 - November 2012
Verras November 2010 - March 2012
Moe's 2011 - 2012
YJT Solutions January 2010 - November 2010
RSM McGladrey, Inc September 2007 - December 2009
RSM McGladrey September 2006 - September 2007
Washburn Machinery February 2006 - August 2006
Skills
Microsoft Office, Recruiting, Salesforce.com, QuickBooks, Microsoft Excel, Management, Onboarding, Sales, Interviews, Accounts Payable, Accounts Receivable, Invoicing, PowerPoint, Customer Service, Outlook, Employee Relations, Human Resources, Microsoft Word, System Administration, Administrative..., Payroll, Leadership, Marketing, Training, Event Planning, Time Management, Team Building, Administrative...
Education
DePaul University 2010 — 2014
Bachelor's Degree, Business Management
Amy (Gomez) Bayley Amy (Gomez) Bayley's RSM McGladrey, Inc. Experience January 2004 - April 2004
Job Accountant III at IAT Insurance Group
Industry Accounting
Experience
IAT Insurance Group July 2015 - Present
FDH - Engineering Innovation May 2014 - July 2015
Chemtex September 2012 - February 2013
VPS Convenience Store Group April 2006 - September 2012
Cooperative Bank July 2005 - March 2006
RSM McGladrey, Inc. January 2004 - April 2004
PolyQuest, Inc April 2001 - August 2003
Skills
Account Reconciliation, Tax, Financial Statements, Journal Entries, Accruals, Sales Tax, Microsoft Excel, Microsoft Word, Budget, General Ledger, QuickBooks, Enterprise Software, Peachtree, Budgets, Inventory Management, SAP, Auditing, Invoicing, Accounting
Education
University of North Carolina at Wilmington
Bachelor of Business Administration (B.B.A.), Accountancy
IAT Insurance Group July 2015 - Present
FDH - Engineering Innovation May 2014 - July 2015
Chemtex September 2012 - February 2013
VPS Convenience Store Group April 2006 - September 2012
Cooperative Bank July 2005 - March 2006
RSM McGladrey, Inc. January 2004 - April 2004
PolyQuest, Inc April 2001 - August 2003
Skills
Account Reconciliation, Tax, Financial Statements, Journal Entries, Accruals, Sales Tax, Microsoft Excel, Microsoft Word, Budget, General Ledger, QuickBooks, Enterprise Software, Peachtree, Budgets, Inventory Management, SAP, Auditing, Invoicing, Accounting
Education
University of North Carolina at Wilmington
Bachelor of Business Administration (B.B.A.), Accountancy
Sonya Dutcher Sonya Dutcher's RSM McGladrey, Inc. Experience 1998 - 2000
Job Customer Advocate at 360 Cloud Solutions
Industry Computer Software
Experience
360 Cloud Solutions December 2014 - Present
WebPT September 2013 - December 2014
WebPT September 2012 - October 2013
Quest Software November 2006 - July 2012
State of Iowa October 2003 - November 2006
NetPro February 2000 - September 2003
RSM McGladrey, Inc 1998 - 2000
Skills
Sales Account Management, Strategic and Value..., Goal-based Performance..., Personnel Supervision..., Strategic Planning, Leadership and..., Project Coordination, Executive Presentations..., Relationship Builder, Client Retention, Customer Experience..., High Technical Aptitude, Problem Solving, Microsoft Office Suite, Software Training..., Medical Practice..., Accounting Software, Active Directory and..., Federal and State Child..., Accounting Applications, Business Development, Sales Management, Sales, Training, Customer Retention, Microsoft Office, Management, New Business Development, Inter-personal, Enterprise Software, Cloud Computing, Active Directory, Networking, CRM, Security, Customer Service, Direct Sales, Customer Satisfaction, Strategic Partnerships, Lead Generation, Leadership, SaaS, Selling, Solution Selling, Hands-on Training, Cold Calling, Salesforce.com, Account Management
Education
Iowa State University
Bachelor of Science (B.S.), Public Service and Administration
360 Cloud Solutions December 2014 - Present
WebPT September 2013 - December 2014
WebPT September 2012 - October 2013
Quest Software November 2006 - July 2012
State of Iowa October 2003 - November 2006
NetPro February 2000 - September 2003
RSM McGladrey, Inc 1998 - 2000
Skills
Sales Account Management, Strategic and Value..., Goal-based Performance..., Personnel Supervision..., Strategic Planning, Leadership and..., Project Coordination, Executive Presentations..., Relationship Builder, Client Retention, Customer Experience..., High Technical Aptitude, Problem Solving, Microsoft Office Suite, Software Training..., Medical Practice..., Accounting Software, Active Directory and..., Federal and State Child..., Accounting Applications, Business Development, Sales Management, Sales, Training, Customer Retention, Microsoft Office, Management, New Business Development, Inter-personal, Enterprise Software, Cloud Computing, Active Directory, Networking, CRM, Security, Customer Service, Direct Sales, Customer Satisfaction, Strategic Partnerships, Lead Generation, Leadership, SaaS, Selling, Solution Selling, Hands-on Training, Cold Calling, Salesforce.com, Account Management
Education
Iowa State University
Bachelor of Science (B.S.), Public Service and Administration
Kari Martin's RSM McGladrey, Inc. Experience January 2009 - April 2009
Job Senior Financial Analyst at Hub Group
Industry Accounting
Experience
Hub Group December 2014 - Present
Hub Group October 2012 - November 2014
Hub Group November 2010 - October 2012
McGladrey & Pullen November 2009 - November 2010
RSM McGladrey, Inc January 2009 - April 2009
Allsteel May 2008 - August 2008
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, GAAP, Microsoft Excel, Sarbanes-Oxley Act, Variance Analysis, SOX 404, Microsoft Office
Education
Augustana College 2005 — 2009
Bachelor of Arts, Accounting, Finance, Spanish
Hub Group December 2014 - Present
Hub Group October 2012 - November 2014
Hub Group November 2010 - October 2012
McGladrey & Pullen November 2009 - November 2010
RSM McGladrey, Inc January 2009 - April 2009
Allsteel May 2008 - August 2008
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, GAAP, Microsoft Excel, Sarbanes-Oxley Act, Variance Analysis, SOX 404, Microsoft Office
Education
Augustana College 2005 — 2009
Bachelor of Arts, Accounting, Finance, Spanish
Heather Ulmer Heather Ulmer's RSM McGladrey, Inc. Experience February 1999 - October 2000
Job HR Generalist at Communications Supply Corporation
Industry Human Resources
Experience
WESCO Distribution November 2006 - Present
Communications Supply Corporation October 2000 - November 2006
RSM McGladrey, Inc February 1999 - October 2000
Concentra Medical Centers March 1998 - January 1999
Skills
New Hire Orientation, Job Posting, FMLA, Open Enrollment, Flexible Spending..., New Hire Orientations, Benefits Administration, HRIS, Recruiting, Onboarding, Payroll, Job Descriptions, College Recruiting, Employee Benefits, Performance Appraisal, Employee Relations, COBRA, Applicant Tracking..., Labor Relations, EEO, Human Resources, Personnel Management, Performance Management, Employee Engagement, Hiring, Deferred Compensation, Employee Training, Administration, Interviews, Internet Recruiting, Resume Writing
Education
DeVry Institute of Technology 1994 — 1998
Bachelors, Business Operations
WESCO Distribution November 2006 - Present
Communications Supply Corporation October 2000 - November 2006
RSM McGladrey, Inc February 1999 - October 2000
Concentra Medical Centers March 1998 - January 1999
Skills
New Hire Orientation, Job Posting, FMLA, Open Enrollment, Flexible Spending..., New Hire Orientations, Benefits Administration, HRIS, Recruiting, Onboarding, Payroll, Job Descriptions, College Recruiting, Employee Benefits, Performance Appraisal, Employee Relations, COBRA, Applicant Tracking..., Labor Relations, EEO, Human Resources, Personnel Management, Performance Management, Employee Engagement, Hiring, Deferred Compensation, Employee Training, Administration, Interviews, Internet Recruiting, Resume Writing
Education
DeVry Institute of Technology 1994 — 1998
Bachelors, Business Operations
Amy (Baumgarten) Valerius's RSM McGladrey, Inc. Experience 2005 - 2005
Job Accounting Analyst at Hennepin County
Industry Accounting
Experience
Hennepin County May 2013 - Present
PricewaterhouseCoopers LLP January 2007 - July 2010
PricewaterhouseCoopers January 2006 - September 2006
RSM McGladrey, Inc 2005 - 2005
Skills
Excel, Accounting, Tax, Word, Problem Solving, Team Building, Microsoft Office, Budgeting, Customer Service, Documentation, Data Analysis, Lotus Notes, Organizing, Planning, Microsoft Excel, Corporate Tax, Accounts Receivable, Access, Microsoft Word, Payroll, Accounts Payable, Budgets, Project Planning, State Tax, QuickBooks, Auditing, Financial Reporting
Education
Minnesota School of Business 2010 — 2012
Bachelor of Science (BS), Accounting
University of Minnesota Duluth 2002 — 2006
Accounting
Willmar Public Schools 1987 — 2000
Hennepin County May 2013 - Present
PricewaterhouseCoopers LLP January 2007 - July 2010
PricewaterhouseCoopers January 2006 - September 2006
RSM McGladrey, Inc 2005 - 2005
Skills
Excel, Accounting, Tax, Word, Problem Solving, Team Building, Microsoft Office, Budgeting, Customer Service, Documentation, Data Analysis, Lotus Notes, Organizing, Planning, Microsoft Excel, Corporate Tax, Accounts Receivable, Access, Microsoft Word, Payroll, Accounts Payable, Budgets, Project Planning, State Tax, QuickBooks, Auditing, Financial Reporting
Education
Minnesota School of Business 2010 — 2012
Bachelor of Science (BS), Accounting
University of Minnesota Duluth 2002 — 2006
Accounting
Willmar Public Schools 1987 — 2000
Sharon Picolo's RSM McGladrey, Inc. Experience 1992 - 2011
Job Personalized and professional tax services
Industry Accounting
Experience
Tax Advisory Services, LLC June 2011 - Present
RSM McGladrey, Inc 1992 - 2011
Skills
Expert Witness, Exit Strategies, Income Tax, Tax, CPA, Professional Services, Fiduciary tax, Guardianship accountings, Complex individual..., Corporate Tax, Tax Research, International Tax, Fiduciary, Accounting, Tax Accounting, Tax Advisory, US Tax, Tax Preparation, Partnership Taxation, Trusts, Estate Planning, Gift Tax, Small Business, Tax Returns, FIN 48, Mergers & Acquisitions, Estate Tax Planning, Sales Tax, Tax Law
Education
Florida International University - College of Business Administration 1992 — 1994
Masters, Taxation
University of FL 1981 — 1985
BSBA, Finance
Tax Advisory Services, LLC June 2011 - Present
RSM McGladrey, Inc 1992 - 2011
Skills
Expert Witness, Exit Strategies, Income Tax, Tax, CPA, Professional Services, Fiduciary tax, Guardianship accountings, Complex individual..., Corporate Tax, Tax Research, International Tax, Fiduciary, Accounting, Tax Accounting, Tax Advisory, US Tax, Tax Preparation, Partnership Taxation, Trusts, Estate Planning, Gift Tax, Small Business, Tax Returns, FIN 48, Mergers & Acquisitions, Estate Tax Planning, Sales Tax, Tax Law
Education
Florida International University - College of Business Administration 1992 — 1994
Masters, Taxation
University of FL 1981 — 1985
BSBA, Finance
Julie Stibal's RSM McGladrey, Inc. Experience 2011 - 2011
Job Technical Training Development Sr. Advisor at Dell Compellent
Industry Professional Training & Coaching
Experience
Dell Compellent January 2012 - Present
RSM McGladrey, Inc 2011 - 2011
BI Worldwide July 2006 - December 2010
Gelco Information Network 2003 - 2006
Gelco Information Network 2002 - 2003
ExecuTrain March 1994 - December 1997
Skills
Learning Management..., CRM, Program Management, Needs Analysis, Training, Project Management, Instructional Design, Strategy, Project Planning, Change Management, Management, Staff Development, E-Learning
Education
Illinois State University
MS, Communication
Minnesota State University, Mankato
BS, Communication
Dell Compellent January 2012 - Present
RSM McGladrey, Inc 2011 - 2011
BI Worldwide July 2006 - December 2010
Gelco Information Network 2003 - 2006
Gelco Information Network 2002 - 2003
ExecuTrain March 1994 - December 1997
Skills
Learning Management..., CRM, Program Management, Needs Analysis, Training, Project Management, Instructional Design, Strategy, Project Planning, Change Management, Management, Staff Development, E-Learning
Education
Illinois State University
MS, Communication
Minnesota State University, Mankato
BS, Communication
Beesley Kimberly Beesley Kimberly's RSM McGladrey, Inc. Experience March 2011 - Present
Job Receptionist, Admin at RSM McGladrey, Inc.
Industry Accounting
Experience
RSM McGladrey, Inc. March 2011 - Present
Skills
Microsoft Word, Outlook, Accounts Payable, Invoicing, Microsoft Excel, Accounts Receivable, Administrative..., QuickBooks, Fundraising, Payroll, Spreadsheets, Bookkeeping, Financial Reporting, Office Management, Public Relations, Accounting, Auditing, Non-profit Volunteer, Account Reconciliation, Microsoft Office, Fine Art, Painting, Sales, Logo Design, Illustration, Photography, Photoshop, Digital Sketching, Expenses
Education
University of Denver 2003 — 2007
Bachelor's degree, Fine and Studio Arts
RSM McGladrey, Inc. March 2011 - Present
Skills
Microsoft Word, Outlook, Accounts Payable, Invoicing, Microsoft Excel, Accounts Receivable, Administrative..., QuickBooks, Fundraising, Payroll, Spreadsheets, Bookkeeping, Financial Reporting, Office Management, Public Relations, Accounting, Auditing, Non-profit Volunteer, Account Reconciliation, Microsoft Office, Fine Art, Painting, Sales, Logo Design, Illustration, Photography, Photoshop, Digital Sketching, Expenses
Education
University of Denver 2003 — 2007
Bachelor's degree, Fine and Studio Arts
Cheryl Rhew's RSM McGladrey, Inc. Experience October 2009 - December 2014
Job
Industry Accounting
Experience
Hughes Pittman & Gupton LLP January 2015 - Present
RSM McGladrey, Inc. October 2009 - December 2014
Cheryl L. Rhew, CPA, PLLC October 2004 - October 2009
McGladrey & Pullen September 1998 - April 2005
Skills
Income Tax, S Corporations, Corporate Tax, Tax Preparation, CPA, Tax Research, Tax, Sales Tax, Tax Returns, Accounting, Tax Accounting, Partnership Taxation
Education
University of North Carolina at Wilmington 1992 — 1998
Masters, Accounting
Hughes Pittman & Gupton LLP January 2015 - Present
RSM McGladrey, Inc. October 2009 - December 2014
Cheryl L. Rhew, CPA, PLLC October 2004 - October 2009
McGladrey & Pullen September 1998 - April 2005
Skills
Income Tax, S Corporations, Corporate Tax, Tax Preparation, CPA, Tax Research, Tax, Sales Tax, Tax Returns, Accounting, Tax Accounting, Partnership Taxation
Education
University of North Carolina at Wilmington 1992 — 1998
Masters, Accounting
Bruce Webb's RSM McGladrey, Inc. Experience 1996 - 2000
Job Strong business development experience with national/international CPA firms focused on middle market Clevel executives
Industry Accounting
Experience
McGladrey LLP July 2009 - Present
BDO Seidman, LLP August 2000 - July 2009
RSM McGladrey, Inc. 1996 - 2000
Bank of America 1989 - 1996
Memorial Hospitals Association 1985 - 1988
E&J Gallo Winery 1983 - 1985
The Procter & Gamble Company 1976 - 1983
Skills
New Business Development, Marketing, Strategic Planning, Marketing Strategy, Product Marketing, Marketing Management, Direct Sales, Sales Presentations, Mergers, Mergers & Acquisitions, Business Development, Management, Market Research, Business Planning, Strategy, Accounting, Leadership, Strategic Partnerships, Sales Operations, Due Diligence, Sales, Finance, Sales Process, Analysis, Management Consulting, Advertising, Training, Start-ups, Consulting
Education
University of Illinois at Urbana-Champaign 1967 — 1971
BS
George Washington University
MBA
McGladrey LLP July 2009 - Present
BDO Seidman, LLP August 2000 - July 2009
RSM McGladrey, Inc. 1996 - 2000
Bank of America 1989 - 1996
Memorial Hospitals Association 1985 - 1988
E&J Gallo Winery 1983 - 1985
The Procter & Gamble Company 1976 - 1983
Skills
New Business Development, Marketing, Strategic Planning, Marketing Strategy, Product Marketing, Marketing Management, Direct Sales, Sales Presentations, Mergers, Mergers & Acquisitions, Business Development, Management, Market Research, Business Planning, Strategy, Accounting, Leadership, Strategic Partnerships, Sales Operations, Due Diligence, Sales, Finance, Sales Process, Analysis, Management Consulting, Advertising, Training, Start-ups, Consulting
Education
University of Illinois at Urbana-Champaign 1967 — 1971
BS
George Washington University
MBA
Erin Dahlen's RSM McGladrey, Inc. Experience August 2010 - December 2010
Job Accountant at Dees Jackson Jackson & Associates, P.A.
Industry Accounting
Experience
Dees, Jackson, Jackson & Associates, P.A. December 2012 - Present
RSM McGladrey, Inc August 2010 - December 2010
Frazer Frost, LLP August 2009 - July 2010
North Carolina State University August 2008 - May 2009
Siemens Medical Solutions April 2007 - August 2007
Skills
Accounting, Tax, Financial Statements, Financial Reporting, Financial Accounting, QuickBooks, CPA, General Ledger, Tax Preparation
Education
North Carolina State University - College of Management 2008 — 2009
Master, Accounting
Meredith College 2005 — 2008
Bachelor of Science, Accounting
Dees, Jackson, Jackson & Associates, P.A. December 2012 - Present
RSM McGladrey, Inc August 2010 - December 2010
Frazer Frost, LLP August 2009 - July 2010
North Carolina State University August 2008 - May 2009
Siemens Medical Solutions April 2007 - August 2007
Skills
Accounting, Tax, Financial Statements, Financial Reporting, Financial Accounting, QuickBooks, CPA, General Ledger, Tax Preparation
Education
North Carolina State University - College of Management 2008 — 2009
Master, Accounting
Meredith College 2005 — 2008
Bachelor of Science, Accounting
Ilona Davis, PMP's RSM McGladrey, Inc. Experience April 2010 - April 2012
Job Risk and Advisory Senior Manager at Baker Newman Noyes
Industry Information Technology and Services
Experience
Baker Newman Noyes April 2012 - Present
RSM McGladrey, Inc April 2010 - April 2012
Grant Thornton July 2005 - April 2010
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Business Process..., IT Audit, Process Improvement, Management Consulting, Business Analysis, Risk Assessment, SAS70, ICD-10, Strategic Planning, SDLC, Project Planning, Project Management, Financial Analysis
Education
Bentley University 2001 — 2005
BS, Finance
ICL
Baker Newman Noyes April 2012 - Present
RSM McGladrey, Inc April 2010 - April 2012
Grant Thornton July 2005 - April 2010
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Business Process..., IT Audit, Process Improvement, Management Consulting, Business Analysis, Risk Assessment, SAS70, ICD-10, Strategic Planning, SDLC, Project Planning, Project Management, Financial Analysis
Education
Bentley University 2001 — 2005
BS, Finance
ICL
Bridget Hendrickson, CPA (Inactive) Bridget Hendrickson, CPA (Inactive)'s RSM McGladrey, Inc. Experience July 2011 - November 2014
Job Controller, USA Operations at RWL Water
Industry Information Technology and Services
Experience
RWL Water Aeromix November 2014 - Present
RSM McGladrey, Inc. July 2011 - November 2014
Gallipot, Inc. August 2010 - July 2011
Wireless Ronin Technologies August 2004 - August 2010
Pactiv June 2003 - February 2004
Stringer Business Systems February 2001 - April 2002
Skills
Great Plains Software, Financial Reporting, Business Process, Microsoft Dynamics, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, SEC filings, ERP, Microsoft CRM, Navision, Integration, Revenue Recognition, Internal Controls, FRx, Fixed Assets, JD Edwards, Consolidation, Microsoft AX, GAAP, Project Accounting, Finance, Microsoft Dynamics GP, Business Analysis
Education
University of St. Thomas 1999 — 2001
BA, Accounting
University of Minnesota-Twin Cities
RWL Water Aeromix November 2014 - Present
RSM McGladrey, Inc. July 2011 - November 2014
Gallipot, Inc. August 2010 - July 2011
Wireless Ronin Technologies August 2004 - August 2010
Pactiv June 2003 - February 2004
Stringer Business Systems February 2001 - April 2002
Skills
Great Plains Software, Financial Reporting, Business Process, Microsoft Dynamics, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, SEC filings, ERP, Microsoft CRM, Navision, Integration, Revenue Recognition, Internal Controls, FRx, Fixed Assets, JD Edwards, Consolidation, Microsoft AX, GAAP, Project Accounting, Finance, Microsoft Dynamics GP, Business Analysis
Education
University of St. Thomas 1999 — 2001
BA, Accounting
University of Minnesota-Twin Cities
Julia Spalten Julia Spalten's RSM McGladrey, Inc. Experience May 2007 - July 2011
Job Director Client Relations at PwC
Industry Accounting
Experience
PwC August 2011 - Present
RSM McGladrey, Inc. May 2007 - July 2011
Ernst & Young July 2005 - May 2007
NovaNet PPO June 1999 - September 1999
Education
The Bolles School
University of Florida
MAcc, Tax
University of Florida
Bachelor of Applied Science (B.A.Sc.), Accounting
PwC August 2011 - Present
RSM McGladrey, Inc. May 2007 - July 2011
Ernst & Young July 2005 - May 2007
NovaNet PPO June 1999 - September 1999
Education
The Bolles School
University of Florida
MAcc, Tax
University of Florida
Bachelor of Applied Science (B.A.Sc.), Accounting
Trina Reeves Trina Reeves's RSM McGladrey, Inc. Experience May 2011 - November 2011
Job Accounting Services at Price, Kong & Co., CPA's, P.A.
Industry Accounting
Experience
Price, Kong & Co., CPA's, P.A. February 2013 - Present
Sandhaus And Johnson CPA'S, PLLC January 2012 - November 2012
Olympian Labs, Inc. November 2011 - December 2011
RSM McGLADREY, INC May 2011 - November 2011
HOWARD M. ZIPSER, P.C. November 1998 - May 2011
CENTURY TITLE AGENCY, INC. January 1995 - January 1998
HOWARD L. HENRY, D.D.S., P.C. January 1993 - January 1995
HOWARD M. BURLESON, P.C. January 1985 - January 1993
Skills
Accounts Payable, Payroll and Payroll..., Accounts Receivable, Cash Flow Management, Individual Tax..., Financial Statement..., Prepare Customize Chart..., General Ledger, Account Reconciliation, QuickBooks, Tax, Cost Accounting, Journal Entries, Bookkeeping, Bank Reconciliation, Sales Tax, Tax Returns, Depreciation, Accounting, Corporate Tax, Financial Statements, Payroll, Year-end Close, Accounting Applications, Year End Accounts, Small Business, Payroll Taxes, S Corporations, Internal Controls, Income Tax, Fixed Assets, Tax Accounting
Education
Chippewa Valley H.S., Clinton Twp., MI
Macomb Community College
Associates of Applied Science, Accounting
Macomb Community College
Applied Science, General Studies
Price, Kong & Co., CPA's, P.A. February 2013 - Present
Sandhaus And Johnson CPA'S, PLLC January 2012 - November 2012
Olympian Labs, Inc. November 2011 - December 2011
RSM McGLADREY, INC May 2011 - November 2011
HOWARD M. ZIPSER, P.C. November 1998 - May 2011
CENTURY TITLE AGENCY, INC. January 1995 - January 1998
HOWARD L. HENRY, D.D.S., P.C. January 1993 - January 1995
HOWARD M. BURLESON, P.C. January 1985 - January 1993
Skills
Accounts Payable, Payroll and Payroll..., Accounts Receivable, Cash Flow Management, Individual Tax..., Financial Statement..., Prepare Customize Chart..., General Ledger, Account Reconciliation, QuickBooks, Tax, Cost Accounting, Journal Entries, Bookkeeping, Bank Reconciliation, Sales Tax, Tax Returns, Depreciation, Accounting, Corporate Tax, Financial Statements, Payroll, Year-end Close, Accounting Applications, Year End Accounts, Small Business, Payroll Taxes, S Corporations, Internal Controls, Income Tax, Fixed Assets, Tax Accounting
Education
Chippewa Valley H.S., Clinton Twp., MI
Macomb Community College
Associates of Applied Science, Accounting
Macomb Community College
Applied Science, General Studies
Jeff Stowe's RSM McGladrey, Inc. Experience July 2008 - November 2011
Job Microsoft Dynamics GP Application Analyst at MultiPlan
Industry Accounting
Experience
MultiPlan December 2011 - Present
RSM McGladrey, Inc July 2008 - November 2011
1-800-Mattress April 2004 - May 2008
New England Retail Express 2004 - 2008
The Miniter Group July 2001 - April 2004
Credit Data of New England November 1996 - July 2001
Bread and Circus 1993 - 1995
Heartland Food Warehouse September 1984 - June 1992
Skills
FRx, Accounting, Great Plains Software, Microsoft Dynamics, General Ledger, Sarbanes-Oxley Act, Accounts Payable, Internal Controls, Accounts Receivable, Budgets, Financial Statements, QuickBooks, ERP, Financial Analysis, Auditing, Accounting System, Altec doc-link system..., Finance, Integration, Crystal Reports, Business Process, GAAP, Project Management, Leadership, Financials, Business Analysis, Access, Software Implementation, Business Process...
Education
Fitchburg State University 1981 — 1985
BS, Business Administration
MultiPlan December 2011 - Present
RSM McGladrey, Inc July 2008 - November 2011
1-800-Mattress April 2004 - May 2008
New England Retail Express 2004 - 2008
The Miniter Group July 2001 - April 2004
Credit Data of New England November 1996 - July 2001
Bread and Circus 1993 - 1995
Heartland Food Warehouse September 1984 - June 1992
Skills
FRx, Accounting, Great Plains Software, Microsoft Dynamics, General Ledger, Sarbanes-Oxley Act, Accounts Payable, Internal Controls, Accounts Receivable, Budgets, Financial Statements, QuickBooks, ERP, Financial Analysis, Auditing, Accounting System, Altec doc-link system..., Finance, Integration, Crystal Reports, Business Process, GAAP, Project Management, Leadership, Financials, Business Analysis, Access, Software Implementation, Business Process...
Education
Fitchburg State University 1981 — 1985
BS, Business Administration
Ryan Strusz's RSM McGladrey, Inc. Experience February 2011 — April 2011
Job Manager at CliftonLarsonAllen
Industry Accounting, CPA
Experience
CliftonLarsonAllen November 2013 — Present
CliftonLarsonAllen September 2011 — November 2013
Fountain Valley Golf Club April 2004 — September 2011
RSM McGladrey, Inc. February 2011 — April 2011
Education
University of Minnesota-Duluth 2006 — 2011
BAcc and BBA, Accounting and Finance
CliftonLarsonAllen November 2013 — Present
CliftonLarsonAllen September 2011 — November 2013
Fountain Valley Golf Club April 2004 — September 2011
RSM McGladrey, Inc. February 2011 — April 2011
Education
University of Minnesota-Duluth 2006 — 2011
BAcc and BBA, Accounting and Finance
Pat Cronin's RSM McGladrey, Inc. Experience December 1993 - July 2007
Job Controller at Guaranteed Rate
Industry Accounting
Experience
Guaranteed Rate May 2013 - Present
Aurora Investment Management L.L.C. August 2007 - February 2013
RSM McGladrey, Inc. December 1993 - July 2007
JMB Realty Corporation June 1992 - November 1993
Skills
Accounting, CPA, Financial Analysis, Financial Statements, Auditing, Internal Controls, Financial Reporting, SEC filings, Risk Management, Account Reconciliation, Investments, Due Diligence, Tax, Cash Flow, Finance, Valuation, General Ledger, US GAAP, Financial Audits, Financial Accounting, GAAP, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting
Guaranteed Rate May 2013 - Present
Aurora Investment Management L.L.C. August 2007 - February 2013
RSM McGladrey, Inc. December 1993 - July 2007
JMB Realty Corporation June 1992 - November 1993
Skills
Accounting, CPA, Financial Analysis, Financial Statements, Auditing, Internal Controls, Financial Reporting, SEC filings, Risk Management, Account Reconciliation, Investments, Due Diligence, Tax, Cash Flow, Finance, Valuation, General Ledger, US GAAP, Financial Audits, Financial Accounting, GAAP, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting
Theodore Noah, CBCP, MBCI, PCP's RSM McGladrey, Inc. Experience January 2006 - May 2006
Job Available for new opportunities at In Transition Actively Pursuing new Opportunities and/or Adventures
Industry Program Development
Experience
In Transition - Actively Pursuing new Opportunities June 2014 - Present
CPO 2014 - Present
Kforce Technical Staffing September 2014 - July 2015
Cliffs Natural Resources May 2012 - June 2014
CPO 2014 - 2014
KeyCorp November 2007 - May 2012
KeyBank May 2006 - October 2007
RSM McGladrey, Inc January 2006 - May 2006
National City Corporation July 2005 - January 2006
Allegiant Asset Management December 2002 - July 2005
Skills
Business Continuity, Disaster Recovery, Risk Management, Program Management, Process Improvement, Crisis Management, Leadership, Analysis, Strategic Planning, Emergency Management, Risk Assessment, Banking, Management, Enterprise Risk..., Business Continuity..., Financial Risk, Project Planning, Budgets, Financial Analysis, Auditing, Governance, Crisis Communications, Asset Managment, Incident Response, Relationship Management, Due Diligence, Operational Risk..., Training, Project Management, Internal Controls, Operational Risk, Policy, Information Security, ISO 22301, BS 25999, Strategy, Security, Finance, Six Sigma, Executive Management, Business Process...
Education
Cornell University 2014 — 2014
Certificate, Executive Leadership
Cleveland State University 2005 — 2005
MBA, Business Administration and Management, General
Cleveland State University 1997 — 2001
BA, Finance
ALiCE Training 2013 — 2013
Buckeye High 1988 — 1993
In Transition - Actively Pursuing new Opportunities June 2014 - Present
CPO 2014 - Present
Kforce Technical Staffing September 2014 - July 2015
Cliffs Natural Resources May 2012 - June 2014
CPO 2014 - 2014
KeyCorp November 2007 - May 2012
KeyBank May 2006 - October 2007
RSM McGladrey, Inc January 2006 - May 2006
National City Corporation July 2005 - January 2006
Allegiant Asset Management December 2002 - July 2005
Skills
Business Continuity, Disaster Recovery, Risk Management, Program Management, Process Improvement, Crisis Management, Leadership, Analysis, Strategic Planning, Emergency Management, Risk Assessment, Banking, Management, Enterprise Risk..., Business Continuity..., Financial Risk, Project Planning, Budgets, Financial Analysis, Auditing, Governance, Crisis Communications, Asset Managment, Incident Response, Relationship Management, Due Diligence, Operational Risk..., Training, Project Management, Internal Controls, Operational Risk, Policy, Information Security, ISO 22301, BS 25999, Strategy, Security, Finance, Six Sigma, Executive Management, Business Process...
Education
Cornell University 2014 — 2014
Certificate, Executive Leadership
Cleveland State University 2005 — 2005
MBA, Business Administration and Management, General
Cleveland State University 1997 — 2001
BA, Finance
ALiCE Training 2013 — 2013
Buckeye High 1988 — 1993
Patricia Neesham's RSM McGladrey, Inc. Experience May 2005 - June 2014
Job Senior Manager at Risk & Regulatory Consulting
Industry Insurance
Experience
Risk & Regulatory Consulting Senior ManagerRisk & Regulatory ConsultingMay 2005 - Present
RSM McGladrey Inc. May 2005 - June 2014
Skills
Accounting, Financial Reporting, Internal Controls, US GAAP, Sarbanes-Oxley Act, CPA, GAAP, Auditing, External Audit
Education
Fort Lewis College 1975 — 1978
Accounting
Fort Lewis College
Accounting
Risk & Regulatory Consulting Senior ManagerRisk & Regulatory ConsultingMay 2005 - Present
RSM McGladrey Inc. May 2005 - June 2014
Skills
Accounting, Financial Reporting, Internal Controls, US GAAP, Sarbanes-Oxley Act, CPA, GAAP, Auditing, External Audit
Education
Fort Lewis College 1975 — 1978
Accounting
Fort Lewis College
Accounting
Dante Gizzi's RSM McGladrey, Inc. Experience July 2005 - December 2008
Job Corporate Tax Director at Millennial Media, Inc.
Industry Accounting
Experience
Army National Guard August 2006 - Present
Micros Systems January 2009 - August 2013
RSM McGladrey, Inc. July 2005 - December 2008
KPMG November 2004 - August 2005
Grant Thornton December 2002 - October 2004
Skills
Corporate Tax, FIN 48, FAS 5, Tax, Accounting, Tax Accounting, GAAP, Income Tax, Internal Controls, Financial Reporting, Auditing, Tax Research, Tax Returns, Sarbanes-Oxley Act, Tax Preparation
Education
University of Baltimore 2001 — 2003
Masters, Taxation
University of Baltimore 1999 — 2001
Bachelor of Science (BS), Accounting
Army National Guard August 2006 - Present
Micros Systems January 2009 - August 2013
RSM McGladrey, Inc. July 2005 - December 2008
KPMG November 2004 - August 2005
Grant Thornton December 2002 - October 2004
Skills
Corporate Tax, FIN 48, FAS 5, Tax, Accounting, Tax Accounting, GAAP, Income Tax, Internal Controls, Financial Reporting, Auditing, Tax Research, Tax Returns, Sarbanes-Oxley Act, Tax Preparation
Education
University of Baltimore 2001 — 2003
Masters, Taxation
University of Baltimore 1999 — 2001
Bachelor of Science (BS), Accounting
Jose Juan Dominguez's RSM McGladrey, Inc. Experience January 2007 - April 2008
Job International Tax Manager
Industry Oil & Energy
Experience
Vantage Drilling Company July 2013 - Present
General Electric May 2008 - June 2013
GE May 2008 - June 2013
RSM McGladrey, Inc January 2007 - April 2008
Baker & Mckenzie - Amsterdam January 2006 - July 2006
PwC 1995 - 1998
Skills
Tax, International Tax, Corporate Law, Commercial Litigation, Tax Accounting, Tax Law, Cross-border..., Risk Management
Education
Leiden University 2005 — 2006
LLM in International Taxation, Internantional Taxation
Vantage Drilling Company July 2013 - Present
General Electric May 2008 - June 2013
GE May 2008 - June 2013
RSM McGladrey, Inc January 2007 - April 2008
Baker & Mckenzie - Amsterdam January 2006 - July 2006
PwC 1995 - 1998
Skills
Tax, International Tax, Corporate Law, Commercial Litigation, Tax Accounting, Tax Law, Cross-border..., Risk Management
Education
Leiden University 2005 — 2006
LLM in International Taxation, Internantional Taxation
Abigail Griffin-Ryder's RSM McGladrey, Inc. Experience 2003 - Present
Job Caturano & Company
Industry Accounting
Experience
RSM McGladrey, Inc 2003 - Present
Skills
GAAP, CPA
Education
Bentley University 2004 — 2007
MST, Taxation
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Accounting
RSM McGladrey, Inc 2003 - Present
Skills
GAAP, CPA
Education
Bentley University 2004 — 2007
MST, Taxation
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Accounting
Emily (Krutzfeldt) Sovell's RSM McGladrey, Inc. Experience September 2007 - March 2009
Job TAA Grants Project Officier at Lake Area Technical Institute
Industry Financial Services
Experience
Lake Area Technical Institute January 2015 - Present
McGladrey September 2010 - Present
RSM McGladrey, Inc. September 2007 - March 2009
Minneapolis Heart Institute 2004 - 2007
RSM McGladrey 2000 - 2004
Skills
Analysis, Accounting, Auditing, Financial Reporting, Healthcare, Healthcare Consulting, Medicare, Revenue Cycle
Education
The University of South Dakota 1994 — 1998
BS in Healthcare Administration, Health/Health Care Administration/Management
The University of South Dakota
Master of Business Administration (MBA), Healthcare Administration
Lake Area Technical Institute January 2015 - Present
McGladrey September 2010 - Present
RSM McGladrey, Inc. September 2007 - March 2009
Minneapolis Heart Institute 2004 - 2007
RSM McGladrey 2000 - 2004
Skills
Analysis, Accounting, Auditing, Financial Reporting, Healthcare, Healthcare Consulting, Medicare, Revenue Cycle
Education
The University of South Dakota 1994 — 1998
BS in Healthcare Administration, Health/Health Care Administration/Management
The University of South Dakota
Master of Business Administration (MBA), Healthcare Administration
Joe Luciano's RSM McGladrey, Inc. Experience June 2007 - August 2007
Job Senior Tax Accountant at Actavis
Industry Accounting
Experience
Actavis April 2015 - Present
PricewaterhouseCoopers July 2008 - April 2015
Volunteer Income Tax Assistance Program (VITA) January 2008 - April 2008
Robert Vance CPA LLC January 2008 - April 2008
RSM McGladrey Inc June 2007 - August 2007
RSM McGladrey Inc January 2007 - May 2007
Skills
Tax, Tax Returns, Audit, Corporate Tax, Income Tax, Tax Accounting, Accounting, Auditing, International Tax, Tax Advisory
Education
Fairfield University 2004 — 2008
Bachelor of Science, Accounting
Actavis April 2015 - Present
PricewaterhouseCoopers July 2008 - April 2015
Volunteer Income Tax Assistance Program (VITA) January 2008 - April 2008
Robert Vance CPA LLC January 2008 - April 2008
RSM McGladrey Inc June 2007 - August 2007
RSM McGladrey Inc January 2007 - May 2007
Skills
Tax, Tax Returns, Audit, Corporate Tax, Income Tax, Tax Accounting, Accounting, Auditing, International Tax, Tax Advisory
Education
Fairfield University 2004 — 2008
Bachelor of Science, Accounting
Jose Rioseco's RSM McGladrey, Inc. Experience January 2007 - July 2009
Job Permanent Subsitute Teacher at Gulliver Schools, Inc.
Industry Education Management
Experience
Gulliver Schools, Inc. August 2012 - Present
Goldstein Schechter Koch January 2010 - November 2010
RSM McGladrey, Inc January 2007 - July 2009
Del Monte Fresh Produce N.A., Inc July 2004 - December 2006
BDO USA, LLP February 2004 - April 2004
Skills
Tax, Internal Controls
Education
Florida International University 2004 — 2005
EMST, Taxation
Florida International University 2001 — 2004
Bachelors', Accounting
Miami Coral Park Senior High 1993 — 1997
H.S. Diploma
Gulliver Schools, Inc. August 2012 - Present
Goldstein Schechter Koch January 2010 - November 2010
RSM McGladrey, Inc January 2007 - July 2009
Del Monte Fresh Produce N.A., Inc July 2004 - December 2006
BDO USA, LLP February 2004 - April 2004
Skills
Tax, Internal Controls
Education
Florida International University 2004 — 2005
EMST, Taxation
Florida International University 2001 — 2004
Bachelors', Accounting
Miami Coral Park Senior High 1993 — 1997
H.S. Diploma
Reena Joseph-mathew's RSM McGladrey, Inc. Experience ManagerAmerican Express TBS / Goldstein Golub & Kessler CPAs1999 - Present
Job MANAGER at RSM MCGLADREY INC.
Industry Accounting
Experience
RSM MCGLADREY INC. ManagerAmerican Express TBS / Goldstein Golub & Kessler CPAs1999 - Present
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
RSM MCGLADREY INC. ManagerAmerican Express TBS / Goldstein Golub & Kessler CPAs1999 - Present
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Ralph Solages's RSM McGladrey, Inc. Experience 2005 - 2006
Job SVP; Operational Risk Management at Citi
Industry Banking
Experience
Citigroup 2012 - Present
Dicon Inc. 2011 - 2012
Metropolitan Life Insurance Company 2006 - 2009
RSM McGladrey, Inc 2005 - 2006
Various Consulting Projects 2004 - 2005
TCBA Watson Rice LLP 2001 - 2004
KPMG 1998 - 2001
Skills
Risk Management, Strategic Planning, Management Consulting, Compliance, Insurance, Process Improvement, Deal Maker, New Business Development, Business Strategy, Business Planning, Strategic Financial..., Forecasting, Deal Execution, Auditing, Analysis, Budgets, Strategy, Leadership, Sarbanes-Oxley Act, Management, Internal Audit, Executive Management, Team Building, Project Management, Financial Modeling, Finance, Project Planning, Enterprise Risk..., Negotiation, Business Process, Marketing, Business Development, Banking, Financial Risk, Internal Controls, Portfolio Management, Financial Analysis, Financial Services, Due Diligence, Business Process..., Investments, Mergers & Acquisitions, Business Analysis, Corporate Finance, Valuation, Financial Planning
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Stony Brook University
Bachelor of Arts, Sociology
Citigroup 2012 - Present
Dicon Inc. 2011 - 2012
Metropolitan Life Insurance Company 2006 - 2009
RSM McGladrey, Inc 2005 - 2006
Various Consulting Projects 2004 - 2005
TCBA Watson Rice LLP 2001 - 2004
KPMG 1998 - 2001
Skills
Risk Management, Strategic Planning, Management Consulting, Compliance, Insurance, Process Improvement, Deal Maker, New Business Development, Business Strategy, Business Planning, Strategic Financial..., Forecasting, Deal Execution, Auditing, Analysis, Budgets, Strategy, Leadership, Sarbanes-Oxley Act, Management, Internal Audit, Executive Management, Team Building, Project Management, Financial Modeling, Finance, Project Planning, Enterprise Risk..., Negotiation, Business Process, Marketing, Business Development, Banking, Financial Risk, Internal Controls, Portfolio Management, Financial Analysis, Financial Services, Due Diligence, Business Process..., Investments, Mergers & Acquisitions, Business Analysis, Corporate Finance, Valuation, Financial Planning
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Stony Brook University
Bachelor of Arts, Sociology
Chris Cavallo's RSM McGladrey, Inc. Experience January 2004 - October 2012
Job Tax Director McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
RSM McGladrey, Inc January 2004 - October 2012
Vitale Caturano 2003 - 2004
KPMG 1996 - 2000
KPMG Peat Marwick 1996 - 1999
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Economics
McGladrey October 2012 - Present
RSM McGladrey, Inc January 2004 - October 2012
Vitale Caturano 2003 - 2004
KPMG 1996 - 2000
KPMG Peat Marwick 1996 - 1999
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Dan Eaton's RSM McGladrey, Inc. Experience November 2007 - May 2008
Job Business, Real Estate, and Consumer Law Attorney
Industry Law Practice
Experience
Christensen Law Office PLLC June 2009 - Present
MML/Tradex April 2009 - June 2009
RSM McGladrey, Inc. November 2007 - May 2008
Auriton Solutions April 2003 - August 2005
National Outdoor Leadership School 2001 - 2001
Skills
Divorce Law, Legal Assistance, Property Law, Consumer Law, Patent Litigation, Commercial Litigation, Personal Injury, Litigation, Legal Writing, Legal Research, Courts
Education
University of Saint Thomas School of Law 2005 — 2008
J.D.
University of Montana 1992 — 1996
B.A., Journalism, Anthropology
Christensen Law Office PLLC June 2009 - Present
MML/Tradex April 2009 - June 2009
RSM McGladrey, Inc. November 2007 - May 2008
Auriton Solutions April 2003 - August 2005
National Outdoor Leadership School 2001 - 2001
Skills
Divorce Law, Legal Assistance, Property Law, Consumer Law, Patent Litigation, Commercial Litigation, Personal Injury, Litigation, Legal Writing, Legal Research, Courts
Education
University of Saint Thomas School of Law 2005 — 2008
J.D.
University of Montana 1992 — 1996
B.A., Journalism, Anthropology
Kevin (Seong Min) Lim's RSM McGladrey, Inc. Experience July 2006 - December 2008
Job Senior Tax Associate at McGladrey, LLP
Industry Accounting
Experience
McGladrey January 2009 - Present
RSM McGladrey, Inc July 2006 - December 2008
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
BBA
McGladrey January 2009 - Present
RSM McGladrey, Inc July 2006 - December 2008
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
BBA
Jiae Park, CPA's RSM McGladrey, Inc. Experience 2005 - 2006
Job Financial Account Director at Showtime Networks Inc.
Industry Accounting
Experience
Showtime Networks Inc. December 2014 - Present
Showtime Networks Inc. September 2013 - December 2014
Showtime Networks May 2011 - September 2013
Ernst & Young September 2008 - May 2011
Ernst & Young LLP 2006 - 2006
RSM McGladrey Inc. 2005 - 2006
U.S. Trust Company of New York 2005 - 2005
Skills
Auditing, GAAP, Financial Reporting, Accounting, Tax, CPA, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Taxation
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting
BTHS
Showtime Networks Inc. December 2014 - Present
Showtime Networks Inc. September 2013 - December 2014
Showtime Networks May 2011 - September 2013
Ernst & Young September 2008 - May 2011
Ernst & Young LLP 2006 - 2006
RSM McGladrey Inc. 2005 - 2006
U.S. Trust Company of New York 2005 - 2005
Skills
Auditing, GAAP, Financial Reporting, Accounting, Tax, CPA, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Taxation
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting
BTHS
David Cho's RSM McGladrey, Inc. Experience 2007 - 2010
Job Director at McGladrey
Industry Accounting
Experience
McGladrey September 2003 - Present
RSM McGladrey, Inc. 2007 - 2010
Skills
US GAAP, Auditing, Financial Analysis, Internal Controls, Due Diligence, Tax, Cash Flow Forecasting, Mergers, Private Equity, Financial Modeling, Working Capital..., GAAP, Finance
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Science (BS), Business Economics
McGladrey September 2003 - Present
RSM McGladrey, Inc. 2007 - 2010
Skills
US GAAP, Auditing, Financial Analysis, Internal Controls, Due Diligence, Tax, Cash Flow Forecasting, Mergers, Private Equity, Financial Modeling, Working Capital..., GAAP, Finance
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Science (BS), Business Economics
Chuin Wui Tham's RSM McGladrey, Inc. Experience October 2006 - August 2008
Job Operations Associate at Premium Point Investments
Industry Financial Services
Experience
Premium Point Investments August 2011 - Present
McGladrey & Pullen September 2008 - August 2011
RSM McGladrey, Inc October 2006 - August 2008
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Premium Point Investments August 2011 - Present
McGladrey & Pullen September 2008 - August 2011
RSM McGladrey, Inc October 2006 - August 2008
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Steven Kopp's RSM McGladrey, Inc. Experience June 1988 - Present
Job Senior Director at RSM McGladrey, Inc
Industry Accounting
Experience
RSM McGladrey, Inc June 1988 - Present
Skills
Tax, Tax Research, Corporate Tax, Income Tax, Tax Accounting, Business Advisory, General Ledger, IRS, Valuation, SEC filings, GAAP, US GAAP, CPA, Internal Controls, Forensic Accounting, Sarbanes-Oxley, Tax Preparation, Financial Reporting, Accounting, Financial Accounting, Due Diligence, Strategic Financial..., Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 1976 — 1977
Bachelor of Science (BS), Accounting
Arizona State University, W. P. Carey School of Business 1972 — 1976
Bachelor of Science (BS), General Business Administration
RSM McGladrey, Inc June 1988 - Present
Skills
Tax, Tax Research, Corporate Tax, Income Tax, Tax Accounting, Business Advisory, General Ledger, IRS, Valuation, SEC filings, GAAP, US GAAP, CPA, Internal Controls, Forensic Accounting, Sarbanes-Oxley, Tax Preparation, Financial Reporting, Accounting, Financial Accounting, Due Diligence, Strategic Financial..., Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 1976 — 1977
Bachelor of Science (BS), Accounting
Arizona State University, W. P. Carey School of Business 1972 — 1976
Bachelor of Science (BS), General Business Administration
Stephanie Nace's RSM McGladrey, Inc. Experience February 2003 - December 2006
Job Systems Quality Assurance Specialist at Rudeen & Associates
Industry Information Technology and Services
Experience
Rudeen & Associates, LLC May 2012 - Present
Capital Playhouse January 2007 - May 2012
Crystal Mountain Summit House/Bullwheel Restaurants October 2008 - February 2012
RSM McGladrey, Inc February 2003 - December 2006
Education
Jacksonville State University 1996 — 2000
BA, Theatre and Art
Rudeen & Associates, LLC May 2012 - Present
Capital Playhouse January 2007 - May 2012
Crystal Mountain Summit House/Bullwheel Restaurants October 2008 - February 2012
RSM McGladrey, Inc February 2003 - December 2006
Education
Jacksonville State University 1996 — 2000
BA, Theatre and Art
Kristi Magill's RSM McGladrey, Inc. Experience August 1989 - May 2009
Job Retired. Part Time Tax Accounting
Industry Accounting
Experience
RSM McGladrey, Inc. August 1989 - May 2009
Education
University of Northern Iowa 1985 — 1989
Accounting
RSM McGladrey, Inc. August 1989 - May 2009
Education
University of Northern Iowa 1985 — 1989
Accounting
Debra Donnelly's RSM McGladrey, Inc. Experience January 2006 - May 2007
Job Mgr. Financial Controls at Memorial SloanKettering Cancer Ctr
Industry Nonprofit Organization Management
Experience
Memorial Sloan-Kettering Cancer Ctr May 2007 - Present
RSM McGladrey, Inc January 2006 - May 2007
Jefferson Wells December 2004 - January 2006
Skills
CPA
Education
College of Charleston 1976 — 1991
BS, Business
Memorial Sloan-Kettering Cancer Ctr May 2007 - Present
RSM McGladrey, Inc January 2006 - May 2007
Jefferson Wells December 2004 - January 2006
Skills
CPA
Education
College of Charleston 1976 — 1991
BS, Business
Leah Weber, CPA's RSM McGladrey, Inc. Experience January 2010 - October 2013
Job Senior Income Tax Analyst at Xcel Energy
Industry Accounting
Experience
Xcel Energy June 2015 - Present
Regency Beauty Institute November 2013 - June 2015
RSM McGladrey, Inc January 2010 - October 2013
St. John's University August 2007 - December 2009
Skills
Tax Compliance, Tax Returns, Tax, GAAP, Time Management, Financial Reporting, Tax Accounting, Tax Preparation, QuickBooks, Financial Accounting, Bookkeeping, 1099 Preparation, Partnership Taxation
Education
Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Taxation
College of Saint Benedict 2006 — 2010
Bachelors, Accounting
St. John's University 2006 — 2009
Bachelors, Accounting
Xcel Energy June 2015 - Present
Regency Beauty Institute November 2013 - June 2015
RSM McGladrey, Inc January 2010 - October 2013
St. John's University August 2007 - December 2009
Skills
Tax Compliance, Tax Returns, Tax, GAAP, Time Management, Financial Reporting, Tax Accounting, Tax Preparation, QuickBooks, Financial Accounting, Bookkeeping, 1099 Preparation, Partnership Taxation
Education
Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Taxation
College of Saint Benedict 2006 — 2010
Bachelors, Accounting
St. John's University 2006 — 2009
Bachelors, Accounting
Shannon Kim, CPA's RSM McGladrey, Inc. Experience January 2007 - March 2010
Job Senior Tax Associate at Raffa, PC
Industry Accounting
Experience
Raffa, PC March 2011 - Present
Ernst & Young December 2010 - March 2011
RSM McGladrey, Inc January 2007 - March 2010
Reznick Group January 2005 - August 2006
Skills
CPA, GAAP, Tax, US GAAP, SEC filings, Tax Research, Accounting, Internal Controls, Income Tax, Tax Preparation, Auditing, Financial Reporting, Financial Accounting, FIN 48, Sarbanes-Oxley Act, Corporate Tax
Education
Loyola University Maryland 2004 — 2006
MBA, Accounting
University of Maryland College Park 1997 — 2002
B.A.
Raffa, PC March 2011 - Present
Ernst & Young December 2010 - March 2011
RSM McGladrey, Inc January 2007 - March 2010
Reznick Group January 2005 - August 2006
Skills
CPA, GAAP, Tax, US GAAP, SEC filings, Tax Research, Accounting, Internal Controls, Income Tax, Tax Preparation, Auditing, Financial Reporting, Financial Accounting, FIN 48, Sarbanes-Oxley Act, Corporate Tax
Education
Loyola University Maryland 2004 — 2006
MBA, Accounting
University of Maryland College Park 1997 — 2002
B.A.
Michelle Engle's RSM McGladrey, Inc. Experience 1994 - 2007
Job Controller at Illini Country Club
Industry Recreational Facilities and Services
Experience
Illini Country Club April 2007 - Present
RSM McGladrey, Inc. 1994 - 2007
Skills
Fixed Assets, Financial Reporting, Auditing, Tax, Budgets, Payroll, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Forecasting, Financial Accounting
Education
University of Illinois at Urbana-Champaign 1992 — 1994
Master of Science in Taxation, Accounting/Tax
Illini Country Club April 2007 - Present
RSM McGladrey, Inc. 1994 - 2007
Skills
Fixed Assets, Financial Reporting, Auditing, Tax, Budgets, Payroll, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Forecasting, Financial Accounting
Education
University of Illinois at Urbana-Champaign 1992 — 1994
Master of Science in Taxation, Accounting/Tax
Christopher Sokolowski's RSM McGladrey, Inc. Experience 1998 - November 2011
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 1988 - Present
RSM McGladrey Inc 1998 - November 2011
Skills
CPA, Tax, Tax Research, Corporate Tax, Income Tax, Mergers & Acquisitions, SEC filings, Tax Accounting, GAAP, Tax Advisory, Tax Returns, Internal Audit, FIN 48, Auditing, Financial Reporting, International Tax, Partnership Taxation, Internal Controls, US Tax, Assurance, Transfer Pricing, Revenue Recognition, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Tax Law, Accountants, External Audit, Financial Statements, Accounting, Business Valuation, S Corporations, Consolidation, Sales Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
Master of Science in Taxation, Taxation
DePaul University 1978 — 1982
B.S. Accounting, Accounting
McGladrey LLP 1988 - Present
RSM McGladrey Inc 1998 - November 2011
Skills
CPA, Tax, Tax Research, Corporate Tax, Income Tax, Mergers & Acquisitions, SEC filings, Tax Accounting, GAAP, Tax Advisory, Tax Returns, Internal Audit, FIN 48, Auditing, Financial Reporting, International Tax, Partnership Taxation, Internal Controls, US Tax, Assurance, Transfer Pricing, Revenue Recognition, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Tax Law, Accountants, External Audit, Financial Statements, Accounting, Business Valuation, S Corporations, Consolidation, Sales Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
Master of Science in Taxation, Taxation
DePaul University 1978 — 1982
B.S. Accounting, Accounting
Craig Bice's RSM McGladrey, Inc. Experience August 2005 - September 2010
Job Senior Financial Analyst at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey September 2010 - September 2013
RSM McGladrey, Inc August 2005 - September 2010
Valley Bank June 2003 - August 2004
Skills
Financial Reporting, Financial Analysis, Accounting, General Ledger, PeopleSoft, Forecasting, Finance
Education
Iowa State University 2001 — 2005
BS, Business Management
McGladrey October 2013 - Present
McGladrey September 2010 - September 2013
RSM McGladrey, Inc August 2005 - September 2010
Valley Bank June 2003 - August 2004
Skills
Financial Reporting, Financial Analysis, Accounting, General Ledger, PeopleSoft, Forecasting, Finance
Education
Iowa State University 2001 — 2005
BS, Business Management
Kelly Simonette's RSM McGladrey, Inc. Experience April 1996 - April 2003
Job Candidate Selection Associate at AonHewitt
Industry Human Resources
Experience
AonHewitt December 2008 - Present
RSM McGladrey, Inc April 1996 - April 2003
C.H. Robinson Company October 1994 - April 1996
Education
Minnesota State University, Mankato
AonHewitt December 2008 - Present
RSM McGladrey, Inc April 1996 - April 2003
C.H. Robinson Company October 1994 - April 1996
Education
Minnesota State University, Mankato
Pamela Rogero, CPA's RSM McGladrey, Inc. Experience October 2010 - March 2011
Job Experienced Accountant with GA CPA license
Industry Accounting
Experience
Communication Network Solutions, LLC January 2012 - July 2013
RSM McGladrey, Inc. October 2010 - March 2011
Nortel July 2004 - October 2010
Sterlingheathcare, Inc March 2001 - June 2004
Promotional Considerations, Inc 1995 - 2000
Skills
Accounting, Advance Excel,..., General Ledger, Account Reconciliation, Accounts Receivable, Accounts Payable, Internal Controls, Payroll
Education
Virginia Commonwealth University 1992 — 1995
BA, Individual Studies
The Ohio State University
Accounting
Communication Network Solutions, LLC January 2012 - July 2013
RSM McGladrey, Inc. October 2010 - March 2011
Nortel July 2004 - October 2010
Sterlingheathcare, Inc March 2001 - June 2004
Promotional Considerations, Inc 1995 - 2000
Skills
Accounting, Advance Excel,..., General Ledger, Account Reconciliation, Accounts Receivable, Accounts Payable, Internal Controls, Payroll
Education
Virginia Commonwealth University 1992 — 1995
BA, Individual Studies
The Ohio State University
Accounting
Nicole Hurt's RSM McGladrey, Inc. Experience July 2010 - September 2012
Job Consultant at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
RSM McGladrey, Inc July 2010 - September 2012
Ameriprise Financial Services 2007 - 2009
Ameriprise Financial July 2003 - April 2007
Skills
Editing, Financial Services, Project Management
Education
Walden University 2008 — 2010
MBA, Leadership
Buena Vista University 1996 — 2000
Bachelors, English
Wells Fargo September 2012 - Present
RSM McGladrey, Inc July 2010 - September 2012
Ameriprise Financial Services 2007 - 2009
Ameriprise Financial July 2003 - April 2007
Skills
Editing, Financial Services, Project Management
Education
Walden University 2008 — 2010
MBA, Leadership
Buena Vista University 1996 — 2000
Bachelors, English
Dennis Henle Jr's RSM McGladrey, Inc. Experience October 2010 - October 2011
Job Technical Consultant at IP Pathways
Industry Information Technology and Services
Experience
IP Pathways January 2014 - Present
Harland Financial Solutions December 2011 - January 2014
RSM McGladrey, Inc October 2010 - October 2011
Alliance Technologies December 2006 - October 2010
ITT Educational Services, Inc. March 2009 - March 2010
Alliance Technologies May 2006 - December 2006
Education
Iowa State University 2011 — 2014
Master of Business Administration (MBA)
Central College 2003 — 2006
BA, Computer Science
IP Pathways January 2014 - Present
Harland Financial Solutions December 2011 - January 2014
RSM McGladrey, Inc October 2010 - October 2011
Alliance Technologies December 2006 - October 2010
ITT Educational Services, Inc. March 2009 - March 2010
Alliance Technologies May 2006 - December 2006
Education
Iowa State University 2011 — 2014
Master of Business Administration (MBA)
Central College 2003 — 2006
BA, Computer Science
Mike Tirella's RSM McGladrey, Inc. Experience January 2000 - October 2000
Job Sr. Solution Architect at Virtual Instruments
Industry Information Technology and Services
Experience
Virtual Instruments March 2015 - Present
MetLife January 2012 - March 2015
ESS Consulting June 2009 - January 2012
Brocade October 2000 - June 2009
RSM McGladrey, Inc. January 2000 - October 2000
American Payment Systems, Inc. June 1995 - January 2000
Hyperion Software June 1994 - June 1995
Textron June 1988 - June 1994
Skills
SAN, Disaster Recovery, Storage, Pre-sales, Enterprise Storage, Cloud Computing, Data Center, Virtualization, Brocade, Solution Architecture
Education
University of New Haven 1986 — 1988
Bachelor's degree, Computer Science
Norwalk Technical College 1984 — 1986
Associate's degree, Computer Science
Virtual Instruments March 2015 - Present
MetLife January 2012 - March 2015
ESS Consulting June 2009 - January 2012
Brocade October 2000 - June 2009
RSM McGladrey, Inc. January 2000 - October 2000
American Payment Systems, Inc. June 1995 - January 2000
Hyperion Software June 1994 - June 1995
Textron June 1988 - June 1994
Skills
SAN, Disaster Recovery, Storage, Pre-sales, Enterprise Storage, Cloud Computing, Data Center, Virtualization, Brocade, Solution Architecture
Education
University of New Haven 1986 — 1988
Bachelor's degree, Computer Science
Norwalk Technical College 1984 — 1986
Associate's degree, Computer Science
Bruce Kinville's RSM McGladrey, Inc. Experience 2005 - Present
Job Manager Tech GP
Industry Financial Services
Experience
Coravin December 2013 - Present
RSM McGladrey, Inc 2005 - Present
Navint 2006 - 2009
Caturano and Company 2005 - 2008
Skills
SharePoint, ERP, SSRS, Microsoft Dynamics, Software Implementation, Business Process, Microsoft SQL Server, Microsoft CRM, Great Plains Software, Business Intelligence, Crystal Reports, Accounting, Business Process..., Business Analysis, Financials
Education
Daniel Webster College 1996 — 1998
Bachelor, Computer Systems
Daniel Webster College 1991 — 1995
Bachelor, Accounting
Coravin December 2013 - Present
RSM McGladrey, Inc 2005 - Present
Navint 2006 - 2009
Caturano and Company 2005 - 2008
Skills
SharePoint, ERP, SSRS, Microsoft Dynamics, Software Implementation, Business Process, Microsoft SQL Server, Microsoft CRM, Great Plains Software, Business Intelligence, Crystal Reports, Accounting, Business Process..., Business Analysis, Financials
Education
Daniel Webster College 1996 — 1998
Bachelor, Computer Systems
Daniel Webster College 1991 — 1995
Bachelor, Accounting
Andrea Gille's RSM McGladrey, Inc. Experience October 1998 - June 2011
Job Marketing Coordinator
Industry Accounting
Experience
McGladrey October 1998 - June 2011
RSM McGladrey, Inc October 1998 - June 2011
RSM McGladrey, Inc 1998 - 2010
RSS, Inc. January 1997 - August 1998
Maxim Technologies, Inc January 1993 - April 1997
Skills
Tax, Payroll, Preparation, Tax Returns, Process Scheduler, QuickBooks, Bookkeeping, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Financial Reporting, Tax Preparation, Training
Education
College of Lake County 1985 — 1985
Accounting
Mundelein High School 1980 — 1984
Business
McGladrey October 1998 - June 2011
RSM McGladrey, Inc October 1998 - June 2011
RSM McGladrey, Inc 1998 - 2010
RSS, Inc. January 1997 - August 1998
Maxim Technologies, Inc January 1993 - April 1997
Skills
Tax, Payroll, Preparation, Tax Returns, Process Scheduler, QuickBooks, Bookkeeping, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Financial Reporting, Tax Preparation, Training
Education
College of Lake County 1985 — 1985
Accounting
Mundelein High School 1980 — 1984
Business
Dionne Grant's RSM McGladrey, Inc. Experience 2000 - 2003
Job Financial Analyst | Accountant | Consolidation Accounting | Microsoft Office | Monthend Close
Industry Financial Services
Experience
Currently seeking new opportunities March 2015 - Present
Currently seeking new opportunities March 2015 - Present
American Express 2007 - March 2015
DHL Express/Global Forwarding (Assignment) 2005 - 2006
Avborne Accessory Group 2004 - 2005
MCI Worldcom (Assignment) 2003 - 2004
RSM McGladrey Inc. 2000 - 2003
Florida Coca-Cola Bottling Company 1995 - 1999
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
Master's Degree, Accounting and Finance, 3.98/4.00
University of South Florida 1992 — 1994
Master of Business Administration (M.B.A.), MBA in Finance, 3.5/4.0
The University of the West Indies, Mona 1985 — 1988
Bachelor's Degree, Economics and Accounting, Hons.
Currently seeking new opportunities March 2015 - Present
Currently seeking new opportunities March 2015 - Present
American Express 2007 - March 2015
DHL Express/Global Forwarding (Assignment) 2005 - 2006
Avborne Accessory Group 2004 - 2005
MCI Worldcom (Assignment) 2003 - 2004
RSM McGladrey Inc. 2000 - 2003
Florida Coca-Cola Bottling Company 1995 - 1999
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
Master's Degree, Accounting and Finance, 3.98/4.00
University of South Florida 1992 — 1994
Master of Business Administration (M.B.A.), MBA in Finance, 3.5/4.0
The University of the West Indies, Mona 1985 — 1988
Bachelor's Degree, Economics and Accounting, Hons.
Roy Jensen's RSM McGladrey, Inc. Experience 2009 - 2010
Job Consultant at Independent Consultant Financial Industry
Industry Banking
Experience
Independent Consultant - Financial Industry January 2002 - Present
RSM McGladrey, Inc 2009 - 2010
Investec Earnst & Company 2000 - March 2002
The Dime Bankcorp, Inc. 1994 - 2000
The Office of Thrift Supervision 1986 - 1994
The Chase Manhattan Bank 1980 - 1986
Skills
Internal Audit, Banking, Internal Controls, Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Risk Assessment, Financial Services, Credit Risk, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1972 — 1974
MA, Economics, Finance
Saint Vincent College 1964 — 1968
BA, Economics, Finance
Independent Consultant - Financial Industry January 2002 - Present
RSM McGladrey, Inc 2009 - 2010
Investec Earnst & Company 2000 - March 2002
The Dime Bankcorp, Inc. 1994 - 2000
The Office of Thrift Supervision 1986 - 1994
The Chase Manhattan Bank 1980 - 1986
Skills
Internal Audit, Banking, Internal Controls, Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Risk Assessment, Financial Services, Credit Risk, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1972 — 1974
MA, Economics, Finance
Saint Vincent College 1964 — 1968
BA, Economics, Finance
Robert Mirabal's RSM McGladrey, Inc. Experience 2013 - Present
Job Risk Advisory Services Manager at McGladrey
Industry Banking
Experience
McGladrey February 2013 - Present
RSM McGladrey, Inc 2013 - Present
U.S. Century Bank July 2006 - February 2013
Skills
AML, Banking, Operational Risk, Risk Management, Bank Secrecy Act, Cash Management, Commercial Banking, Retail Banking, Credit, OFAC, Enterprise Risk...
Education
Brooklyn College 1974 — 2003
Bachelor of Science, Accounting
McGladrey February 2013 - Present
RSM McGladrey, Inc 2013 - Present
U.S. Century Bank July 2006 - February 2013
Skills
AML, Banking, Operational Risk, Risk Management, Bank Secrecy Act, Cash Management, Commercial Banking, Retail Banking, Credit, OFAC, Enterprise Risk...
Education
Brooklyn College 1974 — 2003
Bachelor of Science, Accounting
Corey Alshouse, CPA's RSM McGladrey, Inc. Experience 2008 - 2009
Job Corporate Staff Accountant at PGA TOUR
Industry Accounting
Experience
PGA TOUR October 2013 - Present
PGA TOUR January 2013 - October 2013
Biomet Microfixation September 2011 - August 2012
Grant Thornton LLP January 2010 - July 2011
RSM McGladrey, Inc. 2008 - 2009
Skills
GAAP, Auditing, Financial Statements, Fixed Assets, Payroll, Accruals, Internal Controls, CPA, Financial Reporting, Accounting, SEC filings, US GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Tax, Accounts Payable, Financial Analysis, Internal Audit, QuickBooks, Variance Analysis, Corporate Tax
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2008
Masters, Accounting, GPA: 3.55
Wittenberg University 2003 — 2007
Bachelors, Business/Economics
Avon Lake High School 1999 — 2003
PGA TOUR October 2013 - Present
PGA TOUR January 2013 - October 2013
Biomet Microfixation September 2011 - August 2012
Grant Thornton LLP January 2010 - July 2011
RSM McGladrey, Inc. 2008 - 2009
Skills
GAAP, Auditing, Financial Statements, Fixed Assets, Payroll, Accruals, Internal Controls, CPA, Financial Reporting, Accounting, SEC filings, US GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Tax, Accounts Payable, Financial Analysis, Internal Audit, QuickBooks, Variance Analysis, Corporate Tax
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2008
Masters, Accounting, GPA: 3.55
Wittenberg University 2003 — 2007
Bachelors, Business/Economics
Avon Lake High School 1999 — 2003
Nadia Saidu-Kamara, CGAP®'s RSM McGladrey, Inc. Experience July 2011 - October 2011
Job Senior Associate, Operations Risk Control Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Volunteer December 2011 - Present
RSM McGladrey, Inc. July 2011 - October 2011
SolomonEdwardsGroup August 2009 - July 2011
FINRA March 2007 - March 2009
PNC Financial Services, Inc., N.A. August 2004 - September 2006
The Vanguard Group June 2000 - August 2003
Skills
Financial Analysis, Risk Management, Investments, Financial Modeling, Finance, Asset Managment, Bloomberg, Portfolio Management, Investment Banking, Analysis, Equities, Fixed Income, Banking, Due Diligence, Auditing, Internal Audit, Internal Controls, Accounting, Access, Budgets, Financial Services, Asset Management, Management, Financial Risk, Securities, Mutual Funds, Leadership, Financial Planning
Education
University of Pittsburgh 2000 — 2004
BSBA, Business Administration/Psychology, Minor: Economics
J.P. Morgan August 2013 - Present
Volunteer December 2011 - Present
RSM McGladrey, Inc. July 2011 - October 2011
SolomonEdwardsGroup August 2009 - July 2011
FINRA March 2007 - March 2009
PNC Financial Services, Inc., N.A. August 2004 - September 2006
The Vanguard Group June 2000 - August 2003
Skills
Financial Analysis, Risk Management, Investments, Financial Modeling, Finance, Asset Managment, Bloomberg, Portfolio Management, Investment Banking, Analysis, Equities, Fixed Income, Banking, Due Diligence, Auditing, Internal Audit, Internal Controls, Accounting, Access, Budgets, Financial Services, Asset Management, Management, Financial Risk, Securities, Mutual Funds, Leadership, Financial Planning
Education
University of Pittsburgh 2000 — 2004
BSBA, Business Administration/Psychology, Minor: Economics
Michelle Schmitt's RSM McGladrey, Inc. Experience July 1996 - October 2003
Job HR Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2003 - Present
RSM McGladrey, Inc July 1996 - October 2003
Farm Bureau Financial Services August 1989 - June 1996
Education
Drake University
MBA
Luther College
BA, Management, Spanish
Wells Fargo Bank October 2003 - Present
RSM McGladrey, Inc July 1996 - October 2003
Farm Bureau Financial Services August 1989 - June 1996
Education
Drake University
MBA
Luther College
BA, Management, Spanish
Sherrie Xie, CPA's RSM McGladrey, Inc. Experience January 2008 - April 2009
Job Senior Domestic Tax Analyst at Harris Corporation
Industry Semiconductors
Experience
Harris Corporation July 2013 - Present
Intersil November 2010 - October 2012
Florida Department of Revenue September 2009 - November 2010
RSM McGladrey, Inc. January 2008 - April 2009
Education
University of Central Florida - College of Business Administration
Master, Accounting
Harris Corporation July 2013 - Present
Intersil November 2010 - October 2012
Florida Department of Revenue September 2009 - November 2010
RSM McGladrey, Inc. January 2008 - April 2009
Education
University of Central Florida - College of Business Administration
Master, Accounting
Amber Coauette, CPA's RSM McGladrey, Inc. Experience January 2007 - April 2007
Job Internal Audit / Compliance Officer at Security BankUSA
Industry Financial Services
Experience
Security BankUSA June 2010 - Present
PricewaterhouseCoopers September 2008 - May 2010
PricewaterhouseCoopers June 2007 - August 2007
RSM McGladrey, Inc. January 2007 - April 2007
Skills
Internal Audit, Internal Controls, CPA, Accounting, Tax, Sarbanes-Oxley Act, GAAP, Financial Reporting, SEC filings, US GAAP, Financial Accounting, Auditing, Sarbanes-Oxley
Education
The University of North Dakota 2004 — 2008
Bachelor, Accountancy
Minot State University-Bottineau 2003 — 2004
N/A, General Studies
Security BankUSA June 2010 - Present
PricewaterhouseCoopers September 2008 - May 2010
PricewaterhouseCoopers June 2007 - August 2007
RSM McGladrey, Inc. January 2007 - April 2007
Skills
Internal Audit, Internal Controls, CPA, Accounting, Tax, Sarbanes-Oxley Act, GAAP, Financial Reporting, SEC filings, US GAAP, Financial Accounting, Auditing, Sarbanes-Oxley
Education
The University of North Dakota 2004 — 2008
Bachelor, Accountancy
Minot State University-Bottineau 2003 — 2004
N/A, General Studies
Geoff Pignatiello's RSM McGladrey, Inc. Experience October 2008 - September 2010
Job Lead Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
McGladrey LLP October 2010 - September 2012
RSM McGladrey, Inc October 2008 - September 2010
RSM McGladrey, Inc September 2006 - September 2008
Skills
Tax, CPA, Tax Returns, High Net Worth..., Tax Advisory, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, General Ledger, QuickBooks, Partnership Taxation, Account Reconciliation, S Corporations, Microsoft Excel, Mergers, US Tax, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
Masters of Science in Taxation
North Central College 2002 — 2006
B.S., Accounting
McGladrey October 2012 - Present
McGladrey LLP October 2010 - September 2012
RSM McGladrey, Inc October 2008 - September 2010
RSM McGladrey, Inc September 2006 - September 2008
Skills
Tax, CPA, Tax Returns, High Net Worth..., Tax Advisory, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, General Ledger, QuickBooks, Partnership Taxation, Account Reconciliation, S Corporations, Microsoft Excel, Mergers, US Tax, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
Masters of Science in Taxation
North Central College 2002 — 2006
B.S., Accounting
Andrew Steckel's RSM McGladrey, Inc. Experience January 2009 - April 2009
Job Senior Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP August 2011 - Present
UNI John Pappajohn Entrepreneurial Center December 2009 - January 2011
RSM McGladrey, Inc. January 2009 - April 2009
Republic Companies May 2008 - August 2008
Republic Companies June 2007 - August 2007
Skills
Accounting, Auditing, Quickbooks, Internal Controls, GAAP, Financial Accounting, US GAAP, Tax Accounting, Tax Preparation, Income Tax, Financial Analysis, CPA, Single Audit, Assurance, SEC filings, Financial Reporting
Education
University of Northern Iowa 2006 — 2011
Master of Accountancy
Davenport Central 2002 — 2006
McGladrey LLP August 2011 - Present
UNI John Pappajohn Entrepreneurial Center December 2009 - January 2011
RSM McGladrey, Inc. January 2009 - April 2009
Republic Companies May 2008 - August 2008
Republic Companies June 2007 - August 2007
Skills
Accounting, Auditing, Quickbooks, Internal Controls, GAAP, Financial Accounting, US GAAP, Tax Accounting, Tax Preparation, Income Tax, Financial Analysis, CPA, Single Audit, Assurance, SEC filings, Financial Reporting
Education
University of Northern Iowa 2006 — 2011
Master of Accountancy
Davenport Central 2002 — 2006
Paul Urbaszewski's RSM McGladrey, Inc. Experience December 2005 - September 2007
Job CPA
Industry Financial Services
Experience
Vogel Consulting LLC October 2007 - June 2009
Vogel Consulting 2007 - 2008
RSM McGladrey Inc December 2005 - September 2007
Brookfield Properties June 2001 - December 2005
National Futures Association June 1999 - June 2001
Education
Illinois Wesleyan University
BA Accounting
DePaul University
Masters, Taxation
Vogel Consulting LLC October 2007 - June 2009
Vogel Consulting 2007 - 2008
RSM McGladrey Inc December 2005 - September 2007
Brookfield Properties June 2001 - December 2005
National Futures Association June 1999 - June 2001
Education
Illinois Wesleyan University
BA Accounting
DePaul University
Masters, Taxation
Yelena Quest's RSM McGladrey, Inc. Experience September 2007 - February 2009
Job Talent Acquisition Coordinator at Cablevision
Industry Human Resources
Experience
RSM McGladrey, Inc September 2007 - February 2009
RSM McGladrey, Inc. September 2006 - September 2007
Amper Politziner June 2005 - July 2006
Isrealoff Trattner & Co. CPA's May 1998 - June 2005
Skills
Recruiting, Human Resources, PeopleSoft, Campus Recruiting, Office Administration, Microsoft Office, Executive Support, Onboarding, Administrative..., Applicant Tracking..., Talent Acquisition, Time Management, Personnel Management, Temporary Placement, Employee Relations, Talent Management, Team Building, Interviews, Management
Education
New York University 1995 — 1998
Secondary Education
Uzbek State World Languages University 1991 — 1994
AS, English
RSM McGladrey, Inc September 2007 - February 2009
RSM McGladrey, Inc. September 2006 - September 2007
Amper Politziner June 2005 - July 2006
Isrealoff Trattner & Co. CPA's May 1998 - June 2005
Skills
Recruiting, Human Resources, PeopleSoft, Campus Recruiting, Office Administration, Microsoft Office, Executive Support, Onboarding, Administrative..., Applicant Tracking..., Talent Acquisition, Time Management, Personnel Management, Temporary Placement, Employee Relations, Talent Management, Team Building, Interviews, Management
Education
New York University 1995 — 1998
Secondary Education
Uzbek State World Languages University 1991 — 1994
AS, English
Hugo Villao's RSM McGladrey, Inc. Experience April 2006 - August 2007
Job Auditor at NYS HCR
Industry Accounting
Experience
NYS HCR October 2013 - Present
Loeb & Troper March 2010 - April 2013
McGladrey & Pullen September 2007 - July 2009
RSM MCGLADREY INC April 2006 - August 2007
Eisner LLP October 2001 - March 2006
Skills
Auditing, Accounting, Financial Statements, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Balance, Microsoft Office, Spanish, Profit, Software Documentation, Retail, Database Administration, Customer Service, Marketing, Proposal Writing, Networking, Microsoft Works, Proofreading
Education
City University of New York-Hunter College 2003 — 2005
Accountant
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Information Systems/Accounting
NYS HCR October 2013 - Present
Loeb & Troper March 2010 - April 2013
McGladrey & Pullen September 2007 - July 2009
RSM MCGLADREY INC April 2006 - August 2007
Eisner LLP October 2001 - March 2006
Skills
Auditing, Accounting, Financial Statements, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Balance, Microsoft Office, Spanish, Profit, Software Documentation, Retail, Database Administration, Customer Service, Marketing, Proposal Writing, Networking, Microsoft Works, Proofreading
Education
City University of New York-Hunter College 2003 — 2005
Accountant
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Information Systems/Accounting
Michelle Horaney's RSM McGladrey, Inc. Experience January 2004 - November 2011
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey January 2004 - Present
RSM McGladrey, Inc January 2004 - November 2011
City of Galesburg, IL April 1997 - January 2004
Skills
CPA, Auditing, US GAAP, GAAP, Internal Controls, Accounting, Financial Reporting, Assurance, Financial Accounting, External Audit, Forensic Accounting, Higher Education, State Government, Local Government, Student Financial Aid, GASB, FASB, OMB Circular A-133, Revenue Recognition, Finance, Financial Statements
Education
St. Ambrose University 2001 — 2003
Master's degree, Business Administration
Illinois State University 1987 — 1991
Bachelor's degree of Science, Accounting
St. Ambrose University
Doctorate of Business Administration
McGladrey January 2004 - Present
RSM McGladrey, Inc January 2004 - November 2011
City of Galesburg, IL April 1997 - January 2004
Skills
CPA, Auditing, US GAAP, GAAP, Internal Controls, Accounting, Financial Reporting, Assurance, Financial Accounting, External Audit, Forensic Accounting, Higher Education, State Government, Local Government, Student Financial Aid, GASB, FASB, OMB Circular A-133, Revenue Recognition, Finance, Financial Statements
Education
St. Ambrose University 2001 — 2003
Master's degree, Business Administration
Illinois State University 1987 — 1991
Bachelor's degree of Science, Accounting
St. Ambrose University
Doctorate of Business Administration
Bryan Wilson's RSM McGladrey, Inc. Experience 2004 - 2005
Job Field Engineer at Butier Engineering
Industry Construction
Experience
Butier Engineering 2014 - Present
Encore Tax Consulting Services, Inc. 2011 - 2014
Moss Adams LLP 2007 - 2009
Bedford Cost Segregation, LLC 2005 - 2007
RSM McGladrey, Inc 2004 - 2005
Moss Adams LLP 2002 - 2004
Arthur Andersen LLP 2001 - 2002
KPMG 1997 - 2001
Butier Engineering 1996 - 1997
Skills
Leadership, Strategic Planning, Project Management, Accounting, Financial Analysis, Budgets, Microsoft Excel, Management
Education
California State Polytechnic University-Pomona 1991 — 2000
BS, Construction Engineering
California State Polytechnic University-Pomona 1991 — 2000
Bachelor's degree, Construction Engineering
Butier Engineering 2014 - Present
Encore Tax Consulting Services, Inc. 2011 - 2014
Moss Adams LLP 2007 - 2009
Bedford Cost Segregation, LLC 2005 - 2007
RSM McGladrey, Inc 2004 - 2005
Moss Adams LLP 2002 - 2004
Arthur Andersen LLP 2001 - 2002
KPMG 1997 - 2001
Butier Engineering 1996 - 1997
Skills
Leadership, Strategic Planning, Project Management, Accounting, Financial Analysis, Budgets, Microsoft Excel, Management
Education
California State Polytechnic University-Pomona 1991 — 2000
BS, Construction Engineering
California State Polytechnic University-Pomona 1991 — 2000
Bachelor's degree, Construction Engineering
Jordan Jacobsen, CPA's RSM McGladrey, Inc. Experience February 2010 - April 2010
Job Fund Accountant at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management February 2012 - Present
Lacrosse Global Fund Services August 2010 - February 2012
CarVal Investors June 2010 - August 2010
University of Minnesota Duluth May 2009 - May 2010
RSM McGladrey, Inc. February 2010 - April 2010
CLIC Sargent July 2009 - August 2009
University of Minnesota September 2008 - May 2009
Education
University of Minnesota Duluth 2006 — 2010
Bachelor, Business Administration; Financial Markets Finance
University of Minnesota-Duluth 2006 — 2010
Bachelor, Accounting
Pine River Capital Management February 2012 - Present
Lacrosse Global Fund Services August 2010 - February 2012
CarVal Investors June 2010 - August 2010
University of Minnesota Duluth May 2009 - May 2010
RSM McGladrey, Inc. February 2010 - April 2010
CLIC Sargent July 2009 - August 2009
University of Minnesota September 2008 - May 2009
Education
University of Minnesota Duluth 2006 — 2010
Bachelor, Business Administration; Financial Markets Finance
University of Minnesota-Duluth 2006 — 2010
Bachelor, Accounting
Kent Cooney's RSM McGladrey, Inc. Experience 1976 - 1997
Job Director at Chicago Rivet & Machine Co
Industry Hospitality
Experience
Golden Eagle Community Bank 2013 - Present
Kingston Lanes 2013 - Present
Chicago Rivet & Machine Co May 2004 - Present
Heldon Bay LP May 1997 - Present
Harris Bank Woodstock 1997 - 2009
McHenry County Community Foundation January 2001 - June 2006
RSM McGladrey, Inc. 1976 - 1997
Skills
Accounting, Strategic Planning, Leadership, Event Planning, Customer Service, Management, Nonprofits, Budgets, Team Building
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Science (BS), Accountancy
Golden Eagle Community Bank 2013 - Present
Kingston Lanes 2013 - Present
Chicago Rivet & Machine Co May 2004 - Present
Heldon Bay LP May 1997 - Present
Harris Bank Woodstock 1997 - 2009
McHenry County Community Foundation January 2001 - June 2006
RSM McGladrey, Inc. 1976 - 1997
Skills
Accounting, Strategic Planning, Leadership, Event Planning, Customer Service, Management, Nonprofits, Budgets, Team Building
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Science (BS), Accountancy
Yoni Herman's RSM McGladrey, Inc. Experience January 2006 - April 2006
Job Accountant at Naiman, May & Associates P.A.
Industry Accounting
Experience
BillingMD, Inc. February 2009 - Present
Naiman, May & Associates June 2006 - Present
RSM McGladrey, Inc January 2006 - April 2006
Skills
Tax, Corporate Tax, Accounting, Financial Statements, Tax Returns, Bookkeeping, Sales Tax, CPA, Budgets, Bank Reconciliation, IRS, QuickBooks, Auditing, Tax Preparation, GAAP, Financial Reporting, Financial Accounting, Small Business, Accounts Receivable
Education
Ner Israel Rabbinical College 2001 — 2005
Degree: Bachelor, Talmudic Law
Catonsville Community College 2002 — 2004
Certificate of Accounting
BillingMD, Inc. February 2009 - Present
Naiman, May & Associates June 2006 - Present
RSM McGladrey, Inc January 2006 - April 2006
Skills
Tax, Corporate Tax, Accounting, Financial Statements, Tax Returns, Bookkeeping, Sales Tax, CPA, Budgets, Bank Reconciliation, IRS, QuickBooks, Auditing, Tax Preparation, GAAP, Financial Reporting, Financial Accounting, Small Business, Accounts Receivable
Education
Ner Israel Rabbinical College 2001 — 2005
Degree: Bachelor, Talmudic Law
Catonsville Community College 2002 — 2004
Certificate of Accounting
John Heyde's RSM McGladrey, Inc. Experience 2005 - 2007
Job Assistant Vice President at SandsPoint Capital Advisors LLC
Industry Accounting
Experience
SandsPoint Capital Advisors LLC April 2014 - Present
J.P. Morgan September 2012 - March 2014
Archon Group January 2008 - August 2012
RSM McGladrey, Inc 2005 - 2007
Skills
GAAP, General Ledger, Accounting, Financial Reporting, Financial Statements, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Consolidation, US GAAP, Sarbanes-Oxley Act, SEC filings, CPA, Due Diligence, Financial Modeling
Education
Baylor University 1999 — 2005
MACC, Accounting
Baylor University - Hankamer School of Business 1999 — 2005
Master's degree, Accounting
SandsPoint Capital Advisors LLC April 2014 - Present
J.P. Morgan September 2012 - March 2014
Archon Group January 2008 - August 2012
RSM McGladrey, Inc 2005 - 2007
Skills
GAAP, General Ledger, Accounting, Financial Reporting, Financial Statements, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Consolidation, US GAAP, Sarbanes-Oxley Act, SEC filings, CPA, Due Diligence, Financial Modeling
Education
Baylor University 1999 — 2005
MACC, Accounting
Baylor University - Hankamer School of Business 1999 — 2005
Master's degree, Accounting
Morris Oldham, CPA's RSM McGladrey, Inc. Experience November 2005 - April 2011
Job CFO at Encompass Championship Charities
Industry Accounting
Experience
Oldham Advisory Services, LLC May 2012 - Present
Encompass Championship Charities February 2013 - Present
RSM McGladrey, Inc. November 2005 - April 2011
McGladrey & Pullen LLP January 2005 - April 2011
Altschuler, Melvoin and Glasser LLP February 1980 - December 2004
Skills
CPA, Fraud, SEC filings, IPO, Accounting, Auditing, Internal Controls, GAAP, US GAAP, Private Equity, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accountancy
South Shore High School, Chicago, Illinois
Oldham Advisory Services, LLC May 2012 - Present
Encompass Championship Charities February 2013 - Present
RSM McGladrey, Inc. November 2005 - April 2011
McGladrey & Pullen LLP January 2005 - April 2011
Altschuler, Melvoin and Glasser LLP February 1980 - December 2004
Skills
CPA, Fraud, SEC filings, IPO, Accounting, Auditing, Internal Controls, GAAP, US GAAP, Private Equity, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accountancy
South Shore High School, Chicago, Illinois
Josh Keirsey's RSM McGladrey, Inc. Experience January 2008 - October 2010
Job Lead Tax Analyst at KeyBank
Industry Accounting
Experience
KeyBank March 2014 - Present
KeyBank July 2011 - March 2014
Rebuilding Together Cleveland 2008 - December 2013
Lytkowski & Co. September 2010 - May 2011
RSM McGladrey Inc January 2008 - October 2010
Key Bank January 2007 - December 2007
Key Bank October 2005 - January 2007
Developers Diversified Realty January 2005 - October 2005
United Auto Group June 2003 - January 2005
Skills
Financial Analysis, Tax Preparation, Corporate Tax, Income Tax, Fixed Assets, Retail, Retail Sales, Microsoft Excel, Accounting, Forecasting, Finance
Education
Cleveland State University 2005 — 2006
MBA, Business Administration, Accounting
Cleveland State University 2003 — 2005
Bachelor of Science, Accounting
Cuyahoga Community College 2000 — 2003
Associate of Arts, Accounting
KeyBank March 2014 - Present
KeyBank July 2011 - March 2014
Rebuilding Together Cleveland 2008 - December 2013
Lytkowski & Co. September 2010 - May 2011
RSM McGladrey Inc January 2008 - October 2010
Key Bank January 2007 - December 2007
Key Bank October 2005 - January 2007
Developers Diversified Realty January 2005 - October 2005
United Auto Group June 2003 - January 2005
Skills
Financial Analysis, Tax Preparation, Corporate Tax, Income Tax, Fixed Assets, Retail, Retail Sales, Microsoft Excel, Accounting, Forecasting, Finance
Education
Cleveland State University 2005 — 2006
MBA, Business Administration, Accounting
Cleveland State University 2003 — 2005
Bachelor of Science, Accounting
Cuyahoga Community College 2000 — 2003
Associate of Arts, Accounting
Jamie May, CPA's RSM McGladrey, Inc. Experience January 2009 - January 2011
Job Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey December 2012 - Present
HKG, LLP January 2011 - October 2012
RSM McGladrey, Inc January 2009 - January 2011
Skills
Tax Returns, Tax Research, QuickBooks, General Ledger, ProSystem fx Tax, CPA, Income Tax, High Net Worth..., Corporate Tax, S Corporation Tax, Partnership Taxation, Account Reconciliation, Lacerte, GAAP
Education
California State Polytechnic University-Pomona 2006 — 2008
Business, Accounting
McGladrey December 2012 - Present
HKG, LLP January 2011 - October 2012
RSM McGladrey, Inc January 2009 - January 2011
Skills
Tax Returns, Tax Research, QuickBooks, General Ledger, ProSystem fx Tax, CPA, Income Tax, High Net Worth..., Corporate Tax, S Corporation Tax, Partnership Taxation, Account Reconciliation, Lacerte, GAAP
Education
California State Polytechnic University-Pomona 2006 — 2008
Business, Accounting
Dominic Saebeler's RSM McGladrey, Inc. Experience 1996 - 1997
Job
Industry Government Administration
Experience
State of Illinois - Office of the State CIO at CMS/BCCS May 2015 - Present
Illinois Environmental Protection Agency December 2012 - May 2015
Illinois Executive Ethics Commission April 2011 - December 2012
Illinois Department of Agriculture January 2010 - March 2011
State of Illinois Department of Central Management Services 2005 - 2010
Ameritech/SBC 1997 - 2004
RSM McGladrey, Inc 1996 - 1997
Anixter 1990 - 1994
Skills
Government, Policy, Public Policy, Legislation, Legal Research, Policy Analysis, State Government, Contract Negotiation, Legal Writing, Leadership, Program Management, Litigation, Strategic Planning, Management, Negotiation, Corporate Governance, Corporate Law, Contract Management, Analysis, Government Procurement, Information Technology, Organizational..., Governance, Management Consulting
Education
Loyola University Chicago School of Law 1991 — 1994
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1988 — 1989
Bachelor of Science (BS)
Michigan State University 1985 — 1987
State of Illinois - Office of the State CIO at CMS/BCCS May 2015 - Present
Illinois Environmental Protection Agency December 2012 - May 2015
Illinois Executive Ethics Commission April 2011 - December 2012
Illinois Department of Agriculture January 2010 - March 2011
State of Illinois Department of Central Management Services 2005 - 2010
Ameritech/SBC 1997 - 2004
RSM McGladrey, Inc 1996 - 1997
Anixter 1990 - 1994
Skills
Government, Policy, Public Policy, Legislation, Legal Research, Policy Analysis, State Government, Contract Negotiation, Legal Writing, Leadership, Program Management, Litigation, Strategic Planning, Management, Negotiation, Corporate Governance, Corporate Law, Contract Management, Analysis, Government Procurement, Information Technology, Organizational..., Governance, Management Consulting
Education
Loyola University Chicago School of Law 1991 — 1994
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1988 — 1989
Bachelor of Science (BS)
Michigan State University 1985 — 1987
Tyler Smith, CFA's RSM McGladrey, Inc. Experience September 2007 - August 2010
Job Investment Analyst at State Farm
Industry Investment Management
Experience
State Farm February 2013 - Present
Liberty Mutual Insurance July 2012 - January 2013
State Farm Insurance June 2011 - August 2011
RSM McGladrey, Inc September 2007 - August 2010
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Tax, Corporate Finance, Financial Risk, Portfolio Management, Due Diligence, Valuation, Income Tax, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
MBA, Finance
Illinois Wesleyan University 2003 — 2007
Bachelor of Arts, Accounting
State Farm February 2013 - Present
Liberty Mutual Insurance July 2012 - January 2013
State Farm Insurance June 2011 - August 2011
RSM McGladrey, Inc September 2007 - August 2010
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Tax, Corporate Finance, Financial Risk, Portfolio Management, Due Diligence, Valuation, Income Tax, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
MBA, Finance
Illinois Wesleyan University 2003 — 2007
Bachelor of Arts, Accounting
Benjamin Tarshish's RSM McGladrey, Inc. Experience August 2009 - December 2009
Job Attorney/Partner at Tarshish Cody, PLC
Industry Law Practice
Experience
Tarshish Cody, PLC December 2011 - Present
LegalLanding.com July 2010 - Present
Tarshish Law November 2011 - December 2011
Goldberg Weisman Cairo May 2009 - August 2010
RSM McGladrey, Inc August 2009 - December 2009
Skills
Legal Research, Civil Litigation, Trials, Courts, Personal Injury, Mediation, Criminal Defense, Hearings, Litigation, Contract Negotiation, Arbitration, Licensing, Corporate Law, Commercial Litigation, Employment Litigation, Legal Writing, Class Actions, Contract Disputes, Trial Practice, Personal Injury..., Product Liability, Appeals, Medical Malpractice, Negotiating Contracts, Torts, Premises Liability, Wrongful Death, Legal Assistance, Business Transactions, Breach Of Contract, Business Disputes, Commercial Disputes, Complex Litigation, Dispute Resolution, Liability, Legal Services, Start-ups, Start-up Ventures, Internet Entrepreneur, LLC
Education
Carleton College
B.A., Political Science and Economics
Hopkins High School
William Mitchell College of Law
J.D.
Tarshish Cody, PLC December 2011 - Present
LegalLanding.com July 2010 - Present
Tarshish Law November 2011 - December 2011
Goldberg Weisman Cairo May 2009 - August 2010
RSM McGladrey, Inc August 2009 - December 2009
Skills
Legal Research, Civil Litigation, Trials, Courts, Personal Injury, Mediation, Criminal Defense, Hearings, Litigation, Contract Negotiation, Arbitration, Licensing, Corporate Law, Commercial Litigation, Employment Litigation, Legal Writing, Class Actions, Contract Disputes, Trial Practice, Personal Injury..., Product Liability, Appeals, Medical Malpractice, Negotiating Contracts, Torts, Premises Liability, Wrongful Death, Legal Assistance, Business Transactions, Breach Of Contract, Business Disputes, Commercial Disputes, Complex Litigation, Dispute Resolution, Liability, Legal Services, Start-ups, Start-up Ventures, Internet Entrepreneur, LLC
Education
Carleton College
B.A., Political Science and Economics
Hopkins High School
William Mitchell College of Law
J.D.
Terrence Bax, CPA's RSM McGladrey, Inc. Experience May 2002 - April 2006
Job Selfemployed Taxes, Accounting & Consulting
Industry Accounting
Experience
Terry Bax, CPA May 2012 - Present
Barts Electric Company, Inc December 2009 - May 2012
Core Construction of Texas April 2006 - October 2009
RSM McGladrey, Inc May 2002 - April 2006
Archon Group April 2001 - May 2002
Deloitte & Touche, LLP July 2000 - April 2001
PricewaterhouseCoopers LLP September 1998 - August 2000
Mayer Hoffman McCann LC, Certified Public November 1997 - September 1998
Baird, Kurtz & Dobson, CPA June 1996 - November 1997
Skills
Process Improvement, Payroll, Account Reconciliation, QuickBooks, Accounts Receivable, Internal Controls, Auditing, Tax, Accounting, Corporate Tax, Finance, Sales Tax
Education
University of Central Missouri
Bachelor of Science, Accounting
University of Central Missouri
Master of Arts Degree, Mass Communications - Public Relations & Advertising
College of the Ozarks
Bachelor of Science, Communications
Terry Bax, CPA May 2012 - Present
Barts Electric Company, Inc December 2009 - May 2012
Core Construction of Texas April 2006 - October 2009
RSM McGladrey, Inc May 2002 - April 2006
Archon Group April 2001 - May 2002
Deloitte & Touche, LLP July 2000 - April 2001
PricewaterhouseCoopers LLP September 1998 - August 2000
Mayer Hoffman McCann LC, Certified Public November 1997 - September 1998
Baird, Kurtz & Dobson, CPA June 1996 - November 1997
Skills
Process Improvement, Payroll, Account Reconciliation, QuickBooks, Accounts Receivable, Internal Controls, Auditing, Tax, Accounting, Corporate Tax, Finance, Sales Tax
Education
University of Central Missouri
Bachelor of Science, Accounting
University of Central Missouri
Master of Arts Degree, Mass Communications - Public Relations & Advertising
College of the Ozarks
Bachelor of Science, Communications
Rachael Louie's RSM McGladrey, Inc. Experience June 2010 - July 2010
Job Associate in Banking and Capital Markets and PwC
Industry Accounting
Espensen Janet's RSM McGladrey, Inc. Experience January 1982 - Present
Job Sr Billing Administrator at RSM McGladrey, Inc
Industry Accounting
Experience
RSM McGladrey, Inc January 1982 - Present
Education
Kirkwood Community College 1980 — 1982
Applied Science, Accounting
RSM McGladrey, Inc January 1982 - Present
Education
Kirkwood Community College 1980 — 1982
Applied Science, Accounting
Terry Gilland's RSM McGladrey, Inc. Experience DirectorMcGladrey, LLCJanuary 2012 - Present
Job Director at McGladrey, LLC
Industry Accounting
Experience
RSM McGladrey, Inc. DirectorMcGladrey, LLCJanuary 2012 - Present
McGladrey & Pullen 2008 - Present
Taylor Construction Group, LLC 2001 - 2005
McGladrey & Pullen, LLP October 1972 - December 2000
Skills
Accounting, Auditing, Business Planning
Education
University of Missouri-Columbia 1965 — 1971
BSBA and Masters of Arts, Accounting
RSM McGladrey, Inc. DirectorMcGladrey, LLCJanuary 2012 - Present
McGladrey & Pullen 2008 - Present
Taylor Construction Group, LLC 2001 - 2005
McGladrey & Pullen, LLP October 1972 - December 2000
Skills
Accounting, Auditing, Business Planning
Education
University of Missouri-Columbia 1965 — 1971
BSBA and Masters of Arts, Accounting
Paul Ciaramitaro's RSM McGladrey, Inc. Experience September 2006 - November 2007
Job Director U.S. Taxation at Mitel
Industry Telecommunications
Angel Williams's RSM McGladrey, Inc. Experience 2009 - June 2011
Job Office Administrator
Industry Consumer Services
Experience
Comm Link Inc. October 2014 - Present
PAC Office August 2011 - December 2013
RSM McGladrey, Inc. 2009 - June 2011
Mercer April 2007 - October 2009
W.Y.N 2000 - 2007
Skills
HR Consulting, Human Resources, Recruiting, Leadership, Management, Interviews, Employee Benefits, CRM, Payroll, HRIS, Time Management, Outlook, Consulting
Education
Barney Fletcher's Real Estate Pr-License course 2011 — 2011
Real estate
Ashford University 2009 — 2011
Business Leadership
University of Phoenix
AA, Business Administration
Comm Link Inc. October 2014 - Present
PAC Office August 2011 - December 2013
RSM McGladrey, Inc. 2009 - June 2011
Mercer April 2007 - October 2009
W.Y.N 2000 - 2007
Skills
HR Consulting, Human Resources, Recruiting, Leadership, Management, Interviews, Employee Benefits, CRM, Payroll, HRIS, Time Management, Outlook, Consulting
Education
Barney Fletcher's Real Estate Pr-License course 2011 — 2011
Real estate
Ashford University 2009 — 2011
Business Leadership
University of Phoenix
AA, Business Administration
Jennifer Hamling's RSM McGladrey, Inc. Experience October 2010 - April 2011
Job Protection Specialist / Assistant Office Manager
Industry Insurance
Experience
John Scott Agency - State Farm Insurance September 2011 - September 2013
RSM McGladrey, Inc October 2010 - April 2011
RSM McGladrey, Inc. February 2010 - September 2010
Meridian Management, Inc July 2008 - November 2009
PayDQ January 2006 - October 2007
Skills
Microsoft Office Word,..., Salesforce.com, Protracker software, eMoney Advisor software, Quicken, Customer Service, Microsoft Office
Education
Bellevue University 2006 — 2008
B.S., Marketing Management
Iowa Western Community College 2002 — 2003
A.S., Business Administration
John Scott Agency - State Farm Insurance September 2011 - September 2013
RSM McGladrey, Inc October 2010 - April 2011
RSM McGladrey, Inc. February 2010 - September 2010
Meridian Management, Inc July 2008 - November 2009
PayDQ January 2006 - October 2007
Skills
Microsoft Office Word,..., Salesforce.com, Protracker software, eMoney Advisor software, Quicken, Customer Service, Microsoft Office
Education
Bellevue University 2006 — 2008
B.S., Marketing Management
Iowa Western Community College 2002 — 2003
A.S., Business Administration
James Denney's RSM McGladrey, Inc. Experience February 2009 - April 2009
Job Supervisor Assurance at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
PwC July 2013 - June 2015
PwC November 2011 - June 2013
McGladrey & Pullen January 2010 - November 2011
RSM McGladrey, Inc. February 2009 - April 2009
Skills
Auditing, Internal Controls, GAAP, Assurance, External Audit, Risk Assessment, Financial Reporting, Accounting, CPA, Financial Statements, US GAAP, Financial Analysis
Education
University of Minnesota-Duluth 2006 — 2009
B.Acc, Accounting, Finance
McGladrey July 2015 - Present
PwC July 2013 - June 2015
PwC November 2011 - June 2013
McGladrey & Pullen January 2010 - November 2011
RSM McGladrey, Inc. February 2009 - April 2009
Skills
Auditing, Internal Controls, GAAP, Assurance, External Audit, Risk Assessment, Financial Reporting, Accounting, CPA, Financial Statements, US GAAP, Financial Analysis
Education
University of Minnesota-Duluth 2006 — 2009
B.Acc, Accounting, Finance
Barb Nickelsen's RSM McGladrey, Inc. Experience April 2011 - April 2012
Job Administrative Assistant at Green Tree Servicing
Industry Accounting
Experience
Green Tree Servicing January 2013 - Present
RSM McGladrey, Inc. April 2011 - April 2012
Accenture October 2004 - August 2009
Skills
Accounts Payable, Spreadsheets, Accounts Receivable, Microsoft Excel, Payroll, Administrative..., Outlook, Account Reconciliation, Microsoft Word, PowerPoint, Data Entry, Invoicing, Microsoft Office, Access
Education
Mounds View High School
University of Minnesota-Twin Cities
Bachelor's degree, History
Green Tree Servicing January 2013 - Present
RSM McGladrey, Inc. April 2011 - April 2012
Accenture October 2004 - August 2009
Skills
Accounts Payable, Spreadsheets, Accounts Receivable, Microsoft Excel, Payroll, Administrative..., Outlook, Account Reconciliation, Microsoft Word, PowerPoint, Data Entry, Invoicing, Microsoft Office, Access
Education
Mounds View High School
University of Minnesota-Twin Cities
Bachelor's degree, History
Anita Spitzer's RSM McGladrey, Inc. Experience January 2002 - October 2005
Job CPA at Palmer, Currier & Hoffert, LLP
Industry Accounting
Experience
Palmer, Currier & Hoffert, LLP October 2005 - Present
RSM McGladrey, Inc. January 2002 - October 2005
Skills
CPA, Income Tax, Accounting, Tax
Education
The University of South Dakota 1997 — 2001
BSBA & MPA, Accounting
Palmer, Currier & Hoffert, LLP October 2005 - Present
RSM McGladrey, Inc. January 2002 - October 2005
Skills
CPA, Income Tax, Accounting, Tax
Education
The University of South Dakota 1997 — 2001
BSBA & MPA, Accounting
Anil Harris's RSM McGladrey, Inc. Experience ManagerMcGladrey2004 - Present
Job Audit Manager, McGladrey LLP
Industry Accounting
Experience
RSM McGladrey, Inc. ManagerMcGladrey2004 - Present
Education
University of Florida 2002 — 2004
Master's Degree, Accounting
RSM McGladrey, Inc. ManagerMcGladrey2004 - Present
Education
University of Florida 2002 — 2004
Master's Degree, Accounting
Mandy Chan, CPA's RSM McGladrey, Inc. Experience January 2007 - April 2007
Job Tax Manager at EY
Industry Management Consulting
Experience
EY August 2012 - Present
Loeb Block & Partners, LLP December 2011 - August 2012
Deloitte Tax LLP June 2007 - November 2011
RSM McGladrey, Inc. January 2007 - April 2007
Skills
Tax, International Tax, Tax Research, CPA, Income Tax, Partnership Taxation, Corporate Tax, Tax Advisory, Tax Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2008
M.S., Taxation
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
B.S., Accounting
EY August 2012 - Present
Loeb Block & Partners, LLP December 2011 - August 2012
Deloitte Tax LLP June 2007 - November 2011
RSM McGladrey, Inc. January 2007 - April 2007
Skills
Tax, International Tax, Tax Research, CPA, Income Tax, Partnership Taxation, Corporate Tax, Tax Advisory, Tax Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2008
M.S., Taxation
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
B.S., Accounting
Wendi Boma's RSM McGladrey, Inc. Experience December 2005 - May 2010
Job Program Financial Analyst CACI Technologies, Inc.
Industry Information Technology and Services
Experience
CACI Technologies, Inc. October 2012 - Present
SCITECH SERVICES, INC. May 2010 - October 2012
RSM McGladrey, Inc. December 2005 - May 2010
Education
Towson University
MS, Professional Writing/BS, English-Secondary Education, English Language/Writing
CACI Technologies, Inc. October 2012 - Present
SCITECH SERVICES, INC. May 2010 - October 2012
RSM McGladrey, Inc. December 2005 - May 2010
Education
Towson University
MS, Professional Writing/BS, English-Secondary Education, English Language/Writing