Sagent Management
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Sagent Management Employees
Sagent Management March 2011 - Present
Golden Dublin Optometry August 2008 - October 2014
Skills
Recruiting, Payroll, Payroll Services, Customer Service, Employee Benefits, Human Resources, Microsoft Excel, Onboarding, Hiring
Education
California State University-East Bay 2007 — 2010
Bachelor of Science (B.S.), Business Administration, Marketing and Human Resources Management
University of California, Davis 2006 — 2007
N/A, Economics
PwC June 2015 - Present
KBS July 2013 - December 2013
Ilmin International Relations Institute January 2013 - July 2013
University of Hawaii at Manoa August 2012 - December 2012
YS Kim September 2009 - November 2011
Sagent Management July 2008 - January 2009
Enterprise Rent-A-Car June 2006 - December 2007
Skills
Research, Qualitative Research, Grant Writing, Higher Education, Program Evaluation, Teaching, Community Outreach
Education
고려대학교 / Korea University 2013 — 2014
Study Abroad, Korean Studies
University of Hawaii at Manoa 2012 — 2014
Master of Arts (M.A.), East Asian Languages, Literatures, and Linguistics
UC Berkeley 2003 — 2008
Bachelor of Arts (B.A.), Rhetoric
South High School
Sagent Management March 2014 - Present
College Works Painting March 2012 - March 2014
Semaphore Tax February 2011 - April 2011
Wells Fargo September 2008 - February 2011
First Class Pizza February 2008 - August 2008
Abscoa June 2007 - July 2007
Skills
Microsoft Excel, Customer Service, Data Entry, Banking, Sales, Credit, Accounting, Tax Preparation, QuickBooks, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Analysis, Sales Management, Financial Analysis, Finance, Teamwork, Access
Education
University of California, Irvine 2009 — 2011
Business Economics, Economics
Irvine Valley College 2007 — 2009
Business Economics, Economics
Gursey Schneider LLP January 2015 - Present
Sagent Management August 2012 - Present
TGG Accounting January 2012 - June 2012
Farmers and Merchants Bank June 2011 - September 2011
Skills
QuickBooks, Accounting, Accounts Payable, Financial Analysis, Microsoft Excel, Tax Preparation, Corporate Tax, Financial Statements, Tax, General Ledger, Accounts Receivable, Journal Entries, Financial Accounting, Microsoft Word, Tax Returns
Education
University of California, San Diego 2005 — 2011
Bachelor's degree, Economics / Accounting, 3.3
PwC July 2015 - Present
Sagent Management July 2014 - June 2015
Timothy Haggerty, CPA February 2014 - July 2014
Cook County Treasurer's Office November 2013 - April 2014
Millennium Properties R/E September 2013 - November 2013
Riverdale Animal Hospital April 2009 - March 2013
CVS Caremark Corporation September 2008 - September 2011
Skills
Account Reconciliation, Accounting, Financial Reporting, Invoicing, Payroll, Financial Statements, Analysis, Auditing, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word
Education
DePaul University 2012 — 2014
Bachelor of Applied Science (BASc), Accounting
Robert R. Redwitz & Co. February 2014 - Present
Sagent Management January 2010 - February 2014
Skills
Payroll, Account Reconciliation, Financial Accounting, Accounting, Financial Reporting, CPA, Tax, Accruals, Sales & Use Tax, Microsoft Office, Due Diligence, State Tax, Financial Modeling, Financial Analysis
Education
University of California, Santa Barbara
PwC February 2015 - Present
Sagent Management April 2012 - February 2015
ACG TAX January 2012 - April 2012
Best Buy September 2009 - April 2012
San Jose State University January 2009 - December 2011
Bank of the West February 2009 - September 2009
Mission College Library September 2005 - February 2009
Skills
Accounting, Microsoft Office, Tax, Microsoft Outlook, Gosystem, Checkpoint, Outlook
Education
San Jose State University 2009 — 2011
B.S, Accounting & Finance
Mission College 2005 — 2008
A.S, Finance
Sagent Management July 2014 - June 2015
Kevin Stephens Design Group January 2014 - June 2014
Kevin Stephens Design Group September 2013 - January 2014
Silicon Valley Real Equity LLC August 2013 - January 2014
Deloitte July 2011 - August 2011
Pasadena City College February 2009 - December 2009
Skills
Microsoft Excel, Financial Analysis, Financial Accounting, Accounting, Microsoft Word, Adobe Creative Suite, Real Estate Acquisitions, Real Estate Market..., Statistics, QuickBooks, Investments, Research, Finance, Stata, GAAP, IFRS, Lightroom
Education
University of California, Berkeley 2010 — 2012
Bachelor's degree, Economics
Imerex USA LLC August 2014 - Present
DSE Ventures LLC January 2014 - Present
Sagent Management May 2011 - December 2013
ACG Certified Public Accountants July 2008 - April 2011
Education
University of California, Berkeley 2004 — 2008
BA, Economics
Genesys December 2012 - Present
Genesys May 2012 - November 2012
Bickford Accountancy January 2011 - April 2011
Sagent Management March 2009 - January 2010
H&R Block January 2009 - March 2009
Planned Parenthood Concord June 2006 - August 2007
Cisco Systems, Deloitte Consulting & Haas School of Business March 2007 - March 2007
Skills
QuickBooks, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Tax, Revenue Recognition, Sarbanes-Oxley Act, Microsoft Excel, Corporate Finance, Account Reconciliation, Accounts Payable, Tax Preparation, Financial Statements, Journal Entries
Education
University of California, Berkeley
Bachelor of Arts, Environmental Economics and Policy
Northgate High 1999 — 2003
PwC 2015 - Present
Navigant Consulting, Inc. May 2014 - July 2014
Contempo Ltd June 2013 - August 2013
United 2 Heal September 2012 - May 2013
Fierke Research Group January 2012 - August 2012
Markley's Multicultural Awareness Council September 2011 - May 2012
Sagent Management June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Research, Leadership, Time Management, Team Leadership, Visual Basic, Mathematics, Analysis, SPSS, Data Analysis, Fundraising, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor's degree, Business Administration
Protiviti March 2015 - Present
Sagent Management October 2014 - February 2015
KPMG July 2013 - September 2013
Transamerica Financial Advisors, Inc. October 2011 - July 2012
資誠 PwC Taiwan June 2009 - June 2011
Morgan Stanley January 2009 - March 2009
Skills
DCF, Bloomberg Terminal, Capital IQ, Chinese, Corporate Tax, Assurance, Translation, Sensitivity Analysis, Consulting, Transfer Pricing, DCF Valuation, Microsoft Office, Management, US GAAP, Financial Reporting, Financial Analysis, Microsoft Excel, Finance
Education
University of Rochester - Simon Business School 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.58
University of California, Davis 2005 — 2009
Bachelor of Science (B.S.), Managerial Economics, 3.29
LinkedIn August 2013 - Present
Harris myCFO, Inc. September 2008 - February 2012
Mr. Chau's Chinese Fast Food October 1996 - July 2009
Sagent Management September 2005 - September 2007
Digital Power 2007 - 2007
Skills
Financial Accounting, Small Business..., Account Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Reporting, Accruals, Journal Entries, Cash Flow Management, Cash Flow Forecasting, Chart of Accounts, Collections, General Ledger, Period End Closing, Budget Management, Financial Analysis, Tax Preparation, Tax Compliance, Process Improvement, Customer Service, Client Relationship...
Education
Santa Clara University 2003 — 2005
Bachelor's in Commerce, Finance
De Anza College 2000 — 2003
General Coursework, Accounting
Vintners Distributors, Inc. April 2015 - Present
Vintners Distributors, Inc. April 2013 - April 2015
Sagent Management January 2012 - April 2013
Zenprise, Inc. (Automating Mobile Management) April 2011 - August 2011
Fremont Family Resource Center January 2010 - April 2011
Zuzai EyeQ Optometry June 2007 - August 2008
Skills
Microsoft Word, Forecasting, Financial Modeling, QuickBooks, Accounting, Analysis, Customer Service, Income Tax, Revenue Recognition, Accruals, Journal Entries, GAAP, US GAAP
Education
San Jose State University 2007 — 2011
Bachelor of Science, Business Administration - Accounting, Major GPA: 3.7/4.0
California State University-Sacramento 2006 — 2007
Irvington High School
Calvetti Ferguson January 2015 - Present
Calvetti Ferguson November 2013 - December 2014
Petrinovich Pugh & Company, LLP January 2013 - October 2013
Sagent Management January 2012 - December 2012
PwC September 2008 - April 2010
KPMG China July 2007 - July 2007
Skills
Tax, Corporate Tax, Accounting, Internal Controls, Auditing, QuickBooks, Tax Research, Financial Reporting, CPA, IFRS, Corporation Tax..., Income Tax, Tax Returns, Financial Statements, US GAAP, GoSystems, Annual Audit and IPO..., GoSystem, ProSystem fx Tax, Tax Accounting
Education
San Jose State University 2011 — 2012
MS, Taxation
Sun Yat-Sen University 2004 — 2008
BS, Accounting
ISACA Minnesota Chapter June 2013 - Present
Deloitte May 2012 - Present
ISACA Silicon Valley Chapter June 2011 - May 2012
Sagent Management February 2005 - May 2012
BYU-Hawaii June 2003 - August 2003
Skills
CISA, CISSP, CIPP, Auditing, Internal Controls, Financial Risk, Privacy Law, IT Audit, Sarbanes-Oxley Act, Accounting, Information Security, Risk Management, Security, Sarbanes-Oxley, Risk Assessment, Financial Accounting, SAS70, COBIT, Internal Audit
Education
Brigham Young University 1997 — 2004
MISM, Information Systems
Brigham Young University 1997 — 2004
Master's degree, Management Information Systems, General
Sagent Management January 2015 - Present
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science, Major: Corporate Finance Minor: Accounting and Business Administration
Malpi Institute 2004 — 2006
University of Cambridge - Certificate of Education, Business/Commerce, General
Riot Games March 2012 - Present
Riot Games May 2011 - March 2012
FactSet Research Systems July 2010 - May 2011
Sagent Management June 2009 - September 2009
BayStreet Research, LLC February 2009 - June 2009
Skills
Financial Modeling, SQL, Data Analysis, Tableau, MySQL, Financial Analysis, Microsoft Office, Data Mining, Competitive Analysis, Video Games, Microsoft Excel, Analytics, Business Analysis, Online Gaming, Customer Service, Research, PowerPoint
Education
University of California, Berkeley 2005 — 2009
BS., Business Administration
EY July 2014 - Present
EY January 2014 - April 2014
Suntech February 2012 - December 2013
Sagent Management July 2011 - December 2011
Education
Golden Gate University 2013 — 2014
Master of Science (MS), Taxation
University of California, Berkeley 2009 — 2011
Bachelor of Arts (B.A.), Economics
City College of San Francisco
99designs February 2013 - Present
Sagent Management August 2009 - February 2013
Sam Samai, CPA 2008 - 2009
Skills
QuickBooks, Priority, Financial Statements, General Ledger, Accounting, Tax Preparation, Accounts Payable, Accruals, Financial Accounting, Financial Reporting, Income Tax, Auditing, Account Reconciliation, Internal Controls, Financial Analysis, Outlook, Microsoft Office, Payroll, Paychex, TriNet, ADP, Accounts Receivable
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (BA), Psychology
Sagent Management September 2011 - Present
Starbucks June 2010 - November 2011
Education
University of California, San Diego 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
CVHCare June 2014 - Present
Palo Alto Medical Foundation June 2013 - June 2014
Palo Alto Medical Foundation through Option 1 Staffing October 2012 - June 2013
Stanford Hospital and Clinics through Option1 Staffing April 2010 - November 2011
HealthSource Global Staffing August 2008 - January 2009
Merrill Lynch October 2007 - July 2008
Sagent Management March 2007 - June 2007
Kaiser July 2006 - December 2006
Skills
Microsoft Excel, QuickBooks, Auditing, Outlook, Accounting, PowerPoint, Microsoft Office, Healthcare, Microsoft Word, Financial Analysis, Customer Service, Spreadsheets, Data Analysis, Time Management, Human Resources, Access, Management
Education
California State University-East Bay 2010 — 2013
Master's, Public Administration, Healthcare focus, 3.92
San Jose State University 2003 — 2005
B.S., Business Administration w/ marketing concentration
West Valley College 2001 — 2003
Santa Teresa High School
Gamblit Gaming, LLC July 2014 - Present
Arvato Financial Services April 2014 - July 2014
MAP November 2012 - April 2014
Sagent Management April 2006 - October 2012
Home Loan Center August 2005 - February 2006
American Home Loans October 2003 - July 2005
Maximus 1998 - 2003
Skills
Accounting, Financial Reporting, Financial Analysis, General Ledger, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, QuickBooks, Internal Controls, Accounts Payable, US GAAP, Microsoft Office, Payroll, Accruals, Revenue Recognition, Microsoft Excel, Sarbanes-Oxley, Start-ups, Finance, Cash Flow, Management Consulting, Forecasting, Outlook, Managerial Finance, Microsoft Word, CPA, Bank Reconciliation, Auditing, Budgets, Financial Modeling, GAAP, Consolidation, Accounts Receivable, Variance Analysis, Journal Entries, Fixed Assets, Process Improvement, Asset Management, Business Process..., Year-end Close, Bookkeeping, Depreciation, Corporate Tax, Corporate Finance, Due Diligence
Education
University of Southern California 1994 — 1998
B.S., Finance
University of Southern California - Marshall School of Business 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Sagent Management March 2012 - Present
Western Asset Management September 2009 - April 2010
Capital Group June 2005 - September 2009
ABC, Inc. 2002 - 2005
Deloitte & Touche 1998 - 2001
Education
UCLA Anderson School of Management 2005 — 2008
UCLA 1994 — 1998
Bachelor of Arts (B.A.), Business Econ/Accounting Minor
Adaptive Insights July 2014 - Present
Adaptive Insights July 2012 - June 2014
Sagent Management August 2011 - July 2012
Chase Bank August 2010 - July 2011
Achievement Resource Group January 2010 - July 2010
Enterprise Rent-A-Car May 2009 - November 2009
Automotive Lease Guide November 2008 - January 2009
Skills
Financial Analysis, Accounting, Sales, Management, Data Analysis, Finance, Microsoft Office, Marketing, Banking, Customer Service, Strategic Planning, Business Process..., Analysis, PowerPoint, Management Consulting, Microsoft Excel, Marketing Strategy
Education
University of California, Santa Barbara 2003 — 2007
BA, Economics-Mathematics
Sagent Management 2008 - Present
Carpentier, Mitchell, Goddard & Co LLC 2006 - 2008
Steven D. Landauer, CPA 2003 - 2005
Mancomm 2001 - 2003
Skills
Accounting, Tax, Fixed Assets, General Ledger, Financial Statements, Financial Analysis, Financial Reporting, QuickBooks, Due Diligence, Accruals, Financial Accounting, Accounts Payable, Auditing, Internal Controls, Revenue Recognition, GAAP, US GAAP
Education
St. Ambrose University 2006 — 2008
Masters of Accounting, MACC
University of Phoenix 2003 — 2006
BS, Business Accounting
Sagent Management July 2006 - May 2008
Silicon Graphics 1991 - 1996
Education
Santa Clara University 1983 — 1987
BSC, Accounting
Wells Fargo June 2013 - Present
A2Q2 April 2012 - June 2013
Sagent Management June 2010 - March 2012
Bank of the Orient July 2009 - August 2009
UC Berkeley June 2009 - July 2009
Skills
Financial Accounting, Start-ups, Analysis, General Ledger, Financial Statements, Sarbanes-Oxley, Financial Reporting, Internal Controls, Internal Audit, Finance, Forecasting, QuickBooks
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S. Business Administration
The University of Hong Kong
Kiyohara & Takahashi LLP February 2015 - July 2015
Terkelsen, Smith, Tyree & Snell July 2013 - December 2014
JC American Enterprises July 2012 - March 2013
Sagent Management May 2010 - January 2012
Skills
Accounting, Accounts Payable, Nonprofits, Financial Accounting, QuickBooks, Research, Financial Reporting, Financial Statements, Internal Controls, Auditing, Tax, CPA
Education
University of Southern California 2009 — 2010
MBT, Master of Business Taxation
Smith College 2005 — 2009
B.A., English Language and Literature
Beijing Foreign Studies University 2008 — 2008
Language Study, Chinese
Mark Keppel High School 2001 — 2005
Ynez Elementary School
Sagent Management September 2013 - Present
City of Union City Government July 2013 - September 2013
A Fuji Sushi Custom Apparel January 2010 - May 2013
Pacific Life March 2012 - March 2013
Nexus IS June 2011 - September 2011
UC Irvine - Anteater Recreation Center June 2006 - June 2009
UC Irvine - Infant and Toddler Center January 2008 - April 2008
24 Hour Fitness August 2005 - April 2006
Skills
Social Media
Education
University of California, Los Angeles 2013 — 2015
Certificate in Human Resources Management, Human Resources Management and Services
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2010
Master of Business Administration
University of California, Irvine
B.A., Psychology and Social Behavior
California Sports Center August 2014 - Present
Sagent Management August 2010 - Present
California Sports Center September 2009 - August 2010
Gevity July 1998 - July 2009
Skills
HRIS, Benefits Administration, HR Consulting, Onboarding, Payroll, Employee Relations, HR Policies, Employee Benefits, Talent Management, Management, Deferred Compensation, Performance Management, Human Resources
Education
Luther College 1994 — 1996
Sagent Management February 2015 - Present
CommonWealth Partners July 2013 - January 2015
Sagent Management July 2011 - July 2013
Realty & Mortgage Co. September 2010 - June 2011
Merchandise Mart Properties Incorporated August 2009 - September 2010
City of Chicago Department of Buildings June 2009 - August 2009
Sheppard, Schwartz, & Harris LLP January 2009 - April 2009
Skills
Tax, Tax Preparation, Corporate Tax, Individual Taxation, Accounting, Financial Accounting, Financial Analysis, Transfer Pricing, Accounting Research, Microsoft Excel, Financial Modeling, Accruals, Financial Statements, Journal Entries, Bank Reconciliation, Accounts Payable, Tax Returns, Financial Reporting
Education
DePaul University 2007 — 2011
Bachelors’, Accounting with Minor in Finance
Financial Engines July 2014 - Present
Sagent Management August 2012 - July 2014
Friends of Children with Special Needs March 2010 - November 2011
California State University December 2007 - September 2010
Vie Show Cinemas November 2004 - March 2005
Skills
Accounts Payable, Accounting, Account Reconciliation, Accounts Receivable, QuickBooks
Education
California State University-East Bay 2007 — 2010
Master, Business Administration; Accounting
National Chung Hsing University
Bachelor of Arts, Foreign Languages and
Gameloft June 2015 - Present
GraphScience November 2014 - June 2015
Sagent Management September 2012 - October 2014
KPMG June 2011 - August 2011
Skills
Fluent in Korean, Proficient in Microsoft..., Working knowledge of..., PowerPoint, Microsoft Office, Outlook, Accounting, Sales, Microsoft Word, Microsoft Excel, Financial Analysis, Finance, Financial Modeling, Financial Accounting, Financial Reporting, Market Research, Economics, Data Analysis, Social Media, Public Speaking
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
Sagent Management July 2010 - Present
PricewaterhouseCoopers 2008 - 2010
Skills
Corporate Tax, Income Tax, Tax, Financial Reporting, Financial Accounting, US GAAP, Accounting, Tax Accounting, QuickBooks, Auditing, CPA, GAAP
Education
San Jose State University 2005 — 2007
B.S., Business Administration w/ Concentration in Accounting
Salesforce November 2014 - Present
salesforce.com April 2013 - October 2014
Sagent Management March 2010 - April 2013
Merrill Lynch June 2009 - August 2009
Thermo Fisher Scientific June 2008 - September 2008
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Analysis, Finance, Analysis, Auditing, QuickBooks, GAAP, Microsoft Excel, Financial Modeling, Financial Accounting, Management
Education
University of California, Davis 2006 — 2010
BS, Managerial Economics
Sagent Management August 2015 - Present
PwC June 2012 - August 2015
Pro Tax and Accounting January 2012 - May 2013
Business Tutoring Center, SJSU February 2011 - December 2012
PwC June 2012 - August 2012
Gateway Precision Inc. May 2011 - December 2011
IRS Volunteer Income Tax Assistance Program (VITA) January 2008 - May 2011
Skills
Income Tax, GAAP, Corporate Tax, Accounting, Tax, Venture Capital, Payroll, Auditing, Peachtree, QuickBooks, Financial Accounting, US GAAP, Accounts Payable, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office
Education
San Jose State University 2010 — 2012
B.S. Accounting, Accounting
Evergreen Valley College 2005 — 2010
Associate's degree, Accounting and Business/Management
Sagent Management October 2012 - Present
True Partners Consulting June 2012 - August 2012
Sports Trend October 2008 - May 2012
East Bay Asian Local Development Corporation January 2012 - April 2012
Skills
Stata, TaxWise, GoSystems, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
City College of San Francisco 2008 — 2010
Accounting
Apple Tree Partners January 2013 - Present
Ernst & Young July 2011 - May 2012
Mohler, Nixon & Williams (combined with Moss Adams in 2013) January 2011 - June 2011
Sagent Management October 2009 - December 2010
Deloitte September 2004 - September 2009
Education
Santa Clara University 2000 — 2004
Bachelor of Science (BSc), Accounting
Moreau Catholic High School 1996 — 2000
High School Degree
Sagent Management April 2007 - Present
Education
California State Polytechnic University-Pomona 1994 — 1998
Bachelor of Science (B.S.), Finance, Real Estate & Law