Seiler LLP
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Seiler LLP Employees
Seiler LLP August 2014 - Present
Mark's English April 2013 - April 2014
KSS English November 2011 - November 2012
Bacara Resort & Spa May 2008 - June 2011
Skills
Microsoft Office, Social Media, Social Networking, PowerPoint, Microsoft Word, Social Media Marketing, Event Planning, Accounting, Accounts Payable, QuickBooks
Education
University of California, Santa Barbara 2007 — 2011
Bachelor's Degree, Business Economics
Band Of Coders August 2015 - Present
Magoon, Freeman, Spain and Jones, LLC January 2015 - July 2015
Seiler LLP June 2011 - September 2014
Miss Universe Organization March 2010 - December 2010
Deloitte September 2007 - February 2010
KPMG June 2006 - August 2006
Deutsche Bank May 2006 - June 2006
First Command Financial Planning January 2006 - April 2006
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2007
Master's
Texas Christian University 2002 — 2006
Bachelor's degree
Seiler LLP April 2006 - Present
Seiler LLP August 2011 - Present
HRJ Capital April 2005 - February 2006
Zitrin & Mastromonaco, LLP (subleased from Coblentz, Patch, Duffy & Bass) January 2003 - April 2005
theOrigins January 1998 - January 2003
Howard Rice January 1990 - January 1998
Skills
Strategic Planning, Execution of Strategic..., Organizational..., Growth Strategies, Increased Profitability, Business Development..., Operational Efficiency, Business Strategy, Change Management, Retreat Design &...
Education
Northwestern University
Left Coast Tax Services May 2014 - Present
VPTax, Inc. March 2011 - December 2014
Seiler LLP January 2010 - February 2011
Brown Adams Agbayani LLP January 2009 - September 2009
PwC September 2004 - January 2009
Skills
Tax Accounting, Corporate Tax, Income Tax, Accounting, Tax, Tax Preparation, Tax Research, Big 4, Tax Returns, US Tax, FAS109, Fixed Assets, FIN 48, Financial Accounting, Sales Tax, International Tax, Financial Reporting
Education
Santa Clara University 2000 — 2004
Bachelor of Science (B.S.), Accounting
KENDO (Sephora) February 2015 - Present
KENDO (Sephora) January 2014 - February 2015
Seiler LLP July 2012 - July 2013
Walmart eCommerce June 2011 - June 2012
Skills
Microsoft Dynamics, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Photoshop, Outlook
Education
Foothill College 2010 — 2013
California State University-East Bay
Seiler LLP July 2014 - Present
Cal Poly State University October 2012 - June 2014
Cuellar Construction June 2008 - September 2012
Orfalea College of Business Leadership Summit March 2012 - June 2012
Cal Poly State University January 2012 - March 2012
Orfalea College of Business Leadership Summit January 2012 - March 2012
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Economics, Investments, Capital Markets, Equity Research, Finance, Banking, Financial Accounting, Derivatives, Equities, Portfolio Management, Microsoft Excel, Forecasting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, Economics, Junior
St. Joseph's High School 2006 — 2010
High School Diploma
Seiler LLP July 2015 - Present
Cal Poly Low Income Taxpayer Clinic September 2014 - December 2014
Morris & Garritano June 2014 - October 2014
Cal Poly Corporation October 2012 - September 2013
Coach November 2011 - December 2011
Skills
Accounting, PowerPoint, Microsoft Office, QuickBooks, Access, Tax Research, Tax Dispute Resolution, Leadership, Ten Key, Data Entry, ProSeries, Peachtree, Commercial Insurance, Social Media, Checkpoint, Microsoft Excel, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration, Accounting
Cupertino High School 2007 — 2011
Taipei American School 1999 — 2007
AppLovin July 2015 - Present
AppLovin July 2013 - July 2015
GigaOM July 2012 - July 2013
Seiler LLP August 2011 - June 2012
Frank, Rimerman + Co. LLP September 2008 - August 2011
UC Santa Cruz Bay Tree Bookstore October 2007 - May 2008
Skills
Income Tax, Tax Preparation, Accounts Payable, Tax, Financial Statements, Account Reconciliation, Payroll, Journal Entries, Bank Reconciliation, Revenue Recognition, Accounting, Tax Returns, Financial Reporting, Financial Accounting
Education
UC Santa Cruz 2005 — 2008
Bachelors of Arts, Business Economics with an Emphasis in Accounting
Seiler LLP November 2012 - Present
Coblentz Patch Duffy & Bass 2000 - 2012
Macy's West 1999 - 2000
Jones, Clifford, Johnson & Johnson, LLP 1989 - 1998
Skills
Management, Facilities Management, PowerPoint, Microsoft Excel, Leadership, Budgets, Event Management, Project Management, Purchasing
Education
Cañada College
Administration of Justice
Trans Bay Cable LLC June 2012 - Present
Nest Labs December 2011 - June 2012
Seiler LLP August 2011 - November 2011
Liquidity Services, Inc October 2010 - January 2011
Liquidity Services, Inc October 2010 - January 2011
Abercrombie and Fitch, Inc August 2008 - March 2009
Ooma Inc June 2004 - July 2008
Wall Fashions June 2003 - September 2006
Skills
Microsoft Excel, Analysis, Financial Analysis, Microsoft Office, Account Reconciliation, Data Analysis, Accounts Receivable, Account Management, Accounting, Financial Reporting, Management, Sales, Forecasting, Auditing
Education
University of California, Riverside 2010 — 2011
Masters, Accounting and Taxation
UC Riverside 2003 — 2008
Bachelor of Arts, Political Science
Seiler LLP November 2013 - Present
Restoration Hardware July 2013 - October 2013
Redwood Credit Union June 2009 - July 2013
Solage Calistoga June 2008 - April 2009
Solage Calistoga June 2008 - April 2009
The Lodge at Torrey Pines June 2005 - January 2008
Catamaran Resort Hotel & Spa May 2007 - August 2007
Carlsbad Chamber of Commerce June 2006 - August 2006
Skills
Customer Service, English, Spanish, Human Resources, Sales, Leadership, Hospitality, Hotels, Resorts, Inventory Management, Database Administration, File Management, Microsoft Office, Mac OS, Spreadsheets, Apple Numbers, Outlook, Akcelerant, Symitar, Delphi, Hotel Information..., Microsoft Excel, Time Management, Recruiting, Training, Interviews, Training, Management, Hiring, New Hire Orientations
Education
California State University-Chico 2004 — 2008
BA, Sociology
Seiler LLP January 2014 - Present
Kanemaru & Hum Optometry January 2009 - September 2012
Rossi Doskocil Finkelstein LLP February 2010 - April 2010
Vector Marketing June 2007 - September 2009
Skills
Accounts Receivable, Leadership, Training, Accounting, Business Development, Time Management, Customer Service, Microsoft Excel, Sales, Management, PowerPoint, Microsoft Office, Outlook, Teamwork, Microsoft Word, Financial Analysis, Finance, Data Analysis, Access, Marketing Strategy, Market Research
Education
Hult International Business School 2012 — 2013
Masters of International Business
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Sutter Hill Ventures July 2015 - Present
Seiler LLP December 2014 - Present
Seiler LLP June 2013 - December 2014
J.F Gullo & Co July 2009 - June 2013
Skills
Accounting, Tax, Tax Preparation, Strategic Financial..., Microsoft Excel, Financial Analysis, QuickBooks, Outlook, Investments, PowerPoint, Microsoft Office, Lacerte, BNA Tax Research, Mas 90, Peachtree, Tax Analysis, Communication, Mathematics, Organization Skills, Detail Oriented, Problem Solving, Time Management, Adaptability, Business Ethics, Tax Compliance, Corporate Tax, Income Tax, Tax Returns, Tax Law, Tax Advisory, Price Forecasting, PeopleSoft, Financial Planning, General Ledger, Financial Reporting, Tax Research
Education
Golden Gate University 2012 — 2016
Master's degree, Taxation
University of California, Santa Barbara 2005 — 2009
B.A., Economics w/ an accounting emphasis, mathematics
Oracle January 2015 - Present
ARRIS June 2010 - December 2014
Cooley LLP June 2008 - April 2010
Seiler LLP September 2007 - June 2008
Gunderson Dettmer March 2006 - September 2007
Skills
Recruiting, SEC filings, Human Resources, Project Management, Research, Event Planning, Strategic Planning
Education
San Jose City College 2004 — 2006
General Studies
San Jose City College 2004 — 2005
EMT
Oak Grove High School 1999 — 2003
Diploma, Travel and Tourism
Seiler LLP November 2014 - March 2015
Heath-Newton LLP March 2011 - November 2014
Castro Valley High School June 2008 - July 2009
James A. Garfield High School August 2005 - May 2008
North Shore Hebrew Academy August 2003 - June 2005
Bunim Murray Productions February 1995 - January 1998
Skills
Notary Public, Legal Research, Legal Writing, Litigation, Immigration Law, Legal Assistance, Courts, Pleadings, Family Law, Document Review, PACER, Legal Documents, Lexis, Westlaw, Editing, Civil Litigation
Education
Canada College 2010 — 2011
Certificate, Paralegal Studies
Simmons College 2002 — 2003
MA, English
Widener University 1993 — 1995
BA, English
Frederick Community College 1989 — 1993
AA, General Studies
NFX Guild, NES Financial, Kleiner Perkins March 2015 - Present
Seiler LLP 2011 - February 2015
Starwood Waypoint Real Estate Group August 2010 - July 2011
MORGAN STANLEY SMITH BARNEY September 2009 - June 2010
HEWITT ENNIS KNUPP December 2008 - September 2009
CITIGROUP March 2006 - September 2008
CONSULTANT June 2004 - April 2006
FRANCISCO PARTNERS October 2000 - June 2004
BANK OF AMERICA September 1998 - September 2000
ERNST & YOUNG LLP September 1995 - September 1998
Skills
Private Equity, Investments, Due Diligence, Venture Capital, Alternative Investments, Asset Managment, Financial Reporting, Start-ups, SEC filings, Mergers, Entrepreneurship, Business Strategy, Financial Modeling, Mergers & Acquisitions, Valuation, Finance, Asset Management
Education
Stanford University 2004 — 2005
Masters of Science in Computer Science, Computer Science, N/A
University of Illinois at Urbana-Champaign 1989 — 1991
MBA, Accounting and Finance
University of Illinois at Chicago 1986 — 1989
BS, Accounting and Finance
Seiler LLP 2003 - Present
Frank, Rimerman + Co. LLP 1999 - 2003
Skills
Start-ups, Private Foundations, Revenue Recognition, GAAP, Internal Controls, Accounting, CPA, US GAAP, Auditing, Financial Reporting, Real Estate, Non-profits, Nonprofit tax compliance, Nonprofits, Tax Preparation, Financial Statements, Financial Analysis
Education
California State University-Chico 1987 — 1991
BS, Accounting
Seiler LLP July 2013 - July 2013
SolarCity May 2013 - June 2013
San Bruno, Hillsborough, Millbrae School Districts August 2009 - June 2010
Young & Rubicam Group March 2009 - June 2009
UC Berkeley October 2008 - November 2008
Publicis Dialog July 2007 - February 2008
Publicis June 2005 - July 2007
UC Berkeley August 2001 - May 2005
Skills
Copywriting, Visio, Leadership, Microsoft Office, Program Management, MS Project, Time Management, Advertising, Online Advertising, Email Marketing, Marketing Communications
Education
Skyline College 2011 — 2012
Accounting Computer Specialist, Accounting and Finance, 4.0
San Jose State University 2010 — 2012
Education, 3.9
University of California, Berkeley 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General, 3.1
Seiler LLP July 2015 - Present
Seiler LLP July 2014 - July 2015
Gretchen Morgan and Associates August 2013 - December 2013
Trilogy Financial Services August 2013 - September 2013
Morgan Stanley Wealth Management July 2013 - August 2013
Trilogy Design Works July 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Public Speaking, Teamwork, Social Media, Event Planning, Photoshop, Time Management, Accounting, Management, Entrepreneurship
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics with a focus in Accounting
Torrey Pines High School 2006 — 2010
Seiler LLP May 2011 - Present
Headlands Center for the Arts May 2010 - Present
California Society of CPAs/CalCPA Education Foundation May 2010 - Present
Marin Symphony Association September 2012 - Present
The Contemporary Jewish Museum March 2014 - Present
Scott B. Price & Company, CPA's September 2003 - May 2011
Arthur Andersen -- > KPMG April 2001 - September 2003
Buena Vista Winery May 2001 - September 2001
Skills
Private Equity, Real Estate, Start-ups, Healthcare, Broker-Dealer, Investment Advisory..., Accounting, US GAAP, Internal Controls, GAAP, Financial Reporting, Revenue Recognition, Auditing, Financial Accounting, Financial Modeling, CPA, Financial Audits
Education
Haslam College of Business at the University of Tennessee 1997 — 2001
Bachelor's of Science, Major: Accounting, Minor: Spanish
Napa High School 1993 — 1997
Seiler LLP January 2013 - Present
Seiler LLP January 2010 - December 2012
Seiler LLP January 2008 - December 2009
Novogradac & Company LLP January 2006 - July 2007
Golden Gate University April 2004 - December 2005
Skills
Auditing, Accounting, Tax Preparation, Income Tax, Management, Tax, Journal Entries, Budgets, Investments, Corporate Tax, Tax Returns, Accounts Receivable, Tax Accounting, CPA, GAAP, Financial Reporting
Education
Golden Gate University 2004 — 2008
MS Taxation (May 2008) GPA: 3.25, BS Accounting (April 2006) GPA: 3.28
The Clorox Company March 2013 - Present
Seiler LLP August 2011 - March 2013
PwC September 2009 - April 2011
PwC June 2008 - August 2008
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Financial Audits, Internal Controls, Financial Reporting, US GAAP, SEC filings, Financial Analysis, Financial Accounting, CPA, QuickBooks, Assurance, External Audit, GAAP, Sarbanes-Oxley
Education
The Master's College 2006 — 2008
Bachelor of Science; The Master's, Business Administration (Accounting)
Chabot College 2004 — 2006
Seiler LLP July 2013 - Present
TPMB BOOKKEEPING & TAXES January 2010 - June 2013
Skills
Accounting, Tax, Tax Preparation, Income Tax, Tax Returns
Education
Cal State Fullerton 2006 — 2010
BA, Business Administration - Accounting
Kinkor Consulting April 2014 - Present
BrightEdge March 2012 - January 2015
Pandora February 2011 - March 2012
Facebook July 2010 - January 2011
Seiler LLP December 2007 - November 2009
CSAA December 2005 - November 2007
Ajilon (Division of Adecco) April 2005 - November 2005
Adecco July 2002 - November 2005
Pizza My Heart January 1995 - March 2005
Robert Half International February 1999 - June 2002
Skills
Employee Relations, Employment Law, X-ray, Immigration, Talent Acquisition, Applicant Tracking..., Social Media Marketing, Recruiting, Sourcing, Immigration Law, Microsoft Office, Human Resources, Technical Recruiting, Internet Recruiting, Accounting, College Recruiting, Temporary Placement, Onboarding, Leadership, Management, Start-ups, Hiring, Search, Sales, Benefits Negotiation, Employer Branding, Workforce Planning, Temporary Staffing, Talent Management, Staff Augmentation, Recruitment Advertising, Personnel Management, Enterprise Software, Screening Resumes, Interviews, Cold Calling, Vendor Management, Contract Recruitment, Taleo, Time Management, Screening, Staffing Services, Training, CRM, Permanent Placement, Executive Search, Performance Management, HRIS, Employee Benefits, Corporate Recruiting
Education
Menlo College 1994 — 1998
1998, Business Adminstration
Palos Verdes Peninsula High School
High School Diplomoa, none
Sweeney Conrad, P.S. October 2010 - Present
Sweeney Conrad, P.S. October 2003 - October 2009
Seiler LLP January 1983 - September 1989
Skills
Federal Tax, Tax, Corporate Tax, Mergers & Acquisitions, Auditing, Income Tax, Business License, CPA, Tax Preparation, Partnership Taxation, Financial Accounting, High Net Worth..., Finance, Financial Analysis, Estate Tax Planning, Accounting, Tax Accounting, Internal Controls, Financial Statements, Tax Research, GAAP, Financial Reporting, Tax Returns, Forensic Accounting, US GAAP, Strategic Financial..., Financial Planning
Education
California Polytechnic State University-San Luis Obispo 1980 — 1982
Accounting
De Anza College 1978 — 1980
Monta Vista High School 1974 — 1978
Five Corners Group June 2011 - Present
Golden Gate University March 2009 - Present
Seiler, LLP March 2009 - June 2011
FTI Consulting 2006 - March 2009
LECG 2006 - 2006
Hemming Morse, Inc. 1998 - 2006
McGowan Guntermann 1995 - 1998
Skills
Forensic Accounting, Expert Witness, Litigation Consulting, Litigation Support, Fraud Investigations, Fraud, Business Valuation, Intellectual Property, Arbitration, Patent Litigation, Commercial Litigation
Education
University of California, Santa Barbara
Seiler LLP September 2014 - Present
Fahr LLC March 2013 - August 2014
Bank of America November 2012 - March 2013
The FRS Company August 2011 - November 2012
Self Employed Design Consultant May 2004 - November 2012
Forest Stewardship Council U.S. January 2010 - September 2011
Greenpeace February 2008 - January 2010
Equinox 2010 - 2010
Skills
Training, Non-profits, Fundraising, Project Management, Sustainability, Budgets, Social Media, Marketing Strategy, Research, Strategic Planning, Public Speaking, Blogging, Management, Salesforce.com, Public Relations, Nonprofits, Entrepreneurship, Time Management, Leadership, Social Media Marketing, Event Management, Marketing
Education
North Dakota State University
MS, Horticulture
North Dakota State University
BS, Horticulture
Seiler LLP July 2013 - Present
Sensiba San Filippo LLP November 2012 - July 2013
Sensiba San Filippo, LLP January 2011 - November 2012
Brown Adams LLP January 2009 - December 2010
Trader Joe's September 2003 - January 2009
PepsiCo July 2001 - September 2003
Skills
Tax, Financial Reporting, Accounting, Account Reconciliation, US GAAP, Income Tax, Corporate Tax, Financial Analysis, Financial Accounting
Education
California State University-East Bay 2004 — 2007
Bachelor of Science (B.S.), Business Administration, Accounting Option
Ohlone College 2001 — 2004
AA, Business Administratioin
Seiler LLP July 2014 - Present
Lucky Brand Jeans January 2013 - June 2013
Coach April 2011 - January 2013
Lacoste July 2010 - August 2011
Skills
Sales, Teamwork, Customer Service, Social Networking, Leadership, Team Leadership, Store Management, Store Operations, Management, Sales Operations, Time Management, Merchandising, Retail, Loss Prevention, Trend Analysis, Accounting, Tax Accounting, Financial Planning, High Net Worth..., Tax Preparation, Partnership Taxation, Trust Taxation
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business and Computer Information Systems
Gilroy High School 2005 — 2009
Golden State Seal Merit Diploma, General Studies
Seiler LLP July 2015 - Present
Alpha B Group Tax & Bookkeeping Services January 2014 - July 2015
Martin, Stavolone & Hughes, CPA February 2013 - April 2013
The Greatwall Software and System Ltd June 2008 - June 2009
ABB June 2005 - September 2005
Skills
Microsoft Office, Teamwork, Research, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Access, Customer Service, Windows, Chinese, Communication Skills, Tax Preparation, Personal Tax Planning
Education
SJSU 2012 — 2015
MST, Taxation
The College of William and Mary - Marshall Wythe Law School 2009 — 2010
Master of Laws (LLM), Law
Beijing Institute of Technology 2004 — 2008
Bachelor of Laws (LLB), Law
Annie's Enterprises Seasonal EmployeeBurr Pilger MayerFebruary 2013 - April 2013
Seiler LLP March 2010 - April 2012
Skills
Creative Problem Solving, Conceptual Creativity, Adobe Illustrator, Adobe Photoshop, Graphic Design, Typography, Interpersonal..., Photoshop, Illustrator, Microsoft Excel, Outlook, Time Management, Interpersonal..., Logo Design
Education
Ohlone College
Graphic Design
Seiler LLP January 2015 - Present
ALPFA—Developing Latino Leaders for America October 2013 - Present
Seiler LLP November 2013 - January 2015
Seiler LLP August 2013 - October 2013
Deloitte Tax LLP August 2008 - August 2013
Deloitte July 2012 - January 2013
D-scheme Studio January 2007 - March 2008
Deloitte Tax LLP June 2007 - August 2007
Skills
Financial Analysis, Tax Research, Tax Accounting, Tax Preparation, Tax, Financial Reporting, Accounting, Financial Accounting, Financial Modeling, Tax Advisory, GoSystems, International Tax, Income Tax, Big 4, Microsoft Excel, Internal Controls, Microsoft Office, Tax Law, Management Consulting, Auditing, Partnership Taxation, QuickBooks, ProSystem fx Tax, Tax Returns, High Net Worth..., Private Equity, Accounts Receivable, Accounts Payable, Financial Statements, Leadership, General Ledger, Account Reconciliation, Analysis, Bookkeeping, Management
Education
Dominican University of California 2004 — 2008
BA, Business Administration, concentration in Accounting, minor in Sports Management
Seiler LLP August 2014 - Present
Hood & Strong, LLP November 2013 - August 2014
Hood & Strong, LLP January 2013 - April 2013
Ground Carrier (Fleet Service Firm) October 2010 - August 2012
Transporting and Parking Services (University Fleet Maintenance) August 2011 - June 2012
Omega Delta Phi, Fraternity INC. August 2011 - May 2012
Lansing Apartment (Property Management Firm) May 2009 - August 2010
Skills
Tax, Microsoft Excel, Accounting, Corporate Tax, Microsoft Office, Financial Accounting, CCH Intelliconnect, PowerPoint, Microsoft Word, Research, Customer Service, RIA, CCH ProSystem fx, Sales Management, General Ledger, Logistics Management
Education
Golden Gate University 2012 — 2013
Master of Science in Taxation, Taxation
University of California, Merced 2008 — 2012
Bachelor of Arts (BA), Economics
University of California, Merced 2008 — 2012
Bachelor of Science (BS), Business Management
McNellis Partners, LLC April 2015 - Present
Lyon Real Estate November 2013 - Present
Cassidy & Company December 2012 - February 2014
Burr Pilger Mayer 2011 - 2012
Seiler & Company, LLP April 2008 - May 2011
Seiler LLP April 2008 - May 2011
Donald H. Seiler April 2008 - May 2011
Nokia October 2006 - March 2008
Placer Title Company August 2004 - October 2006
Oracle January 1994 - January 2003
Skills
Strategic Planning, Customer Service, Fundraising, Microsoft Excel, Project Planning, Team Building, Management, Budgets, Training, CRM, Human Resources, Recruiting, Accounting, Time Management, Analysis, Marketing, Payroll, Sales, Invoicing, Forecasting, Start-ups, Customer Satisfaction, Accounts Payable, Auditing, Finance, Sales Operations, Administrative..., Leadership, Teamwork, Real Estate, Contract Negotiation, Account Reconciliation, Outlook, Financial Analysis, Business Development
Education
San Francisco State University 1977 — 1982
San Francisco State University 1977 — 1981
Political Science
American Management Association
Peterson Sullivan LLP June 2015 - Present
Seiler LLP August 2012 - May 2015
Frank, Rimerman + Co. LLP January 2010 - August 2012
Kalos Tax Management, Inc June 2006 - September 2006
Skills
Accounting, Tax, Excel, ProSystem fx Tax, Tax Research, Microsoft Excel, Leadership, QuickBooks, Corporate Tax, CPA, Auditing, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.S. Business Administration, Accounting
Seiler LLP December 2014 - Present
RADIUS Global Growth Experts March 2013 - December 2014
DWA November 2011 - March 2013
On-Site.com July 2005 - November 2011
Law Offices of Peter N. Brewer May 2006 - October 2008
Extreme Learning April 2005 - July 2005
Cohn & Wolfe March 2004 - April 2005
Divorce Services Group January 2003 - March 2004
Palo Alto Medical Foundation June 2001 - August 2002
Skills
Financial Reporting, Forecasting, Accounting, Payroll, Financial Analysis, Budgets, Financial Accounting, Leadership, Management, Revenue Recognition, Cash Management, Accounts Receivable, Accounts Payable, Strategic Financial..., Ad Hoc Reporting, Corporate Finance, Expense Management, Vendor Management, Benefits Administration, Managerial Finance, Fundamental Analysis, Analysis, Financial Planning, Financial Management, Financial Projections, Budgeting, Budget Management, Budget Analysis, Month End Close, Electronic Payments, Payment Processing, Online Payments, Tax Preparation, Implementation Of..., Compliance Management, Compliance Audits, SOX, Vendor Relations, HR Policies, Salesforce.com, Sarbanes-Oxley Act
Education
Golden Gate University 2007 — 2009
Master's Degree, Business Administration and Management, General
Ave Maria University 1999 — 2002
Bachelor's Degree, Business Administration, Accounting
Seiler LLP November 2014 - Present
Aronson LLC October 2013 - October 2014
Berman Goldman & Ribakow LLP September 1999 - September 2013
Cherry, Bekaert & Holland September 2009 - September 2011
Skills
Tax, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Research, Tax Accounting, Accounting, Cost Segregation, Tax Returns, S Corporations, US Tax, CPA, Financial Planners, Mergers & Acquisitions, Internal Controls, US GAAP
Education
American University - Kogod School of Business 2000 — 2003
MS, Taxation
LATHAM & NADBORALSKI May 2015 - Present
Harris myCFO November 2012 - April 2015
Seiler LLP January 2012 - November 2012
Strasbaugh May 2004 - August 2004
Skills
US GAAP, CPA, Tax, Tax Research, Partnership Taxation, Auditing, Financial Analysis, Income Tax, Tax Returns
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, Accounting, Accounting Information System, French
Dauphine University of Business
Ernst Wintter & Associates 2012 - Present
First Peninsula Accounting July 2011 - August 2012
Seiler LLP July 2010 - July 2011
Ernst Wintter & Associates June 2008 - June 2010
ACG July 2005 - June 2008
Skills
Tax, Income Tax, Accounting, Corporate Tax, Tax Compliance, Tax Returns, Employee Stock Options, Stock Option, Personal Tax Planning, Business Tax Planning, State Tax, CPA, Tax Research, Partnership Taxation, Tax Accounting, US GAAP, LLC, Tax Preparation, S Corporations, GAAP, Financial Planners, Tax Advisory, FIN 48, Financial Audits, Revenue Recognition
Education
California State University-East Bay 2006 — 2008
MS, Taxation
University of California, Santa Barbara 2002 — 2004
BA, Business Economics
Mills High School
KPMG US April 2015 - Present
Seiler LLP July 2013 - April 2015
Sandler Partners June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Portfolio Management, Data Analysis, Financial Accounting, Accounting, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Research, Economics, Forecasting, Internal Audit, Valuation, GAAP, Sarbanes-Oxley Act, Financial Statements, US GAAP, Internal Controls, General Ledger, IFRS, Business Valuation, Tax, Tax Research, External Audit, Tax Accounting, Financial Audits, Fixed Assets, Corporate Tax, Tax Preparation, Partnership Taxation, Income Tax
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Economics
Matteson Companies 2000 - Present
Romic Environmental Technologies 1989 - 2000
Seiler LLP 1983 - 1989
Education
University of California, Berkeley - Walter A. Haas School of Business 1975 — 1980
BS, Accounting & Finance
Golden Gate University 1990 — 1996
MBA, Financial Management
Sony Pictures Entertainment June 2015 - Present
Blue Shield of California February 2014 - April 2015
Seiler LLP August 2012 - January 2014
PricewaterhouseCoopers July 2009 - August 2012
DreamWorks Animation June 2008 - September 2008
Skills
Accounting, Tax Research, Tax Accounting, Financial Reporting, Tax Advisory, Asset Management, Corporate Tax, Income Tax, Financial Analysis, Budgets, Workday, Employee Benefits, Benefits Administration, Ultipro, Events Coordination, Human Resources, Microsoft Excel, Reporting & Analysis, Process Improvement, Procurement, Payroll
Education
Cal Poly San Luis Obispo 2005 — 2009
Bachelors, Business Administration
Seiler LLP August 2008 - Present
Skills
Accounting, Acquisition Integration, Auditing, Budgets, CPA, Cash Flow, Corporate Tax, Financial Analysis, Financial Reporting, GAAP, General Ledger, Income Tax, Internal Controls, Management, Microsoft Excel, Partnership Taxation, ProSystem fx Tax, QuickBooks, Revenue Recognition, SEC filings, Start-ups, Strategic Planning, Tax, Tax Research, Teamwork, US GAAP
Education
San Diego State University-California State University
San Francisco State University, College of Business
Finance, Accounting and Finance
Seiler LLP July 2015 - Present
SingerLewak LLP August 2014 - July 2015
Turner Warren Hwang & Conrad AC August 2011 - August 2014
Xenon Project International Inc. July 2011 - August 2011
KPMG June 2009 - August 2009
Ernst & Young January 2009 - March 2009
Skills
Tax, QuickBooks, Corporate Tax, Tax Returns, Accounting, Income Tax, Microsoft Office, Tax Research, Bookkeeping, Partnership Taxation, CCH ProSystem fx, Tax Accounting, Exempt Entities Taxation, Foreign Tax Credit
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master of Accounting
Sun Yat-Sen University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting (CGA)
Adobe April 2014 - Present
LinkedIn November 2013 - April 2014
Seiler LLP September 2013 - November 2013
Target April 2010 - August 2013
School of Beadwork October 2006 - March 2010
Barnett Cox & Associates September 2009 - December 2009
Skills
Training, Press Releases, Talent Management, Recruiting, Human Resources, Leadership, Employee Relations, Employee Engagement, Performance Management, Onboarding, Management, Succession Planning, New Hire Orientations, Microsoft Excel, Event Planning
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
BS, Journalism
Google - Adecco December 2013 - December 2014
Seiler LLP July 2013 - December 2013
Haas Gear January 2013 - May 2013
Skills
Accounting, Customer Service, Microsoft Excel, Research, Training
Education
City College of San Francisco 2014 — 2016
Firefighter Academy
University of California, Berkeley 2009 — 2013
Seiler LLP December 2014 - Present
Sonitus Medical Inc. August 2012 - December 2014
Dpix LLC August 2010 - September 2011
Lighthouse Management Group April 2008 - August 2010
Ajilon Financial August 2007 - March 2008
VM WARE INC March 2007 - May 2007
Private Eyes Inc January 2006 - October 2006
Union Bank of California July 2004 - May 2005
Big Five Sporting Goods November 2003 - July 2004
Option One Staffing August 2002 - August 2003
Skills
Accounting, Data Analysis, Process Improvement, Accounts Payable, Account Reconciliation, Spreadsheets, Finance, Microsoft Excel, Outlook, Microsoft Office, Internal Audit, Research, PeopleSoft, ERP
Education
San Jose State University 2000 — 2002
Bachelor of Arts, Political Science
Seiler LLP July 2015 - Present
Blueprint Studios April 2012 - March 2015
Wells Fargo October 2011 - April 2012
Ovation Restaurant June 2006 - October 2011
Haysventures, LLC June 2006 - July 2006
Skills
Customer Service, Accounts Receivable, Marketing, Analysis, Accounts Payable, CRM, Customer Satisfaction, Microsoft Office, Finance, Management, Sales, Microsoft Word, PowerPoint, Leadership
Education
University of California, Santa Cruz 2007 — 2011
BA, Business Management Economics
CTC myCFO July 2015 - Present
Seiler LLP January 2014 - July 2015
Parma Ristorante, Fresno May 2012 - December 2013
Joseph P. Mastro & Company January 2013 - May 2013
Mercedes-Benz USA 2008 - 2009
Skills
Customer Service, Sales, Microsoft Excel, Management, Business Development, Microsoft Word, Negotiation, Accounting, Financial Analysis, Income Tax, Tax, PowerPoint, Time Management, Financial Accounting, Financial Reporting, Tax Returns
Education
California State University, Fresno 2010 — 2013
Bachelor of Science (B.S.), Business Administration - Accountancy
Seiler LLP 2013 - Present
Burr Pilger Mayer (BPM) 2011 - 2013
Embarcadero Media 2010 - 2011
KRON-TV 2008 - 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook
Education
Lynchburg College 2000 — 2004
Bachelor's Degree, Marketing
Sparkcentral 2015 - Present
Europe 2015 - 2015
Soldsie 2014 - December 2014
Yelp 2014 - 2014
Seiler LLP 2012 - 2014
Neverlight, Inc. June 2009 - May 2012
Skills
Sales, Cold Calling, Social Media, Advertising Sales, Salesforce.com, SaaS, Foreign Languages, Accounting, Tax Preparation, Business Development, Start-ups, Microsoft Excel, Payroll, Accounts Payable, Auditing, Corporate Tax, Variance Analysis, Business Strategy, Strategy, Data Analysis
Education
University of California, Santa Barbara 2008 — 2012
Business Economics & Accounting, Chinese Minor
Beijing Normal University 2010 — 2010
Mandarin Chinese
Notre Dame High School 2004 — 2008
Telegraph Health Center October 2014 - Present
Seiler LLP July 2013 - May 2014
U.S. Department of Veterans Affairs September 2012 - June 2013
Market Motive May 2012 - September 2012
US Army August 2006 - December 2009
Skills
Time Management, Sales, Marketing, Customer Service, Accounting, PowerPoint, Microsoft Excel, Toastmasters, Outlook, Facebook, Social Networking, Social Media Marketing, Online Advertising, Google Analytics, Accounts Receivable, High Fives, Leadership, Event Planning, Public Speaking, Marketing Strategy, SEO, Cost Accounting, Microsoft Office, Corporate Tax, Data Entry, Teamwork, Data Analysis, Social Media, Google Adwords, Photoshop, Google Docs, Marketing Communications, Adobe Fireworks, Adobe Acrobat, GoSystems, Trust Taxation, Partnership Taxation, Personal Income Tax..., Job Costing, Management, Microsoft Word, Access, Salesforce.com
Education
University of California, Santa Cruz 2011 — 2013
B.A., Business Management Economics, Junior
Cuesta College 2010 — 2011
Seiler LLP July 2015 - Present
Juno tax services February 2015 - April 2015
San Diego Housing Commission July 2014 - January 2015
IDEXX Laboratories November 2011 - May 2012
China Construction Bank February 2010 - May 2010
Skills
BNA income tax planner, CCH Prosystem tax..., H&R block, Corporate Tax Planning, US GAAP, SAP, Auditing, Financial Accounting, IFRS, Microsoft Office, Corporate Finance, Microsoft Excel, PowerPoint
Education
San Diego State University-California State University 2013 — 2015
Master’s Degree, Taxation in Accounting, Cumulative GPA: 3.5
International Business School at Amsterdam University of Applied Sciences 2007 — 2011
Bachelor's Degree, International Financial management
Seiler LLP 2015 - Present
NComputing June 2014 - February 2015
NComputing July 2012 - June 2014
Netflix April 2012 - June 2012
Walgreens February 2012 - May 2012
YMCA November 2011 - March 2012
STRIVE August 2011 - December 2011
San Jose State University August 2008 - November 2011
Action Run July 2011 - August 2011
County of Tulare 2008 - 2010
Skills
Public Speaking, Microsoft Office, Government, Mentoring, PowerPoint, Lotus Notes, Novell, Mac OS, Outlook, Customer Service, Human Resources, Microsoft Excel, Salesforce.com, Office Management, Recruiting, Microsoft Word, Event Management, Management, Microsoft PowerPoint, Sales, Time Management, Leadership, Event Planning
Education
San Jose State University 2007 — 2011
BS, Business Administration
San Jose State University 2007 — 2011
Bachelors of Science, Business Administration/Management
NRG Home Solar June 2015 - Present
LGCY Power April 2015 - June 2015
SolarCity January 2015 - April 2015
Finish Line June 2014 - January 2015
Jamba Juice December 2013 - June 2014
SolarCity November 2013 - December 2013
Seiler LLP June 2013 - October 2013
Macy's February 2013 - May 2013
Office of Congressman Cedric Richmond September 2012 - December 2012
Angelo Brocato’s January 2011 - September 2012
Skills
Sales, Customer Service, Market Research, Microsoft Office, Marketing, Mobile Marketing, Promotions, Social Media Integration, Management, Inventory Management, Social Media, Microsoft Excel, Community Service, Salesforce.com, Facebook, PowerPoint, Training, Leadership, Account Management, Solar Power, Renewable Energy, Social Networking, Microsoft Word, Strategy, Marketing Strategy, Lead Generation, Customer Satisfaction, Sales Operations, Business Development, Event Planning, Strategic Planning, Project Management, New Business Development, Bitcoin, Blockchain
Education
Loyola University New Orleans 2011 — 2012
Bachelor of Business Administration (BBA), Marketing
University of New Orleans 2008 — 2010
Business Administration, Management and Operations
Seiler LLP August 2014 - Present
Finck, Rudnick & Company – CPA Firm February 2009 - August 2014
Pacific Link Foundation May 2007 - December 2008
Kaiser Kick Start Eat January 2007 - April 2008
Borba Inc June 2001 - August 2007
Skills
Microsoft Excel, QuickBooks, Accounting, Account Reconciliation, Auditing, Analysis, Bookkeeping, Data Entry, Financial Reporting, Financial Analysis, Accounts Payable, Tax, Journal Entries, Non-profits, Financial Statements, Tax Preparation, Microsoft Office, Outlook, Bank Reconciliation, Microsoft Word, PowerPoint, General Ledger, Income Tax, Tax Returns, Tax Research, Financial Accounting, Payroll Taxes, GAAP, Corporate Tax
Education
California State University-East Bay 2007 — 2009
B.S, Business Administration, option in Accounting and Finance
Asia-Pacific International University 2005 — 2007
Associate Degree, Business Management
Seiler LLP March 2007 - February 2008
Nuvation Research Corporation February 2005 - March 2007
Facial Reconstructive Surgical & Medical Center September 2003 - January 2005
K-FAB Inc. October 2002 - August 2003
Skills
Accounting, Microsoft Office, Microsoft Excel, Financial Reporting, Microsoft Word, Writing
Education
De Anza College 2001 — 2003
Accounting and Business
California State University-Northridge 1989 — 1992
Bachelor's degree, French Language and Literature, 3.75 GPA
San Jose State University 2000 — 2000
Accounting
UCLA Extension 1994 — 1999
Accounting
Seiler LLP September 2015 - Present
Seiler LLP January 2014 - August 2015
PricewaterhouseCoopers September 2012 - January 2014
Linden Tree Books September 2008 - November 2012
Abbott, Stringham & Lynch August 2011 - December 2011
PricewaterhouseCoopers June 2011 - August 2011
Borders February 2007 - September 2008
Skills
Proofreading, Customer Service, Customer Satisfaction, Microsoft Excel, Marketing, Microsoft Office, Sales, Time Management, English, Auditing, PowerPoint, Accounting, Financial Statements
Education
San Jose State University 2006 — 2011
Bachelor of Science, Accounting
Seiler LLP October 2014 - Present
Genmark Automation November 2011 - October 2014
Opus Capital May 2011 - October 2011
OutForce LLC August 2009 - May 2011
Mazars Group March 2002 - December 2002
BDO Unicon Business Solutions June 2001 - March 2002
COMOS, LTD, MOSCOW September 1994 - May 2001
Skills
Financial Analysis, US GAAP, Account Reconciliation, Internal Controls, Process Improvement, Auditing, Consolidation, SAP, Intercompany..., Analysis, Financial Statements, Cash Flow, Revenue Recognition, GAAP, Accounting
Education
Lincoln University (CA) 2003 — 2006
MBA, International Business
Financial University Under the Government of the Russian Federation 1994 — 1999
B.S., Accounting and audit
Stem, Inc. May 2015 - Present
Generate Capital Inc September 2014 - Present
GoBe.Me March 2011 - May 2014
UnitedHealth Group October 2009 - November 2012
Seiler LLP July 2007 - November 2008
Burr, Pilger & Mayer LLP January 2003 - July 2007
UnitedHealth Group October 2000 - November 2001
Skills
Operations, Business Process..., Cross-functional Team..., Team Building, Problem Solving, Business Strategy, Strategy, Change Management, Growth Strategies, Strategic Partnerships, Healthcare, Process Improvement, Growth Management, Project Management, Strategic Planning, SaaS, Program Management, Product Management, International Operations, Start-ups, Leadership, CRM, Fundraising, Management, Business Planning, Budgets, SDLC, Entrepreneurship, Salesforce.com, Business Development, Competitive Analysis, Marketing Strategy, Product Development, Market Research, Risk Management, Analysis, Coaching, New Business Development, Recruiting, Human Resources, Negotiation, Outsourcing, Training, Six Sigma, Analytics, Consulting, Management Consulting, Product Marketing, Executive Management
Education
University of California, San Diego
Bachelor's Degree, Biology and History
Seiler LLP July 2014 - Present
Aruba Networks July 2013 - September 2013
Skills
Accounting, Tax, Financial Accounting, Tax Preparation, Financial Reporting, Microsoft Excel, Leadership, Research, Teamwork
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Accounting
Seiler LLP July 2014 - Present
Mok Accountancy Corporation November 2011 - July 2014
Henry Soochull Chang Accountancy Corp. November 2010 - April 2011
Skills
QuickBooks, Accounting, Financial Reporting, Bookkeeping, Income Tax, GAAP, Tax, Financial Accounting, Financial Analysis, Auditing, Lacerte, Microsoft Word, Cantonese, Payroll Taxes, Sales Tax, Tax Returns, Peachtree, Corporate Tax, Account Reconciliation, Financial Statements
Education
UCSB 2006 — 2010
Bachelor of Arts (B.A.), Business Economics; Emphasis in Accounting
El Camino High School
Federal Appellate Court July 2014 - Present
Seiler LLP February 2014 - July 2014
Contempo Goldstar Insurance and Marketing, Inc. August 2007 - December 2010
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Project Management, Research, Volunteer Management
Education
University of California, Berkeley 2010 — 2013
Bachelor's Degree, Political Science and Government
Skyline College 2007 — 2010
Seiler LLP August 2011 - Present
Pierce & Shearer LLP March 2008 - August 2010
Grancell, Lebovitz November 2006 - March 2008
Law Offices of Louis A. Liberty August 2002 - February 2006
Lake Pines Apartments December 2000 - July 2002
Skills
Office Management, Litigation, File Management, Microsoft Office, Outlook, Editing, Pleadings, Event Management, Westlaw, Training, Trials, PowerPoint, Customer Service, Accounting, Legal Research, Time Management, Leadership, Executive Calendar..., Expense Management, Online Research, Social Media, Troubleshooting, Exceptional People..., Superior Communications..., Deadline Driven, Improvisational & Stand..., Data Management, Speech Writing
Education
San Francisco State University
Business Management
Seiler LLP May 2013 - Present
UC Santa Barbara October 2011 - Present
Skills
Tax Preparation, Income Tax, Taxation of Trusts, Partnership Taxation, Corporate Tax, Tax Accounting, Trust Taxation, Payroll Taxes, Microsoft Excel
Education
UC Santa Barbara 2010 — 2013
Bachelor of Arts (B.A.), Economics - Accounting
Seiler LLP June 2013 - Present
Skills
Accounting, Tax, Income Tax, Tax Accounting, Microsoft Excel, CPA, Tax Research, Partnership Taxation, Financial Analysis
Education
University of California, Santa Cruz 2011 — 2013
Bachelor's degree, Business/Managerial Economics
University of California, Santa Cruz 2011 — 2013
Business Management Economics
Seiler LLP January 2015 - Present
Mah & Associates, LLP September 2013 - January 2015
Liberty Tax Service December 2012 - May 2013
Uni-Tile and Marble December 2010 - March 2012
Skills
Accounting, General Ledger, Invoicing, Financial Reporting, QuickBooks, GAAP, Tax, Accruals, Tax Preparation, Account Reconciliation, Physical Inventory, Peachtree, Revenue Recognition, Tax Returns, Bookkeeping, Microsoft Excel, Financial Accounting, Financial Analysis, Auditing, Accounts Payable, Sarbanes-Oxley Act, Bank Reconciliation, Internal Controls, SAB 104, Lacerte, FIN 48, Internal Audit, CPA, Income Tax, Accounts Receivable, Corporate Tax, Payroll
Education
Northwestern Polytechnic University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Northwestern Polytechnic University 2008 — 2011
Business Administration and Information Sciences (BBAIS), Business
Tiret & Company, CPAs August 2011 - Present
Seiler LLP August 2010 - June 2011
Price Waterhouse Coopers August 2005 - July 2010
Skills
Financial Accounting, US GAAP
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Business-Economics
Seiler LLP November 2014 - Present
Harless and Associates, CPAs July 2013 - October 2014
Donna M Holm, CPA (DH3Consulting LLC) April 1994 - October 2014
Comfort Keepers - West Palm Beach January 2012 - May 2013
Florida Atlantic University 1994 - 2001
Skills
Strategic Planning, Training, Leadership, Alzheimer's Care, Elder Care, Home Care, Healthcare, Respite Care, Specialist in Senior..., Long-term Care, Staff Supervision &..., Marketing Strategy, Change Management &..., Financial Stewardship &..., Information Technology..., Healthcare Management, Medicare, Seniors, Change Management, Small Business, Medicaid, Operations Management, Healthcare Consulting, Managed Care, Process Improvement, Financial Accounting, EHR, Accounting, Tax Preparation, Healthcare Information..., HIPAA, Respite, Hospitals, Performance Improvement, Entrepreneurship, EMR, Medical Billing, Executive Management, Estates, Trusts, Corporations and..., QuickBooks, Healthcare Industry, Strategic Financial..., Management, Case Managment, Team Building, Employee Benefits, Physicians, Nonprofits
Education
Florida International University
Master of Science (M.S.), Accounting/Taxation
St. Thomas University
Bachelor of Science (B.S.), Accounting & Business Management
Seiler LLP January 2013 - Present
Palo Alto Networks June 2012 - November 2012
Fremont Group February 2012 - April 2012
Tax-aid February 2012 - April 2012
Hyundai Home Shopping Network December 2007 - July 2009
MJ Inc. June 2006 - December 2006
Education
Golden Gate University 2009 — 2012
Master's degree, Accounting
Yonsei University 2003 — 2008
Bachelor of Art, Clothing and Textiles
California State University-Long Beach 2006 — 2006
Exchange Student Program
Seiler LLP November 2013 - Present
Chen & Fan Accountancy Corp. October 2010 - November 2013
Da Xing Inc. March 2010 - September 2010
Skills
QuickBooks, Tax Returns, Tax, Microsoft Office, Lacerte, GAAP, CaseWare Working Papers, Auditing, US GAAP, Internal Controls, CPA, Accounts Payable
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts (B.A.), Economics; Accounting (Minor)
Chabot College 2005 — 2007
Associate Degree of Business Administration, Accounting
Seiler LLP September 1993 - Present
Education
University of California, Santa Barbara 1987 — 1992
Seiler LLP January 1986 - Present
Education
Golden Gate University
MBA, Taxation
St. Cloud State University
B.S., Accounting
Pipelo October 2014 - Present
DataStax March 2014 - July 2014
Seiler LLP January 2014 - February 2014
Menlo College Finance Club 2011 - 2013
Menlo College May 2011 - January 2012
Skills
Salesforce.com, Apache Cassandra, Big Data, Sales, Financial Analysis, Databases, Microsoft Excel, NoSQL, Corporate Finance, Financial Modeling, PowerPoint, Finance, Investments, Microsoft Office, Valuation, Accounting, Bloomberg, Time Management, Management, Leadership, Customer Service, SaaS, Enterprise Software, Cloud Computing
Education
Menlo College 2010 — 2013
Bachelor's degree, Finance, General
Seiler LLP July 2012 - Present
LBPS Events October 2010 - June 2012
Interventional Psychiatry Associates September 2011 - February 2012
E.F.P. Associates January 2004 - September 2006
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Social Media, Customer Service, Research, Data Entry, Public Speaking, Community Outreach, Tax Preparation, Tax Accounting, Tax Returns, GoSystems, ProSystem fx Tax, CCH ProSystem fx
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's degree, business economic/accounting & film & media studies
pMD August 2014 - Present
Seiler LLP January 2013 - August 2014
Bedonna Smith June 2009 - August 2012
TOMS December 2008 - December 2008
Skills
PowerPoint, Microsoft Office, Social Media, Photoshop, InDesign, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Teamwork, Accounts Payable, Data Entry, Outlook, Financial Reporting, Account Reconciliation, Social Networking, Event Planning
Education
University of California, Santa Cruz
Bachelor's Degree, Business Management Economics, Accounting Emphasis
Seiler LLP April 2015 - Present
Art.com May 2008 - April 2015
LeapFrog Enterprises, Inc June 2007 - May 2008
Leapfrog Enterprises January 2007 - June 2007
LeapFrog SchoolHouse May 2005 - January 2007
Mowat Mackie & Anderson LLP January 2003 - May 2005
Telephia 1999 - 2002
LSVi Software 1995 - 1999
Coopers & Lybrand 1980 - 1984
Skills
Forecasting, Sarbanes-Oxley Act, Process Improvement, Accounting, Accounting System, Start-ups, Budgets, Financial Reporting, Managerial Finance, Analysis, Corporate Finance, GAAP, Leadership, Revenue Recognition, General Ledger, Sarbanes-Oxley, Accounts Payable, Finance, ERP, Internal Controls, Variance Analysis, US GAAP, SEC filings, Executive Management, Great Plains Software
Education
Golden Gate University
San Francisco State University
BS
Seiler LLP March 2015 - Present
Ultratech, Inc. September 2008 - March 2015
Ultratech Inc. May 2007 - September 2008
Ultratech Inc. January 2007 - May 2007
Asyst Technologies, Inc. January 2006 - January 2007
Asyst Technologies, Inc. October 2004 - December 2005
Adept Technologies, Inc. 1999 - 2004
Skills
Consolidation, SEC filings, Financial Reporting
Education
San Jose State University
BS, Accounting and MIS
University of Phoenix
MBA
Seiler LLP September 2011 - Present
GI Partners March 2009 - August 2011
QOOP, Inc. October 2006 - November 2009
G. Brown & Associates November 2001 - October 2006
Horn Murdock Cole November 1999 - November 2001
Phoenix Technologies October 1996 - November 1999
Cott Beverages October 1995 - September 1996
Borg Warner Automotive June 1989 - August 1995
Education
Loyola University Chicago 1985 — 1989
BA, Business Administration
Seiler LLP November 2002 - Present
StarVista July 2011 - Present
Foster City School PTA July 2015 - Present
CalCPA (Peninsula/Silicon Valley Chapter) May 2012 - Present
Skills
Tax, Accounting, High Net Worth..., CPA, Partnership Taxation, Tax Preparation, QuickBooks, Financial Services, Internal Controls, Nonprofits, Corporate Tax, Income Tax, Payroll, Management, Financial Statements, Sales Tax, Estate Planning, Accounts Payable, Accounts Receivable, Forecasting, Revenue Recognition, Trusts, Tax Accounting, US GAAP, Auditing, Consolidation, Tax Research, GAAP, Real Estate, SEC filings, General Ledger, Fixed Assets
Education
Golden Gate University 2005 — 2011
MS, Taxation
University of California, Santa Barbara 1998 — 2002
BA, Business Economics with Emphasis in Accounting
Mills High School 1994 — 1998
Pattern Energy December 2012 - Present
First Republic Bank August 2010 - December 2012
Seiler LLP July 2007 - July 2010
Fisher Investments March 2006 - July 2007
Maxygen, Inc March 2001 - March 2006
Teamtoolz.com October 2000 - February 2001
IDG Books Worldwide July 2000 - October 2000
Southwestern Bell TeleCommunity Center July 1998 - July 2000
Skills
SharePoint, Active Directory, Disaster Recovery, VMware, SCCM, XP
Education
San Jose State University
University of Missouri at St Louis
B.S.B.A, Management Information Systems
Monte Vista Management Company January 2014 - Present
Seiler LLP March 2009 - January 2014
Wealth Architects May 2008 - November 2008
Kapor Enterprises April 2002 - April 2008
Horsley Bridge Partners 1995 - 2001
Price Waterhouse 1991 - 1995
Skills
Wealth Management..., Family Office, Tax, Accounting, Strategic Financial..., Financial Analysis, Financial Reporting, Income Tax, Financial Planners, Estate Planning, Financial Modeling, CPA, US GAAP, Strategic Planning, Corporate Tax, Financial Services, Budgets, QuickBooks, GAAP, Auditing, High Net Worth..., Mergers & Acquisitions, Wealth Management, Financial Planning, Private Equity, Revenue Recognition
Education
Pennsylvania State University 1987 — 1991
BS, Accounting
Golden Gate University
University of California, Berkeley
Financial Planning and Services
CohnReznick LLP November 2012 - Present
EDF Renewable Energy April 2012 - October 2012
Seiler LLP August 2010 - December 2011
Rowbotham & Company, LLP September 2006 - August 2010
Biospace Inc. April 2005 - May 2006
Skills
Tax, Accounting, Tax Compliance, Corporate Tax, Financial Analysis, International Tax, Tax Research, Excel, Tax Returns, GAAP, Income Tax, Tax Accounting, Internal Audit, CPA
Education
Golden Gate University 2008 — 2011
MST, Masters in Science of Taxation
University of Wisconsin-Madison 2001 — 2005
BA, Economics
DZH Phillips LLP June 2014 - Present
Seiler LLP February 2009 - June 2014
Berdon LLP January 2005 - January 2009
Plaza Associates and Law Offices of Mitchell N. Kay July 2002 - January 2005
Oxford University Press June 2001 - July 2002
Eric Multhaup 1996 - 1999
Skills
PowerPoint, Employee Benefits, Performance Management, Employee Relations, Organizational..., Human Resources, Change Management, Training, Accounting, Leadership Development, Strategic Planning, Management, Project Management, Public Speaking, Succession Planning, Onboarding, Career Development, Start-ups, Personnel Management, Recruiting, Budgets
Education
Florida International University 1999 — 2001
Ed.D. in Human Resources Development
San Francisco State University 1996 — 1998
M.S., Clinical Psychology
University of Florida 1990 — 1994
B.A., Psychology
Seiler LLP August 2012 - Present
Skills
High Net Worth..., Tax, Stock Compensation, Executive Compensation..., Estate Planning, Real Estate, Tax Research, CPA, Finance, Financial Reporting, Wealth Management..., GAAP, Tax Advisory, Financial Analysis, Financial Accounting, Venture Capital
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor of Science (B.S.), Business Administration
Seiler LLP August 2008 - Present
Seiler LLP January 2008 - April 2008
Skills
Tax, CPA, Income Tax, Corporate Tax
Education
San Jose State University 2007 — 2008
Master, Accounting
Hunan University of Science and Technology
Bachelor, Computer Science
BDO USA, LLP January 2014 - Present
Seiler LLP January 2005 - January 2014
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax, GAAP, US GAAP, Accounting, Tax Preparation, Financial Reporting, Tax Returns, QuickBooks, Tax Advisory, Tax Research, Revenue Recognition
Education
Golden Gate University 2002 — 2004
MS, Accounting
Golden Gate University 1999 — 2001
Bachelor of Science (BS), Computer Information Systems
Seiler LLP August 2005 - Present
Deloitte 2003 - 2003
Skills
CPA, Corporate Tax, Partnership Taxation, Tax, Tax Research, Accounting, Auditing
Education
Golden Gate University 2003 — 2004
Seiler LLP January 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2010 - Present
Seiler LLP January 2012 - December 2013
Seiler LLP July 2008 - December 2011
Seiler LLP November 2002 - June 2008
Skills
Tax, Accounting, CPA, Account Reconciliation, Partnership Taxation, Financial Accounting, Financial Reporting, US GAAP, Microsoft Excel, Tax Preparation, Financial Analysis, GAAP, Corporate Tax, Financial Planners, Trusts, Tax Research, High Net Worth..., Income Tax, Tax Accounting, Tax Returns
Education
Golden Gate University 2005 — 2011
MS, Taxation
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2002
BS, Business Administration
cupertino high 1997 — 1999
Seiler LLP January 2015 - Present
Seiler LLP June 2012 - January 2015
Frank, Rimerman + Co. LLP September 2008 - June 2012
Skills
Excel, Word, Quickbooks, Quicken, Financial Reporting, Axys, Advent, Payroll, Payroll Processing, Paychex, Financial Analysis, Microsoft Excel, QuickBooks, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
B.S., Business Administration - Accounting
Seiler LLP January 2015 - Present
Seiler LLP January 2014 - December 2014
REDW, LLC June 2013 - November 2013
Tompkins & Peters CPAs, P.C. January 2012 - March 2012
Lindquist LLP June 2010 - January 2012
Synergy Captive Strategies January 2010 - April 2010
Berry Appleman & Leiden LLP May 2008 - October 2009
KPMG January 2008 - March 2008
Skills
GAAP, Financial Reporting, GAAS, Accounting, Auditing, Financial Statements, Tax Accounting, Microsoft Office, CCH ProSystem fx, ProSystem fx Tax, Checkpoint, Journal Entries, CPA, Bank Reconciliation, Financial Accounting, US GAAP, Internal Controls, Account Reconciliation
Education
University of California, Santa Cruz
Bachelor of Arts, Business Management Economics
Diablo Valley College
Certificate of Achievement, Accounting
Seiler, LLP May 2007 - May 2009
Artistic Solutions Inc. (BayCon) 1997 - 2009
Education
California Culinary Academy 2005 — 2006
Baking Certification, Baking & Pastry
Lopez & Kwok Accountancy Corporation January 2013 - Present
Vidal S. Lopez, CPA January 2012 - January 2013
Seiler LLP July 2005 - January 2012
Columbus Distributing 1992 - 1998
Skills
Tax Preparation, Estate Planning, Small Business, Tax Research, Corporate Tax, Partnership Taxation, Income Tax, Tax, CPA, Tax Accounting, S Corporations, Tax Returns, US GAAP, Accounting, High Net Worth...
Education
Golden Gate University 2005 — 2010
Master of Science (M.S.), Taxation
Golden Gate University 1983 — 1986
Master of Science (M.S.), Accounting
San Francisco State University 1976 — 1979
Bachelor of Arts (B.A.), Economics
Universidad de Castilla-La Mancha
Blockhus & Associates June 2015 - Present
Altum Partners, LLP August 2014 - February 2015
Seiler LLP December 2012 - July 2014
Blockhus & Associates January 2009 - December 2012
WTAS April 2007 - December 2008
KPMG Audit 2006 - 2006
Skills
Tax Research, Tax Compliance, Partnership Taxation, Tax Preparation, S Corporations, Individual Taxation, High Net Worth..., Accounting, Federal Tax, Tax Accounting, Tax Returns, LLC, Income Tax, Tax, International Tax, CPA, Corporate Tax, GAAP, Auditing
Education
Santa Clara University 2005 — 2007
Bachelors, Accounting, 3.8 GPA Magna Cum Laude
West Valley College 2003 — 2005
AA, Liberal Arts and Sciences/Liberal Studies
Prospect High School 2000 — 2004
High School Dimploma, Honors
SBA, CPA's Inc. January 2015 - Present
Waypoint Homes December 2014 - December 2014
Seiler LLP December 2012 - August 2014
Novogradac & Company LLP January 2010 - October 2012
ALR June 2007 - August 2007
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, QuickBooks, GAAP, Financial Analysis, US GAAP, Account Reconciliation, Revenue Recognition, Internal Controls, Accounts Payable, Financial Modeling, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Strategic Planning
Education
California State University-East Bay 2004 — 2008
BS, Accounting and Finance
Seiler LLP June 2010 - Present
Gursey Schneider & co. 2001 - 2004
Ernst & Young LLP 1999 - 2001
Skills
Corporate Tax, Partnership Taxation, Tax Accounting, CPA, Accounting, Litigation Support, Mergers & Acquisitions, Tax, Financial Reporting, Due Diligence, Financial Accounting, Tax Returns, Litigation, GAAP, Financial Analysis, QuickBooks, US GAAP, Sarbanes-Oxley Act, Auditing, Fraud, Revenue Recognition, Forensic Accounting, Tax Research, Internal Controls, SEC filings, Tax Preparation, Income Tax, High Net Worth..., S Corporations, Business Valuation
Education
University of California, Los Angeles 1996 — 1998
BA, Business Economics
White Nelson Diehl Evans LLP January 2013 - Present
San Onofre Nuclear Generating Station October 2011 - January 2013
MaxLinear September 2009 - October 2011
Pulse~LINK February 2008 - December 2008
Seiler LLP February 2007 - October 2007
Hyatt Hotels March 2003 - February 2007
Park Hyatt Carmel, Highlands Inn 2003 - 2005
Skills
Outlook, PowerPoint, Administrative..., Microsoft Excel, Lotus Notes, Microsoft Word, Microsoft Office, Customer Service, Team Building, Process Scheduler, Event Planning, Human Resources, Project Management, Analysis, Sales, Team Leadership, Program Management, Software Documentation, Account Management, SAP, Training, Management, Project Planning, System Administration, Accounting, Process Improvement, Purchasing, Payroll, Interviews, Marketing, Invoicing, Event Management, Administrative...
Education
Monterey Peninsula College 1996 — 1998
General Education
Monterey High
Monterey High
Holthouse Carlin & Van Trigt LLP January 2015 - Present
Alderman Family June 2004 - January 2015
Back-to-School Basics August 2010 - August 2014
Self Employed September 2003 - April 2006
ALZA Corporation October 2002 - December 2003
Seiler LLP November 2001 - October 2002
Deloitte May 1999 - October 2001
Skills
Tax, Accounting, Internal Controls, Financial Analysis, CPA, Strategic Financial..., Due Diligence, Budgets, Income Tax, Corporate Tax, Finance, Financial Reporting, Internal Audit, Microsoft Excel, Tax Accounting, Tax Returns, Account Reconciliation, Partnership Taxation
Education
Brigham Young University
BS Accounting, Accounting
RPM Mortgage, Inc. June 2015 - Present
RPM Mortgage, Inc. August 2009 - June 2015
Bankers Network January 2009 - March 2010
Seiler LLP July 2008 - December 2008
Skills
PowerPoint, Loan Origination, Office Management, Finance, Administrative..., Investment Properties, Financial Services, Loans, Management, Banking, Underwriting, Sales, Real Estate, Financial Analysis, Credit, Real Estate Transactions, Accounting, Analysis, FHA, Residential Homes, Short Sales, Referrals, REO, Financial Planning, Mortgage Lending, First Time Home Buyers, Mortgage Banking, Microsoft Excel, Refinance, Residential Mortgages, Process Improvement, Business Planning, Business Process..., Business Strategy, Communication, Economics, New Business Development, Operations Management, Organizational..., Project Management, Project Planning, Sales Management, Loan Compliance
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
Bachelor of Science (B.S.), Business Administration
Seiler LLP 1993 - Present
Everet & Associates, CPA August 1986 - June 1993
Deloitte Haskins & Sells October 1970 - July 1986
Skills
Estate Planning, Trusts, Management Consulting, Corporate Tax, Non-profits, Income Tax, Partnership Taxation, Estate Tax Planning, Mergers & Acquisitions
Education
University of California, Berkeley
BS, Accounting
University of California, Hastings College of the Law
JD, Law
Kwok Accounting Services July 2014 - Present
West Bay Christian Academy July 2014 - Present
West Bay Christian Academy January 2014 - Present
Sutter Hill Ventures January 2012 - January 2014
Seiler LLP August 2006 - January 2012
A.M. Tchobanian, an Accountancy Corporation November 1999 - August 2006
Skills
Accounting, Tax, Income Tax, Corporate Tax, Financial Reporting, CPA, GAAP, US GAAP, Microsoft Excel, Tax Preparation, Tax Research, Tax Accounting, Partnership Taxation, QuickBooks, Financial Analysis, Financial Accounting, Budgets, Tax Returns, S Corporations
Education
California State University-Fresno 1995 — 1998
Master of Business Administration (MBA), Accounting
University of California, Davis 1990 — 1994
Bachelor of Science (BS), Managerial Economics
Seiler LLP March 2015 - Present
Seiler LLP January 2013 - March 2015
Pacheco Company, Inc. January 2005 - December 2012
Brooks College 2004 - 2005
CytoSport January 2002 - October 2003
The Oakland Raiders September 1998 - September 2001
Ernst & Young, LLp March 1995 - September 1998
Skills
Strategic Planning, Business Strategy, Team Building, Organizational..., Investments, Project Management, Microsoft Excel, Marketing Strategy, Budget, PowerPoint, Microsoft Office, Advertising, Budgets, New Business Development, Negotiation, Business Development, Finance, Leadership, Management, Private Equity, Internal Controls
Education
Haas School of Business, UC Berkeley 1993 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Taxation
San Ramon Valley 1982 — 1986
Robert Lee & Associates, LLP February 2015 - Present
Seiler LLP January 2013 - January 2015
Seiler LLP January 2012 - December 2012
Ernst & Young January 2011 - December 2011
Barnes & Noble October 2008 - November 2010
Skills
Tax, Microsoft Excel, Tax Preparation, Financial Reporting, CPA, Income Tax, Partnership Taxation, Microsoft Office, Accounting, Tax Research, GAAP
Education
San Jose State University 2007 — 2010
BS, Accounting
Wilson Sonsini Goodrich & Rosati 2013 - Present
Seiler LLP 2009 - 2012
Financial Engines 2008 - 2009
ActivIdentity June 2006 - September 2008
Emerald Packaging Inc. March 2005 - May 2006
McPharlin Sprinkles & Thomas LLP June 2002 - November 2004
Fenwick and West September 1985 - January 2002
Zoecon Corporation February 1980 - September 1985
Skills
General Office Duties, Customer Service, Database Administration, Proofreading, Attention To Detail, File Management, Office Equipment, Timeslips, Expense Reports, Travel Arrangements, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Editing, Outlook, Organizing, Teamwork
Education
Foothill College 1983 — 1985
AA, Business
Seiler LLP January 2014 - Present
Seiler LLP January 2012 - December 2013
Seiler LLP January 2006 - December 2011
Skills
Accounting, Tax Compliance, Tax Planning, Tax Research, Tax Consulting, Estate Planning, QuickBooks, High Net Worth..., Corporate Tax, Partnership Taxation, S Corporations, Income Tax, Tax Advisory, Financial Planners, Tax, Tax Preparation, Tax Returns, Tax Accounting, Financial Reporting
Education
San Jose State University 2005 — 2006
Master, Master of Science in Accountancy
Seiler LLP July 2010 - Present
Kirkland & Ellis LLP October 2009 - March 2012
Schiff Hardin LLP January 2007 - March 2009
Morgenstein & Jubelirer July 2006 - December 2006
Innovative Computing Systems, Inc November 2005 - June 2006
Baker & Mckenzie 2000 - 2005
Baker & McKenzie May 1994 - March 1999
Skills
Active Directory, Citrix, Windows, Troubleshooting, Security, Windows Server, Software Documentation, Mergers & Acquisitions, Disaster Recovery
Education
University of San Francisco 1991 — 1994
MBA, Telecommunications
Purdue University 1985 — 1990
BSEE, Electrical Engineering
EOS Accountants LLP September 2011 - Present
Seiler LLP September 2006 - August 2011
Pricewaterhouse Coopers January 2006 - March 2006
Skills
Tax, QuickBooks, Tax Research, Accounting, Auditing, Financial Statements, Sarbanes-Oxley Act, S Corporations, Accounts Payable, GAAP, Nonprofits, Financial Reporting, Tax Accounting, Account Reconciliation, Income Tax, Revenue Recognition, Bookkeeping, CPA, Financial Accounting, Microsoft Excel, Tax Preparation, Partnership Taxation, Tax Returns, Internal Controls, Financial Analysis, US GAAP, General Ledger, Corporate Tax, Assurance
Education
Keio University
Political Science
San Jose State University
MSA
Seiler LLP July 2014 - Present
Brown Adams Agbayani LLP December 2013 - July 2014
Brown Adams LLP January 2010 - December 2013
Internal Revenue Service September 2008 - May 2009
Skills
Tax, Accounting, S Corporations, Income Tax, QuickBooks, General Ledger, Tax Research, Tax Preparation, Tax Accounting, Corporate Tax, Partnership Taxation, ProSystem fx Tax, Account Reconciliation, High Net Worth..., Bookkeeping, Tax Returns, Trusts, Financial Accounting, IRS, Charitable Remainder..., Non-profits..., Financial Statements
Education
California State University-Hayward 2006 — 2008
Bachelor of Science, Business Administration, Accounting
Counsyl May 2013 - November 2013
Seiler LLP August 2012 - April 2013
See’s Candies November 2012 - December 2012
SolarCity June 2012 - July 2012
San Francisco General Hospital August 2010 - February 2011
US Census Bureau May 2010 - June 2010
Skills
Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Economics, Financial Accounting, QuickBooks, Tax, Financial Modeling, Research
Education
University of California, Riverside 2006 — 2010
Bachelor's degree, Economics, 3.56
KPMG US October 2014 - Present
KPMG US November 2013 - September 2014
Seiler LLP March 2013 - November 2013
PwC September 2011 - January 2013
PricewaterhouseCoopers LLP January 2011 - March 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Accounting, Financial Reporting, Corporate Finance, Sarbanes-Oxley Act, Auditing, Internal Controls, US GAAP, GAAP, Finance
Education
Santa Clara University 2010 — 2010
Certificate of Advanced Accounting Proficiency (CAAP)
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Sophia University 2008 — 2009
Study Abroad
Homestead High School 2003 — 2006
Seiler LLP November 2014 - Present
Education
San Jose State University 2001 — 2003
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
KPMG US January 2014 - Present
Deloitte November 2011 - December 2013
Seiler LLP September 2008 - October 2011
Skills
Financial Reporting, Income Tax, Corporate Tax, Financial Analysis, Financial Modeling, Financial Planners, Tax Research, Mergers, Due Diligence, CPA
Education
San Jose State University 2007 — 2008
MS, Accountancy
Ewha Womans University
MS, BS
Seiler LLP January 2014 - Present
Seiler LLP January 2001 - 2013
Medical Center Paranaque, Inc. April 1989 - January 2001
Zamboanga City Water District January 1987 - April 1989
Skills
QuickBooks, General Ledger, Tax Preparation, GAAP, US GAAP, Accounting, Financial Accounting, Financial Reporting, Income Tax, CPA, Tax, Microsoft Excel
Education
Ateneo de Zamboanga University
Bachelor of Science in Commerce, Accounting (CPA)
Seiler LLP September 2013 - October 2013
Silicon Valley Accountants August 2011 - October 2012
WebFilings June 2010 - April 2011
Johanson & Yau Accountancy Corporation February 2010 - April 2010
Hollister Co. March 2005 - November 2006
Skills
Sarbanes-Oxley Act, Accounting, Strategic Planning, Microsoft Excel, Microsoft Office, Project Management, Business Process..., Microsoft Word, Revenue Recognition, Social Media, Sales, Risk Management, PowerPoint, Marketing, Customer Service, Team Building, Teamwork, SEC filings, Salesforce Administrator, Financial Accounting, Finance, Lean Six Sigma
Education
Santa Clara University
Bachelor of Science (BSc), Finance, General
Seiler LLP January 2008 - Present
Y. C. H. Inc. May 2005 - September 2007
UC Santa Cruz January 2007 - March 2007
Skills
CPA, Tax, Accounting, Income Tax, Microsoft Excel, Time Management, Leadership, Nonprofits, Entrepreneurship, Accounts Payable, Partnership Taxation, General Ledger, GAAP, Account Reconciliation, Tax Research, QuickBooks
Education
Golden Gate University 2014 — 2018
Master's degree, Taxation, Cumulative GPA: 3.90
University of California, Santa Cruz 2003 — 2007
B.A., Business Management Economics, Accounting
University of California, Santa Cruz 2003 — 2007
B.A., Psychology
API Accounting Practices, Inc. April 2015 - Present
EY January 2014 - October 2014
Seiler LLP October 2012 - December 2013
EisnerAmper LLP December 2011 - June 2012
Rothstein Kass January 2010 - September 2011
Macy's June 2004 - January 2010
Standish Management, LLC February 2008 - July 2009
Wells Fargo Bank August 2005 - February 2008
RHL Design Group August 2001 - June 2004
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Audit, Accounting, Alternative Investments, Valuation, Financial Statements, Fund Of Funds, Bloomberg, Not for Profit, Nonprofits, Liquidation, Equities, Private Foundations, RIAs, Investment Companies, Registered Investment..., Reviews, Auditing, Financial Accounting
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science, Business Administration, Accounting
Diablo Valley College 2005 — 2007
Associates of Science, Business Administration, Business
Alhambra High School
Talkdesk July 2015 - Present
BrightRoll, Inc. (Acquired by Yahoo!, Inc.) July 2013 - May 2015
The Orchard August 2012 - May 2013
Independent Online Distribution Alliance, Inc. February 2011 - August 2012
Seiler, LLP October 2010 - February 2011
Pricewaterhousecoopers, LLP October 2008 - October 2010
Pacific Coast Building Products 2006 - 2008
Skills
US GAAP, Auditing, Financial Reporting, GAAP, Accounting, Financial Accounting, External Audit, CPA, Assurance, Big 4, General Ledger, Tax, Revenue Recognition, Financial Statements, Finance, Internal Controls, Sarbanes-Oxley Act
Education
California State University-Sacramento 2004 — 2008
Bachelor of Science (B.S.), Business Administration - Concentration in Accountancy
California State University-Sacramento 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Seiler LLP January 2013 - Present
Seiler LLP February 2004 - January 2013
Alma Managment Corporation 1994 - 2004
Seiler LLP 1982 - 1994
Skills
CPA, Income Tax, Partnership Taxation, Tax Preparation, Tax Research, Corporate Tax, Accounting
Education
Golden Gate University 2008 — 2014
Master's degree, Taxation
San Francisco State University 1979 — 1982
Bachelor of Science (B.S.), Accounting
Deloitte Tax LLP July 2013 - Present
Seiler LLP July 2011 - June 2013
Magnolia Group LLP February 2011 - April 2011
Skills
Partnership Taxation, Tax Research, Accounting, Tax, Corporate Tax, Income Tax, Tax Preparation, US GAAP, GAAP
Education
San Jose State University 2010 — 2011
MS, Accountancy
Prodas December 2012 - Present
Paintball International, Inc. March 2012 - December 2012
Pacific Die Cut Industries March 2011 - September 2011
Seiler LLP May 2008 - April 2010
Education
University of California, Santa Cruz 2004 — 2008
BA, Business Management Economics
Patson Companies October 2006 - Present
Lurie Management, LLC 2000 - 2006
Century Theatres December 1999 - October 2000
Seiler LLP September 1997 - November 1999
Arthur Andersen July 1992 - August 1997
Williams-Sonoma, Inc. March 1988 - March 1991
Skills
Active CPA license, Accounting, Tax, Property Tax, CPA, GAAP, Tax Accounting, SEC filings, Corporate Tax, US GAAP, Financial Statements, Revenue Recognition, Tax Preparation, Tax Credits, Financial Reporting, General Ledger, International Tax, Transfer Pricing, Income Tax, Sarbanes-Oxley Act, QuickBooks
Education
Golden Gate University 2011 — 2014
Masters of Science, Taxation
San Francisco State University 1983 — 1987
BA, Geography
social media concierges 2014 - Present
Earwax Productions 1996 - Present
415.292.6622 January 1994 - Present
Seiler LLP 1990 - 1993
Skills
Public Speaking, Strategic Planning, Microsoft Office, Editing, Social Media, Event Planning, Public Relations, Nonprofits, Marketing, Social Media Marketing, Creative Writing, Photography, Outlook, English, Windows, Music, Journalism, Film
Education
University of California, Berkeley
Master of Business Administration (M.B.A.), Copyright Law thesis
University of California, Davis
Bachelor's Degree, Economics
Various colleges
Real Estate
Acalanes High, Lafayette, CA
High School
Trilliant July 2014 - Present
Bramasol July 2012 - July 2014
Seiler LLP December 2007 - February 2012
Franklin Templeton Investments July 1999 - August 2007
Skills
Administrative Support, Project Coordination, Microsoft Office, Word, Outlook, Microsoft Excel, PowerPoint, File Management, Research, Calendaring, Spreadsheets, Calendars, Confidentiality, Administrative..., Microsoft Word, Data Entry, Accounts Receivable, Time Management
Education
San Francisco State University 1995 — 2000
B.A., History
College of San Mateo 1987 — 1990
A.A., General Education
Stanford Graduate School of Business August 2015 - Present
QuestBridge April 2014 - October 2014
Visa March 2012 - September 2013
Nexant October 2011 - January 2012
Seiler LLP June 2010 - June 2011
R2P Limited March 2010 - April 2010
Exelixis August 2009 - December 2009
E2open June 2008 - August 2008
Education
Santa Clara University - Leavey School of Business 2007 — 2011
B.S. Commerce
Foundation for International Education (FIE)
Loyola Marymount University, College of Business Administration
Ledesma Family Farms 2004 - Present
Seiler LLP January 2014 - May 2015
Springleaf Financial Services April 2013 - July 2013
International Business Programs, Fresno State September 2012 - April 2013
Consulate of Mexico in Fresno January 2011 - December 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Teaching, Strategic Planning, Social Media, Team Leadership, Event Planning, Public Relations, Marketing Strategy, Teamwork, Marketing Communications, Sales, Program Management, Management, Sales Management, Marketing, Budgets, Customer Service, Outlook, Leadership, Accounting, Time Management
Education
California State University-Fresno 2012 — 2014
Master of Business Administration (MBA), 3.90
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2013 — 2013
Business Administration and Management, General
California State University-Fresno 2007 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.65
California State University-Fresno 2007 — 2012
Spanish, Language and Literature, 3.65
International College of Management Sydney ATF ICTHM Trust 2011 — 2011
Accounting and Business/Management
Regent's University London 2010 — 2010
Accounting and Business/Management
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2010 — 2010
Spanish Language and Literature
Hong Kong Baptist University
Accounting and Business/Management
Village Properties October 2014 - Present
Seiler LLP January 2007 - October 2014
APPLIED BIOSYSTEMS September 2004 - January 2007
Odenberg Ullakko Muranishi & Co July 1999 - September 2004
Education
Golden Gate University
Master’s Degree, Taxation
University of California, Berkeley
Bachelor’s Degree, Business Administration
Seiler LLP March 2012 - August 2015
Compass Transportation (San Francisco) May 2012 - July 2012
Porterhouse Restaurant 2008 - 2010
Education
California State University-Fresno 2006 — 2011
Bachelors of Science, Business Administration and Entrepreneurship
Juniper Serra High School 2002 — 2006
Diploma
Seiler LLP June 2011 - Present
Bingham McCutchen November 2006 - June 2011
Skills
Accounts Receivable, Outlook, Financial Reporting, Accounting, GAAP, Microsoft Excel, Financial Accounting, Auditing, General Ledger, QuickBooks
Education
UCSB 2001 — 2003
Bachelor's degree, Business Economics/Accounting
Seiler LLP August 2015 - Present
Kranz & Associates September 2014 - July 2015
CKP LLP July 2010 - August 2014
Innovative Bank December 2008 - June 2010
J. Sung Accountancy Corp. January 2008 - November 2008
Skills
Financial Accounting, Financial Statements &..., Auditing, Expense Analysis &..., Month-End..., Fixed Assets &..., Bank, AP & AR..., Staff Management, Tax Compliance, Payroll Processing, Revenue Recognition
Education
Dankook University 2002 — 2005
Master's degree, Sports Marketing
De Anza College 2010 — 2012
Accounting