Shepard Schwartz & Harris LLP

Description

Address: 123 N Upper Wacker Dr # 1400, Chicago, IL 60606 Hours: Closed ⋅ Opens 9AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 726-8353Website: Category: Place name: : : : : : : Website: http://www.ssh-cpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shepard Schwartz & Harris, LLP Posting publicly on the Web Write a review Reviews Be the first to review

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Shepard Schwartz & Harris LLP Employees

Employee
Years
Job
Industry
Spencer Goodwine Spencer Goodwine San Francisco, California Details
Spencer Goodwine's Shepard Schwartz & Harris LLP Experience October 2003 - October 2005
Job Finance Lead at IDEO.org
Industry Nonprofit Organization Management
Experience
IDEO.org  October 2013 - Present
The Art Institute of Chicago  April 2010 - August 2013
Loyola University Chicago  October 2005 - January 2010
Shepard Schwartz & Harris LLP   October 2003 - October 2005

Skills
Nonprofits, Capital Budgeting, Financial Analysis, Financial Reporting, Strategic Financial..., Variance Analysis, Accounting, Managerial Finance, Budget Forecasts, Budget Process, Operating Budgets, QuickBooks, Finance, Accounts Payable, Cash Management, Financial Accounting

Education
Indiana University-Purdue University at Indianapolis   2002 — 2003
Master of Professional Accountancy

Ball State University   1998 — 2002
Bachelor of Science (B.S.), Accounting

Daryl Pulido Daryl Pulido Greater Chicago Area Details
Daryl Pulido's Shepard Schwartz & Harris LLP Experience August 2013 - March 2014
Job Intern at PwC
Industry Financial Services
Experience
PwC  January 2015 - March 2015
DePaul University MAHA   2015 - 2015
SP Plus Corporation (SP+)   September 2014 - December 2014
PwC  June 2014 - August 2014
Shepard Schwartz & Harris LLP   August 2013 - March 2014
Northern Trust  June 2011 - June 2012

Skills
Editing, Human Resources, Databases, Invoicing, Bloomberg, Equities, Fixed Income, Investments, Financial Analysis, Derivatives, Portfolio Management, Financial Modeling, Valuation, Asset Management, Hedge Funds, Accounting

Education
DePaul University   2012 — 2016
Bachelor of Science (B.S.), Accounting

Whitney Young Magnet High School

Mollie McBreen Mollie McBreen Chicago, Illinois Details
Mollie McBreen's Shepard Schwartz & Harris LLP Experience August 2014 - Present
Job Staff Accountant at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   August 2014 - Present
University of Iowa Athletics Department   August 2013 - August 2014
Accounting Intern Scholarship Program   June 2013 - July 2013

Education
University of Iowa   2012 — 2014
Master's degree, Accounting

Matt Swiatkowski Matt Swiatkowski Greater Chicago Area Details
Matt Swiatkowski's Shepard Schwartz & Harris LLP Experience June 2013 - August 2015
Job Supervisor, Tax Services McGladrey LLP
Industry Accounting
Experience
McGladrey  September 2015 - Present
Shepard Schwartz & Harris LLP   June 2013 - August 2015
Aon  September 2012 - April 2013
McGladrey LLP  October 2009 - September 2012
McGladrey  September 2007 - October 2009

Skills
Microsoft Excel, US Tax, Tax Accounting, CCH ProSystem fx, Microsoft Office, Windows 7, CPA, International Tax

Education
DePaul University   2009 — 2012
M.S, Taxation

Illinois State University   2004 — 2007
B.S.A, Accounting

Illinois State University   2004 — 2007
B.S.A, Business Information Systems

Jasmine Pilar Jasmine Pilar San Diego, California Details
Jasmine Pilar's Shepard Schwartz & Harris LLP Experience September 2004 - March 2005
Job Specialist, Membership Development at Technology Services Industry Association (TSIA)
Industry Information Technology and Services
Experience
Technology Services Industry Association (TSIA)   June 2015 - Present
JasmineFit Personal Training   September 2009 - Present
Dunham & Associates  February 2013 - July 2013
W Hotels  November 2011 - April 2012
Nuveen Investments  March 2006 - March 2011
Franke & Shields, LLC   October 2005 - December 2005
Business Logic  June 2005 - August 2005
Shepard Schwartz & Harris LLP   September 2004 - March 2005

Education
DePaul University   2009 — 2012
Bachelors of Science

Mark McClughen Mark McClughen Chicago, Illinois Details
Mark McClughen's Shepard Schwartz & Harris LLP Experience July 2015 - Present
Job Audit Supervisor at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   July 2015 - Present
Shepard Schwartz & Harris LLP   June 2014 - June 2015
Shepard Schwartz & Harris LLP   January 2012 - May 2014

Skills
Financial Statements, Tax Preparation, Accounting, GAAP, Tax, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Analysis, Bookkeeping, QuickBooks, Auditing, Tax Returns, Income Tax

Education
Illinois State University   2008 — 2011
Bachelor’s Degree, Financial Accounting

James Geoghegan James Geoghegan Lemont, Illinois Details
James Geoghegan's Shepard Schwartz & Harris LLP Experience January 2014 - Present
Job Staff Accountant at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   January 2014 - Present
Heartland Bank and Trust Company  August 2011 - November 2013
OfficeMax  January 2008 - January 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Customer Service, Teamwork, Research, Social Networking, Banking, Financial Analysis

Education
Illinois State University   2011 — 2013
Bachelor of Science in Accounting / Master of Professional Accountancy, Accounting

Jon Schmitt Jon Schmitt Greater Chicago Area Details
Jon Schmitt's Shepard Schwartz & Harris LLP Experience September 2014 - Present
Job Staff Accountant at Shepard, Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   September 2014 - Present
Pitel Septic, Inc   January 2006 - July 2014
Alpha Lambda Delta Honors Society   January 2011 - May 2014
United Way  January 2012 - April 2014
Schmitt Family Farm   January 2001 - September 2013
United Way  January 2011 - January 2012
FLAME Leadership Conference   July 2011 - July 2011

Skills
Accounting, Financial Accounting, Tax, Bookkeeping, Customer Service, Income Tax, Teamwork, Corporate Finance, Management, Tax Returns, Tax Preparation, QuickBooks, Management Accounting, Time Management, Public Speaking

Education
Carthage College   2010 — 2014
Bachelor of Arts (B.A.), Accounting, Alumni

Thomas Gawel Thomas Gawel Greater Chicago Area Details
Thomas Gawel's Shepard Schwartz & Harris LLP Experience January 2012 - April 2012
Job Officer at The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company  April 2013 - Present
The Northern Trust Company  July 2012 - March 2013
Shepard Schwartz & Harris LLP   January 2012 - April 2012

Skills
Financial Analysis, Credit, Investments, Microsoft Office, Credit Analysis, Portfolio Management, Moody's Risk Analyst, Financial Accounting, Risk Management, Auditing, Tax Accounting, Credit Risk, Financial Modeling, Business Analysis, Business Writing, Presentations

Education
DePaul University   2008 — 2013
Bachelor of Science in Business, Accounting and Finance

Scott Rulkowski Scott Rulkowski Greater Denver Area Details
Scott Rulkowski's Shepard Schwartz & Harris LLP Experience January 2013 - August 2013
Job Consulting Services Analyst at McKinnis Consulting Services
Industry Hospital & Health Care
Experience
McKinnis Consulting Services  September 2013 - Present
Shepard Schwartz & Harris LLP   January 2013 - August 2013
Questar Inc.   June 2012 - January 2013
Raila & Associates, P.C.   June 2009 - June 2012

Skills
Accounting, Accounts Receivable, Microsoft Excel, Financial Reporting, QuickBooks, Tax, Budgets, General Ledger, Planning Budgeting &..., Finance, Royalties, Fixed Assets, GAAP, Forecasting, Financial Statements, Month End Close, Healthcare Consulting, Data Analysis, Epic Systems, Visio, Consulting, Business Analysis, Revenue Cycle, Hospital Revenue Cycle, EHR, Resolute Hospital...

Education
Quinlan School of Business, Loyola University Chicago   2010 — 2011
Master of Science

Quinlan School of Business, Loyola University Chicago   2006 — 2010
Bachelor

Katherine Dittmer, CPA Katherine Dittmer, CPA Chicago, Illinois Details
Katherine Dittmer, CPA's Shepard Schwartz & Harris LLP Experience July 2015 - Present
Job Manager at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   July 2015 - Present
Shepard Schwartz & Harris LLP   May 2014 - July 2015
Shepard Schwartz & Harris LLP   July 2012 - May 2014
Shepard Schwartz & Harris LLP   September 2008 - July 2012
Clifton Gunderson LLP  December 2006 - March 2007

Skills
CPA

Education
Bradley University   2004 — 2008
BSA and MSA, Accounting

University of Michigan   2003 — 2004
N/A, Accounting

Anna (Ania) Wojtowicz, CPA Anna (Ania) Wojtowicz, CPA Greater Chicago Area Details
Anna (Ania) Wojtowicz, CPA's Shepard Schwartz & Harris LLP Experience January 2011 - April 2011
Job Senior Tax Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  November 2012 - Present
NetWings Corp   September 2014 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas   May 2011 - October 2012
Shepard Schwartz & Harris LLP   January 2011 - April 2011
Center for Economic Progress  January 2011 - March 2011

Skills
Tax, Tax Accounting, Accounting, Bilingual, Public Speaking, Tax Research, US GAAP, Microsoft Excel, Financial Statements, Microsoft Office, Time Management, Corporate Tax, Tax Preparation, Finance, Quickbooks, Excel, CCH, Research, FASB, FAS109, Sales Tax, Access, CPA, Tax Compliance, Planning, OneSource, Provision, FIN 48, GoSystems, IRC, Partnership Taxation, Due Diligence, M&A tax, Project Planning, Tax Returns, Income Tax, GAAP

Education
DePaul University   2008 — 2012
Bachelor of Science (B.S.), Accounting, Finance

Uniwersytet Jagielloński w Krakowie   2009 — 2009
Polish Language Certification, International/Global Studies

Samuel Passarelli Samuel Passarelli Greater Chicago Area Details
Samuel Passarelli's Shepard Schwartz & Harris LLP Experience January 2013 - April 2013
Job Corporate Accountant at Bel Brands USA
Industry Accounting
Experience
Bel Brands USA  September 2015 - Present
Crowe Horwath LLP  September 2014 - September 2015
Village of Justice   May 2012 - August 2013
Shepard Schwartz & Harris LLP   January 2013 - April 2013

Skills
Accounting, Accounts Receivable, Fixed Assets, Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Time Management, Teamwork, Tax, Finance, Financial Analysis

Education
Carthage College   2010 — 2014
Bachelor of Arts (BA), Accounting

MIKE BREIER MIKE BREIER Greater Chicago Area Details
MIKE BREIER's Shepard Schwartz & Harris LLP Experience January 2012 - January 2013
Job Michael Breier Owner at Breier Consulting Ltd. Consultant to Privately Owned Businesses|Tax Compliance & Strategy
Industry Management Consulting
Experience
Breier Consulting Ltd.   January 2012 - Present
Shepard Schwartz & Harris LLP   January 2012 - January 2013
Shepard, Schwartz & Harris LLP   1985 - January 2012
Aurora University  August 1985 - May 1986
DIGIOVINE HNILO JORDAN + JOHNSON LTD.   November 1981 - October 1985

Skills
Business Analysis, Business Acquisition, Business Taxes, IT Strategy, Business Continuity, Auditing, Construction Accounting, Distressed Property, Forensic Accounting, Certified Information..., New Business Acquisition, Private Companies, Financial Review, Financial Analysis, Tax Compliance, IRS Representation, Accounting Systems and..., Internal Controls, Leader and Mentor, Featured Speaker, Developing Vision and..., Leading Culture and..., Certified Public..., Strategic Planning, Tax Strategies, Corporate Trainer, Public Speaking, M&A due diligence, Accounting System, CPA, Tax, Leadership, Due Diligence, Corporate Tax, Property, Financial Reporting, Accounting, General Ledger, Financial Statements, IRS, GAAP, Financial Regulation, Analysis, Cost Accounting, Financial Accounting, QuickBooks, Cash Flow, Finance, Internal Audit, Income Tax

Education
John Carroll University   1976 — 1979
BSBA, Accounting

Hinsdale South High School   1971 — 1975

Michael Daujotas Michael Daujotas Greater Milwaukee Area Details
Michael Daujotas's Shepard Schwartz & Harris LLP Experience 1990 - 1991
Job Senior Manager, Tax Planning at Takeda Pharmaceuticals
Industry Accounting
Experience
Takeda Pharmaceuticals  February 2009 - Present
Cherry Corporation  February 2008 - January 2009
Abbott Laboratories  1997 - 2007
Taskforce on Waukegan Neighborhoods   2001 - 2004
Commonweath Edison  1996 - 1997
Mallinckodt Veterinary   1996 - 1996
Zebra Technologies  March 1993 - December 1995
Arthur Andersen  September 1991 - April 1994
Shepard Schwartz & Harris LLP   1990 - 1991

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1987 — 1996
Bachelor of Science (B.S.), Accounting

Nazareth   1983 — 1987
High School

Lindop

Thomas Reuter Thomas Reuter Chicago, Illinois Details
Thomas Reuter's Shepard Schwartz & Harris LLP Experience December 2013 - Present
Job Staff Accountant at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   December 2013 - Present

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Financial Accounting, Financial Reporting, Time Management, Tax

Education
Illinois State University   2010 — 2013
Bachelor of Science (B.S.), Accounting

Universität Paderborn   2012 — 2012
Study Abroad, German Language and Literature, CEFR Level A2 German Proficiency

Heartland Community College   2008 — 2010
Associate's degree coursework

Suzanne Leazzo Suzanne Leazzo Greater Chicago Area Details
Suzanne Leazzo's Shepard Schwartz & Harris LLP Experience December 1999 - June 2003
Job Assistant Controller at Plote Construction
Industry Construction
Experience
Springhill Gymnastics Inc.   2008 - Present
Plote Construction   May 2006 - Present
Plante & Moran  2003 - 2006
Shepard Schwartz & Harris LLP   December 1999 - June 2003
shepard Schwartz & Harris   1999 - 2003

Skills
Financial Statements, Payroll, Accounting, Auditing, Tax, Microsoft Excel, Financial Audits, Microsoft Word, Financial Reporting, General Ledger, Accruals, Accounts Receivable, Accounts Payable, GAAP, CPA, Bank Reconciliation, Internal Controls, Budgets

Education
Illinois State University   1997 — 1999
Bachelors, Accounting

College of DuPage   1995 — 1997
Associates, Accounting

Krista Boomsma Krista Boomsma Greater Chicago Area Details
Krista Boomsma's Shepard Schwartz & Harris LLP Experience September 2007 - December 2011
Job Senior Staff Accountant at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   September 2007 - December 2011

Skills
Auditing, Accounting, Financial Audits, GAAP, CPA

Education
Ball State University   2006 — 2007
Masters in Accounting, Accounting

Ball State University   2002 — 2006
Bachelors of Science, Accounting

Holy Cross High School   1998 — 2002

Charles F. Millington MBA, CPA, CFP® Charles F. Millington MBA, CPA, CFP® Greater Chicago Area Details
Charles F. Millington MBA, CPA, CFP®'s Shepard Schwartz & Harris LLP Experience December 1996 - September 1998
Job President at Millington Financial Advisors, LLC
Industry Financial Services
Experience
Millington Financial Advisors, LLC   January 2011 - Present
Millington Investments, LLC   October 2013 - Present
Millington & Company   December 2009 - Present
Millington Securities, Inc.   December 2009 - January 2014
BP  March 2006 - December 2009
Claymore Securities  July 2003 - November 2005
Charles Millington & Associates, Inc.   December 2001 - June 2003
Accenture  September 2000 - December 2001
Jones Lang LaSalle  September 1998 - September 2000
Shepard Schwartz & Harris LLP   December 1996 - September 1998

Skills
Financial Planning, Asset Management, Retirement Planning, Financial Advisory, Investments, Financial Analysis, Series 7, Portfolio Management, Mutual Funds, Accounting, Business Planning, Insurance, Wealth Management, Financial Reporting, Financial Modeling, Financial Management, Valuation, Corporate Finance, Strategic Financial..., Asset Managment, Investment Strategies, Finance, Financial Services, Securities, Investment Management, Analysis, Options, Trading

Education
Northern Illinois University - College of Business   2004 — 2006
MBA

Illinois State University   1992 — 1996
B.S., Accounting

Naperville North   1988 — 1992

St. Peter and Paul   1985 — 1988

Patricia Ruiz Patricia Ruiz Chicago, Illinois Details
Patricia Ruiz's Shepard Schwartz & Harris LLP Experience September 2006 - May 2009
Job Staff Accountant, Accounting Services Group at Ostrow Reisin Berk & Abrams, Ltd.
Industry Accounting
Experience
Ostrow Reisin Berk & Abrams, Ltd.   September 2014 - Present
Lerman, Boudart, and Associates LLP   November 2010 - August 2014
Shepard Schwartz & Harris LLP   September 2006 - May 2009
Deloitte Tax LLP  January 2003 - June 2006

Skills
Financial Statements, Accounting, Financial Reporting, QuickBooks, Tax, Auditing, General Ledger, Bookkeeping, Tax Returns, Journal Entries, Tax Preparation, Tax Research, GAAP, Bank Reconciliation, Corporate Tax, Partnership Taxation, Lacerte, High Net Worth..., ProSystem fx Tax, Sales & Use Tax..., Personal Tax Planning, Income Tax, Financial Accounting, Tax Compliance, Compliance, Month End Close, 1120S, CCH ProSystem fx, Payroll Tax Compliance, Reviews, Compilation Of..., Financial Audits, Superforms, Engagement CS, Trial Balance, Tax Reporting, Spreadsheets, Small Business..., Individual Taxation, State Taxation, Federal & State Income...

Education
DePaul University   1997 — 2001
Bachelors of Science, Accounting

Universidad Complutense de Madrid   1999 — 1999

Dekenia Norfleet Dekenia Norfleet Greater Los Angeles Area Details
Dekenia Norfleet's Shepard Schwartz & Harris LLP Experience September 2007 - May 2008
Job Registered Nurse BSN, PHN
Industry Hospital & Health Care
Experience
Silver Lake Medical Center  May 2012 - Present
Rodeo Drive Plastic Surgery   March 2012 - Present
Silver Lake Medical Center  February 2012 - Present
LA Girls DO Cook/ Celebrity Chef Ameera   December 2009 - August 2010
Allstate Insurance Workplace Division   February 2009 - July 2010
State of California Water Quality Control Board   June 2008 - April 2009
Shepard Schwartz & Harris LLP   September 2007 - May 2008
1st Impressions Beauty Salon   September 2006 - May 2007
Youth Organizations Umbrella Inc  October 2004 - May 2005
Equisource Real Estate Company   January 2001 - January 2004

Education
Mount Saint Mary's College   2010 — 2011
Bachelor's of Science, Nursing

Loyola University of Chicago   2004 — 2008
Bachelor of Arts, English

Loyola University of Chicago   2004 — 2008
Bachelor's of Science, Criminal Justice

William Lackovic William Lackovic Greater Chicago Area Details
William Lackovic's Shepard Schwartz & Harris LLP Experience January 1988 - June 1996
Job Principal & President at Deer Creek Construction Management Inc.
Industry Construction
Experience
Deer Creek Construction Management Inc.   April 2013 - Present
Oakbrook Construction Management Inc.   June 1996 - March 2012
Shepard Schwartz & Harris LLP   January 1988 - June 1996

Skills
Accounting, Budgets, Strategic Planning, Construction, Microsoft Excel, Accounts Payable, Financial Reporting, Customer Service, Microsoft Office, Contract Negotiation, General Ledger, Project Management, Financial Analysis, Contract Management, Microsoft Word, Auditing, Accounts Receivable, Process Scheduler, PowerPoint, Negotiation, Forecasting, Team Leadership

Education
Illinois State University   1985 — 1987
Bachelor of Science, Accountancy & Business Administration

Donna Hoffman Donna Hoffman Miami/Fort Lauderdale Area Details
Donna Hoffman's Shepard Schwartz & Harris LLP Experience August 1981 - August 1982
Job CPA at Bishop, Rosasco & Co.
Industry Accounting
Experience
Bishop, Rosasco & Co   August 1983 - Present
National Futures Association  June 1981 - August 1983
Shepard Schwartz & Harris LLP   August 1981 - August 1982

Skills
Budgets, Auditing, Financial Analysis, Tax Preparation, Consulting, Corporate Tax, Microsoft Excel, CPA, Strategic Planning, Account Reconciliation, Business Planning, Cash Management, GAAP, General Ledger, Income Tax, Internal Controls, Tax, Financial Accounting, Bookkeeping, Cash Flow, Tax Research, Journal Entries, Tax Returns, Tax Accounting, Sales Tax, Forensic Accounting, Partnership Taxation, Fixed Assets, Revenue Recognition, Cost Accounting

Education
Lewis University   1980 — 1983
BA, ACCOUNTING

James Sawdon, CPA, MBA James Sawdon, CPA, MBA Chicago, Illinois Details
James Sawdon, CPA, MBA's Shepard Schwartz & Harris LLP Experience 2006 - 2011
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte  2015 - 2015
Graham Allen Partners  2015 - 2015
McGladrey  2013 - 2014
McGladrey  2011 - 2013
Shepard Schwartz & Harris LLP   2006 - 2011
Professional Marketing  2004 - 2005
Steelcase  2003 - 2004

Skills
Auditing, Financial Statements, CPA, Accounting, Tax, US GAAP, Budgets, QuickBooks, GAAP, Finance, Financial Reporting, Payroll, Strategic Communications, Financial Analysis, Leadership, Internal Audit

Education
University of Notre Dame - Mendoza College of Business   2014 — 2015
Master of Business Administration (MBA), Finance & Business Leadership

Calvin College   2005 — 2006
B.S.P.A., Accounting

Calvin College   2001 — 2005
B.A., Business

Eunjoo Lee Eunjoo Lee Austin, Texas Area Details
Eunjoo Lee's Shepard Schwartz & Harris LLP Experience February 2001 - December 2006
Job Senior Vice President at Hawkeye Partners
Industry Real Estate
Experience
Hawkeye Partners   January 2013 - Present
Hawkeye Partners   May 2009 - December 2012
Hawkeye partners   June 2007 - May 2009
Shepard Schwartz & Harris LLP   February 2001 - December 2006
Risk Management Solutions  1999 - 1999

Education
Stanford University

University of Illinois at Chicago

University of Wisconsin-Madison

Bridget Prendergast Bridget Prendergast Greater Chicago Area Details
Bridget Prendergast's Shepard Schwartz & Harris LLP Experience July 2015 - Present
Job Senior Staff Accountant at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   July 2015 - Present
Shepard Schwartz & Harris LLP   January 2013 - June 2015

Education
DePaul University   2009 — 2012
Bachelor of Science (BS), Accounting

Kimberly (Otto) Cazel Kimberly (Otto) Cazel Greater Chicago Area Details
Kimberly (Otto) Cazel's Shepard Schwartz & Harris LLP Experience January 1990 - May 1991
Job CPA
Industry Accounting
Experience
CARE Accounting   2009 - Present
Your Front eOffice   January 2014 - December 2014
Community Volunteer  2001 - 2009
Motor Coach Industries  1998 - 2001
Amerihost Properties, Inc.   1991 - 1998
Shepard Schwartz & Harris LLP   January 1990 - May 1991

Skills
Accounting, Financial Analysis, CPA, Quickbooks, Cloud Applications, ProAdvisor, Financial Management..., Financial Reporting, Budgets, Software Implementation, Business Process..., Small Business..., Financial Statement..., Problem Solving, Financial Software..., General Ledger..., Outlook, Financial Advisory, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Analysis, Business Analysis, Key Performance..., Financial Statements, Collaborative Problem..., Small Business, General Ledger, QuickBooks

Education
Northern Illinois University   1985 — 1989
Bachelor's degree, Accounting

Homewood Flossmoor HIgh School   1981 — 1985
College/University Preparatory and Advanced High School

SchoolofBookkeeping.com
Adult and Continuing Education and Teaching

Alex Adamic Alex Adamic Greater Chicago Area Details
Alex Adamic's Shepard Schwartz & Harris LLP Experience December 2011 - September 2012
Job Investment Banking Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  May 2015 - Present
Morgan Stanley  October 2012 - April 2015
Wells Fargo  June 2014 - September 2014
Goldman Sachs  June 2013 - August 2013
Shepard Schwartz & Harris LLP   December 2011 - September 2012

Education
DePaul University   2011 — 2015
Bachelor of Science (B.S.)

Andrew Whitlatch, CPA Andrew Whitlatch, CPA Greater Chicago Area Details
Andrew Whitlatch, CPA's Shepard Schwartz & Harris LLP Experience September 2008 - November 2011
Job Financial Analyst, Abercrombie & Kent USA
Industry Accounting
Experience
Abercrombie & Kent  January 2013 - Present
Abercrombie & Kent  November 2011 - January 2012
Shepard Schwartz & Harris LLP   September 2008 - November 2011
Wells Fargo Home Mortgage  August 2003 - August 2008

Skills
Accounting, Tax, Auditing, CPA, Income Tax, Financial Reporting, Internal Controls, Accounts Payable, Financial Accounting, Accounts Receivable, Financial Statements, Financial Analysis, General Ledger, GAAP

Education
Simpson College   2003 — 2008
BA, Accounting

Greg Perona Greg Perona Los Angeles, California Details
Greg Perona's Shepard Schwartz & Harris LLP Experience January 2012 - July 2012
Job William O'Neil + Co.
Industry Accounting
Experience
William O'Neil + Co. Inc.   June 2015 - Present
Nadex  March 2015 - May 2015
Stone Grove Guitar   February 2015 - May 2015
MLK Partners   September 2014 - May 2015
Loop Paper Recycling/Memphis Recycling Services   April 2013 - September 2014
Pillars  August 2012 - March 2013
Shepard Schwartz & Harris LLP   January 2012 - July 2012
Chicago Lakefront Soccer Club   July 2011 - January 2012
Chicago Boxing Club   January 2009 - February 2011

Skills
Preparation, Tax Preparation, Accounting, Financial Statements, QuickBooks, General Ledger

Education
DePaul University   2007 — 2011
Bachelor of Science, Accounting and Business Administration

Joanna Brzostowski Joanna Brzostowski Chicago, Illinois Details
Joanna Brzostowski's Shepard Schwartz & Harris LLP Experience September 2004 - Present
Job Audit Manager at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   September 2004 - Present
PwC  June 2003 - June 2004

Skills
Auditing, Tax Preparation, Accounting, CPA, External Audit, Income Tax, Financial Statements, Tax, GAAP, Not for Profit, Corporate Tax, Tax Accounting, US GAAP, Partnership Taxation

Education
DePaul University   1998 — 2003
Bachelor of Commerce (B.Com.), Accounting

Ron Perfetti Ron Perfetti Greater Chicago Area Details
Ron Perfetti's Shepard Schwartz & Harris LLP Experience October 2013 - May 2015
Job Accountant
Industry Accounting
Experience
Dearborn Advisors  June 2015 - Present
Shepard Schwartz & Harris LLP   October 2013 - May 2015
American Mattress  October 2009 - October 2013
DeVry University  August 2010 - February 2011
Enterprise Rent-A-Car  May 2008 - September 2009

Skills
Sales, Sales Operations, Sales Management, Customer Satisfaction, Account Management, Budgets, Inventory Management, Training, Customer Service, Customer Retention, Team Building, Microsoft Excel, Retail Sales, Inventory Control, Merchandising, Hiring, Microsoft Word, Employee Training, Sales Hiring, Employee Management, Customer Oriented, Long-term Customer..., Bookkeeping, Interviewing Skills, Sales Leadership..., Operations Management, Cash Handling Experience, Salesforce.com, Outlook, Retail, Profit, Accounting, Auditing, Financial Statements, Tax Preparation, Compilation Of..., Partnership Taxation, Management, Microsoft Office, Leadership, Financial Analysis

Education
Benedictine University   2011 — 2013
Masters of Science, Accountancy, 4.0 GPA

Benedictine University   2006 — 2008
Bachelors of Business Administration, Finance

Dave Hansen Dave Hansen Chicago, Illinois Details
Dave Hansen's Shepard Schwartz & Harris LLP Experience 2015 - Present
Job Business Development Leader
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   2015 - Present
Cognizant  2013 - 2014
Navigant  2010 - 2013
Lake Capital  2009 - 2010
Diversified Search  2008 - 2009
A.T. Kearney   1997 - 2008

Education
University of Michigan
BA, English

Miami University
MBA, Marketing

Kunaal Daryanani Kunaal Daryanani Chicago, Illinois Details
Kunaal Daryanani's Shepard Schwartz & Harris LLP Experience January 2010 - April 2010
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar  October 2014 - Present
Morningstar  July 2013 - October 2014
Morningstar  November 2011 - June 2013
SmithBucklin  November 2010 - November 2011
Shepard Schwartz & Harris LLP   January 2010 - April 2010

Skills
Microsoft Office, Photoshop, Customer Service, Accounting, Accounts Payable, Financial Statements, Balance, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, Accounts Receivable, General Ledger, Auditing, Oracle Applications, Cash Sales, Real Estate, Journal Entries, Nonprofits, Management, Tax, GAAP

Education
DePaul University   2009 — 2013
Bachelor's, Accountancy, Real Estate, 3.5 GPA

Chris Glowacki Chris Glowacki Greater Chicago Area Details
Chris Glowacki's Shepard Schwartz & Harris LLP Experience September 1997 - Present
Job Tax Manager at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   September 1997 - Present

Skills
Income Tax, Tax, Tax Preparation, Accounting, General Ledger, QuickBooks, Financial Planners, Private Companies, Tax Research, Bookkeeping, US Tax, Sales & Use Tax..., CPA, Tax Accounting

Education
University of Illinois at Chicago   1995 — 1998
Accounting

Corey Breitfelder Corey Breitfelder Fayetteville, Arkansas Area Details
Corey Breitfelder's Shepard Schwartz & Harris LLP Experience January 2005 - May 2007
Job Group Finance Manager, Walmart Customer Team at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble  May 2015 - Present
Procter & Gamble  June 2013 - May 2015
Procter & Gamble  September 2011 - May 2013
Procter & Gamble  May 2008 - September 2011
Grant Thornton  May 2007 - August 2007
Shepard Schwartz & Harris LLP   January 2005 - May 2007

Skills
Accounting, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Forecasting, Forecasting, Analysis, Tax

Education
University of Notre Dame - Mendoza College of Business   2007 — 2009
Master of Business Administration, Corporate Finance

Loyola University Chicago   2003 — 2007
Bachelor of Business Administration, Accounting, Finance and Economics

Munira Anjarwala Munira Anjarwala Greater Chicago Area Details
Munira Anjarwala's Shepard Schwartz & Harris LLP Experience September 2015 - Present
Job Audit Staff Accountant
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   September 2015 - Present
BKD CPAs & Advisors  September 2013 - March 2015
Simple Truths, LLC  July 2013 - September 2013
411 Business Book   January 2009 - December 2011
Armitage Bike- now Bike4Life   January 2007 - June 2009
Qutby Traders   July 2003 - December 2005

Skills
Supply Chain Management, Accounting, Account Reconciliation, Financial Accounting, Financial Reporting, General Ledger, Business Analysis, Budgets, Analysis, Process Improvement, Management, Managerial Finance, Cost Accounting, Accounts Payable, Accounts Receivable, Business Strategy, Finance, Financial Analysis, Internal Audit, Payroll, Leadership, ERP, Sarbanes-Oxley Act, GAAP, QuickBooks, Financial Statements, Cash Flow, Auditing, Internal Controls, Variance Analysis, Fixed Assets, US GAAP, Financial Audits, Income Tax, Tax, External Audit, Microsoft Excel

Education
Certified Public Accounting   2015 — 2015
CPA candidate, BEC: 83, Audit: 82

DePaul University   2010 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6

Brent Wilson Brent Wilson Minneapolis, Minnesota Details
Brent Wilson's Shepard Schwartz & Harris LLP Experience November 2007 - November 2008
Job Investment Analyst at Varde Partners
Industry Investment Management
Experience
Varde Partners  August 2014 - Present
J.P. Morgan   July 2013 - July 2014
J.P. Morgan   June 2010 - June 2013
Houlihan Smith & Company, Inc.   September 2009 - January 2010
JPMorgan Chase  June 2009 - August 2009
KPMG  January 2009 - April 2009
Shepard Schwartz & Harris LLP   November 2007 - November 2008

Education
DePaul University   2006 — 2010
Bachelors, Finance & Accounting

Katy Dienslake, CPA Katy Dienslake, CPA Greater Chicago Area Details
Katy Dienslake, CPA's Shepard Schwartz & Harris LLP Experience July 2015 - Present
Job Manager at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   July 2015 - Present
Shepard Schwartz & Harris LLP   May 2014 - Present
Shepard Schwartz & Harris LLP   July 2012 - Present
Shepard Schwartz & Harris LLP   September 2008 - July 2012
Clifton Gunderson LLP  May 2007 - August 2007

Skills
Private Companies, Real Estate, Manufacturing, Construction, Wealth, CPA, Mortgage Banking, Financial Statements, Accounting, QuickBooks, Auditing, Tax, Internal Controls, Financial Reporting, General Ledger, Bookkeeping

Education
Illinois State University   2007 — 2008
Masters, Accounting

Illinois State University   2005 — 2007
B.S., Accounting

University of Missouri-Columbia   2003 — 2005
N/A, Accounting

Daniel Jaszka Daniel Jaszka Chicago, Illinois Details
Daniel Jaszka's Shepard Schwartz & Harris LLP Experience 1982 - Present
Job Tax Partner In Charge at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   1982 - Present

Skills
Corporate Tax, International Tax, Tax Advisory, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Investment..., Mergers & Acquisitions, Reorganisation, Property Disposition, 1031 Exchanges, Foreclosures, Bankruptcy and Real..., OID, UBIT, Executive Compensation...

Education
DePaul University
Bachelor of Science (BS), Commerce

Paul Nasui Paul Nasui Greater Chicago Area Details
Paul Nasui's Shepard Schwartz & Harris LLP Experience August 2015 - Present
Job Staff Accountant at Shepard, Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   August 2015 - Present
Common Ground Gathering   January 2015 - Present
Shepard Schwartz & Harris LLP   January 2013 - July 2015
DePaul Community Service Association   September 2011 - February 2013
jewel-osco  August 2010 - February 2013
Philadelphia Romanian Church of God   October 2010 - December 2012
Lincolnwood Park District   April 2012 - September 2012
Amarei Construction Services LLC   June 2006 - August 2011

Skills
Customer Service, Critical Thinking, Spreadsheets, Microsoft Excel, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Social Networking, Problem Solving, Accounting, Teamwork, Financial Analysis, Data Entry, QuickBooks, Tax, Bookkeeping, Payroll, Financial Accounting, Financial Statements, Income Tax, General Ledger, Tax Preparation

Education
DePaul University   2011 — 2015
Bachelor Degree, Accounting

Niles West High School   2007 — 2011

Lizzie Beata Lizzie Beata Sacramento, California Details
Lizzie Beata's Shepard Schwartz & Harris LLP Experience December 2009 - January 2011
Job at
Industry Accounting
Experience
Mann, Urrutia, Nelson, CPAs   September 2015 - Present
Longcrier & Associates CPAs   January 2013 - August 2015
Shepard Schwartz & Harris LLP   December 2009 - January 2011
Beata & Associates   September 2008 - September 2010
Ave Maria University  June 2009 - August 2009

Skills
Accounting, Microsoft Excel, Tax, Financial Reporting, QuickBooks, Microsoft Office, Auditing, Financial Analysis, Tax Preparation, GAAP, Tax Research, Financial Accounting, PowerPoint

Education
Cal Poly San Luis Obispo   2011 — 2012
MSA Tax, Taxation

DePaul University   2007 — 2011
Bachelor's degree, Accounting

Veronica Olguin, CTFA Veronica Olguin, CTFA Greater Chicago Area Details
Veronica Olguin, CTFA's Shepard Schwartz & Harris LLP Experience October 2013 - Present
Job Manager Trust & Estate
Industry Financial Services
Experience
Shepard Schwartz & Harris LLP   October 2013 - Present
Topel Forman, LLC  2012 - October 2013
Crowe Horwath LLP  February 2008 - August 2011
JPMorgan Chase  December 2003 - February 2008
JPMorgan Chase  July 2000 - December 2003

Skills
Estate Tax Planning, Tax Returns, High Net Worth..., Financial Statements, Tax Accounting, Estate Planning, Trust Taxation, Gift Tax, GST, Corporate Tax, Tax Preparation, Taxation of Trusts, Financial Reporting, Income Tax, Personal Income Tax..., Partnership Taxation, Tax Research, LLC, Tax Law, GAAP, Account Reconciliation, Estate & Gift Taxation, Probate Estates, Post - Mortem Trust..., Financial & Fiduciary..., Estate Administration

Education
DePaul University
Bachelor of Applied Science (BASc), Accounting and Finance

Mary Jean Zyck Mary Jean Zyck Greater Chicago Area Details
Mary Jean Zyck's Shepard Schwartz & Harris LLP Experience September 2014 - Present
Job Shepard Schwartz & Harris Staff Accountant
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   September 2014 - Present
Field of Dreams Horse Rescue and Adoption   May 2012 - August 2014
Ace Hardware  May 2013 - August 2013
Ace Hardware  May 2012 - August 2012
Field of Dreams Horse Rescue and Adoption   May 2011 - December 2011

Skills
Microsoft Word, Teamwork, Accounting, Management, Finance, Budgets, Microsoft Office, Microsoft Excel, PowerPoint

Education
Illinois Wesleyan University   2010 — 2014
Bachelor of Arts, Accounting

Jake Erwin Jake Erwin Greater Chicago Area Details
Jake Erwin's Shepard Schwartz & Harris LLP Experience November 2002 - October 2005
Job Controller
Industry Hospital & Health Care
Experience
Aggeus Management Group ETAL   January 2013 - Present
Spex  August 2011 - Present
Universal Realty Group  September 2010 - August 2011
Healthcare Development Partners   November 2005 - April 2010
Jones and Brown Company, Inc   August 2007 - March 2008
Healthcare Development Partners / Proteus Group   November 2005 - July 2007
Shepard Schwartz & Harris LLP   November 2002 - October 2005
Bansley & Keiner, LLP   January 2001 - October 2002
Bansley & Keiner, LLP   October 1999 - December 2000
Bansley & Keiner, LLP   September 1998 - September 1999

Skills
Accounting, Financial Reporting, Financial Statements, Auditing, Finance, Cost Accounting, Healthcare, Financial Analysis, GAAP, QuickBooks, Accounts Payable, Cash Flow, Commercial Real Estate, Residential Homes, CPA, General Ledger, Tax, Construction, Consulting, Manufacturing, Real Estate, Internal Controls, Strategic Planning, Budgets, Forecasting, NextGen, Medicare, Managed Care, Staff Supervision, Healthcare Management, Healthcare Industry, Management

Education
Northeast Missouri State University (Truman State)   1990 — 1995
Bachelor of Science Degree, Accounting

Truman State University   1990 — 1994
Bachelor's degree, Accounting

Webster University
Masters, Finance Degree

Kurt Studnicki, CPA Kurt Studnicki, CPA Greater Chicago Area Details
Kurt Studnicki, CPA's Shepard Schwartz & Harris LLP Experience September 1999 - December 2005
Job Senior Accounting Manager at JLL
Industry Accounting
Experience
JLL  March 2014 - Present
Jones Lang LaSalle  July 2011 - March 2014
Jones Lang LaSalle  August 2010 - July 2011
RREEF  December 2005 - August 2010
Shepard Schwartz & Harris LLP   September 1999 - December 2005

Skills
General Ledger, Financial Reporting, Financial Statements

Education
Illinois State University   1995 — 1999

Sherry Walters Sherry Walters Greater Chicago Area Details
Sherry Walters's Shepard Schwartz & Harris LLP Experience December 2002 - Present
Job Audit Manager at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   December 2002 - Present

Skills
Auditing, CPA, Financial Statements, GAAP, Accounting, Financial Reporting, Internal Controls, Internal Audit, Tax Preparation, Certified Fraud Examiner, QuickBooks, General Ledger, Financial Accounting, Leadership

Education
Ball State University - College of Business   2002 — 2002
Masters, Accounting

Ball State University - College of Business   1998 — 2001
Bachelor of Arts, Accounting, Economics

Keele University   2000 — 2000
N/A, Study Abroad

Boone Grove High School   1994 — 1998

Marie Fiorito Marie Fiorito Greater Chicago Area Details
Marie Fiorito's Shepard Schwartz & Harris LLP Experience January 2014 - Present
Job Director of Administration at Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   January 2014 - Present
Loeb & Loeb LLP  June 2009 - January 2012
Levin Ginsburg  January 2005 - May 2009
McDonald & McCabe  September 2003 - December 2004
Levenfeld Pearlstein  February 2002 - June 2002
Kwiatt & Ruben, Ltd.   1982 - 2002

Skills
Recruiting, Legal Writing, Human Resources, Training, Office Management, Management, Outlook, Employee Benefits, Litigation, Legal Research, Business Strategy

Education
Harper College

Kate Czaja Kate Czaja Greater Chicago Area Details
Kate Czaja's Shepard Schwartz & Harris LLP Experience July 2012 - October 2013
Job Tax Manager at Miller, Cooper & Co., Ltd.
Industry Accounting
Experience
Miller, Cooper & Co., Ltd.   June 2014 - Present
Miller, Cooper & Co., Ltd.   October 2013 - May 2014
Shepard Schwartz & Harris LLP   July 2012 - October 2013
Shepard Schwartz & Harris LLP   May 2010 - July 2012
Shepard Schwartz & Harris LLP   June 2007 - May 2010
Ronnie L. McClure & Associates   January 2007 - April 2007

Skills
CPA, Tax, Tax Preparation, Accounting, Estate Planning, Estate Tax Planning, Estate Administration, Financial Analysis, Forensic Accounting, Financial Statements, General Ledger, QuickBooks, Quicken, Retirement Planning, Roth IRA

Education
Jacksonville State University   2003 — 2007
Bachelor of Science, Accounting, 3.95

Meghan McCorkle Meghan McCorkle Greater Chicago Area Details
Meghan McCorkle's Shepard Schwartz & Harris LLP Experience September 2005 - May 2009
Job Accounting Supervisor at Sidley Austin LLP
Industry Accounting
Experience
Sidley Austin LLP  September 2013 - Present
Rewards Network  July 2009 - September 2013
Shepard Schwartz & Harris LLP   September 2005 - May 2009

Skills
Auditing, Corporate Tax, Financial Accounting, Tax, GAAP, Financial Analysis, Financial Statement..., Cash Flow Forecasting, Cash Flow Statements, Budget Reconciliation, Budget Forecasts, Tax Returns, Forecasting, Microsoft Office

Education
Ball State University - College of Business   2004 — 2005
Master of Science, Accounting

Ball State University - College of Business   2000 — 2004
Bachelor of Arts, Accounting

Cheryl Poletto Cheryl Poletto Greater Chicago Area Details
Cheryl Poletto's Shepard Schwartz & Harris LLP Experience January 2005 - December 2013
Job Senior Accountant II, CPA at U.S. Cellular
Industry Accounting
Experience
U.S. Cellular   January 2014 - Present
Shepard Schwartz & Harris LLP   January 2005 - December 2013

Skills
CPA, Accounting, Tax Preparation, Financial Statements, Auditing, 401K Audits, Business Strategy

Education
Ball State University   2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance, Cum Laude

Dennis Lyskawa Dennis Lyskawa Greater Chicago Area Details
Dennis Lyskawa's Shepard Schwartz & Harris LLP Experience December 2000 - January 2002
Job Compliance & Business Operations Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  April 2013 - Present
Thomson Reuters  September 2007 - April 2013
Quantitative Analytics Inc. (Sold to Thomson Reuters)   October 2005 - September 2007
Interactive Brokers  June 2002 - October 2005
Shepard Schwartz & Harris LLP   December 2000 - January 2002

Education
DePaul University   1998 — 2002
Bachelor's degree, MIS

NYIT   2006 — 2009
Masters, Finance and Financial Management Services

Deanna (Arce) Wrenn Deanna (Arce) Wrenn Greater Chicago Area Details
Deanna (Arce) Wrenn's Shepard Schwartz & Harris LLP Experience January 2007 - July 2013
Job Financial Reporting Manager at Equity Residential
Industry Accounting
Experience
Equity Residential  June 2014 - Present
Equity Residential  July 2013 - June 2014
Shepard Schwartz & Harris LLP   January 2007 - July 2013
Shepard Schwartz & Harris LLP   January 2007 - May 2007
Spectrum Global Fund Administration  August 2006 - December 2006
Grant Thornton  May 2006 - August 2006

Skills
Client Service, Tax, Assurance, Accounting, CPA, Internal Controls, GAAP, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Tax Preparation, General Ledger, Income Tax, QuickBooks, Tax Accounting, Financial Accounting, US GAAP, Corporate Finance, Account Reconciliation

Education
Loyola University Chicago   2003 — 2007
BBA, Accounting, Finance, Spanish

VJA

Jason Elzen Jason Elzen Chicago, Illinois Details
Jason Elzen's Shepard Schwartz & Harris LLP Experience January 2012 - August 2014
Job Senior Accountant at International Equipment Solutions
Industry Accounting
Experience
International Equipment Solutions  August 2014 - Present
Shepard Schwartz & Harris LLP   January 2012 - August 2014
L.A. Duesterbeck & Associates   June 2009 - October 2009
Wick Building Systems  January 2006 - August 2008
Terrace Homes   June 2005 - December 2005
WPS Health Insurance  May 2004 - June 2005

Skills
Microsoft Office, Internal Controls, AutoCAD, Auditing, Accounting, Microsoft Word, Budgets, Financial Analysis, Microsoft Excel, Financial Reporting, Tax Preparation, Account Reconciliation, General Ledger, Accounts Receivable, Tax, Accounts Payable, QuickBooks, Analysis, Outlook, PowerPoint, Financial Statements

Education
University of Wisconsin-Whitewater   2010 — 2011
Masters, Accounting

University of Wisconsin-Stout   2008 — 2009
Bachelor of Science, Managment, Business Concentration

Madison Area Technical College   2003 — 2005
Associates, Architecture

Ivan Jordanov Ivan Jordanov Greater Chicago Area Details
Ivan Jordanov's Shepard Schwartz & Harris LLP Experience December 2013 - May 2015
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  August 2015 - Present
Shepard Schwartz & Harris LLP   December 2013 - May 2015
Shepard Schwartz & Harris LLP   September 2013 - November 2013
Friedman & Huey Associates, LLP   January 2013 - April 2013
AAA  July 2008 - October 2011

Skills
QuickBooks, Tax

Education
University of Illinois at Chicago   2011 — 2013
MSA, Accounting

University of Illinois at Urbana-Champaign   2003 — 2007
B.A., history

St. Patrick High School   1999 — 2003

Nathan Breier, CPA Nathan Breier, CPA Greater Chicago Area Details
Nathan Breier, CPA's Shepard Schwartz & Harris LLP Experience May 2005 - August 2005
Job Strategic Sourcng Analytics Manager at McDonald's Corporation
Industry Real Estate
Experience
McDonald's Corporation  June 2015 - Present
FM Facility Maintenance  January 2014 - Present
FM Facility Maintenance  June 2012 - January 2014
Jones Lang LaSalle  October 2011 - June 2012
InSite Real Estate  December 2009 - November 2011
Kenar Homes   May 2009 - December 2009
Thrivent Financial for Lutherans  January 2008 - May 2009
UBS Financial Services, Inc  May 2007 - August 2007
Caterpillar Inc.  January 2006 - May 2007
Shepard Schwartz & Harris LLP   May 2005 - August 2005

Skills
Accounting, Budgets, Microsoft Excel, Financial Modeling, Finance, Analysis, SQL, Strategic Financial..., Analytics, Variance Analysis, Facilities Management, Cost Savings..., Operating Expenses, Access, Management, Leadership, Financial Analysis, Microsoft Office

Education
Bradley University   2003 — 2007
Bachelor of Science, Finance

Northern Illinois University   2011 — 2011
Accounting

Aurora University   2009 — 2010
Concentration in Accounting, Accounting

Alejandra Alonso Alejandra Alonso Greater Chicago Area Details
Alejandra Alonso's Shepard Schwartz & Harris LLP Experience November 2005 - Present
Job Tax Manager at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   November 2005 - Present
Deloitte  September 2004 - October 2005

Skills
CPA, QuickBooks, Tax, General Ledger, Tax Research, Income Tax, Estate Tax Planning, Tax Preparation, Tax Accounting, Private Companies

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2002 — 2004
M.S.T., Taxation

DePaul University   1998 — 2002
B.S.C., Accounting

Shelly Reitman Shelly Reitman Greater Chicago Area Details
Shelly Reitman's Shepard Schwartz & Harris LLP Experience 1971 - Present
Job Partner at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
American Blues Theater  July 2011 - Present
American Blues Theater  January 2010 - Present
To Protect Our Heritage PAC   January 1998 - Present
Shepard Schwartz & Harris LLP   1971 - Present

Skills
Cpa, CPA, Attorney

Education
The John Marshall Law School   1963 — 1966
JD, Law

Roosevelt University   1957 — 1960
BSBA, Accounting

Colleen Buckley, CPA, CFE Colleen Buckley, CPA, CFE Greater Chicago Area Details
Colleen Buckley, CPA, CFE's Shepard Schwartz & Harris LLP Experience 1979 - Present
Job Partner at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   1979 - Present
Spicer & Oppenheim  January 1985 - December 1985

Skills
CPA, Internal Controls, Income Tax, GAAP, Auditing, Financial Reporting, Financial Analysis, Independence & Ethics, Not for Profit, Certified Public..., Certified Fraud Examiner, Tax, Financial Statements, Forensic Accounting, Corporate Tax, Tax Accounting, Tax Preparation

Education
Northern Illinois University   1975 — 1979
BS, Accountancy

Senn

Foram Patel Foram Patel Greater Minneapolis-St. Paul Area Details
Foram Patel's Shepard Schwartz & Harris LLP Experience June 2013 - December 2013
Job Senior Financial Analyst External Reporting at SUPERVALU
Industry Accounting
Experience
SUPERVALU  January 2014 - Present
Shepard Schwartz & Harris LLP   June 2013 - December 2013
Shepard Schwartz & Harris LLP   October 2006 - May 2013
MeadWestvaco  2005 - October 2006

Skills
CPA, Auditing, Accounting, Financial Statements, Financial Reporting, Tax, Tax Preparation, General Ledger, GAAP, Internal Controls, QuickBooks, Income Tax, Financial Accounting, Tax Accounting, Financial Analysis, Corporate Real Estate, SEC Financial Reporting

Education
Northeastern Illinois University   2004 — 2005
Bachelors in Accounting, Accounting

Michael Albach Michael Albach Greater Chicago Area Details
Michael Albach's Shepard Schwartz & Harris LLP Experience 1986 - 1997
Job Controller at MB Inspection Services LLC
Industry Accounting
Experience
Mortgage Bankers Field Services   2011 - Present
Rockwell Utilities, LLC   2010 - 2011
Kirk Homes  1997 - 2009
Shepard Schwartz & Harris LLP   1986 - 1997

Skills
Internal Controls, CPA, Accounting, Auditing, Tax, Fixed Assets, Financial Reporting, General Ledger, GAAP, Accounts Receivable, Financial Accounting, QuickBooks, Cash Flow, Financial Analysis, Cost Accounting

Education
DePaul University
BS, Accountancy

Kerri Valentino Kerri Valentino Greater Chicago Area Details
Kerri Valentino's Shepard Schwartz & Harris LLP Experience August 1995 - November 1998
Job Virtual Accountant at Self Employed
Industry Accounting
Experience
Self Employed  January 2001 - Present
Corporate Express  November 1998 - November 2001
Shepard Schwartz & Harris LLP   August 1995 - November 1998
Lefgowitz Champi   January 1992 - August 1995
Landa & Altsher   January 1990 - January 1992

Education
Rhode Island College   1986 — 1989
Bachelor, Accounting

Troy Boeckenhauer Troy Boeckenhauer Des Plaines, Illinois Details
Troy Boeckenhauer's Shepard Schwartz & Harris LLP Experience October 1995 - Present
Job Manager at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   October 1995 - Present

Skills
Auditing, Tax planning, Tax preparation, Financial Reporting, Audits of Employee..., Tax, Tax Preparation

Education
Marian College of Fond du Lac   1991 — 1995
BS, Accounting

Gene Sieczkowski CPA Gene Sieczkowski CPA Schaumburg, Illinois Details
Gene Sieczkowski CPA's Shepard Schwartz & Harris LLP Experience September 1968 - Present
Job Retired Partner at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP   September 1968 - Present

Education
DePaul University
Accounting

Mitch Pajakowski Mitch Pajakowski Chicago, Illinois Details
Mitch Pajakowski's Shepard Schwartz & Harris LLP Experience February 2012 - May 2012
Job Staff Accountant at CCIM Institute
Industry Nonprofit Organization Management
Experience
CCIM Institute  September 2014 - Present
CCIM Institute  January 2014 - September 2014
South Bend Country Club  August 2008 - August 2014
Shepard Schwartz & Harris LLP   February 2012 - May 2012

Skills
Accounting

Education
DePaul University   2015 — 2016
Accountancy (MACC)

DePaul University   2011 — 2015
Accountancy (BSB), Strobel Honors Program