Stonefield Josephson
Address: 100 Commercial St Suite 300, Portland, ME 04101 Hours: Closed ⋅ Opens 8:30AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5:30PMHours might differTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 807-5400 Appointments: marcumllp.com: : Place name: Website: : Category: : : : Website: http://www.marcumllp.com/ Category: Accounting firm 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. 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 Marcum LLP Posting publicly on the Web Write a review Reviews Be the first to review From Marcum LLP "Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland. Headquartered in New York City, Marcum...More "Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses." Latest PostsMarcum LLPon Google An Expanded Universe for Small Business Taxpayers4 days agoLearn more View all (function(){google.sc=google.sc||{};google.sc.init=function(b,e,n,f,p,q){if((b=document.getElementById(b))&&(0!=b.offsetWidth||0!=b.offsetHeight)){var h=b.querySelector("div"),k=h.querySelector("div"),c=0,g=h.scrollWidth-h.offsetWidth;if(0
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Stonefield Josephson Employees
San Manuel Band of Mission Indians July 2014 - Present
CVS Caremark Specialty Infusion Services (CORAM Healthcare) February 2013 - July 2014
Fujitsu America, Inc. April 2006 - February 2012
Fujitsu Computer Systems Corporation April 2004 - April 2006
Fujitsu Computer Systems Corporation November 2000 - April 2004
Stonefield Josephson May 1999 - November 2000
Jumpin' Java April 1997 - April 1999
Skills
Managerial Finance, Forecasting, Mergers, Process Improvement, Outsourcing, Mergers & Acquisitions, Leadership, Business Intelligence, Start-ups, Strategic Planning, Management, Analysis, IT Strategy, Finance, Strategy, Executive Management, Business Process, SAP, Banking, ERP, Management Consulting, Business Strategy, Business Analysis, Change Management, Business Planning, Risk Management, Governance, Financial Analysis, Vendor Management, Business Process..., Cross-functional Team..., Business Transformation, Program Management, Sarbanes-Oxley Act, Business Development, Financial Modeling, Restructuring, Financial Reporting, Accounting, Acquisition Integration, Due Diligence, Strategic Financial..., Budgets, Consolidation, Revenue Recognition, Auditing, Cash Management, Cash Flow, Financial Accounting, P&L Management
Education
Tuck School of Business at Dartmouth 2006 — 2006
Chartered Professional Accountant 1996 — 1998
Licensed CPA
Concordia University 1990 — 1994
Bachelor of Commerce (B.Com.), Major in Accounting
Collegio Moorat Raphael
Stuart D. Jaeger, CPA, Inc. January 2003 - Present
Stonefield Josephson 1983 - 1985
Skills
Tax Advisory, Accounting, Retirement Planning, Tax Accounting, CPA, QuickBooks, Business Valuation, Sales Tax, Estate Tax Planning, Tax Returns, IRS, Investments, Corporate Tax, Estate Planning, High Net Worth..., Tax, Business Strategy, Business Analysis, Income Tax, Strategic Planning, Budget Process, Estate Administration, Professional Athletes, Entertainment Industry, Audits, Tax Research, Auditing, Tax Law, Small Business, Strategic Financial..., LLC, Bookkeeping, Partnership Taxation, Business Formation, S Corporations, Financial Reporting, General Ledger, Internal Controls, Tax Preparation, Due Diligence, Accountants, Mergers & Acquisitions, Payroll Taxes, Financial Analysis, Forensic Accounting, Financial Planners, Property Tax, International Tax, Preparation, GAAP
Education
California State University-Northridge 1979 — 1983
Bachelor of Science, Accounting
Vitagene August 2015 - Present
General Assembly March 2015 - June 2015
TapTape November 2014 - March 2015
PwC September 2011 - June 2014
PricewaterhouseCoopers January 2011 - April 2011
Stonefield Josephson January 2010 - April 2010
University of California, Irvine March 2008 - June 2008
Skills
User Interface Design, User Experience Design, Wireframes, User Research, Research, Rapid Prototyping, Agile & Waterfall..., Visual Design, OmniGraffle, Paper Prototyping, User Experience, HTML & CSS, Web Development, Microsoft Excel, Microsoft Office, Tax Returns, PowerPoint, International Tax, ProSystem fx Tax, CCH Intelliconnect, RIA, Financial Accounting, Financial Analysis, Accounting, Usability Testing
Education
General Assembly
User Experience Design Immersive
Golden Gate University 2010 — 2011
Master of Science, Taxation
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Economics; Minors: Accounting, Digital Arts
Commerce Casino January 2015 - Present
Commerce Casino September 2014 - January 2015
Euclid Management Company May 2014 - September 2014
First American Title October 2008 - March 2014
First American Title September 2000 - October 2008
First American Title February 1997 - September 2000
First American Title February 1995 - February 1997
First American Title February 1992 - February 1995
Riverside Unified School District September 1990 - June 1991
Stonefield Josephson January 1988 - June 1988
Skills
Accounting, General Ledger, Closings, Accounts Receivable, Financial Reporting, Title Insurance, Accounts Payable, Sarbanes-Oxley Act, Account Reconciliation, Consolidation, Financial Analysis, Notary Public, Real Estate Transactions, Auditing, Financial Statements, Budgets, Microsoft Excel, Financial Accounting, Post Closing, Title Searches, Banking, Escrow, Management, Finance, Due Diligence, QuickBooks, Variance Analysis, Internal Controls, Accruals, Refinance, Hyperion Enterprise, GAAP, Tax, Insurance, Forecasting
Education
Westmont College 1984 — 1987
BA, Economics
California State University-Fullerton 1988 — 1989
Credential, Teaching
California State University-Fullerton 1994 — 1995
Graduate Courses in Accounting & Management
Mars March 2015 - Present
Mars November 2012 - February 2015
Mars August 2011 - December 2012
Ruiz Foods February 2009 - July 2011
Noel Agew & Morse, LLP (RSM McGladrey Network) October 2008 - February 2009
Stonefield Josephson July 2000 - August 2008
CSUSB 1998 - 2000
Skills
Financial Analysis, Internal Controls, Auditing, Manufacturing, Finance, Financial Statements, Revenue Recognition, Internal Audit, Microsoft Excel, Training, Risk Management, Microsoft Office, Consolidation, Corporate Governance, Cost Accounting, Analysis, Tax, Accounting, QuickBooks, Not for Profit, Corporate Tax, Pricing, Risk Assessment, Investments, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP, Forecasting, Financial Accounting, Fraud, SEC filings, Variance Analysis, Financial Audits, General Ledger, CPA, SAP, Strategic Financial..., Cross-functional Team..., Consumer Products, Sarbanes-Oxley, External Audit, Cash Flow, Assurance, Account Reconciliation, Fixed Assets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
California State University-San Bernardino 1995 — 2000
BS
Badawi & Associates March 2012 - Present
Marcum LLP October 2010 - February 2012
Stonefield Josephson March 2010 - September 2010
Caporicci and Larson, CPAs June 1999 - February 2010
Ernest and Young, LLP 1998 - 1999
Skills
Auditing, Financial Reporting, Risk Assessment, Financial Accounting, Tax Preparation, CPA, Accounting, Internal Controls, Managerial Finance, Assurance, GAAP, Tax, Strategic Planning, Financial Analysis, Financial Statements, Sarbanes-Oxley Act
Education
Alexandria University 1992 — 1996
Bachelor, Accounting
County of Riverside, Department of Public Social Services October 2014 - August 2015
Pacific Coast Home Solutions May 2014 - September 2014
Anabi Oil Corporation October 2010 - April 2014
StemCyte, Inc. August 2008 - October 2010
Rafco-Brickform LLC July 2006 - August 2008
National RV Holdings, Inc. June 2004 - July 2006
Stonefield Josephson December 2001 - May 2004
Ernst & Young October 2000 - November 2001
Skills
Financial Reporting, SEC filings, Financial Analysis, GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Corporate Finance, Mergers, CPA, US GAAP, Restructuring, Corporate Tax, Revenue Recognition, General Ledger, IPO, Forecasting, Auditing, Financial Audits, Accounting, Cash Management, Internal Audit, Finance, Cost Accounting, Mergers & Acquisitions, Hyperion Enterprise, Consolidation, Cash Flow
Education
California State University-San Bernardino - College of Business and Public Administration 1997 — 2000
Bachelor’s Degree, Business Administration, Concentration Accounting
Chaffey College 1994 — 1997
Associate’s Degree, Accounting
Corrpro Companies, Inc. September 1992 - February 2015
Stonefield Josephson May 1989 - May 1992
World Health Organization June 1979 - March 1984
Skills
Project Management, Troubleshooting, Project Planning, Contract Management, Construction, Engineering, Process Scheduler, Operations Management, Onshore, Contract Negotiation, Electricians, Budgets, Team Building, Management, Process Improvement, Petroleum, Procurement, Customer Service, Energy, Change Management, Construction Management, Performance Management, Microsoft Office
Education
California State University-East Bay
CPA Review Classes
University of the East 1980 — 1984
Bachelor of Science in Business Administration (BsBA), Accounting and Finance
Far Eastern University 1979 — 1980
Associate's Degree, Business Administration and Management, General
Toyota Financial Services November 2014 - Present
Toyota Financial Services November 2011 - Present
Lexus September 2009 - November 2011
Lexus January 2008 - September 2009
Toyota Motor Sales September 2004 - December 2007
Toyota September 2001 - August 2004
Stonefield Josephson September 1998 - September 2001
Skills
Vehicles, Strategic Planning, Pricing, Strategy, Marketing Strategy, Profit, Competitive Analysis, Management, Sales, Market Planning, Market Analysis, Customer Retention, Market Research, Business Strategy, Analytics, Marketing, Dealers, Financial Analysis, Customer Insight, Pricing Strategy, Automotive, Business Planning, Cross-functional Team..., Customer Satisfaction, Forecasting
Education
UC Riverside 1994 — 1998
BA, Business Administration
Thomsen LLC April 2012 - Present
SingerLewak LLP January 2012 - April 2012
William W. Thomsen, ASA, CFA, MBA June 2011 - December 2011
Marcum LLP November 2009 - June 2011
Marcus and Thomsen, Inc. May 2006 - November 2009
Grobstein, Horwath & Company LLP April 2005 - May 2006
Stonefield Josephson January 2002 - April 2005
American Valuation Group, Inc. 1991 - 2001
Price Waterhouse August 1985 - May 1988
Skills
Valuation, Litigation Support, Expert Witness, Business Valuation, Economics, Litigation Consulting, Due Diligence, Mergers, Financial Analysis, Financial Reporting, Tax, Analysis, Commercial Litigation, Financial Modeling, Finance, Financial Services, Litigation, Mergers, Asset Management, Auditing, Investments, Mergers & Acquisitions, Private Equity
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Pomona College 1980 — 1984
BA, Economics
Crafty Controller September 2014 - Present
Within A Quarter Inch January 2007 - Present
C&T July 2012 - December 2013
SeamedUP.com March 2010 - October 2012
Cost Plus World Market June 2007 - June 2008
Open Enterprises June 2004 - June 2007
Stonefield Josephson January 2003 - March 2004
Ernst & Young, Montreal Office June 1999 - January 2002
Skills
Quilting, Account Reconciliation, Microsoft Excel, Retail, Microsoft Word, Outlook, Office Management, Customer Service, Microsoft Office, PowerPoint, Strategic Planning, Policy, Workshop Facilitation, Research, Public Speaking, Accounting, Marketing, Shipping, QuickBooks, Project Management, Social Networking, Craft, Facebook, Pinterest for Business, Email Marketing, Online Event Planning, Blogging for Businesses, Social Media Marketing, Budgets, Newsletters, Social Media, Blogging, Online Marketing
Education
Concordia University 2000 — 2002
Post Graduate Diploma in Accountancy, Accounting and Business/Management, Dean's List
Concordia University 1997 — 2000
Bachelor of Commerce (BCom), Accounting and Business/Management, Dean's List, Valedictorian for Class of 2000
Gumbiner Savett January 1995 - Present
Sunny Dreams LLC January 2013 - Present
Savoy and Colin January 1985 - October 1994
Stonefield Josephson 1978 - 1984
Skills
Corporate Tax, Income Tax, Financial Reporting, Tax Preparation, Profx, QuickBooks, Estate Tax Planning, Estate Administration, Apparel, Manufacturing, Distributors, Professional Services, Personal Finance, Qualified Retirement..., Trusts, Strategic Financial..., Accounting, Auditing, Financial Analysis, Financial Statements, Finance, Management Consulting
Education
Loyola Marymount University 1975 — 1977
Bachelor of Science, ACCOUNTING
UCLA 1999 — 2002
Personal financial planning designation, Personal financial planning
Golden Gate University 1984 — 1987
MBT, TAXATION
Pride and Pixel January 2015 - Present
Evolve Media, LLC February 2012 - February 2014
Evolve Media, LLC November 2010 - February 2012
Stonefield Josephson November 2009 - November 2010
Scout Design Alternative January 2005 - November 2010
...and company February 2009 - September 2009
Pasadena City College June 2007 - December 2007
Lotus Interworks February 2007 - May 2007
Skills
User Experience, User Interface Design, Flash, Adobe Creative Suite, Illustrator, Graphic Design, Information Architecture, Wordpress, Photoshop, HTML 5, XHTML, Web Design, Mac, Interaction Design, Dreamweaver, Rhino 3D, AutoCAD, Sketchbook Pro, Digital Marketing, Production Managment, Project Management, Interactive Marketing, Online Advertising, Maya, CSS3, Product Design, WordPress, Integrated Marketing, Art Direction, Logo Design, Interactive Advertising, Web Project Management, Digital Media, Hugs, CSS
Education
San Francisco State University 2007 — 2008
Bachelor of Arts (BA), Industrial Design
Turf Terminators March 2015 - Present
American Apparel November 2011 - May 2014
La Belle Fashions January 2008 - October 2011
Blue Holding 2005 - 2008
Stonefield Josephson 1978 - 2001
Skills
Trend Analysis, Forecasting, Fashion, Inventory Management, Apparel, Retail, Financial Reporting, Accounting, Auditing, Budgets, Cash Flow, Cash Management, Credit, Finance, Management, Manufacturing, Sarbanes-Oxley Act, Wholesale, Strategic Financial..., SEC filings, Financial Analysis, Sales, SEC Financial Reporting, Financial Planning, Marketing Strategy
Education
University of Maryland College Park 1965 — 1969
Bachelor of Science (BS), Accounting and Business/Management, 3.4
University of Maryland College Park 1965 — 1969
Bachelor of Science (BS), Accounting and Finance
RSA Engineered Products July 2013 - Present
Senior Aerospace SSP 2001 - 2013
Punch Press Product, Inc. April 1998 - August 2001
Modern Faucet Manufacturing Co January 1994 - April 1998
CPA Private Practace January 1992 - December 1993
White on White Clothier, Inc. September 1990 - December 1992
Laventhol and Horwath November 1988 - September 1990
Weber Lipshie June 1987 - September 1988
Stonefield Josephson July 1985 - June 1987
Skills
Manufacturing, Cross-functional Team..., Six Sigma, Process Improvement, Aerospace, Lean Manufacturing, Management, Change Management, Logistics, Financial Reporting, Team Leadership, Strategic Planning, Risk Management, ERP, Team Building, Continuous Improvement, Operations Management, Forecasting, Kaizen, Contract Negotiation, Process Engineering, Business Process..., Program Management, Supply Chain Management, MRP, Negotiation, Budgets, Leadership, Value Stream Mapping, Project Planning, Finance, Mergers & Acquisitions, Product Development, Accounting, Start-ups, Managerial Finance, Integration
Education
San Diego State University-California State University 1981 — 1985
Bachelor of Science (BS), Accounting
William Howard Taft High School 1979 — 1981
Highschool Diploma
JCF Capital Advisors, LLC August 2002 - Present
Applied Income Sciences, LLC July 2008 - October 2009
Cisco Systems 2006 - 2008
Stonefield Josephson 2000 - 2002
Deloitte & Touche LLP 1997 - 2000
EY 1995 - 1997
Skills
Venture Capital, Private Equity, Private Placements, Capital, Due Diligence, Investor Relations, Investments, Corporate Development, Corporate Finance, Mergers, Valuation, Asset Managment, Financial Modeling, Funding, Business Valuation, Emerging Markets, Start-ups, IPO, Private Equity Funding, Risk Management, Mezzanine, Growth Capital, Capital Structure, Debt Restructuring, Project Finance, Buyouts, Divestitures, Restructuring, Capital Raising, Capital Markets, Capital Formation, Deal Sourcing, Joint Ventures, Acquisitions, Real Estate Economics, Capital Allocation, M&A experience, Angel Investing, Structured Finance, Equities, Deal Execution, Investment Banking, Recapitalizations, Leveraged Finance, Hedge Funds, Portfolio Management, Financial Structuring, LBO, Alternative Investments, Financial Analysis
Education
University of Delaware 1990 — 1994
Bachelor of Science (B.S.)
Tuncap Accounting April 2008 - Present
Stonefield Josephson March 2003 - July 2007
Education
Santa Monica College
Accounting
StudyMode November 2014 - Present
Core Management Company November 2012 - November 2014
Bank of New York Mellon October 2008 - November 2012
Tennenbaum Capital Partners December 2006 - October 2008
Singer Lewak Greenbaum & Goldstein February 2004 - December 2006
Stonefield Josephson September 2002 - February 2004
Skills
GAAP, SEC filings, Financial Reporting, Journal Entries, Tax, Internal Audit, Accounting, Budgets, Auditing, Analysis, Sarbanes-Oxley Act, SEC Filings, Account Reconciliation, Financial Analysis, Finance, Financial Statements, Portfolio Management, Fund Accounting, IFRS, Investments, Financial Audits, Internal Controls
Education
California State University-Northridge 1999 — 2002
BS, Accounting
Steve Lee & Associates October 2008 - Present
Stonefield Josephson 2008 - 2009
Parks Palmer 1997 - 1998
Skills
Trust and Estate..., ERISA Litigation, Bankruptcy LItigation, Commerical Litigation, Special Investigations, Family Office Matters, Mergers and Acquisitions, Real Estate Litigation, Computer Audit..., Statistical Audit...
Education
CSUN 1964 — 1969
Bachelor of Science (BS), Accounting and Finance
The Buzz Oates Group of Companies December 2014 - Present
Avaunt Ltd July 2014 - December 2014
SBM Site Services, LLC April 2013 - July 2014
Gallina LLP February 2009 - April 2013
Panattoni Development Company August 2005 - January 2009
Armanino McKenna LLP 2001 - 2003
Stonefield Josephson October 1995 - October 2001
Skills
Corporate Tax, Partnership Taxation, Real Estate Transactions, Income Tax, S Corporations, Tax Compliance, Tax Research, Individual Taxation, Real Estate, Tax Preparation, High Net Worth..., Tax Advisory, Construction, LLC, Tax, International Tax, CPA, Tax Returns
Education
Golden Gate University 1996 — 2001
MS, Taxation
California State University-Sacramento 1983 — 1985
B.S., Human Resource Management
Orange Coast College 1981 — 1983
AA, Accounting
Fielding Graduate University July 2013 - Present
Self employed August 2011 - Present
Mexican American Legal Defense and Education Fund September 2012 - May 2013
Disney ABC Television Group January 2008 - August 2011
Stonefield Josephson September 2005 - January 2008
Top Finance Company January 2003 - June 2005
The Territory Ahead September 1999 - June 2002
Education
California State University-Northridge 2002 — 2005
BS, Accountancy
Santa Barbara City College
Slate Professional Resources, Inc August 2011 - February 2012
US Army March 2009 - June 2011
Wood, Smith, Henning & Berman May 2006 - March 2009
Stonefield Josephson February 2003 - May 2006
Latham & Watkins March 2001 - February 2003
Maguire Woods formerly Van Etten Suzumoto and Becket January 2000 - March 2001
Lewis Brisbois Bisgaard & Smith LLP July 1990 - January 2000
Skills
Business Services, Payroll, Accountants, Manufacturing, Accounts Payable, Tax Accounting, Finance, Budgets, Accounting, Financial Reporting, Recruiting, Invoicing, Time Management, Financial Statements, Business Development
Education
University of Phoenix 2005 — 2007
Bachelor of Science, Business Administration
California State University-Northridge 1995 — 2003
Business Administration
Cathedral Chapel
Fairax High School
New Horizons
Family Wealth & Tax Advisory Services May 2005 - Present
Haskell & White LLP January 2011 - June 2012
Family Wealth & Tax Advisory Services 2005 - January 2011
McGladrey 2000 - 2005
KPMG 1998 - 2000
Nigro Karlin Segal & Feldstein, LLP 1995 - 1998
Stonefield Josephson 1985 - 1992
Skills
High Net Worth..., Estate Planning, Tax, Financial Planners, Wealth, Income Tax, Succession Planning, Tax Accounting, Tax Research, CPA, Tax Preparation, Financial Planning, Corporate Tax
Education
Loyola Marymount University
BS, Business Admn/Accounting
University of California, Irvine
PFP, Personal Financial Planning
University of Notre Dame Law School
Advanced Estate & Gift Taxation
Pun & McGeady LLP July 2013 - Present
CBIZ MHM, LLC October 2012 - July 2013
Marcum LLP December 2010 - October 2012
Rimkus Analytics, LLC July 2009 - December 2010
Stonefield Josephson February 2007 - June 2009
FMV Opinions, Inc. 2005 - 2007
White, Zuckerman, Warsavsky, Luna & Hunt 2004 - 2005
Moss Adams LLP 2001 - 2004
Daylight CIS, Inc. 1998 - 2000
Gardiner & Rauen, Inc. 1997 - 1999
Skills
Forensic Accounting, Litigation Support, Business Valuation, SEC filings, Auditing, Fraud, Due Diligence, Accounting, Expert Witness, Tax, GAAP, Certified Fraud Examiner, Internal Controls, US GAAP, Financial Reporting, Corporate Tax, Litigation Consulting, Tax Preparation, Income Tax, Valuation, Financial Analysis, Forensic Analysis, Restructuring, Assurance, Mergers & Acquisitions, Tax Accounting, SEC Filings
Education
American University Washington College of Law 1991 — 1994
JD, Law
The George Washington University - School of Business 1983 — 1985
MA, Accounting
The George Washington University - School of Business 1981 — 1983
MBA, Finance & Investments
University of Pennsylvania 1976 — 1980
BA, Chemistry
Bezich, Urquidez & Salazar Certified Public Accountants, Inc. December 2012 - Present
Arthur Salazar Inc Public Accounting & Business Consulting October 2010 - December 2012
Glenn M. Gelman & Associates June 2009 - September 2010
Stonefield Josephson April 2008 - May 2009
Wright Ford Young & Co. August 2006 - April 2008
Lautze & Lautze August 2002 - June 2006
Brown Adams LLP January 1999 - August 2002
Costco Wholesale June 1992 - January 1999
Skills
Retirement Planning, Business Planning, Tax Advisory, Tax Returns, High Net Worth..., Strategic Financial..., Trusts, Finance, Managerial Finance, Estate Tax Planning, Internal Audit, Estate Planning, Mergers & Acquisitions, Nonprofits, LLC, Financial Advisory, Bookkeeping, Succession Planning, S Corporations, Payroll, Cash Flow, Investments, Marketing, Corporate Finance, Tax Research, Financial Modeling, Partnership Taxation, Business, Wealth Management, Due Diligence, Restructuring, IRS, US GAAP, Financial Statements, Tax Law, Financial Planning
Education
University of Southern California 2007 — 2009
MBT, Business Taxation
University of California, Riverside 1992 — 1996
B.S., Business Administration
KBW November 2014 - Present
SC&H Capital, LLC January 2009 - November 2014
SC&H Capital, LLC January 2009 - October 2011
Stonefield Josephson June 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Business Valuation, Equity Valuation, Purchase Price..., Option Valuation, Valuation, M, Private Equity, DCF, Due Diligence, Corporate Finance, Accounting, Financial Accounting
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance and Real Estate
Center for Human Services April 2014 - Present
Marcum LLP October 1995 - July 2013
Stonefield Josephson October 1995 - October 2010
Skills
Auditing, Accounting, Financial Reporting, Management Consulting, Assurance, GAAP, CPA, Internal Controls, US GAAP, Tax, Financial Accounting, Financial Services, Corporate Tax, Financial Statements, Forensic Accounting, Financial Analysis, Revenue Recognition
Education
University of California, Berkeley
Bachelor of Science, Business Administration
Marcum LLP October 2010 - Present
Stonefield Josephson January 1999 - October 2010
Doran Rapattoni & Prowell January 1991 - December 1998
Real Estate Development Company January 1988 - December 1991
Deloitte & Touche January 1980 - December 1988
Skills
Internal Controls, Sarbanes-Oxley Act, Business Valuation, Tax Preparation, Auditing, Real Estate, Consolidation, Venture Capital, Income Tax, IPO, Finance, Financial Accounting, Forensic Accounting, Management Consulting, Due Diligence, Corporate Tax, Assurance, Accounting, US GAAP, Financial Reporting, Restructuring, Mergers, Business, Private Equity, Financial Statements, SEC filings, Financial Analysis, General Ledger, Corporate Finance, Revenue Recognition, Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BS, Accounting
Katherman Kitts & Co. LLP October 2010 - Present
Stacie Clifford Kitts, CPA January 2008 - October 2010
Allen, Haight & Monaghan LLP 2006 - 2007
Stonefield Josephson 1998 - 2006
Harmon, Wong & Im 1997 - 1998
Sunrise Medical 1993 - 1997
KCI Medical 1989 - 1992
Skills
Tax, SEC filings, Accounting, Tax Preparation, Tax Accounting, Corporate Tax, Income Tax, Fixed Assets, Tax Advisory, Internal Controls, QuickBooks, General Ledger, Client Counseling, Management Consulting, Financial Planners, Strategic Financial..., Partnership Taxation, IRS, Corporate Tax Planning, Financial Analysis, Business Valuation, Assurance, Forensic Accounting, Bookkeeping, Auditing, Due Diligence, Tax Returns, IFRS, Mergers & Acquisitions, US GAAP, Financial Statements, LLC, Tax Research, Sales Tax, CPA, Revenue Recognition, Cash Flow Forecasting, Account Reconciliation, Financial Reporting, Accountants, Tax Law, Consolidation, External Audit, Cash Flow, Financial Audits, Preparation, Sarbanes-Oxley Act, International Tax, Financial Accounting, S Corporations
Education
California State University-San Bernardino - College of Business and Public Administration 1995 — 1996
BA, Finance
Marcum LLP 1995 - Present
Stonefield Josephson September 1995 - August 2010
Skills
Mergers, Auditing, Financial Reporting, Mergers & Acquisitions, Accounting, GAAP, Start-ups, Corporate Tax, Financial Services, Finance, Financial Analysis, Tax, Due Diligence, CPA, Strategic Planning
Education
San Francisco State University
Bachelor of Science, Accounting
Johnston, Gremaux & Rossi, LLP August 2005 - Present
Friar, Harper and Arendt January 2005 - June 2005
Stonefield Josephson September 2003 - November 2004
Deloitte & Touche January 1998 - May 2003
Skills
Tax, Income Tax, Corporate Tax, Accounting, QuickBooks, Tax Research, ProSystem fx Tax, Tax Accounting, Tax Preparation, General Ledger, S Corporations, Tax Advisory, CPA, Partnership Taxation
Education
Malone University 1993 — 1997
BA, Accounting & Business Management
Marlington 1989 — 1993
Grancell, Stander, Reubens, Thomas & Kinsey , A Professional Corporation January 2013 - Present
PAGHRB January 2012 - December 2013
Trovillion, Inveiss & Demakis January 2009 - 2011
Stonefield Josephson March 2008 - April 2010
Skills
Microsoft Word, Litigation, Research, Civil Litigation, Trials, Legal Writing, Litigation Support, Document Review, Legal Research, Legal Assistance, Courts, Microsoft Excel
Education
California State University-Long Beach
Bachelor's degree, Rhetoric and Composition/English
Cerritos College
Associate of Arts and Sciences (A.A.S.), Management Science
Santa Ana College
Associate of Arts (A.A.), Legal Studies, Paralegal
Bio-Rad Laboratories June 2015 - Present
Bio-Rad Laboratories April 2008 - June 2015
Sunflower 2005 - 2009
Stonefield Josephson 2001 - 2005
Deloitte 1998 - 2001
Skills
Financial Reporting, Global Consolidation, Hyperion Enterprise, XBRL, US GAAP, Internal Audit, External Audit, Mergers & Acquisitions, Sarbanes-Oxley Act, Consolidation, GAAP, Cost Accounting, Auditing, Internal Controls, Accounting
Education
CSU Chico 1993 — 1998
Bachelors, Accounting & Management Information Systems
Moultrie Accountancy Group April 2010 - February 2015
Deloitte & Touche February 2010 - April 2010
Stonefield Josephson January 2009 - April 2009
Skills
Accounting, Financial Reporting, Tax Preparation, Quickbooks, Account Management, Business Management, Bookkeeping, QuickBooks
Education
University of California, Riverside 2005 — 2009
B.S., Business Administration/Accounting
CCH, a Wolters Kluwer business October 2010 - Present
The Collateral Resource Group, LLC - Financial Advisory Services Firm July 2009 - October 2010
Phoenix Group Advisory Services, LLC - Financial Advisory Services Firm July 2009 - December 2009
Stonefield Josephson April 2004 - December 2008
Skills
Financial Audits, Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act
Education
University of Southern California 1998 — 2002
BS, Accounting
University of Southern California- Leventhal School of Accounting 1998 — 2002
Bachelor of Science, Accountancy
Barca Company, Inc. November 2010 - Present
ASPN September 2008 - Present
Black Box Distribution LLC November 2010 - June 2015
Stonefield Josephson June 2009 - May 2010
Moss Adams LLP November 2002 - May 2009
Glenn M. Gelman & Associates June 1998 - November 2002
Skills
Contractors, Footwear, Apparel, Professional Services, Accounting, Financial Reporting, Internal Controls, GAAP, Budgets, Tax Preparation, Cash Flow Forecasting, Financial Statements, Financial Audits, Income Tax, Finance, Start-ups, Assurance, Strategic Financial..., CPA, Sales Tax, Small Business, Cash Flow, SEC filings, Preparation, US GAAP, Revenue Recognition, Financial Analysis, Tax Research, General Ledger, Corporate Tax, Financial Accounting, QuickBooks, Tax Accounting, Financial Planning
Education
San Diego State University-California State University 1995 — 1998
B.S., Business Administration - Accounting
Northern Trust Wealth Management June 2015 - Present
Zions Capital Advisors January 2014 - Present
First Foundation Inc. November 2011 - January 2014
KMJ Corbin & Company LLP January 2006 - November 2011
Stonefield Josephson October 2002 - December 2006
Skills
Connecting People, Investments, Private Equity, Mergers, Venture Capital, Investment Banking, Asset Managment, Business Development, Entrepreneurship, Alternative Investments, Finance, Corporate Development, Small Business, Investor Relations, Financial Services, Competitive Analysis, Start-ups, Wealth Management, Real Estate, Hedge Funds, Leadership, Emerging Markets, Banking, Strategic Planning, Equities, Funding, Mergers & Acquisitions, Loans, Asset Management, IPO, Credit, Joint Ventures, Portfolio Management, Securities, Strategy, Executive Management, Investment Strategies, Strategic Financial..., Leveraged Finance, Strategic Partnerships, Private Placements, Investment Management, EB-5 financing, Royalties, Sales Management, Strategic Communications, Corporate Communications, Financial Planning, Fiduciary, Financial Advisory
Education
California State University-Fullerton 1986 — 1993
BA, Communications
Servite High School 1982 — 1986
Interface Financial Group January 2006 - Present
Stonefield Josephson January 2001 - January 2004
BDO Seidman 1999 - 2001
KPMG 1997 - 2000
Skills
Factoring, Cash Flow, Asset Based Lending, Financial Reporting, Accounting, Mergers, Financial Analysis, Funding, Commercial Finance, Small Business, Accounts Receivable, Due Diligence, Banking, Working Capital..., Strategic Planning, Forensic Accounting, SEC filings, Business, Small Business Lending, Budgets
Education
University of North Texas 1966 — 1970
BBA, Accounting
Assay Advisory March 2015 - Present
Profound Advisors, LLC July 2013 - Present
Wood, Smith, Henning & Berman March 2012 - July 2013
Marcum LLP October 2010 - February 2012
Stonefield Josephson March 2010 - September 2010
Stonefield Josephson April 1997 - April 2010
Airflo Industries June 1989 - April 1997
Skills
Strategic Planning, Financial Management, Operations Management, Accounting, Auditing, Business Strategy, Audit, Mergers, Managerial Finance, Management, Mergers & Acquisitions, Start-ups, Venture Capital, CPA, Technology, CRM, Marketing, Leadership, Executive Management, Human Resources, Internal Controls, Analysis, Entrepreneurship, Business Planning, Due Diligence, Internal Audit, Business
Education
University of California, Los Angeles 1987 — 1991
BS, Applied Math
Birmingham High School 1984 — 1987
California Society of CPAs/CalCPA Education Foundation July 2013 - March 2015
California Society of CPAs/CalCPA Education Foundation 2011 - 2013
Chu and Waters, LLP 2010 - 2011
Stonefield Josephson January 2009 - May 2009
Lee Sperling Hisamune January 2006 - December 2007
Montgomery Professional Service Corporation January 2005 - December 2005
Skills
Accounting, Financial Reporting, Internal Controls, GAAP, Financial Accounting, Auditing, Financial Statements, Tax, CPA, QuickBooks, Audit, Finance
Education
University of California, Santa Barbara
Bachelor's degree, Business Economics with emphasis in Accounting
Children's Health Council February 2013 - Present
Unity Care Group August 2009 - February 2013
Unity Care Group January 2010 - December 2010
The Tech Museum of Innovation March 2003 - June 2009
Montalvo Arts Center July 1999 - March 2003
Exponent February 1995 - July 1999
Kaiser Compositek June 1990 - February 1995
Northrop Grumman Aerospace Systems August 1982 - June 1990
Stonefield Josephson June 1980 - August 1982
Skills
Accounting, Non-profits, Financial Management, Financial Accounting, Strategic Planning, Budgeting, Business Strategy, Change Management, Business Planning, Budgets, Nonprofits, Leadership, Managerial Finance, Financial Analysis, Management, Project Management, Program Development, Finance, Analysis, Mentoring, Fundraising, Cross-functional Team..., Marketing, Business Development, Start-ups, Policy, Operations Management, Auditing
Education
California State University, Los Angeles 1982 — 1984
MBA, Finance
California State University, Northridge 1978 — 1980
BS, Accounting
Resources Global Professionals & Independent Consultant May 2009 - Present
Rothstein Kass 2007 - 2009
Stonefield Josephson 2006 - 2007
GMAC Mortgage Company 2005 - 2006
Fremont Investment & Loan 2003 - 2004
Pacific Life Insurance Company 2000 - 2003
RSM McGladrey / McGladrey & Pullen 1993 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, @Risk, Banking, Internal Controls, Auditing, Accounting, Sarbanes-Oxley, US GAAP, Financial Risk, Enterprise Risk..., Process Improvement, Risk Assessment, COSO, SOX 404, SEC filings, CPA, Financial Audits, SEC Filings
Education
Bucknell University 1989 — 1993
BSBA
Sutter Hill Ventures February 2013 - Present
Helms & Associates January 2009 - January 2013
Ernst & Young January 2008 - January 2009
Camp Tawonga 2003 - 2009
S&S December 2004 - January 2008
Eichstaedt & Devereaux, LLP May 2002 - December 2004
Stonefield Josephson 1998 - 2002
Levi, Jones & Bertozzi December 1996 - May 1998
Provident Financial Management June 1992 - December 1996
NSBN January 1990 - June 1992
Education
Golden Gate University 1998 — 2001
Master's of Science in Taxation, Taxation
San Diego State University-California State University 1984 — 1989
Bachelor's of Science in Accounting, Accounting/Business Administration
Center for Audit Quality April 2015 - Present
PCAOB September 2009 - April 2015
KPMG Advisory April 2008 - September 2009
Stonefield Josephson February 2007 - April 2008
SEC (Securities & Exchange commission) November 2003 - January 2007
CSC 2001 - 2003
Ernst & Young and Arthur Andersen, LLP January 1999 - April 2002
Skills
US GAAP, Financial Reporting, Auditing, SEC filings, Accounting, IFRS, Internal Audit, Mergers, Due Diligence, Revenue Recognition, Financial Statements, GAAP, SEC, Financial Accounting, Internal Controls, Retail, Sarbanes-Oxley Act, Manufacturing, Information Technology, Transportation, IPO, Mergers & Acquisitions, SEC Filings, CPA
Education
American University - Kogod School of Business 1997 — 1999
MS
Jenny Journey December 2014 - Present
Alfia Household October 2010 - Present
PMB Helin Donovan, LLP July 2003 - December 2010
Stonefield Josephson 2001 - 2003
Maxwell Locke & Ritter 1998 - 2001
ML&R Wealth Management 1998 - 2001
Skills
GAAP, Auditing, SEC filings, Accounting, Financial Reporting, Internal Controls, Financial Accounting, QuickBooks, US GAAP, Tax, CPA, Financial Statements, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis
Education
Texas State University-San Marcos 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Restoration Hardware February 2013 - Present
Art.com September 2007 - February 2013
Stonefield Josephson September 2005 - September 2007
Caporicci & Larson 2004 - 2005
Skills
Revenue Recognition, Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC filings, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley, Auditing, General Ledger, Fixed Assets, Financial Analysis, Internal Audit, Account Reconciliation, Financial Accounting, QuickBooks, Accruals, Finance, Great Plains Software, Oracle E-Business Suite, Process Improvement
Education
University of California, Los Angeles 2001 — 2003
BA, Business Economics, Accounting
CCSF
MRV Communications June 2014 - Present
Unico American Corporation June 2010 - June 2014
Stonefield Josephson January 2007 - June 2010
Unico American Corporation September 1999 - December 2006
Skills
GAAP, Auditing, Financial Reporting, Accounting, Tax Preparation, Internal Controls, QuickBooks, Sarbanes-Oxley Act, SEC filings, Financial Statements, General Ledger, Financial Accounting, Revenue Recognition, US GAAP, CPA, Account Reconciliation, Payroll, SEC Financial Reporting, Assurance, Sarbanes-Oxley, Consolidation, Financial Audits, Cash Flow, External Audit, Journal Entries, Internal Audit, SEC Filings, Tax Accounting, Tax
Education
California State University-Northridge 2004 — 2006
Bachelor of Science (B.S.), Accounting
AGBU
Bank of the West January 2015 - Present
Bank of the West September 2011 - January 2015
Armanino McKenna LLP January 2008 - September 2011
Irwin Home Equity 2004 - 2007
Armanino McKenna May 2004 - September 2005
Stonefield Josephson 2001 - 2003
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Managerial Finance, Cost Accounting, Risk Management, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Banking, GAAP, SEC filings, Finance, Sarbanes-Oxley, Cash Management, SEC Filings
Education
California State University-Hayward - School of Business and Economics 1993 — 1998
Bachelor's Degree, Accounting and Business/Management
Concord High School 1989 — 1993
HS Diploma, General
iGolping, Inc. 2008 - Present
CBS Paramount Television 2007 - 2008
New Horizons Pictures 2004 - 2007
Intermix Media 2003 - 2004
Gray Matter Studios, Formerly Xatrix Entertainment 1995 - 2002
Morgan Creek Productions 1992 - 1994
Price Waterhouse 1990 - 1992
Stonefield Josephson 1989 - 1990
Vestron Pictures 1984 - 1989
Education
Loyola Marymount University 2000 — 2002
MBA, Finance
Pacific Union College 1979 — 1984
BBA, Accounting
Mattel October 2013 - Present
David Blattel Photography September 2012 - Present
Digital Kitchen 2013 - 2013
Endless Youth and Life July 2010 - August 2012
Full Orange Films 2011 - May 2012
Studio Designs May 2008 - September 2011
VIV Magazine 2010 - 2011
Stonefield Josephson February 2009 - January 2010
AVENUE SIX STUDIOS 2008 - 2009
Skills
Photoshop, InDesign, Illustrator, Dreamweaver, Image Manipulation, Brochures, Photography, Web Design, Digital Photography, Fine Art, Art, Advertising, Editing, Flyers, Flash Animation, Catalogs, Creative Direction, Painting, Drawing, Visual Arts, Layout, Art Direction, Graphic Design, Packaging, Mac, Illustration, Digital Illustration
Education
The University of New Mexico
Bachelor of Fine Art, printmaking, painting
University of California, Santa Barbara
Master of Fine Art, photography, printmaking
Project 7 Inc. January 2012 - July 2013
Westlife Distribution April 2011 - December 2011
Trina Turk November 2010 - March 2011
RVCA December 2009 - November 2010
Stonefield Josephson January 2006 - August 2009
Paul Frank Industries July 2003 - January 2006
Skills
Auditing, Forecasting, Accounting, QuickBooks, Microsoft Excel, Financial Reporting, Financial Analysis, Nonprofits, Retail, Budgets, Tax, Financial Accounting, Microsoft Office, Financial Audits, Internal Controls, Variance Analysis, Cash Flow, Apparel, Marketing, Merchandising, Marketing Strategy, Management, Social Media, Due Diligence, Customer Service, Strategic Financial...
Education
University of California, Irvine 1999 — 2004
Shiffman Accountancy Corp January 2000 - Present
Shiffman Accountancy Corp 2000 - 2011
Stonefield Josephson 1995 - 2000
Skills
Tax, Income Tax, Tax Dispute Resolution, Accounting, Trusts, Tax Returns, Tax Preparation, Corporate Tax, Sales Tax, Partnership Taxation, S Corporations, Tax Research, Tax Accounting, Accountants, IRS
Education
Golden Gate University 1978 — 1981
MBA, Tax
California State University-Northridge 1963 — 1967
Bachelor of Science (BS), Business Administration and Management, General
west kildonan collegiate 1961 — 1963
Master's degree, Taxation
The Original Cult 2008 - Present
Various 1990 - 2010
Various 1990 - 2010
Kenpo Fashions 2004 - 2006
Cumran 2000 - 2003
Tyler Trafficante 1996 - 2002
Call Center Connections 1996 - 1996
Bugle Boy, Inc 1994 - 1996
Ocean pacific 1987 - 1990
Stonefield Josephson 1979 - 1986
Skills
Financial Analysis, Private Equity, Financial Modeling, Strategic Financial..., Due Diligence, Cash Management, Profit Maximization, M&A experience, Finance, Auditing, Financial Reporting, Mergers & Acquisitions, Accounting, Mergers, Outlook, Forecasting, Real Estate, Microsoft Office
Education
Columbia University in the City of New York 1980 — 1982
American Airlines November 1991 - Present
Stonefield Josephson July 2006 - January 2010
Education
San Francisco State University 1998 — 2001
Rothstein Kass January 2008 - May 2011
Stonefield Josephson 2006 - 2008
Good Swartz Brown & Berns LLP 2004 - 2006
Skills
GAAP, Auditing, Tax, US GAAP, SEC filings, Accounting
Education
California State University-Northridge 2002 — 2004
BS, Accounting
Strategic Property Associates November 2014 - Present
ReadyCap Commercial, LLC April 2013 - July 2014
Beachbody July 2011 - December 2013
Ceridian Tax Services February 2012 - March 2013
Crank Brothers August 2009 - November 2011
Salus Homecare March 2009 - July 2009
Haskell & White July 2008 - February 2009
McGladrey & Pullen, LLP September 2007 - June 2008
Stonefield Josephson January 2006 - April 2006
Accountemps June 2005 - October 2005
Skills
Accounts Receivable, SEC filings, Accounts Payable, Tax, Microsoft Excel, Real Estate, Account Reconciliation, Auditing, Accounting, Payroll, QuickBooks, Analysis, Tax Returns, Financial Statements, Financial Analysis, GAAP, Fixed Assets, Journal Entries, Invoicing, Financial Accounting, Financial Reporting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
Bachelor of Science, Accounting
Saddleback College August 2012 - January 2014
Allen, Haight & Monaghan LLP June 2007 - April 2012
Grant Thornton LLP July 2004 - May 2007
Stonefield Josephson 2004 - 2004
Grant Thornton 2003 - 2003
Junio & Taylor, APC 2003 - 2003
Skills
Accounting, Financial Analysis, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, Financial Accounting, College Teaching, Due Diligence, Mergers, Tax, US GAAP
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
BS, Business: Accountancy
California Polytechnic State University-San Luis Obispo 1999 — 2001
Landscape Architecture
Till Capital April 2014 - Present
Brian P. Lupien, CPA September 2000 - Present
Stonefield Josephson September 1997 - September 2000
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, Corporate Tax, Income Tax, Auditing, Financial Accounting, Internal Controls, QuickBooks
Education
University of California, Davis 1990 — 1995
BS, Economics
Gelfand, Rennert & Feldman, LLP February 2015 - Present
Kristina J Heckart, CPA January 2010 - Present
Squar Milner August 2014 - January 2015
Tanner Mainstain Blatt Glynn & Johnson January 2012 - August 2014
Nigro Karlin Segal & Feldstein, LLP November 2009 - December 2011
Stonefield Josephson September 2006 - January 2010
Squar Milner 2004 - 2006
H&R Block January 1999 - August 2004
Robert A Cowen CPA 1999 - 2002
Skills
Tax, Tax Preparation, Income Tax, Accounting, Corporate Tax, CPA, Tax Research, Tax Advisory, GAAP, Team Management, Financial Accounting, Tax Accounting, S Corporations, Financial Statements, General Ledger, Partnership Taxation, Entertainment Management, office management, Wealth Management, Estate Tax Planning, Financial Analysis, Sales Tax, Tax Returns, Cash Flow, ProSystem fx Tax, QuickBooks, US GAAP, Forensic Accounting, Revenue Recognition, Financial Reporting, Project Management
Education
California State University-Northridge 2009 — 2011
Masters, Taxation
National University 2003 — 2005
BS, Accounting
University of Southern California 2009 - Present
Stonefield Josephson September 2008 - May 2009
Education
University of Southern California 2007 — 2008
Macc, Audit
Purdue University
Pyxis Financial May 2013 - Present
BDO USA, LLP May 2012 - May 2013
WTAS May 2011 - March 2012
PricewaterhouseCoopers April 2001 - May 2011
myCFO, Inc. 2000 - 2001
PwC 1999 - 2000
Stonefield Josephson 1997 - 1999
Skills
Corporate Tax, Tax, Tax Research, SEC filings, Tax Accounting, Income Tax, CPA
Education
Golden Gate University 2001 — 2003
MST, Tax
St. Mary's College of California 1993 — 1994
Bachelor's degree, Accounting
AIDS Healthcare Foundation May 2012 - January 2013
AIDS Healthcare Foundation September 2008 - September 2012
Keller Williams 2005 - 2009
AIDS Healthcare Foundation November 2001 - June 2005
Stonefield Josephson February 1999 - June 2001
Skills
Management, Project Management, Public Speaking, Data Analysis, Nonprofits, Healthcare Information..., Consulting, Research, Process Improvement, Marketing
Education
University of Southern California 1986 — 1992
Johnston, Gremaux & Rossi, LLP November 2010 - Present
Stonefield Josephson July 1999 - October 2010
Education
Saint Mary's College of California
IT consultant Self Employed January 2012 - Present
Marcum LLP October 2010 - December 2011
Stonefield Josephson May 2005 - September 2010
Prudential Financial June 1987 - January 2004
Skills
Vendor Management, Disaster Recovery, Strategic Planning, Project Management, Management, SDLC, Auditing, Virtualization, Mergers, Information Technology, Process Improvement, Business Intelligence, Internal Controls, Data Center, Cloud Computing, Budgets
Education
University of Phoenix 1999 — 2002
MBA, Technology Management
University of California, Los Angeles 1982 — 1986
BS, Chemical Engineering
Simplex Data Technologies April 2005 - Present
Logitech April 2013 - July 2015
Plastic Logic September 2009 - October 2010
Oracle ERP consulting 2004 - 2008
Business Wire 2001 - 2004
Oracle 1999 - 2001
Stonefield Josephson August 1994 - September 1997
Skills
Oracle Applications, Finance, Internal Audit, MIS, Oracle E-Business Suite, Business Intelligence, ERP, Tax, Business Analysis, Sarbanes-Oxley Act, Integration, Financial Reporting, Oracle, Business Process
Education
University of Mississippi 1988 — 1990
MS in Accounting, Accounting
PwC June 2015 - Present
La Quinta Holdings Inc. November 2009 - June 2015
Whitley Penn August 2008 - November 2009
Beach, Fleischman & Co., PC 2004 - 2008
Stonefield Josephson 2002 - 2004
Skills
General Ledger, GAAP, Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Account Reconciliation, Financial Statements, CPA, Bank Reconciliation, Sarbanes-Oxley, Accounting, SOX, Auditing, US GAAP, Financial Accounting, Strategic Financial..., Variance Analysis, PeopleSoft Financial, IPO, SEC Filings, Sarbanes-Oxley Act
Education
California State University-Northridge 1998 — 2002
B.S., Accounting
Haines & Krieger Realty March 2012 - May 2012
ALEKS Corporation 2009 - 2010
Vavrinek, Trine, Day & Co., LLP September 2006 - June 2009
Stonefield Josephson February 2003 - September 2006
Skills
GAAP, SEC reporting, Financial Reporting, Audit, Auditing, Internal Controls, Accounting, Quickbooks, Tax, Banking, Excel, Word, Fixed Assets, Revenue Recognition, Accounts Payable, Accounts Receivable, Preparation, Outlook, Balance, Forecasting, Microsoft Office, FASB, Analysis, General Ledger, Budgeting, Risk, P&L, Financial Accounting, US GAAP, Payroll, Journal Entries, Income Tax, Billing, Accruals, Account Reconciliation, Variance Analysis, Reconciliation, Cash Flow, 10Q, Reconciliations, Monthly Close, Depreciation, Cash, Bookkeeping, Sales Tax, Use Tax, Budget Preparation, Expenses, Payroll Processing
Education
California State University-San Bernardino 1999 — 2001
Bachelor's of Science, Business Administration
Say cheese Photo Box November 2010 - Present
Stonefield Josephson April 2007 - November 2010
Skills
installing and..., Monitoring and..., Troubleshooting system..., Diagnose and solve..., Providing support,..., Following diagrams and..., Supporting the roll-out..., Setting up new users'..., Responding within..., Prioritising and..., Rapidly establishing a..., Testing and evaluating...
Education
Ohlone College 2012 — 2014
Associate of Science (A.S.), Computer Science
San Francisco State University 2001 — 2002
Client Server Technology (Certificate program), Relational Databasees
BLACK BAMBU, LTD September 2009 - Present
Black Bambu, LTD September 2009 - Present
Black Bambu, LTD. January 2000 - Present
Black Bambu - Flying Tiger, Ltd (SPQR) January 1987 - February 2015
Stonefield Josephson 1997 - 2000
Skills
Advertising, Apparel, Negotiation, SalesPro, Sales&Marketing, Venture Capital, Mergers, Licensing, Sales Growth, Designing, Design-Build, Collateral, Collaboration, Entrepreneurship, Creative..., Product Marketing, Management, Event Planning, Mergers & Acquisitions, Marketing, Public Relations, Finance, Action Sports, Marketing Strategy, Strategic Partnerships, Merchandising, Footwear, Start-ups, Real Estate, Brand Development, Product Development, Business Development, Online Marketing, Retail, E-commerce, Strategy, Brand Management, Business Planning
Education
California State University-Northridge 1974 — 1976
B.A., BUSINESS, SOCIOLOGY
School name:
Pacific Alliance Medical Center September 2010 - Present
Stonefield Josephson June 2006 - September 2010
Skills
Financial Reporting, Financial Accounting
Education
California State University-Fullerton
Stonefield Josephson partnerMarcumStonefieldOctober 2010 - Present
Education
University of California, Los Angeles
CEA, LLP June 2007 - Present
Stonefield Josephson December 2005 - June 2007
Navigant August 2005 - October 2005
SS&G Financial Services June 1992 - July 2005
PwC August 1986 - June 1992
Skills
Mergers, Accounting, Financial Planning, Business Planning, Strategic Planning, Tax Accounting, Financial Reporting
Education
Baldwin-Wallace College
Bachelor of Arts (BA), Buinsess Mjr., Psychology Mnr.
Rothstein Kass February 2012 - June 2014
Aflac November 2011 - January 2012
Bank of America February 2011 - April 2011
Stonefield Josephson January 1980 - April 2010
Skills
Outlook
Education
Pasadena City College
AA, General
Lexmark International, Inc. August 2014 - Present
PAREXEL November 2011 - August 2014
PAREXEL November 2009 - November 2011
Stonefield Josephson August 2009 - November 2010
Skills
Financial Analysis, Risk Management, Financial Forecasting, Foreign Exchange, Sales Operations, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, US GAAP, Accounting, 10Q, Financial Accounting, Financial Statements, Revenue Recognition, Business Process..., Professional Services, Budgets, Mergers & Acquisitions, Contract Negotiation, Budgeting
Education
California State University-Fullerton 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Giant Group Ltd. September 2010 - Present
Stonefield Josephson December 2003 - May 2010
Weinberg and Associates August 2002 - December 2003
Digital Imaging of Southern California 1989 - 1999
The Disney Channel 1984 - 1987
GRANT THORNTON 1978 - 1981
Skills
Auditing, CPA, Tax, Financial Reporting, GAAP, Finance, Mergers & Acquisitions, US GAAP, Accounting, Internal Controls
Education
Northern Illinois University 1974 — 1978
BS, Accounting
Molina Healthcare July 2011 - Present
Windes & McClaughry Accountancy Corporation January 2008 - July 2011
Stonefield Josephson January 2007 - April 2007
Education
California State University-Fullerton - College of Business and Economics 2005 — 2007
Westway Feed Products September 2010 - Present
Findit Apartment Locators February 2010 - September 2010
Tuncap Accounting 2008 - 2009
Stonefield Josephson March 2002 - July 2007
Duitch Franklin & Co. LLP 1999 - 2001
Green, Goren & Marcus December 1986 - October 1998
Education
Santa Monica College
St. Mary's
Coldwell Banker George Realty May 2011 - Present
Stonefield Josephson 2006 - 2008
Education
California State University-Fullerton 2003 — 2006
Master of Science (MS), Accounting
Mohler, Nixon & Williams LLC December 2009 - Present
Mauldin & Jenkins July 2002 - September 2009
Stonefield Josephson February 1998 - June 2002
Vavrinek, Trine, Day & Co. 1996 - 1998
Skills
Payroll, Payroll Taxes, Payroll Administration, Payroll Services, Payroll Analysis
Education
Adams State University 1993 — 1995
Master's degree, Accounting and Finance