Swenson Advisors, LLP
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Swenson Advisors, LLP Employees
Capata & Co. August 2014 - Present
Swenson Advisors, LLP January 2012 - April 2014
Garrett & Heaton, LLP June 2007 - January 2012
Hertz Local Edition 2005 - 2007
Skills
Accounting, Tax, Microsoft Excel, Payroll, IRS Enrolled Agent, IRS problem resolution, Financial Accounting, Corporate Tax, QuickBooks, Partnership Taxation, Small Business, Tax Preparation, Nonprofits, Tax Accounting, Tax Returns, Real Estate, Income Tax, Tax Audit Representation, State Tax Planning, Franchise Tax, Pass-through Entities, Individual Returns, Trust Taxation, Personal Tax Planning, Gift Tax, Contract Negotiation, SEC filings, C-Corp, GAAP
Education
Brigham Young University 2002 — 2005
Psychology
Dexcom May 2010 - Present
Swenson Advisors, LLP January 2006 - May 2010
Education
Point Loma Nazarene University 2001 — 2005
Bachelor of Arts (B.A.), Accounting
Halo Business Intelligence (Halo BI) October 2014 - Present
Swenson Advisors, LLP October 2010 - June 2014
World Trade Center San Diego April 2010 - October 2010
ING March 2008 - February 2009
OJS Company "Universal Bank" June 2007 - March 2008
Inernational Mortgage Bank, member of IMB group December 2005 - June 2007
Skills
Accounting, Credit, Financial Reporting, Financial Analysis, Financial Accounting, Banking, Finance, Management, Auditing, Customer Service, Retail Banking, Microsoft Excel, Data Analysis, GAAP, Microsoft Office, Photoshop, Visual Basic, SAP, Microsoft Access, Weka, Statistical Data..., R programming, SQL, Statistics, Microsoft SQL Server, Analysis, ERD, OLAP, Tableau, Business Intelligence, SAS visual analytics, Access, Databases
Education
San Diego State University-California State University 2013 — 2015
Master of Science in Information Systems, Data mining
University of California, San Diego 2014 — 2014
Certificate, Data Mining
Southern States University 2010 — 2011
MBA, Business and Management
Kyiv National Linguistics University 2001 — 2006
Master's of Art
Swenson Advisors, LLP January 2012 - Present
Swenson Advisors, LLP February 2006 - January 2012
Genoptix, Inc. 2004 - 2006
Synteract, Inc. 1999 - 2004
Animal Environments 1996 - 1998
Skills
Strategic Planning, Budgets, Forecasting, Accounting, Project Management, Cross-functional Team..., Business Strategy, Social Media, Marketing, Market Research, Marketing Strategy, Business Development, Team Building, Strategy, Sales, Business Planning, Management Consulting, Leadership
Education
California State University-San Marcos - College of Business Administration 2004 — 2006
Bachelors of Science, Business Administration
Gendron and Henriksen December 2014 - Present
Grimard & Associates December 2013 - May 2014
Rogers, Anderson, Malody and Scott, LLP August 2011 - October 2013
Swenson Advisors, LLP November 2010 - April 2011
Kuebler & Associates, CPAs December 2000 - October 2010
Demerjian Associates November 1998 - August 2000
Genske, Mulder & Co. July 1998 - October 1998
Corbin & Wertz December 1996 - May 1998
Skills
Accounting, Tax, Tax Returns, Financial Statements, Customer Service, CPA, General Ledger, Auditing, Bookkeeping, S Corporations, Bank Reconciliation, GAAP, Tax Preparation, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Projections, ProSystem fx Tax, ProSystem fx Engagement, QuickBooks, Lacerte, Microsoft Office, Financial Accounting, Personal Tax Planning, Corporate Tax Planning, Tax Compliance, Income Tax, Financial Reporting, US GAAP
Education
California State University-San Bernardino - College of Business and Public Administration 1993 — 1996
M.B.A., Accounting
California State University-Long Beach - College of Business Administration 1983 — 1987
B.S., Finance and MIS
McGladrey August 2011 - Present
Leaf & Cole, LLP August 2010 - August 2011
Swenson Advisors, LLP January 2008 - August 2010
Lavine, Lofgren, Morris & Engelberg, LLP January 2006 - December 2007
Skills
Tax, Individual Taxation, Tax Compliance, Income Tax, Consolidated..., Multi-state Taxation, International Taxation, Budgets, Forecasting, Financial Accounting, International Tax, CPA, Accounting, Multi-State Sales Tax, Tax Research, Tax Returns, Partnership Taxation, GAAP, Tax Accounting, Corporate Tax, Tax Preparation, US GAAP, S Corporations, US Tax
Education
National University 2004 — 2006
Bachelor of Science (B.S.), Accountancy
AMS Tax Service, Inc. October 2007 - Present
Swenson Advisors, LLP January 2007 - October 2007
RSM McGladrey January 2005 - January 2007
Skills
Partnership Taxation, Accounting, Corporate Tax, QuickBooks, Tax Research, Business Entity..., Individual Taxation, International Tax, S Corporations, CPA, Bookkeeping, Sales Tax, High Net Worth..., Income Tax, Tax Advisory, Payroll Taxes, US Tax, Tax Accounting, IRS, ProSystem fx Tax
Education
San Diego State University-California State University 2006 — 2008
Masters, Taxation
Point Loma Nazarene University 2002 — 2005
Bachelors, Accounting, Business Administration
Swenson Advisors, LLP August 2014 - Present
City of San Diego, Office of the City Comptroller September 2013 - July 2014
T.W. Sobal & Associates, Corp February 2014 - April 2014
World Trade Center San Diego December 2013 - March 2014
Solana Energy September 2013 - March 2014
University of San Diego January 2013 - December 2013
China Construction Bank December 2010 - December 2010
Ohio University Nelson Commons April 2009 - March 2010
Road Bureau of Communication Department of Shandong Province July 2008 - October 2008
Skills
PowerPoint, Word, Excel, Microsoft Office, Accounting, Visio, Access, Customer Service, Public Speaking, Problem Solving, Photoshop, Time Management, SQL, Outlook, Research, Social Media, Data Analysis, Budgeting, Inventory Management, Writing, Social Networking, Visual Basic, Promotions, HTML, Strategic Planning, Windows, Team Building, Financial Reporting, C#, Financial Analysis, Fundraising, Teamwork, Analysis, Facebook, Auditing, Team Leadership, Blogging, Event Planning, Event Management, Public Relations, Microsoft Word, Critical Thinking, Higher Education, Microsoft Excel
Education
University of San Diego 2013 — 2014
Master's Degree, Taxation
University of San Diego 2012 — 2013
Master's Degree, Accountancy
Ohio University 2009 — 2012
BA, Accounting, Management Info System
Shandong Economic University 2005 — 2008
Associate Degree, Business Administration
Northern Melbourn Institute of TAFE 2006 — 2007
Sino-Australia Program, Business Management
Swenson Advisors, LLP July 2013 - Present
Swenson Advisors, LLP January 2012 - June 2013
Swenson Advisors, LLP November 2008 - December 2011
Price Waterhouse, LLP 1988 - 1994
Skills
Accounting, Financial Reporting, Auditing, CPA, Financial Accounting, GAAP, Tax, Tax Preparation, SEC filings, US GAAP, Corporate Tax, Sarbanes-Oxley, Financial Analysis, Internal Audit, Internal Controls
Education
University of San Diego
Bachelor of Business Administration (BBA), Accounting
Vanacore, DeBenedictus, DiGovanni & Weddell July 2012 - November 2012
Jackson Hewitt January 2012 - April 2012
Swenson Advisors, LLP September 2007 - October 2011
VITA Program at California State University, Northridge June 2005 - June 2006
Skills
Accounting, Tax, Tax Preparation, Income Tax, Corporate Tax, Financial Accounting, GAAP, Bookkeeping, Tax Accounting, Tax Research
Education
California State University-Northridge 2002 — 2007
Bachelor of Science, Accountancy
Inabata America Corp. May 2009 - May 2013
Swenson Advisors LLP 2005 - May 2009
CBIZ 2003 - 2005
MHM 2003 - 2005
LCMS 2001 - 2003
Education
University of Missouri-Columbia, College of Business 1995 — 2000
Master of Accountancy (MAcc), Accounting
SDCERS March 2013 - Present
Institute of Internal Auditors (IIA) - San Diego Chapter June 2012 - May 2014
Swenson Advisors, LLP December 2012 - March 2013
Gen-Probe Incorporated November 2011 - November 2012
Institute of Internal Auditors (IIA) - San Diego Chapter 2011 - June 2012
DJO February 2004 - September 2011
DJ Orthopedics 2004 - September 2011
Swenson Advisors LLP 2001 - 2004
Skills
Internal Audit, Auditing, SEC filings, Internal Controls, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Enterprise Risk..., Finance, IT Audit, US GAAP, Financial Analysis, Financial Reporting, Accounting, Business Process..., Forensic Accounting, GAAP, M&A experience, New Venture Development, ERP Implementations, US GAAP reporting, Mergers, SEC Filings
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
San Diego State University-California State University
BS - Business Administration, Accounting
PKC Kuebler (fka PKC Accountancy), APC December 2012 - Present
Rotary Club of Murrieta February 1997 - Present
Swenson Advisors LLP January 1998 - November 2012
Swenson Accountancy Corporation January 1996 - December 1997
Price Waterhouse Coopers November 1989 - August 1996
Skills
Corporate Tax, Partnership Taxation, High Net Worth..., Income Tax, Tax, CPA, Joint Ventures, LLC, IRS, Tax Returns, Tax Research, International Tax, Tax Preparation, Accounting, Tax Accounting, GAAP, QuickBooks, SEC filings, Finance, Financial Planning, US GAAP, Tax Advisory, Small Business, S Corporations, Financial Statements, Estate Planning, Sales Tax, Forensic Accounting, Tax Law, Financial Reporting, Strategic Financial..., Financial Accounting
Education
San Jose State University
Bachelor of Arts - 1988
E.G. Sanchez & Associates January 2012 - Present
J.F. Shea Co., Inc. February 2007 - January 2012
Swenson Advisors, LLP January 2001 - February 2007
Skills
GAAP, CPA, SEC filings, General Ledger, Corporate Tax, Financial Reporting, Accounting, QuickBooks, Hyperion Enterprise, Tax, Variance Analysis, Account Reconciliation, Fixed Assets
Education
University of Denver 1998 — 1999
Masters of Taxation
California State Polytechnic University-Pomona 1993 — 1998
Bachelor of Science (BS), Accounting
PKC Kuebler, APC December 2012 - Present
Swenson Advisors, LLP November 2006 - November 2012
Baker & McKenzie July 1999 - October 2006
Directed Electronincs, Inc. January 1992 - July 1999
Coopers & Lybrand/Nelson Parkhill BDO September 1982 - December 1991
Skills
Auditing, Forensic Accounting, Accounting, Nonprofits, Consulting, CPA, Corporate Tax, Financial Reporting, Tax, Tax Accounting, Tax Preparation, Income Tax, SEC filings, International Tax, GAAP, Start-ups, Financial Analysis, Due Diligence, Mergers & Acquisitions
Education
Walsh College of Accountancy and Business Administration 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Saginaw Valley State University 1978 — 1980