Terry Lockridge & Dunn
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Terry Lockridge & Dunn Employees
Employee
Years
Job
Industry
Joyce Fritz Joyce Fritz's Terry Lockridge & Dunn Experience 1987 - 1990
Job Accounting Specialist at Saxton
Industry Furniture
Experience
Saxton May 1990 - Present
Terry Lockridge & Dunn 1987 - 1990
Skills
Accounts Payable &..., New Hire Orientations, New Hire Training, Human Resources, Payroll Processing, Notary Public, Administrative..., IT Operations, Microsoft Office, Software Troubleshooting, Help Desk Support, Computer Hardware..., Computer Network..., Phone System...
Education
Kirkwood Community College
Saxton May 1990 - Present
Terry Lockridge & Dunn 1987 - 1990
Skills
Accounts Payable &..., New Hire Orientations, New Hire Training, Human Resources, Payroll Processing, Notary Public, Administrative..., IT Operations, Microsoft Office, Software Troubleshooting, Help Desk Support, Computer Hardware..., Computer Network..., Phone System...
Education
Kirkwood Community College
Tyler Gerstandt Tyler Gerstandt's Terry Lockridge & Dunn Experience January 2009 - May 2009
Job Audit Manager at LWBJ, LLP
Industry Financial Services
Experience
LWBJ October 2009 - Present
Terry Lockridge & Dunn January 2009 - May 2009
Skills
Financial Accounting, Auditing, CPA, US GAAP, Financial Statements, External Audit, Assurance, General Ledger, Variance Analysis, Account Reconciliation
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Accounting
LWBJ October 2009 - Present
Terry Lockridge & Dunn January 2009 - May 2009
Skills
Financial Accounting, Auditing, CPA, US GAAP, Financial Statements, External Audit, Assurance, General Ledger, Variance Analysis, Account Reconciliation
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Accounting
Dawn DeShaw Dawn DeShaw's Terry Lockridge & Dunn Experience January 2008 - August 2008
Job Lead Cook at North Bend Elementary
Industry Education Management
Experience
Clear Creek Amana@North Bend Elementary August 2008 - Present
Terry Lockridge & Dunn January 2008 - August 2008
Iowa City West High School January 2007 - January 2008
Intermec by Honeywell 1992 - January 2007
Skills
Customer Service, Microsoft Word, Sales, Microsoft Office, Training, Leadership, Microsoft Excel
Education
Hamilton Business College Cedar Rapids IA 1989 — 2002
Legal Clerical, Legal Studies, General
Mount Mercy University 2000 — 2000
Accounting
Clear Creek Amana@North Bend Elementary August 2008 - Present
Terry Lockridge & Dunn January 2008 - August 2008
Iowa City West High School January 2007 - January 2008
Intermec by Honeywell 1992 - January 2007
Skills
Customer Service, Microsoft Word, Sales, Microsoft Office, Training, Leadership, Microsoft Excel
Education
Hamilton Business College Cedar Rapids IA 1989 — 2002
Legal Clerical, Legal Studies, General
Mount Mercy University 2000 — 2000
Accounting
Robert A Johnson Robert A Johnson's Terry Lockridge & Dunn Experience May 2012 - October 2012
Job Inbound Marketing / Product Management
Industry Computer Software
Experience
Occasion October 2014 - August 2015
Chicagoland Chamber of Commerce May 2014 - February 2015
Verum Media Group, LLC September 2011 - January 2014
Terry Lockridge & Dunn May 2012 - October 2012
Verum Magazine April 2011 - September 2012
The Daily Iowan August 2009 - September 2011
Boston Herald June 2011 - August 2011
Skills
Marketing, Copywriting, B2B Marketing Strategy, Multimedia, Blogging, B2C Marketing, Editing, Video Production, Photography, Publications Production, Social Media, Publications, Facebook, Newspapers, Journalism, News Writing, Social Media Marketing, Direct Marketing, WordPress, Editorial, AP Style, InDesign, Event Planning, Advertising, Public Relations, Email Marketing
Education
University of Iowa
Bachelor’s Degree, Journalism and Mass Communication; Entrepreneurial Management
Occasion October 2014 - August 2015
Chicagoland Chamber of Commerce May 2014 - February 2015
Verum Media Group, LLC September 2011 - January 2014
Terry Lockridge & Dunn May 2012 - October 2012
Verum Magazine April 2011 - September 2012
The Daily Iowan August 2009 - September 2011
Boston Herald June 2011 - August 2011
Skills
Marketing, Copywriting, B2B Marketing Strategy, Multimedia, Blogging, B2C Marketing, Editing, Video Production, Photography, Publications Production, Social Media, Publications, Facebook, Newspapers, Journalism, News Writing, Social Media Marketing, Direct Marketing, WordPress, Editorial, AP Style, InDesign, Event Planning, Advertising, Public Relations, Email Marketing
Education
University of Iowa
Bachelor’s Degree, Journalism and Mass Communication; Entrepreneurial Management
Jerad Suess, CPA Jerad Suess, CPA's Terry Lockridge & Dunn Experience September 2010 - November 2013
Job Tax Senior Manager at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP December 2013 - Present
Terry Lockridge & Dunn September 2010 - November 2013
Drees, Riskey & Vallager, Ltd. January 2009 - July 2010
Drees Riskey & Vallager, Ltd. January 2007 - December 2008
Education
The University of North Dakota 2004 — 2008
Bachelor of Accountancy, Accounting
Williston High School 2001 — 2004
Eide Bailly LLP December 2013 - Present
Terry Lockridge & Dunn September 2010 - November 2013
Drees, Riskey & Vallager, Ltd. January 2009 - July 2010
Drees Riskey & Vallager, Ltd. January 2007 - December 2008
Education
The University of North Dakota 2004 — 2008
Bachelor of Accountancy, Accounting
Williston High School 2001 — 2004
Danni Webber Danni Webber's Terry Lockridge & Dunn Experience August 2010 - August 2011
Job Junior Account Executive at BCV
Industry Marketing and Advertising
Experience
BCV July 2013 - Present
BCV July 2012 - July 2013
Webber Metal Products Inc August 2011 - April 2012
Terry Lockridge & Dunn August 2010 - August 2011
Iowa Business Supply May 2010 - August 2010
Boutique Medical Spa May 2009 - September 2009
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, iContact, Twitter, Facebook, YouTube, Pinterest, Instagram, PowerPoint
Education
University of Iowa 2007 — 2011
BBA, Marketing
BCV July 2013 - Present
BCV July 2012 - July 2013
Webber Metal Products Inc August 2011 - April 2012
Terry Lockridge & Dunn August 2010 - August 2011
Iowa Business Supply May 2010 - August 2010
Boutique Medical Spa May 2009 - September 2009
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, iContact, Twitter, Facebook, YouTube, Pinterest, Instagram, PowerPoint
Education
University of Iowa 2007 — 2011
BBA, Marketing
Deb (Talley) Kovacs's Terry Lockridge & Dunn Experience July 2000 - Present
Job Accounts Receivable/Billing Manager at Terry Lockridge & Dunn
Industry Accounting
Experience
Terry Lockridge & Dunn July 2000 - Present
Terry Lockridge & Dunn July 2000 - Present
Heritage Property Management Ltd January 1996 - July 2000
Courter & Son Properties July 1992 - June 1995
Skills
Accounts Receivable, Client Billing, Property Management, Inventory Management, Bookkeeping, Cash Register, Adding Machine, Customer Service, Financial Reporting, General Ledger, Microsoft Office
Education
Kirkwood Community College 2000 — 2000
Bookkeeping and computer concepts certificates
George Washington High School 1977 — 1979
Business/Commerce, General
Terry Lockridge & Dunn July 2000 - Present
Terry Lockridge & Dunn July 2000 - Present
Heritage Property Management Ltd January 1996 - July 2000
Courter & Son Properties July 1992 - June 1995
Skills
Accounts Receivable, Client Billing, Property Management, Inventory Management, Bookkeeping, Cash Register, Adding Machine, Customer Service, Financial Reporting, General Ledger, Microsoft Office
Education
Kirkwood Community College 2000 — 2000
Bookkeeping and computer concepts certificates
George Washington High School 1977 — 1979
Business/Commerce, General
William (Bill) Lipkea William (Bill) Lipkea's Terry Lockridge & Dunn Experience February 2012 - October 2013
Job Partner, Certified Public Accountant at Koch, Platner & Reed, P.C.
Industry Accounting
Experience
Koch, Platner & Reed, P.C. December 2014 - Present
TDT CPAs and Advisors, PC October 2013 - December 2014
Terry Lockridge & Dunn February 2012 - October 2013
Transamerica September 2006 - February 2012
McGladrey January 2005 - September 2006
Redmond & Associates, PC December 1999 - January 2005
Skills
Tax Research, State and Local Taxation, Business Income Tax..., Representation before..., Accounting, Bookkeeping..., Sales & Use Taxes, Tax Planning &..., Multi-State Tax Returns, Project Management, State & Federal..., Individual Tax Returns, Tax Audit Representation
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Accounting, 3.95
Parkersburg Community High School
Koch, Platner & Reed, P.C. December 2014 - Present
TDT CPAs and Advisors, PC October 2013 - December 2014
Terry Lockridge & Dunn February 2012 - October 2013
Transamerica September 2006 - February 2012
McGladrey January 2005 - September 2006
Redmond & Associates, PC December 1999 - January 2005
Skills
Tax Research, State and Local Taxation, Business Income Tax..., Representation before..., Accounting, Bookkeeping..., Sales & Use Taxes, Tax Planning &..., Multi-State Tax Returns, Project Management, State & Federal..., Individual Tax Returns, Tax Audit Representation
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Accounting, 3.95
Parkersburg Community High School
Sarah Ensminger's Terry Lockridge & Dunn Experience January 2014 - Present
Job Staff Accountant at Terry Lockridge & Dunn
Industry Accounting
Experience
Terry Lockridge & Dunn January 2014 - Present
Iowa Memorial Union Event Services August 2012 - December 2013
University of Iowa Recreation Services January 2012 - May 2012
Kane County Cougars Minor League Baseball Team May 2011 - August 2011
The Vine Restaurant & Tavern January 2011 - May 2011
Skills
Well organized, Efficient, Problem solver, Team player, Maintaining A Positive..., Perseverance, Motivated, Sports Marketing, Teamwork, Social Networking, Time Management, Microsoft Excel, Event Management..., Event Planning, Leadership, Event Management, Data Entry, Microsoft Office, Tax Preparation, Tax Returns
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Waubonsie Valley High School 2005 — 2009
Terry Lockridge & Dunn January 2014 - Present
Iowa Memorial Union Event Services August 2012 - December 2013
University of Iowa Recreation Services January 2012 - May 2012
Kane County Cougars Minor League Baseball Team May 2011 - August 2011
The Vine Restaurant & Tavern January 2011 - May 2011
Skills
Well organized, Efficient, Problem solver, Team player, Maintaining A Positive..., Perseverance, Motivated, Sports Marketing, Teamwork, Social Networking, Time Management, Microsoft Excel, Event Management..., Event Planning, Leadership, Event Management, Data Entry, Microsoft Office, Tax Preparation, Tax Returns
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Waubonsie Valley High School 2005 — 2009
Joan Marquardt, CPA Joan Marquardt, CPA's Terry Lockridge & Dunn Experience 2005 - 2011
Job Owner, Marquardt Accounting Services
Industry Accounting
Experience
Marquardt Accounting Services October 2012 - Present
Bergan Paulsen, CPA July 2011 - October 2012
Terry Lockridge & Dunn 2005 - 2011
Clifton Gunderson LLP 2002 - 2004
Nina Kavich, CPA 2000 - 2000
Skills
Internal Controls, PowerPoint, Budgets, Accounts Payable, Customer Service, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Corporate Tax
Education
Midland Lutheran College
Bachelor of Science (BS), Accounting
Kirkwood Community College
Microcomputer Specialist Certificate
Marquardt Accounting Services October 2012 - Present
Bergan Paulsen, CPA July 2011 - October 2012
Terry Lockridge & Dunn 2005 - 2011
Clifton Gunderson LLP 2002 - 2004
Nina Kavich, CPA 2000 - 2000
Skills
Internal Controls, PowerPoint, Budgets, Accounts Payable, Customer Service, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Corporate Tax
Education
Midland Lutheran College
Bachelor of Science (BS), Accounting
Kirkwood Community College
Microcomputer Specialist Certificate
Patrick Tomlin Patrick Tomlin's Terry Lockridge & Dunn Experience January 2014 - July 2014
Job Financial Analyst at Merritt Research Service LLC
Industry Accounting
Experience
Merritt Research Service LLC July 2014 - Present
Terry Lockridge & Dunn January 2014 - July 2014
Foremost Insurance March 2008 - March 2009
State of Georgia July 2002 - March 2006
Skills
Accounting, Government Accounting, Financial Accounting, Tax, Financial Reporting, Auditing, Risk Management, Human Resources, Financial Analysis, Bookkeeping, Microsoft Excel, Income Tax, Tax Preparation, Microsoft Word, Capital Budgeting, Property & Casualty..., Employee Training, Emergency Planning, State Government
Education
Mount Mercy University 2011 — 2014
Bachelor's Degree, Accounting, 4.0
Upper Iowa University 2011 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 4.0
Georgia Institute of Technology 1995 — 2000
Bachelor's degree, Construction Management
Merritt Research Service LLC July 2014 - Present
Terry Lockridge & Dunn January 2014 - July 2014
Foremost Insurance March 2008 - March 2009
State of Georgia July 2002 - March 2006
Skills
Accounting, Government Accounting, Financial Accounting, Tax, Financial Reporting, Auditing, Risk Management, Human Resources, Financial Analysis, Bookkeeping, Microsoft Excel, Income Tax, Tax Preparation, Microsoft Word, Capital Budgeting, Property & Casualty..., Employee Training, Emergency Planning, State Government
Education
Mount Mercy University 2011 — 2014
Bachelor's Degree, Accounting, 4.0
Upper Iowa University 2011 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 4.0
Georgia Institute of Technology 1995 — 2000
Bachelor's degree, Construction Management
Dennis Jordan Dennis Jordan's Terry Lockridge & Dunn Experience September 1994 - June 1998
Job Senior Business Development Manager at Mortenson
Industry Construction
Experience
Mortenson Construction January 2015 - Present
The University of Iowa- John Pappajohn Entrepreneurial Center January 2010 - Present
Cedar Rapids Metro Economic Alliance January 2001 - December 2014
US Bank July 1998 - December 2000
Terry Lockridge & Dunn September 1994 - June 1998
Whirlpool Corporation July 1991 - August 1994
Skills
Public Relations, Public Speaking, Marketing Communications, Economic Development, Research, Fundraising, Non-profits, Strategic Planning, Recruiting, Coaching, Negotiation, Strategy, Leadership Development, Media Relations, Community Outreach, Social Media, Business Planning, Event Planning, Program Management, Small Business, Start-ups, Sales, Team Leadership, Volunteer Management, Leadership, Nonprofits, Social Media Marketing, Community Development, Strategic Communications, Organizational..., Business Development, New Business Development, Grant Writing, Government, Entrepreneurship, Budgets, Marketing, Management, Team Building, Marketing Strategy, Event Management, Project Management, Management Consulting, Project Planning, Advertising, Public Policy, Editing, Account Management, Proposal Writing, Human Resources
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
MBA, Business
University of Northern Iowa 1989 — 1991
BA, Marketing
Kirkwood Community College 1988 — 1989
AA, Business
Ellsworth Community College 1987 — 1988
Business
Mortenson Construction January 2015 - Present
The University of Iowa- John Pappajohn Entrepreneurial Center January 2010 - Present
Cedar Rapids Metro Economic Alliance January 2001 - December 2014
US Bank July 1998 - December 2000
Terry Lockridge & Dunn September 1994 - June 1998
Whirlpool Corporation July 1991 - August 1994
Skills
Public Relations, Public Speaking, Marketing Communications, Economic Development, Research, Fundraising, Non-profits, Strategic Planning, Recruiting, Coaching, Negotiation, Strategy, Leadership Development, Media Relations, Community Outreach, Social Media, Business Planning, Event Planning, Program Management, Small Business, Start-ups, Sales, Team Leadership, Volunteer Management, Leadership, Nonprofits, Social Media Marketing, Community Development, Strategic Communications, Organizational..., Business Development, New Business Development, Grant Writing, Government, Entrepreneurship, Budgets, Marketing, Management, Team Building, Marketing Strategy, Event Management, Project Management, Management Consulting, Project Planning, Advertising, Public Policy, Editing, Account Management, Proposal Writing, Human Resources
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
MBA, Business
University of Northern Iowa 1989 — 1991
BA, Marketing
Kirkwood Community College 1988 — 1989
AA, Business
Ellsworth Community College 1987 — 1988
Business
Brian Isom Brian Isom's Terry Lockridge & Dunn Experience August 1995 - August 1996
Job Principal at TD&T CPAs and Advisors P.C.
Industry Accounting
Experience
TD&T CPAs and Advisors P.C. October 2004 - Present
McGladrey & Pullen February 1998 - October 2004
Beaton Inc. August 1995 - February 1998
Terry Lockridge & Dunn August 1995 - August 1996
Cain Ellsworth & Co., LLP May 1987 - August 1995
Skills
Accounting, Tax, Estate Planning, Corporate Tax, Internal Audit, Financial Reporting, Financial Planners, Financial Accounting, Strategic Planning, Tax Research, Partnership Taxation, US Tax, S Corporations, CPA, Tax Accounting, Business Tax Planning, State Tax, IRS, QuickBooks, Tax Preparation
Education
University of Northern Iowa 1983 — 1987
BA, Accounting
TD&T CPAs and Advisors P.C. October 2004 - Present
McGladrey & Pullen February 1998 - October 2004
Beaton Inc. August 1995 - February 1998
Terry Lockridge & Dunn August 1995 - August 1996
Cain Ellsworth & Co., LLP May 1987 - August 1995
Skills
Accounting, Tax, Estate Planning, Corporate Tax, Internal Audit, Financial Reporting, Financial Planners, Financial Accounting, Strategic Planning, Tax Research, Partnership Taxation, US Tax, S Corporations, CPA, Tax Accounting, Business Tax Planning, State Tax, IRS, QuickBooks, Tax Preparation
Education
University of Northern Iowa 1983 — 1987
BA, Accounting
Eric Hanna, CPA Eric Hanna, CPA's Terry Lockridge & Dunn Experience January 2011 - December 2011
Job Audit Senior at Hogan Hansen PC
Industry Accounting
Experience
Hogan - Hansen PC January 2012 - Present
Terry Lockridge & Dunn January 2011 - December 2011
Skills
CPA, GAAP, Income Tax, Corporate Tax, Financial Reporting, Partnership Taxation, Tax Preparation, Auditing
Education
Coe College 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Hogan - Hansen PC January 2012 - Present
Terry Lockridge & Dunn January 2011 - December 2011
Skills
CPA, GAAP, Income Tax, Corporate Tax, Financial Reporting, Partnership Taxation, Tax Preparation, Auditing
Education
Coe College 2007 — 2011
Bachelor of Arts (B.A.), Accounting
David Salvatore David Salvatore's Terry Lockridge & Dunn Experience January 2013 - April 2013
Job Financial Analyst (FALD)Corporate Financial Planning & Analysis at Navistar Inc
Industry Transportation/Trucking/Railroad
Experience
Navistar Inc July 2015 - Present
Navistar Inc. January 2014 - June 2015
The University of Iowa Billing Office August 2011 - December 2013
Terry Lockridge & Dunn January 2013 - April 2013
DeKalb County Treasurer's Office May 2009 - August 2011
National Bank and Trust Company of Sycamore May 2006 - May 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Accounting, Microsoft Word, Event Planning, Financial Analysis, Sales, Finance, Research
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Finance-Accounting-Entrepreneurship
Sycamore High School 2005 — 2009
High School
Navistar Inc July 2015 - Present
Navistar Inc. January 2014 - June 2015
The University of Iowa Billing Office August 2011 - December 2013
Terry Lockridge & Dunn January 2013 - April 2013
DeKalb County Treasurer's Office May 2009 - August 2011
National Bank and Trust Company of Sycamore May 2006 - May 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Accounting, Microsoft Word, Event Planning, Financial Analysis, Sales, Finance, Research
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Finance-Accounting-Entrepreneurship
Sycamore High School 2005 — 2009
High School
Carla Kmiec Carla Kmiec's Terry Lockridge & Dunn Experience January 2011 - July 2011
Job Tax Associate at PwC
Industry Accounting
Experience
PwC October 2013 - Present
PwC June 2012 - August 2012
Micky's Irish Pub August 2010 - June 2012
Terry Lockridge & Dunn January 2011 - July 2011
Skills
Accounting, Tax, CPA, Corporate Tax, Tax Research, SEC filings, IFRS, US GAAP, Income Tax, Tax Preparation, Tax Returns, Big 4, Tax Accounting, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Tax Advisory
Education
University of Iowa 2012 — 2013
Master's of Accounting, Taxation
The University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Consortium Institute of Management and Business Analysis 2011 — 2011
International Business
PwC October 2013 - Present
PwC June 2012 - August 2012
Micky's Irish Pub August 2010 - June 2012
Terry Lockridge & Dunn January 2011 - July 2011
Skills
Accounting, Tax, CPA, Corporate Tax, Tax Research, SEC filings, IFRS, US GAAP, Income Tax, Tax Preparation, Tax Returns, Big 4, Tax Accounting, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Tax Advisory
Education
University of Iowa 2012 — 2013
Master's of Accounting, Taxation
The University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Consortium Institute of Management and Business Analysis 2011 — 2011
International Business
Matthew Vogl, CPA Matthew Vogl, CPA's Terry Lockridge & Dunn Experience January 2013 - October 2013
Job Staff Accountant at Meriwether, Wilson and Company, PLLC
Industry Accounting
Experience
Meriwether, Wilson and Company, PLLC October 2013 - Present
Terry Lockridge & Dunn January 2013 - October 2013
Terry Lockridge & Dunn January 2012 - December 2012
Logan Contractors Supply June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Budgets, Tax Preparation, Bookkeeping, Payroll, Financial Statements
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.06
Urbandale High School 2005 — 2008
Meriwether, Wilson and Company, PLLC October 2013 - Present
Terry Lockridge & Dunn January 2013 - October 2013
Terry Lockridge & Dunn January 2012 - December 2012
Logan Contractors Supply June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Budgets, Tax Preparation, Bookkeeping, Payroll, Financial Statements
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.06
Urbandale High School 2005 — 2008
Cathy Johnson, CPA, CGMA Cathy Johnson, CPA, CGMA's Terry Lockridge & Dunn Experience June 2010 - Present
Job Chief Administrative Officer and CFO
Industry Executive Office
Experience
Terry Lockridge & Dunn June 2010 - Present
World Trend Financial June 2010 - Present
Cathy A. Johnson, CPA January 1996 - June 2010
Kwik Way Manufacturing January 1993 - October 1995
Ernst & Young June 1979 - December 1992
Skills
Financial Reporting, Accounting, Managerial Finance, Forecasting, Financial Analysis, Mergers, Due Diligence, QuickBooks, Financial Accounting, Mergers & Acquisitions, Finance, Management, Cash Flow
Education
University of Northern Iowa 1975 — 1978
BA, Accounting
Terry Lockridge & Dunn June 2010 - Present
World Trend Financial June 2010 - Present
Cathy A. Johnson, CPA January 1996 - June 2010
Kwik Way Manufacturing January 1993 - October 1995
Ernst & Young June 1979 - December 1992
Skills
Financial Reporting, Accounting, Managerial Finance, Forecasting, Financial Analysis, Mergers, Due Diligence, QuickBooks, Financial Accounting, Mergers & Acquisitions, Finance, Management, Cash Flow
Education
University of Northern Iowa 1975 — 1978
BA, Accounting
Ben Seyfer Ben Seyfer's Terry Lockridge & Dunn Experience January 2012 - Present
Job Accountant at Terry Lockridge & Dunn
Industry Accounting
Experience
Terry Lockridge & Dunn January 2012 - Present
Skills
QuickBooks, Tax Preparation, Financial Statements, Corporate Tax, Financial Accounting, General Ledger, ProSystem fx Tax, Bookkeeping, Account Reconciliation, Income Tax, Tax Research, Accounting, Financial Reporting, Accounts Payable, Tax
Education
University of Iowa 2006 — 2010
Bachelor's degree, Accounting and Entrepreneurial Studies
Terry Lockridge & Dunn January 2012 - Present
Skills
QuickBooks, Tax Preparation, Financial Statements, Corporate Tax, Financial Accounting, General Ledger, ProSystem fx Tax, Bookkeeping, Account Reconciliation, Income Tax, Tax Research, Accounting, Financial Reporting, Accounts Payable, Tax
Education
University of Iowa 2006 — 2010
Bachelor's degree, Accounting and Entrepreneurial Studies
Katherine Ethington Katherine Ethington's Terry Lockridge & Dunn Experience January 2014 - April 2014
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
University of Wisconsin Milwaukee January 2015 - May 2015
Terry Lockridge & Dunn January 2014 - April 2014
Warner Robinson LLC May 2013 - December 2013
Skills
Accounting, Microsoft Excel, Leadership, Microsoft Word, Financial Accounting, Financial Statements, Corporate Tax, Income Tax, Team Building, CPA, QuickBooks, Tax Preparation, R&D Tax Credits, PowerPoint
Education
University of Wisconsin-Milwaukee 2014 — 2015
M.S. Professional Accounting, Assurance Services
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Whitefish Bay High School 2006 — 2010
CliftonLarsonAllen January 2015 - Present
University of Wisconsin Milwaukee January 2015 - May 2015
Terry Lockridge & Dunn January 2014 - April 2014
Warner Robinson LLC May 2013 - December 2013
Skills
Accounting, Microsoft Excel, Leadership, Microsoft Word, Financial Accounting, Financial Statements, Corporate Tax, Income Tax, Team Building, CPA, QuickBooks, Tax Preparation, R&D Tax Credits, PowerPoint
Education
University of Wisconsin-Milwaukee 2014 — 2015
M.S. Professional Accounting, Assurance Services
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Whitefish Bay High School 2006 — 2010
Zach Stafford Zach Stafford's Terry Lockridge & Dunn Experience January 2013 - April 2013
Job Student at Coe College
Industry Accounting
Experience
DeJong Manufacturing May 2011 - August 2013
Terry Lockridge & Dunn January 2013 - April 2013
Skills
Good organizational..., Good time management..., Quick learner, Work well in a team, Good communication...
Education
Coe College 2010 — 2014
Bachelor of Arts (BA), Accounting and Business/Management
DeJong Manufacturing May 2011 - August 2013
Terry Lockridge & Dunn January 2013 - April 2013
Skills
Good organizational..., Good time management..., Quick learner, Work well in a team, Good communication...
Education
Coe College 2010 — 2014
Bachelor of Arts (BA), Accounting and Business/Management
Paula Rogers, CPA Paula Rogers, CPA's Terry Lockridge & Dunn Experience August 1989 - Present
Job President, Partner
Industry Accounting
Experience
Terry Lockridge & Dunn August 1989 - Present
Schreier, Kosbab, Cornell, Kahler & Co. June 1985 - July 1989
Education
College of St. Benedict 1981 — 1985
Bachelor of Arts (BA), Accounting
Terry Lockridge & Dunn August 1989 - Present
Schreier, Kosbab, Cornell, Kahler & Co. June 1985 - July 1989
Education
College of St. Benedict 1981 — 1985
Bachelor of Arts (BA), Accounting
Paige Zieser's Terry Lockridge & Dunn Experience December 2013 - Present
Job Administrative Office Manager/Accounts Payable at Terry Lockridge & Dunn
Industry Accounting
Experience
Terry Lockridge & Dunn December 2013 - Present
Red Lobster October 2006 - Present
Terry Lockridge & Dunn July 2012 - December 2013
Skills
QuickBooks, Accounts Payable, Bookkeeping, Accounting, Financial Statements, Financial Accounting, Microsoft Excel, Financial Reporting, Account Reconciliation, Microsoft Office, PowerPoint, General Ledger, Tax Preparation
Education
Kirkwood Community College 2010 — 2012
Associate of Arts (A.A.), Accounting
Mount Mercy College 2002 — 2007
Elementary Education and Teaching
Terry Lockridge & Dunn December 2013 - Present
Red Lobster October 2006 - Present
Terry Lockridge & Dunn July 2012 - December 2013
Skills
QuickBooks, Accounts Payable, Bookkeeping, Accounting, Financial Statements, Financial Accounting, Microsoft Excel, Financial Reporting, Account Reconciliation, Microsoft Office, PowerPoint, General Ledger, Tax Preparation
Education
Kirkwood Community College 2010 — 2012
Associate of Arts (A.A.), Accounting
Mount Mercy College 2002 — 2007
Elementary Education and Teaching
Jamie Schulte's Terry Lockridge & Dunn Experience November 2008 - September 2010
Job Owner at Brides & Weddings
Industry Retail
Experience
Brides & Weddings June 2009 - Present
Terry Lockridge & Dunn November 2008 - September 2010
CBS April 2008 - November 2008
Skills
Weddings, Marketing Strategy, Social Media Marketing, PowerPoint, Marketing Communications, Microsoft Excel, Microsoft Word, New Business Development, Microsoft Office, Event Planning, Advertising, Social Media, Event Management, Sales, Public Relations
Education
Blanche Macdonald 2007 — 2008
Makeup Artistry, Makeup Artistry
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BA, Marketing
Brides & Weddings June 2009 - Present
Terry Lockridge & Dunn November 2008 - September 2010
CBS April 2008 - November 2008
Skills
Weddings, Marketing Strategy, Social Media Marketing, PowerPoint, Marketing Communications, Microsoft Excel, Microsoft Word, New Business Development, Microsoft Office, Event Planning, Advertising, Social Media, Event Management, Sales, Public Relations
Education
Blanche Macdonald 2007 — 2008
Makeup Artistry, Makeup Artistry
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BA, Marketing
Rhonda Andrews's Terry Lockridge & Dunn Experience April 1994 - Present
Job Vice President/Partner at Terry Lockridge & Dunn
Industry Accounting
Experience
Terry Lockridge & Dunn April 1994 - Present
Skills
Tax Research, IRS problem resolution, Financial Analysis, Email Marketing, Budgets, Business Tax Planning, Public Relations, Customer Service, Multi-state tax returns, Event Management, Accounting, ProSystem fx Tax, QuickBooks, Tax Preparation, Personal Tax Planning, Marketing Strategy, Financial Accounting, New Business Development
Education
Mount Mercy College
Bachelor's degree, Accounting
Terry Lockridge & Dunn April 1994 - Present
Skills
Tax Research, IRS problem resolution, Financial Analysis, Email Marketing, Budgets, Business Tax Planning, Public Relations, Customer Service, Multi-state tax returns, Event Management, Accounting, ProSystem fx Tax, QuickBooks, Tax Preparation, Personal Tax Planning, Marketing Strategy, Financial Accounting, New Business Development
Education
Mount Mercy College
Bachelor's degree, Accounting
Steve Palmersheim's Terry Lockridge & Dunn Experience July 2008 - July 2010
Job Manager Financial Analysis at The University of Iowa Health Care
Industry Hospital & Health Care
Experience
The University of Iowa Health Care December 2014 - Present
The University of Iowa Hospitals and Clinics April 2013 - December 2014
University of Iowa September 2011 - May 2013
United Stationers May 2012 - August 2012
AEGON July 2010 - August 2011
Terry Lockridge & Dunn July 2008 - July 2010
Cabinet Studio, Inc March 2006 - July 2008
Skills
Accounting, Financial Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Microsoft Excel, Financial Modeling, Budgets, Financial Reporting, Corporate Finance, Microsoft Office, Strategic Financial..., Analysis, Finance, Forecasting, Leadership, Software Analysis, PowerPoint, Microsoft Word, Sales, Payroll, Data Analysis, Access, Microsoft SQL Server, Tableau
Education
Dartmouth College 2015 — 2017
Master of Health Care Delivery Science (MHCDS)
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance & Minor in Operations
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
Bachelor’s Degree, Accounting and Finance
Linn Mar
The University of Iowa Health Care December 2014 - Present
The University of Iowa Hospitals and Clinics April 2013 - December 2014
University of Iowa September 2011 - May 2013
United Stationers May 2012 - August 2012
AEGON July 2010 - August 2011
Terry Lockridge & Dunn July 2008 - July 2010
Cabinet Studio, Inc March 2006 - July 2008
Skills
Accounting, Financial Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Microsoft Excel, Financial Modeling, Budgets, Financial Reporting, Corporate Finance, Microsoft Office, Strategic Financial..., Analysis, Finance, Forecasting, Leadership, Software Analysis, PowerPoint, Microsoft Word, Sales, Payroll, Data Analysis, Access, Microsoft SQL Server, Tableau
Education
Dartmouth College 2015 — 2017
Master of Health Care Delivery Science (MHCDS)
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance & Minor in Operations
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
Bachelor’s Degree, Accounting and Finance
Linn Mar
William Hawkinson's Terry Lockridge & Dunn Experience January 2014 - April 2014
Job Tax Staff Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP August 2015 - Present
Community CPA & Associates Inc. May 2014 - July 2015
Terry Lockridge & Dunn January 2014 - April 2014
Fairbanks Morse Engine February 2011 - May 2011
Skills
Accounting, Financial Accounting, Tax Preparation, Income Tax, Tax Returns
Education
University of Iowa 2012 — 2014
Master’s Degree, Accounting
Beloit College 2007 — 2011
B.A., Economics
Central High School 2003 — 2007
Wipfli LLP August 2015 - Present
Community CPA & Associates Inc. May 2014 - July 2015
Terry Lockridge & Dunn January 2014 - April 2014
Fairbanks Morse Engine February 2011 - May 2011
Skills
Accounting, Financial Accounting, Tax Preparation, Income Tax, Tax Returns
Education
University of Iowa 2012 — 2014
Master’s Degree, Accounting
Beloit College 2007 — 2011
B.A., Economics
Central High School 2003 — 2007
Kyla Kivell's Terry Lockridge & Dunn Experience January 2010 - October 2010
Job Intermediate Accountant at Transamerica
Industry Accounting
Experience
Transamerica December 2011 - Present
AEGON USA Investments Management, LLC January 2011 - December 2011
University of Iowa Accounts Payable, Purchasing, and Travel Department August 2007 - December 2010
Terry Lockridge & Dunn January 2010 - October 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting & Finance
Transamerica December 2011 - Present
AEGON USA Investments Management, LLC January 2011 - December 2011
University of Iowa Accounts Payable, Purchasing, and Travel Department August 2007 - December 2010
Terry Lockridge & Dunn January 2010 - October 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting & Finance
Jennifer Kjar, CPA's Terry Lockridge & Dunn Experience September 2010 - February 2013
Job Tax Accountant at Transamerica
Industry Accounting
Experience
Transamerica February 2013 - Present
Terry Lockridge & Dunn September 2010 - February 2013
Transamerica Life Insurance Company (AEGON) August 2008 - September 2010
PricewaterhouseCoopers (PwC) September 1996 - December 2000
Skills
Financial Accounting, Financial Reporting, Tax Preparation, Personal Tax Planning, Corporate Tax, IRS problem resolution, QuickBooks, Tax, Income Tax, Tax Research
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
Bachelor of Business Administration, Accounting
Wartburg College 1992 — 1993
Accounting
Transamerica February 2013 - Present
Terry Lockridge & Dunn September 2010 - February 2013
Transamerica Life Insurance Company (AEGON) August 2008 - September 2010
PricewaterhouseCoopers (PwC) September 1996 - December 2000
Skills
Financial Accounting, Financial Reporting, Tax Preparation, Personal Tax Planning, Corporate Tax, IRS problem resolution, QuickBooks, Tax, Income Tax, Tax Research
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
Bachelor of Business Administration, Accounting
Wartburg College 1992 — 1993
Accounting
Becky Shanahan's Terry Lockridge & Dunn Experience June 2015 - Present
Job Terry Lockridge & Dunn;Paidoncall Firefighter
Industry
Experience
Terry Lockridge & Dunn June 2015 - Present
Marion Fire Department February 2014 - Present
Linn Mar School District June 2010 - June 2013
Education
Truman State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Terry Lockridge & Dunn June 2015 - Present
Marion Fire Department February 2014 - Present
Linn Mar School District June 2010 - June 2013
Education
Truman State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services