True Partners Consulting
Industry: Company
DescriptionFounded: 2005 Subsidiary: Affinity Tax Group LLC
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True Partners Consulting Employees
True Partners Consulting January 2015 - Present
IRS - VITA January 2012 - December 2014
Bookstein Tax Clinic January 2014 - May 2014
Skills
Accounting, Tax, Unclaimed Property, Consulting, Annual Compliance, Microsoft Office, Auditing, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Public Speaking, Tax Preparation, Recruiting
Education
California State University-Northridge 2012 — 2014
Bachelor of Science (B.S.), Accountancy
Joliet Junior College 2004 — 2007
Associate of Arts and Sciences (AAS)
EICA Management LLC October 2014 - Present
GAMA Foods Enterprise LLC May 2013 - Present
AZPAL LEGAL April 2012 - April 2013
True Partners Consulting May 2009 - August 2009
Raffalli de Lemos Halvorssen Ortega y Ortiz February 2008 - August 2008
Skills
Legal Advice, Corporate Law, International Tax, Legal Research, International Relations, Tax, International Law, Legal Writing, Contract Negotiation, Document Drafting, Comparative Law, Latin America, Due Diligence, International Business, Spanish, Civil Law
Education
New York University 2010 — 2011
Master, Latin American Studies
University of Illinois College of Law 2008 — 2010
Juris Doctor, Law
Georgetown University Law Center 2006 — 2007
Master of Laws, Taxation
Universidad Católica Andrés Bello 2001 — 2006
Abogado (Bachelor of Laws), Law
Deloitte January 2012 - Present
KPMG June 2011 - December 2011
True Partners Consulting August 2009 - May 2011
Bank of China January 2008 - February 2008
Ernst & Young July 2007 - August 2007
Skills
Tax, Private Equity, Tax Research, Partnership Taxation, GoSystems, CPA, REIT, Real Estate, Income Tax, Big 4, Accounting, Tax Accounting, Corporate Tax, Auditing, US GAAP, Management Consulting, GAAP, Assurance, Financial Reporting
Education
University of Notre Dame 2008 — 2009
Master, Accountancy
Nankai University 2004 — 2008
Bachelor, Accountancy
Pingdong Junior High School 1998 — 2001
Ooyala January 2012 - Present
Netflix June 2011 - October 2011
True Partners Consulting June 2009 - June 2011
Washington Mutual Bank February 2001 - February 2007
Skills
Talent Acquisition, Sourcing, Technical Recruiting, Applicant Tracking..., Internet Recruiting, Recruiting, College Recruiting, Interviews, Management, E-commerce, Screening Resumes, Screening, Human Resources, Executive Search, Staffing Services, Recruitment Advertising, Time Management, Employee Relations, Permanent Placement, Talent Management, Onboarding, Leadership, Performance Management, Employer Branding, Social Networking, Professional Services, Resume Writing, Start-ups
Education
Cañada College
AA, Liberal Arts
Santa Clara University - Leavey School of Business
BS, Accounting
General Growth Properties Director of HR, AmericasHeidrick & StrugglesDecember 2013 - July 2015
True Partners Consulting November 2010 - December 2013
The University of Chicago Booth School of Business September 2009 - October 2010
McKinsey & Company July 2007 - July 2009
McKinsey & Company October 2003 - July 2007
Grant Thornton June 2000 - January 2002
Ernst & Young December 1991 - June 2000
Skills
Talent Management, Performance Management, Recruiting, Human Resources, Onboarding, Leadership Development, Personnel Management, Deferred Compensation, Leadership, Strategy, Employee Benefits, Coaching, Program Management, Strategic Planning, Analysis
Education
Loyola University Chicago 1997 — 1999
MS, Human Resources
Southern Illinois University, Carbondale 1987 — 1991
BA, English Lit
True Partners Consulting May 2015 - Present
DePaul University College of Law August 2014 - Present
Loyola University Chicago August 2010 - May 2014
Correa Law March 2013 - January 2014
Phi Sigma Sigma Fraternity November 2012 - December 2013
Grand Geneva Resort June 2011 - August 2012
Hamilton Communications March 2011 - July 2011
Skills
Leadership, Finance, exceptional verbal..., Highly personable, Account Management, Organization &..., Communication Skills, Writing, Contract Negotiation, Persuasiveness, Legal Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Event Planning, Teamwork, Hospitality, Communication
Education
DePaul University College of Law 2014 — 2017
Loyola University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
Meaden & Moore June 2012 - Present
Geo Broadcast Solutions September 2011 - June 2012
BDO Enterprises, LLC January 2011 - June 2012
ProDocImpressions, LLC October 2010 - December 2010
Loyola University Chicago September 2010 - December 2010
True Partners Consulting June 2010 - August 2010
Paul Davis Restoration January 2006 - January 2010
Saint Joe Christmas Tree Farm January 2001 - January 2009
Skills
Customer Service, Accounting, Customer Relations, Financial Management, Sports Management, Excel, Adobe Illustrator, Entrepreneurship, Analysis, Finance, Microsoft Excel
Education
Loyola University of Chicago 2011 — 2012
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago - Graduate School of Business 2011 — 2012
Masters of Business Administration, Finance, 3.45
Loyola University of Chicago 2007 — 2011
Bachelor of Business Administration, Accounting; Sport Management, 3.6
CN July 2014 - Present
Ernst & Young LLP May 2011 - December 2013
True Partners Consulting August 2006 - May 2011
ComEd 2004 - 2006
Deloitte 2002 - 2004
Arthur Andersen 2000 - 2002
Skills
Tax, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Research, Mergers & Acquisitions, Tax Law, International Tax, State Tax, FAS109, Tax Accounting, FAS 5, FIN 48, Accounting, Financial Reporting, Account Reconciliation, SEC filings, Tax Advisory, Property Tax, Tax Software
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science in Taxation
DePaul University
Bachelor of Science in Business with a major in Accountancy
Treasury Strategies, Inc. January 2014 - Present
JMB Insurance May 2013 - January 2014
TeleSight, LLC September 2012 - May 2013
True Partners Consulting June 2011 - January 2012
Northwestern Mutual Financial Network McTigue Financial Group April 2010 - May 2011
Skills
Leadership, CRM, Recruiting, Time Management, Training, Microsoft Office, Management, Marketing, Microsoft Excel, Research, Analysis, Sales, Data Analysis, Market Research, Social Media
Education
Loyola University of Chicago 2009 — 2013
Bachelor's Degree, International Business, Economics, and Finance
True Partners Consulting January 2014 - Present
UPS April 2009 - September 2012
US Army October 2002 - February 2009
Skills
Army, Military Experience, Program Management, Policy, Leadership Development, Military, Military Operations, Microsoft Office, Counterterrorism, Security Clearance, Team Building, DoD, Microsoft Excel, Organizational..., Analysis
Education
Colorado State University 2011 — 2013
Bachelor of Science, Business Administration, Accounting
Holtz, Slavett, & Drabkin, APLC November 2010 - Present
True Partners Consulting 2008 - 2010
Internal Revenue Service August 1990 - June 2004
Education
Santa Clara University 1987 — 1990
Doctor of Law (J.D.)
Lewis and Clark College 1980 — 1984
Bachelor's degree, Accounting
KPMG US June 2014 - Present
CFA Institute July 2013 - Present
Rothstein Kass KPMG LLP August 2009 - June 2014
KPMG US August 2008 - May 2009
True Partners Consulting June 2008 - August 2008
Loyola Marymount University August 2006 - May 2008
KPMG US May 2007 - September 2007
Skills
Critical Thinking, Excel, Financial Analysis, Financial Modeling, Partnership Taxation, International Economics, Fund Of Funds, Audit, Accounting, Hedge Funds, Problem Solving, Auditing, Financial Reporting, Financial Statements, Internal Controls, Financial Accounting, GAAP, SEC filings, Business Valuation, Microsoft Excel, Tax, CPA, Management, Finance
Education
Loyola Marymount University 2004 — 2008
BS & BBA, Finance, Accounting
Campolindo High School 2000 — 2004
True Partners Consulting March 2015 - Present
InterMedia Advertising August 2012 - July 2014
Sports Recall September 2013 - March 2014
InterMedia Advertising April 2011 - September 2012
WellPoint, Inc. March 2004 - December 2009
WellPoint, Inc. September 1999 - March 2004
Accountable Home Health Care November 1997 - August 1999
Hearing Care Associates October 1992 - October 1997
Skills
Insurance, Microsoft Excel, Accounts Receivable, Sarbanes-Oxley Act, Project Management, General Ledger, Accounts Payable, Analysis, Access, Auditing, Due Diligence, Business Analysis, Accounting, Monarch, Risk Management, Process Improvement, Property, Leadership, Financial Reporting, Software Documentation, Internal Controls, Data Analysis, Finance, Internal Audit, Account Reconciliation, Payroll, Variance Analysis, Strategic Financial..., Management, Financial Analysis, Financial Planning
Education
California State University-Northridge 1977 — 1990
BA, Business Administration - Finance
True Partners Consulting February 2014 - Present
Bain & Company July 2013 - November 2013
Eenhoorn LLC April 2013 - July 2013
Eenhoorn LLC September 2012 - July 2013
Victoria's Secret May 2012 - October 2012
J2S Group August 2011 - May 2012
Victoria's Secret June 2010 - May 2012
Intertek Testing Services April 2011 - June 2011
The Leukemia & Lymphoma Society June 2010 - January 2011
Grand Valley State University August 2009 - May 2010
Skills
Event Planning, Recruiting, Onboarding, Employee Benefits, Social Media, Microsoft Excel, PowerPoint, Data Entry, Management, Training, Leadership, Time Management, Customer Service, Travel Arrangements, Interviews, Microsoft Office, Human Resources, New Hire Orientations, Marketing, Social Networking, Event Management, Sourcing, Outlook, Microsoft Word, Public Speaking, Empathy, Dedication to..., Team Building, HRIS, Personnel Management, Administration, Analysis
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Human Resource Management, International Business
Ecole Superieure des Sciences Commerciales d'Angers 2011 — 2011
International Business
Grand Blanc High School 2004 — 2008
Frankfurt International School 1997 — 2001
Hudson Pacific Properties, Inc. April 2015 - Present
The CIM Group December 2013 - April 2015
Jacqueline Wolfe October 2012 - September 2013
True Partners Consulting June 2011 - September 2011
Vantage Wealth Management, LLC September 2009 - June 2011
Riverbed Technology June 2010 - August 2010
USF Department of Public Safety September 2008 - May 2009
Skills
Accounting, Microsoft Excel, Oracle Applications, Salesforce.com, GoSystems, Junxure, Teamwork, Access, PowerPoint, QuickBooks, Tax, Microsoft Office, Microsoft Word
Education
California State University-East Bay 2009 — 2012
Bachelor of Science (B.S.), Accounting and Corporate Management, 3.45
University of San Francisco 2008 — 2009
Mercy High School Burlingame 2004 — 2008
PwC June 2015 - Present
PwC July 2012 - June 2015
PwC July 2011 - June 2012
True Partners Consulting August 2009 - June 2011
True Partners Consulting January 2008 - August 2009
PricewaterhouseCoopers June 2007 - August 2007
Skills
Tax Accounting, Income Tax, Tax Research, Sarbanes-Oxley Act, Corporate Tax, SEC filings, GAAP, Accounting, Tax Preparation, Tax, International Tax, Tax Returns, Partnership Taxation, US GAAP
Education
Loyola University Chicago 2005 — 2009
B.B.A., Accounting
True Partners Consulting February 2015 - Present
Macquarie Group April 2015 - August 2015
True Partners Consulting May 2014 - December 2014
Hofstra University September 2013 - May 2014
Ross Stores, Inc. June 2013 - August 2013
Hofstra University June 2011 - January 2013
Michael Kors 2012 - December 2012
Berdon LLP January 2012 - April 2012
CLASS Roberto Cavalli & Plein Sud Jeanius Showroom January 2011 - May 2011
Hofstra University September 2009 - July 2010
Skills
Microsoft Office, Styling, Makeup Artistry, Customer Relations, QuickBooks, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Retail, Facebook, Social Networking, Photoshop, Sales, Adobe Creative Suite, Blogging, Event Planning, Mac, Photography, Illustrator
Education
Hofstra University 2013 — 2014
Master of Science (M.S.), Taxation
Hofstra University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
American Express August 2013 - Present
American Express August 2013 - February 2014
Scholastic April 2013 - August 2013
Time Inc. February 2012 - February 2013
Blabbermouth Social Media August 2011 - December 2011
DesiHits January 2011 - July 2011
LDGS Corporation September 2009 - December 2010
True Partners Consulting January 2009 - August 2009
Creative Ventures - personal start up October 2004 - October 2008
UBS October 2007 - April 2008
Skills
Digital Marketing, Social Media Marketing, Analytics, Web Analytics, Digital Media, Social Media, Search Advertising, Facebook, Facebook Advertising, Event Planning, Event Management, Omniture, Discover, comScore, Audience Development, Digital Strategy, Online Marketing, Newsletters, Marketing, Email Marketing, Online Advertising, Advertising, SEM, Content Strategy, SEO, Google Analytics, Integrated Marketing, Mobile Applications, Strategy, Marketing Research, Creative Direction
Education
DePaul University 2006 — 2008
Finance and Marketing
Loyola Marymount University 2005 — 2005
Bachelor of Business Administration, Marketing
Loyola University New Orleans
PwC June 2013 - Present
True Partners Consulting September 2011 - May 2013
Jacoby & Meyers 2008 - 2009
Oakley, Wright, and Hart, PC January 2008 - April 2008
Morris Cary Andrews Talmadge & Driggers, LLC 2004 - 2007
Skills
Tax, Tax Controversy, Tax Consulting, State and Local Taxation, Legal Research, State Tax Planning, Sales and Use Taxation, Legal Writing, Federal Taxation, Federal & State Income..., Tax Credits and..., Technology Services..., Corporate Tax, Tax Advisory, Tax Research, Tax Law, Tax Accounting, International Tax, Partnership Taxation, Sales Tax
Education
Florida State University College of Law 2008 — 2011
Doctor of Law (J.D.)
Troy University 2003 — 2007
BS, Accounting
True Partners Consulting Office Administrator / Administrative AssistantJefferson Wells2004 - 2006
Associated Financial Group 1999 - 2004
Education
Merced College
McGladrey January 2014 - Present
Pierce and Associates January 2011 - December 2013
Anderson & Associates, PC June 2012 - November 2012
True Partners Consulting January 2011 - May 2011
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Research, Document Review
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 2005 — 2009
Accountancy, Accounting
Self-Employed September 2009 - Present
Smart Resources 2009 - Present
True Partners Consulting February 2012 - November 2012
World Relief September 2008 - May 2009
Fellowship Missionary Church September 2005 - August 2007
Fellowship Missionary Church October 2003 - January 2005
Skills
Public Speaking, Teaching, Non-profits, Event Planning, Microsoft Office, Social Media, Research, Customer Service, Musical Theatre, Theatre, Creative Writing, Microsoft Excel
Education
Bethel College 2000 — 2004
Bachelor of Arts (B.A.), Vocal Performance
Orcutt Union School District January 2015 - June 2015
Toastmasters International Club 83 June 2013 - June 2015
Arroyo Grande High School June 2014 - March 2015
Lucia Mar Unified School District October 2013 - June 2014
Old Custom House July 2013 - June 2014
Blackhorse Espresso and Bakery September 2012 - September 2013
Roaring Lion Energy Drink, LLC September 2010 - October 2012
True Partners Consulting June 2012 - August 2012
Julian’s Patisserie, California Polytechnic University Campus Dining September 2010 - June 2012
City of Solvang, Buellton Parks and Recreation June 2010 - August 2010
Skills
Microsoft Office, Research, Higher Education, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, Statistics, Event Planning, Social Media, Community Outreach, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2014 — 2015
Multiple Subject Credential Program, Elementary Education and Teaching, K-6
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor’s Degree, Accounting and Business Administration
Allan Hancock College 2007 — 2009
Santa Ynez Union Valley High School 2005 — 2009
High School
True Partners Consulting August 2015 - Present
Loyola University Chicago School of Law August 2012 - Present
Loyola University Chicago Business Law Clinic January 2015 - Present
Gordon & Pikarski August 2013 - August 2014
Salvi Sports Enterprises May 2013 - August 2013
Advancement Partners Inc. August 2011 - August 2012
Acquity Group January 2011 - July 2011
Advancement Partners, Inc. May 2009 - August 2009
Skills
Salesforce.com, Direct Marketing, Marketing Strategy, Online Marketing, Promotions, New Business Development, Account Management, Digital Marketing, Social Media, Marketing Communications, Social Media Marketing, Marketing, Marketing Management, Management, Business Development
Education
Loyola University Chicago School of Law 2012 — 2015
Doctor of Law (JD), Tax Law/Taxation
Loyola University of Chicago 2007 — 2010
BBA, Marketing and Management
Bishop Watterson High School 2002 — 2006
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
True Partners Consulting June 2012 - June 2013
Optimum Professional Property Management, Inc. (ACMF) March 2012 - June 2012
Global Student Experience June 2011 - March 2012
Global Student Experience September 2010 - March 2012
UC Irvine May 2010 - September 2010
Amigos de las Americas October 2004 - August 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, QuickBooks, Research, Data Analysis, Outlook, Spanish, Accounting, Fundraising, Budgets, Auditing, Community Outreach, Data Entry, Leadership, Teamwork, Time Management
Education
San Francisco State University 2012 — 2014
Master of Science (MS), Accounting
Irvine Valley College 2010 — 2011
Certificate of Achievement, Accounting
UC Irvine 2006 — 2011
BA, Business Economics, Spanish, 3.43
Universidad de Granada 2008 — 2009
Spanish Language and Culture
Andersen Tax May 2014 - Present
True Partners Consulting January 2012 - May 2014
Sallie Mae May 2007 - December 2011
Sodexo July 2006 - May 2007
PricewaterhouseCoopers January 2005 - June 2006
NASDAQ March 2004 - December 2004
LVMH June 2000 - February 2004
PricewaterhouseCoopers June 1997 - May 2000
Skills
Tax Accounting, Tax, Sarbanes-Oxley Act, Income Tax, CPA, State Tax, Corporate Tax, FIN 48
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
MBA, Accounting
Fairfield University 1993 — 1997
BS, Mathematics
CBIZ MHM, LLC January 2013 - Present
True Partners Consulting June 2010 - January 2013
Amper, Politziner & Mattia, LLP November 2007 - June 2010
PricewaterhouseCoopers September 2000 - November 2007
KPMG 1997 - 2000
Ernst & Young 1989 - 1994
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Outsourcing /...
Education
Villanova University School of Law 1997 — 2001
MT, Taxation
Drexel University - LeBow College of Business 1988 — 1992
BS, Accounting
Rutgers University-New Brunswick 1987 — 1988
WTHS
Walmart October 2013 - Present
Grant Thornton LLP July 2010 - October 2013
True Partners Consulting September 2008 - July 2010
True Partners Consulting May 2007 - August 2008
Audit Bureau of Circulations 2005 - 2005
Education
Florida State University College of Law 2005 — 2008
JD, Law
Harding University 2000 — 2004
BBA, Accounting
True Partners Consulting 2009 - Present
PricewaterhouseCoopers December 1993 - November 2009
Ernst & Young 1991 - 1993
Skills
FIN 48, Tax Research, Corporate Tax, Tax Accounting, Income Tax, SEC filings, Partnership Taxation, Tax Advisory, Tax, Property Tax, International Tax, Transfer Pricing, Tax Returns, Sales Tax, GAAP, SEC Filings, Sarbanes-Oxley Act, Tax Law, Auditing, Financial Reporting, CPA, Accounting, Tax Preparation
Education
Brigham Young University 1989 — 1991
MAcc, Accounting
University of South Florida - College of Business Administration 1987 — 1989
BA, Accounting
Grant Thornton LLP September 2014 - Present
True Partners Consulting February 2009 - September 2014
Ernst & Young March 2005 - 2009
Skills
Transfer Pricing, International Tax, Financial Analysis, Mergers, Business Valuation, Restructuring, Valuation, Financial Modeling, Mergers & Acquisitions
Education
Fordham University 2009 — 2012
MBA, Finance and Economics
Yeshiva University 1999 — 2002
Bachelor's degree, Business Administration and Management, General
Aetna Inc. March 2014 - Present
True Partners Consulting October 2013 - January 2014
Hologic, Inc. May 2013 - August 2013
Xpitax solutions February 2013 - April 2013
CITIC Securities August 2010 - August 2011
DBS Bank April 2010 - June 2010
HSBC January 2010 - April 2010
Skills
Financial Analysis, ProSystem fx Tax, SAP, Financial Modeling, SmartDraw, Corporate Finance, Microsoft Excel, Mandarin, Financial Accounting, Financial Reporting, Accounting, Microsoft Office, PowerPoint, Chinese, Microsoft Word, Oracle, Tax, Corporate Tax, US GAAP, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Tax Accounting, Tax Research, Tax Preparation, Sales Tax, Pivot Tables, Tax Returns, SEC filings, Finance
Education
Bentley University
Master of Science (MS), Accountancy
Rouen Business School
Bachelor of Science (BSc), International Business
PricewaterhouseCoopers January 2013 - Present
True Partners Consulting January 2012 - December 2012
PricewaterhouseCoopers January 2008 - January 2012
Salesforce.com May 2005 - January 2006
Skills
Tax, US Tax, Tax Research, Corporate Tax, Income Tax, International Tax, Tax Accounting, FIN 48, Tax Advisory, Accounting, Partnership Taxation, Tax Returns
Education
Golden Gate University 2007 — 2008
Master, Tax
True Partners Consulting January 2012 - Present
True Partners Consulting June 2008 - Present
Smith Barney March 2006 - March 2008
Skills
Tax, Tax Accounting, Sales & Use Tax, Tax Research, Income Tax, Tax Law, Finance, Sarbanes-Oxley Act
Education
DePaul University 2004 — 2008
Finance, Economics
Cain Brothers June 2013 - Present
BorgWarner April 2013 - May 2013
True Partners Consulting June 2012 - August 2012
MacNeal Hospital June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Finance
Education
Indiana University - Kelley School of Business 2009 — 2014
3/2 MBA, Accounting and Finance
K&H Manufacturing, LLC June 2012 - May 2015
Arixa Capital Advisors, LLC Arixa Fund I, LLC August 2010 - June 2012
Magnus Investment Partners March 2008 - August 2010
True Partners Consulting August 2007 - April 2008
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's, Accountancy
Fashion Institute of Design & Merchandising 2009 — 2009
Associates, Graphic Design
PwC February 2013 - Present
Ernst & Young March 2011 - February 2013
Redeal.me June 2009 - September 2010
True Partners Consulting January 2008 - August 2009
Yetter Consulting Services July 2007 - December 2007
FMC Technologies May 2006 - July 2007
Skills
VBA, Requirements Analysis, Requirements Management, Technology..., Tax Technology, Tax Compliance, Tax, Tax Accounting, ERP, Software Development, Project Management, Start-ups, SAP, Management Consulting
Education
DePaul University 2003 — 2008
BS, Accountancy and Political Science
Hoffman Estates High School 2001 — 2003
Billimoria High School 1999 — 2001
True Partners Consulting July 2015 - Present
True Partners Consulting January 2013 - June 2015
True Partners Consulting July 2008 - December 2012
U.D. Cahaya Maju June 2006 - August 2006
Skills
Tax, Income Tax, Accounting, International Tax, FIN 48, Tax Returns, Tax Law, State Tax, FAS 5, GoSystems, Financial Statements, Tax Research, GAAP, US GAAP, SEC filings, Corporate Tax, Tax Accounting, Sarbanes-Oxley Act, Tax Advisory, Finance, Partnership Taxation, OneSource, Transfer Pricing, Sales Tax, SEC Filings
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Master's, Accountancy Science
University of Illinois at Urbana-Champaign 2005 — 2007
B.S., Accountancy
De Anza College 2003 — 2005
A.A., Business & Computer Information System
KPMG US January 2012 - Present
True Partners Consulting March 2010 - December 2011
KPMG LLP August 1999 - February 2008
Public Accounting January 1985 - February 1999
DELOITTE & TOUCHE LLP January 1994 - 1999
CITICORP/QUOTRON SYSTEMS, INC January 1991 - June 1994
Skills
Tax Accounting, Tax, Corporate Tax, Sales Tax, Tax Research
Education
Loyola Law School, Los Angeles 1982 — 1985
JD, Tax
University of Arizona 1977 — 1983
Bachelor of Science, Accounting
AIG September 2015 - Present
Caldwell College July 2013 - Present
True Partners Consulting December 2013 - August 2015
AIG July 2012 - November 2013
True Partners Consulting April 2009 - July 2012
TaxStream, LLC August 2005 - April 2009
Delta Power LLC 2004 - 2005
Caruso Thompson LLP January 2003 - December 2003
Skills
Accounting, Financial Reporting, Tax, Training, Management, Tax Accounting, Sarbanes-Oxley Act, Corporate Tax, Start-ups, SEC filings, Auditing, Internal Controls, Income Tax, International Tax, Financial Analysis, Sales Tax, US GAAP, Tax Research, SEC Filings
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Executive MBA
Caldwell University 1998 — 2002
BS, Accounting
Don Bosco Tech HS 1994 — 1998
Franchise Tax Board June 2014 - Present
True Partners Consulting January 2014 - February 2014
Dr. Mimi Koehl September 2012 - June 2013
Altitude Medical April 2010 - September 2012
UC Berkeley Integrative Biology 2008 - September 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Bookkeeping, Formatting Documents, Time Management
Education
Santa Clara University 2013 — 2013
Certificate of Advanced Accounting Proficiency, Accounting
De Anza College 2013 — 2013
San Francisco State University 2003 — 2008
Bachelors, Graphic Design
PwC July 2015 - Present
PricewaterhouseCoopers July 2013 - June 2015
True Partners Consulting June 2008 - January 2010
Skills
Tax, Financial Reporting, Accounting, Financial Accounting, CPA, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Tax Research
Education
Fairfield University 2006 — 2010
Bachelor of Science (BS), Accounting and Information Systems
McCain Foods October 2014 - Present
Eby-Brown Company, LLC August 2014 - October 2014
Eby-Brown Company, LLC October 2013 - August 2014
True Partners Consulting August 2012 - May 2013
Edward Health & Fitness Center July 2003 - May 2005
Bristol Club Apartmetns February 2003 - June 2003
Villages on Maple, LLC December 2000 - November 2002
Skills
Customer Satisfaction, Customer Service, Team Building, Coaching, Microsoft Office, Word, Excel, PowerPoint, Strategic Planning, Microsoft Word, Microsoft Excel, Sales, Accounting, Auditing, Sales Management, Marketing
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
BS, Business Admin with a concentration in Finance
Algonquin College of Applied Arts and Technology 1994 — 1996
Associate's Degree, Business to Business Marketing
Corptax 2014 - Present
Thomson Reuters September 2011 - February 2013
Specializing in Transfer Pricing, Income Tax and Tax Research April 2011 - October 2011
True Partners Consulting July 2006 - April 2011
Ducharme, McMillen, and Associates, Inc. 2005 - 2006
Deloitte 2000 - 2005
Deloitte Tax LLP 2000 - 2005
Skills
Transfer Pricing, Income Tax, Tax Research, Tax Advisory, Federal Law, International Tax, Corporate Tax, Tax, Due Diligence, Accounting, Tax Law, Intangible Assets, Financial Reporting, Financial Analysis, Tax Accounting, State Tax, Mergers, Management Consulting, Valuation, Sales Tax, Sarbanes-Oxley Act, OneSource
Education
University of Virginia 1999 — 2000
Master of Accounting, Taxation
James Madison University 1995 — 1999
BBA, International Business
True Partners Consulting LLC January 2013 - Present
True Partners Consulting December 2005 - December 2012
KPMG June 2004 - November 2005
American Sterling July 2001 - July 2004
Skills
Unclaimed Property, Compliance, Tax, Management, Due Diligence, Accounting, Tax Accounting, Forensic Accounting, General Ledger, Tax Audits
Education
Chapman University 2000 — 2004
BS, Accounting and Business/Management
EY October 2012 - Present
EY September 2011 - October 2012
True Partners Consulting November 2010 - August 2011
Loyola University Chicago August 2009 - August 2010
Novak & Associates, Ltd March 2009 - February 2010
Skills
Tax, Corporate Tax, Tax Accounting, Accounting, Financial Reporting, GAAP, CPA, Auditing, SharePoint, SEC filings, Sarbanes-Oxley Act, Process Improvement, Project Management, Tax Portals, Internal Controls, International Tax
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2010
Masters of Science in Accountancy, Accounting
Loyola University Chicago 2007 — 2009
Bachelor of Business Administration, Finance and Economics
Ernst & Young October 2011 - Present
True Partners Consulting September 2006 - October 2011
Arthur Andersen September 1998 - May 2002
Skills
Due Diligence, Financial Structuring, International Tax, Tax Accounting, Tax, Tax Research, Corporate Tax, Transfer Pricing, Income Tax, Accounting, Sarbanes-Oxley Act, GAAP, FIN 48, Risk Management, SEC filings, Tax Advisory, Tax Law, CPA
Education
Loyola University Chicago School of Law 1995 — 1998
Doctor of Law (J.D.), Tax Law/Taxation
University of Southern California 1992 — 1995
BA, Economics & Political Science
Crafton Hills College 1990 — 1992
AA, Accounting
Avery Dennison February 2010 - Present
True Partners Consulting April 2008 - January 2010
Power & Twersky Business Management Group February 2008 - April 2008
RSM McGladrey September 2004 - December 2007
McGladrey & Pullen September 2004 - August 2005
Skills
Tax Research, Corporate Tax, Income Tax, Tax Accounting, Accounting, Auditing, SEC filings, Tax, CPA, International Tax, US GAAP, Assurance, Tax Advisory, Tax Returns, Financial Reporting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Master, Taxation
University of California, Los Angeles 1998 — 2002
Bachelor, Business Economics
North Highland April 2015 - Present
True Partners Consulting January 2012 - July 2014
Robert half - office team October 2011 - January 2012
Golder Associates January 2005 - July 2011
Skills
Account Reconciliation, Data Entry, Microsoft Office, Administrative..., Administration, Office Management, Outlook, Spreadsheets, Microsoft Excel, Microsoft Word, Invoicing, Office Administration, Customer Service
Education
Nassau Community College
Take-Two Interactive Software, Inc. May 2015 - Present
True Partners Consulting January 2013 - May 2015
True Partners Consulting January 2010 - December 2012
True Partners Consulting September 2007 - December 2009
Fastenal June 2006 - April 2007
L. Belgraier, CPA, PC February 2006 - May 2006
Skills
Tax, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Tax Preparation, GoSystems, Partnership Tax Returns, OneSource Tax Software, CorpTax Software, Microsoft Excel, State Tax, Auditing, International Tax, FIN 48, Tax Advisory, Partnership Taxation, Tax Returns, Tax Law
Education
Hofstra University 2003 — 2007
BBA, Accounting
Half Hollow Hills HS West 1999 — 2003
HS Diploma
BDO USA, LLP October 2014 - Present
True Partners Consulting May 2006 - October 2014
Jefferson Wells 2003 - 2006
PricewaterhouseCoopers 1996 - 2003
Kerr Group, Inc. 1990 - 1996
Skills
Tax, Corporate Tax, Income Tax, FAS109, International Tax, Tax Research, Tax Accounting, FIN 48, Tax Advisory, Partnership Taxation
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
BA, Accounting
San Jose State University
MST, Taxation
KPMG US Federal Tax InternKPMG USJanuary 2015 - April 2015
True Partners Consulting July 2014 - August 2014
Todd Dissly Athletics June 2006 - September 2011
Skills
Time Management, Leadership, Coaching, PowerPoint, Accounting, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Event Planning, LexisNexis, Microsoft Office, Income Tax, Access, Tax Research, QuickBooks
Education
California Polytechnic State University-San Luis Obispo 2014 — 2015
Masters of Accounting, Taxation
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Accounting
University of St. Andrews 2012 — 2013
Study Abroad, General Education, Junior
Los Gatos High School
Madden, Jiganti, Moore and Sinars LLP January 2013 - Present
PwC January 2011 - January 2013
True Partners Consulting May 2009 - August 2009
Chicago Legal Clinic May 2008 - November 2008
Crowe Horwath LLP 2005 - 2007
Skills
Estate Planning, Tax, Tax Research, Partnership Taxation, Succession Planning, CPA, Income Tax, Tax Preparation, Real Estate Transactions
Education
DePaul University 2007 — 2010
J.D.
Western Michigan University - Haworth College of Business 2001 — 2005
B.S., Accountancy
Proskauer Rose LLP April 2015 - Present
Seyfarth Shaw November 2012 - March 2015
Seyfarth Shaw February 2011 - November 2012
True Partners Consulting July 2007 - February 2011
Illinois Human Rights Commission June 2010 - August 2010
Skills
Employment Law, Class Actions, Legal Writing, Legal Research, Benefits Administration, Westlaw, Employment Contracts, Legal Advice, Legal Compliance, Contract Negotiation, Human Resources, Employment..., Appeals, Litigation, Civil Litigation, Courts
Education
Loyola University Chicago School of Law 2009 — 2012
Juris Doctor, Cum Laude
Quinlan School of Business, Loyola University Chicago 2007 — 2009
Master of Science, Human Resource Management
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Arts, Political Science
Joliet Catholic Academy 1999 — 2003
True Partners Consulting February 2014 - June 2015
Flower Hill Hose Company January 2012 - January 2014
Hofstra University School of Education April 2012 - August 2012
Wayfair, LLC July 2010 - February 2011
Skills
Microsoft Excel, PowerPoint, Access, Customer Service, Microsoft Word, Social Media, Bloomberg Terminal, Management, Training, Research, Financial Analysis, Leadership, Google Analytics, Windows & Mac operating..., Sales, Client Relations
Education
Zarb School of Business, Hofstra University 2011 — 2013
M.B.A, Finance
Boston University 2006 — 2010
B.A, Economics
Carlson Construction May 2014 - August 2015
True Partners Consulting January 2014 - December 2014
Charter One Bank June 2012 - January 2014
H&R Block December 2008 - April 2013
Skills
Tax Preparation..., Skilled with all types..., Successfully trained..., Handled customers..., Highly skilled in..., In-depth knowledge of..., Proven record of..., Answered multiple phone..., Performed..., Facilitated on boarding..., Accounting, Microsoft Office, Microsoft Word, PowerPoint, Teamwork
Education
Saint Xavier University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Northern Illinois University 2010 — 2011
Accounting
Boudreau & Nisivaco January 2014 - Present
True Partners Consulting May 2014 - December 2014
The Honorable Judge Mary A. Mulhern August 2013 - December 2013
Thomas T. Boundas & Associates May 2013 - August 2013
Topaz May 2012 - July 2013
Richmond Park and North Kingston Conservatives May 2011 - July 2011
It's Brothers Bar and Grill October 2010 - May 2011
Swingers Grille July 2006 - August 2010
Education
Loyola University Chicago School of Law 2012 — 2015
Juris Doctor
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (BA), Psychology and Political Science
True Partners Consulting July 2015 - Present
KPMG February 1998 - May 2008
GE January 2000 - September 2001
PwC 1996 - 1998
Skills
Corporate Tax, Management, Tax Accounting, Accounting, Financial Reporting, Auditing, Internal Controls, Strategic Planning, US GAAP, Financial Analysis, Partnership Taxation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Accounting
Bentley College 1987 — 1991
BS, Economics/Finance
True Partners Consulting January 2015 - June 2015
True Partners Consulting June 2012 - December 2014
True Partners Consulting June 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Customer Service, Public Speaking, Tax, Data Analysis, Social Media, Outlook, Process Improvement, Financial Reporting
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science in Finance, Minor in Spanish, 3.75 - High Honors
Neuqua Valley High School 2004 — 2008
4.2 GPA on 4.0 scale
True Partners Consulting February 2014 - Present
Move Language Ahead June 2013 - August 2013
UBS September 2011 - December 2011
Bally Total Fitness July 2008 - July 2011
Skills
Statistical Data..., Regression Analysis, Data Entry, Stata, Spanish-speaking, Econometrics, Microsoft Office, Analysis, Leadership, Facebook, Research, Transfer Pricing
Education
Northeastern University 2012 — 2014
Master of Arts (MA), Applied Economics
Hofstra University 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
KPMG LLP July 2015 - Present
KPMG US October 2013 - June 2015
Loyola University Chicago Damen Student Center December 2010 - July 2013
True Partners Consulting June 2012 - August 2012
KPMG January 2012 - March 2012
PwC October 2011 - February 2012
Illinois Housing Development Authority June 2011 - August 2011
Macy's Department Store December 2009 - January 2011
Indian Prairie Animal Hospital May 2007 - August 2010
Skills
Microsoft Office, Outlook, Social Media, Organization, Networking, Customer Service, Research, Proofreading, Typing, Auditing, PowerPoint, Time Management, Teamwork
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Acquity Group July 2010 - Present
Protiviti June 2009 - August 2009
True Partners Consulting May 2008 - August 2008
Skills
Digital Marketing, E-commerce, Business Analysis, Project Management, Product Management, Management, Agile Project Management, Business Strategy, Analytics, Requirements Analysis, Strategy, Mobile Devices, Web Analytics, Content Management, Requirements Gathering, Cross Functional Team..., Digital Strategy, User Experience, Web Content Management, Consulting, Project Estimation, Chinese, Mandarin, Project Planning, SDLC, Sprint Planning, Quality Assurance, Interactive Marketing, Certified Scrum Master..., IT Strategy, Agile Methodologies
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Information Technology Management
East China Normal University 2009 — 2009
Business, Language, and Culture Program
Troy High
Andersen Tax June 2014 - Present
True Partners Consulting October 2011 - May 2014
Affinity Tax Group LLC February 2006 - October 2011
Ernst & Young September 1997 - February 2006
Grant Thornton LLP 1989 - 1991
Skills
Tax Research, Accounting, International Tax, SEC filings, Forensic Accounting, CPA, Transfer Pricing, Business Valuation, Restructuring, Private Equity, Tax Returns, Mergers & Acquisitions, Due Diligence, Tax Preparation
Education
Pace University School of Law 1997 — 1999
Juris Doctorate, Tax Law/Taxation
Adelphi University 1987 — 1989
Bachelor of Arts (BA), Accounting
True Partners Consulting November 2012 - Present
True Partners Consulting October 2010 - November 2012
True Partners Consulting July 2008 - October 2010
Skills
Property Tax, Tax, Compliance, Tax Audits, Tax Compliance, Process Improvement, Mergers, Tax Law, Strategic Planning, Negotiation, Real Estate, Planning, Incentives, Manufacturing, Accounting, Tax Research, Mergers & Acquisitions
Education
Northwestern University 2004 — 2008
BA, Economics, Business Institutions
Brother Rice High School 2000 — 2004
EY October 2014 - Present
Ernst & Young LLP July 2013 - September 2014
Gleacher & Company Securities, Inc. February 2012 - June 2013
True Partners Consulting June 2011 - February 2012
True Partners Consulting August 2009 - June 2011
True Partners Consulting May 2008 - February 2009
Morningstar September 2006 - September 2007
Skills
Tax Compliance, Corporate Tax, GAAP, Tax, Accounting, Tax Accounting, Tax Research, International Tax
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2009
MSA, Accounting
Loyola University Chicago 2004 — 2008
BBA, Accounting, Finance
True Partners Consulting September 2014 - Present
WGN-TV July 2014 - September 2014
Sparrow Trading January 2014 - May 2014
SMCO September 2013 - December 2013
True Partners Consulting May 2013 - August 2013
Meaden & Moore November 2012 - May 2013
New York University May 2012 - August 2012
Enterprise Rent-A-Car May 2011 - December 2011
Off Campus Media January 2011 - May 2011
Live Nation September 2010 - January 2011
Skills
Advanced Microsoft Excel, Java, Database Systems, Microsoft SQL Server, Advanced Tax..., Sales, Microsoft Publisher, Consulting, Manage Client..., Financial Analysis, Research, Corporate Tax, Microsoft Office, Accounting, Tax, Leadership, Microsoft Excel, Microsoft Word, CRM, PowerPoint
Education
Loyola University of Chicago 2012 — 2013
Master of Science, Accounting
Saint Louis University 2008 — 2012
Bachelor of Arts, Political Science and Government
Reed Smith LLP March 2012 - Present
Ryan September 2009 - March 2012
True Partners Consulting February 2009 - September 2009
State Tax Resource November 2008 - February 2009
UHY Advisors September 2007 - November 2008
Skills
Tax, Sales Tax, Analysis, Accounting, Tax Advisory, Litigation, Legal Research, Financial Analysis, Mergers & Acquisitions, Tax Law, unclaimed property
Education
University of Illinois College of Law 2004 — 2007
Juris Doctor, Corporate and Employment
Illinois Wesleyan University 2000 — 2004
B.A., Business, Political Science
True Partners Consulting January 2013 - Present
True Partners Consulting June 2010 - January 2013
True Partners Consulting September 2008 - May 2010
True Partners Consulting January 2008 - June 2008
Ostrow, Reisin, Berk, and Abrams January 2007 - April 2007
Skills
Tax Returns, Financial Reporting, CPA, Financial Analysis, US GAAP, Financial Accounting, Corporate Tax, FAS109, Income Tax, Tax, Tax Accounting, Tax Research
Education
DePaul University 2005 — 2008
Bachelor of Science, Accounting and Finance
True Partners Consulting Senior ManagerDeloitte2001 - 2004
Arthur Andersen 1994 - 2000
Skills
Income Tax, Tax, Property Tax, Tax Accounting, Tax Research, Tax Advisory, Budgets, Manufacturing, Accounting, State Tax, Corporate Tax, Sarbanes-Oxley Act, Strategic Planning, Due Diligence, SEC filings, International Tax, Tax Law, SEC Filings
Education
Northern Illinois University 1990 — 1994
bs, accountancy
True Partners Consulting December 2010 - Present
True Partners Consulting LLC June 2011 - Present
Conscious Capitalism, Inc. - Chicago Chapter December 2013 - Present
The Insight Communication Group November 2012 - February 2014
True Partners Consulting LLC January 2006 - December 2010
Neumann Homes August 2004 - January 2006
Deloitte May 2002 - January 2004
Arthur Andersen LLP 1993 - 2001
Skills
Mergers, Financial Reporting, Accounting, Internal Controls, Auditing, Corporate Finance, Tax, Start-ups, Risk Management, Private Equity, Cash Management, Venture Capital, Finance, Budgets, Strategic Planning, Financial Analysis, Treasury Management, Business Strategy, Business Development, Investor Relations, Technology, Internet Strategy, Human Capital, Mergers & Acquisitions, Due Diligence, Leadership, Financial Modeling, Financial Statements, Sarbanes-Oxley Act, Tax Advisory, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Concentration: Finance and Strategy
Saint Xavier University
Bachelor, Accounting
Brother Rice High School 1978 — 1982
Grant Thornton LLP May 2014 - Present
Reynolds Group Holdings Limited January 2012 - December 2013
Ernst & Young, LLP May 2011 - January 2012
TRUE PARTNERS CONSULTING January 2006 - June 2011
GE Equipment Services - Railcar Services October 2004 - December 2005
Deloitte & Touche May 2002 - September 2004
Arthur Andersen 1990 - 2002
Skills
Tax Research, Auditing, Corporate Tax, Due Diligence, International Tax, Tax Law, Tax Advisory, Internal Controls, Tax, Financial Reporting, US GAAP, SEC filings, Transfer Pricing, Sarbanes-Oxley Act, Tax Accounting, Finance, CPA, Mergers & Acquisitions, Big 4, Accounting, Income Tax
Education
Loyola University Chicago School of Law 1987 — 1990
JD, LAW
DePaul University 1982 — 1986
BS, Commerce, Accounting
Marist High School 1978 — 1982
True Partners Consulting August 2015 - Present
True Partners Consulting June 2015 - July 2015
J.P. Morgan May 2014 - August 2014
Echo Lake Country Club June 2007 - August 2013
Skills
Accounting, Financial Accounting, Finance, Microsoft Office, Research
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Westfield High School 2007 — 2011
High School Diploma
True Partners Consulting April 2014 - Present
Grant Thornton LLP January 2007 - March 2014
The NASDAQ Stock Market, Inc January 2001 - January 2007
Prudential Securities Incorporated January 2000 - January 2001
Impressions Marketing Group January 1996 - January 2000
Skills
CRM, Business Development, Management Consulting, Investor Relations, Private Equity, Business Planning, Capital Markets, Mergers, Hedge Funds, Finance, Strategy, Auditing, Management, Business Strategy, Entrepreneurship, Executive Management, Mergers & Acquisitions, Strategic Planning
Education
University of Maryland, University College, College
Bachelor of Science, Business Management
Montgomery College
Associate of Arts, Architectural Technology
True Partners Consulting December 2005 - Present
KPMG 2002 - 2005
Arthur Andersen 2001 - 2002
Skills
Tax, Accounting, Auditing, Corporate Tax, Tax Research, State Tax, SEC filings, Income Tax
Education
Cal State Northridge 2009 — 2011
Masters of Science, Taxation
California State University-Los Angeles 1995 — 2001
Bachelor of Science, Accounting
Alvarez and Marsal Taxand, LLC November 2009 - Present
True Partners Consulting December 2005 - August 2009
PricewaterhouseCoopers September 1998 - November 2005
Arthur Andersen 1996 - 1998
Quaker Oats 1994 - 1996
Skills
Tax, Mergers & Acquisitions, Mergers, CPA, Restructuring, Private Equity, Accounting, International Tax, Tax Law, Corporate Tax, Management, Tax Research, Due Diligence, Tax Advisory, Income Tax, SEC filings, Tax Accounting
Education
DePaul University 1992 — 1996
W.W. Grainger July 2014 - Present
Ernst & Young March 2011 - July 2014
Chicago Public Library Foundation Board 2009 - 2014
True Partners Consulting March 2006 - March 2011
Sanchez Daniels & Hoffman June 2004 - March 2006
Deloitte & Touche June 2002 - June 2004
Arthur Andersen May 2000 - June 2002
Sanchez & Daniels 1997 - May 2000
Skills
Construction, Tax, Tax Advisory, Income Tax, Corporate Tax, Tax Accounting, Tax Research, Risk Management, Fixed Assets, Due Diligence, Analysis, Auditing, Financial Reporting, Financial Statements
Education
Loyola University Chicago School of Law 1994 — 1997
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1989 — 1993
University of Illinois at Urbana-Champaign
True Partners Consulting April 2006 - Present
The Cara Program January 2010 - December 2013
Arthur Andersen, LLP July 1998 - May 2006
Deloitte 2002 - 2006
Robert Bosch December 1996 - December 1998
Duchossois Industries, Inc. July 1994 - December 1996
Skills
Tax, Auditing, Accounting, Corporate Tax, Internal Controls, Due Diligence, Income Tax, Management, Leadership, Financial Planners, Training, Recruiting, FIN 48, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Public Speaking, Tax Research, Tax Accounting, S Corporations, Sarbanes-Oxley Act
Education
Quigley South 1980 — 1984
DePaul University
BS, Business
Loyola University Chicago School of Law
Masters of Jurisprudence, Business Law - Taxation
Ryan September 2009 - Present
True Partners Consulting February 2006 - September 2009
Medline 2005 - 2006
Arthur Andersen 1996 - 2002
Quaker Oats 1995 - 1995
Skills
Unclaimed Property, Tax, Incentives, Use Tax, Tax Research, Tax Audits, Tax Advisory, Tax Law, Sales Tax, Indirect Taxation, Tax Increment Financing, Income Tax, Tax Credits, Accounting, Tax Services, Tax Compliance, Process Improvement, Tax Returns, Microsoft Office, Negotiation, Contract Negotiation, Tax Preparation, Corporate Tax, State Tax, Auditing, Internal Controls, Due Diligence, Sales & Use Tax, Partnership Taxation
Education
DePaul University 1993 — 1996
B.S. in Commerce, Accounting
Northern Illinois University
Latham & Watkins May 2015 - Present
Georgetown University Law Center August 2013 - Present
True Partners Consulting August 2011 - July 2013
The Field Museum May 2009 - September 2009
Skills
Research, Press Releases, Marketing, Public Relations, Community Outreach, Email Marketing, Social Media, Training, Editing
Education
Georgetown University Law Center 2013 — 2016
Juris Doctor (J.D.)
Northwestern University 2008 — 2011
B.A., Anthropology, International Studies
Danish Institute for Study Abroad 2010 — 2010
Culture and History
Tufts University 2007 — 2008
Forest Capital Management, LLC April 2015 - Present
True Partners Consulting January 2010 - March 2015
Defrees & Fiske May 2008 - December 2008
Tishler & Wald, Ltd. November 2007 - May 2008
Skills
Legal Research, International Tax, Tax, Litigation, Tax Law, Legal Writing, Property Tax, Income Tax, Tax Accounting, Tax Returns, Corporate Law, SEC filings, Corporate Tax, Outstanding..., Tax Research
Education
Loyola University Chicago School of Law 2006 — 2009
J.D., Tax Law/Taxation
Quinlan School of Business, Loyola University Chicago 2007 — 2009
MBA, Finance, Legal Environment
Wake Forest University 2002 — 2006
BA, Communication, French
North Shore Country Day School 1994 — 2002
Prevail Health Solutions February 2015 - Present
EY June 2013 - August 2013
True Partners Consulting January 2013 - April 2013
Evanston/Skokie School District65 June 2010 - December 2012
Skills
PowerPoint, QuickBooks, Tax Accounting, Accounting, Microsoft Word, Microsoft Excel, Income Tax, Tax, Microsoft Office, Auditing, Tax Returns, Data Entry, Time Management, Training, Management, Teamwork
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master’s Degree, Accounting
DePaul University 2012 — 2014
Bachelor of Science (BS), Accounting, Graduated
LAGS Medical Centers November 2014 - Present
Lagattuta DeGrazia & Oefelein, P.C. March 2014 - October 2014
Cook County State's Attorney's Office May 2013 - December 2013
Northern Illinois University April 2012 - December 2013
True Partners Consulting May 2009 - July 2011
Touhy, Touhy, Buehler & Williams LLP May 2007 - August 2008
Skills
Microsoft Word, Microsoft Office, Business Development, Corporate Tax, Financial Analysis, Microsoft Excel, Accounting, Tax, Real Estate, PowerPoint
Education
Northern Illinois University College of Law 2011 — 2013
University of Illinois at Urbana-Champaign 2005 — 2009
BAS, Communication
True Partners Consulting June 2015 - August 2015
SUPERVALU February 2010 - March 2012
Skills
Pharmacy, Data Entry, Time Management, Access, Telephone Skills, Compounding, Inventory Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Leadership, Public Speaking, Cashiering, Critical Thinking, Customer Service, Cpr Certified, Social Media, Retail, micros
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Accounting
Nanyang Technological University 2014 — 2014
Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP, Wolf Financial Group February 2009 - November 2014
True Partners Consulting May 2008 - November 2008
Ryan September 2005 - May 2008
Skills
Income Tax, Sales Tax, US Tax, Payroll Taxes, Tax Advisory, Corporate Tax, S Corporations, Sales & Use Tax, Tax Compliance, Tax Preparation, State Taxation, Tax Accounting, International Tax, franchise tax, Tax Audits, tax consulting, Nexus, Federal & State Income..., Provisioning, Multi-State Sales Tax, Public Speaking, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
Masters Degree (MST), Taxation
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Accounting, Finance
Macquarie Group December 2014 - Present
True Partners Consulting January 2014 - December 2014
Lehman Brothers Holdings Inc. February 2011 - January 2014
JPMorgan Chase March 2000 - February 2011
International Flavors and Fragrances June 1998 - March 2000
Price Waterhouse Coopers February 1995 - June 1998
New York Life Insurance Company 1994 - 1995
Skills
FAS 109 / ASC 740, SEC reporting, Tax Accounting, International Tax, CPA in New York State, Corporate Tax, Tax Compliance, SEC filings, FIN 48, Accounting, Tax, US GAAP, Sarbanes-Oxley Act, FAS109, Restructuring, CPA, Due Diligence, Private Equity
Education
Hofstra University 1989 — 2001
MS, Taxation
Hofstra University 1989 — 1993
BBA, Banking & Finance
Outerwall, Inc. September 2014 - Present
Redbox January 2013 - Present
Redbox January 2011 - Present
Redbox October 2009 - Present
True Partners Consulting May 2007 - September 2009
True Partners Consulting November 2006 - September 2009
Skills
Tax Preparation, Tax Research, Partnership Taxation, Depreciation, Intangible Assets, Tax Accounting, Income Tax, Tax, Accounting, Corporate Tax, International Tax, Sales Tax, GAAP, Auditing
Education
Loyola University Chicago 2006 — 2007
MSA, Accounting
University of Illinois at Chicago 2003 — 2005
Bachelors, Finance
Arizona State University 2000 — 2003
Bachelors, Finance
Deloitte Senior ConsultantDeloitteFebruary 2011 - August 2014
True Partners Consulting October 2008 - January 2011
Cornell University January 2006 - May 2008
Williams May 2007 - August 2007
Williams May 2006 - January 2007
Skills
OneSource WorkFlow..., Excel VBA, Tax, Financial Accounting, VBA, Accounting, Income Tax, Financial Analysis, Financial Reporting, Financial Modeling
Education
Cornell University 2004 — 2008
Bachelor of Arts (BA), Economics
Andersen Tax January 2007 - Present
Northern Illinois University July 1999 - Present
Chicago Metropolitan Battered Women's Network 2007 - 2011
DePaul University 2002 - 2006
True Partners Consulting August 2004 - December 2005
Deloitte 2002 - 2004
Deloitte & Touche LLP 2002 - 2004
Arthur Andersen 1987 - 2002
Altschuler, Melvoin and Glasser 1986 - 1987
New York State Department of Tax and Finance 1981 - 1985
Skills
Corporate Tax, Sarbanes-Oxley Act, Tax, Tax Research, Management, Tax Accounting, Financial Accounting, Tax Law, Sales Tax, Budgets, Tax Preparation, Due Diligence, International Tax, Accounting, Tax Returns, Financial Reporting, Auditing, Income Tax, Tax Advisory, Forensic Accounting, Financial Analysis, CPA, Valuation, Strategic Financial..., SEC filings, Internal Controls, GAAP, Mergers & Acquisitions
Education
DePaul University 1977 — 1981
Master of Science (M.S.), Taxation
DePaul University 1977 — 1981
Bachelor of Science (B.S.), Accountancy
Kuhler Tax Credits June 2015 - Present
BDO USA, LLP June 2010 - March 2015
Income Tax Professional May 2009 - June 2010
True Partners Consulting July 2008 - May 2009
reading international inc August 2007 - July 2008
Mohler, Nixon & Williams (combined with Moss Adams in 2013) December 2001 - July 2007
myCFO, Inc July 2000 - November 2001
Mohler, Nixon & Williams (combined with Moss Adams in 2013) February 1998 - June 2000
PricewaterhouseCoopers 1997 - 1998
Skills
Corporate Tax, Tax, Income Tax, Tax Research, Tax Preparation, GAAP, US GAAP, Tax Accounting, SEC filings, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Tax Returns
Education
San Jose State University 1993 — 1996
BS, Accounting
Mt. San Antonio College 1992 — 1993
Associate of Arts (AA), Accounting
Self Employed June 2010 - Present
WTAS May 2007 - June 2010
True Partners Consulting October 2006 - May 2007
Busell & Stier, PLLC 2005 - 2006
Self Employed 2003 - 2005
UHY Advisors 2001 - 2002
Skills
Tax, Corporate Tax, Income Tax, International Tax, Tax Law, Tax Accounting, Estate Planning, Partnership Taxation, Trusts, Tax Research, Due Diligence
Education
Fordham University School of Law 1998 — 2001
New York University 1994 — 1998
BA, Psychology
Stuyvesant HS 1990 — 1994
PwC October 2011 - Present
True Partners Consulting September 2007 - October 2011
Powell Goldstein LLP May 2006 - July 2006
Skills
Tax, FIN 48, State Tax, Tax Advisory, Tax Research, Corporate Tax, Tax Accounting, Tax Law, Income Tax, Multi-State Sales Tax, Tax Controversy, Indirect Taxation, Sales & Use Tax, Tax Consulting, Property Tax
Education
Florida State University College of Law 2004 — 2007
J.D.
Georgetown University 2000 — 2004
B.S.B.A, Finance, Int'l Bus.
Georgetown University - The McDonough School of Business 2000 — 2004
B.S.B.A, Finance, Int'l Bus.
True Partners Consulting ManagerPrice Waterhouse1998 - 2005
Education
DePaul University
Landauer, Inc. January 2015 - Present
TransUnion January 2014 - January 2015
Morton Salt March 2011 - January 2014
Morton Salt April 2010 - February 2012
True Partners Consulting September 2007 - August 2009
United States Marine Corps December 1995 - April 2008
Friedman & Huey 2007 - 2007
Skills
Tax, Accounting, Financial Reporting, Financial Analysis, GAAP, Tax Research, Account Reconciliation, Tax Accounting, Financial Accounting, Budgets, Process Improvement, Tax Preparation, Corporate Tax, Microsoft Excel, Income Tax, US GAAP, Sarbanes-Oxley Act, General Ledger
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Tax Accounting
Governors State University 2005 — 2007
Bachelors, Accounting
KPMG LLP November 2009 - Present
True Partners Consulting September 2007 - April 2010
Deloitte Tax LLP May 2002 - January 2007
Arthur Andersen 1996 - 2001
Skills
Tax, Corporate Tax, International Tax, Tax Research, Income Tax, Tax Accounting, Auditing, Accounting, Sarbanes-Oxley Act, Tax Advisory, SEC filings, Transfer Pricing, Property Tax, Internal Controls, Sales Tax, Financial Reporting, GAAP, Use Tax, Tax Law, State Tax
Education
North Central College 1994 — 1999
Bachelor of Arts (BA)
True Partners Consulting OwnerNew Focus Tax GroupJanuary 2010 - Present
Education
California State University-Northridge 2005 — 2007
PricewaterhouseCoopers LLP December 2014 - Present
Astellas Pharma July 2013 - December 2014
True Partners Consulting January 2008 - July 2012
Skills
Accounting, Income Tax, Tax Returns, Tax, Tax Accounting, Corporate Tax, Tax Preparation, International Tax, GAAP, Auditing, CPA, Partnership Taxation
Education
Loyola University Chicago 2005 — 2007
Legacy Marketing Partners July 2012 - Present
Legacy Marketing Partners March 2010 - July 2012
True Partners Consulting October 2008 - December 2009
The InvestLinc Group LLC June 2007 - October 2008
Manpower July 2005 - June 2007
Sonnenschein Nath & Rosenthal LLP May 2003 - July 2005
Marsh June 2000 - May 2003
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Reconciliation
Education
University of Wisconsin-Madison 1998 — 2000
Bachelor of Business Administration, Accounting
Cardinal Stritch University 1995 — 1997
Accounting
True Partners Consulting April 2006 - Present
True Partners Consulting 2006 - 2007
KPMG 2002 - 2006
Arthur Andersen 1988 - 2002
Skills
Corporate Tax, Tax, Mergers & Acquisitions, Tax Accounting, International Tax, Tax Advisory, Income Tax, Tax Returns, Accounting, CPA, Tax Research, Financial Reporting, FIN 48, SEC Filings, GAAP
Education
Hofstra University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Paradigm Tax Group April 2014 - Present
Blake Property Tax Solutions November 2013 - March 2014
Sears Holdings Corporation December 2012 - October 2013
General Growth Properties August 2009 - November 2012
True Partners Consulting February 2008 - July 2009
Deloitte Tax & Thomson Reuters Tax and Accounting May 2006 - January 2008
Law Office of Michael Griffin January 2003 - April 2006
Skills
Property Tax, Personal Property, Notary Public, Illinois, Commercial Real Estate, Shopping Centers, Management, Residential Homes, Appraisals, Property, Valuation, Leases, Due Diligence, Fixed Assets, Real Estate, Retail, Negotiation, Tax Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Marketing
Loyola University Chicago
Bachelor of Arts (B.A.), Mass Communication/Media Studies
St. Viator High School 1982 — 1986
St. Hubert 1974 — 1982
KPMG September 2011 - Present
Iron Mountain February 2009 - September 2011
True Partners Consulting June 2007 - February 2009
Ernst & Young March 1999 - April 2004
Arthur Andersen 1997 - 1998
Education
Boston University School of Law 1998 — 2002
LL.M., Law
Skidmore College
BA, Political Science, History
Western New England College School of Law
JD, Law
The Law Offices of Jonathan D. Oppenheimer, P.C. December 2010 - Present
RSM McGladrey November 2009 - December 2010
True Partners Consulting December 2008 - August 2009
UHY Advisors October 2007 - November 2008
Arthur Andersen, LLC June 2001 - May 2002
Skills
Tax, Transfer Pricing, Property Tax, International Tax, State Tax, Auditing
Education
University of Illinois College of Law 2003 — 2006
JD
Kenyon College 1997 — 2001
BA
Belmont Hill School 1993 — 1997
High School
KPMG LLP August 2013 - Present
True Partners Consulting December 2005 - May 2013
KPMG February 2003 - December 2005
Arthur Andersen September 1998 - May 2002
FedEx July 1995 - August 1998
Skills
Tax, Property Tax, Tax Research, Accounting, Income Tax, Tax Accounting, Corporate Tax, Sales Tax, Due Diligence, Sarbanes-Oxley Act, Auditing, Tax Law, International Tax, Financial Analysis, Financial Reporting, Mergers, Internal Controls, Tax Advisory, Transfer Pricing, SEC filings
Education
Colorado Christian University 2008 — 2010
MBA, Project Management Certification
Christian Brothers University 1990 — 1995
Bachelors -, Accounting, Finance and Economics
U.S. Renal Care February 2015 - Present
U.S. Renal Care June 2014 - February 2015
CNA Insurance November 2013 - June 2014
CNA Insurance July 2011 - October 2013
Tribune Company March 2010 - July 2011
True Partners Consulting January 2008 - March 2010
True Partners Consulting August 2006 - December 2007
PepsiAmericas 2003 - 2006
Skills
Tax, Corporate Tax, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Accounting, GAAP, SEC filings, Financial Reporting, Tax Research, Tax Preparation, Auditing, US GAAP, Financial Statements, CPA
Education
DePaul University 2001 — 2003
Bachelors, Accounting
True Partners Consulting December 2005 - Present
Deloitte & Touche 2002 - 2003
Arthur Andersen LLP 1991 - 2002
Skills
Accounting, Auditing, Corporate Tax, Due Diligence, Income Tax, International Tax, Property Tax, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Advisory, Tax Research
Education
Southern Illinois University, Edwardsville 1971 — 1975
BS, Accounting & Business Administration
Cleveland State University
True Partners Consulting 2008 - Present
Deloitte May 2003 - October 2008
KPMG May 2002 - April 2003
Arthur Andersen June 1999 - May 2002
Education
New York University School of Law 1995 — 1996
Ll.M., Taxation
Loyola Law School, Los Angeles 1992 — 1995
JD, Tax
The University of Chicago 1981 — 1985
BA, Behavorial Sciences
EY August 2014 - Present
Accuracy November 2012 - July 2014
True Partners Consulting November 2010 - January 2012
True Partners Consulting May 2009 - August 2009
Lavin & Waldon, P.C. May 2008 - May 2009
Ernst & Young May 2006 - August 2006
PricewaterhouseCoopers January 2006 - April 2006
Skills
Tax, CPA, Tax Research, Tax Law, Corporate Tax, International Tax, Mergers & Acquisitions, Tax Accounting, Income Tax, Accounting, Estate Planning, Financial Analysis, Financial Reporting, Tax Preparation, Partnership Taxation, Financial Accounting, Due Diligence, Transfer Pricing, Transaction Advisory...
Education
Loyola University Chicago School of Law 2007 — 2010
JD, Tax, General
University of South Carolina - Darla Moore School of Business 2006 — 2007
MAcc, Accounting, Tax
University of South Carolina - Darla Moore School of Business 2002 — 2005
B.S., Accounting
Andersen Tax May 2014 - Present
True Partners Consulting August 2012 - May 2014
Marcum LLP January 2009 - July 2012
Skills
Corporate Tax, SEC filings, GAAP, Tax Research, Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Accounting, Tax Returns
Education
Dowling College
Bachelor of Business Administration (B.B.A.), Accounting
Ostrow Reisin Berk & Abrams, Ltd. November 2014 - Present
The Law Offices of Max Elliott, Ltd. May 2014 - November 2014
The Law Offices of Gary Waitzman October 2012 - January 2014
True Partners Consulting June 2010 - May 2011
Valparaiso University August 2006 - May 2009
Skills
Tax Preparation, Tax Research, Budgets, US GAAP, Legal Writing, Trusts, Legal Research, Elder Law, Family Law, Estate Planning, Asset Protection, Real Estate, Financial Analysis, Financial Accounting, Income Tax, Tax, Tax Accounting, Partnership Taxation, Succession Planning, Estate & Gift Taxation
Education
DePaul University College of Law 2009 — 2012
JD, Law
Valparaiso University 2005 — 2009
Bachelor's Degree, Accounting and Finance, Cum Laude
Carmel Catholic
Natoma Partners, LLC June 2013 - Present
True Partners Consulting November 2012 - May 2013
True Partners Consulting June 2011 - November 2012
Huron Consulting Group July 2007 - June 2011
Huron Consulting Group July 2003 - July 2007
Skills
Forensic Accounting, Forecasting, Performance Management, Budgets, Staffing Analysis, Human Resources, Leadership, Finance, Onboarding, Analysis, Management, Financial Analysis, Accounting
Education
Miami University 1999 — 2003
B.S., Finance
Robert Half/Office Team March 2014 - April 2015
Chaos to Order, Professional Organizers January 2013 - February 2015
True Partners Consulting April 2006 - November 2012
Sara Lee Corporation 1990 - 2006
Skills
Management, Event Planning, Start-ups, Project Planning, Benefits Administration, Meeting Planning, Corporate Events, Microsoft Excel, Accounting, PowerPoint, Outlook, Office Management, Mergers & Acquisitions, Microsoft Office, Auditing
Education
National-Louis University
BA, Human Services
True Partners Consulting Finance - SupervisorVerizon WirelessJanuary 2004 - November 2009
Education
Humboldt State University 1998 — 2002
BS, Business Administration
General Motors June 2015 - Present
EY October 2013 - February 2015
Ernst & Young January 2012 - September 2013
Accounting Department, College of Business, Florida State University January 2011 - December 2011
Accounting Department, College of Business, Florida State University May 2011 - August 2011
True Partners Consulting May 2010 - August 2010
Monetary Authority of Singapore July 2007 - July 2009
David Ong & Company January 2003 - February 2003
Skills
Accounting, Auditing, Internal Controls, Tax Accounting, CPA, SEC filings, Legal Research, OneSource, 5471s and 8858s..., 1120s, State returns review..., Tax Research, Corporate Tax, Income Tax, Tax
Education
Florida State University - College of Business 2009 — 2011
Master of Accountancy, Taxation
The University of Texas at Austin
LLB, Law
University of Melbourne
LLB, Law
True Partners Consulting January 2014 - Present
True Partners Consulting January 2012 - December 2013
True Partners Consulting January 2010 - December 2011
James D.A. Holley September 2007 - January 2010
Skills
Tax Accounting, Tax Compliance, Corporate Tax, Income Tax, Tax, Accounting, Tax Research, Tax Returns, Tax Advisory, Sales Tax, SEC filings, CPA
Education
Florida State University 2009 — 2009
Masters of Accounting, Tax
Florida State University - College of Business 2005 — 2008
Bachelors of Science, Accounting
True Partners Consulting January 2015 - Present
True Partners Consulting January 2014 - December 2014
True Partners Consulting September 2012 - December 2013
Unisem January 2012 - September 2012
Unisem April 2010 - January 2012
Skills
Forecasting, US GAAP, Account Reconciliation, Financial Accounting, Financial Reporting, Invoicing, Financial Analysis, Cost Accounting, Finance, Auditing, Financial Statements, Accounting, Cash Flow, Cash Flow Forecasting, Fixed Assets, Analysis, Budgets, Variance Analysis, Tax
Education
Santa Clara University - Leavey School of Business 2007 — 2009
BS in Commerce, Finance, 3.84
De Anza College 2005 — 2007
Business Administration, 4.0
Fortinet March 2015 - Present
Intuitive Surgical March 2012 - March 2015
Novellus Systems October 2010 - March 2012
True Partners Consulting August 2006 - September 2010
Rowbotham & Company LLP August 2005 - August 2006
Education
California State University-East Bay
MSCS,MBA
EY May 2014 - Present
True Partners Consulting October 2011 - April 2014
Affinity Tax Group, LLC January 2009 - October 2011
Skills
Tax, Accounting, Excel, Compliance, GoSystems, Income Tax, Tax Research, Microsoft Excel, Corporate Tax, International Tax, GAAP
Education
James Madison University 2004 — 2008
BBA, Accounting
True Partners Consulting February 2011 - Present
ZF Group May 2008 - March 2011
DePaul University 2007 - 2011
Skills
Accounting, Corporate Tax, Income Tax, Tax Returns, Tax, Financial Statements, Financial Analysis, Cash Flow
Education
DePaul University 2007 — 2011
Bachelor of Science, Commerce; Accountancy
Krasnodar State University
Bachelor's of Business Administration, Management
True Partners Consulting September 2014 - Present
Marsh & Mclennan Companies July 2010 - August 2014
New York Community Bank January 2007 - August 2008
Skills
Auditing, Cash Flow, Analysis, Internal Audit, Tax, US GAAP, Financial Statements, Microsoft Excel, Invoicing, Journal Entries, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Financial Reporting, Financial Modeling, Finance, Due Diligence
Education
Hofstra University, Frank G. Zarb School of Business 2008 — 2010
MASTER OF BUSINESS ADMINISTRATION; CPA, ACCOUNTING
Hofstra University 2003 — 2006
BACHELOR OF BUSINESS ADMINISTRATION, FINANCE
Garden City High School
True Partners Consulting January 2009 - Present
Skills
OneSource Tax Provision, GoSystems, FAS109, CorpTax, Corporate Tax, FIN 48, International Tax, Tax, Income Tax, State Tax, Tax Advisory, Foreign Tax Credit, Tax Research, Tax Accounting, FAS 5, Use Tax, Property Tax
Education
Florida State University - College of Business 2004 — 2008
Accounting & Finance
Sagent Management October 2012 - Present
True Partners Consulting June 2012 - August 2012
Sports Trend October 2008 - May 2012
East Bay Asian Local Development Corporation January 2012 - April 2012
Skills
Stata, TaxWise, GoSystems, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
City College of San Francisco 2008 — 2010
Accounting
True Partners Consulting September 2015 - Present
Education
Florida State University 2014 — 2015
Master’s Degree, Taxation
Old Dominion University 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Chang, Chang, Chen & Company, CPA's 2010 - 2013
True Partners Consulting June 2008 - August 2008
IHS June 2006 - August 2006
Skills
CPA, Accounting, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Sales Tax, Financial Reporting, Financial Accounting, Partnership Taxation, High Net Worth..., Multi-state tax returns, Consolidated Financial..., Auditing, Financial Audits, Payroll Taxes, Trust Taxation, Not for Profit
Education
DePaul University 2007 — 2009
Master of Science
University of Iowa 2005 — 2007
Master of Business Administration (MBA)
True Partners Consulting July 2014 - Present
Corptax February 2008 - May 2014
Gap Inc. July 2001 - February 2008
Sunrise Senior Living 1998 - 1999
Deloitte October 1993 - October 1998
Skills
Tax Accounting, CPA, Corporate Tax, Tax Returns, Tax Research, Accounting for Tax...
Education
American University 1995 — 1997
Master's Degree, Taxation
Old Dominion University 1986 — 1990
Bachelor's Degree, Accounting