UHY Advisors

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UHY Advisors Employees

Employee
Years
Job
Industry
Lisa Ellingsen Lisa Ellingsen Houston, Texas Details
Lisa Ellingsen's UHY Advisors Experience 2005 - 2008
Job
Industry Consumer Services
Experience
DISA Global Solutions, Inc.   April 2015 - Present
EP ENERGY  November 2012 - April 2015
EP ENERGY  May 2012 - November 2012
El Paso Corporation  March 2008 - May 2012
UHY Advisors   2005 - 2008

Skills
Succession Planning, Performance Management, Leadership Development, Workforce Planning, HRIS, Deferred Compensation, Human Resources, College Recruiting, Employee Relations, Applicant Tracking..., Recruiting, Talent Management, Employee Benefits, Employment Law, Technical Recruiting, Sourcing, HR Policies, Onboarding, Talent Acquisition, Change Management, Strategy, PeopleSoft, Management

Education
Norwegian School of Management BI   2003 — 2005
MSc

University of North Texas   1995 — 1998
BA

Sonia Horowitz Sonia Horowitz Houston, Texas Area Details
Sonia Horowitz's UHY Advisors Experience February 2005 - March 2012
Job Global Mobility Tax Manager Baker Hughes
Industry Accounting
Experience
Baker Hughes  September 2014 - Present
Aker Solutions  March 2012 - September 2014
UHY Advisors   February 2005 - March 2012
PricewaterhouseCoopers  January 2002 - January 2005

Skills
Expatriate Tax, Tax Equalization, Big 4, Expatriate Management, Global Mobility, Income Tax, International Tax, Tax, Tax Accounting, Tax Law, Tax Research, US Tax, Tax Advisory, Management, Tax Preparation

Education
Baylor University   1997 — 2001
Bachelors of Business Administration, Management Information Systems (MIS)

Colter Lewis Colter Lewis Houston, Texas Area Details
Colter Lewis's UHY Advisors Experience 2000 - 2006
Job President, Houston The Northern Trust Company
Industry Banking
Experience
The Northern Trust Company  2013 - Present
Northern Trust  2009 - 2013
Northern Trust  2005 - 2009
UHY Advisors   2000 - 2006
Aiello / Berkshire Associates   1995 - 1999

Skills
Investment Advisory, Private Banking, Estate Planning, Wealth Management, Alternative Investments, Hedge Funds, Private Equity, Financial Planning, Insurance Planning, Philanthropy, Charitable Giving..., Charitable Trusts, Trusts, Trust Management, Investments, Investment Strategies, Wealth Transfer, Succession Planning, Business Planning, Strategy, Wealth, Strategic Financial..., Investment Management, Financial Services, High Net Worth..., Wealth Management..., Portfolio Management, Financial Advisory, Certified Financial..., Fixed Income, Equities, Asset Allocation, Finance, Risk Management

Education
Abilene Christian University   1991 — 1995
B.B.A., Accounting

The University of Chicago - Booth School of Business   2009 — 2010
CERTIFIED PRIVATE WEALTH ADVISOR®, Estate planning, philanthropy, taxation, investments and behavioral finance

College for Financial Planning   2000 — 2002
CERTIFIED FINANCIAL PLANNER (CFP®), Financial consulting, Estate/Charitable planning, Investments, Taxation, Retirement planning

The American College   1998 — 2000
CHARTERED FINANCIAL CONSULTANT (ChFC), Estate planning, Taxation, Insurance, Retirement and Investments

Nader Islam Nader Islam Houston, Texas Area Details
Nader Islam's UHY Advisors Experience September 2008 - June 2011
Job Contract Compliance Global Finance at Noble Energy
Industry Accounting
Experience
Noble Energy  June 2011 - Present
UHY Advisors   September 2008 - June 2011

Skills
Accounting, Financial Reporting, US GAAP, Internal Controls, Auditing, SEC filings, GAAP, Assurance, Internal Audit, Financial Statements, Sarbanes-Oxley Act, CPA, Financial Accounting, Project Management, SEC Filings

Education
The University of Texas at Austin - Red McCombs School of Business   2007 — 2008
Master of Professional Accounting, Accounting

The University of Texas at Austin - The Red McCombs School of Business   2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting

Austin Community College   2004 — 2005
Accounting and Business/Management

Ben Hartman Ben Hartman Greater Detroit Area Details
Ben Hartman's UHY Advisors Experience May 2014 - Present
Job Analyst at UHY Advisors Corporate Finance
Industry Financial Services
Experience
UHY Advisors   May 2014 - Present
Huntington National Bank  December 2012 - May 2014
Mesirow Financial  March 2012 - November 2012
Mesirow Financial  October 2011 - March 2012

Skills
Microsoft Office, Excel, PowerPoint, Insurance, Microsoft Word, Data Analysis, Employee Benefits, Outlook, Finance, Customer Service, Research, Microsoft Excel, Risk Management, Access

Education
DePaul University   2007 — 2011
Bachelor of Science, Finance

Anna Whiting Anna Whiting Tomball, Texas Details
Anna Whiting's UHY Advisors Experience 2004 - 2007
Job Working
Industry Oil & Energy
Experience
Cadence Bank, N.A.   Executive AssistantEncoreBank2008 - 2013
Perfect Property   2007 - 2008
UHY Advisors   2004 - 2007
Deloitte  2001 - 2004
Andersen  2000 - 2001

Skills
Administrative..., Microsoft Excel, Time Management, Outlook, File Management, Invoicing, Lotus Notes, Data Entry, PowerPoint, Microsoft Word, Real Estate, Strategic Planning, Microsoft Office, Customer Service, Banking

Education
Center for Advanced Legal Studies   1992 — 1993
Paralegal Certificate, Paralegal

Prairie View A&M University
Computer Engineering Technology

Bette Sibley Bette Sibley Baltimore, Maryland Area Details
Bette Sibley's UHY Advisors Experience September 2007 - Present
Job Assistant Controller at UHY Advisors
Industry Accounting
Experience
UHY Advisors   September 2007 - Present
Peacock Condron Anderson & Co.   January 1998 - August 2007
Stegman & Company  September 1987 - January 1998

Skills
Auditing, Human Resources, Tax, Accounting, Finance, Small Business, Financial Statements, CPA, Corporate Tax, GAAP

Education
Catonsville Community College   1971 — 1972
General

Catonsville High School   1969 — 1971

Anthony Dans Anthony Dans Studio City, California Details
Anthony Dans's UHY Advisors Experience October 2007 - January 2009
Job CPA, MBT specializing in taxation and business management
Industry Accounting
Experience
Anthony Dans & Company, CPAs   January 2009 - Present
UHY Advisors   October 2007 - January 2009
Lodgen, Lacher, Golditch, Sardi & Howard, LLP   November 2005 - October 2007
Dubnoff Center for Child Development  2007 - 2007
PricewaterhouseCoopers  August 2000 - March 2004
Kenneth Leventhal & Company, CPAs   1984 - 1988
Arthur Young & Company  1980 - 1983

Skills
Tax, Compliance, Real Estate, Tax Services, Accounting, Corporate Tax, CPA, Tax Accounting, Tax Research, International Tax, Partnership Taxation, Financial Reporting, GAAP, Internal Controls, Income Tax, Tax Preparation, Auditing, Sarbanes-Oxley Act, Financial Accounting, Tax Returns, Payroll, Tax Advisory, Tax Law, Bookkeeping, Financial Analysis, Account Reconciliation, General Ledger, Managerial Finance, US GAAP, High Net Worth..., Financial Statements, QuickBooks, S Corporations, Cash Flow, Sales Tax, Strategic Financial..., Assurance, Forensic Accounting, Due Diligence

Education
University of Southern California - Marshall School of Business   2009 — 2011
Master of Business Taxation

California State University-Northridge   1978 — 1980
B.S.

Deborah Saunders Deborah Saunders Houston, Texas Area Details
Deborah Saunders's UHY Advisors Experience May 2001 - June 2002
Job Director of Marketing at Integrated Benefits Solutions (Formerly Bashaw & Atherton)
Industry Financial Services
Experience
Integrated Benefits Solutions (Formerly Bashaw & Atherton)   November 2012 - Present
Meritage Homes  August 2011 - August 2012
CardioNexus, affiliate of Panasonic Healthcare   September 2010 - June 2011
Therapy Track LLC   June 2009 - March 2010
Vertex Financial   March 2008 - March 2009
McConnell Jones Lanier & Murphy LLP  November 2004 - November 2007
Gainer, Donnelly & Desroches, LLP   October 2002 - May 2004
UHY Advisors   May 2001 - June 2002
WorldByNet   1999 - 2001
Faro Pharmaceuticals   1997 - 1999

Skills
Business Development, Healthcare, Strategic Planning, Business Planning, Budgets, Sales, Mergers, Marketing Strategy, Accounting, Marketing Communications, Financial Analysis, Business Strategy, Marketing, New Business Development, Project Management, Mergers & Acquisitions, Public Speaking, Customer Service, Small Business, Management Consulting, Email Marketing, Recruiting, Executive Management, Start-ups, Finance, Account Management, Team Building, Entrepreneurship, CRM, Management, Strategic Partnerships, Lead Generation, Salesforce.com, Training, Sales Operations, Sales Process, Strategy, Cross-functional Team..., Advertising, Negotiation, E-commerce

Education
Bauder College
Degree, Merchandising/Marketing

James Esswein James Esswein Houston, Texas Area Details
James Esswein's UHY Advisors Experience 2004 - 2007
Job Manager at Axia Resources
Industry Accounting
Experience
Axia Resources  May 2007 - Present
UHY Advisors   2004 - 2007
Jefferson Wells  May 2000 - July 2003
Transocean  1998 - 1999
Unocal  1993 - 1997
Unocal  1990 - 1993
Unocal  1980 - 1990

Skills
Enterprise Risk..., Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Reporting, Risk Assessment, Accounting, COBIT, IFRS, Auditing, Financial Accounting, International Tax, Assurance

Education
University of Houston-Clear Lake   1997 — 2001
MBA, International

California State University-Northridge   1974 — 1980
BS, Business Administration - Accounting

Dale Largent Dale Largent York, Pennsylvania Details
Dale Largent's UHY Advisors Experience May 2012 - March 2013
Job Senior Sales Tax Accountant Audit Lead at Dentsply
Industry Accounting
Experience
Dentsply  June 2013 - Present
UHY Advisors   May 2012 - March 2013
TNS NFO  March 2007 - November 2011
Thomson Reuters (dba Creative Solutions)   May 2005 - March 2007
HCR ManorCare  July 1998 - May 2005
HCR ManorCare  May 1997 - July 1998
Beutler & Associates   January 1994 - April 1997

Skills
Corporate Tax, Tax Compliance, Sales Tax, Property Tax, Tax, Audit Defense

Education
University of Toledo   1993 — 1996
BS, Accounting

Cedarville University   1991 — 1993

Toledo Christian School   1978 — 1991

Eric Joel Hernandez Eric Joel Hernandez Albany, New York Details
Eric Joel Hernandez's UHY Advisors Experience January 2012 - December 2013
Job Audit Intern at UHY Advisors
Industry Accounting
Experience
UHY Advisors   January 2012 - December 2013
Stevens Wilcox CPA Firm   June 2011 - September 2011

Skills
Excel, Word, Access, PowerPoint, Accounting, prosystem fx, Tax Preparation, Adobe Software, Financial Accounting

Education
City University of New York-Hunter College   2013 — 2014
Master's Degree, Accounting

State University of New York at Albany   2008 — 2012
BS, Accounting

Aleksandra Waterstreet Aleksandra Waterstreet Greater Atlanta Area Details
Aleksandra Waterstreet's UHY Advisors Experience 2006 - 2010
Job Accounting Manager at Guided Therapeutics inc.
Industry Accounting
Experience
Guided Therapeutics inc.  January 2013 - Present
Guided Therapeutics inc.  February 2011 - Present
UHY Advisors   2006 - 2010

Education
Politechnika Radomska im. Kazimierza Pułaskiego   2000 — 2001
Master, Accounting/ Insurance

Politechnika Radomska im. Kazimierza Pułaskiego   1996 — 2000
Bachelor, Accounting/ Insurance

Georgia State University - J. Mack Robinson College of Business
Post-baccalaureate

Gary Choolfaian, CPA Gary Choolfaian, CPA Greater New York City Area Details
Gary Choolfaian, CPA's UHY Advisors Experience January 1998 - October 2006
Job Principal at MBAF CPA's, LLC
Industry Accounting
Experience
MBAF CPAs, LLC.   October 2006 - Present
UHY Advisors   January 1998 - October 2006
Ferro Berdon & Company, CPA's   1994 - 1998
Blumenkrantz and Co PC   1979 - 1994

Skills
Tax, Accounting, Professional Services, Mergers & Acquisitions, Partnership Taxation, Tax Advisory, Financial Services, Tax Preparation, CPA, GAAP, Tax Research, Corporate Tax, Tax Accounting, Forensic Accounting, Tax Returns, Income Tax, Financial Planners, Internal Controls, Financial Reporting, Auditing, US GAAP, QuickBooks, SEC filings

Education
City University of New York-Herbert H. Lehman College   1974 — 1979
BS, Accounting

Cardinal Spellman   1970 — 1974
High School

David Sirois David Sirois Greater Boston Area Details
David Sirois's UHY Advisors Experience 2004 - 2007
Job Director, Finance and SEC Reporting
Industry Renewables & Environment
Experience
Sprague Resources LLC   April 2013 - Present
Sprague Energy  November 2011 - April 2013
GT Advanced Technologies  September 2007 - June 2011
UHY Advisors   2004 - 2007
Grant Thornton LLP  1989 - 2004
Grant Thornton LLP  1984 - 1988

Skills
SEC filings, GAAP, IPO, US GAAP, Revenue Recognition, Stock Compensation, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Accounting, CPA, Financial Analysis, Due Diligence, Sarbanes-Oxley, Mergers, Internal Audit, Financial Accounting, Consolidation, Forecasting, Tax, Managerial Finance, IFRS, Corporate Finance

Education
Babson College
BS, Business Administration, Accounting

Marissa Pepe Turrell Marissa Pepe Turrell Greater Boston Area Details
Marissa Pepe Turrell's UHY Advisors Experience January 2005 - April 2010
Job Director at Marcum LLP
Industry Financial Services
Experience
Marcum LLP  January 2015 - Present
Delphi Valuation Advisors, Inc.   September 2013 - January 2015
Marcum LLP  April 2010 - August 2013
UHY Advisors   January 2005 - April 2010
Harvard University  2002 - 2003
Excelligence Learning Corp  2001 - 2002
GeoPartners Ventures   2000 - 2001

Skills
Business Valuation, Accounting, Financial Analysis, Auditing, Mergers, Litigation Support, Due Diligence, Mergers & Acquisitions, CPA, Tax, Equities, Forensic Accounting, Valuation

Education
Boston University Questrom School of Business   2003 — 2005
MS-MBA, Finance, Accounting

Cornell University   1995 — 1999
AB, Psychology

Ann Quratul Ann Quratul Indianapolis, Indiana Details
Ann Quratul's UHY Advisors Experience January 2011 - April 2011
Job Staff Accountant at Firestone Building Products
Industry Accounting
Experience
Firestone Building Products  December 2014 - Present
Frutarom  December 2013 - August 2014
LeverPoint Management, LLC  February 2013 - June 2013
Regeneron Pharmaceuticals  June 2011 - February 2013
UHY Advisors   January 2011 - April 2011
GE  June 2010 - November 2010
Regeneron Biopharmaceutical   April 2008 - November 2008
Trend Marketing  October 2002 - April 2008

Skills
Accounting, Microsoft Excel, Team Leadership, Microsoft Office, Microsoft Word, Finance, Cost Accounting, Invoicing, Customer Service, Account Reconciliation, General Ledger, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Internal Controls

Education
Siena College   2009 — 2010
Master, Accounting and Finance

Siena College   2008 — 2009
B.S, Accounting and Finance

University at Albany, SUNY   2008 — 2008
n/a, Business Law: Accounting and Finance

Seneca College of Applied Arts and Technology   2003 — 2007
n/a, Accounting / Finance

Lahore College for Women University   1997 — 2001
Bachelor's Degree, Mathematics and Statistics

Ivan Walker Ivan Walker Greater Atlanta Area Details
Ivan Walker's UHY Advisors Experience January 2005 - Present
Job Senior Financial Consultant/Controller Cox Communications UHY, Inc.
Industry Accounting
Experience
UHY Advisors   January 2005 - Present
Cox Communications  2012 - 2012
Lehan Partners, LLC  2011 - 2011
WinCup  2011 - 2011
Callaway Partners & Huron   2004 - 2005
Callaway Partners  August 2004 - December 2004
Snap On Tools  December 2001 - April 2004
SSA Global/SSA Southeast/iWork Software   November 1997 - April 2001
Primary Capital Advisors  2001 - 2001
Merial-Select Labs   October 1993 - October 1997

Skills
PeopleSoft, Hyperion Enterprise, Oracle E-Business Suite, Lean Manufacturing, Operations Management, Financial Reporting, Cost Accounting, Operational Cost..., SOX Compliancy, Operational Planning, Capital Projects, Team Building, Team Leadership, Six Sigma, Foreign Exchange..., Consolidated Financial..., Sales Presentations, Public Relations, Public Speaking, Marketing Strategy, Creative Solutions, Executive Coaching, Corporate Training, Corporate Finance, Baan ERP, Microsoft Office, SAP, JD Edwards, Pharmaceutical Industry, Management Consulting, Continuous Improvement, Business Process..., Construction Accounting, Automotive, SOX 404, Asset Managment, Employee Benefits, Risk Management, Property & Casualty..., BPCS, Leadership, Business Objects, Forensic Accounting, Financial Accounting, Human Resources, Purchase Management, Transportation..., Industrial Safety, Manufacturing..., Hospitality Management

Education
University of North Georgia   1991 — 1992
MBA, Work Towards Masters Business & Education

Brenau University   1985 — 1989
BS, Accounting

Georgia Southern University   1984 — 1989

North Georgia Technical College   1983 — 1984
Accounting/Business

Young Harris College   1981 — 1984
AA, General Studies

Sara Andzeiczak, CPA Sara Andzeiczak, CPA Greater Detroit Area Details
Sara Andzeiczak, CPA's UHY Advisors Experience November 2004 - January 2014
Job Tax Accountant
Industry Accounting
Experience
Iannuzzi Manetta & Company, P.C.   September 2015 - Present
Chrysler Group LLC  January 2014 - August 2015
UHY Advisors   November 2004 - January 2014

Skills
GAAP, CPA, Financial Reporting, Accounting, Corporate Tax, Tax Accounting, Income Tax

Education
Eastern Michigan University   1999 — 2004
BBA, MSA, Accounting

Boston University   1998 — 1999
Biology

Charli K. Norris, CPA Charli K. Norris, CPA Dallas, Texas Details
Charli K. Norris, CPA's UHY Advisors Experience January 2012 - November 2014
Job Tax Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  January 2012 - Present
UHY Advisors   January 2012 - November 2014
UHY Advisors   February 2011 - May 2011
Republic Airways Holdings, Inc.   June 2010 - August 2010
National Cheerleaders Association  April 2007 - September 2009

Skills
Leadership, Tax Research, Financial Reporting, Income Tax, Accounting, Time Management, Partnership Taxation, Team Building, Recruiting, Research, CPA, Tax Advisory

Education
Baylor University - Hankamer School of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Entrepreneurship

Lindsay Hargrove Lindsay Hargrove Dallas, Texas Details
Lindsay Hargrove's UHY Advisors Experience November 2011 - August 2012
Job Accounting Manager at ONE Management Services Company
Industry Hospital & Health Care
Experience
ONE Management Services Company (OMSC - formerly ORVA Management Services Co)   June 2014 - Present
Forest Park Medical Center  December 2012 - May 2014
UHY Advisors   November 2011 - August 2012
EY  January 2006 - November 2008

Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Meditech, Financial Analysis, Process Improvement, Auditing, Budgets, Financial Statements, Tax Returns, General Ledger, Variance Analysis, GAAP, Account Reconciliation, Revenue Recognition, Assurance, Consolidation, Forecasting, Tax Accounting, Financial Audits, QuickBooks, Cash Flow Forecasting, Tax Research, Big 4, Sales Tax

Education
The University of Texas at Dallas   2009 — 2010
Master of Science (M.S.), Healthcare Administration

Baylor University - Hankamer School of Business   2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting

Andrew Gilbert, CPA Andrew Gilbert, CPA Greater Detroit Area Details
Andrew Gilbert, CPA's UHY Advisors Experience January 2012 - January 2014
Job Controller at Midwest Center for Dermatology & Pathology
Industry Accounting
Experience
Midwest Center for Dermatology & Pathology   February 2014 - Present
UHY Advisors   January 2012 - January 2014
UHY Advisors   January 2011 - December 2011
UHY Advisors   January 2009 - December 2010
UHY Advisors   October 2006 - December 2008

Skills
Tax, Corporate Tax, GAAP, Tax Preparation, CPA, Tax Research, Accounting, Tax Accounting, Partnership Taxation, US GAAP, Internal Controls, Financial Statements, Financial Reporting, Income Tax

Education
Walsh College   2001 — 2006
Undergraduate and Graduate, Accounting

Albion College

Melisse Reynolds Melisse Reynolds Houston, Texas Area Details
Melisse Reynolds's UHY Advisors Experience August 2001 - June 2012
Job Assistant Controller at LeFrak Energy
Industry Accounting
Experience
LeFrak Energy   September 2014 - Present
Paradigm  June 2012 - August 2014
UHY Advisors   August 2001 - June 2012

Skills
US GAAP, SEC filings, GAAP, Accounting, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls, Financial Accounting, SEC Filings, Sarbanes-Oxley, Revenue Recognition, External Audit

Education
Baylor University   1996 — 2001
BBA/MACC, Accounting

Baylor University - Hankamer School of Business   1996 — 2001
BBA, Accounting

Nate Landreth, CPA Nate Landreth, CPA Waco, Texas Area Details
Nate Landreth, CPA's UHY Advisors Experience February 2011 - April 2011
Job Motivated, trusted, and talented professional offering a unique combination of professional skills and experience
Industry Accounting
Experience
Cornerstone Group  March 2013 - Present
The Bear Caves   June 2008 - Present
CVP Productions   January 2002 - Present
UHY, LLP  January 2012 - March 2013
UHY Advisors   February 2011 - April 2011

Skills
Auditing, QuickBooks, Quicken, ProSystem fx Tax, Tax Preparation, Tax Returns, CCH ProSystem fx, Microsoft Office, Microsoft Excel, MS Project, FrontPage, Project Management, AutoCAD, Real Estate Development, Custom Homes, Real Estate Transactions, Real Estate License, Video Production, Video Editing, Videography, Adobe Creative Suite, Premiere, Media Production, Multi-camera Directing, Camera Operating, Switching, DVD Duplication, Private Pilot, Tax Accounting, CPA, Accounting, Tax, Finance, Income Tax, Partnership Taxation, US GAAP, Financial Statements, Real Estate, Budgets, Financial Analysis, Access, Internal Controls, Account Reconciliation, Financial Reporting, Cash Management, Visio, Projection, Outlook, PowerPoint, Accounts Receivable

Education
Baylor University - Hankamer School of Business   2008 — 2010
BBA, Accounting, Distribution Management & Technology

Elzbieta Quintana, CPA Elzbieta Quintana, CPA Greater New York City Area Details
Elzbieta Quintana, CPA's UHY Advisors Experience January 2012 - June 2014
Job Audit Manager at AIG
Industry Accounting
Experience
AIG  June 2014 - Present
UHY Advisors   January 2012 - June 2014
Network for Teaching Entrepreneurship  July 2008 - August 2011
Network for Teaching Entrepreneurship  February 2008 - June 2008
New York Life Insurance Company  January 2008 - April 2008
Hot & Tasty Corp.   June 2003 - November 2007

Skills
Accounting, Financial Analysis, Auditing, US GAAP, Internal Controls, Financial Accounting, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Financial Statements, General Ledger

Education
Baruch College, City University of New York (CUNY)   2009 — 2011
MBA, Accounting

   1999 — 2005
MS, Management and Marketing

Ana Prieto Ana Prieto Houston, Texas Area Details
Ana Prieto's UHY Advisors Experience March 2007 - March 2010
Job Senior Internal Control IT Analyst at HCC Insurance
Industry Accounting
Experience
HCC Insurance  May 2012 - Present
Independent Consultant  September 2010 - May 2012
UHY Advisors   March 2007 - March 2010
MFR, PC  2010 - 2010
Eagle Global Logistics  2006 - 2007
GCRM Solutions, LLC   2005 - 2006
PricewaterhouseCoopers  January 1999 - December 2000

Skills
CISA, Audit, SOX, Internal Controls, Internal Audit, Risk Assessment, IT Audit, Sarbanes-Oxley Act, Auditing, Management, Sarbanes-Oxley, Security, Information Technology, Enterprise Risk..., Risk Management, External Audit, SAS70, COSO, Business Continuity, Financial Risk, Governance, CRISC, Information Security, COBIT

Education
Boise State University   2000 — 2004
ESL

Universidad del Valle (CO)   1993 — 1995
Specialization, Networking and Telecommunications

Universidad INCCA de Colombia   1978 — 1983
System Information Enginner

Dale Gillmore Dale Gillmore Charlotte, North Carolina Area Details
Dale Gillmore's UHY Advisors Experience December 1997 - September 2005
Job Chief Financial Strategist at Make An Impact Consulting, Inc.
Industry Investment Banking
Experience
Make An Impact Consulting, Inc.   January 2015 - Present
Boatsman Gillmore Wagner PLLC   October 2006 - December 2014
Ernst & Young  August 2005 - November 2006
UHY Advisors   December 1997 - September 2005

Skills
Tax Law, Corporate Tax, Accounting, Client Service, Due Diligence, M&A experience, Strategic Financial..., Financial Services, Business Valuation, Estate Planning, Cash Flow, Tax, Financial Accounting, Risk Management, CPA, Financial Reporting, Financial Analysis, Auditing, Management Consulting, Business Strategy, Entrepreneurship, Small Business, Internal Controls, Mergers & Acquisitions, Income Tax, Tax Preparation, Leadership, Start-ups, Tax Research, Financial Planners, Tax Advisory, Partnership Taxation, GAAP, S Corporations, Tax Accounting, International Tax, LLC, Tax Returns, General Ledger, Sales Tax, Financial Audits, Sarbanes-Oxley Act, US GAAP, Financial Statements, Managerial Finance, Executive Management, Cost Accounting, Business Planning, Enterprise Risk..., Valuation

Education
Walsh College   2000 — 2003
MST, Taxation

Central Michigan University   1993 — 1997
BSBA, Accounting, Logistics

Brad Curell Brad Curell Greater Detroit Area Details
Brad Curell's UHY Advisors Experience January 2008 - May 2009
Job @ Ally Financial
Industry Financial Services
Experience
Ally Financial Inc.  June 2015 - Present
Federal Reserve Bank of Chicago  May 2009 - June 2015
UHY Advisors   January 2008 - May 2009
Federal Reserve Bank of Chicago  June 1999 - January 2008

Skills
Risk Management, Financial Analysis, Financial Risk, Banking

Education
Northwestern University   2012 — 2014
Master's of Science, Predictive Analytics

Olivet Nazarene University   1996 — 1999
BS, Finance, Marketing

Asbury University   1995 — 1996
BS, Finance

Efraim Mauban Efraim Mauban Greater New York City Area Details
Efraim Mauban's UHY Advisors Experience September 2014 - Present
Job Staff Accountant/Tax at UHY Advisors
Industry Accounting
Experience
UHY Advisors   September 2014 - Present
UHY Advisors   January 2014 - August 2014
Murray & Josephson, CPAs, LLC   June 2011 - January 2014
Pellar & Company, LLC   January 2011 - April 2011
PwC’s xTREME Taxation (xTAX)   October 2010 - October 2010
Xiong Residents   May 2008 - August 2008

Skills
Time Management, Lacerte, QuickBooks, Microsoft Excel, Teamwork, Strategic Planning, Financial Statements, Payroll, Auditing, Tax Returns, Account Reconciliation, Tax Preparation, Tax, Tax Accounting, Accounting

Education
Cuny Baruch College, Zicklin School of BusinessNew   2013 — 2014
Master of Science (MS), Taxation

City University of New York-Baruch College   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

Baran Koksal, CIA, CISA Baran Koksal, CIA, CISA Greater New York City Area Details
Baran Koksal, CIA, CISA's UHY Advisors Experience March 2008 - September 2008
Job Advisory Solutions Director at UBS
Industry Banking
Experience
UBS  June 2015 - Present
UBS  September 2008 - Present
UHY Advisors   March 2008 - September 2008
Ernst & Young  September 2002 - February 2008
Interbank  September 1998 - August 2000
Nurol Securities   February 1997 - August 1998

Skills
Internal Audit, Wealth Management, Capital Markets, Investments, Governance, Mergers & Acquisitions, Alternative Investments, Anti Money Laundering, SOX 404, Compliance, Equity Trading, Consulting, Process Improvement, Strategic Planning, Budget Process, Business Analysis, Restructuring, Team Management, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls

Education
Bowling Green State University   2000 — 2002
Master's Degree, Accounting & Information Systems

Ankara University, College of Political Sciences (SBF)
Accounting and Finance

Dan Redman Dan Redman Marlette, Michigan Details
Dan Redman's UHY Advisors Experience January 2010 - November 2010
Job CPA
Industry Automotive
Experience
Nexteer Automotive  July 2015 - Present
Nexteer Automotive  August 2013 - July 2015
Nexteer Automotive  December 2010 - August 2013
UHY Advisors   January 2010 - November 2010
Rehmann  January 2007 - December 2009

Skills
Financial Reporting, US GAAP, Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Corporate Tax, Financial Analysis, Financial Statements, Tax Preparation, Internal Audit, Account Reconciliation, Variance Analysis, IFRS, CPA, GAAP

Education
Central Michigan University   2002 — 2007
BSBA, Accounting & Finance

Brandon Lummus Brandon Lummus Houston, Texas Details
Brandon Lummus's UHY Advisors Experience July 2012 - January 2014
Job Tax Manager Compliance
Industry Accounting
Experience
Core Laboratories  January 2014 - Present
UHY Advisors   July 2012 - January 2014
UHY Advisors   July 2010 - July 2012

Skills
Tax, Accounting, Income Tax, Tax Research, Partnership Taxation, Tax Accounting, Corporate Tax, ProSystem fx Tax, Tax Preparation, US Tax, Tax Provision (FAS..., RIA Checkpoint Research, Asset Keeper Fixed..., QuickBooks, Financial Reporting, International Tax, US GAAP, General Ledger

Education
Baylor University - Hankamer School of Business   2005 — 2010
Master of Taxation, Accounting

Bryan Robertson Bryan Robertson San Antonio, Texas Area Details
Bryan Robertson's UHY Advisors Experience January 2012 - March 2012
Job Assurance FSO Audit Senior
Industry Financial Services
Experience
EY  August 2015 - Present
Allstate  October 2014 - July 2015
EY  January 2013 - October 2014
Tesoro  June 2012 - November 2012
UHY Advisors   January 2012 - March 2012
University of the Incarnate Word  September 2011 - December 2011
International Business Seminar   May 2009 - June 2009

Skills
SAP, Access, Microsoft Excel, Microsoft Word, PowerPoint, Management Science, SharePoint, CCH ProSystem fx, Spanish (Conversational), Auditing, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting

Education
University of the Incarnate Word   2010 — 2012
Master of Science (M.S.), Accounting, Graduate

Baylor University   2005 — 2010
Bachelor of Arts (B.A.), International/Global Studies, Undergraduate

Rebecca Reiss Rebecca Reiss Greater Atlanta Area Details
Rebecca Reiss's UHY Advisors Experience November 2010 - Present
Job Senior RecruiterFinance and Accounting at Cox Enterprises
Industry Financial Services
Experience
Cox Enterprises  August 2015 - Present
Cox Enterprises  August 2015 - Present
UHY Advisors   November 2010 - Present
UHY LLP  January 2014 - August 2015
UHY Advisors   2012 - 2012
TRC Staffing Services  August 2009 - November 2010
Pathfinders Inc.  February 2009 - August 2009
TRC Finance and Accounting   May 2008 - November 2008
Carroll Apparel   August 2007 - May 2008
Over the Road and Pro Trucker Magazines   2005 - 2008

Skills
Recruiting, Management Consulting, Business Process..., Human Resources, Business Development, Change Management, Performance Management, Process Improvement, Project Management, Budgets, Talent Acquisition, Vendor Management, Financial Analysis, PeopleSoft, Leadership, Mergers & Acquisitions, Management, Interviews, Finance, Access, Temporary Placement

Education
Indiana University Bloomington   1999 — 2003
Bachelor of Science (BS), Apparel Merchandising

American Intercontinental University

John Schwallie John Schwallie San Francisco Bay Area Details
John Schwallie's UHY Advisors Experience February 1987 - May 1989
Job CEO at Lumetric Lighting Inc
Industry Financial Services
Experience
Lumetric Lighting, Inc.   January 2011 - Present
Schwallie Finance   2004 - Present
Wild Brain Inc  November 2000 - September 2004
Central European Media Enterprises  January 1994 - November 2000
TV Nova   1994 - 1995
UHY Advisors   February 1987 - May 1989

Skills
Cash Flow, Budgets, Corporate Development, Financial Modeling, Business Planning, Accounting, Restructuring, Finance, Internal Controls, Management Consulting, Financial Analysis, Investments, Mergers, Investment Banking, Management, Start-ups, IPO, Business Development, Venture Capital, Executive Management, Strategy, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Strategic Partnerships, Private Equity, Auditing

Education
Cornell Johnson School   1990 — 1992
MBA

Skidmore College   1983 — 1986
BS

Katelyn L. Ainsworth, Esq., CPA Katelyn L. Ainsworth, Esq., CPA Greater Boston Area Details
Katelyn L. Ainsworth, Esq., CPA's UHY Advisors Experience November 2005 - June 2008
Job Attorney/CPA at GML Associates, PC
Industry Law Practice
Experience
GML Associates, PC   June 2011 - Present
GML Associates, PC   October 2009 - Present
O'Toole & Company   November 2008 - April 2009
BDO Seidman, LLP  July 2008 - October 2008
UHY Advisors   November 2005 - June 2008
Morris and Morris, P.C.   July 2004 - October 2005

Skills
Tax, Accounting, Corporate Tax, Income Tax, Auditing, SEC filings, Financial Reporting, International Tax, Sarbanes-Oxley Act, Financial Analysis, Tax Preparation, Internal Controls, Due Diligence, Tax Law, Financial Planners

Education
New England School of Law   2006 — 2010
J.D.

Boston College   2000 — 2004
B.S., Accounting & Marketing

Mike Ferero Mike Ferero Charlottesville, Virginia Area Details
Mike Ferero's UHY Advisors Experience 2004 - 2004
Job Instructor at Piedmont Virginia Community College
Industry Computer Software
Experience
Piedmont Virginia Community College  January 2011 - Present
Martha Jefferson Hospital  August 2006 - January 2011
UHY Advisors   2004 - 2004
Fenris, Inc   1997 - 2001
LexisNexis  1989 - 1997

Skills
Linux, Unix, Perl, System Administration, Active Directory, SQL, Java, Security, Microsoft SQL Server, Operating Systems, Software Development, Databases, HTML, Windows, Programming, Networking, TCP/IP, Oracle, MySQL, Servers, Computer Security, Analysis, C

Education
James Madison University   1991 — 1995
Masters of Science, Computer Science

Clarkson University   1977 — 1981
Bachelor's degree, Business Administration and Management, General

Timothy Muck Timothy Muck Rochester, New York Area Details
Timothy Muck's UHY Advisors Experience September 2002 - July 2004
Job Partner at Lacy Katzen LLP
Industry Legal Services
Experience
Lacy Katzen LLP  November 2006 - Present
Herzog Law Firm   August 2004 - July 2006
UHY Advisors   September 2002 - July 2004

Skills
Estate Planning, Trusts, Wills, Tax, Mergers & Acquisitions, LLC, Powers of Attorney, Small Business, Income Tax, Corporate Law, Entrepreneurship, Estate Law, Estate Administration

Education
SUNY Buffalo Law School   2000 — 2002
JD, Law

Canisius College   1995 — 1999
BS, Accounting

Lindsey Cooper Lindsey Cooper Houston, Texas Area Details
Lindsey Cooper's UHY Advisors Experience June 2006 - June 2009
Job Owner at Londyn Layne Photography
Industry Photography
Experience
Londyn Layne Photography   January 2014 - Present
Greater Fort Bend Economic Development Council   August 2011 - July 2012
Landmark Houston Hospitality Group   February 2011 - August 2011
UHY Advisors   June 2006 - June 2009

Skills
Risk Management, Strategic Planning, Contract Negotiation, Budgets, Analysis, Internal Audit, Management, Business Development, Financial Analysis, Leadership, Project Management, Due Diligence, Business Process..., Enterprise Risk..., Management Consulting, Process Improvement

Education
Austin College   2002 — 2006
BA, Business Administration & Philosophy

Gary Leneway Gary Leneway Birmingham, Michigan Details
Gary Leneway's UHY Advisors Experience October 2006 - July 2012
Job CPA at Fenner Melstrom & Dooling
Industry Accounting
Experience
Fenner Melstrom & Dooling PLC   August 2015 - Present
Plastipak Packaging  July 2012 - August 2015
UHY Advisors   October 2006 - July 2012

Skills
Tax Accounting, Partnership Taxation, Corporate Tax, US Tax, Tax Preparation, Tax, Accounting, GAAP, Income Tax, ProSystem fx Tax, Tax Research, S Corporations, CPA, Auditing, US GAAP

Education
Walsh College of Accountancy and Business Administration   2006 — 2006
Masters, Accountancy

Alma College   2000 — 2004
BA International Business, Minors: German & Economics

Amanda Bernat Amanda Bernat Greater Boston Area Details
Amanda Bernat's UHY Advisors Experience June 2005 - December 2006
Job Event Coordinator at American Heart Association
Industry Nonprofit Organization Management
Experience
American Heart Association  March 2007 - Present
UHY Advisors   June 2005 - December 2006
Commerce Insurance  October 2003 - February 2005

Skills
Non-profits, Customer Service, Nonprofits, Social Media Marketing, Strategic Planning, Marketing Communications, Facebook, Marketing Strategy, Blogging, Volunteer Management, Advertising

Education
College of the Holy Cross   1999 — 2003
BA, English

Daniel Desire, CPA Daniel Desire, CPA Greater New York City Area Details
Daniel Desire, CPA's UHY Advisors Experience July 1995 - October 2011
Job Partner
Industry Accounting
Experience
Desire & Company CPAS PLLC   March 2013 - Present
Mcgladrey  2013 - 2013
Mcgladrey  2013 - 2013
UHY Advisors   July 1995 - October 2011
Donald Talbot and Company   May 1987 - July 1995

Skills
Healthcare, Non-profits, Audit, Internal Controls, Management, Financial Analysis, Tax, Internal Audit, Financial Accounting, Auditing

Education
Baruch College, City University of New York (CUNY)   1979 — 1984
BBA, Accounting

Clayton Wilkinson Clayton Wilkinson Houston, Texas Area Details
Clayton Wilkinson's UHY Advisors Experience October 2012 - November 2014
Job Experienced Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  December 2014 - Present
UHY Advisors   October 2012 - November 2014

Skills
Accurate Data Entry, Microsoft Excel, Microsoft Word, Freshbooks, QuickBooks, Peachtree, Writing, Analysis, Computation, Data Analysis, Close Attention to..., Logical Thinker, Access, PowerPoint, Problem Solving, Accounting, Tax, Tax Preparation, Income Tax, Auditing, CPA, Financial Accounting, Financial Reporting, GAAP, Tax Research, Tax Accounting, Microsoft Office, Tax Returns, Financial Analysis, Partnership Taxation

Education
University of Houston-Clear Lake   2009 — 2012
Bachelor of Science (B.S.), Master of Science (M.S.), Professional Accounting, 3.9

Alvin Community College   2007 — 2009
Associate of Science (A.S.), Business Administration, 4.0

Anthony Tomaro, CPA Anthony Tomaro, CPA New York, New York Details
Anthony Tomaro, CPA's UHY Advisors Experience January 2009 - August 2013
Job Chief Executive Officer at Organic Avenue, LLC
Industry Health, Wellness and Fitness
Experience
Organic Avenue, LLC   December 2014 - Present
Organic Avenue, LLC   August 2013 - December 2014
UHY Advisors   January 2009 - August 2013
UHY LLP  August 2008 - August 2013
Marcum & Kliegman LLP  August 2004 - November 2008
I-trax, Inc.   2001 - 2004

Skills
Due Diligence, Financial Reporting, IPO, Financial Statements, Mergers, Private Equity, Auditing, Accounting, Tax, Restructuring, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, GAAP, Financial Analysis, Managerial Finance, Internal Controls, Finance, SEC filings, US GAAP, Financial Accounting, CPA, Mergers & Acquisitions, Financial Audits, Business Valuation, Consolidation, Corporate Tax, IFRS, Venture Capital, Forensic Accounting

Education
Adelphi University   1986 — 1988
Business, Accounting

Marc Alscher Marc Alscher Miami/Fort Lauderdale Area Details
Marc Alscher's UHY Advisors Experience February 2008 - April 2009
Job Director of Litigation Technology for PICTERA Solutions
Industry Legal Services
Experience
PICTERA Solutions   March 2011 - Present
U.S. Legal Support, Inc.   October 2009 - March 2011
UHY Advisors   February 2008 - April 2009
LEX On Demand  March 2007 - December 2007
LIT Group, Inc.   October 2002 - February 2007

Education
Bradley University   1985 — 1989
Bachelor of Science, Business Administration

Xixi Dong, CPA Xixi Dong, CPA Greater New York City Area Details
Xixi Dong, CPA's UHY Advisors Experience September 2007 - March 2012
Job NPGG Audit Manager at Marks Paneth LLP
Industry Accounting
Experience
Marks Paneth LLP  July 2015 - Present
Marks Paneth LLP  July 2013 - June 2015
Marks Paneth LLP  March 2012 - June 2013
UHY Advisors   September 2007 - March 2012
MetTel  November 2005 - July 2007

Skills
Audit, Auditing, Financial Accounting, US GAAP, GAAP, Internal Controls, Financial Reporting, CPA, Accounting, Financial Statements, General Ledger

Education
City University of New York-Baruch College - Zicklin School of Business   2004 — 2007
Bachelor, Magna Cum Laude, Accountancy

Lydia Mellnitz Lydia Mellnitz Greater Atlanta Area Details
Lydia Mellnitz's UHY Advisors Experience January 2015 - May 2015
Job Property Mgt. | Hines. Materials Mgt. & Production Operations. OLDP | Lockheed Martin. MS Project Mgt.
Industry Logistics and Supply Chain
Experience
Hines  July 2015 - Present
Dance It Off, LLC   June 2014 - Present
UHY Advisors   January 2015 - May 2015
Lockheed Martin Aeronautics Company  September 2014 - January 2015
Lockheed Martin Aeronautics Company  April 2013 - September 2014
Lockheed Martin Aeronautics Company  January 2013 - April 2013
Lockheed Martin Aeronautics Company  July 2012 - January 2013
Lockheed Martin Mission Systems and Sensors  January 2012 - July 2012
Lockheed Martin Mission Systems and Sensors  June 2011 - January 2012
General Dynamics  May 2010 - August 2010

Skills
SAP/MRP/Oracle..., Microsoft Office Suite..., Factory Management..., Procure to Pay (P2P), Supply Chain Management, Six Sigma, SAP, Supply Chain, Continuous Improvement, Cross-functional Team..., Lean Manufacturing, Materials Management, Aerospace, Manufacturing, Procurement, Supply Management, Business Process..., Operations Management, Value Stream Mapping, Root Cause Analysis, Quality Assurance, Process Improvement, Sourcing, Engineering Management, Microsoft Office, Manufacturing..., Testing, Management, Analysis, Software Documentation, Engineering, Inventory Management, Budgets, MS Project, Purchasing, Training, Program Management, Team Management, Project Management, Logistics, Supplier Quality, ITAR, Project Planning, Security Clearance, Government Contracting, Process Engineering, Kaizen, MRP, Contract Management, Strategic Sourcing

Education
Drexel University   2012 — 2013
Master of Science (M.S.), Project Management, 3.97

Drexel University   2011 — 2012
Graduate Certificate, Operational Leadership and Organizational Management, 4.0

Clarkson University   2007 — 2011
Bachelor of Science (B.S.), Global Supply Chain Management, 3.92

The University of Glamorgan   2010 — 2010

Natalie Lam, CPA Natalie Lam, CPA Albany, New York Area Details
Natalie Lam, CPA's UHY Advisors Experience 1998 - 2000
Job President & CEO NL Realty Management LLC; Chief Financial Officer LFFC PLLC
Industry Accounting
Experience
NL Realty Management LLC   2005 - Present
LFFC PLLC   2005 - Present
KPMG  2001 - 2008
UHY Advisors   1998 - 2000

Skills
Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Analysis, Finance, Financial Accounting, GAAP, Management

Education
Utica College of Syracuse University   1995 — 1998
Bachelor of Science, Accounting

DePaul University   1994 — 1995
Business Administration

Randi Olson Randi Olson Greater Detroit Area Details
Randi Olson's UHY Advisors Experience January 2015 - Present
Job Forensic Accountant at UHY Advisors
Industry Financial Services
Experience
UHY Advisors   January 2015 - Present
Integrity Aerospace Group, Inc.   August 2013 - January 2015
Integrity Aerospace Group, Inc.   July 2012 - August 2013
The Professional Group  2013 - 2013
Retail Capital  May 2012 - July 2012
Advanced Technology Academy  November 2010 - May 2012
Crystal Gardens Banquet Center  June 2006 - May 2012
Davenport University  September 2008 - November 2010

Skills
Accounting, Payroll, Customer Service, Training, Financial Analysis, Firearms, Auditing, Team Leadership, Analysis, Self Defense, Data Analysis, Microsoft Office, Management, Accounts Payable, Time Management, Law Enforcement..., Public Speaking, Problem Solving, Communication, Microsoft Excel, Financial Reporting, Sarbanes-Oxley Act

Education
Oakland Community College   2013 — 2013
Reserve Officer Training, Criminal Justice/Safety Studies

Davenport University   2008 — 2012
Bachelor's degree, Accounting Fraud Investigation

Woodhaven High School   2005 — 2008

Emily Nickel Emily Nickel Dallas/Fort Worth Area Details
Emily Nickel's UHY Advisors Experience February 2012 - May 2012
Job Tax Staff at EY
Industry Accounting
Experience
EY  July 2013 - Present
UHY Advisors   February 2012 - May 2012
Ernst & Young  February 2011 - April 2011

Skills
Tax, Tax Research, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, CPA, GAAP, ProSystem fx Tax, S Corporations, Accounting, US Tax, International Tax

Education
The University of Texas at Arlington   2011 — 2012
Master of Taxation, Taxation

Baylor University - Hankamer School of Business   2007 — 2011
Bachelor of Business Administration (BBA), Accounting

Jacob Downey, CPA Jacob Downey, CPA Houston, Texas Details
Jacob Downey, CPA's UHY Advisors Experience January 2012 - March 2012
Job Auditor at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  December 2014 - Present
UHY LLP  September 2013 - Present
UHY Advisors   January 2012 - March 2012

Education
Coastal Carolina University   2008 — 2013
MAcc, Accounting

Coastal Carolina University   2008 — 2011
BSBA, Accounting

Cesar Stewart-Morales, MBA Cesar Stewart-Morales, MBA Boston, Massachusetts Details
Cesar Stewart-Morales, MBA's UHY Advisors Experience December 2006 - July 2008
Job Sr. Manager, Financial Reporting, Planning & Analysis, North America Utility and Global Wind at SunEdison
Industry Oil & Energy
Experience
SunEdison  January 2015 - Present
First Wind  December 2011 - January 2015
GDF Suez Energy International f/k/a International Power America   August 2008 - August 2011
UHY Advisors   December 2006 - July 2008
BJ's Wholesale Club  September 2004 - December 2006
Citizens Bank  September 2005 - February 2006
Bank of America  August 2001 - September 2005

Skills
Process Improvement, Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Forecasting, Consolidation, US GAAP, IFRS, Strategic Planning, Finance, Cash Flow, Mergers & Acquisitions, Analysis, Tax, Financial Statements, Budgets, Energy, QuickBooks, Tax Accounting, Tax Returns, Tax Preparation, Intercompany..., Nuclear Decommissioning, Renewable Energy, Power Plants, Clarity FSR, Great Plains Software, Microsoft Dynamics SL, Essbase, Teamwork, Microsoft Dynamics GP, Software Implementation, Accounting Information..., Solar Energy, Wind Energy, Corporate Finance, Financial Planning

Education
Bentley University   2000 — 2004
Bachelor of Science, Corporate Finance & Accounting

Clark University   2006 — 2009
MBA, Master of Science in Business Administration - Accounting Concentration

Framingham High   1996 — 2000
High School Diploma

Katherine Sharp Katherine Sharp Dallas/Fort Worth Area Details
Katherine Sharp's UHY Advisors Experience June 2010 - November 2014
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  December 2014 - Present
UHY Advisors   June 2010 - November 2014
World Adult Kickball Association  May 2010 - September 2010
Liberty Tax Service  January 2006 - April 2007
United States Marine Corps  October 1999 - October 2004

Skills
Spanish, Translation, Economic Development, Public Speaking, Risk Management, Accounting, Analysis, Logistics, Management, Financial Analysis, Auditing, Customer Service, Income Tax, QuickBooks, Tax, Tax Advisory, Tax Preparation

Education
Southern Methodist University - Cox School of Business   2011 — 2012
MSA, Accounting & Taxation

Southern Methodist University   2008 — 2011
Accounting, Economics

Beijing Normal University   2009 — 2009
Minor, Chinese Language

Jill Nieswiadomy Jill Nieswiadomy Houston, Texas Area Details
Jill Nieswiadomy's UHY Advisors Experience February 2011 - April 2013
Job Federal Tax Staff at National Oilwell Varco
Industry Accounting
Experience
National Oilwell Varco  April 2013 - Present
UHY Advisors   February 2011 - April 2013
Merrill Lynch  June 2007 - August 2007
L'Academie de Clermont Ferrand   October 2005 - April 2006

Skills
Accounting, Tax Preparation, Microsoft Excel, Tax, Microsoft Word, General Ledger, Analysis, QuickBooks, Income Tax, Tax Research, Corporate Tax, CPA

Education
University of Houston-Clear Lake   2009 — 2010
MS, Accounting

Texas A&M University   2007 — 2007
International Affairs

Auburn University   2001 — 2005
BA, French

Marina Gaft Marina Gaft Hartford, Connecticut Area Details
Marina Gaft's UHY Advisors Experience December 2007 - April 2009
Job Teach for America
Industry Primary/Secondary Education
Experience
Teach for America  2010 - Present
Pipe Dream  August 2009 - May 2010
Binghamton Discovery Program   August 2008 - May 2010
Ambitious Enterprises   September 2009 - January 2010
Pierce Communications, Inc.   May 2009 - August 2009
Pipe Dream  September 2007 - May 2009
UHY Advisors   December 2007 - April 2009
U.S. Senator Charles E. Schumer Office   May 2008 - August 2008
The Redlich Law Firm   June 2007 - August 2007

Skills
Garageband, Blogging, Editing, Ap Style, Press Releases

Education
Binghamton University   2006 — 2010

Wagner

Brandon J. Jones Brandon J. Jones Greater New York City Area Details
Brandon J. Jones's UHY Advisors Experience January 2008 - May 2009
Job Real Estate Group at Marcum LLP
Industry Real Estate
Experience
Marcum LLP  December 2014 - Present
Douglas Elliman Real Estate  May 2011 - December 2014
Real Estate Accounting Advisory   March 2012 - November 2014
Abyssinian Development Corporation  July 2010 - March 2012
UHY Advisors   January 2008 - May 2009
Atlanticus (Formerly CompuCredit)   January 2007 - January 2008
Deloitte and Touche LLP  2003 - 2007

Skills
Financial Modeling, Real Estate, Financial Analysis, Due Diligence, Valuation, Accounting, Budgets, Financial Reporting, Asset Managment, Auditing, Investments, Finance, Internal Controls, Microsoft Excel, Building Relationships, Real Estate Development, Asset Management, Entrepreneurship, Leadership, Business Planning, Management, Brokerage, Portfolio Management, Property, Commercial Real Estate, LIHTC, Yardi Voyager, Tax Credit Compliance, New Markets Tax Credits, Affordable Housing, Property Management, Real Estate Transactions, Investment Properties, Real Estate Economics, Real Estate Financing, Leases

Education
Columbia University in the City of New York   2009 — 2010
MS, Real Estate Development, Finance

Morehouse College   1998 — 2002
BA, Business Administration with concentration in Accounting

Tam Vo Tam Vo Houston, Texas Area Details
Tam Vo's UHY Advisors Experience September 2005 - May 2008
Job Director, Credits & Incentives Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  August 2014 - Present
Grant Thornton LLP  July 2012 - July 2014
PKF Texas  May 2010 - May 2012
Duff & Phelps  May 2008 - June 2010
UHY Advisors   September 2005 - May 2008
Deloitte & Touche  January 2003 - September 2005

Skills
Income Tax, Partnership Taxation, Corporate Tax, Tax Compliance, State Taxation, State Tax, CPA, Sales Tax, Tax Preparation, Tax Research, State Tax Planning, Tax Advisory, International Tax, US Tax, SEC filings, Tax Accounting, Tax

Education
Baylor University
MS, Taxation

IPT C&I School

Bill Giesman Bill Giesman Indianapolis, Indiana Area Details
Bill Giesman's UHY Advisors Experience March 2008 - May 2009
Job Director Financial Planning and Analysis at BioStorage Technologies, Inc.
Industry Accounting
Experience
BioStorage Technologies, Inc.   November 2014 - Present
RGP  July 2014 - November 2014
ProLogic Redemption Solutions, Inc.   January 2013 - May 2014
Resources Global Professionals  June 2012 - January 2013
S Cohn & Son   September 2011 - April 2012
Lehan Partners, LLC  July 2010 - August 2011
Your CFO Solution LLC   June 2009 - August 2011
UHY Advisors   March 2008 - May 2009
Huron Consulting Group/Callaway Partners   2004 - February 2008
Dunbarton Corporation  1989 - 2004

Skills
Cash Management, Cash Flow Forecasting, Increased Profitability, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Cost Accounting, Lean Manufacturing, System Implementations, Project Management, Sarbanes-Oxley Act, Accounting, Strategy, Budgets, Mergers & Acquisitions, Leadership, Analysis, Process Improvement, Restructuring, Financial Planning

Education
Indiana University - Kelley School of Business   1981 — 1986
MBA

Cedarville University   1971 — 1975
BA, Business Administration

Glenn Goida Glenn Goida Greater Boston Area Details
Glenn Goida's UHY Advisors Experience 2005 - 2006
Job Sales Executive, IT Services & Software, Compliance, Business Continuity
Industry Information Technology and Services
Experience
ConverterTechnology  2006 - 2008
UHY Advisors   2005 - 2006
Control Solutions International  2002 - 2005
SunGard  1996 - 2001

Education
Anderson University

Robyn Cosenza Robyn Cosenza Greater New York City Area Details
Robyn Cosenza's UHY Advisors Experience 2001 - 2006
Job Marketing Communications Manager Silent Knight & GamewellFCI at Honeywell Fire Safety
Industry Marketing and Advertising
Experience
Honeywell Fire Safety  November 2014 - Present
Silent Knight by Honeywell  August 2008 - Present
Whittlesey & Hadley, P. C.   August 2007 - July 2008
UHY Advisors   2001 - 2006

Skills
Event Management, Proposal Writing, Marketing Communications

Education
Adelphi University   1983 — 1987
Bachelor of Fine Arts

Sacred Heart University; Yale University
Master of Arts in Teaching, Education

Dana Clifford Dana Clifford Chicago, Illinois Details
Dana Clifford's UHY Advisors Experience October 2004 - June 2008
Job Managing Director at Source Consulting Group
Industry Information Technology and Services
Experience
Source Consulting Group LLC  September 2011 - Present
DLC Resource Group, LLC   June 2010 - November 2011
AlixPartners  June 2008 - June 2010
UHY Advisors   October 2004 - June 2008
Elite, a Thomson Reuters business  2000 - 2004
Baker & McKenzie  1990 - 1998

Skills
Project Management, Accounting, Management Consulting, Consulting, Integration, Professional Services, Business Analysis, Change Management, Business Process, Business Intelligence, Budgets, Mergers, Process Improvement, Business Process..., Business Strategy

Education
Skidmore College   1979 — 1983
BS, Accounting

Babson College   1981 — 1981
Semester Exchange Program with Skidmore College, Accounting

Tony Colucci Tony Colucci Greater Detroit Area Details
Tony Colucci's UHY Advisors Experience January 2004 - December 2013
Job Vice President of Finance at Alta Equipment Company
Industry Construction
Experience
Alta Equipment Company  March 2015 - Present
Blue Cross Blue Shield of Michigan  December 2013 - March 2015
UHY Advisors   January 2004 - December 2013

Skills
Valuation, Corporate Finance, Accounting, Private Equity, Intangible Assets, CPA, ABV, Financial Modeling, Investment Banking, Mergers & Acquisitions, Business Valuation, Financial Reporting, Tax, Due Diligence, Forensic Accounting, SEC filings, Finance, Financial Analysis

Education
Western Michigan University   2002 — 2003
Master of Business Administration (M.B.A.), Finance, General

Alma College   1996 — 2000
Bachelor of Arts (B.A.), Economics

Robert Lang, CFA Robert Lang, CFA Dallas/Fort Worth Area Details
Robert Lang, CFA's UHY Advisors Experience July 2005 - February 2010
Job Finance, Valuation, Forensic Accounting, and Oil & Gas Expert
Industry Management Consulting
Experience
Navigant Consulting  February 2010 - Present
UHY Advisors   July 2005 - February 2010
FTI Consulting (Arthur Andersen Practice Acquired by FTI)   May 2002 - July 2005
Arthur Andersen  December 1995 - May 2002

Skills
Valuation, Business Valuation, Oil & Gas, Forensic Accounting, Expert Witness, Litigation, Finance, Forensic Analysis, Due Diligence, Strategy, Litigation Support, Insurance, Litigation Consulting, Accounting, FCPA, Financial Structuring, Analysis, Financial Modeling, Mergers & Acquisitions, Fraud, Restructuring, Claim, Dispute Resolution, Corporate Governance, Mergers, Financial Analysis, Management Consulting, Strategic Planning

Education
Baylor University   1992 — 1995
BBA, Finance

Josh Kirkbride Josh Kirkbride Greater Detroit Area Details
Josh Kirkbride's UHY Advisors Experience January 2011 - December 2013
Job Partner at UHY LLP
Industry Accounting
Experience
UHY LLP  January 2014 - Present
UHY Advisors   January 2011 - December 2013
UHY Advisors   January 2009 - January 2011
UHY Advisors   January 2007 - December 2008
UHY Advisors   January 2006 - December 2006
UHY Advisors   January 2004 - December 2005
UHY Advisors   January 2003 - December 2003
UHY Advisors   January 2002 - August 2002

Skills
Tax Compliance, Corporate Tax, Accounting, Tax Preparation, Tax Research, Accounts Payable, Tax, Accounts Receivable, Auditing, Income Tax, CPA, GAAP, SEC filings, Tax Accounting

Education
Central Michigan University   1998 — 2002
BSBA, Accounting

Sandusky High School

Tracy (MacKenzie) O'Neill Tracy (MacKenzie) O'Neill Greater Boston Area Details
Tracy (MacKenzie) O'Neill's UHY Advisors Experience February 2006 - July 2008
Job Senior Accountant at Implant Sciences Corp.
Industry Accounting
Experience
Implant Sciences Corp.  June 2009 - Present
Caturano and Company  August 2008 - May 2009
UHY LLP  February 2006 - July 2008
UHY Advisors   February 2006 - July 2008
Moody Famiglietti & Andronico   2003 - 2006
Sun Microsystems  2002 - 2003

Skills
Information Technology, Accounting, Financial Reporting

Education
Boston University Questrom School of Business   1999 — 2003

Will Hullinger Will Hullinger Greater Detroit Area Details
Will Hullinger's UHY Advisors Experience October 2004 - December 2006
Job Chief Operating Officer at DeRoy & Devereaux Private Investment Counsel, Inc
Industry Financial Services
Experience
DeRoy & Devereaux Private Investment Counsel, Inc   July 2011 - Present
The Majestic Group   December 2006 - June 2011
UHY Advisors   October 2004 - December 2006
The Solutions Group  July 2002 - February 2003
Adia Corp   1998 - 1999

Education
Anderson University   2000 — 2002
BS

University of Michigan   1997 — 2000

Ronald Breaugh Ronald Breaugh Greater Detroit Area Details
Ronald Breaugh's UHY Advisors Experience June 1987 - May 1992
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2008 - Present
ETG Holdings, Inc.   October 2006 - November 2007
A B Myr Industries, Inc.   May 1992 - October 2006
UHY Advisors   June 1987 - May 1992

Skills
Purchasing, International Tax, Financial Analysis, Investments, Cash Flow, Loans, Mergers, Banking, Strategic Financial..., Forecasting, ISO, Insurance, Process Improvement, Financial Modeling, Asset Managment, Analysis, Mutual Funds, Finance, Equities, Portfolio Management, Auditing, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management

Education
Walsh College of Accountancy and Business Administration   1988 — 1991
Master of Science (MS), Finance, General

Albion College   1981 — 1985
Bachelor's degree, Economics

Tricia Uhl Tricia Uhl Greater Detroit Area Details
Tricia Uhl's UHY Advisors Experience January 2003 - February 2007
Job Recruiting Manager at UHY Advisors
Industry Accounting
Experience
UHY Advisors   January 2003 - February 2007
Deloitte  1999 - 2005

Education
Central Michigan University
BSBA

Jung Peel, CFA Jung Peel, CFA Greater Los Angeles Area Details
Jung Peel, CFA's UHY Advisors Experience 2005 - 2006
Job Director of Investments
Industry Investment Management
Experience
Navian Capital (rebranded from CD Funding)   2012 - Present
HSBC Securities  2010 - 2012
WEDBUSH MORGAN SECURITIES  2006 - 2008
UHY Advisors   2005 - 2006

Education
NYU Stern School of Business   2008 — 2010
Master of Business Administration (MBA), Specializations in Finance and Quantitative Finance

Columbia University in the City of New York   2001 — 2005
Bachelor of Arts (B.A.), Mathematics, Cum Laude

Culver City High School

Meghan Dichiara Meghan Dichiara Boston, Massachusetts Details
Meghan Dichiara's UHY Advisors Experience 2006 - 2007
Job Program Economist at New England AntiVivisection Society
Industry Legal Services
Experience
New England Anti-Vivisection Society   January 2009 - Present
Navigant Consulting  2007 - 2008
UHY Advisors   2006 - 2007
Pepper Hamilton  2004 - 2005
Perkins Thompson Hinckley & Keddy   2001 - 2001
Charles River Associates  1998 - 2001
Eaton Vance  1997 - 1998

Education
Washington and Lee University School of Law   2001 — 2004
jd, law

Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1998

Stephanie DellaBernarda, CPA, MBA Stephanie DellaBernarda, CPA, MBA Hartford, Connecticut Area Details
Stephanie DellaBernarda, CPA, MBA's UHY Advisors Experience July 2008 - March 2010
Job Assistant Director Quality Lead Personal Lines Operations at The Hartford
Industry Insurance
Experience
The Hartford  April 2014 - Present
The Hartford  April 2013 - March 2014
The Hartford  March 2012 - April 2013
The Hartford  August 2011 - March 2012
The Hartford  March 2010 - July 2011
UHY Advisors   July 2008 - March 2010

Skills
SEC filings, GAAP, Internal Controls, Financial Reporting, Auditing, Six Sigma, Continuous Improvement, Statistics, Industrial Engineering, Process Excellence, Operational Excellence, Enterprise Risk..., MBA, PowerPoint, Lean Initiatives, Mentoring, Change Management, Business Process..., Business Analysis, Process Improvement

Education
Marist College   2010 — 2012
MBA, Business Administration and Management

Bryant University   2005 — 2008
Bachelor of Science (BS), Business Administration-Accounting

Elizabeth Bissell Elizabeth Bissell Greater Atlanta Area Details
Elizabeth Bissell's UHY Advisors Experience April 2012 - December 2013
Job Director of Marketing at UHY LLP
Industry Accounting
Experience
UHY LLP  December 2013 - Present
UHY Advisors   April 2012 - December 2013
Lee Bissell Auctions & Accelerated Auction Solutions   November 2010 - March 2012
Beecher Carlson  July 2009 - October 2010
Staples  March 2004 - July 2009
Pecos, Inc.   October 2002 - February 2004
Ryland Homes  July 2001 - October 2002

Skills
Strategic Planning, Project Management, InDesign, Business Analytics, Marketing, Microsoft Office, Salesforce.com, CRM, Sales, Marketing Strategy, Business Development, Budgets, New Business Development, Leadership, Management, Process Improvement, Advertising, B2B, Cross-functional Team..., Strategy

Education
Mercer University - Stetson School of Business and Economics   2005 — 2006
MBA, International Business

Brenau University   1997 — 2001
B.S., Psychology

Lou Balducci Lou Balducci Greater Boston Area Details
Lou Balducci's UHY Advisors Experience 2006 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
UHY Advisors N.E., LLC   PartnerMarcum LLPApril 2010 - Present
UHY Advisors   2006 - Present
UHY LLP  1998 - Present
Brown & Brown  1997 - 2006
YANKEE ATOMIC ELECTRIC COMPANY  August 1987 - June 1997
Peat Marwick Mitchell & Co  June 1977 - 1981

Education
Bentley University
MST, TAXATION

University of Massachusetts, Amherst   1975 — 1977
BBA, ACCOUNTING

Cynthia Bruneau Cynthia Bruneau Greater Chicago Area Details
Cynthia Bruneau's UHY Advisors Experience September 2005 - August 2012
Job Accounting Manager at Johnson Publishing Company
Industry Accounting
Experience
Johnson Publishing Company  September 2013 - Present
Milton Industries   September 2012 - September 2013
UHY Advisors   September 2005 - August 2012
Northwestern College  March 2010 - August 2011

Skills
Financial Reporting, Account Reconciliation, General Ledger, Accounting, US GAAP, Internal Controls

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2006 — 2008

Chuck Thomas, CISSP, CISM, CISA Chuck Thomas, CISSP, CISM, CISA Providence, Rhode Island Area Details
Chuck Thomas, CISSP, CISM, CISA's UHY Advisors Experience December 2005 - August 2007
Job Information Security Risk Manager @ Southcoast Health
Industry Information Technology and Services
Experience
Southcoast Health  September 2015 - Present
CVS Caremark Corporation  October 2013 - August 2015
CVS Caremark Corporation  May 2011 - October 2013
RBS  June 2009 - May 2011
KPMG  August 2007 - June 2009
UHY Advisors   December 2005 - August 2007
Boston Medical Center  January 2005 - November 2005
The Amaral Group   September 2000 - November 2005
Foodline.com  July 2000 - September 2000

Skills
Certified Internal..., Network Security, Wireless Security, Data Center, Compliance, SOX, CISSP, IT Governance, IT Audit, Sarbanes-Oxley Act, Governance, Internal Audit, Business Continuity, CISA, Enterprise Risk..., Information Security..., Information Security, Management

Education
Boston University   1995 — 2000
Bachelor of Arts, Philosophy/Political Science

Gary Borman Gary Borman Greater Los Angeles Area Details
Gary Borman's UHY Advisors Experience September 2004 - February 2008
Job Director of Reporting & Special Projects at Superior Industries International, Inc.
Industry Accounting
Experience
Superior Industries International, Inc.   April 2011 - Present
Gary Borman, CPA   February 2008 - March 2011
UHY Advisors   September 2004 - February 2008
Matthews Studio Group   March 1996 - May 2003
HR Textron  August 1991 - March 1996
Ernst & Young  July 1982 - June 1991

Education
California State University-Los Angeles
BSBA, Business Administration

Ed Culhane Ed Culhane Greater Boston Area Details
Ed Culhane's UHY Advisors Experience January 2002 - September 2008
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax  October 2008 - Present
UHY Advisors   January 2002 - September 2008
Arthur Andersen  1995 - 2002

Skills
Tax, International Tax, SEC filings, Corporate Tax, Tax Accounting, Tax Advisory, Due Diligence, Tax Research, Sarbanes-Oxley Act, Income Tax, Business Valuation, Financial Reporting, Management, Tax Preparation, Mergers & Acquisitions, Corporate Law, Accounting, GAAP, Internal Controls, US GAAP, Auditing, Valuation, Tax Law, Financial Analysis, CPA, SEC Filings, Private Equity, Financial Modeling, Finance, Internal Audit

Education
Boston University School of Law
Master of Laws (LLM), Taxation

Fairfield University
Bachelor of Science (B.S.), Marketing

Suffolk University Law School
Doctor of Law (J.D.)

Lillian Jensen Lillian Jensen Houston, Texas Area Details
Lillian Jensen's UHY Advisors Experience January 2009 - February 2013
Job Paraprofessional at Gainer Donnelly LLP
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC   February 2013 - Present
UHY Advisors   January 2009 - February 2013
Resource Studios, Inc.   June 1998 - November 2008

Education
Aarhus Universitet   1987 — 1990
HA

Kalundborg Gymnasium   1981 — 1985

Dulles High School   1982 — 1983

Adam Girard Adam Girard Hartford, Connecticut Area Details
Adam Girard's UHY Advisors Experience 2000 - 2007
Job Director of Corporate Tax at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies  March 2007 - Present
UHY Advisors   2000 - 2007

Skills
CPA, Mergers & Acquisitions, Corporate Tax, International Tax, Income Tax, Financial Analysis

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2010
MST, Taxation

The University of Connecticut   1996 — 2000
Accounting

William Droege, CFA William Droege, CFA Greater Boston Area Details
William Droege, CFA's UHY Advisors Experience May 2005 - August 2005
Job Director John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.)   July 2006 - Present
UHY Advisors   May 2005 - August 2005
Greater Boston Chamber of Commerce  December 2004 - February 2005

Education
Babson College   2002 — 2006
Bachelor of Science, Finance and Applied Statistics

Alex Adarmes Alex Adarmes Houston, Texas Area Details
Alex Adarmes's UHY Advisors Experience September 2006 - May 2007
Job Controller at MSF Electric
Industry Construction
Experience
MSF Electric   July 2011 - Present
AppOne, Inc.   May 2007 - June 2011
APPONE SERVICES INC   May 2007 - June 2011
Wolters Kluwer Financial Services  2007 - June 2011
UHY Advisors   September 2006 - May 2007
UHY - Business Advisory, Consulting and Accounting Firm   September 2006 - May 2007
PRICEWATERHOUSECOOPERS- Business Advisory, Consulting and Accounting Firm   January 2006 - March 2006
GAINER DONNELLY & DESROCHES- Business Advisory, Consulting and Accounting Firm   May 2005 - August 2005

Skills
Accounting, Analysis, Budgets, Finance, Leadership, Management

Education
Baylor University - Hankamer School of Business   2001 — 2006
Accounting

Baylor University
Hankamer School; Bachelor, Business; Business Administration; Accounting

Gil Bohene Gil Bohene Washington D.C. Metro Area Details
Gil Bohene's UHY Advisors Experience March 2007 - April 2008
Job Managing Principal
Industry Financial Services
Experience
Financial Institutions Risk Management   February 2015 - Present
CliftonLarsonAllen  April 2008 - December 2014
UHY Advisors   March 2007 - April 2008
CBIZ MHM, LLC  February 2003 - March 2007
Jefferson Wells  March 2001 - April 2002

Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, GAAP, IT Audit, Internal Controls, Sarbanes-Oxley Act, General Ledger, Financial Statements, Risk Management

Education
Auburn University   1986 — 1989
BSc, Business Financial Management

Jason Moi Jason Moi Greater Boston Area Details
Jason Moi's UHY Advisors Experience December 2003 - April 2010
Job Director, CPA at Marcum LLP
Industry Accounting
Experience
Marcum LLP  December 2003 - Present
UHY Advisors   December 2003 - April 2010
UHY LLP  December 2003 - April 2010
Brown & Brown, LLP (currently UHY, LLP)   December 2003 - April 2010
PricewaterhouseCoopers  October 2002 - December 2003
L-Tronics Inc.   July 2001 - September 2002

Skills
SEC reporting, Assurance, Revenue Recognition, Audit, Technical Accounting, Excel, Equity Transactions, SEC filings, Auditing, Equities, Accounting, Financial Reporting, Microsoft Excel, Finance, Internal Controls, CPA, US GAAP, Sarbanes-Oxley Act, SEC Filings, Financial Analysis, GAAP, Financial Accounting

Education
Bentley University   1998 — 2002
BS, Accountancy

Dipti Shreyakar, MBA Dipti Shreyakar, MBA Greater Boston Area Details
Dipti Shreyakar, MBA's UHY Advisors Experience January 2008 - February 2009
Job Accountant
Industry Accounting
Experience
UHY Advisors   January 2008 - February 2009
UHY Advisors   January 2007 - December 2007
Bryant University  August 2005 - December 2006

Skills
Accounting, Finance, Financial Accounting, Auditing, Accounts Payable, Internal Audit

Education
Bryant University   2005 — 2006
MBA, Finance

University of Mumbai
Masters, Commerce; Financial Accounting

University of Mumbai   1997 — 2002
BSBA, Accounting

Jim Drost Jim Drost Greater New York City Area Details
Jim Drost's UHY Advisors Experience February 2007 - January 2009
Job Compliance Officer
Industry Accounting
Experience
Sikorsky Financial Credit Union  March 2010 - Present
UHY Advisors   February 2007 - January 2009
Webster Bank  January 1988 - August 2006

Skills
Risk Management, Enterprise Risk..., AML, Internal Audit, Financial Risk, Auditing, Banking, Analysis, Financial Services, Management, Finance, Risk Assessment, Retail Banking, Leadership, Fraud, Investments, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Credit, Insurance

Education
Bryant University   1972 — 1975
BS, Accounting

Brian Chirco Brian Chirco Greater Boston Area Details
Brian Chirco's UHY Advisors Experience January 2009 - June 2010
Job Tax Advisor at J.M. Forbes & Co. LLP
Industry Accounting
Experience
J.M. Forbes & Co. LLP   January 2014 - Present
Berkshire Partners  July 2011 - December 2013
Marcum LLP  January 2011 - August 2011
Marcum LLP  June 2010 - December 2010
UHY Advisors   January 2009 - June 2010
UHY Advisors   June 2007 - January 2009

Skills
Tax, Tax Accounting

Education
Suffolk University Law School   2000 — 2003
JD

Clark University   1996 — 2000
BA, Psychology/Sociology

Joe Scanga Joe Scanga Greater Boston Area Details
Joe Scanga's UHY Advisors Experience October 2007 - November 2009
Job Tax Attorney
Industry Legal Services
Experience
Vacovec, Mayotte & Singer   September 2012 - Present
Betro and Company   January 2010 - September 2012
UHY Advisors   October 2007 - November 2009

Skills
Estate Planning, Personal Income Tax..., Corporate tax returns, IRS notices and audits

Education
Boston University School of Law   2010 — 2013
L.L.M., Taxation

Boston College Law School   2004 — 2007

Boston College - Carroll School of Management
Business, Accounting

Glen Cooper Glen Cooper Dallas/Fort Worth Area Details
Glen Cooper's UHY Advisors Experience 2010 - 2011
Job SVP Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America  2011 - Present
UHY Advisors   2010 - 2011
BANK AMERICA CORP. (formerly Countywide Financial Corp.)   2003 - 2008
BANK AMERICA CORP (formerly Countrywide Financial)   1998 - 2003
BANK AMERICA CORP. (formerly Countywide Financial Corp.)   1995 - 1998
BANK AMERICA CORP (formerly Countrywide Financial)   1994 - 1995
BANK AMERICA CORP (formerly Countrywide Financial)   1993 - 1994
BANK AMERICA CORP (formerly Countrywide Financial)   1989 - 1993
GIBRALTAR SAVINGS  1988 - 1989
Grant Thornton  1985 - 1988

Skills
Accounting, Strategic Planning, Staff Development, Training, Sarbanes-Oxley Act, Financial Risk, Risk Assessment, Forecasting, Project Management, Budget, Internal Controls, Due Diligence, Risk Management, Auditing, Enterprise Risk..., Corporate Finance, Budgets, Finance, Leadership, Banking, Management Consulting, Loans, Financial Analysis, Credit Risk, Financial Services, Process Improvement, Change Management, Business Analysis, Credit, Program Management, Governance, Financial Reporting, Business Process..., Financial Modeling, Corporate Governance

Education
Loyola Law School, Los Angeles   1995 — 1999
JD, Law

California State University-Northridge   1990 — 1993
MBA, Business Administration with emphasis in MIS

California State University-Long Beach   1980 — 1984
BS, Accounting

Stephen Yoo Stephen Yoo Houston, Texas Area Details
Stephen Yoo's UHY Advisors Experience June 2006 - March 2011
Job Asset Services Coordinator at Noble Energy
Industry Accounting
Experience
Noble Energy  July 2015 - Present
Noble Energy  December 2014 - Present
Noble Energy  March 2011 - January 2015
UHY Advisors   June 2006 - March 2011
Deloitte & Touche LLP  2005 - 2006

Skills
Auditing, Internal Audit, Risk Management, CPA, Sarbanes-Oxley Act, Tax, Finance, External Audit, Process Improvement, Manufacturing, Financial Audits, SEC filings, Analysis, Project Management, Budgets, Internal Controls, SEC Filings, Financial Reporting

Education
Baylor University - Hankamer School of Business   1999 — 2005
BBA, ACCOUNTING

Joannie Zelinski, CPA Joannie Zelinski, CPA Greater Detroit Area Details
Joannie Zelinski, CPA's UHY Advisors Experience January 2012 - January 2014
Job Senior Accountant at UHY LLP
Industry Accounting
Experience
UHY LLP  January 2014 - Present
UHY Advisors   January 2012 - January 2014
UHY Advisors   January 2011 - January 2012
George Johnson & Company  March 2010 - January 2011
Michigan Office of the Auditor General  May 2009 - September 2009
Domino's Pizza  May 2008 - August 2008

Skills
Accounting, Account Reconciliation, Auditing, CPA, Non-profits

Education
Central Michigan University   2005 — 2009
Bachelor of Science in Business Administration, Accounting, Finance

Sheila Lipschultz Sheila Lipschultz Albany, New York Area Details
Sheila Lipschultz's UHY Advisors Experience September 2002 - May 2004
Job CPA
Industry Accounting
Experience
Fecteau PLLC   October 2012 - Present
UHY Advisors   September 2002 - May 2004
Grant Thornton  August 1998 - August 2002

Skills
GAAP

Education
Assumption College   1994 — 1998
BA, Accounting

Fritz Attermeier Fritz Attermeier Houston, Texas Area Details
Fritz Attermeier's UHY Advisors Experience 1999 - June 2008
Job State and local tax attorney and CPA
Industry Law Practice
Experience
DeVry University  March 2008 - June 2011
UHY Advisors   1999 - June 2008
Texaco Inc. (now Chevron Corporation)   May 1978 - January 1999

Skills
Forensic Accounting, Tax Accounting, Tax, Corporate Governance, Tax Preparation

Education
Rice University   1964 — 1968
BA, Economics

DePaul University College of Law
LL.M., Taxation

South Texas College of Law
JD, Law

University of Houston
MS, Accounting

Eric Ribachonek, CPA Eric Ribachonek, CPA New York, New York Details
Eric Ribachonek, CPA's UHY Advisors Experience September 2009 - Present
Job Senior Accountant at UHY Advisors
Industry Accounting
Experience
UHY Advisors   September 2009 - Present
Brockport Auxiliary Service Corporation  September 2004 - May 2008

Education
Clarkson University
Master of Business Administration

State University of New York College at Brockport   2004 — 2008
BS, Accounting, Minor in Economics

Dennis Brauckman Dennis Brauckman Greater Atlanta Area Details
Dennis Brauckman's UHY Advisors Experience March 2008 - October 2012
Job Director, Finance
Industry Management Consulting
Experience
Rock-Tenn Company  October 2012 - Present
Rock-Tenn Company  2008 - Present
UHY Advisors   March 2008 - October 2012
CareCentric  February 2000 - February 2002
Prizm Medical   May 1997 - February 2000
Symbiosis Corporation   May 1990 - February 1997

Skills
Financial Reporting, Sarbanes-Oxley, Accounting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Finance, Hyperion Enterprise, US GAAP, Strategic Planning, Internal Audit, Business Process..., Variance Analysis, Analysis, Cost Accounting, Consolidation, GAAP, Auditing

Education
Creighton University   1979 — 1984
BSBA, Finance/Accounting

Ron DeVriendt Ron DeVriendt Greater Detroit Area Details
Ron DeVriendt's UHY Advisors Experience September 2005 - August 2010
Job CPA
Industry Wholesale
Experience
Power Equipment Distributors, Inc.   August 2010 - Present
UHY Advisors   September 2005 - August 2010
WEINGARTZ  1996 - 2005

Skills
Microsoft Excel, Accounting, Inventory Management, Account Reconciliation, Financial Statements, Auditing

Education
Central Michigan University   2000 — 2005
BS in BA, Accounting, Personal Finance

Romeo High School   1997 — 2000

Sam Blutt Sam Blutt Houston, Texas Area Details
Sam Blutt's UHY Advisors Experience June 2006 - Present
Job Administrative Assistant at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  December 2014 - Present
UHY Advisors   June 2006 - Present
Coca Cola Enterprises  April 2001 - June 2006

Skills
Financial Accounting, Internal Controls, Accounting, GAAP

Education
Casper College   1984 — 1986
Assoc, Business

Montana State University-Bozeman
part-time student, Business classes

Danielle Bethea Danielle Bethea Greater New York City Area Details
Danielle Bethea's UHY Advisors Experience January 2012 - Present
Job Consulting Project Manager at BDO USA, LLP
Industry Legal Services
Experience
BDO USA, LLP  December 2014 - Present
UHY Advisors   January 2012 - Present
Xerox Litigation Services  February 2007 - January 2012
Rockefeller Group Technology Solutions  June 2004 - February 2007
Skadden Arps  2003 - 2003
Shearman & Sterling  2001 - 2002

Skills
Document Review, Litigation Support, Project Management, Legal Assistance, ESI, Management, Process Improvement, Document Management, Computer Forensics, Troubleshooting, Consulting, Leadership, Forensic Analysis, Relativity, CRM, Litigation Consulting, EnCase

Education
City University of New York-John Jay College of Criminal Justice   2006 — 2010
•Graduate Courses in Masters of Forensic Computing

Saint John's University   2001 — 2005
Bachelor in Science, Computer Science minor in Telecommunications

Nancy Crowley Nancy Crowley Greater Boston Area Details
Nancy Crowley's UHY Advisors Experience 2003 - 2008
Job Director of Tax at RINET Company, LLC
Industry Investment Banking
Experience
RINET Company, LLC  2008 - Present
UHY Advisors   2003 - 2008

Education
Bentley University
Master’s Degree, Taxation

Bentley University
Master’s Degree, Accounting

Simmons College
Bachelor’s Degree, Political Science and Government

Arlene Andino Arlene Andino Greater Chicago Area Details
Arlene Andino's UHY Advisors Experience 2011 - Present
Job Accounting at UHY Advisors
Industry Executive Office
Experience
UHY Advisors   2011 - Present
Investment Mortgage Group, Inc.   2004 - 2008

Skills
Financial Statements, Accounts Payable, Financial Accounting, SAP, Sarbanes-Oxley, General Ledger, Internal Controls, Financial Reporting, Financial Analysis, QuickBooks, Budgets, Account Reconciliation, Internal Audit, Invoicing, Cash Flow, Payroll, Outlook, Bank Reconciliation, Microsoft Excel, Journal Entries, Payroll Taxes

Education
DePaul University
Business Administration, Business Administration/Accounting

Wendy Nguyen Wendy Nguyen Houston, Texas Area Details
Wendy Nguyen's UHY Advisors Experience 2004 - 2008
Job Audit Partner at McConnell & Jones CPAs
Industry Accounting
Experience
Community Family Centers  July 2015 - Present
McConnell & Jones CPAs  January 2015 - Present
Deloitte  August 2012 - Present
WTN CPAs, PLLC   July 2012 - Present
Messenger of Love   October 2005 - Present
McConnell & Jones CPAs  October 2013 - December 2014
The BTS Team  August 2010 - July 2012
Malone & Bailey PC   August 2008 - August 2010
UHY Advisors   2004 - 2008
Corbin & Company   January 2001 - September 2003

Skills
SEC filings, Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, CPA, General Ledger, Human Resources, Business Acquisition, Due Diligence, Financial Statements, Cash Flow, External Audit, Tax, Finance, Corporate Tax, IFRS, Sarbanes-Oxley, IPO, Internal Audit, Consolidation, SEC Filings

Education
California State Polytechnic University-Pomona   1999 — 2001
B.S, Accounting, Summa Cum Laude

Gil Bohene Gil Bohene Washington D.C. Metro Area Details
Gil Bohene's UHY Advisors Experience 2006 - 2008
Job Managing Principal at F.I.R.M.
Industry Financial Services
Experience
Financial Institutions Risk Management   February 2015 - Present
CliftonLarsonAllen  February 2008 - December 2014
UHY Advisors   2006 - 2008
Mayer Hoffman McCann P.C.   2002 - 2006
Jefferson Wells  2000 - 2001
First Virginia Banks Inc  1989 - 1999

Skills
Enterprise Risk..., Internal Audit, Financial Institutions, Information Security..., Information Technology, IT Audit, CISA, Assurance, Auditing, COSO, GAAP, Internal Controls, SAS70, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Financial Risk, Management

Education
Auburn University   1986 — 1989
Bachelor of Science, Business Financial Management

Kent L. Roberts Kent L. Roberts Houston, Texas Area Details
Kent L. Roberts's UHY Advisors Experience 2004 - 2009
Job Contract Consultant at Solomon Edwards Group, LLC, Houston, Texas
Industry Financial Services
Experience
Accounting Principals  October 2013 - January 2015
SolomonEdwardsGroup  May 2012 - July 2014
Accounting Principles  October 2011 - December 2011
Solomon Edwards Group, LLC, Houston, Texas   October 2009 - May 2011
UHY Advisors   2004 - 2009
Jefferson Wells  2000 - 2003
Roberts and Roberts Associates   1994 - 1999
Century Companies of America   1992 - 1994
Bank One Texas, N.A./Bonnet Resource Corporation   1988 - 1992
PacifiCorp Credit, Inc.   1980 - 1987

Skills
Sarbanes-Oxley Act, Internal Audit, Financial Services, Auditing, Banking, Analysis, Internal Controls, Business Process..., Due Diligence, Management Consulting, Financial Risk, Financial Analysis

Education
Arizona State University
BA, Economics

Kyle Mehrer Kyle Mehrer Greater Detroit Area Details
Kyle Mehrer's UHY Advisors Experience 2007 - 2009
Job
Industry Accounting
Experience
Iannuzzi Manetta & Company PC   September 2009 - April 2014
Michael J. Penn CPA, CFP   November 2010 - November 2011
UHY Advisors   2007 - 2009

Skills
GAAP, CPA, Tax Preparation, General Ledger, US GAAP, Corporate Tax, Financial Accounting, Tax, Auditing, Accounting, Financial Statements, Tax Returns, Financial Reporting, Tax Accounting, QuickBooks

Education
Central Michigan University   2002 — 2007
BSBA, Accounting and Finance

Daniel Theriault, CPA Daniel Theriault, CPA Hartford, Connecticut Area Details
Daniel Theriault, CPA's UHY Advisors Experience December 2006 - April 2008
Job Finance Project Manager at Robert Half Management Resources
Industry Accounting
Experience
Robert Half Management Resources  May 2012 - Present
Equale & Cirone, LLP   November 2009 - March 2012
Chemtura Corporation  May 2008 - December 2008
UHY Advisors   December 2006 - April 2008
PricewaterhouseCoopers  July 2003 - December 2006

Skills
Auditing, Accounting, Income Tax, Leadership, Employee Benefits, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, SEC filings, GAAP, Tax, Financial Accounting, CPA, Corporate Tax

Education
Bentley University   1988 — 1990
B.S., Accountancy

Western Connecticut State University   1986 — 1988
Accounting

Bristol Eastern High School   1982 — 1986

Stephen Tawney Stephen Tawney Houston, Texas Details
Stephen Tawney's UHY Advisors Experience October 2005 - January 2009
Job Assistant Controller at Linc Energy
Industry Oil & Energy
Experience
Linc Energy Resources   April 2013 - Present
Cathexis Oil & Gas, LLC   May 2012 - Present
Platinum Energy, Inc.   November 2009 - May 2012
GBH CPAs, PC  February 2009 - July 2009
UHY Advisors   October 2005 - January 2009

Skills
FASB, GAAP, US GAAP, CPA, Public Companies, Internal Controls, Sarbanes-Oxley Act, Auditing, Consolidation, Financial Accounting, Financial Reporting, IFRS, General Ledger, Accounting, Tax, Sarbanes-Oxley, Finance

Education
Baylor University   2000 — 2005
BBA, Accounting, Finance and Risk Management & Insurance

Baylor University - Hankamer School of Business   2000 — 2005
BBA, Accounting, Finance, Insurance & Risk Management

Cynthia Hickey Cynthia Hickey Greater Boston Area Details
Cynthia Hickey's UHY Advisors Experience August 2004 - July 2006
Job Owner, Sheffield Advisors LLC
Industry Accounting
Experience
Sheffield Advisors LLC   March 2008 - Present
Braver PC  August 2006 - February 2008
UHY Advisors   August 2004 - July 2006

Skills
Tax Preparation, Tax Compliance, Consulting, Corporate Tax, Tax Returns, Due Diligence, Tax, Income Tax, Small Business, Estate Planning, Tax Research

Education
Babson College
MBA, Business Administration, With HIgh Distinction

Boston College
BS, Management

Terri Conrad Regan Terri Conrad Regan Albany, New York Area Details
Terri Conrad Regan's UHY Advisors Experience December 1991 - September 2005
Job Principal at The Bonadio Group
Industry Accounting
Experience
The Bonadio Group  ManagerMarvin and Company, P.C.September 2005 - July 2007
UHY Advisors   December 1991 - September 2005
Hertz Herson & Company   January 1983 - July 1988

Skills
Tax, Accounting

Education
Albany Law School of Union University   1988 — 1991
JD

Pace University - Lubin School of Business   1984 — 1986
MBA, computer information systems

Southern Methodist University   1979 — 1982
BBA, accounting

Paul Portrey Paul Portrey Greater Detroit Area Details
Paul Portrey's UHY Advisors Experience February 2013 - April 2013
Job Paul J. Portrey C.P.A.
Industry Accounting
Experience
Paul J. Portrey C.P.A   October 2012 - Present
UHY Advisors   February 2013 - April 2013
Bayloff Stamped Products  October 2011 - October 2012
Self Employed C.P.A.   May 2005 - October 2011
Stahls, Inc   October 2000 - May 2005

Skills
Tax, Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Auditing, Tax Returns, CPA, GAAP, Internal Controls, Financial Accounting, Partnership Taxation, S Corporations, Bookkeeping, General Ledger, Tax Accounting, Tax Research, US GAAP, Fixed Assets, Journal Entries, Controllership Functions, Depreciation, Accruals, Financial Analysis, Payroll, Revenue Recognition, Year-end Close, Payroll Taxes, Sales Tax, Sarbanes-Oxley Act, Accountants, Use Tax, Consolidated Financial..., Sales & Use Tax, Monthly Close, Year End Accounts, Forensic Accounting, Great Plains Software, FASB, Property Tax, ProSystem fx Tax

Education
Central Michigan University   1973 — 1977
Bachelor of Science in Business Administration, Accounting Major

Breena Urban Breena Urban Greater Boston Area Details
Breena Urban's UHY Advisors Experience August 2004 - September 2006
Job Director of Accounting at Converse
Industry Apparel & Fashion
Experience
Converse  September 2006 - Present
UHY Advisors   August 2004 - September 2006
Kanter Troy Orleans & Wexler   January 2002 - August 2004
Moss Adams LLP  1999 - November 2001
Fricke, PS   1991 - 2001

Skills
Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Microsoft Excel, Account Reconciliation, Forecasting, US GAAP, GAAP

Education
Central Washington University   1995 — 1997
BS, Accounting and Finance

J Derek White J Derek White Greater Boston Area Details
J Derek White's UHY Advisors Experience 2007 - 2010
Job Assurance Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP  September 2013 - Present
Marcum LLP  January 2011 - September 2013
UHY Advisors   2007 - 2010

Skills
CPA, Financial Analysis, Financial Reporting, GAAP, Auditing, SEC Financial Reporting, Hedge Funds, Broker-Dealer, Cost Accounting

Education
Bryant University
MBA, Finance

University of Massachusetts Dartmouth
BS, Accounting

Robert Wickham, J.D. Robert Wickham, J.D. Greater Boston Area Details
Robert Wickham, J.D.'s UHY Advisors Experience June 2007 - November 2008
Job Finance Manager at C&W Services
Industry Accounting
Experience
C&W Services  September 2014 - Present
NTT DATA Americas  March 2012 - September 2012
McGladrey & Pullen  December 2008 - July 2009
UHY Advisors   June 2007 - November 2008
Feeley & Driscoll, P.C.   January 2005 - May 2007

Skills
Tax, Tax Preparation, Partnership Taxation, Corporate Tax, Income Tax, S Corporations, High Net Worth..., Legal Research, Legal Writing, Tax Law, Tax Accounting, Accounting

Education
Massachusetts School of Law   2011 — 2014
Juris Doctor (J.D.), Taxation, Land Use, Landlord Tenant Law

Curry College   2000 — 2004
Business Management, Accounting

Marcy Green Marcy Green Houston, Texas Area Details
Marcy Green's UHY Advisors Experience February 2006 - October 2008
Job Corporate Accounting Manager at Apache Corporation
Industry Oil & Energy
Experience
Apache Corporation  October 2008 - Present
UHY Advisors   February 2006 - October 2008
KPMG  September 2004 - February 2006

Education
Baylor University - Hankamer School of Business   1999 — 2003
BBA/MAcc, Accounting

Christian De Jesus, CPA Christian De Jesus, CPA Houston, Texas Area Details
Christian De Jesus, CPA's UHY Advisors Experience June 2010 - September 2011
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC  July 2015 - Present
PwC  July 2013 - June 2015
PwC  September 2011 - June 2013
UHY Advisors   June 2010 - September 2011
Deloitte  October 2007 - June 2010

Skills
Auditing, Corporate Tax, Internal Controls, Tax, Tax Accounting, Tax Research

Education
Bowling Green State University   2006 — 2007
MAcc, Taxation

Universidad de Puerto Rico   2002 — 2006
B.A., Accounting, Business Administration

Teresa Mangone, CPA Teresa Mangone, CPA Greater New York City Area Details
Teresa Mangone, CPA's UHY Advisors Experience September 2007 - September 2009
Job Senior Internal Auditor at NFP
Industry Accounting
Experience
National Financial Partners  December 2010 - Present
Mendes & Mount  March 2010 - December 2010
UHY Advisors   September 2007 - September 2009
Grant Thornton  January 2006 - May 2006

Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Microsoft Excel, Internal Audit, Account Reconciliation, Microsoft Word, Financial Statements, Forensic Accounting, Sarbanes-Oxley Act, CPA, US GAAP, Outlook, QuickBooks, General Ledger

Education
Siena College   2003 — 2007
BBA, Accounting

Birkbeck, U. of London   2006 — 2006

August Montgomery August Montgomery Albany, New York Area Details
August Montgomery's UHY Advisors Experience 2006 - 2008
Job Partner at The Montgomery Law Firm
Industry Accounting
Experience
The Montgomery Law Firm, PC   January 2012 - Present
August Montgomery, CPA   September 2008 - December 2011
US Army  2009 - 2011
Lavelle & Finn, LLP   2010 - 2010
Albany Law School Low-Income Taxpayer Clinic   August 2009 - December 2009
UHY Advisors   2006 - 2008

Skills
Tax, Estate Planning, Tax Returns, Real Estate, Small Business, Corporate Law, Auditing, Commercial Litigation, Mergers & Acquisitions, Litigation, Legal Writing

Education
Albany Law School of Union University   2008 — 2011
Juris Doctorate, Law

SUNY Albany   2004 — 2008
MS, Tax

Tobias McFaul Tobias McFaul Houston, Texas Area Details
Tobias McFaul's UHY Advisors Experience December 2000 - July 2003
Job Tax Manager at Weinstein Spira
Industry Accounting
Experience
Weinstein Spira & Company  July 2003 - Present
UHY Advisors   December 2000 - July 2003

Skills
Corporate Tax, Tax Research, Consolidated Returns, Tax Accounting, Multi-state tax returns, Tax Consolidation, Tax, CCH Research, Foreign Tax Credit, Subpart F, Employment Tax, C-Corp, State Tax Planning, Trust Taxation, CPA, Partnership Taxation, Tax Preparation, Income Tax, Accounting

Education
Texas A&M University-Corpus Christi   1998 — 2000
Master of Accountancy, Taxation

Del Mar College   1995 — 1998
Associate's degree - Business Administration, Business Administration and Management, General

Tory Robinson Tory Robinson Greater New York City Area Details
Tory Robinson's UHY Advisors Experience January 2012 - April 2015
Job Senior Auditor at UHY Advisors
Industry Accounting
Experience
Marks Paneth LLP  December 2014 - Present
UHY Advisors   January 2012 - April 2015
BDO Seidman, LLP  July 2007 - January 2012
Condon O'Meara McGinty & Donnelly LLP   January 2005 - May 2007

Skills
GAAP, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, CPA, External Audit, Financial Accounting, Auditing

Education
Binghamton University - School of Management

Marc Mesick, CPA Marc Mesick, CPA Schenectady, New York Details
Marc Mesick, CPA's UHY Advisors Experience September 1992 - January 2009
Job VPFinance / CFO at Ellis Medicine
Industry Hospital & Health Care
Experience
Ellis Medicine  July 2014 - Present
Ellis Medicine  February 2009 - June 2014
UHY Advisors   September 1992 - January 2009

Skills
Financial Analysis, Financial Reporting, Strategic Planning, Auditing, Internal Controls, US GAAP, Accounting, Certified Public..., PowerPoint, Cash Management, Operating Budgets, Capital Budgeting, Financial Modeling, Investment Management, Microsoft Excel, Debt Management, Cash Flow, Budget Management, Medical Compliance, Hospital Financial...

Education
Fordham University   1988 — 1992
BS, Accounting

Cornell University - S.C. Johnson Graduate School of Management
Executive Education Certificate Program, Management and Leadership

Fordham University - Graduate School of Business Administration
Executive Education Certificate Program, MBA Principles

Jeb Hutton Jeb Hutton Houston, Texas Area Details
Jeb Hutton's UHY Advisors Experience August 2002 - May 2005
Job Consultant at Andrea Gerber Consulting
Industry Financial Services
Experience
Andrea Gerber Consulting   July 2011 - Present
HLH Partners, LLC   August 2010 - June 2012
S-1 Venture Partners   May 2006 - June 2010
UHY Advisors   August 2002 - May 2005
JP Morgan Chase  May 2001 - May 2002
Arthur Andersen  October 1997 - June 1999

Skills
Financial Analysis, Due Diligence, Financial Modeling, Accounting, Investments, Business Planning, Valuation, Finance, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Mergers

Education
Rice University - Jesse H. Jones Graduate School of Management   2000 — 2002
MBA, Finance

Houston Baptist University   1995 — 1996
B.B.A., Finance

Baylor University   1991 — 1995
Finance

Second Baptist

David Vuong, CPA David Vuong, CPA New York, New York Details
David Vuong, CPA's UHY Advisors Experience December 2007 - September 2010
Job Senior Accounting Manager at Findly
Industry Accounting
Experience
Findly  December 2014 - Present
National Grid  May 2014 - November 2014
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division   July 2013 - May 2014
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division   July 2012 - July 2013
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division   January 2012 - July 2012
KPMG  January 2011 - September 2011
UHY Advisors   December 2007 - September 2010
Tofias PC  August 2005 - December 2007

Education
Boston College - Carroll School of Management   2001 — 2005
BS, Business Management, Accounting

Taylor Beach Taylor Beach Washington, District Of Columbia Details
Taylor Beach's UHY Advisors Experience January 2011 - March 2011
Job LLM Candidate at Georgetown University Law Center
Industry Law Practice
Experience
Georgetown University Law Center  August 2015 - Present
KPMG US  June 2014 - July 2014
UHY Advisors   January 2011 - March 2011
Jackson Hewitt Tax Services  January 2010 - February 2010

Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping

Education
Georgetown University Law Center   2015 — 2016
Master’s Degree, Tax Law/Taxation

South Texas College of Law   2012 — 2015
Doctor of Law (J.D.), 3.44 GPA

Baylor University - Hankamer School of Business   2007 — 2012
Masters of Accountancy, 3.22 Undergraduate; 3.4 Graduate GPA

Andrew Roush, CPA Andrew Roush, CPA Dallas, Texas Details
Andrew Roush, CPA's UHY Advisors Experience July 2010 - July 2012
Job Tax Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates  July 2012 - Present
UHY Advisors   July 2010 - July 2012
UHY Advisors   February 2009 - April 2009

Skills
Income Tax, Tax Preparation, FAS 109, Corporate Tax, Individual Tax, Partnership Taxation, State Tax, ASC 740, International Tax, CPA, Tax Research, FIN 48, Tax, Tax Accounting

Education
Baylor University   2005 — 2009
Bachelor's, Accounting

TCA

Anita Collins Anita Collins Woodland Hills, California Details
Anita Collins's UHY Advisors Experience July 1998 - September 2011
Job Copyright Licensing Analyst, Universal Music Group
Industry Music
Experience
Universal Music Group  June 2013 - Present
Universal Music Group  October 2012 - June 2013
Warner Music Group  August 2012 - October 2012
Rhino Entertainment  May 2012 - July 2012
TIME Financial  December 2011 - May 2012
UHY Advisors   July 1998 - September 2011

Skills
Digital Media, Music Publishing, Research, Music Licensing, Management, Administrative..., Microsoft Office, Proposal Writing, Event Planning, Social Media, Event Management

Education
Central Michigan University
BS, Business Administration

Robert Kalb Robert Kalb Washington D.C. Metro Area Details
Robert Kalb's UHY Advisors Experience May 2000 - August 2001
Job Corporate Governance Associate at Institutional Shareholder Services
Industry Information Technology and Services
Experience
Institutional Shareholder Services  November 2013 - Present
Thomson Reuters  August 2010 - November 2013
Thomson Reuters  May 2006 - August 2010
Thomson Reuters  October 2005 - May 2006
UHY Advisors   May 2000 - August 2001

Skills
Data Analysis, Analysis, Research, Legal Research, Analytics, Corporate Governance, Securities, Stocks, Investments, EDGAR, Product Development, SQL, FoxPro, Aviation, Commercial Aviation, EDGAR filings, Thomson One Banker

Education
Boston University Graduate School of Management   2013 — 2014
Graduate Certificate - Financial Markets

Loyola College in Maryland   2001 — 2005
B.A, Economics

Jenna Jordan Jenna Jordan Dallas, Texas Details
Jenna Jordan's UHY Advisors Experience January 2010 - December 2014
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  December 2014 - Present
UHY Advisors   January 2010 - December 2014

Skills
Tax Accounting, Tax, Corporate Tax, Partnership Taxation, Tax Research, Tax Preparation

Education
Baylor University - Hankamer School of Business   2005 — 2009
BBA, Accounting/Tax

Baylor University - Hankamer School of Business   2005 — 2009
MS, Taxation

Brad Lemasters Brad Lemasters Greater St. Louis Area Details
Brad Lemasters's UHY Advisors Experience September 2005 - August 2011
Job Chief Financial Officer at Hope Educational & Research Center
Industry Accounting
Experience
Hope Education   November 2013 - Present
Isle of Capri Casino  August 2011 - November 2013
UHY Advisors   September 2005 - August 2011
Baer & Edington LLC  2003 - 2005

Skills
Corporate Tax, Internal Controls, Tax

Education
University of Missouri-Columbia, College of Business   2001 — 2005
Masters, Accounting

Columbia College   2000 — 2001

Charles Hastey Charles Hastey Edmonton, Canada Area Details
Charles Hastey's UHY Advisors Experience March 2006 - February 2008
Job CEO Sahara Sandblasting & Painting
Industry Oil & Energy
Experience
Sahara Sandblasting & Painting   September 2011 - Present
Empire Drywall Ltd.   May 2008 - September 2011
UHY Advisors   March 2006 - February 2008

Skills
Auditing, Financial Accounting, Financial Reporting, Accounting, SEC filings, Managerial Finance, Strategic Planning, Sales Management, Team Building, Marketing Strategy, Restructuring

Education
Cornell University - Johnson Graduate School of Management   2011 — 2012
MBA, Management

Queen's University   2011 — 2012
MBA, School of Business

Canadian Institute of Chartered Accountants   2003 — 2006
CA, Accounting

The University of Lethbridge   2000 — 2002
Bachelor of Commerce (BCom), Accounting and Business/Management

SUSAN DACKS SUSAN DACKS Greater New York City Area Details
SUSAN DACKS's UHY Advisors Experience April 2001 - November 2008
Job OWNER at SUSAN M. DACKS CPA
Industry Accounting
Experience
SUSAN M. DACKS CPA   December 2008 - Present
UHY Advisors   April 2001 - November 2008

Education
City University of New York-Herbert H. Lehman College   1967 — 1972
BACHELOR OF SCIENCE, ACCOUNTING

Vanessa Lucero Vanessa Lucero Greater New York City Area Details
Vanessa Lucero's UHY Advisors Experience January 2010 - December 2014
Job Audit Manager
Industry Accounting
Experience
Marcum LLP  January 2015 - Present
UHY Advisors   January 2010 - December 2014
UHY Advisors   January 2005 - January 2010

Skills
Auditing, Accounting, GAAP, Financial Statements, Due Diligence, Microsoft Office, ProSystem fx Engagement, Analysis, Financial Analysis, Financial Accounting

Education
City University of New York-Baruch College - Zicklin School of Business   2000 — 2004
BBA, Accounting

Sana Shahid Sana Shahid New York, New York Details
Sana Shahid's UHY Advisors Experience January 2011 - August 2011
Job Student at City University of New YorkBaruch College
Industry Accounting
Experience
UHY Advisors   January 2011 - August 2011

Education
Baruch College, City University of New York (CUNY)   2009 — 2013

Patrick Naughton, CFA Patrick Naughton, CFA Boston, Massachusetts Details
Patrick Naughton, CFA's UHY Advisors Experience May 2005 - July 2005
Job Manager Research Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  January 2015 - Present
MetLife Advisers, LLC   June 2008 - January 2015
State Street  June 2006 - June 2008
Longwood Investment Advisors   September 2005 - April 2006
UHY Advisors   May 2005 - July 2005
UBS Wealth Management  September 2003 - February 2004

Education
Boston College   2009 — 2012
Master of Science (M.S.), Finance

Boston University   2002 — 2006
BS Business Admin, Finance & Accounting

Amy Shafer Amy Shafer Macomb, Michigan Details
Amy Shafer's UHY Advisors Experience 2001 - 2007
Job Paraprofessional at Utica Community Schools
Industry Accounting
Experience
Utica Community Schools  September 2014 - Present
UHY Advisors   2001 - 2007

Education
Central Michigan University   1995 — 1997
Bachelor of Business Administration (BBA), Marketing

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