UHY Advisors
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UHY Advisors Employees
Employee
Years
Job
Industry
Shehzila Sadruddin Shehzila Sadruddin's UHY Advisors Experience September 2008 - September 2012
Job Senior Managing Consultant at Berekely Research Group
Industry Accounting
Experience
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC September 2012 - Present
UHY Advisors September 2008 - September 2012
Skills
Forensic Accounting, Accounting, Internal Controls, FCPA, Financial Reporting, Auditing, Financial Analysis, Financial Modeling, Management Consulting, Due Diligence, Fraud, Litigation Consulting
Education
The University of Texas at Austin 2004 — 2008
Master in Professional Accounting
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC September 2012 - Present
UHY Advisors September 2008 - September 2012
Skills
Forensic Accounting, Accounting, Internal Controls, FCPA, Financial Reporting, Auditing, Financial Analysis, Financial Modeling, Management Consulting, Due Diligence, Fraud, Litigation Consulting
Education
The University of Texas at Austin 2004 — 2008
Master in Professional Accounting
Susan McLauchlan Susan McLauchlan's UHY Advisors Experience May 2005 - February 2011
Job Chief Human Resources Officer at Stewart Title
Industry Human Resources
Experience
Stewart Title June 2011 - Present
UHY Advisors May 2005 - February 2011
Dynegy 2000 - 2004
Enron October 1997 - July 2000
Shell Oil Company January 1997 - August 1997
Amoco May 1990 - January 1997
Houston Lighting & Power October 1982 - May 1990
Education
The University of Texas at Austin
BS cum laude, Education - Social Sciences
University of Houston
Masters, Educational Psychology
Stewart Title June 2011 - Present
UHY Advisors May 2005 - February 2011
Dynegy 2000 - 2004
Enron October 1997 - July 2000
Shell Oil Company January 1997 - August 1997
Amoco May 1990 - January 1997
Houston Lighting & Power October 1982 - May 1990
Education
The University of Texas at Austin
BS cum laude, Education - Social Sciences
University of Houston
Masters, Educational Psychology
Blair Abernathy Blair Abernathy's UHY Advisors Experience July 2006 - August 2009
Job Tax Senior Manager (CPA) at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2013 - Present
Fitts, Roberts & Co., P.C. August 2009 - January 2013
UHY Advisors July 2006 - August 2009
Skills
Certified Public..., Federal, State &..., Tax Returns, Corporate Tax, CPA, International Tax, Tax, State Tax, Tax Accounting, Tax Research
Education
The University of Texas at Austin 2005 — 2006
Master in Professional Accounting, Tax Accounting
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
BDO USA, LLP January 2013 - Present
Fitts, Roberts & Co., P.C. August 2009 - January 2013
UHY Advisors July 2006 - August 2009
Skills
Certified Public..., Federal, State &..., Tax Returns, Corporate Tax, CPA, International Tax, Tax, State Tax, Tax Accounting, Tax Research
Education
The University of Texas at Austin 2005 — 2006
Master in Professional Accounting, Tax Accounting
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Daniel Vazquez Daniel Vazquez's UHY Advisors Experience June 2014 - Present
Job Consultant at UHY Advisors
Industry Management Consulting
Experience
UHY Advisors June 2014 - Present
Veterans United Home Loans February 2012 - May 2014
Lift Division June 2013 - August 2013
University of Missouri Trulaske College of Business August 2010 - August 2012
University of Missouri January 2011 - December 2011
Italcementi Group June 2010 - July 2010
Skills
Process Improvement, Leadership, Minitab, Six Sigma, Lean Tools, Management Consulting, Project Management, Problem Solving, Negotiation, Management, Data Analysis, Microsoft Excel, Online Marketing, Public Speaking, Team Leadership, Team Building, Entrepreneurship, Cross Cultural..., Adaptability, Communication Skills, Microsoft Office, PowerPoint, Time Management, Customer Service, Social Networking, Organizing Meetings, Communication
Education
University of Missouri-Columbia, College of Business 2012 — 2014
Master of Business Administration (MBA), Management
University of Missouri-Columbia 2007 — 2011
Bachelor of Science in Business Administration, Finance and Banking; Real Estate
Università degli Studi di Bergamo 2010 — 2010
International Finance, International Management
UHY Advisors June 2014 - Present
Veterans United Home Loans February 2012 - May 2014
Lift Division June 2013 - August 2013
University of Missouri Trulaske College of Business August 2010 - August 2012
University of Missouri January 2011 - December 2011
Italcementi Group June 2010 - July 2010
Skills
Process Improvement, Leadership, Minitab, Six Sigma, Lean Tools, Management Consulting, Project Management, Problem Solving, Negotiation, Management, Data Analysis, Microsoft Excel, Online Marketing, Public Speaking, Team Leadership, Team Building, Entrepreneurship, Cross Cultural..., Adaptability, Communication Skills, Microsoft Office, PowerPoint, Time Management, Customer Service, Social Networking, Organizing Meetings, Communication
Education
University of Missouri-Columbia, College of Business 2012 — 2014
Master of Business Administration (MBA), Management
University of Missouri-Columbia 2007 — 2011
Bachelor of Science in Business Administration, Finance and Banking; Real Estate
Università degli Studi di Bergamo 2010 — 2010
International Finance, International Management
Marisa Mayorga Marisa Mayorga's UHY Advisors Experience June 2007 - November 2014
Job Senior Tax Accountant at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors June 2007 - November 2014
KSM Materials Handling Corp June 2005 - June 2007
Skills
Tax Research, Tax, Tax Accounting, CPA, Corporate Tax, Accounting, Income Tax, Tax Preparation, Partnership Taxation, ProSystem fx Tax, Sarbanes-Oxley Act, Auditing, General Ledger
Education
University of Houston, C.T. Bauer College of Business 2006 — 2007
MSA, Accountancy
University of Houston 2003 — 2005
BBA, Accountancy
BDO USA, LLP December 2014 - Present
UHY Advisors June 2007 - November 2014
KSM Materials Handling Corp June 2005 - June 2007
Skills
Tax Research, Tax, Tax Accounting, CPA, Corporate Tax, Accounting, Income Tax, Tax Preparation, Partnership Taxation, ProSystem fx Tax, Sarbanes-Oxley Act, Auditing, General Ledger
Education
University of Houston, C.T. Bauer College of Business 2006 — 2007
MSA, Accountancy
University of Houston 2003 — 2005
BBA, Accountancy
Barton Payne Barton Payne's UHY Advisors Experience July 2008 - December 2008
Job CFO, Brotherz, Inc.
Industry Financial Services
Experience
Brotherz, Inc. March 2012 - Present
Blohm + Voss Oil Tools, LLC. December 2008 - March 2012
UHY Advisors July 2008 - December 2008
SouthWaste Services, Inc. October 2007 - June 2008
Tadano America Corporation February 2007 - September 2007
Valley Race Park, Inc. July 2006 - January 2007
Control Solutions International March 2006 - June 2006
Sirius Solutions L L L P December 2005 - February 2006
Resources Global Professionals July 2003 - November 2005
US Home Corp May 2001 - June 2003
Skills
Tax, GAAP, Tax Accounting, Financial Reporting, SEC filings, Auditing, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, US GAAP, Forecasting, Finance, Budgets, Accounts Payable, Change Management, Microsoft Excel, Due Diligence, Negotiation, Management, Project Management, Talent Acquisition, Recruiting, Cash Flow Forecasting, Cost Accounting, Cash Flow, Cash Management, CPA, Account Reconciliation, Corporate Tax, Consolidation, Payroll, Corporate Finance, SAP, General Ledger, Financial Statements, Revenue Recognition, Internal Audit, Financial Audits, Fixed Assets, Sarbanes-Oxley, QuickBooks
Education
University of Houston Central Campus 1981 — 1983
BBA, Accounting, 3.75
The University of Texas at Austin 1978 — 1981
Transferred to University of Houston, Accounting and Finance
Westminster School, Simsbury, CT
Brotherz, Inc. March 2012 - Present
Blohm + Voss Oil Tools, LLC. December 2008 - March 2012
UHY Advisors July 2008 - December 2008
SouthWaste Services, Inc. October 2007 - June 2008
Tadano America Corporation February 2007 - September 2007
Valley Race Park, Inc. July 2006 - January 2007
Control Solutions International March 2006 - June 2006
Sirius Solutions L L L P December 2005 - February 2006
Resources Global Professionals July 2003 - November 2005
US Home Corp May 2001 - June 2003
Skills
Tax, GAAP, Tax Accounting, Financial Reporting, SEC filings, Auditing, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, US GAAP, Forecasting, Finance, Budgets, Accounts Payable, Change Management, Microsoft Excel, Due Diligence, Negotiation, Management, Project Management, Talent Acquisition, Recruiting, Cash Flow Forecasting, Cost Accounting, Cash Flow, Cash Management, CPA, Account Reconciliation, Corporate Tax, Consolidation, Payroll, Corporate Finance, SAP, General Ledger, Financial Statements, Revenue Recognition, Internal Audit, Financial Audits, Fixed Assets, Sarbanes-Oxley, QuickBooks
Education
University of Houston Central Campus 1981 — 1983
BBA, Accounting, 3.75
The University of Texas at Austin 1978 — 1981
Transferred to University of Houston, Accounting and Finance
Westminster School, Simsbury, CT
Leigh-Anne Levinski Leigh-Anne Levinski's UHY Advisors Experience March 2010 - December 2011
Job Manager, Strategic and Enterprise Inside Sales West Region
Industry Information Technology and Services
Experience
Red Hat July 2013 - Present
Mobius Partners December 2011 - April 2013
UHY Advisors March 2010 - December 2011
eMag Solutions LLP March 2009 - September 2009
Oce Business Services October 2008 - March 2009
Renew Data 2004 - 2008
Skills
New Business Development, Cold Calling, Account Penetration, Salesforce.com, Direct Sales, Market Penetration, Professional Services, Business Development, Management, Data Center, Litigation Support, Sales Operations, Sales, Enterprise Software, SaaS, Consulting, Cloud Computing, Solution Selling
Education
The University of Texas at Austin 1999 — 2004
Red Hat July 2013 - Present
Mobius Partners December 2011 - April 2013
UHY Advisors March 2010 - December 2011
eMag Solutions LLP March 2009 - September 2009
Oce Business Services October 2008 - March 2009
Renew Data 2004 - 2008
Skills
New Business Development, Cold Calling, Account Penetration, Salesforce.com, Direct Sales, Market Penetration, Professional Services, Business Development, Management, Data Center, Litigation Support, Sales Operations, Sales, Enterprise Software, SaaS, Consulting, Cloud Computing, Solution Selling
Education
The University of Texas at Austin 1999 — 2004
Irtiza Arain Irtiza Arain's UHY Advisors Experience March 2007 - September 2011
Job Global IT Audit Manager IT Operations/Business Systems at Schlumberger
Industry Oil & Energy
Experience
Schlumberger May 2013 - Present
Schlumberger September 2011 - June 2013
UHY Advisors March 2007 - September 2011
Citi May 2006 - March 2007
Softway Solutions December 2003 - January 2005
MD Anderson Cancer Hospital August 2003 - December 2003
Skills
SAP, Access, PeopleSoft, SQL, CISA, QuickBooks, Java, PowerPoint, Peachtree, LaTeX, Photoshop, Pagemaker, DirectX, Sarbanes-Oxley Act, IT Audit, Internal Controls, Internal Audit, Auditing, ERP, Analysis, Security, Change Management, Risk Assessment, Budgets, US GAAP, Sarbanes-Oxley, Project Management, External Audit, Finance, Enterprise Risk..., Assurance, Training, Financial Reporting, Accounting, IT Management, GAAP, SEC filings, Business Process, Consolidation, Financial Audits, Financial Accounting
Education
University of Houston 2000 — 2006
Bachelor of Business Administration, Finance/Computer Science
University of Houston, C.T. Bauer College of Business 2003 — 2005
Finance/Accounting, Business
Schlumberger May 2013 - Present
Schlumberger September 2011 - June 2013
UHY Advisors March 2007 - September 2011
Citi May 2006 - March 2007
Softway Solutions December 2003 - January 2005
MD Anderson Cancer Hospital August 2003 - December 2003
Skills
SAP, Access, PeopleSoft, SQL, CISA, QuickBooks, Java, PowerPoint, Peachtree, LaTeX, Photoshop, Pagemaker, DirectX, Sarbanes-Oxley Act, IT Audit, Internal Controls, Internal Audit, Auditing, ERP, Analysis, Security, Change Management, Risk Assessment, Budgets, US GAAP, Sarbanes-Oxley, Project Management, External Audit, Finance, Enterprise Risk..., Assurance, Training, Financial Reporting, Accounting, IT Management, GAAP, SEC filings, Business Process, Consolidation, Financial Audits, Financial Accounting
Education
University of Houston 2000 — 2006
Bachelor of Business Administration, Finance/Computer Science
University of Houston, C.T. Bauer College of Business 2003 — 2005
Finance/Accounting, Business
Brad Caproni Brad Caproni's UHY Advisors Experience June 2007 - March 2013
Job Indirect Tax Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC March 2013 - June 2015
UHY Advisors June 2007 - March 2013
Skills
Tax, Sales & Use Tax, Property Tax, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Financial Accounting, Microsoft Word, Tax Research, Notary, SALT, Analysis, Business Valuation, Microsoft Office, Tax Accounting, General Ledger, Tax Preparation, State Tax, US Tax, Tax Returns, Financial Reporting, GAAP, Internal Controls, US GAAP, Forecasting, Love to Cook, Butterfly, Big Brother, Community Outreach, Facebooking, Specialty Coffee, Puppies, Craft Beer, Country Music, Herbs, Heavy Equipment, Coaching, Headhunt, Human Resources, IRS Enrolled Agent, Running Errands, Adobe Acrobat, Soft Skills, Recruiting, Sportswear, Online Marketing, Grocery Industry, Texas Notary, Cherry Picker
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
PwC July 2015 - Present
PwC March 2013 - June 2015
UHY Advisors June 2007 - March 2013
Skills
Tax, Sales & Use Tax, Property Tax, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Financial Accounting, Microsoft Word, Tax Research, Notary, SALT, Analysis, Business Valuation, Microsoft Office, Tax Accounting, General Ledger, Tax Preparation, State Tax, US Tax, Tax Returns, Financial Reporting, GAAP, Internal Controls, US GAAP, Forecasting, Love to Cook, Butterfly, Big Brother, Community Outreach, Facebooking, Specialty Coffee, Puppies, Craft Beer, Country Music, Herbs, Heavy Equipment, Coaching, Headhunt, Human Resources, IRS Enrolled Agent, Running Errands, Adobe Acrobat, Soft Skills, Recruiting, Sportswear, Online Marketing, Grocery Industry, Texas Notary, Cherry Picker
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Doug McElroy, CPA Doug McElroy, CPA's UHY Advisors Experience September 2012 - January 2013
Job Corporate Controller @ Webasto Roof Systems
Industry Automotive
Experience
Webasto Roof Systems, Inc October 2014 - Present
Thumb Knuckle Distillery May 2014 - October 2014
Webasto Roof Systems September 2013 - October 2014
UHY Advisors September 2012 - January 2013
Stanley Black & Decker , Inc. September 2008 - September 2012
Spiralock Corporation January 2006 - September 2008
Robert Half Management Resources January 2005 - December 2005
Prophet Industries, Limited August 2002 - December 2004
Cab-Inet.com, Inc January 2001 - August 2002
Textron Automotive November 1995 - January 2001
Skills
Budgeting, Executive Management, Financial Planning, Financial Analysis, Process Improvement, Forecasting, Problem Solving, Analysis, Compliance, Change Management, Financial Modeling, Financial Management, Excel, Managerial Finance, Budgets, Auditing, Finance, Management, Microsoft Excel, Strategic Financial..., Income Statement, Negotiation, Leadership, Mergers
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance, Accounting, Marketing
University of Michigan 1978 — 1981
None, Organizational Psychology
Webasto Roof Systems, Inc October 2014 - Present
Thumb Knuckle Distillery May 2014 - October 2014
Webasto Roof Systems September 2013 - October 2014
UHY Advisors September 2012 - January 2013
Stanley Black & Decker , Inc. September 2008 - September 2012
Spiralock Corporation January 2006 - September 2008
Robert Half Management Resources January 2005 - December 2005
Prophet Industries, Limited August 2002 - December 2004
Cab-Inet.com, Inc January 2001 - August 2002
Textron Automotive November 1995 - January 2001
Skills
Budgeting, Executive Management, Financial Planning, Financial Analysis, Process Improvement, Forecasting, Problem Solving, Analysis, Compliance, Change Management, Financial Modeling, Financial Management, Excel, Managerial Finance, Budgets, Auditing, Finance, Management, Microsoft Excel, Strategic Financial..., Income Statement, Negotiation, Leadership, Mergers
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance, Accounting, Marketing
University of Michigan 1978 — 1981
None, Organizational Psychology
Mary Woods, CPA Mary Woods, CPA's UHY Advisors Experience July 2010 - January 2011
Job Senior Tax Analyst at FMC Technologies
Industry Accounting
Experience
FMC Technologies June 2012 - Present
Deloitte Tax, LLP January 2011 - June 2012
UHY Advisors July 2010 - January 2011
The University of Texas at Austin August 2009 - May 2010
UHY Advisors February 2009 - May 2009
Skills
Prosystem Fx Tax &..., Microsoft Office, RIA, CCH, Excel, Access, Accounting, Tax, PowerPoint, Word, Outlook, Microsoft Excel, Tax Research, SAP, Tax Accounting, CPA, Due Diligence, Tax Preparation, Tax Returns, Data Analysis, Corporate Tax, US GAAP, SEC filings
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Professional Accounting - Taxation
FMC Technologies June 2012 - Present
Deloitte Tax, LLP January 2011 - June 2012
UHY Advisors July 2010 - January 2011
The University of Texas at Austin August 2009 - May 2010
UHY Advisors February 2009 - May 2009
Skills
Prosystem Fx Tax &..., Microsoft Office, RIA, CCH, Excel, Access, Accounting, Tax, PowerPoint, Word, Outlook, Microsoft Excel, Tax Research, SAP, Tax Accounting, CPA, Due Diligence, Tax Preparation, Tax Returns, Data Analysis, Corporate Tax, US GAAP, SEC filings
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Professional Accounting - Taxation
Jacqueline Echevarria Jacqueline Echevarria's UHY Advisors Experience October 2012 - November 2013
Job Litigation Paraprofessional in Electronic Discovery and Digital Forensics
Industry Accounting
Experience
BDO USA, LLP December 2013 - Present
UHY Advisors October 2012 - November 2013
alliantgroup January 2011 - October 2012
Directory One 2007 - 2008
Talbots March 2006 - April 2007
Skills
Psychology, Microsoft Excel, SEO, PPC, Non-profits, Social Media, Data Analysis, Statistics, Google Analytics, SPSS, Event Planning, PowerPoint, Microsoft Office, Social Media Marketing, Customer Service, Microsoft Word, Research, Organizational..., Public Speaking, Administrative..., Project Coordination, Social Networking, Salesforce Administrator, Marketing Communications, Marketing Strategy, Strategic Planning, Online Marketing, Leadership, Access, Time Management, Analysis, Fundraising, Teamwork, Outlook, Administrative...
Education
University of Houston 2002 — 2010
Bachelor of Science, Psychology, Sociology
University of Houston 2002 — 2010
Bachelor of Science (B.S.), Psychology
BDO USA, LLP December 2013 - Present
UHY Advisors October 2012 - November 2013
alliantgroup January 2011 - October 2012
Directory One 2007 - 2008
Talbots March 2006 - April 2007
Skills
Psychology, Microsoft Excel, SEO, PPC, Non-profits, Social Media, Data Analysis, Statistics, Google Analytics, SPSS, Event Planning, PowerPoint, Microsoft Office, Social Media Marketing, Customer Service, Microsoft Word, Research, Organizational..., Public Speaking, Administrative..., Project Coordination, Social Networking, Salesforce Administrator, Marketing Communications, Marketing Strategy, Strategic Planning, Online Marketing, Leadership, Access, Time Management, Analysis, Fundraising, Teamwork, Outlook, Administrative...
Education
University of Houston 2002 — 2010
Bachelor of Science, Psychology, Sociology
University of Houston 2002 — 2010
Bachelor of Science (B.S.), Psychology
Jennifer Sebeey Jennifer Sebeey's UHY Advisors Experience January 2013 - October 2014
Job Assistant Controller SOX & Global Finance at DistributionNOW
Industry Accounting
Experience
DistributionNOW October 2014 - Present
UHY Advisors January 2013 - October 2014
UHY LLP January 2012 - March 2012
Johnson & Johnson June 2011 - August 2011
University of Houston August 2008 - May 2011
University of Houston May 2010 - August 2010
Education
University of Houston
Bachelor of Business Administration, Accounting
DistributionNOW October 2014 - Present
UHY Advisors January 2013 - October 2014
UHY LLP January 2012 - March 2012
Johnson & Johnson June 2011 - August 2011
University of Houston August 2008 - May 2011
University of Houston May 2010 - August 2010
Education
University of Houston
Bachelor of Business Administration, Accounting
Lindsey Valente, CPA Lindsey Valente, CPA's UHY Advisors Experience February 2011 - June 2014
Job Audit Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - Present
UHY Advisors February 2011 - June 2014
Rasmussen College October 2009 - February 2011
KPMG LLP September 2008 - September 2009
Weaver August 2007 - August 2008
Skills
Auditing, GAAP, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, SEC filings, US GAAP, General Ledger, Financial Analysis, Internal Audit, CPA, External Audit, Assurance, Financial Statements, Financial Audits
Education
University of Houston 2007 — 2008
Master of Science, Accountancy
University of Houston 2003 — 2007
Bachelor, Business Administration; Accountancy
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - Present
UHY Advisors February 2011 - June 2014
Rasmussen College October 2009 - February 2011
KPMG LLP September 2008 - September 2009
Weaver August 2007 - August 2008
Skills
Auditing, GAAP, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, SEC filings, US GAAP, General Ledger, Financial Analysis, Internal Audit, CPA, External Audit, Assurance, Financial Statements, Financial Audits
Education
University of Houston 2007 — 2008
Master of Science, Accountancy
University of Houston 2003 — 2007
Bachelor, Business Administration; Accountancy
Jasper Bernardo Jasper Bernardo's UHY Advisors Experience December 2013 - November 2014
Job Internal Controls Analyst at Swift Energy Company
Industry Oil & Energy
Experience
Swift Energy Company November 2014 - Present
UHY Advisors December 2013 - November 2014
Service Corporation International June 2012 - November 2013
Education
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Swift Energy Company November 2014 - Present
UHY Advisors December 2013 - November 2014
Service Corporation International June 2012 - November 2013
Education
University of Houston 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Blake Zisman Blake Zisman's UHY Advisors Experience May 2011 - August 2011
Job Reservoir Engineer BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton July 2014 - Present
BHP Billiton May 2013 - August 2013
The University of Texas at Austin May 2012 - December 2012
UHY Advisors May 2011 - August 2011
Redstone Golf Club August 2007 - August 2009
Skills
Microsoft Office, CMG, MBAL, Matlab, Microsoft Excel
Education
The University of Texas at Austin 2009 — 2014
Engineering, Petroleum
BHP Billiton July 2014 - Present
BHP Billiton May 2013 - August 2013
The University of Texas at Austin May 2012 - December 2012
UHY Advisors May 2011 - August 2011
Redstone Golf Club August 2007 - August 2009
Skills
Microsoft Office, CMG, MBAL, Matlab, Microsoft Excel
Education
The University of Texas at Austin 2009 — 2014
Engineering, Petroleum
Stephanie Fuller's UHY Advisors Experience January 2005 - December 2013
Job Managing Director
Industry Legal Services
Experience
Berkeley Research Group LLC January 2014 - Present
UHY Advisors January 2005 - December 2013
FTI Consulting 2002 - 2005
Sapphire Technologies 1999 - 2002
Bristol Hotels & Resorts 1998 - 1999
Skills
Business Development, Litigation Support, New Business Development, Professional Services, Due Diligence, Strategic Planning, Recruiting, Business Strategy, Project Planning, Contract Negotiation, Strategy, Internal Audit, Fraud, Business Valuation, Litigation, Sales, Consulting, Mergers & Acquisitions, Corporate Law, Valuation, Intellectual Property, SaaS, Risk Management, Forensic Accounting, FCPA, Computer Forensics, Start-ups, Corporate Governance, Executive Management, Restructuring, Management Consulting, Private Equity
Education
University of Houston 1993 — 1998
B.S. Degree - Hotel & Restaurant Management, Business - Hotel & Restaurant Management
Paschal 1989 — 1993
Berkeley Research Group LLC January 2014 - Present
UHY Advisors January 2005 - December 2013
FTI Consulting 2002 - 2005
Sapphire Technologies 1999 - 2002
Bristol Hotels & Resorts 1998 - 1999
Skills
Business Development, Litigation Support, New Business Development, Professional Services, Due Diligence, Strategic Planning, Recruiting, Business Strategy, Project Planning, Contract Negotiation, Strategy, Internal Audit, Fraud, Business Valuation, Litigation, Sales, Consulting, Mergers & Acquisitions, Corporate Law, Valuation, Intellectual Property, SaaS, Risk Management, Forensic Accounting, FCPA, Computer Forensics, Start-ups, Corporate Governance, Executive Management, Restructuring, Management Consulting, Private Equity
Education
University of Houston 1993 — 1998
B.S. Degree - Hotel & Restaurant Management, Business - Hotel & Restaurant Management
Paschal 1989 — 1993
Gireesh Shintri Gireesh Shintri's UHY Advisors Experience February 2012 - Present
Job Tax at UHY Advisors
Industry Accounting
Experience
UHY Advisors February 2012 - Present
UTMB May 2011 - August 2011
United States Marine Corps May 2004 - May 2010
Skills
Accounting, Corporate Tax, Partnership Tax, Individual Tax, Tax Returns, Microsoft Office, GAAP, Financial Accounting, Financial Reporting, Auditing, Budgets, Income Tax, Microsoft Excel, Tax Preparation, Tax, Tax Research, Partnership Taxation, SAP, Financial Analysis, Expatriate Tax
Education
University of Houston, C.T. Bauer College of Business 2012 — 2013
M.S. in Accountancy, Accounting
University of Houston 2005 — 2011
Bachelor of Business Administration (BBA), Accounting, Cum Laude
UHY Advisors February 2012 - Present
UTMB May 2011 - August 2011
United States Marine Corps May 2004 - May 2010
Skills
Accounting, Corporate Tax, Partnership Tax, Individual Tax, Tax Returns, Microsoft Office, GAAP, Financial Accounting, Financial Reporting, Auditing, Budgets, Income Tax, Microsoft Excel, Tax Preparation, Tax, Tax Research, Partnership Taxation, SAP, Financial Analysis, Expatriate Tax
Education
University of Houston, C.T. Bauer College of Business 2012 — 2013
M.S. in Accountancy, Accounting
University of Houston 2005 — 2011
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Kathye Elledge Kathye Elledge's UHY Advisors Experience September 2004 - February 2012
Job
Industry
Experience
PKF Texas February 2012 - Present
UHY Advisors September 2004 - February 2012
Skills
QuickBooks
Education
University of Houston 1986 — 1991
Bachelor's degree, Legal Studies, General
PKF Texas February 2012 - Present
UHY Advisors September 2004 - February 2012
Skills
QuickBooks
Education
University of Houston 1986 — 1991
Bachelor's degree, Legal Studies, General
Brett Edwards Brett Edwards's UHY Advisors Experience June 2010 - August 2010
Job Assistant Vice President at HJ Sims
Industry Investment Banking
Experience
HJ Sims August 2010 - Present
UHY Advisors June 2010 - August 2010
Mission Residential June 2009 - December 2009
Marcus & Millichap January 2009 - May 2009
AIC Ventures June 2008 - December 2008
Skills
Financial Modeling, Municipal Bonds, High Yield Bonds, Senior Living..., Financial Analysis, Underwriting, Real Estate Financing, Credit Analysis, Valuation, Due Diligence, Asset Management
Education
The University of Texas at Austin 2005 — 2009
BBA, Real Estate Finance, MIS
HJ Sims August 2010 - Present
UHY Advisors June 2010 - August 2010
Mission Residential June 2009 - December 2009
Marcus & Millichap January 2009 - May 2009
AIC Ventures June 2008 - December 2008
Skills
Financial Modeling, Municipal Bonds, High Yield Bonds, Senior Living..., Financial Analysis, Underwriting, Real Estate Financing, Credit Analysis, Valuation, Due Diligence, Asset Management
Education
The University of Texas at Austin 2005 — 2009
BBA, Real Estate Finance, MIS
Ross Robert Ross Robert's UHY Advisors Experience July 2011 - December 2014
Job Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors July 2011 - December 2014
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
MPA, Accounting
The University of Texas at Austin 2007 — 2009
BA, Economics
BDO USA, LLP December 2014 - Present
UHY Advisors July 2011 - December 2014
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
MPA, Accounting
The University of Texas at Austin 2007 — 2009
BA, Economics
Daniel Nguyen, CPA Daniel Nguyen, CPA's UHY Advisors Experience January 2008 - October 2009
Job Experienced CPA in Public Accounting, Healthcare, and Education
Industry Research
Experience
Lone Star College January 2010 - December 2010
Baylor College of Medicine October 2009 - November 2010
UHY Advisors January 2008 - October 2009
Education
The University of Texas at Austin 2002 — 2007
BBA & MPA, Accounting
Lone Star College January 2010 - December 2010
Baylor College of Medicine October 2009 - November 2010
UHY Advisors January 2008 - October 2009
Education
The University of Texas at Austin 2002 — 2007
BBA & MPA, Accounting
Joe Cabaniss's UHY Advisors Experience November 2000 - November 2014
Job Tax Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors November 2000 - November 2014
Arthur Andersen 1991 - 2000
Education
The University of Texas at Austin 1986 — 1991
BBA, MPA, Accounting
BDO USA, LLP December 2014 - Present
UHY Advisors November 2000 - November 2014
Arthur Andersen 1991 - 2000
Education
The University of Texas at Austin 1986 — 1991
BBA, MPA, Accounting
Ethan Ullman's UHY Advisors Experience June 2011 - December 2011
Job Account Manager at Proctors
Industry Entertainment
Experience
Proctors May 2014 - Present
ComedyPipe Radio Network December 2009 - Present
WCDB 90.9 FM October 2008 - Present
Self-Employed Comedian January 2007 - Present
Spiral Design Studio May 2012 - September 2013
Cotton Hill Studios, Inc. July 2010 - November 2012
UHY Advisors June 2011 - December 2011
Albany Student Press February 2009 - December 2011
Panera Bread July 2007 - June 2011
Times Union October 2010 - October 2010
Skills
Interviews, Film, Marketing, Research, Social Media, Entertainment, Radio, Event Planning, Television, Public Speaking, Press Releases, Public Relations, Event Management, Voice Over, Stand-up Comedy, Comedy, Copywriting, Creative Writing, Social Media Marketing, Acting, Journalism, Video, Music, Screenwriting, Editing, Improvisational Comedy, Radio Broadcasting, Broadcast, Copy Editing
Education
State University of New York at Albany 2008 — 2012
Bachelor of Arts (BA), Journalism Major, Dual Communications & Business Minor
Proctors May 2014 - Present
ComedyPipe Radio Network December 2009 - Present
WCDB 90.9 FM October 2008 - Present
Self-Employed Comedian January 2007 - Present
Spiral Design Studio May 2012 - September 2013
Cotton Hill Studios, Inc. July 2010 - November 2012
UHY Advisors June 2011 - December 2011
Albany Student Press February 2009 - December 2011
Panera Bread July 2007 - June 2011
Times Union October 2010 - October 2010
Skills
Interviews, Film, Marketing, Research, Social Media, Entertainment, Radio, Event Planning, Television, Public Speaking, Press Releases, Public Relations, Event Management, Voice Over, Stand-up Comedy, Comedy, Copywriting, Creative Writing, Social Media Marketing, Acting, Journalism, Video, Music, Screenwriting, Editing, Improvisational Comedy, Radio Broadcasting, Broadcast, Copy Editing
Education
State University of New York at Albany 2008 — 2012
Bachelor of Arts (BA), Journalism Major, Dual Communications & Business Minor
Merissa Mabee's UHY Advisors Experience March 2003 - July 2006
Job Human Resource Manager Benefits at University at Albany
Industry Higher Education
Experience
University at Albany April 2012 - Present
Health Research, Inc. August 2006 - April 2012
UHY Advisors March 2003 - July 2006
US Unwired September 2001 - October 2002
Skills
FMLA, Health Insurance, Workers Compensation, Health and Safety, Retirement System, Disability Insurance, New Hire Orientation, Flexible Spending..., COBRA Administration, Americans with..., Supervisory Skills, Writing Skills, Payroll Administration, Journal Entries, Notary Public, Time & Attendance, Microsoft Excel, COBRA, Benefits Administration, Payroll, New Hire Orientations, Human Resources, Policy, Accounts Payable, Employee Benefits, Management, Microsoft Office, Higher Education, Nonprofits
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science (B.S.), Finance/Management
Williamsville North
University at Albany April 2012 - Present
Health Research, Inc. August 2006 - April 2012
UHY Advisors March 2003 - July 2006
US Unwired September 2001 - October 2002
Skills
FMLA, Health Insurance, Workers Compensation, Health and Safety, Retirement System, Disability Insurance, New Hire Orientation, Flexible Spending..., COBRA Administration, Americans with..., Supervisory Skills, Writing Skills, Payroll Administration, Journal Entries, Notary Public, Time & Attendance, Microsoft Excel, COBRA, Benefits Administration, Payroll, New Hire Orientations, Human Resources, Policy, Accounts Payable, Employee Benefits, Management, Microsoft Office, Higher Education, Nonprofits
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science (B.S.), Finance/Management
Williamsville North
Kerry Duvall Kerry Duvall's UHY Advisors Experience July 2007 - June 2014
Job Certified Public Accountant (CPA)
Industry Accounting
Experience
McDaniel College July 2014 - Present
UHY Advisors July 2007 - June 2014
Peacock Condron Anderson & Co. July 2005 - 2007
KPMG September 2002 - July 2005
KPMG, LLP January 2000 - May 2000
Skills
CPA, Accounting, Tax, GAAP, Nonprofits, Corporate Tax, Financial Accounting, Income Tax, Management, Tax Preparation, Tax Returns
Education
University of Baltimore 2005 — 2008
MST, TAXATION
Villanova University 1998 — 2002
MS, ACCOUNTING
McDaniel College July 2014 - Present
UHY Advisors July 2007 - June 2014
Peacock Condron Anderson & Co. July 2005 - 2007
KPMG September 2002 - July 2005
KPMG, LLP January 2000 - May 2000
Skills
CPA, Accounting, Tax, GAAP, Nonprofits, Corporate Tax, Financial Accounting, Income Tax, Management, Tax Preparation, Tax Returns
Education
University of Baltimore 2005 — 2008
MST, TAXATION
Villanova University 1998 — 2002
MS, ACCOUNTING
Ana Ahmed, CPA Ana Ahmed, CPA's UHY Advisors Experience January 2012 - December 2012
Job Associate at ABIP, P.C.
Industry Accounting
Experience
Karlins, Ramey & Tompkins, LLC January 2013 - May 2014
UHY Advisors January 2012 - December 2012
UHY Advisors February 2010 - April 2010
Skills
ProSystem fx Tax, Tax Research, Partnership Taxation, Corporate Tax, Tax Accounting, US Tax, Tax Preparation, GAAP, Tax, Income Tax, Tax Returns, State Tax, S Corporations, Accounting, Financial Accounting
Education
University of Houston 2011 — 2011
Master of Science (MS), Accounting
University of Houston 2007 — 2010
Bachelor's degree, Accounting
Karlins, Ramey & Tompkins, LLC January 2013 - May 2014
UHY Advisors January 2012 - December 2012
UHY Advisors February 2010 - April 2010
Skills
ProSystem fx Tax, Tax Research, Partnership Taxation, Corporate Tax, Tax Accounting, US Tax, Tax Preparation, GAAP, Tax, Income Tax, Tax Returns, State Tax, S Corporations, Accounting, Financial Accounting
Education
University of Houston 2011 — 2011
Master of Science (MS), Accounting
University of Houston 2007 — 2010
Bachelor's degree, Accounting
Justin McCoy Justin McCoy's UHY Advisors Experience January 2011 - April 2011
Job GL Supervisor at WilliamsonDickie Mfg. Co.
Industry Accounting
Experience
Dickies®, a Williamson-Dickie Mfg. Co. brand March 2015 - Present
Dickies®, a Williamson-Dickie Mfg. Co. brand February 2014 - Present
Diversified Pure Chem August 2012 - February 2014
Diversified Pure Chem April 2011 - August 2012
UHY Advisors January 2011 - April 2011
Diversified Pure Chem October 2008 - January 2011
Skills
Accounting, Sales, CPA, Cost Accounting, Account Reconciliation, Cross-functional Team..., Auditing, Variance Analysis, US GAAP, Process Optimization, Business Process..., Financial Reporting, Financial Statements, Financial Modeling, Financial Analysis, Metrics Reporting, Statistics, Financial Accounting, Finance, Forecasting, Microsoft Excel, General Ledger
Education
The University of Texas at Arlington 2011 — 2012
Master of Science (MS), Accounting
The University of Texas at Arlington 2009 — 2011
Bachelor of Science (B.S.), Accounting
Dickies®, a Williamson-Dickie Mfg. Co. brand March 2015 - Present
Dickies®, a Williamson-Dickie Mfg. Co. brand February 2014 - Present
Diversified Pure Chem August 2012 - February 2014
Diversified Pure Chem April 2011 - August 2012
UHY Advisors January 2011 - April 2011
Diversified Pure Chem October 2008 - January 2011
Skills
Accounting, Sales, CPA, Cost Accounting, Account Reconciliation, Cross-functional Team..., Auditing, Variance Analysis, US GAAP, Process Optimization, Business Process..., Financial Reporting, Financial Statements, Financial Modeling, Financial Analysis, Metrics Reporting, Statistics, Financial Accounting, Finance, Forecasting, Microsoft Excel, General Ledger
Education
The University of Texas at Arlington 2011 — 2012
Master of Science (MS), Accounting
The University of Texas at Arlington 2009 — 2011
Bachelor of Science (B.S.), Accounting
Christopher Ainley Christopher Ainley's UHY Advisors Experience January 2006 - December 2007
Job Manager at FINANCIALHUBONLINE.COM
Industry Marketing and Advertising
Experience
FINANCIAL-HUB-ONLINE.COM October 2008 - Present
Odyne January 2008 - September 2008
UHY Advisors January 2006 - December 2007
Education
University of California, Berkeley 2004 — 2005
MBA, Finance
FINANCIAL-HUB-ONLINE.COM October 2008 - Present
Odyne January 2008 - September 2008
UHY Advisors January 2006 - December 2007
Education
University of California, Berkeley 2004 — 2005
MBA, Finance
Ginger Breo's UHY Advisors Experience September 2007 - February 2008
Job Costume Designer, Writer, Makeup Artist, and Administrator
Industry Entertainment
Experience
Kaiser Permanente March 2013 - Present
Kaufmann's Emporium June 2003 - Present
Renaissance Entertainment Company 2003 - Present
Seamstress of Avalon January 2001 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2011 - March 2013
Performics December 2009 - January 2011
eClick Performance December 2008 - December 2009
Weichert Realtors First Chicago March 2008 - November 2008
UHY Advisors September 2007 - February 2008
Options Xpress September 2006 - June 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Photoshop, Illustrator, Telephone Reception, Catering, Event Planning, Travel Planning, Expense Reports, Internet Services, Research, Document Drafting, Heavy Calendaring, Quality Assurance, Filing, Administrative..., Microsoft Office, Customer Service, Training, Advertising, Management, Marketing, Event Management, Social Media, Administrative...
Education
Tulane University 1998 — 2001
Theatre
Guerin Preparatory High School 1994 — 1998
Diploma
Kaiser Permanente March 2013 - Present
Kaufmann's Emporium June 2003 - Present
Renaissance Entertainment Company 2003 - Present
Seamstress of Avalon January 2001 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2011 - March 2013
Performics December 2009 - January 2011
eClick Performance December 2008 - December 2009
Weichert Realtors First Chicago March 2008 - November 2008
UHY Advisors September 2007 - February 2008
Options Xpress September 2006 - June 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Photoshop, Illustrator, Telephone Reception, Catering, Event Planning, Travel Planning, Expense Reports, Internet Services, Research, Document Drafting, Heavy Calendaring, Quality Assurance, Filing, Administrative..., Microsoft Office, Customer Service, Training, Advertising, Management, Marketing, Event Management, Social Media, Administrative...
Education
Tulane University 1998 — 2001
Theatre
Guerin Preparatory High School 1994 — 1998
Diploma
Pamela Waldron Pamela Waldron's UHY Advisors Experience February 2012 - October 2013
Job Business Appraiser at GBH CPAs, PC
Industry Accounting
Experience
GBH CPAs, PC November 2013 - Present
UHY Advisors February 2012 - October 2013
Kolkhorst & Kolkhorst, CPAs November 2010 - January 2012
Self-Employed January 2009 - October 2009
Hill Schwartz Spilker Keller, LLC April 2005 - October 2008
BKD, LLP February 2001 - April 2005
Skills
Audit, Business Valuation, Litigation Support, Accounting, Litigation Consulting, Financial Analysis, Auditing, Financial Reporting, CPA, Valuation, Financial Accounting, Tax, Internal Controls, Due Diligence, Forensic Accounting, Financial Statements, Financial Modeling, Finance, SEC filings, Expert Witness, US GAAP, GAAP
Education
St. John's School
High School
The University of Texas at Austin
MBA/MPA, Accounting and Finance
Wesleyan University
B.A., Liberal Arts
GBH CPAs, PC November 2013 - Present
UHY Advisors February 2012 - October 2013
Kolkhorst & Kolkhorst, CPAs November 2010 - January 2012
Self-Employed January 2009 - October 2009
Hill Schwartz Spilker Keller, LLC April 2005 - October 2008
BKD, LLP February 2001 - April 2005
Skills
Audit, Business Valuation, Litigation Support, Accounting, Litigation Consulting, Financial Analysis, Auditing, Financial Reporting, CPA, Valuation, Financial Accounting, Tax, Internal Controls, Due Diligence, Forensic Accounting, Financial Statements, Financial Modeling, Finance, SEC filings, Expert Witness, US GAAP, GAAP
Education
St. John's School
High School
The University of Texas at Austin
MBA/MPA, Accounting and Finance
Wesleyan University
B.A., Liberal Arts
Elizabeth Palmer, CPA Elizabeth Palmer, CPA's UHY Advisors Experience January 2011 - November 2013
Job Property Accounting Manager at Village Green
Industry Accounting
Experience
Village Green March 2015 - Present
Village Green December 2013 - March 2015
UHY Advisors January 2011 - November 2013
Polk & Associates, PLC January 2010 - March 2010
Schonsheck, Inc. 2006 - 2009
Accountemps 2005 - 2006
The Kirlin Company 2001 - 2004
National Bank of Detroit July 1983 - November 1990
Skills
Fixed Assets, Financial Statements, Auditing, Journal Entries, Tax Returns, Tax Preparation, Accounts Payable, Payroll, Accounting
Education
Walsh College 2006 — 2009
Masters of Science, Accounting
The Ohio State University Fisher College of Business 1981 — 1983
MBA, Finance
Village Green March 2015 - Present
Village Green December 2013 - March 2015
UHY Advisors January 2011 - November 2013
Polk & Associates, PLC January 2010 - March 2010
Schonsheck, Inc. 2006 - 2009
Accountemps 2005 - 2006
The Kirlin Company 2001 - 2004
National Bank of Detroit July 1983 - November 1990
Skills
Fixed Assets, Financial Statements, Auditing, Journal Entries, Tax Returns, Tax Preparation, Accounts Payable, Payroll, Accounting
Education
Walsh College 2006 — 2009
Masters of Science, Accounting
The Ohio State University Fisher College of Business 1981 — 1983
MBA, Finance
Courtney Brokaw's UHY Advisors Experience December 2014 - Present
Job Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors December 2014 - Present
UHY Advisors January 2012 - Present
UHY Advisors July 2010 - Present
Adams Harris May 2008 - July 2010
Jefferson Wells December 2007 - May 2008
SMBology, Inc May 2007 - December 2007
Signius Communications 2004 - 2007
Skills
Financial Reporting, SEC filings, GAAP, Payroll, Process Improvement, Account Reconciliation
Education
University of Houston
Bachelor of Science (BS)
Stratford High School
Diploma
BDO USA, LLP December 2014 - Present
UHY Advisors December 2014 - Present
UHY Advisors January 2012 - Present
UHY Advisors July 2010 - Present
Adams Harris May 2008 - July 2010
Jefferson Wells December 2007 - May 2008
SMBology, Inc May 2007 - December 2007
Signius Communications 2004 - 2007
Skills
Financial Reporting, SEC filings, GAAP, Payroll, Process Improvement, Account Reconciliation
Education
University of Houston
Bachelor of Science (BS)
Stratford High School
Diploma
Mike Whiting Mike Whiting's UHY Advisors Experience May 2001 - October 2003
Job Senior Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP August 2011 - Present
Grant Thornton LLP August 2006 - July 2011
Grant Thornton LLP October 2003 - July 2006
UHY Advisors May 2001 - October 2003
Skills
Sarbanes-Oxley Act, Accounting, Training, Internal Controls, SEC filings, Auditing, Financial Accounting, GAAP, Internal Audit, Financial Reporting, US GAAP, Team Leadership, SOX 404, CPA, External Audit, SEC Filings, Financial Analysis, Income Tax
Education
University of Detroit Mercy 1997 — 2001
Bachelor of Science (B.S.), Accounting
WL Western
Grant Thornton LLP August 2011 - Present
Grant Thornton LLP August 2006 - July 2011
Grant Thornton LLP October 2003 - July 2006
UHY Advisors May 2001 - October 2003
Skills
Sarbanes-Oxley Act, Accounting, Training, Internal Controls, SEC filings, Auditing, Financial Accounting, GAAP, Internal Audit, Financial Reporting, US GAAP, Team Leadership, SOX 404, CPA, External Audit, SEC Filings, Financial Analysis, Income Tax
Education
University of Detroit Mercy 1997 — 2001
Bachelor of Science (B.S.), Accounting
WL Western
David Stephens, CPA David Stephens, CPA's UHY Advisors Experience May 2006 - August 2007
Job Manager Financial Reporting at Nexeo Solutions, LLC
Industry Chemicals
Experience
Nexeo Solutions, LLC October 2012 - Present
Geokinetics December 2011 - September 2012
LBB & Associates Ltd., LLP September 2009 - December 2011
LBB & Associates January 2009 - October 2009
LBB & Associates Ltd., LLP September 2007 - December 2008
UHY Advisors May 2006 - August 2007
Skills
SEC filings, Auditing, CPA, Accounting, US GAAP, 10Q, 10K, Financial Accounting, Cash Flow Statements, Embedded Derivatives, Supervisory Skills, Equity Compensation, Technical Accounting..., Public Companies, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Hyperion Enterprise, Smaller Reporting..., Revenue Recognition, XBRL, SAP BPC, SEC Filings, GAAP, Consolidation, Financial Reporting, Finance
Education
University of Houston 2005 — 2006
MA '06, Accountancy
University of Houston 2001 — 2005
BBA '05, Accounting
Nexeo Solutions, LLC October 2012 - Present
Geokinetics December 2011 - September 2012
LBB & Associates Ltd., LLP September 2009 - December 2011
LBB & Associates January 2009 - October 2009
LBB & Associates Ltd., LLP September 2007 - December 2008
UHY Advisors May 2006 - August 2007
Skills
SEC filings, Auditing, CPA, Accounting, US GAAP, 10Q, 10K, Financial Accounting, Cash Flow Statements, Embedded Derivatives, Supervisory Skills, Equity Compensation, Technical Accounting..., Public Companies, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Hyperion Enterprise, Smaller Reporting..., Revenue Recognition, XBRL, SAP BPC, SEC Filings, GAAP, Consolidation, Financial Reporting, Finance
Education
University of Houston 2005 — 2006
MA '06, Accountancy
University of Houston 2001 — 2005
BBA '05, Accounting
Laura Hardin Laura Hardin's UHY Advisors Experience September 2006 - April 2007
Job Managing Director at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal August 2014 - Present
Charles River Associates June 2012 - August 2014
FTI Consulting November 2009 - June 2012
Navigant May 2007 - October 2009
UHY Advisors September 2006 - April 2007
PwC January 1996 - August 2006
Aeroflot - Russian Airlines November 1990 - December 1995
Skills
Forensic Accounting, Business Valuation, Litigation Support, Expert Witness, Management Consulting, Valuation, Big 4, Commercial Litigation, Mergers & Acquisitions, FCPA, Due Diligence, Restructuring, Corporate Governance, Corporate Law, Litigation
Education
The George Washington University 1992 — 1995
Master of Business Administration (M.B.A.), International Business
Wesleyan University 1985 — 1989
Bachelor of Arts (B.A.), Russian Language and Literature
Alvarez & Marsal August 2014 - Present
Charles River Associates June 2012 - August 2014
FTI Consulting November 2009 - June 2012
Navigant May 2007 - October 2009
UHY Advisors September 2006 - April 2007
PwC January 1996 - August 2006
Aeroflot - Russian Airlines November 1990 - December 1995
Skills
Forensic Accounting, Business Valuation, Litigation Support, Expert Witness, Management Consulting, Valuation, Big 4, Commercial Litigation, Mergers & Acquisitions, FCPA, Due Diligence, Restructuring, Corporate Governance, Corporate Law, Litigation
Education
The George Washington University 1992 — 1995
Master of Business Administration (M.B.A.), International Business
Wesleyan University 1985 — 1989
Bachelor of Arts (B.A.), Russian Language and Literature
Aaron Spack Aaron Spack's UHY Advisors Experience January 2011 - October 2014
Job at
Industry Accounting
Experience
Marathon Oil Corporation November 2014 - Present
UHY Advisors January 2011 - October 2014
Education
University of Houston, C.T. Bauer College of Business 2011 — 2012
Masters, Accoutancy
The University of Kansas 2007 — 2010
Bachelors, Accounting / Information Systems
Marathon Oil Corporation November 2014 - Present
UHY Advisors January 2011 - October 2014
Education
University of Houston, C.T. Bauer College of Business 2011 — 2012
Masters, Accoutancy
The University of Kansas 2007 — 2010
Bachelors, Accounting / Information Systems
JeVon T Holland, CIA, CFE, CRMA, CGAP JeVon T Holland, CIA, CFE, CRMA, CGAP's UHY Advisors Experience May 2001 - March 2004
Job Audit Manager Risk Compliance at U.S. Department of the Treasury
Industry Accounting
Experience
U.S. Department of the Treasury March 2015 - Present
USPS OIG August 2008 - March 2015
United States Department of Defense 2007 - 2008
KPMG US 2004 - 2007
UHY Advisors May 2001 - March 2004
Skills
Internal Controls, SOX, Audit, Auditing, Compliance, Certified Fraud Examiner, Risk Assessment, Internal Audit, Assurance, Business Advisory, Government Liaison, Certified Goverment..., Accounting, Management Consulting, Financial Audits, Sarbanes-Oxley Act, Risk Management, IT Audit, Financial Accounting, Financial Analysis, Financial Reporting, Managerial Finance, GAAP
Education
University of Cincinnati College of Business 1991 — 1997
BBA, Accounting
U.S. Department of the Treasury March 2015 - Present
USPS OIG August 2008 - March 2015
United States Department of Defense 2007 - 2008
KPMG US 2004 - 2007
UHY Advisors May 2001 - March 2004
Skills
Internal Controls, SOX, Audit, Auditing, Compliance, Certified Fraud Examiner, Risk Assessment, Internal Audit, Assurance, Business Advisory, Government Liaison, Certified Goverment..., Accounting, Management Consulting, Financial Audits, Sarbanes-Oxley Act, Risk Management, IT Audit, Financial Accounting, Financial Analysis, Financial Reporting, Managerial Finance, GAAP
Education
University of Cincinnati College of Business 1991 — 1997
BBA, Accounting
Caroline Stovall ACA Caroline Stovall ACA's UHY Advisors Experience October 2008 - September 2010
Job Senior Director at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting March 2012 - Present
Resources Global Professionals November 2010 - March 2012
UHY Advisors October 2008 - September 2010
BDO Stoy Hayward April 2005 - August 2008
KPMG March 2000 - March 2005
Mazars November 1995 - February 2000
Skills
IFRS, Technical Accounting, New Business Development, Auditing, Accounting, UK GAAP, External Audit, US GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Managerial Finance, Consolidation, Risk Management, Strategy, Financial Accounting, Revenue Recognition, SEC filings, Mergers & Acquisitions, Financial Statements, Internal Controls, Finance
Education
The University of Manchester 1993 — 1995
BA Hons, Accounting and Finance
The Manchester Metropolitan University 1992 — 1995
BA, Accounting & Finance
Riveron Consulting March 2012 - Present
Resources Global Professionals November 2010 - March 2012
UHY Advisors October 2008 - September 2010
BDO Stoy Hayward April 2005 - August 2008
KPMG March 2000 - March 2005
Mazars November 1995 - February 2000
Skills
IFRS, Technical Accounting, New Business Development, Auditing, Accounting, UK GAAP, External Audit, US GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Managerial Finance, Consolidation, Risk Management, Strategy, Financial Accounting, Revenue Recognition, SEC filings, Mergers & Acquisitions, Financial Statements, Internal Controls, Finance
Education
The University of Manchester 1993 — 1995
BA Hons, Accounting and Finance
The Manchester Metropolitan University 1992 — 1995
BA, Accounting & Finance
Angela Morales, CPA Angela Morales, CPA's UHY Advisors Experience September 2008 - November 2011
Job
Industry Retail
Experience
John Varvatos Enterprises November 2014 - Present
Tibi October 2013 - November 2014
PwC December 2011 - October 2013
UHY Advisors September 2008 - November 2011
Skills
US GAAP, CPA, Internal Controls, GAAP, Accounting
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Bachelors, Accounting, Finance
The George Washington University 2004 — 2005
John Varvatos Enterprises November 2014 - Present
Tibi October 2013 - November 2014
PwC December 2011 - October 2013
UHY Advisors September 2008 - November 2011
Skills
US GAAP, CPA, Internal Controls, GAAP, Accounting
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Bachelors, Accounting, Finance
The George Washington University 2004 — 2005
Ross Melnikov Ross Melnikov's UHY Advisors Experience January 2003 - May 2003
Job Audit Senior Manager at Deloitte
Industry Accounting
Experience
Deloitte August 2012 - Present
Deloitte May 2013 - May 2015
Deloitte & Touche August 2009 - August 2012
Deloitte August 2006 - August 2009
Deloitte & Touche January 2005 - August 2006
UHY Advisors January 2003 - May 2003
Northeast Utilities 2002 - 2002
Skills
Auditing, US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Analysis, Financial Reporting
Education
University of Connecticut 2004 — 2004
MS, Accounting
University of Connecticut 2000 — 2004
BS, Accounting
Deloitte August 2012 - Present
Deloitte May 2013 - May 2015
Deloitte & Touche August 2009 - August 2012
Deloitte August 2006 - August 2009
Deloitte & Touche January 2005 - August 2006
UHY Advisors January 2003 - May 2003
Northeast Utilities 2002 - 2002
Skills
Auditing, US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Analysis, Financial Reporting
Education
University of Connecticut 2004 — 2004
MS, Accounting
University of Connecticut 2000 — 2004
BS, Accounting
Pat Davies (Goodwin), CPA Pat Davies (Goodwin), CPA's UHY Advisors Experience February 2010 - April 2010
Job SEC Accountant at Cerner Corporation
Industry Accounting
Experience
Cerner Corporation November 2013 - Present
KPMG July 2013 - Present
KPMG October 2011 - June 2013
Truman State University August 2010 - July 2011
St. Louis Arc June 2009 - July 2010
UHY Advisors February 2010 - April 2010
Skills
Auditing, CPA, GAAP, US GAAP, SEC filings, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Tax, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Accounts Payable, Accounts Receivable
Education
Truman State University 2010 — 2011
Masters, Accountancy
Truman State University 2006 — 2010
BS in Accounting, BA in Finance
Cerner Corporation November 2013 - Present
KPMG July 2013 - Present
KPMG October 2011 - June 2013
Truman State University August 2010 - July 2011
St. Louis Arc June 2009 - July 2010
UHY Advisors February 2010 - April 2010
Skills
Auditing, CPA, GAAP, US GAAP, SEC filings, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Tax, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Accounts Payable, Accounts Receivable
Education
Truman State University 2010 — 2011
Masters, Accountancy
Truman State University 2006 — 2010
BS in Accounting, BA in Finance
John Holmes CPA's UHY Advisors Experience 2009 - July 2011
Job Business Assurance Senior Manager at Moore Colson
Industry Accounting
Experience
Moore Colson August 2011 - Present
UHY Advisors 2009 - July 2011
PricewaterhouseCoopers 2006 - 2009
Brooks, Holmes, Williams & Cook, LLC (a BDO Seidman Alliance firm) 1997 - 2006
Wal-Mart 1995 - 1997
Carr, Riggs & Ingram, LLC January 1994 - April 1994
Skills
US GAAP, SEC filings, Insurance, Manufacturing, IFRS, Construction, PEO, Home Builders, Distributors, Medical Devices, FIN 48, Software, Healthcare, Staffing Services, SSAE16, Non-profits, Home Warranty, Extended Warranty, Small Business Lending, Trade Associations, Renewable Energy, 401k, Due Diligence, Internal Audit, Software Development, Telecommunications, Consolidated Financial..., Nonprofits, Accounting, SSAE 16, GAAP
Education
University of Alabama 1989 — 1994
BS
Walton High School
Moore Colson August 2011 - Present
UHY Advisors 2009 - July 2011
PricewaterhouseCoopers 2006 - 2009
Brooks, Holmes, Williams & Cook, LLC (a BDO Seidman Alliance firm) 1997 - 2006
Wal-Mart 1995 - 1997
Carr, Riggs & Ingram, LLC January 1994 - April 1994
Skills
US GAAP, SEC filings, Insurance, Manufacturing, IFRS, Construction, PEO, Home Builders, Distributors, Medical Devices, FIN 48, Software, Healthcare, Staffing Services, SSAE16, Non-profits, Home Warranty, Extended Warranty, Small Business Lending, Trade Associations, Renewable Energy, 401k, Due Diligence, Internal Audit, Software Development, Telecommunications, Consolidated Financial..., Nonprofits, Accounting, SSAE 16, GAAP
Education
University of Alabama 1989 — 1994
BS
Walton High School
Matthew Carlson, CPA's UHY Advisors Experience 2009 - 2010
Job Manager, Financial Planning & Analysis
Industry Accounting
Experience
Amphenol 2014 - Present
Marcum LLP 2012 - 2014
Marcum LLP 2011 - 2012
Marcum LLP 2010 - 2011
UHY Advisors 2009 - 2010
UHY Advisors 2007 - 2008
Skills
Auditing, Accounting, GAAP, SEC filings, US GAAP, Internal Controls, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, General Ledger, Assurance, Consolidation, Financial Statements, Financial Analysis, Variance Analysis, Sarbanes-Oxley, SEC Filings
Education
University of Connecticut 2007 — 2008
MS, Accounting
University of Connecticut 2002 — 2007
BS, Accounting
Amphenol 2014 - Present
Marcum LLP 2012 - 2014
Marcum LLP 2011 - 2012
Marcum LLP 2010 - 2011
UHY Advisors 2009 - 2010
UHY Advisors 2007 - 2008
Skills
Auditing, Accounting, GAAP, SEC filings, US GAAP, Internal Controls, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, General Ledger, Assurance, Consolidation, Financial Statements, Financial Analysis, Variance Analysis, Sarbanes-Oxley, SEC Filings
Education
University of Connecticut 2007 — 2008
MS, Accounting
University of Connecticut 2002 — 2007
BS, Accounting
Sylvia Milewski's UHY Advisors Experience October 2012 - December 2012
Job Marketing Associate
Industry Marketing and Advertising
Experience
Primary Support Solutions March 2013 - February 2014
UHY Advisors October 2012 - December 2012
American Conference Institute June 2010 - June 2011
Skills
Marketing, Email Marketing, Marketing Communications, Microsoft Office, Social Media Marketing, Market Research, PowerPoint, Salesforce.com, Event Planning, Outlook, Direct Marketing, Facebook, Customer Service, Social Media, Microsoft Word, Microsoft Excel
Education
College of New Rochelle
Bachelor of Arts (BA), Communications, Psychology
Primary Support Solutions March 2013 - February 2014
UHY Advisors October 2012 - December 2012
American Conference Institute June 2010 - June 2011
Skills
Marketing, Email Marketing, Marketing Communications, Microsoft Office, Social Media Marketing, Market Research, PowerPoint, Salesforce.com, Event Planning, Outlook, Direct Marketing, Facebook, Customer Service, Social Media, Microsoft Word, Microsoft Excel
Education
College of New Rochelle
Bachelor of Arts (BA), Communications, Psychology
Maureen Vignaux Maureen Vignaux's UHY Advisors Experience January 2014 - April 2014
Job Accounting and Consulting Intern at LGT
Industry Accounting
Experience
Lane Gorman Trubitt PLLC July 2014 - Present
Becker CPA May 2014 - June 2015
UHY Advisors January 2014 - April 2014
University of Texas at Arlington September 2010 - December 2013
McNair Scholars Program May 2011 - August 2011
Cotton Patch Cafe May 2010 - September 2010
Olive Garden December 2004 - May 2009
Education
The University of Texas at Arlington 2013 — 2015
Master of Taxation
The University of Texas at Arlington 2013 — 2015
Master of Business Administration (MBA)
University of Texas at Arlington 2008 — 2012
Bachelor of Science, Biology
Lane Gorman Trubitt PLLC July 2014 - Present
Becker CPA May 2014 - June 2015
UHY Advisors January 2014 - April 2014
University of Texas at Arlington September 2010 - December 2013
McNair Scholars Program May 2011 - August 2011
Cotton Patch Cafe May 2010 - September 2010
Olive Garden December 2004 - May 2009
Education
The University of Texas at Arlington 2013 — 2015
Master of Taxation
The University of Texas at Arlington 2013 — 2015
Master of Business Administration (MBA)
University of Texas at Arlington 2008 — 2012
Bachelor of Science, Biology
Jeffri Botkin Jeffri Botkin's UHY Advisors Experience 1997 - November 2014
Job Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors 1997 - November 2014
Schulse Hartwig Richter & Co 1983 - 1997
Skills
CPA, Business, Energy, Estate Planning, Financial Analysis, Income Tax, Law Firms, Private Companies, Tax, Tax Accounting, Financial Reporting, Tax Research, Management, Tax Preparation, Accounting, Corporate Tax, Wealth, Strategy, Business Strategy, Auditing, Financial Accounting, GAAP, US GAAP, Corporate Tax Planning, Strategic Planning, Budgets, Cash Flow, Management Consulting, IRS problem resolution, Estate Tax Planning
Education
The University of Texas at Austin 1975 — 1980
BDO USA, LLP December 2014 - Present
UHY Advisors 1997 - November 2014
Schulse Hartwig Richter & Co 1983 - 1997
Skills
CPA, Business, Energy, Estate Planning, Financial Analysis, Income Tax, Law Firms, Private Companies, Tax, Tax Accounting, Financial Reporting, Tax Research, Management, Tax Preparation, Accounting, Corporate Tax, Wealth, Strategy, Business Strategy, Auditing, Financial Accounting, GAAP, US GAAP, Corporate Tax Planning, Strategic Planning, Budgets, Cash Flow, Management Consulting, IRS problem resolution, Estate Tax Planning
Education
The University of Texas at Austin 1975 — 1980
Mike Wiginton Mike Wiginton's UHY Advisors Experience March 2006 - August 2009
Job Controller at Pacific Labs LLC
Industry Hospital & Health Care
Experience
Pacific Labs LLC July 2014 - April 2015
Baptist Memorial Medical Group April 2010 - July 2013
UHY Advisors March 2006 - August 2009
UHY Advisors FLVS, Inc. March 2006 - August 2009
All My Sons Moving and Storage August 2003 - December 2005
Skills
Accounting, Auditing, Budgets, Computer Forensics, Due Diligence, Financial Analysis, Financial Reporting, Forensic Accounting, HIPAA, Healthcare, Litigation Support, Managerial Finance, Mergers, Process Improvement, Revenue Cycle, Strategic Planning, Team Building, SEC filings, Mergers & Acquisitions
Education
The University of Texas at Arlington 1976 — 1979
Accounting and Finance
Pacific Labs LLC July 2014 - April 2015
Baptist Memorial Medical Group April 2010 - July 2013
UHY Advisors March 2006 - August 2009
UHY Advisors FLVS, Inc. March 2006 - August 2009
All My Sons Moving and Storage August 2003 - December 2005
Skills
Accounting, Auditing, Budgets, Computer Forensics, Due Diligence, Financial Analysis, Financial Reporting, Forensic Accounting, HIPAA, Healthcare, Litigation Support, Managerial Finance, Mergers, Process Improvement, Revenue Cycle, Strategic Planning, Team Building, SEC filings, Mergers & Acquisitions
Education
The University of Texas at Arlington 1976 — 1979
Accounting and Finance
Charles St. John Charles St. John's UHY Advisors Experience May 2006 - July 2006
Job Domestic Revenue Agent at U.S. Department of Treasury Internal Revenue Service
Industry Government Administration
Experience
U.S. Department of the Treasury - IRS April 2015 - Present
U.S. Department of Treasury - Internal Revenue Service June 2010 - April 2015
Jefferson Wells International August 2006 - June 2010
Schlumberger Oil Field Services May 2006 - August 2006
UHY Advisors May 2006 - July 2006
NCI Building Systems, Inc. October 2004 - May 2005
Zimmer CEP USA Inc February 2001 - September 2004
Deloitte & Touche LLP February 2000 - February 2001
Shell Oil Company October 1996 - February 2000
Living Centers of America, Amerada Hess Corporation September 1995 - August 1996
Skills
Tax Compliance, Tax, Tax Audits, Federal Tax, Corporate Tax, Income Tax, Audit, Tax Returns, Tax Credits, Compliance, Tax Research, Corptax, Internal Audit, Partnership Taxation, IRS, Tax Preparation, Tax Reporting, Tax Return Preparation, Fixed Assets, Tax Services, Planning, Tax Law, Cost Segregation, Preparation, General Ledger, Due Diligence, FAS109, Sales Tax, Use Tax, Auditing, Big 4, FIN 48, State Tax, Sales, RIA, Accounting System, Journal Entries, US Tax, Sarbanes-Oxley, Internal Controls, CPA, Accounting, Tax Accounting
Education
The University of Texas at San Antonio 1978 — 1983
BBA, Accounting
U.S. Department of the Treasury - IRS April 2015 - Present
U.S. Department of Treasury - Internal Revenue Service June 2010 - April 2015
Jefferson Wells International August 2006 - June 2010
Schlumberger Oil Field Services May 2006 - August 2006
UHY Advisors May 2006 - July 2006
NCI Building Systems, Inc. October 2004 - May 2005
Zimmer CEP USA Inc February 2001 - September 2004
Deloitte & Touche LLP February 2000 - February 2001
Shell Oil Company October 1996 - February 2000
Living Centers of America, Amerada Hess Corporation September 1995 - August 1996
Skills
Tax Compliance, Tax, Tax Audits, Federal Tax, Corporate Tax, Income Tax, Audit, Tax Returns, Tax Credits, Compliance, Tax Research, Corptax, Internal Audit, Partnership Taxation, IRS, Tax Preparation, Tax Reporting, Tax Return Preparation, Fixed Assets, Tax Services, Planning, Tax Law, Cost Segregation, Preparation, General Ledger, Due Diligence, FAS109, Sales Tax, Use Tax, Auditing, Big 4, FIN 48, State Tax, Sales, RIA, Accounting System, Journal Entries, US Tax, Sarbanes-Oxley, Internal Controls, CPA, Accounting, Tax Accounting
Education
The University of Texas at San Antonio 1978 — 1983
BBA, Accounting
Amanda Johnson, CPA Amanda Johnson, CPA's UHY Advisors Experience November 2012 - December 2014
Job Assurance Senior at BDO USA, LLP
Industry Construction
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors November 2012 - December 2014
Lonestar Prestress Mfg., Inc. October 2007 - November 2012
Lonestar Prestress Mfg., Inc. / Boyer, Inc. December 2005 - October 2007
Lonestar Prestress Mfg., Inc. / Boyer, Inc. June 2005 - December 2005
Skills
Microsoft Excel, PowerPoint, QuickBooks, Spreadsheets, Customer Service, Accounts Payable, Data Entry, Invoicing, Accounts Receivable, Auditing, Account Reconciliation, GAAP, Financial Reporting, SEC filings, Microsoft Office, Administrative..., Office Management, Accounting, Human Resources, Analysis, Cost Accounting, Payroll, General Ledger, Financial Statements, Software Documentation, Sarbanes-Oxley Act, Outlook, Management, Journal Entries, Financial Analysis, US GAAP, Tax Accounting, Tax, Financial Accounting, Internal Controls, Budgets, Time Management, CPA, SAP, Cash Flow, Tax Preparation
Education
University of Houston 2009 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
BDO USA, LLP December 2014 - Present
UHY Advisors November 2012 - December 2014
Lonestar Prestress Mfg., Inc. October 2007 - November 2012
Lonestar Prestress Mfg., Inc. / Boyer, Inc. December 2005 - October 2007
Lonestar Prestress Mfg., Inc. / Boyer, Inc. June 2005 - December 2005
Skills
Microsoft Excel, PowerPoint, QuickBooks, Spreadsheets, Customer Service, Accounts Payable, Data Entry, Invoicing, Accounts Receivable, Auditing, Account Reconciliation, GAAP, Financial Reporting, SEC filings, Microsoft Office, Administrative..., Office Management, Accounting, Human Resources, Analysis, Cost Accounting, Payroll, General Ledger, Financial Statements, Software Documentation, Sarbanes-Oxley Act, Outlook, Management, Journal Entries, Financial Analysis, US GAAP, Tax Accounting, Tax, Financial Accounting, Internal Controls, Budgets, Time Management, CPA, SAP, Cash Flow, Tax Preparation
Education
University of Houston 2009 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Eskander Yavar's UHY Advisors Experience January 2013 - November 2014
Job National Leader, Management Advisory Services at BDO USA, LLP
Industry Computer Software
Experience
BDO USA, LLP December 2014 - Present
Invesco - Tax Provisions Automation (UHY Advisory Services) April 2013 - November 2014
UHY Advisors January 2013 - November 2014
Oceaneering - Technology Assessment (UHY Advisory Services) April 2013 - May 2014
Inhance Technologies - Software Selection (UHY Advisory Services) April 2013 - August 2013
Hercules Offshore - Software Selection (UHY Advisory Services) April 2013 - August 2013
IT Strategy in Oil & Gas November 2012 - April 2013
UHY Advisors TX, LLC March 2009 - November 2012
Quantum Resources Management (UHY Consultant) September 2011 - July 2012
Cameron October 2011 - May 2012
Skills
Business Process..., Project Management, Program Management, Outsourcing, Consulting, Business Development, Supply Chain, Management, Recruiting, Software Development, Personnel Management, Value Stream Mapping, Software Selection, ERP, Process Improvement, Business Process, Organizational..., Change Management, Business Analysis, SAP, Internal Audit, Operations Management, Internal Controls, Quality Assurance, CRM, Six Sigma, Strategy, Supply Chain Management, Cross-functional Team..., Data Analysis, Leadership, PMO, Process Engineering, Start-ups, Strategic Planning, Success Driven, Technology Roadmapping, Management Consulting, Gas
Education
University of Houston, C.T. Bauer College of Business 2002 — 2006
MBA, Business Administration
The University of Texas at Austin 1994 — 1998
BBA, International Business - Marketing/Finance
BDO USA, LLP December 2014 - Present
Invesco - Tax Provisions Automation (UHY Advisory Services) April 2013 - November 2014
UHY Advisors January 2013 - November 2014
Oceaneering - Technology Assessment (UHY Advisory Services) April 2013 - May 2014
Inhance Technologies - Software Selection (UHY Advisory Services) April 2013 - August 2013
Hercules Offshore - Software Selection (UHY Advisory Services) April 2013 - August 2013
IT Strategy in Oil & Gas November 2012 - April 2013
UHY Advisors TX, LLC March 2009 - November 2012
Quantum Resources Management (UHY Consultant) September 2011 - July 2012
Cameron October 2011 - May 2012
Skills
Business Process..., Project Management, Program Management, Outsourcing, Consulting, Business Development, Supply Chain, Management, Recruiting, Software Development, Personnel Management, Value Stream Mapping, Software Selection, ERP, Process Improvement, Business Process, Organizational..., Change Management, Business Analysis, SAP, Internal Audit, Operations Management, Internal Controls, Quality Assurance, CRM, Six Sigma, Strategy, Supply Chain Management, Cross-functional Team..., Data Analysis, Leadership, PMO, Process Engineering, Start-ups, Strategic Planning, Success Driven, Technology Roadmapping, Management Consulting, Gas
Education
University of Houston, C.T. Bauer College of Business 2002 — 2006
MBA, Business Administration
The University of Texas at Austin 1994 — 1998
BBA, International Business - Marketing/Finance
Frederick Lucrezio Frederick Lucrezio's UHY Advisors Experience October 1997 - September 2010
Job Director of Information Technology
Industry Information Technology and Services
Experience
UHY Advisors October 1997 - September 2010
Word Information Services August 1984 - September 1997
Education
University at Albany, SUNY
UHY Advisors October 1997 - September 2010
Word Information Services August 1984 - September 1997
Education
University at Albany, SUNY
Steve Hu, ASA, CFA Steve Hu, ASA, CFA's UHY Advisors Experience January 2010 - November 2014
Job Senior Manager at BDO Consulting, a division of BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors January 2010 - November 2014
RSM McGladrey 2007 - 2009
FMV Opinions 2006 - 2007
Higgins, Marcus & Lovett 2000 - 2006
William O'Neil + Co. Inc. 1998 - 2000
Skills
Business Valuation, Financial Modeling, Valuation, Management, Due Diligence, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Finance, Investment Banking, Sarbanes-Oxley Act, Accounting
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of California, Irvine
BS
BDO USA, LLP December 2014 - Present
UHY Advisors January 2010 - November 2014
RSM McGladrey 2007 - 2009
FMV Opinions 2006 - 2007
Higgins, Marcus & Lovett 2000 - 2006
William O'Neil + Co. Inc. 1998 - 2000
Skills
Business Valuation, Financial Modeling, Valuation, Management, Due Diligence, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Finance, Investment Banking, Sarbanes-Oxley Act, Accounting
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of California, Irvine
BS
Randy Wright Randy Wright's UHY Advisors Experience January 2010 - November 2014
Job Tax Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors January 2010 - November 2014
Deloitte January 2000 - November 2009
Grant Thornton May 1987 - February 2000
Arthur Andersen 1982 - 1987
Skills
Accounting, SEC filings, Financial Reporting, Corporate Tax, Tax Advisory, Tax Law, Partnership Taxation, Tax Accounting, International Tax, GAAP, CPA, US GAAP, Tax, Auditing, Sarbanes-Oxley Act, Tax Preparation, Internal Controls, Sarbanes-Oxley, Income Tax, External Audit, Business Valuation, Financial Accounting, Assurance, SEC Filings
Education
University of North Texas 1979 — 1981
Masters, Accounting - Tax
The University of Texas at Arlington - College of Business Administration
Bachelor of Business Administration, Accounting
BDO USA, LLP December 2014 - Present
UHY Advisors January 2010 - November 2014
Deloitte January 2000 - November 2009
Grant Thornton May 1987 - February 2000
Arthur Andersen 1982 - 1987
Skills
Accounting, SEC filings, Financial Reporting, Corporate Tax, Tax Advisory, Tax Law, Partnership Taxation, Tax Accounting, International Tax, GAAP, CPA, US GAAP, Tax, Auditing, Sarbanes-Oxley Act, Tax Preparation, Internal Controls, Sarbanes-Oxley, Income Tax, External Audit, Business Valuation, Financial Accounting, Assurance, SEC Filings
Education
University of North Texas 1979 — 1981
Masters, Accounting - Tax
The University of Texas at Arlington - College of Business Administration
Bachelor of Business Administration, Accounting
Glea Ramey III, CPA Glea Ramey III, CPA's UHY Advisors Experience 1985 - 2007
Job Partner in Karlins Ramey & Tompkins, LLC serving O&G Service Co, Mfg, Construction, NotForProfit & EE Benefit Plans.
Industry Accounting
Experience
Karlins Ramey & Tompkins, LLC 2008 - Present
Mann Frankfort Stein & Lipp 1985 - 2007
UHY Advisors 1985 - 2007
Skills
Forensic Accounting, Tax, Tax Preparation, Income Tax, Management Consulting, General Ledger, Accounting, Tax Accounting, CPA, Strategic Planning, Financial Analysis, Financial Reporting, S Corporations, Small Business, Private Equity, Managerial Finance, Mergers, GAAP, Due Diligence, Tax Research, US GAAP, Bankruptcy, Microsoft Excel, Financial Accounting, Trusts, Corporate Tax, Customer Service, Payroll, Tax Returns, Partnership Taxation, Auditing, Microsoft Word, Accounts Payable, Internal Controls
Education
University of Houston 1969 — 1972
BBA Accounting, Accounting
Karlins Ramey & Tompkins, LLC 2008 - Present
Mann Frankfort Stein & Lipp 1985 - 2007
UHY Advisors 1985 - 2007
Skills
Forensic Accounting, Tax, Tax Preparation, Income Tax, Management Consulting, General Ledger, Accounting, Tax Accounting, CPA, Strategic Planning, Financial Analysis, Financial Reporting, S Corporations, Small Business, Private Equity, Managerial Finance, Mergers, GAAP, Due Diligence, Tax Research, US GAAP, Bankruptcy, Microsoft Excel, Financial Accounting, Trusts, Corporate Tax, Customer Service, Payroll, Tax Returns, Partnership Taxation, Auditing, Microsoft Word, Accounts Payable, Internal Controls
Education
University of Houston 1969 — 1972
BBA Accounting, Accounting
Duke Grimshaw Duke Grimshaw's UHY Advisors Experience January 2007 - Present
Job Business Development
Industry Accounting
Experience
UHY Advisors January 2007 - Present
UHY Advisors August 1998 - December 2006
Skills
New Business Development, Marketing & PR..., Writing & Desktop..., Strategies, Account Management, Marketing Communications
Education
University of Detroit Mercy School of Law
Juris Doctorate
University of Missouri-Columbia
Bachelor of Journalism
UHY Advisors January 2007 - Present
UHY Advisors August 1998 - December 2006
Skills
New Business Development, Marketing & PR..., Writing & Desktop..., Strategies, Account Management, Marketing Communications
Education
University of Detroit Mercy School of Law
Juris Doctorate
University of Missouri-Columbia
Bachelor of Journalism
David Brewer's UHY Advisors Experience 2007 - 2008
Job Director of Sales and Business Development at Performance Improvement Partners, LLC
Industry Marketing and Advertising
Experience
Performance Improvement Partners, LLC November 2014 - Present
SFA Marketing June 2008 - March 2014
Fairfield Wildcats 2003 - 2010
UHY Advisors 2007 - 2008
SFA Marketing July 2003 - November 2006
Hipps Waters August 1996 - September 2000
Skills
Marketing Strategy, Direct Marketing, Direct Mail, New Business Development, B2B, Advertising, Trade Shows, Integrated Marketing, Marketing Management, Leveraged Finance, Marketing Communications, Corporate Communications, Online Marketing, Newsletters, Energy, Mergers, Management Consulting, Promotions, Creative Development, Marketing Materials, SEO, Graphic Design, Lead Generation, Email Marketing, Social Media Marketing, Brand Development, Digital Marketing, Website Development, Social Networking, B2B Marketing, Social Media, Online Advertising, Marketing, Sales, Relationship Marketing, Copywriting, Strategy, Competitive Analysis, Multi-channel Marketing, Interactive Marketing, Media Planning, Mobile Marketing, Account Management, SEM, Strategic Partnerships, Market Planning, Brand Management, Business Development, Product Marketing, Digital Media
Education
The University of Connecticut 1985 — 1995
Bachelor of General Studies, History and Economics
darien high school 1981 — 1984
wilton public schools
Performance Improvement Partners, LLC November 2014 - Present
SFA Marketing June 2008 - March 2014
Fairfield Wildcats 2003 - 2010
UHY Advisors 2007 - 2008
SFA Marketing July 2003 - November 2006
Hipps Waters August 1996 - September 2000
Skills
Marketing Strategy, Direct Marketing, Direct Mail, New Business Development, B2B, Advertising, Trade Shows, Integrated Marketing, Marketing Management, Leveraged Finance, Marketing Communications, Corporate Communications, Online Marketing, Newsletters, Energy, Mergers, Management Consulting, Promotions, Creative Development, Marketing Materials, SEO, Graphic Design, Lead Generation, Email Marketing, Social Media Marketing, Brand Development, Digital Marketing, Website Development, Social Networking, B2B Marketing, Social Media, Online Advertising, Marketing, Sales, Relationship Marketing, Copywriting, Strategy, Competitive Analysis, Multi-channel Marketing, Interactive Marketing, Media Planning, Mobile Marketing, Account Management, SEM, Strategic Partnerships, Market Planning, Brand Management, Business Development, Product Marketing, Digital Media
Education
The University of Connecticut 1985 — 1995
Bachelor of General Studies, History and Economics
darien high school 1981 — 1984
wilton public schools
Christine York Christine York's UHY Advisors Experience July 2012 - August 2013
Job Senior Corporate Accountant, Sheridan Production Company, LLC
Industry Accounting
Experience
Sheridan Production Company, LLC August 2013 - Present
UHY Advisors July 2012 - August 2013
UHY Advisors September 2007 - June 2012
Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, CPA, External Audit, Financial Accounting, Assurance, Tax, Financial Statements, Sarbanes-Oxley
Education
The University of Texas at Austin 2006 — 2007
MPA, Accounting
Trinity University 2002 — 2006
B.S., B.A., Accounting and Chinese
Sheridan Production Company, LLC August 2013 - Present
UHY Advisors July 2012 - August 2013
UHY Advisors September 2007 - June 2012
Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, CPA, External Audit, Financial Accounting, Assurance, Tax, Financial Statements, Sarbanes-Oxley
Education
The University of Texas at Austin 2006 — 2007
MPA, Accounting
Trinity University 2002 — 2006
B.S., B.A., Accounting and Chinese
Craig Buckson Craig Buckson's UHY Advisors Experience 2005 - 2007
Job Enterprise Security Solutions Executive at IBM Security
Industry Information Technology and Services
Experience
IBM Security June 2015 - Present
RSA, The Security Division of EMC 2013 - 2015
BBP Partners, LLC 2011 - 2013
ERS Group 2009 - 2011
Deloitte (Financial Advisory Services, LLP) 2007 - 2009
UHY Advisors 2005 - 2007
FTI Consulting 2002 - 2005
Xerox 1987 - 2002
Skills
Business Development, Professional Services, Litigation Support, Management, Consulting, Account Management, Sales, Leadership, Due Diligence, Risk Management, Fraud, Information Technology, Governance, Information Security
Education
University of Maryland, University College
Bachelor of Science (B.S.), Business Administration
Towson University
IBM Security June 2015 - Present
RSA, The Security Division of EMC 2013 - 2015
BBP Partners, LLC 2011 - 2013
ERS Group 2009 - 2011
Deloitte (Financial Advisory Services, LLP) 2007 - 2009
UHY Advisors 2005 - 2007
FTI Consulting 2002 - 2005
Xerox 1987 - 2002
Skills
Business Development, Professional Services, Litigation Support, Management, Consulting, Account Management, Sales, Leadership, Due Diligence, Risk Management, Fraud, Information Technology, Governance, Information Security
Education
University of Maryland, University College
Bachelor of Science (B.S.), Business Administration
Towson University
Taimur Ghazi, CISA Taimur Ghazi, CISA's UHY Advisors Experience November 2010 - November 2014
Job Manager BDO USA, LLP
Industry Management Consulting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors November 2010 - November 2014
SNBT Diamonds & Jewelry May 2010 - June 2010
British Petroleum May 2008 - July 2008
Skills
ERP, Process Automation, CISA, IT Audit, Sarbanes-Oxley Act, Information Security, SAS70, PCI DSS, Sarbanes-Oxley, Business Continuity, Enterprise Risk..., SSAE 16, Risk Assessment, Security Audits, Risk Management, Information Technology, Internal Controls, Auditing, Assurance, Business Process, Application Security, Network Security, IT Management, Internal Audit, Information Security...
Education
University of Houston 2005 — 2010
CIS, Computer Information Systems
Karachi Grammar School 2001 — 2005
High School Degree, O & A Levels
BDO USA, LLP December 2014 - Present
UHY Advisors November 2010 - November 2014
SNBT Diamonds & Jewelry May 2010 - June 2010
British Petroleum May 2008 - July 2008
Skills
ERP, Process Automation, CISA, IT Audit, Sarbanes-Oxley Act, Information Security, SAS70, PCI DSS, Sarbanes-Oxley, Business Continuity, Enterprise Risk..., SSAE 16, Risk Assessment, Security Audits, Risk Management, Information Technology, Internal Controls, Auditing, Assurance, Business Process, Application Security, Network Security, IT Management, Internal Audit, Information Security...
Education
University of Houston 2005 — 2010
CIS, Computer Information Systems
Karachi Grammar School 2001 — 2005
High School Degree, O & A Levels
Christopher Bean Christopher Bean's UHY Advisors Experience 2011 - July 2014
Job Vice President, Project Controls
Industry Oil & Energy
Experience
Brand Energy & Infrastructure Services July 2014 - Present
UHY Advisors 2011 - July 2014
Daugherty Business Solutions April 2010 - 2011
Datatrac Corporation January 2008 - April 2010
Maritz Loyalty Marketing November 2004 - December 2007
Maritz Loyalty Marketing November 2004 - November 2005
United States Steel Corporation January 2000 - October 2004
United States Army May 1994 - May 2004
Skills
Enterprise Optimization, Program Management, Loyalty Marketing, Process Improvement, Strategic Planning, Cross-functional Team..., Operations Management, Business Development, Business Strategy, Team Leadership, Team Building, Change Management, Leadership, Project Management, Vendor Management, Management Consulting, Strategy, Account Management, Project Planning, Analytics, Financial Analysis, Enterprise Software, Mergers & Acquisitions, Supply Chain Management, Executive Management, Management, Training, CRM, Sales, Marketing Strategy, Business Process..., Consulting, Start-ups
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
Executive MBA, Business
United States Military Academy at West Point 1990 — 1994
MS-ENG MGMT, Mech Eng.
Brand Energy & Infrastructure Services July 2014 - Present
UHY Advisors 2011 - July 2014
Daugherty Business Solutions April 2010 - 2011
Datatrac Corporation January 2008 - April 2010
Maritz Loyalty Marketing November 2004 - December 2007
Maritz Loyalty Marketing November 2004 - November 2005
United States Steel Corporation January 2000 - October 2004
United States Army May 1994 - May 2004
Skills
Enterprise Optimization, Program Management, Loyalty Marketing, Process Improvement, Strategic Planning, Cross-functional Team..., Operations Management, Business Development, Business Strategy, Team Leadership, Team Building, Change Management, Leadership, Project Management, Vendor Management, Management Consulting, Strategy, Account Management, Project Planning, Analytics, Financial Analysis, Enterprise Software, Mergers & Acquisitions, Supply Chain Management, Executive Management, Management, Training, CRM, Sales, Marketing Strategy, Business Process..., Consulting, Start-ups
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
Executive MBA, Business
United States Military Academy at West Point 1990 — 1994
MS-ENG MGMT, Mech Eng.
Tyler Hasemann's UHY Advisors Experience January 2011 - April 2011
Job Associate CCRE Cantor Fitzgerald
Industry Real Estate
Experience
Cantor Fitzgerald 2013 - Present
Houlihan Lokey May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
UHY Advisors January 2011 - April 2011
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Financial Analyst Honors Program & Accounting
Cantor Fitzgerald 2013 - Present
Houlihan Lokey May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
UHY Advisors January 2011 - April 2011
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Financial Analyst Honors Program & Accounting
Sarah Paris Sarah Paris's UHY Advisors Experience January 2015 - Present
Job Consultant at UHY Advisors
Industry Accounting
Experience
UHY Advisors January 2015 - Present
UHY Advisors January 2014 - January 2015
UHY Advisors March 2013 - January 2014
Zumpano Enterprises, Inc. May 2012 - March 2013
Paris Consulting, Inc. August 2002 - April 2012
Rebecca Builder Interiors June 2010 - June 2011
Anthropologie November 2010 - January 2011
Alpha Xi Delta December 2009 - December 2010
Lucky Brand Jeans January 2007 - December 2007
Skills
Microsoft Office, Quickbooks, Quicken, POS, Drake Accounting..., Data Entry, CRM, Management, Sales, QuickBooks, Time Management, Access, Recruiting, Customer Service
Education
University of Central Florida 2007 — 2011
Management, Entrepreneurship
University of Central Florida - College of Business Administration 2007 — 2011
Management, Entrepreneurship
UHY Advisors January 2015 - Present
UHY Advisors January 2014 - January 2015
UHY Advisors March 2013 - January 2014
Zumpano Enterprises, Inc. May 2012 - March 2013
Paris Consulting, Inc. August 2002 - April 2012
Rebecca Builder Interiors June 2010 - June 2011
Anthropologie November 2010 - January 2011
Alpha Xi Delta December 2009 - December 2010
Lucky Brand Jeans January 2007 - December 2007
Skills
Microsoft Office, Quickbooks, Quicken, POS, Drake Accounting..., Data Entry, CRM, Management, Sales, QuickBooks, Time Management, Access, Recruiting, Customer Service
Education
University of Central Florida 2007 — 2011
Management, Entrepreneurship
University of Central Florida - College of Business Administration 2007 — 2011
Management, Entrepreneurship
Fola Lawson, CPA's UHY Advisors Experience August 2008 - December 2010
Job Senior Accountant at Quantum Reservoir Impact
Industry Oil & Energy
Experience
Quantum Reservoir Impact October 2011 - Present
Southern Gents LLC October 2011 - Present
TMC Orthopedic January 2011 - October 2011
UHY Advisors August 2008 - December 2010
Skills
Account Reconciliation
Education
University of Houston 2008 — 2009
Master's degree, Accountancy & Taxation
University of Houston 2006 — 2008
Bachelor's degree, Accounting and Finance
Quantum Reservoir Impact October 2011 - Present
Southern Gents LLC October 2011 - Present
TMC Orthopedic January 2011 - October 2011
UHY Advisors August 2008 - December 2010
Skills
Account Reconciliation
Education
University of Houston 2008 — 2009
Master's degree, Accountancy & Taxation
University of Houston 2006 — 2008
Bachelor's degree, Accounting and Finance
Elizabeth (Pinson) Vardaman Elizabeth (Pinson) Vardaman's UHY Advisors Experience June 2005 - June 2010
Job
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - December 2014
UHY LLP May 2013 - June 2014
Magley & Associates September 2011 - April 2013
BlackRock March 2011 - September 2011
PBK Architects June 2010 - November 2010
UHY Advisors June 2005 - June 2010
Skills
Human Resources, Temporary Placement, Risk Management, Data Analysis, Resource Management, Social Media Marketing, Business Strategy, Recruiting, Change Management, Talent Acquisition, Performance Management, Employee Relations
Education
The University of Texas at Austin
Bachelor's Degree, Communications
Universidad de Barcelona / Nebrija
Hispanic Studies
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - December 2014
UHY LLP May 2013 - June 2014
Magley & Associates September 2011 - April 2013
BlackRock March 2011 - September 2011
PBK Architects June 2010 - November 2010
UHY Advisors June 2005 - June 2010
Skills
Human Resources, Temporary Placement, Risk Management, Data Analysis, Resource Management, Social Media Marketing, Business Strategy, Recruiting, Change Management, Talent Acquisition, Performance Management, Employee Relations
Education
The University of Texas at Austin
Bachelor's Degree, Communications
Universidad de Barcelona / Nebrija
Hispanic Studies
Jed Goldberg Jed Goldberg's UHY Advisors Experience August 2012 - June 2013
Job Senior Tax Analyst at The Ayco Company, L.P.
Industry Accounting
Experience
The Ayco Company, L.P. June 2013 - Present
UHY Advisors August 2012 - June 2013
Teal, Becker & Chiaramonte, CPAs, P.C. January 2011 - April 2012
Skills
Accounting, Financial Reporting
Education
The College of Saint Rose 2010 — 2012
M.S., Accounting
University of Vermont 2005 — 2009
B.S., Communications, Entrepreneurship
The Ayco Company, L.P. June 2013 - Present
UHY Advisors August 2012 - June 2013
Teal, Becker & Chiaramonte, CPAs, P.C. January 2011 - April 2012
Skills
Accounting, Financial Reporting
Education
The College of Saint Rose 2010 — 2012
M.S., Accounting
University of Vermont 2005 — 2009
B.S., Communications, Entrepreneurship
John Lehman John Lehman's UHY Advisors Experience 1998 - 2008
Job Director in Financial Advisory and Reporting Services Division at Sirius Solutions
Industry Accounting
Experience
Sirius Solutions July 2011 - Present
GBH CPAs, PC 2009 - July 2011
Malone & Bailey 2007 - 2008
UHY Advisors 1998 - 2008
UHY 1998 - 2008
White Petrov McHone 1996 - 1998
Houston General Insurance 1993 - 1995
Skills
SEC reporting, Financial Reporting, Accounting, IPO, Oil, Audit, Manufacturing, IFRS, GAAP, Mergers, SOX, Financial Accounting, Auditing, Compliance, Management Consulting, Energy, Natural Gas, Cash Management, Financial Management, Planning, Financial Analysis, Quickbooks, Derivatives, Options, US GAAP, Executive Management, General Ledger, Cash Flow, Public Companies, Start-ups, Sarbanes-Oxley Act, SEC filings, Project Planning, Internal Audit, Mergers & Acquisitions, CPA, Tax, QuickBooks, Consolidation, Due Diligence, Private Equity, Enterprise Risk..., Managerial Finance, Sarbanes-Oxley, Business Valuation, Petroleum, SEC Filings
Education
The University of Texas at Austin 1989 — 1993
BBA, Accounting
Cy-Fair 1985 — 1989
Sirius Solutions July 2011 - Present
GBH CPAs, PC 2009 - July 2011
Malone & Bailey 2007 - 2008
UHY Advisors 1998 - 2008
UHY 1998 - 2008
White Petrov McHone 1996 - 1998
Houston General Insurance 1993 - 1995
Skills
SEC reporting, Financial Reporting, Accounting, IPO, Oil, Audit, Manufacturing, IFRS, GAAP, Mergers, SOX, Financial Accounting, Auditing, Compliance, Management Consulting, Energy, Natural Gas, Cash Management, Financial Management, Planning, Financial Analysis, Quickbooks, Derivatives, Options, US GAAP, Executive Management, General Ledger, Cash Flow, Public Companies, Start-ups, Sarbanes-Oxley Act, SEC filings, Project Planning, Internal Audit, Mergers & Acquisitions, CPA, Tax, QuickBooks, Consolidation, Due Diligence, Private Equity, Enterprise Risk..., Managerial Finance, Sarbanes-Oxley, Business Valuation, Petroleum, SEC Filings
Education
The University of Texas at Austin 1989 — 1993
BBA, Accounting
Cy-Fair 1985 — 1989
Laura Palkovich's UHY Advisors Experience October 2006 - April 2008
Job Owner at Lily~Saratoga
Industry Retail
Experience
Lily~Saratoga October 2014 - Present
Frank Adams Jewelers April 2011 - October 2014
Frank Adams Jewelers April 2008 - April 2011
UHY Advisors October 2006 - April 2008
Skills
Outlook, PowerPoint, Word, Excel, Social Media, Microsoft Word, Microsoft Excel, Facebook, Social Media Marketing, Event Planning, Sales
Education
Union College 2001 — 2005
Bachelor of Science (B.S.), Psychology
Lily~Saratoga October 2014 - Present
Frank Adams Jewelers April 2011 - October 2014
Frank Adams Jewelers April 2008 - April 2011
UHY Advisors October 2006 - April 2008
Skills
Outlook, PowerPoint, Word, Excel, Social Media, Microsoft Word, Microsoft Excel, Facebook, Social Media Marketing, Event Planning, Sales
Education
Union College 2001 — 2005
Bachelor of Science (B.S.), Psychology
Melissa Schwartz, CPA Melissa Schwartz, CPA's UHY Advisors Experience February 2007 - Present
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors February 2007 - Present
Skills
Tax Compliance, Corporate Tax, Partnership Taxation, Tax Preparation, Federal Tax, Fixed Assets, Excel, Tax Accounting, Tax, CPA, Accounting, ProSystem fx Tax, International Tax, Tax Returns, Microsoft Excel, Tax Research, Income Tax, Financial Reporting
Education
University of Houston 2005 — 2006
The University of Texas at Austin
B.A.
BDO USA, LLP December 2014 - Present
UHY Advisors February 2007 - Present
Skills
Tax Compliance, Corporate Tax, Partnership Taxation, Tax Preparation, Federal Tax, Fixed Assets, Excel, Tax Accounting, Tax, CPA, Accounting, ProSystem fx Tax, International Tax, Tax Returns, Microsoft Excel, Tax Research, Income Tax, Financial Reporting
Education
University of Houston 2005 — 2006
The University of Texas at Austin
B.A.
Gus Ferencz Gus Ferencz's UHY Advisors Experience July 2002 - July 2004
Job Information System Security Officer at San Jacinto College
Industry Oil & Energy
Experience
San Jacinto College January 2013 - Present
G L Ferencz Consulting January 2009 - December 2012
Accretive Solutions September 2007 - January 2009
Willbros September 2005 - September 2007
Deloitte July 2004 - September 2005
UHY Advisors July 2002 - July 2004
Experis (Jefferson Wells International) January 1999 - January 2002
DAVID N MILLER AND CO October 1995 - September 1999
ANTHIS AND COMPANY May 1991 - October 1995
THE REVENUE GROUP June 1988 - April 1991
Skills
Internal Audit, Internal Controls, IT Audit, Auditing, Risk Management, CISA, Financial Reporting, Enterprise Risk..., External Audit, COSO, COBIT, Business Process..., GAAP, Business Continuity, Variance Analysis, JD Edwards, Compliance, PeopleSoft, Information Security..., Governance, SAS70, Assurance, Security Risk Assessment, Joint Ventures, Big 4, IFRS, Operational Risk..., Risk Analysis, Corporate Governance, Segregation of Duties, US GAAP, Operational Risk, Financial Accounting, Revenue Recognition, ITGC, Business Process, Extensive International..., SOX, Compliance Audits, IT Risk, Certified Internal..., Risk Mitigation, Risk, IT Governance, Process Auditing, SEC reporting, Fraud Prevention, Fraud Investigations, Information Security, Security Clearance
Education
University of Houston 1989 — 1991
MS Acct, Accounting and Taxation
The Ohio State University 1969 — 1972
BSBA, Accounting
San Jacinto College January 2013 - Present
G L Ferencz Consulting January 2009 - December 2012
Accretive Solutions September 2007 - January 2009
Willbros September 2005 - September 2007
Deloitte July 2004 - September 2005
UHY Advisors July 2002 - July 2004
Experis (Jefferson Wells International) January 1999 - January 2002
DAVID N MILLER AND CO October 1995 - September 1999
ANTHIS AND COMPANY May 1991 - October 1995
THE REVENUE GROUP June 1988 - April 1991
Skills
Internal Audit, Internal Controls, IT Audit, Auditing, Risk Management, CISA, Financial Reporting, Enterprise Risk..., External Audit, COSO, COBIT, Business Process..., GAAP, Business Continuity, Variance Analysis, JD Edwards, Compliance, PeopleSoft, Information Security..., Governance, SAS70, Assurance, Security Risk Assessment, Joint Ventures, Big 4, IFRS, Operational Risk..., Risk Analysis, Corporate Governance, Segregation of Duties, US GAAP, Operational Risk, Financial Accounting, Revenue Recognition, ITGC, Business Process, Extensive International..., SOX, Compliance Audits, IT Risk, Certified Internal..., Risk Mitigation, Risk, IT Governance, Process Auditing, SEC reporting, Fraud Prevention, Fraud Investigations, Information Security, Security Clearance
Education
University of Houston 1989 — 1991
MS Acct, Accounting and Taxation
The Ohio State University 1969 — 1972
BSBA, Accounting
Havy Pham Havy Pham's UHY Advisors Experience September 2004 - June 2011
Job Controller at Crossroads Energy Partners LLC
Industry Oil & Energy
Experience
Crossroads Energy Partners LLC June 2011 - Present
UHY Advisors September 2004 - June 2011
Deloitte March 2003 - September 2004
Education
The University of Texas at Austin 1996 — 2001
BBA, MPA, Accounting
Spring Woods HS
Spring Woods HS
Crossroads Energy Partners LLC June 2011 - Present
UHY Advisors September 2004 - June 2011
Deloitte March 2003 - September 2004
Education
The University of Texas at Austin 1996 — 2001
BBA, MPA, Accounting
Spring Woods HS
Spring Woods HS
Julian Ruelas Julian Ruelas's UHY Advisors Experience February 2004 - April 2006
Job Property Manager, Aszkenazy Development, inc.
Industry Real Estate
Experience
Aszkenazy Development, Inc. December 2012 - Present
Brookwood Group September 2011 - March 2014
New Regency Productions November 2010 - September 2011
Keller Williams Realty June 2009 - January 2011
Macerich May 2006 - March 2009
UHY Advisors February 2004 - April 2006
Synergy West 2004 - 2004
Skills
Negotiation, Microsoft Office, Contract Management, Construction, Project Management, Business Development, Program Management, Real Estate, Real Estate Development, Sales, Training, Facilities Management, Leases, Contract Negotiation, Project Planning, Budgets, Process Scheduler, Construction Management, Commercial Real Estate, Property Management, Leadership, Strategic Planning, Management, Marketing
Education
University of California, Santa Barbara 2002 — 2003
Bachelor, History
Aszkenazy Development, Inc. December 2012 - Present
Brookwood Group September 2011 - March 2014
New Regency Productions November 2010 - September 2011
Keller Williams Realty June 2009 - January 2011
Macerich May 2006 - March 2009
UHY Advisors February 2004 - April 2006
Synergy West 2004 - 2004
Skills
Negotiation, Microsoft Office, Contract Management, Construction, Project Management, Business Development, Program Management, Real Estate, Real Estate Development, Sales, Training, Facilities Management, Leases, Contract Negotiation, Project Planning, Budgets, Process Scheduler, Construction Management, Commercial Real Estate, Property Management, Leadership, Strategic Planning, Management, Marketing
Education
University of California, Santa Barbara 2002 — 2003
Bachelor, History
Eric Gnospelius, SPHR/SHRM-SCP Eric Gnospelius, SPHR/SHRM-SCP's UHY Advisors Experience October 2010 - December 2014
Job Talent Management at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors October 2010 - December 2014
Smart Financial Credit Union November 2006 - October 2010
Amegy Bank January 2003 - November 2006
Double Click Trainers February 2001 - October 2002
HEB March 1996 - February 2001
Skills
Performance Management, Talent Management, Training, Organizational..., Succession Planning, Leadership Development, Management, Change Management, Leadership, Workforce Planning, Executive Coaching, Coaching, New Hire Orientations, Strategy, Strategic Planning, Team Building, Process Improvement, Recruiting, Employee Engagement, Interviews, Talent Acquisition, Human Resources, Performance Improvement, Behavioral Interviewing, Organizational Design, Vendor Management, Deferred Compensation, Cross-functional Team..., Business Development, Instructional Design, PeopleSoft, Organizational..., Onboarding, Analysis, HR Policies, Employee Benefits, 360 Feedback, HRIS, HR Strategy, Strategic Planning..., eLearning, Learning management, Competency Mapping, Competency Management, Performance Metrics, Performance Analysis, Large Group Facilitation, Retreat Facilitation, Halogen
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
BBA, Management Information Systems
Churchill HS 1994 — 1998
BDO USA, LLP December 2014 - Present
UHY Advisors October 2010 - December 2014
Smart Financial Credit Union November 2006 - October 2010
Amegy Bank January 2003 - November 2006
Double Click Trainers February 2001 - October 2002
HEB March 1996 - February 2001
Skills
Performance Management, Talent Management, Training, Organizational..., Succession Planning, Leadership Development, Management, Change Management, Leadership, Workforce Planning, Executive Coaching, Coaching, New Hire Orientations, Strategy, Strategic Planning, Team Building, Process Improvement, Recruiting, Employee Engagement, Interviews, Talent Acquisition, Human Resources, Performance Improvement, Behavioral Interviewing, Organizational Design, Vendor Management, Deferred Compensation, Cross-functional Team..., Business Development, Instructional Design, PeopleSoft, Organizational..., Onboarding, Analysis, HR Policies, Employee Benefits, 360 Feedback, HRIS, HR Strategy, Strategic Planning..., eLearning, Learning management, Competency Mapping, Competency Management, Performance Metrics, Performance Analysis, Large Group Facilitation, Retreat Facilitation, Halogen
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
BBA, Management Information Systems
Churchill HS 1994 — 1998
Joshua Sinuk Joshua Sinuk's UHY Advisors Experience February 2012 - April 2012
Job J.D. Candidate at University of Houston Law Center
Industry Accounting
Experience
UHY Advisors February 2012 - April 2012
Education
University of Houston Law Center
Juris Doctor (J.D.)
The University of Texas at Austin 2007 — 2012
Masters in Professional Accounting
UHY Advisors February 2012 - April 2012
Education
University of Houston Law Center
Juris Doctor (J.D.)
The University of Texas at Austin 2007 — 2012
Masters in Professional Accounting
Andrea SoRelle's UHY Advisors Experience 2004 - 2007
Job Principal at SoRelle Partners
Industry Management Consulting
Experience
SoRelle Partners 2014 - Present
Johnson Downie 2009 - 2014
Egon Zehnder 2007 - 2009
UHY Advisors 2004 - 2007
Education
The University of Texas at Austin
Bachelor of Science
SoRelle Partners 2014 - Present
Johnson Downie 2009 - 2014
Egon Zehnder 2007 - 2009
UHY Advisors 2004 - 2007
Education
The University of Texas at Austin
Bachelor of Science
Rich Lipman's UHY Advisors Experience OwnerUHY LLP$
Job Managing Director at UHY Advisors and Owner, UHY LLP
Industry Accounting
Experience
UHY Advisors OwnerUHY LLP$
Skills
Accounting, Tax, Financial Reporting, Auditing, Internal Controls, Financial Analysis, CPA, GAAP, Due Diligence, US GAAP, Restructuring, Sarbanes-Oxley Act, Enterprise Risk..., Financial Accounting, Internal Audit, Mergers & Acquisitions
Education
University at Albany, SUNY 1970 — 1974
UHY Advisors OwnerUHY LLP$
Skills
Accounting, Tax, Financial Reporting, Auditing, Internal Controls, Financial Analysis, CPA, GAAP, Due Diligence, US GAAP, Restructuring, Sarbanes-Oxley Act, Enterprise Risk..., Financial Accounting, Internal Audit, Mergers & Acquisitions
Education
University at Albany, SUNY 1970 — 1974
John W. Redd, CPA's UHY Advisors Experience January 2007 - April 2009
Job Tax Manager at Kaminski & Company PC
Industry Accounting
Experience
Kaminski & Company, PC January 2011 - Present
McConnell & Jones, LLP April 2009 - October 2010
UHY Advisors January 2007 - April 2009
Vacek, Lange, & Westerfield, PC December 1993 - January 2007
Skills
Tax, CPA, Corporate Tax, Tax Research, Tax Accounting
Education
University of Houston 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Kaminski & Company, PC January 2011 - Present
McConnell & Jones, LLP April 2009 - October 2010
UHY Advisors January 2007 - April 2009
Vacek, Lange, & Westerfield, PC December 1993 - January 2007
Skills
Tax, CPA, Corporate Tax, Tax Research, Tax Accounting
Education
University of Houston 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Elena Efendi's UHY Advisors Experience August 2006 - February 2010
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2013 - Present
Fitts, Roberts & Co., P.C. March 2010 - January 2013
UHY Advisors August 2006 - February 2010
Skills
Corporate Tax, Accounting, FIN 48, FAS109, QuickBooks, Tax Research, Consolidated Returns, US Tax, Multi-state tax returns, GoSystems, C-Corp, State Tax
Education
University of Houston 2005 — 2006
Master of Science (M.S.), Accounting
University of Houston 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
BDO USA, LLP January 2013 - Present
Fitts, Roberts & Co., P.C. March 2010 - January 2013
UHY Advisors August 2006 - February 2010
Skills
Corporate Tax, Accounting, FIN 48, FAS109, QuickBooks, Tax Research, Consolidated Returns, US Tax, Multi-state tax returns, GoSystems, C-Corp, State Tax
Education
University of Houston 2005 — 2006
Master of Science (M.S.), Accounting
University of Houston 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
Isabelle Kafarela's UHY Advisors Experience May 2007 - August 2008
Job Financial Accounting and Reporting
Industry Oil & Energy
Experience
Kinder Morgan May 2012 - Present
El Paso August 2008 - May 2012
UHY Advisors May 2007 - August 2008
The Men's Wearhouse, Inc August 2006 - May 2007
Deloitte January 2005 - August 2006
Wells Fargo November 1997 - January 2004
Chevron 2002 - 2002
Education
University of Houston 2000 — 2004
Kinder Morgan May 2012 - Present
El Paso August 2008 - May 2012
UHY Advisors May 2007 - August 2008
The Men's Wearhouse, Inc August 2006 - May 2007
Deloitte January 2005 - August 2006
Wells Fargo November 1997 - January 2004
Chevron 2002 - 2002
Education
University of Houston 2000 — 2004
Christine Sion's UHY Advisors Experience January 2012 - April 2013
Job Tax Supervisor at N&K CPAs, Inc.
Industry Accounting
Experience
N&K CPAs, Inc. January 2015 - Present
McGladrey May 2013 - December 2014
UHY Advisors January 2012 - April 2013
Briggs & Veselka Co. July 2009 - December 2011
University of Houston: Sales Excellence Institute August 2008 - July 2009
Skills
Accounting, QuickBooks, Financial Reporting, Corporate Tax, Tax, Marketing, Tax Preparation, Cost Accounting, US GAAP, CPA, Tax Research, Salesforce.com, GAAP, Nonprofits, General Ledger, Financial Statements, Sales, Income Tax, Partnership Taxation, Tax Accounting
Education
University of Houston
N&K CPAs, Inc. January 2015 - Present
McGladrey May 2013 - December 2014
UHY Advisors January 2012 - April 2013
Briggs & Veselka Co. July 2009 - December 2011
University of Houston: Sales Excellence Institute August 2008 - July 2009
Skills
Accounting, QuickBooks, Financial Reporting, Corporate Tax, Tax, Marketing, Tax Preparation, Cost Accounting, US GAAP, CPA, Tax Research, Salesforce.com, GAAP, Nonprofits, General Ledger, Financial Statements, Sales, Income Tax, Partnership Taxation, Tax Accounting
Education
University of Houston
Alex Jacobs, CEDS's UHY Advisors Experience August 2008 - February 2012
Job Senior Discovery Consultant at Inventus
Industry Legal Services
Experience
Inventus July 2013 - Present
iSolve PM, LLC February 2012 - July 2013
UHY Advisors August 2008 - February 2012
Scarab Consulting 2007 - 2008
ImageNet 2002 - 2007
National Bankcard Systems 2000 - 2002
Skills
Strategic Planning, Relativity, Computer Forensics, Document Review, eDiscovery, Project Management, CT Summation, Litigation Support, Consulting, Litigation, Management, Microsoft Excel, Document Management, EDRMS, Records Management, ESI, Westlaw, Access, Legal Assistance, Trials, Legal Research, Professional Services, Fraud
Education
The University of Texas at Austin 1996 — 2001
Economics
Highland Park High School 1992 — 1995
Inventus July 2013 - Present
iSolve PM, LLC February 2012 - July 2013
UHY Advisors August 2008 - February 2012
Scarab Consulting 2007 - 2008
ImageNet 2002 - 2007
National Bankcard Systems 2000 - 2002
Skills
Strategic Planning, Relativity, Computer Forensics, Document Review, eDiscovery, Project Management, CT Summation, Litigation Support, Consulting, Litigation, Management, Microsoft Excel, Document Management, EDRMS, Records Management, ESI, Westlaw, Access, Legal Assistance, Trials, Legal Research, Professional Services, Fraud
Education
The University of Texas at Austin 1996 — 2001
Economics
Highland Park High School 1992 — 1995
Keith Scaglione's UHY Advisors Experience January 2007 - July 2007
Job Student at The University of Connecticut
Industry Accounting
Experience
UHY Advisors January 2007 - July 2007
Education
University of Connecticut 2004 — 2008
UHY Advisors January 2007 - July 2007
Education
University of Connecticut 2004 — 2008
Clint Macha's UHY Advisors Experience July 2005 - February 2011
Job Tax at Core Laboratories
Industry Accounting
Experience
Core Laboratories August 2013 - Present
LyondellBasell October 2012 - August 2013
Greenstar Recycling February 2011 - October 2012
UHY Advisors July 2005 - February 2011
Vestal & Wiler, CPAs 2004 - 2005
KPMG 2002 - 2003
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2002
BBA & MPA
Klein High School 1993 — 1997
Core Laboratories August 2013 - Present
LyondellBasell October 2012 - August 2013
Greenstar Recycling February 2011 - October 2012
UHY Advisors July 2005 - February 2011
Vestal & Wiler, CPAs 2004 - 2005
KPMG 2002 - 2003
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2002
BBA & MPA
Klein High School 1993 — 1997
Edgar Elizondo's UHY Advisors Experience June 2008 - September 2014
Job Client Strategist Manager
Industry Accounting
Experience
PwC September 2014 - Present
UHY Advisors June 2008 - September 2014
EquaTerra August 2006 - June 2008
Deloitte 2003 - 2006
Andersen 1998 - 2002
Skills
Management Consulting, Corporate Communications, Strategic Planning, Advertising, Marketing Strategy, Internal Audit, Marketing Communications, Consulting, Internal Communications, Strategy, Marketing, Business Strategy, Business Development, Social Media, Project Management, Email Marketing, Creative Direction, Strategic Partnerships, Business Planning, CRM, Market Research, Budgets, Mergers & Acquisitions, Lead Generation, Proposal Writing
Education
University of Wisconsin-Platteville 2014 — 2016
Master's Degree, Project Management
UCLA Extension 2013 — 2014
Certification, Project Management
University of Houston 1992 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
PwC September 2014 - Present
UHY Advisors June 2008 - September 2014
EquaTerra August 2006 - June 2008
Deloitte 2003 - 2006
Andersen 1998 - 2002
Skills
Management Consulting, Corporate Communications, Strategic Planning, Advertising, Marketing Strategy, Internal Audit, Marketing Communications, Consulting, Internal Communications, Strategy, Marketing, Business Strategy, Business Development, Social Media, Project Management, Email Marketing, Creative Direction, Strategic Partnerships, Business Planning, CRM, Market Research, Budgets, Mergers & Acquisitions, Lead Generation, Proposal Writing
Education
University of Wisconsin-Platteville 2014 — 2016
Master's Degree, Project Management
UCLA Extension 2013 — 2014
Certification, Project Management
University of Houston 1992 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
Mohammed Nazimuddin, CPA's UHY Advisors Experience July 2012 - Present
Job Audit Manager at UHY Advisors
Industry Accounting
Experience
UHY Advisors July 2012 - Present
UHY Advisors January 2010 - June 2012
UHY Advisors July 2008 - December 2009
UHY Advisors January 2008 - June 2008
UHY Advisors January 2007 - March 2007
St. Luke's Episcopal Hospital March 1992 - December 2006
St. Luke's Episcopal Hospital 2004 - 2006
Education
University of Houston 2006 — 2007
MsAccy, Accounting
University of Houston
BBA, Accounting
UHY Advisors July 2012 - Present
UHY Advisors January 2010 - June 2012
UHY Advisors July 2008 - December 2009
UHY Advisors January 2008 - June 2008
UHY Advisors January 2007 - March 2007
St. Luke's Episcopal Hospital March 1992 - December 2006
St. Luke's Episcopal Hospital 2004 - 2006
Education
University of Houston 2006 — 2007
MsAccy, Accounting
University of Houston
BBA, Accounting
James Norfleet's UHY Advisors Experience 1990 - 2007
Job McGladrey Partner, Financial Institutions Practice Banks, Credit Unions, and Specialty Finance Audits
Industry Accounting
Experience
McGladrey January 2014 - Present
Grant Thornton LLP 2008 - December 2013
Peterson & Norfleet LLC 2007 - 2008
UHY Advisors 1990 - 2007
Skills
CPA, Accounting, Auditing, External Audit, US GAAP, Financial Reporting, SEC Financial Reporting, Internal Controls, Business Strategy, Risk Management, Internal Audit, Financial Institutions, Banking, Credit Unions, GAAP, SEC filings, Enterprise Risk...
Education
State University of New York at Albany 1986 — 1990
Bachelor of Science (BS), Accounting, Summa Cum Laude
McGladrey January 2014 - Present
Grant Thornton LLP 2008 - December 2013
Peterson & Norfleet LLC 2007 - 2008
UHY Advisors 1990 - 2007
Skills
CPA, Accounting, Auditing, External Audit, US GAAP, Financial Reporting, SEC Financial Reporting, Internal Controls, Business Strategy, Risk Management, Internal Audit, Financial Institutions, Banking, Credit Unions, GAAP, SEC filings, Enterprise Risk...
Education
State University of New York at Albany 1986 — 1990
Bachelor of Science (BS), Accounting, Summa Cum Laude
Veronica Kovach's UHY Advisors Experience October 2013 - Present
Job Senior Manager at UHY Advisors
Industry Information Technology and Services
Experience
UHY Advisors October 2013 - Present
Grant Thornton LLP November 2012 - May 2013
RockTenn 2013 - 2013
RockTenn 2013 - 2013
RockTenn 2013 - 2013
UHY Advisors December 2007 - October 2012
Ford Motor Company June 2005 - March 2007
Skills
CISA, CIA, QSA, CITP, CFE, CPA, Internal Controls, Internal Audit, SSAE 16, Trust Services, Compliance, Enterprise Risk..., Risk Assessment, PCI DSS, Sarbanes-Oxley, Fraud, SEC filings, Forensic Accounting, Financial Reporting, Financial Analysis, Managerial Finance, IT Audit, Compliance Engineering, Auditing, Sarbanes-Oxley Act
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2002
Master of Business Administration (MBA), Finance, IT and HR
Youngstown State University 1985 — 1992
Bachelor of Science (B.S.), Accounting
UHY Advisors October 2013 - Present
Grant Thornton LLP November 2012 - May 2013
RockTenn 2013 - 2013
RockTenn 2013 - 2013
RockTenn 2013 - 2013
UHY Advisors December 2007 - October 2012
Ford Motor Company June 2005 - March 2007
Skills
CISA, CIA, QSA, CITP, CFE, CPA, Internal Controls, Internal Audit, SSAE 16, Trust Services, Compliance, Enterprise Risk..., Risk Assessment, PCI DSS, Sarbanes-Oxley, Fraud, SEC filings, Forensic Accounting, Financial Reporting, Financial Analysis, Managerial Finance, IT Audit, Compliance Engineering, Auditing, Sarbanes-Oxley Act
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2002
Master of Business Administration (MBA), Finance, IT and HR
Youngstown State University 1985 — 1992
Bachelor of Science (B.S.), Accounting
Emil Justo, CPA's UHY Advisors Experience January 2003 - February 2008
Job Specialist FP&A at Sikorsky Aircraft
Industry Accounting
Experience
Sikorsky Aircraft October 2014 - Present
GE Capital June 2011 - October 2014
Chemtura March 2008 - June 2011
UHY Advisors January 2003 - February 2008
UHY, LLP 2003 - 2008
Assigned by UHY, LLP September 2004 - December 2004
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Financial Analysis, Internal Audit, Sarbanes-Oxley Act
Education
The University of Connecticut 2008 — 2014
Bachelor of Science, Accounting
The University of Connecticut School of Business 2003 — 2004
Master in Accounting, Accounting
The University of Connecticut 1998 — 2004
Master's degree, Accounting
Sikorsky Aircraft October 2014 - Present
GE Capital June 2011 - October 2014
Chemtura March 2008 - June 2011
UHY Advisors January 2003 - February 2008
UHY, LLP 2003 - 2008
Assigned by UHY, LLP September 2004 - December 2004
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Financial Analysis, Internal Audit, Sarbanes-Oxley Act
Education
The University of Connecticut 2008 — 2014
Bachelor of Science, Accounting
The University of Connecticut School of Business 2003 — 2004
Master in Accounting, Accounting
The University of Connecticut 1998 — 2004
Master's degree, Accounting
Jim Trackwell's UHY Advisors Experience January 2000 - August 2010
Job Managing Director & Sheffield, Trackwell & Rapp LLC
Industry Accounting
Experience
Sheffield, Trackwell & Rapp, LLC August 2010 - Present
UHY Advisors January 2000 - August 2010
Arthur Andersen, LLP January 1997 - December 2000
Education
University of Houston 1990 — 1994
BBA, Accounting
Sheffield, Trackwell & Rapp, LLC August 2010 - Present
UHY Advisors January 2000 - August 2010
Arthur Andersen, LLP January 1997 - December 2000
Education
University of Houston 1990 — 1994
BBA, Accounting
Elana Graves's UHY Advisors Experience Residency CoordinatorDepartment of SurgeryMarch 2001 - May 2007
Job Admin Asst at UHY Advisors
Industry Accounting
Experience
UHY Advisors Residency CoordinatorDepartment of SurgeryMarch 2001 - May 2007
Metabolics Department 1989 - 2007
Education
University of Bridgeport 1980 — 1984
Associates, Business Administration
UHY Advisors Residency CoordinatorDepartment of SurgeryMarch 2001 - May 2007
Metabolics Department 1989 - 2007
Education
University of Bridgeport 1980 — 1984
Associates, Business Administration
Jennifer Sims Vu's UHY Advisors Experience 2002 - December 2011
Job Director at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors FLVS, Inc. March 2002 - November 2014
UHY Advisors 2002 - December 2011
Arthur Andersen LLP October 1997 - February 2002
Skills
Mergers, Business Planning, Shareholder Disputes, Business Valuation, Valuation, Financial Analysis, Shareholder, Financial Reporting, Due Diligence, Management, Appraisals, Financial Modeling, Accounting, Mergers & Acquisitions, Finance
Education
University of Houston 1994 — 2000
BBA, MBA, Accounting and Finance
Channelview High School
Channelview High School
Channelview High School
BDO USA, LLP December 2014 - Present
UHY Advisors FLVS, Inc. March 2002 - November 2014
UHY Advisors 2002 - December 2011
Arthur Andersen LLP October 1997 - February 2002
Skills
Mergers, Business Planning, Shareholder Disputes, Business Valuation, Valuation, Financial Analysis, Shareholder, Financial Reporting, Due Diligence, Management, Appraisals, Financial Modeling, Accounting, Mergers & Acquisitions, Finance
Education
University of Houston 1994 — 2000
BBA, MBA, Accounting and Finance
Channelview High School
Channelview High School
Channelview High School
Henry Tran's UHY Advisors Experience October 2013 - February 2014
Job
Industry Information Technology and Services
Experience
UHY Advisors Texas October 2014 - November 2014
UHY Advisors October 2013 - February 2014
Strategic Careers/EP Energy May 2013 - September 2013
Ernst & Young November 2011 - September 2012
TopstepTrader April 2010 - October 2011
Hess Corporation January 2009 - March 2010
Hess Corporation December 2004 - January 2009
Amerada Hess January 2001 - December 2004
Skills
Risk Management, Business Intelligence, SAP, Financial Analysis, Internal Audit, Financial Modeling, ERP, Risk Assessment, Oracle, Information Technology, Financial Risk, Sarbanes-Oxley Act, Business Analysis, Analysis, Access, Commodity, Internal Controls, Financial Reporting, Business Process..., Finance, Financial Accounting, PeopleSoft
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Master of Finance
University of Phoenix 2005 — 2007
MBA, Accounting
University of Houston, C.T. Bauer College of Business 1998 — 2003
BBA, Marketing/Minor MIS
UHY Advisors Texas October 2014 - November 2014
UHY Advisors October 2013 - February 2014
Strategic Careers/EP Energy May 2013 - September 2013
Ernst & Young November 2011 - September 2012
TopstepTrader April 2010 - October 2011
Hess Corporation January 2009 - March 2010
Hess Corporation December 2004 - January 2009
Amerada Hess January 2001 - December 2004
Skills
Risk Management, Business Intelligence, SAP, Financial Analysis, Internal Audit, Financial Modeling, ERP, Risk Assessment, Oracle, Information Technology, Financial Risk, Sarbanes-Oxley Act, Business Analysis, Analysis, Access, Commodity, Internal Controls, Financial Reporting, Business Process..., Finance, Financial Accounting, PeopleSoft
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Master of Finance
University of Phoenix 2005 — 2007
MBA, Accounting
University of Houston, C.T. Bauer College of Business 1998 — 2003
BBA, Marketing/Minor MIS
Michele Guerrera's UHY Advisors Experience June 1999 - November 2004
Job Independent Accounting Professional
Industry Accounting
Experience
UHY Advisors June 1999 - November 2004
Education
University of Connecticut 1995 — 1999
UHY Advisors June 1999 - November 2004
Education
University of Connecticut 1995 — 1999
Shanna Graves's UHY Advisors Experience December 2005 - March 2008
Job Senior Vice President at Corrosion Prevention Technologies and The Tagos Group
Industry Oil & Energy
Experience
Corrosion Prevention Technologies LLC January 2008 - Present
UHY Advisors December 2005 - March 2008
Houston Museum of Natural Science July 2004 - December 2005
Arthur Andersen & Co. January 1992 - July 2003
Muscular Dystrophy Association January 1988 - December 1992
Skills
New Business Development, Business Strategy, Strategic Planning, Business Development, Change Management, Process Improvement, Management Consulting, Strategic Partnerships, Start-ups, Consulting, Budgets, Contract Negotiation, Marketing, Sustainability, Strategy, Energy, Recruiting, Energy Efficiency, Marketing Strategy, Cross-functional Team..., Team Building, Program Management, Business Process..., Business Planning
Education
The University of Texas at Austin 1982 — 1985
Bachelor of Journalism, Marketing & Communications
Corrosion Prevention Technologies LLC January 2008 - Present
UHY Advisors December 2005 - March 2008
Houston Museum of Natural Science July 2004 - December 2005
Arthur Andersen & Co. January 1992 - July 2003
Muscular Dystrophy Association January 1988 - December 1992
Skills
New Business Development, Business Strategy, Strategic Planning, Business Development, Change Management, Process Improvement, Management Consulting, Strategic Partnerships, Start-ups, Consulting, Budgets, Contract Negotiation, Marketing, Sustainability, Strategy, Energy, Recruiting, Energy Efficiency, Marketing Strategy, Cross-functional Team..., Team Building, Program Management, Business Process..., Business Planning
Education
The University of Texas at Austin 1982 — 1985
Bachelor of Journalism, Marketing & Communications
Michele Solomon's UHY Advisors Experience September 2004 - April 2010
Job Director at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2015 - Present
Marcum LLP September 2012 - Present
Marcum LLP April 2010 - August 2012
UHY Advisors September 2004 - April 2010
Skills
Auditing, GAAP, SEC filings, Accounting, US GAAP, CPA, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Assurance, Financial Accounting, Revenue Recognition, Corporate Tax, Tax, Financial Statements, General Ledger, External Audit
Education
University of Connecticut 2004 — 2005
MS, Accounting
University of Connecticut 2000 — 2004
BS, Accounting
Marcum LLP September 2015 - Present
Marcum LLP September 2012 - Present
Marcum LLP April 2010 - August 2012
UHY Advisors September 2004 - April 2010
Skills
Auditing, GAAP, SEC filings, Accounting, US GAAP, CPA, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Assurance, Financial Accounting, Revenue Recognition, Corporate Tax, Tax, Financial Statements, General Ledger, External Audit
Education
University of Connecticut 2004 — 2005
MS, Accounting
University of Connecticut 2000 — 2004
BS, Accounting
Jeffrey Castiglioni's UHY Advisors Experience January 2009 - May 2010
Job Manager, Revenue Recognition at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies June 2011 - Present
SS&C Technologies June 2010 - May 2011
UHY Advisors January 2009 - May 2010
UHY Advisors July 2006 - December 2008
UHY Advisors January 2003 - June 2006
PricewaterhouseCoopers September 2004 - December 2004
Education
University of Connecticut 2003 — 2004
MS, Accounting
University of Connecticut 1998 — 2002
BS, Accounting
SS&C Technologies June 2011 - Present
SS&C Technologies June 2010 - May 2011
UHY Advisors January 2009 - May 2010
UHY Advisors July 2006 - December 2008
UHY Advisors January 2003 - June 2006
PricewaterhouseCoopers September 2004 - December 2004
Education
University of Connecticut 2003 — 2004
MS, Accounting
University of Connecticut 1998 — 2002
BS, Accounting
Renee Saur's UHY Advisors Experience March 2007 - May 2009
Job Hilliard and Associates
Industry Accounting
Experience
Hilliard & Associates, P.C. June 2009 - Present
UHY Advisors March 2007 - May 2009
Deloitte June 2006 - August 2006
Education
University of Houston 2003 — 2007
MSc, Accounting
The University of Texas at Dallas 1981 — 1983
Computer Science
University of Tennessee-Knoxville 1979 — 1980
Hilliard & Associates, P.C. June 2009 - Present
UHY Advisors March 2007 - May 2009
Deloitte June 2006 - August 2006
Education
University of Houston 2003 — 2007
MSc, Accounting
The University of Texas at Dallas 1981 — 1983
Computer Science
University of Tennessee-Knoxville 1979 — 1980
Chris Stumph's UHY Advisors Experience August 2004 - November 2008
Job Internal Audit at Brock Group
Industry Oil & Energy
Experience
Brock Services, Ltd. June 2012 - Present
Harris County January 2008 - June 2012
UHY Advisors August 2004 - November 2008
UHY Advisors 2004 - 2008
Goodman Manufacturing May 2003 - September 2004
Goodman Manufacturing 2003 - 2004
Service Corporation International January 2001 - January 2003
Service Corporation International ( SCI ) 2001 - 2003
Liberty Mutual Insurance January 1997 - January 2001
Alamo Rent a Car January 1996 - January 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Financial Reporting, Financial Analysis, Accounting, COSO, Account Reconciliation, Enterprise Risk..., Risk Management
Education
University of Florida 1991 — 1995
Finance, Finance, Economics
University of Florida 1991 — 1995
Bachelor of Science, Finance
Brock Services, Ltd. June 2012 - Present
Harris County January 2008 - June 2012
UHY Advisors August 2004 - November 2008
UHY Advisors 2004 - 2008
Goodman Manufacturing May 2003 - September 2004
Goodman Manufacturing 2003 - 2004
Service Corporation International January 2001 - January 2003
Service Corporation International ( SCI ) 2001 - 2003
Liberty Mutual Insurance January 1997 - January 2001
Alamo Rent a Car January 1996 - January 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Financial Reporting, Financial Analysis, Accounting, COSO, Account Reconciliation, Enterprise Risk..., Risk Management
Education
University of Florida 1991 — 1995
Finance, Finance, Economics
University of Florida 1991 — 1995
Bachelor of Science, Finance
Lorena Montenegro's UHY Advisors Experience January 2006 - February 2011
Job Accounting/SOX Leader at Ecopetrol America Inc.
Industry Accounting
Experience
Ecopetrol America Inc. March 2011 - Present
UHY Advisors January 2006 - February 2011
PricewaterhouseCoopers January 2002 - August 2004
Education
Universidad Católica Boliviana
Authorized Public Accountant
Ecopetrol America Inc. March 2011 - Present
UHY Advisors January 2006 - February 2011
PricewaterhouseCoopers January 2002 - August 2004
Education
Universidad Católica Boliviana
Authorized Public Accountant
Saul Solomon's UHY Advisors Experience 1981 - September 2010
Job Director at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC September 2010 - Present
uhy September 2010 - August 2011
UHY Advisors FLVS Inc. 1981 - September 2010
UHY Advisors 1981 - September 2010
ernst and young 1977 - 1980
Skills
Financial Analysis, Management, Business Valuation, Forensic Accounting, Litigation Support, Due Diligence, Internal Controls, Leadership, Litigation Consulting, Valuation, Mergers & Acquisitions, Accounting, Financial Modeling, Expert Witness
Education
The University of Texas at Austin 1974 — 1977
BBA, Accounting
Berkeley Research Group LLC September 2010 - Present
uhy September 2010 - August 2011
UHY Advisors FLVS Inc. 1981 - September 2010
UHY Advisors 1981 - September 2010
ernst and young 1977 - 1980
Skills
Financial Analysis, Management, Business Valuation, Forensic Accounting, Litigation Support, Due Diligence, Internal Controls, Leadership, Litigation Consulting, Valuation, Mergers & Acquisitions, Accounting, Financial Modeling, Expert Witness
Education
The University of Texas at Austin 1974 — 1977
BBA, Accounting
Matt Borski's UHY Advisors Experience April 1995 - February 2000
Job Vice President, Finance at Montrose Environmental Group, Inc.
Industry Environmental Services
Experience
Montrose Environmental Group, Inc. September 2015 - Present
Northern Star Generation August 2004 - August 2015
El Paso February 2000 - August 2004
UHY Advisors April 1995 - February 2000
Skills
Tax, CPA, Corporate Tax, Accounting, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Due Diligence, Internal Controls, Auditing, Tax Accounting, Treasury, GAAP, Energy, SEC filings, Sarbanes-Oxley Act, US GAAP, Mergers, Tax Research
Education
University of Houston 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
University of Houston, C.T. Bauer College of Business 1987 — 1991
BBA, Accounting
Montrose Environmental Group, Inc. September 2015 - Present
Northern Star Generation August 2004 - August 2015
El Paso February 2000 - August 2004
UHY Advisors April 1995 - February 2000
Skills
Tax, CPA, Corporate Tax, Accounting, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Due Diligence, Internal Controls, Auditing, Tax Accounting, Treasury, GAAP, Energy, SEC filings, Sarbanes-Oxley Act, US GAAP, Mergers, Tax Research
Education
University of Houston 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
University of Houston, C.T. Bauer College of Business 1987 — 1991
BBA, Accounting
Jason Danziger's UHY Advisors Experience April 2005 - April 2006
Job Vice President
Industry Financial Services
Experience
Goldman Sachs August 2010 - Present
Kanaly Trust Company April 2006 - August 2010
UHY Advisors April 2005 - April 2006
Deloitte August 2003 - April 2005
Skills
Wealth Management, Series 7, Retirement Planning, Series 66, CPA, CFP, Financial Analysis, Finance, Accounting, Financial Advisory, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2003
Master's in Public Accounting, Taxation
Washington University in St. Louis - Olin Business School 1998 — 2002
Bachelor of Business Administration, Finance and Accounting
Goldman Sachs August 2010 - Present
Kanaly Trust Company April 2006 - August 2010
UHY Advisors April 2005 - April 2006
Deloitte August 2003 - April 2005
Skills
Wealth Management, Series 7, Retirement Planning, Series 66, CPA, CFP, Financial Analysis, Finance, Accounting, Financial Advisory, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2003
Master's in Public Accounting, Taxation
Washington University in St. Louis - Olin Business School 1998 — 2002
Bachelor of Business Administration, Finance and Accounting
Kris Weinman's UHY Advisors Experience November 2004 - November 2014
Job Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors November 2004 - November 2014
EY September 1993 - November 2004
Skills
Tax, Due Diligence, Mergers, Corporate Tax
Education
The University of Texas at Austin 1985 — 1993
MPA, Tax
BDO USA, LLP December 2014 - Present
UHY Advisors November 2004 - November 2014
EY September 1993 - November 2004
Skills
Tax, Due Diligence, Mergers, Corporate Tax
Education
The University of Texas at Austin 1985 — 1993
MPA, Tax
Jason Stuteville's UHY Advisors Experience January 2009 - September 2011
Job General Accounting Manager at Magnum Hunter Resources
Industry Accounting
Experience
Magnum Hunter Resources August 2011 - Present
UHY Advisors January 2009 - September 2011
Dynamex March 2007 - December 2008
Texas Capital Bank 2006 - 2007
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, Internal Controls, General Ledger, GAAP, US GAAP, Auditing, Financial Reporting, CPA, Financial Analysis
Education
The University of Texas at Dallas 2006 — 2008
MS in Accounting, Accounting
University of North Texas 2000 — 2002
BBA in Finance, Finance
Magnum Hunter Resources August 2011 - Present
UHY Advisors January 2009 - September 2011
Dynamex March 2007 - December 2008
Texas Capital Bank 2006 - 2007
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, Internal Controls, General Ledger, GAAP, US GAAP, Auditing, Financial Reporting, CPA, Financial Analysis
Education
The University of Texas at Dallas 2006 — 2008
MS in Accounting, Accounting
University of North Texas 2000 — 2002
BBA in Finance, Finance
Mark Bealin's UHY Advisors Experience October 2011 - Present
Job Managing Director at UHY Advisors
Industry Accounting
Experience
UHY Advisors October 2011 - Present
Experis (formerly Jefferson Wells) November 2010 - September 2011
Jefferson Wells August 2003 - November 2010
Computer Sciences Corporation October 1995 - August 2003
Coopers & Lybrand Consulting April 1983 - October 1995
Skills
Consulting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., IT Audit, Auditing, Business Process..., SEC filings, Due Diligence, Financial Reporting, Risk Assessment, Business Process, Fraud, Finance, Strategy, Sarbanes-Oxley, Strategic Financial..., Financial Risk, Governance, CPA, Management Consulting, GAAP, Risk Management, Financial Accounting, Process Improvement, Financial Modeling, Managerial Finance, Financial Analysis, US GAAP, Acquisition Integration, Project Management, Financial Audits, Accounting, Human Resources, Financial Services, Tax, Mergers & Acquisitions, Cost Accounting, Business Intelligence, Revenue Recognition, Consolidation, P&L Management, Management, Executive Management, Cash Management, Forensic Accounting, Restructuring, Strategic Planning, Sales Operations
Education
University of Detroit Mercy 1981 — 1984
MBA
University of Notre Dame 1976 — 1980
BBA, Finance
Xavier High School
UHY Advisors October 2011 - Present
Experis (formerly Jefferson Wells) November 2010 - September 2011
Jefferson Wells August 2003 - November 2010
Computer Sciences Corporation October 1995 - August 2003
Coopers & Lybrand Consulting April 1983 - October 1995
Skills
Consulting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., IT Audit, Auditing, Business Process..., SEC filings, Due Diligence, Financial Reporting, Risk Assessment, Business Process, Fraud, Finance, Strategy, Sarbanes-Oxley, Strategic Financial..., Financial Risk, Governance, CPA, Management Consulting, GAAP, Risk Management, Financial Accounting, Process Improvement, Financial Modeling, Managerial Finance, Financial Analysis, US GAAP, Acquisition Integration, Project Management, Financial Audits, Accounting, Human Resources, Financial Services, Tax, Mergers & Acquisitions, Cost Accounting, Business Intelligence, Revenue Recognition, Consolidation, P&L Management, Management, Executive Management, Cash Management, Forensic Accounting, Restructuring, Strategic Planning, Sales Operations
Education
University of Detroit Mercy 1981 — 1984
MBA
University of Notre Dame 1976 — 1980
BBA, Finance
Xavier High School
Benjamin Lee, CPA's UHY Advisors Experience February 2010 - April 2010
Job Trade Accountant at HBK Capital Management
Industry Accounting
Experience
HBK Capital Management January 2015 - Present
BDO USA, LLP/(Formerly UHY Advisors TX LLC 2011-2014) July 2011 - December 2014
UHY Advisors February 2010 - April 2010
AmeriPark June 2007 - August 2007
Skills
GoSystems, ProSystem fx Tax, prosystem fx engagement, Microsoft Excel, Microsoft Word, Tax, Oil & Gas Accounting, Partnership Accounting, Financial Accounting, Tax Accounting, Tax Research, Partnership Taxation, Tax Returns
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Master in Professional Accounting, Accounting
HBK Capital Management January 2015 - Present
BDO USA, LLP/(Formerly UHY Advisors TX LLC 2011-2014) July 2011 - December 2014
UHY Advisors February 2010 - April 2010
AmeriPark June 2007 - August 2007
Skills
GoSystems, ProSystem fx Tax, prosystem fx engagement, Microsoft Excel, Microsoft Word, Tax, Oil & Gas Accounting, Partnership Accounting, Financial Accounting, Tax Accounting, Tax Research, Partnership Taxation, Tax Returns
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Master in Professional Accounting, Accounting
Kelly Bird, CPA's UHY Advisors Experience January 2008 - December 2010
Job Business Assurance Senior Manager at Moore Colson
Industry Accounting
Experience
Moore Colson July 2014 - Present
Moore Colson July 2012 - July 2014
Moore Colson January 2011 - July 2012
UHY Advisors January 2008 - December 2010
Optimus Solutions January 2006 - December 2006
Education
University of Georgia - Terry College of Business 2007 — 2007
MACC, Accounting
University of Georgia - Terry College of Business 2001 — 2005
BBA, Accounting
Moore Colson July 2014 - Present
Moore Colson July 2012 - July 2014
Moore Colson January 2011 - July 2012
UHY Advisors January 2008 - December 2010
Optimus Solutions January 2006 - December 2006
Education
University of Georgia - Terry College of Business 2007 — 2007
MACC, Accounting
University of Georgia - Terry College of Business 2001 — 2005
BBA, Accounting
Anastasia Gill's UHY Advisors Experience January 2011 - February 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2013 - Present
Fidelis Realty Partners, Ltd. February 2012 - August 2013
UHY Advisors January 2011 - February 2012
Oak Leaf Management September 2010 - January 2011
Internal Revenue Service June 2010 - August 2010
Internal Revenue Service June 2009 - September 2009
VITA (Volunteer Income Tax Assistance) January 2009 - April 2009
VITA (Volunteer Income Tax Assistance) January 2008 - April 2008
Terlingua Texas Border Cafe December 2006 - July 2007
Saudi Aramco April 2006 - July 2006
Skills
Tax, Auditing, Tax Preparation, Tax Returns, Tax Research, Compliance, Financial Statements, ProSystem fx Tax, Fixed Assets, Bookkeeping, Accounting, GAAP, Financial Reporting, Tax Accounting, Corporate Tax, QuickBooks, US GAAP
Education
University of St. Thomas (TX) 2007 — 2010
BBA, Accounting
University of California, Los Angeles 2004 — 2006
Dhahran Academy High School 2001 — 2004
EY September 2013 - Present
Fidelis Realty Partners, Ltd. February 2012 - August 2013
UHY Advisors January 2011 - February 2012
Oak Leaf Management September 2010 - January 2011
Internal Revenue Service June 2010 - August 2010
Internal Revenue Service June 2009 - September 2009
VITA (Volunteer Income Tax Assistance) January 2009 - April 2009
VITA (Volunteer Income Tax Assistance) January 2008 - April 2008
Terlingua Texas Border Cafe December 2006 - July 2007
Saudi Aramco April 2006 - July 2006
Skills
Tax, Auditing, Tax Preparation, Tax Returns, Tax Research, Compliance, Financial Statements, ProSystem fx Tax, Fixed Assets, Bookkeeping, Accounting, GAAP, Financial Reporting, Tax Accounting, Corporate Tax, QuickBooks, US GAAP
Education
University of St. Thomas (TX) 2007 — 2010
BBA, Accounting
University of California, Los Angeles 2004 — 2006
Dhahran Academy High School 2001 — 2004
George R. Tiblier's UHY Advisors Experience March 2002 - September 2004
Job at Energy Transfer
Industry Oil & Energy
Experience
Energy Transfer February 2010 - Present
Cheniere Energy, Inc. October 2004 - January 2010
UHY Advisors March 2002 - September 2004
KPMG 1999 - 2001
Education
University of Houston 1975 — 1980
Bachelor, Business Administration
macArthur High School 1970 — 1974
Energy Transfer February 2010 - Present
Cheniere Energy, Inc. October 2004 - January 2010
UHY Advisors March 2002 - September 2004
KPMG 1999 - 2001
Education
University of Houston 1975 — 1980
Bachelor, Business Administration
macArthur High School 1970 — 1974
Sarah Torrence's UHY Advisors Experience January 2006 - February 2015
Job Tax Analyst at Aegion Corporation
Industry Accounting
Experience
Aegion Corporation February 2015 - Present
UHY Advisors January 2006 - February 2015
Skills
Corporate Tax, CPA, FIN 48, ProSystem fx Tax, OneSource, US Tax, Tax Accounting
Education
University of Missouri-Saint Louis 2004 — 2005
MAcc, Masters of Accountancy
University of Missouri-Saint Louis 2003 — 2004
BS, Accounting
Truman State University 2001 — 2003
Rosati-Kain High School 1997 — 2001
Aegion Corporation February 2015 - Present
UHY Advisors January 2006 - February 2015
Skills
Corporate Tax, CPA, FIN 48, ProSystem fx Tax, OneSource, US Tax, Tax Accounting
Education
University of Missouri-Saint Louis 2004 — 2005
MAcc, Masters of Accountancy
University of Missouri-Saint Louis 2003 — 2004
BS, Accounting
Truman State University 2001 — 2003
Rosati-Kain High School 1997 — 2001
Jean Anderson Lapper's UHY Advisors Experience July 2002 - June 2006
Job Tax Director at Golub Corporation
Industry Accounting
Experience
Jean Anderson Lapper, CPA June 2006 - Present
Golub Corporation September 2013 - September 2014
Golub Corporation May 2011 - August 2013
UHY Advisors July 2002 - June 2006
Skills
Tax, Tax Preparation, GAAP, Accounting, Financial Reporting, QuickBooks, Financial Accounting, Bookkeeping, Financial Analysis, Account Reconciliation, Strategic Financial..., Partnership Taxation, Tax Research, CPA, Corporate Tax
Education
University at Albany, SUNY 1978 — 1982
BS, Accounting
Jean Anderson Lapper, CPA June 2006 - Present
Golub Corporation September 2013 - September 2014
Golub Corporation May 2011 - August 2013
UHY Advisors July 2002 - June 2006
Skills
Tax, Tax Preparation, GAAP, Accounting, Financial Reporting, QuickBooks, Financial Accounting, Bookkeeping, Financial Analysis, Account Reconciliation, Strategic Financial..., Partnership Taxation, Tax Research, CPA, Corporate Tax
Education
University at Albany, SUNY 1978 — 1982
BS, Accounting
Melissa Waldberg's UHY Advisors Experience August 2006 - September 2007
Job QA Analyst/Business Analyst at Reliant Energy
Industry Information Technology and Services
Experience
NRG Energy April 2014 - Present
Reliant Energy January 2011 - April 2014
Academy Sports & Outdoors June 2009 - February 2011
GC Services September 2007 - May 2009
Gaspari Nutrition November 2008 - December 2008
UHY Advisors August 2006 - September 2007
Skills
Web Applications, SDLC, Business Analysis, Requirements Analysis, Business Process, Business Intelligence, Software Documentation, Project Management, Microsoft Office, Visio, Analysis, UML, Management, Business Requirements, Software Development, Mobile Applications, Use Case Diagrams, Software Testing Life..., User Acceptance Testing, Marketing Liason, Regression Testing, Sterling Commerce, Testing, SQL, SharePoint, Process Improvement, Software Project..., Vendor Management, Quality Center, Requirements Gathering, Data Analysis, Business Process Mapping, Change Management, PeopleSoft, Business Process Design, User Experience, Active Directory, Business Process..., Data Warehousing, Systems Analysis, Quality Assurance, MS Project, Integration, Databases, ERP, Security, Oracle, Microsoft SQL Server, PMP, Enterprise Software
Education
University of Houston
Business Analyst Fundamentals Certificate
Lone Star College
Associates of Art, Business
NRG Energy April 2014 - Present
Reliant Energy January 2011 - April 2014
Academy Sports & Outdoors June 2009 - February 2011
GC Services September 2007 - May 2009
Gaspari Nutrition November 2008 - December 2008
UHY Advisors August 2006 - September 2007
Skills
Web Applications, SDLC, Business Analysis, Requirements Analysis, Business Process, Business Intelligence, Software Documentation, Project Management, Microsoft Office, Visio, Analysis, UML, Management, Business Requirements, Software Development, Mobile Applications, Use Case Diagrams, Software Testing Life..., User Acceptance Testing, Marketing Liason, Regression Testing, Sterling Commerce, Testing, SQL, SharePoint, Process Improvement, Software Project..., Vendor Management, Quality Center, Requirements Gathering, Data Analysis, Business Process Mapping, Change Management, PeopleSoft, Business Process Design, User Experience, Active Directory, Business Process..., Data Warehousing, Systems Analysis, Quality Assurance, MS Project, Integration, Databases, ERP, Security, Oracle, Microsoft SQL Server, PMP, Enterprise Software
Education
University of Houston
Business Analyst Fundamentals Certificate
Lone Star College
Associates of Art, Business
Jason Powell's UHY Advisors Experience 2013 - 2014
Job Accountant at Constellation Energy
Industry Utilities
Experience
Constellation August 2014 - Present
Constellation 2014 - 2015
UHY Advisors 2013 - 2014
KPMG 2012 - 2013
Cockrell Interests, Inc. 2012 - 2012
Virtus Partners LLC 2007 - 2009
BNY Mellon (formerly JPMorgan Corporate Trust) 2006 - 2007
JPMorgan Chase 2003 - 2006
JPMorganChase 2001 - 2003
Skills
Auditing, Credit, Structured Finance, Settlement, Portfolio Management, Bank Reconciliation, Financial Services, Assurance, CDO, Bloomberg, Cash Flow, Accounting, Asset Management, Securities, Analysis, External Audit, US GAAP, Financial Accounting, Financial Reporting, Syndication, ABS, MBS, CLO, Synthetics, Compliance, Credit Agreements, Corporate Trust, Portfolio Administration, Wall Street Office, CDO Suite, Microsoft Dynamics ERP, Bloomberg Professional, System Conversion, Asset Administration, Loan Agency, Client Service, Loans Administration, Oil and Gas, SOX 404, Account Reconciliation, Asset, Client Services, Financial Statements, SEC filings, Financial Modeling, Sarbanes-Oxley Act, Banking, GAAP, Variance Analysis, General Ledger
Education
University of Houston 2011 — 2012
Master of Science (MS), Accountancy, Graduate GPA: 3.60
University of Houston 2009 — 2011
Bachelor of Business Administration (BBA), Accountancy, Overall GPA: 3.73 Accounting GPA: 3.75
Constellation August 2014 - Present
Constellation 2014 - 2015
UHY Advisors 2013 - 2014
KPMG 2012 - 2013
Cockrell Interests, Inc. 2012 - 2012
Virtus Partners LLC 2007 - 2009
BNY Mellon (formerly JPMorgan Corporate Trust) 2006 - 2007
JPMorgan Chase 2003 - 2006
JPMorganChase 2001 - 2003
Skills
Auditing, Credit, Structured Finance, Settlement, Portfolio Management, Bank Reconciliation, Financial Services, Assurance, CDO, Bloomberg, Cash Flow, Accounting, Asset Management, Securities, Analysis, External Audit, US GAAP, Financial Accounting, Financial Reporting, Syndication, ABS, MBS, CLO, Synthetics, Compliance, Credit Agreements, Corporate Trust, Portfolio Administration, Wall Street Office, CDO Suite, Microsoft Dynamics ERP, Bloomberg Professional, System Conversion, Asset Administration, Loan Agency, Client Service, Loans Administration, Oil and Gas, SOX 404, Account Reconciliation, Asset, Client Services, Financial Statements, SEC filings, Financial Modeling, Sarbanes-Oxley Act, Banking, GAAP, Variance Analysis, General Ledger
Education
University of Houston 2011 — 2012
Master of Science (MS), Accountancy, Graduate GPA: 3.60
University of Houston 2009 — 2011
Bachelor of Business Administration (BBA), Accountancy, Overall GPA: 3.73 Accounting GPA: 3.75
Mike Labao's UHY Advisors Experience July 2007 - May 2011
Job Owner MAL Consulting LLC
Industry Accounting
Experience
Parker Advisors, LLC May 2013 - December 2014
Parker & Burgess LLC July 2011 - May 2013
UHY Advisors July 2007 - May 2011
Skills
Tax Research, Corporate Tax, Tax Accounting, Tax, Partnership Taxation, Income Tax, Tax Preparation, Accounting, US Tax, ProSystem fx Tax, General Ledger, International Tax, Tax Returns, CPA
Education
University of Houston 2006 — 2007
Master's degree, Accounting
University of Houston 2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Parker Advisors, LLC May 2013 - December 2014
Parker & Burgess LLC July 2011 - May 2013
UHY Advisors July 2007 - May 2011
Skills
Tax Research, Corporate Tax, Tax Accounting, Tax, Partnership Taxation, Income Tax, Tax Preparation, Accounting, US Tax, ProSystem fx Tax, General Ledger, International Tax, Tax Returns, CPA
Education
University of Houston 2006 — 2007
Master's degree, Accounting
University of Houston 2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Andrew Speer, CPA's UHY Advisors Experience November 2011 - August 2013
Job CFO / Chief Financial Officer / VPFinance / Controller / Project Financial Professional / CPA
Industry Executive Office
Experience
Andrew Speer CPA December 2013 - Present
UHY Advisors November 2011 - August 2013
AA Synergy International, Inc. June 2009 - November 2011
Hoss Equipment Co. September 1993 - July 2009
Help Our Students Succeed Foundation 1996 - 2009
Kimed Health Systems 1990 - 1993
Polygon Enterprises/Arthur Equipment 1988 - 1990
PricewaterhouseCoopers 1981 - 1988
Skills
Financial Reporting, Mergers & Acquisitions, Internal Controls, Financial Accounting, Management, Accounting, Internal Audit, Tax, CPA, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Risk Management, Restructuring, Managerial Finance, GAAP, Business Process, Cost Accounting, US GAAP, Budgets, Banking, Strategic Planning, Treasury Management, Banking Relations, Budgeting, Systems Automation, Regulatory Compliance, Employee Benefit Plans, Tax Planning, Tax Reporting, Business Advisory, Restructurings, Manufacturing, Job Shop, Consulting Services, Start-ups, SEC filings, Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 1976 — 1979
BBA
Andrew Speer CPA December 2013 - Present
UHY Advisors November 2011 - August 2013
AA Synergy International, Inc. June 2009 - November 2011
Hoss Equipment Co. September 1993 - July 2009
Help Our Students Succeed Foundation 1996 - 2009
Kimed Health Systems 1990 - 1993
Polygon Enterprises/Arthur Equipment 1988 - 1990
PricewaterhouseCoopers 1981 - 1988
Skills
Financial Reporting, Mergers & Acquisitions, Internal Controls, Financial Accounting, Management, Accounting, Internal Audit, Tax, CPA, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Risk Management, Restructuring, Managerial Finance, GAAP, Business Process, Cost Accounting, US GAAP, Budgets, Banking, Strategic Planning, Treasury Management, Banking Relations, Budgeting, Systems Automation, Regulatory Compliance, Employee Benefit Plans, Tax Planning, Tax Reporting, Business Advisory, Restructurings, Manufacturing, Job Shop, Consulting Services, Start-ups, SEC filings, Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 1976 — 1979
BBA
Martin Houk's UHY Advisors Experience October 1997 - May 2003
Job Tax Manager at Frierson Sola & Associates, P.C.
Industry Accounting
Experience
Frierson Sola Simonton & Kutac, PLLC January 2010 - Present
Towery & Associates September 2003 - August 2009
UHY Advisors October 1997 - May 2003
Burch & Company, P.C. February 1995 - October 1997
Skills
CPA, Financial Statements, Fixed Assets, Tax Research, Tax Returns, Income Tax, QuickBooks, General Ledger, Accounting, Tax Preparation, Tax, Small Business, Corporate Tax, Financial Analysis, Financial Reporting, Tax Accounting
Education
Trinity University 1990 — 1994
B.S., Accounting
Frierson Sola Simonton & Kutac, PLLC January 2010 - Present
Towery & Associates September 2003 - August 2009
UHY Advisors October 1997 - May 2003
Burch & Company, P.C. February 1995 - October 1997
Skills
CPA, Financial Statements, Fixed Assets, Tax Research, Tax Returns, Income Tax, QuickBooks, General Ledger, Accounting, Tax Preparation, Tax, Small Business, Corporate Tax, Financial Analysis, Financial Reporting, Tax Accounting
Education
Trinity University 1990 — 1994
B.S., Accounting
Robyn Rubin, CPA's UHY Advisors Experience May 2007 - July 2007
Job Supervisor Corporate Accounting at Neiman Marcus Group
Industry Accounting
Experience
Neiman Marcus April 2015 - Present
Neiman Marcus March 2014 - April 2015
Neiman Marcus Group June 2012 - March 2014
KPMG Audit November 2010 - June 2012
KPMG January 2009 - March 2009
UHY Advisors May 2007 - July 2007
Skills
Oracle, Microsoft Excel, Auditing, Internal Controls, Financial Reporting, Financial Statements, Microsoft Office, Accounting, Financial Accounting, Analysis, GAAP, Finance
Education
The University of Texas at Austin 2009 — 2010
Master's degree, Accounting
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Master in Public Accounting, Accounting
The University of Texas at Austin
Neiman Marcus April 2015 - Present
Neiman Marcus March 2014 - April 2015
Neiman Marcus Group June 2012 - March 2014
KPMG Audit November 2010 - June 2012
KPMG January 2009 - March 2009
UHY Advisors May 2007 - July 2007
Skills
Oracle, Microsoft Excel, Auditing, Internal Controls, Financial Reporting, Financial Statements, Microsoft Office, Accounting, Financial Accounting, Analysis, GAAP, Finance
Education
The University of Texas at Austin 2009 — 2010
Master's degree, Accounting
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Master in Public Accounting, Accounting
The University of Texas at Austin
Ryan Hodson's UHY Advisors Experience May 2007 - January 2008
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Houston Landscapes Unlimited August 2009 - February 2010
Houston Landscapes Unlimited August 2009 - February 2010
UHY Advisors May 2007 - January 2008
Texas, LLC June 2005 - January 2008
Texas, LLC June 2005 - January 2008
UHY Advisors May 2007 - December 2007
UHY Advisors May 2006 - January 2007
UHY Advisors June 2005 - August 2005
Education
Texas Tech University 2005 — 2009
Public Relations, Public Relations, English
Houston Landscapes Unlimited August 2009 - February 2010
Houston Landscapes Unlimited August 2009 - February 2010
UHY Advisors May 2007 - January 2008
Texas, LLC June 2005 - January 2008
Texas, LLC June 2005 - January 2008
UHY Advisors May 2007 - December 2007
UHY Advisors May 2006 - January 2007
UHY Advisors June 2005 - August 2005
Education
Texas Tech University 2005 — 2009
Public Relations, Public Relations, English
Christopher Loszynski's UHY Advisors Experience January 2002 - July 2005
Job Controller at DeCrescente Distributing Company
Industry Wholesale
Experience
DeCrescente Distributing Company July 2008 - Present
Sealy August 2005 - June 2008
UHY Advisors January 2002 - July 2005
Skills
Budgets, Auditing, Finance, General Ledger, Inventory Management, Human Resources, Software Documentation, Visio, Customer Service, Sales, Continuous Improvement, Microsoft Word, Forecasting, Financial Reporting, US GAAP, GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, Account Reconciliation
Education
The College of Saint Rose 2010 — 2014
MBA, Accounting
The College of Saint Rose
Bachelor of Science, Accounting
DeCrescente Distributing Company July 2008 - Present
Sealy August 2005 - June 2008
UHY Advisors January 2002 - July 2005
Skills
Budgets, Auditing, Finance, General Ledger, Inventory Management, Human Resources, Software Documentation, Visio, Customer Service, Sales, Continuous Improvement, Microsoft Word, Forecasting, Financial Reporting, US GAAP, GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, Account Reconciliation
Education
The College of Saint Rose 2010 — 2014
MBA, Accounting
The College of Saint Rose
Bachelor of Science, Accounting
Joseph Agrella's UHY Advisors Experience January 2010 - July 2010
Job Family Office Professional
Industry Accounting
Experience
Wilica Inc January 2015 - Present
Joseph A. Agrella CPA, PC July 2013 - Present
Wilica Inc July 2013 - December 2014
Brennan Poole Racing February 2012 - July 2013
Mufflers USA, Inc. February 2012 - July 2013
Quintana Minerals Corp. August 2010 - February 2012
UHY Advisors January 2010 - July 2010
UHY Advisors January 2009 - December 2009
UHY Advisors May 2008 - December 2008
UHY Advisors February 2007 - April 2008
Skills
Accounting, Tax, Auditing, Trusts, Management, Estate Tax Planning, Financial Reporting, S Corporations, Tax Preparation, Tax Research, Corporate Tax, High Net Worth..., CPA, Finance, Gift Tax, Tax Accounting
Education
University of Houston 2003 — 2008
MS, Accounting
Wilica Inc January 2015 - Present
Joseph A. Agrella CPA, PC July 2013 - Present
Wilica Inc July 2013 - December 2014
Brennan Poole Racing February 2012 - July 2013
Mufflers USA, Inc. February 2012 - July 2013
Quintana Minerals Corp. August 2010 - February 2012
UHY Advisors January 2010 - July 2010
UHY Advisors January 2009 - December 2009
UHY Advisors May 2008 - December 2008
UHY Advisors February 2007 - April 2008
Skills
Accounting, Tax, Auditing, Trusts, Management, Estate Tax Planning, Financial Reporting, S Corporations, Tax Preparation, Tax Research, Corporate Tax, High Net Worth..., CPA, Finance, Gift Tax, Tax Accounting
Education
University of Houston 2003 — 2008
MS, Accounting
Athena Payne, CPA's UHY Advisors Experience July 2010 - August 2011
Job Independent Internal Audit and Accounting Consultant
Industry Accounting
Experience
Athena W. Payne, CPA January 2008 - Present
Choice Business Solutions October 2010 - January 2014
More Than Conquerors, Inc. September 2011 - September 2013
UHY Advisors July 2010 - August 2011
DeKalb Medical Center January 2008 - April 2010
DeKalb Medical Center May 2005 - February 2007
Jefferson Wells January 2000 - January 2005
Jefferson Wells January 2000 - January 2005
AFC Worldwide Express January 1997 - January 1999
Atlanta Committee for the Olympic Games (ACOG) January 1992 - January 1997
Skills
Internal Audit, Financial Reporting, Financial Modeling, Financial Accounting, Federal Grants..., External Audit, Microsoft Excel, SAP, Lawson General Ledger, PeopleSoft, PowerPoint, Access, NextGen, Envision, QuickBooks, ADP Payroll, Paychex, Enterprise Risk..., SOX 404, Visio
Education
University of Georgia - Terry College of Business
Bachelor's, Business Administration; Accounting
Athena W. Payne, CPA January 2008 - Present
Choice Business Solutions October 2010 - January 2014
More Than Conquerors, Inc. September 2011 - September 2013
UHY Advisors July 2010 - August 2011
DeKalb Medical Center January 2008 - April 2010
DeKalb Medical Center May 2005 - February 2007
Jefferson Wells January 2000 - January 2005
Jefferson Wells January 2000 - January 2005
AFC Worldwide Express January 1997 - January 1999
Atlanta Committee for the Olympic Games (ACOG) January 1992 - January 1997
Skills
Internal Audit, Financial Reporting, Financial Modeling, Financial Accounting, Federal Grants..., External Audit, Microsoft Excel, SAP, Lawson General Ledger, PeopleSoft, PowerPoint, Access, NextGen, Envision, QuickBooks, ADP Payroll, Paychex, Enterprise Risk..., SOX 404, Visio
Education
University of Georgia - Terry College of Business
Bachelor's, Business Administration; Accounting
Le Ogoe's UHY Advisors Experience August 2007 - February 2014
Job Tax Manager at BMC Software
Industry Accounting
Experience
BMC Software March 2014 - Present
UHY Advisors August 2007 - February 2014
Grant Thornton LLP June 2006 - August 2006
Skills
Partnership Taxation, ProSystem fx Tax, Corporate Tax, US Tax, Tax Accounting, Tax Research, Consolidated Returns, Multi-state tax returns, OneSource, C-Corp, RIA, GoSystems, CCH ProSystem fx, FAS109
Education
The University of Texas at Austin 2002 — 2007
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, MPA, Taxation
BMC Software March 2014 - Present
UHY Advisors August 2007 - February 2014
Grant Thornton LLP June 2006 - August 2006
Skills
Partnership Taxation, ProSystem fx Tax, Corporate Tax, US Tax, Tax Accounting, Tax Research, Consolidated Returns, Multi-state tax returns, OneSource, C-Corp, RIA, GoSystems, CCH ProSystem fx, FAS109
Education
The University of Texas at Austin 2002 — 2007
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, MPA, Taxation
Anna Barnaby's UHY Advisors Experience January 1991 - December 1993
Job Consultant at TransCanada
Industry Oil & Energy
Experience
TransCanada February 2007 - Present
Great Lakes Gas Transmission March 2000 - February 2007
DTE Energy January 1996 - March 2000
JP Morgan Chase January 1994 - January 1996
UHY Advisors January 1991 - December 1993
Skills
Property Tax
Education
University of Detroit Mercy School of Law
JD
Wayne State University
BSBA, Accounting
Wayne State University
MBA
TransCanada February 2007 - Present
Great Lakes Gas Transmission March 2000 - February 2007
DTE Energy January 1996 - March 2000
JP Morgan Chase January 1994 - January 1996
UHY Advisors January 1991 - December 1993
Skills
Property Tax
Education
University of Detroit Mercy School of Law
JD
Wayne State University
BSBA, Accounting
Wayne State University
MBA
Kathy Tran's UHY Advisors Experience September 2008 - February 2012
Job Derivatives Analyst at ConocoPhillips
Industry Accounting
Experience
ConocoPhillips February 2012 - Present
UHY Advisors September 2008 - February 2012
Education
University of Houston
ConocoPhillips February 2012 - Present
UHY Advisors September 2008 - February 2012
Education
University of Houston
Amanda Jenks (Thornton)'s UHY Advisors Experience September 2008 - September 2010
Job Supervisor at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias January 2011 - Present
UHY Advisors September 2008 - September 2010
Unversity at Albany 2005 - 2008
Education
University at Albany 2003 — 2008
Masters, Accounting
CBIZ Tofias January 2011 - Present
UHY Advisors September 2008 - September 2010
Unversity at Albany 2005 - 2008
Education
University at Albany 2003 — 2008
Masters, Accounting
johnny chou's UHY Advisors Experience August 2010 - January 2013
Job
Industry Accounting
Experience
McGladrey January 2013 - May 2014
UHY Advisors August 2010 - January 2013
Skills
General Ledger, Corporate Tax, Tax Accounting, QuickBooks, Tax Research, Financial Reporting, CPA, Accounting
Education
University of Houston 2008 — 2010
Master of Science, Accountancy
The University of Texas at Austin 1998 — 2003
Bachelor of Arts, Economics
McGladrey January 2013 - May 2014
UHY Advisors August 2010 - January 2013
Skills
General Ledger, Corporate Tax, Tax Accounting, QuickBooks, Tax Research, Financial Reporting, CPA, Accounting
Education
University of Houston 2008 — 2010
Master of Science, Accountancy
The University of Texas at Austin 1998 — 2003
Bachelor of Arts, Economics
Amy Koyama's UHY Advisors Experience July 2011 - September 2013
Job Tax Analyst at Spectra Energy
Industry Accounting
Experience
Spectra Energy September 2013 - Present
UHY Advisors July 2011 - September 2013
Skills
Tax, Tax Returns, Accounting, Microsoft Excel, Income Tax, Partnership Taxation, Tax Research, Tax Accounting, Corporate Tax
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Master in Professional Accounting, Accounting
Spectra Energy September 2013 - Present
UHY Advisors July 2011 - September 2013
Skills
Tax, Tax Returns, Accounting, Microsoft Excel, Income Tax, Partnership Taxation, Tax Research, Tax Accounting, Corporate Tax
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Master in Professional Accounting, Accounting
Aaron Bernstein, CPA's UHY Advisors Experience September 2008 - April 2010
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - Present
LEGO Group August 2011 - August 2013
Start Up Nation - Birthright Israel June 2012 - June 2012
Marcum LLP (Formerly UHY Advisors) April 2010 - August 2011
UHY Advisors September 2008 - April 2010
Marien + Company CPAs, LLC May 2007 - August 2007
Skills
Internal Controls, Financial Reporting, Lease Accounting, Financial Analysis, Banking, Cash Management, Auditing, SAP, Lease Contract Review, Financial Forecasting, Financial Projection, Audit Support, Microsoft Excel, Microsoft Access, Forecasting, Tax, SharePoint, BEx Analyzer, Business Case..., ProSystem fx Engagement, Construction Accounting, Accounting, GAAP
Education
The University of Connecticut School of Business 2005 — 2008
Bachelor of Science, Business Administration - Accounting
Marcum LLP September 2013 - Present
LEGO Group August 2011 - August 2013
Start Up Nation - Birthright Israel June 2012 - June 2012
Marcum LLP (Formerly UHY Advisors) April 2010 - August 2011
UHY Advisors September 2008 - April 2010
Marien + Company CPAs, LLC May 2007 - August 2007
Skills
Internal Controls, Financial Reporting, Lease Accounting, Financial Analysis, Banking, Cash Management, Auditing, SAP, Lease Contract Review, Financial Forecasting, Financial Projection, Audit Support, Microsoft Excel, Microsoft Access, Forecasting, Tax, SharePoint, BEx Analyzer, Business Case..., ProSystem fx Engagement, Construction Accounting, Accounting, GAAP
Education
The University of Connecticut School of Business 2005 — 2008
Bachelor of Science, Business Administration - Accounting
Jainifa Venkani's UHY Advisors Experience January 2014 - June 2014
Job Experienced Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY LLP July 2014 - November 2014
UHY Advisors January 2014 - June 2014
UHY Advisors February 2012 - December 2013
Skills
Tax Preparation, Tax Research, Tax, Accounting, Corporate Tax, Income Tax, ProSystem fx Tax, Tax Accounting, US Tax, US GAAP, GAAP, Partnership Taxation, Provision, GoSystems
Education
University of Houston 2012 — 2013
Master of Science in Accountancy
University of Houston 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
BDO USA, LLP December 2014 - Present
UHY LLP July 2014 - November 2014
UHY Advisors January 2014 - June 2014
UHY Advisors February 2012 - December 2013
Skills
Tax Preparation, Tax Research, Tax, Accounting, Corporate Tax, Income Tax, ProSystem fx Tax, Tax Accounting, US Tax, US GAAP, GAAP, Partnership Taxation, Provision, GoSystems
Education
University of Houston 2012 — 2013
Master of Science in Accountancy
University of Houston 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting