Umbaugh Company
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Umbaugh Employees
Employee
Years
Job
Industry
Allison Bayley Allison Bayley's Umbaugh Experience May 2013 - Present
Job Accounting intern at Umbaugh
Industry Accounting
Experience
Umbaugh May 2013 - Present
BKD, LLP January 2013 - April 2013
Skills
Organizing, Detail Orientation, Verbal Communication, Written Communication, Customer Service, Microsoft Word, PowerPoint, Excel
Education
Franklin College 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Finance, Sophomore
Plymouth High School
Umbaugh May 2013 - Present
BKD, LLP January 2013 - April 2013
Skills
Organizing, Detail Orientation, Verbal Communication, Written Communication, Customer Service, Microsoft Word, PowerPoint, Excel
Education
Franklin College 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Finance, Sophomore
Plymouth High School
Loren Matthes's Umbaugh Experience November 1990 - Present
Job Partner at Umbaugh
Industry Financial Services
Experience
Umbaugh November 1990 - Present
Spingsted Incorporated 1987 - 1990
City of South Bend, Indiana 1983 - 1986
Skills
Municipal Finance, Economic Development, Tax Increment Financing, Community Development, Public Administration, Public Policy, Local Government, Redevelopment, Program Development, Proposal Writing, Nonprofits, Strategic Planning, Real Estate Economics, Fundraising, Municipalities, Strategy, Research, Finance, Policy, Public/private...
Education
University of Notre Dame 1977 — 1981
Bachelor of Science With Honors, Political Science
Umbaugh November 1990 - Present
Spingsted Incorporated 1987 - 1990
City of South Bend, Indiana 1983 - 1986
Skills
Municipal Finance, Economic Development, Tax Increment Financing, Community Development, Public Administration, Public Policy, Local Government, Redevelopment, Program Development, Proposal Writing, Nonprofits, Strategic Planning, Real Estate Economics, Fundraising, Municipalities, Strategy, Research, Finance, Policy, Public/private...
Education
University of Notre Dame 1977 — 1981
Bachelor of Science With Honors, Political Science
Doug Baldessari Doug Baldessari's Umbaugh Experience March 2000 - Present
Job Partner at Umbaugh
Industry Financial Services
Experience
Umbaugh March 2000 - Present
Skills
Financial Reporting, Strategic Financial..., Investments, Accounting, Internal Audit, Finance, Financial Analysis, Financial Planning, Microsoft Excel, Financial Accounting, Budgets
Education
Indiana University - Kelley School of Business 1999 — 2001
MPA, Accounting
University of Connecticut 1987 — 2001
BS, Finance
Umbaugh March 2000 - Present
Skills
Financial Reporting, Strategic Financial..., Investments, Accounting, Internal Audit, Finance, Financial Analysis, Financial Planning, Microsoft Excel, Financial Accounting, Budgets
Education
Indiana University - Kelley School of Business 1999 — 2001
MPA, Accounting
University of Connecticut 1987 — 2001
BS, Finance
Bob Clifford's Umbaugh Experience January 2008 - Present
Job Principal
Industry Financial Services
Experience
Umbaugh January 2008 - Present
City of Indianapolis 2004 - 2007
Indana Muncipal Power Agency November 1991 - March 2000
State of Indiana 1990 - 1991
State of Indiana 1990 - 1991
Arthur Andersen & Co. 1981 - 1989
Skills
Financial Reporting, Accounting, Accounts Payable, Analysis, Auditing, Budgets, Customer Service, Finance, Financial Analysis, Financial Modeling, Fundraising, GAAP, General Ledger, Government, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Nonprofits, Microsoft Excel, Policy, Process Improvement, Project Management, Project Planning, Public Speaking, QuickBooks, Risk Management, Small Business, Strategic Planning, Tax, Team Building
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Accounting
Indiana University Bloomington 1977 — 1981
B.S., Accounting
Umbaugh January 2008 - Present
City of Indianapolis 2004 - 2007
Indana Muncipal Power Agency November 1991 - March 2000
State of Indiana 1990 - 1991
State of Indiana 1990 - 1991
Arthur Andersen & Co. 1981 - 1989
Skills
Financial Reporting, Accounting, Accounts Payable, Analysis, Auditing, Budgets, Customer Service, Finance, Financial Analysis, Financial Modeling, Fundraising, GAAP, General Ledger, Government, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Nonprofits, Microsoft Excel, Policy, Process Improvement, Project Management, Project Planning, Public Speaking, QuickBooks, Risk Management, Small Business, Strategic Planning, Tax, Team Building
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Accounting
Indiana University Bloomington 1977 — 1981
B.S., Accounting
Heidi Amspaugh's Umbaugh Experience July 2012 - Present
Job Manager at Umbaugh
Industry Financial Services
Experience
National Association of Municipal Advisors Board of Directors January 2015 - Present
Umbaugh July 2012 - Present
Indiana Economic Development Association January 2013 - Present
National Association of Municipal Advisors 2012 - Present
Indiana Women in Public Finance 2007 - Present
Umbaugh May 2006 - July 2012
Umbaugh May 2005 - August 2005
Skills
Strategic Planning, Public Speaking, Project Management, Non-profits, Customer Service, Budgets, Marketing, Financial Analysis, Microsoft Office, Community Development, Economic Development, Public Relations, Nonprofits, Public Policy, Government, Policy, Community Outreach
Education
Indiana University Bloomington 2002 — 2006
BSPA, Public Financial Mgmt.
Centerville High School 1998 — 2002
National Association of Municipal Advisors Board of Directors January 2015 - Present
Umbaugh July 2012 - Present
Indiana Economic Development Association January 2013 - Present
National Association of Municipal Advisors 2012 - Present
Indiana Women in Public Finance 2007 - Present
Umbaugh May 2006 - July 2012
Umbaugh May 2005 - August 2005
Skills
Strategic Planning, Public Speaking, Project Management, Non-profits, Customer Service, Budgets, Marketing, Financial Analysis, Microsoft Office, Community Development, Economic Development, Public Relations, Nonprofits, Public Policy, Government, Policy, Community Outreach
Education
Indiana University Bloomington 2002 — 2006
BSPA, Public Financial Mgmt.
Centerville High School 1998 — 2002
Emily Sharkey's Umbaugh Experience July 2014 - Present
Job Financial Analyst at Umbaugh
Industry Financial Services
Experience
Umbaugh July 2014 - Present
Archway Technology Partners August 2013 - December 2013
Umbaugh May 2013 - August 2013
Skydive Great Lakes May 2012 - August 2012
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Illustrator, Customer Service, Social Media Marketing, HTML, Event Planning, Research, Public Speaking, Public Relations, Marketing, Team Building, Marketing Strategy, Financial Analysis
Education
Butler University 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Umbaugh July 2014 - Present
Archway Technology Partners August 2013 - December 2013
Umbaugh May 2013 - August 2013
Skydive Great Lakes May 2012 - August 2012
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Illustrator, Customer Service, Social Media Marketing, HTML, Event Planning, Research, Public Speaking, Public Relations, Marketing, Team Building, Marketing Strategy, Financial Analysis
Education
Butler University 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Ty Conner, JD, CTP's Umbaugh Experience January 1991 - December 1999
Job Assistant Director Treasury Services at Stanford Health Care
Industry Hospital & Health Care
Experience
Stanford Health Care August 2009 - Present
Sidley Austin September 2005 - August 2009
Bose McKinney & Evans LLP January 2000 - September 2005
Umbaugh January 1991 - December 1999
Skills
Accounting, Public Finance, Debt, Financial Management, Securities, Bonds, Derivatives, Contract Negotiation, Healthcare, Capital Markets, Compliance, Risk Management, Treasury Services, Treasury Management, Certified Treasury..., Project Finance, Investment Banking, Structured Finance, Financial Modeling, Managerial Finance
Education
Indiana University School of Law—Indianapolis 1996 — 2000
Doctor of Law (JD), Public Finance
Indiana University Bloomington 1986 — 1990
BS, Accounting
Stanford Health Care August 2009 - Present
Sidley Austin September 2005 - August 2009
Bose McKinney & Evans LLP January 2000 - September 2005
Umbaugh January 1991 - December 1999
Skills
Accounting, Public Finance, Debt, Financial Management, Securities, Bonds, Derivatives, Contract Negotiation, Healthcare, Capital Markets, Compliance, Risk Management, Treasury Services, Treasury Management, Certified Treasury..., Project Finance, Investment Banking, Structured Finance, Financial Modeling, Managerial Finance
Education
Indiana University School of Law—Indianapolis 1996 — 2000
Doctor of Law (JD), Public Finance
Indiana University Bloomington 1986 — 1990
BS, Accounting
Darlene Janulis Darlene Janulis's Umbaugh Experience September 2004 - January 2012
Job Marketing Coordinator at Frank Rewold and Son Inc.
Industry Financial Services
Experience
Frank Rewold and Son Inc. April 2013 - Present
Umbaugh September 2004 - January 2012
Rochester Community Schools, Board of Education June 1991 - December 2007
Cadre Securities,Inc./Ambac, Ronkonkoma, New York February 1999 - August 2004
United States Telephone Corporation October 1983 - August 1998
Skills
Public Relations, Advertising, Event Management, Marketing Strategy, Promotions, Budgeting, Strategic Planning, Writing, Market Planning, Customer Relations, Direct Marketing, Fundraising, Trade Shows, Conferences, Planning, Event Planning, Press Releases, Marketing Management, New Business Development, Small Business, Television, Radio, Community Outreach, Community Relations, Media Relations, Public Speaking, Marketing Communications, Strategic Communications, Event Marketing, Integrated Marketing, Brand Awareness, Non-profits, Corporate Communications, Publicity, Brand Development, Special Events, Lead Generation, Team Building, Corporate Branding, Communications Strategy, Trade Show Management, Marketing Research, Marketing Materials, Campaign Management, Marketing, Budgets, Events, Project Planning, Customer Service, Project Management
Education
Newport University 2001 — 2006
Bachelor of Science, Business Administration
Michigan State University 1997 — 1997
Fellowship, MPLP - Michigan Political Leadership Program
Cabrini High
Cabrini High
Cabrini High
Frank Rewold and Son Inc. April 2013 - Present
Umbaugh September 2004 - January 2012
Rochester Community Schools, Board of Education June 1991 - December 2007
Cadre Securities,Inc./Ambac, Ronkonkoma, New York February 1999 - August 2004
United States Telephone Corporation October 1983 - August 1998
Skills
Public Relations, Advertising, Event Management, Marketing Strategy, Promotions, Budgeting, Strategic Planning, Writing, Market Planning, Customer Relations, Direct Marketing, Fundraising, Trade Shows, Conferences, Planning, Event Planning, Press Releases, Marketing Management, New Business Development, Small Business, Television, Radio, Community Outreach, Community Relations, Media Relations, Public Speaking, Marketing Communications, Strategic Communications, Event Marketing, Integrated Marketing, Brand Awareness, Non-profits, Corporate Communications, Publicity, Brand Development, Special Events, Lead Generation, Team Building, Corporate Branding, Communications Strategy, Trade Show Management, Marketing Research, Marketing Materials, Campaign Management, Marketing, Budgets, Events, Project Planning, Customer Service, Project Management
Education
Newport University 2001 — 2006
Bachelor of Science, Business Administration
Michigan State University 1997 — 1997
Fellowship, MPLP - Michigan Political Leadership Program
Cabrini High
Cabrini High
Cabrini High
Elena Iltcheva Elena Iltcheva's Umbaugh Experience May 2004 - March 2007
Job Supply Chain Finance at Unilever
Industry Consumer Goods
Experience
eRegistry.com September 2013 - October 2014
Darden School of Business August 2011 - May 2013
PepsiCo June 2012 - August 2012
Commetric/Commeq Asset Management December 2010 - June 2011
Commetric/Commeq Asset Management October 2009 - November 2010
KPMG March 2007 - May 2009
Umbaugh May 2004 - March 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Data Analysis, Market Research, Business Valuation, Analytics, Financial Reporting, Market Analysis, Financial Audits, Investments, DCF, Risk Management, Project Management, Finance, Managerial Finance, Business Planning, Competitive Analysis, Mergers & Acquisitions, Analysis, Strategy, Forecasting, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA Class of 2013, Business Administration and Management, General and Finance
Gardner-Webb University 2000 — 2004
BS, Business Administration/Finance, 3.76
127 - Elementary School in Sofia
eRegistry.com September 2013 - October 2014
Darden School of Business August 2011 - May 2013
PepsiCo June 2012 - August 2012
Commetric/Commeq Asset Management December 2010 - June 2011
Commetric/Commeq Asset Management October 2009 - November 2010
KPMG March 2007 - May 2009
Umbaugh May 2004 - March 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Data Analysis, Market Research, Business Valuation, Analytics, Financial Reporting, Market Analysis, Financial Audits, Investments, DCF, Risk Management, Project Management, Finance, Managerial Finance, Business Planning, Competitive Analysis, Mergers & Acquisitions, Analysis, Strategy, Forecasting, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA Class of 2013, Business Administration and Management, General and Finance
Gardner-Webb University 2000 — 2004
BS, Business Administration/Finance, 3.76
127 - Elementary School in Sofia
Nicole Phillips, CPA's Umbaugh Experience September 2011 - September 2012
Job Audit Manager at Comer, Nowling, & Associates, P.C.
Industry Accounting
Experience
Comer, Nowling, & Associates, P.C. April 2015 - Present
Comer, Nowling, & Associates, P.C. September 2013 - April 2015
Baker Tilly Virchow Krause, LLP October 2012 - August 2013
Umbaugh September 2011 - September 2012
Kelley School of Business August 2010 - May 2011
Indiana University Alumni Association August 2007 - August 2010
AAA Hoosier Motor Club November 2006 - August 2007
AAA Hoosier Motor Club August 2006 - November 2006
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Financial Accounting, Financial Analysis, PowerPoint, Assurance, Customer Service, Income Tax, Tax Preparation, Tax Accounting, External Audit, Tax Returns, Financial Statements
Education
Indiana University - Kelley School of Business 2010 — 2011
Master of Science, Accounting
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, Anthropology, Sociology
Comer, Nowling, & Associates, P.C. April 2015 - Present
Comer, Nowling, & Associates, P.C. September 2013 - April 2015
Baker Tilly Virchow Krause, LLP October 2012 - August 2013
Umbaugh September 2011 - September 2012
Kelley School of Business August 2010 - May 2011
Indiana University Alumni Association August 2007 - August 2010
AAA Hoosier Motor Club November 2006 - August 2007
AAA Hoosier Motor Club August 2006 - November 2006
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Financial Accounting, Financial Analysis, PowerPoint, Assurance, Customer Service, Income Tax, Tax Preparation, Tax Accounting, External Audit, Tax Returns, Financial Statements
Education
Indiana University - Kelley School of Business 2010 — 2011
Master of Science, Accounting
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, Anthropology, Sociology
Paige Sansone's Umbaugh Experience July 2011 - Present
Job Principal at Umbaugh
Industry Accounting
Experience
Umbaugh July 2011 - Present
Umbaugh & Associates September 2003 - June 2011
Indiana Department of Local Government Finance 1997 - 2003
Education
Indiana University-Purdue University at Indianapolis 2001 — 2003
Master of Proffesional Accountancy, Accounting
Umbaugh July 2011 - Present
Umbaugh & Associates September 2003 - June 2011
Indiana Department of Local Government Finance 1997 - 2003
Education
Indiana University-Purdue University at Indianapolis 2001 — 2003
Master of Proffesional Accountancy, Accounting
Belvia Hiadari Gray's Umbaugh Experience January 2015 - Present
Job Principal at Umbaugh
Industry Financial Services
Experience
Umbaugh January 2015 - Present
Umbaugh July 2010 - December 2014
Umbaugh May 2005 - July 2010
Governor's Office - State of Indiana July 2002 - June 2003
Indiana Election Division October 2002 - December 2002
City of Indianapolis - Mayor's Office January 2001 - August 2001
Skills
Data Analysis, Non-profits, Financial Analysis, Strategic Planning, Public Speaking, Analysis, Budgets, Leadership, Policy
Education
Indiana University Bloomington 2003 — 2005
Master of Public Affairs, Public Finance, Policy Analysis and Economic Development
Butler University 1998 — 2002
BA, Political Science and Public Relations
Pike High School 1994 — 1998
Umbaugh January 2015 - Present
Umbaugh July 2010 - December 2014
Umbaugh May 2005 - July 2010
Governor's Office - State of Indiana July 2002 - June 2003
Indiana Election Division October 2002 - December 2002
City of Indianapolis - Mayor's Office January 2001 - August 2001
Skills
Data Analysis, Non-profits, Financial Analysis, Strategic Planning, Public Speaking, Analysis, Budgets, Leadership, Policy
Education
Indiana University Bloomington 2003 — 2005
Master of Public Affairs, Public Finance, Policy Analysis and Economic Development
Butler University 1998 — 2002
BA, Political Science and Public Relations
Pike High School 1994 — 1998
Lindsay Simonetto's Umbaugh Experience January 2014 - Present
Job Manager at Umbaugh
Industry Financial Services
Experience
Umbaugh January 2014 - Present
Umbaugh January 2013 - December 2013
Umbaugh June 2008 - December 2012
Skills
Financial Analysis, Finance, Financial Modeling, Fixed Income, Analysis, Financial Accounting, Customer Service, Leadership
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Indiana University Bloomington 2004 — 2008
Bachelor of Science (BS), Finance, General
Umbaugh January 2014 - Present
Umbaugh January 2013 - December 2013
Umbaugh June 2008 - December 2012
Skills
Financial Analysis, Finance, Financial Modeling, Fixed Income, Analysis, Financial Accounting, Customer Service, Leadership
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Indiana University Bloomington 2004 — 2008
Bachelor of Science (BS), Finance, General
Tom Michalak's Umbaugh Experience April 2005 - May 2010
Job Director of Finance, State Personnel Department at State of Indiana
Industry Accounting
Experience
State of Indiana April 2012 - Present
City of Indianapolis May 2010 - April 2012
Umbaugh April 2005 - May 2010
Ace Mortgage Funding 2003 - 2005
Circuit City 1997 - 2002
Skills
CPA, Financial Reporting, Analysis, Accounting, Payroll, Employee Relations, Budgeting, Excel, Human Resources, Finance, Accounts Payable, Nonprofits, Budgets, Management, Microsoft Excel, Microsoft Office, Accounts Receivable, Financial Analysis, Public Speaking, Strategic Planning, Government, Process Improvement, PeopleSoft, Financial Accounting, Leadership, Policy, Financial Modeling, Team Building, General Ledger, Customer Service, Account Reconciliation, Program Management, Training, Internal Controls, Managerial Finance, GAAP, Public Policy, Employee Benefits, QuickBooks, Management Consulting, Administration
Education
Indiana University-Purdue University at Indianapolis 2001 — 2006
BS, Accounting, Finance
Valparaiso University 1994 — 1996
General
State of Indiana April 2012 - Present
City of Indianapolis May 2010 - April 2012
Umbaugh April 2005 - May 2010
Ace Mortgage Funding 2003 - 2005
Circuit City 1997 - 2002
Skills
CPA, Financial Reporting, Analysis, Accounting, Payroll, Employee Relations, Budgeting, Excel, Human Resources, Finance, Accounts Payable, Nonprofits, Budgets, Management, Microsoft Excel, Microsoft Office, Accounts Receivable, Financial Analysis, Public Speaking, Strategic Planning, Government, Process Improvement, PeopleSoft, Financial Accounting, Leadership, Policy, Financial Modeling, Team Building, General Ledger, Customer Service, Account Reconciliation, Program Management, Training, Internal Controls, Managerial Finance, GAAP, Public Policy, Employee Benefits, QuickBooks, Management Consulting, Administration
Education
Indiana University-Purdue University at Indianapolis 2001 — 2006
BS, Accounting, Finance
Valparaiso University 1994 — 1996
General
Nikki Bicknell, AFSB, AIS, AINS's Umbaugh Experience June 1998 - March 1999
Job Senior Client Manager Surety at Gibson
Industry Insurance
Experience
Gibson March 1999 - Present
Umbaugh June 1998 - March 1999
Skills
Intermediate Financial..., Attention To Detail, Client Services, Financial Analysis, Surety, Underwriting, Marketing, Leadership, Finance, Insurance, Commercial Insurance, Property & Casualty..., Surety Bonds, Casualty, Brokers, Liability, Casualty Insurance, Risk Management
Education
Ivy Tech Community College 1999 — 2002
Gibson March 1999 - Present
Umbaugh June 1998 - March 1999
Skills
Intermediate Financial..., Attention To Detail, Client Services, Financial Analysis, Surety, Underwriting, Marketing, Leadership, Finance, Insurance, Commercial Insurance, Property & Casualty..., Surety Bonds, Casualty, Brokers, Liability, Casualty Insurance, Risk Management
Education
Ivy Tech Community College 1999 — 2002