Vogel Consulting
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Vogel Consulting Employees
Vogel Consulting May 2008 - Present
MBO Cleary Advisors 2001 - 2007
Highlands Insurance Group 1996 - 2001
Skills
Investments, Portfolio Management, Asset Allocation, Fixed Income, Investment Management, Asset Management, Financial Analysis, Emerging Markets, Wealth Management, Investment Strategies, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Due Diligence
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance, Investments
College of St. Benedict
BA, Business Administration
PwC September 2015 - Present
Vogel Consulting January 2015 - April 2015
Vita January 2014 - April 2014
Bank of China January 2013 - March 2013
HuaAn CPA Firm July 2012 - August 2012
Skills
Auditing, Communication, Financial Accounting, Account Reconciliation, Income Tax, Corporate Tax, Organizational...
Education
Marquette University 2013 — 2015
Master’s Degree, Accounting, 3.9/4.0
Tianjin University of Commerce China 2009 — 2013
Bachelor's Degree, Accounting, 3.6/4.0
General Beverage Sales Company April 2015 - Present
Vogel Consulting June 2014 - August 2014
Marquette University College of Engineering August 2013 - May 2014
House of Gerhard Ltd. April 2007 - August 2013
Marquette University College of Engineering July 2011 - August 2011
Hope Merchandising Company August 2010 - August 2010
Skills
Microsoft Office, Google Analytics, WordPress, Customer Service, Communication, Team-oriented, Project Teams, Matlab, SPSS, Marketing, Marketing Research, Graphic Design, Writing, Social Media
Education
Marquette University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Vogel Consulting April 2012 - Present
PepsiCo July 1988 - March 2012
General Foods February 1976 - July 1988
Skills
Process Development, Quality Assurance, Commercialization, Global Research and...
Education
Manhattan College
Masters of Science, Chemical Engineering
Northeastern University
Bachelor's Degree in Chemical Engineering, Chemical Engineering
Vogel Consulting April 2011 - Present
Skills
Human Resources, Recruiting, Employee Relations, Benefits Administration, Onboarding, HRIS, Microsoft Office, Applicant Tracking..., Job Analysis, Performance Measurement, Talent Management, Legal Compliance
Education
Marquette University
Bachelor of Arts, Psychology, Family Studies
University of Phoenix - Milwaukee Campus
Master of Management, Human Resource Management
Pewaukee High School 1996 — 1999
Vogel Consulting 2014 - Present
G&K Wealth Management, LLC August 2008 - December 2012
Morgan Stanley Smith Barney 2004 - 2006
Robert W. Baird & Co. 1999 - 2004
Skills
Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, New Business Development, Securities, Employee Benefits, Series 7, FINRA
Education
Arizona State University
University of Wisconsin-Milwaukee
Vogel Consulting November 2014 - Present
Vogel Consulting October 2007 - Present
Amalga Composites, Inc. 2004 - 2007
Education
Carroll University 2008 — 2016
Bachelor's Degree, Accounting
Milwaukee Area Technical College 2001 — 2005
Associate's degree, Accounting
Hard Hat Workforce Solutions August 2013 - Present
Vogel Consulting November 2011 - October 2012
Dedicated Computing March 2011 - October 2011
Wisconsin Memorial Park September 2009 - March 2011
Spherion Temp Agency March 2009 - August 2009
Portrait Innovations April 2008 - January 2009
Educated Solutions Corp September 2007 - January 2008
YMCA June 2000 - August 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Training, Time Management, Leadership, Microsoft Word, Management, Social Media, Process Improvement
Education
Appalachian State University 2002 — 2005
Bachelor of Art, Photography & Media Studies
Vogel Consulting January 2013 - Present
Vogel Consulting LLC January 2007 - December 2012
IBM China January 2005 - May 2005
GE Healthcare January 2004 - September 2004
GE Healthcare January 2002 - December 2003
Skills
Estate Planning, Management Consulting
Education
Fairleigh Dickinson University 2005 — 2006
Master, Accounting
University of International Business and Economics 1996 — 2000
Bachelor, Accounting
Wisconsin Bike Fed June 2014 - Present
Baker Tilly June 2013 - June 2014
Vogel Consulting June 2010 - June 2013
Marquette Place August 2007 - December 2009
In House Hospice 2006 - 2006
Skills
Financial Analysis, Accounting, Tax, Financial Modeling, Investments, Strategic Financial..., Financial Reporting, CPA, Auditing, Income Tax, Microsoft Excel, Wealth Management, Microsoft Office, Asset Allocation, Process Improvement, Business Analysis, Financial Accounting, Tax Accounting
Education
Marquette University 2006 — 2010
Bachelor's of Science in Business Administration, Accounting, Finance
Andersen Tax July 2015 - Present
Deloitte April 2012 - July 2015
Deloitte July 2009 - April 2012
Deloitte June 2008 - August 2008
Vogel Consulting May 2007 - August 2007
Skills
Tax Preparation, Corporate Tax, Tax, Compliance, Partnership Tax Returns, Income Tax, CPA, Tax Research, Big 4
Education
Marquette University 2008 — 2009
Master of Science (M.S.), Accounting
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Waupun High School 2000 — 2004
Generac Power Systems August 2015 - Present
D+H U.S. Operation July 2012 - July 2015
Vogel Consulting February 2008 - July 2012
Mortgage Data Management Corp (MDMC) May 2005 - February 2008
The Clayton Group September 2004 - May 2005
RPI June 2003 - September 2004
First Horizon Home Loans August 2002 - June 2003
Education
Alverno College 2013 — 2017
Master's Degree
Bryant and Stratton College 2008 — 2012
Bachelor's Degree
Bryant and Stratton College 2005 — 2008
Associate's Degree
Vogel Consulting August 2014 - Present
American Investment & Trust January 2014 - May 2014
Dordt College August 2012 - December 2013
Russell Investments June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Higher Education, Statistics, Teaching, Access
Education
Dordt College 2010 — 2014
Bachelor's Degree, Accounting and Finance
KPMG US August 2014 - Present
BDO USA, LLP August 2011 - July 2014
Baker Tilly Capital July 2010 - November 2010
Robert W. Baird & Co. August 2009 - May 2010
Vogel Consulting June 2008 - May 2009
Skills
Accounting, Auditing, Financial Analysis, Financial Accounting, Internal Controls, Account Reconciliation, GAAP, Financial Reporting, Financial Statements, CPA
Education
Marquette University 2006 — 2010
Bachelor of Science, Accounting & Finance
National University of Ireland, Galway 2007 — 2007
Irish Studies
Central College 2005 — 2006
Business Administration & Economics
Johnson Controls October 2014 - Present
Rockwell Automation December 2013 - October 2014
Vogel Consulting May 2013 - September 2013
Skills
Financial Analysis, Public Speaking, Tax Accounting, Accounting, Income Tax, Tax, Corporate Tax, Financial Accounting, Tax Preparation, Financial Reporting, Strategic Financial..., QuickBooks
Education
Marquette University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
USM
Vogel Consulting 2008 - 2011
Education
Milwaukee Area Technical College 2009 — 2011
Associate's Degree, Business Administration and Management, General, Good Ones
St. Francis High School 1991 — 1995
Vogel Consulting 2004 - 2010
Vogel Consulting 2001 - 2004
Education
Concordia University-Wisconsin 1997 — 2001
Milkus & Lofy, SC November 2012 - Present
KKCPA January 2003 - November 2012
Vogel Consulting June 2000 - December 2002
Bankers Insurance October 1998 - May 2000
Skills
QuickBooks, Accounting, Payroll, Small Business, Business Tax Planning, Tax Preparation, Financial Accounting, Tax, Financial Reporting, Tax Returns, Internal Controls, Income Tax, Corporate Tax, CPA
Education
Marian University 1995 — 1998
BS, Accounting
Parry Sound High School 1989 — 1994
Vogel Consulting July 2014 - Present
Mary Linsmeier Schools, Inc. September 2013 - July 2014
Deloitte June 2012 - October 2012
US Bank December 2007 - August 2010
Skills
Microsoft Office, Income Tax, Corporate Tax, Financial Analysis, Mutual Funds, Financial Reporting, Accounting, Financial Accounting, QuickBooks, Payroll, Planning Budgeting &..., Accounts Payable, Account Reconciliation
Education
Marquette University 2011 — 2012
Master of Science, Accounting, 3.85
University of Wisconsin-Madison - School of Business 2003 — 2007
BBS, Finance, Investment & Banking; Risk Management & Insurance
Vogel Consulting August 2012 - Present
Plante & Moran December 2009 - February 2011
Applebee's May 2006 - June 2009
Harley-Davidson Motor Company May 2008 - September 2008
Kinex Medical September 2004 - January 2007
YMCA June 2002 - September 2006
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, Internal Controls, Tax
Education
Hope College 2005 — 2009
BA
Vogel Consulting LLC October 2007 - June 2009
Vogel Consulting 2007 - 2008
RSM McGladrey Inc December 2005 - September 2007
Brookfield Properties June 2001 - December 2005
National Futures Association June 1999 - June 2001
Education
Illinois Wesleyan University
BA Accounting
DePaul University
Masters, Taxation