Wallace & Associates
Description
Address: 163 Manchester St, Concord, NH 03301 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo.: Place name: Category: Website: : : : : Phone: : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wallace & Associates Financial Posting publicly on the Web Write a review Reviews Be the first to review
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Wallace & Associates Employees
Employee
Years
Job
Industry
Kim Hattig, MS, CRC Kim Hattig, MS, CRC's Wallace & Associates Experience October 2013 - June 2014
Job Counselor Education Department, Portland State University
Industry Mental Health Care
Experience
Portland State University December 2012 - Present
Wallace & Associates October 2013 - June 2014
Portland State University Disability Resource Center August 2011 - December 2012
Skills
Family Therapy, Mental Health Counseling, Counseling Psychology, Adolescents, Psychotherapy, Case Managment, Mental Health, Student Counseling, Social Services, Life Transitions, Treatment, Self-esteem, Group Therapy, Crisis Intervention, Psychology, Play Therapy, Anger Management, Interventions, Career Counseling, Program Development, Grief Counseling, Stress Management, Child Development, Behavioral Health, Clinical Research, Developmental..., Clinical Supervision, Vocational..., Community Outreach, DBT, Google Groups, Program Evaluation, Autism Spectrum..., Mindfulness, CBT, Motivational..., Addiction Recovery, Chemical Dependency, Resume Writing, Career Assessment, Disabilities, Grant Writing, Conflict Resolution, Career Development, Young Adults, Post Traumatic Stress, Job Coaching, Art Therapy, Technology Needs..., Job Search
Education
Portland State University 2009 — 2012
Master of Science (M.S.), Counseling
University of Oregon 1999 — 2004
Bachelor of Science (B.S.), Political science
Portland State University December 2012 - Present
Wallace & Associates October 2013 - June 2014
Portland State University Disability Resource Center August 2011 - December 2012
Skills
Family Therapy, Mental Health Counseling, Counseling Psychology, Adolescents, Psychotherapy, Case Managment, Mental Health, Student Counseling, Social Services, Life Transitions, Treatment, Self-esteem, Group Therapy, Crisis Intervention, Psychology, Play Therapy, Anger Management, Interventions, Career Counseling, Program Development, Grief Counseling, Stress Management, Child Development, Behavioral Health, Clinical Research, Developmental..., Clinical Supervision, Vocational..., Community Outreach, DBT, Google Groups, Program Evaluation, Autism Spectrum..., Mindfulness, CBT, Motivational..., Addiction Recovery, Chemical Dependency, Resume Writing, Career Assessment, Disabilities, Grant Writing, Conflict Resolution, Career Development, Young Adults, Post Traumatic Stress, Job Coaching, Art Therapy, Technology Needs..., Job Search
Education
Portland State University 2009 — 2012
Master of Science (M.S.), Counseling
University of Oregon 1999 — 2004
Bachelor of Science (B.S.), Political science
Nathan Black Nathan Black's Wallace & Associates Experience November 2009 - April 2012
Job AuditorController of Sutter County
Industry Accounting
Experience
Sutter County October 2014 - Present
Yuba Community College District January 2014 - Present
Matson and Isom January 2013 - September 2014
The Chevo Foundation August 2012 - January 2014
Sacramento History Foundation August 2010 - January 2014
Clair Pringle & Associates LLP April 2012 - December 2012
Wallace & Associates November 2009 - April 2012
Rotary Sacramento 2010 - 2012
KPMG Peat Marwick August 2007 - April 2009
Perry-Smith LLP August 2005 - July 2007
Skills
Accounting, CPA, Internal Controls, Partnership Taxation, Tax, Corporate Tax, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, Tax Research, Financial Analysis, Financial Accounting, US GAAP, Auditing, Business Tax Planning, Financial Statements, Estate Planning, Tax Returns, Forensic Accounting, Business Valuation
Education
CSU Sacramento 2011 — 2013
Master of Science - Accountancy, Accounting
California Polytechnic State University-San Luis Obispo 2001 — 2005
Undergraduate, Business - Accounting
Casa Roble High School 1997 — 2001
High School Diploma, Fundamental
Sutter County October 2014 - Present
Yuba Community College District January 2014 - Present
Matson and Isom January 2013 - September 2014
The Chevo Foundation August 2012 - January 2014
Sacramento History Foundation August 2010 - January 2014
Clair Pringle & Associates LLP April 2012 - December 2012
Wallace & Associates November 2009 - April 2012
Rotary Sacramento 2010 - 2012
KPMG Peat Marwick August 2007 - April 2009
Perry-Smith LLP August 2005 - July 2007
Skills
Accounting, CPA, Internal Controls, Partnership Taxation, Tax, Corporate Tax, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, Tax Research, Financial Analysis, Financial Accounting, US GAAP, Auditing, Business Tax Planning, Financial Statements, Estate Planning, Tax Returns, Forensic Accounting, Business Valuation
Education
CSU Sacramento 2011 — 2013
Master of Science - Accountancy, Accounting
California Polytechnic State University-San Luis Obispo 2001 — 2005
Undergraduate, Business - Accounting
Casa Roble High School 1997 — 2001
High School Diploma, Fundamental
Cheri Wallace Cheri Wallace's Wallace & Associates Experience 1996 - 2008
Job Project Controller at NextEra Energy Resources
Industry Accounting
Experience
NextEra Energy Resources December 2014 - Present
Granite Construction 2011 - 2014
Dolores County Health Association 2008 - 2011
Wallace & Associates 1996 - 2008
Crown Pacific, Ltd. 1991 - 1995
O.M. Inc. / Kim & Susan, Inc. 1987 - 1991
Brooks, Stednitz and Rhodes, Public Accounting 1985 - 1987
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, Project Management, Process Improvement, Cost Accounting, CPA, JD Edwards, JDE Enterprise One, Forecasting, Cash Flow, US GAAP, Consolidation, Internal Controls, Payroll, Accounts Payable &..., Medical Billing, QuickBooks, IT Audit, Financial Modeling, Enterprise Risk..., Management, Management Consulting, Internal Audit
Education
Golden Gate University
Master of Business Administration (M.B.A.), Accounting
University of California, Davis
Bachelor of Arts (B.A.), Economics
NextEra Energy Resources December 2014 - Present
Granite Construction 2011 - 2014
Dolores County Health Association 2008 - 2011
Wallace & Associates 1996 - 2008
Crown Pacific, Ltd. 1991 - 1995
O.M. Inc. / Kim & Susan, Inc. 1987 - 1991
Brooks, Stednitz and Rhodes, Public Accounting 1985 - 1987
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, Project Management, Process Improvement, Cost Accounting, CPA, JD Edwards, JDE Enterprise One, Forecasting, Cash Flow, US GAAP, Consolidation, Internal Controls, Payroll, Accounts Payable &..., Medical Billing, QuickBooks, IT Audit, Financial Modeling, Enterprise Risk..., Management, Management Consulting, Internal Audit
Education
Golden Gate University
Master of Business Administration (M.B.A.), Accounting
University of California, Davis
Bachelor of Arts (B.A.), Economics
Dawn Rogers's Wallace & Associates Experience July 2007 - March 2012
Job Sr. Technical Recruiter
Industry Information Technology and Services
Experience
CCG March 2012 - Present
Wallace & Associates July 2007 - March 2012
Microsoft June 2002 - July 2007
Skills
Applicant Tracking..., Technical Recruiting, Analytics, SaaS, Professional Services, Business Analysis, Enterprise Software, Business Intelligence, Cloud Computing, Vendor Management, Data Warehousing, SDLC, Talent Acquisition, E-commerce, Databases, SharePoint, Thought Leadership, Salesforce.com, Enterprise Architecture, Information Technology
Education
University of North Carolina at Chapel Hill 1999 — 2002
Master of Business Administration (MBA), Kenan-Flagler, International Business
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration and Management, General
CCG March 2012 - Present
Wallace & Associates July 2007 - March 2012
Microsoft June 2002 - July 2007
Skills
Applicant Tracking..., Technical Recruiting, Analytics, SaaS, Professional Services, Business Analysis, Enterprise Software, Business Intelligence, Cloud Computing, Vendor Management, Data Warehousing, SDLC, Talent Acquisition, E-commerce, Databases, SharePoint, Thought Leadership, Salesforce.com, Enterprise Architecture, Information Technology
Education
University of North Carolina at Chapel Hill 1999 — 2002
Master of Business Administration (MBA), Kenan-Flagler, International Business
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration and Management, General
S. Lenise Wallace, PhD S. Lenise Wallace, PhD's Wallace & Associates Experience Adjunct ProfessorIona College2001 - 2011
Job Owner, Wallace & Associates
Industry Public Relations and Communications
Experience
Wallace & Associates Adjunct ProfessorIona College2001 - 2011
Howard University 2003 - 2008
Skills
Public Speaking, Community Outreach, Event Planning
Education
Howard University
PhD, Mass Communication & Media Studies
Iona College
M.S., Corporate Communications & Public Relations
Delaware State University
Bachelor of Arts (B.A.), Political Science and Government
Wallace & Associates Adjunct ProfessorIona College2001 - 2011
Howard University 2003 - 2008
Skills
Public Speaking, Community Outreach, Event Planning
Education
Howard University
PhD, Mass Communication & Media Studies
Iona College
M.S., Corporate Communications & Public Relations
Delaware State University
Bachelor of Arts (B.A.), Political Science and Government
David LaChapelle David LaChapelle's Wallace & Associates Experience June 1997 - December 2002
Job National Account Manager at American Products Inc.
Industry Construction
Experience
American Products Inc. June 2011 - Present
Custom Components Company January 2010 - June 2011
Florida Glass of Tampa Bay 2003 - May 2009
Wallace & Associates June 1997 - December 2002
Skills
Materials, Manufacturing, Glass, Construction, Steel, Purchasing, Project Management, AutoCAD, Contract Management, Contractors, Doors, Procurement, Engineering, Building Materials, Aluminum, Contract Negotiation
Education
University of Florida 1992 — 1997
BS - Civil Engineering, Structural Engineering
National Association of Medical Sales Representatives
Registered Medical Sales Representative
American Products Inc. June 2011 - Present
Custom Components Company January 2010 - June 2011
Florida Glass of Tampa Bay 2003 - May 2009
Wallace & Associates June 1997 - December 2002
Skills
Materials, Manufacturing, Glass, Construction, Steel, Purchasing, Project Management, AutoCAD, Contract Management, Contractors, Doors, Procurement, Engineering, Building Materials, Aluminum, Contract Negotiation
Education
University of Florida 1992 — 1997
BS - Civil Engineering, Structural Engineering
National Association of Medical Sales Representatives
Registered Medical Sales Representative
Justin Wallace Justin Wallace's Wallace & Associates Experience January 2015 - Present
Job President at Wallace & Associates
Industry Financial Services
Experience
American National Insurance January 2015 - Present
Wallace & Associates January 2015 - Present
Skills
Insurance, Leadership, Public Speaking, Management, Sales, Time Management, Property & Casualty..., Life Insurance, Marketing, Marketing Strategy, Teamwork, Social Media Marketing, Microsoft Excel, PowerPoint
Education
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
TVHS
American National Insurance January 2015 - Present
Wallace & Associates January 2015 - Present
Skills
Insurance, Leadership, Public Speaking, Management, Sales, Time Management, Property & Casualty..., Life Insurance, Marketing, Marketing Strategy, Teamwork, Social Media Marketing, Microsoft Excel, PowerPoint
Education
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
TVHS
Linda Wallace Linda Wallace's Wallace & Associates Experience July 2004 - Present
Job Sr. Instructional Designer Consultant, Training Project Management
Industry Education Management
Experience
Wallace & Associates July 2004 - Present
Southern California Edison May 2009 - October 2013
Cardinal Health January 2008 - June 2009
DevelopMentor September 2005 - November 2006
FileNet IBM Corporation January 2000 - July 2004
FileNet IBM Corporation July 1994 - July 2004
FileNet IBM Corporation July 1992 - July 1994
FileNet IBM Corporation July 1989 - July 1992
FileNet IBM Corporation July 1985 - July 1989
FileNet Corporation February 1983 - July 1985
Skills
Training, Program Management, Instructional Design, E-Learning, Project Portfolio..., Blended Learning, SnagIt, Camtasia, Software, SAP, Adobe Acrobat, Healthcare, Consulting, Team Building, Management, Process Improvement, Learning Management..., Enterprise Software, Adult Education, Employee Training, Workshop Facilitation, Start-ups, Strategy, Performance Management, Leadership, Change Management, Needs Analysis, Sales, Business Process..., Performance Improvement, Instructor-led Training, Technical Writing, Captivate, Strategic Planning, Learning Management
Education
Colby College 1967 — 1971
BA, Mathematics
Northeastern University
MS, Computer Science, Finance
Wallace & Associates July 2004 - Present
Southern California Edison May 2009 - October 2013
Cardinal Health January 2008 - June 2009
DevelopMentor September 2005 - November 2006
FileNet IBM Corporation January 2000 - July 2004
FileNet IBM Corporation July 1994 - July 2004
FileNet IBM Corporation July 1992 - July 1994
FileNet IBM Corporation July 1989 - July 1992
FileNet IBM Corporation July 1985 - July 1989
FileNet Corporation February 1983 - July 1985
Skills
Training, Program Management, Instructional Design, E-Learning, Project Portfolio..., Blended Learning, SnagIt, Camtasia, Software, SAP, Adobe Acrobat, Healthcare, Consulting, Team Building, Management, Process Improvement, Learning Management..., Enterprise Software, Adult Education, Employee Training, Workshop Facilitation, Start-ups, Strategy, Performance Management, Leadership, Change Management, Needs Analysis, Sales, Business Process..., Performance Improvement, Instructor-led Training, Technical Writing, Captivate, Strategic Planning, Learning Management
Education
Colby College 1967 — 1971
BA, Mathematics
Northeastern University
MS, Computer Science, Finance
Lisa Grossman Ben-Tal's Wallace & Associates Experience 2000 - 2004
Job Owner of Accounting firm Lisa C. Grossman BenTal, C.P.A.
Industry Accounting
Experience
Lisa C. Grossman Ben-Tal, C.P.A. November 2010 - Present
Brentwood Management Group 2009 - 2010
Block, Plant, Eisner, Fiorito & Belak-Berger 2004 - 2009
Wallace & Associates 2000 - 2004
Skills
Tax Preparation, Financial Statements, Microsoft Excel, CPA, Accounting, Tax, Bookkeeping, Corporate Tax, QuickBooks, Partnership Taxation, Tax Research
Education
California State University-Northridge 1998 — 2000
Santa Monica College 1997 — 1998
Accounting
University of California, Santa Barbara 1996 — 1997
Business Economics / Accounting
Lisa C. Grossman Ben-Tal, C.P.A. November 2010 - Present
Brentwood Management Group 2009 - 2010
Block, Plant, Eisner, Fiorito & Belak-Berger 2004 - 2009
Wallace & Associates 2000 - 2004
Skills
Tax Preparation, Financial Statements, Microsoft Excel, CPA, Accounting, Tax, Bookkeeping, Corporate Tax, QuickBooks, Partnership Taxation, Tax Research
Education
California State University-Northridge 1998 — 2000
Santa Monica College 1997 — 1998
Accounting
University of California, Santa Barbara 1996 — 1997
Business Economics / Accounting
Joshua Top's Wallace & Associates Experience February 2009 - Present
Job Insurance Agent/Tax Professional
Industry Insurance
Experience
Wallace & Associates February 2009 - Present
Summit Bank December 2006 - February 2009
Sid Top Dairy 1990 - 2008
H&R Block December 2002 - April 2007
Skills
Cash Flow, Budget, Risk Management, Business Development, Technology, Income Tax, Strategic Financial..., Financial Statements, Financial Reporting, Mortgage Lending, Banking, Budgets, Financial Analysis, Accounts Payable, Cash Management, Accounting, Real Estate, Small Business, Investments, Tax, Loans, Financial Planning, Customer Service, Finance
Education
Washington Bankers Association 2007 — 2008
Grow Your Own Lender, Banking and Financial Support Services
Western Washington University 2004 — 2006
Finance, Accounting, Economics, Management
Skagit Valley College 2001 — 2004
Associate of Arts (AA), Business/Commerce, General
Wallace & Associates February 2009 - Present
Summit Bank December 2006 - February 2009
Sid Top Dairy 1990 - 2008
H&R Block December 2002 - April 2007
Skills
Cash Flow, Budget, Risk Management, Business Development, Technology, Income Tax, Strategic Financial..., Financial Statements, Financial Reporting, Mortgage Lending, Banking, Budgets, Financial Analysis, Accounts Payable, Cash Management, Accounting, Real Estate, Small Business, Investments, Tax, Loans, Financial Planning, Customer Service, Finance
Education
Washington Bankers Association 2007 — 2008
Grow Your Own Lender, Banking and Financial Support Services
Western Washington University 2004 — 2006
Finance, Accounting, Economics, Management
Skagit Valley College 2001 — 2004
Associate of Arts (AA), Business/Commerce, General
Christine Macedo's Wallace & Associates Experience May 2005 - Present
Job Treasurer at The Red Brick Road Theatre Company
Industry Entertainment
Experience
Los Angeles June 2011 - Present
The Red Brick Road Theatre Company November 2007 - Present
Wallace & Associates May 2005 - Present
Los Angeles January 2005 - Present
Los Angeles January 1997 - Present
Skills
Theatre, Acting, Accounting, Entertainment, QuickBooks
Education
Shippensburg University of Pennsylvania 1993 — 1997
Bachelor of Arts, Comm/Journ, Theatre Minor
Los Angeles June 2011 - Present
The Red Brick Road Theatre Company November 2007 - Present
Wallace & Associates May 2005 - Present
Los Angeles January 2005 - Present
Los Angeles January 1997 - Present
Skills
Theatre, Acting, Accounting, Entertainment, QuickBooks
Education
Shippensburg University of Pennsylvania 1993 — 1997
Bachelor of Arts, Comm/Journ, Theatre Minor
Jeff Rasar's Wallace & Associates Experience April 1997 - Present
Job Commercial Lines Agent at Wallace & Associates
Industry Insurance
Experience
Wallace & Associates April 1997 - Present
Education
University of Nevada-Las Vegas 1979 — 1981
Bachelor of Science (B.S.), Hotel Management
Wallace & Associates April 1997 - Present
Education
University of Nevada-Las Vegas 1979 — 1981
Bachelor of Science (B.S.), Hotel Management