Weltman Bernfield LLC
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Weltman Bernfield LLC Employees
Employee
Years
Job
Industry
Dean Klemenz Dean Klemenz's Weltman Bernfield LLC Experience November 1996 - Present
Job Accounting Manager at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC November 1996 - Present
Skills
Sales Tax, Tax Returns, Tax, General Ledger, Income Tax, Tax Preparation, Accounting, Tax Accounting, QuickBooks, Bookkeeping, Financial Reporting, Financial Accounting, Corporate Tax, Partnership Taxation, Accounts Receivable, Auditing, Financial Analysis, GAAP, Mergers & Acquisitions, CPA, Financial Statements, Peachtree, Tax Research
Education
Roosevelt University 1993 — 1996
Bachelors in Science, Business
Oakton Community College 1989 — 1991
Associates in Arts, Business
Weltman Bernfield LLC November 1996 - Present
Skills
Sales Tax, Tax Returns, Tax, General Ledger, Income Tax, Tax Preparation, Accounting, Tax Accounting, QuickBooks, Bookkeeping, Financial Reporting, Financial Accounting, Corporate Tax, Partnership Taxation, Accounts Receivable, Auditing, Financial Analysis, GAAP, Mergers & Acquisitions, CPA, Financial Statements, Peachtree, Tax Research
Education
Roosevelt University 1993 — 1996
Bachelors in Science, Business
Oakton Community College 1989 — 1991
Associates in Arts, Business
Jerry Murdick, Jr Jerry Murdick, Jr's Weltman Bernfield LLC Experience August 2010 - October 2012
Job Tax Manager at Michael Silver & Company CPAs
Industry Accounting
Experience
Michael Silver & Company CPAs August 2014 - Present
Brown CPA Group, Ltd. October 2012 - August 2014
Weltman Bernfield LLC August 2010 - October 2012
FR&R (Frost Ruttenberg & Rothblatt) 1998 - 2010
Skills
Bookkeeping, Partnership Taxation, International Tax, Tax Returns, General Ledger, Tax Preparation, State Tax, Financial Accounting, Financial Analysis, Accounts Receivable, US Tax, Tax, Financial Reporting, Sales & Use Tax, Accounting, Account Reconciliation, Fixed Assets, Sales Tax, Income Tax, Corporate Tax
Education
Northern Illinois University - College of Business 2004 — 2009
MST - Masters of Taxation, Business - Masters Degree
Northern Michigan University 1987 — 1991
BS - Bachelors of Science, Business with an Accounting Concentration
Michael Silver & Company CPAs August 2014 - Present
Brown CPA Group, Ltd. October 2012 - August 2014
Weltman Bernfield LLC August 2010 - October 2012
FR&R (Frost Ruttenberg & Rothblatt) 1998 - 2010
Skills
Bookkeeping, Partnership Taxation, International Tax, Tax Returns, General Ledger, Tax Preparation, State Tax, Financial Accounting, Financial Analysis, Accounts Receivable, US Tax, Tax, Financial Reporting, Sales & Use Tax, Accounting, Account Reconciliation, Fixed Assets, Sales Tax, Income Tax, Corporate Tax
Education
Northern Illinois University - College of Business 2004 — 2009
MST - Masters of Taxation, Business - Masters Degree
Northern Michigan University 1987 — 1991
BS - Bachelors of Science, Business with an Accounting Concentration
Paige Stevens Paige Stevens's Weltman Bernfield LLC Experience January 2014 - May 2014
Job Administrative Assistant at Equity Office Properties Trust
Industry Executive Office
Experience
Equity Office Properties Trust December 2014 - Present
Moran & Company July 2014 - December 2014
Ivanhoe Club March 2013 - August 2014
Weltman Bernfield LLC January 2014 - May 2014
Hospira October 2012 - January 2014
Skills
Administrative..., Data Entry, Security Management, Customer Service, Sales, Microsoft Office, Microsoft Excel, Time Management, Leadership, Microsoft Word, Management, Human Resources, Marketing, Sales Management
Education
College of Lake County 2009 — 2011
Equity Office Properties Trust December 2014 - Present
Moran & Company July 2014 - December 2014
Ivanhoe Club March 2013 - August 2014
Weltman Bernfield LLC January 2014 - May 2014
Hospira October 2012 - January 2014
Skills
Administrative..., Data Entry, Security Management, Customer Service, Sales, Microsoft Office, Microsoft Excel, Time Management, Leadership, Microsoft Word, Management, Human Resources, Marketing, Sales Management
Education
College of Lake County 2009 — 2011
Andrew Blank, CPA Andrew Blank, CPA's Weltman Bernfield LLC Experience July 2013 - Present
Job Staff Accountant
Industry Accounting
Experience
Weltman Bernfield LLC July 2013 - Present
Yeo & Yeo PC July 2012 - April 2013
Clear Rate Communications, Inc. January 2012 - July 2012
Central Transport May 2011 - August 2011
Baker Tilly Virchow Krause, LLP January 2011 - April 2011
Michigan Republican Party June 2010 - August 2010
Skills
Tax, Tax Preparation, QuickBooks, Accounting, Accounts Receivable, Auditing, Fixed Assets, Income Tax, CPA, Financial Statements, Journal Entries, Invoicing, GAAP, Corporate Tax, Microsoft Excel, Analysis, Financial Accounting, General Ledger, Finance, Financial Reporting
Education
Walsh College of Accountancy and Business Administration 2012 — 2012
Accounting
Albion College 2007 — 2011
Economics & Management, Accounting
International College of Management Sydney ATF ICTHM Trust 2009 — 2009
Ernest W. Seaholm High School 2003 — 2007
Weltman Bernfield LLC July 2013 - Present
Yeo & Yeo PC July 2012 - April 2013
Clear Rate Communications, Inc. January 2012 - July 2012
Central Transport May 2011 - August 2011
Baker Tilly Virchow Krause, LLP January 2011 - April 2011
Michigan Republican Party June 2010 - August 2010
Skills
Tax, Tax Preparation, QuickBooks, Accounting, Accounts Receivable, Auditing, Fixed Assets, Income Tax, CPA, Financial Statements, Journal Entries, Invoicing, GAAP, Corporate Tax, Microsoft Excel, Analysis, Financial Accounting, General Ledger, Finance, Financial Reporting
Education
Walsh College of Accountancy and Business Administration 2012 — 2012
Accounting
Albion College 2007 — 2011
Economics & Management, Accounting
International College of Management Sydney ATF ICTHM Trust 2009 — 2009
Ernest W. Seaholm High School 2003 — 2007
Marla Curtis Marla Curtis's Weltman Bernfield LLC Experience August 2012 - September 2013
Job Administrative Assistant at Closets By Design
Industry Construction
Experience
Closets By Design October 2014 - Present
Connextions August 2014 - October 2014
Weltman Bernfield LLC August 2012 - September 2013
Priority Appliance Repair November 2011 - June 2012
AnswerService Plus November 2005 - November 2011
Skills
Tax Preparation, Customer Service, Bookkeeping, Accounts Receivable, Accounting, QuickBooks, Tax, Finance, Financial Reporting, Accounts Payable, Payroll
Education
University of Phoenix 2011 — 2013
Associate of Arts (A.A.), Accounting
Closets By Design October 2014 - Present
Connextions August 2014 - October 2014
Weltman Bernfield LLC August 2012 - September 2013
Priority Appliance Repair November 2011 - June 2012
AnswerService Plus November 2005 - November 2011
Skills
Tax Preparation, Customer Service, Bookkeeping, Accounts Receivable, Accounting, QuickBooks, Tax, Finance, Financial Reporting, Accounts Payable, Payroll
Education
University of Phoenix 2011 — 2013
Associate of Arts (A.A.), Accounting
Katie Wallor Katie Wallor's Weltman Bernfield LLC Experience August 2015 - Present
Job Accounting Staff Manager at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC August 2015 - Present
McGladrey LLC 2004 - July 2015
J. Aronson Ltd. 2002 - 2004
Midwest Development Corporation 1987 - 1988
Interstate United Corporation 1983 - 1985
U.S. Home Corporation 1978 - 1983
Skills
Quick Books Pro Advisor, CPA, Tax Preparation, Financial Reporting, Self-starter, Auditing, Accounting, Accounts Receivable, Management, Forecasting, Accounts Payable, QuickBooks, Budgets, Financial Statements
Education
Northern Illinois University 1981 — 1982
BS, Accountancy
University of Illinois at Urbana-Champaign
Licensed CPA, Accountancy
Weltman Bernfield LLC August 2015 - Present
McGladrey LLC 2004 - July 2015
J. Aronson Ltd. 2002 - 2004
Midwest Development Corporation 1987 - 1988
Interstate United Corporation 1983 - 1985
U.S. Home Corporation 1978 - 1983
Skills
Quick Books Pro Advisor, CPA, Tax Preparation, Financial Reporting, Self-starter, Auditing, Accounting, Accounts Receivable, Management, Forecasting, Accounts Payable, QuickBooks, Budgets, Financial Statements
Education
Northern Illinois University 1981 — 1982
BS, Accountancy
University of Illinois at Urbana-Champaign
Licensed CPA, Accountancy
Allen Bolnick, CPA Allen Bolnick, CPA's Weltman Bernfield LLC Experience January 2013 - Present
Job Member at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC January 2013 - Present
Weltman Bernfield LLC January 2008 - December 2012
Wiseman Leader Adler & Bolnick January 1997 - December 2007
Klayman & Korman LLC January 1992 - December 1996
Bolnick & Bates LLC May 1980 - December 1991
Skills
Mergers & Acquisitions, Income Tax, Financial Reporting, Tax Preparation, Corporate Tax, Accounting
Education
Bradley University 1970 — 1974
BA, Accounting
Weltman Bernfield LLC January 2013 - Present
Weltman Bernfield LLC January 2008 - December 2012
Wiseman Leader Adler & Bolnick January 1997 - December 2007
Klayman & Korman LLC January 1992 - December 1996
Bolnick & Bates LLC May 1980 - December 1991
Skills
Mergers & Acquisitions, Income Tax, Financial Reporting, Tax Preparation, Corporate Tax, Accounting
Education
Bradley University 1970 — 1974
BA, Accounting
Deborah Sohr's Weltman Bernfield LLC Experience July 2012 - December 2013
Job Staff Accountant at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC July 2012 - December 2013
Paul Borg Construction Company May 2007 - July 2012
Kipnis, Rosen & Bloom, LTD. December 1999 - May 2007
Paul Borg Construction Company February 1995 - December 1999
Skills
Corporation Tax..., Partnership Tax..., LLC Tax Preparation, Individual Tax..., Sales & Use Tax, Payroll Taxes, Chicago Head Tax, Year-end Close, 1099 Preparation, Consolidated Financial..., Monthly Close, Financial Statements, Compilation Of..., Defined Contribution, Defined Benefit, Fixed Asset Management, Microsoft Dynamics SL, Cash-flow Management, FRx, Percentage of Completion, Cash Management, General Ledger, AIA billing, ComputerEase, Lien Waivers, Construction Accounting, Timberline Accounting, Job Costing, Software Conversions, Masterbuilder, American Contractor, Sage Timberline Office, Accounting Management, Project Accounting, Human Resources, Great Plains Software, Peachtree, QuickBooks, Insurance Negotiations, Lines Of Credit, Bonds, Certified Payroll, Sworn Statements, Property Management, Commercial Leasing, Retail Shopping Centers, Triple Net Rent, Common Area Maintenance, Master Builder, Management
Education
DeVry University-Illinois 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, 4.0 GPA
Harper College
Accounting, 4.0 GPA
Weltman Bernfield LLC July 2012 - December 2013
Paul Borg Construction Company May 2007 - July 2012
Kipnis, Rosen & Bloom, LTD. December 1999 - May 2007
Paul Borg Construction Company February 1995 - December 1999
Skills
Corporation Tax..., Partnership Tax..., LLC Tax Preparation, Individual Tax..., Sales & Use Tax, Payroll Taxes, Chicago Head Tax, Year-end Close, 1099 Preparation, Consolidated Financial..., Monthly Close, Financial Statements, Compilation Of..., Defined Contribution, Defined Benefit, Fixed Asset Management, Microsoft Dynamics SL, Cash-flow Management, FRx, Percentage of Completion, Cash Management, General Ledger, AIA billing, ComputerEase, Lien Waivers, Construction Accounting, Timberline Accounting, Job Costing, Software Conversions, Masterbuilder, American Contractor, Sage Timberline Office, Accounting Management, Project Accounting, Human Resources, Great Plains Software, Peachtree, QuickBooks, Insurance Negotiations, Lines Of Credit, Bonds, Certified Payroll, Sworn Statements, Property Management, Commercial Leasing, Retail Shopping Centers, Triple Net Rent, Common Area Maintenance, Master Builder, Management
Education
DeVry University-Illinois 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, 4.0 GPA
Harper College
Accounting, 4.0 GPA
Ashley Pye Ashley Pye's Weltman Bernfield LLC Experience June 2012 - July 2012
Job Staff Accountant at Porte Brown LLC
Industry Accounting
Experience
Porte Brown LLC January 2013 - Present
Loyola University Chicago December 2011 - December 2012
Weltman Bernfield LLC June 2012 - July 2012
Loyola University Chicago January 2009 - December 2009
Skills
Word, PowerPoint, Excel, Photoshop, QuickBooks, Peachtree, Accounting, Microsoft Excel, Financial Reporting, Outlook, Microsoft Word, Microsoft Office, Public Speaking
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration, Major: Accounting; Minors: Finance, French, Photography
John Felice Rome Center 2010 — 2010
Porte Brown LLC January 2013 - Present
Loyola University Chicago December 2011 - December 2012
Weltman Bernfield LLC June 2012 - July 2012
Loyola University Chicago January 2009 - December 2009
Skills
Word, PowerPoint, Excel, Photoshop, QuickBooks, Peachtree, Accounting, Microsoft Excel, Financial Reporting, Outlook, Microsoft Word, Microsoft Office, Public Speaking
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration, Major: Accounting; Minors: Finance, French, Photography
John Felice Rome Center 2010 — 2010
Jenny Werronen, CPA, MBA Jenny Werronen, CPA, MBA's Weltman Bernfield LLC Experience January 2013 - April 2013
Job Financial Analyst at Holden Industries, Inc.
Industry Accounting
Experience
Holden Industries, Inc. December 2014 - Present
Power Solutions International June 2013 - November 2014
Weltman Bernfield LLC January 2013 - April 2013
Cosmo Films 2011 - 2012
Northshore Asset Management and Advisory, Inc. January 2011 - April 2011
Tenneco 2001 - 2002
Pactiv, LLC 2000 - 2001
JH Consulting Services, Espoo, Finland January 1994 - October 1999
Spectrum Medical Sciences, Espoo, Finland January 1993 - December 1993
National Public Health Institute, Helsinki, Finland October 1991 - December 1992
Skills
Accounting, Financial Analysis, Languages, Financial Reporting, Fixed Assets, Accounts Receivable, Bookkeeping, Invoicing, Depreciation, Reconciliation, Peachtree, Cash Management, Tax, General Ledger, Forecasting, Variance Analysis, Cost Accounting, SAP, Financial Accounting, Accounts Payable, Accruals, Account Reconciliation, Cash Flow, Balance, Budgeting, Reconciliations, GAAP, Auditing, Excel, Revenue Recognition, Cash, US GAAP, Financial Planning, Cash Flow Forecasting, Pivot Tables, IFRS, Preparation, Journal Entries, Expenses, Financial Modeling, Financial Management, Audit, SOX, SEC reporting, Bank Reconciliation, Microsoft Excel, Sarbanes-Oxley Act
Education
Northern Illinois University 2009 — 2010
CPA Review, Accounting
College of Lake County 2007 — 2008
CPA, Accounting
Helsinki School of Economics and Business Administration, Helsinki, Finland. 1997 — 1999
MBA (honor), Finance
Georgia State University - J. Mack Robinson College of Business 1998 — 1998
MBA (exchange student), Finance
Tianjin University 1985 — 1989
Bachelor of Science, Mechanical Engineering
Holden Industries, Inc. December 2014 - Present
Power Solutions International June 2013 - November 2014
Weltman Bernfield LLC January 2013 - April 2013
Cosmo Films 2011 - 2012
Northshore Asset Management and Advisory, Inc. January 2011 - April 2011
Tenneco 2001 - 2002
Pactiv, LLC 2000 - 2001
JH Consulting Services, Espoo, Finland January 1994 - October 1999
Spectrum Medical Sciences, Espoo, Finland January 1993 - December 1993
National Public Health Institute, Helsinki, Finland October 1991 - December 1992
Skills
Accounting, Financial Analysis, Languages, Financial Reporting, Fixed Assets, Accounts Receivable, Bookkeeping, Invoicing, Depreciation, Reconciliation, Peachtree, Cash Management, Tax, General Ledger, Forecasting, Variance Analysis, Cost Accounting, SAP, Financial Accounting, Accounts Payable, Accruals, Account Reconciliation, Cash Flow, Balance, Budgeting, Reconciliations, GAAP, Auditing, Excel, Revenue Recognition, Cash, US GAAP, Financial Planning, Cash Flow Forecasting, Pivot Tables, IFRS, Preparation, Journal Entries, Expenses, Financial Modeling, Financial Management, Audit, SOX, SEC reporting, Bank Reconciliation, Microsoft Excel, Sarbanes-Oxley Act
Education
Northern Illinois University 2009 — 2010
CPA Review, Accounting
College of Lake County 2007 — 2008
CPA, Accounting
Helsinki School of Economics and Business Administration, Helsinki, Finland. 1997 — 1999
MBA (honor), Finance
Georgia State University - J. Mack Robinson College of Business 1998 — 1998
MBA (exchange student), Finance
Tianjin University 1985 — 1989
Bachelor of Science, Mechanical Engineering
Joshua Lipkin, CPA Joshua Lipkin, CPA's Weltman Bernfield LLC Experience July 2010 - Present
Job Senior Staff Accountant at Weltman Bernfield LLC, A Certified Public Accounting Firm
Industry Accounting
Experience
Weltman Bernfield LLC July 2010 - Present
Weltman Bernfield LLC January 2010 - June 2010
Skills
Quickbooks, Excel, Ultra Tax, Creative Solutions..., Fixed Asset CS, Bookkeeping, Tax, Accounting, Financial Reporting, Auditing, Tax Returns, Sales Tax, Microsoft Office, Tax Preparation, Accounts Payable, Financial Accounting, Word, Income Tax, PowerPoint, Tax Accounting, Payroll, Outlook, Audit, Accounts Receivable, General Ledger, QuickBooks, Corporate Tax, Mergers & Acquisitions, CPA, Financial Statements, US GAAP, Partnership Taxation, Account Reconciliation, Tax Research, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2004 — 2009
BA, Agri-Accounting
Weltman Bernfield LLC July 2010 - Present
Weltman Bernfield LLC January 2010 - June 2010
Skills
Quickbooks, Excel, Ultra Tax, Creative Solutions..., Fixed Asset CS, Bookkeeping, Tax, Accounting, Financial Reporting, Auditing, Tax Returns, Sales Tax, Microsoft Office, Tax Preparation, Accounts Payable, Financial Accounting, Word, Income Tax, PowerPoint, Tax Accounting, Payroll, Outlook, Audit, Accounts Receivable, General Ledger, QuickBooks, Corporate Tax, Mergers & Acquisitions, CPA, Financial Statements, US GAAP, Partnership Taxation, Account Reconciliation, Tax Research, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2004 — 2009
BA, Agri-Accounting
David Goldberg, CPA David Goldberg, CPA's Weltman Bernfield LLC Experience December 2007 - Present
Job C.P.A at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC December 2007 - Present
WISEMAN LEADER ADLER & BOLNICK September 2004 - December 2007
Howard Schultz & Associates/PRG January 1994 - August 2004
Dacor Corporation September 1982 - December 1992
Miller Cooper June 1972 - September 1982
Skills
Partnership Taxation, Small Business, Tax Preparation, QuickBooks, Tax Returns, Income Tax, Accounting, Tax, Tax Research, Tax Accounting, Corporate Tax, Mergers & Acquisitions, Management Consulting, Financial Analysis, Financial Reporting, Finance, Financial Accounting, CPA, General Ledger, GAAP, Bookkeeping, Sales Tax, US GAAP, Financial Statements, Auditing, Forensic Accounting, Accounts Receivable, Business Valuation, Strategic Financial...
Education
Northern Illinois University 1965 — 1969
BS, ACCOUNTING
niles west high school
Weltman Bernfield LLC December 2007 - Present
WISEMAN LEADER ADLER & BOLNICK September 2004 - December 2007
Howard Schultz & Associates/PRG January 1994 - August 2004
Dacor Corporation September 1982 - December 1992
Miller Cooper June 1972 - September 1982
Skills
Partnership Taxation, Small Business, Tax Preparation, QuickBooks, Tax Returns, Income Tax, Accounting, Tax, Tax Research, Tax Accounting, Corporate Tax, Mergers & Acquisitions, Management Consulting, Financial Analysis, Financial Reporting, Finance, Financial Accounting, CPA, General Ledger, GAAP, Bookkeeping, Sales Tax, US GAAP, Financial Statements, Auditing, Forensic Accounting, Accounts Receivable, Business Valuation, Strategic Financial...
Education
Northern Illinois University 1965 — 1969
BS, ACCOUNTING
niles west high school
Kay Wolowicki Kay Wolowicki's Weltman Bernfield LLC Experience July 2010 - Present
Job Administrative Assistant at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC July 2010 - Present
jcpenney July 2009 - July 2010
Six Flags Great America May 2008 - August 2008
Skills
Efiling, Process tax returns, Microsoft Word, Microsoft Excel, Administrative Work
Education
Illinois State University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Weltman Bernfield LLC July 2010 - Present
jcpenney July 2009 - July 2010
Six Flags Great America May 2008 - August 2008
Skills
Efiling, Process tax returns, Microsoft Word, Microsoft Excel, Administrative Work
Education
Illinois State University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Glenn Mikell Glenn Mikell's Weltman Bernfield LLC Experience February 1986 - Present
Job Partner, Weltman Bernfield, LLC Certified Public Accountants
Industry Accounting
Experience
Weltman Bernfield LLC February 1986 - Present
Weltman Katz Mikell & Nechtow, LTD February 1986 - December 2007
Stevens Bedding June 1972 - January 1986
Skills
Five Star Professional-..., Auditing, Accounting, Tax Accounting, Small Business, Tax, Management, Tax Preparation, Partnership Taxation, Income Tax, QuickBooks, Sales, Financial Accounting, Corporate Tax, Tax Research, Tax Returns, Finance, Management Consulting, Financial Analysis, Customer Service, Mergers & Acquisitions, Financial Reporting, Public Speaking
Education
Northern Illinois University 1965 — 1969
Bachelor of Science, Accounting
Weltman Bernfield LLC February 1986 - Present
Weltman Katz Mikell & Nechtow, LTD February 1986 - December 2007
Stevens Bedding June 1972 - January 1986
Skills
Five Star Professional-..., Auditing, Accounting, Tax Accounting, Small Business, Tax, Management, Tax Preparation, Partnership Taxation, Income Tax, QuickBooks, Sales, Financial Accounting, Corporate Tax, Tax Research, Tax Returns, Finance, Management Consulting, Financial Analysis, Customer Service, Mergers & Acquisitions, Financial Reporting, Public Speaking
Education
Northern Illinois University 1965 — 1969
Bachelor of Science, Accounting
Laura Guertler Laura Guertler's Weltman Bernfield LLC Experience June 2012 - August 2012
Job Advertising and Marketing Professional
Industry Marketing and Advertising
Experience
The Want Club October 2012 - January 2013
Weltman Bernfield LLC June 2012 - August 2012
Nike July 2012 - July 2012
Central Coast Agency November 2011 - January 2012
ATN Promo September 2011 - October 2011
Mizzou Running Club June 2011 - July 2011
CrashPlan January 2011 - May 2011
Jumpstart August 2010 - May 2011
McCann Erickson July 2010 - August 2010
Residential Life's Design and Planning Office September 2008 - May 2009
Skills
InDesign, Photoshop, Microsoft Office, Account Management, Market Research, Mac OS X, Global Marketing, Facebook, Blogging, Writing, Copywriting, Social Media Marketing, Promotions, Copy Editing, Advertising, Social Networking, Customer Service, Research, Journalism, Proofreading, Marketing Research, Strategic Communications, Marketing Strategy, Social Media, Constant Contact, SurveyMonkey, Survey Design, Microsoft Publisher, Problem Solving, Project Management, Creative Writing, Leadership
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Journalism, Strategic Communication, Certificate in Multicultural Studies
Univerzita Karlova v Praze 2010 — 2010
Missouri School of Journalism Prague Summer Internship Program
Montini Catholic High School 2003 — 2007
High School Diploma
The Want Club October 2012 - January 2013
Weltman Bernfield LLC June 2012 - August 2012
Nike July 2012 - July 2012
Central Coast Agency November 2011 - January 2012
ATN Promo September 2011 - October 2011
Mizzou Running Club June 2011 - July 2011
CrashPlan January 2011 - May 2011
Jumpstart August 2010 - May 2011
McCann Erickson July 2010 - August 2010
Residential Life's Design and Planning Office September 2008 - May 2009
Skills
InDesign, Photoshop, Microsoft Office, Account Management, Market Research, Mac OS X, Global Marketing, Facebook, Blogging, Writing, Copywriting, Social Media Marketing, Promotions, Copy Editing, Advertising, Social Networking, Customer Service, Research, Journalism, Proofreading, Marketing Research, Strategic Communications, Marketing Strategy, Social Media, Constant Contact, SurveyMonkey, Survey Design, Microsoft Publisher, Problem Solving, Project Management, Creative Writing, Leadership
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Journalism, Strategic Communication, Certificate in Multicultural Studies
Univerzita Karlova v Praze 2010 — 2010
Missouri School of Journalism Prague Summer Internship Program
Montini Catholic High School 2003 — 2007
High School Diploma
Robin Eisenstot Robin Eisenstot's Weltman Bernfield LLC Experience January 2014 - Present
Job Bookkeeper Administrative Assistant at Weltman Bernfield LLC
Industry Education Management
Experience
Weltman Bernfield LLC January 2014 - Present
Champions Extended Learning June 2006 - July 2013
Champions Extended Learning April 2004 - June 2006
KinderCare April 1996 - April 2004
Skills
Teaching, Curriculum Development, Staff Development, Educational Leadership, Curriculum Design, Childcare, Early Childhood..., Leadership, Training, Leadership Development, Team Leadership, Team Building, Customer Service, Management, Customer Satisfaction, Employee Training, Coaching, Public Speaking, Human Resources, Time Management, Fundraising, Recruiting
Education
Northeastern Illinois University 1982 — 1987
BS, Sociology and Psychology
Weltman Bernfield LLC January 2014 - Present
Champions Extended Learning June 2006 - July 2013
Champions Extended Learning April 2004 - June 2006
KinderCare April 1996 - April 2004
Skills
Teaching, Curriculum Development, Staff Development, Educational Leadership, Curriculum Design, Childcare, Early Childhood..., Leadership, Training, Leadership Development, Team Leadership, Team Building, Customer Service, Management, Customer Satisfaction, Employee Training, Coaching, Public Speaking, Human Resources, Time Management, Fundraising, Recruiting
Education
Northeastern Illinois University 1982 — 1987
BS, Sociology and Psychology
Adam June's Weltman Bernfield LLC Experience 2007 - Present
Job Tax Manager at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC 2007 - Present
Elisco & O'Connell 2006 - 2007
Law Office of Paul Polacek 2005 - 2006
Skills
Income Tax, Tax Preparation, Tax Law, Tax Accounting
Education
Chicago-Kent College of Law, Illinois Institute of Technology
LLM
University of Wisconsin-Madison
Doctor of Law (JD)
University of Notre Dame
Bachelor's degree
Weltman Bernfield LLC 2007 - Present
Elisco & O'Connell 2006 - 2007
Law Office of Paul Polacek 2005 - 2006
Skills
Income Tax, Tax Preparation, Tax Law, Tax Accounting
Education
Chicago-Kent College of Law, Illinois Institute of Technology
LLM
University of Wisconsin-Madison
Doctor of Law (JD)
University of Notre Dame
Bachelor's degree
Samantha Kray Samantha Kray's Weltman Bernfield LLC Experience May 2013 - August 2013
Job Faculty Assistant at The Chicago School of Professional Psychology
Industry Mental Health Care
Experience
Milwaukee Secure Detention Facility August 2015 - Present
Kane County Diagnostic Center September 2014 - Present
The Chicago School of Professional Psychology July 2014 - Present
Rape Victim Advocates October 2013 - Present
The Forensic Center August 2013 - April 2014
Weltman Bernfield LLC May 2013 - August 2013
Michigan State University May 2012 - May 2013
Order of Omega April 2012 - May 2013
Noodles & Company August 2012 - April 2013
Alpha Omicron Pi December 2010 - December 2011
Skills
Psychology, Event Planning, Community Outreach, Social Media, Time Management, Public Speaking, Fundraising, Teamwork, Social Networking, Leadership, Customer Service
Education
The Chicago School of Professional Psychology 2013 — 2017
Doctor of Psychology (Psy.D.), Clinical Forensic Psychology
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Criminal Justice and Psychology
Milwaukee Secure Detention Facility August 2015 - Present
Kane County Diagnostic Center September 2014 - Present
The Chicago School of Professional Psychology July 2014 - Present
Rape Victim Advocates October 2013 - Present
The Forensic Center August 2013 - April 2014
Weltman Bernfield LLC May 2013 - August 2013
Michigan State University May 2012 - May 2013
Order of Omega April 2012 - May 2013
Noodles & Company August 2012 - April 2013
Alpha Omicron Pi December 2010 - December 2011
Skills
Psychology, Event Planning, Community Outreach, Social Media, Time Management, Public Speaking, Fundraising, Teamwork, Social Networking, Leadership, Customer Service
Education
The Chicago School of Professional Psychology 2013 — 2017
Doctor of Psychology (Psy.D.), Clinical Forensic Psychology
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Criminal Justice and Psychology
Lisa Paige's Weltman Bernfield LLC Experience February 2008 - April 2015
Job Senior Administrative Assistant at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt June 2015 - Present
Weltman Bernfield LLC February 2008 - April 2015
Source/Inc. March 2002 - February 2008
Oncall Interactive July 2000 - March 2002
Walt Denny Inc. May 1993 - July 2000
Skills
Accounts Receivable, Outlook, Accounting, Bookkeeping, Human Resources, Employee Benefits, Microsoft Excel, Microsoft Word, Employee Handbooks, General Ledger, QuickBooks, Tax Preparation, Payroll, Financial Accounting, Financial Analysis, Microsoft Office, Office Administration, Accounts Payable
Education
University of Illinois at Chicago 1986 — 1989
Marketing
Queen of Peace High School 1982 — 1986
College/University Preparatory and Advanced High School/Secondary Diploma Program
Aon Hewitt June 2015 - Present
Weltman Bernfield LLC February 2008 - April 2015
Source/Inc. March 2002 - February 2008
Oncall Interactive July 2000 - March 2002
Walt Denny Inc. May 1993 - July 2000
Skills
Accounts Receivable, Outlook, Accounting, Bookkeeping, Human Resources, Employee Benefits, Microsoft Excel, Microsoft Word, Employee Handbooks, General Ledger, QuickBooks, Tax Preparation, Payroll, Financial Accounting, Financial Analysis, Microsoft Office, Office Administration, Accounts Payable
Education
University of Illinois at Chicago 1986 — 1989
Marketing
Queen of Peace High School 1982 — 1986
College/University Preparatory and Advanced High School/Secondary Diploma Program
Emily Kuhnle's Weltman Bernfield LLC Experience January 2012 - Present
Job Administrative Assistant at Weltman Bernfield LLC
Industry Retail
Experience
Weltman Bernfield LLC January 2012 - Present
Yankee Candle Company September 2011 - January 2012
After-school Nanny October 2009 - July 2011
Education
University of Illinois at Chicago 2007 — 2011
BA, Sociology
Maine West High School 2003 — 2007
Weltman Bernfield LLC January 2012 - Present
Yankee Candle Company September 2011 - January 2012
After-school Nanny October 2009 - July 2011
Education
University of Illinois at Chicago 2007 — 2011
BA, Sociology
Maine West High School 2003 — 2007
Meghan Creed's Weltman Bernfield LLC Experience 2014 - Present
Job Staff Accountant at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC 2014 - Present
J.Crew May 2012 - December 2014
Accounting Internship Scholarship Program June 2014 - July 2014
Village of Hinsdale May 2013 - August 2013
Skills
Accounting, Number Crunching, Computers, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Finance, Financial Reporting, Financial Statements, Auditing, Financial Accounting
Education
Elmhurst College 2012 — 2014
Bachelor of Science (B.S.), Accounting
University of Iowa 2010 — 2011
Weltman Bernfield LLC 2014 - Present
J.Crew May 2012 - December 2014
Accounting Internship Scholarship Program June 2014 - July 2014
Village of Hinsdale May 2013 - August 2013
Skills
Accounting, Number Crunching, Computers, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Finance, Financial Reporting, Financial Statements, Auditing, Financial Accounting
Education
Elmhurst College 2012 — 2014
Bachelor of Science (B.S.), Accounting
University of Iowa 2010 — 2011
Aaron Katz's Weltman Bernfield LLC Experience November 2011 - July 2012
Job Search Strategist at Centro
Industry Marketing and Advertising
Experience
Centro October 2014 - Present
VivaKi August 2013 - September 2014
VivaKi August 2012 - July 2013
Weltman Bernfield LLC November 2011 - July 2012
Training the Street September 2011 - September 2011
Skills
SEM, Quantitative Analytics, Microsoft Excel, Google Adwords, Account Management, PPC, Digital Marketing, Management, Mobile Marketing, MSN AdCenter, Leadership, Kenshoo, Accounting, QuickBooks, Online Advertising, Marketing, Digital Strategy, Analytics, Advertising
Education
The University of Chicago 2014 — 2015
Professional Certificate, Integrated Marketing
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Evanston Township High School 2003 — 2007
Centro October 2014 - Present
VivaKi August 2013 - September 2014
VivaKi August 2012 - July 2013
Weltman Bernfield LLC November 2011 - July 2012
Training the Street September 2011 - September 2011
Skills
SEM, Quantitative Analytics, Microsoft Excel, Google Adwords, Account Management, PPC, Digital Marketing, Management, Mobile Marketing, MSN AdCenter, Leadership, Kenshoo, Accounting, QuickBooks, Online Advertising, Marketing, Digital Strategy, Analytics, Advertising
Education
The University of Chicago 2014 — 2015
Professional Certificate, Integrated Marketing
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Evanston Township High School 2003 — 2007
Evan Klein, CPA, MBA's Weltman Bernfield LLC Experience January 2008 - August 2011
Job Senior Accountant of Mergers & Acquisitions at Gallagher Benefit Services
Industry Accounting
Experience
Gallagher Benefit Services August 2015 - Present
Michael Silver & Company CPAs September 2012 - August 2015
PwC August 2011 - August 2012
Weltman Bernfield, LLC January 2008 - August 2011
Wiseman Leader Adler & Bolnick, LLC September 2005 - December 2007
Skills
Tax, Income Tax, Financial Reporting, Tax Preparation, Corporate Tax, Microsoft Excel, Compilation, Reviews, Auditing, Accounting, QuickBooks, Caseware, UltraTax CS, GoSystems, Microsoft Office, Creative Solutions..., ProSystem fx Tax, Peachtree, Financial Accounting, Tax Accounting, CPA, Tax Returns, Accountants, US GAAP, Partnership Taxation, Financial Analysis, Tax Research, Financial Statements, Fixed Assets, GAAP
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Masters, Business Administration (MBA)
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelors of Science - Business Administration, Finance and Real Estate
Gallagher Benefit Services August 2015 - Present
Michael Silver & Company CPAs September 2012 - August 2015
PwC August 2011 - August 2012
Weltman Bernfield, LLC January 2008 - August 2011
Wiseman Leader Adler & Bolnick, LLC September 2005 - December 2007
Skills
Tax, Income Tax, Financial Reporting, Tax Preparation, Corporate Tax, Microsoft Excel, Compilation, Reviews, Auditing, Accounting, QuickBooks, Caseware, UltraTax CS, GoSystems, Microsoft Office, Creative Solutions..., ProSystem fx Tax, Peachtree, Financial Accounting, Tax Accounting, CPA, Tax Returns, Accountants, US GAAP, Partnership Taxation, Financial Analysis, Tax Research, Financial Statements, Fixed Assets, GAAP
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Masters, Business Administration (MBA)
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelors of Science - Business Administration, Finance and Real Estate
Christine Langner's Weltman Bernfield LLC Experience November 1999 - Present
Job CPA at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC November 1999 - Present
Trustmark Insurance November 1996 - November 1999
Skills
Partnership Taxation, Personal Income Tax..., Tax Accounting, Tax, Income Tax, Corporate Tax, Sales Tax, Tax Preparation, QuickBooks, Mergers & Acquisitions, Strategic Financial..., Tax Research, Tax Returns, Accounting, Financial Reporting, Forensic Accounting, CPA, General Ledger, GAAP, Bookkeeping, Financial Statements, Auditing
Education
Roosevelt University 1991 — 1996
Weltman Bernfield LLC November 1999 - Present
Trustmark Insurance November 1996 - November 1999
Skills
Partnership Taxation, Personal Income Tax..., Tax Accounting, Tax, Income Tax, Corporate Tax, Sales Tax, Tax Preparation, QuickBooks, Mergers & Acquisitions, Strategic Financial..., Tax Research, Tax Returns, Accounting, Financial Reporting, Forensic Accounting, CPA, General Ledger, GAAP, Bookkeeping, Financial Statements, Auditing
Education
Roosevelt University 1991 — 1996
Gina Marcin CNM, L.Ac., RH AHG's Weltman Bernfield LLC Experience March 2006 - December 2009
Job Certified Nurse Midwife at PCC Wellness Center
Industry Alternative Medicine
Experience
Birth Center at PCC Wellness August 2014 - Present
selfemployed June 2004 - Present
Chicago Volunteer Doulas April 2011 - Present
Laughing Ladybug Botanicals January 2004 - Present
Comprehensive Wellness Care August 2013 - July 2014
Childbirth the Way Nature Intended, Inc. May 2013 - June 2013
University of Illinois at Chicago January 2010 - May 2013
Weltman Bernfield LLC March 2006 - December 2009
Chicago College of Healing Arts June 2002 - May 2004
Skills
Healthcare, Nursing, Pain Management, Wellness, Public Health, Alternative Medicine, Acupuncture, Prenatal Care, Healing, Herbal, Relaxation, Nutrition, Pregnancy, Herbs, Therapists, Traditional Chinese..., Herbal Remedies, Teaching, Bodywork, Public Speaking, Treatment, Chronic Illness
Education
University of Illinois at Chicago 2009 — 2013
MS, Nurse Midwifery, 4.0
Chicago College of Healing Arts 1998 — 2004
Acupuncturist; Medical Herbalist, Traditional Chinese Medicine, Western Herbalism, Acupuncture
Loyola University Chicago 1992 — 1996
Bachelor of Science, Biology, Psychology
Birth Center at PCC Wellness August 2014 - Present
selfemployed June 2004 - Present
Chicago Volunteer Doulas April 2011 - Present
Laughing Ladybug Botanicals January 2004 - Present
Comprehensive Wellness Care August 2013 - July 2014
Childbirth the Way Nature Intended, Inc. May 2013 - June 2013
University of Illinois at Chicago January 2010 - May 2013
Weltman Bernfield LLC March 2006 - December 2009
Chicago College of Healing Arts June 2002 - May 2004
Skills
Healthcare, Nursing, Pain Management, Wellness, Public Health, Alternative Medicine, Acupuncture, Prenatal Care, Healing, Herbal, Relaxation, Nutrition, Pregnancy, Herbs, Therapists, Traditional Chinese..., Herbal Remedies, Teaching, Bodywork, Public Speaking, Treatment, Chronic Illness
Education
University of Illinois at Chicago 2009 — 2013
MS, Nurse Midwifery, 4.0
Chicago College of Healing Arts 1998 — 2004
Acupuncturist; Medical Herbalist, Traditional Chinese Medicine, Western Herbalism, Acupuncture
Loyola University Chicago 1992 — 1996
Bachelor of Science, Biology, Psychology
Michael Goot, CPA's Weltman Bernfield LLC Experience September 2014 - Present
Job Senior Audit Manager at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC September 2014 - Present
McGladrey October 2012 - August 2014
McGladrey October 2010 - September 2012
McGladrey & Pullen September 2007 - September 2010
Reznick Group 2004 - 2007
Skills
GAAP, Accounting, Financial Reporting, Auditing, CPA, Internal Controls, Financial Accounting, US GAAP, Tax, Financial Analysis, Financial Statements, Internal Audit, Tax Preparation, External Audit, Assurance, General Ledger
Education
University of Illinois at Chicago 2001 — 2004
MBA/MSA, Business, Finance and Accountancy
University of Wisconsin-Madison 1997 — 2001
BS, Sociology
Weltman Bernfield LLC September 2014 - Present
McGladrey October 2012 - August 2014
McGladrey October 2010 - September 2012
McGladrey & Pullen September 2007 - September 2010
Reznick Group 2004 - 2007
Skills
GAAP, Accounting, Financial Reporting, Auditing, CPA, Internal Controls, Financial Accounting, US GAAP, Tax, Financial Analysis, Financial Statements, Internal Audit, Tax Preparation, External Audit, Assurance, General Ledger
Education
University of Illinois at Chicago 2001 — 2004
MBA/MSA, Business, Finance and Accountancy
University of Wisconsin-Madison 1997 — 2001
BS, Sociology
David McWilliams, CPA's Weltman Bernfield LLC Experience September 2011 - October 2013
Job Partner at Leavitt Siegal LLC
Industry Accounting
Experience
Leavitt Siegal LLC November 2013 - Present
Weltman Bernfield LLC September 2011 - October 2013
Peterson Sullivan LLP September 2009 - August 2011
Lipschultz, Levin & Gray July 2007 - June 2009
Skills
Tax, Financial Reporting, Accounting, Subchapter C, Subchapter J, Subchapter K, Subchapter S, Consolidated..., Multi-state taxation, PTPs, High Net Worth..., Partnership Taxation, Tax Preparation, Tax Accounting, Tax Returns, Multi-State Sales Tax, Tax Research, Income Tax, Financial Analysis, Corporate Tax, Finance, Employee Benefits
Education
Grand Valley State University 2002 — 2006
BBA, Accounting
Leavitt Siegal LLC November 2013 - Present
Weltman Bernfield LLC September 2011 - October 2013
Peterson Sullivan LLP September 2009 - August 2011
Lipschultz, Levin & Gray July 2007 - June 2009
Skills
Tax, Financial Reporting, Accounting, Subchapter C, Subchapter J, Subchapter K, Subchapter S, Consolidated..., Multi-state taxation, PTPs, High Net Worth..., Partnership Taxation, Tax Preparation, Tax Accounting, Tax Returns, Multi-State Sales Tax, Tax Research, Income Tax, Financial Analysis, Corporate Tax, Finance, Employee Benefits
Education
Grand Valley State University 2002 — 2006
BBA, Accounting
Laurie Feldman's Weltman Bernfield LLC Experience January 2011 - Present
Job Specialized in NFP and Employee Benefit Plans
Industry Accounting
Experience
Weltman Bernfield LLC January 2011 - Present
American Society of Anesthesiologists December 2009 - January 2011
Mann Weitz & Associates 2005 - January 2010
Discover Financial Services 1990 - 2004
Marshall Field's 1986 - 1990
Laventhal & Horwath 1984 - 1986
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting
Education
University of Wisconsin-Madison - School of Business 1982 — 1984
BBA, Accounting and Information Systems
Tulane University 1980 — 1982
Weltman Bernfield LLC January 2011 - Present
American Society of Anesthesiologists December 2009 - January 2011
Mann Weitz & Associates 2005 - January 2010
Discover Financial Services 1990 - 2004
Marshall Field's 1986 - 1990
Laventhal & Horwath 1984 - 1986
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting
Education
University of Wisconsin-Madison - School of Business 1982 — 1984
BBA, Accounting and Information Systems
Tulane University 1980 — 1982
Robert J. Lopez's Weltman Bernfield LLC Experience February 2009 - Present
Job Audit Supervisor at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC February 2009 - Present
Weltman Bernfield 2009 - 2012
RSM McGladrey February 1998 - December 2008
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Tax Returns, Financial Analysis, Financial Reporting, GAAP, Accounting, Auditing, Financial Accounting
Education
Brother Rice High School
Brother Rice High School
Brother Rice High School
Saint Xavier University
Bachelor's degree, Accounting and Business/Management
Worth Elementary and Worth Jr High
Worth Elementary and Worth Jr High
Weltman Bernfield LLC February 2009 - Present
Weltman Bernfield 2009 - 2012
RSM McGladrey February 1998 - December 2008
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Tax Returns, Financial Analysis, Financial Reporting, GAAP, Accounting, Auditing, Financial Accounting
Education
Brother Rice High School
Brother Rice High School
Brother Rice High School
Saint Xavier University
Bachelor's degree, Accounting and Business/Management
Worth Elementary and Worth Jr High
Worth Elementary and Worth Jr High
Jack M. Katz, CPA's Weltman Bernfield LLC Experience January 2008 - Present
Job Member at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC January 2008 - Present
Weltman Katz Mikell and Nechtow Ltd July 1981 - December 2007
Skills
Tax, Partnership Taxation, Federal and State..., Foreign corporations..., Not for Profit taxation..., Tax Accounting, Mergers & Acquisitions, Tax Preparation, Auditing, Accounting, Income Tax, Management Consulting, Corporate Tax, Microsoft Excel, QuickBooks, Small Business, Estate Planning, Employee Benefits, Financial Analysis, Tax Returns, Nonprofits, Financial Reporting, Accountants, Forensic Accounting, Tax Research, Sales Tax, Bookkeeping, Financial Accounting, General Ledger
Education
University of Illinois at Urbana-Champaign 1972 — 1974
Bachelor of Science (B.S.), Accounting
University of Illinois at Urbana-Champaign - College of Business 1970 — 1974
B S, Accountancy
Weltman Bernfield LLC January 2008 - Present
Weltman Katz Mikell and Nechtow Ltd July 1981 - December 2007
Skills
Tax, Partnership Taxation, Federal and State..., Foreign corporations..., Not for Profit taxation..., Tax Accounting, Mergers & Acquisitions, Tax Preparation, Auditing, Accounting, Income Tax, Management Consulting, Corporate Tax, Microsoft Excel, QuickBooks, Small Business, Estate Planning, Employee Benefits, Financial Analysis, Tax Returns, Nonprofits, Financial Reporting, Accountants, Forensic Accounting, Tax Research, Sales Tax, Bookkeeping, Financial Accounting, General Ledger
Education
University of Illinois at Urbana-Champaign 1972 — 1974
Bachelor of Science (B.S.), Accounting
University of Illinois at Urbana-Champaign - College of Business 1970 — 1974
B S, Accountancy
Nickolas Pierce, CPA's Weltman Bernfield LLC Experience July 2008 - August 2009
Job Associate Account Executive at Mutual of America
Industry Banking
Experience
Mutual of America January 2014 - Present
Pierce Financial Services June 2012 - Present
US Bank December 2011 - March 2013
UW-Whitewater April 2010 - December 2011
Klismith Accounting & Tax Group, S.C. August 2009 - April 2010
Weltman Bernfield LLC July 2008 - August 2009
US Bank April 2007 - July 2008
US Bank 2006 - 2007
Chase 2004 - 2006
Catholic Knights 2001 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Finance, Tax, Budgets, Accounts Receivable, Financial Modeling, QuickBooks, Microsoft Excel, Customer Service, General Ledger, Cash Management, Auditing, Financial Accounting, Credit Analysis, Microsoft Word, Banking, PowerPoint, Corporate Tax, Credit, Financial Statements, Treasury Management, Financial Planning
Education
Carthage College 2007 — 2008
Second Major, Accounting
Marquette University 1999 — 2001
B.S., Finance
Ripon College
Mutual of America January 2014 - Present
Pierce Financial Services June 2012 - Present
US Bank December 2011 - March 2013
UW-Whitewater April 2010 - December 2011
Klismith Accounting & Tax Group, S.C. August 2009 - April 2010
Weltman Bernfield LLC July 2008 - August 2009
US Bank April 2007 - July 2008
US Bank 2006 - 2007
Chase 2004 - 2006
Catholic Knights 2001 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Finance, Tax, Budgets, Accounts Receivable, Financial Modeling, QuickBooks, Microsoft Excel, Customer Service, General Ledger, Cash Management, Auditing, Financial Accounting, Credit Analysis, Microsoft Word, Banking, PowerPoint, Corporate Tax, Credit, Financial Statements, Treasury Management, Financial Planning
Education
Carthage College 2007 — 2008
Second Major, Accounting
Marquette University 1999 — 2001
B.S., Finance
Ripon College
James Belmont's Weltman Bernfield LLC Experience May 2006 - Present
Job Wealth Management Consultant at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC May 2006 - Present
U.S. Bank Private Client Group September 1995 - February 2006
Education
Loyola University Chicago 1964 — 1983
BBA, Accounting and Finance
Weltman Bernfield LLC May 2006 - Present
U.S. Bank Private Client Group September 1995 - February 2006
Education
Loyola University Chicago 1964 — 1983
BBA, Accounting and Finance
Dean Heidloff's Weltman Bernfield LLC Experience January 2009 - Present
Job Partner at Weltman Bernfield LLC
Industry Construction
Experience
Kiefer Specialty Flooring January 2009 - Present
Weltman Bernfield LLC January 2009 - Present
Lebda Heidlff Wonak & Co July 1997 - January 2009
Skills
Strategic Planning, New Business Development, Financial Analysis, Budgets, Contract Negotiation, Financial Reporting, Financial Accounting, Information Technology, Human Resources, Project Management, Mergers & Acquisitions, Finance, Accounting
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Certified Public Accountant
Illinois State University 1997 — 2001
Bachelor's degree, Accounting and Business/Management
Kiefer Specialty Flooring January 2009 - Present
Weltman Bernfield LLC January 2009 - Present
Lebda Heidlff Wonak & Co July 1997 - January 2009
Skills
Strategic Planning, New Business Development, Financial Analysis, Budgets, Contract Negotiation, Financial Reporting, Financial Accounting, Information Technology, Human Resources, Project Management, Mergers & Acquisitions, Finance, Accounting
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Certified Public Accountant
Illinois State University 1997 — 2001
Bachelor's degree, Accounting and Business/Management
Brett Glody's Weltman Bernfield LLC Experience January 2015 - Present
Job Staff Accountant at Weltman Bernfield LLC
Industry Accounting
Experience
Weltman Bernfield LLC January 2015 - Present
Northern Illinois University August 2012 - Present
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
Skills
QuickBooks, Accounting, Tax, Financial Accounting, Financial Reporting, Microsoft Word, Time Management, Auditing, Peachtree, Microsoft Excel, Access, Bookkeeping, Teamwork, PowerPoint
Education
Northern Illinois University 2012 — 2014
Accountancy
Northern Illinois University - Accountancy 2012 — 2014
Bachelor of Science (B.S.), Accountancy
Weltman Bernfield LLC January 2015 - Present
Northern Illinois University August 2012 - Present
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
Skills
QuickBooks, Accounting, Tax, Financial Accounting, Financial Reporting, Microsoft Word, Time Management, Auditing, Peachtree, Microsoft Excel, Access, Bookkeeping, Teamwork, PowerPoint
Education
Northern Illinois University 2012 — 2014
Accountancy
Northern Illinois University - Accountancy 2012 — 2014
Bachelor of Science (B.S.), Accountancy
Lou Adler's Weltman Bernfield LLC Experience January 2000 - Present
Job
Industry Accounting
Experience
WELTMAN BERNFIELD, LLC January 2000 - Present
LOUIS ADLER & ASSOCIATES, PC January 1969 - December 2000
CHICAGO, IL February 1961 - January 1969
Skills
Microsoft Excel, Customer Service, Microsoft Office, Bookkeeping, Accounts Receivable, Payroll, Tax Accounting, Financial Accounting, Tax Returns
Education
DePaul University 1963 — 1964
N/A, Accounting
UNIV OF ILLINOIS & ROOSEVELT UNIV 1960 — 1961
BSBA, Accounting and Related Services
WELTMAN BERNFIELD, LLC January 2000 - Present
LOUIS ADLER & ASSOCIATES, PC January 1969 - December 2000
CHICAGO, IL February 1961 - January 1969
Skills
Microsoft Excel, Customer Service, Microsoft Office, Bookkeeping, Accounts Receivable, Payroll, Tax Accounting, Financial Accounting, Tax Returns
Education
DePaul University 1963 — 1964
N/A, Accounting
UNIV OF ILLINOIS & ROOSEVELT UNIV 1960 — 1961
BSBA, Accounting and Related Services
Daniel Verastegui's Weltman Bernfield LLC Experience January 2014 - April 2014
Job Tax Accountant at CDH, PC
Industry Accounting