Wolf & Company LLP
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Wolf & Company LLP Employees
Wells Fargo Insurance Services April 2005 - Present
GATX October 2000 - April 2005
Wolf & Company LLP May 1996 - October 2000
Skills
Financial Analysis, Underwriting, Strategic Financial..., Insurance, Financial Reporting, Financial Modeling, Accounting, Risk Management, Financial Services, Banking, Hyperion Enterprise, Treasury Management, Mergers & Acquisitions, Internal Controls, Financial Planning, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 1991 — 1996
Bachelor of Science (B.S.), Accounting
Wozniak Industries Inc. August 2011 - Present
Wolf & Company LLP December 2004 - August 2011
Arthur J. Gallagher & Co. May 2002 - December 2004
Blackman Kallick November 2000 - May 2002
Corbett Lueckhoff & Company LLC June 1998 - November 2000
Skills
GAAP, Financial Reporting, Internal Controls, Accounting, Auditing, Financial Accounting, Tax, Financial Statements, Financial Analysis, Accounts Payable, External Audit, QuickBooks, Accounts Receivable, Corporate Tax, General Ledger, Income Tax
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Governors State University 1996 — 1998
BS, Accounting
Moraine Valley Community College 1993 — 1996
Associate of Science in Accounting, Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP January 2006 - October 2014
G&Q Interiors, Inc. January 2003 - December 2005
G.M. Quinn & Associates November 2001 - November 2002
JPM Industries 1985 - 1988
JPM Industries 1985 - 1988
Skills
GAAP, Payroll Taxes, Financial Reporting, Financial Accounting, Customer Service, Healthcare Consulting, QuickBooks, Management Accounting, Tax, Income Tax, Tax Preparation, Sales Tax, Accounting, Corporate Tax
Education
Governors State University 2004 — 2005
B.A., Accounting
Legacy Professionals LLP September 2011 - Present
Wolf & Company, LLP January 2008 - July 2009
Simpson Estates, Inc. July 1991 - December 2007
Skills
Tax Preparation, Financial Statements, Tax, Forecasting, Tax Research, Accounting, Financial Reporting, Budgets, Trusts, Estate Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MST, Taxation
College for Financial Planning 1994 — 2001
MS, Financial Services
St. Ambrose University 1984 — 1986
MBA, Business Administration
University of Northern Iowa 1978 — 1982
BA, Accounting
Pleasant Valley High School
Illinois (UIUC) College of Business April 2013 - Present
EY January 2014 - March 2014
UIUC: Coursera Microeconomics Principles January 2013 - January 2014
Illinois (UIUC) Department of Economics August 2013 - December 2013
Wolf & Company LLP May 2013 - August 2013
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Training, Research, Marketing, Management, Accounting, Editing
Education
University of Illinois at Urbana-Champaign 2011 — 2014
Bachelor of Science (B.S.), Accountancy, Junior
BKD, LLP November 2014 - Present
Wolf & Company LLP July 1992 - October 2014
Clifton Gunderson LLP January 1989 - May 1991
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Business Analysis, Strategic Planning, Process Improvement, Budgets, CPA, Small Business, Corporate Tax
Education
Northern Illinois University 1967 — 1970
Bachelor's degree, Accounting
Advantage Sales & Marketing November 2014 - Present
Wolf & Company LLP May 2013 - April 2014
Lord & Taylor July 2012 - November 2013
Sears Holdings Corporation October 2011 - February 2013
Skills
Retail, Merchandising, Visual Merchandising, Store Management, Retail Sales, Loss Prevention, Inventory Management, Customer Service, Sales, Cashiering, Fashion, Time Management, Microsoft Excel, Inventory Control, Apparel, PowerPoint, Microsoft Word, Trend Analysis, Store Operations, Microsoft Office, Tax Preparation, Tax Returns, Income Tax, Tax Accounting, Tax
Education
DePaul University 2011 — 2014
Wight & Company April 2013 - Present
Wolf & Company LLP December 2009 - April 2013
Wolf & Co. December 2009 - December 2011
BDO Seidman, LLP October 2007 - November 2008
Motorola 2006 - 2006
US Army September 1999 - September 2002
Skills
Audit, Accounting, Accounts Payable, Accounts Receivable, Inventory Management, Construction Accounting, Non-profits, Hospitality, Single Audit, Financial Accounting, Compliance Audits, Compilation, Review, Quality Auditing, Auditing, Internal Controls, Financial Statements, Internal Audit, Financial Reporting, GAAP, CPA, US GAAP, External Audit, Compliance, General Ledger
Education
Northern Illinois University 2004 — 2007
MAS, Accounting
Northern Illinois University 2004 — 2007
MAS, Accounting
Downers Grove South HS 1994 — 1999
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP January 2014 - October 2014
Wolf & Company LLP May 2013 - December 2013
Friedman & Huey Associates, LLP February 2013 - April 2013
Heitman May 2011 - February 2013
Skills
Accounting, Tax, Tax Preparation, Microsoft Office, Corporate Tax, Tax Research, Financial Accounting, Partnership Taxation, ProSystem fx Tax, Business Communications, Personal Income Tax..., Access, Concur, Microsoft Dynamics SL, ADP Payroll, Team Leadership, Technical Writing, Non-profit Tax, State Tax, Sales Tax, Trust Taxation, Fixed Assets, SALT, Multi-State Sales Tax, Multi-state tax returns, Voluntary Disclosure, Reverse Sales Tax Audits, State and Local Tax, Microsoft Excel, Payroll, Accounts Payable, Financial Analysis
Education
University of Illinois at Chicago 2013 — 2013
Master of Science, Accounting, 3.75/4.00
University of Illinois at Chicago 2011 — 2012
Bachelor of Science (B.S.), Accounting, 3.75/4.00
Deloitte September 2014 - Present
ITW January 2014 - August 2014
ITW June 2012 - December 2013
Wolf & Company LLP March 2012 - April 2012
Timberlyn Lighting Mgmt. Inc. May 2006 - August 2011
Skills
Accounting, Corporate Tax, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, QuickBooks, Tax, US GAAP, Warehousing, Account Reconciliation, Income Tax
Education
Elmhurst College 2013 — 2014
Master's degree, Accounting
Elmhurst College 2009 — 2013
Bachelor's degree, Accounting
Couplings Company, Inc. October 2014 - Present
Wolf & Company LLP July 2013 - September 2014
InterBank Mortgage Company February 2013 - June 2013
Mariano's July 2012 - January 2013
Menards May 2012 - October 2012
Lewis University September 2009 - May 2012
Lewis University August 2008 - May 2012
Beth Tikvah Congregation June 2004 - August 2010
Skills
Access, Microsoft Excel, Wordpress, PowerPoint, Microsoft Word, Mac OS, Windows Vista, Mac OS X, Microsoft Office, Computer Hardware, Event Planning, InDesign, XP, Time Management, OS X, Sales, Customer Service, Windows 7, Management, Teamwork, Adobe Photoshop..., Adobe InDesign CS5.5, Adobe Acrobat X Standard, Marketing, Social Media, Social Media Marketing, Leadership
Education
Lewis University 2008 — 2012
Bachelors, Business Administration
BKD CPAs & Advisors November 2014 - Present
Easter Seals DuPage and the Fox Valley Region March 2013 - Present
Wolf & Company LLP August 2000 - October 2014
Skills
Auditing, Internal Controls, Financial Reporting, Income Tax, GAAP, Accounting, Financial Accounting, Tax, External Audit, Corporate Tax, Financial Statements, Tax Preparation, Financial Analysis, CPA
Education
Illinois State University
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP December 2011 - Present
Eder, Casella & Co. May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Excel, Word, Accounting, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Financial Accounting, Time Management, Account Reconciliation, Financial Audits, Financial Risk, External Audit, Audit Reports, US GAAP, GAAP Standards, Internal Control..., Internal Controls
Education
Illinois State University 2010 — 2011
Master's degree, Accounting
Illinois State University 2006 — 2011
Master’s Degree, Accountancy
Illinois State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Hyatt Hotels Corporation April 2015 - Present
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP January 2014 - November 2014
Skills
Risk Management, Microsoft Excel, Leadership, Management, Customer Service, Sales, Auditing, Microsoft Office, Public Speaking, Social Networking, Financial Reporting, Accounting, Financial Analysis, Marketing, PowerPoint, Training
Education
Eastern Illinois University 2009 — 2013
Bachelor of Science (BS), Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP January 2005 - November 2014
Skills
Construction Accounting, Audits of Employee..., Financial Reporting, Financial Accounting, GAAP, Auditing
Education
Northern Illinois University 2000 — 2004
Master of Accounting Science, Accounting
Huron Consulting Group August 2014 - Present
Wolf & Company LLP February 2014 - May 2014
Federal Reserve Bank of Chicago June 2012 - August 2012
Cohen Fund Audit Services December 2011 - May 2012
Marquette University Recreation Center August 2008 - September 2011
Hinsdale Golf Club May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Auditing, Internal Controls, Accounting, Financial Analysis, Internal Audit, Sarbanes-Oxley Act
Education
Marquette University 2008 — 2013
Bachelor of Science, Accounting and Finance
CohnReznick LLP March 2015 - Present
CohnReznick LLP January 2015 - March 2015
DeKalb Park District March 2014 - October 2014
Wolf & Company LLP January 2014 - March 2014
Fatty's Pub & Grille November 2009 - January 2014
Delta Gamma December 2011 - December 2012
The National Bank & Trust Company June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Asset Managment, Bookkeeping, Recruiting, Customer Service, General Ledger, Business Development, Leadership, Problem Solving, Critical Thinking, Innovation, Social Media, Highly self-motivated, Organization, Loyal, Highly detail oriented, Work Well Independently, Accounting, Teamwork, Time Management, Access, Financial Analysis, Microsoft Office, Auditing, Financial Reporting, Payroll, Accounts Payable, Budgets, Customer Satisfaction, QuickBooks, Data Entry, Account Reconciliation, Close Attention to..., Management, Social Networking, Financial Accounting, Analysis, Strategic Planning, Accounts Receivable, Account Management, GAAP, Data Analysis, Adaptability, Determination to Succeed, Point of Sale Software, Peachtree, Architecture, Horticulture
Education
Northern Illinois University 2009 — 2014
Bachelor's Degree, Accounting
Wolf & Company LLP April 2000 - Present
Skills
QuickBooks ProAdvisor, GAAP, Budgets, Payroll Taxes, Financial Reporting, Accounting
Education
Southern Illinois University, Edwardsville
Bachelor's degree
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP September 1981 - October 2014
Wolf & Company LLP 1981 - 2012
Skills
Tax, Sales & Use Tax, Income Tax, Tax Research, US Tax, State Tax, Tax Law, Corporate Tax, Sales Tax, Use Tax, Multi-State Sales Tax, Tax Returns, Estate Tax Planning, Franchise Tax, Tax Preparation, State Tax Planning, Partnership Taxation, S Corporations, General Ledger, Gift Tax, GAAP, Transfer Pricing, International Tax, Tax Accounting, SEC filings, Audits of Employee..., Fixed Assets, Auditing, QuickBooks, Accounting, CPA, Government Accounting, Payroll Taxes, LLC, Financial Planners, Tax Advisory, IRS, US GAAP, Financial Statements, Multi-State Management, Multi-state tax returns, Instruction
Education
DePaul University
MST and BSC, Taxation and Accounting
Campion Jesuit HS 1961 — 1965
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP July 2014 - October 2014
Wolf and Company January 2014 - March 2014
College of DuPage September 2011 - August 2013
Habitat for Humanity Chicago South Suburbs September 2010 - July 2011
Prairie State Legal Services Inc. October 2009 - December 2009
Education
Northern Illinois University 2012 — 2014
Leadership Masters of Accounting Science, Accounting, 3.5
Illinois State University 2007 — 2009
Bachelor of Science, Politics and Government
University of Iowa 2005 — 2007
Sirva, Inc. December 2012 - Present
Wolf & Company LLP September 2007 - December 2012
Sikich, LLP (formally MBK&K) June 2006 - August 2006
Skills
Auditing, GAAP, Internal Controls, Financial Reporting, Financial Accounting, Accounting, External Audit, Tax, Financial Statements, QuickBooks, US GAAP, Internal Audit, Revenue Recognition, Tax Preparation
Education
Northern Illinois University 2006 — 2008
Master of Accounting Science, Taxation
Northern Illinois University 2004 — 2006
Bachelor of Science, Accounting
Anselmo Lindberg Oliver LLC March 2015 - Present
BKD CPAs & Advisors November 2014 - March 2015
Wolf & Company LLP June 2006 - November 2014
Skills
Audit, Internal Controls, Financial Reporting, Accounting, Financial Statements, Auditing, External Audit, CPA, Financial Accounting, GAAP, Tax, US GAAP, Income Tax
Education
Northern Illinois University - College of Business 2005 — 2006
Masters, Business Administration
Northern Illinois University 2001 — 2005
Bachelor of Science, Accountancy
Accenture March 2011 - Present
Novaspect January 2010 - March 2011
Novaspect December 2005 - January 2010
Novaspect December 2004 - December 2005
Wolf & Company LLP December 2003 - December 2004
International Paper September 2001 - December 2003
Skills
Business Process..., Acquisition Integration, Shared Services, Finance Transformation, Integration, Business Transformation, Organizational Design, Business Process..., Management Consulting, Business Analysis, Business Process Design, Process Improvement, Financial Analysis, Business Case, Benchmarking, Operating Models, Financial Reporting, Change Management, Shareholder Value, Talent Management, Workshop Facilitation, Program Facilitation, Operations Management, Order to Cash, Record to Report, Procure-to-Pay, SG&A, Supply Chain Operations, Sales Operations, Project Management, Corporate FP&A, Business Requirements, Client Relations Skills, Business Acumen, Problem Solving, Leadership Development, Restructuring, Program Management, Metrics, Strategic Planning
Education
DePaul University 2010 — 2013
M.B.A., Finance Strategy, Execution, and Valuation
DePaul University 2001 — 2004
Accounting Studies Program, Accounting
Bradley University 1997 — 2001
Bachelor of Science, Finance
Providence Catholic
Ebates September 2014 - Present
Wolf & Company LLP September 2012 - May 2014
CliftonLarsonAllen February 2012 - April 2012
CondoCPA January 2011 - January 2012
Vera Bradley January 2010 - August 2011
Forum Tax & Accounting LLC May 2008 - August 2010
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Tax, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Customer Service, Organization, Time Management, Accounts Receivable, Financial Accounting
Education
Elmhurst College 2008 — 2012
Bachelor of Science (BS), Accounting
Colanne's Accounting & Tax Services, LLC December 1997 - Present
MTH Tool Company December 1992 - December 1997
Wolf & Company LLP February 1987 - December 1992
Skills
QuickBooks Accounting..., Corporate Tax..., Partnership Tax..., Individual Tax..., Tax Preparation, Partnership Taxation, QuickBooks, Accounting, Payroll Taxes, Payroll, Corporate Tax, Tax, Microsoft Excel, Financial Statements, Tax Returns, Sales Tax, Bookkeeping
Education
Aurora University 1983 — 1991
Bachelors, Accounting Major; Psychology Minor
Yorkville High School
Wolf & Company LLP August 2012 - January 2014
Notre Dame Legal Aid Clinic August 2011 - March 2012
Chico & Nunes, P.C. June 2010 - July 2010
First Advantage Title, Inc. December 2006 - November 2009
Skills
Tax, Tax Law, New Business Development, Business Planning
Education
University of Notre Dame Law School 2009 — 2012
College of DuPage 2011 — 2011
Accounting
DePaul University 2003 — 2007
B.S., Finance
University of Notre Dame
BKD CPAs & Advisors November 2014 - Present
PKF Chicago LLC January 2008 - October 2014
Wolf & Company LLP September 2001 - October 2014
Hutton Nelson & McDonald LLP June 1980 - September 2001
Skills
Accounting, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, Financial Statements, IFRS, Internal Controls, Sarbanes-Oxley Act, Tax, US GAAP
Education
Illinois State University 1976 — 1980
BS, Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company, LLP August 2008 - November 2014
Crowe Chizek January 2005 - August 2008
PTW & Co February 1996 - January 2005
Skills
Government Accounting, Not for Profit, Accounting, Auditing, Internal Controls
Education
University of Illinois at Chicago 1994 — 1996
BS, Accounting
McGladrey June 2014 - Present
Wipfli LLP October 2013 - June 2014
Deloitte July 2011 - October 2013
Deloitte December 2011 - August 2012
Hilander Foods/Kroger January 2005 - April 2011
Wolf & Company LLP June 2010 - August 2010
Lindstrom, Sorenson & Associates 2001 - 2003
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, GAAP, Tax Accounting, Corporate Tax, Tax, US GAAP, Financial Statements, CPA, Income Tax
Education
Northern Illinois University 2009 — 2010
Bachelor of Science, Accountancy
Rock Valley College 2007 — 2008
Associate of Arts, Accountancy
Baker Tilly Virchow Krause, LLP October 2007 - Present
Deloitte 2002 - 2007
Arthur Andersen 1999 - 2002
McGladrey (predecessor organizations) 1996 - 1999
Wolf & Company LLP 1993 - 1996
Northern Trust 1988 - 1993
Skills
Tax, Due Diligence, Private Equity, Mergers, Strategy, Cash Flow, Tax Accounting, Venture Capital, Restructuring, Start-ups, Finance, SEC filings, Accounting, Financial Analysis, Financial Reporting, Corporate Tax, CPA, Internal Controls
Education
DePaul University 1995 — 1997
Master of Science in Taxation, Taxation, business
DePaul University 1988 — 1992
Bachelor of Science, Accounting
Grant Thornton LLP January 2014 - Present
Grant Thornton LLP January 2013 - March 2013
Park Hills Carwash March 2006 - January 2013
Wolf & Company LLP May 2012 - August 2012
Sikich January 2012 - April 2012
Skills
Auditing, Tax, Financial Statements, Accounting, Management, Corporate Communications, Strategic Financial..., Financial Reporting, Leadership, Partnership Taxation, GAAP, Microsoft Excel, Microsoft Office, Financial Accounting, Financial Analysis, Microsoft Word, Access, PowerPoint, QuickBooks, Time Management, Income Tax
Education
Northern Illinois University 2012 — 2013
Master of Accounting Science (Leadership), Accounting, Graduate Student
Northern Illinois University - College of Business 2010 — 2012
Bachelor of Science in Accounting, Accounting
Moraine Valley Community College 2008 — 2010
Associate of Science in Business, Business/Commerce, General
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP November 2011 - November 2014
Clark, Schaefer, Hackett & Co. May 2011 - November 2011
Clark, Schaefer, Hackett & Co. May 2009 - May 2011
Skills
Financial Accounting, Audits of Employee..., Financial Audits, Financial Reporting
Education
University of Dayton 2004 — 2009
BA, MBA, Accounting
Wolf & Company LLP August 2000 - Present
PKF Chicago LLC August 2000 - Present
BKD CPAs & Advisors August 2000 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BA, Accounting
Pearson North America August 2013 - Present
Presbyterian United Church of Christ September 2012 - May 2013
Preferred Meal Systems March 2009 - September 2011
EPCOR March 2008 - January 2009
Shurgard Storage 2005 - 2006
Wolf & Company LLP 2004 - 2005
Tandem Staffing January 2000 - September 2004
Liggett Vector Brands 2002 - 2004
Skills
Excel, Outlook, Word, Access, PowerPoint, Accounting, Customer Relations, Microsoft Office, Budgeting, Customer Service, SharePoint, Payroll, Event Planning, Visio, Administrative Support, Documentation, Event Management, Payroll Processing, Accounts Receivable, Scheduling, Billing, Process Improvement, Microsoft Excel, Recruiting, Microsoft Word, Management, Administrative...
Education
College of DuPage
DRW Trading Group November 2014 - Present
Wolf & Company LLP September 2013 - November 2014
Best Buy October 2009 - September 2013
Wolf & Company LLP January 2013 - March 2013
NIU University Bookstore June 2012 - December 2012
Skills
Time Management, Accounting, Auditing, Customer Service, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Accounts Receivable, Microsoft Office, Team Leadership, Data Entry, Teamwork, Payroll, Access, Management, Financial Reporting, Close Attention to..., Sales, Internal Controls, Customer Satisfaction, Retail, Telephone Skills, Facebook, Highly detail oriented, Peachtree, Cashiering, Selling, Account Reconciliation, Variance Analysis, 990 Tax Preparation, Cash Disbursement..., Recruiting, Team-oriented, Bank Reconciliation, Public Speaking, Fixed Assets, Single Audit, Government Auditing, Engagement Audit..., ProSystem Fx Tax..., XCM, Great Plains
Education
Northern Illinois University - College of Business 2011 — 2013
Bachelor of Science (B.S.), Accountancy
McHenry County College 2009 — 2011
Associate of Science (A.S.), Business
BKD CPAs & Advisors July 2008 - Present
Wolf & Company, LLP July 2008 - October 2014
Lutheran Social Services of Illinois March 2007 - July 2008
Stenograph August 2005 - March 2007
Lutheran Social Services of Illinois July 2000 - August 2005
Skills
Networking, Active Directory, Windows 7, Technical Support, Remote Desktop, Hardware, Windows Server, Microsoft Office, Computer Hardware, Information Technology, Customer Service, Microsoft Exchange, Operating Systems, Windows XP Pro, Laptops, Windows, Windows Vista, Help Desk Support, Payroll, iPhone Support, Linux Desktop, Ghost Imaging, Kronos Timekeeping, Cisco VPN, Terminal Server, Wireless Networking, iPad, Microsoft Windows 98, DOS commands, ProSystem fx Tax, CCH ProSystem fx, Avaya, Computer Software..., XenClient, Executive..., Windows Mobile, Sales, Typing 65 wpm, Computer Networking, Stenograph Case Catalyst, Stenograph Writers, Employee Enrichment, Minolta Copiers, Desktop Support, Internet, Pagescope Administrator, Inventory Management, Windows 8, SCCM, Windows XP
Education
Oakton Community College 2002 — 2004
Computer Office Technology and Networking
ASPE, inc. 2009 — 2009
Certificate in Administrating & Supporting Windows 7, Information Technology
Maine East High School 1993 — 1997
PwC June 2015 - August 2015
Quinlan School of Business, Loyola University Chicago October 2014 - June 2015
Wolf & Company LLP April 2014 - August 2014
Wolf & Company LLP February 2014 - April 2014
PwC November 2013 - February 2014
Skills
Accounting, Teamwork, Microsoft Excel, Time Management, Customer Service, Communication, Tax Preparation, Tax Returns, Tax, Income Tax, Individual Tax, Tax Accounting, Team Leadership, Microsoft Office, Networking, Research, Academic Research
Education
Loyola University Chicago 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and International Business, GPA: 3.6
Loyola University Chicago John Felice Rome Center 2013 — 2013
Bachelor of Business Administration (BBA), Accounting and International Business, Sophomore
Lincoln-Way Central High School 2007 — 2011
High-School Diploma
BKD Wealth Advisors November 2014 - Present
Wolf & Company LLP May 2014 - November 2014
Hunter Benefits Consulting Group, Inc. March 2010 - April 2014
John Hancock Retirement Services August 2003 - March 2010
John Hancock USA (aka Manulife Financial) 2003 - March 2010
State Street Research May 2001 - October 2002
Scudder Investments November 1996 - April 2000
H.D. Vest Financial Services April 1996 - September 1999
Skills
Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, ERISA, Retirement Plan..., Investments, Valuation, Marketing, Insurance, Life Insurance, Morningstar, Wealth Management, Series 7, Disability Insurance, 401k
Education
Benedictine University 2009 — 2012
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.)
Imperial Crane Services, Inc. March 2015 - Present
BKD CPAs & Advisors November 2014 - February 2015
Wolf & Company LLP January 2008 - October 2014
Wolf & Company LLP June 2000 - January 2008
Skills
Account Management, Budgets, Business Development, Business Strategy, Customer Service, Event Planning, Leadership, Marketing Communications, Marketing Strategy, Microsoft Excel, New Business Development, Sales, Social Media Marketing, Strategic Planning, Advertising, Email Marketing, Direct Marketing, Integrated Marketing, Lead Generation, Marketing, Social Media, Nonprofits, Social Networking
Education
Elmhurst College 1996 — 2000
Communications
Mother McAuley Liberal Arts High School
Graff, Ballauer & Blanski, P.C. July 2014 - Present
Wolf & Company LLP January 2013 - April 2014
EC Ortiz May 2011 - August 2011
EC Ortiz May 2010 - August 2010
KPMG, LLP June 2008 - August 2008
Law Offices of Vickie Pasley March 2007 - May 2007
Skills
QuickBooks, Research, Communication, Organization, Microsoft Office, Close Attention to..., Analysis, Problem Solving, Report Writing, Compliance, Proofreading, Multi Tasking, Teamwork, Compliance Testing, Critical Thinking, Documentation, Auditing, Collaboration, Meet Deadlines, Text Editing, Spanish, High Level Of Accuracy, Efficiency, Learning New Software, Audit Software, Writing
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2012
Master of Science (MS), Accounting
Loyola University of Chicago 2009 — 2011
Bachelor of Business Adminstration in Accounting, Accounting Major, English Minor
Illinois Mathematics & Science Academy 2003 — 2006
High School Diploma, HS Diploma
Deloitte November 2014 - September 2015
Wolf & Company LLP July 2013 - October 2014
KPMG August 2011 - July 2013
KPMG January 2011 - April 2011
Pells Brokerage Inc. April 2010 - December 2010
Ladder Up/TAP, VITA January 2010 - March 2010
Skills
International Tax, Global Mobility, Income Tax, Tax, Tax Research, CPA, Expatriate Tax, Tax Advisory, Big 4, Tax Returns, GoSystems, International Tax..., Tax Law, Personal Tax Planning, Corporate Tax Planning
Education
Augustana College 2007 — 2011
Bachelor of Arts, Accounting; Business Finance; Philosophy
Oakton Community College 2010 — 2010
150 Credit Hours (IL CPA), Accounting
KPMG US December 2014 - Present
Wolf & Company LLP January 2013 - December 2014
Wolf & Co, LLP January 2012 - March 2012
Preferred Capital Funding July 2011 - August 2011
Victoria's Secret June 2009 - May 2011
Zano's Salon and Day Spa March 2006 - January 2007
Skills
Microsoft Excel, Leadership, Recruiting, Sales, Social Networking, QuickBooks, Customer Service, Merchandising, Microsoft Office, Sales Operations, Training, Accounting, PowerPoint, Microsoft Word, Auditing
Education
Northern Illinois University - College of Business 2008 — 2012
Bachlor of Science, Accounting
McGladrey August 2015 - Present
Illinois State University August 2014 - Present
Wolf & Company LLP May 2014 - August 2014
McGladrey January 2014 - May 2014
Campus Dining Services January 2012 - December 2013
TNR Staffing June 2012 - August 2012
jewel-osco June 2009 - November 2009
Skills
Organization, Leadership, Highly Ambitious, Loyal, Time-efficient, Positive Can-do Attitude, Customer Service, Determination, PowerPoint, Microsoft Word, Great communications...
Education
Illinois State University 2010 — 2015
Bachelor of Science (B.S.)/ Master in Professional Accountancy, Accounting
Illinois State University 2010 — 2015
Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP December 2010 - October 2014
Bowman & Company January 2004 - November 2010
Skills
Accounting, Income Tax, Corporate Tax, Auditing, Tax Preparation, Estate Planning, High Net Worth..., Tax, International Tax, Tax Research, GAAP, CPA, Sales Tax, Partnership Taxation, Tax Returns, ProSystem fx Tax, Financial Statements, Tax Accounting
Education
Golden Gate University 2005 — 2007
Master of Science, Taxation
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Music
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP December 2007 - October 2014
Calibre CPA Group PLLC January 2003 - December 2007
Accounting Firm July 1998 - December 2002
Skills
Due Diligence, Mergers & Acquisitions, Auditing, Mergers, Accounting, GAAP, Middle Market, Payroll, Private Equity, Internal Controls, Financial Reporting, Tax, General Ledger, Employee Benefits, Corporate Tax, Income Tax, Financial Accounting, US GAAP
Education
Loyola University of Chicago 1994 — 1998
BBA, Public Accounting
Holy Cross High School 1990 — 1994
St Celestine 1981 — 1990
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP July 2011 - October 2014
Wolf & Company LLP December 2009 - July 2011
Crowe Horwath LLP July 2006 - November 2009
Crowe Horwath LLP June 2004 - July 2006
Skills
Internal Controls, External Audit, Government Accounting, Accounting
Education
Dominican University 2005 — 2008
MBA, General Management
Dominican University 2000 — 2004
Bachelors, Accounting
Hubeny Realty April 2013 - Present
Auto Image Plus May 2004 - Present
Wolf & Company LLP November 2000 - May 2004
Skills
Passed CPA exam May 2001, Accounting, Financial Reporting, Tax, Income Tax, Auditing, GAAP, Internal Controls, Financial Accounting, Corporate Tax, Tax Preparation, CPA, Financial Analysis, Financial Statements, QuickBooks
Education
Arizona State University 1996 — 2000
Bachelor of Science, Accounting
Montini Catholic High School 1992 — 1996
Grant Thornton LLP February 2015 - Present
BKD CPAs & Advisors November 2014 - January 2015
Wolf & Company LLP October 2013 - November 2014
ST Residential March 2010 - February 2013
KPMG Transaction Services August 2007 - March 2009
KPMG Transaction Services June 2006 - August 2006
Discover Financial Services - National Operations May 2005 - August 2005
Ernst & Young - Technology Security Risk Services June 2004 - August 2004
Skills
Due Diligence, Financial Analysis, Private Equity, Financial Reporting, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Accounting, Finance, Business Valuation, Mergers, Financial Risk, CPA, Forecasting, Microsoft Excel, Mergers & Acquisitions, Auditing
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Financial Analysis
Indiana University - Kelley School of Business 2001 — 2005
BS, Finance, Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP November 2004 - November 2014
Skills
Windows XP Pro, Windows 7, Windows Server, Windows Vista, Ubuntu, Linux Desktop, Windows Server 2003, Windows server 2008 R2, Windows Server 2012, Windows 8, Gnome, Linux Server, Mac OS X, Avaya Site..., McAfee Safeboot, CCH ProSystem fx, HP Server, HP Workstations, Hyper-V, Citrix, Microsoft Office, HP LaserJet, APC UPS
Education
College of DuPage 2001 — 2003
Criminal Justice/Police Science
Directions Training
Obtaining MCSA
Wolf & Company LLP February 2014 - April 2014
Northern Illinois University January 2013 - December 2013
Skills
Microsoft Excel, Accounting, Microsoft Word, Access, PowerPoint, Microsoft Office, Time Management, Organization, Peachtree
Education
Northern Illinois University - College of Business 2011 — 2014
Accountancy, Business, Senior
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP 2009 - October 2014
Wolf Financial Management LLC 2009 - October 2014
Wolf Capital LLC August 1989 - October 2014
Wolf & Company LLP 1997 - 2008
Skills
Balanced Scorecard, Retreats, Presentations, Income Tax, state and local tax, Estate Planning, Strategic Planning, Auditing, Business, Business Strategy, CPA, Corporate Tax, ESOP, Executive Pay, Family Business, Financial Reporting, GAAP, Management, Mergers, Partnership Taxation, QuickBooks, State Tax, Strategy, Tax, Tax Preparation, Tax Research
Education
DePaul University 1980 — 1984
BS MST, ACCOUNTING, TAX
BKD CPAs & Advisors September 2013 - June 2015
Wolf & Company LLP January 2013 - April 2013
Round Ground Metals, Inc. July 2010 - December 2012
Skills
Working knowledge of..., Problem Solving, Oral & Written..., Critical Thinking, Outstanding time..., Time Management, Accounts Payable, Customer Service, Sales, Invoicing, Auditing, Analysis, Accounting, Tax, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
Elmhurst College 2011 — 2013
Bachelor's degree, Accounting
College of DuPage 2009 — 2011
Associate of Arts (AA)
United Road Towing September 2010 - Present
Crowe Horwath LLP December 2004 - December 2009
Wolf & Company, LLP December 1996 - December 2004
Skills
Internal Controls, Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, Forecasting, CPA, US GAAP, Revenue Recognition, Corporate Tax, SEC filings, Process Improvement, Cost Accounting, Consolidation, Sarbanes-Oxley Act, Mergers & Acquisitions, External Audit, Team Building, Certified Fraud Examiner, Fraud Detection, Internal Audit, Coaching Staff, Manufacturing, Distribution, Budgeting, Budgets, Variance Analysis, Due Diligence, Cash Flow
Education
Benedictine University 1983 — 1987
B.A., Accounting, Finance
Montini High School
John Marcet CPA January 2003 - Present
Wolf & Company LLP July 1995 - December 2002
Marcet, Guiheen & Company, PC April 1992 - July 1995
Price Waterhouse August 1988 - April 1992
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MS, Taxation
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Accountancy
BKD CPAs & Advisors November 2014 - Present
Giant Steps School 2011 - Present
Wolf & Company LLP August 2005 - October 2014
Wolf Financial Management LLC 2000 - October 2014
Skills
Family Business, Manufacturing, Hospitality Industry, Tax Preparation, Strategic Planning, Restaurants, Tax, Management, Budgets, Auditing, Accounting, CPA, Financial Analysis, Leadership, Hotels, Corporate Tax, Key Client Relationships, New Business Development, GAAP, Contract Negotiation, Forecasting, Internal Controls, Mergers & Acquisitions, Negotiation
Education
Illinois State University 1993 — 1996
Bachelor of Science, Accounting
Women of Reform Judaism October 2014 - Present
Wolf & Company LLP July 2002 - October 2014
LoBue Associates July 1997 - March 2002
Miller, Cooper & Co., Ltd. September 1988 - May 1997
SAGE, Inc. July 1986 - August 1988
Arthur Andersen & Co. March 1982 - July 1986
Skills
Strategy, Strategic Planning, Business Strategy, Mergers & Acquisitions, Professional Services, Project Planning, Market Planning, Public Relations, Business Development, Marketing, Sales, Nonprofits, Financial Analysis, Start-ups, Budgets, Strategic Partnerships, Coaching, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 1972 — 1974
Masters in Management, Marketing, Finance
Northwestern University 1968 — 1972
BA, Math and English
AbbVie November 2014 - Present
AbbVie October 2013 - October 2014
Radio Flyer, Inc. April 2010 - October 2013
Takeda Pharmaceutical North America, Inc. 2000 - April 2010
Takeda Pharmaceutical North America, Inc. 2005 - 2007
Wolf & Company, LLP 1994 - 1999
Oil-Dri Corporation of America 1993 - 1995
Education
Roosevelt University 1991 — 1993
Bachelor's, Accounting
Catamaran July 2008 - Present
Exelon October 2005 - July 2008
Corn Products International 2000 - 2005
Wolf & Company LLP 1998 - 2000
Skills
Tax, Tax Research, Corporate Tax, Tax Accounting, Accounting, Auditing, GAAP, US GAAP, International Tax, Sarbanes-Oxley Act, General Ledger
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Masters, Tax, 3.9/4.0
University of Illinois at Urbana-Champaign 1994 — 1997
BS, Accountancy
Wolf & Company, LLP September 1976 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1976
MST, Taxation
University of Notre Dame - Mendoza College of Business 1971 — 1975
bba, accounting
Riveredge Hospital June 2009 - August 2011
Wolf & Company, LLP September 2005 - January 2009
Skills
Financial Reporting
Education
Elmhurst College 2002 — 2005
Bachelors of Science, Accountancy
djfontana-schmidt November 2013 - Present
Village of Bensenville March 2000 - November 2013
Wolf & Company, LLP August 1997 - March 2000
Skills
Policy, Non-profits, Public Speaking, Government, Budgets, PowerPoint, Accounting, Nonprofits, Creative Writing, Strategic Planning, Microsoft Word, Microsoft Office, Fundraising
Education
Northeastern Illinois University
Undergraduate Degree, Business/Psychology
Northeastern Illinois University
Bachelor's degree, Psychology
University of Illinois,Board of Examiners
Certified Public Accountant, Certification
PwC July 2014 - Present
Citrin Cooperman December 2013 - April 2014
Wolf & Company LLP September 2011 - October 2013
Pier and Associates Ltd July 2009 - September 2011
Charis Ministries September 2008 - May 2009
Skills
Tax, Accounting, Income Tax, Corporate Tax, Financial Reporting, Budgets, Microsoft Excel, Sales Tax, Tax Returns, QuickBooks, Finance, US GAAP, Tax Research, GAAP, Peachtree, Tax Preparation, Tax Accounting, Forecasting, International Tax, Internal Controls, Financial Analysis, General Ledger, Financial Statements, Financial Accounting, CPA, Auditing, ProSystem fx Tax, Accounts Payable
Education
Loyola University of Chicago 2005 — 2009
B.B.A, Accounting
Ascension Health June 2015 - Present
Ascension Health June 2013 - May 2015
Wolf & Company LLP December 2009 - May 2013
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, GAAP, Financial Accounting, Financial Analysis, Accounts Payable, Tax, CPA, General Ledger, Accounts Receivable
Education
Northern Illinois University 2008 — 2009
Master's, Accountancy
Northern Illinois University 2006 — 2008
Bachelors, Accountancy
Corval Group, Inc. December 2014 - Present
CliftonLarsonAllen September 2013 - December 2014
Haran & Associates October 2010 - September 2013
General Growth Properties February 2010 - October 2010
Smart & Associates, LLP September 2003 - February 2010
Miller, Cooper & Co., Ltd. October 2005 - August 2006
Wolf & Company LLP June 1998 - September 2003
Skills
Member of AICPA, Tax, Accounting, Financial Reporting, Auditing, Financial Accounting, Income Tax, Tax Preparation, GAAP, Forensic Accounting, SEC filings, Financial Analysis, CPA, Strategic Financial..., Internal Controls, Tax Returns
Education
Northern Illinois University 1991 — 1994
Bachelors, Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company, LLP January 2013 - Present
Wolf Financial Group August 2009 - Present
Baker Tilly (Formerly Virchow Krause & Company) November 2004 - August 2009
KPMG - National Tax Office 1998 - 2000
Ice Miller December 1996 - August 1998
Skills
Tax, Estate Planning, Income Tax, High Net Worth..., Succession Planning, Mergers & Acquisitions, Financial Planners, Estate Administration, Tax Preparation, Business Succession..., Divorce - Litigation..., Divorce - Forensic..., Divorce - Expert Witness, Divorce - Tax..., CPA
Education
Louis D. Brandeis School of Law at the University of Louisville 1991 — 1994
Doctor of Jurisprudence, Law
Indiana University Bloomington 1987 — 1991
B.S. in Business, Accounting
R.G. Construction Servcies, Inc. November 2003 - Present
Wolf & Company LLP June 2000 - October 2003
Skills
GAAP, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Auditing, Financial Statements, Tax, External Audit, Income Tax, Tax Preparation, Financial Analysis, Revenue Recognition, Budgets, CPA, General Ledger, US GAAP
Education
Northern Illinois University 1996 — 2000
BS, Accounting
City of Park Ridge December 2014 - Present
Wolf & Company LLP July 2013 - December 2014
Wolf and Company August 2011 - July 2013
Skills
Auditing, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Internal Controls, US GAAP, Tax, CPA, Financial Statements, QuickBooks
Education
Northern Illinois University 2010 — 2011
Master of Accounting Science, Accounting
North Central College 2007 — 2010
Bachelor's of Science, Accounting
KPMG October 2014 - Present
KPMG July 2011 - October 2014
KPMG July 2009 - June 2011
KPMG July 2007 - June 2009
Wolf & Company, LLP January 2007 - April 2007
Education
University of Illinois at Chicago 2006 — 2007
Masters, Accounting
University of Illinois at Chicago 2002 — 2006
Bachelors, Accounting
Wolf & Company LLP January 2008 - July 2009
Simpson Estates July 1991 - December 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
St. Ambrose University 1984 — 1986
MBA
University of Northern Iowa 1978 — 1982
BA, Accounting
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP June 2006 - October 2014
Skills
Corporate Tax, Tax Research, Tax, Income Tax, Accounting, Internal Controls, Tax Preparation, Financial Accounting, International Tax, Financial Analysis, Partnership Taxation, Tax Returns
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2006
Masters in Accounting, Accounting - Taxation
Discover Financial Services October 2014 - Present
Arthur J. Gallagher & Co. January 2014 - September 2014
Wolf & Company LLP September 2011 - January 2014
West Suburban Bank April 2006 - September 2011
Skills
Financial Reporting, Accounting, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, Cash Management, QuickBooks, General Ledger, Auditing, Internal Controls, Financial Analysis, Banking, AML, Account Reconciliation, External Audit, Bank Secrecy Act, Loans, Sarbanes-Oxley, Risk Management, GAAP, Credit, CPA, Financial Audits, Financial Services, Retail Banking, US GAAP
Education
Northern Illinois University 2013 — 2015
Master of Business Administration (MBA), Finance
College of DuPage 2006 — 2008
Advanced Accounting Certificate, Accounting
University of Economics - Varna 1998 — 2002
Bachelor's, Accounting
Wolf & Company LLP August 2003 - Present
Wol Capital LLC August 2003 - Present
Wolf & Company LLP 2003 - Present
Skills
Office Management, Accounting, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, QuickBooks, Financial Reporting, Financial Accounting
Education
Taylor Business Institute 1984 — 1984
Associate's degree, Stenography
Wolf & Company LLP December 2011 - Present
Mueller Prost PC September 2008 - June 2011
Southern Illinois University, SIU Alumni Association June 2005 - July 2006
Mueller Prost PC January 2006 - April 2006
Education
Southern Illinois University, Carbondale 2007 — 2008
Master of Accountancy, Taxation
Southern Illinois University, Carbondale 2003 — 2007
Bachelor of Science, Accounting
Steve's Flooring & Design January 2015 - Present
Century Accounting & Financial Solutions July 2013 - January 2015
Arrow Gear Company November 2012 - May 2013
Personal Creations November 2011 - May 2012
UPP TECHNOLOGY, INC May 2011 - September 2011
SLATTERY, NOONAN & CO., LLC January 2007 - May 2011
COCALAS, WESTBERG, MOMMSEN & CO., LTD June 2000 - April 2006
EDDIE Z’S BLINDS & DRAPERY October 1999 - June 2000
Wolf & Company LLP January 1999 - October 1999
H.A. GORDEN & COMPANY, P.C./SUNAMERICA SEC., INC January 1994 - January 1999
Skills
Accounting, QuickBooks, Bookkeeping, Financial Reporting, Tax, Microsoft Excel, Accounts Payable, Account Reconciliation, Financial Accounting, Process Improvement, Journal Entries, Microsoft Office, Accounts Receivable, Financial Statements, Budgets, Auditing, Fixed Assets, Invoicing, General Ledger, Sales Tax, GAAP, Revenue Recognition
Education
Elmhurst College 1994 — 1998
Bachelor of Applied Science (BASc), Accounting and Finance
BKD CPAs & Advisors November 2014 - July 2015
Wolf & Company LLP August 2014 - October 2014
Wolf & Company LLP May 2014 - July 2014
Altimus Capital LLC October 2013 - December 2013
Gold Coast Bank September 2012 - September 2013
Langenberg & Co. June 2013 - August 2013
Wells Fargo Home Mortgage June 2012 - August 2012
New City Bank July 2005 - September 2011
Skills
Financial Analysis, Finance, Management, Financial Statement..., Accounting, Commercial Banking, Mortgage Banking, Compliance, Pivot Tables, SWOT analysis, Windows Network Access..., Equity Research, Economic Research, US GAAP, SOX 404, FATCA, Bloomberg Terminal
Education
Roosevelt University Heller College of Business 2012 — 2014
Master of Business Administration (MBA), Concentrations: Finance, Economics
Roosevelt University Heller College of Business 2012 — 2013
Masters of Science, Accounting
National-Louis University
Bachelors of Science in Management
Loyola University of Chicago
Accounting, Finance, and Economics Coursework
Saint Lawrence Seminary
Ranked 2nd of my class
Falcon Consulting Group March 2015 - Present
Bansley & Kiener, LLP July 2011 - Present
Wolf & Company LLP December 2012 - March 2015
Skills
Accounting
Education
Northern Illinois University - College of Business 2010 — 2011
Masters, Accounting
Illinois State University 2006 — 2010
Bachelor of Science, Accounting
Deloitte US August 2015 - Present
CBIZ MHM, LLC 2013 - August 2015
EisnerAmper LLP 2012 - 2013
BDO USA, LLP July 2010 - December 2012
Farm Bureau Financial Services March 2009 - February 2010
Wolf & Company LLP May 2008 - August 2008
Skills
Corporate Tax, Tax Research, Accounting, Tax Accounting, Tax, Income Tax, Partnership Taxation, CPA, ProSystem fx Tax, State Tax, Tax Preparation, Tax Returns
Education
Arizona State University 2009 — 2010
Master of Science (MS), Taxation, 3.77
Northern Illinois University 2006 — 2008
Bachelor of Science (B.S.), Accounting, 4.0
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP March 2004 - October 2014
Wolf & Company LLP 2004 - October 2014
Wolf & Company LLP June 1991 - February 2004
Skills
International Tax, Multi-State Income Tax, Construction Taxation
Education
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
DePaul University 1993 — 1997
Master's of Science in Taxation, Accounting
Steinberg Advisors, Ltd. January 2014 - Present
Wolf & Company LLP January 2013 - August 2013
Monmouth College Accounting Department August 2011 - May 2012
VITA, Volunteer Income Tax Assistance January 2011 - April 2012
Education
Northern Illinois University 2012 — 2013
Monmouth College 2008 — 2012
Accounting, Business Administration