WTAS Company
Description
Andersen Tax LLC is a tax firm headquartered in San Francisco, California, United States. It provides tax, valuation, financial advisory and consulting services to individuals and corporate clients. Headquarters: San Francisco, CA Number of employees: 1,000 Founded: 2002 Number of locations: 19 U.S. Offices Subsidiaries: Global Abogados, S.L.P., Type of business: Limited liability company
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WTAS Employees
Employee
Years
Job
Industry
Daniel I. Alvarado, CPA Daniel I. Alvarado, CPA's WTAS Experience January 2007 - May 2011
Job CPA at Tillett, Alvarado & Associates
Industry Accounting
Experience
Tillett, Alvarado & Associates January 2014 - Present
Palm Beach Atlantic University August 2010 - Present
Joseph C. Kempe, PA May 2011 - January 2014
WTAS January 2007 - May 2011
Education
Florida Atlantic University 2008 — 2009
Master's Degree, Taxation
Palm Beach Atlantic University 2004 — 2006
Bachelor of Science, Finance & Accounting
Tillett, Alvarado & Associates January 2014 - Present
Palm Beach Atlantic University August 2010 - Present
Joseph C. Kempe, PA May 2011 - January 2014
WTAS January 2007 - May 2011
Education
Florida Atlantic University 2008 — 2009
Master's Degree, Taxation
Palm Beach Atlantic University 2004 — 2006
Bachelor of Science, Finance & Accounting
Angela Ashby, CPA Angela Ashby, CPA's WTAS Experience May 2005 - October 2010
Job Manager Income Tax
Industry Accounting
Experience
T-Mobile November 2010 - Present
Embry-Riddle Aeronautical University July 2009 - Present
WTAS May 2005 - October 2010
Minds I Group, LLC April 2003 - August 2004
The Ensign Group, L.C. September 2000 - October 2001
Skills
Accounting, Tax, Tax Research, Tax Preparation, Financial Accounting
Education
Brigham Young University 2004 — 2005
Master of Accountancy, Taxation
Brigham Young University 2002 — 2004
Bachelor of Science, Accounting
LDS Business College 2000 — 2002
Associate of Applied Science, Accounting
T-Mobile November 2010 - Present
Embry-Riddle Aeronautical University July 2009 - Present
WTAS May 2005 - October 2010
Minds I Group, LLC April 2003 - August 2004
The Ensign Group, L.C. September 2000 - October 2001
Skills
Accounting, Tax, Tax Research, Tax Preparation, Financial Accounting
Education
Brigham Young University 2004 — 2005
Master of Accountancy, Taxation
Brigham Young University 2002 — 2004
Bachelor of Science, Accounting
LDS Business College 2000 — 2002
Associate of Applied Science, Accounting
Cody Villella Cody Villella's WTAS Experience September 2008 - March 2010
Job Senior Manager International Tax
Industry Legal Services
Experience
EY April 2014 - Present
McGladrey March 2010 - March 2014
Corporate Executive Board February 2012 - October 2013
WTAS September 2008 - March 2010
SMART Business Advisory and Consulting October 2007 - September 2008
Northrop Grumman June 2001 - June 2007
Skills
Tax, Spreadsheet Design, Technical Writing, International Tax, Financial Analysis, Financial Modeling, Corporate Tax, Financial Accounting, Tax Research, Program Management, Finance, Accounting, Due Diligence, Spreadsheets, Tax Advisory
Education
The University of Alabama School of Law 2008 — 2010
LLM, Tax
George Mason University School of Law 2003 — 2007
JD, Tax
University of Virginia 1998 — 2002
BA, Economics
Universitat de València 2000 — 2000
Spanish Language and Literature
Thomas Jefferson High School for Science and Technology 1994 — 1998
Diploma
EY April 2014 - Present
McGladrey March 2010 - March 2014
Corporate Executive Board February 2012 - October 2013
WTAS September 2008 - March 2010
SMART Business Advisory and Consulting October 2007 - September 2008
Northrop Grumman June 2001 - June 2007
Skills
Tax, Spreadsheet Design, Technical Writing, International Tax, Financial Analysis, Financial Modeling, Corporate Tax, Financial Accounting, Tax Research, Program Management, Finance, Accounting, Due Diligence, Spreadsheets, Tax Advisory
Education
The University of Alabama School of Law 2008 — 2010
LLM, Tax
George Mason University School of Law 2003 — 2007
JD, Tax
University of Virginia 1998 — 2002
BA, Economics
Universitat de València 2000 — 2000
Spanish Language and Literature
Thomas Jefferson High School for Science and Technology 1994 — 1998
Diploma
Ben Devlen's WTAS Experience January 2011 - July 2013
Job CPA at Joseph C. Kempe, P.A.
Industry Accounting
Experience
Joseph C. Kempe, P.A. July 2013 - Present
WTAS January 2011 - July 2013
WTAS August 2009 - December 2009
Multistate Tax Commission July 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2010 — 2010
MSA, Accountancy, Magna Cum Laude
Florida State University - College of Business 2004 — 2009
BS, Accounting
Joseph C. Kempe, P.A. July 2013 - Present
WTAS January 2011 - July 2013
WTAS August 2009 - December 2009
Multistate Tax Commission July 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2010 — 2010
MSA, Accountancy, Magna Cum Laude
Florida State University - College of Business 2004 — 2009
BS, Accounting
Don Streett Don Streett's WTAS Experience November 2009 - May 2011
Job Associate Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC October 2014 - Present
Clearwater Advisors, LLC April 2011 - October 2014
WTAS November 2009 - May 2011
vSpring Capital June 2009 - August 2009
Citi January 2007 - June 2007
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Asset Management, Excel, Portfolio Management, Business Valuation, PowerPoint, Corporate Finance, Word, Accounting, Fixed Income, Bloomberg Terminal, Asset Managment, Credit Analysis
Education
Brigham Young University 2006 — 2009
BS Business, Finance
Northwest Nazarene University
Northwest Nazarene University
Clearwater Advisors, LLC October 2014 - Present
Clearwater Advisors, LLC April 2011 - October 2014
WTAS November 2009 - May 2011
vSpring Capital June 2009 - August 2009
Citi January 2007 - June 2007
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Asset Management, Excel, Portfolio Management, Business Valuation, PowerPoint, Corporate Finance, Word, Accounting, Fixed Income, Bloomberg Terminal, Asset Managment, Credit Analysis
Education
Brigham Young University 2006 — 2009
BS Business, Finance
Northwest Nazarene University
Northwest Nazarene University
Danielle DiGrazia Danielle DiGrazia's WTAS Experience June 2014 - August 2014
Job Multistate Tax Intern at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
Andersen Tax January 2015 - May 2015
WTAS June 2014 - August 2014
Fordham University Men's Basketball September 2013 - May 2014
Town of Hempstead June 2011 - January 2014
Skills
Microsoft Excel, Time Management, Analysis, Accounting, Social Media, Payroll, Coaching, Advertising, Statistics, Microsoft Word, PowerPoint, Microsoft Office, Access, Marketing, Social Networking, Leadership, Public Speaking, Teamwork, Spreadsheets
Education
Fordham University 2012 — 2016
Bachelor's degree, Public Accounting, Minor in Business Law, Sophomore
Holy Trinity High School 2008 — 2012
Regents Diploma with Advanced Designation with Honors
Deloitte June 2015 - Present
Andersen Tax January 2015 - May 2015
WTAS June 2014 - August 2014
Fordham University Men's Basketball September 2013 - May 2014
Town of Hempstead June 2011 - January 2014
Skills
Microsoft Excel, Time Management, Analysis, Accounting, Social Media, Payroll, Coaching, Advertising, Statistics, Microsoft Word, PowerPoint, Microsoft Office, Access, Marketing, Social Networking, Leadership, Public Speaking, Teamwork, Spreadsheets
Education
Fordham University 2012 — 2016
Bachelor's degree, Public Accounting, Minor in Business Law, Sophomore
Holy Trinity High School 2008 — 2012
Regents Diploma with Advanced Designation with Honors
Myckey McNutt Myckey McNutt's WTAS Experience December 2005 - August 2009
Job Manager Wholesale Finance at The Yankee Candle Company, Inc.
Industry Retail
Experience
The Yankee Candle Company, Inc. March 2015 - Present
The Yankee Candle Company, Inc. October 2012 - March 2015
The Yankee Candle Company, Inc. April 2012 - October 2012
The Yankee Candle Company, Inc. August 2009 - April 2012
WTAS December 2005 - August 2009
Ernst & Young LLP January 2002 - December 2005
Skills
Microsoft Excel, Microsoft Access, Prophix, Lawson General Ledger
Education
The University of Chicago 1997 — 2001
AB, Economics & Spanish
Boston University
Certificate Program, Financial Planning and Services
The Yankee Candle Company, Inc. March 2015 - Present
The Yankee Candle Company, Inc. October 2012 - March 2015
The Yankee Candle Company, Inc. April 2012 - October 2012
The Yankee Candle Company, Inc. August 2009 - April 2012
WTAS December 2005 - August 2009
Ernst & Young LLP January 2002 - December 2005
Skills
Microsoft Excel, Microsoft Access, Prophix, Lawson General Ledger
Education
The University of Chicago 1997 — 2001
AB, Economics & Spanish
Boston University
Certificate Program, Financial Planning and Services
Buddy Lindsey Buddy Lindsey's WTAS Experience June 2012 - July 2014
Job Senior Associate at Deloitte
Industry Accounting
Experience
Deloitte July 2014 - Present
WTAS June 2012 - July 2014
Exceptional Accounting Services, LLC December 2009 - May 2012
WTAS January 2011 - March 2011
MISSIONARY TRAINING CENTER September 2008 - September 2009
Skills
Accounting, Bookkeeping, Tax, Financial Reporting, Quickbooks, Writing, Team Leadership, Microsoft Office, Leadership, Management, Analysis, Training, Entrepreneurship, Financial Analysis, Microsoft Excel, Mentoring
Education
Brigham Young University 2008 — 2012
Masters, Accountancy
Davis High School 2002 — 2005
Deloitte July 2014 - Present
WTAS June 2012 - July 2014
Exceptional Accounting Services, LLC December 2009 - May 2012
WTAS January 2011 - March 2011
MISSIONARY TRAINING CENTER September 2008 - September 2009
Skills
Accounting, Bookkeeping, Tax, Financial Reporting, Quickbooks, Writing, Team Leadership, Microsoft Office, Leadership, Management, Analysis, Training, Entrepreneurship, Financial Analysis, Microsoft Excel, Mentoring
Education
Brigham Young University 2008 — 2012
Masters, Accountancy
Davis High School 2002 — 2005
Jameson Maloney Jameson Maloney's WTAS Experience July 2013 - May 2014
Job Pricing coordinator with experience in taxation and general office responsibilities. Please read on...
Industry Accounting
Experience
CVS Health September 2015 - Present
Silverman McGovern Staffing and Recruiting June 2015 - September 2015
Carl Weinberg & Co LLP January 2015 - April 2015
WTAS July 2013 - May 2014
Bryant University Resident Life September 2011 - May 2013
Bryant University Audio Visual Office September 2009 - May 2013
Restivo Monacelli LLP January 2013 - April 2013
The Procaccianti Group June 2012 - August 2012
Bryant University September 2009 - May 2012
Dave's Marketplace April 2007 - July 2011
Skills
Excel, PowerPoint, Team Coordination, Word, Microsoft Office, Teamwork, Access, Time Management, Leadership, Leadership Development, Project Coordination, Accounting, Microsoft Excel, Microsoft Word
Education
Bryant University 2009 — 2013
Bachelor of Science, Business Administration; Accounting
University College Cork 2010 — 2011
Study Abroad Program, General Education
CVS Health September 2015 - Present
Silverman McGovern Staffing and Recruiting June 2015 - September 2015
Carl Weinberg & Co LLP January 2015 - April 2015
WTAS July 2013 - May 2014
Bryant University Resident Life September 2011 - May 2013
Bryant University Audio Visual Office September 2009 - May 2013
Restivo Monacelli LLP January 2013 - April 2013
The Procaccianti Group June 2012 - August 2012
Bryant University September 2009 - May 2012
Dave's Marketplace April 2007 - July 2011
Skills
Excel, PowerPoint, Team Coordination, Word, Microsoft Office, Teamwork, Access, Time Management, Leadership, Leadership Development, Project Coordination, Accounting, Microsoft Excel, Microsoft Word
Education
Bryant University 2009 — 2013
Bachelor of Science, Business Administration; Accounting
University College Cork 2010 — 2011
Study Abroad Program, General Education
Shannon O'Neil Shannon O'Neil's WTAS Experience January 2013 - July 2013
Job Family Office Advisor (Castle Rock Advisors) at Berkshire Partners
Industry Accounting
Experience
Berkshire Partners July 2013 - Present
WTAS January 2013 - July 2013
WTAS January 2010 - December 2012
WTAS May 2007 - December 2009
Skills
Tax, Accounting, Estate Planning, Tax Research, Tax Compliance, Partnership Taxation, Financial Planning, S Corporations, Gift Tax, Individual Taxation, Excel, Outlook, PowerPoint, Word, Corporate Tax, Microsoft Excel, Microsoft Word, Tax Advisory, Strategic Financial..., Tax Accounting, Income Tax, Tax Preparation
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
Masters in Taxation
Florida State University - College of Business 2003 — 2007
Bachelors of Science, Accounting
Holliston High School 1999 — 2003
Berkshire Partners July 2013 - Present
WTAS January 2013 - July 2013
WTAS January 2010 - December 2012
WTAS May 2007 - December 2009
Skills
Tax, Accounting, Estate Planning, Tax Research, Tax Compliance, Partnership Taxation, Financial Planning, S Corporations, Gift Tax, Individual Taxation, Excel, Outlook, PowerPoint, Word, Corporate Tax, Microsoft Excel, Microsoft Word, Tax Advisory, Strategic Financial..., Tax Accounting, Income Tax, Tax Preparation
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
Masters in Taxation
Florida State University - College of Business 2003 — 2007
Bachelors of Science, Accounting
Holliston High School 1999 — 2003
Marin Arnell Marin Arnell's WTAS Experience July 2012 - April 2013
Job Senior Associate Data Scientist at SAS
Industry Research
Experience
SAS May 2014 - Present
North Carolina State University June 2013 - May 2014
WTAS July 2012 - April 2013
WTAS July 2009 - June 2012
WTAS July 2007 - June 2009
Skills
Analytics, SAS, Data Analysis, Linear Regression, SAS Certified Base..., JMP, Logistic Regression, Survival Analysis, Optimization, Risk Analytics, R, ArcGIS, SAS Certified Advanced..., Analytic Thinking, SAS Enterprise Miner, Forecasting, Clustering, Variable reduction, Model Selection, Tableau, Design of Experiments, Data Mining, Statistics, Analysis
Education
North Carolina State University 2013 — 2014
Master of Science (M.S.), Analytics
Brigham Young University 2005 — 2007
Master of Science (M.S.), Accounting, 3.95 / 4.00
Brigham Young University 1999 — 2003
Bachelor of Science (B.S.), Zoology/Animal Biology, 3.95 / 4.00
SAS May 2014 - Present
North Carolina State University June 2013 - May 2014
WTAS July 2012 - April 2013
WTAS July 2009 - June 2012
WTAS July 2007 - June 2009
Skills
Analytics, SAS, Data Analysis, Linear Regression, SAS Certified Base..., JMP, Logistic Regression, Survival Analysis, Optimization, Risk Analytics, R, ArcGIS, SAS Certified Advanced..., Analytic Thinking, SAS Enterprise Miner, Forecasting, Clustering, Variable reduction, Model Selection, Tableau, Design of Experiments, Data Mining, Statistics, Analysis
Education
North Carolina State University 2013 — 2014
Master of Science (M.S.), Analytics
Brigham Young University 2005 — 2007
Master of Science (M.S.), Accounting, 3.95 / 4.00
Brigham Young University 1999 — 2003
Bachelor of Science (B.S.), Zoology/Animal Biology, 3.95 / 4.00
Anthony Newsome's WTAS Experience February 2010 - June 2011
Job Director/Executive Producer
Industry Entertainment
Experience
Bawn Media Group, Inc March 2012 - Present
Bawn Media Group, Inc September 2011 - March 2012
Bawn Media Group, Inc March 2011 - September 2011
WTAS February 2010 - June 2011
Little Label Major Distribution Inc January 2010 - March 2011
Bout Dat Entertainment LLC June 2005 - May 2008
Skills
Music Production, Songwriting, A&R, Music Industry, Music, Sound, Theatre, Musical Theatre, Entertainment, Music Publishing, Film, Voice Over, Recording, Singing, Audio Editing, Studio Recording, Composition, Festivals, Video Production, Radio, Video Editing, Band, Music Licensing, Record Labels, Acting, Audio Engineering, Comedy, Commercials, Concerts, Dance, Stage, Talent Booking, Television, Tour Management, Producing, Pro Tools, Performing Arts, Musicians, Music Supervision, Music Videos, Media Production, Improvisation, Guitar, Entertainment Industry, Digital Media, Music Management, Sound Design, Songs, Vocal, Emcee
Education
Columbia College Chicago 2004 — 2008
BA, Drama and Dramatics/Theatre Arts, Music
Full Sail University 2010 — 2011
BA, Music Business & Film Production
Duke Ellington School of Arts 2000 — 2004
HighSchool Diploma, Theatre and Music
Bawn Media Group, Inc March 2012 - Present
Bawn Media Group, Inc September 2011 - March 2012
Bawn Media Group, Inc March 2011 - September 2011
WTAS February 2010 - June 2011
Little Label Major Distribution Inc January 2010 - March 2011
Bout Dat Entertainment LLC June 2005 - May 2008
Skills
Music Production, Songwriting, A&R, Music Industry, Music, Sound, Theatre, Musical Theatre, Entertainment, Music Publishing, Film, Voice Over, Recording, Singing, Audio Editing, Studio Recording, Composition, Festivals, Video Production, Radio, Video Editing, Band, Music Licensing, Record Labels, Acting, Audio Engineering, Comedy, Commercials, Concerts, Dance, Stage, Talent Booking, Television, Tour Management, Producing, Pro Tools, Performing Arts, Musicians, Music Supervision, Music Videos, Media Production, Improvisation, Guitar, Entertainment Industry, Digital Media, Music Management, Sound Design, Songs, Vocal, Emcee
Education
Columbia College Chicago 2004 — 2008
BA, Drama and Dramatics/Theatre Arts, Music
Full Sail University 2010 — 2011
BA, Music Business & Film Production
Duke Ellington School of Arts 2000 — 2004
HighSchool Diploma, Theatre and Music
Robin Jacobson, CPA Robin Jacobson, CPA's WTAS Experience November 2009 - September 2012
Job Senior Accountant and NetSuite Administrator at Wilcon Holdings
Industry Telecommunications
Experience
Wilcon October 2012 - Present
WTAS November 2009 - September 2012
PwC July 2007 - July 2009
Sullivan Vineyards March 2005 - June 2007
G & J Seiberlich & Co. LLP December 2006 - April 2007
Skills
Tax, Tax Research, Partnership Taxation, Income Tax, Corporate Tax, Tax Law, International Tax, Tax Preparation, US Tax, Cost Segregation, Fixed Asset Depreciation, SALT, Finance, Financial Statements, NetSuite, GAAP, CPA, Internal Controls
Education
Golden Gate University 2008 — 2010
Masters in Taxation
Pacific Union College 2003 — 2007
Bachelor in Business Adminstration, Accounting Emphasis
Wilcon October 2012 - Present
WTAS November 2009 - September 2012
PwC July 2007 - July 2009
Sullivan Vineyards March 2005 - June 2007
G & J Seiberlich & Co. LLP December 2006 - April 2007
Skills
Tax, Tax Research, Partnership Taxation, Income Tax, Corporate Tax, Tax Law, International Tax, Tax Preparation, US Tax, Cost Segregation, Fixed Asset Depreciation, SALT, Finance, Financial Statements, NetSuite, GAAP, CPA, Internal Controls
Education
Golden Gate University 2008 — 2010
Masters in Taxation
Pacific Union College 2003 — 2007
Bachelor in Business Adminstration, Accounting Emphasis
Joseph Pokorney's WTAS Experience May 2006 - August 2006
Job Vice President at Atlantic Creek Real Estate Partners, LLC
Industry Financial Services
Experience
Atlantic Creek Real Estate Partners, LLC August 2015 - Present
Morgan Stanley Investment Management January 2014 - August 2015
Morgan Stanley Investment Management February 2011 - December 2013
Morgan Stanley Investment Management February 2009 - January 2011
Morgan Stanley July 2008 - January 2009
FSU College of Business - Student Investment Fund December 2007 - April 2008
Morgan Stanley May 2007 - August 2007
WTAS May 2006 - August 2006
Skills
Financial Planning, Financial Reporting, Valuation, Investments, Budgeting, Strategic Financial..., Fund Administration, Portfolio Management, Finance, Risk Management, Analysis, Strategy
Education
Florida State University 2004 — 2008
Bachelor of Science, Majors: Finance & Accounting, Minor: Economics
Florida State University - College of Business 2004 — 2008
B.S., Finance, Accounting, Economics
Atlantic High 2000 — 2004
Atlantic Creek Real Estate Partners, LLC August 2015 - Present
Morgan Stanley Investment Management January 2014 - August 2015
Morgan Stanley Investment Management February 2011 - December 2013
Morgan Stanley Investment Management February 2009 - January 2011
Morgan Stanley July 2008 - January 2009
FSU College of Business - Student Investment Fund December 2007 - April 2008
Morgan Stanley May 2007 - August 2007
WTAS May 2006 - August 2006
Skills
Financial Planning, Financial Reporting, Valuation, Investments, Budgeting, Strategic Financial..., Fund Administration, Portfolio Management, Finance, Risk Management, Analysis, Strategy
Education
Florida State University 2004 — 2008
Bachelor of Science, Majors: Finance & Accounting, Minor: Economics
Florida State University - College of Business 2004 — 2008
B.S., Finance, Accounting, Economics
Atlantic High 2000 — 2004
Ryan Growney's WTAS Experience June 2014 - August 2014
Job Assurance Intern at EY
Industry Accounting
Experience
EY June 2015 - Present
WTAS June 2014 - August 2014
Peltier, Gustafson & Miller, PA June 2013 - January 2014
Boston College August 2013 - December 2013
Albuquerque Academy June 2010 - July 2012
Titan Development April 2011 - May 2011
Skills
PowerPoint, Facebook, Accounting, Tax Accounting, Microsoft Excel, Financial Accounting, QuickBooks, Teamwork
Education
Boston College 2011 — 2015
Bachelor of Science in Accounting, Accounting
Albuquerque Academy 2004 — 2011
EY June 2015 - Present
WTAS June 2014 - August 2014
Peltier, Gustafson & Miller, PA June 2013 - January 2014
Boston College August 2013 - December 2013
Albuquerque Academy June 2010 - July 2012
Titan Development April 2011 - May 2011
Skills
PowerPoint, Facebook, Accounting, Tax Accounting, Microsoft Excel, Financial Accounting, QuickBooks, Teamwork
Education
Boston College 2011 — 2015
Bachelor of Science in Accounting, Accounting
Albuquerque Academy 2004 — 2011
Mona (Tousi) Eveloff Mona (Tousi) Eveloff's WTAS Experience September 2006 - September 2011
Job Vice President Tax at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners October 2011 - Present
WTAS September 2006 - September 2011
Trizec Properties 2004 - 2006
Skills
Tax, Private Equity, Tax Returns, Microsoft Excel, Partnership Taxation, Hedge Funds, Income Tax, Tax Compliance, Technology, Innovation, Leadership, Problem Solving, Strategic Planning, OneSource, Accounting, Corporate Tax, Auditing, Financial Reporting, Investments, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Masters of Science in Taxation
Loyola University Chicago 2004 — 2006
Accounting, Accounting/Finance
Guggenheim Partners October 2011 - Present
WTAS September 2006 - September 2011
Trizec Properties 2004 - 2006
Skills
Tax, Private Equity, Tax Returns, Microsoft Excel, Partnership Taxation, Hedge Funds, Income Tax, Tax Compliance, Technology, Innovation, Leadership, Problem Solving, Strategic Planning, OneSource, Accounting, Corporate Tax, Auditing, Financial Reporting, Investments, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Masters of Science in Taxation
Loyola University Chicago 2004 — 2006
Accounting, Accounting/Finance
Ani Babaian Ani Babaian's WTAS Experience June 2012 - August 2012
Job International Tax Associate at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
PwC June 2013 - August 2013
ALPFA August 2012 - December 2012
WTAS June 2012 - August 2012
PwC July 2012 - July 2012
McGladrey July 2012 - July 2012
Glendale Community College, CA 91208 June 2009 - December 2010
Skills
ProSystem fx Tax, Tax, Tax Research, Tax Preparation, Accounting, QuickBooks, Tax Returns, Teamwork, Forecasting, Finance, Public Speaking, Financial Accounting, Research, Data Analysis, Microsoft Word, Microsoft Excel, Access, Auditing, Valuation, Tax Law, Corporate Finance, PowerPoint, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Financial Statements, Leadership, Cost Accounting, Analysis
Education
University of Southern California - Leventhal School of Accounting 2011 — 2013
Bachelor of Science (B.S.)
University of Southern California - Marshall School of Business 2011 — 2013
Bachelor of Science (B.S.)
Glendale Community College 2008 — 2010
Associate of Science (A.S.), Accounting
PwC July 2014 - Present
PwC June 2013 - August 2013
ALPFA August 2012 - December 2012
WTAS June 2012 - August 2012
PwC July 2012 - July 2012
McGladrey July 2012 - July 2012
Glendale Community College, CA 91208 June 2009 - December 2010
Skills
ProSystem fx Tax, Tax, Tax Research, Tax Preparation, Accounting, QuickBooks, Tax Returns, Teamwork, Forecasting, Finance, Public Speaking, Financial Accounting, Research, Data Analysis, Microsoft Word, Microsoft Excel, Access, Auditing, Valuation, Tax Law, Corporate Finance, PowerPoint, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Financial Statements, Leadership, Cost Accounting, Analysis
Education
University of Southern California - Leventhal School of Accounting 2011 — 2013
Bachelor of Science (B.S.)
University of Southern California - Marshall School of Business 2011 — 2013
Bachelor of Science (B.S.)
Glendale Community College 2008 — 2010
Associate of Science (A.S.), Accounting
Ashley Sanchez Ashley Sanchez's WTAS Experience May 2014 - August 2014
Job Tax Associate at Andersen Accounting & Tax Services LLC
Industry Higher Education
Experience
Andersen Accounting & Tax Services LLC January 2015 - Present
Solution Skills October 2012 - December 2014
WTAS May 2014 - August 2014
Florida State University August 2011 - May 2014
PHH Mortgage May 2012 - August 2012
Archambault, DMD Family Dentistry February 2009 - August 2009
Skills
Access, Payroll, Databases, Florida Notary, Troubleshooting, Call Centers, Tax Returns, Income Tax, Tax Accounting, Business Valuation, Time Management, Tax, Finance
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Florida State University 2010 — 2014
Bachelor of Science, Accounting
Andersen Accounting & Tax Services LLC January 2015 - Present
Solution Skills October 2012 - December 2014
WTAS May 2014 - August 2014
Florida State University August 2011 - May 2014
PHH Mortgage May 2012 - August 2012
Archambault, DMD Family Dentistry February 2009 - August 2009
Skills
Access, Payroll, Databases, Florida Notary, Troubleshooting, Call Centers, Tax Returns, Income Tax, Tax Accounting, Business Valuation, Time Management, Tax, Finance
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Florida State University 2010 — 2014
Bachelor of Science, Accounting
Christina Sacripanti Christina Sacripanti's WTAS Experience August 2013 - December 2013
Job Associate at Brooks Brothers
Industry Retail
Experience
Brooks Brothers January 2015 - Present
HireMinds July 2014 - Present
WTAS August 2013 - December 2013
Elie Tahari June 2012 - August 2012
alice + olivia 2008 - 2011
Vogue 2007 - 2008
Skills
Legal Research, Legal Writing, Westlaw, Fundraising, Commercial Litigation, Lexis, Legal Assistance, Research
Education
Fordham University School of Law 2010 — 2013
Juris Doctor (J.D.)
Connecticut College 2006 — 2010
B.A., History
Greenwich Country Day School
New Canaan High School
Brooks Brothers January 2015 - Present
HireMinds July 2014 - Present
WTAS August 2013 - December 2013
Elie Tahari June 2012 - August 2012
alice + olivia 2008 - 2011
Vogue 2007 - 2008
Skills
Legal Research, Legal Writing, Westlaw, Fundraising, Commercial Litigation, Lexis, Legal Assistance, Research
Education
Fordham University School of Law 2010 — 2013
Juris Doctor (J.D.)
Connecticut College 2006 — 2010
B.A., History
Greenwich Country Day School
New Canaan High School
Deana Love Deana Love's WTAS Experience 2002 - December 2013
Job Partner in Charge of Private Client Services at Daszkal Bolton LLP
Industry Accounting
Experience
Daszkal Bolton LLP January 2014 - Present
WTAS 2002 - December 2013
Andersen 1997 - May 2002
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Income Tax, Tax Preparation, Tax Advisory
Education
Maurice A. Deane School of Law at Hofstra University 1994 — 1997
JD
Binghamton University - School of Management 1992 — 1994
BS, Accounting
Daszkal Bolton LLP January 2014 - Present
WTAS 2002 - December 2013
Andersen 1997 - May 2002
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Income Tax, Tax Preparation, Tax Advisory
Education
Maurice A. Deane School of Law at Hofstra University 1994 — 1997
JD
Binghamton University - School of Management 1992 — 1994
BS, Accounting
Reza Khan Reza Khan's WTAS Experience June 2008 - June 2009
Job
Industry Real Estate
Experience
Reza Khan, Real Estate Brokerage 2010 - Present
Privity Legal Group July 2009 - Present
WTAS June 2008 - June 2009
Skills
Estate Planning, Real Estate, Wills, Tax, Trusts, Estate Tax Planning, Contract Negotiation, Income Tax, Powers of Attorney, Property Law, Short Sales, Legal Research, Real Property, Commercial Real Estate, Legal Writing, Corporate Law, Gift Tax, Estate Law, Asset Protection, High Net Worth..., Tax Law, Real Estate Transactions, Foreclosures, Estate Administration, Seller Representation, First Time Home Sellers, First Time Home Buyers
Education
Golden Gate University, School of Law
Juris Doctrate
University of California, Santa Barbara
BA, Political Science
Reza Khan, Real Estate Brokerage 2010 - Present
Privity Legal Group July 2009 - Present
WTAS June 2008 - June 2009
Skills
Estate Planning, Real Estate, Wills, Tax, Trusts, Estate Tax Planning, Contract Negotiation, Income Tax, Powers of Attorney, Property Law, Short Sales, Legal Research, Real Property, Commercial Real Estate, Legal Writing, Corporate Law, Gift Tax, Estate Law, Asset Protection, High Net Worth..., Tax Law, Real Estate Transactions, Foreclosures, Estate Administration, Seller Representation, First Time Home Sellers, First Time Home Buyers
Education
Golden Gate University, School of Law
Juris Doctrate
University of California, Santa Barbara
BA, Political Science
Jessica Yamas's WTAS Experience September 2012 - April 2013
Job Center for Women & Enterprise
Industry Management Consulting
Experience
Center for Women & Enterprise September 2013 - Present
WTAS September 2012 - April 2013
BDO January 2012 - March 2012
Cherry Alley Cafe June 2006 - June 2010
Bucknell University January 2000 - January 2003
Centre Hills Country Club January 1997 - January 1998
Business Service Center January 1993 - January 1995
Skills
Accounting, Auditing, Management, Financial Reporting, Tax, QuickBooks, Customer Service, Tax Accounting, Small Business, Financial Analysis, Financial Accounting, Microsoft Excel, CPA, Income Tax, Partnership Taxation, Time Management, Internal Controls, Corporate Tax, GAAP, US GAAP, Finance, Sarbanes-Oxley Act, Tax Preparation, Microsoft Office, Events Coordination, Webinars, Presentation Skills, Training
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2012
MSA/MBA, Accounting/Business
Bucknell University 2000 — 2003
B.A. Mathematics, Mathematics/Philosophy/Physics
Pennsylvania State University
MGT 249; Small Business Management
Center for Women & Enterprise September 2013 - Present
WTAS September 2012 - April 2013
BDO January 2012 - March 2012
Cherry Alley Cafe June 2006 - June 2010
Bucknell University January 2000 - January 2003
Centre Hills Country Club January 1997 - January 1998
Business Service Center January 1993 - January 1995
Skills
Accounting, Auditing, Management, Financial Reporting, Tax, QuickBooks, Customer Service, Tax Accounting, Small Business, Financial Analysis, Financial Accounting, Microsoft Excel, CPA, Income Tax, Partnership Taxation, Time Management, Internal Controls, Corporate Tax, GAAP, US GAAP, Finance, Sarbanes-Oxley Act, Tax Preparation, Microsoft Office, Events Coordination, Webinars, Presentation Skills, Training
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2012
MSA/MBA, Accounting/Business
Bucknell University 2000 — 2003
B.A. Mathematics, Mathematics/Philosophy/Physics
Pennsylvania State University
MGT 249; Small Business Management
Alicia Valentino Alicia Valentino's WTAS Experience August 2005 - May 2008
Job Owner & Image Consultant at CG Consulting
Industry Apparel & Fashion
Experience
CG Consulting January 2009 - Present
New Haven Fitness January 2009 - Present
The White Dress by The Shore January 2009 - February 2012
WTAS August 2005 - May 2008
NRI October 2002 - August 2005
Skills
Customer Service, Public Speaking, Marketing, Event Planning, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Strategic Planning, Employee Relations, Research, Team Building
Education
Bentley University 1991 — 1995
BS, Management, Human Resources & Psychology
Fashion Institute of Technology
CG Consulting January 2009 - Present
New Haven Fitness January 2009 - Present
The White Dress by The Shore January 2009 - February 2012
WTAS August 2005 - May 2008
NRI October 2002 - August 2005
Skills
Customer Service, Public Speaking, Marketing, Event Planning, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Strategic Planning, Employee Relations, Research, Team Building
Education
Bentley University 1991 — 1995
BS, Management, Human Resources & Psychology
Fashion Institute of Technology
Chrissy Kousin Chrissy Kousin's WTAS Experience January 2007 - July 2008
Job Senior Manager at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2014 - Present
Morgan Stanley Private Wealth Management July 2010 - September 2014
Blackstreet Capital Management June 2009 - August 2009
Overseas Private Investment Corporation February 2009 - May 2009
WTAS January 2007 - July 2008
WTAS January 2005 - January 2007
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Finance
Andersen Tax September 2014 - Present
Morgan Stanley Private Wealth Management July 2010 - September 2014
Blackstreet Capital Management June 2009 - August 2009
Overseas Private Investment Corporation February 2009 - May 2009
WTAS January 2007 - July 2008
WTAS January 2005 - January 2007
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Finance
Chris Carrier, CPA Chris Carrier, CPA's WTAS Experience July 2012 - December 2013
Job Tax Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
WTAS July 2012 - December 2013
WTAS June 2011 - August 2011
Skills
Excel, Word, Tax Preparation, Microsoft Word, CPA, Tax Accounting, Microsoft Excel, Tax Research, Partnership Taxation, Auditing, ProSystem fx Tax, Tax, Income Tax, Tax Returns, SEC filings, Corporate Tax, Accounting, International Tax..., GAAP, Financial Accounting, Financial Analysis
Education
USC Marshall School of Business 2011 — 2012
Masters in Business Taxation, Accounting
Brigham Young University 2004 — 2011
Bachelors of Science, Accounting
McGladrey December 2013 - Present
WTAS July 2012 - December 2013
WTAS June 2011 - August 2011
Skills
Excel, Word, Tax Preparation, Microsoft Word, CPA, Tax Accounting, Microsoft Excel, Tax Research, Partnership Taxation, Auditing, ProSystem fx Tax, Tax, Income Tax, Tax Returns, SEC filings, Corporate Tax, Accounting, International Tax..., GAAP, Financial Accounting, Financial Analysis
Education
USC Marshall School of Business 2011 — 2012
Masters in Business Taxation, Accounting
Brigham Young University 2004 — 2011
Bachelors of Science, Accounting
Irene Haiying's WTAS Experience January 2009 - October 2010
Job Tax Manager at Deloitte
Industry Accounting
Experience
Deloitte November 2010 - Present
WTAS January 2009 - October 2010
Skills
Income Tax, Accounting, Tax Research, Tax Law, Due Diligence, Tax Accounting, CPA, Private Equity, Tax Advisory, Tax Preparation, Financial Reporting, Financial Analysis, Partnership Taxation, Financial Accounting
Education
Baruch College, City University of New York (CUNY)
Master of Science (MS), Accountancy
Deloitte November 2010 - Present
WTAS January 2009 - October 2010
Skills
Income Tax, Accounting, Tax Research, Tax Law, Due Diligence, Tax Accounting, CPA, Private Equity, Tax Advisory, Tax Preparation, Financial Reporting, Financial Analysis, Partnership Taxation, Financial Accounting
Education
Baruch College, City University of New York (CUNY)
Master of Science (MS), Accountancy
Karen Lau Beznicki's WTAS Experience August 2009 - August 2012
Job Senior Consultant at Deloitte Tax LLP; JD, Tax LLM
Industry Law Practice
Experience
Deloitte July 2013 - Present
Holland & Knight LLP September 2012 - January 2013
WTAS August 2009 - August 2012
Withersworldwide September 2008 - August 2009
Withersworldwide June 2007 - August 2007
Marvel Entertainment 2006 - 2007
United States Attorney's Office 2006 - 2006
Skills
High Net Worth..., Tax, Tax Law, International Tax..., Estate Tax Planning, Trusts, Private Foundations, Partnership Taxation, Estate Planning, Mergers & Acquisitions, Legal Research, Tax Research, International Tax, Tax Advisory
Education
Georgetown University Law Center 2012 — 2013
Master of Laws (LL.M), Taxation
Fordham University School of Law 2005 — 2008
J.D., Law
Cornell University 2001 — 2005
B.A., Sociology
The London School of Economics and Political Science (LSE) 2003 — 2004
Study Abroad
Deloitte July 2013 - Present
Holland & Knight LLP September 2012 - January 2013
WTAS August 2009 - August 2012
Withersworldwide September 2008 - August 2009
Withersworldwide June 2007 - August 2007
Marvel Entertainment 2006 - 2007
United States Attorney's Office 2006 - 2006
Skills
High Net Worth..., Tax, Tax Law, International Tax..., Estate Tax Planning, Trusts, Private Foundations, Partnership Taxation, Estate Planning, Mergers & Acquisitions, Legal Research, Tax Research, International Tax, Tax Advisory
Education
Georgetown University Law Center 2012 — 2013
Master of Laws (LL.M), Taxation
Fordham University School of Law 2005 — 2008
J.D., Law
Cornell University 2001 — 2005
B.A., Sociology
The London School of Economics and Political Science (LSE) 2003 — 2004
Study Abroad
Eric DiFiore Eric DiFiore's WTAS Experience January 2005 - April 2008
Job Investment Management Compliance at MetLife
Industry Financial Services
Experience
MetLife June 2014 - Present
Hartford Investment Management February 2013 - May 2014
Conning Asset Management December 2009 - January 2013
Diageo North America August 2012 - August 2012
UBS- Global Wealth Management & Business Banking June 2008 - March 2009
WTAS January 2005 - April 2008
Skills
Bloomberg, Risk Management, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Legal Research, Legal Compliance, Legal Writing, Finance, Auditing, Financial Risk, Analysis, Financial Analysis, Investments
Education
The University of Connecticut School of Law 2009 — 2013
Juris Doctorate, Law
The University of Connecticut School of Business 2010 — 2013
MBA, International Business
Fordham University 2005 — 2009
Bachelor of Arts, Economics
University of Malta 2007 — 2007
European Economics
East Catholic 2001 — 2005
High School Diploma
MetLife June 2014 - Present
Hartford Investment Management February 2013 - May 2014
Conning Asset Management December 2009 - January 2013
Diageo North America August 2012 - August 2012
UBS- Global Wealth Management & Business Banking June 2008 - March 2009
WTAS January 2005 - April 2008
Skills
Bloomberg, Risk Management, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Legal Research, Legal Compliance, Legal Writing, Finance, Auditing, Financial Risk, Analysis, Financial Analysis, Investments
Education
The University of Connecticut School of Law 2009 — 2013
Juris Doctorate, Law
The University of Connecticut School of Business 2010 — 2013
MBA, International Business
Fordham University 2005 — 2009
Bachelor of Arts, Economics
University of Malta 2007 — 2007
European Economics
East Catholic 2001 — 2005
High School Diploma
Arianna Faucetta Arianna Faucetta's WTAS Experience August 2005 - March 2009
Job Associate at Withersworldwide
Industry Law Practice
Experience
Withersworldwide January 2011 - Present
Goldman Sachs March 2009 - January 2011
WTAS August 2005 - March 2009
Skills
Estate Planning, Tax, Estate Tax Planning, High Net Worth..., Trusts, Investments, Private Equity, Wealth Management..., Wealth Management, Hedge Funds, Income Tax, Legal Research, Tax Law, Strategic Financial..., Alternative Investments
Education
Columbia University in the City of New York 1998 — 2002
B.A., Economics
St. John's University - School of Law
J.D., Law
Withersworldwide January 2011 - Present
Goldman Sachs March 2009 - January 2011
WTAS August 2005 - March 2009
Skills
Estate Planning, Tax, Estate Tax Planning, High Net Worth..., Trusts, Investments, Private Equity, Wealth Management..., Wealth Management, Hedge Funds, Income Tax, Legal Research, Tax Law, Strategic Financial..., Alternative Investments
Education
Columbia University in the City of New York 1998 — 2002
B.A., Economics
St. John's University - School of Law
J.D., Law
Piero Wemyss Piero Wemyss's WTAS Experience 2003 - 2004
Job Loan Consultant at Farmers & Merchants Bank NMLSR ID 482940
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Kierstan Brown Turner, CPA Kierstan Brown Turner, CPA's WTAS Experience February 2004 - May 2011
Job .
Industry Accounting
Experience
WTAS February 2004 - May 2011
PriceWatehouseCoopers 2001 - 2004
Kaiser Permanente August 1998 - September 2001
Kaiser Permanente 1997 - 2001
MBNA January 1995 - December 1996
Education
American University - Kogod School of Business 2001 — 2002
MST, Taxation
Delaware State University 1992 — 1994
BS Accounting, Accounting
WTAS February 2004 - May 2011
PriceWatehouseCoopers 2001 - 2004
Kaiser Permanente August 1998 - September 2001
Kaiser Permanente 1997 - 2001
MBNA January 1995 - December 1996
Education
American University - Kogod School of Business 2001 — 2002
MST, Taxation
Delaware State University 1992 — 1994
BS Accounting, Accounting
Todd Mazzeo's WTAS Experience May 2008 - January 2011
Job Managing Director @ KPMG
Industry Accounting
Experience
KPMG US September 2013 - Present
Ernst & Young January 2011 - September 2013
WTAS May 2008 - January 2011
PricewaterhouseCoopers July 2000 - May 2008
Skills
Tax Credits, Tax Deductions, Tax, International Tax, Tax Research, Corporate Tax, US Tax, Big 4, Corporate Tax Planning, Tax Accounting, Partnership Taxation, Income Tax, Financial Reporting, CPA, Auditing, Accounting
Education
Bryant University 1996 — 2000
B.S., Finance
KPMG US September 2013 - Present
Ernst & Young January 2011 - September 2013
WTAS May 2008 - January 2011
PricewaterhouseCoopers July 2000 - May 2008
Skills
Tax Credits, Tax Deductions, Tax, International Tax, Tax Research, Corporate Tax, US Tax, Big 4, Corporate Tax Planning, Tax Accounting, Partnership Taxation, Income Tax, Financial Reporting, CPA, Auditing, Accounting
Education
Bryant University 1996 — 2000
B.S., Finance
Alan Galuska Alan Galuska's WTAS Experience January 2005 - May 2012
Job Help Desk Support Specialist at MacAndrews & Forbes
Industry Venture Capital & Private Equity
Experience
MacAndrews & Forbes January 2014 - March 2014
DaVinciTek December 2013 - January 2014
WTAS January 2005 - May 2012
Omni Office Systems January 1999 - April 2001
Skills
Microsoft Office, Due Diligence, Windows Administration, Active Directory, Websense Administration, HP Server Deployment, HP Printer Configuration, Help Desk Support, Mobile Device Management, Microsoft Server Support, Microsoft Exchange..., Backup & Restore, Desktop Imaging, Network Administration, Microsoft Exchange, System Administration, Networking, Norton Ghost, Backup Exec, Windows, Microsoft Technologies, VMware, Disaster Recovery, Accounting, Management
Education
DeVry University 1997 — 1999
Associate, Computer Sciance
MacAndrews & Forbes January 2014 - March 2014
DaVinciTek December 2013 - January 2014
WTAS January 2005 - May 2012
Omni Office Systems January 1999 - April 2001
Skills
Microsoft Office, Due Diligence, Windows Administration, Active Directory, Websense Administration, HP Server Deployment, HP Printer Configuration, Help Desk Support, Mobile Device Management, Microsoft Server Support, Microsoft Exchange..., Backup & Restore, Desktop Imaging, Network Administration, Microsoft Exchange, System Administration, Networking, Norton Ghost, Backup Exec, Windows, Microsoft Technologies, VMware, Disaster Recovery, Accounting, Management
Education
DeVry University 1997 — 1999
Associate, Computer Sciance
Paul Blinder Paul Blinder's WTAS Experience January 2012 - June 2014
Job Senior Associate at CNM LLP
Industry Accounting
Experience
CNM LLP June 2014 - Present
WTAS January 2012 - June 2014
The Walt Disney Company December 2010 - May 2011
H&R Block August 2009 - November 2010
Skills
Income Tax, Corporate Tax, Tax Research, International Tax
Education
California State University-Dominguez Hills 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
California State University-Northridge 2006 — 2009
Bachelor of Arts (B.A.), Psychology
CNM LLP June 2014 - Present
WTAS January 2012 - June 2014
The Walt Disney Company December 2010 - May 2011
H&R Block August 2009 - November 2010
Skills
Income Tax, Corporate Tax, Tax Research, International Tax
Education
California State University-Dominguez Hills 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
California State University-Northridge 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Jennifer Bolding Jennifer Bolding's WTAS Experience March 2008 - October 2008
Job Executive Director Human Resources at ReachLocal
Industry Human Resources
Experience
ReachLocal December 2008 - Present
WTAS March 2008 - October 2008
24 Hour Fitness December 1999 - December 2007
Speedo December 1998 - December 1999
Barneys New York March 1994 - December 1998
Skills
Recruiting, Human Resources, Talent Management, Talent Acquisition, Onboarding, Employee Relations, Applicant Tracking..., Leadership, Personnel Management, Executive Coaching, Employee Engagement, Deferred Compensation, HRIS, Benefits Administration, Career Development, Cold Calling, Employee Benefits, College Recruiting, Social Media Marketing, Management
Education
Boston University - School of Management 1991 — 1993
MBA
University of California, Los Angeles 1980 — 1984
BA, Art History
ReachLocal December 2008 - Present
WTAS March 2008 - October 2008
24 Hour Fitness December 1999 - December 2007
Speedo December 1998 - December 1999
Barneys New York March 1994 - December 1998
Skills
Recruiting, Human Resources, Talent Management, Talent Acquisition, Onboarding, Employee Relations, Applicant Tracking..., Leadership, Personnel Management, Executive Coaching, Employee Engagement, Deferred Compensation, HRIS, Benefits Administration, Career Development, Cold Calling, Employee Benefits, College Recruiting, Social Media Marketing, Management
Education
Boston University - School of Management 1991 — 1993
MBA
University of California, Los Angeles 1980 — 1984
BA, Art History
Naman Trivedi Naman Trivedi's WTAS Experience 2008 - 2013
Job CEO at Supporting Strategies NYC
Industry Accounting
Experience
Supporting Strategies - NYC 2013 - Present
WTAS 2008 - 2013
D'Alessio & Tocci, LLP 2006 - 2008
Digital Output Corporation 2003 - 2006
New York Style 1998 - 2003
Digital Output Corproation 1996 - 2003
Skills
Accounting, Financial Reporting, Tax, Auditing, General Ledger, Financial Accounting, Internal Controls, QuickBooks, Account Reconciliation, GAAP, Financial Analysis, Accounts Payable, Entrepreneurship, Bookkeeping, Financial Statements, CPA, Management
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
Bachelor of Science (BS), Accounting
Supporting Strategies - NYC 2013 - Present
WTAS 2008 - 2013
D'Alessio & Tocci, LLP 2006 - 2008
Digital Output Corporation 2003 - 2006
New York Style 1998 - 2003
Digital Output Corproation 1996 - 2003
Skills
Accounting, Financial Reporting, Tax, Auditing, General Ledger, Financial Accounting, Internal Controls, QuickBooks, Account Reconciliation, GAAP, Financial Analysis, Accounts Payable, Entrepreneurship, Bookkeeping, Financial Statements, CPA, Management
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
Bachelor of Science (BS), Accounting
Joyce Feuille's WTAS Experience August 2013 - August 2014
Job Senior Tax Associate at Andersen Tax; Attorney
Industry Law Practice
Experience
Andersen Tax July 2015 - Present
Andersen Tax September 2014 - June 2015
WTAS August 2013 - August 2014
WTAS January 2013 - April 2013
US Department of Health and Human Services May 2012 - January 2013
EveryChild June 2011 - July 2011
Skills
Research, Editing, Non-profits, PowerPoint, Microsoft Office, Microsoft Excel, Proposal Writing, Nonprofits, Legal Research
Education
University of San Francisco School of Law 2010 — 2013
J.D., Law
Cornell University 2000 — 2004
B.A, Archaeology major
Westridge School 1996 — 2000
Flintridge Preparatory School 1994 — 1996
Campbell Hall School 1987 — 1994
Andersen Tax July 2015 - Present
Andersen Tax September 2014 - June 2015
WTAS August 2013 - August 2014
WTAS January 2013 - April 2013
US Department of Health and Human Services May 2012 - January 2013
EveryChild June 2011 - July 2011
Skills
Research, Editing, Non-profits, PowerPoint, Microsoft Office, Microsoft Excel, Proposal Writing, Nonprofits, Legal Research
Education
University of San Francisco School of Law 2010 — 2013
J.D., Law
Cornell University 2000 — 2004
B.A, Archaeology major
Westridge School 1996 — 2000
Flintridge Preparatory School 1994 — 1996
Campbell Hall School 1987 — 1994
Rachel F. Efthemes, CPA, MST's WTAS Experience December 2007 - September 2010
Job Tax Manager | Private Client Services | WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP November 2014 - Present
WeiserMazars LLP November 2011 - November 2014
WTAS December 2007 - September 2010
Skills
Tax, Accounting, CPA, Superior Client Service, Tax Accounting, Tax Research, Tax Preparation, Income Tax, Partnership Taxation, Client Services, Account Management, Tax Law, Financial Accounting
Education
Fairleigh Dickinson University 2012 — 2015
Master's Degree, Taxation
Kutztown University of Pennsylvania 2007 — 2009
Bachelor of Science (B.S.), Accounting
Northampton Community College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
WeiserMazars LLP November 2014 - Present
WeiserMazars LLP November 2011 - November 2014
WTAS December 2007 - September 2010
Skills
Tax, Accounting, CPA, Superior Client Service, Tax Accounting, Tax Research, Tax Preparation, Income Tax, Partnership Taxation, Client Services, Account Management, Tax Law, Financial Accounting
Education
Fairleigh Dickinson University 2012 — 2015
Master's Degree, Taxation
Kutztown University of Pennsylvania 2007 — 2009
Bachelor of Science (B.S.), Accounting
Northampton Community College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Julie Nicolai Kokes Julie Nicolai Kokes's WTAS Experience July 2002 - August 2003
Job Senior Software Consultant
Industry Information Technology and Services
Experience
Wolters Kluwer Tax & Accounting US March 2015 - Present
Realize CPA, LLP February 2013 - March 2015
CCH, a Wolters Kluwer business November 2006 - February 2013
Nicolai Accounting Consultants January 2006 - December 2012
California State University, Fullerton August 2006 - February 2007
RSM McGladrey September 2004 - January 2006
Deloitte. 2003 - 2004
WTAS July 2002 - August 2003
Andersen December 2000 - July 2002
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MS, Accounting
University of California, Davis
BA, Economics
Wolters Kluwer Tax & Accounting US March 2015 - Present
Realize CPA, LLP February 2013 - March 2015
CCH, a Wolters Kluwer business November 2006 - February 2013
Nicolai Accounting Consultants January 2006 - December 2012
California State University, Fullerton August 2006 - February 2007
RSM McGladrey September 2004 - January 2006
Deloitte. 2003 - 2004
WTAS July 2002 - August 2003
Andersen December 2000 - July 2002
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MS, Accounting
University of California, Davis
BA, Economics
Shirley Chan, CPA Shirley Chan, CPA's WTAS Experience January 2014 - May 2014
Job Financial Service Tax at EY
Industry Accounting
Experience
EY November 2014 - Present
PwC July 2014 - October 2014
WTAS January 2014 - May 2014
Ernst & Young June 2013 - August 2013
PwC January 2013 - April 2013
New York City Interscholastics Mathematics League May 2012 - January 2013
Golden Key International Honour Society June 2012 - December 2012
Goldman Sachs June 2011 - December 2012
Centro Properties Group January 2011 - June 2011
Park IP Translations September 2010 - January 2011
Skills
Tax, Accounting, Microsoft Excel, Adobe Acrobat, Outlook, PowerPoint, Problem Solving, Customer Service, Microsoft Word, Microsoft Office, Access
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor, Business Administrator; Accounting
Francis Lewis High School 2005 — 2009
EY November 2014 - Present
PwC July 2014 - October 2014
WTAS January 2014 - May 2014
Ernst & Young June 2013 - August 2013
PwC January 2013 - April 2013
New York City Interscholastics Mathematics League May 2012 - January 2013
Golden Key International Honour Society June 2012 - December 2012
Goldman Sachs June 2011 - December 2012
Centro Properties Group January 2011 - June 2011
Park IP Translations September 2010 - January 2011
Skills
Tax, Accounting, Microsoft Excel, Adobe Acrobat, Outlook, PowerPoint, Problem Solving, Customer Service, Microsoft Word, Microsoft Office, Access
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor, Business Administrator; Accounting
Francis Lewis High School 2005 — 2009
John Schneider John Schneider's WTAS Experience February 2009 - April 2011
Job Experienced State & Local Tax Professional
Industry Accounting
Experience
Aramark March 2014 - Present
ProjectECHO July 2014 - Present
KPMG April 2011 - March 2014
WTAS February 2009 - April 2011
Coca-Cola Enterprises June 2000 - February 2009
Arthur Andersen & Co. July 1997 - June 2000
California State Board of Equalization 1993 - 1997
Skills
Tax, Tax Research, Sales Tax, Property Tax, Sales & Use Tax, Tax Advisory, CPA, State Tax, Tax Returns, Merger, Real Estate Transfer Tax, Unclaimed Property, Indirect Taxation, Auditing, FAS 5, Business Valuation, Tax Credits, Accounting, Financial Accounting, Use Tax, Property, Financial Reporting, QuickBooks, Trusts, Fixed Assets, FIN 48, Big 4, Due Diligence, General Ledger, Mergers, US Tax, Tax Audit Representation, State Tax Planning
Education
California State University-Northridge 1991 — 1993
BS, Busines Administration - Finance/Accounting
Las Vegas High School 1984 — 1987
Aramark March 2014 - Present
ProjectECHO July 2014 - Present
KPMG April 2011 - March 2014
WTAS February 2009 - April 2011
Coca-Cola Enterprises June 2000 - February 2009
Arthur Andersen & Co. July 1997 - June 2000
California State Board of Equalization 1993 - 1997
Skills
Tax, Tax Research, Sales Tax, Property Tax, Sales & Use Tax, Tax Advisory, CPA, State Tax, Tax Returns, Merger, Real Estate Transfer Tax, Unclaimed Property, Indirect Taxation, Auditing, FAS 5, Business Valuation, Tax Credits, Accounting, Financial Accounting, Use Tax, Property, Financial Reporting, QuickBooks, Trusts, Fixed Assets, FIN 48, Big 4, Due Diligence, General Ledger, Mergers, US Tax, Tax Audit Representation, State Tax Planning
Education
California State University-Northridge 1991 — 1993
BS, Busines Administration - Finance/Accounting
Las Vegas High School 1984 — 1987
Janine Bisharat's WTAS Experience May 2007 - May 2011
Job Principal at Karuna Advisors
Industry Financial Services
Experience
Karuna Advisors LLC May 2011 - Present
WTAS May 2007 - May 2011
Bisharat Personal CFO services 2001 - 2010
Frank, Rimerman + Co. LLP February 2005 - April 2007
Skills
Venture Capital, Tax, Business Valuation, Estate Planning, Accounting, CPA, Finance, Start-ups, Private Equity, Corporate Tax
Education
California State University-Chico 1976 — 1981
Bachelor of Science, Accounting
Karuna Advisors LLC May 2011 - Present
WTAS May 2007 - May 2011
Bisharat Personal CFO services 2001 - 2010
Frank, Rimerman + Co. LLP February 2005 - April 2007
Skills
Venture Capital, Tax, Business Valuation, Estate Planning, Accounting, CPA, Finance, Start-ups, Private Equity, Corporate Tax
Education
California State University-Chico 1976 — 1981
Bachelor of Science, Accounting
Matt Bos Matt Bos's WTAS Experience August 2008 - October 2009
Job Product Management
Industry Marketing and Advertising
Experience
Lifescript April 2014 - Present
GoSignMeUp September 2012 - December 2013
Hulp June 2012 - February 2013
Property Solutions International Inc. March 2012 - June 2012
Property Solutions International Inc. May 2011 - March 2012
Property Solutions International Inc. June 2010 - May 2011
Property Solutions International Inc. February 2010 - May 2011
WTAS August 2008 - October 2009
Skills
Finance, Financial Analysis, Business Development, Business Strategy, Strategic Planning, Project Management, Forecasting, Business Planning, Leadership, Account Management, Software Implementation, Product Management, Business Valuation, SaaS, Management, Consulting, Data Analysis, Team Leadership, Market Research, Competitive Analysis, Marketing, Salesforce.com, Analytics, Analysis, CRM, Lead Generation
Education
Brigham Young University 2001 — 2007
BS, Finance
Lifescript April 2014 - Present
GoSignMeUp September 2012 - December 2013
Hulp June 2012 - February 2013
Property Solutions International Inc. March 2012 - June 2012
Property Solutions International Inc. May 2011 - March 2012
Property Solutions International Inc. June 2010 - May 2011
Property Solutions International Inc. February 2010 - May 2011
WTAS August 2008 - October 2009
Skills
Finance, Financial Analysis, Business Development, Business Strategy, Strategic Planning, Project Management, Forecasting, Business Planning, Leadership, Account Management, Software Implementation, Product Management, Business Valuation, SaaS, Management, Consulting, Data Analysis, Team Leadership, Market Research, Competitive Analysis, Marketing, Salesforce.com, Analytics, Analysis, CRM, Lead Generation
Education
Brigham Young University 2001 — 2007
BS, Finance
Jackie Millar Jackie Millar's WTAS Experience January 2007 - Present
Job Director at WTAS
Industry Accounting
Experience
WTAS January 2007 - Present
RSM McGladrey January 2004 - January 2007
Skills
Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Returns, High Net Worth..., Tax Research, Tax Accounting, Trusts
Education
Fairfield University 1999 — 2003
Bachelor's of Science, Accounting
WTAS January 2007 - Present
RSM McGladrey January 2004 - January 2007
Skills
Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Returns, High Net Worth..., Tax Research, Tax Accounting, Trusts
Education
Fairfield University 1999 — 2003
Bachelor's of Science, Accounting
Naomi Shayer Naomi Shayer's WTAS Experience January 2010 - April 2011
Job CPA Consulting
Industry Accounting
Experience
Front Range Community College January 2014 - Present
NS Consulting June 2012 - Present
Cahill, O'Kelly & Associates, PC December 2011 - July 2012
WTAS January 2010 - April 2011
Wilshire Associates August 2007 - December 2009
KPMG July 2005 - May 2007
Skills
Tax, Partnership Taxation, CPA, Tax Accounting, GAAP, Accounting, Financial Analysis, Financial Reporting, Tax Research, Corporate Tax, Due Diligence, Financial Accounting, Alternative Investments, Financial Modeling
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBT, Masters in Business Taxation
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Accountancy
Front Range Community College January 2014 - Present
NS Consulting June 2012 - Present
Cahill, O'Kelly & Associates, PC December 2011 - July 2012
WTAS January 2010 - April 2011
Wilshire Associates August 2007 - December 2009
KPMG July 2005 - May 2007
Skills
Tax, Partnership Taxation, CPA, Tax Accounting, GAAP, Accounting, Financial Analysis, Financial Reporting, Tax Research, Corporate Tax, Due Diligence, Financial Accounting, Alternative Investments, Financial Modeling
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBT, Masters in Business Taxation
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Accountancy
Jay Shelley's WTAS Experience August 2010 - May 2011
Job Product Manager at Jive Communications, Inc
Industry Telecommunications
Experience
Jive Communications, Inc January 2014 - Present
B-Stock Solutions June 2012 - January 2014
B-Stock Solutions May 2011 - June 2012
WTAS August 2010 - May 2011
Brigham Young University August 2009 - October 2010
Jackrabbit Systems April 2010 - August 2010
KickStart Seed Fund February 2010 - April 2010
WTAS (Wealth & Tax Advisory Services) June 2009 - August 2009
Carroll & Company April 2006 - May 2008
Skills
QuickBooks, Microsoft Excel, Bookkeeping, Income Tax, Payroll, Financial Planners, Data Analysis, SEO, Web Analytics, Google Analytics, Omniture, Payroll Taxes, Accounting, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Financial Modeling
Education
Brigham Young University 2008 — 2010
Master of Science, Accounting
Brigham Young University 2004 — 2009
Bachelor of Science, Accounting
Brigham Young University - Hawaii 2005 — 2005
Jive Communications, Inc January 2014 - Present
B-Stock Solutions June 2012 - January 2014
B-Stock Solutions May 2011 - June 2012
WTAS August 2010 - May 2011
Brigham Young University August 2009 - October 2010
Jackrabbit Systems April 2010 - August 2010
KickStart Seed Fund February 2010 - April 2010
WTAS (Wealth & Tax Advisory Services) June 2009 - August 2009
Carroll & Company April 2006 - May 2008
Skills
QuickBooks, Microsoft Excel, Bookkeeping, Income Tax, Payroll, Financial Planners, Data Analysis, SEO, Web Analytics, Google Analytics, Omniture, Payroll Taxes, Accounting, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Financial Modeling
Education
Brigham Young University 2008 — 2010
Master of Science, Accounting
Brigham Young University 2004 — 2009
Bachelor of Science, Accounting
Brigham Young University - Hawaii 2005 — 2005
Logan Gans, Esq., CPA Logan Gans, Esq., CPA's WTAS Experience 2010 - 2010
Job International Tax Attorney at Shutts & Bowen LLP
Industry Law Practice
Experience
Shutts & Bowen LLP January 2015 - Present
Deloitte Tax LLP February 2013 - December 2014
McGladrey LLP August 2011 - February 2013
WTAS 2010 - 2010
University of Florida 2009 - 2009
Eighth Judicial Circuit of Florida 2008 - 2008
Education
University of Florida - Fredric G. Levin College of Law 2007 — 2010
JD, Law
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSA, Accounting
Emory University 2003 — 2007
BA, Economics and History
Shutts & Bowen LLP January 2015 - Present
Deloitte Tax LLP February 2013 - December 2014
McGladrey LLP August 2011 - February 2013
WTAS 2010 - 2010
University of Florida 2009 - 2009
Eighth Judicial Circuit of Florida 2008 - 2008
Education
University of Florida - Fredric G. Levin College of Law 2007 — 2010
JD, Law
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSA, Accounting
Emory University 2003 — 2007
BA, Economics and History
Douglas Lightman Douglas Lightman's WTAS Experience 2006 - 2008
Job Founder and principal attorney at Lightman Law Firm LLC
Industry Law Practice
Experience
Lightman Law Firm LLC August 2007 - Present
WTAS 2006 - 2008
US Trust 2004 - 2006
Skills
Visas, Citizenship, Immigration Law, Immigration, H-1B, Immigration Issues, E-2, U.S. Immigration, Naturalization, Consular Processing, L-1, Adjustment Of Status, Attorneys, Waivers, Corporate Law, Legal Writing, O-1, Legal Research, Legal Assistance, Appeals, Courts, Wills
Education
Brooklyn Law School 2001 — 2004
Juris Doctorate, Law
University of Maryland College Park 1996 — 2000
BA, International Relations
Lightman Law Firm LLC August 2007 - Present
WTAS 2006 - 2008
US Trust 2004 - 2006
Skills
Visas, Citizenship, Immigration Law, Immigration, H-1B, Immigration Issues, E-2, U.S. Immigration, Naturalization, Consular Processing, L-1, Adjustment Of Status, Attorneys, Waivers, Corporate Law, Legal Writing, O-1, Legal Research, Legal Assistance, Appeals, Courts, Wills
Education
Brooklyn Law School 2001 — 2004
Juris Doctorate, Law
University of Maryland College Park 1996 — 2000
BA, International Relations
Ben Kauffman's WTAS Experience August 2009 - October 2013
Job Manager at EY
Industry Accounting
Experience
EY October 2013 - Present
WTAS August 2009 - October 2013
WTAS May 2008 - August 2008
Skills
Tax, Income Tax, CPA, Tax Accounting, Tax Preparation, Corporate Tax, Accounting, Tax Advisory, Tax Returns, Finance, Tax Research, Trusts, High Net Worth..., Partnership Taxation, Personal Tax Planning, Estate Tax Planning, Private Client Services, US Tax, CFP, Certified Financial..., Personal Financial...
Education
Florida State University - College of Business 2008 — 2009
Masters of Accounting, Taxation
Florida State University - College of Business 2005 — 2008
Bachelors of Science, Accounting and Finance
EY October 2013 - Present
WTAS August 2009 - October 2013
WTAS May 2008 - August 2008
Skills
Tax, Income Tax, CPA, Tax Accounting, Tax Preparation, Corporate Tax, Accounting, Tax Advisory, Tax Returns, Finance, Tax Research, Trusts, High Net Worth..., Partnership Taxation, Personal Tax Planning, Estate Tax Planning, Private Client Services, US Tax, CFP, Certified Financial..., Personal Financial...
Education
Florida State University - College of Business 2008 — 2009
Masters of Accounting, Taxation
Florida State University - College of Business 2005 — 2008
Bachelors of Science, Accounting and Finance
Ana Colón Ana Colón's WTAS Experience September 2006 - June 2007
Job Administrative Assistant
Industry Nonprofit Organization Management
Experience
Atlantic Avenue Local Development Corporation December 2013 - Present
College of Mount Saint Vincent June 2010 - May 2013
College of Mount Saint Vincent January 2010 - May 2013
College of Mount Saint Vincent June 2010 - June 2012
Credit Suisse September 2008 - June 2009
JPMorgan Chase September 2007 - June 2008
WTAS September 2006 - June 2007
Museum of the City of New York June 2006 - December 2006
Simpson Thacher & Bartlett LLP September 2005 - June 2006
Skills
Microsoft Excel, SPSS, QuickBooks, Microsoft Office, Non-profit..., Customer Service, Office Administration, PowerPoint, Teamwork, Bilingual-English/Spanis..., Driving License, Early Childhood..., Research, Cash Handling Experience, Customer Satisfaction, Admissions Counseling, Higher Education, Phone Etiquette, Cashiering
Education
Stony Brook University 2014 — 2016
Master of Arts (M.A.), Higher Education/Higher Education Administration
College of Mount Saint Vincent 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Cristo Rey New York High School 2005 — 2009
High School Diploma
Atlantic Avenue Local Development Corporation December 2013 - Present
College of Mount Saint Vincent June 2010 - May 2013
College of Mount Saint Vincent January 2010 - May 2013
College of Mount Saint Vincent June 2010 - June 2012
Credit Suisse September 2008 - June 2009
JPMorgan Chase September 2007 - June 2008
WTAS September 2006 - June 2007
Museum of the City of New York June 2006 - December 2006
Simpson Thacher & Bartlett LLP September 2005 - June 2006
Skills
Microsoft Excel, SPSS, QuickBooks, Microsoft Office, Non-profit..., Customer Service, Office Administration, PowerPoint, Teamwork, Bilingual-English/Spanis..., Driving License, Early Childhood..., Research, Cash Handling Experience, Customer Satisfaction, Admissions Counseling, Higher Education, Phone Etiquette, Cashiering
Education
Stony Brook University 2014 — 2016
Master of Arts (M.A.), Higher Education/Higher Education Administration
College of Mount Saint Vincent 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Cristo Rey New York High School 2005 — 2009
High School Diploma
Keith Dolabson Keith Dolabson's WTAS Experience July 2002 - July 2012
Job Tax Partner at Gursey | Schneider LLP
Industry Accounting
Experience
Gursey Schneider LLP August 2012 - Present
WTAS July 2002 - July 2012
Arthur Andersen June 1985 - July 2002
Skills
Estate Tax Planning, High Net Worth..., Tax Research, Accounting, Tax Accounting, Financial Modeling, Tax Advisory, Income Tax, CPA, Tax, International Tax, Financial Accounting, Internal Audit, Restructuring, Forensic Accounting, SEC filings, Partnership Taxation, Tax Law, Trusts, GAAP, Corporate Tax, S Corporations, Auditing, Strategic Financial..., Tax Returns, Internal Controls, US GAAP, Tax Preparation, Big 4, Corporate Finance, Sarbanes-Oxley Act, Consolidation, Property Tax, VAT, Valuation, Cash Flow, LLC, Financial Reporting, Revenue Recognition, US Tax, IFRS, State Tax, Gift Tax, Financial Planners, IPO
Education
California State University-Northridge
Bachelor of Science (BS), Accounting
Gursey Schneider LLP August 2012 - Present
WTAS July 2002 - July 2012
Arthur Andersen June 1985 - July 2002
Skills
Estate Tax Planning, High Net Worth..., Tax Research, Accounting, Tax Accounting, Financial Modeling, Tax Advisory, Income Tax, CPA, Tax, International Tax, Financial Accounting, Internal Audit, Restructuring, Forensic Accounting, SEC filings, Partnership Taxation, Tax Law, Trusts, GAAP, Corporate Tax, S Corporations, Auditing, Strategic Financial..., Tax Returns, Internal Controls, US GAAP, Tax Preparation, Big 4, Corporate Finance, Sarbanes-Oxley Act, Consolidation, Property Tax, VAT, Valuation, Cash Flow, LLC, Financial Reporting, Revenue Recognition, US Tax, IFRS, State Tax, Gift Tax, Financial Planners, IPO
Education
California State University-Northridge
Bachelor of Science (BS), Accounting
Freedman Wang Freedman Wang's WTAS Experience June 2014 - Present
Job Tax Intern at WTAS
Industry Financial Services
Experience
WTAS June 2014 - Present
Freelance Graphic Designer June 2012 - Present
UBS Wealth Management October 2012 - August 2013
ClubbingSHANGHAI June 2012 - September 2012
Arts & Charity Extravaganza September 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Access, Photoshop, Teamwork, Customer Service, Research, English, Illustrator, InDesign, Visual Basic
Education
Fordham University 2011 — 2015
Bachelor's of Science, GPA: 3.87
Shanghai Highschool Int'l Division 2006 — 2011
Highschool
WTAS June 2014 - Present
Freelance Graphic Designer June 2012 - Present
UBS Wealth Management October 2012 - August 2013
ClubbingSHANGHAI June 2012 - September 2012
Arts & Charity Extravaganza September 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Access, Photoshop, Teamwork, Customer Service, Research, English, Illustrator, InDesign, Visual Basic
Education
Fordham University 2011 — 2015
Bachelor's of Science, GPA: 3.87
Shanghai Highschool Int'l Division 2006 — 2011
Highschool
Eric Pinto Eric Pinto's WTAS Experience January 2006 - December 2010
Job Tax Director at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC January 2011 - June 2015
WTAS January 2006 - December 2010
WTAS January 2004 - December 2005
Skills
Private Companies, High Net Worth..., Tax-planning, Taxations, Teaching, Community Service, Tax Accounting, Tax Research, Tax, US Tax, Corporate Tax, International Tax, Partnership Taxation, FIN 48, Accounting, Auditing, CPA, Income Tax
Education
Florida Atlantic University 2006 — 2007
Master of Taxation
Northeastern University 2002 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Vanguard High School 1998 — 2002
High School
PwC July 2015 - Present
PwC January 2011 - June 2015
WTAS January 2006 - December 2010
WTAS January 2004 - December 2005
Skills
Private Companies, High Net Worth..., Tax-planning, Taxations, Teaching, Community Service, Tax Accounting, Tax Research, Tax, US Tax, Corporate Tax, International Tax, Partnership Taxation, FIN 48, Accounting, Auditing, CPA, Income Tax
Education
Florida Atlantic University 2006 — 2007
Master of Taxation
Northeastern University 2002 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Vanguard High School 1998 — 2002
High School
Debra (Bogdanoff) Marcus's WTAS Experience August 2010 - October 2010
Job Risk Management Specialist at Insurance Office of America
Industry Insurance
Experience
Insurance Office of America July 2015 - Present
Century Risk Advisors August 2014 - July 2015
Brown & Brown August 2013 - August 2014
Daszkal Bolton LLP June 2012 - August 2013
Steiner & Gelber CPA October 2010 - June 2012
WTAS August 2010 - October 2010
Skills
Insurance, Property & Casualty..., Commercial Insurance, Accounting, Bookkeeping, Tax Returns, Quickbooks
Education
Florida State University - College of Business
Accounting
Insurance Office of America July 2015 - Present
Century Risk Advisors August 2014 - July 2015
Brown & Brown August 2013 - August 2014
Daszkal Bolton LLP June 2012 - August 2013
Steiner & Gelber CPA October 2010 - June 2012
WTAS August 2010 - October 2010
Skills
Insurance, Property & Casualty..., Commercial Insurance, Accounting, Bookkeeping, Tax Returns, Quickbooks
Education
Florida State University - College of Business
Accounting
Allison Buchanan, CPA's WTAS Experience May 2010 - July 2010
Job Manager, Benefits Administration at AutoNation
Industry Accounting
Experience
AutoNation September 2015 - Present
AutoNation August 2014 - August 2015
PwC September 2012 - July 2014
Florida State University August 2011 - August 2012
PwC June 2011 - August 2011
WTAS May 2010 - July 2010
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, Internal Controls, Assurance, Financial Analysis
Education
Florida State University 2011 — 2012
Masters, Accounting
Florida State University 2007 — 2011
Bachelors, Accounting
AutoNation September 2015 - Present
AutoNation August 2014 - August 2015
PwC September 2012 - July 2014
Florida State University August 2011 - August 2012
PwC June 2011 - August 2011
WTAS May 2010 - July 2010
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, Internal Controls, Assurance, Financial Analysis
Education
Florida State University 2011 — 2012
Masters, Accounting
Florida State University 2007 — 2011
Bachelors, Accounting
Gil Mitchell Gil Mitchell's WTAS Experience April 2009 - April 2013
Job Owner at Appraisal Source
Industry Accounting
Experience
Appraisal Source April 2013 - Present
WTAS April 2009 - April 2013
WTAS April 2009 - April 2013
American Society of Appraisers June 2009 - June 2012
Grant Thornton LLP March 2004 - May 2008
Moss Adams LLP 2003 - 2004
Arthur Andersen 1998 - 2002
Oregon Department of Revenue May 1993 - June 1997
Skills
Property Tax, Cost Segregation, Fixed Asset Management, Appraisals, Expert Witness, Valuation, Financial Analysis, Due Diligence, Mergers, Estate Tax Planning, Real Estate, Purchase Price..., Mergers & Acquisitions, Fixed Assets, Tax Accounting, Corporate Tax
Education
California State University-Chico 1987 — 1990
BS, Accounting and Finance
Appraisal Source April 2013 - Present
WTAS April 2009 - April 2013
WTAS April 2009 - April 2013
American Society of Appraisers June 2009 - June 2012
Grant Thornton LLP March 2004 - May 2008
Moss Adams LLP 2003 - 2004
Arthur Andersen 1998 - 2002
Oregon Department of Revenue May 1993 - June 1997
Skills
Property Tax, Cost Segregation, Fixed Asset Management, Appraisals, Expert Witness, Valuation, Financial Analysis, Due Diligence, Mergers, Estate Tax Planning, Real Estate, Purchase Price..., Mergers & Acquisitions, Fixed Assets, Tax Accounting, Corporate Tax
Education
California State University-Chico 1987 — 1990
BS, Accounting and Finance
Ray Thornson, CPA Ray Thornson, CPA's WTAS Experience 2009 - August 2014
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2014 - Present
WTAS 2009 - August 2014
WTAS 1999 - 2008
Arthur Andersen 1999 - 2002
KPMG 1997 - 1999
McDougal and Co. 1994 - 1996
Skills
Estate Planning, Options, High Net Worth..., Tax
Education
California State University-Sacramento 1989 — 1993
B.S., Business Administration
Andersen Tax September 2014 - Present
WTAS 2009 - August 2014
WTAS 1999 - 2008
Arthur Andersen 1999 - 2002
KPMG 1997 - 1999
McDougal and Co. 1994 - 1996
Skills
Estate Planning, Options, High Net Worth..., Tax
Education
California State University-Sacramento 1989 — 1993
B.S., Business Administration
Neal McFarland Neal McFarland's WTAS Experience January 2013 - December 2014
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
WTAS January 2013 - December 2014
WTAS June 2012 - August 2012
Vassar College September 2010 - June 2012
Skills
Income Tax, Tax Accounting, Writing, Research, ProSystem fx Tax, Anthropology
Education
Vassar College 2008 — 2012
Bachelor’s Degree, Anthropology
Facultad Latinoamericana de Ciencias Sociales 2010 — 2010
Universidad Politécnica Salesiana 2010 — 2010
Andersen Tax January 2015 - Present
WTAS January 2013 - December 2014
WTAS June 2012 - August 2012
Vassar College September 2010 - June 2012
Skills
Income Tax, Tax Accounting, Writing, Research, ProSystem fx Tax, Anthropology
Education
Vassar College 2008 — 2012
Bachelor’s Degree, Anthropology
Facultad Latinoamericana de Ciencias Sociales 2010 — 2010
Universidad Politécnica Salesiana 2010 — 2010
Keaton Godfrey Keaton Godfrey's WTAS Experience February 2012 - October 2013
Job Senior Financial Analyst at Greener Equity
Industry Financial Services
Experience
Greener Equity May 2014 - Present
E*TRADE Financial Corporation December 2013 - April 2014
WTAS February 2012 - October 2013
Beneficial Financial Group August 2011 - December 2011
WTAS June 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
Achieve LLC May 2010 - November 2010
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Highly detail oriented, Self-driven, Microsoft Excel, Collaboration, Oral & Written..., Problem Solving, PowerPoint, Portfolio Management, Fixed Income, DCF, Mergers & Acquisitions, Finance, Investments, Management, Accounting, Leadership, Financial Services, Equities, Due Diligence, Analysis, Corporate Finance, Public Speaking, Financial Planning, Strategic Planning, Customer Service, Data Analysis, Team Leadership, Financial Statements, Securities, Financial Accounting, Cash Flow, Financial Markets, Strategy, Asset Management, Forecasting, Options, Entrepreneurship, Business Strategy, Start-ups, Business Valuation, Budgets, Business Analysis
Education
Brigham Young University 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Utah State University - Jon M. Huntsman School of Business 2006 — 2007
Finance, General
Greener Equity May 2014 - Present
E*TRADE Financial Corporation December 2013 - April 2014
WTAS February 2012 - October 2013
Beneficial Financial Group August 2011 - December 2011
WTAS June 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
Achieve LLC May 2010 - November 2010
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Highly detail oriented, Self-driven, Microsoft Excel, Collaboration, Oral & Written..., Problem Solving, PowerPoint, Portfolio Management, Fixed Income, DCF, Mergers & Acquisitions, Finance, Investments, Management, Accounting, Leadership, Financial Services, Equities, Due Diligence, Analysis, Corporate Finance, Public Speaking, Financial Planning, Strategic Planning, Customer Service, Data Analysis, Team Leadership, Financial Statements, Securities, Financial Accounting, Cash Flow, Financial Markets, Strategy, Asset Management, Forecasting, Options, Entrepreneurship, Business Strategy, Start-ups, Business Valuation, Budgets, Business Analysis
Education
Brigham Young University 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Utah State University - Jon M. Huntsman School of Business 2006 — 2007
Finance, General
Alison Notter Alison Notter's WTAS Experience January 2010 - April 2010
Job AVP/SR Auditor
Industry Accounting
Experience
JPMorgan Chase & Co. August 2015 - Present
KPMG US October 2012 - May 2015
Fordham University September 2011 - December 2012
Dylewsky, Goldberg & Brenner, LLC January 2011 - April 2011
WTAS January 2010 - April 2010
Skills
Microsoft Office, Excel, Word
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Fairfield University 2006 — 2011
Bachelor of Science (BS), Accounting
JPMorgan Chase & Co. August 2015 - Present
KPMG US October 2012 - May 2015
Fordham University September 2011 - December 2012
Dylewsky, Goldberg & Brenner, LLC January 2011 - April 2011
WTAS January 2010 - April 2010
Skills
Microsoft Office, Excel, Word
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Fairfield University 2006 — 2011
Bachelor of Science (BS), Accounting
David Kokonas David Kokonas's WTAS Experience January 2012 - June 2014
Job Vice President of Finance at Harter Investment Strategies
Industry Venture Capital & Private Equity
Experience
Harter Investment Strategies July 2014 - Present
Veda Capital Partners LLC February 2009 - Present
WTAS January 2012 - June 2014
WTAS July 2010 - December 2011
Pfingsten Partners January 2010 - June 2010
KPMG January 2008 - October 2009
Arthur J. Gallagher & Co. June 2007 - December 2007
Education
DePaul University 2006 — 2010
B.S., Accountancy
DePaul University 2006 — 2010
B.S., Finance
Harter Investment Strategies July 2014 - Present
Veda Capital Partners LLC February 2009 - Present
WTAS January 2012 - June 2014
WTAS July 2010 - December 2011
Pfingsten Partners January 2010 - June 2010
KPMG January 2008 - October 2009
Arthur J. Gallagher & Co. June 2007 - December 2007
Education
DePaul University 2006 — 2010
B.S., Accountancy
DePaul University 2006 — 2010
B.S., Finance
Zack Hoffmann-Richards's WTAS Experience January 2008 - April 2008
Job Attorney/ Senior ERISA Investigator at U.S. Department of Labor, Employee Benefits Security Administration
Industry Law Practice
Experience
U.S. Department of Labor January 2011 - Present
U.S. Department of Labor April 2008 - January 2011
WTAS January 2008 - April 2008
LegalSource 2007 - 2008
LegalSource 2007 - 2008
Let Them Hear Foundation November 2005 - June 2007
Skills
ERISA, Employee Benefits, Pensions, Health, Legal Research, Due Diligence, Legal Writing, Investments, Non-profits, Westlaw, Corporate Law, Courts, Appeals, Legal Assistance, Civil Litigation, Public Policy, Legal Advice, Mediation, Legal Compliance, Securities Regulation, Legal Issues, Defined Benefit, Motions, Government, Analysis, Retirement, Lexis, Health Law, Research, Commercial Litigation, Policy, Administrative Law, Nonprofits
Education
Emory University School of Law 2004 — 2007
JD, Law
Stanford University 1999 — 2003
BA, American Studies with a focus on History and Society and a concentration in Race & Ethnicity
U.S. Department of Labor January 2011 - Present
U.S. Department of Labor April 2008 - January 2011
WTAS January 2008 - April 2008
LegalSource 2007 - 2008
LegalSource 2007 - 2008
Let Them Hear Foundation November 2005 - June 2007
Skills
ERISA, Employee Benefits, Pensions, Health, Legal Research, Due Diligence, Legal Writing, Investments, Non-profits, Westlaw, Corporate Law, Courts, Appeals, Legal Assistance, Civil Litigation, Public Policy, Legal Advice, Mediation, Legal Compliance, Securities Regulation, Legal Issues, Defined Benefit, Motions, Government, Analysis, Retirement, Lexis, Health Law, Research, Commercial Litigation, Policy, Administrative Law, Nonprofits
Education
Emory University School of Law 2004 — 2007
JD, Law
Stanford University 1999 — 2003
BA, American Studies with a focus on History and Society and a concentration in Race & Ethnicity
Alyssa Roti Alyssa Roti's WTAS Experience May 2012 - December 2012
Job Tax Staff at Thomas Howell Ferguson P.A.
Industry Accounting
Experience
Thomas Howell Ferguson P.A. January 2013 - Present
WTAS May 2012 - December 2012
CRCX November 2007 - August 2010
Page Turner Adventures November 2009 - May 2010
CEPAC January 2007 - January 2007
Oak Films, LLC October 2006 - December 2006
Education
Florida State University 2013 — 2013
Master of Taxation
Florida State University 2010 — 2012
Bachelor of Science
Palm Beach State College 2008 — 2010
Associate in Arts
G-Star School of the Arts 2005 — 2008
Diploma
Thomas Howell Ferguson P.A. January 2013 - Present
WTAS May 2012 - December 2012
CRCX November 2007 - August 2010
Page Turner Adventures November 2009 - May 2010
CEPAC January 2007 - January 2007
Oak Films, LLC October 2006 - December 2006
Education
Florida State University 2013 — 2013
Master of Taxation
Florida State University 2010 — 2012
Bachelor of Science
Palm Beach State College 2008 — 2010
Associate in Arts
G-Star School of the Arts 2005 — 2008
Diploma
Adam Keys Adam Keys's WTAS Experience April 2011 - June 2011
Job Product Manager
Industry E-Learning
Experience
Certiport - A Pearson VUE Business June 2015 - Present
SISEL International May 2014 - June 2015
Stadium Bowls LC May 2011 - February 2015
Citi July 2011 - December 2011
Cougar Vinyl September 2008 - September 2011
WTAS April 2011 - June 2011
Skills
Leadership, Product Management, Financial Analysis, Product Development, Management, Advertising, Strategy, Business Development, Business Planning, Marketing, Sales, Customer Service, Business Strategy, Online Advertising, Graphic Design, New Business Development, Public Speaking, Microsoft Office, Microsoft Excel, SEO, Entrepreneurship, Marketing Strategy, Strategic Planning, Social Media Marketing, Email Marketing, Digital Marketing
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management; Finance
Certiport - A Pearson VUE Business June 2015 - Present
SISEL International May 2014 - June 2015
Stadium Bowls LC May 2011 - February 2015
Citi July 2011 - December 2011
Cougar Vinyl September 2008 - September 2011
WTAS April 2011 - June 2011
Skills
Leadership, Product Management, Financial Analysis, Product Development, Management, Advertising, Strategy, Business Development, Business Planning, Marketing, Sales, Customer Service, Business Strategy, Online Advertising, Graphic Design, New Business Development, Public Speaking, Microsoft Office, Microsoft Excel, SEO, Entrepreneurship, Marketing Strategy, Strategic Planning, Social Media Marketing, Email Marketing, Digital Marketing
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management; Finance
Frank Corrado's WTAS Experience August 2006 - August 2009
Job Chief Operating Officer at Blue Blaze Financial Advisors
Industry Financial Services
Experience
Blue Blaze Financial Advisors, LLC June 2014 - Present
Lighthouse Financial Advisors May 2010 - June 2014
WTAS August 2006 - August 2009
Boston Red Sox April 2006 - October 2007
Boston College June 2005 - February 2006
Skills
Financial Planning, Tax, PowerPoint, Excel, Investments
Education
Boston College 2002 — 2006
Bachelor, Finance, Film
Blue Blaze Financial Advisors, LLC June 2014 - Present
Lighthouse Financial Advisors May 2010 - June 2014
WTAS August 2006 - August 2009
Boston Red Sox April 2006 - October 2007
Boston College June 2005 - February 2006
Skills
Financial Planning, Tax, PowerPoint, Excel, Investments
Education
Boston College 2002 — 2006
Bachelor, Finance, Film
Travis Slade Travis Slade's WTAS Experience August 2012 - August 2013
Job Tax Manager at Thomas Wirig Doll
Industry Financial Services
Experience
Thomas Wirig Doll February 2015 - Present
Peak Dentistry - SLO September 2013 - February 2015
WTAS August 2012 - August 2013
Capital Group May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Financial Accounting, Business Valuation, Corporate Finance, Due Diligence, Valuation, Strategic Financial..., Bloomberg, Finance, Investments, GAAP, Microsoft Excel, Financial Planning, Microsoft Office
Education
Brigham Young University 2008 — 2012
BS, Accounting
Thomas Wirig Doll February 2015 - Present
Peak Dentistry - SLO September 2013 - February 2015
WTAS August 2012 - August 2013
Capital Group May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Financial Accounting, Business Valuation, Corporate Finance, Due Diligence, Valuation, Strategic Financial..., Bloomberg, Finance, Investments, GAAP, Microsoft Excel, Financial Planning, Microsoft Office
Education
Brigham Young University 2008 — 2012
BS, Accounting
Carl Ballesteros Carl Ballesteros's WTAS Experience June 2014 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
WTAS June 2014 - Present
Starlite Media July 2013 - May 2014
Fordham Law School June 2011 - July 2013
Aeropostale January 2011 - January 2012
Best Apartments Inc May 2010 - October 2010
Skills
Tax Accounting, Teamwork, Accounting, Microsoft Excel, Customer Service, Public Speaking, Data Analysis, Microsoft Office, Accounts Payable, PowerPoint, Photoshop, Microsoft Word, Social Media, Marketing Communications, Advertising, Consulting, Budgets
Education
Fordham University 2009 — 2014
Bachelor of Science (B.S.), Public Accountancy
Queens High School of Teaching 2005 — 2009
University of Pretoria/Universiteit van Pretoria
WTAS June 2014 - Present
Starlite Media July 2013 - May 2014
Fordham Law School June 2011 - July 2013
Aeropostale January 2011 - January 2012
Best Apartments Inc May 2010 - October 2010
Skills
Tax Accounting, Teamwork, Accounting, Microsoft Excel, Customer Service, Public Speaking, Data Analysis, Microsoft Office, Accounts Payable, PowerPoint, Photoshop, Microsoft Word, Social Media, Marketing Communications, Advertising, Consulting, Budgets
Education
Fordham University 2009 — 2014
Bachelor of Science (B.S.), Public Accountancy
Queens High School of Teaching 2005 — 2009
University of Pretoria/Universiteit van Pretoria
Kathleen Lyons's WTAS Experience June 2010 - August 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BNY Mellon June 2011 - August 2011
WTAS June 2010 - August 2010
Wright Asset Management June 2009 - August 2009
Education
Bucknell University 2008 — 2012
Economics and Political Science
Summit High School 2004 — 2008
BNY Mellon June 2011 - August 2011
WTAS June 2010 - August 2010
Wright Asset Management June 2009 - August 2009
Education
Bucknell University 2008 — 2012
Economics and Political Science
Summit High School 2004 — 2008
Julie Lord's WTAS Experience January 2005 - June 2005
Job Senior Finance Associate at Providence Equity Partners
Industry Accounting
Experience
Providence Equity Partners January 2012 - Present
PricewaterhouseCoopers September 2008 - December 2011
PricewaterhouseCoopers January 2007 - June 2007
PricewaterhouseCoopers January 2006 - June 2006
WTAS January 2005 - June 2005
Education
Northeastern University - Graduate School of Business Administration 2008 — 2009
MS, Accounting
Northeastern University 2003 — 2008
BA, Accounting
Providence Equity Partners January 2012 - Present
PricewaterhouseCoopers September 2008 - December 2011
PricewaterhouseCoopers January 2007 - June 2007
PricewaterhouseCoopers January 2006 - June 2006
WTAS January 2005 - June 2005
Education
Northeastern University - Graduate School of Business Administration 2008 — 2009
MS, Accounting
Northeastern University 2003 — 2008
BA, Accounting
Amy Baxter Jones, CPA's WTAS Experience January 2007 - February 2011
Job Senior Manager at KKR Accounting Services, LLC
Industry Accounting
Experience
KKR Accounting Services, LLC August 2013 - Present
Burr Pilger Mayer February 2011 - August 2013
WTAS January 2007 - February 2011
KPMG, LLP 2004 - 2006
Skills
Tax Research, Tax, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, High Net Worth..., Accounting, Estate Tax Planning, CPA
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
B.S., Accounting
KKR Accounting Services, LLC August 2013 - Present
Burr Pilger Mayer February 2011 - August 2013
WTAS January 2007 - February 2011
KPMG, LLP 2004 - 2006
Skills
Tax Research, Tax, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, High Net Worth..., Accounting, Estate Tax Planning, CPA
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
B.S., Accounting
Xiaoxi (Chelsea) Jin Xiaoxi (Chelsea) Jin's WTAS Experience January 2012 - April 2012
Job Senior Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte July 2013 - Present
Marriott International June 2012 - May 2013
WTAS January 2012 - April 2012
American Society of International Law February 2011 - January 2012
Kingland Systems August 2010 - November 2010
Iowa Council for International Understanding May 2010 - August 2010
Iowa State University March 2010 - July 2010
Skills
CCH, Quickbooks, Solomon, MS Office Suite, Filemaker Pro, Corporate Tax, Checkpoint, Microsoft Office, Tax Accounting, QuickBooks, Journal Entries, Financial Statements, FileMaker, Microsoft Dynamics SL, Microsoft Excel, CPA, Auditing, Account Reconciliation
Education
American University - Kogod School of Business 2011 — 2012
MS, Accounting
Iowa State University - College of Business 2008 — 2010
BS, Accounting
Deloitte July 2013 - Present
Marriott International June 2012 - May 2013
WTAS January 2012 - April 2012
American Society of International Law February 2011 - January 2012
Kingland Systems August 2010 - November 2010
Iowa Council for International Understanding May 2010 - August 2010
Iowa State University March 2010 - July 2010
Skills
CCH, Quickbooks, Solomon, MS Office Suite, Filemaker Pro, Corporate Tax, Checkpoint, Microsoft Office, Tax Accounting, QuickBooks, Journal Entries, Financial Statements, FileMaker, Microsoft Dynamics SL, Microsoft Excel, CPA, Auditing, Account Reconciliation
Education
American University - Kogod School of Business 2011 — 2012
MS, Accounting
Iowa State University - College of Business 2008 — 2010
BS, Accounting
Hunter Outcalt, CPA Hunter Outcalt, CPA's WTAS Experience January 2010 - April 2010
Job Manager at HealthCare Appraisers, Inc.
Industry Financial Services
Experience
HealthCare Appraisers, Inc. January 2015 - Present
HealthCare Appraisers, Inc. January 2014 - December 2014
HealthCare Appraisers, Inc. June 2012 - December 2013
Deloitte September 2011 - May 2012
WTAS January 2010 - April 2010
Skills
CPA, Valuation, Financial Analysis, Business Valuation, Financial Modeling, GAAP, Financial Reporting, Financial Accounting, Corporate Tax, Sarbanes-Oxley Act, Tax, Accounting, Income Tax, Internal Controls, Due Diligence, Auditing, SEC filings
Education
Florida Atlantic University 2010 — 2011
Master of Science, Taxation
University of Florida 2005 — 2010
Bachelor of Science, Accounting
HealthCare Appraisers, Inc. January 2015 - Present
HealthCare Appraisers, Inc. January 2014 - December 2014
HealthCare Appraisers, Inc. June 2012 - December 2013
Deloitte September 2011 - May 2012
WTAS January 2010 - April 2010
Skills
CPA, Valuation, Financial Analysis, Business Valuation, Financial Modeling, GAAP, Financial Reporting, Financial Accounting, Corporate Tax, Sarbanes-Oxley Act, Tax, Accounting, Income Tax, Internal Controls, Due Diligence, Auditing, SEC filings
Education
Florida Atlantic University 2010 — 2011
Master of Science, Taxation
University of Florida 2005 — 2010
Bachelor of Science, Accounting
Edson Jen Edson Jen's WTAS Experience March 2014 - Present
Job Payroll Manager at WTAS
Industry Recreational Facilities and Services
Experience
WTAS March 2014 - Present
Specialty's Cafe & Bakery June 2013 - January 2014
Western Athletic Clubs, LLC 2007 - June 2013
Western Athletic Clubs, LLC 2001 - 2007
Century Theatres 1995 - 2004
Western Athletic Clubs, LLC 1999 - 2001
Western Athletic Clubs, LLC 1998 - 1999
Century Theatres 1995 - 1997
California Public Utilities Commission 1995 - 1995
Skills
ADP Payroll, Payroll, General Ledger, Human Resources, Data Entry, Benefits Administration, Employee Benefits, Accounting, Microsoft Excel, Employee Relations, Customer Service, HRIS, Management, Time Management
Education
City College of San Francisco
San Francisco State University
WTAS March 2014 - Present
Specialty's Cafe & Bakery June 2013 - January 2014
Western Athletic Clubs, LLC 2007 - June 2013
Western Athletic Clubs, LLC 2001 - 2007
Century Theatres 1995 - 2004
Western Athletic Clubs, LLC 1999 - 2001
Western Athletic Clubs, LLC 1998 - 1999
Century Theatres 1995 - 1997
California Public Utilities Commission 1995 - 1995
Skills
ADP Payroll, Payroll, General Ledger, Human Resources, Data Entry, Benefits Administration, Employee Benefits, Accounting, Microsoft Excel, Employee Relations, Customer Service, HRIS, Management, Time Management
Education
City College of San Francisco
San Francisco State University
Marianela Collado's WTAS Experience 2002 - January 2004
Job Principal & Senior Tax Consultant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2004 - Present
WTAS 2002 - January 2004
Arthur Andersen 2000 - 2002
Cornick, Garber & Sandler, LLP 1998 - 2000
Skills
Tax, Tax Compliance, Estate Planning, High Net Worth..., Estate Tax Planning, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Quickbooks, Strategic Financial..., Tax Accounting, Tax Research, Wealth, Financial Planners, Corporate Tax, CPA, QuickBooks, Asset Allocation, Tax Law, Trusts, International Tax, Due Diligence, Tax Advisory, Financial Planning
Education
City University of New York-Hunter College 1996 — 2000
B.S., Accounting
Bessemer Trust January 2004 - Present
WTAS 2002 - January 2004
Arthur Andersen 2000 - 2002
Cornick, Garber & Sandler, LLP 1998 - 2000
Skills
Tax, Tax Compliance, Estate Planning, High Net Worth..., Estate Tax Planning, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Quickbooks, Strategic Financial..., Tax Accounting, Tax Research, Wealth, Financial Planners, Corporate Tax, CPA, QuickBooks, Asset Allocation, Tax Law, Trusts, International Tax, Due Diligence, Tax Advisory, Financial Planning
Education
City University of New York-Hunter College 1996 — 2000
B.S., Accounting
George Hamelos, MBA's WTAS Experience February 2011 - August 2013
Job Enterprise Risk Services Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
Samsung Electronics America June 2014 - August 2014
The Credit Suisse Holt Valuation Challenge (Valuation) April 2014 - May 2014
Wasserman Trading Floor at Zicklin School of Business November 2013 - May 2014
ACG Cup Case Competition (Mergers & Acquisitions) March 2014 - March 2014
Translation Cloud LLC January 2014 - February 2014
Zicklin Business Case Competition (Consumer Goods) November 2013 - November 2013
WTAS February 2011 - August 2013
Addison Search December 2010 - January 2011
Russel, Tobin & Associates, LLC June 2010 - July 2010
Skills
Access, QuickBooks, Accounting, Tax, Analysis, Leadership, Microsoft Excel, Budgets, Data Entry, Outlook, Accounts Receivable, Microsoft Word, Tax Accounting, Finance, Risk Management, Forecasting, Investments, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Statistics
State University of New York at Binghamton 2006 — 2010
BS, Financial Economics
The Bronx High School of Science 2002 — 2006
Deloitte September 2015 - Present
Samsung Electronics America June 2014 - August 2014
The Credit Suisse Holt Valuation Challenge (Valuation) April 2014 - May 2014
Wasserman Trading Floor at Zicklin School of Business November 2013 - May 2014
ACG Cup Case Competition (Mergers & Acquisitions) March 2014 - March 2014
Translation Cloud LLC January 2014 - February 2014
Zicklin Business Case Competition (Consumer Goods) November 2013 - November 2013
WTAS February 2011 - August 2013
Addison Search December 2010 - January 2011
Russel, Tobin & Associates, LLC June 2010 - July 2010
Skills
Access, QuickBooks, Accounting, Tax, Analysis, Leadership, Microsoft Excel, Budgets, Data Entry, Outlook, Accounts Receivable, Microsoft Word, Tax Accounting, Finance, Risk Management, Forecasting, Investments, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Statistics
State University of New York at Binghamton 2006 — 2010
BS, Financial Economics
The Bronx High School of Science 2002 — 2006
Conor Lefevour's WTAS Experience June 2011 - Present
Job Manager at Andersen Tax LLC Chicago
Industry Law Practice
Experience
WTAS June 2011 - Present
Cooney and Conway February 2008 - June 2010
Navigant Consulting August 2005 - August 2007
Skills
Tax Advisory, Private Equity, Mergers, Due Diligence, Legal Research, Investments, Derivatives
Education
Northwestern University 2010 — 2011
Master of Laws in Taxation
Loyola University Chicago School of Law 2007 — 2010
J.D., Tax Certificate
Georgetown University 2001 — 2005
B.S.B.A, Majors: Finance and Accounting
WTAS June 2011 - Present
Cooney and Conway February 2008 - June 2010
Navigant Consulting August 2005 - August 2007
Skills
Tax Advisory, Private Equity, Mergers, Due Diligence, Legal Research, Investments, Derivatives
Education
Northwestern University 2010 — 2011
Master of Laws in Taxation
Loyola University Chicago School of Law 2007 — 2010
J.D., Tax Certificate
Georgetown University 2001 — 2005
B.S.B.A, Majors: Finance and Accounting
Alicia Trotta's WTAS Experience August 2005 - May 2008
Job Entrepreneur
Industry Apparel & Fashion
Experience
..... August 2008 - Present
WTAS August 2005 - May 2008
Education
Bentley University 1991 — 1995
..... August 2008 - Present
WTAS August 2005 - May 2008
Education
Bentley University 1991 — 1995
Angelica Rodriguez-Sawao's WTAS Experience June 2014 - Present
Job School of Business Student
Industry Accounting
Experience
WTAS June 2014 - Present
Kramer & Amado, P.C. June 2009 - May 2010
Intelligent Office April 2007 - June 2009
Kramer & Amado August 2005 - April 2006
Skills
Intellectual Property, Marketing, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Employee Relations, Training, PowerPoint, Patentability, Legal Writing
Education
George Mason University 2013 — 2015
Bachelor's degree, Accounting
George Mason University 2013 — 2015
Bachelor's degree, Information Systems and Operations Management
Northern Virginia Community College
Associate of Science (AS), Business Administration
Northern Virginia Community College
Certificate, Bookkeeping
WTAS June 2014 - Present
Kramer & Amado, P.C. June 2009 - May 2010
Intelligent Office April 2007 - June 2009
Kramer & Amado August 2005 - April 2006
Skills
Intellectual Property, Marketing, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Employee Relations, Training, PowerPoint, Patentability, Legal Writing
Education
George Mason University 2013 — 2015
Bachelor's degree, Accounting
George Mason University 2013 — 2015
Bachelor's degree, Information Systems and Operations Management
Northern Virginia Community College
Associate of Science (AS), Business Administration
Northern Virginia Community College
Certificate, Bookkeeping
David Sloane's WTAS Experience August 2007 - August 2009
Job Controller at Reverence Capital Partners
Industry Financial Services
Experience
Reverence Capital Partners August 2014 - Present
Uretek LLC July 2012 - October 2014
Goldman Sachs August 2009 - July 2012
WTAS August 2007 - August 2009
Education
Bentley University 2007 — 2009
Master's degree, Taxation
Bentley University 2003 — 2007
Bachelor's degree, Accounting
Reverence Capital Partners August 2014 - Present
Uretek LLC July 2012 - October 2014
Goldman Sachs August 2009 - July 2012
WTAS August 2007 - August 2009
Education
Bentley University 2007 — 2009
Master's degree, Taxation
Bentley University 2003 — 2007
Bachelor's degree, Accounting
Despina Manolas's WTAS Experience May 2007 - June 2010
Job Tax
Industry Legal Services
Experience
Self Employed June 2010 - Present
WTAS May 2007 - June 2010
True Partners Consulting October 2006 - May 2007
Busell & Stier, PLLC 2005 - 2006
Self Employed 2003 - 2005
UHY Advisors 2001 - 2002
Skills
Tax, Corporate Tax, Income Tax, International Tax, Tax Law, Tax Accounting, Estate Planning, Partnership Taxation, Trusts, Tax Research, Due Diligence
Education
Fordham University School of Law 1998 — 2001
New York University 1994 — 1998
BA, Psychology
Stuyvesant HS 1990 — 1994
Self Employed June 2010 - Present
WTAS May 2007 - June 2010
True Partners Consulting October 2006 - May 2007
Busell & Stier, PLLC 2005 - 2006
Self Employed 2003 - 2005
UHY Advisors 2001 - 2002
Skills
Tax, Corporate Tax, Income Tax, International Tax, Tax Law, Tax Accounting, Estate Planning, Partnership Taxation, Trusts, Tax Research, Due Diligence
Education
Fordham University School of Law 1998 — 2001
New York University 1994 — 1998
BA, Psychology
Stuyvesant HS 1990 — 1994
Katherine Okamoto, CPA's WTAS Experience January 2005 - December 2011
Job Tax Manager at Silver Lake Partners
Industry Accounting
Experience
Silver Lake Partners February 2014 - Present
Deloitte Tax LLP January 2012 - January 2014
WTAS January 2005 - December 2011
Skills
Income Tax, Tax, Tax Research, Tax Accounting, International Tax, Partnership Taxation
Education
University of California, Berkeley
Bachelors, Economics
Golden Gate University
Masters, Taxation
Silver Lake Partners February 2014 - Present
Deloitte Tax LLP January 2012 - January 2014
WTAS January 2005 - December 2011
Skills
Income Tax, Tax, Tax Research, Tax Accounting, International Tax, Partnership Taxation
Education
University of California, Berkeley
Bachelors, Economics
Golden Gate University
Masters, Taxation
Denh Sam's WTAS Experience September 2007 - April 2010
Job Payroll Manager, Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins April 2010 - Present
WTAS September 2007 - April 2010
Indymac Bank February 2004 - September 2007
Paramount Pictures May 2000 - February 2004
Education
California State University-Los Angeles 1999 — 2003
BS Business Administration, Accounting
Latham & Watkins April 2010 - Present
WTAS September 2007 - April 2010
Indymac Bank February 2004 - September 2007
Paramount Pictures May 2000 - February 2004
Education
California State University-Los Angeles 1999 — 2003
BS Business Administration, Accounting
Allison (Wong) Park's WTAS Experience August 2007 - May 2008
Job MBA Intern Population Health Services at athenahealth
Industry Hospital & Health Care
Experience
athenahealth May 2014 - Present
Boston Medical Center June 2013 - March 2014
Newton-Wellesley Hospital September 2011 - June 2013
Newton-Wellesley Hospital September 2008 - September 2011
Newton-Wellesley Hospital June 2008 - August 2008
WTAS August 2007 - May 2008
AXA Equitable 2004 - 2005
Skills
Process Improvement, Non-profits, Budgets, Access, Microsoft Excel, Healthcare, Data Analysis, Healthcare Management, Hospitals, Financial Reporting, Finance, Statistics, Financial Modeling, Analysis, Business Intelligence, Strategy, Databases
Education
Bentley University 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Boston College 2003 — 2007
Accounting & Marketing
Bronx High School of Science
athenahealth May 2014 - Present
Boston Medical Center June 2013 - March 2014
Newton-Wellesley Hospital September 2011 - June 2013
Newton-Wellesley Hospital September 2008 - September 2011
Newton-Wellesley Hospital June 2008 - August 2008
WTAS August 2007 - May 2008
AXA Equitable 2004 - 2005
Skills
Process Improvement, Non-profits, Budgets, Access, Microsoft Excel, Healthcare, Data Analysis, Healthcare Management, Hospitals, Financial Reporting, Finance, Statistics, Financial Modeling, Analysis, Business Intelligence, Strategy, Databases
Education
Bentley University 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Boston College 2003 — 2007
Accounting & Marketing
Bronx High School of Science
Russlee Lockcuff Armstrong's WTAS Experience July 2009 - June 2010
Job Senior Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2010 - Present
WTAS July 2009 - June 2010
KPMG December 2000 - July 2009
Grant Thornton LLP September 1996 - December 2000
Citizens Bancorp February 1995 - September 1996
Government Retirement & Benefits, Inc. April 1994 - February 1995
Skills
Accounting, Tax, CPA, Tax Research, Nonprofits
Education
George Mason University 1996 — 1998
MS, Taxation
West Virginia University 1990 — 1994
BSBA, Accounting
Grant Thornton LLP June 2010 - Present
WTAS July 2009 - June 2010
KPMG December 2000 - July 2009
Grant Thornton LLP September 1996 - December 2000
Citizens Bancorp February 1995 - September 1996
Government Retirement & Benefits, Inc. April 1994 - February 1995
Skills
Accounting, Tax, CPA, Tax Research, Nonprofits
Education
George Mason University 1996 — 1998
MS, Taxation
West Virginia University 1990 — 1994
BSBA, Accounting
Marley Guerrera's WTAS Experience August 2006 - March 2009
Job
Industry Law Practice
Experience
Frankenthaler Kohn Schneider & Katz March 2009 - Present
WTAS August 2006 - March 2009
Skills
Tax Research
Education
Fordham University School of Law 2003 — 2006
Fordham University 1999 — 2003
BA
Frankenthaler Kohn Schneider & Katz March 2009 - Present
WTAS August 2006 - March 2009
Skills
Tax Research
Education
Fordham University School of Law 2003 — 2006
Fordham University 1999 — 2003
BA
Mikey Richards's WTAS Experience August 2007 - October 2008
Job Accountant
Industry Accounting
Experience
Ruzzo Scholl & Murphy February 2009 - June 2009
WTAS August 2007 - October 2008
Brigham Young University January 2007 - July 2007
International Bridge, Inc May 2005 - June 2007
Bradford L. Ogden, CPA June 2006 - August 2006
Education
Brigham Young University 2006 — 2007
MAcc, Accounting
Brigham Young University 2000 — 2007
BS, Accounting
Ruzzo Scholl & Murphy February 2009 - June 2009
WTAS August 2007 - October 2008
Brigham Young University January 2007 - July 2007
International Bridge, Inc May 2005 - June 2007
Bradford L. Ogden, CPA June 2006 - August 2006
Education
Brigham Young University 2006 — 2007
MAcc, Accounting
Brigham Young University 2000 — 2007
BS, Accounting
Sara Beugelmans's WTAS Experience August 2006 - March 2009
Job Vice President, Taxation at Brookfield Properties
Industry Real Estate
Experience
Brookfield Properties March 2009 - Present
WTAS August 2006 - March 2009
Education
University of California, Hastings College of the Law 2003 — 2006
JD, Taxation
Arizona State University 1999 — 2003
BS, BA, Political Science, Spanish
Brookfield Properties March 2009 - Present
WTAS August 2006 - March 2009
Education
University of California, Hastings College of the Law 2003 — 2006
JD, Taxation
Arizona State University 1999 — 2003
BS, BA, Political Science, Spanish
Nathan Mickelsen's WTAS Experience July 2010 - March 2013
Job Tax Manager at Revolution
Industry Accounting
Experience
Revolution March 2013 - Present
WTAS July 2010 - March 2013
WTAS July 2007 - June 2010
WTAS July 2005 - June 2007
Skills
Tax, Tax Preparation, High Net Worth..., Trusts, Charitable Remainder..., Partnership Taxation, Estate Tax Planning
Education
Brigham Young University
MAcc, Taxation
Brigham Young University
Bachelor's degree, Accounting
Revolution March 2013 - Present
WTAS July 2010 - March 2013
WTAS July 2007 - June 2010
WTAS July 2005 - June 2007
Skills
Tax, Tax Preparation, High Net Worth..., Trusts, Charitable Remainder..., Partnership Taxation, Estate Tax Planning
Education
Brigham Young University
MAcc, Taxation
Brigham Young University
Bachelor's degree, Accounting
Morgan Holmes's WTAS Experience May 2011 - March 2012
Job Managing Director at Pyxis Financial
Industry Accounting
Experience
Pyxis Financial May 2013 - Present
BDO USA, LLP May 2012 - May 2013
WTAS May 2011 - March 2012
PricewaterhouseCoopers April 2001 - May 2011
myCFO, Inc. 2000 - 2001
PwC 1999 - 2000
Stonefield Josephson 1997 - 1999
Skills
Corporate Tax, Tax, Tax Research, SEC filings, Tax Accounting, Income Tax, CPA
Education
Golden Gate University 2001 — 2003
MST, Tax
St. Mary's College of California 1993 — 1994
Bachelor's degree, Accounting
Pyxis Financial May 2013 - Present
BDO USA, LLP May 2012 - May 2013
WTAS May 2011 - March 2012
PricewaterhouseCoopers April 2001 - May 2011
myCFO, Inc. 2000 - 2001
PwC 1999 - 2000
Stonefield Josephson 1997 - 1999
Skills
Corporate Tax, Tax, Tax Research, SEC filings, Tax Accounting, Income Tax, CPA
Education
Golden Gate University 2001 — 2003
MST, Tax
St. Mary's College of California 1993 — 1994
Bachelor's degree, Accounting
Ravi Kanani's WTAS Experience December 2013 - July 2014
Job Senior Tax Accountant at Benco Dental
Industry Accounting
Experience
Benco Dental June 2015 - Present
McKonly & Asbury January 2011 - June 2015
WTAS December 2013 - July 2014
Skills
Accounting, CPA, Tax Preparation, General Ledger, QuickBooks, Tax, Income Tax, Account Reconciliation, Partnership Taxation, ProSystem fx Tax, Peachtree, Financial Accounting, Tax Research, Trust Taxation, Personal Tax Planning, Personal Income Tax...
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Benco Dental June 2015 - Present
McKonly & Asbury January 2011 - June 2015
WTAS December 2013 - July 2014
Skills
Accounting, CPA, Tax Preparation, General Ledger, QuickBooks, Tax, Income Tax, Account Reconciliation, Partnership Taxation, ProSystem fx Tax, Peachtree, Financial Accounting, Tax Research, Trust Taxation, Personal Tax Planning, Personal Income Tax...
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Caitlin Gardner's WTAS Experience July 2007 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
WTAS July 2007 - Present
Education
Northeastern University 2009 — 2010
Masters, Taxation
Bryant University 2003 — 2007
B.S., Accounting
WTAS July 2007 - Present
Education
Northeastern University 2009 — 2010
Masters, Taxation
Bryant University 2003 — 2007
B.S., Accounting
Joseph Passanisi's WTAS Experience August 2007 - August 2010
Job Tax Manager at AIG
Industry Accounting
Experience
AIG September 2013 - Present
Fidelity Investments December 2012 - July 2013
Fidelity Investments August 2010 - December 2012
WTAS August 2007 - August 2010
Skills
Tax, Income Tax, Accounting, Tax Research, Tax Preparation, GAAP, Financial Analysis, Financial Accounting, ProSystem fx Tax, Financial Statements, Corporate Tax, Intellectual Property, S Corporations, Partnership Taxation, International Tax, FIN 48, CFCs, Transfer Pricing, US Tax, Due Diligence, Tax Accounting
Education
Bentley University 2012 — 2014
Master of Science, Taxation (MST)
Saint Michael's College 2003 — 2007
BS, Accounting
Malden Catholic 1999 — 2003
AIG September 2013 - Present
Fidelity Investments December 2012 - July 2013
Fidelity Investments August 2010 - December 2012
WTAS August 2007 - August 2010
Skills
Tax, Income Tax, Accounting, Tax Research, Tax Preparation, GAAP, Financial Analysis, Financial Accounting, ProSystem fx Tax, Financial Statements, Corporate Tax, Intellectual Property, S Corporations, Partnership Taxation, International Tax, FIN 48, CFCs, Transfer Pricing, US Tax, Due Diligence, Tax Accounting
Education
Bentley University 2012 — 2014
Master of Science, Taxation (MST)
Saint Michael's College 2003 — 2007
BS, Accounting
Malden Catholic 1999 — 2003
Bryana Deak's WTAS Experience January 2008 - February 2011
Job Senior Financial Analyst at Loyola University Chicago
Industry Accounting
Experience
Loyola University Chicago March 2012 - Present
Loyola University Chicago February 2011 - March 2012
WTAS January 2008 - February 2011
Keeley Asset 2006 - 2007
Skills
Accounting
Education
Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA)
DePaul University 2004 — 2008
Accounting, Management Information Systems
Loyola University Chicago March 2012 - Present
Loyola University Chicago February 2011 - March 2012
WTAS January 2008 - February 2011
Keeley Asset 2006 - 2007
Skills
Accounting
Education
Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA)
DePaul University 2004 — 2008
Accounting, Management Information Systems
Kamal Battu's WTAS Experience January 2013 - June 2013
Job Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp. June 2013 - Present
WTAS January 2013 - June 2013
Diversified Financial Management Corp. January 2011 - December 2012
Diversified Financial Management Corp. November 2009 - December 2010
RSM McGladrey September 2007 - April 2009
University of Illinois at Chicago - CBA Office of Developent March 2005 - August 2007
BBC Worldwide June 2006 - August 2006
Skills
Accounting, Non-profits, High Net Worth..., Tax Research, Partnership Taxation, CPA, Financial Accounting, Tax Preparation, Financial Analysis, Nonprofits, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science in Taxation (M.S.T), 3.9
University of Illinois at Chicago 2003 — 2007
B.A., Accounting, Finance
Diversified Financial Management Corp. June 2013 - Present
WTAS January 2013 - June 2013
Diversified Financial Management Corp. January 2011 - December 2012
Diversified Financial Management Corp. November 2009 - December 2010
RSM McGladrey September 2007 - April 2009
University of Illinois at Chicago - CBA Office of Developent March 2005 - August 2007
BBC Worldwide June 2006 - August 2006
Skills
Accounting, Non-profits, High Net Worth..., Tax Research, Partnership Taxation, CPA, Financial Accounting, Tax Preparation, Financial Analysis, Nonprofits, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science in Taxation (M.S.T), 3.9
University of Illinois at Chicago 2003 — 2007
B.A., Accounting, Finance
James Mosrie's WTAS Experience November 2002 - January 2009
Job Senior Wealth Planner
Industry Accounting
Experience
Wells Fargo January 2009 - Present
WTAS November 2002 - January 2009
Deloitte May 2002 - November 2002
Arthur Andersen September 2000 - May 2002
Skills
Financial Planning, Tax, Trusts, Wealth Management, Financial Analysis
Education
Wake Forest University 1998 — 2000
MS, Accountancy
Florida State University 1994 — 1998
BS, Accounting
Wells Fargo January 2009 - Present
WTAS November 2002 - January 2009
Deloitte May 2002 - November 2002
Arthur Andersen September 2000 - May 2002
Skills
Financial Planning, Tax, Trusts, Wealth Management, Financial Analysis
Education
Wake Forest University 1998 — 2000
MS, Accountancy
Florida State University 1994 — 1998
BS, Accounting
Abigail Morris's WTAS Experience July 2011 - December 2012
Job State Tax Accountant Monitor Clipper Partners
Industry Accounting
Experience
Monitor Clipper Partners January 2013 - Present
WTAS July 2011 - December 2012
PricewaterhouseCoopers February 2006 - May 2011
Skills
Tax, Income Tax, Accounting, Corporate Tax, Financial Analysis, International Tax, Financial Reporting, GAAP, Tax Accounting, Tax Preparation, Financial Accounting, Tax Research, Due Diligence, Tax Returns, US GAAP, Tax Advisory, Financial Modeling, Sarbanes-Oxley Act
Education
Bryant University 1999 — 2003
BS, Accounting
Monitor Clipper Partners January 2013 - Present
WTAS July 2011 - December 2012
PricewaterhouseCoopers February 2006 - May 2011
Skills
Tax, Income Tax, Accounting, Corporate Tax, Financial Analysis, International Tax, Financial Reporting, GAAP, Tax Accounting, Tax Preparation, Financial Accounting, Tax Research, Due Diligence, Tax Returns, US GAAP, Tax Advisory, Financial Modeling, Sarbanes-Oxley Act
Education
Bryant University 1999 — 2003
BS, Accounting
Nancy Halloran's WTAS Experience Chief Financial OfficerMDP Worldwide1993 - 1995
Job Manager at WTAS
Industry Accounting
Experience
WTAS Chief Financial OfficerMDP Worldwide1993 - 1995
Epic Productions, Inc. 1988 - 1993
Education
California State University-Northridge
BS, Accounting
WTAS Chief Financial OfficerMDP Worldwide1993 - 1995
Epic Productions, Inc. 1988 - 1993
Education
California State University-Northridge
BS, Accounting
Hai Tang's WTAS Experience April 2014 - September 2014
Job Tax Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax (formerly WTAS) September 2014 - Present
WTAS April 2014 - September 2014
PricewaterhouseCoopers January 2004 - April 2014
Purdue University 1992 - 1994
Skills
Partnership tax, international tax, M&A tax, corporate tax, International Tax, Tax Research, M&A tax, Corporate Tax, Mergers & Acquisitions, Partnership Taxation, Tax, Private Equity, FIN 48, Tax Advisory, Income Tax, Tax Law, Tax Accounting, Venture Capital
Education
Golden Gate University
MS, Taxation
Andersen Tax (formerly WTAS) September 2014 - Present
WTAS April 2014 - September 2014
PricewaterhouseCoopers January 2004 - April 2014
Purdue University 1992 - 1994
Skills
Partnership tax, international tax, M&A tax, corporate tax, International Tax, Tax Research, M&A tax, Corporate Tax, Mergers & Acquisitions, Partnership Taxation, Tax, Private Equity, FIN 48, Tax Advisory, Income Tax, Tax Law, Tax Accounting, Venture Capital
Education
Golden Gate University
MS, Taxation
Jacqueline Ferrari Heavens's WTAS Experience January 2007 - July 2009
Job CPA
Industry Accounting
Experience
The College of New Rochelle January 2013 - Present
Helmsley Charitable Trust March 2012 - September 2012
Helmsley Charitable Trust December 2010 - February 2012
Helmsley Charitable Trust August 2009 - November 2010
WTAS January 2007 - July 2009
Fox News Channel 2004 - 2005
Skills
QuickBooks, Accounting, Tax, Microsoft Excel, Strategic Planning, Non-profits, Financial Reporting, PowerPoint, Analysis, Access, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Accountancy
Rensselaer Polytechnic Institute 2000 — 2004
Bachelors, Management and Psychology
The College of New Rochelle January 2013 - Present
Helmsley Charitable Trust March 2012 - September 2012
Helmsley Charitable Trust December 2010 - February 2012
Helmsley Charitable Trust August 2009 - November 2010
WTAS January 2007 - July 2009
Fox News Channel 2004 - 2005
Skills
QuickBooks, Accounting, Tax, Microsoft Excel, Strategic Planning, Non-profits, Financial Reporting, PowerPoint, Analysis, Access, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Accountancy
Rensselaer Polytechnic Institute 2000 — 2004
Bachelors, Management and Psychology
Nate McPhail's WTAS Experience July 2012 - May 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Robertson Stephens Advisors June 2013 - May 2015
WTAS July 2012 - May 2013
Internal Revenue Service Office of Chief Counsel January 2012 - May 2012
BOSS Enterprises, LLC June 2009 - April 2010
WTAS March 2009 - June 2009
Merrill Lynch July 2002 - July 2005
Robertson Stephens June 1997 - July 2002
Education
Golden Gate University, School of Law 2010 — 2012
LL.M. in Taxation with Honors, Taxation
Golden Gate University, School of Law 2005 — 2008
Doctor of Jurisprudence, Specialization Certificate in Taxation
Northeastern University 1991 — 1996
B.S.B.A, Finance & International Business
Berkeley High School 1987 — 1991
Morgan Stanley May 2015 - Present
Robertson Stephens Advisors June 2013 - May 2015
WTAS July 2012 - May 2013
Internal Revenue Service Office of Chief Counsel January 2012 - May 2012
BOSS Enterprises, LLC June 2009 - April 2010
WTAS March 2009 - June 2009
Merrill Lynch July 2002 - July 2005
Robertson Stephens June 1997 - July 2002
Education
Golden Gate University, School of Law 2010 — 2012
LL.M. in Taxation with Honors, Taxation
Golden Gate University, School of Law 2005 — 2008
Doctor of Jurisprudence, Specialization Certificate in Taxation
Northeastern University 1991 — 1996
B.S.B.A, Finance & International Business
Berkeley High School 1987 — 1991
Michelle Gerety-Reid's WTAS Experience 2004 - 2009
Job Partner at Fowler Howard & Reid, CPAs
Industry Accounting
Experience
WTAS 2004 - 2009
PwC 1994 - 2004
Internal Revenue Service 1993 - 1993
Ernst & Young 1988 - 1991
Skills
Tax
Education
Suffolk Law School 1991 — 1994
JD, Law
Boston College - Carroll School of Management
WTAS 2004 - 2009
PwC 1994 - 2004
Internal Revenue Service 1993 - 1993
Ernst & Young 1988 - 1991
Skills
Tax
Education
Suffolk Law School 1991 — 1994
JD, Law
Boston College - Carroll School of Management
Bill Bayek's WTAS Experience 2002 - 2003
Job Tax Manager at Kensington Capital Holdings
Industry Financial Services
Experience
Kensington Capital Holdings February 2015 - Present
DiCicco, Gulman & Company January 2013 - April 2014
PriceWaterhouseCoopers July 2005 - January 2013
WTAS 2002 - 2003
Skills
High Net Worth..., Financial Planning, Income Tax, Tax Preparation, Individual Taxation, Trusts, Tax Research, Tax Dispute Resolution, Wealth Transfer Planning, Strategic Financial..., GoSystems, IRS Enrolled Agent, Gift Tax, ProSystem fx Tax, Superforms, Tax, Tax Accounting, Tax Returns
Education
Northeastern University - Graduate School of Business Administration 2006 — 2010
MST
Northeastern University 2000 — 2005
Bachelor, Accounting
Kensington Capital Holdings February 2015 - Present
DiCicco, Gulman & Company January 2013 - April 2014
PriceWaterhouseCoopers July 2005 - January 2013
WTAS 2002 - 2003
Skills
High Net Worth..., Financial Planning, Income Tax, Tax Preparation, Individual Taxation, Trusts, Tax Research, Tax Dispute Resolution, Wealth Transfer Planning, Strategic Financial..., GoSystems, IRS Enrolled Agent, Gift Tax, ProSystem fx Tax, Superforms, Tax, Tax Accounting, Tax Returns
Education
Northeastern University - Graduate School of Business Administration 2006 — 2010
MST
Northeastern University 2000 — 2005
Bachelor, Accounting
Tim Iversen's WTAS Experience August 2008 - June 2009
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2014 - Present
Teknos Associates LLC November 2009 - August 2014
WTAS August 2008 - June 2009
American Appraisal Associates May 1998 - July 2008
Wells Fargo Bank January 1990 - May 1998
Skills
Valuation, Intangible Assets, Mergers, Financial Reporting, Gift Tax, Mergers & Acquisitions, Equities, Finance, Fairness Opinions, Financial Modeling
Education
San Francisco State University 2003 — 2006
MBA, International Business
California Polytechnic State University-San Luis Obispo 1985 — 1987
BS, Business Adminstration
Grant Thornton LLP September 2014 - Present
Teknos Associates LLC November 2009 - August 2014
WTAS August 2008 - June 2009
American Appraisal Associates May 1998 - July 2008
Wells Fargo Bank January 1990 - May 1998
Skills
Valuation, Intangible Assets, Mergers, Financial Reporting, Gift Tax, Mergers & Acquisitions, Equities, Finance, Fairness Opinions, Financial Modeling
Education
San Francisco State University 2003 — 2006
MBA, International Business
California Polytechnic State University-San Luis Obispo 1985 — 1987
BS, Business Adminstration
Laura Leslie-Schuemann's WTAS Experience 2002 - 2007
Job Attorney at Gunster Yoakley
Industry Law Practice
Experience
Gunster Yoakley 2007 - Present
WTAS 2002 - 2007
Education
University of Florida - Fredric G. Levin College of Law 2000 — 2003
JD
Florida State University - College of Business 1997 — 2000
BS, Accounting
Gunster Yoakley 2007 - Present
WTAS 2002 - 2007
Education
University of Florida - Fredric G. Levin College of Law 2000 — 2003
JD
Florida State University - College of Business 1997 — 2000
BS, Accounting
Matthew Hatzke's WTAS Experience July 2009 - July 2009
Job Dentist at Matthew Hatzke DDS
Industry Hospital & Health Care
Experience
Silicon Valley Dental Care July 2014 - Present
Matthew Hatzke DDS March 2015 - June 2015
WTAS July 2009 - July 2009
San Jose Earthquakes Soccer January 2008 - February 2009
Education
University of the Pacific, Arthur A. Dugoni School of Dentistry 2011 — 2014
DDS, Dentistry
Santa Clara University 2004 — 2007
Bachelor of Science (BS), Accounting
Silicon Valley Dental Care July 2014 - Present
Matthew Hatzke DDS March 2015 - June 2015
WTAS July 2009 - July 2009
San Jose Earthquakes Soccer January 2008 - February 2009
Education
University of the Pacific, Arthur A. Dugoni School of Dentistry 2011 — 2014
DDS, Dentistry
Santa Clara University 2004 — 2007
Bachelor of Science (BS), Accounting
Jennifer Cossette's WTAS Experience June 2010 - January 2011
Job Vice President at Pluris Valuation Advisors LLC
Industry Financial Services
Experience
Pluris Valuation Advisors LLC March 2014 - Present
FMV Opinions, Inc. February 2011 - March 2014
WTAS June 2010 - January 2011
FMV Opinions, Inc. July 2004 - June 2010
Skills
Business Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Tax, Appraisals, Real Estate, Estate Planning, Finance, Investment Properties, Securities, Real Estate Economics, Portfolio Management, Restructuring
Education
University of Southern California 2000 — 2004
Business, Finance
Golden Gate University
Pluris Valuation Advisors LLC March 2014 - Present
FMV Opinions, Inc. February 2011 - March 2014
WTAS June 2010 - January 2011
FMV Opinions, Inc. July 2004 - June 2010
Skills
Business Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Tax, Appraisals, Real Estate, Estate Planning, Finance, Investment Properties, Securities, Real Estate Economics, Portfolio Management, Restructuring
Education
University of Southern California 2000 — 2004
Business, Finance
Golden Gate University
Nancy Stanislawski's WTAS Experience August 2005 - January 2012
Job Attorney at Law Offices of Nancy T Stanislawski
Industry Law Practice
Experience
Law Offices of Nancy T Stanislawski January 2014 - Present
Law Offices of Nancy T Stanislawski January 2012 - Present
WTAS August 2005 - January 2012
Deloitte Tax May 2002 - August 2004
Arthur Andersen LLP August 1996 - May 2002
University of Hawaii-Hilo/Hawaii Community College August 1994 - May 1996
Horwood Marcus & Berk February 1992 - February 1993
McDermott Will & Emery 1988 - 1992
Skills
Tax Controversy, Tax Research, Sales Tax, Tax, SEC filings, Estate Planning, Financial Planners, International Tax, Cash Flow, State Tax, Auditing, Income Tax, Financial Reporting, Tax Accounting, Tax Advisory, Forensic Accounting, Accounting, Property Tax, Estate Tax Planning, Partnership Taxation, LLC, Tax Law, Mergers & Acquisitions, Due Diligence, CPA, Trusts, High Net Worth..., Corporate Tax, Transfer Pricing
Education
Washington University in St. Louis School of Law 1983 — 1986
JD, Law
Drake University 1981 — 1983
BSBA, Accounting/Finance
Law Offices of Nancy T Stanislawski January 2014 - Present
Law Offices of Nancy T Stanislawski January 2012 - Present
WTAS August 2005 - January 2012
Deloitte Tax May 2002 - August 2004
Arthur Andersen LLP August 1996 - May 2002
University of Hawaii-Hilo/Hawaii Community College August 1994 - May 1996
Horwood Marcus & Berk February 1992 - February 1993
McDermott Will & Emery 1988 - 1992
Skills
Tax Controversy, Tax Research, Sales Tax, Tax, SEC filings, Estate Planning, Financial Planners, International Tax, Cash Flow, State Tax, Auditing, Income Tax, Financial Reporting, Tax Accounting, Tax Advisory, Forensic Accounting, Accounting, Property Tax, Estate Tax Planning, Partnership Taxation, LLC, Tax Law, Mergers & Acquisitions, Due Diligence, CPA, Trusts, High Net Worth..., Corporate Tax, Transfer Pricing
Education
Washington University in St. Louis School of Law 1983 — 1986
JD, Law
Drake University 1981 — 1983
BSBA, Accounting/Finance
Erin Mulcahy's WTAS Experience January 2007 - April 2007
Job Tax Staff at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. December 2012 - Present
Grant Thornton LLP December 2011 - December 2012
CCR LLP January 2011 - December 2011
Deloitte January 2009 - May 2009
Ernst & Young January 2008 - June 2008
WTAS January 2007 - April 2007
Skills
Accounting, Income Tax, GAAP, Tax, Corporate Tax, Tax Preparation, Financial Reporting, CPA, Financial Statements, Tax Research, Tax Accounting, SEC filings, Budgets, Partnership Taxation, US GAAP, Financial Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
Masters of Science, Accounting
Northeastern University 2005 — 2010
BSBA, Business - Accounting
Wolf & Company, P.C. December 2012 - Present
Grant Thornton LLP December 2011 - December 2012
CCR LLP January 2011 - December 2011
Deloitte January 2009 - May 2009
Ernst & Young January 2008 - June 2008
WTAS January 2007 - April 2007
Skills
Accounting, Income Tax, GAAP, Tax, Corporate Tax, Tax Preparation, Financial Reporting, CPA, Financial Statements, Tax Research, Tax Accounting, SEC filings, Budgets, Partnership Taxation, US GAAP, Financial Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
Masters of Science, Accounting
Northeastern University 2005 — 2010
BSBA, Business - Accounting
Christine Dike, RP's WTAS Experience June 2002 - June 2003
Job Office Manager at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors June 2004 - Present
WTAS June 2002 - June 2003
ARTHUR ANDERSEN (Official) July 1992 - June 2002
Allstate Insurance Agency February 1987 - July 1992
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Management, Project Management, Strategic Planning
Education
Brigham Young University - Idaho 2015 — 2019
Bachelor of Science, University Studies
College for Financial Planning 2014 — 2014
Registered Paraplanner, Financial Planning and Services
RGT Wealth Advisors June 2004 - Present
WTAS June 2002 - June 2003
ARTHUR ANDERSEN (Official) July 1992 - June 2002
Allstate Insurance Agency February 1987 - July 1992
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Management, Project Management, Strategic Planning
Education
Brigham Young University - Idaho 2015 — 2019
Bachelor of Science, University Studies
College for Financial Planning 2014 — 2014
Registered Paraplanner, Financial Planning and Services
alison andersen's WTAS Experience 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2006 - Present
WTAS 2006 - Present
Deloitte & Touche October 2004 - February 2006
PricewaterhouseCoopers October 1999 - August 2000
Skills
Partnership Taxation, Tax Compliance, Individual Taxation, Gift Tax, Tax Advisory, Federal Tax
Education
Fordham University 2000 — 2004
Law
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science (BS), Accounting and Finance
State University of New York College at Buffalo 1995 — 1999
BS, accounting
Andersen Tax February 2006 - Present
WTAS 2006 - Present
Deloitte & Touche October 2004 - February 2006
PricewaterhouseCoopers October 1999 - August 2000
Skills
Partnership Taxation, Tax Compliance, Individual Taxation, Gift Tax, Tax Advisory, Federal Tax
Education
Fordham University 2000 — 2004
Law
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science (BS), Accounting and Finance
State University of New York College at Buffalo 1995 — 1999
BS, accounting
Norleen Bounds's WTAS Experience 2001 - 2006
Job Partner at Realize CPA, LLP
Industry Accounting
Experience
Realize CPA, LLP August 2013 - Present
Golden Gate University School of Taxation August 2011 - Present
Deloitte Tax LLP May 2006 - 2013
WTAS 2001 - 2006
Arthur Andersen 1994 - 2001
Bancroft, Avery & McAlister 1987 - 1994
Skills
International Tax, Corporate Tax, Management Consulting, Private Equity, Financial Modeling, Strategy, Financial Analysis, Financial Reporting, Tax Accounting, Business Strategy, Venture Capital, High Net Worth..., Tax Research, Tax, Partnership Taxation, Not for Profit, Family Office, Charitable Gift Planning, Financial Planners, Financial Advisory, CPA, Trusts
Education
Cal Poly San Luis Obispo
B.S. Landscape Architecture
Cal Poly San Luis Obispo
Master of Business Administration (MBA)
Golden Gate University
M.S. Taxation
Realize CPA, LLP August 2013 - Present
Golden Gate University School of Taxation August 2011 - Present
Deloitte Tax LLP May 2006 - 2013
WTAS 2001 - 2006
Arthur Andersen 1994 - 2001
Bancroft, Avery & McAlister 1987 - 1994
Skills
International Tax, Corporate Tax, Management Consulting, Private Equity, Financial Modeling, Strategy, Financial Analysis, Financial Reporting, Tax Accounting, Business Strategy, Venture Capital, High Net Worth..., Tax Research, Tax, Partnership Taxation, Not for Profit, Family Office, Charitable Gift Planning, Financial Planners, Financial Advisory, CPA, Trusts
Education
Cal Poly San Luis Obispo
B.S. Landscape Architecture
Cal Poly San Luis Obispo
Master of Business Administration (MBA)
Golden Gate University
M.S. Taxation
Jon Guiliano's WTAS Experience January 2012 - February 2014
Job Senior Associate, SALT at KPMG US
Industry Accounting
Experience
KPMG US March 2014 - Present
WTAS January 2012 - February 2014
Chambers of Judge Robert Wherry, Jr., U.S. Tax Court September 2011 - December 2011
Office of Representative John Larson, United States House of Representatives March 2011 - May 2011
Benjamin, Weill, & Mazer June 2010 - August 2010
Bracamontes & Vlasak January 2010 - May 2010
Office of the City Attorney September 2009 - December 2009
Skills
Legal Research, Tax Law, Legal Writing, Trusts, Tax, Estate Planning, International Tax, Litigation, Tax Research, Corporate Tax, Estate Tax Planning, Partnership Taxation, Income Tax, Corporate Law, LLC, Property Tax
Education
Georgetown University Law Center 2010 — 2011
LLM, Taxation
Golden Gate University, School of Law 2008 — 2011
Juris Doctorate
University of California, Santa Cruz 2002 — 2006
B.A., Literature
KPMG US March 2014 - Present
WTAS January 2012 - February 2014
Chambers of Judge Robert Wherry, Jr., U.S. Tax Court September 2011 - December 2011
Office of Representative John Larson, United States House of Representatives March 2011 - May 2011
Benjamin, Weill, & Mazer June 2010 - August 2010
Bracamontes & Vlasak January 2010 - May 2010
Office of the City Attorney September 2009 - December 2009
Skills
Legal Research, Tax Law, Legal Writing, Trusts, Tax, Estate Planning, International Tax, Litigation, Tax Research, Corporate Tax, Estate Tax Planning, Partnership Taxation, Income Tax, Corporate Law, LLC, Property Tax
Education
Georgetown University Law Center 2010 — 2011
LLM, Taxation
Golden Gate University, School of Law 2008 — 2011
Juris Doctorate
University of California, Santa Cruz 2002 — 2006
B.A., Literature
Navtej Sandhu, CPA's WTAS Experience July 2012 - January 2014
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
The D. E. Shaw Group January 2014 - June 2015
WTAS July 2012 - January 2014
Barnes & Noble January 2012 - July 2012
Barnes & Noble March 2011 - January 2012
Skills
Tax, Auditing, Accounting, Sales Tax, Excel, Partnership Taxation, High Net Worth..., Private Equity, FATCA, Hedge Funds, Use Tax, State Tax, FBAR
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Accounting, Taxation
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts, Psychology
PwC July 2015 - Present
The D. E. Shaw Group January 2014 - June 2015
WTAS July 2012 - January 2014
Barnes & Noble January 2012 - July 2012
Barnes & Noble March 2011 - January 2012
Skills
Tax, Auditing, Accounting, Sales Tax, Excel, Partnership Taxation, High Net Worth..., Private Equity, FATCA, Hedge Funds, Use Tax, State Tax, FBAR
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Accounting, Taxation
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts, Psychology
Jonathan Saviet's WTAS Experience January 2008 - June 2010
Job Tax Senior Manager at Deloitte Tax
Industry Accounting
Experience
Deloitte Tax LLP July 2010 - Present
One Village at a Time 2009 - 2011
One Earth Designs 2009 - 2011
WTAS January 2008 - June 2010
HSNO 2007 - 2007
Skills
Tax, Tax Preparation, Income Tax, QuickBooks, Financial Analysis, Auditing, Strategic Financial..., Financial Modeling, Corporate Tax, Due Diligence, Tax Accounting, CPA
Education
Northeastern University 2008 — 2009
MST
Bryant University 2004 — 2007
BSBA, Accounting & Finance
SJ
Deloitte Tax LLP July 2010 - Present
One Village at a Time 2009 - 2011
One Earth Designs 2009 - 2011
WTAS January 2008 - June 2010
HSNO 2007 - 2007
Skills
Tax, Tax Preparation, Income Tax, QuickBooks, Financial Analysis, Auditing, Strategic Financial..., Financial Modeling, Corporate Tax, Due Diligence, Tax Accounting, CPA
Education
Northeastern University 2008 — 2009
MST
Bryant University 2004 — 2007
BSBA, Accounting & Finance
SJ
Ashley McLean's WTAS Experience July 2009 - July 2010
Job Manager at Berkshire Health Systems
Industry Hospital & Health Care
Experience
Berkshire Health Systems June 2014 - Present
Berkshire Health Systems January 2012 - May 2014
Berkshire Health Systems December 2010 - January 2012
WTAS July 2009 - July 2010
State Street June 2008 - August 2008
Berkshire Health Systems May 2006 - August 2007
Skills
Hospitals, Healthcare, EMR, Inpatient, Six Sigma, Physicians, Budgets, Customer Service, HIPAA, Clinical Research
Education
College of Our Lady of the Elms 2014 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Saint Michael's College 2005 — 2009
Bachelor's Degree, Business Administration & Finance
Berkshire Health Systems June 2014 - Present
Berkshire Health Systems January 2012 - May 2014
Berkshire Health Systems December 2010 - January 2012
WTAS July 2009 - July 2010
State Street June 2008 - August 2008
Berkshire Health Systems May 2006 - August 2007
Skills
Hospitals, Healthcare, EMR, Inpatient, Six Sigma, Physicians, Budgets, Customer Service, HIPAA, Clinical Research
Education
College of Our Lady of the Elms 2014 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Saint Michael's College 2005 — 2009
Bachelor's Degree, Business Administration & Finance
Rajan Mehtani's WTAS Experience June 2006 - June 2011
Job at
Industry Hospital & Health Care
Experience
eClinicalWorks November 2014 - Present
eClinicalWorks February 2014 - November 2014
Picoco LLC September 2013 - November 2013
S&P Enterprises LLC June 2011 - August 2013
WTAS June 2006 - June 2011
Deloitte August 1998 - June 2006
Deloitte August 1998 - June 2006
Liberty Financial Companies August 1987 - August 1998
Skills
Strategic Planning, Due Diligence, Customer Service, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Strategic Financial..., Wealth Management, Venture Capital, Microsoft Excel, Budgets, Recruiting, Mergers & Acquisitions, Equities, Relationship Management, Hospitality, Restaurants, Strategy
Education
Hofstra University 1985 — 1986
Master of Business Administration (M.B.A.), Finance
Adelphi University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Management
eClinicalWorks November 2014 - Present
eClinicalWorks February 2014 - November 2014
Picoco LLC September 2013 - November 2013
S&P Enterprises LLC June 2011 - August 2013
WTAS June 2006 - June 2011
Deloitte August 1998 - June 2006
Deloitte August 1998 - June 2006
Liberty Financial Companies August 1987 - August 1998
Skills
Strategic Planning, Due Diligence, Customer Service, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Strategic Financial..., Wealth Management, Venture Capital, Microsoft Excel, Budgets, Recruiting, Mergers & Acquisitions, Equities, Relationship Management, Hospitality, Restaurants, Strategy
Education
Hofstra University 1985 — 1986
Master of Business Administration (M.B.A.), Finance
Adelphi University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Management
Jacqueline Annino's WTAS Experience July 2009 - July 2013
Job Senior Business Consultant Corporate Development Program at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance June 2014 - August 2014
WTAS July 2009 - July 2013
Education
Boston University - School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2005 — 2009
B.S., Finance
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance June 2014 - August 2014
WTAS July 2009 - July 2013
Education
Boston University - School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2005 — 2009
B.S., Finance
Marissa May's WTAS Experience June 2006 - June 2011
Job Senior Tax Analyst at Penske Truck Leasing
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing April 2015 - Present
Penske Truck Leasing July 2011 - April 2015
WTAS June 2006 - June 2011
Skills
Tax, Tax Research
Education
Villanova University 2006 — 2008
Masters, Taxation
Bentley University 2003 — 2006
B.S., Accounting
Penske Truck Leasing April 2015 - Present
Penske Truck Leasing July 2011 - April 2015
WTAS June 2006 - June 2011
Skills
Tax, Tax Research
Education
Villanova University 2006 — 2008
Masters, Taxation
Bentley University 2003 — 2006
B.S., Accounting
Anna Ovchinnikova's WTAS Experience June 2008 - October 2008
Job Supervising Senior at Connor Group
Industry Accounting
Experience
Connor Group November 2014 - Present
PwC March 2014 - August 2014
PricewaterhouseCoopers January 2011 - March 2014
PwC June 2010 - August 2010
WTAS June 2008 - October 2008
Education
San Jose State University 2007 — 2010
BS, Accounting and Finance
Foothill College 2006 — 2007
Business Administration and Management, General
Connor Group November 2014 - Present
PwC March 2014 - August 2014
PricewaterhouseCoopers January 2011 - March 2014
PwC June 2010 - August 2010
WTAS June 2008 - October 2008
Education
San Jose State University 2007 — 2010
BS, Accounting and Finance
Foothill College 2006 — 2007
Business Administration and Management, General
Alyson Kroischke's WTAS Experience July 2002 - October 2005
Job Director at Stanislawski & Harrison, CPAs
Industry Accounting
Experience
Stanislawski & Harrison, CPAs 2007 - Present
Oakmont Corporation 2005 - 2007
WTAS July 2002 - October 2005
Arthur Andersen 1996 - 2002
Education
USC
Master in Business Taxation
Claremont McKenna College 1993 — 1997
BS, Accounting
Stanislawski & Harrison, CPAs 2007 - Present
Oakmont Corporation 2005 - 2007
WTAS July 2002 - October 2005
Arthur Andersen 1996 - 2002
Education
USC
Master in Business Taxation
Claremont McKenna College 1993 — 1997
BS, Accounting
Manjinder Bhatti's WTAS Experience February 2013 - 2014
Job Senior Coordinator, Talent Acquisition at Blue Shield of California
Industry Human Resources
Experience
Blue Shield of California June 2014 - Present
WTAS February 2013 - 2014
TRUSTe November 2011 - January 2013
Service Source August 2011 - November 2011
Pacific Field Services April 2010 - September 2010
Hostess Inc July 2009 - December 2009
Skills
Recruiting, Applicant Tracking..., Human Resources, Team Leadership, Microsoft Excel, Onboarding, Interviews, New Hire Orientations, CRM, Leadership
Education
California State University-Sacramento 2002 — 2004
Bachelor of Arts, Studio Art & Art History
Blue Shield of California June 2014 - Present
WTAS February 2013 - 2014
TRUSTe November 2011 - January 2013
Service Source August 2011 - November 2011
Pacific Field Services April 2010 - September 2010
Hostess Inc July 2009 - December 2009
Skills
Recruiting, Applicant Tracking..., Human Resources, Team Leadership, Microsoft Excel, Onboarding, Interviews, New Hire Orientations, CRM, Leadership
Education
California State University-Sacramento 2002 — 2004
Bachelor of Arts, Studio Art & Art History
Alina Kabanova's WTAS Experience May 2006 - May 2009
Job Accounting Professional
Industry Accounting
Experience
WTAS May 2006 - May 2009
Immunodiagnostics, Inc June 2001 - September 2005
Education
Bentley University 2002 — 2006
Bachelor of Science, Corporate Finance and Accounting
WTAS May 2006 - May 2009
Immunodiagnostics, Inc June 2001 - September 2005
Education
Bentley University 2002 — 2006
Bachelor of Science, Corporate Finance and Accounting
Hoy Ng's WTAS Experience January 2011 - Present
Job Tax Manager at Deloitte Tax, LLP
Industry Accounting
Experience
WTAS January 2011 - Present
Deloitte & Touche Tax Technologies 2006 - 2010
Education
Golden Gate University 2005 — 2006
MST, Taxation
California State University - San Diego 1996 — 1999
Bachelors, Accounting
WTAS January 2011 - Present
Deloitte & Touche Tax Technologies 2006 - 2010
Education
Golden Gate University 2005 — 2006
MST, Taxation
California State University - San Diego 1996 — 1999
Bachelors, Accounting
Eric Muldowney's WTAS Experience 2012 - 2013
Job Senior Tax Associate at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. 2014 - Present
WTAS 2012 - 2013
WTAS LLC July 2010 - June 2012
Yellowbook June 2009 - August 2009
Education
Boston College 2006 — 2010
Bachelor of Arts, Economics Major, Computer Science Minor
Wolf & Company, P.C. 2014 - Present
WTAS 2012 - 2013
WTAS LLC July 2010 - June 2012
Yellowbook June 2009 - August 2009
Education
Boston College 2006 — 2010
Bachelor of Arts, Economics Major, Computer Science Minor
Mazin Malik's WTAS Experience September 2008 - December 2008
Job Senior Audit Associate at EY
Industry Accounting
Experience
EY October 2014 - Present
PwC October 2013 - October 2014
McGladrey October 2011 - October 2013
Porsche Financial Services, Inc October 2009 - November 2010
Thaakat Foundation April 2008 - January 2010
WTAS September 2008 - December 2008
Skills
Account Reconciliation, Accounting, Auditing, Accounts Payable, Tax, Invoicing, Management, Recruiting, Sales, Fundraising, Financial Reporting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, Tax Returns, Financial Accounting
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting and Management Information Systems
EY October 2014 - Present
PwC October 2013 - October 2014
McGladrey October 2011 - October 2013
Porsche Financial Services, Inc October 2009 - November 2010
Thaakat Foundation April 2008 - January 2010
WTAS September 2008 - December 2008
Skills
Account Reconciliation, Accounting, Auditing, Accounts Payable, Tax, Invoicing, Management, Recruiting, Sales, Fundraising, Financial Reporting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, Tax Returns, Financial Accounting
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting and Management Information Systems
Timothy Wallace's WTAS Experience January 2012 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
WTAS January 2012 - Present
WTAS January 2010 - December 2011
GE June 2008 - February 2009
Skills
Tax Research, Tax Accounting, Tax, Accounting, GAAP, Income Tax, Tax Preparation, International Tax, Financial Accounting, Financial Statements, General Ledger
Education
Fairfield University 2005 — 2009
BS, Accounting
Connetquot High School 2001 — 2004
Regents Diploma, N/A
Andersen Tax January 2015 - Present
WTAS January 2012 - Present
WTAS January 2010 - December 2011
GE June 2008 - February 2009
Skills
Tax Research, Tax Accounting, Tax, Accounting, GAAP, Income Tax, Tax Preparation, International Tax, Financial Accounting, Financial Statements, General Ledger
Education
Fairfield University 2005 — 2009
BS, Accounting
Connetquot High School 2001 — 2004
Regents Diploma, N/A
Kristen McKenna's WTAS Experience 2003 - 2003
Job CPA
Industry Accounting
Experience
RoseMcKenna PLLC 2012 - Present
Rose & Associates PLLC 2005 - 2012
PwC 2004 - 2004
WTAS 2003 - 2003
Education
American University
Master of Science, Taxation
Northeastern University
Bachelor of Science in Business Administration, Major in Accounting & International Business, Minor in Spanish
Georgetown Visitation Preparatory School
RoseMcKenna PLLC 2012 - Present
Rose & Associates PLLC 2005 - 2012
PwC 2004 - 2004
WTAS 2003 - 2003
Education
American University
Master of Science, Taxation
Northeastern University
Bachelor of Science in Business Administration, Major in Accounting & International Business, Minor in Spanish
Georgetown Visitation Preparatory School
Andrew Kyriacou's WTAS Experience July 2005 - Present
Job Managing Director at WTAS
Industry Financial Services
Experience
WTAS July 2005 - Present
Ernst & Young August 1991 - June 2005
Skills
Estate Planning, Strategic Financial..., High Net Worth..., Wealth Management, Investment Advisory, Tax Advisory, Financial Planners, Tax, Estate Tax Planning, Investments, Trusts, Financial Advisory, Income Tax, Financial Planning, Finance
Education
Boston University
BSBA, JD, LLM, Accounting, Law
WTAS July 2005 - Present
Ernst & Young August 1991 - June 2005
Skills
Estate Planning, Strategic Financial..., High Net Worth..., Wealth Management, Investment Advisory, Tax Advisory, Financial Planners, Tax, Estate Tax Planning, Investments, Trusts, Financial Advisory, Income Tax, Financial Planning, Finance
Education
Boston University
BSBA, JD, LLM, Accounting, Law
Fard Shaheed's WTAS Experience July 2002 - April 2007
Job Art Director | Designer at Draf Ink
Industry Design
Experience
Draf Ink 2006 - Present
Victoria's Secret August 2014 - January 2015
Stormwatch Magazine January 2013 - June 2013
7 Days Learning Systems LLC June 2010 - August 2010
SCAN Family Renewal Center January 2010 - April 2010
WTAS July 2002 - April 2007
Education
CUNY New York City College of Technology 2010 — 2015
Bachelor of Technology (B.Tech.), Communication Design
CUNY Bronx Community College 1993 — 1996
Associate of Arts (A.A.), Liberal Arts - Art Option
High School of Art & Design 1989 — 1993
High School Diploma, Fashion Illustration
Draf Ink 2006 - Present
Victoria's Secret August 2014 - January 2015
Stormwatch Magazine January 2013 - June 2013
7 Days Learning Systems LLC June 2010 - August 2010
SCAN Family Renewal Center January 2010 - April 2010
WTAS July 2002 - April 2007
Education
CUNY New York City College of Technology 2010 — 2015
Bachelor of Technology (B.Tech.), Communication Design
CUNY Bronx Community College 1993 — 1996
Associate of Arts (A.A.), Liberal Arts - Art Option
High School of Art & Design 1989 — 1993
High School Diploma, Fashion Illustration
Itoji Kawasaki's WTAS Experience September 2006 - March 2012
Job Senior Administrative Assistant
Industry Accounting
Experience
KPMG US July 2014 - Present
PwC March 2012 - June 2014
WTAS September 2006 - March 2012
KPMG US May 2004 - February 2006
Bank of Tokyo-Mitsubishi UFJ April 1999 - May 2003
Yaskawa America, Inc. - Drives & Motion Division March 1998 - April 1999
Metal One America, LTD divison of Mitsubishi International February 1997 - March 1998
Skills
Microsoft Office, GFS, Lotus Notes, GoSystems, Relius, AS400 system, SAP BW, Employee Benefits
Education
京都外語大学 / Kyoto University of Foreign Studies 1997 — 2001
Bachelor's degree, Chinese Language and Literature
KPMG US July 2014 - Present
PwC March 2012 - June 2014
WTAS September 2006 - March 2012
KPMG US May 2004 - February 2006
Bank of Tokyo-Mitsubishi UFJ April 1999 - May 2003
Yaskawa America, Inc. - Drives & Motion Division March 1998 - April 1999
Metal One America, LTD divison of Mitsubishi International February 1997 - March 1998
Skills
Microsoft Office, GFS, Lotus Notes, GoSystems, Relius, AS400 system, SAP BW, Employee Benefits
Education
京都外語大学 / Kyoto University of Foreign Studies 1997 — 2001
Bachelor's degree, Chinese Language and Literature