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
Darcia Jinkerson Darcia Jinkerson Houston, Texas Details
Darcia Jinkerson's WTAS Experience June 2011 - October 2011
Job Tax Senior at Deloitte
Industry Accounting
Experience
Deloitte  January 2013 - Present
Deloitte  January 2012 - April 2012
WTAS   June 2011 - October 2011
Women in Business  May 2010 - May 2011
The Loyola Phoenix  December 2009 - December 2010
Food Outreach  May 2010 - July 2010
Public Relations Student Society of America- Loyola Chapter   May 2009 - May 2010
Center for Economic Progress  January 2010 - April 2010
The Hermann London Group   May 2009 - August 2009
National Student Partnerships  January 2009 - May 2009

Skills
Tax Return Preparation, Microsoft Office, Accounting, Tax, Corporate Tax, Tax Research, Tax Preparation

Education
Loyola University of Chicago   2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Summa Cum Laude

John Gates John Gates Chicago, Illinois Details
John Gates's WTAS Experience May 2010 - August 2010
Job Industrial Capital Markets Analyst at Jones Lang LaSalle at JLL
Industry Real Estate
Experience
JLL  May 2014 - Present
Jones Lang LaSalle  April 2013 - May 2014
CBRE  May 2012 - April 2013
Ironpoint Partners   January 2012 - May 2012
The Private Bank And Trust Company  May 2011 - August 2011
WTAS   May 2010 - August 2010
HTG Capital Partners, LLC  May 2009 - August 2009

Skills
Financial Analysis, Valuation, Investments

Education
Southern Methodist University   2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance

Salisbury School   2006 — 2008

Eaglebrook School   2004 — 2006

Christopher Koehler Christopher Koehler Greater New York City Area Details
Christopher Koehler's WTAS Experience July 2002 - February 2004
Job Senior Financial Planning Manager at Mariner Wealth Advisors
Industry Investment Management
Experience
Mariner Wealth Advisors  January 2014 - Present
Bessemer Trust  February 2004 - January 2014
WTAS   July 2002 - February 2004
Andersen LLP  October 2000 - July 2002

Skills
High Net Worth..., Income Tax, Tax Advisory, Tax Returns

Education
Seton Hall University   2004 — 2006
Master of Science (M.S.), Taxation

Marist College   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Christine McGarry Christine McGarry Greater New York City Area Details
Christine McGarry's WTAS Experience June 2013 - Present
Job Senior Financial Analyst
Industry Financial Services
Experience
WTAS   June 2013 - Present
Kaye Scholer LLP  August 1988 - December 2012
Citi  1986 - 1988
JPMorgan Chase  1983 - 1986

Skills
Financial Analysis, Finance, Financial Reporting, Budget Process, Forecasting, Variance Analysis, Financial Modeling, Accounting, Internal Audit, Internal Controls, Microsoft Excel, PowerPoint, Multi Tasking, Communication Skills, Deadline Driven, Accounts Payable, Budget Monitoring, Department Budgeting, Expense Budget..., Budgets, Account Reconciliation, Accounts Receivable, Financial Accounting, Managerial Finance

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management

St. Francis College
Bachelor of Science (BS), Business Administration and Management, General

Olivia Brennan Olivia Brennan Greater Chicago Area Details
Olivia Brennan's WTAS Experience August 2008 - September 2011
Job Attorney at Charles E. Dobrusin & Associates Ltd.
Industry Law Practice
Experience
Charles E. Dobrusin & Associates Ltd.   September 2011 - Present
WTAS   August 2008 - September 2011
Law Offices of Michael T. Sawyier   January 2007 - August 2007

Skills
Estate Planning, Estate Administration, Tax Law, Partnership Taxation, S Corporations, Tax Research, Tax, Legal Research, Legal Writing

Education
Loyola University Chicago School of Law   2005 — 2008
Doctor of Law (J.D.), Taxation

University of Michigan   2001 — 2005
B.A., Psychology, Statistics

LD Sergi Trager LD Sergi Trager Los Angeles, California Details
LD Sergi Trager's WTAS Experience February 2011 - November 2012
Job Tax Principal at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte  August 2014 - Present
Rothstein Kass  November 2012 - May 2014
WTAS   February 2011 - November 2012
Proskauer Rose LLP  2007 - 2010
O'Melveny & Myers LLP   2003 - 2008
Arthur Andersen  1995 - 1997

Skills
Tax Law, Tax Advisory, Tax, Tax Research, Venture Capital, Corporate Tax, Due Diligence, Estate Tax Planning, International Tax, Private Equity, Financial Planners, Mergers, Partnership Taxation, SEC filings, Trusts

Education
UCLA School of Law   1998 — 2001
J.D., Busness Tax

Oberlin College
Bachelor of Arts (B.A.), Economics

Jeremy Ross Jeremy Ross Los Angeles, California Details
Jeremy Ross's WTAS Experience January 2013 - April 2013
Job Associate Attorney at Wilson Elser
Industry Law Practice
Experience
Wilson Elser  May 2014 - Present
WTAS   January 2013 - April 2013
Rock Fusco, LLC  May 2012 - August 2012
Kubasiak, Fylstra, Thorpe & Rotunno, S.C.   June 2011 - August 2011
Kondaur Capital Corporation  April 2010 - August 2010
Kondaur Capital Corporation  July 2008 - April 2010
UC Davis  September 2006 - March 2008
Wallin & Klarich  June 2006 - August 2006

Skills
Due Diligence, Real Estate Due..., Legal Research, Skip Tracing, Employee Training, Security Policy..., Text Editing, Memos, Tax, Loans, Mortgage Lending, Real Estate, Investments, Portfolio Management, Analysis, Legal Writing, Finance, Litigation, Lexis, Corporate Law, Start-ups, Legal Issues, LexisNexis, Civil Litigation

Education
Loyola University Chicago School of Law   2010 — 2013
JD with Certificate in Taxation

Quinlan School of Business, Loyola University Chicago   2012 — 2014
Master of Business Administration (MBA), JD/MBA Dual Degree

University of California, Davis   2004 — 2008
BA, Philosophy, History

Steven Akian Steven Akian Greater New York City Area Details
Steven Akian's WTAS Experience January 2004 - July 2007
Job Tax Director at Markit
Industry Accounting
Experience
Markit  November 2013 - Present
EY  July 2007 - November 2013
WTAS   January 2004 - July 2007
Deloitte & Touche LLP  May 2002 - January 2004
Arthur Andersen  October 2000 - May 2002

Skills
Sales Tax, Consulting, Technology, State Tax, Sales & Use Tax, Tax Research, Tax, Tax Advisory, Tax Law, Big 4, Tax Preparation, US Tax, Due Diligence

Education
Maurice A. Deane School of Law at Hofstra University   1997 — 2000
JD, Law

New York University - College of Arts and Science   1989 — 1993
BA, Political Science, History

Dimitria Maris Dimitria Maris Greater New York City Area Details
Dimitria Maris's WTAS Experience June 2013 - November 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC  October 2014 - Present
WTAS   June 2013 - November 2013
O'Connor Davies, LLP   February 2013 - May 2013
Sharp Entertainment  April 2012 - June 2012
Babysitting  2009 - 2011
I.D. Systems, Inc.   June 2010 - July 2010
American Dream Diner   2008 - 2009

Skills
Microsoft Office, ProSystem fx Tax, Tax Wise 2012, QuickBooks, 1099-etc for 2009, CFS Sales Tax Preparer..., E-Form RS, SuperForm Tax, Microsoft Excel, Tax, Financial Analysis, Tax Preparation, Sales Tax, Management, Invoicing, Nonprofits, Photoshop, General Ledger, Fundraising, Financial Accounting, Microsoft Word

Education
Manhattan College   2013 — 2014
Master of Business Administration in Accounting

Manhattan College   2009 — 2013
Bachelor of Science, Accounting

David J. Yoo, CPA, MBT, CFP ® David J. Yoo, CPA, MBT, CFP ® Newport Beach, California Details
David J. Yoo, CPA, MBT, CFP ®'s WTAS Experience July 2002 - December 2003
Job Tax Senior Manager at Squar Milner
Industry Accounting
Experience
Squar Milner  September 2012 - Present
Windes & McClaughry Accountancy Corporation  September 2009 - August 2012
Sweek Connolly & Company   July 2007 - June 2009
Holthouse Carlin & Van Trigt LLP  January 2004 - June 2007
WTAS   July 2002 - December 2003
PricewaterhouseCoopers  June 1998 - September 2000

Skills
Accounting, CPA, Estate Law, Income Tax, LLC, Partnership Taxation, Tax, Tax Accounting, Tax Preparation, Tax Research, Strategic Financial..., Finance, Trusts, Tax Returns, Financial Planning

Education
University of Southern California   2000 — 2001
Master, Business Taxation

University of California, Irvine   1994 — 1998
Bachelor, Social Sciences (Emphasis in Economics)

Sunny Hills High School   1992 — 1994

Sonora High School   1990 — 1992

Meredith Wall, CPA Meredith Wall, CPA Watsonville, California Details
Meredith Wall, CPA's WTAS Experience January 2007 - June 2007
Job Senior Tax Analyst at Driscoll's
Industry Accounting
Experience
Driscoll's  November 2013 - Present
Reiter Affiliated Companies  January 2012 - October 2013
J.H. Cohn LLP   January 2009 - January 2012
Ernst & Young  January 2008 - June 2008
WTAS   January 2007 - June 2007

Education
Northeastern University   2005 — 2009
Bachelors, Accounting

Brian Ouyang Brian Ouyang Greater Los Angeles Area Details
Brian Ouyang's WTAS Experience December 2008 - May 2010
Job MBA Candidate at UCLA Anderson School of Management
Industry Management Consulting
Experience
Juniper Networks  June 2015 - August 2015
The Advisory Board  October 2011 - March 2014
Montgomery & Co., LLC   May 2010 - September 2011
WTAS   December 2008 - May 2010
Houlihan Lokey  July 2008 - November 2008
Houlihan Lokey  June 2007 - August 2007

Skills
Financial Modeling, Due Diligence, Strategic Planning, Corporate Finance, Strategy, Valuation, Business Development, Corporate Development, Financial Analysis, Financial Reporting, Competitive Analysis, Market Research, Market Analysis, Data Analysis, M&A due diligence, Financial Accounting, Finance, Analysis, CRM, Mergers & Acquisitions, Linear Programming

Education
UCLA Anderson School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

IESE Business School - University of Navarra   2015 — 2015
Master of Business Administration (M.B.A.)

University of California, Berkeley   2004 — 2008
BS/BA

Michelle Secor Michelle Secor San Francisco Bay Area Details
Michelle Secor's WTAS Experience June 2010 - August 2010
Job Senior Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers  July 2013 - Present
PricewaterhouseCoopers  September 2011 - June 2013
Law Clerk  June 2009 - April 2011
WTAS   June 2010 - August 2010
Law Offices of Greta L Wilson   August 2006 - June 2008

Skills
Tax, Corporate Tax, Tax Research, Tax Accounting, Big 4, Income Tax, Tax Advisory, CPA, US Tax

Education
UC Hastings College of the Law   2008 — 2011
Doctor of Law (J.D.), Taxation

Tulane University - A.B. Freeman School of Business   2002 — 2006
Bachelor of Science (B.S.), Legal Studies & Accounting

Alexis Wang Alexis Wang Fairfax, Virginia Details
Alexis Wang's WTAS Experience January 2013 - April 2013
Job Credit Risk Associate at KPMG
Industry Financial Services
Experience
KPMG US  July 2014 - Present
Chinese Tutor   December 2010 - Present
KPMG US  June 2013 - August 2013
WTAS   January 2013 - April 2013
Coach  July 2010 - December 2012
Green Festival   November 2008 - December 2012
Department of the Interior  May 2010 - August 2010

Skills
Financial Modeling, Financial Reporting, Valuation, Accounts Receivable, Bloomberg, Corporate Finance, Financial Accounting, Teamwork

Education
University of Maryland College Park   2011 — 2013
Bachelor's degree, Accounting and Finance, 3.55

Northern Virginia Community College   2008 — 2010
Associate of Science (A.S.), Business Administration, 3.80

Bowen Ma Bowen Ma Los Angeles, California Details
Bowen Ma's WTAS Experience July 2013 - October 2013
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax  July 2014 - Present
WTAS   July 2013 - October 2013
Associated Students UCLA  January 2013 - June 2013
MiraCosta College  January 2011 - August 2012
MiraCosta College  January 2011 - May 2012
MiraCosta College  2011 - 2012
Thai Restaurant   June 2010 - October 2010

Skills
Higher Education, Tutoring, Teaching, Public Speaking, Research, Student Affairs, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Community Outreach, Curriculum Development, Event Planning, Grant Writing, Editing, QuickBooks, Time Management, Blogging, Communication, Strategic Communications, Statistics, Customer Service, Critical Thinking, Tax, Social Networking

Education
UCLA   2012 — 2014
Bachelor of Arts (B.A.), Business Economics

MiraCosta College   2010 — 2012
Associate of Science (A.S.), Math, 3.95

Dalian No.1 Middle School

Erik Slechta Erik Slechta Greater Los Angeles Area Details
Erik Slechta's WTAS Experience 2005 - 2008
Job Senior Counsel at Skinner Law Group
Industry Consumer Services
Experience
Skinner Law Group   January 2014 - Present
Aramark Uniform Services  January 2009 - January 2014
WTAS   2005 - 2008
Sattar and Slechta   2003 - 2005
Deloitte Tax  May 2002 - May 2003
The Ayco Company, L.P.   May 2001 - May 2002
Arthur Andersen LLP  June 1998 - May 2001

Skills
Sales Tax, Tax Law, Tax Research, State Tax Planning, Property Tax, Tax Audit Representation

Education
Syracuse University College of Law   1996 — 1999
JD

University of California, San Diego   1991 — 1995
BA, Economics

Sean Kyler Sean Kyler Greater Philadelphia Area Details
Sean Kyler's WTAS Experience June 2010 - December 2012
Job Senior Tax Accountant at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP  December 2012 - Present
WTAS   June 2010 - December 2012

Skills
Tax, Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Tax Preparation, Income Tax, Accounting, Tax Advisory, International Tax, Financial Statements, S Corporations, ProSystem fx Tax, Tax Returns, GoSystems, US Tax, High Net Worth...

Education
Kutztown University of Pennsylvania   2006 — 2010
Bachelor of Business Administration (BBA), Accounting

Yu Min Choe, CPA Yu Min Choe, CPA Memphis, Tennessee Details
Yu Min Choe, CPA's WTAS Experience August 2011 - July 2012
Job International Tax Supervisor
Industry Accounting
Experience
International Paper  July 2012 - Present
WTAS   August 2011 - July 2012
Deloitte & Touche  September 2008 - July 2011

Skills
Corporate Tax, International Tax, Tax, Transfer Pricing, Tax Accounting, Tax Law, Tax Advisory, Accounting, Income Tax, Tax Research, Financial Accounting, Internal Controls, Tax Preparation, IFRS, US GAAP, Tax Returns, CPA, Big 4, GAAP, Sarbanes-Oxley Act

Education
University of Southern California   2007 — 2008
Masters, Business Taxation

University of California, Irvine   2002 — 2006
Bachelors, Economics

Katherine McCue Katherine McCue Greater Boston Area Details
Katherine McCue's WTAS Experience July 2012 - June 2014
Job Senior Tax Associate at WTAS
Industry Accounting
Experience
Andersen Tax  July 2014 - Present
WTAS   July 2012 - June 2014
Avesta Housing  May 2011 - August 2011
United Way of America  May 2010 - August 2010

Skills
Accounting, Tax Research, Partnership Taxation, Tax, QuickBooks, Financial Accounting, Auditing, Financial Analysis, Accounts Receivable, Tax Preparation, Income Tax, Microsoft Excel, Tax Accounting, Corporate Tax, Tax Returns, Financial Modeling, Strategic Financial..., CPA, Microsoft Word, Corporate Finance

Education
Stonehill College   2008 — 2012
Bachelor of Science (B.S.), Accounting

Michael Malter Michael Malter Greater New York City Area Details
Michael Malter's WTAS Experience May 2009 - August 2009
Job Sales Engineer at Klima New Jersey
Industry Mechanical or Industrial Engineering
Experience
Leistritz Advanced Technologies Corp.   November 2012 - November 2014
Kiddie Soccer  April 2012 - August 2012
Avionic Instruments  March 2011 - November 2011
Mosto Technologies, Inc.   November 2010 - March 2011
Solevis   June 2010 - September 2010
3rd Rock Systems & Technologies, Inc.   June 2010 - September 2010
Senior Design: Energy Solutions   August 2009 - May 2010
WTAS   May 2009 - August 2009
The Episcopal Academy  May 2009 - August 2009
CB Richard Ellis  January 2008 - January 2009

Skills
AutoCAD, Solidworks, Project Engineering, Solar, Green Building, International Business, Key Account Management, Manufacturing, Engineering, Microsoft Office, Strategic Planning, Word, Excel, Process Engineering, Process Improvement, Problem Solving, Customer Relations, Visio, PowerPoint, Systems Engineering, Team Leadership, Scheduling, Negotiation, Cross-functional Team..., Proposal Writing, Continuous Improvement, Windows, Contract Negotiation, Renewable Energy, HVAC, Product Development, Project Management, Offshore Oil & Gas, Oil & Gas Industry, PD Screw Pumps, Analysis, Mechanical Engineering, Testing, Energy, Engineering Management, Microsoft Excel, SolidWorks

Education
Stevens Institute of Technology   2005 — 2010
BEEM, Engineering Management, Economics

Nora (Turner) Belcher, CPA Nora (Turner) Belcher, CPA Greater Boston Area Details
Nora (Turner) Belcher, CPA's WTAS Experience January 2009 - May 2009
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  June 2014 - Present
PwC  June 2012 - June 2014
PricewaterhouseCoopers  September 2011 - June 2012
Northeastern University  July 2010 - August 2011
PricewaterhouseCoopers  January 2010 - May 2010
RuffaloCODY  May 2009 - December 2009
WTAS   January 2009 - May 2009
CSN Stores  October 2008 - December 2008
Schneider Electric  May 2007 - August 2008
AmeriCorps  October 2007 - April 2008

Skills
Accounting, Excel, Customer Service, Documentation, Tax, Microsoft Excel, Accounts Receivable, Software Documentation, Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Income Tax, Financial Accounting, Bookkeeping, Financial Statements, PowerPoint, GAAP, Budget, Microsoft Word, Leadership, Budgets, US GAAP, SAP

Education
Northeastern University   2010 — 2011
MSA, Accounting

University of Massachusetts Lowell   2013 — 2016
Master of Business Administration (M.B.A.)

Northeastern University   2007 — 2011
BSBA, Accounting, Finance

King Philip Regional High School   2003 — 2007
High School

Connie Yu Connie Yu Ann Arbor, Michigan Details
Connie Yu's WTAS Experience January 2012 - April 2012
Job MBA/MS Candidate University of Michigan, Ross School of Business | School of Natural Resources and Env.
Industry Renewables & Environment
Experience
Huron River Ventures  October 2013 - Present
Amazon  June 2014 - August 2014
University of Michigan  September 2012 - May 2014
JPMorgan Chase  June 2013 - August 2013
WTAS   January 2012 - April 2012
PECI (Portland Energy Conservation Inc.)   May 2010 - December 2011
WTAS (Wealth Tax Advisory Services)   2006 - June 2010
Gap Inc.  2005 - 2005

Skills
Financial Analysis, Financial Modeling, Due Diligence, Valuation, Management Consulting, Venture Capital, Finance

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2015
Master of Business Administration (MBA) and Master of Science

University of California, Berkeley - Walter A. Haas School of Business   2002 — 2006
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Business Administration and Economics

American University of Paris   2005 — 2005

Grace Loi Grace Loi Greater Los Angeles Area Details
Grace Loi's WTAS Experience April 2013 - December 2013
Job Senior HR Associate/Operations at Andersen Tax
Industry Accounting
Experience
Andersen Tax  December 2013 - Present
WTAS   April 2013 - December 2013
Roger CPA Review  October 2012 - April 2013
Roger CPA Review  February 2011 - October 2012
Roger CPA Review  October 2008 - January 2011
UCLA  June 2006 - September 2007
Union Bank  2005 - 2006
Union Bank  2005 - 2006

Skills
Public Speaking, Event Planning, Project Coordination, Teamwork, Sales, College Recruiting, Team Leadership, Internal Controls, Tax, PowerPoint, Leadership, Accounting, Management, Financial Accounting, Marketing, Analysis, Accounts Payable, Outlook, Data Analysis, Access, Microsoft Word, QuickBooks, Microsoft Office, Budgets, Social Media, Data Entry, Microsoft Excel, Marketing Strategy, Customer Service, Project Management, Online Marketing, Social Networking, Financial Statements, Time Management, Finance, Human Resources, Bookkeeping, Financial Analysis, Recruiting

Education
University of California, Los Angeles
Bachelor's of Arts, International Developmental Studies

San Diego State University
Post Bachelor's, Accounting

Analisa Schaaf Analisa Schaaf Greater Los Angeles Area Details
Analisa Schaaf's WTAS Experience January 2012 - January 2013
Job Senior Associate, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax  January 2015 - Present
Andersen Tax  January 2013 - January 2015
WTAS   January 2012 - January 2013

Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Modeling, Financial Accounting, Financial Reporting, PowerPoint, Business Valuation, DCF, Auditing

Education
University of California, Santa Barbara   2008 — 2011
Bachelor of Arts, Economics

Pasadena City College   2010 — 2010
Art History and History

Aaron Gilman Aaron Gilman Greater Boston Area Details
Aaron Gilman's WTAS Experience July 2010 - November 2011
Job Tax Senior at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company   November 2011 - Present
WTAS   July 2010 - November 2011
Gallagher, Flynn & Company, LLP   September 2009 - June 2010

Skills
Tax Research, Tax Preparation, Tax, Tax Accounting, Partnership Taxation, GAAP, Corporate Tax, Tax Returns, Income Tax, Accounting

Education
Saint Michael's College   2005 — 2009
BS, Accounting, Finance, Business Administration

betty lee betty lee Greater Los Angeles Area Details
betty lee's WTAS Experience February 2008 - February 2013
Job Beauty Product Development Manager at Eve by Eve's
Industry Accounting
Experience
Eve by Eve's   February 2013 - Present
WTAS   February 2008 - February 2013
RE/MAX Realty 100  July 2006 - May 2007

Skills
Tax

Education
University of California, Irvine   2003 — 2007
BA, International Studies

Gabriel Fox Gabriel Fox Long Island City, New York Details
Gabriel Fox's WTAS Experience August 2008 - January 2013
Job Supervisor at Marcum LLP
Industry Accounting
Experience
Marcum LLP  January 2013 - Present
WTAS   August 2008 - January 2013

Skills
Tax Accounting, Corporate Tax, Tax Research, Income Tax, Tax Preparation, Partnership Taxation, Tax, Tax Returns, CPA, Tax Advisory, Accounting, US Tax

Education
Northeastern University   2004 — 2009
BS, Accounting and Finance

Richard Dacher Richard Dacher Cortlandt Manor, New York Details
Richard Dacher's WTAS Experience July 2014 - Present
Job Junior Tax Associate at WTAS
Industry Accounting
Experience
WTAS   July 2014 - Present
WTAS   June 2013 - August 2013
DGA Security Systems  2012 - 2012
Iroquois Springs  June 2009 - August 2011

Skills
Accounting, Tax, Microsoft Excel, Microsoft Word, Access, PowerPoint, Minitab, Financial Accounting, QuickBooks, General Ledger, Leadership, Bookkeeping, Time Management, Microsoft Office, Nonprofits

Education
Muhlenberg College   2010 — 2014
Bachelor of Arts (B.A.), Accounting and Business Administration

Michael S. Winston Michael S. Winston Greater Boston Area Details
Michael S. Winston's WTAS Experience January 2008 - May 2008
Job Data Management Consultant | Real Estate Developer
Industry Management Consulting
Experience
NewVantage Partners   January 2010 - Present
Humble Hues   November 2012 - Present
GreenerBoston   March 2012 - Present
WinnCompanies  January 2009 - June 2009
Northeastern University  2008 - 2009
WTAS   January 2008 - May 2008
Granite Links Golf Club  March 2007 - August 2007

Skills
Data Governance, Master Data Management, Reference Data, Big Data, Technological Innovation, Business Strategy, Business Analysis, Strategic Planning, Sustainability, Problem Solving, Green Living, Green Building, Metadata, Metadata Management, Sharing, Microsoft Excel, Consulting, Strategy, Business Development, Entrepreneurship, Management, Management Consulting, Project Management, Leadership, Program Management, Strategic Partnerships, Business Intelligence, Research, Investments, Marketing

Education
Northeastern University
BSBA, Management Information Systems, Accounting & Entrepreneurship

Priya Kotak Priya Kotak Greater Los Angeles Area Details
Priya Kotak's WTAS Experience July 2013 - February 2014
Job Implementations Senior Analyst Client Solutions at Medallia
Industry Computer Software
Experience
Medallia  February 2015 - Present
Medallia, Inc.   February 2014 - February 2015
WTAS   July 2013 - February 2014
Freeman Beauty Labs  December 2012 - April 2013
Johnson Gray Advertising  July 2011 - August 2011
Daily Bruin Advertising   October 2009 - January 2010

Skills
Marketing, Copywriting, Social Media, Leadership, Writing, Advertising, Marketing Strategy, Marketing Communications

Education
University of California, Los Angeles   2009 — 2013
Communication Studies

Aaron White Aaron White Greater Los Angeles Area Details
Aaron White's WTAS Experience August 2009 - September 2010
Job Associate at Stern & Goldberg
Industry Law Practice
Experience
Stern & Goldberg   January 2012 - Present
Vaughn Legal Group   September 2010 - September 2011
WTAS   August 2009 - September 2010
Lanier Law Firm  2008 - 2008
Withers LLP  September 2007 - November 2007
Advocates for Faith and Freedom   June 2006 - July 2006

Skills
Probate Litigation, Civil Litigation, Contract Law, Estate Planning, Business, Business Litigation, Legal Research, Legal Writing, Litigation, Tax Law, Corporate Law, Tax, Estate Tax Planning, Commercial Litigation, Trusts, Wills, Westlaw, Real Estate, Estate Administration, Intellectual Property, Mediation, Joint Ventures, Pleadings, Courts, Appeals

Education
New York University School of Law   2014 — 2018
Master of Laws (LL.M.), Taxation

Pepperdine University School of Law   2006 — 2009
J.D.

Hillsdale College   1999 — 2004
B.A., Mathematics

Lisa (Garcia) Kneisel Lisa (Garcia) Kneisel Greater New York City Area Details
Lisa (Garcia) Kneisel's WTAS Experience July 2002 - June 2009
Job Director at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting  December 2013 - Present
True Partners Consulting  June 2009 - December 2013
WTAS   July 2002 - June 2009
Arthur Andersen, LLP  January 2000 - July 2002
Clinical Practice Management Plan/SUNY Stony Brook   September 1994 - January 2000
Arthur Andersen  August 1987 - September 1994

Skills
Tax Research, Tax Accounting, FIN 48, Corporate Tax, International Tax, Tax, Income Tax, Partnership Taxation, Tax Advisory, Tax Preparation, Tax Law, Tax Returns, Accounting, CPA

Education
Pace University-Pleasantville/Briarcliff Campus   1983 — 1987
BBA, Public Accounting

Bethpage High School- Bethpage, NY   1980 — 1983

Shayenne Thompson Shayenne Thompson San Francisco, California Details
Shayenne Thompson's WTAS Experience January 2008 - April 2008
Job Tax Associate at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal  July 2015 - Present
My Style of Learning - Academic & Artistic Support for the Youth   November 2012 - Present
Kustov & Associates   January 2015 - July 2015
Young Filipino Professionals Association   October 2014 - July 2015
Law Offices of Eric T. Johnson   October 2008 - 2015
Andersen Tax  February 2014 - October 2014
Liberty Tax Service  November 2008 - December 2012
WTAS   January 2008 - April 2008
Law Offices of Robert L. Goldstein   March 2006 - October 2006
San Francisco Superior Court  May 2005 - August 2005

Skills
Legal Writing, Finance, Legal Research, Tax Law, Bankruptcy, Leadership, Management, Fundraising, Analysis, Tax, Microsoft Excel, Strategy, Nonprofits, Tagalog, Spanish, Budgets, Tax Preparation, Auditing, Language Development, Language Skills, Lacerte, Tax Planning

Education
University of California, Hastings College of the Law   2005 — 2008
JD - Juris Doctor, Law

University of California, Berkeley   2000 — 2004
Bachelor of Arts (B.A.), Political Economy & Business Minor from Haas School of Business

Deer Valley High School   1996 — 2000

Rachel Eshleman Rachel Eshleman Lancaster, Pennsylvania Area Details
Rachel Eshleman's WTAS Experience May 2013 - August 2013
Job Staff Accountant at Maillie LLP
Industry Accounting
Experience
Maillie LLP  2014 - Present
WTAS   May 2013 - August 2013
Willow Valley Retirement Communities  August 2008 - May 2013

Education
Kutztown University of Pennsylvania   2010 — 2014
Accounting

Christopher Mulrane Christopher Mulrane Greater New York City Area Details
Christopher Mulrane's WTAS Experience July 2010 - February 2012
Job
Industry Financial Services
Experience
WTAS   July 2010 - February 2012
WTAS   July 2009 - August 2009

Education
Rider University   2006 — 2010
Business Administration

New Providence High School   2003 — 2006

Amrietha Nellan Amrietha Nellan San Francisco, California Details
Amrietha Nellan's WTAS Experience June 2012 - October 2012
Job Legislative Research Fellow at Texas Gun Sense
Industry Higher Education
Experience
Texas Gun Sense   February 2015 - Present
Texas House of Representatives  February 2015 - June 2015
Battleground Texas  February 2014 - November 2014
Jackson Sutton Special Needs Trust   September 2013 - January 2014
WTAS   June 2012 - October 2012
Travis County District Attorney's Office  June 2011 - August 2011
Texas Attorney General  June 2011 - August 2011
Credit-Wise Cats   October 2006 - May 2010
ASSET India Foundation   May 2008 - July 2008
United Nations High Commissioner for Refugees (UNHCR)   May 2006 - August 2006

Skills
Tax Law, Legal Research, Legal Writing, Tax, Corporate Law, Private Equity, Tax Research, Partnership Taxation, Corporate Tax, Corporate Finance, Income Tax, Courts, Criminal Law, Nonprofits

Education
University of California, Hastings College of the Law   2010 — 2013
Doctor of Law (J.D.), Law, Graduated

University of Arizona   2005 — 2010
Bachelor of Arts (B.A.) and Bachelor of Sciences (B.S), International/Global Studies and Business Economics

Ryan Cowan Ryan Cowan Los Angeles, California Details
Ryan Cowan's WTAS Experience June 2014 - October 2014
Job Law Student
Industry Law Practice
Experience
Brownstein Hyatt Farber Schreck  January 2015 - Present
WTAS   June 2014 - October 2014
Internal Revenue Service  January 2014 - May 2014
docstoc  October 2013 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Access

Education
Pepperdine University School of Law   2012 — 2015
Doctor of Law (JD), Law

Indiana University Bloomington   2008 — 2011
Bachelor of Science (BS), Political Science and Government

Elizabeth (Schmitz) Tomasiello, PHR Elizabeth (Schmitz) Tomasiello, PHR Baltimore, Maryland Area Details
Elizabeth (Schmitz) Tomasiello, PHR's WTAS Experience 2008 - 2010
Job HR Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers  August 2010 - Present
WTAS   2008 - 2010
PricewaterhouseCoopers  September 2003 - November 2008
PricewaterhouseCoopers  September 2003 - April 2006

Skills
Accounting, HRIS, Human Resources

Education
University of Baltimore   2004 — 2008
MBA

University of Richmond   1999 — 2003

Amber Fifer Amber Fifer Boston, Massachusetts Details
Amber Fifer's WTAS Experience June 2014 - October 2014
Job Tax Intern at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP  January 2015 - Present
StoneTurn Group  October 2014 - December 2014
WTAS   June 2014 - October 2014
RoseMcKenna   January 2014 - May 2014
BNP Paribas Fortis  February 2013 - July 2013
Beacon Communities LLC  July 2011 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, English, Accounting

Education
Northeastern University   2009 — 2014
Bachelor of Science (BS), International Business

YING NING YING NING San Francisco Bay Area Details
YING NING's WTAS Experience March 2014 - Present
Job Tax Assistant at WTAS
Industry Accounting
Experience
WTAS   March 2014 - Present

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting

Education
San Francisco State University   2012 — 2014
Bachelors Degree, Accounting

San Francisco State University   2012 — 2013
BS

Joseph K. Halloum Joseph K. Halloum Palo Alto, California Details
Joseph K. Halloum's WTAS Experience 2006 - 2007
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   2010 - Present
WTAS   2006 - 2007
MoveMaker   2005 - 2007

Skills
Legal Writing, Legal Research, Corporate Law

Education
University of California, Berkeley - School of Law   2007 — 2010

University of California, Berkeley, Haas School of Business   2003 — 2005

Anthony Wan Anthony Wan San Francisco, California Details
Anthony Wan's WTAS Experience August 2005 - June 2007
Job Wealth Advisor at Ayco, a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company  April 2015 - Present
GW & Wade, LLC   August 2008 - April 2015
WTAS   August 2005 - June 2007

Skills
Holistic Financial..., Investment Management, Retirement Planning, Estate Planning, Inheritance Tax Planning, Strategic Tax Planning, Accounting, Stock Option Planning

Education
University of California, Hastings College of the Law   2002 — 2005
J.D., Law; Tax Concentration

Tufts University   1998 — 2002
B.A., Economics

Ken Lahav Ken Lahav Greater Los Angeles Area Details
Ken Lahav's WTAS Experience July 2010 - June 2014
Job Manager, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax  July 2014 - Present
WTAS   July 2010 - June 2014

Education
Haas School of Business, UC Berkeley   2006 — 2010
Bachelor of Science, Business Administration

Noli Douglas Noli Douglas Houston, Texas Details
Noli Douglas's WTAS Experience July 2009 - February 2010
Job International Tax Manager at Deloitte
Industry Accounting
Experience
Deloitte  August 2014 - Present
GE Capital  July 2013 - July 2014
GE  February 2011 - July 2013
Deloitte Tax LLP  March 2010 - February 2011
WTAS   July 2009 - February 2010
WTAS   May 2007 - July 2009

Skills
Tax Research, Financial Planners, Finance, Investments, Consulting, Tax, Income Tax, Tax Accounting, International Tax, Corporate Tax, Tax Advisory, Tax Law, Accounting, Partnership Taxation, Tax Preparation

Education
Villanova University School of Law   2006 — 2008
LL.M, Taxation; Employee Benefits

Syracuse University College of Law   2003 — 2006
JD, Law

State University of New York College at Oswego   1998 — 2002
BA, Psychology

Alexander Warot, CPA Alexander Warot, CPA Greater Boston Area Details
Alexander Warot, CPA's WTAS Experience January 2009 - May 2009
Job Accountant at Lightower Fiber Networks
Industry Accounting
Experience
Lightower Fiber Networks  June 2013 - Present
Heald Hoffmeister and Company, Inc.   January 2012 - June 2013
QinetiQ North America  May 2009 - June 2011
WTAS   January 2009 - May 2009
Foster-Miller, Inc. a QinetiQ North America Company   January 2008 - January 2009
Rhode Island Department of Child, Youth, and Family Services (DCYF)   June 2007 - August 2007

Skills
Payroll, Microsoft Excel, Finance, Accruals, Financial Reporting, Accounting, QuickBooks, General Ledger, Auditing, Financial Analysis, Account Reconciliation, Financial Accounting, Internal Controls, Accounts Payable, ADP Payroll, Budgets, Journal Entries, Tax

Education
Northeastern University   2011 — 2012
MSA, Accounting

Northeastern University   2006 — 2011
BSBA, Accounting, Finance & Insurance, Economics

North Attleboro High School   2002 — 2006

Scott Balestrier Scott Balestrier Reading, Pennsylvania Area Details
Scott Balestrier's WTAS Experience November 2004 - May 2009
Job Experienced professional services business developer, Corporate tax consultant , Entrepreneur
Industry Accounting
Experience
WSB and Associates   June 2013 - Present
KPMG  July 2011 - May 2013
BDO Seidman, LLP  June 2009 - April 2011
WTAS   November 2004 - May 2009
Ernst & Young  January 1990 - November 2004

Skills
Tax, Business Development, Corporate Tax, Management, SEC filings, Tax Research, Tax Accounting, CPA, International Tax, Income Tax, Tax Advisory, GAAP, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley Act, Partnership Taxation, Financial Accounting, Financial Reporting, Transfer Pricing, Auditing, Tax Law, Internal Controls, Accounting, Tax Preparation, Business Valuation, Forensic Accounting, US GAAP, IFRS, Tax Returns, Restructuring, Private Equity, Sales Tax, Assurance, Financial Statements, Revenue Recognition, Consolidation, External Audit, Sarbanes-Oxley, Internal Audit, Business Advisory, VAT, Property Tax, Cash Flow, Strategic Financial..., Corporate Finance, Managerial Finance, Financial Analysis, S Corporations, General Ledger, Financial Audits

Education
Kutztown University of Pennsylvania   1986 — 1989
BS/BA, Accounting

Doreen Frances Ziccardi, RP(r) Doreen Frances Ziccardi, RP(r) Greater Philadelphia Area Details
Doreen Frances Ziccardi, RP(r)'s WTAS Experience 2006 - 2008
Job Paralegal at The Law Office of Robert P. Weiner, Esquire
Industry Legal Services
Experience
The Law Office of Robert P. Weiner, Esquire   May 2014 - Present
Stampone Law   February 2013 - April 2014
Kreithen, Baron & Carpey P.C.   March 2009 - February 2013
Nelson Levine de Luca & Horst  April 2008 - February 2009
WTAS   2006 - 2008
Ernst & Young  1996 - 2001
Montgomery, McCracken, Walker & Rhoads, LLP   1983 - 1994

Skills
Legal Research, Litigation Support, Lexis, Legal Assistance, Litigation, Westlaw, Legal Writing, Courts, Personal Injury, Family Law, Bankruptcy, Pleadings, Product Liability, Document Review, Paralegals, Trials, Depositions, Medical Malpractice, PACER, Document Drafting, Legal Documents, Civil Litigation

Education
Pierce College   2004 — 2008
BS, Paralegal Studies

St. Hubert

Deonne Turner Deonne Turner Compton, California Details
Deonne Turner's WTAS Experience September 2009 - Present
Job Executive Assistant at Andersen Tax LLC
Industry Accounting
Experience
WTAS   September 2009 - Present
Deloitte Tax LLP  September 1996 - July 2009
Network Courier Service   March 1990 - September 1995

Skills
Spreadsheets, Microsoft Excel, Microsoft Word, Administrative..., Administrative..., PowerPoint, Accounting, Payroll, QuickBooks, Outlook, Accounts Payable, Expenses, Office Management, Bookkeeping, Tax, Calendars, Invoicing, Elite, Notary Public

Education
Loyola Marymount University   1988 — 1990

Daniel Mullan Daniel Mullan Boston, Massachusetts Details
Daniel Mullan's WTAS Experience 2011 - 2011
Job
Industry Computer Software
Experience
VMTurbo  March 2015 - Present
VMTurbo  September 2014 - Present
Meltwater Group  April 2014 - August 2014
AppNeta  January 2013 - April 2014
State Street  July 2012 - January 2013
WTAS   2011 - 2011

Education
Saint Joseph's University   2008 — 2012

Boston College High School   2004 — 2008

Ronni Bethany Ronni Bethany Dallas, Texas Details
Ronni Bethany's WTAS Experience January 2014 - May 2014
Job Tax Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax  August 2014 - Present
WTAS   January 2014 - May 2014

Skills
Legal Research, Legal Writing, Tax, Corporate Law, Litigation, Microsoft Excel, Microsoft Word, Microsoft Office, Westlaw, PowerPoint, Tax Law, Research

Education
Southern Methodist University Dedman School of Law   2011 — 2014
Juris Doctor, Tax Law/Taxation

Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.)

Jon Spisto Jon Spisto New York, New York Details
Jon Spisto's WTAS Experience February 2003 - July 2007
Job Indirect Tax / State and Local / Partner/Principal at EY with significant business and industry experience
Industry Accounting
Experience
EY  July 2007 - Present
WTAS   February 2003 - July 2007
Arthur Andersen LLP  September 1999 - May 2002

Education
Saint John's University School of Law   1996 — 1999
JD, Tax

State University of New York at Albany   1992 — 1996
BS, Accounting

Linjun Cai Linjun Cai Boston, Massachusetts Details
Linjun Cai's WTAS Experience January 2012 - April 2012
Job Associate at PwC
Industry Accounting
Experience
PwC  January 2014 - Present
PwC  2013 - 2013
WTAS   January 2012 - April 2012
Sappi  January 2011 - July 2011

Skills
Microsoft Excel, SAP, CCH, GoSystems, RPM, Tax, Accounting, Financial Reporting, Financial Accounting

Education
Northeastern University   2013 — 2014
MSA, Accounting

Northeastern University   2009 — 2013
Bachelor of Science (BS), Accounting and Finance

Ashley Petrafassi Ashley Petrafassi Greater New York City Area Details
Ashley Petrafassi's WTAS Experience August 2013 - October 2013
Job Legal Secretary at Carabetta Management
Industry Management Consulting
Experience
Carabetta Management  February 2014 - Present
CID Entertainment  March 2013 - Present
Karl Storz Endoscopy  September 2013 - December 2013
WTAS   August 2013 - October 2013
Saban Capital Group  July 2013 - August 2013
Live Nation  April 2013 - July 2013
Fellowship of the Performing Arts   November 2012 - March 2013
The Body Shop  September 2011 - September 2012
McLeod Optical   August 2009 - August 2011

Skills
Team Leadership, Computer Literate, Problem Solving, Outlook Express, Microsoft Excel, Microsoft Word, Outlook, Detailed Organization, Close Attention to..., Entertainment, Customer Service, Event Planning, Theatre, Sales, Marketing, Social Networking, Leadership

Education
Western Connecticut State University   2009 — 2012
Bachelor Arts and Sciences, Theatre Management

Naugatuck Valley Community College   2007 — 2009

Waterbury Arts Magnet School

Steven Zeier Steven Zeier San Jose, California Details
Steven Zeier's WTAS Experience June 2008 - August 2009
Job Senior Account Executive at Google (GAPremium)
Industry Marketing and Advertising
Experience
Google  April 2014 - Present
Google (Wildfire)   January 2013 - March 2014
Wildfire, a division of Google  October 2012 - January 2013
Wildfire, a division of Google  July 2012 - October 2012
Wildfire Interactive, Inc.   April 2012 - July 2012
Mohler, Nixon & Williams   October 2010 - April 2012
San Jose State University  July 2007 - March 2010
WTAS   June 2008 - August 2009
San Jose State University (AS)   October 2007 - May 2008

Skills
Public Speaking, Mentoring, Team Motivator, Direct Sales, New Business Development, Social Media, Social Media Marketing, Consulting, Sales Management, Entrepreneurship, Leadership, Microsoft Excel, Digital Marketing, CRM, Marketing

Education
San Jose State University
BS, Business/Management & Accounting

Victoria Huang Victoria Huang San Francisco, California Details
Victoria Huang's WTAS Experience 2005 - 2006
Job Finance & Analytics | Strategy & Operations | Business Development & Client Service | FinTech & Startup
Industry Computer Software
Experience
Better Finance, Inc.   May 2015 - Present
GuideSpark  2014 - 2014
Ivylla   2013 - 2013
Copal Partners (Moody's)   2009 - 2012
Credit Suisse  2007 - 2009
Citi  2006 - 2007
WTAS   2005 - 2006

Skills
Management, International Business, Entrepreneurship, Investment Banking, Private Equity, Start-ups, Operations Management, Financial Research, KPO, Written & Oral..., Cross-functional Team..., Cross-cultural Teams, Greater China, Strategic Leadership, Mandarin, Cantonese, Business Strategy, Business Development, Business Valuation, Financial Modeling, Corporate Finance, Financial Markets, Management Consulting, Valuation, Strategy, Derivatives, Asset Management, Financial Services, Financial Analysis, Risk Management, Mergers & Acquisitions, Equities, Capital Markets, Investments, Due Diligence, Strategic Planning, Emerging Markets, Finance, Analytics, Analysis, DCF, Banking, Portfolio Management, Venture Capital

Education
The University of Chicago Booth School of Business   2011 — 2013
Master of Business Administration (MBA)

University of California, Berkeley, Haas School of Business
Bachelor of Science (BS), Business Administration, Global Management Concentration

University of California, Berkeley
Bachelor of Arts (BA), Economics

The University of Chicago

Peking University
Education Abroad Program

Lowell High School

Stephanie Petersen, CPA Stephanie Petersen, CPA San Francisco Bay Area Details
Stephanie Petersen, CPA's WTAS Experience June 2008 - September 2008
Job Senior Financial Analyst at Gilead Sciences
Industry Accounting
Experience
Gilead Sciences  April 2012 - Present
PwC  September 2009 - May 2012
WTAS   June 2008 - September 2008
Yahoo!  June 2007 - May 2008
Northwestern Mutual  May 2006 - January 2007

Skills
Tax, Financial Reporting, Accounting, Financial Accounting, SEC filings, Auditing, US GAAP, Revenue Recognition, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, CPA, Valuation, Fixed Assets, Tax Preparation, Financial Statements, Account Reconciliation, Mergers & Acquisitions, External Audit, General Ledger, Assurance, Sarbanes-Oxley, Variance Analysis, Finance, Accounts Receivable, Consolidation, Accounts Payable, SAP, Due Diligence, SEC Filings

Education
Santa Clara University   2005 — 2009
Bachelor of Science in Commerce, Accounting, Finance

Natacha Kolb Natacha Kolb San Francisco Bay Area Details
Natacha Kolb's WTAS Experience October 2005 - January 2007
Job Partner at Sideman & Bancroft LLP
Industry Law Practice
Experience
Sideman & Bancroft LLP  August 2015 - Present
Dickenson, Peatman & Fogarty   December 2012 - August 2015
Cooley LLP  June 2011 - November 2012
Morgan, Lewis & Bockius LLP   January 2007 - June 2011
WTAS   October 2005 - January 2007

Skills
Litigation, Estate Planning

Education
UC Hastings College of the Law   2005 — 2006
LLM, Taxation

Nicholas Macaluso Nicholas Macaluso San Francisco, California Details
Nicholas Macaluso's WTAS Experience January 2014 - August 2014
Job Transaction Tax at EY
Industry Law Practice
Experience
EY  September 2015 - Present
San Francisco Superior Court  August 2014 - December 2014
WTAS   January 2014 - August 2014
WTAS   June 2013 - August 2013
Sullivan & Cromwell LLP  June 2010 - June 2012

Skills
Securities Regulation, Legal Writing, Legal Research, Litigation, Westlaw, Tax, Corporate Law, Commercial Litigation, Civil Litigation, Intellectual Property, Corporate Governance, Legal Assistance, Cross-border..., Courts, Litigation Support, Appeals, Lexis, Bankruptcy, International Law, Legal Advice

Education
University of California, Hastings College of the Law   2013 — 2015
Doctor of Law (J.D.), Concentration in Tax Law

Stanford University   2006 — 2010
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics

Byron Schlegel Byron Schlegel State College, Pennsylvania Details
Byron Schlegel's WTAS Experience June 2013 - August 2014
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax  January 2015 - Present
WTAS   June 2013 - August 2014
Callowhill Tax Preparers   January 2012 - April 2012
US Army  June 2006 - November 2010

Skills
Accounting, Tax, Tax Preparation, Financial Audits, External Audit, Analysis, Auditing, Internal Controls, Financial Analysis, Microsoft Office, PowerPoint

Education
Penn State University   2011 — 2014
Bachelor of Science (BS), Accounting

Dylan O'Donnell Dylan O'Donnell Media, Pennsylvania Details
Dylan O'Donnell's WTAS Experience May 2014 - August 2014
Job Student at Saint Joseph's University
Industry Accounting
Experience
PricewaterhouseCoopers  September 2015 - Present
Saint Joseph's University  August 2011 - Present
WTAS   May 2014 - August 2014
Wawa, Inc.   May 2013 - August 2013
Philadelphia Youth Lacrosse All-Stars   May 2012 - August 2013

Skills
Microsoft Excel, Customer Service, Finance, PowerPoint, Microsoft Word, Time Management, Financial Analysis, Customer Satisfaction, Teamwork, Leadership, Problem Solving

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Penncrest High School

Hiran Patel Hiran Patel Greater New York City Area Details
Hiran Patel's WTAS Experience January 2007 - April 2007
Job Purchasing & Regulatory analyst at Raja Foods, Inc.
Industry Accounting
Experience
Raja Foods, Inc.   March 2012 - Present
PricewaterhouseCoopers  July 2009 - December 2011
Deloitte  January 2008 - May 2008
WTAS   January 2007 - April 2007

Skills
Accounting, GAAP, Financial Reporting, Tax, Financial Accounting, Auditing, Management, Financial Services, Tax Research, Tax Returns

Education
Northeastern University   2005 — 2009
BSBA, Accounting & Finance

London School of Economics and Political Science   2008 — 2008
Executive Summer School

Nick Eulau Nick Eulau Orange County, California Area Details
Nick Eulau's WTAS Experience June 2009 - August 2009
Job Associate at ClearLight Partners
Industry Venture Capital & Private Equity
Experience
ClearLight Partners  July 2013 - Present
Bank of America Merrill Lynch  July 2011 - June 2013
Bank of America Merrill Lynch  June 2010 - August 2010
WTAS   June 2009 - August 2009

Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Portfolio Management, Investments, Mergers & Acquisitions, Series 63, Series 7

Education
Santa Clara University   2007 — 2011
Bachelor of Science (BS), Accounting and Information Systems

Stephanie Campigotto Stephanie Campigotto Chicago, Illinois Details
Stephanie Campigotto's WTAS Experience February 2011 - January 2014
Job Tax Manager at PwC
Industry Accounting
Experience
PwC  July 2015 - Present
PwC  October 2014 - June 2015
PwC  January 2014 - October 2014
WTAS   February 2011 - January 2014
PepsiCo  October 2009 - March 2011
Preferred Development Inc   May 2007 - July 2009

Skills
General Ledger, Tax Preparation, CPA, Variance Analysis, Financial Analysis, Tax, Financial Reporting, Accounting, Financial Accounting, Corporate Tax, Accounts Payable, Auditing, Tax Accounting, Accounts Receivable, Income Tax, GAAP, SEC filings

Education
Quinlan School of Business, Loyola University Chicago   2009 — 2010
MBA, Finance

Loyola University Chicago   2005 — 2009
BBA, Accounting and Economics

Eugene Shenkar Eugene Shenkar San Francisco Bay Area Details
Eugene Shenkar's WTAS Experience June 2009 - August 2009
Job Associate at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley  August 2014 - Present
GI Partners  July 2012 - July 2014
Morgan Stanley  April 2010 - July 2012
WTAS   June 2009 - August 2009

Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, M&A analysis, LBO, DCF Valuation, Due Diligence, Financial Accounting, Strategic Consulting, DCF, M&A experience

Education
University of California, Berkeley, Haas School of Business   2006 — 2010
BS

Kevin Cronin Kevin Cronin Brooklyn, New York Details
Kevin Cronin's WTAS Experience November 2013 - April 2014
Job Sr. Manager, Financial Planning & Analysis at Major League Baseball
Industry Financial Services
Experience
MLB.com (MLB Advanced Media, L.P.)   April 2014 - Present
WTAS   November 2013 - April 2014
The Madison Square Garden Company, Inc   April 2010 - November 2013
Broadridge Financial Solutions, Inc  June 2006 - April 2010
Merrill Lynch  June 2005 - August 2005

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Account Reconciliation, Accounting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Forecasting, Financial Accounting, US GAAP, Budget Process, SEC filings, PeopleSoft, Internal Controls, Variance Analysis, Oracle Applications, Analysis, Essbase, Strategic Financial..., Cash Management, Financial Planning

Education
Marist College   2002 — 2006
Bachelors of Science, Business Administration; Finance

Trevor J. Hancock, CFA Trevor J. Hancock, CFA Denver, Colorado Details
Trevor J. Hancock, CFA's WTAS Experience July 2006 - March 2014
Job Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust  April 2014 - Present
WTAS   July 2006 - March 2014

Skills
Valuation, Wealth Management, Investments, Financial Advisory, Asset Managment, Asset Allocation, Alternative Investments, Equities, Investment Management, Investment Advisory, Asset Management, Mutual Funds, Fixed Income, Business Valuation, Bloomberg, High Net Worth..., Strategic Financial..., Investment Strategies, Financial Planning

Education
James Madison University   2002 — 2006
BBA, Finance & Economics

James Madison University - College of Business   2002 — 2006
BBA, Finance & Economics

Universiteit Antwerpen   2004 — 2005
Concentration in European Business, Integration of European Commerce

Rachel Hubbard Rachel Hubbard Fennville, Michigan Details
Rachel Hubbard's WTAS Experience January 2009 - May 2009
Job Chemicals & Resins Analyst at Whirlpool Corporation
Industry Accounting
Experience
Whirlpool Corporation  June 2014 - Present
Stewart & Stevenson  November 2010 - December 2012
WTAS   January 2009 - May 2009
WTAS   January 2008 - April 2008
Babson Capital Management  December 2006 - June 2007
Liberty Street Facility   April 2006 - September 2006
Target  August 2003 - December 2004

Skills
Accounting, Tax, Excel, Process Improvement, Microsoft Excel, Analysis, Financial Accounting, Financial Reporting, Google Sheets, Income Tax, PowerPoint, General Ledger, Account Reconciliation, Microsoft Word, Outlook, JD Edwards, Access, Google Docs

Education
Northeastern University   2005 — 2010
BS, Business Administration

London School of Economics and Political Science   2008 — 2008

Christo Landry Christo Landry Ann Arbor, Michigan Details
Christo Landry's WTAS Experience June 2013 - September 2013
Job Professional Runner MizunoUSA
Industry Sports
Experience
Mizuno USA  July 2012 - Present
WTAS   June 2013 - September 2013
University of Michigan  August 2010 - June 2012
Cherry, Bekaert & Holland   May 2007 - July 2007

Education
The College of William and Mary - The Mason School of Business   2009 — 2010
MAcc, Accounting

The College of William and Mary   2004 — 2008
BBA, Finance and Economics

Allison Chimera Allison Chimera Greater Philadelphia Area Details
Allison Chimera's WTAS Experience February 2008 - March 2010
Job Tax Senior Deloitte
Industry Accounting
Experience
Deloitte  March 2015 - Present
Project Management Institute  June 2013 - February 2015
Lincoln Financial Group  December 2012 - June 2013
Urban Outfitters  March 2012 - December 2012
Urban Outfitters  March 2010 - March 2012
WTAS   February 2008 - March 2010
Update Legal  June 2007 - February 2008
Villanova Federal Tax Clinic   August 2007 - December 2007
Charny, Charny & Karpousis   September 2006 - April 2007
Superior Court of New Jersey - Family Part   August 2005 - September 2006

Skills
Tax, Legal Writing, Legal Research, Tax Research, Corporate Tax, Microsoft Excel, Income Tax, Tax Preparation, Microsoft Word, Analysis, Tax Accounting

Education
Villanova University School of Law   2007 — 2010
LL.M., Taxation

Villanova University School of Law   2002 — 2005
J.D., Law

State University of New York at New Paltz   1997 — 1999
B.A., Organizational Communications

University at Albany, SUNY   1995 — 1997
n/a, Psychology

Brenda Young Brenda Young San Francisco Bay Area Details
Brenda Young's WTAS Experience December 2006 - December 2007
Job Mathematics Teacher
Industry Primary/Secondary Education
Experience
Palo Alto High School  July 2011 - June 2013
Eastside College Preparatory School  August 2010 - May 2011
Ernst & Young  December 2007 - September 2009
WTAS   December 2006 - December 2007
PricewaterhouseCoopers LLP  September 2004 - September 2006
PricewaterhouseCoopers LLP  September 2002 - August 2004

Skills
Tax Accounting, Accounting, Tax

Education
Stanford University   2010 — 2011
M.A., Education - Secondary Mathematics (STEP)

University of California, Berkeley, Haas School of Business   1998 — 2002
B.S., Business Administration

Henry M. Gunn High School   1994 — 1998

St. Paul's Co-Educational College (Elementary)

Kiko Takimoto Kiko Takimoto Orange County, California Area Details
Kiko Takimoto's WTAS Experience July 2002 - May 2004
Job Director at Heeschen & Associates
Industry Individual & Family Services
Experience
Heeschen & Associates   Director of TaxSGHJune 2004 - January 2007
WTAS   July 2002 - May 2004
Arthur Andersen, LLP  August 1999 - July 2002
Deloitte & Touche  August 1997 - July 1999

Education
Loyola Law School, Los Angeles   1994 — 1997

University of California, Riverside   1990 — 1994
BS, Business Administration

Michael Yoon Michael Yoon Greater New York City Area Details
Michael Yoon's WTAS Experience January 2012 - May 2012
Job International Tax
Industry Legal Services
Experience
CIT  July 2015 - Present
BDO USA, LLP  August 2014 - July 2015
BDO USA, LLP  January 2013 - August 2014
WTAS   January 2012 - May 2012

Skills
Microsoft Excel

Education
Cardozo School of Law
Juris Doctorate, 2008

New York Law School   2010 — 2012
LLM, Taxation

University of Wisconsin - Madison
Bachelor of Science, Economics

Frank Cassidy Frank Cassidy San Francisco Bay Area Details
Frank Cassidy's WTAS Experience July 2002 - September 2014
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax  September 2014 - Present
WTAS   July 2002 - September 2014

Education
University of California, Hastings College of the Law   1990 — 1993

University of California, Davis   1986 — 1990
Political Science / Economics

Pete Torstensen Jr. Pete Torstensen Jr. South Bend, Indiana Area Details
Pete Torstensen Jr.'s WTAS Experience January 2003 - January 2005
Job Notre Dame Law School '16
Industry Law Practice
Experience
Arnold & Porter  May 2015 - July 2015
United States District Court, Southern California   June 2014 - August 2014
Sanger High School  August 2010 - June 2013
Baker Peterson Franklin, CPA, LLP   February 2005 - February 2009
WTAS   January 2003 - January 2005

Skills
Tax

Education
University of Notre Dame Law School   2013 — 2016
Juris Doctor (J.D.), Law

University of California, Los Angeles   2000 — 2002
Bachelor of Arts (B.A.), Economics

Matt Fersch Matt Fersch Greater Seattle Area Details
Matt Fersch's WTAS Experience August 2009 - December 2009
Job Senior Tax Analyst Federal Tax Planning Amazon
Industry Legal Services
Experience
Amazon  June 2014 - Present
EY  August 2013 - May 2014
Ernst & Young  January 2010 - August 2013
WTAS   August 2009 - December 2009
K&L Gates  April 2007 - March 2009
Moss Adams LLP  October 2006 - April 2007

Skills
Tax Advisory, Cross-border..., Mergers & Acquisitions, Tax Structuring, Internal Restructuring, Due Diligence, Integration of Legal..., Big 4, Tax Returns, Corporate Law, Private Equity, Indirect Taxation, Corporate Finance

Education
University of Washington School of Law   2006 — 2007
Master of Laws (LL.M.), Taxation

University of San Diego   2003 — 2006
M.B.A., Business Administration and Management, General

University of San Diego School of Law   2002 — 2006
J.D., Law

Seattle University   1998 — 2001
BA, Business Administration - Economics

Mina Kim Mina Kim Greater Los Angeles Area Details
Mina Kim's WTAS Experience July 2012 - July 2014
Job Senior Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax  June 2014 - Present
WTAS   July 2012 - July 2014
Law Offices of Alan Forester   November 2011 - June 2012
Tax Appeals Assistance Program  August 2011 - May 2012
Volunteer Income Tax Assistance  January 2010 - April 2010
BFWG&S   May 2006 - July 2008

Skills
Legal Research, Legal Writing, Civil Litigation, Microsoft Office, Westlaw, Microsoft Excel, Tax Law

Education
Loyola Law School, Loyola Marymount University   2011 — 2012
LLM, Tax

Loyola Law School, Loyola Marymount University   2008 — 2011
Juris Doctorate, Emphasis in Tax

University of California, Santa Barbara   2000 — 2004
BA, Bus/Econ with Accounting & Asian American Studies

David Berish David Berish Miami/Fort Lauderdale Area Details
David Berish's WTAS Experience September 2007 - July 2008
Job Financial Analyst at Newberry Advisors
Industry Financial Services
Experience
Newberry Advisors   August 2008 - Present
WTAS   September 2007 - July 2008
Avery Dennison  December 2005 - September 2007

Skills
Asset Allocation, Derivatives, Financial Services, Capital IQ, Business Valuation, Financial Modeling, Financial Statement..., Valuation, Bloomberg, Financial Analysis, Financial Reporting, Financial Statements, Corporate Finance, Accounting, Cash Flow Forecasting, Forensic Accounting, Strategic Financial..., Due Diligence, Fixed Income, Hedge Funds

Education
New York University - Leonard N. Stern School of Business   1996 — 1999
Bachelor of Science (B.S.), Finance, General

Southern Methodist University - Cox School of Business

Sylvia M Kapica Sylvia M Kapica Greater New York City Area Details
Sylvia M Kapica's WTAS Experience February 2006 - December 2008
Job Tax Senior Estate and Trust Specialist at Blum Shapiro
Industry Accounting
Experience
Blum Shapiro  June 2013 - Present
DiLapi & Co. P.C.   November 2009 - June 2013
WTAS   February 2006 - December 2008

Education
Quinnipiac University School of Law   2002 — 2005
Doctor of Law (JD)

Western New England University   1998 — 2002
BA, Political Science, Pre-Law, Government, Psychology

Austin, Elizabeth Austin, Elizabeth San Francisco Bay Area Details
Austin, Elizabeth's WTAS Experience January 2009 - Present
Job Associate at WTAS
Industry Law Practice
Experience
WTAS   January 2009 - Present

Education
University of California, Hastings College of the Law   2006 — 2008

Clay Moorhead Clay Moorhead Jackson, Wyoming Details
Clay Moorhead's WTAS Experience 2006 - 2008
Job Guide at Grand Fishing Adventures
Industry Recreational Facilities and Services
Experience
Snake River Fund   June 2012 - Present
Jackson Hole Mountain Resort  2009 - Present
Grand Fishing Adventures   2009 - Present
WTAS   2006 - 2008

Skills
Social Media, Social Media Marketing, Public Speaking, Marketing Strategy, Event Planning, Editing, Fundraising, Customer Service, Entrepreneurship

Education
Vanderbilt University   2003 — 2006
JD, Law & Business Program

Middlebury College   1998 — 2002
Bachelor of Arts (B.A.)

Kevin Assemi Kevin Assemi Fresno, California Area Details
Kevin Assemi's WTAS Experience 2008 - 2009
Job Legal
Industry Legal Services
Experience
Granville Homes - New Homes Fresno  2010 - Present
WTAS   2008 - 2009
California Department of Corporations  August 2007 - December 2007

Skills
Real Estate, Tax Law, Business Transactions, Westlaw, Estate Planning, Wills, Due Diligence, Corporate Law, Estate Tax Planning, Legal Research, Venture Capital, Legal Writing, Trusts, Strategic Planning, Corporate Tax, Income Tax, Tax

Education
Pepperdine University School of Law   2005 — 2008
Doctor of Law (JD), Tax Law/Taxation & Real Estate Law

Pepperdine University   2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Hazel Dolio Tag-at Hazel Dolio Tag-at San Francisco Bay Area Details
Hazel Dolio Tag-at's WTAS Experience July 2006 - December 2007
Job Director at AndersenTax, LLC
Industry Accounting
Experience
Andersen Tax, LLC (formerly, WTAS, LLC)   January 2013 - Present
Andersen Tax, LLC (formerly, WTAS LLC)   January 2012 - December 2012
Andersen Tax, LLC (formerly, WTAS, LLC)   January 2008 - December 2011
WTAS   July 2006 - December 2007
Andersen Tax, LLC (formerly, WTAS, LLC)   August 2004 - June 2006
Nossaman LLP  November 2002 - July 2004

Skills
Estate Planning, Tax Research, Tax, High Net Worth..., Tax Accounting, Real Estate Transactions, Venture Capital, International Tax, Joint Ventures, Corporate Tax, Accounting, Real Estate Development

Education
University of California, Hastings College of the Law   1999 — 2002
JD, Concentration in Tax

University of California, Los Angeles   1994 — 1998
Bachelors, Business Economics

Deborah Ludwig Deborah Ludwig Greater Chicago Area Details
Deborah Ludwig's WTAS Experience 2010 - 2011
Job Director, KPMG
Industry Accounting
Experience
KPMG  June 2011 - Present
March of Dimes  2008 - 2014
WTAS   2010 - 2011
PwC  2003 - 2008
Ernst & Young  1995 - 1998
AT&T  1982 - 1995

Education
Indiana University - Kelley School of Business   1978 — 1982
Bachelor’s Degree, Business/Marketing

Mai Bui Mai Bui Orange County, California Area Details
Mai Bui's WTAS Experience August 2005 - October 2007
Job Tax Manager at Southern California Edison
Industry Utilities
Experience
Southern California Edison  October 2007 - Present
WTAS   August 2005 - October 2007
Deloitte  May 2002 - November 2004
Arthur Andersen LLP  1998 - 2002

Skills
Tax Research, Corporate Tax, Tax, Income Tax, Tax Law, Auditing, State and Local Tax

Education
Loyola Law School, Loyola Marymount University   1995 — 1998
JD

Swarthmore College   1990 — 1994
BA with Honors, Economics, Political Science

Barry Freeman Barry Freeman Greater New York City Area Details
Barry Freeman's WTAS Experience October 2006 - February 2010
Job Principal at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP  October 2011 - Present
Crowe Horwath LLP  March 2010 - October 2011
WTAS   October 2006 - February 2010
PricewaterhouseCoopers  1995 - 2006
Federal Trade Commission  1990 - 1995

Skills
Income Tax, Transfer Pricing, Auditing, Corporate Tax, Economics, Tax Advisory

Education
Ohio University
Bachelor of Applied Science (B.A.Sc.), Economics

University of California, Los Angeles
Doctor of Philosophy (Ph.D.), Economics

University of California, Los Angeles
Master's degree, Economics

Jennifer Matsuura Jennifer Matsuura Greater Los Angeles Area Details
Jennifer Matsuura's WTAS Experience July 2002 - October 2007
Job Director of Recruiting and Training at HCVT
Industry Accounting
Experience
HCVT  October 2007 - Present
WTAS   July 2002 - October 2007
Arthur Andersen LLP  September 1995 - July 2002
Deloitte  2002 - 2002
Andersen  1995 - 2002

Skills
Training, Corporate Tax, Management Consulting, Performance Management, Tax, Talent Acquisition, Mergers & Acquisitions, Deferred Compensation, International Tax, Talent Management, Tax Research, Human Resources, Management, Succession Planning, Recruiting, SEC filings, Tax Accounting

Education
University of California, Los Angeles   1990 — 1995

Tom Broderick Tom Broderick San Francisco Bay Area Details
Tom Broderick's WTAS Experience June 2005 - Present
Job md at wtas
Industry Accounting
Experience
wtas   June 2005 - Present
wtas   2005 - 2010
PwC (PricewaterhouseCoopers)   2002 - 2005
Arthur Andersen  1974 - 2002

Skills
Private Equity - Tax, International Tax, Real Estate Tax, CPA, Property Tax, Tax, Tax Returns, Income Tax, Tax Advisory, Tax Accounting, Due Diligence, Tax Law, Corporate Tax, Accounting, Mergers & Acquisitions, Tax Research, Financial Reporting, High Net Worth...

Education
University of California, Berkeley, Haas School of Business   1973 — 1974
mba, finance

University of California, Berkeley - Walter A. Haas School of Business   1970 — 1974
MBA

Johny AlHayek Johny AlHayek Greater New York City Area Details
Johny AlHayek's WTAS Experience August 2010 - October 2011
Job Vice President, Regulatory Relations at RBS
Industry Financial Services
Experience
RBS Markets and International Banking  December 2014 - Present
GE Capital  November 2012 - December 2014
GE Capital  November 2011 - November 2012
WTAS   August 2010 - October 2011

Skills
Legal Compliance, Legal Research, Risk Assessment, Negotiation, Conflict Of Interest, Insider Trading, Metrics Reporting, Drafting Policies, Tax Law, Entrepreneurship, Due Diligence, Corporate Governance, AML, Process Improvement, Securities Regulation, Legal Writing, Risk Management, Leadership

Education
The University of Connecticut School of Law   2007 — 2010
Doctor of Law (J.D.)

The University of Connecticut   2002 — 2006
Bachelor of Arts (B.A.), Political Science

Hang Phan Hang Phan San Francisco Bay Area Details
Hang Phan's WTAS Experience September 2002 - November 2003
Job Account Executive/AVP at WoodruffSawyer & Co
Industry Insurance
Experience
Woodruff-Sawyer & Co  September 2012 - September 2014
Aon  May 2010 - July 2012
Chubb  December 2007 - May 2010
HSBC Bank USA  November 2003 - December 2007
WTAS   September 2002 - November 2003

Skills
Brokers, Commercial Insurance, Financial Analysis, Insurance, Liability, Professional Liability, Property, Risk Management, Underwriting, Casualty Insurance, Financial Risk, Legal Liability, D, Employment Practices...

Education
University of California, Los Angeles   1997 — 2002
Bachelor of Arts (B.A.), Economics/Sociology

Melinda Tuffy Melinda Tuffy Greater Boston Area Details
Melinda Tuffy's WTAS Experience July 2002 - June 2013
Job Controller/CRA at Berkshire Partners
Industry Accounting
Experience
Berkshire Partners  June 2013 - Present
WTAS   July 2002 - June 2013
Arthur Andersen  January 2000 - June 2002

Skills
Tax Preparation, Accounting, Tax Research, Financial Analysis, Financial Accounting, Financial Modeling, Partnership Taxation, Tax Accounting, Auditing

Education
Northeastern University   2006 — 2009
Graduate, Masters In Taxation

Northeastern University   1998 — 2003
BSBA, Accounting

Elena Pavlova Elena Pavlova San Francisco Bay Area Details
Elena Pavlova's WTAS Experience April 2007 - December 2008
Job Tax Accountant at Blockhus & Associates
Industry Accounting
Experience
Blockhus & Associates   June 2015 - Present
Altum Partners, LLP  August 2014 - February 2015
Seiler LLP  December 2012 - July 2014
Blockhus & Associates   January 2009 - December 2012
WTAS   April 2007 - December 2008
KPMG Audit  2006 - 2006

Skills
Tax Research, Tax Compliance, Partnership Taxation, Tax Preparation, S Corporations, Individual Taxation, High Net Worth..., Accounting, Federal Tax, Tax Accounting, Tax Returns, LLC, Income Tax, Tax, International Tax, CPA, Corporate Tax, GAAP, Auditing

Education
Santa Clara University   2005 — 2007
Bachelors, Accounting, 3.8 GPA Magna Cum Laude

West Valley College   2003 — 2005
AA, Liberal Arts and Sciences/Liberal Studies

Prospect High School   2000 — 2004
High School Dimploma, Honors

Michael Bollhardt, MBA Michael Bollhardt, MBA Greater New York City Area Details
Michael Bollhardt, MBA's WTAS Experience May 2011 - March 2012
Job Director Financial Planning and Analysis at AvePoint
Industry Computer Software
Experience
AvePoint  June 2015 - Present
Thomson Reuters  October 2013 - June 2015
National Grid  March 2012 - October 2013
WTAS   May 2011 - March 2012
ALM  August 2009 - May 2011
DG3 - Diversified Global Graphics Group  July 2008 - August 2009

Skills
Microsoft Office, Forecasting, Budgets, Accruals, Financial Goals, P&L Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Accounting, Microsoft Excel, Strategic Financial..., Cash Flow Forecasting, Hyperion Enterprise, Analysis, General Ledger, Variance Analysis, Corporate Finance, Access, Investments, Pricing, Management, Sales, Managerial Finance, Cash Flow, Strategic Planning, Internal Audit, Cross-functional Team..., P&L, Financial Planning

Education
Saint Peter's University   2011 — 2013
MBA, Finance and Risk Management

Saint Joseph's University   2004 — 2008
BS, Finance

Kelly Berardi Kelly Berardi Greater Boston Area Details
Kelly Berardi's WTAS Experience 2005 - 2007
Job Tax Partner GG&G
Industry Accounting
Experience
Gray, Gray & Gray   2007 - Present
WTAS   2005 - 2007
SoftBank  2002 - 2005
Deloitte  1996 - 2002

Education
New England Law Boston   2003 — 2007
Juris Doctorate, Law

Northeastern University   1995 — 2000
Bachelors, Accounting & Finance

Stuart Neiberg, CPA, CFA Stuart Neiberg, CPA, CFA West Palm Beach, Florida Area Details
Stuart Neiberg, CPA, CFA's WTAS Experience July 2009 - April 2010
Job Director at HealthCare Appraisers, Inc.
Industry Financial Services
Experience
HealthCare Appraisers, Inc.   January 2014 - Present
WTAS   July 2009 - April 2010
WTAS   February 2008 - June 2009
Deloitte & Touche  September 2006 - February 2008

Skills
Financial Modeling, Business Valuation, Valuation, Financial Analysis, Corporate Finance, Project Management, Due Diligence, Financial Reporting, Mergers & Acquisitions, Financial Accounting

Education
University of Florida - Warrington College of Business Administration   2004 — 2006
Masters, Accounting

Tulane University - A.B. Freeman School of Business   2000 — 2004
Bachleors, Finance and Accounting

Devon McDonald, CPA Devon McDonald, CPA Greater New York City Area Details
Devon McDonald, CPA's WTAS Experience August 2009 - June 2012
Job Tax Manager at Ernst &Young, LLP
Industry Accounting
Experience
Ernst &Young, LLP   July 2012 - Present
WTAS   August 2009 - June 2012
Ernst & Young  July 2007 - August 2009
Greendyke & Associates LLP   January 2006 - April 2007
Rich Products Corporation  2005 - 2005

Skills
Tax Advisory, Tax Returns, Corporate Tax, Estate Planning, Property Tax, Tax, Partnership Taxation, State and Local Taxation

Education
Nazareth College   2003 — 2007
B.S., Accounting

Art Yonowitz Art Yonowitz Baltimore, Maryland Area Details
Art Yonowitz's WTAS Experience May 2004 - August 2010
Job Tax Partner, Head of Tax and Baltimore Office Growth Leader at McGladrey
Industry Accounting
Experience
McGladrey  July 2010 - Present
WTAS   May 2004 - August 2010
E & Y  May 2002 - August 2004
Arthur Andersen LLP  January 1990 - May 2002

Skills
Tax, Tax Advisory, Corporate Law, Corporate Tax, High Net Worth..., Income Tax, Tax Accounting, International Tax, Accounting, CPA, Auditing, Tax Preparation, Financial Reporting, Internal Controls, SEC filings, Tax Research

Education
Loyola College in Maryland   1988 — 1989
Accounting

Rutgers University-New Brunswick   1977 — 1981
BS, Engineering

George Lyons George Lyons Greater New York City Area Details
George Lyons's WTAS Experience April 2007 - September 2014
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax  September 2014 - Present
WTAS   April 2007 - September 2014
True Partners Consulting  2006 - 2007
KPMG  2001 - 2005
Arthur Andersen  1973 - 2001

Skills
Corporate Tax, SEC filings, Tax Accounting, Strategic Financial..., Financial Reporting, Tax Research, International Tax, Tax, CPA, Accounting, Business Valuation, Income Tax, Auditing, Internal Controls, GAAP, Tax Law, Tax Advisory, General Ledger, Budgets, Due Diligence

Education
Saint Peter's University   1969 — 1973
BS, Accountancy

Daniel DePaoli Daniel DePaoli Greater New York City Area Details
Daniel DePaoli's WTAS Experience July 2002 - August 2014
Job Managing Director at AndersenTax
Industry Financial Services
Experience
AndersenTax   September 2014 - Present
WTAS   July 2002 - August 2014
Arthur Andersen LLP  May 1990 - July 2002

Education
Hamilton College   1986 — 1990
Economics

James Kunz James Kunz San Francisco Bay Area Details
James Kunz's WTAS Experience January 2012 - November 2014
Job Accounting Professional
Industry Accounting
Experience
PwC  January 2015 - Present
WTAS   January 2012 - November 2014
PACCAR  2009 - 2010
PSWA   2009 - 2009
WTAS   2006 - 2008

Skills
Tax Research, Corporate Tax, Income Tax, Tax, Tax Accounting

Education
Santa Clara University   2003 — 2006
BS, Accounting

Yoonie Bae Yoonie Bae Greater New York City Area Details
Yoonie Bae's WTAS Experience March 2008 - January 2011
Job Manager at Fund Tax Services LLC
Industry Accounting
Experience
Fund Tax Services LLC  January 2011 - Present
WTAS   March 2008 - January 2011
LG Chem  August 2006 - March 2008

Education
Penn State University   2002 — 2006
BS, Accounting

David O'Boyle David O'Boyle Greater Los Angeles Area Details
David O'Boyle's WTAS Experience March 2008 - December 2008
Job Personal Trainer at 24 Hour Fitness
Industry Accounting
Experience
24 Hour Fitness  November 2010 - Present
David O'Boyle Athletics   October 2009 - November 2010
ING Financial Partners  March 2009 - September 2009
WTAS   March 2008 - December 2008
Green Vision Health, LLC   May 2007 - March 2008
HP Capital Investments, Inc   June 2006 - April 2007

Education
University of California, Los Angeles
BA, Business Economics

Eunchong Hwang Eunchong Hwang Greater New York City Area Details
Eunchong Hwang's WTAS Experience September 1999 - October 2003
Job Global Structured Products Controller at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley  April 2007 - Present
BNY Mellon  July 2004 - March 2007
Shapiro Lobel LLP   November 2003 - June 2004
WTAS   September 1999 - October 2003
Arthur Andersen LLP  September 1997 - September 1999

Education
Pace University   1993 — 1997
BBA/MBA, Public Accounting

Christopher Natale Christopher Natale New York, New York Details
Christopher Natale's WTAS Experience January 2007 - May 2008
Job Senior Financial Analyst at AJ Wealth
Industry Accounting
Experience
AJ Wealth   July 2014 - Present
Goldman Sachs  March 2012 - July 2014
Ernst & Young  October 2008 - March 2012
WTAS   January 2007 - May 2008

Skills
Accounting, Corporate Tax, Finance, GAAP, Tax, Sarbanes-Oxley Act, Due Diligence, Microsoft Excel, Financial Reporting, CPA, US GAAP, Internal Controls

Education
Sacred Heart University   2004 — 2008
BS, Accounting, Business Administration

Martin Menton, CFP, CTFA Martin Menton, CFP, CTFA Baltimore, Maryland Area Details
Martin Menton, CFP, CTFA's WTAS Experience January 2008 - March 2009
Job Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust Company   April 2011 - Present
WTAS   January 2008 - March 2009
PNC Wealth Management  September 2001 - January 2008
Legg Mason  1995 - 1999

Skills
Asset Management, Wealth Management, Investments, Asset Allocation, High Net Worth..., Financial Planning, Trusts, Portfolio Management, New Business Development, PowerPoint, Word, Excel, Banking, Estate Planning, Wealth, Training, Investment Management, Trust Services

Education
Saint Vincent College   1978 — 1982
BA, Psychology/Business

Gonzaga High School   1974 — 1978
College Prep

Patricia Prewozniak Patricia Prewozniak West Palm Beach, Florida Area Details
Patricia Prewozniak's WTAS Experience Senior Manager Multistate Tax ConsultingDeloitteJune 2007 - February 2008
Job Director at WTAS
Industry Accounting
Experience
WTAS   Senior Manager Multistate Tax ConsultingDeloitteJune 2007 - February 2008
Crowe Horwath LLP  May 2003 - May 2007
Ernst & Young  October 1998 - April 2002
BDO Seidman  1997 - 1999
BDO Seidman, LLP  June 1997 - September 1998
The Dow Chemical Company  April 1990 - September 1995
Connecticut Department of Revenue Services   1987 - 1990

Education
Michigan State University   1978 — 1982
B.A. Business, Accounting

Marcus Contro Marcus Contro San Francisco Bay Area Details
Marcus Contro's WTAS Experience June 2006 - August 2006
Job Manager at Ernst & Young
Industry Law Practice
Experience
Ernst & Young  October 2011 - Present
Ernst & Young  October 2007 - October 2011
Golden Gate University  May 2009 - September 2009
WTAS   June 2006 - August 2006

Skills
Tax Law, Tax, Sub C, M&A, M&A tax, Transactions, Transaction Tax, Consolidated Returns, US Federal Income Tax, Corporate Tax, Tax Structuring, Tax Research, Mergers, International Tax, Financial Transactions, Due Diligence

Education
University of California, Hastings College of the Law   2004 — 2007
JD, Law, Taxation Concentration

University of California, Davis   2000 — 2004
BA, Economics, Political Science

Gregory Cowhey, ASA, CBA Gregory Cowhey, ASA, CBA Greater Philadelphia Area Details
Gregory Cowhey, ASA, CBA's WTAS Experience January 2005 - October 2008
Job Partner Financial Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey  April 2014 - Present
CBIZ MHM, LLC  October 2008 - April 2014
WTAS   January 2005 - October 2008
Cowhey-Girard Consulting LLC   April 2002 - January 2005
Arthur Andersen  1999 - 2002

Skills
Forensic Analysis, Litigation Support, Mergers, Investments, Bankruptcy, Tax, Mergers & Acquisitions, Corporate Law, Courts, Financial Reporting, Analysis, Business Valuation, Forensic Accounting, Expert Witness, Accounting, Financial Analysis, CPA, Corporate Tax, Litigation Consulting, SEC filings, Tax Research, Tax Accounting, GAAP, Income Tax, Due Diligence, Restructuring, Certified Fraud Examiner, Tax Preparation, International Tax, US GAAP, High Net Worth..., Tax Advisory, Auditing, Tax Returns, Estate Tax Planning, Tax Law, LLC, Internal Controls, Private Equity, Revenue Recognition, Valuation, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, Fair Value, Financial Statements, Accountants, Assurance, Property Tax, Partnership Taxation

Education
La Salle University - School of Business Administration   1983 — 1984
MBA, Accounting

La Salle University - School of Business Administration   1979 — 1983
BS, Finance

Melissa McCabe, CPA Melissa McCabe, CPA Orlando, Florida Area Details
Melissa McCabe, CPA's WTAS Experience 2005 - 2010
Job Family Wealth Advisor at Commerce National Bank & Trust
Industry Accounting
Experience
Commerce National Bank & Trust   January 2011 - Present
WTAS   2005 - 2010

Education
Palm Beach Atlantic University   2000 — 2005
BS, MBA, Accounting/Finance

Vladimir Vukovic Vladimir Vukovic Lansing, Michigan Area Details
Vladimir Vukovic's WTAS Experience 2010 - 2011
Job Senior Consultant at Valeocon Management Consulting
Industry Management Consulting
Experience
Valeocon Management Consulting  2012 - Present
WTAS   2010 - 2011
PwC  1999 - 2010
American Seating Company  1997 - 1999
WaterFurnace International  1996 - 1997

Skills
Management, Leadership, Performance Improvement, Consulting, Business Transformation, Business Process..., Business Process..., Management Consulting, Strategic Planning, Process Improvement, Change Management, Mergers & Acquisitions, Internal Controls, Organizational Design, Strategy, Project Management, Due Diligence, Acquisition Integration, Business Strategy, Business Process, Enterprise Risk...

Education
Indiana University - Kelley School of Business   1994 — 1996
Master of Business Administration (M.B.A.), Finance and Marketing

University of California, Irvine   1987 — 1992
Bachelor's Degree, Mechanical Engineering

John (Jongwon) Rhee John (Jongwon) Rhee Greater Los Angeles Area Details
John (Jongwon) Rhee's WTAS Experience August 2009 - November 2010
Job Tax manager at KPMG LLP
Industry Accounting
Experience
KPMG US  October 2013 - Present
KPMG US  November 2010 - October 2013
WTAS   August 2009 - November 2010
Moore Stephens Wurth Frazer and Torbet, LLP  January 2007 - August 2008

Skills
Tax, Tax Research, Auditing, Tax Accounting, CPA, Income Tax, Partnership Taxation, Accounting, Financial Accounting, Financial Analysis, US GAAP, Tax Preparation

Education
University of Southern California   2004 — 2005
Master's Degree, Accounting

University of California, Los Angeles   1999 — 2002
BA, Bussiness/Economics

Christina Doheny Christina Doheny Greater Los Angeles Area Details
Christina Doheny's WTAS Experience July 2008 - July 2009
Job Real Estate Project Manager and Analyst at The Bradmore Group
Industry Real Estate
Experience
The Bradmore Group   November 2009 - Present
The Bradmore Group   November 2009 - Present
WTAS   July 2008 - July 2009

Skills
Real Estate, Due Diligence, Investments, Valuation, Accounting, Financial Analysis, Appraisals, Tax, Financial Modeling, Tax Credits, Asset Managment, Tax Preparation, Financial Reporting, Property Tax, Cash Flow Forecasting, Finance, Auditing, Corporate Finance

Education
University of Southern California - Marshall School of Business   2007 — 2008
Masters of Business and Tax

Pepperdine University   2003 — 2007
BS, Business Administration

William Lockard William Lockard Greater Philadelphia Area Details
William Lockard's WTAS Experience June 2005 - August 2005
Job Assistant Controller at La Salle University
Industry Accounting
Experience
La Salle University  March 2015 - Present
University of Pennsylvania  August 2012 - March 2015
University of Pennsylvania  February 2011 - August 2012
KPMG  August 2006 - February 2011
WTAS   June 2005 - August 2005

Education
La Salle University   2002 — 2006
Bachelor of Science, Accounting & Finance

Scott Ito Scott Ito San Francisco Bay Area Details
Scott Ito's WTAS Experience August 2012 - June 2014
Job Senior Associate at Andersen Tax LLC
Industry Legal Services
Experience
Andersen Tax  July 2014 - Present
WTAS   August 2012 - June 2014
Kimochi, Inc.   July 2009 - May 2012
WTAS   June 2011 - August 2011
Keiro Senior HealthCare  August 2007 - May 2009
Keiro Senior HealthCare  August 2002 - August 2007

Skills
Non-profits, Estate Planning, Legal Writing, Budgets, Fundraising, Financial Planners, Property Tax, Tax, Charities, Tax Research, Estate Tax Planning, International Tax, Income Tax, Legal Research, Nonprofits, Westlaw, Tax Law, Private Foundations, Marketing, Tax Returns, Corporate Tax, Strategic Communications, Tax Preparation, Analysis, Recruiting, Tax Accounting, Trusts, Management, Accounting, Lexis, Partnership Taxation

Education
University of San Francisco School of Law   2009 — 2012
Doctor of Law (JD)

University of California, Irvine   2000 — 2002
BA, Sociology

Brenda Loera Brenda Loera Greater Los Angeles Area Details
Brenda Loera's WTAS Experience August 2008 - December 2011
Job Web/Graphic Designer & Photographer
Industry Marketing and Advertising
Experience
www.theloeras.com   January 2012 - Present
WTAS   August 2008 - December 2011

Skills
Small Business Marketing, Small Business..., Financial Analysis, Accounting, Income Tax, Tax Preparation, Financial Accounting, Corporate Tax, Tax Accounting, Tax, Microsoft Excel, Commercial Photography, Web Design, Digital Photography

Education
University of California, Los Angeles   2004 — 2008
Bachelor of Arts (B.A.), Economics

Brian Loveland Brian Loveland Harrisburg, Pennsylvania Area Details
Brian Loveland's WTAS Experience July 2011 - April 2014
Job Senior Tax Analyst at Global Tax Management
Industry Accounting
Experience
Global Tax Management  April 2014 - Present
WTAS   July 2011 - April 2014
WTAS   September 2009 - June 2011
WTAS   November 2008 - September 2009
Crayola  May 2008 - August 2008
Liberty Tax Service  January 2008 - April 2008

Skills
Tax, Access, Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Research, Tax Preparation, CPA, Partnership Taxation, GAAP, Tax Returns

Education
Shippensburg University of Pennsylvania   2006 — 2009
Bachelors, Accounting, Management Information Systems

Claudia Miletic Claudia Miletic Garden City, New York Details
Claudia Miletic's WTAS Experience September 2005 - July 2007
Job President at Jason & Juliana, LLC
Industry Financial Services
Experience
Jason & Juliana, LLC   October 2012 - Present
Pamela B. Pearson CFP   January 2011 - August 2012
International Equine Acquistions Holdings   July 2007 - March 2011
WTAS   September 2005 - July 2007
Ernst & Young  May 2002 - September 2005
Andersen Consulting  June 2000 - May 2002

Skills
Microsoft Office, Due Diligence, Microsoft Excel, Financial Analysis, Financial Reporting, Customer Service, Program Management, Valuation, Financial Accounting, PowerPoint, Public Speaking, Project Management, Microsoft Word

Education
Long Island University, C.W. Post Campus   1993 — 2007
Bachelor of Arts (B.A.), Criminal Justice/Police Science

elmont memorial   1989 — 1993
HS Diploma

Lee Ann Mello Murphy Lee Ann Mello Murphy Providence, Rhode Island Details
Lee Ann Mello Murphy's WTAS Experience January 2013 - November 2013
Job Senior Tax Accountant at BlumShapiro
Industry Accounting
Experience
BlumShapiro  December 2013 - Present
WTAS   January 2013 - November 2013
WTAS   July 2010 - December 2012
Saint Michael's College  January 2007 - May 2010
VITA  January 2010 - April 2010
BankNewport  May 2007 - January 2010

Skills
Financial Analysis, Management, Tax, Finance, Accounting, Banking, Financial Reporting, Financial Accounting, Microsoft Excel

Education
Saint Michael's College   2006 — 2010
Accounting, Business, Finance, Law

M. Meghan Kerns M. Meghan Kerns San Francisco Bay Area Details
M. Meghan Kerns's WTAS Experience 2006 - February 2010
Job Tax Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte  March 2010 - Present
WTAS   2006 - February 2010

Skills
Tax, Tax Research, International Tax, Tax Accounting

Education
University of California, Hastings College of the Law   2004 — 2007
JD, Taxation

University of Richmond   1999 — 2002
BSBA, Finance and Marketing

lisa cheng lisa cheng San Francisco Bay Area Details
lisa cheng's WTAS Experience April 2006 - May 2011
Job VP Tax
Industry Accounting
Experience
Franklin Templeton  June 2011 - Present
WTAS   April 2006 - May 2011
PwC  2003 - 2006
Lehman Brothers  2001 - 2003
Arthur Andersen  1995 - 1999

Education
University of Pennsylvania   1999 — 2001
MBA, Finance

University of California, Berkeley   1991 — 1994
BA, Accounting

Eric Shu Eric Shu Orange County, California Area Details
Eric Shu's WTAS Experience January 2006 - April 2007
Job AttorneyAdvisor at US Securities and Exchange Commission
Industry Law Practice
Experience
US Securities and Exchange Commission  August 2012 - Present
US Securities and Exchange Commission  January 2011 - August 2012
Oswald & Yap  April 2007 - December 2010
WTAS   January 2006 - April 2007

Skills
Securities, Securities Regulation, Editing, Corporate Governance

Education
Santa Clara University School of Law   2002 — 2005
J.D.

University of California, Los Angeles   1996 — 2001
B.S., Biochemistry

Susan Le Susan Le Los Angeles, California Details
Susan Le's WTAS Experience July 2010 - Present
Job Associate at WTAS
Industry Accounting
Experience
WTAS   July 2010 - Present

Skills
Accounting, Tax, Tax Preparation, Income Tax

Education
University of California, Los Angeles   2006 — 2010
BA, Business-Economics

Allison Schans Allison Schans West Palm Beach, Florida Area Details
Allison Schans's WTAS Experience 2005 - 2005
Job Executive Certified Public Accountant at Supportive Healthcare, Inc.
Industry Accounting
Experience
Supportive Healthcare, Inc.   May 2014 - Present
Roderick C. Moe, CPA, P.A.   2010 - 2014
Grant Thornton LLP  2007 - 2010
WTAS   2005 - 2005

Skills
Accounting, Tax, Financial Reporting, Financial Accounting, Auditing, Income Tax, Corporate Tax, CPA, Tax Preparation, General Ledger

Education
University of Central Florida - College of Business Administration   2006 — 2007
MBA

Palm Beach Atlantic University   2002 — 2005
BS, Finance and Accounting

cynthia leon cynthia leon Greater Denver Area Details
cynthia leon's WTAS Experience February 2006 - November 2007
Job Vice President Legal Transactions and Tax at Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives  October 2012 - Present
Catholic Health Initiatives  November 2007 - October 2012
WTAS   February 2006 - November 2007
KPMG US  2000 - 2006

Education
Pepperdine University School of Law   1989 — 1992
Doctor of Law (J.D.), Law

Temple University   1985 — 1988
Bachelors of Business Administration, Accounting

Noelle Crowell Noelle Crowell Alexandria, Louisiana Area Details
Noelle Crowell's WTAS Experience October 2002 - February 2003
Job
Industry Fund-Raising
Experience
WTAS   October 2002 - February 2003
arthur andersen  July 1999 - January 2003

Skills
Tax Accounting

Education
Tulane University - A.B. Freeman School of Business   1994 — 1999
BSM, Accounting

Giovanna Muñoz Giovanna Muñoz Greater Los Angeles Area Details
Giovanna Muñoz's WTAS Experience May 2010 - March 2011
Job Manager, Talent Development at Paul Hastings LLP
Industry Human Resources
Experience
Paul Hastings  March 2011 - Present
WTAS   May 2010 - March 2011
PricewaterhouseCoopers  December 2003 - August 2009

Skills
Onboarding, Talent Management, Employee Relations, Human Resources, Performance Management, College Recruiting, Recruiting, Talent Acquisition, PeopleSoft, Training, Office Management, Organizational..., Coaching, Professional...

Education
San Diego State University-California State University
BA, Psychology

Leslie Graham Leslie Graham United States Details
Leslie Graham's WTAS Experience May 2010 - August 2010
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America  July 2013 - Present
Bank of America  June 2011 - July 2013
WTAS   May 2010 - August 2010
HKM Publishing   May 2009 - July 2009

Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, CPA, Financial Reporting, Microsoft Word, Accounting, Microsoft Office, GAAP, Financial Accounting, Corporate Finance, Financial Statement..., Internal Controls, Team Leadership, Accountability, Managerial Finance

Education
Villanova University   2007 — 2011
Bachelor of Science (BS), Accounting, Finance, International Business

National University of Ireland, Galway   2009 — 2009

Sean Apgar Sean Apgar Greater New York City Area Details
Sean Apgar's WTAS Experience February 2002 - April 2005
Job Partner, Director of Portfolio & Wealth Advisory
Industry Investment Management
Experience
BBR Partners  May 2005 - Present
WTAS   February 2002 - April 2005
Arthur Andersen  September 1998 - February 2002

Education
Lehigh University - College of Business and Economics   1995 — 1999
Accounting

Jarrett Ganan Jarrett Ganan Greater Los Angeles Area Details
Jarrett Ganan's WTAS Experience July 2011 - January 2013
Job Tax Manager at Nigro Karlin Segal Feldstein & Bolno
Industry Accounting
Experience
Nigro Karlin Segal Feldstein & Bolno  August 2015 - Present
Nigro Karlin Segal Feldstein & Bolno  July 2014 - July 2015
Rothstein Kass  January 2013 - June 2014
WTAS   July 2011 - January 2013
Delta Properties  January 2010 - July 2011
Blanchard, Krasner & French   May 2008 - August 2008
Delta Properties  May 2007 - August 2007
Delta Properties  May 2006 - August 2006
Protiviti  May 2005 - August 2005

Skills
Tax Compliance, Tax, Tax Accounting, Excel, Word, Compliance

Education
University of San Diego School of Law   2009 — 2009
Master of Laws (LLM), Taxation

University of San Diego School of Law   2006 — 2009
Doctor of Law (JD), Law

Loyola Marymount University   2002 — 2006
BS, Accounting

Loyola Marymount University, College of Business Administration   2002 — 2006
Bachelor of Arts (BA), Finance, General

Brandon Krock Brandon Krock Greater Los Angeles Area Details
Brandon Krock's WTAS Experience February 2006 - Present
Job IT Manager at WTAS
Industry Accounting
Experience
WTAS   February 2006 - Present
Amcor Sunclipse  May 2003 - June 2004

Education
Loyola Marymount University, College of Business Administration   2000 — 2005
BBA, Business Administration

Colleen Woods Colleen Woods Boston, Massachusetts Details
Colleen Woods's WTAS Experience January 2013 - February 2013
Job Global Mobility Services Intern at KPMG
Industry Accounting
Experience
KPMG US  January 2015 - Present
Ashoka  March 2014 - August 2014
WTAS   January 2013 - February 2013
WTAS   July 2012 - November 2012
Jumpstart  September 2011 - July 2012
WABCO  June 2011 - August 2011
Jumpstart  September 2010 - July 2011
La Torre del Visco   July 2010 - July 2010

Skills
Hyperion Enterprise, OneSource Tax, OneSource Tax Provision, Microsoft Word, Microsoft Excel, Microsoft Powerpoint

Education
Universidad Pontificia Comillas (ICADE)   2013 — 2014
International Business, concentrating in Accounting & Spanish

Northeastern University   2010 — 2013
International Business concentrating in Accounting & Spanish, International Business

Governor Livingston High School   2006 — 2010

Nicholas Lagoni Nicholas Lagoni Chicago, Illinois Details
Nicholas Lagoni's WTAS Experience February 2006 - October 2011
Job Manager at McGladrey
Industry Accounting
Experience
McGladrey  January 2013 - Present
Financial Planning Company   October 2011 - January 2013
WTAS   February 2006 - October 2011
KPMG, LLC  February 2005 - January 2006
KPMG  January 2005 - January 2006

Skills
Tax, Estate Planning, Tax Preparation, Income Tax, Estate Tax Planning, High Net Worth..., Financial Planners, Trusts, Tax Returns, Finance, Wealth, Financial Analysis, Tax Advisory, Tax Accounting, Financial Advisory, Cash Flow, Due Diligence, Accounting, Corporate Tax, Valuation

Education
Loyola University Chicago School of Law   2004 — 2004
LLM, Taxation

Loyola University Chicago School of Law   2001 — 2004
Juris Doctor, Tax

University of Notre Dame   1997 — 2001
Business, Accounting

Phil Tsui Phil Tsui San Francisco Bay Area Details
Phil Tsui's WTAS Experience August 2012 - June 2014
Job Senior Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax  July 2014 - Present
WTAS   August 2012 - June 2014
WTAS   June 2011 - October 2011
Towers Watson  July 2010 - August 2010

Skills
Partnership Taxation, Tax, Tax Accounting, Tax Research, Tax Law

Education
University of California, Hastings College of the Law   2009 — 2012
Doctor of Law (J.D.) with Tax Concentration

University of California, Riverside   2005 — 2008
BA, Political Science & Economics

Chris Iervolino Chris Iervolino Chicago, Illinois Details
Chris Iervolino's WTAS Experience January 2014 - April 2014
Job Tax Intern at WTAS
Industry Accounting
Experience
Guggenheim Partners  June 2013 - Present
WTAS   January 2014 - April 2014
Smith & Cull, Ltd.   February 2012 - May 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Teamwork, Financial Accounting, Financial Reporting, Research, Tax

Education
Loyola University of Chicago   2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance

Sophie Mankikar Sophie Mankikar Walnut Creek, California Details
Sophie Mankikar's WTAS Experience June 2014 - Present
Job Tax Intern at WTAS
Industry Legal Services
Experience
WTAS   June 2014 - Present
The Bar Association of San Francisco  June 2013 - August 2013

Education
University of California, Hastings College of the Law   2012 — 2015
Taxation

University of California, Los Angeles   2007 — 2009

Caitlin Van Horn Caitlin Van Horn Greater Philadelphia Area Details
Caitlin Van Horn's WTAS Experience May 2013 - August 2013
Job Associate at Andersen Tax
Industry Accounting
Experience
WTAS   May 2013 - August 2013
Gable Peritz Mishkin, LLP  January 2013 - April 2013

Skills
Accounting, Tax Preparation, Income Tax, Tax, Financial Accounting

Education
Gwynedd-Mercy College   2010 — 2014
Bachelor of Science (BS), Accounting and Finance

Derek Donato Derek Donato Shrewsbury, Massachusetts Details
Derek Donato's WTAS Experience January 2014 - April 2014
Job Tax Intern at PwC
Industry Higher Education
Experience
PwC  January 2015 - Present
WTAS   January 2014 - April 2014
Northeastern University  2012 - 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, GoSystems, ProSystem fx Tax, Income Tax, Personal Income Tax..., Accounting

Education
Northeastern University   2012 — 2017
Accounting

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