Work:
Bdo Usa, Llp
Partner, Employee Benefit Plan Practice
Anton Collins Mitchell Llp
2003 - 2004
Director - Employee Benefits Practice
Anton Collins Mitchell Llp
2003 - 2004
Cpa | Cgma | Partner | Employee Benefit Plans | National Speaker | Government Pension Plans | Erisa Compliance
Arthur Andersen
1996 - 2002
Senior Manager - Employee Benefits
Arthur Andersen
1993 - 1996
Senior Manager - Compensation and Benefits
Arthur Andersen
1987 - 1993
Experienced Senior - Audit, Small Business Enterprise Group
Education:
Xavier University 1984 - 1987
Bachelors, Bachelor of Science In Business Administration, Accounting
Vanderbilt University 1980 - 1982
Skills:
Cpa, Auditing, Employee Benefits, Financial Reporting, Gaap, Defined Benefit, Accounting, Sec Filings, Us Gaap, Tax, Mergers and Acquisitions, Due Diligence, Tax Accounting, Audits of Employee Benefit Plans, Esop, Income Tax, Tax Preparation, Tax Research, Revenue Recognition, Financial Statements, Defined Contribution, Fixed Assets, General Ledger, Accountants, Health and Welfare Benefits Administration, Employee Benefit Plan Design, Public Speaking, Profit Sharing and 401 Plans, Master Trusts, Veba Trusts, Dol Fiduciary Compliance, 403 Plans, Sec 11K Filings, Governmental Pension Plans, Erisa Compliance Matters, Multi Employer Plans, Mulitple Employer Plans, Quality Auditing, Defined Benefit Pension Plans, Defined Contribution Plans, Due Diligence In Mergers and Acquisitions and Spin Offs, Plan Conversion Consulting, Non Qualified Plan Auditing, Ebp Payroll Plan Conversion 5500 Preparation/Filing, 5330 Preparation/Filing, Vcp/Epcrs Filings, Fiduciary Compliance Filings, Assistance In Preparation For Dol and Irs Audits, Mock Dol and Irs Audits, Compliance Audits
Interests:
Cross Country Ski
Shepard Collie Mix
Play the Piano
Cooking
Yoga
Finished First ½ Marathon
Reading
Running
Tennis
Dogs
Travel
Daughter
Wine
Health
Certifications:
Certified Public Accountant (Cpa)
Cgma - Chartered Global Management Accountant
