Retired partner who practiced public accounting with a national CPA firm for forty years.
Minneapolis, Minnesota 1971-2004
San Diego, California 2004-2011
A variety of industries served with a significant concentration in construction and real estate clients. Clients were closely held with annual revenues up to one billion dollars.
Headed the Minneapolis and San Diego offices Construction and Real Estate teams.
Member and Team Captain of the McGladrey & Pullen, LLP interoffice inspection team reviewing offices within the firm for quality control and compliance with firm policies and procedures.
Team Captain for international inspection team which reviewed RSM offices (international affiliate of McGladrey & Pullen, LLP) throughout the world reviewing quality control and compliance with RSM policies and procedures or review of the offices for membership in RSM. Countries included South Africa, Spain, Canada, Brazil, Argentina, Chile, Russia, Thailand among others.
Additional continuing education requirements completed in accordance with professional guidelines (minimum of 120 hours each three year period). Continuing education curriculum included accounting and auditing, ethics, business management and organization, finance, marketing, communications and personal development.
Professional memberships prior to retirement:
American Institute of Certified Public Accountants (AICPA)
Minnesota Society of Certified Public Accountants
California Society of Certified Public Accountants
National Association Industrial and Office Properties (NAIOP)
Associated General Contractors (AGC)
Current Community memberships:
Rotary International (San Diego Uptown)
San Diego Automotive Museum- Board member and Treasurer
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