Advisory
Professionals on the Move: July 9, 2021
Professionals on the Move is a round-up of recent hiring announcements and promotions around the profession.
Jul. 09, 2021
Professionals on the Move is a round-up of recent hiring announcements and promotions around the profession.
Nathan Wechsler & Company Managing Director Elected Chair of Leadership New Hampshire
Nathan Wechsler & Company, PA recently announced that managing director Oreste “Rusty” Mosca, CPA was recently elected as the chair of Leadership New Hampshire’s Board of Trustees. He has served on the organization’s board of directors since 2015.
Mosca joined Nathan Wechsler & Company in 1987 and currently serves as the firm’s Managing Director. Mosca holds a Bachelor of Science in Business Administration with a concentration in Accounting from the Peter T. Paul College of Business and Economics at the University of New Hampshire. His professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the New Hampshire Society of Certified Public Accountants (NHSCPA). Mosca also serves on the boards of directors for the Capitol Center for the Arts, CATCH Neighborhood Housing, and the Amoskeag Health.
Leadership New Hampshire (LNH) is a 10-month program that brings together a group of talented and accomplished individuals to learn about issues local to the state, connect with one another, and discover ways to serve their communities in positions of leadership and responsibility. Established in 1992, LNH has more than 1,000 alumni, statewide
BerryDunn Announces Leadership Promotions and Appointments, Chandler Honored
As BerryDunn enters a new era of leadership with the announcement of new CEO Sarah Belliveau, the firm is also announcing promotions, appointments, and an organizational restructuring effective July 1, 2021.
Leadership Team: Renee Bishop, Chief Operating Officer of Tax, Assurance, and Advisory Colleen Oakley, Chief Sales and Marketing Officer Robert Moore, Chief Administrative Officer Chad Snow, Chief Operating Officer of Consulting Chief Culture and Engagement Officer: New position to be filled
Board of Directors: BerryDunn has elected Kathy Parker to a three-year term on the Board, replacing Tim Masse, who is completing his second three-year term—the limit for consecutive terms. Kathy will join Sarah Belliveau and incumbents Charlie Leadbetter, Dave Erb, and Tammy Michaud to comprise the new Board effective July 1, 2021.
Principal Promotions: Continuing on the firm’s long history of creating strong leadership from within, BerryDunn is excited to announce the following six individuals who have been promoted to Principal:
Danielle Ewing Nicolle Field Ryan Gough Brandon Milton Emily Parker Kevin Price Quality Assurance Principal Todd Desjardins becomes BerryDunn’s Quality Assurance Principal (QAP) effective July 1, 2021. Todd takes over the QAP role from Tracy Harding, who is now Chair of the national Auditing Standards Board (ASB).
John M. Chandler Learning & Development Center announced. The Management Committee voted to name the new training room facility in the Portland headquarters office the John M. Chandler Learning & Development Center, in recognition of Chandler’s 22 years of outstanding leadership as the firm’s Managing Principal/CEO.
New Practice Group Leaders
Bill Brown – Government Assurance Tammy Brunetti – Healthcare Audit Ed Daranyi – Medicaid Jim Highland – Health Analytics Julie Keim – General Group Charlie Leadbetter – State Government Tammy Michaud – Not-for-profit Audit Rob Smalley – Financial Services Audit Chad Snow – Local Government
These new Practice Group Leaders will be joining the existing team of:
Barb Appleby – Wealth Management Clint Davies – Management and IT Consulting Dave Erb – Tax Mike Jurnak – Commercial Audit Kathy Parker – Outsourced Accounting Seth Webber – Valuation
Austin Joins BKD as a Global Tax Integration Practice Partner
Scott Austin has joined BKD CPAs & Advisors’ National Tax Services (NTS) division as a partner in the firm’s international tax practice. Austin will lead BKD’s Global Tax Integration (GTI) practice formed in early 2021.
Austin brings to BKD more than 25 years of experience helping clients understand and solve tax issues related to doing business across borders.
Having formerly served as a vice president of corporate tax and senior tax counsel for more than 10 years at a listed Fortune 500 company, Austin brings extensive experience in building and operating a tax department that efficiently provides tax provision, compliance and tax risk management while integrating the tax function with rapidly changing business operations.
Austin has a Bachelor of Science degree in accounting from Missouri State University and a Juris Doctorate in Law from Emory University and has recent experience as an international tax partner in an international firm.
Whitley Penn Announces Firm Promotions
Whitley Penn, recognized as “One the Top 100 Firms in the U.S.” is pleased to announce the following firm promotions effective July 1, 2021:
Audit Promotions
Jackson Jones – Senior Manager, Fort Worth
Katelyn Woods – Senior Manager, Fort Worth
Caitlin Brennan – Manager, Fort Worth
Michael English – Manager, Dallas
Chris Eissenstat – Manager, Houston
Chelsea Hastings – Manager, Fort Worth
Will Innes – Manager, Plano
Kelley Johnson – Manager, Dallas
Andrew Muirhead – Manager, Plano
Marshall Norment – Manager, Dallas
Ben Pearson – Manager, Houston
John Pousson – Manager, Austin
Nathaniel Taylor – Manager, Houston
Melissa Carrasco – Senior Associate, Odessa
Jicela Cervantes – Senior Associate, Dallas
Collin Denson – Senior Associate, Dallas
Dylan Hodge – Senior Associate, Dallas
Richard Floyd – Senior Associate, Dallas
Haleigh Ivy – Senior Associate, Dallas
Sara Jackson – Senior Associate, Fort Worth
Nick Lafuente – Senior Associate, Plano
Caroline Limanek – Senior Associate, Austin
Scout McCullough – Senior Associate, Dallas
Evan Nielsen – Senior Associate, Dallas
Matthew Riggs – Senior Associate, Dallas
Grant Rush – Senior Associate, Houston
Wesley Sims – Senior Associate, Fort Worth
Alex Tapia – Senior Associate, Dallas
Darryl Vaz -Senior Associate, Fort Worth
Luis Vega-Juarez – Senior Associate, Fort Worth
Blake Williams – Senior Associate, Fort Worth
Gage Williamson – Senior Associate, Plano
Tax Promotions:
Jeremiah Betz – Senior Manager, Midland
Claire Early – Senior Manager, Plano
Brittany Flemming – Senior Manager, Hobbs
Josh Graham – Senior Manager, Plano
Nick Ketcherside – Senior Manager, Midland
Vivian Le – Senior Manager, Dallas
Regina Rennhack – Senior Manager, Fort Worth
Dana Schafer – Senior Manager, Plano
Whitney Ford – Manager, Fort Worth
Taylor Branum – Senior Associate, Fort Worth
Cordell Clark – Senior Associate, Fort Worth
Ruben Gomez – Senior Associate, Houston
Jonathan Groff – Senior Associate, Houston
Dan Hibbs – Senior Associate, Dallas
Haley Howell – Senior Associate, Fort Worth
Ben Hughes – Senior Associate, Fort Worth
Brittney Kirkland – Senior Associate, Plano
Denise Lopez – Senior Associate, Dallas
Kristen Lu – Senior Associate, Houston
Natalia McDonald – Senior Associate, Austin
Melissa Morales – Senior Associate, Midland
Cameron Pollard – Senior Associate, Austin
Na Wu – Senior Associate, Midland
Risk Advisory Services Promotions
Victoria Adams – Senior Associate, Dallas
Forensic Litigation & Valuation Services Promotions
Peaches Wade – Director, Austin
Claire Allshouse – Senior Associate, Houston
Jared Archer – Senior Associate, Fort Worth
Colton Gilliam – Senior Associate, Fort Worth
Carly Joutraw – Senior Associate, Houston
WPWealth Promotions
Matt Magee – Senior Associate, Fort Worth
Brandon Russ – Senior Associate, Fort Worth
Accounting & Finance Promotions
Peter Garrison – Accounting & Finance Analyst, Fort Worth
Stacy Potts – Accounting & Finance Analyst, Fort Worth
Administrative Promotions
Dena Perry – Office Manager / Administrative Assistant, Houston
People Group Promotions
Jessica Sabedra – Senior Benefits Associate, Fort Worth
WP Edge Promotions
Sheri Hanner – Senior Manager, Fort Worth
Suzanne McCoskey – Senior Manager, Plano
Morgan Summers – Manager, Fort Worth
Angie Friedman – Senior Associate, Fort Worth
Candy Luker – Senior Associate, Hobbs
Public Sector Promotions
Lian Carandang – Senior Associate, Houston
Kevin Green – Senior Associate, Houston
Cynthia Guerra – Senior Associate, Houston
Gustavo Guzman – Senior Associate, Houston
Jade O’Martin – Senior Associate, Fort Worth
Ariel Zhang – Senior Associate, Dallas
Oil & Gas Promotions
Gary Liu – Managing Director, Houston
Amy Mann – Managing Director, Houston
Jeff Howard – Controller, Dallas
Anthony DeBellis – Assistant Controller, Austin
John Morgan – Assistant Controller, Houston