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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.

pros on move

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