Promotion

Cromwell Baun, CPA, PFS, CFA, CFP, CIMA Age: 39 Employer: UBS Financial Services Inc. Title: First Vice President – Wealth Management City/State: Atlanta, GA Website: http://financialservicesinc.ubs.com/team/thestephensonbaunwmg/ Twitter: Professional Associations/Memberships: The Georgia Society of CPAs -Member, Leadership Council -President, Atlanta Chapter -Member, Estate and Financial Planning Advisory Council -Chair, Financial Literacy Task Force -Member, Diversity and […]

Kristen Rampe, CPA Age: 38 Employer: Kristen Rampe Consulting Title:  Founder City/State: Grand Rapids, Michigan Website: https://kristenrampe.com Twitter: @kristenrampe 2000: Graduated from Butler University and started my career at the Big 4 2003: Became a licensed CPA; switched to working in industry, and learned what it’s like on the other side of the public accounting […]

Kelly Ward, CPA, CGMA, EA, MBA Age: 32 Employer: Robinson & Ward, PC Title:  Principal/CPA City/State: Fairbanks, Alaska Website: www.rwcpaak.com Twitter: kellywardcpa Professional Associations/Memberships: AICPA- Financial Literacy Committee; Student Recruitment Committee; PCPS Young Owners/Decision Makers Networking Group member Alaska Society of CPAs – President-Elect; Financial Literacy Committee, Chair; Leadership Committee; Relations with Education Committee Alaska […]

Marc Mehlman, MBA Age: 40 Employer: Thomson Reuters Title: Head of ONESOURCE Direct Tax and Global Compliance and Reporting City/State: Hoboken, NJ Website: https://tax.thomsonreuters.com/products/brands/onesource/ Twitter: https://twitter.com/youronesource   I started my career on Wall Street at Sanford C. Bernstein working as a portfolio manager before earning my MBA at the NYU Stern School of Business.  Post […]

Lindsay Stevenson, CPA, CGMA Age: 35Employer: 1st Financial Bank USATitle: Vice President – Finance & TaxCity/State: Dakota Dunes, South Dakota Listen to this podcastProfessional Associations/Memberships: (1) AICPA – (a) general council (member-at-large) 2018-2021; (b) YMLC (Young Members Leadership Committee) Vice Chair; (c) WIEC (Women’s Initiatives Executive Committee) member; (d) DIEP (Depository Institutions Expert Panel) member. […]

Nick Pasquarosa, MST Age: 25Masters in TaxationEmployer: Bookkeeper360Title: Founder & Chief Executive OfficerLong Island, New Yorkwww.bookkeeper360.com Listen to this podcast   Professional Associations/Memberships: Xero Partner Advisory Council, Young Entrepreneur Council, Forbes Technology Council, Board Member of FLIP Society a 501(c)(3) Organization As founder and CEO of Bookkeeper360, Bookkeeper360 has grown to be recognized as the […]

Ashley Britton, CPA Age: 35 Employer: AICPA Title: Lead Manager, Not-for-Profit Content Development — Public Accounting City/State: Durham, NC Website: www.aicpa.org Twitter: @albbritton81 Professional Associations/Memberships: I am a member of the AICPA and the North Carolina Association of Certified Public Accountants.  I have served as a member of the Accounting and Auditing committee and Not-for-Profit […]

Benjamin “Bo” Garner, CPA, MBA Age: 31 Employer: PBMares, LLP Title: Assurance Manager/Co-leader Not-for-Profit Services City/State: Newport News, VA Website: www.pbmares.com Twitter: https://twitter.com/bo_garner Professional Associations/Memberships (please include any leadership roles): Virginia Peninsula Chamber of Commerce 2017 graduate of LEAD Peninsula, member Association of Fundraising Professionals, Hampton Roads Chapter finance committee North Suffolk Rotary Club sergeant […]