Experience

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  Calco Services, Inc.

  • Consultant

    • Jul 1996 - Present

     Designed rare coin inventory control system written in Access for New York Company. Did due diligence for the purchase of a Dreyfus subsidiary.  Completed accounting and operational fraud audit on Precious Metal Wholesaler (excess of 2.0 billion in sales) in Santa Monica, CA. The CFO/Controller was released and I filled in until a replacement could be employed.  Completed accounting and operational fraud audit on Auction Company in Beverly Hills CA. CFO/Controller left. I filled in until a replacement could be found. Designed specification for auction automation to be written in Visual Fox to integrate with Accountmate General Ledger system.Utlizing Quickbooks Pro have been completing Individual Income Tax returns since 2011.

  • Owner President

    • Jul 1996 - Present

    • I utilized QuickBooks starting with the 1997 version while consulting for a Numismatic Company.• In January 2005 I became a QuickBooks Pro Advisor on 2004 QuickBooks• Currently I am working with QuickBooks 2009 and have worked with clients in manufacturing building inventory units, consulting on automation issues, and automotive specialty retail shop.

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  Defence Finance and Accounting Service

  • Denver, Colorado

  • Financial Specialist

    • Feb 2005 - Mar 2010
    • Denver, Colorado

    • USAF Reserve and ANG Payroll taxes1. Reconcile payroll, prepare voucher entries and process Federal State and Territory tax payments. (Approx. 180,000 service members and $2.1 billion in annual wages and $570 million in tax liability.)2. Quarterly file IRS form 941 and 941-C (now 941-X) and sub...

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  A-Mark Financial Corp.

  • CAO Sr Vice President

    • Dec 1973 - Jul 1996

     23 years as Controller, Director of Operations, and Chief Administrative Officer 13 years as Legal Affairs Officer 20 years handling corporate tax strategy for multi corporate Federal and State taxes. Designed and implemented the complete in house automation of a Wholesale Commodity Brokera...

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  Crocker Bank

  • VP Regional Adm Operations Officer

    • Jul 1959 - Dec 1973

     Responsible for bank operations in 50 bank branches. Last Regional assignment covered branches located from Santa Barbara to Los Angeles, Ca. Managed takeover and conversion of 5 different independent banks in the Los Angeles area that had a total of 20 branches.  Was Liaison Executive Vice P...