People News – Dec. 9, 2016

A roundup of recent hires, promotions, awards and other personnel news from firms across the country.

James B. Marshall has been named a principal in the Montgomery office of Jackson Thornton, where he has worked for more than 10 years.

Nancy Vasquez has joined HMWC CPAs & Business Advisors, Tustin, as a tax manager. … Jarrett Warner has joined Sensiba San Filippo LLP, Pleasanton, as a senior manager.

Douglas Taylor has joined Legacy Professionals LLP, Chicago, as a senior manager in the Audit Department.

Ashley Richmond, an accountant in the Audit Department of Swartz Retson & Co. PC, Merrillville, has earned her CPA license.

Benjamin Vance of Postlethwaite & Netterville was honored as one of 25 CPAs age 40 and under to receive a Standing Ovation Award from the American Institute of CPAs at its 2016 Forensic & Valuation Services Conference.

Baker Newman Noyes, Portland, announced a number of promotions and new hires: Daniel Levesque, Sabrina Christian, Matthew Fernandez, Jane Rankin and Michael Meserve were promoted to manager in the audit practice; Michael Bailey, Benjamin Hubert and Danielle Laverriere to senior in the audit practice; Kelly Parks to senior in the tax practice; Nicole Shaffer to senior proposal coordinator in the Marketing Department; and Cheri Lozoraitis to international tax specialist in the tax practice, while Dustin Kaubris, Christopher Long, Mikenzi Merrill, Michael Trahan and Jena Williams have joined the audit practice as staff; Danielle Hansen, Kelsey Livermore, Connor Smart and Mikala Varela have joined the tax practice as staff.

Ryan Crabbs has been promoted to senior manager at DeLeon & Stang CPAs and Advisors, Gaithersburg.

Alianna Kendig has joined Rodman CPAs, Waltham, as a staff accountant. She was previously an intern with the firm. ... Baker Newman Noyes announced a number of promotions and new hires in its Boston and Peabody offices: Zoe Hagen, Jon Cushion, Jessica Rought and Sean Madden were promoted to senior in the audit practice; Jordin Milano to manager in the audit practice; and Chris Bolte to senior in the tax practice, while Alexandrea Bergamo, Max Gordon and Jake Holmes joined the firm as staff members in the audit practice, and Jaclyn Leogrande  as a staff member in the tax practice. … Duane C. Denn, a supervisor at Walthall CPAs, Amherst, has earned the Certified QuickBooks ProAdvisor designation.

After 20 years with Hungerford Nichols CPAs + Advisors and 47 years in public accounting, shareholder Phil Saurman announced that he will retire effective Dec. 31, 2016. He built the firm's governmental audit group, which firm shareholder Adriane Schrauben (who was mentored by Saurman) will be taking over. … Eric Haukkala and Melissa Wallace have joined DS Rostagno CPA PC, Iron River; the firm will now practice as Rostagno and Haukkala, CPAs PC. … Plante Moran, Southfield, announced that managing partner-elect Jim Proppe has selected six partners to serve on the firm’s management team, effective July 1, 2017: Group managing partner Frank Audia will also become chief risk officer; government industry group leader Beth Bialy will become group managing partner of nonprofit and public sector industries; Dennis Graham will become group managing partner of management consulting services; HR Department director Chris McCoy will become group managing partner of firm administration; Teresa Pollock will assume the role of group managing partner of offices; and Brad Virkus will become group managing partner of commercial industries.

At its Fall Collaborative in Las Vegas, the Information Technology Alliance announced new appointments to its Board of Directors: Peyton Burch, senior director of channel sales at Intacct, and Allen Smith, CIO at Baker Tilly, will serve as chair and vice-chair, respectively.

Baker Newman Noyes, Manchester, announced a number of new hires and promotions: Lisa Belliveau was promoted to senior manager in the tax practice; Pam Keenan and Ken Newton to manager in the tax practice; Allison Thibodeau to supervising senior in the tax practice; Kory Reynolds to senior in the tax practice; and Jessica Lefavor and Gabrielle Stanton to senior in the audit practice, while Laura Mills, Rebecca Wuorio and Nathan Allen have joined the audit practice as staff, and Megan Medeiros has joined the tax practice as staff. … J. Christopher Currie has joined Nathan Wechsler & Co. PA, Concord, as a principal.

Mario R. Dell’Aera, partner-in-charge of New York financial services for KPMG LLP, was a guest of honor at the annual fundraising gala of Life’s WORC and the Family Center For Autism on Dec. 6. … Mario Urso has been appointed managing partner of the Buffalo office of The Bonadio Group, succeeding Philip Mann, who will focus on leading the the firm’s MS Consultants division. … Gregory Galgano, a manager in the Audit and Accounting Group of Gettry Marcus CPA PC, Woodbury, received a 40 Under 40 Award from Long Island Business News. … The American Institute of CPAs named the student recipients of the 2016-2017 AICPA John L. Carey Scholarship Award. (See the story.)

Skoda Minotti, Cleveland, announced a number of new hires: Brian Rice, Colette Hounshell, Cooper Kolke and Jaime Noland have joined the firm as staff accountants in the Accounting and Auditing Department; Desiree Gordon as a lead generation specialist in the Strategic Marketing Department; Justin Slaby as a senior staff accountant in the Tax Department; and Trina Custer as an administrative assistant in the Firm Administration Department.

Keith R. Gordon has joined Boyer & Ritter CPAs and Consultants, Carlisle, as a business valuation manager.

Burdette Smith & Bish LLC named four new partners: Rebecca Bartholomae, Sarah DeVoe, Deborah Harris, and Carolyn Lohr. Bartholomae joined the firm in 1987, DeVoe and Harris in 2012 and Lohr in 1988.

Andrew J. Ceresney will step down as enforcement director of the SEC at the end of the year. (See the story.)

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