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Thad Gray CPA
3739 Horseshoe Lake Road
West Branch, MI 48661
(989) 345-9109, (989) 387-4710(c)
Education:
Michigan State University, East Lansing, MI
Bachelor of Arts in Accounting, June 1987
Achievements:
Michigan Life Insurance License – September 2002
Series 63 Uniform Combined State Law – August 2000
Series 7 General Securities Representative – July 2000
Certified Specialist in Estate Planning – December 2000
Received designation Certified Public Accountant – August 1991
Employment:
Stephenson Gracik & Co., P.C., 2/1994 to 9/2007
East Tawas West Branch, Michigan
Partner/Shareholder
Duties including managing day to day operations of West Branch
Office. In charge of maintaining continual quality growth through ethical means. Assumed position as key company representative in the community as well as role of head of marketing. Skills and achievements include the following but not limited to:
• Extensive tax knowledge and research skills
• Estate planning specialist
• retirement Planning & business succession
• Benefit Plan Consulting
• Business Valuations
• Formation & liquidation of corporations, partnerships, LLCs & trusts.
• Computer & management consulting
• Audits of municipalities & schools
• Converted office to Creative Solutions Write-Up software
• Contracted new office construction
• Experience w/ Windows XP/2000 NT & most financial software.
SGC Financial Group Limited/Intersecurities Inc., 8/2000 to 9/2007
East Tawas and West Branch, MI
General Securities and Investment Advisor Representative
Daily Tasks Include:
• General Securities, Mutual Fund and Bond Trading using Net Exchange Pro via Pershing LLC.
• Financial Planning and Product Suitability
• Co-Ordination and set up of Employer retirement plans and related compliance
Milan-Brody Company Inc., 7/1987 to 2/1990
Detroit, MI
Assistant Controller/Property Manager
Responsibilities Included:
• Financial statement preparation for managed properties
• Construction accounting for new projects
• Financial analysis for new deals
• Management of multifamily housing projects & marina
• Management of full service restaurant
• Maintaining relationships with bankers, vendors & investors
Bruce Berndt CPA., 7/1987 to 2/1990
Farmington MI
Staff Accountant
Responsibilities Included:
• Accounting and tax services for 30+ clients
• Payroll tax preparation
• Tax return preparation 1120, 1120S, 1065, 1040, 5500.
Community service:
• Member MACPA & AICPA
• Past Directors West Branch Chamber of Commerce
• Member & past Director West Branch Optimist Club
• Member West Branch fireworks committee
• Trustee West Branch Regional Medical Center, Chair of Various committees
• Taught Accounting for Baker College Winter Term 2000.
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