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FULL PACKET_2014-02-18
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FULL PACKET_2014-02-18
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7/2/2014 7:53:58 AM
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2/18/2014 8:23:37 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Clerk of the Council
Date
2/18/2014
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G_9' _J ...-CPA <br />Audit & Assurance Shareholder <br />ObCBRTIUrr3 PUBLIC ACCOUMAMS <br />R BUSINESS ADVISQRS <br />1611 E. Fourth Street, Suite 200 <br />Santa Aria, CA 92701 <br />7: 714.569.1000 <br />F: 714.5421040 <br />http://www.eliscpas.com <br />g l ew i s Cie I l s c pa s, co m <br />Gregory Lewis has been ,part of the ELLS t <br />and an officer and shareholder since OCCODer, 1364.. <br />With over 30 years of experience in public accounting, Greg's <br />areas of expertise Include audits, reviews and compilations, buy(sell <br />agreements, personal and corporate financial planning and wealth <br />preservation, business advising and strategic growth strategies, <br />profitability analysis and corporate budgeting. <br />Greg serves on the board of directors of the Santa Ana Workforce <br />Investment Board, whose vision is to create a workforce In Santa <br />Ana that achieves world -class status and actually surpasses the <br />needs of local employers. <br />Education <br />• Bachelor of Arts in Business Administration <br />(Accounting and Finance), California state University, <br />Fullerton <br />Professional Associations & Affiliations <br />• Firm member, CPA Associates International (CPAAI) <br />• Member, American Institute of Certified Public <br />Accountants (AICPA) <br />• Member, California Society of Certified Public <br />Accountants(CalCPA) <br />• Member, Beta Alpha Psi, National Accounting <br />Honors Society <br />• Member; Rotary Club of Anaheim <br />• Board of Directors, Santa Ana Workforce Investment <br />Board, 2000 to present <br />• Designation, Certified Financial Planner (CFP) <br />• Designation, Personal Financial Specialist(PFS) <br />• Series 7 Securities license <br />• Registered Representative and a Licensed Life Agent <br />13A -17 <br />
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