Continuing professional education courses in various auditing, accounting and tax subjects, including training to qualify for governmental audits
Goldey Beacom School of Business, Associate in Arts, 1961
Wilmington, Delaware
U.S. Air Force, Honorable Discharge, 1960
1977 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Director
1977 – 2002
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Stockholder
1970 – 1977
Jones, Jefferson & Urian
Rehoboth Beach, Delaware
Partner
1961 – 1970
Public Accountant in New Castle County
Delaware CPA Certificate No. 176 dated January 24, 1967
Delaware License No. CA-0000145
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Appointed by Governor Castle to serve on the Delaware Board of Accountancy from 1989-92
and continued under Governor Carper from 1992-1995.
Distinguished Alumni Award, Goldey-Beacom College, 2000
Milton Lions Club, Past President
Endeavor Lodge No. 17, A.F. & A.M.
Northeastern University, Master of Science, Accounting 1967
Boston, Massachusetts
High Point College, Bachelor of Science 1966
High Point, North Carolina
Valley Forge Military Academy, Diploma 1962
Wayne, Pennsylvania
1977 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Stockholder
2006 – Present
WSFS
Lewes, Delaware
Sussex County Advisory Board
1972 – 1977
Jones, Jefferson & Urian
Rehoboth Beach, Delaware
Partner
1971 – 1972
American Snacks, Inc.
Boston, Massachusetts
Assistant Comptroller
1967 – 1971
Touche, Ross & Company
Boston Massachusetts
Staff Accountant
Delaware CPA Certificate No. 254 dated September 18, 1973
Delaware License No. CA-0000083
Massachusetts CPA Certificate No. 3899 dated September 30, 1969
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Southern Delaware Estate Planning Council
Associate of Applied Science in Accounting 1977
Delaware Technical & Community College, Dover, Delaware
52 Credits earned towards Bachelors Degree,
including all accounting and auditing courses,
Delaware State University, Dover, Delaware
1980 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Certified Public Accountants
Georgetown and Dover, Delaware
Stockholder
1987 – Present
Wesley College
Dover, Delaware
Member Adjunct Faculty
1989 – Present
Person/Wolinsky CPA Review
Dover, Delaware
Instructor
Court of Chancery
Family Court - State of Delaware
Delaware CPA Certificate No. 552 dated March 6, 1984 and
Delaware License No. CA-0000078
Certified Valuation Analyst
Accreditation Awarded January 23, 1995
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Maryland Society of Accountants
Institute of Business Appraisers
National Association of Certified Valuation Analysts
Wilmington College, Master of Business Administration 1987
New Castle, Delaware
University of Delaware, Bachelor of Science, Accounting 1977
Newark, Delaware
1986 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown and Ocean View, Delaware
Stockholder
2007 – Present
WSFS
Lewes, Delaware
Sussex County Advisory Board
2003 – 2007
Mercantile Peninsula Bank
Salisbury, Maryland
Director
1995 – 2003
Baltimore Trust Company
Selbyville, Delaware
Director
1980 – 2003
Wilmington College
Adjunct Instructor of Accounting & Finance
1985 – 1986
Ballard, Thompson & Doane, P.A.
Georgetown, Delaware
Stockholder
1977 – 1985
Faw, Casson & Co.
Georgetown, Delaware
Staff Auditor/Accountant- Progressed to Manager
Delaware CPA Certificate No. 373 dated July 3, 1979 and
Delaware License No. CA-0000122
American Institute of Certified Public Accountants
Past Member of Council
Delaware Society of Certified Public Accountants
President 1992-93
Easter Seals Society of Del-Mar, Director and Past Chairperson of Sussex County Advisory Board
Delaware Technical and Community College
Owens Campus Business Administration Technology Advisory Committee
Rehoboth Beach Dewey Beach Chamber of Commerce
Past President and Director
University of Delaware, Bachelor of Science, Accounting 1982
Newark, Delaware
1986 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Director/Stockholder
1985 – 1986
Ballard,Thompson & Doane, P.A.
Georgetown, Delaware
Delaware CPA Certificate No. 757 dated October 22, 1987 and
Delaware License No. CA-0000402
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Ethics Committee, Member 1997-1999
Ethics Committee, Chairman 1999-2000
University of Pennsylvania, Wharton Business School
Bachelor of Science in Economics 1985
Philadelphia, Pennsylvania
The Hill School, Diploma 1981
Pottstown, Pennsylvania
1986 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Stockholder
1985 – 1986
Ballard, Thompson & Doane, P.A.
Georgetown, Delaware
Staff Accountant
1985
Faw, Casson & Co.
Georgetown, Delaware
Staff Accountant
Delaware CPA Certificate No. 736 dated May 14, 1987 and
Delaware License No. CA-0000412
AICPA Personal Financial Specialist Certificate No. 16395 dated 1996
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Southern Delaware Estate Planning Council Treasurer
Georgetown Chamber of Commerce Past President and Past Treasurer
Goldey Beacom College, Bachelor of Science, Accounting 1987
Wilmington, Delaware
1988 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Stockholder & Director since January 2000
Delaware CPA Certificate No. 1006 dated March 31, 1992 and
Delaware License No. CA-0000729
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Past Member of Council
Georgetown - Millsboro Rotary Club – Paul Harris Fellow
Goldey Beacom College Alumni Association – Board Member, Past President and Distinguished Alumni Award 2005
American Heart Association – Sussex County Division
Past Board Member
Meals on Wheels of Delaware
Past Board Member
University of Delaware, Bachelor of Science, with Honors
Accounting, 1980
Newark, Delaware
1982 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Director/Stockholder
Accounting and Auditing Stockholder
1980 – 1982
Arthur Andersen & Co.
Baltimore, Maryland
Staff Accountant with auditing responsibilities
Delaware CPA Certificate No. 526 dated July 13, 1983 and
Delaware License No. CA-0000058
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
University of Delaware, Bachelor of Science, Accounting 1994 Minor in Management Information Systems
Newark, Delaware
1997 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Dover, Delaware
Director
Delaware CPA Certificate No. 3414 dated August 21, 2002 and
Delaware License No. CA-0001408.
Delaware Society of Certified Public Accountants
American Institute of Certified Public Accountants
Drexel University, Bachelor of Science
Design, 1965
Philadelphia, Pennsylvania
Pennsylvania State University, Master of Education
Education, 1974
State College, Pennsylvania
1987 - Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Firm Administrator
Director
1985-86
Essex Credit Corporation
Essex, Connecticut
Loan Consultant
1983-85
Connecticut National Bank
New London, Connecticut
Assistant to Regional Director
Greater Millsboro Chamber of Commerce
Director
Possum Point Players
Past Trustee
Sussex Business & Professional Women’s Club
Past President and Treasurer
Widener University, JD, 1984
Wilmington, Delaware
George Washington University, Bachelor of Arts, 1979
Washington, DC
2003 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Ocean View, Delaware
Manager
1999 – 2003
Energy Merchant LLC
Bel Air, Maryland
Controller and Tax Manager
1998 – 1999
Coastal Resorts Management
Bethany Beach, Delaware
Controller
1994 – 1998
Pigg, Krahl, Stern & Co., CPAs
Salisbury, Maryland
Manager
1992 – 1994
MG Refining & Marketing, Inc.
Forest Hills, Maryland
Vice President & Director of Petroleum Taxes
1989 – 1992
Louis-Dreyfuss Energy Corp.
Wilton, Connecticut
Vice President & Director of Petroleum Taxes
1984 – 1989
Rose & Kupfermen, PA, CPAs
Wilmington, Delaware
Manager
Delaware CPA Certificate No. 632 dated March 20, 1986 and
Delaware License No. CA-0000307
AICPA Personal Financial Specialist Certificate No. 31151 dated 10/30/06
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
University of South Florida, Bachelor of Science, with Honors
Accounting, 1992
Tampa, Florida
1998 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Manager
1998
Quality Roofing Supply
Lewes, Delaware
Bookkeeper
1982 – 1997
Upton’s Department Store
St. Petersburg, Florida
Retail Manager
Delaware License No. CA-0001505
Florida Certificate No. 27783 dated April 18, 1995
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
University of Delaware, Bachelor of Science, Accounting 2002, Newark, Delaware
2002 – Present
Jefferson, Urian, Doane & Sterner, P.A.
Georgetown, Delaware
Manager
Delaware CPA Certificate No. 5247 dated September 15, 2004 and Delaware License No. CA-0001698
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants