REDW Promotes Eight Team Members Firm-Wide

REDW LLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms also known for its long tradition of rewarding team members’ professional achievements and commitment to client service, has promoted eight team members in its Albuquerque, NM office:

Antonio Flores, CPA, MBA, MACC, to Senior Business Software Consultant in REDW’s Albuquerque office.  Antonio specializes in database management, nonprofit accounting software, and Abila MIP Fund Accounting implementations. As an experienced software professional and trainer, he helps individuals from a variety of businesses, tribal governments, and other organizations, implement and ensure they get the most value from their accounting systems and software investments.  He holds a Master of Business Administration in Finance and a Master in Accounting from the University of New Mexico.

Rufino Rodriguez, CPA, to Audit and Consulting Manager in REDW’s Albuquerque office. With over eight years of experience in public accounting, Rufino provides financial, internal control compliance, and operational performance audit and evaluation services to a variety of governmental entities. He holds a Bachelor degree in Accounting from the University of New Mexico. Rufino is a member of the Association of Latino Professionals in Finance and Accounting (ALPFA).

Jonathan Rothweiler, to Audit and Consulting Manager in REDW’s Albuquerque office. Jonathan serves a wide variety of clients in different capacities, including financial and compliance audits, examination of internal controls, and agreed-upon procedures engagements. Jonathan holds a Bachelor degree in Accounting and Finance from the University of New Mexico.

Lorie Carr, CPA, to Senior Tax Accountant in REDW’s Albuquerque office. She has more than 13 years of experience in tax compliance, technical review and consulting, and auditing. She is a member of the New Mexico Society of Certified Public Accountants, and holds a Bachelor of Linguistics degree from the University of Michigan.

Jen Choi, MBA, to Tax Accountant in REDW’s Albuquerque office. With over three years of public accounting experience and a year at the New Mexico Taxation and Revenue, Tax Fraud Investigation Department (TFID), Jen provides financial and federal compliance audit services to many of the Firm’s tax clients. She holds a Master of Business Administration in Accounting and Bachelor of Business Administration from the University of New Mexico.

Leslie Jiron, to Senior Tax Accountant in REDW’s Albuquerque office. Prior to joining REDW, Leslie served as a Controller for a design firm in Albuquerque, and she brings five years of diverse tax and public accounting experience to the job. Leslie holds a Bachelor of Business Administration degree in Accounting from the University of New Mexico.

Caitlin Locke, CPA, to Senior Tax Accountant in REDW’s Albuquerque office. Caitlin is experienced in tax preparation for nonprofit, corporate, partnership, and individual clients. Before joining the Firm’s tax department, she worked at REDW Stanley Financial Advisors, LLC, the wealth management arm and a subsidiary of REDW LLC. Caitlin holds a Masters of Accounting and Bachelors of Business Administration from the University of New Mexico.

James Ortiz, MSA, to Senior Tax Manager in REDW’s Albuquerque office. With over nine years of experience specializing exclusively in the State and Local Tax (SALT) arena, both in a public accounting role and as a SALT specialist for an international clothing retailer, James has dealt with sales and use tax compliance for every state in the USA and Canada. In addition, James spent four years working at the New Mexico Taxation & Revenue Department in a variety of roles, including serving as an auditor in the Audit & Compliance Division. James holds a Bachelor of Business Administration degree from the University of New Mexico and Masters of Science in Accountancy from the University of Phoenix.