Arthur Young & Company
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Arthur Young & Company Employees
Bailey Murphy & Scarano LLC June 2010 - Present
Bailey Schaefer & Errato LLC June 1992 - July 2010
Bailey Moore Glazer Schaefer & Proto September 1972 - May 1992
Arthur Young & Company December 1968 - September 1972
Skills
Succession Planning, Dispute Resolution, Business Valuation, Tax Accounting, Forensic Accounting, Tax Preparation, Tax Returns, Corporate Tax, Tax, Accounting, Cost Accounting, Partnership Taxation, Litigation Support, Financial Analysis, Sales Tax, Valuation, Income Tax, S Corporations, IRS
Education
University of New Haven 1983 — 1985
MST, Taxation
Quinnipiac University 1965 — 1969
BS, Accounting
GLNX June 1996 - Present
GLNX Corporation January 1989 - June 1996
Global International Transport Services, Inc., a company owned by WKG Corporation March 1986 - December 1988
AeroServ International, Inc. April 1982 - March 1986
Arthur Young & Company May 1978 - April 1982
Josey Oil Company June 1977 - May 1978
Pennzoil Company June 1975 - June 1977
Skills
Corporate Management, Investor Relations, Corporate Finance, Banking Relationships, Corporate Policies, Buy/sale of Railcars, Business Planning, Mergers & Acquisitions, Accounting, Strategic Planning, Financial Analysis
Education
University of Houston 1973 — 1978
Bachelor of Business Administration (BBA), Accounting
Stray Star Custom Saddles, LLC October 2014 - Present
Traditions Interiors, LLC March 2014 - Present
Bandera Electic Co-op July 2004 - March 2014
Southwest Texas Junior College May 1991 - August 2003
Padgett, Stratemann & Co., LLP May 1986 - May 1991
Arthur Young & Company January 1981 - April 1986
Skills
A CPA with management..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Action & Results..., Creativity, Developing/Mentoring..., Business Acumen, Customer Focus
Education
University of Houston-Clear Lake 1978 — 1980
Bachelor's Degree, Accounting
Angelo State University 1976 — 1978
Course work, Accounting
Sul Ross State University
Course work, Counseling
Larry M Weinstein, CPA January 1988 - Present
SolveMyTaxProblems.com January 1988 - Present
Arthur Young & Company 1985 - 1988
Skills
Tax Planning, Tax Reduction, Tax Reduction Strategies, Accounting, Tax Preparation, Tax Minimization, Negotiation with the IRS
Education
University of Houston, C.T. Bauer College of Business 1983 — 1985
BBA, Accounting
University of South Florida 1976 — 1978
Thompson Financial Group, Inc. June 1990 - Present
Autrey & Williams, CPA'S 1973 - 1990
Arthur Young & Company 1971 - 1973
Education
University of North Carolina at Chapel Hill
Anthony Dans & Company, CPAs January 2009 - Present
UHY Advisors October 2007 - January 2009
Lodgen, Lacher, Golditch, Sardi & Howard, LLP November 2005 - October 2007
Dubnoff Center for Child Development 2007 - 2007
PricewaterhouseCoopers August 2000 - March 2004
Kenneth Leventhal & Company, CPAs 1984 - 1988
Arthur Young & Company 1980 - 1983
Skills
Tax, Compliance, Real Estate, Tax Services, Accounting, Corporate Tax, CPA, Tax Accounting, Tax Research, International Tax, Partnership Taxation, Financial Reporting, GAAP, Internal Controls, Income Tax, Tax Preparation, Auditing, Sarbanes-Oxley Act, Financial Accounting, Tax Returns, Payroll, Tax Advisory, Tax Law, Bookkeeping, Financial Analysis, Account Reconciliation, General Ledger, Managerial Finance, US GAAP, High Net Worth..., Financial Statements, QuickBooks, S Corporations, Cash Flow, Sales Tax, Strategic Financial..., Assurance, Forensic Accounting, Due Diligence
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Taxation
California State University-Northridge 1978 — 1980
B.S.
John J. Pembroke & Associates LLC January 1992 - Present
John J. Pembroke CPA 1975 - Present
Honkamp Krueger Financial 2001 - Present
Schuyler, Roche & Crisham, PC October 1980 - January 1991
Arthur Young & Company August 1979 - October 1980
Coopers & Lybrand January 1979 - January 1980
Skills
Corporate Law, Business, Estate Planning, LLC, Strategic Financial..., Estate Administration, Financial Planners, Estate Law, Tax, Estate Tax Planning, Mergers, Corporate Governance, Wills, Real Estate, Trusts, Elder Law, Insurance, Commercial Litigation, High Net Worth..., Corporate Tax, Income Tax, Legal Writing, Guardianship, Arbitration, Legal Research, CPA, Tax Law, Finance, Joint Ventures, Family Law, Powers of Attorney, International Tax, Mergers & Acquisitions, Tax Advisory, Business Tax Planning, S Corporations, Tax Accounting, Financial Planning, Breach Of Contract, Bankruptcy, Investments, Tax Research, Small Business, Legal Issues, Tax Returns, Appeals, Partnership Taxation, Business Transactions, Tax Preparation, Litigation Support
Education
Northwestern University School of Law 1976 — 1979
J.D, Law
University of Illinois at Chicago 1973 — 1975
B.S. with Honors and Distinction, Accounting
Clarion Advisors, Division of Clarion Enterprises, LLC March 2014 - Present
Bridgewater Associates May 2013 - March 2014
Clarion Advisors, Division of Clarion Enterprises, LLC April 2009 - May 2013
Gartner March 2003 - April 2009
PanAmSat September 1999 - February 2003
ENTEX Information Services March 1997 - September 1999
AVON Products, Inc. October 1993 - March 1997
Gartner Group September 1989 - October 1993
Kraft, Incorporated March 1987 - September 1989
Arthur Young & Company 1985 - 1987
Skills
Enterprise Architecture, Performance Measurement, Corporate Governance, IT Strategy, Program Management, Business Alignment, IT Management, Cloud Computing, Strategic Planning, Information Technology, Mergers, Management Consulting, PMO, Change Management, Business Process, Compliance, Vendor Management, Business Strategy, Executive Management, Outsourcing, Strategy, Enterprise Software, Consulting, Project Portfolio..., Business Process..., Management, Training, Business Transformation, Mergers & Acquisitions, Leadership, SaaS, Governance, Cross-functional Team..., Business Analysis, Business Intelligence, Process Improvement
Education
Columbia University - Teachers College
Doctor of Education (Ed.D.), Department of Organization and Leadership
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
Boston College - College of Arts & Sciences
Bachelor of Arts (A.B.)
United States Naval Academy 1971 — 1973
Midshipman
City of Lake Wales, Florida August 2013 - Present
Management Consultant March 2012 - August 2013
Town of Southwest Ranches, FL December 2011 - March 2012
Islamorada, VIllage of Islands March 2008 - November 2010
Seminole Tribe of Florida January 2002 - October 2006
City of Hollywood, FL August 1994 - January 2002
Carnegie Mellon University -Software Engineering Institute May 1988 - April 1992
Arthur Young & Company January 1983 - May 1988
City of Pittsburgh, PA March 1976 - January 1983
Skills
Municipalities, Municipal Management, City Management, Public Policy, Public Budgeting, Public Finance, Information Technology, Public Safety, Emergency Management, Intergovernmental..., Project Management, Economic Development, Redevelopment, Media Relations, Policy, Land Use Planning, Public Administration, Local Government, Program Management, Community Development, Government, Land Use, Urban Planning, Sustainability
Education
Carnegie Mellon University
MS, Public Policy and Management
Cornell University
BIE, Industrial Engineering/Operations Research
Azimuth Investment Management, LLC April 2012 - July 2012
Azimuth Investment Management, LLC January 2009 - April 2012
Duff Capital Advisors July 2008 - December 2008
DFD Services LLC November 2000 - July 2008
Parker Global Strategies June 1998 - October 2000
RBS Greenwich Capital June 1992 - June 1998
EMCOR Risk Management Consulting January 1991 - November 1991
Citigroup September 1973 - December 1990
Arthur Young & Company July 1971 - August 1973
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Managment, Financial Services, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Investment Strategies, Private Equity
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, accounting
Boston University 1964 — 1968
BS in BA, Finance
The Bleachers Corporation June 2011 - Present
Boyd Center for Integrative Health 2004 - 2010
Imperial Acquisition Inc. 1988 - 1997
Salomon, Inc. 1979 - 1989
Arthur Young & Company 1977 - 1979
Education
Manhattan College 1973 — 1977
Bachelor of Science (B.S.), Accounting
New Adavantage Corporation (NAC) July 2014 - Present
The Edwards Group LLC January 2013 - August 2013
AVEE LABORATORIES, INC February 2010 - June 2012
Independent Agency Services LLC September 2007 - January 2010
AVEE, INC October 2005 - August 2007
Independent Agency Services LLC January 2001 - September 2005
W.H. SIMON & COMPANY January 1992 - January 2001
MOORE, STEPHENS, LOVELACE, ROBY January 1988 - January 1992
ARTHUR YOUNG & COMPANY January 1986 - January 1988
Skills
Guaranteed Lifetime..., Financial Analysis, Long Term Care Insurance, Medicare, Due Diligence, Financial Reporting, Variance Analysis, Life Insurance, Mergers, Accounting, Real Estate, Investments, Financial Accounting, Budgets, General Ledger, Cash Management, GAAP, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Finance, Internal Audit, Mergers & Acquisitions, Managerial Finance, Tax, Cash Flow, Process Improvement, Risk Management, Cost Accounting, Financial Modeling, Insurance, Strategy, Management, US GAAP, Cash Flow Forecasting, CPA, Financial Audits, Leadership, Forecasting, Financial Statements, Revenue Recognition, Working Capital..., Hyperion Enterprise, Sarbanes-Oxley, Corporate Finance, Restructuring, Consolidation, SEC filings, Executive Management
Education
DePaul University
Master of Science, Taxation
University of Michigan
Bachelor of Science, Financial Accounting
Schweikert Finance & Accounting Consulting Services March 2014 - Present
AMMROC March 2011 - July 2013
B/E Aerospace January 2008 - October 2010
Leistritz ATC June 2005 - January 2008
Landmark Aviation January 2004 - June 2005
Lowe's Companies, Inc. December 1995 - December 2003
Deloitte & Touche November 1994 - November 1995
Saudi Arabia Petrochemical Company June 1992 - November 1994
Deloitte, Ross, Tohmatsu International August 1989 - May 1992
Arthur Young & Company January 1987 - May 1989
Skills
Forecasting, Cash Flow, Accounting, ERP, General Ledger, Financial Reporting, Financial Analysis, Budgeting, Cost Analysis, Financial Modeling, Excel, Strategic Planning, Business Planning, PowerPoint, Long Range Planning, Aerospace, Middle East, PeopleSoft, Oracle General Ledger, Hyperion Enterprise, SAP ERP, Analysis, Finance, Auditing, Strategic Financial..., Internal Audit, Mergers & Acquisitions
Education
Florida State University 1981 — 1985
BS, Accounting and Finance
Venice High School
ALPFA Institute, University of Arkansas December 2012 - August 2013
OSU Foundation 2006 - 2009
Oklahoma State University 2002 - 2003
Tullius Taylor Sartain & Sartain 1998 - 1999
WilTel Network Services 1991 - 1995
Arthur Young & Company 1984 - 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Outlook, OneNote, Typing 90+ wpm, Data Entry 16,000+ kph, Customer Service, Higher Education, Proofreading, Public Relations, Data Entry, Training, Software Documentation, Administrative..., Marketing, Event Planning, Office Management, Human Resources, Annual Giving, Event Management, Teamwork, Editing, Spreadsheets, Leadership Development, Research, Staff Development, Social Media, Program Development, Time Management, Leadership, Alumni Relations, Process Scheduler, Marketing Communications
Education
Oklahoma State University 2003 — 2006
BS
University of Arkansas
Bachelor of Science (B.S.)
NextLaw Labs January 2015 - Present
Virtual Greats December 2008 - December 2014
The Boston Consulting Group 1991 - 2008
Arthur Young & Company June 1986 - August 1989
Westwood Student Federal Credit Union February 1984 - September 1985
1984 Summer Olympic Games August 1983 - June 1985
Skills
Corporate Development, Acquisition Integration, Private Equity, Strategy Development, Entrepreneurship, Strategic Partnerships, Start-ups, Entertainment, Strategy, Management, Leadership, Management Consulting, Venture Capital, Product Management, Business Strategy, Social Media, Executive Management, Analytics, Mergers & Acquisitions, Online Advertising, Digital Marketing, E-commerce, Social Networking, Mobile Devices
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Marketing and Decision Sciences
University of California, Los Angeles 1981 — 1985
Bachelor of Arts (BA), Economics
Florida County Court System March 2011 - Present
Self employed January 2000 - Present
FINRA January 1999 - Present
Indian River County Housing Authority December 2011 - March 2012
New York University April 2004 - December 2007
Fidelity Investments January 1997 - February 2000
Merrill Lynch January 1986 - March 1997
Merrill Lynch & Co January 1986 - January 1997
Arthur Young & Company January 1984 - January 1986
Skills
Due Diligence, Investments, Asset Managment, Valuation, Economics, Capital Markets, Public Speaking, Mergers, Financial Analysis, Arbitration, Litigation, Strategic Planning, Alternative Investments, Research, Portfolio Management, Asset Management, Securities
Education
University of Michigan 1962 — 1966
BA, French
The Wellness Center Hawaii February 2011 - Present
The Wellness Center for Healthy Living 2011 - 2011
Marsha R Sakamaki CPA, Inc. 1983 - 1992
Arthur Young & Company 1975 - 1983
Everybody's Supermarket 1974 - 1975
Skills
Business Planning, Writing Skills, Public Speaking, Conflict Resolution, Conflict Analysis, Tax Planning, Estate Tax Planning, Estate and Trust..., Energetic Treatments, Executive Coaching, Wellness Coaching, Trust, Financial Planners, Estate Law, Healing, Alternative Medicine, Lifestyle, Wellness, Treatment, Healthcare, Small Business, Holistic Health, Nonprofits, Leadership Development, Social Networking, Coaching, Lifestyle Coaching, Wellbeing, Team Building, Training, Energy Healing, Fundraising, Nutritional Counseling, Start-ups, Life Coaching, Weight, Workshop Facilitation, Meditation, Nutrition, Leadership, Program Development, Headaches, Stress, Stress Management, Reiki, Relaxation, Pain Management, Fitness, Myofascial Release
Education
University of Hawaii - College of Business Administration 1973 — 1975
Bachelor of Science, Accounting
Diablo Valley College 1971 — 1972
Kaimuki High School 1966 — 1967
Mid Pacific Institute 1964 — 1966
Financial Analysis Reporting Accounting Leaders in New York NY 2013 - Present
SIEMENS IT SOLUTIONS and SERVICES, Inc June 1999 - October 2010
FOSTER WHEELER ENVIRONMENTAL CORPORATION September 1993 - December 1998
ARTHUR ANDERSEN & COMPANY January 1992 - June 1993
SATURN CONSTRUCTION COMPANY INC January 1991 - November 1991
ZELLER WEISS & KAHN, CPA'S March 1985 - February 1990
ARTHUR YOUNG & COMPANY July 1983 - February 1985
Skills
Financial Reporting, Customer Service, Internal Controls, Cash Flow, Management, Auditing, Business Process, SAP, Business Analysis, General Ledger, Financial Forecasting, Variance Analysis, Budget, Process Improvement, Financial Analysis, Forecasting, Accounting, Financial Modeling, Finance, Invoicing, Sarbanes-Oxley Act, Financial Statements, Hyperion Enterprise, Business Process..., Essbase, Shared Services, Income Statement, Financial Audits, Internal Audit, Microsoft Excel, GAAP, Account Reconciliation, P&L Management, Revenue Recognition, Accruals, Budgets, Managerial Finance, Sarbanes-Oxley, Fixed Assets, Strategic Financial..., Leadership, Accounts Payable, Executive Management, Mergers & Acquisitions, Access, CRM, Cost Accounting
Education
University of Rhode Island
Bachelor of Business Administration, Accounting
Lead Abatement Resource Center (LARC) March 2015 - Present
Carnow, Conibear & Associates, Ltd. October 2014 - Present
Financial Consultant April 2013 - October 2014
Development Specialists, Inc. April 1997 - March 2013
Lakeview TeleSystems, Inc. d/b/a Express Direct 1994 - 1997
ChemFab Corporation, Hi-Temp Materials Division 1991 - 1994
NEC Technologies 1989 - 1991
National Pinkert Steel 1986 - 1989
AMCA International 1983 - 1986
Arthur Young & Company 1982 - 1983
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Cash Management, Accounting, Mergers & Acquisitions, Restructuring, Auditing, Forensic Accounting, Due Diligence, Finance, Litigation Support, Budget Forecasts, Internal Controls, Internal Audit, Account Reconciliation, Cash Flow Forecasting, Corporate Finance, Forecasting, Management, Variance Analysis, Valuation, Chapter 11 Bankruptcy..., Policies and Procedures, Budgeting, Financial Forecasting, Planning Budgeting &..., Registered CPA in...
Education
DePaul University 1977 — 1982
BSC, Accountancy
Healthmarkets November 1999 - Present
Independent July 1985 - Present
American Medical Association May 1983 - June 1985
Arthur Young & Company June 1977 - May 1983
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Life Insurance, Medicare, Retirement, Small Business, Term Life Insurance, Universal Life, Whole Life, Fixed Annuities, Long Term Care Insurance, Accident, Healthcare, Medicare Part D, Critical Illness, Strategic Financial..., Insurance, Underwriting, Commercial Insurance, Property & Casualty..., Insurance Brokerage, Brokers, Group Insurance, Licensed Life & Health..., Workers Compensation, Long-term Care, General Insurance, Individual Health..., Vision Insurance, Claim, Casualty, Finance, Permanent Life Insurance, COBRA, Financial Planning
Education
DePaul University 1975 — 1977
MBA, Finance
Loras College 1966 — 1970
BA, Accounting and Finance
Western Bancorp March 2013 - Present
Opes Advisors March 2011 - February 2013
Gateway One Lending and Finance April 2008 - August 2010
ResMAE Mortgage Corporation September 2007 - March 2008
Wachovia / First Union Bank April 1997 - August 2007
Hyundai Motor Finance Company January 1990 - March 2007
Security Pacific Auto Finance Company January 1988 - December 1989
The First National Bank of Anchorage December 1981 - December 1987
Arthur Young & Company July 1978 - December 1981
Skills
Finance, Strategy, Leadership, Management, Risk Management, Accounting, Mortgage Lending, Strategic Planning, Project Management, Internal Controls
Education
California State University-Long Beach - College of Business Administration 2003 — 2006
MBA, Finance
Bank Administration Institute; Banking School 1985 — 1987
Controllership Major
Western Washington University 1974 — 1978
BA, Accounting
Turn5, Inc. AmericanMuscle.Com September 2010 - June 2012
DA-TECH Corporation 2000 - 2010
Mentor Graphics 1998 - 2000
Foster Farms 1996 - 1998
The Bakersfield Californian 1993 - 1994
Bongrain 1991 - 1993
Valassis 1988 - 1990
Kraft Dairy Group 1987 - 1988
Arthur Young & Company 1976 - 1978
Skills
Corporate Finance, Accounting, Strategic Planning, Financial Planning, Financial Analysis, Budgeting, Financial Modeling, Cash Management, Debt Restructuring, Leveraged Finance, Acquisitions, Mergers, Due Diligence, Workouts, Turnarounds, Reorganizations, E-Commerce, Fulfillment Management, Order Fulfillment, Warehouse Management, Distribution Center..., Call Center Management, Customer Service..., IT Management, IT Outsourcing, ERP System Selection, ERP System..., Purchasing, Procurement, Demand Forecasting, Demand Planning, Vendor Management, Contract Manufacturing, Contract Negotiation, Team Building, High-Impact..., Operations Management, Business Process..., Business Intelligence..., Financial Accounting, Cost Accounting, Management Accounting, Consulting, Strategic Consulting, Internet Retailing, E-commerce, Management, Strategic Financial..., Competitive Analysis, Turn Around Management
Education
Harvard Business School 1984 — 1986
MBA
University of Pennsylvania - The Wharton School 1975 — 1976
MS, Accounting
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Economics
Meracord October 2012 - Present
Sydion Financial September 2009 - January 2011
SunTrust Mortgage 2011 - 2011
WaMu (Washington Mutual) August 2000 - March 2009
Long Beach Mortgage Company May 1999 - July 2000
Downey Savings and Loan July 1992 - September 1998
Guardian Federal Savings Association January 1992 - June 1992
Mercury Savings and Loan Association September 1987 - December 1991
United California Savings Bank August 1984 - July 1987
Arthur Young & Company July 1980 - July 1984
Skills
Forecasting, Managerial Finance, Financial Analysis, Financial Modeling, Finance, Auditing, Management, Process Improvement, Accounting, GAAP, Financial Reporting, Strategic Planning, Internal Audit, Loans, Project Planning, Sarbanes-Oxley Act, CPA, Internal Controls, Banking, Budgets
Education
California State University-Fullerton 1976 — 1980
B.A. (with honors), Business Administration with concentration in Accounting
HUB International Northeast Limited November 2005 - Present
Chubb and PLI Brokerage October 2003 - October 2005
Component Remanufacturing Specialists, Inc. April 2001 - October 2003
Triarco Industries 1997 - 2001
Shaw Data Services, Inc./SunGard 1986 - 1997
Arthur Young & Company October 1978 - April 1986
Skills
Workers Compensation, Benefits Administration, Insurance, Underwriting, Employee Benefits, Human Resources, Health Insurance, Management, Employee Relations, HRIS, Performance Management, Deferred Compensation, Onboarding, Claim, COBRA, Employee Engagement, FMLA, Brokers, Succession Planning, Workforce Planning, Property & Casualty...
Education
Cornell University 1990 — 1992
Certification, Equal Employment Opportunity Studies
New York Institute of Technology-Old Westbury 1985 — 1986
N/A, Organizational Psychology
LIU Brooklyn 1978 — 1978
Certification, Paralegal Studies
Manhattan College 1974 — 1978
B.A., English Literature/Sociology
LaSalle Academy High School 1970 — 1974
N/A, Academic
Citi September 2015 - Present
BBVA Compass July 2010 - September 2015
Wells Fargo Bank March 2007 - June 2010
JP Morgan Chase Bank January 1992 - February 2007
Arthur Young & Company January 1982 - December 1983
Skills
Cross Selling, Banking, Commercial Banking, Middle Market, Loans, Accounting, Workout, Financial Institutions, Commercial Lending, Private Banking, Financial Analysis, Risk Management, Lines Of Credit, Credit Analysis, Credit, Credit Risk, Asset Allocation
Education
University of North Texas 1990 — 1991
MBA, Finance
The University of Texas at Arlington - College of Business 1978 — 1981
BBA, Accounting
Panorama Capital 2006 - Present
De Novo Ventures 2004 - 2006
Self-Employed 1995 - 2003
LSI Logic Corporation 1991 - 1994
Spectra-Physics, Inc. (a Ciba-Geigy Company) 1989 - 1991
Arthur Young & Company 1986 - 1989
T.G.&Y. Stores Company (a Household International Company) 1984 - 1986
Arthur Young & Company 1975 - 1984
Skills
Certified Public...
Education
University of Central Oklahoma - College of Business Administration
Bachelor of Science (B.S.), Accounting, Graduated Summa Cum Laude
Air & Surface Logistics March 2002 - Present
Air & Surface Couriers June 1987 - March 2002
Arthur Young & Company July 1984 - May 1987
Martin Aviation April 1983 - June 1984
Skills
Freight Forwarding, Air Freight, Logistics Management, Logistics, IT Management, Ground Transportation, International Logistics, International Supply..., Container Shipping, LTL, 3PL, Truckload, Supply Chain Consulting, Budgeting, International Business, Vendor Management, Strategic Partnerships, Entrepreneurship, Import/Export, International Commerce, Budgets, Supply Chain, Shipping, Freight, Business Development, Customs Regulations, Web Site Production, Dbase, Visual dBase, Trade Shows, Project Management, Office 365, Freight Brokerage, Ocean Freight, Project Cargo, Aircraft Charter, Google Adwords, Trucking, Management Consulting, Transportation Sourcing, Logistics Consulting, Container, International Trade, Commerce, Reverse Logistics, Ocean, Leadership, Flatbed, Transportation..., Import
Education
University of California, Irvine - The Paul Merage School of Business
MBA
The College of Wooster
B.A.
Family Security Life Insurance Company June 2014 - Present
Silas Simmons, LLP October 2008 - May 2014
Switzer, Hopkins & Mange September 1973 - October 2008
Arthur Young & Company September 1970 - September 1973
Skills
Tax Preparation, Estate and Trust..., Accounting and Auditing, Personal Financial..., Accounting, Strategic Financial..., Tax, Passive Income, Income Tax, Income Statement, Personal Income Tax..., Auditing, CPA, Financial Statements, Financial Accounting, Financial Reporting, Partnership Taxation, Sales Tax, Tax Advisory, Corporate Tax, Financial Analysis, QuickBooks, Forensic Accounting, Accountants, S Corporations, Tax Returns, ProSystem fx Tax, GAAP, Internal Controls, Trusts, Financial Planning, Tax Research, Bookkeeping, General Ledger, Tax Accounting, Journal Entries
Education
Delta State University 1965 — 1967
Bachelor of Science (BS), Accounting
Mississippi State University 1964 — 1965
Accounting
Verland January 2010 - Present
Maher Duessel January 1990 - Present
TELI 1989 - 2013
Ernst & Young 1979 - 1989
Arthur Young & Company 1979 - 1989
Skills
Accounting, Internal Controls, Auditing, Non-profits, Government, Nonprofits, Financial Reporting, Variance Analysis, Financial Analysis, Financial Accounting, Small Business, GAAP, Strategic Planning, Finance, Tax, Due Diligence, SEC filings, US GAAP, Financial Statements, CPA
Education
Michigan State University 1975 — 1979
BA, Accounting
Thomas Neches & Company January 2000 - Present
Loyola Law School 2003 - 2013
Simpson & Company 1991 - 1999
Coopers & Lybrand 1986 - 1990
Arthur Young & Company 1983 - 1986
The Assessment Group 1977 - 1983
Skills
Litigation, Intellectual Property, Fraud, Accounting, CPA, Forensic Accounting, Business Valuation, Statistical Data..., Expert Witness, Finance, Commercial Litigation, Corporate Law, Alternative Dispute..., Personal Injury, Criminal Law, Arbitration, Due Diligence, Bankruptcy, Trade Secrets, Patent Prosecution, Certified Fraud Examiner, Product Liability, Securities, Mergers & Acquisitions, Management, Legal Assistance, Dispute Resolution, Licensing, Valuation, Private Equity, Patent Litigation, Analysis, Trademarks, Small Business, Employment Law, Copyright Law, Restructuring, Joint Ventures, Civil Litigation, Corporate Finance, Start-ups
Education
UCLA 1978 — 1980
MS, Operations Research
UC San Diego 1972 — 1976
BA, Mathematics and Literature
BARBARA PARKERS, INC. 2003 - Present
NuuKo, Inc. March 2010 - March 2011
Steven U. Parker, Inc. January 2007 - December 2010
Fidelity National Information Services 2003 - 2007
LeadersOnline (a subsidiary of Heidrick & Struggles) March 2000 - September 2001
M.D.C. Holdings, Inc. 1996 - 1999
Occidental Petroleum Corporation 1977 - 1996
Arthur Young & Company 1971 - 1977
Skills
Financial Analysis, SOX 404, Mergers, Mergers & Acquisitions, Acquisition Integration, Management Consulting, Budgets, Due Diligence, Finance, Sarbanes-Oxley Act, Tax, Business Process..., Managerial Finance, Restructuring, Financial Reporting, Management, Strategic Planning, Accounting, SEC filings, Strategic Financial...
Education
UCLA 1967 — 1970
BA Economics, Accounting
UCSB 1966 — 1967
Business
Originate May 2010 - Present
UCLA Anderson School of Management 2006 - Present
John Wiley and Sons September 2012 - September 2013
Scheinrock Advisory Group July 1996 - August 2010
Channel M January 2009 - November 2009
GKM Newport July 2003 - December 2007
Tornado Development Company January 1998 - June 2000
Packard Bell Electronics, Inc. March 1989 - June 1996
Arthur Young & Company March 1983 - March 1989
Skills
Entrepreneurship, Strategic Consulting, Private Equity, Venture Capital, Start-ups, Strategic Planning, Marketing, Banking, Investments, Executive Management, Business Strategy, Strategy, Business Planning, Corporate Finance, Process Improvement, Negotiation, Market Research, Fundraising, Competitive Analysis, Business Development, Mergers & Acquisitions, Strategic Partnerships, Leadership, Management, Marketing Strategy, Mentoring, Product Development, Corporate Development, Angel Investing, Budgets, Management Consulting, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Project Finance, International Business, Acquisitions, Restructuring, Analytics, Funding, Investor Relations, Business Valuation, M&A experience, Equities, Product Management, Portfolio Management, Cross-functional Team..., Board of Directors, Cleantech
Education
University of Southern California 1969 — 1973
BS, business
SeatonHill Partners LLC 2010 - Present
Longhorn SCSF, LTD dba SCS/Frigette 2006 - 2009
Tatum LLC 2004 - 2006
Turfgrass America 2000 - 2004
Apple Orthodontix, Inc. 1998 - 2000
Tristar Web Graphics, Inc 1993 - 1998
Shelton Ranch Corporation 1984 - 1993
WellSource Corportation 1980 - 1984
PMI Industries, Inc. 1975 - 1980
Arthur Young & Company 1968 - 1975
Education
The University of Texas at Austin
BBA/MBA, Finance
RSM McGladrey December 2008 - Present
Gazer Kohn Maher & Company LLP January 1986 - November 2008
Klaiman Bush Hirschhorn & Company 1981 - 1985
Arthur Young & Company 1977 - 1981
Education
Villanova University
MS Taxation, Taxation
University of Pennsylvania - The Wharton School 1973 — 1977
B S in Economics, Accounting, Finance
Germantown Academy
National Restaurant Association April 2013 - Present
National Restaurant Association; Washington D.C. September 2010 - April 2013
Sport & Health Clubs April 2002 - September 2010
Host Marriott Services, Inc. 1983 - 1997
Arthur Young & Company 1980 - 1983
Skills
Strategic Planning, Budgets, Financial Analysis, Forecasting, Financial Reporting, Accounting, Start-ups, Analysis, Business Strategy, Leadership, Business Analysis, Financial Modeling, Team Building, Business Development, Managerial Finance
Education
University of Pennsylvania - The Wharton School
B.S in Economics, Accounting, Finance
Robert Stephens & Company July 1981 - Present
Comprehensive Accounting 1981 - 1989
Hubbel-RACO Division July 1978 - May 1981
Chloride Group plc 1976 - 1978
Arthur Young & Company 1973 - 1976
Skills
Finance, Strategic Planning, Financial Analysis, Tax, QuickBooks, Accounting, Auditing, GAAP, Microsoft Word, Small Business, Financial Reporting, Customer Service, Microsoft Office, Commercial Lending, Estate Planning, Budgets
Education
Indiana University—Purdue University Fort Wayne 1969 — 1972
BS, Accounting
Kathryn Marion, The Author's Doula™ 2010 - Present
Examiner.com July 2009 - Present
Real Solutions Press LLC September 2006 - Present
Education for Reality(TM) 1993 - 2006
BMRA Business Management Research Associates 1994 - 1997
Micronetics 1990 - 1993
Contel/ASC (American Satellite Company) 1986 - 1989
TRT Telecommunications 1985 - 1986
Arthur Young & Company 1984 - 1985
Skills
Editing, Proofreading, Writing, Technical Writing, Promotions, Marketing, Project Management, Publishing, Books, Newsletters, Editorial, Published Author, Blogging, Content Development, Digital Media, Training, Publications, Storytelling, Interviews, Social Networking, Proposal Writing, Public Speaking, Social Media
Education
IBI Global/CEOSpace 2007 — 2007
University of Maryland University College 1989 — 1992
MS program, Applied Management
Sweet Briar College 1980 — 1984
BA w/Distinction, Economics
Howard High 1977 — 1980
Watkins Consulting, Inc January 2010 - Present
Right Match Franchises, LLC January 2008 - December 2014
Fannie Mae July 1986 - December 2007
Fannie Mae July 1986 - December 2007
Perpetual Savings Bank 1984 - 1986
Arthur Young & Company 1977 - 1984
Skills
Accounting, Entrepreneur, P&L Management, Business Planning, Risk Management, Process Improvement, Financial Services, Strategic Planning, Financial Modeling, Business Process..., Business Analysis, Management Consulting, Managerial Finance, Executive Management, Due Diligence, Business Strategy, Finance, Forecasting, Change Management, Entrepreneurship, Financial Risk
Education
Florida State University 1973 — 1976
Bachelor of Science, Accounting
Florida State University - College of Business 1973 — 1976
B.S., Accounting
self employed July 2014 - Present
Bloomberg Government August 2012 - June 2014
Joint Committee on Taxation April 1987 - January 2012
U.S. Department of the Treasury August 1984 - April 1987
The Brookings Institution August 1983 - July 1984
Arthur Young & Company January 1979 - July 1980
Education
University of Michigan 1980 — 1984
Doctor of Philosophy (Ph.D.), Public Policy
Luxe International March 2007 - Present
San Jose Mercury News 2006 - 2007
De Anza Community College 2006 - 2007
Global Vacation Group (Formerly Classic Custom Vacations) June 1996 - January 2004
Gap, Inc. April 1991 - September 1993
Dakin, Inc. April 1985 - September 1989
Arthur Young & Company September 1981 - April 1985
Skills
Start-ups, Auditing, Finance, Payroll, Real Estate, Financial Reporting, Accounting, Mergers, Budgets, Strategic Planning, Restructuring, Business Strategy, Business Development, Process Improvement, Contract Negotiation, Financial Analysis, Strategic Financial..., Negotiation, Strategy, Leadership, New Business Development, Forecasting, Management, Mergers & Acquisitions, Analysis, Management Consulting, Project Planning, Executive Management, Financial Planning
Education
Diablo Valley College 1975 — 1978
aa, general ed
California State University Hayward
BS, accounting
BioSurplus July 2012 - Present
PPC Corporation 1991 - 2012
AutoFinance Group, Inc. 1989 - 1991
Vitalmetrics, Inc. 1983 - 1989
Hilltop Capital Corporation 1978 - 1983
IVAC Corporation 1973 - 1978
Arthur Young & Company 1969 - 1973
Education
San Diego State University-California State University
Bachelor of Science (BS), Accounting
The Shapiro Group, CPAs August 1983 - Present
Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) April 2014 - Present
Boston Private Bank & Trust Company May 2011 - Present
First Private Bank & Trust April 2008 - May 2011
UCLA Anderson School of Management January 1981 - June 1987
Arthur Young & Company September 1977 - August 1983
Price Waterhouse & Co September 1976 - September 1977
Skills
Taxation of Securites..., Estate Tax Planning, Partnership Taxation, Real Estate Transactions, Real Estate Taxation, High Net Worth..., Business and Investment..., Business Acquisition..., Complex Tax Compliance..., Corporate Taxation
Education
University of Southern California 1978 — 1981
MBT, Taxation
University of Wisconsin-Madison - School of Business 1975 — 1976
MBA, Accounting and Information Systems, Finance-Investments and Investment Banking
University of Wisconsin-Madison - School of Business 1971 — 1975
BBA, Accounting, Finance
Neddenriep & Associates, CPAs, LLC* January 2007 - Present
Neddenriep Financial January 1998 - Present
Freeman & Williams, LLP January 1992 - January 2007
Freeman & Williams January 1989 - January 1991
Stoddard, Freeman & Williams January 1986 - January 1989
Arthur Young & Company January 1984 - January 1986
Skills
Accounting, Finance, Auditing, CPA, Financial Services, Income Tax, Bookkeeping, Financial Planners, Investment Advisory, Payroll, Securities, Public Speaking, Asset Allocation, Tax
Education
Golden Gate University 1990 — 1991
Master Of Taxation
California Polytechnic State University, San Luis Obispo 1979 — 1984
Bachelor of Science in Business Administration, Accounting
Abiding Life Ministries, International July 2012 - Present
Ad Light + Sign September 2005 - July 2012
Whiz Kids Tutoring 2006 - 2007
Lutheran Family Services of Colorado 2002 - 2005
L&M Corporation dba Thomas Kinkade Galleries 1997 - 2002
Roberts, McKenzie, Mangan & Cummings, PC 1995 - 1997
Southwest Marine, Inc. 1983 - 1990
PAR Oil Company, Inc. and affiliated companies October 1978 - October 1983
Arthur Young & Company 1973 - 1978
Skills
Customer Service, Leadership, PowerPoint, Analysis, Entrepreneurship, Finance, Microsoft Word, Payroll, Team Building, Team Leadership, Training, Leadership Development, Fundraising, Account Management, Management, Microsoft Office, Sales, Strategic Planning
Education
Oklahoma City University 1970 — 1974
Bachelor's of Science, Accounting
John Marshall High School 1964 — 1967
Diploma, Math and Science
Litchfield County Commercial January 2001 - Present
The Davis Group, Inc May 1995 - December 2002
Travelers Realty Investment Company September 1980 - December 1994
Kelly & Picerne October 1978 - August 1980
Arthur Young & Company September 1976 - September 1978
Skills
Real Estate, Real Estate Transactions, Property Management, Sellers, Investment Properties
Education
Northeastern University - Graduate School of Accounting 1975 — 1976
MS, Accounting
College of the Holy Cross 1971 — 1975
BA, Economics
FDIC Contractor June 2009 - July 2015
Discovery Realty Assets August 2004 - February 2009
The Staubach Company January 2002 - August 2004
Cornell Group August 1986 - August 2001
MCC Group August 1981 - June 1986
Arthur Young & Company June 1978 - August 1981
Skills
Financial Accounting, Structured Finance, Corporate Finance, Property Management, Asset Management, Mergers, Acquisition Integration, Land Acquisition, Business Acquisition, Business Analysis, Bankruptcy, Investment Properties, Investor Relations, Real Estate Investor, Investor Reporting, Financial Management, Strategy Development, Organizational..., Process Development, Board Development, Board Relations, Change Management, Team Management, Contract Management, Real Estate Finance, Acquisitions, Asset Managment, Brokerage, Business Development, Commercial Real Estate, Disposition, Due Diligence, Finance, Financial Analysis, Leases, Loans, Location Intelligence, Management, Managerial Finance, Mergers, Real Estate, Real Estate Development, Real Estate Economics, Strategic Planning, Strategy, Valuation, Dispositions, Investments, Real Estate Transactions, Leadership
Education
New York University - Leonard N. Stern School of Business 1981 — 1981
Executive Education, Real Estate Economics
University of Texas at Dallas - Naveen Jindal School of Management 1977 — 1979
MBA, Finance and Accounting
Abilene Christian University 1974 — 1977
BA, Pre Law - History, Political Science and English, Summa Cum Laude
CTS Engines June 2014 - Present
Unitrans International Corporation March 2012 - June 2014
CBIZ MHM, LLC 2004 - March 2012
The Epoch Group, Inc May 2003 - May 2004
Envenergy, Inc. March 2001 - April 2003
The Spatz Corporation March 1989 - March 2001
Advanced Matrix Technology, Inc December 1986 - February 1989
Arthur Young & Company January 1986 - December 1986
Computer Memories June 1983 - December 1985
Computer Memories, Inc June 1983 - December 1985
Skills
Financial Management, Financial Planning, Consultancy, Account Management, Accounts Payable, Cost Accounting, Capital Budgeting, Tax Preparation, Internal Controls, Auditing, Strategic Financial..., Expert Witness Services, Forensic Accounting, IT Solutions, Litigation Support, Financial Control, Corporate Finance, Corporate Tax, Outsourcing, CFO, Outsourced CFO, Financial Audits, Managerial Finance, Start-ups, Tax, Strategy, Mergers & Acquisitions, Venture Capital, Cash Flow, Restructuring, Finance, Budgets, SEC filings, Analysis, Management Consulting, Due Diligence, Accounting, Management, Business Development, Entrepreneurship, CPA, Financial Accounting, Strategic Planning, Leadership, US GAAP, Business Valuation, GAAP, Internal Audit, Sarbanes-Oxley Act, Consolidation
Education
California Lutheran University 1990 — 1993
Master's degree, Business Administration; Human Resource Management & Computer Science
California Lutheran University 1989 — 1992
Masters of Business Administration, Human Resource Management
Babson College 1976 — 1979
B.S.B.A, Accounting/Business Law
Salvatore Albanese & Company, Certified Public Accountants 1984 - Present
Arthur Young & Company July 1977 - December 1983
Arthur Young July 1977 - October 1983
Skills
Accounting, tax, Income Tax Specialist, Quickbooks, Tax, QuickBooks, W2, Income Tax, CPA, Auditing, Estate Planning, Tax Accounting, High Net Worth..., Corporate Tax, Tax Returns, SEC filings, Financial Statements, Small Business, Forensic Accounting, Accounts Payable, Investments, Accounts Receivable, Tax Advisory, Tax Preparation, Accountants, Bookkeeping, Payroll, GAAP, Internal Controls, General Ledger, Account Reconciliation, Finance, Payroll Taxes, Fixed Assets, Preparation, US GAAP, Financial Accounting, Cash Flow, Journal Entries, Sarbanes-Oxley Act, Cost Accounting, Consolidation, Business Valuation, Variance Analysis
Education
New York Institute of Technology 1973 — 1977
BS Accounting, Accounting
Westbury High School 1970 — 1973
High School
Real McKoy Gaming LLC October 2005 - September 2015
Caesars Atlantic City June 2003 - January 2006
Atlantic City Hilton Casino Resort September 1996 - June 2003
Bally's Park Place Casino Resort March 1993 - September 1996
Resorts Paradise Island Resort and Casino May 1991 - March 1993
Arthur Young & Company 1973 - 1980
Education
Pace University 1969 — 1973
B.B.A., Public Accounting
Home Box Office Inc. December 1982 - Present
Arthur Young & Company July 1979 - November 1982
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA
Stony Brook University 1973 — 1977
BA
Honeywell International Inc. October 2014 - Present
Honeywell International Inc. December 2005 - October 2014
AlliedSignal Inc. 1979 - December 2005
Samuel Klein & Company 1977 - 1979
Arthur Young & Company 1973 - 1977
Skills
Sarbanes-Oxley Act, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Accounting, Financial Audits, Process Improvement, Sarbanes-Oxley
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 1968 — 1972
BA, Economics
at&t January 1997 - December 2013
AT&T January 1991 - January 1997
AT&T September 1986 - January 1991
Genstar Corporation March 1983 - June 1986
Genstar Corporation 1984 - 1986
Arthur Young & Company 1981 - 1982
Coopers & Lybrand 1980 - 1981
National Labor Relations Board 1976 - 1978
Internal Revenue Service 1974 - 1976
Skills
Analysis, Business Development, Business Process..., Competitive Analysis, Editing, Mobile Technology, Process Improvement, Product Management, Public Relations, Public Speaking, Publishing, Start-ups, Strategic Partnerships, Strategy, Telecommunications, Auditing, Project Management, Microsoft Office, Financial Analysis
Education
UCLA Anderson School of Management 1978 — 1980
M.B.A., Accounting - Information Systems
University of California, Berkeley 1968 — 1973
B.A., Political Science
KPMG US October 2010 - Present
KPMG Canada April 2000 - September 2010
KPMG US November 1996 - April 2000
Antares Alliance Group July 1994 - November 1996
Self-Employed August 1992 - July 1994
Beazer USA, Inc. January 1989 - August 1992
Beazer USA, Inc. August 1986 - December 1988
Arthur Young & Company June 1980 - July 1986
Education
Indiana University Bloomington
Bachelor’s Degree, Accounting, High Distinction
Kent A. Rozycki, PLLC August 1999 - Present
Regional CPA firm November 1987 - August 1999
local law firm November 1983 - November 1987
Arthur Young & Company June 1974 - September 1976
Skills
Tax, Estate Planning, Mediation, Civil Litigation, Litigation, Auditing, CPA, Tax Law, Licensing, Wills, Corporate Law, Property Law, Trusts, Business Transactions, Commercial Litigation, LLC, Trial Practice, Legal Research, Legal Writing, Courts
Education
Thomas M. Cooley Law School 1979 — 1981
Juris Doctor, Cum Laude, Law, of course
Michigan State University 1970 — 1974
Bachelor of Arts (B.A.), Accounting
Make-A-Wish Utah September 2013 - Present
Great Basin College Foundation June 2002 - September 2013
Arthur Young & Company 1978 - 1982
Skills
Budgets, Microsoft Excel, PowerPoint, Microsoft Office, General Ledger, Financial Reporting, Account Reconciliation, Accounting, Financial Accounting, Internal Controls, CPA
Education
University of Oklahoma 1975 — 1978
Bachelor of Business Administration, Accounting
H and E Enterprises April 2007 - Present
onPeak LLC (formerly Travel Technology Group, LTD.) June 1984 - October 2014
DB Enterprises June 1982 - September 2003
Mediatech, Inc. May 1981 - July 1997
McDonald's January 1975 - April 1981
Arthur Young & Company July 1971 - December 1974
United States Marine Corps May 1962 - September 1966
Skills
Event Management, Sponsorship, Meeting Planning, Event Planning, Corporate Events, New Business Development, Marketing Strategy, Integrated Marketing, Account Management, Email Marketing, Marketing Communications, Budgets, Proposal Writing, Social Media, Marketing, Forecasting, Contract Negotiation, Public Relations, Social Media Marketing
Education
AICPA 1976 — 1976
Certified Public Accountant, certification
Loyola University of Chicago 1968 — 1971
Bachelor of Business Administration
MCM Management Corporation February 2007 - January 2015
KenSa LLC November 2005 - February 2007
U.S. Manufacturing January 2004 - November 2005
Automotive prototype manufacturer, service firm and real estate developer 1998 - 2004
The Taubman Company 1990 - 1998
DeMattia Group 1988 - 1990
Arthur Young & Company 1985 - 1988
Skills
Financial Reporting, Cash Management, Accounting, Budgeting, Forecasting, Financial Projection, Financial Analysis, General Ledger, Microsoft Excel, Microsoft Word, Internal Controls, Financial Audits, Process Improvement, Finance, CPA, Cash Flow, Leadership, Management
Education
Michigan State University 1981 — 1985
Bachelor's Degree, Accounting
Texas Mutual Insurance Company July 2003 - Present
Senior Quality Lifestyle Corporation (SQLC) May 2013 - Present
Sendero Health Plans May 2012 - July 2013
Texas Workers' Compensation Commission October 2001 - June 2003
Cap Gemini Ernst & Young July 1999 - September 2001
Oracle June 1995 - July 1999
Teacher Retirement System of Texas June 1993 - June 1995
Texas State Treasury January 1991 - June 1993
Coopers & Lybrand 1987 - 1991
Arthur Young & Company 1979 - 1987
Skills
Insurance, Corporate Governance, Strategic Planning, Workers Compensation, Property & Casualty..., Accounting, Compliance, Financial Mgmt, Treasury Management, Management Consulting, Reinsurance, Internal Controls, Risk Management, Enterprise Risk..., Mergers & Acquisitions, Claim, Executive Management, Financial Analysis, Process Improvement, Commercial Insurance, Management, Financial Reporting, Auditing, Casualty, Liability, Financial Risk, Claims Management, Finance, Sarbanes-Oxley Act
Education
The University of Texas at Austin
BBA, Accounting, Economics, MIS
Texas Tech University
Business
Cuero High School
Austin Associates, LLC July 2013 - Present
Gerry Smith & Assoc., L.L.C November 2008 - Present
WebBank May 2005 - October 2008
EAST VALLEY COMMUNITY BANK August 2001 - May 2005
Capitol Bancorp 1998 - 2001
SIGNATURE BANK December 1995 - October 1998
First of America Bank Corporation May 1994 - December 1995
FIRST OF AMERICA BANK CORPORATION December 1990 - May 1994
Arthur Young & Company January 1980 - January 1982
Skills
Interim Management, Business Plan..., Regulatory Requirements, Business Planning, Mergers, Executive Management, Due Diligence, Loans, Process Improvement, Liquidity Management, Debt Restructuring, Microsoft Excel, Mergers & Acquisitions, Business Development, Investments, Banking, Risk Management, Leadership, Recruiting, Strategic Planning, Portfolio Management, Accounting, Financial Services, Management, Start-ups, Credit, Auditing, Investment Banking, Strategy, Managerial Finance, Financial Analysis, Financial Modeling, Funding, Financial Accounting, Private Equity, Corporate Finance, Cash Management, Financial Risk, Credit Analysis, Commercial Lending, Valuation, Capital Markets, Business Valuation, Treasury Management, Credit Risk, Commercial Banking, Asset Based Lending, Financial Structuring, Restructuring, Financial Institutions
Education
Bowling Green State University 1977 — 1980
BSBA, Accounting
Bowling Green State University 1976 — 1980
B.S. Business Administration, Accounting major
Harshman & Company, LLC July 2014 - Present
Harshman Phillips & Company, LLC July 1992 - June 2014
Ernst & Young October 1989 - June 1991
Arthur Young & Company January 1974 - September 1989
Skills
QuickBooks, CPA, Tax, Financial Analysis, Mergers & Acquisitions, GAAP, Budgets, Corporate Tax, Income Tax, Financial Reporting, Small Business, Tax Returns, Fixed Assets, Accounting, Management, IRS, International Tax, Tax Preparation, Tax Accounting, Tax Research, Forensic Accounting, Partnership Taxation, Peachtree
Education
The University of Texas at Austin 1971 — 1974
BA, History
Dartmouth College 1963 — 1967
Aurora EDI Alliance January 2011 - Present
NEMUG 2007 - Present
Providence College 2006 - Present
Liaison Technologies 2005 - Present
RI College 2001 - Present
GXS 2000 - Present
Aurora Technologies/EDI Support, Inc. 1995 - Present
Enthusiast Publications, LLC January 1990 - Present
Daly & Wolcott, Inc. 1982 - 1995
Arthur Young & Company 1977 - 1982
Skills
Integration, ERP, E-commerce, B2B, EDI, Enterprise Software, Business Intelligence, IT Management, Strategy, Software Development, SDLC, XML, Business Process, Strategic Planning, Business Analysis, Leadership, Requirements Analysis, Program Management, IBM iSeries, Cloud Computing, Project Management, Solution Selling, SaaS
Education
University of Rhode Island - College of Business Administration 1974 — 1977
MBA, Management Information Systems
Elmira College 1970 — 1974
B.A., Computer Science and Economics
Greenwald & Strongin PC January 1997 - Present
Rosenman & Colin LLP (N/K/A Katten Muchin Rosenman LLP) April 1993 - January 1997
Miller Singer Raives & Brandes P.C. April 1987 - April 1993
Arthur Young & Company September 1985 - April 1987
Skills
Mergers, Corporate Law, Real Estate, Real Estate Transactions, Leases, Commercial Real Estate, Business Transactions, Mergers & Acquisitions, Loans, Legal Research, Construction Law, Licensing, Trusts, Appeals, Arbitration
Education
Albany Law School of Union University 1982 — 1985
Juris Doctor, Law
Isenberg School of Management, UMass Amherst 1978 — 1982
BBA, Accounting
New Rochelle High School 1975 — 1978
Partnership for Public Service May 2005 - Present
U.S. Government Accountability Office (GAO) 1982 - 2005
Birch & Davis Associates 1980 - 1982
Arthur Young & Company 1972 - 1980
Skills
Project Design &..., Program Evaluation, Training & Development, Non-profits, Legislative Relations, Strategic Communications, Employee Training, Politics, Program Management, Public Policy, Public Administration, Political Science, Nonprofits, International Relations, Leadership Development, Event Planning, Volunteer Management, Grants, Foreign Policy, International..., Economic Development
Education
American University
MA, Sociology
Duke University
BA, Liberal Arts
Maurides Foley Tabangay & Turner LLC December 1998 - Present
Arthur Young & Company 1973 - 1976
Skills
Commercial Litigation, Litigation, Real Estate, Due Diligence, Corporate Law, zoning and land use, Civil Litigation, Estate Planning, Land Use, Zoning, Personal Injury, Employment Law, Real Estate Transactions, Family Law, Legal Research, Torts, Trial Practice, Appeals, Construction Law, Hearings, Domestic Relations, Public Liability, Arbitration, Business Formation, Commercial Real Estate, Private Equity, Mediation, Wills, Prenuptial Agreements, Courts, Alternative Dispute..., Title Insurance, Collaborative Law, Dispute Resolution, Trusts, Guardianship, Powers of Attorney, Class Actions, Trade Secrets, Breach Of Contract, Product Liability
Education
DePaul University College of Law 1976 — 1979
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1969 — 1973
B.S., Accounting
MorphoTrust ™ USA July 2009 - Present
L-1 Identity Solutions June 2008 - September 2011
IBM February 2008 - June 2008
Hewlett-Packard May 2007 - February 2008
Hewlett-Packard November 1997 - May 2007
Prolin Software May 1997 - November 1997
Bankers Trust Company March 1989 - May 1997
Arthur Young & Company May 1983 - March 1989
Skills
Cloud Computing, Enterprise Software, Business Development, SaaS, Solution Selling, ITIL, IT Operations, Enterprise Architecture, IT Strategy, IT Service Management, CRM, Pre-sales, Management, Professional Services, Solution Architecture, Strategic Partnerships, Strategy
Education
Columbia University 1991 — 1993
MBA, Production/Operations Mgmt
Dartmouth College 1982 — 1986
Shawnee Mission East
PNC September 2011 - Present
Equifax March 2010 - September 2011
CGI July 2009 - March 2010
Nomis Solutions April 2008 - May 2009
National City Corporation December 2005 - April 2008
Intelligent Results March 2004 - December 2005
AMS November 1987 - March 2004
Coopers & Lybrand September 1986 - November 1987
Arthur Young & Company September 1984 - September 1986
American Express June 1983 - December 1983
Skills
Predictive Analytics, Business Intelligence, Business Analytics, Analytics, Predictive Modeling, Business Analysis, SDLC, SAS, Financial Risk, SQL, Data Mining, Project Planning, Management, CRM, Product Development, Analysis, Business Process..., Segmentation, Business Strategy, Strategic Planning, Professional Services, Financial Services, Strategy, IT Strategy, Management Consulting, Pricing
Education
Columbia University in the City of New York 1980 — 1984
BS, Industrial Engineering
Warberg Asset Management January 2009 - Present
Crestview Capital Partners August 2007 - June 2012
IMC September 1993 - August 2006
Midwest Palliative & Hospice CareCenter February 2004 - June 2006
Midwest CareCenter 2004 - 2006
Mcdonalds 2004 - 2006
IMC Global 1983 - 1996
Arthur Young (Ernst & Young) 1974 - 1983
Arthur Young & Company 1974 - 1983
Education
University of Denver 1971 — 1974
BSBA, Accounting
THE GROVE AT HARBOR HILLS April 2007 - Present
Skadden Arps Slate Meagher & Flom February 1987 - July 2002
Scholastic Inc. April 1976 - June 1982
Arthur Young & Company February 1967 - July 1976
Seabrook Farms Company November 1957 - February 1967
Education
Rutgers University-New Brunswick 1967 — 1975
Clearwater Marine Aquarium February 2006 - Present
Ironman December 1989 - April 1998
Arthur Young & Company January 1985 - December 1986
Skills
Non-profits, Social Media Marketing, Public Speaking, Public Relations, Leadership, Social Media, Copywriting, Strategic Planning, Marketing Communications, Advertising, Editing, Photography, Fundraising, Event Planning, Marketing
Education
University of Nebraska at Omaha 1980 — 1985
Business Degree, Accounting
Terrace Resources LLC September 2010 - Present
The Newport Group 1973 - 2011
INCAP 1984 - 1986
Arthur Young & Company 1968 - 1973
Education
Northwestern University - Kellogg School of Management 1968 — 1969
post graduate work in Accounting and Finance
University of Washington 1966 — 1968
MBA
University of Oregon 1961 — 1965
Bachelor of Arts, English
Jesuit High School in Portland, Oregon 1957 — 1961
High School, College Prep, Top 5% of graduating class of 91 boys
Kenny Nachwalter PA March 2010 - Present
Genovese Joblove & Battista, P.A. 2008 - 2010
Ocean Title and Escrow Company March 2000 - March 2008
Consumer Research Services January 1983 - January 2000
VNU 1983 - 2000
Cafe Casablanca 1996 - 1999
Arthur Young & Company 1980 - 1984
Burger King Corporation 1976 - 1980
Education
Florida International University 1978 — 1980
CADENCE SCIENCE, INC.(FORMERLY POPPER & SONS) April 2008 - October 2008
TOREX RETAIL AMERICA November 2003 - November 2007
EXCELLENCE, LLC November 2000 - November 2003
METALOR USA REFINING COMPANY June 1999 - November 2000
LEAVENS AWARDS CO., INC October 1989 - May 1999
LEACH & GARNER METALS, INC May 1986 - December 1988
LeBow Industries, Ltd October 1984 - May 1986
Textron September 1983 - September 1984
ARTHUR YOUNG & COMPANY January 1981 - September 1983
Education
DATA
B.S, Business Administration
Tiverton High School 1970 — 1973
University of Rhode Island
University of Rhode Island
Marrs, Sevier & Co January 2000 - Present
Van Schaack & Company June 1978 - August 1988
Arthur Young & Company June 1971 - May 1978
Skills
Tax, GAAP, Financial Reporting, Accounting, QuickBooks, Income Tax, CPA, Partnership Taxation, Corporate Tax, S Corporations, Internal Controls, US GAAP, Financial Accounting, Microsoft Office, Financial Statements
Education
Regis University 1968 — 1971
Bachelor of Science (B.S.), Accounting
Precinct Insights, LLC Director, Information TechnologyChicago BearsMarch 1984 - November 2000
Forge Innovations 1983 - 1984
Arthur Young & Company 1981 - 1983
Education
Indiana University - Kelley School of Business
MBA, Quantitative Business Analysis, Finance, MIS
Points of Light, Inc. September 2010 - Present
Sirius XM Radio, Inc. March 2008 - December 2009
FUJIFILM USA, Inc. January 1995 - September 2007
FUJIFILM USA, Inc. January 1993 - January 1995
FUJIFILM USA, Inc. April 1986 - January 1993
North American Philips Corporation February 1982 - April 1986
North American Philips Corporation April 1978 - January 1982
Arthur Young & Company September 1973 - March 1978
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Professional Accounting
Rutgers University-New Brunswick 1968 — 1972
BA, Business Administration
Arroyo Seco Associates, Inc. November 1991 - Present
San Gabriel Valley Council of Governments 1995 - 2012
Arthur Young & Company January 1980 - November 1991
City of Bev November 1978 - December 1980
City of Burbank August 1975 - October 1977
Skills
Strategic Planning, Local Government, Government, Public Policy, Grant Writing, Management, Community Outreach, Business Development, Politics, Policy Analysis, Land Use Planning, Financial Analysis, Project Management, Consulting, Privatization, New Business Development, Governmental Affairs, Operations Management, Business Process, Federal Government..., State & Local..., Enviromental, Transportation Studies, Public Sector, Business Process..., Corporate Social..., Government Advocacy, Government Contracting, Public Administration, Operations Audit, Grant Preparation, Government S, Stakeholder Management, Law Enforcement..., Utilities Management, Homeland Security, Homelessness, Public Education, Small Business, Not for Profit Managment, Proposal Writing, Bu, Government Business..., Stakeholder Engagement, Feasibility Studies, Energy Efficiency, Public Safety, Education, Organizational..., Policy
Education
University of Delaware
Bachelor of Arts (BA), History/Political Science, 3.45
University of Southern California
Masters of Public Administration (MPA), Public Finance, 3.7
IAABO Board #33 2010 - Present
Rutgers Business School July 2009 - Present
Rutgers University/Long Island University September 1998 - Present
The National Association of Black Accountants, Inc. 1976 - Present
Rockefeller Philanthropy Advisors, Inc. May 2004 - January 2009
Prudential Financial December 1997 - April 2004
NYS Board for Public Accountancy October 1994 - December 1997
Bell Communications Research ("Bellcore") December 1983 - April 1994
New York State Urban Development Corp (now Empire State Dev Corp) September 1979 - April 1983
Arthur Young & Company 1975 - 1979
Skills
Non-profits, Strategic Planning, Financial Reporting, Research, Due Diligence, Financial Analysis, Auditing, Microsoft Excel, Fundraising, PowerPoint, Budget, Team Building, Public Speaking, Accounting, Access, Analysis, Budgets, Cost Accounting, Customer Service, Data Analysis, Financial Accounting, Leadership, Management Consulting, Microsoft Word, Nonprofits
Education
Pace University - Lubin School of Business 1971 — 1980
BBA/MBA, Public accounting / Executive management
Brooklyn Technical High School 1967 — 1971
None
Avar Consulting, Inc April 2013 - Present
Federal Health and Human Services Contracting Organizations 2010 - Present
The Washington Diplomat March 1996 - Present
Kauffman & Associates, Inc April 2009 - March 2012
ESI (Educational Services, Inc.) January 2004 - April 2009
UIS 2001 - 2004
Constella Group 1998 - 2004
Eagle Design & Management, Inc. 1992 - 1998
Biospherics, Inc 1990 - 1993
Arthur Young & Company 1980 - 1985
Skills
Strategic Planning, New Business Development, Market Research, Program Management, Research, Analysis, Marketing, Social Media, Project Management, Contract Negotiation, Business Development, Social Marketing, Proposal Management, Proposal Writing, Clearinghouse Management, Customer Engagement, Customer Acquisition, Customer Satisfaction, Budgets, Government, Business Development..., Health Communications, Press Releases, Health Communication, Nonprofits, Editing, Marketing Communications, Media Relations, Social Media Marketing, Strategic Communications, Event Planning, Event Management, Grant Writing, Advertising, Public Relations, Public Speaking, Social Networking, Public Policy, Policy Analysis, Fundraising, Grants, Marketing Strategy, Copy Editing, Qualitative Research, Community Development, Newsletters, Digital Marketing, Program Evaluation, Program Development, Leadership Development
Education
State University of New York College at Buffalo 1985 — 1989
MA, Anthropology
Goucher College 1977 — 1980
BA, Biology
Syracuse University 1976 — 1977
Biology
St. Agnes Episcopal School
USDA Grad School Landscape Design Class
1221 Enterprises April 2014 - Present
Warden Associates, Inc. April 1989 - May 2014
360 Solutions February 2013 - April 2014
Arthur Young & Company January 1984 - March 1989
US Department of Navy November 1979 - January 1984
Skills
Strategic Planning, Program Management, Organizational..., Process Improvement, Management Consulting, Budgeting, Contract Management, Change Management, Customer Relations, Process Engineering, Analysis, Six Sigma, Word, Financial Analysis, Writing, Marketing Communications, Editing, Team Building, Operations Management, Business Strategy, Planning, Problem Solving, Negotiation, Leadership Development, Logistics, Customer Service, Public Speaking, Business Planning, Coaching, Team Leadership, Risk Management, Research, Marketing Strategy, Administration, PowerPoint, Mentoring
Education
California Tortilla Owner/Management Program 2014 — 2014
Christopher Newport University 1976 — 1979
Bachelor of Science (BS), Business Administration, concentration in economics
Avita Business Services 2008 — 2009
Six Sigma Black Belt Certification
Foodmaker, Inc. 1979 — 1979
Restaurant Management Trainee Program Graduate Certificate
Professional Training Courses, Seminars and Conferences 1979 — 2013
Over 4,000 hours, Acquisition, Transformation, Leadership
US Navy Financial Intern Program 1979 — 1981
Graduate Certificate
Henson & Company, CPA's, Inc. March 1989 - Present
Time Warner Cable 2003 - 2007
Pasadena Junior Chamber of Commerce 1996 - 1996
Arthur Young & Company 1983 - 1989
Ernst & Young 1983 - 1989
Skills
Project Management, Start-ups, Finance, Tax, Corporate Tax, Strategic Planning, Public Speaking, Leadership Development, Income Tax, Management Consulting, Entrepreneurship, Social Media, Event Planning, Budgets, Accounting, Business Strategy, CPA, Data Analysis, Leadership, Financial Analysis, Management, Real Estate, Small Business, Strategy, Auditing
Education
University of Southern California - Marshall School of Business 1981 — 1983
Bachelor of Science (BS), Accounting
Pasadena City College 1979 — 1981
Alhambra High School 1975 — 1979
DRM Group LLC June 2010 - Present
Fred F. French Investing LLC 1991 - June 2010
Bohbot Communications March 1988 - July 1991
Fred F. French Realty Corp. 1983 - 1988
General Occidental 1982 - 1983
Arthur Young & Company June 1981 - March 1982
Skills
Due Diligence, Private Equity, Accounting, Investments, Risk Management, Financial Modeling, Strategic Financial..., Business Planning, Alternative Investments, Tax, Strategic Planning, Hedge Funds, Financial Planning, Investment Banking, Equities, Wealth Management, Asset Management
Education
Boston University 2007 — 2008
Certificate, Financial Planning
Pace University - Lubin School of Business 1977 — 1981
BBA / MBA, Accounting
Bruce Frazey Consulting 1995 - Present
Rich Roffman Radio Show 2007 - 2008
Florida Atlantic University August 1998 - December 2007
KC Masterpiece Barbecue & Grill 2002 - 2005
Applebee's Franchisee 1998 - 2002
US/Latin Trade Magazine 1992 - 1996
Arthur Young & Company 1987 - 1990
Frazey, Wix & Vetter, PA 1980 - 1987
Regan & McGannon 1979 - 1984
Skills
Mergers, Cash Flow, Mergers & Acquisitions, Start-ups, Management, Financial Accounting, Tax, Leadership, Entrepreneurship, Accounting, Budgets, Forecasting, Business Planning, Due Diligence, Marketing, Small Business, Finance, Human Resources, Sales, Negotiation, Consulting, Nonprofits, Employee Benefits, Financial Analysis, SEC filings, CPA, Executive Management, Insurance, Financial Reporting, Strategic Financial..., Analysis, Investments, Income Tax, Management Consulting, Real Estate, Auditing, Strategic Planning, Tax Accounting, Financial Statements
Education
University of Kansas - Graduate School of Business 1974 — 1977
MS, Accounting
University of Kansas School of Law 1974 — 1977
JD
The University of Kansas 1969 — 1974
BS, Accounting
Hill City High School
Halla Marlowe Coutant & Company 1988 - Present
Invequest, Inc. November 1984 - January 1988
Arthur Young & Company May 1982 - November 1984
Skills
Family Partnerships, Medical Practice ..., Estate Admnistration, Estate tax compliance
Education
University of North Texas 1976 — 1982
Bachelor of Business Administration (BBA) Finance; Master of Science, Accounting/Taxation
MM Financial Advisors, Inc. January 2011 - Present
ECI Investment Advisors, Inc. January 2001 - Present
Equity Office Properties September 1996 - December 2000
Equity Capital Holdings, LLC September 1995 - December 2000
Equity Hotel Properties October 1993 - February 1998
Equity Assets Management December 1992 - October 1993
Equity Properties & Development Company June 1990 - October 1992
The Bleitz Organization November 1988 - June 1990
Royal LePage April 1985 - November 1988
Arthur Young & Company June 1981 - April 1985
Skills
Property Management, Contract Negotiation, Real Estate, Leases, Disposition, Asset Managment, Parking, Mergers, Commercial Real Estate, Strategic Planning, Negotiation, Asset Management, Operations Management, Team Building, Management, Finance, Retail, Cash Flow, Selling, Facilities Management, Business Development, Hotels, Mergers & Acquisitions, Residential Homes, Construction, Portfolio Management, Feasibility Studies, Real Estate Development, Real Estate Financing, Investors, Shopping Centers, Apartments, Corporate Real Estate, Location Intelligence, Leadership, Valuation, Contract Management, Property, Landlords, Financial Reporting, Tenant, Lease Negotiations, Brokerage, Entitlements, Lease Administration, Investment Properties, Underwriting, New Business Development, Real Estate Economics, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Bachelor's degree, Accountancy
Fremd High School 1969 — 1973
Aldridge Electric March 2013 - Present
Kenny Construction Company August 2009 - March 2013
Jefferson Wells 2008 - 2009
S.J. Louis Construction, Inc. 2006 - 2007
Michels Corporation 1994 - 2006
Universal Foods Corporation 1988 - 1994
Arthur Young & Company 1984 - 1988
Education
Marquette University
MBA
University of Wisconsin-Oshkosh
BA, Accounting
Electro Rent Corporation March 2010 - Present
Bank of America April 2009 - April 2010
Countrywide Financial Corporation March 2007 - April 2009
Dole Food Company March 2000 - March 2007
Washington Mutual, Inc. July 1995 - February 2000
Lockheed Martin 1987 - 1995
Arthur Young & Company 1982 - 1985
Arthur Andersen & Co. July 1977 - December 1982
Education
University of Southern California - Marshall School of Business 1983 — 1989
Masters in Business Taxation
California State University-Los Angeles 1975 — 1975
BS - Business, Accounting
Marden-Kane, Inc. 1985 - Present
Grey Advertising April 1982 - June 1985
Arthur Young & Company 1977 - 1982
Skills
Analytics, Social Media Marketing, Digital Media, Digital Marketing, Social Media, Online Advertising, Marketing, Marketing Strategy, Digital Strategy, Marketing Communications, Social Networking, Product Marketing, Facebook, FMCG, Public Speaking, Web Analytics, Project Management, Social Media Measurement, Competitive Analysis, Microsoft Office, Integrated Marketing, Advertising, Accounting, Email Marketing, Online Marketing, Management
Education
University at Albany, SUNY 1973 — 1977
BS, Accounting
University of Oklahoma July 1998 - Present
University of Arkansas 1985 - 1998
Arthur Young & Company 1979 - 1982
Skills
Data Analysis, Higher Education, Strategic Planning, Operations Research, Research, Program Management, Science, University Teaching, Fundraising, Matlab, Teaching, Statistics, Engineering, Management Consulting, Project Planning, Public Speaking, Organizational...
Education
Texas Tech University 1983 — 1985
Doctor of Philosophy (PhD), Industrial Engineering
Texas Tech University 1968 — 1972
Bachelor of Science (BS), Industrial Engineering
Thom Mastrelli February 2012 - Present
The Nielsen Company May 2006 - January 2012
VNU 2002 - 2005
VNU 1998 - 2002
Leslie Sufrin and Company November 1980 - April 1998
Arthur Young & Company September 1969 - October 1980
Skills
Strategic Partnerships, Market Research, Corporate Development, Strategy, Mergers & Acquisitions, Management, Acquisition Integration, Start-ups, Valuation, Management Consulting, Negotiation, New Business Development, Mergers, Due Diligence, Entrepreneurship, Analytics, Joint Ventures, Investments, Competitive Analysis, Executive Management, Business Strategy, Divestitures, Acquisitions, Restructuring, Venture Capital, Financial Modeling, Corporate Finance, M&A experience, Private Equity, Business Planning
Education
Fordham Gabelli School of Business 1971 — 1972
MBA, Management
Pace University - Lubin School of Business 1965 — 1969
BBA, Accounting
Self - Employed July 2009 - Present
Fresh Artists March 2013 - July 2013
Chestnut Hill Academy 1995 - 2009
Drexel University 1984 - 1994
Systems & Computer Technology, Inc 1982 - 1984
Arthur Young & Company 1977 - 1982
Arthur Young & Co 1977 - 1982
Skills
Leadership, Strategic Planning, Risk Management, Training, Budgets, Non-profits, Managerial Finance, Nonprofits, Management, Marketing, Project Planning, Fundraising, Team Building, Finance, Coaching, Community Outreach, Teaching, Staff Development, Human Resources, Public Speaking, Event Planning, Volunteer Management, Accounting, Grant Writing, Project Management, Organizational..., Leadership Development, Event Management, Public Relations, Program Management, Policy, Social Media, Grants, Program Development, Business Planning, Higher Education, Curriculum Development, Strategy, Editing, Curriculum Design, Management Consulting, Analysis, Data Analysis, Educational Leadership, Board Development, Technology Integration, Financial Modeling, Workshop Facilitation, Research, Microsoft Office
Education
Bucknell University 1973 — 1977
BSBA, Business & Accounting
Schuyler, Roche & Crisham, PC 1997 - Present
Schiele Graphics 1996 - 1996
Clayton Brown & Associates, Inc. 1987 - 1995
Arthur Young & Company 1985 - 1987
Skills
Corporate Governance, Cash Management, Budgets, External Audit, Financial Statements, Accounting, Tax Returns, Payroll, Accounts Payable, Spreadsheets, Internal Controls, Insurance, Cost Accounting, Financial Reporting, GAAP, Tax, Financial Analysis, Auditing, Corporate Finance, Due Diligence, Consolidation, Financial Audits, Variance Analysis, Cash Flow
Education
DePaul University 1984 — 1985
Master of Accountancy, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1985
Master of Science in Accounting
DePaul University 1980 — 1984
Bachelor of Science in Commerce, with Honor, Accounting
Traders Point Christian Academy November 2006 - Present
Traders Point Christian Academy June 2001 - November 2006
Kanzler & Associates, CPA's January 2001 - August 2006
Rider, Kanzler & Kenley CPA's January 1988 - May 2000
Indianapolis Children's Choir May 1990 - March 2000
Indiana National Bank March 1985 - January 1988
Arthur Young & Company June 1982 - March 1985
Skills
Strategic Planning, Management, Training, Budgets, Public Speaking, Business Analysis, Nonprofits, Finance, Event Planning, Customer Service, Leadership, Analysis, Team Building, Fundraising, Leadership Development, Community Outreach, Marketing, Event Management, Communication
Education
Ball State University - College of Business 1978 — 1982
BS, Accounting and Management Information Systems
AMREP Corporation December 2006 - Present
Atlantic City Hilton Casino Hotel Resort December 2000 - August 2005
Bally's Park Place Casino Resort December 1995 - December 2000
Prince Sports Group 1987 - 1993
Arthur Young & Company August 1980 - December 1987
Skills
General Ledger, Contract Negotiation, Internal Controls, Financial Analysis, Financial Reporting, Accounting, Budgets, Strategic Planning, Forecasting, Auditing
Education
Lehigh University 1976 — 1980
BS, Accounting
KPMG May 2014 - Present
KPMG June 2012 - Present
KPMG LLP June 2010 - September 2012
KPMG LLP June 2005 - June 2010
KPMG LLP June 2001 - June 2005
KPMG LLP June 1998 - June 2001
Sutherland Asbill & Brennan LLP June 1991 - June 1998
Arthur Young & Company June 1985 - August 1988
Skills
Corporate Tax, Tax, Income Tax, State Tax, Tax Research, US Tax, International Tax, Tax Advisory, Indirect Taxation, Tax Accounting, Use Tax, Franchise Tax, Tax Law, VAT, Property Tax, Transfer Pricing, GST, FAS 5, Sales & Use Tax
Education
Georgetown University Law Center 1988 — 1991
Doctor of Law (J.D.)
Confer Technologies, Inc. 2014 - Present
Airvana Network Solutions Inc. 2000 - 2013
Indus River Networks, Inc. 1998 - 2000
Stratus Computer, Inc. 1983 - 1998
Arthur Young & Company 1979 - 1983
Skills
Mergers, Telecommunications, Wireless, Start-ups, Finance, Management, Executive Management, Strategy, Business Strategy, Strategic Partnerships, Enterprise Software, Revenue Recognition, Venture Capital, Financial Modeling, Mobile Devices, Cross-functional Team..., Go-to-market Strategy, Product Management
Education
University of Notre Dame 1975 — 1979
B.B.A. Accounting
Babson Capital Management October 1988 - Present
North American Investment Corp. September 1986 - October 1988
Arthur Young & Company July 1984 - September 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Accounting and Finance
Brandeis University 1978 — 1982
Bachelor of Science (BS), Economics
JPF,LTD May 1993 - Present
JMB Institutional Realty Corporation September 1989 - May 1993
Arthur Young & Company September 1984 - September 1989
Skills
Finance, Tax, Auditing, Accounting, Estate Planning, Due Diligence, Corporate Tax, Strategic Financial..., Corporate Finance, Consolidation, Financial Reporting, Tax Returns, Project Planning, Financial Analysis, Income Tax, Sarbanes-Oxley Act, GAAP, Financial Advisory, Portfolio Management, Risk Management, QuickBooks, Financial Modeling, Revenue Recognition, Financial Planning, Forensic Accounting, Partnership Taxation, Cash Management, Investments, Private Equity, Valuation, Budgets, Mergers & Acquisitions, Forecasting, Business Planning, Management Consulting
Education
Marquette University 1980 — 1984
Bachlor of Science, Accounting and Finance
University of Illinois at Urbana-Champaign
CERTIFIED PUBLIC ACCOUNTANT, AUDIT AND TAX
Spectrum Instruments, Inc. January 2001 - Present
Magellan Systems Corporation 1989 - 2000
Magellan 1989 - 2000
Ernst & Young 1979 - 1989
Arthur Young & Company 1979 - 1989
Education
California State University-Fullerton 1975 — 1981
B.A., M.B.A., Business Administration, Finance
Gamma Technologies June 2015 - Present
Gamma Technologies, Inc March 2012 - Present
Gamma Technologies, Inc. March 2005 - March 2012
Various Medical Practices 1987 - 2008
Wolf & Company, P.C. (now BKD) 2001 - 2005
Credit Lyonnais January 1984 - September 1987
Arthur Young & Company 1981 - 1984
Skills
Finance, Accounting, Budgets, CPA, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Microsoft Excel
Education
DePaul University
BS, Accountancy
JPMorgan Chase Bank, N.A. June 2010 - Present
Minnesota Financial Resources/SII Investments LLC 2007 - 2010
John Hancock Life Insurance 2004 - 2007
Soltesz Services, Lucinda G Soltesz, owner 1988 - 2006
Arthur Young & Company 1986 - 1988
Key Bank (Society National Bank) 1983 - 1986
Education
Lake Erie College 1981 — 1984
Bachelor of Science, Finance
Oracle Corp. 1993 - 1999
TSC 1987 - 1992
Arthur Young & Company 1986 - 1987
Education
University of Arkansas at Fayetteville 1961 — 1965
BSEE, Electrical Engineering
American Graduate School of Business - Master of International Business Administration Program 1980 — 1983
Masters, International Business
Southwest Chapter of the ESOP Assocaition 2010 - Present
Austin Industries, Inc. 1975 - 2010
Arthur Young & Company 1971 - 1975
Skills
Financial Reporting, Performance Management, Human Resources, Risk Management, Financial Analysis, Leadership, Project Management, Project Planning, ESOP, Finance, Construction Accounting, Accounting, Forecasting, Business Development
Education
Southern Methodist University - Cox School of Business 1985 — 1986
MBA, Executive MBA
University of North Texas 1965 — 1970
Bachelor of Business Administration (B.B.A.), Accounting
Dennis A. Pearson, CPA 1986 - Present
Deloitte &Touche 1984 - 1986
Nucorp, Inc. 1977 - 1984
Arthur Young & Company 1974 - 1977
Education
California State University-Long Beach 1970 — 1974
BS, Accounting and Finance
Breard & Associates, Inc. 2003 - Present
Andrew A. Prentiss, C.P.A. 1995 - Present
Dames & Moore, Inc. 1978 - 1995
Arthur Young & Company 1974 - 1978
Education
California State University Northridge 1971 — 1973
BS, Accounting
University of Colorado at Boulder
GDF SUEZ Energy North America February 1999 - Present
Cooper Industries, Inc. January 1997 - January 1999
The Cooper Companies 1991 - 1997
Pacific Telesis Corporation 1988 - 1989
Arthur Young & Company 1983 - 1987
Skills
Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
The University of Texas at Arlington - College of Business 1981 — 1982
MPA, Tax
The University of Texas at Arlington - College of Business 1980 — 1981
BBA, Acccounting
Yorktown Bank July 2013 - Present
Tulstar Products, Inc. 2006 - 2013
Citicorp 1985 - 1990
Arthur Young & Company 1978 - 1985
Skills
Strategic Planning, Budgets, Internal Controls, Sales, Sales Management, Marketing Strategy, Leadership, Management, Project Management, Marketing, Business Development, New Business Development, Contract Negotiation
Education
Michigan State University - The Eli Broad College of Business 1977 — 1978
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1973 — 1977
BBA, Accounting
Recording for the Blind & Dyslexic Adjunct Professor ogf ManagementSt. Leo UniversityNovember 1994 - June 2001
Arthur Young & Company September 1984 - June 1989
Education
Webster University 1976 — 1977
MA, Management and Public Administration
The University of Georgia 1960 — 1964
ABJ, Journalism _ Advertising and Public Relations
Shafer & Associates, CPA, PC Home Health Care Industry ManagerCorrell Associates, P.C.2010 - Present
Amicare Home Health Services August 1982 - August 1984
Correll, Krywko, Harrell and Davis July 1980 - August 1982
Arthur Young & Company June 1968 - December 1978
Education
Michigan State University 1964 — 1968
BS, Accounting
Robyn Hollwedel, CPA May 2010 - Present
Daisy Brand March 1999 - May 2010
Dominion Companies April 1996 - March 1999
Mary Kay Cosmetics 1986 - 1995
Arthur Young & Company June 1983 - May 1985
Skills
Payroll, Accounting, General Ledger, Financial Reporting, Auditing, Tax Preparation, Accounts Payable, Process Improvement, Financial Analysis, Leadership, Financial Statements, Budgets, Accounts Receivable, CPA, Account Reconciliation, Cost Accounting, Forecasting, Cash Management, Finance, Internal Controls, GAAP, Monthly Close, Year-end Close
Education
Messiah College 1974 — 1977
Bachelor of Science, Accounting; Business Administration
AIG, Inc. April 2010 - March 2015
Topps Company, Inc. January 1999 - December 2009
The Topps Company January 1992 - January 1999
The Topps Company January 1987 - January 1992
Arthur Young & Company April 1980 - January 1987
Skills
Financial Analysis, Finance, Variance Analysis, Process Improvement, Due Diligence, Financial Reporting, Analysis, Financial Accounting, Forecasting, Internal Controls, Managerial Finance, Management
Education
Pace University 1983 — 1986
Masters, Finance
Pace University 1978 — 1982
Bachelors, Labor Management
Payne & Smith, LLC June 1996 - Present
Fisk & Robinson 1991 - 1996
Arthur Young & Company 1981 - 1985
Skills
Due Diligence, Financial Analysis, Internal Audit, Finance, Internal Controls, Mergers, Auditing, Financial Reporting, Financial Services, Accounting, Mortgage Lending, Mergers & Acquisitions, Banking, CPA, GAAP, Financial Modeling, Corporate Finance, US GAAP, Restructuring, Strategic Financial..., Financial Accounting, Enterprise Risk...
Education
Harding University 1977 — 1981
BBA, Accounting
University Hospitals Assistant ControllerCole National CorporationJanuary 1998 - January 2002
Rockwell Automation October 1986 - January 1998
Arthur Young & Company July 1983 - October 1986
Skills
Financial Reporting, Managerial Finance, Team Building, Process Improvement, Healthcare, Budgets, Accounting, Financial Analysis, Mergers, Strategic Planning, Forecasting, Analysis, Internal Controls
Education
University of Wisconsin-Whitewater 1979 — 1983
BBA, Accounting
Marquette University
MBA
Vin De Garde LLC 2008 - Present
Vin De Garde Wines, Ltd. 1995 - Present
Michael S. Bathurst, CPA/CVA 1993 - 2000
Wells Fargo Bank, NA 1989 - 1992
KPMG US 1982 - 1989
Weyerhaeuser 1980 - 1982
Arthur Young & Company 1977 - 1980
Coopers & Lybrand Consulting 1976 - 1977
Skills
Wine, Strategic Planning, Import Logistics, Customer Service, Direct Import, Hospitality, Sales Management, Food, Food & Beverage, Marketing Strategy
Education
University of San Francisco School of Law 1982 — 1985
Doctor of Law (JD)
Michigan State University 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
University of Windsor 1970 — 1973
Bachelor of Arts (B.A.), Theology & Philosophy
Quality Vending Service, Llc January 1989 - Present
Serv-O-Matic, Inc July 1979 - December 1997
Arthur Young & Company June 1959 - June 1964
Skills
Hospitality, Banquets, Pre-opening, Marketing Strategy, Strategic Planning, Budgets, Sales Management
Education
Bowling Green State University 1957 — 1959
Bachelor of Business Administration (BBA), Major Accounting
Paul Smith's College 1955 — 1957
Associate of Arts and Sciences (AAS), Hotel, Motel, and Restaurant Management
Mirabito Holdings, Inc. 2002 - Present
The At-A-Glance Group 1987 - 2000
Arthur Young & Company 1978 - 1987
Skills
Strategic Planning, Financial Analysis, Budgets, Finance, Team Building, Negotiation, Energy, New Business Development, Analysis, Forecasting, Management, Accounting, Auditing
Education
Clarkson University
Public Accounting
GRE Land and Commercial Real Estate 2005 - Present
Building Industry Association 2012 - 2013
Building Industry Association 2012 - 2013
Building Industry Association 2012 - 2013
Newland Communities 1987 - 2002
Genstar 1982 - 1987
Arthur Young & Company 1976 - 1983
U.S. Navy 1969 - 1974
Skills
Due Diligence, Real Estate, Commercial Real Estate, Investment Properties, Asset Management, Entitlements, Land Acquisition, Finance, Property, Budgets, Negotiation, Land Development, Mergers & Acquisitions, Residential Homes, Real Estate Transactions, Asset Managment, Real Estate Economics, Disposition, Loans, Analysis, Appraisals, Feasibility Studies, Shopping Centers, Joint Ventures, Construction, Leases, Landlords, Real Estate Financing, Apartments, Property Management, Valuation, Real Property, Land Use, Investors, 1031 Exchanges, Condos, Acquisitions, Brokerage, Tenant, Real Estate Development, Sellers, Contract Negotiation, Investments, Short Sales, Financial Structuring, Foreclosures, REO, Corporate Real Estate, Location Intelligence, Lease Administration
Education
San Diego State University 1974 — 1976
MBA, Accounting and Finance
The Ohio State University 1965 — 1969
BS, Math, Chemistry
Andrew Leo Lopez, CPA January 1980 - Present
Business, and Government May 1979 - Present
KQED, Inc August 1978 - Present
American Broadcasting Company July 1976 - Present
Ernst & Young July 1976 - Present
Arthur Young & Company September 1973 - Present
Exceltronics, Inc September 1970 - Present
Sandia National Laboratories February 1966 - Present
Education
Stanford University 1971 — 1973
MBA, Management & Finance
Stanford University
MBA, Work; Finance; Economics, and Marketing; Work Accounting, Finance, General Studies
The University of New Mexico 1965 — 1970
BBA, Finance
Svadlenak, See & Company May 1982 - Present
Arthur Young & Company May 1980 - May 1982
Alford Meroney & Company January 1972 - May 1980
Education
Texas A&M University 1968 — 1971
BBA, Accounting
Baker Manock & Jensen February 1985 - April 2015
Arthur Young & Company 1972 - 1976
Education
The Ohio State University - The Max M. Fisher College of Business 1968 — 1972
BSBA, Accounting
Tempe Arizona November 2012 - Present
Arizona Supreme Court January 2001 - October 2012
Data Systems of Arizona October 1989 - December 2011
Arthur Young & Company July 1984 - April 1989
Skills
Systems Analysis, Business Analysis, Requirements Analysis, Software Project..., Microsoft SQL Server, Requirements Gathering, Data Modeling, Agile Methodologies
Education
Purdue University 1971 — 1972
Master of Science, Management Information Systems
Claremont McKenna College 1964 — 1968
Bachelor of Arts, Mathematics
Yates Petroleum Corporation September 1990 - Present
Arthur Young & Company January 1977 - December 1980
Education
Texas Tech University 1975 — 1976
Master of Science (M.S.), Accounting
Lubbock Christian University 1971 — 1975
Bachelor of Science (B.S.), Accounting
Self Employed January 2013 - Present
Seligman Securities Inc. 1987 - 1989
Salomon Brothers Inc. 1980 - 1987
Arthur Young & Company 1977 - 1980
Skills
Accounting, Tax Preparation, Financial Statement..., Auditing, Accounts Payable, QuickBooks, Finance
Education
Long Island University, Brooklyn Campus 1973 — 1977
Bachelor of Science (BS), Accounting
Sharon Spike CPA PC October 2004 - Present
Culture For One, Inc. 2012 - July 2013
Mayer & Company CPA’s July 1995 - December 2003
Janover Rubinroit LLP June 1987 - June 1995
Arthur Young & Company June 1986 - June 1987
Skills
Accounting, Tax Preparation, Corporate Tax, Tax Advisory, Bookkeeping, Tax Returns, Financial Accounting, Full-Charge Bookkeeping, Small Business, IRS problem resolution, Payroll Taxes, CPA, Household (personal) ..., G/L Reconciliations, Account Reconciliation, Non-profits, Foster Care, QuickBooks
Education
The George Washington University 1982 — 1986
Bachelor of Accountancy, Accounting
SAGE Design-Build, Inc. February 2014 - Present
Bear Creek Mountain Resort & Conference Center May 2008 - October 2012
H&R Block September 2004 - April 2006
The Dow Chemical Company January 1990 - October 1994
Arthur Young & Company August 1988 - August 1989
Skills
Tax, Microsoft Excel, Account Reconciliation, Microsoft Office, General Ledger, Auditing, Customer Satisfaction, Analysis, Budgets, Inventory Management, 10 Key, Outlook, QuickBooks, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Accounts Payable, Payroll
Education
Penn State University 1984 — 1988
Bachelor's degree, Accounting
SAGE Design-Build, Inc. Accounting ManagerBear Creek Mountain Resort and Conference Center2008 - 2012
H&R Block 2006 - 2007
The Dow Chemical Company 1990 - 1994
Arthur Young & Company 1988 - 1989
Skills
Accounting, Tax, Internal Controls, Account Reconciliation, Cost Accounting, Budgets, QuickBooks, Payroll, Accounts Payable, Financial Reporting, Internal Audit, General Ledger
Education
Penn State University
Bachelor's degree, Accounting