Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
CJ Edmonds CJ Edmonds's Coopers & Lybrand Experience January 1990 - August 1992
Job Vice President of Sales at G5
Industry Marketing and Advertising
Experience
G5 May 2010 - Present
Shaniko Business Advisors January 2007 - December 2011
Grenade Gloves July 2011 - September 2011
Trusted Sports, Inc. December 2008 - March 2010
Integra Telecom December 2006 - December 2007
Eid Passport, Inc. May 2004 - December 2006
NTT/Verio 1997 - May 2004
You Networks January 2001 - November 2002
OneComm (Purchased by Nextel) 1996 - 1997
Coopers & Lybrand January 1990 - August 1992
Skills
Sales Management, Contract Negotiation, Leadership, Finance, Salesforce.com, SaaS, Account Management, New Business Development, Direct Sales, Strategic Partnerships, Start-ups, Sales, Lead Generation, Business Development, Marketing Strategy, Strategic Planning, Strategy, Marketing, Solution Selling, Management, Selling, Digital Marketing, Sales Operations, Sales Process, Online Advertising, Budgets, Enterprise Software, Online Marketing, Competitive Analysis, Product Marketing, B2B, Email Marketing, CRM, Program Management, E-commerce, Entrepreneurship, Cold Calling, SEO, Social Media Marketing, SEM, Analytics, Mobile Marketing, Product Management, Sales Presentations, PPC, Advertising, Web Analytics, Customer Acquisition, Web Marketing, Marketing Management
Education
Saint Mary's College of California 1989 — 1991
BS, Economics and Bus. Admin.
San Diego State University-California State University 1986 — 1989
Accounting
G5 May 2010 - Present
Shaniko Business Advisors January 2007 - December 2011
Grenade Gloves July 2011 - September 2011
Trusted Sports, Inc. December 2008 - March 2010
Integra Telecom December 2006 - December 2007
Eid Passport, Inc. May 2004 - December 2006
NTT/Verio 1997 - May 2004
You Networks January 2001 - November 2002
OneComm (Purchased by Nextel) 1996 - 1997
Coopers & Lybrand January 1990 - August 1992
Skills
Sales Management, Contract Negotiation, Leadership, Finance, Salesforce.com, SaaS, Account Management, New Business Development, Direct Sales, Strategic Partnerships, Start-ups, Sales, Lead Generation, Business Development, Marketing Strategy, Strategic Planning, Strategy, Marketing, Solution Selling, Management, Selling, Digital Marketing, Sales Operations, Sales Process, Online Advertising, Budgets, Enterprise Software, Online Marketing, Competitive Analysis, Product Marketing, B2B, Email Marketing, CRM, Program Management, E-commerce, Entrepreneurship, Cold Calling, SEO, Social Media Marketing, SEM, Analytics, Mobile Marketing, Product Management, Sales Presentations, PPC, Advertising, Web Analytics, Customer Acquisition, Web Marketing, Marketing Management
Education
Saint Mary's College of California 1989 — 1991
BS, Economics and Bus. Admin.
San Diego State University-California State University 1986 — 1989
Accounting
Tom Basilo Tom Basilo's Coopers & Lybrand Experience 1978 - 1993
Job Partner at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown January 2005 - Present
WithumSmith+Brown January 2005 - Present
WithumSmith+Brown Global Assurance,NJ 2005 - Present
Seton Hall University September 2004 - Present
Ernst & Young January 1996 - January 2005
Gikow Bierman & Talesnick 1993 - 1995
PricewaterhouseCoopers February 1978 - November 1993
Coopers & Lybrand 1978 - 1993
Skills
Auditing, SOX, Growth Companies, Entrepreneur, Small Business, Profitability, Financial Reporting, Accounting, Internal Controls, Audit, Corporate Governance, Assurance, Business Advisory, Sarbanes-Oxley Act, Entrepreneurship, Strategic Planning, Cash Flow, Profit, Leadership, Mergers & Acquisitions, Management, Finance, Budgets, CPA, SEC filings, Business Planning, GAAP, Tax, US GAAP, Forensic Accounting, Management Consulting, Due Diligence, Business Valuation, Corporate Tax, Financial Accounting, Income Tax, Tax Accounting, Financial Analysis, Sarbanes-Oxley, Business Process..., Enterprise Risk..., Tax Preparation, Internal Audit, SEC Filings
Education
Seton Hall University 1968 — 1971
BA, Accounting
St. Joseph Regional High School, Montvale, NJ
WithumSmith+Brown January 2005 - Present
WithumSmith+Brown January 2005 - Present
WithumSmith+Brown Global Assurance,NJ 2005 - Present
Seton Hall University September 2004 - Present
Ernst & Young January 1996 - January 2005
Gikow Bierman & Talesnick 1993 - 1995
PricewaterhouseCoopers February 1978 - November 1993
Coopers & Lybrand 1978 - 1993
Skills
Auditing, SOX, Growth Companies, Entrepreneur, Small Business, Profitability, Financial Reporting, Accounting, Internal Controls, Audit, Corporate Governance, Assurance, Business Advisory, Sarbanes-Oxley Act, Entrepreneurship, Strategic Planning, Cash Flow, Profit, Leadership, Mergers & Acquisitions, Management, Finance, Budgets, CPA, SEC filings, Business Planning, GAAP, Tax, US GAAP, Forensic Accounting, Management Consulting, Due Diligence, Business Valuation, Corporate Tax, Financial Accounting, Income Tax, Tax Accounting, Financial Analysis, Sarbanes-Oxley, Business Process..., Enterprise Risk..., Tax Preparation, Internal Audit, SEC Filings
Education
Seton Hall University 1968 — 1971
BA, Accounting
St. Joseph Regional High School, Montvale, NJ
Jeff Thatcher, CPA Jeff Thatcher, CPA's Coopers & Lybrand Experience December 1991 - August 1996
Job Senior Staff Member, State and Local Tax @ Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP July 2013 - Present
BP November 2004 - November 2012
Ernst & Young August 1996 - October 2004
Coopers & Lybrand December 1991 - August 1996
CPI Corp. June 1989 - September 1991
Samuel Goldstein July 1988 - April 1989
Gray Hunter Stenn LLP January 1985 - April 1988
Skills
Tax Research, Income Tax, Tax, Corporate Tax, Accounting, Microsoft Excel, Auditing, Multi State Tax, State Income Tax, Tax Returns, Tax Accounting, US Tax, Local Income Tax, Tax Law, Sales Tax, Process Improvement, Teamwork, State Tax Compliance, Financial Accounting, Property Tax, Process Management, Mathematics, Teaching, Team Building, Preparation, OneSource, Apportionment, Nexus, GoSystem, Throwback, Direct Allocation, Unitary Returns, Combined Returns, Consolidated Returns, Reviewing, Supervising, Big 4, US GAAP, SAP, Automated Database..., MS Excel Sumif Formulas, MS Excel IndexMatch..., MS Excel Pivot Tables, MS Excel Conditional..., MS Excel Automated..., Microsoft Word, Notice Responses, IDR-Information Documet..., Estimates, Extensions
Education
Southern Illinois University, Carbondale 1984 — 1985
Master's degree, Master of Accountancy
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science (BS), Accounting and Finance
Crowe Horwath LLP July 2013 - Present
BP November 2004 - November 2012
Ernst & Young August 1996 - October 2004
Coopers & Lybrand December 1991 - August 1996
CPI Corp. June 1989 - September 1991
Samuel Goldstein July 1988 - April 1989
Gray Hunter Stenn LLP January 1985 - April 1988
Skills
Tax Research, Income Tax, Tax, Corporate Tax, Accounting, Microsoft Excel, Auditing, Multi State Tax, State Income Tax, Tax Returns, Tax Accounting, US Tax, Local Income Tax, Tax Law, Sales Tax, Process Improvement, Teamwork, State Tax Compliance, Financial Accounting, Property Tax, Process Management, Mathematics, Teaching, Team Building, Preparation, OneSource, Apportionment, Nexus, GoSystem, Throwback, Direct Allocation, Unitary Returns, Combined Returns, Consolidated Returns, Reviewing, Supervising, Big 4, US GAAP, SAP, Automated Database..., MS Excel Sumif Formulas, MS Excel IndexMatch..., MS Excel Pivot Tables, MS Excel Conditional..., MS Excel Automated..., Microsoft Word, Notice Responses, IDR-Information Documet..., Estimates, Extensions
Education
Southern Illinois University, Carbondale 1984 — 1985
Master's degree, Master of Accountancy
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science (BS), Accounting and Finance
Timothy Phelps Timothy Phelps's Coopers & Lybrand Experience June 1986 - June 1988
Job Founder, CEO at Arlington Alan Publishing, ltd
Industry Publishing
Experience
Arlington Alan Publishing, ltd October 2012 - Present
Waste Connections, Inc. June 2005 - June 2011
Aspen Waste Systems, Inc January 2000 - June 2005
BFI (Browning-Ferris Industries) January 1990 - November 1999
Triangle Metallurigical July 1988 - June 1990
Coopers & Lybrand June 1986 - June 1988
Skills
Forecasting, General Ledger, Accounting, Variance Analysis, Auditing, Budgets, Account Reconciliation, Fixed Assets, Internal Controls, Payroll, Cash Flow, Finance, Management, Financial Statements, GAAP, Financial Reporting, Invoicing, Financial Analysis, Accounts Payable, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Analysis, Accounts Receivable
Education
Southern Illinois University, Edwardsville 1982 — 1986
BS Accountancy
Arlington Alan Publishing, ltd October 2012 - Present
Waste Connections, Inc. June 2005 - June 2011
Aspen Waste Systems, Inc January 2000 - June 2005
BFI (Browning-Ferris Industries) January 1990 - November 1999
Triangle Metallurigical July 1988 - June 1990
Coopers & Lybrand June 1986 - June 1988
Skills
Forecasting, General Ledger, Accounting, Variance Analysis, Auditing, Budgets, Account Reconciliation, Fixed Assets, Internal Controls, Payroll, Cash Flow, Finance, Management, Financial Statements, GAAP, Financial Reporting, Invoicing, Financial Analysis, Accounts Payable, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Analysis, Accounts Receivable
Education
Southern Illinois University, Edwardsville 1982 — 1986
BS Accountancy
John L. Ranft, CIMA, MBA John L. Ranft, CIMA, MBA's Coopers & Lybrand Experience 1981 - 1983
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Doug Rice Doug Rice's Coopers & Lybrand Experience 1988 - 1993
Job CFO at Orthofix
Industry Medical Devices
Experience
Orthofix September 2014 - Present
Vision Source June 2012 - September 2014
McAfee January 2007 - March 2012
Concentra February 2000 - January 2007
La Madeleine 1996 - 1999
Allied Marketing Group 1994 - 1996
Coopers & Lybrand 1988 - 1993
Ernst & Young 1987 - 1988
Skills
Organizational..., Financial Reporting, Strategic Analysis, SEC reporting, Risk Management, GAAP, Public Companies, International Operations, SEC filings, Auditing, Cash Flow, Forecasting, Analysis, Finance, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Financial Accounting, Executive Management, Acquisition Integration, Treasury Management
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance
Southern Methodist University 1983 — 1987
BBA, with honors, Accounting
Arkadelphia Arkansas High School
HS Diploma
Orthofix September 2014 - Present
Vision Source June 2012 - September 2014
McAfee January 2007 - March 2012
Concentra February 2000 - January 2007
La Madeleine 1996 - 1999
Allied Marketing Group 1994 - 1996
Coopers & Lybrand 1988 - 1993
Ernst & Young 1987 - 1988
Skills
Organizational..., Financial Reporting, Strategic Analysis, SEC reporting, Risk Management, GAAP, Public Companies, International Operations, SEC filings, Auditing, Cash Flow, Forecasting, Analysis, Finance, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Financial Accounting, Executive Management, Acquisition Integration, Treasury Management
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance
Southern Methodist University 1983 — 1987
BBA, with honors, Accounting
Arkadelphia Arkansas High School
HS Diploma
Callie Crowder, CPA Callie Crowder, CPA's Coopers & Lybrand Experience August 1991 - April 1996
Job Owner, CSC Wealth Management, LLC
Industry Accounting
Experience
CSC Wealth Management, LLC October 2001 - Present
Girls Action Network 2004 - Present
Bad Boy Entertainment June 1999 - September 2001
Island Def Jam Music Group April 1996 - June 1999
Coopers & Lybrand August 1991 - April 1996
Skills
Tax Preparation, Forensic Accounting, Financial Statements, Litigation Support, Management, CFOs, Accounting, QuickBooks, Financial Reporting, Small Business, Internal Controls, Tax, Financial Analysis, Bookkeeping, Auditing, Financial Accounting, Due Diligence, General Ledger, Sarbanes-Oxley Act, Cash Flow
Education
Seton Hall University 1987 — 1991
BS, ACCOUNTING
CSC Wealth Management, LLC October 2001 - Present
Girls Action Network 2004 - Present
Bad Boy Entertainment June 1999 - September 2001
Island Def Jam Music Group April 1996 - June 1999
Coopers & Lybrand August 1991 - April 1996
Skills
Tax Preparation, Forensic Accounting, Financial Statements, Litigation Support, Management, CFOs, Accounting, QuickBooks, Financial Reporting, Small Business, Internal Controls, Tax, Financial Analysis, Bookkeeping, Auditing, Financial Accounting, Due Diligence, General Ledger, Sarbanes-Oxley Act, Cash Flow
Education
Seton Hall University 1987 — 1991
BS, ACCOUNTING
Claudine Wolk Claudine Wolk's Coopers & Lybrand Experience 1989 - 1991
Job Marketing and PR Associate at Satya House Publishing
Industry Publishing
Experience
Satya House Publishing April 2013 - Present
Claudine Wolk, CPA August 1995 - Present
New Buck Press April 2008 - November 2009
AVO International, Inc. 1991 - 1995
Coopers & Lybrand 1989 - 1991
Education
Saint Joseph's University - Erivan K. Haub School of Business 1985 — 1989
BS, Accounting / Finance
Archbishop Wood High School 1981 — 1985
HS Diploma, Academic
Satya House Publishing April 2013 - Present
Claudine Wolk, CPA August 1995 - Present
New Buck Press April 2008 - November 2009
AVO International, Inc. 1991 - 1995
Coopers & Lybrand 1989 - 1991
Education
Saint Joseph's University - Erivan K. Haub School of Business 1985 — 1989
BS, Accounting / Finance
Archbishop Wood High School 1981 — 1985
HS Diploma, Academic
John Sharp John Sharp's Coopers & Lybrand Experience 1994 - 2000
Job CFO at HUYA Bioscience International
Industry Pharmaceuticals
Experience
HUYA Bioscience International March 2014 - Present
Ligand Pharmaceuticals April 2007 - February 2014
Sequenom 2004 - 2007
Diversa Corporation 2000 - 2004
PricewaterhouseCoopers 1994 - 2000
Coopers & Lybrand 1994 - 2000
Education
San Diego State University-California State University
HUYA Bioscience International March 2014 - Present
Ligand Pharmaceuticals April 2007 - February 2014
Sequenom 2004 - 2007
Diversa Corporation 2000 - 2004
PricewaterhouseCoopers 1994 - 2000
Coopers & Lybrand 1994 - 2000
Education
San Diego State University-California State University
Pierre Mitchell Pierre Mitchell's Coopers & Lybrand Experience 1991 - 1993
Job Chief Research Officer and Managing Director at Azul Partners
Industry Research
Experience
Azul Partners, Inc. January 2013 - Present
The Hackett Group 2004 - 2013
AMR Research 1999 - 2004
Arthur D. Little 1996 - 1999
Timberland 1994 - 1996
CSC Consulting 1993 - 1994
Coopers & Lybrand 1991 - 1993
Krupp Companies 1989 - 1991
EG&G 1988 - 1989
Skills
Strategic Sourcing, Supplier Management, Supply Chain, Supply Chain Management, Procurement, Research, Executive Counsel, Technology Leadership, Supply Management, Benchmarking, Analytics, Vendor Management, Supplier Evaluation, Leadership, Materials Management, Contract Negotiation, Analysis, E-procurement, Process Improvement, Spend Analysis, Supply Chain..., Cross-functional Team..., Engineering, Operational Excellence, Management, Outsourcing, Process Engineering, Operations Management, Business Process..., Demand Planning, Project Management, Market Research, Program Management, Thought Leadership, Strategy, Business Transformation, Shared Services, Change Management, Supplier Quality..., Management Consulting, Strategic Thinking, Strategic Planning, Manufacturing, Supplier Negotiation, MRP, Business Process..., ERP, Sourcing, Global Sourcing, Six Sigma
Education
The University of Chicago Booth School of Business 1994 — 1996
Masters, Business
Southern Methodist University 1983 — 1988
B.S., Engineering
Azul Partners, Inc. January 2013 - Present
The Hackett Group 2004 - 2013
AMR Research 1999 - 2004
Arthur D. Little 1996 - 1999
Timberland 1994 - 1996
CSC Consulting 1993 - 1994
Coopers & Lybrand 1991 - 1993
Krupp Companies 1989 - 1991
EG&G 1988 - 1989
Skills
Strategic Sourcing, Supplier Management, Supply Chain, Supply Chain Management, Procurement, Research, Executive Counsel, Technology Leadership, Supply Management, Benchmarking, Analytics, Vendor Management, Supplier Evaluation, Leadership, Materials Management, Contract Negotiation, Analysis, E-procurement, Process Improvement, Spend Analysis, Supply Chain..., Cross-functional Team..., Engineering, Operational Excellence, Management, Outsourcing, Process Engineering, Operations Management, Business Process..., Demand Planning, Project Management, Market Research, Program Management, Thought Leadership, Strategy, Business Transformation, Shared Services, Change Management, Supplier Quality..., Management Consulting, Strategic Thinking, Strategic Planning, Manufacturing, Supplier Negotiation, MRP, Business Process..., ERP, Sourcing, Global Sourcing, Six Sigma
Education
The University of Chicago Booth School of Business 1994 — 1996
Masters, Business
Southern Methodist University 1983 — 1988
B.S., Engineering
Tess Frey - Kastning Tess Frey - Kastning's Coopers & Lybrand Experience 1989 - 1991
Job CEO at nSight, Inc.
Industry Staffing and Recruiting
Experience
nSight, Inc. August 2015 - Present
nSight, Inc. February 2014 - Present
nSight, Inc. January 2010 - Present
Cor Performance LLC 2001 - January 2010
REZ-1 2006 - 2009
Vistage International, World's Largest CEO Membership Organization 2003 - 2009
Eliassen Group 1998 - 2001
Kenda Systems 1991 - 1998
NACCB 1993 - 1995
Coopers & Lybrand 1989 - 1991
Skills
Temporary Placement, Recruiting, Leadership, Executive Coaching, Team Building, Team Leadership, Workshop Facilitation, Grace Under Pressure, High degree of..., Flexible approach to..., Highly versatile, Technical Course..., Educational Technology, Online Publishing, K-12 Education, Business Development, Coaching, Talent Acquisition, Performance Management, Organizational..., Change Management, Management, Training, Strategic Planning, Strategy, Public Speaking
Education
Simmons College 1994 — 1996
Communications Management
John H. Glenn HS
nSight, Inc. August 2015 - Present
nSight, Inc. February 2014 - Present
nSight, Inc. January 2010 - Present
Cor Performance LLC 2001 - January 2010
REZ-1 2006 - 2009
Vistage International, World's Largest CEO Membership Organization 2003 - 2009
Eliassen Group 1998 - 2001
Kenda Systems 1991 - 1998
NACCB 1993 - 1995
Coopers & Lybrand 1989 - 1991
Skills
Temporary Placement, Recruiting, Leadership, Executive Coaching, Team Building, Team Leadership, Workshop Facilitation, Grace Under Pressure, High degree of..., Flexible approach to..., Highly versatile, Technical Course..., Educational Technology, Online Publishing, K-12 Education, Business Development, Coaching, Talent Acquisition, Performance Management, Organizational..., Change Management, Management, Training, Strategic Planning, Strategy, Public Speaking
Education
Simmons College 1994 — 1996
Communications Management
John H. Glenn HS
Audre Gutierrez Audre Gutierrez's Coopers & Lybrand Experience 1981 - 1988
Job Owner, Shining Sun Aromatherapy & Partner, Wisdom of the Earth Essential Oils
Industry Alternative Medicine
Experience
Linked In 2010 - Present
Shining Sun Aromatherapy January 2009 - Present
Wisdom of the Earth 1997 - Present
Whispering Energy 2010 - 2011
Santa Fe Networking Group 2007 - 2009
BNI 2006 - 2009
Manchester, Inc. 2000 - 2001
Covance, Inc. 1991 - 1998
Laventhol & Horwath 1988 - 1990
Coopers & Lybrand 1981 - 1988
Skills
Aromatherapy, Essential Oils, Blogging, Healing, Holistic Health, Relaxation, Meditation, Wellness, Stress, Stress Management, Reiki, Energy Healing, Nutrition, Alternative Medicine, Treatment, Executive Coaching, Lifestyle Coaching, Wellness Coaching, Wellbeing, Lifestyle, Therapeutic Massage, Mindfulness, Chakra Balancing, Supplements, Hypnotherapy, Energy Work, Spa, Reflexology, Pain Management, Bodywork, Chronic Illness, Insomnia, Herbal, Headaches, Chronic Pain, Hypnosis, Herbs, Life Coaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 1978 — 1981
Organization and Management Theory
The College of New Jersey 1974 — 1976
MAT, Secondary Education/English
Slippery Rock University of Pennsylvania 1967 — 1971
BA, Liberal Arts/English & Sociology
Monaca High 1965 — 1967
Diploma
Linked In 2010 - Present
Shining Sun Aromatherapy January 2009 - Present
Wisdom of the Earth 1997 - Present
Whispering Energy 2010 - 2011
Santa Fe Networking Group 2007 - 2009
BNI 2006 - 2009
Manchester, Inc. 2000 - 2001
Covance, Inc. 1991 - 1998
Laventhol & Horwath 1988 - 1990
Coopers & Lybrand 1981 - 1988
Skills
Aromatherapy, Essential Oils, Blogging, Healing, Holistic Health, Relaxation, Meditation, Wellness, Stress, Stress Management, Reiki, Energy Healing, Nutrition, Alternative Medicine, Treatment, Executive Coaching, Lifestyle Coaching, Wellness Coaching, Wellbeing, Lifestyle, Therapeutic Massage, Mindfulness, Chakra Balancing, Supplements, Hypnotherapy, Energy Work, Spa, Reflexology, Pain Management, Bodywork, Chronic Illness, Insomnia, Herbal, Headaches, Chronic Pain, Hypnosis, Herbs, Life Coaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 1978 — 1981
Organization and Management Theory
The College of New Jersey 1974 — 1976
MAT, Secondary Education/English
Slippery Rock University of Pennsylvania 1967 — 1971
BA, Liberal Arts/English & Sociology
Monaca High 1965 — 1967
Diploma
Paul Kozachenko Paul Kozachenko's Coopers & Lybrand Experience 1982 - 1984
Job Partner, Gonsalves & Kozachenko
Industry Law Practice
Experience
Gonsalves & Kozachenko 1984 - Present
Fremont Bank 2011 - Present
Coopers & Lybrand 1982 - 1984
Skills
Business Transactions, Real Estate Transactions, Corporate Contracts, Mergers & Acquisitions, Regulatory Capital, Compliance, Governance, Healthcare, Real Estate, Corporate Law, Legal Advice, Legal Writing, Finance
Education
Santa Clara University School of Law 1979 — 1982
JD, Law
Stanford University 1975 — 1979
BA, Russian
Gonsalves & Kozachenko 1984 - Present
Fremont Bank 2011 - Present
Coopers & Lybrand 1982 - 1984
Skills
Business Transactions, Real Estate Transactions, Corporate Contracts, Mergers & Acquisitions, Regulatory Capital, Compliance, Governance, Healthcare, Real Estate, Corporate Law, Legal Advice, Legal Writing, Finance
Education
Santa Clara University School of Law 1979 — 1982
JD, Law
Stanford University 1975 — 1979
BA, Russian
Tom Silvestri Tom Silvestri's Coopers & Lybrand Experience January 1991 - January 1993
Job President at Tom Silvestri LLC
Industry Computer Networking
Experience
Tom Silvestri LLC November 2012 - Present
Expand Networks Inc April 1999 - July 2012
MEMCO Software Inc February 1997 - April 1999
Bogen Communications Inc January 1995 - January 1997
Energy Initiatives Inc January 1993 - January 1995
Coopers & Lybrand January 1991 - January 1993
Skills
GAAP, Strategy, Sales, Treasury Management, Risk Management, Start-ups, SaaS, Professional Services, Mergers, Strategic Partnerships, Business Strategy, Financial Analysis, Salesforce.com, Cross-functional Team..., Accounting, ERP, Competitive Analysis, Strategic Planning, Business Planning, Business Development, Forecasting, Budget Process, Entrepreneurship, Enterprise Software, Mergers & Acquisitions, Leadership, Direct Sales, Management, Budgets, Executive Management, Analysis, Finance, Telecommunications, Process Improvement
Education
Saint John's University 2015 — 2019
MBA, Accounting
Saint John's University 1990 — 1992
MBA, Accounting & Finance
Saint John's University
BS, Finance
Tom Silvestri LLC November 2012 - Present
Expand Networks Inc April 1999 - July 2012
MEMCO Software Inc February 1997 - April 1999
Bogen Communications Inc January 1995 - January 1997
Energy Initiatives Inc January 1993 - January 1995
Coopers & Lybrand January 1991 - January 1993
Skills
GAAP, Strategy, Sales, Treasury Management, Risk Management, Start-ups, SaaS, Professional Services, Mergers, Strategic Partnerships, Business Strategy, Financial Analysis, Salesforce.com, Cross-functional Team..., Accounting, ERP, Competitive Analysis, Strategic Planning, Business Planning, Business Development, Forecasting, Budget Process, Entrepreneurship, Enterprise Software, Mergers & Acquisitions, Leadership, Direct Sales, Management, Budgets, Executive Management, Analysis, Finance, Telecommunications, Process Improvement
Education
Saint John's University 2015 — 2019
MBA, Accounting
Saint John's University 1990 — 1992
MBA, Accounting & Finance
Saint John's University
BS, Finance
Craig Carra Craig Carra's Coopers & Lybrand Experience September 1993 - September 1996
Job Chief Financial Officer at Trice Medical
Industry Medical Devices
Experience
Ella Health September 2012 - November 2014
PhotoMedex January 2011 - August 2012
PhotoMedex 2006 - December 2010
PhotoMedex 2002 - 2006
Surgical Laser Technologies September 1996 - 2002
Coopers & Lybrand September 1993 - September 1996
Skills
Mergers, Marketing Strategy, Financial Analysis, New Business Development, Business Planning, Sales Management, Sales Operations, Profit Maximization, Operating Budgets, Sales Presentations, Accounting, Financial Reporting, Financial Modeling, Team Leadership, Leadership Development, Strategic Leadership, Strategic Planning, Tactical Development, Revenue & Profit Growth, Entrepreneurship, Mergers & Acquisitions, Budgets, Sales, Leadership
Education
Villanova University 2000 — 2002
Executive MBA, Business
Saint Joseph's University - Erivan K. Haub School of Business 1989 — 1993
Bachelor of Science, Accounting
Ella Health September 2012 - November 2014
PhotoMedex January 2011 - August 2012
PhotoMedex 2006 - December 2010
PhotoMedex 2002 - 2006
Surgical Laser Technologies September 1996 - 2002
Coopers & Lybrand September 1993 - September 1996
Skills
Mergers, Marketing Strategy, Financial Analysis, New Business Development, Business Planning, Sales Management, Sales Operations, Profit Maximization, Operating Budgets, Sales Presentations, Accounting, Financial Reporting, Financial Modeling, Team Leadership, Leadership Development, Strategic Leadership, Strategic Planning, Tactical Development, Revenue & Profit Growth, Entrepreneurship, Mergers & Acquisitions, Budgets, Sales, Leadership
Education
Villanova University 2000 — 2002
Executive MBA, Business
Saint Joseph's University - Erivan K. Haub School of Business 1989 — 1993
Bachelor of Science, Accounting
Michael Valocchi's Coopers & Lybrand Experience 1985 - 1995
Job Managing Partner, Communications Sector, Global Business Services at IBM
Industry Utilities
Experience
IBM April 2014 - Present
IBM 2006 - April 2014
IBM Global Business Services 2002 - 2006
PricewaterhouseCoopers LLP 2001 - 2002
Price Waterhouse Coopers 1995 - 2001
Coopers & Lybrand 1985 - 1995
Skills
Smart Grid, Business Strategy, Strategy, Thought Leadership, Consulting
Education
Saint Joseph's University 1981 — 1985
1985, Accounting
Saint Joseph's University 1981 — 1985
BS, Accounting
IBM April 2014 - Present
IBM 2006 - April 2014
IBM Global Business Services 2002 - 2006
PricewaterhouseCoopers LLP 2001 - 2002
Price Waterhouse Coopers 1995 - 2001
Coopers & Lybrand 1985 - 1995
Skills
Smart Grid, Business Strategy, Strategy, Thought Leadership, Consulting
Education
Saint Joseph's University 1981 — 1985
1985, Accounting
Saint Joseph's University 1981 — 1985
BS, Accounting
Paul Malinich Paul Malinich's Coopers & Lybrand Experience May 1987 - May 1991
Job Missionary to the Church
Industry Nonprofit Organization Management
Experience
Greater New Orleans Pastors Coalition January 2007 - Present
Set Free January 2000 - Present
Woodstream Corporation May 1991 - June 2000
Coopers & Lybrand May 1987 - May 1991
Skills
Community Outreach, Discipleship, Administration, Non-profits, Public Speaking, System Administration, Event Planning, Church Events, Volunteer Management, Fundraising, Strategic Planning, Nonprofits, Religion, Budgets, Community Development, Pastoral Care, Teaching, Biblical Studies, Leadership Development, Missions, Youth Ministry, Pastoral Counseling, Spiritual Direction, Program Development, Non-profit..., Stewardship, Community Organizing, Board Development
Education
Shippensburg University of Pennsylvania 1983 — 1987
BSBA, Accounting and Management Science
Greater New Orleans Pastors Coalition January 2007 - Present
Set Free January 2000 - Present
Woodstream Corporation May 1991 - June 2000
Coopers & Lybrand May 1987 - May 1991
Skills
Community Outreach, Discipleship, Administration, Non-profits, Public Speaking, System Administration, Event Planning, Church Events, Volunteer Management, Fundraising, Strategic Planning, Nonprofits, Religion, Budgets, Community Development, Pastoral Care, Teaching, Biblical Studies, Leadership Development, Missions, Youth Ministry, Pastoral Counseling, Spiritual Direction, Program Development, Non-profit..., Stewardship, Community Organizing, Board Development
Education
Shippensburg University of Pennsylvania 1983 — 1987
BSBA, Accounting and Management Science
Barry Hughes Barry Hughes's Coopers & Lybrand Experience October 1973 - November 1995
Job Associate Professor at The College of Saint Rose
Industry Accounting
Experience
The College of Saint Rose September 1985 - Present
Coopers & Lybrand October 1973 - November 1995
Skills
QuickBooks, Accounting, Tax, Financial Analysis, Payroll, Finance, Financial Reporting, Small Business, Public Speaking, Financial Accounting, Corporate Tax, CPA, Teaching, Tax Preparation, Leadership, Analysis, Customer Service, Higher Education, Curriculum Design
Education
The College of Saint Rose 1995 — 2000
MS, Accounting
Siena College 1969 — 1973
BS, Accounting
The College of Saint Rose September 1985 - Present
Coopers & Lybrand October 1973 - November 1995
Skills
QuickBooks, Accounting, Tax, Financial Analysis, Payroll, Finance, Financial Reporting, Small Business, Public Speaking, Financial Accounting, Corporate Tax, CPA, Teaching, Tax Preparation, Leadership, Analysis, Customer Service, Higher Education, Curriculum Design
Education
The College of Saint Rose 1995 — 2000
MS, Accounting
Siena College 1969 — 1973
BS, Accounting
Cindy Locker Cindy Locker's Coopers & Lybrand Experience June 1992 - December 1993
Job CoOwner at Treno Solutions Group
Industry Professional Training & Coaching
Experience
Treno Solutions Group March 2012 - Present
Locker Soccer Academy August 2004 - Present
Janova June 2010 - March 2012
The Wellington School 2006 - 2010
Columbus State Community College August 2000 - August 2005
Coopers & Lybrand June 1992 - December 1993
Skills
Curriculum Design, Curriculum Development, Training, Higher Education, Microsoft Excel, Executive Coaching, Microsoft Exchange, Microsoft Office, Microsoft Word, Education, Contractors, Business Development, E-Learning, K-12, Mathematics, PowerPoint, QuickBooks, Quality Assurance, Strategic Planning, Teachers, Articulate Suite, Team Building, Management, Coaching, Cloud Computing, Leadership, Social Media, SaaS, Consulting, Classroom, Leadership Development, Budgets, Teaching, Organizational..., Public Speaking, Team Leadership, Entrepreneurship, Time Management, Fundraising, Business Process, Executive Management, Workshop Facilitation, Staff Development
Education
Simmons College 1994 — 1995
MAT, Mathematics
Smith College 1988 — 1992
B.A., Economics
Treno Solutions Group March 2012 - Present
Locker Soccer Academy August 2004 - Present
Janova June 2010 - March 2012
The Wellington School 2006 - 2010
Columbus State Community College August 2000 - August 2005
Coopers & Lybrand June 1992 - December 1993
Skills
Curriculum Design, Curriculum Development, Training, Higher Education, Microsoft Excel, Executive Coaching, Microsoft Exchange, Microsoft Office, Microsoft Word, Education, Contractors, Business Development, E-Learning, K-12, Mathematics, PowerPoint, QuickBooks, Quality Assurance, Strategic Planning, Teachers, Articulate Suite, Team Building, Management, Coaching, Cloud Computing, Leadership, Social Media, SaaS, Consulting, Classroom, Leadership Development, Budgets, Teaching, Organizational..., Public Speaking, Team Leadership, Entrepreneurship, Time Management, Fundraising, Business Process, Executive Management, Workshop Facilitation, Staff Development
Education
Simmons College 1994 — 1995
MAT, Mathematics
Smith College 1988 — 1992
B.A., Economics
Alicia Behrndt Alicia Behrndt's Coopers & Lybrand Experience 1984 - 1986
Job Senior Director, Finance at Aramark Uniform Services
Industry Consumer Services
Experience
Maritz February 2005 - October 2011
Maritz 1999 - 2005
Maritz Travel Company 1987 - 1999
Coopers & Lybrand 1984 - 1986
Skills
Internal Controls, Project Management, Change Management, Forecasting, Talent Management, Strategic Planning, Managerial Finance, Strategy, Risk Management, Finance, Team Building, Strategic Financial..., Sales, Process Improvement, Management Consulting, Pricing, Management, Leadership, Internal Audit, GAAP, Financial Services, Financial Reporting, Financial Analysis, Executive Management, Business Process, Budgets, Auditing, Analysis, Accounting, Financial Planning
Education
Saint Mary's College 1980 — 1984
BBA, Accounting
Maritz February 2005 - October 2011
Maritz 1999 - 2005
Maritz Travel Company 1987 - 1999
Coopers & Lybrand 1984 - 1986
Skills
Internal Controls, Project Management, Change Management, Forecasting, Talent Management, Strategic Planning, Managerial Finance, Strategy, Risk Management, Finance, Team Building, Strategic Financial..., Sales, Process Improvement, Management Consulting, Pricing, Management, Leadership, Internal Audit, GAAP, Financial Services, Financial Reporting, Financial Analysis, Executive Management, Business Process, Budgets, Auditing, Analysis, Accounting, Financial Planning
Education
Saint Mary's College 1980 — 1984
BBA, Accounting
Steven Sipowicz Steven Sipowicz's Coopers & Lybrand Experience 1989 - 1991
Job Chief Financial Officer at Clinicient, Inc.
Industry Hospital & Health Care
Experience
Clinicient, Inc. June 2015 - Present
ShiftWise, Inc. November 2013 - May 2015
Origin, Inc dba ShiftWise July 2010 - November 2013
Cascade Microtech July 2004 - April 2010
Corillian November 1999 - November 2003
FICS 1997 - 1999
Intrinsa Corporation October 1996 - September 1997
Integrated Systems, Inc. January 1992 - September 1996
Coopers & Lybrand 1989 - 1991
Skills
Mergers, IPO, Divestitures, Financial Modeling, Start-ups, Business Planning, Strategic Planning, SEC filings, Venture Capital, Revenue Recognition, Financial Analysis, Process Improvement, Public Companies, Forecasting, Managerial Finance, Cross-functional Team..., Budgets, Due Diligence, Corporate Finance, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 1992 — 1995
MBA, Finance
University of Bristol 1971 — 1974
BSc, Chemistry
Clinicient, Inc. June 2015 - Present
ShiftWise, Inc. November 2013 - May 2015
Origin, Inc dba ShiftWise July 2010 - November 2013
Cascade Microtech July 2004 - April 2010
Corillian November 1999 - November 2003
FICS 1997 - 1999
Intrinsa Corporation October 1996 - September 1997
Integrated Systems, Inc. January 1992 - September 1996
Coopers & Lybrand 1989 - 1991
Skills
Mergers, IPO, Divestitures, Financial Modeling, Start-ups, Business Planning, Strategic Planning, SEC filings, Venture Capital, Revenue Recognition, Financial Analysis, Process Improvement, Public Companies, Forecasting, Managerial Finance, Cross-functional Team..., Budgets, Due Diligence, Corporate Finance, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 1992 — 1995
MBA, Finance
University of Bristol 1971 — 1974
BSc, Chemistry
Houry Youssoufian, MBA, CPA Houry Youssoufian, MBA, CPA's Coopers & Lybrand Experience January 1990 - January 1995
Job Contractor SOX Implementation SEC Reporting at SAGE Therapeutics
Industry Biotechnology
Experience
SAGE Therapeutics May 2015 - Present
Alnylam Pharmaceuticals 2015 - Present
Immunetics Inc November 2011 - Present
Novartis Institutes for Biomedical Research, Inc. January 2004 - July 2011
Biotransplant Incorporated January 2001 - January 2004
Flagship Ventures January 2000 - January 2001
PFPC Inc. (formerly First Data Investor Services Group) January 1997 - January 2000
HARVARD UNIVERSITY/MANAGEMENT COMPANY January 1996 - January 1997
Coopers & Lybrand January 1990 - January 1995
MIT January 1982 - January 1990
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, SAP, GAAP, Financial Reporting, Process Improvement, Accounting, Risk Management, Budgets, Financial Accounting
Education
Harvard Business School- Executive Education- Novartis Finance Leadership Program
Novartis Finance Leadership Program
Harvard Business School- Executive Education- Novartis Finance Excellence Program
Novartis Finance Excellence Program
Simmons College - Simmons School of Management
Master of Business Administration (M.B.A.)
Harvard University-Extension
Certificate of Special Studies, Administration and Management
University of Massachusetts Boston
Bachelor of Science, Biology
SAGE Therapeutics May 2015 - Present
Alnylam Pharmaceuticals 2015 - Present
Immunetics Inc November 2011 - Present
Novartis Institutes for Biomedical Research, Inc. January 2004 - July 2011
Biotransplant Incorporated January 2001 - January 2004
Flagship Ventures January 2000 - January 2001
PFPC Inc. (formerly First Data Investor Services Group) January 1997 - January 2000
HARVARD UNIVERSITY/MANAGEMENT COMPANY January 1996 - January 1997
Coopers & Lybrand January 1990 - January 1995
MIT January 1982 - January 1990
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, SAP, GAAP, Financial Reporting, Process Improvement, Accounting, Risk Management, Budgets, Financial Accounting
Education
Harvard Business School- Executive Education- Novartis Finance Leadership Program
Novartis Finance Leadership Program
Harvard Business School- Executive Education- Novartis Finance Excellence Program
Novartis Finance Excellence Program
Simmons College - Simmons School of Management
Master of Business Administration (M.B.A.)
Harvard University-Extension
Certificate of Special Studies, Administration and Management
University of Massachusetts Boston
Bachelor of Science, Biology
Karen S. Schechter Karen S. Schechter's Coopers & Lybrand Experience 1985 - 1990
Job Program Director, Healthcare Practice Management and Assistant Professor at Maryville University
Industry Management Consulting
Experience
Maryville University June 2014 - Present
Schechter Healthcare Advisors, LLC 2011 - Present
St. Anthony's Physician Organization August 2011 - October 2013
Stone Carlie & Company, LLC 1997 - August 2011
Karen Schechter & Company, LLC 1989 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Healthcare, Healthcare Management, Revenue Cycle, Practice Management, Provider Relations, Medical Coding, Strategy, Process Improvement, Management Consulting, Medicine, Hospitals, EHR, Healthcare Industry, Health Information..., Cardiology, Physician Relations, Healthcare Consulting, Managed Care, Quality Improvement, Medical Compliance, Management, Leadership, Credentialing, Disease Management, Healthcare Information..., HIPAA, Software Documentation, Strategic Planning, Physicians, Revenue Cycle Management, Marketing, Pain Management, Neurology, Start-ups, Urology, Business Development, Medical Billing, Consulting, Orthopedic, Medicare, EMR, Dermatology, Ambulatory
Education
Saint Louis University
MBA
Saint Louis University
B.S., Health Information Management
Horton Watkins High School
Maryville University June 2014 - Present
Schechter Healthcare Advisors, LLC 2011 - Present
St. Anthony's Physician Organization August 2011 - October 2013
Stone Carlie & Company, LLC 1997 - August 2011
Karen Schechter & Company, LLC 1989 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Healthcare, Healthcare Management, Revenue Cycle, Practice Management, Provider Relations, Medical Coding, Strategy, Process Improvement, Management Consulting, Medicine, Hospitals, EHR, Healthcare Industry, Health Information..., Cardiology, Physician Relations, Healthcare Consulting, Managed Care, Quality Improvement, Medical Compliance, Management, Leadership, Credentialing, Disease Management, Healthcare Information..., HIPAA, Software Documentation, Strategic Planning, Physicians, Revenue Cycle Management, Marketing, Pain Management, Neurology, Start-ups, Urology, Business Development, Medical Billing, Consulting, Orthopedic, Medicare, EMR, Dermatology, Ambulatory
Education
Saint Louis University
MBA
Saint Louis University
B.S., Health Information Management
Horton Watkins High School
Jeffrey Brandlin Jeffrey Brandlin's Coopers & Lybrand Experience November 1973 - October 1979
Job President at Brandlin & Associates
Industry Financial Services
Experience
Brandlin & Associates January 1980 - Present
PricewaterhouseCoopers November 1973 - October 1979
Coopers & Lybrand November 1973 - October 1979
Skills
Cash Flow, Finance, Due Diligence, Corporate Finance, Loans, Financial Analysis, Financial Modeling, Credit, Portfolio Management, Business Valuation, Mergers & Acquisitions, Investment Banking, Accounting, Forensic Accounting, Restructuring, Bankruptcy, Private Equity, Auditing, Asset Based Lending, Investments, Turn Around Management, Litigation Support, Debt Restructuring, Mergers, Financial Structuring, Structured Finance, Funding, Commercial Lending, Asset Management, Capital Markets, Leveraged Finance, Mezzanine, Credit Analysis, Real Estate Economics, Executive Management, Acquisitions, M&A experience, Divestitures
Education
San Diego State University 1969 — 1972
Bachelor of Science, Accounting
Loyola High 1963 — 1967
Brandlin & Associates January 1980 - Present
PricewaterhouseCoopers November 1973 - October 1979
Coopers & Lybrand November 1973 - October 1979
Skills
Cash Flow, Finance, Due Diligence, Corporate Finance, Loans, Financial Analysis, Financial Modeling, Credit, Portfolio Management, Business Valuation, Mergers & Acquisitions, Investment Banking, Accounting, Forensic Accounting, Restructuring, Bankruptcy, Private Equity, Auditing, Asset Based Lending, Investments, Turn Around Management, Litigation Support, Debt Restructuring, Mergers, Financial Structuring, Structured Finance, Funding, Commercial Lending, Asset Management, Capital Markets, Leveraged Finance, Mezzanine, Credit Analysis, Real Estate Economics, Executive Management, Acquisitions, M&A experience, Divestitures
Education
San Diego State University 1969 — 1972
Bachelor of Science, Accounting
Loyola High 1963 — 1967
Brian Guthrie Brian Guthrie's Coopers & Lybrand Experience 1993 - 1999
Job Director, Product Management Retirement Systems at Towers Watson
Industry Management Consulting
Experience
Towers Watson 2011 - Present
Towers Watson 2002 - 2011
PwC 1999 - 2002
Coopers & Lybrand 1993 - 1999
FDP Corp. 1983 - 1992
Education
Siena College
BA, Mathematics
Towers Watson 2011 - Present
Towers Watson 2002 - 2011
PwC 1999 - 2002
Coopers & Lybrand 1993 - 1999
FDP Corp. 1983 - 1992
Education
Siena College
BA, Mathematics
Barbara Bentrup Barbara Bentrup's Coopers & Lybrand Experience July 1989 - December 1993
Job Chief Financial Officer at Delta Dental of Missouri
Industry Insurance
Experience
Delta Dental of Missouri June 2010 - Present
Capes, Sokol, Goodman & Sarachan, PC January 2009 - June 2010
UnitedHealth Group May 1997 - July 2008
UnitedHealthcare 1997 - 2008
Intensiva Healthcare May 1996 - May 1997
Price Waterhouse December 1993 - May 1996
Coopers & Lybrand July 1989 - December 1993
Skills
Internal Controls, Insurance, Financial Reporting, Accounting, Financial Analysis, Budgets
Education
Saint Louis University School of Law 2004 — 2008
J.D., Law
Saint Louis University 1999 — 2001
M.B.A., Business/Finance
University of Missouri-Saint Louis 1987 — 1989
B.S.B.A., Accounting
Delta Dental of Missouri June 2010 - Present
Capes, Sokol, Goodman & Sarachan, PC January 2009 - June 2010
UnitedHealth Group May 1997 - July 2008
UnitedHealthcare 1997 - 2008
Intensiva Healthcare May 1996 - May 1997
Price Waterhouse December 1993 - May 1996
Coopers & Lybrand July 1989 - December 1993
Skills
Internal Controls, Insurance, Financial Reporting, Accounting, Financial Analysis, Budgets
Education
Saint Louis University School of Law 2004 — 2008
J.D., Law
Saint Louis University 1999 — 2001
M.B.A., Business/Finance
University of Missouri-Saint Louis 1987 — 1989
B.S.B.A., Accounting
Jim Harp Jim Harp's Coopers & Lybrand Experience 1975 - 1979
Job sales at Ebby Halliday
Industry Real Estate
Experience
Ebby Halliday treasurerDallas Housing Finance Corp.1999 - 2009
Coopers & Lybrand 1975 - 1979
Skills
Short Sales, Real Estate, Negotiation, Contract Negotiation, Luxury, Sales, Sales Management, New Business Development, First Time Home Buyers, FHA, Sellers, New Home Sales, Investment Properties, Residential Homes, Real Estate Transactions, Selling, Property, Strategic Planning, Investors, Foreclosures, Single Family Homes, Relocation, Property Management, Mortgage Banking, Buyer Representation, Condos, Marketing Strategy, REO, Listings
Education
Southern Methodist University - Cox School of Business
MBA, finance
Yale University
BS, Electrical Engineering
Ebby Halliday treasurerDallas Housing Finance Corp.1999 - 2009
Coopers & Lybrand 1975 - 1979
Skills
Short Sales, Real Estate, Negotiation, Contract Negotiation, Luxury, Sales, Sales Management, New Business Development, First Time Home Buyers, FHA, Sellers, New Home Sales, Investment Properties, Residential Homes, Real Estate Transactions, Selling, Property, Strategic Planning, Investors, Foreclosures, Single Family Homes, Relocation, Property Management, Mortgage Banking, Buyer Representation, Condos, Marketing Strategy, REO, Listings
Education
Southern Methodist University - Cox School of Business
MBA, finance
Yale University
BS, Electrical Engineering
Hugo Bartell Hugo Bartell's Coopers & Lybrand Experience June 1980 - November 1993
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2001 - Present
Coopers & Lybrand June 1980 - November 1993
New Jersey Society of CPAs 1987 - 1988
Skills
Retirement Planning, Financial Analysis, Estate Planning
Education
Seton Hall University 1968 — 1972
Essex Catholic High School 1964 — 1968
St Anthony's
AXA Advisors September 2001 - Present
Coopers & Lybrand June 1980 - November 1993
New Jersey Society of CPAs 1987 - 1988
Skills
Retirement Planning, Financial Analysis, Estate Planning
Education
Seton Hall University 1968 — 1972
Essex Catholic High School 1964 — 1968
St Anthony's
Dena Molinaro Dena Molinaro's Coopers & Lybrand Experience September 1990 - April 1994
Job Director, External Reporting at Pfizer
Industry Pharmaceuticals
Experience
Pfizer January 2012 - Present
Medco April 2010 - January 2012
Medco April 2006 - March 2010
Medco September 2003 - March 2006
Medco September 2000 - August 2003
Merck-Medco Managed Care, L.L.C. April 2000 - August 2000
Merck November 1997 - April 2000
Merck April 1994 - October 1997
Coopers & Lybrand September 1990 - April 1994
Skills
Auditing, Variance Analysis, Internal Controls, Accounting, XBRL, Sarbanes-Oxley Act, Financial Reporting, Big 4, Finance, JD Edwards, Financial Accounting, General Ledger, Policy, Financial Analysis, Consolidation, Managerial Finance
Education
Seton Hall University 1986 — 2000
BS, Accounting
Pfizer January 2012 - Present
Medco April 2010 - January 2012
Medco April 2006 - March 2010
Medco September 2003 - March 2006
Medco September 2000 - August 2003
Merck-Medco Managed Care, L.L.C. April 2000 - August 2000
Merck November 1997 - April 2000
Merck April 1994 - October 1997
Coopers & Lybrand September 1990 - April 1994
Skills
Auditing, Variance Analysis, Internal Controls, Accounting, XBRL, Sarbanes-Oxley Act, Financial Reporting, Big 4, Finance, JD Edwards, Financial Accounting, General Ledger, Policy, Financial Analysis, Consolidation, Managerial Finance
Education
Seton Hall University 1986 — 2000
BS, Accounting
Robert Hilliard Robert Hilliard's Coopers & Lybrand Experience March 1982 - April 1985
Job Principal & Founder ManhattanonRouge Communications, LLC
Industry Management Consulting
Experience
Manhattan-On-Rouge Communications, LLC January 2004 - Present
Oakland County Cruisers January 2008 - March 2011
GKN Sinter Metals December 1998 - December 2003
Skylands Park Management, Inc. January 1991 - September 1997
Hamilton Redbirds 1991 - 1992
Hamilton Redbirds 1991 - 1992
Booz Allen Hamilton June 1988 - July 1991
Rubenstein, Wolfson & Co. June 1985 - May 1988
Coopers & Lybrand March 1982 - April 1985
Skills
Leader, Organizer, Motivator, Public Relations, Leadership, Marketing Communications, Direct Marketing, Market Research, Media Relations, Sports, Team Building, Advertising
Education
University of Georgia Grady College of Journalism & Mass Communication 1977 — 1978
MA, Mass Communication
Seton Hall University 1975 — 1977
MA, History
University of Virginia 1970 — 1974
BA, History
Manhattan-On-Rouge Communications, LLC January 2004 - Present
Oakland County Cruisers January 2008 - March 2011
GKN Sinter Metals December 1998 - December 2003
Skylands Park Management, Inc. January 1991 - September 1997
Hamilton Redbirds 1991 - 1992
Hamilton Redbirds 1991 - 1992
Booz Allen Hamilton June 1988 - July 1991
Rubenstein, Wolfson & Co. June 1985 - May 1988
Coopers & Lybrand March 1982 - April 1985
Skills
Leader, Organizer, Motivator, Public Relations, Leadership, Marketing Communications, Direct Marketing, Market Research, Media Relations, Sports, Team Building, Advertising
Education
University of Georgia Grady College of Journalism & Mass Communication 1977 — 1978
MA, Mass Communication
Seton Hall University 1975 — 1977
MA, History
University of Virginia 1970 — 1974
BA, History
Patti Lawrence Patti Lawrence's Coopers & Lybrand Experience 1993 - 1996
Job
Industry Financial Services
Experience
Refer to Additional Information below June 2001 - Present
Career Notes: 2001 - 2011
Deloitte & Touche 1996 - 2001
Deloitte & Touche LLP 1996 - 2001
Coopers & Lybrand 1993 - 1996
Campos & Stratis 1990 - 1993
Education
Southern Methodist University - Cox School of Business 1986 — 1990
BBA, Accounting
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Finance
West Brook High School
Refer to Additional Information below June 2001 - Present
Career Notes: 2001 - 2011
Deloitte & Touche 1996 - 2001
Deloitte & Touche LLP 1996 - 2001
Coopers & Lybrand 1993 - 1996
Campos & Stratis 1990 - 1993
Education
Southern Methodist University - Cox School of Business 1986 — 1990
BBA, Accounting
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Finance
West Brook High School
Robert Houston Robert Houston's Coopers & Lybrand Experience August 1987 - March 1992
Job Shareholder Tax
Industry Accounting
Experience
Burr Pilger Mayer June 2011 - Present
CBIZ Accounting, Tax and Advisory Services, LLC July 2005 - June 2011
SquareTrade 2000 - 2011
Robert A. Houston, CPA 2003 - 2005
Deloitte & Touche February 1998 - December 2001
Grant Thornton January 1993 - February 1998
Coopers & Lybrand August 1987 - March 1992
Education
San Francisco State University 1975 — 1977
Las Lomas High School 1967 — 1971
Burr Pilger Mayer June 2011 - Present
CBIZ Accounting, Tax and Advisory Services, LLC July 2005 - June 2011
SquareTrade 2000 - 2011
Robert A. Houston, CPA 2003 - 2005
Deloitte & Touche February 1998 - December 2001
Grant Thornton January 1993 - February 1998
Coopers & Lybrand August 1987 - March 1992
Education
San Francisco State University 1975 — 1977
Las Lomas High School 1967 — 1971
Chris Modrzynski Chris Modrzynski's Coopers & Lybrand Experience 1978 - 1981
Job President/CEO
Industry Executive Office
Experience
IPI Sports Group,LLC June 2011 - Present
Furniture Factory LLC July 2000 - Present
Corporate Essentials, LLC October 2013 - April 2015
Vistage International May 2013 - September 2013
New Jersey Devils January 1987 - June 2011
New Jersey Nets June 2001 - March 2004
Video Services Corp April 1997 - October 1997
National Broadcasting Company June 1981 - January 1987
Coopers & Lybrand 1978 - 1981
Skills
Ticket Sales, Sports Management, Sponsorship Sales, Sponsorship, Sports Marketing, Budgets, Sports, Event Management, Event Planning, Relationship Marketing, Executive Coaching, Customer Service, Public Relations, Marketing, Social Networking, Baseball, Social Media, Entrepreneurship, Fundraising, Leadership, Leadership Development, Team Leadership, Facebook, Sales, Management, Social Media Marketing, Management Consulting, New Business Development, Football, Advertising, Business Coaching, Marketing Strategy, Broadcast, Small Business, Strategic Partnerships, Public Speaking, Coaching, Media Relations, Marketing Communications, Strategic Planning, Team Building, Business Planning, Online Marketing, Strategy, Negotiation
Education
Seton Hall University 1974 — 1978
BS in BA, Accounting
IPI Sports Group,LLC June 2011 - Present
Furniture Factory LLC July 2000 - Present
Corporate Essentials, LLC October 2013 - April 2015
Vistage International May 2013 - September 2013
New Jersey Devils January 1987 - June 2011
New Jersey Nets June 2001 - March 2004
Video Services Corp April 1997 - October 1997
National Broadcasting Company June 1981 - January 1987
Coopers & Lybrand 1978 - 1981
Skills
Ticket Sales, Sports Management, Sponsorship Sales, Sponsorship, Sports Marketing, Budgets, Sports, Event Management, Event Planning, Relationship Marketing, Executive Coaching, Customer Service, Public Relations, Marketing, Social Networking, Baseball, Social Media, Entrepreneurship, Fundraising, Leadership, Leadership Development, Team Leadership, Facebook, Sales, Management, Social Media Marketing, Management Consulting, New Business Development, Football, Advertising, Business Coaching, Marketing Strategy, Broadcast, Small Business, Strategic Partnerships, Public Speaking, Coaching, Media Relations, Marketing Communications, Strategic Planning, Team Building, Business Planning, Online Marketing, Strategy, Negotiation
Education
Seton Hall University 1974 — 1978
BS in BA, Accounting
Marty Brogden Marty Brogden's Coopers & Lybrand Experience 1981 - 1991
Job CFO at Port Logistics Group
Industry Logistics and Supply Chain
Experience
Port Logistics Group March 2015 - Present
Agility Logistics 2007 - 2015
Kenelly CFO, LLC 2004 - 2007
White Brothers Performance Products, Inc. 2003 - 2004
Cam Watch Systems, Inc. 2001 - 2003
EPS Solutions Corporation 1999 - 2001
Reid Plastics, Inc. 1995 - 1998
Tycom Corporation 1991 - 1995
Coopers & Lybrand 1981 - 1991
Skills
Financial Analysis, Logistics, Corporate Finance, Forecasting, Accounting, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Acquisition Integration, Managerial Finance, Freight Forwarding, Financial Reporting, Mergers, Financial Accounting, Cash Flow Forecasting, Operations Management, Business Process..., Financial Modeling, Finance, Budgets, Cash Flow, Consolidation, Auditing, Supply Chain, Cash Management, Cost Accounting, Internal Controls, Business Planning, Supply Chain Management, Process Improvement, GAAP, US GAAP, Hyperion Enterprise
Education
San Diego State University-California State University 1978 — 1980
Bachelor's degree, Accounting and Finance, Deans List each semester
San Diego State University-California State University 1978 — 1980
BS - Accounting, Accounting and Finance
Port Logistics Group March 2015 - Present
Agility Logistics 2007 - 2015
Kenelly CFO, LLC 2004 - 2007
White Brothers Performance Products, Inc. 2003 - 2004
Cam Watch Systems, Inc. 2001 - 2003
EPS Solutions Corporation 1999 - 2001
Reid Plastics, Inc. 1995 - 1998
Tycom Corporation 1991 - 1995
Coopers & Lybrand 1981 - 1991
Skills
Financial Analysis, Logistics, Corporate Finance, Forecasting, Accounting, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Acquisition Integration, Managerial Finance, Freight Forwarding, Financial Reporting, Mergers, Financial Accounting, Cash Flow Forecasting, Operations Management, Business Process..., Financial Modeling, Finance, Budgets, Cash Flow, Consolidation, Auditing, Supply Chain, Cash Management, Cost Accounting, Internal Controls, Business Planning, Supply Chain Management, Process Improvement, GAAP, US GAAP, Hyperion Enterprise
Education
San Diego State University-California State University 1978 — 1980
Bachelor's degree, Accounting and Finance, Deans List each semester
San Diego State University-California State University 1978 — 1980
BS - Accounting, Accounting and Finance
Robert Pudlak's Coopers & Lybrand Experience 1974 - 1985
Job Chief Financial Officer at The Seeing Eye
Industry Nonprofit Organization Management
Experience
The Seeing Eye 2008 - Present
Winchester Gardens July 2008 - July 2013
Bergen Regional Medical Center 2004 - 2007
Kessler Rehabilitation Corporation 1999 - 2003
Atacama Minerals 1997 - 1999
Alpharma 1985 - 1996
Coopers & Lybrand 1974 - 1985
Education
Seton Hall University 1970 — 1974
BS, Accounting
The Seeing Eye 2008 - Present
Winchester Gardens July 2008 - July 2013
Bergen Regional Medical Center 2004 - 2007
Kessler Rehabilitation Corporation 1999 - 2003
Atacama Minerals 1997 - 1999
Alpharma 1985 - 1996
Coopers & Lybrand 1974 - 1985
Education
Seton Hall University 1970 — 1974
BS, Accounting
Jan Yarak, PMP, SCPM Jan Yarak, PMP, SCPM's Coopers & Lybrand Experience 1989 - 1995
Job Business Release / Project Manager at Visa
Industry Information Technology and Services
Experience
Visa September 2011 - Present
eBay April 2010 - August 2011
Washington Mutual 2002 - 2008
Visa 2000 - 2001
Visa 1998 - 2000
Visa / Inovant 1997 - 1998
The Systems Team, Inc. 1996 - 1997
Coopers & Lybrand 1989 - 1995
Skills
PMP, Project Planning, Business Process..., PMO, SDLC, Management, Process Improvement, Project Management, Project Delivery, Management Consulting, Program Management, Cross-functional Team..., Risk Management, Training, Business Analysis, Integration, Requirements Analysis
Education
Stanford University 2012 — 2013
SCPM
PMI - Project Management Institute 2005 — 2005
PMP
Smith College
BA
Visa September 2011 - Present
eBay April 2010 - August 2011
Washington Mutual 2002 - 2008
Visa 2000 - 2001
Visa 1998 - 2000
Visa / Inovant 1997 - 1998
The Systems Team, Inc. 1996 - 1997
Coopers & Lybrand 1989 - 1995
Skills
PMP, Project Planning, Business Process..., PMO, SDLC, Management, Process Improvement, Project Management, Project Delivery, Management Consulting, Program Management, Cross-functional Team..., Risk Management, Training, Business Analysis, Integration, Requirements Analysis
Education
Stanford University 2012 — 2013
SCPM
PMI - Project Management Institute 2005 — 2005
PMP
Smith College
BA
Sylvia Ender Sylvia Ender's Coopers & Lybrand Experience August 1995 - October 1996
Job Former Owner, Fitness Express Manhattan, Inc.
Industry Recreational Facilities and Services
Experience
Fitness Express Manhattan, Inc. October 2004 - January 2008
Viacom October 1996 - August 2003
Coopers & Lybrand August 1995 - October 1996
J.P. Morgan January 1993 - June 1995
Electronic Data Systems January 1988 - November 1992
Education
San Diego State University-California State University 1980 — 1986
B.S. & M.S., Business/Finance
Fitness Express Manhattan, Inc. October 2004 - January 2008
Viacom October 1996 - August 2003
Coopers & Lybrand August 1995 - October 1996
J.P. Morgan January 1993 - June 1995
Electronic Data Systems January 1988 - November 1992
Education
San Diego State University-California State University 1980 — 1986
B.S. & M.S., Business/Finance
Grant Brisacher Grant Brisacher's Coopers & Lybrand Experience 1982 - 1986
Job
Industry Management Consulting
Experience
B2B CFO® May 2005 - Present
Orlimar Golf Company November 2000 - December 2002
McGladrey & Pullen, LLP November 1994 - November 2000
Coopers & Lybrand 1982 - 1986
Skills
Financial Forecasting, Accounting, Strategic Planning, Banking Relationships, Mergers, Business exit planning, Part-Time CFO Services, Cash-flow Management, Cash Management, Professional Services, Lean Manufacturing, Wholesale Operations, Financial Projection, Financial Policies &..., Internal Controls, Staff Management, Business Coaching, Risk Management, Financial Statements, Financial Ratio..., Working Capital..., Exit Strategies, Cash Flow Forecasting, Management, Budgets, Mergers & Acquisitions, Forecasting, Banking, Cash Flow, Finance, Business Planning, GAAP, Auditing, Managerial Finance, Restructuring, Executive Management, Analysis, Leadership, Strategic Financial..., Financial Analysis, Financial Reporting, Due Diligence, CPA, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 1979 — 1981
BS, Business Administration
B2B CFO® May 2005 - Present
Orlimar Golf Company November 2000 - December 2002
McGladrey & Pullen, LLP November 1994 - November 2000
Coopers & Lybrand 1982 - 1986
Skills
Financial Forecasting, Accounting, Strategic Planning, Banking Relationships, Mergers, Business exit planning, Part-Time CFO Services, Cash-flow Management, Cash Management, Professional Services, Lean Manufacturing, Wholesale Operations, Financial Projection, Financial Policies &..., Internal Controls, Staff Management, Business Coaching, Risk Management, Financial Statements, Financial Ratio..., Working Capital..., Exit Strategies, Cash Flow Forecasting, Management, Budgets, Mergers & Acquisitions, Forecasting, Banking, Cash Flow, Finance, Business Planning, GAAP, Auditing, Managerial Finance, Restructuring, Executive Management, Analysis, Leadership, Strategic Financial..., Financial Analysis, Financial Reporting, Due Diligence, CPA, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 1979 — 1981
BS, Business Administration
Neil Paschall Neil Paschall's Coopers & Lybrand Experience 1974 - 1980
Job Savvy Investment Banker at Paschall Capital, Inc., Middle Market M&A and Capital Formation
Industry Investment Banking
Experience
Paschall Capital, Inc. September 2014 - Present
The McLean Group, LLC December 2005 - September 2014
Paschall Capital, Inc. August 1988 - December 2008
Computer Sciences Corporation 1984 - 1988
Aerojet General Corporation 1980 - 1984
Coopers & Lybrand 1974 - 1980
Skills
Business Valuation, Divestitures, Capital Formation, Fairness Opinions, Litigation Consulting, Mergers, Investment Banking, Restructuring, Corporate Actions, Private Equity, Valuation, Recapitalizations, Sell Side, M&A experience, LBO, Mergers & Acquisitions, Investments, Finance, Capital Markets, Due Diligence, Corporate Development, Start-ups, Private Placements, Venture Capital, Financial Advisory, Deal Sourcing, Emerging Markets, Strategic Financial..., Corporate Finance, Financial Modeling, Acquisitions, Exit Strategies, Financial Reporting, Equities, Financial Planning
Education
Stanford University Graduate School of Business 2002 — 2002
Executive, Advanced Negotiation Program
San Francisco State University 1970 — 1974
BA, magna cum laude, International Finance
Lindsay High School 1962 — 1966
Paschall Capital, Inc. September 2014 - Present
The McLean Group, LLC December 2005 - September 2014
Paschall Capital, Inc. August 1988 - December 2008
Computer Sciences Corporation 1984 - 1988
Aerojet General Corporation 1980 - 1984
Coopers & Lybrand 1974 - 1980
Skills
Business Valuation, Divestitures, Capital Formation, Fairness Opinions, Litigation Consulting, Mergers, Investment Banking, Restructuring, Corporate Actions, Private Equity, Valuation, Recapitalizations, Sell Side, M&A experience, LBO, Mergers & Acquisitions, Investments, Finance, Capital Markets, Due Diligence, Corporate Development, Start-ups, Private Placements, Venture Capital, Financial Advisory, Deal Sourcing, Emerging Markets, Strategic Financial..., Corporate Finance, Financial Modeling, Acquisitions, Exit Strategies, Financial Reporting, Equities, Financial Planning
Education
Stanford University Graduate School of Business 2002 — 2002
Executive, Advanced Negotiation Program
San Francisco State University 1970 — 1974
BA, magna cum laude, International Finance
Lindsay High School 1962 — 1966
J. Matthew Firra CPA J. Matthew Firra CPA's Coopers & Lybrand Experience August 1989 - April 1994
Job Chief Financial Officer (CFO)
Industry Information Technology and Services
Experience
AXIOM Sales Force Development, LLC. July 2013 - April 2014
Concentric Cloud Solutions September 2011 - January 2013
XO Communications May 2010 - August 2012
XO Communications June 2009 - April 2010
XO One, XO Interactive, XO Real Estate September 1998 - May 2009
VarTec Telecom June 1995 - September 1998
Ranger Broadcasting, L.P. May 1994 - April 1995
Coopers & Lybrand August 1989 - April 1994
Skills
Forecasting, Mergers & Acquisitions, Start-ups, Finance, Financial Modeling, Financial Analysis, Managerial Finance, Leadership, Telecommunications, Cloud Computing, Strategic Planning, Management, Mergers, Due Diligence, Business Planning, Business Development, Corporate Finance, Contract Negotiation, Internal Controls, Accounting, Process Improvement, IVR, GAAP, Budgets, Revenue Recognition, Salesforce.com, Private Equity, Business Strategy, Turn Around Management, Partnering, Month End Close, Balanced Scorecard, Residuals, Sales Compensation, Analytics, Proformas, Vendor Relationships, Credit Analysis, Collection Strategy, Acquisition Assessment, IPO, Revenue Assurance, Revenue Analysis, Revenue Modeling, Expense Allocation, Expense Budget..., Cloud Communications, Cloud Storage, Auditing, Contract Management
Education
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Finance and Accounting
Lake Highlands High School
AXIOM Sales Force Development, LLC. July 2013 - April 2014
Concentric Cloud Solutions September 2011 - January 2013
XO Communications May 2010 - August 2012
XO Communications June 2009 - April 2010
XO One, XO Interactive, XO Real Estate September 1998 - May 2009
VarTec Telecom June 1995 - September 1998
Ranger Broadcasting, L.P. May 1994 - April 1995
Coopers & Lybrand August 1989 - April 1994
Skills
Forecasting, Mergers & Acquisitions, Start-ups, Finance, Financial Modeling, Financial Analysis, Managerial Finance, Leadership, Telecommunications, Cloud Computing, Strategic Planning, Management, Mergers, Due Diligence, Business Planning, Business Development, Corporate Finance, Contract Negotiation, Internal Controls, Accounting, Process Improvement, IVR, GAAP, Budgets, Revenue Recognition, Salesforce.com, Private Equity, Business Strategy, Turn Around Management, Partnering, Month End Close, Balanced Scorecard, Residuals, Sales Compensation, Analytics, Proformas, Vendor Relationships, Credit Analysis, Collection Strategy, Acquisition Assessment, IPO, Revenue Assurance, Revenue Analysis, Revenue Modeling, Expense Allocation, Expense Budget..., Cloud Communications, Cloud Storage, Auditing, Contract Management
Education
Southern Methodist University - Cox School of Business 1985 — 1989
BBA, Finance and Accounting
Lake Highlands High School
Stephanie Kowitz Stephanie Kowitz's Coopers & Lybrand Experience September 1992 - April 1996
Job Senior Manager Shopper Insights Convenience Retail at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company December 2013 - Present
Coca-Cola Refreshments June 2008 - Present
Eastman Kodak April 1999 - September 2006
Kimberly-Clark April 1996 - April 1999
Coopers & Lybrand September 1992 - April 1996
Skills
Category Management, Shopper Marketing, Consumer Behaviour, Management, Behavioral Targeting, Consumer Products, Cross-functional Team..., Forecasting, Retail Category..., Customer Insight, FMCG, Product Development, P&L Management, Trade Marketing, Categorization, Retail, Sales Operations, Strategy, Competitive Analysis
Education
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, Accounting
The Coca-Cola Company December 2013 - Present
Coca-Cola Refreshments June 2008 - Present
Eastman Kodak April 1999 - September 2006
Kimberly-Clark April 1996 - April 1999
Coopers & Lybrand September 1992 - April 1996
Skills
Category Management, Shopper Marketing, Consumer Behaviour, Management, Behavioral Targeting, Consumer Products, Cross-functional Team..., Forecasting, Retail Category..., Customer Insight, FMCG, Product Development, P&L Management, Trade Marketing, Categorization, Retail, Sales Operations, Strategy, Competitive Analysis
Education
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, Accounting
Thomas Bland Thomas Bland's Coopers & Lybrand Experience 1993 - 1996
Job Owner and Principal at Sequoia Financial Consulting, PC
Industry Financial Services
Experience
Sequoia Financial Consulting, PC January 1996 - Present
International Living Future Institute October 2009 - Present
Wild Salmon Center May 2003 - October 2009
Accelerant Networks 2001 - 2003
New Edge Networks 1999 - 2001
J Stream 1998 - 1999
Datalink Systems Corp 1996 - 1999
Semotus Solutions 1996 - 1999
Biosafe 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Taxes, Tax Planning, Strategic Planning, Business Advisory, Non-profits, Financial Accounting, Inventory Management, Not for Profit, Business Operations, Tax, Financial Planners, Fundraising
Education
Sonoma State University 1983 — 1985
PostBac Finance and Accounting, Accounting and Finance
University of Arizona 1973 — 1974
MS, Genetics
University of California, Davis 1970 — 1973
BS, Genetics
Sequoia Financial Consulting, PC January 1996 - Present
International Living Future Institute October 2009 - Present
Wild Salmon Center May 2003 - October 2009
Accelerant Networks 2001 - 2003
New Edge Networks 1999 - 2001
J Stream 1998 - 1999
Datalink Systems Corp 1996 - 1999
Semotus Solutions 1996 - 1999
Biosafe 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Taxes, Tax Planning, Strategic Planning, Business Advisory, Non-profits, Financial Accounting, Inventory Management, Not for Profit, Business Operations, Tax, Financial Planners, Fundraising
Education
Sonoma State University 1983 — 1985
PostBac Finance and Accounting, Accounting and Finance
University of Arizona 1973 — 1974
MS, Genetics
University of California, Davis 1970 — 1973
BS, Genetics
Robert J. Iracane Robert J. Iracane's Coopers & Lybrand Experience June 1969 - February 1973
Job Owner, Robert J. Iracane CPA
Industry Accounting
Experience
Robert J. Iracane CPA September 1982 - Present
Williams & Watts Inc October 1982 - August 1988
Hoffman Equipment Inc February 1973 - September 1982
Triumph Motorcycles February 1973 - February 1974
Coopers & Lybrand June 1969 - February 1973
Skills
Trusts, QuickBooks, Financial Reporting, Small Business, Tax, Accounting, Managerial Finance, Strategic Planning, Internal Controls, Management Consulting, Business Planning, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Corporate Tax, CPA, Tax Returns, Income Tax, Tax Preparation, Partnership Taxation, Sales Tax, Accountants, Tax Accounting, Business Formation, IRS, S Corporations, Payroll Taxes, Estate Tax Planning, Tax Advisory
Education
Seton Hall University 1984 — 1986
MS, Taxation
Seton Hall University 1965 — 1969
BS, Accounting
Robert J. Iracane CPA September 1982 - Present
Williams & Watts Inc October 1982 - August 1988
Hoffman Equipment Inc February 1973 - September 1982
Triumph Motorcycles February 1973 - February 1974
Coopers & Lybrand June 1969 - February 1973
Skills
Trusts, QuickBooks, Financial Reporting, Small Business, Tax, Accounting, Managerial Finance, Strategic Planning, Internal Controls, Management Consulting, Business Planning, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Corporate Tax, CPA, Tax Returns, Income Tax, Tax Preparation, Partnership Taxation, Sales Tax, Accountants, Tax Accounting, Business Formation, IRS, S Corporations, Payroll Taxes, Estate Tax Planning, Tax Advisory
Education
Seton Hall University 1984 — 1986
MS, Taxation
Seton Hall University 1965 — 1969
BS, Accounting
Bret Johnsen Bret Johnsen's Coopers & Lybrand Experience 1991 - 1995
Job CFO & President of Strategic Acquisitions Group at SpaceX
Industry Semiconductors
Experience
Space Exploration Technologies May 2011 - Present
Mindspeed Technologies, Inc. 2008 - May 2011
Broadcom October 1999 - June 2008
Coopers & Lybrand 1991 - 1995
Education
San Diego State University-California State University
Master's degree, Finance, General
University of Southern California
Bachelor of Science (BS), Accounting
Space Exploration Technologies May 2011 - Present
Mindspeed Technologies, Inc. 2008 - May 2011
Broadcom October 1999 - June 2008
Coopers & Lybrand 1991 - 1995
Education
San Diego State University-California State University
Master's degree, Finance, General
University of Southern California
Bachelor of Science (BS), Accounting
Andy MacDougall Andy MacDougall's Coopers & Lybrand Experience January 1996 - January 1997
Job Independent Consultant / CFO for Hire Various Companies
Industry Accounting
Experience
PetFocus Veterinary Group January 2011 - Present
SolutionInc September 2010 - Present
Andy MacDougall Consulting Inc. September 2009 - Present
MacDougall Consulting Ltd January 2009 - Present
Grant Thornton LLP - Financial Advisory Services September 2007 - July 2009
PriceWaterhouseCoopers - Financial Advisory Services January 2001 - January 2007
Cedarbridge Academy January 1997 - January 2000
Coopers & Lybrand January 1996 - January 1997
Coopers & Lybrand January 1990 - January 1996
Skills
Mergers & Acquisitions, Forecasting, Corporate Finance, Finance, Financial Reporting, Accounting, Due Diligence, Financial Modeling, New Business Development, Mergers, Valuation, Financial Analysis, Financial Accounting, Analysis, Internal Controls, Auditing
Education
Saint Mary's University 1990 — 1990
Bachelor of Commerce
Institute of Chartered Accountants of Nova Scotia
1993
Institute of Chartered Business Valuators
2004
PetFocus Veterinary Group January 2011 - Present
SolutionInc September 2010 - Present
Andy MacDougall Consulting Inc. September 2009 - Present
MacDougall Consulting Ltd January 2009 - Present
Grant Thornton LLP - Financial Advisory Services September 2007 - July 2009
PriceWaterhouseCoopers - Financial Advisory Services January 2001 - January 2007
Cedarbridge Academy January 1997 - January 2000
Coopers & Lybrand January 1996 - January 1997
Coopers & Lybrand January 1990 - January 1996
Skills
Mergers & Acquisitions, Forecasting, Corporate Finance, Finance, Financial Reporting, Accounting, Due Diligence, Financial Modeling, New Business Development, Mergers, Valuation, Financial Analysis, Financial Accounting, Analysis, Internal Controls, Auditing
Education
Saint Mary's University 1990 — 1990
Bachelor of Commerce
Institute of Chartered Accountants of Nova Scotia
1993
Institute of Chartered Business Valuators
2004
Laura Pephens Laura Pephens's Coopers & Lybrand Experience 1992 - 1995
Job Managing Director at Pephens & Co., Inc.
Industry Real Estate
Experience
Pephens & Co., Inc. October 2014 - Present
Residential Wholesale Mortgage, Inc. August 2010 - August 2014
Pephens & Co., Inc. September 1995 - December 2010
Coopers & Lybrand 1992 - 1995
Grant Thornton 1989 - 1992
Touche Ross 1982 - 1989
Skills
Mortgage Banking, Loans, FHA, Mortgage Lending, Finance, Risk Management, Residential Mortgages, Credit, Loan Origination, Real Estate, Banking, Management, Credit Analysis, Refinance
Education
San Diego State University-California State University 1978 — 1982
Pephens & Co., Inc. October 2014 - Present
Residential Wholesale Mortgage, Inc. August 2010 - August 2014
Pephens & Co., Inc. September 1995 - December 2010
Coopers & Lybrand 1992 - 1995
Grant Thornton 1989 - 1992
Touche Ross 1982 - 1989
Skills
Mortgage Banking, Loans, FHA, Mortgage Lending, Finance, Risk Management, Residential Mortgages, Credit, Loan Origination, Real Estate, Banking, Management, Credit Analysis, Refinance
Education
San Diego State University-California State University 1978 — 1982
Tricia Gilmore Tricia Gilmore's Coopers & Lybrand Experience 1996 - 1998
Job Assistant Controller at L3 Communications, Linkabit
Industry Defense & Space
Experience
L-3 Communications, Linkabit November 2012 - Present
Quake Global June 2012 - November 2012
Cubic Corporation 2006 - June 2012
WIS International 2005 - 2005
City of Santee 2003 - 2004
LMA North America 2000 - 2003
Price Waterhouse Coopers 1998 - 2000
Coopers & Lybrand 1996 - 1998
Skills
Revenue Recognition, Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, Financial Accounting, US GAAP, Cost Accounting, Internal Controls, Auditing, Forecasting, Strategic Financial..., General Ledger, Accounting, GAAP, Managerial Finance, Variance Analysis, Budgets, Mergers & Acquisitions, Financial Planning
Education
San Diego State University-California State University 1992 — 1996
BS, Accountancy
Patrick Henry High School
L-3 Communications, Linkabit November 2012 - Present
Quake Global June 2012 - November 2012
Cubic Corporation 2006 - June 2012
WIS International 2005 - 2005
City of Santee 2003 - 2004
LMA North America 2000 - 2003
Price Waterhouse Coopers 1998 - 2000
Coopers & Lybrand 1996 - 1998
Skills
Revenue Recognition, Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, Financial Accounting, US GAAP, Cost Accounting, Internal Controls, Auditing, Forecasting, Strategic Financial..., General Ledger, Accounting, GAAP, Managerial Finance, Variance Analysis, Budgets, Mergers & Acquisitions, Financial Planning
Education
San Diego State University-California State University 1992 — 1996
BS, Accountancy
Patrick Henry High School
Paul Courtney, CPA, MBA, FACHE Paul Courtney, CPA, MBA, FACHE's Coopers & Lybrand Experience August 1983 - October 1991
Job Controller at Next Health
Industry Hospital & Health Care
Experience
Forge Health System May 2014 - Present
Tatum, a Randstad Company April 2013 - April 2014
Valley Baptist Health System, a JV with Vanguard Health Systems 2010 - January 2013
Financial Resource Group, LLC January 2008 - May 2009
Community Hospital Corporation February 2000 - December 2007
Children's Medical Center of Dallas November 1991 - February 2000
Coopers & Lybrand August 1983 - October 1991
Skills
Financial Analysis, Turn Around Management, Treasury, Healthcare, Process Improvement, Strategic Planning, Hospitals, Managerial Finance, Mergers, Financial Reporting, Forecasting, Accounting, Budgets, Cash Management, Leadership, Healthcare Industry, Physician Relations, Managed Care, Revenue Cycle Management, Finance, Mergers, Strategic Financial..., Strategy
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA
The University of Texas at Arlington 1979 — 1983
BA, Political Science
Forge Health System May 2014 - Present
Tatum, a Randstad Company April 2013 - April 2014
Valley Baptist Health System, a JV with Vanguard Health Systems 2010 - January 2013
Financial Resource Group, LLC January 2008 - May 2009
Community Hospital Corporation February 2000 - December 2007
Children's Medical Center of Dallas November 1991 - February 2000
Coopers & Lybrand August 1983 - October 1991
Skills
Financial Analysis, Turn Around Management, Treasury, Healthcare, Process Improvement, Strategic Planning, Hospitals, Managerial Finance, Mergers, Financial Reporting, Forecasting, Accounting, Budgets, Cash Management, Leadership, Healthcare Industry, Physician Relations, Managed Care, Revenue Cycle Management, Finance, Mergers, Strategic Financial..., Strategy
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA
The University of Texas at Arlington 1979 — 1983
BA, Political Science
Jeanne Goddard Jeanne Goddard's Coopers & Lybrand Experience January 1994 - December 1998
Job Board of Directors SicommNet
Industry Accounting
Experience
SicommNet February 2013 - Present
NGS, LLP February 2007 - Present
Goddard Accounting Services 1998 - 2007
Coopers & Lybrand January 1994 - December 1998
Skills
Reconstructive Accountng, QuickbooksPro Advisor, Forensic Accounting, Certified Fraud Examiner, Litigation Support, Accounting, Restructuring, Tax, CPA, Bankruptcy, Income Tax, Management Consulting, GAAP, Finance, SEC filings, Due Diligence, Budgets, Financial Analysis, Auditing, Strategic Planning, SEC Filings
Education
San Diego State University-California State University 1993 — 1995
Masters, Accountancy, Emphasis in Taxation
SicommNet February 2013 - Present
NGS, LLP February 2007 - Present
Goddard Accounting Services 1998 - 2007
Coopers & Lybrand January 1994 - December 1998
Skills
Reconstructive Accountng, QuickbooksPro Advisor, Forensic Accounting, Certified Fraud Examiner, Litigation Support, Accounting, Restructuring, Tax, CPA, Bankruptcy, Income Tax, Management Consulting, GAAP, Finance, SEC filings, Due Diligence, Budgets, Financial Analysis, Auditing, Strategic Planning, SEC Filings
Education
San Diego State University-California State University 1993 — 1995
Masters, Accountancy, Emphasis in Taxation
Robin (Risso) Casey Robin (Risso) Casey's Coopers & Lybrand Experience 1989 - 1992
Job Controller at Andreessen Horowitz
Industry Venture Capital & Private Equity
Experience
Andreessen Horowitz March 2012 - Present
Formative Ventures July 2007 - March 2012
Sierra Ventures 2003 - 2007
inSilicon 2002 - 2003
Greenough Consulting Group 2000 - 2003
FogDog Sports 2000 - 2001
Citicorp Bankers Leasing 1995 - 1999
Peninsula Laboratories 1994 - 1995
Core-Mark International 1992 - 1994
Coopers & Lybrand 1989 - 1992
Skills
Venture Capital, Accounting, Corporate Development, Mergers & Acquisitions, Revenue Recognition, Mergers, Due Diligence, Start-ups, Private Equity, Financial Modeling, Investments, Management
Education
Saint Mary's College of California 1985 — 1989
Andreessen Horowitz March 2012 - Present
Formative Ventures July 2007 - March 2012
Sierra Ventures 2003 - 2007
inSilicon 2002 - 2003
Greenough Consulting Group 2000 - 2003
FogDog Sports 2000 - 2001
Citicorp Bankers Leasing 1995 - 1999
Peninsula Laboratories 1994 - 1995
Core-Mark International 1992 - 1994
Coopers & Lybrand 1989 - 1992
Skills
Venture Capital, Accounting, Corporate Development, Mergers & Acquisitions, Revenue Recognition, Mergers, Due Diligence, Start-ups, Private Equity, Financial Modeling, Investments, Management
Education
Saint Mary's College of California 1985 — 1989
Cheryl Suchors Cheryl Suchors's Coopers & Lybrand Experience 1984 - 1991
Job Writer of nonfiction, essay, memoir, poetry, fiction at Write to Learn What You Think
Industry Writing and Editing
Experience
Freelance 1997 - Present
Appalachian Mountain Club 2010 - 2012
Hillary R. Clinton Campaign for Presidency 2008 - 2008
Coopers & Lybrand 1984 - 1991
National Consumer Cooperative Bank 1982 - 1984
Harbridge House, Inc 1977 - 1982
Skills
Creative Writing, Strategic Thinking, Group Dynamics, Leadership Development, Organizational..., Writing, Books, Editing, Publishing, Fiction, Non-profits, Strategy, Proofreading, Art, Copy Editing, Blogging, Nonprofits, Poetry, Freelance Writing, Magazines, Publications, Fiction Writing, Literature, Published Author, Web Content, Newsletters, Storytelling, Feature Articles, Editorial, Content Development
Education
Harvard Busines 1975 — 1977
Master of Business Administration, General Management
Smith College 1968 — 1972
AB, Hispanic Studies
Freelance 1997 - Present
Appalachian Mountain Club 2010 - 2012
Hillary R. Clinton Campaign for Presidency 2008 - 2008
Coopers & Lybrand 1984 - 1991
National Consumer Cooperative Bank 1982 - 1984
Harbridge House, Inc 1977 - 1982
Skills
Creative Writing, Strategic Thinking, Group Dynamics, Leadership Development, Organizational..., Writing, Books, Editing, Publishing, Fiction, Non-profits, Strategy, Proofreading, Art, Copy Editing, Blogging, Nonprofits, Poetry, Freelance Writing, Magazines, Publications, Fiction Writing, Literature, Published Author, Web Content, Newsletters, Storytelling, Feature Articles, Editorial, Content Development
Education
Harvard Busines 1975 — 1977
Master of Business Administration, General Management
Smith College 1968 — 1972
AB, Hispanic Studies
Marcela Halmagean, MBA, CFE, JD Marcela Halmagean, MBA, CFE, JD's Coopers & Lybrand Experience 1992 - 1993
Job Attorney at M Halmagean Pllc
Industry Law Practice
Experience
M Halmagean Pllc 2002 - Present
M Halmagean Pllc 2002 - Present
ABB Equity Ventures 1999 - 2002
PwC Consulting 1997 - 1999
Coopers & Lybrand 1992 - 1993
Skills
Public Speaking, English, Litigation, Family Law, Mediation, Commercial Litigation, Legal Assistance, Civil Litigation, Paternity, Legal Writing, Legal Research, Business Litigation, Appeals, Arbitration, Trials, Courts, Personal Injury, Alternative Dispute..., Trial Practice, Dispute Resolution, Hearings, Corporate Law, Wills
Education
South Texas College of Law 1994 — 1997
Doctor of Jurisprudence, Law
University of St. Thomas (TX) 1990 — 1992
MBA, Finance (Int'l)/Mass Communication
University of Houston-Clear Lake 1985 — 1988
Bachelor of Science, Accounting/Communication
M Halmagean Pllc 2002 - Present
M Halmagean Pllc 2002 - Present
ABB Equity Ventures 1999 - 2002
PwC Consulting 1997 - 1999
Coopers & Lybrand 1992 - 1993
Skills
Public Speaking, English, Litigation, Family Law, Mediation, Commercial Litigation, Legal Assistance, Civil Litigation, Paternity, Legal Writing, Legal Research, Business Litigation, Appeals, Arbitration, Trials, Courts, Personal Injury, Alternative Dispute..., Trial Practice, Dispute Resolution, Hearings, Corporate Law, Wills
Education
South Texas College of Law 1994 — 1997
Doctor of Jurisprudence, Law
University of St. Thomas (TX) 1990 — 1992
MBA, Finance (Int'l)/Mass Communication
University of Houston-Clear Lake 1985 — 1988
Bachelor of Science, Accounting/Communication
Richard Engel Richard Engel's Coopers & Lybrand Experience September 1993 - July 1995
Job Practice Director at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions December 2012 - Present
Computer Sciences Corporation May 2011 - December 2012
Rolta TUSC Consulting April 2009 - May 2011
Oracle April 2008 - June 2009
IBM Global Services September 2005 - March 2008
Cherokee Consulting, LLC April 2003 - September 2005
Hyperion Solutions March 2000 - March 2003
Palladium September 1998 - April 2000
A3 Solutions July 1995 - September 1998
Coopers & Lybrand September 1993 - July 1995
Skills
Certified Scrum Master...
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2007
BS, Accounting / Finance
Santa Clara University 1990 — 1993
MBA, International Finance
Cognizant Technology Solutions December 2012 - Present
Computer Sciences Corporation May 2011 - December 2012
Rolta TUSC Consulting April 2009 - May 2011
Oracle April 2008 - June 2009
IBM Global Services September 2005 - March 2008
Cherokee Consulting, LLC April 2003 - September 2005
Hyperion Solutions March 2000 - March 2003
Palladium September 1998 - April 2000
A3 Solutions July 1995 - September 1998
Coopers & Lybrand September 1993 - July 1995
Skills
Certified Scrum Master...
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2007
BS, Accounting / Finance
Santa Clara University 1990 — 1993
MBA, International Finance
Kelly Hurley Kelly Hurley's Coopers & Lybrand Experience August 1990 - June 1994
Job Controller, Management Company at American Securities
Industry Investment Management
Experience
American Securities September 2014 - Present
Arlon Group July 2012 - September 2014
State Street May 2007 - June 2012
Palmeri Fund Administrators May 1999 - April 2007
Western World Insurance Group 1995 - 1998
Coopers & Lybrand August 1990 - June 1994
Skills
Private Equity, Fund Administration, Finance, Fund Of Funds, Accounting, Fund Accounting, Investments, Financial Services, Financial Analysis, CPA, Venture Capital, Financial Reporting, Securities, Capital Markets, Fixed Income, Bloomberg
Education
Seton Hall University 1995 — 1999
MBA, Finance
University of Scranton 1986 — 1990
BS, Accounting
American Securities September 2014 - Present
Arlon Group July 2012 - September 2014
State Street May 2007 - June 2012
Palmeri Fund Administrators May 1999 - April 2007
Western World Insurance Group 1995 - 1998
Coopers & Lybrand August 1990 - June 1994
Skills
Private Equity, Fund Administration, Finance, Fund Of Funds, Accounting, Fund Accounting, Investments, Financial Services, Financial Analysis, CPA, Venture Capital, Financial Reporting, Securities, Capital Markets, Fixed Income, Bloomberg
Education
Seton Hall University 1995 — 1999
MBA, Finance
University of Scranton 1986 — 1990
BS, Accounting
Susan Gutchess's Coopers & Lybrand Experience June 1980 - July 1986
Job Chairelect, Planned Parenthood of Metropolitan DC
Industry Nonprofit Organization Management
Experience
International Student House of Washington, DC September 2013 - Present
Planned Parenthood of Metropolitan DC July 2011 - Present
American Council on Gift Annuities 2001 - Present
Foundation for the Preservation of Historic Georgetown 1999 - Present
The Nature Conservancy March 1999 - June 2013
Bright Beginnings, Inc. September 2008 - June 2011
National Trust for Historic Preservation 1986 - 1999
Coopers & Lybrand June 1980 - July 1986
Skills
Community Outreach, Non-profits, Fundraising, Grants, Annual Giving, Board Development, Community Development, Volunteer Management, Grant Writing, Public Relations, Planned Giving, Prospect Research, Public Policy, Program Development, Nonprofits, Leadership, Stewardship, Philanthropy
Education
Yale University - Yale School of Management 1978 — 1980
MPPM
Smith College 1968 — 1972
BA, Economics
NCS
International Student House of Washington, DC September 2013 - Present
Planned Parenthood of Metropolitan DC July 2011 - Present
American Council on Gift Annuities 2001 - Present
Foundation for the Preservation of Historic Georgetown 1999 - Present
The Nature Conservancy March 1999 - June 2013
Bright Beginnings, Inc. September 2008 - June 2011
National Trust for Historic Preservation 1986 - 1999
Coopers & Lybrand June 1980 - July 1986
Skills
Community Outreach, Non-profits, Fundraising, Grants, Annual Giving, Board Development, Community Development, Volunteer Management, Grant Writing, Public Relations, Planned Giving, Prospect Research, Public Policy, Program Development, Nonprofits, Leadership, Stewardship, Philanthropy
Education
Yale University - Yale School of Management 1978 — 1980
MPPM
Smith College 1968 — 1972
BA, Economics
NCS
Thomas Caulfield's Coopers & Lybrand Experience 1986 - 1989
Job Independent Packaging and Containers Professional
Industry Packaging and Containers
Experience
Clear Lam packaging August 2006 - Present
Silverman Consulting 1989 - 2006
Coopers & Lybrand 1986 - 1989
Coopers & Lybrand 1986 - 1989
Coppers & Lybrand 1986 - 1989
Skills
Revenue Recognition, Managerial Finance, Leadership, Corporate Finance, Internal Controls, Financial Audits, Consolidation, Cost Accounting, Negotiation, Forecasting, Business Planning, Working Capital..., Auditing, SEC filings, Manufacturing, Financial Reporting, Analysis, SAP, US GAAP, Process Improvement, Sarbanes-Oxley Act, Cash Flow, Hyperion Enterprise, Strategic Planning, Credit, Variance Analysis, Business Strategy, Mergers & Acquisitions, Due Diligence
Education
Southern Illinois University, Carbondale
BS, Accountancy
Clear Lam packaging August 2006 - Present
Silverman Consulting 1989 - 2006
Coopers & Lybrand 1986 - 1989
Coopers & Lybrand 1986 - 1989
Coppers & Lybrand 1986 - 1989
Skills
Revenue Recognition, Managerial Finance, Leadership, Corporate Finance, Internal Controls, Financial Audits, Consolidation, Cost Accounting, Negotiation, Forecasting, Business Planning, Working Capital..., Auditing, SEC filings, Manufacturing, Financial Reporting, Analysis, SAP, US GAAP, Process Improvement, Sarbanes-Oxley Act, Cash Flow, Hyperion Enterprise, Strategic Planning, Credit, Variance Analysis, Business Strategy, Mergers & Acquisitions, Due Diligence
Education
Southern Illinois University, Carbondale
BS, Accountancy
Laurie Holtsbery Laurie Holtsbery's Coopers & Lybrand Experience September 1992 - December 1995
Job NBCT, MC/ Gen. Currently Math Instructional Coach for Syracuse CSD.
Industry Primary/Secondary Education
Experience
Syracuse City School District September 1997 - Present
Coopers & Lybrand September 1992 - December 1995
Skills
Differentiated..., Lesson Planning, Classroom Management, Classroom, Literacy, Tutoring, Special Education, K-12, Elementary Education, Curriculum Design, Educational Technology, Curriculum Development, Secondary Education, Technology Integration, Smartboard, Instructional Technology, Staff Development, Teacher Training, Educational Leadership
Education
Syracuse University 1996 — 1997
Master of Science (M.S.), Elementary Education and Teaching
Syracuse University 1996 — 1997
Master of Science (M.S.), Special Education and Teaching
Siena College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Syracuse City School District September 1997 - Present
Coopers & Lybrand September 1992 - December 1995
Skills
Differentiated..., Lesson Planning, Classroom Management, Classroom, Literacy, Tutoring, Special Education, K-12, Elementary Education, Curriculum Design, Educational Technology, Curriculum Development, Secondary Education, Technology Integration, Smartboard, Instructional Technology, Staff Development, Teacher Training, Educational Leadership
Education
Syracuse University 1996 — 1997
Master of Science (M.S.), Elementary Education and Teaching
Syracuse University 1996 — 1997
Master of Science (M.S.), Special Education and Teaching
Siena College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
John Skelly John Skelly's Coopers & Lybrand Experience 1985 - 1988
Job websitesammy.com
Industry Online Media
Experience
websitesammy.com September 2005 - Present
Simi Valley Adult School April 2000 - September 2005
Citigroup 1988 - 1999
Coopers & Lybrand 1985 - 1988
Institutional Investor 1982 - 1985
AIG January 1977 - July 1982
Skills
Media Relations, Marketing Communications, Public Relations, Web Design, Strategic Planning, Management Consulting, Program Management, Change Management, Corporate Communications, Business Strategy, New Business Development, Financial Services, Advertising, Strategy, Social Media Marketing, Editing, Social Media, Leadership
Education
Southern Illinois University, Carbondale
B.A., English Lit
websitesammy.com September 2005 - Present
Simi Valley Adult School April 2000 - September 2005
Citigroup 1988 - 1999
Coopers & Lybrand 1985 - 1988
Institutional Investor 1982 - 1985
AIG January 1977 - July 1982
Skills
Media Relations, Marketing Communications, Public Relations, Web Design, Strategic Planning, Management Consulting, Program Management, Change Management, Corporate Communications, Business Strategy, New Business Development, Financial Services, Advertising, Strategy, Social Media Marketing, Editing, Social Media, Leadership
Education
Southern Illinois University, Carbondale
B.A., English Lit
Susan Fegan, CEBS Susan Fegan, CEBS's Coopers & Lybrand Experience November 1990 - February 1994
Job Benefits Director Americas at Towers Watson
Industry Human Resources
Experience
Towers Watson May 2012 - Present
Independent April 2010 - May 2012
Bertelsmann January 2002 - October 2010
Enodis Corp 1994 - 2001
Coopers & Lybrand November 1990 - February 1994
Preston Consulting August 1989 - October 1990
Fiduciary Capital Management March 1988 - July 1989
Martin E. Segal Company October 1987 - March 1988
Connecticut Mutual Life Insurance Company June 1982 - October 1987
Travelers Insurance Company February 1978 - June 1982
Skills
Negotiating Contracts, Change Management, Vendor Relations, Consensus Building, Cost Control, Compliance, Strategic Planning, Due Diligence, Acquisition Integration, M&A experience, Benefits Design, Benefit Administration, Employee Benefits, Benefits, Divestitures, Defined Benefit, Mergers, Benefits Administration, Employee Relations, Health Insurance, Insurance, Labor Relations, Executive Pay, Mergers & Acquisitions, Payroll, Pensions
Education
Southern Connecticut State University 1972 — 1977
MS; MS; BA, Counselor Education; School Psychology; Psychology
Towers Watson May 2012 - Present
Independent April 2010 - May 2012
Bertelsmann January 2002 - October 2010
Enodis Corp 1994 - 2001
Coopers & Lybrand November 1990 - February 1994
Preston Consulting August 1989 - October 1990
Fiduciary Capital Management March 1988 - July 1989
Martin E. Segal Company October 1987 - March 1988
Connecticut Mutual Life Insurance Company June 1982 - October 1987
Travelers Insurance Company February 1978 - June 1982
Skills
Negotiating Contracts, Change Management, Vendor Relations, Consensus Building, Cost Control, Compliance, Strategic Planning, Due Diligence, Acquisition Integration, M&A experience, Benefits Design, Benefit Administration, Employee Benefits, Benefits, Divestitures, Defined Benefit, Mergers, Benefits Administration, Employee Relations, Health Insurance, Insurance, Labor Relations, Executive Pay, Mergers & Acquisitions, Payroll, Pensions
Education
Southern Connecticut State University 1972 — 1977
MS; MS; BA, Counselor Education; School Psychology; Psychology
Sally Kinsey Sally Kinsey's Coopers & Lybrand Experience 1985 - 1987
Job Teacher at Fort Bend ISD
Industry Education Management
Experience
Fort Bend ISD August 2013 - Present
Mary Kay Independent Consultant September 2010 - December 2013
Fort Bend ISD August 2000 - July 2010
Tallowood Baptist Church 1987 - 1988
Coopers & Lybrand 1985 - 1987
Skills
Arts, Organizing, Teaching, Microsoft Word, Blogging, Microsoft Excel, Drawing, Singing, PowerPoint, Music, Management, Curriculum Design, Outlook, Process Scheduler, Budgets, Microsoft Office, Art, Classroom
Education
Sam Houston State University 1974 — 1978
Bachelor of Arts in Teaching, Elementary and Special Ed.
Sam Houston State University 1974 — 1978
Bachelor of Arts, Teaching
Fort Bend ISD August 2013 - Present
Mary Kay Independent Consultant September 2010 - December 2013
Fort Bend ISD August 2000 - July 2010
Tallowood Baptist Church 1987 - 1988
Coopers & Lybrand 1985 - 1987
Skills
Arts, Organizing, Teaching, Microsoft Word, Blogging, Microsoft Excel, Drawing, Singing, PowerPoint, Music, Management, Curriculum Design, Outlook, Process Scheduler, Budgets, Microsoft Office, Art, Classroom
Education
Sam Houston State University 1974 — 1978
Bachelor of Arts in Teaching, Elementary and Special Ed.
Sam Houston State University 1974 — 1978
Bachelor of Arts, Teaching
Rick Dames Rick Dames's Coopers & Lybrand Experience May 1994 - January 1996
Job Managing Principal
Industry Financial Services
Experience
Cresa January 1998 - Present
Pace Properties February 1996 - December 1997
Coopers & Lybrand May 1994 - January 1996
Arthur Andersen August 1984 - April 1993
Skills
Management, Financial Analysis, Due Diligence, Management Consulting, Location Intelligence, Strategic Planning, Real Estate Development, New Business Development, Strategy, Finance, Brokerage, Disposition, Corporate Real Estate, Leases, Portfolio Management, Team Building, Transaction Management, Contract Negotiation, Financial Modeling, Real Estate Economics, Asset Management, Strategic Consulting, Business Development, Real Estate
Education
CPA Certification from the State of Missouri 1988 — 1988
CPA, Accounting
Saint Louis University 1979 — 1984
B.S., Accounting
Saint Louis University 1979 — 1984
B.A., French
Université Bordeaux I 1981 — 1982
B.A., French
Cresa January 1998 - Present
Pace Properties February 1996 - December 1997
Coopers & Lybrand May 1994 - January 1996
Arthur Andersen August 1984 - April 1993
Skills
Management, Financial Analysis, Due Diligence, Management Consulting, Location Intelligence, Strategic Planning, Real Estate Development, New Business Development, Strategy, Finance, Brokerage, Disposition, Corporate Real Estate, Leases, Portfolio Management, Team Building, Transaction Management, Contract Negotiation, Financial Modeling, Real Estate Economics, Asset Management, Strategic Consulting, Business Development, Real Estate
Education
CPA Certification from the State of Missouri 1988 — 1988
CPA, Accounting
Saint Louis University 1979 — 1984
B.S., Accounting
Saint Louis University 1979 — 1984
B.A., French
Université Bordeaux I 1981 — 1982
B.A., French
Salvatore Cocco Salvatore Cocco's Coopers & Lybrand Experience 1978 - 1988
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 1996 - Present
Coopers & Lybrand 1978 - 1988
Skills
Financial Planning, Finance, Investments, Estate Planning, Insurance, Strategic Planning, Retirement Planning, Mutual Funds, Management, Securities
Education
Seton Hall University 1973 — 1977
AXA Advisors January 1996 - Present
Coopers & Lybrand 1978 - 1988
Skills
Financial Planning, Finance, Investments, Estate Planning, Insurance, Strategic Planning, Retirement Planning, Mutual Funds, Management, Securities
Education
Seton Hall University 1973 — 1977
Heidi Besen Heidi Besen's Coopers & Lybrand Experience 1984 - 1989
Job Librarian
Industry Libraries
Experience
AccuFile, Inc. October 2013 - Present
AccuFile, Inc. January 2008 - September 2013
Coopers & Lybrand 1984 - 1989
Skills
Online Research, Microsoft Office, Editing, Customer Service, Knowledge Management, Research, Library, Onboarding, Public Speaking, Collection Development, Information Management, Legal Research, PowerPoint, Community Outreach, Microsoft Excel, Databases, HRIS, Library Management, Library Science, Libraries
Education
Simmons College
MLS, Library Science
AccuFile, Inc. October 2013 - Present
AccuFile, Inc. January 2008 - September 2013
Coopers & Lybrand 1984 - 1989
Skills
Online Research, Microsoft Office, Editing, Customer Service, Knowledge Management, Research, Library, Onboarding, Public Speaking, Collection Development, Information Management, Legal Research, PowerPoint, Community Outreach, Microsoft Excel, Databases, HRIS, Library Management, Library Science, Libraries
Education
Simmons College
MLS, Library Science
Kim Pepe Kim Pepe's Coopers & Lybrand Experience September 1995 - December 1997
Job VP, Tax at Home Properties
Industry Real Estate
Experience
Home Properties December 1997 - Present
Coopers & Lybrand September 1995 - December 1997
Coopers & Lybrand September 1988 - September 1995
Skills
Certified Public..., REIT Taxation, Partnership Taxation, US GAAP, CPA, General Ledger, GAAP, Financial Analysis, Auditing, Tax, Sarbanes-Oxley Act, Due Diligence
Education
St. Bonaventure University 1984 — 1988
Bachlor's in Business Administration, Accounting
Batavia High School 1980 — 1984
Home Properties December 1997 - Present
Coopers & Lybrand September 1995 - December 1997
Coopers & Lybrand September 1988 - September 1995
Skills
Certified Public..., REIT Taxation, Partnership Taxation, US GAAP, CPA, General Ledger, GAAP, Financial Analysis, Auditing, Tax, Sarbanes-Oxley Act, Due Diligence
Education
St. Bonaventure University 1984 — 1988
Bachlor's in Business Administration, Accounting
Batavia High School 1980 — 1984
John J Rody Jr John J Rody Jr's Coopers & Lybrand Experience 1993 - 1999
Job Tax and Financial Services Executive
Industry Accounting
Experience
Lowenstein & Company, P.A. March 2008 - Present
American Bancard 2007 - 2009
Deloitte & Touche 1999 - 2004
Coopers & Lybrand 1993 - 1999
Skills
Sarbanes-Oxley Act, Financial Reporting, Tax Advisory, Corporate Tax, SEC filings, Big 4, Auditing, Accounting, Internal Controls, Tax, Financial Analysis, International Tax, Tax Accounting, US GAAP, CPA, Partnership Taxation, SEC Filings, Income Tax
Education
Temple University 1993 — 1995
MST, Taxation
Saint Joseph's University 1989 — 1993
BS, Accounting
Lowenstein & Company, P.A. March 2008 - Present
American Bancard 2007 - 2009
Deloitte & Touche 1999 - 2004
Coopers & Lybrand 1993 - 1999
Skills
Sarbanes-Oxley Act, Financial Reporting, Tax Advisory, Corporate Tax, SEC filings, Big 4, Auditing, Accounting, Internal Controls, Tax, Financial Analysis, International Tax, Tax Accounting, US GAAP, CPA, Partnership Taxation, SEC Filings, Income Tax
Education
Temple University 1993 — 1995
MST, Taxation
Saint Joseph's University 1989 — 1993
BS, Accounting
Robert Zurcher's Coopers & Lybrand Experience July 1981 - June 1998
Job Principal at Shea Labagh Dobberstein CPAs
Industry Accounting
Experience
Shea Labagh Dobberstein CPAs October 2001 - Present
PricewaterhouseCoopers July 1998 - June 2001
Coopers & Lybrand July 1981 - June 1998
Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, Revenue Recognition, Income Tax, GAAP, Corporate Tax, Tax Accounting, Assurance, Due Diligence, Tax, CPA, Partnership Taxation, SEC filings, Big 4, Tax Research, Sarbanes-Oxley Act, SEC Filings
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Sophia University 1978 — 1979
Year In Japan Program
Regis High School
Shea Labagh Dobberstein CPAs October 2001 - Present
PricewaterhouseCoopers July 1998 - June 2001
Coopers & Lybrand July 1981 - June 1998
Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, Revenue Recognition, Income Tax, GAAP, Corporate Tax, Tax Accounting, Assurance, Due Diligence, Tax, CPA, Partnership Taxation, SEC filings, Big 4, Tax Research, Sarbanes-Oxley Act, SEC Filings
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Sophia University 1978 — 1979
Year In Japan Program
Regis High School
Bob Bossi's Coopers & Lybrand Experience July 1983 - April 1991
Job CoOwner & Winemaker at Dante Robere Vineyards
Industry Wine and Spirits
Experience
Brocade Communications May 1999 - June 2003
Integrated Systems February 1994 - May 1999
Tandem April 1991 - February 1994
Coopers & Lybrand July 1983 - April 1991
Skills
Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Consolidation, Auditing, CPA, US GAAP
Education
San Jose State University 1978 — 1983
BS, Accounting
Brocade Communications May 1999 - June 2003
Integrated Systems February 1994 - May 1999
Tandem April 1991 - February 1994
Coopers & Lybrand July 1983 - April 1991
Skills
Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Consolidation, Auditing, CPA, US GAAP
Education
San Jose State University 1978 — 1983
BS, Accounting
Ken Schneider's Coopers & Lybrand Experience December 1974 - December 1992
Job Principal at LBK&M Associates
Industry Management Consulting
Experience
LBK&M Associates April 2008 - Present
Corefino July 2006 - March 2008
Cranite Systems, Inc. June 2002 - September 2005
Tollbridge Technologies, Inc. November 1999 - February 2002
First Pacific Networks January 1993 - September 1998
PricewaterhouseCoopers LLP (formerly Coopers&lybrand) December 1974 - December 1992
Coopers & Lybrand December 1974 - December 1992
Skills
Mergers & Acquisitions, Mergers, Revenue Recognition, Accounting, Strategy, SaaS, Start-ups, SEC filings, Forecasting, Due Diligence, Internal Controls, Solution Selling, Business Planning, Business Strategy, Sarbanes-Oxley Act, Outsourcing, Venture Capital, Executive Management, Strategic Planning, SEC Filings
Education
Santa Clara University
BS, Accounting, Finance & Economics
LBK&M Associates April 2008 - Present
Corefino July 2006 - March 2008
Cranite Systems, Inc. June 2002 - September 2005
Tollbridge Technologies, Inc. November 1999 - February 2002
First Pacific Networks January 1993 - September 1998
PricewaterhouseCoopers LLP (formerly Coopers&lybrand) December 1974 - December 1992
Coopers & Lybrand December 1974 - December 1992
Skills
Mergers & Acquisitions, Mergers, Revenue Recognition, Accounting, Strategy, SaaS, Start-ups, SEC filings, Forecasting, Due Diligence, Internal Controls, Solution Selling, Business Planning, Business Strategy, Sarbanes-Oxley Act, Outsourcing, Venture Capital, Executive Management, Strategic Planning, SEC Filings
Education
Santa Clara University
BS, Accounting, Finance & Economics
Monica Hutton Vaughan's Coopers & Lybrand Experience 1993 - 1995
Job
Industry Computer Software
Experience
Cobalt Consulting, LLC August 2006 - Present
Lucidity Consulting Group July 2001 - August 2006
Efficient Networks February 2001 - July 2001
Independent November 2000 - February 2001
Autoeloan.com, Inc. March 2000 - November 2000
IMCO Recycling Inc. 1998 - March 2000
IMCO Recycling Inc. 1995 - 1998
Coopers & Lybrand 1993 - 1995
Skills
Oracle Applications, PL/SQL, Oracle Reports, Oracle E-Business Suite, SQL, IT Management, Oracle Discoverer, Oracle, SDLC, Financials, Oracle HR, Solution Architecture, Accounting, Financial Accounting, Business Process, Business Analysis, ERP, Requirements Analysis, Business Process..., Oracle SQL, eIS eXpress Reporting..., Oracle Financials, Business Requirements, Business Process Design, Software Implementation, Integration, IT Strategy, Oracle R12 Financials, Order Management, Systems Analysis, Order to Cash, Enterprise Architecture, Software Project..., Requirements Gathering, Business Process..., Business Intelligence, Enterprise Software, Procure-to-Pay
Education
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Accounting, Organizational Behavior
Cobalt Consulting, LLC August 2006 - Present
Lucidity Consulting Group July 2001 - August 2006
Efficient Networks February 2001 - July 2001
Independent November 2000 - February 2001
Autoeloan.com, Inc. March 2000 - November 2000
IMCO Recycling Inc. 1998 - March 2000
IMCO Recycling Inc. 1995 - 1998
Coopers & Lybrand 1993 - 1995
Skills
Oracle Applications, PL/SQL, Oracle Reports, Oracle E-Business Suite, SQL, IT Management, Oracle Discoverer, Oracle, SDLC, Financials, Oracle HR, Solution Architecture, Accounting, Financial Accounting, Business Process, Business Analysis, ERP, Requirements Analysis, Business Process..., Oracle SQL, eIS eXpress Reporting..., Oracle Financials, Business Requirements, Business Process Design, Software Implementation, Integration, IT Strategy, Oracle R12 Financials, Order Management, Systems Analysis, Order to Cash, Enterprise Architecture, Software Project..., Requirements Gathering, Business Process..., Business Intelligence, Enterprise Software, Procure-to-Pay
Education
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Accounting, Organizational Behavior
Osric Dixon's Coopers & Lybrand Experience August 1995 - June 1998
Job Managing Director eyeQi Inc.
Industry Management Consulting
Experience
eyeQi Inc June 2011 - Present
Expro Group LLC April 2014 - October 2014
Hewlett-Packard September 2009 - May 2011
Hewlett Packard September 1999 - May 2011
Hewlett Packard February 2007 - September 2008
Home and Home Office IT Organization March 2005 - March 2007
Hewlett-Packard June 2003 - 2004
Hewlett-Packard December 2000 - June 2003
OED Consulting June 1998 - September 1999
Coopers & Lybrand August 1995 - June 1998
Skills
Strategy, Cross-functional Team..., Program Management, Start-ups, Management Consulting, Business Development, Mergers & Acquisitions, Management, Business Strategy, Business Transformation, Process Improvement, Go-to-market Strategy, Governance, Project Planning, Telecommunications, Budgets, Selling, SAP, Managerial Finance, Acquisition Integration, Integration, Business Planning, Business Process..., Outsourcing, Business Intelligence, Cloud Computing, Sales, Executive Management, Competitive Analysis, Product Management, Project Management, Business Analysis
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Saint Michael's College
Studied Masters of Science Administration
Tennessee State University School of Engineering – BSME
Bachelor of Science (BS) Mechanical Engineering, Mechanical Engineering
eyeQi Inc June 2011 - Present
Expro Group LLC April 2014 - October 2014
Hewlett-Packard September 2009 - May 2011
Hewlett Packard September 1999 - May 2011
Hewlett Packard February 2007 - September 2008
Home and Home Office IT Organization March 2005 - March 2007
Hewlett-Packard June 2003 - 2004
Hewlett-Packard December 2000 - June 2003
OED Consulting June 1998 - September 1999
Coopers & Lybrand August 1995 - June 1998
Skills
Strategy, Cross-functional Team..., Program Management, Start-ups, Management Consulting, Business Development, Mergers & Acquisitions, Management, Business Strategy, Business Transformation, Process Improvement, Go-to-market Strategy, Governance, Project Planning, Telecommunications, Budgets, Selling, SAP, Managerial Finance, Acquisition Integration, Integration, Business Planning, Business Process..., Outsourcing, Business Intelligence, Cloud Computing, Sales, Executive Management, Competitive Analysis, Product Management, Project Management, Business Analysis
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Saint Michael's College
Studied Masters of Science Administration
Tennessee State University School of Engineering – BSME
Bachelor of Science (BS) Mechanical Engineering, Mechanical Engineering
Marcos Ferreyra's Coopers & Lybrand Experience 1991 - 1995
Job
Industry Retail
Experience
Neiman Marcus June 2012 - September 2015
Neiman Marcus January 2010 - June 2012
Neiman Marcus May 2002 - June 2011
CGI 2000 - 2001
DRT Systems 1995 - 2000
Coopers & Lybrand 1991 - 1995
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Business Analysis, PL/SQL, Requirements Analysis, Oracle, HRIS, SQL, Business Intelligence, Enterprise Architecture, Databases, SDLC, Oracle HR, Integration, Performance Tuning, Solution Architecture, Oracle Discoverer, Data Modeling, Data Warehousing, IT Strategy, Enterprise Software, Disaster Recovery, SOA, Solaris, ETL, Unix, Testing, Requirements Gathering, Systems Analysis, Visio, Database Design, Agile Methodologies, Vendor Management, PMP, Software Project..., Unix Shell Scripting, DB2, Business Process, AIX, Software Development, IT Management, Java Enterprise Edition, Shell Scripting, ITIL
Education
Southern Methodist University - Cox School of Business 2002 — 2005
Master Business Administration
Instituto Ortega y Gasset 1986 — 1986
Neiman Marcus June 2012 - September 2015
Neiman Marcus January 2010 - June 2012
Neiman Marcus May 2002 - June 2011
CGI 2000 - 2001
DRT Systems 1995 - 2000
Coopers & Lybrand 1991 - 1995
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Business Analysis, PL/SQL, Requirements Analysis, Oracle, HRIS, SQL, Business Intelligence, Enterprise Architecture, Databases, SDLC, Oracle HR, Integration, Performance Tuning, Solution Architecture, Oracle Discoverer, Data Modeling, Data Warehousing, IT Strategy, Enterprise Software, Disaster Recovery, SOA, Solaris, ETL, Unix, Testing, Requirements Gathering, Systems Analysis, Visio, Database Design, Agile Methodologies, Vendor Management, PMP, Software Project..., Unix Shell Scripting, DB2, Business Process, AIX, Software Development, IT Management, Java Enterprise Edition, Shell Scripting, ITIL
Education
Southern Methodist University - Cox School of Business 2002 — 2005
Master Business Administration
Instituto Ortega y Gasset 1986 — 1986
Manuel Pires's Coopers & Lybrand Experience 1984 - 1992
Job VP Finance & Controller at Findly
Industry Financial Services
Experience
Findly 2014 - Present
Depository Trust & Clearing Corporation 2011 - 2014
IPG/McCann Worldgroup 2010 - 2011
IPG/McCann Worldgroup 2006 - 2010
Eyetech Pharmaceuticals 2006 - 2006
Gerber Products Company 2002 - 2006
Lucent Technologies (AVAYA Communications) 1998 - 2002
Rhone-Poulenc Inc. 1992 - 1998
Coopers & Lybrand 1984 - 1992
Skills
US GAAP, Financial Reporting, Internal Controls, Accounting, Revenue Recognition, Sarbanes-Oxley Act, Forecasting, Management, Strategic Financial..., Hyperion Enterprise, Managerial Finance, Finance, Consolidation, Financial Analysis, SEC filings, Auditing, Financial Planning, Hyperion, SEC Filings
Education
Seton Hall University
Bachelor of Science in Business Administration, Major - Accounting
Findly 2014 - Present
Depository Trust & Clearing Corporation 2011 - 2014
IPG/McCann Worldgroup 2010 - 2011
IPG/McCann Worldgroup 2006 - 2010
Eyetech Pharmaceuticals 2006 - 2006
Gerber Products Company 2002 - 2006
Lucent Technologies (AVAYA Communications) 1998 - 2002
Rhone-Poulenc Inc. 1992 - 1998
Coopers & Lybrand 1984 - 1992
Skills
US GAAP, Financial Reporting, Internal Controls, Accounting, Revenue Recognition, Sarbanes-Oxley Act, Forecasting, Management, Strategic Financial..., Hyperion Enterprise, Managerial Finance, Finance, Consolidation, Financial Analysis, SEC filings, Auditing, Financial Planning, Hyperion, SEC Filings
Education
Seton Hall University
Bachelor of Science in Business Administration, Major - Accounting
Gregory Tanzola's Coopers & Lybrand Experience 1990 - 1993
Job TM1 Consultant
Industry Information Technology and Services
Experience
Self Employed August 2015 - Present
Phibro Animal Health January 2012 - August 2015
Waypoint Consulting LLC January 2011 - December 2011
ARAMARK February 2008 - February 2011
Breakaway Technologies November 1998 - January 2008
Comcast 1993 - 1997
Coopers & Lybrand 1990 - 1993
Skills
Cognos, Analysis, Management, Strategic Financial..., Finance, Accounting, Project Management, Strategic Planning, Forecasting, TM1, Business Analysis, Management Consulting, Budgets, Financial Reporting, Financial Analysis, Project Planning, Training, Financial Planning, Business Intelligence, Process Improvement, Cash Flow, Data Warehousing
Education
Villanova University 1998 — 2002
Masters Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 1986 — 1990
B.S., Accounting
Saint Joseph's Preparatory
Self Employed August 2015 - Present
Phibro Animal Health January 2012 - August 2015
Waypoint Consulting LLC January 2011 - December 2011
ARAMARK February 2008 - February 2011
Breakaway Technologies November 1998 - January 2008
Comcast 1993 - 1997
Coopers & Lybrand 1990 - 1993
Skills
Cognos, Analysis, Management, Strategic Financial..., Finance, Accounting, Project Management, Strategic Planning, Forecasting, TM1, Business Analysis, Management Consulting, Budgets, Financial Reporting, Financial Analysis, Project Planning, Training, Financial Planning, Business Intelligence, Process Improvement, Cash Flow, Data Warehousing
Education
Villanova University 1998 — 2002
Masters Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 1986 — 1990
B.S., Accounting
Saint Joseph's Preparatory
Sharron Keegan's Coopers & Lybrand Experience September 1991 - September 1996
Job Tax Direct at Roku
Industry Online Media
Experience
Roku July 2015 - Present
LinkedIn December 2012 - April 2015
Wize Commerce February 2011 - December 2012
Intuit, Inc September 2010 - February 2011
VeriFone 2009 - September 2010
eBay, Inc. August 2003 - December 2008
Deloitte & Touche September 1996 - May 2003
Coopers & Lybrand September 1991 - September 1996
Skills
Tax, Sarbanes-Oxley Act, International Tax, Transfer Pricing, Corporate Tax, Financial Reporting, Mergers, Equities, Payroll, Fixed Assets, Auditing, Mergers & Acquisitions, Revenue Recognition, Due Diligence, Indirect Taxation, US GAAP, SEC filings, Consolidation, GAAP, SEC Filings, Internal Controls
Education
San Jose State University
MST, Taxation
San Jose State University
Advanced Certificate, High Tech Taxation
Roku July 2015 - Present
LinkedIn December 2012 - April 2015
Wize Commerce February 2011 - December 2012
Intuit, Inc September 2010 - February 2011
VeriFone 2009 - September 2010
eBay, Inc. August 2003 - December 2008
Deloitte & Touche September 1996 - May 2003
Coopers & Lybrand September 1991 - September 1996
Skills
Tax, Sarbanes-Oxley Act, International Tax, Transfer Pricing, Corporate Tax, Financial Reporting, Mergers, Equities, Payroll, Fixed Assets, Auditing, Mergers & Acquisitions, Revenue Recognition, Due Diligence, Indirect Taxation, US GAAP, SEC filings, Consolidation, GAAP, SEC Filings, Internal Controls
Education
San Jose State University
MST, Taxation
San Jose State University
Advanced Certificate, High Tech Taxation
David Ang's Coopers & Lybrand Experience 1994 - 1997
Job VicePresident, Client Service at TNS Canada
Industry Market Research
Experience
TNS Canada April 2009 - Present
The Antima Group 2001 - March 2009
PricewaterhouseCoopers 1997 - 2001
Coopers & Lybrand 1994 - 1997
Skills
Advertising Research, Segmentation, Market Research, Customer Insight, Report Writing, Consumer Behaviour, Market Analysis, Data Analysis, Business Insights, Survey Design, Strategic Planning, Strategy, Marketing Management, Primary Research, Competitive Intelligence, Competitive Analysis, Online Research, Questionnaire Design, Market Intelligence, Analytics, Statistics, SPSS, Web Analytics, Brand Equity, Secondary Research, Marketing Strategy, Survey Research, Ethnography, Brand Loyalty, Consumer Insight
Education
University of Ottawa / Université d'Ottawa 1999 — 2001
Executive MBA
Simon Fraser University 1989 — 1993
BA, Economics
TNS Canada April 2009 - Present
The Antima Group 2001 - March 2009
PricewaterhouseCoopers 1997 - 2001
Coopers & Lybrand 1994 - 1997
Skills
Advertising Research, Segmentation, Market Research, Customer Insight, Report Writing, Consumer Behaviour, Market Analysis, Data Analysis, Business Insights, Survey Design, Strategic Planning, Strategy, Marketing Management, Primary Research, Competitive Intelligence, Competitive Analysis, Online Research, Questionnaire Design, Market Intelligence, Analytics, Statistics, SPSS, Web Analytics, Brand Equity, Secondary Research, Marketing Strategy, Survey Research, Ethnography, Brand Loyalty, Consumer Insight
Education
University of Ottawa / Université d'Ottawa 1999 — 2001
Executive MBA
Simon Fraser University 1989 — 1993
BA, Economics
David Podmajersky's Coopers & Lybrand Experience 1989 - 1993
Job Tax Pro at Ott CPA Services
Industry Accounting
Experience
Ott CPA Services July 2014 - Present
Cousin Connections January 1997 - Present
H and R Block January 2014 - April 2014
Primedia, Inc March 1999 - July 2004
Primedia 1993 - 2004
Coopers & Lybrand 1989 - 1993
Skills
Start-ups, Online Advertising, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley, Tax, Genealogy, Income Tax, Corporate Tax
Education
Seton Hall University 1983 — 1989
BS, Accounting
West Essex High School 1974 — 1978
Ott CPA Services July 2014 - Present
Cousin Connections January 1997 - Present
H and R Block January 2014 - April 2014
Primedia, Inc March 1999 - July 2004
Primedia 1993 - 2004
Coopers & Lybrand 1989 - 1993
Skills
Start-ups, Online Advertising, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley, Tax, Genealogy, Income Tax, Corporate Tax
Education
Seton Hall University 1983 — 1989
BS, Accounting
West Essex High School 1974 — 1978
Steve Krzemienski's Coopers & Lybrand Experience August 1993 - June 1995
Job Vice President at Broadridge
Industry Information Technology and Services
Experience
Broadridge 2004 - Present
Dreyfus June 1995 - June 2004
Coopers & Lybrand August 1993 - June 1995
Skills
UI Design, Mobile Development, .NET Development, Agile Methodologies, Enterprise Architecture, JAVA Development, Business Process Design, Databases, Security, Leadership, .NET, Enterprise Software, Vendor Management, Big Data, SaaS, IT Strategy, SDLC, Software Project..., Business Analysis, Requirements Analysis, Integration, IT Management, Software Development, Solution Architecture, Requirements Gathering, Disaster Recovery, SharePoint, Web Development, Project Management, SOA, Application Architecture, Architectures, Java, Information Technology, Mobile Applications, User Interface Design, Architecture
Education
Siena College 1989 — 1993
Bachelor of Science (B.S.), Computer Science
Commack High School 1985 — 1989
High School
Broadridge 2004 - Present
Dreyfus June 1995 - June 2004
Coopers & Lybrand August 1993 - June 1995
Skills
UI Design, Mobile Development, .NET Development, Agile Methodologies, Enterprise Architecture, JAVA Development, Business Process Design, Databases, Security, Leadership, .NET, Enterprise Software, Vendor Management, Big Data, SaaS, IT Strategy, SDLC, Software Project..., Business Analysis, Requirements Analysis, Integration, IT Management, Software Development, Solution Architecture, Requirements Gathering, Disaster Recovery, SharePoint, Web Development, Project Management, SOA, Application Architecture, Architectures, Java, Information Technology, Mobile Applications, User Interface Design, Architecture
Education
Siena College 1989 — 1993
Bachelor of Science (B.S.), Computer Science
Commack High School 1985 — 1989
High School
Tim Valley's Coopers & Lybrand Experience 1993 - 1996
Job CFO at Stars Design Group, Inc.
Industry Apparel & Fashion
Experience
Stars Design Group CFOStars Design Group, Inc.August 2009 - Present
Private Consulting Practice August 2007 - August 2009
Millennium Digital Media / US Net 1999 - 2007
Citicorp Mortgage 1998 - 1999
BFI 1996 - 1998
Coopers & Lybrand 1993 - 1996
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Management Consulting, Accounting, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Cash Management, Telecommunications, Strategic Financial..., Mergers & Acquisitions, Financial Modeling, Business Strategy, Managerial Finance, Private Equity, Payroll, Management, Analysis, Due Diligence, Entrepreneurship, Strategy, Finance, Start-ups, Cash Flow, Budgets, Internal Controls, Cost Accounting, Executive Management, Restructuring, Acquisition Integration, GAAP, CPA, US GAAP, Revenue Recognition, Variance Analysis, Business Planning, Process Improvement, Auditing, Financial Accounting, Financial Audits, Consolidation, Cash Flow Forecasting
Education
Southern Illinois University, Edwardsville 1992 — 1993
MBA, Accounting / Finance
Southern Illinois University, Edwardsville 1988 — 1992
BSA, Accounting
Roxana High School
Stars Design Group CFOStars Design Group, Inc.August 2009 - Present
Private Consulting Practice August 2007 - August 2009
Millennium Digital Media / US Net 1999 - 2007
Citicorp Mortgage 1998 - 1999
BFI 1996 - 1998
Coopers & Lybrand 1993 - 1996
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Management Consulting, Accounting, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Cash Management, Telecommunications, Strategic Financial..., Mergers & Acquisitions, Financial Modeling, Business Strategy, Managerial Finance, Private Equity, Payroll, Management, Analysis, Due Diligence, Entrepreneurship, Strategy, Finance, Start-ups, Cash Flow, Budgets, Internal Controls, Cost Accounting, Executive Management, Restructuring, Acquisition Integration, GAAP, CPA, US GAAP, Revenue Recognition, Variance Analysis, Business Planning, Process Improvement, Auditing, Financial Accounting, Financial Audits, Consolidation, Cash Flow Forecasting
Education
Southern Illinois University, Edwardsville 1992 — 1993
MBA, Accounting / Finance
Southern Illinois University, Edwardsville 1988 — 1992
BSA, Accounting
Roxana High School
Anita Stokes's Coopers & Lybrand Experience 1992 - 1994
Job Consultant
Industry Semiconductors
Experience
CPII October 2010 - Present
Netflix September 2008 - October 2010
Novellus, Inc July 2007 - September 2008
Novellus Systems, Inc. 2007 - 2008
eBay Inc 2001 - 2007
Ernst & Young (San Jose CA) January 1995 - December 1997
Coopers & Lybrand 1992 - 1994
Skills
International Tax, Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Transfer Pricing, SEC filings, Due Diligence, Corporate Tax, Accounting, Financial Modeling, Financial Analysis, Financial Reporting
Education
San Jose State University
Masters in tax
CPII October 2010 - Present
Netflix September 2008 - October 2010
Novellus, Inc July 2007 - September 2008
Novellus Systems, Inc. 2007 - 2008
eBay Inc 2001 - 2007
Ernst & Young (San Jose CA) January 1995 - December 1997
Coopers & Lybrand 1992 - 1994
Skills
International Tax, Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Transfer Pricing, SEC filings, Due Diligence, Corporate Tax, Accounting, Financial Modeling, Financial Analysis, Financial Reporting
Education
San Jose State University
Masters in tax
John Hammerbeck's Coopers & Lybrand Experience 1989 - 1991
Job Independent Investment Management Professional
Industry Investment Management
Experience
eLevel July 1999 - December 2004
ACS: Affiliated Computer Services 1996 - 1999
The Systems Group / Technical Directions) 1991 - 1996
Coopers & Lybrand 1989 - 1991
Computer Assistance 1978 - 1988
Skills
Business Strategy, Mergers & Acquisitions, Strategic Planning, Strategy, New Business Development, Business Process, Start-ups, Management Consulting, SaaS, Entrepreneurship, Executive Management, Business Development, Venture Capital, Strategic Partnerships, Professional Services, Private Equity
Education
Salem State University
BSBA
eLevel July 1999 - December 2004
ACS: Affiliated Computer Services 1996 - 1999
The Systems Group / Technical Directions) 1991 - 1996
Coopers & Lybrand 1989 - 1991
Computer Assistance 1978 - 1988
Skills
Business Strategy, Mergers & Acquisitions, Strategic Planning, Strategy, New Business Development, Business Process, Start-ups, Management Consulting, SaaS, Entrepreneurship, Executive Management, Business Development, Venture Capital, Strategic Partnerships, Professional Services, Private Equity
Education
Salem State University
BSBA
Marcia Gutierrez's Coopers & Lybrand Experience January 1989 - January 1992
Job Director, Revenue Management
Industry Medical Devices
Experience
Align Technology June 2008 - Present
Focus Enhancements April 2006 - June 2008
Tharas Systems April 2004 - December 2005
TIBCO Software Inc. December 1998 - July 2004
Coopers & Lybrand January 1989 - January 1992
Skills
Cross-functional Team..., Forecasting, Sales Operations, Salesforce.com, Start-ups, Competitive Analysis, Product Management, Sales Management, Product Marketing, Account Management, Strategy
Education
San Jose State University 1988 — 1991
Bachelor of Business Administration (BBA), Accounting
high school
Align Technology June 2008 - Present
Focus Enhancements April 2006 - June 2008
Tharas Systems April 2004 - December 2005
TIBCO Software Inc. December 1998 - July 2004
Coopers & Lybrand January 1989 - January 1992
Skills
Cross-functional Team..., Forecasting, Sales Operations, Salesforce.com, Start-ups, Competitive Analysis, Product Management, Sales Management, Product Marketing, Account Management, Strategy
Education
San Jose State University 1988 — 1991
Bachelor of Business Administration (BBA), Accounting
high school
Nancy Vickroy's Coopers & Lybrand Experience August 1991 - October 1993
Job Lead Marketing Manager, Healthcare Solutions at AT&T
Industry Telecommunications
Experience
AT&T April 2014 - Present
AT&T May 2010 - April 2014
TransUnion October 2006 - August 2009
Blue Cross Blue Shield Association March 2002 - October 2006
Eziaz, Incorporated October 2000 - March 2001
SBC Corporation February 1998 - July 2000
KPMG Peat Marwick, LLP May 1997 - February 1998
Baxter Healthcare/Allegiance Healthcare Corporation May 1994 - May 1997
Coopers & Lybrand August 1991 - October 1993
American Immigration Lawyers Association February 1987 - August 1989
Skills
Healthcare, Product Development, Pricing, Vendor Relations, Competitive Intelligence, Strategic Sourcing, Cross-functional Team..., Strategic Planning, Market Research, Product Management, Product Marketing, Contract Negotiations, Business Strategy, Marketing Strategy, Budgeting, Competitive Analysis, Strategy Development, Business Intelligence, P&L Management, Contract Negotiation, Strategy, Management Consulting, Analysis, Management, Telecommunications, SaaS, Marketing, Go-to-market Strategy, Team Building, Budgets
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
Smith College 1980 — 1984
BA, Government
Smith College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
AT&T April 2014 - Present
AT&T May 2010 - April 2014
TransUnion October 2006 - August 2009
Blue Cross Blue Shield Association March 2002 - October 2006
Eziaz, Incorporated October 2000 - March 2001
SBC Corporation February 1998 - July 2000
KPMG Peat Marwick, LLP May 1997 - February 1998
Baxter Healthcare/Allegiance Healthcare Corporation May 1994 - May 1997
Coopers & Lybrand August 1991 - October 1993
American Immigration Lawyers Association February 1987 - August 1989
Skills
Healthcare, Product Development, Pricing, Vendor Relations, Competitive Intelligence, Strategic Sourcing, Cross-functional Team..., Strategic Planning, Market Research, Product Management, Product Marketing, Contract Negotiations, Business Strategy, Marketing Strategy, Budgeting, Competitive Analysis, Strategy Development, Business Intelligence, P&L Management, Contract Negotiation, Strategy, Management Consulting, Analysis, Management, Telecommunications, SaaS, Marketing, Go-to-market Strategy, Team Building, Budgets
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA
Smith College 1980 — 1984
BA, Government
Smith College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Greg Williams, CPA, PFS's Coopers & Lybrand Experience September 1990 - December 1993
Job Business Owner
Industry Financial Services
Experience
ECHN 2013 - 2013
MassMutual 1998 - 2003
CIGNA December 1993 - September 1998
Coopers & Lybrand September 1990 - December 1993
Coopers & Lybrand 1990 - 1993
Education
Southern New Hampshire University 1986 — 1990
ECHN 2013 - 2013
MassMutual 1998 - 2003
CIGNA December 1993 - September 1998
Coopers & Lybrand September 1990 - December 1993
Coopers & Lybrand 1990 - 1993
Education
Southern New Hampshire University 1986 — 1990
Abbas Mirhashemi's Coopers & Lybrand Experience 1973 - 1976
Job CPA, Baywood Management, an Accountancy Corp.
Industry Accounting
Experience
Baywood Management, an Accountancy Corp. 1995 - Present
A.J. Markets, Inc. 1980 - 1995
Starret Housing Corporation 1976 - 1978
Coopers & Lybrand 1973 - 1976
Skills
Accounting, Financial Reporting, Tax Preparation, Income Tax, Sales Tax, Strategic Planning, Financial Planning, Financial Analysis, Budgeting, Financial Accounting, Small Business..., Payroll, Bookkeeping, Accounts Payable, Quickbooks, QuickBooks, Strategic Financial..., Finance, Financial Statements, Forecasting, General Ledger, Internal Controls, Journal Entries, Leadership, Management Consulting, Managerial Finance, Microsoft Excel, Small Business, Start-ups, Tax, Tax Accounting, Tax Advisory, Tax Law, Tax Returns
Education
Savannah State University 1978 — 1980
MBA, Finance
Baywood Management, an Accountancy Corp. 1995 - Present
A.J. Markets, Inc. 1980 - 1995
Starret Housing Corporation 1976 - 1978
Coopers & Lybrand 1973 - 1976
Skills
Accounting, Financial Reporting, Tax Preparation, Income Tax, Sales Tax, Strategic Planning, Financial Planning, Financial Analysis, Budgeting, Financial Accounting, Small Business..., Payroll, Bookkeeping, Accounts Payable, Quickbooks, QuickBooks, Strategic Financial..., Finance, Financial Statements, Forecasting, General Ledger, Internal Controls, Journal Entries, Leadership, Management Consulting, Managerial Finance, Microsoft Excel, Small Business, Start-ups, Tax, Tax Accounting, Tax Advisory, Tax Law, Tax Returns
Education
Savannah State University 1978 — 1980
MBA, Finance
Sergio Menacho, MBA's Coopers & Lybrand Experience June 1996 - August 1996
Job Senior Manager/Director Finance Global Accounting Reporting & Controls
Industry Accounting
Experience
Morgan Stanley September 2013 - April 2015
Prudential Financial August 2011 - September 2013
Société Générale June 2009 - August 2011
Deloitte & Touche LLP April 2005 - June 2009
Deloitte Tax LLP October 2001 - April 2005
Bloomberg LP May 2001 - September 2001
Mony Mutual Of New York October 2000 - April 2001
Bloomberg LP May 2000 - August 2000
Vorhaus & Company Inc. June 1999 - August 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Management, Financial Analysis, Accounting, Risk Management, Microsoft Excel, Financial Reporting, Finance, Sarbanes-Oxley Act, Six Sigma, US GAAP, Auditing, Internal Controls, Financial Accounting, Tax, Internal Audit, Due Diligence, Financial Services, Microsoft Office, Corporate Finance, Analysis
Education
Seton Hall University 2010 — 2014
Master of Business Administration (M.B.A.), Finance and International Business
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelors of Science (B.S.), Accounting & Law/Public Policy with a minor in Speech Communication
Morgan Stanley September 2013 - April 2015
Prudential Financial August 2011 - September 2013
Société Générale June 2009 - August 2011
Deloitte & Touche LLP April 2005 - June 2009
Deloitte Tax LLP October 2001 - April 2005
Bloomberg LP May 2001 - September 2001
Mony Mutual Of New York October 2000 - April 2001
Bloomberg LP May 2000 - August 2000
Vorhaus & Company Inc. June 1999 - August 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Management, Financial Analysis, Accounting, Risk Management, Microsoft Excel, Financial Reporting, Finance, Sarbanes-Oxley Act, Six Sigma, US GAAP, Auditing, Internal Controls, Financial Accounting, Tax, Internal Audit, Due Diligence, Financial Services, Microsoft Office, Corporate Finance, Analysis
Education
Seton Hall University 2010 — 2014
Master of Business Administration (M.B.A.), Finance and International Business
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelors of Science (B.S.), Accounting & Law/Public Policy with a minor in Speech Communication
Bill Tamblyn's Coopers & Lybrand Experience 1988 - 1993
Job CFO SpaceTime Insight
Industry Telecommunications
Experience
Ditech Networks June 1997 - August 2013
Conductus January 1994 - June 1997
Coopers & Lybrand 1988 - 1993
Skills
Start-ups, Mergers, Executive Management, SaaS, Strategic Partnerships, Strategy, IPO, Leadership, Mergers & Acquisitions, Finance, Business Development, Business Strategy, P&L Management, Contract Negotiation, Management, Product Marketing, Cross-functional Team..., Product Management, Telecommunications
Education
San Jose State University 1979 — 1982
BS, Accounting
Ditech Networks June 1997 - August 2013
Conductus January 1994 - June 1997
Coopers & Lybrand 1988 - 1993
Skills
Start-ups, Mergers, Executive Management, SaaS, Strategic Partnerships, Strategy, IPO, Leadership, Mergers & Acquisitions, Finance, Business Development, Business Strategy, P&L Management, Contract Negotiation, Management, Product Marketing, Cross-functional Team..., Product Management, Telecommunications
Education
San Jose State University 1979 — 1982
BS, Accounting
Brian Coffey's Coopers & Lybrand Experience 1988 - 1991
Job VP of Sales at MTM Technologies
Industry Information Technology and Services
Experience
MTM Technologies February 2011 - Present
CORESense July 2007 - February 2011
MTM Technologies October 2005 - July 2007
nfrastructure technologies 2001 - 2005
Rhythms NetConnections 1999 - 2001
GE Capital IT Solutions 1990 - 1999
Coopers & Lybrand 1988 - 1991
Skills
Solution Selling
Education
Siena College 1983 — 1987
MTM Technologies February 2011 - Present
CORESense July 2007 - February 2011
MTM Technologies October 2005 - July 2007
nfrastructure technologies 2001 - 2005
Rhythms NetConnections 1999 - 2001
GE Capital IT Solutions 1990 - 1999
Coopers & Lybrand 1988 - 1991
Skills
Solution Selling
Education
Siena College 1983 — 1987
Mark Dendle's Coopers & Lybrand Experience 1990 - 1997
Job Chief Financial Officer at ECOM Trading
Industry Executive Office
Experience
ECOM Trading June 2009 - Present
Eagle Materials, Inc. June 2008 - June 2009
Rexel Inc. 2003 - December 2007
Essilor of America, Inc. 1997 - 2003
Coopers & Lybrand 1990 - 1997
Skills
Capital Structure, Financial Reporting, Strategic Financial..., IT Strategy, Financial Accounting, Risk Management, Commodity Risk..., Treasury Management, Executive Management, International Tax, MIS, HR Transformation, Business Strategy, Business Development, Business Process..., Internal Audit..., System Design, Internal Controls, Banking Relationships, Foreign Investment, Return on Investment, Business Transformation, IT Enabled Business..., Acquisitions, Acquisition Integration, Organizational..., Transactional Quality, Manufacturing Operations, Contract Negotiation, Legal, Operational Efficiency, Cost Management, IPO, LBO, Private Placements, Private Equity, International Trade, International Project..., French, Spanish, English, Financial Structuring
Education
Southern Methodist University 2000 — 2002
Executive Masters of Business Administration (EMBA), Business, Finance, Administration
ICAEW (Institute of Chartered Accountants of England & Wales) 1990 — 1993
Chartered Accountant, Accounting, Business, and Finance
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (BA), International Studies & French dual major
Henry Clay Senior High School 1982 — 1985
Class rank # 7 of 519.
ECOM Trading June 2009 - Present
Eagle Materials, Inc. June 2008 - June 2009
Rexel Inc. 2003 - December 2007
Essilor of America, Inc. 1997 - 2003
Coopers & Lybrand 1990 - 1997
Skills
Capital Structure, Financial Reporting, Strategic Financial..., IT Strategy, Financial Accounting, Risk Management, Commodity Risk..., Treasury Management, Executive Management, International Tax, MIS, HR Transformation, Business Strategy, Business Development, Business Process..., Internal Audit..., System Design, Internal Controls, Banking Relationships, Foreign Investment, Return on Investment, Business Transformation, IT Enabled Business..., Acquisitions, Acquisition Integration, Organizational..., Transactional Quality, Manufacturing Operations, Contract Negotiation, Legal, Operational Efficiency, Cost Management, IPO, LBO, Private Placements, Private Equity, International Trade, International Project..., French, Spanish, English, Financial Structuring
Education
Southern Methodist University 2000 — 2002
Executive Masters of Business Administration (EMBA), Business, Finance, Administration
ICAEW (Institute of Chartered Accountants of England & Wales) 1990 — 1993
Chartered Accountant, Accounting, Business, and Finance
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (BA), International Studies & French dual major
Henry Clay Senior High School 1982 — 1985
Class rank # 7 of 519.
Sue Higgins Cvejanovich's Coopers & Lybrand Experience April 1986 - January 1990
Job
Industry Libraries
Experience
Miami-Dade Public Library System April 2012 - Present
Miami-Dade Public Library System March 2008 - April 2012
Miami-Dade Public Library System 2003 - 2008
Miami-Dade Public Library System 1992 - 2003
Miami-Dade Public Library System 1990 - 1992
Coopers & Lybrand April 1986 - January 1990
Texaco February 1982 - March 1986
Education
The University of Texas at Austin 1980 — 1982
MLIS
Simmons College 1971 — 1975
BA
Miami-Dade Public Library System April 2012 - Present
Miami-Dade Public Library System March 2008 - April 2012
Miami-Dade Public Library System 2003 - 2008
Miami-Dade Public Library System 1992 - 2003
Miami-Dade Public Library System 1990 - 1992
Coopers & Lybrand April 1986 - January 1990
Texaco February 1982 - March 1986
Education
The University of Texas at Austin 1980 — 1982
MLIS
Simmons College 1971 — 1975
BA
William McManus's Coopers & Lybrand Experience 1991 - 1998
Job Strategic Program Leader with Finance and Technology Background
Industry Management Consulting
Experience
Point B February 2013 - Present
Sailing Sabatical January 2012 - February 2013
Alvarez & Marsal April 2007 - December 2011
Washington Mutual July 2003 - March 2007
Wamu Capital Corp. (Washington Mutual) 2005 - 2007
WaMu 2003 - 2007
North Atlantic Crossing - Sailing Sabatical January 2001 - July 2003
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1991 - 1998
Skills
Risk Management, Financial Services, Fixed Income, Business Process..., Hedge Funds, Capital Markets, Asset Managment, Vendor Management, Process Improvement, Mergers, Derivatives, IT Strategy, Business Analysis, Portfolio Management, Financial Modeling, Equities, Securities, Banking, Financial Analysis, Governance, Management Consulting, Mergers & Acquisitions, Change Management, Project Portfolio..., Program Management, Executive Management, PMO, Start-ups, Management, Finance
Education
San Diego State University-California State University 1987 — 1991
BS - Business Administration, Accounting
Certified Public Accountant
Series 7 License
Point B February 2013 - Present
Sailing Sabatical January 2012 - February 2013
Alvarez & Marsal April 2007 - December 2011
Washington Mutual July 2003 - March 2007
Wamu Capital Corp. (Washington Mutual) 2005 - 2007
WaMu 2003 - 2007
North Atlantic Crossing - Sailing Sabatical January 2001 - July 2003
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1991 - 1998
Skills
Risk Management, Financial Services, Fixed Income, Business Process..., Hedge Funds, Capital Markets, Asset Managment, Vendor Management, Process Improvement, Mergers, Derivatives, IT Strategy, Business Analysis, Portfolio Management, Financial Modeling, Equities, Securities, Banking, Financial Analysis, Governance, Management Consulting, Mergers & Acquisitions, Change Management, Project Portfolio..., Program Management, Executive Management, PMO, Start-ups, Management, Finance
Education
San Diego State University-California State University 1987 — 1991
BS - Business Administration, Accounting
Certified Public Accountant
Series 7 License
Anthony Berloco's Coopers & Lybrand Experience August 1986 - July 1997
Job
Industry Pharmaceuticals
Experience
Merck & Co, Inc October 2014 - Present
Merck & Co., Inc November 2013 - October 2014
Merck & Co., Inc. September 2011 - November 2013
Schering-Plough August 2004 - August 2011
Dow Jones 1997 - 2004
Coopers & Lybrand August 1986 - July 1997
Skills
Internal Controls, Financial Reporting, Financial Audits, Auditing, Acquisition Integration, Financial Analysis, IFRS, Due Diligence, Mergers, Sarbanes-Oxley Act, Budget, US GAAP
Education
Seton Hall University 1983 — 1988
BA, Accounting
Seton Hall University
Bachelor's degree, Accounting
Merck & Co, Inc October 2014 - Present
Merck & Co., Inc November 2013 - October 2014
Merck & Co., Inc. September 2011 - November 2013
Schering-Plough August 2004 - August 2011
Dow Jones 1997 - 2004
Coopers & Lybrand August 1986 - July 1997
Skills
Internal Controls, Financial Reporting, Financial Audits, Auditing, Acquisition Integration, Financial Analysis, IFRS, Due Diligence, Mergers, Sarbanes-Oxley Act, Budget, US GAAP
Education
Seton Hall University 1983 — 1988
BA, Accounting
Seton Hall University
Bachelor's degree, Accounting
Cynthia Gailit's Coopers & Lybrand Experience 1991 - 1993
Job
Industry Internet
Experience
Motorola Solutions 2005 - Present
Symbol Technologies 1998 - 2000
Symbol Technologies April 1993 - April 1998
Coopers & Lybrand 1991 - 1993
Lex Electronics July 1990 - October 1991
Skills
Product Management..., Integration Testing, Business Process..., Web Project Management, Technical Writing, Business Process..., Business Process Design, Business Process Testing, Cross-functional Team..., Cross-functional..., Web Applications, Marketing Communications
Education
San Diego State University-California State University 1986 — 1989
MBA, Marketing
University of California, Santa Barbara 1975 — 1979
BA, History
Motorola Solutions 2005 - Present
Symbol Technologies 1998 - 2000
Symbol Technologies April 1993 - April 1998
Coopers & Lybrand 1991 - 1993
Lex Electronics July 1990 - October 1991
Skills
Product Management..., Integration Testing, Business Process..., Web Project Management, Technical Writing, Business Process..., Business Process Design, Business Process Testing, Cross-functional Team..., Cross-functional..., Web Applications, Marketing Communications
Education
San Diego State University-California State University 1986 — 1989
MBA, Marketing
University of California, Santa Barbara 1975 — 1979
BA, History
William Amon's Coopers & Lybrand Experience 1985 - 1996
Job Managing Director at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax 2011 - Present
Deloitte Tax LLP November 1996 - May 2011
deloitte tax llp November 1996 - May 2011
Deloitte 1996 - 2011
Coopers & Lybrand 1985 - 1996
Skills
Tax, Due Diligence, Accounting, International Tax, Mergers & Acquisitions, Auditing, Financial Analysis, Corporate Tax, SEC filings, Financial Reporting, Mergers, Restructuring, Private Equity, Income Tax, Strategy
Education
Santa Clara University School of Law 1974 — 1977
Andersen Tax 2011 - Present
Deloitte Tax LLP November 1996 - May 2011
deloitte tax llp November 1996 - May 2011
Deloitte 1996 - 2011
Coopers & Lybrand 1985 - 1996
Skills
Tax, Due Diligence, Accounting, International Tax, Mergers & Acquisitions, Auditing, Financial Analysis, Corporate Tax, SEC filings, Financial Reporting, Mergers, Restructuring, Private Equity, Income Tax, Strategy
Education
Santa Clara University School of Law 1974 — 1977
Mike Primeau's Coopers & Lybrand Experience June 1996 - July 1998
Job Manager, Market Risk Infrastructure at BMO
Industry Information Technology and Services
Experience
BMO April 2013 - Present
CIBC January 2009 - March 2013
CIBC May 2005 - January 2009
IBM Global Services October 2002 - May 2005
PwC Consulting June 1998 - October 2002
Coopers & Lybrand June 1996 - July 1998
Education
Ryerson University 1992 — 1996
BMO April 2013 - Present
CIBC January 2009 - March 2013
CIBC May 2005 - January 2009
IBM Global Services October 2002 - May 2005
PwC Consulting June 1998 - October 2002
Coopers & Lybrand June 1996 - July 1998
Education
Ryerson University 1992 — 1996
Suzanne Bradfield Spencer's Coopers & Lybrand Experience July 1988 - July 1997
Job Human Resources Professional
Industry Human Resources
Experience
SBS Consulting August 2005 - Present
Jet Propulsion Laboratory July 2000 - July 2005
Indymac Bank July 1997 - July 2000
Coopers & Lybrand July 1988 - July 1997
Education
University of Southern California 1984 — 1986
Business Administration
San Diego State University-California State University 1979 — 1983
Bachelor of Science, Psychology
SBS Consulting August 2005 - Present
Jet Propulsion Laboratory July 2000 - July 2005
Indymac Bank July 1997 - July 2000
Coopers & Lybrand July 1988 - July 1997
Education
University of Southern California 1984 — 1986
Business Administration
San Diego State University-California State University 1979 — 1983
Bachelor of Science, Psychology
Paul Hendriks's Coopers & Lybrand Experience 1982 - 1985
Job Owner, G. Paul Hendriks & Associates, CPA's
Industry Accounting
Experience
G. Paul Hendriks & Associates, Certified Public Accountants 1988 - Present
Wells Fargo Bank 1985 - 1988
Coopers & Lybrand 1982 - 1985
Skills
QuickBooks, Financial Reporting, Tax Preparation, Financial Analysis, Tax Returns, Corporate Tax, Partnership Taxation, Bookkeeping, Fixed Assets, Tax Research, Payroll Taxes, Small Business, Finance, Accounting, CPA, Income Tax, Tax, Strategic Financial..., Financial Accounting, General Ledger
Education
San Francisco State University, College of Business 1978 — 1980
MBA, Accounting
University of California, Berkeley 1974 — 1978
Bachelor of Arts (BA), Political Economy of Industrial Societies
Marin Catholic
G. Paul Hendriks & Associates, Certified Public Accountants 1988 - Present
Wells Fargo Bank 1985 - 1988
Coopers & Lybrand 1982 - 1985
Skills
QuickBooks, Financial Reporting, Tax Preparation, Financial Analysis, Tax Returns, Corporate Tax, Partnership Taxation, Bookkeeping, Fixed Assets, Tax Research, Payroll Taxes, Small Business, Finance, Accounting, CPA, Income Tax, Tax, Strategic Financial..., Financial Accounting, General Ledger
Education
San Francisco State University, College of Business 1978 — 1980
MBA, Accounting
University of California, Berkeley 1974 — 1978
Bachelor of Arts (BA), Political Economy of Industrial Societies
Marin Catholic
Sherri Wisdo's Coopers & Lybrand Experience 1986 - 1989
Job CFO at Penn Tank Lines
Industry Transportation/Trucking/Railroad
Experience
Penn Tank Lines January 2011 - Present
Penn Tank Lines November 2007 - January 2011
Tecniplast USA, Inc. 2005 - 2007
Croft, Drozd & Co. 2003 - 2005
Lukens Steel 1989 - 2003
Coopers & Lybrand 1986 - 1989
Education
Shippensburg University of Pennsylvania 1982 — 1986
BSBA
Penn Tank Lines January 2011 - Present
Penn Tank Lines November 2007 - January 2011
Tecniplast USA, Inc. 2005 - 2007
Croft, Drozd & Co. 2003 - 2005
Lukens Steel 1989 - 2003
Coopers & Lybrand 1986 - 1989
Education
Shippensburg University of Pennsylvania 1982 — 1986
BSBA
Rohit Parwal's Coopers & Lybrand Experience 1992 - 1996
Job Manager FP&A and Investment Performance at GE Asset Management
Industry Financial Services
Experience
GE Asset Management November 2013 - Present
GE Capital Asia Pacific September 2011 - October 2013
GE Capital May 2009 - September 2011
GE Equity October 2006 - May 2009
GE Corporate Financial Services - Bank Loan Group January 2006 - October 2006
GE Corporate Financial Services November 2003 - January 2006
GE Corporate Audit Staff September 2000 - October 2003
GE India March 1998 - August 2000
Coopers & Lybrand 1992 - 1996
Skills
Corporate FP&A, Planning Budgeting &..., Investor Relations..., Investor Reporting, Regulatory Affairs, Global Regulatory..., Stress Test, Private Equity, Pricing, Treasury, Accounting, SOX Compliancy, Controllership Functions, Reorganisation, Acquisition Integration, International Joint..., Complaince, Global Cross-Functional...
Education
S.P. Jain Institute of Management & Research 1996 — 1998
MBA, Management & Finance
Institute of Chartered Accountants of India - ICAI 1992 — 1995
Chartered Accountant, Finance, Accounting, Audit & Tax
SSMRV - Bangalore 1989 — 1992
Bachelor of Commerce (BCom), Finance & Commerce
GE Asset Management November 2013 - Present
GE Capital Asia Pacific September 2011 - October 2013
GE Capital May 2009 - September 2011
GE Equity October 2006 - May 2009
GE Corporate Financial Services - Bank Loan Group January 2006 - October 2006
GE Corporate Financial Services November 2003 - January 2006
GE Corporate Audit Staff September 2000 - October 2003
GE India March 1998 - August 2000
Coopers & Lybrand 1992 - 1996
Skills
Corporate FP&A, Planning Budgeting &..., Investor Relations..., Investor Reporting, Regulatory Affairs, Global Regulatory..., Stress Test, Private Equity, Pricing, Treasury, Accounting, SOX Compliancy, Controllership Functions, Reorganisation, Acquisition Integration, International Joint..., Complaince, Global Cross-Functional...
Education
S.P. Jain Institute of Management & Research 1996 — 1998
MBA, Management & Finance
Institute of Chartered Accountants of India - ICAI 1992 — 1995
Chartered Accountant, Finance, Accounting, Audit & Tax
SSMRV - Bangalore 1989 — 1992
Bachelor of Commerce (BCom), Finance & Commerce
Jim Glenning's Coopers & Lybrand Experience 1986 - 1991
Job Director, Global Supply Management & Contract Manufacturing
Industry Telecommunications
Experience
Corning Incorporated January 2014 - Present
Corning Life Sciences 2008 - Present
Corning Incorporated January 2012 - December 2013
Coopers & Lybrand 1986 - 1991
Skills
Strategic Sourcing, Six Sigma, Team Building, Cross-functional Team..., Project Management, Manufacturing, Procurement, Strategy, Process Improvement, Supply Management, Analysis, Operations Management, Supply Chain Management, Product Development
Education
Siena College 1982 — 1986
BBA, Accounting
BBA
Corning Incorporated January 2014 - Present
Corning Life Sciences 2008 - Present
Corning Incorporated January 2012 - December 2013
Coopers & Lybrand 1986 - 1991
Skills
Strategic Sourcing, Six Sigma, Team Building, Cross-functional Team..., Project Management, Manufacturing, Procurement, Strategy, Process Improvement, Supply Management, Analysis, Operations Management, Supply Chain Management, Product Development
Education
Siena College 1982 — 1986
BBA, Accounting
BBA
William Snyder's Coopers & Lybrand Experience September 1990 - July 1995
Job Vice President Strategy & Continuous Improvement, Global Operations at Lexis Nexis Legal & Professional
Industry Publishing
Experience
Lexis Nexis Legal & Professional October 2014 - Present
LexisNexis December 2011 - September 2014
LexisNexis April 2009 - December 2011
Lexis Nexis July 2007 - March 2009
Lexis Nexis March 2002 - July 2007
Lexis Nexis May 2000 - March 2002
Matthew Bender & Company/Lexis Nexis July 1995 - May 2000
Coopers & Lybrand September 1990 - July 1995
Skills
Cross-functional Team..., Business Process..., Business Analysis, Process Improvement, Program Management, Strategic Partnerships, Leadership, Strategic Planning, Forecasting, Mergers, Change Management, Budgets, Strategic Financial..., Mergers & Acquisitions, Project Planning, Analysis, Management, Strategy
Education
Siena College 1986 — 1990
BBA, Accounting, Finance
Lexis Nexis Legal & Professional October 2014 - Present
LexisNexis December 2011 - September 2014
LexisNexis April 2009 - December 2011
Lexis Nexis July 2007 - March 2009
Lexis Nexis March 2002 - July 2007
Lexis Nexis May 2000 - March 2002
Matthew Bender & Company/Lexis Nexis July 1995 - May 2000
Coopers & Lybrand September 1990 - July 1995
Skills
Cross-functional Team..., Business Process..., Business Analysis, Process Improvement, Program Management, Strategic Partnerships, Leadership, Strategic Planning, Forecasting, Mergers, Change Management, Budgets, Strategic Financial..., Mergers & Acquisitions, Project Planning, Analysis, Management, Strategy
Education
Siena College 1986 — 1990
BBA, Accounting, Finance
Charlie Jebran's Coopers & Lybrand Experience 1986 - 1990
Job President at Jebran & Abraham, PC
Industry Accounting
Experience
Jebran & Associates, PC July 2003 - Present
CBIZ MHM, LLC 2000 - 2003
Halbert Katz & Company 1998 - 2000
Coopers & Lybrand 1986 - 1990
Skills
Tax Preparation, Corporate Tax, Accounting, Budgets, Income Tax, Leadership, Customer Service, Financial Reporting, Internal Controls, Process Improvement, Sarbanes-Oxley Act, Accounts Payable, Microsoft Excel, Cost Accounting, Finance, Tax Returns, Auditing, Tax, Strategic Financial...
Education
Saint Joseph's University 1982 — 1986
BS in Accounting, Accounting
Jebran & Associates, PC July 2003 - Present
CBIZ MHM, LLC 2000 - 2003
Halbert Katz & Company 1998 - 2000
Coopers & Lybrand 1986 - 1990
Skills
Tax Preparation, Corporate Tax, Accounting, Budgets, Income Tax, Leadership, Customer Service, Financial Reporting, Internal Controls, Process Improvement, Sarbanes-Oxley Act, Accounts Payable, Microsoft Excel, Cost Accounting, Finance, Tax Returns, Auditing, Tax, Strategic Financial...
Education
Saint Joseph's University 1982 — 1986
BS in Accounting, Accounting
Kathleen McCarthy's Coopers & Lybrand Experience 1986 - 1994
Job Principal at The Chartis Group
Industry Hospital & Health Care
Experience
The Chartis Group September 2013 - Present
Health Strategies & Solutions February 2006 - July 2013
Ellis Hospital 2004 - 2005
Saratoga Care 1994 - 2004
Coopers & Lybrand 1986 - 1994
Skills
Healthcare Consulting, Physician Relations, Healthcare, Hospitals, Healthcare Management, Healthcare Information..., Strategic Planning, Business Planning, Project Management, Data Analysis, Process Improvement, Business Strategy, Strategy, Management
Education
Medical College of Virginia
Master of Hospital Administration
Siena College
Bachelor of Science, Marketing/Management
The Chartis Group September 2013 - Present
Health Strategies & Solutions February 2006 - July 2013
Ellis Hospital 2004 - 2005
Saratoga Care 1994 - 2004
Coopers & Lybrand 1986 - 1994
Skills
Healthcare Consulting, Physician Relations, Healthcare, Hospitals, Healthcare Management, Healthcare Information..., Strategic Planning, Business Planning, Project Management, Data Analysis, Process Improvement, Business Strategy, Strategy, Management
Education
Medical College of Virginia
Master of Hospital Administration
Siena College
Bachelor of Science, Marketing/Management
Carol Burchill's Coopers & Lybrand Experience 1994 - 1996
Job Experienced healthcare compliance professional with clinical background
Industry Hospital & Health Care
Experience
N/A - Independent Contractor 2010 - Present
Global Consulting Company February 2009 - February 2010
Siemens Medical Solutions March 2001 - September 2008
McKesson Health Solutions November 1999 - September 2000
Quest Diagnostics (formerly SBCL) August 1997 - November 1999
University of Pennsylvania Health System 1996 - 1997
Coopers & Lybrand 1994 - 1996
Education
Villanova University 1987 — 1991
MS, Health Care Administration
Seton Hall University 1965 — 1969
BSN, Nursing
N/A - Independent Contractor 2010 - Present
Global Consulting Company February 2009 - February 2010
Siemens Medical Solutions March 2001 - September 2008
McKesson Health Solutions November 1999 - September 2000
Quest Diagnostics (formerly SBCL) August 1997 - November 1999
University of Pennsylvania Health System 1996 - 1997
Coopers & Lybrand 1994 - 1996
Education
Villanova University 1987 — 1991
MS, Health Care Administration
Seton Hall University 1965 — 1969
BSN, Nursing
Debbie Hickey's Coopers & Lybrand Experience September 1985 - December 1990
Job Chief Administrative Officer at Millennium Advisors, LLC
Industry Financial Services
Experience
Millennium Advisors, LLC October 2012 - Present
Oyster Consulting, LLC May 2012 - September 2012
Deborah S. Knapp CPA January 2012 - May 2012
Seaside Vacations November 2004 - August 2011
LPL Financial May 2000 - January 2004
EVEREN Securities January 1991 - January 2000
Coopers & Lybrand September 1985 - December 1990
Skills
Real Estate, Strategic Planning, Accounting, Rentals, Management, Strategic Financial..., Financial Reporting, Financial Analysis, Executive Management, Due Diligence, Budgets, Process Improvement, Mergers, Auditing, Customer Service, Forecasting, Private Equity, Financial Planners, Series 27, 7, 63, 24, Banking, Finance, Mergers & Acquisitions
Education
Saint Mary's College 1981 — 1985
BBA, Accounting
Alentown Central Catholic HS 1978 — 1981
Millennium Advisors, LLC October 2012 - Present
Oyster Consulting, LLC May 2012 - September 2012
Deborah S. Knapp CPA January 2012 - May 2012
Seaside Vacations November 2004 - August 2011
LPL Financial May 2000 - January 2004
EVEREN Securities January 1991 - January 2000
Coopers & Lybrand September 1985 - December 1990
Skills
Real Estate, Strategic Planning, Accounting, Rentals, Management, Strategic Financial..., Financial Reporting, Financial Analysis, Executive Management, Due Diligence, Budgets, Process Improvement, Mergers, Auditing, Customer Service, Forecasting, Private Equity, Financial Planners, Series 27, 7, 63, 24, Banking, Finance, Mergers & Acquisitions
Education
Saint Mary's College 1981 — 1985
BBA, Accounting
Alentown Central Catholic HS 1978 — 1981
Sean Deorsey's Coopers & Lybrand Experience September 1994 - January 1998
Job VP Controller at Optimizely
Industry Internet
Experience
Optimizely January 2015 - Present
Clinkle February 2014 - December 2014
Ubiquiti Networks August 2010 - February 2014
EFI March 2009 - August 2010
Fox Barrel Cider Company April 2004 - February 2009
IGN Entertainment, Inc. January 2001 - March 2004
Zabit & Associates January 1998 - February 2001
Coopers & Lybrand September 1994 - January 1998
PricewaterhouseCoopers September 1994 - January 1998
United States Marine Corp Reserve, Hayward, CA June 1991 - June 1997
Education
Santa Clara University 1990 — 1994
BS, Accounting
Optimizely January 2015 - Present
Clinkle February 2014 - December 2014
Ubiquiti Networks August 2010 - February 2014
EFI March 2009 - August 2010
Fox Barrel Cider Company April 2004 - February 2009
IGN Entertainment, Inc. January 2001 - March 2004
Zabit & Associates January 1998 - February 2001
Coopers & Lybrand September 1994 - January 1998
PricewaterhouseCoopers September 1994 - January 1998
United States Marine Corp Reserve, Hayward, CA June 1991 - June 1997
Education
Santa Clara University 1990 — 1994
BS, Accounting
Jim McCaughan's Coopers & Lybrand Experience September 1972 - January 1976
Job Senior Vice President & Chief Financial Officer at De Lage Landen
Industry Financial Services
Experience
De Lage Landen Vice PresidentDeLage Landen Financial Services2007 - Present
Campus Crest Communities January 2006 - December 2007
CD Ventures January 2002 - January 2006
Rollins Leasing Corp. August 1980 - December 2001
National Railway Utilization Corp July 1998 - July 2000
Ford Motor Company January 1976 - June 1978
Coopers & Lybrand September 1972 - January 1976
Education
Saint Joseph's University - Erivan K. Haub School of Business 1978 — 1981
MBA, Finance & Accounting
Villanova University 1968 — 1972
BS, Finance & Accounting
De Lage Landen Vice PresidentDeLage Landen Financial Services2007 - Present
Campus Crest Communities January 2006 - December 2007
CD Ventures January 2002 - January 2006
Rollins Leasing Corp. August 1980 - December 2001
National Railway Utilization Corp July 1998 - July 2000
Ford Motor Company January 1976 - June 1978
Coopers & Lybrand September 1972 - January 1976
Education
Saint Joseph's University - Erivan K. Haub School of Business 1978 — 1981
MBA, Finance & Accounting
Villanova University 1968 — 1972
BS, Finance & Accounting
Alynne Gootkin's Coopers & Lybrand Experience January 1989 - January 1990
Job Accounting Manager at Destination Harley Davidson of Silverdale
Industry Accounting
Experience
Destination Harley- Davidson of Silverdale December 2013 - Present
Legend Harley-Davidson March 2012 - December 2013
Thrivent Financial for Lutherans May 2010 - December 2013
Little Lambs Preschool August 2010 - September 2012
Eagle Construction January 1990 - February 2011
Tacoma Youth Chorus August 2008 - June 2010
Allovus January 2009 - March 2010
FilterTalent March 2006 - January 2008
Coopers & Lybrand January 1989 - January 1990
Skills
Word, Excel, Financial Reporting, Quickbooks, Outlook
Education
Southern Connecticut State University 1986 — 1988
Businees, Accounting
Destination Harley- Davidson of Silverdale December 2013 - Present
Legend Harley-Davidson March 2012 - December 2013
Thrivent Financial for Lutherans May 2010 - December 2013
Little Lambs Preschool August 2010 - September 2012
Eagle Construction January 1990 - February 2011
Tacoma Youth Chorus August 2008 - June 2010
Allovus January 2009 - March 2010
FilterTalent March 2006 - January 2008
Coopers & Lybrand January 1989 - January 1990
Skills
Word, Excel, Financial Reporting, Quickbooks, Outlook
Education
Southern Connecticut State University 1986 — 1988
Businees, Accounting
Kevin Rokosh's Coopers & Lybrand Experience 1988 - 1991
Job Finance Manager: Seaspan Ferries Corp
Industry Transportation/Trucking/Railroad
Experience
Seaspan Ferries Corporation August 2008 - Present
BC Marine Employee- Health Benefit Plan 2011 - Present
EaglePicher 2007 - 2008
Sierra Wireless 2005 - 2007
Hain Celestial 2003 - 2005
Q-Media Solutions 2001 - 2003
Loewen Group Inc - Alderwoods Group 1991 - 2001
Coopers & Lybrand 1988 - 1991
Skills
Financial Reporting, Forecasting, Budgets, Process Improvement, Strategic Planning, Change Management, Business Analysis, Risk Management, Auditing, Strategic Initiatives, Operations Management, Financial Modeling, Project Management, Contract Negotiation, Business Strategy, Operational Planning, Strategic Sales..., Business Process..., Financial Analysis, Marine Operations, Accounting, Pricing Strategy, Lease Negotiations, Cost Accounting, ERP
Education
Simon Fraser University 1983 — 1988
BBA, Accounting and Finance
Certified General Accountants of B.C.
C.G.A
Canadian Securities Institute 1998 — 2002
Seaspan Ferries Corporation August 2008 - Present
BC Marine Employee- Health Benefit Plan 2011 - Present
EaglePicher 2007 - 2008
Sierra Wireless 2005 - 2007
Hain Celestial 2003 - 2005
Q-Media Solutions 2001 - 2003
Loewen Group Inc - Alderwoods Group 1991 - 2001
Coopers & Lybrand 1988 - 1991
Skills
Financial Reporting, Forecasting, Budgets, Process Improvement, Strategic Planning, Change Management, Business Analysis, Risk Management, Auditing, Strategic Initiatives, Operations Management, Financial Modeling, Project Management, Contract Negotiation, Business Strategy, Operational Planning, Strategic Sales..., Business Process..., Financial Analysis, Marine Operations, Accounting, Pricing Strategy, Lease Negotiations, Cost Accounting, ERP
Education
Simon Fraser University 1983 — 1988
BBA, Accounting and Finance
Certified General Accountants of B.C.
C.G.A
Canadian Securities Institute 1998 — 2002
Bert Cehovet's Coopers & Lybrand Experience 1977 - 1984
Job Vice President at Washington Chain & Supply, Inc.
Industry Wholesale
Experience
Washington Chain & Supply, Inc. 1984 - Present
Rotary 2005 - 2015
Coopers & Lybrand 1977 - 1984
Skills
Public Speaking, Team Building, Strategic Planning, Fundraising, Entrepreneurship, Leadership, Nonprofits, Budgets, Small Business
Education
Seattle University 1975 — 1977
BA, Business/Accounting
Washington Chain & Supply, Inc. 1984 - Present
Rotary 2005 - 2015
Coopers & Lybrand 1977 - 1984
Skills
Public Speaking, Team Building, Strategic Planning, Fundraising, Entrepreneurship, Leadership, Nonprofits, Budgets, Small Business
Education
Seattle University 1975 — 1977
BA, Business/Accounting
John A. Sarto's Coopers & Lybrand Experience 1975 - 1980
Job Chief Financial Officer at PCS Wireless
Industry Telecommunications
Experience
PCS Wireless May 2011 - Present
JA Sarto Consulting May 2009 - April 2011
Triumph Apparel Corp. (formerly Danskin, Inc.) July 1999 - April 2009
Schupak Group Ltd. 1998 - 1999
JA Sarto Consulting 1997 - 1998
SLM International, Inc. 1994 - 1997
Brooke Group Ltd. (now Vector Group Ltd.) 1988 - 1994
MasterCard International, Inc. 1986 - 1988
The Dun & Bradstreet Corporation 1980 - 1986
Coopers & Lybrand 1975 - 1980
Skills
Business Strategy, Financial Analysis, Negotiation, Strategic Financial..., Business Planning, financial consulting, Turnaround Management, Debt Restructuring, SEC filings, Apparel, Leadership, Finance, Financial Advisory, Mergers & Acquisitions, Restructuring, Turn Around Management, Strategic Planning, Corporate Finance, Auditing, Management Consulting, Due Diligence, Strategy, Start-ups, Forecasting
Education
Fairleigh Dickinson University-Metropolitan Campus 1981 — 1984
MBA, Finance
Saint Peter's University 1971 — 1975
BS Accounting
University of Florida
PCS Wireless May 2011 - Present
JA Sarto Consulting May 2009 - April 2011
Triumph Apparel Corp. (formerly Danskin, Inc.) July 1999 - April 2009
Schupak Group Ltd. 1998 - 1999
JA Sarto Consulting 1997 - 1998
SLM International, Inc. 1994 - 1997
Brooke Group Ltd. (now Vector Group Ltd.) 1988 - 1994
MasterCard International, Inc. 1986 - 1988
The Dun & Bradstreet Corporation 1980 - 1986
Coopers & Lybrand 1975 - 1980
Skills
Business Strategy, Financial Analysis, Negotiation, Strategic Financial..., Business Planning, financial consulting, Turnaround Management, Debt Restructuring, SEC filings, Apparel, Leadership, Finance, Financial Advisory, Mergers & Acquisitions, Restructuring, Turn Around Management, Strategic Planning, Corporate Finance, Auditing, Management Consulting, Due Diligence, Strategy, Start-ups, Forecasting
Education
Fairleigh Dickinson University-Metropolitan Campus 1981 — 1984
MBA, Finance
Saint Peter's University 1971 — 1975
BS Accounting
University of Florida
Patricia O'Keefe Monteleone's Coopers & Lybrand Experience September 1985 - September 1987
Job LCSW, Psychotherapist, Consultant, and Coach
Industry Mental Health Care
Experience
Patricia O'Keefe Monteleone, LCSW March 2001 - Present
Newton Memorial Hospital October 2000 - May 2007
Minisink Valley School District September 2001 - June 2002
Evergreen Park School District, Evergreen Park, Illinois August 1997 - June 2000
Misericordia Home August 1992 - October 1995
Heller Financial September 1987 - August 1992
Coopers & Lybrand September 1985 - September 1987
Skills
Family Therapy, Mental Health, Psychotherapy, EMDR, Trauma Therapy, Treatment of depression, Post Traumatic Stress, BPD, DBT, Clinical Research, Life Transitions, Young Adults, Body Image, Grief Counseling, Mindfulness, Stress Management, Group Therapy, Treatment, Stress
Education
The University of Chicago 1992 — 1995
AM, Social Services
Saint Mary's College 1981 — 1985
BBA, Accounting
Patricia O'Keefe Monteleone, LCSW March 2001 - Present
Newton Memorial Hospital October 2000 - May 2007
Minisink Valley School District September 2001 - June 2002
Evergreen Park School District, Evergreen Park, Illinois August 1997 - June 2000
Misericordia Home August 1992 - October 1995
Heller Financial September 1987 - August 1992
Coopers & Lybrand September 1985 - September 1987
Skills
Family Therapy, Mental Health, Psychotherapy, EMDR, Trauma Therapy, Treatment of depression, Post Traumatic Stress, BPD, DBT, Clinical Research, Life Transitions, Young Adults, Body Image, Grief Counseling, Mindfulness, Stress Management, Group Therapy, Treatment, Stress
Education
The University of Chicago 1992 — 1995
AM, Social Services
Saint Mary's College 1981 — 1985
BBA, Accounting
Jeff Considine's Coopers & Lybrand Experience August 1976 - September 1979
Job Chief Financial Officer at Centerra Capital
Industry Financial Services
Experience
Centerra Capital January 2004 - December 2013
Music Go Round April 1999 - January 2004
Capax Management & Insurance Services February 1996 - April 1999
Modesto Banking Company June 1990 - May 1994
Convergent Technologies May 1985 - May 1990
Coopers & Lybrand August 1976 - September 1979
Skills
Management, Financial Analysis, Finance, Mergers & Acquisitions, Asset Management, CPA, Accounting, Small Business, Strategic Financial..., Cash Management, Financial Reporting, Forecasting, Auditing
Education
San Jose State University 1974 — 1976
BS, Business Admin-Accounting
Centerra Capital January 2004 - December 2013
Music Go Round April 1999 - January 2004
Capax Management & Insurance Services February 1996 - April 1999
Modesto Banking Company June 1990 - May 1994
Convergent Technologies May 1985 - May 1990
Coopers & Lybrand August 1976 - September 1979
Skills
Management, Financial Analysis, Finance, Mergers & Acquisitions, Asset Management, CPA, Accounting, Small Business, Strategic Financial..., Cash Management, Financial Reporting, Forecasting, Auditing
Education
San Jose State University 1974 — 1976
BS, Business Admin-Accounting
Bill Tice's Coopers & Lybrand Experience 1989 - 1991
Job AVP S&L Tax at Moodys Corporation
Industry Publishing
Experience
Moodys Corporation January 2011 - Present
Tommy Hilfiger March 2005 - January 2011
UBS Financial Services 2000 - 2005
Bristol-Myers Squibb 1996 - 2000
Prudential Financial 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, International Tax, Due Diligence, General Ledger, SEC filings, US GAAP, Tax Research, Transfer Pricing, Internal Controls, SEC Filings
Education
Villanova University 1985 — 1989
BS, Accounting
Seton Hall University 1996 — 1999
MS, Tax
Moodys Corporation January 2011 - Present
Tommy Hilfiger March 2005 - January 2011
UBS Financial Services 2000 - 2005
Bristol-Myers Squibb 1996 - 2000
Prudential Financial 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, International Tax, Due Diligence, General Ledger, SEC filings, US GAAP, Tax Research, Transfer Pricing, Internal Controls, SEC Filings
Education
Villanova University 1985 — 1989
BS, Accounting
Seton Hall University 1996 — 1999
MS, Tax
Melissa Wasson, CPA's Coopers & Lybrand Experience 1989 - 1993
Job Assistant General Manager at Global Spectrum
Industry Accounting
Experience
Global Spectrum July 2011 - Present
Global Spectrum September 2009 - July 2011
Global Spectrum March 2005 - September 2009
APSM Systems, Inc. 1994 - 2005
Coopers & Lybrand 1989 - 1993
Skills
Event Management, Budgets, Financial Analysis, Accounting, Financial Accounting, Time Management, Finance, Financial Reporting, Sales, Payroll, Managerial Finance, Auditing
Education
San Diego State University-California State University 1985 — 1989
BS, Accounting
Global Spectrum July 2011 - Present
Global Spectrum September 2009 - July 2011
Global Spectrum March 2005 - September 2009
APSM Systems, Inc. 1994 - 2005
Coopers & Lybrand 1989 - 1993
Skills
Event Management, Budgets, Financial Analysis, Accounting, Financial Accounting, Time Management, Finance, Financial Reporting, Sales, Payroll, Managerial Finance, Auditing
Education
San Diego State University-California State University 1985 — 1989
BS, Accounting
Christine Norton's Coopers & Lybrand Experience January 1987 - May 1990
Job Vice President Audit & Risk Management at MasterCard
Industry Information Technology and Services
Experience
MasterCard July 2012 - Present
PepsiCo September 2005 - June 2012
Allied Domecq May 2004 - August 2005
Accenture April 1998 - October 2002
Bristol-Myers Squibb June 1990 - March 1998
Coopers & Lybrand January 1987 - May 1990
Skills
Sarbanes-Oxley Act, Management, Strategy, Internal Controls, Business Process..., Financial Analysis
Education
Siena College 1985 — 1987
BBA Accounting, Accounting/Finance
Adirondack Community College 1982 — 1984
Associates Degree, Accounting
Queensbury High School
MasterCard July 2012 - Present
PepsiCo September 2005 - June 2012
Allied Domecq May 2004 - August 2005
Accenture April 1998 - October 2002
Bristol-Myers Squibb June 1990 - March 1998
Coopers & Lybrand January 1987 - May 1990
Skills
Sarbanes-Oxley Act, Management, Strategy, Internal Controls, Business Process..., Financial Analysis
Education
Siena College 1985 — 1987
BBA Accounting, Accounting/Finance
Adirondack Community College 1982 — 1984
Associates Degree, Accounting
Queensbury High School
ROSALIE ADDUCI's Coopers & Lybrand Experience September 1984 - May 1988
Job Indepenent Consultant
Industry Accounting
Experience
Chazey Partners July 2009 - Present
Independent Consultant February 2009 - May 2009
South Yuba River Citizens League August 2007 - February 2009
3Com October 1998 - November 2007
Stanford University November 2001 - February 2007
Applied Materials 1997 - 1998
Exponent 1994 - 1997
Tandem 1988 - 1994
Coopers & Lybrand September 1984 - May 1988
Education
San Jose State University 1979 — 1982
MBA, Accounting
Chazey Partners July 2009 - Present
Independent Consultant February 2009 - May 2009
South Yuba River Citizens League August 2007 - February 2009
3Com October 1998 - November 2007
Stanford University November 2001 - February 2007
Applied Materials 1997 - 1998
Exponent 1994 - 1997
Tandem 1988 - 1994
Coopers & Lybrand September 1984 - May 1988
Education
San Jose State University 1979 — 1982
MBA, Accounting
Ed Kania's Coopers & Lybrand Experience September 1983 - August 1989
Job Vice President for Finance & Administration at Davidson College
Industry Higher Education
Experience
Davidson College February 2010 - Present
Davidson College October 1990 - January 2010
Davidson College Development Corporation May 1997 - June 2008
Tribble Harris & Li September 1989 - October 1990
Coopers & Lybrand September 1983 - August 1989
Skills
Financial Management, Accounting, Budgeting, Higher Education, Strategic Planning, Budgets, Microsoft Excel, Nonprofits, Financial Analysis, Managerial Finance, Microsoft Office, Community Outreach, Fundraising, Data Analysis, Management
Education
Saint Joseph's University 1979 — 1983
B.S., Accounting
Davidson College February 2010 - Present
Davidson College October 1990 - January 2010
Davidson College Development Corporation May 1997 - June 2008
Tribble Harris & Li September 1989 - October 1990
Coopers & Lybrand September 1983 - August 1989
Skills
Financial Management, Accounting, Budgeting, Higher Education, Strategic Planning, Budgets, Microsoft Excel, Nonprofits, Financial Analysis, Managerial Finance, Microsoft Office, Community Outreach, Fundraising, Data Analysis, Management
Education
Saint Joseph's University 1979 — 1983
B.S., Accounting
Richard Healy's Coopers & Lybrand Experience 1979 - 1982
Job Business and Strategic Planning
Industry Management Consulting
Experience
Self - Employed July 2009 - Present
FirstCall Healthcare, Inc December 2007 - June 2009
Leisure Bay Industries 2003 - 2005
Marriott Vacation Club International 1997 - 1999
Planet Hollywood 1993 - 1997
Florida Pool Enclosures, Inc 1992 - 1997
Cadmus Communications 1988 - 1993
Mellon-Stuart Company 1982 - 1988
Coopers & Lybrand 1979 - 1982
Skills
Managerial Finance, Budgets, Strategic Planning, Microsoft Office, Internal Controls, Risk Management, Retail, Finance, Financial Analysis, Team Building, Leadership, Financial Reporting, Accounting, Forecasting, Management, Human Resources, Management Consulting
Education
University of Central Florida - College of Business Administration 1989 — 1990
MBA
Saint Vincent College 1975 — 1979
BS, Accounting
Greensburg Central Catholic 1970 — 1975
Self - Employed July 2009 - Present
FirstCall Healthcare, Inc December 2007 - June 2009
Leisure Bay Industries 2003 - 2005
Marriott Vacation Club International 1997 - 1999
Planet Hollywood 1993 - 1997
Florida Pool Enclosures, Inc 1992 - 1997
Cadmus Communications 1988 - 1993
Mellon-Stuart Company 1982 - 1988
Coopers & Lybrand 1979 - 1982
Skills
Managerial Finance, Budgets, Strategic Planning, Microsoft Office, Internal Controls, Risk Management, Retail, Finance, Financial Analysis, Team Building, Leadership, Financial Reporting, Accounting, Forecasting, Management, Human Resources, Management Consulting
Education
University of Central Florida - College of Business Administration 1989 — 1990
MBA
Saint Vincent College 1975 — 1979
BS, Accounting
Greensburg Central Catholic 1970 — 1975
Carole Heaton's Coopers & Lybrand Experience February 1985 - October 1987
Job Independent Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Thrive for Life Coaching 2009 - Present
Coopers & Lybrand February 1985 - October 1987
Skills
College Recruiting, Employee Relations, Team Building, Training, Coaching, Organizational..., Microsoft Excel, Leadership
Education
Bentley College 1990 — 1991
Human Resource Certificate
Saint Bonaventure University 1977 — 1981
Bachelor of Business Administration, Accounting
Thrive for Life Coaching 2009 - Present
Coopers & Lybrand February 1985 - October 1987
Skills
College Recruiting, Employee Relations, Team Building, Training, Coaching, Organizational..., Microsoft Excel, Leadership
Education
Bentley College 1990 — 1991
Human Resource Certificate
Saint Bonaventure University 1977 — 1981
Bachelor of Business Administration, Accounting
Greg Farkas's Coopers & Lybrand Experience 1990 - 1992
Job Independent Financial Services Professional
Industry Financial Services
Experience
Office Software Services 2008 - Present
Sylvan Learning Centers 2008 - 2011
LifeGuard, Inc. 1995 - 1998
Conner Peripherals 1995 - 1995
Office Software Services 1992 - 1995
Coopers & Lybrand 1990 - 1992
Skills
Management, Public Speaking, Financial Analysis, Entrepreneurship, Forecasting, Budgets, Strategic Financial..., Program Management, Proposal Writing, Coaching, Strategic Planning, Finance, Analysis, Access, Training, Strategy, Financial Planning, Process Improvement, Payroll, Project Management
Education
Cupertino HS
San Diego State University-California State University
MBA-Finance, Finance, Management
University of California, San Diego
BA-Economics, economics
Office Software Services 2008 - Present
Sylvan Learning Centers 2008 - 2011
LifeGuard, Inc. 1995 - 1998
Conner Peripherals 1995 - 1995
Office Software Services 1992 - 1995
Coopers & Lybrand 1990 - 1992
Skills
Management, Public Speaking, Financial Analysis, Entrepreneurship, Forecasting, Budgets, Strategic Financial..., Program Management, Proposal Writing, Coaching, Strategic Planning, Finance, Analysis, Access, Training, Strategy, Financial Planning, Process Improvement, Payroll, Project Management
Education
Cupertino HS
San Diego State University-California State University
MBA-Finance, Finance, Management
University of California, San Diego
BA-Economics, economics
Ralph Simone's Coopers & Lybrand Experience 1988 - 1991
Job President & Founder at Productivity Leadership Systems
Industry Management Consulting
Experience
Productivity Leadership Systems June 2004 - Present
Productivity Leadership Systems, LLC January 2004 - Present
Coopers & Lybrand 1988 - 1991
Skills
Leadership Development, Executive Coaching, Business Strategy, Management Consulting, Strategy, Leadership, Strategic Planning, Team Building, Training, Project Management, Small Business, Organizational..., Change Management, Organizational..., Program Management, Business Planning, Entrepreneurship, Employee Engagement, Talent Management, Cross-functional Team..., Analysis, Team Leadership, Government, Proposal Writing, Management, Budgets, Executive Management, Mergers & Acquisitions, Business Process..., New Business Development, Coaching, Business Development, Start-ups, Performance Management, Executive Development, Emotional Intelligence, MBTI, Performance Improvement, Workshop Facilitation, Career Development, Business Coaching
Education
Siena College 1975 — 1979
BBA, Accounting
Productivity Leadership Systems June 2004 - Present
Productivity Leadership Systems, LLC January 2004 - Present
Coopers & Lybrand 1988 - 1991
Skills
Leadership Development, Executive Coaching, Business Strategy, Management Consulting, Strategy, Leadership, Strategic Planning, Team Building, Training, Project Management, Small Business, Organizational..., Change Management, Organizational..., Program Management, Business Planning, Entrepreneurship, Employee Engagement, Talent Management, Cross-functional Team..., Analysis, Team Leadership, Government, Proposal Writing, Management, Budgets, Executive Management, Mergers & Acquisitions, Business Process..., New Business Development, Coaching, Business Development, Start-ups, Performance Management, Executive Development, Emotional Intelligence, MBTI, Performance Improvement, Workshop Facilitation, Career Development, Business Coaching
Education
Siena College 1975 — 1979
BBA, Accounting
Matthew Hsu's Coopers & Lybrand Experience December 1996 - June 1997
Job Assistant Manager at Cathay Bank
Industry Banking
Experience
Cathay Bank August 2015 - Present
Asia Bank January 2005 - July 2015
Asia Bank July 1999 - January 2005
Coopers & Lybrand December 1996 - June 1997
Skills
Credit Analysis, Customer Service, Finance, Credit, Financial Analysis, Banking, Underwriting, Investments, Commercial Mortgages, Management, Mortgage Servicing, Real Estate Financing, Credit Risk
Education
University of Missouri-Kansas City 1997 — 1999
MBA, Finance, General
Soochow University 1990 — 1994
Bachelor, Accounting
Cathay Bank August 2015 - Present
Asia Bank January 2005 - July 2015
Asia Bank July 1999 - January 2005
Coopers & Lybrand December 1996 - June 1997
Skills
Credit Analysis, Customer Service, Finance, Credit, Financial Analysis, Banking, Underwriting, Investments, Commercial Mortgages, Management, Mortgage Servicing, Real Estate Financing, Credit Risk
Education
University of Missouri-Kansas City 1997 — 1999
MBA, Finance, General
Soochow University 1990 — 1994
Bachelor, Accounting
Kirk Holstine's Coopers & Lybrand Experience 1993 - 1998
Job
Industry Logistics and Supply Chain
Experience
Bill & Melinda Gates Foundation December 2010 - Present
Expedia 2009 - December 2010
Amazon.com 2008 - 2009
Amazon.com 2003 - 2008
Microvision 2000 - 2002
Siemens Medical Solutions 1998 - 2000
Coopers & Lybrand 1993 - 1998
The Boeing Company 1987 - 1993
Education
Seattle University
MBA
Seattle University School of Law
JD
University of Washington
BA
Bill & Melinda Gates Foundation December 2010 - Present
Expedia 2009 - December 2010
Amazon.com 2008 - 2009
Amazon.com 2003 - 2008
Microvision 2000 - 2002
Siemens Medical Solutions 1998 - 2000
Coopers & Lybrand 1993 - 1998
The Boeing Company 1987 - 1993
Education
Seattle University
MBA
Seattle University School of Law
JD
University of Washington
BA
Larry Bush's Coopers & Lybrand Experience December 1990 - May 1994
Job Financial Executive
Industry Machinery
Experience
ML Holdings June 2015 - Present
Power Equipment Company - PECO June 2015 - Present
Helm Financial Corporation April 2013 - May 2014
OmniTRAX, Inc. February 2007 - April 2013
RailAmerica June 1994 - June 2006
Coopers & Lybrand December 1990 - May 1994
Skills
Accounting, Auditing, Budgets, Business Development, Corporate Finance, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Freight, Mergers, Mergers & Acquisitions, Negotiation, Operations Management, Process Improvement, Risk Management, Strategic Planning, Transportation, Pricing, Analysis, Cash Flow, SAP
Education
St. Thomas University 1985 — 1986
Accunting
Siena College 1981 — 1985
BBA, Accounting
ML Holdings June 2015 - Present
Power Equipment Company - PECO June 2015 - Present
Helm Financial Corporation April 2013 - May 2014
OmniTRAX, Inc. February 2007 - April 2013
RailAmerica June 1994 - June 2006
Coopers & Lybrand December 1990 - May 1994
Skills
Accounting, Auditing, Budgets, Business Development, Corporate Finance, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Freight, Mergers, Mergers & Acquisitions, Negotiation, Operations Management, Process Improvement, Risk Management, Strategic Planning, Transportation, Pricing, Analysis, Cash Flow, SAP
Education
St. Thomas University 1985 — 1986
Accunting
Siena College 1981 — 1985
BBA, Accounting
Li Chen Chang's Coopers & Lybrand Experience June 1985 - March 1989
Job Owner at Pinpoint Design NYC
Industry Graphic Design
Experience
Pinpoint Design NYC 1996 - Present
Bantam Doubleday Dell (Random House) March 1989 - September 1995
Coopers & Lybrand June 1985 - March 1989
Skills
Marketing, Graphic Design, Advertising, Photoshop, Social Media, Web Design, Photography, Illustrator, Microsoft Office, Customer Service, Logo Design, Brochures, Social Media Marketing, Online Advertising, Corporate Identity
Education
School of Visual Arts
Master of Arts (M.A.), Graphic Communications / Animations
School of Visual Arts
Bachelor of Fine Arts (BFA), Graphic Design
Pinpoint Design NYC 1996 - Present
Bantam Doubleday Dell (Random House) March 1989 - September 1995
Coopers & Lybrand June 1985 - March 1989
Skills
Marketing, Graphic Design, Advertising, Photoshop, Social Media, Web Design, Photography, Illustrator, Microsoft Office, Customer Service, Logo Design, Brochures, Social Media Marketing, Online Advertising, Corporate Identity
Education
School of Visual Arts
Master of Arts (M.A.), Graphic Communications / Animations
School of Visual Arts
Bachelor of Fine Arts (BFA), Graphic Design
Irma Scott's Coopers & Lybrand Experience 1991 - 1995
Job Senior Manager at KPMG
Industry Human Resources
Experience
Expaticore LLC July 2008 - April 2015
Independent Consultant / Business Owner 2002 - 2008
Arthur Andersen LLP 1997 - 2002
Pathmark Stores, Inc. 1995 - 1997
Coopers & Lybrand 1991 - 1995
Skills
Payroll, Payroll Taxes, Auditing, Microsoft Excel, Accounting, Financial Reporting, Expatriate Management, Internal Audit, General Ledger, Budgets, Tax, Management, Training, Business Process, Internal Controls, Leadership, Process Improvement, Human Resources
Education
Seton Hall University 1987 — 1991
BS, Accounting
Expaticore LLC July 2008 - April 2015
Independent Consultant / Business Owner 2002 - 2008
Arthur Andersen LLP 1997 - 2002
Pathmark Stores, Inc. 1995 - 1997
Coopers & Lybrand 1991 - 1995
Skills
Payroll, Payroll Taxes, Auditing, Microsoft Excel, Accounting, Financial Reporting, Expatriate Management, Internal Audit, General Ledger, Budgets, Tax, Management, Training, Business Process, Internal Controls, Leadership, Process Improvement, Human Resources
Education
Seton Hall University 1987 — 1991
BS, Accounting
Victoria Lau's Coopers & Lybrand Experience September 1994 - December 1995
Job Director of Tax at Equus Software
Industry Computer Software
Experience
Global Tax Network February 2006 - April 2007
JP Morgan January 1996 - September 1997
Coopers & Lybrand September 1994 - December 1995
Coopers & Lybrand September 1990 - April 1994
Coopers & Lybrand September 1987 - August 1990
Skills
Tax, Auditing, Payroll, International Tax, Assurance, Agile Methodologies, Expatriate Management, Income Tax, Tax Accounting, Accounting
Education
San Jose State University 2011 — 2013
MS Taxation
The University of British Columbia 1981 — 1987
Bachelor of Commerce, Accounting and Management Information System
Global Tax Network February 2006 - April 2007
JP Morgan January 1996 - September 1997
Coopers & Lybrand September 1994 - December 1995
Coopers & Lybrand September 1990 - April 1994
Coopers & Lybrand September 1987 - August 1990
Skills
Tax, Auditing, Payroll, International Tax, Assurance, Agile Methodologies, Expatriate Management, Income Tax, Tax Accounting, Accounting
Education
San Jose State University 2011 — 2013
MS Taxation
The University of British Columbia 1981 — 1987
Bachelor of Commerce, Accounting and Management Information System
Stacy Loretz-Congdon's Coopers & Lybrand Experience 1986 - 1990
Job SVP & CFO
Industry Wholesale
Experience
Core-Mark Holding Company, Inc. May 1990 - Present
Coopers & Lybrand 1986 - 1990
Odax 1984 - 1986
Seven Crown Resorts 1978 - 1985
Skills
Real Estate Development, Revenue Recognition, Financial Reporting, Financial Analysis, Accounting, SEC filings, Sarbanes-Oxley Act, Strategic Planning, Mergers, Forecasting, Cash Management, Microsoft Excel, Mergers & Acquisitions, Managerial Finance, Financial Modeling, Finance, Internal Controls, US GAAP
Education
San Francisco State University 1984 — 1986
BA, Accounting
Core-Mark Holding Company, Inc. May 1990 - Present
Coopers & Lybrand 1986 - 1990
Odax 1984 - 1986
Seven Crown Resorts 1978 - 1985
Skills
Real Estate Development, Revenue Recognition, Financial Reporting, Financial Analysis, Accounting, SEC filings, Sarbanes-Oxley Act, Strategic Planning, Mergers, Forecasting, Cash Management, Microsoft Excel, Mergers & Acquisitions, Managerial Finance, Financial Modeling, Finance, Internal Controls, US GAAP
Education
San Francisco State University 1984 — 1986
BA, Accounting
Shirley DeCooman's Coopers & Lybrand Experience February 1978 - April 1992
Job Retired Director, Human Resource
Industry Retail
Experience
Olsen Europe April 1996 - September 2007
Coopers & Lybrand February 1978 - April 1992
Skills
Recruiting, Department Budgeting, Employee Benefits, Strategic Planning, Problem Solving
Education
Ryerson University 1981 — 1990
BA, HR/Finance
Norwich District High School 1951 — 1954
Olsen Europe April 1996 - September 2007
Coopers & Lybrand February 1978 - April 1992
Skills
Recruiting, Department Budgeting, Employee Benefits, Strategic Planning, Problem Solving
Education
Ryerson University 1981 — 1990
BA, HR/Finance
Norwich District High School 1951 — 1954
Jeff Campion's Coopers & Lybrand Experience 1991 - 1992
Job Financial Professional / Consultant
Industry Information Technology and Services
Experience
IBM 2003 - 2010
IBM 2000 - 2002
IBM 1996 - 2000
Norton Coated Abrasives 1992 - 1995
Coopers & Lybrand 1991 - 1992
Skills
Re-engineering, Financial Analysis, Forecasting, Consolidation, Microsoft Office, Process Improvement, Hyperion, Budgeting, Essbase, Analysis, Financial Reporting, Variance Analysis, Business Management, Financial Management, Financial Modeling, Business Strategy, Excel, Cost Accounting, Strategic Planning, Auditing, Sales Operations, Financial Control, Microsoft Excel, Management, Budgets, Finance, Business Analysis, Strategic Partnerships
Education
Siena College
BBA, Accounting
IBM 2003 - 2010
IBM 2000 - 2002
IBM 1996 - 2000
Norton Coated Abrasives 1992 - 1995
Coopers & Lybrand 1991 - 1992
Skills
Re-engineering, Financial Analysis, Forecasting, Consolidation, Microsoft Office, Process Improvement, Hyperion, Budgeting, Essbase, Analysis, Financial Reporting, Variance Analysis, Business Management, Financial Management, Financial Modeling, Business Strategy, Excel, Cost Accounting, Strategic Planning, Auditing, Sales Operations, Financial Control, Microsoft Excel, Management, Budgets, Finance, Business Analysis, Strategic Partnerships
Education
Siena College
BBA, Accounting
Mr. Erving Del Pilar's Coopers & Lybrand Experience September 1988 - February 1992
Job Graphic Designer at DDB Worldwide, Inc.
Industry Graphic Design
Experience
DDB Worldwide, Inc. May 1998 - Present
Wells, Rich, Greene BDDP March 1992 - April 1998
Coopers & Lybrand September 1988 - February 1992
Skills
InDesign, Logo Design, Graphic Design, Art Direction, Quality Assurance, Illustration, Adobe Creative Suite, Typography, Graphics, Creative Strategy, Image Manipulation, Concept Development, Layout, Corporate Identity, Creative Direction, Brochures, Catalogs, Pre-press, Posters
Education
School of Visual Arts 1987 — 1988
Master's in Fine Arts, 1988, Painting
Columbia University School of General Studies, 1983 1979 — 1983
Bachelor of Arts, Visual Arts
DDB Worldwide, Inc. May 1998 - Present
Wells, Rich, Greene BDDP March 1992 - April 1998
Coopers & Lybrand September 1988 - February 1992
Skills
InDesign, Logo Design, Graphic Design, Art Direction, Quality Assurance, Illustration, Adobe Creative Suite, Typography, Graphics, Creative Strategy, Image Manipulation, Concept Development, Layout, Corporate Identity, Creative Direction, Brochures, Catalogs, Pre-press, Posters
Education
School of Visual Arts 1987 — 1988
Master's in Fine Arts, 1988, Painting
Columbia University School of General Studies, 1983 1979 — 1983
Bachelor of Arts, Visual Arts
Ralph Gay's Coopers & Lybrand Experience 1986 - 1990
Job IT & Word Processing Specialist at Snyder & Snyder, P.A.
Industry Law Practice
Experience
Snyder & Snyder, P.A. April 2004 - Present
Berger Singerman, P.A October 1990 - July 2003
Coopers & Lybrand 1986 - 1990
Northeastern Business Systems 1982 - 1985
Aetna 1980 - 1982
Skills
WordPerfect, MS Word 2007, Wordperfect, Microsoft Word, Administrative..., Adobe Acrobat, Legal Research, Outlook, Filing, Spreadsheets, Invoicing, Document Review, Data Entry, Legal Writing, Document Management, Fax, Litigation Support
Education
Schenectady County Community College
Snyder & Snyder, P.A. April 2004 - Present
Berger Singerman, P.A October 1990 - July 2003
Coopers & Lybrand 1986 - 1990
Northeastern Business Systems 1982 - 1985
Aetna 1980 - 1982
Skills
WordPerfect, MS Word 2007, Wordperfect, Microsoft Word, Administrative..., Adobe Acrobat, Legal Research, Outlook, Filing, Spreadsheets, Invoicing, Document Review, Data Entry, Legal Writing, Document Management, Fax, Litigation Support
Education
Schenectady County Community College
George Percival, CPA's Coopers & Lybrand Experience 1984 - 1987
Job Chief Financial Officer at Petrosmith (formerly Smith Pipe of Abilene)
Industry Oil & Energy
Experience
Petrosmith (formerly Smith Pipe of Abilene) May 2012 - Present
Fehr Foods, Inc. (Now AbiMar Foods) 2008 - September 2011
Pride Companies LP 1994 - 2007
Pride Companies LP 1990 - 1994
Computer Language Research 1987 - 1990
Coopers & Lybrand 1984 - 1987
Skills
Corporate Finance, Internal Controls, Strategic Planning, Forecasting, Financial Analysis, Finance, Financial Reporting, Accounting, Petroleum, Pipelines, Investments, Sarbanes-Oxley Act, CPA, Auditing, Financial Accounting, Partnerships, MLP, Tax Reporting & Research, Insurance, Treasury Management, Cost Accounting, Manufacturing, Tax Accounting, Banking Relationships, Crude Gathering, Petroleum Refining, Oil & Gas Industry, Mergers & Acquisitions, Due Diligence, Tax, Management, Budgets, Business Strategy, Financial Modeling, SEC Filings, Risk Management, Contract Negotiation, Managerial Finance, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business
•Masters in Professional Accountancy, Concentration in Tax
Southern Methodist University - Cox School of Business
BBA, Accounting
Petrosmith (formerly Smith Pipe of Abilene) May 2012 - Present
Fehr Foods, Inc. (Now AbiMar Foods) 2008 - September 2011
Pride Companies LP 1994 - 2007
Pride Companies LP 1990 - 1994
Computer Language Research 1987 - 1990
Coopers & Lybrand 1984 - 1987
Skills
Corporate Finance, Internal Controls, Strategic Planning, Forecasting, Financial Analysis, Finance, Financial Reporting, Accounting, Petroleum, Pipelines, Investments, Sarbanes-Oxley Act, CPA, Auditing, Financial Accounting, Partnerships, MLP, Tax Reporting & Research, Insurance, Treasury Management, Cost Accounting, Manufacturing, Tax Accounting, Banking Relationships, Crude Gathering, Petroleum Refining, Oil & Gas Industry, Mergers & Acquisitions, Due Diligence, Tax, Management, Budgets, Business Strategy, Financial Modeling, SEC Filings, Risk Management, Contract Negotiation, Managerial Finance, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business
•Masters in Professional Accountancy, Concentration in Tax
Southern Methodist University - Cox School of Business
BBA, Accounting
Tracy (Jackson) Simone's Coopers & Lybrand Experience 1996 - 1998
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Electronic Data Systems 2000 - 2003
Comp USA 1998 - 2000
Coopers & Lybrand 1996 - 1998
Bank of America 1994 - 1996
Lomas Information Systems 1991 - 1994
Skills
Business Analysis, Requirements Gathering, Defining Requirements, Test Planning, Test Writing, Manual Test Execution, User Acceptance Testing, Software Implementation, Business Process..., SDLC, Visio, Test Cases, Business Requirements
Education
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Management Information Systems
Electronic Data Systems 2000 - 2003
Comp USA 1998 - 2000
Coopers & Lybrand 1996 - 1998
Bank of America 1994 - 1996
Lomas Information Systems 1991 - 1994
Skills
Business Analysis, Requirements Gathering, Defining Requirements, Test Planning, Test Writing, Manual Test Execution, User Acceptance Testing, Software Implementation, Business Process..., SDLC, Visio, Test Cases, Business Requirements
Education
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Management Information Systems
Cathy Alvey, CPA's Coopers & Lybrand Experience June 1994 - May 1997
Job President at Med Associates, Inc
Industry Hospital & Health Care
Experience
Med Associates, Inc November 2004 - Present
Med Claim USA July 2002 - November 2004
APA Partners, Inc. March 1999 - July 2002
HUM Healthcare Systems & Partners Health Plan May 1997 - March 1999
Coopers & Lybrand June 1994 - May 1997
Skills
Financial Reporting, Medical Billing, Forecasting, Healthcare, Accounting, Internal Controls, Budgets, QuickBooks, Insurance, EHR, Finance, Bookkeeping, CPA, Analysis, Strategic Financial...
Education
University at Albany, SUNY 1997 — 2000
MBA
Siena College 1990 — 1994
Accounting
Med Associates, Inc November 2004 - Present
Med Claim USA July 2002 - November 2004
APA Partners, Inc. March 1999 - July 2002
HUM Healthcare Systems & Partners Health Plan May 1997 - March 1999
Coopers & Lybrand June 1994 - May 1997
Skills
Financial Reporting, Medical Billing, Forecasting, Healthcare, Accounting, Internal Controls, Budgets, QuickBooks, Insurance, EHR, Finance, Bookkeeping, CPA, Analysis, Strategic Financial...
Education
University at Albany, SUNY 1997 — 2000
MBA
Siena College 1990 — 1994
Accounting
Reg Kwok's Coopers & Lybrand Experience 1985 - 1987
Job Consultant
Industry Venture Capital & Private Equity
Experience
HQAP 1997 - Present
Real Estate 1985 - Present
WFIA 1987 - 1988
Coopers & Lybrand 1985 - 1987
Horning, Janin & Harvey 1981 - 1985
Skills
Venture Capital, Financial Modeling, Real Estate Advisory..., Human Resources
Education
San Francisco State University 1980 — 1985
Accounting
HQAP 1997 - Present
Real Estate 1985 - Present
WFIA 1987 - 1988
Coopers & Lybrand 1985 - 1987
Horning, Janin & Harvey 1981 - 1985
Skills
Venture Capital, Financial Modeling, Real Estate Advisory..., Human Resources
Education
San Francisco State University 1980 — 1985
Accounting
Kim Carrigan's Coopers & Lybrand Experience January 1991 - June 1995
Job Executive Assistant at Levementum
Industry Computer Software
Experience
Levementum September 2010 - January 2014
Coopers & Lybrand January 1991 - June 1995
Coopers & Lybrand 1991 - 1995
Skills
Salesforce.com, CRM, Cloud Computing, Business Intelligence, Professional Services, Lead Generation, Enterprise Software, SaaS
Education
San Jose State University 1982 — 1984
Levementum September 2010 - January 2014
Coopers & Lybrand January 1991 - June 1995
Coopers & Lybrand 1991 - 1995
Skills
Salesforce.com, CRM, Cloud Computing, Business Intelligence, Professional Services, Lead Generation, Enterprise Software, SaaS
Education
San Jose State University 1982 — 1984
David Hegger's Coopers & Lybrand Experience January 1979 - June 1982
Job Mining & Metals Professional
Industry Mining & Metals
Experience
Midwestern Biofuels LLC November 2009 - September 2010
Black Diamond Resources LLC August 2006 - March 2008
Old Mutual Holding Company January 2001 - July 2005
Peabody Energy Inc. May 1983 - December 1999
Coopers & Lybrand January 1979 - June 1982
Education
Southern Illinois University, Edwardsville 1994 — 1996
MBA, Business Administration
Midwestern Biofuels LLC November 2009 - September 2010
Black Diamond Resources LLC August 2006 - March 2008
Old Mutual Holding Company January 2001 - July 2005
Peabody Energy Inc. May 1983 - December 1999
Coopers & Lybrand January 1979 - June 1982
Education
Southern Illinois University, Edwardsville 1994 — 1996
MBA, Business Administration
Mike Hardgrove's Coopers & Lybrand Experience 1988 - 1995
Job Partner at DLA Piper
Industry Law Practice
Experience
DLA Piper November 2010 - Present
PricewaterhouseCoopers 1996 - 2010
Coopers & Lybrand 1988 - 1995
Skills
International Tax, International Law, Corporate Tax, Transfer Pricing, Tax, Tax Law, Cross-border..., Auditing, Income Tax, Finance, Tax Advisory, Restructuring, Financial Reporting, Mergers & Acquisitions, Due Diligence, Tax Research, Accounting, Intellectual Property
Education
Santa Clara University School of Law 1985 — 1989
JD, Law
The University of Akron 1978 — 1982
B.S. Business Administration, Accounting
DLA Piper November 2010 - Present
PricewaterhouseCoopers 1996 - 2010
Coopers & Lybrand 1988 - 1995
Skills
International Tax, International Law, Corporate Tax, Transfer Pricing, Tax, Tax Law, Cross-border..., Auditing, Income Tax, Finance, Tax Advisory, Restructuring, Financial Reporting, Mergers & Acquisitions, Due Diligence, Tax Research, Accounting, Intellectual Property
Education
Santa Clara University School of Law 1985 — 1989
JD, Law
The University of Akron 1978 — 1982
B.S. Business Administration, Accounting
Tim McManus's Coopers & Lybrand Experience June 1980 - January 1984
Job CEO at McManus Associates
Industry Professional Training & Coaching
Experience
McManus Associates June 2005 - Present
Merrill Lynch January 1984 - February 2004
Coopers & Lybrand June 1980 - January 1984
Skills
Succession Planning, Executive Coaching, Leadership Development, Organizational..., Talent Management, Organizational..., Performance Management, Coaching, Employee Engagement, Performance Improvement, Change Management, Team Building, Management Consulting, Staff Development, Wealth Management, Personal Development, Training, Series 7, Leadership, Risk Management, Business Strategy, Public Speaking, Management, Retirement Planning, Strategy, Team Leadership, Workshop Facilitation, Business Planning, Employee Training, Strategic Planning, Business Development, Program Management, Executive Management, Organizational Design, Financial Services, Career Development, Consulting, Culture Change, Management Development, Financial Advisory, Training Delivery
Education
Seton Hall University
BS
McManus Associates June 2005 - Present
Merrill Lynch January 1984 - February 2004
Coopers & Lybrand June 1980 - January 1984
Skills
Succession Planning, Executive Coaching, Leadership Development, Organizational..., Talent Management, Organizational..., Performance Management, Coaching, Employee Engagement, Performance Improvement, Change Management, Team Building, Management Consulting, Staff Development, Wealth Management, Personal Development, Training, Series 7, Leadership, Risk Management, Business Strategy, Public Speaking, Management, Retirement Planning, Strategy, Team Leadership, Workshop Facilitation, Business Planning, Employee Training, Strategic Planning, Business Development, Program Management, Executive Management, Organizational Design, Financial Services, Career Development, Consulting, Culture Change, Management Development, Financial Advisory, Training Delivery
Education
Seton Hall University
BS
Vince Fata's Coopers & Lybrand Experience 1985 - 1989
Job
Industry Accounting
Experience
True Leaf Farms 2012 - Present
Creganna - Tactx Medical 2008 - 2012
Tanimura & Antle 2004 - 2008
Portal Software 2003 - 2004
Cidco, Inc 2001 - 2002
Condor Systems, Inc 1990 - 2001
Coopers & Lybrand 1985 - 1989
Education
San Jose State University
B.S. Business Administration, Accounting
True Leaf Farms 2012 - Present
Creganna - Tactx Medical 2008 - 2012
Tanimura & Antle 2004 - 2008
Portal Software 2003 - 2004
Cidco, Inc 2001 - 2002
Condor Systems, Inc 1990 - 2001
Coopers & Lybrand 1985 - 1989
Education
San Jose State University
B.S. Business Administration, Accounting
Oonagh Kersey, CPA's Coopers & Lybrand Experience October 1984 - May 1985
Job Finance Manager at Aon Insurance Services
Industry Insurance
Experience
Aon Insurance Services October 2005 - Present
DVI, Inc. February 1996 - April 2004
Oxford First Corporation June 1985 - January 1996
Coopers & Lybrand October 1984 - May 1985
Cogen Sklar Levick & Co. June 1983 - October 1984
Skills
Finance, Insurance, Leadership, Accounting, Financial Reporting, Financial Analysis
Education
St. Joseph's University
Bachelor of Arts, Accounting
Aon Insurance Services October 2005 - Present
DVI, Inc. February 1996 - April 2004
Oxford First Corporation June 1985 - January 1996
Coopers & Lybrand October 1984 - May 1985
Cogen Sklar Levick & Co. June 1983 - October 1984
Skills
Finance, Insurance, Leadership, Accounting, Financial Reporting, Financial Analysis
Education
St. Joseph's University
Bachelor of Arts, Accounting
Cathy Gilmour's Coopers & Lybrand Experience 1987 - 1990
Job President
Industry Accounting
Experience
Laurel Pointe Services, LLC 2008 - Present
Lawrence Insurance Group 1990 - 1994
Coopers & Lybrand 1987 - 1990
Skills
Accounting, Financial Accounting, Auditing, Tax, Financial Reporting, Account Reconciliation, US GAAP, Internal Controls
Education
Siena College 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Laurel Pointe Services, LLC 2008 - Present
Lawrence Insurance Group 1990 - 1994
Coopers & Lybrand 1987 - 1990
Skills
Accounting, Financial Accounting, Auditing, Tax, Financial Reporting, Account Reconciliation, US GAAP, Internal Controls
Education
Siena College 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Isabel Chiu's Coopers & Lybrand Experience 1975 - 1977
Job Managing Partner at Isabel Chiu & Co LLP
Industry Accounting
Experience
Isabel Chiu & Co LLP 2000 - Present
BDO Seidman 1998 - 2000
Meredith, Cardozo, Lanz & Chiu, LLP 1997 - 1998
Greenstein, Rogoff, Chiu & Co. 1977 - 1997
Coopers & Lybrand 1975 - 1977
Skills
CPA, Tax Returns, Tax Preparation, Consulting, Accounting
Education
University of Missouri
Master’s Degree, Accounting
Soochow University
Bachelor’s Degree, Accounting
Isabel Chiu & Co LLP 2000 - Present
BDO Seidman 1998 - 2000
Meredith, Cardozo, Lanz & Chiu, LLP 1997 - 1998
Greenstein, Rogoff, Chiu & Co. 1977 - 1997
Coopers & Lybrand 1975 - 1977
Skills
CPA, Tax Returns, Tax Preparation, Consulting, Accounting
Education
University of Missouri
Master’s Degree, Accounting
Soochow University
Bachelor’s Degree, Accounting