Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
Doug Kearney Doug Kearney's Coopers & Lybrand Experience 1991 - 1996
Job President and Chief Executive Officer at Dialog Direct
Industry Information Technology and Services
Experience
Dialog Direct March 2014 - Present
Glencoe Capital May 2009 - March 2014
Superior Capital Partners 2007 - 2009
Conway MacKenzie, Inc. 2006 - 2007
Lason 2001 - 2006
Conway MacKenzie, Inc. 2000 - 2002
Daimler Chrysler 1998 - 2000
PricewaterhouseCoopers 1998 - 1999
IBM May 1997 - September 1997
Coopers & Lybrand 1991 - 1996
Skills
Private Equity, Capital Markets, Middle Market, Restructuring, Mergers, Buyouts, CFOs, Business Process..., Outsourcing, Offshore Outsourcing, CPA, CTP, MBA, Turn Around Management, Business Valuation, Portfolio Management, Mergers & Acquisitions, Finance, Cash Flow, Divestitures, Due Diligence, Executive Management, Financial Reporting, Corporate Development, Forecasting, Valuation, Corporate Finance, Investments, Venture Capital, Treasury Management, Leadership, Financial Analysis
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance & Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Accounting
Spring Arbor University 1986 — 1987
Liberal Arts
Dialog Direct March 2014 - Present
Glencoe Capital May 2009 - March 2014
Superior Capital Partners 2007 - 2009
Conway MacKenzie, Inc. 2006 - 2007
Lason 2001 - 2006
Conway MacKenzie, Inc. 2000 - 2002
Daimler Chrysler 1998 - 2000
PricewaterhouseCoopers 1998 - 1999
IBM May 1997 - September 1997
Coopers & Lybrand 1991 - 1996
Skills
Private Equity, Capital Markets, Middle Market, Restructuring, Mergers, Buyouts, CFOs, Business Process..., Outsourcing, Offshore Outsourcing, CPA, CTP, MBA, Turn Around Management, Business Valuation, Portfolio Management, Mergers & Acquisitions, Finance, Cash Flow, Divestitures, Due Diligence, Executive Management, Financial Reporting, Corporate Development, Forecasting, Valuation, Corporate Finance, Investments, Venture Capital, Treasury Management, Leadership, Financial Analysis
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance & Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Accounting
Spring Arbor University 1986 — 1987
Liberal Arts
Raymond Land Raymond Land's Coopers & Lybrand Experience January 1972 - April 1981
Job Board of Directors (3)
Industry Biotechnology
Experience
Retired and serving on boards January 2010 - Present
Clarient, Inc. June 2008 - December 2009
Safeguard Scientifics 2007 - 2008
Medcenter Solutions, Inc. August 2006 - June 2007
Orchid Cellmark June 2005 - July 2006
Genencor International April 1997 - June 2005
West Pharmaceutical Services June 1991 - July 1996
Campbell Soup Company May 1981 - May 1990
Coopers & Lybrand January 1972 - April 1981
Skills
Financial Expertise, Strategic Planning, IT Strategy, Mergers, Managerial Finance, Forecasting, Financial Reporting, Financial Analysis, Business Planning, Mergers & Acquisitions, Accounting, Due Diligence, Business Development, Finance, Executive Management, Internal Controls, Venture Capital, Analysis, Restructuring, Internal Audit, Cost Accounting, Valuation, Cash Flow, Investments, IPO, Budgets, Financial Modeling, SEC filings, Investor Relations, Start-ups, Board of Directors, Acquisition Integration, Corporate Development, Auditing, Public Companies, Corporate Finance, Private Equity, CPA, Sarbanes-Oxley Act, Divestitures, Biotechnology, Acquisitions, Revenue Recognition, US GAAP, M&A experience, Strategic Financial..., Corporate Governance, SEC Filings
Education
Temple University - Fox School of Business and Management 1969 — 1972
BBA, Double Major: Finance and Accounting
Temple University - Fox School of Business and Management 1969 — 1972
Bachelor of Business Administration (B.B.A.), Double Major: Accounting and Finance
Retired and serving on boards January 2010 - Present
Clarient, Inc. June 2008 - December 2009
Safeguard Scientifics 2007 - 2008
Medcenter Solutions, Inc. August 2006 - June 2007
Orchid Cellmark June 2005 - July 2006
Genencor International April 1997 - June 2005
West Pharmaceutical Services June 1991 - July 1996
Campbell Soup Company May 1981 - May 1990
Coopers & Lybrand January 1972 - April 1981
Skills
Financial Expertise, Strategic Planning, IT Strategy, Mergers, Managerial Finance, Forecasting, Financial Reporting, Financial Analysis, Business Planning, Mergers & Acquisitions, Accounting, Due Diligence, Business Development, Finance, Executive Management, Internal Controls, Venture Capital, Analysis, Restructuring, Internal Audit, Cost Accounting, Valuation, Cash Flow, Investments, IPO, Budgets, Financial Modeling, SEC filings, Investor Relations, Start-ups, Board of Directors, Acquisition Integration, Corporate Development, Auditing, Public Companies, Corporate Finance, Private Equity, CPA, Sarbanes-Oxley Act, Divestitures, Biotechnology, Acquisitions, Revenue Recognition, US GAAP, M&A experience, Strategic Financial..., Corporate Governance, SEC Filings
Education
Temple University - Fox School of Business and Management 1969 — 1972
BBA, Double Major: Finance and Accounting
Temple University - Fox School of Business and Management 1969 — 1972
Bachelor of Business Administration (B.B.A.), Double Major: Accounting and Finance
Robert Townsend Robert Townsend's Coopers & Lybrand Experience July 1982 - November 1984
Job Controller at Aon Affinity Insurance Services, Inc.
Industry Insurance
Experience
Aon Affinity Insurance Services, Inc. September 2003 - Present
Comcast Cable November 2000 - June 2003
Harvard Industries, Inc. June 1999 - November 2000
Containment Solutions, Inc. April 1994 - June 1999
Uni-Copy Corporation May 1991 - August 1993
Subaru of America December 1986 - May 1991
Graduate Hospital January 1986 - December 1986
American Health Systems December 1984 - December 1985
Coopers & Lybrand July 1982 - November 1984
Tait, Weller & Baker December 1980 - March 1982
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Insurance, GAAP, Strategic Financial..., Finance, Accounting, Managerial Finance, Enterprise Risk..., Financial Risk, Sarbanes-Oxley, Financial Accounting, Mergers & Acquisitions, Risk Management, Forecasting, US GAAP, Auditing, Variance Analysis, Internal Audit, Financial Modeling, SEC filings
Education
Temple University - Fox School of Business and Management 1978 — 1980
BBA, Accounting
Aon Affinity Insurance Services, Inc. September 2003 - Present
Comcast Cable November 2000 - June 2003
Harvard Industries, Inc. June 1999 - November 2000
Containment Solutions, Inc. April 1994 - June 1999
Uni-Copy Corporation May 1991 - August 1993
Subaru of America December 1986 - May 1991
Graduate Hospital January 1986 - December 1986
American Health Systems December 1984 - December 1985
Coopers & Lybrand July 1982 - November 1984
Tait, Weller & Baker December 1980 - March 1982
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Insurance, GAAP, Strategic Financial..., Finance, Accounting, Managerial Finance, Enterprise Risk..., Financial Risk, Sarbanes-Oxley, Financial Accounting, Mergers & Acquisitions, Risk Management, Forecasting, US GAAP, Auditing, Variance Analysis, Internal Audit, Financial Modeling, SEC filings
Education
Temple University - Fox School of Business and Management 1978 — 1980
BBA, Accounting
Eric Ingram Eric Ingram's Coopers & Lybrand Experience 1995 - 1997
Job Chief Financial Officer at MediTract
Industry Hospital & Health Care
Experience
MD Buyline October 2014 - Present
MediTract April 2014 - Present
PwC 2013 - 2014
Central Parking System 2011 - 2013
PricewaterhouseCoopers 2003 - 2011
Mikunda, Cottrell, & Co., Inc. 2002 - 2002
21st American Drivers 1998 - 2001
Coopers & Lybrand 1995 - 1997
Skills
Financial Reporting, Internal Controls, Mergers & Acquisitions, Accounting, SEC filings, Auditing, Process Improvement, Forecasting, CPA, Finance, Internal Audit, External Audit, Financial Analysis, Financial Accounting, GAAP, Sarbanes-Oxley Act, US GAAP, Private Equity, Analysis, Due Diligence, Managerial Finance, IFRS, Sarbanes-Oxley, Strategy, Financial Statements, Big 4, Tax, Start-ups, Leadership, General Ledger, Variance Analysis, Cost Accounting, Cash Flow, Cash Management, SEC reporting, Mergers, Strategic Planning, Treasury Management, Operational Due..., Client Development, New Business Development, Manufacturing, Finance Function..., Restructuring, Cross-functional Team..., Budgets, Finance Transformation, Team Leadership
Education
Tennessee Technological University - College of Business Administration 1993 — 1994
Masters of Business Administration (MBA)
The George Washington University 1989 — 1993
Bachelors of Accountancy
MD Buyline October 2014 - Present
MediTract April 2014 - Present
PwC 2013 - 2014
Central Parking System 2011 - 2013
PricewaterhouseCoopers 2003 - 2011
Mikunda, Cottrell, & Co., Inc. 2002 - 2002
21st American Drivers 1998 - 2001
Coopers & Lybrand 1995 - 1997
Skills
Financial Reporting, Internal Controls, Mergers & Acquisitions, Accounting, SEC filings, Auditing, Process Improvement, Forecasting, CPA, Finance, Internal Audit, External Audit, Financial Analysis, Financial Accounting, GAAP, Sarbanes-Oxley Act, US GAAP, Private Equity, Analysis, Due Diligence, Managerial Finance, IFRS, Sarbanes-Oxley, Strategy, Financial Statements, Big 4, Tax, Start-ups, Leadership, General Ledger, Variance Analysis, Cost Accounting, Cash Flow, Cash Management, SEC reporting, Mergers, Strategic Planning, Treasury Management, Operational Due..., Client Development, New Business Development, Manufacturing, Finance Function..., Restructuring, Cross-functional Team..., Budgets, Finance Transformation, Team Leadership
Education
Tennessee Technological University - College of Business Administration 1993 — 1994
Masters of Business Administration (MBA)
The George Washington University 1989 — 1993
Bachelors of Accountancy
Michelle Belanger Michelle Belanger's Coopers & Lybrand Experience 1994 - 1995
Job CPA at Nommensen & Williams, P.C.
Industry Accounting
Experience
Nommensen & Williams, P.C. January 2012 - Present
Bentley, Bratcher, & Associates, PC July 2011 - January 2012
Fitts, Roberts & Co., P.C. 2006 - July 2011
Fayez Sarofim & Co. 2004 - 2006
UHY Advisors 2000 - 2004
Briggs & Veselka Co. 1995 - 2000
Coopers & Lybrand 1994 - 1995
KPMG Peat Marwick 1993 - 1994
Skills
GAAP, Tax, QuickBooks, Reviews, Projects, Corporate Tax, CPA, Tax Accounting, Financial Statements, Financial Reporting, Accounting, General Ledger, US GAAP, Auditing, Tax Preparation, Income Tax
Education
Texas A&M University 1988 — 1993
BBA, Accounting
Nommensen & Williams, P.C. January 2012 - Present
Bentley, Bratcher, & Associates, PC July 2011 - January 2012
Fitts, Roberts & Co., P.C. 2006 - July 2011
Fayez Sarofim & Co. 2004 - 2006
UHY Advisors 2000 - 2004
Briggs & Veselka Co. 1995 - 2000
Coopers & Lybrand 1994 - 1995
KPMG Peat Marwick 1993 - 1994
Skills
GAAP, Tax, QuickBooks, Reviews, Projects, Corporate Tax, CPA, Tax Accounting, Financial Statements, Financial Reporting, Accounting, General Ledger, US GAAP, Auditing, Tax Preparation, Income Tax
Education
Texas A&M University 1988 — 1993
BBA, Accounting
Greg Stegeman Greg Stegeman's Coopers & Lybrand Experience 1978 - 1982
Job Chief Financial Officer (CFO) | VP of Finance | Director of Finance | MBA | CPA
Industry Accounting
Experience
Tawani Enterprises Inc. 2014 - Present
The Committee of 200 2006 - 2013
GPS Advisors, Inc. 2000 - 2006
Zeman MHC 2004 - 2005
Equity Group Investments 1997 - 2000
Golub & Company 1995 - 1997
Koll Management Services, Inc. / Rubloff Inc. 1988 - 1995
The Bradford Group 1982 - 1988
Coopers & Lybrand 1978 - 1982
Skills
Audit Committee, Investor Relations, Board Governance, Internal Audit, Corporate Governance, Governance, Enterprise Risk..., Internal Controls, Board of Directors, Leadership, Nonprofits, Financial Analysis, Financial Reporting, Strategic Financial..., Commercial Real Estate, Mergers & Acquisitions, Financial Modeling, M&A experience, Transition Management, Business Process..., Change Management, Project Management, Financial Planning, Strategy, Strategic Planning, Management, Due Diligence, Corporate Finance, Finance, Venture Capital
Education
St. Joseph's College (IN)
BS, Accounting
University of Cincinnati
MBA
Tawani Enterprises Inc. 2014 - Present
The Committee of 200 2006 - 2013
GPS Advisors, Inc. 2000 - 2006
Zeman MHC 2004 - 2005
Equity Group Investments 1997 - 2000
Golub & Company 1995 - 1997
Koll Management Services, Inc. / Rubloff Inc. 1988 - 1995
The Bradford Group 1982 - 1988
Coopers & Lybrand 1978 - 1982
Skills
Audit Committee, Investor Relations, Board Governance, Internal Audit, Corporate Governance, Governance, Enterprise Risk..., Internal Controls, Board of Directors, Leadership, Nonprofits, Financial Analysis, Financial Reporting, Strategic Financial..., Commercial Real Estate, Mergers & Acquisitions, Financial Modeling, M&A experience, Transition Management, Business Process..., Change Management, Project Management, Financial Planning, Strategy, Strategic Planning, Management, Due Diligence, Corporate Finance, Finance, Venture Capital
Education
St. Joseph's College (IN)
BS, Accounting
University of Cincinnati
MBA
Philip Boynton Philip Boynton's Coopers & Lybrand Experience January 1989 - May 1995
Job Experienced Financial Operations Professional, seeking new opportunities
Industry Financial Services
Experience
Liberty Mutual Insurance August 2009 - September 2012
Liberty Mutual Insurance 2009 - 2012
Fidelity Investments January 2007 - December 2008
Fidelity Investments October 2004 - December 2006
Cash Management Services October 1998 - September 2004
Fidelity Investments June 1996 - September 1998
ARTHUR ANDERSEN May 1995 - June 1996
COOPERS & LYBRAND January 1989 - May 1995
Skills
Business Process..., Process Improvement, Banking, Business Analysis, Cash Management, Financial Services, Leadership, Financial Analysis, Finance, Risk Management, Budgets
Education
Southern New Hampshire University
MBA
Southern New Hampshire University
B.S, General Management
Liberty Mutual Insurance August 2009 - September 2012
Liberty Mutual Insurance 2009 - 2012
Fidelity Investments January 2007 - December 2008
Fidelity Investments October 2004 - December 2006
Cash Management Services October 1998 - September 2004
Fidelity Investments June 1996 - September 1998
ARTHUR ANDERSEN May 1995 - June 1996
COOPERS & LYBRAND January 1989 - May 1995
Skills
Business Process..., Process Improvement, Banking, Business Analysis, Cash Management, Financial Services, Leadership, Financial Analysis, Finance, Risk Management, Budgets
Education
Southern New Hampshire University
MBA
Southern New Hampshire University
B.S, General Management
Pat Mallozzi Pat Mallozzi's Coopers & Lybrand Experience 1979 - 1984
Job CPA/ Advisor at Mallozzi & Dwyer CPAs PC
Industry Financial Services
Experience
Mallozzi & Dwyer CPAs PC 1984 - Present
HD Vest Advisory Services 1999 - Present
Coopers & Lybrand 1979 - 1984
Skills
Auditing, CPA, Tax
Education
St. Francis College 1975 — 1979
Bachelor's Degree, Accounting
Mallozzi & Dwyer CPAs PC 1984 - Present
HD Vest Advisory Services 1999 - Present
Coopers & Lybrand 1979 - 1984
Skills
Auditing, CPA, Tax
Education
St. Francis College 1975 — 1979
Bachelor's Degree, Accounting
Donald Lucardi Donald Lucardi's Coopers & Lybrand Experience September 1982 - April 1988
Job Investor Relations, Emso Partners
Industry Financial Services
Experience
Emso Partners February 2013 - Present
Napier Park Global Capital (formerly Citi Capital Advisors) May 2007 - February 2013
Citi Capital Advisors 2001 - 2007
LBBW April 2000 - February 2001
Bank Austria Creditanstalt March 1999 - 2000
UBS / Swiss Bank Corp March 1994 - March 1999
Credit Suisse First Boston 1988 - 1993
Coopers & Lybrand September 1982 - April 1988
Skills
Fund Of Funds, Asset Managment, Equities, Fixed Income, Investments, Capital Markets, Derivatives, Bloomberg, Portfolio Management, Hedge Funds, Strategy, Alternative Investments, Financial Structuring, Financial Modeling, Trading, Structured Finance, Asset Management, Due Diligence, Financial Risk, Private Placements, Investor Relations, Emerging Markets, Hedging, Structured Products, Loans, Investment Management, Financial Services, Mutual Funds, Securitization, Credit, Banking, Investment Strategies, Financial Markets, Bonds, Investment Banking, Private Equity
Education
Syracuse University 1979 — 1982
Bachelor of Science (BS), Accounting, Cum Laude
University of South Florida 1978 — 1979
Emso Partners February 2013 - Present
Napier Park Global Capital (formerly Citi Capital Advisors) May 2007 - February 2013
Citi Capital Advisors 2001 - 2007
LBBW April 2000 - February 2001
Bank Austria Creditanstalt March 1999 - 2000
UBS / Swiss Bank Corp March 1994 - March 1999
Credit Suisse First Boston 1988 - 1993
Coopers & Lybrand September 1982 - April 1988
Skills
Fund Of Funds, Asset Managment, Equities, Fixed Income, Investments, Capital Markets, Derivatives, Bloomberg, Portfolio Management, Hedge Funds, Strategy, Alternative Investments, Financial Structuring, Financial Modeling, Trading, Structured Finance, Asset Management, Due Diligence, Financial Risk, Private Placements, Investor Relations, Emerging Markets, Hedging, Structured Products, Loans, Investment Management, Financial Services, Mutual Funds, Securitization, Credit, Banking, Investment Strategies, Financial Markets, Bonds, Investment Banking, Private Equity
Education
Syracuse University 1979 — 1982
Bachelor of Science (BS), Accounting, Cum Laude
University of South Florida 1978 — 1979
Lisa Gertsch Lisa Gertsch's Coopers & Lybrand Experience 1984 - 1988
Job Self Employed at LIsa S Gertsch LLC
Industry Nonprofit Organization Management
Experience
LIsa S Gertsch LLC October 2011 - Present
Executive Service Corps of Houston October 2011 - November 2013
Lamar High School Volleyball Summer League 2010 - 2010
TISA Titans Rugby Union Football Club 2004 - 2007
Azerbaijan University of Languages 2004 - 2007
Redman Building Products, Inc. 1990 - 1992
Midwest Microwave, Inc. 1988 - 1990
Coopers & Lybrand 1984 - 1988
Skills
Managerial Finance, Accounting, QuickBooks, Payroll, Non-profits, Budget, Social Media, Microsoft Office, Project Planning, Public Relations, Analysis, Public Speaking, Microsoft Excel, Program Management, Budgets, Nonprofits, Strategic Planning, Management, Financial Reporting, Business Planning, Management Consulting, Finance, Non-profit..., Auditing, Cash Flow, Financial Analysis, Cost Accounting, Financial Statements
Education
Rice University, Glasscock School of Continuing Studies 2013 — 2013
Nonprofit Finance Certificate
Stanford University 1980 — 1984
Bachelor of Arts, Economics
LIsa S Gertsch LLC October 2011 - Present
Executive Service Corps of Houston October 2011 - November 2013
Lamar High School Volleyball Summer League 2010 - 2010
TISA Titans Rugby Union Football Club 2004 - 2007
Azerbaijan University of Languages 2004 - 2007
Redman Building Products, Inc. 1990 - 1992
Midwest Microwave, Inc. 1988 - 1990
Coopers & Lybrand 1984 - 1988
Skills
Managerial Finance, Accounting, QuickBooks, Payroll, Non-profits, Budget, Social Media, Microsoft Office, Project Planning, Public Relations, Analysis, Public Speaking, Microsoft Excel, Program Management, Budgets, Nonprofits, Strategic Planning, Management, Financial Reporting, Business Planning, Management Consulting, Finance, Non-profit..., Auditing, Cash Flow, Financial Analysis, Cost Accounting, Financial Statements
Education
Rice University, Glasscock School of Continuing Studies 2013 — 2013
Nonprofit Finance Certificate
Stanford University 1980 — 1984
Bachelor of Arts, Economics
Donna Steele-Ponder, PMP Donna Steele-Ponder, PMP's Coopers & Lybrand Experience 1987 - 1989
Job Senior Director at McDonald's Corporation
Industry Restaurants
Experience
McDonald's Corporation September 2014 - Present
McDonald's Corporation December 2010 - Present
McDonald's Corporation August 2010 - December 2010
McDonald's Corporation October 2004 - August 2010
McDonald's Corporation July 2000 - September 2004
McDonald's Corporation May 1995 - June 2000
Tellabs February 1991 - May 1994
Coopers & Lybrand 1987 - 1989
Skills
SDLC, Integration, PMP, Vendor Management, Business Intelligence, Management, Project Management, Program Management, Team Leadership, Software Development, Cross-functional Team..., Coaching, Change Management, Visio, Process Improvement, Business Process, Team Building, Telecommunications, Leadership, Servers, Business Analysis, POS, Network Administration, Software Project..., Time Management, Supply Chain Management, Project Portfolio..., IT Strategy, Business Process..., IT Management, PMO, Strategic Planning, Customer Satisfaction
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
Bachelor of Science (BS), Management Information Systems and Finance
Lindblom H.S. 1979 — 1983
H.S. Diploma
McDonald's Corporation September 2014 - Present
McDonald's Corporation December 2010 - Present
McDonald's Corporation August 2010 - December 2010
McDonald's Corporation October 2004 - August 2010
McDonald's Corporation July 2000 - September 2004
McDonald's Corporation May 1995 - June 2000
Tellabs February 1991 - May 1994
Coopers & Lybrand 1987 - 1989
Skills
SDLC, Integration, PMP, Vendor Management, Business Intelligence, Management, Project Management, Program Management, Team Leadership, Software Development, Cross-functional Team..., Coaching, Change Management, Visio, Process Improvement, Business Process, Team Building, Telecommunications, Leadership, Servers, Business Analysis, POS, Network Administration, Software Project..., Time Management, Supply Chain Management, Project Portfolio..., IT Strategy, Business Process..., IT Management, PMO, Strategic Planning, Customer Satisfaction
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
Bachelor of Science (BS), Management Information Systems and Finance
Lindblom H.S. 1979 — 1983
H.S. Diploma
Diana Donohue Diana Donohue's Coopers & Lybrand Experience 1987 - 1995
Job Chief Financial Officer at Daon
Industry Information Technology and Services
Experience
Daon February 2006 - Present
MAXIMUS 2001 - January 2006
2nd Century Communications July 2000 - January 2001
TRW 1998 - July 2000
BDM 1995 - 1998
Coopers & Lybrand 1987 - 1995
Skills
Financial Reporting, Managerial Finance, Mergers & Acquisitions, Forecasting, Accounting, Management, Due Diligence, Finance, Auditing, Leadership, ERP, Budgets, Business Strategy, Corporate Finance, Strategic Planning, Sarbanes-Oxley Act, Strategic Financial..., Pricing, Risk Management, SaaS, Strategy, Start-ups, Enterprise Software, Program Management, Human Resources, Business Analysis, Business Development
Education
The College of William and Mary 1983 — 1987
Bachelor's degree, Accounting
Stanford University 2011 — 2011
Strategic Leadership 4 CFO's Program
Daon February 2006 - Present
MAXIMUS 2001 - January 2006
2nd Century Communications July 2000 - January 2001
TRW 1998 - July 2000
BDM 1995 - 1998
Coopers & Lybrand 1987 - 1995
Skills
Financial Reporting, Managerial Finance, Mergers & Acquisitions, Forecasting, Accounting, Management, Due Diligence, Finance, Auditing, Leadership, ERP, Budgets, Business Strategy, Corporate Finance, Strategic Planning, Sarbanes-Oxley Act, Strategic Financial..., Pricing, Risk Management, SaaS, Strategy, Start-ups, Enterprise Software, Program Management, Human Resources, Business Analysis, Business Development
Education
The College of William and Mary 1983 — 1987
Bachelor's degree, Accounting
Stanford University 2011 — 2011
Strategic Leadership 4 CFO's Program
James P. Dougherty, CPA James P. Dougherty, CPA's Coopers & Lybrand Experience 1986 - 1989
Job Your Partner for Success at JLK Rosenberger LLP CPAs
Industry Accounting
Experience
JLK Rosenberger LLP CPAs December 2007 - Present
Glendale Chamber of Commerce July 2013 - Present
Singer Lewak 2005 - 2007
Maginnis, Knechtel & McIntyre, LLP 1995 - 2006
Marshall & Swift/Boeckh 1992 - 1994
Coopers & Lybrand 1986 - 1989
Skills
Accounting, Audit, Auditing, Assurance, Manufacturing, Insurance, Financial Reporting, Real Estate, Non-profits, Quickbooks, Excel, Word, Financial Accounting, Management Consulting, Bookkeeping, Accounts Payable, QuickBooks, GAAP, Leadership, Microsoft Word, Internal Controls, CPA, Management, US GAAP, Microsoft Excel, Budgets, Mergers & Acquisitions, Tax, Nonprofits, Mergers, Financial Analysis, Income Tax, Corporate Tax, Statutory Accounting, Tax Returns, Due Diligence, Tax Preparation, Finance, Tax Accounting, Revenue Recognition
Education
University of Southern California - Marshall School of Business 1981 — 1986
BUAD, Accouting Emphasis
Stetson University 2014 — 2015
Master’s Degree, Masters in Accounting
Chatsworth High School 1977 — 1980
Diploma, Math
Alfred Nobel Jr High (now Middle School) 1975 — 1977
Diploma, Math
Devonshire Elementary
JLK Rosenberger LLP CPAs December 2007 - Present
Glendale Chamber of Commerce July 2013 - Present
Singer Lewak 2005 - 2007
Maginnis, Knechtel & McIntyre, LLP 1995 - 2006
Marshall & Swift/Boeckh 1992 - 1994
Coopers & Lybrand 1986 - 1989
Skills
Accounting, Audit, Auditing, Assurance, Manufacturing, Insurance, Financial Reporting, Real Estate, Non-profits, Quickbooks, Excel, Word, Financial Accounting, Management Consulting, Bookkeeping, Accounts Payable, QuickBooks, GAAP, Leadership, Microsoft Word, Internal Controls, CPA, Management, US GAAP, Microsoft Excel, Budgets, Mergers & Acquisitions, Tax, Nonprofits, Mergers, Financial Analysis, Income Tax, Corporate Tax, Statutory Accounting, Tax Returns, Due Diligence, Tax Preparation, Finance, Tax Accounting, Revenue Recognition
Education
University of Southern California - Marshall School of Business 1981 — 1986
BUAD, Accouting Emphasis
Stetson University 2014 — 2015
Master’s Degree, Masters in Accounting
Chatsworth High School 1977 — 1980
Diploma, Math
Alfred Nobel Jr High (now Middle School) 1975 — 1977
Diploma, Math
Devonshire Elementary
Lou Spitzer Lou Spitzer's Coopers & Lybrand Experience January 1983 - April 1985
Job Senior Vice President and Chief Financial Officer at Bahakel Communications, Ltd
Industry Broadcast Media
Experience
Bahakel Communications February 2006 - Present
Love In the Name of Christ January 2012 - Present
Love In the Name of Christ January 2010 - December 2011
Bahakel Communications June 2000 - February 2006
Tribune Broadcasting June 1990 - May 2000
Magnetec 1988 - 1990
Pratt & Whitney April 1985 - 1988
Coopers & Lybrand January 1983 - April 1985
Carborundum Company 1980 - 1982
Carborundum Company 1979 - 1980
Skills
Excel, Financial Modeling, Forecasting, Financial Reporting, Management, Finance, Accounting, Financial Analysis, Cost Accounting, Auditing, Microsoft Excel, Strategic Planning, Executive Management, Strategy, Mergers & Acquisitions, Analysis, GAAP, Business Strategy, Managerial Finance
Education
State University of New York at Buffalo - School of Management 1980 — 1982
MBA, Business
The Barnabas Group
Strategic Planning Training - A Tailored Paterson Process
Bahakel Communications February 2006 - Present
Love In the Name of Christ January 2012 - Present
Love In the Name of Christ January 2010 - December 2011
Bahakel Communications June 2000 - February 2006
Tribune Broadcasting June 1990 - May 2000
Magnetec 1988 - 1990
Pratt & Whitney April 1985 - 1988
Coopers & Lybrand January 1983 - April 1985
Carborundum Company 1980 - 1982
Carborundum Company 1979 - 1980
Skills
Excel, Financial Modeling, Forecasting, Financial Reporting, Management, Finance, Accounting, Financial Analysis, Cost Accounting, Auditing, Microsoft Excel, Strategic Planning, Executive Management, Strategy, Mergers & Acquisitions, Analysis, GAAP, Business Strategy, Managerial Finance
Education
State University of New York at Buffalo - School of Management 1980 — 1982
MBA, Business
The Barnabas Group
Strategic Planning Training - A Tailored Paterson Process
Gary A. Grossman, CPA, CFP Gary A. Grossman, CPA, CFP's Coopers & Lybrand Experience 1980 - 1983
Job Managing Partner at Grossman St. Amour CPAs PLLC Tax & Financial Consulting for Individuals & Businesses.
Industry Accounting
Experience
Everson Museum of Art December 2013 - Present
Jamesville Positive Action Committee January 2005 - Present
Syracuse Symphony Foundation 2000 - Present
Manlius Pebble Hill School January 2009 - Present
Grossman St. Amour CPAs PLLC October 1983 - Present
Syracuse Symphony Orchestra, Inc. January 2000 - January 2009
Coopers & Lybrand 1980 - 1983
Skills
Nonprofits, Strategic Financial..., Tax, Finance, Mergers & Acquisitions, Tax Preparation, Mergers, Investments, Strategic Planning, Management, Income Tax, Estate Planning, Accounting, Financial Planners, Valuation, Management Consulting, Financial Statements, Small Business, CPA, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, GAAP, Internal Controls
Education
Syracuse University 1979 — 1980
Masters of Science, Accounting
The Ohio State University 1971 — 1975
Bachelors of Science, Accounting
Everson Museum of Art December 2013 - Present
Jamesville Positive Action Committee January 2005 - Present
Syracuse Symphony Foundation 2000 - Present
Manlius Pebble Hill School January 2009 - Present
Grossman St. Amour CPAs PLLC October 1983 - Present
Syracuse Symphony Orchestra, Inc. January 2000 - January 2009
Coopers & Lybrand 1980 - 1983
Skills
Nonprofits, Strategic Financial..., Tax, Finance, Mergers & Acquisitions, Tax Preparation, Mergers, Investments, Strategic Planning, Management, Income Tax, Estate Planning, Accounting, Financial Planners, Valuation, Management Consulting, Financial Statements, Small Business, CPA, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, GAAP, Internal Controls
Education
Syracuse University 1979 — 1980
Masters of Science, Accounting
The Ohio State University 1971 — 1975
Bachelors of Science, Accounting
Jim Vinci Jim Vinci's Coopers & Lybrand Experience 1978 - 1987
Job Paramedic
Industry Hospital & Health Care
Experience
Atlantic Health July 2014 - Present
Holy Name Medical Center June 2014 - Present
Newedge April 2012 - April 2013
Sierra Vista Advisors LP January 2011 - June 2012
Mount Kellett Capital Management May 2008 - May 2011
Morgan Stanley 2004 - 2008
Paloma Partners 2001 - 2004
PricewaterhouseCoopers 1997 - 2001
Lehman Brothers 1987 - 1997
Coopers & Lybrand 1978 - 1987
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Investments, Asset Management, Bonds, Capital Markets, Derivatives, Financial Risk, Management, Mutual Funds, Risk Management
Education
St. John's University
Atlantic Health July 2014 - Present
Holy Name Medical Center June 2014 - Present
Newedge April 2012 - April 2013
Sierra Vista Advisors LP January 2011 - June 2012
Mount Kellett Capital Management May 2008 - May 2011
Morgan Stanley 2004 - 2008
Paloma Partners 2001 - 2004
PricewaterhouseCoopers 1997 - 2001
Lehman Brothers 1987 - 1997
Coopers & Lybrand 1978 - 1987
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Investments, Asset Management, Bonds, Capital Markets, Derivatives, Financial Risk, Management, Mutual Funds, Risk Management
Education
St. John's University
Robert Vito, CPA Robert Vito, CPA's Coopers & Lybrand Experience September 1986 - October 1989
Job Director Policy Governance at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
American Express April 2011 - March 2014
American Express June 2008 - March 2011
American Express December 2004 - May 2008
AEBF August 2002 - November 2004
RIB Finance October 1997 - July 2002
Associated Merchandising Corporation June 1990 - October 1995
Bunge Corporation October 1989 - June 1990
Coopers & Lybrand September 1986 - October 1989
Skills
Credit Cards, Accounting, Finance, Risk Management, Tax, Relationship Mgmt, Organizational..., Budgets, Financial Analysis, Negotiation, SAS, Analysis, Payments, Credit, Management, Electronic Payments, Financial Reporting, Credit Risk, Portfolio Management, Business Process..., Analytics, Cards, Strategic Planning, Financial Services, Basel II, Operational Risk, Financial Risk, Relationship Management, Business Strategy, Loans, Banking, Financial Modeling, Strategy, Fraud, Call Center, Valuation, Internal Controls
Education
St. Francis College 1982 — 1986
BS Accounting, Accounting and Finance
Xaverian High School 1978 — 1982
American Express April 2014 - Present
American Express April 2011 - March 2014
American Express June 2008 - March 2011
American Express December 2004 - May 2008
AEBF August 2002 - November 2004
RIB Finance October 1997 - July 2002
Associated Merchandising Corporation June 1990 - October 1995
Bunge Corporation October 1989 - June 1990
Coopers & Lybrand September 1986 - October 1989
Skills
Credit Cards, Accounting, Finance, Risk Management, Tax, Relationship Mgmt, Organizational..., Budgets, Financial Analysis, Negotiation, SAS, Analysis, Payments, Credit, Management, Electronic Payments, Financial Reporting, Credit Risk, Portfolio Management, Business Process..., Analytics, Cards, Strategic Planning, Financial Services, Basel II, Operational Risk, Financial Risk, Relationship Management, Business Strategy, Loans, Banking, Financial Modeling, Strategy, Fraud, Call Center, Valuation, Internal Controls
Education
St. Francis College 1982 — 1986
BS Accounting, Accounting and Finance
Xaverian High School 1978 — 1982
Lisa Machii Greengrove Lisa Machii Greengrove's Coopers & Lybrand Experience January 1996 - March 1998
Job Transactional Attorney at Spierer, Woodward, Corbalis & Goldberg
Industry Law Practice
Experience
Spierer, Woodward, Corbalis & Goldberg June 2015 - Present
Katten Muchin Rosenman LLP January 2013 - June 2015
Law Offices of Lisa N. Machii November 2007 - January 2013
Bear Stearns May 2007 - October 2007
Katten Muchin Rosenman LLP February 2005 - April 2007
Orrick, Herrington & Sutcliffe LLP November 2000 - December 2004
Allen Matkins Leck Gamble & Mallory LLP July 1999 - October 2000
Gibson, Dunn & Crutcher LLP April 1998 - June 1999
Coopers & Lybrand January 1996 - March 1998
Skills
Dispositions, Real Estate, Business Transactions, Joint Ventures, Mergers
Education
Southwestern Law School 1993 — 1996
JD, Law
University of Southern California 1990 — 1992
BS, Accounting
Spierer, Woodward, Corbalis & Goldberg June 2015 - Present
Katten Muchin Rosenman LLP January 2013 - June 2015
Law Offices of Lisa N. Machii November 2007 - January 2013
Bear Stearns May 2007 - October 2007
Katten Muchin Rosenman LLP February 2005 - April 2007
Orrick, Herrington & Sutcliffe LLP November 2000 - December 2004
Allen Matkins Leck Gamble & Mallory LLP July 1999 - October 2000
Gibson, Dunn & Crutcher LLP April 1998 - June 1999
Coopers & Lybrand January 1996 - March 1998
Skills
Dispositions, Real Estate, Business Transactions, Joint Ventures, Mergers
Education
Southwestern Law School 1993 — 1996
JD, Law
University of Southern California 1990 — 1992
BS, Accounting
Ann Driscoll Ann Driscoll's Coopers & Lybrand Experience July 1986 - September 1993
Job Principal at Caron & Bletzer, PLLC
Industry Accounting
Experience
Caron & Bletzer, PLLC February 1999 - Present
Healthsource Preferred 1994 - 1998
Coopers & Lybrand July 1986 - September 1993
Skills
Employee Benefit Plan..., ERISA, Defined Benefit, 401k, Pensions, Auditing, Defined Contribution, CPA, Retirement, Accounting, Benefits Administration, Financial Reporting, Financial Accounting, Internal Controls, Employee Benefits
Education
Southern New Hampshire University 1982 — 1986
BS, Accounting
Southern NH University
BS, Accounting
Caron & Bletzer, PLLC February 1999 - Present
Healthsource Preferred 1994 - 1998
Coopers & Lybrand July 1986 - September 1993
Skills
Employee Benefit Plan..., ERISA, Defined Benefit, 401k, Pensions, Auditing, Defined Contribution, CPA, Retirement, Accounting, Benefits Administration, Financial Reporting, Financial Accounting, Internal Controls, Employee Benefits
Education
Southern New Hampshire University 1982 — 1986
BS, Accounting
Southern NH University
BS, Accounting
Raymond Dowling Raymond Dowling's Coopers & Lybrand Experience September 1978 - March 1983
Job Managing Director and CEO Dowling Advisors, Inc
Industry Financial Services
Experience
Dowling Advisors, Inc. May 2007 - Present
Protx Risk Management LLC September 2013 - Present
Eastern Atlantic RE December 2010 - Present
Converium Reinsurance (NA) Inc. September 2004 - April 2007
Converium Reinsurance (NA) Inc April 2003 - September 2004
Towers Perrin Reinsurance May 1995 - March 2003
AIG Inc. March 1991 - April 1995
Citibank January 1983 - March 1991
Coopers & Lybrand September 1978 - March 1983
Skills
Reinsurance, Capital Markets, Management Consulting, Underwriting, Property & Casualty..., Arbitration, Mergers, Captives, Mergers & Acquisitions, Claim, Financial Risk, Liability, Insurance, Risk Management, Investments, Brokers, Professional Liability, Legal Liability, Commercial Insurance, Portfolio Management, Due Diligence, Corporate Finance, Financial Structuring, Structured Finance, Strategic Financial..., Casualty, Strategy, Executive Management, Financial Services, Enterprise Risk..., Private Equity, Restructuring, Solvency II, Actuarial Science, Corporate Governance, Financial Modeling, Valuation, Alternative Investments, Claims Management, Financial Advisory, Life Insurance, Health Insurance, General Insurance, Finance, Corporate Development, Financial Analysis, D&O, M&A experience, Excess
Education
St. Francis College 1974 — 1978
BS, Accounting
Dowling Advisors, Inc. May 2007 - Present
Protx Risk Management LLC September 2013 - Present
Eastern Atlantic RE December 2010 - Present
Converium Reinsurance (NA) Inc. September 2004 - April 2007
Converium Reinsurance (NA) Inc April 2003 - September 2004
Towers Perrin Reinsurance May 1995 - March 2003
AIG Inc. March 1991 - April 1995
Citibank January 1983 - March 1991
Coopers & Lybrand September 1978 - March 1983
Skills
Reinsurance, Capital Markets, Management Consulting, Underwriting, Property & Casualty..., Arbitration, Mergers, Captives, Mergers & Acquisitions, Claim, Financial Risk, Liability, Insurance, Risk Management, Investments, Brokers, Professional Liability, Legal Liability, Commercial Insurance, Portfolio Management, Due Diligence, Corporate Finance, Financial Structuring, Structured Finance, Strategic Financial..., Casualty, Strategy, Executive Management, Financial Services, Enterprise Risk..., Private Equity, Restructuring, Solvency II, Actuarial Science, Corporate Governance, Financial Modeling, Valuation, Alternative Investments, Claims Management, Financial Advisory, Life Insurance, Health Insurance, General Insurance, Finance, Corporate Development, Financial Analysis, D&O, M&A experience, Excess
Education
St. Francis College 1974 — 1978
BS, Accounting
Norbert Howard, CPA,CISA,CMA,CIA,CFSA,CGFM,PMP's Coopers & Lybrand Experience 1997 - 1998
Job Vice President, Financial Management, PotomacWave Consulting
Industry Information Technology and Services
Experience
PotomacWave Consulting November 2012 - Present
e-Source Technologies, Inc June 2008 - November 2012
Oakland Consulting Group February 2007 - May 2008
BearingPoint, Inc July 2000 - February 2007
Pricewaterhouse Coopers March 1997 - July 2000
Coopers & Lybrand 1997 - 1998
Resolution Trust Corporation/FDIC 1992 - 1996
Skills
IT Strategy, IT Management, IT Audit, IT Risk Management, Cloud Computing, Project Management, Financial Management..., ITIL, Business Intelligence, Accounting, Software Quality..., Automated Software..., Oracle ERP..., Federal Grants..., SAP R3, SAP xRPM, IT Project Leadership, Business Development, COBIT 5, IT Governance, IV&V, IT Infrastructure..., Federal Accounting, Healthcare Information..., Shared Services..., Shared Services, Governance, SAP ERP, Program Management, Business Transformation, Business Analysis, PMP, FASB, Risk Management, Management Consulting, Business Process, Integration, Project Planning, ERP, Strategic Planning, Change Management, SAP, Internal Controls, Management, SAP R/3, Business Process..., Financial Systems..., Oracle E-Business Suite, Process Improvement, Managerial Finance
Education
Old Dominion University - College of Business and Public Administration
BS, Business Administration
University of Maryland University College
MS
PotomacWave Consulting November 2012 - Present
e-Source Technologies, Inc June 2008 - November 2012
Oakland Consulting Group February 2007 - May 2008
BearingPoint, Inc July 2000 - February 2007
Pricewaterhouse Coopers March 1997 - July 2000
Coopers & Lybrand 1997 - 1998
Resolution Trust Corporation/FDIC 1992 - 1996
Skills
IT Strategy, IT Management, IT Audit, IT Risk Management, Cloud Computing, Project Management, Financial Management..., ITIL, Business Intelligence, Accounting, Software Quality..., Automated Software..., Oracle ERP..., Federal Grants..., SAP R3, SAP xRPM, IT Project Leadership, Business Development, COBIT 5, IT Governance, IV&V, IT Infrastructure..., Federal Accounting, Healthcare Information..., Shared Services..., Shared Services, Governance, SAP ERP, Program Management, Business Transformation, Business Analysis, PMP, FASB, Risk Management, Management Consulting, Business Process, Integration, Project Planning, ERP, Strategic Planning, Change Management, SAP, Internal Controls, Management, SAP R/3, Business Process..., Financial Systems..., Oracle E-Business Suite, Process Improvement, Managerial Finance
Education
Old Dominion University - College of Business and Public Administration
BS, Business Administration
University of Maryland University College
MS
Mitch Feldman Mitch Feldman's Coopers & Lybrand Experience 1992 - 1994
Job Independent Principal Management Consultant at Midtown Consulting Group
Industry Financial Services
Experience
Midtown Consulting Group / Suntrust Bank January 2014 - Present
Midtown Consulting Group/ TIAA-CREF March 2011 - December 2013
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Corporation 2006 - December 2009
Wachovia 2004 - 2006
Wachovia 2003 - 2004
DeLeeuw Associates 1999 - 2003
Bank of America 1995 - 1999
Coopers & Lybrand 1992 - 1994
Skills
Strategy, Management Consulting, Financial Analysis, Cross-functional Team..., Analytics, Program Management, Forecasting, Banking, Management, Business Intelligence, Business Analysis, Leadership, Integration, Project Management, SDLC, Analysis, Mergers & Acquisitions, Finance, Strategic Planning, financial modeling, Business Strategy, Business Process..., Financial Services, Consulting
Education
Pace University - Lubin Graduate School of Business
MBA Finance \ MS Accounting
State University of New York at New Paltz
B.S
Great Neck North HS
Midtown Consulting Group / Suntrust Bank January 2014 - Present
Midtown Consulting Group/ TIAA-CREF March 2011 - December 2013
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Corporation 2006 - December 2009
Wachovia 2004 - 2006
Wachovia 2003 - 2004
DeLeeuw Associates 1999 - 2003
Bank of America 1995 - 1999
Coopers & Lybrand 1992 - 1994
Skills
Strategy, Management Consulting, Financial Analysis, Cross-functional Team..., Analytics, Program Management, Forecasting, Banking, Management, Business Intelligence, Business Analysis, Leadership, Integration, Project Management, SDLC, Analysis, Mergers & Acquisitions, Finance, Strategic Planning, financial modeling, Business Strategy, Business Process..., Financial Services, Consulting
Education
Pace University - Lubin Graduate School of Business
MBA Finance \ MS Accounting
State University of New York at New Paltz
B.S
Great Neck North HS
Patrick M. Donovan, CPA Patrick M. Donovan, CPA's Coopers & Lybrand Experience July 1978 - November 1980
Job Independent Accounting Consultant
Industry Financial Services
Experience
Own Account February 2012 - Present
The Center for Professional Education, Inc. ("CPE INC.") January 2012 - Present
Protiviti March 2012 - Present
Retired December 2010 - January 2012
AIG May 2006 - November 2010
Goldman Sachs 2002 - 2006
Arthur Andersen - On Call February 2001 - April 2002
Bankers Trust March 1988 - January 2001
Chase Manhattan Corporation December 1980 - February 1988
Coopers & Lybrand July 1978 - November 1980
Skills
Derivatives, Capital Markets, Structured Finance, Finance, US GAAP, Equities, Hedging, Accounting, Investment Banking, Financial Modeling, Securitization, Consolidation, Investments, Financial Accounting, Swaps, Options, Valuation, Fixed Income, Trading, Financial Risk, Hedge Funds, Financial Services, Credit, Financial Structuring, Treasury, Private Equity, Alternative Investments, Interest Rate..., FX Options, Credit Derivatives, Securities, Market Risk, Commodities, Commodity, Weaving, Exotic Derivatives
Education
State University of New York at Albany 1975 — 1978
BSc - Accounting, Accounting, Economics, Liberal Arts
SUNY Stony Brook 1967 — 1969
None, Physics and Economics
Own Account February 2012 - Present
The Center for Professional Education, Inc. ("CPE INC.") January 2012 - Present
Protiviti March 2012 - Present
Retired December 2010 - January 2012
AIG May 2006 - November 2010
Goldman Sachs 2002 - 2006
Arthur Andersen - On Call February 2001 - April 2002
Bankers Trust March 1988 - January 2001
Chase Manhattan Corporation December 1980 - February 1988
Coopers & Lybrand July 1978 - November 1980
Skills
Derivatives, Capital Markets, Structured Finance, Finance, US GAAP, Equities, Hedging, Accounting, Investment Banking, Financial Modeling, Securitization, Consolidation, Investments, Financial Accounting, Swaps, Options, Valuation, Fixed Income, Trading, Financial Risk, Hedge Funds, Financial Services, Credit, Financial Structuring, Treasury, Private Equity, Alternative Investments, Interest Rate..., FX Options, Credit Derivatives, Securities, Market Risk, Commodities, Commodity, Weaving, Exotic Derivatives
Education
State University of New York at Albany 1975 — 1978
BSc - Accounting, Accounting, Economics, Liberal Arts
SUNY Stony Brook 1967 — 1969
None, Physics and Economics
Michael Espina Michael Espina's Coopers & Lybrand Experience December 1993 - December 1995
Job Partner, Nakita Capital Partners, Advisory Business Venture Svcs, Information Technology, Software & Services Consultant
Industry Information Technology and Services
Experience
Nakita Capital Partners March 2001 - Present
Computer Associates May 1997 - June 2000
JP Morgan January 1995 - May 1997
Merging Technologies, Inc. December 1993 - May 1997
Coopers & Lybrand December 1993 - December 1995
Computer Associates December 1985 - December 1993
Skills
Business Development, Project Management, Cloud Computing, Enterprise Software, SaaS, Professional Services, IT Strategy, Enterprise Architecture, Integration, Business Intelligence, Program Management, Virtualization, Solution Selling, Solution Architecture, Business Analysis, Team Leadership, Information Security, Strategic Planning, Start-ups, Software Project..., IT Service Management, Management Consulting, Information Technology, Risk Management, Consulting, Data Center, Pre-sales, Security, Vendor Management, Outsourcing, IT Management
Education
Plattsburgh State University 1978 — 1982
BS, Computer Science
State University of New York College at Plattsburgh 1978 — 1982
BS Computer Science, Minor Biology
Nakita Capital Partners March 2001 - Present
Computer Associates May 1997 - June 2000
JP Morgan January 1995 - May 1997
Merging Technologies, Inc. December 1993 - May 1997
Coopers & Lybrand December 1993 - December 1995
Computer Associates December 1985 - December 1993
Skills
Business Development, Project Management, Cloud Computing, Enterprise Software, SaaS, Professional Services, IT Strategy, Enterprise Architecture, Integration, Business Intelligence, Program Management, Virtualization, Solution Selling, Solution Architecture, Business Analysis, Team Leadership, Information Security, Strategic Planning, Start-ups, Software Project..., IT Service Management, Management Consulting, Information Technology, Risk Management, Consulting, Data Center, Pre-sales, Security, Vendor Management, Outsourcing, IT Management
Education
Plattsburgh State University 1978 — 1982
BS, Computer Science
State University of New York College at Plattsburgh 1978 — 1982
BS Computer Science, Minor Biology
Charles H. (Chuck) Knox's Coopers & Lybrand Experience June 1979 - May 1983
Job CPA
Industry Accounting
Experience
McHale, Caruso, Scullion & Knox October 2007 - Present
Kagan, Jugan & Associates, P.A. January 1989 - September 2007
McHale, Ezzell & Co., P.A. May 1983 - December 1988
Coopers & Lybrand June 1979 - May 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Stetson University 1975 — 1979
BBA, Accounting
McHale, Caruso, Scullion & Knox October 2007 - Present
Kagan, Jugan & Associates, P.A. January 1989 - September 2007
McHale, Ezzell & Co., P.A. May 1983 - December 1988
Coopers & Lybrand June 1979 - May 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Stetson University 1975 — 1979
BBA, Accounting
Christine Kramlik Christine Kramlik's Coopers & Lybrand Experience 1978 - 1985
Job Controller at Alliance Cancer Specialists, PC
Industry Accounting
Experience
Alliance Cancer Specialists, PC February 2012 - Present
Touchstone Wireless May 2008 - November 2011
Clemens Markets 2003 - 2007
Moyer Packing Company (MOPAC) 1985 - 2002
Coopers & Lybrand 1978 - 1985
Skills
Financial Reporting, Budgets, Variance Analysis, Accounting, General Ledger, Sarbanes-Oxley Act, Accounts Receivable, Account Reconciliation, Process Improvement, Forecasting, Auditing, GAAP
Education
Temple University 1974 — 1978
BS, Accounting
Upper Moreland High School 1970 — 1974
Alliance Cancer Specialists, PC February 2012 - Present
Touchstone Wireless May 2008 - November 2011
Clemens Markets 2003 - 2007
Moyer Packing Company (MOPAC) 1985 - 2002
Coopers & Lybrand 1978 - 1985
Skills
Financial Reporting, Budgets, Variance Analysis, Accounting, General Ledger, Sarbanes-Oxley Act, Accounts Receivable, Account Reconciliation, Process Improvement, Forecasting, Auditing, GAAP
Education
Temple University 1974 — 1978
BS, Accounting
Upper Moreland High School 1970 — 1974
John Brind'Amour John Brind'Amour's Coopers & Lybrand Experience 1994 - 1997
Job IDI Billing Solutions
Industry Telecommunications
Experience
IDI Billing Solutions 1999 - Present
Frontier Communications 1997 - 1999
Coopers & Lybrand 1994 - 1997
Skills
E-911, Tax, Telecommunications, Project Planning, Finance, Accounting, Access, Account Reconciliation, Auditing, Process Improvement, Microsoft Excel, Financial Reporting, Sarbanes-Oxley Act, Tax Research, Sales Tax
Education
The University of Texas at Dallas 1990 — 1992
MBA, Accounting
State University of New York College at Geneseo 1984 — 1988
B.S., Management Science & Finance
IDI Billing Solutions 1999 - Present
Frontier Communications 1997 - 1999
Coopers & Lybrand 1994 - 1997
Skills
E-911, Tax, Telecommunications, Project Planning, Finance, Accounting, Access, Account Reconciliation, Auditing, Process Improvement, Microsoft Excel, Financial Reporting, Sarbanes-Oxley Act, Tax Research, Sales Tax
Education
The University of Texas at Dallas 1990 — 1992
MBA, Accounting
State University of New York College at Geneseo 1984 — 1988
B.S., Management Science & Finance
Anna Loh Anna Loh's Coopers & Lybrand Experience June 1989 - November 1992
Job Senior Director at University of Pennsylvania
Industry Higher Education
Experience
Wharton School, University of Pennsylvania February 1997 - Present
Wharton School, University of Pennsylvania November 1992 - February 1997
Coopers & Lybrand June 1989 - November 1992
Skills
Coaching, Human Resources, Training, Policy, Program Management, Organizational..., Management, Nonprofits, Higher Education, Deferred Compensation, Employment Law, Leadership Development, Career Counseling, Staff Development, Strategic Planning, Strategy, Performance Management, New Hire Orientations, Team Leadership, Interviews
Education
Temple University
BA, Psychology
University of Pennsylvania
MS, Organizational Dynamics
University of Pennsylvania
Certificate, Leadership
Wharton School, University of Pennsylvania February 1997 - Present
Wharton School, University of Pennsylvania November 1992 - February 1997
Coopers & Lybrand June 1989 - November 1992
Skills
Coaching, Human Resources, Training, Policy, Program Management, Organizational..., Management, Nonprofits, Higher Education, Deferred Compensation, Employment Law, Leadership Development, Career Counseling, Staff Development, Strategic Planning, Strategy, Performance Management, New Hire Orientations, Team Leadership, Interviews
Education
Temple University
BA, Psychology
University of Pennsylvania
MS, Organizational Dynamics
University of Pennsylvania
Certificate, Leadership
Pete Schaubach Pete Schaubach's Coopers & Lybrand Experience March 1990 - July 1992
Job Chief Information Officer at K2M
Industry Medical Devices
Experience
K2M July 2013 - Present
QAD February 2011 - July 2013
AGA Medical December 2008 - January 2010
ev3 Inc. September 2001 - December 2008
Medtronic June 2000 - September 2001
Boston Scientific May 1994 - June 2000
Tricord Systems July 1992 - May 1994
Coopers & Lybrand March 1990 - July 1992
ETA Systems June 1986 - January 1990
Skills
Life Sciences, Business Alignment, Business Process..., Business Transformation, IT Strategy, IT Management, Acquisition Integration, JD Edwards, ERP, Agile Methodologies, SAP, Business Intelligence, QAD, Start-ups, Software Project..., Manufacturing, Integration, SaaS, Cross-functional Team..., Lifesciences, Strategy, Management, Project Management, Process Improvement, Business Process, Enterprise Software, FDA, Leadership, CRM, Cloud Computing, Business Analysis, Forecasting, Data Warehousing, Program Management, Requirements Analysis
Education
University of North Texas
BA, Computer Science
St. Cloud State University
K2M July 2013 - Present
QAD February 2011 - July 2013
AGA Medical December 2008 - January 2010
ev3 Inc. September 2001 - December 2008
Medtronic June 2000 - September 2001
Boston Scientific May 1994 - June 2000
Tricord Systems July 1992 - May 1994
Coopers & Lybrand March 1990 - July 1992
ETA Systems June 1986 - January 1990
Skills
Life Sciences, Business Alignment, Business Process..., Business Transformation, IT Strategy, IT Management, Acquisition Integration, JD Edwards, ERP, Agile Methodologies, SAP, Business Intelligence, QAD, Start-ups, Software Project..., Manufacturing, Integration, SaaS, Cross-functional Team..., Lifesciences, Strategy, Management, Project Management, Process Improvement, Business Process, Enterprise Software, FDA, Leadership, CRM, Cloud Computing, Business Analysis, Forecasting, Data Warehousing, Program Management, Requirements Analysis
Education
University of North Texas
BA, Computer Science
St. Cloud State University
Treasure Auble Treasure Auble's Coopers & Lybrand Experience July 1989 - April 1993
Job Owner and President at The Quilting Bee, Inc.
Industry Accounting
Experience
The Quilting Bee, Inc. October 2011 - Present
Treasured Resources May 1995 - Present
INBD, Inc. April 1993 - September 1997
Coopers & Lybrand July 1989 - April 1993
Education
Whitworth University 2011 — 2013
Organizational Management
Spokane Community College
Associate of Arts, Accounting, Business
Sandpoint High School 1978 — 1980
The Quilting Bee, Inc. October 2011 - Present
Treasured Resources May 1995 - Present
INBD, Inc. April 1993 - September 1997
Coopers & Lybrand July 1989 - April 1993
Education
Whitworth University 2011 — 2013
Organizational Management
Spokane Community College
Associate of Arts, Accounting, Business
Sandpoint High School 1978 — 1980
Dennis E. Sheriff, PhD Dennis E. Sheriff, PhD's Coopers & Lybrand Experience 1994 - 1998
Job Senior Learning & Business Operations Professional
Industry Pharmaceuticals
Experience
Pfizer Inc 2003 - 2011
The HomeDepot 2002 - 2003
Self Employed 2001 - 2002
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1994 - 1998
Arthur Andersen & Co. 1981 - 1994
Northern Illinios University 1977 - 1981
Education
Texas A&M University 1974 — 1977
PhD, Instructional Design
Pfizer Inc 2003 - 2011
The HomeDepot 2002 - 2003
Self Employed 2001 - 2002
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1994 - 1998
Arthur Andersen & Co. 1981 - 1994
Northern Illinios University 1977 - 1981
Education
Texas A&M University 1974 — 1977
PhD, Instructional Design
Mussette King, CPA's Coopers & Lybrand Experience June 1993 - March 1994
Job Corporate Controller
Industry Consumer Services
Experience
Strong-Bridge Consulting July 2015 - Present
Integral Financial Partners October 2011 - July 2015
** December 2010 - October 2011
Jefferson Wells Int'l/Experis August 2005 - June 2009
AcctKnowledge Financial Staffing October 2003 - May 2005
Bass Enterprises May 1999 - August 2003
Core Laboratories January 1998 - April 1999
Fleming Companies May 1994 - May 1997
Coopers & Lybrand June 1993 - March 1994
Skills
Process Improvement, Financial Policies &..., Financial Audits, Big 4, Budget, Financial Forecasting, Financial Statement..., CPA, Spanish, Financial Reporting, Revenue Recognition, Defense Contracting, Manufacturing, Client Development, SOX 404, Process Flow Charts, Process Flow..., Accounting, Internal Audit, Internal Controls, Auditing, Budgets, External Audit, Strategic Financial..., Financial Accounting, Forecasting, Mergers & Acquisitions, Consolidation, Due Diligence
Education
Rhema Bible Training Center 2003 — 2005
Pastoral Ministry
Southwestern Oklahoma State University 1989 — 1993
BS, Accounting, Finance
Strong-Bridge Consulting July 2015 - Present
Integral Financial Partners October 2011 - July 2015
** December 2010 - October 2011
Jefferson Wells Int'l/Experis August 2005 - June 2009
AcctKnowledge Financial Staffing October 2003 - May 2005
Bass Enterprises May 1999 - August 2003
Core Laboratories January 1998 - April 1999
Fleming Companies May 1994 - May 1997
Coopers & Lybrand June 1993 - March 1994
Skills
Process Improvement, Financial Policies &..., Financial Audits, Big 4, Budget, Financial Forecasting, Financial Statement..., CPA, Spanish, Financial Reporting, Revenue Recognition, Defense Contracting, Manufacturing, Client Development, SOX 404, Process Flow Charts, Process Flow..., Accounting, Internal Audit, Internal Controls, Auditing, Budgets, External Audit, Strategic Financial..., Financial Accounting, Forecasting, Mergers & Acquisitions, Consolidation, Due Diligence
Education
Rhema Bible Training Center 2003 — 2005
Pastoral Ministry
Southwestern Oklahoma State University 1989 — 1993
BS, Accounting, Finance
Manette Maddox Manette Maddox's Coopers & Lybrand Experience July 1976 - August 1977
Job Financial Controls Senior Manager at Halliburton
Industry Oil & Energy
Experience
Halliburton September 2012 - Present
Halliburton September 2004 - June 2011
Horn, Murdock, Cole June 2000 - September 2004
Houston Grand Opera April 1993 - June 2000
Manette B. Adams, CPA January 1989 - January 1993
American General Corp December 1980 - September 1984
The Mischer Corporation October 1977 - July 1980
Coopers & Lybrand July 1976 - August 1977
Skills
Internal Controls, Consolidation, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Accounting, Management, Finance, Strategic Planning, Team Building, Software Documentation, Financial Statements, Certified Fraud Examiner, Budgets, General Ledger, CPA, Internal Audit, Journal Entries, Procurement, SEC filings, Nonprofits, Financial Reporting, GAAP, Variance Analysis
Education
Texas A&M University 1972 — 1976
BBA, Accounting
Thomas Jefferson High School
Thomas Jefferson High School
Halliburton September 2012 - Present
Halliburton September 2004 - June 2011
Horn, Murdock, Cole June 2000 - September 2004
Houston Grand Opera April 1993 - June 2000
Manette B. Adams, CPA January 1989 - January 1993
American General Corp December 1980 - September 1984
The Mischer Corporation October 1977 - July 1980
Coopers & Lybrand July 1976 - August 1977
Skills
Internal Controls, Consolidation, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Accounting, Management, Finance, Strategic Planning, Team Building, Software Documentation, Financial Statements, Certified Fraud Examiner, Budgets, General Ledger, CPA, Internal Audit, Journal Entries, Procurement, SEC filings, Nonprofits, Financial Reporting, GAAP, Variance Analysis
Education
Texas A&M University 1972 — 1976
BBA, Accounting
Thomas Jefferson High School
Thomas Jefferson High School
Michael Brandt Michael Brandt's Coopers & Lybrand Experience January 1989 - October 1992
Job VP Finance and CFO, Prudential Retirement at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2010 - Present
Babcock & Brown March 2008 - August 2010
GE Capital February 1995 - March 2008
MacAndrews & Forbes October 1992 - February 1995
Coopers & Lybrand January 1989 - October 1992
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management, International Business
Syracuse University - Martin J. Whitman School of Management 1986 — 1988
BS, Accounting
Prudential Financial August 2010 - Present
Babcock & Brown March 2008 - August 2010
GE Capital February 1995 - March 2008
MacAndrews & Forbes October 1992 - February 1995
Coopers & Lybrand January 1989 - October 1992
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management, International Business
Syracuse University - Martin J. Whitman School of Management 1986 — 1988
BS, Accounting
Howard Nelson Howard Nelson's Coopers & Lybrand Experience 1985 - 1987
Job President and Owner, Doggie Style Pet Stores
Industry Retail
Experience
Doggie Style - Multi-Store Pet Retail Company February 2010 - Present
The Pet Mechanic February 2010 - Present
Nelson Consulting Services 2003 - December 2010
Thomas Jefferson University Hospital 2009 - 2010
PSPCA and Washington Humane Society 2004 - 2009
Fannie Mae 1999 - 2003
Fannie Mae November 1987 - March 1999
Coopers & Lybrand 1985 - 1987
Skills
Budgets, Finance, Financial Analysis, Human Resources, Healthcare, Investments, Leadership, Management, Product Development, Contract Negotiation, Nonprofits, Small Business, Management Consulting, Retail, Start-ups
Education
Temple University - Fox School of Business and Management 1990 — 1994
MBA, Finance
Susquehanna University 1981 — 1985
B.S., Business Administration and Computer Science
Doggie Style - Multi-Store Pet Retail Company February 2010 - Present
The Pet Mechanic February 2010 - Present
Nelson Consulting Services 2003 - December 2010
Thomas Jefferson University Hospital 2009 - 2010
PSPCA and Washington Humane Society 2004 - 2009
Fannie Mae 1999 - 2003
Fannie Mae November 1987 - March 1999
Coopers & Lybrand 1985 - 1987
Skills
Budgets, Finance, Financial Analysis, Human Resources, Healthcare, Investments, Leadership, Management, Product Development, Contract Negotiation, Nonprofits, Small Business, Management Consulting, Retail, Start-ups
Education
Temple University - Fox School of Business and Management 1990 — 1994
MBA, Finance
Susquehanna University 1981 — 1985
B.S., Business Administration and Computer Science
Dennis Klahn Dennis Klahn's Coopers & Lybrand Experience 1980 - 1982
Job Group Controller at Teledyne RD Instruments
Industry Accounting
Experience
Teledyne RD Instruments February 2011 - Present
ISE Corporation July 2007 - February 2011
Overland Storage June 2006 - July 2007
NTN Buzztime Inc. March 2006 - May 2006
Anacomp July 1999 - March 2006
International Lottery and Totalizator Systems Inc May 1993 - July 1999
Sundstrand Corporation 1984 - 1993
Bendix Corporation 1982 - 1984
Coopers & Lybrand 1980 - 1982
Skills
Investor Relations, SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Accounting, Strategic Planning, SOP 97-2, Management, Analysis, Executive Management, Finance, Forecasting, SEC Filings, Internal Controls
Education
St. Ambrose University 1976 — 1980
Bachelor of Arts, Accounting
Teledyne RD Instruments February 2011 - Present
ISE Corporation July 2007 - February 2011
Overland Storage June 2006 - July 2007
NTN Buzztime Inc. March 2006 - May 2006
Anacomp July 1999 - March 2006
International Lottery and Totalizator Systems Inc May 1993 - July 1999
Sundstrand Corporation 1984 - 1993
Bendix Corporation 1982 - 1984
Coopers & Lybrand 1980 - 1982
Skills
Investor Relations, SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Accounting, Strategic Planning, SOP 97-2, Management, Analysis, Executive Management, Finance, Forecasting, SEC Filings, Internal Controls
Education
St. Ambrose University 1976 — 1980
Bachelor of Arts, Accounting
Bruce Jaffe's Coopers & Lybrand Experience June 1986 - June 1989
Job Corporate Development, Strategy, Chief Financial Officer
Industry Internet
Experience
Glam Media May 2010 - December 2011
Microsoft December 2005 - February 2008
MSN division of Microsoft January 2003 - December 2005
Microsoft June 1995 - January 2003
de'Medici Systems, Inc June 1991 - June 1995
Coopers & Lybrand June 1986 - June 1989
Skills
Start-ups, Mergers, Strategy, Business Development, Strategic Planning, Corporate Development, Digital Media, Strategic Partnerships, Product Management, Venture Capital, SaaS, Business Strategy, Go-to-market Strategy, Product Marketing, Enterprise Software, Entrepreneurship, Mobile Devices, Cloud Computing, E-commerce, Executive Management
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of California, Berkeley 1982 — 1986
BS
Glam Media May 2010 - December 2011
Microsoft December 2005 - February 2008
MSN division of Microsoft January 2003 - December 2005
Microsoft June 1995 - January 2003
de'Medici Systems, Inc June 1991 - June 1995
Coopers & Lybrand June 1986 - June 1989
Skills
Start-ups, Mergers, Strategy, Business Development, Strategic Planning, Corporate Development, Digital Media, Strategic Partnerships, Product Management, Venture Capital, SaaS, Business Strategy, Go-to-market Strategy, Product Marketing, Enterprise Software, Entrepreneurship, Mobile Devices, Cloud Computing, E-commerce, Executive Management
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of California, Berkeley 1982 — 1986
BS
Jill Knittel Jill Knittel's Coopers & Lybrand Experience September 1994 - September 1997
Job Financial Advisor, Parker/Burke Team at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc January 2015 - Present
ER Select March 2011 - January 2015
Employee Relations Associates February 2009 - January 2015
Worldleaders July 2007 - February 2009
Advantage Professionals September 1997 - July 2007
Coopers & Lybrand September 1994 - September 1997
Skills
Recruiting, Human Resources, Sourcing, Leadership, Employee Relations, Talent Acquisition, Management, Interviews, Executive Search, Sales, Strategic Planning, Leadership Development, Marketing, Consulting, Strategy, Hiring, Staffing Services, Employee Training, Team Building, Account Management, Supply Chain, Screening, Career Development, Process Improvement, Contract Negotiation, Executive Management, Customer Service, Business Development, Budgets, Vendor Management, New Business Development, Coaching, HR Consulting, Staff Development, Time Management, Applicant Tracking..., Forecasting, Technical Recruiting, Accounting, Networking, Career Transitions, Employee Benefits, Building Relationships, Series 7, 401k, 401k Rollovers, Personal Financial..., Relationship Building, Talent Management, Finance
Education
Saint John Fisher College 2001 — 2003
MBA
Saint John Fisher College 1990 — 1994
BS, Accounting
Hughesville High School 1986 — 1990
Sage Rutty & Co., Inc January 2015 - Present
ER Select March 2011 - January 2015
Employee Relations Associates February 2009 - January 2015
Worldleaders July 2007 - February 2009
Advantage Professionals September 1997 - July 2007
Coopers & Lybrand September 1994 - September 1997
Skills
Recruiting, Human Resources, Sourcing, Leadership, Employee Relations, Talent Acquisition, Management, Interviews, Executive Search, Sales, Strategic Planning, Leadership Development, Marketing, Consulting, Strategy, Hiring, Staffing Services, Employee Training, Team Building, Account Management, Supply Chain, Screening, Career Development, Process Improvement, Contract Negotiation, Executive Management, Customer Service, Business Development, Budgets, Vendor Management, New Business Development, Coaching, HR Consulting, Staff Development, Time Management, Applicant Tracking..., Forecasting, Technical Recruiting, Accounting, Networking, Career Transitions, Employee Benefits, Building Relationships, Series 7, 401k, 401k Rollovers, Personal Financial..., Relationship Building, Talent Management, Finance
Education
Saint John Fisher College 2001 — 2003
MBA
Saint John Fisher College 1990 — 1994
BS, Accounting
Hughesville High School 1986 — 1990
Patricia Gehring Patricia Gehring's Coopers & Lybrand Experience August 1990 - May 1994
Job MS Math Teacher
Industry Primary/Secondary Education
Experience
Durham Public Schools August 2011 - Present
VenTara Corporation May 1999 - October 2009
Coopers & Lybrand August 1990 - May 1994
Silverstein Properties August 1987 - May 1990
Skills
Teaching, Educational Technology, Curriculum Development, Instructional Design, Tutoring, Curriculum Design, Higher Education, Educational Leadership, Staff Development, Microsoft Office, Public Speaking, K-12, Research, Management, Lesson Planning, Instructional Technology
Education
NC State University 2009 — 2011
Teaching Certification, Secondary Education and Teaching, Graduate School
State University of New York College at Potsdam 1983 — 1987
BA, Mathematics
PJ High 1980 — 1983
Durham Public Schools August 2011 - Present
VenTara Corporation May 1999 - October 2009
Coopers & Lybrand August 1990 - May 1994
Silverstein Properties August 1987 - May 1990
Skills
Teaching, Educational Technology, Curriculum Development, Instructional Design, Tutoring, Curriculum Design, Higher Education, Educational Leadership, Staff Development, Microsoft Office, Public Speaking, K-12, Research, Management, Lesson Planning, Instructional Technology
Education
NC State University 2009 — 2011
Teaching Certification, Secondary Education and Teaching, Graduate School
State University of New York College at Potsdam 1983 — 1987
BA, Mathematics
PJ High 1980 — 1983
Diana Moore Diana Moore's Coopers & Lybrand Experience September 1987 - September 1991
Job Chief Financial Officer at Axip Energy Services, LP
Industry Oil & Energy
Experience
Axip Energy Services, LP May 2015 - Present
Axip Energy Services, LP (formerly known as Valerus) January 2014 - Present
Valerus November 2012 - January 2014
Geokinetics January 2011 - December 2012
Frontier Drilling USA May 2007 - July 2010
Nabors Industries 2000 - 2007
Browning Ferris Industries September 1991 - May 2000
Coopers & Lybrand September 1987 - September 1991
Skills
Accounting, Accounts Payable, Auditing, Business Process..., Cash Flow, Cash Management, Consolidation, Corporate Finance, ERP, Energy Industry, Finance, Financial Accounting, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, Fixed Assets, Forecasting, GAAP, Internal Audit, Internal Controls, Leadership, Managerial Finance, Mergers, Oil, Oil/Gas, Oracle Applications, Oracle E-Business Suite, Payroll, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., US GAAP, Variance Analysis
Education
Texas A&M University 1983 — 1986
BBA, Accounting, Finance
Axip Energy Services, LP May 2015 - Present
Axip Energy Services, LP (formerly known as Valerus) January 2014 - Present
Valerus November 2012 - January 2014
Geokinetics January 2011 - December 2012
Frontier Drilling USA May 2007 - July 2010
Nabors Industries 2000 - 2007
Browning Ferris Industries September 1991 - May 2000
Coopers & Lybrand September 1987 - September 1991
Skills
Accounting, Accounts Payable, Auditing, Business Process..., Cash Flow, Cash Management, Consolidation, Corporate Finance, ERP, Energy Industry, Finance, Financial Accounting, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, Fixed Assets, Forecasting, GAAP, Internal Audit, Internal Controls, Leadership, Managerial Finance, Mergers, Oil, Oil/Gas, Oracle Applications, Oracle E-Business Suite, Payroll, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., US GAAP, Variance Analysis
Education
Texas A&M University 1983 — 1986
BBA, Accounting, Finance
Celia Bloom Celia Bloom's Coopers & Lybrand Experience October 1987 - October 1990
Job General Manager at Sage Strategy & Communications
Industry Health, Wellness and Fitness
Experience
Sage Strategy and Communications July 2015 - Present
McGregor & Associates June 2010 - June 2015
IABC-San Diego 2009 - 2011
Celia Bloom Strategic Communications January 1991 - June 2010
Christiana Care Health System June 2005 - January 2010
AB&C Marketing Communications 2006 - 2008
Coventry Health Care 2002 - 2006
Health Partners 1998 - 2003
Coopers & Lybrand October 1987 - October 1990
Skills
Internal Communications, Public Relations, Media Relations, Social Marketing, Strategic Communications, Marketing Communications, Marketing Strategy, Marketing, Advertising, Integrated Marketing, Direct Marketing, Newsletters, Social Media Marketing, Healthcare, Corporate Communications, Copywriting, Public Speaking, Communications Planning, Leadership, Program Management, Publicity, Budgets, Event Marketing Strategy, Event Management, Press Releases, Crisis Communications
Education
Temple University - Fox School of Business and Management 1980 — 1982
Bachelor of Business Administration (BBA), Marketing
Temple University
BBA, Marketing
Sage Strategy and Communications July 2015 - Present
McGregor & Associates June 2010 - June 2015
IABC-San Diego 2009 - 2011
Celia Bloom Strategic Communications January 1991 - June 2010
Christiana Care Health System June 2005 - January 2010
AB&C Marketing Communications 2006 - 2008
Coventry Health Care 2002 - 2006
Health Partners 1998 - 2003
Coopers & Lybrand October 1987 - October 1990
Skills
Internal Communications, Public Relations, Media Relations, Social Marketing, Strategic Communications, Marketing Communications, Marketing Strategy, Marketing, Advertising, Integrated Marketing, Direct Marketing, Newsletters, Social Media Marketing, Healthcare, Corporate Communications, Copywriting, Public Speaking, Communications Planning, Leadership, Program Management, Publicity, Budgets, Event Marketing Strategy, Event Management, Press Releases, Crisis Communications
Education
Temple University - Fox School of Business and Management 1980 — 1982
Bachelor of Business Administration (BBA), Marketing
Temple University
BBA, Marketing
Chris Polimino Chris Polimino's Coopers & Lybrand Experience September 1988 - May 1993
Job President/Owner Atlas Fence, East Syracuse NY
Industry Construction
Experience
Atlas Fence February 2012 - Present
Tracey Road Equipment, Inc. August 2008 - October 2011
OP-TECH 1994 - 2007
Coopers & Lybrand September 1988 - May 1993
Skills
Operations Management, Leadership, Contract Negotiation, Customer Service, Microsoft Office, Budgets, Process Improvement, Forecasting, Managerial Finance, Construction, Sales Management, Management
Education
Saint John Fisher College 1984 — 1988
Bachelor of Science (BS), Accounting and Finance
Atlas Fence February 2012 - Present
Tracey Road Equipment, Inc. August 2008 - October 2011
OP-TECH 1994 - 2007
Coopers & Lybrand September 1988 - May 1993
Skills
Operations Management, Leadership, Contract Negotiation, Customer Service, Microsoft Office, Budgets, Process Improvement, Forecasting, Managerial Finance, Construction, Sales Management, Management
Education
Saint John Fisher College 1984 — 1988
Bachelor of Science (BS), Accounting and Finance
Thomas Spinelli Thomas Spinelli's Coopers & Lybrand Experience December 1992 - June 1996
Job Owner at Naples Tax Preparation
Industry Accounting
Experience
Naples Tax Preparation March 2011 - Present
Spinelli Consulting LLC September 2007 - Present
Naples Realty Group Incorporated September 2011 - Present
Titan Custom Homes, Inc. June 1996 - May 2007
Coopers & Lybrand December 1992 - June 1996
Skills
Corporate Tax..., Individual Tax..., Management Consulting, Financial Accounting, Cash Flow Forecasting, Business Planning, Business Management, Cash Management, Cost Accounting, Microsoft Office, Quickbooks, Bookkeeping, Wordpress, HTML, Board Presentations, Advisory Boards
Education
State University of New York College at Oswego 1986 — 1990
BS, Accounting
Naples Tax Preparation March 2011 - Present
Spinelli Consulting LLC September 2007 - Present
Naples Realty Group Incorporated September 2011 - Present
Titan Custom Homes, Inc. June 1996 - May 2007
Coopers & Lybrand December 1992 - June 1996
Skills
Corporate Tax..., Individual Tax..., Management Consulting, Financial Accounting, Cash Flow Forecasting, Business Planning, Business Management, Cash Management, Cost Accounting, Microsoft Office, Quickbooks, Bookkeeping, Wordpress, HTML, Board Presentations, Advisory Boards
Education
State University of New York College at Oswego 1986 — 1990
BS, Accounting
Beth Yale,CTP Beth Yale,CTP's Coopers & Lybrand Experience 1984 - 1986
Job Manager, Treasury Operations at TransUnion
Industry Financial Services
Experience
TransUnion August 2010 - Present
The Marmon Group 2009 - 2009
Illinois Tool Works 2005 - 2009
Illinois Tool Works 2001 - 2004
Illinois Tool Works 1995 - 2000
UNR Industries Inc. 1990 - 1995
Goldstein Golub Kessler 1988 - 1990
Mann Judd Landau CPAs 1986 - 1988
Coopers & Lybrand 1984 - 1986
Skills
Treasury Management, Cash Management, Banking, Cash Flow, Mergers & Acquisitions, Cross-functional Team..., Sarbanes-Oxley Act, Working Capital..., Portfolio Management, Due Diligence, Internal Controls, Financial Analysis, Process Improvement, Strategy, Cash Flow Forecasting, Customer Service, Business Process..., Integration, Project Planning
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BS, Accounting
TransUnion August 2010 - Present
The Marmon Group 2009 - 2009
Illinois Tool Works 2005 - 2009
Illinois Tool Works 2001 - 2004
Illinois Tool Works 1995 - 2000
UNR Industries Inc. 1990 - 1995
Goldstein Golub Kessler 1988 - 1990
Mann Judd Landau CPAs 1986 - 1988
Coopers & Lybrand 1984 - 1986
Skills
Treasury Management, Cash Management, Banking, Cash Flow, Mergers & Acquisitions, Cross-functional Team..., Sarbanes-Oxley Act, Working Capital..., Portfolio Management, Due Diligence, Internal Controls, Financial Analysis, Process Improvement, Strategy, Cash Flow Forecasting, Customer Service, Business Process..., Integration, Project Planning
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BS, Accounting
Sanford Kimmel's Coopers & Lybrand Experience January 1975 - January 1982
Job Vice President Treasury Operations at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group June 2004 - Present
MONEY MARKETING INC December 2003 - June 2004
UNITED ENERGY CORP May 2002 - December 2003
CTB CONSULTING, INC April 2001 - November 2001
QV TRADING SYSTEMS, INC July 2000 - March 2001
PXRE GROUP, LTD January 1994 - January 2000
PAGEAMERICA GROUP, Inc January 1992 - January 1994
HOME LIFE INSURANCE COMPANY January 1982 - January 1992
Coopers & Lybrand January 1975 - January 1982
Education
State University of New York College at Buffalo 1971 — 1975
BS, Business Administration - Accounting
The Blackstone Group June 2004 - Present
MONEY MARKETING INC December 2003 - June 2004
UNITED ENERGY CORP May 2002 - December 2003
CTB CONSULTING, INC April 2001 - November 2001
QV TRADING SYSTEMS, INC July 2000 - March 2001
PXRE GROUP, LTD January 1994 - January 2000
PAGEAMERICA GROUP, Inc January 1992 - January 1994
HOME LIFE INSURANCE COMPANY January 1982 - January 1992
Coopers & Lybrand January 1975 - January 1982
Education
State University of New York College at Buffalo 1971 — 1975
BS, Business Administration - Accounting
Steven Bodi Steven Bodi's Coopers & Lybrand Experience 1980 - May 1983
Job Managing Member at Old Bayside Capital LLC
Industry Real Estate
Experience
Old Bayside Capital LLC 2012 - Present
Old Bayside LLC January 2000 - January 2011
Claremont Corporation 1992 - 2000
Winthrop Financial Associates 1983 - 1992
Coopers & Lybrand 1980 - May 1983
Skills
Financial Analysis, Legal Advice, Entrepreneurship, Real Estate, Mergers, Investment Properties, Finance, Business Planning, Due Diligence, Management, Strategic Financial..., Strategy, Corporate Finance, Restructuring, Portfolio Management, Mergers & Acquisitions
Education
Suffolk University Law School 1981 — 1985
JD, Law
New Hampshire College 1978 — 1982
BS, Accounting
Old Bayside Capital LLC 2012 - Present
Old Bayside LLC January 2000 - January 2011
Claremont Corporation 1992 - 2000
Winthrop Financial Associates 1983 - 1992
Coopers & Lybrand 1980 - May 1983
Skills
Financial Analysis, Legal Advice, Entrepreneurship, Real Estate, Mergers, Investment Properties, Finance, Business Planning, Due Diligence, Management, Strategic Financial..., Strategy, Corporate Finance, Restructuring, Portfolio Management, Mergers & Acquisitions
Education
Suffolk University Law School 1981 — 1985
JD, Law
New Hampshire College 1978 — 1982
BS, Accounting
Edward J. Grecsek Edward J. Grecsek's Coopers & Lybrand Experience 1971 - 1974
Job Seasoned Financial Manager
Industry Real Estate
Experience
TOLL BROTHERS, INC January 1995 - January 2009
ACCU-TAX 1991 - 1995
ATLANTIC RICHFIELD COMPANY/ARCO AFFILIATES 1980 - 1991
OXIRANE INTERNATIONAL 1974 - 1980
COOPERS & LYBRAND 1971 - 1974
PAN AMERICAN WORLD AIRWAYS, INC. 1969 - 1971
INTERNAL REVENUE SERVICE 1966 - 1969
Skills
Analysis, Project Planning, Financial Audits, Leadership, Finance, Accounting, Auditing, Budgets, Account Reconciliation, Mergers & Acquisitions, International Tax, Negotiation, Managerial Finance, Forecasting, Financial Statements, Financial Services, Tax Preparation, Cash Management, Corporate Tax, Accounts Payable, GAAP, Financial Reporting, Due Diligence, Tax
Education
Widener University School of Law 1987 — 1989
Masters of Science in Taxation, Taxation
St. Francis College 1962 — 1966
BBA, Accounting
TOLL BROTHERS, INC January 1995 - January 2009
ACCU-TAX 1991 - 1995
ATLANTIC RICHFIELD COMPANY/ARCO AFFILIATES 1980 - 1991
OXIRANE INTERNATIONAL 1974 - 1980
COOPERS & LYBRAND 1971 - 1974
PAN AMERICAN WORLD AIRWAYS, INC. 1969 - 1971
INTERNAL REVENUE SERVICE 1966 - 1969
Skills
Analysis, Project Planning, Financial Audits, Leadership, Finance, Accounting, Auditing, Budgets, Account Reconciliation, Mergers & Acquisitions, International Tax, Negotiation, Managerial Finance, Forecasting, Financial Statements, Financial Services, Tax Preparation, Cash Management, Corporate Tax, Accounts Payable, GAAP, Financial Reporting, Due Diligence, Tax
Education
Widener University School of Law 1987 — 1989
Masters of Science in Taxation, Taxation
St. Francis College 1962 — 1966
BBA, Accounting
C. Morgan Kinghorn Jr.'s Coopers & Lybrand Experience August 1995 - July 1998
Job CEO of Wellington Advisory Services LLC
Industry Government Administration
Experience
National Academy of Public Administration October 2009 - Present
Cosmos Club August 2004 - Present
National Academy of Public Administration November 1992 - Present
Grant Thornton LLP October 2006 - August 2011
National Academy of Public Administration October 2003 - October 2006
IBM 2000 - 2003
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand August 1995 - July 1998
Internal Revenue Service April 1990 - August 1995
Office of Management and Budget October 1989 - April 1990
Skills
Government, Policy, Policy Analysis, Management Consulting, Change Management, Non-profits, Business Process..., Organizational..., Analysis, Public Speaking, Performance Management, Management, Governance, Leadership Development, Risk Management, Strategy, Coaching, Business Transformation, Executive Coaching, Public Administration, Public Sector, Organizational..., Business Process, Process Improvement, Nonprofits, Program Evaluation, Strategic Communications, Training, International Relations, Leadership, Financial Reporting, Executive Management, Finance, Economic Development, Workshop Facilitation, Proposal Writing, Fundraising, Data Analysis, Team Leadership, Project Management, Project Planning, Legislative Relations, Politics, Political Campaigns, Grants, Organizational Design, Economics, Community Outreach, Public Affairs, Pianist
Education
University of Redlands 2014 — 2014
Honorary Doctorate of Fine Arts, Piano Performance
Syracuse University - Maxwell School 1968 — 1970
MPA, Government
University of Redlands 1964 — 1968
BA, Government/Piano Performance
National Academy of Public Administration October 2009 - Present
Cosmos Club August 2004 - Present
National Academy of Public Administration November 1992 - Present
Grant Thornton LLP October 2006 - August 2011
National Academy of Public Administration October 2003 - October 2006
IBM 2000 - 2003
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand August 1995 - July 1998
Internal Revenue Service April 1990 - August 1995
Office of Management and Budget October 1989 - April 1990
Skills
Government, Policy, Policy Analysis, Management Consulting, Change Management, Non-profits, Business Process..., Organizational..., Analysis, Public Speaking, Performance Management, Management, Governance, Leadership Development, Risk Management, Strategy, Coaching, Business Transformation, Executive Coaching, Public Administration, Public Sector, Organizational..., Business Process, Process Improvement, Nonprofits, Program Evaluation, Strategic Communications, Training, International Relations, Leadership, Financial Reporting, Executive Management, Finance, Economic Development, Workshop Facilitation, Proposal Writing, Fundraising, Data Analysis, Team Leadership, Project Management, Project Planning, Legislative Relations, Politics, Political Campaigns, Grants, Organizational Design, Economics, Community Outreach, Public Affairs, Pianist
Education
University of Redlands 2014 — 2014
Honorary Doctorate of Fine Arts, Piano Performance
Syracuse University - Maxwell School 1968 — 1970
MPA, Government
University of Redlands 1964 — 1968
BA, Government/Piano Performance
Gary Applegate Gary Applegate's Coopers & Lybrand Experience 1987 - 1990
Job Principal at CenterPoint CFO
Industry Accounting
Experience
CenterPoint CFO May 2008 - Present
Emmerson Group, LLC December 2003 - Present
Meridian Automotive Systems February 2001 - June 2002
Welch Allyn July 1995 - February 2001
Coopers & Lybrand 1987 - 1990
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Strategy, Strategic Planning, Due Diligence, Capital, Succession Planning, Exit Strategies, Fractional CFO, Investments, Interim CFO, Targeted CFO, Refinancings, Marketing, Mergers & Acquisitions, Accounting, Finance, Private Equity, Consulting
Education
State University of New York College at Oswego 1983 — 1987
BS, Accounting
CenterPoint CFO May 2008 - Present
Emmerson Group, LLC December 2003 - Present
Meridian Automotive Systems February 2001 - June 2002
Welch Allyn July 1995 - February 2001
Coopers & Lybrand 1987 - 1990
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Strategy, Strategic Planning, Due Diligence, Capital, Succession Planning, Exit Strategies, Fractional CFO, Investments, Interim CFO, Targeted CFO, Refinancings, Marketing, Mergers & Acquisitions, Accounting, Finance, Private Equity, Consulting
Education
State University of New York College at Oswego 1983 — 1987
BS, Accounting
Patricia Famularo Patricia Famularo's Coopers & Lybrand Experience 1986 - 1988
Job Domestic Engineer
Industry Accounting
Experience
Building and Restoration Technologies 2005 - 2009
National Grid 1997 - 2001
National Grid 1993 - 1997
National Grid 1991 - 1993
National Grid 1988 - 1991
Coopers & Lybrand 1986 - 1988
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Analysis, Budgets, Microsoft Office, Process Improvement, Forecasting, Account Management, Strategic Planning, Program Management, Event Planning, Project Planning, Data Analysis
Education
St. Francis College
B.S. Accounting
Bishop Ford Central Catholic High School
Building and Restoration Technologies 2005 - 2009
National Grid 1997 - 2001
National Grid 1993 - 1997
National Grid 1991 - 1993
National Grid 1988 - 1991
Coopers & Lybrand 1986 - 1988
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Analysis, Budgets, Microsoft Office, Process Improvement, Forecasting, Account Management, Strategic Planning, Program Management, Event Planning, Project Planning, Data Analysis
Education
St. Francis College
B.S. Accounting
Bishop Ford Central Catholic High School
Elizabeth Rosas Elizabeth Rosas's Coopers & Lybrand Experience June 1996 - February 1998
Job Executive Advisor at Gartner
Industry Information Technology and Services
Experience
Gartner December 2010 - Present
County of Santa Clara January 2010 - December 2010
County of Santa Clara March 2002 - December 2009
County of Santa Clara September 2001 - March 2002
CMP Media November 2000 - April 2001
The McKenna Group April 1999 - November 2000
G2R/Datquest, a Gartner Group company February 1998 - April 1999
Coopers & Lybrand June 1996 - February 1998
Russo & Hale LLP June 1994 - March 1995
Skills
Customer Service, Program Management, Strategy, Strategic Planning, Government, Product Management, Social Media Marketing, Management Consulting, Cross-functional Team..., Management, Market Research, IT Strategy, Business Intelligence, Leadership, Analysis, Consulting, Project Management
Education
Stanford University 1995 — 1996
MA, International Development Policy
Stanford University 1992 — 1994
BA, International Relations
Wellesley College 1990 — 1992
Phillips Exeter Academy 1987 — 1990
Ecole Internationale de Geneve 1983 — 1987
Gartner December 2010 - Present
County of Santa Clara January 2010 - December 2010
County of Santa Clara March 2002 - December 2009
County of Santa Clara September 2001 - March 2002
CMP Media November 2000 - April 2001
The McKenna Group April 1999 - November 2000
G2R/Datquest, a Gartner Group company February 1998 - April 1999
Coopers & Lybrand June 1996 - February 1998
Russo & Hale LLP June 1994 - March 1995
Skills
Customer Service, Program Management, Strategy, Strategic Planning, Government, Product Management, Social Media Marketing, Management Consulting, Cross-functional Team..., Management, Market Research, IT Strategy, Business Intelligence, Leadership, Analysis, Consulting, Project Management
Education
Stanford University 1995 — 1996
MA, International Development Policy
Stanford University 1992 — 1994
BA, International Relations
Wellesley College 1990 — 1992
Phillips Exeter Academy 1987 — 1990
Ecole Internationale de Geneve 1983 — 1987
Kevin Kolbye Kevin Kolbye's Coopers & Lybrand Experience July 1982 - June 1983
Job Assistant Police Chief, Arlington Police Department
Industry Law Enforcement
Experience
Arlington Police Department January 2015 - Present
FBI February 1987 - January 2015
Dallas Police Department June 1983 - February 1987
Coopers & Lybrand July 1982 - June 1983
Skills
Private Investigations, Enforcement, Interrogation, Criminal Investigations, Internal Investigations, Police, Investigation, Counterintelligence, Fraud, Executive Protection, Surveillance, Counterterrorism, Criminal Justice, Computer Forensics, Firearms, Evidence, Security Management, Corporate Security, Security Operations, Protection, National Security, Public Safety, Security, Forensic Analysis, Cybercrime, Background Checks, Homeland Security, Physical Security, Workplace Violence
Education
Tarleton State University 2013 — 2015
Master in Criminal Justice
Texas Tech University 1978 — 1982
BBA Accounting
Arlington Police Department January 2015 - Present
FBI February 1987 - January 2015
Dallas Police Department June 1983 - February 1987
Coopers & Lybrand July 1982 - June 1983
Skills
Private Investigations, Enforcement, Interrogation, Criminal Investigations, Internal Investigations, Police, Investigation, Counterintelligence, Fraud, Executive Protection, Surveillance, Counterterrorism, Criminal Justice, Computer Forensics, Firearms, Evidence, Security Management, Corporate Security, Security Operations, Protection, National Security, Public Safety, Security, Forensic Analysis, Cybercrime, Background Checks, Homeland Security, Physical Security, Workplace Violence
Education
Tarleton State University 2013 — 2015
Master in Criminal Justice
Texas Tech University 1978 — 1982
BBA Accounting
Scott Rose, PMP Scott Rose, PMP's Coopers & Lybrand Experience May 1994 - May 1999
Job Experienced Sr. IT Project Manager
Industry Information Technology and Services
Experience
MD Anderson Cancer Center May 2011 - May 2015
CSC June 2010 - May 2011
Baker Hughes March 2009 - May 2010
LyondellBasell June 2008 - January 2009
Superior Energy Services September 2006 - May 2008
Mattress Firm, Inc September 2002 - September 2006
PricewaterhouseCoopers May 1999 - June 2002
Coopers & Lybrand May 1994 - May 1999
Ralph Steen Library (SFASU) 1990 - 1994
Skills
Process Improvement, Relationship Management, IT Management, Project Management, Data Center, Business Process, Change Management, Business Strategy, IT Service Management, Strategy, Telecommunications, PMO, Integration, Disaster Recovery, Information Technology, Management, Budgets, Project Planning, ITIL, Consulting, Infrastructure, Vendor Management, Business Analysis, Program Management, Technical Support, System Deployment, Leadership, SharePoint, Business Process..., Cisco Technologies, IT Strategy
Education
Stephen F Austin State University 1990 — 1994
Bachelor’s Degree, Business Management (major) with Computer Science (minor)
MD Anderson Cancer Center May 2011 - May 2015
CSC June 2010 - May 2011
Baker Hughes March 2009 - May 2010
LyondellBasell June 2008 - January 2009
Superior Energy Services September 2006 - May 2008
Mattress Firm, Inc September 2002 - September 2006
PricewaterhouseCoopers May 1999 - June 2002
Coopers & Lybrand May 1994 - May 1999
Ralph Steen Library (SFASU) 1990 - 1994
Skills
Process Improvement, Relationship Management, IT Management, Project Management, Data Center, Business Process, Change Management, Business Strategy, IT Service Management, Strategy, Telecommunications, PMO, Integration, Disaster Recovery, Information Technology, Management, Budgets, Project Planning, ITIL, Consulting, Infrastructure, Vendor Management, Business Analysis, Program Management, Technical Support, System Deployment, Leadership, SharePoint, Business Process..., Cisco Technologies, IT Strategy
Education
Stephen F Austin State University 1990 — 1994
Bachelor’s Degree, Business Management (major) with Computer Science (minor)
Gary Paricio's Coopers & Lybrand Experience 1988 - 1990
Job Sr Project Controls at Black & Veatch
Industry Wireless
Experience
Black & Veatch April 2012 - July 2015
Cayuga Community College January 2011 - December 2013
CP Enterprises SonicB2B June 1990 - December 2013
GDIT June 2011 - April 2012
Mireille L. Watts CPA December 2009 - May 2011
Fund-it Benefit Bar October 2008 - October 2010
ACN May 2004 - July 2009
Catholic Charities of Oswego County May 1993 - September 2006
Coopers & Lybrand 1988 - 1990
Skills
Entrepreneurship, Management, Social Networking, Nonprofits, Public Speaking, Budgets, Microsoft Office, Fundraising, Time Management, Analysis, Leadership, Social Media, Small Business, Event Planning, Non-profits, Public Relations, Budgeting, Coaching, Facebook, Accounting, Mentoring, Entrepreneur, Teaching, Siterra, MS Excel Advanced Skills, NORAD, SharePoint
Education
State University of New York College at Oswego
BA, Accounting, Economics, 3.26
Vestal High School
Regents Diploma, Math & Science
Black & Veatch April 2012 - July 2015
Cayuga Community College January 2011 - December 2013
CP Enterprises SonicB2B June 1990 - December 2013
GDIT June 2011 - April 2012
Mireille L. Watts CPA December 2009 - May 2011
Fund-it Benefit Bar October 2008 - October 2010
ACN May 2004 - July 2009
Catholic Charities of Oswego County May 1993 - September 2006
Coopers & Lybrand 1988 - 1990
Skills
Entrepreneurship, Management, Social Networking, Nonprofits, Public Speaking, Budgets, Microsoft Office, Fundraising, Time Management, Analysis, Leadership, Social Media, Small Business, Event Planning, Non-profits, Public Relations, Budgeting, Coaching, Facebook, Accounting, Mentoring, Entrepreneur, Teaching, Siterra, MS Excel Advanced Skills, NORAD, SharePoint
Education
State University of New York College at Oswego
BA, Accounting, Economics, 3.26
Vestal High School
Regents Diploma, Math & Science
Ken Dodgen, MBA, CPA Ken Dodgen, MBA, CPA's Coopers & Lybrand Experience 1988 - 1992
Job CFO | Strategic Planning | M&A | Private Equity | Process improvement | Shareholder Value | Board Relations | Big 4
Industry Executive Office
Experience
PLH Group, Inc. August 2011 - Present
Fulcrum Power Services 2006 - 2010
JP Morgan Chase 2001 - 2006
Merrill Lynch 1996 - 2001
Affiliated Computer Services 1992 - 1996
Coopers & Lybrand 1988 - 1992
Skills
Strategic Planning, M&A, Private Equity, Capital Markets, Process Improvement, Shareholder Value, Board Relations, Diverse Industries, Big 4, Operations Focused, Change Management, Acquisition Integration, Systems Implementation, Sarbanes-Oxley, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Valuation, Cash Management, Executive Management, Financial Reporting, Auditing, Banking, Due Diligence, Budgets, Investment Banking, Forecasting, Restructuring, Business Development, Cost Accounting, Divestitures, Financial Accounting, FX, Interest Rate Hedging, International, Investor Relations, KPI, Managerial Accounting, Managerial Finance, Equipment Finance, Mentoring, P&L, Performance Improvement, Rating Agencies, Recapitalization, Risk Management, ROI, Servant Leadership, Team Building, Treasury Management
Education
The University of Chicago - Booth School of Business 1996 — 1999
MBA, Finance
Texas A&M University 1984 — 1988
B.B.A., Accounting
PLH Group, Inc. August 2011 - Present
Fulcrum Power Services 2006 - 2010
JP Morgan Chase 2001 - 2006
Merrill Lynch 1996 - 2001
Affiliated Computer Services 1992 - 1996
Coopers & Lybrand 1988 - 1992
Skills
Strategic Planning, M&A, Private Equity, Capital Markets, Process Improvement, Shareholder Value, Board Relations, Diverse Industries, Big 4, Operations Focused, Change Management, Acquisition Integration, Systems Implementation, Sarbanes-Oxley, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Valuation, Cash Management, Executive Management, Financial Reporting, Auditing, Banking, Due Diligence, Budgets, Investment Banking, Forecasting, Restructuring, Business Development, Cost Accounting, Divestitures, Financial Accounting, FX, Interest Rate Hedging, International, Investor Relations, KPI, Managerial Accounting, Managerial Finance, Equipment Finance, Mentoring, P&L, Performance Improvement, Rating Agencies, Recapitalization, Risk Management, ROI, Servant Leadership, Team Building, Treasury Management
Education
The University of Chicago - Booth School of Business 1996 — 1999
MBA, Finance
Texas A&M University 1984 — 1988
B.B.A., Accounting
Sue (Esterley) Casson Sue (Esterley) Casson's Coopers & Lybrand Experience 1987 - 1992
Job Director of Career Development and Services at Syracuse University, The College of Arts and Sciences
Industry Higher Education
Experience
Syracuse University - College of Arts and Sciences July 2015 - Present
CPA Recruitment and Consultants April 1999 - Present
Syracuse University - Career Services August 2011 - June 2015
DB&B June 2007 - March 2011
Big 4 - PwC, EY, Deloitte, KPMG 1993 - 1999
Dannible & McKee 1992 - 1993
Coopers & Lybrand 1987 - 1992
Skills
College Recruiting, Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Employee Relations, Employee Benefits, Resume Writing, Human Resources, Talent Management, Career Development, Technical Recruiting, Succession Planning, Career Counseling, Leadership, Organizational..., Payroll, Training, Temporary Placement, Leadership Development, Internet Recruiting, Executive Coaching, Workforce Planning, HR Policies, Program Management, Public Speaking, Deferred Compensation, Hiring, Performance Management, Nonprofits, Interviews, Personnel Management, Coaching, Conflict Resolution, HRIS, Employee Training, Employee Engagement, Organizational..., PeopleSoft, New Hire Orientations, Organizational Design, Screening Resumes, Benefits Administration, Staff Development, Employer Branding, Management, Employment Law, Policy, Job Coaching, Analysis
Education
Syracuse University
Accounting / Sociology / Communications & Rhetorical Studies
UW - Green Bay
Labor and Industrial Relations, Summa Cum Laude
Syracuse University - College of Arts and Sciences July 2015 - Present
CPA Recruitment and Consultants April 1999 - Present
Syracuse University - Career Services August 2011 - June 2015
DB&B June 2007 - March 2011
Big 4 - PwC, EY, Deloitte, KPMG 1993 - 1999
Dannible & McKee 1992 - 1993
Coopers & Lybrand 1987 - 1992
Skills
College Recruiting, Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, Employee Relations, Employee Benefits, Resume Writing, Human Resources, Talent Management, Career Development, Technical Recruiting, Succession Planning, Career Counseling, Leadership, Organizational..., Payroll, Training, Temporary Placement, Leadership Development, Internet Recruiting, Executive Coaching, Workforce Planning, HR Policies, Program Management, Public Speaking, Deferred Compensation, Hiring, Performance Management, Nonprofits, Interviews, Personnel Management, Coaching, Conflict Resolution, HRIS, Employee Training, Employee Engagement, Organizational..., PeopleSoft, New Hire Orientations, Organizational Design, Screening Resumes, Benefits Administration, Staff Development, Employer Branding, Management, Employment Law, Policy, Job Coaching, Analysis
Education
Syracuse University
Accounting / Sociology / Communications & Rhetorical Studies
UW - Green Bay
Labor and Industrial Relations, Summa Cum Laude
Veronica Mallozzi Veronica Mallozzi's Coopers & Lybrand Experience 1982 - 1985
Job CPA/ Advisor at Mallozzi & Dwyer CPAs PC
Industry Financial Services
Experience
Mallozzi & Dwyer CPAs PC 1984 - Present
HD Vest Advisory Services 1999 - Present
Coopers & Lybrand 1982 - 1985
Education
St. Francis College 1979 — 1982
Bachelor of Science (BS), Accounting
Mallozzi & Dwyer CPAs PC 1984 - Present
HD Vest Advisory Services 1999 - Present
Coopers & Lybrand 1982 - 1985
Education
St. Francis College 1979 — 1982
Bachelor of Science (BS), Accounting
Samantha Parris Samantha Parris's Coopers & Lybrand Experience October 1993 - January 1997
Job Senior Managing Director – Accounting/Finance, CPA at The Execu|Search Group
Industry Staffing and Recruiting
Experience
The ExecuSearch Group March 2004 - Present
WestLB January 2001 - March 2004
Morgan Stanley January 1997 - January 2001
Coopers & Lybrand October 1993 - January 1997
Skills
Recruiting, Temporary Staffing, Human Resources, Financial Services, Consulting, Tax, CPA, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Analysis
Education
Syracuse University 1989 — 1993
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
The ExecuSearch Group March 2004 - Present
WestLB January 2001 - March 2004
Morgan Stanley January 1997 - January 2001
Coopers & Lybrand October 1993 - January 1997
Skills
Recruiting, Temporary Staffing, Human Resources, Financial Services, Consulting, Tax, CPA, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Analysis
Education
Syracuse University 1989 — 1993
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Chris Carrington Chris Carrington's Coopers & Lybrand Experience 1994 - 1997
Job Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal Holdings, LLC June 2009 - Present
Navigant Capital Advisors, LLC December 2006 - December 2008
Palisades Media Corp June 2005 - November 2006
Hemisphere International January 1999 - May 2005
Open Invitation 2001 - 2002
Alumax, Inc. December 1997 - December 1999
Ernst & Young 1997 - 1998
Coopers & Lybrand 1994 - 1997
Prudential-Bache Interfunding 1988 - 1993
Skills
Private Equity, Due Diligence, Restructuring, Mergers, Corporate Finance, Emerging Markets, Business Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1973 — 1974
MBA, Accounting
Temple University - Fox School of Business and Management 1970 — 1973
BBA, Finance and Accounting
Alvarez & Marsal Holdings, LLC June 2009 - Present
Navigant Capital Advisors, LLC December 2006 - December 2008
Palisades Media Corp June 2005 - November 2006
Hemisphere International January 1999 - May 2005
Open Invitation 2001 - 2002
Alumax, Inc. December 1997 - December 1999
Ernst & Young 1997 - 1998
Coopers & Lybrand 1994 - 1997
Prudential-Bache Interfunding 1988 - 1993
Skills
Private Equity, Due Diligence, Restructuring, Mergers, Corporate Finance, Emerging Markets, Business Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1973 — 1974
MBA, Accounting
Temple University - Fox School of Business and Management 1970 — 1973
BBA, Finance and Accounting
Clare Hunter Clare Hunter's Coopers & Lybrand Experience 1994 - 1997
Job Sr Business Consultant at Meteorix
Industry Human Resources
Experience
Meteorix May 2014 - Present
Time Warner Inc. April 2012 - March 2014
Mercer 2001 - June 2011
Mercer Management Consulting 1998 - 2001
Coopers & Lybrand 1994 - 1997
Memorial Sloan-Kettering Cancer Center 1992 - 1994
CPM Group 1988 - 1992
Goldman Sachs 1984 - 1987
Skills
Business Intelligence, Financial Reporting, Process Improvement, Analysis, Leadership, Project Management, Software Documentation, Data Analysis, Outsourcing, HRIS, Requirements Gathering, Deferred Compensation, Human Resources, Access, Hyperion Enterprise, Requirements Analysis, Business Process..., Software Project..., Business Process, ERP, Databases, Management, Business Analysis, Budgets, Payroll, PeopleSoft
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Stony Brook University 1979 — 1983
BS, Applied Math & Statistics; Economics
Meteorix May 2014 - Present
Time Warner Inc. April 2012 - March 2014
Mercer 2001 - June 2011
Mercer Management Consulting 1998 - 2001
Coopers & Lybrand 1994 - 1997
Memorial Sloan-Kettering Cancer Center 1992 - 1994
CPM Group 1988 - 1992
Goldman Sachs 1984 - 1987
Skills
Business Intelligence, Financial Reporting, Process Improvement, Analysis, Leadership, Project Management, Software Documentation, Data Analysis, Outsourcing, HRIS, Requirements Gathering, Deferred Compensation, Human Resources, Access, Hyperion Enterprise, Requirements Analysis, Business Process..., Software Project..., Business Process, ERP, Databases, Management, Business Analysis, Budgets, Payroll, PeopleSoft
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Stony Brook University 1979 — 1983
BS, Applied Math & Statistics; Economics
David Steinfield David Steinfield's Coopers & Lybrand Experience 1978 - 1986
Job Executive Search Consultant, Steinfield Search Group, LP
Industry Staffing and Recruiting
Experience
Steinfield Search Group, LP April 1991 - Present
Kenneth Leventhal & Co. 1986 - 1991
Coopers & Lybrand 1978 - 1986
Coopers & Lybrand 1975 - 1978
Skills
Business Valuation, Performance Improvement, SEC filings, Management Consulting, Mergers, Human Resources, Consulting, Executive Management, Auditing, Management, Accounting, Forensic Accounting, Restructuring, Mergers & Acquisitions, Strategy, Acquisition Integration, Finance, Managerial Finance, Due Diligence
Education
Temple University - Fox School of Business and Management 1971 — 1975
B.B.A., Accounting
Steinfield Search Group, LP April 1991 - Present
Kenneth Leventhal & Co. 1986 - 1991
Coopers & Lybrand 1978 - 1986
Coopers & Lybrand 1975 - 1978
Skills
Business Valuation, Performance Improvement, SEC filings, Management Consulting, Mergers, Human Resources, Consulting, Executive Management, Auditing, Management, Accounting, Forensic Accounting, Restructuring, Mergers & Acquisitions, Strategy, Acquisition Integration, Finance, Managerial Finance, Due Diligence
Education
Temple University - Fox School of Business and Management 1971 — 1975
B.B.A., Accounting
Suzanne Paetzer Suzanne Paetzer's Coopers & Lybrand Experience October 1981 - November 1995
Job Executive Coach for Leaders and Teams
Industry Professional Training & Coaching
Experience
TriAra Consulting LLC October 2001 - Present
Scottsdale Leadership - Class 24 2009 - 2010
Creative BioMolecules, Inc. November 1997 - March 2001
Coopers & Lybrand LLC December 1995 - July 1997
Coopers & Lybrand October 1981 - November 1995
Susquehanna University June 1977 - September 1981
Skills
Leadership Development, Change Management, Organizational..., Personal Development, HR Consulting, Life Transitions, Executive Coaching, Team Facilitation, Workshop Facilitation, Program Facilitation, Leadership, Strategy, Training, Public Speaking, Management, Coaching, Talent Management, Human Resources, Team Building, Recruiting
Education
Susquehanna University
BS, Business Management
TriAra Consulting LLC October 2001 - Present
Scottsdale Leadership - Class 24 2009 - 2010
Creative BioMolecules, Inc. November 1997 - March 2001
Coopers & Lybrand LLC December 1995 - July 1997
Coopers & Lybrand October 1981 - November 1995
Susquehanna University June 1977 - September 1981
Skills
Leadership Development, Change Management, Organizational..., Personal Development, HR Consulting, Life Transitions, Executive Coaching, Team Facilitation, Workshop Facilitation, Program Facilitation, Leadership, Strategy, Training, Public Speaking, Management, Coaching, Talent Management, Human Resources, Team Building, Recruiting
Education
Susquehanna University
BS, Business Management
Irvin Bomba Irvin Bomba's Coopers & Lybrand Experience May 1997 - December 1997
Job Senior Director Global Core Compensation at Willis
Industry Human Resources
Experience
Willis August 2013 - Present
Willis May 2011 - August 2013
Citizens Bank/Royal Bank of Scotland December 2009 - November 2010
Swiss Re August 2006 - July 2009
Swiss Re April 2004 - August 2006
Swiss Re Americas Division April 2001 - April 2004
Swiss Re Holding December 1997 - March 2001
Coopers & Lybrand May 1997 - December 1997
ENTEX INFORMATION SERVICES May 1994 - May 1997
B-MS Consumer Products Group January 1993 - May 1994
Skills
Executive Pay, Mergers, Relationship Management, Deferred Compensation, Project Management, Performance Management, Data Analysis, HR Policies, Incentive Programs, Compensation & Benefit, Analysis, Insurance, Acquisition Integration, Succession Planning, Salary, HRIS, Personnel Management, Human Resources, Employee Relations, Compensation Structures, Mergers & Acquisitions, Recruiting, Leadership Development, Performance Appraisal, Job Descriptions, Leadership, Employee Benefits, Workforce Planning, Employee Engagement, Organizational Design, Onboarding, HR Transformation, Job Evaluation, Talent Management, Benefits Administration, Labor Relations, Remuneration, HR Consulting, Organizational..., Talent Acquisition, FMLA, Expatriate Management, Management
Education
Syracuse University 1987 — 1989
MASTERS, BUSINESS ADMINISTRATION; Personnel and Industrial Relations
Syracuse University - Martin J. Whitman School of Management 1987 — 1989
MBA, Personnel & Industrial Relations
State University of New York 1983 — 1987
BACHELOR OF ARTS, Industrial Labor Relations
State University of New York College at Potsdam 1983 — 1987
BA, Industrial Labor Relations
FD Roosevelt High School 1979 — 1983
Willis August 2013 - Present
Willis May 2011 - August 2013
Citizens Bank/Royal Bank of Scotland December 2009 - November 2010
Swiss Re August 2006 - July 2009
Swiss Re April 2004 - August 2006
Swiss Re Americas Division April 2001 - April 2004
Swiss Re Holding December 1997 - March 2001
Coopers & Lybrand May 1997 - December 1997
ENTEX INFORMATION SERVICES May 1994 - May 1997
B-MS Consumer Products Group January 1993 - May 1994
Skills
Executive Pay, Mergers, Relationship Management, Deferred Compensation, Project Management, Performance Management, Data Analysis, HR Policies, Incentive Programs, Compensation & Benefit, Analysis, Insurance, Acquisition Integration, Succession Planning, Salary, HRIS, Personnel Management, Human Resources, Employee Relations, Compensation Structures, Mergers & Acquisitions, Recruiting, Leadership Development, Performance Appraisal, Job Descriptions, Leadership, Employee Benefits, Workforce Planning, Employee Engagement, Organizational Design, Onboarding, HR Transformation, Job Evaluation, Talent Management, Benefits Administration, Labor Relations, Remuneration, HR Consulting, Organizational..., Talent Acquisition, FMLA, Expatriate Management, Management
Education
Syracuse University 1987 — 1989
MASTERS, BUSINESS ADMINISTRATION; Personnel and Industrial Relations
Syracuse University - Martin J. Whitman School of Management 1987 — 1989
MBA, Personnel & Industrial Relations
State University of New York 1983 — 1987
BACHELOR OF ARTS, Industrial Labor Relations
State University of New York College at Potsdam 1983 — 1987
BA, Industrial Labor Relations
FD Roosevelt High School 1979 — 1983
David L. Schultz's Coopers & Lybrand Experience October 1977 - September 1985
Job Principal at Clifton Larson Allen, LLP
Industry Accounting
Experience
CliftonLarsonAllen November 2007 - Present
Schultz, Chapiel, Redovan, Baker & Co., CPAs October 1985 - October 2007
Coopers & Lybrand October 1977 - September 1985
Skills
Taxatoion, Business Appraisal, Litigation Support, Tax, Mediation, Business, Financial Analysis, Mergers & Acquisitions, Bankruptcy, Estate Planning, Business Valuation, Forensic Accounting, Commercial Real Estate, Estate Tax Planning, Due Diligence, Partnership Taxation, Corporate Tax, Tax Accounting, GAAP, Tax Law, CPA, LLC, Tax Preparation, International Tax
Education
Stetson University 1971 — 1977
BBS, Accounting
CliftonLarsonAllen November 2007 - Present
Schultz, Chapiel, Redovan, Baker & Co., CPAs October 1985 - October 2007
Coopers & Lybrand October 1977 - September 1985
Skills
Taxatoion, Business Appraisal, Litigation Support, Tax, Mediation, Business, Financial Analysis, Mergers & Acquisitions, Bankruptcy, Estate Planning, Business Valuation, Forensic Accounting, Commercial Real Estate, Estate Tax Planning, Due Diligence, Partnership Taxation, Corporate Tax, Tax Accounting, GAAP, Tax Law, CPA, LLC, Tax Preparation, International Tax
Education
Stetson University 1971 — 1977
BBS, Accounting
Rusty Whitley's Coopers & Lybrand Experience June 1982 - December 1989
Job CPA at Wiltshire Whitley Richardson & English, PA
Industry Accounting
Experience
Southwest Florida Community Foundation July 2009 - Present
City of Palms Classic - Classic Basketbal Inc December 1996 - Present
Wiltshire Whitley Richardson & English, PA January 1990 - Present
Coopers & Lybrand June 1982 - December 1989
Lambda Chi Alpha 1971 - 1975
Skills
Tax, CPA, Accounting, Income Tax, Tax Returns, Estate Planning, Partnership Taxation, Cash Management, Tax Preparation, Financial Reporting, Nonprofits, Investments, Mergers & Acquisitions, Corporate Tax, Financial Analysis, Due Diligence, Tax Accounting, Strategic Financial..., Internal Controls, Auditing, GAAP, Wealth Management, Financial Accounting, Financial Statements, Business Valuation, Forensic Accounting, Cash Flow
Education
Stetson University 1971 — 1975
BBA, Accounting
Stetson University 1971 — 1975
BBA
Southwest Florida Community Foundation July 2009 - Present
City of Palms Classic - Classic Basketbal Inc December 1996 - Present
Wiltshire Whitley Richardson & English, PA January 1990 - Present
Coopers & Lybrand June 1982 - December 1989
Lambda Chi Alpha 1971 - 1975
Skills
Tax, CPA, Accounting, Income Tax, Tax Returns, Estate Planning, Partnership Taxation, Cash Management, Tax Preparation, Financial Reporting, Nonprofits, Investments, Mergers & Acquisitions, Corporate Tax, Financial Analysis, Due Diligence, Tax Accounting, Strategic Financial..., Internal Controls, Auditing, GAAP, Wealth Management, Financial Accounting, Financial Statements, Business Valuation, Forensic Accounting, Cash Flow
Education
Stetson University 1971 — 1975
BBA, Accounting
Stetson University 1971 — 1975
BBA
Ed Caldeira Ed Caldeira's Coopers & Lybrand Experience June 1983 - June 1990
Job Construction Quality Consultant, Innovator in Subcontractor Performance Management, CEO at First Time Quality, LLC
Industry Construction
Experience
First Time Quality, LLC 2002 - Present
NAHB Research Center 1993 - 2002
EG&G 1990 - 1991
Coopers & Lybrand June 1983 - June 1990
Interpace Corporation January 1978 - January 1983
Skills
Quality Assurance, Training, Project Planning, Management, Construction, Time Management, Construction Management, Program Management, Consulting, Contractors, Process Improvement, Microsoft Project
Education
Syracuse University
Ed holds a B.S, Industrial Engineering and Operations Research
First Time Quality, LLC 2002 - Present
NAHB Research Center 1993 - 2002
EG&G 1990 - 1991
Coopers & Lybrand June 1983 - June 1990
Interpace Corporation January 1978 - January 1983
Skills
Quality Assurance, Training, Project Planning, Management, Construction, Time Management, Construction Management, Program Management, Consulting, Contractors, Process Improvement, Microsoft Project
Education
Syracuse University
Ed holds a B.S, Industrial Engineering and Operations Research
M. Anne Krasnicki M. Anne Krasnicki's Coopers & Lybrand Experience 1982 - 1989
Job Managing Partner at EMTKay
Industry Accounting
Experience
EMT Kay 1996 - Present
St. Clement's Alumni Association 1994 - 2012
State Street Boston Corp 1985 - 1989
Coopers & Lybrand 1982 - 1989
Stonehill College Alumni Council 1984 - 1986
Skills
Real Estate, Leases, Property Management, Budgets, Investment Properties, Construction, Negotiation, Residential Homes, Investments, Contract Negotiation, Asset Management, Sales, Real Estate Transactions, Asset Managment, Customer Service, Small Business, Marketing Strategy, Strategic Planning, Advertising, Selling, New Business Development, Leadership, Marketing, Sales Management, Management, Team Building
Education
Stonehill College 1978 — 1982
BA, Accounting
EMT Kay 1996 - Present
St. Clement's Alumni Association 1994 - 2012
State Street Boston Corp 1985 - 1989
Coopers & Lybrand 1982 - 1989
Stonehill College Alumni Council 1984 - 1986
Skills
Real Estate, Leases, Property Management, Budgets, Investment Properties, Construction, Negotiation, Residential Homes, Investments, Contract Negotiation, Asset Management, Sales, Real Estate Transactions, Asset Managment, Customer Service, Small Business, Marketing Strategy, Strategic Planning, Advertising, Selling, New Business Development, Leadership, Marketing, Sales Management, Management, Team Building
Education
Stonehill College 1978 — 1982
BA, Accounting
Robin Ballew, CPA Robin Ballew, CPA's Coopers & Lybrand Experience 1981 - 1982
Job Risk Analyst at Tauber Oil Company
Industry Oil & Energy
Experience
Tauber Oil Company November 2006 - Present
Coopers & Lybrand 1981 - 1982
Education
Texas A&M University 1977 — 1980
Bachelor of Business Administration (BBA), Accounting
Tauber Oil Company November 2006 - Present
Coopers & Lybrand 1981 - 1982
Education
Texas A&M University 1977 — 1980
Bachelor of Business Administration (BBA), Accounting
Jeffrey S. Gold, CPA Jeffrey S. Gold, CPA's Coopers & Lybrand Experience 1987 - 1991
Job Tax Director at L.M. Cohen & Co.
Industry Accounting
Experience
L.M. Cohen & Co. 2010 - Present
DDK & Company 2009 - 2010
Salomon & Company 2008 - 2009
Berdon LLP 2006 - 2008
J.H. Cohn LLP 2002 - 2006
Joseph R. Beyda & Co. 1996 - 2002
Langer Button Companies, Inc. 1994 - 1997
Financial Decisions Systems Inc 1991 - 1994
Coopers & Lybrand 1987 - 1991
Grant Thornton 1984 - 1987
Education
State University of New York at Buffalo - School of Management 1973 — 1976
BS, Accountancy
Rosedale School
State University of New York at New Paltz
L.M. Cohen & Co. 2010 - Present
DDK & Company 2009 - 2010
Salomon & Company 2008 - 2009
Berdon LLP 2006 - 2008
J.H. Cohn LLP 2002 - 2006
Joseph R. Beyda & Co. 1996 - 2002
Langer Button Companies, Inc. 1994 - 1997
Financial Decisions Systems Inc 1991 - 1994
Coopers & Lybrand 1987 - 1991
Grant Thornton 1984 - 1987
Education
State University of New York at Buffalo - School of Management 1973 — 1976
BS, Accountancy
Rosedale School
State University of New York at New Paltz
Bruce L. Hoffarber, CPA Bruce L. Hoffarber, CPA's Coopers & Lybrand Experience 1978 - 1981
Job Vice President, Market Development at U.S. Energy Services
Industry Oil & Energy
Experience
U.S. Energy Services November 1997 - Present
Dahlen & Berg 1995 - 1997
Telappoint Inc 1994 - 1994
Centran Corporation January 1993 - September 1993
Centran Corporation August 1989 - January 1993
Dyco Petroleum 1981 - 1989
Coopers & Lybrand 1978 - 1981
Skills
Energy, Risk Management, Natural Gas, Renewable Energy, Contract Negotiation, Analysis, Financial Analysis, Energy Management, Business Strategy, Budgets, Strategic Planning, Mergers & Acquisitions, Energy Conservation, Commodity, Procurement, Trading, Energy Industry, Energy Markets, Commodity Markets, Gas, Contract Management, Energy Efficiency, Business Planning
Education
St. Cloud State University 1975 — 1979
BS, Public Accounting
Richfield High School 1972 — 1975
U.S. Energy Services November 1997 - Present
Dahlen & Berg 1995 - 1997
Telappoint Inc 1994 - 1994
Centran Corporation January 1993 - September 1993
Centran Corporation August 1989 - January 1993
Dyco Petroleum 1981 - 1989
Coopers & Lybrand 1978 - 1981
Skills
Energy, Risk Management, Natural Gas, Renewable Energy, Contract Negotiation, Analysis, Financial Analysis, Energy Management, Business Strategy, Budgets, Strategic Planning, Mergers & Acquisitions, Energy Conservation, Commodity, Procurement, Trading, Energy Industry, Energy Markets, Commodity Markets, Gas, Contract Management, Energy Efficiency, Business Planning
Education
St. Cloud State University 1975 — 1979
BS, Public Accounting
Richfield High School 1972 — 1975
Eric Key Eric Key's Coopers & Lybrand Experience September 1986 - May 1987
Job Partner/CPA at Whitcomb & Hess, Inc.
Industry Accounting
Experience
Whitcomb & Hess, Inc. 1987 - Present
Coopers & Lybrand September 1986 - May 1987
Skills
Financial Reporting, Process Improvement, Income Tax, Tax Preparation, Tax, Accounting, Corporate Tax, Strategic Financial..., Auditing, QuickBooks, Financial Accounting, Internal Controls, Tax Accounting, CPA, Customer Service, Financial Planning
Education
Taylor University 1982 — 1986
Bachelor of Science, Accounting/Systems analysis
Whitcomb & Hess, Inc. 1987 - Present
Coopers & Lybrand September 1986 - May 1987
Skills
Financial Reporting, Process Improvement, Income Tax, Tax Preparation, Tax, Accounting, Corporate Tax, Strategic Financial..., Auditing, QuickBooks, Financial Accounting, Internal Controls, Tax Accounting, CPA, Customer Service, Financial Planning
Education
Taylor University 1982 — 1986
Bachelor of Science, Accounting/Systems analysis
Glen Fandl Glen Fandl's Coopers & Lybrand Experience 1992 - 2000
Job Managing Partner, Fandl, LLC
Industry Accounting
Experience
St. John's University September 2013 - Present
Fandl, LLC July 2009 - Present
Fairleigh Dickinson University September 2009 - Present
Grant McCarthy Group, LLC May 2005 - July 2009
PricewaterhouseCoopers 2000 - April 2005
Coopers & Lybrand 1992 - 2000
KPMG 1990 - 1992
Deloitte Haskins & Sells 1988 - 1990
Skills
Tax, Tax Advisory, Property Tax, Fixed Assets, Cost Segregation, Due Diligence, State Tax, Sales and Use Tax, Outsourcing, Auditing, Income Tax, Partnership Taxation, International Tax, Valuation, Depreciation, Tax Accounting, Sales Tax, Tax Research, Corporate Tax, Tax Preparation, Accounting, Sales & Use Tax, Financial Analysis, Tax Law, GAAP, Mergers & Acquisitions, SEC filings
Education
Susquehanna University 1983 — 1986
BS Management
St. John's University September 2013 - Present
Fandl, LLC July 2009 - Present
Fairleigh Dickinson University September 2009 - Present
Grant McCarthy Group, LLC May 2005 - July 2009
PricewaterhouseCoopers 2000 - April 2005
Coopers & Lybrand 1992 - 2000
KPMG 1990 - 1992
Deloitte Haskins & Sells 1988 - 1990
Skills
Tax, Tax Advisory, Property Tax, Fixed Assets, Cost Segregation, Due Diligence, State Tax, Sales and Use Tax, Outsourcing, Auditing, Income Tax, Partnership Taxation, International Tax, Valuation, Depreciation, Tax Accounting, Sales Tax, Tax Research, Corporate Tax, Tax Preparation, Accounting, Sales & Use Tax, Financial Analysis, Tax Law, GAAP, Mergers & Acquisitions, SEC filings
Education
Susquehanna University 1983 — 1986
BS Management
James Gionfriddo's Coopers & Lybrand Experience 1979 - 1989
Job Global Outsourcing Services Business Development Leader
Industry Management Consulting
Experience
TSYS Managed Services 2004 - Present
Xansa February 2002 - February 2004
Thoughtware June 2000 - March 2002
NIIT USA March 1997 - March 1999
CSC Consulting 1994 - 1997
Oracle 1989 - 1994
Coopers & Lybrand 1979 - 1989
Education
St. Thomas University 1972 — 1976
BA, Accounting
TSYS Managed Services 2004 - Present
Xansa February 2002 - February 2004
Thoughtware June 2000 - March 2002
NIIT USA March 1997 - March 1999
CSC Consulting 1994 - 1997
Oracle 1989 - 1994
Coopers & Lybrand 1979 - 1989
Education
St. Thomas University 1972 — 1976
BA, Accounting
Thomas O'Reilly's Coopers & Lybrand Experience 1985 - 1990
Job
Industry Financial Services
Experience
PNC Wealth Management January 2012 - Present
Morgan Stanley Smith Barney June 2005 - January 2012
Prudential Securities/Wachovia Securities May 1998 - June 2005
Goal Systems 1990 - 1993
Coopers & Lybrand 1985 - 1990
Education
Stanford University 1981 — 1985
BA
Orange High School (Pepper Pike, OH) 1977 — 1981
PNC Wealth Management January 2012 - Present
Morgan Stanley Smith Barney June 2005 - January 2012
Prudential Securities/Wachovia Securities May 1998 - June 2005
Goal Systems 1990 - 1993
Coopers & Lybrand 1985 - 1990
Education
Stanford University 1981 — 1985
BA
Orange High School (Pepper Pike, OH) 1977 — 1981
Howard Harowitz's Coopers & Lybrand Experience 1982 - 1992
Job Leading organizations to reach new development milestones
Industry Management Consulting
Experience
Howard Harowitz Consulting Ltd. 2009 - Present
KnightsbridgeMICA January 2004 - 2009
Rainbow Software 2000 - 2003
Celcom Security 1993 - 1999
Coopers & Lybrand 1982 - 1992
Skills
Strategic Planning, Business Strategy, Succession Planning, Executive Coaching, Leadership Development, Organizational Design, Management, Organizational..., Leadership, Training, Management Consulting, Public Speaking, Strategy, Employee Engagement, Change Management, Executive Management, Team Building, Coaching, Start-ups
Education
Stanford University Graduate School of Business 1975 — 1977
MBA
The University of British Columbia 1970 — 1974
BA (Hon)
The Hebrew University 1971 — 1972
Howard Harowitz Consulting Ltd. 2009 - Present
KnightsbridgeMICA January 2004 - 2009
Rainbow Software 2000 - 2003
Celcom Security 1993 - 1999
Coopers & Lybrand 1982 - 1992
Skills
Strategic Planning, Business Strategy, Succession Planning, Executive Coaching, Leadership Development, Organizational Design, Management, Organizational..., Leadership, Training, Management Consulting, Public Speaking, Strategy, Employee Engagement, Change Management, Executive Management, Team Building, Coaching, Start-ups
Education
Stanford University Graduate School of Business 1975 — 1977
MBA
The University of British Columbia 1970 — 1974
BA (Hon)
The Hebrew University 1971 — 1972
Melissa Wong Aagesen's Coopers & Lybrand Experience 1991 - 1993
Job Private equity and real estate at Certare Ventures
Industry Financial Services
Experience
Certare Ventures August 2004 - Present
Microsoft Corporation 2001 - 2008
Northwest Airlines 1996 - 2001
Coopers & Lybrand 1991 - 1993
E & Y 1989 - 1991
Skills
Start-ups, Financial Modeling, Business Strategy, Management Consulting, Strategic Planning, Portfolio Management, Marketing Strategy, Data Analysis, Business Planning, Financial Analysis, Marketing, Project Management, Analytics
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Marketing, Statistics, Fin/Accounting
Swarthmore College 1985 — 1989
BA, Economics (Honors)
UC Laboratory Schools
Certare Ventures August 2004 - Present
Microsoft Corporation 2001 - 2008
Northwest Airlines 1996 - 2001
Coopers & Lybrand 1991 - 1993
E & Y 1989 - 1991
Skills
Start-ups, Financial Modeling, Business Strategy, Management Consulting, Strategic Planning, Portfolio Management, Marketing Strategy, Data Analysis, Business Planning, Financial Analysis, Marketing, Project Management, Analytics
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Marketing, Statistics, Fin/Accounting
Swarthmore College 1985 — 1989
BA, Economics (Honors)
UC Laboratory Schools
David Gesner's Coopers & Lybrand Experience 1991 - 1993
Job
Industry Law Practice
Experience
Wolf Greenfield August 2001 - Present
Agency.com 1999 - 2001
Epsilon Data Management 1993 - 1999
Coopers & Lybrand 1991 - 1993
Skills
Patent Prosecution, Patent Litigation, Patent Portfolio..., Software Patents, Due Diligence, Patent Applications, Client Counseling, Legal Assistance, Copyright Infringement, Contract Negotiation, Patents, Patentability, Trademarks, Copyright Law, Trade Secrets, Intellectual Property, Freedom to Operate, Reexamination, Trade Dress, Registered Patent..., Patent Searching, Licensing, Intellectual Property..., Patent Portfolio..., Invention, Corporate Governance, Start-ups, Strategy, Project Management
Education
Suffolk University Law School 2002 — 2006
JD, cum laude
Worcester Polytechnic Institute 1987 — 1991
BS Industrial Engineering, with distinction
Watertown High School 1984 — 1987
Wolf Greenfield August 2001 - Present
Agency.com 1999 - 2001
Epsilon Data Management 1993 - 1999
Coopers & Lybrand 1991 - 1993
Skills
Patent Prosecution, Patent Litigation, Patent Portfolio..., Software Patents, Due Diligence, Patent Applications, Client Counseling, Legal Assistance, Copyright Infringement, Contract Negotiation, Patents, Patentability, Trademarks, Copyright Law, Trade Secrets, Intellectual Property, Freedom to Operate, Reexamination, Trade Dress, Registered Patent..., Patent Searching, Licensing, Intellectual Property..., Patent Portfolio..., Invention, Corporate Governance, Start-ups, Strategy, Project Management
Education
Suffolk University Law School 2002 — 2006
JD, cum laude
Worcester Polytechnic Institute 1987 — 1991
BS Industrial Engineering, with distinction
Watertown High School 1984 — 1987
Peter O'Hara's Coopers & Lybrand Experience January 1991 - July 1993
Job VP Operations Finance at Navistar Inc
Industry Transportation/Trucking/Railroad
Experience
Navistar Inc September 2014 - Present
Estee Lauder April 2010 - September 2014
Amgen February 2008 - April 2010
GMAC January 2005 - February 2008
GM Treasurer's Office July 1995 - December 2004
Ford Motor Company May 1994 - September 1994
Coopers & Lybrand January 1991 - July 1993
General Motors July 1985 - September 1987
Skills
Treasury, Mortgage Lending, Treasury Management, Cash Management, Capital Markets, Cash Flow, FX Options, Financial Risk, Investment Management, Cash Flow Forecasting, Investor Relations, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Risk Management, Asset Management, Finance, Portfolio Management, Strategy, Strategic Financial..., Derivatives, Investments, Restructuring, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance and Corporate Strategy
University of California, Santa Barbara 1988 — 1990
BA, Business Economics
Stonehill College 1983 — 1985
Pre-Engineering
Navistar Inc September 2014 - Present
Estee Lauder April 2010 - September 2014
Amgen February 2008 - April 2010
GMAC January 2005 - February 2008
GM Treasurer's Office July 1995 - December 2004
Ford Motor Company May 1994 - September 1994
Coopers & Lybrand January 1991 - July 1993
General Motors July 1985 - September 1987
Skills
Treasury, Mortgage Lending, Treasury Management, Cash Management, Capital Markets, Cash Flow, FX Options, Financial Risk, Investment Management, Cash Flow Forecasting, Investor Relations, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Risk Management, Asset Management, Finance, Portfolio Management, Strategy, Strategic Financial..., Derivatives, Investments, Restructuring, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance and Corporate Strategy
University of California, Santa Barbara 1988 — 1990
BA, Business Economics
Stonehill College 1983 — 1985
Pre-Engineering
Thomas Lemmon's Coopers & Lybrand Experience 1979 - 1981
Job Communications Strategist US Structured Finance @ Moody's
Industry Public Relations and Communications
Experience
Moody's Investors Service July 2007 - Present
NYU School of Continuing Professiional Studies September 2004 - 2010
Deloitte 2006 - 2007
AICPA 1998 - 2006
AICPA October 1996 - October 1998
AICPA July 1995 - September 1996
Bankers Trust Company 1981 - 1985
Coopers & Lybrand 1979 - 1981
Skills
Professional Services, Professional..., Internal Communications, Strategic Communications, Media Relations, Public Relations, Leadership, Management, Strategic Planning, Recruiting, Corporate Communications, Crisis Communications, Communication Training, Message Development, Press Releases, Financial Services, Reputation Management, Accounting, Newsletters, Strategy, Marketing Communications
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
St. Francis College
Accounting
Moody's Investors Service July 2007 - Present
NYU School of Continuing Professiional Studies September 2004 - 2010
Deloitte 2006 - 2007
AICPA 1998 - 2006
AICPA October 1996 - October 1998
AICPA July 1995 - September 1996
Bankers Trust Company 1981 - 1985
Coopers & Lybrand 1979 - 1981
Skills
Professional Services, Professional..., Internal Communications, Strategic Communications, Media Relations, Public Relations, Leadership, Management, Strategic Planning, Recruiting, Corporate Communications, Crisis Communications, Communication Training, Message Development, Press Releases, Financial Services, Reputation Management, Accounting, Newsletters, Strategy, Marketing Communications
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
St. Francis College
Accounting
Peter Crosby's Coopers & Lybrand Experience 1976 - 1978
Job Principal at CGR Management Consultants LLC and Owner, CGR Management Consultants LLC
Industry Management Consulting
Experience
CGR Management Consultants LLC 1981 - Present
Case/CMP/Towers Perrin 1977 - 1981
Collins Foodservice Distribution 1978 - 1978
Coopers & Lybrand 1976 - 1978
A. T. Kearney & Co., Inc. 1969 - 1975
FMC Corporation 1972 - 1972
Ford Motor Company 1967 - 1971
Skills
Supply Chain Management, Transportation, Management Consulting, Logistics, Manufacturing, Supply Chain, Warehousing, Inventory Management, Purchasing, Cost Reduction, Strategic Planning, Process Improvement, Operations Management, Business Process..., Procurement, Sourcing, Outsourcing, Strategy, Business Development, Program Management, Mergers & Acquisitions, Management, Logistics Management, Materials Management, Project Planning, Business Strategy, Change Management, Project Management, Business Planning, Start-ups, Supply Chain..., Forecasting, Consulting, Leadership, Process Engineering, Operational Excellence, Team Building, Product Development, Contract Negotiation, Cross-functional Team..., P&L Management, Executive Management, Analysis, Business Transformation, Performance Improvement, MRP
Education
Stanford University 1967 — 1971
MSIEOR, Management Science & Engineering
Stanford University Graduate School of Business 1967 — 1971
MSOR, Management Science & Engineering
University of California, Berkeley 1963 — 1967
Bachelor of Science (BS), Engineering
Ventura High School 1960 — 1963
High School Diploma, with honors, Advanced placement and honors courses, 3.85 out of 4
CGR Management Consultants LLC 1981 - Present
Case/CMP/Towers Perrin 1977 - 1981
Collins Foodservice Distribution 1978 - 1978
Coopers & Lybrand 1976 - 1978
A. T. Kearney & Co., Inc. 1969 - 1975
FMC Corporation 1972 - 1972
Ford Motor Company 1967 - 1971
Skills
Supply Chain Management, Transportation, Management Consulting, Logistics, Manufacturing, Supply Chain, Warehousing, Inventory Management, Purchasing, Cost Reduction, Strategic Planning, Process Improvement, Operations Management, Business Process..., Procurement, Sourcing, Outsourcing, Strategy, Business Development, Program Management, Mergers & Acquisitions, Management, Logistics Management, Materials Management, Project Planning, Business Strategy, Change Management, Project Management, Business Planning, Start-ups, Supply Chain..., Forecasting, Consulting, Leadership, Process Engineering, Operational Excellence, Team Building, Product Development, Contract Negotiation, Cross-functional Team..., P&L Management, Executive Management, Analysis, Business Transformation, Performance Improvement, MRP
Education
Stanford University 1967 — 1971
MSIEOR, Management Science & Engineering
Stanford University Graduate School of Business 1967 — 1971
MSOR, Management Science & Engineering
University of California, Berkeley 1963 — 1967
Bachelor of Science (BS), Engineering
Ventura High School 1960 — 1963
High School Diploma, with honors, Advanced placement and honors courses, 3.85 out of 4
Mike Guche's Coopers & Lybrand Experience 1991 - 1995
Job CFO Canfield & Tack, Inc.
Industry Printing
Experience
Canfield & Tack, Inc. August 1995 - Present
Penfield Little League/MCBR April 2006 - July 2011
Financial Executives International - Rochester Chapter July 2010 - June 2011
Financial Executives International - Rochester Chapter 2007 - 2011
Coopers & Lybrand 1991 - 1995
SUNY Geneseo 1987 - 1991
Skills
Financial Analysis, Accounting, Forecasting, Financial Reporting, Databases, Excel, Microsoft Excel, Cost Accounting, Internal Controls, Cash Flow, Mergers & Acquisitions, Cash Management, Strategic Planning, Analysis, GAAP, Payroll, CPA, US GAAP
Education
State University of New York College at Geneseo 1987 — 1991
BS, Accounting
Fairport High 1984 — 1987
Regents Diploma
Canfield & Tack, Inc. August 1995 - Present
Penfield Little League/MCBR April 2006 - July 2011
Financial Executives International - Rochester Chapter July 2010 - June 2011
Financial Executives International - Rochester Chapter 2007 - 2011
Coopers & Lybrand 1991 - 1995
SUNY Geneseo 1987 - 1991
Skills
Financial Analysis, Accounting, Forecasting, Financial Reporting, Databases, Excel, Microsoft Excel, Cost Accounting, Internal Controls, Cash Flow, Mergers & Acquisitions, Cash Management, Strategic Planning, Analysis, GAAP, Payroll, CPA, US GAAP
Education
State University of New York College at Geneseo 1987 — 1991
BS, Accounting
Fairport High 1984 — 1987
Regents Diploma
Brent Avera's Coopers & Lybrand Experience June 1980 - February 1987
Job Senior Manager, Business Planning at Sony Electronics
Industry Consumer Electronics
Experience
Sony Electronics May 2015 - Present
Sony Electronics July 2005 - Present
Sony Electronics March 2002 - July 2005
Sony Electronics April 2000 - March 2002
Sony Electronics October 1996 - March 2000
Sony Electronics July 1996 - October 1996
Lee Memorial Health Systems February 1989 - July 1996
Self-employed February 1987 - February 1989
Coopers & Lybrand June 1980 - February 1987
Skills
Cross-functional Team..., Business Analysis, Product Development, Project Management, Product Management, Leadership, Program Management, Vendor Management, Product Marketing, Training, CRM, Consumer Electronics, Process Improvement, Competitive Analysis, Testing, Forecasting, Strategy, Team Building, Six Sigma
Education
Stetson University 1976 — 1980
BBA, Accounting
Sony Electronics May 2015 - Present
Sony Electronics July 2005 - Present
Sony Electronics March 2002 - July 2005
Sony Electronics April 2000 - March 2002
Sony Electronics October 1996 - March 2000
Sony Electronics July 1996 - October 1996
Lee Memorial Health Systems February 1989 - July 1996
Self-employed February 1987 - February 1989
Coopers & Lybrand June 1980 - February 1987
Skills
Cross-functional Team..., Business Analysis, Product Development, Project Management, Product Management, Leadership, Program Management, Vendor Management, Product Marketing, Training, CRM, Consumer Electronics, Process Improvement, Competitive Analysis, Testing, Forecasting, Strategy, Team Building, Six Sigma
Education
Stetson University 1976 — 1980
BBA, Accounting
Rich Byrnes's Coopers & Lybrand Experience 1983 - 1992
Job Vice President, Strategy & Development at GTSG
Industry Information Technology and Services
Experience
Global Technology Solutions Group - GTSG October 2014 - Present
Novitex Enterprise Solutions May 2014 - September 2014
IBM March 2010 - May 2014
IBM 2006 - 2010
IBM 2003 - 2006
IBM 2000 - 2003
Swank, Inc. 1992 - 2000
Coopers & Lybrand 1983 - 1992
Skills
IT Strategy, Cloud Computing, Solution Selling, Data Center, Strategy, Business Analysis, Business Development, Business Process..., Business Transformation, Consulting, ERP, IT Outsourcing, Financial Services, IT Service Management, Information Technology, Infrastructure, Integration, Leadership, Management, Operations Management, Outsourcing, P, Professional Services, Sales, Sales Management, Service Management, Vendor Management, IT Transformation, Integrated Marketing, Project Management, Portfolio Management, Program Management, SaaS, International Sales, Enterprise Software, Marketing, Enterprise Architecture, Solution Architecture, CRM, PMP, Networking, Management Consulting, Managed Services, Strategic Partnerships, Disaster Recovery, IT Management, Business Alliances, Virtualization, Business Process, Go-to-market Strategy
Education
Suffolk University
Master of Business Administration (MBA)
Stonehill College 1979 — 1982
BSBA, Accounting
Don Bosco 1973 — 1977
Global Technology Solutions Group - GTSG October 2014 - Present
Novitex Enterprise Solutions May 2014 - September 2014
IBM March 2010 - May 2014
IBM 2006 - 2010
IBM 2003 - 2006
IBM 2000 - 2003
Swank, Inc. 1992 - 2000
Coopers & Lybrand 1983 - 1992
Skills
IT Strategy, Cloud Computing, Solution Selling, Data Center, Strategy, Business Analysis, Business Development, Business Process..., Business Transformation, Consulting, ERP, IT Outsourcing, Financial Services, IT Service Management, Information Technology, Infrastructure, Integration, Leadership, Management, Operations Management, Outsourcing, P, Professional Services, Sales, Sales Management, Service Management, Vendor Management, IT Transformation, Integrated Marketing, Project Management, Portfolio Management, Program Management, SaaS, International Sales, Enterprise Software, Marketing, Enterprise Architecture, Solution Architecture, CRM, PMP, Networking, Management Consulting, Managed Services, Strategic Partnerships, Disaster Recovery, IT Management, Business Alliances, Virtualization, Business Process, Go-to-market Strategy
Education
Suffolk University
Master of Business Administration (MBA)
Stonehill College 1979 — 1982
BSBA, Accounting
Don Bosco 1973 — 1977
David Phillion's Coopers & Lybrand Experience December 1975 - June 1978
Job AVP Harleysville Insurance
Industry Insurance
Experience
OneBeacon Insurance 1981 - Present
OneBeacon Insurance Co January 1981 - April 2010
Coopers & Lybrand December 1975 - June 1978
Skills
Insurance, Budgeting, Portfolio Management, General Insurance, Commercial Lines, Analysis, Requirements Analysis, Customer Relations, Planning, Program Management, Commercial Insurance
Education
Temple University - Fox School of Business and Management 1973 — 1985
BBA & MBA, Accounting and Business Finance
OneBeacon Insurance 1981 - Present
OneBeacon Insurance Co January 1981 - April 2010
Coopers & Lybrand December 1975 - June 1978
Skills
Insurance, Budgeting, Portfolio Management, General Insurance, Commercial Lines, Analysis, Requirements Analysis, Customer Relations, Planning, Program Management, Commercial Insurance
Education
Temple University - Fox School of Business and Management 1973 — 1985
BBA & MBA, Accounting and Business Finance
Karl Kryczynski's Coopers & Lybrand Experience November 1984 - November 1985
Job Sr. Digital Producer at ADT
Industry Internet
Experience
ADT January 1990 - Present
ADT November 1985 - January 1987
Coopers & Lybrand November 1984 - November 1985
Skills
Web Analytics, SEO, Salesforce.com, Lead Generation, Online Advertising, Omniture, Dreamweaver, Web Content, Brightcove, YouTube, Digital Marketing, Digital Media, Digital Photography, Google Search Appliance, Adobe Fireworks, Photoshop, Web Content Management, Content Development, E-commerce, Content Management, CSS, Video, Website Development, HTML, Google Analytics, SEM, Email Marketing, Google Adwords, Online Marketing, Web Project Management, PPC, User Experience, Information Architecture, Interactive Marketing, Mobile Marketing, Mobile Applications, CMS, Digital Strategy, WordPress, Landing Page..., Web Marketing, Web Development, Affiliate Marketing
Education
State University of New York College at Oswego 1973 — 1977
Computer Science
ADT January 1990 - Present
ADT November 1985 - January 1987
Coopers & Lybrand November 1984 - November 1985
Skills
Web Analytics, SEO, Salesforce.com, Lead Generation, Online Advertising, Omniture, Dreamweaver, Web Content, Brightcove, YouTube, Digital Marketing, Digital Media, Digital Photography, Google Search Appliance, Adobe Fireworks, Photoshop, Web Content Management, Content Development, E-commerce, Content Management, CSS, Video, Website Development, HTML, Google Analytics, SEM, Email Marketing, Google Adwords, Online Marketing, Web Project Management, PPC, User Experience, Information Architecture, Interactive Marketing, Mobile Marketing, Mobile Applications, CMS, Digital Strategy, WordPress, Landing Page..., Web Marketing, Web Development, Affiliate Marketing
Education
State University of New York College at Oswego 1973 — 1977
Computer Science
Lawrence R. (Larry) Chenault's Coopers & Lybrand Experience June 1974 - January 1981
Job Oil and Gas minerals and audit consultant Selfemployed CPA
Industry Oil & Energy
Experience
Self-employed CPA 1991 - Present
My Possibilities August 2010 - March 2013
TXO Production Corp. 1988 - February 1991
Texas Oil and Gas Corporation 1985 - 1988
Delhi Gas Pipeline Corp. 1983 - 1985
Texas Oil and Gas Corporation February 1981 - 1983
Coopers & Lybrand June 1974 - January 1981
Skills
Financial Reporting, Financial Analysis, Accounting, Nonprofits, Energy Industry, Contract Management, Finance, General Ledger, Internal Controls, Management, Gas
Education
Texas A&M University 1970 — 1974
BBA, Accounting
Highland Park High School
Self-employed CPA 1991 - Present
My Possibilities August 2010 - March 2013
TXO Production Corp. 1988 - February 1991
Texas Oil and Gas Corporation 1985 - 1988
Delhi Gas Pipeline Corp. 1983 - 1985
Texas Oil and Gas Corporation February 1981 - 1983
Coopers & Lybrand June 1974 - January 1981
Skills
Financial Reporting, Financial Analysis, Accounting, Nonprofits, Energy Industry, Contract Management, Finance, General Ledger, Internal Controls, Management, Gas
Education
Texas A&M University 1970 — 1974
BBA, Accounting
Highland Park High School
Gwen Aquino's Coopers & Lybrand Experience 1993 - 1996
Job CPA
Industry Accounting
Experience
BlumShapiro January 2012 - October 2012
Leone, Morrissey, Henriksen and Synan January 2007 - April 2009
Pepsi Bottling Group 2001 - 2003
UST Inc. 1999 - 2001
PricewaterhouseCoopers October 1993 - May 1999
PricewaterhouseCoopers 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Accounting, GAAP, Auditing, Tax, Financial Reporting, Tax Accounting, US GAAP, Corporate Tax, Income Tax, Internal Controls, Financial Statements, Management
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
BS, Accounting
BlumShapiro January 2012 - October 2012
Leone, Morrissey, Henriksen and Synan January 2007 - April 2009
Pepsi Bottling Group 2001 - 2003
UST Inc. 1999 - 2001
PricewaterhouseCoopers October 1993 - May 1999
PricewaterhouseCoopers 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Accounting, GAAP, Auditing, Tax, Financial Reporting, Tax Accounting, US GAAP, Corporate Tax, Income Tax, Internal Controls, Financial Statements, Management
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
BS, Accounting
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
Eric Ryan's Coopers & Lybrand Experience March 1996 - February 1997
Job Senior Manager of Solutions Consulting, Insurance at Pegasystems
Industry Computer Software
Experience
Pegasystems January 2015 - Present
Pegasystems January 2012 - December 2014
Pegasystems July 2010 - December 2011
Oracle July 2000 - June 2010
Oracle USA, Inc. July 2000 - June 2010
Putnam Investments 1999 - 2000
Massachusetts Department of Employment & Training December 1989 - August 1999
Putnam Investments 1997 - 1998
Coopers & Lybrand March 1996 - February 1997
Satuit Technologies May 1995 - March 1996
Skills
CRM, SFA, Contact Centers, Customer Service Systems, Business Process Design, Case Management Software, SaaS, SOA, Sales Management, Predictive Analytics, Business Intelligence, Data Warehousing, ERP, Software Development, Project Management, DBMS, Databases, Security, Enterprise Software, Pre-sales, Enterprise Architecture, Process Optimization, Property & Casualty..., Life Insurance, Insurance Claims Systems, Business Process..., Middleware, Business Process, Management, Cloud Computing
Education
Suffolk University - Sawyer Business School 1989 — 1994
BSBA, Computer Information Systems
Pegasystems January 2015 - Present
Pegasystems January 2012 - December 2014
Pegasystems July 2010 - December 2011
Oracle July 2000 - June 2010
Oracle USA, Inc. July 2000 - June 2010
Putnam Investments 1999 - 2000
Massachusetts Department of Employment & Training December 1989 - August 1999
Putnam Investments 1997 - 1998
Coopers & Lybrand March 1996 - February 1997
Satuit Technologies May 1995 - March 1996
Skills
CRM, SFA, Contact Centers, Customer Service Systems, Business Process Design, Case Management Software, SaaS, SOA, Sales Management, Predictive Analytics, Business Intelligence, Data Warehousing, ERP, Software Development, Project Management, DBMS, Databases, Security, Enterprise Software, Pre-sales, Enterprise Architecture, Process Optimization, Property & Casualty..., Life Insurance, Insurance Claims Systems, Business Process..., Middleware, Business Process, Management, Cloud Computing
Education
Suffolk University - Sawyer Business School 1989 — 1994
BSBA, Computer Information Systems
Gregory Courtright's Coopers & Lybrand Experience 1995 - 2000
Job Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman October 2000 - Present
PricewaterhouseCoopers 1995 - 2000
Coopers & Lybrand 1995 - 2000
Education
Syracuse University 1987 — 1992
Bachelor of Science (B.S.)
Brown Brothers Harriman October 2000 - Present
PricewaterhouseCoopers 1995 - 2000
Coopers & Lybrand 1995 - 2000
Education
Syracuse University 1987 — 1992
Bachelor of Science (B.S.)
Jill Barth's Coopers & Lybrand Experience 1990 - 1996
Job Sr. Manager, Pricing Accounting at Abbott & Associates
Industry Pharmaceuticals
Experience
AbbVie 1996 - Present
Coopers & Lybrand 1990 - 1996
Education
Wayzata 1978 — 1981
St. Cloud State University
Bachelor of Science
University of Minnesota - Carlson School of Management
MBA
AbbVie 1996 - Present
Coopers & Lybrand 1990 - 1996
Education
Wayzata 1978 — 1981
St. Cloud State University
Bachelor of Science
University of Minnesota - Carlson School of Management
MBA
John Schantz, Jr.'s Coopers & Lybrand Experience 1985 - 1987
Job Owner, Schantz Homes. Inc.
Industry Construction
Experience
Schantz Homes, Inc. 1991 - Present
The Bonadio Group 1984 - 1991
Coopers & Lybrand 1985 - 1987
Skills
Real Estate Development, Single Family Homes, Construction
Education
Syracuse University 1978 — 1982
BS, Accounting, Finance
Schantz Homes, Inc. 1991 - Present
The Bonadio Group 1984 - 1991
Coopers & Lybrand 1985 - 1987
Skills
Real Estate Development, Single Family Homes, Construction
Education
Syracuse University 1978 — 1982
BS, Accounting, Finance
John G. Mondorf CPA/ABV, CVA's Coopers & Lybrand Experience June 1979 - September 1981
Job Partner, Mondorf & Fenwick CPAs
Industry Accounting
Experience
Mondorf & Fenwick CPAs October 1985 - Present
Herbert Abramson CPA September 1981 - October 1985
Coopers & Lybrand June 1979 - September 1981
Skills
Business Valuation, Litigation Support, Accounting, CPA, Tax Preparation, Tax, Financial Reporting, Forensic Accounting, QuickBooks, Litigation Consulting, Income Tax, Purchase Price..., Expert Witness, Corporate Tax, Partnership Taxation, S Corporations
Education
Syracuse University - Martin J. Whitman School of Management 1976 — 1979
B.S., Accounting
ES-M 1972 — 1976
Mondorf & Fenwick CPAs October 1985 - Present
Herbert Abramson CPA September 1981 - October 1985
Coopers & Lybrand June 1979 - September 1981
Skills
Business Valuation, Litigation Support, Accounting, CPA, Tax Preparation, Tax, Financial Reporting, Forensic Accounting, QuickBooks, Litigation Consulting, Income Tax, Purchase Price..., Expert Witness, Corporate Tax, Partnership Taxation, S Corporations
Education
Syracuse University - Martin J. Whitman School of Management 1976 — 1979
B.S., Accounting
ES-M 1972 — 1976
Steven Stolzenberg's Coopers & Lybrand Experience September 1991 - June 1998
Job Vice President and CFO at Eclipse Management LLC
Industry Accounting
Experience
Lowey, Stolzenberg & Edelstein LLP June 1998 - Present
Eclipse Management LLC June 1998 - Present
Coopers & Lybrand September 1991 - June 1998
Skills
Financial Reporting, SEC filings, Auditing, Internal Controls, GAAP, Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Internal Audit, CPA, Finance, Tax, Strategic Planning, Due Diligence
Education
Syracuse University 1987 — 1991
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
W.T Clarke
Lowey, Stolzenberg & Edelstein LLP June 1998 - Present
Eclipse Management LLC June 1998 - Present
Coopers & Lybrand September 1991 - June 1998
Skills
Financial Reporting, SEC filings, Auditing, Internal Controls, GAAP, Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Internal Audit, CPA, Finance, Tax, Strategic Planning, Due Diligence
Education
Syracuse University 1987 — 1991
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
W.T Clarke
Jose Luis Schiaffino's Coopers & Lybrand Experience 1995 - 1997
Job Controller at TPV
Industry Electrical/Electronic Manufacturing
Experience
TPV January 2014 - December 2014
Hirata Engineering May 2006 - April 2013
Maxon Lift Corp 1998 - 2006
Coopers & Lybrand 1995 - 1997
Skills
Contabilidad, Manufacturing, Lean Manufacturing, Process Improvement, Continuous Improvement, Budgets, Planificación..., Administración y..., Análisis financiero, Mejora continua, Estrategia empresarial, Pronósticos, Negociación, Manufactura, Mejora de procesos, Presupuestos, Liderazgo, Control interno
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2012 — 2014
MBA
Universidad Autónoma de Baja California 1991 — 1996
TPV January 2014 - December 2014
Hirata Engineering May 2006 - April 2013
Maxon Lift Corp 1998 - 2006
Coopers & Lybrand 1995 - 1997
Skills
Contabilidad, Manufacturing, Lean Manufacturing, Process Improvement, Continuous Improvement, Budgets, Planificación..., Administración y..., Análisis financiero, Mejora continua, Estrategia empresarial, Pronósticos, Negociación, Manufactura, Mejora de procesos, Presupuestos, Liderazgo, Control interno
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2012 — 2014
MBA
Universidad Autónoma de Baja California 1991 — 1996
Bret Krevolin's Coopers & Lybrand Experience 1987 - 1989
Job Chief Financial Officer at Utilities Employees Credit Union
Industry Banking
Experience
Utilities Employees Credit Union July 2014 - Present
QNB Bank August 1989 - July 2014
Coopers & Lybrand 1987 - 1989
Corestates 1985 - 1987
Skills
Banking, Interest Rate Risk..., ALM, SEC filings, Financial Analysis, Cash Management, Financial Reporting, Financial Institutions, Risk Management, Financial Modeling, Internal Controls, Accounting, Commercial Banking, Credit, Investments, Loans, Portfolio Management, Commercial Lending, Budgets, Credit Risk, Fixed Income, Treasury Management, Credit Analysis, SEC Filings
Education
Syracuse University 1980 — 1984
ba, Accounting
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Accounting and Law and Public Policy (dual)
Utilities Employees Credit Union July 2014 - Present
QNB Bank August 1989 - July 2014
Coopers & Lybrand 1987 - 1989
Corestates 1985 - 1987
Skills
Banking, Interest Rate Risk..., ALM, SEC filings, Financial Analysis, Cash Management, Financial Reporting, Financial Institutions, Risk Management, Financial Modeling, Internal Controls, Accounting, Commercial Banking, Credit, Investments, Loans, Portfolio Management, Commercial Lending, Budgets, Credit Risk, Fixed Income, Treasury Management, Credit Analysis, SEC Filings
Education
Syracuse University 1980 — 1984
ba, Accounting
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Accounting and Law and Public Policy (dual)
Terry Donovan's Coopers & Lybrand Experience 1986 - 2001
Job Chief Financial Officer at Century Mold Co., Inc.
Industry Accounting
Experience
Century Mold Co., Inc. April 2009 - Present
Adelphia Communications Corporation 2002 - 2007
Sentry Group 1991 - 2002
Coopers & Lybrand 1986 - 2001
PricewaterhouseCoopers 1986 - 1991
Skills
Tax, SEC reporting, Cost Accounting, SOX, Problem Solving, Bankruptcy, Financial Reporting, GAAP, Accounting, Treasury, Budgeting, Banking, Business Planning, Forecasting, Manufacturing, Strategic Planning, Telecommunications, Budgets, Cross-functional Team..., SEC filings, Internal Controls, Restructuring, Process Improvement, Auditing, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Risk Management, Analysis, Sarbanes-Oxley, Managerial Finance, Leadership, Cash Flow, Treasury Management, US GAAP, Strategic Financial...
Education
State University of New York College at Oswego 1982 — 1986
Bachelors, Accounting, Economics
Bishop Kearney High School 1978 — 1982
Century Mold Co., Inc. April 2009 - Present
Adelphia Communications Corporation 2002 - 2007
Sentry Group 1991 - 2002
Coopers & Lybrand 1986 - 2001
PricewaterhouseCoopers 1986 - 1991
Skills
Tax, SEC reporting, Cost Accounting, SOX, Problem Solving, Bankruptcy, Financial Reporting, GAAP, Accounting, Treasury, Budgeting, Banking, Business Planning, Forecasting, Manufacturing, Strategic Planning, Telecommunications, Budgets, Cross-functional Team..., SEC filings, Internal Controls, Restructuring, Process Improvement, Auditing, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Risk Management, Analysis, Sarbanes-Oxley, Managerial Finance, Leadership, Cash Flow, Treasury Management, US GAAP, Strategic Financial...
Education
State University of New York College at Oswego 1982 — 1986
Bachelors, Accounting, Economics
Bishop Kearney High School 1978 — 1982
Dominic Notaro's Coopers & Lybrand Experience 1994 - 1995
Job Risk Management
Industry Banking
Experience
Citigroup 1999 - Present
IBJ Whitehall 1995 - 1999
Coopers & Lybrand 1994 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
Saint John's University 1990 — 1994
BS, Accounting
Citigroup 1999 - Present
IBJ Whitehall 1995 - 1999
Coopers & Lybrand 1994 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
Saint John's University 1990 — 1994
BS, Accounting
Randy Fiertz's Coopers & Lybrand Experience 1990 - 1997
Job Director at Federal Aviation Administration
Industry Airlines/Aviation
Experience
Federal Aviation Administration - FAA July 2008 - Present
Federal Aviation Administration July 2006 - July 2008
Transportation Security Administration November 2001 - July 2006
Federal Aviation Administration - FAA 1998 - 2001
National Civil Aviation Administration 1997 - 1997
Coopers & Lybrand 1990 - 1997
American Express Bank 1986 - 1990
Skills
Airlines, Airports, Commercial Aviation, Program Management, Aviation, Civil Aviation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
Master's degree, International Relations and Economics
St. Lawrence University 1978 — 1982
Bachelor's degree, Political Science and Government
Federal Aviation Administration - FAA July 2008 - Present
Federal Aviation Administration July 2006 - July 2008
Transportation Security Administration November 2001 - July 2006
Federal Aviation Administration - FAA 1998 - 2001
National Civil Aviation Administration 1997 - 1997
Coopers & Lybrand 1990 - 1997
American Express Bank 1986 - 1990
Skills
Airlines, Airports, Commercial Aviation, Program Management, Aviation, Civil Aviation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
Master's degree, International Relations and Economics
St. Lawrence University 1978 — 1982
Bachelor's degree, Political Science and Government
Perry Schonfeld's Coopers & Lybrand Experience August 1980 - November 1984
Job Principal & Chief Operating Officer at LBA Realty
Industry Real Estate
Experience
LBA Realty February 1997 - Present
Cushman & Wakefield November 1988 - February 1997
AEI November 1986 - November 1988
Coldwell Financial November 1984 - November 1986
Coopers & Lybrand August 1980 - November 1984
Skills
Real Estate Development, Leases, Property Management, Real Estate, Real Estate Economics, Tenant, Commercial Real Estate, Real Estate Transactions, Corporate Real Estate, Investment Properties, Lease Administration, Landlords, Asset Management, Due Diligence, Property, Acquisitions, Investments, LEED, Financial Reporting, Budgets, Accounting
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Buffalo - School of Management 1976 — 1980
Bachelor of Science (BS), Accounting and Finance
LBA Realty February 1997 - Present
Cushman & Wakefield November 1988 - February 1997
AEI November 1986 - November 1988
Coldwell Financial November 1984 - November 1986
Coopers & Lybrand August 1980 - November 1984
Skills
Real Estate Development, Leases, Property Management, Real Estate, Real Estate Economics, Tenant, Commercial Real Estate, Real Estate Transactions, Corporate Real Estate, Investment Properties, Lease Administration, Landlords, Asset Management, Due Diligence, Property, Acquisitions, Investments, LEED, Financial Reporting, Budgets, Accounting
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Buffalo - School of Management 1976 — 1980
Bachelor of Science (BS), Accounting and Finance
Shelley Roop's Coopers & Lybrand Experience June 1993 - May 1996
Job CFO at Hubbardton Forge
Industry Industrial Automation
Experience
Hubbardton Forge March 2010 - Present
Danaher Motion Dover January 2006 - July 2009
Jacobs Vehicle Systems May 2000 - January 2006
BF Goodrich Garlock Sealing Technologies May 1996 - May 2000
Coopers & Lybrand June 1993 - May 1996
Skills
Working Capital..., Revenue Recognition, Sarbanes-Oxley Act, Process Improvement, Forecasting, Internal Controls, Acquisition Integration, Cost Accounting, Financial Analysis, Variance Analysis, Finance, Cross-functional Team..., Mergers & Acquisitions, Managerial Finance, Hyperion Enterprise, Cash Flow, Restructuring, Sarbanes-Oxley, Treasury, SEC filings, GAAP, Cash Management, Financial Reporting, Divestitures, Treasury Management, ERP, Financial Modeling, Accounting, Strategic Financial..., Due Diligence, Budgets, Corporate Finance, Business Process..., Cash Flow Forecasting, Executive Management, Financial Forecasting, General Ledger, Acquisitions, Auditing, Tax, Private Equity, M&A experience, Financial Audits, Analysis, Business Valuation, Consolidation, P&L Management, Financial Accounting, US GAAP, Turn Around Management
Education
St. John Fisher College 1989 — 1993
BS, Accounting
Hubbardton Forge March 2010 - Present
Danaher Motion Dover January 2006 - July 2009
Jacobs Vehicle Systems May 2000 - January 2006
BF Goodrich Garlock Sealing Technologies May 1996 - May 2000
Coopers & Lybrand June 1993 - May 1996
Skills
Working Capital..., Revenue Recognition, Sarbanes-Oxley Act, Process Improvement, Forecasting, Internal Controls, Acquisition Integration, Cost Accounting, Financial Analysis, Variance Analysis, Finance, Cross-functional Team..., Mergers & Acquisitions, Managerial Finance, Hyperion Enterprise, Cash Flow, Restructuring, Sarbanes-Oxley, Treasury, SEC filings, GAAP, Cash Management, Financial Reporting, Divestitures, Treasury Management, ERP, Financial Modeling, Accounting, Strategic Financial..., Due Diligence, Budgets, Corporate Finance, Business Process..., Cash Flow Forecasting, Executive Management, Financial Forecasting, General Ledger, Acquisitions, Auditing, Tax, Private Equity, M&A experience, Financial Audits, Analysis, Business Valuation, Consolidation, P&L Management, Financial Accounting, US GAAP, Turn Around Management
Education
St. John Fisher College 1989 — 1993
BS, Accounting
Linda Louie's Coopers & Lybrand Experience 1991 - 1997
Job Global Corporate and Investment Banking Global Market Data
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 1998 - December 2008
Coopers & Lybrand 1991 - 1997
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Capital Markets, Business Process..., Business Analysis, Financial Services, Vendor Management, Change Management, Project Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 1998 - December 2008
Coopers & Lybrand 1991 - 1997
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Capital Markets, Business Process..., Business Analysis, Financial Services, Vendor Management, Change Management, Project Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS
Mike Urban's Coopers & Lybrand Experience September 1988 - June 1998
Job SVP Sales FInance at Pinnacle Foods
Industry Food Production
Experience
Pinnacle Foods February 2015 - Present
Pinnacle Foods February 2010 - February 2015
pinnacle foods March 2004 - February 2010
Pharmacia Corporation 2001 - 2003
international home foods inc February 1999 - March 2001
PricewaterhouseCoopers, LLP July 1998 - February 1999
Coopers & Lybrand September 1988 - June 1998
Education
Syracuse University 1984 — 1988
BS, Accounting
Pinnacle Foods February 2015 - Present
Pinnacle Foods February 2010 - February 2015
pinnacle foods March 2004 - February 2010
Pharmacia Corporation 2001 - 2003
international home foods inc February 1999 - March 2001
PricewaterhouseCoopers, LLP July 1998 - February 1999
Coopers & Lybrand September 1988 - June 1998
Education
Syracuse University 1984 — 1988
BS, Accounting
Rick Thurman's Coopers & Lybrand Experience 1989 - 1992
Job Field Director & Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2003 - Present
Dow Jones 1995 - 2002
Continental Airlines 1992 - 1992
Coopers & Lybrand 1989 - 1992
Texas Eastern 1986 - 1989
Education
University of Houston, C.T. Bauer College of Business 1986 — 1989
MBA, Finance & International Business
Texas A&M University 1980 — 1985
BS, Civil Engineering
Northwestern Mutual January 2003 - Present
Dow Jones 1995 - 2002
Continental Airlines 1992 - 1992
Coopers & Lybrand 1989 - 1992
Texas Eastern 1986 - 1989
Education
University of Houston, C.T. Bauer College of Business 1986 — 1989
MBA, Finance & International Business
Texas A&M University 1980 — 1985
BS, Civil Engineering
Brian Simchik's Coopers & Lybrand Experience 1980 - 1993
Job CFO at Oneida Molded Plastics, LLC
Industry Plastics
Experience
Oneida Molded Plastics, LLC June 2013 - Present
Advanced Composite Structures November 2011 - June 2013
Results Weight Loss, Inc. 2008 - 2011
Diemolding Corp. 2005 - 2008
Everest VIT / Welch-Allyn 2004 - 2005
DHD Healthcare Corp 2001 - 2004
Support Services Alliance 1993 - 2001
Coopers & Lybrand 1980 - 1993
Skills
Accounting, Financial Analysis, Auditing, Budgeting, Strategic Planning, Budgets, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Financial Reporting, Corporate Finance, GAAP, Financial Modeling, Process Improvement, Financial Planning, Management, Leadership, Finance
Education
SUNY Oswego 1976 — 1980
BS, Accounting
Oneida Molded Plastics, LLC June 2013 - Present
Advanced Composite Structures November 2011 - June 2013
Results Weight Loss, Inc. 2008 - 2011
Diemolding Corp. 2005 - 2008
Everest VIT / Welch-Allyn 2004 - 2005
DHD Healthcare Corp 2001 - 2004
Support Services Alliance 1993 - 2001
Coopers & Lybrand 1980 - 1993
Skills
Accounting, Financial Analysis, Auditing, Budgeting, Strategic Planning, Budgets, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Financial Reporting, Corporate Finance, GAAP, Financial Modeling, Process Improvement, Financial Planning, Management, Leadership, Finance
Education
SUNY Oswego 1976 — 1980
BS, Accounting
Janie Cobun's Coopers & Lybrand Experience 1978 - 1981
Job Selfemployed CPA
Industry Accounting
Experience
Lawton Group LLC January 2012 - August 2013
Ross Kerby & Associates August 1998 - December 2011
Carl Heintz CPA 1995 - 1997
Ernst & Whinney 1981 - 1985
Coopers & Lybrand 1978 - 1981
Skills
Financial Reporting, Income Tax, Tax, Accounting, Tax Preparation, Small Business, Payroll Taxes, Budgets, Financial Statements, Auditing, CPA, Fixed Assets, General Ledger, Cash Flow, Account Reconciliation, GAAP, Financial Analysis, Sales Tax, US GAAP, Financial Planners, Accruals, Peachtree, Revenue Recognition, Finance, Tax Accounting, Accountants, QuickBooks, Tax Research, Preparation, Tax Returns, Partnership Taxation, State Tax, Payroll, Corporate Tax
Education
Old Dominion University - College of Business and Public Administration 1977 — 1978
B.S. in Business Administration, Accounting
University of Iowa - Henry B. Tippie College of Business 1975 — 1977
Lawton Group LLC January 2012 - August 2013
Ross Kerby & Associates August 1998 - December 2011
Carl Heintz CPA 1995 - 1997
Ernst & Whinney 1981 - 1985
Coopers & Lybrand 1978 - 1981
Skills
Financial Reporting, Income Tax, Tax, Accounting, Tax Preparation, Small Business, Payroll Taxes, Budgets, Financial Statements, Auditing, CPA, Fixed Assets, General Ledger, Cash Flow, Account Reconciliation, GAAP, Financial Analysis, Sales Tax, US GAAP, Financial Planners, Accruals, Peachtree, Revenue Recognition, Finance, Tax Accounting, Accountants, QuickBooks, Tax Research, Preparation, Tax Returns, Partnership Taxation, State Tax, Payroll, Corporate Tax
Education
Old Dominion University - College of Business and Public Administration 1977 — 1978
B.S. in Business Administration, Accounting
University of Iowa - Henry B. Tippie College of Business 1975 — 1977
Stacy Boari's Coopers & Lybrand Experience July 1983 - July 1986
Job Office Assistant at Town of North Attleboro
Industry Government Administration
Experience
Town of North Attleboro June 2007 - Present
WestPoint Home September 2006 - June 2007
Wellington Management July 1986 - January 1991
Coopers & Lybrand July 1983 - July 1986
Education
Stonehill College 1979 — 1983
BSBA, Accounting
Town of North Attleboro June 2007 - Present
WestPoint Home September 2006 - June 2007
Wellington Management July 1986 - January 1991
Coopers & Lybrand July 1983 - July 1986
Education
Stonehill College 1979 — 1983
BSBA, Accounting
Lisa Spriggs, CPA's Coopers & Lybrand Experience August 1988 - July 1993
Job Executive Director, Administrative Services, Seminole County Sheriff's Office
Industry Government Administration
Experience
Seminole County Sheriff's Office October 2012 - Present
Seminole County Government September 2003 - October 2012
City of Deltona, Florida June 1997 - August 2003
Wynn, Dexter, & Sampey, P.A. August 1993 - May 1997
Coopers & Lybrand August 1988 - July 1993
Skills
Auditing, Government, Policy, Budgets, Local Government, Process Improvement, Strategic Planning, Nonprofits, Analysis, Administration, Managerial Finance, Leadership Development, Team Building, Leadership, Program Management, Organizational...
Education
Stetson University 1984 — 1988
Bachelor's degree + Graduate School, Major: Accounting, Minor: Business Information Systems
Seminole County Sheriff's Office October 2012 - Present
Seminole County Government September 2003 - October 2012
City of Deltona, Florida June 1997 - August 2003
Wynn, Dexter, & Sampey, P.A. August 1993 - May 1997
Coopers & Lybrand August 1988 - July 1993
Skills
Auditing, Government, Policy, Budgets, Local Government, Process Improvement, Strategic Planning, Nonprofits, Analysis, Administration, Managerial Finance, Leadership Development, Team Building, Leadership, Program Management, Organizational...
Education
Stetson University 1984 — 1988
Bachelor's degree + Graduate School, Major: Accounting, Minor: Business Information Systems
Cindy Wait's Coopers & Lybrand Experience June 1993 - August 1995
Job Marketing & Client Service
Industry Marketing and Advertising
Experience
DiFelice Development, Inc. June 2011 - Present
University of Rochester Medical Center September 2006 - June 2011
Washington Grove Associates May 2006 - June 2008
Saatchi & Saatchi February 1995 - May 2006
Coopers & Lybrand June 1993 - August 1995
Skills
Direct Marketing, Marketing Communications, Marketing Strategy, Brand Management, Digital Marketing, Advertising, Social Media Marketing, Market Research, Online Advertising, Direct Mail, Marketing, Marketing Management, Project Management, CRM, Newsletters
Education
St. Lawrence University 1989 — 1993
BS, Economics/Psychology
Pal-Mac
DiFelice Development, Inc. June 2011 - Present
University of Rochester Medical Center September 2006 - June 2011
Washington Grove Associates May 2006 - June 2008
Saatchi & Saatchi February 1995 - May 2006
Coopers & Lybrand June 1993 - August 1995
Skills
Direct Marketing, Marketing Communications, Marketing Strategy, Brand Management, Digital Marketing, Advertising, Social Media Marketing, Market Research, Online Advertising, Direct Mail, Marketing, Marketing Management, Project Management, CRM, Newsletters
Education
St. Lawrence University 1989 — 1993
BS, Economics/Psychology
Pal-Mac
Jeanette Griffin's Coopers & Lybrand Experience 1987 - 1989
Job Senior Vice Presidnet at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Wachovia Securities 1989 - 2008
First Union National Bank 2003 - 2005
First Union National Bank 2001 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank 1993 - 1996
First Fidelity Bank Leasing Group 1989 - 1993
Coopers & Lybrand 1987 - 1989
Education
Temple University 1993 — 1996
MBA
University of Delaware 1982 — 1986
BS, Accounting
Wells Fargo Bank 2009 - Present
Wachovia Securities 1989 - 2008
First Union National Bank 2003 - 2005
First Union National Bank 2001 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank 1993 - 1996
First Fidelity Bank Leasing Group 1989 - 1993
Coopers & Lybrand 1987 - 1989
Education
Temple University 1993 — 1996
MBA
University of Delaware 1982 — 1986
BS, Accounting
Linda Bjork's Coopers & Lybrand Experience September 1987 - February 1996
Job Casualty Treaty Underwriter
Industry Insurance
Experience
Munich Re March 1998 - Present
Ernst & Young February 1996 - February 1998
Coopers & Lybrand September 1987 - February 1996
Skills
FCAS, MAAA, CERA
Education
State University of New York College at Geneseo 1983 — 1987
BA, Mathematics
Munich Re March 1998 - Present
Ernst & Young February 1996 - February 1998
Coopers & Lybrand September 1987 - February 1996
Skills
FCAS, MAAA, CERA
Education
State University of New York College at Geneseo 1983 — 1987
BA, Mathematics
Sandy Quinlan's Coopers & Lybrand Experience July 1990 - October 1994
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte Consulting October 1994 - Present
Coopers & Lybrand July 1990 - October 1994
Skills
Management Consulting, Risk Management, Mergers, Process Improvement, Business Analysis, Technology Evaluation, Technology..., Operations Management, Operational Excellence, Financial Services
Education
Stevens Institute of Technology 2000 — 2005
M.S., Management Information Systems
Stevens Institute of Technology 1986 — 1990
BS, Technology Management
Deloitte Consulting October 1994 - Present
Coopers & Lybrand July 1990 - October 1994
Skills
Management Consulting, Risk Management, Mergers, Process Improvement, Business Analysis, Technology Evaluation, Technology..., Operations Management, Operational Excellence, Financial Services
Education
Stevens Institute of Technology 2000 — 2005
M.S., Management Information Systems
Stevens Institute of Technology 1986 — 1990
BS, Technology Management
George Wiederaenders's Coopers & Lybrand Experience July 1967 - December 1978
Job Owner, Wiederaenders, Inc. P.C.
Industry Accounting
Experience
Wiederaenders, Inc. P.C. January 1979 - Present
Pathway Church & School 2005 - 2015
Coopers & Lybrand July 1967 - December 1978
Skills
Year-end Close, Monthly Close, Microsoft Excel, Payroll Taxes, Journal Entries, Tax Preparation, Lacerte, Tax, Auditing, Accounting, Tax Returns, Small Business, Sales Tax
Education
Texas A&M University 1959 — 1963
BBA, Accounting
Vernon High School
Wiederaenders, Inc. P.C. January 1979 - Present
Pathway Church & School 2005 - 2015
Coopers & Lybrand July 1967 - December 1978
Skills
Year-end Close, Monthly Close, Microsoft Excel, Payroll Taxes, Journal Entries, Tax Preparation, Lacerte, Tax, Auditing, Accounting, Tax Returns, Small Business, Sales Tax
Education
Texas A&M University 1959 — 1963
BBA, Accounting
Vernon High School
Karen G. Davidson, CRE, MAI's Coopers & Lybrand Experience 1998 - 1998
Job President, Davidson & Associates
Industry Real Estate
Experience
Davidson & Associates January 1990 - Present
UCLA Extension January 2006 - Present
KLM Realty Advisors January 2006 - December 2012
PricewaterhouseCoopers 1998 - 1998
Coopers & Lybrand 1998 - 1998
Landauer Associates 1997 - 1998
Real Estate Research Corporation 1988 - 1988
Laventhol & Horwath 1985 - 1988
Skills
Commercial Real Estate..., Appraisal, Underwriting, Argus Modeling, Feasibility Studies, Financial Analysis, Preservation Easements, Real Estate, Appraisals, Real Estate Development, Due Diligence, Property Management, Leases, Real Estate Transactions, Real Estate Economics, Investment Properties, Commercial Real Estate, Asset Management, Valuation, Property, REO, Real Estate Financing, Sellers, Portfolio Management, Investments, Brokerage, Residential Homes, Investors, Disposition, Finance, Financial Modeling, Mortgage Lending, Market Analysis, Management, Private Equity, Small Business, Mergers & Acquisitions, Consulting, Negotiation, Entrepreneurship, Business Valuation, Contract Negotiation, Executive Management, Loans, Dispositions
Education
Texas A&M University 1982 — 1983
Masters, Land Economics and Real Estate
Texas A&M University 1979 — 1981
Bachelor of Science, Agricultural Economics
Davidson & Associates January 1990 - Present
UCLA Extension January 2006 - Present
KLM Realty Advisors January 2006 - December 2012
PricewaterhouseCoopers 1998 - 1998
Coopers & Lybrand 1998 - 1998
Landauer Associates 1997 - 1998
Real Estate Research Corporation 1988 - 1988
Laventhol & Horwath 1985 - 1988
Skills
Commercial Real Estate..., Appraisal, Underwriting, Argus Modeling, Feasibility Studies, Financial Analysis, Preservation Easements, Real Estate, Appraisals, Real Estate Development, Due Diligence, Property Management, Leases, Real Estate Transactions, Real Estate Economics, Investment Properties, Commercial Real Estate, Asset Management, Valuation, Property, REO, Real Estate Financing, Sellers, Portfolio Management, Investments, Brokerage, Residential Homes, Investors, Disposition, Finance, Financial Modeling, Mortgage Lending, Market Analysis, Management, Private Equity, Small Business, Mergers & Acquisitions, Consulting, Negotiation, Entrepreneurship, Business Valuation, Contract Negotiation, Executive Management, Loans, Dispositions
Education
Texas A&M University 1982 — 1983
Masters, Land Economics and Real Estate
Texas A&M University 1979 — 1981
Bachelor of Science, Agricultural Economics
Brad April's Coopers & Lybrand Experience September 1977 - September 1979
Job President at April Printing Co., Inc.
Industry Public Relations and Communications
Experience
April Printing Co., Inc. September 1979 - Present
Coopers & Lybrand September 1977 - September 1979
Skills
Marketing Strategy, Social Media, Public Relations, Negotiation, Advertising, Management, Strategic Planning, Budgets, Marketing Communications, Leadership, Customer Service, Social Media Marketing, Fundraising, Entrepreneurship, Event Management, Strategy, Online Marketing, Start-ups, Online Advertising, New Business Development, Social Networking, Strategic Partnerships, Marketing, Business Development, Email Marketing, Business Strategy, Lead Generation, Direct Marketing
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Business
State University of New York College at Cortland 1971 — 1975
BA, Economics, Magna Cum Laude
Stuyvesant High School 1968 — 1971
April Printing Co., Inc. September 1979 - Present
Coopers & Lybrand September 1977 - September 1979
Skills
Marketing Strategy, Social Media, Public Relations, Negotiation, Advertising, Management, Strategic Planning, Budgets, Marketing Communications, Leadership, Customer Service, Social Media Marketing, Fundraising, Entrepreneurship, Event Management, Strategy, Online Marketing, Start-ups, Online Advertising, New Business Development, Social Networking, Strategic Partnerships, Marketing, Business Development, Email Marketing, Business Strategy, Lead Generation, Direct Marketing
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Business
State University of New York College at Cortland 1971 — 1975
BA, Economics, Magna Cum Laude
Stuyvesant High School 1968 — 1971
Charles Klein's Coopers & Lybrand Experience 1980 - 1983
Job Owner, Charles F. Klein, CPA
Industry Accounting
Experience
Charles F. Klein, CPA October 1990 - Present
Romac International September 1988 - September 1990
Isdaner & Company, LLC May 1983 - September 1988
Coopers & Lybrand 1980 - 1983
Skills
Tax, Accounting, Small Business, Financial Planning, Financial Analysis, Financial Reporting, Audit, Tax Preparation, Quickbooks, Corporate Tax, Financial Accounting, Tax Compliance, Auditing, Start-ups, Income Tax, Tax Returns, QuickBooks, Strategic Financial..., Estate Planning, Bookkeeping, Cash Flow, General Ledger, Managerial Finance, Business Valuation, Finance, Cost Accounting, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Payroll, Cash Management, Financial Planners, Sales Tax, Business Planning, Tax Accounting, High Net Worth..., Partnership Taxation, Trusts, Forensic Accounting, Accountants, S Corporations, IRS, Tax Advisory, Tax Research, GAAP, CPA, Financial Advisory, Financial Statements, Preparation
Education
Temple University - Fox School of Business and Management 1976 — 1980
BBA, ACCOUNTING
Central High School - Phila, PA 1972 — 1976
Charles F. Klein, CPA October 1990 - Present
Romac International September 1988 - September 1990
Isdaner & Company, LLC May 1983 - September 1988
Coopers & Lybrand 1980 - 1983
Skills
Tax, Accounting, Small Business, Financial Planning, Financial Analysis, Financial Reporting, Audit, Tax Preparation, Quickbooks, Corporate Tax, Financial Accounting, Tax Compliance, Auditing, Start-ups, Income Tax, Tax Returns, QuickBooks, Strategic Financial..., Estate Planning, Bookkeeping, Cash Flow, General Ledger, Managerial Finance, Business Valuation, Finance, Cost Accounting, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Payroll, Cash Management, Financial Planners, Sales Tax, Business Planning, Tax Accounting, High Net Worth..., Partnership Taxation, Trusts, Forensic Accounting, Accountants, S Corporations, IRS, Tax Advisory, Tax Research, GAAP, CPA, Financial Advisory, Financial Statements, Preparation
Education
Temple University - Fox School of Business and Management 1976 — 1980
BBA, ACCOUNTING
Central High School - Phila, PA 1972 — 1976
Nick Roman's Coopers & Lybrand Experience 1990 - 1992
Job Vice President Controller
Industry Accounting
Experience
Trinity CO2 Investments December 2010 - Present
Basic Energy Services 2004 - 2007
Elms, Faris & Company 2002 - 2004
BDO Seidman, LLP 1999 - 2002
Pannell Kerr Forster of Texas 1992 - 1999
Coopers & Lybrand 1990 - 1992
Skills
Accounting Operations, Financial Reporting, SEC Reporting and..., Sarbanes-Oxley, Financial Auditing, Budgeting and..., Business Transactional..., Recruiting and Training, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Accounting, Finance, Auditing, Financial Audits, Consolidation, IPO, Internal Audit, CPA, Internal Controls, External Audit, Financial Analysis, SEC filings, Budgets, General Ledger, Forecasting, Leadership, Recruiting, Financial Statements, Management
Education
Texas A&M University 1987 — 1989
BBA, Accounting
Trinity CO2 Investments December 2010 - Present
Basic Energy Services 2004 - 2007
Elms, Faris & Company 2002 - 2004
BDO Seidman, LLP 1999 - 2002
Pannell Kerr Forster of Texas 1992 - 1999
Coopers & Lybrand 1990 - 1992
Skills
Accounting Operations, Financial Reporting, SEC Reporting and..., Sarbanes-Oxley, Financial Auditing, Budgeting and..., Business Transactional..., Recruiting and Training, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Accounting, Finance, Auditing, Financial Audits, Consolidation, IPO, Internal Audit, CPA, Internal Controls, External Audit, Financial Analysis, SEC filings, Budgets, General Ledger, Forecasting, Leadership, Recruiting, Financial Statements, Management
Education
Texas A&M University 1987 — 1989
BBA, Accounting
Dennis Breen's Coopers & Lybrand Experience 1995 - 1997
Job Senior Partner at Source 1 Healthcare Solutions
Industry Hospital & Health Care
Experience
Source 1 HealthCare Solutions May 2004 - Present
Sunstone Health Care Consulting 2004 - 2005
CBIZ KA Consulting 2002 - 2004
CGI 1997 - 2002
Coopers & Lybrand 1995 - 1997
Hagan Consulting Group 1993 - 1996
Skills
Healthcare, Managed Care, Medical Coding, Medicare, Healthcare Consulting, Hospitals, Physicians, Analysis
Education
Holy Family
Saint John
St. Francis University
BS, Business Management
Source 1 HealthCare Solutions May 2004 - Present
Sunstone Health Care Consulting 2004 - 2005
CBIZ KA Consulting 2002 - 2004
CGI 1997 - 2002
Coopers & Lybrand 1995 - 1997
Hagan Consulting Group 1993 - 1996
Skills
Healthcare, Managed Care, Medical Coding, Medicare, Healthcare Consulting, Hospitals, Physicians, Analysis
Education
Holy Family
Saint John
St. Francis University
BS, Business Management
Marty Collins's Coopers & Lybrand Experience July 1997 - July 1998
Job Vice President, Chief of Legal Operations, Global Legal Organization at ColgatePalmolive Company
Industry Consumer Goods
Experience
Colgate Palmolive May 2013 - Present
Colgate Palmolive September 2004 - May 2013
Mellon HR Solutions January 2002 - June 2004
Unifi January 2001 - December 2001
PricewaterhouseCoopers July 1998 - December 2000
Coopers & Lybrand July 1997 - July 1998
Kwasha Lipton August 1984 - July 1997
Skills
Strategy, Management, Performance Management, Deferred Compensation, Change Management, Employee Benefits, Talent Management, Strategic Planning, HRIS, Succession Planning, Recruiting, Vendor Relationship..., People Management, Financial Planning
Education
Stony Brook University 1982 — 1984
BS, Mathematics
Forham University 1980 — 1982
Mathematics
Colgate Palmolive May 2013 - Present
Colgate Palmolive September 2004 - May 2013
Mellon HR Solutions January 2002 - June 2004
Unifi January 2001 - December 2001
PricewaterhouseCoopers July 1998 - December 2000
Coopers & Lybrand July 1997 - July 1998
Kwasha Lipton August 1984 - July 1997
Skills
Strategy, Management, Performance Management, Deferred Compensation, Change Management, Employee Benefits, Talent Management, Strategic Planning, HRIS, Succession Planning, Recruiting, Vendor Relationship..., People Management, Financial Planning
Education
Stony Brook University 1982 — 1984
BS, Mathematics
Forham University 1980 — 1982
Mathematics
Kim Chiu's Coopers & Lybrand Experience 1997 - 1998
Job Sr. Director, Financial Planning & Analysis
Industry Computer Software
Experience
MarkLogic August 2009 - Present
SiRF Technology March 2007 - August 2009
Verigy Ltd. (Agilent Technologies) August 2005 - March 2007
BH Equity Research 1998 - 2003
Coopers & Lybrand 1997 - 1998
Skills
SEC filings, Business Development, Strategic Planning, Accounting, Leadership, Project Management, Financial Reporting, Business Intelligence, ERP, Analytics, Valuation, New Business Development, Financial Modeling, Financial Analysis, Mergers, Acquisitions, Due Diligence, Professional Services, Venture Capital, Hedge Funds, Arbitrage, Business Strategy, Strategic Financial...
Education
Stanford University
BA, Economics and Psychology
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
MarkLogic August 2009 - Present
SiRF Technology March 2007 - August 2009
Verigy Ltd. (Agilent Technologies) August 2005 - March 2007
BH Equity Research 1998 - 2003
Coopers & Lybrand 1997 - 1998
Skills
SEC filings, Business Development, Strategic Planning, Accounting, Leadership, Project Management, Financial Reporting, Business Intelligence, ERP, Analytics, Valuation, New Business Development, Financial Modeling, Financial Analysis, Mergers, Acquisitions, Due Diligence, Professional Services, Venture Capital, Hedge Funds, Arbitrage, Business Strategy, Strategic Financial...
Education
Stanford University
BA, Economics and Psychology
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Paul Koski's Coopers & Lybrand Experience 1992 - 1995
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1995 - Present
Coopers & Lybrand 1992 - 1995
Skills
Asset Management, Business Analysis, Business Analytics, Business Performance..., Business Process..., Competitive Analysis, Executive Reporting, Expense Management, Financial Services, Management, Management Consulting, Operations Management, Performance Measurement, Performance Metrics, Portfolio Performance..., Process Improvement, Product Development, Project Management, Risk Management
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Industrial Engineering
Morgan Stanley 1995 - Present
Coopers & Lybrand 1992 - 1995
Skills
Asset Management, Business Analysis, Business Analytics, Business Performance..., Business Process..., Competitive Analysis, Executive Reporting, Expense Management, Financial Services, Management, Management Consulting, Operations Management, Performance Measurement, Performance Metrics, Portfolio Performance..., Process Improvement, Product Development, Project Management, Risk Management
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Industrial Engineering
Joy Milne's Coopers & Lybrand Experience September 1988 - March 1991
Job Controller at Blasch Precision Ceramics
Industry Accounting
Experience
Blasch Precision Ceramics January 2014 - Present
Noble Gas Solutions November 2010 - November 2013
AWESCO - Albany Welding Supply April 2009 - November 2010
Canyon Ranch March 2005 - February 2010
FairPoint Communications January 1995 - March 2005
FairPoint Communications December 1993 - December 1995
taconic telephone March 1991 - December 1993
Coopers & Lybrand September 1988 - March 1991
Skills
Analysis, Strategy, Auditing, Internal Controls, Finance, Marketing, GAAP, Customer Service, Policy
Education
State University of New York College at Oswego 1985 — 1988
BS, Accounting/ English Minor
Blasch Precision Ceramics January 2014 - Present
Noble Gas Solutions November 2010 - November 2013
AWESCO - Albany Welding Supply April 2009 - November 2010
Canyon Ranch March 2005 - February 2010
FairPoint Communications January 1995 - March 2005
FairPoint Communications December 1993 - December 1995
taconic telephone March 1991 - December 1993
Coopers & Lybrand September 1988 - March 1991
Skills
Analysis, Strategy, Auditing, Internal Controls, Finance, Marketing, GAAP, Customer Service, Policy
Education
State University of New York College at Oswego 1985 — 1988
BS, Accounting/ English Minor
Julie Cleary's Coopers & Lybrand Experience 1982 - 1985
Job Business Process Analyst at AmphenolTCS
Industry Electrical/Electronic Manufacturing
Experience
Amphenol-TCS Business Process AnalystTeradyne1995 - 2009
Teradyne Connection Systems 1988 - 1995
Teradyne Connection Systems 1985 - 1988
Coopers & Lybrand 1982 - 1985
Skills
Cross-functional Team..., Continuous Improvement, TQM, SPC, Six Sigma, Process Improvement, Budgets, MRP, Manufacturing, Program Management, Materials Management, Lean Manufacturing, Supply Chain Management
Education
Southern New Hampshire University 1980 — 1982
BS, Accounting
Amphenol-TCS Business Process AnalystTeradyne1995 - 2009
Teradyne Connection Systems 1988 - 1995
Teradyne Connection Systems 1985 - 1988
Coopers & Lybrand 1982 - 1985
Skills
Cross-functional Team..., Continuous Improvement, TQM, SPC, Six Sigma, Process Improvement, Budgets, MRP, Manufacturing, Program Management, Materials Management, Lean Manufacturing, Supply Chain Management
Education
Southern New Hampshire University 1980 — 1982
BS, Accounting
Brian Goebel's Coopers & Lybrand Experience July 1989 - January 1997
Job Vice President, Chief Accounting Officer at Republic Services Inc
Industry Accounting
Experience
Republic Services Inc July 2009 - Present
Waste Services Inc October 2003 - May 2009
ANC Rental Corporation January 2000 - October 2003
AutoNation January 1997 - January 2000
Coopers & Lybrand July 1989 - January 1997
Skills
Retail, Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, GAAP, Internal Controls, Auditing, Forecasting, Financial Analysis, Mergers, Due Diligence, Cash Flow, Budgets, Cash Management, Internal Audit, Cash Flow Forecasting, Revenue Recognition, Financial Modeling, Financial Statements, General Ledger, Tax, Managerial Finance, Finance, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Process Improvement, CPA, Consolidation, Financial Accounting, Variance Analysis, Financial Audits, Acquisition Integration, Accounts Receivable, Cost Accounting, Accounts Payable, SEC Filings
Education
Susquehanna University 1985 — 1989
BS, Accounting
Republic Services Inc July 2009 - Present
Waste Services Inc October 2003 - May 2009
ANC Rental Corporation January 2000 - October 2003
AutoNation January 1997 - January 2000
Coopers & Lybrand July 1989 - January 1997
Skills
Retail, Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, GAAP, Internal Controls, Auditing, Forecasting, Financial Analysis, Mergers, Due Diligence, Cash Flow, Budgets, Cash Management, Internal Audit, Cash Flow Forecasting, Revenue Recognition, Financial Modeling, Financial Statements, General Ledger, Tax, Managerial Finance, Finance, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Process Improvement, CPA, Consolidation, Financial Accounting, Variance Analysis, Financial Audits, Acquisition Integration, Accounts Receivable, Cost Accounting, Accounts Payable, SEC Filings
Education
Susquehanna University 1985 — 1989
BS, Accounting
Greg Hotchkiss's Coopers & Lybrand Experience 1992 - 1995
Job CFO at Hotchkiss Insurance Agency, LLC
Industry Insurance
Experience
Hotchkiss Insurance Agency, LLC 2004 - Present
McLane Foodservice Distribution 2000 - 2004
PepsiCo 1995 - 2000
Coopers & Lybrand 1992 - 1995
Skills
Insurance
Education
Texas A&M University 1988 — 1992
BBA, Accounting
Hotchkiss Insurance Agency, LLC 2004 - Present
McLane Foodservice Distribution 2000 - 2004
PepsiCo 1995 - 2000
Coopers & Lybrand 1992 - 1995
Skills
Insurance
Education
Texas A&M University 1988 — 1992
BBA, Accounting
Tony Lemmo's Coopers & Lybrand Experience March 1981 - 1984
Job Emergency Management Professional
Industry Government Administration
Experience
Department of Revenue April 2005 - January 2014
Florida State Emergency Response Team January 2009 - March 2012
Florida Department of Children And Families June 1997 - February 2005
Florida Department of Children & Families October 1992 - April 1995
Independant Consultant (Self-employed) January 1983 - August 1987
Premier Cruise Line January 1985 - January 1987
COOPers & Lybrand March 1981 - 1984
Skills
Emergency Management, Business Continuity, Preparedness, Homeland Security, NIMS, Government, Exercises, Policy, Crisis Management, Weapons of Mass..., Emergency Services, Incident Command, Public Safety, Supervisory Skills, Enforcement, Counterterrorism, Investigation, Criminal Justice, Disaster Recovery, Disaster Response, Private Investigations, Command, Security Clearance, Hazardous Materials, First Responder, Local Government, Rescue, Grants, Security Management, Emergency Planning, Firefighting, Risk Assessment, Physical Security, Employee Training, Program Management, Police
Education
university of buffalo 1973 — 1975
MS Management
State University of New York at Buffalo - School of Management 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
University at Buffalo 1970 — 1975
BS, Management
Department of Revenue April 2005 - January 2014
Florida State Emergency Response Team January 2009 - March 2012
Florida Department of Children And Families June 1997 - February 2005
Florida Department of Children & Families October 1992 - April 1995
Independant Consultant (Self-employed) January 1983 - August 1987
Premier Cruise Line January 1985 - January 1987
COOPers & Lybrand March 1981 - 1984
Skills
Emergency Management, Business Continuity, Preparedness, Homeland Security, NIMS, Government, Exercises, Policy, Crisis Management, Weapons of Mass..., Emergency Services, Incident Command, Public Safety, Supervisory Skills, Enforcement, Counterterrorism, Investigation, Criminal Justice, Disaster Recovery, Disaster Response, Private Investigations, Command, Security Clearance, Hazardous Materials, First Responder, Local Government, Rescue, Grants, Security Management, Emergency Planning, Firefighting, Risk Assessment, Physical Security, Employee Training, Program Management, Police
Education
university of buffalo 1973 — 1975
MS Management
State University of New York at Buffalo - School of Management 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
University at Buffalo 1970 — 1975
BS, Management
Ani Chatmajian's Coopers & Lybrand Experience 1984 - 2000
Job Principal Defined Benefits Solution Leader at Mercer
Industry Human Resources
Experience
Mercer October 2013 - Present
Fidelity Investments 2008 - August 2013
ACS 2005 - 2008
Mellon Financial 2002 - 2005
PricewaterhouseCoopers 2000 - 2001
Coopers & Lybrand 1984 - 2000
Buck Consultants 1981 - 1984
Skills
Vendor Management, PMO, Outsourcing, Business Analysis, Project Management, SDLC, Process Improvement, Six Sigma, Change Management, Business Process..., Resource Management, Management, Project Portfolio..., PMP, Software Project...
Education
Stevens Institute of Technology 1981 — 1984
MS, Computer Science
Mercer October 2013 - Present
Fidelity Investments 2008 - August 2013
ACS 2005 - 2008
Mellon Financial 2002 - 2005
PricewaterhouseCoopers 2000 - 2001
Coopers & Lybrand 1984 - 2000
Buck Consultants 1981 - 1984
Skills
Vendor Management, PMO, Outsourcing, Business Analysis, Project Management, SDLC, Process Improvement, Six Sigma, Change Management, Business Process..., Resource Management, Management, Project Portfolio..., PMP, Software Project...
Education
Stevens Institute of Technology 1981 — 1984
MS, Computer Science
Carol Ann Surette's Coopers & Lybrand Experience 1980 - 1983
Job at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Bank of America 2005 - 2008
Bank of America 2002 - 2005
RHI Management Resources 2001 - 2002
First Data Investor Services Group 1997 - 2000
Liberty Financial Companies 1983 - 1996
Coopers & Lybrand 1980 - 1983
Education
Suffolk University 1975 — 1979
BS, Accounting & Finance
Bank of America July 2010 - Present
Bank of America 2005 - 2008
Bank of America 2002 - 2005
RHI Management Resources 2001 - 2002
First Data Investor Services Group 1997 - 2000
Liberty Financial Companies 1983 - 1996
Coopers & Lybrand 1980 - 1983
Education
Suffolk University 1975 — 1979
BS, Accounting & Finance
Mary Lee Donovan's Coopers & Lybrand Experience 1982 - 1984
Job Tax Manager at Dufresne & Lekas LLC
Industry Accounting
Experience
Dufresne & Lekas LLC January 2013 - Present
James Dufresne CPA January 1999 - Present
Wang Labs 1983 - 1986
Coopers & Lybrand 1982 - 1984
Skills
Certified Public..., Tax Preparation, Income Tax, Tax, Accounting, Financial Accounting, Financial Reporting, Partnership Taxation, S Corporations, Tax Returns, Corporate Tax, GAAP, Tax Research, Private Companies, CPA, Balance Sheet, Corporate Tax Planning, Personal Tax Planning, QuickBooks, Tax Accounting, Accountants, Sales Tax, Finance, Management
Education
Southern NH University 1977 — 1980
Accounting
Southern New Hampshire University 1977 — 1980
Bachelor of Science, Accounting
Dufresne & Lekas LLC January 2013 - Present
James Dufresne CPA January 1999 - Present
Wang Labs 1983 - 1986
Coopers & Lybrand 1982 - 1984
Skills
Certified Public..., Tax Preparation, Income Tax, Tax, Accounting, Financial Accounting, Financial Reporting, Partnership Taxation, S Corporations, Tax Returns, Corporate Tax, GAAP, Tax Research, Private Companies, CPA, Balance Sheet, Corporate Tax Planning, Personal Tax Planning, QuickBooks, Tax Accounting, Accountants, Sales Tax, Finance, Management
Education
Southern NH University 1977 — 1980
Accounting
Southern New Hampshire University 1977 — 1980
Bachelor of Science, Accounting
John Milligan's Coopers & Lybrand Experience June 1975 - June 1984
Job Managing Principal at Milligan & Company, LLC
Industry Management Consulting
Experience
Milligan & Company, LLC June 1985 - Present
Coopers & Lybrand June 1975 - June 1984
US Navy December 1968 - September 1972
Skills
Tax, Accounting, Internal Controls, Management, CPA, Tax Preparation, Microsoft Office, GAAP, Auditing, Corporate Tax, Financial Reporting, Income Tax, Strategy, Assurance, Tax Returns, Due Diligence
Education
Temple University 1973 — 1975
Bachelor of Business Administration (BBA), Accounting
San Diego Mesa and San Diego City Colleges 1970 — 1972
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Milligan & Company, LLC June 1985 - Present
Coopers & Lybrand June 1975 - June 1984
US Navy December 1968 - September 1972
Skills
Tax, Accounting, Internal Controls, Management, CPA, Tax Preparation, Microsoft Office, GAAP, Auditing, Corporate Tax, Financial Reporting, Income Tax, Strategy, Assurance, Tax Returns, Due Diligence
Education
Temple University 1973 — 1975
Bachelor of Business Administration (BBA), Accounting
San Diego Mesa and San Diego City Colleges 1970 — 1972
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Sharon Larsen's Coopers & Lybrand Experience 1991 - 1993
Job Retired
Industry Management Consulting
Experience
JC Jones & Associates RecruiterRobert Half Finance & Accounting2004 - 2004
Coopers & Lybrand 1991 - 1993
Education
St. John Fisher College 1989 — 1991
BS, Accounting
JC Jones & Associates RecruiterRobert Half Finance & Accounting2004 - 2004
Coopers & Lybrand 1991 - 1993
Education
St. John Fisher College 1989 — 1991
BS, Accounting
Elmer Nakao's Coopers & Lybrand Experience 1980 - 1983
Job Director of Finance at Halekulani Corporation
Industry Hospitality
Experience
Halekulani Corporation 2012 - Present
First Hawaiian Bank 2010 - 2012
Citigroup Japan Holdings 2008 - 2010
Nikko Citigroup 2005 - 2008
Nikko Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Salomon Brothers Inc. 1985 - 1997
Coopers & Lybrand 1980 - 1983
Skills
Wealth Management, Investment Banking, Securitization, Credit, Asset Managment, Series 7, Portfolio Management, Financial Modeling, Corporate Finance, Investments, Bloomberg, Credit Risk, Fixed Income, Asset Allocation, Risk Management, Market Risk, Capital Markets, Banking, Credit Derivatives, Structured Finance, Financial Analysis
Education
Stanford Graduate School of Business 1983 — 1985
MBA, Finance and International Business
University of Southern California 1978 — 1980
Bachelor of Science (BS), Accounting
Halekulani Corporation 2012 - Present
First Hawaiian Bank 2010 - 2012
Citigroup Japan Holdings 2008 - 2010
Nikko Citigroup 2005 - 2008
Nikko Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Salomon Brothers Inc. 1985 - 1997
Coopers & Lybrand 1980 - 1983
Skills
Wealth Management, Investment Banking, Securitization, Credit, Asset Managment, Series 7, Portfolio Management, Financial Modeling, Corporate Finance, Investments, Bloomberg, Credit Risk, Fixed Income, Asset Allocation, Risk Management, Market Risk, Capital Markets, Banking, Credit Derivatives, Structured Finance, Financial Analysis
Education
Stanford Graduate School of Business 1983 — 1985
MBA, Finance and International Business
University of Southern California 1978 — 1980
Bachelor of Science (BS), Accounting
David R. Behanna, CPA's Coopers & Lybrand Experience June 1981 - October 1985
Job President of DRB Consulting, Inc. Consultants, Inc.
Industry Accounting
Experience
Kaplan Management Consultants, Inc. January 2008 - Present
DRB Consulting, Inc September 1997 - Present
Windswept Environmental Group, Inc February 1995 - August 1997
David R. Behanna, CPA November 1985 - January 1995
Coopers & Lybrand June 1981 - October 1985
Education
State University of New York College at Plattsburgh 1976 — 1981
BS, Accounting
Kaplan Management Consultants, Inc. January 2008 - Present
DRB Consulting, Inc September 1997 - Present
Windswept Environmental Group, Inc February 1995 - August 1997
David R. Behanna, CPA November 1985 - January 1995
Coopers & Lybrand June 1981 - October 1985
Education
State University of New York College at Plattsburgh 1976 — 1981
BS, Accounting
Liz Ennis's Coopers & Lybrand Experience August 1991 - March 1994
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase August 2008 - Present
JPMorganChase 1994 - August 2008
Coopers & Lybrand August 1991 - March 1994
Skills
Financial Reporting, Financial Analysis, Budget Process, Process Improvement, Internal Controls, Banking, Strategic Planning, Leadership, Communication
Education
Texas A&M University 1988 — 1991
BBA, Accounting
JP Morgan Chase August 2008 - Present
JPMorganChase 1994 - August 2008
Coopers & Lybrand August 1991 - March 1994
Skills
Financial Reporting, Financial Analysis, Budget Process, Process Improvement, Internal Controls, Banking, Strategic Planning, Leadership, Communication
Education
Texas A&M University 1988 — 1991
BBA, Accounting
W. Dean Karrash's Coopers & Lybrand Experience 1983 - 1991
Job Principal and Portfolio Manager (CPA, CFP®) Burke Lawton Brewer & Burke/BLB&B Advisors
Industry Financial Services
Experience
Burke Lawton Brewer & Burke 2004 - Present
Walnut Asset Management, LLC 1990 - 2004
Lincoln Investment Planning, Inc. and The Rightime Family of Funds 1991 - 1999
Coopers & Lybrand 1983 - 1991
Skills
Portfolio Management, Financial Analysis, Strategic Planning, Value Investing, Mergers
Education
Temple University - Fox School of Business and Management 1994 — 1996
MBA, Executive MBA
Pennsylvania State University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Burke Lawton Brewer & Burke 2004 - Present
Walnut Asset Management, LLC 1990 - 2004
Lincoln Investment Planning, Inc. and The Rightime Family of Funds 1991 - 1999
Coopers & Lybrand 1983 - 1991
Skills
Portfolio Management, Financial Analysis, Strategic Planning, Value Investing, Mergers
Education
Temple University - Fox School of Business and Management 1994 — 1996
MBA, Executive MBA
Pennsylvania State University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Ron Kwasny's Coopers & Lybrand Experience September 1972 - September 1979
Job VP & Treasurer at Jockey International, Inc.
Industry Apparel & Fashion
Experience
Jockey International, Inc. September 1979 - Present
Coopers & Lybrand September 1972 - September 1979
Skills
CPA
Education
St. Joseph's College (IN) 1968 — 1972
Bachelor of Science (BS), Accounting
Jockey International, Inc. September 1979 - Present
Coopers & Lybrand September 1972 - September 1979
Skills
CPA
Education
St. Joseph's College (IN) 1968 — 1972
Bachelor of Science (BS), Accounting
Tina Sarris, CPA, CFCM's Coopers & Lybrand Experience July 1990 - October 1995
Job Finance and Contract Administration
Industry Accounting
Experience
ValueOptions, Inc. October 1996 - Present
Healthcare USA (Coventry Corp) November 1995 - September 1996
Coopers & Lybrand July 1990 - October 1995
Skills
Financial Analysis, Process Improvement, Medicare, Sarbanes-Oxley Act, Insurance, Internal Audit, Medicaid, Internal Controls, Healthcare, Mergers, Health Policy, Auditing, Managed Care, Government Contracting, Cost Accounting..., Government Contract..., Disclosure Statements, FAR compliance, NCMA, GSA Schedules, Federal Procurement, Accounting, Forecasting, Finance, GAAP, Policy, Financial Reporting, General Ledger, Managerial Finance, Employee Benefits, Payroll, Contract Management, HIPAA, Leadership, Financial Accounting, SEC Filings, Data Analysis, Budgets, Business Process..., Health Insurance, Executive Management, Due Diligence, Risk Management, External Audit, Financial Statements, Variance Analysis, Microsoft Excel, Behavioral Health, Cost Accounting, Financial Modeling
Education
Stetson University 1985 — 1990
BBA, Accounting
ValueOptions, Inc. October 1996 - Present
Healthcare USA (Coventry Corp) November 1995 - September 1996
Coopers & Lybrand July 1990 - October 1995
Skills
Financial Analysis, Process Improvement, Medicare, Sarbanes-Oxley Act, Insurance, Internal Audit, Medicaid, Internal Controls, Healthcare, Mergers, Health Policy, Auditing, Managed Care, Government Contracting, Cost Accounting..., Government Contract..., Disclosure Statements, FAR compliance, NCMA, GSA Schedules, Federal Procurement, Accounting, Forecasting, Finance, GAAP, Policy, Financial Reporting, General Ledger, Managerial Finance, Employee Benefits, Payroll, Contract Management, HIPAA, Leadership, Financial Accounting, SEC Filings, Data Analysis, Budgets, Business Process..., Health Insurance, Executive Management, Due Diligence, Risk Management, External Audit, Financial Statements, Variance Analysis, Microsoft Excel, Behavioral Health, Cost Accounting, Financial Modeling
Education
Stetson University 1985 — 1990
BBA, Accounting
Lori McCutcheon's Coopers & Lybrand Experience 1990 - October 1996
Job Vice President at Hicks Holdings LLC
Industry Executive Office
Experience
Hicks Holdings LLC Controller - Becky Realty GroupThe Beck Group1996 - 2001
Coopers & Lybrand 1990 - October 1996
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Hicks Holdings LLC Controller - Becky Realty GroupThe Beck Group1996 - 2001
Coopers & Lybrand 1990 - October 1996
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Jeff Gustafson's Coopers & Lybrand Experience 1991 - 1994
Job PartTime CFO for Small Companies
Industry Financial Services
Experience
Self-Employed 2010 - Present
Vetrazzo 2006 - 2010
JP Morgan (Hambrecht & Quist) 1996 - 2006
Coopers & Lybrand 1991 - 1994
US Securities and Exchange Commission 1990 - 1991
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
University of California, Los Angeles 1986 — 1990
BA
Self-Employed 2010 - Present
Vetrazzo 2006 - 2010
JP Morgan (Hambrecht & Quist) 1996 - 2006
Coopers & Lybrand 1991 - 1994
US Securities and Exchange Commission 1990 - 1991
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
University of California, Los Angeles 1986 — 1990
BA
Joseph Canavan's Coopers & Lybrand Experience 1982 - 1986
Job Chief Financial Officer at BulwarkBay Investment Group LLC
Industry Investment Management
Experience
BulwarkBay Investment Group LLC 2011 - Present
CypressTree Investment Management Company, LLC 2003 - 2011
Investors Bank & Trust 2000 - 2001
State Street Research & Management Company 1986 - 2000
Coopers & Lybrand 1982 - 1986
Education
Syracuse University 1978 — 1982
B.S.
BulwarkBay Investment Group LLC 2011 - Present
CypressTree Investment Management Company, LLC 2003 - 2011
Investors Bank & Trust 2000 - 2001
State Street Research & Management Company 1986 - 2000
Coopers & Lybrand 1982 - 1986
Education
Syracuse University 1978 — 1982
B.S.
Will Wescott, CPA, MBA's Coopers & Lybrand Experience 1994 - 1995
Job Controller at Kaydon Corporation
Industry Machinery
Experience
Kaydon Corporation June 2013 - Present
Pneucleus Technologies LLC December 2012 - June 2013
Cobham Surveillance April 2008 - May 2012
Cobhm Surveillance April 2005 - April 2008
Parker Hannifin January 1998 - April 2005
Standex International January 1995 - January 1998
Coopers & Lybrand 1994 - 1995
Skills
• Certified Public..., • Budgeting and..., • Financial Statement..., • Operation and..., • Financial and..., • General Ledger..., • Compliance and Audit, • Problem Resolution, • Cost Accounting, • Facility Security, • Security Clearance –..., Internal Controls, Strategic Financial..., Budgets, Account Reconciliation, Auditing, Accounting, Analysis, Fixed Assets, Financial Audits, Accounts Payable, Financial Statements, Finance, Managerial Finance, Payroll, Continuous Improvement, Business Strategy, CPA, GAAP
Education
Southern New Hampshire University 1989 — 1992
MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1986
BS, business administration
Kaydon Corporation June 2013 - Present
Pneucleus Technologies LLC December 2012 - June 2013
Cobham Surveillance April 2008 - May 2012
Cobhm Surveillance April 2005 - April 2008
Parker Hannifin January 1998 - April 2005
Standex International January 1995 - January 1998
Coopers & Lybrand 1994 - 1995
Skills
• Certified Public..., • Budgeting and..., • Financial Statement..., • Operation and..., • Financial and..., • General Ledger..., • Compliance and Audit, • Problem Resolution, • Cost Accounting, • Facility Security, • Security Clearance –..., Internal Controls, Strategic Financial..., Budgets, Account Reconciliation, Auditing, Accounting, Analysis, Fixed Assets, Financial Audits, Accounts Payable, Financial Statements, Finance, Managerial Finance, Payroll, Continuous Improvement, Business Strategy, CPA, GAAP
Education
Southern New Hampshire University 1989 — 1992
MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1986
BS, business administration
Shawn O'Reilly's Coopers & Lybrand Experience January 1996 - July 1998
Job
Industry Hospital & Health Care
Experience
SUNY Upstate Medical University March 2002 - Present
Telergy May 2000 - August 2001
PwC July 1998 - May 2000
Coopers & Lybrand January 1996 - July 1998
Coopers & Lybrand September 1993 - January 1996
Skills
Security, Disaster Recovery, Network Security, HIPAA, Access, Auditing, CISSP, Information Security..., PCI DSS, Information Security, Vulnerability Management, Data Security, CISA, ISO 27001, IT Audit, NIST, Computer Security, Software Documentation, Active Directory, Risk Assessment, Data Center, Integration
Education
Syracuse University 2009 — 2011
Master's, Information Management
LeMoyne College 1989 — 1993
Bachelor's, Accounting
SUNY Upstate Medical University March 2002 - Present
Telergy May 2000 - August 2001
PwC July 1998 - May 2000
Coopers & Lybrand January 1996 - July 1998
Coopers & Lybrand September 1993 - January 1996
Skills
Security, Disaster Recovery, Network Security, HIPAA, Access, Auditing, CISSP, Information Security..., PCI DSS, Information Security, Vulnerability Management, Data Security, CISA, ISO 27001, IT Audit, NIST, Computer Security, Software Documentation, Active Directory, Risk Assessment, Data Center, Integration
Education
Syracuse University 2009 — 2011
Master's, Information Management
LeMoyne College 1989 — 1993
Bachelor's, Accounting
Dave Martino's Coopers & Lybrand Experience September 1993 - October 1997
Job Controller at Halcyon Asset Management
Industry Investment Management
Experience
Halcyon Asset Management October 1997 - Present
Coopers & Lybrand September 1993 - October 1997
PricewaterhouseCoopers LLC 1993 - 1997
Skills
Hedge Funds, Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Corporate Finance, Alternative Investments, Asset Management, Due Diligence, Accounting, Private Equity, Bloomberg, Restructuring, Investments, Equities, Fixed Income, Finance, Mergers & Acquisitions, Portfolio Management, Business Valuation
Education
St. John's University 1989 — 1993
Accounting and Finance
Halcyon Asset Management October 1997 - Present
Coopers & Lybrand September 1993 - October 1997
PricewaterhouseCoopers LLC 1993 - 1997
Skills
Hedge Funds, Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Corporate Finance, Alternative Investments, Asset Management, Due Diligence, Accounting, Private Equity, Bloomberg, Restructuring, Investments, Equities, Fixed Income, Finance, Mergers & Acquisitions, Portfolio Management, Business Valuation
Education
St. John's University 1989 — 1993
Accounting and Finance
Steven Spinney's Coopers & Lybrand Experience 1988 - 1990
Job
Industry Insurance
Experience
The RiverStone Group November 2014 - Present
OneBeacon Insurance March 2001 - June 2014
Liberty Life Assurance Company of Boston January 1998 - March 2001
Liberty Life Assurance Company of Boston 1992 - 1998
Liberty Mutual Insurance 1990 - 1992
Coopers & Lybrand 1988 - 1990
Skills
Insurance, Financial Reporting, Reinsurance, Sarbanes-Oxley, Internal Controls, Financial Statements, Accounting, Financial Analysis, General Ledger, Variance Analysis, Account Reconciliation, Property & Casualty..., Budgets, Finance, GAAP, Management
Education
Stonehill College
Bachelor of Science in Business Administration, Accounting
University of New Hampshire - Whittemore School of Business and Economics
Executive MBA, Business Administration
The RiverStone Group November 2014 - Present
OneBeacon Insurance March 2001 - June 2014
Liberty Life Assurance Company of Boston January 1998 - March 2001
Liberty Life Assurance Company of Boston 1992 - 1998
Liberty Mutual Insurance 1990 - 1992
Coopers & Lybrand 1988 - 1990
Skills
Insurance, Financial Reporting, Reinsurance, Sarbanes-Oxley, Internal Controls, Financial Statements, Accounting, Financial Analysis, General Ledger, Variance Analysis, Account Reconciliation, Property & Casualty..., Budgets, Finance, GAAP, Management
Education
Stonehill College
Bachelor of Science in Business Administration, Accounting
University of New Hampshire - Whittemore School of Business and Economics
Executive MBA, Business Administration
Judi Childress's Coopers & Lybrand Experience 1988 - 1992
Job Independent Education Management Professional
Industry Education Management
Experience
Civil Air Patrol 2007 - 2010
Grace Christian School 1994 - 1996
Midlands Technical College 1992 - 1994
Brookland Cayce High School 1992 - 1993
Coopers & Lybrand 1988 - 1992
Grace Christian School 1987 - 1988
John Wesley Academy 1985 - 1987
Skills
Teaching, Training, Public Speaking, Nonprofits, Leadership, Team Leadership, Strategic Planning, Leadership Development, PowerPoint, Military, Management
Education
University of South Carolina-Columbia 1989 — 1992
Master of Education (M.Ed.), Secondary Education
Tennessee Temple University 1981 — 1985
Bachelor of Science (B.S.), Secondary Education and Teaching
Civil Air Patrol 2007 - 2010
Grace Christian School 1994 - 1996
Midlands Technical College 1992 - 1994
Brookland Cayce High School 1992 - 1993
Coopers & Lybrand 1988 - 1992
Grace Christian School 1987 - 1988
John Wesley Academy 1985 - 1987
Skills
Teaching, Training, Public Speaking, Nonprofits, Leadership, Team Leadership, Strategic Planning, Leadership Development, PowerPoint, Military, Management
Education
University of South Carolina-Columbia 1989 — 1992
Master of Education (M.Ed.), Secondary Education
Tennessee Temple University 1981 — 1985
Bachelor of Science (B.S.), Secondary Education and Teaching
Stephen Christo's Coopers & Lybrand Experience January 1989 - January 1996
Job CEO at SMC Consulting, LLC
Industry Accounting
Experience
SMC Consulting, LLC July 2011 - Present
The Turner Corporation January 2005 - July 2011
Arthur Andersen January 1996 - January 2001
Coopers & Lybrand January 1989 - January 1996
American Mutual Insurance January 1984 - January 1989
Commercial Union January 1979 - January 1984
Education
Bryant College
Masters, Taxation
Suffolk University
BSBA, Accounting
Massachusetts Board of Public Accountancy
SMC Consulting, LLC July 2011 - Present
The Turner Corporation January 2005 - July 2011
Arthur Andersen January 1996 - January 2001
Coopers & Lybrand January 1989 - January 1996
American Mutual Insurance January 1984 - January 1989
Commercial Union January 1979 - January 1984
Education
Bryant College
Masters, Taxation
Suffolk University
BSBA, Accounting
Massachusetts Board of Public Accountancy
ronald weinstein's Coopers & Lybrand Experience 1982 - 1984
Job Options investigator
Industry Security and Investigations
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
cme April 1985 - April 2015
Coopers & Lybrand 1982 - 1984
Education
Southwestern University School of Law 1979 — 1982
juris doctorate, law
University of Illinois at Urbana-Champaign 1975 — 1979
bachelor of science, accountancy
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
cme April 1985 - April 2015
Coopers & Lybrand 1982 - 1984
Education
Southwestern University School of Law 1979 — 1982
juris doctorate, law
University of Illinois at Urbana-Champaign 1975 — 1979
bachelor of science, accountancy
Patricia Hennessey's Coopers & Lybrand Experience September 1991 - September 1994
Job Executive Director of Continuous Improvement & Business Intelligence
Industry Higher Education
Experience
University of North Carolina at Chapel Hill May 2015 - Present
University of North Carolina at Chapel Hill School of Law October 2012 - May 2015
University of North Carolina at Chapel Hill School of Law April 2007 - September 2012
St. John's University 2000 - May 2006
St. John's University 1996 - 2000
St. John's University December 1994 - 1996
Coopers & Lybrand September 1991 - September 1994
Education
Syracuse University 1987 — 1991
Bachelor of Science (BS), Accounting
University of North Carolina at Chapel Hill May 2015 - Present
University of North Carolina at Chapel Hill School of Law October 2012 - May 2015
University of North Carolina at Chapel Hill School of Law April 2007 - September 2012
St. John's University 2000 - May 2006
St. John's University 1996 - 2000
St. John's University December 1994 - 1996
Coopers & Lybrand September 1991 - September 1994
Education
Syracuse University 1987 — 1991
Bachelor of Science (BS), Accounting