KPMG Peat Marwick
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Customer service: 00 800 5555 5522 Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Number of employees: 207,050 (2018) Founded: 1987 Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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KPMG Peat Marwick Employees
Employee
Years
Job
Industry
Nedra Joy Craig, CPA, LEED Green Associate Nedra Joy Craig, CPA, LEED Green Associate's KPMG Peat Marwick Experience 1993 - 1994
Job Corporate Controller at LPA
Industry Architecture & Planning
Experience
LPA, Inc. 2009 - Present
John Laing Homes 2007 - 2009
Centex Homes 2005 - 2007
California Pacific Homes 1996 - 2004
Sares-Regis Group 1994 - 1996
KPMG Peat Marwick 1993 - 1994
Skills
Team Building, Result Oriented, Budgets, Accounting, Cash Flow, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Variance Analysis, Due Diligence, Cost Accounting, Cash Management, General Ledger, Accounts Payable, Real Estate, Leadership, Finance, Risk Management, Auditing, Analysis, Process Improvement, Financial Accounting, Internal Audit
Education
California State University-Long Beach - College of Business Administration 1989 — 1992
BS, Business Administration / Accounting
LPA, Inc. 2009 - Present
John Laing Homes 2007 - 2009
Centex Homes 2005 - 2007
California Pacific Homes 1996 - 2004
Sares-Regis Group 1994 - 1996
KPMG Peat Marwick 1993 - 1994
Skills
Team Building, Result Oriented, Budgets, Accounting, Cash Flow, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Variance Analysis, Due Diligence, Cost Accounting, Cash Management, General Ledger, Accounts Payable, Real Estate, Leadership, Finance, Risk Management, Auditing, Analysis, Process Improvement, Financial Accounting, Internal Audit
Education
California State University-Long Beach - College of Business Administration 1989 — 1992
BS, Business Administration / Accounting
Brett Wolfley Brett Wolfley's KPMG Peat Marwick Experience November 1993 - November 1994
Job Brett M Wolfley, CPA
Industry Accounting
Experience
Brett M Wolfley, CPA October 1997 - Present
Gaines Metzler Kriner November 1994 - October 1997
KPMG Peat Marwick November 1993 - November 1994
Arthur Andersen and Company July 1989 - November 1993
Skills
Corporate Tax, Corporate Tax Planning, Personal Income Tax..., Personal Tax Planning, Compilation Of..., Bookkeeping, Tax, Accounting, Tax Preparation, CPA
Education
Canisius College 1982 — 1986
Bachelor of Science (BS), Accounting
Brett M Wolfley, CPA October 1997 - Present
Gaines Metzler Kriner November 1994 - October 1997
KPMG Peat Marwick November 1993 - November 1994
Arthur Andersen and Company July 1989 - November 1993
Skills
Corporate Tax, Corporate Tax Planning, Personal Income Tax..., Personal Tax Planning, Compilation Of..., Bookkeeping, Tax, Accounting, Tax Preparation, CPA
Education
Canisius College 1982 — 1986
Bachelor of Science (BS), Accounting
Leonard Martinez Leonard Martinez's KPMG Peat Marwick Experience July 1988 - May 1992
Job Experienced G/L, Reporting Professional
Industry Accounting
Experience
8020 Consulting April 2013 - July 2014
ITT October 2012 - April 2013
Gamma Medica-Ideas, Inc. May 2012 - September 2012
ARAMARK Uniform and Career Apparel August 2004 - February 2012
Warner Bros. May 1994 - August 2004
Paramount Pictures May 1992 - May 1994
KPMG Peat Marwick July 1988 - May 1992
Skills
Financial Reporting, General Ledger, Consolidation, Team Leadership, Oracle E-Business Suite, Hyperion, Financial Analysis, Accounting, Team Building, Cash Flow, Project Management, Mentoring Of Staff, Hyperion Enterprise, Variance Analysis, Process Improvement, Income Statement, Analysis, Budgets, Finance, Account Reconciliation, Auditing, Leadership, Management, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Financial Accounting, GAAP
Education
California State University-Northridge 1985 — 1990
B.S., Accounting Theory and Practice
8020 Consulting April 2013 - July 2014
ITT October 2012 - April 2013
Gamma Medica-Ideas, Inc. May 2012 - September 2012
ARAMARK Uniform and Career Apparel August 2004 - February 2012
Warner Bros. May 1994 - August 2004
Paramount Pictures May 1992 - May 1994
KPMG Peat Marwick July 1988 - May 1992
Skills
Financial Reporting, General Ledger, Consolidation, Team Leadership, Oracle E-Business Suite, Hyperion, Financial Analysis, Accounting, Team Building, Cash Flow, Project Management, Mentoring Of Staff, Hyperion Enterprise, Variance Analysis, Process Improvement, Income Statement, Analysis, Budgets, Finance, Account Reconciliation, Auditing, Leadership, Management, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Financial Accounting, GAAP
Education
California State University-Northridge 1985 — 1990
B.S., Accounting Theory and Practice
Jeffrey Dudley Jeffrey Dudley's KPMG Peat Marwick Experience January 1991 - January 1994
Job CEO at Sacramento Ear Nose and Throat
Industry Medical Practice
Experience
Sacramento Ear Nose and Throat December 2000 - Present
Association of Otolaryngology Administrators September 2012 - October 2013
KPMG Peat Marwick January 1991 - January 1994
Skills
Healthcare Consulting, Budgets, Medical Devices, Public Speaking, Revenue Cycle Management, Leadership, New Business Development, Marketing, Healthcare Industry, Healthcare, Practice Management
Education
California State University-Sacramento 1988 — 1991
MA, Accountancy
California State University-Chico 1977 — 1981
BS, Business Administration
Sacramento Ear Nose and Throat December 2000 - Present
Association of Otolaryngology Administrators September 2012 - October 2013
KPMG Peat Marwick January 1991 - January 1994
Skills
Healthcare Consulting, Budgets, Medical Devices, Public Speaking, Revenue Cycle Management, Leadership, New Business Development, Marketing, Healthcare Industry, Healthcare, Practice Management
Education
California State University-Sacramento 1988 — 1991
MA, Accountancy
California State University-Chico 1977 — 1981
BS, Business Administration
Chris Muratore Chris Muratore's KPMG Peat Marwick Experience 1989 - 1990
Job Information Technology Vice President / Director
Industry Information Technology and Services
Experience
MedHOK, Inc. January 2015 - Present
ION Media Networks August 2012 - January 2015
International Society for Pharmaceutical Engineering (ISPE) February 2008 - August 2012
Metropolitan Ministries January 2002 - January 2008
Associated Marine Institutes January 2001 - December 2001
United States Bankruptcy Court April 1992 - December 2000
KPMG Peat Marwick 1989 - 1990
Skills
Strategic Planning, IT Management, Software Project..., Web Project Management, Contract Negotiations, Network Design, Cloud Computing, Network Administration, Active Directory, VMware, Telephony, MS Exchange, SQL Server, Microsoft, Terminal Services, Cisco, iMIS, SQL, Windows 7, Disaster Recovery, IT Operations, Virtualization, Data Center, IT Strategy, Windows Server, System Administration, Integration, Microsoft Technologies, DNS, Team Leadership, Microsoft Exchange, Computer Hardware, Networking, Contract Negotiation, Servers, Security, Cisco Technologies, CRM, Access, Troubleshooting, Microsoft SQL Server, Information Technology, Leadership, Project Management, IIS, Software Development, IT Service Management, XP, Technical Support, Hardware
Education
City University of New York 1980 — 1986
BS, ECONOMICS, 3.8 GPA
City University of New York 1980 — 1986
AAS, COMPUTER SCIENCE, 4.0 GPA
City University of New York 1980 — 1986
AAS, ACCOUNTING, 3.8 GPA
Cloud University 2012 — 2012
Certificate, Cloud Computing, 4.0 GPA
PCMA 2006 — 2007
Practitioner 2 Certified, Professional Crisis Management
MedHOK, Inc. January 2015 - Present
ION Media Networks August 2012 - January 2015
International Society for Pharmaceutical Engineering (ISPE) February 2008 - August 2012
Metropolitan Ministries January 2002 - January 2008
Associated Marine Institutes January 2001 - December 2001
United States Bankruptcy Court April 1992 - December 2000
KPMG Peat Marwick 1989 - 1990
Skills
Strategic Planning, IT Management, Software Project..., Web Project Management, Contract Negotiations, Network Design, Cloud Computing, Network Administration, Active Directory, VMware, Telephony, MS Exchange, SQL Server, Microsoft, Terminal Services, Cisco, iMIS, SQL, Windows 7, Disaster Recovery, IT Operations, Virtualization, Data Center, IT Strategy, Windows Server, System Administration, Integration, Microsoft Technologies, DNS, Team Leadership, Microsoft Exchange, Computer Hardware, Networking, Contract Negotiation, Servers, Security, Cisco Technologies, CRM, Access, Troubleshooting, Microsoft SQL Server, Information Technology, Leadership, Project Management, IIS, Software Development, IT Service Management, XP, Technical Support, Hardware
Education
City University of New York 1980 — 1986
BS, ECONOMICS, 3.8 GPA
City University of New York 1980 — 1986
AAS, COMPUTER SCIENCE, 4.0 GPA
City University of New York 1980 — 1986
AAS, ACCOUNTING, 3.8 GPA
Cloud University 2012 — 2012
Certificate, Cloud Computing, 4.0 GPA
PCMA 2006 — 2007
Practitioner 2 Certified, Professional Crisis Management
Patrick McGonigle's KPMG Peat Marwick Experience May 1994 - May 1996
Job
Industry Real Estate
Experience
South Bay Partners February 2002 - Present
Archon Group 1998 - 2001
KPMG Peat Marwick May 1994 - May 1996
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Claremont McKenna College 1989 — 1993
BA, Economics
South Bay Partners February 2002 - Present
Archon Group 1998 - 2001
KPMG Peat Marwick May 1994 - May 1996
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Claremont McKenna College 1989 — 1993
BA, Economics
Stephanie Gore Stephanie Gore's KPMG Peat Marwick Experience August 1994 - April 1999
Job Vice President of Finance & Operations at HireNetworks, Inc.
Industry Financial Services
Experience
HireNetworks February 2014 - Present
Triangle Angel Partners October 2015 - Present
Food Bank of Central & Eastern NC December 2008 - Present
Hire Networks, Inc. February 2011 - February 2014
Geerbox LLP June 2003 - December 2006
Mission Ventures August 2001 - May 2003
Island Data March 2000 - August 2001
Isis Pharmaceuticals April 1999 - March 2000
KPMG Peat Marwick August 1994 - April 1999
Skills
Accounting, Cash Management, Start-ups, Financial Reporting, Strategic Planning, Financial Analysis, Negotiation, Microsoft Office, Forecasting, Customer Relations, SEC reporting, Process Improvement, Internal Controls, Excel, Budgeting, Internal Audit, Due Diligence, Business Strategy, Team Building, Financial Planning, Financial Management, General Ledger, Financial Accounting, Financial Modeling, Cash Flow, Compliance, Business Planning, Operations Management, Risk Management, Venture Capital, Auditing, Planning, Non-profits, QuickBooks, Microsoft Excel, Finance, Management, Revenue Recognition, Contract Negotiation, GAAP, Financial Statements, CPA, Sarbanes-Oxley Act, SEC filings, Leadership, Strategic Financial..., Budgets, Health Care Reform, Angel Investing, Human Resource Planning
Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Accounting and Finance
HireNetworks February 2014 - Present
Triangle Angel Partners October 2015 - Present
Food Bank of Central & Eastern NC December 2008 - Present
Hire Networks, Inc. February 2011 - February 2014
Geerbox LLP June 2003 - December 2006
Mission Ventures August 2001 - May 2003
Island Data March 2000 - August 2001
Isis Pharmaceuticals April 1999 - March 2000
KPMG Peat Marwick August 1994 - April 1999
Skills
Accounting, Cash Management, Start-ups, Financial Reporting, Strategic Planning, Financial Analysis, Negotiation, Microsoft Office, Forecasting, Customer Relations, SEC reporting, Process Improvement, Internal Controls, Excel, Budgeting, Internal Audit, Due Diligence, Business Strategy, Team Building, Financial Planning, Financial Management, General Ledger, Financial Accounting, Financial Modeling, Cash Flow, Compliance, Business Planning, Operations Management, Risk Management, Venture Capital, Auditing, Planning, Non-profits, QuickBooks, Microsoft Excel, Finance, Management, Revenue Recognition, Contract Negotiation, GAAP, Financial Statements, CPA, Sarbanes-Oxley Act, SEC filings, Leadership, Strategic Financial..., Budgets, Health Care Reform, Angel Investing, Human Resource Planning
Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Larry L. Gillman Larry L. Gillman's KPMG Peat Marwick Experience 1979 - 1982
Job CFO | VP Finance | Controller for technology and media startups and turnarounds
Industry Accounting
Experience
Larry L Gillman Accounting Services 2015 - Present
Leaders in Technology, Cable and Entertainment business in the Greater Denver Area 2015 - Present
High Technology Video / illuminate 2012 - 2015
TV Guide Digital (TV Guide.com) 2009 - 2011
TV Guide Network (Channel) 2005 - 2011
Yahoo! and Overture Services Inc (formally Goto.com) 2002 - 2005
Fox Sports World and Fox Sports World en Espanol 2000 - 2002
Fox Sports International 1996 - 2002
NBC 1982 - 1996
KPMG PEAT MARWICK 1979 - 1982
Skills
Digital Media, Start-ups, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Forecasting, Mergers, Financial Reporting, Management, Leadership, Business Development, Process Improvement, Business Planning, Strategic Planning, Entertainment, Budgets, P&L Management, New Business Development, Managerial Finance, Sales, Finance, Accounting, Television, Tax, Financial Modeling, Analysis, Strategic Partnerships, Financial Accounting, Fixed Assets, Budgeting, Financial Planning, Team Building, International Tax..., Sarbanes-Oxley Act, Acquisition Integration, Variance Analysis, Revenue Recognition, Cash Flow, Due Diligence, Executive Management, Internal Controls, Payroll, Restructuring, Strategy, Consulting
Education
University of Southern California 1977 — 1979
Masters of Business Taxation
California State University-Northridge 1974 — 1977
Bachlors of Science, Accounting
Larry L Gillman Accounting Services 2015 - Present
Leaders in Technology, Cable and Entertainment business in the Greater Denver Area 2015 - Present
High Technology Video / illuminate 2012 - 2015
TV Guide Digital (TV Guide.com) 2009 - 2011
TV Guide Network (Channel) 2005 - 2011
Yahoo! and Overture Services Inc (formally Goto.com) 2002 - 2005
Fox Sports World and Fox Sports World en Espanol 2000 - 2002
Fox Sports International 1996 - 2002
NBC 1982 - 1996
KPMG PEAT MARWICK 1979 - 1982
Skills
Digital Media, Start-ups, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Forecasting, Mergers, Financial Reporting, Management, Leadership, Business Development, Process Improvement, Business Planning, Strategic Planning, Entertainment, Budgets, P&L Management, New Business Development, Managerial Finance, Sales, Finance, Accounting, Television, Tax, Financial Modeling, Analysis, Strategic Partnerships, Financial Accounting, Fixed Assets, Budgeting, Financial Planning, Team Building, International Tax..., Sarbanes-Oxley Act, Acquisition Integration, Variance Analysis, Revenue Recognition, Cash Flow, Due Diligence, Executive Management, Internal Controls, Payroll, Restructuring, Strategy, Consulting
Education
University of Southern California 1977 — 1979
Masters of Business Taxation
California State University-Northridge 1974 — 1977
Bachlors of Science, Accounting
Debbie Lawrence Carter's KPMG Peat Marwick Experience 1989 - 1991
Job IT Strategy Implementation Leader at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young November 2009 - Present
Ernst & Young November 2005 - December 2009
Ernst & Young February 1999 - November 2005
Ernst & Young 1997 - 1999
Ernst & Young 1991 - 1997
Ernst & Young 1991 - 1993
KPMG Peat Marwick 1989 - 1991
KPMG Peat Marwick August 1988 - 1991
KPMG Peat Marwick 1988 - 1991
Skills
Strategic Planning, Project Planning, Project Implementation, Strategy Development, IT Strategy, Strategic Thinking, Strategic Analysis, Project Delivery, Internal Communications, Strategic Communications, Auditing, Tax Preparation, Tax, Team Building, Business Analysis, Change Management, Team Leadership, User Experience, Vendor Management, PowerPoint, Strategy, Outsourcing, Management, Program Management, Analysis, Project Portfolio..., Cross-functional Team..., Budgets, Process Improvement, Business Strategy, Project Management, Management Consulting, Business Process..., IT Management, Governance, Leadership, Business Process, Business Intelligence, IT Audit, Information Technology, PMO, Business Transformation, Risk Management, Consulting, Enterprise Architecture, IT Transformation, Enterprise Risk..., Business Continuity, Business Process...
Education
California State University-Hayward - School of Business and Economics 1982 — 1988
Bachelor of Science, Business Administration, Accounting
California State University-Hayward - School of Business and Economics 1982 — 1988
Minor, Taxation
Ernst & Young November 2009 - Present
Ernst & Young November 2005 - December 2009
Ernst & Young February 1999 - November 2005
Ernst & Young 1997 - 1999
Ernst & Young 1991 - 1997
Ernst & Young 1991 - 1993
KPMG Peat Marwick 1989 - 1991
KPMG Peat Marwick August 1988 - 1991
KPMG Peat Marwick 1988 - 1991
Skills
Strategic Planning, Project Planning, Project Implementation, Strategy Development, IT Strategy, Strategic Thinking, Strategic Analysis, Project Delivery, Internal Communications, Strategic Communications, Auditing, Tax Preparation, Tax, Team Building, Business Analysis, Change Management, Team Leadership, User Experience, Vendor Management, PowerPoint, Strategy, Outsourcing, Management, Program Management, Analysis, Project Portfolio..., Cross-functional Team..., Budgets, Process Improvement, Business Strategy, Project Management, Management Consulting, Business Process..., IT Management, Governance, Leadership, Business Process, Business Intelligence, IT Audit, Information Technology, PMO, Business Transformation, Risk Management, Consulting, Enterprise Architecture, IT Transformation, Enterprise Risk..., Business Continuity, Business Process...
Education
California State University-Hayward - School of Business and Economics 1982 — 1988
Bachelor of Science, Business Administration, Accounting
California State University-Hayward - School of Business and Economics 1982 — 1988
Minor, Taxation
Barbara Carbone Barbara Carbone's KPMG Peat Marwick Experience 1981 - 1994
Job Partner at KPMG LLP
Industry Accounting
Experience
KPMG LLP July 1981 - Present
Sunny Hills Services 2004 - 2010
KPMG Peat Marwick 1981 - 1994
Skills
Accounting, SEC Reporting, Internal Controls
Education
California State University-Sacramento 1978 — 1980
BS, Business, Accounting
Marin Catholic 1972 — 1976
Accounting
KPMG LLP July 1981 - Present
Sunny Hills Services 2004 - 2010
KPMG Peat Marwick 1981 - 1994
Skills
Accounting, SEC Reporting, Internal Controls
Education
California State University-Sacramento 1978 — 1980
BS, Business, Accounting
Marin Catholic 1972 — 1976
Accounting
Theresa Jaffe's KPMG Peat Marwick Experience 1996 - 1998
Job Principal at Theresa Jaffe Consulting
Industry Management Consulting
Experience
Jenner & Block 2000 - 2008
Katten Muchin Rosenman LLP 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Arthur Andersen 1990 - 1996
Infotech, Inc. 1989 - 1990
United Way/Crusade of Mercy 1987 - 1989
Easter Seal Society of Metropolitan Chicago 1980 - 1986
Skills
Fundraising, CRM, Public Relations, Integrated Marketing, Program Management, Business Development, Leadership, Nonprofits, Entrepreneurship, Marketing, Non-profits, Mergers & Acquisitions, Coaching, Training, Public Speaking, Consulting
Education
University of Iowa 1978 — 1979
Ed.S.
City University of New York-Hunter College 1970 — 1971
M.S.
Kean University 1966 — 1970
Bachelor of Arts
Jenner & Block 2000 - 2008
Katten Muchin Rosenman LLP 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Arthur Andersen 1990 - 1996
Infotech, Inc. 1989 - 1990
United Way/Crusade of Mercy 1987 - 1989
Easter Seal Society of Metropolitan Chicago 1980 - 1986
Skills
Fundraising, CRM, Public Relations, Integrated Marketing, Program Management, Business Development, Leadership, Nonprofits, Entrepreneurship, Marketing, Non-profits, Mergers & Acquisitions, Coaching, Training, Public Speaking, Consulting
Education
University of Iowa 1978 — 1979
Ed.S.
City University of New York-Hunter College 1970 — 1971
M.S.
Kean University 1966 — 1970
Bachelor of Arts
Sarah Pickhardt Sarah Pickhardt's KPMG Peat Marwick Experience 1985 - 1992
Job
Industry Accounting
Experience
Pittsford Central Schools 1993 - 1998
KPMG Peat Marwick 1985 - 1992
Education
State University of New York College at Brockport 1992 — 1993
NYS Teaching Certificate, Grade 7-12 General Science, Chemistry, Earth Science
NYU Stern School of Business 1985 — 1986
Master's Degree, Accounting
Colgate University 1983 — 1985
BA, Geology
Pittsford Central Schools 1993 - 1998
KPMG Peat Marwick 1985 - 1992
Education
State University of New York College at Brockport 1992 — 1993
NYS Teaching Certificate, Grade 7-12 General Science, Chemistry, Earth Science
NYU Stern School of Business 1985 — 1986
Master's Degree, Accounting
Colgate University 1983 — 1985
BA, Geology
Susan Weisman Susan Weisman's KPMG Peat Marwick Experience July 1986 - September 1990
Job President of Finance and Strategic Consultants, LLC
Industry Management Consulting
Experience
Finance and Strategic Consultants, LLC August 2008 - Present
AFC LLC a Mitsui & Co. (U.S.A.) investment October 2008 - October 2010
CU Business Capital, LLC 2007 - 2008
Coach Industries Group, Inc. June 2003 - September 2007
Temple Dor Dorim 2002 - 2006
Kramer Weisman and Associates LLP April 2000 - June 2003
Viasource Communications 2000 - 2001
BankAtlantic 1990 - 2000
KPMG Peat Marwick July 1986 - September 1990
Skills
BUSINESS PROJECTIONS, Business Plan..., Financial Reporting, Banking, Financial Services, Investment Banking, Insurance, Real Estate, Professional Services, Manufacturing, Automotive, Hospitality, Construction, Not-for-profit, Transportation, Aviation, Telecommunications, Credit Unions, Business, Business Planning, Leadership, Strategic Planning, Loans, Strategy, Credit, Mergers & Acquisitions, Not for Profit, Budgets, Process Improvement, Project Planning, Finance, Strategic Partnerships, Management, Executive Management, Restructuring, Forecasting, Sarbanes-Oxley Act, Portfolio Management, Start-ups, Accounting, Analysis, Auditing, Internal Controls, Due Diligence
Education
City University of New York-Brooklyn College 1982 — 1986
BS, Economics
Finance and Strategic Consultants, LLC August 2008 - Present
AFC LLC a Mitsui & Co. (U.S.A.) investment October 2008 - October 2010
CU Business Capital, LLC 2007 - 2008
Coach Industries Group, Inc. June 2003 - September 2007
Temple Dor Dorim 2002 - 2006
Kramer Weisman and Associates LLP April 2000 - June 2003
Viasource Communications 2000 - 2001
BankAtlantic 1990 - 2000
KPMG Peat Marwick July 1986 - September 1990
Skills
BUSINESS PROJECTIONS, Business Plan..., Financial Reporting, Banking, Financial Services, Investment Banking, Insurance, Real Estate, Professional Services, Manufacturing, Automotive, Hospitality, Construction, Not-for-profit, Transportation, Aviation, Telecommunications, Credit Unions, Business, Business Planning, Leadership, Strategic Planning, Loans, Strategy, Credit, Mergers & Acquisitions, Not for Profit, Budgets, Process Improvement, Project Planning, Finance, Strategic Partnerships, Management, Executive Management, Restructuring, Forecasting, Sarbanes-Oxley Act, Portfolio Management, Start-ups, Accounting, Analysis, Auditing, Internal Controls, Due Diligence
Education
City University of New York-Brooklyn College 1982 — 1986
BS, Economics
Walter Niemczura, CFP® Walter Niemczura, CFP®'s KPMG Peat Marwick Experience July 1984 - July 1992
Job Financial Advisor
Industry Financial Services
Experience
UBS January 2011 - Present
Clayton Holdings May 2005 - July 2006
NISYS September 1997 - May 2005
Theoris August 1992 - September 1997
KPMG Peat Marwick July 1984 - July 1992
KPMG Consulting 1984 - 1992
Skills
Management, Leadership, Strategic Planning, Consulting, Business Analysis, Process Improvement, Vendor Management, Finance, Strategy, Project Management
Education
Cleveland State University 1983 — 1984
The Ohio State University 1977 — 1981
BS, Accounting
UBS January 2011 - Present
Clayton Holdings May 2005 - July 2006
NISYS September 1997 - May 2005
Theoris August 1992 - September 1997
KPMG Peat Marwick July 1984 - July 1992
KPMG Consulting 1984 - 1992
Skills
Management, Leadership, Strategic Planning, Consulting, Business Analysis, Process Improvement, Vendor Management, Finance, Strategy, Project Management
Education
Cleveland State University 1983 — 1984
The Ohio State University 1977 — 1981
BS, Accounting
Cameron McConnell Cameron McConnell's KPMG Peat Marwick Experience 1969 - 1974
Job Chief Innovation Officer of BUILD TO PROSPER a division of MGLLC.
Industry Management Consulting
Experience
MGLLC 1979 - Present
Purex Industries Pacific Aeromotive Corporation 1975 - 1979
Loyola Marymount University 1975 - 1976
Wells Fargo 1974 - 1975
California State University, Los Angeles 1974 - 1975
Becker CPA Review 1974 - 1975
KPMG Peat Marwick 1969 - 1974
Skills
Management, Start-ups, Financial Analysis, Leadership, Banking, Portfolio Management, Auditing, Small Business, Financial Services, Time Management, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Executive Management, Business Development, Strategy
Education
University of Southern California 1975 — 1976
MBA, Executive Management
California State University-Long Beach 1966 — 1969
B.S., Accounting; Certified CPA
MGLLC 1979 - Present
Purex Industries Pacific Aeromotive Corporation 1975 - 1979
Loyola Marymount University 1975 - 1976
Wells Fargo 1974 - 1975
California State University, Los Angeles 1974 - 1975
Becker CPA Review 1974 - 1975
KPMG Peat Marwick 1969 - 1974
Skills
Management, Start-ups, Financial Analysis, Leadership, Banking, Portfolio Management, Auditing, Small Business, Financial Services, Time Management, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Executive Management, Business Development, Strategy
Education
University of Southern California 1975 — 1976
MBA, Executive Management
California State University-Long Beach 1966 — 1969
B.S., Accounting; Certified CPA
Chris Hallum, CRIS, CCIFP Chris Hallum, CRIS, CCIFP's KPMG Peat Marwick Experience 1986 - 1992
Job Controller at DeSilva Gates Construction
Industry Accounting
Experience
DeSilva Gates Construction 1995 - Present
KPMG Peat Marwick 1986 - 1992
Skills
Accounting, Construction, Financial Management, Internal Controls, Budgeting, Cost Accounting, Financial Reporting, Cash Flow, Excel, GAAP, General Ledger, Financial Accounting, Word, Auditing, Financial Analysis, Cash Management, Process Improvement, Forecasting, Microsoft Office, Contract Management, Contract Negotiation, Billing, Negotiation, Construction Management, Supervisory Skills, Strategic Planning, Job Costing, Budgets, Accounts Receivable
Education
California State University-Chico 1983 — 1986
Business, Accounting, Construction Financial Management
DeSilva Gates Construction 1995 - Present
KPMG Peat Marwick 1986 - 1992
Skills
Accounting, Construction, Financial Management, Internal Controls, Budgeting, Cost Accounting, Financial Reporting, Cash Flow, Excel, GAAP, General Ledger, Financial Accounting, Word, Auditing, Financial Analysis, Cash Management, Process Improvement, Forecasting, Microsoft Office, Contract Management, Contract Negotiation, Billing, Negotiation, Construction Management, Supervisory Skills, Strategic Planning, Job Costing, Budgets, Accounts Receivable
Education
California State University-Chico 1983 — 1986
Business, Accounting, Construction Financial Management
Darin Malchus Darin Malchus's KPMG Peat Marwick Experience January 1989 - January 1993
Job Healthcare CFO
Industry Hospital & Health Care
Experience
Kids Behavioral Health of Utah 2008 - 2011
Evanston Regional Hospital 2006 - 2008
Salt Lake Regional Medical Center 2001 - 2006
Nebo Products 1997 - 2001
North Valley Aesthetic Center 1996 - 1997
Barton Memorial Hospital 1993 - 1996
KPMG Peat Marwick January 1989 - January 1993
Skills
Healthcare Management, Hospitals, Employee Relations, Healthcare, Process Improvement, Healthcare Information..., Medicare, Healthcare Consulting, HIPAA, Physician Relations, Medicaid, Revenue Cycle
Education
California State University-Chico
BS, Business Admin/Accounting
Kids Behavioral Health of Utah 2008 - 2011
Evanston Regional Hospital 2006 - 2008
Salt Lake Regional Medical Center 2001 - 2006
Nebo Products 1997 - 2001
North Valley Aesthetic Center 1996 - 1997
Barton Memorial Hospital 1993 - 1996
KPMG Peat Marwick January 1989 - January 1993
Skills
Healthcare Management, Hospitals, Employee Relations, Healthcare, Process Improvement, Healthcare Information..., Medicare, Healthcare Consulting, HIPAA, Physician Relations, Medicaid, Revenue Cycle
Education
California State University-Chico
BS, Business Admin/Accounting
Jill Ause Jill Ause's KPMG Peat Marwick Experience February 1984 - March 1987
Job Chief Financial Officer at Signal Products, Inc.
Industry Apparel & Fashion
Experience
Signal Products, Inc. March 2012 - Present
Specialty Merchandise Corp July 2004 - February 2012
Active Interest Media October 2003 - July 2004
Weider Publications December 1989 - October 2003
A.M.E., Inc. March 1987 - December 1989
KPMG Peat Marwick February 1984 - March 1987
Education
California State University-Northridge 1979 — 1983
BS, Accounting
Signal Products, Inc. March 2012 - Present
Specialty Merchandise Corp July 2004 - February 2012
Active Interest Media October 2003 - July 2004
Weider Publications December 1989 - October 2003
A.M.E., Inc. March 1987 - December 1989
KPMG Peat Marwick February 1984 - March 1987
Education
California State University-Northridge 1979 — 1983
BS, Accounting
Warren E. Dorsey, Jr. Warren E. Dorsey, Jr.'s KPMG Peat Marwick Experience March 1990 - May 1994
Job Senior Business Professional
Industry Financial Services
Experience
Dorsey Smith Thomas LLC October 2007 - Present
Salsa & Soul LTD 2010 - 2015
Jersey City (NJ) Alumni Chapter of Kappa Alpha Psi Fraternity June 2009 - June 2011
Qubit Investments, LLC 2008 - April 2010
Swiss Re America Holding Corporation January 2007 - June 2007
Swiss Re December 2002 - December 2006
Fry, Inc. June 2000 - August 2002
Citibank April 1995 - June 2000
Richard A. Eisner May 1994 - April 1995
KPMG Peat Marwick March 1990 - May 1994
Skills
Project Management, Management, Risk Assessment, Business Development, Cross-functional Team..., Strategic Planning, Property & Casualty..., Commercial Insurance, Budgets, Leadership, Program Management, New Business Development, Business Analysis, Risk Management, Finance, Telecommunications, Portfolio Management, IT Strategy, Vendor Management, Strategy, Data Center, Analysis, Requirements Analysis, Process Improvement, Project Planning, Start-ups, Business Intelligence, Team Building, Integration, Training, Governance, Account Management, Change Management, Accounting, Business Process..., Mergers & Acquisitions, Financial Services, Business Strategy, Executive Management, Management Consulting, Managerial Finance, Entrepreneurship, Outsourcing, Investments, CRM, Analytics, Consulting, Business Transformation, Competitive Analysis, Business Planning
Education
Carnegie Mellon University - Tepper School of Business 1984 — 1986
MSIA
Carnegie Mellon University 1979 — 1983
BS
Baltimore Polytechnic Institute 1976 — 1979
HS
Dorsey Smith Thomas LLC October 2007 - Present
Salsa & Soul LTD 2010 - 2015
Jersey City (NJ) Alumni Chapter of Kappa Alpha Psi Fraternity June 2009 - June 2011
Qubit Investments, LLC 2008 - April 2010
Swiss Re America Holding Corporation January 2007 - June 2007
Swiss Re December 2002 - December 2006
Fry, Inc. June 2000 - August 2002
Citibank April 1995 - June 2000
Richard A. Eisner May 1994 - April 1995
KPMG Peat Marwick March 1990 - May 1994
Skills
Project Management, Management, Risk Assessment, Business Development, Cross-functional Team..., Strategic Planning, Property & Casualty..., Commercial Insurance, Budgets, Leadership, Program Management, New Business Development, Business Analysis, Risk Management, Finance, Telecommunications, Portfolio Management, IT Strategy, Vendor Management, Strategy, Data Center, Analysis, Requirements Analysis, Process Improvement, Project Planning, Start-ups, Business Intelligence, Team Building, Integration, Training, Governance, Account Management, Change Management, Accounting, Business Process..., Mergers & Acquisitions, Financial Services, Business Strategy, Executive Management, Management Consulting, Managerial Finance, Entrepreneurship, Outsourcing, Investments, CRM, Analytics, Consulting, Business Transformation, Competitive Analysis, Business Planning
Education
Carnegie Mellon University - Tepper School of Business 1984 — 1986
MSIA
Carnegie Mellon University 1979 — 1983
BS
Baltimore Polytechnic Institute 1976 — 1979
HS
Michelle Persaud Michelle Persaud's KPMG Peat Marwick Experience July 2008 - June 2009
Job Executive Administrative Coordinator at City University of New York
Industry Professional Training & Coaching
Experience
City University of New York July 2014 - Present
Research Foundation of CUNY for Hunter -Bellevue School of Nursing March 2011 - July 2014
Research Foundation of CUNY January 2011 - November 2011
Research Foundation of CUNY July 2009 - June 2010
KPMG Peat Marwick July 2008 - June 2009
KPMG February 2006 - May 2008
Verifone (Formerly Lipman USA) March 2005 - November 2005
Barnett Associates, Inc. March 2003 - October 2005
Office Team Staffing Services January 2002 - March 2003
Broadway Video 1999 - 2002
Skills
Management, Public Relations, Event Planning, Training, Team Leadership, Budgets, Editing, Leadership, Microsoft Office, Marketing, Program Management, Research, Project Planning, Public Speaking, Community Outreach, Nonprofits, Program Development, Microsoft Excel, PowerPoint, Advertising, Outlook, Fundraising, Customer Service, Microsoft Word, Teaching, Higher Education, Writing, Human Resources
Education
City University of New York-Brooklyn College
Bachelor's Degree, Communications
Kingsborough Community College
A.A.S., Television and Radio
City University of New York July 2014 - Present
Research Foundation of CUNY for Hunter -Bellevue School of Nursing March 2011 - July 2014
Research Foundation of CUNY January 2011 - November 2011
Research Foundation of CUNY July 2009 - June 2010
KPMG Peat Marwick July 2008 - June 2009
KPMG February 2006 - May 2008
Verifone (Formerly Lipman USA) March 2005 - November 2005
Barnett Associates, Inc. March 2003 - October 2005
Office Team Staffing Services January 2002 - March 2003
Broadway Video 1999 - 2002
Skills
Management, Public Relations, Event Planning, Training, Team Leadership, Budgets, Editing, Leadership, Microsoft Office, Marketing, Program Management, Research, Project Planning, Public Speaking, Community Outreach, Nonprofits, Program Development, Microsoft Excel, PowerPoint, Advertising, Outlook, Fundraising, Customer Service, Microsoft Word, Teaching, Higher Education, Writing, Human Resources
Education
City University of New York-Brooklyn College
Bachelor's Degree, Communications
Kingsborough Community College
A.A.S., Television and Radio
Mark Keleske Mark Keleske's KPMG Peat Marwick Experience January 1984 - January 1986
Job President at PolicySoft
Industry Computer Software
Experience
PolicySoft Consulting ControllerAatronicsMay 2008 - March 2009
Independent Consultant April 2002 - December 2007
Informatica December 2000 - March 2002
Conscium aka financialprinter.com October 1999 - November 2000
RemarQ Communities Inc 1997 - 1999
KPMG Peat Marwick January 1984 - January 1986
Skills
Internal Controls
Education
California State University-Sacramento 1979 — 1983
Bachelor of Science, Accounting
PolicySoft Consulting ControllerAatronicsMay 2008 - March 2009
Independent Consultant April 2002 - December 2007
Informatica December 2000 - March 2002
Conscium aka financialprinter.com October 1999 - November 2000
RemarQ Communities Inc 1997 - 1999
KPMG Peat Marwick January 1984 - January 1986
Skills
Internal Controls
Education
California State University-Sacramento 1979 — 1983
Bachelor of Science, Accounting
Timothy Kirchmeir Timothy Kirchmeir's KPMG Peat Marwick Experience 1990 - 1993
Job Manager, End User Support at Greater Cleveland RTA
Industry Hospital & Health Care
Experience
Greater Cleveland RTA 2014 - Present
University Hospitals 2009 - 2014
Rockwell Automation 1996 - 2009
Premier Farnell 1993 - 1996
KPMG Peat Marwick 1990 - 1993
TRW 1986 - 1990
Skills
ITIL, Six Sigma, Project Management, Leadership, Mergers, COBIT, Managerial Finance, Employee Engagement, Process Improvement, Vendor Management, Change Management, Integration, Program Management, PMP, IT Service Management, Software Documentation, Management, Business Process..., Mergers & Acquisitions, Team Building, Strategy, Outsourcing, CRM, Data Center, IT Management, Software Development, Information Technology, Budgets, Technical Support, Contract Negotiation, Networking, Cross-functional Team..., Training, Procurement
Education
Cleveland State University 1982 — 1987
BSCIS, Computer and Information Science, Accounting
Lake Catholic
Greater Cleveland RTA 2014 - Present
University Hospitals 2009 - 2014
Rockwell Automation 1996 - 2009
Premier Farnell 1993 - 1996
KPMG Peat Marwick 1990 - 1993
TRW 1986 - 1990
Skills
ITIL, Six Sigma, Project Management, Leadership, Mergers, COBIT, Managerial Finance, Employee Engagement, Process Improvement, Vendor Management, Change Management, Integration, Program Management, PMP, IT Service Management, Software Documentation, Management, Business Process..., Mergers & Acquisitions, Team Building, Strategy, Outsourcing, CRM, Data Center, IT Management, Software Development, Information Technology, Budgets, Technical Support, Contract Negotiation, Networking, Cross-functional Team..., Training, Procurement
Education
Cleveland State University 1982 — 1987
BSCIS, Computer and Information Science, Accounting
Lake Catholic
Robert Cery Robert Cery's KPMG Peat Marwick Experience 1985 - 1989
Job Group Controller at Pioneer Electronics (USA), Inc.
Industry Consumer Electronics
Experience
Pioneer Electronics (USA), Inc. 1995 - Present
Haskell & White, CPA's 1990 - 1993
KPMG Peat Marwick 1985 - 1989
Skills
Financial Reporting, Accounting, Management, Marketing, Forecasting, Inventory
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1981 — 1984
BA, Accounting
Pioneer Electronics (USA), Inc. 1995 - Present
Haskell & White, CPA's 1990 - 1993
KPMG Peat Marwick 1985 - 1989
Skills
Financial Reporting, Accounting, Management, Marketing, Forecasting, Inventory
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1981 — 1984
BA, Accounting
Fritz Schindelbeck Fritz Schindelbeck's KPMG Peat Marwick Experience 1997 - 1998
Job Senior Vice President at Yardi Systems
Industry Computer Software
Experience
YES Energy Management May 2012 - Present
Yardi Systems June 2002 - Present
Yardi Systems June 2002 - May 2012
Deloitte & Touche January 1998 - September 2001
KPMG Peat Marwick 1997 - 1998
Quantra Corporation 1993 - 1997
The SOFTA Group (Melson Technologies) 1993 - 1997
Laventhol & Horwath January 1987 - December 1990
Skills
Software Implementation, Enterprise Software, Property Management, Professional Services, Business Intelligence, Business Process..., Asset Managment, Real Estate, Software Project..., Project Management, Cloud Computing, Consulting, Business Development, Team Leadership, Leadership, Management, Business Process, Program Management, IT Management, CRM, Software Documentation, Asset Management, Vendor Management
Education
California State University-Fullerton 1978 — 1986
B.A., Business Admin.
YES Energy Management May 2012 - Present
Yardi Systems June 2002 - Present
Yardi Systems June 2002 - May 2012
Deloitte & Touche January 1998 - September 2001
KPMG Peat Marwick 1997 - 1998
Quantra Corporation 1993 - 1997
The SOFTA Group (Melson Technologies) 1993 - 1997
Laventhol & Horwath January 1987 - December 1990
Skills
Software Implementation, Enterprise Software, Property Management, Professional Services, Business Intelligence, Business Process..., Asset Managment, Real Estate, Software Project..., Project Management, Cloud Computing, Consulting, Business Development, Team Leadership, Leadership, Management, Business Process, Program Management, IT Management, CRM, Software Documentation, Asset Management, Vendor Management
Education
California State University-Fullerton 1978 — 1986
B.A., Business Admin.
Brian Jersey Brian Jersey's KPMG Peat Marwick Experience 1984 - 1987
Job Managing Director at Expense Reduction Analysts
Industry Management Consulting
Experience
Expense Reduction Analysts 2003 - Present
GrandExpeditions.com 2000 - 2002
1-800 BIRTHDAY.com 1996 - 2000
Prodigy 1993 - 1996
American Express 1989 - 1993
KPMG Peat Marwick 1984 - 1987
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
MBA
California State University-Chico 1980 — 1984
BS, Accounting
Expense Reduction Analysts 2003 - Present
GrandExpeditions.com 2000 - 2002
1-800 BIRTHDAY.com 1996 - 2000
Prodigy 1993 - 1996
American Express 1989 - 1993
KPMG Peat Marwick 1984 - 1987
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
MBA
California State University-Chico 1980 — 1984
BS, Accounting
Larry Gallo Larry Gallo's KPMG Peat Marwick Experience 1991 - 1991
Job
Industry Law Practice
Experience
Kramer Levin Naftalis & Frankel LLP January 2000 - Present
BPA Worldwide September 1994 - January 2000
D'Arcangelo & Co., LLP January 1992 - August 1994
KPMG Peat Marwick 1991 - 1991
Philip Morris International (Kraft General Foods division) 1990 - 1990
Banco Union (UCNB division) 1988 - 1990
Irving Trust (NNB division) 1987 - 1988
Skills
Financial Reporting, Financial Analysis, GAAP, Internal Controls, Accounts Payable, Payroll, Tax, Partnership Taxation, Tax Planning, Tax Forecasting, Partner Contracts, Partner Compensation, Personal Financial..., Foreign Office..., Foreign Office Reporting, Legal Industry Surveys, Financial Forecasting, Consolidated Financial..., Fixed Assets, Treasury, Cash Flow Analysis, Escrow, Zero-based Budgeting, Expense Reports, Pension Administration, Billing and Collections, Banking, Commercial Lending, Credit Risk, Credit Analysis, Microsoft Excel, State/City Audits, Sales Tax
Education
City University of New York-Herbert H. Lehman College
Certificate, PFP (Personal Financial Planning)
Pace University - Lubin Graduate School of Business
MS, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance, Actuarial Science
Kramer Levin Naftalis & Frankel LLP January 2000 - Present
BPA Worldwide September 1994 - January 2000
D'Arcangelo & Co., LLP January 1992 - August 1994
KPMG Peat Marwick 1991 - 1991
Philip Morris International (Kraft General Foods division) 1990 - 1990
Banco Union (UCNB division) 1988 - 1990
Irving Trust (NNB division) 1987 - 1988
Skills
Financial Reporting, Financial Analysis, GAAP, Internal Controls, Accounts Payable, Payroll, Tax, Partnership Taxation, Tax Planning, Tax Forecasting, Partner Contracts, Partner Compensation, Personal Financial..., Foreign Office..., Foreign Office Reporting, Legal Industry Surveys, Financial Forecasting, Consolidated Financial..., Fixed Assets, Treasury, Cash Flow Analysis, Escrow, Zero-based Budgeting, Expense Reports, Pension Administration, Billing and Collections, Banking, Commercial Lending, Credit Risk, Credit Analysis, Microsoft Excel, State/City Audits, Sales Tax
Education
City University of New York-Herbert H. Lehman College
Certificate, PFP (Personal Financial Planning)
Pace University - Lubin Graduate School of Business
MS, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance, Actuarial Science
Richard Lough MBA, CPA Richard Lough MBA, CPA's KPMG Peat Marwick Experience 1981 - 1986
Job Vice President of Finance, Chief Financial Officer (CFO) at Williams Sound
Industry Plastics
Experience
Williams Sound 2012 - Present
Spectrum Plastics Group July 2009 - 2012
Ameriprise Financial February 2006 - July 2009
Construction 2005 - 2006
Wireless-Developmental Stage Company 2003 - 2005
WAM!NET 1998 - 2003
Cray Inc. 1986 - 1998
KPMG - Peat Marwick 1981 - 1986
Skills
Mergers, Business Planning, Competitive Analysis, Forecasting, Accounting, Customer Service, Contract Negotiation, Account Management, Team Building, Business Strategy, Financial Reporting, Healthcare, Inventory Management, Manufacturing, Process Improvement, Creative Problem Solving, Revenue Recognition, Mergers & Acquisitions, Project Planning, Business Process..., Management, Sarbanes-Oxley Act, Budgets, New Business Development, Business Development, Finance, Strategic Planning, Cross-functional Team...
Education
Cardinal Stritch University 1989 — 1991
MBA, Business Administration
Michigan State University 1977 — 1981
BS, Accounting
Williams Sound 2012 - Present
Spectrum Plastics Group July 2009 - 2012
Ameriprise Financial February 2006 - July 2009
Construction 2005 - 2006
Wireless-Developmental Stage Company 2003 - 2005
WAM!NET 1998 - 2003
Cray Inc. 1986 - 1998
KPMG - Peat Marwick 1981 - 1986
Skills
Mergers, Business Planning, Competitive Analysis, Forecasting, Accounting, Customer Service, Contract Negotiation, Account Management, Team Building, Business Strategy, Financial Reporting, Healthcare, Inventory Management, Manufacturing, Process Improvement, Creative Problem Solving, Revenue Recognition, Mergers & Acquisitions, Project Planning, Business Process..., Management, Sarbanes-Oxley Act, Budgets, New Business Development, Business Development, Finance, Strategic Planning, Cross-functional Team...
Education
Cardinal Stritch University 1989 — 1991
MBA, Business Administration
Michigan State University 1977 — 1981
BS, Accounting
Elizabeth Steinman, CPA, CGMA, ARM, CPCU, ACI's KPMG Peat Marwick Experience 1994 - 1997
Job Director of Risk Management and Insurance Services at The Archdiocese of New York
Industry Religious Institutions
Experience
The Archdiocese of New York August 2012 - Present
Kane (USA), Inc. May 2011 - April 2012
HSBC Insurance Management 1999 - 2011
AIG Risk Finance 1997 - 1999
KPMG Peat Marwick 1994 - 1997
Johnson & Higgins 1989 - 1994
Skills
Insurance, Risk Management, Accounting, Captives, Underwriting, Workers Compensation, Enterprise Risk..., Strategic Planning, CRM, Financial Modeling, Property & Casualty..., Auditing, Management, Reinsurance, Professional Liability, Internal Controls, Portfolio Management, Liability, Claim, Financial Analysis, Investments, Relationship Management, Financial Risk, Financial Services, Claims Management, Financial Reporting, General Insurance, Legal Liability, Casualty, Commercial Insurance, Analysis, Leadership, Actuarial Science, Process Improvement, Asset Management, Sarbanes-Oxley Act, Employee Benefits, Due Diligence, Risk Analysis, Executive Management, Finance, Strategic Financial..., Brokers, Mergers & Acquisitions, Corporate Finance, Risk Assessment, Credit, Casualty Insurance
Education
Champlain College
Bachelors, Accounting
The Archdiocese of New York August 2012 - Present
Kane (USA), Inc. May 2011 - April 2012
HSBC Insurance Management 1999 - 2011
AIG Risk Finance 1997 - 1999
KPMG Peat Marwick 1994 - 1997
Johnson & Higgins 1989 - 1994
Skills
Insurance, Risk Management, Accounting, Captives, Underwriting, Workers Compensation, Enterprise Risk..., Strategic Planning, CRM, Financial Modeling, Property & Casualty..., Auditing, Management, Reinsurance, Professional Liability, Internal Controls, Portfolio Management, Liability, Claim, Financial Analysis, Investments, Relationship Management, Financial Risk, Financial Services, Claims Management, Financial Reporting, General Insurance, Legal Liability, Casualty, Commercial Insurance, Analysis, Leadership, Actuarial Science, Process Improvement, Asset Management, Sarbanes-Oxley Act, Employee Benefits, Due Diligence, Risk Analysis, Executive Management, Finance, Strategic Financial..., Brokers, Mergers & Acquisitions, Corporate Finance, Risk Assessment, Credit, Casualty Insurance
Education
Champlain College
Bachelors, Accounting
Patrick Thomasson Patrick Thomasson's KPMG Peat Marwick Experience September 2006 - September 2010
Job Corporate Controller at Sage Automotive Interiors
Industry Accounting
Experience
Sage Automotive Interiors December 2013 - Present
Sage Automotive Interiors August 2013 - November 2013
Sage Automotive Interiors September 2011 - August 2013
Scott and Company LLP September 2010 - November 2011
KPMG Peat Marwick September 2006 - September 2010
Skills
Auditing, CPA, Process Improvement, Forecasting, Internal Controls, Accounting, Financial Reporting, Financial Analysis, US GAAP, Financial Accounting, Big 4, GAAP, Sarbanes-Oxley Act, SEC filings, Cost Accounting, Strategic Financial...
Education
Clemson University 2011 — 2013
Master of Business Administration (MBA)
Clemson University 2001 — 2006
BS Finance, Accounting and Finance
Sage Automotive Interiors December 2013 - Present
Sage Automotive Interiors August 2013 - November 2013
Sage Automotive Interiors September 2011 - August 2013
Scott and Company LLP September 2010 - November 2011
KPMG Peat Marwick September 2006 - September 2010
Skills
Auditing, CPA, Process Improvement, Forecasting, Internal Controls, Accounting, Financial Reporting, Financial Analysis, US GAAP, Financial Accounting, Big 4, GAAP, Sarbanes-Oxley Act, SEC filings, Cost Accounting, Strategic Financial...
Education
Clemson University 2011 — 2013
Master of Business Administration (MBA)
Clemson University 2001 — 2006
BS Finance, Accounting and Finance
Neil Glazer Neil Glazer's KPMG Peat Marwick Experience January 1985 - May 1988
Job Owner, Neil T. Glazer Tax Services, LLC
Industry Accounting
Experience
Neil T. Glazer Tax Services, LLC September 2005 - Present
Precision Metal Products, Inc. January 2004 - September 2005
Complient Corporation November 1999 - January 2004
Weston Inc. January 1994 - November 1999
Oglebay Norton Company May 1988 - January 1994
KPMG Peat Marwick January 1985 - May 1988
Skills
Tax, Tax Preparation, Corporate Tax, Accountants, Financial Planners, Payroll Taxes, Income Tax, Auditing
Education
Cleveland State University - Cleveland-Marshall College of Law 1981 — 1985
Doctor of Law (JD), Law
Cleveland State University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Neil T. Glazer Tax Services, LLC September 2005 - Present
Precision Metal Products, Inc. January 2004 - September 2005
Complient Corporation November 1999 - January 2004
Weston Inc. January 1994 - November 1999
Oglebay Norton Company May 1988 - January 1994
KPMG Peat Marwick January 1985 - May 1988
Skills
Tax, Tax Preparation, Corporate Tax, Accountants, Financial Planners, Payroll Taxes, Income Tax, Auditing
Education
Cleveland State University - Cleveland-Marshall College of Law 1981 — 1985
Doctor of Law (JD), Law
Cleveland State University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Linda Varanko Linda Varanko's KPMG Peat Marwick Experience 1987 - 1989
Job Managing Partner at P&L Strategies
Industry Information Technology and Services
Experience
P&L Strategies March 2010 - Present
Consolidated Mortgage, Inc. 2000 - March 2010
Ameriquest Mortgage 1997 - 2000
Grupo Enlace Mexico 1995 - 1997
Casas International Brokerage 1994 - 1995
Tratec of California 1992 - 1994
AAir Purification Systems 1991 - 1993
Del Mar Securities, Inc. 1989 - 1991
KPMG Peat Marwick 1987 - 1989
Education
California State University-San Marcos - College of Business Administration 1995 — 1998
BS, High Technology Management
P&L Strategies March 2010 - Present
Consolidated Mortgage, Inc. 2000 - March 2010
Ameriquest Mortgage 1997 - 2000
Grupo Enlace Mexico 1995 - 1997
Casas International Brokerage 1994 - 1995
Tratec of California 1992 - 1994
AAir Purification Systems 1991 - 1993
Del Mar Securities, Inc. 1989 - 1991
KPMG Peat Marwick 1987 - 1989
Education
California State University-San Marcos - College of Business Administration 1995 — 1998
BS, High Technology Management
Grace Jerman Grace Jerman's KPMG Peat Marwick Experience 1997 - 1998
Job Talent Acquisition Advisor at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation October 2014 - May 2015
AIG September 2013 - February 2014
CIT July 2011 - June 2013
FEDERAL RESERVE BANK OF NY and AXA EQUITABLE LIFE INSURANCE March 2010 - March 2011
Citi August 2006 - September 2009
BANK of NY, JOHNSON & JOHNSON, MELLON FINANCIAL and CITI 2003 - 2006
Charles Schwab 1998 - 2002
KPMG Peat Marwick 1997 - 1998
Panalpina 1992 - 1996
Skills
Program Development, Project Management, Performance Management, Talent Management, Recruiting, Program Management, Training, Employee Relations, Coaching, Human Resources, Career Development, Sourcing, Talent Acquisition, Temporary Placement, Leadership, Management, Analysis
Education
Columbia University Teachers College 2001 — 2003
MA, Organizational Psychology
California State University-Fullerton 1988 — 1990
BA, Psychology
High School
The Depository Trust & Clearing Corporation October 2014 - May 2015
AIG September 2013 - February 2014
CIT July 2011 - June 2013
FEDERAL RESERVE BANK OF NY and AXA EQUITABLE LIFE INSURANCE March 2010 - March 2011
Citi August 2006 - September 2009
BANK of NY, JOHNSON & JOHNSON, MELLON FINANCIAL and CITI 2003 - 2006
Charles Schwab 1998 - 2002
KPMG Peat Marwick 1997 - 1998
Panalpina 1992 - 1996
Skills
Program Development, Project Management, Performance Management, Talent Management, Recruiting, Program Management, Training, Employee Relations, Coaching, Human Resources, Career Development, Sourcing, Talent Acquisition, Temporary Placement, Leadership, Management, Analysis
Education
Columbia University Teachers College 2001 — 2003
MA, Organizational Psychology
California State University-Fullerton 1988 — 1990
BA, Psychology
High School
Robert Ferrentino Robert Ferrentino's KPMG Peat Marwick Experience September 1990 - February 1994
Job Senior Vice President / Chief Financial Officer at American Road Group
Industry Accounting
Experience
American Road Group January 2010 - Present
HD Supply May 2008 - July 2009
CHEP June 2007 - May 2008
CHEP April 2005 - June 2007
CHEP September 2002 - April 2005
Corning Incorporated September 2000 - September 2002
Corning Incorporated November 1997 - September 2000
Corning Incorporated November 1996 - November 1997
Heraeus February 1994 - November 1997
KPMG Peat Marwick September 1990 - February 1994
Skills
Financial Reporting, Process Improvement, Forecasting
Education
Canisius College 1984 — 1988
BS, Accounting and Mathematics
American Road Group January 2010 - Present
HD Supply May 2008 - July 2009
CHEP June 2007 - May 2008
CHEP April 2005 - June 2007
CHEP September 2002 - April 2005
Corning Incorporated September 2000 - September 2002
Corning Incorporated November 1997 - September 2000
Corning Incorporated November 1996 - November 1997
Heraeus February 1994 - November 1997
KPMG Peat Marwick September 1990 - February 1994
Skills
Financial Reporting, Process Improvement, Forecasting
Education
Canisius College 1984 — 1988
BS, Accounting and Mathematics
Sharon Hirschhorn Sharon Hirschhorn's KPMG Peat Marwick Experience 1977 - 1979
Job Director of Research at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Amy Petrus, CCP, SPHR, SHRM - SCP Amy Petrus, CCP, SPHR, SHRM - SCP's KPMG Peat Marwick Experience November 1995 - December 1996
Job Human Resources Consultant
Industry Human Resources
Experience
Petrus HR Solutions, LLC August 2009 - Present
Susan G. Komen for the Cure 2007 - Present
OverDrive, Inc. January 2010 - February 2012
ERC (Employers Resource Council) September 2000 - July 2009
NACS, Inc National Association of College Stores / NACSCORP December 1996 - September 2000
KPMG Peat Marwick November 1995 - December 1996
Skills
Employee Relations, Performance Management, Human Resources, HRIS, Organizational..., Team Building, Recruiting, Deferred Compensation, HR Consulting, Employee Engagement, Onboarding, Coaching, Talent Management, Compensation & Benefit, Compensation Structure..., Certified Compensation..., Compensation Structures, Management, Leadership Development, Policy, Leadership, Job Descriptions, Employee Handbooks, Hiring, Staff Development, Succession Planning, Technical Recruiting, Executive Coaching, Program Management, Workforce Planning, Organizational..., Labor Relations, Compensation & Benefits
Education
Cleveland State University 1995 — 1998
Masters - Labor Relations / Human Resources
Miami University 1985 — 1989
BS, Business - Organizational Behavior
Petrus HR Solutions, LLC August 2009 - Present
Susan G. Komen for the Cure 2007 - Present
OverDrive, Inc. January 2010 - February 2012
ERC (Employers Resource Council) September 2000 - July 2009
NACS, Inc National Association of College Stores / NACSCORP December 1996 - September 2000
KPMG Peat Marwick November 1995 - December 1996
Skills
Employee Relations, Performance Management, Human Resources, HRIS, Organizational..., Team Building, Recruiting, Deferred Compensation, HR Consulting, Employee Engagement, Onboarding, Coaching, Talent Management, Compensation & Benefit, Compensation Structure..., Certified Compensation..., Compensation Structures, Management, Leadership Development, Policy, Leadership, Job Descriptions, Employee Handbooks, Hiring, Staff Development, Succession Planning, Technical Recruiting, Executive Coaching, Program Management, Workforce Planning, Organizational..., Labor Relations, Compensation & Benefits
Education
Cleveland State University 1995 — 1998
Masters - Labor Relations / Human Resources
Miami University 1985 — 1989
BS, Business - Organizational Behavior
John B. Lisle John B. Lisle's KPMG Peat Marwick Experience March 1997 - May 1998
Job Genealogist, Technologist, Activist, hardly retired.
Industry Management Consulting
Experience
City of Nashua, New Hampshire August 2014 - Present
Clan Davidson Society USA 2008 - Present
Nashua Democratic City Committee 2008 - Present
TQSI Consulting Group 1991 - Present
ASPE Technology January 2004 - 2008
VenturCom Inc. 1999 - 2001
Software Quality Engineering June 1998 - June 1999
KPMG Peat Marwick March 1997 - May 1998
IDX April 1992 - March 1997
Prime Computer Inc. January 1980 - November 1991
Skills
Program Management, Software Development, Testing, Project Management, Management Consulting, Public Speaking
Education
Carnegie Mellon University 1968 — 1974
M. S., Chemistry - Theoretical
Massachusetts Institute of Technology 1964 — 1968
S. B., Chemistry
City of Nashua, New Hampshire August 2014 - Present
Clan Davidson Society USA 2008 - Present
Nashua Democratic City Committee 2008 - Present
TQSI Consulting Group 1991 - Present
ASPE Technology January 2004 - 2008
VenturCom Inc. 1999 - 2001
Software Quality Engineering June 1998 - June 1999
KPMG Peat Marwick March 1997 - May 1998
IDX April 1992 - March 1997
Prime Computer Inc. January 1980 - November 1991
Skills
Program Management, Software Development, Testing, Project Management, Management Consulting, Public Speaking
Education
Carnegie Mellon University 1968 — 1974
M. S., Chemistry - Theoretical
Massachusetts Institute of Technology 1964 — 1968
S. B., Chemistry
Jerry Fetzer Jerry Fetzer's KPMG Peat Marwick Experience September 1995 - October 1998
Job Sr. Technical Architect at Perficient
Industry Computer Software
Experience
Perficient January 2013 - Present
Neudesic March 2010 - January 2013
IncorTech formerly Whitetip, Inc. September 2002 - March 2010
Spinnaker October 1998 - September 2002
KPMG Peat Marwick September 1995 - October 1998
Skills
SaaS, Business Intelligence, Business Analysis, Cloud Computing, Software Development, Microsoft SQL Server, Solution Architecture, SharePoint, Microsoft CRM, SSRS, Professional Services, Integration, C#, Web Services, SDLC, CRM, SQL
Education
California State University-Chico 1990 — 1995
Accounting, Business Administration
Perficient January 2013 - Present
Neudesic March 2010 - January 2013
IncorTech formerly Whitetip, Inc. September 2002 - March 2010
Spinnaker October 1998 - September 2002
KPMG Peat Marwick September 1995 - October 1998
Skills
SaaS, Business Intelligence, Business Analysis, Cloud Computing, Software Development, Microsoft SQL Server, Solution Architecture, SharePoint, Microsoft CRM, SSRS, Professional Services, Integration, C#, Web Services, SDLC, CRM, SQL
Education
California State University-Chico 1990 — 1995
Accounting, Business Administration
Steven Anheier's KPMG Peat Marwick Experience September 2006 - February 2010
Job Director of Finance
Industry Medical Devices
Experience
Accuray March 2010 - Present
KPMG Peat Marwick September 2006 - February 2010
Skills
Forecasting, Sarbanes-Oxley Act, GAAP, Revenue Recognition, Leadership, Financial Reporting, Cost Accounting, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Accounting
Accuray March 2010 - Present
KPMG Peat Marwick September 2006 - February 2010
Skills
Forecasting, Sarbanes-Oxley Act, GAAP, Revenue Recognition, Leadership, Financial Reporting, Cost Accounting, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Accounting
Craig Mathias, CPA, CGMA Craig Mathias, CPA, CGMA's KPMG Peat Marwick Experience January 1983 - January 1987
Job Partner at Dalton, Mathias & Deever, CPAs, LLP
Industry Accounting
Experience
Dalton, Mathias & Deever, CPAs, LLP May 1987 - Present
KPMG Peat Marwick January 1983 - January 1987
JC Penney Company January 1980 - January 1983
Skills
Taxation, Business Consulting, Accounting Systems
Education
CSUN 1979 — 1983
Bachelor of Science, Accounting Theory and MIS, Magna Cum Laude
California State University 1979 — 1983
Dalton, Mathias & Deever, CPAs, LLP May 1987 - Present
KPMG Peat Marwick January 1983 - January 1987
JC Penney Company January 1980 - January 1983
Skills
Taxation, Business Consulting, Accounting Systems
Education
CSUN 1979 — 1983
Bachelor of Science, Accounting Theory and MIS, Magna Cum Laude
California State University 1979 — 1983
Joanna Eldridge's KPMG Peat Marwick Experience May 1996 - August 1997
Job HR Transformation Leader, HR Technology and Strategy Expert
Industry Human Resources
Experience
Hologic, Inc. August 2015 - Present
MIT Sloan CIO Symposium 2006 - Present
Haemonetics October 2012 - June 2015
Akamai Technologies June 2009 - March 2012
WilmerHale April 2009 - May 2009
Towers Perrin April 2007 - August 2008
CDM January 2002 - March 2007
Teradyne September 1997 - December 2001
KPMG Peat Marwick May 1996 - August 1997
Skills
Strategy, Program Management, Leadership, Process Improvement, Vendor Management, Business Analysis, Business Strategy, Business Process..., HR Transformation, HR Technology, HR Service Delivery, Workforce Planning, Project Management, Change Management, HR Operations, Cross-functional Team..., Software Selection, SaaS, Business Process, Human Resources, Talent Management, Management, Training, Analysis, Strategic Planning, Recruiting, IT Strategy, Analytics, HRIS, HR Shared Service, SDLC, Performance Management, Metrics, Oracle E-Business Suite, Personnel Management, Product Management, Requirements Analysis, Event Management, Process Engineering, Consulting, HR Metrics, Software Project..., Forecasting, PeopleSoft, Applicant Tracking..., Taleo, SilkRoad Red Carpet, HR Compliance, FDA Application..., Employee Self Service
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA (SM), IT and Operations
California State University-Los Angeles 1982 — 1989
BS, Computer Information Systems and Business Administration
Hologic, Inc. August 2015 - Present
MIT Sloan CIO Symposium 2006 - Present
Haemonetics October 2012 - June 2015
Akamai Technologies June 2009 - March 2012
WilmerHale April 2009 - May 2009
Towers Perrin April 2007 - August 2008
CDM January 2002 - March 2007
Teradyne September 1997 - December 2001
KPMG Peat Marwick May 1996 - August 1997
Skills
Strategy, Program Management, Leadership, Process Improvement, Vendor Management, Business Analysis, Business Strategy, Business Process..., HR Transformation, HR Technology, HR Service Delivery, Workforce Planning, Project Management, Change Management, HR Operations, Cross-functional Team..., Software Selection, SaaS, Business Process, Human Resources, Talent Management, Management, Training, Analysis, Strategic Planning, Recruiting, IT Strategy, Analytics, HRIS, HR Shared Service, SDLC, Performance Management, Metrics, Oracle E-Business Suite, Personnel Management, Product Management, Requirements Analysis, Event Management, Process Engineering, Consulting, HR Metrics, Software Project..., Forecasting, PeopleSoft, Applicant Tracking..., Taleo, SilkRoad Red Carpet, HR Compliance, FDA Application..., Employee Self Service
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA (SM), IT and Operations
California State University-Los Angeles 1982 — 1989
BS, Computer Information Systems and Business Administration
Bill Plough Bill Plough's KPMG Peat Marwick Experience December 1977 - August 1979
Job Retired
Industry Financial Services
Experience
Consolidated Credit Counseling Services, Inc. February 2008 - December 2012
Peachtree Settlement Funding December 2006 - June 2007
DHL Worldwide Express January 2004 - June 2006
Plough Stables January 2001 - January 2004
VISUAL DATA CORPORATION September 1998 - December 2000
JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA September 1996 - May 1997
Plough Enterprises June 1986 - August 1996
CENTER FOR SPOKEN COMMUNICATION January 1994 - December 1995
FedEx (Federal Express) September 1979 - May 1986
KPMG PEAT MARWICK December 1977 - August 1979
Skills
Fundraising, Non-profits, Public Speaking, Strategic Planning, Public Relations, Customer Service, Budgets, Event Planning, Finance, Financial Analysis, Human Resources, Leadership, Nonprofits, Project Management, Training, Community Outreach
Education
Christian Brothers University 1974 — 1977
BS, Accounting
Consolidated Credit Counseling Services, Inc. February 2008 - December 2012
Peachtree Settlement Funding December 2006 - June 2007
DHL Worldwide Express January 2004 - June 2006
Plough Stables January 2001 - January 2004
VISUAL DATA CORPORATION September 1998 - December 2000
JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA September 1996 - May 1997
Plough Enterprises June 1986 - August 1996
CENTER FOR SPOKEN COMMUNICATION January 1994 - December 1995
FedEx (Federal Express) September 1979 - May 1986
KPMG PEAT MARWICK December 1977 - August 1979
Skills
Fundraising, Non-profits, Public Speaking, Strategic Planning, Public Relations, Customer Service, Budgets, Event Planning, Finance, Financial Analysis, Human Resources, Leadership, Nonprofits, Project Management, Training, Community Outreach
Education
Christian Brothers University 1974 — 1977
BS, Accounting
Jim Healy's KPMG Peat Marwick Experience July 1992 - December 1996
Job
Industry Information Technology and Services
Experience
JEHealy & Associates, LLC December 2013 - Present
Automated Financial Systems, Inc. (AFS) April 2012 - November 2013
Forest Laboratories November 2011 - March 2012
DrugScan March 2011 - November 2011
Private Equity & Venture Capital Market January 2010 - February 2011
International 3RD Party Logistics (3PL) Company May 2008 - January 2010
IBM Global Services August 2006 - April 2008
European Holding Company October 2004 - July 2006
Brandywine Management Group January 1996 - December 2003
KPMG Peat Marwick July 1992 - December 1996
Skills
Global Delivery, Unix, Microsoft SQL Server, Vendor Management, Databases, Operations Management, Enterprise Architecture, IT Strategy, Project Management, Requirements Analysis, IT Management, Change Management, Program Management, Governance, Business Process..., Project Planning, Integration, Management, Disaster Recovery, Testing, SDLC, Strategy, Business Analysis, Software Project..., Business Process, Start-ups, Software Development, Strategic Planning, PMO, Process Improvement, Management Consulting, Leadership, Enterprise Software, Mergers & Acquisitions, Consulting, Team Management, Outsourcing, Business Intelligence, CRM, Information Technology, PMP, Executive Management, Cloud Computing, SaaS, Cross-functional Team..., Organizational..., Professional Services, Project Portfolio..., Data Center, IT Operations
Education
Villanova University 1981 — 1986
MSCS
DoD War College 1982 — 1983
Certificate
Central Michigan University 1978 — 1980
MA
University of Pennsylvania - The Wharton School 1977 — 1978
Lehigh University 1972 — 1976
BA
Life Center
Shiloh Place
JEHealy & Associates, LLC December 2013 - Present
Automated Financial Systems, Inc. (AFS) April 2012 - November 2013
Forest Laboratories November 2011 - March 2012
DrugScan March 2011 - November 2011
Private Equity & Venture Capital Market January 2010 - February 2011
International 3RD Party Logistics (3PL) Company May 2008 - January 2010
IBM Global Services August 2006 - April 2008
European Holding Company October 2004 - July 2006
Brandywine Management Group January 1996 - December 2003
KPMG Peat Marwick July 1992 - December 1996
Skills
Global Delivery, Unix, Microsoft SQL Server, Vendor Management, Databases, Operations Management, Enterprise Architecture, IT Strategy, Project Management, Requirements Analysis, IT Management, Change Management, Program Management, Governance, Business Process..., Project Planning, Integration, Management, Disaster Recovery, Testing, SDLC, Strategy, Business Analysis, Software Project..., Business Process, Start-ups, Software Development, Strategic Planning, PMO, Process Improvement, Management Consulting, Leadership, Enterprise Software, Mergers & Acquisitions, Consulting, Team Management, Outsourcing, Business Intelligence, CRM, Information Technology, PMP, Executive Management, Cloud Computing, SaaS, Cross-functional Team..., Organizational..., Professional Services, Project Portfolio..., Data Center, IT Operations
Education
Villanova University 1981 — 1986
MSCS
DoD War College 1982 — 1983
Certificate
Central Michigan University 1978 — 1980
MA
University of Pennsylvania - The Wharton School 1977 — 1978
Lehigh University 1972 — 1976
BA
Life Center
Shiloh Place
Paul Solomon's KPMG Peat Marwick Experience 1992 - 1996
Job Client Executive at Convergys
Industry Retail
Experience
Convergys November 2010 - Present
Affiliated Computer Services / A Xerox Company April 2009 - December 2010
The Home Depot April 2003 - April 2009
The Home Depot April 2001 - February 2003
The Home Depot January 1998 - April 2001
Electrolux 1996 - 1998
KPMG Peat Marwick 1992 - 1996
Boyd, Haynes & Jones 1988 - 1990
Skills
Business Process..., Outsourcing, Process Improvement, Leadership, Call Center, Contract Negotiation, Business Development, System Design, Strategic Planning, Management, Siebel, Vendor Management, Contact Centers, Coaching, Call Centers, Cross-functional Team..., Change Management, Program Management, Account Management, Recruiting, CRM, Customer Satisfaction, Customer Service, Sales, Customer Experience, Training, Operations Management, Budgets, Project Planning, BPO, Performance Management, Strategy
Education
Centenary College of Louisiana 1988 — 1992
BS Business and Accounting, Minor in Economics
Convergys November 2010 - Present
Affiliated Computer Services / A Xerox Company April 2009 - December 2010
The Home Depot April 2003 - April 2009
The Home Depot April 2001 - February 2003
The Home Depot January 1998 - April 2001
Electrolux 1996 - 1998
KPMG Peat Marwick 1992 - 1996
Boyd, Haynes & Jones 1988 - 1990
Skills
Business Process..., Outsourcing, Process Improvement, Leadership, Call Center, Contract Negotiation, Business Development, System Design, Strategic Planning, Management, Siebel, Vendor Management, Contact Centers, Coaching, Call Centers, Cross-functional Team..., Change Management, Program Management, Account Management, Recruiting, CRM, Customer Satisfaction, Customer Service, Sales, Customer Experience, Training, Operations Management, Budgets, Project Planning, BPO, Performance Management, Strategy
Education
Centenary College of Louisiana 1988 — 1992
BS Business and Accounting, Minor in Economics
Kim Bui's KPMG Peat Marwick Experience April 1997 - May 1998
Job Vice President Strategic and Corporate Development at Compac Sorting Equipment
Industry Industrial Automation
Experience
Compac Sorting Equipment May 2015 - Present
Emulex Corporation August 2005 - May 2015
Powerwave Technologies September 1999 - August 2005
AT Kearney August 1998 - September 1999
KPMG Peat Marwick April 1997 - May 1998
Toshiba America Information Systems October 1994 - August 1996
AST Computers 1989 - 1994
AST Research July 1989 - July 1991
Skills
Strategy, Strategic Partnerships, Mergers & Acquisitions, Business Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Go-to-market Strategy, Financial Modeling, Mergers, Business Planning, Forecasting, Program Management, Strategic Planning, Start-ups, Market Analysis, Leadership, Product Management, Management, Due Diligence, Telecommunications, Market Research, Corporate Finance, Acquisition Integration, Corporate Development, Marketing, Business Alliances, Finance, Investments, Valuation, Negotiation, Executive Management, Budgets, Change Management, Strategy Development, Consulting, Agribusiness, Fresh Produce, Product Development, Analysis, Integration, Product Marketing
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
MBA, Strategy and Marketing
Claremont McKenna College 1987 — 1991
BA, Economics
Queen Mary, U. of London 1989 — 1990
Economics and Political Science
Compac Sorting Equipment May 2015 - Present
Emulex Corporation August 2005 - May 2015
Powerwave Technologies September 1999 - August 2005
AT Kearney August 1998 - September 1999
KPMG Peat Marwick April 1997 - May 1998
Toshiba America Information Systems October 1994 - August 1996
AST Computers 1989 - 1994
AST Research July 1989 - July 1991
Skills
Strategy, Strategic Partnerships, Mergers & Acquisitions, Business Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Go-to-market Strategy, Financial Modeling, Mergers, Business Planning, Forecasting, Program Management, Strategic Planning, Start-ups, Market Analysis, Leadership, Product Management, Management, Due Diligence, Telecommunications, Market Research, Corporate Finance, Acquisition Integration, Corporate Development, Marketing, Business Alliances, Finance, Investments, Valuation, Negotiation, Executive Management, Budgets, Change Management, Strategy Development, Consulting, Agribusiness, Fresh Produce, Product Development, Analysis, Integration, Product Marketing
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
MBA, Strategy and Marketing
Claremont McKenna College 1987 — 1991
BA, Economics
Queen Mary, U. of London 1989 — 1990
Economics and Political Science
Paul Dewey Paul Dewey's KPMG Peat Marwick Experience March 1992 - August 1996
Job Vice President, Acquisitions at Simpson Housing
Industry Real Estate
Experience
Simpson Housing 2011 - Present
Summer Street Advisors, LLC August 2010 - April 2011
Minerva, LLC September 2009 - August 2010
GE Capital January 2005 - February 2009
GE Real Estate January 2000 - January 2005
GE Real Estate March 1998 - December 1999
GE Real Estate September 1996 - February 1998
KPMG Peat Marwick March 1992 - August 1996
Education
Central Connecticut State University 1983 — 1987
BS, Accounting
Simpson Housing 2011 - Present
Summer Street Advisors, LLC August 2010 - April 2011
Minerva, LLC September 2009 - August 2010
GE Capital January 2005 - February 2009
GE Real Estate January 2000 - January 2005
GE Real Estate March 1998 - December 1999
GE Real Estate September 1996 - February 1998
KPMG Peat Marwick March 1992 - August 1996
Education
Central Connecticut State University 1983 — 1987
BS, Accounting
Corene Prah, CPA's KPMG Peat Marwick Experience 1992 - 1994
Job Vice PresidentFinance at Kohl's
Industry Retail
Experience
Kohl's July 1994 - Present
Kohl's Department Stores 1994 - 2014
KPMG Peat Marwick 1992 - 1994
Skills
Inventory Management, Leadership, Team Leadership, Financial Analysis, Budgets, Loss Prevention, Strategic Planning, Managerial Finance, Strategic Financial..., Team Building, Financial Reporting, Merchandising, Accounting, Store Management, Vendor Management, Forecasting, P&L, Shrinkage, Finance, Profit, Retail, Management, Business Analysis, Cross-functional Team..., Process Improvement, Sarbanes-Oxley Act
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
EMBA, Business
California State University-Bakersfield 1989 — 1991
Bachlor of Science in Business Administration, Accounting
West Allis Central
West Allis Central
Kohl's July 1994 - Present
Kohl's Department Stores 1994 - 2014
KPMG Peat Marwick 1992 - 1994
Skills
Inventory Management, Leadership, Team Leadership, Financial Analysis, Budgets, Loss Prevention, Strategic Planning, Managerial Finance, Strategic Financial..., Team Building, Financial Reporting, Merchandising, Accounting, Store Management, Vendor Management, Forecasting, P&L, Shrinkage, Finance, Profit, Retail, Management, Business Analysis, Cross-functional Team..., Process Improvement, Sarbanes-Oxley Act
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
EMBA, Business
California State University-Bakersfield 1989 — 1991
Bachlor of Science in Business Administration, Accounting
West Allis Central
West Allis Central
Jeff Sorensen Jeff Sorensen's KPMG Peat Marwick Experience January 1982 - January 1985
Job Owner / Operator
Industry Hospital & Health Care
Experience
JA Sorensen Consulting August 2014 - Present
Spring Valley Post Acute December 2013 - July 2014
NORTH AMERICAN HEALTH CARE, INC November 2007 - March 2011
ResMAE MorrtgageRESMAE MORTGAGE CORPORATION May 2004 - October 2007
Washington Mutual January 2000 - May 2004
Long Beach Mortgage January 1992 - January 2000
BANK OF AMERICA January 1989 - January 1992
COAST SAVINGS & LOAN ASSOCIATION January 1985 - January 1989
KPMG Peat Marwick January 1982 - January 1985
Skills
Banking, Structured Finance, Capital Markets, Portfolio Management, Loans, Mortgage Lending, Loan Origination, Management, Loan Servicing, Funding, Executive Management, Risk Management, Business Development, Mortgage Banking, Bonds, Credit, Securitization, Securities, Fixed Income, Negotiation, Financial Analysis, Strategic Planning, Due Diligence, Operations Management, Real Estate, Financial Markets, Contract Negotiation, Business Strategy, Finance, Treasury Management, Credit Analysis, Credit Risk, Asset Management, Financial Modeling, Residential Mortgages, Corporate Finance, Investor Relations, Refinance, Loss Mitigation, Product Development, Commercial Banking, Derivatives, Mortgage, Compliance, Hedging, Enterprise Risk..., P&L Management, Risk Analysis, Mortgage Industry, Financial Services
Education
California State University 1980 — 1982
B.S, Business Administration
California State University, Los Angeles - College of Business and Economics
Bachelor of Science (B.S.), Small Business Administration/Management
JA Sorensen Consulting August 2014 - Present
Spring Valley Post Acute December 2013 - July 2014
NORTH AMERICAN HEALTH CARE, INC November 2007 - March 2011
ResMAE MorrtgageRESMAE MORTGAGE CORPORATION May 2004 - October 2007
Washington Mutual January 2000 - May 2004
Long Beach Mortgage January 1992 - January 2000
BANK OF AMERICA January 1989 - January 1992
COAST SAVINGS & LOAN ASSOCIATION January 1985 - January 1989
KPMG Peat Marwick January 1982 - January 1985
Skills
Banking, Structured Finance, Capital Markets, Portfolio Management, Loans, Mortgage Lending, Loan Origination, Management, Loan Servicing, Funding, Executive Management, Risk Management, Business Development, Mortgage Banking, Bonds, Credit, Securitization, Securities, Fixed Income, Negotiation, Financial Analysis, Strategic Planning, Due Diligence, Operations Management, Real Estate, Financial Markets, Contract Negotiation, Business Strategy, Finance, Treasury Management, Credit Analysis, Credit Risk, Asset Management, Financial Modeling, Residential Mortgages, Corporate Finance, Investor Relations, Refinance, Loss Mitigation, Product Development, Commercial Banking, Derivatives, Mortgage, Compliance, Hedging, Enterprise Risk..., P&L Management, Risk Analysis, Mortgage Industry, Financial Services
Education
California State University 1980 — 1982
B.S, Business Administration
California State University, Los Angeles - College of Business and Economics
Bachelor of Science (B.S.), Small Business Administration/Management
Larry R. Pettit, CPA, CITP, CGMA Larry R. Pettit, CPA, CITP, CGMA's KPMG Peat Marwick Experience January 1986 - September 1990
Job President at Carillon ERP
Industry Computer Software
Experience
Carillon ERP September 1990 - Present
Pettit Consulting, P.C. 1990 - Present
KPMG Peat Marwick January 1986 - September 1990
Arthur Andersen & Co. 1981 - 1986
Skills
ERP, Management Consulting, Manufacturing, Accounting, Process Improvement, Budgets, Business Strategy, Management, Change Management, Financial Reporting, Business Analysis, Strategic Planning, Project Planning, Project Management, Forecasting, Managerial Finance, Team Leadership, Cross-functional Team..., SAP, Start-ups, Leadership, Software Development, Business Intelligence, Enterprise Software
Education
Canisius College 1972 — 1976
BS, Accounting
Carillon ERP September 1990 - Present
Pettit Consulting, P.C. 1990 - Present
KPMG Peat Marwick January 1986 - September 1990
Arthur Andersen & Co. 1981 - 1986
Skills
ERP, Management Consulting, Manufacturing, Accounting, Process Improvement, Budgets, Business Strategy, Management, Change Management, Financial Reporting, Business Analysis, Strategic Planning, Project Planning, Project Management, Forecasting, Managerial Finance, Team Leadership, Cross-functional Team..., SAP, Start-ups, Leadership, Software Development, Business Intelligence, Enterprise Software
Education
Canisius College 1972 — 1976
BS, Accounting
Phil Weiss Phil Weiss's KPMG Peat Marwick Experience 1995 - 2002
Job IT Risk and Compliance Manager at Genworth Financials
Industry Information Technology and Services
Experience
Genworth Financials August 2013 - Present
PCAOB April 2009 - August 2013
Control Solutions International 2006 - 2008
Solectron 2004 - 2006
KPMG July 1995 - April 2002
KPMG Peat Marwick 1995 - 2002
American Express 1976 - 1981
Skills
SAS70, Internal Audit, IT Audit, CISA, Sarbanes-Oxley Act, COBIT, Information Security..., SOX 404, IT Controls, IT Strategy, Sarbanes-Oxley, Assurance, Auditing, Information Security, Information Technology, Internal Controls, Risk Management
Education
City University of New York
BA, Liberal Arts
John Bowne HS
Genworth Financials August 2013 - Present
PCAOB April 2009 - August 2013
Control Solutions International 2006 - 2008
Solectron 2004 - 2006
KPMG July 1995 - April 2002
KPMG Peat Marwick 1995 - 2002
American Express 1976 - 1981
Skills
SAS70, Internal Audit, IT Audit, CISA, Sarbanes-Oxley Act, COBIT, Information Security..., SOX 404, IT Controls, IT Strategy, Sarbanes-Oxley, Assurance, Auditing, Information Security, Information Technology, Internal Controls, Risk Management
Education
City University of New York
BA, Liberal Arts
John Bowne HS
Richard Aaron Richard Aaron's KPMG Peat Marwick Experience 1971 - 1974
Job
Industry Photography
Experience
Richard Aaron Photography June 1979 - Present
Richard Aaron CPA January 1980 - March 2015
CCH Tax & Accounting - A Wolters Kluwer Company July 1988 - August 2014
Los Angeles and North Orange County Community College Districts September 1975 - June 1983
KPMG Peat Marwick 1971 - 1974
Skills
Photography, Fine Art Photographer, CPA, Corporate Tax, Tax Preparation, Instructor of Tax and..., Income Tax, Analysis, Nonprofits, Tax software developer, Editing, Public Speaking, Photoshop, Social Networking, Fine Art Photography, Digital Photography
Education
UCLA 1969 — 1971
BS, Accounting, Political Science
California State University-Fullerton 1976 — 1979
MS Design (Photography), Fine Art Photography
Richard Aaron Photography June 1979 - Present
Richard Aaron CPA January 1980 - March 2015
CCH Tax & Accounting - A Wolters Kluwer Company July 1988 - August 2014
Los Angeles and North Orange County Community College Districts September 1975 - June 1983
KPMG Peat Marwick 1971 - 1974
Skills
Photography, Fine Art Photographer, CPA, Corporate Tax, Tax Preparation, Instructor of Tax and..., Income Tax, Analysis, Nonprofits, Tax software developer, Editing, Public Speaking, Photoshop, Social Networking, Fine Art Photography, Digital Photography
Education
UCLA 1969 — 1971
BS, Accounting, Political Science
California State University-Fullerton 1976 — 1979
MS Design (Photography), Fine Art Photography
Carol Lynch, CPA Carol Lynch, CPA's KPMG Peat Marwick Experience 1992 - 1997
Job Controller Mountainstar Capital
Industry Financial Services
Experience
Mountainstar Capital July 2015 - Present
Regency Centers December 2013 - July 2015
InHouse, Inc August 2012 - July 2013
Advent Software June 2011 - July 2012
Black Diamond Performance Reporting, LLC February 2009 - June 2011
Taleo July 2008 - February 2009
Vurv Technology 2007 - June 2008
Website Pros, Inc. November 2002 - May 2007
KPMG Peat Marwick 1992 - 1997
Skills
Financial Accounting, Financial Planning, Controller, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Mergers, Forecasting, SaaS, Process Improvement, General Ledger, Internal Controls, SEC filings, Sarbanes-Oxley, Business Analysis, Budgets, Executive Management, Consolidation, Payroll, GAAP, US GAAP, PeopleSoft, CPA, Big 4, Finance, Mergers & Acquisitions, Variance Analysis, Acquisition Integration
Education
California State University-Northridge 1989 — 1991
Bachelor of Science, Accounting
Mountainstar Capital July 2015 - Present
Regency Centers December 2013 - July 2015
InHouse, Inc August 2012 - July 2013
Advent Software June 2011 - July 2012
Black Diamond Performance Reporting, LLC February 2009 - June 2011
Taleo July 2008 - February 2009
Vurv Technology 2007 - June 2008
Website Pros, Inc. November 2002 - May 2007
KPMG Peat Marwick 1992 - 1997
Skills
Financial Accounting, Financial Planning, Controller, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Mergers, Forecasting, SaaS, Process Improvement, General Ledger, Internal Controls, SEC filings, Sarbanes-Oxley, Business Analysis, Budgets, Executive Management, Consolidation, Payroll, GAAP, US GAAP, PeopleSoft, CPA, Big 4, Finance, Mergers & Acquisitions, Variance Analysis, Acquisition Integration
Education
California State University-Northridge 1989 — 1991
Bachelor of Science, Accounting
Richard Valladao's KPMG Peat Marwick Experience 1987 - 1990
Job Versatile Corporate Controller, CPA
Industry Information Technology and Services
Experience
HM.Clause, Inc. 2013 - 2014
EverStream Energy Capital Management 2013 - 2013
Itron, Inc. 2003 - 2013
Silicon Energy Corp. 2000 - 2003
IOWN.com 1999 - 2000
MERIDIAN INDUSTRIAL TRUST 1997 - 1999
C&L FINANCIAL, INC. 1994 - 1997
PRICE WATERHOUSE 1990 - 1994
KPMG PEAT MARWICK 1987 - 1990
Skills
Revenue Recognition, US GAAP, Revenue and Cost of..., OPEX Accounting, Sarbanes-Oxley, Internal Controls, Financial Reporting, Consolidation, Cost Accounting, Financial Analysis, Budget and Forecasting, Oracle R12 Financials, Hyperion Enterprise, Real Estate Accounting..., Software and..., Forecasting, Accounting, Internal Audit, Process Improvement, Auditing, Mergers & Acquisitions, Enterprise Software, GAAP, Due Diligence, Strategic Financial..., Financial Audits, Start-ups, Risk Management, Tax, Budgets, Acquisition Integration, Finance, Sarbanes-Oxley Act, Financial Planning
Education
California State University-Long Beach
Bachelor of Science in Business Administration
HM.Clause, Inc. 2013 - 2014
EverStream Energy Capital Management 2013 - 2013
Itron, Inc. 2003 - 2013
Silicon Energy Corp. 2000 - 2003
IOWN.com 1999 - 2000
MERIDIAN INDUSTRIAL TRUST 1997 - 1999
C&L FINANCIAL, INC. 1994 - 1997
PRICE WATERHOUSE 1990 - 1994
KPMG PEAT MARWICK 1987 - 1990
Skills
Revenue Recognition, US GAAP, Revenue and Cost of..., OPEX Accounting, Sarbanes-Oxley, Internal Controls, Financial Reporting, Consolidation, Cost Accounting, Financial Analysis, Budget and Forecasting, Oracle R12 Financials, Hyperion Enterprise, Real Estate Accounting..., Software and..., Forecasting, Accounting, Internal Audit, Process Improvement, Auditing, Mergers & Acquisitions, Enterprise Software, GAAP, Due Diligence, Strategic Financial..., Financial Audits, Start-ups, Risk Management, Tax, Budgets, Acquisition Integration, Finance, Sarbanes-Oxley Act, Financial Planning
Education
California State University-Long Beach
Bachelor of Science in Business Administration
Ran Farmer Ran Farmer's KPMG Peat Marwick Experience 1985 - 1992
Job Senior Managing Director at ARPC
Industry Wireless
Experience
ARPC June 2011 - Present
Netbiscuits, Inc. 2005 - June 2011
Ashburn International July 1996 - August 2005
Deloitte & Touche June 1994 - July 1996
KPMG Peat Marwick 1985 - 1992
Booz, Allen & Hamilton August 1982 - June 1985
Skills
Mobile Devices, Business Development, International Business, Management, Management Consulting, Mobile Internet, Strategy, E-commerce, Start-ups, Product Management
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA
Penn State University 1976 — 1980
BS
ARPC June 2011 - Present
Netbiscuits, Inc. 2005 - June 2011
Ashburn International July 1996 - August 2005
Deloitte & Touche June 1994 - July 1996
KPMG Peat Marwick 1985 - 1992
Booz, Allen & Hamilton August 1982 - June 1985
Skills
Mobile Devices, Business Development, International Business, Management, Management Consulting, Mobile Internet, Strategy, E-commerce, Start-ups, Product Management
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA
Penn State University 1976 — 1980
BS
Carl Hoff Carl Hoff's KPMG Peat Marwick Experience July 1987 - December 1990
Job President and CEO
Industry Food Production
Experience
Butte County Rice Growers Association July 2009 - Present
Morrison & Company February 2008 - July 2009
Butte County Rice Growers Association March 1995 - February 2008
Rice Growers Association of California January 1991 - March 1995
KPMG Peat Marwick July 1987 - December 1990
Skills
Strategic Planning, Financial Planning, Budgeting, Financial Analysis, Business Strategy, Budgets, Strategic Financial..., New Business Development, Accounting, Business Planning, Finance, Forecasting, CPA, Executive Management, Acquisition Integration, Mergers & Acquisitions, Auditing
Education
California State University-Chico 1982 — 1987
BS, Accounting
Butte County Rice Growers Association July 2009 - Present
Morrison & Company February 2008 - July 2009
Butte County Rice Growers Association March 1995 - February 2008
Rice Growers Association of California January 1991 - March 1995
KPMG Peat Marwick July 1987 - December 1990
Skills
Strategic Planning, Financial Planning, Budgeting, Financial Analysis, Business Strategy, Budgets, Strategic Financial..., New Business Development, Accounting, Business Planning, Finance, Forecasting, CPA, Executive Management, Acquisition Integration, Mergers & Acquisitions, Auditing
Education
California State University-Chico 1982 — 1987
BS, Accounting
Robert O'Neill Robert O'Neill's KPMG Peat Marwick Experience July 1988 - August 1994
Job Chief Executive Officer at Robert T. O'Neill Consultancy
Industry Government Administration
Experience
Robert T. O'Neill Consultancy July 2013 - Present
California State Lottery December 2011 - July 2013
KPMG Advisory October 2003 - September 2011
BearingPoint February 1996 - August 2003
CAST Managment Consultants, Inc. September 1994 - February 1996
KPMG Peat Marwick July 1988 - August 1994
Commission on California State Government Organization and Economy April 1986 - July 1988
Peat Marwick,Mitchell & Co. August 1982 - April 1986
California Auditor General's Office April 1977 - September 1982
United States Air Force August 1973 - September 1975
Skills
Business Process..., Program Management, Project Management, Internal Controls, Government, Risk Management, Auditing, Strategic Planning, Change Management, Management Consulting, Sarbanes-Oxley Act, IT Audit, IT Strategy, Business Transformation, Governance, Business Strategy, Enterprise Risk..., Business Analysis, Public Sector, Finance, Management, Consulting, Due Diligence, Policy, Information Technology, Business Process, Strategy, COSO, Process Improvement, Managerial Finance, Big 4, Analysis, CISA, Mergers & Acquisitions, Executive Management, SAS70, Financial Services, Acquisition Integration, Internal Audit, Risk Assessment, Business Process..., Tax, Business Development, Project Portfolio..., Business Intelligence, Restructuring, SEC filings, FCPA, Financial Risk, PMO
Education
California State University-Sacramento
Master of Public administration, Public Administration
Colby College, Waterville, Maine
Bachelor's degree, Economics
Robert T. O'Neill Consultancy July 2013 - Present
California State Lottery December 2011 - July 2013
KPMG Advisory October 2003 - September 2011
BearingPoint February 1996 - August 2003
CAST Managment Consultants, Inc. September 1994 - February 1996
KPMG Peat Marwick July 1988 - August 1994
Commission on California State Government Organization and Economy April 1986 - July 1988
Peat Marwick,Mitchell & Co. August 1982 - April 1986
California Auditor General's Office April 1977 - September 1982
United States Air Force August 1973 - September 1975
Skills
Business Process..., Program Management, Project Management, Internal Controls, Government, Risk Management, Auditing, Strategic Planning, Change Management, Management Consulting, Sarbanes-Oxley Act, IT Audit, IT Strategy, Business Transformation, Governance, Business Strategy, Enterprise Risk..., Business Analysis, Public Sector, Finance, Management, Consulting, Due Diligence, Policy, Information Technology, Business Process, Strategy, COSO, Process Improvement, Managerial Finance, Big 4, Analysis, CISA, Mergers & Acquisitions, Executive Management, SAS70, Financial Services, Acquisition Integration, Internal Audit, Risk Assessment, Business Process..., Tax, Business Development, Project Portfolio..., Business Intelligence, Restructuring, SEC filings, FCPA, Financial Risk, PMO
Education
California State University-Sacramento
Master of Public administration, Public Administration
Colby College, Waterville, Maine
Bachelor's degree, Economics
Lisa Jolicoeur Lisa Jolicoeur's KPMG Peat Marwick Experience 1988 - 1990
Job CPA, ABV, JD, CFF, MST, Founder Jolicoeur & Associates
Industry Accounting
Experience
Jolicoeur & Associates March 2010 - Present
Seiler & Company, LLP 2005 - 2010
BDO Seidman, LLP 1999 - 2005
Jones, Schiller & Company 1998 - 1999
Levi, Jones & Bertozzi 1995 - 1998
Kupperberg, Damasco & Associates 1995 - 1996
KPMG Peat Marwick 1988 - 1990
Skills
Forensic Accounting, Tax Preparation, CPA, Business Valuation, Estate Tax Planning, Expert Witness, Forensic Analysis, Litigation Support, Tax, Partnership Taxation, Accountants, Trusts, Litigation, Financial Planners, Tax Law, Income Tax, Mergers & Acquisitions, Corporate Tax
Education
Golden Gate University 1994 — 1999
JD, Law
California State University-East Bay
Bachelor's degree and Masters Degree
Jolicoeur & Associates March 2010 - Present
Seiler & Company, LLP 2005 - 2010
BDO Seidman, LLP 1999 - 2005
Jones, Schiller & Company 1998 - 1999
Levi, Jones & Bertozzi 1995 - 1998
Kupperberg, Damasco & Associates 1995 - 1996
KPMG Peat Marwick 1988 - 1990
Skills
Forensic Accounting, Tax Preparation, CPA, Business Valuation, Estate Tax Planning, Expert Witness, Forensic Analysis, Litigation Support, Tax, Partnership Taxation, Accountants, Trusts, Litigation, Financial Planners, Tax Law, Income Tax, Mergers & Acquisitions, Corporate Tax
Education
Golden Gate University 1994 — 1999
JD, Law
California State University-East Bay
Bachelor's degree and Masters Degree
Steven Katzman Steven Katzman's KPMG Peat Marwick Experience August 2000 - June 2002
Job Consultant and Learning Facilitator at Semi Retired
Industry Financial Services
Experience
Semi Retired April 2014 - Present
Charlotte Chapter of the IIA 2011 - Present
The Institute of Internal Auditors Inc. 2010 - Present
TIAA-CREF February 2009 - April 2014
Institute of Internal Auditors 2010 - 2011
IIA 2006 - 2010
TIAA-CREF February 2005 - 2009
self July 2004 - February 2005
Bank of America September 2002 - July 2004
KPMG Peat Marwick August 2000 - June 2002
Skills
Audit, IT Audit, CISA, Enterprise Risk..., Certified Internal..., Process Improvement, Analysis, Non-profits, Team Building, Risk Mitigation, Problem Solving, IT Governance, Risk, TeamMate Audit..., Six Sigma, ITIL, Auditing, Risk Management, Financial Risk, Internal Audit, Governance, Risk Assessment, Fraud, Nonprofits, Sarbanes-Oxley Act, Information Security, COSO, Assurance, Information Technology, SAS70, Internal Controls, Business Process..., Management, Certified Fraud Examiner, Operational Risk..., Corporate Governance, Business Continuity, Quality Auditing, Operational Risk, COBIT, SEC filings, CISSP, GAAP, Leadership, Training, US GAAP, Accounting, Financial Analysis, Due Diligence, Financial Services
Education
Central Connecticut State University 1990 — 1995
BS, MIS with a Minor in Business
Semi Retired April 2014 - Present
Charlotte Chapter of the IIA 2011 - Present
The Institute of Internal Auditors Inc. 2010 - Present
TIAA-CREF February 2009 - April 2014
Institute of Internal Auditors 2010 - 2011
IIA 2006 - 2010
TIAA-CREF February 2005 - 2009
self July 2004 - February 2005
Bank of America September 2002 - July 2004
KPMG Peat Marwick August 2000 - June 2002
Skills
Audit, IT Audit, CISA, Enterprise Risk..., Certified Internal..., Process Improvement, Analysis, Non-profits, Team Building, Risk Mitigation, Problem Solving, IT Governance, Risk, TeamMate Audit..., Six Sigma, ITIL, Auditing, Risk Management, Financial Risk, Internal Audit, Governance, Risk Assessment, Fraud, Nonprofits, Sarbanes-Oxley Act, Information Security, COSO, Assurance, Information Technology, SAS70, Internal Controls, Business Process..., Management, Certified Fraud Examiner, Operational Risk..., Corporate Governance, Business Continuity, Quality Auditing, Operational Risk, COBIT, SEC filings, CISSP, GAAP, Leadership, Training, US GAAP, Accounting, Financial Analysis, Due Diligence, Financial Services
Education
Central Connecticut State University 1990 — 1995
BS, MIS with a Minor in Business
Karl Rebay Karl Rebay's KPMG Peat Marwick Experience 1997 - 2000
Job Director, Health Care Consulting Group at Moss Adams, LLP
Industry Hospital & Health Care
Experience
Moss Adams LLP October 2011 - Present
SDS Advisors January 2010 - October 2011
Monarch HealthCare November 2006 - January 2010
Centinela Freeman Health System 2004 - 2006
Keck School of Medicine, University of Southern California 2003 - 2004
Tenet Healthcare 2000 - 2003
KPMG Peat Marwick 1997 - 2000
Skills
Strategy, Accounting, Analysis, Due Diligence, Strategic Planning, Business Planning, Healthcare, Mergers & Acquisitions, Management, Revenue Cycle, Healthcare Consulting, Medicare, Valuation, Financial Analysis, Managed Care, Tax, Operations Management, Financial Services, Business Consulting, Financial Statements..., Planning Budgeting &..., Healthcare Information..., Financial Reporting, Healthcare Management, Finance, Management Consulting, Accountable Care, Executive Management, HIPAA, CPA, Managerial Finance, Process Improvement, Auditing, Hospitals, Healthcare Industry, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA
California State Polytechnic University-Pomona 1992 — 1995
BS
Moss Adams LLP October 2011 - Present
SDS Advisors January 2010 - October 2011
Monarch HealthCare November 2006 - January 2010
Centinela Freeman Health System 2004 - 2006
Keck School of Medicine, University of Southern California 2003 - 2004
Tenet Healthcare 2000 - 2003
KPMG Peat Marwick 1997 - 2000
Skills
Strategy, Accounting, Analysis, Due Diligence, Strategic Planning, Business Planning, Healthcare, Mergers & Acquisitions, Management, Revenue Cycle, Healthcare Consulting, Medicare, Valuation, Financial Analysis, Managed Care, Tax, Operations Management, Financial Services, Business Consulting, Financial Statements..., Planning Budgeting &..., Healthcare Information..., Financial Reporting, Healthcare Management, Finance, Management Consulting, Accountable Care, Executive Management, HIPAA, CPA, Managerial Finance, Process Improvement, Auditing, Hospitals, Healthcare Industry, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA
California State Polytechnic University-Pomona 1992 — 1995
BS
Annemarie Penny's KPMG Peat Marwick Experience 1994 - 1995
Job Connecting Top Talent with Technology Startups and Rapid Growth Companies in Los Angeles
Industry Staffing and Recruiting
Experience
Apex Direct Search 1996 - Present
Cypher Winery August 2009 - November 2009
Jobplex March 2006 - January 2007
BridgeGate Group 1995 - 1996
KPMG Peat Marwick 1994 - 1995
Hughes Aircraft Company 1990 - 1994
Skills
Thought Leadership, Recruiting, Strategy, Sales, Sales Management, Start-ups, Executive Search, Human Resources, SEO, Business Development, Marketing, Lead Generation, Social Media, Sourcing, Search, Online Marketing, Online Advertising, Strategic Partnerships, Marketing Strategy, Executive Management, Digital Media, Business Strategy, Salesforce.com, Web Analytics, Contract Negotiation, Management, Entrepreneurship, New Business Development, E-commerce
Education
California State University-Long Beach - College of Business Administration 1992 — 1995
MBA
Apex Direct Search 1996 - Present
Cypher Winery August 2009 - November 2009
Jobplex March 2006 - January 2007
BridgeGate Group 1995 - 1996
KPMG Peat Marwick 1994 - 1995
Hughes Aircraft Company 1990 - 1994
Skills
Thought Leadership, Recruiting, Strategy, Sales, Sales Management, Start-ups, Executive Search, Human Resources, SEO, Business Development, Marketing, Lead Generation, Social Media, Sourcing, Search, Online Marketing, Online Advertising, Strategic Partnerships, Marketing Strategy, Executive Management, Digital Media, Business Strategy, Salesforce.com, Web Analytics, Contract Negotiation, Management, Entrepreneurship, New Business Development, E-commerce
Education
California State University-Long Beach - College of Business Administration 1992 — 1995
MBA
John Loewer John Loewer's KPMG Peat Marwick Experience 1981 - 1991
Job Director of Tax M&T Bank
Industry Banking
Experience
M&T Bank November 1996 - Present
First Federal Savings and Loan April 1991 - October 1996
KPMG August 1981 - April 1991
KPMG Peat Marwick 1981 - 1991
Freed Maxick Bataglia May 1977 - August 1981
Education
Canisius College 1973 — 1977
BS Accounting, Accounting
M&T Bank November 1996 - Present
First Federal Savings and Loan April 1991 - October 1996
KPMG August 1981 - April 1991
KPMG Peat Marwick 1981 - 1991
Freed Maxick Bataglia May 1977 - August 1981
Education
Canisius College 1973 — 1977
BS Accounting, Accounting
Stefan Grasu Stefan Grasu's KPMG Peat Marwick Experience January 2005 - July 2009
Job Fund Controller at Standish Management, LLC
Industry Financial Services
Experience
Standish Management, LLC January 2013 - Present
SunAmerica Financial Group April 2010 - December 2012
KPMG Peat Marwick January 2005 - July 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Cash Flow, General Ledger, Financial Analysis, GAAP, SEC filings, Valuation, IFRS, Alternative Investments, US GAAP, Financial Accounting, Private Equity, Financial Modeling, Financial Statements
Education
California State University-Northridge 1999 — 2004
B.S., Accoutancy
FB
Millikan Junior High
Millikan Junior High
Standish Management, LLC January 2013 - Present
SunAmerica Financial Group April 2010 - December 2012
KPMG Peat Marwick January 2005 - July 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Cash Flow, General Ledger, Financial Analysis, GAAP, SEC filings, Valuation, IFRS, Alternative Investments, US GAAP, Financial Accounting, Private Equity, Financial Modeling, Financial Statements
Education
California State University-Northridge 1999 — 2004
B.S., Accoutancy
FB
Millikan Junior High
Millikan Junior High
Richard Grotheer Richard Grotheer's KPMG Peat Marwick Experience 1983 - 2001
Job Retired Consultant
Industry Management Consulting
Experience
BearingPoint January 2005 - Present
BearingPoint September 1983 - December 2004
KPMG Peat Marwick 1983 - 2001
KPMG 1983 - 2001
KPMG Management Consulting 1983 - 2000
Global Marine Development Corp. January 1979 - August 1981
Direct Energy Corp. January 1978 - December 1978
General Dynamics Electric Boat Division December 1974 - August 1977
Skills
Management Consulting, Business Process..., IT Strategy, Program Management, Business Transformation
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA
University of New Haven 1975 — 1977
BS, Mechanical Engineering
Pittsburg State University 1971 — 1973
MS, Mathematics
Pittsburg State University 1965 — 1969
BA, Mathematics
BearingPoint January 2005 - Present
BearingPoint September 1983 - December 2004
KPMG Peat Marwick 1983 - 2001
KPMG 1983 - 2001
KPMG Management Consulting 1983 - 2000
Global Marine Development Corp. January 1979 - August 1981
Direct Energy Corp. January 1978 - December 1978
General Dynamics Electric Boat Division December 1974 - August 1977
Skills
Management Consulting, Business Process..., IT Strategy, Program Management, Business Transformation
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA
University of New Haven 1975 — 1977
BS, Mechanical Engineering
Pittsburg State University 1971 — 1973
MS, Mathematics
Pittsburg State University 1965 — 1969
BA, Mathematics
Paul Stubb, Jr., CPA/JD Paul Stubb, Jr., CPA/JD's KPMG Peat Marwick Experience 1985 - 1988
Job The Law Office of Paul Stubb, Jr.
Industry Law Practice
Experience
California Appellate Project -- Los Angeles April 2010 - Present
Apellate Defenders Inc. February 2010 - Present
Los Angeles County Superior Court Habeas Panel November 2009 - Present
Central California Appellate Program August 2008 - Present
The Law Office of Paul Stubb, Jr. February 2008 - Present
Orange County Public Defender February 2006 - February 2007
California Court of Appeal, Fourth District, Division Three August 2005 - December 2005
Mesa West, Inc. 1990 - 2000
KPMG Peat Marwick 1985 - 1988
Skills
Courts, Trials, Litigation, Lexis, Licensing, Dispute Resolution, Public Speaking, Research, Administrative Law
Education
Chapman University, School of Law 2004 — 2007
JD, Law
University of California, Los Angeles 1982 — 1985
BA, Economics/Business
California Appellate Project -- Los Angeles April 2010 - Present
Apellate Defenders Inc. February 2010 - Present
Los Angeles County Superior Court Habeas Panel November 2009 - Present
Central California Appellate Program August 2008 - Present
The Law Office of Paul Stubb, Jr. February 2008 - Present
Orange County Public Defender February 2006 - February 2007
California Court of Appeal, Fourth District, Division Three August 2005 - December 2005
Mesa West, Inc. 1990 - 2000
KPMG Peat Marwick 1985 - 1988
Skills
Courts, Trials, Litigation, Lexis, Licensing, Dispute Resolution, Public Speaking, Research, Administrative Law
Education
Chapman University, School of Law 2004 — 2007
JD, Law
University of California, Los Angeles 1982 — 1985
BA, Economics/Business
Bill Schmalle Bill Schmalle's KPMG Peat Marwick Experience July 1996 - June 1997
Job Financial Business Analyst at McKesson Corporation
Industry Hospital & Health Care
Experience
McKesson October 2007 - Present
American Payroll Association 2007 - Present
San Francisco Bay Area Chapter -- American Payroll Association June 2000 - Present
American Payroll Association September 2011 - March 2013
TriNet August 2006 - October 2007
Outsource Group 2001 - 2006
Interior Architects 1998 - 2001
Vallejo City Unified School District 1997 - 1998
KPMG Peat Marwick July 1996 - June 1997
Orrick, Herrington & Sutcliffe 1993 - 1996
Skills
Payroll, Payroll Taxes, Payroll Processing, ADP, PeopleSoft, Accounting, Employment Law, Compliance, Excel, Word, Payroll Administration, Garnishments, PowerPoint, Microsoft Office, Customer Service, Customer Relations, Multi-state Payroll, Documentation, Public Speaking, ADP Payroll, Microsoft Word, Microsoft Excel, Multi-State Sales Tax, Account Reconciliation, Software Documentation, Employee Benefits, Journal Entries, Auditing, Management, Analysis, Tax, 401k, Benefits Administration, Process Improvement, General Ledger, Finance, Training, Human Resources, Mergers & Acquisitions, QuickBooks, Change Management, SAP, Outlook, Accruals, Leadership, Employee Relations, Deferred Compensation, HRIS, Spreadsheets, Access
Education
California State University-East Bay 1987 — 1993
BS, Business Administration/Accounting
San Jose State University 1975 — 1979
BA, Radio TV Journalism
Corcoran High School 1975 1971 — 1975
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
McKesson October 2007 - Present
American Payroll Association 2007 - Present
San Francisco Bay Area Chapter -- American Payroll Association June 2000 - Present
American Payroll Association September 2011 - March 2013
TriNet August 2006 - October 2007
Outsource Group 2001 - 2006
Interior Architects 1998 - 2001
Vallejo City Unified School District 1997 - 1998
KPMG Peat Marwick July 1996 - June 1997
Orrick, Herrington & Sutcliffe 1993 - 1996
Skills
Payroll, Payroll Taxes, Payroll Processing, ADP, PeopleSoft, Accounting, Employment Law, Compliance, Excel, Word, Payroll Administration, Garnishments, PowerPoint, Microsoft Office, Customer Service, Customer Relations, Multi-state Payroll, Documentation, Public Speaking, ADP Payroll, Microsoft Word, Microsoft Excel, Multi-State Sales Tax, Account Reconciliation, Software Documentation, Employee Benefits, Journal Entries, Auditing, Management, Analysis, Tax, 401k, Benefits Administration, Process Improvement, General Ledger, Finance, Training, Human Resources, Mergers & Acquisitions, QuickBooks, Change Management, SAP, Outlook, Accruals, Leadership, Employee Relations, Deferred Compensation, HRIS, Spreadsheets, Access
Education
California State University-East Bay 1987 — 1993
BS, Business Administration/Accounting
San Jose State University 1975 — 1979
BA, Radio TV Journalism
Corcoran High School 1975 1971 — 1975
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dr. Bill Rollwitz Dr. Bill Rollwitz's KPMG Peat Marwick Experience 1995 - 1997
Job Executive Coaching, Training and Leadership Development
Industry Human Resources
Experience
Self Employed 1999 - Present
PG&E 1997 - 1998
KPMG Peat Marwick 1995 - 1997
Skills
Executive Coaching, Leadership Development, Training, Training Delivery, Team Leadership, Human Resources, Job Coaching, Business Coaching, Management Consulting, Oil/Gas, Food Service, Retail Banking, Public Speaking, Motivational Speaking, Executive Management, Process Improvement, Talent Acquisition, Program Management, Organizational..., Talent Management, Conflict Resolution, Team Building, Change Management, Workforce Planning, Succession Planning, Workshop Facilitation, Strategy, Leadership, Consulting, Organizational..., Coaching, Management, Organizational Design, Performance Management, 360 Feedback, Career Development, Culture Change, Executive Development, Performance Improvement, Employee Training, Emotional Intelligence
Education
Capella University 2001 — 2005
PhD, Industrial/Organizational Psychology
Self Employed 1999 - Present
PG&E 1997 - 1998
KPMG Peat Marwick 1995 - 1997
Skills
Executive Coaching, Leadership Development, Training, Training Delivery, Team Leadership, Human Resources, Job Coaching, Business Coaching, Management Consulting, Oil/Gas, Food Service, Retail Banking, Public Speaking, Motivational Speaking, Executive Management, Process Improvement, Talent Acquisition, Program Management, Organizational..., Talent Management, Conflict Resolution, Team Building, Change Management, Workforce Planning, Succession Planning, Workshop Facilitation, Strategy, Leadership, Consulting, Organizational..., Coaching, Management, Organizational Design, Performance Management, 360 Feedback, Career Development, Culture Change, Executive Development, Performance Improvement, Employee Training, Emotional Intelligence
Education
Capella University 2001 — 2005
PhD, Industrial/Organizational Psychology
Cheri Harmon-klein's KPMG Peat Marwick Experience 1989 - 1991
Job Northrop Grumman, Business Development Manager
Industry Information Technology and Services
Experience
Northrop Grumman June 2006 - Present
Unisys Corporation January 2004 - December 2005
IBM January 1999 - September 2001
Price Waterhouse, LLP 1991 - 1997
KPMG Peat Marwick 1989 - 1991
Skills
Business Development, Start-ups, Outsourcing, Process Improvement, New Business Development, Strategic Planning, Change Management, Business Strategy, Contract Negotiation, Team Building, Project Management, Program Management, Management Consulting, Strategy, CRM, Integration, Leadership, Management, Entrepreneurship, Proposal Writing, Business Process, Sales, Project Planning, Vendor Management, IT Service Management, Cross-functional Team..., Enterprise Software, Executive Management, P&L Management, Product Management, Team Leadership, Analysis, Business Process..., Cloud Computing, Solution Selling, Risk Management
Education
Cleveland State University 1980 — 1984
Business, Computer Management/ Engineering, Business/Computer Management/Electrical Engineering
Northrop Grumman June 2006 - Present
Unisys Corporation January 2004 - December 2005
IBM January 1999 - September 2001
Price Waterhouse, LLP 1991 - 1997
KPMG Peat Marwick 1989 - 1991
Skills
Business Development, Start-ups, Outsourcing, Process Improvement, New Business Development, Strategic Planning, Change Management, Business Strategy, Contract Negotiation, Team Building, Project Management, Program Management, Management Consulting, Strategy, CRM, Integration, Leadership, Management, Entrepreneurship, Proposal Writing, Business Process, Sales, Project Planning, Vendor Management, IT Service Management, Cross-functional Team..., Enterprise Software, Executive Management, P&L Management, Product Management, Team Leadership, Analysis, Business Process..., Cloud Computing, Solution Selling, Risk Management
Education
Cleveland State University 1980 — 1984
Business, Computer Management/ Engineering, Business/Computer Management/Electrical Engineering
David Stefani's KPMG Peat Marwick Experience August 1994 - November 1995
Job Senior Manager Application Technologies at Abbott Laboratories
Industry Pharmaceuticals
Experience
Abbott August 2012 - Present
Abbott Laboratories March 2010 - August 2012
Abbott Laboratories January 2007 - March 2010
Abbott Laboratories September 2004 - December 2006
Accenture 2003 - 2004
Stefani Consulting Services, Inc. April 1998 - September 2003
Price Waterhouse November 1995 - April 1998
KPMG Peat Marwick August 1994 - November 1995
Skills
SAP R/3, Project Management, Project Planning, Consulting, Budgets, Manufacturing, SDLC, Cross-functional Team..., ERP, Integration, SAP Implementation, IT Strategy, SAP, Business Analysis, Process Improvement, SAP ERP
Education
Carnegie Mellon University 1992 — 1994
MS, Public Management and Policy / MBA
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Finance and Economics
Abbott August 2012 - Present
Abbott Laboratories March 2010 - August 2012
Abbott Laboratories January 2007 - March 2010
Abbott Laboratories September 2004 - December 2006
Accenture 2003 - 2004
Stefani Consulting Services, Inc. April 1998 - September 2003
Price Waterhouse November 1995 - April 1998
KPMG Peat Marwick August 1994 - November 1995
Skills
SAP R/3, Project Management, Project Planning, Consulting, Budgets, Manufacturing, SDLC, Cross-functional Team..., ERP, Integration, SAP Implementation, IT Strategy, SAP, Business Analysis, Process Improvement, SAP ERP
Education
Carnegie Mellon University 1992 — 1994
MS, Public Management and Policy / MBA
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Finance and Economics
Lori Wolfe's KPMG Peat Marwick Experience 1987 - 1999
Job Owner, 6 North Consulting and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Maricopa County Sheriff's Office March 2013 - Present
6 North Consulting 2001 - Present
Seattle Children's January 2012 - March 2013
World Vision, Inc. 2001 - 2012
BearingPoint 1999 - 2001
KPMG Consulting 1987 - 2001
KPMG Peat Marwick 1987 - 1999
Skills
Program Management
Education
The Ohio State University
Bachelor’s Degree, Computer Science
City University of Seattle
MBA, Business Administration and Management, General
Nelsonville York High School
Maricopa County Sheriff's Office March 2013 - Present
6 North Consulting 2001 - Present
Seattle Children's January 2012 - March 2013
World Vision, Inc. 2001 - 2012
BearingPoint 1999 - 2001
KPMG Consulting 1987 - 2001
KPMG Peat Marwick 1987 - 1999
Skills
Program Management
Education
The Ohio State University
Bachelor’s Degree, Computer Science
City University of Seattle
MBA, Business Administration and Management, General
Nelsonville York High School
Kathy Levatich's KPMG Peat Marwick Experience September 1985 - December 1990
Job Actuarial Analyst at Burke Group
Industry Financial Services
Experience
Burke Group LLC September 1999 - Present
First Niagara Benefits Consulting October 2005 - April 2011
Burke Group September 1999 - October 2005
KPMG Peat Marwick September 1985 - December 1990
John Hancock July 1982 - December 1984
Skills
Microsoft Excel, Pensions, Actuarial Science
Education
Colgate University 1978 — 1982
BA, Mathematics
Ithaca High School
Burke Group LLC September 1999 - Present
First Niagara Benefits Consulting October 2005 - April 2011
Burke Group September 1999 - October 2005
KPMG Peat Marwick September 1985 - December 1990
John Hancock July 1982 - December 1984
Skills
Microsoft Excel, Pensions, Actuarial Science
Education
Colgate University 1978 — 1982
BA, Mathematics
Ithaca High School
Jay Todd's KPMG Peat Marwick Experience 1994 - 1998
Job Strategy and Business Development at IBM
Industry Electrical/Electronic Manufacturing
Experience
IBM August 2012 - Present
Lodestone Management Consultants December 2010 - September 2012
CA Technologies December 2009 - December 2010
IBM Global Services June 2005 - December 2009
Cox Communications January 2002 - June 2005
Diamond Management & Technology Consultants June 1998 - August 2001
KPMG Peat Marwick 1994 - 1998
Procter & Gamble May 1988 - December 1994
Skills
Master Data Management, Strategic Sourcing, Six Sigma, Inventory Management, IT Strategy, Lean Manufacturing, ERP, SAP, SAP CRM, Sales Plan, Supply Chain Management, Process Improvement, Supply Chain, Manufacturing, Business Transformation, Business Process..., Strategy, Business Process, Supply Chain..., Management Consulting, Integration, Business Process..., CRM, Management, Business Process Design, Outsourcing, SAP ERP, Process Engineering, Business Development, Project Planning, Consulting, Change Management, Program Management, Project Management, Business Intelligence, Cross-functional Team..., Business Analysis, PMO, Project Portfolio...
Education
Case Western Reserve University 1983 — 1988
BSME
IBM August 2012 - Present
Lodestone Management Consultants December 2010 - September 2012
CA Technologies December 2009 - December 2010
IBM Global Services June 2005 - December 2009
Cox Communications January 2002 - June 2005
Diamond Management & Technology Consultants June 1998 - August 2001
KPMG Peat Marwick 1994 - 1998
Procter & Gamble May 1988 - December 1994
Skills
Master Data Management, Strategic Sourcing, Six Sigma, Inventory Management, IT Strategy, Lean Manufacturing, ERP, SAP, SAP CRM, Sales Plan, Supply Chain Management, Process Improvement, Supply Chain, Manufacturing, Business Transformation, Business Process..., Strategy, Business Process, Supply Chain..., Management Consulting, Integration, Business Process..., CRM, Management, Business Process Design, Outsourcing, SAP ERP, Process Engineering, Business Development, Project Planning, Consulting, Change Management, Program Management, Project Management, Business Intelligence, Cross-functional Team..., Business Analysis, PMO, Project Portfolio...
Education
Case Western Reserve University 1983 — 1988
BSME
Karen Brittain Barnett's KPMG Peat Marwick Experience October 1988 - April 1992
Job VP of MultiState Marketing at Investors Title Insurance Company
Industry Insurance
Experience
Investors Title Insurance Company January 2007 - Present
Kroll Factual Data December 2004 - January 2007
Geotrac August 1993 - July 2004
Geotrac 1993 - 2004
KPMG Peat Marwick October 1988 - April 1992
Skills
Strategic Planning, Real Estate, Mortgage Lending, Underwriting, Loans, Title Insurance, Sales Management, Operations Management, Business Development, Credit, Customer Service, Management, Finance, Banking, Insurance, Sales, Investment Properties, Mortgage Banking, Marketing, Foreclosures, Notary Public, Commercial Real Estate, Refinance, Recruiting, Human Resources, Real Estate Transactions, New Business Development, Executive Management, FHA, Loan Origination, Selling, Residential Homes, Leadership, Negotiation, Risk Management, Team Building, Residential Mortgages, Small Business, Contract Negotiation
Education
Capital University 1983 — 1987
BA, Public Relations
Investors Title Insurance Company January 2007 - Present
Kroll Factual Data December 2004 - January 2007
Geotrac August 1993 - July 2004
Geotrac 1993 - 2004
KPMG Peat Marwick October 1988 - April 1992
Skills
Strategic Planning, Real Estate, Mortgage Lending, Underwriting, Loans, Title Insurance, Sales Management, Operations Management, Business Development, Credit, Customer Service, Management, Finance, Banking, Insurance, Sales, Investment Properties, Mortgage Banking, Marketing, Foreclosures, Notary Public, Commercial Real Estate, Refinance, Recruiting, Human Resources, Real Estate Transactions, New Business Development, Executive Management, FHA, Loan Origination, Selling, Residential Homes, Leadership, Negotiation, Risk Management, Team Building, Residential Mortgages, Small Business, Contract Negotiation
Education
Capital University 1983 — 1987
BA, Public Relations
Tamara Morton, MBA's KPMG Peat Marwick Experience 1997 - 1999
Job ERP Financials PM, Trainer, Oracle Certified Implementation / Upgrade Consultant with MBA in Finance
Industry Information Technology and Services
Experience
IHG - InterContinental Hotels Group January 2014 - August 2014
Alere, Inc. May 2010 - December 2013
Deloitte June 2008 - June 2010
BearingPoint June 2005 - June 2008
City of Philadephia MOIS 2002 - 2006
Accenture 2000 - 2004
Quintiles 1999 - 1999
KPMG Peat Marwick 1997 - 1999
Norrell 1996 - 1997
Tom Bolt and Associates 1992 - 1993
Skills
SDLC, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, SQL, Oracle, ERP, Integration, Requirements Gathering, PeopleSoft, Microsoft SQL Server, Management Consulting, Crystal Reports, Business Process..., Business Process, Consulting, Management, Project Management, Process Improvement, Software Project..., IT Strategy, Analysis, Program Management, Vendor Management, Change Management, Visio, Leadership
Education
Clark Atlanta University 1994 — 1996
Master of Business Administration (MBA), Finance
University of the Virgin Islands 1987 — 1991
Bachelor of Arts (BA), Business Administration / Accounting
IHG - InterContinental Hotels Group January 2014 - August 2014
Alere, Inc. May 2010 - December 2013
Deloitte June 2008 - June 2010
BearingPoint June 2005 - June 2008
City of Philadephia MOIS 2002 - 2006
Accenture 2000 - 2004
Quintiles 1999 - 1999
KPMG Peat Marwick 1997 - 1999
Norrell 1996 - 1997
Tom Bolt and Associates 1992 - 1993
Skills
SDLC, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, SQL, Oracle, ERP, Integration, Requirements Gathering, PeopleSoft, Microsoft SQL Server, Management Consulting, Crystal Reports, Business Process..., Business Process, Consulting, Management, Project Management, Process Improvement, Software Project..., IT Strategy, Analysis, Program Management, Vendor Management, Change Management, Visio, Leadership
Education
Clark Atlanta University 1994 — 1996
Master of Business Administration (MBA), Finance
University of the Virgin Islands 1987 — 1991
Bachelor of Arts (BA), Business Administration / Accounting
Jon Bohlman's KPMG Peat Marwick Experience 1990 - 1997
Job Chief Operating Officer at Veracity Consulting Group, LLC
Industry Management Consulting
Experience
Veracity Consulting Group, LLC 2015 - Present
ICF International January 2012 - 2015
Ironworks Consulting April 2002 - December 2011
WellPoint, Inc. 2004 - 2008
Arthur Andersen Business Consulting October 1996 - April 2002
Arthur Andersen 1997 - 2002
KPMG Peat Marwick 1990 - 1997
Education
Carnegie Mellon University 1986 — 1990
Veracity Consulting Group, LLC 2015 - Present
ICF International January 2012 - 2015
Ironworks Consulting April 2002 - December 2011
WellPoint, Inc. 2004 - 2008
Arthur Andersen Business Consulting October 1996 - April 2002
Arthur Andersen 1997 - 2002
KPMG Peat Marwick 1990 - 1997
Education
Carnegie Mellon University 1986 — 1990
Martin Hardlund's KPMG Peat Marwick Experience May 1996 - August 1997
Job Health Care Insurance
Industry Insurance
Experience
Kaiser Permanente October 2003 - Present
Aetna Inc. 1997 - 2003
KPMG Peat Marwick May 1996 - August 1997
FHP 1986 - 1991
Skills
Managed Care, Sales, Consulting, Health Insurance, Marketing, Healthcare, Account Management, Employee Benefits, Contract Negotiation, Health Care Reform, Medicare, Strategic Planning, Leadership, Process Improvement, Training, Team Building, Insurance, Salesforce.com, Selling, Strategy, Recruiting, Cross-functional Team..., Sales Operations, Management, Coaching, CRM, Sales Process, Business Development, Sales Management, New Business Development, Customer Retention, Direct Sales, Executive Management, Health Savings Accounts
Education
Healthcare Reform Center and Policy Institute 2013 — 2013
Certified Healthcare Reform Specialist
California State University-Long Beach 1985 — 1987
M.B.A., Marketing, Management
California State University, Fresno 1980 — 1983
B.S., Business, Quantitative Methods
Kaiser Permanente October 2003 - Present
Aetna Inc. 1997 - 2003
KPMG Peat Marwick May 1996 - August 1997
FHP 1986 - 1991
Skills
Managed Care, Sales, Consulting, Health Insurance, Marketing, Healthcare, Account Management, Employee Benefits, Contract Negotiation, Health Care Reform, Medicare, Strategic Planning, Leadership, Process Improvement, Training, Team Building, Insurance, Salesforce.com, Selling, Strategy, Recruiting, Cross-functional Team..., Sales Operations, Management, Coaching, CRM, Sales Process, Business Development, Sales Management, New Business Development, Customer Retention, Direct Sales, Executive Management, Health Savings Accounts
Education
Healthcare Reform Center and Policy Institute 2013 — 2013
Certified Healthcare Reform Specialist
California State University-Long Beach 1985 — 1987
M.B.A., Marketing, Management
California State University, Fresno 1980 — 1983
B.S., Business, Quantitative Methods
Kim Sakamoto's KPMG Peat Marwick Experience 1990 - 1992
Job Accountant
Industry Accounting
Experience
Insightra Medical Inc February 2013 - Present
Self Employed 2004 - 2012
Orqis Medical October 2004 - October 2009
Crescent Capital Management Inc. 1998 - 2004
AirTouch 1992 - 1997
KPMG Peat Marwick 1990 - 1992
Skills
Accounting, Financial Analysis, Project Accounting, Financial Reporting, Financial Accounting, Payroll, Invoicing, ERP, Process Improvement
Education
California State University-Long Beach 1984 — 1990
B.S., Accounting
Insightra Medical Inc February 2013 - Present
Self Employed 2004 - 2012
Orqis Medical October 2004 - October 2009
Crescent Capital Management Inc. 1998 - 2004
AirTouch 1992 - 1997
KPMG Peat Marwick 1990 - 1992
Skills
Accounting, Financial Analysis, Project Accounting, Financial Reporting, Financial Accounting, Payroll, Invoicing, ERP, Process Improvement
Education
California State University-Long Beach 1984 — 1990
B.S., Accounting
Nima Fiuzat's KPMG Peat Marwick Experience March 2008 - May 2009
Job Associate Attorney at S. Paul Aaron, Attorney at Law
Industry Law Practice
Experience
S. Paul Aaron, Attorney at Law January 2015 - Present
Fiuzat Law Offices, P.C. January 2013 - Present
University of Alabama School of Law August 2009 - August 2011
KPMG Peat Marwick March 2008 - May 2009
Allen C. Ladd, PC August 2007 - January 2008
Amarex Clinical Research, LLC 2001 - 2004
Education
University of Alabama 2009 — 2011
LL.M., Taxation
Wake Forest University School of Law 2004 — 2007
Doctor of Law (J.D.)
Clemson University 1998 — 2001
Bachelor of Science, Computer Information Systems
S. Paul Aaron, Attorney at Law January 2015 - Present
Fiuzat Law Offices, P.C. January 2013 - Present
University of Alabama School of Law August 2009 - August 2011
KPMG Peat Marwick March 2008 - May 2009
Allen C. Ladd, PC August 2007 - January 2008
Amarex Clinical Research, LLC 2001 - 2004
Education
University of Alabama 2009 — 2011
LL.M., Taxation
Wake Forest University School of Law 2004 — 2007
Doctor of Law (J.D.)
Clemson University 1998 — 2001
Bachelor of Science, Computer Information Systems
Ken Kamphuis's KPMG Peat Marwick Experience April 1997 - May 1998
Job Payroll Consultant for FladTech at Nabors Corporate Services
Industry Information Technology and Services
Experience
Nabors Corporate Services - Contracted thru FladTech October 2013 - Present
HCMS Partners April 2011 - September 2013
TJX August 2010 - April 2011
Kbace Technologies Inc March 2004 - August 2010
Kamphuis Consulting Solutions July 2002 - February 2004
Answerthink Consulting April 1999 - July 2002
Kamphuis Consulting Solutions May 1998 - April 1999
KPMG Peat Marwick April 1997 - May 1998
Huntsman September 1995 - April 1997
Texaco September 1985 - September 1995
Skills
Oracle E-Business Suite, Payroll, HRIS, Oracle Applications, PeopleSoft, Oracle, Human Resources, Account Reconciliation, Oracle HR, Accounts Payable, ERP, Auditing, Budgets, Accounting, Internal Controls
Education
Southern New Hampshire University
MBA, Business
Central Michigan University
BSBA, Accounting
Nabors Corporate Services - Contracted thru FladTech October 2013 - Present
HCMS Partners April 2011 - September 2013
TJX August 2010 - April 2011
Kbace Technologies Inc March 2004 - August 2010
Kamphuis Consulting Solutions July 2002 - February 2004
Answerthink Consulting April 1999 - July 2002
Kamphuis Consulting Solutions May 1998 - April 1999
KPMG Peat Marwick April 1997 - May 1998
Huntsman September 1995 - April 1997
Texaco September 1985 - September 1995
Skills
Oracle E-Business Suite, Payroll, HRIS, Oracle Applications, PeopleSoft, Oracle, Human Resources, Account Reconciliation, Oracle HR, Accounts Payable, ERP, Auditing, Budgets, Accounting, Internal Controls
Education
Southern New Hampshire University
MBA, Business
Central Michigan University
BSBA, Accounting
Sabrina Okada's KPMG Peat Marwick Experience October 1997 - March 1999
Job RN at UCSF Benioff Children's Hospital Oakland
Industry Hospital & Health Care
Experience
UCSF Benioff Children's Hospital Oakland April 2014 - Present
Wedge Partners LLC October 2004 - Present
Tasaki U.S.A. July 2002 - September 2004
Stockpoint February 2000 - September 2001
KPMG Peat Marwick October 1997 - March 1999
Bloomberg Information TV June 1996 - September 1997
Bloomberg LP September 1990 - May 1996
AC Nielsen October 1989 - August 1990
Skills
ACLS, PALS, Neonatal Resuscitation, TNCC, ENPC, BLS, Nursing, Clinical Research
Education
San Francisco State University 2010 — 2013
Master of Science in Nursing & Bachelor of Science in Nursing, Nursing (Pediatrics)
Clark University 1987 — 1989
MA, Psychology
Waseda University (早稲田大学第一文学部哲学科心理学専修) 1983 — 1987
BA, Psychology
UCSF Benioff Children's Hospital Oakland April 2014 - Present
Wedge Partners LLC October 2004 - Present
Tasaki U.S.A. July 2002 - September 2004
Stockpoint February 2000 - September 2001
KPMG Peat Marwick October 1997 - March 1999
Bloomberg Information TV June 1996 - September 1997
Bloomberg LP September 1990 - May 1996
AC Nielsen October 1989 - August 1990
Skills
ACLS, PALS, Neonatal Resuscitation, TNCC, ENPC, BLS, Nursing, Clinical Research
Education
San Francisco State University 2010 — 2013
Master of Science in Nursing & Bachelor of Science in Nursing, Nursing (Pediatrics)
Clark University 1987 — 1989
MA, Psychology
Waseda University (早稲田大学第一文学部哲学科心理学専修) 1983 — 1987
BA, Psychology
Todd Clauer's KPMG Peat Marwick Experience 1992 - 1996
Job Chief Financial Officer at Advicent Solutions
Industry Computer Software
Experience
Advicent Solutions November 2013 - Present
Zywave August 2013 - Present
SoftwareONE October 2012 - August 2013
RedPrairie May 2010 - June 2012
RedPrairie January 2008 - April 2010
RedPrairie May 2005 - January 2008
Grede Foundries January 2003 - May 2005
Rockwell 1996 - 2002
KPMG Peat Marwick 1992 - 1996
Skills
Accounting, Forecasting, Financial Reporting, Mergers, Strategic Planning, Budgeting, Business Analysis, Cost Reduction, Financial Analysis, Variance Analysis, Annual Budgets
Education
Carthage College 1988 — 1992
BA, Accounting & Criminal Justice
Shoreland 1985 — 1988
Advicent Solutions November 2013 - Present
Zywave August 2013 - Present
SoftwareONE October 2012 - August 2013
RedPrairie May 2010 - June 2012
RedPrairie January 2008 - April 2010
RedPrairie May 2005 - January 2008
Grede Foundries January 2003 - May 2005
Rockwell 1996 - 2002
KPMG Peat Marwick 1992 - 1996
Skills
Accounting, Forecasting, Financial Reporting, Mergers, Strategic Planning, Budgeting, Business Analysis, Cost Reduction, Financial Analysis, Variance Analysis, Annual Budgets
Education
Carthage College 1988 — 1992
BA, Accounting & Criminal Justice
Shoreland 1985 — 1988
Barbara Van Tine's KPMG Peat Marwick Experience 1980 - 1991
Job Editor, Scientific American Health After 50 at Remedy Health Media (formerly Johns Hopkins Health After 50)
Industry Publishing
Experience
Remedy Health Media August 2011 - Present
The Leukemia & Lymphoma Society February 2010 - April 2011
Dowden Health Media June 1995 - April 2009
Fairleigh Dickinson University 1993 - 1995
Baen Books 1991 - 1993
KPMG Peat Marwick 1980 - 1991
Skills
Journalism, Leadership, Publications, Editorial, Lifestyle, Digital Marketing, Books, Editing, Publishing, New Media, Creative Direction, Management, Strategy, Magazines, Digital Media, Business Development, Web Content, B2B, Copy Editing, Newsletters, Budgets, Proofreading, Content Development, Content Strategy, Custom Publishing, Health Literacy, Content Management, Wellness, Marketing Communications, Press Releases
Education
City University of New York-Hunter College 1975 — 1978
Communications, Political Science
Remedy Health Media August 2011 - Present
The Leukemia & Lymphoma Society February 2010 - April 2011
Dowden Health Media June 1995 - April 2009
Fairleigh Dickinson University 1993 - 1995
Baen Books 1991 - 1993
KPMG Peat Marwick 1980 - 1991
Skills
Journalism, Leadership, Publications, Editorial, Lifestyle, Digital Marketing, Books, Editing, Publishing, New Media, Creative Direction, Management, Strategy, Magazines, Digital Media, Business Development, Web Content, B2B, Copy Editing, Newsletters, Budgets, Proofreading, Content Development, Content Strategy, Custom Publishing, Health Literacy, Content Management, Wellness, Marketing Communications, Press Releases
Education
City University of New York-Hunter College 1975 — 1978
Communications, Political Science
Robert Shih's KPMG Peat Marwick Experience August 2002 - July 2003
Job Product Marketing Engineer at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation November 2014 - Present
Intel Corporation September 2011 - November 2014
Microsoft Corporation August 2008 - July 2011
Indymac Bank October 2005 - January 2008
KPMG Peat Marwick August 2002 - July 2003
Adecco Technical May 2001 - May 2002
Skills
Business Development, Pre-sales, Enterprise Software, Management, Business Intelligence, Cross-functional Team..., Business Analysis, Product Management, Program Management, Project Management, Process Improvement, IT Management, Team Leadership, SharePoint, Microsoft SQL Server, Product Marketing, Supply Chain Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2003 — 2005
MBA, Finance, Strategy
California State Polytechnic University-Pomona 1997 — 1999
Bachelors of Science, Computer Information Systems
Intel Corporation November 2014 - Present
Intel Corporation September 2011 - November 2014
Microsoft Corporation August 2008 - July 2011
Indymac Bank October 2005 - January 2008
KPMG Peat Marwick August 2002 - July 2003
Adecco Technical May 2001 - May 2002
Skills
Business Development, Pre-sales, Enterprise Software, Management, Business Intelligence, Cross-functional Team..., Business Analysis, Product Management, Program Management, Project Management, Process Improvement, IT Management, Team Leadership, SharePoint, Microsoft SQL Server, Product Marketing, Supply Chain Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2003 — 2005
MBA, Finance, Strategy
California State Polytechnic University-Pomona 1997 — 1999
Bachelors of Science, Computer Information Systems
Paul Zeigler's KPMG Peat Marwick Experience May 1991 - August 1995
Job Project Manager at Tyler Technologies
Industry Information Technology and Services
Experience
Tyler Technologies March 2013 - Present
National Center for State Courts September 2009 - February 2013
Self Employed December 2008 - September 2009
MTG Management Consultants October 1995 - December 2008
KPMG Peat Marwick May 1991 - August 1995
United States Air Force May 1986 - April 1991
Education
Chapman University 1989 — 1992
MBA
University of Southern California 1987 — 1989
MS, Systems Management
Washington University in St. Louis 1982 — 1986
BS, Computer Science
Tyler Technologies March 2013 - Present
National Center for State Courts September 2009 - February 2013
Self Employed December 2008 - September 2009
MTG Management Consultants October 1995 - December 2008
KPMG Peat Marwick May 1991 - August 1995
United States Air Force May 1986 - April 1991
Education
Chapman University 1989 — 1992
MBA
University of Southern California 1987 — 1989
MS, Systems Management
Washington University in St. Louis 1982 — 1986
BS, Computer Science
John Fugatt's KPMG Peat Marwick Experience 1990 - 1994
Job Director, Student Financial Services at California State University, Long Beach
Industry Education Management
Experience
Director of Student Financial Services August 2013 - Present
CSULB 2007 - Present
California State University, Long Beach September 1999 - Present
California State University Long Beach 2007 - 2013
Independent Consultant- finance and accounting services July 1999 - September 2007
James Hardie Building Products August 1997 - July 1999
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1994 - 1995
KPMG Peat Marwick 1990 - 1994
Skills
Teaching, Public Speaking, Non-profits, Higher Education, Community Outreach, Student Affairs, Process Improvement, Project Management, Operations Management, Financial Reporting, Financial Analysis, Nonprofits, Leadership, Microsoft Office, Strategic Planning, Volunteer Management, Auditing, Policy, Data Analysis, Management, Analysis, Research, Fundraising
Education
California State University-Long Beach - College of Business Administration 1987 — 1991
Accounting and Finance
California State University-Long Beach 1987 — 1990
Bachelor of Applied Science (B.A.Sc.) Accounting and Finance, Accounting and Finance
Director of Student Financial Services August 2013 - Present
CSULB 2007 - Present
California State University, Long Beach September 1999 - Present
California State University Long Beach 2007 - 2013
Independent Consultant- finance and accounting services July 1999 - September 2007
James Hardie Building Products August 1997 - July 1999
Ernst & Young 1995 - 1997
Kenneth Leventhal & Company 1994 - 1995
KPMG Peat Marwick 1990 - 1994
Skills
Teaching, Public Speaking, Non-profits, Higher Education, Community Outreach, Student Affairs, Process Improvement, Project Management, Operations Management, Financial Reporting, Financial Analysis, Nonprofits, Leadership, Microsoft Office, Strategic Planning, Volunteer Management, Auditing, Policy, Data Analysis, Management, Analysis, Research, Fundraising
Education
California State University-Long Beach - College of Business Administration 1987 — 1991
Accounting and Finance
California State University-Long Beach 1987 — 1990
Bachelor of Applied Science (B.A.Sc.) Accounting and Finance, Accounting and Finance
Shari Meischen's KPMG Peat Marwick Experience August 1994 - January 1996
Job Sr. Director, Talent Management at Fujitsu America, Inc.
Industry Information Technology and Services
Experience
Fujitsu America November 2008 - Present
McMann and Ransford April 2008 - October 2008
Symantec Corporation October 2004 - October 2007
IBM Global Services January 1996 - October 2004
KPMG Peat Marwick August 1994 - January 1996
Deloitte Consulting April 1990 - August 1994
Education
Carnegie Mellon University 1984 — 1988
Fujitsu America November 2008 - Present
McMann and Ransford April 2008 - October 2008
Symantec Corporation October 2004 - October 2007
IBM Global Services January 1996 - October 2004
KPMG Peat Marwick August 1994 - January 1996
Deloitte Consulting April 1990 - August 1994
Education
Carnegie Mellon University 1984 — 1988
Steve Goodreau's KPMG Peat Marwick Experience 1985 - 1987
Job Controller at Gunold USA
Industry Wholesale
Experience
Gunold USA February 2005 - Present
Diamond Holding Corporation 1997 - 2003
Peasant Restaurants, Inc 1994 - 1997
Norrell Corporation 1987 - 1990
KPMG Peat Marwick 1985 - 1987
Healthgroup, Inc 1984 - 1985
Skills
Microsoft Office, Operations Management, Budgets, Business Strategy, Sales Management, Leadership, Financial Analysis, Management, Process Improvement, Team Building, Customer Service, Negotiation, Manufacturing, Accounting, Finance, Forecasting, Strategic Planning, Product Development
Education
Central Michigan University 1979 — 1983
Gunold USA February 2005 - Present
Diamond Holding Corporation 1997 - 2003
Peasant Restaurants, Inc 1994 - 1997
Norrell Corporation 1987 - 1990
KPMG Peat Marwick 1985 - 1987
Healthgroup, Inc 1984 - 1985
Skills
Microsoft Office, Operations Management, Budgets, Business Strategy, Sales Management, Leadership, Financial Analysis, Management, Process Improvement, Team Building, Customer Service, Negotiation, Manufacturing, Accounting, Finance, Forecasting, Strategic Planning, Product Development
Education
Central Michigan University 1979 — 1983
Ed Jordan's KPMG Peat Marwick Experience September 1973 - November 1980
Job CFO at Nolet Spiris USA
Industry Wine and Spirits
Experience
Nolet Spirits U.S.A. 1996 - Present
KPMG Peat Marwick September 1973 - November 1980
Education
University of Southern California - Marshall School of Business 1971 — 1973
mba
California State University-Fullerton, Mihaylo College of Business and Economics 1969 — 1971
B. A., Marketing
Nolet Spirits U.S.A. 1996 - Present
KPMG Peat Marwick September 1973 - November 1980
Education
University of Southern California - Marshall School of Business 1971 — 1973
mba
California State University-Fullerton, Mihaylo College of Business and Economics 1969 — 1971
B. A., Marketing
Roger Omholt's KPMG Peat Marwick Experience 1973 - 1979
Job President at Omholt Ltd. Investments
Industry Real Estate
Experience
Prudential Almon Realty April 2006 - Present
Omholt Ltd. Investments January 1994 - Present
Prudential Northwest Realty 2002 - February 2009
Omholt Ltd. Investments 1994 - 2002
Whitmire Distribution 1989 - 1994
Northwestern Drug Company 1979 - 1988
KPMG Peat Marwick 1973 - 1979
Skills
Investment Properties, Condos, Real Estate, Selling
Education
California State University-Sacramento 1969 — 1973
Prudential Almon Realty April 2006 - Present
Omholt Ltd. Investments January 1994 - Present
Prudential Northwest Realty 2002 - February 2009
Omholt Ltd. Investments 1994 - 2002
Whitmire Distribution 1989 - 1994
Northwestern Drug Company 1979 - 1988
KPMG Peat Marwick 1973 - 1979
Skills
Investment Properties, Condos, Real Estate, Selling
Education
California State University-Sacramento 1969 — 1973
Anthony Cortese's KPMG Peat Marwick Experience 1981 - 1990
Job Guest Services at Los Angeles Dodgers
Industry Entertainment
Experience
Los Angeles Dodgers March 2009 - Present
Elektrofilm, LLC Digital Studios 2007 - 2008
Windsor Square Hancock Park Historical Society 2004 - 2008
International Media Group 1995 - 2004
International Hotel Academy 1994 - 1995
Bancomer, S.A. 1990 - 1994
KPMG Peat Marwick 1981 - 1990
Skills
Investment Planning, Cash Management, Budget Development, Investments, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Budgets, Valuation, Forecasting, Strategic Financial..., Asset Management, Accounting, Internal Controls, Risk Management, Strategic Planning, Financial Accounting, Start-ups, Contract Negotiation, Strategy, Auditing, Mergers & Acquisitions, Leadership, Analysis, Management, Portfolio Management, Business Process..., Business Planning, Business Development, Negotiation, Microsoft Excel
Education
California State University-Los Angeles 1976 — 1980
Bachelor of Science, Accounting
Los Angeles Dodgers March 2009 - Present
Elektrofilm, LLC Digital Studios 2007 - 2008
Windsor Square Hancock Park Historical Society 2004 - 2008
International Media Group 1995 - 2004
International Hotel Academy 1994 - 1995
Bancomer, S.A. 1990 - 1994
KPMG Peat Marwick 1981 - 1990
Skills
Investment Planning, Cash Management, Budget Development, Investments, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Budgets, Valuation, Forecasting, Strategic Financial..., Asset Management, Accounting, Internal Controls, Risk Management, Strategic Planning, Financial Accounting, Start-ups, Contract Negotiation, Strategy, Auditing, Mergers & Acquisitions, Leadership, Analysis, Management, Portfolio Management, Business Process..., Business Planning, Business Development, Negotiation, Microsoft Excel
Education
California State University-Los Angeles 1976 — 1980
Bachelor of Science, Accounting
Todd Garland's KPMG Peat Marwick Experience 1992 - 1995
Job Group Vice President, CareFusion
Industry Hospital & Health Care
Experience
CareFusion July 2013 - Present
CareFusion January 2012 - July 2013
CareFusion August 2009 - December 2011
Cardinal Health May 2003 - August 2009
Hewlett-Packard May 1998 - June 2003
KPMG Peat Marwick 1992 - 1995
KPMG 1992 - 1995
Skills
Cross-functional Team..., Medical Devices, Product Launch, Capital Equipment, Sales Operations, Operating Room, Salesforce.com, Account Management, Sales Process, Forecasting, Strategy, Managed Care, Leadership, Healthcare, Process Improvement, Market Development, Hospitals, Sales Management, Contract Negotiation, Strategic Planning, Product Management, New Business Development, Competitive Analysis, Selling, Direct Sales, Product Marketing, Sales
Education
University of Michigan 1996 — 1998
MBA
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance, Marketing
California Polytechnic State University-San Luis Obispo 1986 — 1991
Bachelor of Science (BS), Accounting
CareFusion July 2013 - Present
CareFusion January 2012 - July 2013
CareFusion August 2009 - December 2011
Cardinal Health May 2003 - August 2009
Hewlett-Packard May 1998 - June 2003
KPMG Peat Marwick 1992 - 1995
KPMG 1992 - 1995
Skills
Cross-functional Team..., Medical Devices, Product Launch, Capital Equipment, Sales Operations, Operating Room, Salesforce.com, Account Management, Sales Process, Forecasting, Strategy, Managed Care, Leadership, Healthcare, Process Improvement, Market Development, Hospitals, Sales Management, Contract Negotiation, Strategic Planning, Product Management, New Business Development, Competitive Analysis, Selling, Direct Sales, Product Marketing, Sales
Education
University of Michigan 1996 — 1998
MBA
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance, Marketing
California Polytechnic State University-San Luis Obispo 1986 — 1991
Bachelor of Science (BS), Accounting
Brad Hodgins's KPMG Peat Marwick Experience 1979 - 1987
Job Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. June 2015 - Present
Bank of America April 2009 - February 2015
Countrywide Home Loans October 1993 - April 2009
Western Federal Savings 1988 - 1993
NMI Mortgage 1987 - 1988
KPMG Peat Marwick 1979 - 1987
Skills
Credit, Loans, Mortgage Lending, Sales, Mortgage Banking, Risk Management, Coaching, Banking, Management, Loan Origination, Credit Analysis, Credit Risk, Process Improvement, Financial Services, Business Analysis, Portfolio Management
Education
California State University-Northridge 1993 — 1996
MBA, International Finance
California State University-Los Angeles 1976 — 1980
BA, Accounting
Oak Hill Advisors, L.P. June 2015 - Present
Bank of America April 2009 - February 2015
Countrywide Home Loans October 1993 - April 2009
Western Federal Savings 1988 - 1993
NMI Mortgage 1987 - 1988
KPMG Peat Marwick 1979 - 1987
Skills
Credit, Loans, Mortgage Lending, Sales, Mortgage Banking, Risk Management, Coaching, Banking, Management, Loan Origination, Credit Analysis, Credit Risk, Process Improvement, Financial Services, Business Analysis, Portfolio Management
Education
California State University-Northridge 1993 — 1996
MBA, International Finance
California State University-Los Angeles 1976 — 1980
BA, Accounting
Norm Lobins's KPMG Peat Marwick Experience 1983 - 1996
Job Deloitte
Industry Accounting
Experience
Deloitte Tax LLP 2003 - Present
Deloitte September 1996 - Present
University of Cincinnati 2001 - 2003
KPMG 1991 - 1996
KPMG Peat Marwick 1983 - 1996
Skills
Tax Research, Tax Accounting, Corporate Tax, Accounting, GAAP, State Tax, Income Tax, International Tax, Due Diligence, Internal Controls, SEC filings, Sarbanes-Oxley Act, Tax, Tax Law, Tax Advisory, CPA, Financial Reporting, Strategic Financial..., Auditing
Education
Cleveland State University 1975 — 1981
Bachelor of Business Administration, Accounting
Deloitte Tax LLP 2003 - Present
Deloitte September 1996 - Present
University of Cincinnati 2001 - 2003
KPMG 1991 - 1996
KPMG Peat Marwick 1983 - 1996
Skills
Tax Research, Tax Accounting, Corporate Tax, Accounting, GAAP, State Tax, Income Tax, International Tax, Due Diligence, Internal Controls, SEC filings, Sarbanes-Oxley Act, Tax, Tax Law, Tax Advisory, CPA, Financial Reporting, Strategic Financial..., Auditing
Education
Cleveland State University 1975 — 1981
Bachelor of Business Administration, Accounting
Laura Tran Phan, C.P.A. (inactive)'s KPMG Peat Marwick Experience 1996 - 1998
Job Assistant Superintendent/CBO at Oak Grove School District
Industry Education Management
Experience
Oak Grove School District September 2014 - Present
San Mateo-Foster City School District July 2012 - September 2014
Alum Rock Union Elementary School District 2010 - 2012
Mt. Pleasant Elementary School District 2004 - 2010
Campbell Union Elementary School District 2002 - 2004
Cisco Systems 1999 - 2002
KPMG Peat Marwick 1996 - 1998
Skills
Start-ups, Staff Development, Educational Leadership, Public Speaking, Teaching, Elementary Education, Financial Accounting, Educational Technology, Accounting, Classroom, Literacy, Leadership, Special Education, Instructional Design
Education
California State University-Hayward 1983 — 1987
Bachelor's degree
Oak Grove School District September 2014 - Present
San Mateo-Foster City School District July 2012 - September 2014
Alum Rock Union Elementary School District 2010 - 2012
Mt. Pleasant Elementary School District 2004 - 2010
Campbell Union Elementary School District 2002 - 2004
Cisco Systems 1999 - 2002
KPMG Peat Marwick 1996 - 1998
Skills
Start-ups, Staff Development, Educational Leadership, Public Speaking, Teaching, Elementary Education, Financial Accounting, Educational Technology, Accounting, Classroom, Literacy, Leadership, Special Education, Instructional Design
Education
California State University-Hayward 1983 — 1987
Bachelor's degree
Eileen Raffaele's KPMG Peat Marwick Experience January 1984 - June 1989
Job Instructor at Immaculata University
Industry Education Management
Experience
Immaculata University December 2006 - Present
Cabrini College August 2007 - June 2008
Wawa, Inc. June 1989 - May 2006
KPMG Peat Marwick January 1984 - June 1989
Skills
Teaching, Coaching, Budgets, Leadership Development, Non-profits, Public Speaking, Negotiation, Management, Team Building, Research, Staff Development, Nonprofits, Leadership, Event Planning, PowerPoint, Higher Education, Time Management, Training
Education
Capella University 2006 — 2009
PhD, Orhanization Management
Saint Joseph's University - Erivan K. Haub School of Business 1983 — 1985
MBA
West Chester University of Pennsylvania 1973 — 1977
BS, Business Administration Marketing
Immaculata University December 2006 - Present
Cabrini College August 2007 - June 2008
Wawa, Inc. June 1989 - May 2006
KPMG Peat Marwick January 1984 - June 1989
Skills
Teaching, Coaching, Budgets, Leadership Development, Non-profits, Public Speaking, Negotiation, Management, Team Building, Research, Staff Development, Nonprofits, Leadership, Event Planning, PowerPoint, Higher Education, Time Management, Training
Education
Capella University 2006 — 2009
PhD, Orhanization Management
Saint Joseph's University - Erivan K. Haub School of Business 1983 — 1985
MBA
West Chester University of Pennsylvania 1973 — 1977
BS, Business Administration Marketing
Larry Lupori's KPMG Peat Marwick Experience October 1986 - November 1990
Job at GlaxoSmithKline
Industry Consumer Goods
Experience
GlaxoSmithKline July 2009 - Present
HJ Heinz 2005 - 2008
HJ Heinz 1997 - 2005
HJ Heinz June 1993 - July 1997
Armco November 1990 - June 1993
KPMG Peat Marwick October 1986 - November 1990
Skills
Strategic Planning, Forecasting, Cross-functional Team..., Consumer Products, Financial Analysis, Financial Reporting, Managerial Finance, Budgets, Income Statement, Process Improvement, Mergers, Business Planning, Divestitures, Acquisition Integration, Mergers & Acquisitions, Auditing, Cost Accounting, Due Diligence, Finance, Corporate Finance, Leadership, Accounting, Business Process..., Variance Analysis, Financial Modeling, GAAP, Financial Audits, Internal Controls, Hyperion Enterprise, Strategic Financial..., Essbase, Internal Audit, US GAAP, Consolidation, Financial Forecasting, Financial Accounting, Sarbanes-Oxley, SAP, Capital Budgeting, Working Capital..., Restructuring, Cash Management, Cash Flow Forecasting, P&L Management, Pricing, General Ledger, P&L, Sarbanes-Oxley Act
Education
California University of Pennsylvania 1982 — 1986
BS, Accounting
GlaxoSmithKline July 2009 - Present
HJ Heinz 2005 - 2008
HJ Heinz 1997 - 2005
HJ Heinz June 1993 - July 1997
Armco November 1990 - June 1993
KPMG Peat Marwick October 1986 - November 1990
Skills
Strategic Planning, Forecasting, Cross-functional Team..., Consumer Products, Financial Analysis, Financial Reporting, Managerial Finance, Budgets, Income Statement, Process Improvement, Mergers, Business Planning, Divestitures, Acquisition Integration, Mergers & Acquisitions, Auditing, Cost Accounting, Due Diligence, Finance, Corporate Finance, Leadership, Accounting, Business Process..., Variance Analysis, Financial Modeling, GAAP, Financial Audits, Internal Controls, Hyperion Enterprise, Strategic Financial..., Essbase, Internal Audit, US GAAP, Consolidation, Financial Forecasting, Financial Accounting, Sarbanes-Oxley, SAP, Capital Budgeting, Working Capital..., Restructuring, Cash Management, Cash Flow Forecasting, P&L Management, Pricing, General Ledger, P&L, Sarbanes-Oxley Act
Education
California University of Pennsylvania 1982 — 1986
BS, Accounting
Brent Camery's KPMG Peat Marwick Experience 1982 - 1984
Job Chief Auditor, Managing Director N.A. ICG Markets at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Cantor Fitzgerald March 2012 - December 2013
Treliant Risk Advisors 2011 - March 2012
Crowe Horwath LLP October 2008 - 2011
Bear Stearns April 1996 - August 2008
Banque IndosueZ 1992 - 1996
UBS Investment Bank 1988 - 1992
Deloitte 1984 - 1988
KPMG Peat Marwick 1982 - 1984
KPMG Peat Marwick 1979 - 1982
Skills
Enterprise Risk..., Financial Risk, AML, Risk Management, Hedge Funds, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Alternative Investments, Due Diligence, Fixed Income, Derivatives, Investment Banking, Capital Markets, Asset Management, Securities, Asset Managment, Financial Markets, Auditing, Operational Risk, Investments, Credit, Equities, Private Equity, Sarbanes-Oxley, Internal Controls, Anti Money Laundering, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Valuation, Sarbanes-Oxley Act
Education
California State University-Northridge 1975 — 1978
Bachelor of Science, Accounting Information Systems
Citi April 2014 - Present
Cantor Fitzgerald March 2012 - December 2013
Treliant Risk Advisors 2011 - March 2012
Crowe Horwath LLP October 2008 - 2011
Bear Stearns April 1996 - August 2008
Banque IndosueZ 1992 - 1996
UBS Investment Bank 1988 - 1992
Deloitte 1984 - 1988
KPMG Peat Marwick 1982 - 1984
KPMG Peat Marwick 1979 - 1982
Skills
Enterprise Risk..., Financial Risk, AML, Risk Management, Hedge Funds, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Alternative Investments, Due Diligence, Fixed Income, Derivatives, Investment Banking, Capital Markets, Asset Management, Securities, Asset Managment, Financial Markets, Auditing, Operational Risk, Investments, Credit, Equities, Private Equity, Sarbanes-Oxley, Internal Controls, Anti Money Laundering, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Valuation, Sarbanes-Oxley Act
Education
California State University-Northridge 1975 — 1978
Bachelor of Science, Accounting Information Systems
Mary Boulos Kebbe's KPMG Peat Marwick Experience June 1985 - May 1990
Job Controllers Training Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2010 - Present
Goldman Sachs April 2006 - December 2008
Goldman Sachs May 1990 - November 2002
KPMG Peat Marwick June 1985 - May 1990
Skills
Recruiting, Management, Training, Talent Acquisition, Talent Management, Onboarding, Human Resources, Executive Search, Employee Training, College Recruiting, Sourcing, Technical Recruiting, Applicant Tracking..., Accounting, Risk Management, Vendor Management
Education
Colgate University 1981 — 1985
BA, History, French
New York University, Stern School of Business
MS, Accounting
Goldman Sachs January 2010 - Present
Goldman Sachs April 2006 - December 2008
Goldman Sachs May 1990 - November 2002
KPMG Peat Marwick June 1985 - May 1990
Skills
Recruiting, Management, Training, Talent Acquisition, Talent Management, Onboarding, Human Resources, Executive Search, Employee Training, College Recruiting, Sourcing, Technical Recruiting, Applicant Tracking..., Accounting, Risk Management, Vendor Management
Education
Colgate University 1981 — 1985
BA, History, French
New York University, Stern School of Business
MS, Accounting
Jennifer Fagnani's KPMG Peat Marwick Experience 1995 - 1997
Job Director, Marketing & Public Relations at Providence Saint Joseph Medical Center
Industry Hospital & Health Care
Experience
Providence Saint Joseph Medical Center September 2008 - Present
USC University Hospital & USC/Norris Cancer Hospital 1998 - 2008
USC University Hospital & USC/Norris Cancer Hospital January 1998 - January 2000
The Rogers Group 1997 - 1998
KPMG Peat Marwick 1995 - 1997
National Medical Enterprises (now Tenet Healthcare) 1992 - 1995
Education
California State University, Fresno 1985 — 1989
BA, Journalism; Business Minor
Providence Saint Joseph Medical Center September 2008 - Present
USC University Hospital & USC/Norris Cancer Hospital 1998 - 2008
USC University Hospital & USC/Norris Cancer Hospital January 1998 - January 2000
The Rogers Group 1997 - 1998
KPMG Peat Marwick 1995 - 1997
National Medical Enterprises (now Tenet Healthcare) 1992 - 1995
Education
California State University, Fresno 1985 — 1989
BA, Journalism; Business Minor
Steven R. Murphy's KPMG Peat Marwick Experience July 1987 - February 1990
Job Area Accg Mgr at Waste Management, Inc
Industry Accounting
Experience
Waste Management, Inc March 2000 - Present
Packard Bell NEC September 1995 - February 2000
Sutter Health February 1990 - August 1995
KPMG Peat Marwick July 1987 - February 1990
Skills
GAAP, Accounts Receivable, Financial Reporting, Accounting, Microsoft Excel, Payroll, Sarbanes-Oxley Act, Auditing, Analysis
Education
California State University-Sacramento 1984 — 1987
BS, Accounting & Mgmt Information Systems
Waste Management, Inc March 2000 - Present
Packard Bell NEC September 1995 - February 2000
Sutter Health February 1990 - August 1995
KPMG Peat Marwick July 1987 - February 1990
Skills
GAAP, Accounts Receivable, Financial Reporting, Accounting, Microsoft Excel, Payroll, Sarbanes-Oxley Act, Auditing, Analysis
Education
California State University-Sacramento 1984 — 1987
BS, Accounting & Mgmt Information Systems
Kirby Bell's KPMG Peat Marwick Experience January 1996 - January 1998
Job IT Implementation Consultant
Industry Information Technology and Services
Experience
MPACT Technology Solutions December 2005 - Present
MPACT Technology Solutions December 2005 - Present
EZAccess Internet Services. LLC March 2003 - December 2005
The Coca-Cola Company February 1998 - January 2003
KPMG Peat Marwick January 1996 - January 1998
SAP America, Inc January 1995 - January 1996
Digital Equipment Corp January 1990 - January 1995
Digital Equipment Corp January 1987 - January 1990
Digital Equipment Corp January 1985 - January 1987
Digital Equipment Corp January 1983 - January 1985
Skills
Change Management, Project Management, Business Process..., Business Intelligence, SDLC, MS Project, Cross-functional Team..., Visio
Education
Clark Atlanta University
Computer Science Math
MPACT Technology Solutions December 2005 - Present
MPACT Technology Solutions December 2005 - Present
EZAccess Internet Services. LLC March 2003 - December 2005
The Coca-Cola Company February 1998 - January 2003
KPMG Peat Marwick January 1996 - January 1998
SAP America, Inc January 1995 - January 1996
Digital Equipment Corp January 1990 - January 1995
Digital Equipment Corp January 1987 - January 1990
Digital Equipment Corp January 1985 - January 1987
Digital Equipment Corp January 1983 - January 1985
Skills
Change Management, Project Management, Business Process..., Business Intelligence, SDLC, MS Project, Cross-functional Team..., Visio
Education
Clark Atlanta University
Computer Science Math
Greggory Hutchins's KPMG Peat Marwick Experience August 1984 - December 1992
Job Partner, Holthouse Carlin & Van Trigt LLP
Industry Accounting
Experience
Holthouse Carlin & Van Trigt LLP January 1993 - Present
KPMG Peat Marwick August 1984 - December 1992
Skills
Tax, Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, Tax Research, CPA, Accounting, Sales Tax, Tax Law, Financial Reporting, Financial Accounting, International Tax, Estate Tax Planning, Small Business
Education
California State University-Northridge 1979 — 1984
Bachelors of Science, Business: Accounting
Golden Gate University
Master's degree, Taxation
Holthouse Carlin & Van Trigt LLP January 1993 - Present
KPMG Peat Marwick August 1984 - December 1992
Skills
Tax, Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, Tax Research, CPA, Accounting, Sales Tax, Tax Law, Financial Reporting, Financial Accounting, International Tax, Estate Tax Planning, Small Business
Education
California State University-Northridge 1979 — 1984
Bachelors of Science, Business: Accounting
Golden Gate University
Master's degree, Taxation
Kelli Bernstein's KPMG Peat Marwick Experience July 1990 - August 2006
Job Senior Manager at Meaden & Moore
Industry Accounting
Experience
Meaden & Moore March 2010 - Present
AmTrust Bank August 2006 - April 2010
KPMG Peat Marwick July 1990 - August 2006
Education
Cleveland State University 1986 — 1990
Bachelor of Business Administration, Accounting
Independence High School 1981 — 1985
Meaden & Moore March 2010 - Present
AmTrust Bank August 2006 - April 2010
KPMG Peat Marwick July 1990 - August 2006
Education
Cleveland State University 1986 — 1990
Bachelor of Business Administration, Accounting
Independence High School 1981 — 1985
Chip Simon, CFP®'s KPMG Peat Marwick Experience 1975 - 1978
Job Owner, Taconic Advisors, Inc.
Industry Financial Services
Experience
Taconic Advisors Inc. 2002 - Present
ACA (Alliance of Cambridge Advisors, Inc.) 2002 - Present
Collegiate Health Care 1993 - 1996
Collegiate Health Care 1993 - 1996
KPMG Peat Marwick 1975 - 1978
Education
New York University - Leonard N. Stern School of Business 1975 — 1976
M.S., Accounting
Colgate University 1970 — 1974
Taconic Advisors Inc. 2002 - Present
ACA (Alliance of Cambridge Advisors, Inc.) 2002 - Present
Collegiate Health Care 1993 - 1996
Collegiate Health Care 1993 - 1996
KPMG Peat Marwick 1975 - 1978
Education
New York University - Leonard N. Stern School of Business 1975 — 1976
M.S., Accounting
Colgate University 1970 — 1974
Suzanne Neishi's KPMG Peat Marwick Experience January 1986 - January 1996
Job Vice President at
Industry Real Estate
Experience
Syufy Enterprises January 2010 - Present
MacFarlane Partners September 2005 - December 2009
PricewaterhouseCoopers February 1996 - September 2005
UC Berkeley 1997 - 1998
KPMG Peat Marwick January 1986 - January 1996
Education
California State University-East Bay 1980 — 1985
B.S. Business Adminstration, Accounting with minor in Taxation
Golden Gate University
M.S. Finance, Personal Financial Planning
Syufy Enterprises January 2010 - Present
MacFarlane Partners September 2005 - December 2009
PricewaterhouseCoopers February 1996 - September 2005
UC Berkeley 1997 - 1998
KPMG Peat Marwick January 1986 - January 1996
Education
California State University-East Bay 1980 — 1985
B.S. Business Adminstration, Accounting with minor in Taxation
Golden Gate University
M.S. Finance, Personal Financial Planning
Nelle Cronen's KPMG Peat Marwick Experience 1986 - 1989
Job Senior Administrative Coordinator at Children's Hospital Oakland Research Institute
Industry Public Relations and Communications
Experience
Children's Hospital Oakland Research Institute August 2009 - Present
Ad Hoc Design 1990 - Present
Novartis Vaccines and Diagnostics, Inc February 2009 - August 2009
Novartis Vaccines and Diagnostics, Inc. 1996 - 2008
Watson Wyatt 1989 - 1990
KPMG Peat Marwick 1986 - 1989
Booz•Allen & Hamilton 1985 - 1986
Compass Consulting Group 1984 - 1986
Skills
Copy Editing, Newsletters, Publications, Publishing, Editorial, Brochures, Proposal Writing, Advertising, Fundraising, Management, Program Management, Public Speaking, Research, Life Sciences, Pharmaceutical Industry, Biotechnology
Education
California State University-Los Angeles 1980 — 1983
BA, English Literature with Graphic Arts minor
CERIA-COOVI, Brussels, Belgium 1970 — 1972
AA, Public Relations
Stanford University
Summer Publishing course, Magazine section
Children's Hospital Oakland Research Institute August 2009 - Present
Ad Hoc Design 1990 - Present
Novartis Vaccines and Diagnostics, Inc February 2009 - August 2009
Novartis Vaccines and Diagnostics, Inc. 1996 - 2008
Watson Wyatt 1989 - 1990
KPMG Peat Marwick 1986 - 1989
Booz•Allen & Hamilton 1985 - 1986
Compass Consulting Group 1984 - 1986
Skills
Copy Editing, Newsletters, Publications, Publishing, Editorial, Brochures, Proposal Writing, Advertising, Fundraising, Management, Program Management, Public Speaking, Research, Life Sciences, Pharmaceutical Industry, Biotechnology
Education
California State University-Los Angeles 1980 — 1983
BA, English Literature with Graphic Arts minor
CERIA-COOVI, Brussels, Belgium 1970 — 1972
AA, Public Relations
Stanford University
Summer Publishing course, Magazine section
Tim O'Hagan's KPMG Peat Marwick Experience 1986 - 1989
Job Perfection Custom Closets, Inc. President & Owner
Industry Construction
Experience
Perfection Custom Closets April 1999 - Present
Brown Wood Products 1994 - 1999
Environmental Risk Consultants, Inc 1989 - 1994
KPMG - Peat Marwick 1986 - 1989
Skills
Start-ups, Litigation, Budgets, Furniture, Management, Financial Analysis, Financial Reporting, Management Consulting, Entrepreneurship, Forecasting, Analysis, Small Business, Mergers & Acquisitions, Auditing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1983 — 1986
JD, Corporate, taxation, litigation
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (BS), Accounting
Perfection Custom Closets April 1999 - Present
Brown Wood Products 1994 - 1999
Environmental Risk Consultants, Inc 1989 - 1994
KPMG - Peat Marwick 1986 - 1989
Skills
Start-ups, Litigation, Budgets, Furniture, Management, Financial Analysis, Financial Reporting, Management Consulting, Entrepreneurship, Forecasting, Analysis, Small Business, Mergers & Acquisitions, Auditing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1983 — 1986
JD, Corporate, taxation, litigation
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (BS), Accounting
Theresa-Colleen Vlahos's KPMG Peat Marwick Experience January 1995 - November 1997
Job Director of Finance PIMCO at Allianz Global Investors
Industry Accounting
Experience
Allianz Global Investors February 2001 - Present
CKE Restaurants, Inc. December 1997 - February 2001
KPMG Peat Marwick January 1995 - November 1997
Education
California State University-Fullerton 1989 — 1994
BA, Business Administration - Accounting concentration
Woodbridge High 1985 — 1989
General
Allianz Global Investors February 2001 - Present
CKE Restaurants, Inc. December 1997 - February 2001
KPMG Peat Marwick January 1995 - November 1997
Education
California State University-Fullerton 1989 — 1994
BA, Business Administration - Accounting concentration
Woodbridge High 1985 — 1989
General
Jamie Pehanick's KPMG Peat Marwick Experience 1990 - 1992
Job Recruiter at Newfield Wireless
Industry Market Research
Experience
Newfield Wireless October 2012 - December 2012
Krames/Staywell 1998 - 1998
Krames StayWell 1996 - 1998
Krames StayWell 1994 - 1996
Krames StayWell 1992 - 1994
KPMG Peat Marwick 1990 - 1992
KPMG Peat Marwick 1989 - 1990
Skills
Marketing Strategy, Business Writing, Staff Management, Product Marketing, Project Management, Market Research, Organizational..., Business Development, Start-ups, Social Media, Marketing Communications, Interviews, Management, Lead Generation, Strategy, Marketing
Education
California State University-Chico
Bachelor of Arts (B.A.), Organizational Communications
Newfield Wireless October 2012 - December 2012
Krames/Staywell 1998 - 1998
Krames StayWell 1996 - 1998
Krames StayWell 1994 - 1996
Krames StayWell 1992 - 1994
KPMG Peat Marwick 1990 - 1992
KPMG Peat Marwick 1989 - 1990
Skills
Marketing Strategy, Business Writing, Staff Management, Product Marketing, Project Management, Market Research, Organizational..., Business Development, Start-ups, Social Media, Marketing Communications, Interviews, Management, Lead Generation, Strategy, Marketing
Education
California State University-Chico
Bachelor of Arts (B.A.), Organizational Communications
Karen Abajian, CPA's KPMG Peat Marwick Experience July 1985 - August 1988
Job Experienced Controller
Industry Financial Services
Experience
WaMu 1031 Exchange September 2005 - April 2009
Hawthorne Savings, F.S.B. April 2000 - August 2002
Imperial Bank May 1993 - March 2000
Imperial Bank July 1991 - April 1993
Imperial Bank January 1989 - June 1991
Toyota Motor Credit Corp. September 1988 - December 1988
KPMG Peat Marwick July 1985 - August 1988
Education
California State University-Long Beach 1982 — 1985
BS, Accounting
WaMu 1031 Exchange September 2005 - April 2009
Hawthorne Savings, F.S.B. April 2000 - August 2002
Imperial Bank May 1993 - March 2000
Imperial Bank July 1991 - April 1993
Imperial Bank January 1989 - June 1991
Toyota Motor Credit Corp. September 1988 - December 1988
KPMG Peat Marwick July 1985 - August 1988
Education
California State University-Long Beach 1982 — 1985
BS, Accounting
Mimi Landsberg's KPMG Peat Marwick Experience September 1984 - April 1987
Job Accounting Professional at Mimi Landsberg, CPA
Industry Accounting
Experience
Mimi Landsberg, CPA 2005 - Present
Coldwell Banker February 2002 - August 2004
Dennis Rose, CPA June 1987 - January 1989
KPMG Peat Marwick September 1984 - April 1987
Education
California State University-Los Angeles 1981 — 1984
BS, Business Administration - Accounting
University of California, Riverside 1980 — 1981
BioMedical Sciences
Temple City High School 1976 — 1980
Mimi Landsberg, CPA 2005 - Present
Coldwell Banker February 2002 - August 2004
Dennis Rose, CPA June 1987 - January 1989
KPMG Peat Marwick September 1984 - April 1987
Education
California State University-Los Angeles 1981 — 1984
BS, Business Administration - Accounting
University of California, Riverside 1980 — 1981
BioMedical Sciences
Temple City High School 1976 — 1980
Larry Offsie's KPMG Peat Marwick Experience June 1997 - January 1999
Job Customer Service Operations Management
Industry Consumer Services
Experience
Contact Center Improvement, Ltd August 2010 - Present
Sleepy's April 2007 - August 2010
Cablevision December 2003 - March 2007
Answerthink and Braun Consulting Companies August 2001 - December 2003
Cap Gemini Ernst & Young January 1999 - August 2001
KPMG Peat Marwick June 1997 - January 1999
Nynex Video Services April 1995 - May 1997
800 - Flowers and Companies March 1992 - June 1993
Citibank N.A. December 1987 - January 1992
Citibank, N.A. June 1986 - December 1987
Skills
IVR, Knowledge Management, Process Simulation, Call Center, Workforce Management, Vendor Management, Process Improvement, Contact Centers, Customer Satisfaction, Customer Experience, Call Center Development, Telecommunications, CRM, Business Process..., Performance Management, Outsourcing, Operations Management, Change Management, Team Leadership, Training, Call Centers, Strategy, Retail, Leadership
Education
City University of New York
BA, Environmental Studies and Business
Hofstra/Cornell Management
The University of Kansas
M.A
Contact Center Improvement, Ltd August 2010 - Present
Sleepy's April 2007 - August 2010
Cablevision December 2003 - March 2007
Answerthink and Braun Consulting Companies August 2001 - December 2003
Cap Gemini Ernst & Young January 1999 - August 2001
KPMG Peat Marwick June 1997 - January 1999
Nynex Video Services April 1995 - May 1997
800 - Flowers and Companies March 1992 - June 1993
Citibank N.A. December 1987 - January 1992
Citibank, N.A. June 1986 - December 1987
Skills
IVR, Knowledge Management, Process Simulation, Call Center, Workforce Management, Vendor Management, Process Improvement, Contact Centers, Customer Satisfaction, Customer Experience, Call Center Development, Telecommunications, CRM, Business Process..., Performance Management, Outsourcing, Operations Management, Change Management, Team Leadership, Training, Call Centers, Strategy, Retail, Leadership
Education
City University of New York
BA, Environmental Studies and Business
Hofstra/Cornell Management
The University of Kansas
M.A
Jim Regele's KPMG Peat Marwick Experience 1981 - 1985
Job Principal
Industry Information Technology and Services
Experience
Argos Financial Group January 2014 - Present
Merlin International September 2001 - June 2013
KPMG Peat Marwick 1981 - 1985
Skills
Risk Management, SaaS, Business Development, Management, Business Process..., Program Management, Process Improvement, Team Leadership, Cloud Computing, Financial Reporting, Enterprise Software, Project Management, Strategic Planning, Start-ups, Professional Services, Business Analysis, Vendor Management, Integration, Strategy, Business Intelligence
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1989
MBA, Finance
California State Polytechnic University-Pomona 1977 — 1981
BS, Accounting
Argos Financial Group January 2014 - Present
Merlin International September 2001 - June 2013
KPMG Peat Marwick 1981 - 1985
Skills
Risk Management, SaaS, Business Development, Management, Business Process..., Program Management, Process Improvement, Team Leadership, Cloud Computing, Financial Reporting, Enterprise Software, Project Management, Strategic Planning, Start-ups, Professional Services, Business Analysis, Vendor Management, Integration, Strategy, Business Intelligence
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1989
MBA, Finance
California State Polytechnic University-Pomona 1977 — 1981
BS, Accounting
Patrick Hofford's KPMG Peat Marwick Experience May 1981 - April 1986
Job CFO
Industry Information Technology and Services
Experience
Findaway, LLC January 2012 - Present
Old Oak Partners, LLC September 2009 - Present
Olson February 2010 - November 2010
Rosetta (Brulant, Inc) January 2007 - August 2009
Accenture May 2003 - January 2007
Accenture August 1993 - May 2002
HKM Enterprises, Inc July 1990 - August 1993
School Specialty, Inc. (FSC Educational, Inc.) June 1989 - July 1990
Cleveland Pneumatic Company, Inc June 1986 - June 1989
KPMG Peat Marwick May 1981 - April 1986
Skills
Private Equity, Mergers, Strategic Planning, Business Strategy, Venture Capital, Process Improvement, Contract Negotiation, Change Management, Cost Reduction, New Business Development, Non-profits, Business Process..., Operational Excellence, Due Diligence, E-commerce, Integrated Marketing, Outsourcing, Acquisition Integration, Business Planning, Start-ups, Strategy, Analytics, Business Development, Program Management, Leadership, Management, Finance, Managerial Finance, Performance Management, Restructuring, Budgets, Enterprise Software, Management Consulting, Executive Management, Human Resources, Divestitures, Forecasting, Business Analysis, Business Transformation, Entrepreneurship, Auditing, P&L Management, B2B, Cross-functional Team..., Business Valuation, Professional Services, Acquisitions, Competitive Analysis, M&A experience, ERP
Education
California State University-Sacramento 1989 — 1997
M.B.A, Finance
John Carroll University 1977 — 1981
BS BA, Accounting and Finance
Findaway, LLC January 2012 - Present
Old Oak Partners, LLC September 2009 - Present
Olson February 2010 - November 2010
Rosetta (Brulant, Inc) January 2007 - August 2009
Accenture May 2003 - January 2007
Accenture August 1993 - May 2002
HKM Enterprises, Inc July 1990 - August 1993
School Specialty, Inc. (FSC Educational, Inc.) June 1989 - July 1990
Cleveland Pneumatic Company, Inc June 1986 - June 1989
KPMG Peat Marwick May 1981 - April 1986
Skills
Private Equity, Mergers, Strategic Planning, Business Strategy, Venture Capital, Process Improvement, Contract Negotiation, Change Management, Cost Reduction, New Business Development, Non-profits, Business Process..., Operational Excellence, Due Diligence, E-commerce, Integrated Marketing, Outsourcing, Acquisition Integration, Business Planning, Start-ups, Strategy, Analytics, Business Development, Program Management, Leadership, Management, Finance, Managerial Finance, Performance Management, Restructuring, Budgets, Enterprise Software, Management Consulting, Executive Management, Human Resources, Divestitures, Forecasting, Business Analysis, Business Transformation, Entrepreneurship, Auditing, P&L Management, B2B, Cross-functional Team..., Business Valuation, Professional Services, Acquisitions, Competitive Analysis, M&A experience, ERP
Education
California State University-Sacramento 1989 — 1997
M.B.A, Finance
John Carroll University 1977 — 1981
BS BA, Accounting and Finance
Angel Boynes-Knight's KPMG Peat Marwick Experience January 1990 - February 1992
Job Acting Controller at National Cycle
Industry Accounting
Experience
National Cycle October 2014 - Present
Robert Half Finance & Accounting 2011 - Present
City Colleges of Chicago January 2005 - December 2014
RELATED MIDWEST June 2007 - October 2008
INLAND RETAIL REAL ESTATE TRUST, INC August 2004 - February 2007
D'ESCOTO, INC August 2001 - March 2004
SIGNA GROUP INC / CKD CREATEC June 1999 - August 2001
BUTLER MANUFACTURING COMPANY April 1994 - April 1999
MIDCON CORP February 1992 - March 1994
KPMG PEAT MARWICK January 1990 - February 1992
Education
Lewis University 2000 — 2003
MBA, Human Resources
Chicago State University
B.S, ACCOUNTING
National Cycle October 2014 - Present
Robert Half Finance & Accounting 2011 - Present
City Colleges of Chicago January 2005 - December 2014
RELATED MIDWEST June 2007 - October 2008
INLAND RETAIL REAL ESTATE TRUST, INC August 2004 - February 2007
D'ESCOTO, INC August 2001 - March 2004
SIGNA GROUP INC / CKD CREATEC June 1999 - August 2001
BUTLER MANUFACTURING COMPANY April 1994 - April 1999
MIDCON CORP February 1992 - March 1994
KPMG PEAT MARWICK January 1990 - February 1992
Education
Lewis University 2000 — 2003
MBA, Human Resources
Chicago State University
B.S, ACCOUNTING
David Micik, CPA, MBA, RPLU's KPMG Peat Marwick Experience January 1980 - August 1982
Job Underwriting Review Manager at W. R. Berkley Corporation
Industry Insurance
Experience
W. R. Berkley Corporation May 2014 - Present
Endurance Specialty Holdings Ltd. December 2008 - May 2014
General Reinsurance Corporation August 1987 - November 2008
General Star Management Co. 1985 - 1987
General Re Corporation September 1982 - 1985
KPMG Peat Marwick January 1980 - August 1982
Skills
Internal Audit, Auditing, Financial Risk, Project Planning, Forecasting, Sarbanes-Oxley, Compliance, Mergers & Acquisitions, Sarbanes-Oxley Act, Budgets, Due Diligence, Process Improvement, Financial Analysis, Financial Reporting, General Ledger, Accounts Payable, Management, IT Audit, Risk Management, Internal Controls, Insurance, Accounting, Underwriting, Reinsurance, Statutory Accounting, Solvency II
Education
Professional Liability Underwriting Society (PLUS) 1996 — 1997
Registered Professional Liability Underwriter, Professional liability insurance lines, Passed
Iona College 1990 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services
Central Connecticut State University 1975 — 1979
BS, Accounting
W. R. Berkley Corporation May 2014 - Present
Endurance Specialty Holdings Ltd. December 2008 - May 2014
General Reinsurance Corporation August 1987 - November 2008
General Star Management Co. 1985 - 1987
General Re Corporation September 1982 - 1985
KPMG Peat Marwick January 1980 - August 1982
Skills
Internal Audit, Auditing, Financial Risk, Project Planning, Forecasting, Sarbanes-Oxley, Compliance, Mergers & Acquisitions, Sarbanes-Oxley Act, Budgets, Due Diligence, Process Improvement, Financial Analysis, Financial Reporting, General Ledger, Accounts Payable, Management, IT Audit, Risk Management, Internal Controls, Insurance, Accounting, Underwriting, Reinsurance, Statutory Accounting, Solvency II
Education
Professional Liability Underwriting Society (PLUS) 1996 — 1997
Registered Professional Liability Underwriter, Professional liability insurance lines, Passed
Iona College 1990 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services
Central Connecticut State University 1975 — 1979
BS, Accounting
Armando Tello's KPMG Peat Marwick Experience 1994 - 1995
Job Exec Dir Head Network Banks Clients Americas at SC
Industry Banking
Experience
Standard Chartered Bank June 2014 - Present
Standard Chartered Bank September 2011 - May 2014
Standard Chartered Bank July 2010 - September 2011
Standard Chartered Bank January 2005 - August 2010
Banco Standard Chartered Colombia March 2003 - December 2004
Bank of America 1997 - 2002
Citi Colfondos March 1996 - December 1997
KPMG Peat Marwick 1994 - 1995
Skills
Business Strategy, Delivering Results, Project Management, Financial Risk, Risk Management, Performance Appraisal, Finance, Manage Client..., Business Planning, Basel III, Strategic Financial..., MIS, Financial Analysis, Analysis, Investments, Credit Risk, Execution Management..., Trade Finance, Corporate Finance, Financial Modeling, Managerial Finance, Execution Management, Operational Risk..., Commercial Banking, Anti Money Laundering, Cash Management, Performance Management, Accounting
Education
INALDE 2002 — 2002
Diploma, Management Development Program
Colegio de Estudios Superiores de Administración 1996 — 1997
Specialization, Corporate Finance, Diploma
Colegio de Estudios Superiores de Administración 1991 — 1995
BBA, Business Administration
Standard Chartered Bank June 2014 - Present
Standard Chartered Bank September 2011 - May 2014
Standard Chartered Bank July 2010 - September 2011
Standard Chartered Bank January 2005 - August 2010
Banco Standard Chartered Colombia March 2003 - December 2004
Bank of America 1997 - 2002
Citi Colfondos March 1996 - December 1997
KPMG Peat Marwick 1994 - 1995
Skills
Business Strategy, Delivering Results, Project Management, Financial Risk, Risk Management, Performance Appraisal, Finance, Manage Client..., Business Planning, Basel III, Strategic Financial..., MIS, Financial Analysis, Analysis, Investments, Credit Risk, Execution Management..., Trade Finance, Corporate Finance, Financial Modeling, Managerial Finance, Execution Management, Operational Risk..., Commercial Banking, Anti Money Laundering, Cash Management, Performance Management, Accounting
Education
INALDE 2002 — 2002
Diploma, Management Development Program
Colegio de Estudios Superiores de Administración 1996 — 1997
Specialization, Corporate Finance, Diploma
Colegio de Estudios Superiores de Administración 1991 — 1995
BBA, Business Administration
Daisy Lam's KPMG Peat Marwick Experience September 1993 - January 1997
Job Accounting Manager at ValueAct Capital
Industry Financial Services
Experience
Valueact Capital, Inc. November 2007 - Present
Resonate, Inc. October 2004 - March 2008
Serena Software, Inc. September 2001 - September 2004
Mattson Technology January 1997 - June 2000
KPMG Peat Marwick September 1993 - January 1997
Education
California State University-East Bay 1989 — 1993
BA, Business/Accounting
Valueact Capital, Inc. November 2007 - Present
Resonate, Inc. October 2004 - March 2008
Serena Software, Inc. September 2001 - September 2004
Mattson Technology January 1997 - June 2000
KPMG Peat Marwick September 1993 - January 1997
Education
California State University-East Bay 1989 — 1993
BA, Business/Accounting
Adnan Chowdhury's KPMG Peat Marwick Experience 1991 - 1994
Job VP & Analytics Practice Lead at Novaglobe Inc.
Industry Information Technology and Services
Experience
Novaglobe Inc. November 2012 - Present
NEC Corporation of America June 2010 - December 2012
GE 2010 - 2011
Revelwood April 2006 - June 2010
Novaglobe Inc. 1998 - 2006
AT&T Credit 1994 - 1998
KPMG Peat Marwick 1991 - 1994
Reliance Electric 1988 - 1989
Skills
VBA, SQL, TM1, Corporate Management, Business Management, OLAP, Business Intelligence, ETL, Data Modeling, Cognos, Financial Analysis, Business Analysis, Financial Modeling, Analytics, Forecasting, Business Planning, Management, Requirements Analysis, Pre-sales, Vendor Management, Data Warehousing, Business Analytics, Project Planning, Business Intelligence..., Data Integration, Dashboard, Business Process, ERP, Master Data Management, Software Project..., Enterprise Software, Business Objects, Solution Architecture, Enterprise Architecture, Requirements Gathering, Consulting, SDLC, Project Management
Education
Cleveland State University 1987 — 1991
BS, Computer Science
Haji Mohd Mohsin College 1983 — 1985
HSC, Science
Saint Placid's High School 1976 — 1983
SSC, Science
IBM BA Enablement workshop
IBM BA Enablement workshop
IBM Enablement workshop
Novaglobe Inc. November 2012 - Present
NEC Corporation of America June 2010 - December 2012
GE 2010 - 2011
Revelwood April 2006 - June 2010
Novaglobe Inc. 1998 - 2006
AT&T Credit 1994 - 1998
KPMG Peat Marwick 1991 - 1994
Reliance Electric 1988 - 1989
Skills
VBA, SQL, TM1, Corporate Management, Business Management, OLAP, Business Intelligence, ETL, Data Modeling, Cognos, Financial Analysis, Business Analysis, Financial Modeling, Analytics, Forecasting, Business Planning, Management, Requirements Analysis, Pre-sales, Vendor Management, Data Warehousing, Business Analytics, Project Planning, Business Intelligence..., Data Integration, Dashboard, Business Process, ERP, Master Data Management, Software Project..., Enterprise Software, Business Objects, Solution Architecture, Enterprise Architecture, Requirements Gathering, Consulting, SDLC, Project Management
Education
Cleveland State University 1987 — 1991
BS, Computer Science
Haji Mohd Mohsin College 1983 — 1985
HSC, Science
Saint Placid's High School 1976 — 1983
SSC, Science
IBM BA Enablement workshop
IBM BA Enablement workshop
IBM Enablement workshop
Steve Hosmer's KPMG Peat Marwick Experience February 1989 - February 1991
Job Software Engineer at DHL
Industry Information Technology and Services
Experience
DHL December 1996 - May 2009
Airborne Express 1996 - 2003
Ernst Home & Nursery February 1991 - December 1996
KPMG Peat Marwick February 1989 - February 1991
House of Almonds February 1987 - February 1989
Tenneco West, Inc. February 1981 - February 1987
Education
Coleman College 1980 — 1981
BA, Computer Science
San Diego State University-California State University 1975 — 1977
MS, Biology
Humboldt State University 1970 — 1974
BS, Biology
DHL December 1996 - May 2009
Airborne Express 1996 - 2003
Ernst Home & Nursery February 1991 - December 1996
KPMG Peat Marwick February 1989 - February 1991
House of Almonds February 1987 - February 1989
Tenneco West, Inc. February 1981 - February 1987
Education
Coleman College 1980 — 1981
BA, Computer Science
San Diego State University-California State University 1975 — 1977
MS, Biology
Humboldt State University 1970 — 1974
BS, Biology
Stephen Lukoskie's KPMG Peat Marwick Experience 1985 - 1992
Job CFO at Innovasource LLC
Industry Consumer Goods
Experience
Innovasource LLC November 2009 - Present
108th Training Command (IET) - Army Reserves January 1980 - February 2010
Microban International, Ltd. August 1993 - February 2009
Microban Products Company 1993 - 2009
Bahakel Communications 1992 - 1993
KPMG Peat Marwick 1985 - 1992
KPMG 1985 - 1992
Skills
Tax, Forecasting, Finance, Management, Financial Reporting, Budgets, Financial Analysis, Leadership, New Business Development, Microsoft Office, Team Building, Business Planning, Strategic Planning, Cash Management, Product Development, Mergers & Acquisitions, Due Diligence, Business Strategy, Corporate Finance, Marketing Strategy, Cross-functional Team..., Accounting, Negotiation, Analysis, Competitive Analysis, Contract Negotiation
Education
California State University-Sacramento 1977 — 1979
BS, Accounting
Innovasource LLC November 2009 - Present
108th Training Command (IET) - Army Reserves January 1980 - February 2010
Microban International, Ltd. August 1993 - February 2009
Microban Products Company 1993 - 2009
Bahakel Communications 1992 - 1993
KPMG Peat Marwick 1985 - 1992
KPMG 1985 - 1992
Skills
Tax, Forecasting, Finance, Management, Financial Reporting, Budgets, Financial Analysis, Leadership, New Business Development, Microsoft Office, Team Building, Business Planning, Strategic Planning, Cash Management, Product Development, Mergers & Acquisitions, Due Diligence, Business Strategy, Corporate Finance, Marketing Strategy, Cross-functional Team..., Accounting, Negotiation, Analysis, Competitive Analysis, Contract Negotiation
Education
California State University-Sacramento 1977 — 1979
BS, Accounting
Paul Van Buskirk's KPMG Peat Marwick Experience June 1988 - December 1992
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS January 1993 - Present
UBS Investment Bank 1993 - Present
Icor Brokerage June 2000 - February 2001
KPMG Peat Marwick June 1988 - December 1992
Education
New York University - Leonard N. Stern School of Business 1988 — 1993
MBA, Finance, Accounting
Carnegie Mellon University - Tepper School of Business 1984 — 1988
BS, Industrial Management, Managerial Economics
UBS January 1993 - Present
UBS Investment Bank 1993 - Present
Icor Brokerage June 2000 - February 2001
KPMG Peat Marwick June 1988 - December 1992
Education
New York University - Leonard N. Stern School of Business 1988 — 1993
MBA, Finance, Accounting
Carnegie Mellon University - Tepper School of Business 1984 — 1988
BS, Industrial Management, Managerial Economics
John Sjobring's KPMG Peat Marwick Experience 1982 - 1985
Job Computer Software Professional
Industry Computer Software
Experience
Charles Schwab 1993 - 2004
Myers-Holum 1988 - 1991
KPMG Peat Marwick 1982 - 1985
Skills
Business Intelligence, SDLC, E-Learning, Software Project..., Requirements Analysis, Software Development, Databases, DB2, HTML, Testing, Integration, Program Management, Agile Methodologies, Visio, Enterprise Architecture, Management, Business Analysis, Project Management, MS Project, Leadership, COBOL, Enterprise Software
Education
California State University-East Bay 2010 — 2011
Master's degree, Education - Educational Technology
California State University-East Bay 2009 — 2010
Preliminary Single Subject Credential
University of California, Berkeley 1971 — 1974
BA, Rhetoric
Charles Schwab 1993 - 2004
Myers-Holum 1988 - 1991
KPMG Peat Marwick 1982 - 1985
Skills
Business Intelligence, SDLC, E-Learning, Software Project..., Requirements Analysis, Software Development, Databases, DB2, HTML, Testing, Integration, Program Management, Agile Methodologies, Visio, Enterprise Architecture, Management, Business Analysis, Project Management, MS Project, Leadership, COBOL, Enterprise Software
Education
California State University-East Bay 2010 — 2011
Master's degree, Education - Educational Technology
California State University-East Bay 2009 — 2010
Preliminary Single Subject Credential
University of California, Berkeley 1971 — 1974
BA, Rhetoric
Mike Brinkman's KPMG Peat Marwick Experience 1994 - 1998
Job Experienced Property Tax Manager
Industry Financial Services
Experience
JRK Property Holdings May 2011 - April 2013
Independent Tax Group December 2010 - May 2011
Pacific Capital Bancorp July 2010 - November 2010
Countrywide Financial Corporation February 1999 - December 2008
KPMG Peat Marwick 1994 - 1998
Arthur Consulting Group 1988 - 1993
Arthur D. Little Valuation 1984 - 1988
Skills
Auditing, Tax, Mergers & Acquisitions, Analysis, Valuation, Process Improvement, Budgets, Management, Leadership, Banking, Real Estate, Fixed Assets, Internal Audit, Corporate Tax, Financial Analysis, Due Diligence, Portfolio Management, Finance
Education
Colby College
BS, Administrative Science / Business
JRK Property Holdings May 2011 - April 2013
Independent Tax Group December 2010 - May 2011
Pacific Capital Bancorp July 2010 - November 2010
Countrywide Financial Corporation February 1999 - December 2008
KPMG Peat Marwick 1994 - 1998
Arthur Consulting Group 1988 - 1993
Arthur D. Little Valuation 1984 - 1988
Skills
Auditing, Tax, Mergers & Acquisitions, Analysis, Valuation, Process Improvement, Budgets, Management, Leadership, Banking, Real Estate, Fixed Assets, Internal Audit, Corporate Tax, Financial Analysis, Due Diligence, Portfolio Management, Finance
Education
Colby College
BS, Administrative Science / Business
Jacqueline (Jackie) Moller's KPMG Peat Marwick Experience 1987 - 1998
Job Vice President Financial Planning & Analysis and Expense Management at Prudential Financial
Industry Insurance
Experience
Prudential Financial April 2012 - Present
The Hartford March 2011 - April 2012
The Hartford April 2009 - March 2011
The Hartford September 2006 - April 2009
The Hartford January 2005 - September 2006
Trinity College 1999 - 2004
KPMG Peat Marwick 1987 - 1998
Skills
Financial Analysis, Financial Reporting, Forecasting, Mergers & Acquisitions, Internal Controls, Auditing, Finance, Accounting, Cross-functional Team..., Analysis, Due Diligence, Change Management, Financial Services, Leadership, Portfolio Management
Education
Trinity College-Hartford 2001 — 2005
Masters, Public Policy and Law
Central Connecticut State University 1983 — 1986
B.S., Accounting
Prudential Financial April 2012 - Present
The Hartford March 2011 - April 2012
The Hartford April 2009 - March 2011
The Hartford September 2006 - April 2009
The Hartford January 2005 - September 2006
Trinity College 1999 - 2004
KPMG Peat Marwick 1987 - 1998
Skills
Financial Analysis, Financial Reporting, Forecasting, Mergers & Acquisitions, Internal Controls, Auditing, Finance, Accounting, Cross-functional Team..., Analysis, Due Diligence, Change Management, Financial Services, Leadership, Portfolio Management
Education
Trinity College-Hartford 2001 — 2005
Masters, Public Policy and Law
Central Connecticut State University 1983 — 1986
B.S., Accounting
Blair Stump's KPMG Peat Marwick Experience September 1977 - September 1980
Job Tax Planning Manager Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services June 2010 - Present
Rinker Materials January 1990 - September 2008
ARC America Corporation September 1980 - January 1990
KPMG - Peat Marwick September 1977 - September 1980
Skills
Tax, Mergers, Corporate Tax, Tax Accounting, SEC filings, Cost Accounting, Mergers & Acquisitions, Budgets, CPA, Internal Controls, Due Diligence, Sarbanes-Oxley Act, Financial Reporting
Education
University of California, Los Angeles - School of Law 1974 — 1977
Juris Doctor, Law
California State University-Los Angeles 1970 — 1974
B.S,, Business Admin - Accounting
Toyota Financial Services June 2010 - Present
Rinker Materials January 1990 - September 2008
ARC America Corporation September 1980 - January 1990
KPMG - Peat Marwick September 1977 - September 1980
Skills
Tax, Mergers, Corporate Tax, Tax Accounting, SEC filings, Cost Accounting, Mergers & Acquisitions, Budgets, CPA, Internal Controls, Due Diligence, Sarbanes-Oxley Act, Financial Reporting
Education
University of California, Los Angeles - School of Law 1974 — 1977
Juris Doctor, Law
California State University-Los Angeles 1970 — 1974
B.S,, Business Admin - Accounting
Karen Ratcliff's KPMG Peat Marwick Experience August 1983 - June 1988
Job Trails West Real Estate Broker
Industry Real Estate
Experience
LambrosERA - Polson December 2008 - January 2014
Pricesmart, Inc. October 1997 - November 1999
Vans, Inc. January 1990 - August 1997
PROSHOT GOLF October 1995 - March 1996
Securities & Exchange Commission - Washington, D.C. September 1987 - June 1989
KPMG Peat Marwick August 1983 - June 1988
Education
California State University-Dominguez Hills 1979 — 1983
B.S., Accounting and Business Computer Systems
California State University - Dominguez Hills
LambrosERA - Polson December 2008 - January 2014
Pricesmart, Inc. October 1997 - November 1999
Vans, Inc. January 1990 - August 1997
PROSHOT GOLF October 1995 - March 1996
Securities & Exchange Commission - Washington, D.C. September 1987 - June 1989
KPMG Peat Marwick August 1983 - June 1988
Education
California State University-Dominguez Hills 1979 — 1983
B.S., Accounting and Business Computer Systems
California State University - Dominguez Hills
Dr. Jay Pruzansky's KPMG Peat Marwick Experience 1996 - 1998
Job Managing Member at Alpine Healthcare, LLC/Director at E3 Healthcare Management LLC
Industry Hospital & Health Care
Experience
Silicon Valley Surgery Center 2000 - Present
Alpine Healthcare, LLC/E3 Healthcare 1998 - Present
KPMG Peat Marwick 1996 - 1998
Metropolitan Hospital 1978 - 1980
Skills
Management, Hospitals, Healthcare, Surgery, Healthcare Management, Orthopedic, EMR, Clinical Research, Medicine, Healthcare Information..., Medical Education, Physician Relations, Strategic Planning, Patient Safety
Education
City University of New York-Brooklyn College 1970 — 1974
BA, Health Science
Silicon Valley Surgery Center 2000 - Present
Alpine Healthcare, LLC/E3 Healthcare 1998 - Present
KPMG Peat Marwick 1996 - 1998
Metropolitan Hospital 1978 - 1980
Skills
Management, Hospitals, Healthcare, Surgery, Healthcare Management, Orthopedic, EMR, Clinical Research, Medicine, Healthcare Information..., Medical Education, Physician Relations, Strategic Planning, Patient Safety
Education
City University of New York-Brooklyn College 1970 — 1974
BA, Health Science
Beth Lathrop's KPMG Peat Marwick Experience 1983 - 1988
Job None
Industry Accounting
Experience
American Express 1989 - 1990
Morgan Stanley Dean Witter 1988 - 1989
KPMG Peat Marwick 1983 - 1988
Oklahoma State University 1978 - 1979
Oklahoma state university 1978 - 1979
Education
The University of Chicago 1982 — 1984
ma, economics
University of St. Thomas 1980 — 1982
ba, accounting
Oklahoma State University 1976 — 1979
none, accounting
California State University-Monterey Bay
American Express 1989 - 1990
Morgan Stanley Dean Witter 1988 - 1989
KPMG Peat Marwick 1983 - 1988
Oklahoma State University 1978 - 1979
Oklahoma state university 1978 - 1979
Education
The University of Chicago 1982 — 1984
ma, economics
University of St. Thomas 1980 — 1982
ba, accounting
Oklahoma State University 1976 — 1979
none, accounting
California State University-Monterey Bay
Mary McCarthy, CPA, CFA's KPMG Peat Marwick Experience January 1992 - January 1995
Job Professor Accounting
Industry Accounting
Experience
Central Connecticut State University January 2010 - Present
MassMutual Financial Group January 2004 - April 2009
MassMutual Financial Group January 2004 - April 2009
TimesSquare Capital Management Inc July 2000 - January 2004
CIGNA Retirement & Investment Services July 2000 - January 2004
Hartford Financial Services Group April 1995 - July 2000
KPMG Peat Marwick January 1992 - January 1995
UTC - Pratt & Whitney January 1990 - January 1992
Skills
Management, Financial Reporting, Tax, Finance, Microsoft Excel, Analysis, Risk Management, Managerial Finance, Internal Controls, Auditing, Higher Education, Corporate Finance, Financial Analysis, Accounting, IFRS, Consolidation, Financial Modeling, Process Improvement, Enterprise Risk..., Internal Audit, Financial Accounting, Variance Analysis, Forecasting, Budgets, Banking, Portfolio Management, GAAP, Training, Cost Accounting, Strategy
Education
Nova Southeastern University 2007 — 2011
Doctoral of Business Administration, Accounting
University of Connecticut 1997 — 2000
M.B.A., Finance
Central Connecticut State University
B.S., Accounting
Central Connecticut State University January 2010 - Present
MassMutual Financial Group January 2004 - April 2009
MassMutual Financial Group January 2004 - April 2009
TimesSquare Capital Management Inc July 2000 - January 2004
CIGNA Retirement & Investment Services July 2000 - January 2004
Hartford Financial Services Group April 1995 - July 2000
KPMG Peat Marwick January 1992 - January 1995
UTC - Pratt & Whitney January 1990 - January 1992
Skills
Management, Financial Reporting, Tax, Finance, Microsoft Excel, Analysis, Risk Management, Managerial Finance, Internal Controls, Auditing, Higher Education, Corporate Finance, Financial Analysis, Accounting, IFRS, Consolidation, Financial Modeling, Process Improvement, Enterprise Risk..., Internal Audit, Financial Accounting, Variance Analysis, Forecasting, Budgets, Banking, Portfolio Management, GAAP, Training, Cost Accounting, Strategy
Education
Nova Southeastern University 2007 — 2011
Doctoral of Business Administration, Accounting
University of Connecticut 1997 — 2000
M.B.A., Finance
Central Connecticut State University
B.S., Accounting
Allen Holter's KPMG Peat Marwick Experience July 1987 - February 2000
Job Managing Director at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PricewaterhouseCoopers July 2010 - Present
Cogence Business Solutions, Inc. June 2009 - July 2010
BearingPoint February 2000 - June 2009
KPMG Peat Marwick July 1987 - February 2000
Peat Marwick December 1979 - June 1987
Keydata Corporation March 1977 - December 1979
Electronic Data Systems January 1975 - November 1976
Skills
Program Management, SDLC, Technical Recruiting, Project Management, P&L Management
Education
California State University-Fullerton 2009 — 2010
Certificate, Professional Fiduciary Management for Trustees and Conservators
University of Pennsylvania - The Wharton School 1971 — 1974
BS, Economics
PricewaterhouseCoopers July 2010 - Present
Cogence Business Solutions, Inc. June 2009 - July 2010
BearingPoint February 2000 - June 2009
KPMG Peat Marwick July 1987 - February 2000
Peat Marwick December 1979 - June 1987
Keydata Corporation March 1977 - December 1979
Electronic Data Systems January 1975 - November 1976
Skills
Program Management, SDLC, Technical Recruiting, Project Management, P&L Management
Education
California State University-Fullerton 2009 — 2010
Certificate, Professional Fiduciary Management for Trustees and Conservators
University of Pennsylvania - The Wharton School 1971 — 1974
BS, Economics
Greg Grupp's KPMG Peat Marwick Experience January 1985 - July 1989
Job Vice President/CFO at Oltmans Real Estate Services
Industry Real Estate
Experience
Oltmans Real Estate Services July 1989 - Present
KPMG Peat Marwick January 1985 - July 1989
Skills
Valuation, Investments, Accounting, Financial Analysis, Tax, Auditing, Real Estate, Finance, Disposition, Corporate Tax, Cash Flow Forecasting, Strategic Financial..., Financial Modeling, Divestitures
Education
University of Southern California 1990 — 1996
Master of Business Taxation, Business Taxation
California State University-Northridge 1978 — 1984
Bachelor of Science, Business-Accounting
Oltmans Real Estate Services July 1989 - Present
KPMG Peat Marwick January 1985 - July 1989
Skills
Valuation, Investments, Accounting, Financial Analysis, Tax, Auditing, Real Estate, Finance, Disposition, Corporate Tax, Cash Flow Forecasting, Strategic Financial..., Financial Modeling, Divestitures
Education
University of Southern California 1990 — 1996
Master of Business Taxation, Business Taxation
California State University-Northridge 1978 — 1984
Bachelor of Science, Business-Accounting
Susan Jeter's KPMG Peat Marwick Experience July 1984 - January 1987
Job Owner, Jeter Associates
Industry Accounting
Experience
Jeter Associates November 1988 - Present
Texas Instruments January 1987 - November 1988
KPMG Peat Marwick July 1984 - January 1987
Skills
Accounting, Income Tax, Auditing, Tax, Financial Reporting, CPA, Partnership Taxation, S Corporations, Tax Research, Payroll Taxes, Tax Preparation, Tax Returns, Tax Accounting, Sales Tax, IRS, Computer Consultant, Brainstorming, Corporate Tax, Forensic Accounting, GAAP, Accountants, QuickBooks, Peachtree, Bookkeeping, Preparation, General Ledger, Sage Software, Vertical Industry..., Tax Advisory, Business Advisory, Sage, LLC, Financial Statements
Education
Clemson University - College of Business and Behavioral Science 1979 — 1984
BS, Accounting & Computer Science
Dulaney High School 1976 — 1979
Jeter Associates November 1988 - Present
Texas Instruments January 1987 - November 1988
KPMG Peat Marwick July 1984 - January 1987
Skills
Accounting, Income Tax, Auditing, Tax, Financial Reporting, CPA, Partnership Taxation, S Corporations, Tax Research, Payroll Taxes, Tax Preparation, Tax Returns, Tax Accounting, Sales Tax, IRS, Computer Consultant, Brainstorming, Corporate Tax, Forensic Accounting, GAAP, Accountants, QuickBooks, Peachtree, Bookkeeping, Preparation, General Ledger, Sage Software, Vertical Industry..., Tax Advisory, Business Advisory, Sage, LLC, Financial Statements
Education
Clemson University - College of Business and Behavioral Science 1979 — 1984
BS, Accounting & Computer Science
Dulaney High School 1976 — 1979
Janice Krueger's KPMG Peat Marwick Experience June 1990 - May 1994
Job Financial Manager at Lawrence Berkeley National Laboratory
Industry Research
Experience
Lawrence Berkeley National Laboratory February 2011 - Present
PG&E September 2006 - January 2010
PG&E June 1994 - September 2006
KPMG Peat Marwick June 1990 - May 1994
Skills
Analysis, Data Analysis, Financial Analysis, Financial Accounting, Management, Auditing, Business Analysis, Financial Reporting, Leadership, Internal Controls, Forecasting, Sarbanes-Oxley Act, Accounting, Budgets, Finance, Project Management, Managerial Finance, Variance Analysis, Financial Modeling, Business Process..., Consolidation, Risk Management, Process Improvement, Mergers & Acquisitions, Corporate Finance, Internal Audit, Strategic Financial..., Due Diligence, IFRS, Policy, Change Management, Business Process, SAP, Project Planning, Business Planning, PeopleSoft, Access, Enterprise Risk..., Payroll, ERP, SEC filings, GAAP, Business Strategy, US GAAP, Cross-functional Team..., Management Consulting, External Audit, Governance, Strategic Planning, Strategy
Education
California State University-Hayward - School of Business and Economics 1986 — 1990
BS, Business Administration/Accounting
University of California, Santa Barbara 1984 — 1985
Economics
Lawrence Berkeley National Laboratory February 2011 - Present
PG&E September 2006 - January 2010
PG&E June 1994 - September 2006
KPMG Peat Marwick June 1990 - May 1994
Skills
Analysis, Data Analysis, Financial Analysis, Financial Accounting, Management, Auditing, Business Analysis, Financial Reporting, Leadership, Internal Controls, Forecasting, Sarbanes-Oxley Act, Accounting, Budgets, Finance, Project Management, Managerial Finance, Variance Analysis, Financial Modeling, Business Process..., Consolidation, Risk Management, Process Improvement, Mergers & Acquisitions, Corporate Finance, Internal Audit, Strategic Financial..., Due Diligence, IFRS, Policy, Change Management, Business Process, SAP, Project Planning, Business Planning, PeopleSoft, Access, Enterprise Risk..., Payroll, ERP, SEC filings, GAAP, Business Strategy, US GAAP, Cross-functional Team..., Management Consulting, External Audit, Governance, Strategic Planning, Strategy
Education
California State University-Hayward - School of Business and Economics 1986 — 1990
BS, Business Administration/Accounting
University of California, Santa Barbara 1984 — 1985
Economics
Caren Lewis's KPMG Peat Marwick Experience January 1982 - October 1988
Job Owner at Caren H. Lewis, CPA
Industry Accounting
Experience
Caren H. Lewis, CPA October 1988 - Present
KPMG Peat Marwick January 1982 - October 1988
Education
California State University-Northridge 1985 — 1988
BS, Accounting
Caren H. Lewis, CPA October 1988 - Present
KPMG Peat Marwick January 1982 - October 1988
Education
California State University-Northridge 1985 — 1988
BS, Accounting
Teresa Day's KPMG Peat Marwick Experience 1982 - 1985
Job Executive Vice President of Finance and Operations at Kettering Medical Center
Industry Hospital & Health Care
Experience
Kettering Medical Center October 2010 - Present
Adventist Health 1999 - October 2010
Loma Linda University Medical Center 1989 - 1999
Ernst & Whinney 1985 - 1989
KPMG Peat Marwick 1982 - 1985
Skills
Healthcare Management, Revenue Cycle, Healthcare, Healthcare Information..., EHR
Education
California State Polytechnic University-Pomona 1978 — 1982
BS, Accounting
Kettering Medical Center October 2010 - Present
Adventist Health 1999 - October 2010
Loma Linda University Medical Center 1989 - 1999
Ernst & Whinney 1985 - 1989
KPMG Peat Marwick 1982 - 1985
Skills
Healthcare Management, Revenue Cycle, Healthcare, Healthcare Information..., EHR
Education
California State Polytechnic University-Pomona 1978 — 1982
BS, Accounting
Erina DuBois's KPMG Peat Marwick Experience 1995 - 1996
Job Dynamic Design Lab Manager (Mechanical Engineering) at Stanford University
Industry Higher Education
Experience
Stanford University June 2014 - Present
Stanford University December 2009 - June 2014
PAUSD/El Carmelo Elementary School 2002 - June 2013
Yahoo! 1999 - 2000
Gartner 1996 - 1999
KPMG Peat Marwick 1995 - 1996
Booz Allen Hamilton 1989 - 1992
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Information Systems
Carnegie Mellon University 1985 — 1989
BS, Industrial Management
Stanford University June 2014 - Present
Stanford University December 2009 - June 2014
PAUSD/El Carmelo Elementary School 2002 - June 2013
Yahoo! 1999 - 2000
Gartner 1996 - 1999
KPMG Peat Marwick 1995 - 1996
Booz Allen Hamilton 1989 - 1992
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Information Systems
Carnegie Mellon University 1985 — 1989
BS, Industrial Management
Judy Bain's KPMG Peat Marwick Experience January 1985 - May 1988
Job Experienced Manager of Medicare and MediCal Reimbursement
Industry Hospital & Health Care
Experience
HFS Consultants February 2015 - Present
Alameda Health System February 2014 - February 2015
Toyon Associates, Inc. April 1990 - February 2014
Withbert W. Payne May 1988 - April 1990
KPMG Peat Marwick January 1985 - May 1988
Knight & Carlson October 1982 - December 1984
Blue Cross February 1980 - August 1982
French Hospital, San Francisco September 1976 - January 1980
Skills
Medicare, Managed Care, Hospitals, Healthcare
Education
California State University-San Bernardino 1972 — 1976
Bachelor of Arts, Finance & Economics
HFS Consultants February 2015 - Present
Alameda Health System February 2014 - February 2015
Toyon Associates, Inc. April 1990 - February 2014
Withbert W. Payne May 1988 - April 1990
KPMG Peat Marwick January 1985 - May 1988
Knight & Carlson October 1982 - December 1984
Blue Cross February 1980 - August 1982
French Hospital, San Francisco September 1976 - January 1980
Skills
Medicare, Managed Care, Hospitals, Healthcare
Education
California State University-San Bernardino 1972 — 1976
Bachelor of Arts, Finance & Economics
Brenda Lester's KPMG Peat Marwick Experience December 1986 - August 1989
Job Manager of Tax and Treasury at Ivoclar Vivadent Inc.
Industry Medical Devices
Experience
Ivoclar Vivadent AG April 2001 - Present
Cobham Management Services April 1999 - April 2001
Outukumpu American Brass Inc August 1989 - April 1999
KPMG Peat Marwick December 1986 - August 1989
Skills
Tax, Corporate Tax, Tax Audits, Tax Research, Tax Compliance, Sales Tax, Income Tax, Transfer Pricing, Budgeting, Tax Returns, Excel, Financial Analysis, Accounting, Audit, SOX, Tax Preparation, Financial Reporting, SAP, Internal Controls, Financial Accounting, Tax Accounting, Use Tax, Management, Forecasting, Auditing, Budgets, US GAAP, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Business Planning, Cost Accounting, GAAP, Treasury, Variance Analysis, Internal Audit, General Ledger, Account Reconciliation, Cash Management
Education
Canisius College 1982 — 1986
BS, Accounting
Ivoclar Vivadent AG April 2001 - Present
Cobham Management Services April 1999 - April 2001
Outukumpu American Brass Inc August 1989 - April 1999
KPMG Peat Marwick December 1986 - August 1989
Skills
Tax, Corporate Tax, Tax Audits, Tax Research, Tax Compliance, Sales Tax, Income Tax, Transfer Pricing, Budgeting, Tax Returns, Excel, Financial Analysis, Accounting, Audit, SOX, Tax Preparation, Financial Reporting, SAP, Internal Controls, Financial Accounting, Tax Accounting, Use Tax, Management, Forecasting, Auditing, Budgets, US GAAP, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Business Planning, Cost Accounting, GAAP, Treasury, Variance Analysis, Internal Audit, General Ledger, Account Reconciliation, Cash Management
Education
Canisius College 1982 — 1986
BS, Accounting
Julia Kirwan's KPMG Peat Marwick Experience 1987 - 2001
Job ERP Project Manager at Port of Los Angeles
Industry Government Administration
Experience
Port of Los Angeles January 2010 - Present
Port of Los Angeles August 2006 - December 2009
KPMG Peat Marwick 1987 - 2001
Education
California State University-Sacramento 1978 — 1981
B. S., Business Administration, Marketing
Port of Los Angeles January 2010 - Present
Port of Los Angeles August 2006 - December 2009
KPMG Peat Marwick 1987 - 2001
Education
California State University-Sacramento 1978 — 1981
B. S., Business Administration, Marketing
Chaim Kofinas's KPMG Peat Marwick Experience November 1987 - November 1988
Job Tax Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown January 2011 - Present
Sax Macy Fromm & Co December 2007 - October 2010
Leading Edge 2005 - 2008
Leading Edge 2005 - 2008
Wiss & Company, LLP 1997 - 2007
Berdon LLP 1987 - 1997
Berdon LLP 1987 - 1997
KPMG Peat Marwick November 1987 - November 1988
Miller Ellin 1983 - 1987
Skills
SALT, NFP, Tax..., Tax Accounting, Tax Advisory, Finance, Leadership, Tax Preparation, Accountants, US GAAP, IRS, QuickBooks, Financial Accounting
Education
Pace University 1983 — 1987
MS, Taxation
City University of New York-Brooklyn College 1975 — 1980
BS, Accounting
WithumSmith+Brown January 2011 - Present
Sax Macy Fromm & Co December 2007 - October 2010
Leading Edge 2005 - 2008
Leading Edge 2005 - 2008
Wiss & Company, LLP 1997 - 2007
Berdon LLP 1987 - 1997
Berdon LLP 1987 - 1997
KPMG Peat Marwick November 1987 - November 1988
Miller Ellin 1983 - 1987
Skills
SALT, NFP, Tax..., Tax Accounting, Tax Advisory, Finance, Leadership, Tax Preparation, Accountants, US GAAP, IRS, QuickBooks, Financial Accounting
Education
Pace University 1983 — 1987
MS, Taxation
City University of New York-Brooklyn College 1975 — 1980
BS, Accounting
Carol Ott's KPMG Peat Marwick Experience 1998 - 2000
Job TMF Manager at Celerion
Industry Pharmaceuticals
Experience
Celerion January 2015 - Present
ViroPharma Incorporated 2005 - Present
Price Waterhouse Coopers 2000 - 2005
PricewaterhouseCoopers 2000 - 2005
KPMG Peat Marwick 1998 - 2000
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Quality Assurance, Project Management, Forecasting, Microsoft Office, Access, Outlook, Leadership, Budgets, Accounting, Team Leadership, Pharmaceutical Industry, Management, Biotechnology, Cross-functional Team..., Training, Change Management
Education
Central Penn College
Bachelor's degree, Business Administration and Management, General
Celerion January 2015 - Present
ViroPharma Incorporated 2005 - Present
Price Waterhouse Coopers 2000 - 2005
PricewaterhouseCoopers 2000 - 2005
KPMG Peat Marwick 1998 - 2000
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Quality Assurance, Project Management, Forecasting, Microsoft Office, Access, Outlook, Leadership, Budgets, Accounting, Team Leadership, Pharmaceutical Industry, Management, Biotechnology, Cross-functional Team..., Training, Change Management
Education
Central Penn College
Bachelor's degree, Business Administration and Management, General
Diane Collett's KPMG Peat Marwick Experience 1985 - 1988
Job Accountant at Sullivan and Gannon, LLC
Industry Accounting
Experience
Sullivan and Gannon, LLC January 2009 - Present
Chase Academy (formerly St. Margaret's-McTernan School) 1989 - 1995
KPMG Peat Marwick 1985 - 1988
Education
Central Connecticut State University 1981 — 1985
BS in Business Administration, Accounting Major
Sullivan and Gannon, LLC January 2009 - Present
Chase Academy (formerly St. Margaret's-McTernan School) 1989 - 1995
KPMG Peat Marwick 1985 - 1988
Education
Central Connecticut State University 1981 — 1985
BS in Business Administration, Accounting Major
Mary A. Tibbs's KPMG Peat Marwick Experience 1990 - 1996
Job Corporate Controller at Spectrum Pharmaceuticals
Industry Medical Devices
Experience
Spectrum Pharmaceuticals August 2010 - September 2013
SenoRx November 2006 - August 2010
Telenetics 2002 - 2006
BDO Seidman, LLP 1996 - 2002
KPMG Peat Marwick 1990 - 1996
Education
California State University-Fullerton 1988 — 1990
BA, Business Administration with an emphasis on Accounting
Spectrum Pharmaceuticals August 2010 - September 2013
SenoRx November 2006 - August 2010
Telenetics 2002 - 2006
BDO Seidman, LLP 1996 - 2002
KPMG Peat Marwick 1990 - 1996
Education
California State University-Fullerton 1988 — 1990
BA, Business Administration with an emphasis on Accounting
Ken Paris's KPMG Peat Marwick Experience May 1978 - October 1989
Job President at Winston Technology
Industry Information Technology and Services
Experience
Winston Technology Director - Product DevelopmentForecross CorporationOctober 1989 - June 2003
KPMG Peat Marwick May 1978 - October 1989
Education
New York University - Polytechnic School of Engineering 1977 — 1979
MS, Computer Science
Western Connecticut State University 1973 — 1974
BBA, Business Administration
Clarkson University 1964 — 1968
BS, Math
Winston Technology Director - Product DevelopmentForecross CorporationOctober 1989 - June 2003
KPMG Peat Marwick May 1978 - October 1989
Education
New York University - Polytechnic School of Engineering 1977 — 1979
MS, Computer Science
Western Connecticut State University 1973 — 1974
BBA, Business Administration
Clarkson University 1964 — 1968
BS, Math
Amy Harrington's KPMG Peat Marwick Experience January 1989 - September 1992
Job Global Tax Director at Unifrax I LLC
Industry Financial Services
Experience
Unifrax I LLC September 2014 - Present
Ernst & Young October 2011 - September 2014
Ernst & Young September 2010 - October 2011
Columbus McKinnon December 2004 - June 2010
Moret Ernst & Young March 1996 - March 1997
Mark IV Industries, Inc. September 1992 - February 1996
KPMG Peat Marwick January 1989 - September 1992
Skills
Tax Accounting, US GAAP, Internal Controls, Financial Analysis, International Tax, Tax, Corporate Tax, US Tax, GAAP, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Financial Accounting, Internal Audit, Financial Services, SEC filings, Income Tax, External Audit, General Ledger, Tax Research, Tax Preparation
Education
SUNY at Buffalo 1992 — 1995
Tax
Canisius College 1985 — 1989
BS, Accounting
Unifrax I LLC September 2014 - Present
Ernst & Young October 2011 - September 2014
Ernst & Young September 2010 - October 2011
Columbus McKinnon December 2004 - June 2010
Moret Ernst & Young March 1996 - March 1997
Mark IV Industries, Inc. September 1992 - February 1996
KPMG Peat Marwick January 1989 - September 1992
Skills
Tax Accounting, US GAAP, Internal Controls, Financial Analysis, International Tax, Tax, Corporate Tax, US Tax, GAAP, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Financial Accounting, Internal Audit, Financial Services, SEC filings, Income Tax, External Audit, General Ledger, Tax Research, Tax Preparation
Education
SUNY at Buffalo 1992 — 1995
Tax
Canisius College 1985 — 1989
BS, Accounting
Tricia Gates's KPMG Peat Marwick Experience 1990 - 1992
Job Controller at Brooks Street
Industry Real Estate
Experience
Brooks Street July 2008 - Present
Cinnamon Forest Homes 2003 - 2008
Pinnacle Multimedia, Inc. 1996 - 1998
California Pacific Homes 1994 - 1996
California Pacific Homes 1992 - 1994
KPMG Peat Marwick 1990 - 1992
Skills
CPA - California
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Admin; Accounting
Brooks Street July 2008 - Present
Cinnamon Forest Homes 2003 - 2008
Pinnacle Multimedia, Inc. 1996 - 1998
California Pacific Homes 1994 - 1996
California Pacific Homes 1992 - 1994
KPMG Peat Marwick 1990 - 1992
Skills
CPA - California
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Admin; Accounting
Sandra McMasters's KPMG Peat Marwick Experience December 1989 - June 1993
Job Accounting/Administrative
Industry Accounting
Experience
Mullavey Prout Grenley and Foe April 2009 - Present
Greenwood Ohlund and Co 2009 - 2009
AT&T Wireless Services-Aviation Communications Division December 1994 - September 2000
KPMG Peat Marwick December 1989 - June 1993
Skills
QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Bank Reconciliation, Banking, Microsoft Excel, Microsoft Office, Outlook, Oracle
Education
Central Washington University 2005 — 2008
Accounting
Central Washington University-Lynnwood 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Mullavey Prout Grenley and Foe April 2009 - Present
Greenwood Ohlund and Co 2009 - 2009
AT&T Wireless Services-Aviation Communications Division December 1994 - September 2000
KPMG Peat Marwick December 1989 - June 1993
Skills
QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Bank Reconciliation, Banking, Microsoft Excel, Microsoft Office, Outlook, Oracle
Education
Central Washington University 2005 — 2008
Accounting
Central Washington University-Lynnwood 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY