PRICE WATERHOUSE & CO.
Industry: Management consulting company
DescriptionFounded: 1849 Parent organization: PricewaterhouseCoopers Subsidiaries: PricewaterhouseCoopers Malaysia, PRTM, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPwCWebsiteDirections Saved (0) Saved Save 14 Google reviews Financial planner in Boston, Massachusetts Address: 101 Seaport Blvd, Boston, MA 02210 Hours: Closed ⋅ Opens 7:30AM Tuesday7:30AM–5:30PMWednesday7:30AM–5:30PMThursday7:30AM–5:30PMFriday7:30AM–5:30PMSaturdayClosedSundayClosedMonday7:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 530-5000Website: : : Place name: : Category: : : : Website: http://www.pwc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
PRICE WATERHOUSE & CO. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PRICE WATERHOUSE & CO.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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PRICE WATERHOUSE & CO. Employees
AlixPartners, LLP February 1991 - Present
Patriot Coal Corporation July 2012 - December 2013
General Growth Properties 2010 - 2011
BearingPoint September 2008 - August 2009
Dana Holding Corporation 2006 - 2008
PRICE WATERHOUSE & CO 1977 - 1984
Skills
Restructuring, Business Process..., Manufacturing, Liquidity Management, Corporate Actions, Cash Flow Forecasting, Corporate Development, Due Diligence, SEC filings, Financial Modeling, Business Valuation, Acquisition Integration, Turn Around Management, Financial Analysis, Mergers, Divestitures, Debt Restructuring, Working Capital..., Mergers & Acquisitions, M&A experience, Private Equity, Corporate Finance, Management Consulting, Venture Capital, Change Management, Sarbanes-Oxley Act, Valuation, Auditing, Finance, LBO, Bankruptcy, Management, Leveraged Finance, IPO
Education
Harvard Business School 2004 — 2004
AMP, Management
University of Detroit Mercy 1974 — 1977
MBA, Finance
Xavier University - Williams College of Business 1970 — 1974
BSBA, FINANCE
Writers In Treatment 2012 - Present
House of Hope Foundation 2009 - Present
Freedom Festival, Inc. 2004 - Present
AnonymousOne 1998 - 2011
TRW - Space & Technology 1976 - 1998
Price Waterhouse & Co. 1972 - 1976
Skills
Accounting, Contract Management, Non-profits, Contract Negotiation, Business Development, General Ledger, Finance, Sales, Strategic Financial..., Microsoft Excel, Nonprofits, Accounts Payable, Strategic Planning, Inventory Management, Account Management, Microsoft Office, Executive Management, Negotiation, Forecasting, Outlook, Microsoft Word, Financial Reporting, Consulting, New Business Development, PowerPoint, Grant Writing, Program Management, Business Planning, Leadership, Management, Process Improvement
Education
Brookings Institution 1991 — 1991
UCLA 1980 — 1982
Contracts Management, International Business/Trade/Commerce
California State University-Long Beach 1968 — 1972
Bachelor's degree, Accounting
PointClear February 2013 - Present
ed.wooller Resume & Career Services November 2003 - Present
Jim Ellis Automotive Group September 2011 - January 2013
Malcolm Cunningham Ford Lincoln August 2010 - September 2011
EMA Partners Atlanta LLC June 2006 - November 2010
Riddle & Mcgrath, LLC January 1999 - May 2006
Windsor International March 1995 - December 1998
international executive search firms October 1985 - March 1995
INTELSAT July 1983 - October 1985
Price Waterhouse & Co December 1981 - July 1983
Skills
Sales Management, Automotive, New Business Development, Sales, Negotiation, Strategic Planning, Customer Satisfaction, Account Management, Team Building, Sales Process, Customer Retention, Forecasting, Recruiting, Project Management, Management Consulting, Marketing Communications, Finance, Market Analysis, Vehicles, Executive Search, Selling, Customer Service, Rowing, Direct Sales, Start-ups, Management, Business Development, B2B, E-commerce, Sourcing, Strategy, Consulting, Marketing, Retail, Marketing Strategy, Leadership, Competitive Analysis, Lead Generation, Contract Negotiation, Business Planning, Business Strategy, Strategic Partnerships, Sales Operations
Education
Durham University 1975 — 1978
BA (Hons), Economics, then ACA and CPA
Shrewsbury School 1969 — 1974
Retired Owner PrincipalRichard E. Bloodgood, CPA1982 - 2009
Millard Metals 1975 - 1982
Chas T. Main 1974 - 1975
Macmillan 1972 - 1974
Western Union International 1961 - 1972
Price Waterhouse & Co. 1953 - 1961
US Navy Submarine Service 1945 - 1948
Skills
Accounting, Financial Reporting, Process Improvement, Research, Retirement Planning, Leadership, CPA, Public Relations
Education
Clarkson University 1949 — 1953
BBA
Gatto McFerson, CPAs 1977 - Present
United California Bank 1974 - 1977
Price Waterhouse & Co June 1969 - April 1974
Skills
Public Speaking, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Financial Management..., Accounting, Auditing, Internal Controls, CPA, Small Business, Financial Analysis, Income Tax, Bookkeeping, Financial Accounting, Financial Reporting, Partnership Taxation, Tax Preparation, Strategic Financial..., Leadership, Tax, Business Valuation, Deal Execution, Tax Advisory, Business Strategy, Forensic Accounting, Management, Investments, Start-ups, QuickBooks, GAAP, Financial Statements, Corporate Finance, Business Planning, Consolidation, Mergers & Acquisitions, Budgets, Financial Planners, Credit, Executive Management, Risk Management, Analysis, Management Consulting, Valuation, Cash Flow, Banking, Human Resources, Finance, Financial Services, Managerial Finance
Education
Penn State University 1964 — 1968
Bachelor of Science (B.S.), Accounting and Business/Management
LeClairRyan 1988 - Present
Hunton & Williams 1983 - 1988
U.S. Court of Appeals, The Honorable Sam J. Ervin III 1982 - 1983
Price Waterhouse & Co 1977 - 1979
Skills
Venture Capital, Entrepreneurship
Education
Georgetown University Law Center
Doctor of Law (J.D.)
The College of William and Mary
Bachelor of Business Administration (B.B.A.), Accounting
AXIOM TAX, P.C. January 1999 - Present
Paul T. Wildman, CPA, PC January 1989 - December 1999
Hammel Cromwell & Co., PC ; Braun & Bartlett PC January 1984 - January 1989
Harvey Hubbell, Inc. January 1981 - December 1984
Price Waterhouse & Co. January 1979 - December 1981
Skills
Tax Preparation, Corporate Tax, Small Business Tax, Business Tax Planning, Small Business, Business Strategy, Personal Tax Planning, Strategic Planning, CPA, Tax, Management, Accounting, Income Tax, Tax Accounting, Partnership Taxation, Tax Returns, Forensic Accounting, US Tax, Tax Research, IRS, S Corporations, Accountants, Payroll Taxes, Tax Advisory, Sales Tax, State Tax, Corporate Tax Planning, ProSystem fx Tax, Financial Statements, Property Tax, Estate Tax Planning, High Net Worth..., FASB, Use Tax, Lacerte, Financial Planners, Personal Income Tax...
Education
University of Bridgeport 1975 — 1979
Bachelor of Science (B.S.), Accounting, 3.65
Eagle Investment Planning April 2013 - Present
Donald Anastasia, CPA January 1977 - April 2013
NSTAR 1977 - 2012
Price Waterhouse & Co 1972 - 1977
Education
Northeastern University 1971 — 1972
Master of Science (MS), Accounting
Northeastern University 1967 — 1971
Bachelor of Science (BS), Finance and Insurance, High Honors
Boise State University 2013 - Present
SUPERVALU 2006 - 2012
Albertsons 1999 - 2006
American Stores Company, Inc. 1993 - 1999
Lucky Stores, Inc. 1987 - 1993
Kaiser Cement Corporation 1985 - 1987
Price Waterhouse & Co. 1973 - 1984
Skills
Internal Audit, Retail Store Audit, Business / Process..., Sarbanes-Oxley Planning..., Quarterly Financial..., External Auditor..., Controls Consulting, Regulatory Compliance, Fraud Investigation and..., Audit Committee..., Audit Committee Special..., Business Ethics and..., Enterprise Risk..., COSO Framework, ITRC, Information Technology..., Audit Committee, Sarbanes-Oxley, Big 4, Risk Assessment, Forecasting, Auditing, Executive Management, Internal Controls, Business Process..., Sarbanes-Oxley Act, Risk Management, Retail, Leadership, CPA, Mergers & Acquisitions, Financial Statements, Information Security, Training, General Ledger, Consolidation, Coordination, Fraud, Project Planning, COSO, Consulting, Process Improvement, Compliance
Education
California State University-Hayward
Business Administration / Accounting
El Cerrito High School
Hamilton County Government January 2003 - Present
Christine Crull Altman, Attorney at Law July 1995 - Present
Hamilton County Indiana May 1996 - December 2002
Campbell Kyle Proffitt, LLP May 1981 - June 1995
Price Waterhouse & Co January 1977 - August 1978
Skills
Economic Development, Legal Research, Public Policy, Public Speaking, Team Building, Budgets, Non-profits, Leadership, Legal Writing, Policy, Policy Analysis, Commercial Litigation, Real Estate, Management, Legislative Relations, Program Management, Organizational..., Litigation, Project Planning, Contract Negotiation, Community Development, Insurance, Nonprofits, Local Government, Program Development, Mediation, Criminal Law, Trials, Courts, Leadership Development
Education
Indiana University School of Law—Indianapolis 1978 — 1981
Doctor of Law (JD), Cum Laude
Indiana University - Kelley School of Business 1973 — 1977
Bachelor of Science (BS), Accounting, With Distinction
Dawn Sewing and Crafts March 2014 - Present
Austin High School August 2011 - May 2013
Middle Market Systems, Inc. 1984 - 2004
Datapoint 1982 - 1984
Price Waterhouse & Co. August 1978 - March 1981
Skills
Teaching, Mathematics Education, Tutoring, K-12, Software Development, Accounting
Education
Western Governors University 2010 — 2010
M.A., Teaching (Math, 5-12)
University of Alabama 1973 — 1978
B.S., Mathematics, Acctg, Computer Sci
Austin High School 1970 — 1973
High school
Loomis, Sayles & Company January 1999 - Present
Ohio Public Employees Retirement System August 1993 - December 1998
Price Waterhouse & Co. August 1989 - November 1990
Skills
Equity Research, Portfolio Management, Financial Modeling, Thought Leadership, Valuation, Written Communication, Enterprise Software, Internet Strategy, Equities, Strategy, Mutual Funds, Financial Analysis, Securities, Investments, Accounting, Asset Management, Bloomberg, Social Media, Competitive Analysis, Independent Thinking
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1993
Masters of Business Administration, Finance
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science, Accounting
JK Realty LLC July 2011 - Present
Jewish Voice Ministries International August 2000 - June 2011
Stratford American Corporation 1995 - 2000
Price Waterhouse & Co 1978 - 1980
Skills
QuickBooks, Budgets, Real Estate, Public Speaking, Investment Properties, Negotiation, Strategic Planning, Outlook, Team Building, Investors, Short Sales, First Time Home Buyers, Foreclosures, Finance, Accounting, Marketing, Real Estate Transactions, Small Business, Single Family Homes, Property Management, REO, HUD, Real Property, Buyer Representation
Education
University of Arizona 1974 — 1978
BSBA, Accounting
Emmaus Bible College 1971 — 1974
Diploma, General Bible
Niemi Development Partners LLC April 2005 - Present
Dunmore Homes LLC 1991 - 2005
McClendon Niemi Consultants March 1986 - March 1991
FPI Managment Inc 1981 - 1986
Price Waterhouse & Co. 1976 - 1981
Skills
Real Estate, Entitlements, Land Development, Restructuring, Executive Management, Land Acquisition, Residential, Real Estate Development, Land, Construction, Real Estate Investment, Real Estate Finance, Due Diligence, REO, Investors, Single Family Homes, Land Use Planning, Business turnaround, Strategic Planning, Residential Homes, Apartments, Contract Management, Finance, Contract Negotiation, Property Management, Negotiation, Mixed-use, Investment Properties, Real Estate Economics, Investments, Commercial Real Estate, Real Estate Transactions, Zoning
Education
University of Michigan-Dearborn 1974 — 1976
BBA, Business/ Accounting
E. W. Tompkins Co., Inc. September 2004 - Present
Adina, Inc. March 2004 - March 2013
U. S. Buildings, LLC July 2003 - February 2004
Sunstates Corporation August 1986 - July 2002
Simms Investment Company 1984 - 1986
Price Waterhouse & Co. 1978 - 1984
Arthur Andersen & Co. 1975 - 1978
Skills
Financial Analysis, Due Diligence, Mergers & Acquisitions, Strategic Planning, Financial Reporting, Accounting, Tax, Financial Accounting, General Ledger, Tax Preparation, Internal Controls, Income Tax, Auditing, GAAP, Corporate Tax, Tax Returns, Cash Flow, Bookkeeping
Education
North Carolina State University 1970 — 1975
Bachelor of Arts (BA), Accounting
Seeking opportunities in the greater Harrisburg area 2014 - Present
Capital BlueCross 1984 - 2013
Price Waterhouse & Co. 1976 - 1984
Skills
Contract Negotiation, Medical cost projections, Development of models..., Strategic planning, Regulatory compliance, Customer-focused needs..., Client relationship..., Staff development and..., Healthcare provider..., CRM, Analysis, Risk Management, Finance, Strategic Planning, Medicaid, Administration, Medicare, Process Improvement, Insurance, Medicine, Healthcare, Auditing, Employee Benefits, Health Insurance, Managed Care
Education
Susquehanna University 1972 — 1976
Bachelor Of Science, Accounting
NW Service Realty, LLC October 2011 - Present
The Hasson Company 2008 - 2011
Coldwell Banker Barbara Sue Seal 1996 - 2008
Hard Drive Associates, Inc. 1985 - 1996
Pacific Automotive Wholersalers 1989 - 1991
Stanton Industries, Inc. 1982 - 1989
Price Waterhouse International 1982 - 1982
Grantree Corporation 1980 - 1982
Price Waterhouse & Co. 1973 - 1980
United States Coast Guard 1970 - 1973
Skills
First Time Home Buyers, Real Estate, Investment Properties, Sellers, Veterans, REO, Sales, Short Sales, Single Family Homes, Condos, Foreclosures, Investors, Buyers, Buyer Representation, Real Property
Education
The George Washington University 1971 — 1973
MBA, Accounting
University of Oregon 1965 — 1969
BBA, Accounting
Thompson Consulting Group September 1992 - Present
Nike Securities L.P. June 1991 - April 1992
Gateway Mortgage Acceptance Corporation June 1989 - December 1990
Kemper Capital Markets, a division of Kemper Securities Group, Inc. January 1986 - December 1990
Van Kampen Merritt, Inc July 1982 - January 1986
The Pyramid Companies September 1979 - June 1982
Price Waterhouse & Co. July 1975 - September 1979
US Army September 1969 - July 1973
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Accounting/Finance
John Carroll University 1965 — 1969
BS, Biology/Chemistry
Google September 2012 - Present
Asian Sabbatical January 2009 - September 2012
Adobe Systems February 2005 - December 2008
J.D. Edwards / PeopleSoft (post acquisition) June 1990 - January 2005
Price Waterhouse 1979 - 1988
Price Waterhouse & Co. 1977 - 1979
Skills
Business, Enterprise Software, SaaS, Solution Selling, Demand Generation, Salesforce.com, Cloud Computing, Professional Services, Complex Sales, Channel, Leadership, Pre-sales, ERP, Sales Operations, Selling, Management, Mobile Devices
Education
Syracuse University 1974 — 1977
BS, Dual majors: Accounting and Finance
ACCOUNTANCY CONSULTANTS of New Jersey, LLC/Barnegat CPA Tax Services October 1992 - Present
LONZA, Inc. 1986 - 2001
Nabisco Brands, Inc. 1977 - 1986
Price Waterhouse & Co. 1973 - 1976
Chase Manhattan Bank, N.A. 1971 - 1972
Skills
Small Business, Financial Reporting, Tax Preparation, Auditing, QuickBooks, Accounting, Bookkeeping, Tax, Financial Analysis, Tax Returns, Strategic Financial..., Sales Tax, Income Tax, Managerial Finance, Strategic Planning, CPA, Mergers & Acquisitions, Budgets, General Ledger, Internal Audit, Financial Statements, Business Planning
Education
St. John's University 1971 — 1973
M.B.A., Public Accounting
Monmouth College 1968 — 1971
A.A. & B.S., Business Administration
University of Toledo 1966 — 1968
Pharmacy/Pre-Dental
Clifton High School 1963 — 1966
ACA Management Group January 2010 - Present
Valor Leadership Partners LLC January 2007 - January 2010
Diedrich Von Soosten & Co., Inc. August 2005 - January 2007
Aurora Management Partners, Inc. August 2001 - February 2005
Coloney Von Soosten + Associates January 1989 - August 2001
TLB Plastics 1979 - 1989
Burbank International 1977 - 1979
Price Waterhouse & Co 1974 - 1976
Skills
Bankruptcy, Family Farms, Orderly Liquidations, Crisis Management, Liquidation, Restructuring, Middle Market, Venture Capital, Chapter 11, Management, Mergers & Acquisitions, Due Diligence, Business Valuation, Leveraged Finance, Corporate Development, Debt Restructuring, Divestitures, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Turn Around Management, LBO, M&A experience, Syndications, Forensic Accounting, Acquisitions, Family Business, Mezzanine, Management Consulting, Business Planning, Business Acquisition, Working Capital..., Funding, Finance, Recapitalizations, Corporate Governance, Valuation, Corporate Finance, Commercial Finance, Investment Banking, Financial Analysis, Asset Based Lending, Financial Advisory, Alternative Investments, Capital Markets, Acquisition Integration, Factoring, Portfolio Management, Business Strategy
Education
Lehigh University
BA, International Business/Spanish
VFW Foundation October 2011 - Present
Sport Clips November 1995 - Present
Sport Clips Haircuts 1995 - Present
ISBN 2008 - 2012
Professional Beauty Association 2005 - 2011
Professional Beauty Association 2005 - 2011
Price Waterhouse & Co. June 1976 - March 1980
Price Waterhouse & Co. 1976 - 1980
Skills
CEO, CPA (Retired), Franchising, Strategic Planning, Public Speaking, Small Business, Entrepreneurship, Business Planning, Start-ups, Management Consulting, Team Building, Marketing, Social Media Marketing, Management, Franchise Consulting, Sales, Strategic Financial..., Retail, Sales Management, Financial Analysis, Leadership, Strategy
Education
Wharton School of Business 1974 — 1976
MBA, Finance
Massachusetts Institute of Technology 1964 — 1968
BS, Mechanical Engineering
Retired May 2001 - Present
Greenwich Capital Markets January 1992 - March 2001
Climax Metals Company July 1991 - December 1992
Texasgulf/Elf Aquitaine March 1979 - June 1991
Price Waterhouse & Co. July 1976 - March 1979
Skills
Financial Analysis, Financial Modeling, Investments, Banking, Risk Management, Business Planning, Mergers & Acquisitions, Business Development, Due Diligence, Insurance, Fixed Income, Contract Negotiation, Strategic Planning, Managerial Finance, Corporate Finance, Asset Management, Employee Benefits, Valuation, Strategic Financial...
Education
University of New Haven 1972 — 1976
BS, Accounting
Herbster & Associates 1990 - Present
Herbster & Associates 1990 - Present
Liberty Lutheran Services January 2008 - Present
Herbster & Associates January 1990 - Present
Kidde, Inc. 1972 - 1988
Price Waterhouse & Co 1964 - 1972
Education
Elizabethtown College 1962 — 1964
BS, Accounting
TransAtlantic Petroleum Ltd. May 2011 - Present
Williams Technical Services January 1999 - November 2011
Caltex Petroleum January 1997 - January 1999
Caltex Services January 1991 - January 1997
Caltex Petroleum January 1982 - January 1991
PRICE WATERHOUSE & CO January 1978 - January 1982
Skills
Business Planning, Business Process..., Financial Reporting, Accounting, Auditing, Risk Management, Petroleum, Cash Flow, Finance, Sarbanes-Oxley Act, IFRS, Investments, Budgets, Management, Training
Education
Certified Public Accountant
Texas A&M University
BBA, Accounting
Executive Realty Group LLC January 2014 - Present
R. E. Tonkinson, CPA 1989 - Present
Civil Air Patrol Florida Wing 1991 - Present
Adams, Cameron & Co. Realtors November 2012 - January 2014
Vilsmeier Auction Co., Inc. 1981 - 1989
Pepper Hamilton & Scheetz 1964 - 1981
Price Waterhouse & Co. 1957 - 1964
Skills
Real Estate, Small Business, Investment Properties, Accounting, Investments, Budgets, Property Management, Finance, Tax, Financial Analysis, Bookkeeping, Financial Reporting, QuickBooks, Cash Flow
Education
Widener University
M. S., Taxation
Temple University 1953 — 1957
B. S., Accounting
Seaside at New Beginnings, LLC August 2014 - Present
Seaside Healthcare, LLC May 2010 - August 2014
Thomas B. Donohue, Jr., CPA 2007 - January 2010
Independent Producers of America 2009 - 2010
AdvoCare International, LP October 1992 - June 2005
Louisiana Dept. of Revenue and Taxation March 1988 - March 1992
Double B-D Investment Co. March 1981 - February 1988
Louisiana Downs, Inc. June 1975 - February 1981
Price Waterhouse & Co. June 1972 - December 1975
Skills
Human Resources, Sales, Start-ups, Business Planning, Management, Small Business, Finance, Customer Service, Accounting, Leadership, Budgets, Forecasting, Purchasing, Healthcare, Entrepreneurship, Strategic Planning, Team Building
Education
Harvard University Kennedy School of Government 1990 — 1990
Program for Senior Executives in State and Local Government
East Tennessee State University 1969 — 1972
B.S., ACCOUNTING
HK Stevenson, Inc. 1997 - Present
Harvest Data-Link 1990 - 1996
Compaq 1984 - 1989
Citi 1979 - 1984
Price WaterHouse & Co. 1978 - 1978
Control Data Corporation 1975 - 1977
Skills
Strategic Planning, Marketing Strategy, Executive Management, IT Solutions, Finance, Forecasting, Business Planning, Leadership, Analysis, Cross-functional Team..., Strategy, Management, Marketing, Entrepreneurship, Product Marketing, Sales Operations, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS in Economics, Marketing, Management, Finance
University of California, Los Angeles - The Anderson School of Management 1977 — 1979
MBA, Marketing, Finance, Management
Lawrenceville School 1968 — 1971
Greenwich Country Day School 1965 — 1968
University School - Shaker Heights 1958 — 1965
Trinity Heights Baptist Church April 2008 - Present
Trinity Heights Baptist Church April 2001 - April 2008
First Baptist Church - Clarksville, TN March 1999 - April 2001
Green Acres Baptist Church January 1994 - March 1999
Mayfield Road Baptist Church March 1990 - December 1993
Tyler, Ellis, Tuffley / Coopers & Lybrand May 1985 - April 1990
Price Waterhouse & Co. August 1979 - May 1985
Skills
Volunteer Management, Teaching, Community Outreach, Pastoral Care, Theology, Preaching, Youth Ministry, Spiritual Direction, Biblical Studies, Nonprofits, Religion, Leadership Development, Discipleship, Pastoral Counseling, Missions
Education
Southwestern Baptist Theological Seminary 1990 — 1993
Master's degree, Religious Education
Northeast Louisiana University (Now ULM) 1976 — 1979
Bachelor's degree, Accounting and Business/Management
J. Patrick Sabol, CPA's March 2011 - Present
Self-employed 1978 - Present
Citibank 1980 - 1986
Price Waterhouse & Co. 1975 - 1980
Skills
CPA, Tax Preparation, Corporate Tax, Income Tax, Tax, GAAP, Tax Returns, Accounting, Tax Accounting, QuickBooks, Financial Reporting, Auditing, Financial Accounting, General Ledger, S Corporations, Sales Tax, Internal Controls, Financial Statements, Bookkeeping, Tax Advisory, Financial Analysis, Payroll
Education
Hofstra University 1972 — 1975
Master of Business Administration (MBA), Accounting and Finance
Massapequa HS
Coca-Cola Scholars Foundation 1987 - Present
Automatic Service Company June 1984 - December 1987
Automatic Service Co. 1985 - 1987
Price Waterhouse & Co. June 1979 - June 1984
Skills
Non-profits, Grants, Public Speaking, Microsoft Office, Fundraising, Project Management, Event Planning, Community Outreach, Change Management, Strategic Planning, Social Media, Grant Writing, Nonprofits, Teaching, Leadership Development, Management, Customer Service, Public Relations, Leadership, Budgets, Operations Management, Program Management, Social Networking
Education
The University of Georgia 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
University of Georgia - Terry College of Business 1975 — 1979
BBA, Accounting
Longford Capital Management, LP May 2014 - Present
Morgan Stanley May 2014 - Present
Morgan Stanley March 2011 - April 2014
Morgan Stanley January 1993 - March 2011
Salomon Brothers November 1979 - January 1993
Price Waterhouse & Co. 1976 - 1979
Skills
Private Equity, Equities, Investments, Management, Valuation, Investment Banking, Start-ups, Financial Modeling, IPO, Hedge Funds, Capital Markets, Securities, Strategic Planning, Mergers & Acquisitions, Venture Capital, Corporate Finance, Derivatives, Due Diligence, Alternative Investments, LBO, Corporate Development, Emerging Markets, M&A experience, Portfolio Management, Financial Structuring, Equity Research, Fixed Income, Investor Relations, Asset Management, Financial Markets, Bloomberg, Private Placements, Investment Management, Structured Finance, Equity Derivatives, Leveraged Finance, Bonds, Investment Strategies, Trading, Restructuring, Structured Products, Project Finance, Investment Advisory
Education
Northwestern University 1974 — 1976
Master of Business Administration (M.B.A.), Accounting and Finance
Purdue University 1970 — 1973
Bachelor of Science (B.S.), Industrial Management
The Shapiro Group, CPAs August 1983 - Present
Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) April 2014 - Present
Boston Private Bank & Trust Company May 2011 - Present
First Private Bank & Trust April 2008 - May 2011
UCLA Anderson School of Management January 1981 - June 1987
Arthur Young & Company September 1977 - August 1983
Price Waterhouse & Co September 1976 - September 1977
Skills
Taxation of Securites..., Estate Tax Planning, Partnership Taxation, Real Estate Transactions, Real Estate Taxation, High Net Worth..., Business and Investment..., Business Acquisition..., Complex Tax Compliance..., Corporate Taxation
Education
University of Southern California 1978 — 1981
MBT, Taxation
University of Wisconsin-Madison - School of Business 1975 — 1976
MBA, Accounting and Information Systems, Finance-Investments and Investment Banking
University of Wisconsin-Madison - School of Business 1971 — 1975
BBA, Accounting, Finance
Tennessee Valley Salons LLC September 2012 - Present
Dekalb Steel Inc May 1994 - April 2012
Interstate/Johnson Lane Inc November 1989 - April 1994
Johnson Lane Space & Smith, Inc September 1978 - October 1989
Price Waterhouse & Co January 1975 - September 1978
Skills
Mergers, Leadership, Mergers & Acquisitions, Business Strategy, Sales, Finance, Management, Strategy, Strategic Planning
Education
University of Georgia - Terry College of Business
MBA, Accounting
Macbeth Apartment Services October 2010 - Present
Fairfield Residential August 2005 - October 2009
Fairfield Residential October 1987 - August 2005
Dudley Was, CPA October 1986 - September 1987
Great American Resources July 1984 - September 1986
The Christiana Companies June 1982 - March 1984
Price Waterhouse & Co. June 1979 - May 1982
Skills
Financial Analysis, Asset Management, Cash Flow, Financial Reporting, Mergers & Acquisitions, Accounting, Auditing
Education
Arizona State University 1977 — 1979
BS, Business and Accounting
Saguaro High
EUROPAMERICAN TILE September 1987 - Present
SHAKLEE COPORATION March 1973 - April 1983
PRICE WATERHOUSE & CO March 1966 - May 1976
Skills
Flooring, Bathrooms, Porcelain, Ceramic, Countertops, Baths, Walls, Retail, Ceramics, Tiles, Marble, Interior Design, Granite, Glass, Cabinetry, Wood, Restoration, Renovation, Building Materials, Contractors, Floor Plans, Space planning, Furnishings, Home Improvement
Education
University of California, Berkeley, Haas School of Business 1958 — 1962
BS, ACCOUNTING
Community Leadership September 2007 - Present
Fitzpatrick & Assocciates September 2007 - June 2008
StarWest Associates, LLC March 2005 - September 2007
StarWest Associates, LLC March 2005 - August 2007
Rural/ Metro Corporation September 1979 - January 1998
Rural/Metro 1979 - 1997
Emergency Medical Services January 1990 - January 1995
Hometels Management Co., Inc January 1976 - July 1979
Hometels Management Co., Inc January 1976 - January 1979
Price Waterhouse & Co January 1973 - January 1976
Skills
Financial Reporting, Cash Flow, Mergers, Finance, Mergers & Acquisitions, Strategy, Government, Risk Management, Leadership, Negotiation, Management, Financial Analysis, Banking, Managerial Finance, Internal Audit, Forecasting, Budgets, Executive Management
Education
Northern Arizona University-The W. A. Franke College of Business 1969 — 1973
BSBA, Finance & Acounting
Northern Arizona University
BS; Senior, Business Administration; Accounting and Finance; Finance Major
COMMUNITY SERVICE
Certified Public
Ameritas Investment Corp. 1998 - Present
Foster Financial Group 1998 - Present
Texas Instruments, Inc. 1980 - 1998
Price Waterhouse & Co. 1969 - 1979
Skills
FINRA, Securities, Insurance, Strategic Planning, Investments, Retirement Planning, Finance, Series 7, Team Building, Employee Benefits, Financial Services, Budgets, Retirement, 401k
Education
University of Dayton 1962 — 1966
BS, Accounting
Richard Vereb Inc 1977 - Present
Price Waterhouse & Co 1970 - 1974
Skills
Accounting, Tax, Financial Reporting, Quickbooks, Tax Returns, Small Business..., QuickBooks, GAAP, Partnership Taxation, Tax Preparation, Tax Research, General Ledger, Budgets, CPA
Education
Indiana University-Northwest 1967 — 1970
BS, Accounting
Ellen Farber Strategic Design Owner PrincipalEllen Farber Strategic Design2011 - Present
Commintz June 2014 - Present
Commintz June 2014 - July 2015
Blackney Hayes Architects April 2011 - July 2012
CSS Industries, Inc. 1986 - 1992
American Express 1984 - 1986
Price Waterhouse & Co. 1982 - 1984
Skills
Interior Design, Strategic Planning, Space Planning, Home Staging, Social Networking, Floor Plans, FF&E, Marketing, Commercial Interiors, Interior Architecture, Furniture, Design Research, Educational Design, Furniture Specification, Management, Furnishings, Nonprofits, Retail Design, AutoCAD, Finish, Budgets, 3D rendering, Residential Design, Sketching, Project Management, Fabric Selection, Retail, Kitchen & Bath Design, Finish Selections, SketchUp, LEED, Financial Analysis, Rendering, Finish Selection, AutoCAD Architecture, Events, Commercial Design, Move Management, Architectural Drawings, Concept Design, Business Management, Drawing
Education
Harcum College 2009 — 2012
Associate in Science, Interior Design
Tulane University - A.B. Freeman School of Business 1978 — 1982
BSM, Business/Accounting
Arena Snyder & Dunlap LLP 1997 - Present
Dunlap & Ragsdale 1989 - 1997
American Products Company, Inc. 1991 - 1994
Price Waterhouse & Co. 1984 - 1989
Education
Drexel University
MBA, Accounting and Finance
The Wealth Advantage Group, Inc 2002 - Present
Hamilton Capital Management 1998 - 2002
Self Employed 1987 - 1998
Cranston Securities Co. 1983 - 1986
Price Waterhouse & Co. 1979 - 1982
Skills
Investment Management, Accounting, Financial Advisory, Wealth, Personal Finance
Education
Indiana University Bloomington 1982 — 1984
MBA, Finance, Accounting, Real Estate
The Ohio State University 1975 — 1979
BSBA, Accounting
Jadan Capital Corp. 1995 - Present
Crescent Heights 2004 - 2005
America's Capital Partners 2002 - 2004
Atlantic Gulf Communities Corp. January 1993 - December 1995
Avatar Holdings April 1984 - January 1993
First Capital Companies February 1978 - March 1984
Price Waterhouse & Co. August 1974 - January 1978
Skills
Accounting, Entrepreneurship, Start-ups, Financial Reporting, Financial Modeling, Mergers & Acquisitions, Finance, Restructuring, Asset Managment, Financial Accounting, Auditing, Strategy, Due Diligence, Financial Analysis, Real Estate, Real Estate Development, Portfolio Management, Budgets, Management Consulting, Corporate Finance, Investments, Strategic Financial...
Education
University of Miami - School of Business
Bachelors & Masters degrees, Business, Accounting, Economics
Academy Of Learning Bay/Bloor May 2011 - Present
Thorpeca Support Services May 2002 - Present
Analuein Inc. 2005 - 2007
Trios College Of Information Technology January 1998 - May 2002
Trios Training Centres Limited October 1996 - December 1997
Ivex Packaging Corporation October 1989 - October 1994
Bankers Insurance of Trinidad & Tobago Limited July 1978 - April 1984
Price Waterhouse & Co January 1975 - July 1978
Skills
Active Directory, Network Administration, Servers, Network Security, Computer Hardware, Security, System Administration, Information Security, VPN, Windows Server, Technical Training, Management Consulting, Accounting, Windows 7, Routers, Operating Systems, Administration, Cisco Technologies, Microsoft Exchange, Auditing, Wholesale Product..., Manufacturer Product...
Education
Information Technology Institute 2006 — 2006
Certificate
TRIOS College of Information Technology 1996 — 2001
Certification
Friesen, Kaye & Associates 1997 — 1997
Certificate
Sheridan College 1994 — 1996
Certificate
Association of Certified Accounting Technicians 1983 — 1983
Designation
MicroGroup 2012 - 2014
Tatum LLC August 2006 - March 2012
clickR, LLC April 2010 - 2011
First New England Mortgage Corp September 2005 - July 2006
Mortts Shoes May 2002 - June 2005
NationsRent/Logan Equipment 1997 - 2000
Designs, Inc September 1988 - December 1994
The Stop & Shop Cos., Inc December 1981 - June 1988
The Boston Company/Boston Safe Deposit & Trust September 1977 - December 1981
Price Waterhouse & Co July 1973 - July 1976
Skills
SEC reporting, IPO, Private Placements, Consumer Products, Retail Management, Merger & Acquisition..., Restructuring, Mergers, SEC filings, Acquisition Integration, Mergers & Acquisitions, Due Diligence, Start-ups, Managerial Finance, Finance, Private Equity, Accounting, Business Strategy, Internal Controls, Executive Management, Sarbanes-Oxley Act, Store Management, Strategic Financial..., Financial Planning
Education
Harvard Business School 1971 — 1973
MBA, Accounting, Finance and Control
University of Michigan 1967 — 1971
BSE (IE), Industrial Engineeering
Southside High School 1964 — 1967
HS
Cherie P. Cazenavette, LLC 2010 - Present
Alton Ochsner Foundation Hospital 1978 - 1980
Xavier University of Louisiana 1977 - 1978
Price Waterhouse & Co. 1976 - 1977
Skills
Team Building, Business Analysis, Strategist, flow charts, Historical..., Textiles, Art History, Color Theory, Research, Budget Process, Museum Collections, Art, Grants, Teaching, Arts Administration, Public Speaking
Education
Southern University of New Orleans 2006 — 2009
MA, Museum Studies
University of New Orleans 1989 — 1992
MBA, Business, esp Economics
University of New Orleans 1973 — 1976
BS, Accounting
wintherthur
Decorarive Arts, Curation, Research
CBS Graphic Solutions January 2006 - Present
Myprint 2009 - 2010
GRAPHIC PRESS, INC June 2002 - December 2006
Graphic Press, Los Angeles, CA
APPLIED PRINTING TECHNOLOGIES, LLP May 1996 - June 2002
APPLIED GRAPHICS TECHNOLOGIES INC April 1984 - May 1996
HARVEY GROUP, INC September 1970 - April 1984
GENERAL HOST CORPORATION January 1969 - August 1970
PRICE WATERHOUSE & CO June 1963 - January 1969
Skills
Strategic Planning, Mergers, Vendor Relations, Contract Negotiations, Cost Reduction, Treasury Management, Human Resources, Contract Negotiation, Management, Offset Printing, Budgets, Direct Mail, Purchasing, Accounting, Direct Marketing, Sales Management, Executive Management, New Business Development, Print On Demand, Sales, Mergers & Acquisitions, Process Improvement, Print Management, Account Management, Digital Printing, Marketing, Start-ups, Finance, Leadership, Corporate Gifts, Trade Shows, Wide Format Printing, Catalogs, Packaging, Bindery, B2B, Labels, Advertising, Marketing Strategy, Banners, Flexo
Education
Penn State University 1959 — 1963
Accounting and Finance
Pennsylvania State University 1959 — 1963
B.S, Business Administration
Flackman, Goodman & Potter, P.A. January 2013 - September 2013
Banker Associates PC August 2007 - December 2012
Burbridge & Co CPAs 1986 - July 2007
Soloway, Goldstein, Silverstein & Co. 2005 - June 2007
Bramson ORT College September 2000 - May 2001
Watson Rice & Co January 1994 - December 1994
Trans Rebo 1991 - 1992
Arthur Young & Co 1985 - 1986
United States Corporation Company 1984 - 1985
Price Waterhouse & Co 1982 - 1985
Skills
Auditing, IFRS, Tax Audit Representation, Tax Advisory, Tax Preparation, Investment Companies, Broker-Dealer, Sterilization, Real Estate, Packaging, HUD audits, Medical Devices, Trucking, Entertainment, Engineering, Business Unit Start-up, Lifesciences, Manufacturing, Government Auditing, Tax, Financial Statements, Accounting, Due Diligence, QuickBooks, CPA, GAAP, Income Tax, Financial Analysis, Finance
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Public Accounting, Cum Laude
Archbishop Stepinac High School 1974 — 1978
Hewlett-Packard Financial Services 2003 - Present
AT&T Capital Corporation 1987 - 1998
Price Waterhouse & Co 1978 - 1982
Education
Montclair State University 1974 — 1978
Bachelor of Science (B.S.), Accounting & Mathematics
Monta Vista High School August 2003 - Present
Xerox Corporation, Southern California Manufacturing Operations 1990 - 1994
Xerox Corporation, Electronics Division 1982 - 1989
Price Waterhouse & Co 1980 - 1981
United States Army 1975 - 1979
Skills
Leadership, New Business Development, Leadership Development, Management, Training, Marketing, Teaching, Coaching, Strategic Planning, Curriculum Design, Public Speaking, Instructional Design, Team Building, Event Planning, Organizational..., Team Leadership, Curriculum Development, Adult Education, Strategy, Volunteer Management, Business Strategy, Staff Development, Customer Service, Program Management, Higher Education, E-Learning, Nonprofits
Education
San Jose State University 2004 — 2006
Master of Arts (MA), Educational Leadership and Administration, General
San Jose State University 1995 — 1996
CA Teaching Credential, Business Teacher Education
The George Washington University - School of Business 1977 — 1979
Master of Business Administration (MBA), International Business
Temple University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Sionex 2004 - 2010
Radiant Images 2002 - 2003
MicroTouch Systems 1996 - 2001
Lasertron, Inc. 1994 - 1996
Rand Griffin, Ltd. 1992 - 1994
Autographix, Inc. 1989 - 1992
General Scanning, Inc. 1983 - 1988
Braxton Associates 1979 - 1983
Price Waterhouse & Co. 1975 - 1979
United States Navy 1969 - 1972
Skills
Team Building, Mergers, Start-ups, Strategic Partnerships, Manufacturing, Cross-functional Team..., Corporate Development, Engineering Management, International Sales, Board of Directors, Senior Executive..., Leadership, Start-up Ventures, Management, Venture Capital, Executive Management, Business Strategy, R&D, Venture Financing, Growth Capital, Strategy, Mergers & Acquisitions, Business Development, Product Development, Product Management, Management Consulting, Go-to-market Strategy, Mobile Devices, Early Stage Companies, Strategic Planning, Commercialization, Business Planning, Angel Investing, Negotiation
Education
Harvard Business School 1973 — 1975
Princeton University 1965 — 1969
BSE, Basic Engineering
Graze Delivered, Lunch Bundles, Scottish & Newcastle US, CurAlea, Greenling 2008 - 2013
Heineken 2007 - 2010
Unilever 2002 - 2006
Unilever Bestfoods US 1999 - 2002
Lipton Foods, Inc. 1998 - 1999
Van Den Bergh Foods 1995 - 1998
Van Den Bergh Foods 1993 - 1995
Price Waterhouse & Co. 1991 - 1993
Morgan Stanley & Co. Inc. 1987 - 1989
Skills
Venture Capital, Consumer Goods, Consumer Products, Financial Analysis, Forecasting, Mergers, FMCG, M&A experience, Auditing, Mergers & Acquisitions, Working Capital..., Risk Management, Cash Management, Financial Audits, Enterprise Risk..., Sarbanes-Oxley Act, Accounting
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance & Accounting
Colgate University 1983 — 1987
BA, Econ
Bruce Jester Tax Consulting 2012 - Present
Dechert LLP 2007 - 2011
Hercules Incorporated 1994 - 2007
Hercules Incorporated 1987 - 1994
Aqualon (Hercules / Henkel Joint Venture) 1986 - 1987
Hercules Incorporated 1980 - 1986
Price Waterhouse & Co. 1974 - 1980
Skills
Process Improvement, Tax Accounting, Mergers, Accounting, Auditing, Tax, Corporate Tax, International Tax, Mergers & Acquisitions, Finance, Tax Research, Tax Returns, Tax Advisory, Due Diligence, Forecasting, Internal Audit, Financial Statements
Education
University of Delaware - Lerner College of Business and Economics
B.S., Accounting
Widener University - School of Management
M.S., Taxation
Mahler Advanced Management Program
PNC Bank October 2012 - Present
Creative Keepsakes Craft Shows January 1992 - Present
The Home Depot January 2012 - September 2012
Mapleside Farms August 2011 - November 2011
Mapleside Farms January 1997 - January 2011
Sharon Design Company January 1993 - January 1997
Old Phoenix National Bank January 1982 - January 1983
National City Bank January 1979 - January 1982
Price Waterhouse & Co January 1978 - January 1979
Northeastern Ohio Multiple Sclerosis Society January 1977 - January 1978
Skills
Advertising, Event Planning, Public Relations, Marketing, Press Releases, Fundraising, Copywriting, Graphic Design, Newsletters, Editing, Leadership, Sales, Budgets, Customer Service, Program Management
Education
Bowling Green State University 1972 — 1976
BS, Education, Speech, Drama & Journalism
Woodlief & Son Tutoring October 2012 - Present
First Boston Corporation 1984 - 1992
Citizens and Southern National Bank 1981 - 1983
Price Waterhouse & Co. 1977 - 1981
Clemson University Athletic Dept. 1973 - 1977
University Shop for Clothing, Clemson, SC 1975 - 1976
Clemson University Library 1975 - 1976
Swift Textile Manufacturing 1974 - 1976
C&S Bank, Columbia, SC 1973 - 1976
Steak House, Waffle House, Ice Cream shop 1972 - 1976
Skills
Customer Service, Public Speaking, Leadership, Teaching, Student Development, Curriculum Design, Tutoring, Curriculum Development, Project Planning, Educational Technology, Problem Solving, Organizing, Planning, Microsoft Office, Microsoft Excel, Cloud Applications, QuickBooks, Photoshop
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
Clemson University - College of Business and Behavioral Science 1973 — 1977
BS, Accounting
Queens University of Charlotte
Post Baccalaureate, Secondary Mathematics, 2007-2012
Lone Tree Consulting Group Inc February 2008 - Present
Oracle Corporation January 2005 - February 2008
PeopleSoft August 2003 - January 2005
J.D. Edwards September 1990 - August 2003
Lonestar Florida January 1989 - August 1990
Gables Engineering Inc January 1979 - December 1988
Price Waterhouse & Co July 1974 - December 1978
Skills
JDE Financials, JDE Payroll and HR, JDE World Software, JDE EnterpriseOne..., ERP, Business Process, Enterprise Software, Oracle, JD Edwards, PeopleSoft, Project Management, Management, Financial Reporting, Financials, Accounting, Budgets, Professional Services, Human Resources, Payroll, Procurement, Consulting, Manufacturing, Auditing, Finance, Software Implementation, JDE Enterprise One, Construction
Education
University of Florida 1972 — 1974
BA, Accounting
C. William Ash & Associates Inc. May 2014 - Present
PricewaterhouseCoopers January 2006 - 2014
C. William Ash & Associates Inc. January 1989 - December 2005
Laurentian/Imperial Company February 1985 - September 1988
Coopers & Lybrand 1977 - 1985
Peat Marwick Mitchell & Co. 1975 - 1976
Price Waterhouse & Co. 1970 - 1973
Skills
Business Valuation, Financial Analysis, Auditing, Finance, Accounting, Public Speaking, Valuation, Leadership, Financial Advisory, Litigation Support
Education
Professional Degrees 1973 — 1985
CPA, CA, CBV, CIRP(ret.)
Queen's University 1967 — 1970
Upper Canada College 1958 — 1967
Grade 13
University Gastroenterology, LLC January 2009 - Present
Stauffer Consulting Services June 2007 - December 2008
Slade Gorton & Co., Inc. March 1980 - March 2007
Price Waterhouse & Co June 1974 - January 1980
Skills
Cost Accounting, Auditing, Forecasting, Strategic Financial..., SAP, Business Planning, New Business Development, Budgets, Strategic Planning, Management
Education
Bentley University 1970 — 1974
BS, Accounting
New Hampton School 1961 — 1965
Lester Associates, Inc. December 1984 - Present
Deloitte Consulting (Touche Ross Management Consulting) February 1984 - December 1984
Samincorp, Inc. January 1981 - February 1984
Price Waterhouse & Co. May 1974 - December 1980
Skills
Management Consulting, Security, Executive Management, Program Management, Enterprise Software, Financial Services, Strategy, Cloud Computing, Professional Services, IT Strategy, SaaS
Education
Nova Southeastern University 2004 — 2005
Master's Degree, Computer Information Systems
University of South Florida 1967 — 1971
Bachelor's Degree, Mathematics
Financial Counseling & Administration 1991 - Present
Price Waterhouse 1980 - 1989
Price Waterhouse & CO 1971 - 1989
Skills
Investments, Tax, Finance, Family Financial Issues, Investing for Retirement, Investing in Retirement, Indexed Mutual Fund..., ETF (exchange traded..., Public Speaking, Mutual Funds, Retirement, ETFs, Strategic Financial..., Asset Managment, Portfolio Management, Asset Management, Small Business, Strategic Planning, Management, Investment Management, Financial Advisory, Estate Planning, Financial Planners, Financial Analysis, Financial Planning
Education
University of Michigan 1966 — 1967
MBA, Accounting
University of Pennsylvania - The Wharton School 1962 — 1966
BS, Economics
Sony/ATV Music Publishing LLC 1996 - 2003
Sony Music Entertainment Inc. 1988 - 1996
Coopers & Lybrand March 1984 - March 1988
Price Waterhouse & Co. November 1966 - June 1981
Skills
Music Licensing, Music, Music Production, Composition, Music Publishing, Finance, Recording, Auditing, Music Industry, Entertainment, A&R, Studio Recording, Songwriting, Budgets, Record Labels
Education
Northern Illinois University 1963 — 1967
Self estate planning 2009 - Present
Price Waterhouse & Co 1967 - 1975
Skills
Estate Planning, Securities, Investments, Insurance, Financial Planning, Inheritance Tax Planning, Retirement Planning, Wealth Management, Pensions, Trusts, Mutual Funds, Retirement, Equities, Asset Management
Education
Woodrow Wilson College of Law 1976 — 1978
JD, law
Duke University 1960 — 1964
BA, accounting, math
Accelytics Inc. June 2015 - Present
Parallax Performance Management, Inc. November 2014 - Present
Oracle February 2010 - October 2014
Oracle June 2009 - January 2010
Oracle June 2007 - May 2009
Hyperion Solutions 2001 - 2007
Republic Technologies International 1999 - 2001
Various Small Businesses July 1988 - January 1999
Price Waterhouse & Co. July 1982 - June 1988
Skills
EPM, Oracle, Data Warehousing, Business Performance..., Hyperion Enterprise, Essbase, HFM, Hyperion Planning, ETL, Business Intelligence, OBIEE, OLAP, Project Planning, Consulting, Data Quality, FDM, Hyperion EPM, Enterprise Software, Master Data Management, Analysis, Oracle E-Business Suite, Data Integration, ERP, Dashboard, Business Intelligence..., Business Analytics, Oracle Applications, Data Modeling, Hyperion
Education
Cleveland State University 1979 — 1982
BS, Accounting
Cleveland Central Catholic 1970 — 1973
Steinberg Shebairo LLP January 2010 - Present
Lutz and Carr CPAs LLP January 2008 - December 2009
Prager and Fenton LLP December 1985 - December 2007
Arthur Young & Co. August 1980 - November 1985
Price Waterhouse & Co. August 1978 - July 1980
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor of Science in Economics, Major in Accounting
Florida Tech May 2006 - Present
Embry-Riddle Aeronautical University February 2004 - March 2006
Fairleigh Dickinson University January 2000 - January 2004
Drexel University January 1985 - January 2000
Price Waterhouse & Co. July 1974 - December 1984
Education
Drexel University 1972 — 1974
Master of Business Administration (M.B.A.)
Drexel University 1965 — 1970
Bachelor of Science (B.S.), Business Administration
Carrier Clinic January 1997 - January 2013
Brattleboro Retreat October 1977 - January 1997
Human Resource Institute 1972 - 1977
George P. Kanavich, CPA 1970 - 1972
Price Waterhouse & Co. 1968 - 1972
Skills
Change Management, Leadership, Managed Care, Non-profits, Nonprofits, Team Building, Negotiation, Strategic Planning, Strategy, Behavioral Health, Adolescents, Mental Health, Organizational..., Coaching, Budgets, Management, Program Development, Hospitals, Executive Management, Public Speaking, New Business Development, Healthcare Management, Supervisory Skills, Healthcare, Management Consulting, Process Improvement, Leadership Development, Performance Improvement, Physician Relations, Contract Negotiation, Social Services, Healthcare Consulting, Elder Care, Case Managment, Clinical Research, Treatment, Home Care, Psychotherapy, Healthcare Information..., Clinical Supervision, Nursing, Group Therapy, EHR, Crisis Intervention, Therapists, CBT, Mental Health Counseling, Psychology, Motivational..., Family Therapy
Education
Babson College - Franklin W. Olin Graduate School of Business 1969 — 1973
MBA, Business Management
Northeastern University 1962 — 1968
BSBA - with honor, Accounting & Business
Bon Secours Health System September 2011 - Present
Central Virginia Health Network January 2012 - December 2014
Central Virginia Health Network December 2011 - December 2012
Bon Secours Health System January 2007 - November 2011
Bon Secours Richmond Health System March 2000 - January 2008
Bon Secours Richmond 1994 - 2003
Bon Secours Richmond Health System January 1995 - March 2000
Price Waterhouse & CO August 1978 - February 1986
Skills
Workflow Analysis, Mentoring, Strategic Planning, EHR, Healthcare Information..., Healthcare, EMR, Hospitals, HIPAA, Healthcare Consulting, Revenue Cycle, Epic Systems, Health Information..., CPOE, Informatics, Healthcare Industry, Integration
Education
George Mason University 1974 — 1976
MBA, Finance
Washington and Lee University 1970 — 1974
BS, Science and Mathmatics
ProTrust Realty, LLC February 2014 - Present
Carolina Triangle Realty September 2004 - February 2014
TCG Legacy Printing & Packaging March 2009 - March 2012
Carolina First Mortgage September 2004 - March 2009
Stackpole / SEI Electronics March 1980 - 2004
Price Waterhouse & Co. August 1967 - April 1972
Skills
Financial Planning for..., Reverse Mortgages, Equality & Diversity, Strategic Planning, New Business Development, Mortgage Lending, Finance, Leadership, Real Estate, Investments, Banking, Loans, Negotiation, Credit, Financial Analysis, First Time Home Buyers
Education
Georgetown University 1963 — 1967
BSBA, Accounting
Portsmouth Abbey 1958 — 1963
Lehigh Cement 1996 - 2008
J. P. Morgan 1991 - 1995
Price Waterhouse & Co. 1980 - 1991
Skills
Business Process..., Accounting, Tax, Financial Analysis, Analysis, Due Diligence, Financial Modeling, Forecasting, Capital Planning, Financial Accounting, Strategic Financial..., Strategic Planning, Internal Audit, Shared Services, Financial Software..., Leadership, Finance, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1980
B.A., Accounting
Bank of New York 1997 - 2008
jp morgan 1979 - 1995
Price waterhouse & co June 1973 - 1979
Education
City University of New York-Brooklyn College 1969 — 1973
Temple Sholom of River Edge 2002 - Present
Kforce International/Source Services 1985 - 2001
Health Management Systems 1980 - 1985
Price Waterhouse & Co. 1977 - 1980
Maimonides Medical Center 1972 - 1976
Education
Baruch College, City University of New York (CUNY)
BBA Accounting – Summa Cum Laude, Accounting
Gerald D Kinton CPA Retired and loving it!Tax ManagerJ C Grason2007 - 2010
Universal Underwriters (Zurich Insurance) 1987 - 2003
Panhandle Eastern Corporation 1977 - 1987
Price Waterhouse & Co. 1970 - 1977
Skills
Tax, Strategic Financial..., Tax Preparation, Small Business, Financial Reporting, Internal Audit, Mergers & Acquisitions, Auditing, Business Strategy, Financial Analysis, Insurance, Investments, Management Consulting, Finance, Budgets, Risk Management, Analysis, Management, Financial Planning
Education
Drake University 1968 — 1970
BS, Business Admin - Accounting
NYC Dept. of Education September 1998 - Present
New York City Dept. of Education 1998 - Present
Price Waterhouse & Co. February 1978 - December 1981
Skills
Special Education, Classroom Management, Teaching, Middle School, Public Speaking, Research, Differentiated..., Lesson Planning, Literacy, Classroom, K-12, Educational Leadership, Higher Education, Curriculum Design
Education
City University of New York-Queens College 2004 — 2010
BA, American Studies/History/Secondary Education
Hunter College 1974 — 1976
Studied, Liberal Arts
W.C. Bryant HS 1970 — 1974
Regents Diploma, Academic
Byrnes & Wiley PartnerByrnes & Wiley1989 - 2008
O'Melveny & Myers 1987 - 1989
Price Waterhouse & Co. January 1982 - August 1984
Education
USC Gould School of Law 1984 — 1987
J.D.
University of California, Berkeley 1977 — 1981
B.S., Business Administration
Dechert LLP Senior Director, FinanceAllegheny Health, Education & Research Foundation1990 - 1998
Harper-Grace Hospitals 1984 - 1989
Price Waterhouse & Co 1975 - 1979
Education
University of Michigan 1975 — 1979
Bachelor, Business Administration, Accounting
Meridian Development Partners LLC December 2003 - Present
Triad Realty Services Ltd May 1988 - June 2001
Site Tech Group LLC January 1988 - July 2000
Lehman Bros November 1978 - August 1981
Price Waterhouse & Co August 1973 - October 1978
Skills
Real Estate Private..., Investments, Real Estate, Real Estate Investment, Structuring, Private Equity, Real Estate Development, Disposition, Investment Properties, Asset Management, Financial Structuring, Property, Real Estate Transactions
Education
Ithaca College 1969 — 1973
BS
Pro Mortgage Corp September 1997 - Present
Various Mortgage Companies September 1986 - September 1997
Price Waterhouse & Co. September 1984 - September 1986
Skills
Mortgage Lending, Banking, Mortgage Banking, Customer Service, Real Estate, FHA, Loans, Refinance, Finance, First Time Home Buyers, Loan Origination, VA loans, Residential Mortgages, USDA, Credit, FHA financing, Reverse Mortgages, VA Loans, FHA Financing
Education
Bethany College 1980 — 1984
Bachelors, Economics, Accounting
Sage Software 2006 - October 2012
ACCPAC 2000 - 2006
ASW Associates, Inc. November 1985 - June 2000
Coopers & Lybrand 1983 - 1985
Price Waterhouse & Co. 1979 - 1983
Automated Concepts, Inc. 1973 - 1979
United States Life Insurance Company 1970 - 1973
Skills
Sage, Financial Accounting
Education
Adelphi University
MBA, Finance
Brooklyn College
Bachelor of Science, Math/Physics
Glasgow Music, LLC March 2014 - Present
The Kenmar Group May 2001 - June 2012
Chesapeake Capital Corporation May 1994 - March 2001
Signet Investment Banking Company September 1986 - December 1989
O'Brien Operating Company May 1980 - August 1986
Seidman & Seidman October 1978 - May 1980
Price Waterhouse & Co. September 1975 - August 1978
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Managed Futures, Investor Relations, Asset Managment, Commodity, Series 7, Private Equity, Investments, Asset Allocation, Investment Strategies, Operational Due..., Structured Products, Portfolio Management, Investment Advisory, Institutional Investors, Equities, Mutual Funds, Private Placements
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1975
Bachelor of Science (BS), Accounting
HBO 1991 - Present
Price Waterhouse & Co 1978 - 1981
Skills
SEC filings, Financial Reporting, Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Forecasting, Cash Management, Strategic Financial..., Mergers, Auditing, Mergers & Acquisitions, Digital Media, Strategic Partnerships, Due Diligence, Internal Controls, Budgets, Strategic Planning, Financial Accounting, Business Strategy, Sarbanes-Oxley, Hyperion Enterprise, US GAAP, Managerial Finance
Education
Lehigh University - College of Business and Economics
BS, Accounting & Finance
Urban Anxiety Rx October 2009 - Present
Womens Advocate Ministry June 1998 - Present
Cleveland Clinic 2013 - 2013
First Steps to Recovery June 2006 - September 2009
New York City Mission Society January 2006 - February 2008
Price Waterhouse & Co. 1978 - 1980
Skills
Individual Counselling, Couples Counseling, Family Therapy, Group Therapy, DWI Assessments, Crisis Intervention, Behavioral Health, Substance Abuse..., Substance Use Disorders, Motivational..., Social Services, Clinical Supervision, Community Outreach, Adolescents, Chemical Dependency, Case Managment, Life Transitions, Self-esteem, Counseling Psychology, Anger Management, Hypnotherapy, Treatment, Google Groups, Interventions, Program Development, EMDR, Clinical Research, Stress Management, Psychology
Education
California State University-Northridge
BS, Accounting and Business/Management
New York University
MSW, Social Work
Epstein Becker & Green, P.C. September 1998 - Present
Ginsburg, Feldman and Bress, Chtd. August 1987 - August 1998
Perpetual Corporation September 1984 - September 1987
Price Waterhouse & Co. July 1981 - September 1984
Skills
Bankruptcy, Commercial Litigation, Civil Litigation, Asset Based Lending, Mergers & Acquisitions, Chapter 11, Commercial Real Estate, Business Litigation, Finance, Factoring, Tax, Commercial Finance, Employment..., Non-compete Agreements, Loans, Employment Law, Class Actions, Arbitration, Litigation, Due Diligence, Corporate Law, Restructuring, Asset-based Lending, Corporate Finance
Education
The George Washington University Law School 1983 — 1986
J.D., cum laude, Law
American University 1981 — 1982
Master of Science (M.S.), Taxation
College of William & Mary 1974 — 1978
Bachelor of Business Administration (B.B.A.)
Burnt Hills Ballston Lake H.S.
Citizen Auto Stage Company November 1982 - November 1998
Shamrock Foods Company 1981 - 1982
Microage 1979 - 1981
Price Waterhouse & Co 1976 - 1979
Price Waterhouse & Co 1976 - 1979
Skills
Financial Modeling, Financial Reporting, Accounting, Auditing, Internal Controls, Microsoft Office, Financial Analysis, Budgets, Tax, Access, Forecasting, Financial Accounting, Cost Accounting
Education
Brigham Young University 1970 — 1976
MAcc, Accounting
Dover Corporation July 2006 - April 2010
Arrow Electronics November 2000 - June 2006
Estee Lauder November 1983 - June 1996
St. Joe Minerals Corporation June 1976 - September 1983
Price Waterhouse & Co June 1969 - May 1976
Education
Long Island University 1983 — 1985
MBA, Finance
Saint John's University 1965 — 1969
BBS, Accounting
Syosset High School 1961 — 1965
Coldwell Banker Commercial NRT 2010 - April 2014
Scottish Capital 2008 - 2010
Sheltair Aviation/Holland Builders 2004 - 2007
Landmark Development 2002 - 2004
Rollins Jamaica LTD April 1990 - August 2002
Sheltair Aviation/Holland Builders 1988 - 1990
FPA Corporation (Amex) 1972 - 1987
Price Waterhouse & Co. 1968 - 1972
Skills
Investments, Asset Managment, Mergers, Finance, Due Diligence, Valuation, Contract Negotiation, Financial Analysis, Strategic Planning, Real Estate Economics, Budgets, Funding, Private Equity, Property, Management Consulting, Asset Management, Commercial Real Estate, Investment Properties, New Business Development, Real Estate
Education
Lehigh University - College of Business and Economics 1964 — 1968
Bachelor of Science (B.S.), Accounting
M. Eagles Tool Warehouse, Inc. 2010 - Present
USSVI New Jersey North Base 2009 - Present
Ferguson Fire & Fabrication - Northeast 2006 - 2009
Kandall Faricating & Supply 2000 - 2006
Boonton Electronics Corporation 1986 - 2000
H J Ruesch Machine Company September 1981 - September 1986
Price Waterhouse & Co August 1976 - September 1981
Skills
Accounting
Education
Rutgers, The State University of New Jersey-Newark
BS, Economics & Accounting
Lifespan 2013 - Present
Lifespan 2000 - 2012
Lifespan 1995 - 1999
Rhode Island Hospital 1990 - 1994
Memorial Hospital of RI 1983 - 1989
The Pittston Company 1982 - 1983
Price Waterhouse & Co. 1979 - 1982
Skills
Hospitals, Healthcare Management
Education
Providence College
Bachelor of Business Administration (B.B.A.)
Bajaj Finance Ltd May 2012 - July 2012
Price Waterhouse & Co. May 2010 - April 2011
Skills
Market Research, Teamwork, General Ledger, Benchmarking, Financial Accounting, Financial Analysis, Report Writing, Indian Taxation, Managerial Finance, Banking, Finance, Corporate Finance, Microsoft Word, Tax, Team Management, Microsoft Office
Education
University of Pune 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, A
Symbiosis International University 2007 — 2010
Bachelor's Degree, Accounting and Finance, A
University of Virginia Medical School Foundation April 1997 - February 2015
University of Virginia Health System January 1995 - April 1997
Genicom Corporation July 1989 - February 1994
Teledyne Philbrick August 1982 - June 1989
Textron, Inc. January 1981 - July 1982
ITT Grinnell Corp. June 1978 - December 1980
Price Waterhouse & Co. July 1976 - May 1978
Price Waterhouse & Co. December 1975 - March 1976
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Financial Accounting, Cost Accounting, General Ledger, Internal Controls, Budgets, Non-profits..., Financial Management..., Financial Planning, Strategic Planning, Accounting Management, Public Sector Accounting, Internal Audit, Non-profit software, Non-profit Volunteering, Public Speaking, Healthcare, Microsoft Excel, Taxes, Organist, Vocalist, Pianist, Nonprofits, Leadership, Finance, Management, Financial Statements, Cash Flow, Accounts Payable, Analysis, Budgeting, CPA
Education
University of Rhode Island 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing, Taxes
Northeastern University 1971 — 1976
BS Business Administration, Accounting & Finance
Tipton Hospital, Inc July 1992 - July 2013
Community Hospital of Schoharie County, Cobleskill, NY January 1989 - June 1992
Elkhart General Hospital, Elkhart, IN July 1980 - February 1988
South Bend Osteopathic Hospital June 1974 - June 1980
Price Waterhouse & Co. June 1970 - June 1974
Education
Indiana University South Bend 1983 — 1985
MSBA, Business Admin
Ball State University 1967 — 1970
BS, Accounting
Score Chicago August 2014 - Present
Joel Shabsin & Associates, Inc January 1972 - Present
Various local colleges and universities September 1977 - June 1998
Price Waterhouse & Co. August 1968 - October 1972
Skills
Income Taxes, Consulting--small..., Management, Education, Leadership, Training, Microsoft Excel, Microsoft Word, Sales
Education
Roosevelt University 1965 — 1967
Masters of Business Administration, Business Administration and Management, General
University of Illinois at Urbana-Champaign 1961 — 1965
Accountancy
Apex Industries May 1993 - Present
American President Lines June 1977 - October 1989
Fibrebpard Corporation September 1977 - June 1978
Price Waterhouse & Co. October 1965 - September 1977
Education
UC Berkeley 1964 — 1965
MBA
UCLA Anderson School of Management 1958 — 1962
BS
McDonald's Corporation May 1973 - Present
McDonald's 1972 - 2002
Price Waterhouse & Co. June 1968 - May 1973
Skills
Franchising, Food Service, Restaurant Management, Strategic Planning, Menu Development, Food & Beverage, Customer Satisfaction, Budgets, Restaurants, Franchise Consulting, Food Safety, P&L Management, Team Building, P&L, Customer Service, Management, Leadership, Food, Operations Management, Inventory Management, Leadership Development, Retail, Multi-unit, P
Education
Northern Illinois University 1964 — 1968
Bachelor of Science (BS), Accounting
The World Bank January 2012 - June 2013
Paraguay Municipal Finance Project financed by USAID January 2002 - September 2004
Poma Hermanos 1978 - 1984
Price Waterhouse & Co. 1960 - 1978
Skills
Accounting, Small Business, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, Strategic Financial..., Sub-national government..., Latin America, Local government..., Eastern Europe, Capacity building, Municipal finance, Municipal revenues, Finance, Analysis, Budgets, Internal Audit, International...
Education
Dartmouth College 1956 — 1959
Master of Business Administration (M.B.A.), Accounting and Finance
New Lincoln School
HIgh school
Energy From America Inc. June 2015 - Present
America's Energy Network January 2015 - Present
Energy From Texas II, LLC August 2013 - Present
Randy Roden Consulting January 2010 - August 2013
David's Supermarkets 1977 - 2010
Price Waterhouse & Co June 1974 - May 1976
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Trading, Accounting, Strategic Planning, Negotiation, Public Speaking, Non-profits, Investments, Tax, Budgets, Risk Management, Sales Management, Business Planning, Finance, Auditing, Business Strategy, Small Business, Nonprofits, Banking, Strategy, Microsoft Excel, Leadership, Management, Team Building, Real Estate, Business Development
Education
The University of Texas at Arlington 1971 — 1974
Bachelor of Business Administration (BBA), Accounting
Abilene Christian University 1970 — 1971
Pine Hill Group - Tax Consultant 2014 - Present
Axalta Coating Systems 2012 - 2014
DuPont 2008 - 2012
DuPont & DuPont Merck Pharmaceuticals 2000 - 2007
DuPont 1995 - 2000
DuPont 1992 - 1995
DuPont 1989 - 1992
Price Waterhouse & Co. 1983 - 1989
Skills
Corporate Tax, International Tax, Indirect Taxation, Tax Accounting, Transfer Pricing, Income Tax, Disability Management, Tax Law, Tax, SAP, Sarbanes-Oxley Act, Tax Advisory, VAT
Education
Villanova University
Master of Science (M.S.), Taxation
Mount St. Mary’s University
Bachelor of Science (B.S.), Accounting
Kelly Right Real Estate LLC in Seattle and Bradley Real Estate in Marin County California April 2012 - Present
A local CPA firm 1979 - 2009
Price Waterhouse & Co 1974 - 1979
Skills
Real Estate, International Tax, Short Sales, Sellers, Investors, Tax, REO, Start-ups, Real Estate Transactions, Foreclosures, First Time Home Buyers, Relocation, Budgets, Single Family Homes, Condos, Real Property, Management, Mergers & Acquisitions, Due Diligence
Education
Golden Gate University 1978 — 1980
MBA, Taxation
Florida International University 1972 — 1974
BBA, Accounting
Big Picture Services November 2013 - Present
Red Car, Inc January 1991 - November 2013
Limelight 1988 - 1990
Modern VideoFilm 1984 - 1987
MGM/UA Entertainment Co. 1983 - 1984
Columbia Pictures 1979 - 1983
Price Waterhouse & Co. 1976 - 1978
Skills
Digital Media, Film, Television, New Media, Video Production
Education
Lycoming College 1972 — 1976
Bachelor of Arts (BA), Accounting, Magnu Cum Laude
CaribQuality Management Corp. August 1995 - Present
American Cyanamid Co. Caribbean Branch May 1987 - August 1995
American Cyanamid Co. 1987 - 1995
COMECO 1986 - 1987
Puerto Rico Maritime Shipping Authority 1981 - 1986
Televicentro Films June 1978 - 1981
Price Waterhouse & Co. July 1974 - June 1978
Skills
Accounting, Financial Accounting, Financial Reporting, Payroll Taxes, Income Tax, Tax Preparation, QuickBooks, Peachtree, Auditing, Internal Controls, Construction Accounting, Non-profits, Budget, Microsoft Office, Accounts Payable, Budgets, Nonprofits, Payroll, Bookkeeping, GAAP, Finance
Education
University of Puerto Rico 1970 — 1974
BBA, Accounting
Colegio Santa Rosa 1966 — 1970
Diploma, High School Diploma
Coopers & Lybrand National Tax Office 1988 - 1990
Fox Group/Metric Partners 1985 - 1987
Arthur Andersen & Co. 1984 - 1985
Price Waterhouse & Co. 1982 - 1983
Arthur Andersen & Co. 1980 - 1982
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Management, Public Speaking, Project Management, Strategic Planning, Leadership
Education
Jones Graduate School of Business, Rice University 1980 — 1981
Master's Degree, Accounting
Rice University 1976 — 1980
Bachelor's Degree, Economics and Managerial Studies
D. A. Consulting and Contractual Services January 2011 - Present
MAF Industries - Food and Beverages October 2010 - Present
Superior Quality Foods / Southeastern Mills October 2008 - August 2010
GOLDA Industries - Food Packaging Equipment June 1998 - September 2008
CALIFORNIA FOODS and BEVERAGE CORP July 1988 - March 1998
Price Waterhouse & Co. March 1985 - June 1988
Skills
Financial Analysis, ERP Oracle, SAP ERP, Treasury Management,, Cost Accounting..., Lean Management, M & A, Corporate Tax, Corporate Finance, International Accounting
Education
California State University-Fullerton
B.A./ Masters Work Performed, Business, Finance Major, Marketing Minor, B+
Azusa Pacific University
M.A. in progress online, Management
Gerald D. Muto, CPA February 1980 - Present
Price Waterhouse & Co 1971 - 1974
Skills
Flight Instructor- CFII, Tax Accounting
Education
University of Nevada-Reno 1967 — 1971
Bachelor of Science, Accounting
Bishop Manogue 1959 — 1962
Dial Manufacturing, Inc January 1974 - Present
Price Waterhouse & Co. September 1971 - December 1973
Skills
Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Analysis, Auditing, Financial Reporting, Strategy, Program Management, Leadership, Microsoft Office, GAAP
Education
Brigham Young University 1963 — 1969
BS, Accounting
Gartland and Mellina Group April 2013 - Present
JP Morgan Chase October 1986 - November 2012
Morgan Stanley September 1981 - September 1986
Price Waterhouse & Co January 1975 - September 1981
Harold Everett Wreford November 1971 - December 1974
Skills
Operations Management, Project Management, Systems Design and..., Leading People, productivity, Quality Management, New Business Development, New Product..., trading P&L and risk..., Manage Client..., Communication Skills, global markets products, Emerging Markets, derivatives operations, Global financial..., Dodd-Frank, EMIR, Finra Series 27, FSA CF1, CF17 and CF20, Leadership, Risk Management, FX Options, Middle Office, Investment Banking
Education
Fordham University 1980 — 1983
Master of Business Administration (MBA), Accounting
Institute of Chartered Accountants in England and Wales 1971 — 1975
Associate, Accounting
University of Cambridge 1969 — 1971
Bachelor of Arts (B.A.), Social and Poliitical Science
Massachusetts Institute of Technology 1965 — 1971
Bachelor of Science (BSc), Physics
Toyota Financial Services July 2001 - Present
Associates First Capital Corporation February 1981 - January 2001
Citi 2000 - 2001
Price Waterhouse & Co December 1976 - December 1980
Education
Southern Methodist University - Cox School of Business 1994 — 1996
EMBA, Finance and Financial Management Services
Lehigh University - College of Business and Economics 1975 — 1976
Master of Business Administration (M.B.A.), Accounting
Lehigh University - College of Business and Economics 1971 — 1975
BS, Finance, General
Polymer Conversions, Inc., Silikon Technologies, LLC, Birch Run, Inc. April 2008 - Present
The Bonadio Group 2006 - 2008
Fiddler & Co., Wiggle & Co., CPAs's 1976 - 2008
Price Waterhouse & Co. 1967 - 1976
Skills
Strategic Planning, Management, Process Improvement, Medical Devices, Forecasting, Leadership, Budgets, Business Strategy, Financial Analysis, Strategy
Education
University at Buffalo 1963 — 1967
Bachelor of Science (BS), Accounting and Business/Management
None Founding and Managing PartnerAbbott, Stringham & LynchAugust 1977 - September 1993
American Microsystems Inc 1971 - 1976
Price Waterhouse & Co. 1955 - 1968
Education
University of Arizona 1951 — 1955
BSBA, Accounting
Gordee, Nowicki & Blakeney LLP March 2013 - Present
Jones Day June 2007 - March 2013
Pillsbury Winthrop Shaw Pittman LLP March 1999 - June 2007
Gibson, Dunn & Crutcher LLP October 1996 - March 1999
Pillsbury Winthrop Shaw Pittman LLP April 1992 - October 1996
Gibson, Dunn & Crutcher LLP July 1987 - April 1992
Magee Financial Services, Inc. February 1985 - July 1987
Security Pacific Bank July 1983 - February 1985
Bank of America October 1979 - July 1983
Price Waterhouse & Co. January 1978 - October 1979
Skills
Commercial Litigation, Litigation, Corporate Law, Civil Litigation, Appeals, Class Actions, Trade Secrets, Securities Regulation, Arbitration, Legal Research, Legal Writing, Joint Ventures, Legal Advice, Dispute Resolution, Courts, Business Litigation
Education
Loyola Law School 1984 — 1987
Juris Doctorate
New York University
Master of Business Administration (M.B.A.)
Mississippi State University
Bachelor of Science (B.S.)
CPA GILBERTO GOMEZ ORTIZ & CO. PSC July 1997 - Present
Self-employed 1985 - Present
PRICE WATERHOUSE & CO. August 1977 - June 1979
Education
University of Puerto Rico-Mayaguez 1973 — 1977
Bachelor of Business Administration (BBA), Accounting, MAGNA CUM LAUDE
Polymer Conversions, Inc., Silikon Technologies, LLC, Birch Run, Inc. 2008 - Present
ThePromotionDepot.com 2007 - Present
The Bonadio Group 2006 - 2008
Fiddler & Co. CPA's and Wiggle & Co., CPA's 1975 - 2006
Price Waterhouse & Co. 1967 - 1975
Skills
Executive Management, Financial Accounting, Financial Reporting, Financial Analysis, Financial Management..., Management Consulting, Corporate Tax, Income Tax, Computer Technology, Advertising Sales, Web Marketing
Education
State University of New York at Buffalo 1963 — 1967
Bachelor of Science (BS), Accounting
Self-employed TreasurerA. Schulman, Inc.1984 - 1999
A. Schulman, Inc. 1976 - 1984
Price Waterhouse & Co. 1969 - 1976
Education
Kent State University 1965 — 1969
Bachelor of Business Administration (BBA), Accounting
Porter & Yee CPAs 2012 - Present
Natomas Company 1980 - 1984
Price Waterhouse & Co. 1976 - 1980
Education
California State University-Chico
Bachelor of Science - Business Administration, Accounting