Arthur Andersen
Industry: Accounting company
DescriptionArthur Andersen LLP, based in Chicago, was an American holding company. Formerly one of the "Big Five" accounting firms, the firm had provided auditing, tax, and consulting services to large corporations. By 2001, it had become one of the world's largest multinational companies. Ceased operations: August 2002 Founded: 1913 Revenue: 9.3 billion USD (in 2002) Headquarters: St. Charles, Illinois, United States Number of employees: 85,000 Founders: Arthur E. Andersen, Clarence DeLany
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Arthur Andersen Employees
PNC Wealth Management June 2013 - Present
PNC Bank July 2002 - Present
Arthur Andersen October 2000 - April 2002
Ziegler Metzger & Miller December 1998 - October 2000
Skills
IRA Administration..., Trusts, Retirement Planning, Estate Planning, Wealth Management, Wills, High Net Worth..., Wealth Planning, Strategic Financial..., Guardianship, Tax
Education
University of Akron School of Law 1995 — 1998
JD, Estate Planning, Tax, Probate
The University of Akron 1987 — 1991
BA, Business & Organizational Communications
KPMG US March 2013 - Present
The Hackett Group 1999 - March 2013
Answerthink 1999 - 2007
PeopleSoft 1996 - 1999
Andersen Consulting 1995 - 1996
Arthur Andersen 1990 - 1995
Skills
Business Process Design, ERP, PeopleSoft, Financials, HRIS, Shared Services, Finance Transformation, Procure to Pay, PMO, Project Implementation, Business Process..., Procure-to-Pay, Project Management, Integration, Business Process, Enterprise Software, Oracle, Oracle E-Business Suite, Business Transformation, Management, Business Analysis, SDLC, Business Intelligence, Outsourcing, Oracle Applications, IT Strategy, Consulting, Project Portfolio..., Management Consulting, Business Process..., Vendor Management, Master Data Management, Acquisition Integration, EPM, OBIEE, Software Implementation, IT Transformation, Governance, Requirements Gathering, Enterprise Architecture, Hyperion Enterprise, Process Improvement, Strategy, Change Management, Program Management, Requirements Analysis, Solution Architecture, Essbase
Education
The University of Hong Kong 1987 — 1990
B.Soc.Sc, Accounting & Finance
Brookes Bible College August 2015 - Present
McGladrey, LLP May 2007 - Present
Ernst & Young 2005 - 2006
Virchow Krause 2002 - 2005
Arthur Andersen 1998 - 2002
Orbis/ Menasha Corporation April 1998 - August 1998
Milwaukee Public Schools January 1997 - May 1998
Skills
Old Testament, Tax, Property Tax, State Tax, Auditing, Fixed Assets, Corporate Tax, Strategic Planning, Tax Research, Tax Accounting, Valuation, Sales Tax, Cost Segregation, Mergers & Acquisitions, Teaching, Due Diligence, Research, Negotiation, FIN 48, SEC filings, Predictive Modeling, Statistics, Tax Advisory, Published Author, Theology, Non-profits, Quantitative Research, Applied Mathematics, Mergers, Tax Law, Tax Preparation, Guest Lecturing, Mass Appraisal, Complex Property...
Education
The Southern Baptist Theological Seminary 2010 — 2014
Master of Arts (M.A.), Theology - Old Testament
University of Wisconsin-Milwaukee - School of Business Administration 1998 — 1999
BBA, Accounting
University of Wisconsin-La Crosse 1995 — 1996
MS, Physiology
University of Wisconsin-Stevens Point 1991 — 1995
BS
Finit Solutions 2002 - Present
Arthur Andersen 1998 - 2002
Education
University of Kansas - Graduate School of Business 1997 — 1998
MAIS, Accounting & Information Systems
The University of Kansas 1996 — 1997
BS, Accounting
RCSHS
U.S. Legal Support, Inc. 2004 - Present
Growth Capital Partners 2001 - 2004
Invatec 1997 - 2000
Arthur Andersen 1984 - 1997
Education
University of Kansas
BBA Accounting
GHX September 2010 - March 2014
Network Effects, LLC May 2002 - September 2010
Arthur Andersen July 2000 - April 2002
IBM Global Services July 1994 - June 2000
US WEST Advanced Technologies July 1987 - June 1994
AT&T Information Systems November 1984 - June 1987
Skills
Enterprise Software, SaaS, Telecommunications, Solution Architecture, Cloud Computing, Enterprise Architecture, IT Strategy, Management, Mobile Devices, Wireless, Integration, Software Development, Outsourcing, Software Project..., Product Management
Education
The University of Kansas 1981 — 1984
MS, Computer Science
Anthem, Inc. April 2014 - Present
DataLit Consulting LLC October 2013 - March 2014
Western Dental Services August 2011 - September 2013
Navigant Consulting March 2004 - January 2011
Deloitte & Touche April 2003 - March 2004
PricewaterhouseCoopers May 2002 - April 2003
Arthur Andersen April 1998 - May 2002
Chrome Specialties International, Cologne Germany August 1994 - August 1995
Carl Duisberg Gesellschaft, e.V. August 1993 - August 1994
Skills
Analysis, Finance, Data Analysis, Litigation, Management, Management Consulting, Financial Modeling, Financial Analysis, Fraud, CRM, Dispute Resolution, Statistics, Business Intelligence, Forensic Accounting, Analytics, Databases, SAS programming, Cross-functional Team..., Leadership, Business Development, Access, Consulting, Strategy
Education
University of California, Santa Barbara
Master's degree
University of California, Santa Barbara
Bachelor's degree
University of California, Santa Barbara
BA
Georg-August-Universität Göttingen
Education Abroad
McCarthy Building Companies, Inc. March 2009 - Present
Skanska USA Building Inc. June 2006 - March 2009
S. L. King & Associates, Inc. July 2003 - June 2006
Arthur Andersen July 2000 - May 2003
Skills
InDesign, Photoshop, Proposal Writing, Marketing Communications, Project Management, Marketing Strategy, Public Relations, LEED, Market Research, Strategic Planning, Illustrator, Business Development, PowerPoint, Keynote, Microsoft Dynamics, Deltek, Sales Logix, Construction, Marketing
Education
The University of Georgia 1996 — 2000
BA, English, Magna cum Laude
THW Graphic Design January 1990 - Present
Lindbergh LaVista Corridor Coalition February 2014 - January 2015
Lindbergh LaVista Corridor Coalition June 2007 - January 2015
Lindbergh LaVista Corridor Coalition March 2011 - August 2011
Lindbergh LaVista Corridor Coalition, Inc. May 2007 - November 2010
LaVista Park Civic Association 1989 - 2005
The Cathedral of St. Philip 1996 - 2000
St. Bartholomew's Episcopal Church 1992 - 1996
Trinity United Methodist Church January 1980 - February 1992
Arthur Andersen January 1990 - January 1992
Skills
Non-profits, Social Media, Fundraising, Grant Writing, Strategic Planning, Facebook, Public Speaking, Nonprofits, WordPress, Community Outreach, Project Planning, Public Relations, Entrepreneurship, Project Management
Education
The University of Georgia 2011 — 2011
Certificate, Grant Writing
Georgia Conservancy 2010 — 2010
Certificate, New Urbanism 201
Georgia Conservancy 2009 — 2009
Certificate, New Urbanism 101
University of North Carolina at Greensboro 1968 — 1972
BMEd, Music Education, Voice
William G. Enloe High School 1966 — 1968
North Carolina Governors School 1966 — 1966
Choral Music
Kaiser Consulting 2005 - Present
Arthur Andersen 1997 - 1999
Skills
US GAAP, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Internal Audit, Sarbanes-Oxley, Consolidation, SEC filings, Financial Analysis, GAAP, External Audit, Enterprise Risk..., IT Audit
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.), Accounting and Business/Management
Freddie Mac April 2015 - Present
Freddie Mac January 2015 - Present
Freddie Mac November 2012 - December 2014
Freddie Mac December 2009 - November 2012
Ernst & Young December 2002 - December 2009
Arthur Andersen December 1997 - April 2002
University of Michigan September 1993 - October 1997
Skills
Risk Management, Financial Modeling, Financial Analysis, Mortgage Industry, Credit Risk, Capital Markets, Quantitative Analytics, Data Analysis, Data Visualization, Certified Fraud Examiner, Entrepreneurship, Process Engineering, Product Development
Education
Tuck School of Business at Dartmouth 2013 — 2013
Mortgage Bankers Association 2007 — 2007
School of Mortgage Banking Course 1
University of Michigan 1993 — 1997
MS
Vanderbilt University 1989 — 1993
BE
John Carroll High School 1985 — 1989
Saint Rose Academy
Western Reserve Valuation Services May 2012 - Present
ComStock Advisors March 1998 - February 2012
JPMorgan Chase August 1997 - March 1998
Willamette Management Associates May 1995 - August 1997
Arthur Andersen September 1992 - May 1995
Skills
Business Valuation, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Venture Capital, Financial Analysis, LBO, Restructuring, M, Acquisition Integration, Divestitures
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Managerial Finance
DePauw University 1988 — 1992
Bachelor of Arts (BA), Economics and Management
Design Strategic, LLC January 2008 - January 2009
XPLANE January 2007 - November 2007
Mercer Delta Consulting April 2001 - April 2006
Arthur Andersen April 1998 - April 2002
Arthur Andersen 1998 - 2002
Andersen Worldwide April 1996 - April 1998
Accenture (Andersen Consulting) January 1994 - January 1996
Skills
Visual Communication, Business Process..., Corporate Communications, Internal Communications, Marketing Communications, Public Speaking, Graphic Design, Web Design, Web Content, Project Management, Creative Direction, Publishing, Competitive Analysis, Brand Development, Marketing Strategy, Website Development, Illustrator, Integrated Marketing, Strategy, Branding & Identity, Interaction Design, Email Marketing, Strategic Thinking, Information Architecture, Strategic Planning, Management, Entrepreneurship, Budgets, Strategic Communications, Corporate Branding, Marketing, Leadership, WordPress, Management Consulting, Business Development, Editing, Social Media, Multimedia, User Interface Design, Copywriting, Business Process, Creative Strategy, Performance Management, Training, Change Management, Graphics, Business Intelligence, User Experience, InDesign, Experience Design
Education
The University of Kansas 1982 — 1987
BS & BFA
The University of Kansas 1982 — 1987
Bachelor of Business Administration (B.B.A.)
Atwater Entertainment Associates, L.L.C. 1999 - 2012
Florida A & M University - School of Business & Industry (SBI) 1992 - 2000
University of Michigan - College of Engineering 1990 - 1992
Wayne State University- School of Business Administration 1985 - 1992
State of Michigan - Department of Treasury 1978 - 1980
Arthur Andersen 1975 - 1978
Skills
Finance, Time Management, Start-ups, Strategic Planning, Event Planning, Public Relations, Publishing, Research, Leadership Development, Teaching, Auditing, Accounting, Project Management, Leadership, Financial Analysis, Public Speaking, Competitive Analysis, Social Media, Investments, Nonprofits, Financial Accounting, Valuation, Business Strategy, Microsoft Excel, Team Building, Mergers & Acquisitions, Entrepreneurship, CPA, Publications, Community Outreach, Banking, Management Consulting, Non-profits, New Business Development, Budgets, Fundraising, Team Leadership, Strategy, Sales, Financial Reporting, Cross-functional Team..., Program Management, Microsoft Office, Business Development, Marketing Strategy, Product Development, Higher Education, Due Diligence, Financial Modeling, Marketing
Education
University of Chicago Graduate School of Business 1985 — 1986
Post-Doctoral Studies, Economics and Public Policy
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
Doctor of Philosophy (Ph.D.), Accounting
University of Michigan - Stephen M. Ross School of Business 1974 — 1975
MBA, Accounting
University of Michigan - College of Engineering 1970 — 1973
B.S.E., Industrial and Operations Engineering
Ernst & Young April 2012 - Present
Ernst & Young August 2005 - Present
Deloitte May 2010 - April 2012
Ernst & Young January 2005 - February 2009
Ernst & Young February 2003 - 2009
2003-2005ERNST & YOUNG February 2003 - August 2005
Duke University January 2000 - January 2002
Arthur Andersen October 1995 - June 1999
ARTHUR ANDERSEN January 1997 - January 1999
ARTHUR ANDERSEN LLP January 1995 - January 1997
Skills
Management, Sarbanes-Oxley Act, Accounting, Auditing, Leadership, Strategy, Consulting, Financial Reporting, Financial Analysis, Internal Controls
Education
The University of Georgia 1992 — 1995
BBA in Accounting, Accounting
UNIVERSITY OF GEORGIA 1992 — 1995
Bachelor, Business Administration; Accounting
The University of Georgia 1991 — 1995
BBA, Accounting
Progressive Insurance September 2006 - Present
Progressive Insurance April 2004 - September 2006
Progressive Insurance January 2002 - April 2004
Pyramid Solutions 1996 - 2002
Arthur Andersen 1994 - 1996
CPAid 1992 - 1994
Skills
Software Development, Software Engineering, IT Management, Quality Assurance, Agile Methodologies, SDLC, Performance Engineering
Education
The University of Akron 1986 — 1991
B.S., Accounting
The University of Akron 1986 — 1991
A.A.S, Computer Programming
Jeff Kellar CPA July 2002 - Present
Internap May 2006 - July 2008
KPMG 1998 - 2002
Bates, Carter & Co. November 1994 - June 1997
Arthur Andersen December 1992 - August 1994
Ernst & Young August 1990 - December 1992
Skills
Tax, Accounting, Sarbanes-Oxley Act, Financial Reporting, SEC filings, GAAP, Internal Controls, Auditing, Tax Accounting, Tax Research, Corporate Tax, CPA, Financial Analysis, Income Tax, US GAAP, Mergers, International Tax, Due Diligence, Revenue Recognition, Leadership, Sarbanes-Oxley, Financial Accounting, Tax Advisory, Tax Preparation, Financial Statements, SEC Filings, Internal Audit, General Ledger, Mergers & Acquisitions
Education
The University of Georgia 1984 — 1990
MBA, Accounting & Tax
University of Georgia - Terry College of Business 1984 — 1990
MBA, Accounting
Grace Electric, Inc. May 2002 - December 2014
Arthur Andersen 1997 - 2002
Eastern Electric, Princeton, NJ July 1988 - September 1995
Skills
Human Resources, Contract Negotiation, Accounts Receivable, Accounts Payable, Recruiting, Construction, Invoicing, Sales, Contract Management, Marketing
Education
University of Maryland College Park 1972 — 1977
BA and MA, Psychology
The University of Georgia 1968 — 1971
Clintsman Financial Planning April 2002 - Present
Arthur Andersen June 1988 - April 2005
GuidedChoice April 2000 - March 2002
Ernst & Young April 1995 - March 2000
Skills
Financial Planners, Wealth, Estate Planning, Strategic Financial..., Retirement Planning, Investments, Investment Advisory, Small Business, Tax Advisory
Education
University of North Texas 1983 — 1988
Master of Science (MS), Taxation
University of Kansas 1982 — 1983
Coldwell Banker Residential Brokerage May 2013 - Present
Starwood Capital Group May 1999 - June 2006
Arthur Andersen September 1994 - May 1999
Skills
Asset Managment, Asset Management, Real Estate, Investments, Financial Modeling, Valuation, Due Diligence, Private Equity, Investment Properties, Portfolio Management, Real Estate Transactions, Budgets, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Negotiation
Education
The University of Connecticut School of Business 1990 — 1994
Bachelor of Science (B.S.), Finance with a concentration in Real Estate
Cardinal Health August 2013 - Present
Cardinal Health July 2010 - May 2013
Cardinal Health August 2009 - July 2010
Cardinal Health August 2007 - August 2009
Robert Half October 2006 - May 2007
Limited Brands 2007 - 2007
Robert Half May 2006 - October 2006
Deloitte & Touche June 2003 - May 2006
Arthur Andersen 2002 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Internal Controls, Financial Reporting, Sarbanes-Oxley, Team Leadership, Financial Analysis, Learning Quickly, Dedication to..., Continuous Improvement, Talent Developer, Networking, Performance Management, Asking Questions, Thinking Outside The Box, Simplifying the Complex, Strategic Financial..., Operating Budgets, Forecasting, Process Improvement, Variance Analysis, Corporate Finance, Fixed Assets, Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
Bachelor of Science, Accounting & Finance
BlueCat April 2013 - Present
IGLOO Software May 2012 - Present
BlueCat Networks September 2012 - March 2013
Parametric Technology Corporation June 2011 - February 2012
MKS August 2002 - June 2011
Geac June 1999 - June 2002
SunGard June 1993 - May 1999
Arthur Andersen May 1991 - May 1993
Education
York University 1989 — 1991
MBA
The University of British Columbia 1981 — 1985
B.Sc.
JP Mohler, LLC 2012 - Present
Reid Mohler Staten, Inc. 2006 - 2012
Crowe Chizek & Company LLC 2001 - 2006
Arthur Andersen 1997 - 2001
Skills
Tax Research, Corporate Tax, Tax Accounting, CPA, Income Tax, Tax Preparation, Partnership Taxation, Tax, Tax Advisory, Sales Tax, Auditing, Property Tax, Individual Tax, Accounting, Financial Reporting, Financial Accounting, Commercial Activity Tax, City Income Tax, QuickBooks, Ambulance & Medical..., Land Improvement..., Veterinary Medical...
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BS, Accounting
The First Tee of Cleveland January 2012 - Present
Federal Reserve Bank of Cleveland June 2007 - Present
Cleveland Saves 2010 - 2012
Penton Media November 1998 - June 2007
Giant Eagle April 1989 - November 1997
Arthur Andersen 1986 - 1989
Skills
Forecasting, Budgeting, Accounting, SOX, Excel, Financial Analysis, Word, Strategic Planning, Process Improvement, PowerPoint, Financial Reporting, Microsoft Office
Education
Midview High School
University of Akron
Bachelor of Applied Science (B.A.Sc.), Accounting
Carriage Services June 2011 - Present
Pannell Kerr Forster of Texas, P.C. June 2006 - May 2011
Grant Thornton June 2002 - June 2006
Arthur Andersen May 1997 - May 2002
Skills
Tax, Corporate Tax, Tax Accounting, CPA, Internal Controls, Tax Advisory, GAAP, Accounting, Tax Research, Income Tax, Sarbanes-Oxley Act, International Tax, Financial Reporting, SEC filings, General Ledger, Financial Accounting, Consolidation, Partnership Taxation, SEC Filings, US GAAP
Education
University of Houston, C.T. Bauer College of Business 1980 — 1982
MS Accountancy, Accounting
The University of Texas at Austin 1976 — 1978
BBA, English/German
The University of Kansas 1974 — 1976
Foreign Languages
Asentra Health Solutions February 2014 - Present
Protein Sciences Corporation April 2012 - January 2014
ADNET Technologies, LLC April 2011 - April 2012
Tactical Marketing Solutions January 2003 - May 2011
NGC Worldwide July 2001 - December 2002
Arthur Andersen 1994 - 2001
Skills
Strategic Planning, Consulting, Leadership, Managerial Finance, Process Improvement, Financial Reporting, Financial Analysis, Team Leadership, Human Resources, Auditing, Program Management, Forecasting, Internal Audit, Accounting, Consolidation, Team Building, Strategy, Business Strategy, Sales, Finance, Business Planning, Marketing Strategy, Project Management, Management, Mergers & Acquisitions, Training, Cross-functional Team..., Executive Management, Start-ups, Budgets, Entrepreneurship, Business Process..., Risk Management, IT Strategy, Sarbanes-Oxley Act, Analysis
Education
The University of Connecticut School of Business 1990 — 1994
Bachelor of Science, Business Administration and Accounting
RGP (Resources Global Professionals) March 2011 - Present
ACME Business Consulting September 2005 - March 2011
Hitachi Consulting January 2002 - August 2005
Andersen Business Consulting November 2000 - December 2001
Arthur Andersen June 1999 - October 2000
Skills
Program Management, Management Consulting, Business Development, Business Process..., New Business Development, Management, Process Improvement, Strategic Planning, Business Intelligence, Business Transformation, Change Management, Vendor Management, Business Analysis, ERP, Strategy, Consulting, Project Management, IT Strategy, Integration, Professional Services, Software Project..., Business Process, Cross-functional Team..., SDLC
Education
University of Kansas - Graduate School of Business 1997 — 1999
Masters of Accounting and Information System (MAIS)
The University of Kansas 1993 — 1997
Accounting and Business
FleetCor April 2011 - Present
WorldPay October 2010 - April 2011
Deloitte May 2002 - October 2010
Arthur Andersen September 2001 - May 2002
Skills
Accounting, Assurance, Auditing, Banking, Budgets, Business Process..., CPA, Corporate Finance, Due Diligence, External Audit, Financial Accounting, Enterprise Risk..., Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Forecasting, GAAP, General Ledger, IFRS, Internal Audit, Internal Controls, Management, Mergers, SEC Filings, SEC filings, Risk Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., US GAAP, Variance Analysis
Education
The University of Georgia 1996 — 2001
BBA, MAcc, Accounting
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Accounting
Realeflow July 2011 - Present
Corrigan Krause CPAs July 2002 - July 2011
Arthur Andersen 2001 - 2002
United Way 2000 - 2001
Education
The Ohio State University Fisher College of Business 1996 — 2001
RungePincockMinarco November 2013 - Present
MHB Holdings May 2008 - Present
eServGlobal May 2013 - January 2014
eServGlobal July 2009 - April 2013
Mincom April 2005 - April 2008
PeopleSoft October 2003 - March 2005
J.D. Edwards July 1996 - October 2003
Arthur Andersen 1988 - 1994
Education
University of Edinburgh 1984 — 1988
BSc, Biological Sciences
Plymouth Direct / Top Dog Direct 1997 - Present
National Media May 1993 - October 1997
Nutri/System July 1990 - May 1993
Arthur Andersen May 1985 - May 1988
Skills
Television, Commercials, Direct Response..., Direct Response, Marketing Strategy, Direct Marketing, Social Media Marketing, Marketing Communications, Advertising, Integrated Marketing, Brand Development
Education
University of Virginia - Darden Graduate School of Business Administration 1988 — 1990
MBA, Marketing, Shermet Scholar
The University of Kansas 1980 — 1984
BS, Business Admin. / Accounting
PwC September 2014 - Present
PwC August 2013 - Present
PricewaterhouseCoopers December 2003 - Present
BearingPoint 2002 - 2003
Arthur Andersen 1992 - 2002
Skills
Utility Industry, Business Transformation, Management Consulting, Financial Accounting, Oracle Applications, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Enterprise Performance..., PowerPlant, Supply Chain Management, Oracle E-Business Suite
Education
The University of Edinburgh 1988 — 1992
MA(Hons), Economics & Accounting
Natoma Partners, LLC September 2012 - Present
Navigant Consulting, Inc. 2009 - 2012
Huron Consulting Group 2002 - 2009
Arthur Andersen 1990 - 2002
Skills
Forensic Accounting, Consulting, Complex Commercial..., Independent..., Forensic Investigations, Fraud Investigations, Expert Witness, Expert Reports, Computer Forensics, Legal Discovery, Relational Databases, Financial Modeling, Financial Analysis, Econometric Analysis, Accounting, Valuation, Financial Audits, Due Diligence, Financial Services, Higher Education, Healthcare, Insurance, Telecommunications, Public Utilities, Derivatives, Venture Capital, Hedge Funds, Private Equity, MBA, CPA, CFF, Forensic Analysis, Litigation Consulting, Fraud
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance, Economics and Econometrics
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Finance, Accounting
New Asia Partners September 2011 - Present
Quality Systems, Inc November 2004 - September 2011
Cortex Pharmaceuticals February 2002 - September 2004
Arthur Andersen June 1997 - January 2002
Skills
Mergers, SOX, Corporate Finance, SEC reporting, Planning, SAP Implementation, Global outsource..., Accounting & financial..., Mergers & Acquisitions, Accounting, SEC filings, Sarbanes-Oxley Act, Project Planning, Business Strategy, Acquisition Integration, Finance, Forecasting, Financial Analysis, Analysis, Investments, IPO, ERP, Due Diligence, Financial Modeling, Strategy, Financial Reporting, Cash Flow, Private Equity, Capital Markets, Valuation, Internal Controls, SEC Filings, US GAAP, Revenue Recognition
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Southern California
Masters of Accounting, Accounting
AIG 2012 - Present
Pernod Ricard 2012 - 2012
Brightstar 2011 - 2011
Markit 2010 - 2011
PepsiCo 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Lehman Brothers Inc. 2001 - 2005
Arthur Andersen 2000 - 2000
Smith Barney 1999 - 1999
Morgan Stanley Dean Witter 1998 - 1998
Skills
ERP/CRM, Excel, Financial Modeling, Strategic Planning, Financial Analysis, Regulatory Reporting, Cost Accounting, Big 4, Big Picture Thinking, Business Relationship..., Business Planning, Financial Management, Capital Structure, Capital Spending, Project Management, Budgeting and..., P&L Implementation, Treasury and Cash..., CPFR, Exchange Rate Reporting, Internal Controls, Process Development, Demand Planning, Profitability..., Performance Optimization, Decision-Making, S&OP, Organizational..., Multi-Site Operations, Fluent: English,..., Forecasting, Budgets, Sales Plan, Income Statement, Capex, Treasury, Microsoft Excel, Managerial Finance, CO-PA, Performance Tuning, Process Simulation, Strategy, Accounting, Business Development, Big-picture Thinking, Management, Cash Management, Finance, Analysis, Mergers
Education
The University of Connecticut School of Business 2007 — 2011
M.B.A.
University of Florida - Warrington College Of Business 1997 — 2001
B.S.B.A.
Grover, Elliott & Co. Ltd. July 2001 - Present
Arthur Andersen January 1999 - July 2001
Education
UBC 1999 — 2002
Diploma in Urban Land Economics, Specializations in Real Estate Management and Appraisal
UBC 1993 — 1997
Bachelor of Arts (B.A.), Urban & Economic Geography
Oracle September 2015 - Present
K2View August 2014 - August 2015
NICE Systems January 2013 - August 2014
Genesys January 2008 - January 2013
Informiam May 2005 - December 2007
The Customer Group, LLC October 2001 - April 2005
Telera June 2000 - July 2001
Arthur Andersen June 1998 - May 2000
MCI Telecommunications 1993 - 1996
Skills
Customer Experience, Management Consulting, Customer Service, Strategic Planning, Call Center, Sales, Solution Selling, Enterprise Software, CRM, Business Development, CTI, Call Centers, Contact Centers, Go-to-market Strategy, IVR, Integration, Leadership, Management, Outsourcing, Product Management, Professional Services, Project Management, SaaS, Start-ups, Strategy, Telecommunications, Unified Communications, Sales Process, Account Management
Education
University of Michigan 1996 — 1998
MBA, Marketing
University of Georgia 1988 — 1993
BBA, Finance
Georgia Commerce Bank April 2011 - Present
Capital City Mortgage Corp. December 2004 - April 2011
Capital City Mortgage Corp. December 2001 - December 2004
Arthur Andersen 1998 - 2001
Education
The University of Georgia 1994 — 1998
BBA, International Finance, Spanish
University of Georgia - Terry College of Business 1994 — 1998
EKS&H September 1993 - Present
Arthur Andersen June 1990 - September 1993
University of Kansas Business School September 1989 - May 1991
Skills
Networking, Advising business owners, Business Development, Helping People succeed, Community Support, listening
Education
The University of Kansas 1987 — 1991
bachelors, accounting
Arnall Golden Gregory LLP August 2010 - Present
Epstein Becker & Green, PC April 1998 - August 2010
Arthur Andersen 1996 - 1998
Skills
Mergers & Acquisitions, Mergers, Leadership, Contract Negotiation, Healthcare, Corporate Law, Finance, Strategic Planning, Due Diligence, Business Development, Real Estate, Marketing, Negotiation, Corporate Governance, Joint Ventures, Analysis, Venture Capital, Mentoring
Education
University of Georgia - Terry College of Business 2003 — 2005
MBA, Finance / Leadership
University of Georgia School of Law 1993 — 1996
JD, Law
University of Georgia 1989 — 1993
BBA, Finance
Frederica Academy 1982 — 1989
Alvarez & Marsal August 2007 - Present
BearingPoint Inc., 2002 - 2007
Arthur Andersen 1990 - 2002
Skills
Insurance, Sourcing, Finance Transformation, Acquisition Integration, Software Selection
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Strategy, Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Bachelor of Science, Finance
Benet Academy 1982 — 1986
UMB Bank March 2010 - Present
Custom Business Solutions January 2010 - March 2010
Sprint Nextel 2006 - 2009
IBM 2004 - 2006
Sprint 1990 - 2004
DST Systems 1983 - 1990
Arthur Andersen 1981 - 1983
JC Penney 1979 - 1979
Skills
Project Management, Vendor Management, Business Analysis, Systems Analysis, Telecommunications, Requirements Gathering, Leadership, Management, Risk Management, Quality Management, Process Improvement, SDLC, Requirements Analysis, Training, Software Documentation, Enterprise Architecture, Integration, Back Office, MS Project, Project Portfolio..., Business Process..., Visio, Test Planning, Project Planning, Cross-functional Team..., Business Intelligence, Strategy, PMO, Wireless, PMP, Program Management, Resource Management, Requirements Management, Financial Services, Analysis, Business Process, Liaison, Software Project..., Unix, Task Management, Testing, SQL, Banking, Business Requirements, IT Strategy, Agile Project Management, Team Leadership, User Acceptance Testing, Software Development, Sales
Education
The University of Kansas
M.B.A.
The University of Kansas
B.S., Business Administration
Leprino Foods December 2013 - Present
Aon Risk Services October 2007 - December 2013
The McGraw-Hill Companies August 2006 - August 2007
Arthur Andersen 2001 - 2001
Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Brokers, Financial Risk, Professional Liability, Liability, General Insurance, Legal Liability, Reinsurance, Casualty Insurance
Education
The University of Georgia 1997 — 2001
BBA, Risk Management & Insurance
KNV Chartered Accountants February 2004 - January 2015
Deloitte June 2002 - January 2004
Arthur Andersen June 1988 - June 2002
Education
The University of British Columbia 1982 — 1983
MLS
University of Alberta 1971 — 1972
BLS
The University of Winnipeg 1967 — 1970
BA
BMO Harris Bank April 2011 - Present
Duff & Phelps September 2010 - April 2011
Bank of America Merrill Lynch (LaSalle Bank) June 2006 - September 2010
JPMorgan Chase January 2004 - June 2006
Price Waterhouse Coopers May 2002 - January 2004
Arthur Andersen June 2001 - May 2002
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Commercial Lending, Capital Markets, Credit, Risk Management, Middle Market, Due Diligence, Business Relationship..., Investment Banking, Financial Risk, Loans, Banking, Commercial Banking, Corporate Finance, Credit Risk, Finance, Underwriting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2007 — 2011
Master of Business, Concentrations in Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
Retired September 2012 - Present
Cushman & Wakefield June 2010 - September 2012
Independent Consultant October 2009 - June 2010
JLL February 2000 - April 2009
The McMahan Group September 1997 - February 2000
Arthur Andersen March 1994 - September 1997
Institute of Real Estate Management October 1988 - April 1994
Skills
Process Improvement, Corporate Real Estate, Location Intelligence, Mergers, Portfolio Management, Management Consulting, Real Estate, Real Estate Economics, Strategic Planning, Financial Analysis, New Business Development, P&L Responsibility, Budgeting, Acquisition Integration, Business Strategy, Strategy, Management, Leadership, Finance, Negotiation, Mergers & Acquisitions, Budgets, Contract Negotiation
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance, International Finance
Balasa Dinverno Foltz LLC December 2001 - Present
Deloitte Consulting March 2001 - October 2001
Kraft Foods May 1997 - March 2001
Arthur Andersen July 1993 - May 1997
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Strategies, Retirement, Investment Management, Portfolio Management, Financial Advisory, Mutual Funds, Financial Planners, Wealth, Personal Finance, Strategy, Trusts
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Strategic Management
University of Pennsylvania 1989 — 1993
Bachelors, Finance and Accounting
VMG Health 2012 - Present
American Appraisal 1998 - July 2012
Arthur Andersen 1993 - 1998
Skills
Property Tax, Litigation Support, Tax, Valuation, Real Estate Economics, Due Diligence, Finance, Business Valuation, Property, Corporate Finance, Consulting, Overseas Property, Restructuring, Real Estate Development, Appraisals, Leases, Mergers & Acquisitions, Feasibility Studies, Real Estate, Management, Financial Reporting, Private Equity, Commercial Real Estate, Disposition, Investments, Asset Management, Real Estate Financing, Tenant, Corporate Real Estate
Education
The University of Texas at Arlington 1988 — 1992
MS, Real Estate
The University of Dallas 1978 — 1984
BA and MBA, Economics and Industrial Management
Blue Crane Music November 2014 - Present
Sierra Club Connecticut Chapter October 2014 - Present
CIGNA January 2007 - April 2014
PricewaterhouseCoopers September 2003 - December 2006
The Hartford September 2001 - May 2002
Arthur Andersen May 2001 - August 2001
American Kuhne August 2000 - February 2001
Chelsea Groton Savings Bank June 2000 - August 2000
Jackson Hewitt January 2000 - May 2000
Skills
Music Business..., Music Promotion, Process Improvement, Project Management, Financial Analysis, Data Analysis, Management, Sales Proposals, Conservation, People Management, Group HIke Leader, Business Process..., Microsoft Access, Lean Six Sigma, Microsoft Excel
Education
University of Hartford 2004 — 2006
MBA
The University of Connecticut School of Business 1998 — 2002
BS, Accounting
Plano Chamber of Commerce September 2014 - Present
Star Local Media August 2014 - Present
PuroClean Restoration Professionals June 2013 - July 2014
Freedom United Team 2010 - June 2013
Self employed campaign manager 2008 - January 2013
Women's Opportunity Fair - DFW 2011 - 2012
Paul Reinhart, Inc. April 1998 - May 2009
IKON Document Services 1996 - 1998
Arthur Andersen 1994 - 1996
Litigation Legal Assistant 1984 - 1994
Skills
Pet Care, Healthy Living, Small Business, Trade Shows, Pets, Inventory Management, Coaching, Fundraising, Public Speaking, Social Networking, Business Networking, Volunteer Management, Leadership Development, Event Planning, Strategic Planning, Employee Training, Presentations, Marketing, Project Planning, Program Management, Networking, Interviews, Social Media, Sales, Team Building, Social Media Marketing, Public Relations, Entrepreneurship, Nonprofits, Community Outreach, Facebook
Education
National Center for Paralegal Training 1983 — 1983
Civil Litigation
The University of Georgia 1979 — 1983
BA, Political Science, History, Spanish
ManpowerGroup January 2015 - Present
ManpowerGroup December 2012 - Present
Manpower February 1995 - December 2012
Arthur Andersen September 1989 - February 1995
Skills
Management, Team Leadership, Leadership Development, Coaching, Strategic Planning, Financial Planning, CPA, SEC filings, Financial Reporting, US GAAP, Accounting, Consolidation, Financial Accounting, Forecasting, Governance, Treasury Management, Internal Controls, Sarbanes-Oxley Act, Auditing, Hyperion HFM, Hyperion Enterprise, Financial Analysis, Microsoft Office, Nonprofits, Youth Mentoring
Education
University of Wisconsin-Madison - School of Business 1985 — 1989
BBA, Accounting
The University of Chicago Booth School of Business
Executive Education
Self-Employed Accountant May 2005 - Present
Cooper B-Line December 1998 - April 2005
Mosby/Times Mirror/Reed Elsevier May 1994 - November 1998
Arthur Andersen July 1990 - April 1994
Skills
Tax Preparation, Sales Tax, Bookkeeping, Accounting, QuickBooks, Financial Reporting, Account Reconciliation, Financial Accounting, Year End Accounts, Cash Flow, Peachtree, Financial Statements, CPA, Financial Analysis, Forensic Accounting, Cost Accounting, Small Business, Income Tax
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor's Degree, Accounting
The University of Dundee 1988 — 1989
Junior Year Abroad, Economics/Political Science
Banc Home Loans August 2015 - Present
North First Mortgage October 2012 - Present
CenturyLink Business 2011 - 2012
Verizon Business 2008 - 2011
Lasselle-Ramsay 2006 - 2008
Beck Consulting, Inc. 2005 - 2005
Hyperion Solutions 1995 - 2002
Arthur Andersen 1993 - 1995
Skills
Consultative Sales..., Business Intelligence, ERP, Telecommunications, Sales Presentations, MPLS Networking, Corporate Finance, Accounting, Business Analytics, Data Warehousing, Data Center, Professional Services, Pre-sales, Strategy, Managed Services, CRM, Enterprise Software, Strategic Partnerships, Consultative Selling, VoIP, Sales Process, Cloud Computing
Education
The University of Connecticut School of Business 1988 — 1993
BS in Business Administration, Accounting and Finance
University of Connecticut 1988 — 1993
BS, Business Administration and Accounting
Protiviti May 2002 - Present
The University of Notre Dame Mendoza College of Business January 2015 - Present
Overshadowed Theatrical Productions February 2014 - Present
Arthur Andersen November 1990 - May 2002
Ernst & Young 1988 - 1990
Skills
Social Business Strategy, Leadership, Business Process..., Social Business, Enterprise Social..., Social Media, Community Strategy, Social Networking, Social Collaboration, Analytics
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Accountancy
Cathedral Prep 1974 — 1977
CBRE May 2003 - Present
Realty Advisory Services 1998 - 2003
CarrAmerica March 1997 - March 1998
Arthur Andersen July 1996 - March 1997
Realty Advisory Services 1995 - 1996
Deloitte & Touche 1993 - 1995
BankSouth July 1992 - June 1993
Cushman & Wakefield March 1989 - June 1991
Skills
Valuation, Financial Reporting, Financial Analysis, Financial Modeling, Appraisal, Forecasting, Budgeting, Audit Support, Market Analysis, Argus DCF, Argus Asset Management..., Appraisals, Budgets, Auditing, Brokerage, Investment Properties, Finance, Leases, Real Estate Economics, Real Estate, Negotiation, Disposition, Property, Commercial Real Estate, Due Diligence, Location Intelligence, Asset Management, Corporate Real Estate, Real Estate Development, Acquisitions, Tenant Representation, Investments, Property Management, Tenant, Landlords, Real Estate Financing, Real Estate Transactions, Lease Negotiations, Shopping Centers, Entitlements, Lease Administration, Management, CMBS, Apartments, Facilities Management, Commercial Mortgages, Land Development, Commercial Real Estate..., Investment Sales, Portfolio Management
Education
The University of Georgia 1993 — 1994
MBA, Finance / Real Estate
Villanova University 1986 — 1988
BSBA, Operations Management
Manhasset HS
Shelter Insurance Companies November 2006 - Present
Waddell & Reed March 2001 - November 2006
GMAC Commercial Mortgage March 1999 - October 2000
First Industrial Realty Trust February 1997 - March 1999
Arthur Andersen June 1993 - August 1996
Education
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance
University of Missouri-Columbia 1988 — 1992
BSBA, Finance and Real Estate
CrossCountry Consulting March 2011 - Present
BIA 2005 - July 2011
CapAdvisory 2001 - 2004
Lehman Brothers 2002 - 2002
Andersen Business Consulting 1999 - 2001
Arthur Andersen 1997 - 1999
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Washington and Lee University 1993 — 1997
BS, Business Administration & Accounting
Jesuit High School of Tampa
Dennis Banks & Art Hinckley, LLC February 2015 - Present
Terra-Gen Operating Company LLC May 2013 - February 2015
Terra-Gen Operating Company LLC May 2011 - April 2013
Somersett Development Company January 2002 - April 2011
Tanamera Homes April 2001 - December 2001
internet.com March 1999 - March 2001
MediaOne Group August 1998 - March 1999
Arthur Andersen October 1995 - August 1998
Skills
Due Diligence, Financial Analysis, Cash Management, Leadership, Process Improvement, Microsoft Applications, Financial & Operational..., Sage Timberline Office, Great Plains Software, QuickBooks, US GAAP, Month End Close, Corporate Financial..., 10 Key Touch, Account Reconciliation, Design & Implementation..., Efficiency, Proformas, Management, Financial Modeling, Financial Reporting, Finance, Accounting, Variance Analysis, CPA, Budgets, Revenue Recognition, Auditing, General Ledger
Education
The University of Connecticut School of Business 1991 — 1995
Bachelor of Science (B.S.), Accounting
University of Connecticut 1991 — 1995
BS, Accounting
New Milford High School 1986 — 1990
Power Engineers September 2008 - Present
WorleyParsons July 2006 - September 2008
Sargent & Lundy July 2001 - July 2006
Arthur Andersen November 1999 - June 2001
Navigant Consulting August 1998 - October 1999
Skills
Strategic Planning, Energy, Power Generation, Renewable Energy, Smart Grid, Power Systems, Business Development, Electrical Engineering, Power Distribution
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Strategy
University College Dublin 1969 — 1973
Bachelor of Engineering, Electrical Engineering
37th Parallel Properties Multifamily Partner October 2007 - Present
Realize PPM September 2003 - 2007
Arthur Andersen 1997 - 2002
Skills
Coaching, Real Estate, Investments, Investors, Real Estate Investment, Investment Properties, Asset Management, Portfolio Management, Management Consulting, Due Diligence, Financial Analysis, Business Strategy, Asset Managment, Negotiation, Strategy, Entrepreneurship, Strategic Planning, New Business Development, Real Estate Transactions, Management, Business Planning, Small Business, Real Estate Development, Project Management, Start-ups, Referrals, Mergers & Acquisitions, Property, Contract Negotiation, Selling, Property Management, Commercial Real Estate, Disposition, Real Estate Financing, Real Estate Economics, Leases, Apartments, Acquisitions, REO
Education
The University of Kansas 1989 — 1995
United Technologies June 2011 - Present
United Technologies October 2007 - May 2011
Ernst & Young August 2002 - September 2007
Arthur Andersen January 2000 - April 2002
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., Financial Reporting, Risk Assessment, Process Improvement, Accounting, Financial Analysis, IT Audit, GAAP, External Audit, Risk Management, Sarbanes-Oxley, Financial Accounting, US GAAP, SEC filings, Financial Risk, Business Process...
Education
The University of Connecticut School of Business 2001 — 2002
Masters in Accounting, Accounting
The University of Connecticut School of Business 1997 — 2001
Bachelors, Accounting
Shane P. Garbutt, PLLC June 2013 - Present
AMD November 2011 - June 2013
PCAOB August 2006 - November 2011
Public Company Accounting Oversight Board (PCAOB) August 2006 - November 2011
MaloneBailey, LLP 2010 - 2010
PKF Texas 2004 - 2006
Deloitte 2003 - 2005
Arthur Andersen 1999 - 2001
PwC 1997 - 1999
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, GAAP, Financial Reporting, Internal Audit, Accounting, CPA, Financial Accounting, Sarbanes-Oxley, IFRS, External Audit, Revenue Recognition, IT Audit, Financial Analysis, Big 4, Assurance, Consolidation, SOX 404, Financial Statements
Education
The University of British Columbia 1995 — 1997
BCOMM, Accounting
Trek Bicycle Corporation May 2011 - Present
GE Healthcare July 2003 - May 2011
Deloitte February 2000 - July 2003
Arthur Andersen 1997 - 2000
Skills
Finance, Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Managerial Finance, Strategic Financial..., Internal Controls, Cost Accounting, Strategic Planning, Business Process..., Strategy
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance
University of Wisconsin-Madison 1992 — 1996
BBA, Risk Management
Perceptronics Solutions, Inc January 2015 - Present
eBay enterprise May 2012 - January 2015
ProductCamp DC July 2014 - December 2014
Vi, Formerly Classic Residence by Hyatt January 2006 - May 2012
IBM October 2002 - January 2006
PwC Consulting July 2002 - October 2002
Arthur Andersen June 2001 - July 2002
Skills
Business Intelligence, JD Edwards, Software Project..., Data Warehousing, ERP, Business Analysis, Process Improvement, IT Management, Requirements Analysis, Project Portfolio..., Business Process, Project Management, Change Management, Enterprise Software, Business Process..., Product Management, SharePoint, CRM
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Marketing, Econometrics & Statistics
University of Minnesota-Twin Cities 1998 — 2001
Bachelor of Mechanical Engineering, Business Minor
U.S. Bank February 2015 - Present
American Express February 2012 - May 2014
American Express August 2009 - January 2012
Lehman Brothers June 2008 - August 2008
BearingPoint Consulting July 2002 - April 2007
Arthur Andersen September 2001 - June 2002
Skills
Business Strategy, Corporate Finance, Financial Modeling
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Marketing and Information Systems
First Supply LLC 2004 - Present
Arthur Andersen 1997 - 2001
Education
The University of Georgia 1995 — 1996
Master of Accountancy, Accounting
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts, International Studies
Russell Bond & Co. Inc December 2014 - Present
Capitol Insurance Companies August 2005 - October 2014
Crissie Insurance Group 2004 - 2005
CNA 2001 - 2004
Arthur Andersen 1998 - 2001
St. Paul Companies 1994 - 1998
Aetna Life & Casualty 1988 - 1994
Skills
Underwriting, Sales, Marketing, Property & Casualty..., Insurance, Commercial Insurance, Casualty, General Insurance, Workers Compensation, Commercial Lines, Reinsurance, Liability, Brokers, Inland Marine, Life Insurance, Health Insurance, Legal Liability, Umbrella Insurance, Process Improvement, Management, Employment Practices..., D&O, Business Analysis, Claims Management, Casualty Insurance, Claim
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Certificate, Advanced Insurance Executive Program
The University of Chicago Booth School of Business 1996 — 1998
MBA, Strategy & Economics
University of Georgia - Terry College of Business 1984 — 1988
BBA, Risk Management & Insurance
Crestwood High School 1979 — 1984
Diploma
Wright Tax Solutions, LLC July 2009 - Present
Windham Brannon October 2001 - July 2009
Arthur Andersen September 1999 - September 2001
PricewaterhouseCoopers December 1992 - September 1999
Skills
Tax Preparation, Expatriate Tax, Self-employment, Property Tax, Tax, Income Tax, Accounting, Small Business, Tax Law, Tax Returns, Tax Advisory, IRS, Mergers & Acquisitions, Auditing, Trusts, Partnership Taxation, CPA, Tax Research, Expatriate Management
Education
The University of Georgia 1981 — 1985
AB
Dunwoody High School 1979 — 1981
Duff & Phelps, LLC September 2004 - Present
Rockwell Automation April 2000 - August 2004
Arthur Andersen August 1995 - April 2000
Skills
Corporate Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Financial Reporting, Private Equity, Mergers, Internal Controls, Accounting, Investment Banking, US GAAP, Managerial Finance, IFRS, Sarbanes-Oxley Act, Auditing, Investments
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance/Strategic Management
Russian Economic Academy 1991 — 1995
BSc, Economics
GE Capital February 2007 - Present
Citigroup December 1986 - February 2007
Arthur Andersen September 1983 - October 1986
Skills
Corporate Finance, Accounting, Workout, Credit Analysis, Distressed Debt, CFA Chartholder, Financial Modeling, Portfolio Management
Education
The University of Connecticut 1991 — 1997
Master of Business Administration (MBA), Finance, General
The University of Connecticut School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
AIG August 2015 - Present
American Express October 2013 - August 2015
American Express October 2012 - September 2013
American Express December 2010 - September 2012
A.T. Kearney July 2005 - November 2010
BearingPoint May 2002 - July 2003
Arthur Andersen August 1999 - April 2002
Skills
Management Consulting, Business Strategy, Cross-functional Team..., Strategy, Financial Modeling, Acquisition Integration, Change Management, Business Transformation, Business Process..., Due Diligence, Business Development, CRM, Mergers & Acquisitions, Analytics, Consulting, Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA
Universitat Politècnica de Catalunya 1999 — 2003
PhD, Operations Research
Universitat Politècnica de Catalunya 1994 — 1999
B.Sc., Industrial Engineering
ABC Studios October 2006 - Present
Disney Consumer Products 2000 - 2005
Arthur Andersen July 1995 - May 1998
Skills
Business Planning, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Finance, Budgets, Strategic Planning, Business Strategy, Entertainment, Analytics, Cross-functional Team..., Strategic Partnerships, Negotiation, Management, Auditing, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Tufts University 1991 — 1995
BA, Quantitative Economics
UCL 1993 — 1994
Economics
Midland Metal Products August 2002 - Present
Arthur Andersen 1996 - 2001
Skills
Strategic Planning, New Business Development, Budgets, Business Strategy, Product Development, Sales, Business Development, Small Business, Account Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
University of Notre Dame 1992 — 1996
BBA
Marist 1988 — 1992
PPM America September 2006 - Present
Discover Financial Services August 2005 - September 2006
Arthur Andersen August 2000 - July 2002
J.P. Morgan 1998 - 2000
Skills
Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Equities, High Yield, High Grade, Equity Valuation, Mergers & Acquisitions, Financial Analysis, Chartered Financial..., Valuation, Leveraged Finance, Credit Analysis, Due Diligence, Financial Modeling, Private Equity, Corporate Finance, Strategy, Asset Management, Investments, Credit, Finance
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
SAS70ExPERT.biz April 2008 - Present
Fortegrity April 2007 - Present
Reznick Group April 2006 - Present
Richter & Company 2009 - 2009
Richter & Company 2008 - 2009
Farm Credit 2006 - 2006
arthur andersen 2000 - 2003
Skills
COBIT, Business Process, Finance, Auditing, Business Development, Business Analysis, IT Audit, Vendor Management, Quality Auditing, Financial Reporting, Sarbanes-Oxley Act, Software Documentation, ITIL, SAS70, Process Improvement, Financial Audits, Budgets, Business Process..., Cloud Computing, Internal Controls, Change Management, Business Strategy, Payment Industry, Professional Services, Internal Audit, Start-ups, Executive Management, Mergers & Acquisitions, Management, Management Consulting, Risk Management
Education
Valdosta State University 1995 — 1997
BBA, Accounting
The University of Georgia 1987 — 1990
BAE, Economics
The University of Georgia
Equifax April 2014 - Present
SunTrust Bank July 2009 - March 2014
National City Bank October 2007 - June 2009
National City Bank August 2006 - September 2007
National City Bank March 2004 - July 2006
National City Bank May 2002 - February 2004
Arthur Andersen May 1999 - April 2002
arthur andersen 1996 - 2001
Skills
Business Process..., Strategic Planning, Organizational..., Process Improvement, Vendor Management, ITIL, Risk Management, Change Management, Banking, Six Sigma, Program Management
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1996
BSBA
USA Premium Leather Furniture March 2010 - Present
Edens & Avant September 2004 - March 2010
Deloitte & Touche Corporate Finance August 2002 - August 2004
Arthur Andersen 2001 - 2003
Education
The University of Georgia 1996 — 2000
BBA, Finance, Real Estate
University of Georgia - Terry College of Business 1996 — 2000
Plano Senior High School
Arthur Andersen July 1997 - September 2000
Arthur Andersen December 1994 - July 1997
First Union National Bank July 1992 - November 1994
Education
The University of Georgia 1988 — 1992
BBA, Management Information Systems
The Mason Companies July 2011 - Present
UC Berkeley March 2010 - Present
Polaris Equity Management, Inc. August 2010 - July 2011
Brownson, Rehmus & Foxworth, Inc February 2002 - September 2007
Arthur Andersen September 1998 - September 2001
Arthur Andersen February 1996 - September 1998
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration
The University of Kansas 1986 — 1990
BA, Psychology
The MacArthur Foundation 2005 - Present
Richards & Tierney, Inc. (Nuveen Investments) 1998 - 2004
Arthur Andersen 1996 - 1998
The Ayco Company, L.P. (a Goldman Sachs Company) 1994 - 1996
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Accounting, Finance, Economics
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Economics, Finance
Cox Communications August 2012 - Present
Cox Communications September 2010 - August 2012
Cox Communications July 2006 - March 2010
Cox Communications August 2003 - June 2006
Deloitte May 2002 - July 2003
Arthur Andersen January 1999 - April 2002
Skills
Change Management, Strategic Planning, Forecasting, Business Process..., Internal Controls, Vendor Management, Project Management, Telecommunications, Accounting, Financial Reporting, Process Improvement, Cross-functional Team..., Auditing, Oracle Discoverer, Essbase
Education
University of Georgia - Terry College of Business 1999 — 2000
Masters of Accountancy
The University of Georgia 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Jamba Juice October 2015 - Present
Pasta Prima March 2012 - Present
Shutterfly April 2011 - March 2012
Safeway April 2006 - April 2011
Office Depot April 2004 - April 2006
Ford Motor Company June 2003 - April 2004
Ernst & Young August 2000 - August 2001
Arthur Andersen June 1998 - June 2000
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance/Accounting
University of California, Davis 1994 — 1998
BS, Managerial Economics
ShipHawk September 2012 - Present
Pack and Post January 2012 - Present
Cliffs Natural Resources June 2010 - January 2012
Cliffs Natural Resources November 2007 - August 2010
BearingPoint June 2002 - October 2007
Arthur Andersen March 2001 - May 2002
Skills
Entrepreneurship, Leadership, Strategic Planning, Software Development, Software Engineering, Ruby on Rails, JavaScript, AngularJS, Shipping, Transportation, International Shipping, Freight Transportation..., Supply Chain Management, Supply Management, Strategic Sourcing, Purchasing, Supply Chain, Contract Negotiation, Six Sigma, Negotiation, Procurement, Ruby, Team Leadership, Management, Project Management, Process Improvement, SaaS, Agile Methodologies, Start-ups
Education
The University of Akron 1995 — 2000
BSME, Mechanical Engineering, Business Administration
Deloitte Transactions and Business Analytics LLP August 2009 - Present
Deloitte 2009 - 2009
Deloitte 2004 - 2009
Deloitte 2002 - 2009
Arthur Andersen 1997 - 2002
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Business Valuation, Corporate Finance, Mergers & Acquisitions, Financial Risk, Private Equity, Enterprise Risk..., Sarbanes-Oxley Act, SEC filings, US GAAP
Education
The University of Georgia 1993 — 1997
BBA, Fincance
University of Georgia - Terry College of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Home October 2002 - Present
The Royal Bank of Scotland December 2001 - October 2002
Quadstone March 1997 - October 2001
Arthur Andersen August 1996 - March 1997
Education
The University of Edinburgh 1992 — 1996
BSc (Hons), Mathematics and Statistics
Citigroup August 1999 - Present
Arthur Andersen September 1994 - September 1997
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Equities, Fixed Income, Mergers, Financial Analysis, M, Leveraged Finance, Financial Markets, Financial Structuring, Series 7, Restructuring, Banking, IPO, Divestitures, Series 63, Investor Relations, Private Placements, Credit Analysis, LBO, Due Diligence, Emerging Markets, Corporate Development, Securities, Finance, Business Valuation, Bonds, Financial Services, Financial Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, with honors, Finance and Economics
University of Michigan - Stephen M. Ross School of Business 1991 — 1994
BBA, Accounting and Finance
The Cozy Gourmet February 2009 - Present
US Microgen, Inc. 1995 - Present
Greater Dallas Republicans 2009 - June 2010
Competition Science Associates 1987 - 1994
Chicago Consulting Group. Ltd. 1980 - 1991
Arthur Young 1979 - 1980
Arthur Andersen 1975 - 1980
Montgomery Ward 1971 - 1975
Skills
Microsoft Excel, Mergers, Management, Competitive Analysis, Strategic Planning, Project Management, Marketing Strategy, Business Development, New Business Development, Program Management, Team Building, Social Media, Leadership, Mergers & Acquisitions, Management Consulting, Business Strategy, Consulting, Executive Management, Start-ups, Entrepreneurship, Business Planning, Retail, Strategy, Strategic Partnerships, Marketing, Product Development, Manufacturing, Budgets, Contract Negotiation
Education
The University of Chicago Booth School of Business 1975 — 1977
MBA, Marketing, Finance, Economics
University of Oklahoma 1967 — 1971
BS, Accounting & Economics
PricewaterhouseCoopers LLP July 2014 - Present
PricewaterhouseCoopers, LLP March 2004 - Present
Travelers Property and Casualty Insurance December 2002 - March 2004
GE Capital-Structured Finance Group January 2001 - January 2002
Arthur Andersen January 1996 - January 2001
Skills
SEC filings, Internal Controls, Due Diligence, Finance, Accounting, Financial Services, Mergers, Asset Managment, Forecasting, Insurance, Auditing, Investments, Mergers & Acquisitions, Financial Accounting
Education
Graduate of University of Connecticut 1994 — 1996
BS, Accounting
The University of Connecticut School of Business 1994 — 1996
Bachelor of Science (B.S.), Accounting
Conard High School 1988 — 1992
Deloitte January 2014 - Present
Deloitte August 2012 - January 2014
Deloitte January 2010 - August 2012
Deloitte June 2006 - February 2010
Deloitte June 2003 - May 2006
Deloitte May 2002 - June 2003
Arthur Andersen 2000 - 2002
Computer Troubleshooters 1998 - 2000
Skills
Project Management, Integrated Marketing, Internal Communications, Corporate Communications, Management, Management Consulting, Change Management, Strategic Communications, Social Media, Business Strategy, Crisis Communications, Communication Training, Newsletters, Marketing Strategy, Program Management, Organizational Design, Business Analysis, Strategy, Communications Planning, Strategic Planning, Thought Leadership, SharePoint, Marketing Communications, Content Management, Business Process..., Public Relations, Social Media Marketing, Corporate Social..., Leadership, Press Releases, Media Relations, Market Research, Proposal Writing
Education
The University of Georgia 1993 — 1996
BA, Journalism
Massachusetts Development Finance Agency July 2007 - December 2010
Massachusetts Development Finance Agency August 2005 - July 2007
CCR LLP 2002 - 2005
Atkins Nutritionals, Inc. 2000 - 2002
Primedia Inc. August 1999 - December 2000
Primedia June 1996 - August 1999
EMI Music 1995 - 1996
Arthur Andersen 1995 - 1995
Dun & Bradstreet 1992 - 1995
IBM Credit Corporation 1989 - 1989
Skills
Financial Services, ITIL
Education
The University of Connecticut School of Business 1985 — 1990
BS
Livingstone April 2012 - Present
Livingstone September 2008 - April 2012
Lazard April 2003 - August 2008
Lehman Brothers 2000 - 2002
Arthur Andersen 1994 - 1998
Skills
M&A experience, Financial Modeling, Private Equity, Business Valuation, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, LBO, Mergers, Due Diligence, Capital Markets, Equities, Venture Capital, Corporate Development, Investments, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science (B.S.), Accounting
Vulcan USA January 2009 - Present
DLC November 2007 - January 2009
Abbott Laboratories 1999 - 2006
Arthur Andersen 1996 - 1999
Skills
Financial Modeling, Accounting, Financial Reporting, Strategic Financial..., Mergers & Acquisitions, Forecasting, Financial Analysis, Acquisition Integration, Business Strategy, Business Planning, Due Diligence, Sarbanes-Oxley Act, Managerial Finance, External Audit, Management Consulting, Corporate Finance, Business Development, Start-ups, Internal Audit, Strategy
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance & Economics
University of Illinois at Urbana-Champaign - College of Business 1991 — 1996
BS, Accounting
The University of Chicago
Finkler & Company, CPAs July 2015 - Present
Protiviti July 2002 - October 2007
Arthur Andersen 1999 - 2002
American Shores 1994 - 1999
Skills
Marketing Strategy, Marketing Communications, Marketing, Strategic Planning, Management, Leadership, New Business Development, Account Management
Education
The University of Akron 1990 — 1994
Copley
Silverstein Realty Group 2013 - Present
Chemplate Industries June 2010 - November 2012
HSBC 2008 - December 2009
ABN AMRO Asset Management February 2005 - May 2007
LaSalle Bank Corporation February 2000 - February 2005
SBC/Ameritech October 1999 - January 2000
Arthur Andersen February 1993 - September 1997
Skills
Banking, Financial Analysis, Financial Modeling, Capital Markets, Treasury Management, Portfolio Management, Basel II, Corporate Finance, Credit Risk, Middle Market, Essbase, Commercial Banking, Asset Managment, Cash Management, Financial Risk, Risk Management, Investments, Credit Analysis, Financial Services, Fixed Income
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Accounting
NCC SVPNational City Bank2001 - 2007
Arthur Andersen 1993 - 2001
Education
The University of Akron 1985 — 1990
TRC Companies January 2002 - Present
Arthur Andersen 1998 - 2001
Skills
Financial Reporting, SEC reporting, Auditing, Accounting, SEC filings, Consolidation, GAAP, Sarbanes-Oxley Act, Revenue Recognition
Education
The University of Connecticut School of Business 1994 — 1998
Bachelor's degree, Accounting
Deloitte September 2005 - Present
Arthur Andersen September 1995 - April 2002
Skills
Auditing, Internal Controls, IFRS, Due Diligence, Corporate Tax, External Audit, Financial Reporting
Education
The University of Georgia 1987 — 1992
BBA, Accounting
University of Georgia - Terry College of Business 1987 — 1991
Accounting
Garden Homes Management Corporation November 2012 - Present
Affinion Group April 2011 - October 2012
Webloyalty May 2009 - August 2011
Vogel & Co. January 1998 - April 2009
The Coca-Cola Bottling Company of New York 1990 - 1997
Cola-Cola New York 1990 - 1997
Vestron Inc 1988 - 1990
Arthur Andersen 1985 - 1988
Education
The University of Connecticut School of Business 1981 — 1985
Adams Street Partners 2007 - Present
PPM America, Inc. 2001 - 2007
Frye-Louis Capital Advisors 1998 - 2001
Heller Financial 1997 - 1998
Arthur Andersen 1993 - 1997
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Economics, Finance
University of Wisconsin-Madison 1989 — 1993
BBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1989 — 1993
BBA, finance, accounting
Citi August 2014 - Present
PMI Tampa Bay January 2013 - Present
JPMorgan Chase & Co. October 2006 - May 2008
PwC March 2006 - October 2006
Walt Disney Parks & Resorts Online May 2002 - December 2005
Arthur Andersen December 1999 - April 2002
Propeller Interactive Design & Development November 1998 - May 1999
Skills
PMP, SDLC, Visio, MS Project, Requirements Analysis, SharePoint, Project Planning
Education
The University of Kansas 1995 — 1998
Bachelor Science in Business Administration, with a Concentration in International Business
Wells Fargo May 2008 - Present
Wachovia Bank December 1999 - December 2007
Sea-Land Service, Inc. April 1995 - December 1999
American Airlines August 1989 - April 1995
Arthur Andersen June 1985 - August 1987
Skills
Financial Modeling, Financial Analysis, Forecasting, Credit Risk, Negotiation, Valuation, Transaction Structure, Strategic Planning, Capital Budgeting, Risk Management, Cash Flow Forecasting, Analysis, Strategic Financial...
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Business, Finance
The University of Kansas 1981 — 1985
BSB, Accounting & Business Administration
Cardinal Health January 2012 - Present
The Scotts Miracle-Gro Company March 2005 - January 2012
KPMG October 2002 - March 2005
PwC May 2002 - September 2002
Arthur Andersen September 1998 - May 2002
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Tax Research, SAP, Mergers, Sales Tax, Microsoft Excel
Education
The University of Akron 1996 — 1998
Masters, Taxation
University of Akron School of Law 1995 — 1998
West Liberty University 1991 — 1995
BS, Accounting
Mondelēz International September 2015 - Present
Kraft Foods Group October 2012 - July 2015
Kraft Foods 2006 - October 2012
Houlihan Lokey 2003 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Arthur Andersen 1994 - 1996
Skills
Divestitures, Mergers & Acquisitions, Corporate Development, Corporate Finance, Investment Banking, P&L Management, Acquisition Integration, Competitive Analysis, Restructuring, M&A experience, Financial Analysis, Finance, Business Strategy, Due Diligence, Strategy, Private Equity, Financial Modeling, Valuation
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Economics
University of Chicago Law School 1996 — 2000
JD
University of Wisconsin-Madison 1990 — 1994
BBA/BS, Accounting & Mathematics
LBC Credit Partners April 2012 - Present
Orchard First Source Capital July 2007 - April 2012
Bank of America Business Capital September 1998 - June 2007
Arthur Andersen 1995 - 1998
Skills
Private Equity, Corporate Finance, Mergers, Capital Markets, Structured Finance, Portfolio Management, Leveraged Finance, Financial Structuring, LBO, Credit, Equities, Loans, Asset Based Lending, Mezzanine, Loan Origination, Underwriting, Cash Flow, Financial Services, Middle Market, Capital, Mergers & Acquisitions, Due Diligence, Financial Modeling
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Finance/Strategy
University of Illinois at Urbana-Champaign 1991 — 1995
B.S., Accountancy
Georgia FBLA QA AnalystThomson Reuters Tax & AccountingMarch 2004 - June 2005
Ernst & Young 1996 - 2002
Arthur Andersen 1994 - 1996
Education
The University of Georgia 1990 — 1994
Allergan April 2014 - June 2015
Allergan January 2013 - March 2014
Allergan August 2010 - December 2012
Black & Decker HHI March 2006 - July 2010
Black & Decker HHI March 2005 - March 2006
Brunswick Corporation February 2004 - November 2004
Brunswick Corporation March 2002 - February 2004
Arthur Andersen July 1995 - August 1999
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
BA, Accountancy
Windham Brannon March 2014 - Present
Morris, Manning & Martin, LLP June 2010 - February 2014
Sutherland Asbill & Brennan LLP May 2002 - June 2010
Arthur Andersen 2000 - 2002
Fulton County 1998 - 2000
Skills
Legal Research, Corporate Law, Employment Law, Recruiting, Legal Writing
Education
The University of Georgia 1994 — 1998
Bachelor of Education (BEd), Early Childhood Education and Teaching
Mercury Payment Systems 2009 - 2013
Intermec Technologies 2003 - 2009
Intermec Technologies 2000 - 2003
Intermec Technologies 1997 - 2000
Arthur Andersen 1978 - 1979
Skills
Solution Selling, Direct Sales, Business Alliances, Channel Partners, Channel, Strategic Partnerships, Channel Sales, Go-to-market Strategy, SaaS, Partner Management, Multi-channel Marketing, Account Management, Resellers, Salesforce.com, Sales Management, New Business Development, Enterprise Software
Education
University of Kansas
Bachelor of Science (BS)
University of Kansas - Graduate School of Business
MS
KPMG HR ManagerThe Athlete's Foot1995 - September 1997
Arthur Andersen 1990 - 1995
Education
The University of Georgia 1986 — 1988
BA in Journalism, Public Relations and Business
St. Mary's School 1982 — 1986
Associates, education
Lewis & Company January 1994 - Present
Sheinin & Company 1989 - 1993
Arthur Andersen 1985 - 1988
Skills
Tax, Income Tax, Corporate Tax, Trusts, International Tax, Tax Advisory, Tax Accounting, Tax Returns, Tax Preparation, Tax Law, Transfer Pricing, Mergers & Acquisitions, Business Advisory, Personal Tax Planning, Estate Tax Planning, High Net Worth..., Financial Planners, Tax Research, Estate Planning, Strategic Financial..., US GAAP
Education
The University of British Columbia 1979 — 1985
BCOMM, Accounting
St. Georges High School, Vancouver
Charles Schwab 2010 - Present
UBS July 1993 - April 2010
Arthur Andersen 1989 - 1993
Skills
Auditing, Wealth Management, Series 63, Qualified Chartered..., Operational Risk..., Series 7, Series 9/10, Series 24, Series 4, Series 65
Education
The University of Edinburgh 1984 — 1988
BSc, Mathematics
Holyrood Secondary 1978 — 1984
Workday July 2011 - Present
PricewaterhouseCoopers February 2010 - July 2011
marcheinze.com corporation 2004 - February 2010
MarketSphere Consulting October 2006 - November 2008
Cap Gemini Ernst & Young October 2001 - August 2004
Arthur Andersen 1999 - 2001
Ernst & Young June 1998 - February 1999
Ernst & Young January 1998 - June 1998
State of Kansas Department of Administration May 1996 - October 1997
Office of Lieutenant Governor Sheila Frahm January 1995 - June 1995
Skills
Workday, Benefits Administration, Global Benefits, SaaS, Product Management, Software Development, Enterprise Software, Affordable Care Act, Process Improvement, Management Consulting, Management, Human Resources, Human Capital Management, Employee Wellness..., Corporate Wellness, PeopleSoft
Education
University of Kansas 1991 — 1996
Bachelor of Arts, Political Science
Morgan Stanley 2000 - Present
Lehman Brothers 1995 - 2000
Stern Stewart & Co. 1992 - 1995
Arthur Andersen 1990 - 1992
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Chicago 1985 — 1989
BA, Economics
Charterhouse School 1984 — 1985
Moses Brown School 1971 — 1984
DNB Markets 2010 - Present
Ladenburg Thalmann 2009 - 2009
Priority Capital Management LLC 2008 - 2009
JPMorgan 1998 - 2008
Arthur Andersen 1992 - 1996
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
University of Pennsylvania 1988 — 1992
BA, Diplomatic History
University of Pennsylvania - The Wharton School 1988 — 1992
BSE
DHL July 2012 - Present
Limited Stores November 2007 - June 2012
Worthington Industries November 2005 - November 2007
Exel October 2004 - October 2005
Ernst & Young October 2000 - October 2004
Arthur Andersen September 1995 - October 2000
Education
The University of Akron 1991 — 1995
BS, Accounting
Evergreen Consulting & Associates, L.L.C. January 2010 - Present
NACCO Industries, Inc. September 2003 - January 2010
Agilysys August 2000 - September 2003
Agilysys formerly known as Pioneer Standard Electronics 2001 - 2003
Pioneer Standard Electronics 2000 - 2003
Homeowners Association 1999 - 2003
Arthur Andersen December 1991 - August 2000
Skills
Accounting, Investor Relations, Financial Analysis, Financial Reporting, Budgeting, Forecasting, Excel, Auditing, Manufacturing, Due Diligence, PowerPoint, Business Planning, Budgets, US GAAP, SEC filings, Analysis, Mergers & Acquisitions
Education
USC - Berkley 2004 — 2007
Certificate in Investor Relations, Investor Relations
University of Akron 1987 — 1991
BS, Accounting
Gartner April 2013 - Present
GE May 2005 - April 2013
KPMG July 2003 - May 2005
PwC June 2002 - May 2003
Arthur Andersen March 1996 - June 2002
Ernst & Young August 1991 - March 1996
Skills
Tax, Due Diligence, Mergers, Financial Analysis, Tax Law, Tax Research, Tax Advisory, State & Local Tax, Controversies/Audit..., Compliance, Risk Assessment, Investigation, State Tax, Mergers & Acquisitions
Education
The University of Connecticut School of Law 1987 — 1990
Juris Doctor, Law
The University of Connecticut School of Business 1982 — 1987
BS, Business Administration
Sacred Heart Academy 1978 — 1982
Experian 2003 - Present
Experian Marketing Services 1999 - 2003
Experian 1996 - 1999
Experian 1994 - 1996
TRW 1990 - 1994
Blue Cross Blue Shield of Ohio 1985 - 1990
Arthur Andersen 1980 - 1985
Skills
Acquisition Integration, Forecasting, Financial Analysis, Pricing, Mergers, Mergers & Acquisitions, Analytics, Finance, Strategy, Process Improvement, Auditing, Business Process..., Business Analysis, Budgeting, Competitive Intelligence, Profit and Loss..., Strategic Planning, Revenue Management, Project Management, Problem Solving, Product Profitability, Accounting, Staff Development, Financial Modeling, Managerial Finance, Strategic Financial..., Business Planning, Risk Management, Sarbanes-Oxley Act, Cross-functional Team..., Financial Planning
Education
Case Western Reserve University - Weatherhead School of Management 1993 — 1994
Select courses leading to an MBA
The University of Akron 1976 — 1980
B.S, Accounting
PricewaterhouseCoopers April 2007 - Present
PwC April 2000 - June 2007
Arthur Andersen April 1995 - March 2000
Lend Lease June 1993 - March 1995
Branch and Associates June 1991 - May 1993
Skills
Research and..., Section 199..., Fixed Asset..., Management, Section 382 Loss...
Education
The University of Georgia 1986 — 1991
BBA, Accounting
University of Georgia - Terry College of Business 1986 — 1991
BBA, Accounting
New Mexico PERA January 2014 - Present
Montgomery County Public Schools August 2011 - January 2014
Baker Capital August 1998 - July 2011
SBC Warburg October 1996 - July 1998
Nomura July 1996 - October 1996
Arthur Andersen September 1991 - June 1994
Skills
Private Equity, Hedge Funds, Valuation, Investments, Venture Capital, Asset Managment, Investment Banking, Financial Modeling, Alternative Investments, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Mergers, Corporate Finance, Financial Analysis, Start-ups, Strategy, Financial Structuring, Corporate Development, Equities, Structured Finance, Finance, Leveraged Finance, Financial Services, Mutual Funds, Mezzanine, Executive Management, Capital, Acquisitions, Emerging Markets, Portfolio Management, Investment Management, LBO, Private Placements, Investor Relations, Asset Allocation, Capital Markets, Equity Research, Investment Strategies, Fund Of Funds, Fixed Income, Growth Capital, Equity Valuation, Asset Management, IPO, M&A experience, Investment Advisory, Securities, Institutional...
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS
Golub Capital October 2010 - Present
Tygris Commercial Finance October 2009 - September 2010
Tygris Commercial Finance January 2009 - October 2009
Merrill Lynch Capital 2007 - 2008
GE Commercial Finance 2001 - 2007
Heller Financial 1995 - 2001
Sears Roebuck & Co. 1992 - 1995
Arthur Andersen 1985 - 1992
Education
The University of Chicago Booth School of Business 1994 — 1998
MBA, Finance and Business Policy
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Accounting
Benet Academy
KPMG September 2010 - Present
KPMG May 2008 - September 2010
KPMG Audit 2006 - 2008
KPMG Audit 2003 - 2006
Arthur Andersen 2001 - 2002
Skills
SEC filings, Financial Reporting, Accounting, CPA, Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Private Equity, US GAAP, Internal Audit, IFRS, Financial Accounting, Tax, Enterprise Risk..., Financial Modeling, GAAP, Corporate Finance, Due Diligence
Education
The University of Kansas
Groupon January 2015 - Present
PepsiCo June 2010 - January 2015
PepsiCo October 2008 - June 2010
PepsiCo August 2007 - October 2008
PepsiCo September 2005 - August 2007
KPMG May 2002 - August 2003
KPMG LLP Corporate Recovery 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Financial Analysis, Restructuring, Financial Modeling, Forecasting, Finance, Business Strategy, Competitive Analysis, Financial Planning, Strategic Planning
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance and Strategy
The University of Michigan Ross School of Business
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Kaiser Permanente 2010 - Present
Kaiser Permanente IT 2010 - Present
Kaiser Foundation Health Plan 2010 - Present
Hitachi Consulting January 2000 - July 2010
Hitachi Consulting 2000 - 2010
HITACHI 2000 - 2010
Arthur Andersen 1998 - 2000
The Coca-Cola Company 1994 - 1998
Skills
Business Process..., Program Management, Business Intelligence, Strategy, Business Analysis, Management, Management Consulting, Change Management, Business Process, Process Improvement
Education
University of Nevada-Reno 1991 — 1993
MBA, Logistics Management
The Ohio State University Fisher College of Business 1985 — 1988
BSBA, Operations Management
Weber Furniture Service September 2000 - Present
Arthur Andersen June 1990 - September 2000
Skills
New Business Development, Strategic Planning, Furnishings, Furniture, Contract Negotiation, Customer Service, Team Building, Budgets, Account Management, Business Strategy, Negotiation, Interior Design, Public Speaking, Financial Analysis, Entrepreneurship, Start-ups
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Marketing, Finance
University of Chicago 1971 — 1976
Bachelor's degree, Mathematics
Novelis April 2014 - Present
Bekaert January 2013 - April 2014
Bekaert June 2010 - December 2012
Bekaert May 2006 - June 2010
Delaware Consulting 2004 - 2006
Deloitte Belgium 2002 - 2004
Arthur Andersen 2000 - 2002
Atos Origin 1998 - 2000
BANK J. VAN BREDA AND CO September 1996 - April 1998
Skills
SAP R/3, SAP, ERP, Change Management, Business Process..., Business Analysis, Management Consulting, Business Process, Process Improvement, Business Intelligence, Project Management, Microsoft Excel, Hyperion Enterprise, Strategic Financial..., Management, SAP ERP, Hyperion
Education
The University of Chicago - Booth School of Business 2012 — 2012
Post Graduate, Mergers & Acquisitions, n/a
The University of Chicago - Booth School of Business 2012 — 2012
Post graduate, Mergers & Acquisitions, n/a
Case Western Reserve University - Weatherhead School of Management 2008 — 2011
MBA, strategic management
Universitat de Barcelona 1995 — 1996
master, applied economics
University of Leuven 1991 — 1996
bachelor, applied economics
sint michielscollege schoten 1985 — 1990
ZoomTax, LLC January 2005 - Present
PricewaterhouseCoopers March 1999 - January 2005
Arthur Andersen September 1997 - May 1998
Skills
Accounting, CPA, Tax, International Tax, Auditing, Income Tax, Tax Law, Financial Reporting, GAAP, Financial Analysis, Corporate Tax, Finance
Education
The Ohio State University Fisher College of Business 1994 — 1997
BSBA, Accounting and Finance
Kostin, Ruffkess & Company, LLC November 1991 - Present
Arthur Andersen June 1988 - October 1991
Education
The University of Connecticut School of Law
jd
Eaton Corporation September 2008 - Present
Greif March 1999 - August 2008
Insilco November 1995 - March 1999
Cardinal Health October 1994 - November 1995
Arthur Andersen January 1986 - September 1990
Skills
Principal Structures, FAS 109 (ASC 740), APB 23, Sarbanes-Oxley, Maquiladora Structures, Operational/Strategic..., Acquisition Integration, TaxStream, Process Improvement, Financial Accounting, Financial Analysis, US GAAP, Tax, Financial Reporting, Internal Audit, International Tax, Internal Controls, ERP, Financial Audits, Hyperion Enterprise, IFRS, Sarbanes-Oxley Act, Accounting, SEC filings, Auditing, Strategy, Consolidation, Cross-functional Team..., CPA, Forecasting, Mergers & Acquisitions
Education
University of Tulsa 2010 — 2013
MT
The Ohio State University - The Max M. Fisher College of Business
BSBA
Princeton High School
Protiviti May 2002 - Present
Arthur Andersen September 2000 - May 2002
Authur Andersen LLP 1995 - 2000
Skills
Strategy, Business Intelligence, Leadership, Management Consulting, Business Process..., Data Analysis, Information Technology, Risk Management, Performance Management, Financial Analysis, Management, Consulting, Mergers & Acquisitions, Governance, CRM
Education
The University of Dallas 1994 — 1996
MBA, MIS
University of Central Oklahoma 1979 — 1983
BS, Accounting
Duravant/Fischbein LLC 2007 - May 2014
Pro Mach, Inc. 1998 - 2005
Greenfield Industries, Inc. 1996 - 1998
Shaw Industries 1995 - 1996
Arthur Andersen 1982 - 1995
Skills
Sales, Portfolio Management, Lean Manufacturing, Project Management, New Business Development, Start-ups, Business Planning, Marketing, Turn Around Management, Private Equity, Mergers, Strategy, Leadership
Education
The University of Georgia 1979 — 1982
BBA, Accounting
University of Alabama 1978 — 1979
Self Employed 2006 - Present
KPMG 2011 - 2011
Schneider Electric 2011 - 2011
Aquent 2011 - 2011
Resource Center 2010 - 2010
Andersen Business Consulting 1994 - 2002
Arthur Andersen 1994 - 2002
Education
The School of the Art Institute of Chicago 2006 — 2008
Master of Design, Designed Objects
PeopleFirm, LLC February 2012 - Present
TELUS September 2006 - February 2012
Hitachi Consulting July 2002 - August 2006
Arthur Andersen September 1996 - July 2002
Skills
Change Management, Outsourcing, PMO, Procurement, Business Transformation, Business Intelligence, Process Improvement, Financial Modeling, Channel Optimization, Program Management, Organizational Design, Organizational..., Organizational Change, Organizational Structure, Management Consulting, Business Acumen, Financial Analysis, Knowledge Management, Strategic Planning, Problem Solving, Telecommunications, Team Management, Organizational..., Business Analysis, Management, Business Process, Leadership, Cross-functional Team...
Education
Institute of Chartered Accountants of BC 1996 — 2009
CA, Accounting
The University of British Columbia 1993 — 1996
B.Comm, Accounting
Akamai Technologies April 2013 - Present
Akamai Technologies November 2011 - April 2013
PricewaterhouseCoopers January 2003 - November 2011
Arthur Andersen May 2001 - August 2001
Skills
US GAAP, SEC filings, CPA, Mergers & Acquisitions, GAAP, Sarbanes-Oxley Act, Corporate Tax, International Tax, SEC Filings, Tax Accounting, Tax Research, Tax, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Analysis, Income Tax, Financial Accounting, Management, Big 4
Education
The University of Connecticut School of Business 2002 — 2002
M.S. in Accounting, Tax
The University of Connecticut School of Business 2000 — 2002
BSBA, Accounting
WesternZagros Resources Ltd August 2011 - Present
Marathon Oil Canada Corporation October 2007 - July 2010
Marathon Oil Company 2007 - 2010
Shell Canada Ltd. 2002 - 2006
Arthur Andersen 1996 - 2002
Skills
Sarbanes-Oxley Act, Financial Modeling, Risk Management, Auditing, Mergers & Acquisitions, Petroleum, Energy, Financial Analysis, Internal Controls, Finance, Financial Accounting, Due Diligence, Natural Gas, Financial Reporting, Accounting, Change Management, Management
Education
The University of British Columbia 1992 — 1996
Bachelor of Commerce (B.Com.)
University of BC
Travelers April 2010 - Present
Deloitte 2005 - 2010
Accenture 2001 - 2003
Arthur Andersen 1998 - 2002
Skills
SAS programming, IT Audit, Business Analysis, SDLC, Data Analysis, Business Process, Business Intelligence, Business Process..., Consulting, IT Strategy, Process Improvement, Strategy, Project Management, Risk Management, SQL, Management
Education
The University of Connecticut School of Business 1994 — 1998
BS, Management Information Systems
New Milf
New Milf
New Milf
Central Cadillac January 2002 - Present
Arthur Andersen December 1994 - January 2002
Skills
Accounting, US GAAP, Variance Analysis, Internal Controls, Financial Reporting, SEC filings, Auditing, Financial Analysis, Financial Accounting, Cash Management, Forecasting
Education
The University of Akron 1992 — 1994
BS, Accounting
The University of Akron 1990 — 1994
Bachelor of Accounting, Accounting
Southern Methodist University March 2011 - January 2015
First American / CoreLogic November 2005 - September 2010
Bombardier Aerospace December 2001 - September 2005
Arthur Andersen November 2000 - September 2001
Skills
Cash Management, Accounting, Finance, Internal Controls, Variance Analysis, Auditing, Internal Audit, Banking, Journal Entries, Accruals, Treasury, Treasury Management, Financial Risk, Cash Flow Forecasting, Team Building, Investments, Business Process, Oracle, Financial Analysis, Account Reconciliation, Cash Flow, Process Improvement, Microsoft Excel, PeopleSoft, Analysis, Accounts Payable, Accounts Receivable, Management, Risk Management, Leadership, Tax
Education
The University of Texas at Dallas 1997 — 1999
Accounting
The University of Dallas
Bank of America November 2006 - Present
Capital One November 2002 - November 2004
ARTHUR ANDERSEN April 1997 - April 2002
Education
The University of Georgia 1977 — 1981
BS, Computer Science
Canopy Investment Advisors March 2012 - Present
GMAC Commercial Mortgage (Capmark) 1998 - 2009
GMAC Institutional Advisors - Realpoint 2000 - 2002
Fannie Mae March 1997 - October 1998
Arthur Andersen 1992 - 1995
Skills
CMBS, Real Estate Economics, Structured Finance, Securitization, Valuation, Financial Modeling, Asset Managment, Due Diligence, Investments, Portfolio Management, Underwriting, Financial Analysis, Credit Analysis, Bonds, Finance, ABS, Mezzanine, Asset Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
University of Maryland College Park 1988 — 1992
BS, Accounting
Pinehill Investments, Inc. January 2013 - Present
M. S. Garrett, LLC 2011 - 2013
Abrams Properties, Inc. a subsidiary of Servidyne, Inc. 1989 - 2011
Servidyne, Inc. 1997 - 2003
Post Development, Inc. fka Glenridge Properties, Inc. 1981 - 1987
Arthur Andersen 1977 - 1981
Skills
Finance, Mergers, Accounting, Real Estate, Due Diligence, Strategic Planning, Asset Managment
Education
The University of Georgia
BBA, Accounting
Recovery Network of Programs, Inc. 1988 - Present
Arthur Andersen 1986 - 1988
Skills
Financial Reporting, GAAP, Auditing, Financial Analysis, Internal Controls, Managerial Finance, Accounts Payable, Cost Accounting, Budgets, Finance, Forecasting
Education
The University of Connecticut School of Business 1981 — 1985
Bachelor of Science (B.S.), Accounting
law firm March 2006 - Present
Arthur Andersen 1995 - 1998
Skills
Accounting, Financial Accounting, General Ledger, Due Diligence, Accounts Payable, Financial Reporting, Account Reconciliation, Auditing, Accounts Receivable, QuickBooks
Education
The University of Connecticut School of Business
Bachelor of Science (BS), Accounting
MCPc June 2014 - Present
MurTech Consulting September 2012 - May 2014
Robert Half Technology December 2011 - June 2012
Volt Technical Resources October 2004 - May 2009
Excell Data Corporation January 2003 - December 2003
Arthur Andersen 2000 - 2003
Skills
Management, Process Improvement, Help Desk Support, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Supply Chain Management, Customer Service, Microsoft Word, Access, Troubleshooting, Technical Support, Active Directory, Software Installation, Hardware
Education
The University of Akron
Bachelor of Business Administration (B.B.A.), Information Systems Management, Graduated Cum Laude
The University of Akron
Bachelor of Business Administration (B.B.A.), Supply Chain\Operations Management, Graduated Cum Laude