Coopers & Lybrand
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Coopers & Lybrand Employees
Cronin & Company, LLC January 2005 - Present
Overton Consulting, LLC October 2007 - Present
Chiltington International, Inc. January 2003 - December 2005
Vesta Insurance Group, Inc. January 1999 - October 2002
Tait Advisory Services September 1997 - October 2002
Ernst & Young, LLP 1993 - 1997
Coopers & Lybrand 1985 - 1991
Skills
Insurance, Mergers, Property & Casualty..., Reinsurance, Underwriting, Auditing, Financial Analysis, Financial Risk, Commercial Insurance, Claim, General Insurance, Captives, Mergers & Acquisitions, Small Business, Executive Management, Finance, Financial Services, Tax, Due Diligence, Management, Risk Management, Leadership, Strategic Planning
Education
Lewis University 1979 — 1982
BA, Accounting
University of Illinois 1978 — 1979
PBO Consulting October 2006 - Present
Yorktowne Cabinetry December 1998 - October 2006
Black & Decker June 1994 - December 1998
Black & Decker January 1994 - June 1994
Black & Decker March 1992 - January 1994
Black & Decker October 1985 - March 1992
Black & Decker June 1983 - October 1985
Black & Decker October 1981 - June 1983
Black & Decker February 1979 - October 1981
Coopers & Lybrand December 1975 - February 1979
Skills
Acquisition Integration, SAP, Accounting, Forecasting, Finance, Business Process, Strategic Planning, Budgets, Lean Manufacturing, Manufacturing, Project Management, ERP, Management
Education
University of Wisconsin-Madison - School of Business
Elkay Leadership Program
University of Chicago - Graduate School of Business
Strategic Sales & Marketing Management Program
Penn State University
The Program for Logistics Executives
Loyola University Maryland 1978 — 1981
MBA, Finance
Susquehanna University 1972 — 1976
BS, Accounting
Taylor Leibow LLP Chartered Accountants September 1993 - Present
Ancaster Blizzard Fastball May 2011 - Present
Ancaster Alligators Swim Team September 2010 - Present
DeGroote School of Business at McMaster University January 2008 - December 2013
Vine and Parters Chartered Accountants November 1991 - September 1993
Coopers & Lybrand September 1988 - November 1991
Skills
Business Valuation, Litigation Support, Economic Loss..., Valuation, Mergers, Personal Injury, Teaching, Financial Analysis, Coaching, Economics, Mergers & Acquisitions, Business Strategy, Litigation, Courts, Accounting, Entrepreneurship, Tax, Leadership, Financial Accounting
Education
Canadian Institute of Chartered Business Valuators 1994 — 1997
CBV, Business Valuation and Litigation Support
Canadian Institute of Chartered Accountants and the Institute of Chartered Accountants of Ontario 1988 — 1989
CA, Chartered Accounting
McMaster University 1984 — 1988
BComm, Finance, Accounting and Economics
Westmount 1979 — 1983
Citi May 2014 - Present
Citi February 2012 - April 2014
Citi May 1999 - January 2012
Citi June 1993 - April 1999
Citi September 1989 - May 1993
Coopers & Lybrand June 1985 - August 1989
New York Life Insurance Company September 1983 - May 1985
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Banking, Accounting, Finance, Mergers & Acquisitions, Financial Risk, Due Diligence, Equities
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
MS, Accounting
LIU Post 1979 — 1983
BA, Economics
Chaminade High School - Mineola, NY 1975 — 1979
Texas A&M University 2015 - Present
LexisNexis 2007 - Present
National Underwriter Company July 2010 - Present
Thomas Jefferson School of Law July 2007 - June 2015
Nolcha Fashion Week January 2005 - December 2014
University of the Witwatersrand 1997 - 2014
St. Thomas University 2000 - 2006
Regent University 1998 - 2000
Coopers & Lybrand February 1997 - June 1998
4th Circuit Court of Appeal August 1990 - June 1992
Education
International Bureau of Fiscal Documentation 1992 — 1995
Fellowship
University of Amsterdam 1992 — 1995
LLM
Loyola University New Orleans College of Law 1989 — 1992
civil
Tulane University 1984 — 1989
Poly Econ
Benjamin Franklin High School 1981 — 1984
Highschool
Thomas Jefferson School of Law 2007 — 2015
Assoc. Dean
St. Thomas University School of Law 2000 — 2006
ReconOne Consulting December 2002 - Present
Alberta Health Services March 2012 - April 2013
Eclipse Computing August 2010 - January 2012
Oracle (formerly PeopleSoft) 1996 - 2002
ERP Consulting January 1992 - January 1996
CIBC January 1990 - January 1991
RBC (formerly Royal Trust) January 1987 - January 1990
Bombardier Aerospace January 1983 - January 1987
PwC January 1976 - January 1983
Coopers & Lybrand January 1972 - January 1976
Skills
Project Management..., Project Processes..., Project Components and..., Team Management..., Microsoft Dynamics AX..., Microsoft Dynamics NAV..., PeopleSoft Financials, Oracle Financials, Project Management, Delegation, PeopleSoft, Software Project..., Oracle E-Business Suite, Program Management, Financials, Business Process, Business Intelligence, SDLC, Project Planning, ERP, Contract Negotiation, Risk Management, PMO, Negotiation, CRM, Management, Outsourcing, Vendor Management, Requirements Gathering, PMP, Strategic Leadership, Integration, Business Analysis, Requirements Analysis, Business Process..., Enterprise Software, Change Management, Strategy, IT Strategy, SaaS, Leadership, Analysis, Consulting, Project Delivery, Professional Services, Cloud Computing, Business Process..., Process Improvement, Enterprise Architecture, Management Consulting
Education
McGill University 1969 — 1975
CA, Chartered Accountant
McGill University 1969 — 1975
Degree, Accounting
Southwark College 1968 — 1969
GCE O Levels
McGladrey June 2011 - Present
Bruce V Bush CPA January 2011 - May 2011
KPMG LLP July 1994 - November 2010
PricewaterhouseCoopers November 1990 - June 1994
Coopers & Lybrand August 1985 - September 1990
Skills
Forensic Accounting, Forensic Analysis, Internal Investigations, Internal Controls, Auditing, SEC compliance, Financial Analysis, Financial Modeling, Litigation Support, Financial Reporting, SEC, Tax, Accounting, Corporate Fraud..., Expert Witness, IT Audit, Fraud, Restatements, Due Diligence, CPA, Financial Statements, Financial Audits, Risk Assessment, US GAAP
Education
Texas A&M University-Commerce 1998 — 2001
MBA, Ecomomics
Metropolitan State University of Denver 1977 — 1980
Bachelor's Degree, Accounting
Murphy Company November 2011 - Present
Monaco RV September 1997 - November 2011
Coopers & Lybrand 1991 - 1996
Skills
Manufacturing, Forecasting, Inventory Management, Negotiation, P&L Management, Strategic Planning, Process Improvement, Operations Management, Customer Service, Change Management, Strategy, Management, ERP, Mergers & Acquisitions, Lean Manufacturing, Microsoft Excel, Project Management, Project Planning, Budgets, Continuous Improvement, Financial Analysis, Leadership, Team Building, Accounting, Finance
Education
Willamette University - Atkinson Graduate School of Management 2009 — 2011
MBA, Business
Linfield College 1984 — 1991
BS, Management
Blackhawk Enterprise Incorporated July 2012 - Present
Griffin Pipe Products Co., Inc. August 2000 - November 2010
Griffin Pipe March 1999 - August 2000
Griffin Pipe April 1998 - March 1999
Lynchburg Covenant Fellowship May 1996 - April 1998
Lynchburg College August 1995 - April 1996
Intermet Foundries June 1993 - June 1995
Coopers & Lybrand July 1992 - May 1993
Skills
Financial Accounting, Cost Accounting, Financial Analysis, Financial Reporting, Strategic Planning, Problem Solving, Continuous Improvement, Time Management, Manufacturing, Budgets, Accounting, Accounts Payable, Variance Analysis, Analysis, Accounts Receivable, Forecasting, Management
Education
Lynchburg College 1990 — 1992
BA
Emerson Electric Co. 1994 - Present
Rosemount, Inc. (subsidiary of Emerson Electric Co.) 1992 - 1994
Emerson Electric Co. 1985 - 1992
Coopers & Lybrand 1975 - 1985
Skills
Excellent oral and..., Experienced in..., Experienced managing..., Directing and managing..., Experienced in..., Negotiated fee..., Negotiated cost sharing..., Experienced in applying..., Developed and presented..., Recruiting, Budgets, Forecasting, Management, Human Resources, Contract Negotiation, Auditing, Project Planning, Manufacturing, Operations Management, Mergers & Acquisitions, Finance, Accounting, Business Process...
Education
Saint Louis University 1988 — 1991
Master of Business Administration (MBA), Finance, General
Miami University 1971 — 1975
Bachelor of Science (B.S.), Accounting
Dougherty Mortgage, LLC February 2015 - Present
Aberdeen Seniors Housing Advisors, LLC November 2014 - February 2015
Capital One Commercial Banking June 2014 - October 2014
Beech Street Capital June 2012 - May 2014
Red Capital Group August 2011 - June 2012
Rockport Mortgage Corp. 2004 - 2011
Aberdeen Healthcare Advisors 2000 - 2004
ZA Consulting 1995 - 2000
Zelenkofske Axelrod 1992 - 1995
Coopers & Lybrand 1984 - 1992
Skills
Loans, Retirement Homes, Healthcare, FHA, Finance, Seniors, HUD, Seniors Housing, Restructuring, Strategic Financial..., Independent Living, Real Estate, Real Estate Economics, Disposition, Brokerage, Venture Capital, Mergers & Acquisitions, Valuation, Real Estate Development, Mezzanine, Strategic Planning, Long-term Care, Real Estate Financing, Financial Modeling, Real Estate Transactions, Elder Care, Due Diligence, Accounting, Commercial Real Estate, Acquisitions, Asset Management, Apartments, Investments, Financial Structuring, Investment Properties
Education
Merrimack College 1965 — 1969
David Culp & Co. LLP September 2010 - Present
Crowe Horwath LLP January 2004 - August 2010
Stauffer and Company, LLC August 1998 - September 2003
Goshen College 1999 - 2001
Manchester College August 1990 - August 1998
Coopers & Lybrand September 1988 - April 1990
Skills
Too many to mention, Income Tax, Corporate Tax, Financial Statements, Accountants, QuickBooks, Sarbanes-Oxley, Not for Profit, Internal Audit, S Corporations, Audits of Employee..., 10K, SOX 404, Certified Fraud Examiner, Big 4, FAS 5, Tax Preparation, Consolidation, Compilation, Tax Returns, UK GAAP, Tax Accounting, Financial Statement..., Partnership Taxation, Cost Accounting, Tax Research, Financial Audits, Sarbanes-Oxley Act, Accounting
Education
Manchester College 1990 — 1992
Master of Arts, Accounting
Manchester College 1984 — 1988
Bachelor of Arts, Accounting
Sustainable Economic Development Initiative of Northern Arizona April 2013 - Present
Allied Commercial Holdings, Inc. dba Woofdorf-Astoria Dog Hotel & Day Spa March 2006 - April 2013
Hudson Global Resources - a subsidiary of Hudson Highland Group December 2003 - March 2006
IT Consulting May 2001 - December 2003
Concours Group January 1999 - May 2001
IT Consulting February 1997 - December 1998
Computer Sciences Corporation February 1995 - February 1997
Commerce Clearing House June 1991 - February 1995
Coopers & Lybrand January 1990 - June 1991
Financial Decision Systems, Inc. January 1988 - January 1990
Skills
Information Technology, Software Development, Technology/Computer Law, Corporate Law, Strategy, Business Strategy, Project Management, IT Strategy, Management Consulting, Strategic Planning, Program Management, Start-ups, Governance, Leadership Development, Professional Services, Organizational..., Enterprise Architecture, Entrepreneurship, Change Management, Vendor Management, Team Leadership, Management, Business Development
Education
Loyola Law School 1979 — 1983
JD, Law
Occidental College 1972 — 1976
BA, Mathematics
CSC April 2011 - Present
Wipro Technologies March 2008 - March 2011
Oracle July 1996 - December 2007
Ernst & Young August 1993 - July 1996
Logical Methods July 1992 - August 1993
Coopers & Lybrand January 1986 - June 1992
Skills
SAP, SAP R/3, Project Management, Business Process..., Oracle, Project Portfolio..., Oracle E-Business Suite, Team Management, Oracle Applications, Business Analysis, Business Intelligence, Business Process, CRM, ERP, Consulting, Enterprise Software, IT Strategy, Management, SAP ERP
Education
Massey University 1986 — 1990
BBS, Accounting & Information Systems
The ONE Group November 2010 - Present
OPA! The Musical (Confessions of a Greek Housewife) May 2005 - Present
Latino International Theater Festival of NY April 2010 - August 2010
Gorgeous Entertainment Inc. January 2010 - March 2010
Fourth Wall Restaurants November 2007 - November 2008
Four M Capital, LLC July 2005 - November 2007
"Sofi" Restaurant 1999 - 2004
Ernst & Young 1997 - 1999
Time Warner Inc. 1993 - 1997
Coopers & Lybrand 1990 - 1993
Education
Commercial Theater Institute 2005 — 2005
14 week program, Commerical Theater Producing
Loyola Marymount University, College of Business Administration 1986 — 1990
Bachelor of Science (BS), Accounting
University of St.Gallen 1989 — 1989
Study Abroad, International Business
R Kaslow & Associates, Inc. October 2002 - Present
BKT Medical Services, LLC. August 2012 - Present
The Galen Group 1996 - 2002
A-L Associates 1991 - 1996
Source Finance 1988 - 1991
Coopers & Lybrand 1980 - 1987
Skills
Talent Acquisition, Technical Recruiting, Executive Search, Recruiting, Contract Recruitment, Sourcing, Staffing Services, Screening, Talent Management, Interviews, Employee Relations, Resume Writing, Vendor Management, Succession Planning
Education
LIU Post
Masters, Tax
Queens College
Bachelors, Accounting, Math
Service Strategies August 2004 - Present
JD Edwards June 1995 - August 2004
Coopers & Lybrand June 1992 - May 1995
Otten Johnson January 1989 - May 1992
Skills
Customer Satisfaction, Management, SaaS, Logistics, Change Management, Call Centers, Enterprise Software, Knowledge Management, CRM, Team Building, Time Management, Process Improvement, Program Management, Training, Software Implementation, Business Process, Operations Management, Service Management, Solution Selling, Project Management, Pre-sales, Team Leadership, Software Documentation, Technical Training, Customer Service, Cloud Computing, Coaching, Leadership Development, E-Learning, Outsourcing, Service Delivery, Vendor Management, Integration, Team Management, IT Service Management, Business Intelligence, Consulting, Organizational..., Microsoft Office, Training Delivery, Marketing, Account Management, Strategic Planning, Executive Coaching, PeopleSoft, Cross-functional Team..., Business Development, Leadership, Strategy, Accounting
Education
University of Denver 1999 — 2003
Masters, Applied Communication / Corporate Training, 3.95 GPA
Metropolitan State College of Denver 1984 — 1992
Bachelor of Science, Accounting, 3.68 GPA, Graduated Magna Cum Laude
FMReps Distribution, Inc. August 2010 - Present
Brightwing (Formerly Resource Technologies)/ Tri-Chem Corp. September 2008 - February 2010
ALLIANT INSURANCE SERVICES, INC April 2005 - September 2008
ADVANCED INDUSTRIAL TECHNOLOGIES, INC., a division of SPX Corp. July 2004 - April 2005
Logistics Insights Corp June 2003 - July 2004
CUMMINS BRIDGEWAY, LLC January 2003 - August 2003
Cummins Bridgeway, LLC June 2001 - January 2003
Cummins Bridgeway, LLC December 1990 - June 2001
Self Employed May 1989 - December 1990
Coopers & Lybrand September 1986 - May 1989
Skills
Financial Analysis, Accounting, Auditing, Risk Management, Due Diligence, Financial Modeling, Accounts Payable, Mergers, Forecasting, Corporate Finance, Employee Benefits, Budgets, QuickBooks, Insurance, Strategic Planning, CPA, GAAP, Process Improvement, Financial Reporting, Financial Statements, Financial Accounting, Cash Flow, Internal Controls, Payroll, Managerial Finance, Bank Reconciliation, Consolidation, Variance Analysis, Cash Flow Forecasting, Financial Audits, Fixed Assets, Hyperion Enterprise, Great Plains Software, Financial Systems, Accruals, Year-end Close, External Audit, Financial Operations, Budget Process, Balance Sheet, Strategic Financial..., Finance, Mergers & Acquisitions, Accounts Receivable, Cost Accounting, Financial Planning, Account Reconciliation
Education
Marquette University 1982 — 1986
BS, Accounting
Brother Rice HS 1978 — 1982
GRACE Christian School June 2015 - Present
GRACE Christian School July 2014 - June 2015
GRACE Christian School May 2012 - May 2014
Carter, Willliams & Associates, CPA October 1997 - March 2001
New Bern Civic Theater Inc 1998 - 2000
Carolina Power & Light January 1994 - June 1997
National MS Society 1993 - 1997
Coopers & Lybrand August 1991 - December 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1991
Masters, Accounting - Tax
Meredith College 1986 — 1990
BS, Business - Accounting
LearningEntrepreneurship.com April 2014 - Present
DirectTech Solutions 1984 - Present
TTX Computer Products Inc. 1986 - 1997
AES Data 1981 - 1984
Coopers & Lybrand 1975 - 1981
Skills
Business Strategy, Business Planning, Management Consulting, Entrepreneur, Entrepreneurship, Performance Improvement, Financial Analysis, Executive Coaching, Strategy Development, Business Development, Strategy, Mergers, Management, New Business Development, Marketing, Team Management, Mergers & Acquisitions, Consulting, Finance, Start-ups, Business Intelligence, Program Management, Small Business, Project Planning, CRM, Budgets, Strategic Planning, Coaching, Enterprise Software, Change Management, Strategic Partnerships, Leadership, Business Process..., Marketing Strategy, Leadership Development, Competitive Analysis
Education
McGill University 1970 — 1972
MBA, Finance and Marketing
The University of British Columbia 1963 — 1968
B.A. Sc. (Eng.), Mining Engineering
Ellis Fibre USA, LLC June 2009 - Present
Various Start-up Ventures April 2000 - June 2009
Consolidated Companies, Inc dba Conco Food Service June 1990 - April 2000
Consolidated Companies, Inc. dba Conco Food Service April 1987 - June 1990
Coopers & Lybrand August 1982 - April 1987
Skills
Accounting, CEOs, Sales Management, Operations Management, Fundraising, Venture Capital, Working Capital..., Restaurant Management, Catering, Lottery, Start-up Consulting, Start-up Ventures, Startup Marketing, Manufacturing, Franchising, Executive Management, Marketing, Business Planning, Corporate Development, Restructuring, Cash Flow, Franchise Consulting, Internet Entrepreneur, Business, Turn Around Management, Management, Funding, Food, Investor Relations, Business Services, Food Service, Capital, Banking, Family Business, Auditing, Acquisitions, Small Business, P&L Management, Start-ups, P&L, Business Acquisition, Entrepreneurship, IPO, Management Consulting, Board of Directors, Profit Maximization, Business Valuation, Partnerships, Cash Management, Mergers & Acquisitions
Education
Louisiana State University 1979 — 1982
Bachelor's Degree, Accounting
Diocese of Cleveland September 2010 - Present
PNC Financial Services Group January 2009 - April 2010
West Side Catholic Center January 2005 - 2010
National City Bank August 1995 - January 2009
The Clearing House January 2002 - January 2007
National City Bank December 1992 - August 1995
Coopers & Lybrand July 1981 - December 1992
Skills
Accounting, Insurance, Risk Management, Financial Analysis, Internal Controls, SEC filings, Enterprise Risk..., Sarbanes-Oxley Act, Financial Reporting, Banking, Sarbanes-Oxley, Internal Audit, Treasury Management, Mergers, Auditing
Education
Miami University 1977 — 1981
BS, Accountancy
St. Ignatius 1973 — 1977
The Looram Consulting Group, Inc. January 1992 - Present
Arthur Andersen June 1983 - June 1992
Coopers + Lybrand January 1979 - May 1983
Gulf + Western Industries, Inc. January 1973 - December 1978
Skills
Use Tax, State Taxation, Local Taxes, Tax Audits, Tax Controversy, Tax Research, Sales Tax, Corptax, US Tax, Tax, Multi-State Sales Tax, Tax Law, CPA, Property Tax, Sarbanes-Oxley Act, SEC filings, Tax Accounting, Tax Preparation, Fixed Assets, State Tax, Corporate Tax, Tax Advisory, Auditing, Accounting, Income Tax, Sales & Use Tax, Mergers & Acquisitions, Corporate Law, GAAP, US GAAP, Due Diligence, Financial Statements, Preparation, Internal Controls, Business Valuation, General Ledger, Journal Entries, Partnership Taxation, Financial Accounting, Cost Accounting, QuickBooks, Financial Reporting, Sarbanes-Oxley, Peachtree, Strategic Financial..., Account Reconciliation, Financial Analysis, Managerial Finance, Restructuring, Cash Flow
Education
Manhattan College 1965 — 1968
BBA, Accounting
McGladrey, LLP January 2013 - Present
MBP&F October 2011 - December 2012
McGladrey October 2005 - October 2011
American Express TBS 2001 - 2005
American Express Tax & Business Services 2001 - 2005
PricewaterhouseCoopers 1999 - 2001
Whelan, Barsky & Graham 1993 - 1999
Coopers & Lybrand 1987 - 1993
Skills
Auditing, Internal Audit, SOX, Sarbanes-Oxley Act, Internal Controls, CPA, Tax, Due Diligence, Financial Accounting, GAAP, Finance, Management, Tax Preparation, US GAAP, Corporate Tax, SEC filings
Education
Loyola College in Maryland 1983 — 1987
B.A., Accounting
Interward Asset Management August 2013 - Present
King Business Solutions April 2009 - August 2013
MicroSkills January 2012 - June 2014
Bayshore Asset Management Inc. January 2008 - April 2009
Bayshore Capital Inc. January 1996 - December 2007
RPM Technologies January 1996 - December 2007
TD Waterhouse March 2000 - April 2001
Coopers & Lybrand 1993 - 1996
Skills
Canadian GAAP, Financial Accounting, IFRS, Consolidated Financial..., Foreign Currency..., Fund Accounting, Internal Controls, Cash Flow, Financial Statements, QuickBooks
Education
Adler School of Professional Coaching 2007 — 2010
ATC, Adler Trained Coach
McMaster University 1987 — 1991
Hons. B. Comm, Finance, Accounting
Oakville Trafalgar High School 1983 — 1987
St. Mildreds Lightbourn School 1976 — 1987
The Hillman Group October 2011 - March 2015
Regent Communications September 1998 - April 2010
Media Financial Management Association July 2001 - July 2008
LensCrafters, Inc. October 1991 - September 1998
Coopers & Lybrand July 1987 - October 1991
Skills
Mergers, Financial Reporting, Strategic Planning, Strategy, Accounting, Mergers & Acquisitions, Finance, Management, Budgets, Restructuring, Leadership, Executive Management, Business Development, Change Management
Education
Miami University 1983 — 1987
BS, Accountancy
Bryan High School
Organized With Care August 2010 - Present
Key Bank 1993 - 2000
Star Bank 1992 - 1993
Marine Midland Bank 1989 - 1992
Coopers & Lybrand 1983 - 1987
Skills
Residentiall Organizing, Home Filing Systems, Home Office Assistance, Time Management, Strategic Planning, Entrepreneurship, Public Speaking, Coaching, Event Planning, Outlook, Training, Customer Service, Team Building, Microsoft Office, Professional Organizing, Leadership, New Business Development, Business Development
Education
Miami University 1979 — 1983
BS, Accounting
Marysville High School
Ameriprise Financial May 1989 - Present
Gulf Resources and Chemical May 1988 - April 1989
Coopers & Lybrand August 1985 - April 1988
Education
Merrimack College 1980 — 1985
BS, Accounting
Self-employed January 2014 - Present
Champa & Co., Inc. November 1985 - December 2013
Coopers & Lybrand May 1982 - October 1985
Education
Miami University 1978 — 1982
Bachelor's Degree, Accounting and Business/Management
Royal Claims Advocates, LLC 2011 - Present
F.W. Gosman & Company 1992 - Present
Shore & Azimov 1990 - 1992
Coopers & Lybrand 1986 - 1990
Skills
Disability, Disability Insurance, Short Term Disability, Disability Services, Long Term Disability, Disability Claims, Disability Claim..., Forensic Accounting, Professional Services..., Mediation, Expert Witness, Insurance Claims, Claims Management, Claims Administration, Claims Resolution, Claim Analysis, Buy-sell Agreements, Business Overhead..., Long-Term Disability, Insurance, Claim
Education
Miami University 1983 — 1986
B.S., Accountancy
Indian Hill 1980 — 1983
Johns Hopkins University, Bloomberg School of Public Health April 2013 - Present
Johns Hopkins University October 2000 - April 2013
Arista Associates August 1996 - October 2000
Coopers & Lybrand September 1987 - August 1996
American Medical Association 1979 - 1985
Skills
Health Economics, Behavioral Economics, Public Health, Healthcare, Teaching, Research, Economics, Public Speaking, Strategic Planning, Management Consulting, Health Policy, Program Development, Policy Analysis, Higher Education, Program Management, University Teaching, Healthcare Management, Health Services Research, Policy, Hospitals, Public Policy, Nonprofits
Education
University of Wisconsin-Madison 1974 — 1976
Ph.D., Economics
University of Wisconsin-Madison 1971 — 1974
M.S., Economics
Massachusetts Institute of Technology 1967 — 1971
B.S., Economics
Godiva Chocolatier 2012 - Present
Godiva Chocolatier 2005 - 2012
Godiva Chocolatier 2004 - 2005
Godiva Chocolatier 2002 - 2004
American Express 2000 - 2002
Hearst Magazines 1997 - 1998
Coopers & Lybrand 1994 - 1997
Skills
Internal Communications, Strategic Partnerships, Marketing Strategy, Public Relations, Marketing Communications, Integrated Marketing, Digital Marketing, Brand Development, Social Media Marketing, Brand Management, Strategic Public..., Online Marketing, Direct Marketing, Corporate Communications, Strategy
Education
London Business School 2000 — 2000
Study Abroad
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Marketing and Management
University of Pennsylvania - The Wharton School
BS, Accounting
CenturyLink / Qwest Communications August 2010 - Present
North Jefferson Junior Baseball Association September 2004 - September 2012
M.D.C. Holdings, Inc. April 2008 - August 2010
Hunter Douglas Window Fashions June 2000 - March 2007
Sun Microsystems (Storage Technology) July 1995 - May 2000
Coopers & Lybrand February 1993 - June 1995
Skills
Business Analysis, CRM, Cross-functional Team..., Salesforce.com..., Salesforce.com..., Salesforce.com System..., Agile Methodologies, Agile Project Management, Microsoft SQL Server, Vendor Management, Strategic Planning, SDLC, Salesforce.com, Analysis, Telecommunications, Scrum, Pre-sales, Integration, Cloud Computing, Oracle, Business Intelligence, Enterprise Software
Education
Metropolitan State College of Denver 1987 — 1991
Bachelor of Science (B.S.), Computer Information Systems and Management Science
JB Accounting & Tax Services, PC January 2005 - Present
JB Accounting & Tax Services, PC January 2005 - Present
Thunder Aviation NA 1998 - 2009
Coopers & Lybrand January 1996 - December 1998
Skills
Tax, Coaching, Accounting, Budgets, Public Speaking, Project Management, Small Business, Financial Analysis, Bookkeeping, Microsoft Office, Start-ups, Tax Preparation, Sales Tax, Customer Service, Process Improvement, Tax Returns, Team Building, Estate Planning, Contract Negotiation, Non-profits, Negotiation, Microsoft Word, Insurance, Partnership Taxation, S Corporations, Microsoft Excel, Strategic Financial..., Accounts Payable, Finance, Business Planning, Forecasting, IRS, QuickBooks, Financial Planners, Nonprofits, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Accountants, Tax Accounting, Payroll Taxes, Corporate Tax, Tax Research, Income Tax, Financial Planning
Education
Lindenwood University 1988 — 1992
MBA-Business, Business - Accounting
Ernst & Young August 2012 - Present
KBACE Technologies June 2005 - July 2012
Oracle Corporation 1994 - 2005
PictureTel August 1990 - August 1994
Coopers & Lybrand June 1986 - July 1990
Education
Massachusetts College of Liberal Arts 1979 — 1983
Bachelor of Science, Business Administration
Pharos Systems International September 2011 - Present
IEC Electronics November 2010 - August 2011
CPAC, Inc. August 1993 - October 2010
Coopers & Lybrand September 1980 - July 1993
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Mergers & Acquisitions, Financial Analysis, Finance, Management, Tax, US GAAP, Leadership, Due Diligence, Process Improvement, Executive Management
Education
Miami University 1976 — 1980
BS, Accounting
Village of Deerfield May 2013 - Present
W J LUNDQUIST CONSULTING January 2007 - Present
Christ United Methodist Church, Deerfield, Illinois January 2012 - December 2014
General Board of Pension and Health Benefits of The United Methodist Church February 2000 - December 2006
PricewaterhouseCoopers, LLP May 1995 - September 1999
Coopers & Lybrand 1995 - 1998
Allstate Insurance Co. July 1972 - November 1994
United States Air Force July 1964 - September 1988
Skills
Business Continuity, Information Security, Crisis Management, Business Continuity..., Disaster Recovery, Security Operations, Leadership, Business Analysis, Operational Risk..., Security, Management Consulting, Training, Financial Analysis, Enterprise Risk..., Risk Management, Public Speaking, Security Management, Strategy, Team Leadership, Contract Negotiation, Leadership Development, Sarbanes-Oxley Act, Non-profits, Integration, Risk Assessment, Vendor Management, Insurance, Operations Management, Team Building, Management, IT Audit, Financial Risk, Social Media, IT Service Management, Project Portfolio..., Internal Audit, Project Management, IT Strategy, Cross-functional Team..., Data Center, ITIL, Physical Security, Budgets, Governance, Consulting, PowerPoint, Microsoft Excel, IT Management, Military, Program Management
Education
San Francisco State University 1969 — 1972
MBA, Business, Marketing
University of Southern California 1967 — 1968
MS Program, Education and Aerospace Management
Manhattan College 1960 — 1964
BA, Political Science, History & Government
BCG Wealth Advisors August 2009 - Present
BCG Systems, Inc. April 1989 - Present
BCG & Company September 1986 - Present
Coopers & Lybrand September 1983 - August 1986
Sorkin, Thayer & Co. June 1980 - August 1983
Skills
Private Companies, Strategic Planning, Business Planning, Non-profits, Performance Measurement, Profitable, Accounting, Tax, Mergers, CPA, Financial Reporting, Business Valuation, Corporate Tax, Small Business, Income Tax, Mergers & Acquisitions, Internal Controls, Tax Preparation, Budgets, Nonprofits, Leadership, Strategy, Auditing, US GAAP, Finance, Management Consulting, Financial Accounting, Cash Flow, Estate Planning, Financial Analysis, Analysis, Management, Financial Statements, Strategic Financial..., Tax Returns, Forensic Accounting, QuickBooks, Cost Accounting, GAAP, Tax Accounting, Tax Research, Financial Planning, Community Outreach
Education
Miami University 1976 — 1980
Bachelor of Science in Business Administration, Accounting
Sidney High School
Sidney High School
PwC July 2013 - Present
PricewaterhouseCoopers January 2012 - Present
PwC March 2001 - Present
PwC July 1997 - March 2001
Coopers & Lybrand July 1993 - July 1997
Skills
Income Tax, International Tax, Tax, Big 4, Expatriate Tax
Education
Manhattan College 1984 — 1988
Bachelors, Accounting
AT&T March 2014 - Present
AT&T March 2013 - March 2014
AT&T Mobility November 2006 - March 2013
AT&T Mobility December 2004 - November 2006
AT&T Wireless June 1998 - December 2004
AT&T Wireless January 1996 - June 1998
NCR Corporation November 1992 - January 1996
Coopers & Lybrand September 1988 - November 1992
Skills
Telecommunications, Wireless, Process Improvement, Sarbanes-Oxley Act, Cross-functional Team..., Accounting, Program Management, Budgets, Auditing, Mobile Devices, Mergers, Integration, Business Analysis, Variance Analysis, Vendor Management, Business Process..., Mergers & Acquisitions, Forecasting, Financial Analysis, Finance, Leadership, Risk Management, Change Management, Internal Controls, Internal Audit, Governance, Business Process, Managerial Finance, Financial Reporting, Product Management, Management, Analysis, ERP, Business Planning
Education
Ohio Northern University 1985 — 1988
BSBA, Accounting
Marietta College 1984 — 1985
Carr, Riggs & Ingram, LLC 2001 - Present
Deloitte & Touche July 1998 - August 2001
Patrick Industries April 1997 - July 1998
Coopers & Lybrand September 1993 - April 1997
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Auditing, US GAAP, Financial Analysis
Education
Manchester University 1989 — 1993
B.S., Accounting
TMX Group 1996 - Present
TMX Group Inc. 2002 - 2005
TMX Group Inc. 1996 - 2002
Coopers & Lybrand 1993 - 1996
Waves Restaurant 1991 - 1996
Prudential of England 1988 - 1993
Cookies Bakery / Cafe 1988 - 1991
Weir & Foulds 1982 - 1988
Laski & Simpson, Barristers & Solicitors 1980 - 1982
Skills
Investor Relations, Options, Project Planning
Education
McMaster University 1977 — 1980
Arts, English
Sheridan College 1975 — 1977
Business Administration, Business
Morrison Valuation & Forensic Services, LLC July 2011 - Present
RSM McGladrey June 2007 - July 2011
Tedder, James, Worden & Associates, P.A. October 1999 - June 2007
KPMG July 1996 - October 1999
Coopers & Lybrand February 1991 - July 1996
Cardinal Industries, Inc. 1987 - 1989
Morley Properties, Inc. 1984 - 1987
General Mills 1982 - 1984
Skills
Business Valuation, Forensic Accounting, Financial Analysis, Bankruptcy, Fair Value, Receiverships, Valuation, Litigation Support, Bankruptcy Trustee, Court Appointed Receiver, Business Planning, Strategy, Financial Reporting, Litigation, US GAAP, Due Diligence, Mergers & Acquisitions, Expert Witness, Appraisals, Internal Controls, Accounting, Finance, Fraud, Litigation Consulting, Auditing, Sarbanes-Oxley Act, CPA, Internal Audit, GAAP, SEC filings, Restructuring, Tax, Corporate Tax, Tax Research
Education
University of Central Florida - College of Business Administration 1982 — 1984
MBA, Finance
Miami University 1975 — 1979
BS, Finance
Winter Park High School 1972 — 1975
Praxis Management April 1994 - Present
Phillips Wyatt 1993 - 1994
Groupe Val Royal-Reno dépôt 1992 - 1993
Coopers & Lybrand 1985 - 1992
Novatel 1984 - 1985
Petro Canada 1982 - 1984
Les Transports Provost 1977 - 1982
Skills
Organizational..., Change Management, Management Consulting, Coaching, Leadership Development, Executive Coaching, Talent Management, Performance Management, Business Strategy, Strategic Planning, Program Management, Succession Planning, Employee Relations, Organizational Design, Process Improvement, Management, Organizational..., Mergers & Acquisitions, Human Resources, Strategy, Business Process...
Education
1976 — 1977
M.Sc., Relations industrielles
1972 — 1975
BA, Sociology
Collège Jean-de-Brébeuf 1962 — 1972
BA
Strategic Technology, Inc. September 1991 - Present
Coopers & Lybrand March 1989 - September 1991
General Foods, Inc. January 1984 - December 1988
Survey Research, Inc. November 1978 - December 1983
Skills
Procurement, Strategic Technology..., Budgeting, PMO, Vendor, Business Alignment, IT Strategy, Vendor Management, IT Operations, IT Management, Change Management, Program Management, Management Consulting, Team Building, Customer Relations, Vendor Relations, Strategic Planning, Cross-functional Team..., Process Improvement, Budgets, Project Management, Leadership, Security, Contract Negotiation, Management, Customer Service
Education
Penn State University 1976 — 1978
MS
The University of New Mexico 1974 — 1976
MBA
The University of New Mexico - Robert O. Anderson School of Management 1974 — 1976
Master of Business Administration (M.B.A.)
Loyola Marymount University 1970 — 1974
BBA
Atos May 2015 - Present
Xerox Business Services, July 2013 - Present
Marriott International, Inc. October 2007 - July 2013
Marriott International, Inc. January 2003 - October 2007
PricewaterhouseCoopers, LLP July 2000 - January 2004
Superior Consultant Co,, Inc. November 1997 - June 2000
Georgetown University Medical Center November 1991 - December 1997
Coopers & Lybrand September 1986 - November 1991
Skills
Auditing, Internal Audit, Project Management, Strategic Planning, IT Audit, IT Financial Management, PCI DSS, Business Impact Analysis, IT Security Assessments, External Audit, IT Operations, Healthcare Information..., Internal Controls, IT Security Policies, Staff Development, Staff Management, Risk Assessment, Risk Management, Process Improvement, CISA, Information Security, Information Security..., Business Continuity, Consulting, Security, ITIL, Healthcare, Hotels, Hospitality Management, Hospital Information..., Nonprofits, Leadership, Vendor Management, Vendor Contracts, Vendor Audit, Accounting, Network Security, Disaster Recovery, Contract Negotiation, Contract Management, Data Center, Litigation Support, Program Management, Information Technology, Compliance, IT Management
Education
Lynchburg College 1981 — 1986
Dual B.S.
MRO August 2015 - Present
Nomacorc LLC May 2015 - August 2015
Nomacorc LLC 2008 - May 2015
Healthport LLC 2001 - 2008
Thione International, Inc. 2000 - 2001
Isolyser International, Inc. 1995 - 2000
Coopers & Lybrand 1989 - 1990
Touche Ross & Co 1985 - 1989
Education
Long Island University 1982 — 1985
M.S., Accounting
McDaniel College 1980 — 1982
B.A., Economics
Loyola Blakefield 2013 - Present
Stanley Black & Decker , Inc. 2011 - 2012
Stanley Black & Decker , Inc. 2009 - 2011
Black & Decker 2005 - 2009
Black & Decker 2003 - 2005
Black & Decker 2000 - 2003
Black & Decker 1996 - 2000
Coopers & Lybrand 1993 - 1995
Education
Loyola College in Maryland 2000 — 2003
Master of Business Administration (MBA), Finance
Loyola College in Maryland 1991 — 1992
Accounting and Business/Management
University of Virginia 1986 — 1990
Bachelor of Arts (BA), History
Loyola High School
Ellesmere Capital 2008 - Present
Self-employed 2001 - 2007
Working Ventures Canadian Fund 1994 - 1995
Innovation Ontario 1991 - 1994
Mobelcorp Intl. - A Quorum Company 1988 - 1991
Salvati&Co / Massie Turcotte & Ass. 1983 - 1988
Dunwoody 1981 - 1983
Coopers & Lybrand 1978 - 1981
Skills
Investments, Financial Modeling, Venture Capital, Private Equity, Corporate Finance, Personal Development, Business Strategy, Coaching, Investment Banking, Corporate Development, Risk Management, Management, Strategic Planning, Due Diligence, Portfolio Management, Start-ups, Business Planning, Strategy, Executive Management, Finance, Entrepreneurship, Valuation
Education
McGill University 1978 — 1982
Dip./CA, Public Accounting
McGill University 1972 — 1977
BSc, Physiology
GE Oil & Gas July 2014 - Present
GE June 2010 - July 2014
General Electric June 2009 - June 2010
GE Money February 2005 - June 2009
GE Money 2003 - 2005
GE Money Americas 2000 - 2003
Bank One 1997 - 2000
First USA 1995 - 1997
Coopers & Lybrand 1992 - 1995
Skills
Financial Analysis, Internal Controls, financial reporting, Finance, Auditing, Accounting, Internal Audit, Leadership, Financial Risk, Financial Services, Sarbanes-Oxley Act, Financial Modeling, US GAAP, Financial Audits, Managerial Finance, Financial Reporting
Education
The University of Connecticut School of Business 1988 — 1992
BS, Accounting
Marist College 1987 — 1988
US Technology and Manufacturing Concerns 2010 - Present
e2e Materials 2012 - April 2013
Integrated Defense Systems, Inc. January 2003 - February 2008
Andrew Corporation 1999 - 2002
Chesapeake Microwave Technologies, Inc. 1994 - 1999
Vega Precision Labs 1990 - 1993
Ellen & Tucker 1986 - 1990
Coopers & Lybrand 1982 - 1986
Skills
Start-ups, Wireless, RF, Product Marketing, Mergers, Product Management, Telecommunications, Business Strategy, Cross-functional Team..., Product Development, Strategic Partnerships, New Business Development, Leadership, Management, Mergers & Acquisitions, Project Management, Program Management, Contract Negotiation, Strategy, Operations Management, Manufacturing, Sales Management, Business Development, Electronics, Solution Selling, Project Planning, Venture Capital, Business Planning, Entrepreneurship, Executive Management, Strategic Planning, Corporate Development, Due Diligence, Analysis, Competitive Analysis, Negotiation, Process Improvement, Financial Analysis, International Sales, International Business
Education
Loyola University Maryland 1978 — 1982
BA, Finance and Accounting
Parkville Sr and Calvert Hall College 1970 — 1974
SiriusDecisions, Inc. August 2014 - Present
JBThorsen Consulting, LLC April 2014 - July 2014
Symmetrics Group April 2014 - July 2014
Forrester Research June 2013 - April 2014
The North Highland Company and TrueBridge Resources July 2011 - June 2013
eCom Corp. February 2010 - June 2011
IBM October 2002 - June 2009
PricewaterhouseCoopers July 1998 - October 2002
Coopers & Lybrand September 1995 - July 1998
Epsilon Data Management 1992 - 1995
Skills
Account Planning, CRM, Change Management, Account Management, Strategy, Sales Management, Sales Process, Management Consulting, Professional Services, SaaS, Business Process..., Business Strategy, Business Intelligence, Analytics, Business Transformation, Business Development, Competitive Analysis, Program Management, IT Strategy, Start-ups, Process Improvement, Salesforce.com, Consulting
Education
Brown University
AB, Mathematical Economics
Massachusetts Institute of Technology - Sloan School of Management
MS, Management Information Systems
Gulfshore Insurance, Inc. September 2000 - Present
Artis—Naples May 1988 - August 2000
Coopers & Lybrand 1986 - 1988
Price Waterhouse Coopers 1984 - 1988
Skills
Commercial Insurance, Insurance, Workers Compensation, Property & Casualty..., Underwriting, Team Building, Casualty, Training, Brokers, Leadership
Education
Loyola University of Chicago 1981 — 1984
Bachelor of Business Administration (B.B.A.)
ARKRAY USA 2000 - Present
Hypoguard 2005 - 2006
C.H. Robinson Worldwide, Inc. 1996 - 2000
Coopers & Lybrand 1993 - 1996
Skills
Medical Devices, Strategic Planning, Cross-functional Team..., Manufacturing, Business Planning, Budgets, Contract Negotiation, System Implementations, Strategy, Competitive Analysis, P&L Management, Business Strategy, Product Launch, Finance, Management
Education
University of St. Thomas 2015 — 2015
Mini Master of Project Management, Project Management
University of St. Thomas 2012 — 2012
Mini Master of Information Technology, Information Technology, NA
University of St. Thomas 2012 — 2012
Mini Master of Financial Management, Finance, General, NA
University of St. Thomas 2010 — 2010
Mini Master of Medical Technology Management, Medical Technology Management, NA
University of Saint Thomas 1997 — 2005
Master of Business Administration (MBA), IT
Marquette University 1988 — 1991
BS, Accounting
Checksmart March 2011 - Present
Cardinal Health October 2010 - March 2011
Surplus Freight Inc. October 2009 - October 2010
KDM POP Solutions Group November 2008 - October 2009
Advanced Digital Graphics April 1993 - November 2008
Value City Department Stores May 1993 - April 1995
Coopers & Lybrand August 1989 - March 1993
PricewaterhouseCoopers 1989 - 1993
Education
Miami University 1985 — 1989
B.S., Accounting
Amagansett Square LLC August 2008 - Present
Digital Onion Inc. March 2008 - August 2008
Billion Dollar Babes May 2006 - February 2007
Charizmatik February 1996 - April 2006
Coopers & Lybrand 1992 - 1994
Skills
Strategic Planning, Start-ups, Business Planning, Finance, Management, Product Development, Project Management, Social Media
Education
Loyola Marymount University, College of Business Administration 1995 — 1997
MBA, Entrepreneurship
Loyola Marymount University 1988 — 1992
BS, Accounting
Bollinger Enterprises July 2015 - Present
Carr, Riggs & Ingram, LLC February 2008 - July 2015
Amitech USA, LLC November 2004 - 2008
Crescent City Trading Co August 2003 - November 2004
Petrochemical Services, Inc. 1995 - 2003
Surface Systems, Inc. 1995 - 2003
Coopers & Lybrand 1992 - 1995
Hanlon & Morgan, CPA's 1983 - 1992
Thomas Nelson Publishers June 1976 - August 1980
Skills
Accounting, Budget Development, Financial Modeling, Data Analysis, Business Process..., Cash Flow Management, Cash Flow Forecasting, Inventory Controls, Job Costing, Business Information..., Financial Management, Managerial Finance, Cash Flow, Forecasting, Tax, Budgets, Financial Accounting, Information Systems, Inventory Control, CPA, Financial Analysis
Education
Louisiana State University 1976 — 1982
BS
Vandebilt Catholic High School 1972 — 1976
GPGC 1970 — 1971
KRR Ventures, Inc. May 2015 - Present
Lightship Partners LLC February 2014 - Present
Loton, Corp October 2013 - Present
Command Security Corporation 2004 - 2013
GlobeGround NA (formerly Hudson General Corp, now Servisair) 1997 - 2003
Hudson General Corporation 1982 - 1997
Coopers & Lybrand 1978 - 1982
Skills
Mergers, Restructuring, Business Development, Risk Management, Crisis Management, Strategic Planning, Risk Assessment, Security, Operations Management, Team Building, Contract Negotiation, Budgets, New Business Development, Negotiation, Forecasting, Sales Management, Due Diligence, Management, Acquisition Integration, Turn Around Management, Private Investigations, Executive Management, Corporate Security, Mergers & Acquisitions, Asset Protection, Security Training, Executive Protection, Physical Security, Process Improvement, Leadership, Start-ups, Income Statement, Security Management, Business Strategy, Finance, Strategy, Corporate Governance, Strategic Partnerships, Corporate Finance, Accounting, Internal Controls, Investor Relations, Human Resources, Tax, Financial Reporting, Acquisitions, Financial Analysis, IFRS, Business Planning, Divestitures
Education
Long Island University 1983 — 1985
M.S., Taxation
University of Maryland College Park 1974 — 1978
B.S., Accounting
Old Republic Risk Management, Inc. August 1998 - Present
Milwaukee Insurance 1994 - 1998
Coopers & Lybrand 1979 - 1994
Skills
Property & Casualty..., Insurance, Corporate Budgeting, Golf, Casualty, Operations Management, Commercial Insurance, Underwriting, Reinsurance, Financial Accounting, Captives, Workers Compensation, Casualty Insurance, General Insurance, Liability, Management, Professional Liability, Financial Analysis, Process Improvement, Strategic Planning
Education
Marquette University 1975 — 1979
BS, Accounting
CameSweeney 2004 - Present
Southern California Association for Food Protection 2011 - Present
A.T. Kearney September 2002 - 2004
Ray & Berndtson 1993 - 2002
Coopers & Lybrand 1989 - 1993
Skills
Executive Search, Talent Acquisition, Management Consulting, Talent Management, Organizational..., Coaching, Technical Recruiting, Operational Excellence, Sourcing, Cross-functional Team..., Business Development, Business Strategy, Strategy, Process Improvement, Management, Manufacturing, Training, Leadership, Change Management, Product Development, Sales Management, Business Planning, New Business Development, Organizational Design, Strategic Planning, Program Management, Human Resources, Supply Chain, Start-ups, Consulting, Sales, Executive Management, Business Process..., Executive Coaching, Leadership Development, Team Building, Operations Management, Performance Management, CRM, Recruiting, Performance Improvement, Employee Engagement, Organizational..., HR Consulting, Succession Planning, Personnel Management
Education
Loyola University of Chicago 1984 — 1988
MSIR
University of Illinois at Chicago 1982 — 1983
Protiviti June 2002 - Present
Arthur Andersen 1996 - May 2002
Coopers & Lybrand September 1987 - December 1996
Education
Marist College 1985 — 1987
MS - MIS
State University of New York College at Oswego 1979 — 1983
BS, Accounting
Century Tokyo Leasing (USA) Inc. March 2013 - Present
United Board August 2008 - August 2009
Citigroup July 2000 - April 2004
Citigroup September 1996 - July 2000
Citigroup August 1994 - September 1996
Sakura Global Capital March 1992 - April 1994
Coopers & Lybrand September 1989 - March 1992
Skills
Accounting, General Ledger, QuickBooks, Financial Reporting, Accounts Payable, Account Reconciliation, Bookkeeping, Accounts Receivable, Tax, Financial Accounting, Journal Entries, Auditing, Accruals, Team Building, Financial Analysis, Fixed Assets, Budgets, New Business Development, Corporate Finance, Portfolio Management, Credit, Financial Services, Internal Audit
Education
Manhattan College 1985 — 1989
Bachelor of Science (BS), Accounting, 3.2
Our Lady of Victory Academy
St. Margaret's
Launch Pad Venture Group, LLC February 2013 - Present
Equitable Life & Casualty 2013 - Present
Copley Society of Art January 2013 - July 2014
Pivotal Strategies LLC January 2010 - December 2013
Financial Industries Corporation January 2007 - August 2008
Bankers Life & Casualty March 2003 - October 2004
Harvard Pilgrim Health Care June 1993 - June 1998
Pilgrim Health Care 1993 - 1995
Ernst & Young 1988 - 1993
Coopers & Lybrand 1976 - 1984
Skills
Mergers
Education
Miami University 1963 — 1967
BS, Corporate Finance
McGladrey January 1990 - Present
McGladrey & Pullen 1990 - Present
Coopers & Lybrand 1983 - 1990
Skills
Tax, Accounting, Asset Allocation, Financial Analysis, Leadership, Enterprise Risk..., Strategic Financial..., Due Diligence, Financial Reporting, Auditing, Mergers & Acquisitions, CPA, Management, Business Valuation, Valuation, Risk Management, Executive Management, Financial Services, Leadership Development, Business Process..., Corporate Governance, SEC filings, Restructuring, Acquisition Integration, GAAP, Finance, Corporate Finance, Managerial Finance, Internal Audit, Private Equity, Management Consulting, Financial Modeling
Education
Marquette University 1978 — 1982
BS, business
Marquette University 1978 — 1982
BS Accounting, Accounting and Finance
univesity of chicago graduate school of businesss
University of Chicago School of Business
Extraordinary Re Holdings, Inc. June 2012 - Present
Capital Management Technology January 1992 - Present
Liquidity Development, LLC 2005 - June 2012
Coopers & Lybrand January 1985 - March 1991
Booz Allen Hamilton 1974 - 1977
Skills
Predictive Analytics, Reserving, Enterprise Risk..., Insurance, Risk, Claims, Liability, Underwriting, Property & Casualty..., Financial Risk, Reinsurance, General Insurance, Actuarial Science, D&O, Corporate Governance, Claim, Finance, Pricing, Workers Compensation, Captives, Professional Liability, Brokers, Legal Liability, Commercial Lines, Casualty, Risk Management, Commercial Insurance, Financial Services, Mergers & Acquisitions, Excess, Executive Management, Claims Management, Litigation Management, Insurance Law, Liability Analysis, Valuation, Financial Analysis, Insurance Brokerage, Risk Analysis, Casualty Insurance
Education
Massachusetts Institute of Technology 1965 — 1970
BS, Political Science
The Thacher School 1964 — 1965
Casualty Actuarial Society
Nightingale Informatix November 2014 - Present
Tectrol September 2012 - November 2014
Enablence Technologies Inc September 2010 - August 2012
Harris Corporation October 2005 - September 2010
Leitch Technology 2004 - 2005
Leitch Technology 2000 - 2003
Internet Sports Network Inc. June 1999 - December 2000
TeleTech Canada / EDM 1997 - 1999
Tee-Comm Electronics Inc. March 1996 - September 1997
Coopers & Lybrand September 1990 - March 1996
Skills
Financial Reporting, Accounting, Forecasting, Internal Controls, ERP, Business Development, Start-ups, Mergers & Acquisitions, Contract Negotiation, Management, Cross-functional Team..., Financial Analysis, Due Diligence, Managerial Finance, Project Planning, Auditing, Cost Accounting, IFRS, Finance, Leadership, Process Improvement, Strategic Planning, Manufacturing, Restructuring, Pricing, Financial Statements, Variance Analysis, Executive Management, Business Planning, Sarbanes-Oxley Act, Revenue Recognition, Financial Modeling, Strategy, Investor Relations, Acquisition Integration
Education
McMaster University 1986 — 1990
Bachelor of Commerce (Honours), Finance, Accounting, Economics
Chartered Accountant
Chartered Accountant
Fauteux Bruno Bussière Leewarden October 2010 - Present
Collège Laval November 2011 - June 2013
Collège Laval 2008 - November 2011
Anticus International Inc 2008 - 2011
Groupe Cabico Inc, June 2007 - April 2010
Roctest Ltd December 2003 - June 2007
Fiso Technologies 2003 - 2007
Lafond Lapratte January 2001 - December 2003
Alex Informatique Inc January 1993 - December 2000
Coopers & Lybrand 1980 - 1989
Skills
Due Diligence, Executive Management, Auditing, Business Strategy, Strategic Planning, Management, French, Financial Analysis, Accounting, Business Process, Finance, Mergers & Acquisitions, Negotiation, Business Planning, Sales, Mergers, Analysis, Coaching, Entrepreneurship, Consulting, Sales Process, Transfert d'entreprises, Accompagnement..., Financement, Financing, Financial Structuring, Organizational Structure, Family Business, Analyse financière, Fusions et acquisitions
Education
McGill University 1977 — 1982
Collège Laval 1970 — 1975
college laval 1970 — 1975
Treetop Ventures January 2004 - Present
Sojern, Inc. July 2007 - December 2014
ACI Worldwide 1991 - 2003
Coopers & Lybrand January 1981 - June 1991
Education
Loras College 1978 — 1980
BS, Accounting
Burcon NutraScience Corporation 1998 - Present
Buyatab Online Inc. March 2011 - Present
Burcon Properties Limited 1995 - 1998
Coopers & Lybrand 1990 - 1995
Skills
Business Strategy, New Business Development, Strategy, Business Planning, Turn Around Management, Capital Raising, Strategic Partnerships, Private Equity, Executive Management, Global Operations, P&L Responsibility, Mergers, Managing Start-ups, Investor Relations, Commercialization, Venture Capital, Entrepreneurship, Strategic Planning, Start-ups, Due Diligence, International Business, Restructuring, P&L Management, Venture Financing, Angel Investing, Value Creation, IPO, Corporate Development, Start-up Ventures, Sales & Marketing..., Business Development, Turnaround Experience, Private Placements, M&A experience, International Operations, Acquisition Integration, Mergers & Acquisitions
Education
McGill University 1988 — 1990
MBA
The University of Winnipeg 1984 — 1988
B.A., Economics
Town of Oyster Bay January 2004 - Present
U.S. Department of Veterans Affairs 2004 - 2015
U.S. Department of Veterans Affairs 2004 - 2015
Walter C. Schmidt, CPA - Information Technologies August 1994 - January 2004
Coughlin, Foundotos, Cullen & Danowski, CPAs September 1992 - August 1994
Margolin, Winer & Evens LLP August 1985 - September 1992
Gerald H. Dallek, CPAs January 1982 - August 1985
Coopers & Lybrand August 1974 - January 1982
Skills
Enterprise Software, Suite, Accounting Applications, Government, Non-profits, Public Speaking, Community Outreach, Policy, Strategic Planning, Fundraising, Research, Public Relations, Budgets, Program Management, Leadership Development, Nonprofits, Microsoft Word, PowerPoint, Outlook
Education
LIU Post 1973 — 1974
BS, Accounting
Nassau Community College 1971 — 1973
AS, Accounting
U.S. Navy 1966 — 1971
Hicksville High School 1963 — 1965
Goldman Sachs July 2013 - Present
Citi November 2012 - July 2013
Goldman Sachs March 2012 - June 2012
Goldman Sachs September 2011 - March 2012
The Walt Disney Company 1997 - 2000
Coopers & Lybrand 1992 - 1996
Skills
Due Diligence
Education
Marist College 1988 — 1992
BS, Accounting
Christ the King Regional High School
Averett Warmus Durkee November 1991 - Present
Coopers & Lybrand 1977 - 1991
Meldrum & Fewsmith 1974 - 1977
Internal Revenue Service 1972 - 1974
Skills
Accounting, General Ledger
Education
Valencia Community College 1984 — 1985
Business, Accounting, Real Estate
Lorain County Community College 1981 — 1982
General Studies
University of Scranton July 2010 - Present
University of Scranton August 2009 - Present
EBN Consulting January 2009 - Present
Universal Printing Company August 2008 - January 2009
Fidelity Deposit and Discount Bank September 2005 - August 2008
Fidelity Deposit & Discount Bank September 1994 - February 1998
Coopers & Lybrand June 1991 - June 1994
Skills
Event Planning, Strategic Planning, Public Speaking, Resume Writing, Social Media, Leadership Development, Public Relations, Customer Service, Career Development, Coaching, Non-profits, Recruiting, Career Counseling, Organizational..., Community Outreach, Leadership, Team Building, Performance Management, Nonprofits, Administration, Conflict Resolution, Interviews, Policy, Budgets, Fundraising, Training, Social Networking, Staff Development, Human Resources, Higher Education, Time Management, Employee Benefits, Marketing, Change Management, Research, Teaching, Employee Relations, Onboarding, Event Management, Grant Writing, PowerPoint, Program Development, Volunteer Management, Data Analysis, College Recruiting, Deferred Compensation, Employee Training, Employee Engagement, Workshop Facilitation, Management
Education
Marywood University 2000 — 2004
MBA, Business- Finance
University of Scranton 1987 — 1991
B.S., Marketing
Berkeley Research Group LLC February 2011 - Present
LECG May 2005 - January 2011
Navigant 2004 - 2005
FTI Consulting, Inc. 2001 - 2004
Simpson LLP 1990 - 2000
Coopers & Lybrand 1985 - 1990
Skills
Fraud, Forensic Accounting
Education
Loyola Marymount University, College of Business Administration 1985 — 1990
Bachelor of Science, Accounting
Loyola Marymount University 1985 — 1989
BS, Accounting
Callahan Capital Partners November 2007 - Present
Trizec Properties 2002 - 2007
Brookfield Properties 2002 - 2007
First Industrial Realty Trust January 1997 - September 2001
Coopers & Lybrand December 1988 - August 1995
PricewaterhouseCoopers 1989 - 1995
Skills
Accounting, Financial Reporting, Real Estate, Financial Analysis, Asset Managment
Education
The School of the Art Institute of Chicago 1995 — 1999
BFA, Painting
Marquette University 1984 — 1988
Bachelor of Science (BS), Accounting
Regions Business Capital March 2013 - Present
CapitalSource Bank July 2003 - April 2013
CapitalSource July 2003 - April 2013
CapitalSource Finance 2003 - April 2013
CapitalSource April 2012 - March 2013
Heller Financial March 2000 - March 2002
Fleet Bank January 1998 - March 2000
Fleet Capital January 1998 - February 2000
Coopers & Lybrand September 1988 - January 1998
Skills
Credit, Underwriting, Due Diligence, Middle Market, Loans, Credit Analysis, Financial Analysis, Asset Based Lending, Corporate Finance, Financial Structuring, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management
Education
LIU Post 1984 — 1988
B.S., Accounting
WSIB August 2009 - Present
Guardian Capital 2000 - 2009
OMERS 1983 - 1999
Continental Insurance Company of Canada 1982 - 1983
Coopers & Lybrand 1977 - 1982
Skills
Investments, Strategy, Pensions, Risk Management, Capital Markets, Leadership, Strategic Planning, Finance, Corporate Finance, Accounting, Portfolio Management, Change Management, Management, Banking, Tax, Financial Services, Wealth Management, Mutual Funds, Business Analysis, Equities, Auditing, Financial Analysis, Operations Management, CRM, Budgets, Asset Managment, Internal Controls
Education
University 1977 — 1982
CA course requirements, Accounting and Finance
McMaster University 1974 — 1977
Honours Bachelor of Arts, History
Vistage International January 2008 - Present
The Genessee Group 1990 - Present
Security Pacific 1984 - 1990
Coopers & Lybrand 1982 - 1984
Continental Airlines 1971 - 1982
CBIS 1970 - 1971
Loyola Marymount University July 1968 - 1971
Skills
Executive Coaching, Leadership Development, Executive Mentoring, Planning, Business Strategy, Executive Development, Team Leadership, Advisory Boards, Corporate Development, Management Consulting, Strategic Planning, Large Group Facilitation, Leadership Workshops, Organizational..., Operational Strategy, Change Management, Board Development, Technology Planning, Information Management, Business Plan..., Leadership, Workshop Facilitation, Program Management, Personal Development, Business Development, Performance Improvement, Business Planning, Strategy, Start-ups, Executive Management, Coaching, Strategic Partnerships, Project Planning, Consulting, Strategic Leadership, Team Building, CEOs, Mergers & Acquisitions, Business Coaching
Education
Loyola Marymount University 1968 — 1972
St. Francis High School 1964 — 1968
Skoda Minotti May 1993 - Present
Skoda, Minotti & Co. May 1993 - Present
Cleveland Sight Center 1984 - Present
Coopers & Lybrand June 1978 - February 1991
Skills
Business Valuation, Mergers, Retirement Planning, Consulting, Personnel Management, Emerging Technologies, Accounting, Tax, Financial Reporting, CPA, GAAP, Due Diligence, Mergers & Acquisitions, Management, Corporate Tax, Strategic Planning, Start-ups, Small Business, Tax Preparation, SEC filings, Income Tax
Education
Miami University 1974 — 1978
B.S., Accounting
ABM Integrated Solutions October 2012 - Present
T4G Limited August 2010 - September 2012
Sierra Systems Group Inc. March 2007 - July 2010
Foresight Consulting January 2001 - January 2007
KPMG June 1996 - June 2001
KPMG Management Consulting January 1996 - January 1997
Coopers & Lybrand June 1988 - July 1996
STOCHEM INC January 1987 - January 1989
PERKA BUILDINGS January 1986 - January 1987
MOBIL OIL CANADA LTD January 1982 - January 1986
Skills
Risk Management, Business Transformation, PMO, Project Governance, Healthcare Information..., Healthcare Consulting, Public Sector, Management Consulting, Business Process..., Project Delivery, IT Strategy, Healthcare, Leadership, Executive Management, Strategy, Consulting
Education
Memorial University of Newfoundland 1978 — 1982
B.Comm
Memorial University of Newfoundland 1977 — 1982
Bachelor of Commerce
Barracuda (NYSE: CUDA) March 2010 - Present
Barracuda (NYSE: CUDA) January 2007 - March 2010
Greenfield Networks March 2006 - January 2007
Cisco August 2005 - March 2006
Cisco Systems September 2003 - August 2005
Cisco Systems September 2001 - September 2003
Cisco Systems September 1998 - September 2001
Cisco Systems September 1996 - September 1998
Stratacom March 1995 - September 1996
Coopers & Lybrand September 1992 - March 1995
Skills
Finance, Revenue Recognition, Sarbanes-Oxley Act, SaaS, Financial Analysis, Forecasting, SEC filings, Financial Reporting, Salesforce.com, Start-ups, Enterprise Software, Accounting, US GAAP, Internal Controls, Financial Modeling
Education
Loyola Marymount University
BS, Accounting
Santa Clara University
MBA, Finance
First Payment Systems September 2005 - Present
Victoria's Secret 2002 - 2005
Tampa Bay Buccaneers 2000 - 2002
IBE Trade 1995 - 2000
Coopers & Lybrand 1988 - 1995
Skills
Strategic Planning, Financial Analysis, Accounting, Budgets, Forecasting, Auditing, Mergers & Acquisitions, CPA, Internal Controls, Financial Modeling, Financial Reporting, Finance, Executive Management, Corporate Finance, Cash Management
Education
Manhattan College 1986 — 1988
Bachelor of Science, Accounting
Villanova University 1984 — 1986
Ingersoll Rand 2011 - 2013
Ingersoll Rand 2004 - 2011
PepsiCo International 2002 - 2004
Tropicana International 1999 - 2002
Philip Morris International 1998 - 1999
Philip Morris International 1995 - 1997
Nabisco International 1991 - 1995
RJR Nabisco 1990 - 1991
Coopers & Lybrand 1986 - 1990
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & International Business
Marquette University 1982 — 1986
BA, Accounting
Colegio San Ignacio de Loyola 1979 — 1982
Colegio San Jose, Rio Piedras, PR
Gobeil & Associates 1986 - Present
Coopers & Lybrand 1979 - 1986
McMaster University 1978 - 1979
McGill University 1973 - 1978
Price Waterhouse 1969 - 1973
Skills
Teaching, Coaching, Public Speaking, Editing, Research, Curriculum Design, Social Media, Microsoft Office, Leadership Development, Marketing, Personal Financial..., Retirement Planning
Education
McGill University 1971 — 1973
Graduate Diploma in Management, Chartered Accountancy
University of Toronto 1970 — 1971
Masters of Science, Computer Science
University of Toronto 1965 — 1969
Bachelor of Science (B.Sc.), Math, Physics and Chemistry
Financial Planning Standards Council
Certified Financial Planner
Order of Chartered Accountants of Quebec
Chartered Professional Accountant, Chartered Accountant,
Godfrey & Kahn, S.C. September 1996 - Present
Wisconsin Court of Appeals August 1995 - August 1996
Coopers & Lybrand August 1991 - August 1992
Skills
Corporate Law, Tax Law, Mergers & Acquisitions, Tax, Business Transactions
Education
University of Wisconsin-Madison 1992 — 1995
JD
Marquette University 1987 — 1991
BS, Accounting
Canon USA February 1999 - Present
Marsh & McLennan 1996 - 1998
Time, Inc. 1995 - 1996
Coopers & Lybrand August 1987 - July 1994
Commercial Software Incorporated December 1985 - July 1987
Skills
McAfee Email Gateway, Email, SMTP, McAfee, Security, Information Technology, Information Security, Lotus Notes, System Administration, Servers, Networking, Data Center, Computer Security, Gateway, Disaster Recovery, Active Directory, Antivirus, Network Security, System Deployment, VPN, Firewalls, Virtualization, Secure Mail, VMware ESX, VMware, DNS, Windows Server, TCP/IP, Troubleshooting, Technical Support, Cisco Technologies, Microsoft Exchange, Vendor Management
Education
Control Data Institute 1984 — 1985
Data Processing
LIU Post 1980 — 1982
Communication Arts
Nassau Community College 1978 — 1980
Liberal Arts
Herricks High School 1975 — 1978
HS, General
Herricks High School 1974 — 1978
Northwestern Mutual November 2012 - Present
Northwestern Mutual 1999 - Present
Northwestern Mutual April 1998 - Present
Northwestern Mutual April 1998 - Present
Coopers & Lybrand 1995 - 1997
Federal Reserve Bank of Chicago 1986 - 1996
Skills
Customer Service, Strategic Financial..., Insurance, Microsoft Excel, Process Improvement, Financial Analysis, Project Management, Leadership, Marketing, Vendor Management, Mutual Funds, Business Analysis, Risk Management, Finance, Team Building, Change Management, Strategic Planning, Management, Training
Education
Dominican University Graduate School of Business 1991 — 1997
MBA, International Finance
Marquette University 1982 — 1985
Bachelor's Degree, Finance/German
St. Alexander Grade School
Findley Davies, Inc. October 2007 - Present
Watson Wyatt 1996 - 2007
Mercer Human Resource Consulting 1994 - 1996
Coopers & Lybrand 1993 - 1994
CoreSource 1992 - 1993
Skills
Deferred Compensation, Access, Change Management, Benefits Administration, Employee Benefits, Talent Management, Data Analysis, HR Consulting, Defined Benefit, Employee Engagement
Education
Miami University 1987 — 1991
Avon Lake
Avon Lake / Westview
Pfizer October 2009 - Present
Wyeth August 1995 - October 2009
Prudential Insurance January 1985 - March 1987
Coopers & Lybrand May 1980 - December 1984
Education
LIU Brooklyn
iNovia Capital Inc 2007 - Present
Fonds de Solidarité FTQ 2004 - 2007
BCE Inc. 2000 - 2003
Teleglobe 1992 - 2000
Steinberg Inc. 1987 - 1992
Coopers & Lybrand 1981 - 1987
Education
McGill University 1981 — 1982
SuccessDNA LLC April 2011 - Present
Nouveau Group, Inc. August 2001 - Present
e-Recruit, LLC September 2000 - August 2001
Media Stream February 2000 - August 2000
Benchmarking Partners September 1999 - February 2000
Thomson Financial August 1997 - July 1998
Darwin Partners 1998 - 1998
Omniprobe, Inc. June 1994 - August 1997
Gartner May 1990 - June 1994
Coopers & Lybrand April 1986 - March 1989
Skills
Management Consulting, Software Development, Software Project..., Web Applications, Applicant Tracking..., Mobile Applications, Software Engineering, Enterprise Software, Product Development, Business Development, Curriculum Development, Database Design, Data Management, Business Strategy, Leadership, Strategy, Change Management, Human Resources, New Business Development, Team Leadership, Manufacturing, Management, Project Management, Entrepreneurship
Education
Massachusetts Institute of Technology 1973 — 1977
SB, Mechanical Engineering
Sullivan High School 1969 — 1973
HS Diploma
Magic Salt of Northwest Indiana, Inc. September 2011 - Present
Snow and Ice Management Association October 2009 - Present
Snow and Ice Pros, Inc. April 1996 - Present
Northwest Indiana Creative Investors Association 2007 - 2010
Coopers & Lybrand November 1984 - November 1985
Skills
Budgets, Strategic Planning, Small Business, Contract Negotiation, Accounting, Business Planning, Forecasting, Team Building, Financial Analysis, Financial Reporting, New Business Development, Management Consulting, Investments, Account Management, Project Planning, Customer Service, Leadership, Management, Mergers & Acquisitions, Sales Management, Operations Management, Project Management, Process Improvement, Contract Management, Entrepreneurship, Due Diligence, Strategy, Business Strategy, Sales, Negotiation, Training, Business Development, Coaching, Team Leadership
Education
Marquette University 1975 — 1979
Bachelor of Science, Accounting
St. Viator High School 1971 — 1975
BOEHM Inc September 1998 - Present
Limited Brands December 1994 - May 1997
PricewaterhouseCoopers March 1993 - November 1994
The Limited September 1990 - March 1993
Coopers & Lybrand May 1982 - August 1990
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Managerial Finance, Mergers, Forecasting, Internal Controls, Manufacturing, Budgets, Business Planning, Strategic Planning, Corporate Finance, Auditing, Management Consulting, Corporate Governance, Consulting, Due Diligence, General Ledger, Valuation, Financial Mgmt, ESOP, Mergers & Acquisitions, Cash Management, Analysis, Finance, Strategic Financial..., SEC filings, Business Valuation
Education
Marshall University 1979 — 1981
MBA
University of Kentucky 1973 — 1975
BA
En genre et en nombre inc. November 1992 - July 2011
Syntagme May 1989 - October 1992
Coopers & Lybrand November 1988 - April 1989
Price Waterhouse February 1987 - November 1988
Institut canadien des valeurs mobilières July 1986 - February 1987
Education
Université de Montréal 1988 — 1990
certificate, Japanese
Université de Montréal 1984 — 1986
Masters, Translation
McGill University 1981 — 1984
Bachelor, Education - French as a second language
Cégep Édouard-Montpetit 1978 — 1980
DEC, Langues
Polyvalente JH Leclerc 1977 — 1978
DES, Général
Présentation de Marie 1973 — 1977
sec IV, général
PricewaterhouseCoopers Limited 2011 - Present
PricewaterhouseCoopers 1995 - 2011
Coopers & Lybrand 1989 - 1995
Morton International 1982 - 1989
Bankers Life and Casualty 1980 - 1982
Skills
IT Strategy, Business Process..., Governance, Business Analysis, Business Process, IT Management, Information Technology, Process Improvement
Education
Lewis University 1983 — 1987
MBA
Lewis University 1976 — 1980
BS, Computer Science
U. S. Treasury Dept. June 2010 - Present
August Financial Holding Co., Inc. May 2002 - May 2003
Akamai Technologies, Inc. November 1998 - November 2001
XCom Technologies, Inc. November 1997 - November 1998
Bank of Boston November 1900 - November 1997
Coopers & Lybrand 1987 - 1990
Coopers & Lybrand (now PricewaterhouseCoopers) 1987 - 1990
Skills
Accounting, Finance, Tax Preparation, Financial Modeling, Auditing, Financial Analysis, Internal Controls, Mergers & Acquisitions, Managerial Finance
Education
Suffolk University - Sawyer School of Management 2010 — 2011
MST, Taxation
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2000
Greater Boston Executive Management Program, Business Management
Providence College 1982 — 1986
BS, Accounting
Reading Memorial High School 1978 — 1981
Finale Home Improvement, LLC October 2007 - Present
Siemens Business Services August 1999 - September 2001
Unisys August 1996 - August 1999
The CD Group October 1995 - May 1996
JP Morgan October 1993 - July 1995
Morgan Stanley April 1993 - October 1993
Coopers & Lybrand June 1992 - April 1993
Education
LIU Post
Hewitt Associates 2008 - Present
Sara Lee Corporation October 1986 - June 2007
Gould Inc. 1982 - 1985
BP Amoco 1980 - 1982
Coopers & Lybrand January 1977 - December 1979
Commerce Clearing House September 1974 - December 1976
Education
The John Marshall Law School 1977 — 1980
LLM, Taxation
University of Miami School of Law 1971 — 1974
JD
Loyola University Chicago 1967 — 1971
East River Energy, Inc January 1996 - Present
Independent Consultancy March 1993 - April 1995
ICF International August 1990 - March 1993
Meridan Healthcare, Inc. February 1986 - May 1990
National Realty Services October 1984 - February 1986
Coopers & Lybrand July 1981 - November 1984
Skills
Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Microsoft Office, Forecasting, Business Turn-arounds, Buisness Optimization
Education
Loyola College in Maryland 1987 — 1990
Masters, Finance
University of Virginia 1977 — 1981
BS, Accounting
Mallinckrodt Pharmaceuticals 1998 - Present
Exide Electronics 1986 - 1993
"National Standard Company" 1985 - 1987
Coopers & Lybrand 1983 - 1985
Skills
Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Process Improvement, Financial Analysis, Internal Controls, Cross-functional Team..., General Ledger, Six Sigma, Auditing, Sarbanes-Oxley, US GAAP, Hyperion Enterprise, Cost Accounting, SAP, Peer Mentoring
Education
Western Michigan University 1980 — 1983
BBA, Accounting
Bentley High School 1977 — 1979
Meredith College
MBA
Wells Fargo May 2009 - Present
Wells Fargo Securities May 2008 - June 2009
Wells Fargo Bank April 1998 - April 2008
Bank of Montreal November 1991 - March 1998
Coopers & Lybrand September 1988 - October 1991
Skills
Portfolio Management, Banking, Credit, Financial Analysis, Risk Management, Capital Markets, Corporate Finance, Financial Modeling, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Treasury Management
Education
McMaster University 1990 — 1993
Master of Business Administration (MBA), Finance, General
Wilfrid Laurier University 1984 — 1988
Bachelor's degree, Accounting and Finance
Wyatt, Tarrant & Combs, LLP November 2003 - Present
Ogden, Newell & Welch, PLLC October 1997 - October 2003
Tilford, Dobbins, Alexander, Buckaway & Black January 1997 - October 1997
Coopers & Lybrand September 1994 - December 1996
Skills
Estate Planning, Wills, Trusts, Estate Administration, Litigation, Estate Tax Planning
Education
Louis D. Brandeis School of Law at the University of Louisville 1991 — 1994
Juris Doctor
Smith College 1987 — 1991
Bachelors of Arts, Economics and Spanish Language and Literature
duPont Manual High School
Salutatorian
Synchrony Financial January 2014 - Present
GE Capital - Retail Finance January 2012 - December 2013
GE Capital February 2005 - December 2011
GE Capital April 2002 - February 2005
GE Capital September 2000 - April 2002
GE Capital September 1998 - September 2000
Health Partners, Inc December 1993 - September 1998
Coopers & Lybrand August 1989 - December 1993
Skills
Strategic Planning, New Business Development, Financial Analysis, Team Leadership, Accounting, Customer Relations, M&A experience, Executive Management, Corporate Treasury, Financial Planning, Financial Modeling, Financial Reporting, Operations, Leadership Development, Analytics, Launch Of New Products, Cost Productivity, Investments, Investor Relations, Sales Support, Marketing Strategy, Market Analysis, Treasury Management, Strategy, Strategic Financial..., Management, Corporate Finance, Financial Services, Banking, Acquisition Integration, Finance, Credit Cards, Leadership, Customer Service, Financial Risk, Business Strategy, Business Development, Analysis, Mergers & Acquisitions, Loans, Internal Controls, Pricing, Cash Management
Education
Marist College 1985 — 1989
BS, Accounting
Deutsche Bank April 2014 - May 2015
Deutsche Bank March 2009 - April 2014
ADP May 1999 - December 2009
ADP Inc 2004 - 2007
ADP 1999 - 2004
Prudential Inc. 1997 - 1999
Coopers & Lybrand 1993 - 1997
Skills
Project Management, SDLC, Strategy, Call Center, Infrastructure..., Management, Leadership, Contact Centers, Vendor Management, Security, IT Strategy, Solution Architecture, ITIL, Six Sigma, Telecommunications, Call Centers, IT Management, SaaS, Program Management, Business Process..., Information Technology, Integration, Business Analysis, Enterprise Software, Outsourcing, CRM, Business Process, Process Improvement
Education
Lycoming College 1988 — 1992
BA, Business Administration and Economics
LightHammer Holdings, Ltd. October 2014 - Present
Penklor Realty LLC January 2014 - October 2014
Harkavy Management Services, Inc. January 2009 - January 2014
Paramount Enterprises Unlimited May 2006 - January 2009
Ace Mortgage Funding August 2004 - May 2006
James B. Whittenburg, CPA January 1995 - August 2004
Hook-SuperX, Inc. January 1991 - December 1994
Coopers & Lybrand 1986 - 1990
Skills
Financial Planning, Financial Reporting, Financial Analysis, Controller, General Ledger, Monthly Close, Budget Development, Budget Management, Real Estate Financing, Real Estate Transactions, Employee Management, Vendor Relations, Investment Properties, Budgets, Accounts Receivable, Accounts Payable, Team Building, QuickBooks, Strategic Financial..., Finance, Auditing, Bank Reconciliation, GAAP, Internal Controls, Financial Accounting, Accounting, Financial Statements, Cash Management, CPA, Internal Audit, Payroll, Management, Forecasting, Cash Flow, Tax, Cash Flow Forecasting
Education
Miami University 1983 — 1986
BSBA, Accountancy
John Deere Intelligent Solutions Group July 2007 - Present
John Deere Des Moines Works October 2004 - July 2007
Square D Company / Schneider Electric February 2004 - September 2004
Square D Company / Schneider Electric March 2001 - February 2004
Square D Company / Schneider Electric 1994 - 2001
Bearing Service Company of Pennsylvania 1991 - 1994
Schneider (USA) Pittsburgh, Inc., 1990 - 1991
Coopers & Lybrand 1989 - 1990
Tracor Aerospace (now BAE Systems) 1987 - 1989
Tracor Aerospace (now BAE Systems) 1985 - 1987
Skills
Manufacturing..., Manufacturing, Product Development, Process Improvement, Machining, Root Cause Analysis, Lean Manufacturing, FMEA, Continuous Improvement, Mechanical Engineering, Six Sigma, Engineering Management, Engineering, Supply Management, Cross-functional Team..., 5S, SPC, Quality Assurance, Aerospace, Mechanical Testing, Value Stream Mapping, Outsourcing, Electronics, Supplier Quality, Reliability Test, Virtual Teams, Virtual Testing, Electrical Testing, Ergonomics
Education
Massachusetts Institute of Technology 2014 — 2015
Graduate Certificate, Systems Engineering and Product Development
Dale Carnegie Training 2009 — 2009
Certificate of Achievement, Dale Carnegie Training, N/A
The University of Texas at Austin 1981 — 1985
B.S., Mechanical Engineering
Sidney Lanier High School 1978 — 1981
The Practical Solutions Group, LLC May 2005 - Present
Meta Solutions 1995 - 2005
LAG Consulting 1991 - 1995
KPMG 1988 - 1989
Coopers & Lybrand 1978 - 1988
Skills
Vendor Management, Computer System..., 21 CFR Part 11, Quality Assurance, Due Diligence, FDA, Problem Solving, Consulting, Software Documentation, Business Process, Quality System, Internal Audit, Quality Management, HIPAA, Risk Assessment, Disaster Recovery, Computer Security, Technical Writing, Auditing, FDA GxP, Training Development..., Warning Letter..., 483 Remediation, Investigations, Mock FDA Inspections
Education
Long Island University, Brooklyn Campus
MBA, Management
Long Island University, Brooklyn Campus
BA, Poliitcal Science
Enterprise Holdings October 2003 - Present
Enterprise Holdings Inc. 1992 - Present
Enterprise Rent-A-Car September 1998 - September 2004
Enterprise Rent-A-Car July 1995 - August 1998
Enterprise Rent-A-Car June 1992 - June 1995
Coopers & Lybrand July 1989 - May 1992
Skills
Legislative Affairs, Risk Mitigation, Facility Management, Strategic Planning, Team Building
Education
Marquette University 1985 — 1989
BS, Accounting & Finance
Chaminade
UNICEF February 2012 - Present
Self Employed May 2011 - March 2012
The Queens Borough Public Library June 2009 - March 2011
Resources Global Professionals August 2004 - June 2009
Bayer HealthCare LLC 2006 - 2008
Network Adjusters August 1999 - July 2003
Teach for America July 1995 - September 1997
Coopers & Lybrand July 1989 - July 1995
Balbec Construction 1987 - 1989
Skills
SOX, Internal Controls, Budgeting, Strategic Planning, Process Improvement, Analysis, Non-profits, Excel, Compliance, Accounting, Financial Reporting, Planning, Microsoft Office, Management Consulting, Change Management, Access, PowerPoint, Financial Analysis, Data Analysis, Word, Problem Solving, Financial Management, Sarbanes-Oxley Act, Budgets, ERP, Nonprofits, Business Process, Management, Executive Management, Policy, Risk Management, Business Process..., Forecasting, SAP, Auditing, Microsoft Excel, Managerial Finance
Education
LIU Post 1987 — 1989
MS, Accounting
Stony Brook University 1976 — 1981
BA, Theater
St.Mary Magdelene 1964 — 1972
Dominican University July 2014 - Present
Elmhurst College July 2014 - Present
PwC 1998 - June 2014
KPMG US 1993 - 1998
A.T. Kearney 1990 - 1992
Coopers & Lybrand 1986 - 1990
Argonne National Laboratory 1984 - 1986
Education
Purdue University - Krannert School of Management 1979 — 1983
Doctor of Philosophy (Ph.D.), Economics
Purdue University - Krannert School of Management 1979 — 1981
Master of Science (M.S.), Economics
Marquette University 1976 — 1978
Master of Arts (M.A.), Economics
Marquette University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Economics and Finance
Heartland Advisors, Inc. July 2015 - Present
Heartland Advisors 1997 - June 2015
Strong Financial Services 1992 - 1997
Strong Capital Management 1992 - 1997
Strong Corneliuson Capital Management 1992 - 1997
Price Waterhouse Coopers formerly Coopers & Lybrand 1984 - 1992
Coopers & Lybrand 1984 - 1992
Skills
Mutual Funds, Securities, Investments, Investment Management, Financial Services, Alternative Investments, Hedge Funds, FINRA, Corporate Governance, 401k, Wealth Management, Investment Advisory, Series 7, Series 24, Series 65, Series 27, Series 99, Series 63, Series 3, Series 4, Mergers & Acquisitions, Equities, Asset Management, Tax, Financial Analysis, Finance
Education
University of Wisconsin-Milwaukee 1988 — 1992
MST, Taxation
Marquette University 1982 — 1984
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 1979 — 1982
BBA, Accounting
ArchCare October 2012 - Present
Deloitte September 1998 - October 2013
Coopers & Lybrand 1975 - 1998
Skills
SEC filings, Financial Reporting, Auditing, Big 4, Private Equity, Accounting, US GAAP, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Valuation, Enterprise Risk..., Financial Analysis, Hedge Funds, CPA, GAAP, Assurance, Risk Management, External Audit, Financial Accounting, Financial Audits, Internal Audit
Education
Manhattan College
Bachelor of Arts (B.A.), History
St. John's University
Master of Business Administration (MBA), Accountancy
NECA 2003 - Present
NECA 1998 - 2003
Foster Wheeler 1991 - 1998
Coopers & Lybrand September 1983 - August 1991
Clinique 1979 - 1983
Skills
Financial Reporting, Forecasting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Telecommunications, Business Analysis, Finance, Vendor Management, Budgets, Leadership, US GAAP, Risk Management, Analysis, Business Strategy, Strategic Planning, Accounting, Mergers & Acquisitions, Management, Change Management
Education
Manhattan College
Bachelor's Degree in Business Administration
Integrated Business Technologies October 1999 - Present
M. Fabrikant & Sons June 1993 - May 1999
Coopers & Lybrand June 1988 - May 1993
Education
LIU Post
MBA, Information Systms
LIU Post 1980 — 1984
bachelors, Computer Science
Guilderland Central School District October 2007 - November 2008
Voorheesville CSD August 1998 - September 2007
Coopers & Lybrand August 1996 - September 1997
Education
Massachusetts College of Liberal Arts 2000 — 2001
Administrative Certification
Union College 1994 — 1996
MBA, Accounting
Union College 1990 — 1994
BS, Psychology
Master Battery, LLC 2009 - Present
Decosimo/Elliott Davis Decosimo October 2013 - May 2015
Goody's Family Clothing 2005 - 2008
Goody's Family Clothing 2000 - 2005
Goody's Family Clothing 1997 - 2000
Goody's Family Clothing 1994 - 1997
Coopers & Lybrand 1993 - 1994
KPMG 1991 - 1993
KPMG 1989 - 1991
Skills
Inventory Management, Retail, Forecasting, Customer Service, Team Building, Budgets, Strategic Planning, Inventory Control, Management, Process Improvement, Leadership, Merchandising, Negotiation, Profit, Income Statement, P&L Management, Financial Reporting, Financial Modeling, Small Business, Operations Management, Business Planning, Start-ups, Pricing, Purchasing, P&L, Accounting, CPA, Internal Audit, Financial Analysis
Education
Lincoln Memorial University 1983 — 1987
B.S., Accounting
Plante Moran 2013 - Present
Fishman Advisors, LLC 2007 - 2013
Birch Hill Partners, LLC 2011 - 2012
Deloitte & Touche 2001 - 2007
Deloitte Financial Advisory Services 2001 - 2007
Cyrk 1997 - 2001
KPMG 1996 - 1997
Coopers & Lybrand (now PricewaterhouseCoopers) 1991 - 1996
Coopers & Lybrand 1986 - 1989
Skills
Restructuring, Corporate Finance, Valuation, Bankruptcy, Operations Management, Forensic Accounting, Financial Analysis, Due Diligence, Business Valuation, Financial Modeling, Mergers, Acquisition Integration, Divestitures, Management Consulting, Private Equity, Litigation Support, Financial Reporting, Finance, Accounting, Business Planning
Education
The University of Chicago 1989 — 1991
MBA, Finance
University of Michigan 1984 — 1986
BBA, Accounting
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
BBA, Accounting
Miami University 1981 — 1983
Busness Administration - (Economics & Finance)
Worldpac Canada Inc August 2014 - Present
Granite Services January 2010 - August 2012
Granite Services International Inc. October 2006 - January 2009
Sierra Flower Trading Ltd April 2005 - October 2006
AS Consulting December 2003 - April 2005
Honeywell Aerospace October 1995 - December 2003
Dominion Bridge Corp (sold and renamed ADF Heavy Industries Inc.) December 1992 - July 1993
Ericsson-GE Mobile Communications October 1990 - November 1992
Johnson & Johnson September 1980 - October 1988
Coopers & Lybrand August 1976 - December 1979
Skills
Change Management, Six Sigma, Process Improvement, Operations Management, Strategic Planning, Team Building, Business Strategy, Program Management, Operational Excellence, Continuous Improvement, Project Management, Cross-functional Team..., Project Planning, Performance Management, Leadership, Lean Manufacturing, Management, Human Resources, Contract Negotiation, Supply Chain, Analysis, Business Planning, Business Process..., CRM, Executive Management, Procurement, Energy, Customer Satisfaction, Finance, Forecasting, Strategy
Education
Université du Québec à Montréal 2003 — 2005
MBA, General
Order of Certified Management Accountants of Quebec
CMA, Accounting
McGill University 1978 — 1979
Graduate Diploma in Public Accountancy, Accounting
McGill University 1973 — 1976
Bachelor of Commerce, Accounting and Finance
Klein Liebman & Gresen, LLC 1998 - Present
Long Island University, CW Post Campus September 2010 - February 2014
Gotham Networking 2009 - 2012
Klein, Liebman & Gresen 1998 - 2009
Margolin, Winer & Evens LLP 1989 - 1998
Coopers & Lybrand 1993 - 1995
Skills
Forensic Accounting, Litigation Support, Leadership Development, Accounting, Computer Forensics, Litigation, Business Valuation, Expert Witness, Mediation, Fundraising, Alternative Dispute..., Arbitration, Auditing, CPA, Certified Fraud Examiner, Estate Planning, Finance, Forensic Analysis, Fraud, Trials, Trusts, Valuation, White Collar Criminal...
Education
LIU Post 1989 — 1991
MS, Public Accounting
State University of New York College at Oswego 1983 — 1987
BA, Psychology
Public Storage July 2014 - Present
Auction.com September 2011 - March 2014
LNR Property Corporation May 1998 - September 2011
Coopers & Lybrand September 1994 - May 1998
Skills
Real Estate, Disposition, Real Estate Economics, Real Estate Development, Real Estate Transactions, Brokerage, Asset Management, Residential Homes, Leases, Commercial Real Estate, Due Diligence, Contract Negotiation, Entitlements, Land Development, Apartments, Tenant, Lease Negotiations, Land Acquisition, Acquisitions, Location Intelligence, Investment Properties, Real Estate Private..., Real Estate Financing, Corporate Real Estate, Lease Administration, Appraisals, Landlords, Investments, Valuation, Investors, Property, Property Management, CMBS, Commercial Mortgages, Shopping Centers
Education
Loyola Marymount University 1991 — 1994
BS, Accounting
IFG Companies March 2013 - Present
N.A. March 2008 - February 2013
Colgate Palmolive March 2004 - November 2005
TIAA-CREF June 2003 - November 2005
Gen Re August 2000 - June 2003
PwC October 1989 - June 1992
Coopers & Lybrand July 1980 - September 1989
Skills
Hedge Funds, Options, Refinance, Credit Risk, Finance, Funding, Accounting, Budgeting, Insurance, Reinsurance, Underwriting, Negotiation, Financial Services, Mergers & Acquisitions, Auditing, General Insurance, Budgets, Business Strategy, Due Diligence, Management, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Masters of Science in Management, Business Administration and Management, General
Massachusetts Institute of Technology
Wellesley College
Bachelor of Arts (B.A.)
BCDS
Best Doctors April 2012 - January 2014
Textron Systems May 2006 - April 2012
GE-Electric Insurance 1996 - 2006
Consolidated Group 1994 - 1996
Allmerica 1993 - 1993
Liberty Mutual 1991 - 1993
Coopers & Lybrand 1988 - 1991
Skills
Financial Analysis, Microsoft Excel, Management, Cross-functional Team..., Forecasting, Mergers, Analysis, Mergers & Acquisitions, Financial and..., Internal Audit, Leadership, Manufacturing, Six Sigma, Auditing, Budgets, Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Finance, Internal Controls, Managerial Finance, Business Process, Business Intelligence, Project Management, Cost Accounting, Strategic Planning, Process Improvement, Project Planning, Integration, General Ledger, Business Process..., Financial Modeling, Strategic Financial..., Corporate Finance, Financial Planning, Shared Services
Education
Merrimack College 1984 — 1988
BS in Business Administration, Accounting
Troyer Foods, Inc. January 1996 - Present
Hamelin Industries, Inc. 1985 - 1988
Coopers & Lybrand 1983 - 1985
Peat Marwick 1981 - 1982
Skills
Food, Food Service, Strategic Planning, Sales Management, Team Building, New Business Development, Negotiation, Marketing Strategy, Budgets, Purchasing, Forecasting, Sales
Education
Manchester University 1977 — 1981
BS, Accounting/Business
Hartford HealthCare June 2013 - Present
The Archdiocese of Hartford October 2009 - June 2013
York Enterprises, Inc February 1998 - October 2009
Yale New Haven Hospital June 1992 - February 1998
Coopers & Lybrand January 1987 - June 1992
Skills
Financial Reporting, Internal Controls, Cash Flow, Accounting, Financial Accounting, Financial Analysis, Auditing, Strategic Financial..., Financial Modeling, Internal Audit, Tax, Budget, US GAAP, Managerial Finance, Finance, Accounts Receivable, Cash Management
Education
University of New Haven 1994 — 1997
Masters, Business Administration
The University of Connecticut School of Business 1984 — 1986
Bachelors, Accounting
Manchester Community College 1982 — 1984
Associates, Accounting
Operation Husky 2013 June 2009 - Present
Coopers & Lybrand 1989 - 2001
Skills
Strategic Planning, Budgets, Team Leadership, Leadership, Management
Education
McGill University
MBA, Finance and Marketing
Truven Health Analytics May 2012 - Present
Tatum Partners LLC December 2009 - April 2012
PricewaterhouseCoopers March 1984 - February 2008
Coopers & Lybrand 1984 - 1998
Skills
New Business Development, Analytics, Health Insurance, Healthcare Information..., Employee Benefits, Risk Management, Management Consulting, Internal Controls, HRIS, Strategic Planning, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Accounting
Education
Southern New Hampshire University 1975 — 1978
MBA, Finance
Manhattanville College 1971 — 1975
BA, Math and Economics
TDK-Lambda Americas, Inc. April 2015 - Present
Amano Cincinnati, Inc. June 2012 - April 2015
EducationDynamics November 2007 - January 2009
The Hertz Corporation 2005 - 2007
Revlon May 2000 - June 2005
General Instrument Corporation April 1993 - December 1999
Toshiba January 1990 - March 1993
Baker & Taylor January 1987 - December 1989
Coopers & Lybrand January 1985 - December 1986
MCI September 1983 - December 1984
Skills
Accounting, Financial Reporting, Budgeting, SEC reporting, Microsoft Office, GAAP, SOX, Mergers, Process Improvement, Internal Controls, Forecasting, Financial Modeling, Analysis, Auditing, Strategic Planning, Financial Analysis, Restructuring, IFRS, Audit, Cost Accounting, Internal Audit, Cash Management, IPO, Business Planning, Financial Management, Planning, Due Diligence, Consolidation, Budgets, Sarbanes-Oxley Act, SEC filings, Accounts Receivable
Education
LIU Post 1979 — 1983
B.S., Accounting
West Bend Mutual Insurance March 2013 - Present
West Bend Mutual Insurance April 2010 - Present
West Bend Mutual Insurance May 1996 - May 2010
Coopers & Lybrand May 1995 - May 1996
Skills
Property & Casualty..., Risk Management, Information Security, Computer Security, Insurance Law, Reinsurance, Organizational Change, Data Governance, Project Management
Education
Marquette University Law School 1992 — 1995
JD, Law
Marquette University 1988 — 1992
BS, Accounting and Business Administration
PricewaterhouseCoopers September 1985 - Present
Coopers & Lybrand September 1979 - June 1985
Skills
Auditing, Financial Reporting, Accounting, Leadership
Education
Marywood University 1972 — 1976
BS, Physical Education / Health
Harold Eldridge, CPA March 1991 - Present
Coopers & Lybrand October 1978 - March 1991
Education
McMurry University 1962 — 1966
BBA, Accounting
Abilene Wylie High School 1948 — 1956
Graduate, General
Nexsen Pruet, PLLC AttorneyNexsen Pruet, LLCJanuary 1986 - Present
Coopers & Lybrand March 1983 - December 1985
Skills
Strategic Planning, Litigation, Legal Research, Trusts, Negotiation, Management, Budgets
Education
Wake Forest University School of Law 1980 — 1982
JD
Miami University 1973 — 1975
Bachelor of Science (B.S.), Accounting
Washington & Lee University 1971 — 1973
Accounting
The TLM Group LLC Owner Representation - Project Management 1999 - Present
NY Metro 7x24 Exchange February 2010 - Present
NatWest Markets 1997 - 1999
American International Group 1994 - 1996
General Contractor July 1991 - October 1994
Coopers & Lybrand December 1989 - July 1991
O'Brien Kreitzberg and Associates June 1985 - December 1989
Skills
Program Management, Construction Management, Data Center, Facilities Management, Construction, LEED, Project Management, Value Engineering, Infrastructure, Management, Contract Management, Project Planning, Budgets, Contract Negotiation, Pre-construction, Process Scheduler, HVAC, LEED AP, Green Building
Education
Manhattan College 1981 — 1985
Bachelors, Mechanical Engineering
Xaverian HS 1977 — 1981
Textron Financial February 1998 - September 2009
Systran Financial Services Corp August 1995 - February 1998
Coopers & Lybrand September 1992 - August 1995
Education
Linfield College 1988 — 1992
Bachelors of Science, Accounting
IBM September 2013 - Present
IBM April 2011 - September 2013
IBM Global Business Services October 2002 - February 2012
Price Waterhouse Coopers July 1998 - September 2002
Coopers & Lybrand August 1992 - June 1998
Skills
Strategy, Management Consulting, Consulting, Management, Business Transformation, IT Strategy, Outsourcing, Enterprise Software, Business Process..., Business Strategy, Cloud Computing, Professional Services, SaaS, Program Management, Business Intelligence, Thought Leadership, CRM, Project Portfolio..., Business Process, Solution Selling, Governance, Change Management, Competitive Analysis, Collaborative Project..., Go-to-market Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
SM (MBA), Management -- Strategy & Operations
Northeastern University 1979 — 1984
BS, Mechanical Engineering -- Materials Science Concentration
JohnsonDiversey Manager, Global Accounting & ReportingDiverseyJanuary 2002 - Present
CNH Capital 2000 - 2002
Coopers & Lybrand January 1984 - October 1987
Skills
Hyperion Enterprise, Internal Controls, Accounting, Financial Reporting
Education
Marquette University 1978 — 1983
B.S. & M.A.S., Accounting
Marquette University 1978 — 1983
bs, accounting
Marquette University High School 1975 — 1978
Alverno College Elementary School 1964 — 1974
CGI Group Inc. February 2012 - Present
CGI Group Inc. October 2006 - February 2012
Rand A Technologies 1997 - 2004
Gold Disk Inc. 1990 - 1997
Coopers & Lybrand 1985 - 1990
Skills
Managerial Finance, Business Process..., Acquisition Integration, Sarbanes-Oxley Act, Financial Reporting, Business Analysis, Financial Modeling, Financial Analysis, ERP, Business Process..., Process Improvement, Business Strategy, Management Consulting, Internal Controls, Outsourcing, Forecasting
Education
McMaster University 1981 — 1985
B Comm, Accounting/Finance
Institute of Chartered Accountants of Ontario
CA
IBM Global Business Services August 2010 - Present
Keane, Inc. June 2007 - April 2010
Keane July 2006 - June 2007
Keane, Inc April 2005 - July 2006
Keane, Inc. August 2003 - May 2005
Keane, Inc. March 2001 - August 2003
Keane, Inc. June 1998 - March 2001
Epcom Corporation November 1996 - June 1998
Source Consulting December 1995 - November 1996
Coopers & Lybrand December 1993 - December 1995
Skills
Software Development, Training, SDLC, Requirements Analysis, PMP, Data Warehousing, Requirements Gathering, Business Intelligence, Business Analysis, Oracle, Integration, PL/SQL, Data Modeling
Education
Oakland University 1985 — 1989
BS, Management Information Systems
Macomb Community College 1970 — 1985
Associates, Data Processing
Legg Mason June 2006 - Present
Legg Mason June 1999 - June 2006
Coopers & Lybrand August 1984 - April 1991
Skills
Financial Modeling, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Strategic Financial..., Auditing, Financial Reporting, Due Diligence, Internal Audit, Risk Management, Financial Services, Corporate Finance, SEC filings, Mergers & Acquisitions, Finance
Education
Loyola College in Maryland 1983 — 1984
Accounting
University of North Carolina at Chapel Hill 1978 — 1980
Master of Regional Planning, Housing Policy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science
Symphony Asset Management 1994 - 2009
Wells Fargo Investment Advisors 1984 - 1994
Barclays Global Investors, N.A. (WFNIA) 1984 - 1994
Coopers & Lybrand 1977 - 1984
Education
McMaster University 1973 — 1977
Bachelor of Commerce (B.Com.), Accounting and Finance, Magna Cum Laude
Belk Stores Services, Inc. March 2000 - Present
Belk Stores Services, Inc. September 1997 - March 2000
CSX Corporation (Sea-Land Services, Inc. Headquarters) July 1996 - September 1997
Belk Stores Services, Inc. January 1993 - July 1996
Coopers & Lybrand August 1990 - January 1993
Deloitte & Touche November 1988 - August 1990
Sheehan & Company December 1986 - November 1988
Skills
Tax
Education
Long Island University, C.W. Post Campus 1984 — 1986
B.S., Accounting
Marshall University March 1997 - Present
Banc One West Virginia, NA 1986 - 1997
Coopers & Lybrand 1982 - 1986
Skills
Higher Education, Microsoft Excel, Budgets, Analysis, Internal Controls, Financial Accounting, Auditing, Accounts Payable, Financial Reporting, Accounts Receivable, Financial Analysis, QuickBooks, Tax, Accounting, Managerial Finance, Public Speaking
Education
Marshall University 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
The Watemark Group, LLC August 2005 - Present
Crowe Chizek & Co., LLP 1987 - 2005
Coopers & Lybrand 1983 - 1987
Skills
GAAP, Accounting, CPA, Auditing, Tax, Financial Reporting, Income Tax, Internal Controls, US GAAP, Corporate Tax, Tax Preparation, Assurance, Financial Accounting, Tax Returns, Strategic Planning, Partnership Taxation
Education
Manchester University 1979 — 1983
BS, Accounting
INFRA Technology June 2011 - Present
Banking Institute of the State University - Higher School of Economics September 2010 - June 2014
MDC Capital November 2007 - December 2010
Gazprombank November 2005 - November 2007
ABN AMRO April 2003 - November 2005
Raiffeisen Investment October 1997 - September 2002
Coopers & Lybrand August 1994 - October 1997
Skills
Emerging Markets, Capital Markets, Corporate Finance, Russian, Economics, Business Strategy, Valuation, Due Diligence, Financial Modeling, Private Equity, Mergers & Acquisitions, Strategy, Management, Investment Banking, Investments, Venture Capital, Energy, Business Development, Start-ups, Project Management
Education
Madrid Business School 1991 — 1993
MBA
Lomonosov Moscow State University (MSU) 1983 — 1988
University degree, Economics
BTE Technologies December 2007 - Present
Comcast 2000 - 2007
Alex Brown & Sons 1990 - 2000
Legg Mason 1983 - 1990
Coopers & Lybrand 1979 - 1983
Skills
Financial Reporting, Process Improvement, Strategic Planning, Accounting, Budgets, Financial Analysis, Finance, Forecasting, Analysis, Financial Modeling, Managerial Finance
Education
Loyola College in Maryland
MBA, Finance
Loyola University Maryland 1975 — 1979
BA, Accounting
Costanzo & Assocates, PLLC 1976 - Present
WV Board of Regents June 1986 - June 1990
Coopers & Lybrand January 1969 - January 1976
Skills
Accounting, Auditing, CPA, Financial Planners, Insurance, Strategic Financial..., Tax Preparation
Education
Xavier University
MBA, Finance
Marshall University
BBA, Accounting
Institut de readaptation Gingras-Lindsay de Montreal 2005 - Present
Boissons Gazeuses Environnement May 2004 - Present
Prometic Life Sciences March 1996 - September 1999
Imasco Ltd March 1993 - June 1996
Imperial Tobacco Canada June 1981 - August 1993
Coopers & Lybrand 1972 - 1978
Skills
Environmental Awareness, Strategic Planning, Strategy, New Business Development, Business Strategy, Marketing Strategy, Waste Management, Sustainability, Project Management, Management Consulting
Education
McGill University 1972 — 1975
Loyola College 1969 — 1972
B.Comm., Finance
Loyola College Montreal 1965 — 1969
B.A., Biology-chemistry
Independent Consultant Sr. Mgr. FinanceOmnitracs LLC, formally a wholly owned subsidiary of QUALCOMMNovember 2013 - April 2015
Qualcomm September 1997 - November 2013
McKesson October 1994 - September 1997
Coopers & Lybrand September 1991 - October 1994
Skills
Strategic Financial..., Variance Analysis, Telecommunications, Product Management, Process Improvement, Mobile Devices, Budgets, Cross-functional Team..., Financial Analysis, Forecasting, Wireless, Financial Reporting, Financial Modeling, Accounting, Strategic Planning, Finance
Education
San Diego State University-California State University 1998 — 2000
Master of Business Administration (MBA)
Loyola Marymount University 1987 — 1991
Bachelor of Science (BS), Accounting
NeeD Financial Services April 2014 - Present
Partners USA/Bedford Falls May 1993 - June 2002
Coopers & Lybrand September 1990 - April 1993
Skills
Recruiting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Financial Reporting
Education
Loyola Marymount University 1986 — 1990
Bachelor of Science, Accounting
MFP Investors LLC ControllerMFP Investors LLCJanuary 1999 - September 2014
Allen & Company June 1992 - January 1999
Coopers & Lybrand September 1983 - June 1992
Education
New York University - Leonard N. Stern School of Business 1995 — 1996
Master of Business Administration (MBA), Finance
Manhattan College 1979 — 1983
Bachelor of Science (BS), Accounting
Brent A Silva CPA APAC November 2012 - Present
Skarda & Silva LLP CPAs August 1995 - June 2006
Charles E Reese CPA APAC May 1993 - July 1995
Bourgeois Bennett, CPAs & Consultants October 1992 - May 1993
Rebowe & Company, CPAs June 1992 - September 1992
Kushner LaGraize, L.L.C. - Certified Public Accountants & Consultants April 1992 - May 1992
Coopers & Lybrand December 1987 - April 1992
Education
Louisiana State University 1985 — 1987
Bachelor’s Degree, Accounting
Southeastern Louisiana University 1983 — 1985
Accounting