Deloitte & Touche
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (1 Jun 2015–) Headquarters: London Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Subsidiaries: Deloitte UK, Monitor Deloitte,
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Deloitte & Touche Employees
Eastdil Secured May 2011 - Present
DiNapoli Capital Partners June 2010 - August 2010
Kimpton Hotels June 2007 - August 2009
Deloitte & Touche September 2004 - June 2007
Skills
Financial Reporting, Auditing, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Real Estate Economics, Asset Management, Investments, Finance, Mergers & Acquisitions, Real Estate, Private Equity, Real Estate Development, Acquisitions, Microsoft Excel, Budgets, Commercial Real Estate, Real Estate Transactions
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Real Estate, Finance
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Accounting and Finance
American Express July 2012 - Present
Kathleen Reeder Wildlife Photography 2000 - Present
(self employed) October 2006 - July 2012
American Express October 2005 - October 2006
Ameriprise Financial 2004 - 2005
Self-employed 1997 - 2004
Ameriprise Financial 1993 - 1996
Lawson Software 1990 - 1992
Apple Computer 1988 - 1990
Deloitte & Touche 1985 - 1988
Skills
Certified Scrum Master..., Agile & Waterfall..., Program Management, Strategy, Project Management, Business Process, Process Improvement, Project Portfolio..., PMO, SDLC, Change Management, Leadership, Management, Project Planning, Cross-functional Team..., Business Process..., Integration, CRM, PMP, Consulting, Product Management, Vendor Management, Business Analysis, Software Project..., Training, Team Leadership, IT Strategy, Project Delivery, Management Consulting, Business Intelligence, Marketing, Requirements Gathering, Governance, Enterprise Architecture, Business Transformation, IT Management, Wildlife Photography, Photography
Education
California Polytechnic State University-San Luis Obispo 1975 — 1979
Bachelors of Science
Independent Consultant August 2014 - Present
Design Agencies and Companies June 2010 - Present
SapientNitro March 2013 - July 2013
Ninja Standing Desk May 2012 - December 2012
Build2Market July 2009 - June 2010
Deloitte & Touche 2006 - 2007
HandsOn Bay Area 2005 - 2005
SCI Consulting Group 2004 - 2005
Multiple Companies 2001 - 2004
Scient 2000 - 2001
Education
California Polytechnic State University-San Luis Obispo
BS
Cabrillo College
Toyota Financial Services August 2008 - Present
Toyota Financial Services December 2003 - July 2008
Deloitte & Touche October 2000 - December 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Reporting, Auditing, Financial Analysis, Accounting, SEC filings, Financial Accounting, Financial Modeling, Consolidation, Financial Audits
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BA, Finance
Deloitte July 2014 - Present
Deloitte & Touche August 2013 - June 2014
Deloitte August 2010 - August 2013
Deloitte September 2008 - August 2010
Beckman Coulter June 2007 - August 2007
Skills
SEC filings, US GAAP, Financial Accounting, Internal Controls, External Audit, Auditing, GAAP, Financial Reporting, Accounting, Tax, Valuation, Financial Statements, CPA, SEC Filings, Sarbanes-Oxley Act, Financial Analysis, Finance
Education
Cal Poly San Luis Obispo 2003 — 2008
Business Administration, Accounting
The HAVI Group LP October 2013 - Present
Pacific Dental Services April 2013 - September 2013
ARYZTA AG November 2011 - March 2013
Fresh Start Bakeries May 2008 - October 2011
Nelnet June 2006 - May 2008
Bell Industries April 2000 - May 2006
KPMG 1999 - 1999
Deloitte & Touche 1997 - 1999
Geo. S. Olive & Co. 1991 - 1992
Skills
ERP, Change Management, Process Improvement, Budgets, Forecasting, Cross-functional Team..., Strategic Planning, Vendor Management, Operations Management, Management, Strategy, Leadership, Business Process..., Business Strategy, SAP, IT Strategy, Supply Chain Management, Financial Analysis, Team Building, Business Development, Team Leadership, CRM, Project Management, Business Analysis, Mergers & Acquisitions, Business Intelligence, Manufacturing, Business Planning, Contract Negotiation, Information Technology, Outsourcing, Supply Chain, Logistics, Program Management, Integration, Business Process, Management Consulting, Analysis, Project Planning, Product Development, P&L Management, Sarbanes-Oxley Act, Executive Management, IT Management, Six Sigma, Start-ups, Risk Management, Training, Process Engineering, Acquisition Integration
Education
Butler University 1987 — 1991
BS, Accounting
Butler University - College of Business Administration 1987 — 1991
BS, Accounting
Coastal Tractor October 2013 - Present
Stevenson School November 2008 - October 2013
Taylor Farms April 2007 - November 2008
Dobler & Sons March 2005 - April 2007
Monterey Mushrooms July 1990 - January 2005
Deloitte & Touche February 1988 - June 1990
Franchise Tax Board June 1986 - February 1988
Skills
Accounting, Auditing, Budgets, General Ledger, GAAP, Account Reconciliation, Financial Accounting, Financial Analysis, Strategic Planning, Fixed Assets, Revenue Recognition, Variance Analysis, Internal Controls, Year-end Close, Cash Flow, Financial Reporting, Analysis, Microsoft Excel, CPA, Accounts Payable, Tax, Process Improvement, Cash Management, Sales Tax, Budgeting, Balance Sheet, Consolidation, Bookkeeping, Microsoft Office, Bank Reconciliation, Time Management, Cost Accounting, Financial Statements, Journal Entries, US GAAP, Accruals, External Audit, Not for Profit, Property Tax
Education
Cal Poly San Luis Obispo 1983 — 1986
Bachelor's Degree, Business Administration, Accounting Concentration
Salinas High School 1978 — 1982
High School
Sierra Pacific Orthopedics January 2001 - Present
Kaweah Delta Health Care District May 1995 - January 2001
Deloitte & Touche September 1989 - May 1995
Skills
Practice Management, Medical Group..., EMR Implementation..., Physician Recruitment, Medical Practice..., EMR, Healthcare, Physicians, Hospitals, Medical Billing, Physician Relations, Healthcare Consulting, Revenue Cycle Management, Surgery, Revenue Cycle, Orthopedic, Credentialing, Healthcare Industry, EHR, Healthcare Management, Strategic Planning, Healthcare Information..., Orthopedics
Education
California State University-Fresno 2004 — 2005
MBA, Business and Finance
California State University-Fresno 1984 — 1989
BS, Business, Accounting Option
Roku August 2014 - Present
Altera May 2000 - August 2014
AMD December 1997 - May 2000
Deloitte & Touche June 1994 - December 1997
Skills
Auditing, Revenue Recognition, Semiconductors, Finance, Budgets, Sarbanes-Oxley Act, Financial Modeling, Manufacturing, SAP, Financial Forecasting, US GAAP, Forecasting, Financial Analysis
Education
California State University, Fresno 1990 — 1994
BS, Accounting
Higgins & DeYoung Wealth Strategies - Raymond James Financial Services, Inc. 2010 - Present
Edward Jones January 2009 - September 2010
Deloitte & Touche 2006 - 2009
Skills
Estate Planning, Mutual Funds, Financial Planners, Life Insurance, Retirement Planning, Retirement, Financial Analysis, Bonds, Finance, Personal Financial..., Long Term Care Insurance, ETFs, Stocks, Insurance, Closed-end Funds, Estate Tax Planning
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
Deloitte & Touche September 2010 - Present
Skills
Internal Controls, Auditing, US GAAP, Leadership, Financial Reporting, External Audit
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science in Business Administration, Accounting, Cum Laude
Eide Bailly LLP September 2015 - Present
Boyum & Barenscheer PLLP November 2012 - September 2015
Baker Tilly Virchow Krause, LLP November 2010 - November 2012
Ehrhardt Keefe Steiner & Hottman PC December 2003 - November 2010
Couse & Associates, PC October 2002 - December 2003
Deloitte & Touche September 1998 - September 2002
Skills
Tax, Income Tax, FIN 48, Tax Research, Corporate Tax, Tax Accounting, CPA, SEC filings, Partnership Taxation, GAAP, Accounting, Tax Preparation, Auditing, Financial Reporting, Sarbanes-Oxley Act
Education
University of Denver - Sturm College of Law 1997 — 1998
MT, Taxation
California Polytechnic State University-San Luis Obispo 1993 — 1996
BS, Business Administration - Accounting
US Script 2013 - 2014
Emanuel Medical Center 2010 - 2013
Saint Agnes Medical Center 2001 - 2010
United Agri Products Northwest (a ConAgra division) 1998 - 2001
Deloitte & Touche 1993 - 1998
Skills
Financial Reporting, Financial Analysis, Accounting, Budgeting, Accounts Payable, Accounts Receivable, Process Improvement, Change Management, Critical Thinking, Staff Development, Compassion, Leadership, Flexibility, Oral & Written...
Education
California State University, Fresno 2007 — 2008
Masters, Business Administration
California State University, Fresno 1984 — 1988
BS, Finance
Capital Planning Advisors August 2012 - Present
Harris Moy Sollazzo Law Group LLP September 2010 - September 2012
Foreclosure Rental and Flip Funds July 2008 - January 2012
Pacific Capital Investments 2003 - 2009
McDonough Holland & Allen PC 2000 - 2003
Deloitte & Touche July 1995 - July 1997
Skills
Real Estate, Tax, Foreclosures, Contract Negotiation, Negotiation, Estate Planning, Investments, Business Planning, Private Equity, Alternative Investments, Insurance, Corporate Tax Planning, Corporate Law, Nonprofits, Investment Properties, Due Diligence, Asset Management, Mergers & Acquisitions, Securities, Business Tax Planning, Connector of People, Finance, Estate Tax Planning, Real Estate Investment..., Financial Advisory, Personal Tax Planning
Education
University of the Pacific - McGeorge School of Law 1997 — 2000
JD, Tax
California Polytechnic State University-San Luis Obispo 1993 — 1995
BS, Accounting
Monterey High School 1987 — 1991
Buxbaum HCS, LLC 2014 - 2014
SM&A January 2010 - June 2013
SM&A December 2005 - January 2010
SM&A March 2004 - December 2005
Biolase Technology 2001 - March 2004
FutureLink Corp. 2000 - 2001
Deloitte & Touche 1997 - 2000
Skills
Financial Reporting, SEC filings, Financial Analysis, Accounting, Revenue Recognition, Mergers, US GAAP, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Due Diligence, Consolidation, Internal Controls, CPA, Financial Accounting, Auditing, Acquisition Integration, IPO, Process Improvement, Mergers & Acquisitions, Business Process..., Management Consulting, Finance, Cost Accounting, Government Contracting, Executive Management, Business Valuation, Strategic Financial..., Financial Management, Budgeting & Forecasting, Financial Stewardship &..., Cash Flow Management, Balance Sheet..., System Implementations, Technology Enhancements, Treasury Management, Financial Planning &..., Regulatory Compliance &..., GAAP Compliance & SEC..., Auditing & Internal..., Debt & Equity Offerings, Risk Management, Strategy, Analysis, Budgets, General Ledger, ERP, Leadership, Tax, Financial Planning
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting
SoCalGas February 2013 - January 2015
Sempra Energy July 2009 - January 2013
Deloitte & Touche September 2008 - June 2009
Premio, Inc. March 2008 - September 2008
Skills
SAP, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Accounting, Accounting, Account Reconciliation, Business Control, Report Writing, Financial Modeling
Education
California State Polytechnic University-Pomona 2004 — 2008
BS, Accounting
Graham Partners April 2013 - Present
Graham Partners May 2010 - April 2013
Graham Partners July 2008 - May 2010
Deloitte & Touche August 2006 - July 2008
Skills
Financial Modeling, Internal Controls, Financial Reporting, CPA, Financial Analysis, Valuation, SEC filings, Financial Accounting, Private Equity, US GAAP, Auditing
Education
Bucknell University 2002 — 2006
B.S.B.A., Accounting
Deloitte & Touche August 2002 - Present
Arthur Andersen September 2000 - July 2002
Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Controls, Auditing, Financial Reporting, External Audit, IFRS, CPA, GAAP, Accounting, Consolidation, Internal Audit, Big 4, Revenue Recognition, Financial Analysis, Sarbanes-Oxley, Financial Accounting, SEC Filings
Education
Bucknell University 1997 — 2000
BSBA, Accounting
- June 2013 - Present
Deloitte & Touche August 2004 - June 2013
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, CPA, Financial Accounting, Accounting, Financial Analysis, SEC filings, External Audit, General Ledger, Financial Audits
Education
Butler University 2000 — 2004
Bachelor of Science (BS), Accounting
Kaiser Permanente February 2010 - Present
Kaiser Permanente October 2008 - February 2010
Deloitte & Touche July 2005 - September 2008
Deloitte 2005 - 2008
Westaff 2001 - 2005
Skills
Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Healthcare, US GAAP, Policy, Auditing, Accounting, Sarbanes-Oxley, External Audit, Financial Accounting, Financial Reporting, Business Process..., Process Improvement, GAAP
Education
California State University-Stanislaus 1987 — 1989
Bachelor's degree, Accounting
ICON plc November 2014 - Present
Berkley Technology Services May 2014 - November 2014
The Judge Group December 2013 - April 2014
ICON plc September 2011 - January 2014
Continental Resources December 2010 - September 2011
UHS March 2010 - December 2010
Deloitte & Touche June 2004 - November 2010
Comcast Cable September 2002 - June 2004
Liquent April 1998 - August 2001
Stabilus March 1992 - April 1998
Skills
Servers, Microsoft Exchange, Data Center, VMware, Active Directory, Blackberry Enterprise..., Cisco Technologies, Windows Server, DNS, ITIL, Troubleshooting, Powershell, Disaster Recovery, Group Policy, DHCP, Citrix, Help Desk Support, IIS, Infrastructure, Lotus Notes, Microsoft SQL Server, Networking, Technical Support, Software Installation, Unix, VMware ESX, Virtualization, Hardware, Antivirus
Education
Bucks County Community College 1993 — 1996
Associate of Science, Computer Information Processing
Deloitte & Touche September 2010 - Present
Cal Poly State University April 2008 - June 2010
Deloitte June 2009 - August 2009
Skills
Financial Accounting, Auditing, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, SEC filings, Internal Audit, US GAAP, Microsoft Excel, Financial Statements, Corporate Finance, External Audit
Education
Cal Poly San Luis Obispo 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Sade Hungary August 2014 - Present
SADE GROUP November 2013 - December 2014
Sade Hungary April 1999 - October 2013
Ernst & Young March 1998 - April 1999
Deloitte & Touche September 1994 - March 1998
AIESEC 1991 - 1994
Skills
Financial Reporting, Tax, Budgeting, Auditing, Audit, Compliance, Payroll, Strategic Planning, Accounting, Financial Planning, Financial Management, Management Consulting, Administration, Internal Controls, Cash Flow, Financial Analysis, Accounts Payable, Microsoft Office, Accounts Receivable, Contract Negotiation, Business Planning, Executive Management, Budgets, Managerial Finance, Business Strategy, IFRS, Finance, Risk Management, Financial Audits, Management, Restructuring
Education
Budapest University of Technology and Economics 2004 — 2007
MBA, management
Université Jean Moulin (Lyon III) 2004 — 2007
DESS, management
Chartered Institute of Marketing 1995 — 1996
postgraduate, marketing
PSZF 1991 — 1994
economist, accounting
aiesec 1991 — 1994
The Children's Place June 2015 - Present
CR Bard July 2013 - June 2015
MetLife November 2011 - July 2013
Deloitte & Touche March 2008 - December 2011
Etisalat March 2007 - March 2008
Skills
Consulting, CISSP, ITIL, Security, ISO 27001, Risk Assessment, PCI DSS, Audit, IT Governance, IT Audit, IT Risk, Information Security..., SOX, Application Security, COBIT, Security Audits, Unix, Network Security, Business Continuity, Internal Audit, Compliance, Disaster Recovery, Compliance Management, Governance, Information Security..., Security Policy, Operating Systems, Database Security, Databases, Identity Management, Information Security, SAS70, Information Technology, Penetration Testing, Auditing
Education
Cairo University 1999 — 2004
Bachelor of Engineering, Electronics & Telecommunications
Cairo University 1999 — 2004
Bachelor of Engineering, Electronics & Telecommunications
Experian October 2012 - Present
Experian December 2008 - November 2012
Experian February 2011 - August 2011
Deloitte August 2004 - August 2008
Deloitte & Touche 2004 - 2008
Deloitte & Touche Enterprise Risk Services 2004 - 2008
Education
California State Polytechnic University-Pomona
IT Auditing
California State University-Long Beach
BA, Interdisciplinary Studies
Santa Maria
Caliber Accounting Group July 2008 - Present
Barbich, Longcrier, Hooper & King Accountancy Corporation August 1994 - June 2008
Deloitte & Touche September 1990 - August 1994
Skills
Accounting, Tax Research, Tax Accounting, QuickBooks, Tax, Income Tax, Tax Preparation, Tax Returns, Entity Selection, Cost Segregation, Financial Reporting, Business Tax Planning, Partnership Taxation, State Tax, Gift Tax, Corporate Tax Planning, US Tax, Revenue Recognition, Financial Accounting, Corporate Tax, Small Business, Tax Law, GAAP, CPA, International Tax, IRS, Tax Advisory, Assurance, General Ledger
Education
San Jose State University 1991 — 1993
MS, Taxation
California Polytechnic State University-San Luis Obispo 1986 — 1990
BS, Business Administration - Accounting
Tribune Media Company August 2014 - Present
Deloitte January 2012 - August 2014
Deloitte & Touche June 2010 - August 2010
McNeil Nutritionals June 2009 - December 2009
Education
Butler University - College of Business Administration 2007 — 2011
Bachelor's degree, Accounting
J.P. Morgan May 2015 - Present
Deutsche Bank October 2010 - May 2015
Deloitte & Touche 2004 - 2010
Agilent Technologies June 2002 - August 2002
Skills
Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, IT Audit
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, MIS
San Jose State University April 2005 - Present
Deloitte & Touche 1994 - Present
Education
University of Southern California 1996 — 1999
Masters in Taxation, Tax
California Polytechnic State University-San Luis Obispo 1990 — 1994
BS, Business, Accounting
Centex Homes 2006 - 2008
Centex Homes 1998 - 2006
Greystone 1996 - 1998
KB Home April 1992 - June 1995
Deloitte & Touche 1989 - 1992
US Army April 1983 - July 1986
Skills
Entitlements, Real Estate, Land Acquisition, Contract Negotiation, Real Estate Development, Due Diligence, Residential Homes, Budgets, Construction, Financial Analysis, Construction Management, Land Development, Strategic Planning, Contract Management, Homebuilding, Forecasting, Accounting, Mergers, Team Building, Property Management, Project Management, Small Business, Temporary Placement, Human Resources, Mergers & Acquisitions, Finance, Recruiting, Process Scheduler, Value Engineering
Education
California State University, Fresno 1986 — 1989
BS, Accounting, Business
Deloitte October 2013 - Present
Michael Page - US September 2012 - October 2013
Deloitte & Touche October 2010 - September 2012
Skills
Excel, Audit, Microsoft Excel, Recruiting, Auditing, Banking, Human Resources, Forecasting, Finance, Internal Controls, Financial Statements, Management, Internal Audit, US GAAP, Business Process, GAAP, Sarbanes-Oxley Act, Sarbanes-Oxley, SEC filings, Tax, Financial Services, External Audit, CPA, Financial Accounting
Education
Bucknell University 2006 — 2010
BSBA, Accounting
Jefferies LLC March 2014 - Present
Deloitte & Touche September 2009 - February 2014
Meru Networks June 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, CPA, Finance, Market Research, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, External Audit, Consolidation, Assurance, SEC filings, Risk Management, US GAAP, Accounting, Economics, Mergers & Acquisitions, Financial Audits, Enterprise Risk..., Analysis, Financial Accounting, GAAP, Revenue Recognition, Tax, Big 4, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Accounting, Finance
Bellarmine College Preparatory 2001 — 2005
Deloitte & Touche September 2014 - Present
Accountemps September 2013 - September 2014
Deloitte June 2013 - August 2013
Chukchansi Gold Resort & Casino June 2003 - December 2011
Table Mountain Casino August 2000 - May 2003
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Financial Reporting, Public Speaking, Coaching, QuickBooks, Bookkeeping, Budgets, Windows, Team Building, Access, Outlook, Financial Analysis
Education
California State University-Fresno 2011 — 2013
Bachlorof Science, Accounting
Fresno City College 2009 — 2011
Associate's degree, Business Administration and Management, General
Deloitte & Touche September 2011 - Present
Nanosolar August 2009 - September 2009
Skills
Accounting, Auditing, SEC filings, GAAP, GAAS, S-1, Financial Reporting, Revenue Recognition, Big 4, External Audit, Sarbanes-Oxley Act, Internal Controls, Assurance, US GAAP, Financial Accounting, Financial Analysis, SEC Filings
Education
Cal Poly San Luis Obispo 2008 — 2010
B/S, Accounting, cum laude
Foothill College 2005 — 2008
AA, Individual Studies-Business prerequisites, graduated with high honors
Archbishop Mitty High School 2002 — 2005
High School
Triumph Group October 2013 - Present
GenMark Diagnostics August 2012 - September 2013
The AVC Group, LLC November 2011 - August 2012
Apricus Biosciences August 2010 - November 2011
Continuous Computing May 2009 - August 2010
Amylin Pharmaceuticals 2003 - 2009
Deloitte & Touche January 2002 - December 2003
Wave Loch, Inc. 1997 - 2002
Skills
US GAAP, Audit, SEC reporting, SOX 404, SOX Compliancy, Revenue Recognition, Manufacturing, Biotechnology, Business Strategy, Forecasting, Budget Process, Operations Management, Cost Management, Cost Accounting, VSOE, Month End Close, Financial Reporting, Financial Analysis, Public Companies, Internal Audit, Problem Solving, Cost Saving Projects, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, GAAP, Process Improvement, Accounting, Mergers & Acquisitions, Cash Flow Forecasting, Finance, Consolidation, General Ledger
Education
California State University San Marcos
BS
KPMG September 2011 - Present
Deloitte & Touche September 2008 - September 2011
Skills
Due Diligence, Financial Analysis, Financial Modeling, Financial Services, Financial Reporting, Accounting, Valuation, Banking, Auditing, US GAAP, Corporate Finance
Education
Bucknell University 2004 — 2008
BSBA, Accounting
Milan Puskar Health Right January 2015 - Present
WVU Healthcare September 2014 - Present
WVU Healthcare June 2014 - September 2014
WVU Healthcare September 2013 - September 2014
Mylan March 2013 - August 2013
Mylan October 2011 - March 2013
Dixon Hughes Goodman LLP September 2010 - October 2011
Deloitte & Touche September 2005 - September 2010
Skills
CPA, Financial Reporting, Auditing
Education
Bucknell University 2001 — 2005
Bachelor of Science (BS), Accounting
Integrity Consulting April 2010 - Present
Advance Packaging May 2005 - April 2010
Integrity Consulting 2001 - 2005
Deloitte & Touche 1998 - 2001
Largotim North America 1993 - 1997
Delco Electronics 1991 - 1993
Chrysler 1983 - 1991
Skills
Lean Manufacturing, Manufacturing, Management Consulting, Strategic Planning, Program Management, Business Process..., Project Management, Automotive, Business Analysis, Business Intelligence, Business Process, Business Strategy, Change Management, Consulting, Continuous Improvement, Cross-functional Team..., ERP, Human Resources, Leadership, New Business Development, Operations Management, Process Improvement, Project Planning, Start-ups, Strategy, Supply Chain, Supply Chain Management
Education
New Horizons 2011 — 2011
PMP, Project Management Professional
New Horizons 2010 — 2010
Lean Six Sigma Black Belt Certification
University of Michigan 2004 — 2004
Lean Certification
Harvard Business School 2002 — 2002
Technology and Operations Mgmt Program
Butler University - College of Business Administration 1989 — 1991
MBA, Course work in Intl Business
Central Michigan University 1985 — 1988
MSc Business Administration, Strategic Planning
Central Michigan University 1979 — 1983
BSc Ops Mgmt
Ocean Spray Cranberries October 2014 - Present
Bayer HealthCare, Consumer Care Division September 2013 - October 2014
Bayer HealthCare, Consumer Care Division August 2011 - September 2013
Bayer HealthCare, Consumer Care Division June 2009 - August 2011
Bayer HealthCare, Consumer Care Division November 2006 - June 2009
Bayer HealthCare, Consumer Care Division July 2003 - November 2006
Deloitte & Touche 1997 - 2001
Skills
Product Launch, Cross-functional Team..., Global Marketing, Marketing Strategy, Market Research, Customer Insight, Segmentation, Integrated Marketing, Market Planning, Market Analysis, Marketing, Consumer Products, Advertising, Business Strategy, Product Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Marketing
Bucknell University 1993 — 1997
BSBA, Accounting
Toyon Associates June 2005 - Present
HFMA - Southern California Chapter June 2012 - May 2013
Certus Corporation 2003 - 2005
Deloitte & Touche 2001 - 2003
Carlson, Price, Fass and Company 1997 - 2001
Skills
Revenue Cycle, Process Improvement, Financial Analysis, Healthcare Information..., HIPAA, Access, Hospitals, Healthcare, Healthcare Consulting
Education
California State Polytechnic University-Pomona 1985 — 1990
B.S, Accounting
Deloitte & Touche 2005 - Present
Skills
Big 4, SEC filings, External Audit, US GAAP, Internal Controls, GAAP, Sarbanes-Oxley Act, Auditing, Financial Reporting, Assurance, CPA, IFRS, Sarbanes-Oxley, Financial Audits
Education
Buena Vista University 2001 — 2005
BA, Accounting & Finance
Crowe Horwath LLP January 2010 - Present
Marsh May 2006 - July 2009
BK&J Consulting LLP April 2005 - April 2006
Ernst & Young May 2000 - May 2004
Deloitte & Touche May 1992 - May 2000
Education
Pepperdine University 1994 — 1996
MBA, Business Administration
California Polytechnic State University-San Luis Obispo 1982 — 1985
BS, Business Adminstration / MIS
Musicians Institute 1977 — 1978
Certificate of Completion
Calavo Growers May 2011 - Present
Robert Half International April 2010 - May 2011
Deloitte & Touche September 2006 - December 2008
Power-One 2006 - 2008
Education
California Lutheran University 2004 — 2006
BS, Accounting
Home March 2014 - Present
Bank of America November 2006 - February 2014
Scottish Re February 2004 - May 2005
Allmerica Financial February 2003 - April 2004
Deloitte & Touche January 1996 - May 2001
Electrical Construction and Real Estate Management 1989 - 1995
Square D Company January 1986 - December 1989
Skills
Business Intelligence, Microsoft SQL Server, Access, Databases, Essbase, Analysis, Management, Business Analysis, Data Warehousing, SDLC, Process Improvement, Business Process...
Education
Drexel University - College of Business and Administration 1995 — 1997
MBA, Accounting, 3.98
Bucknell University 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Washington County Consolidated Communications Agency December 2012 - Present
Clackamas County September 2010 - December 2012
Delap LLP May 2006 - April 2010
Dominion September 2005 - May 2006
RoomStore June 2004 - September 2005
Deloitte & Touche December 1999 - June 2004
Heilig Meyers January 1997 - December 1999
Skills
Microsoft Excel, SAP, Microsoft Word, PowerPoint, PeopleSoft, Oracle, Internal Controls, GAAP, Financial Reporting, Accounting, Auditing, Training, Leadership, Finance, Certified Fraud Examiner, Financial Statements, Financial Accounting, US GAAP, Financial Analysis, Analysis, CPA, Management
Education
California State Polytechnic University-Pomona 1992 — 1996
BS, Accounting
California State Polytechnic University-Pomona 1992 — 1996
Bachelor of Science (B.S.), Accounting
Hoekstra Consulting 2008 - 2010
Barrington Capital Corporation September 2002 - December 2007
Calwax Corporation January 2002 - December 2007
GARG Data International, Inc. 2000 - 2002
Deloitte & Touche 1998 - 2000
Sunbelt Nursery Group 1997 - 1998
Barry's Jewelers, Inc. 1994 - 1997
Harris' 1989 - 1994
Sears, Roebuck & CO. 1975 - 1989
Skills
Internal Controls, Mergers & Acquisitions, Finance, Business Analysis, Start-ups, Risk Management, SEC filings, Forecasting, Strategic Planning, Management, Leadership, Budgets, Auditing, Strategy
Education
California State Polytechnic University-Pomona 1982 — 1984
MBA, Business Administration - Finance
California State University-Fullerton 1975 — 1976
BA, Accounting
Power Integrations April 2014 - Present
Power Integrations January 2011 - April 2014
Deloitte & Touche September 2005 - January 2011
Roland Roos & Company, CPA June 2003 - August 2003
Skills
Oracle Applications, Business Objects Data..., Microsoft Office, Clearwater Analytics, Market Analysis, Project Management, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Interviews, Auditing, GAAP, Finance, Accounting, Sarbanes-Oxley, Mergers & Acquisitions, SEC filings, US GAAP, External Audit, Financial Analysis, Financial Reporting, Internal Audit, Revenue Recognition, SEC Filings
Education
California State University, Fresno 2000 — 2004
BA, Business Administration, Accounting
California State University, Fresno 2000 — 2004
Bachelor's degree, Business Administration, Accounting
Envy Medical, Inc. June 2009 - Present
Colorescience December 2007 - February 2009
Obagi Medical Products January 2002 - December 2007
Beyond Corporation 2000 - 2002
Merisel 1996 - 2000
Westburne Ruddy Electric 1994 - 1996
Deloitte & Touche 1991 - 1994
Skills
Leadership, Medical Devices, Business Development, Start-ups, Marketing Strategy, Sales, Dermatology, Sales Management, Product Launch, Skin Care, Marketing, Management, Cosmetics, Aesthetics, Strategic Planning, New Business Development, Product Development, Healthcare, Executive Management, Strategy, Sales Operations, Integrated Marketing, International Business, Consumer Products, Venture Capital, Manufacturing, P&L Management, Licensing, Mergers & Acquisitions, Negotiation, Commercialization, Pharmaceutical Industry, Selling, Global Marketing, IPO, Mergers, International Sales, Direct Sales, Competitive Analysis, Market Planning, Pharmaceutical Sales, Cross-functional Team..., Product Marketing, Strategic Leadership, E-commerce, Business Planning, Strategic Financial..., International Sales &..., Medical Devices &..., Launching New Brands
Education
California State Polytechnic University-Pomona 1987 — 1991
Bachelor of Science, Business Administration
Artex Risk Solutions May 2015 - Present
Spear Education January 2014 - May 2015
Amcor 2012 - 2014
US Foodservice 2006 - 2011
US Foodservice 2002 - 2005
Prolink Inc. - GlowRange 1997 - 2002
Pacific Bell Wireless (now part of AT&T) 1995 - 1996
Nextel 1993 - 1995
Merrill's Drugs (Merrill Reese, Inc.) 1989 - 1993
Deloitte & Touche 1987 - 1989
Skills
Financial Analysis, SOX, Accounting, Process Improvement, Financial Reporting, Forecasting, Excel, General Ledger, Variance Analysis, Analysis, Quickbooks, Sarbanes-Oxley Act, Finance, Auditing, Internal Controls, Management, Microsoft Excel, QuickBooks, Budgets, Expert Communicator, Teamwork
Education
California State University-Fresno 1983 — 1987
BS Business Administration, Accounting
Tapped Craft Beer Events, Inc. January 2011 - Present
Deloitte Consulting December 2006 - August 2010
Deloitte & Touche August 2004 - December 2006
Education
Bucknell University 2000 — 2004
BSBA, Business
Shaler Area High School 1996 — 2000
Pandora September 2014 - Present
CBS Interactive June 2013 - August 2013
CBS Interactive September 2010 - August 2012
Monsoon Company January 2010 - September 2010
Deloitte & Touche September 2007 - January 2010
Skills
Sarbanes-Oxley Act, Accounting, SEC Filings, Auditing, Revenue Recognition, Financial Analysis, Finance, Financial Statements, US GAAP, Microsoft Excel
Education
Ohlone College 2012 — 2014
Associate's Degree, Registered Nursing/Registered Nurse
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS in Business Administration, Accounting and Finance
CSUCI August 2002 - Present
CPA: Christine Popok Accountancy 1998 - Present
TEAGUE, Inc. September 1995 - March 2000
Ventura County National Bancorp, Inc. 1993 - 1995
Deloitte & Touche 1991 - 1994
Skills
Teaching, Higher Education, Curriculum Design, Public Speaking, Research, Non-profits, Event Planning, Microsoft Office, Editing, Social Media, Curriculum Development, Strategic Planning
Education
California State University-Northridge 1997 — 2007
MA, Rhetoric & Composition
California Polytechnic State University-San Luis Obispo 1989 — 1991
BS, Accounting
Deloitte & Touche September 2013 - Present
Deloitte & Touche August 2011 - September 2013
One Capital Management LLC July 2010 - September 2010
College Works Painting February 2008 - August 2008
Kern County Aging and Adult Services June 2007 - August 2007
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, External Audit
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Business Administration, Finance & Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Comcast August 2015 - Present
Wyndham Worldwide January 2011 - July 2015
Wyndham Worldwide November 2007 - December 2010
EisnerAmper LLP June 2004 - November 2007
Ciber February 2001 - June 2004
Ernst & Young May 2000 - January 2001
IBM July 1998 - April 2000
Bristol-Myers Squibb April 1997 - July 1998
Bristol-Myers Squibb July 1995 - March 1997
Deloitte & Touche 1992 - 1995
Skills
PCI DSS, SOX 404, IT Audit, Internal Controls, Sarbanes-Oxley Act, CISA, Information Security, Internal Audit, Auditing, IT Management, Risk Assessment, Risk Management, Security, Governance, Information Technology, Business Continuity, Vendor Management, Information Security..., Disaster Recovery, Sarbanes-Oxley, Process Improvement, SAS70, Business Process, CISSP, Business Process..., SDLC, COBIT, Business Analysis, Vulnerability Management, Operational Risk..., Vulnerability Assessment, ISO 27001, Data Privacy, Enterprise Risk..., Business Process..., Security Awareness, Security Audits, Financial Risk, COSO, IT Operations, Data Security, Identity Management, Penetration Testing, Application Security, Computer Security, Privacy Law, Security Architecture...
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1992
MBA, Accounting
Bucknell University 1984 — 1988
BA, Mathematics
Madison Central High School 1980 — 1984
Deloitte & Touche August 2012 - Present
Deloitte August 2010 - August 2012
Skills
Auditing, Financial Accounting, IFRS, External Audit, Financial Reporting, Accounting, Financial Statements, Internal Controls, Financial Audits, Finance
Education
Budapesti Mûszaki és Gazdaságtudományi Egyetem / Technical University of Budapest 2004 — 2009
Master's degree, Economics
Teespring September 2014 - Present
Gap Inc. August 2012 - September 2014
Deloitte & Touche September 2009 - August 2012
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Auditing, Financial Modeling, Internal Audit, Forecasting, US GAAP, Microsoft Excel, Financial Accounting, Business Strategy, Inventory Planning, Inventory Management, Merchandising, Merchandising Strategies
Education
Cal Poly San Luis Obispo 2005 — 2009
Bachelors, Business Administration
Universidad Pablo de Olavide 2008 — 2008
International Business
Boos & Associates, a Professional Corp. February 2004 - Present
NV Media Group, LLC March 2008 - Present
LCM Farms, Inc. June 2008 - January 2014
Deloitte & Touche November 1994 - January 2004
Ernst & Young September 1986 - November 1994
Ito Packing Co., Inc. June 1979 - December 1986
Skills
Tax, Accounting, Income Tax, Mergers & Acquisitions, Corporate Tax, Payroll, Financial Reporting, Tax Preparation, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Business Valuation, Agribusiness, Managerial Finance, SEC filings, QuickBooks, Cost Accounting, Forensic Accounting, Accountants, Tax Law, GAAP, Big 4, Business Tax Planning, Corporate Finance, Wealth Management, Auditing, Tax-advantaged..., Financial Analysis, External Audit, Tax Accounting, Financial Audits, Cash Flow, Cash Management, Mergers, Food Processing, Retail, Research & Development..., Pass-through Entities, Manufacturing, Construction, Tax Incentives, New Markets Tax Credits, Knowledge Sharing, Airlines, Transportation, Economic Development..., WOTC, Tax Credit Compliance, Knowledge Management, IC-DISC
Education
California State University, Fresno 1985 — 1986
Masters, Accountancy
California State University, Fresno 1983 — 1985
Bachelors, Business Administration (Accountancy)
Kings River Community College 1981 — 1983
AA, Accounting
Reedley High School 1977 — 1981
BNP Paribas 2010 - Present
Caveat Emptor Capital 2009 - 2010
Bank of America 2006 - 2008
Deloitte & Touche 2004 - 2006
Skills
Equity Research, Financial Modeling, Capital Markets, Equities, Prime Brokerage, Secured Financing, Asset Based Lending, Business Development, Mutual Funds, Hedge Funds, Structured Products, Collateral Management, Equity Swaps, Total Return Swaps, Fixed Income, Securities Lending
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Bucknell University 2000 — 2004
BS
Great American Group August 2015 - Present
Heritage Global Partners Valuations June 2013 - August 2015
Great American Group Machinery & Equipment, L.L.C. February 2008 - June 2010
GoIndustry DoveBid 2007 - 2008
Tonkinson Appraisals 2005 - 2007
Daley-Hodkin, LLC 1998 - 2005
MB Valuation Services, Inc. 1994 - 1998
Daley-Hodkin, L.L.C. 1990 - 1994
Deloitte & Touche 1985 - 1990
Marshall & Stevens 1981 - 1985
Skills
Liquidation, Divestitures, Bankruptcy, Valuation, Auctions, Appraisals, Investment Properties, Expert Witness, Due Diligence, Asset Based Lending, Strategic Planning, Manufacturing, Asset Management, Finance, Analysis, Mergers & Acquisitions, Restructuring, Asset, Financial Modeling, Corporate Finance, Financial Analysis, Management
Education
Bucks County Community College 1977 — 1979
AA, Business Administration
Deloitte & Touche September 2010 - August 2013
Bucknell University January 2009 - May 2010
Education
Bucknell University 2006 — 2010
BS, Accounting
Braga Family of Companies January 2014 - Present
1st Capital Bank August 2006 - September 2013
Central Coast Bancorp July 2005 - August 2006
Central Coast Bancorp/Community Bank/Bank of Salinas May 1996 - July 2005
Deloitte & Touche October 1989 - May 1996
Skills
Banking, Financial Analysis, Commercial Banking, Budgets, Cash Management, Treasury Management, Strategic Planning, Corporate Finance, Treasury, Financial Modeling, Strategic Financial..., Managerial Finance, Technology, Auditing
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
Bachelor of Science, Computer Science, Concentration in Accounting
Au Bon Pain May 2015 - Present
Au Bon Pain May 2013 - May 2015
Thompson Hospitality June 2012 - August 2012
Union Square Hospitality Group June 2008 - May 2011
Deloitte & Touche August 2007 - June 2008
UBS June 2006 - August 2006
Skills
Financial Analysis, Creative Problem Solving, Leadership, Outstanding time..., Close Attention to..., Innovation, Restaurants, Budgets
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Corporate Innovation
Bucknell University 2003 — 2007
BA, Economics and International Relations
The Pingry School 1998 — 2003
UBS September 2009 - Present
Bernstein Global Wealth Management January 2003 - September 2009
William Blair & Company September 2000 - July 2002
Deloitte & Touche September 1999 - August 2000
Education
Bucknell University 1995 — 1999
Exelon August 2013 - Present
Deloitte & Touche September 2010 - August 2013
Education
Bucknell University 2006 — 2010
BS, Business Administration, Accounting
Procter & Gamble 1993 - Present
Deloitte & Touche 1985 - 1993
Skills
Cross-functional Team..., Consumer Products, Customer Insight, Brand Management, Competitive Analysis, FMCG, Forecasting, Trade Marketing, Leadership, Market Research, Product Development, Supply Chain, Management, Market Analysis, Strategic Planning, Process Improvement, Strategy
Education
Bucknell University 1981 — 1983
Smile Brands Inc. 2011 - Present
Irvine Company 1999 - 2011
New Mexico Student Loans 1995 - 1999
Atkinson & Co., Ltd 1992 - 1995
Barraclough & Associates PC 1991 - 1992
Deloitte & Touche 1989 - 1991
Skills
Continuous Improvement, Financial Reporting, SAP, GAAP, Financial Analysis, Payroll, Negotiation, Accounting, Managerial Finance, Analysis, Finance, Variance Analysis, Consolidation, Integration, Inventory Management, Auditing, Customer Service, Process Improvement, Change Management, US GAAP, Operations Management, Hyperion Enterprise, Tax, Project Management, Financial Modeling, Microsoft Excel, Coaching, Budgets, Performance Management, Strategic Planning, Management, Cost Accounting, Internal Controls, Accounts Payable, Financial Accounting, Accounts Receivable, General Ledger, Forecasting, Business Planning, Risk Management, CPA, Microsoft Office, Corporate Finance, Fixed Assets, Revenue Recognition, Due Diligence, Mergers & Acquisitions, Financial Statements, Sarbanes-Oxley Act, Cash Flow
Education
California State Polytechnic University-Pomona
Business, Accounting
First Pacific Advisors April 2013 - Present
Hotchkis and Wiley Capital Management July 2011 - March 2013
MFS Investment Management June 2010 - August 2010
DBI Capital June 2007 - July 2009
Deloitte & Touche September 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration - Accounting
Presqu'ile Winery December 2013 - Present
Your People Professionals February 2013 - December 2013
Self-employed August 2011 - February 2013
CygNet Software September 2010 - May 2011
Deloitte & Touche January 2003 - October 2010
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Financial Reporting, General Ledger, GAAP Standards, Financial Analysis, Financial Accounting, Business Analysis, Accounting, QuickBooks, Internal Controls, Sarbanes-Oxley, SEC filings, CPA
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
BS, Business Administration - Finance and Accounting, Minor - Economics
ModCloth August 2013 - Present
Gap Inc./Banana Republic July 2011 - August 2013
Gap Inc./Banana Republic June 2010 - July 2011
Deloitte & Touche September 2008 - June 2010
It's A Grind Coffee House October 2007 - August 2008
Deloitte & Touche June 2007 - August 2007
California Polytechnic State University, San Luis Obispo September 2005 - June 2007
Skills
Accounting, Financial Audits, Finance, Financial Reporting, Financial Statements, Auditing, Account Reconciliation, Financial Accounting, Data Analysis, Management
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
business, accounting
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Autodesk January 2014 - Present
Autodesk May 2010 - January 2014
Deloitte & Touche LLP November 2004 - April 2010
Synopsys October 2003 - October 2004
Deloitte & Touche September 1999 - September 2003
Skills
Disaster Recovery, Enterprise Risk..., Internal Controls, Program Management, Sarbanes-Oxley, Business Process..., Sarbanes-Oxley Act, Leadership, IT Strategy, Business Process, Project Management, Process Improvement, Business Analysis, SDLC, Cross-functional Team..., Risk Management, Internal Audit, IT Audit, IT Compliance, Governance, Auditing
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
BS, Business Administration
Burton Snowboards October 2007 - Present
CIGNA August 2005 - October 2007
PricewaterhouseCoopers January 2003 - July 2005
Deloitte & Touche June 2000 - December 2002
Deloitte and Touche August 1998 - June 2000
CIGNA Corporation April 1997 - August 1998
Skills
Tax Research, Tax Accounting, Tax, FAS109, Tax Advisory, International Tax, Transfer Pricing, State Tax, Corporate Tax, Big 4, Income Tax, Sales & Use Tax, US Tax, Accounting, Tax Law, Financial Reporting, FIN 48, Financial Analysis, Auditing, FAS 5, Internal Controls, Cross-border..., CPA, US GAAP, Sarbanes-Oxley Act, GAAP, Forecasting, Mergers & Acquisitions, Restructuring, Management, Tax Preparation
Education
Drexel University - College of Business and Administration 2003 — 2007
Cabrini College 1992 — 1996
Bachelor of Science (BS), Accounting
PVI
Genentech October 2014 - Present
Genentech April 2012 - October 2014
Genentech October 2007 - March 2012
Genentech January 2006 - November 2007
Genentech June 2004 - October 2007
Deloitte Consulting 2001 - 2004
Deloitte & Touche 2001 - 2004
Rinne & Peterson Structural Engineering August 1995 - August 1999
Skills
Business Process..., Biotechnology, Product Life Cycle..., Pharmaceuticals, Strategy Development, Oncology, Cross-functional Team..., Management, Life Sciences, Biopharmaceuticals, Strategic Planning, Program Management, Project Management, Clinical Trials, Commercialization, Product Launch
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA
California Polytechnic State University-San Luis Obispo 1992 — 1995
BS
Isador Cohen
Tulare County District Attorney's Office December 2010 - Present
Leadership Visalia 2013 - 2014
Brickwood Law Firm September 2008 - July 2010
Harr, Arthofer & Ayres September 2007 - September 2008
Independent Attorney February 2002 - August 2007
Deloitte & Touche December 2000 - August 2001
McGuireWoods LLP August 2000 - October 2000
National Youth Leadership Forum 1999 - 2000
US Patent & Trademark Offic August 1999 - December 1999
US ARMY JUDGE ADVOCATE GENERAL’S CORP, May 1999 - July 1999
Skills
Intellectual Property, Civil Litigation, Courts, Product Liability, Litigation, Legal Research, Legal Writing, Commercial Litigation, Corporate Law, Mediation, Criminal Law, Appeals, Litigation Support, Trade Secrets, Licensing, Trials, Depositions, Trademarks, Hearings, Prosecution, Consumer Law, Legal Issues, Document Review, Patents, Fraud, Trial Practice
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
BS, Business - Accounting
Franklin Pierce Law Center 1997 — 2000
Doctor of Law (JD) and Masters of Intellectual Property, Law and Intellectual Property
San Jose State University 2002 — 2005
Electrical Engineering and History
Goldman Sachs & Co. 2006 - Present
Bank of America Private Bank 2003 - 2006
Deloitte & Touche 2002 - 2002
Skills
Asset Allocation, Global Investment..., Private Wealth Managment, Manager Selection, Alternative Investments, Family Office
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Medecision April 2015 - Present
Layered Technologies July 2011 - March 2015
Fonality February 2011 - July 2011
Capstone Turbine Corporation February 2009 - February 2011
Guitar Center July 2008 - November 2008
Talon International December 2007 - July 2008
The Walt Disney Company July 2007 - December 2007
WellPoint June 2003 - July 2007
Countrywide Home Loans January 2002 - June 2003
Deloitte & Touche September 1995 - January 2002
Skills
Financial Reporting, Internal Controls, US GAAP, Forecasting, SEC filings, Finance, Consolidation, General Ledger, Internal Audit, Mergers & Acquisitions, PeopleSoft, Essbase, Budgets, Financial Statements, Sarbanes-Oxley, Tax, SAP, Treasury Management, Cash Management, Strategic Financial..., Payroll, Due Diligence, Leadership, Financial Forecasting, Cost Accounting, Analysis, Auditing, Revenue Recognition, SOX, Budgeting, Mergers, Oil/Gas, Contract Pricing, Accounting, Sarbanes-Oxley Act, Financial Planning, Oil & Gas, SEC Filings, GAAP
Education
California Lutheran University 1993 — 1995
Bachelor of Science (B.S.), Accounting
Moorpark College 1991 — 1993
Accounting
US Navy June 2014 - Present
US Navy 2012 - June 2014
US Navy 2009 - 2012
Deloitte & Touche 2006 - 2008
Skills
Accounting, External Audit, Government Contracting, Financial Analysis, Financial Reporting, Financial Accounting, Internal Controls, Managerial Finance, Sarbanes-Oxley Act, Strategic Financial..., Government, Budgets, Inventory Management, Due Diligence, Forecasting, Process Improvement, Microsoft Office, Navy, Analysis
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science (BS), Accounting and Finance, Economics
CSAA Insurance Group September 2013 - Present
Deloitte & Touche November 2010 - September 2013
Kaiser Permanente September 2009 - October 2010
Kaiser Permanente Information Technology July 2008 - September 2009
Kaiser Permanente IT October 2006 - July 2008
Kaiser Permanente Information Technology November 2001 - October 2006
University of California, Riverside 2002 - 2004
United States Air Force 1994 - 2000
Firstworld Communications 1999 - 1999
Skills
Security Planning, Strategy &..., Compliance & Regulatory..., HITECH, SOX, PCI), Information Security..., Threat & Vulnerability..., HIPAA, Sarbanes-Oxley Act, Security, Security Awareness, Vulnerability Assessment, Strategy, Information Security, Information Security..., IT Audit, PCI DSS, Business Continuity, Social Media, IT Risk Management, Data Loss Protection, Risk Assessment, Healthcare Information..., IT Strategy, Meaningful Use, Biomedical Device..., Security Metrics, CISSP, Vulnerability Management, Payment Industry, DLP, Information Technology, Security Audits, Data Security, Compliance, Cross Functional Team..., Team Building, Leadership, Computer Security, Cross-functional Team..., IPS, Data Privacy, ISO 27001, Penetration Testing, Privacy Law
Education
California Baptist University 1999 — 2001
Bachelor of Science, Information Systems
Arlington High School 1989 — 1992
AMLLP June 2006 - Present
Armanino McKenna LLP 2006 - Present
Armanino McKenna LLP 2006 - 2009
Irwin Home Equity 2001 - 2006
Management Solutions 1998 - 2001
Prism Solutions, Inc. 1996 - 1998
Deloitte & Touche 1988 - March 1996
Skills
Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Internal Controls, Revenue Recognition, Financial Services, Mergers, Financial Modeling, US GAAP, CPA, Mergers & Acquisitions, GAAP, FINRA, Finance
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
ACES March 2014 - Present
ACES Power Marketing March 2013 - Present
ACES Power Marketing March 2011 - February 2013
Deloitte & Touche September 1998 - March 2011
Skills
Tax, Accounting, SEC filings, Auditing, Internal Controls, CPA, GAAP, Financial Reporting, Forecasting, Income Tax, Corporate Tax, US GAAP, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, External Audit, Financial Accounting, Sarbanes-Oxley
Education
Butler University 1994 — 1998
Butler University - College of Business Administration 1994 — 1998
PHEAA January 2012 - Present
PHEAA October 2009 - January 2012
PHEAA July 2007 - October 2009
McNees Wallace & Nurick 2004 - 2007
Deloitte & Touche 2001 - 2004
Reed Smith LLP 1999 - 2001
Skills
Compliance, Contract Negotiation, Tax, Research, Strategic Planning, Risk Management, Policy, Government, Analysis, Legal Writing, Public Policy, Privacy Law, Tax Law, Legal Compliance, Process Improvement, Corporate Law, Corporate Governance, Legislative Relations, Legislation, Administrative Law, Trademarks
Education
University of Virginia School of Law 1996 — 1999
Doctor of Law (J.D.)
Bucknell University 1989 — 1993
BA, Political Science
McGladrey July 2015 - Present
BDO USA, LLP January 2005 - June 2015
BDO USA, LLP January 2014 - October 2014
KPMG 2003 - 2005
Deloitte & Touche 2002 - 2003
KPMG Advisory 2000 - 2002
Basic Vegetable Products, LP 1998 - 2000
Ernst & Young 1996 - 1998
Skills
Financial Audits, Mergers, SEC filings, Revenue Recognition, US GAAP, Private Equity, Venture Capital, Finance, Auditing, CPA, GAAP, Sarbanes-Oxley Act, Due Diligence, Accounting, Assurance, Business Valuation, Corporate Tax, Financial Accounting, Financial Modeling, Financial Reporting, Leadership, IPO, Income Tax, Internal Controls, Mergers, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 1995 — 1996
Bachelor of Science (BS) (Honors), Business Administration with an Accounting Concentration
Dennis Jao, CPA, MBA January 2006 - Present
Wells Fargo Dealer Services October 2005 - Present
Washington Mutual 2001 - 2004
Deloitte & Touche 2001 - 2002
Skills
Finance, Financial Systems, CPA, Tax Returns, Business Process..., Payroll, Financial Statements, Business Analysis, Income Tax, Financial Analysis, Financial Reporting, Customer Service, Sarbanes-Oxley Act, Financial Modeling, Forecasting
Education
California State Polytechnic University-Pomona
BS, Accounting
St. Stephen's High School
University of California, Irvine - College of Medicine
University of California, Irvine - The Paul Merage School of Business
True Capital Management March 2007 - Present
Smith Barney February 2002 - February 2007
NBCi April 1999 - April 2001
Deloitte & Touche September 1995 - April 1999
Education
California Polytechnic State University-San Luis Obispo 1993 — 1995
University of Mississippi 1991 — 1993
Relativity Media, LLC May 2009 - September 2014
Deloitte & Touche September 2007 - May 2009
The Maddy Institute May 2006 - August 2007
US Navy September 1999 - August 2003
Skills
Project Management, Tax, Accounting, QuickBooks, General Ledger, Budgets, Revenue Recognition, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Accounts Payable, Sarbanes-Oxley Act, GAAP, SEC filings, Account Reconciliation, Accounts Receivable, SEC Filings
Education
California State University-Fresno 2005 — 2007
B.S., Business: Accounting
ADP August 2013 - Present
ADP June 2010 - Present
Unilever September 2002 - July 2010
Deloitte & Touche 1995 - 2002
Skills
Certified Public..., Finance, Auditing, CPA, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Forecasting, Analysis, IFRS, Sarbanes-Oxley Act, Process Improvement, Business Process..., Management
Education
Bucknell University 1991 — 1995
Bachelor of Science (BS), Accounting and Business/Management
Deloitte September 2009 - Present
Orfalea College of Business, California Polytechnic State University, San Luis Obispo March 2007 - June 2009
Deloitte & Touche June 2008 - August 2008
SanDisk June 2007 - August 2007
Skills
US GAAP, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Auditing, Financial Accounting, CPA
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Business Administration and Accounting, and a minor in Psychology
Ecole Supérieure de Commerce Et de Management - ESCEM 2008 — 2008
International Business
Zevenbergen & Associates, Inc. January 2009 - Present
The Ryness Company October 2006 - January 2009
PaperPak March 2003 - October 2006
OMM, Inc. March 2001 - March 2003
PaperPak June 2000 - March 2001
CollegeClub June 1999 - June 2000
Ernst & Young January 1998 - June 1999
Deloitte & Touche June 1990 - January 1998
Bank of America August 1988 - June 1990
Education
California State University, Fresno 1986 — 1990
BS, Business Administration - Accounting
Facebook October 2013 - Present
Deloitte & Touche February 2011 - October 2013
The Venetian I The Palazzo, Resort Hotel & Casino I Las Vegas Sands Corp. July 2007 - January 2011
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, IT Audit, Enterprise Risk..., CISA, Internal Controls, SDLC, Risk Assessment, Auditing, COSO, External Audit, Business Process..., COBIT
Education
University of Nevada-Las Vegas 2001 — 2006
Bachelor, Hotel Administration/Finance
California Culinary Academy 1998 — 2000
AOS - Culinary Arts
Paramount Pictures October 2008 - Present
DLC October 2004 - October 2008
Williams-Sonoma, Inc. 2002 - 2004
Deloitte & Touche September 1998 - August 2000
Sempra Energy July 1995 - September 1998
Skills
Auditing, Accounting, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Forecasting, Financial Reporting, Mergers & Acquisitions, Budgets, Managerial Finance, Financial Modeling, Internal Controls, Internal Audit, Financial Accounting, Cost Accounting, GAAP, US GAAP
Education
University of Southern California 2000 — 2001
Master's of Business Taxation
California State Polytechnic University-Pomona 1994 — 1995
Master of Business Administration (M.B.A.), Finance, General
California State Polytechnic University-Pomona 1989 — 1993
Bachelor's degree, Accounting
Alex-Tronix Irrigation Controls January 1999 - Present
Deloitte & Touche 1996 - 1999
Deloitte 1996 - 1999
Skills
New Business Development, Sales Management, Product Development, Negotiation, Strategic Planning, Contract Negotiation, Green, Landscaping, Manufacturing, Business Development, Purchasing, Sales Operations, Account Management, Water, Sustainability, Customer Service, Forecasting, Budgets, Construction, Accounting, Team Building, Product Marketing, Start-ups
Education
California State University-Fresno 1993 — 1995
Bachelor of Science (BS), Accounting
Fresno City College 1991 — 1993
Business
BHS 1988 — 1991
DIPLOMA, MATH
Brewers Supply Group June 2015 - Present
Brewers Supply Group April 2012 - Present
L-1 Identity Solutions/MorphoTrust USA June 2008 - April 2012
Merrill Corporation November 2006 - May 2008
ADC October 2005 - November 2006
Boulay Heutmaker Zibell & Co 2004 - 2005
Northern Plains Natural Gas 2002 - 2003
Deloitte & Touche 2000 - 2002
Skills
Consolidation, Accounting, Hyperion Enterprise, Process Improvement, Change Management, SEC filings, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Analysis
Education
Washington University in St. Louis 2004 — 2005
MSW
Buena Vista University 1996 — 2000
BA, Accounting
McCook Central High School 1992 — 1996
Chegg Inc. January 2012 - Present
Palm, Inc. February 2000 - January 2012
Autodesk March 1999 - February 2000
Capital Company of America September 1998 - March 1999
Mosaix September 1996 - February 1998
Deloitte & Touche September 1993 - September 1996
Skills
Strategy, Finance, US GAAP, Financial Reporting, Consolidation, Sarbanes-Oxley Act, Revenue Recognition, Accounting, SEC filings, SAP, Internal Controls, Auditing, Business Planning, Forecasting, GAAP
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (BS), Accounting
California Polytechnic State University-San Luis Obispo
American Surety Company April 2000 - Present
Deloitte & Touche August 1994 - March 2000
Education
Butler University - College of Business Administration 1990 — 1994
Accounting
On Point Wellness April 2010 - Present
SCORE 2015 - 2015
SCORE 2015 - 2015
ShoreTel November 2000 - November 2012
C-Cube Microsystems 1997 - 2000
Deloitte & Touche 1994 - 1997
Skills
Healthcare, Accounting, Small Business, Analysis, Microsoft Excel, Start-ups, Outlook, Strategic Partnerships, Telecommunications, Account Management, Financial Analysis, Program Management, Acupuncture, Healing, Wellness, Herbs, Back Pain, Nutrition
Education
Five Branches Institute College of Traditional Chinese Medicine 2005 — 2008
Acupuncture
California Polytechnic State University-San Luis Obispo 1992 — 1994
B.S., Business Admin - Accounting
UNS
Rolls-Royce June 2011 - Present
Rolls-Royce October 2009 - May 2011
Rolls-Royce February 2009 - October 2009
Rolls-Royce October 2007 - February 2009
Rolls-Royce July 2006 - October 2007
Ernst & Young January 2002 - June 2006
Deloitte & Touche September 2000 - October 2001
Skills
Aerospace, Program Management, SAP, Financial Reporting, Financial Analysis, Process Improvement, Lean Manufacturing, Change Management, Operations Management
Education
Butler University - College of Business Administration 1996 — 2000
Bachelor of Science (B.S.)
TIBCO Software February 2008 - August 2012
Deloitte & Touche July 2005 - February 2008
PwC 2000 - 2005
AMB Inc. acquired by 2000 - 2000
Bank of America 1995 - 1997
Skills
Internal Controls, Auditing, Enterprise Risk..., GAAP, Risk Assessment, Budgets, Project Management, Project Planning, Tax, Management, Financial Risk, Sarbanes-Oxley Act, Due Diligence, SEC filings, Mergers & Acquisitions, Testing, Financial Analysis, Financial Reporting, Process Improvement
Education
California State University-Fresno 1992 — 1997
Bachelor's degree, Accounting and Finance
Uber April 2015 - Present
Uber July 2014 - April 2015
Uber July 2013 - July 2014
Deloitte December 2012 - July 2013
Deloitte September 2010 - December 2012
The Concord Group May 2010 - July 2010
English First February 2009 - March 2010
Williams-Sonoma, Inc. January 2008 - August 2008
Deloitte & Touche September 2005 - December 2007
Skills
Enterprise Risk..., Business Process, Financial Analysis, Sarbanes-Oxley Act, IT Audit, Financial Reporting, Data Analysis, Internal Audit, Business Process..., Business Analysis, Microsoft Office, Risk Management, Management Consulting, Process Improvement, Banking, Sarbanes-Oxley, Internal Controls, Strategy
Education
University of San Francisco 2012 — 2014
Master's degree, Asia Pacific Studies
Shanghai Jiao Tong University 2012 — 2012
Certificate, Mandarin Language - Intermediate
Cambridge English 2009 — 2009
CELTA - Certificate In English Language Teaching to Adults
California Polytechnic State University-San Luis Obispo 2001 — 2005
Public Accounting & Management Information Systems
Robert Half June 2005 - Present
Deloitte & Touche 2002 - 2005
Skills
Financial Recruiting, Accounting, Financial Accounting, Project Accounting, Accounts Receivable, Accounts Payable, Cost Accounting, Hiring Trends, Temporary Staffing, Recruiting, Corporate Recruiting, Management Accounting, Internal Audit, External Audit, Staffing Services, Contract Recruitment, Forecasting, Internet Recruiting, Applicant Tracking..., Temporary Placement, College Recruiting, Payroll, Finance, Hiring, Technical Recruiting, PeopleSoft, Account Reconciliation
Education
Butler University 1999 — 2003
BA, Accounting
Butler University - College of Business Administration 1999 — 2003
BA, Accounting
Gigavac, LLC October 2003 - Present
Intri-Plex Technologies September 2000 - March 2004
Balance Bar Compnay November 1999 - September 2000
Kilovac Corporation December 1992 - November 1999
Deloitte & Touche June 1989 - December 1992
Skills
Process Improvement, Financial Reporting, Finance, Banking
Education
Cal Poly San Luis Obispo 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Silicon Valley 2014 - Present
Santa Clara University - Leavey School of Business 2014 - Present
Palm (acquired by HP) 2000 - 2013
3Com 1995 - 2000
Eureka Bank 1994 - 1995
Citibank 1992 - 1994
3Com 1991 - 1992
Deloitte & Touche 1979 - 1991
Education
California State University-Fresno
BA, Mathematics
California State University-Hayward
MBA, Accounting Emphasis
Crimson Wine Group January 2015 - Present
Crimson Wine Group, Ltd. 2007 - Present
Francis Ford Coppola Presents 2006 - 2007
Constellation Brands, Inc. 2004 - 2006
Robert Mondavi Corp 1998 - 2004
Carnival Corporation 1994 - 1997
Moss Adams LLP 1992 - 1994
Deloitte & Touche 1989 - 1994
Skills
Wine Tasting, Wine, Forecasting, Wineries, Pricing, Strategic Planning, Marketing Strategy, Food & Beverage, Winemaking, Food, Alcoholic Beverages, Budgets, Brand Management, Marketing, Sales
Education
University of Michigan 2002 — 2002
Strategic Planning
Seattle University 1996 — 1997
Post Graduate Studies, Applied Economics - Masters Priogram
California Polytechnic State University-San Luis Obispo 1987 — 1989
Bachelor of Science, Business Finance & Accounting
Eli Lilly May 2014 - Present
Eli Lilly and Company April 2005 - April 2014
Deloitte & Touche 1997 - 2005
Arthur Andersen 2000 - 2002
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Pharmaceutical Industry, Internal Audit, Sarbanes-Oxley, SEC filings, SAP, Financial Accounting
Education
Butler University 1993 — 1997
BS, Accounting
Butler University - College of Business Administration 1993 — 1997
Prudential Financial Deputy ControllerPrudential FinancialJanuary 2010 - Present
Atlas Copco June 1995 - June 1997
Atlas Copso 1995 - 1997
Deloitte & Touche September 1987 - June 1995
Skills
Financial Reporting, Financial Analysis, SEC filings, Accounting, Sarbanes-Oxley Act, Internal Controls, Corporate Finance, GAAP, Insurance, Financial Accounting, Auditing, Mergers, US GAAP, IFRS, Investments, CPA
Education
Bucknell University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting and Finance
Levi Strauss & Co. October 1995 - Present
Deloitte & Touche September 1992 - September 1995
Skills
Visual Merchandising, Fashion, Apparel
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
BS, Business Administration
Main Street Capital Holdings, LLC March 2008 - Present
Jim Beam Brands 2005 - 2008
Fortune Brands 1997 - 2005
PwC 1995 - 1997
Deloitte & Touche 1990 - 1993
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1995
MBA, MS-MIS
Bucknell University 1986 — 1990
BA, Economics
K-1 Packaging Group May 2005 - Present
Ritek March 2002 - March 2005
Deloitte & Touche December 2001 - December 2002
California State Polytechnic University, Pomona 1998 - 2000
Education
California State Polytechnic University-Pomona 1998 — 2000
Master, IT Audit
Reliance Steel & Aluminum January 2013 - Present
QuickTSI January 2008 - Present
apptivo November 2011 - December 2012
Revolution Foods February 2011 - November 2011
Deloitte & Touche September 2006 - September 2008
Education
California State University, Fresno 2004 — 2006
BS, Accounting
Sue Madsen Accounting Services April 2011 - Present
Peter Madsen Builder, Inc. October 1987 - Present
TAG March 2005 - April 2011
Grant General Contractors, Inc. May 1996 - March 2005
Deloitte & Touche January 1993 - March 1996
Skills
Internal Controls
Education
California State University San Marcos 1990 — 1992
BS, Business-Accounting
Bank of Agriculture & Commerce July 2003 - Present
Deloitte & Touche September 1990 - June 2003
Education
Pacific Coast Banking School 2006 — 2008
California Polytechnic State University-San Luis Obispo 1985 — 1990
Business Administration - Accounting
Brown & Brown June 2014 - Present
Ventura Coastal, LLC March 2013 - June 2014
Deloitte & Touche 2009 - March 2013
Deloitte June 2008 - September 2008
Skills
Budgets, Sarbanes-Oxley Act, Accounting, Auditing, US GAAP, Financial Reporting, Financial Analysis, GAAP, Internal Audit, Internal Controls, Financial Accounting, CPA
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
MBA, Undergrad in Business Administration with a Concentration in Accounting
Wyle June 1996 - Present
Deloitte & Touche September 1988 - June 1996
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Government Contracting, Mergers & Acquisitions, Due Diligence, Risk Management, Budgets, Forecasting, Costpoint, FAR, Analysis, Strategy
Education
Cal Poly San Luis Obispo 1984 — 1988
Bachelor of Science (BS), Business Administration/Finance
Deloitte Assistant General CounselDeloitte2006 - 2012
Pharmaceutical Institute (Campbell Alliance subsidiary) 2006 - 2006
Campbell Alliance, an inVentiv Health Company 2004 - 2006
Deloitte & Touche 2002 - 2004
Thomson Reuters 2001 - 2002
Skills
Due Diligence
Education
California Polytechnic State University-San Luis Obispo
University of San Diego School of Law
LL.M.
University of Toledo College of Law
Washington University in St. Louis
Information Systems
Washington University in St. Louis - Olin Business School
Deloitte & Touche November 1993 - February 2009
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
BS, Finance
Valley Children's Hospital October 2009 - Present
Gottschalks 1998 - 2009
ValliWide Bank 1995 - 1997
Deloitte & Touche 1989 - 1995
Education
California State University, Fresno
BS, Accountancy
California State University, Fresno
MBA, Finance
Starbucks February 2014 - Present
Ernst & Young January 2010 - February 2014
DuCharme, McMillen & Associates August 2009 - February 2011
Deloitte & Touche 2010 - 2011
Watermark CPA Group September 2007 - April 2009
Ernst & Young January 2005 - September 2007
ATA Airlines March 2004 - January 2005
Skills
Tax, Accounting, Financial Accounting, Financial Analysis, Valuation, Tax Research, Auditing, Financial Reporting, Corporate Tax, Tax Accounting, Microsoft Excel, International Tax, Tax Advisory, Income Tax, Tax Preparation, GAAP, Property Tax, Tax Returns, Internal Audit
Education
Butler University 1999 — 2003
Bachelors, Accounting
Donna Budman August 2006 - Present
Diversified Protection Systems August 2006 - April 2009
Marriott Vacation Club International 1999 - 1999
Deloitte & Touche September 1983 - May 1995
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
BS, Accounting
Save the Bay December 2014 - Present
Reznick Group P.C. 2006 - 2009
Deloitte & Touche 1973 - 2005
Deloitte & Touche San Francisco 1973 - 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Strategic Planning, Due Diligence, Internal Controls, Auditing, Management Consulting, Sarbanes-Oxley Act, GAAP
Education
University of Virginia Darden School of Business 1968 — 1970
Master of Business Administration (M.B.A.), MBA
Bucknell University 1964 — 1968
Engineer's Degree, Civil Engineering
McGilloway, Ray, Brown & Kaufman January 2002 - Present
Deloitte & Touche October 1999 - November 2001
Haskell & White LLP 1998 - 2000
Chicago Title Insurance Company 1994 - 1998
Skills
Tax, Accounting, Estate and Trust
Education
California Polytechnic State University-San Luis Obispo 1982 — 1984
BA, Finance
Kaiser Permanente May 2012 - Present
Silicon Valley Bank October 2009 - May 2012
CM Capital July 2008 - July 2009
Deloitte & Touche September 2006 - July 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
BS, Accounting
Berdon LLP 2009 - Present
Deloitte & Touche 2008 - 2009
Waddell & Reed Financial Advisors June 2007 - August 2007
Skills
Auditing, CPA, External Audit, Corporate Tax, Internal Audit, Sarbanes-Oxley Act, Financial Statements, Financial Analysis
Education
Bucknell University 2004 — 2008
BSBA, Accounting
Embassy Suites LAX South July 2009 - Present
Deloitte & Touche September 2008 - May 2009
Davidson Films, Inc. June 2006 - July 2008
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Auditing, Balance, Bookkeeping, Budgets, Customer Service, External Audit, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Forecasting, Front Office, GAAP, General Ledger, Hospitality Industry, Hotel Management, Internal Audit, Internal Controls, Microsoft Excel, Microsoft Office, OnQ, Payroll, PowerPoint, Revenue Analysis, US GAAP
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Business Administration, Accounting
SkyTop Capital January 2013 - Present
SkyTop Capital July 2010 - January 2013
Shumway Capital August 2009 - July 2010
Deloitte & Touche September 2004 - August 2009
Education
Bucknell University 2000 — 2004
BSBA, Accounting
Angelo, Gordon & Co. June 2011 - Present
UBS Investment Bank July 2009 - June 2011
Deloitte & Touche March 2008 - July 2009
Deloitte & Touche August 2006 - March 2008
Education
Bucknell University 2002 — 2006
BS, Management, Math, Computer Science
Meltwater 2013 - Present
Accuray 2012 - 2013
Veeva Systems 2011 - 2012
Deloitte & Touche 2009 - 2011
Skills
US GAAP, Accounting, Account Reconciliation, Accounts Receivable, Revenue Recognition, Management, Internal Controls, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Valuation, GAAP, Auditing, Financial Analysis, General Ledger
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
B.S., Accounting, Finance
Washington High School
LA Fitness April 2013 - Present
Deloitte & Touche January 2004 - April 2013
Skills
Corporate Tax, Income Tax, International Tax, Tax Research, Tax Accounting, Tax, Auditing, Accounting
Education
Cal Poly San Luis Obispo
BS, Business Administration
University of Denver
MT, Taxation
Norman Y. Mineta San Jose Int'l Airport 2014 - Present
Haak LP 2012 - Present
Oracle 1998 - 2013
Compaq Computers 1992 - 1998
Deloitte & Touche 1989 - 1992
Skills
Trusted Business Partner, Team Building, Communication Skills, Strategic Planning, Management, Management Reporting, Forecasting, Leadership, Financial Analysis, Acquisition Integration, Work in A Fast Paced..., Accounting, Cost Management, Compensation Strategies, Microsoft Excel, Financial Systems, PowerPoint, Customer Service, Microsoft Word, Cross-functional Team..., Microsoft Office, Budgets, Business Intelligence, Project Planning, Auditing, Hyperion Enterprise
Education
California State University-Fresno 1983 — 1988
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Grant & Eisenhofer PA 2008 - Present
Young Conaway Stargatt & Taylor, LLP 2006 - 2008
AIG 1997 - 2006
Deloitte & Touche 1995 - 1997
Skills
Strategic Planning, Negotiation, Customer Relations, Marketing Strategy, Public Relations, New Business Development, Market Research, Coaching, Editing, Marketing Communications, Writing, Media Relations, Corporate Communications, Budgeting, Public Speaking, Business Planning, Leadership, Customer Service, Management, Litigation, Strategic Communications, Budgets, Marketing
Education
Cabrini College
B,A., Sociology, Human Resources, Communications
Coach, Inc. 2010 - 2010
Ernst & Young September 2007 - March 2009
Deloitte & Touche September 2002 - May 2003
Education
Santa Clara University School of Law 2004 — 2007
JD, Law
California Polytechnic State University-San Luis Obispo 2000 — 2002
BS, Business Administration
Tennenbaum Capital Partners March 2010 - June 2013
Bank of New York Mellon September 2008 - March 2010
Deloitte & Touche September 2007 - September 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Magna Cum Laude, Accounting, Psychology
City of Brentwood July 2014 - Present
City of Brentwood July 2010 - Present
Deloitte & Touche 1993 - 1995
Ernst & Young 1990 - 1993
Skills
Financial Reporting, Management, Process Improvement, Budgets, Accounting, Financial Analysis, Microsoft Office, Cross-functional Team..., Strategic Financial..., Policy, Business Process, Government, Leadership, Payroll, Strategic Planning, Team Building, Financial Planning
Education
California State University, Fresno 1984 — 1990
Bachelor of Science, Accounting
IdomSoft ZRt January 2011 - Present
Idom 2000 Konzulens Zrt. January 2001 - December 2010
Deloitte & Touche 1997 - 2001
IDOM 1995 - 1997
Cadastral Office of Bacs-Kiskun County 1982 - 1995
Skills
Business Analysis, Management Consulting, Problem Solving, Analysis, Consultancy, Requirements Analysis, Testing, Integration, UML Tools, XSD, XML Spy, Change Management, Project Planning, UML, Agile Methodologies, Project Management, Leadership, Software Architectural..., Agile Project Management, Governance, IT Service Management, ITIL, SQL, Scrum, Consulting
Education
Budapesti Mûszaki és Gazdaságtudományi Egyetem 1983 — 1985
post graduate, remote sensing
Budapest University of Technology and Economics 1977 — 1982
msc, civil engineering, geodesy
HOME GLASS WINDOWS & DOORS, INC. 2006 - Present
Deloitte & Touche 1994 - 1998
Deloitte & Touche 1994 - 1998
Nestle 1989 - 1994
Skills
PMP, Construction Management, Additions, Residential, Remodels, Builders, c-17 glazer
Education
California State University Los Angeles 1982 — 1984
Master in Computer Information Systems, All but thesis
California State Polytechnic University-Pomona 1978 — 1982
Bachelor of Business Administration (BBA), Marketing
Woodbury Wealth Management March 2009 - Present
The Folsom Symphony 2003 - Present
Edward Jones July 2001 - March 2009
PowerSchool February 2001 - June 2001
EA Consulting (SAP Software) February 1999 - February 2001
MultiVision December 1997 - January 1999
Prudential Financial March 1994 - December 1997
Sierra On-Line March 1990 - March 1994
Deloitte & Touche October 1988 - March 1990
Ryder System, Inc. August 1986 - October 1988
Skills
Financial Planning, Retirement Planning, Small Business, Finance, Investments, Retirement, Mutual Funds, Estate Planning, Fixed Annuities, 401k
Education
California State University, Fresno 1989 — 1990
Accounting Classes
Utah State University - Jon M. Huntsman School of Business 1983 — 1986
BA, Finance/Econ
Dixie State University 1978 — 1983
AA, General/Business
Challenge Dairy Products, Inc. 1993 - Present
Deloitte & Touche 1979 - 1993
Skills
Revenue Recognition, Finance, Financial Analysis, Mergers & Acquisitions, Auditing, Accounting, Internal Controls, Strategy, Financial Reporting, Forecasting, Business Process..., Management
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting
California Polytechnic State University-San Luis Obispo
BS, Economics
Enns & Associates Inc October 1982 - Present
Deloitte & Touche January 1979 - August 1982
Education
California State University, Fresno 1977 — 1979
BS, Accounting
Green Dream Enterprise, Inc. October 2010 - Present
Deloitte & Touche July 2005 - September 2008
Tanton and Company LLP December 2004 - June 2005
Skills
Strategic Planning, Customer Relations, Product Management, Retail, Business Strategy, Forecasting, Business Planning, Sourcing, Product Development
Education
UCLA Extension 2014 — 2016
Real Estate
California State Polytechnic University-Pomona 1999 — 2003
B.A., Accounting
Capital Group October 2014 - Present
Deloitte & Touche January 2011 - October 2014
Cal Poly College of Agriculture, Food, & Enviornmental Sciences September 2010 - December 2010
Deloitte & Touche LLP June 2010 - August 2010
Cal Poly University Housing September 2008 - June 2009
Education
California Polytechnic State University-San Luis Obispo 2007 — 2010
BS, Business Administration, Concentration in Accounting
Copenhagen Business School
Deloitte & Touche September 1999 - May 2002
Education
Bucknell University 1995 — 1999
BSBA, Accounting, Psychology
West Corporation July 2012 - Present
West Corporation May 2010 - July 2012
West Corporation April 2009 - May 2010
Deloitte & Touche September 2004 - April 2009
Skills
Financial Reporting, Internal Controls, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, US GAAP
Education
Buena Vista University 2000 — 2004
Bachelor of Arts, Accounting
Fidelity National Financial 1988 - Present
Chicago Title 1992 - 2011
Chciago Title 1988 - 2011
Disney ABC Television Group 1961 - 2011
Deloitte & Touche August 1980 - 1983
Skills
Sarbanes-Oxley Act, Auditing, Accounting, First Time Home Buyers, Risk Management, Financial Reporting, Budgets, Process Improvement, Financial Analysis, Internal Controls, Microsoft Office, Internal Audit, Microsoft Excel, Real Estate, Insurance, Management
Education
California State Polytechnic University-Pomona 1976 — 1980
BS, Accounting
Showtime Networks 2004 - Present
Deloitte & Touche 2001 - 2004
Education
Bucknell University 1997 — 2001
Cambrian School District 2010 - Present
LifeScan 1995 - 1998
LifeScan 1993 - 1995
LifeScan 1991 - 1993
Deloitte & Touche 1990 - 1990
Cardiff Publishing: Microwave Systems News 1989 - 1989
Skills
Curriculum Design, Project Management, Marketing Communications, Customer Service, Management, Program Management, Leadership, Classroom, English, Customer Satisfaction, Communication, Event Management, Loyalty Programs, Organization, Editing, Curriculum Development, Teaching, Community Outreach, Writing, Microsoft Office, Adobe Design Programs
Education
Cal Poly San Luis Obispo
Bachelor of Arts, English
Stanford Hospital and Clinics 2007 - Present
Stanford University August 2002 - July 2007
Kintana 1998 - August 2002
Akashic Techologies 1996 - 1998
Bank of America 1995 - 1996
Deloitte & Touche 1992 - 1995
Skills
Financial Reporting, General Ledger, Financial Analysis, Accounts Payable, Fixed Assets, Consolidation, Forecasting, Variance Analysis, Hyperion Enterprise, GAAP, Budgets, Accounting, Financial Systems, Managerial Finance, Management, Analysis
Education
Cal Poly San Luis Obispo 1987 — 1992
BS, Business Administration, Accounting
Cabrillo High School 1983 — 1987
Deloitte Tax August 2014 - Present
Deloitte & Touche December 2007 - July 2014
Grant Thornton LLP 2004 - 2007
Skills
FIN 48, Tax Accounting, Tax Research, Corporate Tax, Tax, International Tax, SEC filings, Income Tax, Big 4, CPA, Transfer Pricing, US GAAP, Accounting, FAS 5, GAAP, Financial Analysis, State Tax, Sarbanes-Oxley Act
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Accounting & Finance
Harbor Day School
St. Margaret's Episcopal High School
Wilson Homes December 2013 - Present
US Script November 2012 - December 2013
Deloitte & Touche September 2009 - June 2012
Skills
US GAAP, Internal Controls, Financial Analysis, External Audit, Accounting, Auditing, Financial Reporting
Education
California State University-Fresno 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting