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
Bank of Southern California January 2011 - Present
1st Pacific Bank November 1999 - June 2010
Local Community Banks February 1990 - July 1999
Deloitte & Touche August 1984 - February 1990
Education
California State University-Chico 1980 — 1984
Bachelor of Science, Business Administration, Accounting Concentration
Visa May 2014 - Present
Visa August 2013 - May 2014
Visa April 2012 - August 2013
Visa March 2011 - April 2012
Deloitte & Touche August 2010 - March 2011
Deloitte & Touche August 2007 - August 2010
Deloitte & Touche January 2006 - August 2007
Deloitte June 2005 - August 2005
Skills
Software Licensing, Software Asset..., IT Asset Management, IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Business Process..., IT Risk Management, Professional Services, CISA, Financial Analysis, Auditing, Financial Risk, Security, IT Service Management, Business Analysis, Enterprise Software, Program Management, Management, Business Process, Consulting
Education
California State University-Chico 2002 — 2005
Bachelor's Degree, Business - Management Information Systems
Fremont High School, Sunnyvale, CA 1995 — 1999
High School
Kenandy, Inc. October 2014 - Present
Oracle July 2013 - September 2014
Oracle August 2011 - July 2013
Weyerhaeuser January 2008 - December 2010
Boeing 2004 - 2008
Greater Bay Bancorp 2002 - 2004
Deloitte & Touche 1997 - 1999
PricewaterhouseCoopers 1995 - 1997
Skills
Product Management, Cross-functional Team..., Business Planning, SaaS, Analysis, Financial Services, Risk Management, ERP, Financial Modeling, Management, Variance Analysis, Change Management, Finance, Banking, Forecasting, Business Intelligence, Corporate Finance, Leadership, Business Process..., Strategic Planning, Asset Management, Budgets, Business Process, Investments, PeopleSoft, Process Improvement, Loans, Managerial Finance, Program Management, Salesforce.com, General Ledger, Portfolio Management, Valuation, Team Leadership, Cloud Computing, Strategic Financial..., Start-ups, Business Strategy, Strategy, Management Consulting, Sarbanes-Oxley Act, Derivatives, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Enterprise Software, SEC filings, Accounting, Project Management, Project Planning
Education
California State University-Long Beach
B.S. & B.A., Accounting and Spanish
International Stem Cell Corporation April 2013 - Present
International Stem Cell Corporation July 2011 - April 2013
Volcano Corporation March 2010 - February 2012
Nanogen April 2007 - July 2009
Elan Pharmaceuticals February 2005 - April 2007
Isis Pharmaceuticals October 2000 - February 2005
Dole Fresh Vegetables May 1997 - May 2000
Deloitte & Touche August 1991 - March 1994
Skills
Forecasting, Budget, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley..., SEC reporting, Mergers, Variance Analysis, Auditing, Strategic Planning, Strategic Financial..., Sarbanes-Oxley Act, SEC filings, Budgets, Managerial Finance, QuickBooks, Financial Analysis, SEC Filings, Finance, GAAP
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Business
California State University-Long Beach - College of Business Administration 1989 — 1991
BS, Accounting
Beckman Coulter July 2013 - Present
IRIS INTERNATIONAL December 2007 - June 2013
AMGEN February 2004 - December 2007
QUANTUM January 2003 - February 2004
PEERLESS SYSTEMS CORPORATION January 2002 - January 2003
DELOITTE & TOUCHE 1999 - 2001
XEROX CORPORATION June 1989 - July 1999
Skills
Software Development, ITIL, Product Management, ERP, Six Sigma, Storage, CRM, Business Applications, SDLC, Cross-functional Team..., Integration, Program Management, Process Improvement, Leadership, Requirements Analysis, Strategy, Testing, Software Documentation, Business Intelligence, Business Analysis, IT Management, Enterprise Software, Management, Project Management, IT Strategy, Enterprise Architecture
Education
University of California, Irvine - The Paul Merage School of Business 1996 — 1999
MBA, IT Management
California State University-Long Beach
MS, Computer Science
University of California, Irvine
BS, Information & Computer Science
Hyundai AutoEver Telematics America, Inc. March 2014 - Present
PKF February 2011 - November 2012
California State University, Long Beach August 2009 - September 2010
California State University Long Beach February 2009 - January 2010
Deloitte & Touche January 2008 - May 2008
Deloitte & Touche June 2005 - June 2007
Skills
Proficient in MS Word,..., Basic knowledge about..., Internal Controls, Auditing, Accounting, Financial Statements, Portfolio Management, Management, Assurance, Financial Services, Financial Reporting, Financial Analysis, Financial Accounting, Finance, Strategic Financial..., General Ledger, US GAAP, IFRS, SEC Financial Reporting, Communication Skills, CPA, GAAP
Education
California State University-Long Beach 2008 — 2010
MBA, Finance
National Cheng Kung University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Amgen June 2013 - Present
Verizon Wireless (Worldwide Wireless) December 2010 - June 2013
Deloitte & Touche September 2008 - December 2010
Skills
Accounting, Financial Reporting, SEC filings, Process Improvement, Auditing
Education
California State University-Fullerton - College of Business and Economics 2004 — 2008
Business, Accounting
Microsoft March 2013 - Present
Hostess Brands September 2007 - March 2013
Interstate Brands Corporation March 2008 - February 2009
Nestle USA 1997 - 2007
Nestlé USA 1997 - 2007
Toshiba America Medical Systems July 1991 - July 1997
Deloitte & Touche July 1988 - July 1991
Skills
SAP, Forecasting, Auditing, Outsourcing, SAP R/3, Consumer Products, Income Statement, Process Improvement, Cross-functional Team..., FMCG, Leadership, Continuous Improvement, Pricing, Sarbanes-Oxley Act, Management, P&L Management, Business Intelligence, Inventory Management, Team Leadership, Finance, Business Process, Acquisition Integration, Supply Chain, Team Building, Project Management, Sales Operations, Performance Management, Executive Management, Analysis, SharePoint, ERP, Business Planning, Accounting, Budgets, Business Process..., Strategy, P&L, Vendor Management, Supply Chain Management
Education
California State University-Long Beach - College of Business Administration 1983 — 1986
BS, Accounting
Bank of America January 2011 - Present
Deloitte & Touche April 2006 - December 2010
Cingular Wireless June 2005 - March 2006
Skills
Business Process..., SQL, SAS, VBA, Matlab, Excel, Access, PowerPoint, Word, Risk Management, Business Analytics, Business Intelligence, Financial Risk, Microsoft Excel, Strategy, Financial Modeling, Process Improvement, Valuation
Education
California State University-Long Beach 2000 — 2004
BSEE, Electrical Engineering
UCLA Extension 2007 - Present
LACMA December 2012 - May 2014
LA Phil and Hollywood Bowl August 2009 - November 2012
Davis Langdon March 2008 - January 2009
EDMC: Art Institute of CA-LA/Calif Design College/Argosy Univ 2003 - 2007
Independent Consulting 2000 - 2003
The Ant Farm 1998 - 2000
MetroLight Studos 1992 - 1997
Deloitte & Touche September 1986 - September 1988
Skills
Training, Coaching, Leadership Development, Performance Management, Strategy, Employee Relations, Organizational..., Succession Planning, Employee Benefits, Recruiting, Employee Engagement, Organizational Design, Policy/Procedure..., Management
Education
California State University-Fullerton - College of Business and Economics 1982 — 1986
Bachelor of Business Administration (BBA), Business
UCLA Extension
UCLA Extension
Janzen, Tamberi & Wong Accountancy Corporation 2013 - Present
RJ Hill 2007 - 2010
Janzen, Tamberi & Wong Accountancy Corporation January 1997 - 2007
Deloitte & Touche 1995 - 1997
Skills
CPA, Strategic Planning, Corporate Tax, Tax Preparation, Auditing, Forecasting, Budgets, US GAAP, Tax Research, QuickBooks, ProSystem fx Tax, Payroll Taxes, GAAP
Education
California State University, Fresno 1989 — 1992
Bachelor's degree, Accounting and Finance
Deloitte New Zealand July 2015 - Present
Deloitte & Touche September 2012 - Present
California State University, Long Beach August 2011 - May 2012
Deloitte & Touche June 2011 - August 2011
Education
California State University-Long Beach 2008 — 2012
Business Administration, Accounting, 4.0
California Academy of Mathematics and Science 2004 — 2008
High School Diploma, High Honors
Visa October 2009 - Present
Deloitte & Touche June 2004 - October 2009
Skills
Enterprise Risk..., Internal Audit, CISA, IT Audit, SAS70, PCI DSS, Auditing, Information Security..., Risk Assessment, Information Security, Operational Risk..., Technology Risk, Business Process..., Payment Systems, Governance, Risk Management, Internal Controls, Business Process
Education
California State University-Chico 2001 — 2005
BS, Management Information Systems
Aetna June 2015 - Present
AES May 2013 - May 2015
GE December 2010 - May 2013
General Motors June 2008 - December 2010
PCAOB January 2005 - May 2008
Deloitte & Touche January 1999 - September 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Risk Management, US GAAP, Revenue Recognition, Financial Audits, GAAP, Internal Audit, Financial Reporting, SEC filings, Auditing, Sarbanes-Oxley, Financial Accounting, Forecasting, Consolidation, Mergers, IFRS, Financial Analysis, Corporate Governance, Accounting, Assurance, SEC Filings
Education
California State University-Hayward - School of Business and Economics 1990 — 1994
BS, Accounting
KBKG, Inc. January 2000 - Present
Krost, Baumgarten, Kniss & Guerrero January 1995 - Present
Deloitte & Touche September 1984 - August 1992
Touche Ross & Co. September 1984 - August 1992
Skills
Cost Segregation, Tax Research, Tax Credits, Tax, Corporate Tax, Tax Preparation, WOTC, Income Tax, Property Tax, Fixed Assets, State Tax, CPA, Research & Development..., Purchase Price..., Tax Accounting
Education
Goldengate University 1987 — 1989
MBT, Business Taxation
University of California, Santa Barbara 1983 — 1984
Accounting core program, Accounting
California State University-Chico 1977 — 1981
Bachelor of Science, Finance, Minor in Economics
Restoration Hardware May 2015 - Present
Visa January 2013 - April 2014
Visa January 2011 - January 2013
Rutberg & Company, LLC July 2010 - January 2011
Deloitte & Touche September 2008 - June 2010
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Auditing, Microsoft Excel, Investments, Accounting, Financial Accounting, Analysis
Education
California State University-East Bay 2006 — 2008
Business Administration, Accounting and Finance
University of California, Berkeley
Financial Planning & Analysis - Certificate
Southern California Edison (SCE) November 2014 - Present
Southern California Edision August 2013 - Present
Southern California Edison June 2012 - August 2013
@Business, Inc. November 2011 - June 2012
Sempra Energy April 2011 - November 2011
Deloitte & Touche August 2010 - April 2011
Deloitte & Touche June 2008 - August 2010
@Business, Inc June 2007 - June 2008
Deloitte & Touche January 2006 - June 2007
CSU Chico, STEPS Foundation May 2005 - December 2005
Skills
SAP Netweaver, SAP Security, SAP Authorization..., SAP GRC 5.3, SAP ECC 6.0, SAP BI 7.0, SAP PI 7.1, SAP CRM 7.0, SAP SRM 7.0, SAP PLM 4.5, SAP EP, NMap, Nessus, Rapid7, Microsoft Office, MySQL, PHP, IBM AppScan, SAP ERP, SAP, SAP Implementation, SAP Portal, SAP BW, Business Process, Information Security, Integration, CISSP, Security, Enterprise Architecture, Vulnerability Assessment, Project Management, Computer Security, Business Process..., SAP CRM, Information Technology, SAP BI, SAP XI, SAP R/3, Governance, SAP SRM, Software Documentation, SAP HR, IT Audit, Business Intelligence, SAP GRC Access Control, CISA, CRM, Testing, SAP Security...
Education
California State University-Chico 2003 — 2005
BS - Business Information Systems, Managment Information Systems
Orange County United Way February 2014 - Present
Simon Foundation for Education and Housing February 2013 - Present
Accretive Solutions April 2005 - April 2012
BF Consultants 2003 - 2005
Resources Global Professionals 1998 - 2003
Sandra Bensworth, CPA 1997 - 1998
Coldwell Banker Real Estate April 1993 - April 1997
Shearson Lehman Mortgage Company January 1992 - March 1993
Deloitte & Touche September 1988 - September 1992
Skills
Financial Analysis, Auditing, Recruiting, Tax, Analysis, Financial Statements, Mergers & Acquisitions, Accounting, Business Development, Internal Controls, Acquisition Integration, Financial Reporting, US GAAP, Process Improvement, Finance, Due Diligence, Restructuring, Corporate Tax, Management Consulting, Consolidation, Forecasting, Mergers, CPA, Strategic Financial...
Education
California State University-Fullerton 1984 — 1988
J.P. Morgan July 2014 - Present
The Wharton School July 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Precise Investment April 2013 - June 2013
Nomura December 2009 - July 2012
Deloitte & Touche July 2009 - November 2009
Jefferies & Company January 2009 - May 2009
Dresdner Kleinwort January 2008 - February 2008
Dresdner Kleinwort March 2007 - July 2007
SAP November 2005 - October 2006
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Capital Markets, M&A experience, Financial Institutions, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance & Management
Universität Mannheim 2003 — 2008
Diplom-Kaufmann (MSc in Management), Finance, Accounting & Statistics
California State University-Fullerton 2007 — 2007
Exchange Student, Finance & Statistics
Helmholtz Gymnasium
Helmholtz Gymnasium
Helmholtz Gymnasium
Soxtalk.com Assistant Vice President, FP&APacific LifeMay 2014 - Present
Deloitte & Touche December 2010 - May 2014
Beckman Coulter February 2010 - December 2010
Apria Healthcare March 2009 - February 2010
Deloitte September 2006 - March 2009
Lester Corporation June 2001 - September 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
ConXtech August 2014 - Present
Core-Mark International November 2012 - August 2014
Zeltiq Aesthetics March 2011 - November 2012
Deloitte & Touche September 2007 - March 2011
Education
California State University-Hayward - School of Business and Economics 2005 — 2007
B.S. & B.A., Accounting & Psychology
Rutgers University-New Brunswick 2001 — 2005
Psychology
Sales Tax Resource Group June 1999 - Present
Deloitte & Touche 1996 - 1999
California State Board of Equalization 1992 - 1996
Skills
Sales Tax, Tax, Use Tax, Sales & Use Tax, Multi-State Sales Tax, Sales & Use Tax..., Due Diligence, Auditing, IRS, Tax Research, State Tax, Tax Accounting, Tax Preparation, Strategic Planning, Corporate Tax, Financial Statements, General Ledger, Tax Returns, Payroll, QuickBooks, Payroll Taxes, CPA, Income Tax, Property Tax
Education
California State University-Long Beach - College of Business Administration
Bachelors, Accounting
Landmark Dividend May 2014 - Present
Rexford Industrial October 2013 - May 2014
Deloitte August 2011 - October 2013
Deloitte & Touche August 2008 - August 2011
Deloitte August 2005 - August 2008
Deloitte January 2004 - August 2005
Skills
US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Internal Audit, Financial Accounting, External Audit, Financial Reporting, CPA, Assurance, Auditing, IFRS, Big 4, Revenue Recognition, Accounting, Sarbanes-Oxley, Enterprise Risk..., Corporate Tax, Consolidation, Financial Statements, SEC Filings
Education
California State University-Long Beach - College of Business Administration 2002 — 2004
Bachelor's of Science - Accountancy, Accounting
Deschutes County, Oregon June 2002 - Present
Stephen Greer & Associates 1992 - 2002
Deloitte & Touche 1987 - 1991
Skills
Internal Audit, Auditing, CPA, Accounting, Performance Auditing, Internal Controls, Enterprise Risk..., Tax, Government, Policy, Certified Fraud Examiner, IT Audit, Forensic Accounting, Risk Assessment, Fraud, Risk Management, Analysis, Data Analytics, Computer assisted audit..., Assurance, GAAP, Governance, Financial Audits, COSO, Corporate Governance, Managerial Finance, Financial Reporting, Budgets, Financial Risk, External Audit
Education
University of Southern California - Marshall School of Business
Taxation
California State University-Fullerton - College of Business and Economics 1984 — 1987
Accounting
University of California, Riverside 1980 — 1984
BS, Biochemistry
Secured Investment Corp March 2012 - Present
Supermicro February 2011 - March 2012
CXO Vantage December 2009 - April 2011
Linux Networx August 2001 - April 2006
Novell 1997 - 2000
Deloitte 1988 - 1994
Deloitte & Touche 1988 - 1994
Skills
High Performance..., Storage, Cloud Computing, Operational Management, Sales, Marketing Strategy, Fundraising, Mortgage Lending, Real Estate, Leadership, Operations Management, Sales Management, Management Consulting, Business Development, Strategy, SaaS, Program Management, Enterprise Software, Start-ups, Big Data, Channel Partners, Product Management, Project Management, Virtualization, Servers, Marketing, Management, Solution Selling, Manufacturing, Go-to-market Strategy, Product Marketing, Entrepreneurship, Business Alliances, Strategic Partnerships
Education
California State University-Fullerton - College of Business and Economics 1985 — 1988
BA, Business Management with accounting Emphasis
Merced High School
Pacific Gas and Electric Company January 2011 - Present
Edgile, Inc. 2009 - January 2011
Deloitte & Touche 2007 - 2009
Deloitte & Touche 2004 - 2007
Deloitte & Touche 2000 - 2004
Deloitte & Touche 1999 - 2000
Deloitte & Touche 1998 - 1998
Skills
SIEM, Digital Forensics, Incident Management, Intelligence Analysis, Security Management, Identity Management, DLP, Data Privacy, IAM, Business Continuity..., GRC, Architecture, Information Security..., Cloud Security, CISSP, Information Security, Enterprise Architecture, Malware Analysis, PCI DSS, Enterprise Risk..., Data Security, Security, Computer Security, Firewalls, Information Technology, Penetration Testing, Security Audits, Vulnerability Management, IT Audit, Risk Assessment, Security Architecture..., Vulnerability Assessment, Team Management
Education
California State University-Chico 1994 — 1998
Bachelor Of Science, Business Administration - Management Information Systems
Cheqbook.com November 2010 - Present
Levin & Hu, LLP November 2001 - Present
Deloitte & Touche 1993 - 2000
Various Companies 1989 - 1993
Skills
Start-ups, Accounting, Small Business, Tax, Venture Capital, Budgets, Mergers, Entrepreneurship, Business Planning, Strategic Planning, Due Diligence, Business Strategy, Managerial Finance, Risk Management, Public Speaking, Financial Reporting, Financial Analysis, Strategic Financial..., Business Development, Tax Law, Mergers & Acquisitions, Analysis, CPA, Executive Management, Contract Negotiation, Strategy, Management, S Corporations, Income Tax, Private Equity, Finance, Tax Preparation, Management Consulting, Tax Accounting, Business Valuation, Corporate Finance, Corporate Development, Corporate Tax, Leadership, QuickBooks, Sales Tax, Tax Advisory, Tax Returns, Financial Planners, Tax Research, Partnership Taxation, Exit Strategies
Education
University of Southern California 1994 — 1997
Masters, Business Taxation
California State University-Dominguez Hills 1992 — 1993
Certificate, Accounting
University of Phoenix 1987 — 1989
Bachelor of Science, Business Administration
California State University-Long Beach 1981 — 1986
Various
Mount Sinai Health System, New York October 2011 - Present
Kaiser Permanente, Northwest Region, Portland, Oregon February 2003 - October 2011
CIGNA Healthcare of California January 2000 - February 2003
CIGNA - Lovelace Health Systems, Albuquerque 2002 - 2003
Syncor International (Cardinal Health) November 1996 - January 2000
Ernst & Young LLP 1994 - 1996
Deloitte & Touche 1992 - 1994
Unisys Corporation 1988 - 1991
Burroughs, Inc. 1983 - 1988
Skills
Epic Systems EMR, Medical School and..., Management Consulting, Insurance, Process Improvement, Strategic Planning, IT Strategy, IT Governance, Healthcare, EMR, Information Technology, HIPAA, Epic Systems, Business Intelligence, Governance, Healthcare Information..., Leadership, Change Management, Strategy, Informatics, Business Strategy, Executive Management, Program Management, EHR, Visio, Business Analysis, Software Development, Project Management, Revenue Cycle, Consulting, Management, Enterprise Software, Cross-functional Team..., Leadership Development, Vendor Management, Mergers & Acquisitions, Data Center, SDLC, IT Management, Integration, HL7, Project Portfolio..., Healthcare Management, Hospitals, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2006
Advanced Leadership Program, Healthcare Management - Kaiser Permanente Advanced Leadership Program
California State University-Northridge 1986 — 1989
MBA, Management
Deloitte & Touche August 1994 - Present
KPMG 1986 - 1994
Skills
Health Care, Insurance
Education
California State University-Long Beach 1983 — 1985
BS, Accounting / Bus Admin
YES Energy Management May 2012 - Present
Yardi Systems June 2002 - Present
Yardi Systems June 2002 - May 2012
Deloitte & Touche January 1998 - September 2001
KPMG Peat Marwick 1997 - 1998
Quantra Corporation 1993 - 1997
The SOFTA Group (Melson Technologies) 1993 - 1997
Laventhol & Horwath January 1987 - December 1990
Skills
Software Implementation, Enterprise Software, Property Management, Professional Services, Business Intelligence, Business Process..., Asset Managment, Real Estate, Software Project..., Project Management, Cloud Computing, Consulting, Business Development, Team Leadership, Leadership, Management, Business Process, Program Management, IT Management, CRM, Software Documentation, Asset Management, Vendor Management
Education
California State University-Fullerton 1978 — 1986
B.A., Business Admin.
Abacus Law Group (formerly Law Offices of Mace Abdullah) November 1990 - Present
Law Offices of Mace Abdullah January 1990 - April 2010
Abacus Law Group 1990 - 2009
Amica Technologies Sdn Bhd January 2002 - December 2003
Law Offices of Zoran Basich 1990 - 1994
Law Offices of Zoran Basich 1990 - 1994
Laventhol & Horowath 1988 - 1990
Deloitte & Touche September 1980 - June 1984
Volunteers of America 1978 - 1980
Skills
Financial Analysis, International Tax, Islamic Finance, Mergers, Due Diligence, Investments, Private Equity, Real Estate, Tax, Corporate Finance, Corporate Law, Accounting, Tax Law, Litigation, Negotiation, Start-ups, Commercial Litigation, Business Planning, Corporate Governance, Strategic Planning, Mergers & Acquisitions, Estate Planning, Trusts, Internal Controls, Auditing, Contract Negotiation, Management, Income Tax, Financial Reporting, Strategic Financial..., Corporate Tax, Managerial Finance, Finance, LLC, Estate Tax Planning, Financial Structuring, Bankruptcy, Estate Administration, Business Formation, Elder Law, Financial Statements, Asset Protection, Financial Planners, Wills, Tax Preparation, Legal Research, Legal Writing, Securities, Joint Ventures, Small Business
Education
INCEIF 2011 — 2012
Ph.D., Candidate in Islamic Finance
Golden Gate University, School of Law 2000 — 2003
LL.M., Taxation
Loyola Law School, Los Angeles 1984 — 1988
Doctorate, Laws
California State University-Los Angeles 1979 — 1981
MBA, Accounting/Finance
EXTRACTABLE May 2015 - Present
Huge October 2014 - April 2015
Razorfish March 2010 - September 2014
Fry April 2007 - April 2009
Deloitte & Touche March 1997 - February 2007
Primetime Publicity 1995 - 1997
Skills
Digital Marketing, E-commerce, Strategy, Cross-functional Team..., Product Marketing, Business Development, Account Management, User Experience, Project Management, Strategic Planning, Program Management, Project Planning, Retail, Digital Strategy, Integrated Marketing, CRM, Advertising, Marketing, Leadership
Education
California State University-Chico
BA, Communications/PR
Verisys Corporation and ReferencePro 2007 - Present
LexisNexis October 2004 - May 2007
Concentra November 2001 - October 2004
National Healthcare Resources, Inc. (NHR, Inc.) November 2000 - November 2001
Axios Data Analysis Systems Corp. May 1999 - November 2000
Deloitte & Touche September 1998 - May 1999
Zenith Insurance August 1993 - August 1998
Firemans Fund Insurance Company 1992 - 1993
Skills
Background Checks, Insurance, Compliance, Process Improvement, Healthcare, Investigation, Operations Management, Project Management, Healthcare Information..., Healthcare Reimbursement, Strategic Planning, Managed Care, Business Planning, CRM, Change Management, Marketing Strategy, Sales, Risk Management, Fraud, Management, Strategy, Claim, Team Building, Product Development, Workers Compensation, Business Intelligence, Leadership, HIPAA, Contract Negotiation, Private Investigations, Data Analysis, Analytics, SaaS, Business Strategy, Account Management, Business Development, Executive Management, New Business Development, Program Management, Product Management, Strategic Partnerships, Business Analysis, Vendor Management, Entrepreneurship, Start-ups, Consulting, Salesforce.com, Enterprise Software, Training
Education
Loyola Law School, Loyola Marymount University 1984 — 1988
Juris Doctorate, Law
California State University-Northridge 1978 — 1982
BA, Journalism
JPMorgan Chase Bank October 2009 - Present
Puerto Rico Farm Credit (AgFirst Farm Credit Bank) August 2001 - August 2006
Citibank October 1994 - December 1998
Deloitte & Touche January 1993 - October 1994
Skills
CPA license, Bilingual English /...
Education
California State University-Northridge 1985 — 1990
BS
IHHS
Ishigami, Ishigami, & Ochi, LLP June 2010 - Present
Deloitte & Touche September 2005 - September 2007
Skills
Corporate Tax, GAAP, Internal Controls, External Audit, Tax, Income Tax, Financial Reporting, Financial Accounting, Auditing, Accounting, CPA, Tax Research, US GAAP, Tax Accounting
Education
California State University-Long Beach - College of Business Administration 2003 — 2005
BS, Accountancy
Trendspot, Inc. June 2015 - Present
Noranco Inc December 2014 - May 2015
KaVo Kerr Group (subsidiary of Danaher NYSE: DHR) July 2013 - December 2014
Align Aerospace 2012 - 2013
HCP (Health Care Properties) 2008 - 2012
Pacific Life Insurance (Aviation Capital Group) 2006 - 2008
Toyota Financial Services 2004 - 2006
The Boeing Company (Boeing Capital Corporation) 2002 - 2004
Deloitte & Touche 1999 - 2002
Skills
Relational Databases, Financial Modeling, Treasury Management, Hedging, Financial Forecasting, Cash Flow Forecasting, Equity Capital Markets, Working Capital..., Aircraft Leasing, M&A due diligence, Liquidity Management, Financial Systems..., ERP, Bloomberg, DCF, Business Valuation, Budgeting, Accounts Payable, FX, Aircraft Finance, Aircraft Management, Oracle SQL, Structured Finance, Securitization, Credit Facilities, Restrictive Covenants, FAS 133, Big 4, Deloitte, Boeing, Toyota, MBA Finance, Financial Accounting, SEC reporting, Healthcare, Real Estate Finance, Due Diligence, Budgets, SEC filings, Finance, Tax, Portfolio Management, Restructuring, Private Equity, Real Estate Economics, Credit
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Corporate & Real Estate Finance
California State University-Fullerton - College of Business and Economics 1996 — 1999
BA, Accounting & Corporate Finance
Deloitte December 2011 - Present
Deloitte & Touche February 2003 - December 2011
Oce Business Services September 2000 - February 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Customer Service, Social Networking, Live Meeting, Centra, WebEx, SharePoint, DocsOpen, FileSite, Metastorm, SnagIt, OmniPage, Project Management, Service Desk, Performance Reviews, Internal Communications, Committees, Project Coordination, Team Management
Education
California State University-Northridge 2004 — 2008
BA, Philosophy
California State University-Los Angeles 2003 — 2004
Psychology
Los Angeles City College 2000 — 2003
Associate of Arts (A.A.), Human Services with emphasis in Psychology
University of Southern California 1998 — 1999
Undeclared
AEF Systems Consulting, Inc. January 1992 - Present
California State University Fullerton Philanthropic Foundation 2007 - 2011
City of Rancho Cucamonga 1997 - 2011
Consultant at City of Lakewood 2009 - 2010
National Charity League, Inc., Orange/Villa Park Chapter 2008 - 2009
Deloitte & Touche 1983 - 1992
Varco Oil Tools 1980 - 1982
Skills
Fundraising, Strategic Planning, Public Speaking, Event Planning, Event Management, Leadership, Leadership Development, Team Leadership, Program Management, Project Management, Volunteer Management, Customer Service, Management Consulting, Government, Analysis, Management, Team Building, Business Process, Training, Policy, Organizational..., Higher Education, Project Planning, Coaching
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1980
BA, Business, emphasis in Finance
Moss Adams LLP December 2000 - Present
Corbin & Wertz 1998 - 2000
Deloitte & Touche 1997 - 1998
Ernst & Young December 1987 - December 1996
Skills
Tax Research, Partnership Taxation, CPA, Corporate Tax, Income Tax, SEC filings, Tax Accounting, Tax Advisory, Accounting, Financial Reporting, State Tax, GAAP, Tax, FIN 48, US GAAP, Tax Returns, S Corporations
Education
Golden Gate University 1990 — 1992
Master of Tax, Taxation
California State University-Long Beach - College of Business Administration 1984 — 1986
Bachelor of Science, Accounting
Deloitte & Touche April 2009 - Present
WaMu 2003 - 2009
Deloitte & Touche 1999 - 2003
First Bank & Trust 1997 - 1998
Southern California Bank 1992 - 1997
The Bank of California 1988 - 1992
Security Pacific National Bank 1974 - 1987
Education
California State University-Long Beach 1964 — 1969
BA
J.P. Morgan December 2013 - Present
Deloitte & Touche September 2007 - November 2013
Deloitte June 2006 - August 2006
Education
California State University-Long Beach 2004 — 2006
Bachelor of Arts (B.A.), Business Administration with an emphasis in Accounting
Sonoma State University 2002 — 2004
Ali Asghar, CPA February 2010 - Present
Grant Thornton, LLP August 2007 - February 2010
Deloitte & Touche May 2006 - August 2007
KPMG LLP January 2005 - May 2006
Skills
Tax, Income Tax, Tax Accounting, Tax Research, Corporate Tax, Financial Statements, GAAP, CPA, US GAAP, Tax Returns, Tax Preparation, Financial Reporting, International Tax, SEC filings, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Partnership Taxation, Sales Tax, Microsoft Office, SEC Filings
Education
California State University-Fullerton 1996 — 1999
BA, Accounting
Irvine Valley College
Scripps Health August 2015 - Present
Sofia's Kusina January 2013 - Present
Cedars-Sinai October 2012 - April 2014
UCLA Health System April 2012 - October 2012
UCLA Health System June 2011 - April 2012
Deloitte & Touche September 2010 - June 2011
Kaiser Permanente September 2007 - September 2010
Kaiser Permanente September 2005 - September 2007
Max Group Corporation February 2004 - August 2005
RuffaloCODY January 2003 - February 2004
Skills
Outlook, Microsoft Office, PowerPoint, Word, Lotus Notes, Epic Systems, Microsoft Word, Training, EHR, Visio, CPOE, Informatics, Healthcare Information..., Healthcare, Ambulatory, EMR, Hospitals, Data Analysis, Inpatient, HIPAA, Software Implementation, Radiant, Process Improvement, GoLive, Software Documentation, Healthcare Management, Program Management, Leadership, Physicians, HL7, Clinical Research, Ambulatory Care, Healthcare Consulting, Cerner, Health Information..., ICD-10, Meditech, Revenue Cycle, PACS, Radiology, Healthcare Industry, Troubleshooting, Medical Coding, Analysis, Project Management, Quality Improvement, ASAP, ClinDoc, OpTime, Health Information...
Education
California State University-Long Beach 1999 — 2003
BA
Royal High School September 2006 - Present
Marconi Dynamics, Inc. April 1992 - June 1998
Deloitte & Touche April 1989 - October 1990
Wangtek, Inc. 1985 - 1989
Touche Ross 1980 - 1984
Education
Cal State Northridge 2008 — 2010
Masters, Math Education
California State University-Northridge 2006 — 2008
Teaching Credential, Secondary Education and Teaching
Cal State Hayward 1978 — 1980
BS, Accounting
Drexel University January 2013 - Present
University of North Carolina at Chapel Hill August 2012 - December 2012
Lorraine Richards, IS Consultant 2005 - September 2012
University of North Carolina at Chapel Hill August 2009 - July 2012
Council on Libray and Information Resources February 2008 - August 2009
University of North Carolina at Chapel Hill 2005 - 2008
Blue Shield of California 2003 - 2005
Golden Gate University 1992 - 2005
Deloitte & Touche February 2001 - January 2003
Deloitte & Touche 2002 - 2002
Skills
Emerging Technologies, Business Case, Data Conversion, EDRMS, Cost Models, Digital Curation, Research, Knowledge Management, Data Analysis, Analysis, SAS, Project Management, Qualitative Research, Statistics, Databases, Data Modeling, Risk Management, Archives, Software Documentation, Metadata, Digital Libraries, Program Management, Digital Preservation, Records Management, Information Management
Education
University of North Carolina at Chapel Hill 2006 — 2013
Doctor of Philosophy (PhD), Information Science
The University of Chicago 1994 — 1998
n.a, Committee on Social Thought
California State University-Hayward - School of Business and Economics 1989 — 1991
M.A., Economics
University of California, Santa Cruz 1982 — 1983
B.A., Economics
Comyns, Smith, McCleary & Deaver LLP January 2015 - Present
Comyns, Smith, McCleary & Deaver, LLP October 2010 - January 2015
Eichstaedt & Devereaux, LLP April 2009 - October 2010
Deloitte & Touche June 1999 - March 2009
Skills
Accounting, Auditing, Financial Reporting, Mergers, Due Diligence, Tax, US GAAP, Finance, Corporate Tax, Financial Analysis, Strategic Planning, Management Consulting, Mergers & Acquisitions, Assurance, Financial Modeling, Tax Accounting, Forensic Accounting, Managerial Finance, Analysis, Cash Management, Consolidation, Revenue Recognition, Financial Accounting, Valuation, GAAP, Income Tax, Big 4, Enterprise Risk..., Forecasting, Business Valuation, CPA, SEC filings, Internal Controls, Private Equity, Internal Audit
Education
California State University-Long Beach - College of Business Administration 1996 — 1998
B.S., Accounting
Omaima Ali, CPA January 2005 - Present
Ernst & Young 2005 - 2007
Deloitte & Touche 1997 - 2002
Skills
Tax, Accounting, Bookkeeping, Small Business, Tax Compliance, QuickBooks, Tax Research, Tax Preparation
Education
California State University-East Bay 2003 — 2005
MS Taxation, Taxation
New York University - Leonard N. Stern School of Business 1995 — 1997
BS, Accounting & Finance
Moss Adams LLP September 2007 - Present
University of California, Irvine January 2002 - December 2010
Deloitte & Touche January 1994 - August 2007
Skills
Mergers, Tax, International Tax, Mergers & Acquisitions, Internal Controls, Corporate Tax, Sarbanes-Oxley Act, US GAAP, Accounting, Auditing, Video Production, Tax Advisory, Tax Research, SEC filings, GAAP, Internal Audit, Transfer Pricing, Accountants, Income Tax, Jumpmaster, Tax Accounting, IFRS, CPA
Education
University of Southern California - Marshall School of Business 1994 — 1997
MA
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1993
BA
PricewaterhouseCoopers August 2014 - Present
Davis & Co. CPA's June 2009 - August 2014
Deloitte & Touche September 2008 - June 2009
HS Ahuja & Co. 2004 - 2008
Skills
Taxations, Corporate Tax, Partnership Taxation, Sales & Use Tax..., Financial Audits, Financial Accounting, Tax Advisory, International Tax, Financial Analysis, Internal Controls, GAAP, Internal Audit, Accounting, Microsoft Excel, Auditing, Tax, Financial Reporting
Education
California State University-Hayward 2011 — 2013
MS Taxation, Taxation
Delhi University 2003 — 2006
Bachelors, Commerce (Honors)
AICPA
CPA
Marcum LLP October 2010 - Present
Stonefield Josephson January 1999 - October 2010
Doran Rapattoni & Prowell January 1991 - December 1998
Real Estate Development Company January 1988 - December 1991
Deloitte & Touche January 1980 - December 1988
Skills
Internal Controls, Sarbanes-Oxley Act, Business Valuation, Tax Preparation, Auditing, Real Estate, Consolidation, Venture Capital, Income Tax, IPO, Finance, Financial Accounting, Forensic Accounting, Management Consulting, Due Diligence, Corporate Tax, Assurance, Accounting, US GAAP, Financial Reporting, Restructuring, Mergers, Business, Private Equity, Financial Statements, SEC filings, Financial Analysis, General Ledger, Corporate Finance, Revenue Recognition, Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BS, Accounting
Corporation Service Company December 2011 - Present
CORPTAX, Inc. July 2006 - December 2011
Deloitte & Touche April 1995 - July 2006
Deloitte & Touche Tax Technologies 1995 - 2006
Financial Decision Systems Inc. September 1988 - March 1995
Skills
Corporate tax..., Personal Income Tax..., International Corporate..., Programming in various..., Property tax, Fine tuned logic skills..., Property Tax, UK Corporation Tax, Corporate Tax, Accounting, Tax, Auditing, Tax Accounting, International Tax, CPA
Education
California State University-Los Angeles 1972 — 1974
Bachelor of Science, Accounting
Arthritis Foundation 2013 - Present
Self Employed March 2012 - Present
Classic Concepts Inc January 2010 - March 2012
Tatum LLC September 2006 - January 2010
Razor USA LLC January 2002 - September 2006
JB 2000 - 2002
New Horizons CLC 1998 - 2000
Deloitte & Touche September 1989 - May 1992
Skills
SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, GAAP, Acquisition Integration, IPO, Strategic Financial..., Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2006
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1989
BA, Accounting
David Starr Jordan High School 1972 — 1976
high school, business
Retired April 2014 - Present
ECCU September 2003 - March 2014
Penn Lithographics September 1983 - September 2003
Deloitte & Touche 1969 - 1982
Skills
CPA, Cash Management, Financial Reporting, Financial Analysis, Accounting, Cash Flow, Finance, Budgets, Forecasting, Commercial Lending, Credit, Banking, Commercial Banking, Internal Controls, Loans, Auditing, Treasury Management, General Ledger, Strategic Financial..., Small Business, Financial Modeling, Portfolio Management, Credit Unions, Investments, Asset Based Lending, Credit Analysis, Mortgage Lending
Education
California State University-Fullerton - College of Business and Economics 1965 — 1969
BA, Accounting
Coldwell Banker Doug Arnold Real Estate Inc. July 2006 - Present
Deloitte & Touche September 1994 - September 2001
Skills
Townhomes, REO, Residential Homes, Single Family Homes, Short Sales, Real Estate Transactions, Real Estate, Sellers, Foreclosures, Investment Properties, Listings, Negotiation, Buyers, First Time Home Buyers, Condos, Investors, Buyer Representation, New Home Sales, Relocation, SFR, Move Up Buyers, Luxury
Education
California State University-Long Beach 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration, Accounting
Laura Cheeld Day, CPA ManagerHaynie & CompanyDecember 2010 - June 2014
Delta Gamma May 2011 - May 2013
Delta Gamma April 2006 - June 2011
Laura Cheeld Day, CPA September 2003 - December 2010
EKSH 2003 - 2008
Schlumberger 2002 - 2003
Deloitte & Touche 1998 - 2001
Skills
Accounting, Tax, Tax Preparation, CPA, QuickBooks, Auditing, Financial Reporting, Internal Controls, GAAP, Financial Accounting, General Ledger, Income Tax, Budget, Payroll, Accounts Payable, Accounts Receivable, Non-profits, Microsoft Excel, SEC filings, Financial Analysis, PowerPoint, Management, Microsoft Office, Business Planning, US GAAP, Corporate Tax, Tax Accounting, Sales Tax, Small Business, Account Reconciliation, Bookkeeping, Financial Statements, Tax Returns, Budgets, SEC Filings, Nonprofits
Education
California State University-Dominguez Hills 1988 — 1991
B.S., Business Administration
University of California, Irvine 1981 — 1984
History
Meggitt Safety Systems April 2009 - Present
TMB March 2008 - February 2009
Optical Communication Products December 2006 - March 2008
VNU September 2003 - December 2006
Nielsen EDI March 1997 - September 2003
Marvel Entertainment March 1994 - March 1997
LIVE Entertainment September 1986 - March 1994
PMG Properties August 1983 - September 1986
Perceptronics, Inc. October 1982 - August 1983
Deloitte & Touche July 1978 - October 1982
Skills
Accounting, Financial Reporting
Education
California State University-Northridge 1976 — 1978
B.S., Business Administration
John F. Kennedy 1970 — 1973
Sprint 2004 - Present
World Kitchen (former affiliate of Borden, Inc.) 2003 - 2004
Deloitte & Touche 1997 - 2003
Skills
Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Internal Controls, PeopleSoft, Variance Analysis, Financial Reporting, Internal Audit, Acquisition Integration, Accounting, Forecasting, Mergers, Auditing, Financial Modeling, Sarbanes-Oxley, Budgets, Essbase, Finance, Managerial Finance, Cross-functional Team..., Business Process..., Hyperion Enterprise, Strategic Financial...
Education
California State University-Chico
BA Political Science, Pre-Law
Otterbein University
MBA, Accounting, Operations and Financial Management
University of Maryland University College
Master of Science in Accounting and Financial Management, Accounting/Finance
Samsung Research America March 2015 - Present
SeaChange International July 2008 - February 2015
DoOnGo Technologies / InnoPath Software February 2004 - September 2007
animus literati May 2001 - January 2004
U.S. Wireless July 1999 - May 2001
Deloitte & Touche January 1998 - May 1999
SSGI May 1996 - June 1997
California Gifted English House June 1994 - January 1996
Publish International July 1991 - June 1994
Seoul International School August 1990 - June 1994
Skills
Technical Writing, FrameMaker, Visio, Software Development, SnagIt, Technical Documentation, Cross-functional Team..., Telecommunications, Quality Assurance, Mobile Applications, Editing, Databases, Start-ups, Management, Training, Mobile Devices, Software Documentation, Writing, Technical Communication, RoboHelp, Online Help
Education
California State University-Chico 1983 — 1987
B.S., Mathematics
United States Navy Nuclear Power School 1976 — 1977
R.O., Nuclear Propulsion
Capital Edge Consulting April 2014 - Present
PwC April 2011 - April 2014
Navigant April 2007 - April 2010
KPMG US April 1994 - April 2007
Deloitte & Touche 1989 - 1994
Defense Contract Audit Agency (DCAA) 1985 - 1989
Skills
Government Contracting, Cost Accounting, FAR, Analysis, Government, Financial Reporting, External Audit, Proposal Writing, Government Procurement, DoD, Program Management, Assurance, Sarbanes-Oxley Act, Process Improvement, Cost Allocation, Forensic Accounting, Internal Audit, Defense, Federal Acquisition..., Cost Accounting..., Request for Equitable..., Termination for..., Incurred Cost Proposals, Cost Allowability, Business Systems and..., Auditing, DCAA
Education
California State University-Long Beach
Master of Business Administration (MBA), Finance
Syracuse University
Bachelor's degree, Accounting
Hyundai Capital America March 2013 - Present
Microbase, Inc. August 2008 - December 2012
Citi Residential Lending October 2003 - July 2008
Deloitte & Touche October 2000 - September 2003
Microbase January 1985 - October 2000
Skills
Disaster Recovery, SDLC, Enterprise Architecture, CISSP, Vendor Management, IT Strategy, Information Security, Security, ITIL, IT Operations, Data Warehousing, Governance, Information Technology, Cloud Computing, Active Directory, Enterprise Software, Professional Services, Business Process, Business Continuity, Windows Server, Leadership, IT Audit, Microsoft Exchange, Risk Management, Visio
Education
California State University-Long Beach 1983 — 1986
Bachelor's Degree, Mathematics and Computer Science
California State University-Long Beach 1987 — 1989
Master's Degree, Computer Science
HBLA Certified Public Accountants, Inc. July 1985 - Present
Deloitte & Touche January 1977 - June 1985
Billy Graham Evangelistic Association January 1975 - December 1976
Arthur Andersen & Co. June 1964 - December 1975
Skills
Financial Reporting, Financial Analysis, Mergers, Auditing, Budgets, Strategic Planning, Due Diligence, Managerial Finance, Internal Controls, Corporate Tax, Cash Management, QuickBooks, SEC filings, Finance, Tax Preparation, CPA, Leadership, Management Consulting, Mergers & Acquisitions, Start-ups, Real Estate, Management, GAAP, Accounting, Business Valuation, Analysis, Financial Statements, Executive Management, Cash Flow, Strategic Financial..., Tax, Financial Modeling, Business Strategy, Financial Planning, SEC Filings
Education
California State University-Fullerton 1962 — 1964
B.A., Accounting and Finance
Fullerton Community College 1959 — 1962
Associates of Arts
Anaheim High School 1956 — 1959
Deloitte & Touche LLP August 2015 - Present
Deloitte & Touche August 2012 - August 2015
Deloitte 2008 - 2012
California State University, East Bay August 2007 - June 2009
Skills
Security and Privacy, Security & Controls, Oracle Application..., PeopleSoft Application..., IT Audit, Oracle GRC, Risk Management, Oracle, Management, ERP, Analysis, SDLC, Security, Oracle E-Business Suite, PeopleSoft, Business Process..., Accounting, Access, Consulting, Business Analysis, Microsoft Office, Business Development, Leadership, Sarbanes-Oxley Act, Microsoft Excel, Program Management, IT Strategy, Business Intelligence, Business Process, CRM, Information Technology
Education
California State University-East Bay 2005 — 2009
Bachleor of Science, Accounting & Information Technology Mgmt
California State University-East Bay
Saddington Shusko LLP April 2005 - Present
Fieldstone Communities April 2004 - April 2005
Deloitte & Touche December 1998 - March 2004
E&Y Kenneth Leventhal Real Estate Group July 1995 - December 1998
Skills
Accounting, Tax, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Cash Flow, Tax Research, Tax Advisory
Education
California State University-Fullerton
BA, Accounting
University of Southern California
MBT, Taxation
Atkinson, Andelson, Loya, Ruud & Romo August 2011 - Present
Deloitte & Touche 2000 - June 2011
Skills
Integrated Marketing, Marketing Communications, Marketing Management, Direct Marketing, B2B Marketing, Strategy, Marketing Strategy, Market Research, Digital Marketing, Strategic Planning, Event Management, Brand Management, Email Marketing, Marketing Operations
Education
California State University-Long Beach 1999 — 2002
BS, Management, Operations Management
Jaeger & Associates January 2013 - December 2014
Kinder Morgan March 2012 - January 2013
IMRI June 2011 - August 2011
Jaeger & Associates November 2010 - April 2011
TRC Solutions October 2008 - February 2010
Wespac Pipelines LLC (Wespac Energy Group) September 2006 - September 2008
Sterling Energy International, Inc. July 2004 - September 2006
Bank of Guam May 2000 - November 2003
Guam Telephone Authority 1994 - 1995
Deloitte & Touche March 1992 - March 1994
Skills
Tax Preparation..., Accounting Software:..., Deltek-Vision,..., JD Edwards - One World, Microsoft Office 2007, MS Project, Individual Taxation, Corporate Tax, Audit, Data Entry, Order Processor, Desktop Publishing, Inventory Control, Cost Accounting, Spreadsheet Design, Word Processor, Executive, Business Owner, Financial Reporting, financial accounting, Financial Analysis, Financial Audits, Risk Assessment, Risk Management, Customer Engagement, Account Reconciliation, Accruals, Fraud Detection, Federal Government..., Human Resources, employee Relations, Employee Benefits, Multi-state Payroll...
Education
California State University-Fullerton 1986 — 1987
BA, Accounting
The College of St. Scholastica 1901 — 1901
N/A, Photography
University of Minnesota-Duluth 1901 — 1901
N/A, Liberal Arts and Sciences/Liberal Studies
Coastline Community College
N/A, Various
Fairborn High School
Irvine Valley College
N/A, Excel Spreadsheets, MS Project 2007
John F. Kennedy High School
Orange Coast College
N/A, General Ed Requirements
Saddleback College
N/A, Quickbooks, Income Taxes
Santa Ana College
Individual Income Tax
Deloitte & Touche September 2013 - Present
JT Schmids August 2011 - August 2013
Deloitte & Touche June 2012 - August 2012
Student Painters March 2011 - August 2011
Peppinos May 2009 - September 2010
Skills
Accounting, US GAAP, External Audit, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Analysis, Microsoft Excel
Education
California State University-Fullerton 2009 — 2013
Bachelor of Arts (BA), Business Administration and Management, Accounting
De Anza College January 2006 - Present
Pirrone & Pirrone, LLP January 2004 - Present
Foothill College 2005 - 2010
Deloitte & Touche August 1997 - August 2000
Skills
Accounting, QuickBooks, Public Speaking, Teaching, Higher Education
Education
Santa Clara University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
California State University-East Bay 1995 — 1997
BS, Accounting
California State University-Hayward - School of Business and Economics 1995 — 1997
BA, Accounting
Taco Bell May 2014 - Present
Memorial Health Care System March 2014 - May 2014
DLC February 2012 - May 2014
Breg November 2013 - March 2014
Avery Dennison February 2012 - November 2013
Powerwave Technologies May 2010 - February 2012
Deloitte & Touche September 2007 - May 2010
Skills
Sarbanes-Oxley Act, SEC filings, Accounting, Financial Reporting, US GAAP, Internal Controls, Financial Analysis, Auditing, GAAP, Financial Modeling, Financial Accounting, Variance Analysis, Cost Accounting, Internal Audit, Forecasting, Hyperion Enterprise, IFRS, Revenue Recognition, Consolidation, General Ledger, External Audit, Sarbanes-Oxley, Finance, Analysis, CPA, Financial Forecasting, Managerial Finance, Essbase
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2007
Bachelors, Accounting
Deloitte & Touche September 2005 - Present
Deloitte 1995 - Present
KidWorks Community Development Corporation 2010 - 2012
Skills
SEC filings
Education
California State University-Long Beach - College of Business Administration 1991 — 1994
BS, Accounting
Infinite Insights Marketing & Strategy Consultants March 2006 - Present
Wells Fargo Bank January 2010 - December 2012
Wells Fargo Bank July 2008 - December 2009
Northern California Minority Business Development Center January 2004 - March 2006
Soft Sheen Products (L'Oreal) February 1995 - August 1998
McKinsey & Company 1992 - 1995
Deloitte & Touche 1987 - 1990
Skills
Strategic Planning, Management Consulting, Competitive Analysis, Marketing Strategy, Market Research, Market Planning, Financial Analysis, Business Strategy, Cross-functional Team..., Marketing Research, Strategic Partnerships, Strategy Development, Public Speaking, Team Building, Entrepreneurship, Advertising, Strategy, Budgets, Start-ups, Program Management, Business Planning, Leadership, Management, Nonprofits, Analytics, Leadership Development, Marketing, Coaching, Analysis, Sales, Product Development, CRM
Education
California State University-East Bay 2015 — 2015
Social Media Marketing Certificate
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA)
Stanford University 1983 — 1987
BA
Prudential California Realty July 2004 - Present
Institute for the Advanced Studies of Health 2006 - 2009
Deloitte & Touche September 1992 - September 1994
Education
California State University-Hayward - School of Business and Economics 1986 — 1992
Bachelor of Science, Accounting, Real Estate, Economics
Bragginton Advisory Services November 2008 - Present
KPMG March 2002 - November 2008
KPMG November 1998 - March 2002
Baan August 1997 - November 1998
Deloitte & Touche November 1994 - August 1997
RE/Source Information Network September 1988 - November 1994
Skills
Due Diligence, Risk Management, Governance, Carve-outs, US GAAP, Sarbanes-Oxley Act, Internal Controls, IFRS, Financial Reporting, Revenue Recognition, Consolidation, Divestitures, Accounting
Education
California State University-Long Beach
BSc, Accounting
Phoenix Motorcars LLC October 2014 - Present
Jade Range, LLC October 2011 - May 2014
GE Aviation - Santa Ana 2009 - 2011
Sargent Fletcher Inc. (Cobham Group, plc) 2004 - 2009
Prime Measurement Products 2002 - 2004
Universal Aqua Technologies 2000 - 2002
Aquarius Enterprises 1994 - 2000
General Electric Aviation (formerly Dowty Aerospace) 1987 - 1994
Deloitte & Touche 1985 - 1987
Skills
Accounting, Internal Controls, Auditing, Budgets, Cost Accounting, Manufacturing, ERP, Six Sigma, Process Improvement, Finance, Financial Analysis, Financial Reporting, Forecasting, Management, Managerial Finance, Sarbanes-Oxley Act
Education
Loyola Marymount University, College of Business Administration 1984 — 1985
MBA, International Management
California State University-Dominguez Hills 1975 — 1979
BS, Business Administration - Accounting
Kevin Snyder, CPA January 2012 - Present
Bechtel December 2007 - February 2012
KPMG September 2005 - November 2007
Elwood Espina Ferrell (now Shea Labagh Dobberstein) August 2004 - September 2005
Deloitte & Touche August 2002 - August 2004
Skills
CPA, International Tax, Tax Preparation, Foreign Tax Credit, Tax Treaties, Tax Research, Big 4, Tax Advisory
Education
California State University-East Bay 1997 — 2003
MS, Taxation
California State University-East Bay 1989 — 1994
BS, Business Admin. - Accounting Option
California High School 1985 — 1989
City Ventures, LLC November 2010 - Present
The McMonigle Group July 2009 - October 2010
Taylor Woodrow 1996 - 2008
Deloitte & Touche 1993 - 1996
The Lusk Company 1987 - 1993
Jardine Claims Management, Inc. 1981 - 1987
Skills
Real Estate, Budgets, Finance, Management, Financial Reporting, Accounting, Real Estate Development, Auditing, Due Diligence, Forecasting
Education
California State University-Long Beach
majored in Business Administration
California State University-Northridge
majored in Accounting
University of Phoenix
Bachelor of Science Degree, Business Administration
Wolseley Canada Inc. November 2014 - Present
Dart Container February 2013 - November 2014
Noble Trade January 2011 - February 2013
Pet Valu April 2005 - November 2010
MMIS Inc June 2004 - June 2005
Link-Pipe Inc. February 2002 - June 2004
Tetra Pak June 1996 - February 2002
Deloitte & Touche June 1995 - June 1996
Skills
Pricing, Forecasting, Purchasing, Inventory Management, SAP, Sales&Marketing, Process Improvement, Supply Chain, Business Development, Sales, Sales Operations, Cross-functional Team..., Product Development, Retail, Management
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
MBA, Business and Economics
Moscow State Academy of Food Industry 1989 — 1994
B.Sc., Bachelor of Engineering in computer science and food technology
Marymount California University October 2014 - Present
PIMCO September 2011 - Present
California State University, Fullerton January 2013 - May 2013
PIMCO May 2005 - October 2011
PIMCO November 2007 - January 2008
PIMCO - Canada June 2006 - April 2007
E*Trade Consumer Finance Corporation July 2003 - May 2005
Pacific Life Insurance Co. October 2001 - July 2003
Deloitte & Touche January 2000 - October 2001
Skills
Bloomberg, VBA, Yields, Risk Management, Fixed Income, Asset Managment, Derivatives, Investment Management, Valuation, Mutual Funds, Investments, Bonds, Asset Allocation, Investment Strategies, Hedge Funds, Capital Markets, Equities, Asset Management, Portfolio Management, Financial Services, Economics, Financial Analysis, Financial Modeling, Finance, Alternative Investments, Corporate Finance, Series 7, Private Equity, Equity Research, Hedging, Investment Banking, Due Diligence, Financial Markets, Emerging Markets
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Finance
California State University-Long Beach 1994 — 1999
BS, Finance & Accounting
Ainer & Fraker, LLP September 2013 - Present
The Pearls of Wisdom, Inc. (a 501(c)(3) entity) April 2004 - Present
Bolden Tax Consulting January 2002 - September 2013
Twenty Pearls Foundation February 2011 - February 2013
HP Autonomy February 2007 - February 2010
ARTHUR ANDERSEN 2000 - 2002
DELOITTE & TOUCHE 1996 - 1998
Skills
Tax Research, Tax, Corporate Tax, Partnership Taxation, Analysis, Sales Tax, Tax Advisory, Business Development, Accounting, Auditing, Financial Reporting, Income Tax, QuickBooks, Tax Preparation, Non-profits, Non-profit Leadership, Non-profit Director, Youth Programs, Board Development, Non-profit Board..., Major Gift Solicitations, Positive Youth..., Youth Leadership..., Youth Mentoring, Nonprofits, General Ledger, Finance, CPA, Tax Law, Estate Planning, Small Business, Teaching, Budgets, Financial Planners, Internal Audit, Teaching Adults, Entrepreneurship, Tax Accounting
Education
John F. Kennedy University 2013 — 2013
Certification, Institute of Entrepreneurial Leadership (IEL) Program
California State University-East Bay 2000 — 2002
MBA, M.S., (Taxation)
California State University-East Bay
Bachelor of Science, Accounting
IBM January 2011 - Present
IBM Tivoli Software January 2010 - January 2011
IBM Tivoli Software April 2007 - December 2009
IBM Tivoli Software October 2002 - April 2007
Access360 October 2000 - October 2002
Deloitte & Touche September 1995 - October 2000
Skills
Business Development, Mergers & Acquisitions, Integration, Management, Financial Modeling, Security, Mergers, Start-ups, Salesforce.com, Enterprise Software, Pre-sales, Sales Operations, Business Alliances, Leadership, SaaS, Software Industry, Go-to-market Strategy, Cloud Computing
Education
UCLA Anderson School of Management 2003 — 2005
MBA, Business
CSUF 1991 — 1995
B.A., Business
California State University-Fullerton 1993 — 1995
Apple April 2014 - Present
Amazon September 2013 - April 2014
Int'l Tax Roundtable 2013 - 2014
salesforce.com December 2012 - September 2013
Tax Executives Institute 2011 - 2013
Amazon.com, Inc. October 1999 - December 2012
Ernst & Young 1997 - 1999
SCS Compute 1996 - 1997
Deloitte & Touche August 1989 - August 1994
Internal Revenue Service June 1988 - August 1989
Skills
Tax Audits, Tax Compliance, International Tax, Tax, Foregin Tax Audits, Transfer Pricing, Direct Tax, Financial Reporting, Corporate Tax, Tax Accounting, Compliance, Auditing, Income Tax, Sarbanes-Oxley Act, Forecasting, Mergers, Accounting, IFRS, Internal Controls, VAT, US GAAP, SEC filings, GAAP
Education
Golden Gate University 1991 — 1994
Masters in Taxation, Tax
California State University, Hayward 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Arroyo Richardson, LLC May 2009 - Present
Time Warner Inc. December 2007 - May 2009
Deloitte & Touche December 2005 - November 2007
Warner Bros. September 2002 - December 2005
Lucent Technologies, Network Care October 2000 - February 2002
The Century Group September 1994 - March 1998
Kaiser Foundation Health Plan 1990 - 1994
Skills
Contract Recruitment, Talent Acquisition, Executive Search, Full-cycle Recruiting, Sourcing, Applicant Tracking..., Recruitment/Retention, Interviewing, Search, Salary Negotiation, Social Networking, Technical Recruiting, Direct Sourcing, Talent Management, Interviews, Succession Planning, Employer Branding, Recruiting, Management, Organizational..., Internet Recruiting, Personnel Management, Networking, Taleo, Hiring, Leadership, Digital Media, Organizational Design, E-commerce, Financial Services, HR Consulting, Screening Resumes, Onboarding, Screening, Resume Writing, Temporary Placement, Strategy, Manage Client..., Employee Benefits, Human Resources, SDLC, Client Development, CRM
Education
California State University-Fullerton
BA
University of California, Los Angeles
Certificate
XOJET January 2015 - Present
Wells Fargo December 2013 - January 2015
Silicon Valley Bank/Gilead Sciences, Inc. May 2012 - December 2013
Wells Fargo Bank August 2006 - April 2012
SGI, Silicon Graphics 2000 - 2006
Deloitte & Touche 1999 - 2000
Lindquist, von Husen & Joyce 1995 - 1999
Skills
Sarbanes-Oxley Act, Accounting, Finance, Internal Audit, Financial Reporting, Fixed Assets, Accounts Payable, Variance Analysis, GAAP, Account Reconciliation, Banking, Financial Analysis, Auditing, Financial Modeling, Forecasting, Management, CPA, Accounts Receivable, Internal Controls
Education
California State University-Chico
Accounting
Department of Justice September 2010 - Present
HMI December 2007 - July 2010
BDO Seidman, LLP 2001 - 2005
Deloitte & Touche 2000 - 2001
Education
California State University-Hayward - School of Business and Economics
Accounting, Finance
Standard Homeopathic 2013 - Present
Standard Homeopathic/Hyland's Inc. 2006 - 2013
Deloitte & Touche 2001 - 2006
Martynec & Deering, CPAs 1997 - 2000
Skills
Process Improvement, Accounting, Strategic Planning, Budgets, Financial Reporting, Financial Accounting, GAAP, Auditing, Risk Management, Financial Analysis, US GAAP, Leadership, Managerial Finance, Internal Controls, Forecasting, Operations Management
Education
USC Marshall School of Business 2012 — 2014
Executive Masters of Business (EMBA)
California State University-Long Beach - College of Business Administration 1997 — 2001
Bachelor of Science (B.S.), Accounting and Management
KEMET Electronics Corporation November 2012 - Present
Resolute Forest Products November 2008 - November 2012
Deloitte & Touche January 2004 - November 2008
Skills
Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, GAAP, Accounting, External Audit, Financial Accounting, SEC filings, Internal Audit, Financial Analysis, Sarbanes-Oxley, Enterprise Risk..., Risk Assessment, CPA, General Ledger, IT Audit, SOX 404, COSO
Education
Gardner-Webb University 2015 — 2018
University of South Carolina - The Moore School of Business 2002 — 2003
California State University-Fullerton 1997 — 2001
Riverside Military Academy 1995 — 1997
Prudential California Real Estate January 1977 - Present
Deloitte & Touche September 1992 - September 1994
Education
California State University-East Bay 1986 — 1992
BS, Accounting, Real Estate, Economics
Custom Food Products, LLC 2000 - Present
Deloitte & Touche January 1998 - December 1999
Manufacturing Business Systems 1990 - 1997
Education
California State University-Los Angeles 1990 — 1994
Bachelor of Science (BS), Computer and Information Sciences, General
KLH & Associates January 2006 - Present
Deloitte & Touche 1999 - 2002
PwC 1997 - 1999
Grant Thornton LLP January 1996 - 1997
Skills
Tax, Accounting, Tax Research, Start-ups, Financial Accounting, Mergers & Acquisitions, Corporate Tax, Tax Returns, Real Estate, International Tax, Tax Preparation, Personal Tax Planning, Corporate Tax Planning, Business Tax Planning
Education
California State University-Hayward 1995 — 1996
Master of Business Administration (M.B.A.), Taxation
California State University-Hayward 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
M June 2008 - Present
DCT Industrial Trust Inc. October 2006 - May 2008
Vicorp Restaurants, Inc. 2004 - 2006
Deloitte & Touche September 2000 - July 2004
Skills
SEC filings, Financial Reporting, Auditing, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Accounting, Internal Controls, General Ledger, US GAAP
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
Pisces Inc. August 2012 - Present
Moss Adams LLP January 2011 - August 2012
Deloitte Tax, LLP August 2009 - February 2010
Deloitte Tax, LLP July 2007 - July 2009
Deloitte & Touche October 2006 - June 2007
Johanson and Yau February 2006 - April 2006
Skills
Accounting, Tax, GAAP, Auditing, Corporate Tax, Financial Reporting, Tax Accounting, Income Tax, CPA, US GAAP
Education
California State University-Hayward - School of Business and Economics 2001 — 2006
Accounting, Accounting and Finance
Ardelyx, Inc. January 2015 - Present
Depomed, Inc. October 2013 - January 2015
Deloitte & Touche August 2011 - October 2013
Deloitte & Touche September 2009 - September 2010
Deloitte June 2008 - November 2009
Roger Phillip CPA Review 2008 - 2009
Volunteer Income Tax Preparation (VITA) January 2008 - April 2008
Bhindi Jewellers December 2005 - January 2008
Skills
US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, CPA, External Audit, GAAP, Internal Controls, Tax Preparation, Finance, Auditing, Financial Accounting, Big 4, Consolidation, Financial Statements, Cash Flow, SEC Filings
Education
California State University-Hayward - School of Business and Economics 2007 — 2009
Bsc, Business Administration, Accounting
California State University-East Bay 2006 — 2009
B.Sc Business Administration, Accounting
Prince Edward High 1997 — 2002
BC Ministry of Finance April 2014 - Present
Canada Revenue Agency November 2010 - March 2014
BC Ministry of Finance June 2004 - October 2010
Vancouver Organizing Committee for the 2010 Olympic and Paralympic Winter Games (VANOC) November 2009 - March 2010
Alderwoods Group, Inc. October 2000 - April 2004
Alderwoods Group, Inc. October 1998 - September 2000
Alderwoods Group, Inc. March 1997 - September 1998
Deloitte & Touche January 1996 - February 1997
Cinnamon Jang Willoughby Chartered Accountants November 1994 - December 1995
Cinnamon Jang Willoughby Chartered Accountants June 1990 - October 1994
Skills
Account Reconciliation, Auditing, Accounting, Internal Controls, GST/HST, PST, Canadian Income Tax, Corporate Tax, Tax Accounting, Tax Research, Tax Preparation, Income Tax, GAAP, IFRS, Financial Reporting, Financial Accounting, Tax Returns
Education
Institute of Chartered Accountants of BC 1990 — 1993
California State University-Hayward - School of Business and Economics 1985 — 1988
Bachelor's Degree, Accounting and Finance
Ernst & Young June 2006 - Present
Deloitte & Touche October 2004 - June 2006
Arthur Andersen January 2001 - September 2003
Xerox Business Services June 1996 - January 2001
Wherehouse Entertainment October 1991 - June 1997
Education
California State University-Long Beach
El Camino College
El Camino College
Picoco LLC July 2008 - Present
Century 21 January 2005 - July 2008
Deloitte & Touche June 1988 - December 2004
Skills
Real Estate, Event Planning, Microsoft Office, Social Media, Contract Negotiation, Asset Management, Property Management, Real Estate Transactions, Mergers & Acquisitions, Customer Service, Due Diligence, Process Scheduler, Licensing, Venture Capital, Financial Modeling, Social Networking, Time Management, Investment Properties, Microsoft Excel, Fundraising
Education
California State University-Fullerton
Santa Ana College
Associate of Arts (A.A.), Small Business Administration/Management, 3.9
Cummins Inc July 2007 - Present
Deloitte & Touche May 2002 - October 2006
Education
California State University-Chico 1976 — 1980
B.S., business
KAISER PERMANENTE March 2009 - Present
INDEPENDENT CONSULTANT May 2008 - March 2009
WESTAFF August 2007 - May 2008
24 HOUR FITNESS May 2005 - August 2007
Self-Employed June 2004 - May 2005
CVS (FORMERLY LONGS DRUG STORES) December 1993 - June 2004
DENTINO & DIGIUSTO, ATTORNEYS AT LAW June 1992 - October 1993
DELOITTE & TOUCHE 1983 - 1992
RONALD LEDERMAN & ASSOCIATES 1982 - 1982
Skills
Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, GAAP, Financial Reporting, Financial Analysis, SEC filings, Financial Accounting, PeopleSoft, Forecasting, Budgets, Sarbanes-Oxley, Process Improvement, Finance, Due Diligence, US GAAP, QuickBooks, Income Statement, Consolidation, Tax, General Ledger, Variance Analysis, Cash Management, Tax Preparation, Business Process..., Strategic Financial..., Accounts Receivable, Financial Modeling, Financial Statements, Corporate Finance, CPA, Account Reconciliation, SAP, ERP, Cost Accounting, Project Management, Risk Management, Cash Flow, Procurement, Essbase, Access, Mergers & Acquisitions, Payroll, Executive Management, Analysis, Financial Audits, Accounts Payable, Internal Audit, Revenue Recognition
Education
University of Pacific - McGeorge School of Law 1988 — 1992
JD, Law
Golden Gate University 1985 — 1988
MS, Taxation
California State University-Northridge 1977 — 1982
Bachelor of Science, Business Administration, Accounting and Finance
Analogix Semiconductor October 2011 - August 2013
ANDA Networks 2008 - 2011
Magma Design Automation 2006 - 2008
Deloitte & Touche 2005 - 2006
SanDisk 2003 - 2005
Skills
Sarbanes-Oxley Act, Revenue Recognition, Accounts Payable, Financial Analysis, Internal Controls, US GAAP, Mergers & Acquisitions, General Ledger, Account Reconciliation, SEC filings, GAAP, Accounting, Accounts Receivable, Auditing, Consolidation, Tax, Financial Accounting, Financial Reporting
Education
California State University-East Bay 1993 — 1996
MBA, Accounting
Institute of International Relations 1987 — 1991
BA, English Literature
Align Technology July 2005 - Present
Align Technology October 2003 - June 2005
Align Technology November 1998 - September 2003
Xicor February 1991 - April 1997
Deloitte & Touche September 1985 - February 1991
Skills
Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Revenue Recognition, Risk Management, Accounting, SEC filings, Internal Controls, US GAAP, Auditing, GAAP, Financial Audits, Leadership, CPA
Education
California State University-Hayward - School of Business and Economics 1983 — 1985
BS
Capital Group May 2011 - Present
Beckman Coulter July 2009 - May 2011
Deloitte & Touche 2003 - 2009
Education
California State University-Long Beach 2001 — 2003
Accounting
Enterprise Services Management August 2007 - July 2008
The Clorox Company June 2000 - April 2003
Hexcel Corporation November 1997 - August 1999
Levi Strauss & Co. November 1991 - July 1997
Deloitte & Touche August 1987 - April 1991
Education
California State University-East Bay 1979 — 1983
Bachelors of Science, Business Administration
The Cherokee Group March 2013 - Present
DTS, Inc October 2006 - March 2013
Inamed June 2002 - June 2006
Homestore 2000 - 2002
Deloitte & Touche 1998 - 2000
Miller, Kaplan, Arase & Co., LLP 1993 - 1998
Skills
Mergers, Auditing, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, strategic planning, Corporate Budgeting, Due Diligence, Financial Audits, Financial Modeling, GAAP, Mergers, Strategic Planning, Cost Accounting, Finance, Internal Controls, SEC Filings, Accounting, Business Strategy, Management
Education
California State University-Northridge 1988 — 1993
Bachelor of Science (BS), Finance, Accounting
Coast Composites, Inc. June 2008 - Present
Pacific Premier Bank 2005 - Present
M. C. Gill Corporation April 1996 - December 2007
M. C. Gill Corporation April 1996 - May 1998
The Quikset Organization 1980 - 1995
Deloitte & Touche 1978 - 1980
United States Army 1969 - 1971
United States Army 1969 - 1971
Skills
Corporate Governance, Manufacturing, Aerospace, Process Improvement, Business Development, Strategic Planning, Continuous Improvement, Leadership, Strategy, Six Sigma, Management, Lean Manufacturing, Sales Management, Program Management, Cross-functional Team..., Business Strategy, Marketing Strategy, New Business Development, Operations Management, Team Building, Negotiation, Team Leadership, Finance, Organizational..., Budgets, Project Management, Product Development, Financial Analysis, Business Planning, Training, Executive Management, Analysis, Contract Negotiation, Mergers & Acquisitions, Start-ups, Change Management, P&L Management, Business Process..., Supply Chain Management, Sales, Management Consulting, Strategic Partnerships, Forecasting, Supply Chain, Competitive Analysis, CRM, Process Engineering, Account Management, Due Diligence, Corporate Development
Education
California State University-Fullerton 1975 — 1978
Golden West College 1972 — 1975
AA, Business
Granville Homes - New Homes Fresno May 2013 - Present
United Security Bank September 2010 - May 2013
Premier Valley Bank May 2003 - August 2010
Deloitte & Touche 2001 - 2003
KPMG 2000 - 2002
Skills
Commercial Banking, Financial Analysis, SEC filings, Financial Reporting, Tax, Risk Management, Cash Management, Banking, Treasury Management, Internal Controls, Financial Modeling, Credit Analysis
Education
University of Notre Dame - Mendoza College of Business 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Buchanan High School
California State University, Fresno
Pacific Coast Banking School
Platfora January 2015 - Present
IBM July 2008 - January 2015
Cognos July 2008 - January 2015
Remington Administrative Services February 2007 - July 2008
Remington College February 2007 - July 2008
Corinthian Colleges, Inc. 2004 - 2006
Ameriquest Mortgage Company 2003 - 2004
Ameriquest 2003 - 2004
Deloitte & Touche 2000 - 2003
Deloitte. 2000 - 2003
Skills
SaaS, Data Warehousing, Microsoft SQL Server, ETL, Solution Architecture, Enterprise Software, Pre-sales, Business Analysis, Enterprise Architecture, Professional Services, Business Intelligence, Cloud Computing, Integration, Consulting, Solution Selling, Requirements Analysis, Cognos, Software Project...
Education
California State University-Long Beach - College of Business Administration 1997 — 2000
Sonoma State University 1994 — 1995
PwC December 2002 - Present
EPS Solutions December 1998 - May 2000
Deloitte & Touche March 1992 - December 1998
Jeff Boerger & Asociates 1990 - 1992
Deloitte & Touche June 1984 - May 1990
Wells Fargo - Commerical Banking 1981 - 1984
Burroughs Corporation (Unisys) 1979 - 1981
Skills
Accounting, Restructuring, HR Transformation, Training, Outsourcing, Management Consulting, Sales, New Business Development, Account Management, Board Governance, Merger Integration, Due Dilligence, Sales Training, Proposal Writing, Sales Management, Public Speaking, Strategic Leadership
Education
California State University-Long Beach - College of Business Administration 1978 — 1980
Bachelor of Science (BS), Finance
El Camino College 1977 — 1979
Associate of Arts (AA)
Billabong January 2014 - Present
Billabong 2010 - December 2013
The Walt Disney Company 2004 - 2010
MGM 2001 - 2004
Deloitte & Touche 1998 - 2001
Skills
Forecasting, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Financial Analysis, Variance Analysis, Retail, Apparel, Strategic Financial..., Hyperion Enterprise, Merchandising, Accounting, SAP, Budgets, Cash Flow
Education
California State University-Long Beach
BS, Accounting
Dickson & Vanzant LLP September 2009 - Present
V Entertainment Group LLC 2008 - September 2009
Museum of Latin American Art 2008 - 2009
The Capital Group Companies January 1997 - February 2008
Capital International SA 2001 - 2003
Trust Company of the West 1991 - 1996
Deloitte & Touche 1979 - 1990
Skills
Strategy, Internal Controls, Accounting, Asset Managment, Talent Management, Financial Analysis, Business Process..., Management, Leadership, Consulting, Internal Audit, Mergers & Acquisitions, Time Management, Business Planning, Valuation, Outsourcing, Finance, Risk Management, Asset Management, Tax, Due Diligence, Corporate Finance, Analysis, Strategic Financial..., Forecasting, Managerial Finance, Auditing, Portfolio Management, Financial Accounting, Financial Services, Account Reconciliation, Investments, Budgets, Financial Modeling, Financial Reporting, Executive Management, Process Improvement, Financial Risk, Business Analysis, Management Consulting, Sarbanes-Oxley Act, Private Equity, Financial Statements, GAAP, SEC filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1979
BA, Accounting
Northgate Gonzalez Markets February 2011 - Present
BKT&W Associates May 2007 - January 2011
Freedom Communications Inc. June 1995 - March 2007
Deloitte & Touche October 1991 - June 1995
Skills
Financial Reporting
Education
California State University-Long Beach - College of Business Administration 1982 — 1991
BS, Accounting
Fox Entertainment Group October 1999 - Present
California State University Long Beach 1998 - 1999
The Walt Disney Company 1994 - 1998
MGM Studios 1993 - 1994
Deloitte & Touche 1990 - 1993
Skills
Auditing, Internal Audit, Tax, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Accounting, GAAP, Mergers, Variance Analysis
Education
California State University-Long Beach 1986 — 1989
BS, Accounting
Capital Group February 2011 - Present
SA Recycling, LLC December 2008 - February 2011
Deloitte & Touche September 2001 - November 2008
Agopian & Sasaki 1999 - 2001
Education
California State University-Long Beach - College of Business Administration 1998 — 2001
Bachelor of Science, Accounting
Linda B. Conyers, CPA, LLC 1991 - Present
Deloitte & Touche 1983 - 1991
Education
California State University-East Bay 1981 — 1982
BS, Accounting & Management of Information Systems
Marquis Financial Group January 2003 - Present
Richmond American Homes 2002 - 2003
MDC Holdings, Inc August 1999 - March 2002
Deloitte & Touche 1989 - 1996
Skills
Accounting, Sarbanes-Oxley Act
Education
California State University-Chico 1985 — 1989
Bachelors of Science, Accounting
Financial Engines February 2010 - Present
Christensen & Giannini, LLC July 2007 - January 2010
Language Line Services September 2004 - July 2007
Excelligence Learning Corp July 1999 - September 2004
EAB Associates October 1993 - November 1997
Deloitte & Touche September 1989 - September 1993
Skills
US GAAP, Financial Reporting, IPO, Financial Modeling, Strategic Financial..., SEC filings, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Accounting, Revenue Recognition, Financial Services, GAAP, Corporate Finance, Investor Relations, Business Valuation, Finance, Asset Management, Investments, Treasury Management, Securities, SOX Compliancy, SEC Financial Reporting, Auditing, SEC Filings, Financial Planning
Education
California State University-Los Angeles 1983 — 1987
BS, Finance/Accounting
Carmel High School
AIG June 2014 - Present
Igniting Results September 2012 - June 2014
UCLA Anderson Executive Education June 2013 - October 2013
Right Management January 2009 - August 2012
Gap Inc. August 2000 - August 2002
Deloitte & Touche May 1998 - July 2000
DIGITAL (Digitial Equipment Corporation) 1995 - 1998
Skills
Action Learning, Human Capital, HR Consulting, Job Analysis, Career Counseling, Onboarding, Workforce, Career Assessment, Performance Management, Management Development, Organizational..., Talent Acquisition, Resume Writing, Workshop Facilitation
Education
Florida State University 1994 — 1995
Masters, Educational/Instructional Technology
California State University-Dominguez Hills
Certificate, Human Resources Management
Florida State University
Bachelor of Communication, Media Production
Mt. St. Mary's College
Teaching Fellow, LAUSD Teaching Fellow
UCLA
Certificate, UCLA Film School - Producers Program
Clark Nuber January 2012 - Present
University of Washington School of Social Work/Partners for Our Children January 2010 - January 2012
Deloitte & Touche February 1997 - August 2002
Barnes & Conti Associates January 1991 - December 1995
Rockwell International (now Boeing) January 1985 - July 1990
Skills
Marketing Communications, Marketing, Content Marketing, Video Editing, Copy Editing
Education
California State University-Long Beach 1980 — 1984
BA, Journalism
The Investment House, LLC May 2012 - Present
First Western Investment Management May 2009 - April 2012
GKM Advisers January 2000 - April 2009
Wahl Financial September 1996 - December 1999
Cruttenden Roth June 1995 - August 1996
Gruntal Securities February 1993 - May 1995
Deloitte & Touche June 1990 - January 1993
Education
California State University-Dominguez Hills 1989 — 1989
BA-Accounting, Accounting
Oklahoma City University 1985 — 1987
BA, Accounting
San Diego State University-California State University 1983 — 1985
Washington State Department of Revenue January 2010 - Present
Amazon.com 2001 - 2009
Deloitte & Touche 1999 - 2001
Metricom 1998 - 1999
British Telecom North America (BTNA) 1996 - 1998
Skills
Tax, Tax Research, Use Tax, Cloud Computing, E-commerce, Nexus, Telecommunications, Corporate Tax, Sales Tax, Tax Law, International Tax, State Tax, US Tax, Tax Accounting, Property Tax
Education
Santa Clara University School of Law 1987 — 1991
JD, Law
California State University-Chico 1984 — 1987
BA, Political Science
Oracle February 2012 - Present
ITT December 2009 - February 2012
Jibe Consulting June 2009 - November 2009
Deloitte & Touche November 2006 - March 2009
Global Crossing July 2006 - November 2006
KPMG December 2004 - July 2006
Xerox May 2004 - July 2004
Kawasaki Rail Car November 2003 - May 2004
Element K November 2000 - October 2003
Xerox October 1985 - November 2000
Skills
Security, Business Process..., Process Improvement, Business Process, Software Documentation, Management
Education
California State University-Long Beach 1978 — 1982
BSEE, Computer Science
Aniocha Oshimili Association of S. Cal, Inc. 2006 - Present
CETS, Inc. August 2000 - Present
Nextstup Studios 2008 - 2009
Deloitte & Touche 1990 - 2000
Arthur Consulting Group 1990 - 1991
Skills
Manufacturing &..., 20 years plus..., Real Estate, Cost Segregation, Construction Management, Engineering, Valuation, Tax, Commercial Real Estate, Real Estate Transactions, Due Diligence, Investment Properties, Real Estate Development, Leases, Appraisals, Property Management, Corporate Real Estate, Asset Management, Location Intelligence, Disposition, Investments, Brokerage, Mergers & Acquisitions, Real Estate Economics, Real Estate Financing, Shopping Centers
Education
California State University-Long Beach 1986 — 1990
B. Sc., Construction Management Engineering
Los Angeles Trade Tech. College 1982 — 1985
A.S., Architectural Drafting
Spireon, Inc. September 2013 - Present
Spireon, Inc. August 2011 - September 2013
Scantron March 2005 - August 2011
Optum, Inc. 1999 - 2005
Deloitte & Touche 1991 - 1999
Skills
Decision Support, Sarbanes-Oxley Act, Forecasting, Accounting, Mergers, Financial Reporting, Acquisition Integration, Process Improvement, Auditing, Internal Controls, Budgets, Financial Analysis, Managerial Finance, Strategic Planning, Revenue Recognition, Mergers & Acquisitions, Finance, SEC filings, Variance Analysis, Cross-functional Team..., Risk Management
Education
California State University-Fullerton
Bachelor of Science (BS), Accounting and Finance
Agilent Technologies May 2010 - Present
Varian, Inc. (Acquired by Agilent Technologies) October 2009 - May 2010
Varian, Inc. March 2004 - November 2008
Deloitte & Touche September 1999 - February 2004
Education
California State University-East Bay 1996 — 1999
B.S., Business Administration, Accounting Option
Advanced Accounting & Tax Solutions March 2012 - Present
Capital Group December 1999 - February 2012
Deloitte & Touche September 1997 - December 1999
Skills
Financial Analysis, Internal Controls, Financial Reporting, Financial Statements, Accounting, Sarbanes-Oxley Act
Education
California State University-Los Angeles 1988 — 1994
BS Business Administration, Accounting
Fred Vance & Associates LLC February 2005 - Present
Deloitte & Touche 1998 - 2004
Coopers & Lybrand 1992 - 1998
Price Waterhouse 1990 - 1992
Skills
Property Tax, Valuation, Due Diligence, Tax Research, Auditing, Accounting, Business Valuation, Expert Witness, Appraisals, GAAP, Commercial Real Estate, Appeals, Analysis, Tax Law, Management Consulting, Tax Advisory, Financial Analysis, Tax
Education
California State University-Long Beach
BA, Music and Accounting
Zaldivar, Sattar & Associates (SALTCPA) June 2005 - Present
SALT Interactive, LLC July 2008 - Present
Deloitte & Touche September 1999 - June 2005
Price Waterhouse Coopers September 1996 - September 1999
KPMG March 1995 - September 1996
California State Board of Equalization June 1993 - March 1995
Skills
Use Tax, Sales Tax, SALT - Sales and Use..., Tax Research, Sales & Use Tax, CPA, FASB, Sales & Use Tax..., Tax Returns, Big 4, Tax Law, Business Tax Planning, Tax Preparation, S Corporations, GAAP, Personal Tax Planning, Fixed Assets, Auditing, Tax, Corporate Tax, Accounting
Education
California State University-Fullerton - College of Business and Economics 1989 — 1992
Bachelor of Arts (B.A.), Accounting
Constellation Brands June 2013 - Present
Chalk's Auto Salon 1992 - Present
Francis Ford Coppola Presents January 2008 - June 2013
Everett Graphics March 2006 - January 2008
Deloitte & Touche 1988 - 1994
Skills
Alcoholic Beverages, Wine, Wine Tasting, Event Management, Microsoft Excel, Forecasting, Wineries, Budgets, Food, Financial Analysis, Customer Service, Financial Accounting, Retail, Winemaking, Beer
Education
California State University-Hayward - School of Business and Economics
B.S., Business Administration, Finance
EY March 2015 - Present
PricewaterhouseCoopers December 2007 - February 2015
Deloitte & Touche August 2006 - December 2007
Ernst & Young September 1999 - August 2006
Newport Business November 1997 - October 1999
Showcase Chevrolet November 1993 - November 1997
Skills
Financial Modeling, Valuation, DCF, Derivatives, Debt, Mergers & Acquisitions, Due Diligence, Finance, Private Equity, Capital Markets, Hedging, Oil & Gas Industry, Banking, Accounting, Financial Analysis, Business Valuation
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
University of California, Berkeley, Haas School of Business 2009 — 2010
MBA, Finance
California State University-Fullerton
DSM Fine Arts Gallery January 2009 - Present
OCCULAB June 1986 - June 1989
Quest Diagnostics ( Nichols Institute) 1972 - 1986
Nichols Institute Diagnostics January 1978 - January 1985
Deloitte & Touche January 1965 - January 1972
Skills
Strategic Planning, Business Strategy, Public Speaking, Investments, Sales Management, Management Consulting, Small Business
Education
University of Southern California - Marshall School of Business 1968 — 1972
Post Graduate PHD Finance
California State University-Los Angeles 1967 — 1970
MS, Accounting
The University of Texas at Austin - Red McCombs School of Business 1955 — 1960
BBA, Industrial Management
Ohlone College 2008 - 2010
Peralta Community Colleges 2004 - 2007
self-employed 1997 - 1999
Sports Club Oakland (now known as Club One) 1994 - 1996
self-employed 1991 - 1996
Deloitte & Touche 1989 - 1990
Education
Ohlone College 2008 — 2010
Certificate, Biotechnology: Research & Quality Control
Peralta Community Colleges 2004 — 2007
Chemistry & Biology
California State University-East Bay 1993 — 1994
Kinesiology & Nutrition
California State University-Hayward - School of Business and Economics
BS, Business Admininstration, Accounting option
Stabbert Maritime Management September 2002 - Present
Deloitte & Touche 1991 - 2002
Skills
Strategic Financial..., Financial Analysis, Corporate Tax, Internal Audit, Accounting, Tax Accounting, Big 4, CPA, IPO, Banking, Operations Management, Vendor Management, Commercial Insurance, Internal Controls, Capital Budgeting, Financial Software..., Microsoft Dynamics, QuickBooks, Microsoft Excel, FRx, Crystal Reports
Education
California State University-Northridge
Bachelor's degree, Accounting & Management Information Systems
University of Illinois at Urbana-Champaign June 2012 - Present
University of Wisconsin - Whitewater August 2010 - June 2012
University of Wisconsin - Madison 2006 - 2010
California State University, Long Beach 2002 - 2006
ConAgra Foods 2000 - 2002
PacifiCare 1999 - 2000
Deloitte & Touche 1996 - 1999
Skills
Accounting, Auditing, Microsoft Excel, Financial Analysis, Financial Reporting, Internal Controls, PowerPoint, Higher Education, Data Analysis, Microsoft Office, Financial Accounting, Microsoft Word, Analysis, Economics, Research, Public Speaking, Teaching, Nonprofits, Statistics, SPSS, University Teaching
Education
University of Wisconsin-Madison 2006 — 2011
PhD, Business: Accountancy
California State University-Long Beach 1990 — 1996
B.S., Business Admin: Accountancy
Deloitte & Touche 2002 - November 2010
Education
University of Houston Law Center 2000 — 2002
JD, Law
California State University-Sacramento 1995 — 1996
MS, Accounting - Tax
California State University, Fresno 1990 — 1995
BS, Accounting
The Walt Disney Company April 2012 - Present
Deloitte & Touche September 2010 - April 2012
Education
California State University-Fullerton 2006 — 2010
BS, Business Administration, Accounting Concentration
UTC Aerospace Systems January 2015 - Present
CareFusion September 2012 - January 2015
Deloitte & Touche September 2010 - September 2012
OBrien Systems, LLC September 2006 - March 2009
Skills
External Audit, Risk Assessment, SOX 404, Accounting Research, US GAAP, SEC Financial Reporting, XBRL, Internal Controls, Accounting, GAAP, Financial Accounting, General Ledger, SEC Filings, Financial Reporting, Auditing
Education
California State University-Fullerton 2006 — 2009
Bachelor of Science, Business Administration: Accounting
Deloitte & Touche January 2001 - Present
Merrill Lynch 2000 - 2001
KeyBanc Capital Markets June 1998 - December 1999
Long Term Credit Bank of Japan 1992 - 1998
First Public Bank June 1985 - October 1992
Education
California State University-Los Angeles 1987 — 1992
Bachelor of Business Administration (BBA), Major in Finance, Minor in Economics
National Academy of Recording Arts and Sciences, Inc. January 1996 - September 1998
Candle Corporation May 1994 - December 1995
Deloitte & Touche January 1988 - May 1994
Skills
Auditing
Education
California State University-Long Beach 1985 — 1987
Bachelor of Science - Accountancy, Business Administration
University of California, San Diego 1983 — 1985
Computer Science, Engineering