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
Deloitte & Touche LLP September 1997 - Present
Deloitte & Touche LLP August 2010 - July 2013
Deloitte & Touche September 1997 - August 2007
Skills
Internal Controls, Auditing, Risk Management, Sarbanes-Oxley Act, Leadership, Financial Services, Management Consulting, Consulting, Enterprise Risk..., Business Process..., CPA, Internal Audit
Education
Stonehill College 1992 — 1997
a BS; Krissy, Business Administration; Accounting and Computer Information Systems
Barnstable High School 1989 — 1993
HS Diploma
Prospect Mortgage, LLC June 2009 - February 2015
Countrywide April 2002 - March 2009
IBM September 2000 - August 2001
MARCHFIRST (formerly USWEB/CKS) February 2000 - August 2000
INCREDIBLEART.COM December 1999 - February 2000
Ernst & Young July 1995 - July 1999
Deloitte & Touche August 1990 - June 1993
Skills
Project Management, Strategy, Program Management, Vendor Management, Financial Analysis, Reporting and Analytics, Operations, Process Improvement, Salesforce.com, Management Consulting, Business Process..., CRM, Business Analysis, Mortgage Lending, Cross-functional Team..., SDLC, Management, Change Management, Leadership, Data Modeling, Loan Origination Systems, Business Strategy, Collateral Valuation, Microsoft SQL Server, Lean Six Sigma, Banking
Education
MBA, The Wharton School, Univ of Penn; BA Economics / BS Electrical Engineering, Stanford University
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Operations, Finance, Marketing
Stanford University 1985 — 1990
BA, BS, Economics, Electrical Enginering
SandTech Solutions, LLC. October 2012 - Present
Deloitte & Touche August 2010 - September 2012
TASC June 2009 - August 2010
TASC June 2007 - May 2009
TASC (Northrop Grumman) January 2002 - June 2007
TASC August 1998 - December 2001
USAF November 1988 - August 1998
Skills
Information Assurance, CISSP, Computer Security, Vulnerability Assessment, Information Security, DoD, Information Security..., Information Technology, Security, Network Security, PMP, Systems Engineering, Computer Forensics, Penetration Testing, Security Audits, Business Continuity, Vulnerability Management, Intrusion Detection, Identity Management, Program Management, Disaster Recovery, Military, Integration, Enterprise Architecture, Telecommunications, CEH, Application Security, Defense, Intelligence, IT Audit, Security Clearance
Education
St. Mary's University 2008 — 2012
Masters of Science, Computer Science
Park University 1999 — 2003
BS, Computer Science
The American Security Project November 2014 - Present
Institute for Global Engagement April 2014 - February 2015
Institute for Global Engagement April 2013 - March 2014
The RAND Corporation January 2011 - March 2013
The RAND Corporation October 2010 - January 2012
First 5 LA Partnerships for Families Initiative January 2006 - July 2009
The Center for Nonprofit Management April 2004 - December 2005
Westmount Asset Management March 1997 - March 2000
Deloitte & Touche November 1995 - February 1997
Collins & Associates March 1992 - October 1995
Skills
Non-profit Board..., Non-profit Experience, Non-profit Consulting, Public Policy, Strategic Communications, Nonprofits, Community Outreach, Program Management, Policy, Capacity Building, Leadership, Organizational..., Qualitative Research, Program Evaluation, Research, Policy Analysis, Grants, Philanthropy, Fundraising, Risk Management, Economic Development, Management, Social Entrepreneurship, Grant Writing, Non-profits, Public Relations, International..., Human Rights, Strategy, Corporate Social..., International Relations, Politics, Strategic Partnerships
Education
John F. Kennedy School of Government, Harvard University 2009 — 2010
M.A, Public Administration
University of California, Riverside 1989 — 1991
B.A, Sociology
Stanford University 1987 — 1989
Gardner Denver April 2015 - Present
Gardner Denver September 2014 - April 2015
Advanced Disposal November 2012 - September 2014
Veolia Environmental Services North America Corp. January 2012 - November 2012
Deloitte & Touche June 2009 - December 2011
Skills
Auditing, Internal Controls, GAAP, Financial Reporting, Accounting, SEC filings, Internal Audit, Financial Accounting, Financial Analysis, Sarbanes-Oxley, CPA, External Audit, Tax, General Ledger
Education
St. Norbert College 2005 — 2009
B.S. in Accounting, Accounting & Economics
Beatty CPA LLC March 2001 - Present
Goldman Sachs 10K Small Business initiative February 2011 - Present
US Airways June 2006 - April 2008
Forever Living Products April 2005 - June 2006
RBC Wealth Management July 1999 - March 2001
Deloitte & Touche October 1998 - July 1999
Price Waterhouse Coopers October 1996 - October 1998
Ernst & Young January 1992 - October 1996
Chrysler Financial April 1986 - December 1991
Skills
Tax, Corporate Tax, Auditing, Tax Accounting, Transfer Pricing, CPA, Mergers & Acquisitions, Accounting, Income Tax, Financial Reporting, Finance, Small Business, Tax Advisory, Employee Benefits, Estate Planning, Sarbanes-Oxley Act, US GAAP, Tax Research, SEC filings, Leadership, Investments, Tax Preparation, Budgets, GAAP, Strategic Financial..., Financial Accounting, Financial Analysis, Internal Controls, Due Diligence, Financial Statements, International Tax..., Domestic Tax Consulting, Tax Provisions, Managerial Finance, Forensic Accounting, Bookkeeping, Business Valuation, Sarbanes-Oxley, Cash Flow, International Tax, Sales Tax, Tax Returns, General Ledger, Fixed Assets, QuickBooks, Financial Planners, Revenue Recognition, Cost Accounting, Consolidation, Peachtree
Education
University of Phoenix 2003 — 2005
MBA, Accounting
University of Houston 1988 — 1991
Post Bac, Accounting
Stephen F. Austin State University 1981 — 1985
BBA, Finance
TIAA-CREF June 2013 - Present
Accrue Partners March 2011 - May 2013
Wells Fargo Advisors/First Clearing LLC April 2010 - March 2011
National Association of Black Accountants (NABA) 2009 - 2010
Wachovia Bank, A Wells Fargo Company October 2006 - April 2009
Sherpa LLC December 2005 - October 2006
Deloitte & Touche August 2000 - November 2002
State Street Corporation June 1998 - August 2000
Skills
Technical Recruiting, Strategic Sourcing, Team Leadership, Leadership, Sales, Recruiting, Executive Search, Temporary Staffing, Financial Services, Recruiters, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Candidate Generation, College Recruiting, Contract Recruitment, Screening, Talent Acquisition, Accounting, Building Relationships, Vendor Management, Talent Management, Payroll, Interviews, Sourcing, Resume Writing, Networking, PeopleSoft, Human Resources, Information Technology, Temporary Placement, Strategy, Staffing Services, Management, Screening Resumes, Permanent Placement, Onboarding
Education
Stonehill College 1994 — 1998
BSBA
Lasell Village, Inc.at Lasell College March 2015 - Present
ConnectedLiving January 2014 - Present
Caring for Carcinoid Foundation 2005 - Present
Planned Parenthood League of Massachusetts March 2011 - June 2013
Fallon Community Health Plan March 2007 - March 2011
Tufts Health Plan 2006 - 2007
Tufts Health Plan 2005 - 2006
Tufts Health Plan 1998 - 2005
East Boston Neighborhood Health Center 1994 - 1998
Deloitte & Touche 1990 - 1992
Skills
Healthcare, Cancer, Strategic Planning, Managed Care, Budgets, Medicare, Nonprofits, Fundraising, Non-profits, Medicaid, Team Building, Process Improvement, Strategy, Leadership, Health Policy, Policy, Program Development, Hospitals, Healthcare Management, Healthcare Consulting, Quality Improvement, HIPAA, Physicians, Healthcare Information..., Healthcare Industry, Public Health, Disease Management, Health Insurance, Revenue Cycle, Medical Compliance, EHR, Provider Relations, Executive Management, Network Development, Performance Improvement, Operations Management
Education
Stanford University Graduate School of Business 1988 — 1990
MBA, business
Fulbright Scholar in Sweden 1986 — 1987
Researched innovative financing and care models for the elderly
Tufts University 1979 — 1983
BA, Political Science, summa cum laude
TDi Technologies, Inc. March 2012 - Present
Northwest Florida Community Hospital April 2010 - February 2012
MN Cycling Federation November 2008 - April 2010
Wipfli LLP June 2006 - April 2009
Deloitte & Touche June 2005 - May 2006
Wipfli LLP October 2000 - August 2005
Wipfli LLP June 1998 - October 2000
Wipfli LLP January 1995 - June 1998
Skills
Accounting, Benchmarking, New Business Development, Project Management, Customer Relations, Non-profits, Healthcare Management, Financial Analysis, Financial Reporting, Budgeting, Auditing, Grant Management, Grants Administration, Internal Controls, Process Improvement, Employee Benefits, Training & Development, Business Communications, Supervisory Experience, Client Relationship..., Client Service, Forecasting, Fixed Asset Management, Bookkeeping, Presenter, Variance Analysis, Financial Projections, Staff Mentoring, Staff Management, Staff Development, Business Relationship..., Compliance Audits, Cash Management, Supplier Negotiations, Reporting & Analysis, Executive Reporting, Business Networking, Financial Statements, Nonprofits, CRM, Budgets, Financial Accounting, Finance
Education
St. Norbert College 1991 — 1995
BBA, Accounting
Datamyx November 2012 - Present
Advanced Media Technologies - An ITOCHU Company December 2000 - December 2012
Cooker Restaurant Corporation September 1998 - December 2000
Deloitte & Touche January 1995 - September 1998
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Executive Management, Mergers & Acquisitions, Managerial Finance, Business Process..., Restructuring, Risk Management, Cash Management, Process Improvement, Budgets, ERP Implementations, Management, Due Diligence, Revenue Recognition, Cash Flow, Corporate Finance, Change Management, Telecommunications, Strategic Planning, SEC filings, Business Planning, Consolidation, Financial Modeling, GAAP, Financial Accounting, Investor Relations, IFRS, Operational Efficiency, Human Resources, Contract Negotiation, Internal Audit, Treasury Management, Insurance, Board of Directors, Accounting, Cost Accounting, Strategic Financial..., Financial Audits, Private Equity, Mergers and Aquisitions, Budgeting, Contract Management, Vendor Relationships, Compliance, Distribution, SEC Filings
Education
University of South Florida 1993 — 1994
Masters, Accountancy
University of Central Florida 1991 — 1993
BSBA, Accounting
Stetson University
JP Morgan Chase August 2009 - April 2011
Deloitte & Touche 2005 - 2008
Capco 2000 - 2005
PricewaterhouseCoopers 1991 - 2000
Skills
PMO, Securities, Business Transformation, Business Process...
Education
SUNY Stony Brook
BA & MS
KPMG LLP October 2011 - Present
Bryant University May 2009 - December 2011
KPMG August 2008 - September 2011
PricewaterhouseCoopers October 2005 - July 2008
Richardson & Co., P.C. October 2003 - October 2005
KPMG LLP September 1998 - September 2003
Deloitte 1994 - 1998
Deloitte & Touche 1994 - 1996
Skills
Tax Advisory, Due Diligence, Private Equity, Corporate Tax, Cross-border..., Mergers, Tax Accounting, Mergers & Acquisitions, Revenue Recognition, General Awesomeness, Accounting, GAAP, Tax Law, Tax, Restructuring, Auditing, Partnership Taxation, M&A experience, Corporate Law, Acquisitions, International Tax, Cash Flow, SEC filings, Income Tax
Education
University at Albany, SUNY 2003 — 2004
M.S., Taxation
State University of New York College at Plattsburgh 1989 — 1993
B.S., Accounting
Guilderland Central High School 1985 — 1989
High School, General, Regents
Rogers & Company PLLC December 2013 - October 2014
Deloitte & Touche November 2009 - October 2013
Clifton Gunderson LLP April 2008 - November 2009
UHY Advisors April 2007 - April 2008
Skills
Auditing, Assurance, Internal Controls, Enterprise Risk..., Internal Audit, Federal Government, Business Process..., Management Consulting, External Audit, Project Management, IT Audit, GAAP, Governance, Accounting, SAS70, Financial Accounting, CPA
Education
State University of New York College at Plattsburgh 2002 — 2006
B.SC, Acounting and Business
KPMG April 2014 - Present
Deloitte & Touche November 2009 - April 2014
Clifton Gunderson LLP April 2008 - December 2009
UHY Advisors Mid-Atlantic, Inc June 2006 - March 2008
Jenkins, Law, Beecher & Bethel LLP May 2005 - August 2005
Skills
Internal Controls, Financial Accounting, DoD, Audit, Process Improvement, Federal Government, Accounting, Auditing, Financial Reporting
Education
State University of New York College at Plattsburgh 2002 — 2006
B.S., Accounting and Business
Deloitte & Touche February 2014 - Present
JG Capital May 2013 - January 2014
Deutsche Bank July 2008 - May 2013
AIG 2008 - 2008
Credit Suisse 2007 - 2007
First Investors Corporation 2006 - 2006
Hamilton Executions LLC 2005 - 2005
Skills
Analysis, Data Analysis, Finance, Management, Risk Management, Training, Strategy, Financial Risk, CRM, Equities, Financial Modeling, Portfolio Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
State University of New York College at Oswego 2004 — 2008
Bachelors, Finance, Economics, International Business
JS Funds March 2010 - Present
Deloitte & Touche January 2003 - January 2010
Education
Stanford University
Master's degree, Business/Managerial Economics
Dunes Real Estate March 2007 - Present
Linda J. Warnock, CPA 1997 - 2007
Carey & Company 2001 - 2004
State University of New York, School of Engineering 1994 - 1997
Deloitte & Touche 1988 - 1994
Skills
Financial Reporting, Real Estate Transactions, Process Improvement, Microsoft Word, PowerPoint, Small Business, Accounts Payable, Microsoft Office, Accounting, Strategic Planning, Workshop Facilitation, Microsoft Excel, QuickBooks, Peachtree, Real Estate, Training Delivery, Project Management
Education
State University of New York at Buffalo - School of Management 1985 — 1988
B.S., Business & Accounting
Hilbert College 1983 — 1985
AAS, Business - Accounting
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
BDO USA, LLP March 2015 - Present
PwC August 2011 - March 2015
Deloitte & Touche January 2011 - March 2011
Skills
GAAP, Auditing, US GAAP, Financial Reporting, CPA, Tax, Financial Analysis, Accounting, SEC filings, Financial Accounting, Valuation, Assurance, External Audit, Financial Statements, Internal Controls
Education
CFA (Passed level 1 and 2) 2010 — 2012
Saint John's University - Peter J. Tobin College of Business 2010 — 2011
MS, Accounting
CPA 2009 — 2010
Temple University 2006 — 2009
BBA, Accounting and Finance
Microsoft July 2009 - June 2013
Highline Schools Foundation for Excellence 2010 - 2011
Microsoft June 1998 - November 2009
GE Capital IT Solutions 1996 - 1998
Airborne Express September 1995 - November 1996
Excell Data 1994 - 1996
Deloitte & Touche July 1993 - September 1995
Airborne Express 1994 - 1995
Skills
Microsoft CRM, Microsoft Dynamics, Business Analysis, SharePoint, Business Intelligence, Business Development, CRM, Agile Methodologies, Business Process, Requirements Analysis, Strategy, Software Development, Requirements Gathering, Analysis, Cloud Computing, Business Requirements, Software Project..., Microsoft SQL Server, SaaS, Integration, Enterprise Architecture, Agile Project Management, Testing
Education
St. Mary's College of Maryland 1975 — 1979
Bachelor of Science, Entomology
Nperspective - CFO Services 2001 - Present
Accufacts Pre-Employment Screening, Inc. October 2002 - May 2009
Stanley, Stuart, Yoffee & Hendrix 1999 - 2001
Deloitte & Touche 1996 - 1999
Skills
Due Diligence, Accounting, Strategic Financial..., Financial Reporting, Mergers, Strategic Planning
Education
Stetson University 1998 — 2003
BBA and Master of Accountancy, Accounting
Exchange Traded Concepts Trust and Trust II June 2014 - Present
Deloitte & Touche September 2000 - May 2014
Liberty Financal September 1996 - April 2000
Fidelity Investments September 1990 - September 1996
Ernst & Young September 1975 - May 1990
Skills
Asset Managment, Hedge Funds, Investments, Financial Services, Mutual Funds, Finance, Financial Analysis, Due Diligence, Equities, Risk Management, Alternative Investments, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1972 — 1975
MBA, Accounting
The Margolin Group June 2011 - Present
Accenture July 1995 - October 2007
Deloitte & Touche October 1993 - July 1995
Procter & Gamble September 1984 - August 1990
Skills
Management Consulting, Business Transformation, Business Process..., Change Management, Organizational Design, Process Improvement, Business Strategy, Strategic Planning, Strategy, Program Management, Outsourcing, Start-ups, Strategic Sourcing, Mergers, Leadership, Healthcare, Cross-functional Team...
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Management
Stanford University 1980 — 1984
B.S., Chemical Engineering
Multi Packaging Solutions February 2006 - Present
Computer Associates International, Inc March 2005 - February 2006
International Paper September 2001 - March 2005
Shorewood Packaging May 1996 - September 2001
Grant Thornton LLP May 1995 - May 1996
Deloitte & Touche August 1981 - May 1995
Education
State University of New York College at Geneseo 1977 — 1981
BS, Accounting
Korn Ferry International February 1997 - Present
Deloitte & Touche 1992 - February 1997
Skills
Hospitals, Healthcare, Executive Search, Recruiting, Leadership, Strategic Planning, Medical Devices, Healthcare Management, Healthcare Consulting, Leadership Development, Healthcare Industry, Organizational..., Clinical Research, Human Resources, Managed Care, Coaching, Start-ups, Healthcare Information..., Physicians, Process Improvement, Management, Management Consulting, Business Development, Change Management, Team Building, Executive Management, Performance Improvement, Talent Acquisition
Education
Temple University - Fox School of Business and Management 1977 — 1979
MBA, Health Administration
Stony Brook University 1973 — 1977
BA, Economics
EisnerAmper LLP July 2010 - Present
St. John's University 2013 - 2013
PricewaterhouseCoopers September 2006 - April 2010
Ernst & Young 2001 - 2006
Queens College 2004 - 2005
Deloitte & Touche 1998 - 2001
Skills
Tax Accounting, International Tax, Corporate Tax, Tax, Income Tax, Tax Research, Financial Reporting, Accounting, Mergers & Acquisitions, Financial Statements, Tax Advisory, CPA, Sarbanes-Oxley Act, Internal Controls, SEC filings, Tax Preparation
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS/MS, Accounting
Bayside High School 1991 — 1995
American Red Cross November 2009 - Present
Law Offices of Bryon W. Gross January 1993 - Present
American Red Cross 2009 - 2012
Lawline.com 2008 - 2011
Lorman Education Services 2001 - 2006
Deloitte & Touche 1990 - 1993
Hampden County Probate & Family Court September 1988 - April 1990
Western New England College 1987 - 1990
Skills
Non-profits, Legal Advice, Civil Litigation, Healthcare, Emergency Management, Public Speaking, Time Management, Courts, Commercial Litigation, Public Policy, Westlaw, Corporate Law, Legal Research, Government, Policy, Litigation, Legal Writing, Trials, Nonprofits, Appeals, Criminal Law, Program Management, Personal Injury, Family Law, Contract Negotiation, Mediation, Arbitration, Legal Assistance, Alternative Dispute..., Strategic Planning, Legal Issues, Employment Law, Bankruptcy, Licensing, Intellectual Property, International Law, Research, Leadership, Training, Fundraising, Community Outreach, Social Media, Management, Customer Service, Event Planning
Education
Western New England University School of Law 1987 — 1990
JD, Law
Saint Lawrence University 1984 — 1986
BA (with Honors), Government (Dean's List)
State University of New York College at Potsdam 1982 — 1984
Poitical Science
Pac-Van, Inc. May 1997 - Present
Deloitte & Touche August 1991 - August 1995
Rogers Corporation August 1985 - August 1989
Skills
Sales, Acquisition Integration, Change Management, New Business Development, Salesforce.com, Team Building, Operations Management, Leadership Development, Process Improvement, Sales Management, Contract Negotiation, Contract Management, Strategic Planning, P&L Management, Corporate Development, Customer Satisfaction, Construction, Customer Service, Sales Process, Sales Operations, Account Management, Negotiation, Start-ups, Selling, Venture Capital, Management, Forecasting, Investments, Purchasing, Marketing Strategy, Marketing, Advertising, Budgets, Microsoft Office, Inventory Management, Coaching, Project Management, Key Account Management, Building Relationships, Business Development, CRM, Business Strategy, Accounting, Business Planning, Entrepreneurship, Lead Generation, Strategic Partnerships, Mergers & Acquisitions, Cold Calling, Executive Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Stanford University 1981 — 1985
BA
eBay Inc June 2015 - Present
Sweet Peas & Stilettos LLC 2009 - Present
UC Berkeley, School of Information April 2015 - August 2015
Cisco Systems February 2011 - June 2015
University of California, Berkeley, Haas School of Business August 2012 - May 2015
Zenith Insurance Company (United States) 2002 - 2011
Jamcracker 2000 - 2002
Managemark (Intuit Spin-Off) 1999 - 2000
Deloitte & Touche 1997 - 1999
Avery Dennison 1996 - 1996
Skills
Internal Communications, Organizational Design, Business Process..., Management Consulting, Corporate Communications, Program Management, Cross-functional Team..., Shoes, Change Management, Leadership Development, Project Management, Strategy, Leadership, Business Strategy, Marketing, Business Process, Strategic Planning, Business Development
Education
Stanford University 1989 — 1993
BA
University of Southern California - Marshall School of Business 1995 — 1997
MBA
Cate School 1985 — 1989
BKD CPAs & Advisors August 2015 - Present
CliftonLarsonAllen LLP January 2012 - July 2015
Clifton Gunderson LLP November 2005 - December 2011
Deloitte & Touche April 2003 - October 2005
James DiFrancesco & Associates January 2000 - March 2003
Winograd Miller/Winograd Reichl & Associates January 1993 - December 1999
Melton & Melton, LLP July 1989 - December 1992
Skills
Auditing, Employee Benefits, Audits of Employee..., Defined Contribution, Defined Benefit, GAAP, Tax, CPA, Assurance, Pension Funds
Education
Stephen F. Austin State University 1985 — 1989
BBA, Accounting
Animal Supply Company October 2014 - Present
Animal Supply Company January 2014 - September 2014
KDH Defense Systems, Inc. March 2011 - January 2014
KDH Defense Systems, Inc. February 2011 - March 2011
KDH Defense Systems, Inc. July 2010 - February 2011
VF Corporation May 2008 - March 2010
VF Corporation March 2005 - May 2008
VF Corporation May 1999 - March 2005
CNB International,Inc January 1994 - November 1997
Deloitte & Touche August 1990 - January 1994
Skills
Managerial Finance, Supply Chain, Forecasting, Inventory Analysis, Sarbanes-Oxley Act, Measurements, Financial Analysis, US GAAP, Internal Controls, General Ledger, Project Planning, Financial Reporting, Accounting, GAAP, SAP, Cost Accounting, Management, Process Improvement
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Monro Muffler Brake January 2013 - Present
Robbins & Myers August 2010 - January 2013
Birds Eye Foods February 2009 - July 2010
Birds Eye Foods February 2008 - February 2009
Birds Eye Foods August 2005 - February 2008
Rochester Sports Group September 2003 - August 2005
Deloitte & Touche September 2001 - September 2003
Deloitte & Touche September 1998 - September 2001
Deloitte & Touche November 1997 - September 1998
Chapman, Collins, Agostinelli & Shaw, P.C. September 1996 - November 1997
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, US GAAP, Accounts Payable, Auditing, Financial Accounting, Business Process, Leadership, Cost Accounting, Finance, Forecasting, Variance Analysis, Management
Education
State University of New York College at Geneseo 1992 — 1996
Bachelor of Science, Accounting
Goldman Sachs December 2009 - Present
Deloitte & Touche August 2006 - November 2009
Skills
Risk Management, Accounting, Leadership, Internal Controls, Management, Finance, Due Diligence, Enterprise Risk..., Recruiting, Investment Banking, Financial Modeling, Internal Audit, Private Equity, Equities, Auditing, Financial Analysis
Education
State University of New York at Buffalo - School of Management 2002 — 2006
Bachelor's Degree, Business Administration - Accounting, Finance, Internal Audit
SmartBooks Corp. September 2013 - September 2014
CFO Advisory Services - Independent Consultant 2008 - 2013
Onaro, Inc. 2004 - 2008
ProQuent Systems Corporation 2003 - 2004
Lexra, Inc. 2001 - 2003
GeoTel Communications 1996 - 2000
VMark Software, Inc. 1992 - 1996
Deloitte & Touche 1983 - 1992
Skills
Start-ups, Venture Capital, Strategy, Mergers, Lead Generation, Enterprise Software, Business Strategy, Business Planning, Mergers & Acquisitions, Finance, Business Intelligence, IPO, Bill.com Expert..., Auditing, Executive Management, Forecasting, Budgets, Management
Education
Stonehill College 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting, Graduated Cum Laude
Archbishop Williams High School 1975 — 1979
High School, College Preparation
Noble Group December 2014 - Present
PPL Corporation September 2014 - December 2014
PPL Corporation March 2013 - September 2014
PPL Corporation July 2011 - March 2013
Deloitte & Touche September 2007 - July 2011
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, Commodity Markets, Hedge Accounting, IFRS, US GAAP, Financial Reporting, Big 4, Derivatives, Enterprise Risk..., Sarbanes-Oxley, Financial Analysis, GAAP, SEC Filings, External Audit, Accounting, Financial Modeling, Risk Management, Analysis, Energy, Finance, Internal Audit, Financial Accounting, Due Diligence, Mergers & Acquisitions
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2007
Master of Business Administration (MBA), Accounting
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor's degree, Accounting
The Dako Goup September 2011 - Present
i360 Technologies December 2010 - May 2011
Adecco October 2006 - December 2010
Deloitte & Touche August 2005 - January 2006
Accenture Services August 2004 - June 2005
Skills
Recruiting, Leadership, Talent Acquisition, Sourcing, Human Resources, Personnel Management, College Recruiting, Employee Relations, Workforce Planning, Performance Management, Temporary Staffing, Background Checks, Permanent Placement, Strategic Sourcing, Staffing Services, Job Fairs, Networking, Management, Training, Interviews, Temporary Placement, Account Management, Customer Service, New Hire Orientations, Screening Resumes
Education
Strayer University (VA)
Bachelor's degree, Business Administration, concentration in HR Management
Strayer University (VA)
AA, Business Administration
Friedman LLP November 2010 - Present
Dan Beaty CPA January 2010 - April 2010
Deloitte & Touche June 2009 - August 2009
Education
State University of New York College at Geneseo 2006 — 2010
Bachelor of Science (BS), Accounting
CDW 2015 - Present
Colgate Palmolive 2013 - 2015
Deloitte & Touche 2002 - 2013
Mazars June 2000 - September 2000
Skills
US GAAP, SEC Reporting, Initial Public Offerings, International Financial..., International Business, Consumer Products, Retail, Technology, Media and..., Financial Accounting, Financial Reporting, Risk Management, Project Management, SEC filings, Analysis, IFRS, IPO, Auditing, GAAP
Education
Colorado Society of Certified Public Accountants
Certified Public Accountant
South African Institute of Chartered Accountants
Chartered Accountant (C.A. S.A.)
University of Cape Town 2004 — 2004
Diploma in Auditing, Preparation for final Chartered Accountant Board Exam
University of Cape Town 2003 — 2004
Board course (Preparation for final Chartered Accountant Board Exam), Financial Accounting, Management Accounting, Tax and Auditing
University of Stellenbosch 2002 — 2003
B.Com Honors (post graduate degree) in Accounting, Financial Accounting, Management Accounting, Tax, Auditing
University of Stellenbosch 1999 — 2002
Bachelor of Commerce (B.Com Accounting), Financial Accounting, Management Accounting, Tax, Auditing
Theodor Herzl High School 1994 — 1998
High School
Deloitte & Touche September 1993 - Present
Dreyfus September 1989 - September 1993
Skills
Financial Modeling, Risk Management, Enterprise Risk..., Management Consulting, Internal Controls, Due Diligence, Governance, Business Process..., Sarbanes-Oxley Act, Financial Risk, Auditing
Education
State University of New York College at Buffalo 1982 — 1986
BA, Economics, Political Science
International Monetary Fund April 2013 - Present
Deloitte & Touche November 2010 - March 2013
Deloitte & Touche September 2008 - November 2010
Fairfax County Public Schools October 2007 - June 2008
Deloitte & Touche South Africa December 2004 - January 2005
Starbucks May 2000 - November 2001
Skills
Audit, Accounting, Forensic Accounting, US GAAP, Internal Controls, Auditing, SOX, Financial Analysis, Enterprise Risk..., Fraud Detection, Asset Forfeiture, Internal Audit, Compliance..., Risk Assessment, Financial Reporting, Risk Management, Budgets, Financial Accounting, Sarbanes-Oxley Act, IFRS, Analysis, Finance, Management Consulting, Assurance, External Audit, Due Diligence, Data Analysis, Tax, Corporate Finance, GAAP, Financial Modeling, Managerial Finance, Financial Statements
Education
Stellenbosch University/Universiteit Stellenbosch 2006 — 2007
Masters, Financial and Logistics Management, 4.0
Stellenbosch University/Universiteit Stellenbosch 2002 — 2005
Bachelor of Commerce (B.Com.), Financial Management and Accounting, 3.7
UTEC January 2013 - Present
212 Resources May 2011 - December 2012
LeTourneau Technologies January 2009 - February 2011
Accretive Solutions March 2008 - December 2008
Baker Hughes July 2005 - February 2008
A.G. Edwards January 2004 - June 2005
Precision Drilling July 2000 - December 2003
Baker Hughes September 1988 - June 2000
Deloitte & Touche January 1986 - August 1988
Skills
Sarbanes-Oxley Act, Forecasting, Budgets, Risk Management, SAP, Microsoft Excel, Business Process..., ERP, Microsoft Office, Strategic Leadership, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Process Improvement, Mergers, Internal Audit, Due Diligence, Financial Modeling, Finance, Derivatives, Hedging, General Insurance, Treasury Management, Shared Services, Debt Restructuring, Leadership, Business Ethics, Business Strategy, Strategic Thinking, Revenue Recognition, Personal Financial..., Investment Advisory
Education
Stephen F. Austin State University
BBA, Accounting
ThrottleNet, Inc. August 2013 - Present
ThrottleNet, Inc. July 2005 - July 2013
SolutionTeks June 2003 - July 2005
Deloitte & Touche November 2000 - June 2003
Best Buy November 1998 - October 2000
US Army June 1995 - November 1998
Skills
Disaster Recovery, Active Directory, DNS, Servers, Firewalls, Computer Hardware, XP, Microsoft Exchange, Windows Server, Windows 7, DHCP, Cloud Computing, Security, IT Management, VMware, Networking, Network Administration, Windows, System Deployment, Windows XP, VPN
Education
St. Louis Community College 1998 — 2000
Associates, Information Technology
Veeco May 2015 - Present
Brookfield Asset Management January 2014 - May 2015
AIG October 2010 - December 2013
Deloitte & Touche July 2007 - October 2010
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Business Process..., Auditing, Risk Assessment, SOX 404, Risk Management, Consolidation, Management, Internal Controls, Operational Risk..., IT Audit, Sarbanes-Oxley, Financial Reporting, Accounting, Financial Analysis
Education
State University of New York College at Buffalo 2002 — 2007
BS, Accounting, Internal Audit, Finance
Com Partners April 2008 - Present
Avaya Communications January 2005 - April 2008
Braun Consulting June 2003 - January 2005
Compartners October 1990 - December 2004
eLoyalty Corp May 1999 - July 2001
Deloitte & Touche March 1997 - May 1999
Boston Financial Data Services July 1988 - September 1990
Fidelity Investments December 1981 - July 1988
Skills
IVR, Call Centers, Contact Centers, CTI, Telecommunications, Call Center, ACD, VoIP, RFP, Process Improvement, Business Process..., Avaya, CRM, Customer Experience, Cloud Computing, Consulting, Executive Management, Integration, Professional Services, Service Delivery, Project Portfolio..., Workforce Management, SaaS, Managed Services, Training, SIP, Telephony, Unified Communications, Business Process, Leadership, Networking, Vendor Management, Outsourcing, Strategy, Avaya Technologies, Program Management, Management
Education
Stony Brook University 1968 — 1972
BA, Liberal Arts
Bristol-Myers Squibb February 2014 - Present
BMS July 2007 - January 2014
Johnson & Johnson July 2002 - July 2007
Deloitte & Touche 1999 - 2000
Keyport Life Insurance 1995 - 1998
Skills
Managed Care, Rheumatology, Sales, Healthcare Reimbursement, Account Management, Project Management, Sales Management, Sales Operations, Neurology, Buy & Bill, Cross-functional Team..., Pharmaceutical Sales, Sales Effectiveness, Biotechnology, Oncology, Pharmaceutical Industry, Product Launch
Education
Stonehill College
Bachelor's degree
The Leave No Trace Center For Outdoor Ethics May 2003 - Present
Eastern Sun Academy July 2008 - November 2011
Sugar Loaf Fire Protection District May 2004 - April 2006
Qwest Communications September 2002 - May 2003
Brock & Company CPA's, PC January 1999 - April 2000
Deloitte & Touche 1994 - 1998
Skills
Strategic Planning, Non-profits, Public Speaking, Team Building, Budgets, Staff Development, Project Management, Process Improvement, Social Media, Nonprofits, Strategy, Management, Fundraising, Community Outreach
Education
Stanford University Graduate School of Business 2007 — 2007
Executive Education, Business Strategies for Environmental Sustainability
University of California, Santa Barbara 1989 — 1993
Bachelor of Arts, Business Economics w/Accounting Emphasis
ProNexus, LLC January 2015 - Present
Nationwide Professional Services Firm January 2011 - January 2015
Global Specialized Staffing Firm December 2005 - January 2011
Element K March 1999 - May 2005
Deloitte & Touche December 1995 - September 1998
Skills
Human Resources, Recruiting, Sales, Accounting, Leadership, Negotiation, New Business Development, Information Technology, Contract Recruitment, Applicant Tracking..., Cold Calling, Business Analysis, Professional Services, Employee Relations, Business Development, Management, Process Improvement, Project Management, Account Management, Interviews, Microsoft Word, CRM, Talent Acquisition, Talent Management, Training, Microsoft Excel, Change Management, Team Leadership, Employee Benefits, Marketing, Vendor Management, Technical Recruiting, Team Building, Business Strategy, Sourcing, Program Management, Performance Management
Education
State University of New York College at Fredonia 1991 — 1995
Bachelor's, Accounting
Constellation Brands May 2015 - Present
Constellation Brands July 2012 - May 2015
Carestream Health June 2011 - June 2012
Deloitte & Touche September 2008 - June 2011
Skills
Auditing, Finance, Financial Audits, Internal Audit, Financial Risk, Internal Controls, Account Reconciliation, Financial Statements, Journal Entries, Cash Flow Forecasting, Budgets, US GAAP, Variance Analysis
Education
State University of New York College at Geneseo 2004 — 2008
Bachelors, Accounting
Deloitte & Touche August 2013 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, External Audit, Auditing, US GAAP, Financial Accounting
Education
University of Missouri-Columbia 2009 — 2012
Master in Accountancy, Accounting, December 16, 2012
St. Louis Community College 2007 — 2009
Associates in Business Administration, Business
Trinity Industries, Inc. May 2013 - Present
Southwest Steel Casting Co April 2011 - May 2013
Encore Acquisition Company January 2009 - March 2011
Deloitte & Touche August 2008 - December 2008
Deloitte January 2007 - August 2008
Skills
Accounting, SEC filings, GAAP, Financial Reporting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, General Ledger, Financial Accounting, Account Reconciliation, External Audit, Fixed Assets, Accounting Research, SEC Financial Reporting, Accounts Payable, Financial Statements, Assurance, Budgets, Bank Reconciliation, Financial Modeling, Finance, Enterprise Risk..., Cash Flow, Tax Preparation, Access, Accounts Receivable, Internal Audit, Revenue Recognition, Depreciation, Project Accounting, Journal Entries, Accruals, Consolidation, Accountants, Payroll, SAP, Preparation, Forecasting, Sarbanes-Oxley, Partnership Taxation, Hyperion Enterprise, Analysis, Due Diligence, Tax Accounting, Corporate Tax, QuickBooks, Year-end Close, Tax, Variance Analysis
Education
Stephen F. Austin State University 2003 — 2006
Master in Professional Accountancy, Accounting
Panola College 2002 — 2003
Associate of Science, Accounting
Deloitte & Touche December 2011 - Present
Asia TV USA Ltd February 2010 - December 2011
Ernst & Young January 2009 - February 2010
Education
St. Mary's University 2004 — 2008
BBA, Accounting and Finance
dunnhumby July 2013 - July 2015
Deloitte & Touche September 2010 - July 2013
Commodity Futures Trading Commission June 2009 - August 2009
Skills
SAS programming, Microsoft SQL Server, Oracle SQL, Business Intelligence, Predictive Analytics, Data Analysis, Data Visualization, Dashboarding, Analysis, SAS, Strategy, Microsoft Excel, Management, Leadership, Statistical Modeling, Consulting, Financial Risk, Social Media, Financial Modeling, Quantitative Analytics, R, Analytics, Business Analysis
Education
Stanford University 2015 — 2017
Master of Science (M.S.), Statistics
University of Florida 2006 — 2010
Bachelors, Mathematics
Eide Bailly LLP Senior Manager, International Corporate TaxKPMG LLP2001 - 2013
PricewaterhouseCoopers December 1999 - August 2001
Deloitte & Touche June 1998 - December 1999
DHL Worldwide Express July 1997 - January 1998
Philadephia City Solicitor's Office August 1994 - December 1994
U.S. District Court, Philadelphia PA April 1993 - December 1993
United States Peace Corps June 1990 - May 1992
Skills
Transfer Pricing, Corporate Tax, Tax, Finance, International Tax, Tax Advisory, Tax Accounting, Tax Law, US GAAP, Tax Research
Education
Stanford University
BA
Temple University - James E. Beasley School of Law
JD, Law
University of South Carolina - The Moore School of Business
International MBA, International Business and Finance
Heroku June 2014 - Present
JamHive July 2012 - June 2014
Davis Roots June 2013 - June 2014
Deloitte & Touche August 2009 - July 2012
AT&T June 2008 - September 2008
California Department of Finance May 2007 - September 2007
SAP June 2006 - October 2006
Education
University of California, Davis - Graduate School of Management 2007 — 2009
MBA, Concentration: Technology Management and Marketing
Stanford University 2002 — 2006
Bachelor of Science (B.S.), Science, Technology and Society (Computer Science + Business)
SS&C Technologies May 2011 - Present
Eagle Investment Systems (a Bank of New York Mellon Company) May 2000 - April 2010
Thomson Financial 1992 - 2000
AccountPros 1991 - 1992
S&C Financial 1990 - 1991
Deloitte & Touche 1988 - 1990
Prudential Financial 1985 - 1988
Skills
Microsoft Office, SharePoint, Windows, Project Management, Software Documentation, CRM, Requirements Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
BS, Accounting
Holy Cross High School, Flushing, NY
College Prepatory
------------------------------------- January 2011 - Present
Home November 2009 - Present
Deloitte Consulting August 1993 - October 2009
Deloitte & Touche 1993 - 2009
Personnel Corporation of America July 1988 - July 1993
CH&E March 1981 - June 1986
Skills
Multiple software..., Database+Visual Designer, Fortran, Excel, Access, VBA, MS Office Automation, Highly Adaptable, Highly Analytical, Actuarial, Actuarial Science, Financial Metrics, Cost Reduction Analysis, Forecast Modeling, Software Conversions, Trust Accounting, Compliance Testing, Data Classification, Data Mining, Decision Trees, Data Migration, Data Mapping, Data Validation, Financial Modeling, Variance Analysis, Modeling, Microsoft Office, Visual Basic, Windows, Financial Analysis, Valuation, Analysis, SQL, Forecasting, Spreadsheets, Statistics, Corporate Finance, Accounting, Financial Reporting, Compliance, Automation, Data Analysis, Business Analysis, Process Improvement, SOX, Technology Process..., Sarbanes-Oxley Act, Acquisition Integration, Management Consulting, HR Transformation
Education
State University of New York at Stony Brook 1975 — 1979
BS, Theoretical Mathematics
Abt Associates August 2010 - Present
Ropes & Gray LLP 2007 - July 2010
Private Health Care Systems (purchased by Multiplan, Inc.) 2002 - 2007
Private Healthcare Systems 1997 - 2002
Private Healthcare Systems 1995 - 1997
Deloitte & Touche 1994 - 1995
New England Tractor Trailer 1993 - 1994
Needel Welch & Stone 1988 - 1993
Skills
Business Process..., Financial Reporting, Financial Analysis, Team Leadership, System Implementations, Mergers & Acquisitions, Corporate Tax, Automation
Education
Stonehill College 1984 — 1988
BSBA, Accounting
Alvarez & Marsal April 2009 - Present
Spencer Stuart August 2005 - March 2009
Deloitte & Touche July 2002 - June 2005
Arthur Andersen June 1972 - June 2002
Skills
Executive Search, Management, Management Consulting, Energy Industry, Energy, Recruiting, Risk Management, Restructuring, Financial Modeling, Internal Controls, Leadership, Acquisition Integration, Petroleum, Start-ups, Due Diligence, Business Development, Marketing, Corporate Development, Valuation, Financial Reporting, Business Planning, M&A experience, Organizational Design, Mergers & Acquisitions, Tax, Enterprise Risk..., Mergers, Business Transformation, Professional Services, Finance, Corporate Finance, Strategy, Accounting, Change Management, Process Improvement, Auditing, Strategic Planning, Integrated Marketing, Business Strategy, Business Process..., Program Management, Outsourcing, Financial Analysis, Private Equity, SEC filings, Venture Capital, Sarbanes-Oxley Act, Performance Improvement, Executive Management, Business Analysis
Education
Stephen F. Austin State University 1970 — 1972
BBA, Accounting
Tyler Junior College 1968 — 1970
Associate
Creative Food Group, LLC February 2012 - Present
Park Avenue International Partners January 2012 - February 2012
Pomergranate Restaurants, Williamsville, NY June 2011 - December 2011
Deloitte & Touche June 2009 - August 2009
Becker Professional CPA Review 2008 - 2009
Skills
Accounting, Internal Audit, Financial Reporting, Quickbooks, Visio, Access, Photoshop, Compliance, Teamwork, Customer Relations, Time Management, English, SQL, Microsoft Excel, Financial Accounting, Internal Controls, Financial Analysis, Finance, Microsoft Office, Payroll, Income Tax, Public Speaking, US GAAP, Accounts Receivable
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science, Accounting
State University of New York at Buffalo - School of Management 2006 — 2010
BS in Accounting, Accounting and Finance
Deloitte & Touche September 2013 - Present
Skills
Market Research, Risk Management, Financial Analysis, Insurance, Strategic Planning, Microsoft Office, Public Speaking, Project Management, PowerPoint, Microsoft Excel, Management, Microsoft Word, Event Planning, Leadership, Research
Education
Saint John's University 2011 — 2013
Master of Business Administration (M.B.A.), Risk Management & Insurance
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Bachelor of Science (B.Sc.), Business Management
RGP March 2011 - Present
Shanti December 2011 - Present
Deloitte & Touche November 1997 - January 2011
Deloitte Consulting November 1997 - November 2005
Kurt Salmon Associates 1996 - 1997
Accenture 1994 - 1995
Skills
Business Process..., Management Consulting, Program Management, Project Management, Strategy, Enterprise Risk..., Business Process, Process Improvement, Project Portfolio..., Business Process Design, Shared Services, Management, Mergers & Acquisitions, Business Process..., Software Licensing, Sarbanes-Oxley, Retail, Healthcare, Financial Services, Professional Services, Business Strategy, PMO, Operations Management, Risk Management, International Project..., Supply Chain Consulting, Banking, Integration, Executive Management, Internal Controls, Leadership, Change Management, Executive Presentations, Acquisition Integration, Governance, Business Transformation, Consulting, Project Planning, Budgets, Training, Start-ups, IT Audit, Human Resources, ERP, Restructuring, Organizational Design, Recruiting, Vendor Management, Chief of Staff, Nonprofits
Education
Stanford University 1995 — 1996
MS, Industrial Engineering
Tecnológico de Monterrey 1989 — 1993
BS, Industrial Engineering
Greenway Health (a Vista Equity Partners portfolio company) June 2013 - Present
Vista Equity Partners August 2012 - Present
Barclays Capital July 2010 - July 2012
Heidrick & Struggles March 2009 - June 2010
Credit Suisse June 2003 - 2009
Clarent Corporation 1999 - 2001
Credit Suisse (DMG Technology Group)- Technology Banking 1997 - 1999
Deloitte & Touche 1996 - 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1994 — 1996
BS
Stanford University 1991 — 1993
Deloitte & Touche July 2006 - Present
Deloitte & Touche October 1999 - June 2006
YAR Communications October 1997 - September 1999
Skills
Business Strategy, Strategy, Management Consulting, Analytics, Enterprise Risk..., Strategic Planning, Competitive Analysis, Cross-functional Team..., Financial Modeling, Business Process...
Education
State University of New York College at Geneseo
StoneTurn Group 2004 - Present
Deloitte & Touche 1998 - 2004
Arthur Andersen 1991 - 1998
Skills
Forensic Accounting, Litigation Support, Fraud, Expert Witness, Business Valuation, Computer Forensics, Litigation, Due Diligence, Mergers & Acquisitions, Corporate Governance, Auditing, Internal Investigations, Valuation, Internal Controls, Private Investigations, Investigation, Restructuring, Forensic Analysis, Financial Modeling, Sarbanes-Oxley Act, US GAAP, GAAP
Education
Stonehill College 1987 — 1991
BS, Accounting
Deloitte & Touche SeniorDeloitte Tax LLP2004 - Present
Tyco International 2004 - 2009
Skills
Corporate Tax, Tax, Accounting, Sarbanes-Oxley Act, Financial Reporting, Income Tax, International Tax, Tax Accounting
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2005
Bill and Melinda Gates Foundation July 2015 - Present
Summit Public Schools July 2011 - July 2015
Everest Public High School July 2009 - June 2011
Summit Prep Charter High School May 2008 - June 2009
Summit Preparatory Charter High School August 2005 - June 2008
Prospect Hill Academy Charter School 2003 - 2005
Charles Schwab 2002 - 2002
Callan Associates August 2000 - October 2001
eSubscriber 1990 - 2000
Deloitte & Touche September 1995 - September 1998
Skills
Public Speaking, Teaching, Mathematics Education, Classroom, Curriculum Development, Spanish, Instructional Design, Curriculum Design, Staff Development, Educational Leadership, Educational Technology, Program Management, Coaching, Tutoring, Teacher Training, Technology Integration, E-Learning, Higher Education, Distance Learning, K-12, Nonprofits, Program Development, Community Outreach, Research, Strategic Planning
Education
Stanford University 1991 — 1995
BA, Economics
Campolindo 1987 — 1991
Advisors Asset Management, Inc. August 2009 - Present
Clearbrook Financial, LLC February 2004 - July 2009
RCN Corporation September 1997 - February 2004
C-TEC Corp. (Commonwealth Telephone) September 1994 - September 1997
Peter Kiewit Sons', Inc. January 1991 - September 1994
Deloitte & Touche September 1984 - July 1988
Education
State University of New York at Buffalo - School of Management 1983 — 1984
Master of Business Administration (MBA)
State University of New York at Buffalo - School of Engineering 1979 — 1983
BS, Industrial Engineering
HIMSS Analytics October 2013 - Present
HIMSS Analytics January 2013 - Present
CapSite May 2012 - January 2013
Aspen Technology 2011 - May 2012
Omgeo January 2008 - May 2011
Charles River Development December 2005 - November 2007
Members Mortgage October 2004 - November 2005
Deloitte & Touche September 2003 - October 2004
Fidelity Investments Tax Exempt Services Co. 2001 - 2003
Woodard & Curran 2000 - 2001
Skills
Marketing Strategy, Salesforce.com, Marketing, Product Marketing, Business Analysis, Product Management, Public Relations, Lead Generation, Email Marketing, Marketing Communications, Enterprise Software, Strategy, Strategic Partnerships, Competitive Analysis, Management
Education
Suffolk University
MA, Communications
State University of New York College at Plattsburgh
B.A., Speech Communication
Contrarian Capital Management April 2015 - Present
Third Avenue Management April 2007 - March 2015
Deloitte & Touche 2004 - 2007
Skills
Accounting, Alternative Investments, Asset Management, Bloomberg, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Fund Of Funds, Hedge Funds, Microsoft Office, Private Equity
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2004
Credit Suisse December 2014 - Present
Credit Suisse March 2003 - December 2014
Deutsche Bank November 1997 - March 2003
Deloitte & Touche January 1994 - November 1997
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
Hub International HR DirectorHub International2007 - Present
Hub International Northeast 2007 - Present
Deloitte 2000 - 2007
Deloitte & Touche 2000 - 2007
BNP Paribas 1994 - 1997
Weil Gotshal and Manges 1988 - 1992
Skills
Employee Relations, Benefits Administration, Onboarding, Performance Management, Insurance, Employee Benefits, Talent Management, Personnel Management, Succession Planning, Deferred Compensation, Management, Talent Acquisition, HRIS, Workers Compensation, FMLA, Leadership, Human Resources, Technical Recruiting, Recruiting, Workforce Planning
Education
Stony Brook University 1977 — 1981
FX/Behavioral Macro Hedge Fund Manager June 2012 - Present
Hedge Funds Care March 2011 - Present
Citco Fund Services (USA), Inc. August 2006 - January 2012
Citco Fund Services (USA), Inc. January 2005 - August 2006
Citco Fund Services (USA), Inc. September 2003 - December 2004
International Fund Services, A State Street Company January 2002 - September 2003
Deloitte & Touche October 1999 - January 2002
PricewaterhouseCoopers December 1997 - October 1999
Skills
NYS CPA, 1/2000, Equities, CPA, Derivatives, Hedge Funds, Investments, Fund Accounting, Private Equity, Fixed Income, Fund Administration, Fund Of Funds, Alternative Investments, Portfolio Management, Mutual Funds, Due Diligence, Financial Services, Finance, Investment Management
Education
SUNY Oneonta 1990 — 1994
Bachelor of Science (BS), Accounting
Duff & Phelps March 2015 - Present
Currently Exploring New Opportunities March 2014 - February 2015
CoreLogic July 2012 - February 2014
The Oakleaf Group, LLC May 2010 - July 2012
- March 2008 - May 2010
Ambac Assurance Corp. 2007 - March 2008
Financial Security Assurance August 1996 - March 2007
Deloitte & Touche 1993 - 1996
Skills
Loss Mitigation, Structured Finance, Credit, Due Diligence, Securitization, Credit Analysis, Financial Analysis, Financial Structuring, Executive Management, Loans, Credit Risk, Portfolio Management, Mortgage Lending, Capital Markets, Financial Risk, Fixed Income, Valuation, Asset Management, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1993
MBA, Accounting
PRE Diversified Holdings, LLC June 2010 - Present
The Junior Statesmen Foundation June 2008 - March 2013
CardEleven September 2008 - June 2010
ZipRealty 2005 - 2008
Zillow.com 2005 - 2005
McGilvra Capital Corporation 1997 - 2004
Sierra Expressway Airlines 1993 - 1996
Deloitte & Touche 1990 - 1991
Skills
Negotiation, Start-ups, Strategy, Strategic Partnerships, Corporate Development, Leadership, Nonprofits, Investments, Business Planning, Program Management, Financial Services, Due Diligence, Sales, Marketing Strategy, Strategic Planning, Entrepreneurship, Cross-functional Team..., Mergers & Acquisitions, Business Development, New Business Development, Business Strategy, Fundraising, Competitive Analysis, Venture Capital, Management Consulting, Contract Negotiation, Product Management, Training, Management, Executive Management, E-commerce, Marketing, Angel Investing, Market Research
Education
Stanford University Graduate School of Business 1991 — 1993
Master of Business Administration (MBA)
Stanford University 1983 — 1987
A.B., Economics & English
Lakeside High School 1981 — 1983
high school diploma
Port Authority of New York and New Jersey August 2007 - Present
Deloitte & Touche September 2001 - August 2007
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, Accounting, Financial Accounting, Managerial Finance, General Ledger, Corporate Finance, SAP, Microsoft Excel, Account Reconciliation, Variance Analysis, Customer Service, GAAP, Microsoft Word, PowerPoint, Microsoft Office, QuickBooks
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 2001
Bachelor's and Master's degree, Accounting
Small Balance Commercial Lending Leaders in Orange County 2015 - Present
Cherrywood Commercial Lending, LLC January 2013 - Present
CBA Commercial, LLC 2004 - 2007
Long Beach Mortgage - Washington Mutual 1999 - 2004
Greenwich Capital Markets, Inc. 1991 - 1996
Deloitte & Touche 1986 - 1988
Moody's Investors 1986 - 1988
Skills
Banking, Due Diligence, Portfolio Management, Capital Markets, Management, Asset Management, Commercial Lending, Finance, Credit, Strategic Planning, Commercial Mortgages, Mortgage Lending, Mortgage Banking, Asset Based Lending, Investment Banking, Commercial Banking, Credit Risk, Credit Analysis, Credit Management, Credit Scoring, Team Building, Team Management, Start-ups, Start-ups Management, Distressed Debt, Loan Servicing, Loan Origination, Loan Modifications, Public Speaking, Loans, Valuation, Investments, Risk Management, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
State University of New York College at Geneseo 1979 — 1982
Bachelor's Degree, Quantitative business, computer science
Kenmore East
High School
Cushman & Wakefield August 1989 - Present
J.P. Morgan March 1986 - August 1988
Deloitte & Touche 1983 - 1986
Skills
Location Intelligence, Real Estate, Leases, Disposition, Corporate Real Estate, Real Estate Economics, Brokerage, Commercial Real Estate, Lease Negotiations, Due Diligence, Tenant, Lease Administration, Landlords, Acquisitions, Financial Analysis, Management, Start-ups, Dispositions, Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
State University of New York College at Oswego 1979 — 1983
Bachelor of Science (BS), Accounting
Buchbinder Tunick & Co. LLP January 2005 - Present
Deloitte & Touche October 2002 - January 2005
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
RGP July 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley December 2010 - October 2012
Dennis F. Dowd Esq. PC August 2009 - December 2010
Marcum & Kliegman LLP January 2004 - July 2009
Deloitte & Touche October 2000 - January 2004
Skills
Hedge Funds, Private Equity, Mutual Funds, Treasury, Financial Analysis, Financial Reporting, US GAAP, Internal Controls, Accounting, Financial Accounting, GAAP, Auditing, Equities, Due Diligence, Fixed Income, Alternative Investments, Financial Services, Financial Statements, Financial Audits, Asset Management, Fund Of Funds, External Audit, General Ledger, Cash Flow, Assurance, Account Reconciliation, Fund Accounting, Investments, SEC filings
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Accounting
Maass Flange Corporation July 2010 - Present
Melton & Melton, LLP June 2001 - June 2010
Deloitte & Touche 2006 - 2007
Education
Stephen F. Austin State University 1995 — 2001
WABCO April 2013 - Present
WABCO November 2010 - April 2013
Brother International January 2004 - November 2010
Deloitte June 2001 - January 2004
Deloitte & Touche 2001 - 2004
Skills
Tax Research, Tax, International Tax, State Tax, US GAAP, CPA, Tax Accounting, SEC filings, Sarbanes-Oxley Act, Corporate Tax, Accounting, Hyperion Enterprise, SEC Filings
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2010
M.S., Taxation
St. Thomas Aquinas College 1997 — 2001
B.S., Accounting
Toshiba Business Solutions - North Central Region January 2013 - Present
AV Solutions 2009 - Present
Yacht Club Cove HOA October 2013 - Present
Lifespan of Greater Rochester June 2011 - Present
Toshiba Business Solutions - NorthCentral September 2009 - December 2012
Young Entrepreneurs Academy 2012 - 2012
PricewaterhouseCoopers September 2007 - September 2009
Deloitte & Touche 2006 - 2006
UBS June 2004 - August 2005
Skills
Cash Flow Forecasting, Construction Accounting, Strategic Planning, Project Management, Software Implementation, Financial Reporting, Accounting, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, GAAP, Financial Accounting, General Ledger, Forecasting, Strategic Financial..., Business Process..., Profit Maximization, Sarbanes-Oxley, Leadership, Financial Audits, Process Improvement, Budgets, Team Leadership, Finance, Variance Analysis, US GAAP, Revenue Recognition, Strategy, External Audit, Management, SEC filings, CPA, Assurance, Managerial Finance, Cash Flow, Hyperion Enterprise, Cost Accounting
Education
Rochester Institute of Technology 2011 — 2012
MBA, Business Administration and Management, General
State University of New York College at Geneseo 2004 — 2007
Bachelors of Science, Accounting
Geneseo Central School
Regents Diploma
iCIMS December 2013 - Present
ASK Consulting LLC April 2012 - December 2013
National Basketball Association February 2003 - April 2012
Deloitte & Touche June 2000 - February 2003
Walt Disney World January 1997 - June 2000
Disney Vacation Club May 1994 - January 1997
Walt Disney World College Program January 1994 - May 1994
Skills
Training, Management, Change Management, Performance Management, Leadership Development, Organizational..., Talent Acquisition, Succession Planning, Coaching, Emotional Intelligence, Sales, Customer Experience, Presentation Coaching, Onboarding, Employee Engagement, Employee Training, Situational Leadership, Project Management, Talent Management, Leadership
Education
State University of New York College at Oneonta 1990 — 1994
Bachelor's degree, Business/Economics
Deutsche Bank September 2013 - Present
Deloitte & Touche September 2008 - August 2013
SafeNet June 2007 - December 2007
Citibank India February 2006 - June 2006
Skills
Finance Transformation, Business Process..., Management Consulting, Operating Model Design, Business Transformation, Organizational Design, Operating Models, Business Process Design, SDLC, Project Management, Testing, Business Analysis, Business Process, IT Strategy, Requirements Gathering
Education
Stevens Institute of Technology 2006 — 2008
MS, Project Management
K.J Somaiya COE 2001 — 2005
Bachelor of Engineering (B.E.), Electronics Engineering
D.G Ruparel 1999 — 2001
H. S. C
Credit Suisse March 2003 - Present
Bankers Trust Company/Deutsche Bank 1997 - 2003
Deloitte & Touche January 1994 - November 1997
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1995
Bachelor's degree, Accounting
Ecolab August 2014 - Present
Lifetrack Resources May 2009 - December 2014
Ecolab October 2008 - July 2014
Ecolab August 2005 - September 2008
Deluxe Corporation March 1998 - June 2005
Deloitte & Touche September 1991 - March 1998
Skills
Operational Excellence, Forecasting, Mergers & Acquisitions, Strategic Planning, Auditing, Project Planning, Process Improvement, Strategy, Financial Analysis, Budgets, Finance, Leadership, Managerial Finance, Business Strategy, Cross-functional Team..., Financial Reporting, Management
Education
University of Minnesota - Carlson School of Management 2000 — 2007
MBA, Finance
St. Olaf College 1984 — 1988
BA, Mathematics and Economics with a Statistics Minor
Citco Fund Services July 2013 - Present
Clarion Partners LLC April 2004 - July 2013
Deloitte & Touche October 2001 - April 2004
JP Morgan 2000 - 2001
Skills
Valuation, Financial Reporting, Asset Management, General Ledger, Due Diligence, Portfolio Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Northrop Grumman January 2001 - Present
Litton Industries (now Northrop Grumman) February 2000 - December 2000
Litton Industries, Inc August 1996 - January 2000
Litton Industries, Inc September 1995 - July 1996
Litton Industries October 1993 - September 1995
Deloitte & Touche September 1989 - September 1993
Skills
Program Management, Finance, Earned Value Management, DoD, Security Clearance, Strategic Planning, Government Contracting, Management, Systems Engineering, FAR, Aerospace, Manufacturing, Process Improvement, Proposal Writing, Contract Management, Defense, Lean Manufacturing, Operations Management, Internal Audit, Contract Negotiation
Education
State University of New York College at Geneseo 1985 — 1989
Bachelor of Science (BS), Accounting
Broadfin Capital, LLC August 2014 - Present
Alphadyne Asset Management December 2012 - July 2014
Goshen Investments, LLC June 2009 - December 2012
Highland Financial Holdings Group, LLC April 2007 - April 2009
Deloitte & Touche September 2004 - March 2007
Skills
Portfolio Management, Auditing, Analysis, Financial Reporting, Securities, Accounting, Financial Statements, US GAAP, Management, GAAP, SEC filings, Finance
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
Accounting
EDF Trading July 2014 - Present
Constellation April 2013 - June 2014
Constellation January 2011 - March 2013
Constellation December 2007 - December 2010
Deloitte & Touche January 2000 - November 2007
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Internal Controls, Accounting, US GAAP, SEC filings, Auditing, Energy, Commodity Markets, Financial Accounting, Natural Gas, Sarbanes-Oxley, GAAP, Internal Audit, General Ledger, Consolidation, Energy Markets, CPA, Process Improvement, Business Process..., Commodity, Enterprise Risk..., Strategic Financial..., IFRS, Hedging, Energy Industry, Derivatives, SEC Filings
Education
Stephen F. Austin State University 1996 — 1999
Masters, BBA, Accounting
Deloitte & Touche May 2009 - Present
BearingPoint August 1999 - May 2009
Skills
Management Consulting, Business Transformation, Program Management, Strategy, Business Process..., Governance, IT Strategy, PMO, Business Process..., PMP, Business Process, Business Analysis, Project Portfolio...
Education
Dominican College
B.A., English Literature
State University of New York at New Paltz
M.A., English Literature
Blue Cross and Blue Shield of Minnesota May 2011 - Present
Blue Cross and Blue Shield of Minnesota August 2007 - May 2011
Blue Cross and Blue Shield of Minnesota August 2001 - August 2007
Deloitte & Touche August 1997 - June 2001
Skills
Data Analysis, Business Strategy, Process Improvement, Business Analysis, Analytics, Management Consulting, Business Process..., Business Intelligence, Vendor Management, Analysis, SDLC
Education
University of Minnesota - Carlson School of Management 2003 — 2008
MBA, Strategic Management
St. Olaf College 1993 — 1997
BA, Math and Economics
Cretin Derham Hall 1989 — 1993
Excellus BCBS May 2014 - Present
Excellus BCBS October 2012 - May 2014
Excellus BCBS September 2007 - October 2012
Deloitte & Touche August 2004 - September 2007
Skills
Accounting, Audit, Financial Reporting, Internal Controls, Auditing
Education
State University of New York College at Oswego 1999 — 2004
BS/MBA, Accounting
Biocept August 2011 - August 2015
Althea Technologies February 2009 - July 2011
Tatum May 2007 - February 2009
Clarient June 2007 - January 2008
MicroIslet, Inc. 2002 - 2006
Cutera 1999 - 2002
Coulter Pharmaceutical 1998 - 1999
Vivus Inc 1996 - 1998
Abbott 1990 - 1996
Deloitte & Touche 1987 - 1990
Skills
Biotechnology, Medical Devices, Life Sciences, Healthcare, Financial Management, Financial Systems..., Change Leadership, Venture Capital, Capital Structure, SEC reporting, Corporate Governance, Corporate Treasury, Due Diligence, IPO, Legal Affairs, Customer Relations, Private Placements, Financial Reporting, Financial Accounting, Cost Accounting, Lifesciences, Acquisition Integration, Investor Relations, Start-ups, Private Equity, Pharmaceutical Industry, Corporate Finance, Process Improvement, Internal Controls, Public Companies, Strategic Financial..., Managerial Finance, Negotiation, SEC filings, Mergers & Acquisitions, Commercialization, Corporate Development, Strategy, Executive Management, Financial Analysis, Forecasting
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Management, Accounting and Information Systems
Brighton High School 1980 — 1983
Flynn Holdings LLC March 2001 - Present
Flynn Properties, Inc. March 2001 - Present
Flynn Restaurant Group LP February 2001 - Present
TriNet Corporate Realty Trust, Inc. / IStar Financial November 1996 - October 2001
PriceWaterhouseCoopers September 1993 - October 1995
Deloitte & Touche 1988 - 1991
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
University of California, Santa Barbara 1984 — 1988
BA, Business / Economics
OmniClaim, Inc. October 2013 - Present
The Financial Executives Networking Group, Inc. (FENG) 1999 - 2015
The Financial Executives Networking Group, Inc. (FENG) 1999 - 2015
ikaSystems August 2011 - October 2013
Beacon Hospice, Inc. (for profit helthcare) October 2006 - August 2011
CFO & Financial Adviser to Technology Companies January 1997 - September 2006
Cross Country TravCorps 1988 - 1997
Deloitte & Touche 1976 - 1988
Skills
Healthcare, Accounting, Strategic Planning, Revenue Recognition, Process Improvement, Start-ups, Mergers & Acquisitions, Integration, Hospice, Venture Capital, Software Industry, SaaS, Cloud Computing, Trusted Business Partner, LBO, Private Equity, Budgets, Acquisition Integration, Finance
Education
Stonehill College
Bachelor of Science Business (BSBA), Accounting
Cafe Mogador October 2013 - Present
ACOUNTESS July 2013 - December 2013
The Bookkeeping Company of New York City April 2013 - July 2013
Deloitte & Touche October 2007 - July 2009
Deloitte June 2005 - August 2005
Skills
Financial Analysis, Financial Accounting, Accounting, Corporate Events, Tax Research, Tax Accounting, Financial Reporting, Tax, Corporate Tax, Income Tax, Bookkeeping, QuickBooks, Peachtree, Microsoft Excel, Microsoft Word, GoSystems, Public Speaking, Tax Returns, General Ledger, Payroll, Finance
Education
SUNY New Paltz 2002 — 2007
Bachelor's of Science, Accounting
State University of New York at New Paltz 2002 — 2007
Bachelors, Accounting
Verizon September 2015 - Present
Verizon May 2013 - Present
McGladrey & Pullen LLP December 2008 - May 2013
McGladrey & Pullen December 2008 - May 2013
Deloitte & Touche September 1998 - December 2008
Deloitte 1998 - 2008
Skills
Auditing, GAAP, US GAAP, CPA, Internal Controls, Financial Reporting, Accounting, Financial Accounting, External Audit
Education
Stetson University 1993 — 1998
Masters, Accounting
Freed Maxick CPAs, P.C. June 2009 - Present
Ernst & Young August 1994 - February 2009
Bertrand Chaffee Hospital 1992 - 1994
Deloitte & Touche 1992 - 1994
Skills
Healthcare Consulting, Hospitals, Auditing, Accounting, Budgets, Accounts Receivable, Strategic Planning, Financial Reporting, Financial Analysis, Internal Controls, Physicians, Process Improvement, Healthcare, Management, Revenue Cycle, Healthcare Management, Consulting, Healthcare Information..., Strategy, Management Consulting, Leadership
Education
State University of New York College at Buffalo 1983 — 1989
BS, Accounting
Deloitte June 2015 - Present
Deloitte July 2013 - May 2015
Deloitte April 2010 - July 2013
Deloitte May 2008 - April 2010
Deloitte November 2007 - May 2008
Deloitte & Touche August 2006 - November 2007
Skills
Consulting, Professional Services, Computer Forensics, E-Discovery Consulting, Digital Forensics, Litigation Support, Recruiting, Human Resources, Data Analysis, Data Analytic, Network Forensics, Talent Acquisition
Education
University of Connecticut 2006 — 2007
Masters, Accounting
Stonehill College 2003 — 2006
Bachelors, Accounting
University of Richmond 2002 — 2003
Greenspun Media Group 2014 - Present
Change.org, Inc. 2014 - 2015
Chronicle Season of Sharing Fund 2002 - 2014
San Francisco Chronicle 2002 - 2013
Breast Cancer Fund 2001 - 2001
The Chronicle Publishing Company 1993 - 1998
The Chronicle Publishing Company 1987 - 1993
Deloitte & Touche 1985 - 1987
Deloitte & Touche 1980 - 1985
Skills
Financial Analysis, Strategic Planning, Strategy, Budgets, Nonprofits, Leadership, Management, Fundraising, Accounting, Financial Modeling, Start-ups, Forecasting, Financial Reporting, Newspapers, New Media, Human Resources
Education
Stanford University Graduate School of Business
Master of Science (MS), Management, Sloan Fellowship
University of California, Berkeley
Bachelor of Science (BS), Business Administration
North American Breweries, Inc. April 2013 - Present
Bausch + Lomb November 2011 - April 2013
PAETEC November 2009 - November 2011
Deloitte & Touche December 2005 - October 2009
Mpower Communications July 2002 - December 2005
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Forecasting, Sarbanes-Oxley, Auditing, Internal Controls, General Ledger, SEC filings, GAAP, US GAAP, CPA, Account Reconciliation, Revenue Recognition, Financial Statements, Financial Analysis
Education
State University of New York at Buffalo - School of Management 1998 — 2002
Bachelors, Accounting
CliftonLarsonAllen June 2012 - Present
AgStar Financial Services 2009 - June 2012
Briggs and Morgan, P.A. 2008 - 2009
Krass Monroe, P.A. 2007 - 2008
Fabyanske Westra Hart and Thomson 2005 - 2007
Deloitte & Touche August 2003 - July 2005
Skills
Tax Research, Corporate Law, Mergers & Acquisitions, Tax, Restructuring, Mergers, Due Diligence, Public Speaking, Financial Analysis, Accounting, Income Tax
Education
University of Minnesota-Twin Cities 2000 — 2003
MBT, Tax
Stetson University College of Law 1996 — 1999
jd, law
University of Notre Dame 1992 — 1996
BS, Chemical Engineering
ASPIDER Solutions US Inc. March 2012 - Present
Fox Computer Rentals 1988 - 2000
Scott, Starr Associates 1986 - 1990
National Money Markets March 1984 - 1986
Deloitte & Touche July 1980 - March 1984
Skills
Start-ups, Management Consulting, Investments, Finance, Business Strategy, Strategy, Entrepreneurship, Forecasting, Product Management, Business Development, Analysis, Change Management, Strategic Planning, Corporate Development
Education
University of Pennsylvania - The Wharton School 1979 — 1980
MBA, Marketing, Finance
University of Florida - Warrington College of Business Administration 1969 — 1972
BSBA w Honors, Accounting
Stetson University 1969 — 1971
Appian Real Estate 2006 - Present
Maplewood Communities May 2010 - October 2011
Allegiance Realty Corporation April 2004 - December 2005
Carlton Advisory Services 2003 - 2003
APC Realty Advisors 1998 - 2003
Itochu International 1997 - 1998
Cantor Fitzgerald 1996 - 1996
Deloitte & Touche 1994 - 1995
Northland Investment Corporation 1993 - 1993
Skills
Real Estate Economics, Real Estate Financing, Real Estate Development, Brokerage, Real Estate Transactions, Real Estate, Appraisals, Acquisitions, Property Management, Investment Properties, Disposition, Asset Managment, Investors, Due Diligence, Financial Structuring
Education
University of Massachusetts, Amherst 1989 — 1990
Bachelors Degree, English Literature
Stonehill College 1985 — 1988
Stonehill College 1985 — 1988
English Language and Literature/Letters
Falmouth High School
Falmouth High School
Heritage Home Group September 2008 - Present
Conner Ash PC 2006 - 2007
Deloitte 1991 - 2006
Deloitte & Touche 1991 - 2006
Skills
Customer Service, PeopleSoft, Financial Reporting, Accounting
Education
Webster University 2012 — 2014
Bachelor's Degree, Business Management - Marketing
University of Missouri-Saint Louis 2011 — 2012
Business Administration, Marketing
St. Louis Community College 2004 — 2010
Associates in Business Administration
Deloitte & Touche June 2010 - Present
Deloitte 2010 - 2011
St. Norbert College August 2005 - December 2009
Deloitte June 2009 - August 2009
Education
St. Norbert College 2005 — 2010
Bachelor's degree, Accounting
St. Norbert College
MaloneBailey, LLP October 2007 - Present
Deloitte & Touche 2004 - 2007
Lyondell Chemical Company 2002 - 2004
PricewaterhouseCoopers 1998 - 2002
Melton & Melton, LLP 1997 - 1998
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, Accounting, IPO, CPA, Mergers & Acquisitions, GAAP, Financial Reporting, Auditing, Financial Accounting, Tax, US GAAP, Finance, General Ledger, IFRS, SEC, Financial Statements, Mergers, Corporate Tax, Due Diligence, Consolidation, Financial Analysis, SEC Filings, Financial Modeling, Managerial Finance, Internal Audit, QuickBooks, Accounts Payable
Education
Dandong High School
Dandong High School
Dandong High School
Dandong High School
Dandong High School
Stephen F. Austin State University
Master, Business Administration
Tianjin University
Bachelor, Business Administration
McGladrey & Pullen November 2008 - Present
Deloitte & Touche November 1996 - August 2008
Pratt & Whitney Aircraft June 1981 - June 1983
Education
Stetson University 1977 — 1981
BBA, Accounting
Stetson University 1977 — 1981
BBA, Accounting
St. Elizabeth High School 1973 — 1977
Markel Insurance Company of Canada March 2010 - Present
Deloitte & Touche February 2009 - October 2009
Margolin, Winer & Evens LLP November 2007 - November 2008
Bristol-Myers Squibb 2006 - 2007
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
Masters, Accounting and Finance
Edgewater Technology March 2011 - Present
Deloitte & Touche August 2007 - April 2011
Deloitte 2009 - 2010
Bristol-Myers Squibb Medical Imaging 2005 - 2006
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Internal Controls, US GAAP, Forecasting, SEC filings, Sarbanes-Oxley Act, Financial Accounting, GAAP, Member of AICPA, Member of MSCPA, Consolidation, Process Improvement, Revenue Recognition, CPA, External Audit, SEC Filings
Education
Stonehill College 2006 — 2007
Master's, Accountancy
Stonehill College 2003 — 2006
BSBA, Accounting
BDO USA, LLP January 2015 - Present
SS&G, Inc. February 2008 - December 2014
Penn Central Corporation, EDT Group 1981 - 1986
Deloitte & Touche 1977 - 1981
Skills
Financial Reporting, Accounting, CPA, Financial Analysis, Budgets, Start-ups, Tax, Auditing, Nonprofits, GAAP, Account Reconciliation, Internal Controls, Financial Accounting
Education
State University of New York College at Plattsburgh 1972 — 1976
BS, Accounting
Brookwood Hospitality, LLC August 2007 - Present
Buffalo Lodging Associates, LLC 2002 - 2007
Benderson Development Co., Inc. 1997 - 2002
Deloitte & Touche 1990 - 1997
Skills
Revenue Analysis, Hotels, Hospitality, Hospitality Management, Hotel Management, Food & Beverage, Resorts, Budgets, Strategic Planning, Management, Hospitality Industry, Leadership, Restaurants, Contract Negotiation, Tourism
Education
State University of New York at Buffalo - School of Management 1987 — 1990
BA - Accounting/Finance, Accounting, finance, marketing
L Brands April 2015 - Present
L Brands April 2013 - April 2015
L Brands May 2012 - March 2013
Deloitte & Touche September 2010 - April 2012
Stetson University January 2009 - May 2010
Siemens Wind Power May 2008 - August 2008
Education
Stetson University 2009 — 2010
Master of Accountancy
Stetson University 2005 — 2008
Bachelor of Business Administration, Accounting
State Farm Agent August 1994 - Present
Deloitte & Touche August 1991 - August 1992
Forness, Graham & Cottrill, LLC August 1988 - June 1991
Brewer, Beemer, et al 1990 - 1991
Skills
Insurance, Homeowners, Whole Life, Term Life Insurance, Life Insurance, Umbrella Insurance, Disability Insurance, Casualty, Liability, Health Insurance, Personal Auto, Renters, Property & Casualty..., Universal Life, Long-term Care, Commercial Lines, Workers Compensation, Retirement Planning, Financial Planners, Fixed Annuities, IRAs, Professional Liability, Motorcycle, Long Term Care Insurance, Legal Liability, General Insurance, Commercial Insurance
Education
Stetson University 1983 — 1987
BBA, Accounting
Garza-Romanos Consulting Services LLC April 2013 - Present
Petty Ranch Company October 2010 - April 2013
TXCO Resources Inc. May 2008 - October 2010
Sage Energy Company April 2006 - May 2008
Deloitte & Touche August 2004 - April 2006
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, CPA, Financial Reporting, Accounting, Auditing, Mergers & Acquisitions, Financial Analysis, GAAP, Managerial Finance, Forecasting, Finance, Financial Modeling, Account Reconciliation, Corporate Finance, US GAAP, Tax
Education
The University of Texas at San Antonio 2003 — 2008
MSA, Taxation
St. Mary's University 2000 — 2003
BBA, Accounting
CareGroup Healthcare System May 1992 - Present
Deloitte & Touche September 1980 - May 1992
Deloitte & Touche 1980 - 1992
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, Financial Modeling, Budgets, Risk Management, Analysis, Insurance, SEC filings, Managerial Finance, Change Management, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Auditing, Strategic Financial..., GAAP, Revenue Recognition, US GAAP
Education
Stonehill College 1974 — 1978
BS, Accounting
Fidelity National Information Services August 2013 - Present
Vanguard Software Group July 2011 - Present
FIS October 2007 - July 2011
FIS May 2001 - October 2007
Fiserv August 1999 - May 2001
Deloitte & Touche January 1997 - August 1999
Skills
Auditing, Audit, SAS70, Security, Compliance, Software Design, Client Services, Software Quality..., Troubleshooting, SQL Server, SharePoint, Project Management, Problem Solving, Customer Service, Product Development
Education
Stetson University 1994 — 1997
M.Acc., Audit and Accounting
Stetson University
Bachelor, Accounting
Steel Partners Corporate Services LLC (Formerly Handy & Harman Ltd.) February 2013 - Present
Steel Partners Corporate Services 2009 - Present
Deloitte & Touche September 2007 - March 2009
Arrow Electronics May 2007 - May 2008
Skills
Internal Controls, GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley, Process Improvement, Forecasting, Accounts Payable, General Ledger, Financial Analysis, Account Reconciliation, Cash Flow, Financial Statements, Monthly Close, Financial Accounting, US GAAP, Internal Audit, Financial Modeling, Variance Analysis, Consolidation, Financial Audits, Revenue Recognition, Year-end Close, External Audit, Business Process..., Analysis, Fixed Assets, COSO, Journal Entries, SOX 404, SEC Filings
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2007
BS/MS, Accounting
Deloitte & Touche September 2011 - Present
Radiance Spa at Sweet Briar February 2011 - May 2011
Deloitte & Touche June 2009 - August 2009
Education
State University of New York College at Geneseo 2011 — 2011
Master's of Science, Accounting
State University of New York College at Geneseo 2006 — 2010
BS, Accounting & Communcaition
Terry Thill CPA, LLC November 2007 - Present
David J Bailey & Co, LLC January 2005 - November 2007
Ultramar Diamond Shamrock Corporation May 1997 - April 2000
Deloitte & Touche January 1996 - May 1997
Skills
Accounts Payable, Accounting, Accounts Receivable, CPA, QuickBooks, General Ledger, Income Tax, Tax Preparation, GAAP, Tax Advisory, Microsoft Excel
Education
St. Mary's University 1991 — 1995
BBA, Accounting
Best Western International June 2010 - Present
The Dial Corporation, a Henkel Co. February 2004 - April 2010
The Dial Corporation February 2003 - February 2004
The Dial Corporation September 1999 - February 2003
The Dial Corporation September 1996 - January 1999
The Dial Corporation August 1992 - September 1996
Resolution Trust Corp, USA January 1991 - August 1992
Western Savings & Loan August 1986 - January 1991
Deloitte & Touche June 1983 - August 1986
Skills
Forecasting, Strategic Financial..., Budgets, Management, Analysis, General Ledger, Tax, SAP, Financial Reporting, Business Analysis, Finance, Financial Analysis, Mergers, Managerial Finance, Change Management, Financial Planning, Process Improvement
Education
State University of New York at Buffalo - School of Management 1979 — 1983
B.S., Accounting
Global Tax Network March 2007 - Present
OfficeScapes 2000 - 2006
Deloitte & Touche May 1993 - June 1995
Skills
Tax Returns, Tax Preparation, International Tax, Tax, Income Tax, Excel, Tax Compliance, Accounting, Financial Reporting, Tax Accounting, Individual Taxation, Audit, Financial Accounting, Tax Return Preparation, Outlook, General Ledger, Reconciliation, Expatriate Tax, Big 4, Tax Research, Auditing, Corporate Tax, Tax Advisory, Payroll, Transfer Pricing, Tax Law, CPA, Expatriate Management
Education
State University of New York College at Oneonta 1989 — 1993
B.S., Accounting/Economis
Minneapolis, MN June 2009 - Present
MinuteClinic 2006 - 2009
CVS Caremark Corporation 2006 - 2009
Fargo Electronics 1998 - 2006
Envoy Medical 2003 - 2005
Avanti Optics 2000 - 2003
CyberOptics 1985 - 1996
Fairview Health Services 1984 - 1985
Deloitte & Touche 1980 - 1984
Touche Ross 1980 - 1984
Skills
Forecasting, Strategic Planning, Mergers, Financial Analysis, Financial Reporting, SEC filings, Due Diligence, Mergers & Acquisitions, Start-ups, Leadership, Finance, Business Strategy, Process Improvement, Strategy, Cross-functional Team..., Auditing, Management, Executive Management, Accounting
Education
Stanford University 1994 — 1994
Executive MBA
University of Minnesota - Carlson School of Management 1984 — 1987
MBA, Finance
The University of South Dakota 1976 — 1980
BS, Accounting
Administrative Office of the U.S. Courts November 2009 - Present
Bingham McCutchen LLP 2005 - 2009
Heller Ehrman LLP 2004 - 2005
Morgan, Lewis & Bockius LLP 1998 - 2004
Wilkes, Artis, Hedrick & Lane 1996 - 1998
Center on Budget and Policy Priorities 1995 - 1996
United States Senate, Office of the Sergeant At Arms 1991 - 1995
Congressional Management Foundation 1990 - 1991
Deloitte & Touche 1988 - 1990
Senator Daniel Patrick Moynihan 1983 - 1988
Education
Ilion High School
High School
St. Lawrence University
Bachelor's degree, Government, Political Science and Government
State University of New York at Albany
Master's Degree, Public Administration
Hewlett-Packard October 2013 - Present
VariQ December 2012 - October 2013
Hewlett-Packard July 2011 - November 2012
Deloitte & Touche 2010 - 2011
Virginia Information Technologies Agency 2008 - 2010
Babcock & Wilcox January 1995 - June 2008
Education
University of Phoenix 2002 — 2005
MS
Virginia State University 1990 — 1994
BS
Stevens Institute of Technology
Graduate Certificate
Microsoft August 2015 - Present
Amazon Campus November 2014 - August 2015
Microsoft August 2014 - September 2014
Microsoft April 2014 - April 2014
Skytap August 2013 - October 2013
AT&T Mobility February 2011 - July 2013
Lionbridge 2009 - February 2011
Deloitte & Touche 2007 - 2008
PricewaterhouseCoopers 2005 - 2007
University at Buffalo 2002 - 2005
Skills
Internal Controls, Internal Audit, B2B, E-commerce, Online Services, Wireless Mobility, Emerging Technologies, IT Audit, SAP, PeopleSoft, Business Process, SDLC, Enterprise Risk..., Project Management, Sarbanes-Oxley, Agile Methodologies, Accounting, Change Management, Quality Assurance, Testing, Revenue Recognition, Risk Assessment, US GAAP, Consolidation, SEC filings, Salesforce.com, Cloud Computing, Virtualization, VMware, Atlassian JIRA, Product Management, Release Management, Production Support, Web Analytics, User Experience Testing, QA Testing, Catalog Management, Bug Tracking, IT Controls, ITGC, SAS70, PwC TeamMate, Performance Metrics, Performance Benchmarking, Sarbanes-Oxley Act, Management
Education
State University of New York at Buffalo - School of Management 2002 — 2005
BS, Accounting and Finance
Rexnord April 2015 - Present
Rexnord May 2014 - April 2015
Rexnord May 2012 - May 2014
Deloitte & Touche September 2009 - May 2012
Deloitte & Touche May 2008 - August 2008
Skills
Financial Accounting, Internal Controls, US GAAP, CPA, Auditing, GAAP, Sarbanes-Oxley Act, Sarbanes-Oxley, Accounting, Finance, Financial Analysis, Financial Reporting, External Audit
Education
St. Norbert College 2005 — 2009
BBA, Accounting
The Sun Products Corporation September 2008 - December 2009
Huish Detergents November 1986 - September 2008
Huish Detergents April 1985 - November 1986
Deloitte & Touche October 1984 - April 1985
Deloitte & Touche June 1982 - October 1984
Deloitte & Touche June 1979 - June 1982
Education
Stanford University Graduate School of Business 1984 — 1984
Began work on Phd, Accounting
University of Utah - David Eccles School of Business 1978 — 1979
Master of Professional Accountancy, Accounting, Business Management, Finance
University of Utah 1972 — 1978
Bachelor of Science -- Accounting, Accounting
Loews Cineplex Entertainment 1999 - 2006
Deloitte & Touche 1997 - 1999
Arthur Andersen January 1996 - November 1997
Skills
Accounting, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, General Ledger, CPA, Management, Sarbanes-Oxley Act, Strategic Planning, Tax, Tax Accounting
Education
State University of New York College at Oswego 1990 — 1995
Bachelor of Science, Accounting
AMC Networks July 2011 - Present
Cablevision January 2004 - July 2011
Deloitte & Touche January 2003 - January 2004
KPMG Peat Marwick September 1998 - January 2003
Skills
Accounting, Corporate Tax, FIN 48, Financial Reporting, Income Tax, SEC Filings, International Tax, SEC filings, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Research
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2004
MBA, Taxation
State University of New York College at Geneseo
University at Buffalo 1992 - Present
Deloitte & Touche 1985 - 1992
Skills
Higher Education, Non-profits, Nonprofits, Microsoft Office, Auditing, Budgets, Finance, Process Improvement, Strategic Planning, Grant Writing, Career Counseling
Education
State University of New York at Buffalo - School of Management 1992 — 1994
MBA
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting
Mount Mercy Academy
1981
Deloitte & Touche February 2011 - Present
Global Financial Brokers Trinidad June 2005 - September 2008
Skills
Risk Management, Management Consulting, Business Analysis, Microsoft Office, Financial Modeling, Business Strategy, Due Diligence, Management, Financial Analysis, Microsoft Excel, Insurance
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2011
MBA, Risk Management
CP Rochester November 2012 - Present
Manning & Napier Advisors December 2010 - November 2012
Deloitte & Touche September 2007 - December 2010
Skills
GAAP, Financial Analysis, Fixed Assets, Sarbanes-Oxley, Revenue Recognition, Consolidation, Corporate Tax, Financial Statements, Finance, Payroll
Education
State University of New York College at Geneseo 2002 — 2007
Masters, Accounting
Aquinas Institute 1999 — 2002
Kohlberg Kravis Roberts (KKR) ValuationKohlberg Kravis Roberts & Co.1990 - Present
Deloitte & Touche 1995 - 1999
Deloitte & Touche 1995 - 1999
Education
St. John's University, The Peter J. Tobin College of Business
MBA & Certificate in Finance, Accounting, Tax & Finacne
Benchmark Partners Technical AccountingMicrosoft Corporation2004 - 2008
Price Waterhouse Coopers August 2000 - August 2004
Deloitte & Touche 1998 - 2000
Education
Stanford University 1994 — 1998
Economics
University of Rochester Medical Center September 2013 - Present
Deloitte & Touche September 2010 - August 2013
Education
State University of New York College at Geneseo 2005 — 2009
BS, Accounting
Deloitte & Touche October 2009 - Present
Skills
US GAAP, Accounting, Auditing, Financial Reporting, Financial Accounting, PowerPoint, Research, Data Analysis, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Financial Analysis
Education
State University of New York College at Geneseo 2004 — 2009
Accounting