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
Employee
Years
Job
Industry
Julie Kim, CCP, CPA Julie Kim, CCP, CPA's Deloitte & Touche Experience 1991 - 1991
Job Sr. Director, Executive Compensation at McKesson Corporation
Industry Hospital & Health Care
Experience
McKesson December 2011 - Present
Safeway October 2006 - December 2011
Safeway May 2005 - October 2006
AI Executive 2003 - 2005
PricewaterhouseCoopers 1999 - 2001
KPMG 1993 - 1999
Avnet Electronics 1991 - 1993
Deloitte & Touche 1991 - 1991
Skills
Talent Acquisition, Incentive Programs, Executive Pay, Accounting, Tax, Finance, Incentives, Equity Plans, Mergers, Acquisitions, Corporate Governance
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA, General Management
Baylor University - Hankamer School of Business 1989 — 1990
Master, Tax
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
McKesson December 2011 - Present
Safeway October 2006 - December 2011
Safeway May 2005 - October 2006
AI Executive 2003 - 2005
PricewaterhouseCoopers 1999 - 2001
KPMG 1993 - 1999
Avnet Electronics 1991 - 1993
Deloitte & Touche 1991 - 1991
Skills
Talent Acquisition, Incentive Programs, Executive Pay, Accounting, Tax, Finance, Incentives, Equity Plans, Mergers, Acquisitions, Corporate Governance
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA, General Management
Baylor University - Hankamer School of Business 1989 — 1990
Master, Tax
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
Jonathan Farrell Jonathan Farrell's Deloitte & Touche Experience May 2002 - July 2006
Job Partner at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company July 2006 - Present
Deloitte & Touche May 2002 - July 2006
Arthur Andersen September 1995 - May 2002
Skills
Mergers, Partnership Taxation, Tax Research, Real Estate Transactions, Real Estate, Financial Planners, Mergers & Acquisitions, Tax, Corporate Tax, CPA, S Corporations, Tax Accounting, GAAP, Tax Returns, Tax Preparation, Income Tax
Education
Bentley University 1993 — 1995
Bachelors, Accounting
Partner Institute
DiCicco, Gulman & Company July 2006 - Present
Deloitte & Touche May 2002 - July 2006
Arthur Andersen September 1995 - May 2002
Skills
Mergers, Partnership Taxation, Tax Research, Real Estate Transactions, Real Estate, Financial Planners, Mergers & Acquisitions, Tax, Corporate Tax, CPA, S Corporations, Tax Accounting, GAAP, Tax Returns, Tax Preparation, Income Tax
Education
Bentley University 1993 — 1995
Bachelors, Accounting
Partner Institute
Tiondra Willingham Tiondra Willingham's Deloitte & Touche Experience September 2008 - April 2015
Job Assistant Controller at ASB Real Estate Investments
Industry Accounting
Experience
ASB Real Estate Investments April 2015 - Present
Deloitte & Touche September 2008 - April 2015
Education
Bellarmine University 2006 — 2008
Post-Baccalaureate, Accounting
University of Louisville 2003 — 2005
Bachelor of Arts, Communications
Fashion Institute of Technology 2001 — 2003
Associate in Applied Science, Fashion Merchandising Management
ASB Real Estate Investments April 2015 - Present
Deloitte & Touche September 2008 - April 2015
Education
Bellarmine University 2006 — 2008
Post-Baccalaureate, Accounting
University of Louisville 2003 — 2005
Bachelor of Arts, Communications
Fashion Institute of Technology 2001 — 2003
Associate in Applied Science, Fashion Merchandising Management
Jonathan Kang's Deloitte & Touche Experience January 2011 - June 2013
Job Information Management Reporting and Analytics Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte November 2014 - Present
Deloitte July 2013 - November 2014
Deloitte & Touche January 2011 - June 2013
Bank of America January 2007 - November 2010
Mercer Investment Consulting June 2009 - September 2009
Safeco Insurance - Liberty Mutual June 2008 - October 2008
US Bank June 2005 - January 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Enterprise Risk..., IT Audit, Business Process..., Risk Management, Sarbanes-Oxley, Business Analysis, Accounting, Management Consulting, Business Process, CISA, SAP ERP, Process Improvement, Banking, Governance, Financial Modeling, Change Management, Financial Reporting, ERP, Corporate Finance, Investments, Access, PeopleSoft, Software Licensing, Information Security, Data Privacy, Financial Advisory, Compliance Testing, Business Intelligence, SDLC, Data Analysis, Analytics, SAP Implementation, Information Management, Enterprise Data Modeling, Business Process Design, SAP BW, SAP BI, Data Warehousing, Data Modeling, Databases, SAP HANA, Predictive Analytics, SAP Portal, SAP Fiori, Dashboarding
Education
Seattle University 2008 — 2010
BA, Finance & Accounting
University of Washington, Michael G. Foster School of Business 2004 — 2008
Bachelor of Science (BS), Information Technology
Bellevue College 2001 — 2004
Associate of Science, Computer Science
Deloitte November 2014 - Present
Deloitte July 2013 - November 2014
Deloitte & Touche January 2011 - June 2013
Bank of America January 2007 - November 2010
Mercer Investment Consulting June 2009 - September 2009
Safeco Insurance - Liberty Mutual June 2008 - October 2008
US Bank June 2005 - January 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Enterprise Risk..., IT Audit, Business Process..., Risk Management, Sarbanes-Oxley, Business Analysis, Accounting, Management Consulting, Business Process, CISA, SAP ERP, Process Improvement, Banking, Governance, Financial Modeling, Change Management, Financial Reporting, ERP, Corporate Finance, Investments, Access, PeopleSoft, Software Licensing, Information Security, Data Privacy, Financial Advisory, Compliance Testing, Business Intelligence, SDLC, Data Analysis, Analytics, SAP Implementation, Information Management, Enterprise Data Modeling, Business Process Design, SAP BW, SAP BI, Data Warehousing, Data Modeling, Databases, SAP HANA, Predictive Analytics, SAP Portal, SAP Fiori, Dashboarding
Education
Seattle University 2008 — 2010
BA, Finance & Accounting
University of Washington, Michael G. Foster School of Business 2004 — 2008
Bachelor of Science (BS), Information Technology
Bellevue College 2001 — 2004
Associate of Science, Computer Science
Caitlin Mooney, MSA's Deloitte & Touche Experience September 2010 - April 2014
Job Financial Reporting Supervisor at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman April 2014 - Present
Deloitte & Touche September 2010 - April 2014
Jeffrey Morgen, CPA May 2008 - September 2010
Deloitte January 2010 - March 2010
Skills
External Audit, Microsoft Office, Bloomberg Terminal, Auditing, Financial Statements, Finance, Mutual Funds, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Double Major: Accounting & Quantitative Perspectives (BA)
Brown Brothers Harriman April 2014 - Present
Deloitte & Touche September 2010 - April 2014
Jeffrey Morgen, CPA May 2008 - September 2010
Deloitte January 2010 - March 2010
Skills
External Audit, Microsoft Office, Bloomberg Terminal, Auditing, Financial Statements, Finance, Mutual Funds, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Double Major: Accounting & Quantitative Perspectives (BA)
Colleen Fogerty's Deloitte & Touche Experience September 1995 - February 2001
Job Tax Director Private Enterprise Group McGladrey
Industry Accounting
Experience
McGladrey August 2010 - Present
Caturano and Company February 2001 - August 2010
Deloitte & Touche September 1995 - February 2001
McKenna & Company January 1994 - May 1995
Skills
Tax, Accounting, Management Consulting, Management, Corporate Tax, Tax Research, Tax Accounting, Income Tax, CPA, GAAP, US GAAP, Financial Reporting, Tax Preparation
Education
Northeastern University 1999 — 2003
MS, Taxation
Bentley University 1991 — 1995
BS, Accounting
McGladrey August 2010 - Present
Caturano and Company February 2001 - August 2010
Deloitte & Touche September 1995 - February 2001
McKenna & Company January 1994 - May 1995
Skills
Tax, Accounting, Management Consulting, Management, Corporate Tax, Tax Research, Tax Accounting, Income Tax, CPA, GAAP, US GAAP, Financial Reporting, Tax Preparation
Education
Northeastern University 1999 — 2003
MS, Taxation
Bentley University 1991 — 1995
BS, Accounting
Adam Selwyn Adam Selwyn's Deloitte & Touche Experience January 2009 - July 2013
Job Manager Financial Accounting Advisory Services at EY
Industry Accounting
Experience
Ernst & Young July 2013 - Present
Deloitte & Touche January 2009 - July 2013
Reliant Energy May 2008 - August 2008
Baylor University September 2004 - May 2006
Skills
SEC filings, US GAAP, Financial Reporting, Carve-outs, IPO, M&A support, Purchase Price..., Midstream, Oil & Gas Industry, Power Utilities, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Due Diligence, Internal Audit, Process Improvement, Auditing, Financial Modeling, Risk Management, Corporate Finance, Microsoft Excel, Sarbanes-Oxley
Education
University of Houston, C.T. Bauer College of Business
Master of Accountancy
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Ernst & Young July 2013 - Present
Deloitte & Touche January 2009 - July 2013
Reliant Energy May 2008 - August 2008
Baylor University September 2004 - May 2006
Skills
SEC filings, US GAAP, Financial Reporting, Carve-outs, IPO, M&A support, Purchase Price..., Midstream, Oil & Gas Industry, Power Utilities, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Due Diligence, Internal Audit, Process Improvement, Auditing, Financial Modeling, Risk Management, Corporate Finance, Microsoft Excel, Sarbanes-Oxley
Education
University of Houston, C.T. Bauer College of Business
Master of Accountancy
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Erica Metz, MSA's Deloitte & Touche Experience June 2013 - August 2013
Job Internal Auditor at Boston Private Financial Holdings
Industry Accounting
Experience
Boston Private Financial Holdings September 2015 - Present
Deloitte September 2014 - September 2015
Deloitte & Touche June 2013 - August 2013
ByAllAccounts March 2012 - April 2013
CohnReznick LLP June 2012 - August 2012
Bentley University June 2010 - July 2011
Carter's OshKosh B'gosh July 2010 - January 2011
Money At Work 2006 - 2011
Bentley University September 2010 - September 2010
Morris County Nutrition Department July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Time Management, Management, Outlook, Social Media, Financial Analysis, Analysis, Social Networking, Research, Accounting, Accounts Payable, Public Speaking, Customer Service, Finance, Teamwork, Auditing, Marketing
Education
Bentley University 2013 — 2014
Master's in Accountancy, Graduate Certificate in Financial Planning
Bentley University 2010 — 2013
Corporate Finance and Accounting
Lorenzo de' Medici Institute
Study Abroad Program
Boston Private Financial Holdings September 2015 - Present
Deloitte September 2014 - September 2015
Deloitte & Touche June 2013 - August 2013
ByAllAccounts March 2012 - April 2013
CohnReznick LLP June 2012 - August 2012
Bentley University June 2010 - July 2011
Carter's OshKosh B'gosh July 2010 - January 2011
Money At Work 2006 - 2011
Bentley University September 2010 - September 2010
Morris County Nutrition Department July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Time Management, Management, Outlook, Social Media, Financial Analysis, Analysis, Social Networking, Research, Accounting, Accounts Payable, Public Speaking, Customer Service, Finance, Teamwork, Auditing, Marketing
Education
Bentley University 2013 — 2014
Master's in Accountancy, Graduate Certificate in Financial Planning
Bentley University 2010 — 2013
Corporate Finance and Accounting
Lorenzo de' Medici Institute
Study Abroad Program
Jason Mitchell's Deloitte & Touche Experience June 2001 - October 2002
Job Director of VIP Services at RMD Group
Industry Entertainment
Experience
RMD Group January 2015 - Present
FLUXX San Diego January 2010 - January 2015
modishsociety September 2008 - January 2015
Anderson Audio Visual July 2006 - July 2008
iMakeNews January 2002 - June 2003
Deloitte & Touche June 2001 - October 2002
Fidelity 1999 - 1999
Skills
Strategic Partnerships, Social Media, Copywriting, Marketing, Strategy, Event Planning, B2B, SEM, Event Management, Business Development, Sales, New Business Development, Facebook, Budgets, Online Advertising, Digital Marketing, Social Networking, Online Marketing, Digital Media, Corporate Branding, Management, Marketing Communications, Social Media Marketing, Entrepreneurship, SEO, Account Management, Brand Development, Email Marketing, Creative Strategy, Marketing Strategy, Public Relations, Advertising
Education
Bentley University 1997 — 2000
BS, Accounting Information Systems
Saint Michael's College 1995 — 1997
Environmental Science
RMD Group January 2015 - Present
FLUXX San Diego January 2010 - January 2015
modishsociety September 2008 - January 2015
Anderson Audio Visual July 2006 - July 2008
iMakeNews January 2002 - June 2003
Deloitte & Touche June 2001 - October 2002
Fidelity 1999 - 1999
Skills
Strategic Partnerships, Social Media, Copywriting, Marketing, Strategy, Event Planning, B2B, SEM, Event Management, Business Development, Sales, New Business Development, Facebook, Budgets, Online Advertising, Digital Marketing, Social Networking, Online Marketing, Digital Media, Corporate Branding, Management, Marketing Communications, Social Media Marketing, Entrepreneurship, SEO, Account Management, Brand Development, Email Marketing, Creative Strategy, Marketing Strategy, Public Relations, Advertising
Education
Bentley University 1997 — 2000
BS, Accounting Information Systems
Saint Michael's College 1995 — 1997
Environmental Science
Daniel B. Rose CPA Daniel B. Rose CPA's Deloitte & Touche Experience September 2005 - March 2012
Job Independent Accounting Consultant
Industry Accounting
Experience
Rose CPA's July 2013 - Present
Asurion March 2012 - June 2013
Deloitte & Touche September 2005 - March 2012
Baker, Sullivan, Hoover CPA's January 2005 - April 2005
Skills
CPA, Auditing, SEC filings, Financial Reporting, GAAP, Accounting, Financial Statements, Financial Audits, Finance, External Audit, Tax, Essbase, Analysis, 10Q, Training, 10K, Sarbanes-Oxley Act, US GAAP, Internal Controls, Sarbanes-Oxley, Big 4, SEC Filings
Education
Belmont University 2003 — 2005
MACC, Accounting
Tennessee Technological University 1998 — 2002
BS
Rose CPA's July 2013 - Present
Asurion March 2012 - June 2013
Deloitte & Touche September 2005 - March 2012
Baker, Sullivan, Hoover CPA's January 2005 - April 2005
Skills
CPA, Auditing, SEC filings, Financial Reporting, GAAP, Accounting, Financial Statements, Financial Audits, Finance, External Audit, Tax, Essbase, Analysis, 10Q, Training, 10K, Sarbanes-Oxley Act, US GAAP, Internal Controls, Sarbanes-Oxley, Big 4, SEC Filings
Education
Belmont University 2003 — 2005
MACC, Accounting
Tennessee Technological University 1998 — 2002
BS
Igenegbai Akpaibor, CPA, CGMA Igenegbai Akpaibor, CPA, CGMA's Deloitte & Touche Experience January 2008 - May 2008
Job Senior Internal Auditor at Lehigh Hanson
Industry Accounting
Experience
Lehigh Hanson/HeidelbergCement Group October 2013 - Present
GM Financial/AmeriCredit April 2011 - October 2013
David O Agbuduta CPA May 2008 - April 2011
Deloitte & Touche January 2008 - May 2008
Pickens Snodgrass Koch LLP (PSK) February 2006 - November 2006
Skills
Audit, Accounting, Financial Reporting, Tax, Preparation, Payroll, Internal Audit, Auditing, Financial Statements, Internal Controls, GAAP, Financial Audits, Sarbanes-Oxley Act, Variance Analysis, Account Reconciliation, Access, Finance, General Ledger
Education
The University of Texas at Arlington 2004 — 2007
Bachelors, Accounting
Baylor University - Hankamer School of Business 2003 — 2004
Accounting
Baylor University - Hankamer School of Business 2003 — 2004
Accounting
Lehigh Hanson/HeidelbergCement Group October 2013 - Present
GM Financial/AmeriCredit April 2011 - October 2013
David O Agbuduta CPA May 2008 - April 2011
Deloitte & Touche January 2008 - May 2008
Pickens Snodgrass Koch LLP (PSK) February 2006 - November 2006
Skills
Audit, Accounting, Financial Reporting, Tax, Preparation, Payroll, Internal Audit, Auditing, Financial Statements, Internal Controls, GAAP, Financial Audits, Sarbanes-Oxley Act, Variance Analysis, Account Reconciliation, Access, Finance, General Ledger
Education
The University of Texas at Arlington 2004 — 2007
Bachelors, Accounting
Baylor University - Hankamer School of Business 2003 — 2004
Accounting
Baylor University - Hankamer School of Business 2003 — 2004
Accounting
Janice Kelliher's Deloitte & Touche Experience 1985 - 1990
Job CFO &Treasurer at TechTarget
Industry Accounting
Experience
TechTarget, Inc. "TTGT" NASDAQ May 2012 - Present
TechCFO LLC October 2009 - June 2012
Accounting Management Solutions, Inc. May 2006 - May 2009
The Harder Group & Portfolio Cos. March 1993 - June 2001
American Student Assistance 1990 - 1993
Deloitte & Touche 1985 - 1990
RCA 1984 - 1985
Skills
Financial Reporting, Revenue Recognition, Venture Capital, Financial Analysis, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., SEC filings, Strategic Planning, Internal Controls, Start-ups, Financial Modeling, Management, Due Diligence, GAAP, Private Equity, Forecasting, Acquisition Integration, CPA, Auditing, Managerial Finance
Education
Bentley University
Bachelor of Science (BS), Accounting
TechTarget, Inc. "TTGT" NASDAQ May 2012 - Present
TechCFO LLC October 2009 - June 2012
Accounting Management Solutions, Inc. May 2006 - May 2009
The Harder Group & Portfolio Cos. March 1993 - June 2001
American Student Assistance 1990 - 1993
Deloitte & Touche 1985 - 1990
RCA 1984 - 1985
Skills
Financial Reporting, Revenue Recognition, Venture Capital, Financial Analysis, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., SEC filings, Strategic Planning, Internal Controls, Start-ups, Financial Modeling, Management, Due Diligence, GAAP, Private Equity, Forecasting, Acquisition Integration, CPA, Auditing, Managerial Finance
Education
Bentley University
Bachelor of Science (BS), Accounting
Kenneth Garner Kenneth Garner's Deloitte & Touche Experience 1998 - 2001
Job Tax Executive Director specializing in Healthcare at EY
Industry Accounting
Experience
Ernst & Young November 2008 - Present
Deloitte Tax August 1992 - October 2008
Deloitte & Touche 1998 - 2001
Deloitte August 1992 - September 1998
Skills
Tax, Accounting, Public Speaking, Leadership Development, Board of Director..., Non-profits, Tax Law, Healthcare, Corporate Tax, Private Foundations, Municipal Bonds, Nonprofits, Auditing, Leadership, Internal Controls, Policy, Tax Research, Finance, US GAAP, Tax Accounting, SEC filings, CPA, International Tax, GAAP, Income Tax, Big 4, Tax Returns, External Audit, Sarbanes-Oxley Act, Tax Advisory
Education
Baylor University - Hankamer School of Business 1991 — 1992
Master's Degree, Tax Law/Taxation
Lubbock Christian University 1987 — 1991
Bachelor's Degree, Accounting and Computer Science, Graduated Suma Cum Laude
Carlsbad High School 1984 — 1987
Ernst & Young November 2008 - Present
Deloitte Tax August 1992 - October 2008
Deloitte & Touche 1998 - 2001
Deloitte August 1992 - September 1998
Skills
Tax, Accounting, Public Speaking, Leadership Development, Board of Director..., Non-profits, Tax Law, Healthcare, Corporate Tax, Private Foundations, Municipal Bonds, Nonprofits, Auditing, Leadership, Internal Controls, Policy, Tax Research, Finance, US GAAP, Tax Accounting, SEC filings, CPA, International Tax, GAAP, Income Tax, Big 4, Tax Returns, External Audit, Sarbanes-Oxley Act, Tax Advisory
Education
Baylor University - Hankamer School of Business 1991 — 1992
Master's Degree, Tax Law/Taxation
Lubbock Christian University 1987 — 1991
Bachelor's Degree, Accounting and Computer Science, Graduated Suma Cum Laude
Carlsbad High School 1984 — 1987
Gloria McKnight, CPA's Deloitte & Touche Experience September 2009 - August 2011
Job Experienced Senior Accountant
Industry Accounting
Experience
Philips Lighting June 2015 - Present
Novocure Inc. July 2014 - May 2015
Energizer May 2013 - May 2014
Deloitte August 2012 - May 2013
Deloitte Tax LLP August 2011 - August 2012
Deloitte & Touche September 2009 - August 2011
Skills
US GAAP, Auditing, SEC filings, Tax, SOX Compliancy, SAP, Hyperion HFM, Hyperion Enterprise, Hyperion Planning, Financial Reporting, Financial Analysis, General Ledger, GAAP, Accounting, CPA, Finance, Financial Accounting, Financial Modeling, Internal Controls, SEC Filings, Sarbanes-Oxley Act
Education
Bentley University 2009 — 2012
Master of Science (M.S.)
Bentley University
Bachelor of Science
The Americas Bicultural School
High School
Philips Lighting June 2015 - Present
Novocure Inc. July 2014 - May 2015
Energizer May 2013 - May 2014
Deloitte August 2012 - May 2013
Deloitte Tax LLP August 2011 - August 2012
Deloitte & Touche September 2009 - August 2011
Skills
US GAAP, Auditing, SEC filings, Tax, SOX Compliancy, SAP, Hyperion HFM, Hyperion Enterprise, Hyperion Planning, Financial Reporting, Financial Analysis, General Ledger, GAAP, Accounting, CPA, Finance, Financial Accounting, Financial Modeling, Internal Controls, SEC Filings, Sarbanes-Oxley Act
Education
Bentley University 2009 — 2012
Master of Science (M.S.)
Bentley University
Bachelor of Science
The Americas Bicultural School
High School
Abigail Mathews Abigail Mathews's Deloitte & Touche Experience January 2014 - February 2014
Job Audit Senior Assistant at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche LLP September 2014 - Present
Deloitte & Touche January 2014 - February 2014
Deloitte & Touche June 2013 - August 2013
Bentley University January 2011 - May 2013
Samet & Company February 2013 - April 2013
Wolf & Company, P.C. June 2012 - August 2012
Skills
Analysis, Auditing, Accounts Payable, Internal Controls, Management, Accounts Receivable, Internal Audit, Accounting, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Accounting
Bentley University 2009 — 2012
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2011 — 2011
Study Abroad
Deloitte & Touche LLP September 2014 - Present
Deloitte & Touche January 2014 - February 2014
Deloitte & Touche June 2013 - August 2013
Bentley University January 2011 - May 2013
Samet & Company February 2013 - April 2013
Wolf & Company, P.C. June 2012 - August 2012
Skills
Analysis, Auditing, Accounts Payable, Internal Controls, Management, Accounts Receivable, Internal Audit, Accounting, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Accounting
Bentley University 2009 — 2012
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2011 — 2011
Study Abroad
Ryan P. Noyes, CPA Ryan P. Noyes, CPA's Deloitte & Touche Experience June 2005 - June 2008
Job Director of Technical Accounting at Ashford Hospitality Trust
Industry Accounting
Experience
Ashford Inc. May 2014 - Present
Dr Pepper Snapple Group August 2011 - May 2014
Dr Pepper Snapple Group December 2010 - August 2011
Dr Pepper Snapple Group June 2008 - December 2010
Deloitte & Touche June 2005 - June 2008
Skills
Financial Statements, Internal Controls, SEC filings, GAAP, US GAAP, Financial Reporting, Auditing, Accounting, Budgets, Sarbanes-Oxley Act, Sarbanes-Oxley, Variance Analysis, Finance, Analysis, XBRL, WebFilings
Education
Baylor University - Hankamer School of Business 2000 — 2005
Bachelor's and Master's, Accounting
Ashford Inc. May 2014 - Present
Dr Pepper Snapple Group August 2011 - May 2014
Dr Pepper Snapple Group December 2010 - August 2011
Dr Pepper Snapple Group June 2008 - December 2010
Deloitte & Touche June 2005 - June 2008
Skills
Financial Statements, Internal Controls, SEC filings, GAAP, US GAAP, Financial Reporting, Auditing, Accounting, Budgets, Sarbanes-Oxley Act, Sarbanes-Oxley, Variance Analysis, Finance, Analysis, XBRL, WebFilings
Education
Baylor University - Hankamer School of Business 2000 — 2005
Bachelor's and Master's, Accounting
Christopher Liptrot's Deloitte & Touche Experience September 2009 - Present
Job Audit Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2009 - Present
Skills
External Audit, Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Big 4, Financial Reporting, SEC filings, Assurance, Financial Accounting, GAAP, Financial Audits, Accounting, Consolidation, Tax, CPA, Financial Analysis, Corporate Tax
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Masters, Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Corporate Finance & Accounting
Deloitte & Touche September 2009 - Present
Skills
External Audit, Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Big 4, Financial Reporting, SEC filings, Assurance, Financial Accounting, GAAP, Financial Audits, Accounting, Consolidation, Tax, CPA, Financial Analysis, Corporate Tax
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Masters, Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Corporate Finance & Accounting
Charlie Newdorf's Deloitte & Touche Experience 1977 - 1981
Job President Touchstone Business Strategies, LLC
Industry Management Consulting
Experience
Touchstone Business Strategies, LLC 2006 - Present
Trident Consulting Group 1999 - 2005
Altman & Company 1990 - 1998
Papertech Corporation/Hoague Sprague 1986 - 1990
The Systems Group, Inc. 1983 - 1986
Office of Legislative Budget Assistant - State of NH 1981 - 1982
Deloitte & Touche 1977 - 1981
Skills
Mergers & Acquisitions, Business Brokerage, Exit Planning, Business Valuation, Business Planning, Strategic Planning, Management Consulting, Due Diligence, Transaction Management, Financial Analysis, Financial Modeling, Crisis Management, Turnaround Management, Debt Restructuring, Debt Refinancing
Education
Bentley University
Bachelor of Science (B.S.), Accounting, Highest Honors
Bentley University 1977 — 1981
Touchstone Business Strategies, LLC 2006 - Present
Trident Consulting Group 1999 - 2005
Altman & Company 1990 - 1998
Papertech Corporation/Hoague Sprague 1986 - 1990
The Systems Group, Inc. 1983 - 1986
Office of Legislative Budget Assistant - State of NH 1981 - 1982
Deloitte & Touche 1977 - 1981
Skills
Mergers & Acquisitions, Business Brokerage, Exit Planning, Business Valuation, Business Planning, Strategic Planning, Management Consulting, Due Diligence, Transaction Management, Financial Analysis, Financial Modeling, Crisis Management, Turnaround Management, Debt Restructuring, Debt Refinancing
Education
Bentley University
Bachelor of Science (B.S.), Accounting, Highest Honors
Bentley University 1977 — 1981
Ramine Bigdeliazari, CPA's Deloitte & Touche Experience September 2012 - June 2015
Job Analyst Business Architecture and Change Management at Goldman Sachs
Industry Banking
Experience
Goldman Sachs June 2015 - Present
Deloitte & Touche September 2012 - June 2015
Deloitte June 2010 - August 2010
Apple January 2010 - May 2010
Skills
Risk Analysis, Risk Assessment, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Auditing, Competitive Analysis, Analytics, Strategy, Risk Management, Financial Analysis, Enterprise Risk..., Market Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Accounting
Bentley University 2007 — 2011
Bachelor of Science (BS), Accounting
Goldman Sachs June 2015 - Present
Deloitte & Touche September 2012 - June 2015
Deloitte June 2010 - August 2010
Apple January 2010 - May 2010
Skills
Risk Analysis, Risk Assessment, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Auditing, Competitive Analysis, Analytics, Strategy, Risk Management, Financial Analysis, Enterprise Risk..., Market Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Accounting
Bentley University 2007 — 2011
Bachelor of Science (BS), Accounting
Andrew Coombs, CPA, MST's Deloitte & Touche Experience October 2010 - July 2012
Job Financial Reporting at Starwood Capital Group
Industry Accounting
Experience
Starwood Capital Group September 2015 - Present
EY October 2013 - September 2015
Deloitte July 2012 - October 2013
Deloitte & Touche October 2010 - July 2012
Siemens June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Tax Accounting, Tax, Forensic Accounting, Corporate Finance, Forecasting, Corporate Tax, Financial Accounting, Accounts Payable, Accounting, Auditing, Finance, Due Diligence, GAAP, SAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, SEC filings, Internal Controls, Tax Research, CPA, Income Tax, Big 4, Tax Advisory, Internal Audit, External Audit, IFRS, Financial Statements, Transfer Pricing, International Tax, SEC Filings
Education
Bentley University 2009 — 2010
Masters, Masters in Taxation, Graduated: 3.5 GPA
Loyola University of Chicago 2006 — 2009
BBA, Accounting
Portsmouth Abbey School(high school)
Starwood Capital Group September 2015 - Present
EY October 2013 - September 2015
Deloitte July 2012 - October 2013
Deloitte & Touche October 2010 - July 2012
Siemens June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Tax Accounting, Tax, Forensic Accounting, Corporate Finance, Forecasting, Corporate Tax, Financial Accounting, Accounts Payable, Accounting, Auditing, Finance, Due Diligence, GAAP, SAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, SEC filings, Internal Controls, Tax Research, CPA, Income Tax, Big 4, Tax Advisory, Internal Audit, External Audit, IFRS, Financial Statements, Transfer Pricing, International Tax, SEC Filings
Education
Bentley University 2009 — 2010
Masters, Masters in Taxation, Graduated: 3.5 GPA
Loyola University of Chicago 2006 — 2009
BBA, Accounting
Portsmouth Abbey School(high school)
Dante Mancini, CPA Dante Mancini, CPA's Deloitte & Touche Experience February 2015 - Present
Job Senior Consultant AERS Advisory group at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche February 2015 - Present
Wellington Management Company June 2011 - February 2014
Bentley University September 2009 - May 2011
Food Should Taste Good September 2010 - December 2010
Ameriprise Financial June 2010 - August 2010
Naturopathica June 2010 - August 2010
Naturopathica Holistic Health June 2010 - August 2010
Ameriprise Financial Services, Private Wealth Management June 2010 - August 2010
Staples March 2009 - May 2010
Ameriprise Financial September 2009 - March 2010
Skills
Finance, Financial Accounting, Accounting, Financial Statements, Tax, Payroll, Budgets, Mergers & Acquisitions, Management, Account Reconciliation, Fixed Assets, Financial Analysis, Financial Reporting, Microsoft Office
Education
Bentley University 2007 — 2011
BS, Corporate Finance and Accounting, 3.5
Suffolk University 2012 — 2015
MBA and MSA, Accounting and Finance, 3.8
Syosset Senior High School 2003 — 2007
Syosset High School
Deloitte & Touche February 2015 - Present
Wellington Management Company June 2011 - February 2014
Bentley University September 2009 - May 2011
Food Should Taste Good September 2010 - December 2010
Ameriprise Financial June 2010 - August 2010
Naturopathica June 2010 - August 2010
Naturopathica Holistic Health June 2010 - August 2010
Ameriprise Financial Services, Private Wealth Management June 2010 - August 2010
Staples March 2009 - May 2010
Ameriprise Financial September 2009 - March 2010
Skills
Finance, Financial Accounting, Accounting, Financial Statements, Tax, Payroll, Budgets, Mergers & Acquisitions, Management, Account Reconciliation, Fixed Assets, Financial Analysis, Financial Reporting, Microsoft Office
Education
Bentley University 2007 — 2011
BS, Corporate Finance and Accounting, 3.5
Suffolk University 2012 — 2015
MBA and MSA, Accounting and Finance, 3.8
Syosset Senior High School 2003 — 2007
Syosset High School
Gregory Crossan, CPA, MBA's Deloitte & Touche Experience August 1995 - September 2001
Job Global Tax Director at Bose Corporation
Industry Accounting
Experience
Bose Corporation September 2014 - Present
Consulting June 2014 - September 2014
TripAdvisor May 2012 - May 2013
Bruker Corporation (Formally Bruker Biosciences) March 2007 - April 2012
Instron Corporation October 2004 - October 2006
Fisher Scientific 2003 - 2004
InterGen 2001 - 2003
Deloitte & Touche August 1995 - September 2001
The Boston Company 1994 - 1995
State Street Bank and Trust 1992 - 1994
Skills
Tax, Accounting, International Tax, Corporate Tax, Tax Accounting, SEC filings, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Management, Sarbanes-Oxley Act, US GAAP, Financial Reporting, GAAP, Tax Research, Tax Returns, Big 4, CPA, SEC Filings
Education
Bentley University 2003 — 2009
Master of Business Administration (M.B.A.)
Bentley University 1989 — 1992
BS, Accountancy
Bose Corporation September 2014 - Present
Consulting June 2014 - September 2014
TripAdvisor May 2012 - May 2013
Bruker Corporation (Formally Bruker Biosciences) March 2007 - April 2012
Instron Corporation October 2004 - October 2006
Fisher Scientific 2003 - 2004
InterGen 2001 - 2003
Deloitte & Touche August 1995 - September 2001
The Boston Company 1994 - 1995
State Street Bank and Trust 1992 - 1994
Skills
Tax, Accounting, International Tax, Corporate Tax, Tax Accounting, SEC filings, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Management, Sarbanes-Oxley Act, US GAAP, Financial Reporting, GAAP, Tax Research, Tax Returns, Big 4, CPA, SEC Filings
Education
Bentley University 2003 — 2009
Master of Business Administration (M.B.A.)
Bentley University 1989 — 1992
BS, Accountancy
Margaret Corini Margaret Corini's Deloitte & Touche Experience 1987 - 1991
Job Store Director at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. 2011 - Present
Tiffany & Co. 2007 - August 2011
Tiffany & Co. 2005 - 2007
Tiffany & Co. 2003 - 2005
Tiffany & Co. 1999 - 2003
Tiffany & Co. 1997 - 1999
Tiffany & Co. 1995 - 1997
Tiffany & Co. 1994 - 1995
Bernard Chaus 1991 - 1994
Deloitte & Touche 1987 - 1991
Skills
Merchandising, Retail, Luxury Goods, Apparel, Assortment, Brand Development, Business Planning, Competitive Analysis, Cross-functional Team..., Customer Experience, Diamonds, E-commerce, Fashion, Inventory Management, Jewelry, Leadership, Luxury, Management, Operations Management, POS, Pricing, Product Development, Profit, Retail Sales, Sales, Store Management, Store Setup, Team Building, Trend Analysis, Watches, Wholesale, Brand Management, Loss Prevention, Marketing Strategy, Recruiting, Store Operations, Strategy, Visual Merchandising, Forecasting, Sales Management, Hiring, Inventory Control, P&L Management, Market Research, Customer Service, Styling, Merchandise Planning, Marketing, Training, Budgets
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
BS, Accounting
Becker College 1983 — 1985
AS, Computer Science
Chariho High School 1980 — 1983
Tiffany & Co. 2011 - Present
Tiffany & Co. 2007 - August 2011
Tiffany & Co. 2005 - 2007
Tiffany & Co. 2003 - 2005
Tiffany & Co. 1999 - 2003
Tiffany & Co. 1997 - 1999
Tiffany & Co. 1995 - 1997
Tiffany & Co. 1994 - 1995
Bernard Chaus 1991 - 1994
Deloitte & Touche 1987 - 1991
Skills
Merchandising, Retail, Luxury Goods, Apparel, Assortment, Brand Development, Business Planning, Competitive Analysis, Cross-functional Team..., Customer Experience, Diamonds, E-commerce, Fashion, Inventory Management, Jewelry, Leadership, Luxury, Management, Operations Management, POS, Pricing, Product Development, Profit, Retail Sales, Sales, Store Management, Store Setup, Team Building, Trend Analysis, Watches, Wholesale, Brand Management, Loss Prevention, Marketing Strategy, Recruiting, Store Operations, Strategy, Visual Merchandising, Forecasting, Sales Management, Hiring, Inventory Control, P&L Management, Market Research, Customer Service, Styling, Merchandise Planning, Marketing, Training, Budgets
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
BS, Accounting
Becker College 1983 — 1985
AS, Computer Science
Chariho High School 1980 — 1983
Vin Phan, CPA Vin Phan, CPA's Deloitte & Touche Experience October 2007 - June 2010
Job Healthcare M&A Transaction Advisor
Industry Management Consulting
Experience
Alvarez & Marsal September 2015 - Present
Ernst & Young June 2010 - September 2015
Deloitte & Touche October 2007 - June 2010
Skills
Due Diligence, Mergers, Healthcare, Big 4, IFRS, Acquisitions, Financial Audits, Business Valuation, Internal Audit, Tax, Assurance, Financial Modeling, Mergers & Acquisitions
Education
Belmont University - Jack C. Massey Graduate School of Business 2006 — 2007
Masters of Accountancy, Accounting
Belmont University 2002 — 2006
Bachelors of Business Administration, Accounting
Alvarez & Marsal September 2015 - Present
Ernst & Young June 2010 - September 2015
Deloitte & Touche October 2007 - June 2010
Skills
Due Diligence, Mergers, Healthcare, Big 4, IFRS, Acquisitions, Financial Audits, Business Valuation, Internal Audit, Tax, Assurance, Financial Modeling, Mergers & Acquisitions
Education
Belmont University - Jack C. Massey Graduate School of Business 2006 — 2007
Masters of Accountancy, Accounting
Belmont University 2002 — 2006
Bachelors of Business Administration, Accounting
Jasmine Song's Deloitte & Touche Experience July 2000 - November 2009
Job Senior Accounting & Taxation Specialist
Industry Financial Services
Experience
MNP January 2015 - Present
Tandem Accounting Group Ltd. January 2012 - January 2015
Origami Office June 2011 - December 2014
Deloitte & Touche July 2000 - November 2009
Skills
Accounting, Audit, IFRS, Consolidation, Financial Reporting, Internal Controls, Tax, SOX, Auditing, Financial Accounting, Assurance, External Audit, US GAAP, Corporate Tax, Internal Audit
Education
Vancouver Community College 2011 — 2011
Beijing University of Technology 1996 — 2000
B.D in Accounting, Accounting
MNP January 2015 - Present
Tandem Accounting Group Ltd. January 2012 - January 2015
Origami Office June 2011 - December 2014
Deloitte & Touche July 2000 - November 2009
Skills
Accounting, Audit, IFRS, Consolidation, Financial Reporting, Internal Controls, Tax, SOX, Auditing, Financial Accounting, Assurance, External Audit, US GAAP, Corporate Tax, Internal Audit
Education
Vancouver Community College 2011 — 2011
Beijing University of Technology 1996 — 2000
B.D in Accounting, Accounting
Damien Browne, CPA CIA's Deloitte & Touche Experience September 2009 - February 2011
Job Financial Controller at Allied Minds
Industry Accounting
Experience
Allied Minds May 2014 - Present
Danaher Sensors and Controls June 2013 - May 2014
EMC February 2011 - May 2013
Deloitte & Touche September 2009 - February 2011
Deloitte & Touche August 2007 - August 2009
Weston Golf Club August 2006 - August 2007
Bentley College Res Life January 2005 - May 2007
Skills
Internal Controls, Sarbanes-Oxley, Internal Audit, SEC filings, Accounting, Finance, Financial Reporting, Auditing, Risk Assessment, Consolidation, External Audit, Accounts Payable, Sarbanes-Oxley Act, CPA, IFRS, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MSA, Accounting
Bentley University 2003 — 2007
BS, Corporate Finance and Accounting
Allied Minds May 2014 - Present
Danaher Sensors and Controls June 2013 - May 2014
EMC February 2011 - May 2013
Deloitte & Touche September 2009 - February 2011
Deloitte & Touche August 2007 - August 2009
Weston Golf Club August 2006 - August 2007
Bentley College Res Life January 2005 - May 2007
Skills
Internal Controls, Sarbanes-Oxley, Internal Audit, SEC filings, Accounting, Finance, Financial Reporting, Auditing, Risk Assessment, Consolidation, External Audit, Accounts Payable, Sarbanes-Oxley Act, CPA, IFRS, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MSA, Accounting
Bentley University 2003 — 2007
BS, Corporate Finance and Accounting
Brady Kilpper Brady Kilpper's Deloitte & Touche Experience January 1998 - March 2004
Job Director at Mount Kellett Capital
Industry Venture Capital & Private Equity
Experience
Mount Kellett Capital October 2014 - Present
Hillwood April 2013 - September 2014
TPG Capital January 2012 - December 2012
TPG Capital October 2010 - December 2011
TPG Capital March 2004 - September 2010
Deloitte & Touche January 1998 - March 2004
Citizens, Inc. May 1995 - December 1997
Skills
Private Equity, Auditing, Insurance, Accounting, Financial Reporting, Finance, Analysis, Financial Statements, Tax, Payroll, Asset Management, Investments, Due Diligence, US GAAP, Management
Education
Baylor University - Hankamer School of Business 1990 — 1995
Bachelor of Business Administration (BBA), Accounting & Economics
Mount Kellett Capital October 2014 - Present
Hillwood April 2013 - September 2014
TPG Capital January 2012 - December 2012
TPG Capital October 2010 - December 2011
TPG Capital March 2004 - September 2010
Deloitte & Touche January 1998 - March 2004
Citizens, Inc. May 1995 - December 1997
Skills
Private Equity, Auditing, Insurance, Accounting, Financial Reporting, Finance, Analysis, Financial Statements, Tax, Payroll, Asset Management, Investments, Due Diligence, US GAAP, Management
Education
Baylor University - Hankamer School of Business 1990 — 1995
Bachelor of Business Administration (BBA), Accounting & Economics
Karissa Gilbert Karissa Gilbert's Deloitte & Touche Experience September 2003 - June 2007
Job Director of Internal Audit at Ignite Restaurant Group
Industry Restaurants
Experience
Ignite Restaurant Group September 2012 - Present
PrimeSource Building Products March 2011 - September 2012
DynCorp International August 2009 - March 2011
DynCorp International July 2007 - August 2009
Deloitte & Touche September 2003 - June 2007
Texas Life Insurance June 1999 - May 2003
Skills
SOX, Audit, Accounting, Internal Controls, Internal Audit, Compliance, Auditing, Sarbanes-Oxley Act, Risk Assessment, Business Process, Financial Reporting, Process Improvement, GAAP, External Audit, Sarbanes-Oxley, Financial Analysis, US GAAP, Enterprise Risk...
Education
Baylor University - Hankamer School of Business 1999 — 2003
BBA and MACC, Accounting
Ignite Restaurant Group September 2012 - Present
PrimeSource Building Products March 2011 - September 2012
DynCorp International August 2009 - March 2011
DynCorp International July 2007 - August 2009
Deloitte & Touche September 2003 - June 2007
Texas Life Insurance June 1999 - May 2003
Skills
SOX, Audit, Accounting, Internal Controls, Internal Audit, Compliance, Auditing, Sarbanes-Oxley Act, Risk Assessment, Business Process, Financial Reporting, Process Improvement, GAAP, External Audit, Sarbanes-Oxley, Financial Analysis, US GAAP, Enterprise Risk...
Education
Baylor University - Hankamer School of Business 1999 — 2003
BBA and MACC, Accounting
Jeff Hazelrigg Jeff Hazelrigg's Deloitte & Touche Experience 1986 - 1991
Job Chief Financial Officer at Graco Supply
Industry Transportation/Trucking/Railroad
Experience
Graco Supply September 2011 - Present
Forsythe Transportation, Inc. April 2010 - September 2011
Alan Ritchey, Inc. 2005 - March 2010
New Product Resource Center, Inc. (NPRC) 2001 - 2005
Radica Games 1999 - 2000
Interstate Battery System of America 1997 - 1998
Fairfield Residential 1991 - 1997
Deloitte & Touche 1986 - 1991
Education
Baylor University 1984 — 1985
Master of Taxation, Taxation
Baylor University 1980 — 1984
BBA, Accounting
Graco Supply September 2011 - Present
Forsythe Transportation, Inc. April 2010 - September 2011
Alan Ritchey, Inc. 2005 - March 2010
New Product Resource Center, Inc. (NPRC) 2001 - 2005
Radica Games 1999 - 2000
Interstate Battery System of America 1997 - 1998
Fairfield Residential 1991 - 1997
Deloitte & Touche 1986 - 1991
Education
Baylor University 1984 — 1985
Master of Taxation, Taxation
Baylor University 1980 — 1984
BBA, Accounting
Richard Wulwick Richard Wulwick's Deloitte & Touche Experience 1994 - 1997
Job General Counsel at Paradysz, Inc.
Industry Marketing and Advertising
Experience
Paradysz, Inc. February 2006 - Present
American List Counsel August 2004 - January 2006
Importers Software 2002 - 2004
NextLinx January 2001 - December 2001
KPMG Advisory April 1997 - January 2001
Deloitte & Touche 1994 - 1997
Skills
New Business Development, Management, Marketing, Leadership, International Trade, Contract Negotiation, Strategic Planning, Strategic Partnerships, Strategy, E-commerce, Marketing Strategy, Online Advertising, Digital Marketing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD, Law
University of Michigan 1987 — 1991
BA, Policitical Science
Institute for Shipboard Education -- Semester at Sea 1990 — 1990
Paradysz, Inc. February 2006 - Present
American List Counsel August 2004 - January 2006
Importers Software 2002 - 2004
NextLinx January 2001 - December 2001
KPMG Advisory April 1997 - January 2001
Deloitte & Touche 1994 - 1997
Skills
New Business Development, Management, Marketing, Leadership, International Trade, Contract Negotiation, Strategic Planning, Strategic Partnerships, Strategy, E-commerce, Marketing Strategy, Online Advertising, Digital Marketing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD, Law
University of Michigan 1987 — 1991
BA, Policitical Science
Institute for Shipboard Education -- Semester at Sea 1990 — 1990
Lizzie Arnold Tucker's Deloitte & Touche Experience September 2007 - November 2010
Job Assistant Controller at Basho Technologies, Inc
Industry Accounting
Experience
Basho Technologies, Inc February 2015 - Present
Basho Technologies, Inc April 2014 - January 2015
Old Mutual Asset Management August 2011 - April 2014
Orchard Brands November 2010 - August 2011
Deloitte & Touche September 2007 - November 2010
Skills
Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MS in Accounting, Accounting
Bentley University 2002 — 2006
BS Corporate Finance and Account, Accounting and Finance
Basho Technologies, Inc February 2015 - Present
Basho Technologies, Inc April 2014 - January 2015
Old Mutual Asset Management August 2011 - April 2014
Orchard Brands November 2010 - August 2011
Deloitte & Touche September 2007 - November 2010
Skills
Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MS in Accounting, Accounting
Bentley University 2002 — 2006
BS Corporate Finance and Account, Accounting and Finance
Bobby Harper Bobby Harper's Deloitte & Touche Experience July 2003 - March 2013
Job Senior Director Financial Reporting at Choice Hotels International
Industry Accounting
Experience
Choice Hotels International July 2014 - Present
Deloitte April 2013 - July 2014
Deloitte & Touche July 2003 - March 2013
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, External Audit, GAAP, Sarbanes-Oxley, Consolidation, Auditing, Financial Reporting, Business Valuation, Financial Accounting, Accounting, Financial Analysis, Tax Returns, Income Tax, CPA
Education
Baylor University - Hankamer School of Business 1998 — 2003
BBA/Masters, Accounting/Taxation
Choice Hotels International July 2014 - Present
Deloitte April 2013 - July 2014
Deloitte & Touche July 2003 - March 2013
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, External Audit, GAAP, Sarbanes-Oxley, Consolidation, Auditing, Financial Reporting, Business Valuation, Financial Accounting, Accounting, Financial Analysis, Tax Returns, Income Tax, CPA
Education
Baylor University - Hankamer School of Business 1998 — 2003
BBA/Masters, Accounting/Taxation
Jim Nee Jim Nee's Deloitte & Touche Experience June 2004 - November 2013
Job Senior Manager at EY
Industry Financial Services
Experience
EY December 2013 - Present
Deloitte & Touche June 2004 - November 2013
Boston Financial Data Services 2007 - 2008
IXIS Asset Management Services 1999 - 2003
Natixis Global Associates 1999 - 2003
Natixis 1999 - 2003
Scudder Investments March 1990 - September 1999
Skills
Financial Services, Process Improvement, Operations Management, Risk Management, Call Centers, Mutual Funds, Business Analysis, Business Process..., Business Transformation, Call Center, Vendor Management, Program Management, Mergers & Acquisitions, Change Management, Securities, Project Management, Investments, Asset Management, Hedge Funds, Anti Money Laundering, Management Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1985 — 1990
BA, Economics
Canton High School 1982 — 1985
EY December 2013 - Present
Deloitte & Touche June 2004 - November 2013
Boston Financial Data Services 2007 - 2008
IXIS Asset Management Services 1999 - 2003
Natixis Global Associates 1999 - 2003
Natixis 1999 - 2003
Scudder Investments March 1990 - September 1999
Skills
Financial Services, Process Improvement, Operations Management, Risk Management, Call Centers, Mutual Funds, Business Analysis, Business Process..., Business Transformation, Call Center, Vendor Management, Program Management, Mergers & Acquisitions, Change Management, Securities, Project Management, Investments, Asset Management, Hedge Funds, Anti Money Laundering, Management Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1985 — 1990
BA, Economics
Canton High School 1982 — 1985
Chris Dente Chris Dente's Deloitte & Touche Experience September 1995 - July 1997
Job
Industry Management Consulting
Experience
Ernst & Young January 2008 - Present
Alvarez & Marsal January 2006 - January 2008
Deloitte Consulting February 2000 - January 2006
Nine West Group July 1997 - February 2000
Deloitte & Touche September 1995 - July 1997
Education
Cornell University 2003 — 2005
MBA
Bentley University 1991 — 1995
BS, Accounting
Ernst & Young January 2008 - Present
Alvarez & Marsal January 2006 - January 2008
Deloitte Consulting February 2000 - January 2006
Nine West Group July 1997 - February 2000
Deloitte & Touche September 1995 - July 1997
Education
Cornell University 2003 — 2005
MBA
Bentley University 1991 — 1995
BS, Accounting
Sara Jacobson Sara Jacobson's Deloitte & Touche Experience October 2007 - September 2009
Job Senior Internal Auditor at Deloitte LLP
Industry Accounting
Experience
DaVita Kidney Care March 2015 - Present
Deloitte LLP August 2011 - March 2015
Deloitte LLP September 2009 - August 2011
Deloitte & Touche October 2007 - September 2009
Skills
Accounting, Forecasting, Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Accounting, External Audit, Sarbanes-Oxley, Financial Analysis, Big 4, Finance, Microsoft Excel, Microsoft Office, Financial Audits, IFRS, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 2006 — 2007
MAcc, Accounting
Belmont University 2002 — 2006
BBA, Accounting
Glenbard West High School 1998 — 2002
DaVita Kidney Care March 2015 - Present
Deloitte LLP August 2011 - March 2015
Deloitte LLP September 2009 - August 2011
Deloitte & Touche October 2007 - September 2009
Skills
Accounting, Forecasting, Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Accounting, External Audit, Sarbanes-Oxley, Financial Analysis, Big 4, Finance, Microsoft Excel, Microsoft Office, Financial Audits, IFRS, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 2006 — 2007
MAcc, Accounting
Belmont University 2002 — 2006
BBA, Accounting
Glenbard West High School 1998 — 2002
Shelly May Shelly May's Deloitte & Touche Experience August 1990 - April 1994
Job Mng Member at Moseley Properties Group LLC
Industry Restaurants
Experience
Moseley Partners LLC January 2004 - Present
TEPPCO GP, Inc January 2002 - March 2007
Enron April 1994 - August 2000
Deloitte & Touche August 1990 - April 1994
Skills
Microsoft Office, Microsoft Excel, Contract Negotiation, Accounting, PowerPoint, Financial Reporting
Education
Baylor University 1986 — 1990
Bachelor of Science (BS), Accounting
Moseley Partners LLC January 2004 - Present
TEPPCO GP, Inc January 2002 - March 2007
Enron April 1994 - August 2000
Deloitte & Touche August 1990 - April 1994
Skills
Microsoft Office, Microsoft Excel, Contract Negotiation, Accounting, PowerPoint, Financial Reporting
Education
Baylor University 1986 — 1990
Bachelor of Science (BS), Accounting
Alia Breitengross Alia Breitengross's Deloitte & Touche Experience September 2010 - November 2013
Job Talent Acquisition, Best Practices & Innovation at Deloitte
Industry Human Resources
Experience
Deloitte November 2013 - Present
Deloitte & Touche September 2010 - November 2013
Deloitte & Touche March 2007 - September 2010
Deloitte & Touche September 2003 - April 2007
Skills
Big 4
Education
University of Connecticut 2003 — 2004
Masters, Accounting
Bentley University 1999 — 2003
Bachelors, Accounting
Deloitte November 2013 - Present
Deloitte & Touche September 2010 - November 2013
Deloitte & Touche March 2007 - September 2010
Deloitte & Touche September 2003 - April 2007
Skills
Big 4
Education
University of Connecticut 2003 — 2004
Masters, Accounting
Bentley University 1999 — 2003
Bachelors, Accounting
David Ratliff's Deloitte & Touche Experience March 2004 - October 2008
Job Finance and Accounting Professional
Industry Oil & Energy
Experience
DAJBR Enterprises LLC August 2015 - Present
HireGenics, Inc. September 2014 - August 2015
Macquarie Energy LLC March 2010 - April 2014
Calpine Corporation October 2008 - March 2010
Deloitte & Touche March 2004 - October 2008
Enron Energy Services September 2001 - March 2004
PriceWaterhouseCoopers March 2000 - May 2001
US Legal Support Inc. October 1997 - January 2000
Ernst & Young December 1996 - October 1997
Arthur Andersen January 1995 - December 1996
Skills
Accounting, Commodity Markets, Financial Risk, Finance, Sarbanes-Oxley, Financial Reporting, Sarbanes-Oxley Act, Commodity Risk..., Due Diligence, Derivatives, Risk Management, Treasury Management, Hedge Accounting, Strategic Financial..., Financial Planning, Technical Accounting, Energy Trading, Internal Controls, Consolidation, Financial Audits, Portfolio Management, Energy, Energy Markets, Power Markets, Natural Gas Trading, Oil & Gas Exploration, Financial Analysis, Financial Statements, Auditing, Process Flow..., SEC Financial Reporting, SEC Filings
Education
Baylor University 1991 — 1995
BBA, Accounting
AGS 1990 — 1990
DAJBR Enterprises LLC August 2015 - Present
HireGenics, Inc. September 2014 - August 2015
Macquarie Energy LLC March 2010 - April 2014
Calpine Corporation October 2008 - March 2010
Deloitte & Touche March 2004 - October 2008
Enron Energy Services September 2001 - March 2004
PriceWaterhouseCoopers March 2000 - May 2001
US Legal Support Inc. October 1997 - January 2000
Ernst & Young December 1996 - October 1997
Arthur Andersen January 1995 - December 1996
Skills
Accounting, Commodity Markets, Financial Risk, Finance, Sarbanes-Oxley, Financial Reporting, Sarbanes-Oxley Act, Commodity Risk..., Due Diligence, Derivatives, Risk Management, Treasury Management, Hedge Accounting, Strategic Financial..., Financial Planning, Technical Accounting, Energy Trading, Internal Controls, Consolidation, Financial Audits, Portfolio Management, Energy, Energy Markets, Power Markets, Natural Gas Trading, Oil & Gas Exploration, Financial Analysis, Financial Statements, Auditing, Process Flow..., SEC Financial Reporting, SEC Filings
Education
Baylor University 1991 — 1995
BBA, Accounting
AGS 1990 — 1990
Donald R. Sandler CPA MST Donald R. Sandler CPA MST's Deloitte & Touche Experience July 1984 - June 1987
Job Audit and tax services
Industry Accounting
Experience
Sandler & Company ( Cayman ) March 2011 - Present
Sandler & Company, P.C. October 1991 - Present
Gold, Kolovson & Company, P.C. July 1987 - October 1991
Deloitte & Touche July 1984 - June 1987
Skills
Hedge Funds, Fund Of Funds, Accounting, Auditing, Management Consulting, Alternative Investments, Private Equity, Asset Managment, Investment Strategies, Investor Relations, Derivatives, Equities, Securities, External Audit, Investments, Mutual Funds, Options, Asset Management, Tax, Funding, Investment Management, Financial Services, Analysis, Corporate Law, High Net Worth..., Business Valuation, Tax Accounting, Corporate Finance, Due Diligence, Tax Preparation, Restructuring, Strategic Financial..., Mergers & Acquisitions, Partnership Taxation, Corporate Tax, Corporate Governance, CPA, Financial Planning
Education
Bentley University 1986 — 1988
MST, Taxation and Accounting
Bryant University 1978 — 1982
BS, Accounting
Sandler & Company ( Cayman ) March 2011 - Present
Sandler & Company, P.C. October 1991 - Present
Gold, Kolovson & Company, P.C. July 1987 - October 1991
Deloitte & Touche July 1984 - June 1987
Skills
Hedge Funds, Fund Of Funds, Accounting, Auditing, Management Consulting, Alternative Investments, Private Equity, Asset Managment, Investment Strategies, Investor Relations, Derivatives, Equities, Securities, External Audit, Investments, Mutual Funds, Options, Asset Management, Tax, Funding, Investment Management, Financial Services, Analysis, Corporate Law, High Net Worth..., Business Valuation, Tax Accounting, Corporate Finance, Due Diligence, Tax Preparation, Restructuring, Strategic Financial..., Mergers & Acquisitions, Partnership Taxation, Corporate Tax, Corporate Governance, CPA, Financial Planning
Education
Bentley University 1986 — 1988
MST, Taxation and Accounting
Bryant University 1978 — 1982
BS, Accounting
Tanya Protasenya Tanya Protasenya's Deloitte & Touche Experience June 2007 - April 2011
Job Senior Accountant at Amsted Rail Inc
Industry Mechanical or Industrial Engineering
Experience
Amsted Rail Inc November 2014 - Present
Amsted Industries September 2013 - November 2014
Amsted Industries November 2011 - September 2013
Deloitte & Touche June 2007 - April 2011
Skills
Internal Controls, IFRS, Big 4, Auditing, US GAAP, External Audit, Internal Audit, Accounting, Financial Accounting, Consolidation, GAAP, Sarbanes-Oxley, Financial Reporting, Assurance
Education
Belarusian State Economic University 2003 — 2008
International Economics
Amsted Rail Inc November 2014 - Present
Amsted Industries September 2013 - November 2014
Amsted Industries November 2011 - September 2013
Deloitte & Touche June 2007 - April 2011
Skills
Internal Controls, IFRS, Big 4, Auditing, US GAAP, External Audit, Internal Audit, Accounting, Financial Accounting, Consolidation, GAAP, Sarbanes-Oxley, Financial Reporting, Assurance
Education
Belarusian State Economic University 2003 — 2008
International Economics
Jennifer Popescu, CPA Jennifer Popescu, CPA's Deloitte & Touche Experience February 1998 - June 1999
Job EVP, Corporate Development North America/CFO at Mediclim, S.R.L.
Industry Hospital & Health Care
Experience
Mediclim, S.R.L. March 2011 - Present
The Wills Group March 2007 - May 2011
Kastle Systems March 2000 - February 2007
Kastle Systems March 2000 - October 2002
LifeMinders.com June 1999 - March 2000
Deloitte & Touche February 1998 - June 1999
Iridium September 1994 - January 1997
Skills
Financial Reporting, Contract Negotiation, Mergers, Internal Controls, Cash Management, Tax, Compliance, Accounting, Risk Management, Budgeting, Financial Management, Strategic Planning, Financial Analysis, Business Planning, Due Diligence, Business Strategy, Planning, Negotiation, Forecasting, Process Improvement, Financial Planning, Change Management, Excel, Analysis, Quickbooks, Corporate Finance, Team Building, Process Engineering, SEC reporting, Auditing, Problem Solving, Microsoft Office, Internal Audit, Restructuring, Cash Flow, Financial Modeling, Start-ups, PowerPoint, Contract Management, Supply Chain Management, Valuation, Business Analysis, Mentoring, Customer Service, Access, Private Equity, Consolidation, IPO, Divestitures, Joint Ventures
Education
Benedictine University
MBA, Leadership, 3.93
George Mason University - School of Management
BS, Accounting/MIS, 3.98
Mediclim, S.R.L. March 2011 - Present
The Wills Group March 2007 - May 2011
Kastle Systems March 2000 - February 2007
Kastle Systems March 2000 - October 2002
LifeMinders.com June 1999 - March 2000
Deloitte & Touche February 1998 - June 1999
Iridium September 1994 - January 1997
Skills
Financial Reporting, Contract Negotiation, Mergers, Internal Controls, Cash Management, Tax, Compliance, Accounting, Risk Management, Budgeting, Financial Management, Strategic Planning, Financial Analysis, Business Planning, Due Diligence, Business Strategy, Planning, Negotiation, Forecasting, Process Improvement, Financial Planning, Change Management, Excel, Analysis, Quickbooks, Corporate Finance, Team Building, Process Engineering, SEC reporting, Auditing, Problem Solving, Microsoft Office, Internal Audit, Restructuring, Cash Flow, Financial Modeling, Start-ups, PowerPoint, Contract Management, Supply Chain Management, Valuation, Business Analysis, Mentoring, Customer Service, Access, Private Equity, Consolidation, IPO, Divestitures, Joint Ventures
Education
Benedictine University
MBA, Leadership, 3.93
George Mason University - School of Management
BS, Accounting/MIS, 3.98
Cory Coder's Deloitte & Touche Experience June 1999 - October 2001
Job Sr Financial Analyst at Nestle
Industry Accounting
Experience
Nestle January 2008 - Present
Raytheon November 2006 - December 2008
Raytheon August 2005 - November 2006
Raytheon June 2004 - July 2005
Raytheon November 2001 - May 2004
Deloitte & Touche June 1999 - October 2001
Colonial Gas Company May 1998 - March 1999
Skills
Finance, Auditing, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Leadership, Financial Analysis, Internal Audit, Business Process, Variance Analysis, Program Management, Budgets, Strategic Financial..., Management, Sarbanes-Oxley, Project Planning, Cross-functional Team..., Forecasting, Cost Accounting, Managerial Finance, Hyperion Enterprise
Education
Loyola Marymount University 2008 — 2011
MBA, Finance / Entrepreneurial
Bentley University 1995 — 1999
Bachelor's degree, Accounting and Finance
Nestle January 2008 - Present
Raytheon November 2006 - December 2008
Raytheon August 2005 - November 2006
Raytheon June 2004 - July 2005
Raytheon November 2001 - May 2004
Deloitte & Touche June 1999 - October 2001
Colonial Gas Company May 1998 - March 1999
Skills
Finance, Auditing, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Leadership, Financial Analysis, Internal Audit, Business Process, Variance Analysis, Program Management, Budgets, Strategic Financial..., Management, Sarbanes-Oxley, Project Planning, Cross-functional Team..., Forecasting, Cost Accounting, Managerial Finance, Hyperion Enterprise
Education
Loyola Marymount University 2008 — 2011
MBA, Finance / Entrepreneurial
Bentley University 1995 — 1999
Bachelor's degree, Accounting and Finance
Hanna Supeyeva, CPA Hanna Supeyeva, CPA's Deloitte & Touche Experience June 2010 - August 2010
Job Associate Director at Babson Capital Management
Industry Accounting
Experience
Babson Capital Management October 2013 - Present
Deloitte August 2011 - October 2013
Avid Technology January 2011 - July 2011
UMass Boston January 2010 - May 2011
Deloitte & Touche June 2010 - August 2010
Liz Claiborne April 2007 - April 2008
Harrahs' Entertainment April 2006 - October 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Analysis, Microsoft Excel, Data Analysis, Budgets, Forecasting, Microsoft Office, Auditing, Financial Modeling, Sarbanes-Oxley Act, Process Improvement, Finance, Internal Controls, SAP, Competitive Analysis, QuickBooks, Analytics, Corporate Finance, Financial Accounting, Strategic Planning
Education
University of Massachusetts Boston 2009 — 2011
MS, Accounting
University of Massachusetts Boston 2008 — 2009
BS, Finance
Belaruski Dzjaržauny Ekanamièny Universitet 1999 — 2003
BS equivalent, Business, Commerce
Babson Capital Management October 2013 - Present
Deloitte August 2011 - October 2013
Avid Technology January 2011 - July 2011
UMass Boston January 2010 - May 2011
Deloitte & Touche June 2010 - August 2010
Liz Claiborne April 2007 - April 2008
Harrahs' Entertainment April 2006 - October 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Analysis, Microsoft Excel, Data Analysis, Budgets, Forecasting, Microsoft Office, Auditing, Financial Modeling, Sarbanes-Oxley Act, Process Improvement, Finance, Internal Controls, SAP, Competitive Analysis, QuickBooks, Analytics, Corporate Finance, Financial Accounting, Strategic Planning
Education
University of Massachusetts Boston 2009 — 2011
MS, Accounting
University of Massachusetts Boston 2008 — 2009
BS, Finance
Belaruski Dzjaržauny Ekanamièny Universitet 1999 — 2003
BS equivalent, Business, Commerce
Porcia Craig Block, CRCM, CAMS's Deloitte & Touche Experience November 2004 - April 2005
Job
Industry Banking
Experience
Rolf, Perrin, & Associates December 2008 - October 2010
PlainsCapital Bank April 2005 - November 2008
Deloitte & Touche November 2004 - April 2005
Federal Reserve Bank of Kansas City June 1998 - October 2004
Skills
Banking, Internal Audit, Finance, Loans, Retail Banking, Risk Assessment, Mortgage Lending, Risk Management, AML, Bank Secrecy Act, KYC, OFAC, Auditing
Education
Benedictine College 2004 — 2005
Executive MBA
Creighton University 1995 — 1998
BSBA, Finance
Rolf, Perrin, & Associates December 2008 - October 2010
PlainsCapital Bank April 2005 - November 2008
Deloitte & Touche November 2004 - April 2005
Federal Reserve Bank of Kansas City June 1998 - October 2004
Skills
Banking, Internal Audit, Finance, Loans, Retail Banking, Risk Assessment, Mortgage Lending, Risk Management, AML, Bank Secrecy Act, KYC, OFAC, Auditing
Education
Benedictine College 2004 — 2005
Executive MBA
Creighton University 1995 — 1998
BSBA, Finance
David Krikorian David Krikorian's Deloitte & Touche Experience 1998 - 1999
Job Entreprenuer
Industry Restaurants
Experience
Fabricon3D January 2013 - Present
Parody Productions LLC 2003 - Present
Tom and Chee February 2013 - April 2015
Ohio 2nd District at U.S. House of Representatives February 2009 - 2010
DataSuites 2002 - 2005
Deloitte & Touche 1998 - 1999
Fidelity Investments 1990 - 1997
Skills
Financial Analysis, Entrepreneur, Public Policy, Economics, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Finance, Management, Business Planning, Investments, Research, Management Consulting, Venture Capital, Leadership, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Private Equity, Due Diligence, Start-ups, Corporate Finance, Executive Management, Business Development, Strategic Partnerships
Education
University of Cincinnati College of Business 1996 — 1998
MBA
Bentley University 1986 — 1990
Bachelor of Science
Fabricon3D January 2013 - Present
Parody Productions LLC 2003 - Present
Tom and Chee February 2013 - April 2015
Ohio 2nd District at U.S. House of Representatives February 2009 - 2010
DataSuites 2002 - 2005
Deloitte & Touche 1998 - 1999
Fidelity Investments 1990 - 1997
Skills
Financial Analysis, Entrepreneur, Public Policy, Economics, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Finance, Management, Business Planning, Investments, Research, Management Consulting, Venture Capital, Leadership, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Private Equity, Due Diligence, Start-ups, Corporate Finance, Executive Management, Business Development, Strategic Partnerships
Education
University of Cincinnati College of Business 1996 — 1998
MBA
Bentley University 1986 — 1990
Bachelor of Science
Ron Woodlock Ron Woodlock's Deloitte & Touche Experience 1988 - 1992
Job Architect and Manager at Performance Architects, Inc.
Industry Information Technology and Services
Experience
Performance Architects, Inc. February 2012 - Present
Accounthink Solutions January 2009 - February 2012
JPMorgan Chase (Washington Mutual) July 2005 - February 2010
JP Morgan Chase (Washington Mutual) November 2003 - July 2005
Putnam Investments April 2001 - May 2002
Putnam Investments October 1997 - April 2001
Global Knowledge Network October 1996 - October 1997
Putnam Investments August 1994 - October 1996
MITRE April 1992 - August 1994
Deloitte & Touche 1988 - 1992
Skills
Data Warehousing, Business Intelligence, Project Management, Data Governance, Sarbanes-Oxley Act, Performance Management, Business Analysis, Essbase, Financial Analysis, Process Improvement, Portfolio Management, IT Strategy, Business Strategy, Analysis, Management, Program Management, Enterprise Software, SDLC, Management Consulting, Business Process, Integration, Outsourcing, Risk Management, Data Modeling, Vendor Management, Finance, Consulting, Leadership, Strategic Financial..., Requirements Gathering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1998
MBA, Finance
University of Massachusetts Lowell 1984 — 1988
BS, Accounting
Performance Architects, Inc. February 2012 - Present
Accounthink Solutions January 2009 - February 2012
JPMorgan Chase (Washington Mutual) July 2005 - February 2010
JP Morgan Chase (Washington Mutual) November 2003 - July 2005
Putnam Investments April 2001 - May 2002
Putnam Investments October 1997 - April 2001
Global Knowledge Network October 1996 - October 1997
Putnam Investments August 1994 - October 1996
MITRE April 1992 - August 1994
Deloitte & Touche 1988 - 1992
Skills
Data Warehousing, Business Intelligence, Project Management, Data Governance, Sarbanes-Oxley Act, Performance Management, Business Analysis, Essbase, Financial Analysis, Process Improvement, Portfolio Management, IT Strategy, Business Strategy, Analysis, Management, Program Management, Enterprise Software, SDLC, Management Consulting, Business Process, Integration, Outsourcing, Risk Management, Data Modeling, Vendor Management, Finance, Consulting, Leadership, Strategic Financial..., Requirements Gathering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1998
MBA, Finance
University of Massachusetts Lowell 1984 — 1988
BS, Accounting
Richie Brandt Richie Brandt's Deloitte & Touche Experience February 2005 - December 2009
Job Director of Internal Audit
Industry Financial Services
Experience
American Credit Acceptance January 2014 - Present
Ceridian August 2010 - January 2014
Wright Express January 2009 - August 2010
Deloitte & Touche February 2005 - December 2009
Pomeroy IT Solutions 2003 - 2005
TVA 2002 - 2003
Skills
IT Audit, SOX, Risk Management, Security, Process Improvement, Compliance, ITIL, Business Process, PeopleSoft, SQL, CISA, IT Management, SAP, HIPAA, Auditing, COBIT, SAS70, PCI DSS, NIST, GLBA, Disaster Recovery, Business Continuity, COSO, Risk Assessment, Risk Mitigation, Enterprise Risk..., Change Management, FFIEC, ACH, Budgeting, Forecasting, Year End Close, Internal Audit, External Audit, Security Audits, Compliance Audits, Quality Auditing, Unix, Windows, Mainframe, Network Security, Oracle, SEC compliance, Government Compliance, Product Development, SDLC, Software Development, Telecommunications, Third Parties, Linux
Education
Belmont Abbey College 1999 — 2003
CIS & MIS, Computer and Information Sciences and Support Services
American Credit Acceptance January 2014 - Present
Ceridian August 2010 - January 2014
Wright Express January 2009 - August 2010
Deloitte & Touche February 2005 - December 2009
Pomeroy IT Solutions 2003 - 2005
TVA 2002 - 2003
Skills
IT Audit, SOX, Risk Management, Security, Process Improvement, Compliance, ITIL, Business Process, PeopleSoft, SQL, CISA, IT Management, SAP, HIPAA, Auditing, COBIT, SAS70, PCI DSS, NIST, GLBA, Disaster Recovery, Business Continuity, COSO, Risk Assessment, Risk Mitigation, Enterprise Risk..., Change Management, FFIEC, ACH, Budgeting, Forecasting, Year End Close, Internal Audit, External Audit, Security Audits, Compliance Audits, Quality Auditing, Unix, Windows, Mainframe, Network Security, Oracle, SEC compliance, Government Compliance, Product Development, SDLC, Software Development, Telecommunications, Third Parties, Linux
Education
Belmont Abbey College 1999 — 2003
CIS & MIS, Computer and Information Sciences and Support Services
James Alban's Deloitte & Touche Experience 1987 - 1991
Job AVP Investment Operations at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company 2013 - Present
Sun Life Financial 2010 - 2013
Sun Capital Advisers LLC 1998 - 2010
PricewaterhouseCoopers LLP 1996 - 1998
Eaton Vance 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Mutual Funds, Accounting/Finance, Investment Operations, Investment Advisory, Internal Controls, Valuation, Investments, Finance, Financial Services, Strategic Financial..., Asset Management, Financial Reporting, Auditing, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master of Science (MS), Taxation
Bentley College 1980 — 1984
Bachelors of Science, Accounting
Delaware Life Insurance Company 2013 - Present
Sun Life Financial 2010 - 2013
Sun Capital Advisers LLC 1998 - 2010
PricewaterhouseCoopers LLP 1996 - 1998
Eaton Vance 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Mutual Funds, Accounting/Finance, Investment Operations, Investment Advisory, Internal Controls, Valuation, Investments, Finance, Financial Services, Strategic Financial..., Asset Management, Financial Reporting, Auditing, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master of Science (MS), Taxation
Bentley College 1980 — 1984
Bachelors of Science, Accounting
Eric Dyer, PMP's Deloitte & Touche Experience September 2006 - August 2010
Job Consultant at Citisoft
Industry Management Consulting
Experience
Citisoft June 2013 - Present
Beacon Consulting Group August 2010 - May 2013
Deloitte & Touche September 2006 - August 2010
H2O Lawn Sprinklers May 2005 - October 2007
Sports Advisors Group December 2004 - April 2006
Market Source September 2004 - April 2006
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Management Consulting, Fund Accounting, Fixed Income, Risk Management, Securities, Financial Analysis, Equities, Financial Modeling, Financial Services, Business Analysis, Enterprise Risk..., Project Management, Strategy, Business Strategy, Business Process..., Pension Funds, Pension Administration, Lead Generation, Analysis, Investments, Asset Management, Business Process, Auditing, Derivatives, Referrals, Accounting, Due Diligence, Closing Business, Networking, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MBA, Finance
Bentley University 2003 — 2006
Bachelor's degree, Accounting and Computer Science
Citisoft June 2013 - Present
Beacon Consulting Group August 2010 - May 2013
Deloitte & Touche September 2006 - August 2010
H2O Lawn Sprinklers May 2005 - October 2007
Sports Advisors Group December 2004 - April 2006
Market Source September 2004 - April 2006
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Management Consulting, Fund Accounting, Fixed Income, Risk Management, Securities, Financial Analysis, Equities, Financial Modeling, Financial Services, Business Analysis, Enterprise Risk..., Project Management, Strategy, Business Strategy, Business Process..., Pension Funds, Pension Administration, Lead Generation, Analysis, Investments, Asset Management, Business Process, Auditing, Derivatives, Referrals, Accounting, Due Diligence, Closing Business, Networking, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MBA, Finance
Bentley University 2003 — 2006
Bachelor's degree, Accounting and Computer Science
Aditi Taylor Aditi Taylor's Deloitte & Touche Experience May 1999 - August 2013
Job Principal at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Deloitte & Touche May 1999 - August 2013
Veda System Solutions 1998 - 1999
Skills
Management Consulting, Program Management, Regulatory Affairs, Compliance Consulting, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Due Diligence, Risk Management, Risk Assessment, Auditing, Governance, COSO, Internal Controls, Strategy, Consolidation, Financial Services, IT Audit, Mergers & Acquisitions, Financial Analysis, Big 4, Policy
Education
Seton Hall University School of Law 2011 — 2011
Graduate Certificate in Pharmaceutical and Medical Device Law and Compliance, Pharmaceutical and Medical Device Law and Compliance
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), MIS
Ramnarain Ruia College 1994 — 1997
Bachelor of Arts (B.A.), Economics
King George 1984 — 1992
Deloitte September 2013 - Present
Deloitte & Touche May 1999 - August 2013
Veda System Solutions 1998 - 1999
Skills
Management Consulting, Program Management, Regulatory Affairs, Compliance Consulting, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Due Diligence, Risk Management, Risk Assessment, Auditing, Governance, COSO, Internal Controls, Strategy, Consolidation, Financial Services, IT Audit, Mergers & Acquisitions, Financial Analysis, Big 4, Policy
Education
Seton Hall University School of Law 2011 — 2011
Graduate Certificate in Pharmaceutical and Medical Device Law and Compliance, Pharmaceutical and Medical Device Law and Compliance
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), MIS
Ramnarain Ruia College 1994 — 1997
Bachelor of Arts (B.A.), Economics
King George 1984 — 1992
Meghan Purpura's Deloitte & Touche Experience August 2007 - May 2011
Job Manager, Resource Management
Industry Human Resources
Experience
Deloitte May 2011 - Present
Deloitte & Touche August 2007 - May 2011
Skills
Human Resources, Resource Management, Talent Management, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, US GAAP, Internal Audit, Business Process..., Financial Accounting, Corporate Finance, Business Analysis, Analysis, Microsoft Excel, IT Audit, Financial Services, Access
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Masters, Accountancy
Bentley University 2003 — 2007
Bachelor's Degree, Corporate Finance & Accounting
Deloitte May 2011 - Present
Deloitte & Touche August 2007 - May 2011
Skills
Human Resources, Resource Management, Talent Management, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, US GAAP, Internal Audit, Business Process..., Financial Accounting, Corporate Finance, Business Analysis, Analysis, Microsoft Excel, IT Audit, Financial Services, Access
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Masters, Accountancy
Bentley University 2003 — 2007
Bachelor's Degree, Corporate Finance & Accounting
Jerry Schwartzman Jerry Schwartzman's Deloitte & Touche Experience 1995 - 1997
Job Head of M&A Tax, Transaction Advisory Services at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2011 - Present
Duff & Phelps January 2006 - March 2011
FTI Consulting 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen September 1997 - May 2002
Deloitte & Touche 1995 - 1997
Internal Revenue Service July 1990 - August 1995
Skills
Restructuring, Mergers & Acquisitions, Financial Structuring, Tax, Investment Banking, Mergers, Due Diligence, Corporate Finance, Private Equity, Cross-border..., Financial Analysis, Valuation, Tax Advisory, Hedge Funds, Financial Modeling, Tax Law, International Tax
Education
New York University School of Law 1987 — 1989
LLM (Tax), Tax Law
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
JD, Law
The Hebrew University 1979 — 1983
BA, Jewish Philosophy and Bible
Houlihan Lokey June 2011 - Present
Duff & Phelps January 2006 - March 2011
FTI Consulting 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen September 1997 - May 2002
Deloitte & Touche 1995 - 1997
Internal Revenue Service July 1990 - August 1995
Skills
Restructuring, Mergers & Acquisitions, Financial Structuring, Tax, Investment Banking, Mergers, Due Diligence, Corporate Finance, Private Equity, Cross-border..., Financial Analysis, Valuation, Tax Advisory, Hedge Funds, Financial Modeling, Tax Law, International Tax
Education
New York University School of Law 1987 — 1989
LLM (Tax), Tax Law
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
JD, Law
The Hebrew University 1979 — 1983
BA, Jewish Philosophy and Bible
Adam Mark, CPA, CISSP, PMP Adam Mark, CPA, CISSP, PMP's Deloitte & Touche Experience September 2005 - Present
Job Advisory Senior Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche September 2005 - Present
Skills
Accounting, Auditing, Business Process..., CISA, Enterprise Risk..., External Audit, Financial Analysis, Financial Reporting, IT Audit, Information Security, Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SAS70, Sarbanes-Oxley Act, US GAAP
Education
Belmont University - Jack C. Massey Graduate School of Business 2004 — 2005
Masters of Accountancy
Belmont University 2000 — 2004
Bachelors of Science, Computer Science
Deloitte & Touche September 2005 - Present
Skills
Accounting, Auditing, Business Process..., CISA, Enterprise Risk..., External Audit, Financial Analysis, Financial Reporting, IT Audit, Information Security, Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SAS70, Sarbanes-Oxley Act, US GAAP
Education
Belmont University - Jack C. Massey Graduate School of Business 2004 — 2005
Masters of Accountancy
Belmont University 2000 — 2004
Bachelors of Science, Computer Science
Darshna Varia Darshna Varia's Deloitte & Touche Experience September 2009 - July 2015
Job InvestCloud, Inc.
Industry Information Technology and Services
Experience
InvestCloud, Inc. July 2015 - Present
Deloitte & Touche September 2009 - July 2015
Deloitte & Touche LLP - Capital Markets Consulting Practice June 2001 - September 2009
Kenindia Assurance, Nairobi, Kenya September 1997 - November 1999
Skills
Software Development, Business Analysis, Enterprise Risk..., Management Consulting, Analytics, Business Strategy, Business Intelligence, Process Improvement, Project Management, Due Diligence, Business Process..., Change Management, Private Equity, Hedge Funds, Sarbanes-Oxley Act, Financial Services, IT Strategy, ERP, Consulting, Business Transformation, PMO, Governance, SDLC, Business Process, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
MS, CIS
Bentley University 2000 — 2001
MSCIS, Computer Information Science
University of Kent 1994 — 1997
BSc, Management Science with Computer Science
InvestCloud, Inc. July 2015 - Present
Deloitte & Touche September 2009 - July 2015
Deloitte & Touche LLP - Capital Markets Consulting Practice June 2001 - September 2009
Kenindia Assurance, Nairobi, Kenya September 1997 - November 1999
Skills
Software Development, Business Analysis, Enterprise Risk..., Management Consulting, Analytics, Business Strategy, Business Intelligence, Process Improvement, Project Management, Due Diligence, Business Process..., Change Management, Private Equity, Hedge Funds, Sarbanes-Oxley Act, Financial Services, IT Strategy, ERP, Consulting, Business Transformation, PMO, Governance, SDLC, Business Process, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
MS, CIS
Bentley University 2000 — 2001
MSCIS, Computer Information Science
University of Kent 1994 — 1997
BSc, Management Science with Computer Science
Carrie Roberge's Deloitte & Touche Experience July 1989 - June 1991
Job Financial & Logistics Services Manager, Distribution Center at J Jill LLC
Industry Apparel & Fashion
Experience
J. Jill Group June 1991 - Present
Lakes Region United Way 2008 - 2012
Deloitte & Touche July 1989 - June 1991
Skills
Budgets, Capital Budgeting, Finance, Forecasting, Process Improvement
Education
Bentley University 1985 — 1989
Bachelors, Accounting
J. Jill Group June 1991 - Present
Lakes Region United Way 2008 - 2012
Deloitte & Touche July 1989 - June 1991
Skills
Budgets, Capital Budgeting, Finance, Forecasting, Process Improvement
Education
Bentley University 1985 — 1989
Bachelors, Accounting
Jeff DuPont, MST's Deloitte & Touche Experience September 2003 - September 2004
Job Sr. Staffing & Recruiting Specialist at Peoples United Bank
Industry Staffing and Recruiting
Experience
Peoples United Bank May 2013 - Present
Tallwood Legal, LLC February 2013 - May 2013
Robert Half Finance & Accounting May 2006 - September 2011
Morgan Stanley August 2005 - May 2006
CCR LLP September 2004 - August 2005
Deloitte & Touche September 2003 - September 2004
Skills
Recruiting, Sourcing, Interviews, Screening, Temporary Placement, Accounting, Talent Acquisition, Technical Recruiting, Staffing Services, Executive Search, Applicant Tracking..., Internet Recruiting, Tax, Benefits Negotiation, Candidate Generation, Permanent Placement, Finance, College Recruiting, Contract Recruitment, Temporary Staffing, Screening Resumes, Payroll, Human Resources, Talent Management, Onboarding
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
MST, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Graduate Certificate, Financial Planning
Bentley University 2000 — 2002
BS, Accounting
Peoples United Bank May 2013 - Present
Tallwood Legal, LLC February 2013 - May 2013
Robert Half Finance & Accounting May 2006 - September 2011
Morgan Stanley August 2005 - May 2006
CCR LLP September 2004 - August 2005
Deloitte & Touche September 2003 - September 2004
Skills
Recruiting, Sourcing, Interviews, Screening, Temporary Placement, Accounting, Talent Acquisition, Technical Recruiting, Staffing Services, Executive Search, Applicant Tracking..., Internet Recruiting, Tax, Benefits Negotiation, Candidate Generation, Permanent Placement, Finance, College Recruiting, Contract Recruitment, Temporary Staffing, Screening Resumes, Payroll, Human Resources, Talent Management, Onboarding
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
MST, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Graduate Certificate, Financial Planning
Bentley University 2000 — 2002
BS, Accounting
Clint C. Fuller Clint C. Fuller's Deloitte & Touche Experience January 1997 - April 2004
Job Appraisal Department at Beal Service Corporation
Industry Real Estate
Experience
Beal Service Corporation September 2009 - Present
Fuller Group Realty Advisors, LLC September 2005 - Present
Deloitte & Touche January 1997 - April 2004
Skills
Due Diligence, Real Estate, Valuation, Real Estate Economics, Asset Managment, Financial Analysis, Financial Modeling, Disposition, Loans, Real Estate Development, Management Consulting, Leases, Mergers, Investments, Strategic Planning, Portfolio Management, Banking, Acquisitions, Mortgage Lending, Risk Management, Asset Management, Brokerage, Capital Markets, Commercial Mortgages, Commercial Real Estate, Corporate Finance, Credit, Corporate Real Estate, Executive Management, Finance, Financial Reporting, Financial Structuring, Investment Properties, Leadership, Loan Origination, Location Intelligence, Mergers, Private Equity, Property Management, Real Estate Financing, Real Estate Transactions, Structured Finance, Underwriting
Education
Baylor University 1987 — 1991
BBA, Finance, Real Estate, Economics
Beal Service Corporation September 2009 - Present
Fuller Group Realty Advisors, LLC September 2005 - Present
Deloitte & Touche January 1997 - April 2004
Skills
Due Diligence, Real Estate, Valuation, Real Estate Economics, Asset Managment, Financial Analysis, Financial Modeling, Disposition, Loans, Real Estate Development, Management Consulting, Leases, Mergers, Investments, Strategic Planning, Portfolio Management, Banking, Acquisitions, Mortgage Lending, Risk Management, Asset Management, Brokerage, Capital Markets, Commercial Mortgages, Commercial Real Estate, Corporate Finance, Credit, Corporate Real Estate, Executive Management, Finance, Financial Reporting, Financial Structuring, Investment Properties, Leadership, Loan Origination, Location Intelligence, Mergers, Private Equity, Property Management, Real Estate Financing, Real Estate Transactions, Structured Finance, Underwriting
Education
Baylor University 1987 — 1991
BBA, Finance, Real Estate, Economics
Dave Ekstrum Dave Ekstrum's Deloitte & Touche Experience 2004 - 2005
Job Adjunct Instructor at Texas A&M UniversityCommerce
Industry Music
Experience
Texas A&M University-Commerce August 2015 - Present
Lake Cities United Methodist Church June 2014 - Present
Indpendent Performing Artist August 1990 - Present
University of Texas at Tyler January 2013 - May 2013
Houston Symphony September 2011 - August 2012
Deutsche Bank 2006 - 2008
Deloitte & Touche 2004 - 2005
Sarasota Opera 2002 - 2002
Dialogue Works 2000 - 2001
American Express 1996 - 2000
Skills
Music, Classical, Music Education, Opera, Piano, Singing, Performing Arts, Orchestral Music, Music Theory, Arts Administration, Event Planning, Composition, Musical Theatre, Teaching, Editing, Event Management, Fundraising, Social Media, Public Speaking, Nonprofits
Education
University of North Texas 2012 — 2015
D.M.A., Voice and Opera
University of Cincinnati 2009 — 2011
MM, Performance (Voice)
Baylor University 1987 — 1989
Music Theory
Ouachita Baptist University 1981 — 1986
B.M., Music Theory and Composition
Texas A&M University-Commerce August 2015 - Present
Lake Cities United Methodist Church June 2014 - Present
Indpendent Performing Artist August 1990 - Present
University of Texas at Tyler January 2013 - May 2013
Houston Symphony September 2011 - August 2012
Deutsche Bank 2006 - 2008
Deloitte & Touche 2004 - 2005
Sarasota Opera 2002 - 2002
Dialogue Works 2000 - 2001
American Express 1996 - 2000
Skills
Music, Classical, Music Education, Opera, Piano, Singing, Performing Arts, Orchestral Music, Music Theory, Arts Administration, Event Planning, Composition, Musical Theatre, Teaching, Editing, Event Management, Fundraising, Social Media, Public Speaking, Nonprofits
Education
University of North Texas 2012 — 2015
D.M.A., Voice and Opera
University of Cincinnati 2009 — 2011
MM, Performance (Voice)
Baylor University 1987 — 1989
Music Theory
Ouachita Baptist University 1981 — 1986
B.M., Music Theory and Composition
Jeffrey Weiss's Deloitte & Touche Experience June 2009 - August 2009
Job Simplifying the Business of Learning
Industry E-Learning
Experience
Tott Labs, LLC January 2013 - Present
Keep Me Certified December 2011 - Present
Redfin Corporation February 2010 - November 2013
FullDorm.com September 2009 - 2012
Deloitte & Touche June 2009 - August 2009
GenRe May 2008 - August 2008
Schwartz Communications September 2007 - May 2008
Hubads June 2005 - July 2006
Skills
Management, Sales, Project Management, SEO, Customer Support, Customer Engagement, Marketing Communications, Early-stage Startups, Customer Acquisition, Marketing, Customer Service, Team Building, Virtual Teams, Spanish, E-learning..., E-Learning Consulting, Leadership, Strategy, Business Development, Social Media, Entrepreneurship, Social Media Marketing
Education
Bentley University 2005 — 2011
Bachelors/Masters, Accounting, Finance, Law
Fairfield Warde High School 2001 — 2005
Tott Labs, LLC January 2013 - Present
Keep Me Certified December 2011 - Present
Redfin Corporation February 2010 - November 2013
FullDorm.com September 2009 - 2012
Deloitte & Touche June 2009 - August 2009
GenRe May 2008 - August 2008
Schwartz Communications September 2007 - May 2008
Hubads June 2005 - July 2006
Skills
Management, Sales, Project Management, SEO, Customer Support, Customer Engagement, Marketing Communications, Early-stage Startups, Customer Acquisition, Marketing, Customer Service, Team Building, Virtual Teams, Spanish, E-learning..., E-Learning Consulting, Leadership, Strategy, Business Development, Social Media, Entrepreneurship, Social Media Marketing
Education
Bentley University 2005 — 2011
Bachelors/Masters, Accounting, Finance, Law
Fairfield Warde High School 2001 — 2005
Bryant Leung, CFA, CPA's Deloitte & Touche Experience September 2008 - May 2009
Job Senior Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2013 - Present
KPMG January 2011 - August 2013
Fidelity Investments October 2009 - December 2010
Deloitte & Touche September 2008 - May 2009
Education
Bentley University
Bachelor of Science, Accountancy
Randolph High School
Andersen Tax September 2013 - Present
KPMG January 2011 - August 2013
Fidelity Investments October 2009 - December 2010
Deloitte & Touche September 2008 - May 2009
Education
Bentley University
Bachelor of Science, Accountancy
Randolph High School
Olena Danilchenko Olena Danilchenko's Deloitte & Touche Experience 2004 - 2006
Job Awardwinning Innovation Director, CRM, Marketing Strategy and Management
Industry Marketing and Advertising
Experience
Altisource Labs September 2014 - March 2015
Vistaprint May 2012 - February 2014
Nuance Communications May 2011 - May 2012
EMC May 2010 - April 2011
Akamai Technologies 2006 - 2010
Deloitte & Touche 2004 - 2006
SAP America, Inc / Impole Corporation JV July 2001 - September 2004
Impole Corporation 2001 - 2002
L'Oreal Paris January 1998 - October 1998
PwC August 1996 - August 1997
Skills
Marketing, Targeted Marketing, CRM, Email Marketing, Marketing Strategy, Strategy, Business Intelligence, Cross-functional Team..., Management, Business Analysis, Lead Generation, Leadership, Go-to-market Strategy, Analytics, Product Marketing, Market Intelligence, Operations Management, Business Development, Process Engineering, Team Management, Marketing Research, Business Process..., Management Consulting, Resume Writing, Marketing Management
Education
Bentley University 2006 — 2008
Advanced Graduate Certificate in Accounting
Bentley University 1999 — 2001
MS
Copernic 1997 — 1998
Business Administration
Kyiv National Economics University
BS + MS
Altisource Labs September 2014 - March 2015
Vistaprint May 2012 - February 2014
Nuance Communications May 2011 - May 2012
EMC May 2010 - April 2011
Akamai Technologies 2006 - 2010
Deloitte & Touche 2004 - 2006
SAP America, Inc / Impole Corporation JV July 2001 - September 2004
Impole Corporation 2001 - 2002
L'Oreal Paris January 1998 - October 1998
PwC August 1996 - August 1997
Skills
Marketing, Targeted Marketing, CRM, Email Marketing, Marketing Strategy, Strategy, Business Intelligence, Cross-functional Team..., Management, Business Analysis, Lead Generation, Leadership, Go-to-market Strategy, Analytics, Product Marketing, Market Intelligence, Operations Management, Business Development, Process Engineering, Team Management, Marketing Research, Business Process..., Management Consulting, Resume Writing, Marketing Management
Education
Bentley University 2006 — 2008
Advanced Graduate Certificate in Accounting
Bentley University 1999 — 2001
MS
Copernic 1997 — 1998
Business Administration
Kyiv National Economics University
BS + MS
Puja Shah Puja Shah's Deloitte & Touche Experience June 2010 - August 2010
Job Inventory Specialist
Industry Retail
Experience
Lolli and Pops, Inc. June 2015 - Present
PUC Schools April 2012 - June 2015
Teach for America June 2011 - August 2014
Avenue100 Media Solutions, Inc. - a Washington Post Company January 2011 - May 2011
Bentley University Office of Academic Services April 2009 - May 2011
Deloitte & Touche June 2010 - August 2010
Bentley University Office of Public & Media Relations September 2007 - May 2009
Education
Bentley University 2007 — 2011
Bachelor's Degree, Management
Loyola Marymount University 2011 — 2012
Single Subject Credential, Mathematics
Lolli and Pops, Inc. June 2015 - Present
PUC Schools April 2012 - June 2015
Teach for America June 2011 - August 2014
Avenue100 Media Solutions, Inc. - a Washington Post Company January 2011 - May 2011
Bentley University Office of Academic Services April 2009 - May 2011
Deloitte & Touche June 2010 - August 2010
Bentley University Office of Public & Media Relations September 2007 - May 2009
Education
Bentley University 2007 — 2011
Bachelor's Degree, Management
Loyola Marymount University 2011 — 2012
Single Subject Credential, Mathematics
Laura Li's Deloitte & Touche Experience May 2012 - August 2013
Job Data Analyst in Healthcare Industry / Pricing Analyst / Business Risk Consultant at Deloitte & Touche LLP
Industry Marketing and Advertising
Experience
STANLEY Healthcare July 2014 - Present
Deloitte & Touche May 2012 - August 2013
First Miami Student and Alumni Federal Credit Union May 2010 - January 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Miami University February 2009 - August 2009
Skills
Data Analysis, Management, Microsoft Excel, Microsoft Office, SAS, Leadership, Financial Analysis, Strategic Planning, Pricing Analysis, Pricing Strategy, Marketing Strategy, Accounting, Financial Risk, Financial Modeling, Google Analytics, Digital Marketing, Bloomberg, Public Speaking, SEO Strategy, Eviews, Social Media Marketing, Brand Development, Statistics, Business Analytics, R, Process Improvement
Education
Bentley University 2014 — 2015
Master of Science (M.S.), Business Analytics, 3.74
Bentley University 2014 — 2015
Business Analytics Certificate
Miami University 2008 — 2011
Bachelor of Science, Business; Finance;Economics; Decision Science
The Chinese University of Hong Kong 2008 — 2008
Summer program, Human Resource
STANLEY Healthcare July 2014 - Present
Deloitte & Touche May 2012 - August 2013
First Miami Student and Alumni Federal Credit Union May 2010 - January 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Miami University February 2009 - August 2009
Skills
Data Analysis, Management, Microsoft Excel, Microsoft Office, SAS, Leadership, Financial Analysis, Strategic Planning, Pricing Analysis, Pricing Strategy, Marketing Strategy, Accounting, Financial Risk, Financial Modeling, Google Analytics, Digital Marketing, Bloomberg, Public Speaking, SEO Strategy, Eviews, Social Media Marketing, Brand Development, Statistics, Business Analytics, R, Process Improvement
Education
Bentley University 2014 — 2015
Master of Science (M.S.), Business Analytics, 3.74
Bentley University 2014 — 2015
Business Analytics Certificate
Miami University 2008 — 2011
Bachelor of Science, Business; Finance;Economics; Decision Science
The Chinese University of Hong Kong 2008 — 2008
Summer program, Human Resource
Dan Saint's Deloitte & Touche Experience June 1996 - November 2000
Job Leader, Learner, Teacher, Advisor, Researcher and Writer
Industry Management Consulting
Experience
Samatvam Academy (Gurgaon, India) January 2010 - Present
Jefferson Wells August 2005 - May 2010
XUMA September 2000 - September 2001
Deloitte & Touche June 1996 - November 2000
Federal-Mogul April 1995 - June 1996
Appreciative Inquiry Consulting January 1985 - January 1995
Lawrence Technological University January 1985 - January 1995
University of Detroit Mercy 1985 - January 1995
Chrysler 1989 - 1995
United States Army, 82nd Airborne Division and 3rd ID 1976 - 1987
Skills
Change Leadership, Leadership Development, Change Management, Strategic Planning, Mergers, Curriculum Development, Teaching, Corporate Governance, Operational Planning, Enterprise Risk..., Organizational..., Executive Coaching, Team Building, Organizational..., Performance Management, Coaching, Organizational..., Strategy Development, Management Consulting, Organizational Design, Business Strategy, Public Speaking, Team Leadership, Business Process..., Mentoring, Talent Management, Training, Leadership, Strategy, Start-ups, Employee Engagement, Program Management, Personal Development, Appreciative Inquiry, Organizational Learning, Human Resources, Process Improvement, Business Planning, Entrepreneurship, Workshop Facilitation, Executive Development, Conflict Resolution, Management, CRM, Performance Improvement, Emotional Intelligence, Career Development, Instructional Design, Culture Change, Mergers & Acquisitions
Education
Benedictine University 2002 — 2005
PhD, Organization Development and Change
University of Detroit Mercy 1988 — 1989
MBA, International Business
University of Pittsburgh 1980 — 1982
BA, International Relations (Russian and East European Studies) and English Writing
Gestalt Institute of Cleveland and Institut f ü r Gestaltorientierte Organisationberatung
IOSD Certificate, Organization and Systems Theory from a Gestalt Perspective
Glock Instructor's Course
Glock Instructor's Course
Massachusetts Institute of Technology
Certificate, Organizational Learning
Northwestern University - Kellogg School of Management
Certificate, Executive Leadership Program--Consulting Firm Leadership, Strategy, and Marketing
Queens University
Wilderness Leadership School
Certificate, Natural World
Samatvam Academy (Gurgaon, India) January 2010 - Present
Jefferson Wells August 2005 - May 2010
XUMA September 2000 - September 2001
Deloitte & Touche June 1996 - November 2000
Federal-Mogul April 1995 - June 1996
Appreciative Inquiry Consulting January 1985 - January 1995
Lawrence Technological University January 1985 - January 1995
University of Detroit Mercy 1985 - January 1995
Chrysler 1989 - 1995
United States Army, 82nd Airborne Division and 3rd ID 1976 - 1987
Skills
Change Leadership, Leadership Development, Change Management, Strategic Planning, Mergers, Curriculum Development, Teaching, Corporate Governance, Operational Planning, Enterprise Risk..., Organizational..., Executive Coaching, Team Building, Organizational..., Performance Management, Coaching, Organizational..., Strategy Development, Management Consulting, Organizational Design, Business Strategy, Public Speaking, Team Leadership, Business Process..., Mentoring, Talent Management, Training, Leadership, Strategy, Start-ups, Employee Engagement, Program Management, Personal Development, Appreciative Inquiry, Organizational Learning, Human Resources, Process Improvement, Business Planning, Entrepreneurship, Workshop Facilitation, Executive Development, Conflict Resolution, Management, CRM, Performance Improvement, Emotional Intelligence, Career Development, Instructional Design, Culture Change, Mergers & Acquisitions
Education
Benedictine University 2002 — 2005
PhD, Organization Development and Change
University of Detroit Mercy 1988 — 1989
MBA, International Business
University of Pittsburgh 1980 — 1982
BA, International Relations (Russian and East European Studies) and English Writing
Gestalt Institute of Cleveland and Institut f ü r Gestaltorientierte Organisationberatung
IOSD Certificate, Organization and Systems Theory from a Gestalt Perspective
Glock Instructor's Course
Glock Instructor's Course
Massachusetts Institute of Technology
Certificate, Organizational Learning
Northwestern University - Kellogg School of Management
Certificate, Executive Leadership Program--Consulting Firm Leadership, Strategy, and Marketing
Queens University
Wilderness Leadership School
Certificate, Natural World
Theresa Teri Coffee, CPA's Deloitte & Touche Experience 2001 - 2001
Job
Industry Accounting
Experience
Independent Business Consultant 2013 - Present
CSAA Insurance Group, a AAA Insurer 2015 - 2015
CSAA Insurance Group, a AAA Insurer 2015 - 2015
CSAA Insurance Group, a AAA Insurer 2015 - 2015
CSAA Insurance Group, a AAA Insurer 2015 - 2015
Robert Half Management Resources 2007 - 2013
Butterworth & Macias PC 2004 - 2006
US Army Reserve 2001 - 2004
Deloitte & Touche 2001 - 2001
Skills
Financial Reporting, Analysis, Forecasting, Budgeting, Consolidation, General Ledger, Tax, Journal Entries, Fixed Assets, Excel, Quickbooks, Budgets, Financial Statements, Corporate Tax, CPA, QuickBooks
Education
Bellevue University
Bachelor of Science, Accounting and Computer Information Systems
Independent Business Consultant 2013 - Present
CSAA Insurance Group, a AAA Insurer 2015 - 2015
CSAA Insurance Group, a AAA Insurer 2015 - 2015
CSAA Insurance Group, a AAA Insurer 2015 - 2015
CSAA Insurance Group, a AAA Insurer 2015 - 2015
Robert Half Management Resources 2007 - 2013
Butterworth & Macias PC 2004 - 2006
US Army Reserve 2001 - 2004
Deloitte & Touche 2001 - 2001
Skills
Financial Reporting, Analysis, Forecasting, Budgeting, Consolidation, General Ledger, Tax, Journal Entries, Fixed Assets, Excel, Quickbooks, Budgets, Financial Statements, Corporate Tax, CPA, QuickBooks
Education
Bellevue University
Bachelor of Science, Accounting and Computer Information Systems
Gary Gray Fitzgerald, CPA, MST Gary Gray Fitzgerald, CPA, MST's Deloitte & Touche Experience September 1992 - January 1999
Job Tax Partner, Downey, Sweeney, Fitzgerald & Co., P.C.
Industry Accounting
Experience
Chicopee Savings Bank February 2009 - Present
Downey, Sweeney, Fitzgerald & Co., P.C. October 2003 - Present
Chicopee Savings Bank March 1993 - June 2006
Themistos & Dane, P.C. July 2000 - October 2003
Berry, Dunn, McNeil & Parker January 1999 - July 2000
Deloitte & Touche September 1992 - January 1999
Themistos & Dane, P.C. June 1988 - September 1992
Skills
Corporate Tax, High Net Worth..., Partnership Taxation, Accounting, Succession Planning, Tax Research, Tax Dispute Resolution, Auditing, Financial Statements, QuickBooks, Reviews, Business Advisory, Tax Advisory, Income Tax, Tax Preparation, Tax, Financial Reporting, IRS, CPA, Banking, Entity Selection, S Corporations, Mergers, Management Consulting, Real Estate, Choice Of Entity, Forest Products, Agribusiness, Contractors, Retail, Business Formation, Professional..., Compilation Of..., Financial Statement..., Athlete Representation, Tax Returns, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MST, Taxation
Western New England University 1984 — 1988
B.S.B.A., Accounting
Chicopee Savings Bank February 2009 - Present
Downey, Sweeney, Fitzgerald & Co., P.C. October 2003 - Present
Chicopee Savings Bank March 1993 - June 2006
Themistos & Dane, P.C. July 2000 - October 2003
Berry, Dunn, McNeil & Parker January 1999 - July 2000
Deloitte & Touche September 1992 - January 1999
Themistos & Dane, P.C. June 1988 - September 1992
Skills
Corporate Tax, High Net Worth..., Partnership Taxation, Accounting, Succession Planning, Tax Research, Tax Dispute Resolution, Auditing, Financial Statements, QuickBooks, Reviews, Business Advisory, Tax Advisory, Income Tax, Tax Preparation, Tax, Financial Reporting, IRS, CPA, Banking, Entity Selection, S Corporations, Mergers, Management Consulting, Real Estate, Choice Of Entity, Forest Products, Agribusiness, Contractors, Retail, Business Formation, Professional..., Compilation Of..., Financial Statement..., Athlete Representation, Tax Returns, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MST, Taxation
Western New England University 1984 — 1988
B.S.B.A., Accounting
Hoyt Steel Hoyt Steel's Deloitte & Touche Experience January 2010 - March 2010
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2011 - Present
PACCAR January 2011 - March 2011
Students In Free Enterprise (SIFE) October 2008 - May 2010
Deloitte & Touche January 2010 - March 2010
Deep Sea Fisheries May 2007 - August 2007
Skills
Statistics, GAAP, Financial Analysis, Financial Reporting, Accounting, Auditing, Project Management, Creative Direction, Leadership, CPA, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Office
Education
University of Washington, Michael G. Foster School of Business 2010 — 2011
MPAcc, Accounting
Belmont University 2006 — 2010
B.B.A., Accounting, Music Business
Deloitte September 2011 - Present
PACCAR January 2011 - March 2011
Students In Free Enterprise (SIFE) October 2008 - May 2010
Deloitte & Touche January 2010 - March 2010
Deep Sea Fisheries May 2007 - August 2007
Skills
Statistics, GAAP, Financial Analysis, Financial Reporting, Accounting, Auditing, Project Management, Creative Direction, Leadership, CPA, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Office
Education
University of Washington, Michael G. Foster School of Business 2010 — 2011
MPAcc, Accounting
Belmont University 2006 — 2010
B.B.A., Accounting, Music Business
Tam Vo Tam Vo's Deloitte & Touche Experience January 2003 - September 2005
Job Director, Credits & Incentives Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP July 2012 - July 2014
PKF Texas May 2010 - May 2012
Duff & Phelps May 2008 - June 2010
UHY Advisors September 2005 - May 2008
Deloitte & Touche January 2003 - September 2005
Skills
Income Tax, Partnership Taxation, Corporate Tax, Tax Compliance, State Taxation, State Tax, CPA, Sales Tax, Tax Preparation, Tax Research, State Tax Planning, Tax Advisory, International Tax, US Tax, SEC filings, Tax Accounting, Tax
Education
Baylor University
MS, Taxation
IPT C&I School
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP July 2012 - July 2014
PKF Texas May 2010 - May 2012
Duff & Phelps May 2008 - June 2010
UHY Advisors September 2005 - May 2008
Deloitte & Touche January 2003 - September 2005
Skills
Income Tax, Partnership Taxation, Corporate Tax, Tax Compliance, State Taxation, State Tax, CPA, Sales Tax, Tax Preparation, Tax Research, State Tax Planning, Tax Advisory, International Tax, US Tax, SEC filings, Tax Accounting, Tax
Education
Baylor University
MS, Taxation
IPT C&I School
Scott Hollander Scott Hollander's Deloitte & Touche Experience January 2010 - September 2010
Job Associate at Chiesa Shahinian & Giantomasi PC
Industry Law Practice
Experience
Chiesa Shahinian & Giantomasi PC September 2010 - Present
Deloitte & Touche January 2010 - September 2010
Wolff & Samson PC June 2008 - August 2008
New York State Supreme Court May 2007 - August 2007
Kean for U.S. Senate June 2006 - August 2006
Skills
Litigation, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Westlaw, Arbitration, Courts, Mediation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
J.D
University of Michigan 2002 — 2006
B.A., Political Science
Chiesa Shahinian & Giantomasi PC September 2010 - Present
Deloitte & Touche January 2010 - September 2010
Wolff & Samson PC June 2008 - August 2008
New York State Supreme Court May 2007 - August 2007
Kean for U.S. Senate June 2006 - August 2006
Skills
Litigation, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Westlaw, Arbitration, Courts, Mediation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
J.D
University of Michigan 2002 — 2006
B.A., Political Science
Jamison Tomasek Jamison Tomasek's Deloitte & Touche Experience 1992 - 1995
Job Director Internal Audit Courier Corp, an RR Donnelley Company
Industry Accounting
Experience
Courier Corporation, an RR Donnelley Company June 2005 - July 2015
Tomasek for Senate November 2009 - November 2010
Sarbanes Oxley Consultant 2004 - 2005
Progress Software 2000 - 2004
Progress Software 1997 - 2000
Progress Software 1996 - 1997
Progress Software 1995 - 1996
Deloitte & Touche 1992 - 1995
Education
Bentley University 1990 — 1992
Master's Degree, Accounting
University of Michigan
BA, Political Science
Courier Corporation, an RR Donnelley Company June 2005 - July 2015
Tomasek for Senate November 2009 - November 2010
Sarbanes Oxley Consultant 2004 - 2005
Progress Software 2000 - 2004
Progress Software 1997 - 2000
Progress Software 1996 - 1997
Progress Software 1995 - 1996
Deloitte & Touche 1992 - 1995
Education
Bentley University 1990 — 1992
Master's Degree, Accounting
University of Michigan
BA, Political Science
Chuck Adler, CPA MSA's Deloitte & Touche Experience November 2005 - August 2008
Job CPA at BlumShapiro
Industry Accounting
Experience
BlumShapiro January 2015 - Present
Schneider, Schneider and Associates September 2008 - December 2014
Deloitte & Touche November 2005 - August 2008
Prudential Financial May 2003 - October 2005
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, GAAP, Auditing, Assurance, External Audit, Financial Accounting, Financial Reporting, CPA, Internal Controls, Tax, Accounting, Revenue Recognition, Financial Analysis, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree, Accountancy
Bentley University 1999 — 2003
Bachelor's Degree, Finance
BlumShapiro January 2015 - Present
Schneider, Schneider and Associates September 2008 - December 2014
Deloitte & Touche November 2005 - August 2008
Prudential Financial May 2003 - October 2005
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, GAAP, Auditing, Assurance, External Audit, Financial Accounting, Financial Reporting, CPA, Internal Controls, Tax, Accounting, Revenue Recognition, Financial Analysis, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree, Accountancy
Bentley University 1999 — 2003
Bachelor's Degree, Finance
Daniel J. Barnes, CPA's Deloitte & Touche Experience July 1989 - May 1997
Job CFO, North America at Dassault Systèmes
Industry Computer Software
Experience
Dassault Systèmes February 2015 - Present
Dassault Systemes May 2009 - Present
Dassault Systemes November 2006 - May 2009
eCopy, Inc. July 2004 - November 2006
NuGenesis Technologies Corp. March 1999 - June 2004
Atex Media Solutions June 1997 - February 1999
Deloitte & Touche July 1989 - May 1997
Skills
Revenue Recognition, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Consolidation, Auditing, IFRS, Shared Services, US GAAP, GAAP, Mergers, Contract Negotiation, General Ledger, SOP 97-2, Financial Planning, Acquisition Integration, Purchasing, Treasury, Pension Administration
Education
Bentley University 1994 — 1996
MS, Taxation
University of Massachusetts Boston 1986 — 1989
BS, Accounting
Dassault Systèmes February 2015 - Present
Dassault Systemes May 2009 - Present
Dassault Systemes November 2006 - May 2009
eCopy, Inc. July 2004 - November 2006
NuGenesis Technologies Corp. March 1999 - June 2004
Atex Media Solutions June 1997 - February 1999
Deloitte & Touche July 1989 - May 1997
Skills
Revenue Recognition, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Consolidation, Auditing, IFRS, Shared Services, US GAAP, GAAP, Mergers, Contract Negotiation, General Ledger, SOP 97-2, Financial Planning, Acquisition Integration, Purchasing, Treasury, Pension Administration
Education
Bentley University 1994 — 1996
MS, Taxation
University of Massachusetts Boston 1986 — 1989
BS, Accounting
Greg Riehl, CPA, MBA's Deloitte & Touche Experience January 1989 - November 1991
Job Chief Financial Officer, Humana Pharmacy Solutions
Industry Health, Wellness and Fitness
Experience
Humana Pharmacy Solutions March 2012 - Present
Humana Inc November 2007 - March 2012
PharMerica July 2005 - November 2007
Brown & Williamson Tobacco November 1991 - October 2004
Deloitte & Touche January 1989 - November 1991
Skills
Mergers, Forecasting, Pricing, Process Improvement, Financial Analysis, Healthcare, Strategic Planning, Business Analysis, Auditing, Budget, Business Development, Change Management, Business Intelligence, Team Building, Data Analysis, Risk Management, Business Strategy, Account Management, Contract Negotiation, Project Management, Budgets, Mergers & Acquisitions, Analytics, Leadership, Management, Cross-functional Team..., Strategy, Finance
Education
Bellarmine University 1993 — 1996
Masters, Business Administration
University of Louisville 1984 — 1988
BSBA, Accounting
Humana Pharmacy Solutions March 2012 - Present
Humana Inc November 2007 - March 2012
PharMerica July 2005 - November 2007
Brown & Williamson Tobacco November 1991 - October 2004
Deloitte & Touche January 1989 - November 1991
Skills
Mergers, Forecasting, Pricing, Process Improvement, Financial Analysis, Healthcare, Strategic Planning, Business Analysis, Auditing, Budget, Business Development, Change Management, Business Intelligence, Team Building, Data Analysis, Risk Management, Business Strategy, Account Management, Contract Negotiation, Project Management, Budgets, Mergers & Acquisitions, Analytics, Leadership, Management, Cross-functional Team..., Strategy, Finance
Education
Bellarmine University 1993 — 1996
Masters, Business Administration
University of Louisville 1984 — 1988
BSBA, Accounting
Paul Song's Deloitte & Touche Experience November 2001 - November 2004
Job Corporate Tax Director at Aegerion Pharmaceuticals
Industry Pharmaceuticals
Experience
Aegerion Pharmaceuticals December 2014 - Present
Sensata Technologies May 2013 - December 2014
EMD Serono December 2007 - May 2013
Deloitte Tax LLP April 2007 - December 2007
BBA Aviation plc November 2004 - April 2007
Deloitte & Touche November 2001 - November 2004
Arthur Andersen & Co. September 1999 - November 2001
Skills
Corporate Tax, Tax Accounting, FAS109, IFRS, Accounting, Tax Research, Due Diligence, US GAAP, CPA, GAAP, Six Sigma, State Tax, Process Excellence, ASC 740, Mergers & Acquisitions, FIN 48, SEC filings, Sarbanes-Oxley Act, International Tax, Tax Compliance, Big 4, Research & Development..., Pharmaceutical Industry, Sales & Use Tax, Process Improvement, SAP, Oracle, Tax Consolidation, Internal Controls, Auditing, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Masters, Taxation
Bentley University 1995 — 1999
Bachelors Degree, Accounting
Aegerion Pharmaceuticals December 2014 - Present
Sensata Technologies May 2013 - December 2014
EMD Serono December 2007 - May 2013
Deloitte Tax LLP April 2007 - December 2007
BBA Aviation plc November 2004 - April 2007
Deloitte & Touche November 2001 - November 2004
Arthur Andersen & Co. September 1999 - November 2001
Skills
Corporate Tax, Tax Accounting, FAS109, IFRS, Accounting, Tax Research, Due Diligence, US GAAP, CPA, GAAP, Six Sigma, State Tax, Process Excellence, ASC 740, Mergers & Acquisitions, FIN 48, SEC filings, Sarbanes-Oxley Act, International Tax, Tax Compliance, Big 4, Research & Development..., Pharmaceutical Industry, Sales & Use Tax, Process Improvement, SAP, Oracle, Tax Consolidation, Internal Controls, Auditing, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Masters, Taxation
Bentley University 1995 — 1999
Bachelors Degree, Accounting
Marcia Wade, M.Acc. Marcia Wade, M.Acc.'s Deloitte & Touche Experience February 2014 - Present
Job Senior Financial Analyst at Deloitte & Touche (Deloitte LP)
Industry Accounting
Experience
Deloitte & Touche February 2014 - Present
AppleOne Employment Services May 2011 - February 2014
Gary Mathews Nashville August 2010 - May 2011
Verizon Wireless February 2009 - July 2010
Kelly Services December 2008 - January 2009
US Bank June 2005 - July 2008
Belmont University August 2005 - March 2008
Sbarro June 2004 - August 2004
Carvel Corporation June 2004 - August 2004
Back To Basics Summer Camp May 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Accounts Payable, Outlook, Finance
Education
Middle Tennessee State University 2011 — 2014
Master's Degree, Accounting and Information Systems
Belmont University 2004 — 2008
Bachelors of Business Administration, Finance
Deloitte & Touche February 2014 - Present
AppleOne Employment Services May 2011 - February 2014
Gary Mathews Nashville August 2010 - May 2011
Verizon Wireless February 2009 - July 2010
Kelly Services December 2008 - January 2009
US Bank June 2005 - July 2008
Belmont University August 2005 - March 2008
Sbarro June 2004 - August 2004
Carvel Corporation June 2004 - August 2004
Back To Basics Summer Camp May 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Accounts Payable, Outlook, Finance
Education
Middle Tennessee State University 2011 — 2014
Master's Degree, Accounting and Information Systems
Belmont University 2004 — 2008
Bachelors of Business Administration, Finance
Britt Groomes, CPA Britt Groomes, CPA's Deloitte & Touche Experience September 2006 - April 2009
Job Sr. Manager, Accounting at naviHealth, Inc.
Industry Accounting
Experience
naviHealth, Inc. July 2015 - Present
Mars Petcare May 2009 - July 2015
Deloitte & Touche September 2006 - April 2009
Byrd, Proctor, & Mills, P.C. January 2005 - May 2005
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Financial Analysis, Cost Accounting, SEC Financial Reporting, Internal Controls, SAP, AS400 system, Sarbanes-Oxley Act, Operating Budgets, GAAP, CPA, Big 4, Leadership, Forecasting, Finance, Internal Audit, Variance Analysis, General Ledger, Financial Audits
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2006
Masters of Accountancy
University of Tennessee-Knoxville 2001 — 2005
BS, Accounting
Montgomery Bell Academy 1995 — 2001
naviHealth, Inc. July 2015 - Present
Mars Petcare May 2009 - July 2015
Deloitte & Touche September 2006 - April 2009
Byrd, Proctor, & Mills, P.C. January 2005 - May 2005
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Financial Analysis, Cost Accounting, SEC Financial Reporting, Internal Controls, SAP, AS400 system, Sarbanes-Oxley Act, Operating Budgets, GAAP, CPA, Big 4, Leadership, Forecasting, Finance, Internal Audit, Variance Analysis, General Ledger, Financial Audits
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2006
Masters of Accountancy
University of Tennessee-Knoxville 2001 — 2005
BS, Accounting
Montgomery Bell Academy 1995 — 2001
Jared Newton, CPA Jared Newton, CPA's Deloitte & Touche Experience January 2010 - November 2013
Job Senior Financial Analyst at Conway, Inc.
Industry Accounting
Experience
Con-way, Inc. December 2013 - Present
Deloitte & Touche January 2010 - November 2013
Halliburton June 2007 - August 2007
Rocket Gaming Systems May 2006 - August 2006
Skills
Accounting, US GAAP, SEC filings, GAAP, Internal Controls, External Audit, CPA, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, Big 4, Internal Audit, Financial Analysis, IFRS, Assurance, Sarbanes-Oxley, Financial Audits, Financial Statements, Revenue Recognition
Education
Baylor University - Hankamer School of Business 2005 — 2009
Masters, Accountancy
Con-way, Inc. December 2013 - Present
Deloitte & Touche January 2010 - November 2013
Halliburton June 2007 - August 2007
Rocket Gaming Systems May 2006 - August 2006
Skills
Accounting, US GAAP, SEC filings, GAAP, Internal Controls, External Audit, CPA, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, Big 4, Internal Audit, Financial Analysis, IFRS, Assurance, Sarbanes-Oxley, Financial Audits, Financial Statements, Revenue Recognition
Education
Baylor University - Hankamer School of Business 2005 — 2009
Masters, Accountancy
Bill Schmalkuche's Deloitte & Touche Experience September 2014 - Present
Job Audit Assistant at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2014 - Present
Bentley University September 2010 - May 2014
Deloitte June 2013 - August 2013
Skills
Accounting, Microsoft Excel, Teamwork, Public Speaking, PowerPoint, Spanish, Microsoft Word, Financial Analysis, Outlook, Microsoft Office, Research, SPSS, Time Management, Customer Service, English, Facebook, Social Media, Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science*, Business, Accounting, Audit
Deloitte & Touche September 2014 - Present
Bentley University September 2010 - May 2014
Deloitte June 2013 - August 2013
Skills
Accounting, Microsoft Excel, Teamwork, Public Speaking, PowerPoint, Spanish, Microsoft Word, Financial Analysis, Outlook, Microsoft Office, Research, SPSS, Time Management, Customer Service, English, Facebook, Social Media, Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science*, Business, Accounting, Audit
Tuyet Vo Tuyet Vo's Deloitte & Touche Experience September 2013 - Present
Job Audit Staff at Deloitte
Industry Accounting
Experience
Deloitte & Touche September 2013 - Present
Philips June 2011 - September 2012
Harvest Wealth Management December 2010 - April 2011
InterContinental Hotels Group September 2010 - November 2010
Skills
SAP, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Internal Controls, Auditing, US GAAP, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Accounting
Bentley University 2009 — 2012
Accounting, Minor in Management
University of San Diego 2008 — 2009
Accounting
Deloitte & Touche September 2013 - Present
Philips June 2011 - September 2012
Harvest Wealth Management December 2010 - April 2011
InterContinental Hotels Group September 2010 - November 2010
Skills
SAP, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Internal Controls, Auditing, US GAAP, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Accounting
Bentley University 2009 — 2012
Accounting, Minor in Management
University of San Diego 2008 — 2009
Accounting
Kristin Harrison Kristin Harrison's Deloitte & Touche Experience July 2007 - 2013
Job Internal Audit at Tufts Health Plan
Industry Accounting
Experience
Tufts Health Plan May 2013 - Present
Deloitte & Touche July 2007 - 2013
WEST & Company CPAs PC May 2006 - August 2006
Royal & SunAlliance June 2006 - July 2006
Alpin Haus May 2005 - August 2005
Skills
Internal Audit, SSAE 16, SOX 404, SOC 1, IT Audit, Internal Controls, Accounting, Risk Assessment, Financial Risk, Process Improvement
Education
Bentley University 2005 — 2007
BS, Accountancy, Law
University College Dublin 2006 — 2006
Business, History
Fulton-Montgomery Community College 2003 — 2005
AS, Business Administration
Amsterdam High School 1999 — 2003
Bentley College - Elkin B. McCallum Graduate School of Business
MSA, Accountancy
Tufts Health Plan May 2013 - Present
Deloitte & Touche July 2007 - 2013
WEST & Company CPAs PC May 2006 - August 2006
Royal & SunAlliance June 2006 - July 2006
Alpin Haus May 2005 - August 2005
Skills
Internal Audit, SSAE 16, SOX 404, SOC 1, IT Audit, Internal Controls, Accounting, Risk Assessment, Financial Risk, Process Improvement
Education
Bentley University 2005 — 2007
BS, Accountancy, Law
University College Dublin 2006 — 2006
Business, History
Fulton-Montgomery Community College 2003 — 2005
AS, Business Administration
Amsterdam High School 1999 — 2003
Bentley College - Elkin B. McCallum Graduate School of Business
MSA, Accountancy
Ed Keefe, CPA, MBA's Deloitte & Touche Experience September 1999 - September 2002
Job Senior Manager, Business Advisory Services, Grant Thornton LLP
Industry Management Consulting
Experience
Lakeside August 2009 - Present
Grant Thornton, LLP May 2008 - September 2010
Parson Consulting April 2007 - May 2008
Deloitte Consulting July 2006 - March 2007
Grand Circle Corporation 2001 - 2005
Deloitte & Touche September 1999 - September 2002
PwC July 1998 - August 1999
O'Connor & Drew January 1995 - August 1997
Skills
Fishing, Music, Sports, ERP Implementations, Sarbanes-Oxley Act, Business Process..., Financial Reporting, Financial Analysis, Internal Controls, Management Consulting, Accounting, Internal Audit, Mergers, Auditing, Acquisition Integration, Business Transformation, Business Analysis, Process Improvement, Financial Modeling, Managerial Finance, Forecasting, Financial Services, Business Process, US GAAP, Enterprise Risk...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
MBA
Bentley University 1990 — 1994
BS
Lakeside August 2009 - Present
Grant Thornton, LLP May 2008 - September 2010
Parson Consulting April 2007 - May 2008
Deloitte Consulting July 2006 - March 2007
Grand Circle Corporation 2001 - 2005
Deloitte & Touche September 1999 - September 2002
PwC July 1998 - August 1999
O'Connor & Drew January 1995 - August 1997
Skills
Fishing, Music, Sports, ERP Implementations, Sarbanes-Oxley Act, Business Process..., Financial Reporting, Financial Analysis, Internal Controls, Management Consulting, Accounting, Internal Audit, Mergers, Auditing, Acquisition Integration, Business Transformation, Business Analysis, Process Improvement, Financial Modeling, Managerial Finance, Forecasting, Financial Services, Business Process, US GAAP, Enterprise Risk...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
MBA
Bentley University 1990 — 1994
BS
Anthony (Tony) Giglio's Deloitte & Touche Experience November 1998 - November 2000
Job Contractor Senior Business Systems Analyst at American Express
Industry Financial Services
Experience
American Express April 2012 - Present
American Express December 2009 - April 2012
TSYS Acquiring Solutions May 2008 - October 2008
AST Capital Trust October 2007 - April 2008
Charles Schwab Institutional Technology June 2007 - September 2007
Prudential Real Estate and Relocation Services January 2006 - March 2007
Investors Bank & Trust November 2000 - October 2005
Deloitte & Touche November 1998 - November 2000
The Boston Company 1993 - 1995
Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio
Education
Bentley University 1986 — 1992
BS, Accountancy
American Express April 2012 - Present
American Express December 2009 - April 2012
TSYS Acquiring Solutions May 2008 - October 2008
AST Capital Trust October 2007 - April 2008
Charles Schwab Institutional Technology June 2007 - September 2007
Prudential Real Estate and Relocation Services January 2006 - March 2007
Investors Bank & Trust November 2000 - October 2005
Deloitte & Touche November 1998 - November 2000
The Boston Company 1993 - 1995
Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio
Education
Bentley University 1986 — 1992
BS, Accountancy
Brad Simas's Deloitte & Touche Experience August 2005 - June 2011
Job Assistant Controller at rEVO Biologics
Industry Accounting
Experience
rEVO Biologics March 2013 - Present
NEI June 2011 - March 2013
Deloitte & Touche August 2005 - June 2011
Skills
Sarbanes-Oxley Act, Revenue Recognition, SEC filings, US GAAP, Accounting, Accounts Payable, Process Improvement, Finance, General Ledger, Internal Controls, Financial Reporting, GAAP, CPA, Financial Accounting, Consolidation, Sarbanes-Oxley, Internal Audit, External Audit, Auditing, IFRS, Financial Audits, Financial Statements, Financial Analysis, Tax Accounting, Variance Analysis, Enterprise Risk..., Financial Modeling, Tax, Hyperion Enterprise, Great Plains Software, Corporate Tax, Cost Accounting, Income Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master of Science, Accounting
Bentley University 2000 — 2004
Bachelor of Science, Accounting
rEVO Biologics March 2013 - Present
NEI June 2011 - March 2013
Deloitte & Touche August 2005 - June 2011
Skills
Sarbanes-Oxley Act, Revenue Recognition, SEC filings, US GAAP, Accounting, Accounts Payable, Process Improvement, Finance, General Ledger, Internal Controls, Financial Reporting, GAAP, CPA, Financial Accounting, Consolidation, Sarbanes-Oxley, Internal Audit, External Audit, Auditing, IFRS, Financial Audits, Financial Statements, Financial Analysis, Tax Accounting, Variance Analysis, Enterprise Risk..., Financial Modeling, Tax, Hyperion Enterprise, Great Plains Software, Corporate Tax, Cost Accounting, Income Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master of Science, Accounting
Bentley University 2000 — 2004
Bachelor of Science, Accounting
Terence Condren's Deloitte & Touche Experience September 1998 - November 1999
Job Senior Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
Daintree Advisors LLC December 2012 - March 2014
Bank of America April 2008 - December 2012
Bank of America July 2007 - April 2008
Bank of America May 2002 - June 2007
State Street Global Advisors November 1999 - May 2002
Deloitte & Touche September 1998 - November 1999
Hutchins, Wheeler & Dittmar August 1994 - July 1998
Skills
Estate Planning, Six Sigma, Management, Wealth Management, Financial Planners, Banking, Wealth Management...
Education
Northeastern University School of Law 1991 — 1994
JD, Law
Ithaca College 1986 — 1990
Bachelor of Arts (B.A.), Psychology and English
Bentley College - Elkin B. McCallum Graduate School of Business
Bentley College - Elkin B. McCallum Graduate School of Business
UBS Wealth Management March 2014 - Present
Daintree Advisors LLC December 2012 - March 2014
Bank of America April 2008 - December 2012
Bank of America July 2007 - April 2008
Bank of America May 2002 - June 2007
State Street Global Advisors November 1999 - May 2002
Deloitte & Touche September 1998 - November 1999
Hutchins, Wheeler & Dittmar August 1994 - July 1998
Skills
Estate Planning, Six Sigma, Management, Wealth Management, Financial Planners, Banking, Wealth Management...
Education
Northeastern University School of Law 1991 — 1994
JD, Law
Ithaca College 1986 — 1990
Bachelor of Arts (B.A.), Psychology and English
Bentley College - Elkin B. McCallum Graduate School of Business
Bentley College - Elkin B. McCallum Graduate School of Business
bettyann bird's Deloitte & Touche Experience 2000 - 2004
Job Vice President at CareFusion
Industry Hospital & Health Care
Experience
CareFusion 2013 - Present
PSC Environmental Services 2011 - 2012
eHealth Portal 2009 - 2011
eStudySite 2007 - 2008
Cardinal Health, Consulting & Services 2004 - 2006
Deloitte & Touche 2000 - 2004
Education
Baylor University - Hankamer School of Business 1987 — 1989
Texas Christian University
BSN, Nursing
CareFusion 2013 - Present
PSC Environmental Services 2011 - 2012
eHealth Portal 2009 - 2011
eStudySite 2007 - 2008
Cardinal Health, Consulting & Services 2004 - 2006
Deloitte & Touche 2000 - 2004
Education
Baylor University - Hankamer School of Business 1987 — 1989
Texas Christian University
BSN, Nursing
Jeremy Skaggs's Deloitte & Touche Experience March 2005 - June 2008
Job VP of Finance at Pharmacy Unlimited
Industry Pharmaceuticals
Experience
Pharmacy Unlimited September 2009 - Present
Hanger Orthopedic Group July 2008 - September 2009
Deloitte & Touche March 2005 - June 2008
Education
Dallas Theological Seminary 2001 — 2004
MA, Cross-Cultural Ministries
Baylor University 1994 — 1998
BBA, Finance & Entrepreneurship
Pharmacy Unlimited September 2009 - Present
Hanger Orthopedic Group July 2008 - September 2009
Deloitte & Touche March 2005 - June 2008
Education
Dallas Theological Seminary 2001 — 2004
MA, Cross-Cultural Ministries
Baylor University 1994 — 1998
BBA, Finance & Entrepreneurship
John Mahoney's Deloitte & Touche Experience September 1990 - January 1996
Job Senior Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2012 - Present
Eaton Vance April 2005 - July 2012
State Street Corp January 1996 - April 2005
Deloitte & Touche September 1990 - January 1996
MFS January 1986 - January 1989
Skills
Mutual Funds, Fund Accounting, Equities, Securities, Asset Managment, Fund Administration, Alternative Investments, Valuation, Tax, Financial Reporting, Management, Financial Services, Investments
Education
Suffolk University - Sawyer Business School 1996 — 1999
MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MST, Taxation
University of Massachusetts Boston 1985 — 1990
BC High
State Street Bank July 2012 - Present
Eaton Vance April 2005 - July 2012
State Street Corp January 1996 - April 2005
Deloitte & Touche September 1990 - January 1996
MFS January 1986 - January 1989
Skills
Mutual Funds, Fund Accounting, Equities, Securities, Asset Managment, Fund Administration, Alternative Investments, Valuation, Tax, Financial Reporting, Management, Financial Services, Investments
Education
Suffolk University - Sawyer Business School 1996 — 1999
MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MST, Taxation
University of Massachusetts Boston 1985 — 1990
BC High
Denise Diehl's Deloitte & Touche Experience September 2006 - Present
Job Audit Senior Manager at Deloitte
Industry Accounting
Experience
Deloitte & Touche LLP August 2014 - Present
Deloitte & Touche September 2006 - Present
Deloitte & Touche June 2005 - August 2005
Skills
GAAP, SOX, Financial Accounting, Auditing, Accounting, US GAAP, Audit, Technical Accounting, Financial Control, Sarbanes-Oxley Act, Financial Audits, External Audit, SEC filings, CPA, Revenue Recognition, Internal Controls, Sarbanes-Oxley, Big 4, Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MSA, Accounting
Bentley University 2001 — 2005
Bachelor of Science, Accountancy
Deloitte & Touche LLP August 2014 - Present
Deloitte & Touche September 2006 - Present
Deloitte & Touche June 2005 - August 2005
Skills
GAAP, SOX, Financial Accounting, Auditing, Accounting, US GAAP, Audit, Technical Accounting, Financial Control, Sarbanes-Oxley Act, Financial Audits, External Audit, SEC filings, CPA, Revenue Recognition, Internal Controls, Sarbanes-Oxley, Big 4, Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MSA, Accounting
Bentley University 2001 — 2005
Bachelor of Science, Accountancy
Richard Duge's Deloitte & Touche Experience January 2005 - August 2006
Job Director of Supply Chain Finance at Dr Pepper Snapple Group
Industry Consumer Goods
Experience
Dr Pepper Snapple Group August 2011 - Present
Dr Pepper Snapple Group August 2010 - July 2011
Dr Pepper / Snapple Group November 2007 - July 2010
Dr Pepper Snapple Group May 2007 - October 2007
Dr Pepper Snapple Group September 2006 - April 2007
Deloitte & Touche January 2005 - August 2006
Deloitte January 2004 - March 2004
Sears, Roebuck and Co. August 1996 - December 2003
Skills
Process Improvement, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Financial Analysis, Inventory Management, Internal Controls, SAP BW, Variance Analysis, Budgets, Analysis, Strategic Financial..., Cost Accounting, Auditing, SAP, P&L, Income Statement, General Ledger, Consolidation, Account Reconciliation, Finance, Accounting
Education
The University of Texas at Dallas - School of Management
Master of Business Administration (M.B.A.), Accounting, Finance
Baylor University - Hankamer School of Business 1999 — 2004
BBA, Accounting
Waco High School
Dr Pepper Snapple Group August 2011 - Present
Dr Pepper Snapple Group August 2010 - July 2011
Dr Pepper / Snapple Group November 2007 - July 2010
Dr Pepper Snapple Group May 2007 - October 2007
Dr Pepper Snapple Group September 2006 - April 2007
Deloitte & Touche January 2005 - August 2006
Deloitte January 2004 - March 2004
Sears, Roebuck and Co. August 1996 - December 2003
Skills
Process Improvement, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Financial Analysis, Inventory Management, Internal Controls, SAP BW, Variance Analysis, Budgets, Analysis, Strategic Financial..., Cost Accounting, Auditing, SAP, P&L, Income Statement, General Ledger, Consolidation, Account Reconciliation, Finance, Accounting
Education
The University of Texas at Dallas - School of Management
Master of Business Administration (M.B.A.), Accounting, Finance
Baylor University - Hankamer School of Business 1999 — 2004
BBA, Accounting
Waco High School
Andrew Knowlton's Deloitte & Touche Experience January 2008 - September 2011
Job Manager Advisory Services at PwC
Industry Financial Services
Experience
PwC October 2011 - Present
Deloitte & Touche January 2008 - September 2011
Skills
Enterprise Risk..., Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Services, Financial Modeling, Capital Markets, Internal Controls, Valuation, Due Diligence
Education
Bentley University 2004 — 2007
BS, Economics/Finance
Université de Nantes 2006 — 2006
Intermediate French Language and European Economics
PwC October 2011 - Present
Deloitte & Touche January 2008 - September 2011
Skills
Enterprise Risk..., Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Services, Financial Modeling, Capital Markets, Internal Controls, Valuation, Due Diligence
Education
Bentley University 2004 — 2007
BS, Economics/Finance
Université de Nantes 2006 — 2006
Intermediate French Language and European Economics
Andrea Leonard's Deloitte & Touche Experience September 2007 - October 2010
Job Senior Analyst at United Technologies Aerospace Systems (UTAS)
Industry Accounting
Experience
Hamilton Sundstrand October 2012 - Present
OnCore Manufacturing Services, LLC November 2010 - October 2012
Deloitte & Touche September 2007 - October 2010
Leerink Swann September 2006 - September 2007
Solutia Inc. May 2006 - September 2006
Richard Marra, CPA January 2006 - May 2006
Skills
Auditing, Accounting, Sarbanes-Oxley Act, QuickBooks, Finance, Payroll, Financial Audits, Fixed Assets, Process Improvement, Software Documentation, Financial Reporting, Internal Controls, Financial Analysis, Internal Audit, US GAAP, GAAP, General Ledger, Financial Accounting, SEC filings, Financial Modeling, Account Reconciliation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master, Accounting
Bentley University 2003 — 2007
Bachelors, Corporate Finance & Accounting
Hamilton Sundstrand October 2012 - Present
OnCore Manufacturing Services, LLC November 2010 - October 2012
Deloitte & Touche September 2007 - October 2010
Leerink Swann September 2006 - September 2007
Solutia Inc. May 2006 - September 2006
Richard Marra, CPA January 2006 - May 2006
Skills
Auditing, Accounting, Sarbanes-Oxley Act, QuickBooks, Finance, Payroll, Financial Audits, Fixed Assets, Process Improvement, Software Documentation, Financial Reporting, Internal Controls, Financial Analysis, Internal Audit, US GAAP, GAAP, General Ledger, Financial Accounting, SEC filings, Financial Modeling, Account Reconciliation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master, Accounting
Bentley University 2003 — 2007
Bachelors, Corporate Finance & Accounting
Kevin Gaede's Deloitte & Touche Experience 1993 - 2002
Job Lead Consultant at Collaborative Consulting
Industry Management Consulting
Experience
Collaborative Consulting March 2015 - Present
Fuld + Company December 2014 - March 2015
State Street April 2008 - May 2014
Fidelity Investments May 2005 - December 2007
Investors Bank & Trust 2002 - May 2005
Deloitte & Touche 1993 - 2002
Skills
Product Management, Product Development, Visionary, Idea Generation, Collaborative Leadership, Cross-functional Team..., Mentoring, Market Requirements..., Product Road Mapping, Business Requirements, Business Writing, Business Analysis, Business Process..., Business Workflows, System Implementations, Coaching, Performance Reviews, Financial Modeling, Management Consulting, Asset Management, Wealth Management, Wireframes, Visio, Private Equity, Financial Services, Project Management
Education
Bentley University 1990 — 1993
BS, Accounting
Collaborative Consulting March 2015 - Present
Fuld + Company December 2014 - March 2015
State Street April 2008 - May 2014
Fidelity Investments May 2005 - December 2007
Investors Bank & Trust 2002 - May 2005
Deloitte & Touche 1993 - 2002
Skills
Product Management, Product Development, Visionary, Idea Generation, Collaborative Leadership, Cross-functional Team..., Mentoring, Market Requirements..., Product Road Mapping, Business Requirements, Business Writing, Business Analysis, Business Process..., Business Workflows, System Implementations, Coaching, Performance Reviews, Financial Modeling, Management Consulting, Asset Management, Wealth Management, Wireframes, Visio, Private Equity, Financial Services, Project Management
Education
Bentley University 1990 — 1993
BS, Accounting
Greg Finlay's Deloitte & Touche Experience January 2006 - April 2009
Job Manager, KPMG Advisory
Industry Financial Services
Experience
KPMG August 2010 - Present
Primatics Financial April 2009 - July 2010
Deloitte & Touche January 2006 - April 2009
Vanderbilt University August 2003 - December 2005
Skills
Due Diligence, IFRS, Valuation, Financial Modeling, Internal Audit, Financial Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2004 — 2005
Master's, Accounting
Saint Louis University 1999 — 2003
Bachelor, French, International Studies
KPMG August 2010 - Present
Primatics Financial April 2009 - July 2010
Deloitte & Touche January 2006 - April 2009
Vanderbilt University August 2003 - December 2005
Skills
Due Diligence, IFRS, Valuation, Financial Modeling, Internal Audit, Financial Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2004 — 2005
Master's, Accounting
Saint Louis University 1999 — 2003
Bachelor, French, International Studies
Jason Hirsch's Deloitte & Touche Experience June 1992 - July 1999
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Prudential Financial July 1999 - March 2012
Deloitte & Touche June 1992 - July 1999
Skills
Tax, International Tax, CPA, Due Diligence, Financial Accounting, Tax Law, Corporate Governance, Financial Analysis, Coaching, Equities, Asset Management, Private Equity, Accounting, Corporate Law, Investments
Education
New York University School of Law 1994 — 1997
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD
City University of New York-Brooklyn College 1987 — 1990
BS, Accounting
Morgan Stanley March 2012 - Present
Prudential Financial July 1999 - March 2012
Deloitte & Touche June 1992 - July 1999
Skills
Tax, International Tax, CPA, Due Diligence, Financial Accounting, Tax Law, Corporate Governance, Financial Analysis, Coaching, Equities, Asset Management, Private Equity, Accounting, Corporate Law, Investments
Education
New York University School of Law 1994 — 1997
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD
City University of New York-Brooklyn College 1987 — 1990
BS, Accounting
Pam Henehan's Deloitte & Touche Experience 1984 - 1986
Job Controller at Cromwell Development
Industry Staffing and Recruiting
Experience
Cromwell Development March 2014 - Present
Malone Solutions June 2004 - March 2014
Hawkins Capital Management 2000 - 2004
Century 21 Joe Guy Hagan formerly Rainey Jones & Associates 1993 - 2000
Deloitte & Touche 1984 - 1986
Skills
Payroll, Human Resources, Recruiting, Temporary Staffing, Staffing Services, Talent Management, Accounting, Employee Benefits, Strategic Planning, Change Management, Temporary Placement, Training, Employee Relations, Organizational..., Executive Search, Talent Acquisition, Benefits Administration, Applicant Tracking..., Technical Recruiting, Auditing, General Ledger, Financial Statements, Succession Planning
Education
Bellarmine University 1979 — 1984
BA, Accounting
Cromwell Development March 2014 - Present
Malone Solutions June 2004 - March 2014
Hawkins Capital Management 2000 - 2004
Century 21 Joe Guy Hagan formerly Rainey Jones & Associates 1993 - 2000
Deloitte & Touche 1984 - 1986
Skills
Payroll, Human Resources, Recruiting, Temporary Staffing, Staffing Services, Talent Management, Accounting, Employee Benefits, Strategic Planning, Change Management, Temporary Placement, Training, Employee Relations, Organizational..., Executive Search, Talent Acquisition, Benefits Administration, Applicant Tracking..., Technical Recruiting, Auditing, General Ledger, Financial Statements, Succession Planning
Education
Bellarmine University 1979 — 1984
BA, Accounting
Brian Adduci's Deloitte & Touche Experience December 2003 - March 2007
Job Senior Manager of Financial Reporting at TripAdvisor
Industry Accounting
Experience
TripAdvisor January 2012 - Present
Iron Mountain November 2008 - December 2011
BearingPoint Consulting March 2007 - October 2008
Deloitte & Touche December 2003 - March 2007
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, Revenue Recognition, Consolidation, Financial Reporting, Auditing, Hyperion Enterprise, Accounting
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Accounting Information Systems
TripAdvisor January 2012 - Present
Iron Mountain November 2008 - December 2011
BearingPoint Consulting March 2007 - October 2008
Deloitte & Touche December 2003 - March 2007
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, Revenue Recognition, Consolidation, Financial Reporting, Auditing, Hyperion Enterprise, Accounting
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Accounting Information Systems
Yizhi Ken Wang, CFA, CPA's Deloitte & Touche Experience October 1998 - April 1999
Job Associate General Counsel at American Capital
Industry Law Practice
Experience
American Capital August 2013 - Present
Latham & Watkins November 2010 - July 2013
Orrick, Herrington & Sutcliffe LLP September 2006 - October 2010
Fannie Mae April 2004 - May 2006
WGL Holdings, Inc. July 1999 - April 2004
Deloitte & Touche October 1998 - April 1999
Education
Georgetown University Law Center 2003 — 2006
J.D.
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
New York University 1996 — 1997
MA, International Relations
Beijing Foreign Studies University 1993 — 1996
MA, United Nations Simultaneous Interpretation
Beijing Foreign Studies University 1989 — 1993
BA, English
American Capital August 2013 - Present
Latham & Watkins November 2010 - July 2013
Orrick, Herrington & Sutcliffe LLP September 2006 - October 2010
Fannie Mae April 2004 - May 2006
WGL Holdings, Inc. July 1999 - April 2004
Deloitte & Touche October 1998 - April 1999
Education
Georgetown University Law Center 2003 — 2006
J.D.
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
New York University 1996 — 1997
MA, International Relations
Beijing Foreign Studies University 1993 — 1996
MA, United Nations Simultaneous Interpretation
Beijing Foreign Studies University 1989 — 1993
BA, English
Ken Holden's Deloitte & Touche Experience 1986 - 1995
Job CPA, Holden & Parker
Industry Accounting
Experience
Holden & Parker, PC 2007 - Present
Baylor Health Care System Foundation 1996 - 2007
Deloitte & Touche 1986 - 1995
Education
Baylor University 1985 — 1986
Master of Taxation
Baylor University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Holden & Parker, PC 2007 - Present
Baylor Health Care System Foundation 1996 - 2007
Deloitte & Touche 1986 - 1995
Education
Baylor University 1985 — 1986
Master of Taxation
Baylor University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Richard Slivinski's Deloitte & Touche Experience 1995 - 1998
Job Attorney
Industry Law Practice
Experience
Morgan Stanley March 2015 - Present
Fried Frank 2002 - December 2014
Honorable Thomas B. Bennett September 2001 - August 2002
Deloitte & Touche 1995 - 1998
Skills
Corporate Law, Restructuring, Bankruptcy, Corporate Finance, Distressed Debt, Distressed M&A, Litigation, Commercial Litigation, Corporate Governance, Securities Regulation, Mediation, Accounting, Legal Advice, Document Review, Commodity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD
Rutgers University-New Brunswick 1991 — 1995
BS, Accounting
Morgan Stanley March 2015 - Present
Fried Frank 2002 - December 2014
Honorable Thomas B. Bennett September 2001 - August 2002
Deloitte & Touche 1995 - 1998
Skills
Corporate Law, Restructuring, Bankruptcy, Corporate Finance, Distressed Debt, Distressed M&A, Litigation, Commercial Litigation, Corporate Governance, Securities Regulation, Mediation, Accounting, Legal Advice, Document Review, Commodity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD
Rutgers University-New Brunswick 1991 — 1995
BS, Accounting
Tom Radow's Deloitte & Touche Experience 1989 - 1990
Job Director at Holben Hay Lake Balzer CPAs
Industry Consumer Goods
Experience
Holben Hay Lake Balzer CPAs 2013 - Present
Dish Network 2012 - 2013
Internal Revenue Service 2007 - 2012
Village of Atlantic Beach 1996 - 2007
Internal Revenue Service 1991 - 2007
Deloitte & Touche 1989 - 1990
Ernst & Whinney 1985 - 1986
Lazarow & Co. 1984 - 1985
David Tarlow & Co. 1982 - 1984
Skills
Business Valuation, Estate Tax Planning, Gift Tax, Tax Law, Tax, Tax Compliance, IRS, Tax Controversy, Legal Research, Federal Tax, Tax Returns, Estate Planning, Negotiation, Public Speaking, Valuation, Dispute Resolution, Auditing, Budgets, Accounting, CPA, Appeals, Analysis, Corporate Tax, Corporate Law, Income Tax, International Tax, Litigation, Tax Accounting, Tax Preparation, Tax Advisory, Tax Research, Trusts
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
New York University - Leonard N. Stern School of Business
Bachelor of Science (B.S.)
Holben Hay Lake Balzer CPAs 2013 - Present
Dish Network 2012 - 2013
Internal Revenue Service 2007 - 2012
Village of Atlantic Beach 1996 - 2007
Internal Revenue Service 1991 - 2007
Deloitte & Touche 1989 - 1990
Ernst & Whinney 1985 - 1986
Lazarow & Co. 1984 - 1985
David Tarlow & Co. 1982 - 1984
Skills
Business Valuation, Estate Tax Planning, Gift Tax, Tax Law, Tax, Tax Compliance, IRS, Tax Controversy, Legal Research, Federal Tax, Tax Returns, Estate Planning, Negotiation, Public Speaking, Valuation, Dispute Resolution, Auditing, Budgets, Accounting, CPA, Appeals, Analysis, Corporate Tax, Corporate Law, Income Tax, International Tax, Litigation, Tax Accounting, Tax Preparation, Tax Advisory, Tax Research, Trusts
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
New York University - Leonard N. Stern School of Business
Bachelor of Science (B.S.)
Clare Jeannotte's Deloitte & Touche Experience 1982 - 1990
Job Director of Finance at Acton Boxborough Regional School District
Industry Government Administration
Experience
Acton Boxborough Regional School District July 2014 - Present
Town of Boxborough July 2010 - June 2014
Groton Dunstable Regional School District September 2009 - June 2010
Town of Chelmsford April 2007 - April 2010
Nashoba Valley Technical High School January 2006 - May 2009
FW Parker Charter Essential School 1995 - 2005
Agfa 1990 - 1994
Deloitte & Touche 1982 - 1990
Skills
Analysis, Non-profits, Financial Reporting, Policy, Financial Accounting, Finance, Payroll, Microsoft Word, Public Speaking, Nonprofits, Program Management, Auditing, Public Finance, Strategic Planning, Accounting, Government, PowerPoint, Management, Budgets, Microsoft Excel
Education
Bentley University 1980 — 1982
BS, Accounting
Acton Boxborough Regional School District July 2014 - Present
Town of Boxborough July 2010 - June 2014
Groton Dunstable Regional School District September 2009 - June 2010
Town of Chelmsford April 2007 - April 2010
Nashoba Valley Technical High School January 2006 - May 2009
FW Parker Charter Essential School 1995 - 2005
Agfa 1990 - 1994
Deloitte & Touche 1982 - 1990
Skills
Analysis, Non-profits, Financial Reporting, Policy, Financial Accounting, Finance, Payroll, Microsoft Word, Public Speaking, Nonprofits, Program Management, Auditing, Public Finance, Strategic Planning, Accounting, Government, PowerPoint, Management, Budgets, Microsoft Excel
Education
Bentley University 1980 — 1982
BS, Accounting
Raven Teeples's Deloitte & Touche Experience September 2010 - May 2011
Job Audit Manager at Deloitte & Touche
Industry Hospital & Health Care
Experience
Deloitte & Touche September 2010 - May 2011
Deloitte September 2007 - September 2010
Education
Belmont University 2000 — 2005
Masters of Accountancy, Accounting
Deloitte & Touche September 2010 - May 2011
Deloitte September 2007 - September 2010
Education
Belmont University 2000 — 2005
Masters of Accountancy, Accounting
Ann (Spiliotis) Conrad's Deloitte & Touche Experience August 1992 - Present
Job Director at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche August 1992 - Present
Ernst & Young 1996 - 1997
Skills
Internal Controls, US GAAP, Financial Reporting, CPA, Accounting, External Audit, Tax, Due Diligence, Financial Accounting, Mergers & Acquisitions, GAAP
Education
Bentley University 1981 — 1985
BS, Acounting
Deloitte & Touche August 1992 - Present
Ernst & Young 1996 - 1997
Skills
Internal Controls, US GAAP, Financial Reporting, CPA, Accounting, External Audit, Tax, Due Diligence, Financial Accounting, Mergers & Acquisitions, GAAP
Education
Bentley University 1981 — 1985
BS, Acounting
Stephanie Brown's Deloitte & Touche Experience Audit Senior ManagerDeloitte & Touche LLP2005 - Present
Job Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche Audit Senior ManagerDeloitte & Touche LLP2005 - Present
Crowe Chizek 1999 - 2004
Education
Bellarmine University 1995 — 2000
Bachelors & MBA, Accounting/MBA
Deloitte & Touche Audit Senior ManagerDeloitte & Touche LLP2005 - Present
Crowe Chizek 1999 - 2004
Education
Bellarmine University 1995 — 2000
Bachelors & MBA, Accounting/MBA
Elizabeth Benham's Deloitte & Touche Experience September 1985 - May 2000
Job Director, Financial Operations, Swanee Hunt Family Office
Industry Nonprofit Organization Management
Experience
Hunt Alternatives, LLC May 2000 - Present
Deloitte & Touche September 1985 - May 2000
Skills
Accounting, Financial Reporting, Budgets, Auditing, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MST, Tax
Boston College 1981 — 1985
BS Management, Accounting & Computer Science
Hunt Alternatives, LLC May 2000 - Present
Deloitte & Touche September 1985 - May 2000
Skills
Accounting, Financial Reporting, Budgets, Auditing, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MST, Tax
Boston College 1981 — 1985
BS Management, Accounting & Computer Science
Matt Latham's Deloitte & Touche Experience January 2002 - November 2007
Job Executive Director/Owner at Visiting Angels of Kansas City
Industry Hospital & Health Care
Experience
Visiting Angels of Kansas City February 2012 - Present
Mariner Real Estate July 2011 - February 2012
Columbus Avenue Consulting November 2007 - July 2011
Deloitte & Touche January 2002 - November 2007
Skills
SEC filings, Home Care, Elder Care
Education
Baylor University 1998 — 2002
Master of Accountancy
Baylor University - Hankamer School of Business 1998 — 2002
MACC, Accounting
Shawnee Mission East
Visiting Angels of Kansas City February 2012 - Present
Mariner Real Estate July 2011 - February 2012
Columbus Avenue Consulting November 2007 - July 2011
Deloitte & Touche January 2002 - November 2007
Skills
SEC filings, Home Care, Elder Care
Education
Baylor University 1998 — 2002
Master of Accountancy
Baylor University - Hankamer School of Business 1998 — 2002
MACC, Accounting
Shawnee Mission East
Ryan Wagers's Deloitte & Touche Experience 2005 - 2008
Job Chief Accounting Officer at Sitel
Industry Accounting
Experience
Sitel 2011 - Present
Sitel 2010 - 2011
Sitel 2008 - 2010
Deloitte & Touche 2005 - 2008
PwC 2002 - 2005
Skills
GAAP, SEC reporting, SOX, Internal Controls, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, US GAAP, Auditing, CPA, Sarbanes-Oxley, External Audit, Internal Audit, Financial Accounting, IFRS, Variance Analysis
Education
Belmont University 2000 — 2001
MACC, Accounting
Vanderbilt University 1995 — 1999
Bachelor of Arts, Economics
Sitel 2011 - Present
Sitel 2010 - 2011
Sitel 2008 - 2010
Deloitte & Touche 2005 - 2008
PwC 2002 - 2005
Skills
GAAP, SEC reporting, SOX, Internal Controls, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, US GAAP, Auditing, CPA, Sarbanes-Oxley, External Audit, Internal Audit, Financial Accounting, IFRS, Variance Analysis
Education
Belmont University 2000 — 2001
MACC, Accounting
Vanderbilt University 1995 — 1999
Bachelor of Arts, Economics
Dana Tramonte's Deloitte & Touche Experience 2005 - 2007
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
Todd Tramonte Home Selling Team - Market Experts Realty July 2013 - Present
CliftonLarsonAllen December 2011 - July 2013
Larson Allen, LLP 2009 - July 2013
LarsonAllen LLP f/k/a Henry, Held & Reilly LLP November 2008 - November 2009
Henry, Held & Reilly, LLP January 2007 - November 2009
Deloitte & Touche 2005 - 2007
Deloitte Tax, LLP 2005 - 2007
Skills
Income Tax, Tax, Accounting, Corporate Tax, Tax Research, CPA, Partnership Taxation, Tax Accounting
Education
Baylor University 2000 — 2004
MAcc, Accounting
Baylor University - Hankamer School of Business 2000 — 2004
Masters of Accounting, Accounting
Todd Tramonte Home Selling Team - Market Experts Realty July 2013 - Present
CliftonLarsonAllen December 2011 - July 2013
Larson Allen, LLP 2009 - July 2013
LarsonAllen LLP f/k/a Henry, Held & Reilly LLP November 2008 - November 2009
Henry, Held & Reilly, LLP January 2007 - November 2009
Deloitte & Touche 2005 - 2007
Deloitte Tax, LLP 2005 - 2007
Skills
Income Tax, Tax, Accounting, Corporate Tax, Tax Research, CPA, Partnership Taxation, Tax Accounting
Education
Baylor University 2000 — 2004
MAcc, Accounting
Baylor University - Hankamer School of Business 2000 — 2004
Masters of Accounting, Accounting
Laura Southward's Deloitte & Touche Experience July 1989 - December 1994
Job CPA at Neal R. Veta & Associates, P.C.
Industry Financial Services
Experience
Neal R. Veta & Associates, P.C. July 2014 - Present
revelationMD September 2010 - January 2014
Northwood University June 2001 - December 2004
Contract March 1995 - June 1997
Deloitte & Touche July 1989 - December 1994
Skills
Strategic Planning, Public Speaking, Budgets, Contract Negotiation, Financial Analysis, Strategy, Mergers & Acquisitions, Accounting, Executive Management, Start-ups, Tax, CPA, Managerial Finance, Investments, Due Diligence
Education
University of Denver 1990 — 1991
Selected Studies, Masters of Taxation
Baylor University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Neal R. Veta & Associates, P.C. July 2014 - Present
revelationMD September 2010 - January 2014
Northwood University June 2001 - December 2004
Contract March 1995 - June 1997
Deloitte & Touche July 1989 - December 1994
Skills
Strategic Planning, Public Speaking, Budgets, Contract Negotiation, Financial Analysis, Strategy, Mergers & Acquisitions, Accounting, Executive Management, Start-ups, Tax, CPA, Managerial Finance, Investments, Due Diligence
Education
University of Denver 1990 — 1991
Selected Studies, Masters of Taxation
Baylor University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Jane Finley's Deloitte & Touche Experience 1981 - 1992
Job Deloitte Professor of Accounting
Industry Higher Education
Experience
Belmont University Member Board of DirectorsPublix SupermarketsApril 2009 - Present
Deloitte & Touche 1981 - 1992
Skills
Business Analysis, Accounting, Financial Reporting, Financial Analysis, Auditing, Strategic Planning, Data Analysis, Process Improvement, Team Leadership, Negotiation, Public Speaking, Leadership, Internal Controls, Project Management, Microsoft Office, Microsoft Excel, Sarbanes-Oxley Act
Education
Belmont University
Belmont University
Emory University
BBA, Accounting
FSU
PhD, ISM
Belmont University Member Board of DirectorsPublix SupermarketsApril 2009 - Present
Deloitte & Touche 1981 - 1992
Skills
Business Analysis, Accounting, Financial Reporting, Financial Analysis, Auditing, Strategic Planning, Data Analysis, Process Improvement, Team Leadership, Negotiation, Public Speaking, Leadership, Internal Controls, Project Management, Microsoft Office, Microsoft Excel, Sarbanes-Oxley Act
Education
Belmont University
Belmont University
Emory University
BBA, Accounting
FSU
PhD, ISM
Chi Hyuk Lee's Deloitte & Touche Experience October 2009 - October 2013
Job Senior Accountant at Qualcomm
Industry Accounting
Experience
Qualcomm October 2013 - Present
Deloitte & Touche October 2009 - October 2013
San Diego State University September 2007 - April 2009
University of Michigan April 2006 - July 2006
SK Telecom June 2003 - July 2003
Korea Advanced Institute of Science & Technology 2003 - 2003
Skills
English, Accounting, CPA, Spanish, Auditing, Korean
Education
San Diego State University-California State University 2007 — 2009
Master, Accountancy
University of Michigan 2001 — 2006
Bachelor of Science, Economics
Beijing Language and Culture University 2005 — 2005
Study Abroad, Intensive Language & Culture Course
Qualcomm October 2013 - Present
Deloitte & Touche October 2009 - October 2013
San Diego State University September 2007 - April 2009
University of Michigan April 2006 - July 2006
SK Telecom June 2003 - July 2003
Korea Advanced Institute of Science & Technology 2003 - 2003
Skills
English, Accounting, CPA, Spanish, Auditing, Korean
Education
San Diego State University-California State University 2007 — 2009
Master, Accountancy
University of Michigan 2001 — 2006
Bachelor of Science, Economics
Beijing Language and Culture University 2005 — 2005
Study Abroad, Intensive Language & Culture Course
Allison Whall's Deloitte & Touche Experience August 2010 - August 2013
Job Resource Management Core Talent Services
Industry Accounting
Experience
Deloitte February 2015 - Present
Philips January 2014 - February 2015
Deloitte August 2013 - December 2013
Deloitte & Touche August 2010 - August 2013
Deloitte August 2008 - August 2010
Skills
Financial Reporting, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Business Process..., Information Technology, Healthcare Information..., Information Security, IT Audit, CISA, US GAAP
Education
Northeastern University 2008 — 2009
MSA, Accounting
Bentley University 2004 — 2008
Bachelor of Science (BS), Accounting
Deloitte February 2015 - Present
Philips January 2014 - February 2015
Deloitte August 2013 - December 2013
Deloitte & Touche August 2010 - August 2013
Deloitte August 2008 - August 2010
Skills
Financial Reporting, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Business Process..., Information Technology, Healthcare Information..., Information Security, IT Audit, CISA, US GAAP
Education
Northeastern University 2008 — 2009
MSA, Accounting
Bentley University 2004 — 2008
Bachelor of Science (BS), Accounting
Erika Ishihara Noda's Deloitte & Touche Experience August 2010 - August 2013
Job at
Industry Accounting
Experience
ITOCHU International Inc. December 2013 - Present
Deloitte and Touche August 2013 - December 2013
Deloitte & Touche August 2010 - August 2013
Deloitte & Touche January 2009 - August 2010
Deloitte Touche Tohmatsu (Tokyo, Japan) October 2006 - December 2008
Deloitte & Touche September 2004 - September 2006
Education
Bentley University
MS, Accounting
University of Michigan
BA, Economics
ITOCHU International Inc. December 2013 - Present
Deloitte and Touche August 2013 - December 2013
Deloitte & Touche August 2010 - August 2013
Deloitte & Touche January 2009 - August 2010
Deloitte Touche Tohmatsu (Tokyo, Japan) October 2006 - December 2008
Deloitte & Touche September 2004 - September 2006
Education
Bentley University
MS, Accounting
University of Michigan
BA, Economics
Emi Mounaim's Deloitte & Touche Experience September 2008 - October 2013
Job Sr. Financial Reporting Analyst
Industry Accounting
Experience
Atlantic Power Corporation July 2015 - Present
BDO USA, LLP December 2013 - July 2015
Deloitte & Touche September 2008 - October 2013
Skills
External Audit, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounting, US GAAP, Financial Reporting, Risk Management, IFRS, Auditing, CPA, Financial Audits, Business Process, Financial Accounting, GAAP, Financial Analysis, SEC Filings
Education
Bentley University 2006 — 2007
MSA
Bridgewater State University
BS
Atlantic Power Corporation July 2015 - Present
BDO USA, LLP December 2013 - July 2015
Deloitte & Touche September 2008 - October 2013
Skills
External Audit, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounting, US GAAP, Financial Reporting, Risk Management, IFRS, Auditing, CPA, Financial Audits, Business Process, Financial Accounting, GAAP, Financial Analysis, SEC Filings
Education
Bentley University 2006 — 2007
MSA
Bridgewater State University
BS
Joel Oertling's Deloitte & Touche Experience 1984 - 1992
Job VP Finance/CFO at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners September 2001 - Present
J.C. Bradford 1992 - 2000
Deloitte & Touche 1984 - 1992
Skills
Equities, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Financial Modeling, Business Valuation, Finance, Equity Research, Due Diligence, Asset Management, Financial Planning, Accounting, Strategic Planning, Leadership
Education
Belmont University 2008 — 2009
Scarlett Leadership Program
Louisiana State University 1981 — 1983
MS, Finance
Louisiana Tech University 1977 — 1981
BS, Accounting
Avondale Partners September 2001 - Present
J.C. Bradford 1992 - 2000
Deloitte & Touche 1984 - 1992
Skills
Equities, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Financial Modeling, Business Valuation, Finance, Equity Research, Due Diligence, Asset Management, Financial Planning, Accounting, Strategic Planning, Leadership
Education
Belmont University 2008 — 2009
Scarlett Leadership Program
Louisiana State University 1981 — 1983
MS, Finance
Louisiana Tech University 1977 — 1981
BS, Accounting
Pamela LaGambina, CPA, MST's Deloitte & Touche Experience September 1987 - April 1996
Job Director of Tax Compliance at American Tower
Industry Telecommunications
Experience
American Tower January 1998 - Present
American Radio Systems April 1996 - January 1998
Deloitte & Touche September 1987 - April 1996
Skills
Sarbanes-Oxley Act, Tax Accounting, SEC filings, US GAAP, International Tax, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters of Science in Taxation, Taxation
American Tower January 1998 - Present
American Radio Systems April 1996 - January 1998
Deloitte & Touche September 1987 - April 1996
Skills
Sarbanes-Oxley Act, Tax Accounting, SEC filings, US GAAP, International Tax, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters of Science in Taxation, Taxation
Anita Gregory's Deloitte & Touche Experience 1989 - 1997
Job Executive Admin at Infor Global Solutions
Industry Computer Software
Experience
Infor Global Solutions 2006 - Present
Kidde plc 2001 - 2005
Digital Goods 2000 - 2001
ACT Manufacturing, Inc. 1997 - 2000
Deloitte & Touche 1989 - 1997
Steven C. Byrnes Associates 1985 - 1989
Education
Becker College 2003 — 2005
Certificate, Paralegal
Becker College 1983 — 1985
Associate, Executive Secretarial Science
Infor Global Solutions 2006 - Present
Kidde plc 2001 - 2005
Digital Goods 2000 - 2001
ACT Manufacturing, Inc. 1997 - 2000
Deloitte & Touche 1989 - 1997
Steven C. Byrnes Associates 1985 - 1989
Education
Becker College 2003 — 2005
Certificate, Paralegal
Becker College 1983 — 1985
Associate, Executive Secretarial Science
Marya Johnson's Deloitte & Touche Experience 1990 - 1993
Job Global Strategy Director, Southern Comfort at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman January 2012 - March 2013
Brown-Forman May 2009 - January 2012
Brown-Forman 2006 - 2009
Brown-Forman 2003 - 2006
Brown-Forman 2000 - 2003
Brown-Forman 2000 - 2003
Brown-Forman 1996 - 2000
Brown-Forman 1995 - 1996
Brown-Forman 1993 - 1995
Deloitte & Touche 1990 - 1993
Skills
Financial Analysis, Budgets, Financial Accounting, Pricing, Internal Controls, Income Statement, Financial Audits, Strategic Financial..., Auditing, Strategic Planning, Internal Audit, Alcoholic Beverages, Process Improvement, P&L Management, Pricing Strategy, Account Reconciliation, Beverage Industry, Business Strategy
Education
Bellarmine University 1995 — 1998
MBA
Eastern Kentucky University 1986 — 1990
BBA, Accounting
Brown-Forman January 2012 - March 2013
Brown-Forman May 2009 - January 2012
Brown-Forman 2006 - 2009
Brown-Forman 2003 - 2006
Brown-Forman 2000 - 2003
Brown-Forman 2000 - 2003
Brown-Forman 1996 - 2000
Brown-Forman 1995 - 1996
Brown-Forman 1993 - 1995
Deloitte & Touche 1990 - 1993
Skills
Financial Analysis, Budgets, Financial Accounting, Pricing, Internal Controls, Income Statement, Financial Audits, Strategic Financial..., Auditing, Strategic Planning, Internal Audit, Alcoholic Beverages, Process Improvement, P&L Management, Pricing Strategy, Account Reconciliation, Beverage Industry, Business Strategy
Education
Bellarmine University 1995 — 1998
MBA
Eastern Kentucky University 1986 — 1990
BBA, Accounting
Allen Green's Deloitte & Touche Experience July 2009 - August 2012
Job Senior Accountant at HCA Physician Services
Industry Accounting
Experience
HCA Physician Services June 2014 - Present
Cracker Barrel January 2013 - June 2014
Deloitte & Touche July 2009 - August 2012
Skills
Accounting, Leadership, Microsoft Excel, Financial Analysis, Financial Reporting, GAAP, General Ledger
Education
Belmont University 2006 — 2007
Business Administration, Accounting
Southeastern Illinois College 2000 — 2002
Associates Degree, Accounting
HCA Physician Services June 2014 - Present
Cracker Barrel January 2013 - June 2014
Deloitte & Touche July 2009 - August 2012
Skills
Accounting, Leadership, Microsoft Excel, Financial Analysis, Financial Reporting, GAAP, General Ledger
Education
Belmont University 2006 — 2007
Business Administration, Accounting
Southeastern Illinois College 2000 — 2002
Associates Degree, Accounting
Patrick Fang's Deloitte & Touche Experience June 2004 - August 2004
Job In House Counsel at Accenture
Industry Law Practice
Experience
Accenture March 2015 - Present
Bingham McCutchen September 2013 - June 2014
Bingham McCutchen September 2008 - September 2013
Bingham McCutchen May 2007 - August 2007
Kaplan Fox & Kilsheimer LLP May 2006 - May 2007
Deloitte January 2005 - August 2005
Deloitte & Touche June 2004 - August 2004
Skills
Corporate Transactional, General Contracting, Legal Research, Litigation, Commercial Litigation, Bankruptcy, Legal Writing, Trials, Intellectual Property, Westlaw, Civil Litigation, Courts, Securities Regulation, Corporate Governance, Appeals, Mediation, Securities Litigation, Auditing, Arbitration
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
J.D., Law
The College of William and Mary - The Mason School of Business 2001 — 2004
BBA, Finance and Accounting
William & Mary 2001 — 2004
BBA, Finance, Accounting
Accenture March 2015 - Present
Bingham McCutchen September 2013 - June 2014
Bingham McCutchen September 2008 - September 2013
Bingham McCutchen May 2007 - August 2007
Kaplan Fox & Kilsheimer LLP May 2006 - May 2007
Deloitte January 2005 - August 2005
Deloitte & Touche June 2004 - August 2004
Skills
Corporate Transactional, General Contracting, Legal Research, Litigation, Commercial Litigation, Bankruptcy, Legal Writing, Trials, Intellectual Property, Westlaw, Civil Litigation, Courts, Securities Regulation, Corporate Governance, Appeals, Mediation, Securities Litigation, Auditing, Arbitration
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
J.D., Law
The College of William and Mary - The Mason School of Business 2001 — 2004
BBA, Finance and Accounting
William & Mary 2001 — 2004
BBA, Finance, Accounting
Maribel Caballes-Holmes's Deloitte & Touche Experience October 2007 - October 2008
Job Experienced Corporate Meeting Coordinator
Industry Staffing and Recruiting
Experience
Deloitte & Touche October 2007 - October 2008
Cracker Barrel- Home Office June 2001 - September 2007
Cracker Barrel Old Country Store 2001 - 2007
Skills
Talent Management, Project Planning, Training, Sourcing, Event Planning, Interviews, Time Management, Budgets, Management, Project Management, Recruiting, Human Resources
Education
The George Washington University 2004 — 2006
Certification, Meeting & Events Management Program
Belmont University 2005 — 2005
Certification, Meeting & Events Program
Cumberland University 1997 — 2000
Bachelors, Business Marketing & Management
Deloitte & Touche October 2007 - October 2008
Cracker Barrel- Home Office June 2001 - September 2007
Cracker Barrel Old Country Store 2001 - 2007
Skills
Talent Management, Project Planning, Training, Sourcing, Event Planning, Interviews, Time Management, Budgets, Management, Project Management, Recruiting, Human Resources
Education
The George Washington University 2004 — 2006
Certification, Meeting & Events Management Program
Belmont University 2005 — 2005
Certification, Meeting & Events Program
Cumberland University 1997 — 2000
Bachelors, Business Marketing & Management
Joanna Miller-Suna's Deloitte & Touche Experience July 1999 - October 2000
Job Senior Counsel at Perkins Coie LLP
Industry Law Practice
Experience
Perkins Coie LLP May 2015 - Present
Lowenstein Sandler LLP December 2010 - April 2015
KPMG February 2010 - November 2010
Cadwalader, Wickersham & Taft LLP October 2000 - July 2009
Deloitte & Touche July 1999 - October 2000
Skills
Structured Finance, Capital Markets, Hedge Funds, Corporate Finance, Securitization, Derivatives
Education
New York University School of Law 1998 — 1999
LLM Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD
Cornell University 1991 — 1995
BA - Government, Political Science
Perkins Coie LLP May 2015 - Present
Lowenstein Sandler LLP December 2010 - April 2015
KPMG February 2010 - November 2010
Cadwalader, Wickersham & Taft LLP October 2000 - July 2009
Deloitte & Touche July 1999 - October 2000
Skills
Structured Finance, Capital Markets, Hedge Funds, Corporate Finance, Securitization, Derivatives
Education
New York University School of Law 1998 — 1999
LLM Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD
Cornell University 1991 — 1995
BA - Government, Political Science
Teresa McClung, CPA, CISA's Deloitte & Touche Experience April 2011 - August 2011
Job Senior Consultant | Deloitte Advisory
Industry Information Technology and Services
Experience
Deloitte Advisory August 2014 - Present
Deloitte July 2012 - August 2014
University of Tennessee August 2011 - June 2012
Deloitte & Touche April 2011 - August 2011
Skills
Business Analysis, Strategic Planning, Business Process..., SQL, Project Management, Team Leadership, Leadership, IT Audit, Databases, Risk Management, Visio, Outlook, Management, Teamwork, Sarbanes-Oxley, Data Analysis, Sarbanes-Oxley Act
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2011
Masters of Accounting, Audit & Controls
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
Fine and Studio Arts
Deloitte Advisory August 2014 - Present
Deloitte July 2012 - August 2014
University of Tennessee August 2011 - June 2012
Deloitte & Touche April 2011 - August 2011
Skills
Business Analysis, Strategic Planning, Business Process..., SQL, Project Management, Team Leadership, Leadership, IT Audit, Databases, Risk Management, Visio, Outlook, Management, Teamwork, Sarbanes-Oxley, Data Analysis, Sarbanes-Oxley Act
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2011
Masters of Accounting, Audit & Controls
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
Fine and Studio Arts
Monica Malhotra Sardana's Deloitte & Touche Experience 2002 - 2002
Job Senior Manager Mergers & Acquisition Tax at KPMG LLP
Industry Accounting
Experience
KPMG LLP August 2005 - Present
Plante & Moran, PLLC 2002 - 2005
Deloitte & Touche 2002 - 2002
Arthur Andersen 2000 - 2002
Education
Benedictine University 1996 — 2000
BBA, Accounting
KPMG LLP August 2005 - Present
Plante & Moran, PLLC 2002 - 2005
Deloitte & Touche 2002 - 2002
Arthur Andersen 2000 - 2002
Education
Benedictine University 1996 — 2000
BBA, Accounting
Deborah Woodman's Deloitte & Touche Experience February 2001 - November 2004
Job Tax Specialist
Industry Accounting
Experience
Woodman-Forrest Financial Services, LLC February 2011 - Present
PricewaterhouseCoopers August 2007 - January 2010
Caturano and Company November 2004 - August 2007
Deloitte & Touche February 2001 - November 2004
Skills
Tax, Income Tax, Tax Compliance, Financial Planning, Accounting
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
BBA, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation
Woodman-Forrest Financial Services, LLC February 2011 - Present
PricewaterhouseCoopers August 2007 - January 2010
Caturano and Company November 2004 - August 2007
Deloitte & Touche February 2001 - November 2004
Skills
Tax, Income Tax, Tax Compliance, Financial Planning, Accounting
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
BBA, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation
Bing (Tracy) Chen's Deloitte & Touche Experience August 2006 - September 2008
Job CPA
Industry Accounting
Experience
Pan Am Railways 2013 - Present
Pan Am Railways 2009 - 2013
Harte-Hanks, Inc. September 2008 - July 2009
Deloitte & Touche August 2006 - September 2008
Skills
Corporate Tax, GAAP, CPA, Financial Reporting, Accounting, Auditing, Financial Accounting, Financial Analysis
Education
Bentley University 2005 — 2006
Master, Accounting
Pan Am Railways 2013 - Present
Pan Am Railways 2009 - 2013
Harte-Hanks, Inc. September 2008 - July 2009
Deloitte & Touche August 2006 - September 2008
Skills
Corporate Tax, GAAP, CPA, Financial Reporting, Accounting, Auditing, Financial Accounting, Financial Analysis
Education
Bentley University 2005 — 2006
Master, Accounting
Chris Suscha's Deloitte & Touche Experience January 1998 - January 1999
Job Vice President Development at United Surgical Partners International, Inc
Industry Hospital & Health Care
Experience
United Surgical Partners International, Inc August 2015 - Present
Meridian Surgical Partners March 2014 - February 2015
National Surgical Hospitals November 2012 - January 2014
Meridian Surgical Partners January 2008 - October 2012
Private Capital Advisors, LLC April 2003 - April 2006
Houlihan Lokey January 1999 - April 2003
Deloitte & Touche January 1998 - January 1999
Skills
Healthcare, Mergers & Acquisitions, Venture Capital, Business Development, New Business Development, Corporate Finance, Strategic Planning, Valuation, Investment Banking, Restructuring, Financial Modeling, Start-ups, Early Stage Companies, Growth Strategies, Value Creation, Strategy, Due Diligence
Education
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Beloit College 1984 — 1988
BA, Economics & Management
United Surgical Partners International, Inc August 2015 - Present
Meridian Surgical Partners March 2014 - February 2015
National Surgical Hospitals November 2012 - January 2014
Meridian Surgical Partners January 2008 - October 2012
Private Capital Advisors, LLC April 2003 - April 2006
Houlihan Lokey January 1999 - April 2003
Deloitte & Touche January 1998 - January 1999
Skills
Healthcare, Mergers & Acquisitions, Venture Capital, Business Development, New Business Development, Corporate Finance, Strategic Planning, Valuation, Investment Banking, Restructuring, Financial Modeling, Start-ups, Early Stage Companies, Growth Strategies, Value Creation, Strategy, Due Diligence
Education
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Beloit College 1984 — 1988
BA, Economics & Management
Monica McAndrew's Deloitte & Touche Experience August 2005 - Present
Job Director, Procurement at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche August 2005 - Present
Deloitte Consulting 1995 - 2001
FAG Bearings Inc 1986 - 1995
Skills
Procurement, Strategic Sourcing, Sourcing, Procure-to-Pay, SAP, Ariba, Project Planning, Process Improvement, Cross-functional Team..., Project Management, Strategy
Education
University of Connecticut 1983 — 1986
BA, German / Communications
Beloit College 1981 — 1983
Deloitte & Touche August 2005 - Present
Deloitte Consulting 1995 - 2001
FAG Bearings Inc 1986 - 1995
Skills
Procurement, Strategic Sourcing, Sourcing, Procure-to-Pay, SAP, Ariba, Project Planning, Process Improvement, Cross-functional Team..., Project Management, Strategy
Education
University of Connecticut 1983 — 1986
BA, German / Communications
Beloit College 1981 — 1983
Jason Puccio's Deloitte & Touche Experience January 2009 - July 2010
Job Revenue Manager at Community Health Systems
Industry Hospital & Health Care
Experience
Community Health Systems 2012 - Present
Community Health Systems July 2010 - April 2012
Deloitte & Touche January 2009 - July 2010
The Kennebec Journal November 1998 - May 2007
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
Masters, Accountancy
University of Maine
Bachelors, Journalism
Community Health Systems 2012 - Present
Community Health Systems July 2010 - April 2012
Deloitte & Touche January 2009 - July 2010
The Kennebec Journal November 1998 - May 2007
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
Masters, Accountancy
University of Maine
Bachelors, Journalism
Ben Linden's Deloitte & Touche Experience 1994 - 1995
Job CPA, Finance and Accounting Professional
Industry Biotechnology
Experience
Metamark Genetics, Inc. April 2014 - Present
Wingate Healthcare September 2012 - April 2014
National Dentex Corporation January 2006 - September 2012
CBE Technologies September 1998 - December 2005
Feeley & Driscoll 1995 - 1998
Deloitte & Touche 1994 - 1995
Skills
Strategic Planning, Process Improvement, General Ledger, Treasury, Due Diligence, CPA, SEC, SOX 404, Auditing, Sarbanes-Oxley Act
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MS, Taxation
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA and BS, Accounting and Business
Tufts University 1988 — 1992
BA, Economics
Metamark Genetics, Inc. April 2014 - Present
Wingate Healthcare September 2012 - April 2014
National Dentex Corporation January 2006 - September 2012
CBE Technologies September 1998 - December 2005
Feeley & Driscoll 1995 - 1998
Deloitte & Touche 1994 - 1995
Skills
Strategic Planning, Process Improvement, General Ledger, Treasury, Due Diligence, CPA, SEC, SOX 404, Auditing, Sarbanes-Oxley Act
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MS, Taxation
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA and BS, Accounting and Business
Tufts University 1988 — 1992
BA, Economics
Gianni Inglese, CPA's Deloitte & Touche Experience 1998 - 2001
Job Controller
Industry Accounting
Experience
State Street October 2013 - Present
Pyramid Advisors January 2012 - February 2013
Pyramid Advisors November 2004 - December 2011
Liberty Mutual Insurance 2003 - 2004
CBIZ Tofias 2001 - 2003
Deloitte & Touche 1998 - 2001
Ernst & Young 1996 - 1998
Skills
Accounting, P&L, Corporate Finance, Restructuring, Account Reconciliation, Managerial Finance, Strategic Financial..., Corporate Tax, Strategic Planning, Leadership, Fixed Assets, Customer Service, Hyperion Enterprise, Business Strategy, Cost Accounting, Forensic Accounting, Private Equity, Financial Audits, Team Building, Operations Management, Negotiation, Account Management, Process Improvement
Education
Bentley University
Bachelor of Science, Accountancy, Overall GPA: 3.72; Graduated Magna Cum Laude
State Street October 2013 - Present
Pyramid Advisors January 2012 - February 2013
Pyramid Advisors November 2004 - December 2011
Liberty Mutual Insurance 2003 - 2004
CBIZ Tofias 2001 - 2003
Deloitte & Touche 1998 - 2001
Ernst & Young 1996 - 1998
Skills
Accounting, P&L, Corporate Finance, Restructuring, Account Reconciliation, Managerial Finance, Strategic Financial..., Corporate Tax, Strategic Planning, Leadership, Fixed Assets, Customer Service, Hyperion Enterprise, Business Strategy, Cost Accounting, Forensic Accounting, Private Equity, Financial Audits, Team Building, Operations Management, Negotiation, Account Management, Process Improvement
Education
Bentley University
Bachelor of Science, Accountancy, Overall GPA: 3.72; Graduated Magna Cum Laude
Heath Poindexter's Deloitte & Touche Experience June 2006 - May 2009
Job Partner, Deloitte Advisory
Industry Oil & Energy
Experience
Deloitte August 2015 - Present
Deloitte & Touche LLP June 2009 - Present
Deloitte & Touche June 2006 - May 2009
Deloitte & Touche September 2001 - May 2006
Skills
Valuation, Auditing, SEC filings, Capital Markets, Risk Management, Hedge Accounting, Accounting, SEC Filings, IPO, Financial Accounting, Financial Reporting
Education
Baylor University - Hankamer School of Business 1996 — 2001
Master of Accountancy, Accounting, Finance
Deloitte August 2015 - Present
Deloitte & Touche LLP June 2009 - Present
Deloitte & Touche June 2006 - May 2009
Deloitte & Touche September 2001 - May 2006
Skills
Valuation, Auditing, SEC filings, Capital Markets, Risk Management, Hedge Accounting, Accounting, SEC Filings, IPO, Financial Accounting, Financial Reporting
Education
Baylor University - Hankamer School of Business 1996 — 2001
Master of Accountancy, Accounting, Finance
Jennifer Scalia, CPA, MST's Deloitte & Touche Experience November 2010 - December 2014
Job Director of Corporate Accounting at NetScout Systems
Industry Accounting
Experience
NetScout Systems December 2014 - Present
Deloitte & Touche November 2010 - December 2014
Costantino Richards Rizzo, LLP January 2008 - November 2010
Gomez, Inc. 2007 - 2008
Boston Properties 2005 - 2007
Caturano and Company 2002 - 2005
Arthur Andersen 2000 - 2002
Skills
SEC filings, CPA, Accounting, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Master of Science, Taxation
Bentley University 1997 — 2001
Bachelor of Science, Accountancy
NetScout Systems December 2014 - Present
Deloitte & Touche November 2010 - December 2014
Costantino Richards Rizzo, LLP January 2008 - November 2010
Gomez, Inc. 2007 - 2008
Boston Properties 2005 - 2007
Caturano and Company 2002 - 2005
Arthur Andersen 2000 - 2002
Skills
SEC filings, CPA, Accounting, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Master of Science, Taxation
Bentley University 1997 — 2001
Bachelor of Science, Accountancy
Roy Schneiderman's Deloitte & Touche Experience 1990 - 1994
Job Principal at Bard Consulting LLC
Industry Real Estate
Experience
Bard Consulting LLC 2001 - Present
Sedway Group / CBRE Consulting 1994 - 2001
Deloitte & Touche 1990 - 1994
Keyser Marston Associates 1984 - 1989
Education
University of California, Berkeley 1982 — 1984
M.B.A.
Yale University 1978 — 1980
M.A., Philosophy
Beloit College 1973 — 1977
B.A., Philosophy
Bard Consulting LLC 2001 - Present
Sedway Group / CBRE Consulting 1994 - 2001
Deloitte & Touche 1990 - 1994
Keyser Marston Associates 1984 - 1989
Education
University of California, Berkeley 1982 — 1984
M.B.A.
Yale University 1978 — 1980
M.A., Philosophy
Beloit College 1973 — 1977
B.A., Philosophy
Marcos Mota's Deloitte & Touche Experience September 2005 - August 2008
Job Senior Manager at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP June 2012 - Present
Deloitte Touche Tohmatsu January 2011 - June 2012
Deloitte & Touche LLP January 2004 - February 2011
Deloitte & Touche September 2005 - August 2008
Skills
Big 4, External Audit, SEC filings, US GAAP, IFRS, SOX 404, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., SAS70, Forensic Accounting, GAAP, IT Audit, Consolidation, Sarbanes-Oxley, CISA, CPA, Tax Accounting, Internal Audit, Financial Audits, Assurance, COSO, Financial Accounting, Financial Reporting, SEC Filings
Education
Belmont University 1999 — 2003
Bachelor of Business Administration, Accounting and Finance
Deloitte & Touche LLP June 2012 - Present
Deloitte Touche Tohmatsu January 2011 - June 2012
Deloitte & Touche LLP January 2004 - February 2011
Deloitte & Touche September 2005 - August 2008
Skills
Big 4, External Audit, SEC filings, US GAAP, IFRS, SOX 404, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., SAS70, Forensic Accounting, GAAP, IT Audit, Consolidation, Sarbanes-Oxley, CISA, CPA, Tax Accounting, Internal Audit, Financial Audits, Assurance, COSO, Financial Accounting, Financial Reporting, SEC Filings
Education
Belmont University 1999 — 2003
Bachelor of Business Administration, Accounting and Finance
Beth Faro, CPA's Deloitte & Touche Experience September 1987 - January 1994
Job Director, Tax at Avid Technology
Industry Computer Software
Experience
Avid Technology May 2014 - Present
Dassault Systemes February 2012 - May 2014
Progress Software January 1994 - January 2012
Deloitte & Touche September 1987 - January 1994
Skills
Tax Accounting, Corporate Tax, Sarbanes-Oxley Act, Accounting, International Tax, SEC filings, Tax, Transfer Pricing, Tax Research, Sarbanes-Oxley, Internal Controls, Income Tax, Financial Analysis, US GAAP, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation
Northeastern University - Graduate School of Business Administration
MSA, Accounting
University of Massachusetts, Amherst
BSN, Nursing
Avid Technology May 2014 - Present
Dassault Systemes February 2012 - May 2014
Progress Software January 1994 - January 2012
Deloitte & Touche September 1987 - January 1994
Skills
Tax Accounting, Corporate Tax, Sarbanes-Oxley Act, Accounting, International Tax, SEC filings, Tax, Transfer Pricing, Tax Research, Sarbanes-Oxley, Internal Controls, Income Tax, Financial Analysis, US GAAP, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation
Northeastern University - Graduate School of Business Administration
MSA, Accounting
University of Massachusetts, Amherst
BSN, Nursing
Ashley Borders's Deloitte & Touche Experience August 2000 - May 2004
Job Senior Director, Corporate Accounting and Reporting at Corizon (formerly, America Service Group Inc.)
Industry Hospital & Health Care
Experience
Corizon (formerly, America Service Group Inc.) August 2011 - Present
America Service Group Inc. May 2004 - August 2011
Deloitte & Touche August 2000 - May 2004
HCA January 2000 - August 2000
Skills
SEC filings, External Audit, Due Diligence, Corporate Finance, Healthcare, Sarbanes-Oxley Act, CPA, US GAAP, Internal Controls, GAAP, Big 4, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Accounting
Education
Belmont University 1999 — 2000
Master of Accountancy
Belmont University 1995 — 1999
Bachelor of Business Administration, Accounting
Corizon (formerly, America Service Group Inc.) August 2011 - Present
America Service Group Inc. May 2004 - August 2011
Deloitte & Touche August 2000 - May 2004
HCA January 2000 - August 2000
Skills
SEC filings, External Audit, Due Diligence, Corporate Finance, Healthcare, Sarbanes-Oxley Act, CPA, US GAAP, Internal Controls, GAAP, Big 4, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Accounting
Education
Belmont University 1999 — 2000
Master of Accountancy
Belmont University 1995 — 1999
Bachelor of Business Administration, Accounting
Lisa DeCaprio's Deloitte & Touche Experience January 2000 - June 2002
Job Tax Supervisor at BlumShapiro
Industry Accounting
Experience
BlumShapiro February 2010 - Present
McGladrey & Pullen December 2004 - May 2009
Ann Taylor Retail June 2002 - December 2004
Deloitte & Touche January 2000 - June 2002
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
MST, Taxation
Quinnipiac University 1996 — 1999
BS, Accounting
BlumShapiro February 2010 - Present
McGladrey & Pullen December 2004 - May 2009
Ann Taylor Retail June 2002 - December 2004
Deloitte & Touche January 2000 - June 2002
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
MST, Taxation
Quinnipiac University 1996 — 1999
BS, Accounting
F. Peter Logrieco's Deloitte & Touche Experience December 1985 - September 1993
Job Owner of F. Peter Logrieco, CPA,LLC
Industry Accounting
Experience
PL Consulting January 2012 - Present
Chicago Partners, a Subsidiary of Navigant Consulting July 2006 - January 2012
LECG June 2004 - June 2006
Weinick, Sanders and Leventhal October 2003 - July 2004
American Express Tax and Business Services/Goldstein Golub Kessler/Altschuler Melvoin & Glasser September 1993 - October 2003
Deloitte & Touche December 1985 - September 1993
Coopers and Lybrand September 1984 - December 1985
Kennedy & Lehan, CPAs September 1979 - September 1984
National Bureau of Economic Research August 1977 - September 1979
Skills
Due Diligence, Investment Properties, Litigation, Accounts Receivable, Finance, Analysis, Mergers & Acquisitions, Forensic Accounting, Fraud, Investments, Auditing, Accounting, Financial Statements, Financial Services
Education
Binghamton University 1973 — 1977
BS in Accounting
Bentley College
Masters in Taxation
PL Consulting January 2012 - Present
Chicago Partners, a Subsidiary of Navigant Consulting July 2006 - January 2012
LECG June 2004 - June 2006
Weinick, Sanders and Leventhal October 2003 - July 2004
American Express Tax and Business Services/Goldstein Golub Kessler/Altschuler Melvoin & Glasser September 1993 - October 2003
Deloitte & Touche December 1985 - September 1993
Coopers and Lybrand September 1984 - December 1985
Kennedy & Lehan, CPAs September 1979 - September 1984
National Bureau of Economic Research August 1977 - September 1979
Skills
Due Diligence, Investment Properties, Litigation, Accounts Receivable, Finance, Analysis, Mergers & Acquisitions, Forensic Accounting, Fraud, Investments, Auditing, Accounting, Financial Statements, Financial Services
Education
Binghamton University 1973 — 1977
BS in Accounting
Bentley College
Masters in Taxation
Frank Ku's Deloitte & Touche Experience January 2006 - March 2013
Job Manager at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche January 2006 - March 2013
Skills
Enterprise Risk...
Education
Baylor University 1999 — 2004
Accounting & International Business
Deloitte & Touche January 2006 - March 2013
Skills
Enterprise Risk...
Education
Baylor University 1999 — 2004
Accounting & International Business
Crystal Ramsey Currie's Deloitte & Touche Experience September 2009 - December 2013
Job Assistant Controller, Cornerstone Real Estate Advisers
Industry Accounting
Experience
Cornerstone Real Estate Advisers April 2015 - Present
The Phoenix Companies, Inc. January 2014 - April 2015
Deloitte & Touche September 2009 - December 2013
Deloitte & Touche June 2008 - August 2008
Skills
Auditing, Accounting, Financial Reporting, Microsoft Office, External Audit, Financial Accounting, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science (MS), Accounting
Bentley University 2005 — 2010
Bachelor of Science (BS), Accounting
Cornerstone Real Estate Advisers April 2015 - Present
The Phoenix Companies, Inc. January 2014 - April 2015
Deloitte & Touche September 2009 - December 2013
Deloitte & Touche June 2008 - August 2008
Skills
Auditing, Accounting, Financial Reporting, Microsoft Office, External Audit, Financial Accounting, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science (MS), Accounting
Bentley University 2005 — 2010
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY