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,
Deloitte & Touche List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Deloitte & Touche. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Deloitte & Touche Salaries. You can even request information on how much does Deloitte & Touche pay if you want to. Learn about salaries, pros and cons of working for Deloitte & Touche directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,849 Deloitte & Touche employees in database. Find out everything there's to know about Deloitte & Touche employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Deloitte & Touche Employees
Employee
Years
Job
Industry
Teresa Zea Yuan Teresa Zea Yuan's Deloitte & Touche Experience September 2010 - August 2011
Job Supply Chain Finance Assoc. Manager at Frito Lay
Industry Food & Beverages
Experience
Frito Lay April 2015 - Present
PepsiCo February 2014 - April 2015
PepsiCo August 2013 - February 2014
PepsiCo September 2011 - August 2013
Deloitte & Touche September 2010 - August 2011
Deloitte & Touche August 2007 - September 2010
Skills
CISA, IT Audit, SOX, Internal Audit, Business Process..., Sarbanes-Oxley Act
Education
University of Nevada-Las Vegas - College of Business 2002 — 2007
BSBA, Accounting
Frito Lay April 2015 - Present
PepsiCo February 2014 - April 2015
PepsiCo August 2013 - February 2014
PepsiCo September 2011 - August 2013
Deloitte & Touche September 2010 - August 2011
Deloitte & Touche August 2007 - September 2010
Skills
CISA, IT Audit, SOX, Internal Audit, Business Process..., Sarbanes-Oxley Act
Education
University of Nevada-Las Vegas - College of Business 2002 — 2007
BSBA, Accounting
Jo Ellen Rieck Jo Ellen Rieck's Deloitte & Touche Experience January 1987 - March 1990
Job Financial Administrator at National Indemnity Company
Industry Financial Services
Experience
National Indemnity Company January 2015 - Present
Berkshire Hathaway Inc. October 2012 - May 2014
Berkshire Hathaway Inc. December 1998 - October 2012
KPMG December 1996 - December 1998
National Indemnity Company March 1990 - December 1996
Deloitte & Touche January 1987 - March 1990
Education
University of Nebraska at Omaha 1982 — 1986
BSBA, Accounting
National Indemnity Company January 2015 - Present
Berkshire Hathaway Inc. October 2012 - May 2014
Berkshire Hathaway Inc. December 1998 - October 2012
KPMG December 1996 - December 1998
National Indemnity Company March 1990 - December 1996
Deloitte & Touche January 1987 - March 1990
Education
University of Nebraska at Omaha 1982 — 1986
BSBA, Accounting
Craig Wade Craig Wade's Deloitte & Touche Experience September 1989 - May 1996
Job Regional Director of Patient Account Services at University of North Carolina Hospitals
Industry Hospital & Health Care
Experience
University of North Carolina Hospitals June 2000 - Present
University Medical Associates May 1996 - May 2000
Deloitte & Touche September 1989 - May 1996
Rex Healthcare October 1988 - September 1989
Rex Healthcare June 1987 - October 1988
Education
University of North Carolina at Wilmington 1984 — 1987
Bachelor of Science, Finance
University of North Carolina Hospitals June 2000 - Present
University Medical Associates May 1996 - May 2000
Deloitte & Touche September 1989 - May 1996
Rex Healthcare October 1988 - September 1989
Rex Healthcare June 1987 - October 1988
Education
University of North Carolina at Wilmington 1984 — 1987
Bachelor of Science, Finance
Jon Snare, CFA, CFP Jon Snare, CFA, CFP's Deloitte & Touche Experience January 1994 - May 2003
Job Regional Investment Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2006 - Present
Deloitte & Touche January 1994 - May 2003
Skills
High Net Worth...
Education
Wayne State University 1990 — 1992
MBA, Finance
University of Nebraska-Lincoln 1985 — 1989
B.S., Finance
Wells Fargo Bank June 2006 - Present
Deloitte & Touche January 1994 - May 2003
Skills
High Net Worth...
Education
Wayne State University 1990 — 1992
MBA, Finance
University of Nebraska-Lincoln 1985 — 1989
B.S., Finance
Chad Collins, CPA Chad Collins, CPA's Deloitte & Touche Experience 2007 - 2008
Job Audit Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Christopher Kemp, PA CPAs November 2013 - December 2014
CliftonLarsonAllen January 2013 - November 2013
Potter & Company 2008 - January 2013
Deloitte & Touche 2007 - 2008
Skills
Auditing, Internal Controls, CPA, Accounting, SEC filings, Tax, Financial Statements, Financial Audits, Financial Reporting, GAAP, Sarbanes-Oxley Act, Internal Audit, Finance, Assurance, Financial Planning, Financial Accounting, Financial Modeling, Financial Services, Accounts Payable, Cost Accounting, Accounts Receivable, Account Reconciliation, Team Management, Staff Supervision, SEC Filings
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Arts (B.A.), Accounting, Magna Cum Laude
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science Business Administration (B.S.B.A), Finance, Suma Cum Laude
Wells Fargo January 2015 - Present
Christopher Kemp, PA CPAs November 2013 - December 2014
CliftonLarsonAllen January 2013 - November 2013
Potter & Company 2008 - January 2013
Deloitte & Touche 2007 - 2008
Skills
Auditing, Internal Controls, CPA, Accounting, SEC filings, Tax, Financial Statements, Financial Audits, Financial Reporting, GAAP, Sarbanes-Oxley Act, Internal Audit, Finance, Assurance, Financial Planning, Financial Accounting, Financial Modeling, Financial Services, Accounts Payable, Cost Accounting, Accounts Receivable, Account Reconciliation, Team Management, Staff Supervision, SEC Filings
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Arts (B.A.), Accounting, Magna Cum Laude
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science Business Administration (B.S.B.A), Finance, Suma Cum Laude
Kathy Beavers Kathy Beavers's Deloitte & Touche Experience September 2001 - October 2004
Job Managing Director at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals May 2010 - Present
Seymour Consolidated Brands September 2009 - April 2010
PartnerWeekly April 2007 - September 2009
TRIRIGA March 2006 - April 2007
Southwest Gas Corporation October 2004 - March 2006
Deloitte & Touche September 2001 - October 2004
Southwest Gas Corporation December 1997 - July 2001
Boyd Gaming 1996 - 1997
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, CPA, Accounting, GAAP, US GAAP, Financial Analysis, Revenue Recognition, Auditing, Mergers, Forecasting, Consolidation, Financial Accounting, Big 4, Due Diligence
Education
University of Nevada-Las Vegas - College of Business 1990 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Basic High School 1986 — 1990
Resources Global Professionals May 2010 - Present
Seymour Consolidated Brands September 2009 - April 2010
PartnerWeekly April 2007 - September 2009
TRIRIGA March 2006 - April 2007
Southwest Gas Corporation October 2004 - March 2006
Deloitte & Touche September 2001 - October 2004
Southwest Gas Corporation December 1997 - July 2001
Boyd Gaming 1996 - 1997
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, CPA, Accounting, GAAP, US GAAP, Financial Analysis, Revenue Recognition, Auditing, Mergers, Forecasting, Consolidation, Financial Accounting, Big 4, Due Diligence
Education
University of Nevada-Las Vegas - College of Business 1990 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Basic High School 1986 — 1990
Reid Mountjoy Reid Mountjoy's Deloitte & Touche Experience November 2005 - Present
Job Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche November 2005 - Present
Wellfound Decade March 2002 - November 2005
Skills
Sarbanes-Oxley Act, External Audit, Auditing, Internal Controls, Internal Audit, IT Audit, Enterprise Risk..., US GAAP, Financial Reporting, Financial Analysis, Assurance, SEC Filings
Education
University of North Florida 2001 — 2005
Bachelor's degree, Accounting
Deloitte & Touche November 2005 - Present
Wellfound Decade March 2002 - November 2005
Skills
Sarbanes-Oxley Act, External Audit, Auditing, Internal Controls, Internal Audit, IT Audit, Enterprise Risk..., US GAAP, Financial Reporting, Financial Analysis, Assurance, SEC Filings
Education
University of North Florida 2001 — 2005
Bachelor's degree, Accounting
Spencer Eckard, CPA Spencer Eckard, CPA's Deloitte & Touche Experience June 2002 - May 2009
Job VP Internal Audit at Affinia
Industry Accounting
Experience
Affinia February 2014 - Present
Time Warner Cable May 2009 - February 2014
Deloitte & Touche June 2002 - May 2009
Deloitte & Touche September 2003 - August 2006
Arthur Andersen 2001 - 2002
Skills
Internal Controls, Accounting, Sarb, Risk Assessment, Operational Risk..., Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
Masters of Accounting, Accounting
University of North Carolina at Chapel Hill 1996 — 2000
Bachelors of Science, Economics
Affinia February 2014 - Present
Time Warner Cable May 2009 - February 2014
Deloitte & Touche June 2002 - May 2009
Deloitte & Touche September 2003 - August 2006
Arthur Andersen 2001 - 2002
Skills
Internal Controls, Accounting, Sarb, Risk Assessment, Operational Risk..., Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
Masters of Accounting, Accounting
University of North Carolina at Chapel Hill 1996 — 2000
Bachelors of Science, Economics
Michael McGuane, CPA, MBA's Deloitte & Touche Experience 1993 - 1996
Job Chief Financial Officer
Industry Accounting
Experience
International Nutrition Inc 2014 - Present
Everest Group 2012 - 2014
HearthStone Homes, Inc. 2009 - 2012
Rapid Link 2006 - 2009
ProfitStars 2002 - 2006
Aquila Energy 1996 - 2002
Deloitte & Touche 1993 - 1996
Skills
Mergers, Capital Budgeting, Strategic Planning, Auditing, SEC filings, Team Building, Business Strategy, Project Management, Financial Accounting, CPA, Accounting, Financial Analysis, Leadership, Mergers & Acquisitions, Finance, Microsoft Excel, Budgets, Analysis, Management, Internal Controls, GAAP, Executive Management, Financial Reporting, Forecasting
Education
University of Nebraska at Omaha 2005 — 2007
Executive MBA
University of Nebraska-Lincoln
BSBA, Accounting
International Nutrition Inc 2014 - Present
Everest Group 2012 - 2014
HearthStone Homes, Inc. 2009 - 2012
Rapid Link 2006 - 2009
ProfitStars 2002 - 2006
Aquila Energy 1996 - 2002
Deloitte & Touche 1993 - 1996
Skills
Mergers, Capital Budgeting, Strategic Planning, Auditing, SEC filings, Team Building, Business Strategy, Project Management, Financial Accounting, CPA, Accounting, Financial Analysis, Leadership, Mergers & Acquisitions, Finance, Microsoft Excel, Budgets, Analysis, Management, Internal Controls, GAAP, Executive Management, Financial Reporting, Forecasting
Education
University of Nebraska at Omaha 2005 — 2007
Executive MBA
University of Nebraska-Lincoln
BSBA, Accounting
Jeff Kostal Jeff Kostal's Deloitte & Touche Experience July 1997 - July 2000
Job BerensTate Consulting Group
Industry Financial Services
Experience
Berens-Tate Consulting Group July 2000 - Present
Deloitte & Touche July 1997 - July 2000
NBS Government Finance Group February 1996 - July 1997
Muni Financial Services January 1994 - February 1996
Muni Financial Services July 1992 - December 1993
Deutsch ECD October 1989 - July 1992
Skills
Public Finance, Municipal, Bonds, Debt, Arbitrage, Fixed Income, Securities, Financial Structuring, Project Finance, Financial Modeling, Investments, Debt Restructuring, Financial Analysis, Municipal Bonds, Finance, Due Diligence, Structured Finance
Education
University of Redlands 1994 — 1996
MBA, Business Administration and Management, General
University of Nebraska-Lincoln 1984 — 1988
BS, Finance
Berens-Tate Consulting Group July 2000 - Present
Deloitte & Touche July 1997 - July 2000
NBS Government Finance Group February 1996 - July 1997
Muni Financial Services January 1994 - February 1996
Muni Financial Services July 1992 - December 1993
Deutsch ECD October 1989 - July 1992
Skills
Public Finance, Municipal, Bonds, Debt, Arbitrage, Fixed Income, Securities, Financial Structuring, Project Finance, Financial Modeling, Investments, Debt Restructuring, Financial Analysis, Municipal Bonds, Finance, Due Diligence, Structured Finance
Education
University of Redlands 1994 — 1996
MBA, Business Administration and Management, General
University of Nebraska-Lincoln 1984 — 1988
BS, Finance
Neal Walker Neal Walker's Deloitte & Touche Experience January 1980 - July 1994
Job Vice President and Controller at Ingram Content Group
Industry Publishing
Experience
Ingram Content Group July 2007 - Present
Vital Source Technologies August 2000 - July 2007
Cape Fear Broadcasting September 1996 - August 2000
Welcome Home, Inc. July 1994 - September 1996
Deloitte & Touche January 1980 - July 1994
Skills
Financial Analysis, Accounting, Budgets, Accounts Receivable, Forecasting, GAAP, Variance Analysis, Mergers & Acquisitions, Accounts Payable, Strategic Planning, Leadership, Process Improvement, Management, Publishing, Project Management, Sales, Account Management
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Accounting
Ingram Content Group July 2007 - Present
Vital Source Technologies August 2000 - July 2007
Cape Fear Broadcasting September 1996 - August 2000
Welcome Home, Inc. July 1994 - September 1996
Deloitte & Touche January 1980 - July 1994
Skills
Financial Analysis, Accounting, Budgets, Accounts Receivable, Forecasting, GAAP, Variance Analysis, Mergers & Acquisitions, Accounts Payable, Strategic Planning, Leadership, Process Improvement, Management, Publishing, Project Management, Sales, Account Management
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Accounting
Tyler Denker Tyler Denker's Deloitte & Touche Experience September 2010 - September 2013
Job Buckley & Sitzman, LLP
Industry Accounting
Experience
Deloitte & Touche September 2010 - September 2013
Labenz & Associates, LLC April 2008 - August 2010
Education
University of Nebraska-Lincoln 2009 — 2010
Masters of Professional Accountancy, Accounting
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science in Business Administration, Accounting, Finance
Deloitte & Touche September 2010 - September 2013
Labenz & Associates, LLC April 2008 - August 2010
Education
University of Nebraska-Lincoln 2009 — 2010
Masters of Professional Accountancy, Accounting
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science in Business Administration, Accounting, Finance
Ramon Leon Ramon Leon's Deloitte & Touche Experience 1976 - 1977
Job / Happily Retired and looking to serve in Board of Directors in the USA
Industry Financial Services
Experience
Looking for opportunities to serve on Board of Directors in the USA/ Happily Retired January 2012 - Present
Trinidad & Tobago International Financial Center (TTIFC) March 2010 - July 2011
Merrill Lynch September 2007 - February 2009
MicroVest 2007 - 2007
Deutsche Bank April 2004 - June 2005
WestdeutscheLandesBank (West LB) December 1992 - November 2002
Continental Bank 1988 - 1992
First Republic Bank -Texas 1984 - 1988
NationsBank 1977 - 1984
Deloitte & Touche 1976 - 1977
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Banking, Structured Finance, Credit Risk, Fixed Income, Investments, Strategy, International Business, Financial Structuring, Credit, Restructuring, Financial Services, Spanish, Commercial Banking, Trade Finance, International Trade, Management Consulting, Risk Management, Latin America, Start-ups, Business Development, Cross-functional Team..., Wealth Management, Debt Restructuring, Securitization, Structured Products, Product Management, Brazilian Portuguese, Loans, International Management, Strategic Consulting, Foreign Languages, Wholesale Banking, Strategic Thinking, Market Development, country risk analysis, Debt Markets, Debt Structuring, Credit Portfolio..., Language Skills, Developing Countries, Customer Relations, Structuring, Project Execution, Latin American Studies, Economic Development, Reverse Investment
Education
University of South Carolina - The Moore School of Business 1975 — 1977
Masters, International Business
University of North Carolina at Charlotte 1968 — 1972
BA, History and Spanish
Looking for opportunities to serve on Board of Directors in the USA/ Happily Retired January 2012 - Present
Trinidad & Tobago International Financial Center (TTIFC) March 2010 - July 2011
Merrill Lynch September 2007 - February 2009
MicroVest 2007 - 2007
Deutsche Bank April 2004 - June 2005
WestdeutscheLandesBank (West LB) December 1992 - November 2002
Continental Bank 1988 - 1992
First Republic Bank -Texas 1984 - 1988
NationsBank 1977 - 1984
Deloitte & Touche 1976 - 1977
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Banking, Structured Finance, Credit Risk, Fixed Income, Investments, Strategy, International Business, Financial Structuring, Credit, Restructuring, Financial Services, Spanish, Commercial Banking, Trade Finance, International Trade, Management Consulting, Risk Management, Latin America, Start-ups, Business Development, Cross-functional Team..., Wealth Management, Debt Restructuring, Securitization, Structured Products, Product Management, Brazilian Portuguese, Loans, International Management, Strategic Consulting, Foreign Languages, Wholesale Banking, Strategic Thinking, Market Development, country risk analysis, Debt Markets, Debt Structuring, Credit Portfolio..., Language Skills, Developing Countries, Customer Relations, Structuring, Project Execution, Latin American Studies, Economic Development, Reverse Investment
Education
University of South Carolina - The Moore School of Business 1975 — 1977
Masters, International Business
University of North Carolina at Charlotte 1968 — 1972
BA, History and Spanish
Carrie Love's Deloitte & Touche Experience January 2011 - April 2011
Job Resource Manager at Deloitte
Industry Human Resources
Experience
Deloitte April 2015 - Present
Deloitte June 2014 - Present
Deloitte June 2012 - June 2014
Deloitte & Touche January 2011 - April 2011
Skills
US GAAP, Process Improvement, Customer Service, Internal Controls, GAAP, SEC filings, Microsoft Office, Auditing, CPA, External Audit, Microsoft Excel, Accounting, Financial Reporting, Financial Accounting, Accounts Payable, Tax Accounting, Big 4, Financial Statements, Financial Analysis, IFRS, QuickBooks, Sarbanes-Oxley, Accounts Receivable, SEC Filings, Assurance, General Ledger, Tax
Education
University of North Carolina at Wilmington 2010 — 2011
MS, Accountancy
University of North Carolina at Wilmington 2007 — 2010
BS, Accountancy
Deloitte April 2015 - Present
Deloitte June 2014 - Present
Deloitte June 2012 - June 2014
Deloitte & Touche January 2011 - April 2011
Skills
US GAAP, Process Improvement, Customer Service, Internal Controls, GAAP, SEC filings, Microsoft Office, Auditing, CPA, External Audit, Microsoft Excel, Accounting, Financial Reporting, Financial Accounting, Accounts Payable, Tax Accounting, Big 4, Financial Statements, Financial Analysis, IFRS, QuickBooks, Sarbanes-Oxley, Accounts Receivable, SEC Filings, Assurance, General Ledger, Tax
Education
University of North Carolina at Wilmington 2010 — 2011
MS, Accountancy
University of North Carolina at Wilmington 2007 — 2010
BS, Accountancy
Sean Brennan PHR Sean Brennan PHR's Deloitte & Touche Experience September 2005 - January 2006
Job Seeking Opportunities in Corporate Recruiting and Staffing
Industry Information Technology and Services
Experience
HireSearch Inc. January 2006 - Present
TIAA-CREF August 2013 - January 2015
LPL Financial November 2012 - March 2013
Logical Advantage LLC June 2011 - February 2012
Professional Computer Resources Now CRG Workforce May 2006 - June 2011
Deloitte & Touche September 2005 - January 2006
TIAA-CREF June 2004 - September 2005
Adecco March 2003 - September 2003
Kforce.com August 2000 - May 2001
Brixton Group December 1998 - August 2000
Skills
Recruiting, Talent Acquisition, Temporary Placement, Staffing Services, Interviews, Technical Recruiting, Human Resources, Hiring, Temporary Staffing, Management, HR Consulting, Applicant Tracking..., SDLC, Vendor Management, Employee Benefits, Executive Search, Contract Recruitment, Sales, Sourcing, Strategy, Talent Management, Benefits Negotiation, Recruitment Advertising, Internet Recruiting, Mentoring, Negotiation, Onboarding, Coaching, Information Technology, Permanent Placement, Staff Augmentation, Resource Management, Account Management, Screening, Screening Resumes, Employee Relations, Resume Writing, Deferred Compensation, College Recruiting, Building Relationships, Background Checks, Compliance, Taleo, Professional Staffing, Salary Negotiation, Interviewing, Full-cycle Recruiting, Direct Sourcing, Compensation, Recruitment/Retention
Education
University of North Carolina at Charlotte 1988 — 1992
BA, Education
University of Rhode Island 1990 — 1991
71st HS
HireSearch Inc. January 2006 - Present
TIAA-CREF August 2013 - January 2015
LPL Financial November 2012 - March 2013
Logical Advantage LLC June 2011 - February 2012
Professional Computer Resources Now CRG Workforce May 2006 - June 2011
Deloitte & Touche September 2005 - January 2006
TIAA-CREF June 2004 - September 2005
Adecco March 2003 - September 2003
Kforce.com August 2000 - May 2001
Brixton Group December 1998 - August 2000
Skills
Recruiting, Talent Acquisition, Temporary Placement, Staffing Services, Interviews, Technical Recruiting, Human Resources, Hiring, Temporary Staffing, Management, HR Consulting, Applicant Tracking..., SDLC, Vendor Management, Employee Benefits, Executive Search, Contract Recruitment, Sales, Sourcing, Strategy, Talent Management, Benefits Negotiation, Recruitment Advertising, Internet Recruiting, Mentoring, Negotiation, Onboarding, Coaching, Information Technology, Permanent Placement, Staff Augmentation, Resource Management, Account Management, Screening, Screening Resumes, Employee Relations, Resume Writing, Deferred Compensation, College Recruiting, Building Relationships, Background Checks, Compliance, Taleo, Professional Staffing, Salary Negotiation, Interviewing, Full-cycle Recruiting, Direct Sourcing, Compensation, Recruitment/Retention
Education
University of North Carolina at Charlotte 1988 — 1992
BA, Education
University of Rhode Island 1990 — 1991
71st HS
Danny Gardner, CPA Danny Gardner, CPA's Deloitte & Touche Experience August 2001 - October 2003
Job Accounting Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo August 2015 - Present
RSM McGladrey July 2009 - Present
Time Warner Inc. April 2008 - November 2008
Grant Thornton May 2005 - April 2008
Cingular Wireless October 2003 - May 2005
Deloitte & Touche August 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, CPA, Auditing, Accounting, Process Improvement, Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Wells Fargo August 2015 - Present
RSM McGladrey July 2009 - Present
Time Warner Inc. April 2008 - November 2008
Grant Thornton May 2005 - April 2008
Cingular Wireless October 2003 - May 2005
Deloitte & Touche August 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, CPA, Auditing, Accounting, Process Improvement, Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Kyle Kurtenbach, CPA Kyle Kurtenbach, CPA's Deloitte & Touche Experience January 2009 - July 2011
Job Controller at White Deer Energy
Industry Oil & Energy
Experience
White Deer Energy October 2014 - Present
AMEC July 2012 - October 2014
Midwest Holding Inc. July 2011 - July 2012
Deloitte & Touche January 2009 - July 2011
Neil E. Balfour, P.C. May 2006 - December 2008
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Accounting, GAAP, Financial Analysis, Sarbanes-Oxley, General Ledger, Internal Audit, Finance, Tax, External Audit, Financial Audits, CPA, Revenue Recognition, Analysis, Financial Statements, Corporate Tax, Big 4, Mergers & Acquisitions, SEC filings, IFRS, Enterprise Risk..., Assurance, Risk Assessment, Variance Analysis, Cost Accounting, Financial Modeling, Managerial Finance, Corporate Finance, Account Reconciliation, IT Audit, Banking, Strategic Financial..., Cash Flow, Due Diligence, Financial Services, Forecasting, Valuation, Management, Risk Management, Cash Management, Tax Accounting, Accounts Payable, Consolidation, Accounts Receivable, Business Process
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelors of Science Business Administration, Accounting, Finance
White Deer Energy October 2014 - Present
AMEC July 2012 - October 2014
Midwest Holding Inc. July 2011 - July 2012
Deloitte & Touche January 2009 - July 2011
Neil E. Balfour, P.C. May 2006 - December 2008
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Accounting, GAAP, Financial Analysis, Sarbanes-Oxley, General Ledger, Internal Audit, Finance, Tax, External Audit, Financial Audits, CPA, Revenue Recognition, Analysis, Financial Statements, Corporate Tax, Big 4, Mergers & Acquisitions, SEC filings, IFRS, Enterprise Risk..., Assurance, Risk Assessment, Variance Analysis, Cost Accounting, Financial Modeling, Managerial Finance, Corporate Finance, Account Reconciliation, IT Audit, Banking, Strategic Financial..., Cash Flow, Due Diligence, Financial Services, Forecasting, Valuation, Management, Risk Management, Cash Management, Tax Accounting, Accounts Payable, Consolidation, Accounts Receivable, Business Process
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelors of Science Business Administration, Accounting, Finance
Joseph Tackett's Deloitte & Touche Experience August 2012 - Present
Job Partner at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche August 2012 - Present
Skills
SEC filings, US GAAP
Education
University of New Orleans 1995 — 2000
BS, Accounting
Deloitte & Touche August 2012 - Present
Skills
SEC filings, US GAAP
Education
University of New Orleans 1995 — 2000
BS, Accounting
Lee Cobb Lee Cobb's Deloitte & Touche Experience September 2008 - April 2011
Job Security Senior Principal at Accenture
Industry Information Technology and Services
Experience
Accenture September 2011 - Present
Independent Consulting April 2011 - August 2011
Deloitte & Touche September 2008 - April 2011
Gartner February 2008 - September 2008
American Systems May 2006 - January 2008
Maden Tech Consulting, Inc June 2005 - May 2006
NetStar Systems International, Inc June 2004 - June 2005
Boat Surplus, Inc. June 2002 - May 2004
CSC Consulting January 1997 - June 2002
KMK Associates, Inc January 1993 - January 1997
Skills
It security, Identity and access..., Enterprise architecture, Security architecture, Solution architecture, Program Management, Information Technology, Process Improvement, Account Management, Change Management, Enterprise Architecture, CISSP, PMO, Risk Management, Security, Management, Security Architecture..., Business Process, Leadership, Solution Architecture, Enterprise Software, Start-ups, Information Security, ERP, Data Center, Identity Management, Mergers & Acquisitions, Governance, Information Assurance, Energy, Business Development, Project Management, Professional Services, Business Transformation, Lifesciences, IT Strategy, State Politics, Sales, Human Resources, Software Development, Management Consulting, ISO 27001, Proposal Writing, Consulting, Business Process..., Project Portfolio..., PMP, Integration, IT Management, Enterprise Risk...
Education
University of Nebraska at Omaha 1978 — 1981
Bachelors, Management, Computer Science
Accenture September 2011 - Present
Independent Consulting April 2011 - August 2011
Deloitte & Touche September 2008 - April 2011
Gartner February 2008 - September 2008
American Systems May 2006 - January 2008
Maden Tech Consulting, Inc June 2005 - May 2006
NetStar Systems International, Inc June 2004 - June 2005
Boat Surplus, Inc. June 2002 - May 2004
CSC Consulting January 1997 - June 2002
KMK Associates, Inc January 1993 - January 1997
Skills
It security, Identity and access..., Enterprise architecture, Security architecture, Solution architecture, Program Management, Information Technology, Process Improvement, Account Management, Change Management, Enterprise Architecture, CISSP, PMO, Risk Management, Security, Management, Security Architecture..., Business Process, Leadership, Solution Architecture, Enterprise Software, Start-ups, Information Security, ERP, Data Center, Identity Management, Mergers & Acquisitions, Governance, Information Assurance, Energy, Business Development, Project Management, Professional Services, Business Transformation, Lifesciences, IT Strategy, State Politics, Sales, Human Resources, Software Development, Management Consulting, ISO 27001, Proposal Writing, Consulting, Business Process..., Project Portfolio..., PMP, Integration, IT Management, Enterprise Risk...
Education
University of Nebraska at Omaha 1978 — 1981
Bachelors, Management, Computer Science
Jo Chmura Jo Chmura's Deloitte & Touche Experience January 2005 - July 2012
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
Moorecroft Systems March 2015 - August 2015
JHC Recruiting, LLC August 2013 - March 2015
Midtown Consulting Group May 2014 - December 2014
Dell January 2013 - August 2013
Deloitte & Touche January 2005 - July 2012
PeopleSoft March 2000 - January 2005
KPMG January 1997 - March 2000
Coty June 1990 - December 1996
Skills
Talent Acquisition, Screening, Sourcing, Recruiting, Strategic Sourcing, Internet Recruiting, HR Transformation, Workforce Planning, Performance Management, Interviews, Human Resources, Management Consulting, CRM, Coaching, Management, Screening Resumes, Applicant Tracking..., PeopleSoft, Leadership, Strategy, Consulting, Talent Management, Temporary Placement, Onboarding, Technical Recruiting, Executive Search, College Recruiting, Benefits Negotiation, Hiring, Taleo, Employee Engagement, Employer Branding, Personnel Management, Organizational Design, Contract Recruitment, HR Consulting, Staff Augmentation, Employee Relations, Vendor Management
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations, Human Resources
E*TRADE Financial Corporation August 2015 - Present
Moorecroft Systems March 2015 - August 2015
JHC Recruiting, LLC August 2013 - March 2015
Midtown Consulting Group May 2014 - December 2014
Dell January 2013 - August 2013
Deloitte & Touche January 2005 - July 2012
PeopleSoft March 2000 - January 2005
KPMG January 1997 - March 2000
Coty June 1990 - December 1996
Skills
Talent Acquisition, Screening, Sourcing, Recruiting, Strategic Sourcing, Internet Recruiting, HR Transformation, Workforce Planning, Performance Management, Interviews, Human Resources, Management Consulting, CRM, Coaching, Management, Screening Resumes, Applicant Tracking..., PeopleSoft, Leadership, Strategy, Consulting, Talent Management, Temporary Placement, Onboarding, Technical Recruiting, Executive Search, College Recruiting, Benefits Negotiation, Hiring, Taleo, Employee Engagement, Employer Branding, Personnel Management, Organizational Design, Contract Recruitment, HR Consulting, Staff Augmentation, Employee Relations, Vendor Management
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations, Human Resources
Shelly Figueredo Shelly Figueredo's Deloitte & Touche Experience December 1990 - June 1998
Job Audit Manager at Houldsworth, Russo & Co., P.C.
Industry Accounting
Experience
Houldsworth, Russo & Co., P.C. January 2007 - Present
Deloitte & Touche December 1990 - June 1998
Skills
CPA, Internal Controls, Tax Preparation, Auditing, GAAP, Financial Accounting, Financial Reporting, Tax
Education
University of Nevada-Las Vegas 1990 — 1990
BBA, Accounting
University of Notre Dame 1980 — 1984
BA, Finance/Communications
Houldsworth, Russo & Co., P.C. January 2007 - Present
Deloitte & Touche December 1990 - June 1998
Skills
CPA, Internal Controls, Tax Preparation, Auditing, GAAP, Financial Accounting, Financial Reporting, Tax
Education
University of Nevada-Las Vegas 1990 — 1990
BBA, Accounting
University of Notre Dame 1980 — 1984
BA, Finance/Communications
Alex Biegert's Deloitte & Touche Experience 1997 - 2004
Job Vice President, Corporate Tax (Chief Tax Officer) at Delphi
Industry Automotive
Experience
Delphi 2014 - Present
Delphi 2013 - 2014
Delphi 2011 - 2013
Live Nation Entertainment 2010 - 2011
Ticketmaster Entertainment 2008 - 2011
Ask.com 2007 - 2008
IAC 2004 - 2007
Deloitte & Touche 1997 - 2004
Skills
VAT, Tax, Transfer Pricing, Sarbanes-Oxley Act, Analysis, Management, Corporate Tax, Financial Reporting, SEC filings, Team Management, International Tax, Cross-functional Team..., Strategic Partnerships, Employee Benefits, Process Improvement, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
MA
University of North Carolina at Chapel Hill 1991 — 1995
B.A
Delphi 2014 - Present
Delphi 2013 - 2014
Delphi 2011 - 2013
Live Nation Entertainment 2010 - 2011
Ticketmaster Entertainment 2008 - 2011
Ask.com 2007 - 2008
IAC 2004 - 2007
Deloitte & Touche 1997 - 2004
Skills
VAT, Tax, Transfer Pricing, Sarbanes-Oxley Act, Analysis, Management, Corporate Tax, Financial Reporting, SEC filings, Team Management, International Tax, Cross-functional Team..., Strategic Partnerships, Employee Benefits, Process Improvement, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
MA
University of North Carolina at Chapel Hill 1991 — 1995
B.A
Kristen Harris Wheless, CPA's Deloitte & Touche Experience January 2010 - March 2010
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte August 2013 - Present
Deloitte August 2012 - August 2013
Deloitte September 2011 - August 2012
University of North Carolina Wilmington August 2010 - May 2011
Deloitte & Touche January 2010 - March 2010
Skills
GAAP, Auditing, US GAAP, Financial Analysis, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Reporting, Financial Audits, Manufacturing, Healthcare
Education
University of North Carolina at Wilmington 2010 — 2011
Master of Science, Accountancy, GPA: 3.96
University of North Carolina at Wilmington 2006 — 2009
Bachelor of Science, Business Administration- Accountancy, GPA: 4.0
Deloitte August 2013 - Present
Deloitte August 2012 - August 2013
Deloitte September 2011 - August 2012
University of North Carolina Wilmington August 2010 - May 2011
Deloitte & Touche January 2010 - March 2010
Skills
GAAP, Auditing, US GAAP, Financial Analysis, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Reporting, Financial Audits, Manufacturing, Healthcare
Education
University of North Carolina at Wilmington 2010 — 2011
Master of Science, Accountancy, GPA: 3.96
University of North Carolina at Wilmington 2006 — 2009
Bachelor of Science, Business Administration- Accountancy, GPA: 4.0
Colin Taylor Colin Taylor's Deloitte & Touche Experience October 2011 - December 2013
Job Senior Consultant at Deloitte & Touche
Industry Financial Services
Experience
KPMG US April 2015 - Present
EXL January 2014 - August 2014
Deloitte & Touche October 2011 - December 2013
Elliott Davis, LLC June 2010 - July 2010
Skills
Internal Controls, Tax, Finance, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis
Education
University of North Carolina at Wilmington 2006 — 2011
Bachelors of Science in finance and Masters of Science in accountancy
KPMG US April 2015 - Present
EXL January 2014 - August 2014
Deloitte & Touche October 2011 - December 2013
Elliott Davis, LLC June 2010 - July 2010
Skills
Internal Controls, Tax, Finance, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis
Education
University of North Carolina at Wilmington 2006 — 2011
Bachelors of Science in finance and Masters of Science in accountancy
Jason Brett, CPA, CISA Jason Brett, CPA, CISA's Deloitte & Touche Experience July 2011 - May 2013
Job at Lowe's Companies, Inc.
Industry Information Technology and Services
Experience
Lowe's Home Improvement May 2013 - Present
Deloitte & Touche July 2011 - May 2013
East Carolina Bank 2006 - 2009
Electronic Data Systems May 2001 - October 2003
Skills
Financial Accounting, Technology Risk..., Internal Control Audit, Accounting, Systems Analysis, Financial Reporting, Audit, Internal Controls, Consulting, Auditing, CPA, Analysis, IT Audit, Internal Audit, Sarbanes-Oxley Act, GAAP, Financial Analysis, US GAAP, Process Improvement, Sarbanes-Oxley, External Audit, Access, Project Management, Leadership, Enterprise Risk..., Risk Assessment, CISA, SAS70, Governance, Business Analysis, Information Technology, Assurance, Business Process, Big 4, Business Process..., Disaster Recovery
Education
University of North Carolina at Wilmington 2010 — 2011
MSA, Accounting
University of North Carolina at Wilmington 1997 — 2001
BS Business Administration, Management of Information Systems
Lowe's Home Improvement May 2013 - Present
Deloitte & Touche July 2011 - May 2013
East Carolina Bank 2006 - 2009
Electronic Data Systems May 2001 - October 2003
Skills
Financial Accounting, Technology Risk..., Internal Control Audit, Accounting, Systems Analysis, Financial Reporting, Audit, Internal Controls, Consulting, Auditing, CPA, Analysis, IT Audit, Internal Audit, Sarbanes-Oxley Act, GAAP, Financial Analysis, US GAAP, Process Improvement, Sarbanes-Oxley, External Audit, Access, Project Management, Leadership, Enterprise Risk..., Risk Assessment, CISA, SAS70, Governance, Business Analysis, Information Technology, Assurance, Business Process, Big 4, Business Process..., Disaster Recovery
Education
University of North Carolina at Wilmington 2010 — 2011
MSA, Accounting
University of North Carolina at Wilmington 1997 — 2001
BS Business Administration, Management of Information Systems
Tom McCuiston Tom McCuiston's Deloitte & Touche Experience August 1990 - August 1995
Job Managing Partner at McCuiston Law Offices, PLLC
Industry Law Practice
Experience
McCuiston Law Offices, PLLC July 2001 - Present
Deloitte & Touche August 1990 - August 1995
Deloitte 1990 - 1995
Skills
Trusts, Wills, Tax, LLC, Mergers, Strategic Planning, Estate Planning, Contract Negotiation, Non-profits, Analysis, Business Planning, CPA, Corporate Law, IRS, Management, Marketing, Mergers, Nonprofits, Estate Law, Powers of Attorney, S Corporations, Corporate Tax, Estate Tax Planning, Financial Analysis, Partnership Taxation, Small Business, Tax Law
Education
University of North Carolina at Chapel Hill 1995 — 1998
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1990
MAC, Accounting & Tax
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BSBA, Business
Millbrook Senior High (Raleigh) 1982 — 1985
McCuiston Law Offices, PLLC July 2001 - Present
Deloitte & Touche August 1990 - August 1995
Deloitte 1990 - 1995
Skills
Trusts, Wills, Tax, LLC, Mergers, Strategic Planning, Estate Planning, Contract Negotiation, Non-profits, Analysis, Business Planning, CPA, Corporate Law, IRS, Management, Marketing, Mergers, Nonprofits, Estate Law, Powers of Attorney, S Corporations, Corporate Tax, Estate Tax Planning, Financial Analysis, Partnership Taxation, Small Business, Tax Law
Education
University of North Carolina at Chapel Hill 1995 — 1998
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1990
MAC, Accounting & Tax
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BSBA, Business
Millbrook Senior High (Raleigh) 1982 — 1985
Sean Richardson Sean Richardson's Deloitte & Touche Experience 1995 - 1999
Job
Industry Hospital & Health Care
Experience
EmCare March 2009 - September 2010
Memorial Hermann Northeast Hospital 2008 - 2009
Yakima Regional Medical and Cardiac Center 2003 - 2007
Community Hospital of Lancaster, now Heart of Lancaster Regional Medical Center 2001 - 2003
Deloitte & Touche 1995 - 1999
Skills
Contract Negotiation, Operational Improvement, Business Development, Leadership, Healthcare Management, Analysis, Managed Care, Healthcare, Healthcare Information..., Management, Physicians, Finance, Sales, Hospitals, Marketing, Medicine, Recruiting, Revenue Cycle, Fundraising, Strategic Planning, Construction, EMR, Healthcare Consulting, Practice Management, Revenue Cycle Management, Nursing, Physician Relations, Emergency Medicine, EHR, Healthcare Industry, HIPAA, Medicare, Quality Improvement
Education
University of North Carolina at Chapel Hill 1999 — 2001
MHA, Healthcare Administration
Wake Forest University 1991 — 1995
BS, Accountancy
Summerville High School 1987 — 1991
EmCare March 2009 - September 2010
Memorial Hermann Northeast Hospital 2008 - 2009
Yakima Regional Medical and Cardiac Center 2003 - 2007
Community Hospital of Lancaster, now Heart of Lancaster Regional Medical Center 2001 - 2003
Deloitte & Touche 1995 - 1999
Skills
Contract Negotiation, Operational Improvement, Business Development, Leadership, Healthcare Management, Analysis, Managed Care, Healthcare, Healthcare Information..., Management, Physicians, Finance, Sales, Hospitals, Marketing, Medicine, Recruiting, Revenue Cycle, Fundraising, Strategic Planning, Construction, EMR, Healthcare Consulting, Practice Management, Revenue Cycle Management, Nursing, Physician Relations, Emergency Medicine, EHR, Healthcare Industry, HIPAA, Medicare, Quality Improvement
Education
University of North Carolina at Chapel Hill 1999 — 2001
MHA, Healthcare Administration
Wake Forest University 1991 — 1995
BS, Accountancy
Summerville High School 1987 — 1991
Robert J. Bob Smith Robert J. Bob Smith's Deloitte & Touche Experience January 1984 - February 1992
Job Financial Services Executive
Industry Banking
Experience
BNY Mellon Wealth Management July 2015 - Present
Gator Bowl Association December 1989 - Present
Discover Home Loans August 2010 - July 2015
Atlantic Coast Bank August 2003 - August 2011
Cypress Insurance Group June 2008 - July 2010
PHH Mortgage January 2001 - June 2008
Basis100 2002 - 2003
Merrill Lynch Credit Corporation February 1992 - January 2001
Deloitte & Touche January 1984 - February 1992
Skills
Risk Management, Mergers & Acquisitions, Financial Modeling, Mergers, Credit, Negotiation, Finance, Acquisition Integration, Loans, Acquisitions, Investments, Leadership, Financial Services, Corporate Finance, Strategy, Capital Markets, Management, Investor Relations, Strategic Planning, Portfolio Management, Mortgage Lending, Credit Analysis, Valuation, Executive Management, Private Equity, Project Planning, Asset Management, Mortgage Banking, Structured Finance, Banking, P&L Accountability, Credit Risk, Due Diligence, Financial Analysis, Treasury Management, Loan Origination, Underwriting
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
Bachelor of Science (BS), Business Administration
BNY Mellon Wealth Management July 2015 - Present
Gator Bowl Association December 1989 - Present
Discover Home Loans August 2010 - July 2015
Atlantic Coast Bank August 2003 - August 2011
Cypress Insurance Group June 2008 - July 2010
PHH Mortgage January 2001 - June 2008
Basis100 2002 - 2003
Merrill Lynch Credit Corporation February 1992 - January 2001
Deloitte & Touche January 1984 - February 1992
Skills
Risk Management, Mergers & Acquisitions, Financial Modeling, Mergers, Credit, Negotiation, Finance, Acquisition Integration, Loans, Acquisitions, Investments, Leadership, Financial Services, Corporate Finance, Strategy, Capital Markets, Management, Investor Relations, Strategic Planning, Portfolio Management, Mortgage Lending, Credit Analysis, Valuation, Executive Management, Private Equity, Project Planning, Asset Management, Mortgage Banking, Structured Finance, Banking, P&L Accountability, Credit Risk, Due Diligence, Financial Analysis, Treasury Management, Loan Origination, Underwriting
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
Bachelor of Science (BS), Business Administration
Brennon Martin's Deloitte & Touche Experience June 2000 - November 2001
Job Digital Product Strategy and Development Leader
Industry Computer Software
Experience
Isobar U.S. October 2013 - Present
Isobar U.S. June 2010 - October 2013
DigitalGlobe June 2008 - September 2009
EffectiveUI July 2007 - April 2008
When I Grow Up, Inc. May 2005 - July 2007
Wavelink May 2002 - April 2005
Deloitte & Touche June 2000 - November 2001
Philips Electronics 1997 - 1999
University of Washington 1995 - 1997
Skills
Software Project..., Product Management, Product Marketing, Interaction Design, Competitive Analysis, Marketing Strategy, Account Management, Sales Enablement, Pricing Strategy, Contract Negotiation, Project Management, Product Development, Business Development, B2B, Mobile Applications, User Experience, Strategic Partnerships, Start-ups, Mobile Devices, Program Management, Leadership, Enterprise Software, Cross-functional Team...
Education
University of Washington 1994 — 1997
MA & PhC, Communications
University of North Carolina at Chapel Hill 1987 — 1991
B.A. w/ Honors, International Studies
Isobar U.S. October 2013 - Present
Isobar U.S. June 2010 - October 2013
DigitalGlobe June 2008 - September 2009
EffectiveUI July 2007 - April 2008
When I Grow Up, Inc. May 2005 - July 2007
Wavelink May 2002 - April 2005
Deloitte & Touche June 2000 - November 2001
Philips Electronics 1997 - 1999
University of Washington 1995 - 1997
Skills
Software Project..., Product Management, Product Marketing, Interaction Design, Competitive Analysis, Marketing Strategy, Account Management, Sales Enablement, Pricing Strategy, Contract Negotiation, Project Management, Product Development, Business Development, B2B, Mobile Applications, User Experience, Strategic Partnerships, Start-ups, Mobile Devices, Program Management, Leadership, Enterprise Software, Cross-functional Team...
Education
University of Washington 1994 — 1997
MA & PhC, Communications
University of North Carolina at Chapel Hill 1987 — 1991
B.A. w/ Honors, International Studies
Jason Palmer, CPA, CFE Jason Palmer, CPA, CFE's Deloitte & Touche Experience June 2008 - June 2012
Job Internal Audit Manager at Las Vegas Sands Corp.
Industry Accounting
Experience
Las Vegas Sands Corporation June 2012 - Present
Deloitte & Touche June 2008 - June 2012
MGM Resorts International October 2006 - June 2008
US Navy July 1999 - August 2004
Skills
CPA, Big 4, Internal Audit
Education
University of Nevada-Las Vegas
Las Vegas Sands Corporation June 2012 - Present
Deloitte & Touche June 2008 - June 2012
MGM Resorts International October 2006 - June 2008
US Navy July 1999 - August 2004
Skills
CPA, Big 4, Internal Audit
Education
University of Nevada-Las Vegas
Bonnie Richardson Bonnie Richardson's Deloitte & Touche Experience March 2007 - June 2011
Job Regional Resource Manager at Deloitte
Industry Human Resources
Experience
Deloitte October 2013 - Present
Deloitte June 2011 - October 2013
Deloitte & Touche March 2007 - June 2011
Deloitte & Touche September 2004 - March 2007
Skills
Performance Management, SEC filings, Accounting, Internal Controls, US GAAP, Sarbanes-Oxley Act, Talent Management, Auditing, Financial Reporting, Financial Accounting
Education
University of North Carolina at Wilmington 2003 — 2004
Masters, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science (BS), Psychology
Deloitte October 2013 - Present
Deloitte June 2011 - October 2013
Deloitte & Touche March 2007 - June 2011
Deloitte & Touche September 2004 - March 2007
Skills
Performance Management, SEC filings, Accounting, Internal Controls, US GAAP, Sarbanes-Oxley Act, Talent Management, Auditing, Financial Reporting, Financial Accounting
Education
University of North Carolina at Wilmington 2003 — 2004
Masters, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science (BS), Psychology
Stephanie Alexis Smellie, CPA Stephanie Alexis Smellie, CPA's Deloitte & Touche Experience October 2007 - December 2010
Job Business Development and Marketing Strategy Professional
Industry Internet
Experience
Under Armour July 2015 - Present
Sony Music Entertainment May 2014 - August 2014
HSBC Bank Bermuda Limited September 2012 - July 2013
Deutsche Bank January 2011 - September 2012
Deloitte & Touche October 2007 - December 2010
Skills
Management Consulting, Project Management, Relationship Management, Valuation, Corporate Finance, Derivatives, Financial Instruments, Accounting
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Strategic Management, Entrepreneurial Management, Operations
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelors, Business Administration
Saltus Grammar School
Under Armour July 2015 - Present
Sony Music Entertainment May 2014 - August 2014
HSBC Bank Bermuda Limited September 2012 - July 2013
Deutsche Bank January 2011 - September 2012
Deloitte & Touche October 2007 - December 2010
Skills
Management Consulting, Project Management, Relationship Management, Valuation, Corporate Finance, Derivatives, Financial Instruments, Accounting
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Strategic Management, Entrepreneurial Management, Operations
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelors, Business Administration
Saltus Grammar School
Emily Kincade's Deloitte & Touche Experience May 2003 - September 2003
Job Engagement Management at Deloitte
Industry Management Consulting
Experience
Deloitte September 2012 - Present
Deloitte May 2010 - September 2012
Deloitte September 2003 - May 2010
Deloitte & Touche May 2003 - September 2003
Arthur Andersen September 1999 - April 2002
Skills
Project Management, E-Learning, Organizational Design, Financial Modeling, Organizational..., Strategy, Strategic Communications, E-commerce, Leadership Development, Team Building, Coaching, Internal Communications, Performance Improvement, Recruiting, Contract Negotiation, Business Process..., Change Management, Leadership, Business Strategy, US GAAP, Program Management, Negotiation, Research, Marketing Strategy, Strategic Planning, Corporate Communications, Resource Management, Management, Human Resources, Budgets, Project Planning, Event Management, Management Consulting, Talent Management, Digital Marketing, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Marketing, Marketing Communications, Operations Management, Internal Controls
Education
University of North Carolina at Chapel Hill 1998 — 1999
Master's degree, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Communication, General
Deloitte September 2012 - Present
Deloitte May 2010 - September 2012
Deloitte September 2003 - May 2010
Deloitte & Touche May 2003 - September 2003
Arthur Andersen September 1999 - April 2002
Skills
Project Management, E-Learning, Organizational Design, Financial Modeling, Organizational..., Strategy, Strategic Communications, E-commerce, Leadership Development, Team Building, Coaching, Internal Communications, Performance Improvement, Recruiting, Contract Negotiation, Business Process..., Change Management, Leadership, Business Strategy, US GAAP, Program Management, Negotiation, Research, Marketing Strategy, Strategic Planning, Corporate Communications, Resource Management, Management, Human Resources, Budgets, Project Planning, Event Management, Management Consulting, Talent Management, Digital Marketing, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Marketing, Marketing Communications, Operations Management, Internal Controls
Education
University of North Carolina at Chapel Hill 1998 — 1999
Master's degree, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Communication, General
Maria Schultz's Deloitte & Touche Experience 1991 - 1996
Job Tax Senior Manager at McGladrey
Industry Accounting
Experience
McGladrey February 1997 - Present
Deloitte & Touche 1991 - 1996
Skills
Tax Research, FIN 48, Corporate Tax, Tax Accounting, Partnership Taxation, FAS109, Tax, Income Tax, CPA, FAS 5, US Tax, State Tax, GAAP
Education
University of New Orleans 1987 — 1991
Bachelor of Science (B.S.), Accounting
McGladrey February 1997 - Present
Deloitte & Touche 1991 - 1996
Skills
Tax Research, FIN 48, Corporate Tax, Tax Accounting, Partnership Taxation, FAS109, Tax, Income Tax, CPA, FAS 5, US Tax, State Tax, GAAP
Education
University of New Orleans 1987 — 1991
Bachelor of Science (B.S.), Accounting
Kristy Skender Kristy Skender's Deloitte & Touche Experience September 2004 - Present
Job Audit Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2004 - Present
Boston Stock Exchange June 2001 - May 2003
Skills
US GAAP, SEC filings, External Audit, Internal Controls, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Masters, Accounting
University of Rochester 1997 — 2001
Bachelor, Economics
Deloitte & Touche September 2004 - Present
Boston Stock Exchange June 2001 - May 2003
Skills
US GAAP, SEC filings, External Audit, Internal Controls, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Masters, Accounting
University of Rochester 1997 — 2001
Bachelor, Economics
Brent Boten's Deloitte & Touche Experience July 2007 - April 2008
Job VP, Sr. Business Risk Associate, Quality Assurance Controls Management at Bank of America
Industry Banking
Experience
Bank of America July 2011 - Present
Whitney Bank August 2010 - March 2011
Capital One March 2009 - May 2010
LaPorte Sehrt Romig & Hand Public Accountant April 2008 - December 2008
Deloitte & Touche July 2007 - April 2008
Ernst & Young, LLP 2003 - 2007
Skills
Internal Controls, Auditing, SEC filings, GAAP, Financial Services, Financial Risk, Forecasting, Sarbanes-Oxley Act, Finance, Assurance, Internal Audit, Banking, Accounting, Financial Analysis, Management, Process Improvement, Leadership, Financial Accounting, Financial Modeling, Budgets, Risk Management, US GAAP, Analysis, Customer Service
Education
University of New Orleans 1997 — 2003
Bachelors, Accounting and Business Administration with a Minor in Human Resources
Bank of America July 2011 - Present
Whitney Bank August 2010 - March 2011
Capital One March 2009 - May 2010
LaPorte Sehrt Romig & Hand Public Accountant April 2008 - December 2008
Deloitte & Touche July 2007 - April 2008
Ernst & Young, LLP 2003 - 2007
Skills
Internal Controls, Auditing, SEC filings, GAAP, Financial Services, Financial Risk, Forecasting, Sarbanes-Oxley Act, Finance, Assurance, Internal Audit, Banking, Accounting, Financial Analysis, Management, Process Improvement, Leadership, Financial Accounting, Financial Modeling, Budgets, Risk Management, US GAAP, Analysis, Customer Service
Education
University of New Orleans 1997 — 2003
Bachelors, Accounting and Business Administration with a Minor in Human Resources
Thomas H. Curry Thomas H. Curry's Deloitte & Touche Experience May 1989 - September 1990
Job Investment Representative at Capital Guardian LLC
Industry Financial Services
Experience
Curry and Curry, P.A. June 1991 - Present
Capital Guardian LLC August 2012 - Present
Woodbury Financial Services April 2006 - August 2012
Deloitte & Touche May 1989 - September 1990
Skills
Investments, Finance, Small Business, Securities, FINRA, CPA, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Accounting, Customer Service, Financial Advisory, IRAs, Life Insurance
Education
University of North Carolina at Charlotte 1982 — 1989
BS, Accounting
Curry and Curry, P.A. June 1991 - Present
Capital Guardian LLC August 2012 - Present
Woodbury Financial Services April 2006 - August 2012
Deloitte & Touche May 1989 - September 1990
Skills
Investments, Finance, Small Business, Securities, FINRA, CPA, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Accounting, Customer Service, Financial Advisory, IRAs, Life Insurance
Education
University of North Carolina at Charlotte 1982 — 1989
BS, Accounting
Amy Eubanks, CPA, CGMA Amy Eubanks, CPA, CGMA's Deloitte & Touche Experience August 2001 - July 2005
Job Director Portfolios and Product Management at AICPA
Industry Accounting
Experience
AICPA February 2013 - Present
AICPA September 2006 - February 2013
Duke University August 2005 - August 2006
Deloitte & Touche August 2001 - July 2005
Arthur Andersen LLP February 1999 - August 2000
Skills
CPA, Team Leadership, Cross-functional Team..., Portfolio Management, Project Portfolio..., Strategic Leadership, Cross-functional..., Collaboration, Project Coordination, Management, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Audits, Auditing, Internal Audit, Internal Controls
Education
University of North Carolina at Greensboro 1999 — 2001
MS, Accounting, GPA: 3.95 Accounting GPA: 4.0
University of North Carolina at Greensboro 1996 — 1999
BS, Accounting, GPA: 3.89 Accounting GPA: 3.91
AICPA February 2013 - Present
AICPA September 2006 - February 2013
Duke University August 2005 - August 2006
Deloitte & Touche August 2001 - July 2005
Arthur Andersen LLP February 1999 - August 2000
Skills
CPA, Team Leadership, Cross-functional Team..., Portfolio Management, Project Portfolio..., Strategic Leadership, Cross-functional..., Collaboration, Project Coordination, Management, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Audits, Auditing, Internal Audit, Internal Controls
Education
University of North Carolina at Greensboro 1999 — 2001
MS, Accounting, GPA: 3.95 Accounting GPA: 4.0
University of North Carolina at Greensboro 1996 — 1999
BS, Accounting, GPA: 3.89 Accounting GPA: 3.91
Mary Ritchie Mary Ritchie's Deloitte & Touche Experience 1995 - 1997
Job Owner, Mary E. Ritchie CPA
Industry Information Technology and Services
Experience
Mary E. Ritchie CPA January 1991 - Present
Craneware June 2007 - January 2009
Wausau Financial Systems September 2005 - June 2007
First National Merchant Solutions April 2003 - September 2005
Strategic Partnership Inc. February 1999 - April 2003
Orizon Group February 1995 - February 1997
Deloitte & Touche 1995 - 1997
DMSi Software 1993 - 1995
KPMG Audit 1985 - 1989
Education
University of Nebraska-Lincoln
Mary E. Ritchie CPA January 1991 - Present
Craneware June 2007 - January 2009
Wausau Financial Systems September 2005 - June 2007
First National Merchant Solutions April 2003 - September 2005
Strategic Partnership Inc. February 1999 - April 2003
Orizon Group February 1995 - February 1997
Deloitte & Touche 1995 - 1997
DMSi Software 1993 - 1995
KPMG Audit 1985 - 1989
Education
University of Nebraska-Lincoln
Jennifer (Rippy) Daloisio Jennifer (Rippy) Daloisio's Deloitte & Touche Experience September 1996 - November 2014
Job Chief Financial Officer at Massachusetts Clean Energy Center
Industry Accounting
Experience
Massachusetts Clean Energy Center November 2014 - Present
Deloitte & Touche September 1996 - November 2014
Skills
Accounting, Financial Reporting, Internal Controls, IFRS, Sarbanes-Oxley Act, Auditing, US GAAP, GAAP, Financial Analysis, Due Diligence
Education
University of New Hampshire 1992 — 1996
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1996
BS Business Administration, Business, Accounting
Massachusetts Clean Energy Center November 2014 - Present
Deloitte & Touche September 1996 - November 2014
Skills
Accounting, Financial Reporting, Internal Controls, IFRS, Sarbanes-Oxley Act, Auditing, US GAAP, GAAP, Financial Analysis, Due Diligence
Education
University of New Hampshire 1992 — 1996
University of New Hampshire -- Peter T. Paul College of Business and Economics 1992 — 1996
BS Business Administration, Business, Accounting
Aimee McWhorter CPA, CFP®, CVA Aimee McWhorter CPA, CFP®, CVA's Deloitte & Touche Experience 1999 - 2000
Job Partner/Member at Smith Leonard PLLC
Industry Accounting
Experience
Smith Leonard PLLC January 2014 - Present
Smith McWhorter, P.A. 2005 - December 2013
Thomas R. Smith & Associates, P.A. 2000 - 2005
Deloitte & Touche 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master of Accounting, Tax
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Business
University of Pittsburgh 1996 — 1996
Semester at Sea
Smith Leonard PLLC January 2014 - Present
Smith McWhorter, P.A. 2005 - December 2013
Thomas R. Smith & Associates, P.A. 2000 - 2005
Deloitte & Touche 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master of Accounting, Tax
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Business
University of Pittsburgh 1996 — 1996
Semester at Sea
Carlton Cammon Carlton Cammon's Deloitte & Touche Experience October 2010 - October 2012
Job Senior Analyst at Time Warner Cable
Industry Accounting
Experience
Time Warner Cable October 2013 - Present
BDO USA, LLP October 2012 - October 2013
Deloitte & Touche October 2010 - October 2012
Compass Group Americas January 2000 - July 2010
Deloitte Consulting January 1999 - November 1999
Skills
Accounting, Analysis, Auditing, Financial Accounting, Financial Analysis, Financial Statements, Income Statement, Internal Audit, Internal Controls, Management
Education
University of North Carolina at Charlotte
Master of Accountancy, Accounting
Time Warner Cable October 2013 - Present
BDO USA, LLP October 2012 - October 2013
Deloitte & Touche October 2010 - October 2012
Compass Group Americas January 2000 - July 2010
Deloitte Consulting January 1999 - November 1999
Skills
Accounting, Analysis, Auditing, Financial Accounting, Financial Analysis, Financial Statements, Income Statement, Internal Audit, Internal Controls, Management
Education
University of North Carolina at Charlotte
Master of Accountancy, Accounting
Neil Archibald, CPA Neil Archibald, CPA's Deloitte & Touche Experience November 2002 - June 2005
Job Controller at Standard Nutrition
Industry Accounting
Experience
Standard Nutrition March 2013 - Present
Wynne Transport Service, Inc. March 2007 - March 2013
Cornhusker Motor Lines June 2005 - March 2007
Deloitte & Touche November 2002 - June 2005
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Financial Accounting, GAAP, Great Plains Software, Microsoft Dynamics, AS400 system, Process Improvement, Finance, Financial Statements, Forecasting, Payroll, Sarbanes-Oxley Act
Education
University of Nebraska at Omaha 1998 — 2002
Bachelor of Science in Business Administration, Accounting, MIS minor
Standard Nutrition March 2013 - Present
Wynne Transport Service, Inc. March 2007 - March 2013
Cornhusker Motor Lines June 2005 - March 2007
Deloitte & Touche November 2002 - June 2005
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Financial Accounting, GAAP, Great Plains Software, Microsoft Dynamics, AS400 system, Process Improvement, Finance, Financial Statements, Forecasting, Payroll, Sarbanes-Oxley Act
Education
University of Nebraska at Omaha 1998 — 2002
Bachelor of Science in Business Administration, Accounting, MIS minor
Amyn Lakhani's Deloitte & Touche Experience August 2004 - June 2007
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young June 2007 - Present
Deloitte & Touche August 2004 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Graduate, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
Undergraduate, Business
Ernst & Young June 2007 - Present
Deloitte & Touche August 2004 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Graduate, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
Undergraduate, Business
John Gard John Gard's Deloitte & Touche Experience September 2004 - October 2006
Job Senior Recruiting Consultant @ RTI International | Human Resources | Aquiring Talent that Improves the Human Condition
Industry Research
Experience
RTI International May 2011 - Present
Robert Half International December 2009 - April 2011
Randolph Consulting LLC January 2008 - December 2009
TalentBridge November 2006 - January 2008
Deloitte & Touche September 2004 - October 2006
Skills
Public Health, Government, Training, Employee Benefits, Applicant Tracking..., Talent Acquisition, Recruiting, Technical Recruiting, Healthcare, SAS, Executive Search, College Recruiting, Data Analysis, Resume Writing, Sourcing, Career Counseling, Benefits Administration, Leadership, Onboarding, Interviews, Human Resources, Networking, Temporary Placement, PeopleSoft
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
BS, Business Administration
C. E. Jordan High School 1994 — 1998
RTI International May 2011 - Present
Robert Half International December 2009 - April 2011
Randolph Consulting LLC January 2008 - December 2009
TalentBridge November 2006 - January 2008
Deloitte & Touche September 2004 - October 2006
Skills
Public Health, Government, Training, Employee Benefits, Applicant Tracking..., Talent Acquisition, Recruiting, Technical Recruiting, Healthcare, SAS, Executive Search, College Recruiting, Data Analysis, Resume Writing, Sourcing, Career Counseling, Benefits Administration, Leadership, Onboarding, Interviews, Human Resources, Networking, Temporary Placement, PeopleSoft
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
BS, Business Administration
C. E. Jordan High School 1994 — 1998
Erin Diebold, CPA Erin Diebold, CPA's Deloitte & Touche Experience September 2010 - August 2015
Job Deloitte & Touche
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte & Touche September 2010 - August 2015
University of Nevada Las Vegas January 2009 - May 2010
City of Henderson May 2004 - June 2008
Skills
CPA, Auditing, External Audit, Sarbanes-Oxley, US GAAP, Accounting, Sarbanes-Oxley Act, Financial Analysis
Education
University of Nevada-Las Vegas - College of Business 2009 — 2010
Masters of Science in Business Administration, Accounting
University of Nevada-Las Vegas 2006 — 2008
BS, Accounting
Basic High School
High School Dimploma
Deloitte August 2015 - Present
Deloitte & Touche September 2010 - August 2015
University of Nevada Las Vegas January 2009 - May 2010
City of Henderson May 2004 - June 2008
Skills
CPA, Auditing, External Audit, Sarbanes-Oxley, US GAAP, Accounting, Sarbanes-Oxley Act, Financial Analysis
Education
University of Nevada-Las Vegas - College of Business 2009 — 2010
Masters of Science in Business Administration, Accounting
University of Nevada-Las Vegas 2006 — 2008
BS, Accounting
Basic High School
High School Dimploma
Brent Papciak's Deloitte & Touche Experience September 1997 - February 2001
Job Risk Assurance Partner at PwC
Industry Accounting
Experience
PwC July 2012 - Present
PricewaterhouseCoopers May 2004 - July 2012
Grant Thornton LLP 2002 - 2004
Arthur Andersen February 2001 - March 2002
Deloitte & Touche September 1997 - February 2001
Skills
Assurance, SAS70, Sarbanes-Oxley Act, CPA, Internal Controls, Finance, Financial Accounting, SEC filings, Financial Services, Accounting, Business Process, Internal Audit, Financial Statements, Auditing, Banking, Sarbanes-Oxley, External Audit, Enterprise Risk..., Big 4, COSO, Forensic Accounting, IT Audit, CISA, US GAAP, SOX 404, SEC Filings
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1997
B.S., Accounting, Finance
PwC July 2012 - Present
PricewaterhouseCoopers May 2004 - July 2012
Grant Thornton LLP 2002 - 2004
Arthur Andersen February 2001 - March 2002
Deloitte & Touche September 1997 - February 2001
Skills
Assurance, SAS70, Sarbanes-Oxley Act, CPA, Internal Controls, Finance, Financial Accounting, SEC filings, Financial Services, Accounting, Business Process, Internal Audit, Financial Statements, Auditing, Banking, Sarbanes-Oxley, External Audit, Enterprise Risk..., Big 4, COSO, Forensic Accounting, IT Audit, CISA, US GAAP, SOX 404, SEC Filings
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1997
B.S., Accounting, Finance
Jason Payan Jason Payan's Deloitte & Touche Experience 1999 - 2004
Job Partner at Payan & Payan Certified Public Accountants, LLC
Industry Accounting
Experience
Payan & Payan Certified Public Accountants, LLC January 2005 - Present
Payan & Payan Certified Public Accountants, LLC 2005 - Present
Deloitte & Touche 1999 - 2004
Education
University of Nevada-Las Vegas
Masters, Taxation
Payan & Payan Certified Public Accountants, LLC January 2005 - Present
Payan & Payan Certified Public Accountants, LLC 2005 - Present
Deloitte & Touche 1999 - 2004
Education
University of Nevada-Las Vegas
Masters, Taxation
Megan Carlson Megan Carlson's Deloitte & Touche Experience November 2010 - October 2011
Job Accounting Manager, Revenue Recognition at Medidata Solutions
Industry Accounting
Experience
Medidata Solutions January 2013 - Present
Medidata Solutions October 2011 - January 2013
Deloitte & Touche November 2010 - October 2011
Grant Thornton LLP August 2008 - October 2010
Grant Thornton LLP September 2006 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA
Medidata Solutions January 2013 - Present
Medidata Solutions October 2011 - January 2013
Deloitte & Touche November 2010 - October 2011
Grant Thornton LLP August 2008 - October 2010
Grant Thornton LLP September 2006 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA
Joyce Bellows CIA, CFSA, CRMA, MBA Joyce Bellows CIA, CFSA, CRMA, MBA's Deloitte & Touche Experience May 2000 - September 2001
Job Vice President of Internal Audit at Horace Mann
Industry Insurance
Experience
Horace Mann February 2012 - Present
Citizens Property Insurance Corporation November 2007 - April 2012
NetBank, Inc. 2002 - September 2007
EverBank (a.k.a Alliance Capital Partners, Alliance Mortgage, First Alliance Bank) September 2001 - October 2002
Deloitte & Touche May 2000 - September 2001
Bank of America 1995 - 2000
Skills
Risk Management, Enterprise Risk..., Financial Risk, Internal Audit, Sarbanes-Oxley Act, Process Improvement, Finance, Internal Controls, Banking, Auditing
Education
University of North Florida 1993 — 2000
MBA, Accounting
Horace Mann February 2012 - Present
Citizens Property Insurance Corporation November 2007 - April 2012
NetBank, Inc. 2002 - September 2007
EverBank (a.k.a Alliance Capital Partners, Alliance Mortgage, First Alliance Bank) September 2001 - October 2002
Deloitte & Touche May 2000 - September 2001
Bank of America 1995 - 2000
Skills
Risk Management, Enterprise Risk..., Financial Risk, Internal Audit, Sarbanes-Oxley Act, Process Improvement, Finance, Internal Controls, Banking, Auditing
Education
University of North Florida 1993 — 2000
MBA, Accounting
Jeffrey Loftin Jeffrey Loftin's Deloitte & Touche Experience August 2011 - December 2011
Job Global Controller at Gilbarco Veeder Root
Industry Oil & Energy
Experience
Gilbarco Veeder Root January 2014 - Present
Claire's Army July 2013 - Present
MedAssist of Mecklenburg County May 2009 - Present
XPO Logistics, Inc. March 2012 - January 2014
Carlisle Companies December 2011 - March 2012
Deloitte & Touche August 2011 - December 2011
Deloitte & Touche August 2008 - August 2011
Skills
Financial Reporting, Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, Governance, US GAAP, Financial Analysis, Mergers & Acquisitions, Management, GAAP, SEC filings, Internal Controls, Forecasting, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Masters of Accounting, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science in Business Administration, Business Administration and Management, General
Leadership Charlotte Class 32
Gilbarco Veeder Root January 2014 - Present
Claire's Army July 2013 - Present
MedAssist of Mecklenburg County May 2009 - Present
XPO Logistics, Inc. March 2012 - January 2014
Carlisle Companies December 2011 - March 2012
Deloitte & Touche August 2011 - December 2011
Deloitte & Touche August 2008 - August 2011
Skills
Financial Reporting, Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, Governance, US GAAP, Financial Analysis, Mergers & Acquisitions, Management, GAAP, SEC filings, Internal Controls, Forecasting, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Masters of Accounting, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science in Business Administration, Business Administration and Management, General
Leadership Charlotte Class 32
Candy Borrego Candy Borrego's Deloitte & Touche Experience July 1996 - September 1997
Job Director, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2010 - Present
University of Nevada Reno, College of Business, Accounting Advisory Board 2009 - Present
STEP2 2006 - Present
West Haven Development Group, LLC August 2005 - March 2010
Wells Fargo Bank 1998 - 2005
Muckel Anderson CPAs September 1997 - March 1998
Deloitte & Touche July 1996 - September 1997
Education
University of Nevada-Reno
B.S., Accounting
Wells Fargo Bank March 2010 - Present
University of Nevada Reno, College of Business, Accounting Advisory Board 2009 - Present
STEP2 2006 - Present
West Haven Development Group, LLC August 2005 - March 2010
Wells Fargo Bank 1998 - 2005
Muckel Anderson CPAs September 1997 - March 1998
Deloitte & Touche July 1996 - September 1997
Education
University of Nevada-Reno
B.S., Accounting
Walt Parrish Walt Parrish's Deloitte & Touche Experience September 1998 - August 2007
Job Owner, IT Audit Resources
Industry Accounting
Experience
IT Audit Resources April 2008 - Present
Hanesbrands Inc. September 2007 - March 2008
Deloitte & Touche September 1998 - August 2007
Skills
Sarbanes-Oxley, Internal Controls, IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Business Process, CISA, Internal Audit, Auditing, Risk Assessment, Information Security, COSO, Risk Management, COBIT, Governance, ERP, Financial Analysis, Information Technology, Finance, Financial Risk, Financial Reporting
Education
University of North Carolina at Chapel Hill 1997 — 1998
MAC, Accounting
University of North Carolina at Chapel Hill 1989 — 1993
BS, Biology
IT Audit Resources April 2008 - Present
Hanesbrands Inc. September 2007 - March 2008
Deloitte & Touche September 1998 - August 2007
Skills
Sarbanes-Oxley, Internal Controls, IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Business Process, CISA, Internal Audit, Auditing, Risk Assessment, Information Security, COSO, Risk Management, COBIT, Governance, ERP, Financial Analysis, Information Technology, Finance, Financial Risk, Financial Reporting
Education
University of North Carolina at Chapel Hill 1997 — 1998
MAC, Accounting
University of North Carolina at Chapel Hill 1989 — 1993
BS, Biology
Amanda (Landolt) Fleischmann Amanda (Landolt) Fleischmann's Deloitte & Touche Experience January 2010 - Present
Job Manager for Deloitte Tax LLP
Industry Accounting
Experience
Deloitte & Touche January 2010 - Present
Skills
Corporate Tax, Big 4, Tax, Tax Accounting, Tax Research, Multistate Tax, Partnership Taxation, Income Tax
Education
University of Nebraska-Lincoln 2004 — 2010
Bachelor of Science (BS), Accounting
University of Nebraska-Lincoln 2008 — 2009
Master's degree, Accounting
Deloitte & Touche January 2010 - Present
Skills
Corporate Tax, Big 4, Tax, Tax Accounting, Tax Research, Multistate Tax, Partnership Taxation, Income Tax
Education
University of Nebraska-Lincoln 2004 — 2010
Bachelor of Science (BS), Accounting
University of Nebraska-Lincoln 2008 — 2009
Master's degree, Accounting
Richard Derrick Richard Derrick's Deloitte & Touche Experience May 1988 - July 1989
Job Chief Financial Officer at City of Henderson
Industry Government Administration
Experience
City of Henderson June 2013 - Present
University of Nevada Las Vegas August 2012 - January 2014
City of Henderson October 2010 - May 2013
City of Henderson June 2009 - October 2010
City of Henderson July 2008 - June 2009
City of Henderson July 2004 - July 2008
City of Henderson February 1999 - July 2004
Clark County School District July 1994 - February 1999
Caesars Palace July 1989 - July 1994
Deloitte & Touche May 1988 - July 1989
Skills
Leadership, Auditing, Government, Public Administration, Policy, Economic Development, Community Outreach, Budgets, Policy Analysis, Financial Analysis, Workshop Facilitation, Public Policy, Management, Process Improvement, Training, Public Speaking, Local Government, Performance Management, Project Management, Accounting, Analysis, Forecasting, Strategic Planning, Research, Finance, Leadership Development, Project Planning, Nonprofits, Program Management, Contract Negotiation, Managerial Finance, Human Resources, Cross-functional Team..., Business Strategy, Organizational..., Internal Audit, Community Development, Operations Management, Event Management, Situational Leadership
Education
University of Nevada-Las Vegas 2000 — 2002
Master's Degree in Public Administration, Public Administration
University of Nevada-Las Vegas - College of Business 1983 — 1988
Bachelor of Science in Business Administration, Accounting
City of Henderson June 2013 - Present
University of Nevada Las Vegas August 2012 - January 2014
City of Henderson October 2010 - May 2013
City of Henderson June 2009 - October 2010
City of Henderson July 2008 - June 2009
City of Henderson July 2004 - July 2008
City of Henderson February 1999 - July 2004
Clark County School District July 1994 - February 1999
Caesars Palace July 1989 - July 1994
Deloitte & Touche May 1988 - July 1989
Skills
Leadership, Auditing, Government, Public Administration, Policy, Economic Development, Community Outreach, Budgets, Policy Analysis, Financial Analysis, Workshop Facilitation, Public Policy, Management, Process Improvement, Training, Public Speaking, Local Government, Performance Management, Project Management, Accounting, Analysis, Forecasting, Strategic Planning, Research, Finance, Leadership Development, Project Planning, Nonprofits, Program Management, Contract Negotiation, Managerial Finance, Human Resources, Cross-functional Team..., Business Strategy, Organizational..., Internal Audit, Community Development, Operations Management, Event Management, Situational Leadership
Education
University of Nevada-Las Vegas 2000 — 2002
Master's Degree in Public Administration, Public Administration
University of Nevada-Las Vegas - College of Business 1983 — 1988
Bachelor of Science in Business Administration, Accounting
Jamie Harper Wilkerson Jamie Harper Wilkerson's Deloitte & Touche Experience 2002 - 2006
Job Executive Director of Finance and Administrative Operations at The Hamner Institutes for Health Sciences
Industry Nonprofit Organization Management
Experience
The Hamner Institutes for Health Sciences April 2014 - Present
The Hamner Institutes for Health Sciences April 2012 - Present
The Hamner Institutes for Health Sciences June 2010 - October 2012
The Hamner Institutes for Health Sciences September 2006 - June 2010
Deloitte & Touche 2002 - 2006
Skills
Internal Controls, Auditing, Non-profits, Budgeting, Excel, Financial Reporting, PowerPoint, Management, Accounting, Budgets, Finance, Microsoft Excel, CPA, Nonprofits, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2002
MAC, Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business Administration
The Hamner Institutes for Health Sciences April 2014 - Present
The Hamner Institutes for Health Sciences April 2012 - Present
The Hamner Institutes for Health Sciences June 2010 - October 2012
The Hamner Institutes for Health Sciences September 2006 - June 2010
Deloitte & Touche 2002 - 2006
Skills
Internal Controls, Auditing, Non-profits, Budgeting, Excel, Financial Reporting, PowerPoint, Management, Accounting, Budgets, Finance, Microsoft Excel, CPA, Nonprofits, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2002
MAC, Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Business Administration
Anthony Pugliese's Deloitte & Touche Experience January 1990 - March 1997
Job Senior Vice President & Chief Operating Officer at AICPA
Industry Accounting
Experience
AICPA April 1997 - Present
Deloitte & Touche January 1990 - March 1997
Skills
Forensic Accounting, CPA, Financial Analysis, Management Consulting, Internal Controls, Financial Accounting, SEC filings, Mergers, Managerial Finance, Internal Audit, Restructuring, Business Process..., Enterprise Risk..., Assurance, Financial Audits, IT Audit, Mergers & Acquisitions, Tax, Strategic Financial..., GAAP, US GAAP, SEC Filings
Education
University of North Florida - College of Business Administration 1985 — 1989
BBA, Accounting
AICPA April 1997 - Present
Deloitte & Touche January 1990 - March 1997
Skills
Forensic Accounting, CPA, Financial Analysis, Management Consulting, Internal Controls, Financial Accounting, SEC filings, Mergers, Managerial Finance, Internal Audit, Restructuring, Business Process..., Enterprise Risk..., Assurance, Financial Audits, IT Audit, Mergers & Acquisitions, Tax, Strategic Financial..., GAAP, US GAAP, SEC Filings
Education
University of North Florida - College of Business Administration 1985 — 1989
BBA, Accounting
Giacomo Panizzolo Giacomo Panizzolo's Deloitte & Touche Experience 2011 - 2012
Job Sr. Consultant at Deloitte
Industry Accounting
Experience
Deloitte October 2013 - Present
Procter & Gamble 2013 - 2013
F.lli Rocco S.r.l. May 2004 - 2013
Deloitte & Touche 2011 - 2012
Deloitte June 2011 - August 2011
EF Education First May 2008 - April 2011
University of Nebraska April 2009 - November 2010
AYUSA Global Youth Exchange 2009 - 2010
Commercial Investment Proprieties May 2008 - June 2008
Skills
Accounting, Quickbooks, Microsoft Office, Excel, Word, Access, finance, Corporate Finance, Trade Finance, Microsoft Word, Finance, Economics, Risk Management, Research, QuickBooks, Microsoft Excel, Financial Analysis, Data Analysis
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Accounting, Finance
University of Oxford 2011 — 2011
Study Abroad - Summer Session, Economics
Deloitte October 2013 - Present
Procter & Gamble 2013 - 2013
F.lli Rocco S.r.l. May 2004 - 2013
Deloitte & Touche 2011 - 2012
Deloitte June 2011 - August 2011
EF Education First May 2008 - April 2011
University of Nebraska April 2009 - November 2010
AYUSA Global Youth Exchange 2009 - 2010
Commercial Investment Proprieties May 2008 - June 2008
Skills
Accounting, Quickbooks, Microsoft Office, Excel, Word, Access, finance, Corporate Finance, Trade Finance, Microsoft Word, Finance, Economics, Risk Management, Research, QuickBooks, Microsoft Excel, Financial Analysis, Data Analysis
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Accounting, Finance
University of Oxford 2011 — 2011
Study Abroad - Summer Session, Economics
Carrie Weber Carrie Weber's Deloitte & Touche Experience 1996 - May 2009
Job Vice President Audit Services at Ameritas
Industry Financial Services
Experience
Ameritas October 2013 - Present
ConAgra Foods October 2012 - October 2013
Arbor Bank May 2009 - October 2012
Deloitte & Touche 1996 - May 2009
Skills
Internal Audit, Financial Analysis, Strategic Financial..., Accounting, External Audit, Auditing, Risk Management, Human Resources, Project Management, Financial Reporting, Finance, Leadership, Operations Management, Executive Management, Board Governance, Compliance, People Development, Talent Management, Management, Risk Assessment, Internal Controls, Process Improvement, Financial Services
Education
University of Nebraska-Lincoln 1992 — 1996
Bachelor's, Accounting
Ameritas October 2013 - Present
ConAgra Foods October 2012 - October 2013
Arbor Bank May 2009 - October 2012
Deloitte & Touche 1996 - May 2009
Skills
Internal Audit, Financial Analysis, Strategic Financial..., Accounting, External Audit, Auditing, Risk Management, Human Resources, Project Management, Financial Reporting, Finance, Leadership, Operations Management, Executive Management, Board Governance, Compliance, People Development, Talent Management, Management, Risk Assessment, Internal Controls, Process Improvement, Financial Services
Education
University of Nebraska-Lincoln 1992 — 1996
Bachelor's, Accounting
Marcelo Maraccini's Deloitte & Touche Experience July 2010 - September 2013
Job Vice President, Global Risk Management and Regulatory Compliance at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America Merrill Lynch September 2013 - August 2014
Deloitte & Touche July 2010 - September 2013
Marcosa S/A, Caterpillar Inc. Dealer May 2009 - October 2009
Nortel Networks May 2007 - August 2008
North Carolina Department of Commerce May 2006 - August 2006
Skills
Analytics, Business Strategy, Risk Management, Analysis, Risk, Financial Reporting, Inventory Management, Finance, Financial Risk, Strategy, Cross-functional Team..., Management, Financial Analysis, Project Management, Forecasting, Team Leadership, Mergers & Acquisitions, Internal Controls, Market Research, Enterprise Risk..., Investments, Management Consulting, Business Process..., Business Analysis, Financial Modeling, Banking, Portfolio Management, Corporate Finance, Process Improvement, Financial Services, Data Analysis, Financial Accounting, Change Management, Business Planning, Business Development, Strategic Planning, Treasury Management, Credit Risk, Sarbanes-Oxley Act, Risk Assessment, Equities, Basel II, Private Equity, IT Strategy, Fixed Income, Bloomberg, Credit, Liquidity Risk, Executive Management, Sarbanes-Oxley
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor, Finance
University of North Carolina at Wilmington 2005 — 2009
Bachelor, International Business
Bank of America June 2014 - Present
Bank of America Merrill Lynch September 2013 - August 2014
Deloitte & Touche July 2010 - September 2013
Marcosa S/A, Caterpillar Inc. Dealer May 2009 - October 2009
Nortel Networks May 2007 - August 2008
North Carolina Department of Commerce May 2006 - August 2006
Skills
Analytics, Business Strategy, Risk Management, Analysis, Risk, Financial Reporting, Inventory Management, Finance, Financial Risk, Strategy, Cross-functional Team..., Management, Financial Analysis, Project Management, Forecasting, Team Leadership, Mergers & Acquisitions, Internal Controls, Market Research, Enterprise Risk..., Investments, Management Consulting, Business Process..., Business Analysis, Financial Modeling, Banking, Portfolio Management, Corporate Finance, Process Improvement, Financial Services, Data Analysis, Financial Accounting, Change Management, Business Planning, Business Development, Strategic Planning, Treasury Management, Credit Risk, Sarbanes-Oxley Act, Risk Assessment, Equities, Basel II, Private Equity, IT Strategy, Fixed Income, Bloomberg, Credit, Liquidity Risk, Executive Management, Sarbanes-Oxley
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor, Finance
University of North Carolina at Wilmington 2005 — 2009
Bachelor, International Business
Barry Erskine, CPA Barry Erskine, CPA's Deloitte & Touche Experience April 2011 - October 2014
Job Lead Consultant at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP October 2014 - Present
Deloitte & Touche April 2011 - October 2014
Dixon Hughes Goodman LLP October 2007 - March 2011
Robert Half Finance & Accounting August 2005 - September 2007
Skills
Auditing, Accounting, CPA, External Audit, GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, IFRS, Financial Statements, US GAAP, Variance Analysis, Big 4, Internal Audit, Recruiting, Financial Audits, Assurance, Financial Analysis, Sarbanes-Oxley, Microsoft Excel, Cross-functional Team..., Bacon
Education
Valdosta State University 1993 — 1996
BBA
University of North Florida 2008 — 2008
Saint John's College 1991 — 1993
AS
Dixon Hughes Goodman LLP October 2014 - Present
Deloitte & Touche April 2011 - October 2014
Dixon Hughes Goodman LLP October 2007 - March 2011
Robert Half Finance & Accounting August 2005 - September 2007
Skills
Auditing, Accounting, CPA, External Audit, GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, IFRS, Financial Statements, US GAAP, Variance Analysis, Big 4, Internal Audit, Recruiting, Financial Audits, Assurance, Financial Analysis, Sarbanes-Oxley, Microsoft Excel, Cross-functional Team..., Bacon
Education
Valdosta State University 1993 — 1996
BBA
University of North Florida 2008 — 2008
Saint John's College 1991 — 1993
AS
Pragathi Rai, CPA Pragathi Rai, CPA's Deloitte & Touche Experience September 2010 - December 2012
Job Manager at PwC
Industry Accounting
Experience
PwC 2015 - Present
PwC 2013 - 2015
Deloitte & Touche September 2010 - December 2012
Kenan-Flagler Business School 2009 - 2009
Wipro Technologies August 2005 - November 2007
Skills
Auditing, Internal Controls, Consulting, Management, Sarbanes-Oxley Act, Financial Reporting, IT Audit, Management Consulting, Banking, Market Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
mac, accounting
Visvesvaraya Technological University
Bachelor of engineering, IEM
PwC 2015 - Present
PwC 2013 - 2015
Deloitte & Touche September 2010 - December 2012
Kenan-Flagler Business School 2009 - 2009
Wipro Technologies August 2005 - November 2007
Skills
Auditing, Internal Controls, Consulting, Management, Sarbanes-Oxley Act, Financial Reporting, IT Audit, Management Consulting, Banking, Market Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
mac, accounting
Visvesvaraya Technological University
Bachelor of engineering, IEM
Alan West Alan West's Deloitte & Touche Experience August 2008 - August 2011
Job Senior Manager at Deloitte
Industry Accounting
Experience
Deloitte August 2014 - Present
Deloitte and Touche August 2011 - August 2014
Deloitte & Touche August 2008 - August 2011
Deloitte & Touche May 2006 - August 2008
Deloitte & Touche May 2005 - May 2006
West Corporation May 2004 - May 2005
Skills
Internal Audit, IT Audit, Enterprise Risk..., Sarbanes-Oxley, SAS70, Internal Controls, CISA, SOC 1, SOC 2, SSAE 16, ISAE 3402, Risk Assessment, Financial Audits, External Audit, International Auditing, Project Management, SAP Implementation, SAP Auditing, Oracle Auditing, PeopleSoft Auditing
Education
University of Nebraska-Lincoln 2005 — 2006
MPA, Accounting
University of Nebraska-Lincoln 2002 — 2005
BSBA, Accounting
Deloitte August 2014 - Present
Deloitte and Touche August 2011 - August 2014
Deloitte & Touche August 2008 - August 2011
Deloitte & Touche May 2006 - August 2008
Deloitte & Touche May 2005 - May 2006
West Corporation May 2004 - May 2005
Skills
Internal Audit, IT Audit, Enterprise Risk..., Sarbanes-Oxley, SAS70, Internal Controls, CISA, SOC 1, SOC 2, SSAE 16, ISAE 3402, Risk Assessment, Financial Audits, External Audit, International Auditing, Project Management, SAP Implementation, SAP Auditing, Oracle Auditing, PeopleSoft Auditing
Education
University of Nebraska-Lincoln 2005 — 2006
MPA, Accounting
University of Nebraska-Lincoln 2002 — 2005
BSBA, Accounting
Billy Farlik Billy Farlik's Deloitte & Touche Experience October 2006 - May 2011
Job Business Unit Senior Manager, Finance at Pactiv, LLC (subsidiary of Reynolds Group Holdings Limited)
Industry Consumer Goods
Experience
Pactiv, LLC (subsidiary of Reynolds Group Holdings Limited) March 2014 - Present
Beverage Packaging Finance (Luxembourg)- subsidiary of Reynolds Group Holdings Limited November 2012 - February 2014
Reynolds Group Holdings Limited June 2010 - October 2012
Deloitte & Touche October 2006 - May 2011
Deloitte October 2006 - August 2008
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Reporting, GAAP, IFRS, External Audit, Sarbanes-Oxley, CPA, Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
MACC, Accountancy
University of South Carolina-Columbia 2001 — 2005
Bachelor of Science (B.S.), Accounting
Pactiv, LLC (subsidiary of Reynolds Group Holdings Limited) March 2014 - Present
Beverage Packaging Finance (Luxembourg)- subsidiary of Reynolds Group Holdings Limited November 2012 - February 2014
Reynolds Group Holdings Limited June 2010 - October 2012
Deloitte & Touche October 2006 - May 2011
Deloitte October 2006 - August 2008
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Reporting, GAAP, IFRS, External Audit, Sarbanes-Oxley, CPA, Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
MACC, Accountancy
University of South Carolina-Columbia 2001 — 2005
Bachelor of Science (B.S.), Accounting
DeAnnah Baker's Deloitte & Touche Experience January 1989 - April 1991
Job Independent cabi Stylist
Industry Accounting
Experience
CAbi, Carol Anderson by invitation February 2013 - Present
Baker Bookkeeping August 2010 - Present
Cary Academy PTAA Board June 2013 - June 2014
Cary Academy PTAA Board January 2013 - June 2013
Cary Academy PTAA Board July 2011 - January 2013
Bank of America April 1991 - May 2004
Deloitte & Touche January 1989 - April 1991
Skills
Budgets, Small Business, Management, Accounting, Financial Reporting, Financial Accounting, Sales, Managerial Finance, Nonprofits, Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Word, Business Strategy, Bookkeeping, Account Reconciliation, General Ledger, Retail, Apparel, Fashion Styling, Personal Shopping, Marketing, Leadership, Strategic Planning, Team Building, Business Development, Public Speaking, Office Management, PowerPoint, Coaching
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Accounting
CAbi, Carol Anderson by invitation February 2013 - Present
Baker Bookkeeping August 2010 - Present
Cary Academy PTAA Board June 2013 - June 2014
Cary Academy PTAA Board January 2013 - June 2013
Cary Academy PTAA Board July 2011 - January 2013
Bank of America April 1991 - May 2004
Deloitte & Touche January 1989 - April 1991
Skills
Budgets, Small Business, Management, Accounting, Financial Reporting, Financial Accounting, Sales, Managerial Finance, Nonprofits, Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Word, Business Strategy, Bookkeeping, Account Reconciliation, General Ledger, Retail, Apparel, Fashion Styling, Personal Shopping, Marketing, Leadership, Strategic Planning, Team Building, Business Development, Public Speaking, Office Management, PowerPoint, Coaching
Education
University of North Carolina at Chapel Hill 1984 — 1988
BS, Accounting
Gary Bendes's Deloitte & Touche Experience January 1994 - December 2000
Job Tax Director; Global Indirect Taxes at Amazon.com
Industry Internet
Experience
Amazon.com September 2000 - Present
Deloitte & Touche January 1994 - December 2000
State of California January 1991 - December 1993
Skills
Global Indirect Tax, Sales Tax, VAT, Indirect Taxation, Sabrix, Taxware, Tax, International Tax, Tax Policy, Vertex, Sarbanes-Oxley Act, Corporate Tax, Income Tax, Auditing, Tax Accounting
Education
University of New Haven 1991 — 1991
MBA, Business
University of Southern California 1988 — 1990
BS, Business Administration
Amazon.com September 2000 - Present
Deloitte & Touche January 1994 - December 2000
State of California January 1991 - December 1993
Skills
Global Indirect Tax, Sales Tax, VAT, Indirect Taxation, Sabrix, Taxware, Tax, International Tax, Tax Policy, Vertex, Sarbanes-Oxley Act, Corporate Tax, Income Tax, Auditing, Tax Accounting
Education
University of New Haven 1991 — 1991
MBA, Business
University of Southern California 1988 — 1990
BS, Business Administration
Richard L. Bullard Richard L. Bullard's Deloitte & Touche Experience 1981 - 1986
Job CPA Retired
Industry Accounting
Experience
... December 2005 - Present
Bullard, Blanchard, Johns, P.L.L.C. 1995 - 2005
The Myositis Association January 2004 - December 2004
BDO USA, LLP 1986 - 1995
Deloitte & Touche 1981 - 1986
Skills
Auditing, Mergers, Budgets, Business Strategy, Sellers, Management Consulting, Mergers & Acquisitions, Financial Reporting, Strategic Financial..., Financial Analysis, Strategic Planning, Sales, Small Business, Program Management, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1965 — 1970
BS, Business Administration
... December 2005 - Present
Bullard, Blanchard, Johns, P.L.L.C. 1995 - 2005
The Myositis Association January 2004 - December 2004
BDO USA, LLP 1986 - 1995
Deloitte & Touche 1981 - 1986
Skills
Auditing, Mergers, Budgets, Business Strategy, Sellers, Management Consulting, Mergers & Acquisitions, Financial Reporting, Strategic Financial..., Financial Analysis, Strategic Planning, Sales, Small Business, Program Management, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1965 — 1970
BS, Business Administration
Tom Valentino Tom Valentino's Deloitte & Touche Experience 1980 - 1984
Job CFO at TED Conferences
Industry Nonprofit Organization Management
Experience
TED Conferences April 2010 - Present
Locus Technologies February 2009 - March 2010
Future US, Inc. 2006 - 2008
Future US 1992 - 2006
Signal Research 1987 - 1992
Dixon, Hughes CPA's 1985 - 1986
Integon Insurance 1984 - 1985
Deloitte & Touche 1980 - 1984
Education
University of North Carolina at Greensboro 1976 — 1980
B.S. Accounting
UNC Greensboro
BS Accounting
TED Conferences April 2010 - Present
Locus Technologies February 2009 - March 2010
Future US, Inc. 2006 - 2008
Future US 1992 - 2006
Signal Research 1987 - 1992
Dixon, Hughes CPA's 1985 - 1986
Integon Insurance 1984 - 1985
Deloitte & Touche 1980 - 1984
Education
University of North Carolina at Greensboro 1976 — 1980
B.S. Accounting
UNC Greensboro
BS Accounting
Jennifer Ahles, CPA Jennifer Ahles, CPA's Deloitte & Touche Experience July 2003 - December 2005
Job Accounting Manager at Gregory & Appel Insurance
Industry Accounting
Experience
Gregory & Appel Insurance June 2010 - Present
Blue & Co., LLC January 2007 - May 2010
McGladrey & Pullen January 2006 - September 2006
Deloitte & Touche July 2003 - December 2005
Boyd Gaming August 1993 - August 2003
Skills
Hotels, Casino, Internal Controls, Accounting
Education
University of Nevada Las Vegas Lee Business School 1999 — 2003
BSBA, Accounting
Gregory & Appel Insurance June 2010 - Present
Blue & Co., LLC January 2007 - May 2010
McGladrey & Pullen January 2006 - September 2006
Deloitte & Touche July 2003 - December 2005
Boyd Gaming August 1993 - August 2003
Skills
Hotels, Casino, Internal Controls, Accounting
Education
University of Nevada Las Vegas Lee Business School 1999 — 2003
BSBA, Accounting
Daniel Lim, CPA's Deloitte & Touche Experience September 2005 - February 2009
Job at
Industry Apparel & Fashion
Experience
The North Face August 2014 - Present
VF Outdoor and Action Sports Coalition April 2013 - August 2014
VF Corporation February 2011 - April 2013
Nucor Steel February 2009 - February 2011
Deloitte & Touche September 2005 - February 2009
Skills
Auditing, Finance, Internal Audit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
B.S., Business Administration
The North Face August 2014 - Present
VF Outdoor and Action Sports Coalition April 2013 - August 2014
VF Corporation February 2011 - April 2013
Nucor Steel February 2009 - February 2011
Deloitte & Touche September 2005 - February 2009
Skills
Auditing, Finance, Internal Audit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
B.S., Business Administration
Christy Young Christy Young's Deloitte & Touche Experience September 2012 - March 2014
Job Internal Audit Manager at HDR
Industry Accounting
Experience
HDR March 2014 - Present
Deloitte & Touche September 2012 - March 2014
Deloitte & Touche 2009 - 2012
Deloitte & Touche 2007 - 2009
Union Bank & Trust June 2004 - August 2007
Skills
US GAAP, External Audit, Auditing, IFRS, Internal Controls, Financial Reporting, Financial Accounting, SEC filings, Big 4
Education
University of Nebraska-Lincoln 2002 — 2007
HDR March 2014 - Present
Deloitte & Touche September 2012 - March 2014
Deloitte & Touche 2009 - 2012
Deloitte & Touche 2007 - 2009
Union Bank & Trust June 2004 - August 2007
Skills
US GAAP, External Audit, Auditing, IFRS, Internal Controls, Financial Reporting, Financial Accounting, SEC filings, Big 4
Education
University of Nebraska-Lincoln 2002 — 2007
Chris Babcock Chris Babcock's Deloitte & Touche Experience May 1990 - January 1994
Job Senior Business Analyst
Industry Investment Management
Experience
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Steve Yurko's Deloitte & Touche Experience January 1989 - October 1992
Job CEO at APEX Analytix
Industry Computer Software
Experience
APEX Analytix July 2009 - Present
APEX Analytix June 2005 - June 2009
CD Group April 2000 - June 2005
CD Group November 1999 - April 2000
JD Edwards October 1992 - November 1999
Deloitte & Touche January 1989 - October 1992
Education
University of North Carolina at Chapel Hill 1984 — 1988
BSBA, Accounting
APEX Analytix July 2009 - Present
APEX Analytix June 2005 - June 2009
CD Group April 2000 - June 2005
CD Group November 1999 - April 2000
JD Edwards October 1992 - November 1999
Deloitte & Touche January 1989 - October 1992
Education
University of North Carolina at Chapel Hill 1984 — 1988
BSBA, Accounting
Chris Rischan's Deloitte & Touche Experience March 2007 - October 2007
Job Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2013 - Present
Thomson Reuters - Tax & Accounting October 2007 - January 2013
Deloitte & Touche March 2007 - October 2007
Jefferson Wells December 2006 - February 2007
Burr Wolff January 2006 - November 2006
Skills
Data Analysis, Statistical Data..., Account Reconciliation, Client Service Oriented, Goal Oriented, Creative Solutions, Microsoft Excel, Vlookup, Pivot Tables, Access, Data Integration, Big 4, Financial Analysis, Accounting, Tax, Valuation, Finance, Internal Controls, Sales Tax, Corporate Tax, Property Tax, Tax Accounting, Analysis, Auditing, Financial Reporting, Management, Client Services, Financial Statements
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Arts (B.A.), Psychology
BDO USA, LLP January 2013 - Present
Thomson Reuters - Tax & Accounting October 2007 - January 2013
Deloitte & Touche March 2007 - October 2007
Jefferson Wells December 2006 - February 2007
Burr Wolff January 2006 - November 2006
Skills
Data Analysis, Statistical Data..., Account Reconciliation, Client Service Oriented, Goal Oriented, Creative Solutions, Microsoft Excel, Vlookup, Pivot Tables, Access, Data Integration, Big 4, Financial Analysis, Accounting, Tax, Valuation, Finance, Internal Controls, Sales Tax, Corporate Tax, Property Tax, Tax Accounting, Analysis, Auditing, Financial Reporting, Management, Client Services, Financial Statements
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Cindy Bolt-Lee's Deloitte & Touche Experience June 1988 — June 1989
Job Professor at The Citadel
Industry Education Management
Experience
The Citadel 1990 — Present
Ernst & Young 1989 — 1991
Deloitte & Touche June 1988 — June 1989
Skills
Income Tax, Accounting, Research, Audit, Tax, Auditing
Education
University of South Carolina - Darla Moore School of Business 1987 — 1988
Tax, Taxation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
BSBA, Accounting
The Citadel 1990 — Present
Ernst & Young 1989 — 1991
Deloitte & Touche June 1988 — June 1989
Skills
Income Tax, Accounting, Research, Audit, Tax, Auditing
Education
University of South Carolina - Darla Moore School of Business 1987 — 1988
Tax, Taxation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
BSBA, Accounting
Rich Santer's Deloitte & Touche Experience 1990 - 1995
Job Vice President at General Reinsurance Corp
Industry Insurance
Experience
General Reinsurance Corp 1996 - Present
Deloitte & Touche 1990 - 1995
Ernst & Young 1986 - 1990
Skills
Professional Liability, Insurance, Commercial Insurance, Claim, Casualty, Litigation Management, Financial Analysis, Financial Risk, Liability, Workers Compensation, Excess, Due Diligence, Legal Liability, Commercial Lines, Marketing, Umbrella Insurance, General Insurance, Brokers, Auditing, Reinsurance, Casualty Insurance
Education
University of New Haven 1997 — 1998
MBA
South West London College 1984 — 1985
Accounting
St Albans Grammar School
General Reinsurance Corp 1996 - Present
Deloitte & Touche 1990 - 1995
Ernst & Young 1986 - 1990
Skills
Professional Liability, Insurance, Commercial Insurance, Claim, Casualty, Litigation Management, Financial Analysis, Financial Risk, Liability, Workers Compensation, Excess, Due Diligence, Legal Liability, Commercial Lines, Marketing, Umbrella Insurance, General Insurance, Brokers, Auditing, Reinsurance, Casualty Insurance
Education
University of New Haven 1997 — 1998
MBA
South West London College 1984 — 1985
Accounting
St Albans Grammar School
Claude Snow's Deloitte & Touche Experience 1988 - 1994
Job Senior VP Optum Consulting at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group June 2014 - Present
CSC October 2010 - June 2014
Firstsource Solutions Limited January 2010 - October 2010
Electronic Data Systems (also EDS, an H-P Company) October 2002 - January 2010
IBM Global Services 1994 - 2002
IBM 1994 - 2002
Deloitte & Touche 1988 - 1994
Wang 1985 - 1988
Skills
Strategy Development, BPO, Health, P&L, Claims, Healthcare IT, Analytics, IT Strategy, Outsourcing, Business Strategy, Health Insurance, Strategic Planning, Compliance, Start-ups, Integration, Vendor Management, Executive Reporting, Program Management, Contract Negotiations, Healthcare, Process Engineering, Contract Negotiation, Business Planning, P&L Management, Change Management, Product Development, Process Improvement, Customer Relations, Sales Management, Performance Improvement, New Business Development, Insurance, Managed Care, Financial Management, Software Development, Requirements Analysis, Product Management, Negotiation, Business Process..., Consultancy, Revenue Cycle, Team Leadership, SaaS, Account Management, Team Management, Operations Management, Government, Management Consulting, Business Transformation, Business Intelligence
Education
University of North Carolina at Chapel Hill 1972 — 1978
BA & MA, Communication and Media Studies
Red Springs NC High School
UnitedHealth Group June 2014 - Present
CSC October 2010 - June 2014
Firstsource Solutions Limited January 2010 - October 2010
Electronic Data Systems (also EDS, an H-P Company) October 2002 - January 2010
IBM Global Services 1994 - 2002
IBM 1994 - 2002
Deloitte & Touche 1988 - 1994
Wang 1985 - 1988
Skills
Strategy Development, BPO, Health, P&L, Claims, Healthcare IT, Analytics, IT Strategy, Outsourcing, Business Strategy, Health Insurance, Strategic Planning, Compliance, Start-ups, Integration, Vendor Management, Executive Reporting, Program Management, Contract Negotiations, Healthcare, Process Engineering, Contract Negotiation, Business Planning, P&L Management, Change Management, Product Development, Process Improvement, Customer Relations, Sales Management, Performance Improvement, New Business Development, Insurance, Managed Care, Financial Management, Software Development, Requirements Analysis, Product Management, Negotiation, Business Process..., Consultancy, Revenue Cycle, Team Leadership, SaaS, Account Management, Team Management, Operations Management, Government, Management Consulting, Business Transformation, Business Intelligence
Education
University of North Carolina at Chapel Hill 1972 — 1978
BA & MA, Communication and Media Studies
Red Springs NC High School
Garrett Yamada, CPA's Deloitte & Touche Experience January 2008 - February 2012
Job Director at KPMG
Industry Financial Services
Experience
KPMG February 2012 - Present
Deloitte & Touche January 2008 - February 2012
KPMG LLP December 2006 - January 2008
BearingPoint August 2005 - November 2006
Freddie Mac August 2004 - August 2005
Sallie Mae July 2001 - August 2004
Education
University of North Carolina at Wilmington
B.S., Accountancy
KPMG February 2012 - Present
Deloitte & Touche January 2008 - February 2012
KPMG LLP December 2006 - January 2008
BearingPoint August 2005 - November 2006
Freddie Mac August 2004 - August 2005
Sallie Mae July 2001 - August 2004
Education
University of North Carolina at Wilmington
B.S., Accountancy
Steve Mombourquette, CPA, CA's Deloitte & Touche Experience 2008 - December 2010
Job .
Industry Accounting
Experience
BDO Canada December 2010 - September 2013
Deloitte & Touche 2008 - December 2010
Scott, Rankin & Gardiner July 2000 - October 2008
Skills
Income Tax, Corporate Tax, Tax, Internal Controls, Tax Accounting, Tax Returns, Tax Preparation, Tax Advisory
Education
CICA 2011 — 2011
Corporate Reorganization Course, Taxation
CICA 2004 — 2007
Indepth Tax Course Parts I, II * III, Taxation
University of New Brunswick 1996 — 2000
BBA, Accounting
BDO Canada December 2010 - September 2013
Deloitte & Touche 2008 - December 2010
Scott, Rankin & Gardiner July 2000 - October 2008
Skills
Income Tax, Corporate Tax, Tax, Internal Controls, Tax Accounting, Tax Returns, Tax Preparation, Tax Advisory
Education
CICA 2011 — 2011
Corporate Reorganization Course, Taxation
CICA 2004 — 2007
Indepth Tax Course Parts I, II * III, Taxation
University of New Brunswick 1996 — 2000
BBA, Accounting
Lisa Maneely Holl's Deloitte & Touche Experience August 1987 - December 1992
Job Sr Product Integration Manager at PayPal
Industry Financial Services
Experience
PayPal October 2010 - Present
PayPal March 2006 - October 2010
THT Designs April 2005 - September 2005
First National Bank of Omaha August 2000 - February 2005
Financial Brokerage May 1998 - August 2000
First Data Resources May 1997 - May 1998
Bland & Associates, PC November 1995 - May 1997
Lengemann & Associates, PC December 1992 - November 1995
Deloitte & Touche August 1987 - December 1992
Skills
Finance, Accounting, E-commerce, Credit Cards, E-payments, Management, Payments, Cross-functional Team..., Financial Modeling, Product Management, Analytics, Electronic Payments, Business Analysis, Mobile Payments, Process Improvement, Vendor Management
Education
University of Nebraska-Lincoln 1983 — 1987
BSBA, Accounting
PayPal October 2010 - Present
PayPal March 2006 - October 2010
THT Designs April 2005 - September 2005
First National Bank of Omaha August 2000 - February 2005
Financial Brokerage May 1998 - August 2000
First Data Resources May 1997 - May 1998
Bland & Associates, PC November 1995 - May 1997
Lengemann & Associates, PC December 1992 - November 1995
Deloitte & Touche August 1987 - December 1992
Skills
Finance, Accounting, E-commerce, Credit Cards, E-payments, Management, Payments, Cross-functional Team..., Financial Modeling, Product Management, Analytics, Electronic Payments, Business Analysis, Mobile Payments, Process Improvement, Vendor Management
Education
University of Nebraska-Lincoln 1983 — 1987
BSBA, Accounting
David Harriss's Deloitte & Touche Experience September 1990 - June 1993
Job Accounting Manager at Premier, Inc.
Industry Accounting
Experience
Premier, Inc. November 2010 - Present
Lance, Inc June 2009 - April 2010
Lance, Inc October 2004 - May 2009
American & Efird, Inc. November 1999 - October 2004
Deloitte & Touche September 1990 - June 1993
Skills
Accounting, Analysis, Auditing, Business Process..., Finance, Financial Reporting, Forecasting, General Ledger, Internal Controls, Leadership, Management, Process Improvement, SAP, Sarbanes-Oxley Act, Variance Analysis
Education
University of North Carolina at Charlotte 1990 — 1990
BS, Accounting
University of North Carolina at Charlotte 1985 — 1989
BA, Business Administration
Premier, Inc. November 2010 - Present
Lance, Inc June 2009 - April 2010
Lance, Inc October 2004 - May 2009
American & Efird, Inc. November 1999 - October 2004
Deloitte & Touche September 1990 - June 1993
Skills
Accounting, Analysis, Auditing, Business Process..., Finance, Financial Reporting, Forecasting, General Ledger, Internal Controls, Leadership, Management, Process Improvement, SAP, Sarbanes-Oxley Act, Variance Analysis
Education
University of North Carolina at Charlotte 1990 — 1990
BS, Accounting
University of North Carolina at Charlotte 1985 — 1989
BA, Business Administration
Joe Tarlton's Deloitte & Touche Experience 1993 - 1996
Job Consultant and President at ATRS Consulting, Inc.
Industry Accounting
Experience
ATRS Consulting, Inc. outside contractor - financeReynolds American Inc2004 - 2007
RAI 2004 - 2007
Deloitte & Touche 1993 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1993
ATRS Consulting, Inc. outside contractor - financeReynolds American Inc2004 - 2007
RAI 2004 - 2007
Deloitte & Touche 1993 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1993
Greg Reid, CPA, CA, CFA's Deloitte & Touche Experience 1994 - 1996
Job Chief Financial Officer at Kraken Sonar Inc
Industry Capital Markets
Experience
Kraken Sonar Inc June 2015 - Present
GasGen Canada Ltd January 2012 - January 2015
Clear Energy Systems Inc January 2014 - July 2014
Wellington West Capital Markets November 2009 - July 2011
Wellington West Capital Markets March 2004 - November 2009
Versant Partners January 2003 - February 2004
Raymond James July 2001 - December 2002
TD Securities May 2000 - June 2001
New Brunswick Investment Management January 1997 - May 2000
Deloitte & Touche 1994 - 1996
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Equities, Accounting, Strategic Planning, Business Strategy, Financial Reporting, Financial Analysis, Business Development, Competitive Analysis, Due Diligence, Budgeting, Business Planning, Forecasting, Cleantech, Portfolio Management, Equity Research, Renewable Energy, Investments
Education
Canadian Institute of Chartered Accountants 1994 — 1996
CA
Institute of Chartered Financial Analysts 1997 — 2000
CFA
University of New Brunswick 1991 — 1994
BBA, Accounting and Finance
Kraken Sonar Inc June 2015 - Present
GasGen Canada Ltd January 2012 - January 2015
Clear Energy Systems Inc January 2014 - July 2014
Wellington West Capital Markets November 2009 - July 2011
Wellington West Capital Markets March 2004 - November 2009
Versant Partners January 2003 - February 2004
Raymond James July 2001 - December 2002
TD Securities May 2000 - June 2001
New Brunswick Investment Management January 1997 - May 2000
Deloitte & Touche 1994 - 1996
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Capital Markets, Equities, Accounting, Strategic Planning, Business Strategy, Financial Reporting, Financial Analysis, Business Development, Competitive Analysis, Due Diligence, Budgeting, Business Planning, Forecasting, Cleantech, Portfolio Management, Equity Research, Renewable Energy, Investments
Education
Canadian Institute of Chartered Accountants 1994 — 1996
CA
Institute of Chartered Financial Analysts 1997 — 2000
CFA
University of New Brunswick 1991 — 1994
BBA, Accounting and Finance
Chad Pittman's Deloitte & Touche Experience 2001 - 2006
Job Vice President Tax at SSA Marine
Industry Transportation/Trucking/Railroad
Experience
SSA Marine December 2006 - Present
Deloitte Tax, LLP September 2001 - December 2006
Deloitte & Touche 2001 - 2006
Deloitte 2001 - 2006
Skills
Tax, Financial Planners, Finance, International Tax, Financial Reporting, Corporate Tax, GAAP, US GAAP
Education
University of Washington School of Law 2000 — 2001
University of Nebraska College of Law 1998 — 2000
JD
University of Washington 1991 — 1995
BA, Accounting and Finance
SSA Marine December 2006 - Present
Deloitte Tax, LLP September 2001 - December 2006
Deloitte & Touche 2001 - 2006
Deloitte 2001 - 2006
Skills
Tax, Financial Planners, Finance, International Tax, Financial Reporting, Corporate Tax, GAAP, US GAAP
Education
University of Washington School of Law 2000 — 2001
University of Nebraska College of Law 1998 — 2000
JD
University of Washington 1991 — 1995
BA, Accounting and Finance
Matthew Hinson, CPA's Deloitte & Touche Experience September 2009 - August 2011
Job Senior Associate at Alvarez & Marsal
Industry Venture Capital & Private Equity
Experience
Alvarez & Marsal April 2013 - Present
Fifth Third Securities August 2011 - April 2013
Deloitte & Touche September 2009 - August 2011
University of North Carolina Wilmington August 2008 - July 2009
Deloitte & Touche January 2008 - March 2008
Skills
Financial Modeling, Capital IQ, Microsoft Excel, Mergers & Acquisitions, Valuation, PowerPoint, Financial Analysis, Due Diligence, Microsoft PowerPoint, Corporate Finance, Bloomberg Terminal, Finance, FINRA, Financial Accounting, Series 79, Auditing, Series 63
Education
University of North Carolina at Wilmington 2008 — 2009
Master of Science in Accountancy, Mergers and Consolidations, Taxation
University of North Carolina at Wilmington 2004 — 2008
BSBA, Accounting
Alvarez & Marsal April 2013 - Present
Fifth Third Securities August 2011 - April 2013
Deloitte & Touche September 2009 - August 2011
University of North Carolina Wilmington August 2008 - July 2009
Deloitte & Touche January 2008 - March 2008
Skills
Financial Modeling, Capital IQ, Microsoft Excel, Mergers & Acquisitions, Valuation, PowerPoint, Financial Analysis, Due Diligence, Microsoft PowerPoint, Corporate Finance, Bloomberg Terminal, Finance, FINRA, Financial Accounting, Series 79, Auditing, Series 63
Education
University of North Carolina at Wilmington 2008 — 2009
Master of Science in Accountancy, Mergers and Consolidations, Taxation
University of North Carolina at Wilmington 2004 — 2008
BSBA, Accounting
Rick Smothers's Deloitte & Touche Experience June 1998 - July 2002
Job Senior Vice President and Chief Accounting Officer
Industry Consumer Goods
Experience
Reynolds American October 2007 - Present
ATRS Consulting January 2005 - October 2007
Self Employed August 2002 - December 2004
Deloitte & Touche June 1998 - July 2002
Delotte & Touche January 1992 - May 1998
Delotte & Touche January 1986 - December 1991
Education
University of North Carolina at Chapel Hill 1981 — 1985
Reynolds American October 2007 - Present
ATRS Consulting January 2005 - October 2007
Self Employed August 2002 - December 2004
Deloitte & Touche June 1998 - July 2002
Delotte & Touche January 1992 - May 1998
Delotte & Touche January 1986 - December 1991
Education
University of North Carolina at Chapel Hill 1981 — 1985
Michael Lucente's Deloitte & Touche Experience 2008 - 2013
Job Transaction Advisory Services at EY
Industry Accounting
Experience
EY 2013 - Present
Deloitte & Touche 2008 - 2013
Goldman Sachs 2007 - 2008
Education
University of North Carolina at Wilmington 2002 — 2003
Master's degree, Accounting
University of North Carolina at Wilmington 1999 — 2002
Bachelor's degree, Management Information Systems, General
EY 2013 - Present
Deloitte & Touche 2008 - 2013
Goldman Sachs 2007 - 2008
Education
University of North Carolina at Wilmington 2002 — 2003
Master's degree, Accounting
University of North Carolina at Wilmington 1999 — 2002
Bachelor's degree, Management Information Systems, General
Jason Patton's Deloitte & Touche Experience September 2006 - September 2008
Job CPA
Industry Financial Services
Experience
Patton Enterprises, LLC January 2009 - Present
Deloitte & Touche LLP September 2008 - January 2009
Deloitte & Touche September 2006 - September 2008
Education
University of Nebraska at Omaha 2001 — 2006
Bachelors of Science, Accounting & Finance
Omaha Skutt High
Patton Enterprises, LLC January 2009 - Present
Deloitte & Touche LLP September 2008 - January 2009
Deloitte & Touche September 2006 - September 2008
Education
University of Nebraska at Omaha 2001 — 2006
Bachelors of Science, Accounting & Finance
Omaha Skutt High
Christine Troshynski's Deloitte & Touche Experience June 2006 - February 2007
Job Product Manager at Hudl
Industry Information Technology and Services
Experience
Hudl March 2014 - Present
Zia Consulting July 2011 - November 2013
Cengage Learning June 2010 - June 2011
Accenture August 2007 - June 2010
Deloitte & Touche June 2006 - February 2007
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science, Computer Science, Business, Math, Art History
Hudl March 2014 - Present
Zia Consulting July 2011 - November 2013
Cengage Learning June 2010 - June 2011
Accenture August 2007 - June 2010
Deloitte & Touche June 2006 - February 2007
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science, Computer Science, Business, Math, Art History
Johnson, Jeremy's Deloitte & Touche Experience 2001 - 2002
Job Managing Director Municipal Financial Products at Citigroup
Industry Financial Services
Experience
Citigroup March 2002 - Present
Deloitte & Touche 2001 - 2002
Financial Accounting Standards Board 2000 - 2001
Skills
Capital Markets, Structuring, Real Estate, Financial Reporting, Customer Experience
Education
University of Nebraska-Lincoln 1999 — 2000
Master of Professional Accountancy
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science (B.S.), Accounting
Citigroup March 2002 - Present
Deloitte & Touche 2001 - 2002
Financial Accounting Standards Board 2000 - 2001
Skills
Capital Markets, Structuring, Real Estate, Financial Reporting, Customer Experience
Education
University of Nebraska-Lincoln 1999 — 2000
Master of Professional Accountancy
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science (B.S.), Accounting
Caroline Carr's Deloitte & Touche Experience 1995 - 2005
Job SENIOR FINANCIAL AND ACCOUNTING PROFESSIONAL
Industry Accounting
Experience
CARR CONSULTING February 2012 - Present
Icagen August 2005 - February 2012
Deloitte & Touche 1995 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1995
BSBA AND MAC, BUSINESS/ACCOUNTING
CARR CONSULTING February 2012 - Present
Icagen August 2005 - February 2012
Deloitte & Touche 1995 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1995
BSBA AND MAC, BUSINESS/ACCOUNTING
Mory Lowe's Deloitte & Touche Experience Senior ManagerDeloitte1999 - Present
Job CPA, CHFP
Industry Accounting
Experience
Deloitte & Touche Senior ManagerDeloitte1999 - Present
Skills
IT Audit, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, CPA, Financial Reporting, US GAAP, Sarbanes-Oxley, External Audit, IFRS, Internal Audit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1999
BSBA, MAC
Deloitte & Touche Senior ManagerDeloitte1999 - Present
Skills
IT Audit, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, CPA, Financial Reporting, US GAAP, Sarbanes-Oxley, External Audit, IFRS, Internal Audit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1999
BSBA, MAC
Lori Zarkowski's Deloitte & Touche Experience January 1999 - June 2007
Job Corporate Controller at Lindsay Corporation
Industry Accounting
Experience
Lindsay Corporation June 2007 - Present
Deloitte & Touche January 1999 - June 2007
Education
University of Nebraska-Lincoln 1993 — 1998
MPA, Accounting
Lindsay Corporation June 2007 - Present
Deloitte & Touche January 1999 - June 2007
Education
University of Nebraska-Lincoln 1993 — 1998
MPA, Accounting
Rich Vierk's Deloitte & Touche Experience January 1976 - May 2005
Job Managing Director at Vierk & Associates LLC
Industry Legal Services
Experience
Vierk & Associates LLC April 2012 - Present
First National Bank of Omaha September 2005 - April 2012
Alegent Health 2007 - 2010
Deloitte & Touche January 1976 - May 2005
Education
University of Nebraska-Lincoln 1973 — 1976
JD, LAW
Dana College 1964 — 1968
BS, Accoounting
Vierk & Associates LLC April 2012 - Present
First National Bank of Omaha September 2005 - April 2012
Alegent Health 2007 - 2010
Deloitte & Touche January 1976 - May 2005
Education
University of Nebraska-Lincoln 1973 — 1976
JD, LAW
Dana College 1964 — 1968
BS, Accoounting
Gary Vilas's Deloitte & Touche Experience 1997 - 2001
Job VP Finance at Atmos Energy
Industry Utilities
Experience
Atmos Energy October 2012 - Present
Atmos Energy December 2001 - September 2012
Deloitte & Touche 1997 - 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, US GAAP, Internal Controls, Financial Modeling, Financial Analysis, SEC filings, Auditing
Education
University of Nevada-Las Vegas 1983 — 1985
BSBA, Accounting
Atmos Energy October 2012 - Present
Atmos Energy December 2001 - September 2012
Deloitte & Touche 1997 - 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, US GAAP, Internal Controls, Financial Modeling, Financial Analysis, SEC filings, Auditing
Education
University of Nevada-Las Vegas 1983 — 1985
BSBA, Accounting
Shelly Marsh's Deloitte & Touche Experience January 2002 - February 2008
Job Tax Director Americas Region
Industry Accounting
Experience
ACI Worldwide March 2008 - Present
Deloitte & Touche January 2002 - February 2008
Skills
CPA, Big 4, Corporate Income Tax, ASC740, FIN48, SOX 404, Tax Controversy, Audit Managment, M&A Analysis, US Tax Laws, LatAm Taxation, Canada Taxation, Transfer Pricing, Strategic Planning, Tax Research, Tax Modeling, Leadership, Project Management, Team Management
Education
University of Nebraska-Lincoln 1997 — 2002
Masters, Accounting, Finance
ACI Worldwide March 2008 - Present
Deloitte & Touche January 2002 - February 2008
Skills
CPA, Big 4, Corporate Income Tax, ASC740, FIN48, SOX 404, Tax Controversy, Audit Managment, M&A Analysis, US Tax Laws, LatAm Taxation, Canada Taxation, Transfer Pricing, Strategic Planning, Tax Research, Tax Modeling, Leadership, Project Management, Team Management
Education
University of Nebraska-Lincoln 1997 — 2002
Masters, Accounting, Finance
Frances McClintock's Deloitte & Touche Experience 2000 - 2003
Job Associate Director Peer Review at AICPA
Industry Accounting
Experience
AICPA August 2008 - Present
PricewaterhouseCoopers September 2003 - August 2007
Deloitte & Touche 2000 - 2003
Skills
US GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls, SEC filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 2001
AICPA August 2008 - Present
PricewaterhouseCoopers September 2003 - August 2007
Deloitte & Touche 2000 - 2003
Skills
US GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls, SEC filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 2001
Wendy Metcalfe's Deloitte & Touche Experience 1993 - 1996
Job Executive Director, Group Accounting and Control at UBS
Industry Investment Banking
Experience
UBS December 2014 - Present
UBS June 2008 - December 2014
UBS May 2006 - June 2008
New Alliance Bank September 2004 - April 2006
GE Capital October 2003 - September 2004
Financial Accounting Standards Board October 2002 - October 2003
People's Bank August 1997 - October 2002
Deloitte & Touche 1993 - 1996
Skills
Financial Reporting, Accounting, Derivatives, Capital Markets, Investment Banking, Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Corporate Finance, Banking
Education
University of New Haven
MBA, Finance, General
UBS December 2014 - Present
UBS June 2008 - December 2014
UBS May 2006 - June 2008
New Alliance Bank September 2004 - April 2006
GE Capital October 2003 - September 2004
Financial Accounting Standards Board October 2002 - October 2003
People's Bank August 1997 - October 2002
Deloitte & Touche 1993 - 1996
Skills
Financial Reporting, Accounting, Derivatives, Capital Markets, Investment Banking, Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Corporate Finance, Banking
Education
University of New Haven
MBA, Finance, General
Shannon Hildebrand's Deloitte & Touche Experience May 2000 - January 2001
Job Sr Manager, Production Billing at IPG
Industry Accounting
Experience
IPG October 2012 - Present
Interpublic Group February 2009 - October 2012
Interpublic Group July 2002 - February 2009
Great Western Bank March 2001 - June 2002
Deloitte & Touche May 2000 - January 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Process Improvement, Variance Analysis, General Ledger, Sarbanes-Oxley Act, Change Management, Hyperion Enterprise, Internal Controls, Strategic Planning, Business Analysis, Accounts Payable, Revenue Recognition, Analysis, Consolidation, Financial Accounting, Managerial Finance
Education
University of Nebraska at Omaha 2001 — 2002
Bachelors, Accounting
University of Nebraska-Lincoln 1995 — 2000
Bachelors, Finance
IPG October 2012 - Present
Interpublic Group February 2009 - October 2012
Interpublic Group July 2002 - February 2009
Great Western Bank March 2001 - June 2002
Deloitte & Touche May 2000 - January 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Process Improvement, Variance Analysis, General Ledger, Sarbanes-Oxley Act, Change Management, Hyperion Enterprise, Internal Controls, Strategic Planning, Business Analysis, Accounts Payable, Revenue Recognition, Analysis, Consolidation, Financial Accounting, Managerial Finance
Education
University of Nebraska at Omaha 2001 — 2002
Bachelors, Accounting
University of Nebraska-Lincoln 1995 — 2000
Bachelors, Finance
Clare Galloway's Deloitte & Touche Experience March 1999 - April 2008
Job Consultant at Wordcorp Communications Inc.
Industry Writing and Editing
Experience
Wordcorp Communications Inc. 2008 - Present
Deloitte & Touche March 1999 - April 2008
Simplified Communications Group Inc. 1998 - 1999
KPMG 1986 - 1992
Education
University of New Brunswick
BA, English Literature
Wordcorp Communications Inc. 2008 - Present
Deloitte & Touche March 1999 - April 2008
Simplified Communications Group Inc. 1998 - 1999
KPMG 1986 - 1992
Education
University of New Brunswick
BA, English Literature
Carissa Hawn's Deloitte & Touche Experience January 2001 - March 2006
Job Student at College of Staten Island
Industry Accounting
Experience
Deloitte & Touche January 2001 - March 2006
Education
University of North Carolina at Wilmington 1999 — 2000
Deloitte & Touche January 2001 - March 2006
Education
University of North Carolina at Wilmington 1999 — 2000
Will Piner's Deloitte & Touche Experience August 2005 - October 2006
Job Controller at L&L Management, Inc.
Industry Accounting
Experience
L&L Management, Inc. July 2015 - Present
Peter Bell, PLLC August 2009 - June 2015
Elliott Davis December 2006 - May 2009
Deloitte & Touche August 2005 - October 2006
LarsonAllen September 2001 - August 2005
Skills
Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC, Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business Administration
L&L Management, Inc. July 2015 - Present
Peter Bell, PLLC August 2009 - June 2015
Elliott Davis December 2006 - May 2009
Deloitte & Touche August 2005 - October 2006
LarsonAllen September 2001 - August 2005
Skills
Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MAC, Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business Administration
Rex Query's Deloitte & Touche Experience June 1988 - September 1990
Job Vice President/General Manager at Nucor Steel South Carolina
Industry Mining & Metals
Experience
Nucor Steel South Carolina July 2010 - Present
Nucor Europe July 2008 - December 2010
Nucor Steel Decatur July 2003 - July 2008
Nucor Steel Auburn March 2001 - July 2003
Nucor Corporation November 1999 - April 2001
Nucor Corporation September 1990 - November 1999
Deloitte & Touche June 1988 - September 1990
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1988
BS, Accounting
Nucor Steel South Carolina July 2010 - Present
Nucor Europe July 2008 - December 2010
Nucor Steel Decatur July 2003 - July 2008
Nucor Steel Auburn March 2001 - July 2003
Nucor Corporation November 1999 - April 2001
Nucor Corporation September 1990 - November 1999
Deloitte & Touche June 1988 - September 1990
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1988
BS, Accounting
Jason Roth's Deloitte & Touche Experience August 1998 - June 2002
Job Partner at The Mosquito Authority
Industry Accounting
Experience
The Mosquito Authority July 2011 - Present
ATM USA, LLC July 2005 - Present
U.S. Armored, LLC July 2002 - June 2005
Deloitte & Touche August 1998 - June 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Mergers, Banking, Business Strategy, Process Improvement, Due Diligence, Cash Management, Strategic Planning, Risk Management, Financial Modeling, Corporate Finance, Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
Masters of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
BSBA, Business
Apex High 1989 — 1993
High School Diploma
The Mosquito Authority July 2011 - Present
ATM USA, LLC July 2005 - Present
U.S. Armored, LLC July 2002 - June 2005
Deloitte & Touche August 1998 - June 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Mergers, Banking, Business Strategy, Process Improvement, Due Diligence, Cash Management, Strategic Planning, Risk Management, Financial Modeling, Corporate Finance, Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
Masters of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
BSBA, Business
Apex High 1989 — 1993
High School Diploma
Jessica Helderman's Deloitte & Touche Experience 2002 - 2004
Job Vice President US Tax at Las Vegas Sands Corp
Industry Accounting
Experience
Las Vegas Sands Corp October 2004 - Present
Deloitte & Touche 2002 - 2004
Arthur Andersen LLP 1999 - 2002
Skills
Tax, Financial Statements, Analysis, Sarbanes-Oxley Act, SEC filings, Internal Controls, Accounting, Financial Reporting, Auditing, Tax Accounting, International Tax, US GAAP, Financial Analysis, GAAP, Due Diligence, CPA
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1999
BSBA, MAC
Las Vegas Sands Corp October 2004 - Present
Deloitte & Touche 2002 - 2004
Arthur Andersen LLP 1999 - 2002
Skills
Tax, Financial Statements, Analysis, Sarbanes-Oxley Act, SEC filings, Internal Controls, Accounting, Financial Reporting, Auditing, Tax Accounting, International Tax, US GAAP, Financial Analysis, GAAP, Due Diligence, CPA
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1999
BSBA, MAC
Liz Wolfson's Deloitte & Touche Experience 1992 - 1995
Job Controller at Seacrest Village Retirement Communities
Industry Nonprofit Organization Management
Experience
Seacrest Village Retirement Communities May 2009 - Present
LSU Alumni of San Diego, Inc. 2014 - 2015
LSU Alumni of San Diego, Inc. 2014 - 2015
United Jewish Federation of San Diego County March 2005 - May 2009
United Jewish Federation 2005 - 2009
Magnolia School 2000 - 2005
Postlethwaite & Netterville 1999 - 1999
KPMG 1993 - 1999
Deloitte & Touche 1992 - 1995
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, CPA, Nonprofits, Community Outreach, Financial Analysis, Fundraising, Budgets, Grants, SEC filings, Sarbanes-Oxley Act, GAAP, Financial Accounting, Managerial Finance, QuickBooks, SEC Filings
Education
University of New Orleans 1988 — 1991
BS, Accounting
Seacrest Village Retirement Communities May 2009 - Present
LSU Alumni of San Diego, Inc. 2014 - 2015
LSU Alumni of San Diego, Inc. 2014 - 2015
United Jewish Federation of San Diego County March 2005 - May 2009
United Jewish Federation 2005 - 2009
Magnolia School 2000 - 2005
Postlethwaite & Netterville 1999 - 1999
KPMG 1993 - 1999
Deloitte & Touche 1992 - 1995
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, CPA, Nonprofits, Community Outreach, Financial Analysis, Fundraising, Budgets, Grants, SEC filings, Sarbanes-Oxley Act, GAAP, Financial Accounting, Managerial Finance, QuickBooks, SEC Filings
Education
University of New Orleans 1988 — 1991
BS, Accounting
JR Ventura, CPA's Deloitte & Touche Experience September 2008 - December 2009
Job Chief Financial and Operating Officer at Employers HR
Industry Human Resources
Experience
Advanced Business Solutions (formerly Employers HR) May 2012 - Present
Employers Financial, LLC May 2012 - Present
MRP Industries, LLC May 2011 - Present
Performance Investments, LLC (Ready Mix, Land Holdings, & Truck Leasing) April 2011 - Present
Zyzac Commerce Solutions, Inc. April 2010 - April 2011
Ivy Capital, Inc. April 2010 - April 2011
Deloitte & Touche September 2008 - December 2009
Enterprise Rent-A-Car 2004 - 2006
Ernst & Young 1996 - 2000
Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, CPA, Financial Analysis, Tax, QuickBooks, US GAAP, General Ledger, Payroll, Business Process..., Risk Management, Strategic Financial..., Budgets, Internal Audit
Education
University of Nevada-Las Vegas 2005 — 2008
MS, Accounting
University of Southern California 1992 — 1996
BS, Information Systems, Operations Management; Finance
Advanced Business Solutions (formerly Employers HR) May 2012 - Present
Employers Financial, LLC May 2012 - Present
MRP Industries, LLC May 2011 - Present
Performance Investments, LLC (Ready Mix, Land Holdings, & Truck Leasing) April 2011 - Present
Zyzac Commerce Solutions, Inc. April 2010 - April 2011
Ivy Capital, Inc. April 2010 - April 2011
Deloitte & Touche September 2008 - December 2009
Enterprise Rent-A-Car 2004 - 2006
Ernst & Young 1996 - 2000
Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, CPA, Financial Analysis, Tax, QuickBooks, US GAAP, General Ledger, Payroll, Business Process..., Risk Management, Strategic Financial..., Budgets, Internal Audit
Education
University of Nevada-Las Vegas 2005 — 2008
MS, Accounting
University of Southern California 1992 — 1996
BS, Information Systems, Operations Management; Finance
Geoffrey Norris, CPA's Deloitte & Touche Experience 1990 - 1995
Job AVP US Expense Management at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services January 2013 - Present
John Hancock Financial Services 2003 - 2013
Blue Cross Blue Shield of Massachusetts 1997 - 2002
Cigna/Healthsource 1995 - 1997
Deloitte & Touche 1990 - 1995
Skills
Finance, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Financial Modeling, Internal Controls, US GAAP, Risk Management, GAAP, Financial Services, Sarbanes-Oxley Act, Insurance, SEC filings, IFRS, Corporate Finance, Auditing, Process Improvement
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1986 — 1990
BS, Business Administration
John Hancock Financial Services January 2013 - Present
John Hancock Financial Services 2003 - 2013
Blue Cross Blue Shield of Massachusetts 1997 - 2002
Cigna/Healthsource 1995 - 1997
Deloitte & Touche 1990 - 1995
Skills
Finance, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Financial Modeling, Internal Controls, US GAAP, Risk Management, GAAP, Financial Services, Sarbanes-Oxley Act, Insurance, SEC filings, IFRS, Corporate Finance, Auditing, Process Improvement
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1986 — 1990
BS, Business Administration
Jess Kroenke's Deloitte & Touche Experience August 2010 - June 2011
Job IT Risk Governance Consultant at TD Ameritrade
Industry Accounting
Experience
TD Ameritrade May 2014 - Present
T.D. Ameritrade June 2011 - Present
Deloitte & Touche August 2010 - June 2011
Deloitte&Touche LLP September 2007 - September 2010
Skills
Unix, Linux, Oracle Applications, Windows Server, Microsoft SQL Server, AS400 system, Mainframe, Records Management, Enterprise Risk..., Disaster Recovery, Business Continuity..., Credit Risk, Credit Analysis, SSAE 16, SOX Compliancy, CISA, IT Audit, SAS70, Governance, COBIT, Sarbanes-Oxley Act, Internal Controls
Education
Creighton University 2012 — 2015
MBA, Finance
University of Nebraska-Lincoln 1998 — 2012
Bachelor's degree, Finance
University of Nebraska at Omaha 2007 — 2010
Non-Degree, Accounting
TD Ameritrade May 2014 - Present
T.D. Ameritrade June 2011 - Present
Deloitte & Touche August 2010 - June 2011
Deloitte&Touche LLP September 2007 - September 2010
Skills
Unix, Linux, Oracle Applications, Windows Server, Microsoft SQL Server, AS400 system, Mainframe, Records Management, Enterprise Risk..., Disaster Recovery, Business Continuity..., Credit Risk, Credit Analysis, SSAE 16, SOX Compliancy, CISA, IT Audit, SAS70, Governance, COBIT, Sarbanes-Oxley Act, Internal Controls
Education
Creighton University 2012 — 2015
MBA, Finance
University of Nebraska-Lincoln 1998 — 2012
Bachelor's degree, Finance
University of Nebraska at Omaha 2007 — 2010
Non-Degree, Accounting
Brandon Heath Mercer's Deloitte & Touche Experience August 1999 - May 2000
Job CPA and Real Estate Broker
Industry Accounting
Experience
AICPA March 2007 - Present
Massey Real Estate February 2013 - Present
Cynmar Designs December 2004 - February 2007
Thomas, Knight, Trent, King & Company September 2001 - December 2004
Deloitte & Touche August 1999 - May 2000
Earney and Company, L.L.P. August 1997 - August 1999
Skills
Accounting, Professional Ethics, Independence, Relocation, Relocation Buyers, Buyer Representation, First Time Home Buyers, Rental Homes, Relocation Renters, Seller Representation, First Time Home Sellers, Buying a Home, Selling a Home
Education
University of North Carolina at Wilmington 1995 — 1999
MS Accountancy, Accounting
AICPA March 2007 - Present
Massey Real Estate February 2013 - Present
Cynmar Designs December 2004 - February 2007
Thomas, Knight, Trent, King & Company September 2001 - December 2004
Deloitte & Touche August 1999 - May 2000
Earney and Company, L.L.P. August 1997 - August 1999
Skills
Accounting, Professional Ethics, Independence, Relocation, Relocation Buyers, Buyer Representation, First Time Home Buyers, Rental Homes, Relocation Renters, Seller Representation, First Time Home Sellers, Buying a Home, Selling a Home
Education
University of North Carolina at Wilmington 1995 — 1999
MS Accountancy, Accounting
Sparky Cullen's Deloitte & Touche Experience 1991 - 1994
Job CFO/VP of Finance at 3C Packaging, Inc.
Industry Accounting
Experience
3C Packaging, Inc. February 2010 - Present
Cullen Enterprises, LLC July 2008 - Present
Windjam Development Group July 2008 - Present
Vmeals.com 2002 - 2009
PCM Construction Services, LLC July 2002 - July 2008
Kenan Enterprises, LLC 1997 - 2001
Holmes Oil Company, Inc. (Formerly Kenan Oil Company, Inc.) 1994 - 1999
Deloitte & Touche 1991 - 1994
Skills
Mergers, Budgets, Financial Analysis, Strategic Planning, Business Development, Contract Negotiation, Residential Homes, Real Estate Development, Construction, Mergers & Acquisitions, Real Estate, Management Consulting, Project Entitlements, Investments, Residential Land..., Finance, Leadership, Manufacturing, Process Improvement, Management, Marketing, Restructuring, New Business Development, Venture Capital, Due Diligence, Sales, Start-ups, Commercial Real Estate, Real Estate Transactions, Small Business, Executive Management, Cash Management, Business Planning
Education
University of North Carolina at Chapel Hill 1986 — 1991
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1991
Master, Accounting
3C Packaging, Inc. February 2010 - Present
Cullen Enterprises, LLC July 2008 - Present
Windjam Development Group July 2008 - Present
Vmeals.com 2002 - 2009
PCM Construction Services, LLC July 2002 - July 2008
Kenan Enterprises, LLC 1997 - 2001
Holmes Oil Company, Inc. (Formerly Kenan Oil Company, Inc.) 1994 - 1999
Deloitte & Touche 1991 - 1994
Skills
Mergers, Budgets, Financial Analysis, Strategic Planning, Business Development, Contract Negotiation, Residential Homes, Real Estate Development, Construction, Mergers & Acquisitions, Real Estate, Management Consulting, Project Entitlements, Investments, Residential Land..., Finance, Leadership, Manufacturing, Process Improvement, Management, Marketing, Restructuring, New Business Development, Venture Capital, Due Diligence, Sales, Start-ups, Commercial Real Estate, Real Estate Transactions, Small Business, Executive Management, Cash Management, Business Planning
Education
University of North Carolina at Chapel Hill 1986 — 1991
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1991
Master, Accounting
Rachel Meiergerd's Deloitte & Touche Experience September 2007 - Present
Job Tax Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte & Touche September 2007 - Present
Skills
Tax Advisory, Tax, International Tax, Corporate Tax
Education
University of Nebraska-Lincoln 2003 — 2007
Master of Professional Accountancy, Accounting
Deloitte & Touche September 2007 - Present
Skills
Tax Advisory, Tax, International Tax, Corporate Tax
Education
University of Nebraska-Lincoln 2003 — 2007
Master of Professional Accountancy, Accounting
Ryan Braasch's Deloitte & Touche Experience July 2003 - November 2007
Job Vice President of Finance at TSL
Industry Transportation/Trucking/Railroad
Experience
Transportation Specialists May 2015 - Present
Gordmans May 2011 - April 2015
Mutual of Omaha November 2007 - May 2011
Deloitte & Touche July 2003 - November 2007
Ernst & Young October 2001 - July 2003
Education
University of Nebraska-Lincoln 1996 — 2001
MPA/BSBA, Accounting
Transportation Specialists May 2015 - Present
Gordmans May 2011 - April 2015
Mutual of Omaha November 2007 - May 2011
Deloitte & Touche July 2003 - November 2007
Ernst & Young October 2001 - July 2003
Education
University of Nebraska-Lincoln 1996 — 2001
MPA/BSBA, Accounting
Nikki Lovely, CPA's Deloitte & Touche Experience 1996 - 2008
Job CFO of High Definition, Inc.
Industry Mental Health Care
Experience
High Definition, Inc. April 2013 - Present
Station Casinos May 2012 - November 2012
Harrah's Entertainment January 2009 - May 2012
Deloitte & Touche 1996 - 2008
Clark County Nevada 1994 - 1996
Skills
Accounting, Budgets, Cash Flow, Finance, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
University of Nevada-Las Vegas
BS, Accounting
High Definition, Inc. April 2013 - Present
Station Casinos May 2012 - November 2012
Harrah's Entertainment January 2009 - May 2012
Deloitte & Touche 1996 - 2008
Clark County Nevada 1994 - 1996
Skills
Accounting, Budgets, Cash Flow, Finance, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
University of Nevada-Las Vegas
BS, Accounting
Heather Hopkins's Deloitte & Touche Experience 1992 - 1996
Job Chief Financial Officer at Pretium Partners, LLC (fka Fundamental REO, LLC)
Industry Real Estate
Experience
Pretium Partners, LLC June 2012 - Present
The Winter Organization April 2007 - June 2012
Thor Equities, LLC November 2004 - April 2007
Soros Fund Management 2003 - 2004
Goldman Sachs 2000 - 2002
Goldman Sachs International 1998 - 2000
Deloitte & Touche 1992 - 1996
Skills
Due Diligence, Real Estate, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
BS and MS, Business and Accounting
Pretium Partners, LLC June 2012 - Present
The Winter Organization April 2007 - June 2012
Thor Equities, LLC November 2004 - April 2007
Soros Fund Management 2003 - 2004
Goldman Sachs 2000 - 2002
Goldman Sachs International 1998 - 2000
Deloitte & Touche 1992 - 1996
Skills
Due Diligence, Real Estate, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
BS and MS, Business and Accounting
Jill Hoppa's Deloitte & Touche Experience June 1999 - January 2007
Job at
Industry Accounting
Experience
The Bonadio Group September 2012 - Present
Deloitte February 2007 - August 2012
Deloitte & Touche June 1999 - January 2007
Bank of America December 1993 - June 1999
Skills
Administrative..., Event Planning, Outlook
Education
University of North Carolina at Charlotte 1985 — 1989
BA
East Forsyth 1983 — 1985
The Bonadio Group September 2012 - Present
Deloitte February 2007 - August 2012
Deloitte & Touche June 1999 - January 2007
Bank of America December 1993 - June 1999
Skills
Administrative..., Event Planning, Outlook
Education
University of North Carolina at Charlotte 1985 — 1989
BA
East Forsyth 1983 — 1985
Missy Herbert's Deloitte & Touche Experience 2004 - 2007
Job Audit Partner at Babush, Neiman, Kornman & Johnson, LLP
Industry Accounting
Experience
Babush, Neiman, Kornman & Johnson, LLP 2008 - Present
Deloitte & Touche 2004 - 2007
EY 2002 - 2004
Arthur Andersen . 2000 - 2003
Skills
Auditing, CPA, Accounting, Employee Benefits, Training, ERISA, GAAP, SEC filings, US GAAP, Internal Controls, Financial Reporting, External Audit
Education
University of New Orleans 1991 — 1995
BA - accounting, Accounting
Babush, Neiman, Kornman & Johnson, LLP 2008 - Present
Deloitte & Touche 2004 - 2007
EY 2002 - 2004
Arthur Andersen . 2000 - 2003
Skills
Auditing, CPA, Accounting, Employee Benefits, Training, ERISA, GAAP, SEC filings, US GAAP, Internal Controls, Financial Reporting, External Audit
Education
University of New Orleans 1991 — 1995
BA - accounting, Accounting
Nanxing (Nancy) Xue, CPA's Deloitte & Touche Experience January 2010 - April 2010
Job Senior Internal Auditor at Westfield
Industry Accounting
Experience
Westfield October 2013 - Present
McGladrey 2011 - October 2013
University of Southern California August 2010 - May 2011
Deloitte & Touche January 2010 - April 2010
University of Nebraska-Lincoln September 2008 - April 2010
Student Enterprise Inc. November 2008 - December 2009
Student in Free Enterprise April 2009 - November 2009
Lincoln Lancaster Health Department April 2008 - July 2009
University of Nebraska-Lincoln September 2008 - December 2008
University of Nebraska-Lincoln January 2008 - September 2008
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Internal Audit, Financial Analysis, Financial Accounting, Accounts Payable, CPA, Audit, Mandarin, US GAAP, Financial Audits, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Cantonese, IDEA data analysis..., Real Estate
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master of Accounting, Accounting
University of Nebraska-Lincoln 2007 — 2010
BS, Accounting
Westfield October 2013 - Present
McGladrey 2011 - October 2013
University of Southern California August 2010 - May 2011
Deloitte & Touche January 2010 - April 2010
University of Nebraska-Lincoln September 2008 - April 2010
Student Enterprise Inc. November 2008 - December 2009
Student in Free Enterprise April 2009 - November 2009
Lincoln Lancaster Health Department April 2008 - July 2009
University of Nebraska-Lincoln September 2008 - December 2008
University of Nebraska-Lincoln January 2008 - September 2008
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Internal Audit, Financial Analysis, Financial Accounting, Accounts Payable, CPA, Audit, Mandarin, US GAAP, Financial Audits, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Cantonese, IDEA data analysis..., Real Estate
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master of Accounting, Accounting
University of Nebraska-Lincoln 2007 — 2010
BS, Accounting
Paul Alfa's Deloitte & Touche Experience 2002 - 2009
Job Director of Accounting at Station Casinos
Industry Gambling & Casinos
Experience
Station Casinos April 2011 - Present
Caesars Entertainment Corporation October 2009 - April 2011
Deloitte & Touche 2002 - 2009
Mandalay Resort Group 1999 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Budgets, Sarbanes-Oxley, Auditing, Corporate Finance, Accounting, GAAP, Financial Reporting, SEC filings, Accounts Receivable, General Ledger, Internal Audit, US GAAP, Financial Statements, Forecasting, CPA, Revenue Recognition, Financial Analysis
Education
University of Nevada Las Vegas Lee Business School 1996 — 2001
Accounting, Accounting and Finance
University of Nevada-Las Vegas 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
Station Casinos April 2011 - Present
Caesars Entertainment Corporation October 2009 - April 2011
Deloitte & Touche 2002 - 2009
Mandalay Resort Group 1999 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Budgets, Sarbanes-Oxley, Auditing, Corporate Finance, Accounting, GAAP, Financial Reporting, SEC filings, Accounts Receivable, General Ledger, Internal Audit, US GAAP, Financial Statements, Forecasting, CPA, Revenue Recognition, Financial Analysis
Education
University of Nevada Las Vegas Lee Business School 1996 — 2001
Accounting, Accounting and Finance
University of Nevada-Las Vegas 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
Christine Chatham's Deloitte & Touche Experience 2002 - 2005
Job Associate Vice President at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group 2008 - Present
Alvarez and Marsal 2005 - 2008
Deloitte & Touche 2002 - 2005
Skills
Tax, Private Equity, Due Diligence
Education
UNC Chapel Hill
The Carlyle Group 2008 - Present
Alvarez and Marsal 2005 - 2008
Deloitte & Touche 2002 - 2005
Skills
Tax, Private Equity, Due Diligence
Education
UNC Chapel Hill
Shirley Spieker's Deloitte & Touche Experience June 1985 - June 1988
Job SVP Finance at First Data Financial Services
Industry Financial Services
Experience
First Data Financial Services June 2007 - Present
First National Bank of Omaha July 2005 - June 2007
First Data June 1988 - July 2005
Deloitte & Touche June 1985 - June 1988
Education
University of Nebraska at Omaha 1989 — 1992
MBA
Wayne State College 1981 — 1985
BSBA
First Data Financial Services June 2007 - Present
First National Bank of Omaha July 2005 - June 2007
First Data June 1988 - July 2005
Deloitte & Touche June 1985 - June 1988
Education
University of Nebraska at Omaha 1989 — 1992
MBA
Wayne State College 1981 — 1985
BSBA
Jesse Ferguson's Deloitte & Touche Experience September 2007 - October 2011
Job Executive VP Finance and Chief Financial Officer
Industry Sporting Goods
Experience
Graf Canada Ltd. November 2012 - Present
Paramount Resources November 2010 - November 2011
Deloitte & Touche September 2007 - October 2011
Deloitte Consulting September 2007 - October 2011
Skills
Financial Accounting, Financial Reporting, IFRS, Internal Controls
Education
University of New Brunswick 2002 — 2007
Bachelor of Business Administration, Accounting with minor in HR
Graf Canada Ltd. November 2012 - Present
Paramount Resources November 2010 - November 2011
Deloitte & Touche September 2007 - October 2011
Deloitte Consulting September 2007 - October 2011
Skills
Financial Accounting, Financial Reporting, IFRS, Internal Controls
Education
University of New Brunswick 2002 — 2007
Bachelor of Business Administration, Accounting with minor in HR
Irina Basarabeanu's Deloitte & Touche Experience January 2010 - March 2010
Job External Reporting Group at Sensata Technologies
Industry Accounting
Experience
Sensata Technologies August 2014 - Present
Deloitte&Touche LLP October 2011 - August 2014
Deloitte & Touche January 2010 - March 2010
Ministry of Finance of Republic of Moldova May 2007 - June 2007
Mobiasbanca Bank November 2006 - December 2006
Skills
Accounting, Financial Accounting, Cost Accounting, Financial Statements, Managerial Finance, Financial Planners, Finance, Microsoft Office, Investments, Teamwork, Management, Information Systems, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Tax, Sarbanes-Oxley Act, GAAP, Microsoft Excel, QuickBooks, US GAAP
Education
University of North Carolina at Charlotte 2010 — 2011
Master, Accounting
University of North Carolina at Charlotte 2008 — 2010
MACC, Accounting
Academy of Economic Studies Chisinau
Finance
Sensata Technologies August 2014 - Present
Deloitte&Touche LLP October 2011 - August 2014
Deloitte & Touche January 2010 - March 2010
Ministry of Finance of Republic of Moldova May 2007 - June 2007
Mobiasbanca Bank November 2006 - December 2006
Skills
Accounting, Financial Accounting, Cost Accounting, Financial Statements, Managerial Finance, Financial Planners, Finance, Microsoft Office, Investments, Teamwork, Management, Information Systems, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Tax, Sarbanes-Oxley Act, GAAP, Microsoft Excel, QuickBooks, US GAAP
Education
University of North Carolina at Charlotte 2010 — 2011
Master, Accounting
University of North Carolina at Charlotte 2008 — 2010
MACC, Accounting
Academy of Economic Studies Chisinau
Finance
Jonathan Hogan's Deloitte & Touche Experience January 2003 - August 2008
Job Chief Financial Officer at GW Global Insurance, LLC
Industry Financial Services
Experience
GW Global Insurance, LLC April 2013 - Present
KPMG Advisory February 2012 - March 2013
Pan-American Life Insurance Company August 2008 - March 2012
Deloitte & Touche January 2003 - August 2008
Deloitte 2007 - 2008
American Express Financial Advisors 2001 - 2001
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Due Diligence, Mergers, Auditing, Financial Modeling, Risk Management, CPA, Mergers & Acquisitions, Business Analysis, Insurance, Business Process, Financial Services, Strategic Financial...
Education
University of New Orleans 1998 — 2002
Bachelor of Science (BS), Accounting
Bishop Maginn High School
GW Global Insurance, LLC April 2013 - Present
KPMG Advisory February 2012 - March 2013
Pan-American Life Insurance Company August 2008 - March 2012
Deloitte & Touche January 2003 - August 2008
Deloitte 2007 - 2008
American Express Financial Advisors 2001 - 2001
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Due Diligence, Mergers, Auditing, Financial Modeling, Risk Management, CPA, Mergers & Acquisitions, Business Analysis, Insurance, Business Process, Financial Services, Strategic Financial...
Education
University of New Orleans 1998 — 2002
Bachelor of Science (BS), Accounting
Bishop Maginn High School
Eric Madara's Deloitte & Touche Experience 2005 - 2005
Job Associate at Wells Fargo Securities, LLC
Industry Banking
Experience
Wells Fargo Securities April 2013 - Present
Wells Fargo May 2010 - April 2013
Cherry, Bekaert & Holland June 2008 - May 2010
Dixon Hughes PLLC 2006 - 2008
Deloitte & Touche 2005 - 2005
Skills
Fixed Income, Finance, Portfolio Management, Banking, Series 65, Series 63, Series 7, CPA, Sarbanes-Oxley Act
Education
University of North Carolina at Wilmington 2005 — 2006
Masters Of Science in Accountancy, Accountancy
Wells Fargo Securities April 2013 - Present
Wells Fargo May 2010 - April 2013
Cherry, Bekaert & Holland June 2008 - May 2010
Dixon Hughes PLLC 2006 - 2008
Deloitte & Touche 2005 - 2005
Skills
Fixed Income, Finance, Portfolio Management, Banking, Series 65, Series 63, Series 7, CPA, Sarbanes-Oxley Act
Education
University of North Carolina at Wilmington 2005 — 2006
Masters Of Science in Accountancy, Accountancy
Neil Neveu's Deloitte & Touche Experience March 2004 - August 2012
Job Director at Deloitte & Touche, M&A Transaction Services
Industry Management Consulting
Experience
Deloitte September 2012 - Present
Deloitte & Touche March 2004 - August 2012
KPMG September 2002 - March 2004
Arthur Andersen LLP September 1998 - June 2002
Skills
Due Diligence, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Revenue Recognition, Auditing, Financial Analysis, Accounting, GAAP, Mergers, Financial Accounting, Financial Modeling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
BS in Business Administration, Accounting
Deloitte September 2012 - Present
Deloitte & Touche March 2004 - August 2012
KPMG September 2002 - March 2004
Arthur Andersen LLP September 1998 - June 2002
Skills
Due Diligence, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Revenue Recognition, Auditing, Financial Analysis, Accounting, GAAP, Mergers, Financial Accounting, Financial Modeling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
BS in Business Administration, Accounting
Julia McCormack, CPA's Deloitte & Touche Experience August 2004 - November 2007
Job Manager of Financial Reporting & Analysis
Industry Leisure, Travel & Tourism
Experience
Vogue International May 2014 - Present
Tui Travel PLC March 2011 - January 2014
Bloomin' Brands, Inc. November 2007 - March 2011
Deloitte & Touche August 2004 - November 2007
Skills
Financial Analysis, US GAAP, Budgets, Managerial Finance, External Audit, Sarbanes-Oxley, Strategic Financial..., Cognos, Essbase, Business Process..., Forecasting
Education
University of North Carolina at Charlotte - Belk College of Business
Masters, Accountancy
Vogue International May 2014 - Present
Tui Travel PLC March 2011 - January 2014
Bloomin' Brands, Inc. November 2007 - March 2011
Deloitte & Touche August 2004 - November 2007
Skills
Financial Analysis, US GAAP, Budgets, Managerial Finance, External Audit, Sarbanes-Oxley, Strategic Financial..., Cognos, Essbase, Business Process..., Forecasting
Education
University of North Carolina at Charlotte - Belk College of Business
Masters, Accountancy
Carrie E. Willis's Deloitte & Touche Experience 1999 - 2001
Job Control Risk Manager
Industry Financial Services
Experience
Allstate Insurance Company 2010 - 2013
Merrill Lynch 2001 - 2009
Deloitte & Touche 1999 - 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Access, Finance, Financial Accounting, Financial Risk, Insurance, Business Analysis, Risk Management, Business Process...
Education
University of North Florida 1997 — 1999
Master of Business Administration
University of North Florida 1993 — 1997
Bachelor of Business Administration, Accounting
Allstate Insurance Company 2010 - 2013
Merrill Lynch 2001 - 2009
Deloitte & Touche 1999 - 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Access, Finance, Financial Accounting, Financial Risk, Insurance, Business Analysis, Risk Management, Business Process...
Education
University of North Florida 1997 — 1999
Master of Business Administration
University of North Florida 1993 — 1997
Bachelor of Business Administration, Accounting
Lori Colvin's Deloitte & Touche Experience January 1990 - April 1991
Job Director/Accounting, Southwest Gas Corporation
Industry Utilities
Experience
Southwest Gas Corporation August 1999 - Present
Nevada Power Company (Now NV Energy) April 1994 - August 1999
Constance M. Lentz, CPA, Ltd. 1991 - 1994
Deloitte & Touche January 1990 - April 1991
Skills
CPA, Internal Controls, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, Analysis
Education
University of Nevada-Las Vegas 1985 — 1989
Bachelor of Science in Business Administration, Accounting
Chaparral High School, Las Vegas, NV 1982 — 1985
High School Diploma
Southwest Gas Corporation August 1999 - Present
Nevada Power Company (Now NV Energy) April 1994 - August 1999
Constance M. Lentz, CPA, Ltd. 1991 - 1994
Deloitte & Touche January 1990 - April 1991
Skills
CPA, Internal Controls, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, Analysis
Education
University of Nevada-Las Vegas 1985 — 1989
Bachelor of Science in Business Administration, Accounting
Chaparral High School, Las Vegas, NV 1982 — 1985
High School Diploma
Jada Watkins Miller, CPA's Deloitte & Touche Experience September 2004 - August 2007
Job Vice President Operations and Finance at WEDGE Capital Management L.L.P.
Industry Accounting
Experience
WEDGE Capital Management L.L.P. August 2014 - Present
Ernst & Young July 2010 - August 2014
FTI Consulting August 2007 - March 2010
Deloitte & Touche September 2004 - August 2007
Skills
Auditing, Transaction Support, Restructuring, Due Diligence, Transaction Advisory...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Master of Accounting, Accounting
University of South Carolina - Darla Moore School of Business 1999 — 2003
BSBA, Finance
WEDGE Capital Management L.L.P. August 2014 - Present
Ernst & Young July 2010 - August 2014
FTI Consulting August 2007 - March 2010
Deloitte & Touche September 2004 - August 2007
Skills
Auditing, Transaction Support, Restructuring, Due Diligence, Transaction Advisory...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Master of Accounting, Accounting
University of South Carolina - Darla Moore School of Business 1999 — 2003
BSBA, Finance
John Mencke's Deloitte & Touche Experience June 1979 - May 1990
Job Owner, John G. Mencke, P.A.
Industry Accounting
Experience
John G. Mencke, P.A. August 1999 - Present
Ernst & Young February 2002 - February 2005
Grenadier, Collins, Mencke & Howard, LLP February 1995 - August 1999
Deloitte & Touche June 1979 - May 1990
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Accounting & Finance
John G. Mencke, P.A. August 1999 - Present
Ernst & Young February 2002 - February 2005
Grenadier, Collins, Mencke & Howard, LLP February 1995 - August 1999
Deloitte & Touche June 1979 - May 1990
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Accounting & Finance
Elton Parker's Deloitte & Touche Experience August 1974 - May 2006
Job Managing Member at Elpark Financial LLC
Industry Accounting
Experience
Elpark Financial LLC May 2006 - Present
Deloitte & Touche August 1974 - May 2006
Skills
Financial Accounting, Financial Reporting, GAAP, Internal Controls, US GAAP, Accounting, Financial Analysis, SEC filings, Auditing, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1970 — 2004
BA, Business - Accounting
Elpark Financial LLC May 2006 - Present
Deloitte & Touche August 1974 - May 2006
Skills
Financial Accounting, Financial Reporting, GAAP, Internal Controls, US GAAP, Accounting, Financial Analysis, SEC filings, Auditing, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1970 — 2004
BA, Business - Accounting
Andrea Frost Fillaus, CPA, MPA's Deloitte & Touche Experience August 1998 - June 2009
Job Director of Corporate Audit at Union Pacific Corporation
Industry Transportation/Trucking/Railroad
Experience
InfoGroup June 2009 - December 2013
Deloitte & Touche August 1998 - June 2009
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, Fixed Income, SEC filings, Treasury Management, Commercial Insurance, Procure-to-Pay, Accounting, US GAAP
Education
University of Nebraska-Lincoln 1993 — 1998
MPA, Accounting
InfoGroup June 2009 - December 2013
Deloitte & Touche August 1998 - June 2009
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, Fixed Income, SEC filings, Treasury Management, Commercial Insurance, Procure-to-Pay, Accounting, US GAAP
Education
University of Nebraska-Lincoln 1993 — 1998
MPA, Accounting
Audrey Wilhelm, CPA's Deloitte & Touche Experience 2010 - December 2012
Job Internal Audit Senior
Industry Accounting
Experience
Time Warner Cable January 2013 - April 2014
Deloitte & Touche 2010 - December 2012
Skills
Internal Controls, CISA, Sarbanes-Oxley Act, SAS70, IT Audit, CPA, SSAE 16, Auditing, Assurance, Information Technology, Sarbanes-Oxley, SEC filings, Financial Statements, Internal Audit
Education
University of North Carolina at Wilmington 2005 — 2010
Master's, Accountancy
Time Warner Cable January 2013 - April 2014
Deloitte & Touche 2010 - December 2012
Skills
Internal Controls, CISA, Sarbanes-Oxley Act, SAS70, IT Audit, CPA, SSAE 16, Auditing, Assurance, Information Technology, Sarbanes-Oxley, SEC filings, Financial Statements, Internal Audit
Education
University of North Carolina at Wilmington 2005 — 2010
Master's, Accountancy
Laura Kinney's Deloitte & Touche Experience September 2007 - Present
Job Audit Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2007 - Present
Skills
Audit, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
MAC, Accounting
University of North Carolina at Chapel Hill 2002 — 2006
BSBA, Business
Deloitte & Touche September 2007 - Present
Skills
Audit, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
MAC, Accounting
University of North Carolina at Chapel Hill 2002 — 2006
BSBA, Business
Peter Flanagan, CIA's Deloitte & Touche Experience September 2005 - August 2008
Job Director, Internal Audit at Russel Metals
Industry Mining & Metals
Experience
Russel Metals September 2014 - Present
Russel Metals May 2013 - September 2014
Russel Metals September 2011 - May 2013
Russel Metals September 2010 - September 2011
Russel Metals August 2008 - September 2010
Deloitte & Touche September 2005 - August 2008
Skills
Internal Audit, Risk Assessment, Internal Controls, Auditing, Risk Management, Enterprise Risk..., Forecasting, Accounting, IFRS, Assurance, Corporate Governance, Sarbanes-Oxley Act, Operational Risk..., Financial Risk, Process Improvement, Financial Reporting, IT Audit, Analysis, Account Reconciliation, Financial Accounting, Financial Analysis, US GAAP, Sarbanes-Oxley, GAAP, External Audit
Education
University of New Brunswick 1998 — 2002
BBA, Business Administration
Russel Metals September 2014 - Present
Russel Metals May 2013 - September 2014
Russel Metals September 2011 - May 2013
Russel Metals September 2010 - September 2011
Russel Metals August 2008 - September 2010
Deloitte & Touche September 2005 - August 2008
Skills
Internal Audit, Risk Assessment, Internal Controls, Auditing, Risk Management, Enterprise Risk..., Forecasting, Accounting, IFRS, Assurance, Corporate Governance, Sarbanes-Oxley Act, Operational Risk..., Financial Risk, Process Improvement, Financial Reporting, IT Audit, Analysis, Account Reconciliation, Financial Accounting, Financial Analysis, US GAAP, Sarbanes-Oxley, GAAP, External Audit
Education
University of New Brunswick 1998 — 2002
BBA, Business Administration
Baron Fink's Deloitte & Touche Experience 1986 - 1988
Job Owner, Navarac, LLC
Industry Information Technology and Services
Experience
Navarac, LLC 1990 - Present
CLR/Fasttax 1988 - 1990
Deloitte & Touche 1986 - 1988
Skills
Consulting, Troubleshooting, Project Management, Strategic Planning, New Business Development, Customer Service, Team Building, Business Strategy, Sales Management, Sales, Change Management, Negotiation, Business Analysis, Marketing Strategy, Marketing
Education
University of North Carolina at Charlotte 1982 — 1986
BA, Business Management
Myers park High School 1979 — 1982
Navarac, LLC 1990 - Present
CLR/Fasttax 1988 - 1990
Deloitte & Touche 1986 - 1988
Skills
Consulting, Troubleshooting, Project Management, Strategic Planning, New Business Development, Customer Service, Team Building, Business Strategy, Sales Management, Sales, Change Management, Negotiation, Business Analysis, Marketing Strategy, Marketing
Education
University of North Carolina at Charlotte 1982 — 1986
BA, Business Management
Myers park High School 1979 — 1982
Brett Maly's Deloitte & Touche Experience 2009 - Present
Job Auditor at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche 2009 - Present
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Accounting and Finance
University of Nebraska-Lincoln
Master of Professional Accountancy, Accounting
Deloitte & Touche 2009 - Present
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Accounting and Finance
University of Nebraska-Lincoln
Master of Professional Accountancy, Accounting
John Oaks's Deloitte & Touche Experience January 2010 - Present
Job EDSC Operations Specialist at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche January 2010 - Present
LOUISIANA LEGISLATIVE AUDITOR January 2008 - January 2010
BESTBUY January 2005 - January 2010
Skills
management, Litigation Support, Process Improvement, Training, Project Management, Customer Satisfaction, Microsoft Office, Troubleshooting, Team Building, Team Leadership, Account Management, Business Analysis, SDLC, Business Development, Relativity, IPRO, eCapture, Clearwell, Document Review, Computer Forensics, Consulting, IT Management, Management
Education
University of New Orleans 1998 — 2004
Bachelor of Science, Management of Information Systems
Deloitte & Touche January 2010 - Present
LOUISIANA LEGISLATIVE AUDITOR January 2008 - January 2010
BESTBUY January 2005 - January 2010
Skills
management, Litigation Support, Process Improvement, Training, Project Management, Customer Satisfaction, Microsoft Office, Troubleshooting, Team Building, Team Leadership, Account Management, Business Analysis, SDLC, Business Development, Relativity, IPRO, eCapture, Clearwell, Document Review, Computer Forensics, Consulting, IT Management, Management
Education
University of New Orleans 1998 — 2004
Bachelor of Science, Management of Information Systems
Adam Kirkebak's Deloitte & Touche Experience August 2001 - December 2008
Job Assistant Corporate Controller at Valmont Industries
Industry Machinery
Experience
Valmont Industries December 2010 - Present
Gavilon Group, LLC January 2009 - September 2010
Deloitte & Touche August 2001 - December 2008
Skills
US GAAP, IFRS, Internal Audit, Internal Controls, External Audit, SEC filings, International Travel, Manufacturing Operations, Risk Management, Business Analysis, General Ledger, Consolidated Financial..., Service Industries, Leadership, Microsoft Office, Problem Solving, Accounting Research, Staff Supervision
Education
University of Nebraska-Lincoln 2000 — 2001
Master of Professional Accountancy, Accounting
Uniersity of Nebraska-Lincoln 1996 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Valmont Industries December 2010 - Present
Gavilon Group, LLC January 2009 - September 2010
Deloitte & Touche August 2001 - December 2008
Skills
US GAAP, IFRS, Internal Audit, Internal Controls, External Audit, SEC filings, International Travel, Manufacturing Operations, Risk Management, Business Analysis, General Ledger, Consolidated Financial..., Service Industries, Leadership, Microsoft Office, Problem Solving, Accounting Research, Staff Supervision
Education
University of Nebraska-Lincoln 2000 — 2001
Master of Professional Accountancy, Accounting
Uniersity of Nebraska-Lincoln 1996 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Jamie Eagan's Deloitte & Touche Experience June 1999 - March 2004
Job Strategic Planning & Financial Analysis Manager at Albaugh, LLC
Industry Chemicals
Experience
Albaugh, LLC October 2014 - Present
Albaugh Inc. April 2010 - Present
The Weitz Company August 2008 - April 2010
Centurion Stone of Iowa September 2005 - August 2008
Principal Financial Group March 2004 - September 2005
Deloitte & Touche June 1999 - March 2004
Education
University of Nebraska at Omaha 1994 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Albaugh, LLC October 2014 - Present
Albaugh Inc. April 2010 - Present
The Weitz Company August 2008 - April 2010
Centurion Stone of Iowa September 2005 - August 2008
Principal Financial Group March 2004 - September 2005
Deloitte & Touche June 1999 - March 2004
Education
University of Nebraska at Omaha 1994 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY