Deloitte & Touche
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (1 Jun 2015–) Headquarters: London Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Subsidiaries: Deloitte UK, Monitor Deloitte,
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Deloitte & Touche Employees
Employee
Years
Job
Industry
David Ferguson David Ferguson's Deloitte & Touche Experience June 1977 - October 1981
Job Partner at Perella Weinberg Partners
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Cheryl Comrie, CPA Cheryl Comrie, CPA's Deloitte & Touche Experience 1993 - 1997
Job Lead, Special Projects at Kaiser Permanente
Industry Accounting
Experience
Kaiser Permanente April 2013 - Present
Two Degrees October 2012 - April 2013
Columbia Sportswear July 2009 - March 2011
Accero Inc. July 2008 - December 2008
Qmedtrix January 2007 - July 2008
Qmedtrix Systems, Inc. January 2007 - July 2008
Norris, Beggs & Simpson 1997 - 2003
Deloitte & Touche 1993 - 1997
Jones & Roth, PC 1988 - 1992
Skills
Budgets, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Analysis, PeopleSoft, General Ledger, Forecasting, Auditing, Internal Controls, Management, Leadership, Financial Accounting
Education
University of Oregon 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Pleasant Hill High School 1984 — 1988
Kaiser Permanente April 2013 - Present
Two Degrees October 2012 - April 2013
Columbia Sportswear July 2009 - March 2011
Accero Inc. July 2008 - December 2008
Qmedtrix January 2007 - July 2008
Qmedtrix Systems, Inc. January 2007 - July 2008
Norris, Beggs & Simpson 1997 - 2003
Deloitte & Touche 1993 - 1997
Jones & Roth, PC 1988 - 1992
Skills
Budgets, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Analysis, PeopleSoft, General Ledger, Forecasting, Auditing, Internal Controls, Management, Leadership, Financial Accounting
Education
University of Oregon 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Pleasant Hill High School 1984 — 1988
George W. Mahoney, CPA George W. Mahoney, CPA's Deloitte & Touche Experience 1983 - 1986
Job Chief Financial Officer at Catalyst Lab Solutions LLC
Industry Accounting
Experience
Catalyst Lab Solutions LLC September 2014 - Present
MyLooks® Inc. 2013 - 2014
Corporate Forensics, LLC January 2013 - June 2013
CorePointe Group LLC (CPG) 2011 - 2012
Corporate Forensics LLC 2008 - 2011
Sagemark Companies, Ltd., (SKCO), formerly Consolidated Technology Group (COTG)[ 1994 - 2008
International Magnetic Imaging, Inc. 1991 - 1994
Guardian Bank 1986 - 1991
Deloitte & Touche 1983 - 1986
Skills
Strategic Planning,..., Cash flow Modeling &..., Financial Reporting &..., Investor..., Cash Management, Initial Public..., Mergers & Acquisitions, Business Sale &..., Risk Assessment &..., Due Diligence &..., Financial Forecasting &..., Operations Leadership, •General Accounting..., Credit & Collections, Operating & Capital..., P &L - Cost Reductions, Contract Negotiation, Team Leadership,..., Automated Financial..., SEC & Regulatory..., Regulated Industry..., Internal/External Audit..., Mergers, Operations Management, Strategic Planning, Management, Operating Budgets, Forecasting, Financial Analysis, Due Diligence, Business Expansion /..., Cash Management /..., Process Improvements, P&L / Budgeting /..., Cost Analysis, Controls..., GAAP / Cost Accounting, Corporate Governance /..., M&A / Due Diligence /..., SEC Filings and..., Initial Public..., Sarbanes-Oxley (SOX) 404, Regulatory, Audit and..., Systems Implementation..., Investor and Bank..., Cross-functional Team..., Financial Forecasting, Financial Strategy, P&L Management, Budgets, Working Capital...
Education
University of Oklahoma 1979 — 1983
BBA, Accounting and Finance
University of Oklahoma, Norman, OK 1979 — 1983
BBA, with special distinction, Business and Accounting
Catalyst Lab Solutions LLC September 2014 - Present
MyLooks® Inc. 2013 - 2014
Corporate Forensics, LLC January 2013 - June 2013
CorePointe Group LLC (CPG) 2011 - 2012
Corporate Forensics LLC 2008 - 2011
Sagemark Companies, Ltd., (SKCO), formerly Consolidated Technology Group (COTG)[ 1994 - 2008
International Magnetic Imaging, Inc. 1991 - 1994
Guardian Bank 1986 - 1991
Deloitte & Touche 1983 - 1986
Skills
Strategic Planning,..., Cash flow Modeling &..., Financial Reporting &..., Investor..., Cash Management, Initial Public..., Mergers & Acquisitions, Business Sale &..., Risk Assessment &..., Due Diligence &..., Financial Forecasting &..., Operations Leadership, •General Accounting..., Credit & Collections, Operating & Capital..., P &L - Cost Reductions, Contract Negotiation, Team Leadership,..., Automated Financial..., SEC & Regulatory..., Regulated Industry..., Internal/External Audit..., Mergers, Operations Management, Strategic Planning, Management, Operating Budgets, Forecasting, Financial Analysis, Due Diligence, Business Expansion /..., Cash Management /..., Process Improvements, P&L / Budgeting /..., Cost Analysis, Controls..., GAAP / Cost Accounting, Corporate Governance /..., M&A / Due Diligence /..., SEC Filings and..., Initial Public..., Sarbanes-Oxley (SOX) 404, Regulatory, Audit and..., Systems Implementation..., Investor and Bank..., Cross-functional Team..., Financial Forecasting, Financial Strategy, P&L Management, Budgets, Working Capital...
Education
University of Oklahoma 1979 — 1983
BBA, Accounting and Finance
University of Oklahoma, Norman, OK 1979 — 1983
BBA, with special distinction, Business and Accounting
Lisa Macioce Lisa Macioce's Deloitte & Touche Experience August 1992 - January 1996
Job Manager of Finance at Frick Art & Historical Center
Industry Nonprofit Organization Management
Experience
Frick Art & Historical Center December 2014 - Present
Bridgeway Capital January 2013 - November 2014
Carnegie Museum of Natural History May 2011 - December 2012
Phipps Conservatory and Botanical Gardens May 2006 - March 2011
Children's Hospital of Pittsburgh September 2004 - April 2006
Mainstay Life Services December 2002 - September 2004
University of Pittsburgh February 1996 - November 2002
Deloitte & Touche August 1992 - January 1996
Skills
Cerified Public..., Nonprofits, Budgets, Financial Analysis, Grants, Grant Writing, Strategic Planning, Fundraising, Financial Reporting, Leadership, Research, Program Development, Community Outreach, Event Planning, Business Planning, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 2000
Master of Business Administration (MBA)
Robert Morris University 1988 — 1992
BSBA, Accounting
Frick Art & Historical Center December 2014 - Present
Bridgeway Capital January 2013 - November 2014
Carnegie Museum of Natural History May 2011 - December 2012
Phipps Conservatory and Botanical Gardens May 2006 - March 2011
Children's Hospital of Pittsburgh September 2004 - April 2006
Mainstay Life Services December 2002 - September 2004
University of Pittsburgh February 1996 - November 2002
Deloitte & Touche August 1992 - January 1996
Skills
Cerified Public..., Nonprofits, Budgets, Financial Analysis, Grants, Grant Writing, Strategic Planning, Fundraising, Financial Reporting, Leadership, Research, Program Development, Community Outreach, Event Planning, Business Planning, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 2000
Master of Business Administration (MBA)
Robert Morris University 1988 — 1992
BSBA, Accounting
Irina Blocher, CPA Irina Blocher, CPA's Deloitte & Touche Experience January 2009 - August 2013
Job Audit Manager at KPMG in the Cayman Islands
Industry Accounting
Experience
KPMG in the Cayman Islands October 2014 - Present
KPMG in the Cayman Islands August 2013 - October 2014
Deloitte & Touche January 2009 - August 2013
Tennis Competitors of Dallas (TCD) January 2012 - September 2012
Univ. of Oklahoma Information Technology August 2007 - December 2008
Russian Speaking Student Association (RuSSA) at the University of Oklahoma September 2005 - May 2008
RuTen 2003 - 2007
Skills
External Audit, Private Equity..., Internal Controls Audit, SOX, Audit, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, US GAAP, Business Valuation, Auditing, Private Equity, CPA, GAAP, Financial Accounting, Financial Statements, Hedge Funds, IFRS, Consolidation, Valuation, Financial Audits, Sarbanes-Oxley, Big 4, Microsoft Excel
Education
University of Oklahoma 2003 — 2008
B/MAcc, Accounting
KPMG in the Cayman Islands October 2014 - Present
KPMG in the Cayman Islands August 2013 - October 2014
Deloitte & Touche January 2009 - August 2013
Tennis Competitors of Dallas (TCD) January 2012 - September 2012
Univ. of Oklahoma Information Technology August 2007 - December 2008
Russian Speaking Student Association (RuSSA) at the University of Oklahoma September 2005 - May 2008
RuTen 2003 - 2007
Skills
External Audit, Private Equity..., Internal Controls Audit, SOX, Audit, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, US GAAP, Business Valuation, Auditing, Private Equity, CPA, GAAP, Financial Accounting, Financial Statements, Hedge Funds, IFRS, Consolidation, Valuation, Financial Audits, Sarbanes-Oxley, Big 4, Microsoft Excel
Education
University of Oklahoma 2003 — 2008
B/MAcc, Accounting
Tony Spagnola Tony Spagnola's Deloitte & Touche Experience 1998 - 2003
Job CFO at Quanta Power Generation, Inc.
Industry Construction
Experience
Quanta Power, Inc. - a Quanta Services Company February 2009 - Present
Golden State Utility Company - a Quanta Services Company February 2009 - March 2010
SelectBuild December 2005 - December 2008
SelectBuild December 2003 - December 2005
Deloitte & Touche 1998 - 2003
Price Waterhouse September 1996 - September 1998
JMT Homes May 1988 - August 1995
Timberland Supply Co May 1991 - August 1993
Westinghouse Electric Company September 1985 - January 1990
Skills
Process Improvement, Strategic Planning, Financial Analysis, Forecasting, Construction, Mergers, Risk Management, Operations Management, Team Building, Financial Reporting, Cost Accounting, Business Process..., Construction Management, Business Strategy, Process Scheduler, Budgets, Cross-functional Team..., Project Planning, Mergers & Acquisitions, Negotiation, Analysis, Due Diligence, Leadership, Accounting, Cost Management, Project Management, Business Development, Managerial Finance, Change Management, Human Resources, Program Management, Finance, Team Leadership, Business Planning, Executive Management, Energy, Strategy, Management Consulting, Financial Modeling, Start-ups
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1996
MBA, Business
University of Pittsburgh 1987 — 1990
MS, Mechanical Engineering
University of Pittsburgh 1981 — 1985
BS, Mechanical Engineering
Quanta Power, Inc. - a Quanta Services Company February 2009 - Present
Golden State Utility Company - a Quanta Services Company February 2009 - March 2010
SelectBuild December 2005 - December 2008
SelectBuild December 2003 - December 2005
Deloitte & Touche 1998 - 2003
Price Waterhouse September 1996 - September 1998
JMT Homes May 1988 - August 1995
Timberland Supply Co May 1991 - August 1993
Westinghouse Electric Company September 1985 - January 1990
Skills
Process Improvement, Strategic Planning, Financial Analysis, Forecasting, Construction, Mergers, Risk Management, Operations Management, Team Building, Financial Reporting, Cost Accounting, Business Process..., Construction Management, Business Strategy, Process Scheduler, Budgets, Cross-functional Team..., Project Planning, Mergers & Acquisitions, Negotiation, Analysis, Due Diligence, Leadership, Accounting, Cost Management, Project Management, Business Development, Managerial Finance, Change Management, Human Resources, Program Management, Finance, Team Leadership, Business Planning, Executive Management, Energy, Strategy, Management Consulting, Financial Modeling, Start-ups
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1996
MBA, Business
University of Pittsburgh 1987 — 1990
MS, Mechanical Engineering
University of Pittsburgh 1981 — 1985
BS, Mechanical Engineering
Harris Atmar Harris Atmar's Deloitte & Touche Experience May 2009 - July 2009
Job MBA Candidate, The Wharton School
Industry Management Consulting
Experience
PepsiCo Senior Business AnalystMcKinsey & CompanySeptember 2012 - May 2013
McKinsey & Company October 2010 - September 2012
Merrill Lynch July 2009 - September 2009
Deloitte & Touche May 2009 - July 2009
Bateel International LLC June 2008 - September 2008
University of Pennsylvania Model United Nations Conference January 2007 - January 2008
Bateel International LLC June 2007 - September 2007
Skills
Strategy, Retail, Investments, Management Consulting, Business Strategy, Finance, Marketing Strategy, Financial Modeling, Pricing, Market Research, Bloomberg
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts and Science, Economics, Consumer Behavior
PepsiCo Senior Business AnalystMcKinsey & CompanySeptember 2012 - May 2013
McKinsey & Company October 2010 - September 2012
Merrill Lynch July 2009 - September 2009
Deloitte & Touche May 2009 - July 2009
Bateel International LLC June 2008 - September 2008
University of Pennsylvania Model United Nations Conference January 2007 - January 2008
Bateel International LLC June 2007 - September 2007
Skills
Strategy, Retail, Investments, Management Consulting, Business Strategy, Finance, Marketing Strategy, Financial Modeling, Pricing, Market Research, Bloomberg
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts and Science, Economics, Consumer Behavior
Catherine Roller's Deloitte & Touche Experience September 2008 - Present
Job Audit Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2008 - Present
Education
University of Oregon 2004 — 2008
BS/Masters, Accounting
Deloitte & Touche September 2008 - Present
Education
University of Oregon 2004 — 2008
BS/Masters, Accounting
Natasha Holbeck Natasha Holbeck's Deloitte & Touche Experience January 2003 - Present
Job Partner
Industry Accounting
Experience
Deloitte August 2014 - Present
Deloitte & Touche January 2003 - Present
ACAUS March 2015 - Present
ACAUS March 2013 - February 2015
ACAUS March 2012 - February 2013
Skills
Accounting, Auditing, Asset Management, Internal Controls, SEC reporting, Fair Value, Training & Development, Financial Reporting, Project Planning, Mentoring, Hedge Funds, ETFs, SEC filings, Assurance, GAAP, IFRS, Due Diligence, Financial Analysis, US GAAP, Employee Training, External Audit
Education
University of Port Elizabeth 1998 — 1998
B.Com (Hons)
University of Port Elizabeth 1994 — 1997
B Com
Deloitte August 2014 - Present
Deloitte & Touche January 2003 - Present
ACAUS March 2015 - Present
ACAUS March 2013 - February 2015
ACAUS March 2012 - February 2013
Skills
Accounting, Auditing, Asset Management, Internal Controls, SEC reporting, Fair Value, Training & Development, Financial Reporting, Project Planning, Mentoring, Hedge Funds, ETFs, SEC filings, Assurance, GAAP, IFRS, Due Diligence, Financial Analysis, US GAAP, Employee Training, External Audit
Education
University of Port Elizabeth 1998 — 1998
B.Com (Hons)
University of Port Elizabeth 1994 — 1997
B Com
Mary Singer's Deloitte & Touche Experience 2001 - 2004
Job
Industry Hospital & Health Care
Experience
IBM July 2013 - Present
Optum August 2009 - July 2013
Anthem (WellPoint) 2004 - 2009
Deloitte & Touche 2001 - 2004
Perot Systems 1996 - 2001
Skills
Process Improvement, Managed Care, Medicaid, Healthcare, Business Process..., Management Consulting, Health Insurance, Strategic Planning, Program Management, Business Analysis, Vendor Management, Healthcare Information..., Project Management, Change Management, Medicare, Sales Operations, ICD-10, Strategic Consulting, HIPAA, Healthcare Consulting, Healthcare Industry, Provider Relations, Health Policy, Disease Management, Health Care Reform, Leadership, Strategy, Employee Benefits, Utilization Management, Management, Network Development, Revenue Cycle, Pharmacy Benefit..., Healthcare Management, EHR, Healthcare Analytics
Education
University of Phoenix
IBM July 2013 - Present
Optum August 2009 - July 2013
Anthem (WellPoint) 2004 - 2009
Deloitte & Touche 2001 - 2004
Perot Systems 1996 - 2001
Skills
Process Improvement, Managed Care, Medicaid, Healthcare, Business Process..., Management Consulting, Health Insurance, Strategic Planning, Program Management, Business Analysis, Vendor Management, Healthcare Information..., Project Management, Change Management, Medicare, Sales Operations, ICD-10, Strategic Consulting, HIPAA, Healthcare Consulting, Healthcare Industry, Provider Relations, Health Policy, Disease Management, Health Care Reform, Leadership, Strategy, Employee Benefits, Utilization Management, Management, Network Development, Revenue Cycle, Pharmacy Benefit..., Healthcare Management, EHR, Healthcare Analytics
Education
University of Phoenix
Amanda (Speakman) Katawczik's Deloitte & Touche Experience August 2003 - October 2008
Job VP of Finance at 4moms
Industry Accounting
Experience
4moms April 2013 - Present
YapStone, Inc. October 2008 - April 2013
Deloitte & Touche August 2003 - October 2008
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Mergers, Financial Reporting, Start-ups, Due Diligence, Internal Controls, Financial Modeling, SEC filings, Corporate Finance, US GAAP, Venture Financing, Mergers & Acquisitions, Revenue Recognition, Auditing
Education
University of Pittsburgh 1999 — 2003
Bachelor of Science (B.S.), Accounting
4moms April 2013 - Present
YapStone, Inc. October 2008 - April 2013
Deloitte & Touche August 2003 - October 2008
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Mergers, Financial Reporting, Start-ups, Due Diligence, Internal Controls, Financial Modeling, SEC filings, Corporate Finance, US GAAP, Venture Financing, Mergers & Acquisitions, Revenue Recognition, Auditing
Education
University of Pittsburgh 1999 — 2003
Bachelor of Science (B.S.), Accounting
Dean Woolworth's Deloitte & Touche Experience 1993 - 1996
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1998 - Present
Nike 1996 - 1998
Deloitte & Touche 1993 - 1996
Education
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), Accounting and Business/Management
Lakeridge High School 1986 — 1989
Merrill Lynch 1998 - Present
Nike 1996 - 1998
Deloitte & Touche 1993 - 1996
Education
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), Accounting and Business/Management
Lakeridge High School 1986 — 1989
Kristen Russell Kristen Russell's Deloitte & Touche Experience January 2007 - Present
Job Audit Senior Manager at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche January 2007 - Present
Education
University of Oklahoma - Price College of Business 2002 — 2006
BBA/MAcc, Accounting
Deloitte & Touche January 2007 - Present
Education
University of Oklahoma - Price College of Business 2002 — 2006
BBA/MAcc, Accounting
Erica Gorski, CPA Erica Gorski, CPA's Deloitte & Touche Experience September 2010 - April 2013
Job Audit Manager at MetLife
Industry Financial Services
Experience
MetLife April 2015 - Present
MetLife May 2013 - April 2015
Deloitte & Touche September 2010 - April 2013
Deloitte June 2009 - August 2009
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, US GAAP, GAAP, Financial Accounting, Accounting, Financial Analysis, CPA, SEC Filings, External Audit, Tax, Big 4
Education
University of Pittsburgh 2006 — 2010
BS, Accounting, Economics Minor
Gateway Senior High School
MetLife April 2015 - Present
MetLife May 2013 - April 2015
Deloitte & Touche September 2010 - April 2013
Deloitte June 2009 - August 2009
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, US GAAP, GAAP, Financial Accounting, Accounting, Financial Analysis, CPA, SEC Filings, External Audit, Tax, Big 4
Education
University of Pittsburgh 2006 — 2010
BS, Accounting, Economics Minor
Gateway Senior High School
Jessica Kennedy's Deloitte & Touche Experience August 2007 - September 2008
Job Associate at PNC
Industry Financial Services
Experience
PNC July 2013 - Present
PNC November 2011 - July 2013
PNC Financial Services Group September 2009 - November 2011
PNC Financial Services Group January 2009 - September 2009
Deloitte & Touche August 2007 - September 2008
Deloitte & Touche January 2007 - August 2007
University of Pittsburgh January 2004 - December 2006
University of Pittsburgh August 2003 - December 2006
Deloitte & Touche June 2006 - August 2006
University of Pittsburgh May 2005 - August 2005
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Internal Audit, Microsoft Excel, Analysis, Access, Internal Controls, Data Analysis, Sarbanes-Oxley Act, Microsoft Office, Strategic Planning, PowerPoint, Process Improvement
Education
University of Pittsburgh 2002 — 2006
BSBA, Accounting and Finance
PNC July 2013 - Present
PNC November 2011 - July 2013
PNC Financial Services Group September 2009 - November 2011
PNC Financial Services Group January 2009 - September 2009
Deloitte & Touche August 2007 - September 2008
Deloitte & Touche January 2007 - August 2007
University of Pittsburgh January 2004 - December 2006
University of Pittsburgh August 2003 - December 2006
Deloitte & Touche June 2006 - August 2006
University of Pittsburgh May 2005 - August 2005
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Internal Audit, Microsoft Excel, Analysis, Access, Internal Controls, Data Analysis, Sarbanes-Oxley Act, Microsoft Office, Strategic Planning, PowerPoint, Process Improvement
Education
University of Pittsburgh 2002 — 2006
BSBA, Accounting and Finance
Laurine Johnson Laurine Johnson's Deloitte & Touche Experience 1998 - 2003
Job Director, HIM Consulting
Industry Hospital & Health Care
Experience
Panacea Healthcare Solutions February 2015 - Present
AHIMA 1981 - Present
Peak Health Solutions January 2014 - November 2014
Ingenix January 2010 - January 2014
Ingenix Consulting December 2008 - January 2010
Medcom Solutions 2005 - 2006
Kforce Inc. 2003 - 2005
Deloitte & Touche 1998 - 2003
McGraw-Hill Healthcare Management 1990 - 1992
Skills
ICD-9, Audit, Claims, Clinical Documentation, Inpatient, Operation, CPT, HCPCS, Medical Coding, Medical Terminology, Health Information..., Product Management, Medical Billing, EHR, Medical Records, Ambulatory, Compliance, Medicare, Revenue Cycle, Healthcare, Documentations, Claim, Healthcare Information..., Healthcare Consulting, HIPAA, Healthcare Management, Medicaid, Healthcare Industry, Informatics, ICD-10, Epic Systems, Practice Management, Hospitals, EMR, Documentation, Process Improvement, Training, Management, Physicians, Managed Care, Consulting, Leadership
Education
University of Pittsburgh 1986 — 1988
MS, Healthcare Information Systems
University of Pittsburgh 1977 — 1981
BS, Health Records Administration
Panacea Healthcare Solutions February 2015 - Present
AHIMA 1981 - Present
Peak Health Solutions January 2014 - November 2014
Ingenix January 2010 - January 2014
Ingenix Consulting December 2008 - January 2010
Medcom Solutions 2005 - 2006
Kforce Inc. 2003 - 2005
Deloitte & Touche 1998 - 2003
McGraw-Hill Healthcare Management 1990 - 1992
Skills
ICD-9, Audit, Claims, Clinical Documentation, Inpatient, Operation, CPT, HCPCS, Medical Coding, Medical Terminology, Health Information..., Product Management, Medical Billing, EHR, Medical Records, Ambulatory, Compliance, Medicare, Revenue Cycle, Healthcare, Documentations, Claim, Healthcare Information..., Healthcare Consulting, HIPAA, Healthcare Management, Medicaid, Healthcare Industry, Informatics, ICD-10, Epic Systems, Practice Management, Hospitals, EMR, Documentation, Process Improvement, Training, Management, Physicians, Managed Care, Consulting, Leadership
Education
University of Pittsburgh 1986 — 1988
MS, Healthcare Information Systems
University of Pittsburgh 1977 — 1981
BS, Health Records Administration
Francine Cameron, CPA, MBA Francine Cameron, CPA, MBA's Deloitte & Touche Experience December 1986 - December 1988
Job President & CEO
Industry Financial Services
Experience
Cameron Professional Services Group, LLC August 2010 - Present
Prudential Financial March 2008 - November 2009
Fannie Mae December 2000 - September 2007
Urban Redevelopment Authority April 1997 - November 2000
PNC Financial Services Corporation March 1989 - April 1997
Deloitte & Touche December 1986 - December 1988
Skills
Auditing, Accounting, Strategic Financial..., Non-profits, Start-ups, Entrepreneurship, Financial Analysis, Strategic Planning, Investments, Nonprofits, Insurance, Financial Services, Mutual Funds, Finance, Credit, Real Estate, Public Speaking, Financial Planning, Portfolio Management, Management, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2004
MBA, Business
Certified Public Accountant, State of Pennsylvania
CPA, Certified Public Accountant
Cameron Professional Services Group, LLC August 2010 - Present
Prudential Financial March 2008 - November 2009
Fannie Mae December 2000 - September 2007
Urban Redevelopment Authority April 1997 - November 2000
PNC Financial Services Corporation March 1989 - April 1997
Deloitte & Touche December 1986 - December 1988
Skills
Auditing, Accounting, Strategic Financial..., Non-profits, Start-ups, Entrepreneurship, Financial Analysis, Strategic Planning, Investments, Nonprofits, Insurance, Financial Services, Mutual Funds, Finance, Credit, Real Estate, Public Speaking, Financial Planning, Portfolio Management, Management, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2004
MBA, Business
Certified Public Accountant, State of Pennsylvania
CPA, Certified Public Accountant
Lisa Morris Lisa Morris's Deloitte & Touche Experience September 2009 - October 2012
Job Balance Sheet Consolidation Accountant at Air Products and Chemicals
Industry Accounting
Experience
Air Products and Chemicals October 2012 - Present
Deloitte & Touche September 2009 - October 2012
Viamedia May 2008 - August 2008
The Institute of Contemporary Music Performance January 2007 - April 2007
Skills
Superior Client Service, Team Leadership, Teamwork, Microsoft Office, Sarbanes-Oxley, Auditing, Finance, Financial Reporting, Internal Controls, Consolidation, GAAP, CPA, Sarbanes-Oxley Act
Education
University of Pittsburgh 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Air Products and Chemicals October 2012 - Present
Deloitte & Touche September 2009 - October 2012
Viamedia May 2008 - August 2008
The Institute of Contemporary Music Performance January 2007 - April 2007
Skills
Superior Client Service, Team Leadership, Teamwork, Microsoft Office, Sarbanes-Oxley, Auditing, Finance, Financial Reporting, Internal Controls, Consolidation, GAAP, CPA, Sarbanes-Oxley Act
Education
University of Pittsburgh 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Heather Johnson's Deloitte & Touche Experience 1991 - 1993
Job Chief Operating Officer at 1859 Media
Industry Publishing
Experience
1859 Media March 2009 - Present
1859 Media January 2009 - Present
Cutter Communications September 2004 - December 2008
Oregon Home Magazine 2000 - September 2004
Jeff Sanders Promotions 1995 - 1997
Deloitte & Touche 1991 - 1993
Skills
Advertising, Social Media, Online Marketing, Publishing, Advertising Sales
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
Bachelor of Science, Accounting
1859 Media March 2009 - Present
1859 Media January 2009 - Present
Cutter Communications September 2004 - December 2008
Oregon Home Magazine 2000 - September 2004
Jeff Sanders Promotions 1995 - 1997
Deloitte & Touche 1991 - 1993
Skills
Advertising, Social Media, Online Marketing, Publishing, Advertising Sales
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
Bachelor of Science, Accounting
Gabe DiClerico, CPA Gabe DiClerico, CPA's Deloitte & Touche Experience September 2005 - June 2008
Job Director of Operations at ImpactAssets
Industry Nonprofit Organization Management
Experience
ImpactAssets January 2013 - Present
Calvert Social Investment Foundation, Inc June 2008 - January 2013
Deloitte & Touche September 2005 - June 2008
Skills
Financial Analysis
Education
University of Pennsylvania - The Wharton School
BSE, Accounting, Management, Operations and Information Management
ImpactAssets January 2013 - Present
Calvert Social Investment Foundation, Inc June 2008 - January 2013
Deloitte & Touche September 2005 - June 2008
Skills
Financial Analysis
Education
University of Pennsylvania - The Wharton School
BSE, Accounting, Management, Operations and Information Management
Kelley Grace's Deloitte & Touche Experience January 2000 - November 2001
Job CPA, Tax Partner at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP 2001 - Present
Deloitte & Touche January 2000 - November 2001
Skills
Tax Preparation, Project Planning, Consulting, High Net Worth..., CPA
Education
University of Oklahoma - Price College of Business 1996 — 2000
Bachelor of Accountancy, Accounting & Finance
Eide Bailly LLP 2001 - Present
Deloitte & Touche January 2000 - November 2001
Skills
Tax Preparation, Project Planning, Consulting, High Net Worth..., CPA
Education
University of Oklahoma - Price College of Business 1996 — 2000
Bachelor of Accountancy, Accounting & Finance
Wesley Gutknecht Wesley Gutknecht's Deloitte & Touche Experience September 1997 - September 2012
Job Controller at HotelTonight
Industry Financial Services
Experience
HotelTonight July 2015 - Present
Trulia September 2012 - June 2015
Deloitte & Touche September 1997 - September 2012
Skills
Due Diligence, Financial Reporting, Mergers & Acquisitions, Accounting, Finance, US GAAP, Private Equity, Venture Capital, Financial Audits, Revenue Recognition, Leadership, Management
Education
University of Oregon 1996 — 1997
MBA, Management
University of Oregon 1992 — 1996
Bachelor of Science, Accounting
HotelTonight July 2015 - Present
Trulia September 2012 - June 2015
Deloitte & Touche September 1997 - September 2012
Skills
Due Diligence, Financial Reporting, Mergers & Acquisitions, Accounting, Finance, US GAAP, Private Equity, Venture Capital, Financial Audits, Revenue Recognition, Leadership, Management
Education
University of Oregon 1996 — 1997
MBA, Management
University of Oregon 1992 — 1996
Bachelor of Science, Accounting
Desiré Carroll Desiré Carroll's Deloitte & Touche Experience 2001 - May 2012
Job Senior Technical Manager IFRS and Sustainability at the AICPA
Industry Accounting
Experience
AICPA May 2012 - Present
Deloitte & Touche 2001 - May 2012
Skills
IFRS, Accounting, US GAAP, Financial Analysis, M&A due diligence, Public Relations, Enterprise Risk..., Strategy, External Audit, Sarbanes-Oxley Act, Private Equity, SEC filings, Due Diligence, Financial Reporting, Internal Audit, Acquisition Integration, Mergers & Acquisitions, GAAP, Auditing, Assurance, Internal Controls, Financial Accounting
Education
University of Pretoria/Universiteit van Pretoria
Bachelor of Commerce (BCom), Accounting Sciences (Hons & CTA)
AICPA May 2012 - Present
Deloitte & Touche 2001 - May 2012
Skills
IFRS, Accounting, US GAAP, Financial Analysis, M&A due diligence, Public Relations, Enterprise Risk..., Strategy, External Audit, Sarbanes-Oxley Act, Private Equity, SEC filings, Due Diligence, Financial Reporting, Internal Audit, Acquisition Integration, Mergers & Acquisitions, GAAP, Auditing, Assurance, Internal Controls, Financial Accounting
Education
University of Pretoria/Universiteit van Pretoria
Bachelor of Commerce (BCom), Accounting Sciences (Hons & CTA)
Keri McCarthy Ferry's Deloitte & Touche Experience January 2004 - December 2007
Job Founder at Twenty Five Bedford (25bedford.com)
Industry Venture Capital & Private Equity
Experience
Twenty Five Bedford (25bedford.com) November 2013 - Present
Weston Presidio July 2010 - February 2012
Graham Partners November 2008 - July 2010
European Capital January 2008 - October 2008
Deloitte & Touche January 2004 - December 2007
Skills
Financial Modeling, Private Equity, Investments, Valuation, Financial Analysis, Start-ups, Entrepreneurship
Education
University of Notre Dame - Mendoza College of Business 1999 — 2003
BBA, Accountancy
Twenty Five Bedford (25bedford.com) November 2013 - Present
Weston Presidio July 2010 - February 2012
Graham Partners November 2008 - July 2010
European Capital January 2008 - October 2008
Deloitte & Touche January 2004 - December 2007
Skills
Financial Modeling, Private Equity, Investments, Valuation, Financial Analysis, Start-ups, Entrepreneurship
Education
University of Notre Dame - Mendoza College of Business 1999 — 2003
BBA, Accountancy
Estelle Wieler Estelle Wieler's Deloitte & Touche Experience 1981 - 1990
Job Chartered Accountant at Calvin G Vickery CA Professional Corporation
Industry Accounting
Experience
Calvin G Vickery CA Professional Corporation January 1996 - Present
Deloitte & Touche 1981 - 1990
Skills
Income Tax, Tax, Corporate Tax, Tax Returns, Financial Accounting, Accounting, Tax Preparation, Auditing, Financial Reporting, Internal Controls, GAAP, General Ledger, Account Reconciliation, Bookkeeping, External Audit
Education
Ontario Institute of Chartered Accountants
Chartered Accountant designation
University of Ottawa / Université d'Ottawa
Bachelor of Commerce, Accounting
Calvin G Vickery CA Professional Corporation January 1996 - Present
Deloitte & Touche 1981 - 1990
Skills
Income Tax, Tax, Corporate Tax, Tax Returns, Financial Accounting, Accounting, Tax Preparation, Auditing, Financial Reporting, Internal Controls, GAAP, General Ledger, Account Reconciliation, Bookkeeping, External Audit
Education
Ontario Institute of Chartered Accountants
Chartered Accountant designation
University of Ottawa / Université d'Ottawa
Bachelor of Commerce, Accounting
Madison McGehee's Deloitte & Touche Experience September 2014 - Present
Job
Industry Accounting
Experience
Deloitte & Touche September 2014 - Present
Deloitte January 2013 - March 2013
Education
University of Oklahoma 2013 — 2014
Master of Accountancy, Accounting
University of Oklahoma 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte & Touche September 2014 - Present
Deloitte January 2013 - March 2013
Education
University of Oklahoma 2013 — 2014
Master of Accountancy, Accounting
University of Oklahoma 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Rekha Sampath's Deloitte & Touche Experience February 2005 - June 2008
Job Vice President, Strategy and Corporate Development at Broadridge
Industry Financial Services
Experience
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Vince Hayes Vince Hayes's Deloitte & Touche Experience August 1999 - January 2015
Job Risk Advisory Partner at McGladrey
Industry Information Technology and Services
Experience
McGladrey February 2015 - Present
Deloitte & Touche August 1999 - January 2015
Arthur Andersen August 1986 - August 1999
Skills
Security and Controls, SAS70 / SSAE 16, Oracle E-Business Suite, Business Analysis, Program Management, Business Transformation, Business Intelligence, Integration, Financial Reporting, Accounting, Sarbanes-Oxley Act, Connecting People, IT Strategy, Management, IT Audit, Enterprise Risk..., Business Process..., Management Consulting, Leadership, Auditing, Consulting, Business Process
Education
University of Oregon - Charles H. Lundquist College of Business
Accounting and Finance
McGladrey February 2015 - Present
Deloitte & Touche August 1999 - January 2015
Arthur Andersen August 1986 - August 1999
Skills
Security and Controls, SAS70 / SSAE 16, Oracle E-Business Suite, Business Analysis, Program Management, Business Transformation, Business Intelligence, Integration, Financial Reporting, Accounting, Sarbanes-Oxley Act, Connecting People, IT Strategy, Management, IT Audit, Enterprise Risk..., Business Process..., Management Consulting, Leadership, Auditing, Consulting, Business Process
Education
University of Oregon - Charles H. Lundquist College of Business
Accounting and Finance
Kai Chen Kai Chen's Deloitte & Touche Experience September 2010 - June 2012
Job M&A Transaction Services Senior Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2013 - Present
Deloitte June 2012 - August 2013
Deloitte & Touche September 2010 - June 2012
Deloitte & Touche August 2005 - August 2010
Skills
Financial Reporting, SEC filings, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing, Big 4, GAAP, Accounting, CPA, Financial Accounting
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Accounting
International School Manila
Deloitte August 2013 - Present
Deloitte June 2012 - August 2013
Deloitte & Touche September 2010 - June 2012
Deloitte & Touche August 2005 - August 2010
Skills
Financial Reporting, SEC filings, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing, Big 4, GAAP, Accounting, CPA, Financial Accounting
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Accounting
International School Manila
Sara E. Diodata, CPA Sara E. Diodata, CPA's Deloitte & Touche Experience 2004 - 2007
Job Financial Reporting Analyst
Industry Accounting
Experience
The Philadelphia Contributionship November 2008 - March 2015
AIG 2007 - 2008
Deloitte & Touche 2004 - 2007
Skills
Auditing, Financial Reporting, Internal Controls, GAAP, Variance Analysis, Account Reconciliation, Internal Audit, Financial Statements, Accounting, Tax, Finance
Education
University of Pittsburgh 2001 — 2004
BAS, Accounting
The Philadelphia Contributionship November 2008 - March 2015
AIG 2007 - 2008
Deloitte & Touche 2004 - 2007
Skills
Auditing, Financial Reporting, Internal Controls, GAAP, Variance Analysis, Account Reconciliation, Internal Audit, Financial Statements, Accounting, Tax, Finance
Education
University of Pittsburgh 2001 — 2004
BAS, Accounting
Betsy Branch Betsy Branch's Deloitte & Touche Experience January 1997 - January 1999
Job Partner at EY
Industry Accounting
Experience
EY July 2013 - Present
Hewlett-Packard August 2011 - March 2013
Ernst & Young LLP February 1999 - July 2011
Deloitte & Touche January 1997 - January 1999
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, External Audit, Revenue Recognition, SEC filings, US GAAP, Auditing, Accounting, Financial Accounting, Financial Audits
Education
University of Oklahoma 1992 — 1996
BBA, BAC, Accounting & International Business
University of Oklahoma - Price College of Business 1992 — 1996
BBA, BAC, Accounting, International Business
Ponca City High School 1988 — 1992
EY July 2013 - Present
Hewlett-Packard August 2011 - March 2013
Ernst & Young LLP February 1999 - July 2011
Deloitte & Touche January 1997 - January 1999
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, External Audit, Revenue Recognition, SEC filings, US GAAP, Auditing, Accounting, Financial Accounting, Financial Audits
Education
University of Oklahoma 1992 — 1996
BBA, BAC, Accounting & International Business
University of Oklahoma - Price College of Business 1992 — 1996
BBA, BAC, Accounting, International Business
Ponca City High School 1988 — 1992
Cheryl Helms Cheryl Helms's Deloitte & Touche Experience January 1990 - January 1995
Job Vice President of Accounting at Vendor Resource Management
Industry Financial Services
Experience
Vendor Resource Management February 2011 - Present
Fannie Mae January 2008 - November 2010
Hudson Advisors, LLC February 2004 - March 2007
CitiFinancial International January 2001 - January 2004
Associates First Capital Corporation - Treasury January 1998 - January 2001
Citibank - N January 1995 - January 1997
Deloitte & Touche January 1990 - January 1995
Skills
Accounting, Real Estate, Risk Management, Sarbanes-Oxley Act, Auditing, Private Equity, Consolidation, GAAP, Forecasting, Internal Audit, Cash Flow, Finance, Analysis, Executive Management, Financial Analysis, Valuation
Education
University of Oklahoma 1985 — 1990
joint Bachelor/Master of Accountancy, Accounting
Vendor Resource Management February 2011 - Present
Fannie Mae January 2008 - November 2010
Hudson Advisors, LLC February 2004 - March 2007
CitiFinancial International January 2001 - January 2004
Associates First Capital Corporation - Treasury January 1998 - January 2001
Citibank - N January 1995 - January 1997
Deloitte & Touche January 1990 - January 1995
Skills
Accounting, Real Estate, Risk Management, Sarbanes-Oxley Act, Auditing, Private Equity, Consolidation, GAAP, Forecasting, Internal Audit, Cash Flow, Finance, Analysis, Executive Management, Financial Analysis, Valuation
Education
University of Oklahoma 1985 — 1990
joint Bachelor/Master of Accountancy, Accounting
Lynda Carter, CPA, CA's Deloitte & Touche Experience October 2008 - Present
Job Deloitte, Leader Accounting Services Group
Industry Accounting
Experience
WBN 2009 - Present
Deloitte & Touche October 2008 - Present
Scott, Rankin & Gardiner LLP January 2007 - October 2008
Scott, Rankin & Gardiner LLP, Chartered Accountants January 1997 - October 2008
Education
University of Ottawa 1994 — 1999
Honours B. Commerce, Accounting
WBN 2009 - Present
Deloitte & Touche October 2008 - Present
Scott, Rankin & Gardiner LLP January 2007 - October 2008
Scott, Rankin & Gardiner LLP, Chartered Accountants January 1997 - October 2008
Education
University of Ottawa 1994 — 1999
Honours B. Commerce, Accounting
Ying Gracie Gao Ying Gracie Gao's Deloitte & Touche Experience October 2004 - May 2007
Job Manager, Financial Control Compliance, Manulife Financial Corporation
Industry Financial Services
Experience
Manulife Financial July 2014 - Present
Ernst & Young September 2010 - September 2014
Protiviti May 2007 - March 2009
Deloitte & Touche October 2004 - May 2007
Skills
SAP ERP, Prokon, Model Audit Rule, Sarbanes-Oxley Act, Business Process..., Internal Controls, Internal Audit, Financial Risk, Operational Risk, Acquisition Integration, Risk Assessment
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
Master
Western University 2000 — 2004
Bachelor, Finance Admin & Economics
Manulife Financial July 2014 - Present
Ernst & Young September 2010 - September 2014
Protiviti May 2007 - March 2009
Deloitte & Touche October 2004 - May 2007
Skills
SAP ERP, Prokon, Model Audit Rule, Sarbanes-Oxley Act, Business Process..., Internal Controls, Internal Audit, Financial Risk, Operational Risk, Acquisition Integration, Risk Assessment
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
Master
Western University 2000 — 2004
Bachelor, Finance Admin & Economics
Rob Bartolo Rob Bartolo's Deloitte & Touche Experience November 1994 - March 1997
Job Investor, Director Crown Castle International
Industry Investment Management
Experience
Crown Castle February 2014 - Present
T. Rowe Price August 2002 - January 2014
MGM Resorts International March 1997 - July 2000
Deloitte & Touche November 1994 - March 1997
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Southern California 1990 — 1994
BS, Business/Accounting
Crown Castle February 2014 - Present
T. Rowe Price August 2002 - January 2014
MGM Resorts International March 1997 - July 2000
Deloitte & Touche November 1994 - March 1997
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Southern California 1990 — 1994
BS, Business/Accounting
Bernard (B. D.) Copping Bernard (B. D.) Copping's Deloitte & Touche Experience February 1993 - May 1997
Job State Tax Consulting
Industry Accounting
Experience
Copping State & Local Tax Consulting August 2013 - Present
Michigan Tax Tribunal February 2012 - June 2013
Copping State & Local Tax Consulting May 2009 - February 2012
Crowe Horwath LLP November 1999 - March 2009
State of Michigan June 1997 - October 1999
Deloitte & Touche February 1993 - May 1997
BellSouth June 1984 - September 1992
Touche Ross & Company February 1983 - June 1984
Skills
Tax, Corporate Tax, Income Tax, Tax Research, Sales Tax, CPA, Mergers & Acquisitions, State Tax, Restructuring, Tax Accounting, Internal Audit, Financial Planners, Auditing, Tax Law, International Tax
Education
Walsh College 1975 — 1978
MST, Taxation
University of Oregon 1966 — 1969
BBA, Finance
Copping State & Local Tax Consulting August 2013 - Present
Michigan Tax Tribunal February 2012 - June 2013
Copping State & Local Tax Consulting May 2009 - February 2012
Crowe Horwath LLP November 1999 - March 2009
State of Michigan June 1997 - October 1999
Deloitte & Touche February 1993 - May 1997
BellSouth June 1984 - September 1992
Touche Ross & Company February 1983 - June 1984
Skills
Tax, Corporate Tax, Income Tax, Tax Research, Sales Tax, CPA, Mergers & Acquisitions, State Tax, Restructuring, Tax Accounting, Internal Audit, Financial Planners, Auditing, Tax Law, International Tax
Education
Walsh College 1975 — 1978
MST, Taxation
University of Oregon 1966 — 1969
BBA, Finance
Ron Kelly Ron Kelly's Deloitte & Touche Experience 1992 - 1999
Job Ecommerce Leader specializing in Operations & Omnichannel
Industry Retail
Experience
Sears E-Commerce 2014 - 2014
Walgreens E-Commerce 2011 - 2013
drugstore.com 2006 - 2011
drugstore.com 2002 - 2006
drugstore.com 1999 - 2002
Deloitte & Touche 1992 - 1999
Skills
Multi-channel Retail, Customer Experience, Logistics Management, Transportation..., Customer Service, Procurement, Operations Management, Business Strategy, Vendor Management, E-commerce, Management, Program Management, Cross-functional Team..., Process Improvement, Forecasting, Change Management, Strategy, Merchandising, Team Leadership, Purchasing, Sales, Business Development, Analytics, Start-ups, Budgets, Inventory Management, Supply Chain, Supply Chain Management, Transportation, Logistics, Retail, P&L Management, Pricing, Financial Analysis, Multi-channel Marketing, Executive Management, Competitive Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 1988 — 1992
B.S. Accounting, Accounting & FInance
Sears E-Commerce 2014 - 2014
Walgreens E-Commerce 2011 - 2013
drugstore.com 2006 - 2011
drugstore.com 2002 - 2006
drugstore.com 1999 - 2002
Deloitte & Touche 1992 - 1999
Skills
Multi-channel Retail, Customer Experience, Logistics Management, Transportation..., Customer Service, Procurement, Operations Management, Business Strategy, Vendor Management, E-commerce, Management, Program Management, Cross-functional Team..., Process Improvement, Forecasting, Change Management, Strategy, Merchandising, Team Leadership, Purchasing, Sales, Business Development, Analytics, Start-ups, Budgets, Inventory Management, Supply Chain, Supply Chain Management, Transportation, Logistics, Retail, P&L Management, Pricing, Financial Analysis, Multi-channel Marketing, Executive Management, Competitive Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 1988 — 1992
B.S. Accounting, Accounting & FInance
Frank Portugais, CPA, CA Frank Portugais, CPA, CA's Deloitte & Touche Experience 1980 - 1982
Job Partner at Bennett Gold LLP
Industry Accounting
Experience
Bennett Gold LLP 2011 - Present
Music Niagara 1997 - 2012
Fuller Landau 1986 - 1994
IDRC September 1982 - August 1986
Deloitte & Touche 1980 - 1982
Winspear Higgins Stevenson & Company May 1977 - December 1979
Skills
Accounting, Auditing, Financial Reporting, Business Advisory, Internal Controls, Risk Management, Tax, IFRS, Financial Analysis, GAAP, Due Diligence, Income Tax, Assurance, Audit, Corporate Tax, ASPE, Personal Income Tax..., Corporate Tax Planning, Personal Tax Planning, Financial Accounting
Education
University of Ottawa 1973 — 1977
Bachelor of Commerce, B. Com.
Glebe Collegiate Institute 1969 — 1973
Bennett Gold LLP 2011 - Present
Music Niagara 1997 - 2012
Fuller Landau 1986 - 1994
IDRC September 1982 - August 1986
Deloitte & Touche 1980 - 1982
Winspear Higgins Stevenson & Company May 1977 - December 1979
Skills
Accounting, Auditing, Financial Reporting, Business Advisory, Internal Controls, Risk Management, Tax, IFRS, Financial Analysis, GAAP, Due Diligence, Income Tax, Assurance, Audit, Corporate Tax, ASPE, Personal Income Tax..., Corporate Tax Planning, Personal Tax Planning, Financial Accounting
Education
University of Ottawa 1973 — 1977
Bachelor of Commerce, B. Com.
Glebe Collegiate Institute 1969 — 1973
Elisabeth KELLE-COPTI Elisabeth KELLE-COPTI's Deloitte & Touche Experience 1998 - 2000
Job Directrice/Manager Services des ressources humaines, Services aux affectations à l’étranger chez PwC
Industry Legal Services
Experience
PwC February 2012 - Present
Deloitte (Taj) March 2007 - July 2011
Ernst & Young 2000 - 2007
Deloitte & Touche 1998 - 2000
Skills
Expatriate Management, Employment Law, Global Mobility, Employee Benefits, Management, Coaching, Tax, Income Tax, Tax Advisory, International Tax, Tax Law, Restructuring, Project Planning, Due Diligence, Program Management, Legal Advice, Change Management, Expatriate Tax, Impôt, Avantages sociaux, Impôt sur le revenu, Impôts internationaux, Droit du travail
Education
University of Paris I: Panthéon-Sorbonne 1989 — 1995
DESS, Business & Tax law
Université de Paris I Panthéon-Sorbonne
Magistère de droit des activités économiques
PwC February 2012 - Present
Deloitte (Taj) March 2007 - July 2011
Ernst & Young 2000 - 2007
Deloitte & Touche 1998 - 2000
Skills
Expatriate Management, Employment Law, Global Mobility, Employee Benefits, Management, Coaching, Tax, Income Tax, Tax Advisory, International Tax, Tax Law, Restructuring, Project Planning, Due Diligence, Program Management, Legal Advice, Change Management, Expatriate Tax, Impôt, Avantages sociaux, Impôt sur le revenu, Impôts internationaux, Droit du travail
Education
University of Paris I: Panthéon-Sorbonne 1989 — 1995
DESS, Business & Tax law
Université de Paris I Panthéon-Sorbonne
Magistère de droit des activités économiques
Renee (Bartley) Stepnick, CPA's Deloitte & Touche Experience June 2008 - August 2008
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte September 2009 - Present
Deloitte & Touche June 2008 - August 2008
YMCA August 2007 - April 2008
University of Pittsburgh Infant and Toddler Development Center January 2006 - August 2007
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Microsoft Excel, Internal Controls, US GAAP
Education
University of Pittsburgh 2005 — 2009
BSBA, Accounting, Japanese Language and Literature
Deloitte September 2009 - Present
Deloitte & Touche June 2008 - August 2008
YMCA August 2007 - April 2008
University of Pittsburgh Infant and Toddler Development Center January 2006 - August 2007
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Microsoft Excel, Internal Controls, US GAAP
Education
University of Pittsburgh 2005 — 2009
BSBA, Accounting, Japanese Language and Literature
Robert Schapperle Robert Schapperle's Deloitte & Touche Experience June 1966 - June 2009
Job Owner, RFS Consulting
Industry Accounting
Experience
RFS Consulting January 2010 - Present
Loscalzo Associates 2010 - Present
Deloitte & Touche June 1966 - June 2009
Wharton Business School September 1979 - June 1981
LaSalle University September 1969 - June 1970
Skills
SEC filings, Financial Reporting, Accounting, Due Diligence, Financial Analysis, Auditing, Financial Modeling, Mergers, Strategic Financial..., Strategic Planning, Tax, Business Valuation
Education
University of Pennsylvania - The Wharton School 1968 — 1970
MBA, Finance
Villanova University 1965 — 1968
BBA, Accounting
RFS Consulting January 2010 - Present
Loscalzo Associates 2010 - Present
Deloitte & Touche June 1966 - June 2009
Wharton Business School September 1979 - June 1981
LaSalle University September 1969 - June 1970
Skills
SEC filings, Financial Reporting, Accounting, Due Diligence, Financial Analysis, Auditing, Financial Modeling, Mergers, Strategic Financial..., Strategic Planning, Tax, Business Valuation
Education
University of Pennsylvania - The Wharton School 1968 — 1970
MBA, Finance
Villanova University 1965 — 1968
BBA, Accounting
Clyde Brogdon Clyde Brogdon's Deloitte & Touche Experience 1987 - 1991
Job Planning and Analysis Professional
Industry Financial Services
Experience
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
American Express / Kelly Services 2010 - 2011
American Express August 2006 - January 2009
RSM McGladrey November 2005 - March 2006
American Express September 2002 - October 2005
Merrill Lynch May 1992 - November 2001
Deloitte & Touche 1987 - 1991
The Chase Manhattan Bank 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Management, Multinational Enterprises
University of Pennsylvania - The Wharton School
BS, Finance, Economics
Steve Fischer Steve Fischer's Deloitte & Touche Experience 1982 - 1989
Job Director Procurement Strategy at ColgatePalmolive Company
Industry Consumer Goods
Experience
Colgate-Palmolive Company 2008 - Present
ISM- New York 2005 - 2010
Colgate-Palmolive Company 2005 - 2007
Colgate Palmolive 1999 - 2004
Colgate-Palmolive Company 1996 - 1998
Colgate Palmolive 1989 - 1995
Deloitte & Touche 1982 - 1989
Skills
Responsible sourcing, Strategic Sourcing, Cross-functional Team..., Supply Chain Management, Procurement, Supply Management, Supply Chain, Strategy, Management, Negotiation, Sourcing, Inventory Management, Purchasing, Forecasting, Leadership, Global Sourcing, Lean Manufacturing, Spend Analysis, MRP, Process Improvement, Materials Management, Contract Negotiation, Logistics, ERP, Finance, Business Strategy, SAP, Budgets, Outsourcing, Strategic Planning, Change Management, Demand Planning, Manufacturing, Supply Chain..., FMCG
Education
University of Pennsylvania - The Wharton School 1978 — 1982
B.S. Economics, Finance and Accounting
Colgate-Palmolive Company 2008 - Present
ISM- New York 2005 - 2010
Colgate-Palmolive Company 2005 - 2007
Colgate Palmolive 1999 - 2004
Colgate-Palmolive Company 1996 - 1998
Colgate Palmolive 1989 - 1995
Deloitte & Touche 1982 - 1989
Skills
Responsible sourcing, Strategic Sourcing, Cross-functional Team..., Supply Chain Management, Procurement, Supply Management, Supply Chain, Strategy, Management, Negotiation, Sourcing, Inventory Management, Purchasing, Forecasting, Leadership, Global Sourcing, Lean Manufacturing, Spend Analysis, MRP, Process Improvement, Materials Management, Contract Negotiation, Logistics, ERP, Finance, Business Strategy, SAP, Budgets, Outsourcing, Strategic Planning, Change Management, Demand Planning, Manufacturing, Supply Chain..., FMCG
Education
University of Pennsylvania - The Wharton School 1978 — 1982
B.S. Economics, Finance and Accounting
Dylan Hack Dylan Hack's Deloitte & Touche Experience October 2010 - June 2012
Job
Industry Information Technology and Services
Experience
Deloitte & Touche October 2010 - June 2012
Paramount Pictures February 2010 - December 2010
National Semiconductor January 2010 - January 2010
Sodexo November 2009 - December 2009
Warner Chilcott October 2009 - October 2009
Paramount Pictures August 2009 - September 2009
National Semiconductor July 2009 - July 2009
Roche 2006 - 2009
Fox Technologies February 2006 - October 2006
PCI January 2005 - February 2006
Skills
SAP GRC 10.0, SAP, Project Implementation, Compliance Management, ABAP
Education
University of Phoenix 2002 — 2007
B.S.IT
Deloitte & Touche October 2010 - June 2012
Paramount Pictures February 2010 - December 2010
National Semiconductor January 2010 - January 2010
Sodexo November 2009 - December 2009
Warner Chilcott October 2009 - October 2009
Paramount Pictures August 2009 - September 2009
National Semiconductor July 2009 - July 2009
Roche 2006 - 2009
Fox Technologies February 2006 - October 2006
PCI January 2005 - February 2006
Skills
SAP GRC 10.0, SAP, Project Implementation, Compliance Management, ABAP
Education
University of Phoenix 2002 — 2007
B.S.IT
Sal Macera Sal Macera's Deloitte & Touche Experience 1998 - 1999
Job Product Mangement, Marketing, Strategy, Business Development. Current focus on Cable TV Video products and Settops .
Industry Telecommunications
Experience
Verizon March 2010 - Present
Motorola December 1999 - December 2009
Deloitte & Touche 1998 - 1999
C&D Technologies 1995 - 1998
Lockheed Martin 1990 - 1995
Skills
Product Management, Product Marketing, Product Development, Enterprise Software, Business Development, Management, Team Leadership, Marketing, Manufacturing, Engineering, Broadband, Cross-functional Team..., Wireless, Telecommunications, Product Lifecycle...
Education
Villanova University 1990 — 1994
MBA, Marketing / General
Widener University 1987 — 1990
MS Engineering, Mechanical Engineering
University of Pennsylvania 1981 — 1985
BSE, Mechanical Engineering
Verizon March 2010 - Present
Motorola December 1999 - December 2009
Deloitte & Touche 1998 - 1999
C&D Technologies 1995 - 1998
Lockheed Martin 1990 - 1995
Skills
Product Management, Product Marketing, Product Development, Enterprise Software, Business Development, Management, Team Leadership, Marketing, Manufacturing, Engineering, Broadband, Cross-functional Team..., Wireless, Telecommunications, Product Lifecycle...
Education
Villanova University 1990 — 1994
MBA, Marketing / General
Widener University 1987 — 1990
MS Engineering, Mechanical Engineering
University of Pennsylvania 1981 — 1985
BSE, Mechanical Engineering
Mathieu Laroche, ing.'s Deloitte & Touche Experience May 2006 - August 2006
Job Test Engineer
Industry Electrical/Electronic Manufacturing
Experience
Averna May 2007 - Present
Deloitte & Touche May 2006 - August 2006
BelAir Networks January 2005 - December 2005
Canadian International Development Agency May 2004 - August 2004
Skills
TestStand, C#, .NET, C, Object Oriented Design, User Interface, Labview, Test Automation, Technical Documentation, Test Stand, Software Engineering, Software Design, Embedded Systems, Software Development, Automation, Testing, Integration, LabVIEW
Education
University of Ottawa / Université d'Ottawa 2002 — 2006
BASc, Computer Engineering
Averna May 2007 - Present
Deloitte & Touche May 2006 - August 2006
BelAir Networks January 2005 - December 2005
Canadian International Development Agency May 2004 - August 2004
Skills
TestStand, C#, .NET, C, Object Oriented Design, User Interface, Labview, Test Automation, Technical Documentation, Test Stand, Software Engineering, Software Design, Embedded Systems, Software Development, Automation, Testing, Integration, LabVIEW
Education
University of Ottawa / Université d'Ottawa 2002 — 2006
BASc, Computer Engineering
Rachel Strittmatter, CPA Rachel Strittmatter, CPA's Deloitte & Touche Experience June 2014 - Present
Job Audit Senior at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche June 2014 - Present
Deloitte & Touche September 2013 - June 2014
Deloitte & Touche August 2011 - September 2013
Skills
Team Leadership, Event Management, Public Speaking, Quantitative Analytics, Budget, Supervising, Organization, Microsoft Office, Spanish, Budgets, Financial Analysis
Education
University of Pittsburgh 2007 — 2011
Bachelor's degree, Accounting
Deloitte & Touche June 2014 - Present
Deloitte & Touche September 2013 - June 2014
Deloitte & Touche August 2011 - September 2013
Skills
Team Leadership, Event Management, Public Speaking, Quantitative Analytics, Budget, Supervising, Organization, Microsoft Office, Spanish, Budgets, Financial Analysis
Education
University of Pittsburgh 2007 — 2011
Bachelor's degree, Accounting
Lisa Withum Lisa Withum's Deloitte & Touche Experience May 2012 - Present
Job Audit Manager at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche May 2012 - Present
Deloitte January 2011 - April 2012
Deloitte & Touche January 2007 - December 2010
Education
University of Pittsburgh 2003 — 2006
Bachelor's degree, Accounting
Deloitte & Touche May 2012 - Present
Deloitte January 2011 - April 2012
Deloitte & Touche January 2007 - December 2010
Education
University of Pittsburgh 2003 — 2006
Bachelor's degree, Accounting
Erik Eide Erik Eide's Deloitte & Touche Experience September 1994 - October 1995
Job Community Sales Manager at DR Horton
Industry Real Estate
Experience
DR Horton May 2011 - Present
John L. Scott Real Estate December 2009 - May 2011
The Talon Group October 2008 - December 2009
John L Scott Real Estate October 1997 - October 2008
Andersen Consulting October 1995 - September 1997
Deloitte & Touche September 1994 - October 1995
The Boeing Company - Defense & Space Group June 1993 - August 1993
Skills
First Time Home Buyers, Sellers, Real Estate, Buyer Representation, Real Estate Transactions, Selling, New Homes, Property, Negotiation, Single Family Homes, Construction, REO, Real Estate Economics, Residential Homes, Marketing, Escrow, Sales, Condos, New Home Sales
Education
University of Puget Sound 1990 — 1994
BA, Business Leadership Program, Businees Administration, Accounting
DR Horton May 2011 - Present
John L. Scott Real Estate December 2009 - May 2011
The Talon Group October 2008 - December 2009
John L Scott Real Estate October 1997 - October 2008
Andersen Consulting October 1995 - September 1997
Deloitte & Touche September 1994 - October 1995
The Boeing Company - Defense & Space Group June 1993 - August 1993
Skills
First Time Home Buyers, Sellers, Real Estate, Buyer Representation, Real Estate Transactions, Selling, New Homes, Property, Negotiation, Single Family Homes, Construction, REO, Real Estate Economics, Residential Homes, Marketing, Escrow, Sales, Condos, New Home Sales
Education
University of Puget Sound 1990 — 1994
BA, Business Leadership Program, Businees Administration, Accounting
Erin Gohari, CPA Erin Gohari, CPA's Deloitte & Touche Experience August 2009 - November 2010
Job Manager of Financial Planning & Analysis at Dick's Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods January 2015 - Present
Dick's Sporting Goods June 2011 - January 2015
Danieli Corporation November 2010 - May 2011
Deloitte & Touche August 2009 - November 2010
Deloitte & Touche October 2006 - August 2009
Louis Plung & Company January 2005 - October 2006
Education
University of Pittsburgh 1999 — 2003
DICK'S Sporting Goods January 2015 - Present
Dick's Sporting Goods June 2011 - January 2015
Danieli Corporation November 2010 - May 2011
Deloitte & Touche August 2009 - November 2010
Deloitte & Touche October 2006 - August 2009
Louis Plung & Company January 2005 - October 2006
Education
University of Pittsburgh 1999 — 2003
Michael A. Waldman, CEBS Michael A. Waldman, CEBS's Deloitte & Touche Experience 2002 - 2003
Job
Industry Insurance
Experience
Waldman Bros July 2003 - Present
Deloitte & Touche 2002 - 2003
AXA Financial 2001 - 2001
Skills
Employee Benefits Design, Health Insurance, Insurance, Disability Insurance, Dental Insurance, Discount Benefits, Voluntary Employee..., Employee Benefits, Wellness, 401k, Retirement Plan..., Vision Insurance, Medicare, HRIS, Payroll, Payroll Services, Management Consulting, Workers Compensation, Team Building, Brokers, Cold Calling, Health Savings Accounts, Retirement Planning, Long-term Care, Deferred Compensation, Healthcare, Health Care Reform, Executive Pay, Life Insurance, Property & Casualty..., Defined Benefit, Onboarding, Underwriting, Strategic Planning, Consulting, Sales, Marketing, Public Speaking, New Business Development, Leadership, Due Diligence, Customer Service
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS Economics
Waldman Bros July 2003 - Present
Deloitte & Touche 2002 - 2003
AXA Financial 2001 - 2001
Skills
Employee Benefits Design, Health Insurance, Insurance, Disability Insurance, Dental Insurance, Discount Benefits, Voluntary Employee..., Employee Benefits, Wellness, 401k, Retirement Plan..., Vision Insurance, Medicare, HRIS, Payroll, Payroll Services, Management Consulting, Workers Compensation, Team Building, Brokers, Cold Calling, Health Savings Accounts, Retirement Planning, Long-term Care, Deferred Compensation, Healthcare, Health Care Reform, Executive Pay, Life Insurance, Property & Casualty..., Defined Benefit, Onboarding, Underwriting, Strategic Planning, Consulting, Sales, Marketing, Public Speaking, New Business Development, Leadership, Due Diligence, Customer Service
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS Economics
Steve Weisser Steve Weisser's Deloitte & Touche Experience August 1999 - April 2002
Job Real Estate Analyst / Investor
Industry Real Estate
Experience
Self Employed Real Estate Investor January 2013 - Present
American Electric Power February 2012 - July 2012
Department of Veterans Affairs August 2009 - July 2011
City of Tulsa August 2007 - September 2008
TEKsystems August 2004 - August 2007
Tek Systems August 2004 - July 2005
Weisser Network Services (aka - S&S Cabling) April 2002 - August 2004
Deloitte & Touche August 1999 - April 2002
Tech Source Personnel July 1998 - March 1999
United States Air Force April 1993 - June 1998
Skills
Security, Troubleshooting, Software Installation, Hardware, Active Directory
Education
Armando Montelongo Real Estate Training 2013 — 2013
How to buy Real Estate in any Economy
University of Phoenix 2001 — 2003
BA, Information Technology
Self Employed Real Estate Investor January 2013 - Present
American Electric Power February 2012 - July 2012
Department of Veterans Affairs August 2009 - July 2011
City of Tulsa August 2007 - September 2008
TEKsystems August 2004 - August 2007
Tek Systems August 2004 - July 2005
Weisser Network Services (aka - S&S Cabling) April 2002 - August 2004
Deloitte & Touche August 1999 - April 2002
Tech Source Personnel July 1998 - March 1999
United States Air Force April 1993 - June 1998
Skills
Security, Troubleshooting, Software Installation, Hardware, Active Directory
Education
Armando Montelongo Real Estate Training 2013 — 2013
How to buy Real Estate in any Economy
University of Phoenix 2001 — 2003
BA, Information Technology
Patrick Meadows Patrick Meadows's Deloitte & Touche Experience June 2006 - November 2010
Job at
Industry Management Consulting
Experience
Townsend Farms Inc January 2015 - Present
Rentrak October 2014 - December 2014
Intel Corporation August 2012 - May 2014
Platt Electric Supply November 2010 - August 2012
Deloitte & Touche June 2006 - November 2010
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2007
Master's degree, Accounting
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Science (BS), Accounting
Townsend Farms Inc January 2015 - Present
Rentrak October 2014 - December 2014
Intel Corporation August 2012 - May 2014
Platt Electric Supply November 2010 - August 2012
Deloitte & Touche June 2006 - November 2010
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2007
Master's degree, Accounting
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Science (BS), Accounting
Laurine Johnson Laurine Johnson's Deloitte & Touche Experience 1998 - 2003
Job Senior HIM Consultant at Ingenix
Industry Hospital & Health Care
Experience
AHIMA 1981 - Present
Ingenix January 2010 - January 2014
Ingenix Consulting December 2008 - December 2009
Ingenix, a UnitedHealth Group Company March 2006 - December 2008
MedComm Solutions September 2005 - February 2006
Kforce October 2003 - August 2005
Deloitte September 1998 - October 2003
Deloitte & Touche 1998 - 2003
McGraw-Hill Healthcare Mgt Group 1990 - 1992
Skills
Healthcare, Medical Coding, Revenue Cycle, Healthcare Consulting, Healthcare Information..., HIPAA, EMR, ICD-10, Auditing, Health Information..., Medicare, Process Improvement, EHR, ICD-9
Education
University of Pittsburgh 1977 — 1988
MS, Healthcare Information Systems
Freeport Senior High School
AHIMA 1981 - Present
Ingenix January 2010 - January 2014
Ingenix Consulting December 2008 - December 2009
Ingenix, a UnitedHealth Group Company March 2006 - December 2008
MedComm Solutions September 2005 - February 2006
Kforce October 2003 - August 2005
Deloitte September 1998 - October 2003
Deloitte & Touche 1998 - 2003
McGraw-Hill Healthcare Mgt Group 1990 - 1992
Skills
Healthcare, Medical Coding, Revenue Cycle, Healthcare Consulting, Healthcare Information..., HIPAA, EMR, ICD-10, Auditing, Health Information..., Medicare, Process Improvement, EHR, ICD-9
Education
University of Pittsburgh 1977 — 1988
MS, Healthcare Information Systems
Freeport Senior High School
Mike Gerrity's Deloitte & Touche Experience 1993 - 1994
Job
Industry Internet
Experience
Productivity Advisors June 2014 - Present
WrkFlo January 2014 - Present
Concept Worldwide LLC 2001 - Present
Rofo 2009 - 2011
MOEO 2000 - 2001
Concept Furniture Resources 1998 - 2001
Turnkey Office Solutions 1994 - 1998
Deloitte & Touche 1993 - 1994
Skills
Financial Modeling, Business Planning, Russian, Start-ups, International Market..., Management, Product Development, Due Diligence, Business Development, Business Strategy, Cloud Computing, CRM, International Business, Brand Development, Real Estate, Mobile Applications
Education
University of Pennsylvania 1988 — 1992
BSE, Wharton School, Entrepreneurial Managment
Productivity Advisors June 2014 - Present
WrkFlo January 2014 - Present
Concept Worldwide LLC 2001 - Present
Rofo 2009 - 2011
MOEO 2000 - 2001
Concept Furniture Resources 1998 - 2001
Turnkey Office Solutions 1994 - 1998
Deloitte & Touche 1993 - 1994
Skills
Financial Modeling, Business Planning, Russian, Start-ups, International Market..., Management, Product Development, Due Diligence, Business Development, Business Strategy, Cloud Computing, CRM, International Business, Brand Development, Real Estate, Mobile Applications
Education
University of Pennsylvania 1988 — 1992
BSE, Wharton School, Entrepreneurial Managment
Nikolai Martchenkov, CPA, CA Nikolai Martchenkov, CPA, CA's Deloitte & Touche Experience January 2011 - September 2012
Job Controller at Prime Choice Auto Parts
Industry Accounting
Experience
Prime Choice Auto Parts June 2015 - Present
Prime Choice Auto Parts September 2014 - June 2015
Ginsberg Gluzman Fage & Levitz, LLP January 2013 - July 2014
Classic Theatre Festival September 2013 - February 2014
Deloitte & Touche January 2011 - September 2012
Skills
Income Tax, Internal Controls, Financial Reporting, Accounting, Tax, Auditing, Canadian GAAP, Assurance, Tax Preparation, IFRS, GAAP
Education
University of Ottawa / Université d'Ottawa 2004 — 2009
Bcom, Accounting, CO-OP Option
Prime Choice Auto Parts June 2015 - Present
Prime Choice Auto Parts September 2014 - June 2015
Ginsberg Gluzman Fage & Levitz, LLP January 2013 - July 2014
Classic Theatre Festival September 2013 - February 2014
Deloitte & Touche January 2011 - September 2012
Skills
Income Tax, Internal Controls, Financial Reporting, Accounting, Tax, Auditing, Canadian GAAP, Assurance, Tax Preparation, IFRS, GAAP
Education
University of Ottawa / Université d'Ottawa 2004 — 2009
Bcom, Accounting, CO-OP Option
Timothy Sandage's Deloitte & Touche Experience April 2011 - January 2013
Job Senior Risk & Compliance Strategist at Amazon Web Services
Industry Computer & Network Security
Experience
Amazon Web Services January 2013 - Present
ISACA, Puget Sound Chapter May 2012 - May 2015
Deloitte & Touche April 2011 - January 2013
US Air Force/Air National Guard July 1986 - February 2012
SecureInfo May 2010 - April 2011
Premera Blue Cross March 2008 - June 2010
Camp Rosenbaum 1999 - July 2009
Nordstrom March 2007 - March 2008
Oregon Air National Guard February 1998 - March 2007
ISSA September 2000 - September 2004
Skills
Security, Information Security..., Business Continuity, Cloud Computing, Risk Management, Risk Assessment, Governance, Disaster Recovery, Information Security, Network Security, PCI DSS, Computer Security, Military, Vulnerability Management, Security Management, Information Assurance, CISSP, Vulnerability Assessment, Leadership, IT Management, FISMA, Firewalls, Program Management, Training, Process Improvement, Information Technology, Data Privacy, Cloud Security, Enterprise Risk..., IT Audit, ISO 27001, Business Continuity..., Identity Management, Penetration Testing, Computer Forensics, DLP, IT Risk Management, CISA, CISM, COBIT, Military Experience, Application Security, Data Security, Security Audits, Security Policy, Security Awareness
Education
University of Phoenix 2005 — 2008
BSIT
Amazon Web Services January 2013 - Present
ISACA, Puget Sound Chapter May 2012 - May 2015
Deloitte & Touche April 2011 - January 2013
US Air Force/Air National Guard July 1986 - February 2012
SecureInfo May 2010 - April 2011
Premera Blue Cross March 2008 - June 2010
Camp Rosenbaum 1999 - July 2009
Nordstrom March 2007 - March 2008
Oregon Air National Guard February 1998 - March 2007
ISSA September 2000 - September 2004
Skills
Security, Information Security..., Business Continuity, Cloud Computing, Risk Management, Risk Assessment, Governance, Disaster Recovery, Information Security, Network Security, PCI DSS, Computer Security, Military, Vulnerability Management, Security Management, Information Assurance, CISSP, Vulnerability Assessment, Leadership, IT Management, FISMA, Firewalls, Program Management, Training, Process Improvement, Information Technology, Data Privacy, Cloud Security, Enterprise Risk..., IT Audit, ISO 27001, Business Continuity..., Identity Management, Penetration Testing, Computer Forensics, DLP, IT Risk Management, CISA, CISM, COBIT, Military Experience, Application Security, Data Security, Security Audits, Security Policy, Security Awareness
Education
University of Phoenix 2005 — 2008
BSIT
Lyndsey McAlister, CPA Lyndsey McAlister, CPA's Deloitte & Touche Experience September 2006 - June 2012
Job Audit Senior Manager at Deloitte & Touche, LLP
Industry Accounting
Experience
Deloitte & Touche, LLP August 2014 - Present
Deloitte June 2012 - June 2014
Deloitte & Touche September 2006 - June 2012
Skills
Accounting, Sarbanes-Oxley Act, Financial Audits, Auditing, US GAAP, Internal Controls, GAAP, External Audit
Education
University of Oklahoma 2001 — 2006
Bachelor of Business Administration and Masters of Accountancy
Deloitte & Touche, LLP August 2014 - Present
Deloitte June 2012 - June 2014
Deloitte & Touche September 2006 - June 2012
Skills
Accounting, Sarbanes-Oxley Act, Financial Audits, Auditing, US GAAP, Internal Controls, GAAP, External Audit
Education
University of Oklahoma 2001 — 2006
Bachelor of Business Administration and Masters of Accountancy
Elizabeth Thuraisingham Elizabeth Thuraisingham's Deloitte & Touche Experience 2009 - 2011
Job Accounting & Auditing
Industry Accounting
Experience
Marriott International June 2015 - Present
SC&H Group 2012 - 2013
Deloitte & Touche 2009 - 2011
Skills
Internal Controls
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Marriott International June 2015 - Present
SC&H Group 2012 - 2013
Deloitte & Touche 2009 - 2011
Skills
Internal Controls
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Steve Lickus, CPA's Deloitte & Touche Experience September 2003 - September 2006
Job Vice President at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources January 2014 - Present
Robert Half April 2013 - December 2013
Robert Half Management Resources January 2008 - April 2013
PricewaterhouseCoopers September 2006 - December 2007
Deloitte & Touche September 2003 - September 2006
Skills
Accounting, Mergers & Acquisitions, Auditing, Due Diligence, Tax, Internal Audit, Training, Finance, Strategy, Financial Reporting, Project Management, Project Planning, Process Improvement, Corporate Finance, Operations Management, Mergers, Management, Sarbanes-Oxley Act, Business Analysis
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MSA, Accounting
University of Notre Dame - Mendoza College of Business 1998 — 2002
BS, Accounting
St. Rita
Robert Half Management Resources January 2014 - Present
Robert Half April 2013 - December 2013
Robert Half Management Resources January 2008 - April 2013
PricewaterhouseCoopers September 2006 - December 2007
Deloitte & Touche September 2003 - September 2006
Skills
Accounting, Mergers & Acquisitions, Auditing, Due Diligence, Tax, Internal Audit, Training, Finance, Strategy, Financial Reporting, Project Management, Project Planning, Process Improvement, Corporate Finance, Operations Management, Mergers, Management, Sarbanes-Oxley Act, Business Analysis
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MSA, Accounting
University of Notre Dame - Mendoza College of Business 1998 — 2002
BS, Accounting
St. Rita
Isabel Cartagena Isabel Cartagena's Deloitte & Touche Experience 1994 - 1995
Job Controller at Imprenta Cartagena Inc
Industry Printing
Experience
Imprenta Cartagena Inc January 2000 - Present
Heilig- Meyers 1995 - 2000
Deloitte & Touche 1994 - 1995
Deloitte & Touche 1993 - 1994
Skills
Strategic Planning, Tax, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Financial Reporting, Financial Accounting, Leadership, GAAP, Auditing
Education
University of Puerto Rico-Rio Piedras 1988 — 1993
Bachelor of Business Administration (BBA), Accounting, 4.0
Imprenta Cartagena Inc January 2000 - Present
Heilig- Meyers 1995 - 2000
Deloitte & Touche 1994 - 1995
Deloitte & Touche 1993 - 1994
Skills
Strategic Planning, Tax, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Financial Reporting, Financial Accounting, Leadership, GAAP, Auditing
Education
University of Puerto Rico-Rio Piedras 1988 — 1993
Bachelor of Business Administration (BBA), Accounting, 4.0
Curtis Smith, MBA's Deloitte & Touche Experience 2003 - 2004
Job Senior Functional Analyst at Rheem Manufacturing
Industry Financial Services
Experience
Rheem Manufacturing April 2014 - Present
NCR Corporation October 2012 - April 2014
Cbeyond October 2008 - September 2012
EMS Technologies May 2004 - February 2008
Deloitte & Touche 2003 - 2004
Skills
Oracle E-Business Suite, Inventory, Purchasing, Fixed Assets, Accounts Payable, General Ledger, Oracle Order Management, Accounts Receivable, Oracle Discoverer, Oracle BIEE, Vendor Management, Oracle Applications, Visio, Process Improvement
Education
University of Phoenix 2006 — 2008
MBA, Technology Management
Baruch College 1996 — 1998
B.B.A, Accounting
Rheem Manufacturing April 2014 - Present
NCR Corporation October 2012 - April 2014
Cbeyond October 2008 - September 2012
EMS Technologies May 2004 - February 2008
Deloitte & Touche 2003 - 2004
Skills
Oracle E-Business Suite, Inventory, Purchasing, Fixed Assets, Accounts Payable, General Ledger, Oracle Order Management, Accounts Receivable, Oracle Discoverer, Oracle BIEE, Vendor Management, Oracle Applications, Visio, Process Improvement
Education
University of Phoenix 2006 — 2008
MBA, Technology Management
Baruch College 1996 — 1998
B.B.A, Accounting
Angie Wai Angie Wai's Deloitte & Touche Experience June 2002 - Present
Job Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche June 2002 - Present
Skills
Accounting, Auditing, Financial Reporting, Corporate Tax, IFRS, Tax, Management, Internal Controls
Education
University of Ottawa 1998 — 2002
Bachelor of Commerce, Accounting
Deloitte & Touche June 2002 - Present
Skills
Accounting, Auditing, Financial Reporting, Corporate Tax, IFRS, Tax, Management, Internal Controls
Education
University of Ottawa 1998 — 2002
Bachelor of Commerce, Accounting
Nandi Siziba CA(SA)'s Deloitte & Touche Experience January 2013 - March 2013
Job Senior Associate Assurance PwC
Industry Accounting
Experience
PwC October 2014 - Present
Deloitte South Africa May 2013 - July 2014
Deloitte & Touche January 2013 - March 2013
Deloitte South Africa January 2010 - December 2012
Skills
Financial Accounting, Accounting, US GAAP, External Audit, Internal Controls, Auditing, Finance, Financial Reporting, VAT, Financial Analysis, Account Reconciliation, Financial Statements, Risk Management
Education
University of Pretoria/Universiteit van Pretoria 2005 — 2007
B.Com Accounting Sciences, Accounting
University of Pretoria/Universiteit van Pretoria 2008 — 2009
B.Com (Honours) Accounting Sciences, CTA
SAICA 2011 — 2011
SAICA Qualifying Exam (Board I)
IRBA 2012 — 2012
IRBA Public Practice Exam (Board II)
PwC October 2014 - Present
Deloitte South Africa May 2013 - July 2014
Deloitte & Touche January 2013 - March 2013
Deloitte South Africa January 2010 - December 2012
Skills
Financial Accounting, Accounting, US GAAP, External Audit, Internal Controls, Auditing, Finance, Financial Reporting, VAT, Financial Analysis, Account Reconciliation, Financial Statements, Risk Management
Education
University of Pretoria/Universiteit van Pretoria 2005 — 2007
B.Com Accounting Sciences, Accounting
University of Pretoria/Universiteit van Pretoria 2008 — 2009
B.Com (Honours) Accounting Sciences, CTA
SAICA 2011 — 2011
SAICA Qualifying Exam (Board I)
IRBA 2012 — 2012
IRBA Public Practice Exam (Board II)
Cecelia Adams Cecelia Adams's Deloitte & Touche Experience June 1990 - May 1991
Job Owner/Manager at RSI Title
Industry Real Estate
Experience
RSI Title March 2006 - Present
United States Chamber of Commerce May 1997 - January 2002
Retail Industry Leaders Association (RILA) (formerly International Mass Retail Association) June 1992 - May 1997
U.S. House of Representatives September 1991 - June 1992
Deloitte & Touche June 1990 - May 1991
Education
University of Pittsburgh School of Law 1987 — 1990
J.D., Law
University of Pittsburgh 1981 — 1985
B.A., Economics, Finance
RSI Title March 2006 - Present
United States Chamber of Commerce May 1997 - January 2002
Retail Industry Leaders Association (RILA) (formerly International Mass Retail Association) June 1992 - May 1997
U.S. House of Representatives September 1991 - June 1992
Deloitte & Touche June 1990 - May 1991
Education
University of Pittsburgh School of Law 1987 — 1990
J.D., Law
University of Pittsburgh 1981 — 1985
B.A., Economics, Finance
Sandra Seymore, CPA's Deloitte & Touche Experience August 2007 - Present
Job Audit Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche August 2007 - Present
US Steel 2005 - 2007
Skills
GAAP, Internal Controls, US GAAP
Education
University of Pittsburgh 2003 — 2007
BSBA, Accounting
Deloitte & Touche August 2007 - Present
US Steel 2005 - 2007
Skills
GAAP, Internal Controls, US GAAP
Education
University of Pittsburgh 2003 — 2007
BSBA, Accounting
Dave Sherwood Dave Sherwood's Deloitte & Touche Experience September 1989 - April 1996
Job Sr. Tax Counsel at Microsoft
Industry Computer Software
Experience
Microsoft April 1996 - Present
Deloitte & Touche September 1989 - April 1996
Skills
Employee Benefits, Mergers, Mergers & Acquisitions, Tax, Deferred Compensation, Corporate Governance, Process Improvement, Strategic Planning, Accounting, Restructuring, Due Diligence, Sarbanes-Oxley Act, Auditing, International Tax, Corporate Tax, Financial Analysis, Financial Reporting
Education
University of Oregon School of Law 1986 — 1989
J.D.
University of Oregon - Charles H. Lundquist College of Business
MBA
University of Washington
B.A., Economics
Microsoft April 1996 - Present
Deloitte & Touche September 1989 - April 1996
Skills
Employee Benefits, Mergers, Mergers & Acquisitions, Tax, Deferred Compensation, Corporate Governance, Process Improvement, Strategic Planning, Accounting, Restructuring, Due Diligence, Sarbanes-Oxley Act, Auditing, International Tax, Corporate Tax, Financial Analysis, Financial Reporting
Education
University of Oregon School of Law 1986 — 1989
J.D.
University of Oregon - Charles H. Lundquist College of Business
MBA
University of Washington
B.A., Economics
Jeffrey Robb Jeffrey Robb's Deloitte & Touche Experience August 2007 - August 2010
Job Associate at Eckert Seamans
Industry Law Practice
Experience
Eckert Seamans July 2014 - Present
McGrail & Racunas, LLC October 2013 - July 2014
McGrail & Racunas, LLC June 2011 - October 2013
Deloitte & Touche August 2007 - August 2010
Skills
Auditing, Corporate Governance, Commercial Litigation, Finance, SEC filings, Tax, Mergers & Acquisitions, Corporate Tax, Sarbanes-Oxley Act, Internal Controls, CPA, Accounting, Financial Reporting, Income Tax, Financial Accounting, Financial Analysis
Education
University of Pittsburgh School of Law 2010 — 2013
JD
Villanova University 2003 — 2007
B.S., Accountancy
Eckert Seamans July 2014 - Present
McGrail & Racunas, LLC October 2013 - July 2014
McGrail & Racunas, LLC June 2011 - October 2013
Deloitte & Touche August 2007 - August 2010
Skills
Auditing, Corporate Governance, Commercial Litigation, Finance, SEC filings, Tax, Mergers & Acquisitions, Corporate Tax, Sarbanes-Oxley Act, Internal Controls, CPA, Accounting, Financial Reporting, Income Tax, Financial Accounting, Financial Analysis
Education
University of Pittsburgh School of Law 2010 — 2013
JD
Villanova University 2003 — 2007
B.S., Accountancy
Aran Nathanson - 马 闯 Aran Nathanson - 马 闯's Deloitte & Touche Experience February 2000 - August 2004
Job QlikView Collaborative Analytics
Industry Computer Software
Experience
Qlik January 2015 - Present
Syntes Srl January 2009 - Present
Virtus Emptor January 2005 - November 2008
Deloitte & Touche February 2000 - August 2004
Janus Enterprise International January 1999 - January 2000
ENI June 1996 - January 1999
ENI July 1993 - June 1996
Henry Schein March 1990 - June 1991
Skills
Business Intelligence, International Business, Marketing Strategy, Product Marketing, Business Development, Management, Analytics, Pricing, Marketing, English, Sales, Fluent English, NPrinting, Mandarin, Channel Partners, Management Consulting, SaaS, Strategic Marketing, Fluent Italian, IT Strategy, Strategic Partnerships, Solution Selling, Good Spanish, Telecommunications, Channel Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance/International Business
University of Pennsylvania 1982 — 1987
BA, Biology
Milton Academy 1978 — 1982
Highschool
Qlik January 2015 - Present
Syntes Srl January 2009 - Present
Virtus Emptor January 2005 - November 2008
Deloitte & Touche February 2000 - August 2004
Janus Enterprise International January 1999 - January 2000
ENI June 1996 - January 1999
ENI July 1993 - June 1996
Henry Schein March 1990 - June 1991
Skills
Business Intelligence, International Business, Marketing Strategy, Product Marketing, Business Development, Management, Analytics, Pricing, Marketing, English, Sales, Fluent English, NPrinting, Mandarin, Channel Partners, Management Consulting, SaaS, Strategic Marketing, Fluent Italian, IT Strategy, Strategic Partnerships, Solution Selling, Good Spanish, Telecommunications, Channel Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance/International Business
University of Pennsylvania 1982 — 1987
BA, Biology
Milton Academy 1978 — 1982
Highschool
Dana Michael's Deloitte & Touche Experience 1985 - 1994
Job Senior Operational Risk Manager at Swiss Re
Industry Insurance
Experience
Swiss Re 2003 - Present
Ernst & Young 1994 - 2002
Deloitte & Touche 1985 - 1994
Price Waterhouse Coopers 1983 - 1984
Skills
M&A due diligence, Risk Management, Mergers & Acquisitions, Due Diligence, Enterprise Risk..., Financial Modeling, Insurance, Financial Analysis, Mergers, Underwriting, Private Equity, Internal Controls
Education
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Accounting / Management
Fairview High School 1974 — 1978
Swiss Re 2003 - Present
Ernst & Young 1994 - 2002
Deloitte & Touche 1985 - 1994
Price Waterhouse Coopers 1983 - 1984
Skills
M&A due diligence, Risk Management, Mergers & Acquisitions, Due Diligence, Enterprise Risk..., Financial Modeling, Insurance, Financial Analysis, Mergers, Underwriting, Private Equity, Internal Controls
Education
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Accounting / Management
Fairview High School 1974 — 1978
Regina Dougherty Regina Dougherty's Deloitte & Touche Experience November 2002 - May 2005
Job CPA
Industry Airlines/Aviation
Experience
Delta Air Lines August 2014 - Present
Delta Air Lines September 2013 - August 2014
Delta Air Lines August 2012 - August 2013
Delta Air Lines July 2010 - August 2012
Delta Air Lines February 2009 - July 2010
Forrer & Associates January 2006 - February 2009
Delta Air Lines May 2005 - January 2006
Deloitte & Touche November 2002 - May 2005
Skills
Sarbanes-Oxley Act, SEC filings, Accounting, Financial Reporting, CPA, Hyperion Enterprise, Auditing, Essbase, Consolidation, Sarbanes-Oxley, SAP, Variance Analysis, General Ledger, Financial Accounting, External Audit, GAAP, US GAAP, Cash Flow, Financial Statements, Internal Controls, SEC Filings
Education
University of Pittsburgh 1998 — 2002
BSBA, Accounting
Delta Air Lines August 2014 - Present
Delta Air Lines September 2013 - August 2014
Delta Air Lines August 2012 - August 2013
Delta Air Lines July 2010 - August 2012
Delta Air Lines February 2009 - July 2010
Forrer & Associates January 2006 - February 2009
Delta Air Lines May 2005 - January 2006
Deloitte & Touche November 2002 - May 2005
Skills
Sarbanes-Oxley Act, SEC filings, Accounting, Financial Reporting, CPA, Hyperion Enterprise, Auditing, Essbase, Consolidation, Sarbanes-Oxley, SAP, Variance Analysis, General Ledger, Financial Accounting, External Audit, GAAP, US GAAP, Cash Flow, Financial Statements, Internal Controls, SEC Filings
Education
University of Pittsburgh 1998 — 2002
BSBA, Accounting
Randi Shaw's Deloitte & Touche Experience 1993 - 1997
Job Business Development at Bookminders
Industry Accounting
Experience
Bookminders September 2015 - Present
Bookminders September 2013 - September 2015
dbMotion (now Allscripts) May 2012 - September 2013
Bookminders Inc July 2004 - May 2012
HOLT Value Associates 1998 - 2000
General Instrument 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Auditing, Internal Controls, Financial Analysis, Financial Accounting, Financial Statements, Journal Entries, Revenue Recognition, Accounts Payable, Accruals, Bank Reconciliation, Bookkeeping, Variance Analysis, Balance, Small Business, Strategic Planning, Invoicing, Expenses, Year End Accounts, Cash Flow, Budgets, Quality Assurance, Accounting, Financial Reporting, Leadership, Public Speaking, QuickBooks, General Ledger
Education
New York University - Leonard N. Stern School of Business 1993 — 1999
MBA, Accounting
University of Pennsylvania 1988 — 1992
BA, History
Berkeley Preparatory School 1979 — 1988
Bookminders September 2015 - Present
Bookminders September 2013 - September 2015
dbMotion (now Allscripts) May 2012 - September 2013
Bookminders Inc July 2004 - May 2012
HOLT Value Associates 1998 - 2000
General Instrument 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Auditing, Internal Controls, Financial Analysis, Financial Accounting, Financial Statements, Journal Entries, Revenue Recognition, Accounts Payable, Accruals, Bank Reconciliation, Bookkeeping, Variance Analysis, Balance, Small Business, Strategic Planning, Invoicing, Expenses, Year End Accounts, Cash Flow, Budgets, Quality Assurance, Accounting, Financial Reporting, Leadership, Public Speaking, QuickBooks, General Ledger
Education
New York University - Leonard N. Stern School of Business 1993 — 1999
MBA, Accounting
University of Pennsylvania 1988 — 1992
BA, History
Berkeley Preparatory School 1979 — 1988
Michael Awad Michael Awad's Deloitte & Touche Experience September 1993 - November 1995
Job Founder, Audit Leverage Software
Industry Computer Software
Experience
Audit Leverage Software January 1999 - Present
UFM May 1998 - December 1998
Rohm and Haas Co. November 1995 - May 1998
Deloitte & Touche September 1993 - November 1995
Skills
Internal Audit, Auditing, Risk Assessment, External Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Accounting, Risk Management, Financial Reporting, CPA, Project Management, Project Planning, Corporate Governance, Budgets, Financial Analysis, Business Process..., Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Accounting
Audit Leverage Software January 1999 - Present
UFM May 1998 - December 1998
Rohm and Haas Co. November 1995 - May 1998
Deloitte & Touche September 1993 - November 1995
Skills
Internal Audit, Auditing, Risk Assessment, External Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Accounting, Risk Management, Financial Reporting, CPA, Project Management, Project Planning, Corporate Governance, Budgets, Financial Analysis, Business Process..., Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Accounting
Dr. Manuel Torres's Deloitte & Touche Experience June 2015 - Present
Job Manager | Deloitte Advisory | Regulatory & Compliance
Industry Pharmaceuticals
Experience
Deloitte & Touche June 2015 - Present
Deloitte & Touche LLC. January 2013 - Present
Novartis Consumer Health - USA July 2012 - December 2012
Vertex Pharmaceuticals May 2010 - April 2012
Vertex Pharmaceuticals May 2010 - April 2012
Pfizer June 1999 - July 2010
Skills
GMP, Quality Systems, Quality Assurance, Compliance, Process Improvement, Validation, Pharmaceuticals, CAPA, cGMP, FDA, Six Sigma, Medical Devices, Document Management, 21 CFR Part 11, Change Management, Auditing, Computer System..., Risk Management, Team Leadership, ERP, Process Validation, Program Management, Strategic Planning, SDLC, SOX, Cross-functional Team..., Problem Solving, Team Building, Internal Audit, Sarbanes-Oxley Act, Pharmaceutical Industry, Quality System, V&V, Change Control, GxP, Management, Quality Management, GAMP, Sop, Regulatory Requirements, Business Process, Technology Transfer, Quality Auditing, SAP, LIMS, Quality Control, Leadership, Regulatory Affairs, Governance, Regulatory Submissions
Education
University of Phoenix 2005 — 2009
Doctor in Management IST, Information Technology / Information Systems
University of Phoenix 2001 — 2003
Master in Science, Computer Information Systems
University of Puerto Rico 1972 — 1978
Bachelor in Science, Biology
Deloitte & Touche June 2015 - Present
Deloitte & Touche LLC. January 2013 - Present
Novartis Consumer Health - USA July 2012 - December 2012
Vertex Pharmaceuticals May 2010 - April 2012
Vertex Pharmaceuticals May 2010 - April 2012
Pfizer June 1999 - July 2010
Skills
GMP, Quality Systems, Quality Assurance, Compliance, Process Improvement, Validation, Pharmaceuticals, CAPA, cGMP, FDA, Six Sigma, Medical Devices, Document Management, 21 CFR Part 11, Change Management, Auditing, Computer System..., Risk Management, Team Leadership, ERP, Process Validation, Program Management, Strategic Planning, SDLC, SOX, Cross-functional Team..., Problem Solving, Team Building, Internal Audit, Sarbanes-Oxley Act, Pharmaceutical Industry, Quality System, V&V, Change Control, GxP, Management, Quality Management, GAMP, Sop, Regulatory Requirements, Business Process, Technology Transfer, Quality Auditing, SAP, LIMS, Quality Control, Leadership, Regulatory Affairs, Governance, Regulatory Submissions
Education
University of Phoenix 2005 — 2009
Doctor in Management IST, Information Technology / Information Systems
University of Phoenix 2001 — 2003
Master in Science, Computer Information Systems
University of Puerto Rico 1972 — 1978
Bachelor in Science, Biology
Falguni Desai's Deloitte & Touche Experience 1996 - 1999
Job SVP, Strategic Planning & Innovation
Industry Venture Capital & Private Equity
Experience
Future Asia Ventures 2015 - Present
BDO 2013 - Present
Deloitte 2012 - 2013
Thomson Reuters 2010 - 2012
Thomson Reuters 2008 - 2012
Thomson Reuters 2004 - 2008
Thomson Reuters 2002 - 2004
IBM Mainspring 2000 - 2001
BNP Paribas 1999 - 2000
Deloitte & Touche 1996 - 1999
Skills
Strategic Planning, Mergers & Acquisitions, Market Research, Financial Modeling, Analytics, Investment Banking, Organizational Design, Financial Services, Acquisition Integration
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Finance and Accounting; Minor in Psychology
Future Asia Ventures 2015 - Present
BDO 2013 - Present
Deloitte 2012 - 2013
Thomson Reuters 2010 - 2012
Thomson Reuters 2008 - 2012
Thomson Reuters 2004 - 2008
Thomson Reuters 2002 - 2004
IBM Mainspring 2000 - 2001
BNP Paribas 1999 - 2000
Deloitte & Touche 1996 - 1999
Skills
Strategic Planning, Mergers & Acquisitions, Market Research, Financial Modeling, Analytics, Investment Banking, Organizational Design, Financial Services, Acquisition Integration
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Finance and Accounting; Minor in Psychology
Michele Clermont's Deloitte & Touche Experience 1999 - 2002
Job Consultant, Commodity Taxes
Industry Management Consulting
Experience
SNC-Lavalin May 2013 - Present
SNC-Lavalin May 2013 - Present
Bell January 2012 - April 2013
Commodity Tax Consulting November 2009 - April 2013
Bell Canada November 2009 - March 2011
Various Companies 2002 - 2008
Deloitte & Touche 1999 - 2002
Fonorola (now part of Rogers Telecommunications) September 1997 - February 1999
Deloitte 1995 - 1997
DACFO Publications Inc 1995 - 1995
Skills
SOX, Process Improvement
Education
University of Ottawa 1983 — 1987
LL.L, law
University of Ottawa / Université d'Ottawa 1979 — 1983
B.A Honours in Translation, translation
SNC-Lavalin May 2013 - Present
SNC-Lavalin May 2013 - Present
Bell January 2012 - April 2013
Commodity Tax Consulting November 2009 - April 2013
Bell Canada November 2009 - March 2011
Various Companies 2002 - 2008
Deloitte & Touche 1999 - 2002
Fonorola (now part of Rogers Telecommunications) September 1997 - February 1999
Deloitte 1995 - 1997
DACFO Publications Inc 1995 - 1995
Skills
SOX, Process Improvement
Education
University of Ottawa 1983 — 1987
LL.L, law
University of Ottawa / Université d'Ottawa 1979 — 1983
B.A Honours in Translation, translation
Katie Schmidt's Deloitte & Touche Experience September 2010 - April 2011
Job Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2010 - April 2011
Deloitte & Touche February 2007 - August 2010
Education
University of Notre Dame - Mendoza College of Business 1999 — 2003
Deloitte & Touche September 2010 - April 2011
Deloitte & Touche February 2007 - August 2010
Education
University of Notre Dame - Mendoza College of Business 1999 — 2003
Carlos Schmidt's Deloitte & Touche Experience 1998 - 2005
Job Global Head of Tax
Industry Investment Management
Experience
Ares Management September 2013 - Present
Ernst & Young June 2012 - September 2013
Deloitte Tax LLP June 2011 - May 2012
Highbridge Capital Management June 2008 - April 2011
Goldman Sachs June 2006 - April 2008
Deloitte & Touche 1998 - 2005
Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Hedge Funds, Corporate Finance, Mergers, Financial Analysis, Investment Banking, LBO, Investments, Financial Structuring, Venture Capital, Asset Managment, Alternative Investments, Equities, Restructuring, Financial Reporting, Corporate Development, Accounting, Asset Management, Capital Markets, Financial Services, Mergers, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
University of Southern California 1997 — 1998
Master's degree, Taxation
Ares Management September 2013 - Present
Ernst & Young June 2012 - September 2013
Deloitte Tax LLP June 2011 - May 2012
Highbridge Capital Management June 2008 - April 2011
Goldman Sachs June 2006 - April 2008
Deloitte & Touche 1998 - 2005
Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Hedge Funds, Corporate Finance, Mergers, Financial Analysis, Investment Banking, LBO, Investments, Financial Structuring, Venture Capital, Asset Managment, Alternative Investments, Equities, Restructuring, Financial Reporting, Corporate Development, Accounting, Asset Management, Capital Markets, Financial Services, Mergers, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
University of Southern California 1997 — 1998
Master's degree, Taxation
Lou Davis, CPA, CFSA, CGMA's Deloitte & Touche Experience 1986 - 1989
Job Senior Manager Audit at Hyde & Company CPAs PC
Industry Financial Services
Experience
Hyde & Company CPAs PC June 2010 - Present
Davis Financial Services March 2007 - Present
MMC Group 2008 - 2008
National energy Group, Inc. July 2006 - March 2007
Jefferson Wells January 2005 - June 2006
Accretive Solutions May 2003 - December 2004
Deloitte & Touche 1986 - 1989
Sunbelt Federal Savings & Loan 1986 - 1987
KPMG 1973 - 1978
Skills
Financial Reporting, Accounting, Internal Audit, Auditing, CPA, Financial Analysis, Enterprise Risk..., SEC filings, Financial Accounting, Acquisition Integration, Mergers, Risk Management, Due Diligence, Financial Risk, Finance, Mergers & Acquisitions, Banking, External Audit, Financial Audits, Internal Controls, Risk Assessment, SEC Filings
Education
University of Oklahoma 1969 — 1973
BBA, Accounting & Finance
Del City HS 1966 — 1969
Hyde & Company CPAs PC June 2010 - Present
Davis Financial Services March 2007 - Present
MMC Group 2008 - 2008
National energy Group, Inc. July 2006 - March 2007
Jefferson Wells January 2005 - June 2006
Accretive Solutions May 2003 - December 2004
Deloitte & Touche 1986 - 1989
Sunbelt Federal Savings & Loan 1986 - 1987
KPMG 1973 - 1978
Skills
Financial Reporting, Accounting, Internal Audit, Auditing, CPA, Financial Analysis, Enterprise Risk..., SEC filings, Financial Accounting, Acquisition Integration, Mergers, Risk Management, Due Diligence, Financial Risk, Finance, Mergers & Acquisitions, Banking, External Audit, Financial Audits, Internal Controls, Risk Assessment, SEC Filings
Education
University of Oklahoma 1969 — 1973
BBA, Accounting & Finance
Del City HS 1966 — 1969
David Mutryn's Deloitte & Touche Experience May 2002 - August 2002
Job VP Finance at SRA International
Industry Information Technology and Services
Experience
SRA International September 2014 - Present
SRA International July 2012 - September 2014
SRA International June 2011 - July 2012
SRA International September 2009 - June 2011
SRA International January 2009 - May 2011
SRA International January 2006 - November 2009
SRA International November 2004 - January 2006
PriceWaterhouseCoopers September 2003 - November 2004
Deloitte & Touche May 2002 - August 2002
Skills
Financial Modeling, Financial Analysis, Due Diligence, Forecasting, Accounting, Budgets, Analysis, Management, Investor Relations, Corporate Finance, Valuation, Mergers, Executive Management, Strategic Planning, Strategic Financial..., Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Virginia 1999 — 2003
BS, Commerce (Finance), Economics
Landon
SRA International September 2014 - Present
SRA International July 2012 - September 2014
SRA International June 2011 - July 2012
SRA International September 2009 - June 2011
SRA International January 2009 - May 2011
SRA International January 2006 - November 2009
SRA International November 2004 - January 2006
PriceWaterhouseCoopers September 2003 - November 2004
Deloitte & Touche May 2002 - August 2002
Skills
Financial Modeling, Financial Analysis, Due Diligence, Forecasting, Accounting, Budgets, Analysis, Management, Investor Relations, Corporate Finance, Valuation, Mergers, Executive Management, Strategic Planning, Strategic Financial..., Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Virginia 1999 — 2003
BS, Commerce (Finance), Economics
Landon
Nicole Dufresne-Baker's Deloitte & Touche Experience September 2006 - Present
Job Senior Manager ERS at Deloitte
Industry Management Consulting
Experience
Deloitte & Touche September 2006 - Present
Deloitte 2009 - 2010
Ottawa Chamber of Commerce 2007 - 2007
Ritchie Feed & Seed Inc. September 1994 - June 2006
Price Waterhouse 1988 - 1994
Skills
Internal Controls, Financial Reporting, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Treasury Management, Budgets, Finance, Managerial Finance, Financial Statements
Education
University of Ottawa / Université d'Ottawa 1983 — 1988
Bachelor of Commerce (B.Com.), Accounting
Deloitte & Touche September 2006 - Present
Deloitte 2009 - 2010
Ottawa Chamber of Commerce 2007 - 2007
Ritchie Feed & Seed Inc. September 1994 - June 2006
Price Waterhouse 1988 - 1994
Skills
Internal Controls, Financial Reporting, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Treasury Management, Budgets, Finance, Managerial Finance, Financial Statements
Education
University of Ottawa / Université d'Ottawa 1983 — 1988
Bachelor of Commerce (B.Com.), Accounting
Lana Smith's Deloitte & Touche Experience September 2002 - Present
Job Audit Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2002 - Present
Skills
Internal Controls, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, External Audit, CPA, Auditing, Financial Reporting, Internal Audit, Sarbanes-Oxley, Accounting, Big 4, Financial Analysis, Assurance, Revenue Recognition, Financial Accounting, Financial Statements
Education
University of Oregon 1998 — 2002
Masters, Accounting
University of Oregon - Charles H. Lundquist College of Business 1997 — 2002
Bachelor of Science (B.S.), Accounting
Deloitte & Touche September 2002 - Present
Skills
Internal Controls, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, External Audit, CPA, Auditing, Financial Reporting, Internal Audit, Sarbanes-Oxley, Accounting, Big 4, Financial Analysis, Assurance, Revenue Recognition, Financial Accounting, Financial Statements
Education
University of Oregon 1998 — 2002
Masters, Accounting
University of Oregon - Charles H. Lundquist College of Business 1997 — 2002
Bachelor of Science (B.S.), Accounting
Kerrie Wiebe's Deloitte & Touche Experience March 1999 - December 2000
Job Director of Finance and Administration at Kelly Santini LLP
Industry Accounting
Experience
Kelly Santini LLP December 2012 - Present
BTI Systems October 2010 - December 2012
Allen-Vanguard Corporation September 2007 - February 2011
Med-Eng Systems Inc. May 2005 - September 2007
PRA International June 2002 - May 2005
CroMedica January 2001 - June 2002
Deloitte & Touche March 1999 - December 2000
Skills
Financial Reporting, Process Improvement, Accounting, Internal Controls, ERP, Budgets, Financial Analysis, Financial Accounting, Forecasting, Strategic Financial..., Accounts Payable, Analysis, Mergers & Acquisitions, Account Reconciliation, Managerial Finance, Finance, Cost Accounting, Variance Analysis, Sarbanes-Oxley Act, Internal Audit, IFRS, Manufacturing, Auditing, Management, Accounts Receivable, Financial Planning
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (B.Com.), Accounting
University of Ottawa / Université d'Ottawa 1993 — 1997
Bachelor of Commerce (B.Com.), Accounting
Kelly Santini LLP December 2012 - Present
BTI Systems October 2010 - December 2012
Allen-Vanguard Corporation September 2007 - February 2011
Med-Eng Systems Inc. May 2005 - September 2007
PRA International June 2002 - May 2005
CroMedica January 2001 - June 2002
Deloitte & Touche March 1999 - December 2000
Skills
Financial Reporting, Process Improvement, Accounting, Internal Controls, ERP, Budgets, Financial Analysis, Financial Accounting, Forecasting, Strategic Financial..., Accounts Payable, Analysis, Mergers & Acquisitions, Account Reconciliation, Managerial Finance, Finance, Cost Accounting, Variance Analysis, Sarbanes-Oxley Act, Internal Audit, IFRS, Manufacturing, Auditing, Management, Accounts Receivable, Financial Planning
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (B.Com.), Accounting
University of Ottawa / Université d'Ottawa 1993 — 1997
Bachelor of Commerce (B.Com.), Accounting
Jo-Ann Chen's Deloitte & Touche Experience September 2006 - December 2010
Job Senior Director at Visa
Industry Financial Services
Experience
Visa May 2013 - Present
Visa January 2011 - May 2013
Deloitte & Touche September 2006 - December 2010
World Economic Forum May 2008 - August 2009
Deloitte & Touche September 2004 - September 2006
Deloitte & Touche October 2003 - September 2004
ERisk January 2001 - September 2003
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Pennsylvania 1996 — 2000
BA, Biological Basis of Behavior
Visa May 2013 - Present
Visa January 2011 - May 2013
Deloitte & Touche September 2006 - December 2010
World Economic Forum May 2008 - August 2009
Deloitte & Touche September 2004 - September 2006
Deloitte & Touche October 2003 - September 2004
ERisk January 2001 - September 2003
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Pennsylvania 1996 — 2000
BA, Biological Basis of Behavior
Joe Zenk's Deloitte & Touche Experience 1995 - Present
Job Director at Deloitte FAS
Industry Financial Services
Experience
Deloitte 2007 - Present
Deloitte Financial Advisory Services, LLP 2007 - Present
Deloitte FAS June 2000 - Present
Deloitte & Touche 1995 - Present
Deloitte 1995 - Present
Skills
Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Management Consulting, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1991
Deloitte 2007 - Present
Deloitte Financial Advisory Services, LLP 2007 - Present
Deloitte FAS June 2000 - Present
Deloitte & Touche 1995 - Present
Deloitte 1995 - Present
Skills
Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Management Consulting, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1991
Jim Balaschak's Deloitte & Touche Experience January 2009 - Present
Job Retired Principal, Deloitte
Industry Oil & Energy
Experience
Deloitte & Touche January 2009 - Present
Deloitte & Touche CIS 1998 - 2008
Teledyne Corporation February 1995 - January 1998
Teledyne Engineering Services 1981 - 1995
Combustion Engineering 1978 - 1981
Lee C. Moore Corporation 1975 - 1978
Skills
Corporate Finance, Mergers & Acquisitions, Business Planning, Strategy, Market Entry, Business Strategy, Management Consulting, Energy, Mergers, Russian, Leadership, Internal Audit, Consulting, Change Management, Auditing, Financial Reporting, Valuation, Due Diligence, Financial Analysis, Program Management, Strategic Planning, Management, Portfolio Management, Project Planning, Business Process, Risk Management, IFRS, Private Equity, Restructuring, Emerging Markets, Financial Modeling, Engineering, Business Process..., Petroleum, Operational Excellence, Start-ups, ERP, Business Transformation, Energy Industry, Enterprise Risk..., Sarbanes-Oxley Act, Organizational Design, Corporate Governance, Investments, Internal Controls, Public Speaking, Business Development
Education
University of Tulsa 1978 — 1981
MBA, Finance & Economics
University of Pittsburgh 1971 — 1975
BA, Engineering
Deloitte & Touche January 2009 - Present
Deloitte & Touche CIS 1998 - 2008
Teledyne Corporation February 1995 - January 1998
Teledyne Engineering Services 1981 - 1995
Combustion Engineering 1978 - 1981
Lee C. Moore Corporation 1975 - 1978
Skills
Corporate Finance, Mergers & Acquisitions, Business Planning, Strategy, Market Entry, Business Strategy, Management Consulting, Energy, Mergers, Russian, Leadership, Internal Audit, Consulting, Change Management, Auditing, Financial Reporting, Valuation, Due Diligence, Financial Analysis, Program Management, Strategic Planning, Management, Portfolio Management, Project Planning, Business Process, Risk Management, IFRS, Private Equity, Restructuring, Emerging Markets, Financial Modeling, Engineering, Business Process..., Petroleum, Operational Excellence, Start-ups, ERP, Business Transformation, Energy Industry, Enterprise Risk..., Sarbanes-Oxley Act, Organizational Design, Corporate Governance, Investments, Internal Controls, Public Speaking, Business Development
Education
University of Tulsa 1978 — 1981
MBA, Finance & Economics
University of Pittsburgh 1971 — 1975
BA, Engineering
Alka Vyas's Deloitte & Touche Experience January 1987 - Present
Job Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche January 1987 - Present
Education
University of Oklahoma 1983 — 1987
BBA, Accounting
Deloitte & Touche January 1987 - Present
Education
University of Oklahoma 1983 — 1987
BBA, Accounting
Soo Romanoff's Deloitte & Touche Experience 2005 - 2006
Job Director at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Mike DiGregorio's Deloitte & Touche Experience 1976 - 1978
Job Business Strategy & Board Advisory Services
Industry Consumer Goods
Experience
Board Director and Strategic Advisor March 2012 - Present
Korn/Ferry International June 2009 - February 2012
St. John Knits January 2006 - May 2009
Jafra Cosmetics International 1999 - 2004
Jafra Cosmetics August 1998 - July 1999
Jafra Cosmetics Mexico August 1997 - August 1998
Atlantis Plastics April 1993 - April 1995
The Wackenhut Corporation 1989 - 1993
The Gillette Company September 1978 - July 1988
Deloitte & Touche 1976 - 1978
Skills
Fluent in Spanish, Consumer Products, Strategy Alignment, Strategic Planning, Forecasting, Financial Analysis, Mergers, Executive Management, Acquisition Integration, Financial Modeling, Business Planning, Strategic Financial..., Sarbanes-Oxley Act, Restructuring, Finance, Due Diligence, Managerial Finance, Financial Reporting, Accounting, Private Equity, Market Research, Global Management, Marketing, Financial Services, Product Management, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, Start-ups, Auditing, Strategic Partnerships, Entrepreneurship, Venture Capital, Business Development, SEC filings, Corporate Development, IPO, M&A experience, Investor Relations, Internal Controls, Turn Around Management, Valuation, P&L Management, Divestitures, Acquisitions, International Business, Business Valuation, Corporate Governance, US GAAP
Education
Wharton School, University of Pennsylvania 1975 — 1976
Masters Degree, Accounting and Finance
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor's degree, Accounting and Finance
Board Director and Strategic Advisor March 2012 - Present
Korn/Ferry International June 2009 - February 2012
St. John Knits January 2006 - May 2009
Jafra Cosmetics International 1999 - 2004
Jafra Cosmetics August 1998 - July 1999
Jafra Cosmetics Mexico August 1997 - August 1998
Atlantis Plastics April 1993 - April 1995
The Wackenhut Corporation 1989 - 1993
The Gillette Company September 1978 - July 1988
Deloitte & Touche 1976 - 1978
Skills
Fluent in Spanish, Consumer Products, Strategy Alignment, Strategic Planning, Forecasting, Financial Analysis, Mergers, Executive Management, Acquisition Integration, Financial Modeling, Business Planning, Strategic Financial..., Sarbanes-Oxley Act, Restructuring, Finance, Due Diligence, Managerial Finance, Financial Reporting, Accounting, Private Equity, Market Research, Global Management, Marketing, Financial Services, Product Management, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, Start-ups, Auditing, Strategic Partnerships, Entrepreneurship, Venture Capital, Business Development, SEC filings, Corporate Development, IPO, M&A experience, Investor Relations, Internal Controls, Turn Around Management, Valuation, P&L Management, Divestitures, Acquisitions, International Business, Business Valuation, Corporate Governance, US GAAP
Education
Wharton School, University of Pennsylvania 1975 — 1976
Masters Degree, Accounting and Finance
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor's degree, Accounting and Finance
Gregory Koslow's Deloitte & Touche Experience 2002 - Present
Job Partner at Deloitte
Industry Accounting
Experience
Deloitte 2002 - Present
Deloitte & Touche 2002 - Present
Arthur Andersen 1987 - 2002
Education
University of Pennsylvania - The Wharton School 1983 — 1987
Deloitte 2002 - Present
Deloitte & Touche 2002 - Present
Arthur Andersen 1987 - 2002
Education
University of Pennsylvania - The Wharton School 1983 — 1987
Elizabeth Yanero's Deloitte & Touche Experience 1996 - 1999
Job Associate at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton June 2004 - Present
PwC/IBM 1999 - 2004
Deloitte & Touche 1996 - 1999
Skills
Management Consulting, Financial Modeling, Program Management, Strategy, Change Management, Business Process..., Strategic Planning, Leadership, Business Process..., Analysis, Business Strategy, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
Master of Business Administration (MBA), MBA
University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Economics and International Relations
Booz Allen Hamilton June 2004 - Present
PwC/IBM 1999 - 2004
Deloitte & Touche 1996 - 1999
Skills
Management Consulting, Financial Modeling, Program Management, Strategy, Change Management, Business Process..., Strategic Planning, Leadership, Business Process..., Analysis, Business Strategy, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
Master of Business Administration (MBA), MBA
University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Economics and International Relations
Matt Marquardt, CPA's Deloitte & Touche Experience July 2001 - July 2002
Job Supervisor of Internal Reporting and Analysis at Devon Energy
Industry Accounting
Experience
Devon Energy June 2014 - Present
Devon Energy June 2008 - Present
Tronox/Kerr-McGee Chemical May 2005 - June 2008
Oklahoma County Clerk's Office December 2002 - May 2005
Deloitte & Touche July 2001 - July 2002
Skills
Financial Reporting, GAAP, Accounting, Auditing, Variance Analysis, Financial Accounting, Financial Analysis, SEC filings, Essbase
Education
University of Oklahoma - Price College of Business 1997 — 2001
Bachelor of Accountancy, Accounting
Devon Energy June 2014 - Present
Devon Energy June 2008 - Present
Tronox/Kerr-McGee Chemical May 2005 - June 2008
Oklahoma County Clerk's Office December 2002 - May 2005
Deloitte & Touche July 2001 - July 2002
Skills
Financial Reporting, GAAP, Accounting, Auditing, Variance Analysis, Financial Accounting, Financial Analysis, SEC filings, Essbase
Education
University of Oklahoma - Price College of Business 1997 — 2001
Bachelor of Accountancy, Accounting
Daniel Bonasso's Deloitte & Touche Experience January 2007 - May 2009
Job Attorney
Industry Law Practice
Experience
Bonasso & Associates, PLLC May 2009 - Present
Deloitte & Touche January 2007 - May 2009
Education
University of San Diego School of Law 2005 — 2009
LL.M., Tax
University of Pittsburgh School of Law 2002 — 2005
J.D.
Washington and Jefferson College 1998 — 2002
Bonasso & Associates, PLLC May 2009 - Present
Deloitte & Touche January 2007 - May 2009
Education
University of San Diego School of Law 2005 — 2009
LL.M., Tax
University of Pittsburgh School of Law 2002 — 2005
J.D.
Washington and Jefferson College 1998 — 2002
John. Newman's Deloitte & Touche Experience 1995 - 1998
Job director at KP
Industry Hospital & Health Care
Experience
Kaiser Foundation Health Plan 2000 - Present
Arthur Andersen, LLP 1998 - 2000
Deloitte & Touche 1995 - 1998
MetLife HealthCare 1990 - 1995
United States Navy 1985 - 1990
Skills
Health Insurance, Program Management, Strategy, Managed Care, Healthcare, Health Policy, Sales, Management, Hospitals, Competitive Analysis, HMO, Healthcare Consulting, Management Consulting, Account Management, Employee Benefits, Health Care Reform, HIPAA, Healthcare Industry, Project Management, Project Planning, Medicare
Education
University of Oregon
BS, Business Administration
University of San Francisco
MBA, Finance
Kaiser Foundation Health Plan 2000 - Present
Arthur Andersen, LLP 1998 - 2000
Deloitte & Touche 1995 - 1998
MetLife HealthCare 1990 - 1995
United States Navy 1985 - 1990
Skills
Health Insurance, Program Management, Strategy, Managed Care, Healthcare, Health Policy, Sales, Management, Hospitals, Competitive Analysis, HMO, Healthcare Consulting, Management Consulting, Account Management, Employee Benefits, Health Care Reform, HIPAA, Healthcare Industry, Project Management, Project Planning, Medicare
Education
University of Oregon
BS, Business Administration
University of San Francisco
MBA, Finance
Jeremy Potts's Deloitte & Touche Experience September 2002 - November 2009
Job Director at Capital One
Industry Financial Services
Experience
Capital One November 2011 - Present
Freddie Mac December 2009 - February 2012
Deloitte & Touche September 2002 - November 2009
Skills
Auditing, Accounting, Financial Analysis, Financial Modeling, GAAP, Financial Reporting, Internal Controls, SEC filings, US GAAP, Sarbanes-Oxley Act
Education
University of Oregon 1998 — 2002
Masters, Accounting
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Capital One November 2011 - Present
Freddie Mac December 2009 - February 2012
Deloitte & Touche September 2002 - November 2009
Skills
Auditing, Accounting, Financial Analysis, Financial Modeling, GAAP, Financial Reporting, Internal Controls, SEC filings, US GAAP, Sarbanes-Oxley Act
Education
University of Oregon 1998 — 2002
Masters, Accounting
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
David Rudini's Deloitte & Touche Experience 2000 - Present
Job Deloitte: COO Deloitte Analytics
Industry Human Resources
Experience
Deloitte June 2013 - Present
Deloitte Consulting 2000 - Present
Deloitte & Touche 2000 - Present
Skills
Change Management, Business Transformation, Management Consulting, Mergers & Acquisitions, Program Management, Organizational Design, Organizational..., IT Strategy, Strategy, HR Transformation, Acquisition Integration, Business Strategy, Talent Management, Business Process..., Performance Improvement
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Deloitte June 2013 - Present
Deloitte Consulting 2000 - Present
Deloitte & Touche 2000 - Present
Skills
Change Management, Business Transformation, Management Consulting, Mergers & Acquisitions, Program Management, Organizational Design, Organizational..., IT Strategy, Strategy, HR Transformation, Acquisition Integration, Business Strategy, Talent Management, Business Process..., Performance Improvement
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Katie Jia's Deloitte & Touche Experience July 2006 - October 2007
Job MBA Candidate, Yale School of Management, 2010
Industry Investment Banking
Experience
Morgan Stanley October 2007 - August 2008
Deloitte & Touche July 2006 - October 2007
Education
Yale University - Yale School of Management 2008 — 2010
MBA, Finance
University of Virginia 2005 — 2006
M.S., Accounting
University of Oregon 2002 — 2005
B.A., Accounting
Morgan Stanley October 2007 - August 2008
Deloitte & Touche July 2006 - October 2007
Education
Yale University - Yale School of Management 2008 — 2010
MBA, Finance
University of Virginia 2005 — 2006
M.S., Accounting
University of Oregon 2002 — 2005
B.A., Accounting
Aaron Kitchell, CPA's Deloitte & Touche Experience 2006 - 2010
Job Controller at Pro Rentals & Sales
Industry Accounting
Experience
PRO Rentals & Sales December 2014 - Present
Precision Castparts September 2013 - December 2014
Precision Castparts April 2013 - September 2013
Precision Castparts November 2012 - April 2013
Precision Castparts October 2011 - November 2012
Columbia Sportswear June 2010 - October 2011
Deloitte & Touche 2006 - 2010
Skills
GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Cash Flow, SEC filings, General Ledger, Auditing, CPA, Cost Accounting, Financial Statements, Internal Audit, Revenue Recognition, US GAAP, Variance Analysis
Education
University of Oregon 2001 — 2006
BS, Accounting
PRO Rentals & Sales December 2014 - Present
Precision Castparts September 2013 - December 2014
Precision Castparts April 2013 - September 2013
Precision Castparts November 2012 - April 2013
Precision Castparts October 2011 - November 2012
Columbia Sportswear June 2010 - October 2011
Deloitte & Touche 2006 - 2010
Skills
GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Cash Flow, SEC filings, General Ledger, Auditing, CPA, Cost Accounting, Financial Statements, Internal Audit, Revenue Recognition, US GAAP, Variance Analysis
Education
University of Oregon 2001 — 2006
BS, Accounting
Vivian Standifird's Deloitte & Touche Experience 1998 - 2000
Job Chief Financial Officer at Cork Medical, LLC
Industry Medical Devices
Experience
Cork Medical, LLC May 2015 - Present
Standifird CPA June 2014 - April 2015
P&I Supply Co Inc July 2011 - May 2014
University of San Diego 2004 - June 2011
NTN 2003 - 2004
Haggen, Inc. 2000 - 2003
Deloitte & Touche 1998 - 2000
University of Oregon 1997 - 1998
University of Oregon 1995 - 1997
Skills
Financial Modeling, Cost Analysis, CMA, Audit, Internal Controls, Accounting, Compliance, Financial Reporting, Financial Analysis, Internal Audit, Corporate Finance, Forecasting, US GAAP, Variance Analysis, Auditing, Finance, Sarbanes-Oxley Act, Managerial Finance, Payroll, Microsoft Excel, Accounts Receivable, Budgets, Mergers & Acquisitions, Accounts Payable, Cost Accounting, Cost Benefit, Analysis, Leadership, Strategy, CPA, Strategic Planning, GAAP, Financial Accounting, Cash Flow, Management, Cash Management
Education
University of San Diego 2006 — 2008
Master of Science, Executive Leadership
University of Oregon - Charles H. Lundquist College of Business
BA, Accounting
Cork Medical, LLC May 2015 - Present
Standifird CPA June 2014 - April 2015
P&I Supply Co Inc July 2011 - May 2014
University of San Diego 2004 - June 2011
NTN 2003 - 2004
Haggen, Inc. 2000 - 2003
Deloitte & Touche 1998 - 2000
University of Oregon 1997 - 1998
University of Oregon 1995 - 1997
Skills
Financial Modeling, Cost Analysis, CMA, Audit, Internal Controls, Accounting, Compliance, Financial Reporting, Financial Analysis, Internal Audit, Corporate Finance, Forecasting, US GAAP, Variance Analysis, Auditing, Finance, Sarbanes-Oxley Act, Managerial Finance, Payroll, Microsoft Excel, Accounts Receivable, Budgets, Mergers & Acquisitions, Accounts Payable, Cost Accounting, Cost Benefit, Analysis, Leadership, Strategy, CPA, Strategic Planning, GAAP, Financial Accounting, Cash Flow, Management, Cash Management
Education
University of San Diego 2006 — 2008
Master of Science, Executive Leadership
University of Oregon - Charles H. Lundquist College of Business
BA, Accounting
Lana Jansson (Miller Fager)'s Deloitte & Touche Experience November 1990 - April 1994
Job Key Account Program Manager at CVS Caremark
Industry Insurance
Experience
CVS Caremark March 2000 - Present
AdvancePCS 2000 - 2001
PricewaterhouseCoopers April 1998 - September 1999
Bluebonnet Savings Bank April 1994 - April 1998
Deloitte & Touche November 1990 - April 1994
Texas Instruments February 1987 - November 1990
Skills
Pharmacy Benefit..., Medicare Part D, SDLC, Visio, Project Management, Business Analysis, Pharmaceutical Industry, Team Building, CISA, Disaster Recovery, IT Audit, Leadership, Program Management, Software Documentation, Strategic Planning
Education
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
CVS Caremark March 2000 - Present
AdvancePCS 2000 - 2001
PricewaterhouseCoopers April 1998 - September 1999
Bluebonnet Savings Bank April 1994 - April 1998
Deloitte & Touche November 1990 - April 1994
Texas Instruments February 1987 - November 1990
Skills
Pharmacy Benefit..., Medicare Part D, SDLC, Visio, Project Management, Business Analysis, Pharmaceutical Industry, Team Building, CISA, Disaster Recovery, IT Audit, Leadership, Program Management, Software Documentation, Strategic Planning
Education
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Robert Harman's Deloitte & Touche Experience 1994 - 2001
Job Independent Consultant
Industry Management Consulting
Experience
Delaware Technical Community College December 2011 - Present
Harman & Harman LLC 2011 - Present
Tatum LLC 2008 - 2010
Solstice Software 2004 - 2007
Adjoined Consulting 2002 - 2004
Deloitte & Touche 1994 - 2001
McKinsey & Co 1989 - 1992
KPMG Peat Marwick (BearingPoint) 1979 - 1989
Education
University of Virginia
BS, Commerce
University of Pennsylvania - The Wharton School
MBA
Delaware Technical Community College December 2011 - Present
Harman & Harman LLC 2011 - Present
Tatum LLC 2008 - 2010
Solstice Software 2004 - 2007
Adjoined Consulting 2002 - 2004
Deloitte & Touche 1994 - 2001
McKinsey & Co 1989 - 1992
KPMG Peat Marwick (BearingPoint) 1979 - 1989
Education
University of Virginia
BS, Commerce
University of Pennsylvania - The Wharton School
MBA
Mitch Opalski's Deloitte & Touche Experience 1986 - 1994
Job CEO, Synergy HomeCare of Arlington/Alexandria
Industry Hospital & Health Care
Experience
Synergy HomeCare June 2007 - Present
National Association for Home Care & Hospice (NAHC) 2000 - 2007
CareFirst BlueCross BlueShield 1995 - 2001
Deloitte & Touche 1986 - 1994
Skills
Strategic Planning, Elder Care, Home Care, Start-ups, Franchising, Healthcare Management, Healthcare
Education
University of Notre Dame - Mendoza College of Business 1982 — 1986
BBA
Synergy HomeCare June 2007 - Present
National Association for Home Care & Hospice (NAHC) 2000 - 2007
CareFirst BlueCross BlueShield 1995 - 2001
Deloitte & Touche 1986 - 1994
Skills
Strategic Planning, Elder Care, Home Care, Start-ups, Franchising, Healthcare Management, Healthcare
Education
University of Notre Dame - Mendoza College of Business 1982 — 1986
BBA
Mary F Moriarty, MBA's Deloitte & Touche Experience September 1990 - June 1994
Job Managing Director at PIEPER | MORIARTY
Industry Management Consulting
Experience
Spencer Stuart August 2010 - April 2013
MassMEDIC May 2007 - April 2013
Korn/Ferry International August 2003 - July 2010
Egon Zehnder International November 1999 - July 2003
VHA Northeast May 1997 - November 1999
Harvard School of Dental Medicine June 1994 - July 1997
Deloitte & Touche September 1990 - June 1994
Education
University of Pennsylvania - The Wharton School 1987 — 1990
M.B.A., HealthCare Economics/Finance
University of Virginia 1980 — 1984
Bachelor of Science, Nursing
Spencer Stuart August 2010 - April 2013
MassMEDIC May 2007 - April 2013
Korn/Ferry International August 2003 - July 2010
Egon Zehnder International November 1999 - July 2003
VHA Northeast May 1997 - November 1999
Harvard School of Dental Medicine June 1994 - July 1997
Deloitte & Touche September 1990 - June 1994
Education
University of Pennsylvania - The Wharton School 1987 — 1990
M.B.A., HealthCare Economics/Finance
University of Virginia 1980 — 1984
Bachelor of Science, Nursing
Devansh Patel, CFA's Deloitte & Touche Experience 1993 - 1995
Job Senior Managing Director at Ziegler Capital Management, LLC
Industry Investment Management
Experience
Ziegler Capital Management, LLC September 2014 - Present
Barclays Investment Bank 2011 - April 2014
Barclays Investment Bank 2009 - 2011
Barclays Investment Bank 2003 - 2009
Credit Suisse 1998 - 2003
McKinsey & Company 1997 - 1998
Deloitte & Touche 1993 - 1995
Coopers & Lybrand 1992 - 1993
Skills
Structured Finance, Structured Products, Financial Structuring, Valuation, Equity Derivatives, Credit, ABS, Loan Origination, Management Consulting, Series 7, Capital Markets, Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Strategy, Bonds, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1989 — 1992
Bachelor’s Degree, Finance, Accounting, and Public Policy
Stuyvesant HS 1987 — 1989
HS Diploma
Ziegler Capital Management, LLC September 2014 - Present
Barclays Investment Bank 2011 - April 2014
Barclays Investment Bank 2009 - 2011
Barclays Investment Bank 2003 - 2009
Credit Suisse 1998 - 2003
McKinsey & Company 1997 - 1998
Deloitte & Touche 1993 - 1995
Coopers & Lybrand 1992 - 1993
Skills
Structured Finance, Structured Products, Financial Structuring, Valuation, Equity Derivatives, Credit, ABS, Loan Origination, Management Consulting, Series 7, Capital Markets, Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Strategy, Bonds, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1989 — 1992
Bachelor’s Degree, Finance, Accounting, and Public Policy
Stuyvesant HS 1987 — 1989
HS Diploma
Jason MacLean's Deloitte & Touche Experience January 1992 - April 1994
Job Vice President Global Supply Chain at Cummins Power Generation
Industry Automotive
Experience
Cummins Power Generation April 2014 - Present
Cummins Power Generation October 2010 - April 2014
Cummins Inc. February 2009 - October 2010
Cummins Power Generation February 2007 - March 2009
Cummins Inc. February 2006 - February 2007
Borders December 2002 - January 2006
uBid.com 1999 - 2002
Bain & Company April 1995 - January 1999
Deloitte & Touche January 1992 - April 1994
United Airlines June 1988 - August 1990
Skills
Supply Chain, Purchasing, Manufacturing, Global Sourcing, Mergers, Strategy Development, International Business..., Strategy, International Sales, Supply Chain Management, Cross-functional Team..., Six Sigma, Forecasting, Product Development, Operations Management, Business Strategy, Start-ups, Process Improvement, Continuous Improvement, Lean Manufacturing, Business Process..., Process Engineering, Change Management, Team Building, Kaizen, Operational Excellence, Strategic Planning, Value Stream Mapping, DMAIC, Program Management, Automotive, ERP, Sales, Management, Leadership, Logistics, Project Planning, Strategic Sourcing, Engineering, Sourcing, Analytics, Procurement, Pricing, Warehousing, Business Planning, Transportation, Supply Management, International Business, Supply Chain..., Product Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA/MA, Finance
University of Pennsylvania 1987 — 1991
BA, English, Russian
Roycemore School 1980 — 1987
Cummins Power Generation April 2014 - Present
Cummins Power Generation October 2010 - April 2014
Cummins Inc. February 2009 - October 2010
Cummins Power Generation February 2007 - March 2009
Cummins Inc. February 2006 - February 2007
Borders December 2002 - January 2006
uBid.com 1999 - 2002
Bain & Company April 1995 - January 1999
Deloitte & Touche January 1992 - April 1994
United Airlines June 1988 - August 1990
Skills
Supply Chain, Purchasing, Manufacturing, Global Sourcing, Mergers, Strategy Development, International Business..., Strategy, International Sales, Supply Chain Management, Cross-functional Team..., Six Sigma, Forecasting, Product Development, Operations Management, Business Strategy, Start-ups, Process Improvement, Continuous Improvement, Lean Manufacturing, Business Process..., Process Engineering, Change Management, Team Building, Kaizen, Operational Excellence, Strategic Planning, Value Stream Mapping, DMAIC, Program Management, Automotive, ERP, Sales, Management, Leadership, Logistics, Project Planning, Strategic Sourcing, Engineering, Sourcing, Analytics, Procurement, Pricing, Warehousing, Business Planning, Transportation, Supply Management, International Business, Supply Chain..., Product Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA/MA, Finance
University of Pennsylvania 1987 — 1991
BA, English, Russian
Roycemore School 1980 — 1987
Dan Marino's Deloitte & Touche Experience 1993 - 1996
Job Lavallette Capital, Managing Member
Industry Real Estate
Experience
Lavallette Capital, LLC August 2009 - Present
DZ BANK AG, New York July 1999 - June 2009
ContiFinancial June 1996 - July 1999
Deloitte & Touche 1993 - 1996
Skills
Structured Finance, Securitization, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelors, Economics, Finance
Lavallette Capital, LLC August 2009 - Present
DZ BANK AG, New York July 1999 - June 2009
ContiFinancial June 1996 - July 1999
Deloitte & Touche 1993 - 1996
Skills
Structured Finance, Securitization, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelors, Economics, Finance
Lori Gorski's Deloitte & Touche Experience 1996 - 1998
Job Experienced Finance Professional
Industry Financial Services
Experience
T-Mobile 2006 - 2007
AT&T Wireless 2001 - 2001
Amazon.com 1998 - 2001
Deloitte & Touche 1996 - 1998
Verizon 1991 - 1996
Skills
Strategy, Financial Reporting, Process Improvement, Financial Analysis, Finance, Financial Modeling, Business Development, Start-ups, Cross-functional Team..., Accounting, Program Management, Management, Forecasting, Auditing, General Ledger
Education
University of Puget Sound
BA, Business
T-Mobile 2006 - 2007
AT&T Wireless 2001 - 2001
Amazon.com 1998 - 2001
Deloitte & Touche 1996 - 1998
Verizon 1991 - 1996
Skills
Strategy, Financial Reporting, Process Improvement, Financial Analysis, Finance, Financial Modeling, Business Development, Start-ups, Cross-functional Team..., Accounting, Program Management, Management, Forecasting, Auditing, General Ledger
Education
University of Puget Sound
BA, Business
Aaron Apfelbaum, CPA's Deloitte & Touche Experience June 2005 - October 2009
Job Assistant Controller at Claren Road Asset Management
Industry Investment Management
Experience
Claren Road Asset Management October 2009 - Present
Deloitte & Touche June 2005 - October 2009
Skills
Hedge Funds, Accounting, Financial Reporting
Education
University of Pittsburgh 2001 — 2005
BSBA & BA, Accounting, Finance, & Economics
Claren Road Asset Management October 2009 - Present
Deloitte & Touche June 2005 - October 2009
Skills
Hedge Funds, Accounting, Financial Reporting
Education
University of Pittsburgh 2001 — 2005
BSBA & BA, Accounting, Finance, & Economics
Tim Morgan's Deloitte & Touche Experience 1986 - 1994
Job President/CEO at AAA Oregon/Idaho
Industry Insurance
Experience
AAA Oregon/Idaho January 2014 - Present
AAA Oregon/Idaho March 2002 - December 2013
Northwest Pump and Equipment 2000 - 2002
Portland Bottling Company 1995 - 2000
Deloitte & Touche 1986 - 1994
Skills
Strategic Planning, Insurance, Budgets, CPA, Marketing, Management, Business Planning, Financial Analysis, Accounting, Financial Reporting, Leadership, Mergers & Acquisitions, Process Improvement, Forecasting, Team Building
Education
University of Portland 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
AAA Oregon/Idaho January 2014 - Present
AAA Oregon/Idaho March 2002 - December 2013
Northwest Pump and Equipment 2000 - 2002
Portland Bottling Company 1995 - 2000
Deloitte & Touche 1986 - 1994
Skills
Strategic Planning, Insurance, Budgets, CPA, Marketing, Management, Business Planning, Financial Analysis, Accounting, Financial Reporting, Leadership, Mergers & Acquisitions, Process Improvement, Forecasting, Team Building
Education
University of Portland 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Tania Sergott's Deloitte & Touche Experience Director of Strategic PartnershipsCountrywide Financial Corporation2005 - 2006
Job Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche Director of Strategic PartnershipsCountrywide Financial Corporation2005 - 2006
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelors in Economics, Accounting and Marketing
Deloitte & Touche Director of Strategic PartnershipsCountrywide Financial Corporation2005 - 2006
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelors in Economics, Accounting and Marketing
Michelle Brukwicki's Deloitte & Touche Experience January 1998 - July 2001
Job Director Accounting at TDS Telecom
Industry Telecommunications
Experience
TDS Telecom December 2014 - Present
Telephone & Data Systems, Inc. July 2012 - December 2014
Telephone & Data Systems, Inc. January 2011 - July 2012
Telephone & Data Systems, Inc. January 2007 - December 2010
U.S. Cellular September 2009 - September 2010
The Boeing Company July 2001 - April 2005
Deloitte & Touche January 1998 - July 2001
Skills
Financial Accounting, Strategic Planning, Process Improvement, Accounting Policy, Financial Forecasting, Budget Process, Board of Directors..., Tax Accounting, SEC Financial Reporting, Consolidated Financial..., Financial Analysis, Finance, Internal Controls, Auditing, Accounting, Policy, Budgets, Sarbanes-Oxley Act
Education
University of Wisconsin-Madison - School of Business 2011 — 2013
Master of Business Administration (MBA), Executive MBA
University of Wisconsin-Madison - School of Business 1993 — 1997
BBA, Accounting, Finance
University of Pittsburgh 1996 — 1996
Semester at Sea (study abroad program)
TDS Telecom December 2014 - Present
Telephone & Data Systems, Inc. July 2012 - December 2014
Telephone & Data Systems, Inc. January 2011 - July 2012
Telephone & Data Systems, Inc. January 2007 - December 2010
U.S. Cellular September 2009 - September 2010
The Boeing Company July 2001 - April 2005
Deloitte & Touche January 1998 - July 2001
Skills
Financial Accounting, Strategic Planning, Process Improvement, Accounting Policy, Financial Forecasting, Budget Process, Board of Directors..., Tax Accounting, SEC Financial Reporting, Consolidated Financial..., Financial Analysis, Finance, Internal Controls, Auditing, Accounting, Policy, Budgets, Sarbanes-Oxley Act
Education
University of Wisconsin-Madison - School of Business 2011 — 2013
Master of Business Administration (MBA), Executive MBA
University of Wisconsin-Madison - School of Business 1993 — 1997
BBA, Accounting, Finance
University of Pittsburgh 1996 — 1996
Semester at Sea (study abroad program)
David DiGiacomo, CPA's Deloitte & Touche Experience October 1999 - July 2004
Job VP Finance at SunGard Financial Systems
Industry Information Technology and Services
Experience
SunGard Financial Systems April 2014 - Present
SunGard April 2010 - April 2014
IKON Office Solutions March 2008 - April 2010
IKON Office Solutions November 2005 - March 2008
The U.S. Securities & Exchange Comm July 2004 - November 2005
Deloitte & Touche October 1999 - July 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, SEC filings, Auditing, GAAP, Accounting, Mergers & Acquisitions, Financial Statements, Cash Flow, Corporate Finance, Budgets, Treasury, Investments, Financial Risk, Assurance, Management, Equities, Executive Management, Financial Forecasting, SEC, Risk Management, Process Improvement, Forecasting
Education
University of Pittsburgh 1994 — 1998
BS, Accounting
SunGard Financial Systems April 2014 - Present
SunGard April 2010 - April 2014
IKON Office Solutions March 2008 - April 2010
IKON Office Solutions November 2005 - March 2008
The U.S. Securities & Exchange Comm July 2004 - November 2005
Deloitte & Touche October 1999 - July 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, SEC filings, Auditing, GAAP, Accounting, Mergers & Acquisitions, Financial Statements, Cash Flow, Corporate Finance, Budgets, Treasury, Investments, Financial Risk, Assurance, Management, Equities, Executive Management, Financial Forecasting, SEC, Risk Management, Process Improvement, Forecasting
Education
University of Pittsburgh 1994 — 1998
BS, Accounting
Kelly Fischer, MBA, CPA's Deloitte & Touche Experience September 2010 - May 2013
Job Store Program Analyst at Nike
Industry Accounting
Experience
Nike October 2014 - Present
Nike August 2013 - October 2014
Deloitte May 2013 - August 2013
Deloitte & Touche September 2010 - May 2013
Umpqua Bank December 2007 - September 2010
Willamette University August 2009 - May 2010
Starbucks Coffee Company June 2004 - December 2007
Nordstrom June 2003 - December 2003
Skills
Financial Analysis, Accounting, Auditing, Banking, Valuation, Data Analysis, Tax, Financial Accounting, Financial Modeling, Cost Accounting, Analysis, Leadership, Financial Reporting, Management
Education
Willamette University MBA 2008 — 2010
MBA, Accounting, Finance
University of Washington, Michael G. Foster School of Business 2009 — 2009
Certificate in Accounting, Intermediate Accounting, Tax, Audit, Cost Accounting
University of Oregon 2003 — 2007
BS, Robert D. Clark Honors College, Mathematics, Political Science, Business, Philosophy
Nike October 2014 - Present
Nike August 2013 - October 2014
Deloitte May 2013 - August 2013
Deloitte & Touche September 2010 - May 2013
Umpqua Bank December 2007 - September 2010
Willamette University August 2009 - May 2010
Starbucks Coffee Company June 2004 - December 2007
Nordstrom June 2003 - December 2003
Skills
Financial Analysis, Accounting, Auditing, Banking, Valuation, Data Analysis, Tax, Financial Accounting, Financial Modeling, Cost Accounting, Analysis, Leadership, Financial Reporting, Management
Education
Willamette University MBA 2008 — 2010
MBA, Accounting, Finance
University of Washington, Michael G. Foster School of Business 2009 — 2009
Certificate in Accounting, Intermediate Accounting, Tax, Audit, Cost Accounting
University of Oregon 2003 — 2007
BS, Robert D. Clark Honors College, Mathematics, Political Science, Business, Philosophy
Kevin Burket's Deloitte & Touche Experience December 1996 - August 1999
Job Director of Retirement Benefits at JeldWen
Industry Building Materials
Experience
Jeld-Wen August 2012 - Present
The Standard July 2009 - August 2012
Hewitt Associates March 2005 - October 2008
Charter One Bank August 1999 - February 2005
Deloitte & Touche December 1996 - August 1999
National City Bank July 1995 - December 1996
Coopers & Lybrand January 1989 - July 1995
Skills
Benefits Administration, Process Improvement, Vendor Management, Performance Management, Employee Benefits, Leadership, Pensions, Employee Relations, Retirement, 401k, Software Documentation, Mergers & Acquisitions, Team Building, Management, Change Management
Education
University of Pittsburgh 1985 — 1988
B.S., Statistics
Jeld-Wen August 2012 - Present
The Standard July 2009 - August 2012
Hewitt Associates March 2005 - October 2008
Charter One Bank August 1999 - February 2005
Deloitte & Touche December 1996 - August 1999
National City Bank July 1995 - December 1996
Coopers & Lybrand January 1989 - July 1995
Skills
Benefits Administration, Process Improvement, Vendor Management, Performance Management, Employee Benefits, Leadership, Pensions, Employee Relations, Retirement, 401k, Software Documentation, Mergers & Acquisitions, Team Building, Management, Change Management
Education
University of Pittsburgh 1985 — 1988
B.S., Statistics
M. Scott Moon, PMP's Deloitte & Touche Experience September 1992 - September 1995
Job President, CEO DCC America
Industry Consumer Electronics
Experience
Tompkins International April 2015 - Present
DCC America April 2014 - February 2015
Lenovo July 2007 - April 2014
Kidde Residential & Commercial January 2005 - July 2007
Forecast Engineering, LLC November 2001 - January 2005
Victoria's Secret February 2000 - November 2001
Stage Stores March 1998 - February 2000
KPMG Consulting September 1995 - March 1998
Deloitte & Touche September 1992 - September 1995
The Walt Disney Company 1987 - September 1992
Skills
Inventory Management, Supply Chain Management, Analytical Approach, PMP Certified, SCOR-P Certified, Lean Six Sigma Black..., Demand Forecasting, Reverse Supply Chain, Logistics, Distribution Center..., Industrial Engineering, E-commerce, Retail, Computers, Risk Management, Refurbishing, Test Planning, Lean Management, Apparel, Network Design, Reverse Logistics, Service Parts, Consulting, Project Management, Management Consulting, Retail Replenishment, Start-ups, Pre-press, Change Management, Senior Stakeholder..., Business Process..., Analytical Skills, CPFR, Cross-functional Team..., Demand Planning, Demand Supply Planning, Forecasting, Global Sourcing, Income Statement, Inventory Control, MRP, Management, Manufacturing, Materials Management, Operational Excellence, Operations Management, P&L, P&L Management, PMP, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
Masters, Business Administration
Virginia Polytechnic Institute and State University 1984 — 1989
Bachelor of Science, Industrial Engineering & Operations Reserarch
Tompkins International April 2015 - Present
DCC America April 2014 - February 2015
Lenovo July 2007 - April 2014
Kidde Residential & Commercial January 2005 - July 2007
Forecast Engineering, LLC November 2001 - January 2005
Victoria's Secret February 2000 - November 2001
Stage Stores March 1998 - February 2000
KPMG Consulting September 1995 - March 1998
Deloitte & Touche September 1992 - September 1995
The Walt Disney Company 1987 - September 1992
Skills
Inventory Management, Supply Chain Management, Analytical Approach, PMP Certified, SCOR-P Certified, Lean Six Sigma Black..., Demand Forecasting, Reverse Supply Chain, Logistics, Distribution Center..., Industrial Engineering, E-commerce, Retail, Computers, Risk Management, Refurbishing, Test Planning, Lean Management, Apparel, Network Design, Reverse Logistics, Service Parts, Consulting, Project Management, Management Consulting, Retail Replenishment, Start-ups, Pre-press, Change Management, Senior Stakeholder..., Business Process..., Analytical Skills, CPFR, Cross-functional Team..., Demand Planning, Demand Supply Planning, Forecasting, Global Sourcing, Income Statement, Inventory Control, MRP, Management, Manufacturing, Materials Management, Operational Excellence, Operations Management, P&L, P&L Management, PMP, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
Masters, Business Administration
Virginia Polytechnic Institute and State University 1984 — 1989
Bachelor of Science, Industrial Engineering & Operations Reserarch
Sean Eagle's Deloitte & Touche Experience September 1993 - December 1996
Job Managing Director at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital April 2001 - Present
Goldman Sachs July 1999 - February 2001
Deloitte & Touche September 1993 - December 1996
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Virginia 1989 — 1993
BS, Accounting
American Capital April 2001 - Present
Goldman Sachs July 1999 - February 2001
Deloitte & Touche September 1993 - December 1996
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Virginia 1989 — 1993
BS, Accounting
Rick Camargo's Deloitte & Touche Experience May 2009 - Present
Job Deloitte and Touche LLP
Industry Information Technology and Services
Experience
Deloitte & Touche May 2009 - Present
BearingPoint 2009 - 2009
Skills
Vulnerability Assessment, IT Strategy, Business Process..., Risk Management, DIACAP, CISSP, PMP, Fully Certified Navy..., CCENT, Information Assurance, Penetration Testing, Program Management, Security, Information Security..., Enterprise Risk..., Governance, Process Improvement, Computer Security, Network Security, Vulnerability Management, Information Security, Information Technology, Security Clearance
Education
University of Phoenix 1997 — 2000
BSBIS, Information Systems
Deloitte & Touche May 2009 - Present
BearingPoint 2009 - 2009
Skills
Vulnerability Assessment, IT Strategy, Business Process..., Risk Management, DIACAP, CISSP, PMP, Fully Certified Navy..., CCENT, Information Assurance, Penetration Testing, Program Management, Security, Information Security..., Enterprise Risk..., Governance, Process Improvement, Computer Security, Network Security, Vulnerability Management, Information Security, Information Technology, Security Clearance
Education
University of Phoenix 1997 — 2000
BSBIS, Information Systems
Todd Jirovec's Deloitte & Touche Experience August 1986 - July 1991
Job Vice President at Strategy&, a member of the PwC network of firms (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, a member of the PwC network of firms (formerly Booz & Company) April 2014 - Present
Booz & Company October 2004 - March 2014
Deloitte Consulting 1999 - 2004
Koch Energy January 1998 - March 1999
Deloitte Consulting September 1993 - December 1997
Deloitte & Touche August 1986 - July 1991
Skills
Operations Improvement, Business Transformation, Acquisition Integration, Management Consulting, Organizational Design, Shared Services, Performance Improvement, Strategic Consulting, M&A experience, Divestitures, Mergers & Acquisitions, Market Entry, Corporate Development, Financial Modeling, Due Diligence, Operating Models, Restructuring, Strategy, Business Process..., Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Strategy
Arizona State University 1983 — 1986
Bachelor of Science (BS), Accounting
Strategy&, a member of the PwC network of firms (formerly Booz & Company) April 2014 - Present
Booz & Company October 2004 - March 2014
Deloitte Consulting 1999 - 2004
Koch Energy January 1998 - March 1999
Deloitte Consulting September 1993 - December 1997
Deloitte & Touche August 1986 - July 1991
Skills
Operations Improvement, Business Transformation, Acquisition Integration, Management Consulting, Organizational Design, Shared Services, Performance Improvement, Strategic Consulting, M&A experience, Divestitures, Mergers & Acquisitions, Market Entry, Corporate Development, Financial Modeling, Due Diligence, Operating Models, Restructuring, Strategy, Business Process..., Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Strategy
Arizona State University 1983 — 1986
Bachelor of Science (BS), Accounting
Barry Boland's Deloitte & Touche Experience 1998 - 2000
Job at Triumph Capital
Industry Financial Services
Experience
Triumph Capital Advisors May 2014 - Present
ORIX January 2006 - Present
ORIX 2006 - 2010
Hold Brothers On-line Investment Services, LLC 2001 - 2004
Ernst & Young 2000 - 2001
Deloitte & Touche 1998 - 2000
Skills
Leveraged Finance, Capital Structure, Valuation, Credit Analysis, Capital Markets
Education
Baruch College, City University of New York 2003 — 2005
MS Applied Mathematics
University of Oklahoma - Price College of Business 1994 — 1998
BAC/ BBA, Accounting & Finance
Triumph Capital Advisors May 2014 - Present
ORIX January 2006 - Present
ORIX 2006 - 2010
Hold Brothers On-line Investment Services, LLC 2001 - 2004
Ernst & Young 2000 - 2001
Deloitte & Touche 1998 - 2000
Skills
Leveraged Finance, Capital Structure, Valuation, Credit Analysis, Capital Markets
Education
Baruch College, City University of New York 2003 — 2005
MS Applied Mathematics
University of Oklahoma - Price College of Business 1994 — 1998
BAC/ BBA, Accounting & Finance
Dianna Wiseman's Deloitte & Touche Experience 1991 - 1994
Job Owner, Wiseman Accounting Services
Industry Accounting
Experience
Wiseman Accounting Services January 2007 - Present
Revelation 2010 - 2013
JWT Specialized Communications 1999 - 2002
Copeland Lumber Yards 1996 - 1999
Gaylord Industries 1994 - 1996
Deloitte & Touche 1991 - 1994
Skills
Accounting, QuickBooks, General Ledger, Payroll, Financial Reporting, Start-ups, SaaS, M&A experience, Auditing, Budgets, Cash Flow, Financial Statements, Accounts Receivable, Accounts Payable, Mergers & Acquisitions
Education
University of Oregon 1986 — 1990
BA, Accounting
Wiseman Accounting Services January 2007 - Present
Revelation 2010 - 2013
JWT Specialized Communications 1999 - 2002
Copeland Lumber Yards 1996 - 1999
Gaylord Industries 1994 - 1996
Deloitte & Touche 1991 - 1994
Skills
Accounting, QuickBooks, General Ledger, Payroll, Financial Reporting, Start-ups, SaaS, M&A experience, Auditing, Budgets, Cash Flow, Financial Statements, Accounts Receivable, Accounts Payable, Mergers & Acquisitions
Education
University of Oregon 1986 — 1990
BA, Accounting
Brian Jobe's Deloitte & Touche Experience September 1999 - Present
Job Partner at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche September 1999 - Present
Skills
Treasury Management, Capital Markets, Hedging, Derivatives, Valuation, IFRS, Financial Reporting, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Mergers, Securities, Investments, Hedge Funds, Treasury
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Accounting
Deloitte & Touche September 1999 - Present
Skills
Treasury Management, Capital Markets, Hedging, Derivatives, Valuation, IFRS, Financial Reporting, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Mergers, Securities, Investments, Hedge Funds, Treasury
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Accounting
Emily Choy's Deloitte & Touche Experience October 2001 - November 2002
Job Vice President at JLL
Industry Real Estate
Experience
JLL August 2012 - Present
Cushman & Wakefield March 2006 - September 2012
Studley, Inc. November 2002 - March 2006
Deloitte & Touche October 2001 - November 2002
Skills
Financial Analysis, Financial Modeling, Real Estate, Leases, Real Estate Transactions, Portfolio Management, Analysis, Brokerage, Valuation, Microsoft Excel, Capital Markets, Strategic Planning, Investment Properties, Commercial Real Estate, Real Estate Economics, Finance, Tenant Representation, Lease Administration, Argus Modeling, Commercial Real Estate...
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor's Degree, Real Estate
Second Baptist School 1993 — 1997
High School
JLL August 2012 - Present
Cushman & Wakefield March 2006 - September 2012
Studley, Inc. November 2002 - March 2006
Deloitte & Touche October 2001 - November 2002
Skills
Financial Analysis, Financial Modeling, Real Estate, Leases, Real Estate Transactions, Portfolio Management, Analysis, Brokerage, Valuation, Microsoft Excel, Capital Markets, Strategic Planning, Investment Properties, Commercial Real Estate, Real Estate Economics, Finance, Tenant Representation, Lease Administration, Argus Modeling, Commercial Real Estate...
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor's Degree, Real Estate
Second Baptist School 1993 — 1997
High School
Dawn Melchiorre - Connell's Deloitte & Touche Experience December 1998 - May 2001
Job Operational Risk Management
Industry Banking
Experience
Dawn Connell's Household March 2008 - Present
Bank of America October 2005 - March 2008
Wachovia Bank September 2002 - September 2005
Deutsche Bank June 2001 - August 2002
Deloitte & Touche December 1998 - May 2001
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Banking, Enterprise Risk..., Basel II, Governance, Capital Markets, Business Process..., Risk Assessment, Strategy, Financial Services, Retail Banking, Analysis, Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Marketing and Operations, Process, and Information Management
Dawn Connell's Household March 2008 - Present
Bank of America October 2005 - March 2008
Wachovia Bank September 2002 - September 2005
Deutsche Bank June 2001 - August 2002
Deloitte & Touche December 1998 - May 2001
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Banking, Enterprise Risk..., Basel II, Governance, Capital Markets, Business Process..., Risk Assessment, Strategy, Financial Services, Retail Banking, Analysis, Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Marketing and Operations, Process, and Information Management
Michael Truyman, CFA, CPCU's Deloitte & Touche Experience August 2000 - August 2002
Job Director of Finance at Ameriprise Auto & Home Insurance
Industry Insurance
Experience
Ameriprise Auto & Home Insurance February 2015 - Present
Secura Insurance January 2011 - January 2015
AEGON September 2009 - December 2010
AEGON May 2007 - September 2009
U.S. Bancorp Fund Services August 2002 - August 2005
Deloitte & Touche August 2000 - August 2002
Skills
Accounting, Financial Analysis, Financial Reporting, Property & Casualty..., Corporate Finance, Customer Relations, Financial Modeling, Valuation, Financial Management, Leadership, Analysis, Insurance, Strategic Financial..., Budgets, Managerial Finance, Risk Management, Customer Service, Financial Planning, Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 1995 — 2000
BBA, Accounting
Ameriprise Auto & Home Insurance February 2015 - Present
Secura Insurance January 2011 - January 2015
AEGON September 2009 - December 2010
AEGON May 2007 - September 2009
U.S. Bancorp Fund Services August 2002 - August 2005
Deloitte & Touche August 2000 - August 2002
Skills
Accounting, Financial Analysis, Financial Reporting, Property & Casualty..., Corporate Finance, Customer Relations, Financial Modeling, Valuation, Financial Management, Leadership, Analysis, Insurance, Strategic Financial..., Budgets, Managerial Finance, Risk Management, Customer Service, Financial Planning, Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 1995 — 2000
BBA, Accounting
Nannette Wien's Deloitte & Touche Experience August 1990 - March 1993
Job Operations and Finance Director
Industry Consumer Goods
Experience
Nike December 2008 - May 2009
Nike November 2007 - December 2008
Nike July 2001 - October 2007
Nike May 1999 - June 2001
Nike May 1998 - April 1999
Nike January 1997 - April 1998
Nike February 1995 - January 1997
Nike March 1993 - January 1995
Deloitte & Touche August 1990 - March 1993
Skills
Cross-functional Team..., Retail, Marketing, Brand Management, Business Planning, Forecasting, Strategic Financial..., Finance, Budgets, Sales, Strategic Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1990
B.S.
Nike December 2008 - May 2009
Nike November 2007 - December 2008
Nike July 2001 - October 2007
Nike May 1999 - June 2001
Nike May 1998 - April 1999
Nike January 1997 - April 1998
Nike February 1995 - January 1997
Nike March 1993 - January 1995
Deloitte & Touche August 1990 - March 1993
Skills
Cross-functional Team..., Retail, Marketing, Brand Management, Business Planning, Forecasting, Strategic Financial..., Finance, Budgets, Sales, Strategic Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1985 — 1990
B.S.
Howard Gibbs, CPA's Deloitte & Touche Experience June 1976 - December 1988
Job CFO at Thomas Eye Group
Industry Medical Practice
Experience
Thomas Eye Group June 2013 - Present
ULQ / Redline Recovery Services April 2003 - January 2012
SITEL Risk Management July 1996 - April 2003
National Action Financial Services December 1994 - June 1996
Ambassador Capital Corp September 1992 - December 1994
Integratec January 1989 - September 1992
Deloitte & Touche June 1976 - December 1988
Skills
Financial Reporting, Tax, Treasury Management, Budget, Forecasting, Divestitures, Project Planning, Compensation & Benefit, General Insurance, Growth Capital
Education
University of Pennsylvania - The Wharton School 1975 — 1976
Master's degree, Accounting
University of Pennsylvania - The Wharton School 1972 — 1975
BS Economics, Finance and Accounting
Thomas Eye Group June 2013 - Present
ULQ / Redline Recovery Services April 2003 - January 2012
SITEL Risk Management July 1996 - April 2003
National Action Financial Services December 1994 - June 1996
Ambassador Capital Corp September 1992 - December 1994
Integratec January 1989 - September 1992
Deloitte & Touche June 1976 - December 1988
Skills
Financial Reporting, Tax, Treasury Management, Budget, Forecasting, Divestitures, Project Planning, Compensation & Benefit, General Insurance, Growth Capital
Education
University of Pennsylvania - The Wharton School 1975 — 1976
Master's degree, Accounting
University of Pennsylvania - The Wharton School 1972 — 1975
BS Economics, Finance and Accounting
Roy Matsunaga's Deloitte & Touche Experience June 2009 - August 2009
Job Deloitte
Industry Accounting
Experience
Deloitte September 2010 - Present
University of Oregon September 2009 - June 2010
Deloitte & Touche June 2009 - August 2009
Zebrafish International Resource Center June 2007 - June 2009
Skills
Accounting, Financial Accounting, Auditing, Financial Reporting, GAAP, Microsoft Excel, US GAAP, CPA
Education
University of Oregon 2005 — 2009
BS, Accounting
Deloitte September 2010 - Present
University of Oregon September 2009 - June 2010
Deloitte & Touche June 2009 - August 2009
Zebrafish International Resource Center June 2007 - June 2009
Skills
Accounting, Financial Accounting, Auditing, Financial Reporting, GAAP, Microsoft Excel, US GAAP, CPA
Education
University of Oregon 2005 — 2009
BS, Accounting
Jennifer (Tran) Enfijian's Deloitte & Touche Experience 1999 - 2001
Job Business Manager at Kaiser Permanente
Industry Accounting
Experience
Kaiser Permanente Sr. Financial AnalystNestle2001 - 2004
Deloitte & Touche 1999 - 2001
Deloitte 1999 - 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Variance Analysis, Forecasting, General Ledger, Internal Controls, Auditing, Account Reconciliation, Financial Accounting, Strategic Financial..., GAAP, Cost Accounting, Cash Flow, Microsoft Excel, Financial Statements, Strategic Planning, Revenue Recognition, Revenue Cycle, US GAAP, Accruals, Healthcare, Financial Audits, Consolidation, Journal Entries, Fixed Assets
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Kaiser Permanente Sr. Financial AnalystNestle2001 - 2004
Deloitte & Touche 1999 - 2001
Deloitte 1999 - 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Variance Analysis, Forecasting, General Ledger, Internal Controls, Auditing, Account Reconciliation, Financial Accounting, Strategic Financial..., GAAP, Cost Accounting, Cash Flow, Microsoft Excel, Financial Statements, Strategic Planning, Revenue Recognition, Revenue Cycle, US GAAP, Accruals, Healthcare, Financial Audits, Consolidation, Journal Entries, Fixed Assets
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Brian Ear's Deloitte & Touche Experience 1995 - 1997
Job Portfolio Manager at West Bluff Capital Advisors, LLC
Industry Investment Management
Experience
West Bluff Capital Advisors, LLC 2014 - Present
Palmyra Capital Advisors, LLC 2002 - 2009
Hotchkis and Wiley Capital Management 1997 - 2002
Deloitte & Touche 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics - Finance and Accounting
West Bluff Capital Advisors, LLC 2014 - Present
Palmyra Capital Advisors, LLC 2002 - 2009
Hotchkis and Wiley Capital Management 1997 - 2002
Deloitte & Touche 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics - Finance and Accounting
Blair McCauley's Deloitte & Touche Experience September 2008 - August 2013
Job Audit Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte September 2013 - Present
Deloitte & Touche September 2008 - August 2013
Sunoco May 2007 - August 2007
Skills
US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, GAAP, CPA, Big 4, Sarbanes-Oxley, External Audit, Financial Reporting, Financial Accounting, IFRS, Internal Audit, Accounting, Financial Analysis
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science in Business Administration, Accounting, Economics
Deloitte September 2013 - Present
Deloitte & Touche September 2008 - August 2013
Sunoco May 2007 - August 2007
Skills
US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, GAAP, CPA, Big 4, Sarbanes-Oxley, External Audit, Financial Reporting, Financial Accounting, IFRS, Internal Audit, Accounting, Financial Analysis
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science in Business Administration, Accounting, Economics
Stacey Dores's Deloitte & Touche Experience December 2005 - March 2006
Job Quality Control Compliance Associate at Intertek
Industry Research
Experience
Intertek April 2015 - Present
Tandem Labs June 2010 - April 2015
Casa de Amparo January 2009 - February 2011
Salt Communications January 2008 - August 2008
Salt Communications May 2006 - January 2008
Deloitte & Touche December 2005 - March 2006
Skills
InDesign, GLP, LIMS, Creative Direction, Validation, Sop, CRO, ELISA, Lifesciences, Newsletters, Quality System, Proofreading, Microsoft Word, Electronic Data..., Report Writing, Microsoft Excel, CAPA
Education
University of Oregon 1999 — 2003
B.A., Journalism - Advertising
Intertek April 2015 - Present
Tandem Labs June 2010 - April 2015
Casa de Amparo January 2009 - February 2011
Salt Communications January 2008 - August 2008
Salt Communications May 2006 - January 2008
Deloitte & Touche December 2005 - March 2006
Skills
InDesign, GLP, LIMS, Creative Direction, Validation, Sop, CRO, ELISA, Lifesciences, Newsletters, Quality System, Proofreading, Microsoft Word, Electronic Data..., Report Writing, Microsoft Excel, CAPA
Education
University of Oregon 1999 — 2003
B.A., Journalism - Advertising
Valerie Borchevsky's Deloitte & Touche Experience 1998 - 2007
Job CPA, CFE, CICA
Industry Accounting
Experience
Accu-Sort Systems, Inc. December 2010 - Present
Siemens June 2007 - December 2010
Deloitte & Touche 1998 - 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Accounting, SEC filings, Forecasting, Auditing, IFRS, Financial Analysis, Cost Accounting, Financial Accounting, CPA, Consolidation, Internal Audit, Sarbanes-Oxley, General Ledger, GAAP, Tax, SAP
Education
The Wharton School, University of Pennsylvania
Accounting, Management
Accu-Sort Systems, Inc. December 2010 - Present
Siemens June 2007 - December 2010
Deloitte & Touche 1998 - 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Accounting, SEC filings, Forecasting, Auditing, IFRS, Financial Analysis, Cost Accounting, Financial Accounting, CPA, Consolidation, Internal Audit, Sarbanes-Oxley, General Ledger, GAAP, Tax, SAP
Education
The Wharton School, University of Pennsylvania
Accounting, Management
Anne Lannon's Deloitte & Touche Experience June 2011 - August 2011
Job Student at University of Pittsburgh
Industry Accounting
Experience
Deloitte & Touche June 2011 - August 2011
Education
University of Pittsburgh 2008 — 2012
Deloitte & Touche June 2011 - August 2011
Education
University of Pittsburgh 2008 — 2012
Trisha Punit's Deloitte & Touche Experience 2008 - 2009
Job Partner at Punit & Associates Professional Corporation
Industry Accounting
Experience
Punit & Associates Professional Corporation February 2014 - Present
KPMG January 2010 - December 2013
Deloitte & Touche 2008 - 2009
University of Ottawa - Telfer School of Management September 2006 - April 2008
Ontario Ministry of Finance: Corporate Tax Branch June 2005 - September 2005
Skills
Tax, Income Tax, Corporate Tax, IFRS, Accounting, International Tax, Auditing, Financial Reporting, GAAP, Tax Preparation, Tax Advisory, Tax Returns, Financial Analysis, Tax Research
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Bachalor of Commerce - Specialization in Accouting (co-op), Business
Punit & Associates Professional Corporation February 2014 - Present
KPMG January 2010 - December 2013
Deloitte & Touche 2008 - 2009
University of Ottawa - Telfer School of Management September 2006 - April 2008
Ontario Ministry of Finance: Corporate Tax Branch June 2005 - September 2005
Skills
Tax, Income Tax, Corporate Tax, IFRS, Accounting, International Tax, Auditing, Financial Reporting, GAAP, Tax Preparation, Tax Advisory, Tax Returns, Financial Analysis, Tax Research
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Bachalor of Commerce - Specialization in Accouting (co-op), Business
Kent Horner's Deloitte & Touche Experience August 2005 - March 2013
Job Director Accounting Policy at Freddie Mac
Industry Accounting
Experience
Freddie Mac July 2015 - Present
Freddie Mac March 2013 - June 2015
Deloitte & Touche August 2005 - March 2013
Deloitte 2006 - 2007
ParenteBeard LLC 2004 - 2005
Skills
US GAAP, External Audit, Financial Accounting, CPA, Sarbanes-Oxley, Consolidation, Transfers of Financial..., Impairment, Equity Method of...
Education
University of Pittsburgh 2001 — 2005
Freddie Mac July 2015 - Present
Freddie Mac March 2013 - June 2015
Deloitte & Touche August 2005 - March 2013
Deloitte 2006 - 2007
ParenteBeard LLC 2004 - 2005
Skills
US GAAP, External Audit, Financial Accounting, CPA, Sarbanes-Oxley, Consolidation, Transfers of Financial..., Impairment, Equity Method of...
Education
University of Pittsburgh 2001 — 2005
Kara Hogan's Deloitte & Touche Experience September 2008 - June 2010
Job Athletic Business Manager at Eastern Washington University
Industry Sports
Experience
Eastern Washington University November 2010 - Present
Eastern Washington University August 2010 - November 2010
Deloitte & Touche September 2008 - June 2010
Skills
Outlook, PowerPoint, Word, Excel, Microsoft Office
Education
University of Washington 2010 — 2011
Master of Education (MEd), Intercollegiate Athletics
University of Portland 2004 — 2008
Bachelors of Business Administration, Accounting, Economics
Eastern Washington University November 2010 - Present
Eastern Washington University August 2010 - November 2010
Deloitte & Touche September 2008 - June 2010
Skills
Outlook, PowerPoint, Word, Excel, Microsoft Office
Education
University of Washington 2010 — 2011
Master of Education (MEd), Intercollegiate Athletics
University of Portland 2004 — 2008
Bachelors of Business Administration, Accounting, Economics
Maureen Nacy's Deloitte & Touche Experience September 2008 - November 2012
Job Finance Senior Accountant at KKR
Industry Management Consulting
Experience
KKR November 2012 - Present
Deloitte & Touche September 2008 - November 2012
Dick's Sporting Goods November 2006 - June 2008
Skills
Accounting, Financial Reporting, Quality Auditing, Sarbanes-Oxley Act, Auditing
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science in Business Administration, Finance & Accounting
KKR November 2012 - Present
Deloitte & Touche September 2008 - November 2012
Dick's Sporting Goods November 2006 - June 2008
Skills
Accounting, Financial Reporting, Quality Auditing, Sarbanes-Oxley Act, Auditing
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science in Business Administration, Finance & Accounting
Rachel Wiehoff's Deloitte & Touche Experience September 2010 - August 2012
Job Graduate Student at University of St Thomas
Industry Education Management
Experience
Deloitte & Touche September 2010 - August 2012
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
Master of Science of Accountancy, Auditing
University of Notre Dame - Mendoza College of Business 2005 — 2009
University of St. Thomas
Master of Arts (M.A.), Secondary Education and Teaching
Deloitte & Touche September 2010 - August 2012
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
Master of Science of Accountancy, Auditing
University of Notre Dame - Mendoza College of Business 2005 — 2009
University of St. Thomas
Master of Arts (M.A.), Secondary Education and Teaching
C.P.A. Robert Cabello's Deloitte & Touche Experience 1987 - 1990
Job at
Industry Automotive
Experience
RCL, CPA April 2015 - Present
Premier Warranty Services September 2013 - March 2015
Suzuki del Caribe, Inc. 2002 - 2013
Suzuki del Caribe, Inc. September 1992 - April 2002
Kevane Grant Thornton August 1990 - August 1992
Deloitte & Touche 1987 - 1990
Kevane Grant Thornton 1986 - 1987
Skills
Financial Accounting, Forecasting, Banking Relationships, Cash Management, Corporate Budgeting, Pension Administration, Corporate Affairs, Human Resources, Foreing Trade Zones, Internal Controls, Cash Flow, General Ledger, Budgets, Analysis, Finance, Accounts Payable, Business Planning, Auditing, Payroll, Accounting, Accounts Receivable, Project Planning, Management
Education
University of Puerto Rico-Mayaguez
Bachelor of Business Administration (B.B.A.), Accounting
RCL, CPA April 2015 - Present
Premier Warranty Services September 2013 - March 2015
Suzuki del Caribe, Inc. 2002 - 2013
Suzuki del Caribe, Inc. September 1992 - April 2002
Kevane Grant Thornton August 1990 - August 1992
Deloitte & Touche 1987 - 1990
Kevane Grant Thornton 1986 - 1987
Skills
Financial Accounting, Forecasting, Banking Relationships, Cash Management, Corporate Budgeting, Pension Administration, Corporate Affairs, Human Resources, Foreing Trade Zones, Internal Controls, Cash Flow, General Ledger, Budgets, Analysis, Finance, Accounts Payable, Business Planning, Auditing, Payroll, Accounting, Accounts Receivable, Project Planning, Management
Education
University of Puerto Rico-Mayaguez
Bachelor of Business Administration (B.B.A.), Accounting
Jason Engstrom's Deloitte & Touche Experience August 2006 - March 2009
Job Analyst at Ziff Brothers Investments
Industry Financial Services
Experience
Ziff Brothers Investments February 2013 - Present
Ziff Brothers Investments March 2012 - February 2013
Ziff Brothers Investments March 2009 - February 2012
Deloitte & Touche August 2006 - March 2009
Education
University of Oklahoma 2004 — 2006
Master of Accountancy, Accounting
University of Oklahoma 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Ziff Brothers Investments February 2013 - Present
Ziff Brothers Investments March 2012 - February 2013
Ziff Brothers Investments March 2009 - February 2012
Deloitte & Touche August 2006 - March 2009
Education
University of Oklahoma 2004 — 2006
Master of Accountancy, Accounting
University of Oklahoma 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY