Financial Executives International
Industry: Company
DescriptionFinancial Executives International is a member-service–oriented organization based in Morristown, New Jersey, for senior-level financial executives in companies in varying sizes, both public and private, and in all industries. Headquarters: Morristown, NJ Founded: 1931 Subsidiary: Financial Executives International Canada
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Financial Executives International Employees
StreetMac LLC January 2014 - Present
Financial Executives International July 2012 - June 2014
Synetro Group LLC January 2013 - December 2013
Lee & Associates of Illinois, LLC October 2011 - December 2012
Tucker Development Corporation August 2002 - September 2011
Precision Die Cutting & Finishing Co. Inc. January 1998 - January 2001
Skills
Finance, Yardi, Cash Management, General Ledger, Financial Analysis, Financial Reporting, Budget, Real Estate, Due Diligence, Forecasting, Strategic Financial..., Construction Draw..., Budgets, Managerial Finance, Business Planning, Accounts Receivable, Internal Controls, Accounts Payable, Corporate Finance, Financial Modeling, QuickBooks, Cash Flow, Risk Management, Management, Human Resources, Cash Flow Forecasting, CPA, Employee Benefits, Financial Statements, Variance Analysis, Start-ups, Strategy, Executive Management, Restructuring, Internal Audit, US GAAP, Auditing, GAAP
Education
University of Wisconsin-Madison - School of Business 1983 — 1987
Bachelor's Degree, Accounting and Finance
Roosevelt University 2008 — 2011
Master's Degree, Human Resources Management and Services
GTI-Government Transformation Initiative December 2012 - Present
Government Transformation Initiative July 2012 - Present
University of Virginia January 1982 - April 2013
Financial Executives International 2008 - 2010
American Council of Young Political Leaders June 1972 - May 1988
Skills
Accounting, Mergers, Management Consulting, Financial Modeling, Business Strategy, Auditing, Forecasting, Business Process..., Strategy, Professional Services, Internal Controls, Internal Audit, Business Valuation, Strategic Planning, New Business Development
Education
University of Virginia-McIntire School of Commerce 1959 — 1963
BS, Accounting and Business/Management
American University, Washington College of Law 1963 — 1967
Doctor of Law (JD)
Boys & Girls Clubs of Metro Phoenix 2015 - Present
Keyser January 2013 - Present
Financial Executives International 2013 - Present
City to City Commercial 2009 - January 2013
Sell & Associates 2008 - 2009
Skills
Investment Properties, Property Disposition, Real Estate Transactions, Strategic Planning, Contract Negotiation, Leases, Leadership, Strategy
Education
Arizona State University
Finance, Finance
American Crossroads February 2015 - Present
National Republican Congressional Committee July 2013 - January 2015
National Republican Congressional Committee January 2013 - July 2013
National Republican Congressional Committee February 2011 - January 2013
Financial Executives International September 2010 - January 2011
One Source January 2010 - August 2010
cTechnology September 2009 - December 2009
Blackburn for Congress June 2007 - December 2007
Skills
Research, Fundraising, Leadership, Public Policy, Customer Service, Government, Nonprofits, Policy Analysis, Microsoft Office, Public Speaking, Budgets, Policy, Community Outreach, Public Relations, Strategic Communications
Education
The Johns Hopkins University - Carey Business School 2015 — 2018
Master of Business Administration (MBA)
Belmont University
BS, International Economics
Zecho LLC November 2014 - Present
Expense Reduction Analysts March 2009 - Present
Financial Executives International July 2012 - Present
Main Electric Supply December 2003 - October 2008
StraubelStone LLC March 1998 - November 2003
national education October 1995 - January 1998
Advanced Logic Research June 1991 - October 1995
Ernst & Young 1986 - 1991
Skills
Operations Management, Process Improvement, Expenses, Profit Maximization, Business Development, Entrepreneurship, Strategic Planning, Management, Networking, Turn Around Management, Strategic Thinking, Cash Flow, Accounting, Sales, ERP, Finance, Business Planning, Financial Modeling, Project Planning, Management Consulting, Change Management, Mergers & Acquisitions, Financial Analysis, Executive Management, Strategy, Business Process..., Consulting, Due Diligence, Business Strategy
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
Master of Business Administration (MBA)
San Diego State University-California State University 1978 — 1985
BS & MS, Accounting, Tax
Ascentria Care Alliance 2014 - 2015
Ascentria Care Alliance 2014 - 2015
Financial Executives International June 2014 - August 2014
Repsly January 2014 - June 2014
ABN personnel network January 2012 - May 2013
Wipro January 2010 - January 2012
Skills
Microsoft Excel, SPSS, Statistics, Research, Google Analytics, Data Analysis, GSM, GPRS, C++ Language, Unix, Eclipse, HTML, Nonprofits, Community Outreach, Marketing Management, HubSpot, Inbound Marketing, Digital Marketing, Inbound Lead Generation, Social Media Marketing, Google Adwords, Web Analytics, SGSN, LTE, CRM, Analytics, Excels, Leadership, Strategy, Management, Team Management, Marketing, Business Analysis, SQL, SAS
Education
Clark University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing and Management Information Systems
Birla Institute of Technology 2005 — 2009
Bachelor of Engineering (B.E.), Civil Engineering
Sony Music Entertainment September 2015 - Present
Financial Executives International October 2012 - Present
Wilston Promotions 2010 - 2012
Scranton Wilkes-Barre Yankees May 2011 - August 2011
Skills
Leadership, Customer Service, Management, Marketing, Sales, Event Planning, Social Networking, Social Media
Education
King's College 2008 — 2012
Bachelor of Science (B.S.), Business Administration, 3.3/4.0
McGowan School of Business
Business Administration AACSB
Rymax Marketing Services January 2014 - Present
Chatterbox Drive-In July 2004 - Present
Financial Executives International April 2013 - December 2013
Fairleigh Dickinson University Center for Business Students October 2009 - May 2012
Skills
Marketing, Direct Marketing, Accounting, PowerPoint, Event Planning, Marketing Research, Time Management, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Outlook, Customer Service, Social Networking, Facebook, Social Media Marketing, Customer Satisfaction, Event Management, Leadership
Education
Fairleigh Dickinson University 2009 — 2012
Bachelor of Science, Marketing
University of New Haven 2008 — 2009
International Business
High Point Regional High School 2004 — 2008
Legal Management Consulting February 2007 - Present
Baker & McKenzie 2005 - 2007
Barclays 2001 - 2004
Pillsbury 2000 - 2001
Mobil 1996 - 2000
Philadelphia Electric [now Exelon Corporation] 1989 - 1996
Crowell & Moring LLP 1988 - 1989
Financial Executives International 1986 - 1988
Northwest Airlines [now Delta Airlines] 1982 - 1986
Senator Rudy Boschwitz - United States Senate 1981 - 1982
Education
Northwestern University
MA + 2 years postgraduate study, Management Science and Communication Studies
Northwestern University
BS cum laude, Political Science and Communication Studies
Central High School - Crookston, MN
Regions Financial Corporation September 2012 - Present
North Texas Shield Foundation 2012 - Present
Southlake Lions 2011 - Present
Point Bank July 2012 - September 2012
LegacyTexas Bank June 2010 - June 2012
Financial Executives International 2011 - 2012
Bank One 1998 - 2010
Chase Bank 1997 - 2010
NAWBO D/FW 2005 - 2007
Eddie Bauer 1988 - 1997
Skills
Banking, Commercial Banking, Commercial Lending, Financial Analysis, Credit, Small Business Lending, Risk Management, Treasury Management, Loans, Cash Management, Portfolio Management, Finance, Financial Risk, Credit Analysis, Lines Of Credit, Loan Origination
Education
Pace University - Lubin School of Business 1978 — 1980
Master of Business Administration (MBA), International Trade and Economics, Summa CumLaude
Lafayette College 1971 — 1975
BA Political Science and Economics, Law and Economics
Malley & Franey Financial Group 2007 - Present
Financial Executives International 2003 - 2010
Vision-Sciences, Inc. July 1997 - December 2006
Skills
Manufacturing, Revenue Recognition, Tax, Medical Devices, Start-ups, Business Planning, Mergers, Financial Reporting, Accounting, Financial Modeling, Venture Capital, Internal Controls, Investor Relations, Due Diligence, Financial Analysis
Education
Boston University Questrom School of Business 1972 — 1975
MBA, Concentration in Accounting
College of the Holy Cross 1966 — 1970
BA, Philosophy
Meyers Nave August 2014 - Present
Deluxe March 2012 - August 2014
Financial Consultant April 2011 - March 2012
Financial Executives International May 2010 - January 2012
Bain & Company 2001 - 2010
LSI Logic Corporation 1998 - 2001
AirTouch Cellular 1991 - 1998
PepsiCo 1985 - 1991
KPMG 1983 - 1985
Skills
Local Taxes, Business Process..., Coda, Acquisition Integration, Business Transformation, Accounting, Audit, Internal Controls, Financial Planning, SAP, Budgeting, Big 4, Auditing, General Ledger, Financial Analysis, Financial Reporting, Budgets, Strategic Financial..., Consolidation, Tax, Private Equity, Forecasting, Internal Audit, Leadership, Cross-functional Team..., Finance, Due Diligence, Sarbanes-Oxley Act, Business Strategy, Accounts Receivable, Management, Managerial Finance, Mergers & Acquisitions, Outsourcing, Executive Management, Risk Management, Corporate Finance, Restructuring, Cash Flow, Financial Modeling, Analysis, Business Planning, Variance Analysis, Cash Management, US GAAP, GAAP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Management
Texas Christian University - M.J. Neeley School of Business
BBA, Accounting
Clark University March 2014 - Present
University of New Hampshire August 2012 - Present
MorrisFinancialGroup January 2008 - Present
Financial Executives International March 2014 - June 2015
University of Massachusetts Lowell May 2008 - August 2012
L-3 Communications June 2011 - January 2012
CHAN Healthcare March 2006 - April 2008
Harvard Pilgrim Health Care March 2004 - March 2006
UnitedHealth Group - Ingenix (Epidemiology/Data/Research) March 2003 - April 2004
Synarc (BioClinica) August 2001 - April 2003
Skills
Deltek, Costpoint, DCAA, Cost Accounting, Accounting, Budgeting, Auditing, Financial Accounting, Sarbanes-Oxley, Higher Education, Healthcare, Financial Reporting, Financial Modeling, Due Diligence, QuickBooks, Cash Flow, Internal Controls, Revenue Recognition, Finance, SEC filings, Budgets, Internal Audit, Corporate Finance, Cost Management, Process Improvement, Sarbanes-Oxley Act, GAAP, Government Accounting, US GAAP, Managerial Finance, Management Consulting, General Ledger, Financial Analysis, Risk Management, Business Process..., Accounts Payable, Analysis, Financial Audits, Mergers & Acquisitions, Cash Management, Business Planning, Access, Valuation, Forecasting, Executive Management, Start-ups, Capital Budgeting, Program Management, Strategic Financial..., Tax
Education
Bentley University
MSF, Finance, High Distinction
University of Masssachusetts, Amherst Isenberg School of Management
Bachelor of Business Administration (BBA), Finance
L'Universite Catholique de L'Ouest, Angers, France
Certificate de Commerce Internationale, International Business/Trade/Commerce
Financial Executives International June 2012 - April 2015
Greater Los Angeles Professionals 2010 - 2011
Insight Examination Services, Inc. 2009 - 2010
Top Media Sales, Inc. 2008 - 2009
Digital Acquisitions Company, LLC 2006 - 2008
YP Corp. 2004 - 2006
Gold Graphics Manufacturing Co. 2002 - 2004
Century Media, Inc. 2000 - 2002
Summit Group 1996 - 2000
Various Banks 1981 - 1995
Skills
Start-ups, Turnarounds, Financial Analysis, Fiscal Controls, SEC reporting, Treasury, KPI, M&A experience, Cash and Debt Management, GAAP, Regulatory Compliance, Forecasting and Modeling, Contract Negotiations, Supplier Negotiations, Team Building, Change Management, Cash, Turn Around Management, Forecasting, SEC filings, Contract Negotiation, Financial Modeling, Accounting, Strategic Planning, Strategy, Training, Key Performance..., Leadership, Business Planning, Management, Finance, Human Resources, Financial Reporting, Entrepreneurship, Portfolio Management, Strategic Financial..., Risk Management, Budgets, Mergers & Acquisitions, Cash Flow, Process Improvement, Auditing, Analysis, Cash Management, Internal Controls, Executive Management, Competitive Analysis, Managerial Finance, Banking, Internal Audit
Education
California State University-Fullerton
BA, Business Administration / Finance
University of Washington
Professional Certificate, Pacific Coast Banking School
The Washington Center September 2011 - Present
Obama for America April 2012 - November 2012
Financial Executives International May 2010 - August 2010
Education
American University 2013 — 2015
Master of Public Administration (MPA), Applied Politics
Cleveland State University 2007 — 2011
Bachelor of Arts (BA), Political Science
Fairview High School
Financial Executives International March 2015 - Present
Financial Executives International December 2014 - March 2015
Starbucks January 2014 - September 2014
Mayamam Weavers January 2014 - June 2014
Starbucks May 2011 - January 2014
Legislative Office of Assemblyman Gordon Johnson September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management, Social Networking, Marketing
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor’s Degree, International/Global Studies and Political Science
Right at Home - Chatham, NJ January 2012 - Present
Financial Executives International September 2010 - January 2012
Financial Executives International February 2008 - September 2010
Homefirst Interfaith Housing and Family Services May 2007 - December 2007
Skills
Home Care, Seniors, Elder Care, Healthcare, Sociology, Managing Processes, Social Networking, Alzheimer's disease, Painting, Volunteer Management, Caregivers, Disabilities, Certified Home Health..., CHHAs, Live In Care, Companion Care, Home Care in New Jersey, Medication Reminders, Activities of Daily..., Healthcare Consulting, Healthcare Management, Sales Operations, Fundraising, Nonprofits, Policy, Long-term Care, Medicaid, Leadership, Medicare, Executive Management, Community Outreach, Hospitals, Newsletters, Strategic Planning, Public Speaking, Team Building, Blogging, Managed Care, Case Managment, Healthcare Industry, Compassion, Management, Social Media, Quality Improvement, Small Business, Budgets, Social Services, Case Management, Leadership Development, Facebook
Education
Saint Joseph's University 2003 — 2007
Bachelor of Science and Arts, Sociology, Fine Arts
Chatham High School 1999 — 2003
Homeland, LLC January 2015 - Present
Homeland August 2013 - January 2015
United Neighborhood Health Services June 2012 - August 2013
United Neighborhood Health Services February 2012 - June 2012
Robert Half Management Resources July 2010 - February 2012
Financial Executives International July 2010 - February 2012
Nashville Area Chamber of Commerce January 2009 - August 2010
Nashville Area Habitat for Humanity HomeStore September 2008 - December 2008
Copies In A Flash March 2003 - August 2008
Skills
Strategic Planning, Human Resources, Business Strategy, Business Planning, Process Improvement, Project Planning, Accounts Payable, Research, Budgets, Finance, Sales Operations, Customer Service, Purchasing, Accounts Receivable, Recruiting, Leadership, Management, Training, Temporary Placement, Interviews, Financial Analysis, Team Building, Talent Acquisition, Cold Calling, Onboarding, People Skills
Education
Belmont University 2005 — 2009
BBA, Entrepreneurship
The Stoller Group July 2012 - Present
Express Employment Professionals / The Stoller Region July 2012 - Present
Xenium HR July 2012 - Present
Stoller Family Estate July 2012 - Present
Financial Executives International July 2013 - June 2014
Aequitas Capital Management March 2010 - February 2012
Tatum LLC 2006 - 2010
Cornell Pump Co. 2005 - 2006
NACCO Materials Handling Group 2002 - 2004
SUMCO 2000 - 2002
Skills
Mergers, ERP, Portfolio Management, Business Process, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Finance, Executive Management, Strategy, Risk Management, Forecasting, Corporate Finance, Start-ups, Leadership, Business Development, Accounting, Business Strategy, Business Planning, Financial Reporting, Change Management, Sarbanes-Oxley Act, Strategic Planning, Investments, Due Diligence, Managerial Finance
Education
George Fox University 2003 — 2005
MBA
Northeastern University
BSBA, Finance
Inspirage September 2015 - Present
Willapa Bay Enterprises Corporation 2008 - Present
Financial Executives International January 2006 - Present
Tatum 2003 - August 2015
SMITH January 2014 - 2014
EB Brands 2013 - 2013
Tatum 2012 - 2013
Tatum, a Randstad Company 2012 - 2013
Confidential Client 2011 - 2011
The Kuskokwim Corporation 2009 - 2011
Skills
Financial Modeling, Financial Systems..., Strategic Planning, Capital formation /..., Government Contracting, Corporate Governance, Board Training, Treasury Management, Debt Negotiation, Restrictive Covenants, Operations Management, Contract Negotiation, Budgeting, Financial Forecasting, Cash Flow Management, Business Planning, Mergers & Acquisitions, Managerial Finance, Forecasting, Leadership, Management, Finance, Executive Management
Education
Biola University 2012 — 2012
Certificate, Apologetics
University of Washington, Michael G. Foster School of Business 1985 — 1987
MBA, General Management
Shoreline 1970 — 1972
Vincent DiVito, Inc April 2002 - Present
Entertainment Gaming Asia Inc., formerly known as Elixir Gaming Technologies, Inc., 2005 - Present
Financial Executives International July 2014 - Present
Elara Foodservice Packaging, LLC 2011 - Present
Riviera Hotel & Casino 2002 - March 2011
Lonza America Inc 2000 - April 2010
Virtgame 2004 - 2005
Lawson Mardon Wheaton 1998 - 2000
Lawson Mardon Packaging 1994 - 1998
Miracle Adhesives Corp 1984 - 1990
Skills
Manufacturing, M&A experience, Financial Managment, SEC filings, Accounting, Financial Risk..., Mergers, Corporate Governance, Start-ups, Valuation, Mergers & Acquisitions, Corporate Finance, Budgets, Business Planning, Business Strategy, Finance, Board of Directors, Restructuring, Financial Modeling, Venture Capital, Private Equity, Financial Reporting, Due Diligence, Management, Auditing, Consulting, Leadership, Executive Management, Sarbanes-Oxley Act, Internal Controls, Acquisition Integration, IPO, Public Companies, Financial Analysis, Corporate Development, Divestitures, Managerial Finance, Forecasting, Business Valuation, Risk Management, Strategy, Strategic Financial..., Cost Accounting, Investor Relations, Financial Accounting, Enterprise Risk..., Treasury Management, Cash Management, Turn Around Management, Management Consulting
Education
Adelphi University 1989 — 1993
MBA, Finance
Adelphi University 1978 — 1982
BBA, Accounting
St. John the Baptist, West Islip 1974 — 1978
CFO Executive Services February 2012 - Present
Marquis Advisory Group LLC February 2013 - March 2014
Prosper Marketplace May 2013 - August 2013
Solano Napa Habitat for Humanity June 2010 - October 2012
Tatum June 2007 - February 2012
Financial Executives International August 2009 - November 2011
Protiviti June 2006 - July 2006
Wells Fargo Funds Management June 2001 - February 2006
RHI 2000 - 2001
Bank of America February 1979 - February 1999
Skills
Strategic Planning, Financial Analysis, Budgeting, Forecasting, Risk Management, Business Planning, Mergers, Due Diligence, Financial Reporting, Internal Controls, Business Strategy, Compliance, Financial Management, Change Management, SOX, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Non-profits, Board Development, Non-profit Fund..., Board Governance, Start-ups, Mergers & Acquisitions, Strategic Financial..., Budgets, Management, Banking, Management Consulting, Finance, Financial Services, Leadership, Nonprofits, Business Development, Business Process..., Analysis, Investments, Portfolio Management, Executive Management, Auditing, Corporate Finance, Financial Planning
Education
National University 1986 — 1988
MBA
University of Redlands 1984 — 1986
BS
A&F Nemec Recruitment March 2012 - Present
Manitoba Sports Hall of Fame April 2012 - Present
Rossmere Country Club January 2013 - Present
Financial Executives International 1999 - 2015
Institute of Chartered Accountants of Manitoba 1984 - 2015
CXA Recruiting November 2007 - April 2012
HRMAM 2004 - 2009
TelPay Incorporated 2002 - 2003
Moffat Canadian Cable Company 1998 - 2001
Wpg Convention Centre 1996 - 1999
Skills
Internal Controls, Accounting, Business Planning, Financial Analysis, Financial Reporting, Recruitment, Mentorship, Permanent Placement, Recruiting, Personnel Management, Business Strategy, Process Improvement, Finance, Training, Business Development, Management, Strategic Planning, Business Process..., Corporate Finance, Executive Management, Forecasting, Managerial Finance, Auditing, Strategic Financial..., Financial Accounting
Education
Lakehead University 1977 — 1982
Business Administration, accounting major
University of Manitoba
Chartered Accountant, Accounting
The University System of Maryland 2007 - Present
Financial Executives International 2007 - Present
Mankyth Greene Corporation January 1995 - January 2010
NTI 1999 - 2007
Encore Marketing International 1989 - 1999
Skills
Business Development, Strategic Planning, Project Management, Social Media Marketing, Corporate Finance, SEO, Financial Modeling, Cloud Computing, Business Intelligence, International Business, International Business..., Mergers & Acquisitions, Facebook, Microsoft Excel, Data Modeling, ERP, Consumer Decision..., Emerging Business..., Business Development..., International Sales, Linkedin, Google +, Financial Planning &..., Corporate Financial..., Pivot Tables, ERP Systems, Certified Global..., Technology..., International Business..., Financial Analysis, Management Consulting, Business, Entrepreneurship, Google Technologies, Team Building, Strategies
Education
Cornell University
MBA, Finance and General Management
Loyola University Maryland
Post Graduate Cousework
Western Maryland College
BA, Chemistry, Mathematics
VectorPoint Ventures, LLC May 2011 - Present
Keiretsu Forum March 2013 - Present
Gladheart Management 2010 - Present
Keiretsu Forum Northwest 2010 - Present
Financial Executives International April 2004 - Present
CarePayment Technologies, Inc. December 2009 - April 2010
Printing Today, Inc. July 2009 - April 2010
Aequitas Capital Management, Inc. August 2004 - April 2010
microHelix, Inc. December 2007 - December 2009
Resolute Solutions, Inc. September 2008 - March 2009
Skills
Venture Capital, Private Equity, Leadership, Finance, Investment Banking, Networking, Restructuring, Business Strategy, Investments, Executive Management, Mergers, Strategic Planning, Deal Sourcing, Due Diligence, Start-ups, Asset Managment, Capital Raising, Mergers & Acquisitions, Corporate Development, Business Development, Financial Analysis, Entrepreneurship, Change Management, Funding, Team Building, Strategy, Negotiation, Management Consulting, Management, Asset Management, Analytics, Operations Management, Acquisitions, Financial Modeling, Strategic Partnerships, Corporate Finance, Banking, Angel Investing, Valuation, Private Placements, Business Planning, Investor Relations, IPO, Divestitures, Portfolio Management, Financial Structuring, Business Valuation, M&A experience, Investment Management, Acquisition Integration
Education
Series 65 FINRA qualification (inactive)
Clackamas Community College
Associate of Arts
George Fox University
MBA
George Fox University
BA
Oregon State University
Portland State University
Kintivo May 2013 - Present
Red Arrow Partners March 2010 - June 2013
SusQtech June 2006 - March 2010
Wildebeest Media Inc. December 2001 - June 2006
Susquehanna Technologies August 1999 - January 2002
Financial Executives International May 1989 - June 1999
Skills
Risk Management, Contract Management, Business Strategy, Corporate Culture, Growth Management, Creative Direction, Creative Strategy, Graphic Design, Marketing Communications, Advertising, Creative and UI..., Team Building, Facilities Development, Resourcing and Logistics, Branding and Identity, Crisis Management, Human Resources, Talent Development, Program/Project/Customer..., Branding & Identity, Business Process, SharePoint, Agile Methodologies, Talent Management, Strategy, Strategic Planning, Training, Program Management, Management, Social Media Marketing
Education
School of Visual Arts 1977 — 1981
BFA, Media Arts
New Jersey Institute of Technology 1998 — 1999
Certification, Internet Management
Stanley Black & Decker , Inc. May 2013 - Present
IBM December 2010 - May 2013
Financial Executives International August 2001 - December 2010
Bi Logix, Inc. August 2000 - April 2001
Perseus Books Group LLC March 1998 - August 2000
CNBC May 1997 - March 1998
PwC October 1994 - May 1997
Skills
Financial Reporting, Accounting, Revenue Recognition, Forecasting, SOX, Budgeting, Accounts Receivable, Compliance, Analysis, Microsoft Office, Contract Negotiation, Consolidation, Excel, Cost, Policy, Auditing, Audit, Research, Planning, SEC reporting, US GAAP, Technical Accounting, Cost Accounting, General Ledger, Investor Relations, Budgets, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Financial Accounting, GAAP, Mergers & Acquisitions, Internal Audit, IFRS, Variance Analysis, Sarbanes-Oxley, Financial Audits, Corporate Finance, Account Reconciliation, Accounts Payable, Finance, Financial Statements, Tax, Financial Forecasting, Payroll, Cash Flow Forecasting, Treasury, Financial Modeling, Managerial Finance, Strategic Financial...
Education
Iona College 1998 — 2005
Master of Science
Baruch College, City University of New York (CUNY) 1990 — 1994
Bachelor of Business Administration
Genzyme, a Sanofi company December 2014 - Present
Financial Executives International November 2009 - Present
Shaklee Corporation March 2014 - November 2014
AREVA Solar December 2011 - March 2014
Alstom Grid January 2010 - December 2011
AREVA T&D January 2010 - July 2010
DURA June 2005 - July 2009
Valeo January 1996 - June 2005
Skills
Managerial Finance, Financial Reporting, Forecasting, Mergers & Acquisitions, Finance, Strategy, Accounting, Restructuring, Auditing, Management, Budgets, Business Planning, Analysis, US GAAP, IFRS, Mergers, ERP, Leadership, Cash Management, Strategic Planning, Consolidation, Financial Analysis, Project Planning, Tax
Education
Canisius College
BS, Accounting
Center for Creative Leadership
Leadership and High-Performance Teams
INSEAD
Senior Management Training
Bandana Media 2013 - Present
Financial Executives International 2008 - 2014
Chesterfield Hockey Association 2010 - 2013
Stone Carlie 2010 - 2012
NYGÅRD International 2005 - 2009
Tiltran Services 2003 - 2005
Morlee Group 2000 - 2002
Advancing Play, Inc. 1987 - 2000
Skills
Strategic Planning, Global Operations, International Finance, Leadership, Full P&L Responsibility, Cross Functional..., Board of Director..., Budgets, Business Planning, Retail, Business Development, Analysis, Accounting, Management, Wholesale Operations, Distribution Center..., Board Governance, Manufacturing, Engineering, Construction, Mentoring & Employee..., High Profile Client..., Process Improvement, P&L Management, Executive Management, CRM, Strategy, Team Leadership, Business Process, Board of Directors, Managerial Finance, Supply Chain, Project Management, Finance
Education
Institute of Chartered Accountants of Ontario
CPA
Society of Management Accountants of Ontario
CMA
Ivey Business School at Western University 1985 — 1987
HBA
University of Manchester - Manchester Business School 1986 — 1986
National Paving Company, Inc November 2011 - Present
Leaders in Financial Accounting in Arkansas and Louisana May 2005 - Present
Chief Financial Officer (CFO) Network 2013 - 2015
Chief Financial Officer (CFO) Network 2013 - 2015
Chief Financial Officer (CFO) Network 2013 - 2015
Chief Financial Officer (CFO) Network 2013 - 2015
Safeway Building Services, Inc. November 2010 - November 2011
National Paving Company May 2005 - November 2010
Financial Executives International 1977 - 2010
Interm & Contract Financial Executive 2003 - 2005
Skills
Mergers, Financial Analysis, Cash Flow, Simulation, Banking Relationships, CFOs, Financial Accounting, Auditing, Audit Reports, GAAP, Consolidated Financial..., Working Capital..., Covenant Compliance, Cashflow Analysis, Corporate Finance, M&A experience, Financial Reporting, Budget Process, CMA, CFM, Financial Operations, Controllership Functions, Credit Negotiations, Lines Of Credit, Leadership, SEC filings, Simulations, Accounts Receivable, Cost Accounting, Cash Management, Treasury, General Ledger, Finance, Budgets, Executive Management, Mergers & Acquisitions, Internal Controls, Managerial Finance, Strategy, Restructuring, Treasury Management, Accounting, Due Diligence, Analysis, Acquisition Integration, Tax, Financial Forecasting, Revenue Recognition, Financial Statements, Sarbanes-Oxley Act
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Masters of Business Administration, Exectutive Management
Assemblies of God Theological Seminary 1976 — 1978
Master of Arts (MA), Biblical Studies
Indiana University of Pennsylvania 1967 — 1971
BA, Physics & Math
Top Value Realty April 2012 - Present
Top Value Referral LLC March 2013 - Present
EXIT REALTY LANDMARK March 2011 - January 2013
Exit Realty Gold Service January 2009 - December 2011
Marsh Inc January 2005 - December 2008
Marsh Stars 2000 - 2005
Marsh Inc. - Risk Technologies Practice 2000 - 2004
Financial Executives International 1992 - 1994
Skills
Real Estate, Financial Analysis, Investment Properties, Microsoft Excel, Accounting, Contract Negotiation, Foreclosures, First Time Home Buyers, Property Management, Referrals, Sellers, Real Estate Transactions, Residential Homes, Real Property, Property, Negotiation, Commercial Real Estate, Leases, Finance, Buyer Representation, Investors, Sales, Condos, Rentals, Relocation
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2000
Bachelor of Science (B.S.), Accounting
County College of Morris
Associate's Degree, Accounting
Crestview Associates, LLC February 2005 - Present
Financial Executives International July 2014 - Present
Finis Inc January 2005 - Present
City of San Carlos January 2008 - July 2014
Financial Executives International November 2007 - June 2014
Convo Communications September 2009 - February 2013
Northgate Environmental Management May 2008 - May 2012
WattStopper February 1997 - February 2005
NetExpress, Inc. November 1984 - February 1992
North Star Computers, Inc. July 1982 - November 1984
Skills
Mergers, Accounting, Strategic Planning, Financial Reporting, Financial Analysis, Business Planning, Start-ups, Business Strategy, Forecasting, Management Consulting, Due Diligence, Negotiation, Analysis, Budgets, Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Leadership, Strategy, IPO, Acquisition Integration, Finance, Program Management, Internal Controls, Restructuring, SEC filings
Education
Golden Gate University 1979 — 1980
MBA, International Finance
University of Pennsylvania - The Wharton School 1968 — 1972
BS, Finance and Accounting
Drexel University
North Central College October 2001 - July 2012
Winchester Electronics Corporation November 2008 - March 2010
Financial Executives International April 2008 - November 2008
The Spring Air Company July 2007 - June 2008
Consolidated Bedding, Inc. 2005 - June 2008
CIRCOR International, Inc., Public, Industrial/Military Valves 2004 - 2005
Tellabs 1988 - 2004
Skills
Acquisition Integration, Acquisition Analysis, Accounting, Cash Management, Private Equity, Board Presentations, Board Reporting, Treasury Management, Risk Management, Financial Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Budgeting, Team Building, Business Transformation, International Business, IT Management, Audit, Contract Negotiation, Cost Reduction, Margin Enhancement, Business Turnaround, Strategic Planning, Insurance, Investments, Change Management, Management Consulting, Non-profits, Lean Manufacturing, ERP, Procurement, Process Improvement, Inventory Control, International Joint..., Debt Management, Foreign Exchange..., Board Relations, Business Acquisition, Virtual Data Rooms, FCPA, Budgets, Strategy, Business Valuation, Due Diligence, Mergers & Acquisitions, Auditing, Executive Management, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters of Management, Finance and Operations
North Central College 1976 — 1981
B.A., Business Administration, Psychology
WordSuite May 1989 - Present
University of California, Hastings College of the Law May 2011 - February 2012
University of California, Hastings College of the Law January 2011 - May 2011
Stanford Graduate School of Business August 2009 - January 2010
The Conference Publishers January 2009 - December 2009
Financial Executives International April 2000 - December 2009
Six Red Marbles 2009 - 2009
Pearson Education January 2004 - December 2008
Horizon Group USA September 2006 - September 2008
Greenwood Investments, Inc. January 2002 - January 2006
Skills
Editing, Writing, Published Author, Copy Editing, Content Writing, Corporate Communications, Marketing Communications, Web Content, Copywriting, SEO Copywriting, Chicago Style, AP Style, Social Media, Web Editing, HTML, Technical Writing, Marketing, Publications, Creative Writing, Content Management, Content Development, Non-fiction, Strategic Communications, Online Publishing, Internal Communications, Publicity, Newsletters, Marketing Copy, Content Strategy, Press Releases, Ebooks, Research, Feature Articles, Public Speaking, Books, Book Writing, Journalism, Proposal Writing, Freelance Writing, Interviews, Manuscript Development, Ghostwriting, Storytelling, Microsoft Office, Web Content Management, Magazines, Speech Writing, Blogging, Publishing, Public Relations
Education
University of California, Davis 2006 — 2008
Certificate, Web Development
Stanford University 2010 — 2012
Certificate, Novel Writing
Golden Gate University 1982 — 1983
MBA, General management, finance
University of Virginia - Darden Graduate School of Business Administration 1981 — 1982
MBA, General Management
The College of William and Mary 1974 — 1976
BA, Education, English, psychology
Scotch Plains Fanwood High School 1969 — 1972
High School, College Prep
City of Springfield, Missouri October 2012 - July 2015
Springfield Police Department February 2015 - May 2015
Financial Executives International January 2014 - May 2014
Kumon June 2012 - October 2012
Skills
Intermediate French, VoterVoice, SPSS, Public Speaking, Research, Microsoft Excel, Microsoft Word, Policy Analysis
Education
Drury University 2012 — 2015
Bachelor of Arts (B.A.), American Political Studies
The Washington Center for Internships and Academic Seminars 2014 — 2014
Academic Internship Semester, Politics and Public Policy
Kickapoo High School 2008 — 2012
High School
University of Missouri-Columbia
Political Science and Government
Greater Boston Chamber of Commerce May 2004 - Present
Financial Executives International July 2014 - Present
Skills
Strategic Planning, Leadership, Finance, Financial Modeling, Budgets, Financial Reporting, Mergers & Acquisitions, Non-profits, Fundraising, Accounting, Financial Analysis, Nonprofits, Strategy, Revenue Recognition, Executive Management, Team Building, Managerial Finance, Forecasting, Business Development, Risk Management, Project Management, Financial Planning, Cash Management, Team Leadership, Strategic Financial..., Non-profit Board..., Non-profit..., Vendor Relationships, Budget Process, IT Management
Education
Boston College 1979 — 1983
BA, Psychology
Northeastern University 1985 — 1987
MBA, Finance
Bentley University 1993 — 1995
Certificate, Accountancy
St. Sebastian's School 1975 — 1979
HS
Foster and Adoptive Family Services (FAFS) April 2014 - Present
Foster and Adoptive Family Services May 2013 - Present
The Creative Group June 2011 - Present
Mt. Zion Ministries/ Higher Dimension 2009 - Present
SAI Global 2006 - June 2009
Rutgers University April 2005 - May 2006
Financial Executives International 2002 - 2005
Johnson & Johnson January 2001 - January 2002
Skills
Microsoft Office, Internet, Intranet, Adobe Creative Suite, QuarkXPress, Salesforce.com, Press Releases, Newsletters, Coordinating Events, Writing, Crisis Management, Editing, Event Planning
Education
Rutgers University-New Brunswick 2000 — 2002
MCIS, Communication and Information Studies
Le Moyne College 1995 — 1999
Bachelors, English/Communications
Robert Half Management Resources 2015 - Present
Kaiser Permanente 2012 - 2015
Oregon Society of CPA's 2013 - 2014
Providence Health & Services 2011 - August 2012
Financial Executives International 2008 - 2010
The Rasmussen Group, LLC 2005 - 2010
Protiviti, Inc. 2002 - 2005
Ernst & Young, LLP 1999 - 2002
Legacy Health System 1988 - 1999
Skills
Internal Controls, Sarbanes-Oxley Act, Business Process..., Auditing, Internal Audit, Enterprise Risk..., Accounting, Leadership, CPA, Budgets, Management, Sarbanes-Oxley, Finance, Risk Management, Strategic Planning, Analysis, Strategy, Process Improvement, Financial Reporting, Financial Analysis, Managerial Finance, Financial Risk, Program Management, HIPAA, Insurance, Medical Compliance, Management Consulting, Corporate Governance, Executive Management, Nonprofits, Risk Assessment, Mergers & Acquisitions, Consulting, Healthcare Compliance, Model Audit Rule..., Business Development
Education
Portland State University
H.S. Grace & Company, Inc. October 2014 - Present
U.S. Securities and Exchange Commission July 2000 - May 2011
Financial Executives International 1994 - 2000
AT&T Corporate Headquarters 1987 - 1994
Skills
Financial reporting and..., Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, SEC filings, US GAAP, Financial Accounting, IFRS, Financial Analysis, Sarbanes-Oxley Act, External Audit, CPA, Tax, Financial Modeling, Revenue Recognition, Assurance, Corporate Governance, Forensic Accounting, Corporate Finance
Education
Fairleigh Dickinson University-Florham Campus 1985 — 1992
Master of Business Administration (M.B.A.), Accounting
Duke University 1986 — 1986
Advanced Management Program
University of Maryland College Park 1974 — 1985
Bachelor's Degree, Management
Harvey & Binnall PLLC August 2014 - January 2015
Bronley & Binnall, PLLC May 2014 - August 2014
Office of the City Attorney June 2013 - December 2013
EKU Office of Regional Stewardship August 2011 - May 2012
Financial Executives International May 2011 - August 2011
Skills
Public Speaking, Legal Writing, Policy, Public Policy, Legal Research, Legislative Relations, Political Campaigns, Westlaw, Litigation, Civil Litigation
Education
George Mason University School of Law 2012 — 2015
Doctor of Law (J.D.)
Eastern Kentucky University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Versatex Building Products, LLC January 2015 - Present
Werner Co September 2012 - December 2014
Thermal Industries, Inc. June 1998 - September 2012
Financial Executives International 2010 - 2011
Universal Rundle Corporation August 1991 - June 1998
Price Waterhouse Coopers 1984 - 1988
Skills
Financial Reporting, Budgeting, Forecasting, Financial Analysis, Strategic Planning, Negotiation, Microsoft Office, Restructuring, Operations Management, Finance, Accounting, Change Management, Analysis, Cost Accounting, Financial Modeling, Due Diligence, Process Improvement, Pricing, Team Building, Purchasing, Budgets, Accounts Receivable, Inventory Management, Risk Management, Human Resources, Auditing, Manufacturing, Business Planning, Contract Negotiation, Leadership, Mergers & Acquisitions, Project Planning, Income Statement, Management, Managerial Finance, Accounts Payable, Cash Management, Mergers, General Ledger, Acquisition Integration, Business Process..., CPA, Cash Flow, Executive Management, GAAP, Internal Audit, Internal Controls, Revenue Recognition, US GAAP, Variance Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, General Management & HR
Robert Morris University 1980 — 1983
BSBA, Accounting
YWCA of San Francisco and Marin August 2015 - Present
Carlisle & Gallagher Consulting Group July 2014 - Present
Financial Executives International December 2008 - July 2015
Solomon Edwards Group LLC (CFO Advisory Firm) October 2013 - April 2014
Bank of the West, BNP Paribas Group (Solomon Edwards Group LLC M Squared Consulting) July 2012 - July 2013
Wells Fargo June 2009 - October 2011
Genworth Financial February 2007 - June 2009
AIG SunAmerica January 2001 - January 2007
Fidelity Investments August 1991 - January 2001
Skills
Project Management, Financial Analysis, Business Analysis, Strategy, Risk Management, Finance, Financial Modeling, Leadership, Business Planning, Management, Competitive Analysis, Analytics, Business Strategy, Cross-functional Team..., Mergers & Acquisitions
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Finance and Organizational Behavior
Simmons College
BA, Finance and Economics
American Accounting Association August 2015 - Present
Financial Executives International July 2014 - Present
Logical-R Joint Venture January 2014 - Present
Financial Executives International July 2011 - Present
ISACA July 2011 - Present
Drexel University August 2010 - Present
REDE, Inc. January 2002 - Present
American Accounting Association 2012 - 2014
The Institute of Management Accountants 2009 - October 2013
The Institute of Management Accountants 2007 - 2010
Skills
Leadership, Accounting, Strategy, Finance, Sarbanes-Oxley Act, Managerial Finance, Management, Entrepreneurship, Internal Controls, Financial Reporting, Internal Audit, Small Business..., Organizational..., Human Resources, Program Management, Executive Education, GAAP, Cash Flow Forecasting, Governance, Proposal Writing, Strategic Planning, Analysis, Public Speaking, Research, Microsoft Office, PowerPoint, Marketing, Financial Analysis, Fundraising
Education
Texas A&M University 1989 — 1992
PhD, Accounting
Clark Atlanta University 1978 — 1980
MBA, Accounting
University of Southern California 1974 — 1978
BA, Journalism
Vic Fitch 2010 - Present
Sage Energy Development Ltd. 2012 - Present
SpiderPlow Services Inc. 2014 - Present
Financial Executives International 2011 - Present
Phoenix Oilfield Hauling Inc. 2011 - 2012
CanElson Drilling Inc. 2010 - 2011
Xtreme Coil Drilling Corp. 2006 - 2009
Savanna Energy Services Corp. 2001 - 2006
Plains Perforating Ltd. (subsidiary of Precision Drilling Corporation) 2000 - 2001
Round-Up Well Servicing Corp. and Fleet Coil Technologies Corp. 1997 - 2000
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Budgets, Risk Management, Auditing, Strategic Planning, Managerial Finance, Mergers & Acquisitions, Strategy, Financial Modeling, Mergers, Forecasting, Tax, Cash Flow, Finance, Variance Analysis, Business Strategy, Operations Management, Due Diligence, Project Management, Corporate Finance, Strategic Financial..., IFRS, Executive Management, Sarbanes-Oxley Act, Cash Management, Business Planning, Restructuring, Valuation, Business Process..., Private Equity, Financial Accounting, Business Valuation, Treasury Management, GAAP, Internal Audit, Divestitures, IPO, Consolidation, Corporate Governance
Education
University of Calgary 1997 — 2000
MBA, Finance
Certified General Accountants Association of Alberta 1987 — 1991
CGA
Canadian University College 1985 — 1987
Associate of Science, Business Administration
Kingsway College
Kingsway College
EMH Communications January 2014 - Present
Notables Singers Inc. February 2004 - November 2014
Financial Executives International October 2000 - May 2013
Financial Executives International October 2000 - May 2013
Financial Executives International 2013 - 2013
Financial Executives International 2000 - 2008
Skills
Strategic Planning, Non-profits, Mergers, Media Relations, Music, Editing, Writing - news,..., Interviewing (conducted..., Public Speaking, Nonprofits, Newsletters, Press Releases, Magazines, Entertainment, Leadership, Publications, Budgets, Social Media Marketing, Corporate Communications, Strategic Communications, Public Relations, Copywriting, Journalism, Management, Mergers & Acquisitions, Financial Analysis, Marketing
Education
Kean University
BA, English/Communications major, Political Science minor
Lafayette High School
Thomas W. Haller, CPA July 2013 - Present
Financial Executives International July 2013 - Present
Financial Executives International CT/Westchester Chapter 2007 - Present
TBS Shipping Limited / TBS International plc June 2011 - May 2013
Thomas W. Haller, CPA 2009 - 2011
Prestige Brands Holdings, Inc. May 2005 - September 2009
Resources Global Professionals 2004 - 2005
SmartServ Online, Inc. 1996 - 2004
Kaufman Greenhut Forman LLP (Currently McGladrey & Pullen LLP) 1992 - 1996
Ernst & Young, LLP 1982 - 1991
Skills
SEC filings, Enterprise Risk..., Financial Reporting, Corporate Governance, Risk Management, International Expansion, Internal Controls, Managerial Finance, Finance, Strategic Planning, Accounting, Treasury Management, Sarbanes-Oxley, Private Equity, Leadership, Internal Audit, Restructuring, Forecasting, Due Diligence, Analysis, IPO, Tax, Financial Analysis, Financial Modeling, CPA, Executive Management, Corporate Finance, Sarbanes-Oxley Act, Cash Management, Auditing, IFRS, Strategic Financial..., US GAAP, GAAP, Acquisition Integration, Financial Services, Consolidation, Cash Flow, Revenue Recognition, Financial Audits, Financial Accounting, Cost Accounting, Business Valuation, SEC Filings
Education
Fordham University 1972 — 1976
BS, Accounting
Pacific Enterprise Bank July 2015 - Present
ProAmérica Bank May 2006 - July 2015
KCBS 2010 - 2015
Financial Executives International 1990 - 2015
Manufacturers Bank 2004 - 2006
Sunwest Bank 1993 - 2004
West Coast Bancorp 1984 - 1993
United California Savings Bank 1984 - 1987
Ernst & Young 1977 - 1984
Skills
Cash Management, Commercial Lending, Commercial Banking, Banking, Loans, Small Business Lending, Portfolio Management, Finance, Budgets, Strategic Planning, Credit Analysis, Lines Of Credit, Credit, Treasury Management, Investments, Risk Management, Mergers & Acquisitions, Mortgage Banking, Valuation, Interest Rate Risk..., Financial Analysis, Asset Management
Education
California State University-Fullerton
BA, Accounting
Viewpoint Construction Software 2009 - Present
Financial Executives International 1998 - Present
Xerox Corporation 2006 - 2009
Xerox Corporation 2004 - 2006
Xerox Corporation 2001 - 2004
Xerox Corporation 1996 - 2000
Deloitte and Touche 1994 - 1996
Skills
Mergers, Financial Planning, P&L Management, Financial Management, Strategic Planning, Managerial Finance, Strategic Financial..., Business Strategy, Due Diligence, Acquisition Integration, Cross-functional Team..., Strategy, Corporate Finance, Management, Project Management, Strategic Partnerships, Valuation, Business Planning, Finance, Start-ups, Budgets, Mergers & Acquisitions, Negotiation, Analysis, Executive Management, Leadership, Forecasting, NetSuite, Business Development, Financial Analysis, Financial Modeling, Process Improvement
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA 1996, Finance, Accounting
Princeton University 1990 — 1994
AB, Political Science, Economics
Cafaro Greenleaf 2000 - Present
Cafaro Greenleaf 2000 - Present
Bdellium 2012 - Present
Fiduciary Benchmarks, Inc. August 2011 - May 2013
Financial Executives International 2004 - 2011
PaineWebber 1998 - 2000
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1997
Morgan Stanley Smith Barney 1984 - 1994
Skills
401k, Pensions, Retirement Planning, Defined Benefit, ERISA, Retirement Plan..., Investments, Defined Contribution, Investment Strategies, Series 7, Financial Advisory, Fiduciary, Personal Finance, Financial Services, Bonds, Investment Advisory, Asset Allocation, Finance, Series 63, Wealth Management, Mutual Funds, Securities, Retirement
Education
Marquette University 1964 — 1968
B.S., Mathematics
Kenwood
Business Roundtable July 2011 - Present
Financial Executives International September 2010 - June 2011
Phoenix Scholarship Fund, Inc. May 2005 - May 2011
Financial Executives International February 2009 - August 2010
[CRIFR] Corporate Roundtable on International Financial Reporting June 2008 - June 2010
Financial Executives International March 2008 - February 2009
EOP Group May 2005 - February 2008
Internal Revenue Service, Chief Counsel's Office, Newark, New Jersey January 2005 - May 2005
Mike Espy P.L.L.C., Washington, D.C. May 2004 - August 2004
EOP Group May 2003 - August 2003
Skills
Appropriations, Coalitions, Government, Policy, Legislation, Politics, Legal Research, Nonprofits, Strategy, Leadership, Legislative Relations, Policy Analysis, Fundraising, Corporate Law, Public Policy, Finance, Non-profits, Economics, Mergers, Negotiation, Association Management, Government Procurement
Education
Georgetown University Law Center
Master of Laws in Taxation (LL.M)
Mitchell High School, Mitchell, Indiana
Purdue University
B.A., Political Science and Psychology
Seton Hall University School of Law
Juris Doctor
Commercial Finance Association August 2013 - Present
Financial Executives International June 2012 - August 2013
Financial Executives International January 2010 - June 2012
Skills
Leadership, Association Management, Event Management, Project Management, Executive Management, Curriculum Development, Due Diligence, Finance, Restructuring, Strategic Financial..., Risk Management, Sarbanes-Oxley Act, Internal Controls, Corporate Finance, Investor Relations, Cash Flow, Private Equity, Treasury, Accounting, Financial Audits, Consolidation
Education
College of Saint Elizabeth 2005 — 2008
English Literature, English, Education K-12
Morris Knolls High school 1998 — 2002
Craft & Hobby Association May 2015 - Present
Craft & Hobby Association June 2012 - Present
Voice Actor October 2004 - Present
Commercial Finance Association July 2008 - May 2012
Financial Executives International 2006 - July 2008
Spike TV 2005 - 2006
Skills
Sponsorship Sales, Sponsorship Development, Exhibition Management, Public Relations, Event Management, Strategic Planning, Writing, Social Media, Social Media Marketing, Event Planning, Marketing Communications, Customer Relations, Non-profits, Customer Service, Editing, Trade Shows, Conferences, Social Networking, Events, Sponsorship, Email Marketing, Marketing, Nonprofits, Advertising, Public Speaking, Budgets, Newsletters, Copywriting, Management, Fundraising, Media Relations, Blogging, Press Releases, Proposal Writing, Online Advertising, Research, Corporate Communications, Online Marketing, Creative Writing, Facebook, Publishing, Strategic Communications, Marketing Strategy, Copy Editing, Publicity, Publications, Direct Marketing, Internal Communications, Volunteer Management, Integrated Marketing
Education
William Paterson University of New Jersey 2004 — 2006
BA, Communication
Rowan University 2002 — 2004
TV/Radio/Film - Psychology Minor
Creative Voice Development Group (Voicecoaches) 2010 — 2011
Voice Acting, Voice Over
PRNews
Financial Executives International September 2010 - December 2010
The Washington Center September 2010 - December 2010
Skills
Public Speaking, Policy, Politics, Legislative Relations, Analysis
Education
University of Windsor 2014 — 2017
Doctor of Law (J.D.)
Carleton University 2008 — 2012
Bachelor of Arts (B.A.), Political Science Major and Psychology Major, Highest Honours
Bickmore June 2012 - Present
Bickmore June 1991 - Present
Financial Executives International July 2013 - 2015
Bickmore June 1991 - December 2012
Ernst & Young 1989 - 1991
Deloitte 1986 - 1989
Skills
Financial Analysis, Risk Management, Strategic Planning, Accounting, Mergers & Acquisitions, Financial Reporting, Due Diligence, Corporate Finance, Corporate Tax, Corporate Branding
Education
Golden Gate University 1987 — 1992
Master of Science (M.S.), Taxation
California State University-Sacramento 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Accounting
Cosumnes River College 1980 — 1982
Accounting and Finance
SpaceCom - Space Commerce Conference & Exposition 2014 - Present
SunBlue Energy, Inc. 2011 - 2014
RICS 2009 - 2010
Financial Executives International 2008 - 2009
National Coffee Association 2000 - 2007
Alexander & Associates, LLC 1996 - 2000
IEEE 1994 - 1996
RIMS 1992 - 1994
RIMS 1989 - 1992
United States House of Representatives 1984 - 1989
Skills
Strategic Planning, Program Management, Marketing Strategy, Public Relations, Marketing, Project Management, Information Technology, Management Consulting, Integrated Marketing, Public Speaking, Budgets, Research, Policy
Education
New York University
Certificate
Rensselaer Polytechnic Institute
B.S.
Stuyvesant High School
PLS Financial Services August 2012 - Present
Financial Executives International July 2014 - Present
Usher & Associates, LLC 2009 - August 2012
Jefferson Wells International 2005 - 2009
The Johnsson Group 1997 - 2005
VisionTek 1995 - 1997
W.W. Grainger, Inc. 1987 - 1995
Kearney National 1984 - 1986
Alberto-Culver Company 1979 - 1984
Arthur Andersen & Co. 1974 - 1979
Skills
SOX, Financial Reporting, Internal Audit, Financial Management, GAAP, Executive Management, Process Improvement, Financial Analysis, Accounting, Forecasting, Acquisition Integration, Budgeting, Compliance, Change Management, Financial Planning, SEC reporting, Risk Management, Manufacturing, Team Building, Management Consulting, Financial Modeling, Business Process..., Internal Controls, Business Planning, Six Sigma, Private Sector, Private Equity, Association Management, Business Integration, Start-ups, Business Services, Systems Conversions, Budgets, Managerial Finance, Strategic Financial..., Sarbanes-Oxley Act, Financial Audits, Auditing, Cost Accounting, Financial Accounting, Cash Flow, Finance, Leadership, Cash Management, SEC filings, Variance Analysis, Business Strategy, Restructuring, Financial Services, Due Diligence
Education
Quincy University 1970 — 1974
B.S., Accounting
Johnson Publishing Company June 2015 - Present
Plano Synergy Holdings March 2014 - June 2015
Sikich March 2014 - June 2015
Salo LLC April 2012 - February 2014
Nelson Global Products April 2012 - February 2014
Financial Executives International July 2010 - June 2012
National Youth Advocate Program (NYAP) November 2011 - March 2012
Sagin July 2009 - March 2012
Master Home Products Ltd Inc June 2011 - October 2011
Program Productions, Inc. November 2009 - April 2011
Skills
Start-ups, Mergers & Acquisitions, Restructuring, Financial Modeling, Managerial Finance, Leadership, Finance, Corporate Finance, Financial Analysis, Forecasting, Business Process..., Strategy, Management Consulting, Management, Acquisition Integration, Business Intelligence, Financial Reporting, Analysis, Change Management, Finance Transformation, Turn Around Management, Cost Accounting, Process Improvement, Due Diligence, Thought Leadership, Strategic Leadership, Executive Management, Financial Forecasting, Business Transformation, Financial Accounting, Business Networking, Value Creation, Strategic Thinking, Building Relationships, ERP, Program Management, Continuous Improvement, Association Management, Creative Problem Solving, Lean Manufacturing, International Business, Performance Improvement, Business Change..., Cultural Awareness, Manufacturing Finance, Intercultural..., Governance, Private Equity, Turnaround Specialist, Finance Function...
Education
Indiana University Bloomington 1974 — 1975
MLS
DePauw University 1968 — 1974
BA
Loyola University Chicago 1981 — 1982
Gerstmeyer Technical H.S. 1965 — 1968
Jerome L Novotny, CPA 2004 - Present
Financial Executives International 2009 - 2015
Environmental Systems Design, Inc. February 2013 - May 2014
KKSP Precision Machining December 2012 - February 2013
CNH America, LLC May 2009 - November 2011
Alma Lasers 2007 - 2008
Illinois Tool Works, Inc 2005 - 2006
J. R. Short Milling Company 2003 - 2004
Dyna Group 2001 - 2003
Kuraray America, Inc 1997 - 2001
Skills
Financial Reporting, Internal Controls, Process Improvement, Financial Analysis, Finance, Auditing, Internal Audit, Forecasting, Accounting, Project Management, Leadership, Management Consulting, Financial Audits, Analysis, Variance Analysis, Customer Service, Managerial Finance, Training, Manufacturing..., Big 4, Profitability..., Income Tax, Working Capital..., Warranty, Problem Solving, Process Scheduler, Supply Chain Management, Business Planning, CPA, Cost Accounting, SEC filings, Budgets, International, Internal Financial..., US GAAP, Financial Accounting, Business Process..., Manufacturing, Consolidation, ERP, Training and Development, Sales, Financial Forecasting, Business Valuation, Cash Flow Forecasting, Staff Development, Debt Covenants, MD&A Preparation, Footnote Drafting and..., External audit and...
Education
Northwestern University - Kellogg School of Management 1972 — 1974
MBA, Accounting and Finance
University of Notre Dame 1970 — 1972
BS, Physics
Loyola University of Chicago 1968 — 1970
Physics
Loyola Academy
Four-year degree, College-prep
United States Army Command and General Staff College
Advanced Military Leadership, Advanced Military and Organizational Leadership
TTYL Publishing August 2011 - Present
Market and Sales Logic 1998 - October 2010
Kinecta Federal Credit Union February 1997 - June 1998
Xerox Federal Credit Union January 1995 - February 1997
Annapolis Visitors Bureau October 1993 - January 1995
Financial Executives International February 1992 - September 1993
Savannah Area Chamber of Commerce and Convention & Visitors Bureau March 1989 - February 1992
Skills
Marketing Strategy, Business Development, Creative Direction, Online Marketing, Online Advertising, Web Analytics, SEO, Social Media, Marketing, Social Media Marketing, Public Relations, Advertising, Leadership, Newsletters, Management, Content Strategy, PPC, Copywriting
Education
Full Sail University 2009 — 2010
Master of Science, Internet Marketing
University of Iowa 1985 — 1989
Bachelor's, Chemistry, Marketing
J.H. Cohn LLP August 2003 - Present
Financial Executives International August 2000 - July 2003
Thomas & Betts September 1977 - August 2000
Skills
Financial Reporting, Performance Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Analysis, GAAP, Accounting, US GAAP, Sarbanes-Oxley, Mergers, Financial Accounting, Cost Accounting, Due Diligence, Forecasting, IFRS, Enterprise Risk..., Finance, Analysis, Revenue Recognition, Risk Management, Assurance
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Professional Accounting
Rutgers University-New Brunswick 1969 — 1972
BA, Economics
American Heart Association American Stroke Association August 2015 - Present
BDO USA, LLP (Formerly BDO Seidman, LLP) 2008 - Present
Financial Executives International December 2010 - Present
University of Massachusetts, Amherst April 2011 - June 2015
March of Dimes January 2013 - May 2015
Henderson Symphony Orchestra 2011 - 2013
Prime Contractor to Department of Defense 2006 - 2008
Nevada Development Authority (now Las Vegas Global Economic Alliance) 2004 - 2006
Standard Register 2002 - 2004
Skills
New Business Development, Fundraising, Financial Analysis, Mergers, Strategic Planning, Accounting, Budgets, Business Planning, Marketing, Business Strategy, Business Development, Management, Leadership, Marketing Strategy, Finance, Financial Reporting, Start-ups, Small Business, Management Consulting, Team Building, Negotiation
Education
Isenberg School of Management, UMass Amherst 2006 — 2009
MBA, Business Administration
University of Massachusetts, Amherst 1996 — 2000
B.A., Entrepreneurial Studies / Spanish
Universidad de Salamanca 1998 — 1998
Cert., Conversation & Cutlure
Financial Executives International April 2012 - Present
Financial Executives International 2012 - Present
Advanced Automation,llc 2009 - 2012
Sigma Group February 2008 - February 2009
panasonic Communications Company 2006 - 2008
Unilever 1994 - 2004
Skills
Advertising, Marketing Strategy, New Business Development, Marketing, Integrated Marketing, Sales, Marketing Communications, Digital Marketing, Direct Marketing, B2B, Account Management, Online Advertising, Product Development, Email Marketing, Marketing Management, Online Marketing, Brand Development, Business Planning, Leadership, Strategy, Management, CRM, Strategic Planning, Cross-functional Team..., Forecasting, Business Development, Business Strategy, Team Building
Education
Montclair State University 2004 — 2006
MAT, Education
Montclair State University 1990 — 1994
bachelors, English Major focusing in Psycology/sociology
Montclair State University
BA, English
Howerton+Wooten Events, LLC 2007 - Present
Guardians of Honor, LLC November 2005 - September 2013
NCTA November 1999 - October 2005
Events Unlimited, Inc. 1997 - 2000
Association for Financial Professionals 1998 - 1999
Financial Executives International 1995 - 1998
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, MeetingTrak Event..., Cvent, GovWin IQ Federal..., BadgePro Plus, DYMO Label Technology, G5, Access, Adobe Acrobat, Adobe Creative Suite, FAS4T Budget Management..., Continuing Legal..., Continuing Education, Maintaining Strong..., Detailed Event Planning, Organization, Events Coordination, Project Management, Trade Associations, Budget Monitoring, Staff Supervision, Staff Training, Event Based Marketing, Technology Solutions
Education
University of Phoenix
Business Management
James Madison University - College of Business 1989 — 1993
Bachelor of Science (BS), Office Systems Management
Largo High School 1985 — 1989
Accounting
ECODIT February 2015 - Present
Financial Executives International December 2014 - Present
Mentor and Coach June 2013 - Present
YEN Marketplace E-Coaching October 2012 - Present
MentorMatchMe July 2012 - Present
Chartered Management Institute March 2012 - Present
Chartered Management Institute May 2011 - Present
Online instructor October 2008 - Present
Independent Consultant (Management and Finance) August 2014 - February 2015
ROYAL ACADEMY THE SOUND OF MUSIC, INC August 2014 - February 2015
Skills
Managerial Finance, Management, Accounting, Program Management, Financial Analysis, Change Management, Budgets, Strategic Financial..., Business Analysis, Financial Reporting, IFRS, IPSAS, US GAAP, Business Planning, Leadership, FAR, OMB Circular A-133, Strategy, Business Strategy, Sarbanes-Oxley Act, Management Accounting, Analysis, Training, Coaching, Negotiation, Account Management, Process Engineering, Project Planning, Procurement, Business Development, Risk Management, Budgeting, Start-ups, Consulting, Strategic Planning, Change Management,, Business Process..., Management Consulting, Project Management, Team Leadership
Education
London School of Business and Finance 2009 — 2015
Master of Business Administration (M.B.A.), MBA, http://www.lsbf.org.uk/programmes/masters/mba/mba-online.html
Harvard University Kennedy School of Government 2010 — 2010
Leadership Training, Leadership Executive Training
The World Bank Institute 2010 — 2010
Certificate, Basics of Health Economics
Association of Chartered Certified Accountant 2003 — 2009
ACCA, ACCA qualification
Saint Petersburg Institute of International Economic Relations, Economics and Law 2001 — 2003
Master of Arts (M.A.) in Legal Studies, Russian Legal Studies
Saint Petersburg Institute of International Economic Relations, Economics and Law 1997 — 2003
Bachelor's Degree, Jurisprudence
JCHE (Jewish Community Housing for the Elderly) January 2012 - Present
Financial Executives International May 2010 - Present
The Women's Institute for Housing and Economic Development September 2011 - Present
TCAM Asset Management March 2011 - December 2011
International Housing Solutions, Ltd August 2007 - December 2010
Leggat McCall Properties March 2006 - August 2007
MMA Financial July 2003 - February 2006
Lend Lease Real Estate Investments November 1999 - July 2003
Boston Financial Group January 1996 - November 1999
M/A-COM, Inc May 1991 - January 1996
Skills
Investments, Affordable Housing, Finance, Private Equity, Financial Analysis, Risk Management, Leadership, Budgets, Real Estate, Strategic Planning, Investment Management, Tax Credits, Due Diligence, Credit, Mutual Funds, Financial Modeling, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1991
MS, Finance
Middlebury College 1979 — 1983
B.A., Economics, French
EY August 2015 - Present
Michigan State University August 2014 - May 2015
EY January 2014 - March 2014
Eli Broad Graduate School of Management April 2013 - December 2013
Michigan State University January 2011 - December 2013
Financial Executives International January 2013 - April 2013
Michigan State University September 2012 - April 2013
Michigan State University April 2012 - April 2013
Deloitte October 2012 - October 2012
PwC April 2012 - April 2012
Education
Michigan State University - The Eli Broad College of Business 2014 — 2015
Master's degree, Accounting
Michgan State University 2010 — 2014
Bachelor, Accounting, 3.94/4.00
Hangzhou Foreign Language School
Hangzhou Foreign Language School
Macy's October 2014 - Present
Financial Executives International June 2013 - September 2013
Panera Bread December 2009 - August 2011
Skills
Critical Thinking, Business Writing, Analysis, Persuasive Speaker, Persuasive Writing, Literature Reviews, Communication, Graphic Design, Experience with..., Composition, Blog Writing, Social Media Marketing, Creative Writing, Screenplay Writing, Prose Writing, Microsoft Office, Customer Service, Social Media
Education
William Paterson University of New Jersey 2015 — 2016
Bachelor’s Degree, English Writing and Psychology
County College of Morris 2012 — 2014
Associate’s Degree, Humanities and Social Sciences (Liberal Arts)
Palm Beach Atlantic University 2011 — 2011
Undecided
Morris Knolls High School 2007 — 2011
High School
ALSAC/ St. Jude Children's Research Hospital May 2015 - Present
Financial Executives International September 2015 - Present
University of Tennessee March 2014 - Present
University of Tennessee February 2013 - Present
CirQuest Labs, LLC May 2014 - July 2014
University of Tennessee August 2012 - May 2013
University of Tennessee August 2012 - May 2013
Skills
Accounting, PowerPoint, French, Farsi, English, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Research, Public Speaking, Teamwork, Bookkeeping, Time Management, Windows, Swimming, Marketing, QuickBooks, Social Media, Event Planning, Leadership
Education
Haslam College of Business at the University of Tennessee 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Marketing, French
Haslam College of Business at the University of Tennessee
Pixel Farm March 2015 - Present
The Nerdery January 2014 - March 2015
The Nerdery May 2010 - December 2013
Financial Executives International 2008 - December 2010
LaBreche June 2007 - April 2010
LaBreche January 2005 - June 2007
LaBreche January 2001 - January 2005
LaBreche June 1998 - January 2001
J. Patrick Moore & Partners August 1997 - June 1998
Imation July 1996 - June 1997
Skills
Mobile Applications, E-commerce, Enterprise Software, Copywriting, Web Development, CRM, Integration, Email Marketing, ERP, Databases, Leadership, Interactive Marketing, SaaS, Marketing, Consulting, Business Development, Strategic Planning, Product Development, Strategy, Lead Generation, Social Media, Strategic Partnerships, Product Management, Salesforce.com, Analytics, Online Marketing, SEO
Education
Augsburg College
Business Administration, Computer Science
University of Phoenix
Business Administration
Financial Executives International March 2015 - Present
Financial Executives International November 2014 - March 2015
Financial Executives International March 2014 - November 2014
Northwestern Memorial Hospital April 2010 - December 2013
DePaul University June 2011 - June 2012
Better Boys Foundation March 2011 - June 2011
Skills
Data Analysis, Event Planning, PowerPoint, SPSS, Research, Community Outreach, Qualitative Research, Public Speaking, Leadership, Customer Service, Strategic Planning, Time Management, Team Building, Social Media, Event Management, Financial Analysis, Nonprofits, Marketing, Strategy, Budgets
Education
DePaul University 2011 — 2012
Bachelor's degree, Sociology
DePaul University 2008 — 2012
Bachelor's degree, Psychology
University of Texas at Dallas, Jindal School of Management September 1991 - Present
University of Texas at Dallas, Jindal School of Management January 1990 - Present
University of Texas at Dallas, Jindal School of Management August 1992 - Present
Center for Finance Strategy Innovation January 1991 - Present
Financial Executives International January 1990 - Present
Grenoble Graduate Business School; ESC Lille; SKEMA Business School 2000 - Present
Vernon Capital Corporation July 1984 - July 1987
Symbolic Motors 1984 - 1987
Sogener September 1981 - June 1984
IMD Switzerland January 1980 - September 1981
Skills
Venture Capital, Entrepreneurship, Financial Modeling, Strategic Planning, Management Consulting, Teaching, Private Equity, Financial Restructuring, Valuation, Finance, Leadership, Restructuring, Program Management, Business Planning, Competitive Analysis, Strategy, Corporate Finance, Business Strategy, Due Diligence, Investments, Business Development, Management, International Business, Mergers & Acquisitions, Analysis, Strategic Financial..., Risk Management, Executive Management, Change Management, Negotiation, Financial Analysis, Start-ups, Strategic Partnerships
Education
Harvard University 1967 — 1971
Ph.D.in Corporate Finance, Harvard Business School
Ivey School of Business at Western University 1965 — 1967
MBA, Finance
The University of Alberta 1961 — 1962
BScEE, Electrical Engineering
Royal Military College of Canada/Collège militaire royal du Canada 1957 — 1961
B.S., Electrical Engineering
SunOpta June 2015 - Present
Financial Executives International June 2013 - Present
SunOpta June 2014 - June 2015
SunOpta May 2011 - June 2014
Asset Recovery Corp 2007 - June 2011
Restaurant Technologies, Inc. 2005 - 2007
Mackay Envelope Company 2000 - 2005
UnitedHealthcare 1998 - 2000
Metro Sales 1993 - 1998
Northwest Airlines 1991 - 1993
Skills
Forecasting, Strategic Planning, Accounting Management, Investor Relations, Corporate Governance, Technology Integration, Software Implementation, Operational Improvement, GAAP, Financial Reporting, Budgets, Accounting, Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Team Building, Strategic Financial..., Analysis, Financial Planning, Cross-functional Team..., Internal Controls
Education
Minnesota State University, Mankato 1986 — 1990
B.S. Accounting, Finance
Financial Executives International July 2014 - Present
SEC Institute 1994 - January 2014
Skills
Event Management, Management, Sarbanes-Oxley Act, Financial Analysis, Marketing Management, Email Marketing, Workshop Development, Financial Reporting, Marketing, Accounting, Leadership, Copywriting, SEC filings, Budgets, Conference Programming, Webcasting, US GAAP, Planning..., Post Event Analysis, Website Development, Marketing Copy, Agenda Development, Conference Logistics, Faculty Management, Conference Development, Sponsorship Program..., Risk Management, Internal Controls, Marketing Strategy, Strategic Planning, Brochure Production, Trade Show Exhibitor, Contract Negotiation, Live Video Streaming, Press Releases, Speech Writing, Scriptwriting, Event Marketing Strategy, Education, Executive Coaching, Content Management, Content Strategy, Content Writing, Content Marketing, Web Content Management, Web Content, Live Streaming, Creative Writing
Education
Florida International University 1995 — 1998
BA, English, cum laude
The Hunter Group LLC July 2013 - Present
Financial Executives International September 2007 - Present
Vistage Michigan September 2014 - Present
Women Presidents Organization October 2012 - Present
Walsh College December 2011 - Present
Michigan State University September 2010 - Present
Inforum July 2007 - Present
British-American Business Council January 2006 - Present
Michigan State University CIBER Advisory Board September 2010 - Present
Eastern Michigan University January 2009 - Present
Skills
Mergers, Risk Management, Finance, Due Diligence, Consulting, Strategic Planning, Fundraising, Budget, Marketing, Non-profits, Budgets, Mergers & Acquisitions, Nonprofits, Leadership, Strategy, International Business, Financial Analysis, Project Management, New Business Development, Banking, Credit, Business Development, Start-ups, Program Management, Economics, Management, Business Strategy, Negotiation, International Trade, Cross-functional Team..., Entrepreneurship, Accounting, Venture Capital, Management Consulting, Investments, Private Equity, Executive Management, Business Planning, Market Research, Financial Reporting, Corporate Finance, Financial Modeling, Analysis, Internal Controls, Strategic Partnerships, Forecasting, Strategic Financial..., Competitive Analysis, Change Management, International Sales
Education
Michigan State University - The Eli Broad College of Business 1993 — 1995
Master of Business Administration (M.B.A.), Advanced Management Program, 3.9 GPA
Eastern Michigan University
BBA/BA Cum Laude, LIT/International Business
Grosse Pointe South High School
High School Diploma, General
University of Michigan
University of Michigan
University of Michigan
University of Michigan
Universität Wien
Diploma, International Business- Scholarship Recipient
Ellin & Tucker, Chartered 1998 - Present
FASB September 2005 - Present
Maryland Association of CPAs June 2013 - Present
Financial Executives International 1998 - Present
AICPA September 2007 - September 2010
AICPA September 2003 - September 2007
Winterland Productions 1996 - 1997
Encore Marketing International 1995 - 1996
Aronson & Company 1993 - 1995
Arthur Andersen 1990 - 1993
Skills
CPA, Mergers, Financial Reporting, Accounting, Internal Controls, Auditing, GAAP, Due Diligence, Finance, Financial Accounting, Corporate Tax, Mergers & Acquisitions, Financial Analysis, Tax, Financial Statements, Income Tax, Strategic Financial..., US GAAP, Cost Accounting, Revenue Recognition, Corporate Governance, Cash Flow Forecasting, Strategy, Corporate Finance, Financial Modeling, Managerial Finance, Management Consulting, SEC filings, Sarbanes-Oxley Act, Cash Management, Business Valuation, Internal Audit, Tax Preparation, Forensic Accounting, Leadership, Cash Flow, Restructuring, Valuation, Acquisition Integration, Sarbanes-Oxley, Executive Management, IPO, Enterprise Risk..., Consolidation, Private Equity, Financial Audits, Tax Accounting, M&A experience, Treasury Management, IFRS
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Local Wisdom, Inc. for Johnson & Johnson April 2007 - Present
Financial Executives International February 2004 - March 2007
Freelance Web Design July 2002 - February 2004
HitNet May 2001 - July 2002
Skills
HTML 5, jQuery Mobile, CSS3, Dreamweaver, XML, Photoshop, Illustrator, Flash, AS3, Animation, Motion Graphics, Adobe Creative Suite, User Interface Design, Web Development, Flash Animation, After Effects, Interaction Design, User Experience, ActionScript, Web Design, Multimedia, Graphics, Graphic Design, CSS, Information Architecture, Art Direction, Front-end, Adobe Acrobat, Creative Direction, Logo Design, User Experience Design, Storyboarding, Typography, Mobile Design, WordPress, HTML, HTML5
Education
College of DuPage 2000 — 2001
Certificate, PrePress
College of Du Page
Digital PrePress
Johnson & Johnson Member, Financial Reporting Executive Committee
Healthcare Businesswomen's Association February 2003 - Present
Financial Executives International March 2011 - 2011
sanofi-aventis 2003 - 2007
AT&T 1982 - 2001
Ernst & Young 1976 - 1979
Education
Saint John's University
MBA, Finance
St. Peter's College
BS, Accounting
Financial Executives International September 2015 - Present
Document Solutions, Inc. May 2015 - July 2015
Tennessee Chamber of Commerce and Industry May 2014 - July 2014
Vanderbilt University March 2014 - July 2014
Vanderbilt University August 2013 - May 2014
Sunset Development January 2008 - December 2013
YMCA of Middle Tennessee May 2011 - August 2011
Skills
Leadership, Teamwork, Analysis, Logistics, Problem Solving, Customer Relations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Engineering, Matlab, R
Education
The University of Tennessee College of Business Administration, Knoxville 2014 — 2016
Bachelor's Degree, Economics
Vanderbilt University 2012 — 2014
Bachelor of Science (BS), Engineering Science
Brentwood Academy 2008 — 2012
High School
Vistage International 2012 - Present
Speaking of Leadership® 1996 - Present
Brandeis University 1997 - Present
Bioarray Therapeutics Inc. 2009 - 2013
Babson College 2002 - 2011
Differential Proteomics, Inc 2000 - 2010
MIT Enterprise Forum of Cambridge 1995 - 2007
Genome Therapeutics Corp June 1999 - August 2000
Financial Executives International 1989 - 1996
Cambridge NeuroScience August 1991 - May 1995
Skills
Strategy, Entrepreneurship, Leadership Development, Leadership, Coaching, Business Development, Public Speaking, Executive Coaching, Executive Management, Management Consulting, Team Building, Executive Development, Management, Staff Development, Organizational..., Strategic Financial..., Mergers & Acquisitions, Venture Capital, International Business, Strategic Partnerships
Education
Brandeis University
Harvard Business School
Center for Creative Leadership
Franklin & Marshall College
AB
Moorestown High School
Oakworks, Inc January 2015 - Present
Financial Executives International June 2011 - Present
Oakworks, Inc April 2013 - December 2014
Oakworks, Inc July 2012 - March 2013
Aramark Corporation February 2010 - May 2011
CARPENTER TECHNOLOGY, INC November 2005 - October 2008
KELLOGG COMPANY June 2002 - October 2005
Kellogg Company January 2000 - May 2002
Kellogg Company August 1992 - December 1999
Skills
Strategy, Mergers, Start-ups, Acquisition Integration, Acquisitions, Change Management, Financial Analysis, Leadership, Finance, Budgets, Management, Supply Chain, Team Building, Analysis, Mergers & Acquisitions, Restructuring, Business Strategy, Accounting, Executive Management, Cross-functional Team..., Venture Capital, Risk Management, Forecasting, Strategic Financial..., Human Resources, Internal Controls, Project Planning, Auditing, Corporate Finance
Education
Saint Joseph's University 1991 — 1991
MBA, Master of Business Administration - Finance
Elizabethtown College 1981 — 1984
B.S., Business Administration - Double Concentration Accounting and Finance
Coldwell Banker Residential Brokerage 2003 - Present
Financial Executives International 2005 - 2009
Integrated Information Systems, Inc. November 2001 - February 2003
The Brenner Group January 2000 - November 2001
Semotus Solutions March 1998 - January 2000
W. A. Mahan & Associates October 1996 - May 1998
Wrather Corporation May 1979 - June 1986
American Investment Company May 1972 - May 1979
Avco Financial Services 1969 - 1972
Skills
Financial Advisory, Real Estate, Real Estate Development, Real Estate Transactions, Financial Accounting, Turn Around Management, Turnaround Experience, CPA (Inactive), Luxury, ABR, Sales, Sellers, Investment Properties, Start-ups, Property, Residential Homes, Finance, Buyer Representation, Foreclosures, Relocation, SFR, Buyers
Education
Arizona State University 1959 — 1964
BS, Finance and Accounting, W.P. Carey School of Business
Central High School, Phoenix
Central High School, Phoenix
Central High School, Phoenix
Central High School, Phoenix
Central High School, Phoenix
Kenilworth
Grade School Graduate, Fooling around.
Martin Insurance Group "ImMartin" August 2013 - Present
Financial Executives International October 2012 - August 2013
Siemens Corporation April 2012 - October 2012
Siemens Corporate Research March 2010 - March 2012
various March 2005 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Visio, MS Project, Public Speaking, Adobe Photoshop, Analysis, Business Development, Leadership, Insurance, Property & Casualty..., Public Relations, Budgets, Commercial Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Communications
Delran High
CEF Chicago November 2014 - Present
MC Services February 2014 - Present
Cooper's Hawk Winery and Restaurants 2014 - Present
Financial Executives International July 2013 - Present
New Life Community Church, Chicago 2011 - Present
Cornerstone Counseling Center of Chicago October 2013 - September 2014
OrganicLife LLC March 2012 - October 2012
Freshii May 2010 - March 2012
Cosi November 2004 - May 2010
Near North National Group July 2002 - November 2004
Skills
Cross-functional Team..., Strategic Planning, Operations Management, Forecasting, Financial Analysis, Accounting, Management, Managerial Finance, Team Building, Finance, Restaurants, Budgets, P&L, Mergers & Acquisitions, Leadership, Process Improvement, Due Diligence, Executive Management, Management Consulting, Business Strategy, Change Management, Business Planning, Social Media...
Education
Olivet Nazarene University 1994 — 1997
Bachelor of Science, Business Administration
Social } Event Planning & Design September 2012 - Present
Financial Executives International October 2010 - September 2012
PwC April 2005 - September 2010
Skills
Contract Management, Event Management, Word, Excel, Microsoft Office, PowerPoint, AV, Lotus Notes, Procurement, Program Design, Content Management, Budget Preparation, Mac, Internet Explorer, Budgeting, Event Planning, Conferences, Special Events, Meeting Planning, Contract Negotiation, Strategic Planning, Customer Relations, Public Relations, Outlook, Budget Management, Negotiation, Trade Shows, Problem Solving, Corporate Events, Contract Negotiations, Social Media, Marketing Communications, Events, Microsoft Excel, Budgets, Sponsorship, Customer Service, Project Planning, Program Management, Time Management, Incentives, Public Speaking, Social Media Marketing
Education
George Brown College 2005 — 2008
Event Management Certificate
Seneca College of Applied Arts and Technology 2003 — 2005
Creative Advertising
Humber College 2001 — 2002
University Transfer Program
Denver Works 2009 - Present
CO Attorney General's Office March 2010 - February 2013
Tatum LLC March 2007 - October 2009
Governor's Office, State of Colorado February 2004 - March 2007
various companies January 1999 - December 2003
HR Source, LLC October 1996 - December 1998
Financial Executives International 1995 - 1996
Aspen Imaging February 1985 - October 1994
Touche Ross 1978 - 1985
Skills
Financial Reporting, Acquisition Integration, Mergers & Acquisitions, Recruiting, Strategic Planning, Business Development, Finance, Internal Controls, Risk Management, Strategy, Leadership, Accounts Receivable, Accounting, Budgets, Integration, Mergers, Management, Auditing, Private Equity, Sarbanes-Oxley Act, Business Process..., ERP, SEC filings, Enterprise Risk..., Training
Education
Emporia State University 1974 — 1977
Bachelor of Science, Accounting
Inter Valley Health Plan June 2014 - Present
Soundpath Health, Inc. February 2012 - June 2014
Robert Peters, CPA 2010 - June 2014
Financial Executives International June 2011 - May 2012
Adaptis, Inc October 2000 - October 2009
Health Net (FKA Foundation Health Systems) January 1997 - March 2000
Community Housing Opportunities Corp. (CHOC) July 1994 - July 1995
Pacific Standard Life Insurance Company 1986 - 1994
TDIC 1984 - 1985
TDIC 1984 - 1985
Skills
Compliance, Financial Reporting, Accounting, Financial Management, Insurance, Statutory Reporting, US GAAP, IFRS, Cash Flow Management, Investments, Health Insurance, Healthcare, Business Strategy, Strategic Planning, Strategic Sourcing, Outsourcing, Team Building, Team Management, Team Leadership, Cross-functional Team..., Change Management, Risk Management, Project Portfolio..., Executive Management, Executive Communications, Stakeholder Relations, Banking, Budgeting, Treasury Management, CPA, Managerial Finance, Process Improvement, Budgets, Finance, Employee Benefits, Recruiting, Mergers & Acquisitions, Program Management, Financial Analysis, Leadership, Cash Flow, Management, Business Process, Analysis, Internal Controls, Auditing, Financial Risk, Restructuring, Project Management, GAAP
Education
California State University-Chico 1976 — 1980
Bachelor of Science - with Honors, Business Administration, Accounting
Financial Executives International September 1999 - Present
Financial Executives International 1999 - 2008
ECI 1990 - 1999
Skills
Meeting Planning, Event Planning,..., Project Management, Customer Service, Contract Negotiation, Venue Search, Committee Liaison, People Skills, Time Management, Venue Management, Vendor Management, Registration Management, Management, Project Planning, Leadership, Budgets, Event Planning, Marketing, Financial Analysis, Finance, Executive Management, Accounting, Mergers & Acquisitions
Education
Clifton High School
Business Communications
County College of Morris
Business Communications
Sovereign Bank/Banco Santander June 2010 - January 2012
Financial Executives International December 2007 - August 2009
Financial Executives International September 2001 - November 2007
Financial Executives International January 1999 - August 2001
Financial Executives International August 1994 - December 1998
Analysts International Corp July 1993 - August 1994
Cahners Publishing 1989 - 1993
Skills
Organizational..., Human Resources, Recruiting, Strategic Planning, Leadership Development, Employee Relations, Nonprofits, Leadership, Fundraising, Event Management, Public Speaking, Public Relations, Employee Benefits, Management, Mergers & Acquisitions, Customer Service, Healthcare, Team Leadership, Executive Management, Budgets, Program Management, Career Counseling, Business Strategy, Management Consulting, Coaching, HR Policies, Analysis, Benefits Administration, Policy, Time Management, Risk Management, Career Development, Team Building, Finance, Training
Education
College of Saint Elizabeth 1998 — 2000
BA, Management Communication
Financial Executives International 2013 - Present
Harman International Industries, Inc. March 2011 - Present
Stack Global Advisors, LLC January 2010 - March 2011
The Estee Lauder Companies Inc. April 2000 - September 2009
IBM Corporation 1983 - 2000
Skills
Forecasting, Corporate Finance, Treasury, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Cash Management, Mergers, Risk Management, Financial Reporting, Finance, Restructuring, Strategic Planning, Treasury Management, Business Strategy, Budgets, Strategic Financial..., Due Diligence, Internal Controls, Managerial Finance
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance Concentration
Adelphi University 1980 — 1981
Graduate Certificate Degree, Business Management of the Arts
State University of New York College at Oswego 1974 — 1979
BA, Visual Arts, Communications
EisnerAmper LLP January 2013 - Present
EisnerAmper LLP January 2007 - Present
Center for Audit Quality January 2014 - Present
Center for Audit Quality January 2011 - December 2013
General Motors December 1996 - December 2006
Financial Executives International 1996 - 2006
Verizon August 1995 - December 1996
Deloitte & Touche 1980 - 1995
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, GAAP, Financial Reporting, Assurance, Internal Controls, Consolidation, Private Equity, Accounting, Financial Accounting, Mergers & Acquisitions, Internal Audit, Auditing, CPA, IFRS, External Audit, Enterprise Risk..., Due Diligence, Sarbanes-Oxley, Forensic Accounting, Financial Audits, Financial Risk, Financial Analysis, Restructuring, SEC Filings
Education
Otterbein College 1976 — 1980
Bachelor of Arts (BA), Accounting & Economics
Upper Arlington 1973 — 1976
Acxiom July 2014 - Present
IDT Corporation March 2012 - July 2014
APS Healthcare March 2010 - July 2011
Financial Executives International July 2009 - December 2009
Skyline Steel September 2008 - March 2009
M.C.A.P Consulting June 2007 - September 2008
Wyndham Worldwide (formerly Cendant) January 2006 - June 2007
Lee Hecht Harrison December 2001 - January 2006
Skills
B2B Marketing, B2C marketing, Multi-channel Marketing, Marketing Communications, Marketing Strategy, Public Relations, Strategic Communications, Lead Generation, Online Marketing, Direct Marketing, Social Media Marketing, Email Marketing, Marketing Management, Corporate Branding, CRM software, Digital Marketing, Marketing Operations, Integrated Marketing, Interactive Marketing, SEM, Internal Communications, Sales Support, Social Media, Sales Operations, Online Advertising, Strategy, Brand Management, Sales, SEO, Program Management, CRM, Marketing, Advertising, Competitive Analysis, Leadership, B2B, Management, PPC, Strategic Planning, Customer Acquisition, Strategic Partnerships, Product Development, Product Marketing, Project Management, Segmentation, Analytics, Brand Development, Digital Strategy, Mobile Marketing, Web Analytics
Education
Ramapo College of New Jersey 1990 — 1994
BA, Communications
J. W. Goldsmith & Co. 2014 - Present
Clean Fund LLC 2012 - 2014
McAdams Acvisory Partners LLC 2009 - 2014
HCOM Consulting LLC 2004 - 2009
Financial Executives International 1999 - 2005
The Simpata Group 2002 - 2004
Hybrid Networks, Inc. 1998 - 2002
Birchwood Associates, Inc. 1994 - 1998
Durkee/Sharlit Associates 1978 - 1994
San Francisco Ballet Association 1974 - 1986
Skills
Finance, Start-ups, Financial Modeling, Business Planning, Due Diligence, Operations Management, Business Strategy, Strategy, Mergers & Acquisitions, Business Process..., Restructuring, Change Management, Leadership, Management, Strategic Planning, Executive Management, Venture Capital, Management Consulting
Education
University of Washington, Michael G. Foster School of Business 1961 — 1963
MBA, Finance
Dartmouth College 1958 — 1961
BA, Economics
Trusted IT Group March 2015 - Present
Wyndham Worldwide March 2014 - February 2015
Financial Executives International November 2011 - March 2014
Sprint January 2011 - November 2011
Sprint January 2007 - January 2011
Sprint January 2007 - September 2010
Skills
Microsoft Office, Customer Service, Customer Engagement, Sales Management, New Business Development, Direct Sales, Inside Sales, Sales Presentations, Training & Development, Strategic Partnerships, Partner Development, Trade Shows, Prospect Research, Brand Development, Certified Project..., MIDI sequencing, Audio Engineering, Audio Mixing, Pro Tools, Logic Pro, Ableton Live, Music Production, Gantt, CRM, Strategy, Lead Generation, Business Development, Cross-functional Team..., Leadership, Management, Sales, Training, Forecasting, Marketing, Customer Satisfaction, Employee Training, Networking, Vendor Management, P&L, Wireless, Sales Operations, Telecommunications, Budgets, Cold Calling, Account Management, Hiring, Customer Retention, Time Management, Recruiting, Marketing Strategy
Education
Villanova University 2009 — 2009
Certification, Project Management
Fairleigh Dickinson University 2002 — 2009
BS, Business Management
School of Audio Engineering 2003 — 2004
Certification, Sound Engineering
Parsippany Hills High School 1998 — 2002
Harrison Middle School
Financial Executives International August 2015 - Present
Skills
Strategic Planning, Association Management, Budgets, Non-profits, Business Strategy, Executive Management, Mergers, Managerial Finance, Team Building, Forecasting, Public Speaking, Fundraising, Process Improvement, Finance, Leadership Development, Sales, Strategy, Mergers & Acquisitions, Negotiation, Event Planning, Business Planning, Event Management, Management Consulting, New Business Development, Leadership, Contract Negotiation, Nonprofits, Public Relations, Restructuring, Entrepreneurship, Marketing, Marketing Strategy, Start-ups, Social Media Marketing, Project Management, Financial Analysis, Sales Management, Cross-functional Team..., Business Development, Risk Management, Management, Organizational...
Education
New York University - Leonard N. Stern School of Business 1993 — 1994
MBA, Organizational Behavior & International Business
Montclair State University 1986 — 1991
B.S., Finance
MPI WestField May 2015 - Present
Candela Systems Corporation January 2015 - Present
Financial Executives International July 2006 - January 2015
American Institute of Certified Public Accountants October 2003 - July 2006
American Institute of Certified Public Accountants February 2000 - October 2003
Churchill Communications North America, Inc. May 1999 - September 1999
Education
New York University, Center for Hospitality, Tourism and Travel Administration – School of Continuing Education 2001 — 2001
Meeting, Conference and Event Management Certificate
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelors, Pyschology
St. Vincent Ferrer High School
Financial Executives International September 2015 - Present
Ernst & Young April 2014 - September 2015
Ernst & Young October 2011 - April 2014
Ernst & Young 2008 - 2010
Skills
Financial Reporting, US GAAP, Auditing, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, GAAP, Financial Accounting
Education
Brigham Young University 2001 — 2004
U.S. Securities and Exchange Commission Associate Chief AccountantSecurities and Exchange Commission2002 - Present
US Securities and Exchange Commission 2002 - Present
SEC 2002 - Present
Financial Executives International 1998 - 2001
Financial Executives International 1998 - 2001
Skills
Accounting, SEC filings, Financial Reporting, GAAP, Auditing
Education
Columbia University - Columbia Business School
National Paving Company May 2005 - Present
Financial Executives International 1977 - 2010
Skills
Strategic Planning, Managerial Finance, Mergers, Finance, Mergers & Acquisitions, Budgets, Management, Financial Reporting, Accounting, Financial Analysis, Leadership, Risk Management, Cash Flow, Due Diligence, Strategic Financial..., Auditing, Forecasting, Start-ups, Cash Management, Business Planning, Executive Management, Financial Modeling, Management Consulting, Internal Controls, Financial Planning
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Executive Management
University of California, Los Angeles 1989 — 1991
MBA, Executive Management
Assemblies of God Theological Seminary 1976 — 1978
MA, Biblical Studies
Indiana University of Pennsylvania 1967 — 1971
BS of Ed., Physics/Math
California Baptist University August 2006 - Present
Financial Executives International 2004 - Present
California Baptist University August 2006 - July 2010
Cornerstone Brands 2000 - 2006
Smith+Noble 1997 - 2006
Newell Company Inc—Del Mar Window Coverings, Westminster, CA 1991 - 1993
Del Mar Window Coverings 1991 - 1993
Allen Group 1975 - 1977
Skills
Strategic Planning, Troubleshooting, Team Building, Microsoft Excel, Public Speaking, Teaching, Microsoft Office, PowerPoint, Training, Leadership, Leadership Development, Program Management, Research, Staff Development, Fundraising, Teamwork, Budgets, Management, Analysis, Nonprofits, Financial Analysis, Photoshop, Social Media Marketing, Customer Service, Sales, Non-profits, Higher Education, Social Media, Team Leadership, Community Outreach, Event Planning, Coaching, Microsoft Word, Student Affairs, Data Analysis, Curriculum Design, Editing, Curriculum Development, University Teaching, Adult Education, Program Development, Social Networking, Organizational..., Instructional Design, Grant Writing, Career Counseling
Education
Claremont Graduate University 2009 — 2015
Doctor of Philosophy (Ph.D.), Higher Education
California Baptist University 2006 — 2009
California State University-Fullerton - College of Business and Economics 1975 — 1985
MBA in Business, Accounting and Finance
Ramona High School 1968 — 1971
Independent Representative at Miche Bag January 2013 - Present
Mama T's Daycare January 2010 - Present
Financial Executives International January 2009 - January 2010
SetFocus May 2008 - November 2008
Snelling Staffing October 2007 - May 2008
Capital Equity Mortgage Company March 2007 - September 2007
KeyCorp January 1997 - February 2007
Champion Mortgage 1997 - 2007
Key Bank/Champion Mortgage 1997 - 2007
Champion mortgage - Key Bank 1997 - 2007
Skills
Customer Service, Retail, Transportation, Recruiting, Banking, Employee Relations, Talent Acquisition, Process Improvement, Outlook, Accounting, Management, Performance Management, Sales, Strategic Planning, Microsoft Excel, Sourcing, Microsoft Office, Team Building, Training, Leadership, Mortgage Lending, Loans, Project Management
Education
Northampton Community College 1991 — 1992
CRS Associates LLC December 2002 - Present
Financial Executives International 1965 - Present
BWise 2005 - 2009
ProActivity 1998 - 2007
Temple Sinai 2002 - 2005
TSC Apparel 2002 - 2004
PwC 2001 - 2003
PricewaterhouseCoopers LLC 1998 - 2002
Price Waterhouse Coopers 1998 - 2002
Coopers & Lybrand Consulting 1987 - 2002
Skills
Governance, Strategy, Process Improvement, Business Transformation, Internal Controls, Business Process..., Enterprise Risk..., Leadership, Supply Chain Management, Mergers, Risk Management, Recruiting, Corporate Governance, Management Consulting, Financial Audits, Strategic Planning, Change Management, Start-ups, Due Diligence, Enterprise Software, Business Strategy, IT Strategy, Business Process, Business Intelligence, Outsourcing, Internal Audit, Program Management, Sarbanes-Oxley Act, IT Audit, Management, Managerial Finance, Mergers & Acquisitions, Acquisition Integration, Executive Management, CRM, Consulting, Accounting, Restructuring, Business Planning, Business Analysis, Financial Services, Venture Capital, Finance, Financial Modeling, Corporate Development
Education
Princeton University 1952 — 1956
Princeton University 1952 — 1956
BSE, civil engineering
Coldwell Banker Real Estate June 2013 - Present
Global Travel International 2007 - Present
Tatum LLC 1997 - Present
Financial Executives International 2000 - 2010
Breed Technologies 1999 - 2002
FreshPoint, Inc. July 1987 - August 1997
Skills
Change Management, Mergers, Strategic Planning, Business Development, Financial Reporting
Education
Florida State University 1969 — 1972
BS, Business Administration
Rollins College - Crummer Graduate School of Business
Masters of Science in Mangement Accounting, Accounting
Thomson Reuters November 2014 - Present
Financial Executives International February 2013 - Present
IMA Institute of Management Accountants March 2010 - Present
Bridge Strategies LLC July 2009 - Present
ISACA New Jersey Board August 2013 - December 2013
Financial Executives International 2012 - September 2013
IMA Institute of Management Accountants July 2013 - August 2013
FEI NJ Chapter January 2011 - June 2013
PCAOB 2007 - 2007
Deloitte 2005 - 2007
Skills
Internal Controls, IT Audit, Internal Audit, CISA, Business Process..., Governance, IT Strategy, Program Management, Business Intelligence, Business Strategy, Professional Services, HIPAA, Business Continuity, Enterprise Risk..., IFRS, Cross-functional Team..., ITIL, Security Audits, International Business, Information Security..., Data Privacy, Informatics, Compliance, Identity Management, Operational Excellence, Big 4, Team Leadership, Competitive Analysis, Privacy Policies, SSAE 16, Competitive Intelligence, GRC, Privacy Compliance, Privacy Protection, Compliance Audits, Healthcare IT, Information Assurance, Privacy, CFO, Lean IT, ERP Implementations, Big Data, Telecommunications, GxP, IT GRC, Privacy Act
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
MBA, System Strategy, Honors
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy
Financial Executives International 2009 - Present
D&B 2007 - 2009
Dun & Bradstreet 2007 - 2009
LVMH 2004 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Managerial Finance, Financial Accounting, Finance, Policy, CPA, Strategic Financial..., Auditing, Internal Audit, SEC filings, Sarbanes-Oxley Act, Budgets, Cash Flow, Internal Controls, GAAP, Financial Modeling, US GAAP, Business Planning, Risk Management
Education
Monmouth University 2000 — 2002
MBA, Finance
Kean University 1994 — 1998
BS, Accounting & Auditing
TD & P Consulting, LLC February 2011 - Present
U.S. House of Representatives January 2007 - March 2011
US Department of Labor January 2001 - December 2006
Financial Executives International 1999 - January 2001
Health Policy Analysts, Inc. 1997 - 1999
Skills
Employee Benefits, Policy, Health Care Systems, Legislation, Insurance, Coalitions, Public Policy, Strategic Planning, Healthcare, Legislative Relations, Health Insurance, ERISA, Politics, Policy Analysis, Public Speaking, Government, Grassroots Organizing, Health Policy, Strategic Communications, Strategy, Medicare, Community Outreach, Nonprofits, Grassroots
Education
The George Washington University Law School 1996 — 1999
JD, Law
The George Washington University School of Medicine and Health Sciences 1996 — 1999
MPH, Public Health
University of Florida 1990 — 1994
MA, Philosphy
Morehouse College 1984 — 1989
BA, Philosophy/Biology
Miami Norland Senior High School 1981 — 1984
High School Diploma, General Studies
RFA, CPA 2001 - Present
Sturtevant Inc October 2004 - May 2010
Financial Executives International 1995 - 2010
InterPay 1999 - 2001
Bay State Milling Company April 1979 - November 1989
Deloitte 1968 - 1970
Skills
SEC filings, Finance, Mergers & Acquisitions, Strategic Planning, Financial Reporting, Management, Managerial Finance, Income Tax, Team Building, Forecasting, Investments, Negotiation, Sarbanes-Oxley Act
Education
Suffolk University 1974 — 1977
MBA, Financial Management
Boston College 1964 — 1968
BS in BA, Accounting
Association for Financial Professionals September 1998 - Present
Financial Executives International August 1988 - August 1998
Skills
Mergers, Leadership, Strategic Planning, Financial Analysis, Public Speaking, Treasury Management, Risk Management, Program Management, Cash Management, Fundraising, Mergers & Acquisitions, Strategic Communications, Nonprofits, Corporate Finance, Public Relations, Association Management, Strategic Partnerships, Strategy, Non-profits, Business Strategy, Budgets, Treasury, Due Diligence, Market Research, Entrepreneurship, Executive Management, Investor Relations
Education
Georgetown University 1974 — 1978
AB, Political science
Tabor Academy, Marion, Ma.
The Institute of Internal Auditors Inc. February 2014 - Present
Financial Executives International July 2004 - January 2014
Bluenose Sloop Rowdy 2002 - 2014
Wicks Business Information December 2000 - July 2004
Rx Remedy October 1999 - December 2000
Penton Media August 1998 - December 1999
PRIMEDIA Business Magazines & Media 1996 - August 1998
Skills
Strategic Planning, Budgets, Event Management, Marketing Strategy, Social Media, Trade Shows, Marketing Communications, Public Speaking, Meeting Planning, Public Relations, Marketing, Business Strategy, Event Planning, Research
Education
Eastern Connecticut State University 1982 — 1987
BS, Business Administration
Financial Executives International October 2000 - Present
EMH Communications 1990 - 2000
AMR International/Listen USA! July 1980 - June 1990
Education
Kean University
Wright State University July 2008 - Present
Dayton CFA Society 2008 - 2015
Dayton CFA Society 2008 - 2015
Dayton CFA Society 2008 - 2015
Financial Executives International 2005 - 2014
Skills
Higher Education, Student Affairs, Research, Curriculum Development, Public Speaking, Curriculum Design, Faculty Development, Statistics, Teaching, Academic Advising, Student Development, Data Analysis, Fundraising, Policy, Community Outreach, Time Management, Tutoring, Technical Writing, Event Planning, Program Management, SPSS, Program Development, Editing, Leadership Development, Microsoft Office, Microsoft Excel, Access, Leadership, Instructional Design, Proposal Writing, University Teaching, Qualitative Research, Grant Writing, Microsoft Word, Higher Education..., Analysis, PowerPoint, Nonprofits, Organizational..., Coaching, Critical Thinking, Administration, Conflict Resolution, Strategic Planning, Distance Learning, College Teaching, Staff Development
Education
University of Cincinnati College of Business 1994 — 1999
PhD, Finance
Wright State University 1989 — 1992
MBA, Finance
Bowdoin College 1971 — 1975
BA, Romance Languages
Financial Executives International 2014 - Present
Hydraulic Institute 2007 - 2014
Intel Corporation 1995 - 2001
PwC 1990 - 1996
Skills
Marketing, Strategic Planning, Team Leadership, Process Improvement, Team Building, Leadership, Microsoft Office, CRM, Training, Project Management, Change Management, Management, Leadership Development, Program Management, Coaching, Research, Performance Management, Strategy, Consulting, Public Speaking
Education
Montclar State University
MA, Instructional Design/Org. Development
Rutgers, The State University of New Jersey-Newark
BA
Burroughs, Inc. January 2014 - Present
Financial Executives International July 2015 - Present
Burroughs Payment Systems May 2010 - December 2013
Preferred Concierge Specialists, LLC August 2012 - November 2013
McKesson Pharmacy Systems 2005 - 2010
McKesson Pharmacy Systems May 1998 - December 2004
McKesson Pharmacy Systems July 1993 - April 1998
Skills
Financial Reporting, Information Systems, Talent Management, Auditing, Cash-flow Management, Process Improvement, Financial Modeling, Accounting, Financial Analysis, Management, Strategic Planning, Strategy, Variance Analysis, Leadership, Business Analysis, Negotiation, Corporate Finance, Banking, Internal Audit, Finance, General Ledger, Cost Accounting, Forecasting, Financial Statements, Accounts Payable, Internal Controls, Cash Flow, Restructuring, Analysis, Managerial Finance, Sarbanes-Oxley Act, Due Diligence, Tax, Credit, Payroll, Fixed Assets, Executive Management, Insurance, Six Sigma, Project Planning, ERP, SEC filings, Cash Management, Budgets, Business Process..., Outsourcing, Hyperion Enterprise, Risk Management, Mergers & Acquisitions, Strategic Financial...
Education
Walsh College 2000 — 2003
MBA, Finance
Golden Gate University 1990 — 1993
MST, Taxation
Saint Mary's College of California 1987 — 1989
BA, Management
Financial Executives International July 1991 - November 2010
Financial Executives International 1991 - 2009
Education
County College of Morris
Liberal Arts
O3B Networks September 2011 - Present
Financial Executives International 1995 - 2013
Financial Executive Advisors LLC July 2001 - August 2011
Skills
Financial Reporting, SEC, SEC filings, Acquisition Integration, Mergers, Managerial Finance, IPO, Accounting, Venture Capital, Strategic Planning, Management Consulting, Due Diligence, IFRS
Education
University of Denver - Daniels College of Business 1987 — 1990
MIM, International Management
Colorado State University 1977 — 1979
Bachelor of Science (BS), Accounting
Temple Sholom of Flatbush 2008 - 2015
Temple Sholom of Flatbush 2008 - 2015
World Trade Centers Association February 1997 - June 2010
Financial Executives International 1990 - 2000
Port Authority of NY & NJ June 1960 - November 1995
Student Agencies Foundation, Inc. 1966 - 1995
Skills
Management Consulting, Customer Service, Change Management, Strategic Planning, Team Building, Microsoft Office, Operations Management, Strategy, Microsoft Excel, Business Strategy, Accounting, Restructuring, Acquisition Integration, Negotiation, Nonprofits, Marketing Strategy, Public Speaking, Business Development, Event Management, Mergers & Acquisitions, Financial Analysis
Education
Cornell University 1956 — 1960
Bachelor of Science (BS), Industrial and Labor Relations
Baruch College, City University of New York (CUNY)
MBA, Accounting and Finance
Financial Executives International May 2003 - Present
American Express Travel Related Companies April 1997 - November 2003
Skills
Leadership, Meeting Planning, Trade Shows, Event Planning, Event Management, Budgets, Association Management, Strategic Planning, Nonprofits, Social Media Marketing, Fundraising, Social Networking, Management, Customer Service, Marketing Communications, Contract Negotiation, Volunteer Management, Email Marketing, Public Relations, Strategic Communications, Forecasting, Newsletters, Social Media, Team Building, Corporate Communications, Marketing
Education
Raritan Valley Community College 2003 — 2003
Conference Planning
Zoetis March 2014 - Present
Tyco International August 2011 - December 2012
Tyco International August 2009 - August 2011
Financial Executives International January 2008 - July 2009
Financial Executives International August 2001 - December 2007
AT&T 1998 - 2001
Ernst & Young 1996 - 1998
Skills
Policy, SEC reporting, Technical Accounting, SEC filings, Accounting, Managerial Finance, Financial Reporting, Budgets, Financial Accounting, Consolidation, Finance, Financial Statements, Sarbanes-Oxley Act, Corporate Finance, Internal Controls, US GAAP, Auditing
Education
Fairfield University 1992 — 1996
BS, Accounting
Navitas Lease Corp. April 2013 - Present
The Daily Record February 2008 - May 2012
Financial Executives International 2003 - 2006
Skills
Newspapers, Advertising, Advertising Sales, Social Media Marketing, Account Management, Facebook, Marketing Communications, Digital Media, Salesforce.com, Event Planning, Email Marketing, Sales, Online Advertising, Social Networking, Sales Presentations, New Business Development, Marketing, Marketing Strategy, Direct Marketing, Lead Generation, B2B, Sponsorship Sales, Exhibit Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Program Management, Contract Negotiation, Leasing/Financing, Start-ups, Management, Online Marketing, Negotiation, Social Media
Education
Kutztown University of Pennsylvania 1983 — 1986
Education
Financial Executives International January 2008 - May 2008
The Prudential Insurance Company of America March 1978 - April 1994
Education
County College of Morris 2003 — 2005
AA, Liberal Arts& Sciences (Humanities/Social Science)
CPI Corp., Inc. February 2012 - May 2013
Financial Executives International May 2008 - February 2009
Lamson & Sessions 1990 - 2007
Carlon 1990 - 2007
Gibson Homans Co. May 1985 - May 1990
Skills
Executive Management, Corporate Finance, Accounting, Operations Management, Corporate Governance, Strategic Planning, Investor Relations, Information Management, Board of Directors, Treasury Management, Organizational..., Budgets, Cost Accounting, Leadership, Forecasting, SAP, Cross-functional Team..., Process Improvement, Retail, Manufacturing, Distribution Strategies, Construction Management, Internal Controls, Risk Management, Management of Change, Financial Reporting, Mergers & Acquisitions, Corporate Communications, Not-for-profit..., Board Relations, Board Governance, Business Planning, Financial Analysis, Start-ups, Strategy, Change Management
Education
St. John's University, NY 1973 — 1977
Master of Business Administration (MBA), Accounting & Marketing
Purdue University 1964 — 1969
B.S. Industrial Manangement, Economics & Finance
Cigna-HealthSpring January 2015 - Present
Cigna-HealthSpring May 2010 - December 2014
Horizon Group USA July 2009 - February 2010
RegentAtlantic Capital, LLC June 2008 - August 2008
Phaidon Press December 2007 - January 2008
CMC Joist & Deck June 2007 - August 2007
Financial Executives International December 2006 - January 2007
Air BP June 2006 - August 2006
Skills
Research, Data Management, Data Analysis, PowerPoint, Social Media, Public Speaking, Project Management, Management
Education
Gettysburg College 2005 — 2009
BA, History
Financial Accounting Foundation November 2009 - Present
American Academy of Actuaries May 2008 - April 2009
Fiancial Executives International January 1999 - May 2008
Financial Executives International 1999 - 2008
Digital Equipment Corporation 1987 - 1999
Education
The George Washington University - School of Business 1982 — 1984
MBA, Public Policy
University of Maryland College Park 1979 — 1981
BS, Business Management
Colby Sawyer College 1969 — 1971
AA
Plumbers & Steamfitters Local 166 May 2013 - Present
Financial Executives International January 2006 - Present
Shambaugh & Son, LP October 1991 - Present
Geo. S. Olive & Co. CPA January 1988 - October 1991
Skills
Managerial Finance, Job Costing, Project Management, Payroll, Sales Tax, Income Tax, Financial Audits, Risk Management, Accounts Payable, Cost Accounting, Budgets, Financial Analysis, Strategic Planning, Accounting, Internal Controls, GAAP
Education
Indiana University—Purdue University Fort Wayne 1982 — 1987
Bachelor’s Degree, Business / Accounting
Volition Wellness Solutions October 2007 - Present
Hillsborough Board of Education 2004 - 2007
Princeton Behavioral Healthcare 2003 - 2004
Corner House Counseling Center 2002 - 2003
University Behavioral Healthcare UMDNJ 2001 - 2002
MFC Group 1987 - 2000
Financial Executives International 1986 - 1987
Federated Reinsurance Corporation 1984 - 1986
Skills
Wellness, Psychotherapy, Counseling Psychology, Mindfulness Meditation, Nutrition, Motivational..., Adolescents, Couples Counseling, Anxiety Management, Addictions, Individual Counselling, Small Group Counseling, Wellbeing, Organizational Vision, Strategic Planning, Team Leadership, Imago Relationship..., Internal Family Systems, Compassionate..., Relationship Counseling, Grief Counseling, Anger Management, Holistic Health, Public Speaking, Healing, Stress Management, Mental Health Counseling, Mindfulness, Chemical Dependency, Meditation, Crisis, Family Therapy, Treatment, Wellness Coaching, Behavioral Health, Chronic Illness, Life Coaching, Pain Management
Education
The College of New Jersey 2001 — 2003
MA, Counselor Education
Kean University 1978 — 1983
BS, Accounting
Madison Central High School
Madison Central High School
Madison Central High School
United States Senate March 2015 - Present
Financial Executives International September 2009 - March 2015
U.S. House of Representatives February 2009 - June 2009
National Republican Congressional Committee - Congressman Tom Cole - Chairman April 2007 - January 2009
U.S. House of Representatives August 2005 - April 2007
Skills
Public Policy, Policy Analysis, Political Campaigns, Government, Politics, Policy, Research, Non-profits, Legislative Relations, Fundraising, International Relations, Community Outreach, Grassroots Organizing, Public Speaking, Legislation, Volunteer Management, Editing, Stata, Public Relations, Analysis, Strategy, Legal Writing, Political Science, Strategic Communications, Leadership, Nonprofits, Political Consulting, Grassroots
Education
Lake Forest College 2001 — 2005
B.A., Political Science, Economics
The Johns Hopkins University - Zanvyl Krieger School of Arts and Sciences
M.A., Government, Public Policy
Charles University in Prague
Political Science, Economics
National Association of Manufacturers May 2013 - Present
Financial Executives International October 2011 - April 2013
Financial Executives International December 2010 - October 2011
Office of Congressman Mike Castle (R-DE) 2008 - December 2010
Office of Congressman Mike Castle (R-DE) 2007 - 2008
Office of Congressman Mike Castle (R-DE) September 2006 - 2007
Education
American University 2006 — 2008
M.A., Political Science
University of Delaware 2002 — 2006
B.A., Political Science
Florida State University August 2013 - Present
Financial Executives International June 2012 - August 2012
Education
Florida State University 2013 — 2018
Doctor of Philosophy (Ph.D.), Economics
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Economics
The Washington Center
University of New Hampshire, Economics
Financial Executives International November 2012 - Present
New England Financial 1987 - 2012
Skills
Outlook, Word, Excel,..., recording and..., heavy phone coverage, organized multi-tasker, event planning, Fundraising, Office Administration, Meeting Planning, Critical Thinking, Budgets, Organized Multi-tasker, QuickBooks, Event Management
Education
Centenary College 2007 — 2009
Bachelor of Science, Business Administration and Management, 3.96
Berkeley College 1985 — 1987
Associate degree, Business Administraton, 3.8 GPA