NextLevel: Building Enterprise Value
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NextLevel: Building Enterprise Value Employees
Grant Thornton LLP September 2015 - Present
NextLevel - Building Enterprise Value June 2012 - June 2013
McGladrey June 2011 - March 2012
McGladrey January 2006 - March 2012
Epicenter Fitness September 2008 - January 2010
Vulcan, Inc. May 2005 - February 2006
McGladrey February 2002 - 2005
Bank of America January 1998 - February 2003
Skills
Office Management, Executive Level..., People Development, Process Improvement, Process Management, People Skills, Microsoft Office, Administrative..., Customer Service, Problem Solving, Travel, Client/server, Training, Interviews, Expense Reports, QuickBooks, Office Administration, Invoicing, Team Building, Time Management, Onboarding, Hiring, Meeting Scheduling, Executive..., Calendars, Organizational..., Team Leadership, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint, Management, Administrative..., Leadership, Budgets, Project Management, Administration, Outlook, Accounts Payable, Payroll, Marketing, Public Speaking, Research
Education
Highline Community College 1995 — 1997
Associate of Arts (A.A.), General Studies
Central Washington University 1995 — 1996
Early Childhood Education and Teaching
NextLevel - Building Enterprise Value October 2014 - Present
Self-employed May 2010 - Present
KPMG US August 2005 - May 2010
Skills
Recruiting, Microsoft Word, Microsoft Excel, Human Resources, Microsoft Office, PowerPoint, Community Outreach, Event Planning, Marketing Event Planning, Outlook, Customer Service, Training, Fundraising, Event Management
Education
Gonzaga University 1998 — 2002
Bachelor of Arts (B.A.), Sociology & Criminal Justice
Gonzaga Preparatory School 1994 — 1998
General Studies
NextLevel - Building Enterprise Value October 2014 - Present
HighWest Management, LLC April 2014 - Present
Vigor Industrial 2012 - 2014
MEMC Electronic Materials 2011 - 2012
Brand Energy & Infrastructure Services, Inc. 2005 - 2011
General Electric 2001 - 2005
Webvan 2000 - 2001
GE Capital 1996 - 1999
GE Lighting Europe 1993 - 1996
GE Lighting 1991 - 1993
Skills
Mergers & Acquisitions, Mergers, SEC filings, Financial Analysis, Treasury, Strategy, Cash Flow Forecasting, Financial Reporting, IPO, Sarbanes-Oxley Act, Finance, Risk Management, Capital Budgeting, Tax, Capital Markets, Debt Management, Due Diligence, International Business, Audit Committee, Exit Strategies, Leadership, Restructuring, Cost Accounting, Acquisition Integration, Internal Controls, Business Development, Corporate Finance, Cash Management, Managerial Finance, Accounting, US GAAP, Change Management, Program Management, Treasury Management, Financial Modeling, SOX, SEC reporting, Debt Raising, Board Presentations, Team Building, Strategic Planning, FX Hedging, Interest Rate Swaps, KPI implementation, ERP Implementations, Planning Budgeting &..., Centralization, Manufacturing Operations, Information Technology, Private Equity
Education
University of Colorado at Boulder 1986 — 1990
Bachelor of Arts (BA), Economics
MKA 1984 — 1986
University of Washington May 2014 - Present
NextLevel - Building Enterprise Value October 2013 - Present
Seattle Business Consulting March 2012 - Present
Weyerhaeuser October 2008 - March 2012
Weyerhaeuser October 2004 - October 2008
Weyerhaeuser Company June 2003 - September 2004
Weyerhaeuser Company June 1997 - May 2003
Weyerhaeuser Company May 1993 - June 1997
Weyerhaeuser Company April 1986 - May 1993
Skills
Business Process, SAP, ERP, Cross-functional Team..., Change Management, Strategy, Management, Leadership, Supply Chain, Budgets, Process Improvement, Procurement, Program Management, Analysis, Business Process..., Strategic Planning, Integration, Software Documentation, Optimizations, Small Business, Vendor Management, Supply Chain Management, Project Management, Logistics, Project Planning, Contract Management, Financial Accounting, Facilities Management, Consulting, Managerial Finance, Governance, General Ledger, Internal Audit, Invoicing, ISO, Key Performance..., Microsoft Office, Workday
Education
University of Denver - Daniels College of Business 1973 — 1977
Bachelor of Science, Accountancy
NextLevel - Building Enterprise Value July 2013 - June 2014
CM Group November 2011 - March 2012
Microsoft Corporation August 2010 - August 2011
Microsoft January 2010 - June 2010
Microsoft July 2008 - July 2009
Microsoft September 2007 - June 2008
Microsoft February 1995 - June 2000
Microsoft 1993 - February 1995
Microsoft June 1989 - February 1993
Skills
Training, Cloud Computing, E-Learning, Microsoft Office, Pre-sales, Troubleshooting, SharePoint, Microsoft Technologies, Program Management, Enterprise Software, Strategic Planning, Change Management, Project Management, Leadership, Sales, Management, Cross-functional Team..., Start-ups, Strategic Partnerships
Education
Hillside Student Community
Hillside Student Community
University of Toronto 1984 — 1988
BA, English
Sheridan College 1990 — 1991
Associate's Degree, Ontario Management Development Program
NextLevel - Building Enterprise Value November 2011 - Present
Shenandoah Life Insurance Company May 2012 - June 2013
My Own Firm September 2009 - May 2012
Berkshire School 2004 - 2011
Premier Technology, Inc. November 2007 - July 2009
Aviva Life Insurance Company November 1996 - November 2006
GE Financial Assurance March 1993 - September 1996
GNA Corporation July 1985 - February 1993
Skills
Strategic Planning, Executive Management, Organizational..., Building Strong Teams, New Business Development, Mergers, Business Strategy, Mergers & Acquisitions, Insurance, Management, Entrepreneurship, Restructuring, High Performance Teams, Program Management, Life Insurance, Leadership, Team Building, Employee Benefits, Training, Marketing, Project Management, Strategy, Finance
Education
Stanford University Graduate School of Business 1972 — 1974
MBA
Stanford University 1966 — 1970
BA
Bowtech Archery 2014 - Present
NextLevel - Building Enterprise Value 2013 - 2014
RS Medical (International Rehabilitative Sciences, Inc.) 2010 - 2013
gDiapers 2008 - 2010
CNS, Inc. (The Breathe Right Company) 2003 - 2007
ShopNBC 2000 - September 2004
The Pillsbury Company (Currently owned by General Mills) 1988 - 2000
Price Waterhouse 1982 - 1986
Skills
Treasury Management, Leadership, Strategy, Internal Controls, Strategic Financial..., Finance, Corporate Governance, P&L Management, Mergers, Marketing, Managerial Finance, Insurance, Risk Management, Management, Analysis, Project Planning, Business Analysis, Negotiation, US GAAP, Due Diligence, Acquisition Integration, P&L, Cost Accounting, Accounts Receivable, Corporate Development, Restructuring, Business Process..., Contract Negotiation, Consolidation, Business Development, Management Consulting, Change Management, New Business Development, Auditing, Consumer Products, Corporate Finance, Sales Operations, SEC filings, Divestitures, Pricing, Competitive Analysis, Cash Flow, Treasury, Investor Relations
Education
The University of Chicago - Booth School of Business 1987 — 1988
MBA, Finance, International Business
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Accountancy, With Honors
DreamBox Learning February 2013 - Present
NextLevel: Building Enterprise Value February 2013 - Present
NextLevel: Building Enterprise Value July 2012 - February 2013
Global Scholar August 2010 - April 2012
Evergreen Collateral Consulting 2009 - 2010
Lumera Corporation 2004 - 2009
Plexera Biosciences 2007 - 2008
Entree's Inc (Banzai Sushi) 2003 - 2004
Locate Networks 1999 - 2002
Zones.com 1993 - 1999
Skills
Cash Flow Management, Vendor Finance, Strategic Planning, Forecasting, Budgeting, Business Analysis, Internal Controls, SEC filings, Corporate Finance, Revenue Recognition, SaaS, Accounting, Corporate FP&A, Treasury Management, Human Resources, IT Management, Risk Management, Operations Management, Investor Relations, Leadership, Team Building, Process Improvement, Offshoring, Contract Negotiation, Government Contracting, CPA (inactive)
Education
University of Iowa 1980 — 1982
Master's degree
University of Iowa 1975 — 1982
Bachelor of Business Administration (BBA)
Pacific Power Group October 2014 - Present
Southwest Products October 2014 - Present
SRH Advisors, LLC March 2011 - Present
NextLevel - Building Enterprise Value April 2012 - Present
RetailNext, BVI Networks, Inc December 2011 - Present
Pacific Power Products Holdings, Inc. October 2014 - Present
Dolce Vita Footwear April 2012 - December 2013
Ultimate Electronics July 2006 - March 2011
Movie Gallery, Inc April 2005 - April 2006
Hollywood Entertainment, Inc January 2003 - April 2005
Skills
Financial Management, Retail Industry, Operations Management, Strategy Development, Capital Markets, Public and private..., Retail Financial..., Retail Financial..., Executive Management
Education
Capital University 1987 — 1988
Bachelor of Arts, Political Economics
College of Wooster 1976 — 1979
BA, Economics
Washington High School
Washington High School
NextLevel: Building Enterprise Value October 2013 - Present
Icicle Seafoods, Inc. June 2011 - September 2013
Christensen Farms 2009 - 2011
MGP Ingredients 2007 - 2009
Gowan Company February 2005 - September 2007
Alliance One 1998 - 2004
Alliance One 1995 - 1998
TEIC US, subsidiary of Dimon, Inc. 1992 - 1995
Dimon, Inc 1990 - 1992
BDO Seidman 1989 - 1990
Skills
Mergers & Acquisitions, Forecasting, Finance, Financial Analysis, Business Planning, Strategy, Management, Internal Controls, Business Strategy, Sarbanes-Oxley Act, Restructuring, Risk Management, Mergers, Strategic Planning, Operations Management, Managerial Finance, Business Development, Financial Reporting, Change Management, Cross-functional Team..., Financial Modeling, Cash Flow, Cost Accounting, Accounting, Corporate Finance, Due Diligence, Executive Management, ERP, Budgets
Education
Guilford College 1985 — 1989
BS, Accounting & Management
Mt Airy High School
Statsit Pte Ltd May 2011 - Present
NextLevel - Building Enterprise Value November 2014 - Present
IPB-BDVC May 2012 - Present
Apsara Ventures LLC February 2008 - Present
BeDynamic April 2013 - May 2014
NetRatings May 2005 - August 2007
Nielsen Media Research February 2001 - May 2005
ACNielsen 1997 - 1999
ACNielsen 1995 - 1997
Dun & Bradstreet 1989 - 1995
Skills
Strategic Planning, Start-ups, P&L responsibility, Global Communications, International Expansion, Mergers, New Business Development, Business Strategy, Strategy Development, Business Planning, Marketing Strategy, Negotiation, Online Marketing, Market Research, Venture Capital, International Business, Advertising, Restructuring, Financial Analysis, Competitive Analysis, Due Diligence, Executive Management, Corporate Finance, Digital Marketing, Social Media, Strategic Partnerships, Marketing Research, Management Consulting, Market Entry, Entrepreneurship, Digital Media, P&L Management, Consumer Insights, Customer Insight, Strategy, Mergers & Acquisitions, Management, Mobile Devices, Product Management, Leadership, Financial Modeling, Analytics, Online Advertising, Emerging Markets, Finance, B2B, Angel Investing, Digital Strategy, Segmentation, Market Analysis
Education
Indiana University - Kelley School of Business
MBA, Managerial Finance
Northwestern University
BA, Mathematics
NextLevel: Building Enterprise Value June 2013 - Present
Tigner Executive Consulting 2007 - 2013
Alignent Software 2005 - 2007
Oracle Corporation 1999 - 2004
Ernst & Young 1996 - 1998
KPMG 1993 - 1996
Accenture 1988 - 1993
Skills
Change Management, Organizational..., Professional Services, Management Consulting, New Business Development, Executive Management, Start-ups, Strategic Planning, Business Development, Program Management, Business Strategy, Leadership, Mergers & Acquisitions, Strategic Partnerships, Strategy, Performance Improvement
Education
Stanford University Graduate School of Business 2011 — 2011
Executive Program for Innovation Design
UCI - Paul Merage School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance and Technology
Princeton Theological Seminary 1984 — 1986
Master of Divinity (M.Div.)
Westmont College
Bachelor of Arts (B.A.)
NextLevel: Building Enterprise Value July 2013 - Present
Tatum LLC 2005 - July 2013
Reed Group 2008 - 2009
hawkeye March 2005 - November 2007
i2 Technologies 2000 - 2003
Intermec Technologies 1998 - 2000
Siemens 1995 - 1998
Pitney Bowes 1985 - 1995
Arthur Andersen & Co 1979 - 1985
Skills
SaaS, Agile Methodologies, Governance, Enterprise Software, Start-ups, Management Consulting, Cloud Computing, IT Strategy, Professional Services, Business Process..., Program Management, Business Intelligence, Business Strategy, CRM, Outsourcing, Business Process, Strategy, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1979
MBA, Finance
Carnegie Mellon University 1975 — 1977
BA, Biochemistry and Molecular Biology, Business
Bucknell University 1973 — 1974
Biology/Biological Sciences, General
NextLevel - Building Enterprise Value April 2015 - Present
SCORE January 2011 - Present
Ambassadors Group, Inc. October 2011 - May 2014
Dell November 2007 - July 2010
Dell March 2007 - November 2007
Dell August 2006 - March 2007
Dell February 2004 - August 2006
Dell Financial Services August 2001 - February 2004
ConnectSouth Communications, Inc. September 2000 - July 2001
N-Link, LLC DBA Dashlink October 1995 - August 2000
Skills
Cloud Computing, Networking, IT Management, Talent Management, Enterprise Architecture, Program Management, IT Strategy, ITIL, Integration, Leadership, Management Consulting, Data Center, Strategy, Product Management, Professional Services, Business Analysis, Management, Security, Team Leadership, Data Warehousing, Governance, IT Service Management, Vendor Management, Business Strategy, Software Development, Disaster Recovery, SDLC, Business Process..., Business Intelligence, Training, Analytics, SaaS, Enterprise Software, Information Technology, Entrepreneurship, Project Portfolio..., Business Process, Databases, Software Project..., Mergers & Acquisitions, Cross-functional Team..., CRM, Consulting, Process Improvement, PMP, Outsourcing, Requirements Analysis, Change Management, Executive Management, Leadership Development
Education
Western Governors University
Master of Business Administration (M.B.A.), Strategy and Management
Excelsior College
Bachelor of Science, Computer Science
NextLevel - Building Enterprise Value May 2015 - Present
Traeger Pellet Grills, LLC 2012 - May 2015
Robert Half Management Resources January 2012 - May 2012
Harry's Fresh Foods July 2011 - January 2012
Nautilus Inc. April 2010 - August 2010
Resources Global Professionals August 2004 - December 2009
Regence BlueCross BlueShield of Oregon 2004 - 2006
Amcor Sunclipse January 2001 - June 2004
Tetra Pak February 1990 - October 1998
Skills
Financial Reporting, Accounting, SEC filings, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Forecasting, Auditing, Financial Accounting, ERP, Managerial Finance, Budgets, General Ledger, Financial Statements, GAAP, Cost Accounting, Consolidation
Education
Clark University 1982 — 1987
Nasson College 1974 — 1978
B.S., Economics
NextLevel - Building Enterprise Value 2015 - Present
Catalyst Strategies March 1990 - Present
Nike Equipment, Inc. 1999 - 2000
US Bank August 1984 - February 1990
Skills
Strategy, Business Strategy, Strategic Planning, Nonprofits, Leadership Development, Executive Coaching, Public Relations, Coaching, Business Development, Organizational..., Strategic Planning..., Organizational..., Pubic/private..., Cross-sector...
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
Masters of Business Administration, Finance, Marketing
Smith College 1972 — 1976
BA, Political Science
Smith College
Bachelor of Arts (B.A.), Government
Smith College
Bachelor of Arts (B.A.), Government
NextLevel - Building Enterprise Value May 2015 - Present
Traeger Pellet Grills, LLC August 2012 - April 2015
Alfred Publishing 2007 - 2012
Campaigners 2005 - 2007
Vindigni & Associates 2003 - 2005
Avesco Media Group 1998 - 2003
Cybeq Nano Technologies 1997 - 1998
Sony/Nihon Materials Research 1996 - 1997
Sony/Materials Research 1987 - 1996
Skills
Financial Reporting, Forecasting, Accounting, Budgets, Working Capital..., Navision, Treasury, Corporate Budgeting, Financial Audits, Revenue Recognition, Cash Flow Forecasting, Strategic Planning, Managerial Finance, Divestitures, Consolidation, Treasury Management, Investor Relations, SEC filings, IPO, Cash Management
Education
Iona College
Master of Business Administration (MBA), Finance and Financial Management Services
NextLevel - Building Enterprise Value July 2012 - Present
Tony Blair Africa Governance Initiative September 2013 - September 2014
Long Island Power Authority June 2009 - January 2012
Seattle City Light January 2006 - November 2008
American Electric Power 1997 - 2006
Calpine Corporation 1991 - 1997
Skills
Power Generation, Wind, Renewable Energy, Risk Management, Mergers, Project Finance, Project Management, Energy Efficiency, Mergers & Acquisitions, Strategic Planning, Energy, Management, Natural Gas, Contract Management, Budgets, Corporate Finance, Operations Management, Leadership, Solar Energy, Executive Management, Sustainable Energy, Strategy, Energy Policy, Cleantech, Finance, Structured Finance, Financial Analysis, Commodity Markets, Due Diligence
Education
Harvard Business School
MBA, finance, energy
Stanford University
B.S., Civil Engineering
Red Dog Interactive, Inc. July 2015 - Present
BITS Consulting September 2013 - Present
Genzyme February 2012 - June 2015
BuildPulse 2014 - February 2014
NextLevel - Building Enterprise Value 2014 - 2014
North Seattle Community College September 2011 - September 2012
Patterson Roofing November 2008 - December 2009
Jorve Corporation April 2007 - October 2008
Skills
Project Management, Python, R, SQL, Data Analysis, MySQL, Data Visualization, Tableau, Program Management, Leadership, Machine Learning, Database Design, XML, Hadoop, Git, Web Development, C#, NoSQL, VBA, UML, Agile Methodologies, Ruby, Objective-C, Microsoft Office..., Microsoft SQL Server, WordPress, HTML 5, CSS3, TCP/IP protocols, Apache Pig, Visual Paradigm, Linux, MS Project, XLMiner, Google Analytics, Power Pivot, SDLC, Scrum, Amazon Web Services..., Swift, CSS, Microsoft Project, Microsoft Dynamics
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Bachelor's Degree, Information Systems / Operations and Supply Chain Management
North Seattle Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Coursera
NextLevel - Building Enterprise Value 2012 - Present
Amara 2012 - Present
Titus Group 1991 - 2014
Interchecks Inc. 1986 - 1991
Morguard Investments, Inc. 1984 - 1986
Simon Golub & Sons, Inc. 1976 - 1984
Boeing Commercial Airplane Co. 1972 - 1976
Skills
Executive Management, Change Management, Profit Improvement, Mergers, Value Creation, Financial Management, Profit Maximization, Managerial Finance, Business Planning, Mergers & Acquisitions, Operations Management, Restructuring, Management, Finance, Leadership, Strategy, Strategic Planning, Market Research, Business Strategy, Financial Analysis, Financial Modeling, Forecasting, Process Improvement
Education
Seattle University
MBA, with Honors
University of Washington
BA, Cum Laude, Economics
Harvard Business School
Strategic Marketing Management Executive Education Program