Pannell Kerr Forster
Industry: Accounting company
DescriptionPKF International is a global network of accountancy firms. Member firms operate under the PKF brand in 440 cities and operate in 150 countries across 5 continents. PKF International is ranked the 15th largest global accounting network in 2016 according to a survey by International Accounting Bulletin. CEO: John Sim (Apr 2013–) Headquarters: London, United Kingdom Founded: 1969 Type of business: Limited Liability Partnership Subsidiaries: PKF O'Connor Davies, LLP,
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Pannell Kerr Forster Employees
Employee
Years
Job
Industry
Michael O. Zamir, CPA, CGMA Michael O. Zamir, CPA, CGMA's Pannell Kerr Forster Experience 2008 - 2009
Job Talented Global Sales & Operations Planning (S&OP) and Internal Audit Leader
Industry Biotechnology
Experience
Thermo Fisher Scientific 2012 - Present
Life Technologies 2009 - 2012
Pannell Kerr Forster 2008 - 2009
Paramount Equity Mortgage 2006 - 2008
CBIZ, Inc. (Mayer Hoffman McCann P.C.) 2002 - 2006
Skills
CPA, S&OP implementation, Internal Audit, Six Sigma, Business Process..., Supply Chain, Supply Strategy, Inventory Management, Inventory Control, Biotechnology Industry, Demand Planning, Demand Forecasting, Modeling, Global Business..., SKU Management, OEMs, Customer Experience, Global Cross-Functional..., Operational Excellence, ERP, SAP, JD Edwards, Staff Supervision, External Audit, Internal Controls, Financial Audits, Risk Assessment, Regulatory Compliance, Sarbanes-Oxley Act, US GAAP, IFRS, Financial Statements, SEC reporting, Enterprise Risk...
Education
University of Arizona 1997 — 2001
Bachelor’s Degree, Accounting, Eller College of Business and Public Administration
Thermo Fisher Scientific 2012 - Present
Life Technologies 2009 - 2012
Pannell Kerr Forster 2008 - 2009
Paramount Equity Mortgage 2006 - 2008
CBIZ, Inc. (Mayer Hoffman McCann P.C.) 2002 - 2006
Skills
CPA, S&OP implementation, Internal Audit, Six Sigma, Business Process..., Supply Chain, Supply Strategy, Inventory Management, Inventory Control, Biotechnology Industry, Demand Planning, Demand Forecasting, Modeling, Global Business..., SKU Management, OEMs, Customer Experience, Global Cross-Functional..., Operational Excellence, ERP, SAP, JD Edwards, Staff Supervision, External Audit, Internal Controls, Financial Audits, Risk Assessment, Regulatory Compliance, Sarbanes-Oxley Act, US GAAP, IFRS, Financial Statements, SEC reporting, Enterprise Risk...
Education
University of Arizona 1997 — 2001
Bachelor’s Degree, Accounting, Eller College of Business and Public Administration
John Finley, CCM John Finley, CCM's Pannell Kerr Forster Experience September 1984 - November 1987
Job Managing Partner at Paisano Performance Partners LLC
Industry Hospitality
Experience
Paisano Performance Partners LLC September 2015 - Present
IBS, Inc April 2013 - September 2015
CMAA 1987 - 2014
Lajitas Golf Resort & Spa February 2012 - 2013
Prestonwood Country Club June 1992 - November 2011
Prestonwood Country Club January 1987 - January 1992
Pannell Kerr Forster September 1984 - November 1987
ARA Services January 1983 - November 1984
John Knox Village January 1982 - January 1983
Methodist Hospital January 1981 - January 1982
Skills
Articulate Presenter, Business Analysis, Financial Analysis, Hospitality Management, Management, Golf, Marketing, Hotels, Team Building, Resorts, Golf Course Management, Hospitality Industry, Golf Courses, Presenter, Club, Due Diligence, Hospitality, Budgets, Banquets, Leadership, Food & Beverage, Country Clubs, Menu Development, Restaurants, Fine Dining, Food, Strategy, Recipes, Catering, Wine, Tournaments, Sales, Hotel Management, Golf Instruction, Golf Clubs, Cuisine, Purchasing, Event Planning, Pre-opening, Culinary Skills, Tourism, Restaurant Management, Income Statement, Revenue Analysis, Yield Management, Banquet Operations, Food Service, Brand Management, Sanitation, Quality Management
Education
University of Houston 1978 — 1981
B.S. Hotel and Restaurant Management, Conrad N. Hilton College of Hotel and Restaurant Management
City College of San Francisco 1976 — 1978
Associates Degree, Hotel and Restaurant Management
Paisano Performance Partners LLC September 2015 - Present
IBS, Inc April 2013 - September 2015
CMAA 1987 - 2014
Lajitas Golf Resort & Spa February 2012 - 2013
Prestonwood Country Club June 1992 - November 2011
Prestonwood Country Club January 1987 - January 1992
Pannell Kerr Forster September 1984 - November 1987
ARA Services January 1983 - November 1984
John Knox Village January 1982 - January 1983
Methodist Hospital January 1981 - January 1982
Skills
Articulate Presenter, Business Analysis, Financial Analysis, Hospitality Management, Management, Golf, Marketing, Hotels, Team Building, Resorts, Golf Course Management, Hospitality Industry, Golf Courses, Presenter, Club, Due Diligence, Hospitality, Budgets, Banquets, Leadership, Food & Beverage, Country Clubs, Menu Development, Restaurants, Fine Dining, Food, Strategy, Recipes, Catering, Wine, Tournaments, Sales, Hotel Management, Golf Instruction, Golf Clubs, Cuisine, Purchasing, Event Planning, Pre-opening, Culinary Skills, Tourism, Restaurant Management, Income Statement, Revenue Analysis, Yield Management, Banquet Operations, Food Service, Brand Management, Sanitation, Quality Management
Education
University of Houston 1978 — 1981
B.S. Hotel and Restaurant Management, Conrad N. Hilton College of Hotel and Restaurant Management
City College of San Francisco 1976 — 1978
Associates Degree, Hotel and Restaurant Management
Canute McLaughlin, MS Canute McLaughlin, MS's Pannell Kerr Forster Experience March 1976 - September 1985
Job 35+ Years in Accounting | Accountant at Govt Agency | Accounting Partner at MMR Accounting
Industry Government Administration
Experience
MMR Accounting & Consulting Services, Inc. November 2010 - Present
Government Agency February 2007 - Present
Safe Horizon July 2001 - February 2007
Prodigy Internet October 1999 - June 2001
O.K. Industries Inc. March 1998 - September 1999
Texaco June 1996 - November 1997
Robert Half International December 1994 - May 1996
Jamaica Railway Corporation March 1991 - November 1994
Sealy Mattress Ltd October 1985 - February 1991
Pannell Kerr Forster March 1976 - September 1985
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Accounting, Bookkeeping, Auditing, Bank Reconciliation, Journal Entries, Account Reconciliation, Accounts Payable, Aging Reports, Accounts Receivable, General Ledger, Cost Accounting, Financial Analysis, Cash Management, Monthly Closing, Payroll
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Science (MS), Accounting and Finance
Monroe College 2004 — 2005
Bachelor of Business Administration (B.B.A.), Accounting, 3.92
MMR Accounting & Consulting Services, Inc. November 2010 - Present
Government Agency February 2007 - Present
Safe Horizon July 2001 - February 2007
Prodigy Internet October 1999 - June 2001
O.K. Industries Inc. March 1998 - September 1999
Texaco June 1996 - November 1997
Robert Half International December 1994 - May 1996
Jamaica Railway Corporation March 1991 - November 1994
Sealy Mattress Ltd October 1985 - February 1991
Pannell Kerr Forster March 1976 - September 1985
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Accounting, Bookkeeping, Auditing, Bank Reconciliation, Journal Entries, Account Reconciliation, Accounts Payable, Aging Reports, Accounts Receivable, General Ledger, Cost Accounting, Financial Analysis, Cash Management, Monthly Closing, Payroll
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Master of Science (MS), Accounting and Finance
Monroe College 2004 — 2005
Bachelor of Business Administration (B.B.A.), Accounting, 3.92
Frank Compiani Frank Compiani's Pannell Kerr Forster Experience December 1977 - August 1988
Job Office Managing Partner McGladrey LLP
Industry Accounting
Experience
McGladrey LLP December 1977 - Present
Pannell Kerr Forster December 1977 - August 1988
Skills
Accounting, Financial Reporting, Audit, Tax, Auditing, CPA, GAAP, Corporate Tax, SEC filings, Internal Controls, Tax Research, Income Tax, US GAAP, Tax Preparation, Partnership Taxation, International Tax, Mergers & Acquisitions, Tax Accounting, Forensic Accounting, Tax Returns, Sarbanes-Oxley Act, Revenue Recognition, Assurance, External Audit, Financial Accounting, General Ledger, Business Valuation, S Corporations, FIN 48, US Tax, Fixed Assets, Tax Advisory, Sarbanes-Oxley, Due Diligence, Financial Statements, QuickBooks, Internal Audit, IFRS, Cash Flow, Transfer Pricing, Consolidation, Enterprise Risk..., Cost Accounting, Financial Audits, Financial Analysis, Strategic Financial..., Restructuring, Managerial Finance, Account Reconciliation, Cash Management
Education
Pace University 1978 — 1980
MBA, Accounting
Fordham University 1971 — 1975
BS, Accounting
McGladrey LLP December 1977 - Present
Pannell Kerr Forster December 1977 - August 1988
Skills
Accounting, Financial Reporting, Audit, Tax, Auditing, CPA, GAAP, Corporate Tax, SEC filings, Internal Controls, Tax Research, Income Tax, US GAAP, Tax Preparation, Partnership Taxation, International Tax, Mergers & Acquisitions, Tax Accounting, Forensic Accounting, Tax Returns, Sarbanes-Oxley Act, Revenue Recognition, Assurance, External Audit, Financial Accounting, General Ledger, Business Valuation, S Corporations, FIN 48, US Tax, Fixed Assets, Tax Advisory, Sarbanes-Oxley, Due Diligence, Financial Statements, QuickBooks, Internal Audit, IFRS, Cash Flow, Transfer Pricing, Consolidation, Enterprise Risk..., Cost Accounting, Financial Audits, Financial Analysis, Strategic Financial..., Restructuring, Managerial Finance, Account Reconciliation, Cash Management
Education
Pace University 1978 — 1980
MBA, Accounting
Fordham University 1971 — 1975
BS, Accounting
Barb Piwowarski Barb Piwowarski's Pannell Kerr Forster Experience 1990 - 1991
Job ERP Project Manager State of Illinois
Industry Government Administration
Experience
State of Illinois July 2015 - Present
State of Illinois - Department of Employment Security September 2011 - July 2015
After School Matters, Inc January 2008 - September 2011
State of Illinois - Department of Children & Family Services 2003 - 2008
Resources Connection 2001 - 2002
Gymboree 1999 - 2001
BDO Seidman, LLP 1991 - 1999
Pannell Kerr Forster 1990 - 1991
Skills
Budgets, Operations Management, Procurement, Strategic Planning, Accounting, Internal Controls, Financial Reporting, Human Resources, System Administration, Business Process, Analysis, Policy, Administration, Nonprofits, Finance, Government, Management, Process Improvement, Executive Management, Financial Analysis, Strategy, Training
Education
Loyola University of Chicago 1986 — 1990
Bachelor of Business Administration, Accounting
State of Illinois July 2015 - Present
State of Illinois - Department of Employment Security September 2011 - July 2015
After School Matters, Inc January 2008 - September 2011
State of Illinois - Department of Children & Family Services 2003 - 2008
Resources Connection 2001 - 2002
Gymboree 1999 - 2001
BDO Seidman, LLP 1991 - 1999
Pannell Kerr Forster 1990 - 1991
Skills
Budgets, Operations Management, Procurement, Strategic Planning, Accounting, Internal Controls, Financial Reporting, Human Resources, System Administration, Business Process, Analysis, Policy, Administration, Nonprofits, Finance, Government, Management, Process Improvement, Executive Management, Financial Analysis, Strategy, Training
Education
Loyola University of Chicago 1986 — 1990
Bachelor of Business Administration, Accounting
Alexander Isaac, CPA Alexander Isaac, CPA's Pannell Kerr Forster Experience March 2004 - May 2006
Job Manager Accounting, Reporting, and Consolidation at TransUnion
Industry Information Services
Experience
TransUnion May 2014 - Present
KPMG US October 2013 - April 2014
KPMG US October 2010 - September 2013
KPMG US September 2008 - September 2010
Pannell Kerr Forster March 2004 - May 2006
Skills
External Audit, US GAAP, Big 4, SEC filings, Auditing, GAAP, Financial Reporting, CPA, Financial Accounting, Accounting, SEC Filings, Mergers & Acquisitions
Education
Bowling Green State University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
TransUnion May 2014 - Present
KPMG US October 2013 - April 2014
KPMG US October 2010 - September 2013
KPMG US September 2008 - September 2010
Pannell Kerr Forster March 2004 - May 2006
Skills
External Audit, US GAAP, Big 4, SEC filings, Auditing, GAAP, Financial Reporting, CPA, Financial Accounting, Accounting, SEC Filings, Mergers & Acquisitions
Education
Bowling Green State University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Heidi Heuple Heidi Heuple's Pannell Kerr Forster Experience 1984 - 1987
Job Principal at Matthews, Carter and Boyce, P.C.
Industry Accounting
Experience
Matthews, Carter and Boyce, P.C. October 1990 - Present
Coopers and Lybrand 1987 - 1990
Pannell Kerr Forster 1984 - 1987
Education
Pacific Lutheran University 1978 — 1980
American University
Master of Science (MS), Taxation
University of Maryland College Park
Bachelor of Science (BS), Accounting
Matthews, Carter and Boyce, P.C. October 1990 - Present
Coopers and Lybrand 1987 - 1990
Pannell Kerr Forster 1984 - 1987
Education
Pacific Lutheran University 1978 — 1980
American University
Master of Science (MS), Taxation
University of Maryland College Park
Bachelor of Science (BS), Accounting
Randy Banaria Randy Banaria's Pannell Kerr Forster Experience October 1998 - September 2000
Job Forward Thinking, Finance Leader, Coach and Mentor
Industry Construction
Experience
Bigge Crane and Rigging Co. March 2006 - Present
CTA Solutions August 2005 - December 2005
ICH Group December 2000 - June 2005
Pannell Kerr Forster October 1998 - September 2000
Skills
Financial Analysis, Cost Accounting, Strategic Planning, Budgets, Finance, Accounting, Accounts Payable, GAAP, Forecasting, General Ledger, Payroll, Financial Statements, Management, Financial Reporting, Process Improvement, Financial Accounting, Internal Controls, Auditing, Accounts Receivable, Leadership, US GAAP, Tax
Education
University of Hawaii - College of Business Administration 2003 — 2005
EMBA
University of Nevada-Las Vegas - College of Business 1993 — 1998
B.S., Accounting
Bigge Crane and Rigging Co. March 2006 - Present
CTA Solutions August 2005 - December 2005
ICH Group December 2000 - June 2005
Pannell Kerr Forster October 1998 - September 2000
Skills
Financial Analysis, Cost Accounting, Strategic Planning, Budgets, Finance, Accounting, Accounts Payable, GAAP, Forecasting, General Ledger, Payroll, Financial Statements, Management, Financial Reporting, Process Improvement, Financial Accounting, Internal Controls, Auditing, Accounts Receivable, Leadership, US GAAP, Tax
Education
University of Hawaii - College of Business Administration 2003 — 2005
EMBA
University of Nevada-Las Vegas - College of Business 1993 — 1998
B.S., Accounting
Charles Grisamore Charles Grisamore's Pannell Kerr Forster Experience May 1981 - April 1987
Job AMS Manager Global Revenue Recognition Organization at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard January 2011 - Present
NEC July 2008 - January 2011
Siemens Government Services July 2007 - July 2008
Carreker Corporation June 2001 - July 2007
Check Solutions Company April 1989 - June 2001
HillHaven Corporation April 1987 - April 1989
Pannell Kerr Forster May 1981 - April 1987
Skills
Forecasting, Sarbanes-Oxley Act, Accounting, Auditing, SAP, CRM, Variance Analysis, Revenue Recognition, Finance, Budgets, Management, Program Management, Leadership, Team Leadership, Training, Team Building, Executive Management
Education
Christian Brothers University 1978 — 1981
Hewlett-Packard January 2011 - Present
NEC July 2008 - January 2011
Siemens Government Services July 2007 - July 2008
Carreker Corporation June 2001 - July 2007
Check Solutions Company April 1989 - June 2001
HillHaven Corporation April 1987 - April 1989
Pannell Kerr Forster May 1981 - April 1987
Skills
Forecasting, Sarbanes-Oxley Act, Accounting, Auditing, SAP, CRM, Variance Analysis, Revenue Recognition, Finance, Budgets, Management, Program Management, Leadership, Team Leadership, Training, Team Building, Executive Management
Education
Christian Brothers University 1978 — 1981
Bonita Gruenwald, CPA Bonita Gruenwald, CPA's Pannell Kerr Forster Experience January 1989 - December 1991
Job Senior Accounting Consultant
Industry Accounting
Experience
Sabal Financial Group LP May 2012 - Present
MMC Group LP July 2008 - July 2011
Coastal Rim Properties, Inc./CRP Construction January 2002 - August 2006
TNR Development Corporation/Compass Homes June 2000 - September 2001
Bonita Y. Hui, CPA April 1994 - May 2000
Kenneth Leventhal & Co. January 1992 - April 1994
Pannell Kerr Forster January 1989 - December 1991
Huffstetler Tracy Coppa & Herman, Inc., CPA'S October 1986 - May 1988
Skills
PeopleSoft, Timberline, Quickbooks, Bilingual-Chinese, Accounting, Financial Analysis, Financial Reporting, Auditing, Cash Flow, Real Estate, Budgeting, Excel, Budgets, Microsoft Excel, Strategic Financial..., Internal Controls, General Ledger, Financial Statements, Loans, Asset Management, Cost Accounting, Journal Entries, Tax, Financial Modeling, Sage, QuickBooks, Account Reconciliation, Accounts Receivable, Due Diligence, Finance, Portfolio Management, Banking, Corporate Finance, Internal Audit, Cash Management, CPA, Financial Accounting, Loan Servicing, Managerial Finance, Forecasting, Cash Flow Forecasting
Education
California State University-Los Angeles 1983 — 1987
BS, Business Administration, Accounting
Fashion Institute of Design & Merchandising 1981 — 1983
A.A., Fashion Design
Sabal Financial Group LP May 2012 - Present
MMC Group LP July 2008 - July 2011
Coastal Rim Properties, Inc./CRP Construction January 2002 - August 2006
TNR Development Corporation/Compass Homes June 2000 - September 2001
Bonita Y. Hui, CPA April 1994 - May 2000
Kenneth Leventhal & Co. January 1992 - April 1994
Pannell Kerr Forster January 1989 - December 1991
Huffstetler Tracy Coppa & Herman, Inc., CPA'S October 1986 - May 1988
Skills
PeopleSoft, Timberline, Quickbooks, Bilingual-Chinese, Accounting, Financial Analysis, Financial Reporting, Auditing, Cash Flow, Real Estate, Budgeting, Excel, Budgets, Microsoft Excel, Strategic Financial..., Internal Controls, General Ledger, Financial Statements, Loans, Asset Management, Cost Accounting, Journal Entries, Tax, Financial Modeling, Sage, QuickBooks, Account Reconciliation, Accounts Receivable, Due Diligence, Finance, Portfolio Management, Banking, Corporate Finance, Internal Audit, Cash Management, CPA, Financial Accounting, Loan Servicing, Managerial Finance, Forecasting, Cash Flow Forecasting
Education
California State University-Los Angeles 1983 — 1987
BS, Business Administration, Accounting
Fashion Institute of Design & Merchandising 1981 — 1983
A.A., Fashion Design
Jim Bolotin Jim Bolotin's Pannell Kerr Forster Experience 1984 - 1987
Job
Industry Hospital & Health Care
Experience
Truven Health Analytics August 2012 - Present
Accretive Health, Inc. May 2009 - August 2012
Eagle Test Systems, Inc. July 2004 - May 2009
R.S. Owens & Company August 2001 - July 2004
North American Bear Company January 1998 - August 2001
US Robotics Corp/3Com 1987 - 1997
Pannell Kerr Forster 1984 - 1987
Skills
Process Improvement, SEC filings, Cross-functional Team..., Sarbanes-Oxley Act, Financial Analysis, Strategic Planning, Financial Reporting, Auditing, Mergers, Forecasting, Financial Modeling, Executive Management, Finance, Start-ups, Acquisition Integration, Due Diligence, Accounting, Budgets, US GAAP, Sarbanes-Oxley
Education
Northwestern University 1990 — 1993
MM, Finance, Marketing
Marquette University 1980 — 1984
B.S., Accounting
Truven Health Analytics August 2012 - Present
Accretive Health, Inc. May 2009 - August 2012
Eagle Test Systems, Inc. July 2004 - May 2009
R.S. Owens & Company August 2001 - July 2004
North American Bear Company January 1998 - August 2001
US Robotics Corp/3Com 1987 - 1997
Pannell Kerr Forster 1984 - 1987
Skills
Process Improvement, SEC filings, Cross-functional Team..., Sarbanes-Oxley Act, Financial Analysis, Strategic Planning, Financial Reporting, Auditing, Mergers, Forecasting, Financial Modeling, Executive Management, Finance, Start-ups, Acquisition Integration, Due Diligence, Accounting, Budgets, US GAAP, Sarbanes-Oxley
Education
Northwestern University 1990 — 1993
MM, Finance, Marketing
Marquette University 1980 — 1984
B.S., Accounting
Lezlie Smith, CMA Lezlie Smith, CMA's Pannell Kerr Forster Experience June 1994 - June 1998
Job Finance Analyst at First Nations Health Authority
Industry Hospitality
Experience
First Nations Health Authority April 2014 - Present
Rakhit Consulting July 2013 - April 2014
Vancouver Community College April 2011 - June 2013
Olympic Broadcasting Services, Vancouver October 2008 - April 2010
City of Burnaby June 1998 - October 2008
Pannell Kerr Forster June 1994 - June 1998
Skills
Budgets, Event Management, Event Planning, Food & Beverage, Project Planning, Hospitality Industry, Hospitality Management, Hospitality, Coaching, Leadership, Business Planning, Logistics, Catering, Strategy, Forecasting, Management, Tourism, Business Development, Financial Analysis, Business Strategy, Customer Service, Negotiation, Strategic Planning, Operations Management, Hotels, Process Scheduler, Team Building, Restaurants, Training, business Analysis, Team Leadership
Education
CMA Accelerated Program 2008 — 2011
CMA, Certified Management Accountant
British Columbia Institute of Technology 2005 — 2007
Financial Management and Accounting
Ryerson University 1976 — 1979
BAA, Hospitality
First Nations Health Authority April 2014 - Present
Rakhit Consulting July 2013 - April 2014
Vancouver Community College April 2011 - June 2013
Olympic Broadcasting Services, Vancouver October 2008 - April 2010
City of Burnaby June 1998 - October 2008
Pannell Kerr Forster June 1994 - June 1998
Skills
Budgets, Event Management, Event Planning, Food & Beverage, Project Planning, Hospitality Industry, Hospitality Management, Hospitality, Coaching, Leadership, Business Planning, Logistics, Catering, Strategy, Forecasting, Management, Tourism, Business Development, Financial Analysis, Business Strategy, Customer Service, Negotiation, Strategic Planning, Operations Management, Hotels, Process Scheduler, Team Building, Restaurants, Training, business Analysis, Team Leadership
Education
CMA Accelerated Program 2008 — 2011
CMA, Certified Management Accountant
British Columbia Institute of Technology 2005 — 2007
Financial Management and Accounting
Ryerson University 1976 — 1979
BAA, Hospitality
Tom Beneventi Tom Beneventi's Pannell Kerr Forster Experience October 1982 - May 1991
Job National Partner in Charge of Tax and Compliance Efficiency
Industry Accounting
Experience
McGladrey May 1991 - Present
Pannell Kerr Forster October 1982 - May 1991
Skills
Tax, Income Tax, CPA, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Auditing, GAAP, International Tax, US GAAP, US Tax, FIN 48, SEC filings, Tax Research, Tax Returns, Internal Audit
Education
DePaul University 1972 — 2006
Master of Science in Taxation, Accounting
Mendel Catholic High School 1968 — 1972
McGladrey May 1991 - Present
Pannell Kerr Forster October 1982 - May 1991
Skills
Tax, Income Tax, CPA, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Auditing, GAAP, International Tax, US GAAP, US Tax, FIN 48, SEC filings, Tax Research, Tax Returns, Internal Audit
Education
DePaul University 1972 — 2006
Master of Science in Taxation, Accounting
Mendel Catholic High School 1968 — 1972
Gregory T. Bohan's Pannell Kerr Forster Experience 1981 - 1991
Job Instructor/Special Programs Coordinator at Florida Atlantic University
Industry Hospitality
Experience
Florida Atlantic University - College of Business, Hospitality Management Program August 2014 - Present
Florida International University, Chaplin School of Hospitality & Tourism Management 2012 - August 2014
Pinnacle Advisory Group 2003 - August 2012
Florida International University - Chaplin School of Hospitality and Tourism 2005 - 2012
The Inn at HighView - Andover, VT 1990 - 2003
Pannell Kerr Forster 1981 - 1991
Laventhol & Horwath 1976 - 1981
Skills
Hotels, Hospitality, Resorts, Hospitality Industry, Hospitality Management, Tourism, Yield Management, Hotel Management, Restaurants, Customer Service, Front Office, Revenue Analysis, Rooms Division, Menu Development, Lodging, Marketing, Event Planning, Banquets, Catering, Food Service, Sales, Micros, Food & Beverage, Leisure, Pre-opening, Strategic Planning, Management, Property Management..., Restaurant Management, Spa, Feasibility Studies, Event Management, Public Relations, Culinary Skills, Meeting Planning, Wine, Opera, Luxury, Food, Time Management, Cost Control, Customer Satisfaction, Food Safety
Education
Florida International University 2011 — 2012
Master of Science - Hospitality, Hospitality and Tourism
Cornell University - School of Hotel Administration 1972 — 1976
Bachelor of Science (B.S.), Hotel Administration, 3.8 (w/Distinction)
Florida Atlantic University - College of Business, Hospitality Management Program August 2014 - Present
Florida International University, Chaplin School of Hospitality & Tourism Management 2012 - August 2014
Pinnacle Advisory Group 2003 - August 2012
Florida International University - Chaplin School of Hospitality and Tourism 2005 - 2012
The Inn at HighView - Andover, VT 1990 - 2003
Pannell Kerr Forster 1981 - 1991
Laventhol & Horwath 1976 - 1981
Skills
Hotels, Hospitality, Resorts, Hospitality Industry, Hospitality Management, Tourism, Yield Management, Hotel Management, Restaurants, Customer Service, Front Office, Revenue Analysis, Rooms Division, Menu Development, Lodging, Marketing, Event Planning, Banquets, Catering, Food Service, Sales, Micros, Food & Beverage, Leisure, Pre-opening, Strategic Planning, Management, Property Management..., Restaurant Management, Spa, Feasibility Studies, Event Management, Public Relations, Culinary Skills, Meeting Planning, Wine, Opera, Luxury, Food, Time Management, Cost Control, Customer Satisfaction, Food Safety
Education
Florida International University 2011 — 2012
Master of Science - Hospitality, Hospitality and Tourism
Cornell University - School of Hotel Administration 1972 — 1976
Bachelor of Science (B.S.), Hotel Administration, 3.8 (w/Distinction)
Bill McGinnis, CPA Bill McGinnis, CPA's Pannell Kerr Forster Experience 1981 - 1983
Job President at McGHR McGinnis Consulting, LLC
Industry Human Resources
Experience
McGHR - McGinnis Consulting, LLC January 2015 - Present
McGinnis and Assoc (Mobile) 1992 - Present
Delphia Consulting, LLC April 2013 - January 2015
Shamrock Rose & Thistle December 2006 - November 2012
Systems Advisory Group dba Bidech 1987 - 1992
Cherry Bekaert and Holland 1986 - 1987
Morrisons Management Services 1984 - 1986
Wiik Reamer Lawrence & Dudley 1983 - 1984
Pannell Kerr Forster 1981 - 1983
Skills
HRMS Consulting, SaaS, Software Implementation, Lead Generation, ERP, Integration, Product Marketing, Sales Management, CRM, Process Improvement, Program Management, Professional Services, Management, Enterprise Software, Business Intelligence, Cloud Computing, Account Management, Consulting, Solution Selling, Business Analysis, Management Consulting, Business Process, Start-ups, Business Development, Business Process..., Sales Process, Human Resources, Performance Management, Payroll, Recruiting, HRIS
Education
University of South Alabama 1977 — 1981
BS
McGHR - McGinnis Consulting, LLC January 2015 - Present
McGinnis and Assoc (Mobile) 1992 - Present
Delphia Consulting, LLC April 2013 - January 2015
Shamrock Rose & Thistle December 2006 - November 2012
Systems Advisory Group dba Bidech 1987 - 1992
Cherry Bekaert and Holland 1986 - 1987
Morrisons Management Services 1984 - 1986
Wiik Reamer Lawrence & Dudley 1983 - 1984
Pannell Kerr Forster 1981 - 1983
Skills
HRMS Consulting, SaaS, Software Implementation, Lead Generation, ERP, Integration, Product Marketing, Sales Management, CRM, Process Improvement, Program Management, Professional Services, Management, Enterprise Software, Business Intelligence, Cloud Computing, Account Management, Consulting, Solution Selling, Business Analysis, Management Consulting, Business Process, Start-ups, Business Development, Business Process..., Sales Process, Human Resources, Performance Management, Payroll, Recruiting, HRIS
Education
University of South Alabama 1977 — 1981
BS
Ehjaylyn Henry Ehjaylyn Henry's Pannell Kerr Forster Experience June 2006 - December 2010
Job Senior Cash Accountant at TMX Finance
Industry Accounting
Experience
TMX Finance August 2012 - Present
Payless ShoeSource March 2012 - December 2012
Georgia Southern University May 2010 - December 2011
Pannell Kerr Forster June 2006 - December 2010
TitleMax February 2010 - May 2010
Gap Inc./Gap November 2009 - May 2010
Banco Popular de Puerto Rico February 2009 - June 2009
Skills
Accounting, Accounts Payable, Accounts Receivable, Auditing, Budgets, Customer Service, Financial Statements, General Ledger, Invoicing, Leadership, Management, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Variance Analysis
Education
Georgia Southern University 2010 — 2011
MBA, Business Administration
University of the Virgin Islands 2007 — 2009
Bachelor of Arts, Accounting
TMX Finance August 2012 - Present
Payless ShoeSource March 2012 - December 2012
Georgia Southern University May 2010 - December 2011
Pannell Kerr Forster June 2006 - December 2010
TitleMax February 2010 - May 2010
Gap Inc./Gap November 2009 - May 2010
Banco Popular de Puerto Rico February 2009 - June 2009
Skills
Accounting, Accounts Payable, Accounts Receivable, Auditing, Budgets, Customer Service, Financial Statements, General Ledger, Invoicing, Leadership, Management, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Variance Analysis
Education
Georgia Southern University 2010 — 2011
MBA, Business Administration
University of the Virgin Islands 2007 — 2009
Bachelor of Arts, Accounting
William (Bill) Sipple, CHA William (Bill) Sipple, CHA's Pannell Kerr Forster Experience 1983 - 1987
Job Executive Managing Director at HVS Capital Corporation
Industry Hospitality
Experience
HVS Capital Corporation 2011 - Present
Index Consulting Group, LLC 2008 - 2011
Carlson Hotels Worldwide March 2003 - November 2008
HVS Capital Corp 2001 - 2002
Starwood Hotels & Resorts 1995 - 2001
Hospitality Management Corporation 1991 - 1993
Ramada Inns, Inc. 1987 - 1991
Pannell Kerr Forster 1983 - 1987
Skills
Hospitality, Hotel Management, Hotels, Negotiation, Mixed-use, Risk Management, Human Resources, Team Leadership, Pricing Strategy, Real Estate Private..., Resorts, Sales Process, Disposition, Contract Negotiation, Budgets, Customer Satisfaction, Pre-opening, Due Diligence, Valuation, Leadership, Strategy, Hospitality Management, Real Estate Development, Yield Management, Revenue Analysis, Hospitality Industry, Restaurants, Marketing, Forecasting, Real Estate Transactions, Project Planning, Asset Management, Real Estate Economics, Sales, Mergers & Acquisitions, Start-ups, Management, CRM, Luxury, Real Estate, Strategic Planning, Property Management, Financial Modeling, Finance, Location Intelligence, Investment Properties, Investments, Commercial Real Estate, Financial Analysis, Real Estate Financing
Education
Cornell University 1975 — 1979
Bachelor of Science, Hotel Administration
HVS Capital Corporation 2011 - Present
Index Consulting Group, LLC 2008 - 2011
Carlson Hotels Worldwide March 2003 - November 2008
HVS Capital Corp 2001 - 2002
Starwood Hotels & Resorts 1995 - 2001
Hospitality Management Corporation 1991 - 1993
Ramada Inns, Inc. 1987 - 1991
Pannell Kerr Forster 1983 - 1987
Skills
Hospitality, Hotel Management, Hotels, Negotiation, Mixed-use, Risk Management, Human Resources, Team Leadership, Pricing Strategy, Real Estate Private..., Resorts, Sales Process, Disposition, Contract Negotiation, Budgets, Customer Satisfaction, Pre-opening, Due Diligence, Valuation, Leadership, Strategy, Hospitality Management, Real Estate Development, Yield Management, Revenue Analysis, Hospitality Industry, Restaurants, Marketing, Forecasting, Real Estate Transactions, Project Planning, Asset Management, Real Estate Economics, Sales, Mergers & Acquisitions, Start-ups, Management, CRM, Luxury, Real Estate, Strategic Planning, Property Management, Financial Modeling, Finance, Location Intelligence, Investment Properties, Investments, Commercial Real Estate, Financial Analysis, Real Estate Financing
Education
Cornell University 1975 — 1979
Bachelor of Science, Hotel Administration
Stan Majkrzak, CPA, CFP®, AIF® Stan Majkrzak, CPA, CFP®, AIF®'s Pannell Kerr Forster Experience 1985 - 1990
Job Wealth Management and Tax Professional
Industry Accounting
Experience
HW Financial Advisors 1999 - Present
HW&Co. CPAs & Advisors 1990 - Present
Pannell Kerr Forster 1985 - 1990
Epstein, Howard Turner and Wershbale 1978 - 1985
Internal Revenue Service 1975 - 1978
Skills
Tax, S Corporations, Estate Planning
Education
The University of Akron 1973 — 1977
St. Edward High School 1970 — 1973
HW Financial Advisors 1999 - Present
HW&Co. CPAs & Advisors 1990 - Present
Pannell Kerr Forster 1985 - 1990
Epstein, Howard Turner and Wershbale 1978 - 1985
Internal Revenue Service 1975 - 1978
Skills
Tax, S Corporations, Estate Planning
Education
The University of Akron 1973 — 1977
St. Edward High School 1970 — 1973
Rene Whitesell Rene Whitesell's Pannell Kerr Forster Experience June 1984 - May 1990
Job Director of Administration at Gateway University Research Park
Industry Research
Experience
Gateway University Research Park February 2008 - Present
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP January 2002 - February 2008
Lloyd & Company September 1997 - December 2001
Hotel & Club Associates, Inc. July 1992 - September 1997
Coopers & Lybrand June 1990 - June 1992
Pannell Kerr Forster June 1984 - May 1990
Pilot Life Insurance Company 1980 - 1984
Skills
Non-profits, Marketing, Entrepreneurship, Nonprofits, Human Resources, Analysis, Strategic Planning, Office Management, Research, Economic Development, Public Speaking, Accounting, Program Management, Payroll, Fundraising, Community Outreach, Public Relations, Small Business, Higher Education, Event Planning, Grant Writing
Education
High Point University 1988 — 1992
B.S., Business Administration and Management
Trinity Senior High School, Trinity, NC 1977 — 1981
High School
Gateway University Research Park February 2008 - Present
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP January 2002 - February 2008
Lloyd & Company September 1997 - December 2001
Hotel & Club Associates, Inc. July 1992 - September 1997
Coopers & Lybrand June 1990 - June 1992
Pannell Kerr Forster June 1984 - May 1990
Pilot Life Insurance Company 1980 - 1984
Skills
Non-profits, Marketing, Entrepreneurship, Nonprofits, Human Resources, Analysis, Strategic Planning, Office Management, Research, Economic Development, Public Speaking, Accounting, Program Management, Payroll, Fundraising, Community Outreach, Public Relations, Small Business, Higher Education, Event Planning, Grant Writing
Education
High Point University 1988 — 1992
B.S., Business Administration and Management
Trinity Senior High School, Trinity, NC 1977 — 1981
High School
Pat Donohue, CPA Pat Donohue, CPA's Pannell Kerr Forster Experience 1984 - 1987
Job Self Employed CPA
Industry Accounting
Experience
Pat Donohue, CPA 2011 - Present
ASWA-Mesa East Valley Chapter 2011 - Present
East Valley Adult Resources 2011 - Present
Freedom Arizona Information, Inc. 2008 - 2010
Freedom Arizona Information, Inc. 1997 - 2008
Freedom Arizona Information, Inc. 1990 - 1997
Freedom Arizona Information, Inc. 1987 - 1990
Pannell Kerr Forster 1984 - 1987
Skills
Leadership, Forecasting, Budgets, Financial Analysis, Management, Training, Strategy, Restructuring, Financial Reporting, Analysis
Education
University of Dayton 1979 — 1981
Bachelor of Science, Accounting
Pat Donohue, CPA 2011 - Present
ASWA-Mesa East Valley Chapter 2011 - Present
East Valley Adult Resources 2011 - Present
Freedom Arizona Information, Inc. 2008 - 2010
Freedom Arizona Information, Inc. 1997 - 2008
Freedom Arizona Information, Inc. 1990 - 1997
Freedom Arizona Information, Inc. 1987 - 1990
Pannell Kerr Forster 1984 - 1987
Skills
Leadership, Forecasting, Budgets, Financial Analysis, Management, Training, Strategy, Restructuring, Financial Reporting, Analysis
Education
University of Dayton 1979 — 1981
Bachelor of Science, Accounting
Christopher Vanuga Christopher Vanuga's Pannell Kerr Forster Experience 1989 - 1991
Job Principal, Strategic Risk Services, Deloitte Advisory
Industry Management Consulting
Experience
Deloitte 2003 - Present
Cap Gemini Ernst & Young 2000 - 2003
Ernst & Young 1991 - 2000
Pannell Kerr Forster 1989 - 1991
Lourdes Hospital 1987 - 1989
Skills
Strategic Planning, Management Consulting, Process Improvement, Program Management, Strategy, Business Process..., Leadership, Change Management, Healthcare Consulting, Management, Analytics, Strategic Risk
Education
Binghamton University 1985 — 1987
MBA
State University of New York College at Geneseo 1981 — 1985
BS, Management Science & Computers
Deloitte 2003 - Present
Cap Gemini Ernst & Young 2000 - 2003
Ernst & Young 1991 - 2000
Pannell Kerr Forster 1989 - 1991
Lourdes Hospital 1987 - 1989
Skills
Strategic Planning, Management Consulting, Process Improvement, Program Management, Strategy, Business Process..., Leadership, Change Management, Healthcare Consulting, Management, Analytics, Strategic Risk
Education
Binghamton University 1985 — 1987
MBA
State University of New York College at Geneseo 1981 — 1985
BS, Management Science & Computers
betsy macdonald betsy macdonald's Pannell Kerr Forster Experience 1981 - 1992
Job Partner/Owner at HVS
Industry Real Estate
Experience
HVS November 1992 - Present
Pannell Kerr Forster 1981 - 1992
Mariner Hotel Corporation June 1978 - 1981
Skills
Hospitality, Resorts, Hotels, Real Estate, Real Estate Development, Appraisals, Tourism, Hospitality Industry, Disposition, Hospitality Management, Real Estate Transactions, Valuation, Hotel Management, Luxury, Food & Beverage, Investment Properties, Negotiation, Commercial Real Estate, Market Analysis, Feasibility Studies, Real Estate Economics, Property Management, Asset Management, Due Diligence, Location Intelligence, Contract Negotiation, Pre-opening, Restaurants, Franchising, Hospitality Consulting, Revenue Forecasting, Mixed-use, Real Estate Financing, Brokerage, Leisure, Investments, Yield Management, Leases, Revenue Analysis, Front Office, Catering, Real Estate Private..., Casino, Property Management..., Hotel Asset Management
Education
Cornell University 1974 — 1978
BS
HVS November 1992 - Present
Pannell Kerr Forster 1981 - 1992
Mariner Hotel Corporation June 1978 - 1981
Skills
Hospitality, Resorts, Hotels, Real Estate, Real Estate Development, Appraisals, Tourism, Hospitality Industry, Disposition, Hospitality Management, Real Estate Transactions, Valuation, Hotel Management, Luxury, Food & Beverage, Investment Properties, Negotiation, Commercial Real Estate, Market Analysis, Feasibility Studies, Real Estate Economics, Property Management, Asset Management, Due Diligence, Location Intelligence, Contract Negotiation, Pre-opening, Restaurants, Franchising, Hospitality Consulting, Revenue Forecasting, Mixed-use, Real Estate Financing, Brokerage, Leisure, Investments, Yield Management, Leases, Revenue Analysis, Front Office, Catering, Real Estate Private..., Casino, Property Management..., Hotel Asset Management
Education
Cornell University 1974 — 1978
BS
Dana Fried Dana Fried's Pannell Kerr Forster Experience 1982 - 1986
Job Managing Partner Delphic Consulting Group
Industry Apparel & Fashion
Experience
Delphic Consulting Group March 2005 - Present
Taryn Rose International January 2003 - February 2005
Accudata Tax and Financial Management 1990 - 2003
Hotel Systems International 1986 - 1990
Pannell Kerr Forster 1982 - 1986
Skills
Fashion, Financial Reporting, Marketing, Marketing Strategy, Operations Management, Retail, Sales, Apparel, Brand Development, Business Process, Cash Flow, Customer Service, Inventory Management, Logistics, Management, Managerial Finance, Merchandising, Sales Management, Small Business, Social Media Marketing, Sportswear, Start-ups, Supply Chain, Tax, Time Management, Trend Analysis, Strategic Planning
Education
California State University-Northridge 1979 — 1982
BS, Accounting
Delphic Consulting Group March 2005 - Present
Taryn Rose International January 2003 - February 2005
Accudata Tax and Financial Management 1990 - 2003
Hotel Systems International 1986 - 1990
Pannell Kerr Forster 1982 - 1986
Skills
Fashion, Financial Reporting, Marketing, Marketing Strategy, Operations Management, Retail, Sales, Apparel, Brand Development, Business Process, Cash Flow, Customer Service, Inventory Management, Logistics, Management, Managerial Finance, Merchandising, Sales Management, Small Business, Social Media Marketing, Sportswear, Start-ups, Supply Chain, Tax, Time Management, Trend Analysis, Strategic Planning
Education
California State University-Northridge 1979 — 1982
BS, Accounting
R. Bruce Hall R. Bruce Hall's Pannell Kerr Forster Experience October 1987 - December 1991
Job Managing Member at R. Bruce Hall & Associates, Certified Public Accountants
Industry Accounting
Experience
R. Bruce Hall & Associates, Certified Public Accountants October 2011 - Present
Watkins Meegan LLC January 1992 - October 2011
Pannell Kerr Forster October 1987 - December 1991
National Automobile Dealers Association May 1985 - October 1987
Skills
Income Tax, Tax Law, Corporate Tax, Tax, Governance, Pensions, Accounting, Tax Compliance, Mergers & Acquisitions, Tax Returns, Compliance, Tax Preparation, GAAP, Corporate Finance, CPA, Tax Research, Partnership Taxation, Tax Accounting
Education
American University - Kogod School of Business 1985 — 1987
Masters
George Mason University 1982 — 1985
BS
R. Bruce Hall & Associates, Certified Public Accountants October 2011 - Present
Watkins Meegan LLC January 1992 - October 2011
Pannell Kerr Forster October 1987 - December 1991
National Automobile Dealers Association May 1985 - October 1987
Skills
Income Tax, Tax Law, Corporate Tax, Tax, Governance, Pensions, Accounting, Tax Compliance, Mergers & Acquisitions, Tax Returns, Compliance, Tax Preparation, GAAP, Corporate Finance, CPA, Tax Research, Partnership Taxation, Tax Accounting
Education
American University - Kogod School of Business 1985 — 1987
Masters
George Mason University 1982 — 1985
BS
Ronald Watanabe Ronald Watanabe's Pannell Kerr Forster Experience 1984 - 1988
Job President at Ron Watanabe & Associates, Inc.
Industry Hospitality
Experience
Ron Watanabe & Associates, Inc. March 1995 - Present
Chaney Brooks & Co. 2003 - 2007
Hotel Partners 1995 - 1999
Pannell Kerr Forster 1984 - 1988
Amfac Inc. 1975 - 1980
Laventhol & Horwath 1969 - 1975
Skills
Asset Management, Expert Witness, Litigation Support, Resorts, Hotels, Market Research, Real Property Tax..., Hospitality, Due Diligence, Real Estate, Hospitality Industry, Hotel Management, Sellers, Asset Managment, Hospitality Management, Real Estate Development, Restaurants, Management, Disposition, Contract Negotiation, Leadership, Business Planning, Location Intelligence, Management Consulting, Luxury, Market Analysis, Real Estate Economics, Revenue Analysis, Yield Management
Education
Cornell University 1967 — 1969
Bachelor of Science, Hotel Administration
University of Hawaii at Manoa 1958 — 1963
B.Ed., Secondary Education
Ron Watanabe & Associates, Inc. March 1995 - Present
Chaney Brooks & Co. 2003 - 2007
Hotel Partners 1995 - 1999
Pannell Kerr Forster 1984 - 1988
Amfac Inc. 1975 - 1980
Laventhol & Horwath 1969 - 1975
Skills
Asset Management, Expert Witness, Litigation Support, Resorts, Hotels, Market Research, Real Property Tax..., Hospitality, Due Diligence, Real Estate, Hospitality Industry, Hotel Management, Sellers, Asset Managment, Hospitality Management, Real Estate Development, Restaurants, Management, Disposition, Contract Negotiation, Leadership, Business Planning, Location Intelligence, Management Consulting, Luxury, Market Analysis, Real Estate Economics, Revenue Analysis, Yield Management
Education
Cornell University 1967 — 1969
Bachelor of Science, Hotel Administration
University of Hawaii at Manoa 1958 — 1963
B.Ed., Secondary Education
Scott Brush, ISHC Scott Brush, ISHC's Pannell Kerr Forster Experience April 1978 - December 1992
Job President at Brush & Company
Industry Hospitality
Experience
Brush & Company January 1993 - Present
Steckroth Hospitality Group, Inc. September 2014 - Present
Florida International University January 2004 - Present
Nova-Southeastern University January 1989 - January 1995
PKF Consulting 1992 - 1993
Pannell Kerr Forster April 1978 - December 1992
Harris Kerr Forster 1978 - 1982
Skills
Hospitality, Hotels, Resorts, Hospitality Industry, Feasibility Studies, Consulting, Revenue Analysis, Real Estate Development, Hospitality Management, Restaurants, Due Diligence, Valuation, Market Analysis, Food & Beverage, Hotel Management, Management Consulting, Real Estate, Income Statement, Front Office, Management, Tourism, Location Intelligence, Budgets, Property Management, Yield Management, Pre-opening, Asset Management, Leadership, Contract Negotiation, P&L, Analytic Problem Solving
Education
Durham University Business School 1974 — 1975
M.Sc.
Cornell University 1966 — 1970
Bachelor’s Degree
Brush & Company January 1993 - Present
Steckroth Hospitality Group, Inc. September 2014 - Present
Florida International University January 2004 - Present
Nova-Southeastern University January 1989 - January 1995
PKF Consulting 1992 - 1993
Pannell Kerr Forster April 1978 - December 1992
Harris Kerr Forster 1978 - 1982
Skills
Hospitality, Hotels, Resorts, Hospitality Industry, Feasibility Studies, Consulting, Revenue Analysis, Real Estate Development, Hospitality Management, Restaurants, Due Diligence, Valuation, Market Analysis, Food & Beverage, Hotel Management, Management Consulting, Real Estate, Income Statement, Front Office, Management, Tourism, Location Intelligence, Budgets, Property Management, Yield Management, Pre-opening, Asset Management, Leadership, Contract Negotiation, P&L, Analytic Problem Solving
Education
Durham University Business School 1974 — 1975
M.Sc.
Cornell University 1966 — 1970
Bachelor’s Degree
Paula Purdy, CPA Paula Purdy, CPA's Pannell Kerr Forster Experience November 1996 - May 1999
Job Director of Finance & Accounting at Protestant Episcopal Cathedral Foundation
Industry Nonprofit Organization Management
Experience
Protestant Episcopal Cathedral Foundation April 2013 - Present
Congressional Country Club November 2000 - April 2013
The Mills Corporation May 2000 - November 2000
Pannell Kerr Forster November 1996 - May 1999
Skills
Certified Public..., Non-profit Accounting, Hospitality Industry..., Private Foundations, Form 990 Tax Filings, Finance Experience..., Year End Planning and..., Month End General..., Wrote Policies &..., Experienced Writing..., Supervisory experience, Microsoft Office, Jonas Software, Variance Analysis, CPA, Supervisory Experience, Auditing, Accounting, Internal Controls, Finance, Managerial Finance
Education
San Diego State University 1993 — 1995
Bachelor of Science, Accounting
Northern Virginia Community College
Associate's degree, General Studies
Protestant Episcopal Cathedral Foundation April 2013 - Present
Congressional Country Club November 2000 - April 2013
The Mills Corporation May 2000 - November 2000
Pannell Kerr Forster November 1996 - May 1999
Skills
Certified Public..., Non-profit Accounting, Hospitality Industry..., Private Foundations, Form 990 Tax Filings, Finance Experience..., Year End Planning and..., Month End General..., Wrote Policies &..., Experienced Writing..., Supervisory experience, Microsoft Office, Jonas Software, Variance Analysis, CPA, Supervisory Experience, Auditing, Accounting, Internal Controls, Finance, Managerial Finance
Education
San Diego State University 1993 — 1995
Bachelor of Science, Accounting
Northern Virginia Community College
Associate's degree, General Studies
Pat LaSalle's Pannell Kerr Forster Experience 2005 - 2006
Job Talent Acquisition Specialist / HR Professional
Industry Human Resources
Experience
C&J Energy Services, Inc. November 2014 - Present
Noble Drilling February 2014 - October 2014
LyondellBasell Industries January 2013 - December 2013
Jacobs Engineering July 2011 - January 2013
CG & Company February 2009 - March 2011
Air Liquide USA, LLC 2008 - 2009
KBR Energy & Chemicals 2007 - 2008
Jones & Carter, Inc. 2006 - 2007
Pannell Kerr Forster 2005 - 2006
Oxy June 2001 - March 2005
Skills
Human Resources, Petrochemical, Energy, Energy Industry, Procurement, Career Counseling, Staffing Services, Sales Process
Education
University of Houston
Business Administration
C&J Energy Services, Inc. November 2014 - Present
Noble Drilling February 2014 - October 2014
LyondellBasell Industries January 2013 - December 2013
Jacobs Engineering July 2011 - January 2013
CG & Company February 2009 - March 2011
Air Liquide USA, LLC 2008 - 2009
KBR Energy & Chemicals 2007 - 2008
Jones & Carter, Inc. 2006 - 2007
Pannell Kerr Forster 2005 - 2006
Oxy June 2001 - March 2005
Skills
Human Resources, Petrochemical, Energy, Energy Industry, Procurement, Career Counseling, Staffing Services, Sales Process
Education
University of Houston
Business Administration
Pasquale Acciarino Pasquale Acciarino's Pannell Kerr Forster Experience February 1985 - August 1987
Job Owner of Bronxville Fitness Club LLC
Industry Hospital & Health Care
Experience
Bronxville Fitness Club LLC July 2008 - Present
The Max Group LLC August 1995 - Present
Acciarino & Acciarino LLP, Certified Public Accountants August 1995 - Present
Deloitte & Touche LLP August 1987 - July 1995
Pannell Kerr Forster February 1985 - August 1987
Empire Blue Cross September 1982 - February 1985
Education
Fordham University 1978 — 1982
BS, Accounting & Marketing
Bronxville Fitness Club LLC July 2008 - Present
The Max Group LLC August 1995 - Present
Acciarino & Acciarino LLP, Certified Public Accountants August 1995 - Present
Deloitte & Touche LLP August 1987 - July 1995
Pannell Kerr Forster February 1985 - August 1987
Empire Blue Cross September 1982 - February 1985
Education
Fordham University 1978 — 1982
BS, Accounting & Marketing
Larry Schachter's Pannell Kerr Forster Experience 1983 - 1986
Job Vice President, Information Technology at CompassRock Real Estate
Industry Real Estate
Experience
CompassRock Real Estate LLC, a Fortress Investment Group Company 2013 - Present
Acadia Realty Trust 2004 - 2013
RealFoundations 2004 - 2004
Tishman Speyer 1999 - 2004
Northstar Presidio Management Co. 1997 - 1999
Greenthal Realty Partners (Formerly Greenthal Harlan) 1992 - 1997
Sage Realty Corporation 1991 - 1992
Intergrated Resources 1987 - 1991
Pannell Kerr Forster 1983 - 1986
Skills
Real Estate, IT Management, IT Strategy, Information Technology, Leadership, Financial Reporting, Disaster Recovery, Project Management, Business Process..., Real Estate Development, Vendor Management, Business Continuity, Due Diligence, Contract Negotiation, SharePoint, Team Building, Process Improvement, Property Management, Business Intelligence, Asset Managment, Commercial Real Estate, Leases, Finance, Management, Portfolio Management, Acquisitions, Asset Management
Education
Miami University
BS, Accounting
CompassRock Real Estate LLC, a Fortress Investment Group Company 2013 - Present
Acadia Realty Trust 2004 - 2013
RealFoundations 2004 - 2004
Tishman Speyer 1999 - 2004
Northstar Presidio Management Co. 1997 - 1999
Greenthal Realty Partners (Formerly Greenthal Harlan) 1992 - 1997
Sage Realty Corporation 1991 - 1992
Intergrated Resources 1987 - 1991
Pannell Kerr Forster 1983 - 1986
Skills
Real Estate, IT Management, IT Strategy, Information Technology, Leadership, Financial Reporting, Disaster Recovery, Project Management, Business Process..., Real Estate Development, Vendor Management, Business Continuity, Due Diligence, Contract Negotiation, SharePoint, Team Building, Process Improvement, Property Management, Business Intelligence, Asset Managment, Commercial Real Estate, Leases, Finance, Management, Portfolio Management, Acquisitions, Asset Management
Education
Miami University
BS, Accounting
Mohan Raj Mohan Raj's Pannell Kerr Forster Experience December 1983 - February 1985
Job
Industry Retail
Experience
The Home Depot November 2003 - Present
The Coca-Cola Company 1998 - 2002
Pacific Gas & Electric Co 1985 - 1998
Pannell Kerr Forster December 1983 - February 1985
Skills
Business Process..., Project Management, Business Process, SAP, Supply Chain, Process Improvement, Strategy, Business Analysis, SDLC, Vendor Management, Management, SAP ERP, Business Intelligence, Six Sigma, SAP Implementation, Leadership, Retail, Cross-functional Team...
Education
California State University-East Bay 1992 — 1995
MBA
The Home Depot November 2003 - Present
The Coca-Cola Company 1998 - 2002
Pacific Gas & Electric Co 1985 - 1998
Pannell Kerr Forster December 1983 - February 1985
Skills
Business Process..., Project Management, Business Process, SAP, Supply Chain, Process Improvement, Strategy, Business Analysis, SDLC, Vendor Management, Management, SAP ERP, Business Intelligence, Six Sigma, SAP Implementation, Leadership, Retail, Cross-functional Team...
Education
California State University-East Bay 1992 — 1995
MBA
Eric Sockol Eric Sockol's Pannell Kerr Forster Experience June 1986 - June 1990
Job Senior Financial Executive
Industry Internet
Experience
aPriori Technologies Inc. September 2012 - Present
Gemvara July 2010 - June 2011
TechTarget ( NASDAQ: TTGT ) August 1999 - June 2010
ObTech December 1996 - August 1999
OneWave, Inc. ( NASDAQ: OWAV ) October 1995 - December 1996
Corporate Software Inc. ( NASDAQ: CSFT ) June 1990 - October 1995
Pannell Kerr Forster June 1986 - June 1990
Price Waterhouse September 1983 - August 1984
Skills
Start-ups, Mergers & Acquisitions, Financial Reporting, Investor Relations, Mergers, Strategy, Expense Management, Due Diligence, M&A experience, Analysis, SEC filings, Finance, Leadership, Forecasting, Management, Revenue Recognition, Corporate Development, Sarbanes-Oxley, Divestitures, Internal Controls, Restructuring, Strategic Financial..., IPO, Contract Negotiation, Business Strategy, Negotiation, Sarbanes-Oxley Act, Acquisition Integration, GAAP, Managerial Finance, Corporate Finance, Business Valuation, Private Equity, Budgets, Entrepreneurship, Strategic Planning, Risk Management, Executive Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Venture Capital, Auditing, Corporate Governance, E-commerce, US GAAP, Public Companies, Treasury, CPA, SEC Filings
Education
Isenberg School of Management, UMass Amherst 1980 — 1983
Bachelors of Business Administration, Accounting
aPriori Technologies Inc. September 2012 - Present
Gemvara July 2010 - June 2011
TechTarget ( NASDAQ: TTGT ) August 1999 - June 2010
ObTech December 1996 - August 1999
OneWave, Inc. ( NASDAQ: OWAV ) October 1995 - December 1996
Corporate Software Inc. ( NASDAQ: CSFT ) June 1990 - October 1995
Pannell Kerr Forster June 1986 - June 1990
Price Waterhouse September 1983 - August 1984
Skills
Start-ups, Mergers & Acquisitions, Financial Reporting, Investor Relations, Mergers, Strategy, Expense Management, Due Diligence, M&A experience, Analysis, SEC filings, Finance, Leadership, Forecasting, Management, Revenue Recognition, Corporate Development, Sarbanes-Oxley, Divestitures, Internal Controls, Restructuring, Strategic Financial..., IPO, Contract Negotiation, Business Strategy, Negotiation, Sarbanes-Oxley Act, Acquisition Integration, GAAP, Managerial Finance, Corporate Finance, Business Valuation, Private Equity, Budgets, Entrepreneurship, Strategic Planning, Risk Management, Executive Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Venture Capital, Auditing, Corporate Governance, E-commerce, US GAAP, Public Companies, Treasury, CPA, SEC Filings
Education
Isenberg School of Management, UMass Amherst 1980 — 1983
Bachelors of Business Administration, Accounting
Chris Lutes Chris Lutes's Pannell Kerr Forster Experience February 1992 - June 1994
Job Shareholder at BeachFleischman PC
Industry Accounting
Experience
BeachFleischman PC February 2012 - Present
McGladrey & Pullen LLP June 1994 - January 2012
RSM McGladrey June 1994 - January 2012
Pannell Kerr Forster February 1992 - June 1994
Skills
CPA, Accounting, SEC filings, Auditing, Financial Reporting, GAAP, Internal Controls, Healthcare, Risk Assessment, Non-profits, Financial Accounting
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS), Accounting
Marcos de Niza High School
BeachFleischman PC February 2012 - Present
McGladrey & Pullen LLP June 1994 - January 2012
RSM McGladrey June 1994 - January 2012
Pannell Kerr Forster February 1992 - June 1994
Skills
CPA, Accounting, SEC filings, Auditing, Financial Reporting, GAAP, Internal Controls, Healthcare, Risk Assessment, Non-profits, Financial Accounting
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS), Accounting
Marcos de Niza High School
Wojciech Hojdysz Wojciech Hojdysz's Pannell Kerr Forster Experience January 2008 - November 2009
Job SQL Developer at Connolly, LLC
Industry Computer Software
Experience
Cotiviti October 2013 - Present
Argus Information and Advisory Services July 2013 - October 2013
Argus Information and Advisory Services February 2010 - July 2013
Pace University September 2009 - April 2010
Community Resource Exchange January 2009 - November 2009
Pannell Kerr Forster January 2008 - November 2009
Skills
Microsoft SQL Server, Data Warehousing, ETL, Data Mining, Data Analysis, Business Analysis, Performance Tuning, Scripting, Data Management, Financial Analysis, Process Automation, SSIS
Education
Pace University 2009 — 2011
Master's, Internet Technology
Pace University-Pleasantville/Briarcliff Campus 2005 — 2009
Bachelor of Science, Information Systems
Cotiviti October 2013 - Present
Argus Information and Advisory Services July 2013 - October 2013
Argus Information and Advisory Services February 2010 - July 2013
Pace University September 2009 - April 2010
Community Resource Exchange January 2009 - November 2009
Pannell Kerr Forster January 2008 - November 2009
Skills
Microsoft SQL Server, Data Warehousing, ETL, Data Mining, Data Analysis, Business Analysis, Performance Tuning, Scripting, Data Management, Financial Analysis, Process Automation, SSIS
Education
Pace University 2009 — 2011
Master's, Internet Technology
Pace University-Pleasantville/Briarcliff Campus 2005 — 2009
Bachelor of Science, Information Systems
William (Bill) Austill William (Bill) Austill's Pannell Kerr Forster Experience May 1983 - August 1984
Job Founding Member at Austill Lewis Pipkin & Maddox, PC
Industry Law Practice
Experience
Austill Lewis Pipkin & Maddox, PC January 1995 - Present
Austill Lewis & Pipkin, P.C. January 1995 - Present
Clark & Scott, PC May 1987 - December 1994
Pannell Kerr Forster May 1983 - August 1984
Skills
Civil Litigation, Litigation, Wrongful Death, Workers Compensation, Wrongful Termination, Personal Injury, Product Liability, Commercial Litigation, Appeals, Public Liability, Torts, Trial Practice, Personal Injury..., Mediation, Automobile Accidents, Trials, Employment Law, Class Actions, Legal Research, Insurance, Arbitration, Corporate Law, Medical Malpractice, Business Litigation, Courts, Defense
Education
Samford University, Cumberland School of Law 1984 — 1987
JF, Law
University of Alabama 1979 — 1983
BS, Accounting
Austill Lewis Pipkin & Maddox, PC January 1995 - Present
Austill Lewis & Pipkin, P.C. January 1995 - Present
Clark & Scott, PC May 1987 - December 1994
Pannell Kerr Forster May 1983 - August 1984
Skills
Civil Litigation, Litigation, Wrongful Death, Workers Compensation, Wrongful Termination, Personal Injury, Product Liability, Commercial Litigation, Appeals, Public Liability, Torts, Trial Practice, Personal Injury..., Mediation, Automobile Accidents, Trials, Employment Law, Class Actions, Legal Research, Insurance, Arbitration, Corporate Law, Medical Malpractice, Business Litigation, Courts, Defense
Education
Samford University, Cumberland School of Law 1984 — 1987
JF, Law
University of Alabama 1979 — 1983
BS, Accounting
Kathryn Savage Kathryn Savage's Pannell Kerr Forster Experience 1980 - 1982
Job Accounting Professor and Graduate Coordinator at Northern Arizona University
Industry Accounting
Experience
W.A. Franke College of Business, Northern Arizona University January 1991 - Present
Northern Arizona University January 1999 - June 2006
School of Hotel, Restaurant and Institutional Management, The Pennsylvania State University August 1985 - December 1990
University of Idaho August 1982 - May 1985
Pannell Kerr Forster 1980 - 1982
Skills
Accounting, Research, Higher Education, Data Analysis, Teaching, Financial Reporting, Public Speaking, Financial Analysis, Internal Controls, Auditing, Nonprofits, Microsoft Excel, Microsoft Word, PowerPoint
Education
Penn State University 1985 — 1990
PhD, Accounting
Washington State University - College of Business and Economics 1978 — 1980
MBA, Accounting
Idaho State University 1973 — 1978
BS, Accounting
W.A. Franke College of Business, Northern Arizona University January 1991 - Present
Northern Arizona University January 1999 - June 2006
School of Hotel, Restaurant and Institutional Management, The Pennsylvania State University August 1985 - December 1990
University of Idaho August 1982 - May 1985
Pannell Kerr Forster 1980 - 1982
Skills
Accounting, Research, Higher Education, Data Analysis, Teaching, Financial Reporting, Public Speaking, Financial Analysis, Internal Controls, Auditing, Nonprofits, Microsoft Excel, Microsoft Word, PowerPoint
Education
Penn State University 1985 — 1990
PhD, Accounting
Washington State University - College of Business and Economics 1978 — 1980
MBA, Accounting
Idaho State University 1973 — 1978
BS, Accounting
Thomas Prins Thomas Prins's Pannell Kerr Forster Experience 1983 - 1986
Job Principal at Gemstone Hotels & Resorts
Industry Hospitality
Experience
Gemstone Hotels & Resorts 1994 - Present
Hospitality Investment Counselors 1988 - 1993
Kenneth Leventhal & Co (now E&Y) 1986 - 1990
Kenneth Leventhal & Co 1986 - 1988
Pannell Kerr Forster 1983 - 1986
Skills
Resorts, Hotels, Hospitality Management, Hospitality, Pre-opening, Tourism, Hospitality Industry, Front Office, Luxury, Budgets, Leisure, Public Relations, Yield Management, Revenue Analysis, Hotel Management, Business Planning, Food & Beverage, Restaurants, Forecasting, Management, Marketing, Strategic Planning, Sales, Catering, Contract Negotiation, Meeting Planning, Event Management, Marketing Strategy, Location Intelligence, Market Planning, Online Marketing, Social Media Marketing, Customer Satisfaction, Market Analysis, Team Building, Real Estate Economics, Disposition, P&L, Brokerage, Franchising, Real Estate Development, Real Estate Financing, Acquisitions, Hotel Design, Investment Properties, Real Estate Private..., Hotel Asset Management, Feasibility Studies
Education
Cornell University 1979 — 1983
Gemstone Hotels & Resorts 1994 - Present
Hospitality Investment Counselors 1988 - 1993
Kenneth Leventhal & Co (now E&Y) 1986 - 1990
Kenneth Leventhal & Co 1986 - 1988
Pannell Kerr Forster 1983 - 1986
Skills
Resorts, Hotels, Hospitality Management, Hospitality, Pre-opening, Tourism, Hospitality Industry, Front Office, Luxury, Budgets, Leisure, Public Relations, Yield Management, Revenue Analysis, Hotel Management, Business Planning, Food & Beverage, Restaurants, Forecasting, Management, Marketing, Strategic Planning, Sales, Catering, Contract Negotiation, Meeting Planning, Event Management, Marketing Strategy, Location Intelligence, Market Planning, Online Marketing, Social Media Marketing, Customer Satisfaction, Market Analysis, Team Building, Real Estate Economics, Disposition, P&L, Brokerage, Franchising, Real Estate Development, Real Estate Financing, Acquisitions, Hotel Design, Investment Properties, Real Estate Private..., Hotel Asset Management, Feasibility Studies
Education
Cornell University 1979 — 1983
Gordon Thompson Gordon Thompson's Pannell Kerr Forster Experience January 1976 - January 1985
Job Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC November 1997 - Present
Mayer Hoffman McCann P.C. November 1997 - Present
The Thompson Group 1992 - 1997
Thompson McCune 1987 - 1991
N. Gordon Thompson Financial Consultants 1986 - 1987
Pannell Kerr Forster January 1976 - January 1985
Skills
Finance, Estate Planning, Tax, Business Valuation, Negotiation, Valuation, Asset Managment, Restructuring, Mediation, Mergers & Acquisitions, CPA, Income Tax, Succession Planning
Education
University of Mississippi 1971 — 1975
Accounting
CBIZ MHM, LLC November 1997 - Present
Mayer Hoffman McCann P.C. November 1997 - Present
The Thompson Group 1992 - 1997
Thompson McCune 1987 - 1991
N. Gordon Thompson Financial Consultants 1986 - 1987
Pannell Kerr Forster January 1976 - January 1985
Skills
Finance, Estate Planning, Tax, Business Valuation, Negotiation, Valuation, Asset Managment, Restructuring, Mediation, Mergers & Acquisitions, CPA, Income Tax, Succession Planning
Education
University of Mississippi 1971 — 1975
Accounting
John Sonnier's Pannell Kerr Forster Experience 1981 - 1985
Job Senior Vice President at Hodges Ward Elliott
Industry Hospitality
Experience
Hodges Ward Elliott May 1999 - Present
Interstate Hotels & Resorts June 1992 - August 1998
Pannell Kerr Forster 1981 - 1985
Laventhol & Horwath 1980 - 1981
Skills
Resorts, Hotels, Revenue Analysis, Hospitality Industry, Hospitality, Franchising, Food & Beverage, Hotel Management, Pre-opening, Yield Management, Hospitality Management, Brokerage, Contract Negotiation, Real Estate Due..., Feasibility Studies, Restaurants, Budgets, Real Estate Development, Management
Education
University of Houston 1977 — 1980
B.S., Hotel Management
Hodges Ward Elliott May 1999 - Present
Interstate Hotels & Resorts June 1992 - August 1998
Pannell Kerr Forster 1981 - 1985
Laventhol & Horwath 1980 - 1981
Skills
Resorts, Hotels, Revenue Analysis, Hospitality Industry, Hospitality, Franchising, Food & Beverage, Hotel Management, Pre-opening, Yield Management, Hospitality Management, Brokerage, Contract Negotiation, Real Estate Due..., Feasibility Studies, Restaurants, Budgets, Real Estate Development, Management
Education
University of Houston 1977 — 1980
B.S., Hotel Management
Shari Lee Shari Lee's Pannell Kerr Forster Experience 1983 - 1985
Job Development Consultant and Program Manager
Industry Construction
Experience
Shari Lee October 2014 - Present
Miami-Dade County Public Schools April 1991 - October 2014
MicroAge 1987 - 1990
Grant Thornton LLP 1985 - 1986
Pannell Kerr Forster 1983 - 1985
Peat Marwick 1982 - 1983
Fithian's School of Dancing and Drama 1968 - 1978
Skills
CPA, Cpr Certified, Red Cross Instructor, Girl Scout Leader, Girl Scout Trainer, Construction Management
Education
Florida International University - College of Business Administration 1998 — 1999
Master's degree, Accountancy, Information Systems
Salem International University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting andManagement
Miami Beach Senior High School 1969 — 1972
Ida M Fisher Junior High School 1966 — 1969
North Beach Elementary 1958 — 1966
Shari Lee October 2014 - Present
Miami-Dade County Public Schools April 1991 - October 2014
MicroAge 1987 - 1990
Grant Thornton LLP 1985 - 1986
Pannell Kerr Forster 1983 - 1985
Peat Marwick 1982 - 1983
Fithian's School of Dancing and Drama 1968 - 1978
Skills
CPA, Cpr Certified, Red Cross Instructor, Girl Scout Leader, Girl Scout Trainer, Construction Management
Education
Florida International University - College of Business Administration 1998 — 1999
Master's degree, Accountancy, Information Systems
Salem International University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting andManagement
Miami Beach Senior High School 1969 — 1972
Ida M Fisher Junior High School 1966 — 1969
North Beach Elementary 1958 — 1966
Marc Rubinstein, CPA, CGMA Marc Rubinstein, CPA, CGMA's Pannell Kerr Forster Experience June 1985 - November 1988
Job CFO at The Free Medical Clinic of Greater Cleveland
Industry Accounting
Experience
The Free Medical Clinic of Greater Cleveland May 2014 - Present
Hattie Larlham November 1991 - December 2013
Multicare Management November 1988 - November 1991
Pannell Kerr Forster June 1985 - November 1988
Epstein, Howard, Turner and Wershbale June 1979 - June 1985
Skills
Forecasting, Budgets, Strategic Planning, Contract Negotiation, Cash Management, Internal Controls, Policy, General Ledger, Sales, Research, CPA, Windows, Microsoft Word, English, Microsoft Office, Customer Service, Inventory Management, Finance, Sales Management, Operating Budgets, Capital Budgeting, Financial Analysis, Financial Reporting, Risk Management, Process Improvement, Mergers & Acquisitions, Account Reconciliation, Banking Relationships, Policy Writing, Cost Reporting, Financial Accounting, Microsoft Dynamics, 403 b, Developmental..., Staff Management, Microsoft Excel, Asset Management, Accounting, Auditing, Revenue Recognition, QuickBooks, Cash Flow Forecasting, Financial Forecasting, Variance Analysis, Consolidation
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Accounting
The Ohio State University
Accounting
The Free Medical Clinic of Greater Cleveland May 2014 - Present
Hattie Larlham November 1991 - December 2013
Multicare Management November 1988 - November 1991
Pannell Kerr Forster June 1985 - November 1988
Epstein, Howard, Turner and Wershbale June 1979 - June 1985
Skills
Forecasting, Budgets, Strategic Planning, Contract Negotiation, Cash Management, Internal Controls, Policy, General Ledger, Sales, Research, CPA, Windows, Microsoft Word, English, Microsoft Office, Customer Service, Inventory Management, Finance, Sales Management, Operating Budgets, Capital Budgeting, Financial Analysis, Financial Reporting, Risk Management, Process Improvement, Mergers & Acquisitions, Account Reconciliation, Banking Relationships, Policy Writing, Cost Reporting, Financial Accounting, Microsoft Dynamics, 403 b, Developmental..., Staff Management, Microsoft Excel, Asset Management, Accounting, Auditing, Revenue Recognition, QuickBooks, Cash Flow Forecasting, Financial Forecasting, Variance Analysis, Consolidation
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Accounting
The Ohio State University
Accounting
Maria Cristina Feria Maria Cristina Feria's Pannell Kerr Forster Experience October 1982 - September 1983
Job Senior Tax Manager at A.V. Arias & Co.
Industry Accounting
Experience
A.V. Arias & Co. January 1984 - Present
Pannell Kerr Forster October 1982 - September 1983
Skills
Income Tax, Estate Planning, Corporate Tax, QuickBooks, Tax
Education
San Diego State University-California State University
BS, Accounting
A.V. Arias & Co. January 1984 - Present
Pannell Kerr Forster October 1982 - September 1983
Skills
Income Tax, Estate Planning, Corporate Tax, QuickBooks, Tax
Education
San Diego State University-California State University
BS, Accounting
Kent Stewart Kent Stewart's Pannell Kerr Forster Experience 1988 - 1992
Job Director, Western Management Consultants
Industry Management Consulting
Experience
Western Management Consultants September 1992 - Present
Pannell Kerr Forster 1988 - 1992
Skills
Strategic Planning, Organizational Design, Change Management, Board Governance, Management Consulting
Education
Queen's University 1975 — 1977
MPl, Masters, Urban and Regional Planning
Queen's University 1971 — 1975
BA (Hons), Economics and Political Science
Western Management Consultants September 1992 - Present
Pannell Kerr Forster 1988 - 1992
Skills
Strategic Planning, Organizational Design, Change Management, Board Governance, Management Consulting
Education
Queen's University 1975 — 1977
MPl, Masters, Urban and Regional Planning
Queen's University 1971 — 1975
BA (Hons), Economics and Political Science
Vinh Tong Vinh Tong's Pannell Kerr Forster Experience February 2007 - May 2007
Job Cost Accountant at Control Solutions Inc
Industry Accounting
Experience
Control Solutions Inc July 2012 - Present
Deloitte Tax LLP February 2009 - July 2012
Deloitte Tax LLP June 2008 - August 2008
Pannell Kerr Forster February 2007 - May 2007
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, Forecasting, Financial Reporting, Tax Accounting, CPA, SEC filings, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business 2003 — 2008
Master's Degree, Accounting
University of Houston, C.T. Bauer College of Business
Master's Degree in Accounting, Accounting
Control Solutions Inc July 2012 - Present
Deloitte Tax LLP February 2009 - July 2012
Deloitte Tax LLP June 2008 - August 2008
Pannell Kerr Forster February 2007 - May 2007
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, Forecasting, Financial Reporting, Tax Accounting, CPA, SEC filings, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business 2003 — 2008
Master's Degree, Accounting
University of Houston, C.T. Bauer College of Business
Master's Degree in Accounting, Accounting
Jim Howell Jim Howell's Pannell Kerr Forster Experience 1975 - 1991
Job CFO at Aerospace Products International
Industry Aviation & Aerospace
Experience
Aerospace Products International and First Aviation Services Inc. October 2007 - Present
Third Party Solutions July 1999 - September 2006
I. Appel Corporation 1997 - 1999
BDO Siedman LLP 1992 - 1996
Pannell Kerr Forster 1975 - 1991
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Forecasting, Internal Controls, Mergers & Acquisitions, GAAP, Due Diligence, SEC filings, Valuation, Finance, US GAAP, Managerial Finance, Cash Management, Cost Accounting, Cash Flow
Education
The University of Memphis
BBA, Accounting
Aerospace Products International and First Aviation Services Inc. October 2007 - Present
Third Party Solutions July 1999 - September 2006
I. Appel Corporation 1997 - 1999
BDO Siedman LLP 1992 - 1996
Pannell Kerr Forster 1975 - 1991
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Forecasting, Internal Controls, Mergers & Acquisitions, GAAP, Due Diligence, SEC filings, Valuation, Finance, US GAAP, Managerial Finance, Cash Management, Cost Accounting, Cash Flow
Education
The University of Memphis
BBA, Accounting
Richard Nekoroski's Pannell Kerr Forster Experience October 1985 - January 1991
Job CFO at Five Mark Properties
Industry Real Estate
Experience
Five Mark Properties LLC January 2015 - Present
bodyco January 2014 - Present
Rowley Country Club January 2013 - Present
Accord Golf Capital LLC September 2012 - Present
Golf Country May 1984 - Present
Capmark Bank September 2002 - June 2012
GE Capital March 2001 - September 2002
Bank of America October 1995 - March 2001
Golf & Recreation Consultants, Inc. January 1991 - October 1995
Pannell Kerr Forster October 1985 - January 1991
Skills
Due Diligence, Underwriting, Golf, Asset Managment, Real Estate Economics, Real Estate, Valuation, Real Estate Financing, Loans, Commercial Mortgages
Education
Norwich University 1980 — 1984
BS, Business Administration
Five Mark Properties LLC January 2015 - Present
bodyco January 2014 - Present
Rowley Country Club January 2013 - Present
Accord Golf Capital LLC September 2012 - Present
Golf Country May 1984 - Present
Capmark Bank September 2002 - June 2012
GE Capital March 2001 - September 2002
Bank of America October 1995 - March 2001
Golf & Recreation Consultants, Inc. January 1991 - October 1995
Pannell Kerr Forster October 1985 - January 1991
Skills
Due Diligence, Underwriting, Golf, Asset Managment, Real Estate Economics, Real Estate, Valuation, Real Estate Financing, Loans, Commercial Mortgages
Education
Norwich University 1980 — 1984
BS, Business Administration
Nancy Doyle's Pannell Kerr Forster Experience 1987 - 1990
Job Realtor at Reece and Nichols
Industry Real Estate
Experience
Reece and Nichols May 2006 - Present
Sony Pictures Entertainment 1990 - 1995
Pannell Kerr Forster 1987 - 1990
Skills
ABR, Residential Real Estate, Buyer Representation, Seller Representation, Investment Properties, Foreclosures, Relocation, Residential Homes, First Time Home Buyers, Referrals, New Home Sales
Education
California State University-Northridge 1980 — 1985
BS, Business Administration
Reece and Nichols May 2006 - Present
Sony Pictures Entertainment 1990 - 1995
Pannell Kerr Forster 1987 - 1990
Skills
ABR, Residential Real Estate, Buyer Representation, Seller Representation, Investment Properties, Foreclosures, Relocation, Residential Homes, First Time Home Buyers, Referrals, New Home Sales
Education
California State University-Northridge 1980 — 1985
BS, Business Administration
Jerry Kampler Jerry Kampler's Pannell Kerr Forster Experience 1984 - 1986
Job Owner, Classic Realty
Industry Real Estate
Experience
Classic Realty 2000 - Present
Town of Brookline, MA 1991 - Present
Brookline Planning Board 1990 - Present
EDD KAMP FLP 2000 - 2013
EDD KAMP FLP 2000 - 2013
EDD KAMP FLP 2000 - 2013
Commercial Cleaning Service 1992 - 2000
The Copley Group 1988 - 1991
Fafard Real Estate 1986 - 1988
Pannell Kerr Forster 1984 - 1986
Skills
Real Estate, Tenant, Condos, Zoning, Rentals, Investment Properties, Leases, Residential, Residential Homes, Commercial Leasing, Commercial Real Estate, Single Family Homes, Negotiation, Real Estate Development, Landlords, Property, Mortgage Lending, Apartments, Disposition, Sales, Brokerage, Real Estate Economics, Real Estate Transactions, Property Management, Real Estate Financing, Real Property, Investors, Buyer Representation, Tenant Representation, Location Intelligence, Relocation
Education
The George Washington University - School of Business 1980 — 1984
Accountancy, Accounting
Classic Realty 2000 - Present
Town of Brookline, MA 1991 - Present
Brookline Planning Board 1990 - Present
EDD KAMP FLP 2000 - 2013
EDD KAMP FLP 2000 - 2013
EDD KAMP FLP 2000 - 2013
Commercial Cleaning Service 1992 - 2000
The Copley Group 1988 - 1991
Fafard Real Estate 1986 - 1988
Pannell Kerr Forster 1984 - 1986
Skills
Real Estate, Tenant, Condos, Zoning, Rentals, Investment Properties, Leases, Residential, Residential Homes, Commercial Leasing, Commercial Real Estate, Single Family Homes, Negotiation, Real Estate Development, Landlords, Property, Mortgage Lending, Apartments, Disposition, Sales, Brokerage, Real Estate Economics, Real Estate Transactions, Property Management, Real Estate Financing, Real Property, Investors, Buyer Representation, Tenant Representation, Location Intelligence, Relocation
Education
The George Washington University - School of Business 1980 — 1984
Accountancy, Accounting
Moises Levy Moises Levy's Pannell Kerr Forster Experience 1989 - 1989
Job Experienced CPA
Industry Accounting
Experience
PPI Apparel Group Inc April 2011 - Present
Idea Nuova Inc October 2002 - April 2011
Sweet Surprises Inc September 2001 - September 2002
AFIP- DGI Federal Administration of Public Income May 1993 - May 2001
E. Kirchuck and Associates 1990 - 1992
Pannell Kerr Forster 1989 - 1989
Snowfold, Greens 1987 - 1989
Deloitte, Plender, Griffiths & Co 1984 - 1984
N.C.R. Argentina SAIC 1984 - 1984
Skills
Tax Returns, Accounting, General Ledger, Cash Flow, Accounts Receivable, Budgets, Credit, Accounts Payable, Internal Controls, Internal Audit, Financial Statements, Account Reconciliation, Auditing, Tax
Education
New York State Education Department 2006 — 2007
Uniform CPA Examination
City University of New York-Brooklyn College 2005 — 2005
US Federal Taxation and Business Law
University of Buenos Aires 1994 — 1995
Taxation
University of Buenos Aires 1979 — 1984
Bachelors, Accounting
PPI Apparel Group Inc April 2011 - Present
Idea Nuova Inc October 2002 - April 2011
Sweet Surprises Inc September 2001 - September 2002
AFIP- DGI Federal Administration of Public Income May 1993 - May 2001
E. Kirchuck and Associates 1990 - 1992
Pannell Kerr Forster 1989 - 1989
Snowfold, Greens 1987 - 1989
Deloitte, Plender, Griffiths & Co 1984 - 1984
N.C.R. Argentina SAIC 1984 - 1984
Skills
Tax Returns, Accounting, General Ledger, Cash Flow, Accounts Receivable, Budgets, Credit, Accounts Payable, Internal Controls, Internal Audit, Financial Statements, Account Reconciliation, Auditing, Tax
Education
New York State Education Department 2006 — 2007
Uniform CPA Examination
City University of New York-Brooklyn College 2005 — 2005
US Federal Taxation and Business Law
University of Buenos Aires 1994 — 1995
Taxation
University of Buenos Aires 1979 — 1984
Bachelors, Accounting
Paul Rybecky's Pannell Kerr Forster Experience September 1988 - October 1990
Job Chief Financial Officer at PointClickCare
Industry Information Technology and Services
Experience
PointClickCare March 2015 - Present
DealerTrack February 2006 - March 2015
Confort & Company Inc. January 2001 - February 2006
Ernst & Young November 1990 - December 2000
Pannell Kerr Forster September 1988 - October 1990
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Investor Relations, Leadership, Management, Mergers, Process Improvement, SEC Filings, SEC filings, Sarbanes-Oxley Act
Education
Susquehanna University 1984 — 1988
BS, Accounting
PointClickCare March 2015 - Present
DealerTrack February 2006 - March 2015
Confort & Company Inc. January 2001 - February 2006
Ernst & Young November 1990 - December 2000
Pannell Kerr Forster September 1988 - October 1990
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Investor Relations, Leadership, Management, Mergers, Process Improvement, SEC Filings, SEC filings, Sarbanes-Oxley Act
Education
Susquehanna University 1984 — 1988
BS, Accounting
Robert Colin Bryant's Pannell Kerr Forster Experience January 1978 - January 1980
Job Founder & President TBG Innovative
Industry Leisure, Travel & Tourism
Experience
TBG Innovative Ltd. January 2000 - Present
AECOM - Asia April 2011 - August 2013
Economics Research Associates 1998 - 2000
Landauer Hospitality Group January 1996 - January 1998
Carlisle Group Limited January 1986 - January 1996
Omni Hotels January 1984 - January 1986
Horizon Hotels Limited January 1980 - January 1984
Pannell Kerr Forster January 1978 - January 1980
Skills
Hotels, Hospitality, Resorts, Feasibility Studies, Strategic Planning, Real Estate Development, Budgets, Mixed-use, Tourism, Contract Negotiation, Construction, Team Building, Project Management, New Business Development, Real Estate, Negotiation, Event Management, Due Diligence, Marketing Strategy, Sustainability, Management, Hospitality Industry, Hotel Management, Marketing, Hospitality Management, Business Strategy
Education
Harvard University Graduate School of Design 1982 — 1988
Continuing Education, Continuing Education
University of New Hampshire - Whittemore School of Business and Economics 1970 — 1974
BS, Hotel Administration
Culinary Institute of America 1969 — 1971
Degree, Food Service Preparation and Operations
TBG Innovative Ltd. January 2000 - Present
AECOM - Asia April 2011 - August 2013
Economics Research Associates 1998 - 2000
Landauer Hospitality Group January 1996 - January 1998
Carlisle Group Limited January 1986 - January 1996
Omni Hotels January 1984 - January 1986
Horizon Hotels Limited January 1980 - January 1984
Pannell Kerr Forster January 1978 - January 1980
Skills
Hotels, Hospitality, Resorts, Feasibility Studies, Strategic Planning, Real Estate Development, Budgets, Mixed-use, Tourism, Contract Negotiation, Construction, Team Building, Project Management, New Business Development, Real Estate, Negotiation, Event Management, Due Diligence, Marketing Strategy, Sustainability, Management, Hospitality Industry, Hotel Management, Marketing, Hospitality Management, Business Strategy
Education
Harvard University Graduate School of Design 1982 — 1988
Continuing Education, Continuing Education
University of New Hampshire - Whittemore School of Business and Economics 1970 — 1974
BS, Hotel Administration
Culinary Institute of America 1969 — 1971
Degree, Food Service Preparation and Operations
Steven Given Steven Given's Pannell Kerr Forster Experience 1987 - 1991
Job Driven Executive with Proven Track Record; Chartered Accountant & MBA; 20 years’+ International Management Experience
Industry Financial Services
Experience
Leinster Investments January 2015 - Present
Enstar Group Limited August 2011 - December 2014
Enstar Group Limited June 2008 - August 2011
Enstar Group Limited August 2007 - May 2008
Enstar Group Limited July 2001 - August 2007
IAM Ltd 1997 - 2001
LaSalle Re Ltd 1994 - 1997
IAWS 1993 - 1994
KPMG 1991 - 1993
PANNELL KERR FORSTER 1987 - 1991
Skills
Management, Leadership, Value Creation, Business Restructures, Financial Analysis, Cross Functional Team..., Microsoft Office, Mergers & Acquisitions, Entrepreneurship
Education
Heriot-Watt University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, With Distinction
Chartered Accountants Ireland 1986 — 1992
Fellow Chartered Accountant, Accounting and Related Services
Wesley College Dublin 1979 — 1986
Leinster Investments January 2015 - Present
Enstar Group Limited August 2011 - December 2014
Enstar Group Limited June 2008 - August 2011
Enstar Group Limited August 2007 - May 2008
Enstar Group Limited July 2001 - August 2007
IAM Ltd 1997 - 2001
LaSalle Re Ltd 1994 - 1997
IAWS 1993 - 1994
KPMG 1991 - 1993
PANNELL KERR FORSTER 1987 - 1991
Skills
Management, Leadership, Value Creation, Business Restructures, Financial Analysis, Cross Functional Team..., Microsoft Office, Mergers & Acquisitions, Entrepreneurship
Education
Heriot-Watt University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, With Distinction
Chartered Accountants Ireland 1986 — 1992
Fellow Chartered Accountant, Accounting and Related Services
Wesley College Dublin 1979 — 1986
Maite Dominguez Maite Dominguez's Pannell Kerr Forster Experience 1985 - 1987
Job Commercial Division at Berkshire Hathaway Florida Realty
Industry Commercial Real Estate
Experience
Berkshire Hathaway Florida Realty October 2014 - Present
BHHS Florida Realty 2014 - Present
Maria Z. Dominguez, P.A. (formerly MZD Consulting Inc.) 1990 - Present
Quinlivan Appraisal, P.A. August 2012 - September 2014
Hemingway & Associates February 2012 - May 2013
Waronker & Rosen, Inc. September 2002 - January 2012
Blazejack & Company 1987 - 1992
Pannell Kerr Forster 1985 - 1987
Skills
Appraisals, Mixed-use, Apartments, Real Estate, Valuation, Feasibility Studies, Location Intelligence, Industrial Buildings, Resorts, Hotels, Retail, Market Research, Real Estate Development, Commercial Real Estate, Shopping Centers, Property Management, Real Estate Economics, Budgets, Investment Properties, Apartment Buildings, Appraisal, Land, Market Analysis, Commercial Sales, Commercial Leasing, Medical Office, commercial land, multifamily investment..., Industrial Distribution, Real Estate Transactions, Real Property, Sales, Sellers
Education
Florida International University - College of Business 1980 — 1982
M.B.A., International Finance
University of Miami
Bachelor of Arts, Cum Laude, Psychology
Berkshire Hathaway Florida Realty October 2014 - Present
BHHS Florida Realty 2014 - Present
Maria Z. Dominguez, P.A. (formerly MZD Consulting Inc.) 1990 - Present
Quinlivan Appraisal, P.A. August 2012 - September 2014
Hemingway & Associates February 2012 - May 2013
Waronker & Rosen, Inc. September 2002 - January 2012
Blazejack & Company 1987 - 1992
Pannell Kerr Forster 1985 - 1987
Skills
Appraisals, Mixed-use, Apartments, Real Estate, Valuation, Feasibility Studies, Location Intelligence, Industrial Buildings, Resorts, Hotels, Retail, Market Research, Real Estate Development, Commercial Real Estate, Shopping Centers, Property Management, Real Estate Economics, Budgets, Investment Properties, Apartment Buildings, Appraisal, Land, Market Analysis, Commercial Sales, Commercial Leasing, Medical Office, commercial land, multifamily investment..., Industrial Distribution, Real Estate Transactions, Real Property, Sales, Sellers
Education
Florida International University - College of Business 1980 — 1982
M.B.A., International Finance
University of Miami
Bachelor of Arts, Cum Laude, Psychology
Al Calhoun, CCIM Al Calhoun, CCIM's Pannell Kerr Forster Experience March 1985 - March 1987
Job Select Service Hotel Portfolios
Industry Hospitality
Experience
JLL June 2005 - Present
Thompson Calhoun Fair March 2000 - June 2005
Hodges Ward Elliott March 1991 - March 2000
Choice Hotels International March 1987 - March 1991
Pannell Kerr Forster March 1985 - March 1987
Days Inns of America March 1983 - March 1985
United States Navy March 1977 - March 1981
Skills
Real Estate Economics, Real Estate Development, Investment Properties, Location Intelligence, Acquisitions, Hospitality, Real Estate Financing, Brokerage, Corporate Real Estate, Management, Contract Negotiation, Real Estate Transactions, Investments, Hospitality Industry, Property Management, Due Diligence, Commercial Real Estate, Valuation, Appraisals, Asset Management, Resorts, Leases, Hospitality Management, Real Estate Private..., Revenue Analysis, Hotel Management, Real Estate Acquisitions, Portfolio Management, Financial Modeling, Asset Managment, Hospitality Finance, Market Research, Select Service Hotel...
Education
CCIM 2000 — 2001
Certified Commercial Investment Manager, Hotel/Motel Administration/Management
Georgia State University - J. Mack Robinson College of Business 1981 — 1983
BS, Hotel Restaurant Management
Bainbridge College 1981 — 1981
AA, General
University of Georgia 1974 — 1977
AA, General Studies
Bainbridge High School 1970 — 1974
Diploma, College Prep
JLL June 2005 - Present
Thompson Calhoun Fair March 2000 - June 2005
Hodges Ward Elliott March 1991 - March 2000
Choice Hotels International March 1987 - March 1991
Pannell Kerr Forster March 1985 - March 1987
Days Inns of America March 1983 - March 1985
United States Navy March 1977 - March 1981
Skills
Real Estate Economics, Real Estate Development, Investment Properties, Location Intelligence, Acquisitions, Hospitality, Real Estate Financing, Brokerage, Corporate Real Estate, Management, Contract Negotiation, Real Estate Transactions, Investments, Hospitality Industry, Property Management, Due Diligence, Commercial Real Estate, Valuation, Appraisals, Asset Management, Resorts, Leases, Hospitality Management, Real Estate Private..., Revenue Analysis, Hotel Management, Real Estate Acquisitions, Portfolio Management, Financial Modeling, Asset Managment, Hospitality Finance, Market Research, Select Service Hotel...
Education
CCIM 2000 — 2001
Certified Commercial Investment Manager, Hotel/Motel Administration/Management
Georgia State University - J. Mack Robinson College of Business 1981 — 1983
BS, Hotel Restaurant Management
Bainbridge College 1981 — 1981
AA, General
University of Georgia 1974 — 1977
AA, General Studies
Bainbridge High School 1970 — 1974
Diploma, College Prep
Gary Cooper Gary Cooper's Pannell Kerr Forster Experience February 1980 - November 1983
Job President of Cooper CPA Group, PC
Industry Accounting
Experience
Cooper CPA Group, PC January 1990 - Present
Aviation Services Group, Inc January 1995 - 1997
Livingwell Corporation March 1989 - March 1990
Integra Hotel and Restaurant Company September 1987 - March 1989
Fitness Unlimited July 1985 - September 1987
KPMG Audit December 1983 - July 1985
Pannell Kerr Forster February 1980 - November 1983
Steak and Ale September 1978 - February 1980
Skills
Succession Planning, Tax Preparation, Accounting, Quickbooks, Compliance, Restructuring, Business Valuation, Tax, Budgeting, Strategic Planning, Due Diligence, Financial Reporting, Forecasting, Business Planning, Excel, Bookkeeping, Management Consulting, Corporate Tax, QuickBooks, Small Business, Financial Modeling, Analysis, Microsoft Excel, Internal Controls, Finance, CPA, Auditing, SEC filings, Valuation, Cash Management, Sarbanes-Oxley Act, IPO, GAAP, Strategic Financial..., US GAAP, Income Tax, Tax Accounting, Cash Flow, Tax Research, Forensic Accounting, Tax Advisory, Partnership Taxation, S Corporations, IRS, Tax Returns, Sales Tax, Accountants, Financial Statements, Financial Planners, International Tax
Education
Middle Tennessee State University 1975 — 1978
BBA, Accounting
Haslam College of Business at the University of Tennessee 1973 — 1975
BBA, Accounting
Cooper CPA Group, PC January 1990 - Present
Aviation Services Group, Inc January 1995 - 1997
Livingwell Corporation March 1989 - March 1990
Integra Hotel and Restaurant Company September 1987 - March 1989
Fitness Unlimited July 1985 - September 1987
KPMG Audit December 1983 - July 1985
Pannell Kerr Forster February 1980 - November 1983
Steak and Ale September 1978 - February 1980
Skills
Succession Planning, Tax Preparation, Accounting, Quickbooks, Compliance, Restructuring, Business Valuation, Tax, Budgeting, Strategic Planning, Due Diligence, Financial Reporting, Forecasting, Business Planning, Excel, Bookkeeping, Management Consulting, Corporate Tax, QuickBooks, Small Business, Financial Modeling, Analysis, Microsoft Excel, Internal Controls, Finance, CPA, Auditing, SEC filings, Valuation, Cash Management, Sarbanes-Oxley Act, IPO, GAAP, Strategic Financial..., US GAAP, Income Tax, Tax Accounting, Cash Flow, Tax Research, Forensic Accounting, Tax Advisory, Partnership Taxation, S Corporations, IRS, Tax Returns, Sales Tax, Accountants, Financial Statements, Financial Planners, International Tax
Education
Middle Tennessee State University 1975 — 1978
BBA, Accounting
Haslam College of Business at the University of Tennessee 1973 — 1975
BBA, Accounting
Kristie Ochampaugh Kristie Ochampaugh's Pannell Kerr Forster Experience 1985 - 1988
Job Group Controller at Illinois Tool Works Inc.
Industry Automotive
Experience
ITW - Illinois Tool Works Inc. 1988 - Present
Pannell Kerr Forster 1985 - 1988
Education
North Central College
BA, Accounting
ITW - Illinois Tool Works Inc. 1988 - Present
Pannell Kerr Forster 1985 - 1988
Education
North Central College
BA, Accounting
Jim Martens Jim Martens's Pannell Kerr Forster Experience 1981 - 1986
Job Financial Consultant
Industry Financial Services
Experience
Self Employed 2009 - Present
Protiviti 2008 - 2009
Mesirow Financial 2006 - 2008
James A. Martens Corporation 2000 - 2006
PHB Hagler Bailly/Putnam, Hayes & Bartlett 1994 - 1999
Freeman & Mills 1989 - 1994
MetMor Financial 1986 - 1989
Pannell Kerr Forster 1981 - 1986
Main Lafrentz & Co. 1963 - 1980
Skills
Forensic Accounting, Litigation Support, Bankruptcy/Insolvency, Fraud Investigations, Expert Testimony, Financial Consulting, Expert Witness, CPA, Certified Fraud Examiner, Fraud, Strategic Partnerships, Mergers & Acquisitions, Valuation, Financial Advisory, Financial Modeling, Due Diligence, Investigation, Auditing, Finance, Bankruptcy, Financial Analysis, Restructuring
Education
Cal State Fullerton 1962 — 1963
Bachelor's degree, Accounting
Self Employed 2009 - Present
Protiviti 2008 - 2009
Mesirow Financial 2006 - 2008
James A. Martens Corporation 2000 - 2006
PHB Hagler Bailly/Putnam, Hayes & Bartlett 1994 - 1999
Freeman & Mills 1989 - 1994
MetMor Financial 1986 - 1989
Pannell Kerr Forster 1981 - 1986
Main Lafrentz & Co. 1963 - 1980
Skills
Forensic Accounting, Litigation Support, Bankruptcy/Insolvency, Fraud Investigations, Expert Testimony, Financial Consulting, Expert Witness, CPA, Certified Fraud Examiner, Fraud, Strategic Partnerships, Mergers & Acquisitions, Valuation, Financial Advisory, Financial Modeling, Due Diligence, Investigation, Auditing, Finance, Bankruptcy, Financial Analysis, Restructuring
Education
Cal State Fullerton 1962 — 1963
Bachelor's degree, Accounting
Bill McGinnis Bill McGinnis's Pannell Kerr Forster Experience 1984 - 1990
Job Chief Financial Officer
Industry Executive Office
Experience
Tekni-Plex October 2009 - Present
Powercast March 2009 - March 2010
CeeLite December 2007 - January 2009
Air Products Healthcare August 1999 - October 2006
GMAC Commercial Mortgage 1997 - 1999
Great Expectations International 1995 - 1996
Novacare 1990 - 1995
Pannell Kerr Forster 1984 - 1990
KPMG 1982 - 1984
Skills
Finance, Business Development, Business Strategy, Auditing, Entrepreneurship, Mergers, IPO, Accounting, Sarbanes-Oxley Act, Leadership, Corporate Development, Debt & Equity Financing, SEC filings, Mergers & Acquisitions, Executive Management, Management, Managerial Finance, Financial Analysis, Venture Capital, Restructuring, Due Diligence, Private Equity, Corporate Finance, Forecasting, Start-ups, Financial Reporting, Cash Management, Financial Modeling, Internal Controls, US GAAP, SEC Filings
Education
Temple University - Fox School of Business and Management 1978 — 1982
BBA, Accounting and Computer Science
Tekni-Plex October 2009 - Present
Powercast March 2009 - March 2010
CeeLite December 2007 - January 2009
Air Products Healthcare August 1999 - October 2006
GMAC Commercial Mortgage 1997 - 1999
Great Expectations International 1995 - 1996
Novacare 1990 - 1995
Pannell Kerr Forster 1984 - 1990
KPMG 1982 - 1984
Skills
Finance, Business Development, Business Strategy, Auditing, Entrepreneurship, Mergers, IPO, Accounting, Sarbanes-Oxley Act, Leadership, Corporate Development, Debt & Equity Financing, SEC filings, Mergers & Acquisitions, Executive Management, Management, Managerial Finance, Financial Analysis, Venture Capital, Restructuring, Due Diligence, Private Equity, Corporate Finance, Forecasting, Start-ups, Financial Reporting, Cash Management, Financial Modeling, Internal Controls, US GAAP, SEC Filings
Education
Temple University - Fox School of Business and Management 1978 — 1982
BBA, Accounting and Computer Science
Jen Wasyliko Jen Wasyliko's Pannell Kerr Forster Experience January 1995 - January 1998
Job Librarian
Industry Libraries
Experience
Springfield High School August 2010 - Present
Maplewood Public Library October 2009 - August 2010
various schools September 2004 - June 2010
Sandmeier and Walton Elementary School January 2010 - May 2010
Resources Global Professionals January 2000 - January 2001
Tishman Speyer Properties January 1998 - January 2000
Pannell Kerr Forster January 1995 - January 1998
Education
Rutgers University-New Brunswick 2008 — 2010
Masters, Library Science
University of Texas
Bachelor of Business Administration, Accounting
Springfield High School August 2010 - Present
Maplewood Public Library October 2009 - August 2010
various schools September 2004 - June 2010
Sandmeier and Walton Elementary School January 2010 - May 2010
Resources Global Professionals January 2000 - January 2001
Tishman Speyer Properties January 1998 - January 2000
Pannell Kerr Forster January 1995 - January 1998
Education
Rutgers University-New Brunswick 2008 — 2010
Masters, Library Science
University of Texas
Bachelor of Business Administration, Accounting
Dennis Sherrin Dennis Sherrin's Pannell Kerr Forster Experience January 1985 - August 1987
Job Managing Shareholder at Hartmann, Blackmon & Kilgore, PC
Industry Accounting
Experience
Hartmann Blackmon & Kilgore PC June 1991 - Present
S F Parker & Company August 1987 - June 1991
Pannell Kerr Forster January 1985 - August 1987
Skills
Forensic Accounting, Financial Reporting, Business Valuation, Management Consulting, Tax Preparation, Auditing, Financial Accounting, CPA, Strategic Planning, Strategic Financial..., Financial Analysis, Financial Statements, Due Diligence, Mergers, Assurance, Consulting, Xero, Business Planning
Education
University of South Alabama 1982 — 1984
BS, Accounting
Auburn University 1980 — 1982
Hartmann Blackmon & Kilgore PC June 1991 - Present
S F Parker & Company August 1987 - June 1991
Pannell Kerr Forster January 1985 - August 1987
Skills
Forensic Accounting, Financial Reporting, Business Valuation, Management Consulting, Tax Preparation, Auditing, Financial Accounting, CPA, Strategic Planning, Strategic Financial..., Financial Analysis, Financial Statements, Due Diligence, Mergers, Assurance, Consulting, Xero, Business Planning
Education
University of South Alabama 1982 — 1984
BS, Accounting
Auburn University 1980 — 1982
Debbie Priese Debbie Priese's Pannell Kerr Forster Experience December 1986 - August 1990
Job Controller at McCoy Corporation
Industry Accounting
Experience
McCoy Workplace Solutions April 1997 - Present
PACE July 1992 - April 1997
Pannell Kerr Forster December 1986 - August 1990
Education
University of Houston-Clear Lake 1981 — 1984
BS Accounting, Accounting
McCoy Workplace Solutions April 1997 - Present
PACE July 1992 - April 1997
Pannell Kerr Forster December 1986 - August 1990
Education
University of Houston-Clear Lake 1981 — 1984
BS Accounting, Accounting
Rick Gossett Rick Gossett's Pannell Kerr Forster Experience 1973 - 1982
Job COO at Tarkenton Companies
Industry Internet
Experience
Tarkenton Companies May 1989 - Present
Rick W. Gossett, CPA 1986 - 1989
Arthur Young 1983 - 1986
Pannell Kerr Forster 1973 - 1982
Skills
New Business Development, Entrepreneurship, Marketing Strategy, Online Advertising, Business Strategy, Sales Management, Social Media, Start-ups, Business Development, Social Media Marketing, Management Consulting, Change Management
Education
Georgia State University - J. Mack Robinson College of Business 1977 — 1979
MBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1971 — 1973
BBA, Accounting
Tarkenton Companies May 1989 - Present
Rick W. Gossett, CPA 1986 - 1989
Arthur Young 1983 - 1986
Pannell Kerr Forster 1973 - 1982
Skills
New Business Development, Entrepreneurship, Marketing Strategy, Online Advertising, Business Strategy, Sales Management, Social Media, Start-ups, Business Development, Social Media Marketing, Management Consulting, Change Management
Education
Georgia State University - J. Mack Robinson College of Business 1977 — 1979
MBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1971 — 1973
BBA, Accounting
Anatoli Naoumov Anatoli Naoumov's Pannell Kerr Forster Experience October 1999 - 2001
Job Managing Director at GreenQ Partners Inc
Industry Renewables & Environment
Experience
GreenQ Partners October 2008 - Present
Newcon Optik May 2002 - December 2008
Pannell Kerr Forster October 1999 - 2001
KPMG October 1996 - November 1998
AT&T Network Systems / Lucent Technologies 1994 - 1996
Skills
Renewable Energy, Energy, Solar Energy, Business Development, Energy Efficiency, Project Management, Entrepreneurship, Management, Solar PV, Business Strategy, Photovoltaics, Sustainable Energy, Energy Conservation, Sustainability, Energy Audits, Alternative Energy, Cleantech, New Business Development, Energy Management, Strategy, Green Technology, Business Analysis, Market Research, Mergers & Acquisitions, Feasibility Studies, Cross-functional Team..., Market Analysis, Clean Technology, Analysis, Consultancy Services
Education
Klemmer and Associates Leadership Seminars 2015 — 2015
Leadership
Energy University (Schneider Electric) 2012 — 2013
Energy conservation, M&V
Econoler Training Centre 2012 — 2012
Certified Measurement and Verification Professional - CMVP, Energy Management, Certificate
Willis Colleage 2008 — 2009
Certificate, Solar PV feasibility study developement using RETScreen
TSM Business School 1993 — 1995
MBA, Business Management
St. Petersburg Technical University, Russia 1983 — 1989
MSc, Computer Science / Engineering
239 1981 — 1983
high school diploma, math, physics, camping
GreenQ Partners October 2008 - Present
Newcon Optik May 2002 - December 2008
Pannell Kerr Forster October 1999 - 2001
KPMG October 1996 - November 1998
AT&T Network Systems / Lucent Technologies 1994 - 1996
Skills
Renewable Energy, Energy, Solar Energy, Business Development, Energy Efficiency, Project Management, Entrepreneurship, Management, Solar PV, Business Strategy, Photovoltaics, Sustainable Energy, Energy Conservation, Sustainability, Energy Audits, Alternative Energy, Cleantech, New Business Development, Energy Management, Strategy, Green Technology, Business Analysis, Market Research, Mergers & Acquisitions, Feasibility Studies, Cross-functional Team..., Market Analysis, Clean Technology, Analysis, Consultancy Services
Education
Klemmer and Associates Leadership Seminars 2015 — 2015
Leadership
Energy University (Schneider Electric) 2012 — 2013
Energy conservation, M&V
Econoler Training Centre 2012 — 2012
Certified Measurement and Verification Professional - CMVP, Energy Management, Certificate
Willis Colleage 2008 — 2009
Certificate, Solar PV feasibility study developement using RETScreen
TSM Business School 1993 — 1995
MBA, Business Management
St. Petersburg Technical University, Russia 1983 — 1989
MSc, Computer Science / Engineering
239 1981 — 1983
high school diploma, math, physics, camping
Franceen Fallett, MBA, SPHR Franceen Fallett, MBA, SPHR's Pannell Kerr Forster Experience February 1983 - June 1987
Job Human Resource Management Consultant
Industry Human Resources
Experience
Independent Contractor March 2001 - Present
Right Management February 2001 - Present
Ventura College January 1992 - Present
Ojai Valley Inn & Country Club May 1989 - June 1994
Sorkin & Associates June 1987 - May 1989
Pannell Kerr Forster February 1983 - June 1987
Skills
Coaching, Strategic Planning, Human Resources, Employee Relations, Training, Recruiting, Personnel Management, Management
Education
University of Southern California 1977 — 1981
M.B.A., Organizatioanal Behavior/Organizational Design
University of Southern California
B.S., Business Administration
Independent Contractor March 2001 - Present
Right Management February 2001 - Present
Ventura College January 1992 - Present
Ojai Valley Inn & Country Club May 1989 - June 1994
Sorkin & Associates June 1987 - May 1989
Pannell Kerr Forster February 1983 - June 1987
Skills
Coaching, Strategic Planning, Human Resources, Employee Relations, Training, Recruiting, Personnel Management, Management
Education
University of Southern California 1977 — 1981
M.B.A., Organizatioanal Behavior/Organizational Design
University of Southern California
B.S., Business Administration
Bimal - Gupta Bimal - Gupta's Pannell Kerr Forster Experience November 1982 - November 1988
Job Certified Public Accountant
Industry Financial Services
Experience
Parsippany Tax And Accounting Corp. February 2010 - Present
Fairfield Greenwich Group December 2007 - December 2008
Lord Abbett & Co. April 2001 - September 2007
Dresndner Kleinwort January 1999 - April 2001
Powers & Dubin Asset Management co. December 1994 - January 1999
Abu Dhabi Investment Authority April 1989 - July 1992
Pannell Kerr Forster November 1982 - November 1988
Skills
Tax, Management Consulting, Hedge Funds, Small Business, GAAP, Financial Analysis, Financial Planning, Investments, Internal Controls, Accounting, Strategic Financial..., SEC filings, Accounts Receivable, Financial Reporting, Auditing, FBAR & OVDI Reporting, CPA, US GAAP
Education
American Institute of Certified Public Accountant 2009 — 2009
CPA, Accounting, Auditing and Tax
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance and Information Systems
Association of Chartered Certified Accountants 1989 — 1991
ACCA, Accounting
The Institute of Chartered Accountants of India 1978 — 1981
FCA, Accounting
Delhi University 1975 — 1978
B Com (Hons), Accounting, Economics, Mathematics
Parsippany Tax And Accounting Corp. February 2010 - Present
Fairfield Greenwich Group December 2007 - December 2008
Lord Abbett & Co. April 2001 - September 2007
Dresndner Kleinwort January 1999 - April 2001
Powers & Dubin Asset Management co. December 1994 - January 1999
Abu Dhabi Investment Authority April 1989 - July 1992
Pannell Kerr Forster November 1982 - November 1988
Skills
Tax, Management Consulting, Hedge Funds, Small Business, GAAP, Financial Analysis, Financial Planning, Investments, Internal Controls, Accounting, Strategic Financial..., SEC filings, Accounts Receivable, Financial Reporting, Auditing, FBAR & OVDI Reporting, CPA, US GAAP
Education
American Institute of Certified Public Accountant 2009 — 2009
CPA, Accounting, Auditing and Tax
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance and Information Systems
Association of Chartered Certified Accountants 1989 — 1991
ACCA, Accounting
The Institute of Chartered Accountants of India 1978 — 1981
FCA, Accounting
Delhi University 1975 — 1978
B Com (Hons), Accounting, Economics, Mathematics
David Pistorius, PMP, MBA David Pistorius, PMP, MBA's Pannell Kerr Forster Experience 2001 - 2003
Job Sr Manager, Strategy at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines February 2014 - Present
Southwest Airlines November 2013 - February 2014
Southwest Airlines August 2011 - October 2013
Cooper Power Systems 2010 - 2011
Cooper Industries 2008 - 2010
Navitaire / Accenture 2003 - 2006
Pannell Kerr Forster 2001 - 2003
COMPAQ COMPUTER CORPORATION January 2001 - January 2002
Skills
Strategy Development, Strategic Planning, Business Process..., Program Management, Project Portfolio..., Financial Analysis, Acquisition Integration, Strategy, Cross-functional Team..., Business Analysis, Business Strategy, Change Management, Management Consulting, Leadership, Business Process, Forecasting, Business Transformation, Business Development, Project Planning, Analysis, Financial Modeling, Process Improvement, Integration, Finance, Project Management, Management
Education
Jones Graduate School of Business, Rice University 2006 — 2008
MBA, Finance, Entreprenuership
University of Houston 2000 — 2003
BBA, Accounting
Southwest Airlines February 2014 - Present
Southwest Airlines November 2013 - February 2014
Southwest Airlines August 2011 - October 2013
Cooper Power Systems 2010 - 2011
Cooper Industries 2008 - 2010
Navitaire / Accenture 2003 - 2006
Pannell Kerr Forster 2001 - 2003
COMPAQ COMPUTER CORPORATION January 2001 - January 2002
Skills
Strategy Development, Strategic Planning, Business Process..., Program Management, Project Portfolio..., Financial Analysis, Acquisition Integration, Strategy, Cross-functional Team..., Business Analysis, Business Strategy, Change Management, Management Consulting, Leadership, Business Process, Forecasting, Business Transformation, Business Development, Project Planning, Analysis, Financial Modeling, Process Improvement, Integration, Finance, Project Management, Management
Education
Jones Graduate School of Business, Rice University 2006 — 2008
MBA, Finance, Entreprenuership
University of Houston 2000 — 2003
BBA, Accounting
Joel Pascaner Joel Pascaner's Pannell Kerr Forster Experience 1994 - 1996
Job Partner at Stephen M. Berman & Associates, L.L.C.
Industry Accounting
Experience
Stephen M. Berman & Associates, L.L.C. January 1997 - Present
Pannell Kerr Forster 1994 - 1996
Laventhol & Horwath 1987 - 1991
Skills
Partnership Taxation, Tax Examinations, Estate Planning, State and Local Taxation, Tax Compliance, Tax, Tax Advisory, High Net Worth..., S Corporations, Corporate Tax, Income Tax, Corporate Law, Tax Preparation, Tax Research, Compliance, State Tax, International Tax, Estate Tax Planning, CPA, LLC, Tax Accounting, IRS, Tax Law, Gift Tax, Tax Returns, Business Tax Planning
Education
NYU
MS, Taxation
University of Pennsylvania - The Wharton School
BS, Accounting
Stephen M. Berman & Associates, L.L.C. January 1997 - Present
Pannell Kerr Forster 1994 - 1996
Laventhol & Horwath 1987 - 1991
Skills
Partnership Taxation, Tax Examinations, Estate Planning, State and Local Taxation, Tax Compliance, Tax, Tax Advisory, High Net Worth..., S Corporations, Corporate Tax, Income Tax, Corporate Law, Tax Preparation, Tax Research, Compliance, State Tax, International Tax, Estate Tax Planning, CPA, LLC, Tax Accounting, IRS, Tax Law, Gift Tax, Tax Returns, Business Tax Planning
Education
NYU
MS, Taxation
University of Pennsylvania - The Wharton School
BS, Accounting
Siobhan Kaliher Siobhan Kaliher's Pannell Kerr Forster Experience August 1983 - August 1984
Job CRE Underwriting & Due Diligence
Industry Financial Services
Experience
Self-Employed February 2015 - Present
Self-employed May 2013 - February 2015
Fannie Mae May 2004 - May 2013
Self-Employed September 1996 - May 2004
Tensleep Design, Inc. November 1994 - September 1996
NationsBank / AMRESCO Institutional, Inc. July 1992 - November 1994
Dominion Bankshares Corporation February 1991 - July 1992
GA/Partners September 1987 - February 1991
Temps & Co. February 1987 - September 1987
Pannell Kerr Forster August 1983 - August 1984
Skills
Loans, Mortgage Lending, Due Diligence, Change Management, Underwriting, Portfolio Management, Real Estate Economics, Credit Analysis, Real Estate, Credit Risk, Finance, Credit
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science in Business, Finance, General, Magna Cum Laude
Self-Employed February 2015 - Present
Self-employed May 2013 - February 2015
Fannie Mae May 2004 - May 2013
Self-Employed September 1996 - May 2004
Tensleep Design, Inc. November 1994 - September 1996
NationsBank / AMRESCO Institutional, Inc. July 1992 - November 1994
Dominion Bankshares Corporation February 1991 - July 1992
GA/Partners September 1987 - February 1991
Temps & Co. February 1987 - September 1987
Pannell Kerr Forster August 1983 - August 1984
Skills
Loans, Mortgage Lending, Due Diligence, Change Management, Underwriting, Portfolio Management, Real Estate Economics, Credit Analysis, Real Estate, Credit Risk, Finance, Credit
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science in Business, Finance, General, Magna Cum Laude
Fred Noble CPA, MSM Tax, Certified QuickBks Pro Advisor Fred Noble CPA, MSM Tax, Certified QuickBks Pro Advisor's Pannell Kerr Forster Experience January 1978 - December 1982
Job President, Fred Noble PA
Industry Accounting
Experience
Fred Noble PA April 1984 - Present
Florida International University 1984 - 1995
Pannell Kerr Forster January 1978 - December 1982
Skills
Tax, Income Tax, Financial Reporting, Auditing, Compilation, Compliance, Quickbooks, Tax Preparation, Accounting, Tax Returns, Bookkeeping, Tax Compliance, Corporate Tax, Sales Tax, Partnership Taxation, Tax Research, Tax Accounting, Small Business..., IRS, Federal Tax, Tax Return Preparation, Financial Planning, LLC, Small Business, Payroll Taxes, S Corporations, General Ledger, Preparation, Financial Accounting, GAAP, Tax Services, Federal Taxation, Audit, Business Tax, Cash Flow, Reconciliation, Use Tax, Fixed Assets, Microsoft Office, Payroll, QuickBooks, Income Tax Research, High Net Worth..., Accountants, CPA, Managerial Finance, Forensic Accounting, Tax Advisory
Education
Florida International University - College of Business 1976 — 1978
MSM_Taxation, Taxation
University of Miami - School of Business 1965 — 1966
BBA, Accounting
Miami Dade College 1963 — 1964
Associates, Accounting
Fred Noble PA April 1984 - Present
Florida International University 1984 - 1995
Pannell Kerr Forster January 1978 - December 1982
Skills
Tax, Income Tax, Financial Reporting, Auditing, Compilation, Compliance, Quickbooks, Tax Preparation, Accounting, Tax Returns, Bookkeeping, Tax Compliance, Corporate Tax, Sales Tax, Partnership Taxation, Tax Research, Tax Accounting, Small Business..., IRS, Federal Tax, Tax Return Preparation, Financial Planning, LLC, Small Business, Payroll Taxes, S Corporations, General Ledger, Preparation, Financial Accounting, GAAP, Tax Services, Federal Taxation, Audit, Business Tax, Cash Flow, Reconciliation, Use Tax, Fixed Assets, Microsoft Office, Payroll, QuickBooks, Income Tax Research, High Net Worth..., Accountants, CPA, Managerial Finance, Forensic Accounting, Tax Advisory
Education
Florida International University - College of Business 1976 — 1978
MSM_Taxation, Taxation
University of Miami - School of Business 1965 — 1966
BBA, Accounting
Miami Dade College 1963 — 1964
Associates, Accounting
Kevin Brosnan's Pannell Kerr Forster Experience June 1984 - June 1986
Job Senior Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton August 2007 - Present
Procter & Gamble June 1994 - July 2007
The Thomson Corporation October 1986 - May 1994
Pannell Kerr Forster June 1984 - June 1986
Wolf & Company, P.C. June 1982 - May 1984
Education
Bentley University 1999 — 2001
Masters of Science, Taxation
Providence College 1979 — 1982
Grant Thornton August 2007 - Present
Procter & Gamble June 1994 - July 2007
The Thomson Corporation October 1986 - May 1994
Pannell Kerr Forster June 1984 - June 1986
Wolf & Company, P.C. June 1982 - May 1984
Education
Bentley University 1999 — 2001
Masters of Science, Taxation
Providence College 1979 — 1982
Craig Adler's Pannell Kerr Forster Experience 1979 - 1986
Job Executive VP & CFO at DLT Solutions, LLC. and Owner, DLT Solutions, LLC.
Industry Information Technology and Services
Experience
DLT Solutions, LLC. November 2004 - Present
SAIC 1999 - 2004
Computer Sciences Corporation 1994 - 1999
ARC Professional Services Group 1990 - 1994
GP Taurio 1986 - 1990
Pannell Kerr Forster 1979 - 1986
Skills
Government Contracting, Accounting, Mergers, Tax, Deferred Compensation, Financial Analysis, Strategic Planning, Risk Management, Forecasting, Executive Management, Business Process..., Enterprise Software, Managerial Finance, Business Development, Government, Mergers & Acquisitions, Management, Leadership, Program Management, Auditing, Business Process, Contract Management, Team Leadership, Employee Benefits, Strategy, Contract Negotiation, Financial Reporting, Process Improvement, Budgets, ERP, Start-ups
Education
University of Maryland - Robert H. Smith School of Business 1975 — 1979
B.S., Accounting
DLT Solutions, LLC. November 2004 - Present
SAIC 1999 - 2004
Computer Sciences Corporation 1994 - 1999
ARC Professional Services Group 1990 - 1994
GP Taurio 1986 - 1990
Pannell Kerr Forster 1979 - 1986
Skills
Government Contracting, Accounting, Mergers, Tax, Deferred Compensation, Financial Analysis, Strategic Planning, Risk Management, Forecasting, Executive Management, Business Process..., Enterprise Software, Managerial Finance, Business Development, Government, Mergers & Acquisitions, Management, Leadership, Program Management, Auditing, Business Process, Contract Management, Team Leadership, Employee Benefits, Strategy, Contract Negotiation, Financial Reporting, Process Improvement, Budgets, ERP, Start-ups
Education
University of Maryland - Robert H. Smith School of Business 1975 — 1979
B.S., Accounting
Chan (Chris) Park's Pannell Kerr Forster Experience
Job staff at Pannell Kerr Forster
Industry Accounting
Experience
Pannell Kerr Forster
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2004
Pannell Kerr Forster
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2004
Tom Martell's Pannell Kerr Forster Experience 1986 - 1989
Job Director of Advanced Analytics
Industry Internet
Experience
RetailNext October 2013 - Present
Wine.com August 2012 - October 2013
FindVino November 2010 - December 2012
WineStyles of Willow Glen March 2005 - September 2008
Martell Associates, Inc. October 1998 - March 2005
Breece Hill 1997 - 1998
Sony Semiconductor 1996 - 1997
Promerge 1995 - 1996
Marshall Industries 1989 - 1995
Pannell Kerr Forster 1986 - 1989
Skills
Sales Management, Wine, Wine Tasting, Start-ups, New Business Development, Marketing Strategy, Marketing, Sales, Social Media Marketing, Account Management, Business Planning, Food, Online Advertising, Strategic Planning, Business Strategy, Retail, Sales Operations, Business Development, Event Management, Team Building, Social Networking
Education
California State University-Chico 1984 — 1986
B.S., Business Admin., Accounting
University of Massachusetts, Amherst 1982 — 1983
Westborough High School 1978 — 1982
High School Diploma
RetailNext October 2013 - Present
Wine.com August 2012 - October 2013
FindVino November 2010 - December 2012
WineStyles of Willow Glen March 2005 - September 2008
Martell Associates, Inc. October 1998 - March 2005
Breece Hill 1997 - 1998
Sony Semiconductor 1996 - 1997
Promerge 1995 - 1996
Marshall Industries 1989 - 1995
Pannell Kerr Forster 1986 - 1989
Skills
Sales Management, Wine, Wine Tasting, Start-ups, New Business Development, Marketing Strategy, Marketing, Sales, Social Media Marketing, Account Management, Business Planning, Food, Online Advertising, Strategic Planning, Business Strategy, Retail, Sales Operations, Business Development, Event Management, Team Building, Social Networking
Education
California State University-Chico 1984 — 1986
B.S., Business Admin., Accounting
University of Massachusetts, Amherst 1982 — 1983
Westborough High School 1978 — 1982
High School Diploma
Manny Korn's Pannell Kerr Forster Experience 1984 - 1990
Job Accounting Consultant and Professional
Industry Accounting
Experience
Tatum, LLC 2007 - Present
Prosodie Interactive 2004 - 2007
Crystal Springs Water Company/Division of DS Waters of America 1990 - 2004
Pannell Kerr Forster 1984 - 1990
Comare Corporation 1980 - 1984
Colgate-Palmolive Company 1977 - 1980
KPMG 1974 - 1977
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Strategy, Leadership, Finance, SEC filings, Integration, Internal Controls, Acquisition Integration, Business Process..., Mergers & Acquisitions, SEC Filings
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1979
MBA
City University of New York-Baruch College - Zicklin School of Business 1970 — 1974
BBA, Accounting
Junior High School PS 172
Tatum, LLC 2007 - Present
Prosodie Interactive 2004 - 2007
Crystal Springs Water Company/Division of DS Waters of America 1990 - 2004
Pannell Kerr Forster 1984 - 1990
Comare Corporation 1980 - 1984
Colgate-Palmolive Company 1977 - 1980
KPMG 1974 - 1977
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Strategy, Leadership, Finance, SEC filings, Integration, Internal Controls, Acquisition Integration, Business Process..., Mergers & Acquisitions, SEC Filings
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1979
MBA
City University of New York-Baruch College - Zicklin School of Business 1970 — 1974
BBA, Accounting
Junior High School PS 172
David Sindelar's Pannell Kerr Forster Experience 1985 - 1986
Job CFO at BC Technical
Industry Hospital & Health Care
Experience
BC Technical, Inc July 2013 - Present
Genesis Medical Imaging September 2006 - July 2013
Parkview Metal Products 2005 - 2006
Dudek and Bock 1995 - 2005
Parkview Metal Products 1990 - 1995
Wallace Computer Services 1986 - 1990
Pannell Kerr Forster 1985 - 1986
Education
North Central College 1983 — 1985
Bachelor, Accounting
BC Technical, Inc July 2013 - Present
Genesis Medical Imaging September 2006 - July 2013
Parkview Metal Products 2005 - 2006
Dudek and Bock 1995 - 2005
Parkview Metal Products 1990 - 1995
Wallace Computer Services 1986 - 1990
Pannell Kerr Forster 1985 - 1986
Education
North Central College 1983 — 1985
Bachelor, Accounting
Asha (Warner) Ashford's Pannell Kerr Forster Experience 1994 - 1999
Job Senior Accountant at Assurant
Industry Accounting
Experience
Assurant September 2013 - Present
Remark Media June 2012 - August 2013
Deloitte 2004 - May 2010
Pannell Kerr Forster 1994 - 1999
Skills
Internal Controls, US GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, GAAP, External Audit, Accounting, Financial Reporting, Financial Accounting, Revenue Recognition, Consolidation, Sarbanes-Oxley, Financial Analysis, Big 4, CPA, Mergers & Acquisitions, Financial Statements, Financial Audits
Education
Bowling Green State University 2003 — 2004
MAcc, Accounting
University of the Virgin Islands 1999 — 2002
B.A., Accounting and Finance
Clarence Fitzroy Bryant College (formerly Sixth Form) 1992 — 1994
Accounting
Assurant September 2013 - Present
Remark Media June 2012 - August 2013
Deloitte 2004 - May 2010
Pannell Kerr Forster 1994 - 1999
Skills
Internal Controls, US GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, GAAP, External Audit, Accounting, Financial Reporting, Financial Accounting, Revenue Recognition, Consolidation, Sarbanes-Oxley, Financial Analysis, Big 4, CPA, Mergers & Acquisitions, Financial Statements, Financial Audits
Education
Bowling Green State University 2003 — 2004
MAcc, Accounting
University of the Virgin Islands 1999 — 2002
B.A., Accounting and Finance
Clarence Fitzroy Bryant College (formerly Sixth Form) 1992 — 1994
Accounting
Mike Frigo's Pannell Kerr Forster Experience 1988 - 1991
Job President and CEO at Mayslake Village
Industry Nonprofit Organization Management
Experience
Mayslake Village 1992 - Present
Pannell Kerr Forster 1988 - 1991
Ernst & Young 1976 - 1988
Skills
Non-profits, Strategic Planning, Fundraising, Public Speaking, Research, Program Management, Budgets, Customer Service, Leadership Development, Team Building, Project Management, Process Improvement, Healthcare, Organizational..., Nonprofits, Staff Development, Leadership, Coaching, Strategy, Teaching, Government, Training, Microsoft Excel, Grant Writing, Time Management, Management, Program Development, Volunteer Management, PowerPoint, Data Analysis, Event Planning, Microsoft Word, Community Outreach, Proposal Writing
Education
DePaul University 2003 — 2007
Accounting
DePaul University 2003 — 2007
MS, non-profit administration
Mayslake Village 1992 - Present
Pannell Kerr Forster 1988 - 1991
Ernst & Young 1976 - 1988
Skills
Non-profits, Strategic Planning, Fundraising, Public Speaking, Research, Program Management, Budgets, Customer Service, Leadership Development, Team Building, Project Management, Process Improvement, Healthcare, Organizational..., Nonprofits, Staff Development, Leadership, Coaching, Strategy, Teaching, Government, Training, Microsoft Excel, Grant Writing, Time Management, Management, Program Development, Volunteer Management, PowerPoint, Data Analysis, Event Planning, Microsoft Word, Community Outreach, Proposal Writing
Education
DePaul University 2003 — 2007
Accounting
DePaul University 2003 — 2007
MS, non-profit administration
Elizabeth Nudelman's Pannell Kerr Forster Experience July 1985 - August 1988
Job Consultant at Management Resources
Industry Accounting
Experience
Management Resources September 2011 - Present
Brecksville-Broadview Heights City School District September 2009 - August 2011
Elizabeth J. Nudelman April 2000 - March 2001
The Firm Financial Systems Consulting, Inc. August 1998 - November 1999
Coopers & Lybrand August 1988 - January 1995
Pannell Kerr Forster July 1985 - August 1988
Skills
General Ledger, Accounting, Audit, PeopleSoft, Internal Controls, Auditing
Education
Cleveland State University 1981 — 1985
Bachelor of Business Administration, Accounting
Management Resources September 2011 - Present
Brecksville-Broadview Heights City School District September 2009 - August 2011
Elizabeth J. Nudelman April 2000 - March 2001
The Firm Financial Systems Consulting, Inc. August 1998 - November 1999
Coopers & Lybrand August 1988 - January 1995
Pannell Kerr Forster July 1985 - August 1988
Skills
General Ledger, Accounting, Audit, PeopleSoft, Internal Controls, Auditing
Education
Cleveland State University 1981 — 1985
Bachelor of Business Administration, Accounting
Lynda Adams's Pannell Kerr Forster Experience 1983 - 1986
Job Director, Patient Business Services at South Jersey Healthcare
Industry Hospital & Health Care
Experience
Inspira Health Network December 2005 - Present
South Jersey Healthcare February 2003 - December 2005
Kennedy Health System January 2000 - January 2003
Underwood-Memorial Hospital 1986 - 2000
Pannell Kerr Forster 1983 - 1986
Skills
Healthcare Management, Healthcare, Healthcare Information..., Hospitals, Medicaid, Medicare, HIPAA, Healthcare Industry, EHR, EMR
Education
Franklin & Marshall College 1979 — 1983
BA, Accounting
Inspira Health Network December 2005 - Present
South Jersey Healthcare February 2003 - December 2005
Kennedy Health System January 2000 - January 2003
Underwood-Memorial Hospital 1986 - 2000
Pannell Kerr Forster 1983 - 1986
Skills
Healthcare Management, Healthcare, Healthcare Information..., Hospitals, Medicaid, Medicare, HIPAA, Healthcare Industry, EHR, EMR
Education
Franklin & Marshall College 1979 — 1983
BA, Accounting
Barbara Luna's Pannell Kerr Forster Experience December 1983 - May 1986
Job Partner at White, Zuckerman, Warsavsky, Luna & Hunt
Industry Accounting
Experience
White, Zuckerman, Warsavsky, Luna & Hunt May 1993 - Present
Coopers & Lybrand June 1988 - May 1993
Kenneth Leventhal & Co May 1986 - May 1988
Pannell Kerr Forster December 1983 - May 1986
Price Waterhouse September 1977 - December 1983
Warburg Paribas Becker August 1975 - August 1977
Skills
Intellectual Property, Forensic Accounting, Litigation Support, Tax, Trade Secrets, Intellectual Property..., Litigation, Patent Litigation, Litigation Consulting, CPA, Auditing, Accounting, Expert Witness, Trademark Infringement, Commercial Litigation, Fraud, Licensing, Dispute Resolution, Courts, Bankruptcy, Business Valuation, Finance, Valuation, Personal Injury..., Corporate Finance, Certified Fraud Examiner, Due Diligence, Corporate Tax, Income Tax, Trusts, Restructuring, Corporate Governance, Tax Law, Tax Preparation, GAAP, Arbitration, Mergers & Acquisitions, Internal Controls, International Tax, SEC filings, Tax Advisory, Financial Statements
Education
Harvard University 1971 — 1975
SM and PhD, Applied Math
Wellesley College 1969 — 1971
BA, Physics
White, Zuckerman, Warsavsky, Luna & Hunt May 1993 - Present
Coopers & Lybrand June 1988 - May 1993
Kenneth Leventhal & Co May 1986 - May 1988
Pannell Kerr Forster December 1983 - May 1986
Price Waterhouse September 1977 - December 1983
Warburg Paribas Becker August 1975 - August 1977
Skills
Intellectual Property, Forensic Accounting, Litigation Support, Tax, Trade Secrets, Intellectual Property..., Litigation, Patent Litigation, Litigation Consulting, CPA, Auditing, Accounting, Expert Witness, Trademark Infringement, Commercial Litigation, Fraud, Licensing, Dispute Resolution, Courts, Bankruptcy, Business Valuation, Finance, Valuation, Personal Injury..., Corporate Finance, Certified Fraud Examiner, Due Diligence, Corporate Tax, Income Tax, Trusts, Restructuring, Corporate Governance, Tax Law, Tax Preparation, GAAP, Arbitration, Mergers & Acquisitions, Internal Controls, International Tax, SEC filings, Tax Advisory, Financial Statements
Education
Harvard University 1971 — 1975
SM and PhD, Applied Math
Wellesley College 1969 — 1971
BA, Physics
Dave Reissfelder's Pannell Kerr Forster Experience November 1994 - August 1998
Job CFO
Industry Electrical/Electronic Manufacturing
Experience
iWalk February 2013 - Present
CBE Technologies September 2011 - December 2012
Reveal Imaging Technologies, Inc November 2003 - February 2011
Audax Group November 2002 - October 2003
Ciena 1999 - 2002
Omnia Communications August 1998 - July 1999
Pannell Kerr Forster November 1994 - August 1998
Skills
Leadership, Process Improvement, Program Management, Accounting, Cross-functional Team..., Strategic Planning, Great Plains Software, Budgets, Business Development, Start-ups, Financial Analysis, Government Contracting, Operations Management, Project Management, Troubleshooting, Venture Capital, Mergers & Acquisitions
Education
Babson College
iWalk February 2013 - Present
CBE Technologies September 2011 - December 2012
Reveal Imaging Technologies, Inc November 2003 - February 2011
Audax Group November 2002 - October 2003
Ciena 1999 - 2002
Omnia Communications August 1998 - July 1999
Pannell Kerr Forster November 1994 - August 1998
Skills
Leadership, Process Improvement, Program Management, Accounting, Cross-functional Team..., Strategic Planning, Great Plains Software, Budgets, Business Development, Start-ups, Financial Analysis, Government Contracting, Operations Management, Project Management, Troubleshooting, Venture Capital, Mergers & Acquisitions
Education
Babson College
Randy Weaver's Pannell Kerr Forster Experience 1980 - 1984
Job Executive Officer
Industry Executive Office
Experience
Reinvention Unlimited, Inc. September 2009 - Present
Natural Alternatives International April 2001 - December 2008
Randy Weaver Consulting December 1997 - April 2001
Bimbo Bakeries USA April 1993 - December 1997
Kibel Green Incorporated June 1987 - April 1993
Microcomputer Memories, Inc. April 1984 - June 1987
Pannell Kerr forster 1980 - 1984
Skills
Mergers, Restructuring, Due Diligence, Strategic Planning, Forecasting, Manufacturing, Business Strategy, Business Planning, Budgets, Cross-functional Team..., Leadership, Financial Analysis, Contract Negotiation, Strategic Financial..., Team Building, Operations Management, Mergers & Acquisitions, Change Management, Strategy, Finance, Management, Product Development, Process Improvement, Inventory Management, Analysis, Executive Management, Business Development, Supply Chain, Purchasing, Marketing, Marketing Strategy, Pricing, Financial Planning, P&L Management, Competitive Analysis
Education
University of Santa Monica 1998 — 2000
MA, Spiritual Psychology
California State University-Northridge 1978 — 1980
BS, Business - Accounting
Cabrillo High School
Reinvention Unlimited, Inc. September 2009 - Present
Natural Alternatives International April 2001 - December 2008
Randy Weaver Consulting December 1997 - April 2001
Bimbo Bakeries USA April 1993 - December 1997
Kibel Green Incorporated June 1987 - April 1993
Microcomputer Memories, Inc. April 1984 - June 1987
Pannell Kerr forster 1980 - 1984
Skills
Mergers, Restructuring, Due Diligence, Strategic Planning, Forecasting, Manufacturing, Business Strategy, Business Planning, Budgets, Cross-functional Team..., Leadership, Financial Analysis, Contract Negotiation, Strategic Financial..., Team Building, Operations Management, Mergers & Acquisitions, Change Management, Strategy, Finance, Management, Product Development, Process Improvement, Inventory Management, Analysis, Executive Management, Business Development, Supply Chain, Purchasing, Marketing, Marketing Strategy, Pricing, Financial Planning, P&L Management, Competitive Analysis
Education
University of Santa Monica 1998 — 2000
MA, Spiritual Psychology
California State University-Northridge 1978 — 1980
BS, Business - Accounting
Cabrillo High School
Michelle Arondelli's Pannell Kerr Forster Experience September 1989 - March 1991
Job Budgeting Supervisor at The Bradford Exchange
Industry Accounting
Experience
The Bradford Exchange March 1991 - Present
Pannell Kerr Forster September 1989 - March 1991
Ernst & Young September 1988 - September 1989
Skills
Forecasting, Financial Reporting, Budgets, Sarbanes-Oxley Act, Auditing, GAAP, Financial Modeling, Process Improvement, Project Management, Microsoft Excel, Business Analysis, Team Leadership, Analysis, Management, Risk Management, Customer Service
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
Master, Finance
Loyola University Chicago 1984 — 1988
BBA, Accounting
The Bradford Exchange March 1991 - Present
Pannell Kerr Forster September 1989 - March 1991
Ernst & Young September 1988 - September 1989
Skills
Forecasting, Financial Reporting, Budgets, Sarbanes-Oxley Act, Auditing, GAAP, Financial Modeling, Process Improvement, Project Management, Microsoft Excel, Business Analysis, Team Leadership, Analysis, Management, Risk Management, Customer Service
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
Master, Finance
Loyola University Chicago 1984 — 1988
BBA, Accounting
ELLEN GROSSMAN's Pannell Kerr Forster Experience 1979 - 1984
Job Owner, ELLEN C GROSSMAN CPA CMA
Industry Accounting
Experience
ELLEN C GROSSMAN CPA CMA 1984 - Present
Cyma Systems 1984 - Present
Pannell Kerr Forster 1979 - 1984
Skills
Accounting, Tax, Income Tax, Financial Reporting, Tax Returns, Bookkeeping, Internal Controls, Transaction Advisory, Tax Services, Business Advisory, Tax Compliance, Tax Preparation, Individual Taxation, Quickbooks, S Corporations, Preparation, Transaction Services, Partnership Taxation, Accountants, Tax Return Preparation, Business Tax, Payroll, Small Business..., Sales Tax, Software Installation
Education
Rice University
The University of Texas at Dallas
BACHELOR OF SCIENCE, BUSINESS & PUBLIC ADMINISTRATION WITH CONCENTRATIONS IN ACCOUNTING, FINANCE AND ECONOMICS
ELLEN C GROSSMAN CPA CMA 1984 - Present
Cyma Systems 1984 - Present
Pannell Kerr Forster 1979 - 1984
Skills
Accounting, Tax, Income Tax, Financial Reporting, Tax Returns, Bookkeeping, Internal Controls, Transaction Advisory, Tax Services, Business Advisory, Tax Compliance, Tax Preparation, Individual Taxation, Quickbooks, S Corporations, Preparation, Transaction Services, Partnership Taxation, Accountants, Tax Return Preparation, Business Tax, Payroll, Small Business..., Sales Tax, Software Installation
Education
Rice University
The University of Texas at Dallas
BACHELOR OF SCIENCE, BUSINESS & PUBLIC ADMINISTRATION WITH CONCENTRATIONS IN ACCOUNTING, FINANCE AND ECONOMICS
Walter Schuppe's Pannell Kerr Forster Experience October 1981 - March 1984
Job Managing Director Special Assets Group
Industry Financial Services
Experience
CapitalSource Bank September 2008 - Present
CapitalSource Europe January 2007 - August 2008
CapitalSource September 2003 - December 2006
FleetCapital July 1996 - August 2003
Frozfuit June 2000 - November 2000
Homer D Bronson Company April 1994 - July 1996
Fleet Bank January 1990 - April 1994
Dai-Ichi Kangyo Bank October 1987 - January 1990
Citi March 1984 - October 1987
Pannell Kerr Forster October 1981 - March 1984
Skills
Middle Market, Asset Based Lending, Loans, Debt Restructuring, Commercial Lending, Financial Risk, Portfolio Management, Credit, Workout, Credit Risk, Finance, Risk Management, Restructuring, Banking, Corporate Finance, Credit Analysis, Leveraged Finance, Financial Structuring, Capital Markets, Commercial Finance, Investments, Cash Flow, Mezzanine, Equities, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Financial Modeling, Structured Finance, Commercial Banking, Investment Banking, Loan Origination, Cash Management, Asset Management, Treasury Management, Financial Analysis
Education
Hofstra University 1978 — 1981
BBA, Accounting
CapitalSource Bank September 2008 - Present
CapitalSource Europe January 2007 - August 2008
CapitalSource September 2003 - December 2006
FleetCapital July 1996 - August 2003
Frozfuit June 2000 - November 2000
Homer D Bronson Company April 1994 - July 1996
Fleet Bank January 1990 - April 1994
Dai-Ichi Kangyo Bank October 1987 - January 1990
Citi March 1984 - October 1987
Pannell Kerr Forster October 1981 - March 1984
Skills
Middle Market, Asset Based Lending, Loans, Debt Restructuring, Commercial Lending, Financial Risk, Portfolio Management, Credit, Workout, Credit Risk, Finance, Risk Management, Restructuring, Banking, Corporate Finance, Credit Analysis, Leveraged Finance, Financial Structuring, Capital Markets, Commercial Finance, Investments, Cash Flow, Mezzanine, Equities, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Financial Modeling, Structured Finance, Commercial Banking, Investment Banking, Loan Origination, Cash Management, Asset Management, Treasury Management, Financial Analysis
Education
Hofstra University 1978 — 1981
BBA, Accounting
Douglas Baraw's Pannell Kerr Forster Experience 1984 - 1987
Job Vice President of Finance and Accounting
Industry Medical Devices
Experience
Palomar Medical 1996 - November 2013
Inkadinkado, Inc. 1992 - 1996
Safer, Inc. 1987 - 1991
Pannell Kerr Forster 1984 - 1987
Leonard Silver Manfuacturing 1982 - 1984
Skills
SEC filings, Financial Analysis, Internal Controls, Accounting, Revenue Recognition, Start-ups, Budgets, Financial Modeling, Process Improvement, Financial Reporting, Analysis, Cross-functional Team..., Strategic Planning, Acquisition Integration, Business Planning
Education
Northeastern University 1980 — 1985
Bachelor of Science, Accounting
North Country Union 1976 — 1980
Palomar Medical 1996 - November 2013
Inkadinkado, Inc. 1992 - 1996
Safer, Inc. 1987 - 1991
Pannell Kerr Forster 1984 - 1987
Leonard Silver Manfuacturing 1982 - 1984
Skills
SEC filings, Financial Analysis, Internal Controls, Accounting, Revenue Recognition, Start-ups, Budgets, Financial Modeling, Process Improvement, Financial Reporting, Analysis, Cross-functional Team..., Strategic Planning, Acquisition Integration, Business Planning
Education
Northeastern University 1980 — 1985
Bachelor of Science, Accounting
North Country Union 1976 — 1980
William McLaughlin's Pannell Kerr Forster Experience October 1981 - November 1983
Job Director of Corporate Development
Industry Legal Services
Experience
Stevens & Lee December 2004 - Present
University of Pennsylvania September 1994 - September 2011
Dechert September 2000 - July 2003
PricewaterhouseCoopers 1985 - 1997
Pannell Kerr Forster October 1981 - November 1983
Education
Georgetown University 1976 — 1981
BSBA, Accounting
Stevens & Lee December 2004 - Present
University of Pennsylvania September 1994 - September 2011
Dechert September 2000 - July 2003
PricewaterhouseCoopers 1985 - 1997
Pannell Kerr Forster October 1981 - November 1983
Education
Georgetown University 1976 — 1981
BSBA, Accounting
Michael Wisner's Pannell Kerr Forster Experience September 1981 - December 1986
Job Financial Consultant at Various companies
Industry Hospitality
Experience
Various companies October 2014 - Present
Commune Hotels & Resorts/Joie de Vivre Hotels/Thompson Hotels March 2007 - September 2014
Harbor View Holdings January 1999 - February 2007
Tamalpais Hotel Services January 1987 - December 1998
Pannell Kerr Forster September 1981 - December 1986
Skills
Hospitality Industry, Hospitality Management, Hospitality, Hotels, Management, Hotel Management, Revenue Analysis, Yield Management, Front Office, Asset Management, Leadership, Capital Budgeting, Resorts, Property Management..., Strategic Planning, Budgets, Operations Management, Pre-opening, Due Diligence
Education
The University of South Dakota 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Various companies October 2014 - Present
Commune Hotels & Resorts/Joie de Vivre Hotels/Thompson Hotels March 2007 - September 2014
Harbor View Holdings January 1999 - February 2007
Tamalpais Hotel Services January 1987 - December 1998
Pannell Kerr Forster September 1981 - December 1986
Skills
Hospitality Industry, Hospitality Management, Hospitality, Hotels, Management, Hotel Management, Revenue Analysis, Yield Management, Front Office, Asset Management, Leadership, Capital Budgeting, Resorts, Property Management..., Strategic Planning, Budgets, Operations Management, Pre-opening, Due Diligence
Education
The University of South Dakota 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Jeff Magram's Pannell Kerr Forster Experience 1983 - 1989
Job Chief Operating Officer and CFO
Industry Newspapers
Experience
Herald Media, Inc. 2001 - Present
Boston Herald, Inc. 1995 - 2001
Boston Herald, Inc. 1989 - 1995
Pannell Kerr Forster 1983 - 1989
Skills
Publishing, Digital Media, Social Media Marketing, New Media, Advertising Sales, Management, Strategic Planning, Finance, Social Media, Leadership
Education
Michigan State University 1979 — 1983
BA Accounting
Herald Media, Inc. 2001 - Present
Boston Herald, Inc. 1995 - 2001
Boston Herald, Inc. 1989 - 1995
Pannell Kerr Forster 1983 - 1989
Skills
Publishing, Digital Media, Social Media Marketing, New Media, Advertising Sales, Management, Strategic Planning, Finance, Social Media, Leadership
Education
Michigan State University 1979 — 1983
BA Accounting
Diane Marquis, CPA's Pannell Kerr Forster Experience June 1985 - April 1988
Job CPA
Industry Accounting
Experience
Thoresen Diaby Helle Condon & Dodge, Inc. 2010 - Present
Bayerkohler & Graff, Ltd October 2007 - August 2009
Brunberg Blatt and Company September 2000 - September 2007
Superior Products Manufacturing Company August 1993 - November 1999
Superior Products Manufacturing Company April 1988 - August 1993
Pannell Kerr Forster June 1985 - April 1988
Skills
QuickBooks, Tax Preparation, Accounting, Tax, Tax Returns, Corporate Tax
Education
Minnesota State University, Mankato 1982 — 1985
BS, Accounting
Thoresen Diaby Helle Condon & Dodge, Inc. 2010 - Present
Bayerkohler & Graff, Ltd October 2007 - August 2009
Brunberg Blatt and Company September 2000 - September 2007
Superior Products Manufacturing Company August 1993 - November 1999
Superior Products Manufacturing Company April 1988 - August 1993
Pannell Kerr Forster June 1985 - April 1988
Skills
QuickBooks, Tax Preparation, Accounting, Tax, Tax Returns, Corporate Tax
Education
Minnesota State University, Mankato 1982 — 1985
BS, Accounting
Dennis Gorman's Pannell Kerr Forster Experience May 1969 - January 1973
Job OWNER at GORMAN & ASSOCIATES
Industry Accounting
Experience
GORMAN & ASSOCIATES Club treasurerRotary District 6450July 2014 - Present
Pannell Kerr Forster May 1969 - January 1973
Skills
Tax, Accounting, Small Business, Insurance, Financial Reporting, Strategic Planning, Financial Analysis, Tax Preparation, QuickBooks, Strategic Financial..., Budgets, Estate Planning, Management, Due Diligence
Education
Northern Illinois University
BS, accountancy
GORMAN & ASSOCIATES Club treasurerRotary District 6450July 2014 - Present
Pannell Kerr Forster May 1969 - January 1973
Skills
Tax, Accounting, Small Business, Insurance, Financial Reporting, Strategic Planning, Financial Analysis, Tax Preparation, QuickBooks, Strategic Financial..., Budgets, Estate Planning, Management, Due Diligence
Education
Northern Illinois University
BS, accountancy
David Lipinski's Pannell Kerr Forster Experience 1989 - 1993
Job Owner, David A. Lipinski, C.P.A., P.C.
Industry Accounting
Experience
David A. Lipinski, C.P.A., P.C. September 2006 - Present
Gaintner Bandler Reed 1996 - 1999
Kenneth Leventhal January 1993 - December 1994
Pannell Kerr Forster 1989 - 1993
Skills
Financial Reporting, Auditing, Tax Preparation, CPA, Management Consulting, Financial Statements, GAAP, Small Business, Sarbanes-Oxley Act, Accounting, US GAAP, QuickBooks, Due Diligence, Cash Flow, Strategic Planning, Financial Analysis, Internal Controls, Budgets, Tax, Leadership, General Ledger, Financial Accounting, SEC Filings, Management
Education
Arizona State University 1985 — 1989
B.S., Accounting
Tempe High School 1980 — 1984
David A. Lipinski, C.P.A., P.C. September 2006 - Present
Gaintner Bandler Reed 1996 - 1999
Kenneth Leventhal January 1993 - December 1994
Pannell Kerr Forster 1989 - 1993
Skills
Financial Reporting, Auditing, Tax Preparation, CPA, Management Consulting, Financial Statements, GAAP, Small Business, Sarbanes-Oxley Act, Accounting, US GAAP, QuickBooks, Due Diligence, Cash Flow, Strategic Planning, Financial Analysis, Internal Controls, Budgets, Tax, Leadership, General Ledger, Financial Accounting, SEC Filings, Management
Education
Arizona State University 1985 — 1989
B.S., Accounting
Tempe High School 1980 — 1984
Don Kruto's Pannell Kerr Forster Experience 1985 - 1990
Job VP Finance, Tax & Treasurer at APP Pharmaceuticals
Industry Hospital & Health Care
Experience
APP Pharmaceuticals March 2008 - Present
Executive Finance Consultant June 2006 - March 2008
Brunswick Corporation April 2004 - March 2005
Ernst and Young LLP January 1999 - March 2004
Anvan Companies 1992 - 1996
BDO Seidman, LLP 1990 - 1992
Pannell Kerr Forster 1985 - 1990
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting
Education
DePaul University 1982 — 1985
BS, Accounting
APP Pharmaceuticals March 2008 - Present
Executive Finance Consultant June 2006 - March 2008
Brunswick Corporation April 2004 - March 2005
Ernst and Young LLP January 1999 - March 2004
Anvan Companies 1992 - 1996
BDO Seidman, LLP 1990 - 1992
Pannell Kerr Forster 1985 - 1990
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting
Education
DePaul University 1982 — 1985
BS, Accounting
Tom Early's Pannell Kerr Forster Experience 1979 - 1983
Job EVP at Elderplan
Industry Insurance
Experience
Elderplan August 2012 - Present
Health Plus October 1994 - April 2012
Lutheran Medical Center/Sunset Park Family Health Center October 1994 - October 1999
St. Barnabas Hospital September 1983 - September 1994
Pannell Kerr Forster 1979 - 1983
Skills
Medicaid, Managed Care, Medicare, Health Insurance, Healthcare, Healthcare Management, Healthcare Consulting, HIPAA, Healthcare Industry, Insurance, Healthcare Information..., Network Development, Hospitals, Strategic Planning, Executive Management, Claim, Process Improvement, Provider Relations
Education
St. Francis College 1974 — 1978
Bachelor of Science, Accounting
Elderplan August 2012 - Present
Health Plus October 1994 - April 2012
Lutheran Medical Center/Sunset Park Family Health Center October 1994 - October 1999
St. Barnabas Hospital September 1983 - September 1994
Pannell Kerr Forster 1979 - 1983
Skills
Medicaid, Managed Care, Medicare, Health Insurance, Healthcare, Healthcare Management, Healthcare Consulting, HIPAA, Healthcare Industry, Insurance, Healthcare Information..., Network Development, Hospitals, Strategic Planning, Executive Management, Claim, Process Improvement, Provider Relations
Education
St. Francis College 1974 — 1978
Bachelor of Science, Accounting
NILANJANA RAKHIT's Pannell Kerr Forster Experience 1986 - 1988
Job Owner, NILANJANA RAKHIT, CPA
Industry Accounting
Experience
Nilanjana Rakhit, CPA PC 1999 - Present
The Monitor Company 1998 - 1999
The Boston Consulting Group 1988 - 1998
Pannell Kerr Forster 1986 - 1988
John Tyler & Associates 1985 - 1986
West Virginia Board of Banking 1981 - 1985
Aetna 1975 - 1980
Skills
Tax, Accounting, Finance, Financial Reporting, Due Diligence, Financial Analysis, Mergers & Acquisitions, Auditing, Corporate Financial..., CPA, Payroll, Income Tax, Accounting for Income..., Financial Modeling, GAAP, Financial Statements, Management, Start-ups, Revenue Recognition..., E & P (Separate and..., Teaching U.S. GAAP, Sub-Part F, IRS problem resolution, Oracle Database 10g: SQL, Financial Planning, Analysis, Sales Tax, Corporate Tax, Revenue Recognition, Partnership Tax Returns, High-Networth..., ProSystem fx and..., Tax Returns, V C Partnership Tax, Investment Partnership...
Education
Bentley University 1995 — 1997
Master of Taxation, International Tax, 3.7/4.0
West Virginia University College of Graduate Studies 1980 — 1981
Master of Business Administration (MBA), Accounting and Finance, 3.782/4.0
University of Hartford 1979 — 1980
Pursued Master of Business Administration, Studied Economics, Calculus, Financial Accounting, Management Accounting, Statistics and Marketing, 3.50
University of Calcutta
Bachelor of Arts (BA), English and Political Science
Nilanjana Rakhit, CPA PC 1999 - Present
The Monitor Company 1998 - 1999
The Boston Consulting Group 1988 - 1998
Pannell Kerr Forster 1986 - 1988
John Tyler & Associates 1985 - 1986
West Virginia Board of Banking 1981 - 1985
Aetna 1975 - 1980
Skills
Tax, Accounting, Finance, Financial Reporting, Due Diligence, Financial Analysis, Mergers & Acquisitions, Auditing, Corporate Financial..., CPA, Payroll, Income Tax, Accounting for Income..., Financial Modeling, GAAP, Financial Statements, Management, Start-ups, Revenue Recognition..., E & P (Separate and..., Teaching U.S. GAAP, Sub-Part F, IRS problem resolution, Oracle Database 10g: SQL, Financial Planning, Analysis, Sales Tax, Corporate Tax, Revenue Recognition, Partnership Tax Returns, High-Networth..., ProSystem fx and..., Tax Returns, V C Partnership Tax, Investment Partnership...
Education
Bentley University 1995 — 1997
Master of Taxation, International Tax, 3.7/4.0
West Virginia University College of Graduate Studies 1980 — 1981
Master of Business Administration (MBA), Accounting and Finance, 3.782/4.0
University of Hartford 1979 — 1980
Pursued Master of Business Administration, Studied Economics, Calculus, Financial Accounting, Management Accounting, Statistics and Marketing, 3.50
University of Calcutta
Bachelor of Arts (BA), English and Political Science
Pete Allan's Pannell Kerr Forster Experience December 1981 - August 1989
Job President, PD Associates
Industry Information Technology and Services
Experience
PD Associates January 1998 - Present
Navin Haffty & Associates November 2004 - April 2014
Cape Regional Medical Center August 1989 - September 1997
Pannell Kerr Forster December 1981 - August 1989
Skills
Administration, Accounting, Meditech, Healthcare IT, Revenue Cycle, Healthcare Information..., Healthcare Management, Hospital Revenue Cycle, Healthcare Consulting, Healthcare, Managed Care, Hospitals, Leadership, Revenue Cycle Management, Informatics, Healthcare Industry
Education
Rowan University 1976 — 1978
BA, Accounting
Roger Williams University 1974 — 1976
AS, Business Administration
PD Associates January 1998 - Present
Navin Haffty & Associates November 2004 - April 2014
Cape Regional Medical Center August 1989 - September 1997
Pannell Kerr Forster December 1981 - August 1989
Skills
Administration, Accounting, Meditech, Healthcare IT, Revenue Cycle, Healthcare Information..., Healthcare Management, Hospital Revenue Cycle, Healthcare Consulting, Healthcare, Managed Care, Hospitals, Leadership, Revenue Cycle Management, Informatics, Healthcare Industry
Education
Rowan University 1976 — 1978
BA, Accounting
Roger Williams University 1974 — 1976
AS, Business Administration
Phil Held's Pannell Kerr Forster Experience 1985 - 1991
Job CFO / VP Hotel Investments
Industry Real Estate
Experience
Oakbrook Companies 1992 - Present
BDO Seidman, LLP 1991 - 1992
Pannell Kerr Forster 1985 - 1991
Skills
Budgets, Financial Analysis, Financial Reporting, Accounts Payable, Forecasting, Financial Accounting, Accounting, Customer Service, Contract Negotiation, General Ledger, QuickBooks, Accounts Receivable, Cash Flow, Cash Management, Account Reconciliation, Due Diligence, Strategic Planning, Management
Education
Northern Illinois University 1976 — 1982
BS, Accounting, Finance
Northern Illinois University
Bachelor's degree, Accounting and Finance
Oakbrook Companies 1992 - Present
BDO Seidman, LLP 1991 - 1992
Pannell Kerr Forster 1985 - 1991
Skills
Budgets, Financial Analysis, Financial Reporting, Accounts Payable, Forecasting, Financial Accounting, Accounting, Customer Service, Contract Negotiation, General Ledger, QuickBooks, Accounts Receivable, Cash Flow, Cash Management, Account Reconciliation, Due Diligence, Strategic Planning, Management
Education
Northern Illinois University 1976 — 1982
BS, Accounting, Finance
Northern Illinois University
Bachelor's degree, Accounting and Finance
Carol Purcell's Pannell Kerr Forster Experience October 1980 - December 1983
Job Chief Financial Officer at Fordham Preparatory School
Industry Education Management
Experience
FORDHAM PREPARATORY SCHOOL October 2008 - Present
CAROL A. PURCELL, CPA September 2004 - October 2008
Carol A. Purcell October 2004 - January 2006
ROMAN CATHOLIC ARCHDIOCESE OF NEWARK December 1999 - September 2004
CATHEDRAL HEALTHCARE SYSTEM, INC April 1995 - December 1999
SCHONBRAUN SAFRIS STERNLEIB, LLP November 1993 - April 1995
PriceWaterhouse Coopers December 1983 - November 1993
PANNELL KERR FORSTER October 1980 - December 1983
Education
Montclair State University 1977 — 1980
B.S., Business Administration/Accounting
FORDHAM PREPARATORY SCHOOL October 2008 - Present
CAROL A. PURCELL, CPA September 2004 - October 2008
Carol A. Purcell October 2004 - January 2006
ROMAN CATHOLIC ARCHDIOCESE OF NEWARK December 1999 - September 2004
CATHEDRAL HEALTHCARE SYSTEM, INC April 1995 - December 1999
SCHONBRAUN SAFRIS STERNLEIB, LLP November 1993 - April 1995
PriceWaterhouse Coopers December 1983 - November 1993
PANNELL KERR FORSTER October 1980 - December 1983
Education
Montclair State University 1977 — 1980
B.S., Business Administration/Accounting
Yvonne Bailey's Pannell Kerr Forster Experience 1986 - 1990
Job Facilities Supervisor at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP February 2015 - Present
BDO Seidman, LLP May 2009 - Present
BDO Seidman, LLP July 1992 - Present
Pannell Kerr Forster 1986 - 1990
Skills
Public Speaking, Office Management, Human Resources, Outlook
Education
Governors State University
BA, Liberal Arts & Communications
BDO USA, LLP February 2015 - Present
BDO Seidman, LLP May 2009 - Present
BDO Seidman, LLP July 1992 - Present
Pannell Kerr Forster 1986 - 1990
Skills
Public Speaking, Office Management, Human Resources, Outlook
Education
Governors State University
BA, Liberal Arts & Communications
Ron Cunningham's Pannell Kerr Forster Experience 1985 - 1990
Job Experienced Mergers, Acquisitions, and TurnAround Executive
Industry Management Consulting
Experience
Exit Consulting Group 2012 - Present
MedfusionRx 2009 - 2011
Robbins Research International, Inc. 2007 - 2008
Credit Union Leasing of America 2005 - 2007
Metabolife 2004 - 2005
Latin eVentures 1999 - 2004
Baker and McKenzie 1996 - 1999
UGG Holdings, Inc. 1992 - 1996
Denver Nuggets 1990 - 1992
Pannell Kerr Forster 1985 - 1990
Skills
Certified Public..., Mergers, Business Development, Mergers & Acquisitions, Healthcare, Contract Negotiation, Start-ups, Management Consulting, Budgets, Strategic Partnerships, Forecasting, Finance, Sales, Management, Accounting, Business Planning, Negotiation
Education
Golden Gate University 1976 — 1980
MBA
University of Arizona 1970 — 1975
BSBA, Accounting
Exit Consulting Group 2012 - Present
MedfusionRx 2009 - 2011
Robbins Research International, Inc. 2007 - 2008
Credit Union Leasing of America 2005 - 2007
Metabolife 2004 - 2005
Latin eVentures 1999 - 2004
Baker and McKenzie 1996 - 1999
UGG Holdings, Inc. 1992 - 1996
Denver Nuggets 1990 - 1992
Pannell Kerr Forster 1985 - 1990
Skills
Certified Public..., Mergers, Business Development, Mergers & Acquisitions, Healthcare, Contract Negotiation, Start-ups, Management Consulting, Budgets, Strategic Partnerships, Forecasting, Finance, Sales, Management, Accounting, Business Planning, Negotiation
Education
Golden Gate University 1976 — 1980
MBA
University of Arizona 1970 — 1975
BSBA, Accounting
Robert J. McNeill's Pannell Kerr Forster Experience 1980 - 1983
Job Owner, Robert J. McNeill, CPA
Industry Accounting
Experience
Robert J. McNeill, CPA January 1995 - Present
Lynnfield Little League January 1997 - December 2003
Parent Kiley and Naffah 1987 - 1995
Systems Automation 1985 - 1987
Deloitte 1983 - 1985
Pannell Kerr Forster 1980 - 1983
Skills
Financial Reporting, Tax, Preparation, Planning, Financial Planning, Tax Preparation, Strategic Financial...
Education
Suffolk University 1976 — 1980
BSBA, Accounting
Robert J. McNeill, CPA January 1995 - Present
Lynnfield Little League January 1997 - December 2003
Parent Kiley and Naffah 1987 - 1995
Systems Automation 1985 - 1987
Deloitte 1983 - 1985
Pannell Kerr Forster 1980 - 1983
Skills
Financial Reporting, Tax, Preparation, Planning, Financial Planning, Tax Preparation, Strategic Financial...
Education
Suffolk University 1976 — 1980
BSBA, Accounting
Mark S. Beadle, CHA's Pannell Kerr Forster Experience 1978 - 1982
Job Hotel Broker at HTL Hospitality Advisors
Industry Hospitality
Experience
HTL Hospitality Advisors 1995 - Present
Bass Hotels & Resorts (currently InterContinental Hotels Group) 1990 - 1995
O'Neil Devleopments Inc. 1984 - 1989
Lodging Systems Inc. 1982 - 1984
Pannell Kerr Forster 1978 - 1982
Stouffer's and Sheraton Hotel Corporations 1974 - 1978
Education
Georgia State University - J. Mack Robinson College of Business
MS, Real Estate
Michigan State University
BS, Hotel, Restaurant and Institutional Management
HTL Hospitality Advisors 1995 - Present
Bass Hotels & Resorts (currently InterContinental Hotels Group) 1990 - 1995
O'Neil Devleopments Inc. 1984 - 1989
Lodging Systems Inc. 1982 - 1984
Pannell Kerr Forster 1978 - 1982
Stouffer's and Sheraton Hotel Corporations 1974 - 1978
Education
Georgia State University - J. Mack Robinson College of Business
MS, Real Estate
Michigan State University
BS, Hotel, Restaurant and Institutional Management
Diane Yep's Pannell Kerr Forster Experience 1982 - 1988
Job Real Estate Investments at C.V. Starr & Co., Inc.
Industry Real Estate
Experience
C.V. Starr & Co., Inc. 2007 - Present
AIG Global Real Estate 1995 - 2006
AIG Investments 1995 - 2006
Home Savings of America 1988 - 1994
Pannell Kerr Forster 1982 - 1988
Economics Research Associates 1979 - 1982
Education
University of California, Los Angeles
BA
C.V. Starr & Co., Inc. 2007 - Present
AIG Global Real Estate 1995 - 2006
AIG Investments 1995 - 2006
Home Savings of America 1988 - 1994
Pannell Kerr Forster 1982 - 1988
Economics Research Associates 1979 - 1982
Education
University of California, Los Angeles
BA
Nancy Washeba-McWhirter's Pannell Kerr Forster Experience January 1984 - December 1987
Job Principal at Romito,Tomasetti & Associates, P.C.
Industry Accounting
Experience
Romito,Tomasetti & Associates, P.C. June 1989 - Present
Price Waterhouse Coopers January 1987 - April 1989
Pannell Kerr Forster January 1984 - December 1987
Skills
Tax consultant for..., ERISA specialist, Tax specialist for..., Small business tax and..., Accounting, Strategic Planning, Entrepreneurship, Internal Controls, Auditing, SEC filings, Financial Analysis, Financial Reporting, Revenue Recognition, QuickBooks, Financial Accounting, Bookkeeping, Sarbanes-Oxley Act, CPA, SEC Filings, Tax, GAAP, Mergers & Acquisitions, Budgets, Financial Statements, Income Tax, Tax Preparation, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1996
MST, Taxation
Northeastern University 1983 — 1988
BSBA, Business
Peabody Veterans Memorial High 1980 — 1983
BSBA, Accounting and Business/Management
Romito,Tomasetti & Associates, P.C. June 1989 - Present
Price Waterhouse Coopers January 1987 - April 1989
Pannell Kerr Forster January 1984 - December 1987
Skills
Tax consultant for..., ERISA specialist, Tax specialist for..., Small business tax and..., Accounting, Strategic Planning, Entrepreneurship, Internal Controls, Auditing, SEC filings, Financial Analysis, Financial Reporting, Revenue Recognition, QuickBooks, Financial Accounting, Bookkeeping, Sarbanes-Oxley Act, CPA, SEC Filings, Tax, GAAP, Mergers & Acquisitions, Budgets, Financial Statements, Income Tax, Tax Preparation, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1996
MST, Taxation
Northeastern University 1983 — 1988
BSBA, Business
Peabody Veterans Memorial High 1980 — 1983
BSBA, Accounting and Business/Management
Peter A. Griffith's Pannell Kerr Forster Experience 1985 - 1987
Job Partner & Managing Director, Whitestone Realty Capital, LLC
Industry Real Estate
Experience
Whitestone Realty Capital, LLC January 2000 - Present
Global Energy Advisors, LLC January 2003 - January 2011
Griffith Group International 1992 - 2000
Guest Quarters Suites Hotels 1989 - 1992
Laventhol & Horwath 1987 - 1989
Pannell Kerr Forster 1985 - 1987
Mariner Hotel Corporation 1981 - 1985
Skills
Mergers & Acquisitions, Due Diligence, Management, Real Estate Development, Strategy, Contract Negotiation, Strategic Planning, Real Estate, Business Development, Investments
Education
Cornell University 1971 — 1974
BS, Business Administration
Gettysburg College 1966 — 1970
BS, Clinical Psychology
Whitestone Realty Capital, LLC January 2000 - Present
Global Energy Advisors, LLC January 2003 - January 2011
Griffith Group International 1992 - 2000
Guest Quarters Suites Hotels 1989 - 1992
Laventhol & Horwath 1987 - 1989
Pannell Kerr Forster 1985 - 1987
Mariner Hotel Corporation 1981 - 1985
Skills
Mergers & Acquisitions, Due Diligence, Management, Real Estate Development, Strategy, Contract Negotiation, Strategic Planning, Real Estate, Business Development, Investments
Education
Cornell University 1971 — 1974
BS, Business Administration
Gettysburg College 1966 — 1970
BS, Clinical Psychology
Anthony Sciacca's Pannell Kerr Forster Experience October 1982 - June 1985
Job CFO Controller at Chadwick Service Company
Industry Real Estate
Experience
Chadwick Service Company May 2015 - Present
Sora Northeast Development, LLC June 2014 - May 2015
D'anastasio Corp October 1992 - June 2014
Anthony J Sciacca, CPA April 1991 - October 1992
FLTWD Realty May 1987 - April 1991
Block Drug Company January 1986 - May 1987
Rovi Properties June 1985 - December 1985
PANNELL KERR FORSTER October 1982 - June 1985
Skills
Financial Analysis, Cash Flow, Real Estate Development, Accounting, Cost Accounting, Forecasting, Budgets, Account Reconciliation, Auditing, Real Estate, General Ledger, Financial Reporting, Internal Controls, Income taxes, Microsoft Office, Accounts Receivable, Accounts Payable, Project Finance, Strategic Planning
Education
Iona College 1978 — 1982
Bachelor of Business Administration (B.B.A.), Major - Accounting Minors in Mathematics and Computer Science, Cum Laude
Chadwick Service Company May 2015 - Present
Sora Northeast Development, LLC June 2014 - May 2015
D'anastasio Corp October 1992 - June 2014
Anthony J Sciacca, CPA April 1991 - October 1992
FLTWD Realty May 1987 - April 1991
Block Drug Company January 1986 - May 1987
Rovi Properties June 1985 - December 1985
PANNELL KERR FORSTER October 1982 - June 1985
Skills
Financial Analysis, Cash Flow, Real Estate Development, Accounting, Cost Accounting, Forecasting, Budgets, Account Reconciliation, Auditing, Real Estate, General Ledger, Financial Reporting, Internal Controls, Income taxes, Microsoft Office, Accounts Receivable, Accounts Payable, Project Finance, Strategic Planning
Education
Iona College 1978 — 1982
Bachelor of Business Administration (B.B.A.), Major - Accounting Minors in Mathematics and Computer Science, Cum Laude
Carol Rogers-Jack's Pannell Kerr Forster Experience January 1994 - August 1995
Job Director, Business Support at Veolia North America
Industry Environmental Services
Experience
Veolia North America 2014 - Present
Veolia Water North America 2006 - 2014
Veolia Water Enerserve 2000 - 2006
Dosoe Accounting/AAT 1999 - 2001
KPMG 1998 - 2000
DHL Express August 1995 - February 1998
Pannell Kerr Forster January 1994 - August 1995
Skills
Sarbanes-Oxley Act, Financial Analysis, Managerial Finance, Financial Reporting, Auditing, Financial Audits, Payroll, Tax, Strategic Planning, Management, Mergers & Acquisitions, Financial Modeling, Finance, Cash Flow, Budgets, Accounting, Consolidation, Internal Controls, Financial Accounting, Due Diligence, Strategic Financial..., Financial Statements, Analysis, Business Process
Education
University of Manchester - Manchester Business School
MBA
Birmingham City University
ACCA, Accounting & FInance
Veolia North America 2014 - Present
Veolia Water North America 2006 - 2014
Veolia Water Enerserve 2000 - 2006
Dosoe Accounting/AAT 1999 - 2001
KPMG 1998 - 2000
DHL Express August 1995 - February 1998
Pannell Kerr Forster January 1994 - August 1995
Skills
Sarbanes-Oxley Act, Financial Analysis, Managerial Finance, Financial Reporting, Auditing, Financial Audits, Payroll, Tax, Strategic Planning, Management, Mergers & Acquisitions, Financial Modeling, Finance, Cash Flow, Budgets, Accounting, Consolidation, Internal Controls, Financial Accounting, Due Diligence, Strategic Financial..., Financial Statements, Analysis, Business Process
Education
University of Manchester - Manchester Business School
MBA
Birmingham City University
ACCA, Accounting & FInance
Sharad Jain's Pannell Kerr Forster Experience August 1979 - July 1983
Job Partner, PricewaterhouseCoopers
Industry Automotive
Experience
PricewaterhouseCoopers September 1986 - Present
Deloitte Haskins & Sells September 1983 - July 1986
Pannell Kerr Forster August 1979 - July 1983
Skills
Sarbanes-Oxley Act, External Audit, Private Equity, Risk Management, Financial Reporting, Mergers & Acquisitions, US GAAP, CPA, Financial Accounting, Auditing, Financial Analysis, Big 4, SEC filings, Corporate Tax, Internal Controls, Due Diligence, IFRS, Internal Audit, Restructuring, Management Consulting, Assurance, Accounting
Education
Institute of Chartered Accountants in England and Wales 1979 — 1983
FCA, Accounting and Auditing
Modern School 1971 — 1976
PricewaterhouseCoopers September 1986 - Present
Deloitte Haskins & Sells September 1983 - July 1986
Pannell Kerr Forster August 1979 - July 1983
Skills
Sarbanes-Oxley Act, External Audit, Private Equity, Risk Management, Financial Reporting, Mergers & Acquisitions, US GAAP, CPA, Financial Accounting, Auditing, Financial Analysis, Big 4, SEC filings, Corporate Tax, Internal Controls, Due Diligence, IFRS, Internal Audit, Restructuring, Management Consulting, Assurance, Accounting
Education
Institute of Chartered Accountants in England and Wales 1979 — 1983
FCA, Accounting and Auditing
Modern School 1971 — 1976
Walter Meyer's Pannell Kerr Forster Experience 1980 - 1982
Job Tax Executive Director at EY
Industry Accounting
Experience
EY July 1986 - Present
Grant Thornton LLP 1982 - 1986
Pannell Kerr Forster 1980 - 1982
Lannon, Richards & Company 1978 - 1980
Skills
Corporate Tax, Business Planning, CPA, Due Diligence, Tax, Accounting, Mergers & Acquisitions, Financial Reporting, Tax Research, Financial Accounting, GAAP, Sarbanes-Oxley Act, Tax Accounting, Auditing, Internal Controls, International Tax
Education
Bentley University 1979 — 1984
MST, Taxation
Merrimack College 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
EY July 1986 - Present
Grant Thornton LLP 1982 - 1986
Pannell Kerr Forster 1980 - 1982
Lannon, Richards & Company 1978 - 1980
Skills
Corporate Tax, Business Planning, CPA, Due Diligence, Tax, Accounting, Mergers & Acquisitions, Financial Reporting, Tax Research, Financial Accounting, GAAP, Sarbanes-Oxley Act, Tax Accounting, Auditing, Internal Controls, International Tax
Education
Bentley University 1979 — 1984
MST, Taxation
Merrimack College 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
Colleen Blumenthal's Pannell Kerr Forster Experience February 1988 - July 1990
Job Managing Partner at HealthTrust, LLC
Industry Real Estate
Experience
HEALTHTRUST LLC January 2003 - Present
PRICEWATERHOUSECOOPERS LLP January 1999 - January 2002
GULF/ATLANTIC VALUATION SERVICES, INC January 1994 - January 1999
PARDUE, HEID, CHURCH January 1992 - January 1994
Healthcare & Retirement Real Estate Valuation & Market Studies January 1990 - January 1992
PANNELL KERR FORSTER February 1988 - July 1990
Skills
Real Estate Economics, Affordable Housing, Appraisals, Market Research, Retirement Homes, Leadership, Management, Real Estate Development, Hospitals, Financial Modeling, Asset Managment, Investments, Healthcare, Portfolio Management, Due Diligence, Valuation, Loans, Investment Properties, Long-term Care, Private Equity, Mergers & Acquisitions, Disposition, Seniors Housing, Thought Leadership, Real Estate, Commercial Real Estate, Analysis, Residential Homes, Seniors, Real Estate Financing, Brokerage, Location Intelligence, Real Estate Transactions, Acquisitions, Asset Management, Land Acquisition, Market Analysis
Education
University of Denver 1984 — 1987
Bachelor of Science, Business Administration
HEALTHTRUST LLC January 2003 - Present
PRICEWATERHOUSECOOPERS LLP January 1999 - January 2002
GULF/ATLANTIC VALUATION SERVICES, INC January 1994 - January 1999
PARDUE, HEID, CHURCH January 1992 - January 1994
Healthcare & Retirement Real Estate Valuation & Market Studies January 1990 - January 1992
PANNELL KERR FORSTER February 1988 - July 1990
Skills
Real Estate Economics, Affordable Housing, Appraisals, Market Research, Retirement Homes, Leadership, Management, Real Estate Development, Hospitals, Financial Modeling, Asset Managment, Investments, Healthcare, Portfolio Management, Due Diligence, Valuation, Loans, Investment Properties, Long-term Care, Private Equity, Mergers & Acquisitions, Disposition, Seniors Housing, Thought Leadership, Real Estate, Commercial Real Estate, Analysis, Residential Homes, Seniors, Real Estate Financing, Brokerage, Location Intelligence, Real Estate Transactions, Acquisitions, Asset Management, Land Acquisition, Market Analysis
Education
University of Denver 1984 — 1987
Bachelor of Science, Business Administration
Mitch Gleeman's Pannell Kerr Forster Experience January 1986 - December 1987
Job Senior Financial Reporting and Budget Analyst at Asset Marketing Services, LLC
Industry Retail
Experience
Asset Marketing Services, LLC 1989 - Present
Church & Dwight, Co., Inc. January 1988 - October 1989
Pannell Kerr Forster January 1986 - December 1987
Goldfein Silverman & Olson August 1983 - November 1985
Skills
Forecasting, Budgets, Accounting, Financial Analysis, Microsoft Excel, Process Improvement, Analysis, Inventory Management, Finance, Leadership, Mergers & Acquisitions
Education
University of Minnesota-Twin Cities
Bachelor of Science in Business, Accounting
Asset Marketing Services, LLC 1989 - Present
Church & Dwight, Co., Inc. January 1988 - October 1989
Pannell Kerr Forster January 1986 - December 1987
Goldfein Silverman & Olson August 1983 - November 1985
Skills
Forecasting, Budgets, Accounting, Financial Analysis, Microsoft Excel, Process Improvement, Analysis, Inventory Management, Finance, Leadership, Mergers & Acquisitions
Education
University of Minnesota-Twin Cities
Bachelor of Science in Business, Accounting
Steven Templeton's Pannell Kerr Forster Experience 1977 - 1984
Job President at Templeton & Company
Industry Accounting
Experience
Templeton & Company March 1990 - Present
Coopers & Lybrand 1984 - 1990
Pannell Kerr Forster 1977 - 1984
Skills
CPA, Microsoft Dynamics, Financial Reporting, Accounting, Forensic Accounting, SEC filings, Business Valuation, Financial Accounting, Tax, Mergers & Acquisitions, Auditing, Due Diligence, ERP, Executive Management, Business Process..., Tax Accounting, Great Plains Software, Business Intelligence, Financial Analysis, Budgets, Business Process, Business Analysis, Management Consulting
Education
Florida State University 1972 — 1974
Bachelor of Science, Accounting
Templeton & Company March 1990 - Present
Coopers & Lybrand 1984 - 1990
Pannell Kerr Forster 1977 - 1984
Skills
CPA, Microsoft Dynamics, Financial Reporting, Accounting, Forensic Accounting, SEC filings, Business Valuation, Financial Accounting, Tax, Mergers & Acquisitions, Auditing, Due Diligence, ERP, Executive Management, Business Process..., Tax Accounting, Great Plains Software, Business Intelligence, Financial Analysis, Budgets, Business Process, Business Analysis, Management Consulting
Education
Florida State University 1972 — 1974
Bachelor of Science, Accounting
Sarah Villeneuve, ISHC's Pannell Kerr Forster Experience 1983 - 1991
Job Owner, Impact Hospitality Consulting, LLC
Industry Hospitality
Experience
Impact Hospitality Consulting, LLC 1994 - Present
Gloodt Associates 1991 - 1994
Pannell Kerr Forster 1983 - 1991
Skills
Resorts, Hospitality Management, Hospitality, Hotels, Revenue Analysis, Hotel Management, Food & Beverage, Hospitality Industry, Restaurants, Menu Development, Restaurant Management, Tourism, Pre-opening, Catering
Education
Michigan State University 1976 — 1980
B.A., Hotel & Restaurant Management
The Culinary Institute of America 1980 — 1982
AOS, Culinary Arts
Impact Hospitality Consulting, LLC 1994 - Present
Gloodt Associates 1991 - 1994
Pannell Kerr Forster 1983 - 1991
Skills
Resorts, Hospitality Management, Hospitality, Hotels, Revenue Analysis, Hotel Management, Food & Beverage, Hospitality Industry, Restaurants, Menu Development, Restaurant Management, Tourism, Pre-opening, Catering
Education
Michigan State University 1976 — 1980
B.A., Hotel & Restaurant Management
The Culinary Institute of America 1980 — 1982
AOS, Culinary Arts
Yvonne Bailey's Pannell Kerr Forster Experience 1986 - 1991
Job Facilites Supervisor
Industry Accounting
Experience
Toastmasters International July 2014 - Present
BDO USA, LLP July 1992 - Present
Pannell Kerr Forster 1986 - 1991
US Navy 1980 - 1986
Skills
Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Leadership Development, Outlook, PowerPoint, System Administration, Event Planning, Training, Budgets, Event Management, Administration, Administrative..., Fundraising, Team Building, Leadership, Nonprofits, Time Management
Education
Governors State University
Bachelor of Arts, Liberal Arts/Communications
Toastmasters International July 2014 - Present
BDO USA, LLP July 1992 - Present
Pannell Kerr Forster 1986 - 1991
US Navy 1980 - 1986
Skills
Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Leadership Development, Outlook, PowerPoint, System Administration, Event Planning, Training, Budgets, Event Management, Administration, Administrative..., Fundraising, Team Building, Leadership, Nonprofits, Time Management
Education
Governors State University
Bachelor of Arts, Liberal Arts/Communications
John Spina's Pannell Kerr Forster Experience 1982 - 1984
Job SVP & Corporate Controller at Aerogroup International
Industry Wholesale
Experience
Aerosoles 2002 - Present
Clear Channel Entertainment 1998 - 2002
Filofax 1995 - 1997
Waldenbooks 1989 - 1994
Burndy Corporation 1986 - 1989
Price Waterhouse 1984 - 1986
Pannell Kerr Forster 1982 - 1984
Education
University of Bridgeport 1987 — 1989
MBA, Business Management
Hofstra University 1976 — 1980
BBA, Public Accounting
Aerosoles 2002 - Present
Clear Channel Entertainment 1998 - 2002
Filofax 1995 - 1997
Waldenbooks 1989 - 1994
Burndy Corporation 1986 - 1989
Price Waterhouse 1984 - 1986
Pannell Kerr Forster 1982 - 1984
Education
University of Bridgeport 1987 — 1989
MBA, Business Management
Hofstra University 1976 — 1980
BBA, Public Accounting
Patricia Downing's Pannell Kerr Forster Experience 1981 - 1984
Job Controller at Dallas Athletic Club
Industry Hospitality
Experience
Dallas Athletic Club 1992 - Present
First United Methodist Church Heath 2002 - 2013
Oak Ridge Country Club 1988 - 1991
Club Development Interests 1986 - 1988
Main Hurdman/KPMG 1984 - 1986
Pannell Kerr Forster 1981 - 1984
Branch, Orcutt, Kirkpatrick & Criswell/Pannell Kerr Forster 1975 - 1981
Skills
Microsoft Office, Accounts Payable, Missions, Volunteering, Internal Controls, Budgets, Microsoft Excel, Microsoft Word, Financial Reporting, General Ledger, Christian Ministry, Accounting, QuickBooks, Financial Analysis, Accounts Receivable, Auditing, Customer Service, Financial Accounting, Sarbanes-Oxley Act, Forecasting, Strategic Planning, Account Reconciliation, Financial Statements, Variance Analysis, Hospitality, Strategic Financial..., Finance, P&L
Education
University of North Texas 1981 — 1984
MS, BS, Accounting
Dallas Athletic Club 1992 - Present
First United Methodist Church Heath 2002 - 2013
Oak Ridge Country Club 1988 - 1991
Club Development Interests 1986 - 1988
Main Hurdman/KPMG 1984 - 1986
Pannell Kerr Forster 1981 - 1984
Branch, Orcutt, Kirkpatrick & Criswell/Pannell Kerr Forster 1975 - 1981
Skills
Microsoft Office, Accounts Payable, Missions, Volunteering, Internal Controls, Budgets, Microsoft Excel, Microsoft Word, Financial Reporting, General Ledger, Christian Ministry, Accounting, QuickBooks, Financial Analysis, Accounts Receivable, Auditing, Customer Service, Financial Accounting, Sarbanes-Oxley Act, Forecasting, Strategic Planning, Account Reconciliation, Financial Statements, Variance Analysis, Hospitality, Strategic Financial..., Finance, P&L
Education
University of North Texas 1981 — 1984
MS, BS, Accounting
Matt Frankos's Pannell Kerr Forster Experience January 2009 - April 2009
Job Accounting Manager & Finance Professional
Industry Accounting
Experience
Vinculums Services, Inc. June 2010 - January 2015
Vinculums Services, Inc. June 2010 - June 2011
Pannell Kerr Forster January 2009 - April 2009
WCO, Inc. July 2004 - February 2008
The Irvine Company May 2003 - July 2004
The Irvine Company February 2003 - May 2003
MemorialCare Medical Group (formerly Bristol Park Medical Group) May 1994 - August 2000
Skills
Leadership, Financial Reporting, Accout Reconciliations, General Ledger, Journal Entries, Month End Close, Variance Analysis, Department Budgeting, Forecasting, Streamlining Operations, Process Improvement, Allocations, Credit Cards, Debit Cards, Revenue Recognition, Expense Reports, Internal Controls, Accounts Receivable, Accounts Payable, Collections, Banking, Multi-State Sales Tax, 1099 Preparation, Property Tax, Fixed Assets, Chart of Accounts, Financial Statements, Microsoft Excel, Management, Payroll, Financial Analysis, Budgets, Accounting
Education
San Diego State University-California State University 2007 — 2009
Master of Science, Accountancy
San Diego State University-California State University 2000 — 2002
Bachelor of Arts, Public Administration
Vinculums Services, Inc. June 2010 - January 2015
Vinculums Services, Inc. June 2010 - June 2011
Pannell Kerr Forster January 2009 - April 2009
WCO, Inc. July 2004 - February 2008
The Irvine Company May 2003 - July 2004
The Irvine Company February 2003 - May 2003
MemorialCare Medical Group (formerly Bristol Park Medical Group) May 1994 - August 2000
Skills
Leadership, Financial Reporting, Accout Reconciliations, General Ledger, Journal Entries, Month End Close, Variance Analysis, Department Budgeting, Forecasting, Streamlining Operations, Process Improvement, Allocations, Credit Cards, Debit Cards, Revenue Recognition, Expense Reports, Internal Controls, Accounts Receivable, Accounts Payable, Collections, Banking, Multi-State Sales Tax, 1099 Preparation, Property Tax, Fixed Assets, Chart of Accounts, Financial Statements, Microsoft Excel, Management, Payroll, Financial Analysis, Budgets, Accounting
Education
San Diego State University-California State University 2007 — 2009
Master of Science, Accountancy
San Diego State University-California State University 2000 — 2002
Bachelor of Arts, Public Administration
Larry Burnell's Pannell Kerr Forster Experience 1978 - 1988
Job Chief Operating Officer & Vice Chairman at White Lodging Services
Industry Hospitality
Experience
White Lodging Services November 1992 - May 2003
Anvan Companies 1988 - 1992
Pannell Kerr Forster 1978 - 1988
Skills
Certified Public..., Board of...
Education
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
White Lodging Services November 1992 - May 2003
Anvan Companies 1988 - 1992
Pannell Kerr Forster 1978 - 1988
Skills
Certified Public..., Board of...
Education
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
Frank Lyle's Pannell Kerr Forster Experience July 1989 - March 1992
Job Chief Financial Officer at Applied Resources, Inc.
Industry Defense & Space
Experience
Applied Resources, Inc. May 1997 - Present
GRC International, Inc. October 1995 - May 1997
Robbins-Gioia, Inc. March 1992 - September 1995
Pannell Kerr Forster July 1989 - March 1992
Pannell Kerr Forster June 1984 - June 1989
Skills
CPA, Financial Reporting, Financial Analysis, Budgets, Accounting, Federal Government..., Cost Accounting, Corporate Tax Planning, Employee Benefits..., Qualified Retirement..., Managerial Finance, Security Clearance, Human Resources..., Strategic Planning
Education
George Mason University 1979 — 1984
Bachelor of Science (B.S.), Business Administration With Accounting Concentration
Applied Resources, Inc. May 1997 - Present
GRC International, Inc. October 1995 - May 1997
Robbins-Gioia, Inc. March 1992 - September 1995
Pannell Kerr Forster July 1989 - March 1992
Pannell Kerr Forster June 1984 - June 1989
Skills
CPA, Financial Reporting, Financial Analysis, Budgets, Accounting, Federal Government..., Cost Accounting, Corporate Tax Planning, Employee Benefits..., Qualified Retirement..., Managerial Finance, Security Clearance, Human Resources..., Strategic Planning
Education
George Mason University 1979 — 1984
Bachelor of Science (B.S.), Business Administration With Accounting Concentration
Mark Bogen's Pannell Kerr Forster Experience 1981 - 1989
Job Senior VP & CFO at South Nassau Communities Hospital
Industry Hospital & Health Care
Experience
South Nassau Communities Hospital April 2012 - Present
South Nassau Communities Hospital January 2008 - March 2012
BESLER Consulting 2004 - 2007
Bogen Consulting Group 1997 - 2004
Preferred Health Network 1991 - 1996
Deloitte and Touche 1989 - 1991
Pannell Kerr Forster 1981 - 1989
SUNY Downstate 1976 - 1980
Skills
Revenue Cycle, Healthcare, Healthcare Management, Hospitals, Medicare, Managed Care, Healthcare Information..., Medicaid, HIPAA, Healthcare Consulting, Financial Analysis, Revenue Cycle Management, Accounting, Budgets, Financial Reporting, Healthcare Industry, Strategic Planning, Medical Billing, EMR, Mergers, Data Analysis, Community Hospitals, Physicians, Leadership, EHR, Practice Management, Physician Relations, Informatics, Quality Improvement, Mergers & Acquisitions, Health Information..., Medical Coding, Process Improvement, Management, Executive Management, Auditing, Finance
Education
University at Buffalo 1973 — 1977
BS, Accounting
South Shore High School 1970 — 1973
South Nassau Communities Hospital April 2012 - Present
South Nassau Communities Hospital January 2008 - March 2012
BESLER Consulting 2004 - 2007
Bogen Consulting Group 1997 - 2004
Preferred Health Network 1991 - 1996
Deloitte and Touche 1989 - 1991
Pannell Kerr Forster 1981 - 1989
SUNY Downstate 1976 - 1980
Skills
Revenue Cycle, Healthcare, Healthcare Management, Hospitals, Medicare, Managed Care, Healthcare Information..., Medicaid, HIPAA, Healthcare Consulting, Financial Analysis, Revenue Cycle Management, Accounting, Budgets, Financial Reporting, Healthcare Industry, Strategic Planning, Medical Billing, EMR, Mergers, Data Analysis, Community Hospitals, Physicians, Leadership, EHR, Practice Management, Physician Relations, Informatics, Quality Improvement, Mergers & Acquisitions, Health Information..., Medical Coding, Process Improvement, Management, Executive Management, Auditing, Finance
Education
University at Buffalo 1973 — 1977
BS, Accounting
South Shore High School 1970 — 1973
mike schurer's Pannell Kerr Forster Experience 1984 - 1987
Job CFO at Thor Equities
Industry Real Estate
Experience
Thor Equities January 2008 - Present
Lightstone Group 2005 - 2007
Grand Heritage Hotel Group 2004 - 2005
Humphrey Hospitality Trust 2001 - 2004
Crown Golf Properties 1997 - 2001
Marriott Vacation Club International 1993 - 1997
Marriott International 1989 - 1993
Ernst & Young 1987 - 1989
Pannell Kerr Forster 1984 - 1987
Skills
Real Estate Economics, Disposition, Due Diligence, Real Estate Development, Real Estate, Real Estate Private..., Valuation, Asset Management, Real Estate Transactions, Real Estate Financing, Leases
Education
Rutgers University 1980 — 1984
BA, Accounting
Thor Equities January 2008 - Present
Lightstone Group 2005 - 2007
Grand Heritage Hotel Group 2004 - 2005
Humphrey Hospitality Trust 2001 - 2004
Crown Golf Properties 1997 - 2001
Marriott Vacation Club International 1993 - 1997
Marriott International 1989 - 1993
Ernst & Young 1987 - 1989
Pannell Kerr Forster 1984 - 1987
Skills
Real Estate Economics, Disposition, Due Diligence, Real Estate Development, Real Estate, Real Estate Private..., Valuation, Asset Management, Real Estate Transactions, Real Estate Financing, Leases
Education
Rutgers University 1980 — 1984
BA, Accounting
Marcy Cook's Pannell Kerr Forster Experience 1989 - 1992
Job CPA at Omlin, Gunning & Associates
Industry Accounting
Experience
Omlin, Gunning & Associates 1996 - Present
Engel & Associates, CPAs 1992 - 1996
Pannell Kerr Forster 1989 - 1992
Skills
LLC's and S-corporations, Construction Accounting, state taxation, Income Tax, US Tax, Partnership Taxation, Tax Returns, Tax Accounting, Corporate Tax, Tax Preparation, Bookkeeping, Sales Tax, QuickBooks, S Corporations, Accounting, Tax Research
Education
Boise State University 1985 — 1987
BBA, Accounting
Omlin, Gunning & Associates 1996 - Present
Engel & Associates, CPAs 1992 - 1996
Pannell Kerr Forster 1989 - 1992
Skills
LLC's and S-corporations, Construction Accounting, state taxation, Income Tax, US Tax, Partnership Taxation, Tax Returns, Tax Accounting, Corporate Tax, Tax Preparation, Bookkeeping, Sales Tax, QuickBooks, S Corporations, Accounting, Tax Research
Education
Boise State University 1985 — 1987
BBA, Accounting
Patrick J. Riley, MAI's Pannell Kerr Forster Experience January 1988 - January 1991
Job President at Riley Real Estate, Inc.
Industry Commercial Real Estate
Experience
Riley Real Estate, Inc. January 1992 - Present
Riley Hospitality, Inc. July 2002 - February 2007
Marquette Partners January 1991 - January 1992
Pannell Kerr Forster January 1988 - January 1991
Laventhol & Horwath June 1985 - January 1988
Hyatt Regency Minneapolis June 1984 - June 1985
Marriott/Host International June 1983 - June 1984
Skills
Real Estate, Real Estate Development, Property Management, Leases, Budgets, Due Diligence, Contract Negotiation, Commercial Real Estate, Investment Properties, Real Estate Transactions, Brokerage, Location Intelligence, Corporate Real Estate, Hotel Management, Resorts
Education
University of Minnesota - Carlson School of Management
Bachelor's degree, Accounting
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Riley Real Estate, Inc. January 1992 - Present
Riley Hospitality, Inc. July 2002 - February 2007
Marquette Partners January 1991 - January 1992
Pannell Kerr Forster January 1988 - January 1991
Laventhol & Horwath June 1985 - January 1988
Hyatt Regency Minneapolis June 1984 - June 1985
Marriott/Host International June 1983 - June 1984
Skills
Real Estate, Real Estate Development, Property Management, Leases, Budgets, Due Diligence, Contract Negotiation, Commercial Real Estate, Investment Properties, Real Estate Transactions, Brokerage, Location Intelligence, Corporate Real Estate, Hotel Management, Resorts
Education
University of Minnesota - Carlson School of Management
Bachelor's degree, Accounting
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rick Ritacco's Pannell Kerr Forster Experience October 1980 - October 1982
Job Food Service Entrepreneur
Industry Food & Beverages
Experience
Wings Plus 2007 - Present
First Edition Sports Bistro October 1982 - October 2007
Pannell Kerr Forster October 1980 - October 1982
Skills
Restaurants, Inventory Management, Food, Customer Service, Budgeting, Menu Development, Accounting, Merchandising, Customer Relations, Planning, Catering, Promotions, Team Building, Event Management, Strategic Planning, Project Planning, Negotiation, Food Service, Event Planning, Budgets, Retail, Recruiting, Profit, Marketing Strategy, Marketing
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1980
BS, Accounting
St. Mary's High School
Wings Plus 2007 - Present
First Edition Sports Bistro October 1982 - October 2007
Pannell Kerr Forster October 1980 - October 1982
Skills
Restaurants, Inventory Management, Food, Customer Service, Budgeting, Menu Development, Accounting, Merchandising, Customer Relations, Planning, Catering, Promotions, Team Building, Event Management, Strategic Planning, Project Planning, Negotiation, Food Service, Event Planning, Budgets, Retail, Recruiting, Profit, Marketing Strategy, Marketing
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1980
BS, Accounting
St. Mary's High School
Marc Brousseau's Pannell Kerr Forster Experience September 1980 - August 1985
Job Finance Director at Exel
Industry Logistics and Supply Chain
Experience
Exel December 1999 - Present
F.X. Coughlin Co. August 1985 - August 1998
Pannell Kerr Forster September 1980 - August 1985
Skills
Forecasting, Financial Reporting, Supply Chain, Process Improvement, 3PL, Logistics, Managerial Finance, Financial Analysis, Supply Chain Management, Logistics Management, Supply Chain..., Key Performance..., Transportation, Accounting, International Logistics
Education
University of Detroit Mercy 1976 — 1980
BS, Accounting
University of Detroit High School 1972 — 1976
Exel December 1999 - Present
F.X. Coughlin Co. August 1985 - August 1998
Pannell Kerr Forster September 1980 - August 1985
Skills
Forecasting, Financial Reporting, Supply Chain, Process Improvement, 3PL, Logistics, Managerial Finance, Financial Analysis, Supply Chain Management, Logistics Management, Supply Chain..., Key Performance..., Transportation, Accounting, International Logistics
Education
University of Detroit Mercy 1976 — 1980
BS, Accounting
University of Detroit High School 1972 — 1976
Mary (Diskin) Grochowski's Pannell Kerr Forster Experience July 1991 - February 1996
Job Chief Financial Officer Nursing Home at St. Barnabas Hospital
Industry Hospital & Health Care
Experience
ST. BARNABAS HOSPITAL / ST. BARNABAS REHABILITATION & CONTINUIING CARE CENTER February 2008 - Present
St. Barnabas Rehabilitation & Continuing Care Center January 2008 - Present
ST. BARNABAS NURSING HOME March 2001 - January 2008
St. Barnabas Hospital July 1996 - March 2001
PANNELL KERR FORSTER July 1991 - February 1996
Education
Manhattan College 1987 — 1991
Bachelor of Science, Accounting
ST. BARNABAS HOSPITAL / ST. BARNABAS REHABILITATION & CONTINUIING CARE CENTER February 2008 - Present
St. Barnabas Rehabilitation & Continuing Care Center January 2008 - Present
ST. BARNABAS NURSING HOME March 2001 - January 2008
St. Barnabas Hospital July 1996 - March 2001
PANNELL KERR FORSTER July 1991 - February 1996
Education
Manhattan College 1987 — 1991
Bachelor of Science, Accounting
Raul de la Campa's Pannell Kerr Forster Experience 1983 - 1986
Job CEO at R.A. de la Campa, CPA, P.A.
Industry Accounting
Experience
R.A. de la Campa, CPA, P.A. January 1987 - Present
Raul Alvarez 2000 - 2013
Pannell Kerr Forster 1983 - 1986
Education
University of Miami 1978 — 1982
BBA, Accounting
R.A. de la Campa, CPA, P.A. January 1987 - Present
Raul Alvarez 2000 - 2013
Pannell Kerr Forster 1983 - 1986
Education
University of Miami 1978 — 1982
BBA, Accounting
Linda Harclerode's Pannell Kerr Forster Experience June 1985 - June 1988
Job Professional Volunteer
Industry Nonprofit Organization Management
Experience
LAST Outpost Neighborhood Watch January 2011 - December 2014
Kiwanis Club of Lehigh Acres July 2011 - October 2013
Pannell Kerr Forster June 1985 - June 1988
Skills
Art, Fine Art, Special Event, Advertising, Newsletters, Fashion, Brochures, Copywriting, Microsoft Word, Email Marketing, Budgets, Retail, Online Marketing, Media Relations, Marketing Strategy, Community Outreach, Leadership, Social Media, Volunteer Management, Team Building, Strategic Planning, Leadership Development
Education
Penn State University 1981 — 1985
Bachelor of Business Administration (BBA), Professional Accountancy, 3.85
LAST Outpost Neighborhood Watch January 2011 - December 2014
Kiwanis Club of Lehigh Acres July 2011 - October 2013
Pannell Kerr Forster June 1985 - June 1988
Skills
Art, Fine Art, Special Event, Advertising, Newsletters, Fashion, Brochures, Copywriting, Microsoft Word, Email Marketing, Budgets, Retail, Online Marketing, Media Relations, Marketing Strategy, Community Outreach, Leadership, Social Media, Volunteer Management, Team Building, Strategic Planning, Leadership Development
Education
Penn State University 1981 — 1985
Bachelor of Business Administration (BBA), Professional Accountancy, 3.85
Kasey Brentzel de Jonckheere's Pannell Kerr Forster Experience July 2006 - August 2008
Job Assistant Controller at Cockrell Interests, LLC
Industry Oil & Energy
Experience
Cockrell Interests, LLC June 2012 - Present
Willbros January 2012 - June 2012
Marubeni-Itochu Tubulars America August 2008 - December 2011
Pannell Kerr Forster July 2006 - August 2008
Ernst & Young July 2001 - December 2002
PwC June 1999 - July 1999
Education
Texas A&M University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Cockrell Interests, LLC June 2012 - Present
Willbros January 2012 - June 2012
Marubeni-Itochu Tubulars America August 2008 - December 2011
Pannell Kerr Forster July 2006 - August 2008
Ernst & Young July 2001 - December 2002
PwC June 1999 - July 1999
Education
Texas A&M University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
BRENDA FORWOOD's Pannell Kerr Forster Experience 1984 - 1987
Job Member at Forwood & LaGroue, LLC
Industry Accounting
Experience
Forwood & LaGroue, LLC December 2009 - Present
Forwood & LaGroue LLC 2009 - Present
Brenda Snellen Forwood, LLC 2005 - 2009
Russell Thompson Butler & Houston 1994 - 2004
Springhill Health Services, Inc. 1990 - 1993
Glanz, CPA 1987 - 1990
Pannell, Kerr Forster 1984 - 1987
Skills
Accounting, Forensic Accounting, Corporate Tax, Individual Tax, Fiduciary Tax, Estate Tax, Partnership Tax, Auditing, Compilations, Reviews, Financial Reporting, Tax, Payroll Taxes, Income Tax, Small Business, Accounts Payable, Financial Accounting
Education
University of South Alabama 1978 — 1981
Bachelor of Science (B.S.), Business Administration and Management, Major Accounting
University of Kentucky
Forwood & LaGroue, LLC December 2009 - Present
Forwood & LaGroue LLC 2009 - Present
Brenda Snellen Forwood, LLC 2005 - 2009
Russell Thompson Butler & Houston 1994 - 2004
Springhill Health Services, Inc. 1990 - 1993
Glanz, CPA 1987 - 1990
Pannell, Kerr Forster 1984 - 1987
Skills
Accounting, Forensic Accounting, Corporate Tax, Individual Tax, Fiduciary Tax, Estate Tax, Partnership Tax, Auditing, Compilations, Reviews, Financial Reporting, Tax, Payroll Taxes, Income Tax, Small Business, Accounts Payable, Financial Accounting
Education
University of South Alabama 1978 — 1981
Bachelor of Science (B.S.), Business Administration and Management, Major Accounting
University of Kentucky
Joseph Zarrella's Pannell Kerr Forster Experience 1986 - 1993
Job Controller at Ruben Companies
Industry Real Estate
Experience
Ruben Companies June 2001 - Present
SL Green 1998 - 2001
Corporate Property Investors 1993 - 1998
Pannell Kerr Forster 1986 - 1993
Education
Pace University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Ruben Companies June 2001 - Present
SL Green 1998 - 2001
Corporate Property Investors 1993 - 1998
Pannell Kerr Forster 1986 - 1993
Education
Pace University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Eric Stotz's Pannell Kerr Forster Experience November 1984 - April 1991
Job Job Manager at Wells Fargo RETECHS
Industry Banking
Experience
Wells Fargo RETECHS April 2009 - Present
SCA, Inc. July 2005 - March 2009
Bonz & Company, Inc. May 1991 - July 2005
Pannell Kerr Forster November 1984 - April 1991
Sheraton Corporation August 1981 - October 1984
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Hospitality Administration/Management
Wells Fargo RETECHS April 2009 - Present
SCA, Inc. July 2005 - March 2009
Bonz & Company, Inc. May 1991 - July 2005
Pannell Kerr Forster November 1984 - April 1991
Sheraton Corporation August 1981 - October 1984
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Hospitality Administration/Management
ANGELA PIMENTEL's Pannell Kerr Forster Experience April 2003 - October 2005
Job Accounting Manager at PubMatic, Inc
Industry Computer Software
Experience
PubMatic, Inc August 2013 - Present
Google May 2013 - August 2013
Saba Software January 2012 - May 2013
Charles Schwab October 2007 - January 2012
Pannell Kerr Forster April 2003 - October 2005
Earthbound Farms 2003 - 2005
Education
Cal Poly San Luis Obispo
PubMatic, Inc August 2013 - Present
Google May 2013 - August 2013
Saba Software January 2012 - May 2013
Charles Schwab October 2007 - January 2012
Pannell Kerr Forster April 2003 - October 2005
Earthbound Farms 2003 - 2005
Education
Cal Poly San Luis Obispo
Jim Schwetschenau's Pannell Kerr Forster Experience February 1990 - November 1991
Job Manager, Finance at ConAgra Foods, Inc.
Industry Food Production
Experience
ConAgra Foods, Inc. October 2014 - Present
ConAgra Foods February 2012 - October 2014
ConAgra Foods May 2008 - February 2012
ConAgra Foods February 2004 - May 2008
ConAgra Foods August 2001 - February 2004
ConAgra Foods February 1999 - July 2001
ConAgra Foods November 1995 - February 1999
BDO SEIDMAN, LLP November 1991 - November 1995
PANNELL KERR FORSTER February 1990 - November 1991
EY August 1988 - September 1989
Education
University of Notre Dame 1984 — 1988
Bachelor's degree, Accounting
ConAgra Foods, Inc. October 2014 - Present
ConAgra Foods February 2012 - October 2014
ConAgra Foods May 2008 - February 2012
ConAgra Foods February 2004 - May 2008
ConAgra Foods August 2001 - February 2004
ConAgra Foods February 1999 - July 2001
ConAgra Foods November 1995 - February 1999
BDO SEIDMAN, LLP November 1991 - November 1995
PANNELL KERR FORSTER February 1990 - November 1991
EY August 1988 - September 1989
Education
University of Notre Dame 1984 — 1988
Bachelor's degree, Accounting
Gareth Kirwan's Pannell Kerr Forster Experience September 1995 - March 1999
Job Senior Vice President CVA Reporting and Analytics
Industry Financial Services
Experience
Citi May 2013 - Present
Citi July 2006 - May 2013
Dresdner Kleinwort Wasserstein March 1999 - July 2006
Pannell Kerr Forster September 1995 - March 1999
Skills
CPA, Series 7
Education
University of Nottingham 1991 — 1994
Bachelor of Science (BSc), Economics and Econometrics
Citi May 2013 - Present
Citi July 2006 - May 2013
Dresdner Kleinwort Wasserstein March 1999 - July 2006
Pannell Kerr Forster September 1995 - March 1999
Skills
CPA, Series 7
Education
University of Nottingham 1991 — 1994
Bachelor of Science (BSc), Economics and Econometrics
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson