PwC Company
Industry: Company
DescriptionPricewaterhouseCoopers is a multinational professional services network headquartered in London, United Kingdom. PwC ranks as the second largest professional services firm in the world behind Deloitte, and is one of the Big Four auditors, along with Deloitte, EY and KPMG. Revenue: 41.3 billion USD (2018) Headquarters: London, United Kingdom Number of employees: 250,930 (2018) Founded: 1998 Subsidiaries: PricewaterhouseCoopers Private Limited, Strategy&,
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PwC Employees
UCSF Department of Surgery: Thoracic Oncology June 2014 - Present
Hespe Gallery January 2014 - May 2014
PwC May 2011 - August 2011
Harvard University Department of Psychology June 2009 - August 2009
Skills
Data Analysis, Design, Microsoft Office, Rhinoceros, GIMP, Microsoft Word, Research, Social Media, Community Outreach, Teaching, PowerPoint, Microsoft Excel, Event Planning, Adobe Creative Suite, Public Speaking, Glasses
Education
UC Berkeley College of Environmental Design 2013 — 2017
Bachelor’s Degree, Architecture
La Jolla High School 2006 — 2010
High School
Harvard University 2009 — 2009
Undergraduate coursework and research in behavioral psychology
The Hackett Group 2012 - Present
Sitel 2011 - 2012
LexisNexis 2010 - 2011
Direct General Auto Insurance 2008 - 2010
Cummins Inc. 2007 - 2008
TeamHealth 2003 - 2007
Tennessee Valley Authority 2002 - 2003
Oracle 2000 - 2002
PwC 1999 - 2000
Brunswick Corporation 1998 - 1999
Skills
Accounting, Business Analysis, Business Intelligence, Business Process..., Change Management, Corporate Finance, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Hyperion Enterprise, Hyperion Planning, Management Consulting, Mergers & Acquisitions, Process Improvement, Project Management, Sarbanes-Oxley Act, Strategic Planning, Strategy, Acquisition Integration, Managerial Finance, Finance, ERP, SEC filings, Internal Controls, Executive Management, Analysis, Strategic Financial..., Business Planning, Consolidation, Financial Accounting, US GAAP, Business Strategy, HFM, Business Process, Sarbanes-Oxley, Budgets, Business Development, Variance Analysis, CPA, Management, Consulting, Outsourcing, EPM, Hyperion HFM, Cost Accounting, FDM, Cash Flow, Vendor Management
Education
Haslam College of Business at the University of Tennessee 2001 — 2002
Masters, Business Administration (Accounting and Finance)
University of Tennessee-Knoxville 1993 — 1998
Bachelors, Language and World Business (International Business and German)
The University of Bonn 1996 — 1997
German, ISEP Program
PwC September 2014 - Present
PwC June 2013 - August 2013
Dixon Hughes Goodman LLP June 2012 - August 2012
Pilot Flying J May 2010 - August 2010
Education
Haslam College of Business at the University of Tennessee 2013 — 2014
Master of Accountancy
Haslam College of Business at the University of Tennessee 2009 — 2013
BS Business Administration
Beijing Institute of Education 2011 — 2011
US Trade Representative May 2015 - July 2015
PwC September 2012 - August 2014
Oliver Wyman July 2011 - September 2011
Skills
Management Consulting, Business Process..., Strategy, Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Research, Management, International Trade, Legal Research, Legal Writing, Policy Analysis
Education
Harvard Law School 2014 — 2017
Doctor of Law (JD)
University of Oxford 2009 — 2012
Bachelor of Arts (BA), Philosophy, Politics, and Economics
Dentons June 2015 - Present
Radcliffe Institute for Advanced Study at Harvard University February 2014 - June 2015
The Institute for Quantitative Social Science February 2012 - May 2014
PwC June 2013 - July 2013
ProBono.Org February 2013 - May 2013
Hoyah Academy June 2012 - January 2013
Skills
Research, Data Analysis, PowerPoint, Microsoft Office, Community Outreach, French, Policy Analysis, Comparative Politics, Comparative Law, Teaching
Education
Harvard University 2010 — 2015
B.A. (Honors), Government
Northfield Mount Hermon School 2007 — 2010
High School
Glenview State Bank 2014 - Present
Bottom Line 2011 - Present
Legg Mason 2010 - 2014
Legg Mason 2005 - 2010
Citigroup Asset Management (Predecessor firm) 1999 - 2005
Bankers Trust Corporation 1993 - 1999
Goldman Sachs 1989 - 1993
PwC 1976 - 1989
Skills
Strategic Planning, Risk Management, Mutual Funds, Board of Directors, Non-profit Board..., Financial Services, Audit Committee, Regulatory Requirements, Vendor Management, Corporate Development, Mergers & Acquisitions, Fund Accounting, Fund Administration, Divestitures, Negotiation, Financial Accounting
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Finance, General
Williams College 1971 — 1976
Bachelor of Arts (B.A.), History
Cozad Commercial Real Estate, Ltd. April 2014 - Present
Facility Workplace Solutions Inc. January 2011 - Present
Reed Elsevier Inc. January 2009 - February 2011
Elsevier August 2005 - December 2008
Macy's February 2003 - August 2005
PwC January 2000 - January 2003
Fleming & Company June 1993 - December 1999
Henkel March 1993 - June 1993
Bristol-Myers Squibb June 1983 - March 1993
Skills
Talent Development, Site Selection, Exepense Management, Budget Development and..., Budgets, Project Management, Customer Service, Business Integration, Facilities Management, Contract Negotiation, Operations Management, Strategic Planning, Contract Management, Negotiation, Team Building, Change Management, Construction Management, Strategy, Management, Training, Leadership, Team Leadership, Leadership Development, Sales, Procurement, Project Planning, Talent Management, Property Management, Commercial Real Estate, Process Scheduler, Outsourcing, New Business Development, Business Planning, Business Development, Location Intelligence, Construction, Coaching, Retail, Vendor Management, Purchasing, Selling, Finance, Organizational..., Due Diligence, Sales Management, Business Continuity, Account Management, Incident Management, Time Management, Real Estate
Education
Webster University 1988 — 1993
MA/BA, Real Estate Management
Harvard University 2009 — 2010
Leadership Workshop, Business Leadership, Completed
South County Technical School 1979 — 1981
High School, Machine Tool Technology/Machinist
Webster Groves 1987 — 1991
Master’s Degree, Real Estate Management
Gartner August 2015 - Present
Gartner January 2010 - Present
Burton Group November 2006 - January 2010
NU Advisory February 2006 - November 2006
PwC April 2005 - February 2006
META Group April 2000 - April 2005
GE Capital IT Solutions April 1997 - April 2000
Globe-Tek November 1995 - April 1997
Others September 1990 - November 1995
Skills
Thought Leadership, Management Consulting, Strategic Planning, Enterprise Architecture, Identity and Access..., Information Security, Risk Analytics, Security Intelligence, Privacy Protection, GRC, Process Improvement, Service Management, IT Infrastructure Design, Sourcing, Benchmarking, SOA, Enterprise Mobility, Cloud Computing, Governance, IT Strategy, Enterprise Software, Program Management, Professional Services, Authentication, Identity Management, Consulting, IT Service Management, Information Security..., Leadership, Strategy, Management, Business Continuity, Business Transformation, PCI DSS, IT Management, Outsourcing, Project Portfolio..., Business Intelligence, Integration, Vendor Management, Solution Selling, Business Process, Data Center, ITIL, Information Technology, CRM, Security, PMP, CISSP, Pre-sales
Education
The Johns Hopkins University
Master of Science (M.Sc.), Cybersecurity
Harvard Extension School 2014 — 2014
Independent Study, Java Programming
University of Toronto 1999 — 1999
Certificate, Law and Liability for Professional Engineers
University of Toronto 1999 — 1999
Certificate, Finance, Cost and Budgeting
Sharif University of Technology 1988 — 1992
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Newport Board Group April 2014 - Present
Bolton Medical 2004 - 2013
Comesa Poland April 2000 - December 2004
Instrumentation Laboratory February 1998 - April 2000
PwC July 1990 - September 1997
Skills
Medical Devices, Business Strategy, Cross-functional Team..., Product Development, New Business Development, Strategic Planning, Product Management, Start-ups, Market Development, Product Launch, Change Management, Negotiation, Business Planning, Product Marketing, Marketing Management, Private Equity, Deal Flow, Strategy, Leadership
Education
University of Miami - School of Business 2008 — 2009
2009
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Harvard Business School 2005 — 2005
CECO 1996 — 1997
W. H. Rosenberg LLC January 2015 - Present
PwC May 1994 - December 2014
Strategic Health Perspectives 1994 - 2004
MetLife May 1983 - May 1994
RI Department of Health May 1976 - May 1983
Skills
Health Insurance..., Product Development, Managed Care, Insurance, Healthcare Industry, Healthcare, Strategy, Hospitals, Healthcare Consulting, Health Policy, Employee Benefits, HIPAA, Performance Improvement, Revenue Cycle, Medicare, Practice Management, Financial Analysis, Management Consulting, Financial Modeling, Risk Management, Mergers & Acquisitions, Strategic Planning
Education
University of Michigan 1974 — 1976
MHSA, School of Public Health - Hospital Administration
Harvard University 1967 — 1971
AB, Social Relations
PricewaterhouseCoopers July 2012 - June 2014
PwC January 2013 - April 2013
PricewaterhouseCoopers July 2010 - July 2012
IFF 2009 - July 2010
Economist Intelligence Unit May 2008 - August 2008
Chet Edwards for Congress Campaign June 2006 - September 2006
Skills
Policy Analysis, Economics, Transfer Pricing, Valuation, SAS, Econometrics, Business Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Bloomberg, Derivatives, Hedge Funds, Financial Modeling, Stata
Education
Harvard University 2014 — 2020
Doctor of Philosophy (Ph.D.), Political Science and Government
Princeton University 2005 — 2009
A.B. (Hon.)
PwC December 2014 - June 2015
EY July 2014 - November 2014
The World Bank July 2012 - June 2014
Abdul Latif Jameel Poverty Action Lab (J-PAL) July 2011 - July 2012
Clinton Health Access Initiative July 2010 - August 2010
Centre for North East Studies May 2010 - June 2010
RefugePoint March 2010 - April 2010
Sahayata Microfinance Pvt Ltd June 2009 - July 2009
Skills
Development Economics, Data Analysis, Public Policy, Policy Analysis, Government, Research, Project Management, Public Financial..., Program Implementation, Research Design, Team Management, Capacity Building, Stata, NGOs, Python, International...
Education
Harvard University, John F. Kennedy School of Government 2015 — 2017
Master in Public Administration in International Development
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), International Relations (Development), Economics, Political Science
Delhi Public School - Vasant Kunj 1995 — 2007
IBM February 2012 - Present
IBM April 2006 - January 2012
Deloitte 2003 - 2006
IBM 2002 - 2003
PwC 1999 - 2002
Price Waterhouse Management Consultants 1996 - 1999
Georgia-Pacific LLC 1985 - 1996
Skills
Organizational Change..., Ledership Development, Talent Management, Organizational Design, Program Management, Project Governance, Strategic Planning, Stakeholder Management, ERP Transformation, Business Transformation, Human Capital Management, Mergers & Acquisitions, Culture Change, Business Analytics, Shared Services, Outsourcing Management, Reverse Integrations, M&A Due Diligence, Talent Acquisition, Personnel Management, Change Management, Management Consulting, Outsourcing, Strategy, Business Process...
Education
The University of Georgia
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Harvard Business School
Certification, Advanced Global Organizational Change Management
Affinity Health Plan August 2015 - Present
PwC August 2011 - August 2015
US Department of Health and Human Services September 2010 - December 2010
Washington University School of Medicine March 2007 - August 2009
Skills
Data Analysis, Public Health, Project Management, Healthcare, Research, Stata, Program Management, Nonprofits, Program Evaluation, Policy, Policy Analysis, Healthcare Information..., Clinical Research
Education
Harvard University School of Public Health 2009 — 2011
MS, Health Policy and Management
Washington University in St. Louis 2004 — 2008
BA, Environmental Studies, Women and Gender Studies
PwC January 2015 - March 2015
PwC June 2014 - August 2014
PwC June 2013 - July 2013
Valley National Bank May 2012 - August 2012
Study Hall June 2010 - August 2011
Shop Rite of Englewood July 2010 - September 2010
Skills
Confidence Building, Highly responsible, Time Management, Organization, Teamwork, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bookkeeping, Banking, Leadership, Financial Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2016
Bachelor of Science (BS)/ Master of Science (MS), Accounting
Harvard Business School 2014 — 2014
Summer Venture in Management Program
Citi September 2015 - Present
PwC July 2011 - September 2015
NAVSTAR Advisors March 2010 - June 2011
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Investments, Due Diligence, Bloomberg, Corporate Finance, Financial Analysis, Big Data, Mobile Strategy, Digital Strategy, Project Management, Business Strategy, Risk Management, Training Delivery, Compliance, Change Management, Microsoft Excel, Microsoft Office, Omniture, Product Development, Data Analysis, Business Development, Strategy, Mergers & Acquisitions, Analysis
Education
Harvard University
Economics, 3.7/4.0
Blair Academy
Blair Academy
International Academic Program, IAP-UAM June 2005 - Present
University of Massachusetts Amherst August 2012 - Present
Universidad Autónoma de Madrid September 1993 - Present
European Commission January 1996 - December 2005
Harvard Kennedy School of Government September 2003 - August 2005
Institute of Management Resources and Proudfoot January 1991 - December 1995
PwC October 1987 - December 1990
Education
Harvard University, John F. Kennedy School of Government 2003 — 2005
Post-Doctorate
Universidad Autónoma de Madrid 1997 — 2001
PhD in Economics and Business Administration, Accounting and Business/Management
Universidad Autónoma de Madrid
Masters in Business Administration, Business Administration and Management, General
PwC September 2014 - Present
University of Tennessee August 2013 - June 2014
PwC June 2013 - August 2013
Koch Companies Services May 2012 - July 2012
University of Tennessee August 2011 - May 2012
Cellular Sales June 2011 - August 2011
Gomez-Gracia, Ltd. March 2011 - May 2011
Black Cultural Center September 2009 - December 2010
Marriott International, Inc. June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Windows, English, Spanish, Visio, Problem Solving, Leadership, Writing
Education
University of Tennessee-Knoxville 2013 — 2014
Masters of Accountancy
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor's degree, Accounting, Senior
PwC February 2011 - Present
PwC June 2012 - Present
City Year Rhode Island July 2013 - Present
Price Waterhouse Coopers February 2011 - June 2012
The Inspired Economist July 2010 - December 2011
SODEXO (former SODEXHO) April 2009 - December 2010
San Diego Microfinance Alliance December 2008 - June 2009
Inter American Development Bank January 2009 - March 2009
Grameen Foundation June 2008 - September 2008
Idle Threat Media January 2006 - July 2007
Skills
Grant Management, Sustainability Reporting, Corporate Social..., Public Relations, Sustainability, Economics, Microfinance, International..., Non-profits, Fundraising, Research, Spanish, Social Media, Program Evaluation, Public Speaking, Grant Writing, Strategy, Nonprofits, Entrepreneurship, Media Relations, Building Relationships, International Relations, Social Entrepreneurship, Leadership, Marketing Communications, Strategic Planning, Analysis, Grants
Education
Harvard University, John F. Kennedy School of Government 2014 — 2014
Executive Education, Strategic Frameworks for Nonprofit Organizations
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2007 — 2009
Master's, International Development Economics & Nonprofit Management, Latin America focus
Kenyon College 1997 — 2001
BA, History & International Studies
School of International Training 1999 — 2000
Development Economics, Sustainable Development
J. P. Morgan Securities LLC September 2012 - Present
AllianceBernstein March 2008 - September 2012
Caisse des dépôts 1991 - 1994
Bellemead Development Corporation 1983 - 1987
Salomon Brothers 1982 - 1982
PwC 1979 - 1981
Skills
Certificed Public..., Financial Services, Securities, Corporate Finance, High Net Worth..., Management, Accounting, Investments, Equities
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance and Real Estate
University of Pennsylvania - The Wharton School 1975 — 1979
Bachelor of Science in Economics, Accounting and Finance
Day One Capital Fund Management September 2013 - Present
Day One Capital Fund Management September 2012 - August 2013
Procter & Gamble December 2012 - June 2013
PwC August 2012 - December 2012
AIESEC International June 2011 - July 2012
AIESEC Hungary July 2010 - June 2011
AIESEC Hungary July 2009 - June 2010
AIESEC Budapest Corvinus University July 2008 - June 2009
Corvinus University Budapest September 2007 - August 2008
Skills
Creative Problem Solving, Public Speaking, Product Development, Business Strategy, International..., Growth Management, Team Leadership, Teamwork, Leadership Development, Team Management, Social Entrepreneurship, Strategy, Business Development, Financial Analysis, Lean Startup, Entrepreneurship, Venture Capital, Angel Investing, Emerging Technologies, Emerging Markets, Research, Start-ups, Leadership, Management, Market Research, Strategic Planning, Market Analysis, Project Planning, Management Consulting
Education
Harvard University 2013 — 2013
Summer Semester, Finance, Graduate
Université Sorbonne Nouvelle Paris 3 2012 — 2013
Joint Program with Corvinus University Budapest, European Studies (Questions d’actualité autour de l’Europe contemporaine)
Corvinus University Budapest 2009 — 2013
Masters, Organizational Management
Corvinus University Budapest 2006 — 2009
Bachelor, Applied Economics
Fazekas Mihály Secondary Grammar School 2000 — 2006
Graduate, Mathematics
Dell 2010 - 2013
Dell, Asia Notebook Product Marketing 2006 - 2010
Dell, Commercial Notebook Product Marketing 1999 - 2006
PwC 1995 - 1999
Citi 1984 - 1995
Skills
Global Marketing, Strategic Partnerships, Go-to-market Strategy, Product Launch, Marketing, Business Strategy, Strategic Planning, Product Management
Education
Harvard Business School
MBA, General Managment
Yale University
BA, History
PwC July 2015 - Present
Transformation Strategy Inc. 2003 - Present
Global Insight December 2001 - June 2003
US Postal Service December 1993 - December 2001
Putnam, Hayes & Bartlett March 1989 - November 1993
Skills
Management Consulting, Strategic Planning, Government, Business Strategy, New Business Development, Coaching, Innovation
Education
Harvard Business School 1969 — 1971
MBA with Distinction, Business Strategy
Corning Traveling Fellow 1968 — 1969
Yale University 1964 — 1968
BA, American Studies Honors
Illinois Department of Employment Security May 2009 - Present
Deloitte May 2006 - September 2007
PwC May 2004 - May 2006
RR Donnelley May 2002 - May 2004
Skills
Fraud, Internal Audit, Internal Controls, Program Management, Risk Assessment, Enterprise Risk..., COSO, Finance, Philanthropy, Leadership, External Audit
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Harvard University 1993 — 1997
Bachelor of Arts (BA), Anthropology
Neuberger Berman July 2007 - Present
HSBC July 1997 - November 2006
PwC July 1993 - August 1995
Skills
Philanthropy, Investments, Community Development, Strategic Planning, Alternative Investments, Banking, Corporate Social..., Leadership, Series 7, Securities, Fixed Income, Mutual Funds, Hedge Funds, Portfolio Management, Asset Management
Education
Kennedy School of Government, Harvard University
M.P.P., Urban Economic Development
Wharton School, University of Pennsylvania
B.S. in Economics, Accounting
Andrews Kurth LLP October 2011 - Present
Andrews Kurth LLP July 2010 - August 2010
Fulbright & Jaworski June 2010 - July 2010
US Navy June 2009 - August 2009
PwC February 2007 - June 2007
PwC June 2006 - August 2006
Education
Harvard Law School 2008 — 2011
J.D.
The University of Texas at Austin 2003 — 2008
BBA, MPA, Accounting, Tax Specialization
PwC July 2015 - Present
PwC October 2012 - June 2015
Ernst & Young LLP September 2011 - September 2012
Ernst & Young LLP August 2010 - September 2011
Morgan International January 2010 - August 2011
Deloitte & Touche April 2009 - August 2010
Ernst & Young October 2007 - March 2009
Ernst & Young November 2006 - October 2007
Ernst & Young December 2003 - November 2006
Crowe Horwath LLP August 2000 - September 2003
Skills
External Audit, Internal Audit, Financial Advisory, IFRS, Consulting, SOX 404, US GAAP, Stress Testing, Experienced Trainer, Business Development, Capital Markets, Financial Reporting, Financial Audits, Public Sector Accounting, Performance Improvement, Enterprise Risk..., Financial Services, Financial Risk..., Forensic Accounting, Carve-outs, Carve-out Financial..., Managerial Finance, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis, Accounting, Assurance, Consolidation, Corporate Finance, Finance, Tax, CPA, Sarbanes-Oxley, Big 4, Leadership, Business Valuation
Education
Chartered Global Management Accountant 2012 — 2012
CGMA
Harvard Business School 2009 — 2010
Business Leadership
Maine state board of accountancy 2007 — 2007
CPA
New Hampshire State board of accountancy 2007 — 2007
CPA
Saint Joseph University 2001 — 2003
DEA, Advanced studies in finance - preparatory studies for the PHD
Saint Joseph University 2000 — 2001
MBA, MBA
Saint Joseph University 1997 — 2000
Bachelor's degree, Business Administration and Management, General
PwC June 2015 - Present
PwC July 2013 - June 2015
PwC June 2012 - August 2012
KPMG Asia Pacific January 2009 - July 2011
Siemens Pte Ltd September 2006 - May 2008
Ministry of Defence, Singapore 2004 - 2006
Skills
IT Strategy, Business Process, Project Management, Change Management, Consulting, Pre-sales, Management Consulting, Training, Strategy, Business Strategy, Business Analysis, Mergers & Acquisitions, Program Management, Business Development, Analysis, Business Process..., Business Intelligence, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Strategy, Leadership & Change, Corporate Finance
Harvard University 2008 — 2008
Financial Accounting, Managerial Finance
University of New South Wales 1999 — 2003
Masters, Biomedical Engineering
University of New South Wales 1999 — 2003
Bachelors, Computer Engineering
Cowen and Company October 2015 - Present
Corporate Partners LLC April 2011 - September 2015
Miller Buckfire & Co. March 2004 - December 2010
GE Capital January 2003 - March 2004
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette March 1997 - December 2002
Lazard Freres & Co. July 1989 - March 1997
Goldman Sachs September 1986 - July 1989
PwC August 1982 - August 1984
Skills
Private Equity, Capital Markets, Leadership, Valuation, Mergers, Mergers & Acquisitions, Investment Banking, Management, Financial Modeling, Corporate Development, Hedge Funds, LBO, Alternative Investments, Leveraged Finance, Equities, Venture Capital, Due Diligence, Debt Restructuring
Education
Harvard Business School 1984 — 1986
MBA
University of Virginia 1978 — 1982
B.S.
AT&T Mobility February 2011 - Present
Gold Brothers Entertainment February 2010 - February 2011
ARRIS September 2010 - November 2010
Rödl Langford de Kock LLP September 2007 - February 2009
Storm Lake January 2007 - June 2007
PwC November 2005 - April 2007
KPMG July 2004 - November 2005
Skills
Financial Analysis, Accounting, Tax, Financial Reporting, Auditing, Business Planning, Tax Compliance, Business Valuation, SOX, Internal Controls, Internal Audit, GAAP, Forecasting, Financial Accounting, Corporate Finance, Management Consulting, Risk Management, Variance Analysis, Business Analysis, Budgeting, Business Process..., Manufacturing, US GAAP, Process Improvement, Analysis, P&L, Budgets, Leadership, Management, Financial Statements, Managerial Finance, Financial Audits, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Program Management, CRM, Project Planning, SEC filings, Sarbanes-Oxley, General Ledger, Account Reconciliation, Consulting, Cash Management, Finance, Due Diligence, Microsoft Excel, Data Analysis, Cash Flow, Financial Planning
Education
Haslam College of Business at the University of Tennessee 2002 — 2004
M.S., Accounting (Audit)
University of Tennessee-Knoxville 1996 — 2001
B.A., Political Science
Swansea University 2000 — 2000
Non-Degree - Study Abroad Program, Post-Marshall Plan International Relations
ArtLifting June 2015 - Present
Harvard University June 2015 - Present
The Harvard Crimson December 2014 - Present
PwC August 2015 - September 2015
Weill Cornell Medical College June 2012 - August 2012
Education
Harvard University 2013 — 2017
Bachelor of Arts (B.A.), Economics
The Brearley School 2006 — 2013
The Juilliard School 2006 — 2013
Cello Performance
The Carlyle Group May 2014 - Present
Akin Gump Strauss Hauer & Feld LLP September 2011 - May 2014
PwC 2006 - 2008
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Due Diligence, Mergers, Mediation, Joint Ventures, Securities Regulation, Intellectual Property, Mergers & Acquisitions, Private Equity, International Law, Arbitration, Licensing, Westlaw, Civil Litigation, Patent Litigation, Appeals, Legal Advice, Legal Assistance, Cross-border..., Trademarks, Securities, Courts, Criminal Law, Securities Litigation
Education
Harvard Law School 2008 — 2011
Juris Doctorate
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Finance
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Management Information Systems, General
Schaefer1 November 2013 - Present
P&G Alumni Network - Cincinnati, a 501(c)(4) Corporation 2008 - Present
Green Up Street, LLC June 2009 - October 2013
Procter & Gamble 2007 - 2008
Procter & Gamble 2004 - 2007
Procter & Gamble 2000 - 2004
Procter & Gamble 1996 - 2000
Procter & Gamble 1992 - 1996
PepsiCo - Frito Lay 1986 - 1990
PwC 1985 - 1986
Education
Harvard University 2012 — 2012
The University of Chicago - Booth School of Business 1990 — 1992
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1978 — 1982
Bachelor of Science (BS)
ExactCare Pharmacy January 2013 - Present
Enforcer eCoaching September 2011 - December 2012
Walgreens September 2010 - August 2011
Take Care Health Systems March 2009 - September 2010
Take Care Health Systems May 2008 - March 2009
Whole Health Management October 2007 - April 2008
Whole Health Management April 2006 - September 2007
Eaton Corporation August 2003 - April 2006
PwC August 1998 - August 2001
Deloitte September 1996 - August 1998
Skills
Business Intelligence, Wellness Coaching, Analytics, Healthcare, Strategic Planning, Process Improvement, Business Development, Healthcare Information..., Disease Management, Employee Wellness, Budgets, Employee Benefits, Healthcare Management, Project Management, Change Management, Start-ups, Public Speaking
Education
Harvard Business School 2001 — 2003
MBA
John Carroll University 1992 — 1996
BSBA, Accounting
Revere High School 1988 — 1992
Steward Health Care LLC December 2010 - Present
MLM-Ventures January 2005 - Present
Hill Holliday Advertising January 1995 - December 2005
Hill, Holliday, Connors, Cosmopulos Inc. 2002 - 2005
Hill Holliday/New York 2002 - 2005
Wheelhouse 2000 - 2002
Coopers & Lybrand January 1990 - December 1995
PwC 1990 - 1995
MIFA 1985 - 1990
Education
Harvard University 1967 — 1971
BA, History
PwC October 2014 - Present
PwC June 2012 - April 2014
PwC Russia January 2012 - June 2012
UniCreditBank May 2011 - June 2011
Peter Mertes June 2010 - September 2010
ОП НИИ ПКД June 2009 - August 2009
Skills
Financial Analysis, Banking, Auditing, Internal Controls, IFRS, External Audit, Financial Reporting, Assurance
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 2007 — 2012
Master's degree, Banking and Finance
Harvard University 2011 — 2011
Strategic Management, Principles and Lessons on Leadership
Federal Reserve Bank of Cleveland August 2009 - Present
PMI Mortgage Insurance Co. August 2006 - August 2009
Fannie Mae 2003 - 2006
Ford Motor Company October 1999 - January 2002
Ford Motor Company June 1997 - September 1999
Federal Housing Finance Agency March 1994 - June 1997
PwC January 1991 - January 1994
U.S. House of Representatives August 1989 - September 1990
Bank of Boston, Treasury June 1987 - August 1989
Skills
Risk Management, Leadership, Policy, Banking, Forecasting, Finance, Economics, Strategic Planning, Financial Analysis, Business Strategy, Analysis, Management, Credit, Mortgage Lending, Credit Risk, Management Consulting, Sales, Executive Management, Financial Risk, Consulting, Business Process..., Business Analysis, Corporate Finance, Pricing, Public Speaking, Process Improvement, Portfolio Management, Budgets, Government, Strategy, Financial Modeling, Change Management, Financial Services, Human Resources, Proposal Writing, Financial Markets, Program Management, Community Development, Nonprofits, Public Relations, Team Building, Valuation, Financial Institutions, Government Relations, Data Analysis, Statistics, Macroeconomics, Economic Research, Econometrics, Loans
Education
Harvard University 1987 — 1991
Doctor of Philosophy (PhD), Economics
Harvard University 1985 — 1987
Master of Arts (M.A.), Economics
Rockhurst University 1982 — 1984
Bachelors of Arts, Finance Economics
Bishop Hogan 1975 — 1979
Diploma, General Education
Metropolitan Commercial Bank (New York) June 2013 - Present
PwC January 2013 - May 2013
CIT 2012 - 2012
BBVA 2009 - 2012
BBVA 2005 - 2009
Svenska Handelsbanken 1998 - 2005
Credit Local de France (now Dexia Credit Local) 1995 - 1997
The Fuji Bank, Limited (now Mizuho Corporate Bank) 1993 - 1995
Moody's Investors Service 1989 - 1992
Orrick, Herrington & Sutcliffe LLP 1988 - 1989
Skills
Credit Analysis, Risk Management, Structured Finance, Financial Analysis, Derivatives, Spanish, Management, Capital Markets, Investment Banking, Credit Risk, Credit, Due Diligence, Fixed Income, Passed Level 2 of the..., Accounting, Financial Accounting, Credit Scoring, Risk Modeling, Economic Research, Statistics, Spanish-speaking, Mentoring, Coaching, Basel II, Loans, Commercial Banking, Project Finance, Securitization, Analysis, Financial Institutions, Banking, Bonds, Financial Structuring, Corporate Finance
Education
Harvard College 1984 — 1988
A.B., History
Fitch Learning
NYSSA CFA L3 Course
Accountfully January 2012 - Present
MeredithAnne.com January 2012 - Present
The Executive Arena September 2010 - January 2012
Executive Wine and Spirits, Inc. and Executive Wine, Inc September 2010 - January 2011
PwC September 2008 - September 2010
Miami University August 2007 - August 2008
KPMG June 2006 - August 2007
Skills
Microsoft Products..., ERP Systems: SAP,..., Other: Lightspeed,..., Auditing, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Internal Audit, Business Process, IT Audit, SAP, Microsoft Office, Process Improvement, PeopleSoft, Sarbanes-Oxley, PowerPoint, GAAP, General Ledger, Analysis, Project Management, Budgets
Education
Miami University 2007 — 2008
Masters of Accountancy, Accounting and Information Technology
University of Tennessee-Knoxville - College of Business Administration 2003 — 2007
Bachelor of Science - Business Administration, Accounting and Information Technology
John Cabot University - Rome, Italy 2005 — 2005
Photography
PwC July 2007 - Present
PwC UK February 2011 - September 2013
Skills
International..., Management Consulting, Program Management, Sustainable Development, Capacity Building, Development Economics, Project Management, Change Management, Fragile States, Private Sector..., Six Sigma, Federal Grants...
Education
Harvard Extension School
MLA degree candidate, Sustainability
Universidad de Sevilla
University of Maryland College Park
Bachelor of Science (BS), Finance
PwC June 2007 - Present
KPMG June 2002 - July 2005
Procter & Gamble May 2001 - August 2001
Fidelity Investments May 2000 - August 2000
Deloitte May 1999 - August 1999
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Tax, Corporate Tax, Auditing, Internal Audit, GAAP, SEC filings, US GAAP, External Audit
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2002
Business Administration & Statistics
CBRE September 2012 - Present
PwC May 2012 - August 2012
United States House of Representatives May 2011 - August 2011
Los Angeles County Board of Supervisors May 2009 - August 2009
Mark Ridley-Thomas for Los Angeles County Board of Supervisors May 2008 - August 2008
CBRE February 2008 - August 2008
Skills
Office Management, Research, Budgets, Fundraising, Community Outreach, Customer Service, Editing, Strategic Planning, Public Relations, Nonprofits, Public Policy, Government, Social Media, Policy, Analysis
Education
Harvard University 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
EY August 2013 - Present
University of Tennessee - College of Business Administration August 2012 - June 2013
Ernst & Young June 2012 - August 2012
PwC January 2012 - April 2012
University of Tennessee at Knoxville - College of Business Administration January 2011 - December 2011
University of Tennessee - Undergraduate Admissions March 2009 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Data Analysis, Internal Controls, Time Management, Auditing, Financial Analysis
Education
University of Tennessee-Knoxville 2012 — 2013
Master of Accounting, Auditing and Controls
University of Tennessee-Knoxville - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Accounting
Medtronic June 2014 - Present
Centrana Health October 2012 - September 2013
Medtronic June 2013 - August 2013
ZS Associates August 2010 - June 2012
PwC June 2009 - August 2009
UCLA Health Sciences Media Relations and Marketing January 2008 - June 2009
Blue Shield of California June 2008 - September 2008
Durect Pharmaceutical Company June 2007 - September 2007
Skills
Data Analysis, Statistics, Microsoft Excel, Microsoft Word, Data Analytics, Market Research, Analytics, PowerPoint, Management Consulting, Qualitative Research, Business Analytics, Analysis, Leadership, Competitive Analysis, Strategy
Education
Harvard School of Public Health 2012 — 2014
Master of Science (M.S.), Health Policy and Management
UCLA 2006 — 2010
B.S., Psychobiology, Public Health Minor
Rational AG July 2012 - August 2012
CICC July 2010 - August 2010
PwC January 2010 - February 2010
Industrial Bank Co, Ltd July 2009 - August 2009
Skills
SAP ERP, Lotus Notes, Bloomberg, PowerPoint, SAP, Auditing, Data Analysis, Accounts Receivable, Financial Accounting, Invoicing, Microsoft Excel, Management, Financial Modeling, Access, Finance, Analysis, Financial Reporting, Financial Analysis, Accounts Payable, Accounting
Education
Lehigh University - College of Business and Economics 2011 — 2013
Master, Accounting
Harvard University 2011 — 2011
Exchange Program, General Studies
Shanghai University of Finance and Economics 2007 — 2011
Bachelor's degree, Finance, Insurance
Kaiser Permanente August 2013 - Present
Kaiser Permanente April 2013 - August 2013
Kaiser Permanente IT August 2011 - April 2013
PwC July 2007 - June 2011
PwC January 2008 - April 2008
PwC November 2004 - June 2007
PwC June 2004 - October 2004
Skills
Project Management, Internal Controls, Risk Assessment, Governance, Segregation of Duties, Organizational Change..., Program Management, SOX, HIPAA, PCI DSS, IT Audit, Security Audits, Process Improvement, PMO, ERP, Internal Audit, Analysis, ITIL, CISA, COBIT, Management, Information Security..., Risk Management, SAS70, Security, Integration, Information Security, Leadership, Management Consulting, Sarbanes-Oxley Act, Auditing, Information Technology, Cross-functional Team..., Strategy, Business Process, Change Management
Education
Indiana University - Kelley School of Business 2003 — 2004
Masters of Science, Information Systems
Stanford University 2012 — 2012
Stanford Certified Project Manager, Advanced Project Management
Indiana University Bloomington 1999 — 2003
Bachelor of Science, Biology, Minors in Business, Informatics, Chemistry
Harvard Business School Executive Education 2014 — 2014
High Potential Leadership Program
Intel Security January 2014 - Present
McAfee June 2013 - December 2013
McAfee January 2011 - May 2013
PwC November 2010 - January 2011
Qualcomm February 2009 - October 2010
Spice Labs May 2008 - October 2008
Atrenta December 2006 - May 2008
Skills
C++, C, Java, Linux, Mobile Devices, Software Development, Data Structures, Algorithms, Debugging, Scrum Master, Agile Project Management, Core Java, Tomcat, C#, Mobile Applications, Scrum, Eclipse, Objective-C, Programming, Android, Java Enterprise Edition, Spring Framework, Agile Methodologies, Android Development
Education
Harvard University 2014 — 2017
Master of Science (MS), Management Information Systems
National Institute of Technology Kurukshetra 2002 — 2006
Bachelor of Technology (BTech), Computers
GNRSS School 2000 — 2002
Non Medical
Learn from Neighbor August 2014 - July 2015
PwC September 2013 - June 2014
Dishcrawl June 2013 - August 2013
ASUC Auxiliary August 2012 - December 2012
Institute of Human Development January 2011 - May 2011
Skills
Microsoft Office, Critical Thinking, Microsoft Excel, Social Media, WordPress, Microsoft Word, Editing, Marketing, Photoshop, Research, Time Management, Data Analysis, Public Speaking, Financial Analysis
Education
Harvard University 2015 — 2016
Master’s Degree, Technology Innovation and Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S., Business Administration
University of California, Berkeley 2009 — 2013
B.A., Psychology
Anglo-American School of Moscow 2005 — 2009
International Baccalaureate (IB) Diploma
Primavera Capital June 2015 - August 2015
BSI Bank August 2014 - December 2014
CDH Investments July 2014 - August 2014
Bank of China June 2014 - July 2014
Shenyin & Wanguo Securities Co. Ltd. May 2014 - June 2014
China Universal Asset Management December 2013 - January 2014
PwC July 2012 - August 2012
怡安翰威特 December 2011 - January 2012
Shanghai Film Group Corporation September 1999 - September 2003
Skills
Bloomberg, Mandarin, Chinese, PowerPoint, Microsoft Excel, Statistics, Economics, Financial Modeling, Start-ups, Financial Analysis, Corporate Finance, R, Valuation, Data Analysis, Private Equity, 金融建模, Microsoft PowerPoint, 经济学, 普通话
Education
Harvard University 2011 — 2016
Bachelor of Arts (B.A.), History of Art and Architecture
Shanghai Foreign Language School 2004 — 2011
Policy, Governance, Risk, Controls, Block Chain 2015 - Present
Harvard University - Harvard Alumni Association Board of Directors June 2014 - Present
Harvard Alumni Global Financial Markets Forum April 2013 - Present
PwC January 2012 - 2014
PricewaterhouseCoopers, NYC 2004 - 2009
PricewaterhouseCoopers, Dubai 1999 - 2003
Coopers & Lybrand Colombo 1993 - 1999
Skills
Banking & Capital..., Fraud Investigations, Compliance Management, External Audit, Internal Audit, Internal Controls, Business Strategy, Business at the Base of..., Teaching through Case..., Adaptive Leadership, Budgets, Financial Statement..., Sarbanes Oxley, Basel II, COBIT, Business Process..., International..., IFRS Convergence, Program Evaluation, Public Policy, Negotiation, Corporate Social..., Credit Risk, Financial Reporting, Financial Control, Tax Regulation 1441, IFRS Training & Teaching, Professional Firms, Upstream & Downstream..., Non Profit Management, Foreign Account Tax..., Regulations, IFRS, Financial Audits, Non-profits, Sarbanes-Oxley, Sarbanes-Oxley Act, Capital Markets, Fraud, Banking, Enterprise Risk..., Financial Services, Management Consulting, Nonprofits, Management
Education
Harvard University, John F. Kennedy School of Government 2009 — 2010
MPA, Public Policy Management & Adaptive Leadership, Fellowship and Scholarship
Harvard Law School
Certification, Program on Negotiation
Harvard University
Harvard University
The Institute of Chartered Accountants
FCA, IFRS, Auditing, Mergers & Acquistion, Academic Merit Prize
The Institute of Internal Auditors
CIA, Internal Audit, Fraud Risk and Controls
The Society of Certified Management Accountants
ASCMA, Cost & Management Accounting
PwC October 2014 - Present
BAE Systems September 2013 - October 2014
KS International LLC June 2012 - September 2013
Cassidy Turley February 2011 - June 2012
Freelance Designer October 2008 - 2012
ITT Defense & Information Solutions August 2009 - March 2011
Cybercamps Academy June 2008 - August 2008
Skills
Graphic Design, Web Design, Marketing Materials, Logo Design, Adobe Acrobat, InDesign, Illustrator, Brochures, Newsletters, QuarkXPress, Adobe Creative Suite, Advertising, Photoshop, Layout, Dreamweaver, Photography, Brand Development, Mac, Corporate Identity, Flyers, Flash, Corporate Branding, Posters, Email Marketing, Marketing Communications, Packaging, Marketing, Graphics, Proposal Writing, Illustration, Creative Direction, Catalogs
Education
Harvard University 2014 — 2015
Graduate Certificate, Strategic Management
MIT 2014 — 2014
Certificate, Entrepreneurship/Entrepreneurial Studies
Longwood University 2005 — 2009
B.F.A, Graphic Design
Gar-Field High School 2001 — 2005
Center for International Development at Harvard University May 2015 - July 2015
Acasus April 2013 - July 2014
McKinsey & Company June 2012 - March 2013
Engro Corp June 2011 - August 2011
Lahore University of Management Sciences August 2010 - May 2011
PwC June 2010 - August 2010
Skills
Project Management, Design Strategy, Strategy Implementation, Manage Client..., Problem Solving, People Development, Training Delivery, Communication, Data Analysis, Qualitative Research, Financial Analysis
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master in Public Administration / International Development
Lahore University of Management Sciences 2008 — 2012
BSc (Hons.), Accounting and Finance, GPA: 3.9 on scale of 4.0
Tilburg University 2011 — 2012
Erasmus Mundus Exchange, Organization Studies
PwC September 2015 - Present
Cognizant February 2015 - July 2015
IBM June 2014 - January 2015
Ariba, an SAP Company February 2011 - January 2014
Newell Rubbermaid July 2010 - February 2011
Landair Transport June 2007 - July 2010
Georgia-Pacific LLC June 2006 - December 2006
Skills
Supply Chain Management, Logistics, Process Improvement, Business Process..., Procurement, Supply Chain, Supply Management, Supply Chain..., ERP, Strategic Sourcing, Materials Management, SAP, Operations Management, Sourcing
Education
Haslam College of Business at the University of Tennessee 2002 — 2007
BS, Logistics, Operations Management Science
Independent April 2015 - Present
PwC January 2014 - April 2015
Mercer / Oliver Wyman 2010 - 2014
Genentech / Roche 2007 - 2010
UCLA Anderson School of Management 2006 - 2007
Genentech June 2006 - August 2006
FleishmanHillard and other global agencies 2001 - 2005
SCORE! Educational Centers February 2001 - October 2001
Education
UCLA Anderson School of Management 2005 — 2007
MBA
Harvard University
BA
Enneagram Institute + New Ventures West 2014 — 2014
New Ventures West 2014 — 2014
Coach U 2010 — 2011
KPMG April 2015 - Present
Dun & Bradstreet March 2015 - April 2015
Dun & Bradstreet January 2014 - March 2015
Dun & Bradstreet September 2012 - December 2013
PwC 2011 - September 2012
Marsh & McLennan Companies, Inc. June 2007 - August 2010
Deloitte August 2006 - January 2007
Ernst & Young 1995 - 2006
Education
Lomonosov Moscow State University (MSU) 1995 — 2003
Law, Commercial Law
Harvard Business School
Leading Professional Services Firms
PwC July 2013 - Present
PwC June 2009 - June 2013
BearingPoint 2001 - June 2009
KPMG 1990 - 2001
Skills
Management Consulting, Oracle Applications, ERP, Business Transformation, Management, Business Process..., Financial Reporting, Financial Analysis, Accounting, IT Strategy, Business Process, Business Process..., Acquisition Integration, Program Management, Finance Transformation, Leadership, Strategy, Business Analysis, Business Intelligence, Shared Services, Enterprise Risk..., Financial Modeling, Due Diligence, Consulting, Professional Services, Internal Controls
Education
Northern Illinois University 1986 — 1990
Northern Illinois University 1986 — 1990
BS, Accountancy
Harvard Business School Executive Education
Rive Est December 2014 - Present
Independent Behavioral Economic Research September 2011 - June 2014
PwC July 2011 - August 2011
Skills
Data Analysis, Microsoft Office, Start-ups, Research, English, Microsoft Excel, Social Media, Leadership, Facebook, Social Networking
Education
Harvard University 2014 — 2018
Bachelor's Degree, Economics
Deloitte July 2015 - August 2015
CITIC Securities Company Limited May 2015 - June 2015
University of Michigan Health System May 2013 - May 2015
PwC June 2012 - August 2012
Skills
SPSS, C++, Visual Basic, STATA, R, Data Analysis, Research, VBA, Statistics, Financial Modeling, Economics, Financial Analysis, Matlab, LaTeX
Education
Harvard University 2015 — 2017
Master's Degree, Statistics
University of Michigan 2011 — 2015
Bachelor of Science (B.S.), Major in Economics and Biopsychology (with honors), Minor in business, 3.83/4.0
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Accounting and Finance
Beijing National Day School 2004 — 2009
High School
PwC May 2015 - Present
Goldman Sachs July 2014 - April 2015
PwC July 2013 - July 2014
Sun Life Financial June 2012 - August 2012
Molson Canadian Amphitheatre May 2009 - August 2012
RBC June 2010 - August 2010
Skills
Valuation, PowerPoint, Financial Modeling, Portfolio Management, Analytics, Data Mining, SQL, Anti Money Laundering, Spotfire, Data Analysis, R, Stata
Education
Harvard University 2009 — 2013
Bachelor of Arts, Economics
Havergal College 2000 — 2009
PwC August 2014 - Present
MorganFranklin Consulting November 2012 - July 2014
Deloitte March 2007 - November 2012
Fannie Mae 2006 - 2007
Economic Strategy Institute 2004 - 2005
IBM September 2001 - May 2004
Skills
Financial Advisory, Business Analytics, Management Consulting, Strategy Development, Performance Improvement, Operational Excellence, Business Transformation, Finance Transformation, Project Management, Strategy, Financial Risk, Analytics, Mergers & Acquisitions, Management, Analysis, Process Improvement, Due Diligence, Finance, Business Process, Leadership, Valuation, Managerial Finance, Integration, Restructuring, Business Process..., Executive Management, Financial Services, Business Process..., Banking, Risk Management, Business Strategy, Corporate Finance, Consulting, Business Process Design, Strategic Planning, Corporate Development, Emerging Markets, Acquisition Integration, Organizational Design, PMO, Governance, Enterprise Risk..., Business Analysis, Financial Analysis, Business Intelligence, Strategic Consulting, Business Development, Program Management
Education
Harvard University
ALM
Pennsylvania State University
B.Sc.
PwC June 2015 - Present
PwC March 2011 - August 2014
PricewaterhouseCoopers, LLP January 2009 - March 2011
Skills
CPA, State of California, Sell Side, Buy-side, Due Diligence, Mergers, Business Valuation, Strategy, Entrepreneurship, Mergers & Acquisitions, Financial Services, Valuation, Leadership, Financial Analysis, Management, Analytics, Financial Modeling, Venture Capital
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business Administration: International Business
University of Southern California - Leventhal School of Accounting 2005 — 2009
BS, Accounting
HEC School of Management 2008 — 2009
Strategy
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
Harvard University, John F. Kennedy School of Government
Master of Public Administration (MPA), Health Policy
CliftonLarsonAllen July 2015 - Present
PwC January 2015 - June 2015
Department of Labor, Licensing, and Financial Regulation August 2014 - December 2014
Moore Law Group, P.A. August 2014 - October 2014
Bank of America December 2012 - June 2014
Aronson LLC January 2014 - March 2014
Congressman John Sarbanes September 2013 - December 2013
Awan Medicine Company January 2008 - February 2010
Skills
Accounting, PowerPoint, Auditing, Financial Analysis, Communication, Cash Management, Financial Statements, Microsoft Office, Quick..., Leadership, Cash Flow, Analytics, Strategic Planning, Credit, Retail Banking, Commercial Banking, Deposits, Consumer Lending, Strategy, CaseWare Working Papers..., Business Analytics, Economics for Managers, Public Speaking, pfx Engagement Software, Microsoft Excel, Microsoft Word
Education
Harvard Business School 2015 — 2015
"CORe: Credential of Readiness"
Towson University 2013 — 2014
Bachelor of Science (BSc), Accounting
Towson University 2013 — 2014
Honors College
The Community College of Baltimore County 2011 — 2012
Associate's Degree, Accounting
University of the Punjab, Lahore 2007 — 2010
Bachelor's Degree, Accounting
AstraZeneca October 2014 - Present
AstraZeneca November 2011 - October 2014
North Highland February 2009 - November 2011
Operational Excellence Advisors February 2009 - October 2011
IBM June 2007 - February 2009
GSK June 2001 - May 2007
Breakaway Solutions May 2000 - June 2001
PwC May 1993 - April 2000
GE June 1987 - May 1993
Skills
Operational Excellence, Commercial Effectiveness, Business Process..., Lean Transformation, Business Transformation, Strategy, Change Management, Process Improvement, Management Consulting, Six Sigma, Leadership, Program Management, IT Service Management, Business Process, Human Resources, Business Intelligence, IT Strategy, Testing, Cross-functional Team..., Project Management, Management, Knowledge Management, Business Strategy, Business Analysis, Outsourcing, ERP, CRM, Vendor Management, Business Development, Marketing Operations, Consulting, Analysis, Strategic Planning, PMO, Veeva, Salesforce.com, Aprimo, Productivity Improvement, Lean Thinking, Lean Six Sigma, Usability, Service Design, Net Promoter Score, Supplier Development, Business Process..., Integration, Governance, Supply Chain Management
Education
Worcester Polytechnic Institute 1983 — 1987
Bachelor of Science (B.S.), Industrial Engineering, Management Science
Harvard Business School Executive Education
Operations Strategy
PwC July 2013 - Present
Crossroads International July 2013 - Present
PwC August 2010 - July 2013
PKF Hill LLP Chartered Accountants Business Advisors July 2007 - August 2010
Big Brothers Big Sisters of York 2009 - March 2010
addus 2009 - March 2010
Activant Solutions 2006 - 2007
Johnston Equipment 2005 - 2006
Sun Life Financial 2004 - 2005
Skills
Online Marketing, Services Marketing, Event Management, Market Planning, Report Writing, Corporate Communications, Internal Communications, Business Development, Strategic Communications, Marketing Communications, Strategy, Marketing, Market Analysis, Marketing Strategy, Brand Management, Marketing Management
Education
Harvard Extension School 2015 — 2017
Master's Degree, Marketing
York University - Schulich School of Business 2010 — 2011
Marketing Leadership, Marketing
University of Waterloo 2002 — 2006
BA, Business and History
Harvard University
PwC July 2015 - Present
PwC September 2013 - July 2015
The University Of Tennessee at Knoxville August 2012 - August 2013
PwC June 2012 - August 2012
Skills
Accounting, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Internal Controls, Financial Analysis, Social Media, Microsoft Excel, Auditing, Financial Reporting
Education
The University Of Tennessee at Knoxville 2012 — 2013
Masters of Accountancy, Audit and Internal Controls
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Bachelor of Science (B.S.), Accounting
Swansea University 2011 — 2011
N/A, Business Administration and Management, General
PwC July 2008 - Present
PwC October 2003 - June 2008
PwC April 1991 - September 2003
PwC (Coopers & Lybrand) July 1975 - March 1991
Skills
Accounting, Internal Controls, Mergers & Acquisitions, Financial Analysis, Divestitures, Due Diligence, Business Process..., Management Consulting, Financial Reporting, Business Valuation, SEC filings, Restructuring, Management, CPA, Private Equity, Tax, Financial Modeling, Auditing, US GAAP
Education
Harvard Business School Executive Education
Penn State University 1970 — 1975
BS, Business Administration/Accounting
CAN Capital, Inc. 2004 - Present
Endeavor Pharmaceuticals, Inc. 2002 - 2004
Paul Hastings 2000 - 2002
PwC 1998 - 2000
Latham & Watkins 1993 - 1997
Skills
Privacy Law, Corporate Governance, Corporate Law, Mergers & Acquisitions, Intellectual Property, Due Diligence, Mergers, Securities Regulation, Corporate Development, Strategy, Venture Capital, Start-ups, Licensing, Joint Ventures, Litigation, Litigation Management, Private Equity, Commercial Litigation
Education
Harvard Law School 1990 — 1993
J.D., Law
University of California, Berkeley
B.A., Political Science and Rhetoric
The World Bank, Energy and Extractives Global Practice January 2015 - Present
Carbon Credit Capital May 2014 - August 2014
Robust Investment Advisors (Shanghai) March 2011 - July 2013
Robust Investment Advisors Inc. February 2009 - February 2011
KPMG July 2007 - December 2008
PwC June 2006 - November 2006
Education
Harvard University Kennedy School of Government 2013 — 2015
Master of Public Administration (MPA), International Trade and Finance
Korea University 2003 — 2007
Master of Laws (LLM), International Law
Korea University 1997 — 2003
Bachelor of Arts (BA), History Education
SNC-Lavalin March 2012 - Present
PwC September 2000 - March 2012
Skills
IFRS, Auditing, Financial Reporting, Accounting, Internal Controls, Financial Analysis, GAAP
Education
Haskayne School of Business 1996 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
PwC August 2015 - Present
Harvard University September 2010 - Present
Massachusetts State Senator Ben Downing June 2014 - August 2014
Westerman Ball Ederer Miller & Sharfstein, LLP January 2013 - June 2013
Bi County Auto Body June 2006 - September 2010
Skills
Research, Time Management, Quantitative Analysis, Document Coding, Microsoft Excel, Microsoft Office, Administrative Work, Public Speaking, PowerPoint, Event Planning, Economics, Data Analysis, Community Outreach, Analysis, Social Media, Spanish, Microsoft Word, Customer Service
Education
Harvard College 2010 — 2015
Bachelor of Arts (B.A.), Government
Hauppauge High School 2006 — 2010
High School Diploma
PwC January 2013 - Present
K&L Gates May 2009 - July 2009
Skills
Forensic Accounting, Accounting, CPA, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2012
Master of Science (MS), Accounting
Harvard Law School 2008 — 2009
Vanderbilt University 2005 — 2008
Bachelor of Science (B.S.), Economics; Human & Organizational Development
PwC July 2001 - Present
Skills
Corporate Tax, Auditing, Accounting, Internal Controls, Due Diligence, Financial Reporting, Income Tax, CPA, Assurance, Tax Advisory, Financial Analysis
Education
Harvard Law School 1987 — 1990
Doctor of Law (JD)
New York University
Master of Laws (LLM), Tax
PwC December 2013 - Present
Deloitte September 2011 - November 2013
James A. George, P.C. June 2008 - October 2010
Deloitte January 2009 - March 2009
Skills
US GAAP, Sarbanes-Oxley Act, Accounting, Auditing, Financial Analysis, GAAP, Internal Controls, Public Speaking, Credit Risk, Business Analysis, SAS, IFRS, Written & Oral..., Sales, Offshoring, Real Estate, Business Strategy, Financial Modeling, Business Process Mapping, Data Mapping, Banking, Management Consulting, Start-ups, Internal Audit, Microsoft Excel, Financial Reporting
Education
Harvard University 2011 — 2013
Social Entrepreneurship and Business
Suffolk University 2006 — 2010
BSBA, Accounting, 4.0/4.0
Medford Highschool 2002 — 2004
PwC July 2012 - Present
PwC January 2011 - April 2011
Skills
CPA, ASC 740, FIN 48, FAS 5, Financial Reporting, US GAAP, Corporate Tax, Income Tax, GAAP, Tax Research, Tax Accounting, SEC filings, Tax, Big 4, Sarbanes-Oxley Act, Accounting, Financial Accounting
Education
University of Tennessee-Knoxville 2011 — 2012
Master of Accountancy, Accounting
Haslam College of Business at the University of Tennessee 2007 — 2011
PwC July 2013 - Present
PricewaterhouseCoopers October 2010 - June 2013
University of Tennessee August 2009 - May 2010
Skills
CPA, Big 4, Assurance, Internal Controls, External Audit, Microsoft Excel, Lotus Notes, Accounting, Auditing
Education
University of Tennessee-Knoxville 2009 — 2010
MAcc, Master of Accountancy
University of Tennessee-Knoxville - College of Business Administration 2005 — 2010
Bachelor's degree, Accounting
HSBC Securities February 2015 - Present
HSBC Securities January 2013 - February 2015
PwC September 2011 - January 2013
Avondale Partners June 2010 - August 2010
Alliance Investment Planning Group August 2009 - May 2010
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Precedent Transactions, Capital IQ, Capital Markets, Valuation, Brazilian Portuguese, Mergers, Investment Banking, Investments, Programming, Spanish, Acquisitions, Java, Perl, Emerging Markets, Bloomberg, Fixed Income, Credit Analysis, Equity Valuation, Fluent English, Coding Languages, Asset Management, Leveraged Finance, Banking, DCF, Series 79, Series 63, LBO, Corporate Finance, Strategy, Analysis, Business Valuation, Equity Research, Mergers
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
Southern Illinois University, Carbondale 2005 — 2010
Bachelor of Science; Bachelor of Arts, Finance; Economics
Harvard University 2008 — 2008
Introduction to Capital Markets and Investments
Harvard University 2008 — 2008
Money, Financial Institutions, and Markets
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC September 2010 - June 2012
Skills
CPA, US GAAP, SEC filings, Auditing
Education
University of Tennessee-Knoxville 2009 — 2010
Master of Accountancy
University of Tennessee-Knoxville - College of Business Administration 2005 — 2009
Bachelor of Science, Business Administration, Accounting
Deloitte February 2015 - Present
L Brands May 2003 - February 2015
- February 2001 - May 2003
PwC January 1996 - February 2001
Applied Business Systems February 1984 - January 1996
Kaiser Permanente September 1976 - February 1984
Skills
Change Management, Human Resources, Strategy, Talent Acquisition, Talent Management, Business Intelligence, HRIS, Personnel Management, Management, Employee Relations, Employee Benefits, Management Consulting, PeopleSoft, Performance Management, Strategic Planning, Program Management, Business Analysis, Leadership, Recruiting, Consulting, Project Management
Education
Harvard University 1971 — 1976
A.B., Psychology and Social Relations
Prelude Ventures June 2015 - Present
Eos Energy Storage June 2014 - September 2014
Bain & Company September 2010 - June 2013
PwC June 2009 - September 2009
Nexia Solutions June 2008 - September 2008
Skills
Management Consulting, Strategic Consulting, Strategy, Financial Modeling, Business Strategy, Organizational Design, Data Analysis, Valuation, Analytics, Due Diligence, Business Analysis, Performance Improvement, Private Equity, Change Management, Competitive Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Oxford 2006 — 2010
Master of Science (MS), Physics, First Class
PwC July 2015 - August 2015
University of Illinois at Urbana-Champaign August 2014 - December 2014
ICBC international July 2014 - August 2014
CITIC Capital January 2014 - February 2014
Skills
Statistics, SAS programming, VBA, Time Series Analysis, Data Analysis, Microsoft Excel, Microsoft Office
Education
Harvard University 2015 — 2017
Master’s Degree, Biostatistics
University of Illinois at Urbana-Champaign 2012 — 2015
Bachelor of Science, Statistics, 3.98
Harbor Spring Capital, LLC February 2013 - Present
Asian Century Quest Capital LLC November 2004 - January 2013
Millgate Capital September 1999 - January 2004
HSBC February 1998 - September 1999
J.P. Morgan 1993 - 1996
PwC 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Equities, Due Diligence, Fund Of Funds, Investor Relations, Valuation, Investments, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
MBA, Finance and Accounting
Harvard University 1986 — 1990
BA, Government
PwC August 2015 - Present
Monitor 360 March 2013 - July 2015
Grant Thornton LLP September 2011 - February 2013
Toffler Associates July 2007 - September 2011
Booz Allen Hamilton July 2005 - June 2007
Field Strategies Inc June 2001 - July 2003
Skills
Program Management, Policy Analysis, Management Consulting, International Relations, Government, Business Strategy, Public Policy, Strategy, Analysis, Defense, Homeland Security, Analytics, Intelligence, Policy, Strategic Communications, Strategic Planning, Organizational..., Proposal Writing, Leadership, Budgets
Education
Harvard University Kennedy School of Government 2003 — 2005
MPP, Public Policy
Williams College 1997 — 2001
Bachelor of Arts, Political Science & Psychology
OpportunitySpace June 2013 - Present
PwC November 2009 - June 2011
Marsh & McLennan Companies May 2007 - November 2009
Diligence November 2005 - March 2007
GlobalOptions, Inc. February 2005 - November 2005
Ogilvy Public Relations October 2003 - February 2005
Skills
Governance, Private Investigations, Computer Forensics, Strategy, Policy Analysis, Due Diligence, Strategic Planning, Nonprofits, Management Consulting, Financial Modeling, Business Strategy, Social Media, Strategic Communications, Infrastructure, Government, Business Intelligence
Education
Harvard Kennedy School of Government 2011 — 2013
Master of Public Policy, Business-Government Relations
University of Pennsylvania 1999 — 2003
BA, Communications
Bow Street LLC May 2011 - Present
MSD Capital March 2008 - May 2011
PwC 2004 - 2006
Skills
Private Equity, Valuation, Financial Modeling, Hedge Funds, Due Diligence, Equities, Alternative Investments, Investment Banking, Venture Capital, Corporate Finance, Mergers & Acquisitions, Investments, Capital Markets, Financial Analysis, Strategy, LBO, Business Strategy, Asset Management, Corporate Development, Entrepreneurship
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Yale University 2000 — 2004
Bachelor of Arts (B.A.)
J.P. Morgan August 2015 - Present
University of Virginia Darden School of Business July 2013 - Present
J.P. Morgan Asset Management, Private Bank June 2014 - August 2014
Fourth Factor Advisors September 2013 - January 2014
PwC June 2013 - July 2013
PwC September 2010 - June 2013
PwC April 2012 - May 2012
PwC June 2009 - July 2009
Banc of America Securities June 2008 - August 2008
Skills
Financial Analysis, Investment Management, Capital Markets, Financial Services, Accounting, Financial Accounting, Financial Reporting, Corporate Social..., Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master's degree, Accounting
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's degree, Business Administration; Political Science
London School of Economics and Political Science 2007 — 2007
Summer School, Political Science; Management
Harvard University 2006 — 2006
Summer School, Management
University of Virginia
University of Virginia
Akin Gump Strauss Hauer & Feld LLP March 2009 - Present
Colony Capital March 2009 - April 2012
Latham and Watkins September 2006 - March 2009
PwC June 2001 - August 2001
Skills
Due Diligence, Private Equity, Investments, Real Estate, Asset Managment, Corporate Law, Real Estate Economics
Education
Harvard Law School 2003 — 2006
Doctor of Law (JD)
UCLA 1999 — 2003
Bachelor of Science (BS), Major in Business Economics and Political Science, Minor in Accounting
PwC August 2004 - Present
Skills
Private Equity, Analysis, Tax, Investments, Real Estate, Financial Structuring, Financial Analysis, Financial Reporting, Income Tax, US GAAP
Education
Haslam College of Business at the University of Tennessee 2003 — 2004
Masters, Accounting
Haslam College of Business at the University of Tennessee 2000 — 2003
Bachelors, Accounting
PwC July 2011 - Present
PricewaterhouseCoopers July 2009 - June 2011
PwC September 1998 - June 2009
Skills
Assurance, Aerospace, Internal Controls, US GAAP, Financial Reporting, Auditing, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, Defense, GAAP, SEC Financial Reporting
Education
University of Tennessee-Knoxville - College of Business Administration 1995 — 1997
Bachelor of Science in Business Administration, Accounting
Ernst & Young October 2010 - Present
IBM July 2008 - September 2010
MFG Consulting February 1999 - July 2008
Softbank and Ziff Davis Net January 1997 - February 1999
Marakon June 1995 - January 1997
PepisCo March 1991 - July 1993
PwC January 1988 - March 1991
Skills
CPA - Certified Public..., PMP- Certified Project..., Strategic Planning, Shared Services, Outsourcing, Talent Management, People Performance..., Project Management, Employee Training, Change Management, Business Analysis, Vendor Management, Team Management, Service Delivery, Requirements Analysis, Business Intelligence, Business Development, Marketing Strategy, Communications Planning, Vendor Selection, Management Consulting, Business Process..., Business Process..., Operating Model Design, Operating Model Strategy, Operating Model..., Intelligent Cost..., New Product Development, Consulting Quality..., Consulting Practice..., Business Case..., Global Management, Global Sourcing, Due Diligence, Integration, BPO, Business Case, Strategy
Education
Harvard Business School 1993 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University Bloomington 1985 — 1987
Bachelor's Degree, Accounting
Wittenberg University 1983 — 1985
Two years spent studying Engineering then transferred to Indiana University, Engineering, Distinction
Government Contract Associates (GCA) 1994 - Present
GCA Report / GCA Digest 1993 - Present
PwC 1994 - 1999
ABB 1992 - 1994
Hexcel Corporation 1991 - 1992
Defense Contract Audit Agency 1986 - 1991
Skills
Government Contracting, Government Accounting, Government..., Government Contract..., Government Contract..., Government Contract...
Education
Harvard Business School
Master of Business Administration (MBA), Business Administration and Management, General
UC Berkeley
Bachelor of Arts (BA), Economics
PwC September 1991 - Present
Education
Indiana University Bloomington 1987 — 1991
BS, Finance and Accounting
Harvard University
PwC October 2013 - Present
PwC December 2010 - October 2013
Deloitte September 2009 - December 2010
Skills
International Tax, Corporate Tax, Tax, Accounting, Income Tax, CPA, Sarbanes-Oxley Act, Auditing, Financial Accounting, GAAP, Tax Preparation, Financial Analysis, Tax Research, Tax Accounting, Financial Statements, Internal Controls, SEC filings, Transfer Pricing, Financial Modeling
Education
University of Tennessee-Knoxville 2008 — 2009
Masters in Accounting, Tax Accounting
University of Tennessee-Knoxville - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Accounting
Harbor Retirement Associates, LLC 2014 - Present
PwC 2010 - 2012
Grant Thornton LLP 2007 - 2008
KPMG LLP 2004 - 2007
KPMG LLP 2002 - 2004
Skills
Auditing, Financial Reporting, CPA, Internal Controls, Valuation, Financial Modeling, Financial Analysis, Finance, SEC filings, US GAAP, Mergers & Acquisitions, Corporate Finance, Financial Accounting, GAAP, Accounting, Real Estate Development, Real Estate Financing, Market Research, SEC Filings
Education
Providence College 1999 — 2002
Baccalaureate, Accounting
Villanova University 1997 — 1999
Accounting and Finance, Transferred to Providence College
Harvard University 2005 — 2007
Extension School
Investment Banking Institute
Financial Modeling and Valuation Training
PwC February 2011 - Present
OnPoint Strategic Solutions December 2009 - February 2011
GE Capital, GE Commerical Finance June 1989 - January 2009
JP Morgan 1984 - 1989
Price Waterhouse 1981 - 1984
Skills
Corporate Finance, Acquisition Integration, Financial Analysis, Due Diligence, Financial Modeling, Mergers & Acquisitions, Restructuring, Accounting, Mergers, Internal Controls, US GAAP, Business Strategy, Finance, Financial Audits, Management, Private Equity, Process Improvement, Risk Management, Sarbanes-Oxley Act, Strategy, Valuation
Education
University of Wisconsin-Madison 1977 — 1981
BBA, Finance & Accounting
Harvard Business School
Executive Education - Focused Financial Management: Valuation
Harvard Business School
Executive Education - Focused Financial Management: Corporate Restructuring, Mergers & Acquisitions
PwC October 2014 - Present
Ernst & Young January 2013 - October 2014
Dixon Hughes Goodman LLP May 2009 - December 2012
Deloitte June 2008 - August 2008
Westside Psychology & EAP PLLC September 2004 - May 2008
Dixon Hughes PLLC June 2007 - August 2007
Vanderbilt Mortgage and Finance, Inc June 2006 - April 2007
Skills
Accounting, Consolidation, Tax, Mergers, GAAP, Income Tax, CPA, Internal Controls, SEC filings, US GAAP, Auditing, Financial Reporting, International Tax, Mergers & Acquisitions, Tax Advisory
Education
University of Georgia - Terry College of Business 2008 — 2009
MAcc, Tax
Haslam College of Business at the University of Tennessee 2004 — 2008
Bachelor of Science, Accounting, Finance
Self-employed President, CIOMFS Investment Management1985 - 2004
PwC 1981 - 1983
Education
Harvard Business School 1983 — 1985
MBA
Lehigh University 1977 — 1981
BS, Finance, Accounting
IGS 2000 - Present
PwC 1989 - 2000
Skills
M&A support, Strategy Consulting, Leadership, Due Diligence, Marketing Strategy, Business Strategy
Education
Harvard Business School 1997 — 1998
Master of Business Administration (MBA)
Boston College 1985 — 1989
Bachelor of Science (B.S.)
PwC August 2002 - Present
Skills
Mergers, Stock Compensation, Sarbanes-Oxley Act, Auditing, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2002
Masters of Professional Accounting
Haslam College of Business at the University of Tennessee 1997 — 2001
BS, Finance
PwC 1999 - Present
PwC 2009 - Present
Skills
Internal Controls, Financial Reporting, Due Diligence, US GAAP, IFRS, Mergers, Private Equity, Acquisition Integration, Large Deals, Accounting, Strategy, Business Valuation, Deals, Cross-border..., Management Consulting, Mergers & Acquisitions, Cross-border M&A, Corporate Finance, Financial Analysis
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA)
University of Missouri
PwC June 2000 - Present
Hay Group September 1996 - June 2000
DeMaria, Ellis & Hunt November 1990 - 1995
Drinker Biddle & Reath LLP September 1984 - November 1990
Skills
Human Resources, Pensions, Employee Benefits, Deferred Compensation, Income Tax
Education
Harvard Law School 1981 — 1984
Doctor of Law (J.D.)
The Catholic University of America 1977 — 1981
B.S., Politics
PwC March 2015 - Present
Executive Chamber, Office of the Governor, State of New York September 2013 - March 2015
New York City Economic Development Corporation June 2012 - July 2012
New Haven Economic Development Corporation May 2011 - August 2011
Michael Van Valkenburgh Associates, Inc. August 2006 - June 2010
Let's Go Italy June 2006 - August 2006
Skills
Sustainability, Financial Modeling, Non-profits, Valuation, Due Diligence, Project Management, Research, Strategic Planning, Data Analysis, Business Strategy, Program Management, Analysis, Nonprofits, Entrepreneurship
Education
Yale University - Yale School of Management 2010 — 2013
MBA
Yale University School of Forestry & Environmental Studies 2010 — 2013
MEM, Environmental Management
Harvard University 2002 — 2006
BA, History of Art and Architecture
Hunter College High School 1996 — 2002
Monster Worldwide December 2014 - Present
Monster Worldwide July 2013 - December 2014
Hoffman Alvary & Co. 2001 - 2009
Salomon Smith Barney August 2000 - January 2001
Goldman Sachs 1998 - 2000
Goldman Sachs 1996 - 1998
PwC 1996 - 1996
PwC 1993 - 1996
Skills
Financial Analysis, Financial Planning, Financial Modeling, Report Writing, Strategic Planning, Forensic Accounting, Presentation Development, Management Consulting, Litigation Support, Budgets, Analysis, Valuation, Due Diligence, Management, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
Harvard University
A.B., Chinese History
PwC January 2015 - Present
JPMorgan Chase & Co. April 1997 - October 2014
Federal Reserve Bank of New York 1987 - 1997
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Risk Management, Banking, Business Strategy, Financial Regulation, Structured Products, Investment Banking, Structured Finance, Securities, Hedge Funds, Financial Modeling
Education
Harvard University, John F. Kennedy School of Government 1985 — 1987
Masters in Public Policy
Tufts University 1981 — 1985
BA, Political Science
Mollenhour Gross, LLC November 2012 - Present
PwC September 2011 - November 2012
PricewaterhouseCoopers June 2010 - August 2010
Moon Capital Management, LLC May 2007 - August 2007
Skills
Financial Reporting, Accounting, US GAAP, Internal Controls, Financial Analysis, Due Diligence, Financial Accounting, CPA, Private Equity, Tax, GAAP
Education
University of Tennessee College of Law 2008 — 2011
Juris Doctor, Law
Haslam College of Business at the University of Tennessee 2007 — 2008
Master of Accountancy, Audit/Controls
Haslam College of Business at the University of Tennessee 2004 — 2007
B.S. in Accounting/Finance, Accounting/Finance
PAREXEL 2012 - Present
Knowledgent Group August 2010 - Present
Meridian Technologies, Inc July 2008 - Present
PriceWaterhouseCoopers 2004 - 2008
PwC 2004 - 2008
PwC 2004 - 2008
Independent Consultant 1992 - May 2004
DBMI, Inc 1980 - 1992
Skills
Enterprise Architecture, Professional Services, Data Warehousing, Architecture, IT Strategy, CRM, Information Technology, Business Intelligence, SDLC, Enterprise Software, ETL, Architectures, Business Process, Solution Architecture, Business Analysis, Consulting
Education
Massachussetts Institute of Technology 1978 — 1980
Master of Science, Aeronautics and Astronautics
Harvard University 1970 — 1975
Applied Mathematics
MIT Sloan August 2014 - Present
American Express June 2015 - August 2015
PwC January 2014 - August 2014
KPMG October 2005 - October 2013
Skills
Auditing, External Audit, Big 4, SEC filings, CPA, Banking, Financial Accounting, Assurance, Internal Controls, Financial Services, US GAAP, Accounting, Sarbanes-Oxley Act, Income Tax, GAAP, SEC Filings, Financial Reporting, Financial Analysis, Finance, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Harvard Law School 2015 — 2015
Mergers and Acquisitions
Colegio San Ignacio
Attorney June 2012 - Present
BOTM 2007 - Present
McDermott Will & Emery February 2007 - May 2012
United States Treasury Office of Tax Policy August 2005 - January 2007
PwC July 1999 - June 2005
Baker & McKenzie June 1966 - June 1999
Skills
Federal Income Tax:..., Corporate Governance, Tax Law, Corporate Law, International Tax, Intellectual Property, Legal Research, Litigation, Commercial Litigation, Cross-border..., Securities Regulation, Appeals, Legal Writing
Education
Harvard Law School 1963 — 1966
LL.B., Law
Harvard College 1960 — 1963
A.B.,, Government
The Lawrenceville School 1958 — 1960
PwC April 2015 - Present
Crowe Horwath LLP October 2012 - April 2015
Imowitz Koenig & Co. LLP February 2012 - September 2012
Ernst & Young July 2011 - February 2012
PricewaterhouseCoopers July 2009 - July 2011
PricewaterhouseCoopers June 2008 - August 2008
Sovereign Bank July 2006 - May 2008
Sovereign Bank September 2006 - June 2007
Skills
Tax, Financial Risk, Asset Management, Accounting, Due Diligence, Banking, Financial Accounting, Management, Corporate Tax, US GAAP, Finance, Sanctions, AML, Lookback, Investigations, Fraud, Quality Control, Data Validation
Education
Harvard Extension School
Master's degree, Information Management Systems
Rutgers, The State University of New Jersey-Newark 2006 — 2009
BSc, Accounting, Finance
UMass Building Authority July 2013 - Present
Massachusetts School Building Authority January 2005 - July 2013
PwC June 1997 - January 2005
Education
Kellogg Graduate School of Management 1994 — 1996
Master of Management, Accounting/Finance
Harvard University 1986 — 1990
English
Norwest Venture Partners November 2011 - Present
PwC September 2010 - October 2011
Education
Harvard College
Economics
UMass Dartmouth August 2010 - January 2015
PwC 2015 - 2015
Walt Disney World August 2013 - January 2014
UMass Dartmouth September 2011 - June 2013
UMass Dartmouth September 2012 - May 2013
Rosemary Mugambi, Attorney at Law August 2012 - January 2013
Match Education 2013 - 2013
UMass Dartmouth September 2010 - May 2011
Cambridge Rindge and Latin School September 2006 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Filing, Teamwork, Social Media, Management, Event Planning, Nonprofits, Customer Service, Time Management, Facebook, Access, Social Media Marketing
Education
University of Massachusetts Dartmouth 2010 — 2015
Bachelor of Science (BSc), Accounting, 3.2
CRLS 2006 — 2010
Harvard University
Ewell, Brown & Blanke LLP February 2015 - Present
Texas Attorney General July 2012 - February 2015
Friedman Kaplan Seiler & Adelman LLP February 2009 - June 2012
Vinson & Elkins LLP September 2006 - January 2009
PwC May 2002 - July 2003
Skills
Certified Public..., Commercial Litigation, Litigation, Legal Research, Civil Litigation, Tax Law, Civil Rights Litigation, Administrative Law, Employment Law
Education
Harvard Law School 2003 — 2006
JD, Law
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2001
Master in Professional Accounting, 2001, Taxation
The University of Texas at Austin 1996 — 2000
BA, English
Greenberg Traurig, LLP July 2015 - Present
Pleasant View Mobile Home Park, LLC November 2013 - Present
RBC Capital Markets December 2010 - May 2015
PwC February 2006 - December 2010
Skills
Corporate Tax, Tax Law, International Tax, Cross-border..., Tax, Private Equity, Mergers & Acquisitions, Tax Advisory, Corporate Law, Financial Analysis, Restructuring, Income Tax, Corporate Finance, Accounting, Financial Accounting, Transfer Pricing, Auditing, Financial Instruments, Hedge Funds, PE funds, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Derivatives Trading, Fixed Income, Equities, Financial Structuring, Tax Accounting
Education
NYU 2003 — 2004
LL.M, Tax Law
Harvard Law School 1993 — 1996
JD, Law
The University of Chicago
AB, Classics and Classical Languages, Literatures, and Linguistics
The University of Texas at Austin
Master of Arts (M.A.), Indo European Lingusitics
Thomas Mowry CPA,INC June 2004 - Present
PwC January 1995 - May 2004
Education
Harvard University 1988 — 1993
Master of Business Administration (M.B.A.), Accounting, 1997
PwC December 2013 - Present
Skills
Inventory Management, Forecasting, Team Building, Business Analysis, Cross-functional Team..., Team Leadership, Leadership, Management, E-commerce, Process Improvement, Supply Chain Management, Retail, Vendor Management, Microsoft Office, Merchandising, Microsoft Excel, Logistics, Strategic Planning
Education
Harvard University
Master of Business Administration (MBA)
University of Michigan
BSME
Lettis Consultants International 2012 - Present
Fugro William Lettis & Associates June 2010 - December 2011
PwC August 2002 - April 2004
Skills
Seismic Hazard Analysis, Structural Geology, Geophysics, Seismology, Geological Mapping, Stratigraphy, Logging, Modeling, Geology, GIS
Education
University of Southern California 2004 — 2010
Doctor of Philosophy (Ph.D.), Geological and Earth Sciences/Geosciences
Harvard University 1998 — 2002
AB, Earth and Planetary Sciences
BlackRock June 2013 - Present
Fidelity Investments January 2009 - 2011
PwC September 2007 - January 2009
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.)
UNC Chapel Hill 2003 — 2007
The London School of Economics and Political Science (LSE) 2006 — 2006
Summer School, Macroeconomics
PwC 2013 - Present
Harvard Prison Legal Assistance Project February 2011 - May 2013
MIT Investment Management Company June 2012 - August 2012
Moss Adams LLP January 2008 - February 2009
Education
Harvard Law School 2010 — 2013
Doctor of Law (JD), Law
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (BA), Business-economics.