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
PwC September 2013 - Present
PwC June 2012 - August 2012
De Anza College September 2010 - June 2011
Skills
Microsoft Excel, Auditing, Accounting, PowerPoint, Data Analysis, Financial Modeling, Microsoft Word, Research, Sales, Customer Service, US GAAP, Financial Reporting, Financial Analysis, Leadership, Team Leadership, Assurance, Financial Accounting, Analysis, Microsoft Office, Corporate Finance, Teamwork, Market Research, Public Speaking, Time Management, VBA
Education
UC Berkeley Haas School of Business 2011 — 2013
Bachelor's Degree, Business Administration, 3.77
De Anza College 2009 — 2011
Associate's Degree, Liberal Arts with an emphasis in Business and Computer Information Systems, 3.97
Cupertino High School 2006 — 2010
High School
Schmidt's Girls College 2001 — 2006
PwC July 2015 - Present
PwC January 2014 - March 2014
Loeks Theatres, Inc. May 2012 - December 2013
Skills
Microsoft Office, Public Speaking, Auditing, Accounting, General Ledger
Education
Grand Valley State University 2013 — 2015
Master's degree, Accounting, 3.8
Davenport University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.75
Crawford, Pimentel & Co., Inc. January 2014 - Present
PwC June 2013 - August 2013
Skills
Tax Returns, Corporate Tax, Cash Flow, Financial Statements, Financial Accounting, Accounting, Financial Reporting, General Ledger, Tax, Income Tax, Tax Preparation, Account Reconciliation, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Journal Entries, Financial Analysis, Fixed Assets, GAAP, Payroll, Accruals, Microsoft Excel, Bank Reconciliation
Education
San Jose State University 2011 — 2013
Bachelor's Degree, Business Administration, Accounting
De Anza College 2008 — 2011
Associate's Degree, Accounting
PwC October 2013 - Present
Deloitte & Touche May 2011 - October 2013
Select Energy Services April 2011 - May 2011
Deloitte April 2009 - July 2010
Skills
IFRS, Financial Reporting, GAAP, Auditing, Internal Audit, Internal Controls, Banking, External Audit, US GAAP, Accounting, Assurance, Risk Management, Tax, Financial Analysis, Financial Statements, Finance, Financial Audits, Financial Accounting, Sarbanes-Oxley Act, Consolidation, Big 4
Education
Damascus University 2003 — 2007
BA, Accounting
PwC July 2015 - Present
PwC August 2012 - June 2015
General Mills June 2011 - September 2011
Cannon Design June 2010 - September 2010
Education
The Thayer School of Engineering at Dartmouth College 2011 — 2012
Bachelor of Engineering (B.E.), Mechanical Engineering
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Engineering Sciences
The Loomis Chaffee School 2004 — 2007
High School, General Education
Stonecrest Financial July 2014 - May 2015
The Madame Tam Bistro May 2014 - July 2014
PwC January 2014 - May 2014
San Jose State University April 2013 - May 2014
San Jose State University January 2013 - May 2014
De Anza College September 2009 - June 2012
Skills
Microsoft Excel, Teamwork, Accounting, Microsoft Word, Research, Microsoft Office, PowerPoint, Customer Service, English, Financial Analysis, Data Entry, Accounts Payable, QuickBooks, Management, Finance, Sage 100 ERP
Education
Golden Gate University 2015 — 2016
Master's degree, Taxation
San Jose State University 2012 — 2014
Bachelor's degree, Accounting, Major GPA: 4.0; SJSU GPA: 3.99
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Carlson School of Management September 2013 - Present
AccountAbility Minnesota October 2013 - Present
PwC March 2012 - August 2012
Zurich Insurance Company Ltd. June 2011 - August 2011
China Petroleum March 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Public Speaking, C++, Java, C, Tax, Supply Chain Management, Access, Finance, Accounting, Auditing
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Taxation, Taxation
Dalian University of Technology 2009 — 2013
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Forrest Solutions Group November 2013 - Present
PwC November 2000 - October 2013
Skills
Lotus Notes, Microsoft Excel, Outlook, Records Management, Microsoft Word, PowerPoint, Microsoft Office
Education
Dean College
Associate's Degree, Communication and Media Studies
PwC July 2015 - Present
PwC July 2013 - Present
PwC July 2010 - July 2013
Coastal Business August 2004 - July 2008
Skills
Microsoft Excel, PowerPoint, Tax Preparation, Auditing, Hedge Funds, Private Equity, Banking, Tax, Partnerships, Accounting, SEC filings, Internal Controls, Financial Reporting, Financial Accounting
Education
Wake Forest University 2008 — 2009
MSA, Accounting
Davidson College 2004 — 2008
BA, English, Economics
PwC March 2005 - Present
PricewaterhouseCoopers March 2005 - Present
Stanford Hospital & Clinics November 2002 - March 2005
Solectron March 2002 - October 2002
Comdisco February 2000 - February 2002
Skills
Administrative..., Human Resources, Project Management, Time Management, Management, Invoicing, Accounts Receivable, Customer Service, Process Scheduler, Interviews, Lotus Note, Microsoft Word, Microsoft Excel, PowerPoint, Office Management, Sales, Editing, Travel Arrangements, Databases, Onboarding, Calendaring, Proofreading, Calendars, Expenses, Data Entry, Administration, Office Administration, Outlook, Payroll, Administrative...
Education
De Anza College
Associate of Arts, English Language and Literature/Letters
CPL Jobs Hungary April 2014 - Present
CPL Jobs Hungary February 2013 - April 2014
Kupon Vilag- Rebate Networks October 2010 - February 2013
PwC December 2008 - September 2010
Skills
Recruiting, Human Resources, Interviews, Online Marketing, Public Relations, Payroll, Management, Contract Recruitment, Job Descriptions, Advertising, Marketing, Strategic Planning, Project Management, Business Strategy, Sales, HR Consulting, Talent Management, Account Management, Social Media, Online Advertising, Organizational..., Temporary Staffing, English, Negotiation, Employee Relations, Talent Acquisition, Employer Branding, Executive Search, Sourcing, Technical Recruiting, Recruitment Advertising, Graduate Recruitment, Business Development
Education
Debreceni Egyetem 2007 — 2011
BA, Andragogy
Montgomery Coscia Greilich LLP April 2015 - Present
PwC January 2015 - March 2015
Santander Consumer USA Inc. September 2014 - December 2014
Santander Consumer USA Inc. August 2013 - August 2014
Santander Consumer USA Inc. May 2013 - August 2013
Skills
Leadership, Accounting, Critical Thinking, Public Speaking, CPA, Customer Satisfaction, Account Reconciliation, General Ledger, Auditing, Team Building, Coaching, Event Planning, Marketing, Bilingual, Leadership Development, Sales Tax, Teamwork, GAAP, Cost Accounting, Sarbanes-Oxley Act, Management Accounting, Financial Accounting, Risk Management, Forecasting, Internal Audit, Corporate Finance, Finance, Variance Analysis, CMA, Detailed Oriented, Mentoring, Conflict Resolution, Fundraising, International Business, Capital Budgeting, Revenue Recognition, Multi-Cultural..., Inventory Management, Business Strategy, Negotiations, Profit Maximization, Project Management, Business Modeling, P&L Management, Analytics, Cash Flow, Concept Development, Restructuring, Business Planning, Manufacturing
Education
Texas Woman's University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Senior, 4.0 GPA
Dallas County Community College 2010 — 2012
Accounting, Accounting, 4.0 GPA
PwC 1989 - Present
Skills
Internal Controls, Private Equity, Accounting, IPO, SEC filings, Assurance, Asset Management, Real Estate, Fund Of Funds, Alternative Investments, Financial Reporting, Auditing, Finance, GAAP, Hedge Funds, Investments, US GAAP
Education
Dartmouth College 1984 — 1988
BA, Economics
EY September 2014 - Present
EY June 2013 - August 2013
PwC January 2013 - May 2013
G4S January 2012 - May 2013
Skills
Peachtree, Sales customer service, Cpr Certified, CCTV, Microsoft Office, Leadership Development, Communication, Problem Solving, Data Entry, Teamwork, Leadership, Microsoft Word, PowerPoint, Security Operations, AED, Critical Thinking, Financial Reporting, Outlook, Accounts Payable, Research, Accounts Receivable
Education
San Jose State University 2012 — 2014
Bachelor's degree, Accounting
De Anza College
Associate of Arts (A.A.)
Great-West Life December 2003 - Present
DRIE 2002 - 2005
PwC February 2001 - November 2003
Skills
IT Audit, CISA, Internal Audit, Enterprise Risk..., Risk Management, Auditing, Internal Controls, Risk Assessment, Assurance, COBIT, Business Continuity, Disaster Recovery, External Audit
Education
Dalhousie University 1993 — 1997
BCOM, Accounting
8x8, Inc. August 2012 - Present
WhiteHat Security 2012 - 2012
Palo Alto Networks March 2011 - May 2011
PwC November 2010 - March 2011
Google July 2010 - November 2010
Lockheed Martin Information Technology August 2004 - October 2007
Skills
Both Mac and PC..., Coordinate trade..., facilitated and hosted..., book locations,..., Coordinate scheduling,..., proactive and able to..., able to work..., Training, Time Management, Management, Administrative..., Teamwork, Microsoft Excel, PowerPoint, Project Planning, Data Entry
Education
De Anza College 2012 — 2014
Associate's degree, Business/Corporate Communications
PwC September 2015 - Present
Crown Worldwide Group June 2014 - July 2014
San Jose State University College of Business Department of Organization and Management August 2013 - December 2013
Technology Credit Union June 2013 - August 2013
Professional Plastics July 2009 - April 2012
Marsh August 2005 - April 2009
Marsh February 2002 - August 2005
Skills
Customer Service, Insurance, Outlook, Negotiation, Microsoft Excel, Microsoft Word, Process Improvement, Business Process Mapping, Risk Assessment, Procedure Development, Fraud Detection, Financial Investigation, Leadership, PowerPoint, Public Speaking, Event Planning, Presentations, Visio, MS Excel Pivot Tables, Enterprise Risk...
Education
San Jose State University 2012 — 2014
Bachelor of Science (BS)
De Anza College
Associate of Arts (A.A.)
PwC November 2010 - October 2013
Al Kadi Office October 2009 - October 2010
Skills
Microsoft Office, Famililar with SAP..., IFRS, ISA, Auditing, External Audit, Financial Reporting, Accounting, Financial Accounting, Internal Controls, Internal Audit, Assurance, Financial Analysis, GAAP, US GAAP, Managerial Finance, Finance, Cash Management, Bookkeeping, Cash Flow, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Consolidation, Tax, Big 4, Accruals, General Ledger, Variance Analysis, Corporate Tax, CPA, Forensic Accounting, Statutory Accounting, Income Tax, Fixed Assets, Tax Accounting, Financial Risk, Management Accounting, Enterprise Risk..., SEC filings, Account Reconciliation, COSO, Cost Accounting, Tax Advisory
Education
Damascus University 2008 — 2013
Master of Science (M.Sc.), Auditing, GPA (3.75)
Damascus University 2004 — 2008
Bachelor of Science (BS), Accounting, GPA (3.45)
PwC July 2013 - Present
PwC August 2011 - June 2013
GE May 2010 - August 2010
URS Corporation December 2006 - December 2009
Oxfam America January 2007 - August 2009
Skills
Sustainability, Environmental Awareness, Management, Research, Project Management, Environmental Policy, Environmental Impact..., Strategy, Energy, Strategic Planning
Education
Yale University 2009 — 2011
Master of Environmental Management (Water Resources)
Dartmouth College 2002 — 2006
Bachelor of Arts, History
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC February 2011 - July 2012
Corporate Executive Board September 2010 - January 2011
Corporate Executive Board April 2009 - September 2010
Corporate Executive Board June 2008 - April 2009
Wachovia June 2007 - August 2007
Skills
Change Management, Management Consulting, Training, Organizational Design, Strategy, Marketing, Internal Communications, Financial Services, Sales, Leadership, Business Strategy, Microsoft Excel, Visio, Project Management, Financial Modeling, Captivate, Spanish, B2B, PowerPoint, Media Relations, HTML
Education
Davidson College 2004 — 2008
B.A., Economics
PwC September 2015 - Present
Professional Therapy Solutions March 2013 - March 2014
Gap Inc./Banana Republic October 2011 - February 2012
The Philippine STAR March 2010 - September 2011
Young & Rubicam Group September 2009 - September 2009
Skills
Writing, Advertising, Marketing, Retail, Merchandising, HR Information..., Marketing Communications, Social Media Marketing
Education
Walsh College 2014 — 2015
Master of Science in Accountancy
De La Salle University 2006 — 2010
Bachelor of Science in Commerce, Advertising Management
PwC September 2015 - Present
Kurt Salmon September 2005 - August 2015
Zeborg August 2002 - February 2004
Mercer Management Consulting September 1999 - April 2002
Putnam, Hayes & Bartlett August 1995 - August 1997
Skills
Start-ups, Strategy, Management Consulting, Market Research, Due Diligence, Business Strategy, Strategic Partnerships, Entrepreneurship, Strategic Sourcing, Analytics, Business Development, Business Transformation, Customer Insight, Executive Management, Financial Modeling, Leadership, Management, Marketing Strategy, Mergers, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA
The Amos Tuck School of Business at Dartmouth College 1997 — 1999
Master of Business Administration (M.B.A.)
Pomona College 1990 — 1994
BA, Science, Technology & Society
PwC January 2005 - Present
U.S. Government Accountability Office January 2004 - December 2004
Skills
Corporate Tax, Tax Accounting, SEC filings, Federal Tax, Accounting, Tax Advisory, Tax Research, Tax Compliance, CPA, US GAAP, Financial Reporting, Tax, Tax Law, VAT, FIN 48, Income Tax, State Tax
Education
The George Washington University - School of Business 2002 — 2003
M.Accy, Accountancy
Dartmouth College 1998 — 2002
A.B., Religion (Mathematics Minor)
Evanston Township High School 1994 — 1998
Flextronics September 2014 - June 2015
salesforce.com March 2012 - January 2014
salesforce.com January 2011 - March 2012
PwC June 2006 - December 2010
Entreprenuer 2001 - 2006
Accenture February 1998 - February 2000
Accenture September 1992 - January 1998
Skills
Leading..., Change Management, Talent Management, Performance Management, Thought Leadership, Employee Engagement, Cross-functional Team..., Human Resources, Organizational..., Program Management, Business Process, Leadership, Executive Coaching, Leadership Development, Business Process..., Stakeholder Engagement, Stakeholder Management, HRIS, Project Management, Business Development, Recruiting, Onboarding, Personnel Management, Staff Development, Analytics, Training, Professional Services, Succession Planning, Diversity & Inclusion, Employee Training, Consulting, Organizational..., Management Consulting, Employee Relations, Coaching, Career Development, Cloud Computing
Education
George Mason University 1989 — 1992
B.S., Decision Sciences/MIS
Davidson College 1987 — 1988
Liberal Arts
PwC September 2013 - Present
Cambridge Financial Group, LLC June 2012 - July 2012
ISAT Seismic Bracing August 2006 - September 2011
Skills
Investments, Microsoft Office, Project Management, Accounting, Analysis, Team Leadership, Business Development, Microsoft Excel, Auditing, Financial Accounting, Research, Strategic Financial...
Education
UCLA 2011 — 2013
Bachelor of Arts (B.A.), Economics
De Anza College 2008 — 2011
PwC June 2013 - Present
PwC November 2010 - June 2013
Diamond Management & Technology Consultants November 2008 - October 2010
Diamond Management & Technology Consultants November 2006 - October 2008
DiamondCluster International March 2005 - October 2006
Oxford Analytica January 2003 - September 2004
Business News Americas December 2002 - April 2004
Business News Americas December 2001 - December 2002
Skills
Strategy, Emerging Markets, Product Development, Customer Segmentation, Innovation, Market Analysis, Frameworks, Herding Cats, Segmentation, Management Consulting, Business Planning, Analysis, Financial Services, CRM, Leadership, Analytics, Growth Strategies, Business Transformation, Risk Management, Strategic Consulting, Valuation, Due Diligence
Education
Dartmouth College 1997 — 2001
BA, Government
London School of Economics and Political Science 1999 — 1999
Foreign Study Program, International Political Economy
PwC August 2012 - Present
Haas School of Business August 2010 - May 2012
PricewaterhouseCoopers May 2011 - August 2011
Virgin Mobile May 2006 - July 2010
Virgin Mobile April 2005 - May 2006
AT&T March 2004 - April 2005
AT&T August 2002 - February 2004
Skills
Valuation, Financial Modeling, Product Management, Product Launches, Business Case..., Cross-functional Team..., Financial Analysis, Analytics, Product Launch, Forecasting, Leadership, Market Research, Product Marketing, Analysis, Mergers & Acquisitions, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
Dartmouth College 1998 — 2002
B.A., Economics, French
PwC, Forensic Services September 2015 - Present
PwC August 2014 - August 2014
HSBC Commercial Banking June 2014 - July 2014
UC Berkeley March 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Data Analysis, Social Media, Leadership
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (BA), Economics
De Anza College 2011 — 2013
PwC August 2015 - Present
JBS USA June 2013 - August 2013
Perrigo September 2012 - December 2012
Perrigo May 2012 - August 2012
Grand Rapids Community College January 2012 - April 2012
Skills
Accounting, Auditing, Accounts Payable, Account Reconciliation, Tax Preparation, Peachtree, Tax Accounting, General Ledger, Microsoft Excel, Financial Accounting, Tax, Bookkeeping, Accounts Receivable, Payroll, Financial Analysis, Financial Statements, GAAP, US GAAP, Financial Reporting, Data Analysis, ACL, SAP
Education
Grand Valley State University 2014 — 2015
Master of Science in Accounting, GPA: 3.89
Davenport University 2012 — 2014
BBA Double Major: Accounting Information Management and Accounting Fraud Investigation, Graduated with Highest Honor. GPA: 3.9
Grand Rapids Community College 2011 — 2012
Transfer Student, Accounting, GPA: 3.8
Wyoming Park High School 2007 — 2011
High School Diploma, Accounting
PwC July 2014 - Present
PwC June 2013 - June 2014
PwC April 2011 - June 2013
PwC January 2011 - March 2011
PwC January 2009 - December 2010
Skills
Internal Controls, Business Process, Internal Audit, Governance, Assurance, Sarbanes-Oxley Act, Risk Management, Corporate Governance, COSO Framework, IT Controls, Project Assurance, Strategy, Financial Risk, Process Improvement
Education
Australian Institute of Chartered Accountants 2010 — 2013
Graduate Diploma of Chartered Accounting
Deakin University 2009 — 2010
Diploma in the Foundation of Chartered Accounting
The University of Western Australia 2004 — 2008
Bachelor of Commerce (B.Com.) and Bachelor of Arts (Communication Studies), Marketing, Management, Communication Studies, History
University of Haifa 2006 — 2006
Communication Studies - Exchange through University of Western Australia
Rossmoyne Senior High School 1998 — 2002
High School Diploma
PwC September 2013 - Present
PwC January 2013 - March 2013
Junta de Andalucía September 2011 - May 2012
William A McGovern CPA January 2011 - August 2011
Skills
Assurance, Accounting, PowerPoint, Microsoft Excel
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Accountancy
Dartmouth College 2006 — 2010
Bachelor of Arts (BA), Psychology
PwC July 2014 - Present
VeriFone July 2013 - Present
Liberty Mutual Insurance February 2013 - Present
The Event Source February 2012 - Present
Kforce Inc. June 2012 - January 2013
Corporate Merchant Solutions June 2010 - September 2011
Techno Global Inc. - Universal Studios Orlando- Client August 2008 - February 2010
Techno Global Inc August 2008 - February 2010
Fiserv January 2005 - August 2007
Skills
Hiring, PeopleSoft, Payroll, Customer Service, Cold Calling, Taleo, Sales, Salesforce.com, Bilingual, Recruiting, Interviews, Human Resources, Sourcing, Talent Management, Training, Temporary Staffing, Outlook, Onboarding, College Recruiting, Screening Resumes, Deferred Compensation, Applicant Tracking..., Personnel Management, Talent Acquisition, Benefits Negotiation, Staffing Services, Employee Relations, Internet Recruiting, New Hire Orientations, Management, Technical Recruiting, Temporary Placement, Contract Recruitment, Screening, Vendor Management, Permanent Placement, Negotiation, Staff Augmentation, Marketing, Employee Benefits, Executive Search, Recruitment Advertising, IT Recruitment, Time Management, Customer Satisfaction, Employer Branding, Resume Writing, HR Consulting, Performance Management, HR Policies
Education
Daytona State College 2000 — 2001
OST - Certified, OST- Microsoft Windows Office Certified
Trican Well Service Ltd. January 2015 - Present
Trican Well Service Ltd. February 2014 - December 2014
Schlumberger October 2012 - February 2014
Catalyst Solutions October 2010 - September 2012
IROC Energy Services January 2010 - July 2010
MNP September 2007 - July 2009
PwC May 2006 - August 2006
PwC September 2005 - December 2005
Nexen Inc. May 2004 - August 2004
Skills
Financial Reporting, Tax, Corporate Tax, Financial Accounting, Accounting, Income Tax, Assurance, General Ledger, Tax Preparation, Business Advisory, Internal Controls, GAAP, IFRS, Auditing, US GAAP
Education
Dalhousie University 2004 — 2007
B.Comm, Accounting
Mount Royal University 2001 — 2004
BA Diploma, Accounting
PwC August 2014 - Present
ISACA San Jose State University January 2013 - June 2014
PwC June 2013 - August 2013
ISACA San Jose State University July 2012 - January 2013
PwC June 2012 - July 2012
Save Mart Supermarkets July 2006 - May 2012
Education
San Jose State University 2012 — 2014
Bachelor of Science (BS), Business Administration - Accounting Information Systems, Cum Laude
De Anza College 2007 — 2012
Business Administration and Management, General
PwC July 2011 - Present
Skills
Forensic Analysis, Litigation Support, SQL, Microsoft SQL Server, Cybercrime, .NET, Risk Management, Oracle SQL, Visio, Data Analysis, Business Analysis, IT Audit, Business Intelligence, SAP R/3, SQL Server, Minitab, VBA, Access, Business Process, SharePoint, SAP, Tableau, Teradata, SAP FICO
Education
University of Southern California 2009 — 2011
MS, Industrial & Systems Engineering
Dalian Maritime University 2005 — 2009
BS, Logistics and Supply Chain Management
Dalian Maritime University 2005 — 2009
LLB, Maritime Law
PwC 1988 - Present
Skills
Performance Improvement, Management Consulting, Healthcare Consulting, Revenue Cycle, Financial Analysis, Due Diligence, Process Improvement, Healthcare Industry, Healthcare, Acquisition Integration, Business Strategy, Healthcare Management, Healthcare Information..., Strategic Financial..., Medical Coding, Finance, Regulatory Analysis, M&A due diligence, Strategy, Business Turnaround, Compliance, Clinical Documentation..., RAC Assistance, Medical Necessity...
Education
Dartmouth College 1981 — 1985
AB, French
Union College 1986 — 1988
MBA, Health Systems Administration
Global Endowment Management, LP August 2014 - Present
PwC June 2013 - July 2014
PricewaterhouseCoopers January 2011 - June 2013
Education
Wake Forest University 2009 — 2010
MSA, Accounting
Davidson College 2005 — 2009
BA, Economics
Spartanburg High
PwC January 1998 - Present
Education
Davenport University
Deloitte September 2014 - Present
PwC September 2013 - March 2014
Drexel University March 2013 - March 2014
Deloitte September 2012 - March 2013
Skills
AuditSystem -2, SAP GUI, VBA language in Excel, Statistical Lab, R statistics, Microsoft Office Suites, Language Skills:..., Training, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Public Relations, Customer Service, Accounting, Marketing Strategy, Strategy, Teamwork, Process Improvement, Public Speaking, Financial Analysis, Microsoft Word, Access, Research
Education
Drexel University - College of Business and Administration 2011 — 2014
Bachelor of Science, Accounting and Finance, 3.94
De Anza College 2009 — 2011
Associate of Arts (A.A.), Business Administration, 3.9
PwC November 2012 - Present
PwC July 2006 - October 2012
CfM August 2004 - April 2006
Dick Clark Productions July 2000 - February 2004
Skills
Microsoft Excel, Microsoft Office, Project Management, Budgets, Banking, Customer Service, Fundraising, General Ledger, Logistics, PowerPoint, Research, Teamwork
Education
El Camino College, Torrance, CA 1995 — 1997
Liberal Arts and Sciences/Liberal Studies
De Anza College 1989 — 1993
Liberal Arts and Sciences/Liberal Studies
Boston Private Financial Holdings February 2007 - Present
PwC January 1996 - January 2007
Phillips Academy May 1998 - August 1998
QDM, Inc. (software startup) 1992 - 1996
Skills
Due Diligence, Financial Services, Mergers & Acquisitions, Risk Management, Enterprise Risk..., Financial Modeling, Financial Risk, Investments, Portfolio Management, Banking, Credit Risk, Corporate Finance, Corporate Governance, Equities, Alternative Investments, Asset Management, Strategy, Management Consulting, Financial Analysis, Mutual Funds, Private Equity, Securities, Hedge Funds, Capital Markets, Finance, Credit, Loans, Operational Risk..., Financial Reporting, Business Innovation, Innovation Management, Technological Innovation, Strategic Data Analysis
Education
Dartmouth College 1986 — 1990
Bachelor of Arts (BA), English
RMHS
Benjamin J. Cunningham CPA PLC January 2000 - Present
PwC June 1998 - August 2000
Internal Revenue Service June 1988 - June 1998
Skills
IRS problem resolution, State and Local Tax..., Business Valuation, Accounting for Small..., Business Consulting, Auditing, Tax, Tax Preparation, Accounting, Management Consulting, Small Business, Financial Statements, Payroll, CPA, Tax Returns, IRS, Estate Planning, LLC, Public Speaking, Management, Nonprofits
Education
Davenport University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
KPMG July 2008 - Present
GE April 2003 - July 2008
KPMG June 1998 - April 2003
PwC October 1996 - June 1998
Public Accounting/Practice of Law September 1990 - October 1996
Skills
State Tax, Tax Research, Tax, Mergers & Acquisitions, Corporate Tax, Tax Law, Auditing, Tax Accounting, Income Tax, Tax Advisory, Use Tax, Sales Tax, International Tax, Sarbanes-Oxley Act, Due Diligence, Accounting
Education
University of Detroit Mercy School of Law 1987 — 1990
JD, Law
Davenport University
BBA, Accounting
John Hancock Financial Services May 2015 - Present
PwC September 2011 - May 2015
Cross Country Automotive Services June 2010 - September 2011
Adrian A Gaspar & Company, LLP April 2008 - June 2010
State Street Corporation June 2007 - November 2007
Volunteer Income Tax Assistance (VITA) February 2007 - April 2007
Skills
Accounting, Financial Statements, General Ledger, Account Reconciliation
Education
University of Massachusetts Boston 2008 — 2010
MSA, Masters in Science of Accounting
Isenberg School of Management, UMass Amherst 2003 — 2007
BS, Accounting
Deakin University
PwC January 2015 - Present
Booz Allen Hamilton July 2014 - December 2014
Booz Allen Hamilton October 2012 - June 2014
ClickFox 2011 - 2012
Davidson College Biology Department - Davidson in Mwandi 2010 - 2011
Skills
Data Analysis, Analysis, Strategy, Analytics, Project Management, Business Analytics, Business Process..., Business Intelligence, Business Analysis, Consulting, Management Consulting
Education
Davidson College 2007 — 2011
B.S., Biology
Palmer Trinity School
MedPricer.com September 2014 - Present
MedPricer.com June 2013 - August 2014
Orange Regional Medical Center June 2010 - June 2013
Mount Sinai Medical Center June 2008 - June 2010
Mount Sinai Medical Center May 2007 - June 2008
PwC June 2005 - December 2006
Skills
Data Analysis, Financial Analysis, Operations Management, Healthcare Information..., Budgets, Hospitals, Strategic Planning, Forecasting, HIPAA, Healthcare, Process Improvement, Healthcare Management, Performance Improvement, Microsoft Office, Team Building, Supply Chain, Revenue Cycle, Access, System Administration, Clinical Research, Leadership, Supervisory Skills, Financial Reporting, Accounting, Analysis, Healthcare Consulting, Managed Care, Physician Relations, EHR, EMR, Healthcare Industry, Revenue Cycle Management, Epic Systems, Quality Improvement, Materials Management, Meditech, Software Documentation, Medicaid, Administration, Informatics, Physicians, Medicare, JCAHO, Practice Management, Patient Safety, Nursing, CPOE, Orthopedic, Cerner, Radiology
Education
Cornell University 2011 — 2011
The Academy for Healthcare Leadership, Executive Program in Healthcare and Public Administration
City University of New York - Baruch 2009 — 2010
Certificate in Executive Healthcare Leadership, Healthcare Administration
De La Salle University 1999 — 2003
BS Accountancy, Finance and Accounting
PwC August 2014 - Present
RBC Bahamas July 2014 - July 2014
Deloitte May 2013 - August 2013
Ernst & Young September 2012 - December 2012
Nova Scotia Business Inc. (NSBI) January 2012 - April 2012
Deloitte May 2011 - July 2011
Skills
Auditing, Financial Accounting, Teamwork, Accounting, Finance, Valuation, Investments, Financial Reporting, Financial Analysis, Customer Service, External Audit, IFRS, Internal Controls, Tax, Assurance, Managerial Finance, US GAAP, GAAP, Financial Modeling, Microsoft Excel, Journal Entries, Analysis, Budgets, Corporate Finance, Accounts Payable, QuickBooks, Accounts Receivable, Access
Education
Dalhousie University 2010 — 2014
Bachelor of Commerce, Accounting
Lucaya International School 2003 — 2010
IB Diploma, English, French, Math, Biology, Chemistry, Physics, History, Geography & Theory of Knowledge
Algonquin Power & Utilities Corp. October 2014 - Present
ACS Infrastructure Canada December 2012 - October 2014
Woodbine Entertainment Group February 2011 - December 2012
PwC September 2007 - February 2011
Education
Dalhousie University 2003 — 2007
Bachelor of Commerce (BCom), Accounting
PwC March 2015 - Present
Bridge Bank September 2014 - March 2015
Charles Schwab July 2013 - September 2014
Skills
Microsoft Excel, QuickBooks, PowerPoint, Accounts Receivable, Time Management, Microsoft Office
Education
San Jose State University 2011 — 2013
B.S. Degree, Business Administration/Accounting
De Anza College 2008 — 2011
Accounting
PwC January 2015 - Present
RBC Dominion Securities May 2010 - December 2014
TD May 2007 - April 2010
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Retirement, Fixed Income, Financial Analysis, Risk Management, Financial Advisory, Banking, Wealth, Microsoft Office, Portfolio Management
Education
Dalhousie University 2006 — 2010
Bachelor of Managment
PwC January 2014 - Present
Contractor October 2012 - April 2013
De Anza College April 2012 - April 2013
Replicos Software October 2012 - January 2013
Skills
Microsoft Word, Teaching, Microsoft Office, Customer Service, Microsoft Excel, Auditing, Finance, Deep Tissue Massage, Therapeutic Massage, Shiatsu
Education
De Anza College 2012 — 2013
A.A., Accounting - Practice
University of California, Berkeley 2003 — 2007
BA, Chinese, japanese
Lynbrook High School 1999 — 2003
PwC July 2014 - Present
PwC August 2012 - June 2014
PwC January 2012 - March 2012
Skills
Accounting, Financial Accounting, Auditing, Financial Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Internal Controls, Economics
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master's degree, Accounting
Davidson College 2007 — 2011
Bachelor of Arts, Sociology
Citi August 2014 - Present
Oleet & Co. August 2013 - September 2013
Citi June 2013 - August 2013
PwC October 2006 - August 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Finance, DCF, Capital Markets, Bloomberg, Private Equity
Education
Dartmouth College 2012 — 2014
Master of Business Administration (MBA), Finance, General
Yonsei University 1999 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
PwC April 2011 - Present
NEC Corporation of America September 2008 - November 2010
Dean Foods Company October 2006 - September 2008
Dean Foods Company February 2002 - September 2006
Arthur Anderson LLP 1998 - 2001
Education
Dallas Baptist University 1984 — 1986
Bachelors, Accounting
El Centro Community College 1976 — 1979
Associates, Accounting
PwC June 2015 - Present
Brookfield Corporate Operations January 2011 - January 2015
Brookfield Corporate Operations March 2010 - December 2010
Insurance Institute of Canada March 2008 - March 2010
Cushman & Wakefield 2006 - 2008
Soluziona 1998 - 2006
Skills
Process Improvement, Business Analysis, Business Intelligence, Change Management, Project Management, Budgets, Business Process, Vendor Management, Team Building, Operations Management, IT Strategy, Risk Management, Business Process..., Program Management, CRM
Education
De La Salle University 2002 — 2004
Masters, Business Administration
University of the Philippines 1994 — 1998
BS, Business Economics
Cedar Hill Preparatory Academy at Braintrainsolutions Solutions October 2013 - Present
Tutor Learning Center July 2009 - Present
Cedar Valley College January 2003 - May 2009
Sims Family Household June 1998 - January 2003
Hunt Petroleum Corporation June 2000 - September 2001
PwC September 1995 - November 1996
Skills
Curriculum Development, Tutoring, Teaching, Higher Education, Adult Education, Instructional Design
Education
Dallas Baptist University 2009 — 2012
Master of Education (M.Ed.), Curriculum & Instruction
Prairie View A&M University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Freddie Mac 2006 - Present
Freddie Mac 2004 - 2006
Spherion 2002 - 2004
MCI 2000 - 2002
Freddie Mac 1997 - 2000
Freddie Mac 1995 - 1997
PwC 1992 - 1995
Skills
SDLC, Visio, Excel, PowerPoint, Mandarin, Information Mapping, SOX, MS Project, Requirements Gathering, Process Improvement, Business Process..., Access, Testing, Process Engineering, Change Management, Vendor Management, Requirements Analysis, Management Consulting, Project Planning, Mentoring, Business Requirements, Team Leadership, Six Sigma, Data Modeling, Lean Manufacturing, Black Belt, System Requirements, Production Support, Operational Risk..., Capital Markets, People Management, Internal Controls, Word, Client Services, SQL, Training & Development, Software Project..., Project Execution, Project Management, Risk Management, Management, Sarbanes-Oxley Act, Minitab, Business Process, PMP, Analysis, Integration, Operational Risk, Business Transformation, Training
Education
Dartmouth College 1988 — 1992
B.A., Economics
Hillsborough High School 1985 — 1988
PwC June 2015 - Present
Morgan, Lewis & Bockius LLP June 2014 - May 2015
Morgan, Lewis & Bockius LLP November 2011 - June 2014
General Financial & Tax Consulting August 2009 - November 2011
New Media Systems, LLC. July 2008 - August 2009
GE Money June 2006 - September 2007
Skills
Microsoft Office, Project Management, RFP, Market Research, Business Development, Databases, Writing, Proposal Writing, Adobe Creative Suite, Marketing Communications, Email Marketing, Salesforce.com, Problem Solving, Presentation Development, Drafting Proposals, Account Management, Pitch Work, Reports
Education
Dartmouth College 2004 — 2008
Bachelor of Arts, Sociology
University of Otago 2007 — 2007
Cincinnati Hills Christian Academy 2000 — 2004
PwC September 2015 - Present
PwC May 2014 - August 2014
Le Chateau May 2013 - August 2013
Le Chateau May 2012 - August 2012
Parasuco April 2011 - January 2012
Skills
Internal Auditing, Oracle's JDE..., MER (Proprietary..., IFRS, Microsoft Excel, Time Management, Close Attention to..., Entrepreneurial, People-oriented, Highly Motivated, Customer Service, Internal Audit, Finance, Accounting, Inventory Management, PowerPoint, Entrepreneurship, Financial Accounting, Management, Internal Controls, Teamwork, Microsoft Office, Business Process, Auditing, Financial Analysis, Analysis
Education
McGill University 2012 — 2015
Bachelor of Commerce (B.Com), Accounting, GPA: 3.6/4.0
IE Business School 2014 — 2014
Bachelor of Commerce (BCom), Accounting & Finance
Dawson College 2010 — 2012
Commerce, Business
Walmart January 2015 - Present
Luxottica (LensCrafters) September 2013 - 2014
Walmart May 2012 - September 2013
Walmart October 2008 - May 2012
ConAgra Foods May 2006 - October 2008
PepsiCo (Frito-Lay) February 1996 - May 2006
PwC August 1993 - February 1996
IBM January 1992 - July 1992
Skills
Forecasting, Income Statement, Financial Analysis, Essbase, Financial Modeling, Capital Budgeting, Strategic Financial..., Managerial Finance, Cross-functional Team..., Strategic Planning, Budgets, Internal Controls, Project Planning, Mergers & Acquisitions, Strategy, Accounting, Finance, Auditing, Business Strategy, Retail, Profit, Corporate Finance, Leadership, Analysis, Business Planning, Financial Planning, P
Education
Certified Public Accountant
State of Texas
The University of Texas at Austin
MBA, Business Administration
Dallas Theological Seminary
None, Coursework towards Master of Biblical Studies
Grambling State University
Bachelor, Accounting
Dallas Baptist University 2007 - Present
Dallas Baptist University 2006 - 2007
Dallas Baptist University 2005 - 2006
Dallas Baptist University 2003 - 2005
Billy Graham Evangelistic Association 2002 - 2003
PwC 2000 - 2001
Walt Disney World 1998 - 1998
Skills
Leadership, Project Management, Public Speaking, Customer Service, Event Planning, Problem Solving, Microsoft Office, Recruiting, Administration, Employee Training, Marketing, Statistical Data..., Academic Advising, Publication Development, Adobe Creative Suite, System Integration..., Highly detail oriented, Strategic Planning, Career Counseling, Project Planning, Teaching, Process Improvement, Critical Thinking, Market Research, Statistical Reporting, Result Oriented, Analytical Reasoning, Research, Higher Education, Editing
Education
Dallas Baptist University 2005 — 2009
Master of Business Administration, Project Management
Texas A&M University 1995 — 2000
Bachelor of Science, Industrial Engineering
Money Smart Tools July 2014 - Present
Liberty Tax Service 2011 - Present
Acknowledge Solutions, Inc 1998 - December 2013
PwC July 1989 - December 1998
Skills
Process Improvement, Banking, Risk Management, Portfolio Management, Financial Services, Investments, Strategic Financial..., Business Analysis, Management Consulting, Wealth Management, Securities
Education
Dallas Baptist University 1971 — 1976
BBA, Business
Hughes Springs 1959 — 1967
PwC August 2011 - Present
PRTM January 2009 - August 2011
PRTM September 2007 - December 2008
Vaccine Research Center / NIAID / NIH 2001 - 2007
Baxter / North American Vaccine 1998 - 2001
Sanofi Pasteur 1996 - 1998
Abbott Laboratories 1992 - 1996
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2002
MBA
Lehigh University 1989 — 1992
PhD
Dartmouth College 1985 — 1989
BA
Lebanon High School 1981 — 1985
Debt Compliance Services LLC 2009 - Present
Greenwich Treasury Advisors LLC October 1992 - Present
International Treasurer March 1993 - June 1998
American Exprress 1986 - 1991
The Dun & Bradstreet Corporation 1985 - 1986
Greenwich Associates 1982 - 1985
The Seagram Corporation Ltd. 1976 - 1982
Weeden & Co. 1975 - 1976
PwC 1974 - 1975
Skills
Treasury Management, Financial Analysis, FX Options, Finance, Treasury, Interest Rate Risk..., Financial Structuring, Cash Management, Corporate Finance, Global Cash Management, Financial Modeling, Derivatives, Risk Management, Investments, Financial Risk, Valuation, Banking, Investment Banking
Education
The University of Chicago 1972 — 1974
MBA
Dartmouth College 1968 — 1972
BA
PwC September 2014 - Present
Cobble Hill LLC June 2014 - August 2014
University of Vermont January 2014 - May 2014
Colchester Cannons Baseball May 2013 - May 2014
KeyBank May 2013 - March 2014
Davidson College May 2013 - May 2013
Education
University of Vermont 2013 — 2014
Master of Accountancy, Auditing, Business Administration and Management, General
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Classics
Milton High School 2005 — 2009
University of Vermont
Tuck School of Business at Dartmouth College April 2015 - Present
PwC July 2015 - August 2015
The National Assembly of The Republic of Korea August 2014 - August 2014
Model United Nations Team at Yale December 2011 - March 2012
Synergy Capital LLC March 2010 - October 2011
Skills
Management, Leadership, Research, Microsoft Word, Social Media, Photoshop, Marketing Communications, Advertising, Public Speaking, Business Strategy, Public Relations, Communication Skills, Creative Strategy, Microsoft Excel
Education
Dartmouth College 2013 — 2017
Bachelor's Degree, Economics and Spanish
Korean Minjok Leadership Academy 2010 — 2013
High School, 3.95/4.00 GPA
PwC June 2015 - August 2015
SIP Project Management May 2014 - September 2014
Davidson College September 2012 - May 2014
The Coca-Cola Company May 2013 - August 2013
Skills
Market Research, Microsoft Office, Business Development, Business Strategy, Analysis, Business Analysis, International Sales, Cross-cultural..., Identifying Sales..., Global Mobility, Cross-functional..., New Business Development, Translation..., Sales, Social Media, Strategic Planning, Leadership
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Full-time General Course, Econometrics and Economics with Geography
Davidson College 2012 — 2014
Bachelor's Degree, Economics, Applied Mathematics
Sydney Adventist College 2009 — 2011
High School, Higher School Certificate (New South Wales, Australia)
San Jose Barracuda August 2015 - Present
The Memorial Challenge October 2014 - May 2015
PwC April 2014 - June 2014
Skills
Team Leadership, Social Networking, Critical Thinking, Microsoft Office, Communication, Team Building, Creative Solutions, Analytics, Leadership, Social Media, Editing, Teamwork, Public Speaking, Microsoft Excel
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Markets, Management & the Economy
Dartmouth International Students Association September 2013 - Present
Horizon Capital Group June 2015 - August 2015
Dartmouth College April 2015 - June 2015
Dartmouth Humanitarian Engineering September 2014 - November 2014
PwC June 2014 - August 2014
Vietnamese Youth Model United Nation January 2014 - July 2014
Greencorps, Dartmouth November 2013 - June 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Access, Outlook, Customer Service, Teamwork, Public Speaking, Event Planning, Economics, Nonprofits
Education
Dartmouth College 2013 — 2017
Bachelor of Arts (B.A.), Computer Science, Economics
Hanoi Amsterdam High School 2010 — 2013
Stan Johnson Company January 2012 - Present
JPRE Investment Holdings, LLC July 2005 - Present
Colliers International December 2007 - February 2012
Home Realty Of America April 2005 - December 2007
PwC June 2005 - August 2005
Skills
Investment Properties, Financial Analysis, Market Analysis, Marketing, Analysis, Urban Planning, Politics, Investments, Negotiation, Investment Sales, Economics, Real Estate, Brokerage, Leases, Real Estate Development, Due Diligence, Commercial Real Estate, Valuation, Disposition, Real Estate Economics, Asset Managment, Location Intelligence, Investors, Tenant, Real Estate Transactions, Corporate Real Estate, Asset Management, Dispositions
Education
University of Tampa - John H. Sykes College of Business 2009 — 2010
Graduate, Executive MBA
University of the District of Columbia 2008 — 2010
CCIM, Commercial Real Estate Analytics
University of South Florida 2001 — 2006
International Finance, College of Business
Deakin University 2003 — 2004
Undergraduate, Study Abroad Semester, International Studies, Business Law, International Finance
The Wonderful Company August 2015 - Present
PwC July 2014 - July 2015
PwC July 2012 - June 2014
CBIZ MHM, LLC February 2012 - July 2012
Lions Gate Entertainment Inc. October 2011 - December 2011
De Anza College June 2008 - June 2010
The Children's Place August 2006 - June 2008
Skills
Microsoft Office, Languages, Soft Skills, Tax Returns, Income Tax, Corporate Tax, Partnership Taxation, Microsoft Excel, PowerPoint, Financial Analysis, Research, Microsoft Word, Mandarin
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Business Economics, 3.66
De Anza College 2008 — 2010
Associate of Arts (A.A.), Business Administration, 3.91
UnitedHealth Group July 2013 - Present
CRP Concepts, LLC December 2008 - July 2013
Healthcare Transformation Group January 2007 - October 2009
TrailBlazer Health Enterprises March 2002 - November 2007
Parkland Hospital January 2001 - March 2002
PwC October 1998 - December 1999
Arthur Andersen June 1997 - October 1998
Skills
Healthcare Management, Hospitals, Strategic Planning, Public Speaking, Budgets, Microsoft Excel, Medicare, Process Improvement, Management Consulting, Healthcare, Business Process..., Revenue Cycle, Healthcare Consulting, Leadership, Managed Care, Training, Insurance
Education
Dallas Baptist University 2001 — 2003
Master of Business Administration (MBA), Accounting
Florida Agricultural and Mechanical University 1989 — 1993
Bachelor of Science (B.S.), Healthcare Management
Crowe Horwath LLP July 2015 - Present
CHICAGO ACCOUNTING AND CONSULTING February 2012 - November 2013
PwC August 2007 - July 2011
Skills
Tax, Microsoft Excel, Auditing, Financial Reporting, Mergers & Acquisitions, GAAP, Consolidation, IFRS, Financial Accounting
Education
University of Illinois at Chicago 2011 — 2012
MBA, Finance
Dalian Maritime University 2003 — 2007
Deloitte Consulting LLP July 2015 - Present
Deloitte Tax LLP September 2012 - July 2015
PwC January 2012 - April 2012
Fordham University September 2010 - April 2012
Fordham Women in Business January 2011 - December 2011
FASB May 2011 - September 2011
Internal Revenue Service February 2011 - April 2011
Fordham Chinese Business Society October 2010 - April 2011
Hong Kong & China Internship Association September 2008 - May 2009
Bank of China June 2008 - July 2008
Skills
Accounting, US GAAP, Financial Analysis, Income Tax, Banking, Tax, Leadership, Financial Modeling, Corporate Finance, Financial Reporting, Highly Ambitious, Auditing, Financial Accounting, Managerial Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Master, Accounting and Taxation
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2009 — 2010
Master, Financial Engineer and Risk Analytics
Dalian University of Technology 2005 — 2009
Bachelor of Economics, Finance and Banking
Salesforce August 2013 - Present
PwC September 2012 - August 2013
Fortinet September 2010 - September 2012
Protiviti July 2008 - September 2010
Nuun LLP January 2006 - July 2008
NASA Ames Research Center August 2004 - January 2006
De Anza Associated Student Body March 2004 - June 2005
Skills
IT Audit, Sarbanes-Oxley Act, Information Security, Governance, Microsoft Office, Internal Audit, Risk Management, COBIT, Security, SAS70, Information Security..., Technical Documentation, Information Technology, SOX, Network Security, IT Governance, Disaster Recovery, Business Continuity, Internal Controls, Auditing, ERP, IT Management, Process Improvement, Segregation of Duties, COSO, SOX 404, Enterprise Risk..., ISO 27001, IT Risk Management, PCI DSS, CISA, ITGC, CISM, SAP, IT Solutions, Oracle, Incident Management, Crisis Management, Compliance Management, IT Risk, ITIL, Information Assurance, SDLC, Risk Assessment, Corporate Governance, Security Assurance, IT Strategy, Business Process..., Cloud Security, Social Engineering
Education
University of California, Berkeley 2006 — 2008
BA, Economics
De Anza College 2003 — 2006
PwC January 2015 - Present
PERI June 2014 - August 2014
Natural Sciences and Engineering Research Council of Canada (NSERC) May 2012 - March 2013
Skills
Structural Engineering, Teamwork, Data Analysis, Leadership, Optimization, Financial Modeling, Project Management, Analytics, Operations Management, Marketing Strategy
Education
Dartmouth College 2013 — 2015
MEM, Master of Engineering Management
Queen's University 2009 — 2013
B.Sc, Civil Engineering, First Class Honours
The Koc School 2005 — 2009
Math-Science Track
McLaughlin Residence March 2014 - Present
ITC Global October 2013 - February 2014
Alcoa February 2012 - May 2012
PwC July 2008 - October 2009
Bank of New York Mellon - Trust October 2006 - July 2008
Mellon Financial Corporation April 2006 - September 2006
Secure Payment Bureau (SA) March 2004 - September 2005
Credit Management Solutions (SA) October 2002 - February 2004
Mantadia Asset Trust Company (SA) October 2000 - September 2002
Mercantile Lisbon Bank (SA) June 1998 - September 2000
Skills
Account Reconciliation, Analysis, Banking, Compliance, Business Process..., Tax Compliance, Discrepancy Resolution, Cost Variance Analysis, Documentation, Corporate Actions, Spreadsheets, Credit, Accounts Payable, Income Tax, Excel, G/L Reconciliations, Data Reconciliation, Journals, funding discrepancies, Sales and Usage Tax, Accounting, Financial Services, Finance, Payroll, General Ledger, Payments, Tax, Process Improvement, Tax Preparation, Microsoft Excel, Internal Audit, Training
Education
Damelin
Business Management, Finance
Damelin School of Business (South Africa)
Higher Diploma, Business Management; Business Management
Damelin School of Business (South Africa)
Certificate, Practical Accounting; Accounting
PwC May 2014 - Present
IPC Healthcare, Inc. April 2013 - May 2014
IPC Healthcare, Inc. March 2011 - April 2013
Fox Interactive Media June 2010 - March 2011
Fox Interactive Media January 2008 - July 2010
Jump TV Inc. July 2007 - January 2008
Seneca College May 2005 - July 2007
Tera Tech Computer January 2004 - April 2005
Skills
Active Directory, VMware ESX, NetApp, Windows Server 2008, Windows Server 2003, Red Hat Linux, SharePoint, DNS, DHCP, Terminal Services, vSphere, Scripting, Powershell, Solarwinds, Windows Server, Microsoft Exchange, Troubleshooting, VMware, Blackberry Enterprise..., Cisco Technologies, Servers, VMware Infrastructure, Data Center, Windows 7, XP, System Administration, Operating Systems, Technical Support, Disaster Recovery, Software Documentation, Microsoft SQL Server, Hardware, Integration, Windows, HP, Infrastructure, tenacious problem solver, High Availability, Computer Hardware, Virtualization, VPN, IIS, Security, System Deployment, Network Security
Education
Davenport University 2011 — 2013
Masters of Science, Information Assurance, 3.96
University of Redlands 2012 — 2013
Project Management Certificate (PMP)
Davenport University 2007 — 2008
Bachelor of Science, Information and Computer Security, 3.6
Seneca College of Applied Arts and Technology 2004 — 2007
Advanced Diploma, Computer Systems Technology (Co-op) -- Data Communications Specialist, 3.4
PwC January 2013 - Present
Yogurtland September 2010 - December 2012
Morningstar Educational Group Inc. February 2010 - December 2012
PwC June 2011 - August 2011
Education
San Jose State University 2010 — 2012
B.S, Business Administration; Accounting
De Anza College 2007 — 2010
A.A, Liberal Arts; an emphasis in Business
PwC August 2012 - Present
PwC June 2011 - August 2011
Skills
Teamwork, Microsoft Office, SAP, Accounts Receivable
Education
San Jose State University 2008 — 2012
Bachelor of Science, Business Administration; Accounting & Information Systems
De Anza College 2005 — 2008
General Education
PwC June 2013 - Present
Eli Lilly and Company October 2007 - May 2013
Longs Drugs January 2000 - October 2007
Rite Aid January 1995 - January 2000
Skills
Pharmacy, Pharmacy Benefit..., Pharmacy Automation, Medicare Part D, Pharmacists, Managed Care, Medication Therapy..., Diabetes, Pharmaceutical Industry, Clinical Research, Compounding, Clinical Pharmacology, Pharmacoeconomics, Pharmaceutical Sales, Pharmacology, Healthcare, Clinical Trials, Oncology, Pharmaceutics, Hospitals
Education
San Jose State University 2005 — 2007
Bachelor of Science (BS), Psychology
De Anza College 2001 — 2005
Associate's degree, Psychology
PwC August 2013 - Present
Liberty's Promise August 2014 - Present
Davidson College, Division 1 Varsity Baseball August 2009 - May 2013
Davidson Investment Finance Association March 2012 - March 2013
PwC June 2012 - August 2012
Analysis Research Planning Corporation June 2011 - August 2011
Skills
Excel
Education
Davidson College 2009 — 2013
Bachelor's degree, Economics
Kentucky Governor's Scholars Program June 2015 - August 2015
PwC June 2015 - June 2015
Kelly King & Co. CPAs June 2014 - June 2015
EdR Collegiate Housing May 2014 - June 2015
EdR Collegiate Housing May 2014 - August 2014
Hometown Pizza April 2012 - January 2014
Skills
Bookkeeping, Data Entry, Tax Returns, Financial Reporting, Bank Reconciliation, Interpersonal..., Building Relationships, Leadership, QuickBooks, Microsoft Office, Accounting, Event Planning, Public Speaking, Customer Service, Teamwork, Social Networking, Social Media, Microsoft Word, Microsoft Excel, Communication
Education
University of Louisville 2013 — 2017
BSBA, Accounting, GPA: 4.0
De Haagse Hogeschool / The Hague University of Applied Sciences 2015 — 2015
International Business Management
Wright Medical Technology October 2009 - Present
Make-A-Wish Foundation 2008 - Present
Ernst & Young September 2008 - October 2009
PwC September 2007 - September 2008
Skills
Tax, International Tax, R&D Tax Credit, Project Coordination, VAT, VAT registration, M&A experience, Research, Legal Documents, Intercompany..., Transfer Pricing, Tax Return Preparation, Accounting, Project Management
Education
University of Tennessee-Knoxville 2006 — 2007
Masters of Accountancy, Tax
University of Tennessee-Knoxville 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Deakin University 2005 — 2005
Cordova High School 1998 — 2002
Diploma
Alvarez & Marsal 2011 - Present
PwC 2006 - 2011
Skills
Financial Modeling, Corporate Finance, Restructuring, Mergers & Acquisitions, Equities, Due Diligence, Valuation, Private Equity, Business Valuation, M&A experience, Corporate Development, Divestitures, Financial Analysis, Finance
Education
Dalhousie University 2002 — 2006
Commerce, Accounting & Finance
PwC November 2011 - Present
PwC October 2005 - November 2011
Saratoga Institute/ PricewaterhouseCoopers LLP March 2003 - October 2005
Saratoga Institute March 2002 - February 2003
Saratoga Instittue July 1998 - March 2002
Skills
Microsoft Office, Adobe, Lotus Notes, Nuance, Accounting, Microsoft Excel, Outlook, Business Development, Customer Service, Time Management, Event Planning, Human Resources, Management, Recruiting
Education
San Jose State University 2004 — 2007
B.A., Behavioral Sciences
De Anza College
A.A., Liberal Arts
Piedmont Hills
PwC September 2015 - Present
NTT DATA Americas December 2013 - July 2015
NTT DATA Americas May 2013 - December 2013
PricewaterhouseCoopers October 2000 - April 2013
Microstrategy 2000 - 2000
Skills
Management Consulting, Business Process..., Business Transformation, IT Strategy, Business Analysis, Program Management, Strategy, Governance, Project Management, Software Project..., Project Portfolio..., PMP, Consulting, SDLC, Project Planning, Business Intelligence, Mergers & Acquisitions, PMO, Integration
Education
Dartmouth College 1997 — 2000
BE and MEM, Engineering
Swarthmore College 1993 — 1997
BA
Middlebury College
MA, French
Advantest June 2009 - Present
PwC September 2005 - June 2009
PricewaterhouseCoopers 2005 - 2009
Skills
SEC filings, US GAAP, Financial Modeling, Hyperion Enterprise, Due Diligence, Revenue Recognition, Financial Reporting, Sarbanes-Oxley Act, Mergers & Acquisitions, Finance, Accounting, Auditing
Education
University of California, Santa Cruz 2001 — 2005
BA, Business Management Economics
De Anza College
Blair, Bohlé & Whitsitt, PLLC August 2013 - Present
PwC September 2011 - August 2013
Bank of America July 2008 - February 2012
Etrade Financial March 2007 - July 2008
Education
Dartmouth College 1991 — 1994
PwC July 2014 - Present
PwC January 2012 - June 2014
Mapsco, Inc. November 2009 - June 2010
CDX Gas, LLC December 2006 - March 2009
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, GAAP, General Ledger, US GAAP, Account Reconciliation, Financial Analysis, Accounts Payable, Accounts Receivable, Fixed Assets, Microsoft Excel, Journal Entries, SEC filings, Financial Audits, Financial Statements, Assurance, CPA, External Audit, Goal Oriented, Financials, Problem Solving, Close Attention to..., Bank Reconciliation, Payroll, Consolidation, Big 4, Accruals, Finance, Sarbanes-Oxley, Cash Flow, Revenue Recognition, Invoicing, Cost Accounting, Tax
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2011
B.S., Accounting
Dallas County Community College 2006 — 2010
Associate of Science (A.S.), Mathematics
AIG July 2015 - Present
PwC 2013 - 2015
PricewaterhouseCoopers 2010 - 2013
PwC 2007 - 2010
Skills
Indirect Taxation, Tax Advisory, Due Diligence, Tax, VAT, e-invoicing and..., Tax Law
Education
Debreceni Egyetem 2004 — 2010
MSc, Faculty of Law and Political Sciences, Lawyer
Debreceni Egyetem 2002 — 2007
MSc, Faculty of Economics, Economist
Ernst & Young September 2012 - Present
Fordham University January 2012 - May 2013
PwC 2010 - 2011
KPMG February 2007 - October 2010
State of Michigan February 2005 - January 2007
Skills
Accounting, Tax, Corporate Tax, Income Tax, Auditing, CPA
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
MS, Taxation
Davenport University 2004 — 2005
Bachelor of Applied Science, Accounting
Gujarat University 1997 — 2000
Bachelor of Commerce, Accounting
Jarden Consumer Solutions July 2015 - Present
Jarden Consumer Solutions May 2013 - July 2015
Jarden Consumer Solutions 2010 - 2013
KPMG LLP 2001 - 2010
PwC 1997 - 2001
McGladrey 1994 - 1997
Skills
Business Process..., Process Improvement, Finance, Sarbanes-Oxley Act, Financial Analysis, Management Consulting, Forecasting, Internal Controls, Financial Reporting, Cross-functional Team..., Business Planning, Management, Strategy, Mergers & Acquisitions, Risk Management, ERP, Financial Modeling, Managerial Finance, Internal Audit, Business Strategy, US GAAP, Due Diligence, Business Process, Strategic Financial..., Performance Improvement, Acquisition Integration, JVs, Product Costing, Budget Management, Strategic Planning, Annual Budgets, Variance Analysis, Product Development, Brand Development, People Development, SAP, Negotiation, Product Innovation, Global Strategy, Asian Business, Turnaround Strategy, Cost Accounting, Long Range Planning, Presentation Skills, Brand Strategy, Accounting, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
MAC, Accounting
Davidson College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Malou Mariano's Realty June 2007 - Present
Cathay Pacific Airways July 1990 - June 2007
PwC July 1988 - July 1990
Skills
Short Sales, First Time Home Buyers, Buyer Representation, Single Family Homes, Investment Properties, Foreclosures, REO, Condos, Real Estate, Listings, Investors, Relocation, New Home Sales, Residential Homes
Education
De La Salle University 1983 — 1987
Liberal Arts (AB) and Bachelor of Science (BS), Economics and Accounting
SCI Solutions February 2014 - Present
PWC September 2011 - February 2014
Los Altos Golf and Country Club July 2010 - July 2011
Opsol Integrators Inc July 2006 - December 2008
Open-Silicon October 2005 - June 2006
Skills
Accounting, Financial Reporting, QuickBooks, Auditing, Peachtree, Financial Analysis, General Ledger, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Word, ..., Internet Research &..., customer service, Financial Statements, Finance, Internal Controls, Customer Service
Education
San Jose State University 2008 — 2011
BS, Accounting
De Anza College 2005 — 2008
Accounting and Finance
University of Immanuel Kant in Kaliningrad, Russia 1999 — 2003
Associate of Arts and Sciences (A.A.S.), Applied Linguistics
PwC July 2012 - Present
PwC July 2010 - June 2012
PwC March 2005 - June 2010
Skills
Change Management, Organizational..., Organizational Design, Organizational..., Strategic Communications, Talent Management, Workforce Planning, Training, Workshop Facilitation, Human Capital, Culture Change, Strategic HR
Education
Monash University 2007 — 2009
Masters of Management
Deakin University 1999 — 2004
Bachelor of Laws / Bachelor of Commerce, HRM & Marketing
Kohl's Department Stores February 2013 - Present
PwC August 2012 - February 2013
Symantec April 2012 - August 2012
E*TRADE Financial March 2006 - April 2012
SolutionNet May 2005 - February 2006
One Empower January 2003 - May 2005
SGX June 2002 - January 2003
NEC Mobile Communications Development Centre, Singapore June 2001 - July 2002
Logistic Software Inc. June 1999 - June 2001
Skills
Spring, Agile Methodologies, Hibernate, Perl, Tomcat, Web Services, Java Enterprise Edition, Maven, Java, REST, Sybase, XML, Ant, SOAP, Weblogic, Oracle, Struts, Project Management
Education
De La Salle University 1994 — 1999
Bachelor of Science (B.S.), Computer Science
Deloitte Tax LLP January 2006 - Present
Internal Revenue Service September 2005 - January 2006
PwC July 1999 - September 2005
Skills
Accounting, Management Consulting, Income Tax, Business Strategy, Tax, International Tax, Deferred Compensation, Internal Controls, Tax Advisory, Sarbanes-Oxley Act, Energy, Big 4, Mergers & Acquisitions
Education
East Carolina University 1997 — 1999
MS, Accounting
North Carolina State University
BA, Chemistry
De Montfort University
De Montfort University
PricewaterhouseCoopers DirectorPwCSeptember 2010 - Present
PwC 2003 - Present
Education
Dartmouth College
Dartmouth College
Dartmouth College
ICE
PwC November 1999 - Present
Skills
Tax
Education
University of Miami School of Law 1991 — 1994
JD
Dartmouth College 1987 — 1991
BA, English/Comp Lit
Pascack Hills Highschool 1983 — 1987
Oryx Oilfield Holdings, LLC May 2015 - Present
Oryx Oilfield Holdings, LLC October 2013 - Present
PricewaterhouseCoopers June 2008 - October 2013
PwC June 2008 - July 2011
Centerline Capital Group August 2003 - May 2008
Skills
Business Intelligence, Forecasting, Business Objects, Databases, Disaster Recovery, Windows Server, SQL, Business Analysis, Process Improvement, Tax, Lotus Notes, SAP, Analytics, Reporting & Analysis, Crystal Reports, Dashboard, Security, Risk Management, Data Analysis, Xcelsius, Dashboards, BO Web Intelligence, Google Charts, Business Process, Technical Support, FileMaker, Kerio, Mac OS, Business Process..., Data Quality Assurance, Database Administration, Project Management
Education
Dallas Baptist University 2009 — 2012
Bachelor of Business Studies
Dallas County Community College 2003 — 2006
Associate
Centers for Disease Control and Prevention April 2014 - Present
PwC October 2013 - Present
California Pacific Medical Center August 2011 - July 2013
Sutter Health June 2010 - August 2011
Emory Healthcare May 2009 - August 2009
University of Michigan Health System September 2008 - April 2009
Skills
Strategy, Finance, Public Health, Healthcare Management, Leadership, Project Management, Healthcare, Healthcare Consulting, Healthcare Information..., Hospitals, Data Analysis, Revenue Cycle, Business Strategy, Program Management, IT Strategy, Global Health, Lean Management, Lean Thinking, Innovation Development, Ophthalmology, Orthopedic, Leadership Development, Global Strategy, Global Operations, West Africa, Shared Services, Due Diligence, Research, Public Policy, Health Policy, Management, Epic Systems, Policy, Patient Safety, Clinical Research, Physician Relations, Mentoring, Performance Improvement, Quality Improvement, EMR, HIPAA, Training
Education
University of Michigan 2008 — 2010
MHSA, Health Management & Policy
Dartmouth College 2004 — 2008
AB, Government
rag & bone March 2015 - Present
rag & bone July 2014 - Present
rag & bone June 2013 - July 2014
rag & bone May 2012 - June 2013
Medavie Blue Cross June 2007 - December 2011
American Apparel November 2010 - May 2011
PwC January 2009 - May 2009
Skate Canada November 2001 - April 2007
Skills
Marketing Strategy, Marketing Communications, Social Media, Writing, Project Implementation, Financial Accounting, Data Analysis, Data Processing, Retail Math, Adobe Creative Suite, Consumer Behaviour, Trend Analysis, Strategic Communications, Microsoft Excel, Digital Media, Merchandising, Retail, Marketing
Education
Parsons School of Design 2012 — 2013
Associate of Arts and Sciences (AAS), Fashion Merchandising, 3.85
Dalhousie University 2007 — 2011
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General
PwC June 2012 - Present
IBM Canada Ltd. February 2011 - May 2012
Agrium September 2006 - February 2011
Masterfoods November 2003 - September 2006
ABB August 2002 - November 2003
Lenovo March 2001 - June 2002
Skills
ABAP, SAP Netweaver, Business Process, SAP BW, SAP R/3, SCM/SD/MM, ERP, SAP, SAP ERP, SAP Implementation, SD
Education
Beijing University of Aeronautics and Astronautics 1998 — 2001
Master's degree, System Engineering
Dalian University of Technology 1994 — 1998
Bachelor's degree, Management Information Systems, General
PwC January 2014 - Present
Merrill Lynch February 2011 - April 2011
Manulife Teda Fund Management July 2010 - August 2010
Skills
Research, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Accounting, Mandarin, Financial Modeling, Accounting, Financial Reporting, Valuation, Bloomberg, Market Research, Internal Controls, Finance, US GAAP, Sarbanes-Oxley Act
Education
University of Southern California 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
De Anza College 2007 — 2009
N/A, Economics/ Business
PwC September 2014 - Present
StoneRiver February 1997 - September 2014
Accenture August 1988 - January 1997
Skills
Requirements Gathering, SDLC, Business Requirements, Requirements Analysis, Software Project..., Agile Methodologies, Oracle, Java, DB2, Integration, Business Analysis, SOA, Enterprise Architecture, Visio, Scrum
Education
De La Salle University 1983 — 1986
Bachelor’s Degree, Accounting
St. Mary's Academy 1979 — 1983
High School
St. Mary's Academy 1973 — 1979
Elementary - 1st to 6th Grade
Erik Kloninger Consulting April 2013 - Present
The Resort Group April 2012 - March 2013
Hospitality Advisors LLC 2010 - April 2012
PwC 1997 - 2000
Skills
Business Strategy, Strategic Planning, Asset Management, Due Diligence, Financial Analysis, Financial Modeling, Real Estate, Budgets, Corporate Finance, Business Planning, Forecasting, Management Consulting, Strategy, Management
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance & Marketing
Dartmouth College 1984 — 1988
BA, History
ISG Holdings 2008 - Present
Interplan Health Group 2000 - 2007
Presidium Services 1995 - 2000
Travelers Insurance 1984 - 1994
PwC 1978 - 1984
Education
Dartmouth College
AB, Economics
American Infrastructure MLP Funds May 2014 - Present
J.P. Morgan May 2012 - May 2014
PwC August 2011 - May 2012
Families Matter November 2009 - May 2012
PwC October 2009 - August 2011
Skills
Energy, Valuation, Corporate Finance, Capital Markets, Accounting, Oil/Gas, Financial Modeling, Investment Banking, Leveraged Finance, MLP, Capital Structure, M&A experience, High Yield, Mergers & Acquisitions
Education
Canadian Institute of Chartered Accountants (CICA) 2009 — 2011
CA, Accounting
University of Saskatchewan 2009 — 2010
Masters of Professional Accounting, Accounting
Dalhousie University 2005 — 2009
Bachelor of Commerce, Accounting
PwC August 2012 - Present
ISACA San Jose State University May 2011 - May 2012
PwC June 2011 - August 2011
Geek Squad August 2005 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, Budgets
Education
San Jose State University 2009 — 2012
Bachelor's degree, Accounting Information Systems
De Anza College 2005 — 2009
Konica Minolta Business Solutions Canada October 2013 - Present
Konica Minolta Business Solutions Canada August 2011 - October 2013
Hewlett-Packard September 2007 - January 2010
PwC August 2004 - September 2007
Skills
Forecasting, Financial Analysis, Financial Accounting, Financial Reporting, Business Strategy, Account Management, Team Leadership, Business Planning, Negotiation, Management, Direct Sales, Sales, Strategic Planning, Sales Process, Business Development, Solution Selling, Leadership, New Business Development
Education
Deakin University 2010 — 2010
Master of Marketing, Marketing
Universidad Catolica Andres Bello 2001 — 2007
Accountant
Pollect LLC February 2015 - Present
PwC June 2015 - August 2015
Chartwell, Inc. September 2013 - July 2014
U.S. House of Representatives June 2011 - January 2013
Rob Woodall for Congress June 2012 - December 2012
Mercer University Law School June 2010 - August 2010
Chartwell, Inc. June 2008 - August 2010
Skills
Microsoft Excel, Research, Editing, Legislative Research, Political Campaigns, Public Policy, Public Speaking, Politics, Legislative Relations, Policy Analysis, Social Media, Political Science, Grassroots Organizing, Legislation, Microsoft Office, Political Communication, Strategic Communications, Community Outreach, Government, Fundraising, International Relations, Policy, PowerPoint, Data Analysis, Analytics
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Davidson College 2007 — 2011
Bachelor of Arts, Philosophy and History
Lovett School 2000 — 2007
Polycom June 2014 - Present
Evergreen Tax and Immigration January 2013 - June 2014
San Jose State University September 2011 - December 2013
PwC January 2013 - April 2013
Berger Lewis Accountancy Corporation August 2012 - December 2012
Hello Dental Office November 2010 - June 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Financial Analysis, Accounting, Banking, Teaching
Education
San Jose State University 2010 — 2013
Bachelor's degree, Banking and Corporate Finance, Magna Cum Laude
De Anza College
Associate of Arts (A.A.), Business Administration and Management, General
PwC August 2011 - Present
Skills
Auditing, Financial Accounting, Accounting, Financial Reporting, Financial Analysis, External Audit, GAAP, Internal Controls, Financial Modeling, Assurance, US GAAP, Pivot Tables, CPA, SEC filings, Big 4
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master of Science in Accountancy
Dallas Baptist University 2005 — 2009
Bachelor of Business Administration, Finance and Accounting
Jazzercise Inc. 2008 - Present
Hutchinson Capital Management 2006 - 2011
Pacific Gas and Electric Company 1996 - 2000
MSCI Barra, Inc. 1992 - 1996
Chevron 1989 - 1992
PwC 1988 - 1988
Putnam Hayes & Bartlett 1985 - 1987
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Microsoft Excel, Valuation, Microsoft Office, Alternative Investments, Private Equity, Business Strategy, Risk Management
Education
UCLA Anderson School of Management 1986 — 1989
Master of Business Administration (MBA), Finance, General
Dartmouth College 1981 — 1985
Bachelor of Arts (BA), Economics/Mathematics
Fidelity Investments January 2014 - June 2015
Fidelity Investments July 2013 - January 2014
Brandon Copsync, LLC March 2013 - July 2013
Bullhorn August 2012 - October 2012
Dennis K. Burke, Inc. September 2009 - September 2011
Gray, Gray & Gray 1998 - April 2009
William Darling CPA 1989 - 1998
PwC September 1987 - December 1988
Skills
Accounting, Financial Reporting, QuickBooks, Financial Statements, Account Reconciliation, Microsoft Office, Great Plains Software, Peachtree, Tax Preparation, Internal Controls, NetSuite, Auditing, Prosystem FX suite., PAMS by ADD Systems, FRX Report Design, Timberline, Innovative Problem..., DTN TABS, Zytax, Certified Public..., Multitasker, Oracle, Essbase, Oracle Discoverer
Education
Northeastern University - Graduate School of Professional Accounting 1999 — 1999
MBA, Accounting
Northeastern University - Graduate School of Professional Accounting 1986 — 1987
Master of Science, Accounting
Dartmouth College
BA, Economics
PwC September 2013 - Present
Scotiabank May 2012 - August 2012
Scotiabank September 2011 - April 2012
Bank of Montreal September 2010 - August 2011
Grant Thornton LLP January 2011 - April 2011
Intact Financial Corporation July 2010 - December 2010
Skills
Teamwork, Financial Analysis, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Finance, Risk Management, Banking, Analysis
Education
Dalhousie University 2009 — 2013
Bachelor of Commerce with Distinction
NETGEAR December 2013 - Present
PwC September 2012 - Present
Education
San Jose State University 2010 — 2012
B. Sc, Accounting
De Anza College 2009 — 2010
B.Sc., Accounting
Convent of Jesus & Mary
Beth Israel Deaconess Medical Center October 2010 - June 2012
PwC August 2006 - February 2008
Education
David Geffen School of Medicine at UCLA 2012 — 2016
Doctor of Medicine (MD)
University of Southern California 2003 — 2006
Bachelor of Science (BS), Accounting
Neuberger Berman August 2014 - September 2014
PwC July 2013 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Training, English, Project Management, Market Research, Due Diligence
Education
De Anza College 2012 — 2013
Economics
University of California, Davis
Bachelor's degree, Business/Managerial Economics