Simon Consulting, LLC
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Simon Consulting, LLC Employees
ACSS November 2007 - Present
Simon Consulting, LLC 2006 - 2007
Clifton Gunderson LLP 2005 - 2006
Skills
Financial Modeling, Analysis, Finance, Business Valuation, Valuation, Cash Flow, Financial Risk, New Business Development, Financial Reporting, Variance Analysis, Financial Accounting, Internal Audit, Financial Analysis
Education
Arizona State University 2001 — 2006
Bachelors, Accounting, Finance, Management
Resolute Commercial Services May 2013 - Present
Simon Consulting, LLC April 2002 - May 2013
Hawthorne & York International, Ltd. March 1994 - November 2000
Skills
Certified Fraud Examiner, Forensic Accounting, Fraud, Receiverships, Bankruptcy, Restructuring, Fraud Detection, Finance, Valuation, Litigation Consulting, Business Valuation
Education
Arizona State University
BS, Economics
Deloitte September 2014 - Present
Inspire Inc. April 2015 - July 2015
Bankokpayom School June 2014 - July 2014
ASU Office of University Initiatives January 2013 - May 2014
New Venture Group August 2012 - May 2014
The Oxford Strategy Group October 2013 - December 2013
Deloitte June 2013 - August 2013
Simon Consulting, LLC September 2012 - December 2012
Jenny Cai CPA, PC January 2012 - August 2012
Education
Arizona State University 2010 — 2014
Bachelor's degree, Economics
University of Oxford 2013 — 2013
Political Economy of Institutions and Development; International Relations
PetSmart January 2015 - Present
KPMG Audit August 2006 - January 2015
Simon Consulting, LLC August 2005 - August 2006
eeCPA August 2004 - May 2005
Skills
Accounting, Microsoft Office, Corporate Communications, Management, Internal Controls, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, GAAP, Finance
Education
Arizona State University 2001 — 2006
Accountancy, Accounting
Navigant Consulting October 2013 - Present
EconLit LLC June 2007 - October 2013
Simon Consulting, LLC January 2005 - May 2007
Ernst & Young February 2004 - December 2005
Mellon Financial June 2001 - August 2002
Skills
Expert testimony, Predictive Analytics, Professional Forecaster..., Litigation Support, Fraud, Data Analysis, Due Diligence, Bankruptcy, Forensic Accounting, Dispute Resolution, Analytics, Arbitration, Valuation, Statistics, Mediation, Legal Research, Forensic Analysis, Restructuring
Education
Babson College 2002 — 2004
MBA, Finance and Entrepreneurship
Arizona State University 1998 — 2001
Bachelors of Interdisciplinary Studies, Ecology and Business
Northern Arizona University 1993 — 1995
Biology
Simon Consulting, LLC August 2014 - Present
Simon Consulting, LLC May 2013 - August 2013
Sizzler USA April 2010 - May 2013
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master's degree, Accounting
Arizona State University 2011 — 2013
Bachelor's of Science, Accountancy, 3.78
Glendale Community College 2009 — 2011
Associate, Business - General Studies, 3.95
Simon Consulting, LLC September 2010 - Present
Navigant Consulting January 1998 - September 2010
Navigant Consulting January 1998 - September 2010
Skills
Damages, Forensic Economics, Wrongful Death, Expert Witness, Financial Analysis, Forensic Accounting, Litigation Support, Consulting, Litigation Consulting, Commercial Litigation, Fraud, Personal Injury, Forensic Analysis, Dispute, Finance, Litigation, Arbitration, Legal Research, Due Diligence
Education
Arizona State University 1993 — 1997
Bachelor of Science, Summa Cum Laude, Economics
Arizona State University
Bachelor of Science, Economics
Simon Consulting, LLC September 2005 - Present
Law Offices of Thomas W. Rutledge, APC July 2003 - September 2005
Skills
Forensic Accounting, Financial Analysis, Certified Fraud Examiner, Fraud, Accounting, CPA, Receiverships, Litigation Support, Financial Accounting, QuickBooks, Small Business, Finance, Forensic Analysis, Restructuring, Analysis, Auditing, Internal Controls
Education
University of Phoenix 2010 — 2012
BS, Accounting
University of California, San Diego 1999 — 2003
BA, Psychology
Simon Consulting, LLC January 2000 - Present
Skills
Forensic Accounting, Receiverships, Certified Fraud Examiner, Financial Analysis, Business Valuation, Restructuring, Expert Witness, Litigation Support, Bankruptcy, Due Diligence, Fraud, Litigation Consulting, CPA, Valuation, Business Advisory, Turn Around Management, Liquidation, Debt Restructuring, Finance, Accounting, Fair Value, Divestitures, Corporate Finance, Litigation, Real Estate, Civil Litigation, Courts, Mergers & Acquisitions, Forensic Analysis, Corporate Governance, Analysis, Investigation, Acquisitions, Private Equity, Exit Strategies, SEC filings, Venture Capital, M&A experience, IPO
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA, Business Administration and Management, General
Loyola Marymount University 1987 — 1991
BSA, Accounting
Resolute January 2014 - Present
Simon Consulting, LLC January 2012 - December 2013
AZ Envelope Company 2006 - 2011
Skills
Financial Analysis, Finance, Restructuring, Accounting, Auditing, Corporate Finance, Microsoft Office, Valuation, PowerPoint, Customer Service
Education
Arizona State University - W. P. Carey School of Business 2008 — 2011
Bachelor of Science (BS), Economics
Simon Simon Real Estate May 2011 - Present
SJS Property Management May 2011 - Present
Simon Consulting LLC January 2012 - Present
Ernst & Young January 2007 - March 2009
Northwestern Mutual August 2005 - January 2007
Skills
Tax, Accounting, Financial Analysis, Real Estate, Consulting, Residential Homes, Commercial Real Estate, Property Management, Finance, Budgets, Management, Marketing, Small Business, Sellers
Education
University of Arkansas 2003 — 2006
Bachelors, Finance and Accounting
University of Oklahoma
Simon Consulting, LLC October 2011 - Present
Association of Corporate Counsel 1999 - Present
Open Mind Ventures LLC January 2006 - May 2015
ANAHATA Sound and Energy Healing 2015 - 2015
Arizona Diamondbacks January 2011 - January 2013
MCA Financial Group, Ltd. April 2008 - October 2011
Arizona Yoga Association April 2011 - August 2011
CIT Group Inc August 2002 - December 2007
MOSS Spa January 2006 - January 2007
Or Adam 2005 - 2007
Skills
Due Diligence, Restructuring, Mergers & Acquisitions, Negotiation, Start-ups, Finance, Expert Witness, Strategy, Receiverships, New Business Development, Corporate Governance, Executive Management, Real Estate, Management, Corporate Law, Corporate Finance, Marketing, Strategic Planning, Commercial Litigation, Leadership, Liability Analysis, Business Development, Banking, Entrepreneurship, Contract Negotiation, Commercial Real Estate, Loans, Business Strategy, Litigation Support, Real Estate Development, Portfolio Management, Corporate Restructuring, Operations Management, Valuation, Risk Management, Joint Ventures, Strategic Partnerships, Mediation, Financial Risk, Competitive Analysis, Mergers, Financial Services, Arbitration, Process Improvement, Asset Managment, Expert Witness (Lender..., Yoga Instruction, Meditation, Private Equity, Asset Management
Education
Boston University - School of Management
BS, Management
American University, Washington College of Law
JD, Law
Grant Thornton LLP October 2014 - Present
OpenSymmetry May 2014 - October 2014
Grant Thornton LLP June 2013 - August 2013
Simon Consulting, LLC January 2013 - May 2013
Villa Montavo Assoc. May 2010 - May 2013
Beta Alpha Psi - Beta Tau Chapter (Arizona State University) May 2012 - December 2012
Arizona State University 2008 - December 2012
LeaseStation May 2012 - July 2012
Grant Thornton LLP June 2012 - June 2012
Beta Alpha Psi - Beta Tau Chapter (Arizona State University) January 2012 - May 2012
Skills
Accounting, Financial Analysis, Access, PowerPoint, Microsoft Office, PHP, HTML, Databases, SQL Server, MySQL, Visual Basic, CSS, Mathematics, Word, Excel, C#, Logic, Golf, Valuation, Forensic Accounting, Forecasting
Education
Desert Mountain
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Accountancy (MAcc)
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Accountancy
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Arizona State University, College of Liberal Arts and Sciences 2010 — 2012
Minor, Mathematics
Arizona State University - Barrett, the Honors College 2008 — 2012
Honors Distinction
RR Donnelley February 2014 - Present
The Financial Executives Networking Group 2003 - 2015
RR Donnelley January 2013 - February 2014
RR Donnelley November 2011 - December 2012
Mark R. Geretti, CPA, PLLC January 2005 - November 2012
Simon Consulting LLC May 2007 - December 2010
Central Arizona Project - Phoenix, AZ May 2000 - June 2005
Shore and Azimov, P.C., CPA's June 1997 - January 2000
American Bureau of Information - Tempe, AZ January 1995 - June 1997
Arizona Department of Revenue - Phoenix, AZ January 1990 - January 1995
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Analysis, Financial Analysis, Forecasting, Internal Audit, Process Improvement, Tax Preparation, Cash Flow, XBRL, SEC filings, Risk Management, Compilation, Databases, Budgeting, US GAAP reporting
Education
Oracle Academy Pecos Campus 2010 — 2011
Oracle 10g Database Certification, Oracle 10g Database Managment Systems, 4.0
Arizona State University 1985 — 1989
BS, Business Accounting
First Data Merchant Services March 2014 - Present
Simon Consulting LLC October 2012 - February 2014
Citibank January 2006 - October 2012
American Express September 2002 - December 2005
FARO Technologies July 1996 - August 2002
Hewlett-Packard July 1985 - July 1996
Hewlett-Packard January 1996 - June 1996
Hewlett-Packard August 1994 - February 1996
Hewlett-Packard April 1993 - August 1994
Hewlett-Packard March 1990 - April 1993
Education
Northwood University 1980 — 1985
Bachelor, Business Administration and Management, General, 3.8/4.0
Northwood University 1980 — 1985
Bachelor, Management Information Systems, General, 3.8/4.0