Tatum Company
Industry: American basketball player
DescriptionJayson Christopher Tatum is an American professional basketball player for the Boston Celtics of the National Basketball Association. Born: March 3, 1998 (age 20 years), St. Louis, MO Height: 6′ 8″ School: Duke University NBA draft: 2017, Boston Celtics (Round: 1 / Pick: 3) Parents: Brandy Cole, Justin Tatum Children: Jayson Christopher Tatum Jr.StatsGameMinPtsFG3ptRebAstStl1/19@HawksATL35197-130-05211/18vsGrizzliesMEM2920-60-26401/16vsRaptorsTOR31166-161-31020Regular Season31.116.344.636.96.31.81.0Career (2017-2018)Career ('17-'18)30.714.846.340.45.51.71.0
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Tatum Employees
Employee
Years
Job
Industry
Robert Weisgarber Robert Weisgarber's Tatum Experience December 2003 - Present
Job Partner at Tatum, a Randstad company
Industry Management Consulting
Experience
Tatum December 2003 - Present
Complete Production Services, Inc. April 2004 - June 2009
DSI Toys, Inc. March 1999 - October 2003
Hirsh Industries (formerly SteelWorks, Inc.) September 1995 - September 1998
Texberry Container Corporation August 1993 - September 1995
Courtaulds, Inc. February 1986 - July 1993
Milchem Incorporated April 1982 - February 1986
Skills
Managerial Finance, Sales, Accounting, Management, Executive Management, Management Consulting, Mergers & Acquisitions, Strategy, Human Resources, SEC filings, Finance, Cash Flow, Restructuring, IPO, Financial Modeling, Private Equity, Business Process..., Internal Controls, Budgets, Mergers, Due Diligence, Change Management, Corporate Finance, Strategic Financial..., Financial Analysis, US GAAP, Financial Accounting, Financial Reporting, Auditing, GAAP, Financial Services, Sarbanes-Oxley Act, Sarbanes-Oxley, Acquisition Integration, Tax, Credit, Internal Audit, CPA, Cash Management, Forecasting, SEC Filings
Education
Harvard Business School 1979 — 1981
MBA, Finance and Control
Wright State University 1973 — 1976
BS, Accounting
Tatum December 2003 - Present
Complete Production Services, Inc. April 2004 - June 2009
DSI Toys, Inc. March 1999 - October 2003
Hirsh Industries (formerly SteelWorks, Inc.) September 1995 - September 1998
Texberry Container Corporation August 1993 - September 1995
Courtaulds, Inc. February 1986 - July 1993
Milchem Incorporated April 1982 - February 1986
Skills
Managerial Finance, Sales, Accounting, Management, Executive Management, Management Consulting, Mergers & Acquisitions, Strategy, Human Resources, SEC filings, Finance, Cash Flow, Restructuring, IPO, Financial Modeling, Private Equity, Business Process..., Internal Controls, Budgets, Mergers, Due Diligence, Change Management, Corporate Finance, Strategic Financial..., Financial Analysis, US GAAP, Financial Accounting, Financial Reporting, Auditing, GAAP, Financial Services, Sarbanes-Oxley Act, Sarbanes-Oxley, Acquisition Integration, Tax, Credit, Internal Audit, CPA, Cash Management, Forecasting, SEC Filings
Education
Harvard Business School 1979 — 1981
MBA, Finance and Control
Wright State University 1973 — 1976
BS, Accounting
Shanyce Spain Shanyce Spain's Tatum Experience July 2012 - December 2012
Job Social Mission Intern at The MathWorks
Industry Marketing and Advertising
Experience
The MathWorks January 2015 - Present
Hertz February 2014 - July 2014
Tatum July 2012 - December 2012
Jumpstart September 2011 - April 2012
Skills
Teaching, Staff Development
Education
Northeastern University 2010 — 2015
Bachelor of Science, International Business; Marketing, 3.3
Dublin City University 2013 — 2014
Bachelor of Arts (BA), Global Business
Townsend Harris High School 2006 — 2010
Advanced Regents Diploma, Humanities
The MathWorks January 2015 - Present
Hertz February 2014 - July 2014
Tatum July 2012 - December 2012
Jumpstart September 2011 - April 2012
Skills
Teaching, Staff Development
Education
Northeastern University 2010 — 2015
Bachelor of Science, International Business; Marketing, 3.3
Dublin City University 2013 — 2014
Bachelor of Arts (BA), Global Business
Townsend Harris High School 2006 — 2010
Advanced Regents Diploma, Humanities
Raymond A. Snead, Jr., D.Sc., FHFMA, FACHE Raymond A. Snead, Jr., D.Sc., FHFMA, FACHE's Tatum Experience 2007 - November 2010
Job Interim Chief Executive Officer at South Georgia Medical Center
Industry Health, Wellness and Fitness
Experience
South Georgia Medical Center September 2015 - Present
South Georgia Medical Center July 2013 - September 2015
Central Florida Health Alliance September 2011 - July 2012
Akron General Medical Center August 2011 - September 2011
St. Vincent's Healthcare System October 2010 - May 2011
Tatum 2007 - November 2010
St Vincent's Health July 2009 - July 2010
Medical & Business Advisory, Inc. January 1985 - September 2009
Columbia St. Mary's January 2009 - June 2009
The Grace Clinic April 2008 - November 2008
Skills
Healthcare, Healthcare Management, Managed Care, Strategic Financial..., Healthcare Information..., Strategic Planning, Financial Analysis, Mergers, Process Improvement, Budget, Accounting, Team Building, Hospitals, Finance, Financial Reporting, Managerial Finance, Management Consulting, Change Management, Executive Management, Non-profits, Budgets, Healthcare Consulting, Mergers & Acquisitions, Nonprofits, Turn Around Management, Revenue Cycle, Analysis, Revenue Cycle Management, Strategy, Management, Leadership, Performance Improvement, Healthcare Industry, Physicians, Business Development, HIPAA, Entrepreneurship, Coaching, Restructuring, Medicare, Insurance, Consulting, Program Management, Policy, Medicaid, Acquisition Integration, EHR, Physician Relations, Practice Management
Education
University of Alabama at Birmingham 2010 — 2013
ScD, Healthcare Administration
East Carolina University 1980 — 1982
MBA, Finance, Quantative Methods
University of Virginia
Commerce, Finance
South Georgia Medical Center September 2015 - Present
South Georgia Medical Center July 2013 - September 2015
Central Florida Health Alliance September 2011 - July 2012
Akron General Medical Center August 2011 - September 2011
St. Vincent's Healthcare System October 2010 - May 2011
Tatum 2007 - November 2010
St Vincent's Health July 2009 - July 2010
Medical & Business Advisory, Inc. January 1985 - September 2009
Columbia St. Mary's January 2009 - June 2009
The Grace Clinic April 2008 - November 2008
Skills
Healthcare, Healthcare Management, Managed Care, Strategic Financial..., Healthcare Information..., Strategic Planning, Financial Analysis, Mergers, Process Improvement, Budget, Accounting, Team Building, Hospitals, Finance, Financial Reporting, Managerial Finance, Management Consulting, Change Management, Executive Management, Non-profits, Budgets, Healthcare Consulting, Mergers & Acquisitions, Nonprofits, Turn Around Management, Revenue Cycle, Analysis, Revenue Cycle Management, Strategy, Management, Leadership, Performance Improvement, Healthcare Industry, Physicians, Business Development, HIPAA, Entrepreneurship, Coaching, Restructuring, Medicare, Insurance, Consulting, Program Management, Policy, Medicaid, Acquisition Integration, EHR, Physician Relations, Practice Management
Education
University of Alabama at Birmingham 2010 — 2013
ScD, Healthcare Administration
East Carolina University 1980 — 1982
MBA, Finance, Quantative Methods
University of Virginia
Commerce, Finance
Diane Kriegel Diane Kriegel's Tatum Experience August 2011 - October 2014
Job Leadership at B. E. Smith
Industry Hospital & Health Care
Experience
B. E. Smith November 2014 - Present
Tatum August 2011 - October 2014
Premier Anesthesia April 2010 - August 2011
Premier Anesthesia August 2009 - April 2010
Newmark Knight and Frank (Honour Healthcare) July 2008 - August 2009
Tenet Healthcare August 2000 - July 2008
Skills
Healthcare, Hospitals, Healthcare Management, Quality Management, Process Improvement, Change Management, Performance Improvement, HIPAA, Staff Development, Team Building, Medical Devices, Nursing, Management, EHR, Healthcare Consulting, Revenue Cycle Management, Inpatient, Healthcare Information..., Physicians, Operations Management, Project Management, Start-ups, Revenue Cycle, Healthcare Industry, Physician Relations
Education
University of Alabama at Birmingham 2010 — 2011
Certificate in Healthcare Management, Healthcare Administration
Keller Graduate School of Management of DeVry University 1998 — 2000
Masters Degree, Business Administration
Florida State University
Bachelor of Science, Nursing
B. E. Smith November 2014 - Present
Tatum August 2011 - October 2014
Premier Anesthesia April 2010 - August 2011
Premier Anesthesia August 2009 - April 2010
Newmark Knight and Frank (Honour Healthcare) July 2008 - August 2009
Tenet Healthcare August 2000 - July 2008
Skills
Healthcare, Hospitals, Healthcare Management, Quality Management, Process Improvement, Change Management, Performance Improvement, HIPAA, Staff Development, Team Building, Medical Devices, Nursing, Management, EHR, Healthcare Consulting, Revenue Cycle Management, Inpatient, Healthcare Information..., Physicians, Operations Management, Project Management, Start-ups, Revenue Cycle, Healthcare Industry, Physician Relations
Education
University of Alabama at Birmingham 2010 — 2011
Certificate in Healthcare Management, Healthcare Administration
Keller Graduate School of Management of DeVry University 1998 — 2000
Masters Degree, Business Administration
Florida State University
Bachelor of Science, Nursing
Patty Garabedian Patty Garabedian's Tatum Experience February 2012 - April 2013
Job Principal Client Services Manager for Cobham, US at Alexander Mann Solutions
Industry Staffing and Recruiting
Experience
Alexander Mann Solutions April 2013 - Present
Tatum February 2012 - April 2013
The Computer Merchant August 2011 - February 2012
Euro-Pro June 2010 - August 2011
FAST, a Microsoft Subsidiary 2007 - 2010
The First Marblehead Corporation 2004 - 2007
Stride Rite 1993 - 1995
Winter Wyman & Co 1984 - 1990
PwC July 1982 - August 1984
Skills
Full-cycle Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Recruitment/Retention, SDLC, Internet Recruiting, Recruiting, Management Consulting, Talent Management
Education
Babson College 1988 — 1990
MBA
College of the Holy Cross 1978 — 1982
BS
Alexander Mann Solutions April 2013 - Present
Tatum February 2012 - April 2013
The Computer Merchant August 2011 - February 2012
Euro-Pro June 2010 - August 2011
FAST, a Microsoft Subsidiary 2007 - 2010
The First Marblehead Corporation 2004 - 2007
Stride Rite 1993 - 1995
Winter Wyman & Co 1984 - 1990
PwC July 1982 - August 1984
Skills
Full-cycle Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Recruitment/Retention, SDLC, Internet Recruiting, Recruiting, Management Consulting, Talent Management
Education
Babson College 1988 — 1990
MBA
College of the Holy Cross 1978 — 1982
BS
Bill Price, M.B.A., PMP's Tatum Experience June 2006 - July 2007
Job Regional Director, Consumer Products / Manufacturing, Central United States at Teradata
Industry Information Technology and Services
Experience
Teradata April 2013 - Present
The OnTarget Company August 2012 - Present
The Intersect Group November 2010 - August 2012
Argus July 2007 - November 2010
Tatum June 2006 - July 2007
Conner Partners July 2005 - June 2006
The North Highland Company August 2003 - July 2005
Atlanta Foods International March 2002 - July 2003
Delta Air Lines March 2000 - March 2002
The Coca-Cola Company 1998 - March 2000
Skills
Management Consulting, New Business Development, Change Management, Building Relationships, Business Strategy, Strategic Planning, PMO, Project Governance, Growth and Profit..., Marketing Strategy, Public Relations, Finance Transformation, Writing, Business Intelligence, Purpose, Corporate Law, Entrepreneurship, Executive Coaching, Business Development, Building Brand Awareness, Sales, Strategy, Business Planning, Business Process..., Program Management, Coaching, Leadership, Mergers & Acquisitions, Management, Executive Management, Recruiting, Analysis, Human Resources, Project Management, Analytics, Finance, Professional Services, Solution Selling, Marketing, Project Planning, Budgets, Start-ups, CRM, Vendor Management, Strategic Partnerships, Cross-functional Team..., Acquisition Integration, Outsourcing, Managerial Finance, Process Improvement
Education
Auburn University 1988 — 1991
Bacherlor of Science, Management Information Systems
Samford University 1995 — 1997
Masters of Business Administration, M.B.A., 3.7 GPA
Harvard Business School 2007 — 2007
Executive Education Certificate, Strategic Agility Program
University of Georgia - Terry College of Business
Executive Education Certificate, 2010 Atlanta Leadership Symposium
Teradata April 2013 - Present
The OnTarget Company August 2012 - Present
The Intersect Group November 2010 - August 2012
Argus July 2007 - November 2010
Tatum June 2006 - July 2007
Conner Partners July 2005 - June 2006
The North Highland Company August 2003 - July 2005
Atlanta Foods International March 2002 - July 2003
Delta Air Lines March 2000 - March 2002
The Coca-Cola Company 1998 - March 2000
Skills
Management Consulting, New Business Development, Change Management, Building Relationships, Business Strategy, Strategic Planning, PMO, Project Governance, Growth and Profit..., Marketing Strategy, Public Relations, Finance Transformation, Writing, Business Intelligence, Purpose, Corporate Law, Entrepreneurship, Executive Coaching, Business Development, Building Brand Awareness, Sales, Strategy, Business Planning, Business Process..., Program Management, Coaching, Leadership, Mergers & Acquisitions, Management, Executive Management, Recruiting, Analysis, Human Resources, Project Management, Analytics, Finance, Professional Services, Solution Selling, Marketing, Project Planning, Budgets, Start-ups, CRM, Vendor Management, Strategic Partnerships, Cross-functional Team..., Acquisition Integration, Outsourcing, Managerial Finance, Process Improvement
Education
Auburn University 1988 — 1991
Bacherlor of Science, Management Information Systems
Samford University 1995 — 1997
Masters of Business Administration, M.B.A., 3.7 GPA
Harvard Business School 2007 — 2007
Executive Education Certificate, Strategic Agility Program
University of Georgia - Terry College of Business
Executive Education Certificate, 2010 Atlanta Leadership Symposium
Alysa Sepolio Alysa Sepolio's Tatum Experience May 2008 - September 2009
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
` October 2009 - Present
Tatum May 2008 - September 2009
Murray Resources August 2005 - April 2008
CoWorx Staffing June 2004 - August 2005
CHRISTUS St. Catherine's Hospital May 2003 - May 2004
Skills
Executive Search, Full-cycle Recruiting, Permanent Placement, Talent Acquisition, Internet Recruiting, Creative Sourcing, Recruitment/Retention, Direct Recruiting, Candidates Searching, Facebook, Google, LinkedIn, Social Networking, Accounting, Corporate Finance, Controller, Human Capital Management, Human Relations, Strategic Partnerships
Education
Texas A&M University 1994 — 1998
BA, Biology and Chemistry
` October 2009 - Present
Tatum May 2008 - September 2009
Murray Resources August 2005 - April 2008
CoWorx Staffing June 2004 - August 2005
CHRISTUS St. Catherine's Hospital May 2003 - May 2004
Skills
Executive Search, Full-cycle Recruiting, Permanent Placement, Talent Acquisition, Internet Recruiting, Creative Sourcing, Recruitment/Retention, Direct Recruiting, Candidates Searching, Facebook, Google, LinkedIn, Social Networking, Accounting, Corporate Finance, Controller, Human Capital Management, Human Relations, Strategic Partnerships
Education
Texas A&M University 1994 — 1998
BA, Biology and Chemistry
Mike Kelly Mike Kelly's Tatum Experience 2006 - November 2010
Job ON SABBATICAL
Industry Staffing and Recruiting
Experience
On Sabbatical July 2015 - Present
Beacon Resources - a DLC company October 2010 - July 2015
Tatum 2006 - November 2010
Spinnaker Financial (Acquired by Tatum LLC) 1999 - 2006
Robert Half Management Resources 1998 - 1999
Ernst and Young / K&C CPA Firm 1994 - 1998
Skills
Accounting, GAAP, IPO, Recruiting, Temporary Staffing, Sales Management, Business Development, Executive Search, Executive Positions, Outsourcing, Financial Accounting, Finance, Account Reconciliation, Financial Reporting, Start-ups, Management, Strategic Financial..., Financial Modeling, Forecasting, Managerial Finance, US GAAP, Payroll, Cash Flow, CPA, Private Equity, Leadership, Financial Analysis, Mergers & Acquisitions, Financial Statements, Revenue Recognition, General Ledger, Acquisition Integration, Financial Services, Corporate Finance, Analysis, Cost Accounting, Cash Management, Project Management, Financial Risk, Temporary Placement, External Audit, Enterprise Risk..., Management Consulting, Treasury Management, Executive Management, Variance Analysis, Sourcing
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
Bachelor of Science, Accounting
On Sabbatical July 2015 - Present
Beacon Resources - a DLC company October 2010 - July 2015
Tatum 2006 - November 2010
Spinnaker Financial (Acquired by Tatum LLC) 1999 - 2006
Robert Half Management Resources 1998 - 1999
Ernst and Young / K&C CPA Firm 1994 - 1998
Skills
Accounting, GAAP, IPO, Recruiting, Temporary Staffing, Sales Management, Business Development, Executive Search, Executive Positions, Outsourcing, Financial Accounting, Finance, Account Reconciliation, Financial Reporting, Start-ups, Management, Strategic Financial..., Financial Modeling, Forecasting, Managerial Finance, US GAAP, Payroll, Cash Flow, CPA, Private Equity, Leadership, Financial Analysis, Mergers & Acquisitions, Financial Statements, Revenue Recognition, General Ledger, Acquisition Integration, Financial Services, Corporate Finance, Analysis, Cost Accounting, Cash Management, Project Management, Financial Risk, Temporary Placement, External Audit, Enterprise Risk..., Management Consulting, Treasury Management, Executive Management, Variance Analysis, Sourcing
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
Bachelor of Science, Accounting
Lou Schaab Lou Schaab's Tatum Experience February 2012 - May 2012
Job CFO at Chesapeake Hospitality
Industry Hospitality
Experience
Chesapeake Hospitality October 2013 - Present
National Rural Electric Cooperative Assocation May 2012 - October 2013
Tatum February 2012 - May 2012
LGS Consult LLC April 2011 - May 2012
Allied Capital (Ares Capital) October 2001 - January 2011
MeriStar Hospitality Corporation June 1998 - September 2001
KPMG 1988 - 1998
Skills
Mergers & Acquisitions, Finance, Accounting, Leveraged Finance, Managerial Finance, Management, Strategy, Process Improvement, Strategic Planning, Turn Around Management, Capital Raising, Due Diligence, IPO, Financial Modeling, Business Integration, Negotiation, Mergers, Investments, Investment Banking, Corporate Development, Corporate Finance, Valuation, Venture Capital, Start-ups, Portfolio Management, Private Equity
Education
James Madison University 1984 — 1988
BBA, Accounting
James Madison University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Chesapeake Hospitality October 2013 - Present
National Rural Electric Cooperative Assocation May 2012 - October 2013
Tatum February 2012 - May 2012
LGS Consult LLC April 2011 - May 2012
Allied Capital (Ares Capital) October 2001 - January 2011
MeriStar Hospitality Corporation June 1998 - September 2001
KPMG 1988 - 1998
Skills
Mergers & Acquisitions, Finance, Accounting, Leveraged Finance, Managerial Finance, Management, Strategy, Process Improvement, Strategic Planning, Turn Around Management, Capital Raising, Due Diligence, IPO, Financial Modeling, Business Integration, Negotiation, Mergers, Investments, Investment Banking, Corporate Development, Corporate Finance, Valuation, Venture Capital, Start-ups, Portfolio Management, Private Equity
Education
James Madison University 1984 — 1988
BBA, Accounting
James Madison University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Kinda Lincoln's Tatum Experience September 2008 - September 2009
Job CFO at Enersciences Holdings
Industry Accounting
Experience
Enersciences Holdings December 2014 - Present
Enersciences Holdings September 2014 - Present
IDEV Technologies, Inc. October 2012 - June 2013
IDEV Technologies, Inc June 2010 - October 2012
Seven Energy International January 2010 - April 2010
Tatum September 2008 - September 2009
Tatum, a Randstad company September 2006 - September 2008
PwC May 2003 - September 2006
LSG, NV September 2002 - May 2003
Arthur Andersen & Co. September 1999 - August 2002
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Forecasting, SEC filings, Accounting, Process Improvement, Budgets, Mergers & Acquisitions, Financial Accounting, Auditing, Business Development, Revenue Recognition, US GAAP, Managerial Finance, Internal Audit, ERP, GAAP
Education
Sam Houston State University 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Enersciences Holdings December 2014 - Present
Enersciences Holdings September 2014 - Present
IDEV Technologies, Inc. October 2012 - June 2013
IDEV Technologies, Inc June 2010 - October 2012
Seven Energy International January 2010 - April 2010
Tatum September 2008 - September 2009
Tatum, a Randstad company September 2006 - September 2008
PwC May 2003 - September 2006
LSG, NV September 2002 - May 2003
Arthur Andersen & Co. September 1999 - August 2002
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Forecasting, SEC filings, Accounting, Process Improvement, Budgets, Mergers & Acquisitions, Financial Accounting, Auditing, Business Development, Revenue Recognition, US GAAP, Managerial Finance, Internal Audit, ERP, GAAP
Education
Sam Houston State University 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Bob Stegmann Bob Stegmann's Tatum Experience 2006 - 2012
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Tatum 2006 - 2012
BearingPoint, Inc. 2000 - 2006
KPMG US 1995 - 2000
The Northern Trust Company 1981 - 1995
Skills
Commercial Lending, Business Strategy, Leadership, Risk Management, Financial Analysis, Banking, Financial Services, Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Finance, Loans, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA, Accounting, Marketing, Management
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
Wells Fargo February 2012 - Present
Tatum 2006 - 2012
BearingPoint, Inc. 2000 - 2006
KPMG US 1995 - 2000
The Northern Trust Company 1981 - 1995
Skills
Commercial Lending, Business Strategy, Leadership, Risk Management, Financial Analysis, Banking, Financial Services, Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Finance, Loans, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA, Accounting, Marketing, Management
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
Nino Farrell Nino Farrell's Tatum Experience June 2006 - November 2012
Job Executive Assistant at Luminex Corporation
Industry Biotechnology
Experience
Luminex Corporation February 2013 - Present
Financial Executives International December 2006 - February 2013
Tatum June 2006 - November 2012
Vacant Home Management Services January 2003 - January 2006
Re/Max Northwest Realtors January 2001 - January 2003
Skills
Healthcare, Executive Management, Accounting, Strategic Planning, Microsoft Excel, Budgets, SaaS, Policy, Strategic Partnerships, Process Improvement, Project Management, Nonprofits, Sales, Team Leadership, Financial Reporting, Negotiation, Internal Audit, Business Planning, Onboarding, Accounts Payable, Management, Business Strategy, Finance, Analysis, Mergers & Acquisitions, Leadership, Forecasting, Start-ups, Accounts Receivable, Event Planning, Financial Analysis, Human Resources, Management Consulting, Contract Negotiation, Business Process..., Fundraising, Time Management, Business Development, Strategy, Public Relations, Change Management, Consulting, Team Building, Managerial Finance, Financial Modeling, Program Management, Due Diligence, Recruiting, Entrepreneurship, Public Speaking
Education
Texas Tech University
Business
Texas Tech University University of Americas
Luminex Corporation February 2013 - Present
Financial Executives International December 2006 - February 2013
Tatum June 2006 - November 2012
Vacant Home Management Services January 2003 - January 2006
Re/Max Northwest Realtors January 2001 - January 2003
Skills
Healthcare, Executive Management, Accounting, Strategic Planning, Microsoft Excel, Budgets, SaaS, Policy, Strategic Partnerships, Process Improvement, Project Management, Nonprofits, Sales, Team Leadership, Financial Reporting, Negotiation, Internal Audit, Business Planning, Onboarding, Accounts Payable, Management, Business Strategy, Finance, Analysis, Mergers & Acquisitions, Leadership, Forecasting, Start-ups, Accounts Receivable, Event Planning, Financial Analysis, Human Resources, Management Consulting, Contract Negotiation, Business Process..., Fundraising, Time Management, Business Development, Strategy, Public Relations, Change Management, Consulting, Team Building, Managerial Finance, Financial Modeling, Program Management, Due Diligence, Recruiting, Entrepreneurship, Public Speaking
Education
Texas Tech University
Business
Texas Tech University University of Americas
Asad Malghani Asad Malghani's Tatum Experience December 2013 - April 2014
Job Substitute Teacher at Fort Bend ISD
Industry Management Consulting
Experience
Fort Bend ISD March 2015 - Present
Tatum December 2013 - April 2014
Opportunities Credit Union October 2012 - January 2013
People's United Bank March 2010 - November 2011
University of Vermont September 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Banking, Customer Service, Sales, General Ledger..., Forensic Accounting, Data Analysis, Financial Analysis, Leadership, Nonprofits, Analysis, Research, Social Media
Education
University of Vermont 2006 — 2009
Bachelors of Science in Business, Dual Concentration, International Business Management and Management Information Systems, 16
Macquarie University 2008 — 2008
International Business Management
Community College of Vermont 2004 — 2005
Associates in Business, Business Adminstration, 14
Fort Bend ISD March 2015 - Present
Tatum December 2013 - April 2014
Opportunities Credit Union October 2012 - January 2013
People's United Bank March 2010 - November 2011
University of Vermont September 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Banking, Customer Service, Sales, General Ledger..., Forensic Accounting, Data Analysis, Financial Analysis, Leadership, Nonprofits, Analysis, Research, Social Media
Education
University of Vermont 2006 — 2009
Bachelors of Science in Business, Dual Concentration, International Business Management and Management Information Systems, 16
Macquarie University 2008 — 2008
International Business Management
Community College of Vermont 2004 — 2005
Associates in Business, Business Adminstration, 14
Dana Neucere, CPA Dana Neucere, CPA's Tatum Experience October 2011 - Present
Job Owner and Yoga Teacher at Anytime Fitness
Industry Health, Wellness and Fitness
Experience
Anytime Fitness February 2014 - Present
Tatum October 2011 - Present
E-ssential Wellness September 2010 - Present
Anytime Fitness, Seal Beach, CA August 2008 - Present
New Century Health December 2012 - January 2014
Superior Vision 2012 - 2012
Monarch Health Plan April 2007 - February 2011
Keck School of Medicine, University of Southern California June 2001 - December 2004
Drexel University 1999 - 2000
KPMG 1997 - 1999
Skills
Corporations, Wellness, Fitness, Finance, Nutrition, Customer Service, Small Business, Healthcare, Marketing, Managed Care, Strategic Planning, Networking, Project Planning, Physicians, Mergers, Health Policy, Medicine
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA, Business
Louisiana State University 1985 — 1989
BS, Accounting
Anytime Fitness February 2014 - Present
Tatum October 2011 - Present
E-ssential Wellness September 2010 - Present
Anytime Fitness, Seal Beach, CA August 2008 - Present
New Century Health December 2012 - January 2014
Superior Vision 2012 - 2012
Monarch Health Plan April 2007 - February 2011
Keck School of Medicine, University of Southern California June 2001 - December 2004
Drexel University 1999 - 2000
KPMG 1997 - 1999
Skills
Corporations, Wellness, Fitness, Finance, Nutrition, Customer Service, Small Business, Healthcare, Marketing, Managed Care, Strategic Planning, Networking, Project Planning, Physicians, Mergers, Health Policy, Medicine
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA, Business
Louisiana State University 1985 — 1989
BS, Accounting
Nancy (Strasner) Stephenson's Tatum Experience October 2011 - December 2012
Job US Recruiting Specialist at Accenture
Industry Management Consulting
Experience
Accenture January 2015 - Present
VHA Inc. April 2014 - December 2014
Targetbase May 2013 - March 2014
Credera January 2013 - May 2013
Tatum October 2011 - December 2012
Amplifi Commerce January 2011 - October 2011
Hitachi Consulting October 2006 - January 2011
Comtek-Group July 2005 - June 2006
Eclipsys Corp July 2003 - July 2005
Unibind Corp. Atlanta, Ga November 2002 - April 2003
Skills
Talent Management, Talent Acquisition, Business Intelligence, Human Resources, Human Capital, E-commerce, Management Consulting, Professional Services, IT Recruitment, Technology Recruitment, Applicant Tracking..., Analytics, Sourcing, Recruiting, Management, Contract Recruitment, Consulting, Interviews, Onboarding, Performance Management, Cold Calling, Integration, Employee Benefits, Screening Resumes, Staff Augmentation, Employee Relations, Job Descriptions, Deferred Compensation, Executive Search, Employer Branding, Staffing Services, Business Strategy, SharePoint, Personnel Management, Permanent Placement, Information Technology, Hiring, Benefits Negotiation, College Recruiting, Technical Recruiting, Vendor Management, CRM, Training, Internet Recruiting, Screening, Temporary Placement, SDLC, Networking, PeopleSoft, Leadership
Education
Angelo State University 1985 — 1990
BBA, Marketing
Accenture January 2015 - Present
VHA Inc. April 2014 - December 2014
Targetbase May 2013 - March 2014
Credera January 2013 - May 2013
Tatum October 2011 - December 2012
Amplifi Commerce January 2011 - October 2011
Hitachi Consulting October 2006 - January 2011
Comtek-Group July 2005 - June 2006
Eclipsys Corp July 2003 - July 2005
Unibind Corp. Atlanta, Ga November 2002 - April 2003
Skills
Talent Management, Talent Acquisition, Business Intelligence, Human Resources, Human Capital, E-commerce, Management Consulting, Professional Services, IT Recruitment, Technology Recruitment, Applicant Tracking..., Analytics, Sourcing, Recruiting, Management, Contract Recruitment, Consulting, Interviews, Onboarding, Performance Management, Cold Calling, Integration, Employee Benefits, Screening Resumes, Staff Augmentation, Employee Relations, Job Descriptions, Deferred Compensation, Executive Search, Employer Branding, Staffing Services, Business Strategy, SharePoint, Personnel Management, Permanent Placement, Information Technology, Hiring, Benefits Negotiation, College Recruiting, Technical Recruiting, Vendor Management, CRM, Training, Internet Recruiting, Screening, Temporary Placement, SDLC, Networking, PeopleSoft, Leadership
Education
Angelo State University 1985 — 1990
BBA, Marketing
Terri Casanova Terri Casanova's Tatum Experience February 2008 - June 2009
Job Operations Senior Specialist
Industry Banking
Experience
JPMorgan Chase October 2014 - Present
JPMorgan Chase February 2013 - October 2014
JPMorgan Chase June 2010 - September 2014
Tatum February 2008 - June 2009
Tatum, LLC February 2008 - June 2009
Marshall Career Service February 2003 - June 2007
Marshall Career Service February 2002 - June 2007
Allstate Insurance Company March 2002 - January 2003
Fenix January 2000 - January 2001
Philips Consumer Communications 1995 - 1999
Skills
Interviews, New Business Development, Recruiting, Sales, Sales Operations, Sourcing, Consulting, Customer Retention, Event Management, Hiring, Program Management, Temporary Placement, Time Management, Training, Accounting, Employee Benefits, Financial Reporting, Human Resources, Marketing, Mergers, Process Improvement, Start-ups, Mergers, Financial Analysis, Leadership, Project Planning, Risk Management
Education
Baylor University 1982 — 1984
N/A, Business Management
Jersey Village High School 1978 — 1982
JPMorgan Chase October 2014 - Present
JPMorgan Chase February 2013 - October 2014
JPMorgan Chase June 2010 - September 2014
Tatum February 2008 - June 2009
Tatum, LLC February 2008 - June 2009
Marshall Career Service February 2003 - June 2007
Marshall Career Service February 2002 - June 2007
Allstate Insurance Company March 2002 - January 2003
Fenix January 2000 - January 2001
Philips Consumer Communications 1995 - 1999
Skills
Interviews, New Business Development, Recruiting, Sales, Sales Operations, Sourcing, Consulting, Customer Retention, Event Management, Hiring, Program Management, Temporary Placement, Time Management, Training, Accounting, Employee Benefits, Financial Reporting, Human Resources, Marketing, Mergers, Process Improvement, Start-ups, Mergers, Financial Analysis, Leadership, Project Planning, Risk Management
Education
Baylor University 1982 — 1984
N/A, Business Management
Jersey Village High School 1978 — 1982
Marilyn Kibler - Colon Marilyn Kibler - Colon's Tatum Experience April 2008 - September 2011
Job Director, Professional Services, CSS at Sabre Corporation
Industry Information Technology and Services
Experience
Sabre Holdings February 2014 - Present
Sirius Solutions September 2011 - February 2013
Tatum April 2008 - September 2011
MKC Consulting April 2007 - March 2008
IBM August 1999 - March 2007
Xerox Professional Services October 1994 - August 1999
ACCESS Corporation January 1989 - October 1994
Unisys February 1985 - December 1988
Skills
New Business Development, IT Strategy, Technology Evaluation, Analytics, Business Process..., Management Consulting, Program Management, Strategy, CRM, Business Strategy, Change Management, Business Development, Business Process, Strategic Planning, ERP, Management, Professional Services, Leadership, Consulting, Start-ups, Business, Performance Management, Mergers, Enterprise Software, Risk Management, Cloud Computing, Business Intelligence, Vendor Management, Business Transformation, PMO, Integration, Mergers & Acquisitions, SaaS, Executive Management, P&L Management, Business Analysis, Business Alliances, Outsourcing, Process Improvement, Information Technology, Team Building, Enterprise Architecture, Governance, Telecommunications, E-commerce, Acquisition Integration, Strategic Partnerships, Cross-functional Team..., Financial Services, Project Portfolio...
Education
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Political Science
Southern Methodist University
Master of Business Administration (M.B.A.)
Sabre Holdings February 2014 - Present
Sirius Solutions September 2011 - February 2013
Tatum April 2008 - September 2011
MKC Consulting April 2007 - March 2008
IBM August 1999 - March 2007
Xerox Professional Services October 1994 - August 1999
ACCESS Corporation January 1989 - October 1994
Unisys February 1985 - December 1988
Skills
New Business Development, IT Strategy, Technology Evaluation, Analytics, Business Process..., Management Consulting, Program Management, Strategy, CRM, Business Strategy, Change Management, Business Development, Business Process, Strategic Planning, ERP, Management, Professional Services, Leadership, Consulting, Start-ups, Business, Performance Management, Mergers, Enterprise Software, Risk Management, Cloud Computing, Business Intelligence, Vendor Management, Business Transformation, PMO, Integration, Mergers & Acquisitions, SaaS, Executive Management, P&L Management, Business Analysis, Business Alliances, Outsourcing, Process Improvement, Information Technology, Team Building, Enterprise Architecture, Governance, Telecommunications, E-commerce, Acquisition Integration, Strategic Partnerships, Cross-functional Team..., Financial Services, Project Portfolio...
Education
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Political Science
Southern Methodist University
Master of Business Administration (M.B.A.)
George Koutsakos, CPA George Koutsakos, CPA's Tatum Experience 2003 - 2009
Job CFO|Healthcare and Financial Consultant in San Diego, CA and Melbourne, FL|Mentor|Author
Industry Hospital & Health Care
Experience
First Acct. Healthcare and Financial Consultants June 2012 - Present
Silver Lake Medical Center June 2009 - June 2012
Tatum 2003 - 2009
Specialty Hospitals of Southern California 2000 - 2003
California State University, Fullerton 1999 - 2002
Methodist Hospital of Southern California 1982 - 1999
Skills
Mergers, Strategic Financial..., Managed Care, Budgets, Restructuring, Healthcare Industry, Non-profits, Managerial Finance, Strategic Planning, Financial Analysis, Financial Reporting, Accounting, Healthcare, Management Consulting, Finance, Financial Modeling, Executive Management, Healthcare Management, Revenue Cycle, Process Improvement, SEC filings, Mergers & Acquisitions, Nonprofits, Acquisition Integration, Healthcare Consulting, Business Development, Sarbanes-Oxley Act, GAAP, Cost Accounting, Revenue Recognition, Cash Management, Internal Controls, Financial Planning
Education
Bernard Baruch of City University of New York 1967 — 1971
BBA, Accounting
Pace University 1966 — 1967
First Acct. Healthcare and Financial Consultants June 2012 - Present
Silver Lake Medical Center June 2009 - June 2012
Tatum 2003 - 2009
Specialty Hospitals of Southern California 2000 - 2003
California State University, Fullerton 1999 - 2002
Methodist Hospital of Southern California 1982 - 1999
Skills
Mergers, Strategic Financial..., Managed Care, Budgets, Restructuring, Healthcare Industry, Non-profits, Managerial Finance, Strategic Planning, Financial Analysis, Financial Reporting, Accounting, Healthcare, Management Consulting, Finance, Financial Modeling, Executive Management, Healthcare Management, Revenue Cycle, Process Improvement, SEC filings, Mergers & Acquisitions, Nonprofits, Acquisition Integration, Healthcare Consulting, Business Development, Sarbanes-Oxley Act, GAAP, Cost Accounting, Revenue Recognition, Cash Management, Internal Controls, Financial Planning
Education
Bernard Baruch of City University of New York 1967 — 1971
BBA, Accounting
Pace University 1966 — 1967
Frank Krueger's Tatum Experience December 2012 - Present
Job Partner at Tatum, A Randstad Company
Industry Hospital & Health Care
Experience
Tatum December 2012 - Present
Suncrest Home Health March 2012 - November 2012
CareAll Home Care February 2011 - November 2012
Catholic Diocese of Nashville August 2006 - February 2011
The Rogers Group February 2002 - July 2006
American Standard Financial Services 1996 - 2002
The Trane Company division of American Standard July 1985 - July 1996
Skills
Strategic Planning, Financial Analysis, Accounting, Process Improvement, Budgets, Leadership, Management, Forecasting, Finance, Negotiation, Training, Payroll, Internal Controls, Cost Accounting, Management Consulting, Sales, Financial Reporting, Business Planning, Managerial Finance, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Cash Flow, Financial Modeling, Sarbanes-Oxley Act, Cash Management, Restructuring, Business Process..., Risk Management, Acquisition Integration, Start-ups
Education
Purdue University - Krannert School of Management
B.S., Industrial Management, Industrial Engineering
Tatum December 2012 - Present
Suncrest Home Health March 2012 - November 2012
CareAll Home Care February 2011 - November 2012
Catholic Diocese of Nashville August 2006 - February 2011
The Rogers Group February 2002 - July 2006
American Standard Financial Services 1996 - 2002
The Trane Company division of American Standard July 1985 - July 1996
Skills
Strategic Planning, Financial Analysis, Accounting, Process Improvement, Budgets, Leadership, Management, Forecasting, Finance, Negotiation, Training, Payroll, Internal Controls, Cost Accounting, Management Consulting, Sales, Financial Reporting, Business Planning, Managerial Finance, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Cash Flow, Financial Modeling, Sarbanes-Oxley Act, Cash Management, Restructuring, Business Process..., Risk Management, Acquisition Integration, Start-ups
Education
Purdue University - Krannert School of Management
B.S., Industrial Management, Industrial Engineering
Kurt Wilkin Kurt Wilkin's Tatum Experience August 2006 - April 2009
Job CEO at HireBetter | Helping Great Leaders Build Exceptional Teams
Industry Management Consulting
Experience
HireBetter January 2011 - Present
BusinessEarth April 2009 - Present
Tatum August 2006 - April 2009
The Controller Group May 2001 - July 2006
eFANshop 1999 - 2001
Montgomery Baggett and Drews, LLP April 1998 - November 1999
Ernst & Young September 1994 - April 1998
Skills
Business Strategy, Entrepreneur, Recruiting, Talent Acquisition, Talent Management, Organizational Structure, Whiteboarding, Start-ups, Entrepreneurship, Leadership, Management Consulting, Business Development, Management, Leadership Development, Business Process..., Accounting, Budgets
Education
University of Arkansas at Fayetteville 1987 — 1992
Bachelor of Science, Accounting
HireBetter January 2011 - Present
BusinessEarth April 2009 - Present
Tatum August 2006 - April 2009
The Controller Group May 2001 - July 2006
eFANshop 1999 - 2001
Montgomery Baggett and Drews, LLP April 1998 - November 1999
Ernst & Young September 1994 - April 1998
Skills
Business Strategy, Entrepreneur, Recruiting, Talent Acquisition, Talent Management, Organizational Structure, Whiteboarding, Start-ups, Entrepreneurship, Leadership, Management Consulting, Business Development, Management, Leadership Development, Business Process..., Accounting, Budgets
Education
University of Arkansas at Fayetteville 1987 — 1992
Bachelor of Science, Accounting
John Jackson FBCI(hon), CORE's Tatum Experience June 2002 - November 2002
Job Executive Advisor and CoFounder at Fusion Risk Management
Industry Management Consulting
Experience
Fusion Risk Management May 2006 - Present
InfraGard National Members Alliance (INMA) January 2008 - Present
Albright Advisors, LLC June 2005 - April 2006
IBM September 2003 - June 2005
Hewlett Packard June 2003 - September 2003
Tatum June 2002 - November 2002
SunGard November 2001 - June 2002
Comdisco February 1984 - November 2001
Chi/Cor Information Management February 1980 - February 1984
Signode Corporation 1969 - 1980
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Management Consulting, Security, Data Center, Business Continuity..., Professional Services, Governance, Start-ups, Leadership, Management, Outsourcing, Program Management, IT Service Management, IT Strategy, Vendor Management, Solution Architecture, Information Technology, Consulting, Risk Assessment, Business Development, Cloud Computing, Information Security, Enterprise Risk..., IT Management, Strategy, SaaS, Managed Services, Project Management, Mergers & Acquisitions, Product Management, Information Security..., Process Improvement, Business Analysis, Business Process..., Change Management, New Business Development, Solution Selling, Enterprise Software, Executive Management, Enterprise Architecture, Incident Management, IT Audit, IT Operations, IT Outsourcing, Strategic Partnerships, Risk Mitigation, Risk Management...
Education
DePaul University 1973 — 1980
BA, Business Management
DePaul University 1973 — 1980
Bachelors, Business Administration
Fusion Risk Management May 2006 - Present
InfraGard National Members Alliance (INMA) January 2008 - Present
Albright Advisors, LLC June 2005 - April 2006
IBM September 2003 - June 2005
Hewlett Packard June 2003 - September 2003
Tatum June 2002 - November 2002
SunGard November 2001 - June 2002
Comdisco February 1984 - November 2001
Chi/Cor Information Management February 1980 - February 1984
Signode Corporation 1969 - 1980
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Management Consulting, Security, Data Center, Business Continuity..., Professional Services, Governance, Start-ups, Leadership, Management, Outsourcing, Program Management, IT Service Management, IT Strategy, Vendor Management, Solution Architecture, Information Technology, Consulting, Risk Assessment, Business Development, Cloud Computing, Information Security, Enterprise Risk..., IT Management, Strategy, SaaS, Managed Services, Project Management, Mergers & Acquisitions, Product Management, Information Security..., Process Improvement, Business Analysis, Business Process..., Change Management, New Business Development, Solution Selling, Enterprise Software, Executive Management, Enterprise Architecture, Incident Management, IT Audit, IT Operations, IT Outsourcing, Strategic Partnerships, Risk Mitigation, Risk Management...
Education
DePaul University 1973 — 1980
BA, Business Management
DePaul University 1973 — 1980
Bachelors, Business Administration
David E. Brown, CPA David E. Brown, CPA's Tatum Experience June 2012 - August 2013
Job
Industry Management Consulting
Experience
Riveron Consulting May 2014 - Present
Independent Financial Consultant August 2011 - May 2014
Tatum June 2012 - August 2013
Merrill Lynch January 2010 - August 2011
NexGen Strategic Advisors, LLC January 2008 - June 2009
Huron Consulting Group July 2003 - December 2007
Banc of America Securities 1997 - 2002
Price Waterhouse 1992 - 1995
Skills
Audit, Due Diligence, Financial Planning, Financial Accounting, Corporate Lending, Commercial Banking, Commercial Lending, Investment Banking, Investment Advisory, Investment Strategies, Alternative Investments, Management Consulting, New Business Development, Credit Analysis, Risk Management, Restructuring, Debt Structuring, Capital Markets, Capital Structure, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Investments, Credit, Mergers, Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Equities, Cash Management, Corporate Finance, Cash Flow, Debt, Series 7, Financial Management, Structuring, Financial Markets, Wealth Management, Risk, Financial Reporting, Fixed Income, Auditing, Mergers & Acquisitions, Investment Management, Financial Advisory, Strategic Financial..., Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
University of Virginia - McIntire School of Commerce 1988 — 1992
BS, Accounting
Consortium for Graduate Studies in Management
Consortium for Graduate Studies in Management
Jr. High
Phoebus High School
Riveron Consulting May 2014 - Present
Independent Financial Consultant August 2011 - May 2014
Tatum June 2012 - August 2013
Merrill Lynch January 2010 - August 2011
NexGen Strategic Advisors, LLC January 2008 - June 2009
Huron Consulting Group July 2003 - December 2007
Banc of America Securities 1997 - 2002
Price Waterhouse 1992 - 1995
Skills
Audit, Due Diligence, Financial Planning, Financial Accounting, Corporate Lending, Commercial Banking, Commercial Lending, Investment Banking, Investment Advisory, Investment Strategies, Alternative Investments, Management Consulting, New Business Development, Credit Analysis, Risk Management, Restructuring, Debt Structuring, Capital Markets, Capital Structure, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Investments, Credit, Mergers, Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Equities, Cash Management, Corporate Finance, Cash Flow, Debt, Series 7, Financial Management, Structuring, Financial Markets, Wealth Management, Risk, Financial Reporting, Fixed Income, Auditing, Mergers & Acquisitions, Investment Management, Financial Advisory, Strategic Financial..., Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
University of Virginia - McIntire School of Commerce 1988 — 1992
BS, Accounting
Consortium for Graduate Studies in Management
Consortium for Graduate Studies in Management
Jr. High
Phoebus High School
Tim Jaeger's Tatum Experience November 2006 - December 2009
Job Interim CFO and Interim Chief Accounting Officer at WMI Holdngs Corp.
Industry Financial Services
Experience
WMI Holdings Corp. May 2012 - Present
CXO Consulting Group, LLC September 2003 - Present
Macquarie AirFinance December 2006 - March 2012
Tatum November 2006 - December 2009
Icon Estates June 2005 - October 2006
TMNG March 2004 - September 2005
PrarieWave Communications February 2004 - October 2004
PrairieWave Communications 2002 - 2004
United States Communications Corp 2000 - 2002
Entrenet 1995 - 2000
Skills
Local GAAP to IFRS..., International Financial..., Transition Management, Mergers, Start-ups, Accounting, SEC reporting, Banking, Acquisition Integration, Due Diligence, Change Management, Business Planning, International Business, Management Consulting, SEC filings, Restructuring, Financial Reporting, Finance, Executive Management, Mergers & Acquisitions, Business Development, Sarbanes-Oxley Act, IFRS, Internal Controls, Strategic Financial..., Internal Audit, Auditing, Management, GAAP, Financial Analysis, Consolidation, US GAAP, Financial Accounting, IPO, Corporate Finance, Business Process..., Financial Modeling, Venture Capital, ERP, Financial Services, CPA, Valuation, Private Equity, Financial Audits, Sarbanes-Oxley, Business Valuation, Leadership, SEC Filings
Education
Univerity of South Dakota 1981 — 1982
MPA, Accounting/Finance
University of South Dakota 1976 — 1980
BS, Business Administration
WMI Holdings Corp. May 2012 - Present
CXO Consulting Group, LLC September 2003 - Present
Macquarie AirFinance December 2006 - March 2012
Tatum November 2006 - December 2009
Icon Estates June 2005 - October 2006
TMNG March 2004 - September 2005
PrarieWave Communications February 2004 - October 2004
PrairieWave Communications 2002 - 2004
United States Communications Corp 2000 - 2002
Entrenet 1995 - 2000
Skills
Local GAAP to IFRS..., International Financial..., Transition Management, Mergers, Start-ups, Accounting, SEC reporting, Banking, Acquisition Integration, Due Diligence, Change Management, Business Planning, International Business, Management Consulting, SEC filings, Restructuring, Financial Reporting, Finance, Executive Management, Mergers & Acquisitions, Business Development, Sarbanes-Oxley Act, IFRS, Internal Controls, Strategic Financial..., Internal Audit, Auditing, Management, GAAP, Financial Analysis, Consolidation, US GAAP, Financial Accounting, IPO, Corporate Finance, Business Process..., Financial Modeling, Venture Capital, ERP, Financial Services, CPA, Valuation, Private Equity, Financial Audits, Sarbanes-Oxley, Business Valuation, Leadership, SEC Filings
Education
Univerity of South Dakota 1981 — 1982
MPA, Accounting/Finance
University of South Dakota 1976 — 1980
BS, Business Administration
Lorelie (Lori) Kaid Lorelie (Lori) Kaid's Tatum Experience October 2006 - June 2012
Job VP Enterprise Project Management at WSECU
Industry Financial Services
Experience
WSECU June 2012 - Present
Tatum October 2006 - June 2012
AccessVia March 2001 - October 2006
Kindred Communications February 2000 - November 2000
Swiftlink.net August 1999 - February 2000
Weyerhaeuser January 1998 - August 1999
Skills
Program Management, Change Management, Project Portfolio..., Team Building, Virtual Teams, Cross-functional Team..., Account Management, Mergers, Professional Services, Organizational Change, Organizational..., Business Process..., Software Implementation, Training & Development, Vendor Relations, Strategic Planning, Shared Services, Retail Industry, Business Readiness, ERP/CRM, Due Diligence, PMP, Negotiation, Systems Analysis, Accounting Applications, Project Governance
Education
City University 1988 — 1992
MBA
University of Washington 1983 — 1987
BA
WSECU June 2012 - Present
Tatum October 2006 - June 2012
AccessVia March 2001 - October 2006
Kindred Communications February 2000 - November 2000
Swiftlink.net August 1999 - February 2000
Weyerhaeuser January 1998 - August 1999
Skills
Program Management, Change Management, Project Portfolio..., Team Building, Virtual Teams, Cross-functional Team..., Account Management, Mergers, Professional Services, Organizational Change, Organizational..., Business Process..., Software Implementation, Training & Development, Vendor Relations, Strategic Planning, Shared Services, Retail Industry, Business Readiness, ERP/CRM, Due Diligence, PMP, Negotiation, Systems Analysis, Accounting Applications, Project Governance
Education
City University 1988 — 1992
MBA
University of Washington 1983 — 1987
BA
Elaine Young Elaine Young's Tatum Experience January 2012 - September 2013
Job Principal at EK Young & Associates, LLC
Industry Human Resources
Experience
EK Young & Associates, LLC January 2014 - Present
Tatum January 2012 - September 2013
Apollo Global Management LLC November 2010 - December 2011
Goldman Sachs 1994 - 2009
ASARCO 1992 - 1994
KPMG July 1989 - August 1992
Skills
Business Development, Succession Planning, Acquisition Integration, Talent Acquisition, Performance Management, Due Diligence, Strategic Planning, Onboarding, Restructuring, Business Strategy, Organizational..., Employee Relations, Business Process..., Executive Search, Employee Engagement, Deferred Compensation, Start-ups, Finance, Human Resources, Recruiting, Sourcing, Personnel Management, Leadership, Talent Management, Management, Mergers & Acquisitions, Financial Analysis, Executive Management, Team Leadership, PeopleSoft
Education
Lehigh University 1985 — 1989
BS, Accounting
EK Young & Associates, LLC January 2014 - Present
Tatum January 2012 - September 2013
Apollo Global Management LLC November 2010 - December 2011
Goldman Sachs 1994 - 2009
ASARCO 1992 - 1994
KPMG July 1989 - August 1992
Skills
Business Development, Succession Planning, Acquisition Integration, Talent Acquisition, Performance Management, Due Diligence, Strategic Planning, Onboarding, Restructuring, Business Strategy, Organizational..., Employee Relations, Business Process..., Executive Search, Employee Engagement, Deferred Compensation, Start-ups, Finance, Human Resources, Recruiting, Sourcing, Personnel Management, Leadership, Talent Management, Management, Mergers & Acquisitions, Financial Analysis, Executive Management, Team Leadership, PeopleSoft
Education
Lehigh University 1985 — 1989
BS, Accounting
Bill Giles Bill Giles's Tatum Experience 2000 - 2007
Job CFO Provide Professional Financial Service
Industry Health, Wellness and Fitness
Experience
SearchDex December 2010 - Present
Pinnacle LED Solutions 2010 - 2014
TelaDoc 2004 - 2012
Tatum 2000 - 2007
Skills
Healthcare, Start-ups, Executive Management, Healthcare Management, Strategic Planning, Entrepreneurship, Insurance, Financial Analysis, Process Improvement, Venture Capital, Managed Care, Business Development, Mergers, New Business Development, Marketing Strategy, Financial Modeling, Private Equity, Mergers & Acquisitions, Strategic Partnerships, Accounting, Forecasting, Leadership
Education
Oklahoma State University 1970 — 1974
Bachelor of Applied Science (BASc), Accounting
SearchDex December 2010 - Present
Pinnacle LED Solutions 2010 - 2014
TelaDoc 2004 - 2012
Tatum 2000 - 2007
Skills
Healthcare, Start-ups, Executive Management, Healthcare Management, Strategic Planning, Entrepreneurship, Insurance, Financial Analysis, Process Improvement, Venture Capital, Managed Care, Business Development, Mergers, New Business Development, Marketing Strategy, Financial Modeling, Private Equity, Mergers & Acquisitions, Strategic Partnerships, Accounting, Forecasting, Leadership
Education
Oklahoma State University 1970 — 1974
Bachelor of Applied Science (BASc), Accounting
Sue Mills Sue Mills's Tatum Experience March 2010 - July 2012
Job ConsultantFinance, Accounting, and Corporate Governance, Risk, and Compliance
Industry Management Consulting
Experience
Atlanta Institute of Internal Audit 2006 - Present
Atlanta Internal Audit and Compliance Council 2003 - Present
Tatum March 2010 - July 2012
Huron Consulting Group 2008 - 2010
Protiviti 2006 - 2008
Internet Security Systems June 2004 - August 2005
BellSouth 1994 - 1998
Wells Fargo 1984 - 1992
KPMG 1975 - 1984
Skills
Internal Controls, SEC filings, Mergers, Risk Management, Process Improvement, CPA, Project Management, IPO, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, Governance, Internal Audit, Acquisition Integration, Sarbanes-Oxley, Mergers & Acquisitions, Executive Management, Management Consulting, Leadership, Business Process..., Accounting, Business Development, Financial Analysis, Corporate Governance, Finance, Managerial Finance, Due Diligence, Auditing, Financial Modeling, Financial Reporting, Corporate Finance, Operations Management, Strategic Financial..., Business Valuation, Private Equity, Strategy, Start-ups, Forecasting, Consulting, Business Planning, Banking, Business Process, Business Transformation
Education
Missoula Sentinel
Montana State University-Bozeman
BS Business, Accounting
Wharton School of Business
Advanced Management Program
Atlanta Institute of Internal Audit 2006 - Present
Atlanta Internal Audit and Compliance Council 2003 - Present
Tatum March 2010 - July 2012
Huron Consulting Group 2008 - 2010
Protiviti 2006 - 2008
Internet Security Systems June 2004 - August 2005
BellSouth 1994 - 1998
Wells Fargo 1984 - 1992
KPMG 1975 - 1984
Skills
Internal Controls, SEC filings, Mergers, Risk Management, Process Improvement, CPA, Project Management, IPO, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, Governance, Internal Audit, Acquisition Integration, Sarbanes-Oxley, Mergers & Acquisitions, Executive Management, Management Consulting, Leadership, Business Process..., Accounting, Business Development, Financial Analysis, Corporate Governance, Finance, Managerial Finance, Due Diligence, Auditing, Financial Modeling, Financial Reporting, Corporate Finance, Operations Management, Strategic Financial..., Business Valuation, Private Equity, Strategy, Start-ups, Forecasting, Consulting, Business Planning, Banking, Business Process, Business Transformation
Education
Missoula Sentinel
Montana State University-Bozeman
BS Business, Accounting
Wharton School of Business
Advanced Management Program
Amber Deal's Tatum Experience April 2010 - March 2012
Job Marketing Manager at The Impact Partnership
Industry Marketing and Advertising
Experience
The Impact Partnership March 2013 - Present
IFCO Systems July 2012 - March 2013
Tatum April 2010 - March 2012
Tatum, LLC June 2008 - May 2010
Tatum, LLC July 2007 - June 2008
ClaimSource One, Inc December 2004 - July 2007
ClaimSource One, Inc June 2004 - December 2004
Connect Marketing Publications December 2002 - May 2004
Skills
Copywriting, Press Releases, Newsletters, Market Planning, Advertising, Social Media, Social Media Marketing, Trade Shows, Event Planning, Marketing, Public Relations, Lead Generation, Marketing Management, Marketing Strategy, Email Marketing, Leadership, Blogging, Event Management, Management, Sales, B2B, Direct Mail, Budgets
Education
The Creative Circus 2010 — 2010
Image, Photography
Kennesaw State University 1999 — 2003
BBA, Marketing
The Impact Partnership March 2013 - Present
IFCO Systems July 2012 - March 2013
Tatum April 2010 - March 2012
Tatum, LLC June 2008 - May 2010
Tatum, LLC July 2007 - June 2008
ClaimSource One, Inc December 2004 - July 2007
ClaimSource One, Inc June 2004 - December 2004
Connect Marketing Publications December 2002 - May 2004
Skills
Copywriting, Press Releases, Newsletters, Market Planning, Advertising, Social Media, Social Media Marketing, Trade Shows, Event Planning, Marketing, Public Relations, Lead Generation, Marketing Management, Marketing Strategy, Email Marketing, Leadership, Blogging, Event Management, Management, Sales, B2B, Direct Mail, Budgets
Education
The Creative Circus 2010 — 2010
Image, Photography
Kennesaw State University 1999 — 2003
BBA, Marketing
Chris Darrell Chris Darrell's Tatum Experience October 2012 - May 2014
Job Improving Corporate Performance by Effectively Leveraging IT
Industry Information Technology and Services
Experience
Fortium Partners LP May 2014 - Present
A Better Chance Strath Haven January 1996 - Present
IT at C-Level, LLC July 2012 - June 2014
Tatum October 2012 - May 2014
GENEX Services, Inc. December 2001 - July 2012
Bentley Systems July 1995 - December 2001
Cozen O'Connor October 1990 - July 1995
Wolf, Block, Schorr & Solis-Cohen June 1987 - October 1990
Ellucian February 1980 - June 1987
Skills
Strategy, Process Improvement, Risk Management, Business Analysis, Program Management, Integration, Leadership, Mergers & Acquisitions, Vendor Management, Team Building, Governance, Business Intelligence, Executive Management, Requirements Gathering, Project Management, Management, Information Technology, IT Strategy, Networking, Strategic Planning, Change Management, Consulting, ERP, Business Process..., Professional Services, PMO, SQL, Disaster Recovery, Analytics, Budgets, Proposal Writing, Operations Management, Access, Project Planning, Business Process..., CRM, IT Management, RFP Generation, SDLC, Accounting System, Business Needs..., Business Process Review, Challenged Relationships, Geographically..., Information Assessment..., Mergers & Acquisitions..., System Implementation, System Selection
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1978
M.S., Industrial Engineering and Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1975
B.A., Mathematics and Computer Science
Fortium Partners LP May 2014 - Present
A Better Chance Strath Haven January 1996 - Present
IT at C-Level, LLC July 2012 - June 2014
Tatum October 2012 - May 2014
GENEX Services, Inc. December 2001 - July 2012
Bentley Systems July 1995 - December 2001
Cozen O'Connor October 1990 - July 1995
Wolf, Block, Schorr & Solis-Cohen June 1987 - October 1990
Ellucian February 1980 - June 1987
Skills
Strategy, Process Improvement, Risk Management, Business Analysis, Program Management, Integration, Leadership, Mergers & Acquisitions, Vendor Management, Team Building, Governance, Business Intelligence, Executive Management, Requirements Gathering, Project Management, Management, Information Technology, IT Strategy, Networking, Strategic Planning, Change Management, Consulting, ERP, Business Process..., Professional Services, PMO, SQL, Disaster Recovery, Analytics, Budgets, Proposal Writing, Operations Management, Access, Project Planning, Business Process..., CRM, IT Management, RFP Generation, SDLC, Accounting System, Business Needs..., Business Process Review, Challenged Relationships, Geographically..., Information Assessment..., Mergers & Acquisitions..., System Implementation, System Selection
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1978
M.S., Industrial Engineering and Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1975
B.A., Mathematics and Computer Science
Laurel Kiichli Laurel Kiichli's Tatum Experience December 2012 - Present
Job Principal at Tatum
Industry Management Consulting
Experience
United Pathways, Inc. 2015 - Present
Tatum December 2012 - Present
Consilium Group llc May 2011 - December 2012
Seattle Wine Society 2009 - December 2012
Planned Parenthood of Western Washington 2005 - December 2011
Vinum Wine Importing and Distributing January 2010 - June 2010
New World Wines April 2009 - January 2010
Lynden International September 2008 - April 2009
Deloitte & Touche February 2004 - November 2008
Deloitte & Touche 2005 - 2007
Skills
Sarbanes-Oxley Act, Process Improvement, Risk Management, Auditing, Financial Reporting, Strategic Planning, Financial Analysis, Budgets, Data Analysis, Analysis, Healthcare, Controllership Functions, Mergers & Acquisitions, Policies & Procedures, Contract Management, Internal Controls, Recruiting, Wine & Spirits Industry
Education
Northwest Wine Academy 2008 — 2010
Wine Marketing and Sales
The University of North Dakota 1983 — 1987
BSBA, Accounting
United Pathways, Inc. 2015 - Present
Tatum December 2012 - Present
Consilium Group llc May 2011 - December 2012
Seattle Wine Society 2009 - December 2012
Planned Parenthood of Western Washington 2005 - December 2011
Vinum Wine Importing and Distributing January 2010 - June 2010
New World Wines April 2009 - January 2010
Lynden International September 2008 - April 2009
Deloitte & Touche February 2004 - November 2008
Deloitte & Touche 2005 - 2007
Skills
Sarbanes-Oxley Act, Process Improvement, Risk Management, Auditing, Financial Reporting, Strategic Planning, Financial Analysis, Budgets, Data Analysis, Analysis, Healthcare, Controllership Functions, Mergers & Acquisitions, Policies & Procedures, Contract Management, Internal Controls, Recruiting, Wine & Spirits Industry
Education
Northwest Wine Academy 2008 — 2010
Wine Marketing and Sales
The University of North Dakota 1983 — 1987
BSBA, Accounting
David Egbert's Tatum Experience 2013 - Present
Job CIO Partner at Tatum
Industry Information Technology and Services
Experience
Tatum 2013 - Present
State of Virginia, Department of Social Services 2012 - 2013
Markel Corporation 2006 - 2012
Viasystems Corporation 2000 - 2006
Huffy Bicycle June 1996 - 2000
Berg Electronics 1995 - 1996
Huffy Corporation - True Temper Hardware 1991 - 1996
Huffy Corporation - Huffy Service First 1986 - 1991
Skills
Chief Information..., CIO Advisory Services, Strategic Planning, Organizational..., Organizational Design, Budget, Solution Delivery, Change Management, Mergers, Contract Negotiation, Vendor Management, PMO, Business Process..., Governance, SDLC, Insurance, Manufacturing, Consumer Products, Electronics, ERP Oracle, Baan ERP, ERP Implementations, Web Applications, ITIL, JD Edwards, Fourth Shift, BPCS, International, IT Outsourcing, Software Development, Infrastructure, Information Security..., EDI, Logistics, Retail, Energy, Accounting, Human Resources, Supply Chain, CAD/CAM, Engineering, lean, VMware, SOX Compliancy, Strategy, Management, Leadership, Mergers & Acquisitions, Budgets, Enterprise IT Strategy
Education
University of Findlay 1983 — 1985
BA, Business Systems Analysis and Design - Minor in Accounting
Ohio State University 1981 — 1983
Economics and Finance
James A. Rhodes College 1978 — 1980
Associate Degree, Computer Science
Tatum 2013 - Present
State of Virginia, Department of Social Services 2012 - 2013
Markel Corporation 2006 - 2012
Viasystems Corporation 2000 - 2006
Huffy Bicycle June 1996 - 2000
Berg Electronics 1995 - 1996
Huffy Corporation - True Temper Hardware 1991 - 1996
Huffy Corporation - Huffy Service First 1986 - 1991
Skills
Chief Information..., CIO Advisory Services, Strategic Planning, Organizational..., Organizational Design, Budget, Solution Delivery, Change Management, Mergers, Contract Negotiation, Vendor Management, PMO, Business Process..., Governance, SDLC, Insurance, Manufacturing, Consumer Products, Electronics, ERP Oracle, Baan ERP, ERP Implementations, Web Applications, ITIL, JD Edwards, Fourth Shift, BPCS, International, IT Outsourcing, Software Development, Infrastructure, Information Security..., EDI, Logistics, Retail, Energy, Accounting, Human Resources, Supply Chain, CAD/CAM, Engineering, lean, VMware, SOX Compliancy, Strategy, Management, Leadership, Mergers & Acquisitions, Budgets, Enterprise IT Strategy
Education
University of Findlay 1983 — 1985
BA, Business Systems Analysis and Design - Minor in Accounting
Ohio State University 1981 — 1983
Economics and Finance
James A. Rhodes College 1978 — 1980
Associate Degree, Computer Science
Del Clark Del Clark's Tatum Experience 2003 - August 2015
Job Chief Financial Officer at Inspirage
Industry Executive Office
Experience
Inspirage September 2015 - Present
Willapa Bay Enterprises Corporation 2008 - Present
Financial Executives International January 2006 - Present
Tatum 2003 - August 2015
SMITH January 2014 - 2014
EB Brands 2013 - 2013
Tatum 2012 - 2013
Tatum, a Randstad Company 2012 - 2013
Confidential Client 2011 - 2011
The Kuskokwim Corporation 2009 - 2011
Skills
Financial Modeling, Financial Systems..., Strategic Planning, Capital formation /..., Government Contracting, Corporate Governance, Board Training, Treasury Management, Debt Negotiation, Restrictive Covenants, Operations Management, Contract Negotiation, Budgeting, Financial Forecasting, Cash Flow Management, Business Planning, Mergers & Acquisitions, Managerial Finance, Forecasting, Leadership, Management, Finance, Executive Management
Education
Biola University 2012 — 2012
Certificate, Apologetics
University of Washington, Michael G. Foster School of Business 1985 — 1987
MBA, General Management
Shoreline 1970 — 1972
Inspirage September 2015 - Present
Willapa Bay Enterprises Corporation 2008 - Present
Financial Executives International January 2006 - Present
Tatum 2003 - August 2015
SMITH January 2014 - 2014
EB Brands 2013 - 2013
Tatum 2012 - 2013
Tatum, a Randstad Company 2012 - 2013
Confidential Client 2011 - 2011
The Kuskokwim Corporation 2009 - 2011
Skills
Financial Modeling, Financial Systems..., Strategic Planning, Capital formation /..., Government Contracting, Corporate Governance, Board Training, Treasury Management, Debt Negotiation, Restrictive Covenants, Operations Management, Contract Negotiation, Budgeting, Financial Forecasting, Cash Flow Management, Business Planning, Mergers & Acquisitions, Managerial Finance, Forecasting, Leadership, Management, Finance, Executive Management
Education
Biola University 2012 — 2012
Certificate, Apologetics
University of Washington, Michael G. Foster School of Business 1985 — 1987
MBA, General Management
Shoreline 1970 — 1972
Mike Neece Mike Neece's Tatum Experience May 2012 - January 2013
Job Director Accounting & Finance at med fusion
Industry Financial Services
Experience
med fusion January 2013 - Present
Tatum May 2012 - January 2013
Wlodawsky Professional Staffing February 2012 - May 2012
RR Donnelley (formerly Bowne & Co.) November 2007 - November 2011
Alliance Data Systems (Division sold to Bowne & Co. Nov. 2007) March 2004 - November 2007
Commercial Metals 1995 - 2004
Century Telecommunications 1989 - 1993
Skills
Close Process, Budgeting, Forecasting, Strategic Planning, SOX, Financial Analysis, Financial Reporting, Technology, Excel, SAP, Oracle, PeopleSoft, People Skills, Team Leadership, Cost Savings, Cost Analysis, Cost Accounting, Manufacturing, Telecommunications, Management, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Budgets, Process Improvement, General Ledger, Finance, Internal Controls, Vendor Management, Leadership, Accounts Receivable, Strategic Financial..., GAAP, Executive Management, Analysis, Strategy, Business Process...
Education
Texas State University-San Marcos 1980 — 1982
BBA, Accounting
Samuel Clemens 1975 — 1976
High School Diploma, College Prep
med fusion January 2013 - Present
Tatum May 2012 - January 2013
Wlodawsky Professional Staffing February 2012 - May 2012
RR Donnelley (formerly Bowne & Co.) November 2007 - November 2011
Alliance Data Systems (Division sold to Bowne & Co. Nov. 2007) March 2004 - November 2007
Commercial Metals 1995 - 2004
Century Telecommunications 1989 - 1993
Skills
Close Process, Budgeting, Forecasting, Strategic Planning, SOX, Financial Analysis, Financial Reporting, Technology, Excel, SAP, Oracle, PeopleSoft, People Skills, Team Leadership, Cost Savings, Cost Analysis, Cost Accounting, Manufacturing, Telecommunications, Management, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Budgets, Process Improvement, General Ledger, Finance, Internal Controls, Vendor Management, Leadership, Accounts Receivable, Strategic Financial..., GAAP, Executive Management, Analysis, Strategy, Business Process...
Education
Texas State University-San Marcos 1980 — 1982
BBA, Accounting
Samuel Clemens 1975 — 1976
High School Diploma, College Prep
Caroline (Cotton) Vance's Tatum Experience January 2007 - May 2011
Job Director of Marketing & Operations at CSuite Financial Partners, providing senior financial leadership solutions
Industry Executive Office
Experience
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - June 2015
Gottschalk Hardesty November 2011 - June 2013
Tatum January 2007 - May 2011
White House Nannies April 2005 - July 2006
ISS Institutional Shareholder Services December 2002 - April 2005
Skills
Exact Target, Constant Contact, Microsoft Office, Event Planning, Marketing Communications, Event Management, Marketing Management, B2B Marketing, Public Relations, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Marketing
Syracuse University 1994 — 1997
BS, TV/Radio/Film Production
Richard Montgomery H.S. 1991 — 1994
Montgomery Blair HS 1990 — 1991
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - June 2015
Gottschalk Hardesty November 2011 - June 2013
Tatum January 2007 - May 2011
White House Nannies April 2005 - July 2006
ISS Institutional Shareholder Services December 2002 - April 2005
Skills
Exact Target, Constant Contact, Microsoft Office, Event Planning, Marketing Communications, Event Management, Marketing Management, B2B Marketing, Public Relations, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Marketing
Syracuse University 1994 — 1997
BS, TV/Radio/Film Production
Richard Montgomery H.S. 1991 — 1994
Montgomery Blair HS 1990 — 1991
Jennifer Vavra Jennifer Vavra's Tatum Experience March 2007 - December 2008
Job Accounting Manager at NEC
Industry Accounting
Experience
NEC December 2011 - Present
Enfora December 2008 - December 2011
Tatum March 2007 - December 2008
Saville, Dodgen & Company November 2005 - March 2007
Concentra Health Services February 2005 - November 2005
Ryland Homes August 2003 - February 2005
Southwest Displays & Events January 2003 - August 2003
Absolute Accounting Solutions January 1999 - January 2003
ImageNet April 1996 - August 1998
Skills
Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Internal Controls, Accounting, Financial Analysis, Auditing
Education
University of Phoenix
Masters, Business Administration
The University of Texas at Dallas
Bachelors of Science, Accounting
NEC December 2011 - Present
Enfora December 2008 - December 2011
Tatum March 2007 - December 2008
Saville, Dodgen & Company November 2005 - March 2007
Concentra Health Services February 2005 - November 2005
Ryland Homes August 2003 - February 2005
Southwest Displays & Events January 2003 - August 2003
Absolute Accounting Solutions January 1999 - January 2003
ImageNet April 1996 - August 1998
Skills
Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Internal Controls, Accounting, Financial Analysis, Auditing
Education
University of Phoenix
Masters, Business Administration
The University of Texas at Dallas
Bachelors of Science, Accounting
Ryan Seiberling Ryan Seiberling's Tatum Experience January 2012 - May 2012
Job I Build Smarter Companies by Improving Internal Process
Industry Nonprofit Organization Management
Experience
HealthStream December 2014 - Present
Stratable, Inc November 2013 - December 2014
Vanderbilt University July 2012 - June 2013
Vanderbilt University August 2011 - May 2013
Tatum January 2012 - May 2012
Gordon Jewish Community Center May 1999 - August 2010
Skills
Grant Writing, Program Delivery, Budgets, Leadership Development, Program Evaluation, Research, Fundraising, Organizational..., Organizational..., Data Analysis, Teaching, Non-profits, Nonprofits, Career Counseling, Event Management, Strategic Planning, Microsoft Excel, Event Planning, Training, Volunteer Management, Career Development, Staff Development, Program Management, Social Media, Interviews, Project Management, Community Outreach, Program Development, Leadership, Recruiting, Student Affairs, Human Resources, Student Development, Public Speaking, Change Management, Healthcare, Programme Delivery
Education
Vanderbilt University 2011 — 2013
Master of Education (M.Ed.), Leadership & Organizational Performance, Graduate
Middle Tennessee State University
Bachelor of Science (B.S.), Music, Education
HealthStream December 2014 - Present
Stratable, Inc November 2013 - December 2014
Vanderbilt University July 2012 - June 2013
Vanderbilt University August 2011 - May 2013
Tatum January 2012 - May 2012
Gordon Jewish Community Center May 1999 - August 2010
Skills
Grant Writing, Program Delivery, Budgets, Leadership Development, Program Evaluation, Research, Fundraising, Organizational..., Organizational..., Data Analysis, Teaching, Non-profits, Nonprofits, Career Counseling, Event Management, Strategic Planning, Microsoft Excel, Event Planning, Training, Volunteer Management, Career Development, Staff Development, Program Management, Social Media, Interviews, Project Management, Community Outreach, Program Development, Leadership, Recruiting, Student Affairs, Human Resources, Student Development, Public Speaking, Change Management, Healthcare, Programme Delivery
Education
Vanderbilt University 2011 — 2013
Master of Education (M.Ed.), Leadership & Organizational Performance, Graduate
Middle Tennessee State University
Bachelor of Science (B.S.), Music, Education
Francoise Mattice Francoise Mattice's Tatum Experience 2005 - 2005
Job Senior Finance/Operations Executive
Industry Consumer Goods
Experience
Paradigm Tax Group April 2015 - Present
vcfo April 2013 - October 2014
Johnson Products August 2011 - April 2013
CACIQUE Companies July 2005 - September 2010
Tatum 2005 - 2005
Sigue Corporation January 2002 - December 2004
The OZ Entertainment Company August 1999 - January 2002
Aspect Division -SYLVAN LEARNING SYSTEMS, Inc January 1998 - January 1999
EDISON INTERNATIONAL, $10 billion utility company January 1996 - January 1998
The Walt Disney Company January 1992 - December 1996
Skills
Forecasting, Operational Excellence, Acquisition Integration, Strategic Planning, Mergers, Financial Analysis, International Business..., International Business..., Management Consulting, Start-ups, Process Improvement, Venture Capital, Strategy, Finance, Business Planning, Private Equity, Business Analysis, Accounting, Mergers & Acquisitions, Auditing, Entrepreneurship, Managerial Finance, Cost Accounting, Cross-functional Team..., New Business Development, Cash Flow, Executive Management, Business Strategy, Business Development, Leadership, Project Planning, Financial Accounting, Income Statement, Due Diligence, Retail, Investor Relations, Restructuring, Financial Modeling, Turn Around Management, Competitive Analysis, P&L Management, Supply Chain, Corporate Development, Manufacturing, Consumer Products, P&L, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2009
Executive Strategic Planning degree, Strategic Leadership Executive Program
EMLYON Business School 1976 — 1979
BA - MBA- DECS (French equivalent CPA), Finance - International Strategy
Paradigm Tax Group April 2015 - Present
vcfo April 2013 - October 2014
Johnson Products August 2011 - April 2013
CACIQUE Companies July 2005 - September 2010
Tatum 2005 - 2005
Sigue Corporation January 2002 - December 2004
The OZ Entertainment Company August 1999 - January 2002
Aspect Division -SYLVAN LEARNING SYSTEMS, Inc January 1998 - January 1999
EDISON INTERNATIONAL, $10 billion utility company January 1996 - January 1998
The Walt Disney Company January 1992 - December 1996
Skills
Forecasting, Operational Excellence, Acquisition Integration, Strategic Planning, Mergers, Financial Analysis, International Business..., International Business..., Management Consulting, Start-ups, Process Improvement, Venture Capital, Strategy, Finance, Business Planning, Private Equity, Business Analysis, Accounting, Mergers & Acquisitions, Auditing, Entrepreneurship, Managerial Finance, Cost Accounting, Cross-functional Team..., New Business Development, Cash Flow, Executive Management, Business Strategy, Business Development, Leadership, Project Planning, Financial Accounting, Income Statement, Due Diligence, Retail, Investor Relations, Restructuring, Financial Modeling, Turn Around Management, Competitive Analysis, P&L Management, Supply Chain, Corporate Development, Manufacturing, Consumer Products, P&L, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2009
Executive Strategic Planning degree, Strategic Leadership Executive Program
EMLYON Business School 1976 — 1979
BA - MBA- DECS (French equivalent CPA), Finance - International Strategy
Larry Akin Larry Akin's Tatum Experience 2003 - July 2012
Job Seasoned Innovative Executive
Industry Fine Art
Experience
Akin Fine Art Agency & Publisher, LLC June 2011 - Present
Lone Oak Run Properties, LLC 2009 - 2013
Tatum 2003 - July 2012
SRR & IBS (Tatum Client) February 2008 - January 2010
Gehan Homes (Tatum client) August 2003 - January 2007
Saras Networks Corp. August 2000 - April 2003
Overhead Door Corp. April 1998 - June 2000
US ONE Communications September 1994 - March 1998
Neodata Corporation June 1991 - September 1994
Harvest Group - Managed, Advised and Acquired companies February 1983 - June 1991
Skills
Product Innovation, Buyouts, Mergers, Leadership, Marketing, Manufacturing, Executive Management, Due Diligence, Restructuring, Financial Analysis, Venture Capital, Strategic Planning, Start-ups, Contract Negotiation, Operations Management, Turn Around Management, Mergers & Acquisitions, International Business, Income Statement, Acquisition Integration, Strategy, SEC filings, Management Consulting, Business Strategy, Business Development, Change Management, Budgets, Management, IPO
Education
The University of Dallas 1977 — 1979
MBA
Oklahoma State University 1965 — 1969
B.S. Accounting, Business
Capital Hill High School 1962 — 1964
Akin Fine Art Agency & Publisher, LLC June 2011 - Present
Lone Oak Run Properties, LLC 2009 - 2013
Tatum 2003 - July 2012
SRR & IBS (Tatum Client) February 2008 - January 2010
Gehan Homes (Tatum client) August 2003 - January 2007
Saras Networks Corp. August 2000 - April 2003
Overhead Door Corp. April 1998 - June 2000
US ONE Communications September 1994 - March 1998
Neodata Corporation June 1991 - September 1994
Harvest Group - Managed, Advised and Acquired companies February 1983 - June 1991
Skills
Product Innovation, Buyouts, Mergers, Leadership, Marketing, Manufacturing, Executive Management, Due Diligence, Restructuring, Financial Analysis, Venture Capital, Strategic Planning, Start-ups, Contract Negotiation, Operations Management, Turn Around Management, Mergers & Acquisitions, International Business, Income Statement, Acquisition Integration, Strategy, SEC filings, Management Consulting, Business Strategy, Business Development, Change Management, Budgets, Management, IPO
Education
The University of Dallas 1977 — 1979
MBA
Oklahoma State University 1965 — 1969
B.S. Accounting, Business
Capital Hill High School 1962 — 1964
Joy Volarich Joy Volarich's Tatum Experience January 2008 - May 2008
Job Educator / Independent Consultant / MHA, MBA, FHFMA
Industry Hospital & Health Care
Experience
George Washington University January 2008 - Present
No Company (Self Employed) November 2008 - Present
Tatum January 2008 - May 2008
US Oncology September 2001 - August 2007
Medical Faculty Associates July 2000 - September 2001
George Washington University March 1995 - June 2000
Vector Research July 1993 - March 1995
UPMC July 1991 - July 1993
Skills
Financial Reporting, Teaching, Revenue Cycle, Health, Strategic Planning, Healthcare, Budgeting, Financial Analysis, Management Consulting, Process Improvement, Accounting, Healthcare Management, Budgets, Business Development, Management, Leadership, Training, Hospitals, Human Resources
Education
University of Pittsburgh 1989 — 1991
MHA, Health Administration
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1991
MBA, Finance
Penn State University 1985 — 1989
BS, Biology
George Washington University January 2008 - Present
No Company (Self Employed) November 2008 - Present
Tatum January 2008 - May 2008
US Oncology September 2001 - August 2007
Medical Faculty Associates July 2000 - September 2001
George Washington University March 1995 - June 2000
Vector Research July 1993 - March 1995
UPMC July 1991 - July 1993
Skills
Financial Reporting, Teaching, Revenue Cycle, Health, Strategic Planning, Healthcare, Budgeting, Financial Analysis, Management Consulting, Process Improvement, Accounting, Healthcare Management, Budgets, Business Development, Management, Leadership, Training, Hospitals, Human Resources
Education
University of Pittsburgh 1989 — 1991
MHA, Health Administration
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1991
MBA, Finance
Penn State University 1985 — 1989
BS, Biology
Ken Niewald Ken Niewald's Tatum Experience June 2007 - February 2012
Job Consulting CFO
Industry Financial Services
Experience
CFO Executive Services February 2012 - Present
Marquis Advisory Group LLC February 2013 - March 2014
Prosper Marketplace May 2013 - August 2013
Solano Napa Habitat for Humanity June 2010 - October 2012
Tatum June 2007 - February 2012
Financial Executives International August 2009 - November 2011
Protiviti June 2006 - July 2006
Wells Fargo Funds Management June 2001 - February 2006
RHI 2000 - 2001
Bank of America February 1979 - February 1999
Skills
Strategic Planning, Financial Analysis, Budgeting, Forecasting, Risk Management, Business Planning, Mergers, Due Diligence, Financial Reporting, Internal Controls, Business Strategy, Compliance, Financial Management, Change Management, SOX, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Non-profits, Board Development, Non-profit Fund..., Board Governance, Start-ups, Mergers & Acquisitions, Strategic Financial..., Budgets, Management, Banking, Management Consulting, Finance, Financial Services, Leadership, Nonprofits, Business Development, Business Process..., Analysis, Investments, Portfolio Management, Executive Management, Auditing, Corporate Finance, Financial Planning
Education
National University 1986 — 1988
MBA
University of Redlands 1984 — 1986
BS
CFO Executive Services February 2012 - Present
Marquis Advisory Group LLC February 2013 - March 2014
Prosper Marketplace May 2013 - August 2013
Solano Napa Habitat for Humanity June 2010 - October 2012
Tatum June 2007 - February 2012
Financial Executives International August 2009 - November 2011
Protiviti June 2006 - July 2006
Wells Fargo Funds Management June 2001 - February 2006
RHI 2000 - 2001
Bank of America February 1979 - February 1999
Skills
Strategic Planning, Financial Analysis, Budgeting, Forecasting, Risk Management, Business Planning, Mergers, Due Diligence, Financial Reporting, Internal Controls, Business Strategy, Compliance, Financial Management, Change Management, SOX, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Non-profits, Board Development, Non-profit Fund..., Board Governance, Start-ups, Mergers & Acquisitions, Strategic Financial..., Budgets, Management, Banking, Management Consulting, Finance, Financial Services, Leadership, Nonprofits, Business Development, Business Process..., Analysis, Investments, Portfolio Management, Executive Management, Auditing, Corporate Finance, Financial Planning
Education
National University 1986 — 1988
MBA
University of Redlands 1984 — 1986
BS
Tim Prendergast, CPA Tim Prendergast, CPA's Tatum Experience 2010 - Present
Job Principal at Tatum LLC
Industry Management Consulting
Experience
Tatum 2010 - Present
HealthMarkets 2007 - 2010
CBS Radio 2005 - 2007
Bright House Networks 2002 - 2005
OpTel 1997 - 2002
The Image Bank 1992 - 1997
Nursefinders 1989 - 1992
Deloitte and Touche 1988 - 1989
Skills
Consulting, Financial Reporting, Big 4, Budget, Financial Systems, SEC Financial Reporting, Oracle Applications, Shared Services, SAP, PeopleSoft, Budgets, Internal Controls, Forecasting, Cost Accounting, Finance, Variance Analysis, Mergers & Acquisitions
Education
The University of Texas at Arlington
Accounting
Tatum 2010 - Present
HealthMarkets 2007 - 2010
CBS Radio 2005 - 2007
Bright House Networks 2002 - 2005
OpTel 1997 - 2002
The Image Bank 1992 - 1997
Nursefinders 1989 - 1992
Deloitte and Touche 1988 - 1989
Skills
Consulting, Financial Reporting, Big 4, Budget, Financial Systems, SEC Financial Reporting, Oracle Applications, Shared Services, SAP, PeopleSoft, Budgets, Internal Controls, Forecasting, Cost Accounting, Finance, Variance Analysis, Mergers & Acquisitions
Education
The University of Texas at Arlington
Accounting
Vince Currao Vince Currao's Tatum Experience January 1999 - April 2003
Job Former VP Marketing at The Proven Method, Inc.
Industry Information Technology and Services
Experience
The Proven Method April 2003 - June 2013
Tatum January 1999 - April 2003
Executive Solution Providers January 1995 - February 1999
RJR Nabisco 1987 - 1989
Skills
Professional Services, Enterprise Software, Management, Business Development, Business Intelligence, VoIP, New Business Development, Business Analysis
Education
Pace University 1959 — 1962
BBA, Finance and computer science
Brooklyn College
The Proven Method April 2003 - June 2013
Tatum January 1999 - April 2003
Executive Solution Providers January 1995 - February 1999
RJR Nabisco 1987 - 1989
Skills
Professional Services, Enterprise Software, Management, Business Development, Business Intelligence, VoIP, New Business Development, Business Analysis
Education
Pace University 1959 — 1962
BBA, Finance and computer science
Brooklyn College
David Oates David Oates's Tatum Experience October 2006 - March 2012
Job Senior Consultant at Sirius Solutions LLLP
Industry Management Consulting
Experience
Sirius Solutions LLLP November 2012 - Present
Harris & Dickey March 2012 - November 2012
Tatum October 2006 - March 2012
Resources Global Professionals March 2000 - October 2006
Boxer Property 1996 - 2000
Education
Central Michigan University 1978 — 1980
BSBA, Accounting
Sirius Solutions LLLP November 2012 - Present
Harris & Dickey March 2012 - November 2012
Tatum October 2006 - March 2012
Resources Global Professionals March 2000 - October 2006
Boxer Property 1996 - 2000
Education
Central Michigan University 1978 — 1980
BSBA, Accounting
Irwin Hurn Irwin Hurn's Tatum Experience September 2000 - February 2011
Job Chief Executive Officer Arch Health Partners at Palomar Health
Industry Hospital & Health Care
Experience
Palomar Health - Arch Health Partners May 2013 - Present
Institute For Medical Leadership December 2008 - Present
Kootenai Health June 2012 - December 2013
Kootenai Health February 2011 - June 2012
Tatum September 2000 - February 2011
CHA Hollywood Presbyterian Medical Center May 2007 - October 2008
Empire Health Services - Deaconess Medical Center - Valley Hospital and Medical Center November 2004 - May 2007
NewBiotics 2003 - 2004
PrimaMed 1992 - 2000
BPA Architecture and Planning 1985 - 1992
Skills
Corporate Finance, Information Management, Business Strategy, Healthcare, Hospitals, Healthcare IT, Restructuring, Biotechnology, Strategic Planning, Healthcare Information..., Healthcare Management, Turnaround Experience, Business Intelligence, Physician Relations, Operations Management, Governance, Lifesciences, Leadership, Finance, Performance Improvement, Management, EMR, Clinical Research, Executive Management, Analysis, Life Sciences, Management Consulting, Physicians, Budgets, Surgery, Informatics, Cardiology, Mergers & Acquisitions, Change Management, Strategy, Patient Safety, Revenue Cycle, Business Development, Mergers, Organizational..., EHR, Financial Reporting, Medical Devices, Managed Care, Venture Capital, Turn Around Management, Project Planning, Medicine, Managerial Finance, Healthcare Consulting
Education
San Diego State University-California State University 1980 — 1984
M.B.A., Management
Humboldt State University 1971 — 1973
B.A., Biology
Palomar Health - Arch Health Partners May 2013 - Present
Institute For Medical Leadership December 2008 - Present
Kootenai Health June 2012 - December 2013
Kootenai Health February 2011 - June 2012
Tatum September 2000 - February 2011
CHA Hollywood Presbyterian Medical Center May 2007 - October 2008
Empire Health Services - Deaconess Medical Center - Valley Hospital and Medical Center November 2004 - May 2007
NewBiotics 2003 - 2004
PrimaMed 1992 - 2000
BPA Architecture and Planning 1985 - 1992
Skills
Corporate Finance, Information Management, Business Strategy, Healthcare, Hospitals, Healthcare IT, Restructuring, Biotechnology, Strategic Planning, Healthcare Information..., Healthcare Management, Turnaround Experience, Business Intelligence, Physician Relations, Operations Management, Governance, Lifesciences, Leadership, Finance, Performance Improvement, Management, EMR, Clinical Research, Executive Management, Analysis, Life Sciences, Management Consulting, Physicians, Budgets, Surgery, Informatics, Cardiology, Mergers & Acquisitions, Change Management, Strategy, Patient Safety, Revenue Cycle, Business Development, Mergers, Organizational..., EHR, Financial Reporting, Medical Devices, Managed Care, Venture Capital, Turn Around Management, Project Planning, Medicine, Managerial Finance, Healthcare Consulting
Education
San Diego State University-California State University 1980 — 1984
M.B.A., Management
Humboldt State University 1971 — 1973
B.A., Biology
Michael Ayre, CPA Michael Ayre, CPA's Tatum Experience March 2007 - August 2009
Job Director at UBS
Industry Financial Services
Experience
UBS January 2011 - Present
Credit Suisse - SPS August 2009 - November 2010
Tatum March 2007 - August 2009
GE Capital December 2003 - June 2006
Arthur Andersen L.L.P 1994 - 1997
Skills
Auditing, Accounting, Financial Goals, Internal Controls, Finance, General Ledger, Internal Audit, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., Budgets, Analysis, Banking, Due Diligence
Education
Brigham Young University 1993 — 1994
MAcc., Professional
Brigham Young University 1989 — 1994
BA Accounting, Accounting
Boise High School 1986 — 1989
UBS January 2011 - Present
Credit Suisse - SPS August 2009 - November 2010
Tatum March 2007 - August 2009
GE Capital December 2003 - June 2006
Arthur Andersen L.L.P 1994 - 1997
Skills
Auditing, Accounting, Financial Goals, Internal Controls, Finance, General Ledger, Internal Audit, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., Budgets, Analysis, Banking, Due Diligence
Education
Brigham Young University 1993 — 1994
MAcc., Professional
Brigham Young University 1989 — 1994
BA Accounting, Accounting
Boise High School 1986 — 1989
Dave Reves Dave Reves's Tatum Experience August 2007 - November 2010
Job Partner at Hardesty, LLC
Industry Aviation & Aerospace
Experience
Hardesty, LLC October 2011 - Present
Venture Aircraft September 2008 - October 2011
Tatum August 2007 - November 2010
Commerce Energy September 2008 - December 2008
Process Fab Inc. August 2007 - August 2008
Vista Paint September 2003 - September 2005
AVX September 1998 - September 2000
Benchmark Technology September 1985 - September 1988
Skills
ERP, Business Process..., Mergers, Due Diligence, Strategy, Forecasting, Sarbanes-Oxley Act, Managerial Finance, Change Management, Restructuring, Strategic Planning, Private Equity, Finance, Internal Controls, Mergers & Acquisitions, Leadership, Management Consulting, Financial Reporting, Accounting, US GAAP, Revenue Recognition, Cash Flow, Executive Management, Management, Auditing, Valuation, Venture Capital, Divestitures, Financial Modeling, Corporate Finance, Acquisition Integration, IPO, Acquisitions, Financial Analysis, SEC filings, Turn Around Management, Business Valuation, Start-ups
Education
California State University-Long Beach
MBA
The University of Texas at Austin - The Red McCombs School of Business
Accounting
Wharton School, University of Pennsylvania
Certificate, Executive Leadership
Hardesty, LLC October 2011 - Present
Venture Aircraft September 2008 - October 2011
Tatum August 2007 - November 2010
Commerce Energy September 2008 - December 2008
Process Fab Inc. August 2007 - August 2008
Vista Paint September 2003 - September 2005
AVX September 1998 - September 2000
Benchmark Technology September 1985 - September 1988
Skills
ERP, Business Process..., Mergers, Due Diligence, Strategy, Forecasting, Sarbanes-Oxley Act, Managerial Finance, Change Management, Restructuring, Strategic Planning, Private Equity, Finance, Internal Controls, Mergers & Acquisitions, Leadership, Management Consulting, Financial Reporting, Accounting, US GAAP, Revenue Recognition, Cash Flow, Executive Management, Management, Auditing, Valuation, Venture Capital, Divestitures, Financial Modeling, Corporate Finance, Acquisition Integration, IPO, Acquisitions, Financial Analysis, SEC filings, Turn Around Management, Business Valuation, Start-ups
Education
California State University-Long Beach
MBA
The University of Texas at Austin - The Red McCombs School of Business
Accounting
Wharton School, University of Pennsylvania
Certificate, Executive Leadership
Jeff Daly Jeff Daly's Tatum Experience September 2011 - January 2013
Job CIO Consultant at DDG
Industry Information Technology and Services
Experience
DDG January 2013 - Present
Mockingbird Domestics July 2011 - Present
Tatum September 2011 - January 2013
Adobe Systems February 2008 - July 2011
DDG 2006 - January 2008
Norwood Promotional Products April 2003 - August 2006
Tatum Partners, LLC December 2000 - April 2003
InterVoice Inc. 1997 - 2000
Cyrix Corporation 1995 - 1997
Lotus Development Corporation 1992 - 1995
Skills
Leadership Development, Technology Contracts, IT Strategy, Budgeting, Organizational..., IT Governance, Contract Negotiations, Strategic Planning, Process Improvement, Program Management, Professional Services, Change Management, Team Building, Outsourcing, Vendor Management, SaaS, Cloud Computing, Operations Management, Team Leadership, Business Management, Business Intelligence, Mentoring, Customer Relations, E-commerce, ITIL, Business Analysis, Problem Solving, ERP, Leadership, Management Consulting, Data Center, Governance, Management, Agile Methodologies, Contract Negotiation, CRM, Enterprise Software, Integration, Business Development, Strategy, Software Development, Start-ups, Customer Service, Budgets, Executive Management, Business Strategy, Consulting, Cross-functional Team..., Training, Disaster Recovery
Education
The University of Texas at Dallas 1979 — 1982
B.S., Business Management
Texas Tech University 1978 — 1980
DDG January 2013 - Present
Mockingbird Domestics July 2011 - Present
Tatum September 2011 - January 2013
Adobe Systems February 2008 - July 2011
DDG 2006 - January 2008
Norwood Promotional Products April 2003 - August 2006
Tatum Partners, LLC December 2000 - April 2003
InterVoice Inc. 1997 - 2000
Cyrix Corporation 1995 - 1997
Lotus Development Corporation 1992 - 1995
Skills
Leadership Development, Technology Contracts, IT Strategy, Budgeting, Organizational..., IT Governance, Contract Negotiations, Strategic Planning, Process Improvement, Program Management, Professional Services, Change Management, Team Building, Outsourcing, Vendor Management, SaaS, Cloud Computing, Operations Management, Team Leadership, Business Management, Business Intelligence, Mentoring, Customer Relations, E-commerce, ITIL, Business Analysis, Problem Solving, ERP, Leadership, Management Consulting, Data Center, Governance, Management, Agile Methodologies, Contract Negotiation, CRM, Enterprise Software, Integration, Business Development, Strategy, Software Development, Start-ups, Customer Service, Budgets, Executive Management, Business Strategy, Consulting, Cross-functional Team..., Training, Disaster Recovery
Education
The University of Texas at Dallas 1979 — 1982
B.S., Business Management
Texas Tech University 1978 — 1980
Jim LeGates Jim LeGates's Tatum Experience 2008 - 2009
Job Chief Financial Officer / Controller at Ellis, Ged & Bodden, P.A. and The Ged Companies
Industry Think Tanks
Experience
The Law Offices of Marshall C. Watson December 2007 - July 2013
Tatum 2008 - 2009
MEDirect Latino March 2007 - November 2007
Mainstream Holdings, LLC April 2006 - March 2007
Neovest - JP Morgan Chase December 2001 - April 2006
WH Smith, USA October 2000 - December 2001
KPMG January 2000 - October 2000
APAC Sales Corp June 1997 - December 1999
Proman Manufacturing Company June 1991 - December 1997
Northeastern University January 1990 - May 1991
Skills
Human Resources, Finance, Negotiation, Sales, Strategic Planning, Integration, Strategy, Cash Flow, Mergers, Mergers & Acquisitions, Management, Business Strategy, Team Building, Analysis, Entrepreneurship, Budgets, Business Development, Executive Management, Start-ups, Risk Management, Financial Analysis, GAAP Accounting, Financial Reporting, Forecasting, Leadership, Auditing, Strategic Financial..., Due Diligence, Accounting, Internal Audit, General Ledger, SEC filings, Payroll, Restructuring, Insurance, Cash Management, GAAP, Internal Controls, Banking, Financial Planning, SEC Filings
Education
Northeastern University - Graduate School of Business Administration 1990 — 1991
MBA
Babson College 1982 — 1986
BS in BA, Finance and Investments
The Law Offices of Marshall C. Watson December 2007 - July 2013
Tatum 2008 - 2009
MEDirect Latino March 2007 - November 2007
Mainstream Holdings, LLC April 2006 - March 2007
Neovest - JP Morgan Chase December 2001 - April 2006
WH Smith, USA October 2000 - December 2001
KPMG January 2000 - October 2000
APAC Sales Corp June 1997 - December 1999
Proman Manufacturing Company June 1991 - December 1997
Northeastern University January 1990 - May 1991
Skills
Human Resources, Finance, Negotiation, Sales, Strategic Planning, Integration, Strategy, Cash Flow, Mergers, Mergers & Acquisitions, Management, Business Strategy, Team Building, Analysis, Entrepreneurship, Budgets, Business Development, Executive Management, Start-ups, Risk Management, Financial Analysis, GAAP Accounting, Financial Reporting, Forecasting, Leadership, Auditing, Strategic Financial..., Due Diligence, Accounting, Internal Audit, General Ledger, SEC filings, Payroll, Restructuring, Insurance, Cash Management, GAAP, Internal Controls, Banking, Financial Planning, SEC Filings
Education
Northeastern University - Graduate School of Business Administration 1990 — 1991
MBA
Babson College 1982 — 1986
BS in BA, Finance and Investments
Elizabeth Griffith Elizabeth Griffith's Tatum Experience June 2005 - December 2008
Job Seasoned MBA dean with track record of marketbased innovation, service excellence, and student success
Industry Higher Education
Experience
Boston College July 2014 - March 2015
Georgetown University March 2013 - June 2014
Georgetown University January 2009 - March 2013
Tatum June 2005 - December 2008
Corporation for Public Broadcasting June 1999 - May 2005
NPR June 1991 - May 1999
The Phillips Collection May 1987 - April 1991
Monticello February 1985 - April 1987
Skills
Finance, Marketing, Communications, Strategy, Teambuilding, Education Leadership, HR-IT-facilities..., Board Relations, Team Building, Leadership, Strategic Planning, Educational Leadership, Public Speaking, Budgets, Nonprofits, Research, Social Media, Project Planning, Government, Strategic Partnerships, Community Outreach, Human Resources, Leadership Development, Data Analysis, Fundraising, Public Policy, Higher Education, Analysis, Grant Writing, Organizational..., Administration, Teaching, Program Development, Policy, Proposal Writing, Staff Development
Education
Georgetown University 2008 — 2013
Doctorate, Liberal Studies, thesis defended with distinction
Georgetown University 1990 — 1995
MA, Liberal Studies
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Trinity College 1974 — 1978
BA, English
Boston College July 2014 - March 2015
Georgetown University March 2013 - June 2014
Georgetown University January 2009 - March 2013
Tatum June 2005 - December 2008
Corporation for Public Broadcasting June 1999 - May 2005
NPR June 1991 - May 1999
The Phillips Collection May 1987 - April 1991
Monticello February 1985 - April 1987
Skills
Finance, Marketing, Communications, Strategy, Teambuilding, Education Leadership, HR-IT-facilities..., Board Relations, Team Building, Leadership, Strategic Planning, Educational Leadership, Public Speaking, Budgets, Nonprofits, Research, Social Media, Project Planning, Government, Strategic Partnerships, Community Outreach, Human Resources, Leadership Development, Data Analysis, Fundraising, Public Policy, Higher Education, Analysis, Grant Writing, Organizational..., Administration, Teaching, Program Development, Policy, Proposal Writing, Staff Development
Education
Georgetown University 2008 — 2013
Doctorate, Liberal Studies, thesis defended with distinction
Georgetown University 1990 — 1995
MA, Liberal Studies
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Trinity College 1974 — 1978
BA, English
Chris Brooks CPA, MBA Chris Brooks CPA, MBA's Tatum Experience November 2012 - May 2013
Job Vice President and Corporate Controller
Industry Accounting
Experience
Transplace February 2014 - Present
Heartland Automotive Services, Inc. May 2013 - January 2014
Heartland Automotive Services March 2013 - May 2013
Tatum November 2012 - May 2013
Wilsonart LLC November 2012 - March 2013
The Golf Warehouse July 2012 - October 2012
Michaels Stores, Inc. February 2012 - July 2012
Caris Life Sciences August 2011 - January 2012
FDIC June 2011 - August 2011
Fannie Mae January 2011 - April 2011
Skills
SEC reporting, Financial Analysis, Forecasting, Investor Relations, Budgeting, Strategic Planning, Accounts Payable, ERP, Internal Reporting, Excel, Corporate Management, Banking Relationships, Financial Reporting, Cash Management, GAAP, Financial Forecasting, Financial Modeling, Financial Management, Cost Accounting, Revenue Recognition, Process Improvement, Cash Flow, P&L, Capital Budgeting, Financial Planning, Treasury Management, IFRS, Risk Management, Accounting, MIS, Cash Flow Management, Compliance, Restructuring, Financial Accounting, Working Capital..., General Ledger, Corporate Finance, Acquisition Integration, Business Process..., US GAAP, Variance Analysis, Financial Systems..., Budget Analysis, Team Management, Training &..., Executive Management, Fixed Assets, Reporting & Analysis, Cash Flow Forecasting, CFO
Education
University of Houston, C.T. Bauer College of Business 1989 — 1992
MBA, Finance, MIS
The University of Texas at Austin - Red McCombs School of Business 1984 — 1989
BBA, Accounting
Transplace February 2014 - Present
Heartland Automotive Services, Inc. May 2013 - January 2014
Heartland Automotive Services March 2013 - May 2013
Tatum November 2012 - May 2013
Wilsonart LLC November 2012 - March 2013
The Golf Warehouse July 2012 - October 2012
Michaels Stores, Inc. February 2012 - July 2012
Caris Life Sciences August 2011 - January 2012
FDIC June 2011 - August 2011
Fannie Mae January 2011 - April 2011
Skills
SEC reporting, Financial Analysis, Forecasting, Investor Relations, Budgeting, Strategic Planning, Accounts Payable, ERP, Internal Reporting, Excel, Corporate Management, Banking Relationships, Financial Reporting, Cash Management, GAAP, Financial Forecasting, Financial Modeling, Financial Management, Cost Accounting, Revenue Recognition, Process Improvement, Cash Flow, P&L, Capital Budgeting, Financial Planning, Treasury Management, IFRS, Risk Management, Accounting, MIS, Cash Flow Management, Compliance, Restructuring, Financial Accounting, Working Capital..., General Ledger, Corporate Finance, Acquisition Integration, Business Process..., US GAAP, Variance Analysis, Financial Systems..., Budget Analysis, Team Management, Training &..., Executive Management, Fixed Assets, Reporting & Analysis, Cash Flow Forecasting, CFO
Education
University of Houston, C.T. Bauer College of Business 1989 — 1992
MBA, Finance, MIS
The University of Texas at Austin - Red McCombs School of Business 1984 — 1989
BBA, Accounting
Joe Treese Joe Treese's Tatum Experience August 2005 - 2006
Job ESI Governance & Risk Management
Industry Legal Services
Experience
ESIDence May 2009 - Present
CSC Consulting January 2007 - June 2009
Tatum August 2005 - 2006
Teradyne 2000 - 2005
Forrester Research 1999 - 2000
MeadWestvaco October 1996 - May 1999
IBM 1987 - 1996
Early career positions 1980 - 1987
Skills
Information Governance, Litigation Support, Strategy, eDiscovery Consulting, ESI, Business Process..., Executive Management, eDiscovery Readiness, Change Management, Corporate Governance, eDiscovery Case Strategy, Early Case Assessment, Cross-functional Team..., Management Consulting, Metadata, Cloud Computing, TQM, Intellectual Property, Predictive Analytics, Custodian Behavior, Information Management, Business Process Design, Practice Management, Legal Compliance, Information Security..., EDRM, Business Process Mapping, Project Portfolio..., Professional Malpractice, Contract Management, Legal Hold, ISO 27001, Depositions, FRCP, Enterprise Risk..., Information Security, IT Management, Cross-functional..., Information Security..., Quality Management, International Project..., Business Process..., Utility Trusts, Discovery Process, Enterprise Software
Education
Concord Law School - Kaplan University 2012 — 2019
Law Student targeting JD, Civil litigation
Continuing Legal Education 2005 — 2015
CLE, eDiscovery
Georgetown University Law Center 2009 — 2013
Certificates, in Electronic Discovery Academy (2009) and Advanced eD Institute (2009, 2013)
Mansfield University of Pennsylvania 1975 — 1980
Bachelor of Science, Computer & Information Science
ESIDence May 2009 - Present
CSC Consulting January 2007 - June 2009
Tatum August 2005 - 2006
Teradyne 2000 - 2005
Forrester Research 1999 - 2000
MeadWestvaco October 1996 - May 1999
IBM 1987 - 1996
Early career positions 1980 - 1987
Skills
Information Governance, Litigation Support, Strategy, eDiscovery Consulting, ESI, Business Process..., Executive Management, eDiscovery Readiness, Change Management, Corporate Governance, eDiscovery Case Strategy, Early Case Assessment, Cross-functional Team..., Management Consulting, Metadata, Cloud Computing, TQM, Intellectual Property, Predictive Analytics, Custodian Behavior, Information Management, Business Process Design, Practice Management, Legal Compliance, Information Security..., EDRM, Business Process Mapping, Project Portfolio..., Professional Malpractice, Contract Management, Legal Hold, ISO 27001, Depositions, FRCP, Enterprise Risk..., Information Security, IT Management, Cross-functional..., Information Security..., Quality Management, International Project..., Business Process..., Utility Trusts, Discovery Process, Enterprise Software
Education
Concord Law School - Kaplan University 2012 — 2019
Law Student targeting JD, Civil litigation
Continuing Legal Education 2005 — 2015
CLE, eDiscovery
Georgetown University Law Center 2009 — 2013
Certificates, in Electronic Discovery Academy (2009) and Advanced eD Institute (2009, 2013)
Mansfield University of Pennsylvania 1975 — 1980
Bachelor of Science, Computer & Information Science
Steve Kutzer Steve Kutzer's Tatum Experience October 2012 - February 2013
Job
Industry Information Technology and Services
Experience
Zoo Atlanta February 2013 - Present
Luminosity Consulting May 2006 - Present
Tatum October 2012 - February 2013
Corporate Office Properties August 2006 - May 2012
CarrAmerica Realty Corp. 2002 - 2006
BearingPoint (KPMG) 1998 - 2002
James Martin & Co. 1994 - 1998
The World Health Organization 1993 - 1994
I-Net 1990 - 1993
George Washington University 1986 - 1990
Skills
Business Intelligence, IT Strategy, IT Management, Leadership, Data Center, Strategic Planning, Management, Disaster Recovery, SharePoint, Governance, CIO Advisory Services, IT Service Delivery, Data Warehousing, Contract Negotiation, Business Process, General Ledger, Outsourcing, Budgets, Restructuring, Interim Management..., Salesforce.com, .NET, User Interface Design, VB.NET, Innovation, Non-profits, Business Continuity, Higher Education, K-12, E-Learning, Education, DoD, HRIS, Social Networking, Business Objects, Sustainability, Blackbaud, Gateway Galaxy, Analysis, Consulting, ERP, Program Management, Enterprise Software, CRM
Education
Columbia University - Columbia Business School 2009 — 2009
CIO Institute
The George Washington University - School of Business 1983 — 1985
MS, IST
The George Washington University 1976 — 1981
B.S., International Business
Middlebury College 1978 — 1978
Summer Intensive Language Immersion, Intermediate Japanese
Zoo Atlanta February 2013 - Present
Luminosity Consulting May 2006 - Present
Tatum October 2012 - February 2013
Corporate Office Properties August 2006 - May 2012
CarrAmerica Realty Corp. 2002 - 2006
BearingPoint (KPMG) 1998 - 2002
James Martin & Co. 1994 - 1998
The World Health Organization 1993 - 1994
I-Net 1990 - 1993
George Washington University 1986 - 1990
Skills
Business Intelligence, IT Strategy, IT Management, Leadership, Data Center, Strategic Planning, Management, Disaster Recovery, SharePoint, Governance, CIO Advisory Services, IT Service Delivery, Data Warehousing, Contract Negotiation, Business Process, General Ledger, Outsourcing, Budgets, Restructuring, Interim Management..., Salesforce.com, .NET, User Interface Design, VB.NET, Innovation, Non-profits, Business Continuity, Higher Education, K-12, E-Learning, Education, DoD, HRIS, Social Networking, Business Objects, Sustainability, Blackbaud, Gateway Galaxy, Analysis, Consulting, ERP, Program Management, Enterprise Software, CRM
Education
Columbia University - Columbia Business School 2009 — 2009
CIO Institute
The George Washington University - School of Business 1983 — 1985
MS, IST
The George Washington University 1976 — 1981
B.S., International Business
Middlebury College 1978 — 1978
Summer Intensive Language Immersion, Intermediate Japanese
Andrea Pagliughi Andrea Pagliughi's Tatum Experience October 2012 - May 2013
Job Chief Financial Officer at Ford Models
Industry Broadcast Media
Experience
Ford Models, Inc. May 2013 - Present
Tatum October 2012 - May 2013
Fahrenheit 212 May 2010 - June 2012
Fahrenheit 212 May 2008 - June 2012
Granite Broadcasting Corporation July 2003 - April 2008
Granite Broadcasting Corporation September 2000 - July 2003
Granite Broadcasting Corporation January 1996 - September 2000
Ernst & Young June 1992 - December 1995
Skills
Broadcast Television, Financial Planning,..., Expense Management, Annual Reports,..., Contract Negotiations, Financial Reporting, Accounting, SEC reporting, Press Releases, Financial Analysis, Financial Planning, Budgeting, Forecasting, Strategic Financial..., Corporate Finance, Budgets, Contract Negotiation, Finance, Due Diligence, Income, SEC filings, Mergers & Acquisitions, Business Development, Financial Modeling, Strategy, SEC Filings, Management, Leadership, Start-ups, Restructuring
Education
Columbia University - Columbia Business School 2001 — 2002
Masters, Business Administration
Villanova University 1988 — 1992
BA, Accountancy
Smithtown H.S. East 1984 — 1988
Honors
Ford Models, Inc. May 2013 - Present
Tatum October 2012 - May 2013
Fahrenheit 212 May 2010 - June 2012
Fahrenheit 212 May 2008 - June 2012
Granite Broadcasting Corporation July 2003 - April 2008
Granite Broadcasting Corporation September 2000 - July 2003
Granite Broadcasting Corporation January 1996 - September 2000
Ernst & Young June 1992 - December 1995
Skills
Broadcast Television, Financial Planning,..., Expense Management, Annual Reports,..., Contract Negotiations, Financial Reporting, Accounting, SEC reporting, Press Releases, Financial Analysis, Financial Planning, Budgeting, Forecasting, Strategic Financial..., Corporate Finance, Budgets, Contract Negotiation, Finance, Due Diligence, Income, SEC filings, Mergers & Acquisitions, Business Development, Financial Modeling, Strategy, SEC Filings, Management, Leadership, Start-ups, Restructuring
Education
Columbia University - Columbia Business School 2001 — 2002
Masters, Business Administration
Villanova University 1988 — 1992
BA, Accountancy
Smithtown H.S. East 1984 — 1988
Honors
Dorothy Hemingway Dorothy Hemingway's Tatum Experience May 2011 - December 2011
Job VP, Marketing, Corporate & Investment Banking and Capital Markets at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch September 2014 - Present
First Dominion Marketing LLC February 2008 - September 2014
Tatum May 2011 - December 2011
Dominion Bond Rating Services (DBRS) June 2006 - January 2008
Standard & Poor's December 1991 - July 2005
Skills
Start-ups, Business Development, Marketing, Strategic Planning, Business Strategy, Media Relations/PR, Event Planning &..., Capital Markets, Financial Services, Insurance, Customer Relationship..., Knowledge Management, Corporate Branding, Brand Management, Website Development, Web Content, Editorial Product..., Marketing Communications, Integrated Marketing, Professional Services..., Business Intelligence, Business Process..., Digital Marketing, Market Research, Marketing Management, Development of..., Product Development, Management, Marketing Strategy, Entrepreneurship, Competitive Analysis, Strategy, Brand Development, Management Consulting, B2B, Business Planning, Leadership, Mergers & Acquisitions, Program Management, Public Relations, Analysis, CRM, Consulting, Team Management, Strategic Partnerships
Education
New York University
B.A., Business
Bank of America Merrill Lynch September 2014 - Present
First Dominion Marketing LLC February 2008 - September 2014
Tatum May 2011 - December 2011
Dominion Bond Rating Services (DBRS) June 2006 - January 2008
Standard & Poor's December 1991 - July 2005
Skills
Start-ups, Business Development, Marketing, Strategic Planning, Business Strategy, Media Relations/PR, Event Planning &..., Capital Markets, Financial Services, Insurance, Customer Relationship..., Knowledge Management, Corporate Branding, Brand Management, Website Development, Web Content, Editorial Product..., Marketing Communications, Integrated Marketing, Professional Services..., Business Intelligence, Business Process..., Digital Marketing, Market Research, Marketing Management, Development of..., Product Development, Management, Marketing Strategy, Entrepreneurship, Competitive Analysis, Strategy, Brand Development, Management Consulting, B2B, Business Planning, Leadership, Mergers & Acquisitions, Program Management, Public Relations, Analysis, CRM, Consulting, Team Management, Strategic Partnerships
Education
New York University
B.A., Business
Lynn Thrower's Tatum Experience November 2014 - July 2015
Job Director of Client Service at BrunswikSt.
Industry Accounting
Experience
BrunswikSt. July 2015 - Present
Tatum November 2014 - July 2015
Robert Half Management Resources April 2011 - July 2014
Calypso Medical 2007 - 2010
Shurgard Self Storage 2005 - 2007
Skills
SEC filings, GAAP, New Business Development, Business Process..., Recruiting, Strategic Consulting, management, Management Consulting, Project Management, Mergers & Acquisitions, Forecasting, Management, Accounting, Financial Analysis, Start-ups, Finance, Financial Reporting, Strategic Planning, Process Improvement, Budgets, Financial Accounting, Executive Management, Sarbanes-Oxley Act, Internal Audit, Cost Accounting, Managerial Finance, Internal Controls, Corporate Finance, Relationship Management, SEC Filings
Education
University of California, Berkeley 1978 — 1980
MBA, Accounting
Loyola Marymount University 1969 — 1973
BA, Spanish Literature
BrunswikSt. July 2015 - Present
Tatum November 2014 - July 2015
Robert Half Management Resources April 2011 - July 2014
Calypso Medical 2007 - 2010
Shurgard Self Storage 2005 - 2007
Skills
SEC filings, GAAP, New Business Development, Business Process..., Recruiting, Strategic Consulting, management, Management Consulting, Project Management, Mergers & Acquisitions, Forecasting, Management, Accounting, Financial Analysis, Start-ups, Finance, Financial Reporting, Strategic Planning, Process Improvement, Budgets, Financial Accounting, Executive Management, Sarbanes-Oxley Act, Internal Audit, Cost Accounting, Managerial Finance, Internal Controls, Corporate Finance, Relationship Management, SEC Filings
Education
University of California, Berkeley 1978 — 1980
MBA, Accounting
Loyola Marymount University 1969 — 1973
BA, Spanish Literature
Charles R. Bob Waldron CPA's Tatum Experience 2000 - 2007
Job Chief Financial Officer and Sr. Vice President at Sundrop Fuels, Inc.
Industry Oil & Energy
Experience
Sundrop Fuels, Inc. March 2012 - Present
Learning Tree May 2007 - February 2012
Tatum 2000 - 2007
ExxonMobil June 1999 - April 2000
Mobil Corporation June 1996 - June 1999
Qatar Liquefied Natural Gas Company (10% owned by Mobil) June 1993 - June 1996
Mobil Oil Canada June 1990 - June 1993
Mobil Producing Netherlands June 1988 - May 1990
Mobil Corporation May 1985 - June 1988
Superior Oil 1979 - 1985
Skills
Sarbanes-Oxley Act, SEC filings, Budgets, Financial Reporting, Finance, Financial Analysis, Mergers, Internal Controls, Sarbanes-Oxley, Accounting, Managerial Finance, Project Management, Team Building, Strategic Planning, Business Planning, Start-ups, Forecasting, Due Diligence, Business Process..., Acquisition Integration, Mergers & Acquisitions, Executive Management, Financial Modeling, Process Improvement, Strategic Financial..., Restructuring, Corporate Finance, Venture Capital, Risk Management, Strategy, Revenue Recognition, Cash Flow, Private Equity, IPO, GAAP, Cash Management, Corporate Governance, Auditing, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Business and accounting
Tulane University 1968 — 1972
BA, History
Sundrop Fuels, Inc. March 2012 - Present
Learning Tree May 2007 - February 2012
Tatum 2000 - 2007
ExxonMobil June 1999 - April 2000
Mobil Corporation June 1996 - June 1999
Qatar Liquefied Natural Gas Company (10% owned by Mobil) June 1993 - June 1996
Mobil Oil Canada June 1990 - June 1993
Mobil Producing Netherlands June 1988 - May 1990
Mobil Corporation May 1985 - June 1988
Superior Oil 1979 - 1985
Skills
Sarbanes-Oxley Act, SEC filings, Budgets, Financial Reporting, Finance, Financial Analysis, Mergers, Internal Controls, Sarbanes-Oxley, Accounting, Managerial Finance, Project Management, Team Building, Strategic Planning, Business Planning, Start-ups, Forecasting, Due Diligence, Business Process..., Acquisition Integration, Mergers & Acquisitions, Executive Management, Financial Modeling, Process Improvement, Strategic Financial..., Restructuring, Corporate Finance, Venture Capital, Risk Management, Strategy, Revenue Recognition, Cash Flow, Private Equity, IPO, GAAP, Cash Management, Corporate Governance, Auditing, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Business and accounting
Tulane University 1968 — 1972
BA, History
Gary Wetzel Gary Wetzel's Tatum Experience 2011 - 2012
Job CEO and Cofounder at <form.io>
Industry Online Media
Experience
Form.io March 2015 - Present
Allplayers.com February 2013 - December 2014
Tatum 2011 - 2012
Travelocity January 2010 - March 2011
Graphics Microsystems October 2005 - June 2010
Von Hoffman Corporation September 2002 - January 2005
Quebecor World Printing July 1998 - September 2002
Goss International 1986 - 1996
Skills
Engineering, Corporate Finance, Organizational Design, Financial Planning, Capital Equipment, Restructuring, Acquisition Integration, Budgeting, Contract Negotiation, Cost Reduction, P&L Management, Continuous Improvement, Budgets, Manufacturing
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Worcester Polytechnic Institute 1982 — 1986
BSME
Form.io March 2015 - Present
Allplayers.com February 2013 - December 2014
Tatum 2011 - 2012
Travelocity January 2010 - March 2011
Graphics Microsystems October 2005 - June 2010
Von Hoffman Corporation September 2002 - January 2005
Quebecor World Printing July 1998 - September 2002
Goss International 1986 - 1996
Skills
Engineering, Corporate Finance, Organizational Design, Financial Planning, Capital Equipment, Restructuring, Acquisition Integration, Budgeting, Contract Negotiation, Cost Reduction, P&L Management, Continuous Improvement, Budgets, Manufacturing
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Worcester Polytechnic Institute 1982 — 1986
BSME
Gino Trapani Gino Trapani's Tatum Experience March 2012 - July 2013
Job Principal & Executive Recruiter at Trapani & Associates, LLC
Industry Staffing and Recruiting
Experience
Trapani & Associates, LLC July 2013 - Present
Tatum March 2012 - July 2013
Amazon Web Services November 2011 - March 2012
Microsoft October 2010 - August 2011
iMatch Technical Services October 2009 - February 2010
Robert Half International August 2004 - September 2009
BD&A July 2001 - July 2003
Onvia February 2000 - February 2001
Zones July 1998 - February 2000
Skills
Recruiting, Financial Recruiting, Technical Recruiting, Corporate Recruiting, Executive Search, Business Development, Sales, Management Consulting, Talent Management, Sourcing, Writing, Applicant Tracking..., Career Development..., Marketing Communications, Thought Leadership, Staff Retention, Cross-functional Team..., Online Advertising, Networking, Project Management, Interviews, Strategy, Enterprise Software, CRM, Strategic Planning, Temporary Placement, Professional Services, Consulting, Account Management, Talent Acquisition, Program Management, Internet Recruiting, Management, Executive Management, Cloud Computing, New Business Development, Mergers & Acquisitions, Business Intelligence, Staffing Services, Leadership, Contract Recruitment, Screening Resumes, Benefits Negotiation
Education
Central Washington University 1992 — 1997
Bachelors, Communications
Trapani & Associates, LLC July 2013 - Present
Tatum March 2012 - July 2013
Amazon Web Services November 2011 - March 2012
Microsoft October 2010 - August 2011
iMatch Technical Services October 2009 - February 2010
Robert Half International August 2004 - September 2009
BD&A July 2001 - July 2003
Onvia February 2000 - February 2001
Zones July 1998 - February 2000
Skills
Recruiting, Financial Recruiting, Technical Recruiting, Corporate Recruiting, Executive Search, Business Development, Sales, Management Consulting, Talent Management, Sourcing, Writing, Applicant Tracking..., Career Development..., Marketing Communications, Thought Leadership, Staff Retention, Cross-functional Team..., Online Advertising, Networking, Project Management, Interviews, Strategy, Enterprise Software, CRM, Strategic Planning, Temporary Placement, Professional Services, Consulting, Account Management, Talent Acquisition, Program Management, Internet Recruiting, Management, Executive Management, Cloud Computing, New Business Development, Mergers & Acquisitions, Business Intelligence, Staffing Services, Leadership, Contract Recruitment, Screening Resumes, Benefits Negotiation
Education
Central Washington University 1992 — 1997
Bachelors, Communications
Bradley Rosenberg Bradley Rosenberg's Tatum Experience 2008 - 2009
Job Turn Around Specialist Owner, Strategic Advantage Ltd
Industry Management Consulting
Experience
Strategic Advantage Ltd September 1988 - Present
Shear Madness 2010 - 2014
Shear Madness 2010 - 2014
Shear Madness 2010 - 2014
Tatum (a division of SFN Group, Inc.) 2008 - 2009
Tatum 2008 - 2009
LABAT-ANDERSON, Inc September 1986 - August 1988
Spa Lady June 1984 - September 1986
Skills
SEC filings, Venture Capital, Strategy, Mergers & Acquisitions, Management, Management Consulting, Restructuring, Negotiation, International Business, Due Diligence, Corporate Finance, Accounting, Start-ups, Business Strategy, Strategic Planning, Executive Management
Education
George Mason University 1991 — 1993
EMBA, International Business, Operations, Managment
George Mason University - School of Business 1978 — 1980
BS, Accounting, Finance, Economics
Strategic Advantage Ltd September 1988 - Present
Shear Madness 2010 - 2014
Shear Madness 2010 - 2014
Shear Madness 2010 - 2014
Tatum (a division of SFN Group, Inc.) 2008 - 2009
Tatum 2008 - 2009
LABAT-ANDERSON, Inc September 1986 - August 1988
Spa Lady June 1984 - September 1986
Skills
SEC filings, Venture Capital, Strategy, Mergers & Acquisitions, Management, Management Consulting, Restructuring, Negotiation, International Business, Due Diligence, Corporate Finance, Accounting, Start-ups, Business Strategy, Strategic Planning, Executive Management
Education
George Mason University 1991 — 1993
EMBA, International Business, Operations, Managment
George Mason University - School of Business 1978 — 1980
BS, Accounting, Finance, Economics
David McCue David McCue's Tatum Experience 2013 - Present
Job Global IT Executive/CIO and Adjunct Professor
Industry Information Technology and Services
Experience
Xerox April 2013 - Present
McCue, Inc. 2008 - Present
Tatum 2013 - Present
MACH37 Cyber Accelerator June 2013 - Present
Robert H. Smith School of Business - University of Maryland July 2010 - Present
Computer Sciences Corp. November 2006 - June 2012
Computer Sciences Corp April 2003 - October 2006
CSC April 2001 - March 2003
CSC - Healthcare Group July 1996 - March 2001
American Practice Management 1993 - 1996
Skills
IT Governance, Program Management, Process Engineering, Government, Mergers, Cyber Security, SAP, Innovation, Emerging Technologies, Mobility Solutions, Visionary, Executive Management, Operations, Globalization, Problem Solving, IT Management, IT Strategy, IT Operations, Cross-functional Team..., Security Clearance, Global Management, Business Process..., Computer Security, Governance, Mergers & Acquisitions, Process Improvement, Security, Strategy, Management, Integration, Outsourcing, Leadership, Business Transformation, Change Management, IT Service Management, Information Security, Business Development, Consulting, Information Technology, Strategic Planning, Enterprise Architecture, Data Center, Business Process, SaaS, PMP, Business Analysis, Business Intelligence
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
Rider University 1974 — 1978
BSC, Mgt Org Beh & Industrial Relations
Xerox April 2013 - Present
McCue, Inc. 2008 - Present
Tatum 2013 - Present
MACH37 Cyber Accelerator June 2013 - Present
Robert H. Smith School of Business - University of Maryland July 2010 - Present
Computer Sciences Corp. November 2006 - June 2012
Computer Sciences Corp April 2003 - October 2006
CSC April 2001 - March 2003
CSC - Healthcare Group July 1996 - March 2001
American Practice Management 1993 - 1996
Skills
IT Governance, Program Management, Process Engineering, Government, Mergers, Cyber Security, SAP, Innovation, Emerging Technologies, Mobility Solutions, Visionary, Executive Management, Operations, Globalization, Problem Solving, IT Management, IT Strategy, IT Operations, Cross-functional Team..., Security Clearance, Global Management, Business Process..., Computer Security, Governance, Mergers & Acquisitions, Process Improvement, Security, Strategy, Management, Integration, Outsourcing, Leadership, Business Transformation, Change Management, IT Service Management, Information Security, Business Development, Consulting, Information Technology, Strategic Planning, Enterprise Architecture, Data Center, Business Process, SaaS, PMP, Business Analysis, Business Intelligence
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
Rider University 1974 — 1978
BSC, Mgt Org Beh & Industrial Relations
Hector Perez Hector Perez's Tatum Experience July 2011 - June 2014
Job Head of Group Financial Planning & Analysis TIAACREF Asset Management
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
ALPFA October 2012 - Present
Tatum July 2011 - June 2014
ALPFA 2008 - September 2012
PricewaterhouseCoopers 2009 - 2011
PRIMER 2009 - 2011
PricewaterhouseCoopers 2006 - 2009
Health Care Chaplaincy 2006 - 2008
ALPFA 2004 - 2008
PricewaterhouseCoopers 1996 - 2006
Skills
Financial Services, Business Development, Professional Services, Leadership, Projects, Due Diligence, Mergers, Financial Analysis, Financial Reporting, Accounting, Auditing, Private Equity
Education
Pace University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
TIAA-CREF July 2014 - Present
ALPFA October 2012 - Present
Tatum July 2011 - June 2014
ALPFA 2008 - September 2012
PricewaterhouseCoopers 2009 - 2011
PRIMER 2009 - 2011
PricewaterhouseCoopers 2006 - 2009
Health Care Chaplaincy 2006 - 2008
ALPFA 2004 - 2008
PricewaterhouseCoopers 1996 - 2006
Skills
Financial Services, Business Development, Professional Services, Leadership, Projects, Due Diligence, Mergers, Financial Analysis, Financial Reporting, Accounting, Auditing, Private Equity
Education
Pace University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
James McAndrews's Tatum Experience January 2013 - February 2014
Job Experienced Operating Executive
Industry Management Consulting
Experience
Brightline Strategies December 2014 - Present
JPM Consulting & Tax Services, LLC August 2012 - Present
Tatum, a Randstad company March 2014 - December 2014
Tatum January 2013 - February 2014
Watkins Meegan LLC December 2010 - July 2012
HealthSouth September 2005 - March 2010
Tatum June 2004 - March 2006
Freddie Mac July 1997 - January 2003
Freddie Mac January 1985 - June 1997
Arthur Andersen & Co., SC January 1978 - January 1984
Skills
Organizational..., Staff Development, Income Tax, Leadership Development, Organizational..., Leading Change, Tax Law, Tax Accounting, Writing, Financial Accounting, Financial Instruments, Healthcare Management, Financial Reporting, Mentoring, Accounting, Auditing, Tax Advisory, Strategic Financial..., Tax, Change Management, Leadership, Start-ups, Management Consulting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Sarbanes-Oxley, Risk Management, Restructuring, Mergers & Acquisitions, Management, Strategic Planning, Process Improvement, Strategy, Due Diligence, Program Management, Finance, SEC filings, Financial Statements, US GAAP, GAAP, Analysis, Corporate Finance, Corporate Tax, Acquisition Integration, Financial Modeling, Executive Management, Private Equity, International Tax
Education
Georgetown University Law Center 1987 — 1989
Master of Law in Taxation, Law
Georgetown University Law Center 1981 — 1985
Juris Doctor, Law
Georgetown University - The McDonough School of Business 1974 — 1978
Bachelor of Science in Business Administration, Major: Accounting; Minor: History, Cum Laude
Archbishop Molloy High School 1970 — 1974
High School Diploma, High School studies with AP classes in History, Calculus and English
Brightline Strategies December 2014 - Present
JPM Consulting & Tax Services, LLC August 2012 - Present
Tatum, a Randstad company March 2014 - December 2014
Tatum January 2013 - February 2014
Watkins Meegan LLC December 2010 - July 2012
HealthSouth September 2005 - March 2010
Tatum June 2004 - March 2006
Freddie Mac July 1997 - January 2003
Freddie Mac January 1985 - June 1997
Arthur Andersen & Co., SC January 1978 - January 1984
Skills
Organizational..., Staff Development, Income Tax, Leadership Development, Organizational..., Leading Change, Tax Law, Tax Accounting, Writing, Financial Accounting, Financial Instruments, Healthcare Management, Financial Reporting, Mentoring, Accounting, Auditing, Tax Advisory, Strategic Financial..., Tax, Change Management, Leadership, Start-ups, Management Consulting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Sarbanes-Oxley, Risk Management, Restructuring, Mergers & Acquisitions, Management, Strategic Planning, Process Improvement, Strategy, Due Diligence, Program Management, Finance, SEC filings, Financial Statements, US GAAP, GAAP, Analysis, Corporate Finance, Corporate Tax, Acquisition Integration, Financial Modeling, Executive Management, Private Equity, International Tax
Education
Georgetown University Law Center 1987 — 1989
Master of Law in Taxation, Law
Georgetown University Law Center 1981 — 1985
Juris Doctor, Law
Georgetown University - The McDonough School of Business 1974 — 1978
Bachelor of Science in Business Administration, Major: Accounting; Minor: History, Cum Laude
Archbishop Molloy High School 1970 — 1974
High School Diploma, High School studies with AP classes in History, Calculus and English
Marianne Carlton Marianne Carlton's Tatum Experience October 2012 - Present
Job Talent Management Partner
Industry Accounting
Experience
Tatum October 2012 - Present
KPMG LLP January 1994 - October 2012
Education
Loyola Marymount University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Tatum October 2012 - Present
KPMG LLP January 1994 - October 2012
Education
Loyola Marymount University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Glenn Rau Glenn Rau's Tatum Experience August 2011 - March 2012
Job Chief Financial Officer at Athens Group
Industry Oil & Energy
Experience
Athens Group April 2012 - Present
Tatum August 2011 - March 2012
ProvidaCare Medical Supply Ltd. February 2010 - August 2011
Tatum April 2008 - February 2010
Rau Consulting, LLC January 2004 - March 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
Skills
Financial Management, Financial Reporting, Cash Management, Cash Flow, Managerial Finance, Mergers, Forecasting, Financial Analysis, Mergers & Acquisitions, Start-ups, Finance, Sarbanes-Oxley Act, Strategic Financial..., Business Development, Leadership, Strategic Planning
Education
The University of Texas at Austin 1975 — 1976
MBA, Finance
Florida State University 1969 — 1973
BA, Economics
Athens Group April 2012 - Present
Tatum August 2011 - March 2012
ProvidaCare Medical Supply Ltd. February 2010 - August 2011
Tatum April 2008 - February 2010
Rau Consulting, LLC January 2004 - March 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
3DGeo 2008 - 2008
Skills
Financial Management, Financial Reporting, Cash Management, Cash Flow, Managerial Finance, Mergers, Forecasting, Financial Analysis, Mergers & Acquisitions, Start-ups, Finance, Sarbanes-Oxley Act, Strategic Financial..., Business Development, Leadership, Strategic Planning
Education
The University of Texas at Austin 1975 — 1976
MBA, Finance
Florida State University 1969 — 1973
BA, Economics
Allen Sugerman Allen Sugerman's Tatum Experience 2011 - October 2012
Job CFO at MiraMed
Industry Hospital & Health Care
Experience
MiraMed: A Global Services Company September 2012 - Present
Tatum 2011 - October 2012
Emergency Medical Associates 2007 - June 2011
Tatum LLC October 2005 - September 2007
MIIX Group January 2001 - April 2005
Altila 1990 - 2000
Altila 1990 - 2000
Altila 1990 - 2000
Altila 1990 - 2000
Altila 1990 - 2000
Skills
Mergers, Business Process..., Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Auditing, Strategy, Mergers & Acquisitions, Healthcare, Finance, Start-ups, Leadership, Management, Executive Management, Analysis, Outsourcing, Portfolio Management, Private Equity, Business Intelligence, Competitive Analysis, Accounting, Investments, Management Consulting, Process Improvement, Banking
Education
Claremont Graduate University 1985 — 1987
MBA, Management
MiraMed: A Global Services Company September 2012 - Present
Tatum 2011 - October 2012
Emergency Medical Associates 2007 - June 2011
Tatum LLC October 2005 - September 2007
MIIX Group January 2001 - April 2005
Altila 1990 - 2000
Altila 1990 - 2000
Altila 1990 - 2000
Altila 1990 - 2000
Altila 1990 - 2000
Skills
Mergers, Business Process..., Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Auditing, Strategy, Mergers & Acquisitions, Healthcare, Finance, Start-ups, Leadership, Management, Executive Management, Analysis, Outsourcing, Portfolio Management, Private Equity, Business Intelligence, Competitive Analysis, Accounting, Investments, Management Consulting, Process Improvement, Banking
Education
Claremont Graduate University 1985 — 1987
MBA, Management
Adelle Erdman Adelle Erdman's Tatum Experience May 2006 - May 2011
Job Director of Marketing
Industry Management Consulting
Experience
Frazier & Deeter, LLC April 2012 - Present
SFN Group May 2011 - April 2012
Tatum May 2006 - May 2011
The Network, Inc. August 2002 - May 2006
Rodenstock North America May 2001 - August 2002
Nexchange Corporation 2000 - 2001
WH Smith, Inc. 1996 - 1999
Sterling, Inc. 1993 - 1996
Seton Medical Center March 1989 - August 1992
Skills
Media Relations, Marketing Strategy, Lead Generation, Strategic Planning, Marketing Communications, Marketing, Start-ups, Leadership, B2B, Corporate Communications, Strategy, Retail, Social Media, Budgets, Marketing Management, Product Development, Forecasting, Public Relations, Management, Social Media Marketing, E-commerce, Sales, Email Marketing, Program Management, Strategic Partnerships, Management Consulting, Fundraising, Professional Services, Mergers & Acquisitions, Business Strategy, B2B Marketing, Business Development, Product Launch, CRM, Competitive Analysis, Business Planning, Integrated Marketing, Direct Marketing, Thought Leadership, Product Marketing, Creative Direction, Demand Generation, Online Marketing, Executive Management, Small Business, Analytics, Entrepreneurship, Acquisition Integration, Brand Management
Education
The University of Texas at Austin 1990 — 1992
MA, Advertising
University of Virginia 1985 — 1989
Bachelor of Arts, English
Frazier & Deeter, LLC April 2012 - Present
SFN Group May 2011 - April 2012
Tatum May 2006 - May 2011
The Network, Inc. August 2002 - May 2006
Rodenstock North America May 2001 - August 2002
Nexchange Corporation 2000 - 2001
WH Smith, Inc. 1996 - 1999
Sterling, Inc. 1993 - 1996
Seton Medical Center March 1989 - August 1992
Skills
Media Relations, Marketing Strategy, Lead Generation, Strategic Planning, Marketing Communications, Marketing, Start-ups, Leadership, B2B, Corporate Communications, Strategy, Retail, Social Media, Budgets, Marketing Management, Product Development, Forecasting, Public Relations, Management, Social Media Marketing, E-commerce, Sales, Email Marketing, Program Management, Strategic Partnerships, Management Consulting, Fundraising, Professional Services, Mergers & Acquisitions, Business Strategy, B2B Marketing, Business Development, Product Launch, CRM, Competitive Analysis, Business Planning, Integrated Marketing, Direct Marketing, Thought Leadership, Product Marketing, Creative Direction, Demand Generation, Online Marketing, Executive Management, Small Business, Analytics, Entrepreneurship, Acquisition Integration, Brand Management
Education
The University of Texas at Austin 1990 — 1992
MA, Advertising
University of Virginia 1985 — 1989
Bachelor of Arts, English
MERIAN L. CALLAWAY, CFE, CPA MERIAN L. CALLAWAY, CFE, CPA's Tatum Experience 2008 - April 2009
Job Proactive Accounting Executive
Industry Accounting
Experience
Merian L. Callaway, CPA January 2007 - Present
Tatum 2008 - April 2009
Carter Brothers, LLC June 2001 - December 2006
Jetaire 1999 - 2001
Intellectual Properties Management, Inc. 1996 - 1999
Commercial Real Estate Industry 1994 - 1996
HLB Gross Collins, P.C. 1991 - 1994
Skills
Financial Analysis, Auditing, Accounting, Forecasting, Leadership, Mergers, Budgets, Mergers & Acquisitions, Finance, Management, Start-ups, Strategic Planning, Entrepreneurship, Financial Reporting, Small Business, CPA
Education
Georgia State University 1987 — 1991
Bachelors, Accounting
Columbia High School 1972 — 1976
diploma, College Prep
Merian L. Callaway, CPA January 2007 - Present
Tatum 2008 - April 2009
Carter Brothers, LLC June 2001 - December 2006
Jetaire 1999 - 2001
Intellectual Properties Management, Inc. 1996 - 1999
Commercial Real Estate Industry 1994 - 1996
HLB Gross Collins, P.C. 1991 - 1994
Skills
Financial Analysis, Auditing, Accounting, Forecasting, Leadership, Mergers, Budgets, Mergers & Acquisitions, Finance, Management, Start-ups, Strategic Planning, Entrepreneurship, Financial Reporting, Small Business, CPA
Education
Georgia State University 1987 — 1991
Bachelors, Accounting
Columbia High School 1972 — 1976
diploma, College Prep
Cheryl Fulton Cheryl Fulton's Tatum Experience January 2003 - November 2008
Job Executive Assistant and Board Coordinator at Your Health Idaho
Industry Executive Office
Experience
Your Health Idaho March 2014 - Present
CompuNet October 2011 - March 2014
Snoqualmie Valley Chamber of Commerce August 2010 - September 2011
Encompass November 2008 - October 2010
Tatum January 2003 - November 2008
Intelligent Results 2001 - 2003
Elekom 1997 - 1998
Yakima Valley Visitors and Convention Bureau 1993 - 1994
Skills
Business Intelligence, Microsoft Excel, Customer Service, Project Management, Business Planning, Administrative..., Negotiation, Budget, Process Improvement, Business Strategy, ERP, Strategic Planning, Salesforce.com, Security, Microsoft Office, Process Scheduler, Sales Management, Change Management, Team Building, Operations Management, Team Leadership, Budgets, Business Process..., Vendor Management, Leadership, Management, Analysis, Program Management, Business Development, Project Planning, Account Management, Leadership Development, Organizational..., Start-ups
Education
California State University-Fullerton 1986 — 1990
BS, Human Development
Your Health Idaho March 2014 - Present
CompuNet October 2011 - March 2014
Snoqualmie Valley Chamber of Commerce August 2010 - September 2011
Encompass November 2008 - October 2010
Tatum January 2003 - November 2008
Intelligent Results 2001 - 2003
Elekom 1997 - 1998
Yakima Valley Visitors and Convention Bureau 1993 - 1994
Skills
Business Intelligence, Microsoft Excel, Customer Service, Project Management, Business Planning, Administrative..., Negotiation, Budget, Process Improvement, Business Strategy, ERP, Strategic Planning, Salesforce.com, Security, Microsoft Office, Process Scheduler, Sales Management, Change Management, Team Building, Operations Management, Team Leadership, Budgets, Business Process..., Vendor Management, Leadership, Management, Analysis, Program Management, Business Development, Project Planning, Account Management, Leadership Development, Organizational..., Start-ups
Education
California State University-Fullerton 1986 — 1990
BS, Human Development
Sandra Brangan Sandra Brangan's Tatum Experience January 2013 - Present
Job Vice President of Administration at Tatum
Industry Management Consulting
Experience
Tatum January 2013 - Present
Randstad Finance & Accounting and Randstad Human Resources March 1989 - Present
Skills
Hiring Employees, Temporary Staffing, Permanent Staffing, Employee Benefits, Employee Relations, Employment Law, Operations Management, Contract Administration, Facilities Management, Office Administration, Operational Efficiency, Payroll and Sales..., Insurance, Talent Acquisition, Contract Management, Recruiting, Business Development, Human Resources, Staffing Services, Contract Recruitment, Training, Applicant Tracking..., Contract Negotiation, Vendor Management, Talent Management, Account Management, Executive Search, Mergers & Acquisitions, Management, Temporary Placement, Payroll, Sourcing, Executive Management, College Recruiting, Technical Recruiting, Onboarding, Leadership, Business Process
Education
San Francisco State University
Master of Business Administration
San Francisco State University
Bachelor of Arts in Business, Marketing
Tatum January 2013 - Present
Randstad Finance & Accounting and Randstad Human Resources March 1989 - Present
Skills
Hiring Employees, Temporary Staffing, Permanent Staffing, Employee Benefits, Employee Relations, Employment Law, Operations Management, Contract Administration, Facilities Management, Office Administration, Operational Efficiency, Payroll and Sales..., Insurance, Talent Acquisition, Contract Management, Recruiting, Business Development, Human Resources, Staffing Services, Contract Recruitment, Training, Applicant Tracking..., Contract Negotiation, Vendor Management, Talent Management, Account Management, Executive Search, Mergers & Acquisitions, Management, Temporary Placement, Payroll, Sourcing, Executive Management, College Recruiting, Technical Recruiting, Onboarding, Leadership, Business Process
Education
San Francisco State University
Master of Business Administration
San Francisco State University
Bachelor of Arts in Business, Marketing
Lisa Kingsley Lisa Kingsley's Tatum Experience 2007 - 2008
Job Independent Accounting and Management Consultant
Industry Nonprofit Organization Management
Experience
Lisa Kingsley Consulting November 2013 - Present
Association of Public Health Laboratories (APHL) March 2010 - November 2013
National Association of Social Workers July 2007 - March 2010
Tatum 2007 - 2008
Council for Higher Education Accreditation 2005 - 2006
University of Maryland 2000 - 2005
National Public Radio 1997 - 2000
Skills
Finance, Accounting, Audit Management, OMB Circular A-133, Federal Cooperative..., 401k, Form 5500, Executive Financial..., Not-for-Profit, Board of Directors..., Board of Directors..., Committee Liaison, Operations Management, IRS Forms 990 and 990-T, Cash Management, Cash Flow Forecasting, Corporate Insurance..., Indirect Cost Rate..., Federal Grants..., Budget, Budgets, Not for Profit, Financial Reporting, Internal Controls, Managerial Finance, Financial Analysis, Sarbanes-Oxley Act, Auditing, Accounts Payable, General Ledger, GAAP, Analysis, Nonprofits, Financial Statements, CPA, Payroll
Education
University of Maryland College Park 1991 — 1994
BA, Music/Piano Performance
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1974
BA, Political Science and Government
Carteret High School
Lisa Kingsley Consulting November 2013 - Present
Association of Public Health Laboratories (APHL) March 2010 - November 2013
National Association of Social Workers July 2007 - March 2010
Tatum 2007 - 2008
Council for Higher Education Accreditation 2005 - 2006
University of Maryland 2000 - 2005
National Public Radio 1997 - 2000
Skills
Finance, Accounting, Audit Management, OMB Circular A-133, Federal Cooperative..., 401k, Form 5500, Executive Financial..., Not-for-Profit, Board of Directors..., Board of Directors..., Committee Liaison, Operations Management, IRS Forms 990 and 990-T, Cash Management, Cash Flow Forecasting, Corporate Insurance..., Indirect Cost Rate..., Federal Grants..., Budget, Budgets, Not for Profit, Financial Reporting, Internal Controls, Managerial Finance, Financial Analysis, Sarbanes-Oxley Act, Auditing, Accounts Payable, General Ledger, GAAP, Analysis, Nonprofits, Financial Statements, CPA, Payroll
Education
University of Maryland College Park 1991 — 1994
BA, Music/Piano Performance
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1974
BA, Political Science and Government
Carteret High School
Don Hartman Don Hartman's Tatum Experience June 2006 - January 2007
Job
Industry Information Technology and Services
Experience
Fulcrum Consulting February 2012 - Present
Denton County Transportation Authority March 2012 - Present
Reflex Systems May 2010 - February 2012
Forsythe Solutions Group September 2008 - May 2010
GlassHouse Technologies March 2007 - September 2008
Tatum June 2006 - January 2007
Genesis10 October 2001 - June 2006
Nuclio 2000 - 2001
Cap Gemini Ernst & Young 1998 - 2000
International Network Services 1997 - 1998
Skills
Security, VMware, ITIL, Account Management, Cloud Computing, Professional Services, Business Development, Management Consulting, Recruiting, Solution Selling, Management, Integration, Business Analysis, Negotiation, Vendor Management, Project Management, Sales, New Business Development, Business Strategy, CRM, Team Leadership, Business Networking, Process Improvement, Strategic Planning, Program Management, Marketing, IT Strategy, Enterprise Software, Change Management, Cross-functional Team..., Consulting, Leadership, Business Intelligence, SDLC, Disaster Recovery, Data Center, SaaS, Business Process..., Business Process, Strategy, Outsourcing, Strategic Partnerships, Project Portfolio..., Networking, IT Management, Information Technology, Telecommunications, Enterprise Architecture, PMO, Managed Services
Education
Texas A&M University 1977 — 1981
BS, Electrical Engineering
Texas A&M University
BS Electical Engineering
Fulcrum Consulting February 2012 - Present
Denton County Transportation Authority March 2012 - Present
Reflex Systems May 2010 - February 2012
Forsythe Solutions Group September 2008 - May 2010
GlassHouse Technologies March 2007 - September 2008
Tatum June 2006 - January 2007
Genesis10 October 2001 - June 2006
Nuclio 2000 - 2001
Cap Gemini Ernst & Young 1998 - 2000
International Network Services 1997 - 1998
Skills
Security, VMware, ITIL, Account Management, Cloud Computing, Professional Services, Business Development, Management Consulting, Recruiting, Solution Selling, Management, Integration, Business Analysis, Negotiation, Vendor Management, Project Management, Sales, New Business Development, Business Strategy, CRM, Team Leadership, Business Networking, Process Improvement, Strategic Planning, Program Management, Marketing, IT Strategy, Enterprise Software, Change Management, Cross-functional Team..., Consulting, Leadership, Business Intelligence, SDLC, Disaster Recovery, Data Center, SaaS, Business Process..., Business Process, Strategy, Outsourcing, Strategic Partnerships, Project Portfolio..., Networking, IT Management, Information Technology, Telecommunications, Enterprise Architecture, PMO, Managed Services
Education
Texas A&M University 1977 — 1981
BS, Electrical Engineering
Texas A&M University
BS Electical Engineering
Jon Roche's Tatum Experience 2007 - December 2007
Job CFO
Industry Oil & Energy
Experience
ContourGlobal December 2014 - Present
Vias Energies Inc September 2013 - October 2014
EDF Renewable Energy October 2008 - August 2013
YOLO Colorhouse January 2008 - October 2008
Tatum 2007 - December 2007
LaCie July 2002 - April 2007
Ernst & Young September 1998 - July 2002
Mazars September 1997 - August 1998
Skills
Mergers & Acquisitions, IFRS, Auditing, Strategy, C-Level Leadership, Business Transformation, International Reporting, ERP Implementations, Business Performance..., Big 4, Strategic Decision..., Energy, Wind, Solar Power, Financial Accounting, US GAAP, Due Diligence, Turnaround Experience, Renewable Energy, Risk Management, Procure-to-Pay, Economics, SAP, Finance, Financial Analysis, Corporate Finance
Education
Ministry of Higher Education 1996 — 2001
C.A Chartered Accountant, Business Administration and Finance
Ministry of Higher Education, France 1994 — 1995
Master, Financial management and accounting
IAE Gustave Eiffel 1992 — 1994
Master of Science, accounting, finance, business administration
Université Paris-Est Créteil (UPEC) 1990 — 1992
B.Sc., Economics
Preparation for engineering schools 1989 — 1990
Mathematics and Physic
ContourGlobal December 2014 - Present
Vias Energies Inc September 2013 - October 2014
EDF Renewable Energy October 2008 - August 2013
YOLO Colorhouse January 2008 - October 2008
Tatum 2007 - December 2007
LaCie July 2002 - April 2007
Ernst & Young September 1998 - July 2002
Mazars September 1997 - August 1998
Skills
Mergers & Acquisitions, IFRS, Auditing, Strategy, C-Level Leadership, Business Transformation, International Reporting, ERP Implementations, Business Performance..., Big 4, Strategic Decision..., Energy, Wind, Solar Power, Financial Accounting, US GAAP, Due Diligence, Turnaround Experience, Renewable Energy, Risk Management, Procure-to-Pay, Economics, SAP, Finance, Financial Analysis, Corporate Finance
Education
Ministry of Higher Education 1996 — 2001
C.A Chartered Accountant, Business Administration and Finance
Ministry of Higher Education, France 1994 — 1995
Master, Financial management and accounting
IAE Gustave Eiffel 1992 — 1994
Master of Science, accounting, finance, business administration
Université Paris-Est Créteil (UPEC) 1990 — 1992
B.Sc., Economics
Preparation for engineering schools 1989 — 1990
Mathematics and Physic
Steven Lemke Steven Lemke's Tatum Experience December 2011 - Present
Job Partner at Tatum
Industry Hospital & Health Care
Experience
Tatum December 2011 - Present
MetroSouth Medical Center February 2010 - June 2011
Health Care Finance June 2003 - February 2010
Rockford Memorial Hospital June 2000 - June 2003
ServiceMaster Home Health Care, Inc. June 1997 - June 2000
St. Catherine Hospital January 1996 - January 1997
DCNHS St. Mary's Hospital January 1990 - October 1995
Skills
Internal Controls, Accounts Receivable, Healthcare, Business Planning, Physician Contracting, Managed Care Contrating, Revenue Cycle, Physicians, Hospitals, Accounting, Budgets, Healthcare Consulting, Financial Modeling, Variance Analysis, EHR, Team Building, Analysis, Mergers & Acquisitions, Nonprofits, Financial Services, Contract Management, Financial Reporting, Healthcare Management, Managed Care, Cash Flow, Home Care, HIPAA, Strategic Planning, Leadership, Project Management, Data Analysis, Financial Analysis, Medicare, Healthcare Information..., Process Improvement, Cash Flow Forecasting, Managerial Finance, Cross-functional Team..., New Business Development, Management, Strategic Consulting, Forecasting, Physician Relations, Auditing, Revenue Cycle Management, Strategy, Change Management, Training, Sarbanes-Oxley Act, Finance
Education
Keller Graduate School of Management of DeVry University 1978 — 1982
Master of Business Administration, Finance and Accounting
Northern Illinois University 1972 — 1976
Bachelor of Science, Finance and Economics
Tatum December 2011 - Present
MetroSouth Medical Center February 2010 - June 2011
Health Care Finance June 2003 - February 2010
Rockford Memorial Hospital June 2000 - June 2003
ServiceMaster Home Health Care, Inc. June 1997 - June 2000
St. Catherine Hospital January 1996 - January 1997
DCNHS St. Mary's Hospital January 1990 - October 1995
Skills
Internal Controls, Accounts Receivable, Healthcare, Business Planning, Physician Contracting, Managed Care Contrating, Revenue Cycle, Physicians, Hospitals, Accounting, Budgets, Healthcare Consulting, Financial Modeling, Variance Analysis, EHR, Team Building, Analysis, Mergers & Acquisitions, Nonprofits, Financial Services, Contract Management, Financial Reporting, Healthcare Management, Managed Care, Cash Flow, Home Care, HIPAA, Strategic Planning, Leadership, Project Management, Data Analysis, Financial Analysis, Medicare, Healthcare Information..., Process Improvement, Cash Flow Forecasting, Managerial Finance, Cross-functional Team..., New Business Development, Management, Strategic Consulting, Forecasting, Physician Relations, Auditing, Revenue Cycle Management, Strategy, Change Management, Training, Sarbanes-Oxley Act, Finance
Education
Keller Graduate School of Management of DeVry University 1978 — 1982
Master of Business Administration, Finance and Accounting
Northern Illinois University 1972 — 1976
Bachelor of Science, Finance and Economics
Frank Schools's Tatum Experience March 2006 - July 2012
Job Chief Financial Officer at Universal Services of America
Industry Security and Investigations
Experience
Universal Services of America September 2014 - Present
99 Cents Only Stores August 2012 - May 2014
Tatum March 2006 - July 2012
Pacific Sunwear July 1994 - January 2006
MacFrugals Bargains.Close-outs October 1991 - July 1994
Homebase July 1986 - October 1991
Grace Home Centers West April 1984 - July 1986
Allstate August 1979 - April 1984
Skills
SEC reporting, GAAP, Banking Relationships, Debt Offerings, IPO, Public Companies, Apparel, Debt, Retail Industry, Planning, Healthcare Industry, US GAAP, SOX, 10Q, Corporate Governance, Investor Relations, Financial Reporting, Strategic Planning, SEC filings, Sarbanes-Oxley Act, Accounting, Retail, Managerial Finance, Forecasting, Cash Flow, Financial Analysis, Analysis, Project Planning, Strategy, Finance, Due Diligence, Cost Accounting, Treasury Management, Cash Management, Management, Revenue Recognition, Auditing, SEC Filings
Education
California State University-Fullerton 1987 — 1989
MBA, Accounting
University of California, Riverside 1977 — 1979
BA, Economics/Administrative Studies
Universal Services of America September 2014 - Present
99 Cents Only Stores August 2012 - May 2014
Tatum March 2006 - July 2012
Pacific Sunwear July 1994 - January 2006
MacFrugals Bargains.Close-outs October 1991 - July 1994
Homebase July 1986 - October 1991
Grace Home Centers West April 1984 - July 1986
Allstate August 1979 - April 1984
Skills
SEC reporting, GAAP, Banking Relationships, Debt Offerings, IPO, Public Companies, Apparel, Debt, Retail Industry, Planning, Healthcare Industry, US GAAP, SOX, 10Q, Corporate Governance, Investor Relations, Financial Reporting, Strategic Planning, SEC filings, Sarbanes-Oxley Act, Accounting, Retail, Managerial Finance, Forecasting, Cash Flow, Financial Analysis, Analysis, Project Planning, Strategy, Finance, Due Diligence, Cost Accounting, Treasury Management, Cash Management, Management, Revenue Recognition, Auditing, SEC Filings
Education
California State University-Fullerton 1987 — 1989
MBA, Accounting
University of California, Riverside 1977 — 1979
BA, Economics/Administrative Studies
David G. Gullickson David G. Gullickson's Tatum Experience 2005 - Present
Job Partner, Tatum
Industry Oil & Energy
Experience
Tatum 2005 - Present
Greenfields Petroleum Corporation February 2011 - September 2012
Bigler LP August 2009 - March 2011
Rock Energy Resources, Inc. 2008 - 2009
Nova Biosource Fuels, Inc. 2006 - 2008
Vanco Energy Company 2006 - 2006
Precision Tube Holding Corporation 1995 - 2003
Tejas Power Corporation 1990 - 1995
Buttes Gas & Oil Co. 1987 - 1990
Ernst & Young LLP 1980 - 1984
Skills
Restructuring, SEC filings, Finance, Mergers & Acquisitions, Accounting, Acquisition Integration, Due Diligence, Auditing, CPA, Sarbanes-Oxley Act, IPO, Financial Analysis, Tax, Financial Reporting, Financial Modeling, Internal Controls, Divestitures, Cash Flow, US GAAP, Private Equity, Business Valuation, Managerial Finance, Strategic Financial..., Treasury Management, Revenue Recognition, IFRS, Internal Audit, Joint Ventures, Executive Management, Consolidation, Cash Management, Working Capital..., Corporate Governance, M&A experience, Corporate Development, GAAP, Risk Management, Venture Capital, Corporate Finance, Financial Audits, Cash Flow Forecasting, Energy, Sarbanes-Oxley, Treasury, Enterprise Risk..., Valuation, Cost Accounting, Acquisitions, Investor Relations, SEC Filings
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1979
Master of Professional Accounting (MPA), Graduate School: Accounting
The University of Texas at Austin
Bachelor of Arts (BBA), Economics
Tatum 2005 - Present
Greenfields Petroleum Corporation February 2011 - September 2012
Bigler LP August 2009 - March 2011
Rock Energy Resources, Inc. 2008 - 2009
Nova Biosource Fuels, Inc. 2006 - 2008
Vanco Energy Company 2006 - 2006
Precision Tube Holding Corporation 1995 - 2003
Tejas Power Corporation 1990 - 1995
Buttes Gas & Oil Co. 1987 - 1990
Ernst & Young LLP 1980 - 1984
Skills
Restructuring, SEC filings, Finance, Mergers & Acquisitions, Accounting, Acquisition Integration, Due Diligence, Auditing, CPA, Sarbanes-Oxley Act, IPO, Financial Analysis, Tax, Financial Reporting, Financial Modeling, Internal Controls, Divestitures, Cash Flow, US GAAP, Private Equity, Business Valuation, Managerial Finance, Strategic Financial..., Treasury Management, Revenue Recognition, IFRS, Internal Audit, Joint Ventures, Executive Management, Consolidation, Cash Management, Working Capital..., Corporate Governance, M&A experience, Corporate Development, GAAP, Risk Management, Venture Capital, Corporate Finance, Financial Audits, Cash Flow Forecasting, Energy, Sarbanes-Oxley, Treasury, Enterprise Risk..., Valuation, Cost Accounting, Acquisitions, Investor Relations, SEC Filings
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1979
Master of Professional Accounting (MPA), Graduate School: Accounting
The University of Texas at Austin
Bachelor of Arts (BBA), Economics
Rob Elias Rob Elias's Tatum Experience June 2012 - May 2013
Job
Industry Accounting
Experience
H. D. Smith February 2015 - Present
H. D. Smith June 2013 - February 2015
Tatum June 2012 - May 2013
Uline October 2007 - June 2012
Crane Plumbing LLC March 2007 - October 2007
The Martin-Brower Co. LLC April 2001 - January 2007
RR Donnelley & Sons March 2000 - April 2001
Solo Cup Company July 1997 - March 2000
Crown Imports, LLC February 1995 - July 1997
Skills
FAS 133, Forecasting, Financial Reporting, Financial Analysis, Cash Management, Financial Modeling, Internal Controls, Accounting, Strategic Financial..., FAS 52 / ASC 830, Foreign Currency..., FX Hedging, Operating Budgets, Transfer Pricing, Expatriate Tax, International Expansion, Cost Accounting, Inventory Analysis, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA
Northern Illinois University 1989 — 1994
B.S.
New Trier High School 1985 — 1989
High School Diploma
St. Lambert's 1977 — 1983
H. D. Smith February 2015 - Present
H. D. Smith June 2013 - February 2015
Tatum June 2012 - May 2013
Uline October 2007 - June 2012
Crane Plumbing LLC March 2007 - October 2007
The Martin-Brower Co. LLC April 2001 - January 2007
RR Donnelley & Sons March 2000 - April 2001
Solo Cup Company July 1997 - March 2000
Crown Imports, LLC February 1995 - July 1997
Skills
FAS 133, Forecasting, Financial Reporting, Financial Analysis, Cash Management, Financial Modeling, Internal Controls, Accounting, Strategic Financial..., FAS 52 / ASC 830, Foreign Currency..., FX Hedging, Operating Budgets, Transfer Pricing, Expatriate Tax, International Expansion, Cost Accounting, Inventory Analysis, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA
Northern Illinois University 1989 — 1994
B.S.
New Trier High School 1985 — 1989
High School Diploma
St. Lambert's 1977 — 1983
Stephanie Milne Stephanie Milne's Tatum Experience January 2012 - April 2012
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte July 2012 - August 2014
Tatum January 2012 - April 2012
Vanderbilt University August 2011 - April 2012
SHRM May 2011 - April 2012
Deloitte Consulting May 2011 - August 2011
JVS Toronto July 2008 - August 2008
Skills
Organizational..., Leadership, Strategic Thinking, Organizational..., Leadership Development, Management Consulting, Team Leadership, Change Management, Program Evaluation, Research, Workshop Facilitation, Strategic Communications, Entrepreneurship
Education
Queen's University
BSc(H), Psychology & Biology
Vanderbilt University, Peabody College of Education and Human Development
M.Ed, Organizational Leadership
Deloitte August 2014 - Present
Deloitte July 2012 - August 2014
Tatum January 2012 - April 2012
Vanderbilt University August 2011 - April 2012
SHRM May 2011 - April 2012
Deloitte Consulting May 2011 - August 2011
JVS Toronto July 2008 - August 2008
Skills
Organizational..., Leadership, Strategic Thinking, Organizational..., Leadership Development, Management Consulting, Team Leadership, Change Management, Program Evaluation, Research, Workshop Facilitation, Strategic Communications, Entrepreneurship
Education
Queen's University
BSc(H), Psychology & Biology
Vanderbilt University, Peabody College of Education and Human Development
M.Ed, Organizational Leadership
Henry Hilbert Henry Hilbert's Tatum Experience October 2011 - Present
Job Managing Partner at Tatum
Industry Management Consulting
Experience
Tatum October 2011 - Present
Resources Global Professionals November 1999 - September 2011
Deloitte September 1990 - October 1999
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Growth Strategies, Business Planning, Strategic Partnerships, Connecting People, Business Development, Team Building, Leadership, Management Consulting, Strategy, Finance, Cash Management, Strategic Planning, Risk Management, Financial Services, Management, Consulting, Auditing, Business Process..., Acquisition Integration, Internal Audit, Due Diligence, Financial Modeling, Professional Services, Executive Management, Mergers & Acquisitions
Education
Binghamton University 1986 — 1990
BS, Accounting
Binghamton University - School of Management 1986 — 1990
Bachelor of Science, Accounting
Tatum October 2011 - Present
Resources Global Professionals November 1999 - September 2011
Deloitte September 1990 - October 1999
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Growth Strategies, Business Planning, Strategic Partnerships, Connecting People, Business Development, Team Building, Leadership, Management Consulting, Strategy, Finance, Cash Management, Strategic Planning, Risk Management, Financial Services, Management, Consulting, Auditing, Business Process..., Acquisition Integration, Internal Audit, Due Diligence, Financial Modeling, Professional Services, Executive Management, Mergers & Acquisitions
Education
Binghamton University 1986 — 1990
BS, Accounting
Binghamton University - School of Management 1986 — 1990
Bachelor of Science, Accounting
Paul Patterson's Tatum Experience February 2005 - February 2012
Job Builder of High Functioning Teams/Operational Strategist
Industry Management Consulting
Experience
In Transition July 2015 - Present
North Highland April 2014 - Present
Global Heart Ministries June 2012 - Present
Association for Corporate Growth June 2009 - Present
Austin Street Center 2015 - 2015
BBVA Compass April 2011 - August 2014
Perficient February 2012 - April 2014
Tatum February 2005 - February 2012
North Dallas Chamber of Commerce 2007 - 2011
Jefferson Wells International February 2002 - March 2004
Skills
Organizational..., Change Management, Executive Coaching, Professional Services, Coaching, Business Development, Strategy, Team Building, Leadership, Leadership Development, Management, Mergers & Acquisitions, Executive Management, Budgets, Strategic Planning, Program Management, IT Strategy, Business Strategy, Entrepreneurship, Networking, CRM, Consulting, Training, Project Planning, Management Consulting, P&L Management, Business Process..., Marketing, Acquisition Integration, Start-ups, Business Planning, Cross-functional Team..., Process Improvement, Strategic Partnerships, Project Management, Operations Management
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1984
MBA, Finance
Baylor University 1976 — 1980
BBA, Economics and Management
In Transition July 2015 - Present
North Highland April 2014 - Present
Global Heart Ministries June 2012 - Present
Association for Corporate Growth June 2009 - Present
Austin Street Center 2015 - 2015
BBVA Compass April 2011 - August 2014
Perficient February 2012 - April 2014
Tatum February 2005 - February 2012
North Dallas Chamber of Commerce 2007 - 2011
Jefferson Wells International February 2002 - March 2004
Skills
Organizational..., Change Management, Executive Coaching, Professional Services, Coaching, Business Development, Strategy, Team Building, Leadership, Leadership Development, Management, Mergers & Acquisitions, Executive Management, Budgets, Strategic Planning, Program Management, IT Strategy, Business Strategy, Entrepreneurship, Networking, CRM, Consulting, Training, Project Planning, Management Consulting, P&L Management, Business Process..., Marketing, Acquisition Integration, Start-ups, Business Planning, Cross-functional Team..., Process Improvement, Strategic Partnerships, Project Management, Operations Management
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1984
MBA, Finance
Baylor University 1976 — 1980
BBA, Economics and Management
Scott Law's Tatum Experience March 2008 - July 2009
Job Southeast Managing Partner at Tatum, a Randstad company
Industry Management Consulting
Experience
Tatum, a Randstad company July 2014 - Present
University of Georgia March 2014 - Present
Georgia State University January 2009 - Present
Challenger, Gray & Christmas, Inc. September 2012 - July 2014
McCormick & Associates, LLC July 2009 - September 2012
Tatum March 2008 - July 2009
Bell Oaks Company May 2005 - May 2007
Home Depot At-Home Services 2004 - 2005
Oldcastle November 2003 - November 2004
Zep Inc. November 2000 - November 2003
Skills
Business Development, Management, Accounting, Auditing, Forecasting, Strategic Planning, Manufacturing, Management Consulting, Financial Analysis, Financial Reporting, Change Management, Financial Modeling, Finance, Leadership, Business Strategy, Team Building, Career Management, Human Resources, Recruiting, Operations Management, Analysis, Data Analysis, Performance Management, Start-ups, Strategy, Executive Management, Corporate Finance, Sales, Outplacement, Sales Management, Talent Management, Cross-functional Team..., Coaching, Organizational..., Leadership Development, Executive Coaching, Training, Consulting, Project Management, Competitive Analysis, Program Management, Due Diligence, Executive Search, Selling, Entrepreneurship
Education
University of Georgia - Terry College of Business 2002 — 2004
Executive MBA
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA
Excelsior College 1996 — 1996
AAS
Naval Nuclear Power School 1989 — 1994
Navy Nuclear Operator Certification
A.L.Brown High School 1985 — 1989
High School Diploma
Tatum, a Randstad company July 2014 - Present
University of Georgia March 2014 - Present
Georgia State University January 2009 - Present
Challenger, Gray & Christmas, Inc. September 2012 - July 2014
McCormick & Associates, LLC July 2009 - September 2012
Tatum March 2008 - July 2009
Bell Oaks Company May 2005 - May 2007
Home Depot At-Home Services 2004 - 2005
Oldcastle November 2003 - November 2004
Zep Inc. November 2000 - November 2003
Skills
Business Development, Management, Accounting, Auditing, Forecasting, Strategic Planning, Manufacturing, Management Consulting, Financial Analysis, Financial Reporting, Change Management, Financial Modeling, Finance, Leadership, Business Strategy, Team Building, Career Management, Human Resources, Recruiting, Operations Management, Analysis, Data Analysis, Performance Management, Start-ups, Strategy, Executive Management, Corporate Finance, Sales, Outplacement, Sales Management, Talent Management, Cross-functional Team..., Coaching, Organizational..., Leadership Development, Executive Coaching, Training, Consulting, Project Management, Competitive Analysis, Program Management, Due Diligence, Executive Search, Selling, Entrepreneurship
Education
University of Georgia - Terry College of Business 2002 — 2004
Executive MBA
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA
Excelsior College 1996 — 1996
AAS
Naval Nuclear Power School 1989 — 1994
Navy Nuclear Operator Certification
A.L.Brown High School 1985 — 1989
High School Diploma
Brian O'Neil Brian O'Neil's Tatum Experience August 2005 - November 2012
Job Vice President at HireBetter
Industry Human Resources
Experience
HireBetter July 2014 - Present
bkoAUSTIN November 2012 - June 2014
Tatum August 2005 - November 2012
Resources Global Professionals 2004 - 2005
Finacity Corporation 2001 - 2004
Superior Cabinets 1999 - 2001
Autobond Acceptance Corporation 1995 - 1999
Skills
SOX, IPO, Financial Control, Due Diligence, Management Consulting, Accounting, Acquisition Integration, Business Planning, ERP, Entrepreneurship, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Forecasting, GAAP, Governance, Internal Controls, Leadership, Management, Mergers, Mergers, Program Management, Restructuring, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Start-ups, Strategic Planning, Strategy, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1989 — 1993
BBA, Accounting & Finance
HireBetter July 2014 - Present
bkoAUSTIN November 2012 - June 2014
Tatum August 2005 - November 2012
Resources Global Professionals 2004 - 2005
Finacity Corporation 2001 - 2004
Superior Cabinets 1999 - 2001
Autobond Acceptance Corporation 1995 - 1999
Skills
SOX, IPO, Financial Control, Due Diligence, Management Consulting, Accounting, Acquisition Integration, Business Planning, ERP, Entrepreneurship, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Forecasting, GAAP, Governance, Internal Controls, Leadership, Management, Mergers, Mergers, Program Management, Restructuring, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Start-ups, Strategic Planning, Strategy, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1989 — 1993
BBA, Accounting & Finance
Colleen Lillie Colleen Lillie's Tatum Experience February 2013 - Present
Job Consulting Executive with Tatum / CFO at SMITH
Industry Management Consulting
Experience
SMITH January 2014 - Present
Tatum February 2013 - Present
Corbis April 2007 - December 2012
Ambassadors Group, Inc. / People to People Ambassador Programs 1999 - 2006
Spokane Mental Health 1996 - 1999
Coopers & Lybrand / Ernst & Young 1990 - 1995
Skills
Mergers, Financial Reporting, Strategic Planning, Leadership, Finance, Consolidation, Executive Management, Cash Flow, Integration, Financial Analysis, Strategic Partnerships, Managerial Finance, Financial Modeling, Business Strategy, Budgets, E-commerce, Mergers & Acquisitions, Strategic Financial..., Program Management, Corporate Finance, GAAP, Restructuring, SaaS, Management Consulting, P&L Management, Sarbanes-Oxley, Forecasting, Sarbanes-Oxley Act, Cross-functional Team..., Competitive Analysis, Acquisition Integration, Process Improvement, Analysis, Management, Change Management, Business Planning, US GAAP, Internal Controls, Business Process..., Investments, Digital Media, Financial Accounting, Business Analysis, Business Development, Accounting, Revenue Recognition
Education
California State University-Fullerton
BA - Business Administration & Accounting
SMITH January 2014 - Present
Tatum February 2013 - Present
Corbis April 2007 - December 2012
Ambassadors Group, Inc. / People to People Ambassador Programs 1999 - 2006
Spokane Mental Health 1996 - 1999
Coopers & Lybrand / Ernst & Young 1990 - 1995
Skills
Mergers, Financial Reporting, Strategic Planning, Leadership, Finance, Consolidation, Executive Management, Cash Flow, Integration, Financial Analysis, Strategic Partnerships, Managerial Finance, Financial Modeling, Business Strategy, Budgets, E-commerce, Mergers & Acquisitions, Strategic Financial..., Program Management, Corporate Finance, GAAP, Restructuring, SaaS, Management Consulting, P&L Management, Sarbanes-Oxley, Forecasting, Sarbanes-Oxley Act, Cross-functional Team..., Competitive Analysis, Acquisition Integration, Process Improvement, Analysis, Management, Change Management, Business Planning, US GAAP, Internal Controls, Business Process..., Investments, Digital Media, Financial Accounting, Business Analysis, Business Development, Accounting, Revenue Recognition
Education
California State University-Fullerton
BA - Business Administration & Accounting
Meagan (Kirk) Thompson CPA,MBA Meagan (Kirk) Thompson CPA,MBA's Tatum Experience 2006 - 2007
Job Senior Manager at Riveron Consulting, LP.
Industry Accounting
Experience
SEC Professionals Group 2014 - Present
Riveron Consulting 2014 - Present
T-Mobile US, Inc (formerly MetroPCS Communications, Inc) 2008 - 2014
Titan Global Holdings 2006 - 2008
Tatum 2006 - 2007
Praxair 2005 - 2006
Texas Gas Service 2000 - 2005
Maxwell Locke & Ritter 1997 - 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Variance Analysis, Auditing, GAAP, Internal Controls, Financial Analysis, SEC filings, Internal Audit, Revenue Recognition, General Ledger, US GAAP, Budgets, Finance, Forecasting, Financial Accounting, Cash Management, Consolidation, Financial Statements, Process Improvement, Financial Modeling, CPA, Managerial Finance, Sarbanes-Oxley, Technical Accounting..., Variable Interest..., Due Diligence, Corporate Finance, Corporate Financial..., Problem Solving, Cash Flow Statements, Cash Flow Forecasting, XBRL, Guarantor Financial..., Succession Planning, Controllers, SEC Filings
Education
St. Edward's University 2003 — 2004
M.B.A., Corporate Finance
Huston-Tillotson University 1997 — 1999
BA, Accounting
The University of Texas at Austin 1992 — 1996
Sociology
SEC Professionals Group 2014 - Present
Riveron Consulting 2014 - Present
T-Mobile US, Inc (formerly MetroPCS Communications, Inc) 2008 - 2014
Titan Global Holdings 2006 - 2008
Tatum 2006 - 2007
Praxair 2005 - 2006
Texas Gas Service 2000 - 2005
Maxwell Locke & Ritter 1997 - 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Variance Analysis, Auditing, GAAP, Internal Controls, Financial Analysis, SEC filings, Internal Audit, Revenue Recognition, General Ledger, US GAAP, Budgets, Finance, Forecasting, Financial Accounting, Cash Management, Consolidation, Financial Statements, Process Improvement, Financial Modeling, CPA, Managerial Finance, Sarbanes-Oxley, Technical Accounting..., Variable Interest..., Due Diligence, Corporate Finance, Corporate Financial..., Problem Solving, Cash Flow Statements, Cash Flow Forecasting, XBRL, Guarantor Financial..., Succession Planning, Controllers, SEC Filings
Education
St. Edward's University 2003 — 2004
M.B.A., Corporate Finance
Huston-Tillotson University 1997 — 1999
BA, Accounting
The University of Texas at Austin 1992 — 1996
Sociology
Lavonne Gregory, JD Lavonne Gregory, JD's Tatum Experience 2008 - 2009
Job Senior Consulting Manager IMA Consulting
Industry Hospital & Health Care
Experience
IMA Consulting June 2010 - Present
Bay Area Healthcare Advisors, LLC June 2008 - June 2010
Tatum 2008 - 2009
Mercy Health System June 2001 - June 2008
plymouth township police 1995 - 2001
Skills
Revenue Cycle, Revenue Cycle Management, EHR, Healthcare, Healthcare Consulting, Healthcare Management, Healthcare Information..., Hospitals, EMR, HIPAA, Medicare, Practice Management, Managed Care, Process Improvement, Healthcare Industry, Leadership, Medicaid, Medical Billing, Medical Coding
Education
Widener University School of Law 2000 — 2004
Juris Doctor, Law
Chestnut Hill College 1996 — 2000
B.A. and B.S.
IMA Consulting June 2010 - Present
Bay Area Healthcare Advisors, LLC June 2008 - June 2010
Tatum 2008 - 2009
Mercy Health System June 2001 - June 2008
plymouth township police 1995 - 2001
Skills
Revenue Cycle, Revenue Cycle Management, EHR, Healthcare, Healthcare Consulting, Healthcare Management, Healthcare Information..., Hospitals, EMR, HIPAA, Medicare, Practice Management, Managed Care, Process Improvement, Healthcare Industry, Leadership, Medicaid, Medical Billing, Medical Coding
Education
Widener University School of Law 2000 — 2004
Juris Doctor, Law
Chestnut Hill College 1996 — 2000
B.A. and B.S.
Nancy Falls Nancy Falls's Tatum Experience March 2007 - May 2013
Job CEO, Board Director, Author
Industry Executive Office
Experience
Avenue Bank June 2015 - Present
The Concinnity Company February 2015 - Present
Agrin Health August 2014 - Present
Westminster Presbyterian Church Legacy Fund August 2012 - Present
Louisville Presbyterian Theological Seminary 2011 - Present
Montgomery Morgan LLC June 2013 - February 2015
Tatum March 2007 - May 2013
Vanderbilt University 2002 - 2005
Ucar International (now GrafTech International) 1999 - 2001
Magnetek 1997 - 1999
Skills
Start-ups, Mergers, Financial Analysis, Restructuring, Consulting, Strategic Planning, Executive Management, Equities, Strategy, Interim Management, Risk Management, Acquisition Integration, Mergers & Acquisitions, Management Consulting, Healthcare, Management, Business Development, Private Equity, Leadership, Finance, Financial Services, IT Strategy
Education
Wellesley College
Bachelor's degree, Economics & Sociology
Adelphi University
MBA, Finance
Avenue Bank June 2015 - Present
The Concinnity Company February 2015 - Present
Agrin Health August 2014 - Present
Westminster Presbyterian Church Legacy Fund August 2012 - Present
Louisville Presbyterian Theological Seminary 2011 - Present
Montgomery Morgan LLC June 2013 - February 2015
Tatum March 2007 - May 2013
Vanderbilt University 2002 - 2005
Ucar International (now GrafTech International) 1999 - 2001
Magnetek 1997 - 1999
Skills
Start-ups, Mergers, Financial Analysis, Restructuring, Consulting, Strategic Planning, Executive Management, Equities, Strategy, Interim Management, Risk Management, Acquisition Integration, Mergers & Acquisitions, Management Consulting, Healthcare, Management, Business Development, Private Equity, Leadership, Finance, Financial Services, IT Strategy
Education
Wellesley College
Bachelor's degree, Economics & Sociology
Adelphi University
MBA, Finance
Bhavik Patel Bhavik Patel's Tatum Experience February 2008 - May 2008
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte May 2015 - Present
Peloton Group April 2014 - May 2015
TiE-Boston January 2011 - May 2014
Peloton July 2012 - April 2014
Peloton Group June 2011 - July 2012
Liberty Mutual February 2011 - May 2011
Liberty Mutual May 2009 - February 2011
Phase Forward May 2008 - March 2009
TiE Boston May 2004 - September 2008
Tatum February 2008 - May 2008
Skills
Hyperion, Financial Reporting, OBIEE, Video Editing, Adobe Creative Suite, Business Intelligence, Analytics, Analysis, Hyperion Enterprise, Dashboarding, Performance Dashboards, Executive Presentation..., Mobile Devices, Mobile Strategy, Mobile Security, Mobile Device Management, Competitive Analysis, Software Development, Project Management, Business Process, Web Analytics, Project Planning, Entrepreneurship, Financial Modeling, Strategy, Consulting, Management, Enterprise Architecture, Lead Generation, Professional Services, Strategic Planning, Enterprise Software, Business Development, Business Analysis, Management Consulting, Start-ups, SaaS, Leadership, Mobile Applications, Program Management, IT Strategy, Business Strategy, Product Management, ERP, Microsoft Excel, Finance, Financial Analysis, Microsoft Office
Education
Bentley University 2005 — 2009
BS & BA, Marketing & Media Arts (Double Major)/ IT & Law Minors
Royal Holloway, University of London
Information Technology Management, Human Resources Management/Personnel Administration, General
Deloitte May 2015 - Present
Peloton Group April 2014 - May 2015
TiE-Boston January 2011 - May 2014
Peloton July 2012 - April 2014
Peloton Group June 2011 - July 2012
Liberty Mutual February 2011 - May 2011
Liberty Mutual May 2009 - February 2011
Phase Forward May 2008 - March 2009
TiE Boston May 2004 - September 2008
Tatum February 2008 - May 2008
Skills
Hyperion, Financial Reporting, OBIEE, Video Editing, Adobe Creative Suite, Business Intelligence, Analytics, Analysis, Hyperion Enterprise, Dashboarding, Performance Dashboards, Executive Presentation..., Mobile Devices, Mobile Strategy, Mobile Security, Mobile Device Management, Competitive Analysis, Software Development, Project Management, Business Process, Web Analytics, Project Planning, Entrepreneurship, Financial Modeling, Strategy, Consulting, Management, Enterprise Architecture, Lead Generation, Professional Services, Strategic Planning, Enterprise Software, Business Development, Business Analysis, Management Consulting, Start-ups, SaaS, Leadership, Mobile Applications, Program Management, IT Strategy, Business Strategy, Product Management, ERP, Microsoft Excel, Finance, Financial Analysis, Microsoft Office
Education
Bentley University 2005 — 2009
BS & BA, Marketing & Media Arts (Double Major)/ IT & Law Minors
Royal Holloway, University of London
Information Technology Management, Human Resources Management/Personnel Administration, General
Robb Strukoff, CPA Robb Strukoff, CPA's Tatum Experience May 2012 - October 2012
Job CFO at Lyon Financial Services
Industry Accounting
Experience
Lyon Financial Services, LLC April 2015 - Present
FR&R October 2012 - April 2015
Tatum May 2012 - October 2012
All-American Care January 2011 - April 2012
Clifton Gunderson LLP August 2001 - May 2010
Skills
Financial Reporting, Due Diligence, Assurance Services, Tax Compliance, Risk Assessment, Internal Controls, Mergers & Acquisitions, Business Valuation, Auditing, Tax, Corporate Tax, Financial Statements, Cash Flow, Assurance
Education
Governors State University 1985 — 1986
BA, Accounting
Lyon Financial Services, LLC April 2015 - Present
FR&R October 2012 - April 2015
Tatum May 2012 - October 2012
All-American Care January 2011 - April 2012
Clifton Gunderson LLP August 2001 - May 2010
Skills
Financial Reporting, Due Diligence, Assurance Services, Tax Compliance, Risk Assessment, Internal Controls, Mergers & Acquisitions, Business Valuation, Auditing, Tax, Corporate Tax, Financial Statements, Cash Flow, Assurance
Education
Governors State University 1985 — 1986
BA, Accounting
Chuck Bridges Chuck Bridges's Tatum Experience 2007 - Present
Job COO | CFO | Interim CFO | Consultant | Turnarounds | Manufacturing | Software | Clean Tech | San Francisco
Industry Executive Office
Experience
Pacific Steel Casting Company - acquired by Speyside Equity 2010 - Present
Tatum 2007 - Present
C. L. Bryant, Inc. 2005 - 2006
Self-Employed 2002 - 2005
Tiburon, Inc. 1998 - 2002
SPL WorldGroup (USA), Inc. 1994 - 1998
Self-Employed 1990 - 1994
Burr-Brown Corporation 1990 - 1990
PepsiCo, Inc. 1985 - 1989
Smith Barney, Harris Upham & Co. Incorporated 1982 - 1984
Skills
Mergers & Acquisitions, Corporate Development, Mergers, Start-ups, Due Diligence, Executive Management, Strategic Planning, Risk Management, Financial Analysis, Corporate Finance, Business Development, Venture Capital, Business Planning, Financial Modeling, Management, Finance, Strategic Partnerships, Process Improvement, Accounting, Budgets, Analysis, Strategic Financial..., Management Consulting, Strategy, Financial Services, Acquisition Integration, IPO, Private Equity, Auditing, Restructuring
Education
Kellogg School of Management, Northwestern University
MBA, Finance, International Business and Management Policy
Cornell University
AB, Government and Economics
Pacific Steel Casting Company - acquired by Speyside Equity 2010 - Present
Tatum 2007 - Present
C. L. Bryant, Inc. 2005 - 2006
Self-Employed 2002 - 2005
Tiburon, Inc. 1998 - 2002
SPL WorldGroup (USA), Inc. 1994 - 1998
Self-Employed 1990 - 1994
Burr-Brown Corporation 1990 - 1990
PepsiCo, Inc. 1985 - 1989
Smith Barney, Harris Upham & Co. Incorporated 1982 - 1984
Skills
Mergers & Acquisitions, Corporate Development, Mergers, Start-ups, Due Diligence, Executive Management, Strategic Planning, Risk Management, Financial Analysis, Corporate Finance, Business Development, Venture Capital, Business Planning, Financial Modeling, Management, Finance, Strategic Partnerships, Process Improvement, Accounting, Budgets, Analysis, Strategic Financial..., Management Consulting, Strategy, Financial Services, Acquisition Integration, IPO, Private Equity, Auditing, Restructuring
Education
Kellogg School of Management, Northwestern University
MBA, Finance, International Business and Management Policy
Cornell University
AB, Government and Economics
Sheila Shanker's Tatum Experience 2009 - 2010
Job Writer, educator and consultant
Industry Writing and Editing
Experience
Nonprofit Finance: A Practical Guide for Controllers, CFOs, and Board Members 2015 - Present
University of Liverpool/Laureate ( AACSB accredited) August 2011 - Present
Brazil Californa Chamber of Commerce April 2012 - 2015
The Learning House August 2012 - November 2012
Tatum 2009 - 2010
TIOH February 2006 - January 2008
Oracle 1996 - 1997
Skills
SOX, Problem Solving, Policy, Accounting, Internal Controls, Internal Audit, Compliance, Audit, Financial Reporting, GAAP, US GAAP, Auditing, COSO, Training non-accountants, Training Board of..., Nonprofit organizations, Board of Directors, Board of Directors..., Board of Directors..., Nonprofits, Tax, Recruiting, Budgets, Financial Analysis, Training, Sarbanes-Oxley Act, CPA, Non-profits, Leadership, Mergers, Financial Modeling, Finance, Human Resources, Program Management, Process Improvement, Management, Cash Flow, Due Diligence, Cash Management, SEC filings, Mergers & Acquisitions
Education
National University 2015 — 2019
BA, Accounting
University of Phoenix
MBA, General management
Nonprofit Finance: A Practical Guide for Controllers, CFOs, and Board Members 2015 - Present
University of Liverpool/Laureate ( AACSB accredited) August 2011 - Present
Brazil Californa Chamber of Commerce April 2012 - 2015
The Learning House August 2012 - November 2012
Tatum 2009 - 2010
TIOH February 2006 - January 2008
Oracle 1996 - 1997
Skills
SOX, Problem Solving, Policy, Accounting, Internal Controls, Internal Audit, Compliance, Audit, Financial Reporting, GAAP, US GAAP, Auditing, COSO, Training non-accountants, Training Board of..., Nonprofit organizations, Board of Directors, Board of Directors..., Board of Directors..., Nonprofits, Tax, Recruiting, Budgets, Financial Analysis, Training, Sarbanes-Oxley Act, CPA, Non-profits, Leadership, Mergers, Financial Modeling, Finance, Human Resources, Program Management, Process Improvement, Management, Cash Flow, Due Diligence, Cash Management, SEC filings, Mergers & Acquisitions
Education
National University 2015 — 2019
BA, Accounting
University of Phoenix
MBA, General management
Matt Bock (mbock@thebraverygroup.com) Matt Bock (mbock@thebraverygroup.com)'s Tatum Experience August 2010 - July 2011
Job Founder/President at The Bravery Group
Industry Staffing and Recruiting
Experience
The Bravery Group July 2011 - Present
Falcons Hockey Association July 2010 - Present
Tatum August 2010 - July 2011
Harmer Associates July 1996 - July 2010
Arthur Andersen September 1993 - June 1996
Education
DePaul University 1989 — 1993
Bachelor of Science in Commerce, Accounting
Lakeridge 1985 — 1989
High School
The Bravery Group July 2011 - Present
Falcons Hockey Association July 2010 - Present
Tatum August 2010 - July 2011
Harmer Associates July 1996 - July 2010
Arthur Andersen September 1993 - June 1996
Education
DePaul University 1989 — 1993
Bachelor of Science in Commerce, Accounting
Lakeridge 1985 — 1989
High School
Suzy Stoll's Tatum Experience July 2009 - Present
Job Talent Management Partner at Tatum
Industry Accounting
Experience
Tatum July 2009 - Present
SNI Financial May 2007 - June 2009
InfoCurrent March 2005 - May 2007
Westwood College March 2004 - March 2005
TMP/Hudson Global 2003 - 2003
Robert Half Finance & Accounting 1998 - 2002
Cardinal Health 1994 - 1998
Baxter International Inc. 1994 - 1996
Baxter International Inc. 1994 - 1996
Skills
Talent Acquisition, Recruiting, Talent Management, Consulting, Strategy, Executive Search, Finance, Temporary Placement, Mergers & Acquisitions, Interviews, Professional Services, Auditing, Human Resources, Accounting, Sales, Technical Recruiting, Management Consulting, Cost Accounting, Training, Time Management, Employee Benefits, Tax, Sourcing, Manufacturing, Business Networking, Executive Networking
Education
Indiana University - Kelley School of Business 1992 — 1994
B.S., Finance and Mathematics
PCHS
Tatum July 2009 - Present
SNI Financial May 2007 - June 2009
InfoCurrent March 2005 - May 2007
Westwood College March 2004 - March 2005
TMP/Hudson Global 2003 - 2003
Robert Half Finance & Accounting 1998 - 2002
Cardinal Health 1994 - 1998
Baxter International Inc. 1994 - 1996
Baxter International Inc. 1994 - 1996
Skills
Talent Acquisition, Recruiting, Talent Management, Consulting, Strategy, Executive Search, Finance, Temporary Placement, Mergers & Acquisitions, Interviews, Professional Services, Auditing, Human Resources, Accounting, Sales, Technical Recruiting, Management Consulting, Cost Accounting, Training, Time Management, Employee Benefits, Tax, Sourcing, Manufacturing, Business Networking, Executive Networking
Education
Indiana University - Kelley School of Business 1992 — 1994
B.S., Finance and Mathematics
PCHS
Amy Ancira Amy Ancira's Tatum Experience August 2006 - June 2008
Job Director of Advisory Services at HireBetter
Industry Staffing and Recruiting
Experience
HireBetter February 2015 - Present
HireBetter July 2012 - February 2015
the ProFound group November 2009 - June 2012
Concentrique Executive Solutions July 2008 - November 2009
Tatum August 2006 - June 2008
Concentrique Executive Solutions June 2004 - July 2006
Connolly, Barber & Erzen Associates August 1998 - January 2003
Skills
Recruiting, Talent Acquisition, Executive Search, Technical Recruiting, Sourcing, Employee Relations, Human Resources, Strategic Planning, Talent Management, Leadership, Management, Contract Negotiation, Networking, Entrepreneurship, Internet Recruiting, Temporary Placement, Start-ups, Benefits Negotiation, Applicant Tracking..., Onboarding, Management Consulting, Strategy, Performance Management, Interviews
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Fine Arts (BFA)
Chatham University 1993 — 1995
HireBetter February 2015 - Present
HireBetter July 2012 - February 2015
the ProFound group November 2009 - June 2012
Concentrique Executive Solutions July 2008 - November 2009
Tatum August 2006 - June 2008
Concentrique Executive Solutions June 2004 - July 2006
Connolly, Barber & Erzen Associates August 1998 - January 2003
Skills
Recruiting, Talent Acquisition, Executive Search, Technical Recruiting, Sourcing, Employee Relations, Human Resources, Strategic Planning, Talent Management, Leadership, Management, Contract Negotiation, Networking, Entrepreneurship, Internet Recruiting, Temporary Placement, Start-ups, Benefits Negotiation, Applicant Tracking..., Onboarding, Management Consulting, Strategy, Performance Management, Interviews
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Fine Arts (BFA)
Chatham University 1993 — 1995
john fessler john fessler's Tatum Experience June 2010 - February 2011
Job Healthcare expert, EIR at Connect
Industry Hospital & Health Care
Experience
Santech, Inc. February 2011 - Present
Springboard San Diego January 2010 - Present
Tatum June 2010 - February 2011
HERAE, LLC August 2004 - December 2008
Trizetto April 2003 - July 2004
Med Unite October 2000 - March 2003
WESTERN HEALTHCARE STRATEGY PRACTICE January 1980 - January 2000
Skills
Strategy, Management, Mergers, Start-ups, Product Management, Strategic Planning, Strategic Partnerships, Sales, Healthcare Information..., Team Leadership, New Business Development, Business Development, SaaS, Forecasting, Program Management, Process Improvement, Healthcare, Outsourcing, Sales Operations, Executive Management, Budgets, CRM, Team Building, Sales Management, Entrepreneurship, Leadership, Marketing, Mergers & Acquisitions, Management Consulting, Business Planning, Account Management, Cloud Computing, Finance, Consulting, P&L Management, Negotiation, Business Strategy, Cross-functional Team...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
MBA
University of California, Berkeley
BS, Accounting and Finance
Santech, Inc. February 2011 - Present
Springboard San Diego January 2010 - Present
Tatum June 2010 - February 2011
HERAE, LLC August 2004 - December 2008
Trizetto April 2003 - July 2004
Med Unite October 2000 - March 2003
WESTERN HEALTHCARE STRATEGY PRACTICE January 1980 - January 2000
Skills
Strategy, Management, Mergers, Start-ups, Product Management, Strategic Planning, Strategic Partnerships, Sales, Healthcare Information..., Team Leadership, New Business Development, Business Development, SaaS, Forecasting, Program Management, Process Improvement, Healthcare, Outsourcing, Sales Operations, Executive Management, Budgets, CRM, Team Building, Sales Management, Entrepreneurship, Leadership, Marketing, Mergers & Acquisitions, Management Consulting, Business Planning, Account Management, Cloud Computing, Finance, Consulting, P&L Management, Negotiation, Business Strategy, Cross-functional Team...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
MBA
University of California, Berkeley
BS, Accounting and Finance
Dave Susalla's Tatum Experience March 2014 - Present
Job Principal at Tatum, a Randstad company
Industry Financial Services
Experience
Tatum March 2014 - Present
Chicago Children's Museum January 2010 - February 2014
Dominican University 2007 - August 2011
Chicago Children's Museum October 2009 - January 2010
Tatum LLC 2007 - January 2010
Altran Control Solutions 2004 - 2007
ProActive, Inc. 2002 - 2004
Hu-Friedy Mfg. Co., Inc. 1981 - 2001
Skills
Risk Management, Due Diligence, Internal Controls, Training, Sarbanes-Oxley Act, Process Improvement, Analysis, Internal Audit, Financial Analysis, Financial Reporting, Auditing, Mergers, Mergers & Acquisitions, Management, Business Planning, Accounting, Finance, Leadership, Strategic Planning, Cash Flow, Business Process, Cost Accounting, ERP
Education
Kellogg Graduate School of Management
Master of Business Administration (MBA)
University of Michigan
Bachelor of Business Administration (BBA)
Tatum March 2014 - Present
Chicago Children's Museum January 2010 - February 2014
Dominican University 2007 - August 2011
Chicago Children's Museum October 2009 - January 2010
Tatum LLC 2007 - January 2010
Altran Control Solutions 2004 - 2007
ProActive, Inc. 2002 - 2004
Hu-Friedy Mfg. Co., Inc. 1981 - 2001
Skills
Risk Management, Due Diligence, Internal Controls, Training, Sarbanes-Oxley Act, Process Improvement, Analysis, Internal Audit, Financial Analysis, Financial Reporting, Auditing, Mergers, Mergers & Acquisitions, Management, Business Planning, Accounting, Finance, Leadership, Strategic Planning, Cash Flow, Business Process, Cost Accounting, ERP
Education
Kellogg Graduate School of Management
Master of Business Administration (MBA)
University of Michigan
Bachelor of Business Administration (BBA)
Rhonda Rosen's Tatum Experience March 2010 - Present
Job
Industry Financial Services
Experience
R-Pharm US, LLC June 2015 - Present
RenovaCare, Inc. June 2013 - Present
Tatum March 2010 - Present
Vector Asset Management, Inc. April 2013 - Present
Armada Oil, Inc. May 2012 - March 2013
Tonix Pharmaceuticals, Inc. August 2010 - February 2012
Validus Pharmaceuticals LLC January 2008 - March 2010
Wood Creek Capital Management (affiliate of Mass Mutual Life Insurance Company) November 2006 - December 2007
Liability Solutions 2004 - 2005
Putnam Lovell NBF January 1999 - January 2003
Skills
Financial Operations, Private Equity, Investment Banking, SEC Financial Reporting, Early Stage Companies, Start-up Consulting, Due Diligence, Investor Relations, Investments, Finance, Venture Capital, Mergers & Acquisitions, Asset Management, Strategy, Financial Modeling, Executive Management, Valuation, Equities, Financial Services, Hedge Funds
Education
The Wharton School, University of Pennsylvania 1977 — 1979
MBA
The Wharton School, University of Pennsylvania 1974 — 1978
BS
Temple University - Fox School of Business and Management 1985 — 1987
MS
Lower Merion
Professional Designations and Activities
MBS/BS
R-Pharm US, LLC June 2015 - Present
RenovaCare, Inc. June 2013 - Present
Tatum March 2010 - Present
Vector Asset Management, Inc. April 2013 - Present
Armada Oil, Inc. May 2012 - March 2013
Tonix Pharmaceuticals, Inc. August 2010 - February 2012
Validus Pharmaceuticals LLC January 2008 - March 2010
Wood Creek Capital Management (affiliate of Mass Mutual Life Insurance Company) November 2006 - December 2007
Liability Solutions 2004 - 2005
Putnam Lovell NBF January 1999 - January 2003
Skills
Financial Operations, Private Equity, Investment Banking, SEC Financial Reporting, Early Stage Companies, Start-up Consulting, Due Diligence, Investor Relations, Investments, Finance, Venture Capital, Mergers & Acquisitions, Asset Management, Strategy, Financial Modeling, Executive Management, Valuation, Equities, Financial Services, Hedge Funds
Education
The Wharton School, University of Pennsylvania 1977 — 1979
MBA
The Wharton School, University of Pennsylvania 1974 — 1978
BS
Temple University - Fox School of Business and Management 1985 — 1987
MS
Lower Merion
Professional Designations and Activities
MBS/BS
John Parsons's Tatum Experience December 2008 - February 2012
Job FMA of NH Board Member, Consulting CFO
Industry Executive Office
Experience
Financial Management Association of NH March 2007 - Present
John Parsons Associates LLC December 2003 - Present
Measured Progress February 2012 - June 2015
Tatum December 2008 - February 2012
Rivier University June 2005 - February 2012
NitroSecurity April 2007 - November 2008
RSA Security April 2004 - June 2006
Agilent Technologies January 2002 - December 2003
Agilent Technologies January 2000 - December 2001
Hewlett Packard July 1986 - December 1999
Skills
Mergers, Finance, Start-ups, Strategy, Leadership, Due Diligence, Entrepreneurship, Cross-functional Team..., Management, Management Consulting, Business Development, Business Strategy, Restructuring, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Executive Management, Financial Modeling, Process Improvement, Strategic Partnerships, Change Management, Outsourcing, Business Planning, Risk Management, Managerial Finance, Private Equity, Venture Capital, Program Management, Training, Consulting, Accounting
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Strategy, Finance
California State University-Northridge 1977 — 1980
BS, Business Administration
Financial Management Association of NH March 2007 - Present
John Parsons Associates LLC December 2003 - Present
Measured Progress February 2012 - June 2015
Tatum December 2008 - February 2012
Rivier University June 2005 - February 2012
NitroSecurity April 2007 - November 2008
RSA Security April 2004 - June 2006
Agilent Technologies January 2002 - December 2003
Agilent Technologies January 2000 - December 2001
Hewlett Packard July 1986 - December 1999
Skills
Mergers, Finance, Start-ups, Strategy, Leadership, Due Diligence, Entrepreneurship, Cross-functional Team..., Management, Management Consulting, Business Development, Business Strategy, Restructuring, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Executive Management, Financial Modeling, Process Improvement, Strategic Partnerships, Change Management, Outsourcing, Business Planning, Risk Management, Managerial Finance, Private Equity, Venture Capital, Program Management, Training, Consulting, Accounting
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Strategy, Finance
California State University-Northridge 1977 — 1980
BS, Business Administration
Paula Schiff's Tatum Experience December 2012 - October 2013
Job Executive HR Talent Management and Business Partner, M&A and Change Management
Industry Human Resources
Experience
PK Schiff Consulting June 2007 - Present
Chevron February 2014 - Present
Equinix October 2013 - February 2014
Tatum December 2012 - October 2013
Electronic Arts February 2012 - November 2012
Resources Global Professionals September 2011 - January 2012
TCS/AKUNAWARE February 2011 - September 2011
SuccessFactors July 2009 - February 2011
Fujitsu June 2007 - November 2008
Activant Solutions, Inc 2003 - 2007
Skills
M&A due diligence, M&A Integration, Change Management, Organizational..., Organizational..., Organizational Change, Executive Development, Organizational Design, Employment Law, Global HR, Benefits Administration, Strategic Communications, Employee Relations, Compensation, Compensation Planning, Training, Talent Acquisition, Transition Management, Coaching, Contract Negotiation, Workforce Planning, Job Achitecture, Executive Management, Executive Coaching, Mergers, Human Resources, Personnel Management, Management, Deferred Compensation, Outsourcing, Recruiting, Mergers & Acquisitions, Performance Management, Strategy, Management Consulting, Succession Planning, Leadership, Employee Engagement, Leadership Development, Employee Benefits, Program Management, Cross-functional Team..., Due Diligence, Interviews, SaaS, Talent Management, Consulting
Education
California State University-Chico 1980 — 1984
B.S., Business Administration, Human Resources
California State University-Long Beach
PK Schiff Consulting June 2007 - Present
Chevron February 2014 - Present
Equinix October 2013 - February 2014
Tatum December 2012 - October 2013
Electronic Arts February 2012 - November 2012
Resources Global Professionals September 2011 - January 2012
TCS/AKUNAWARE February 2011 - September 2011
SuccessFactors July 2009 - February 2011
Fujitsu June 2007 - November 2008
Activant Solutions, Inc 2003 - 2007
Skills
M&A due diligence, M&A Integration, Change Management, Organizational..., Organizational..., Organizational Change, Executive Development, Organizational Design, Employment Law, Global HR, Benefits Administration, Strategic Communications, Employee Relations, Compensation, Compensation Planning, Training, Talent Acquisition, Transition Management, Coaching, Contract Negotiation, Workforce Planning, Job Achitecture, Executive Management, Executive Coaching, Mergers, Human Resources, Personnel Management, Management, Deferred Compensation, Outsourcing, Recruiting, Mergers & Acquisitions, Performance Management, Strategy, Management Consulting, Succession Planning, Leadership, Employee Engagement, Leadership Development, Employee Benefits, Program Management, Cross-functional Team..., Due Diligence, Interviews, SaaS, Talent Management, Consulting
Education
California State University-Chico 1980 — 1984
B.S., Business Administration, Human Resources
California State University-Long Beach
KC Ashok's Tatum Experience 2014 - Present
Job Engagement Partner at Tatum, a Randstad company
Industry Management Consulting
Experience
Tatum 2014 - Present
Crane & Co., Inc. (a portfolio company of LindsayGoldberg) 2008 - 2013
Avon Automotive ( a portfolio company of Red Diamond) October 2006 - 2008
Magnequench Inc ( a portfolio company of Invemed) 2004 - 2006
iPower Technology Inc 2002 - 2004
PSEG Global, Inc. 1998 - 2002
PSEG Global, Inc. 1994 - 2002
BOC - Ohmeda 1987 - 1994
Skills
Restructuring, Due Diligence, Project Finance, Private Equity, Divestitures, Venture Capital, Mergers, Strategic Planning, Financial Analysis, Finance, Corporate Finance, Mergers & Acquisitions, Investments, Start-ups, Valuation, Strategy, Executive Management, Management, Business Development, Investment Banking
Education
IMD Business School 1982 — 1984
MBA
The Institute of Chartered Accountants of India
C.A.
Bangalore University
Bachelor of Science
Tatum 2014 - Present
Crane & Co., Inc. (a portfolio company of LindsayGoldberg) 2008 - 2013
Avon Automotive ( a portfolio company of Red Diamond) October 2006 - 2008
Magnequench Inc ( a portfolio company of Invemed) 2004 - 2006
iPower Technology Inc 2002 - 2004
PSEG Global, Inc. 1998 - 2002
PSEG Global, Inc. 1994 - 2002
BOC - Ohmeda 1987 - 1994
Skills
Restructuring, Due Diligence, Project Finance, Private Equity, Divestitures, Venture Capital, Mergers, Strategic Planning, Financial Analysis, Finance, Corporate Finance, Mergers & Acquisitions, Investments, Start-ups, Valuation, Strategy, Executive Management, Management, Business Development, Investment Banking
Education
IMD Business School 1982 — 1984
MBA
The Institute of Chartered Accountants of India
C.A.
Bangalore University
Bachelor of Science
Mike Hammer's Tatum Experience April 2012 - Present
Job CFO at GMT Capital
Industry Oil & Energy
Experience
GMT Capital September 2012 - Present
Tatum April 2012 - Present
Prenova September 2006 - January 2012
The Home Depot June 2005 - June 2006
The Home Depot August 2001 - June 2005
GE Capital 1999 - 2001
General Electric 1985 - 2001
General Electric 1998 - 1999
GE 1987 - 1988
GE 1987 - 1988
Education
Weatherhead School of Management at Case Western Reserve University 1991 — 1993
MBA
Indiana University - Kelley School of Business 1981 — 1985
BS
GMT Capital September 2012 - Present
Tatum April 2012 - Present
Prenova September 2006 - January 2012
The Home Depot June 2005 - June 2006
The Home Depot August 2001 - June 2005
GE Capital 1999 - 2001
General Electric 1985 - 2001
General Electric 1998 - 1999
GE 1987 - 1988
GE 1987 - 1988
Education
Weatherhead School of Management at Case Western Reserve University 1991 — 1993
MBA
Indiana University - Kelley School of Business 1981 — 1985
BS
Rebecca Harner's Tatum Experience 2009 - October 2012
Job Owner / Operator at Space Walk of Snellville
Industry Financial Services
Experience
Space Walk of Snellville October 2011 - Present
Tatum 2009 - October 2012
Tatum, LLC 2001 - September 2011
ReMax Suburban Atlanta 1999 - 2000
E & P Periodontics 1997 - 1999
E & P Periodontics 1997 - 1999
Skills
PeopleSoft, Mergers, Executive Management, Strategic Planning, Accounting, ERP, Management, Business Development, Business Process..., Finance, Leadership, Process Improvement, Forecasting, Financial Analysis, Time Management, Start-ups, Management Consulting, Budgets, Email Marketing, Negotiation, Sales
Education
Dekalb Community College 1994 — 1996
Associate of Applied Science, Information & Office Technology
Space Walk of Snellville October 2011 - Present
Tatum 2009 - October 2012
Tatum, LLC 2001 - September 2011
ReMax Suburban Atlanta 1999 - 2000
E & P Periodontics 1997 - 1999
E & P Periodontics 1997 - 1999
Skills
PeopleSoft, Mergers, Executive Management, Strategic Planning, Accounting, ERP, Management, Business Development, Business Process..., Finance, Leadership, Process Improvement, Forecasting, Financial Analysis, Time Management, Start-ups, Management Consulting, Budgets, Email Marketing, Negotiation, Sales
Education
Dekalb Community College 1994 — 1996
Associate of Applied Science, Information & Office Technology
Carleton Wilkes, MPA, CIA, CPA's Tatum Experience January 2008 - February 2009
Job Internal Audit Leader Available
Industry Accounting
Experience
Available February 2009 - Present
Tatum January 2008 - February 2009
Jefferson Wells June 2004 - January 2008
Carleton S. Wilkes, CPA October 1998 - April 2001
Texas State Auditor's Office 1988 - 1999
Office of the State Auditor (Texas) October 1992 - October 1998
Education
Southwestern University 1972 — 1976
BBA, Accounting
The University of Texas at Austin
MPA, Auditing, Accounting
Available February 2009 - Present
Tatum January 2008 - February 2009
Jefferson Wells June 2004 - January 2008
Carleton S. Wilkes, CPA October 1998 - April 2001
Texas State Auditor's Office 1988 - 1999
Office of the State Auditor (Texas) October 1992 - October 1998
Education
Southwestern University 1972 — 1976
BBA, Accounting
The University of Texas at Austin
MPA, Auditing, Accounting
Thomas Fric's Tatum Experience 2007 - 2008
Job Manager, Systems & Security
Industry Information Technology and Services
Experience
Gwynn Group, Inc September 2008 - Present
Tatum 2007 - 2008
The Controller Group 2004 - 2005
Skills
IT Strategy, IT Management, Governance, Sarbanes-Oxley Act, Information Security..., Networking, Vendor Management, SDLC, Process Improvement, Business Intelligence, Security, Disaster Recovery, Information Technology, Data Center, IT Operations, PCI DSS, Information Security, Business Continuity, Network Security, CISSP, Computer Security, Enterprise Architecture, IT Audit
Education
Collin County Community College
Gwynn Group, Inc September 2008 - Present
Tatum 2007 - 2008
The Controller Group 2004 - 2005
Skills
IT Strategy, IT Management, Governance, Sarbanes-Oxley Act, Information Security..., Networking, Vendor Management, SDLC, Process Improvement, Business Intelligence, Security, Disaster Recovery, Information Technology, Data Center, IT Operations, PCI DSS, Information Security, Business Continuity, Network Security, CISSP, Computer Security, Enterprise Architecture, IT Audit
Education
Collin County Community College
Mark Heil's Tatum Experience August 2004 - July 2007
Job CFO
Industry Accounting
Experience
Ascendant Solutions July 2007 - Present
Tatum August 2004 - July 2007
Education
The University of Texas at Austin 1979 — 1983
Ascendant Solutions July 2007 - Present
Tatum August 2004 - July 2007
Education
The University of Texas at Austin 1979 — 1983
Abe Paul's Tatum Experience June 2004 - August 2008
Job Global Director of Internal Audit at KimberlyClark
Industry Accounting
Experience
Kimberly-Clark June 2015 - Present
Kimberly-Clark October 2012 - Present
Michaels Stores, Inc. September 2008 - October 2012
Tatum June 2004 - August 2008
KPMG 2003 - 2004
University at Albany 1998 - 2000
PwC 1996 - 1999
Skills
Six Sigma, Internal Audit, Accounting, SOX, SEC reporting, Process Improvement, Internal Controls, CPA, MBA, Sarbanes-Oxley Act, Strategy, Sarbanes-Oxley, Management, Leadership, Auditing, Financial Reporting, SEC filings, Enterprise Risk..., Team Leadership, IT Audit, Financial Analysis, GAAP, Business Process..., US GAAP, Cost Accounting, Forecasting, Finance, Consolidation, Revenue Recognition, Consulting, Risk Management
Education
State University of New York at Albany 1993 — 1996
Bachelor of Science (BS), Accounting
State University of New York at Albany
Master of Business Administration (MBA), MBA
Kimberly-Clark June 2015 - Present
Kimberly-Clark October 2012 - Present
Michaels Stores, Inc. September 2008 - October 2012
Tatum June 2004 - August 2008
KPMG 2003 - 2004
University at Albany 1998 - 2000
PwC 1996 - 1999
Skills
Six Sigma, Internal Audit, Accounting, SOX, SEC reporting, Process Improvement, Internal Controls, CPA, MBA, Sarbanes-Oxley Act, Strategy, Sarbanes-Oxley, Management, Leadership, Auditing, Financial Reporting, SEC filings, Enterprise Risk..., Team Leadership, IT Audit, Financial Analysis, GAAP, Business Process..., US GAAP, Cost Accounting, Forecasting, Finance, Consolidation, Revenue Recognition, Consulting, Risk Management
Education
State University of New York at Albany 1993 — 1996
Bachelor of Science (BS), Accounting
State University of New York at Albany
Master of Business Administration (MBA), MBA
Hal Van Horn's Tatum Experience December 1999 - June 2007
Job CFO Consultant at Mahathi Software
Industry Accounting
Experience
Patient Point June 2011 - June 2012
Entrepreneurial Resources August 2007 - February 2011
Tatum December 1999 - June 2007
Tatum Partners, LLP 1999 - 2006
CeLight 2001 - 2003
TRW August 1979 - April 1999
Education
Florida Institute of Technology 1980 — 1982
MBA, Logistics Planning
Rochester Institute of Technology 1972 — 1974
BS, Accounting
Monroe Community College 1970 — 1973
AAS, Business
Syracuse University 1965 — 1965
Architecture
Syracuse University 1964 — 1965
Patient Point June 2011 - June 2012
Entrepreneurial Resources August 2007 - February 2011
Tatum December 1999 - June 2007
Tatum Partners, LLP 1999 - 2006
CeLight 2001 - 2003
TRW August 1979 - April 1999
Education
Florida Institute of Technology 1980 — 1982
MBA, Logistics Planning
Rochester Institute of Technology 1972 — 1974
BS, Accounting
Monroe Community College 1970 — 1973
AAS, Business
Syracuse University 1965 — 1965
Architecture
Syracuse University 1964 — 1965
Gale McFall Senior Executive, JD Candidate's Tatum Experience 2005 - 2007
Job Audit (including PCI / FedRAMP) / Risk / Program Manager / Compliance Quality Director~IT Ops Mgmt~DR/BC Specialist
Industry Computer & Network Security
Experience
Fiserv 2013 - Present
Prescott and DeWitt LLC 2008 - 2013
Accretive Solutions July 2009 - August 2010
Perot Systems 2007 - 2008
Tatum 2005 - 2007
Jefferson Wells 2004 - 2005
Arbiter Consulting 2001 - 2004
ADDITIONAL EXPERIENCE 1996 - 2001
Skills
ERP (Lawson, SAP, JD..., HRIS, Payroll, Financials, GL/ AP Systems, SQL & DB2 Databases, EDI mapping, CGI-bin, Websphere, MQ Series, AS/400, Aldon, ACMS, Java, Visual, J++, C++, HTML, XML, Oshell, Lotus Domino, APIs, Btrieve, COBIT, Val IT, Sarbanes-Oxley, SOX 404, SAS70, ssae16, HIPPA, ISO 9000, SharePoint, Information Technology, Sarbanes-Oxley Act, Process Improvement, IT Audit, PMO, HIPAA
Education
Harvard University Extension School
Enrolled in Fall Term 2009
Kennedy Western University
Bachelor of Science, Computer Science
Kennedy Western University
Master of Science, Management Information Systems
Fiserv 2013 - Present
Prescott and DeWitt LLC 2008 - 2013
Accretive Solutions July 2009 - August 2010
Perot Systems 2007 - 2008
Tatum 2005 - 2007
Jefferson Wells 2004 - 2005
Arbiter Consulting 2001 - 2004
ADDITIONAL EXPERIENCE 1996 - 2001
Skills
ERP (Lawson, SAP, JD..., HRIS, Payroll, Financials, GL/ AP Systems, SQL & DB2 Databases, EDI mapping, CGI-bin, Websphere, MQ Series, AS/400, Aldon, ACMS, Java, Visual, J++, C++, HTML, XML, Oshell, Lotus Domino, APIs, Btrieve, COBIT, Val IT, Sarbanes-Oxley, SOX 404, SAS70, ssae16, HIPPA, ISO 9000, SharePoint, Information Technology, Sarbanes-Oxley Act, Process Improvement, IT Audit, PMO, HIPAA
Education
Harvard University Extension School
Enrolled in Fall Term 2009
Kennedy Western University
Bachelor of Science, Computer Science
Kennedy Western University
Master of Science, Management Information Systems
Geoffrey F. Toole's Tatum Experience May 2008 - December 2008
Job Marketing and Communcations Executive Retired
Industry Marketing and Advertising
Experience
Various financial and marketing communications companies throughout career. July 2013 - Present
Private Practice January 2009 - July 2013
Tatum May 2008 - December 2008
Pension Benefit Insurance Services, Inc. April 2004 - April 2008
TIAA-CREF February 1999 - January 2004
JPMorgan Chase March 1995 - February 1999
MidCoast Mortgage/Midlantic 1993 - 1995
Petty Officer - CT 1970 - 1994
Capital Vectors 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Marketing Communications, Marketing Strategy, Public Relations, Advertising, Integrated Marketing, Corporate Communications, Digital Marketing, Direct Marketing, Copywriting, Email Marketing, Marketing Management, Market Research, Leadership, Marketing, Internal Communications, Corporate Branding
Education
The New School 1977 — 1981
MA
Saint John's University 1973 — 1977
BS
Various financial and marketing communications companies throughout career. July 2013 - Present
Private Practice January 2009 - July 2013
Tatum May 2008 - December 2008
Pension Benefit Insurance Services, Inc. April 2004 - April 2008
TIAA-CREF February 1999 - January 2004
JPMorgan Chase March 1995 - February 1999
MidCoast Mortgage/Midlantic 1993 - 1995
Petty Officer - CT 1970 - 1994
Capital Vectors 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Marketing Communications, Marketing Strategy, Public Relations, Advertising, Integrated Marketing, Corporate Communications, Digital Marketing, Direct Marketing, Copywriting, Email Marketing, Marketing Management, Market Research, Leadership, Marketing, Internal Communications, Corporate Branding
Education
The New School 1977 — 1981
MA
Saint John's University 1973 — 1977
BS
Jeff Rooney's Tatum Experience 2007 - 2011
Job Managing Director at Martinville Dunn
Industry Hospital & Health Care
Experience
Martinville Dunn LLC 2010 - Present
University of Illinois Hospital & Health Sciences System 2013 - 2015
The MetroHealth System 2011 - 2013
Saint Agnes Medical Center 2009 - 2011
Tatum 2007 - 2011
St. Vincent’s Health System 2007 - 2008
Rush North Shore Medical Center 2003 - 2007
FTI Consulting 2000 - 2002
The Children's Memorial Medical Center 1988 - 2000
Amherst Associates 1983 - 1988
Skills
Healthcare, Finance, Healthcare Consulting, Hospitals, Revenue Cycle, Healthcare Industry, Healthcare Management, Management, Nonprofits, Financial Analysis, Strategic Planning, Public Speaking, Analysis, Medicare, Managed Care, Process Improvement, Healthcare Information..., Financial Reporting, Budgets, EHR, HIPAA, Leadership, Performance Improvement, Physicians, Data Analysis, Executive Management, Managerial Finance, Revenue Cycle Management, Policy, Medicaid, Informatics, Physician Relations, Practice Management, Team Building, Health Insurance, Capital Budgeting, Mergers & Acquisitions, Cost Accounting, Acquisition Integration
Education
Northwestern University
Master's Degree, English
Vanderbilt University
Master of Business Administration (M.B.A.), Finance
Millikin University
Bachelor's Degree
Martinville Dunn LLC 2010 - Present
University of Illinois Hospital & Health Sciences System 2013 - 2015
The MetroHealth System 2011 - 2013
Saint Agnes Medical Center 2009 - 2011
Tatum 2007 - 2011
St. Vincent’s Health System 2007 - 2008
Rush North Shore Medical Center 2003 - 2007
FTI Consulting 2000 - 2002
The Children's Memorial Medical Center 1988 - 2000
Amherst Associates 1983 - 1988
Skills
Healthcare, Finance, Healthcare Consulting, Hospitals, Revenue Cycle, Healthcare Industry, Healthcare Management, Management, Nonprofits, Financial Analysis, Strategic Planning, Public Speaking, Analysis, Medicare, Managed Care, Process Improvement, Healthcare Information..., Financial Reporting, Budgets, EHR, HIPAA, Leadership, Performance Improvement, Physicians, Data Analysis, Executive Management, Managerial Finance, Revenue Cycle Management, Policy, Medicaid, Informatics, Physician Relations, Practice Management, Team Building, Health Insurance, Capital Budgeting, Mergers & Acquisitions, Cost Accounting, Acquisition Integration
Education
Northwestern University
Master's Degree, English
Vanderbilt University
Master of Business Administration (M.B.A.), Finance
Millikin University
Bachelor's Degree
Michael J. Reczek's Tatum Experience September 2006 - Present
Job Principal, Consulting Services Tatum
Industry Information Technology and Services
Experience
Tatum September 2006 - Present
TransCore July 2004 - June 2006
Tellabs September 1990 - April 2003
Intercontinental Financial Group of North America October 1985 - September 1990
Inland Steel Company December 1981 - October 1985
Skills
Program Management, PMO, Project Portfolio..., Business Process..., IT Strategy, Strategic Planning, Organizational..., Management Consulting, Professional Services, Change Management, Business Transformation, Governance, Vendor Management, ERP, Software Development, Consulting, Business Intelligence, Product Management, Project Management, Outsourcing, Cross-functional Team...
Education
DePaul University
MBA
University of Illinois at Chicago
MS, Computer Science
University of Illinois at Chicago
BS, Mathematics and Computer Science
Tatum September 2006 - Present
TransCore July 2004 - June 2006
Tellabs September 1990 - April 2003
Intercontinental Financial Group of North America October 1985 - September 1990
Inland Steel Company December 1981 - October 1985
Skills
Program Management, PMO, Project Portfolio..., Business Process..., IT Strategy, Strategic Planning, Organizational..., Management Consulting, Professional Services, Change Management, Business Transformation, Governance, Vendor Management, ERP, Software Development, Consulting, Business Intelligence, Product Management, Project Management, Outsourcing, Cross-functional Team...
Education
DePaul University
MBA
University of Illinois at Chicago
MS, Computer Science
University of Illinois at Chicago
BS, Mathematics and Computer Science
Betsy Christie's Tatum Experience January 2014 - September 2014
Job Finance Director at Port of Long Beach
Industry Executive Office
Experience
Port of Long Beach December 2014 - Present
Alameda Corridor Transportation Authority January 2015 - Present
Fuller Center for Housing of Los Angeles March 2014 - March 2015
T3 Micro October 2014 - December 2014
Tatum January 2014 - September 2014
NYK Terminals November 2008 - December 2013
LifeMasters Supported SelfCare June 2003 - March 2009
ZC Sterling January 1998 - April 2003
in Accounting & Finance 1985 - 1998
Skills
Financial Reporting, Process Improvement, Strategic Planning, Operations Management, Leadership, Trusted Business Advisor, Start-ups, Financial Analysis, Cost Reduction..., Defining KPIs and..., High-growth Companies, Creating Scalable..., Supporting Rapid Growth, Redefining P&L, Bridging Communication..., Growth Strategies, Accelerating Financial..., Mergers & Acquisitions, Project Planning, Legal Liaison, Strategy, Executive Leadership, Fiscal Leadership, Forecasting, Management, Accounting, Merging Corporate..., Increasing..., Information Systems, Multidivision Financial..., Consulting, Mergers, Team Leadership, Achieving Synergies, Business Modeling, Expense Management, Facilitating Improved..., Compliance, Increasing Transparancy, Elevating Performance, Corporate Accounting, Corporate Budgeting, Finance Operations, Container, Rapid Promotions, Shipping, Ports, Logistics, Finance, Corporate Finance
Education
California State University-Fullerton
Master of Business Administration (MBA), Accounting, Graduated with Honors
California State University-Fullerton
Bachelor of Arts (BA), Accounting
Port of Long Beach December 2014 - Present
Alameda Corridor Transportation Authority January 2015 - Present
Fuller Center for Housing of Los Angeles March 2014 - March 2015
T3 Micro October 2014 - December 2014
Tatum January 2014 - September 2014
NYK Terminals November 2008 - December 2013
LifeMasters Supported SelfCare June 2003 - March 2009
ZC Sterling January 1998 - April 2003
in Accounting & Finance 1985 - 1998
Skills
Financial Reporting, Process Improvement, Strategic Planning, Operations Management, Leadership, Trusted Business Advisor, Start-ups, Financial Analysis, Cost Reduction..., Defining KPIs and..., High-growth Companies, Creating Scalable..., Supporting Rapid Growth, Redefining P&L, Bridging Communication..., Growth Strategies, Accelerating Financial..., Mergers & Acquisitions, Project Planning, Legal Liaison, Strategy, Executive Leadership, Fiscal Leadership, Forecasting, Management, Accounting, Merging Corporate..., Increasing..., Information Systems, Multidivision Financial..., Consulting, Mergers, Team Leadership, Achieving Synergies, Business Modeling, Expense Management, Facilitating Improved..., Compliance, Increasing Transparancy, Elevating Performance, Corporate Accounting, Corporate Budgeting, Finance Operations, Container, Rapid Promotions, Shipping, Ports, Logistics, Finance, Corporate Finance
Education
California State University-Fullerton
Master of Business Administration (MBA), Accounting, Graduated with Honors
California State University-Fullerton
Bachelor of Arts (BA), Accounting
Kathy Shea's Tatum Experience October 2008 - August 2012
Job Chief Financial Officer, CFO • Senior Financial Executive
Industry Hospital & Health Care
Experience
AdvoServ September 2012 - Present
Tatum October 2008 - August 2012
Destiny Health July 2004 - August 2008
Capital Thinking, Inc. June 2000 - November 2003
Hyatt Hotels Corporation January 1994 - June 2000
Coopers & Lybrand August 1992 - January 1994
Electra Partners January 1989 - September 1990
The Chase Manhattan Bank August 1986 - January 1989
Skills
Mergers & Acquisitions, Strategy, Finance, Due Diligence, Corporate Finance, Financial Reporting, Risk Management, Budgets, Accounting, Auditing, Leadership, Management, Strategic Planning, Internal Controls, Private Equity, Mergers, Strategic Partnerships, Financial Analysis, Business Strategy, Analysis, Project Management, Executive Management, Restructuring, Marketing, Insurance, Employee Benefits, Forecasting
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Marketing
Smith College 1982 — 1986
Bachelor's Degree, Economics and French
AdvoServ September 2012 - Present
Tatum October 2008 - August 2012
Destiny Health July 2004 - August 2008
Capital Thinking, Inc. June 2000 - November 2003
Hyatt Hotels Corporation January 1994 - June 2000
Coopers & Lybrand August 1992 - January 1994
Electra Partners January 1989 - September 1990
The Chase Manhattan Bank August 1986 - January 1989
Skills
Mergers & Acquisitions, Strategy, Finance, Due Diligence, Corporate Finance, Financial Reporting, Risk Management, Budgets, Accounting, Auditing, Leadership, Management, Strategic Planning, Internal Controls, Private Equity, Mergers, Strategic Partnerships, Financial Analysis, Business Strategy, Analysis, Project Management, Executive Management, Restructuring, Marketing, Insurance, Employee Benefits, Forecasting
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Marketing
Smith College 1982 — 1986
Bachelor's Degree, Economics and French
David J Maxwell CPA's Tatum Experience 2006 - 2009
Job Independent Consultant
Industry Financial Services
Experience
Maxwell Accounting & Consulting January 2009 - Present
Tatum 2006 - 2009
Medical Distribution Solutions, Inc. 2002 - 2003
Georgia Lighting (a Home Depot Company) 1999 - 2001
Stratus Petroleum Corp. 1993 - 1999
Ernst & Young, LLP 1984 - 1993
Goldenberg Rosenthal Company 1980 - 1984
Skills
Accounting, Forecasting, SEC filings, Variance Analysis, Financial Reporting, Acquisition Integration, Internal Controls, Finance, Auditing, Budgets, Financial Analysis, Sarbanes-Oxley Act
Education
Temple University - Fox School of Business and Management 1977 — 1980
Maxwell Accounting & Consulting January 2009 - Present
Tatum 2006 - 2009
Medical Distribution Solutions, Inc. 2002 - 2003
Georgia Lighting (a Home Depot Company) 1999 - 2001
Stratus Petroleum Corp. 1993 - 1999
Ernst & Young, LLP 1984 - 1993
Goldenberg Rosenthal Company 1980 - 1984
Skills
Accounting, Forecasting, SEC filings, Variance Analysis, Financial Reporting, Acquisition Integration, Internal Controls, Finance, Auditing, Budgets, Financial Analysis, Sarbanes-Oxley Act
Education
Temple University - Fox School of Business and Management 1977 — 1980
Benton Brown's Tatum Experience April 2013 - November 2014
Job Systemically Important Financial Institutions
Industry Investment Management
Experience
RGP November 2014 - Present
Tatum April 2013 - November 2014
Old Mutual (Bermuda) Ltd. January 2011 - February 2013
Resources Global Professionals November 2005 - December 2010
Aetna May 2000 - November 2005
KPMG September 1999 - March 2000
Rioux, Brown & Company March 1996 - September 1999
Shawmut National 1992 - 1996
Connecticut Savings Bank 1988 - 1990
Skills
Enterprise Risk..., Risk Management, Risk, Capital Markets, Financial Risk, Derivatives and hedging, Liquidity risk, Market risk, Solvency II, VAR, Economic Capital, RAROC, Annuities, Health Insurance, Bank Treasury, Regulatory Liaison, Derivatives, Credit Derivatives, M&A experience, FSA, Emerging Markets, Liquidity Risk, Investment Strategies, IT Audit, FX Options, Commercial Banking, Market Risk, Venture Capital, Mortgage Lending, Risk Management..., Economics, Strategy, Budgets, Currency, Business Planning, Fixed Annuities, Hedging, Capital, Quantitative Analytics, Asset Allocation, Liquidity, Cash Management, Investor Relations, Stress Testing, Retail Banking, Asset, Treasury, Financial Risk..., Regulations, Hedge Funds
Education
Trinity College-Hartford 2001 — 2004
MA, Economics
Columbia University in the City of New York 1977 — 1981
BA, Poli Sci
RGP November 2014 - Present
Tatum April 2013 - November 2014
Old Mutual (Bermuda) Ltd. January 2011 - February 2013
Resources Global Professionals November 2005 - December 2010
Aetna May 2000 - November 2005
KPMG September 1999 - March 2000
Rioux, Brown & Company March 1996 - September 1999
Shawmut National 1992 - 1996
Connecticut Savings Bank 1988 - 1990
Skills
Enterprise Risk..., Risk Management, Risk, Capital Markets, Financial Risk, Derivatives and hedging, Liquidity risk, Market risk, Solvency II, VAR, Economic Capital, RAROC, Annuities, Health Insurance, Bank Treasury, Regulatory Liaison, Derivatives, Credit Derivatives, M&A experience, FSA, Emerging Markets, Liquidity Risk, Investment Strategies, IT Audit, FX Options, Commercial Banking, Market Risk, Venture Capital, Mortgage Lending, Risk Management..., Economics, Strategy, Budgets, Currency, Business Planning, Fixed Annuities, Hedging, Capital, Quantitative Analytics, Asset Allocation, Liquidity, Cash Management, Investor Relations, Stress Testing, Retail Banking, Asset, Treasury, Financial Risk..., Regulations, Hedge Funds
Education
Trinity College-Hartford 2001 — 2004
MA, Economics
Columbia University in the City of New York 1977 — 1981
BA, Poli Sci
Su Khaing's Tatum Experience March 2008 - January 2010
Job Group Controller at Allflex Corporation
Industry Farming
Experience
Allflex Corporation September 2013 - Present
SoftLayer Technologies, Inc. July 2012 - September 2013
Genband January 2011 - July 2012
BancTec January 2010 - December 2010
Tatum March 2008 - January 2010
Celanese February 2007 - March 2008
Celanese October 2005 - February 2007
Celanese October 2003 - October 2005
TXU June 1999 - October 2003
Skills
Financial Reporting, Process Improvement, Accounting, General Ledger, SEC filings, Forecasting, SAP, Sarbanes-Oxley Act
Education
New Mexico State University 1995 — 1999
Bachelor of Accountancy, Accounting
New Mexico State University 1995 — 1999
Bachelor of Business Administration (BBA), International Business
Allflex Corporation September 2013 - Present
SoftLayer Technologies, Inc. July 2012 - September 2013
Genband January 2011 - July 2012
BancTec January 2010 - December 2010
Tatum March 2008 - January 2010
Celanese February 2007 - March 2008
Celanese October 2005 - February 2007
Celanese October 2003 - October 2005
TXU June 1999 - October 2003
Skills
Financial Reporting, Process Improvement, Accounting, General Ledger, SEC filings, Forecasting, SAP, Sarbanes-Oxley Act
Education
New Mexico State University 1995 — 1999
Bachelor of Accountancy, Accounting
New Mexico State University 1995 — 1999
Bachelor of Business Administration (BBA), International Business
Gina M. Swallows, MBA's Tatum Experience 2006 - 2009
Job HR & Talent Strategy Leader at TriZetto, A Cognizant Company
Industry Information Technology and Services
Experience
TriZetto, A Cognizant Company July 2014 - Present
TriZetto, A Cognizant Company 2012 - July 2014
Merlin International March 2010 - August 2012
Tatum 2006 - 2009
DaVita March 2004 - September 2006
Agilera 1995 - 2003
Skills
Talent Acquisition, Recruiting, Human Resources, Leadership, Technical Recruiting, Executive Search, Talent Management, Employer Branding, Management, Training, Applicant Tracking..., Coaching, Team Management, Hiring, Full-cycle Recruiting
Education
Loyola University New Orleans 1989 — 1994
BBA and MBA, Marketing and Business Administration
TriZetto, A Cognizant Company July 2014 - Present
TriZetto, A Cognizant Company 2012 - July 2014
Merlin International March 2010 - August 2012
Tatum 2006 - 2009
DaVita March 2004 - September 2006
Agilera 1995 - 2003
Skills
Talent Acquisition, Recruiting, Human Resources, Leadership, Technical Recruiting, Executive Search, Talent Management, Employer Branding, Management, Training, Applicant Tracking..., Coaching, Team Management, Hiring, Full-cycle Recruiting
Education
Loyola University New Orleans 1989 — 1994
BBA and MBA, Marketing and Business Administration
Cameron Stone's Tatum Experience April 2008 - Present
Job ICRS Manager, Tatum
Industry Accounting
Experience
Tatum April 2008 - Present
Nortel May 2007 - March 2008
Nortel 2004 - 2007
PricewaterhouseCoopers 1999 - 2001
Education
Southern Methodist University - Cox School of Business 1998 — 1999
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
BBA, Accounting
Tatum April 2008 - Present
Nortel May 2007 - March 2008
Nortel 2004 - 2007
PricewaterhouseCoopers 1999 - 2001
Education
Southern Methodist University - Cox School of Business 1998 — 1999
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
BBA, Accounting
Terry Ford's Tatum Experience April 2008 - October 2008
Job Retired at NoCompany
Industry Executive Office
Experience
No-Company June 2013 - Present
Siemens Enterprise Communications November 2008 - November 2010
Tatum April 2008 - October 2008
Agilex Technologies September 2006 - July 2007
Citigroup Global Transaction Services (GTS) May 2004 - July 2006
BearingPoint January 2002 - May 2004
Oracle April 2000 - December 2001
Oracle June 1992 - April 2000
Telos Corporation September 1989 - May 1992
BDM May 1982 - September 1989
Skills
Financial Reporting, Forecasting, Budgets, Managerial Finance, Process Improvement, Risk Management, Strategic Planning, Business Planning, Accounting, Executive Management, Sales Operations, Management, Finance, Enterprise Software, Auditing, Analysis, Cash Management, Pricing, Leadership, Contract Management, CRM, Program Management, Business Development, Contract Negotiation, Business Intelligence, Sales, Sales Management, Professional Services, Business Process..., Management Consulting, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, SaaS, Consulting, Business Alliances, Cross-functional Team..., Product Management, Outsourcing, Account Management, Acquisition Integration, Revenue Recognition, Solution Selling, New Business Development, Strategic Partnerships, Managed Services, Cloud Computing, Business Process, ERP
Education
St. Mary's University 1973 — 1975
BBA, Accounting
No-Company June 2013 - Present
Siemens Enterprise Communications November 2008 - November 2010
Tatum April 2008 - October 2008
Agilex Technologies September 2006 - July 2007
Citigroup Global Transaction Services (GTS) May 2004 - July 2006
BearingPoint January 2002 - May 2004
Oracle April 2000 - December 2001
Oracle June 1992 - April 2000
Telos Corporation September 1989 - May 1992
BDM May 1982 - September 1989
Skills
Financial Reporting, Forecasting, Budgets, Managerial Finance, Process Improvement, Risk Management, Strategic Planning, Business Planning, Accounting, Executive Management, Sales Operations, Management, Finance, Enterprise Software, Auditing, Analysis, Cash Management, Pricing, Leadership, Contract Management, CRM, Program Management, Business Development, Contract Negotiation, Business Intelligence, Sales, Sales Management, Professional Services, Business Process..., Management Consulting, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, SaaS, Consulting, Business Alliances, Cross-functional Team..., Product Management, Outsourcing, Account Management, Acquisition Integration, Revenue Recognition, Solution Selling, New Business Development, Strategic Partnerships, Managed Services, Cloud Computing, Business Process, ERP
Education
St. Mary's University 1973 — 1975
BBA, Accounting
Mark Dunda's Tatum Experience 2006 - Present
Job Director at Tatum
Industry Accounting
Experience
Tatum 2006 - Present
Genband (formerly General Bandwidth) 2000 - 2006
TANKNOLOGY-NDE, INC. 1999 - 2000
Ross Technology 1997 - 1998
PricewaterhouseCoopers 1994 - 1997
Skills
SEC filings, Financial Audits, CPA, Tax, Auditing, Process Improvement, Revenue Recognition, GAAP, General Ledger, Accounting, Internal Controls, Account Reconciliation, Finance, Financial Accounting, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, Budgets, US GAAP, External Audit, Payroll, Managerial Finance, SEC Filings, Sarbanes-Oxley, Valuation
Education
The University of Texas at Austin 1989 — 1994
Master in Professional Accounting and Bachelor in Business Administration, Accounting
Tatum 2006 - Present
Genband (formerly General Bandwidth) 2000 - 2006
TANKNOLOGY-NDE, INC. 1999 - 2000
Ross Technology 1997 - 1998
PricewaterhouseCoopers 1994 - 1997
Skills
SEC filings, Financial Audits, CPA, Tax, Auditing, Process Improvement, Revenue Recognition, GAAP, General Ledger, Accounting, Internal Controls, Account Reconciliation, Finance, Financial Accounting, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, Budgets, US GAAP, External Audit, Payroll, Managerial Finance, SEC Filings, Sarbanes-Oxley, Valuation
Education
The University of Texas at Austin 1989 — 1994
Master in Professional Accounting and Bachelor in Business Administration, Accounting
Shelly Donovan's Tatum Experience February 2007 - November 2009
Job Regional Sales Manager at LoneStar Staffing
Industry Staffing and Recruiting
Experience
LoneStar Staffing May 2015 - Present
Remax Heritage Realty Group April 2015 - Present
Select Staffing November 2009 - June 2014
Tatum February 2007 - November 2009
Robert Half International 2001 - 2004
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Technical Recruiting, Recruiting, Talent Management, Internet Recruiting, Human Resources, Employer Branding, Sourcing, Benefits Negotiation, Benefits Administration, Leadership, Management, Sales
Education
Tarrant County College
LoneStar Staffing May 2015 - Present
Remax Heritage Realty Group April 2015 - Present
Select Staffing November 2009 - June 2014
Tatum February 2007 - November 2009
Robert Half International 2001 - 2004
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Technical Recruiting, Recruiting, Talent Management, Internet Recruiting, Human Resources, Employer Branding, Sourcing, Benefits Negotiation, Benefits Administration, Leadership, Management, Sales
Education
Tarrant County College
Mark Helweick's Tatum Experience March 2012 - February 2013
Job Senior SQL Reporting Analyst at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealth Group December 2013 - Present
Tatum March 2012 - February 2013
ClearOne Advantage and Tax Strategies November 2009 - December 2011
Ally Bank April 2009 - March 2010
Compass Analytics, LLC August 2007 - December 2008
Mason Dixon Funding August 2005 - July 2007
CoreStar Financial Group August 2003 - August 2005
Education
Towson University - Fisher College of Science and Mathematics
Master's Certificate - Applied Information Systems, Database Management
Mount Saint Mary's University - Bolte School of Business
MBA, Finance and Investments
McDaniel College
BA, Business Administration
UnitedHealth Group December 2013 - Present
Tatum March 2012 - February 2013
ClearOne Advantage and Tax Strategies November 2009 - December 2011
Ally Bank April 2009 - March 2010
Compass Analytics, LLC August 2007 - December 2008
Mason Dixon Funding August 2005 - July 2007
CoreStar Financial Group August 2003 - August 2005
Education
Towson University - Fisher College of Science and Mathematics
Master's Certificate - Applied Information Systems, Database Management
Mount Saint Mary's University - Bolte School of Business
MBA, Finance and Investments
McDaniel College
BA, Business Administration
Dave Logan's Tatum Experience May 2012 - September 2012
Job Chief Financial Officer at LongView International Technology Solutions
Industry Information Technology and Services
Experience
LongView International Technology Solutions August 2012 - Present
Tatum May 2012 - September 2012
Chiliad February 2008 - May 2012
Altegrity (formerly USIS) 2003 - 2008
Skills
Mergers, Venture Capital, Executive Management, Start-ups, SEC filings, Strategic Planning, Business Strategy, Revenue Recognition, Business Planning, Enterprise Software, International Operations, Public Companies, Cloud Computing, Human Resources, Integration, Mergers & Acquisitions, Program Management, Finance, Security, Acquisition Integration, Process Improvement, Leadership, Management, Financial Analysis, Business Process..., Financial Reporting, Management Consulting, Risk Management, Managerial Finance, Strategy, Analysis, Accounting, Consulting, Due Diligence, Budgets, Sarbanes-Oxley Act, Forecasting, Business Development, Financial Modeling, Corporate Finance, Auditing, Internal Controls, Change Management, Financial Planning, Internal Audit, Cross-functional Team..., Analytics, Financial Accounting, Business Analysis, Business Intelligence
Education
Grove City College 1968 — 1972
Bachelor of Arts (B.A.), Business Administration
Grove City College 1968 — 1972
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
LongView International Technology Solutions August 2012 - Present
Tatum May 2012 - September 2012
Chiliad February 2008 - May 2012
Altegrity (formerly USIS) 2003 - 2008
Skills
Mergers, Venture Capital, Executive Management, Start-ups, SEC filings, Strategic Planning, Business Strategy, Revenue Recognition, Business Planning, Enterprise Software, International Operations, Public Companies, Cloud Computing, Human Resources, Integration, Mergers & Acquisitions, Program Management, Finance, Security, Acquisition Integration, Process Improvement, Leadership, Management, Financial Analysis, Business Process..., Financial Reporting, Management Consulting, Risk Management, Managerial Finance, Strategy, Analysis, Accounting, Consulting, Due Diligence, Budgets, Sarbanes-Oxley Act, Forecasting, Business Development, Financial Modeling, Corporate Finance, Auditing, Internal Controls, Change Management, Financial Planning, Internal Audit, Cross-functional Team..., Analytics, Financial Accounting, Business Analysis, Business Intelligence
Education
Grove City College 1968 — 1972
Bachelor of Arts (B.A.), Business Administration
Grove City College 1968 — 1972
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Jane Han's Tatum Experience November 2013 - Present
Job Talent Management Partner at Tatum
Industry Financial Services
Experience
Tatum November 2013 - Present
The Mergis Group, a Randstad Company May 2012 - Present
Solutions INC. September 2009 - May 2012
Goldman Sachs March 2006 - June 2009
Loral Space and Communications June 2000 - June 2005
National Cash Register June 1998 - June 2000
Education
Indiana University - Kelley School of Business
MBA, Marketing and International Business
State University of New York at Stony Brook
Bachelor's degree, Economics
Tatum November 2013 - Present
The Mergis Group, a Randstad Company May 2012 - Present
Solutions INC. September 2009 - May 2012
Goldman Sachs March 2006 - June 2009
Loral Space and Communications June 2000 - June 2005
National Cash Register June 1998 - June 2000
Education
Indiana University - Kelley School of Business
MBA, Marketing and International Business
State University of New York at Stony Brook
Bachelor's degree, Economics
Alice Engel, PMP®'s Tatum Experience September 2006 - May 2007
Job PMO, Project/Program Mgmt, Turnaround/Change Mgmt, Training and Development, Business Process
Industry Executive Office
Experience
nextSource March 2012 - January 2015
Southern Union August 2010 - March 2012
COMSYS May 2009 - August 2010
Legacy Energy Solutions June 2007 - April 2008
Tatum September 2006 - May 2007
Oracle March 2005 - December 2005
CGI July 1999 - November 2003
Deloitte&Touche, DRT Systems International, LP August 1992 - June 1999
Skills
Program Management, Project Management, PMO, PMP, Integration, SDLC, Strategy, CRM, Management, Leadership, Business Analysis, Outsourcing, IT Strategy, Business Process..., Change Management, Analysis, Strategic Planning, SharePoint, Consulting, Business Development, Budgets, Training & Development, Business Intelligence, Business Process, ITIL, Vendor Management, Process Improvement, Project Planning, ERP, MS Project, IT Management, Team Building, Enterprise Software, Requirements Analysis, Management Consulting, Governance, Software Project..., Microsoft Project, Information Technology, Project Portfolio..., Project Delivery
Education
Texas A&M University - Mays Business School 1979 — 1982
MBA, Business Computing Science
Boston University 1975 — 1976
MEd, Education
Penn State University 1973 — 1975
BS, Education
nextSource March 2012 - January 2015
Southern Union August 2010 - March 2012
COMSYS May 2009 - August 2010
Legacy Energy Solutions June 2007 - April 2008
Tatum September 2006 - May 2007
Oracle March 2005 - December 2005
CGI July 1999 - November 2003
Deloitte&Touche, DRT Systems International, LP August 1992 - June 1999
Skills
Program Management, Project Management, PMO, PMP, Integration, SDLC, Strategy, CRM, Management, Leadership, Business Analysis, Outsourcing, IT Strategy, Business Process..., Change Management, Analysis, Strategic Planning, SharePoint, Consulting, Business Development, Budgets, Training & Development, Business Intelligence, Business Process, ITIL, Vendor Management, Process Improvement, Project Planning, ERP, MS Project, IT Management, Team Building, Enterprise Software, Requirements Analysis, Management Consulting, Governance, Software Project..., Microsoft Project, Information Technology, Project Portfolio..., Project Delivery
Education
Texas A&M University - Mays Business School 1979 — 1982
MBA, Business Computing Science
Boston University 1975 — 1976
MEd, Education
Penn State University 1973 — 1975
BS, Education
Paul Heggem's Tatum Experience May 2007 - March 2012
Job formerly Project Controls Manager at Wild Well Control
Industry Accounting
Experience
Wild Well Control March 2012 - January 2014
Tatum May 2007 - March 2012
Total Safety US, Inc. April 2005 - April 2007
Atlantia Offshore 1997 - 2005
Education
Texas Tech
Wild Well Control March 2012 - January 2014
Tatum May 2007 - March 2012
Total Safety US, Inc. April 2005 - April 2007
Atlantia Offshore 1997 - 2005
Education
Texas Tech
Jim Carria's Tatum Experience January 2008 - August 2009
Job CFO at Rhode Island Textile
Industry Accounting
Experience
Rhode Island Textile Company September 2009 - Present
Tatum January 2008 - August 2009
Tatum CFO Partners January 2008 - August 2009
Tech Industries, Inc. January 1990 - February 2004
Ernst & Young 1985 - 1990
Skills
Accounting, SEC filings, Venture Capital, IPO, Restructuring, Budgets, Negotiation, Due Diligence, Finance, Strategy, Tax, Financial Statements, Strategic Planning, Auditing, Business Valuation, ERP, Financial Analysis, Financial Reporting, Income Tax, Management, Mergers
Education
Bryant University
B.S. in Business Administration, Accounting
Rhode Island Textile Company September 2009 - Present
Tatum January 2008 - August 2009
Tatum CFO Partners January 2008 - August 2009
Tech Industries, Inc. January 1990 - February 2004
Ernst & Young 1985 - 1990
Skills
Accounting, SEC filings, Venture Capital, IPO, Restructuring, Budgets, Negotiation, Due Diligence, Finance, Strategy, Tax, Financial Statements, Strategic Planning, Auditing, Business Valuation, ERP, Financial Analysis, Financial Reporting, Income Tax, Management, Mergers
Education
Bryant University
B.S. in Business Administration, Accounting
William C. Ballou's Tatum Experience January 2013 - Present
Job Tatum
Industry Management Consulting
Experience
Tatum January 2013 - Present
Bob's Discount Furniture LLC August 2005 - March 2012
Tatum LLC August 2001 - August 2005
First Security Services C August 1994 - December 2000
Ziff Company, Inc. August 1990 - August 1994
Worcester Quality Foods, Inc. August 1986 - August 1990
Skills
Retail, Distribution, Business Services, Manufacturing, Management Consulting, Executive Management, Working Capital..., Secured Financing, Accounting, Financial Reporting, Acquisition Integration, Due Diligence, Restructuring, Family Business, Budgets, Financial Analysis, Consolidation, Strategic Planning, SAP, Auditing
Education
Merrimack College
B.S., Accounting
Tatum January 2013 - Present
Bob's Discount Furniture LLC August 2005 - March 2012
Tatum LLC August 2001 - August 2005
First Security Services C August 1994 - December 2000
Ziff Company, Inc. August 1990 - August 1994
Worcester Quality Foods, Inc. August 1986 - August 1990
Skills
Retail, Distribution, Business Services, Manufacturing, Management Consulting, Executive Management, Working Capital..., Secured Financing, Accounting, Financial Reporting, Acquisition Integration, Due Diligence, Restructuring, Family Business, Budgets, Financial Analysis, Consolidation, Strategic Planning, SAP, Auditing
Education
Merrimack College
B.S., Accounting
Bill Kachioff's Tatum Experience May 2007 - February 2009
Job Senior VP and Chief Financial Officer at Biocept
Industry Biotechnology
Experience
Biocept August 2011 - August 2015
Althea Technologies February 2009 - July 2011
Tatum May 2007 - February 2009
Clarient June 2007 - January 2008
MicroIslet, Inc. 2002 - 2006
Cutera 1999 - 2002
Coulter Pharmaceutical 1998 - 1999
Vivus Inc 1996 - 1998
Abbott 1990 - 1996
Deloitte & Touche 1987 - 1990
Skills
Biotechnology, Medical Devices, Life Sciences, Healthcare, Financial Management, Financial Systems..., Change Leadership, Venture Capital, Capital Structure, SEC reporting, Corporate Governance, Corporate Treasury, Due Diligence, IPO, Legal Affairs, Customer Relations, Private Placements, Financial Reporting, Financial Accounting, Cost Accounting, Lifesciences, Acquisition Integration, Investor Relations, Start-ups, Private Equity, Pharmaceutical Industry, Corporate Finance, Process Improvement, Internal Controls, Public Companies, Strategic Financial..., Managerial Finance, Negotiation, SEC filings, Mergers & Acquisitions, Commercialization, Corporate Development, Strategy, Executive Management, Financial Analysis, Forecasting
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Management, Accounting and Information Systems
Brighton High School 1980 — 1983
Biocept August 2011 - August 2015
Althea Technologies February 2009 - July 2011
Tatum May 2007 - February 2009
Clarient June 2007 - January 2008
MicroIslet, Inc. 2002 - 2006
Cutera 1999 - 2002
Coulter Pharmaceutical 1998 - 1999
Vivus Inc 1996 - 1998
Abbott 1990 - 1996
Deloitte & Touche 1987 - 1990
Skills
Biotechnology, Medical Devices, Life Sciences, Healthcare, Financial Management, Financial Systems..., Change Leadership, Venture Capital, Capital Structure, SEC reporting, Corporate Governance, Corporate Treasury, Due Diligence, IPO, Legal Affairs, Customer Relations, Private Placements, Financial Reporting, Financial Accounting, Cost Accounting, Lifesciences, Acquisition Integration, Investor Relations, Start-ups, Private Equity, Pharmaceutical Industry, Corporate Finance, Process Improvement, Internal Controls, Public Companies, Strategic Financial..., Managerial Finance, Negotiation, SEC filings, Mergers & Acquisitions, Commercialization, Corporate Development, Strategy, Executive Management, Financial Analysis, Forecasting
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Management, Accounting and Information Systems
Brighton High School 1980 — 1983
Tracy Walden's Tatum Experience 2010 - February 2013
Job IT at Cost and Compliance Associates
Industry Information Technology and Services
Experience
Cost and Compliance Associates February 2013 - Present
Tatum 2010 - February 2013
Tatum, LLC 2005 - 2010
T-QED Technology Services January 1999 - September 2005
Productivity Point International November 1996 - January 1999
Skills
Professional Services, Mergers, Start-ups, Turn Around Management, Business Process..., Acquisition Integration, Management Consulting, Business Process..., Due Diligence, Managerial Finance, Strategic Planning, Process Improvement
Education
University of Wisconsin-Madison 1992 — 1994
M.A., History
Oglethorpe University 1988 — 1992
B.A., History, Political Science
Cost and Compliance Associates February 2013 - Present
Tatum 2010 - February 2013
Tatum, LLC 2005 - 2010
T-QED Technology Services January 1999 - September 2005
Productivity Point International November 1996 - January 1999
Skills
Professional Services, Mergers, Start-ups, Turn Around Management, Business Process..., Acquisition Integration, Management Consulting, Business Process..., Due Diligence, Managerial Finance, Strategic Planning, Process Improvement
Education
University of Wisconsin-Madison 1992 — 1994
M.A., History
Oglethorpe University 1988 — 1992
B.A., History, Political Science
Greg Ennis's Tatum Experience January 2008 - October 2008
Job Corporate Controller at Fulcrum IT Services LLC
Industry Information Technology and Services
Experience
Fulcrum Co. April 2014 - Present
Fulcrum IT Services LLC October 2008 - April 2014
Tatum January 2008 - October 2008
Telephonics Corporation April 2007 - December 2007
Concurrent Technologies Corporation May 2002 - April 2007
Mangrove Software June 1999 - May 2002
Walt Disney World February 1998 - June 1999
Skills
Management Consulting, Acquisition Integration, Mergers, Restructuring, Due Diligence, Turn Around Management, Business Process..., Business Transformation, CFOs, Business Strategy, SEC filings, Start-ups, Private Equity, Divestitures, Program Management, Security, Supply Chain Management, DoD, Financial Modeling, Financial Reporting, Financial Analysis, Financial Accounting, Corporate Finance, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Cost Control, Cost Benefit, Budget Process, Budget Forecasts, Pricing Strategy, Pricing Analysis, Variance Analysis, Cost Variance Analysis, Change Management, Operations Management, Account Reconciliation, Managerial Finance, Financial Risk, Strategic Financial..., Financial Controlling, Project Finance, Internal Controls, Policy Analysis, Contract Management, Controlling Budgets, Contract Negotiation, Business Analysis, Competitive Analysis
Education
University of South Florida 2001 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance, Management, Int'l Business, Information Systems
Hofstra University 1996 — 1997
BA, Finance
University of Colorado at Boulder 1994 — 1995
Fulcrum Co. April 2014 - Present
Fulcrum IT Services LLC October 2008 - April 2014
Tatum January 2008 - October 2008
Telephonics Corporation April 2007 - December 2007
Concurrent Technologies Corporation May 2002 - April 2007
Mangrove Software June 1999 - May 2002
Walt Disney World February 1998 - June 1999
Skills
Management Consulting, Acquisition Integration, Mergers, Restructuring, Due Diligence, Turn Around Management, Business Process..., Business Transformation, CFOs, Business Strategy, SEC filings, Start-ups, Private Equity, Divestitures, Program Management, Security, Supply Chain Management, DoD, Financial Modeling, Financial Reporting, Financial Analysis, Financial Accounting, Corporate Finance, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Cost Control, Cost Benefit, Budget Process, Budget Forecasts, Pricing Strategy, Pricing Analysis, Variance Analysis, Cost Variance Analysis, Change Management, Operations Management, Account Reconciliation, Managerial Finance, Financial Risk, Strategic Financial..., Financial Controlling, Project Finance, Internal Controls, Policy Analysis, Contract Management, Controlling Budgets, Contract Negotiation, Business Analysis, Competitive Analysis
Education
University of South Florida 2001 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance, Management, Int'l Business, Information Systems
Hofstra University 1996 — 1997
BA, Finance
University of Colorado at Boulder 1994 — 1995
David M. Douglass's Tatum Experience March 2013 - Present
Job Managing Partner Tatum
Industry Financial Services
Experience
Tatum March 2013 - Present
Downtown Seattle Association July 2010 - Present
Tatum September 2003 - Present
a Private Equity Group March 2012 - March 2013
SAFE Boats International, LLC 2011 - 2011
InfrastruX Group, Inc 2009 - 2010
Adaptis Inc. May 2009 - November 2009
MOD Systems June 2008 - November 2008
PhotoWorks 2007 - 2008
PhotoWorks - An American Greetings Company 2007 - 2008
Skills
Mergers, Due Diligence, Strategic Planning, Process Improvement, Budgeting, Start-ups, Financial Management, Corporate Finance, Business Strategy, Budgets, Mergers & Acquisitions, Managerial Finance, Management Consulting, Finance, Accounting, Management, Operations Management, Private Equity, Strategy
Education
Duke University - The Fuqua School of Business 1993 — 1993
Diploma, Advanced Management Program
University of Washington, Michael G. Foster School of Business 1979 — 1981
MBA, Accounting, Finance
University of Puget Sound 1973 — 1977
BA, Business, Economics
Cumberland Valley High School 1970 — 1973
Diploma
Tatum March 2013 - Present
Downtown Seattle Association July 2010 - Present
Tatum September 2003 - Present
a Private Equity Group March 2012 - March 2013
SAFE Boats International, LLC 2011 - 2011
InfrastruX Group, Inc 2009 - 2010
Adaptis Inc. May 2009 - November 2009
MOD Systems June 2008 - November 2008
PhotoWorks 2007 - 2008
PhotoWorks - An American Greetings Company 2007 - 2008
Skills
Mergers, Due Diligence, Strategic Planning, Process Improvement, Budgeting, Start-ups, Financial Management, Corporate Finance, Business Strategy, Budgets, Mergers & Acquisitions, Managerial Finance, Management Consulting, Finance, Accounting, Management, Operations Management, Private Equity, Strategy
Education
Duke University - The Fuqua School of Business 1993 — 1993
Diploma, Advanced Management Program
University of Washington, Michael G. Foster School of Business 1979 — 1981
MBA, Accounting, Finance
University of Puget Sound 1973 — 1977
BA, Business, Economics
Cumberland Valley High School 1970 — 1973
Diploma
Henry Befeler's Tatum Experience September 2008 - April 2009
Job Investing and Consulting
Industry Real Estate
Experience
B & O Investment Fund January 2011 - Present
The Citadel Group January 2006 - Present
Tatum September 2008 - April 2009
CODINA GROUP, INC January 1984 - January 2005
Codina Group, Inc. 1984 - 2004
Gerson, Preston, Robinson & Co. 1981 - 1984
Skills
International Tax, Business Valuation, Corporate Tax, Operations Management, Due Diligence
Education
Florida International University 1977 — 1979
BBA, Accounting
Miami Dade College 1975 — 1977
AA, Accounting
Miami Beach Senior High School 1972 — 1975
HS
Florida International University
Bachelor of Science, Accounting
B & O Investment Fund January 2011 - Present
The Citadel Group January 2006 - Present
Tatum September 2008 - April 2009
CODINA GROUP, INC January 1984 - January 2005
Codina Group, Inc. 1984 - 2004
Gerson, Preston, Robinson & Co. 1981 - 1984
Skills
International Tax, Business Valuation, Corporate Tax, Operations Management, Due Diligence
Education
Florida International University 1977 — 1979
BBA, Accounting
Miami Dade College 1975 — 1977
AA, Accounting
Miami Beach Senior High School 1972 — 1975
HS
Florida International University
Bachelor of Science, Accounting
Gary Bybee's Tatum Experience April 2008 - Present
Job Tatum ConsultingPartner
Industry Financial Services
Experience
Tatum April 2008 - Present
Anheuser-Busch Companies, Inc. September 1979 - April 2006
Education
Southern Illinois University, Edwardsville 1979 — 1980
MBA, Finance
Tatum April 2008 - Present
Anheuser-Busch Companies, Inc. September 1979 - April 2006
Education
Southern Illinois University, Edwardsville 1979 — 1980
MBA, Finance
Christie Martinez's Tatum Experience February 2012 - September 2013
Job Group CFO, Spiroflow Holdings Inc.
Industry Machinery
Experience
Spiroflow Systems, Inc. January 2015 - Present
Hudson Crossing June 2011 - Present
Polivka International January 2011 - Present
Tatum February 2012 - September 2013
Charlotte Works 2009 - 2012
Travelport 2005 - 2007
Gullivers Travel Associates 2004 - 2005
Travelport 2001 - 2004
Cendant 2001 - 2001
McGuireWoods 1997 - 2000
Skills
Integration, Acquisitions, Sarbanes-Oxley, Mergers, Divestitures, Acquisition Integration, Sarbanes-Oxley Act, Strategic Planning, SEC filings, International Business, Due Diligence, Process Improvement, Private Equity, Mergers & Acquisitions, Finance, Restructuring, Forecasting, Management, Strategy, Risk Management, Leadership, Program Management, Outsourcing, SEC Filings
Education
Montclair State University 1984 — 1988
BS Accounting, Accounting and Business
Spiroflow Systems, Inc. January 2015 - Present
Hudson Crossing June 2011 - Present
Polivka International January 2011 - Present
Tatum February 2012 - September 2013
Charlotte Works 2009 - 2012
Travelport 2005 - 2007
Gullivers Travel Associates 2004 - 2005
Travelport 2001 - 2004
Cendant 2001 - 2001
McGuireWoods 1997 - 2000
Skills
Integration, Acquisitions, Sarbanes-Oxley, Mergers, Divestitures, Acquisition Integration, Sarbanes-Oxley Act, Strategic Planning, SEC filings, International Business, Due Diligence, Process Improvement, Private Equity, Mergers & Acquisitions, Finance, Restructuring, Forecasting, Management, Strategy, Risk Management, Leadership, Program Management, Outsourcing, SEC Filings
Education
Montclair State University 1984 — 1988
BS Accounting, Accounting and Business
Bob Stegmann's Tatum Experience June 2006 - February 2012
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo February 2012 - Present
Tatum June 2006 - February 2012
Bearing Point 2000 - 2006
KPMG LLP 1995 - 2000
The Northern Trust Company 1991 - 1995
The Northern Trust Company 1989 - 1991
The Northern Trust Company 1985 - 1989
The Northern Trust Company 1981 - 1985
First National Bank St. Louis 1976 - 1981
Skills
Private Equity, Mergers, Valuation, Business Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Wells Fargo February 2012 - Present
Tatum June 2006 - February 2012
Bearing Point 2000 - 2006
KPMG LLP 1995 - 2000
The Northern Trust Company 1991 - 1995
The Northern Trust Company 1989 - 1991
The Northern Trust Company 1985 - 1989
The Northern Trust Company 1981 - 1985
First National Bank St. Louis 1976 - 1981
Skills
Private Equity, Mergers, Valuation, Business Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Kevin Comerford -CPA's Tatum Experience June 2013 - November 2013
Job Intermin CFO at KTC Financial Consulting
Industry Accounting
Experience
KTC Financial Consulting November 2013 - Present
Tatum June 2013 - November 2013
New England Research Institutes, Inc. (NERI) October 2012 - June 2013
Grace-Hunt June 2004 - September 2011
IntoNetworks DBA Seaport Software 2001 - 2002
Breakaway Solutions 1998 - 2001
Boston Sales Automation 1993 - 1998
Skills
SaaS, Microsoft Dynamics, Business Intelligence, Professional Services, CRM, Microsoft CRM, Enterprise Software, ERP, Software Project..., Consulting, Accounting, Business Process..., Business Process, Business Analysis, Solution Selling, SharePoint, Software Implementation, Microsoft SQL Server, Integration, Mergers & Acquisitions, Finance, Crystal Reports, Management Consulting, Requirements Analysis
Education
Assumption College 1983 — 1987
BA, Accounting
KTC Financial Consulting November 2013 - Present
Tatum June 2013 - November 2013
New England Research Institutes, Inc. (NERI) October 2012 - June 2013
Grace-Hunt June 2004 - September 2011
IntoNetworks DBA Seaport Software 2001 - 2002
Breakaway Solutions 1998 - 2001
Boston Sales Automation 1993 - 1998
Skills
SaaS, Microsoft Dynamics, Business Intelligence, Professional Services, CRM, Microsoft CRM, Enterprise Software, ERP, Software Project..., Consulting, Accounting, Business Process..., Business Process, Business Analysis, Solution Selling, SharePoint, Software Implementation, Microsoft SQL Server, Integration, Mergers & Acquisitions, Finance, Crystal Reports, Management Consulting, Requirements Analysis
Education
Assumption College 1983 — 1987
BA, Accounting
Robert Gattilia's Tatum Experience September 2008 - August 2009
Job CPA
Industry Accounting
Experience
Singleton, Clark & Company PC May 2012 - Present
Montemayor Hill & Company PC October 2009 - May 2012
Tatum September 2008 - August 2009
PMB Helin Donovan January 2006 - August 2008
Education
Texas State University-San Marcos
Master of Accountancy
Texas State University-San Marcos
Bachelor of Business Administration (BBA)
LHHS
Singleton, Clark & Company PC May 2012 - Present
Montemayor Hill & Company PC October 2009 - May 2012
Tatum September 2008 - August 2009
PMB Helin Donovan January 2006 - August 2008
Education
Texas State University-San Marcos
Master of Accountancy
Texas State University-San Marcos
Bachelor of Business Administration (BBA)
LHHS
Charles Hubbard's Tatum Experience February 2010 - Present
Job
Industry Financial Services
Experience
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
Polly Gates, FACHE's Tatum Experience November 2011 - March 2012
Job Retired Nurse Executive
Industry Hospital & Health Care
Experience
Aurora Health Care April 2012 - April 2014
Tatum November 2011 - March 2012
Leaders For Today August 2011 - August 2011
B.E. Smith February 2009 - March 2010
Kaiser Permanente March 2006 - September 2008
Kaiser San Rafael March 2004 - March 2006
California Institute for Nursing & Healthcare 2003 - 2004
Alameda County Medical Center January 2001 - January 2003
Sutter Solano Medical Center January 1999 - January 2000
Sutter Solano Medical Center January 1992 - January 1999
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Consulting, Nursing, Managed Care, Patient Safety, Revenue Cycle, Performance Improvement, Quality Improvement, Acute Care, JCAHO, Process Improvement, Physician Relations, Surgery, Leadership, Staff Development, Home Care, Leadership Development
Education
University of San Francisco 1984 — 1986
MPA/HSA
San Jose State University 1971 — 1973
BSN
Aurora Health Care April 2012 - April 2014
Tatum November 2011 - March 2012
Leaders For Today August 2011 - August 2011
B.E. Smith February 2009 - March 2010
Kaiser Permanente March 2006 - September 2008
Kaiser San Rafael March 2004 - March 2006
California Institute for Nursing & Healthcare 2003 - 2004
Alameda County Medical Center January 2001 - January 2003
Sutter Solano Medical Center January 1999 - January 2000
Sutter Solano Medical Center January 1992 - January 1999
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Consulting, Nursing, Managed Care, Patient Safety, Revenue Cycle, Performance Improvement, Quality Improvement, Acute Care, JCAHO, Process Improvement, Physician Relations, Surgery, Leadership, Staff Development, Home Care, Leadership Development
Education
University of San Francisco 1984 — 1986
MPA/HSA
San Jose State University 1971 — 1973
BSN
Barry Blass's Tatum Experience June 2010 - December 2013
Job Managing Partner at Barry A. Blass Consulting
Industry Financial Services
Experience
Barry A. Blass Consulting January 2014 - Present
Tatum June 2010 - December 2013
Hachenberger Companies January 2006 - February 2010
Tatum LLC 2000 - 2006
Skills
Financial Modeling, Team Leadership, Budgeting, Capital Markets, Financial Analysis, Mergers, Financial Reporting, Due Diligence, Accounting, Strategic Planning, Forecasting, Team Building, Business Planning, Process Improvement, Problem Solving, Planning, P&L Management, Budgets, Project Management, Leadership, Management, Mergers & Acquisitions, Restructuring, Business Process..., Start-ups, Strategy, Project Planning, Business Strategy, Venture Capital
Education
Florida State University 1972 — 1976
BS, Accounting
Florida State University 1972 — 1976
Bachelor of Science (BS), Accounting
Barry A. Blass Consulting January 2014 - Present
Tatum June 2010 - December 2013
Hachenberger Companies January 2006 - February 2010
Tatum LLC 2000 - 2006
Skills
Financial Modeling, Team Leadership, Budgeting, Capital Markets, Financial Analysis, Mergers, Financial Reporting, Due Diligence, Accounting, Strategic Planning, Forecasting, Team Building, Business Planning, Process Improvement, Problem Solving, Planning, P&L Management, Budgets, Project Management, Leadership, Management, Mergers & Acquisitions, Restructuring, Business Process..., Start-ups, Strategy, Project Planning, Business Strategy, Venture Capital
Education
Florida State University 1972 — 1976
BS, Accounting
Florida State University 1972 — 1976
Bachelor of Science (BS), Accounting
John K. Johnson's Tatum Experience October 2009 - February 2010
Job Accounting & Finance Consultant
Industry Accounting
Experience
Accounting & Finance Solutions March 2013 - Present
Noritsu/Lucidiom December 2009 - February 2013
Tatum October 2009 - February 2010
Strategic Finance Solutions June 2004 - November 2009
Smith Midland Corporation January 2003 - May 2004
IceWEB February 2001 - January 2003
Comstor February 2000 - February 2001
Strayer University March 1999 - February 2000
SteelCloud January 1997 - March 1999
Omnichrome Corporation July 1994 - December 1996
Skills
Sarbanes-Oxley (SOX), Enterprise Risk..., Corporate Governance, Audit Committee, Financial (SEC)..., Business Performance..., Mergers & Acquisitions, Acquisition Integration, Business Process..., Strategic Financial..., Budgeting, Financial Planning, Financial Analysis, Business Planning, Working Capital..., Cash Flow Forecasting, Finance Operations..., Policy & Procedures, Staff Development &..., Bankruptcy, Restructuring, ERP Selection &..., Quality Systems, Business Analysis, Asset Valuation, Accounting Operations, Cost Accounting, Change Management, Performance Management, Finance Operations..., Account Reconciliation, Implementing New...
Education
Boston University Graduate School of Management
Master of Science in Business Administration, Business
Southern Methodist University - Cox School of Business
Bachelor of Business Administration, Accounting & Finance
Accounting & Finance Solutions March 2013 - Present
Noritsu/Lucidiom December 2009 - February 2013
Tatum October 2009 - February 2010
Strategic Finance Solutions June 2004 - November 2009
Smith Midland Corporation January 2003 - May 2004
IceWEB February 2001 - January 2003
Comstor February 2000 - February 2001
Strayer University March 1999 - February 2000
SteelCloud January 1997 - March 1999
Omnichrome Corporation July 1994 - December 1996
Skills
Sarbanes-Oxley (SOX), Enterprise Risk..., Corporate Governance, Audit Committee, Financial (SEC)..., Business Performance..., Mergers & Acquisitions, Acquisition Integration, Business Process..., Strategic Financial..., Budgeting, Financial Planning, Financial Analysis, Business Planning, Working Capital..., Cash Flow Forecasting, Finance Operations..., Policy & Procedures, Staff Development &..., Bankruptcy, Restructuring, ERP Selection &..., Quality Systems, Business Analysis, Asset Valuation, Accounting Operations, Cost Accounting, Change Management, Performance Management, Finance Operations..., Account Reconciliation, Implementing New...
Education
Boston University Graduate School of Management
Master of Science in Business Administration, Business
Southern Methodist University - Cox School of Business
Bachelor of Business Administration, Accounting & Finance
Sheila Buchanan's Tatum Experience May 2007 - February 2008
Job Controller
Industry
Experience
Builders Granite & Tile June 2014 - Present
Aventine Hill Partners October 2013 - May 2014
Rockwater Energy Solutions (formerly Benchmark Performance Group) February 2008 - August 2013
Tatum May 2007 - February 2008
Solvay America 2001 - May 2007
PrimeCo Personal Communications 1997 - 2001
Pool Company 1993 - 1997
Skills
Treasury Management, Finance, Financial Reporting, General Ledger, Accounts Payable, Internal Controls, Cost Accounting, Account Reconciliation, Accounts Receivable, SEC filings, Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, Managerial Finance
Education
Texas A&M University 1990 — 1992
Bachelor of Business Administration (BBA), Accounting
Builders Granite & Tile June 2014 - Present
Aventine Hill Partners October 2013 - May 2014
Rockwater Energy Solutions (formerly Benchmark Performance Group) February 2008 - August 2013
Tatum May 2007 - February 2008
Solvay America 2001 - May 2007
PrimeCo Personal Communications 1997 - 2001
Pool Company 1993 - 1997
Skills
Treasury Management, Finance, Financial Reporting, General Ledger, Accounts Payable, Internal Controls, Cost Accounting, Account Reconciliation, Accounts Receivable, SEC filings, Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, Managerial Finance
Education
Texas A&M University 1990 — 1992
Bachelor of Business Administration (BBA), Accounting
Kelly Jensen's Tatum Experience October 2012 - February 2013
Job Controller at Enjoy Life Natural Brands, LLC
Industry Accounting
Experience
Enjoy Life Natural Brands, LLC March 2015 - Present
Pendum, Inc. February 2013 - March 2015
Tatum October 2012 - February 2013
Oasis Legal Finance May 2011 - October 2012
ThyssenKrupp Stainless USA June 2004 - April 2011
Skills
IFRS, QuickBooks, Financial Analysis, Consolidated Financial..., Monthly Close, Accounting Research, Monthly Close Process, Sales & Use Tax, Hyperion HFM, JD Edwards, US GAAP reporting, Microsoft Dynamics GP, SAP Implementation, SAP ERP, CPA, Financial Reporting, Financial Statements, Forecasting, GAAP, Great Plains Software
Education
Carroll College
Bachelors, Accounting, with CPA Emphasis, GPA 3.7/4.0
Enjoy Life Natural Brands, LLC March 2015 - Present
Pendum, Inc. February 2013 - March 2015
Tatum October 2012 - February 2013
Oasis Legal Finance May 2011 - October 2012
ThyssenKrupp Stainless USA June 2004 - April 2011
Skills
IFRS, QuickBooks, Financial Analysis, Consolidated Financial..., Monthly Close, Accounting Research, Monthly Close Process, Sales & Use Tax, Hyperion HFM, JD Edwards, US GAAP reporting, Microsoft Dynamics GP, SAP Implementation, SAP ERP, CPA, Financial Reporting, Financial Statements, Forecasting, GAAP, Great Plains Software
Education
Carroll College
Bachelors, Accounting, with CPA Emphasis, GPA 3.7/4.0
Judy Elkins's Tatum Experience March 2010 - Present
Job Organizational Coordinator at Tatum
Industry Management Consulting
Experience
Tatum March 2010 - Present
Education
The University of Texas at Austin
Bachelor of Fine Arts, Art
Tatum March 2010 - Present
Education
The University of Texas at Austin
Bachelor of Fine Arts, Art
Kelly Vincent's Tatum Experience February 1998 - February 2009
Job Administrative Coordinator at NewPoint Media Group
Industry Publishing
Experience
Network Communications, Inc March 2010 - Present
AutoXcel, Inc March 2009 - March 2010
Tatum February 1998 - February 2009
Tatum, LLC February 1998 - February 2009
Skills
Appointment Scheduling, Travel Management, Presentations, Answering Phones, Reports, Microsoft Office, Training, Graphic Design
Education
The University of Georgia 1981 — 1985
Bachelor of Arts (BA)
Network Communications, Inc March 2010 - Present
AutoXcel, Inc March 2009 - March 2010
Tatum February 1998 - February 2009
Tatum, LLC February 1998 - February 2009
Skills
Appointment Scheduling, Travel Management, Presentations, Answering Phones, Reports, Microsoft Office, Training, Graphic Design
Education
The University of Georgia 1981 — 1985
Bachelor of Arts (BA)
Lisa Roger's Tatum Experience May 2007 - October 2009
Job Division Controller
Industry Sporting Goods
Experience
Fox Factory Inc. March 2014 - Present
Quidel December 2012 - February 2014
Netlist, Inc. October 2009 - November 2012
Tatum May 2007 - October 2009
Roger Accounting Solutions 2001 - 2007
The Aviant Group April 1998 - April 2001
CalComp, Inc. April 1994 - April 1998
Ernst & Young January 1987 - April 1994
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Auditing, Mergers, Forecasting, Internal Controls, Due Diligence, Cost Accounting, IPO, Revenue Recognition, Cash Management, Tax, Financial Analysis, Strategic Financial..., GAAP, SEC Filings, US GAAP
Education
UCLA Anderson School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
UCLA 1983 — 1986
Bachelor of Arts (B.A.), Economics/Business
Fox Factory Inc. March 2014 - Present
Quidel December 2012 - February 2014
Netlist, Inc. October 2009 - November 2012
Tatum May 2007 - October 2009
Roger Accounting Solutions 2001 - 2007
The Aviant Group April 1998 - April 2001
CalComp, Inc. April 1994 - April 1998
Ernst & Young January 1987 - April 1994
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Auditing, Mergers, Forecasting, Internal Controls, Due Diligence, Cost Accounting, IPO, Revenue Recognition, Cash Management, Tax, Financial Analysis, Strategic Financial..., GAAP, SEC Filings, US GAAP
Education
UCLA Anderson School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
UCLA 1983 — 1986
Bachelor of Arts (B.A.), Economics/Business
Sheyrol Murray's Tatum Experience June 2008 - April 2010
Job Accounting/Payroll
Industry Accounting
Experience
Tatum June 2008 - April 2010
Allied Automotive Group June 2004 - March 2008
Allied Automotive Group October 1999 - June 2004
Philip Morris USA May 1991 - September 1999
Skills
PeopleSoft, Payroll, Payroll Taxes, ADP Payroll, Accounts Payable, Accounting
Education
Pace University
Bachelor of Business Administration (BBA), Accounting
Tatum June 2008 - April 2010
Allied Automotive Group June 2004 - March 2008
Allied Automotive Group October 1999 - June 2004
Philip Morris USA May 1991 - September 1999
Skills
PeopleSoft, Payroll, Payroll Taxes, ADP Payroll, Accounts Payable, Accounting
Education
Pace University
Bachelor of Business Administration (BBA), Accounting
Harden
TMAC
billups
aldridge
Ingram
Westbrook
KCP