Tatum LLC
Industry: Company
DescriptionHeadquarters: Atlanta, Georgia, United States Founded: 1993 Parent organization: SFN Group Subsidiaries: Tatum CFO Partners, LLP, Tatum CIO Partners, LLP
Tatum LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Tatum LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Tatum LLC Salaries. You can even request information on how much does Tatum LLC pay if you want to. Learn about salaries, pros and cons of working for Tatum LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
518 Tatum LLC employees in database. Find out everything there's to know about Tatum LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Tatum LLC Employees
Dixon Hughes Goodman LLP October 2014 - Present
WellStar Health System January 2008 - September 2014
Tatum, LLC April 2005 - January 2008
GreystoneNet September 2000 - December 2000
KPMG December 1990 - August 2000
Ernst & Young January 1988 - November 1990
Amherst Associates Inc. July 1981 - December 1987
Skills
Healthcare, Healthcare Management, Healthcare Consulting, Hospitals, Practice Management, Managed Care, Strategic Planning, Management Consulting, Mergers, Healthcare Industry, Physicians, Change Management, Physician Relations, Board and leadership..., Meeting facilitation, Public Speaking, Physician-Hospital..., Acquisitions, Certificate of Need..., Performance Improvement, Leadership, Healthcare Reimbursement, Medicaid, HL7, Workshop Facilitation, Home Care, Medicine, Healthcare Information..., Ambulatory, Business Development, Network Development, Provider Relations, Mergers & Acquisitions, Leadership Development, Business Strategy, Strategy
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Health/Health Care Administration/Management; Finance
Duke University 1975 — 1979
BA, Economics; Public Policy (Health Care)
MBS and SJR
MBS and SJR
MBS and SJR
MBS and SJR
MBS and SJR
The CFO Suite, LLC May 2013 - Present
Texas Water Development Board October 2009 - May 2013
Tatum LLC September 2007 - October 2009
Texas Health and Racquet Club July 2003 - May 2007
Skills
Human Resources, Policy, Strategic Planning, Process Improvement, Employee Benefits, Talent Acquisition, Recruiting, Sourcing, Training, HRIS, Project Planning, Project Management, Budgets, Microsoft Office, Strategy, Interviews, Management, Personnel Management, Forecasting, Financial Analysis, Temporary Placement
Education
Ashford University 2008 — 2009
Business - HR Management
Texas State University 2003 — 2006
Communication Studies
RLS Associates 2010 - Present
Integrated Electrical Services 2009 - 2010
Tatum LLC 2007 - 2009
Essential Brands 2004 - 2007
GoVideo 1999 - 2003
The Dial Corporation 1979 - 1999
Skills
Accounts Payable, Mergers, Strategic Planning, Due Diligence, Financial Reporting, Corporate Finance, Accounting, SEC reporting, Financial Analysis, Private Equity, GAAP, Internal Controls, General Ledger, Revenue Recognition, Cost Accounting, Budgeting, Cash Flow, Consolidation, Forecasting, Financial Accounting, Financial Modeling, Financial Management, Financial Planning, Great Plains, US GAAP, Strategic Financial..., Process Improvement, Divestitures, Business Valuation, Mergers & Acquisitions, Hyperion Enterprise, QuickBooks, SEC filings, Managerial Finance, Budgets, Invoicing, Journal Entries, Sarbanes-Oxley, Payroll, Financial Audits, Start-ups, ERP, Cash Flow Forecasting, Financial Systems, Acquisition Integration, Business Planning, Account Reconciliation, IFRS, Cash Management, Great Plains Software
Education
Arizona State University - W. P. Carey School of Business
MBA, Accounting
Arizona State University, W. P. Carey School of Business
BS, Accounting/Finance
Randstad Sourceright May 2014 - Present
Compass Consulting Group, Inc. February 2014 - May 2014
Amerit Consulting July 2011 - November 2013
Experis July 2010 - July 2011
Jobscience August 2009 - July 2010
Tatum LLC February 2008 - August 2009
BBSI May 2005 - February 2008
Westaff January 2003 - May 2005
Kelly Services May 1999 - September 2002
Skills
Executive Search, Talent Acquisition, Team Leadership, SaaS, Team Management, New Business Development, Offshore Management, Professional Staffing, Technical Recruiting, Full-cycle Recruiting, Applicant Tracking..., Sourcing, Recruiting, Temporary Placement, Onsite-Offshore model, Onsite-Offshore...
Education
California State University-Sacramento
Bachelor of Arts (B.A.), History
California State University-Sacramento
Minor, Geography
Independent Management Consultant 2011 - Present
Tatum LLC October 2006 - 2011
Andrews Petroleum, Inc. 1993 - 2006
Ernst & Young 1981 - 1993
Skills
Mergers, Restructuring, Financial Management, Financial Reporting, Healthcare, Process Improvement, Operations Management, Budgeting, Strategic Planning, Financial Analysis, Accounting, Team Building, Executive Management, Negotiation, Planning, Business Planning, Financial Modeling, Risk Management
Education
California State University-Long Beach
BS, Professional Account
Fortium Partners LP February 2015 - Present
Pacific Compensation Insurance Company September 2011 - January 2015
First Insurance Company of Hawaii October 2009 - June 2011
Tatum LLC April 2004 - June 2009
Unitrin Multi Lines Insurance September 1997 - January 2004
RLI Insurance Group June 1993 - September 1997
Apria Healthcare November 1988 - June 1993
Baxter Healthcare Corporation September 1986 - November 1988
American Hospital Supply Corporation June 1984 - September 1986
American Hospital Supply Corporation March 1982 - May 1984
Skills
Service Level Management, IT Strategy, Vendor Management, Process Improvement, Strategic Planning, Business Alignment, SDLC, IT Management, Program Management, Business Intelligence, Change Management, Mergers, Leadership, Mergers & Acquisitions, Business Strategy, Strategy, Enterprise Architecture, Consulting, Business Analysis, Management, Integration, Governance, Information Technology, Business Process..., Disaster Recovery, ERP, PMO, Cloud Computing, Management Consulting, Software Development, Business Process, Data Warehousing, E-commerce, Project Portfolio...
Education
Northwestern University - Kellogg School of Management 1980 — 1983
MBA
Drake University 1975 — 1978
BSBA
Gen. Wm. Mitchell High School 1972 — 1975
H.S. Diploma
Outset Medical, Inc. March 2009 - Present
Baker Group LLP 2009 - Present
Tatum LLC May 2002 - January 2010
Chesapeake Research Review, Inc. 2003 - 2006
GreyPilgrim Inc. 1998 - 2002
BioTek Solutions, Inc. 1994 - 1997
QLP Laminates 1992 - 1994
CalTex Industries 1989 - 1992
Skills
Mergers & Acquisitions, Start-ups, Finance, Entrepreneurship, Accounting, Manufacturing, Strategy, Mergers, Turn Around Management, Venture Capital, Restructuring, IPO, Private Equity, Leadership, Executive Management
Education
California State University-Long Beach 1965 — 1968
BS, Accounting
Global Experience Specialists (GES) December 2010 - Present
Tatum LLC December 2008 - December 2010
Veterinary Pet Insurance July 2006 - September 2008
Resources Global Professionals January 2005 - July 2006
Health Care Property Investors, Inc. September 2003 - January 2005
CKE Restaurants, Inc. May 2002 - May 2003
HomeBase Inc April 1987 - August 2001
Corry - Hiebert 1986 - 1987
Smith Tool International 1981 - 1986
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Process Improvement, Financial Modeling, Internal Controls, Mergers, Auditing, GAAP, Strategic Financial..., Financial Accounting, Cost Accounting, Internal Audit, Accounts Payable, Project Management, Mergers & Acquisitions, Start-ups, Revenue Recognition, Human Resources, Payroll, General Ledger, Insurance, PeopleSoft, Accounts Receivable, US GAAP, Variance Analysis, Business Process..., Executive Management, Strategy, Hyperion Enterprise, Strategic Planning, Cash Flow, SEC filings, Team Building, Contract Negotiation, Sarbanes-Oxley, Forecasting, Project Planning, Finance, Consolidation, Team Leadership, Cash Management, Budgets, Fixed Assets, Due Diligence, Management, Tax, Training, Leadership
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Finance
California State University-Fullerton 1973 — 1978
BA, Accounting
MFS Investment Management October 2012 - Present
Tatum LLC 2011 - December 2011
Eaton Vance 2008 - 2010
Eaton Vance August 2005 - 2008
PwC September 1999 - August 2005
Skills
Due Diligence, Mergers, Risk Management, Auditing, SEC filings, GAAP, Budgets, Finance, Management, Financial Analysis, CRM, Financial Modeling, Financial Reporting, Accounting, Outsourcing, Relationship Management, Superior Client Service, Sales, Financial Services, Mergers & Acquisitions, Internal Controls, Leadership, Client Services
Education
Bryant University 1995 — 1999
BS, Accounting
Wipro Consulting October 2014 - Present
IBM November 2012 - April 2014
Tatum LLC August 2011 - November 2012
Xerox June 2009 - July 2011
InnoPhase Consulting June 2008 - June 2009
Cadbury Schweppes October 2007 - June 2008
Capgemini Energy March 2005 - October 2007
Bear Stearns 2002 - March 2005
Sabre / Travelocity 1995 - 2001
Skills
Business Process, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Cross-functional Team..., Outsourcing, Internal Controls, Financial Reporting, Financial Modeling, Financial Accounting, Management, Business Process..., Managerial Finance, Start-ups, Internal Audit, Sales Operations, Team Building, Team Leadership, Corporate Finance, Management Consulting, Budgets, Accounting, External Audit, Product Launch, Cash Flow Forecasting, Shared Services, Management Accounting, Offshoring, IT Outsourcing, Outsourcing Management, Leadership, Auditing, Controller, Management Reporting, Process Improvement, Budgeting, Operations Analysis, Month End Close, Staff Mentoring, SOX, Shared Services..., Financial Management, Offshore Operations, Strategic Planning, Project Management, Business Analysis, Change Management, Strategy, Forecasting, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MPA, Accounting, 3.6
Baylor University
MBA, Finance & Systems
Blackline University
Blackline University
Texas Christian University
BA, Liberal Arts, 3.75
Power Corporation July 2015 - Present
PROFIT INSIGHT® July 2014 - June 2015
SOLE Financial May 2009 - April 2014
Tatum LLC October 2008 - April 2009
Tristar Companies January 2003 - March 2008
Grant Thornton March 1997 - January 2003
US Bank March 1992 - March 1997
Bank of America June 1990 - March 1992
Skills
New Business Development, Sales Management, Operations Management, Financial Services, Credit and Debit Cards, Logistics, Capital Raising, Marketing Strategy, Banking, Mergers & Acquisitions, Marketing, Debit Cards, SaaS, Management, Start-ups, Sales, Finance, Executive Management, Strategic Partnerships, Employee Benefits, Strategy, Strategic Planning, Salesforce.com, Business Development, Lead Generation, Credit Cards, Business Process...
Education
Santa Clara University 1986 — 1990
BS, Economics, Finance
American University 1988 — 1988
Economic Policy Semester
Beaverton High School 1982 — 1986
Mereo LLC 2012 - Present
Motum LLC 2007 - 2013
Tatum LLC 2005 - 2007
PeopleSoft 2003 - 2005
WorldChain 2003 - 2003
i2 Technologies 1999 - 2003
Optika 1997 - 1999
Skills
Demand Generation, Enterprise Software, Professional Services, Business Alliances, Strategy, Marketing Communications, Consulting, Analyst Relations, Public Relations, Sales Operations, Training, Temporary Placement, Executive Search, SaaS, Strategic Partnerships, Positioning, Analytics, Leadership, Business Process, Cross-functional Team..., Marketing Strategy, Business Development, CRM, Start-ups, Salesforce.com, Mergers & Acquisitions, Solution Selling, Sales, New Business Development, Lead Generation, Executive Management, Marketing, Management, Program Management, Operations Management, Management Consulting, Sales Enablement, ERP, Business Intelligence, Business Strategy, Go-to-market Strategy, Cloud Computing, B2B, Product Marketing, Account Management, Sales Process, Product Management, Acquisition Integration, Marketing Automation, Competitive Analysis
Education
Baylor University
Bachelor of Arts with Distinguished Honors, Communications Specialist
Post High School
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
Children's Medical Center February 2014 - Present
Maximum Beverage Marketing March 2011 - Present
The Ginger Man November 2009 - February 2014
Greater Therapy Centers February 2010 - November 2012
Tatum, LLC May 2010 - June 2010
Skills
Customer Service, Scientific Writing, Organization, Time Management, Retail Sales, Customer Satisfaction, Recruiting, Teamwork, Sales, Leadership, Team Building, Microsoft Excel, Microsoft Word, Social Networking
Education
Texas Woman's University 2011 — 2013
Bachelor of Science (B.S.), Nursing Practice
University of North Texas 2007 — 2009
Bachelor of Arts, Biology
Briar Cliff University 2004 — 2006
Biology, Pre-Veterinary Medicine
Sirius Solutions, LLLP September 2014 - Present
Sirius Solutions August 2011 - September 2014
Tatum LLC June 2010 - August 2011
Spotlight Project Services Corp. March 2009 - June 2010
Draco Spring Mfg. Co. October 2004 - April 2009
UCG/Eagle Broadband May 1998 - December 2003
GE Capital February 1997 - May 1998
Skills
Problem Solving, Change Management, Strategic Planning, Management Consulting, Mergers & Acquisitions, Business Strategy, Business Transformation, Executive Management, Operations Management, Team Building, Business Process..., Team Leadership, Manufacturing, Program Management, Project Planning, ERP, PMO, Outsourcing, Cloud Computing, Six Sigma, Risk Management, IT Strategy, IT Management, Vendor Management, Contract Negotiation, Requirements Analysis, Software Project..., Software Development, Management, Strategy, Turn Around Management, Business Advisory, Business Management, Strategic Advisory, Business Planning, Strategy Development, Executive Coaching, BPO, Lean Manufacturing, Enterprise Content..., Project Implementation, Quality Management, Knowledge Management, Leadership, Consulting, Acquisition Integration, CRM, Project Management
Education
The University of Texas at Austin 1997 — 2004
Master's degree, Process Management
Texas A&M University 1991 — 1994
BA, Business Analysis, History & English
Blinn College 1989 — 1991
AA, Business Analysis
Marian Christian High School 1985 — 1989
Buffco Production, Inc. March 2010 - Present
Tatum, LLC 2010 - 2010
Davis Holdings, LP and Davis Southern Operating Company November 2008 - June 2009
Vernon E. Faulconer, Inc. September 2001 - October 2008
Akili Systems Group March 2000 - April 2001
Oracle Energy Corp August 1998 - December 1999
Allegro Development Corp. November 1997 - July 1998
Art Hughes, CPA February 1996 - November 1997
Atlantic Richfield Co (ARCO) March 1975 - February 1996
Skills
Accounting, Restructuring, Petroleum, Energy Industry, Upstream, Energy, Oil/Gas, Joint Ventures, Divestitures, Due Diligence, Financial Analysis, Mergers, Risk Management, Contract Management, Financial Modeling, Natural Gas, Sarbanes-Oxley Act, Financial Reporting, General Ledger, Forecasting, Financial Accounting, Business Process..., Account Reconciliation, Finance, Internal Audit, Budgets, Payroll, Management, Accounts Payable, Accounts Receivable, Tax, Mergers & Acquisitions, Drilling, Oil & Gas Industry, Leadership, GAAP, Cost Accounting, Managerial Finance, Analysis, SAP, Oil & Gas
Education
The University of Texas at Dallas 1978 — 1978
N/A, Computer Science
Florida State University - College of Business 1970 — 1974
BS, 1- Accounting 2- Finance
Melbourne Associates July 2012 - Present
American General Life and Accident Insurance August 2011 - June 2012
Tatum LLC March 2006 - August 2010
TFI October 2004 - March 2006
Salerno Plastics March 2001 - September 2004
Horizon Group June 1998 - March 2001
Alpha Wire/Pacer Electronics February 1995 - May 1998
McBee Systems April 1994 - February 1995
Kentile Floors January 1988 - April 1994
Melbourne Associates November 1985 - January 1988
Skills
Budgets, Strategy, Restructuring, Finance, Leadership, Divestitures, Cash Flow, Corporate Finance, Management Consulting, Turn Around Management, Cost Accounting, Internal Controls, Financial Analysis, Mergers, Plastics, Acquisition Integration, Management, Analysis, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 1967 — 1974
BS, Accounting
Fairleigh Dickinson University 1974 — 1978
MBA, Finance
Duke Chemistry Class of 1982 1982 — 1982
Certificate Course "Chemistry for Executives" (Two Week Course), Chemistry
GPShopper May 2014 - Present
GPShopper October 2011 - Present
e-Dialog May 2011 - October 2011
e-Dialog June 2010 - May 2011
Tatum LLC February 2010 - May 2010
Bentley University September 2006 - May 2010
American Insulated Wire May 2008 - August 2008
Skills
Mobile Marketing, Digital Strategy, Digital Marketing, Management, Marketing Strategy, Web Analytics, E-commerce, Leadership, Online Marketing, Analytics, Email Marketing, CRM, Marketing, Project Management, Social Media Marketing, Online Advertising, Advertising, Event Planning, Social Media, Salesforce.com, Integrated Marketing, Google Analytics, Microsoft Excel, PowerPoint, Marketing Communications, Microsoft Office, Account Management, Strategy, Sales
Education
Bentley University 2006 — 2010
Bachelor of Science, Information Design & Corporate Communication & Liberal Studies; Public Relations
Douglas C Yaecker, CPA 2012 - Present
McNeil Industries 2009 - 2012
Tatum LLC April 2007 - September 2008
Avalon Foodservice, Inc. 1995 - 2006
Financial Management Services 1992 - 1995
Ericson Manufacturing Company 1981 - 1991
Grant Thornton 1974 - 1981
Skills
Accounting, Financial Reporting, Internal Controls, CPA, Cost Accounting, Cash Management, Forecasting, Financial Accounting, Start-ups, ERP, Financial Modeling, Finance, Strategic Financial..., Executive Management, Budgets, Tax, General Ledger, Due Diligence, Cash Flow, Acquisition Integration, Financial Statements, Accounts Payable, Analysis, Business Planning, Leadership, Financial Planning
Education
Cleveland State University
BBA, Accounting
20th Century Fox January 2011 - Present
Nelson Press January 2009 - December 2010
Tatum, LLC November 2007 - November 2008
OneAccord LLC September 2006 - November 2007
Arrow Media, Inc. September 2004 - November 2007
DreamWorks Animation August 2006 - November 2006
Sony Pictures Ent. September 2004 - August 2006
Quovadx February 2001 - September 2004
DreamWorks, SKG May 1996 - January 2001
Universal Studios January 1991 - May 1996
Skills
Project Management, Television, Film, Consumer Products, Software Development, Music, Home Video, Digital Media, Digital Asset Management, New Media, Business Analysis, Strategic Partnerships, Product Management, E-commerce, Marketing Strategy, Entertainment, IT Strategy, Management, Creative Direction, Program Management, SDLC, Leadership
Education
California State University-Northridge
BS & BA, Computer Science & Math
ZCo Consulting August 2003 - Present
Vendita Technology Group April 2013 - November 2013
Coeur Business Group January 2011 - February 2013
AdamsGabbert LLC January 2010 - January 2011
Milo Belle Consultants March 2008 - February 2010
ZCo Consulting January 2003 - January 2008
Tatum LLC January 2006 - August 2007
ZCo Consulting August 2004 - January 2006
Deloitte 1993 - 2004
Deloitte Consulting 2000 - 2003
Skills
Process Improvement, Business Process..., Strategic Planning, Project Management, Risk Management, Program Management, Information Technology, IT Audit, Contract Negotiation, Software, Quality Auditing, Software Selection, IT Risk Management, Leadership, Auditing, Management Consulting, Business Strategy, Governance, Change Management, Mergers, Acquisition Integration, IT Strategy, Executive Management, PMO, Consulting, Vendor Management, Due Diligence, Professional Services, ERP, Mergers & Acquisitions, Analysis, Strategy, Business Intelligence, Management, Integration, Outsourcing, Business Process, Start-ups, Cross-functional Team..., CRM, Performance Management, Project Planning, Coaching, Business Process..., SDLC, Enterprise Software, Project Portfolio..., Quality Assurance, Business Transformation, IT Management
Education
Colorado State University 1991 — 1993
Post Graduate Studies
Purdue University 1964 — 1970
BS, Industrial Management
eSecuritel July 2015 - Present
Clearleap June 2013 - July 2015
Sharecare, Inc June 2011 - June 2013
Tatum LLC July 2010 - May 2011
ProEdit July 2007 - July 2010
East Carolina University January 2006 - May 2007
Rocky Mount Telegram May 2005 - December 2005
Skills
Web Content, Content Management, Scrum, Project Management, InDesign, Software Project..., Requirements Analysis, Technical Writing, JIRA, Program Management, Certified Scrum Master..., Leadership, Agile Project Management, New Media, Process Improvement, Basecamp, Wiki Development, Agile Methodologies, Streaming Media, Digital Video, Marketing Communications, Management
Education
East Carolina University 2005 — 2007
Masters, English, Technical and Professional Communication
East Carolina University 2002 — 2005
Bachelor of Science, Communication
Joan Mayo May 2012 - Present
NextCorp Capital Management June 2008 - April 2012
Tatum LLC 2007 - 2008
JMK Holdings 2006 - 2007
Joan M. Stengle, PLLC 2001 - 2006
Burlington Resources 1998 - 2000
Bass Enterprises 1984 - 1998
Skills
Financial Reporting, Accounting, CPA, Management, Private Equity, Supervisory Skills, Family Office, Project Management, Financial Systems..., Financial Management, Quickbooks 2013, OGSYS
Education
Angelo State University 1977 — 1981
BBA, Accounting
Accretive of Indiana January 2011 - Present
Smoker Craft October 2010 - Present
Accretive of San Diego September 2010 - Present
Volunteers of America of SW California Corporation September 2006 - Present
Supreme Industries, Inc May 2000 - Present
Therm-O-Lite, Inc January 2000 - Present
Vistage March 2014 - September 2014
San Diego Social Venture Partners December 2011 - September 2014
Tatum LLC August 2005 - August 2010
Big Brothers / Big Sisters of Elkhart County, Inc January 1983 - January 2005
Skills
Strategic Planning, Mergers, Acquisition Integration, Business Planning, Business Strategy, Accounting, SEC filings, Start-ups, Venture Capital, Finance, IPO, Financial Analysis, Entrepreneurship, Due Diligence, Team Building
Education
Ball State University - College of Business 1976 — 1980
B.S. Accounting, Finance & Accounting
ClearView CFO LLC July 2011 - Present
Tatum LLC January 2001 - May 2011
Prepared Meal Holdings Inc December 2008 - April 2011
BradFoote Gear Inc May 2007 - August 2008
JAYS Foods Inc December 2005 - May 2007
MIcroMetl Corporation August 2003 - September 2004
Corporate Legal Times March 2002 - July 2003
Automed Technologies Inc January 1999 - April 2001
Shure Incorporated May 1998 - January 1999
Teccor Electronics Inc April 1996 - May 1998
Skills
Due Diligence, Mergers & Acquisitions, Cash Flow, Restructuring, Finance, Financial Analysis, Private Equity, Forecasting, Mergers, Internal Controls, Financial Reporting, Accounting
Education
DePaul University
BSC, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Financial Asset Management Systems November 2013 - Present
Navigant / EthosPartners (acquired by Navigant) February 2010 - May 2013
Ancilla Consulting Solutions, L.L.C. January 2009 - February 2010
Tatum, LLC May 2005 - October 2008
Korn/Ferry International September 2000 - May 2005
Gill/Balsano Consulting July 1992 - September 2000
Mack & Bernstein October 1982 - March 1992
Dooly Healthcare Association October 1980 - June 1982
Skills
Management Consulting, Leadership, Coaching, Strategy, Management, Start-ups, Performance Management, Change Management, Program Management, Mergers, HRIS, Strategic Planning, Mergers & Acquisitions, Budgets, Project Management, Process Improvement, Business Planning, Executive Search, Onboarding, Contract Negotiation, Policy, Acquisition Integration, Training, Human Resources, Employee Benefits, Business Process..., Restructuring, Healthcare, Personnel Management, Risk Management, Leadership Development, Executive Management, Financial Reporting, Business Process, Due Diligence, Operations Management, Professional Services, Project Planning, Consulting, Team Building, Recruiting, Organizational..., Talent Management, Benefits Administration, Finance, Accounting, Vendor Management, Employee Relations, Business Strategy, Analysis
Education
Clark Atlanta University 1978 — 1980
MSW, Policy, Planning & Administration, Honors
University of Wisconsin-Milwaukee 1974 — 1976
B.S., Social Work, Political Science, Magna cum Laude
University of Wisconsin-Oshkosh 1970 — 1972
Journalism, Political Science
Keane & Associates, Inc 1990 - Present
Tatum, LLC 2010 - 2012
Price Waterhouse 1982 - 1990
Skills
Interim Management..., Software Project..., Management Consulting, IT Strategy, Business Intelligence, Business Analysis
Education
Cal Poly Pomona
B.S., Business Administration: Major in Computers & Information Systems
Caico Inc. (previously Oco, Inc) May 2011 - Present
Schmidt Financial Consulting February 2009 - Present
Gloucester Engineering Co., Inc. June 2013 - July 2015
IBS America, Inc December 2010 - December 2012
Nanocomp Technologies, Inc May 2010 - October 2010
Tatum LLC July 2008 - June 2010
Ibis Technology Corporation April 2004 - February 2009
High Voltage Engineering Corp April 2002 - July 2004
PRI Automation January 2000 - May 2002
NECX Direct LLC May 1999 - February 2000
Skills
Capital Raise, Financial Modeling, Mergers and Acquisitions, International Business, Operations, Business Analysis, Investor Relations, Mergers, Start-ups, Manufacturing, Private Equity, Carve-outs, Contract Management, Business Integration, E-commerce, Automation, Capital Equipment, Acquisition Integration, Due Diligence, Restructuring, Corporate Finance, Business Planning, Business Strategy, Strategic Planning, Cost Accounting, SOX, Forecasting, Financial Reporting, Process Improvement, Business Process..., Corporate Governance, Joint Ventures, ERP, Process Engineering, Contract Negotiations, Team Building, SEC reporting, Shared Services, Strategy, SaaS, Mergers & Acquisitions, Sarbanes-Oxley Act, Executive Management, Finance, Turn Around Management, Change Management, Contract Negotiation
Education
Harvard Business School
Fairleigh Dickinson University
MBA
West Virginia University
BS
Biosensis Pty Ltd April 2012 - Present
Verdezyne, Inc. 2011 - Present
Canyonside Advisors LLC February 2009 - July 2011
Tatum LLC 2009 - 2010
MicroIslet, Inc. 2008 - 2009
Millipore Corporation July 2006 - January 2008
Serologicals March 2003 - July 2006
Chemicon International October 2000 - March 2003
Vista Information Solutions, Inc. August 1995 - October 2000
Skills
Mergers & Acquisitions, Due Diligence, Start-ups, Finance, Forecasting
Education
Arizona State University 1983 — 1986
Bachelor of Science, Finance
Columbia Basin College 1980 — 1982
AA, Business
Kamiakin High School 1976 — 1980
Chef Creations, Inc. June 2012 - Present
RVR Consulting Group December 2011 - Present
Tropical Smoothie Cafe January 2001 - Present
Self Employed May 2011 - December 2011
Tatum LLC May 1997 - May 2011
Davgar Restaurants, Inc. 1990 - 1996
Burger King 1984 - 1990
Skills
CFOs, Financial Services, Finance, Financial Analysis, Accounting, Financial Reporting, Strategic Planning, Cash Flow, Forecasting, Budgets, Team Building, Mergers & Acquisitions, Franchising, Due Diligence, Managerial Finance, Restructuring, Contract Negotiation, Accounts Payable, Strategic Financial..., Executive Management, Business Planning, Financial Modeling, Cash Management, General Ledger, P&L Management, GAAP, Internal Controls, Start-ups, Business Valuation
Education
Dowling College 1975 — 1978
BBA, Accounting
BeaconCFO Plus January 2015 - Present
FocusCFO August 2010 - December 2014
Tatum LLC March 2009 - July 2010
WCI Steel / Severstal Warren, Inc. 2006 - 2008
BP America 1980 - 1999
Skills
Accounting, Leadership, Strategic Planning, Mergers, Financial Analysis, Forecasting, Internal Controls, Business Strategy, Divestitures, Mergers & Acquisitions, Process Improvement, Strategy, Budgets, Selling Businesses, Negotiation, Banking Relationships, Team Building, Financial Reporting, Auditing, CFOs, Risk Management, Business Planning, Finance, Managerial Finance, Strategic Financial..., Financial Modeling, Start-ups, Due Diligence, Business Development, Financial Planning
Education
Cleveland State University 1971 — 1975
Accounting
John Carroll University
Master of Business Administration (MBA), Finance
TouchCommerce September 2010 - Present
Viewpoint School 2003 - 2012
Tatum LLC 2008 - September 2010
Efficient Frontier June 2008 - November 2008
Nextera January 2007 - September 2008
Capstone Turbine Corporation 2006 - 2007
ValueClick 2000 - 2005
KPMG Audit 1989 - 2000
kpmg 1989 - 2000
Skills
SEC filings, Sarbanes-Oxley Act, SEC, Accounting, Consumer Products, Mergers, Mergers & Acquisitions, Auditing, Financial Reporting, Management, Managerial Finance, Leadership, Venture Capital, Financial Accounting, Internal Controls, Finance, Forecasting, Internal Audit, Strategic Financial..., Strategy
Education
California State University-Northridge
BS, Business/Accounting
Tatum LLC 2009 - Present
Sisters of Providence Health System 1998 - 2008
W.A. Foote Memorial Hosital 1986 - 1998
Brigham and Women's Hospital 1983 - 1986
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Health Care Concentration
University at Albany, SUNY
BS, Accounting
Circular Energy March 2014 - Present
Vast.com August 2011 - March 2014
Propane Direct Enterprises, LLC December 2009 - March 2011
Tatum LLC November 2007 - December 2009
Tanner Companies April 2007 - November 2007
Ernst & Young May 2004 - May 2006
Skills
SEC filings, Internal Controls, Revenue Recognition, CPA, Sarbanes-Oxley Act, GAAP, Financial Reporting, Accounting, Auditing, SOX 404, Financial Accounting, Financial Analysis, Forecasting, Tax, Internal Audit, US GAAP, SAS70, QuickBooks, Accounts Payable, Treasury, External Audit, Budgets, Financial Statements, Due Diligence, Sarbanes-Oxley, SEC Filings
Education
The University of Texas at Austin 2002 — 2003
MPA, Accounting
Auburn University 1998 — 2002
BS, Accounting
Nexstar Broadcasting Group September 2010 - Present
Archipelago Learning September 2009 - September 2010
Tatum LLC March 2007 - August 2009
Dr Pepper Snapple February 2006 - March 2007
KPMG January 1996 - February 2006
Education
Baylor University 1991 — 1995
BBA, Accounting
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
Sherman High
Intelligent Energy Solutions / E3 Greentech Enterprises February 2011 - Present
Heelys October 2009 - January 2011
Robert Half Management Resources August 2009 - August 2009
Tatum LLC March 2005 - February 2009
Tatum CFO Partners 2007 - 2009
Globeleq 2006 - 2007
Robert Half Management Resources May 2004 - February 2005
Tuesday Morning February 2003 - April 2004
Fleming July 2001 - February 2003
Harelik & Fields, LLP February 1999 - July 2001
Skills
Consolidation, Sarbanes-Oxley, IFRS, SOP 97-2, Accounting, Fixed Assets, Treasury, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Financial Accounting, Auditing, GAAP
Education
Baylor University - Hankamer School of Business 1997 — 1999
EMBA
University of Mary Hardin-Baylor 1980 — 1984
BBA, Accounting
CFO Staff Express January 2012 - Present
Tatum, LLC July 2008 - December 2011
Manor Home Mtg Capital Corp; Neighborhood Housing Svcs of CV (Non-Profit); Naturener USA, LLC March 2005 - June 2008
Heritage Plaza Mortgage, Inc.; Hensley Properties, LLP; Starr Construction September 2001 - December 2004
Silicon Laboratories, Inc. April 2000 - September 2001
Offshore Digital Services, Inc. May 1997 - April 2000
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, Cash Flow, Cost Accounting, Forecasting, Financial Accounting, Business Planning, Financial Analysis, Tax, SAP, Sarbanes-Oxley Act, Budgets, Mergers & Acquisitions, Accounts Receivable, QuickBooks, Account Reconciliation, Strategic Financial..., US GAAP, Consolidation, ERP, Fixed Assets, Start-ups, Internal Audit, Process Improvement, Variance Analysis, Finance, Mergers, Audit, Budgeting, ERP Implementations, Project Management, IT Auditing, Internal Controls Over..., SOX 302/404, Technical Accounting, Pre-IPO - Post IPO, Execution of Business..., Business Plan..., COSO, COBIT, IFRS, Financial Modeling
Education
California Coast University 1993 — 1995
Ph.D, Management, Graduated GPA 3.9/4.0
California State University - Stanislaus 1986 — 1990
BSCS, Computer Science - In process
University of the Philippines 1973 — 1978
MBA, Business Administration - Graduated
Southwestern University (PH) 1969 — 1972
BSBA, ACCOUNTING - Graduated
InfoArch Consulting, Inc April 2001 - Present
Alameda Alliance for Health 2010 - 2012
Tatum LLC October 2008 - May 2010
Kurt Salmon Associates August 2005 - November 2008
Healthlink, Inc December 2001 - August 2005
First Consulting Group July 1991 - December 2001
First Consulting Group (FCG) 1991 - 2001
Price Waterhouse March 1985 - July 1991
Skills
IT Strategy, Strategy, Process Improvement, Outsourcing, Healthcare Information..., Integration, Strategic Planning, Governance, Healthcare, Program Management, Consulting, Performance Improvement, Management Consulting, Business Intelligence, Management, Change Management, Business Process..., ITIL, Project Management, Business Strategy, IT Operations, Executive Management, Information Technology, PMO, Vendor Management, Team Building, Business Development, IT Service Management, IT Outsourcing, Project Planning, IT Management, Six Sigma, Contract Negotiation, SDLC, Project Portfolio..., Business Analysis, Health Policy, COBIT, Cross-functional Team..., Start-ups, Technology Needs..., P&L Management, Lean Sigma, Health Plans, Professional Services
Education
Villanova University 2011 — 2012
Masters Certificate, LEAN Six Sigma
Eckerd College 1997 — 1997
Leadership Institutue
Purdue University 1979 — 1983
BS, Electrical Engineering
Fortium Partners LP September 2014 - Present
Information Systems Leadership of Oklahoma August 2001 - Present
HIMSS Oklahoma Chapter April 2009 - Present
eVantage21 Consulting Services February 2005 - August 2014
AITP 1990 - 2012
Chickasaw Nations Industries May 2011 - November 2011
Dell August 2009 - August 2010
Tatum, LLC September 2006 - January 2009
Integrated Medical Delivery April 2001 - 2005
Sun Microsystems November 1997 - February 2000
Skills
IT Strategy, Project Management, IT Operations Management, Disaster Recovery, Business Strategy, IT Management, ITIL, Business Intelligence, Process Improvement, Data Center, Management, Healthcare, Budgets, Operations Management, Strategy, IT Operations, Leadership, Team Building, Strategic Planning, Business Development, Professional Services, Program Management, Business Analysis, Solution Selling, E-commerce, Executive Management, Training, Software Documentation, Information Technology, Change Management, Project Planning, Security, Business Process..., Consulting, Cross-functional Team..., Enterprise Software, Enterprise Architecture, Integration, Databases, Vendor Management, Business Process, System Administration, Networking, SaaS, Cloud Computing, Sales Operations, Start-ups, Pre-sales, Management Consulting, Outsourcing
Education
University of Central Oklahoma - College of Business Administration 1996 — 2001
MBA, Business and Marketing, 4.0 - #1 ranking in class
DeVry Institute of Technology 1977 — 1980
BSEET, Electronic Engineering Technology
High school
Modea October 2013 - Present
Modea June 2011 - October 2013
Robertson Marketing July 2009 - June 2011
Tatum, LLC September 2008 - April 2009
KARL STORZ GmbH & Co KG 1998 - 2008
Knott's Berry Farm 1991 - 1998
Security Pacific Bank 1981 - 1991
Skills
Internal Controls, Human Resources, Budgets, Internal Audit, Contract Management, Insurance, Microsoft Excel, Process Improvement, Management, Finance, Employee Relations, Payroll, Forecasting, Leadership, Managerial Finance, Financial Reporting, Financial Analysis, Accounting, Strategic Planning, Strategy, Auditing, Financial Planning, Cash Flow, Cost Accounting, Analysis, Accounts Receivable, Accounts Payable, Employee Benefits, Financial Accounting, Due Diligence, Business Strategy, SAP, US GAAP, Financial Audits, Risk Management, Entrepreneurship
Education
Azusa Pacific University 2005 — 2008
MBA, Business
Virginia Polytechnic Institute and State University - Pamplin College of Business 1977 — 1981
BS, Accounting
Warwick High School (Lititz, Pennsylvania) 1974 — 1977
High School
Palladium IT Advisors January 2010 - Present
MSS Technologies April 2007 - November 2009
Tatum LLC September 2002 - April 2007
Integrated Information Systems 2001 - 2002
Cambridge Technology Partners 1994 - 2001
John Hancock Financial Services 1987 - 1994
Skills
Recruiting, IT Strategy, Strategy, Management Consulting, Executive Coaching, Enterprise Software, Information Technology, Consulting, Leadership, Change Management, Management, IT Management, Business Transformation, Organizational..., Mergers & Acquisitions, PMO, Executive Management, Integration, Recruiting for Senior..., Project Management, Analysis, Networking, Business Development, Business Process, Cloud Computing, Project Planning, Divestitures, Vendor Management, Business Process..., CRM, Start-ups, Team Building, Project Portfolio..., SDLC, Supplier Evaluation, Business Analysis, Outsourcing, Business Intelligence, Governance, Process Improvement, Team Leadership, Cross-functional Team..., PMP, Professional Services, Coaching, SaaS, Vendor Selection
Education
Boston University
BA, Mathematics
University of Massachusetts, Amherst
Tatum LLC 2011 - Present
Salo LLC 2005 - 2010
Corporate Benefit Services of America, Inc. 2000 - 2004
UnitedHealth Group 1996 - 2000
HealthEast 1986 - 1996
Skills
Financial Reporting, Mergers, Accounting, SEC filings, Due Diligence, Process Improvement, Auditing, Strategic Financial..., Finance, Cross-functional Team..., Strategic Planning, Internal Controls, Leadership, Contract Negotiation, Private Equity, Healthcare, Management, Strategy, Analysis, Executive Management, Financial Analysis, Acquisition Integration, Managerial Finance, Management Consulting, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Mergers & Acquisitions
Education
University of Wisconsin-Madison 1979 — 1980
M.S., Health Care Fiscal Management
Concordia College 1975 — 1979
B.A., Healthcare Financial Management
Webster Wilkinson July 2014 - Present
The Logistics Group July 2011 - July 2014
Tatum LLC May 2009 - August 2012
Aerostructures Acquisition LLC January 2008 - January 2009
AdobeAir, Inc. February 2006 - January 2008
Matthews Health Clinic October 2003 - February 2006
Laird, Inc. March 1997 - February 2006
McCoy-Ellison, Inc. April 1990 - March 1997
Wingate University 1992 - 1997
Dexter Corporation 1981 - 1990
Skills
Employee Benefits, Treasury, Bankruptcy, Financial Analysis, Forecasting, Insurance, Private Equity, Restructuring, Managerial Finance, Due Diligence, Mergers, Acquisition Integration, Mergers & Acquisitions, Financial Reporting, Strategic Planning, Accounting, Finance, Strategy, Start-ups, Risk Management, Strategic Financial..., Process Improvement, Corporate Finance, Auditing, Cash Management, Leadership, Budgets, Management, Cost Accounting, Analysis, Cash Flow, Investments, ERP, Executive Management, Working Capital..., Portfolio Management, Banking, Financial Modeling, Acquisitions, Treasury Management, Divestitures, Business Planning, Venture Capital
Education
Syracuse University 1974 — 1976
MBA
Bates College 1970 — 1974
BA
Fortium Partners LP April 2014 - Present
Motum LLC August 2007 - April 2014
Tatum LLC May 2003 - August 2007
i2 Technologies 2000 - 2003
Ernst & Young 1997 - 2000
Power Computing Corp. October 1995 - January 1997
AST Computer 1993 - 1995
Tandy Computer 1992 - 1993
Skills
Professional Services, Start-ups, Acquisition Integration, Mergers, Strategic Planning, Management Consulting, Enterprise Software, Business Development, SaaS, Executive Management, Strategic Partnerships, Turn Around Management, Program Management, Business Planning, Solution Selling, Mergers & Acquisitions, Team Building, Lead Generation, Vendor Management, Pre-sales, Product Management, ERP, Leadership, Sales, Competitive Analysis, P&L Management, Strategy, Contract Negotiation, Sales Management, Go-to-market Strategy, Business Process..., Product Marketing, Consulting, Management, Venture Capital, Marketing, Integration, New Business Development, Business Strategy, Business Alliances, Sales Process, CRM, Process Improvement, Corporate Development, Forecasting, Cross-functional Team..., Entrepreneurship, Due Diligence, Talent Management, Sales Operations
Education
California State University-San Bernardino - College of Business and Public Administration 1974 — 1977
BS
University of Nebraska 1972 — 1974
Rancho Alamitos High School
TechPubs Inc. 2008 - Present
Colorado Altitude Training LLC 2006 - 2008
Integrated Airline Services 2003 - 2005
Grant Thornton LLP 2002 - 2004
Tatum LLC 2001 - 2002
Flight Options 2000 - 2001
Atlas Air 1998 - 2000
AirTran Airways 1994 - 1997
McDonnell Douglas Finance Corp 1983 - 1994
Skills
Mergers, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Program Management, Finance, Leadership, Private Equity, Due Diligence, Budgets, Management, Executive Management, Business Development, Business Strategy, Accounting, Strategic Planning, Consulting, Strategy, Human Resources, Solution Selling, Contract Negotiation, Change Management
Education
Denison University
Bachelor's degree, History and Economics
University of Wisconsin-Madison - School of Business
MBA, Marketing and International Business
Beacon CFO PLus December 2014 - Present
Tatum LLC 2006 - 2010
Skills
Mergers & Acquisitions, Financial Reporting, Financial Analysis, Due Diligence, Strategic Planning
Education
Eastern Michigan University 1967 — 1971
BBA, Accounting
W S Hurley Financial Consulting 2006 - Present
Energetiq Technology, Inc. 2006 - Present
IPG Photonics 2006 - Present
IPG Photonics 2008 - 2010
Tatum LLC 2002 - 2006
Applied Science and Technology ("ASTeX") 1999 - 2001
Cybex International 1996 - 1999
Bolt Beranek and Newman February 1992 - April 1995
Wyman Gordon Ltd, Lincoln, UK 1972 - 1992
PricewaterhouseCoopers 1968 - 1972
Skills
Accounting, Semiconductors, Small Business, Start-ups, Finance, Mergers & Acquisitions, Management, IPO, Manufacturing, Business Development, Divestitures, Financial Analysis, Corporate Governance, Restructuring, Due Diligence, Internal Controls, Private Equity, Financial Modeling, SEC filings, Auditing, Leadership, Venture Capital, Acquisition Integration, Strategy, Executive Management, Acquisitions, US GAAP, Sarbanes-Oxley Act, Corporate Development, Business Valuation
Education
Columbia University - Columbia Business School 1966 — 1968
MBA, Finance
Boston College 1962 — 1966
B S, Accounting
Tatum LLC March 2012 - Present
Revelytix, Inc March 2013 - Present
Investment Technology Group 1997 - 2010
Reuters America, Inc. 1988 - 1997
ITM Corporation 1981 - 1988
Price Waterhouse Coopers 1975 - 1981
Skills
Mergers, Managerial Finance, Equities, Investor Relations, Financial Analysis, Electronic Trading, Capital Markets, Due Diligence, Acquisition Integration, Trading Systems, Management, Accounting, Risk Management, Mergers & Acquisitions, Finance, Financial Risk, US GAAP, Financial Reporting, Private Equity, Sarbanes-Oxley Act, Financial Services, Internal Controls, SEC filings, Consolidation, Tax, Forecasting, Banking, CPA, Strategic Financial..., IPO, Valuation, Corporate Finance, Executive Management, Budgets, Auditing, IFRS, Internal Audit, Restructuring, Sarbanes-Oxley, Revenue Recognition, Financial Audits, Financial Accounting, GAAP, Enterprise Risk..., Cash Flow, M&A experience, Corporate Governance, SEC Filings
Education
City University of New York-Brooklyn College
BS, Accounting
TATUM LLC April 2011 - Present
INTUIT February 2012 - April 2012
ATS SYSTEMS May 2009 - December 2010
LIMBACH COMPANY October 2007 - October 2008
MAGNUS MOBILITY SYSTEMS, INC March 2000 - July 2007
CONNOLLY PACIFIC July 1999 - February 2000
TOYOTA RACING DEVELOPMENT INC July 1998 - July 1999
JE PISTONS May 1997 - July 1998
U.S. COAST GUARD August 1976 - September 1996
Skills
Financial Management, Capital Markets, Construction, Lean Manufacturing, Job Costing, Information Management, SAP, Oracle, Timberline, JD Edwards, Mas 90, Inventory Management, Mergers, Acquisition Integration, Private Equity, German, Growth, Restructuring, Environmental Management, MS Project, Hyperion, Distribution, Contract Management, Asset Based Lending, Sarbanes Oxley, Epicor, Turnarounds, Heavy Construction, Subcontracting, Forecasting, Cost Control, Financial Modeling, Asset Management, Corporate Finance, Accounting, Financial Reporting, Financial Analysis, ERP, Budgeting, Strategic Planning, Negotiation, Due Diligence, Cost, Tax, Internal Controls, Analysis, Planning, Cash Flow, Process Improvement, Visual Basic
Education
Pepperdine University 1994 — 1997
Master of Business Administration (MBA) with honors, Finance
California State University-Long Beach 1999 — 2000
Graduate Accounting
Westmont College 1972 — 1976
Bachelor of Arts, with honors
Surgical Information Systems October 2014 - Present
David J. Horn and Associates May 2013 - Present
Generation Orbit Launch Services, Inc. 2013 - Present
Cash Environmental 2010 - Present
IPA, LLC April 2012 - April 2013
St Vincent Health System March 2011 - March 2012
Tatum LLC July 2007 - February 2011
Safeguard Self Storage 2007 - 2010
Tatum LLC November 2002 - June 2007
EduTrek International, Inc, operator of American Intercontinental University January 2001 - October 2002
Skills
Mergers, Turn Around Management, Strategic Planning, Strategy, Finance, Entrepreneurship, Portfolio Management, Internal Controls, Business Strategy, Mergers & Acquisitions, Private Equity, Management, Accounting, Executive Management, Budgets, Due Diligence, Leadership, Negotiation, Restructuring, Strategic Financial..., Litigation Support, Management Consulting, Auditing, Valuation, Cash Management, Financial Analysis, Managerial Finance, Start-ups, Investments, Business Planning, Cost Accounting, Acquisition Integration, Business Development, Consulting, Risk Management, Business Process..., Financial Reporting, ERP, Tax, Cash Flow, Joint Ventures, Financial Modeling, Forecasting, Process Improvement, P&L Management, Coaching, Financial Structuring, Professional Services, Banking, Treasury Management
Education
CPA certified in New York State 1977 — 1977
CPA Certificate, Certified Public Accountant
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA, Financial Control
Dickinson College 1970 — 1974
BA, Psychology and Economics
Tatum LLC President & CEOUnited Emergency ServicesSeptember 2000 - January 2006
Cadwallader & Associates August 1994 - August 2000
Coastal Healthcare Group June 1991 - July 1994
Montrose Capital March 1985 - June 1991
Nationsbank June 1974 - March 1985
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1972 — 1974
MBA, Finance & Marketing
Duke University 1965 — 1969
AB, Political Science
Tenet Healthcare August 2012 - Present
Indepedent Freelancer March 2007 - Present
Waterbury Hospital February 2012 - August 2012
Vanguard Health Systems 2009 - 2009
India Association of Nashville 2008 - 2009
Tatum LLC April 2008 - December 2008
IASIS Healthcare November 2005 - January 2007
Capella Healthcare 2007 - 2007
HCA Corporate Office 2001 - 2005
Hospital Corporation of America 1980 - 2005
Skills
Healthcare, Hospitals, Revenue Cycle, Process Improvement, Financial Analysis, Strategic Planning, Financial Reporting, Budget, Accounting, Auditing, Risk Management, Managerial Finance, Internal Controls, Analysis, Executive Management, Healthcare Consulting, Due Diligence, Policy, Team Building, Forecasting, Financial Accounting, EMR, Healthcare Management, Business Analysis, Budgets, Change Management, Mergers & Acquisitions, Project Management, Finance, Management, Business Process..., Start-ups, Management Consulting, Leadership, Business Strategy, Payroll, Financial Modeling, Insurance, Business Planning, Physicians, Human Resources, Healthcare Industry, Strategy, Internal Audit, Performance Improvement, Variance Analysis, Accounts Receivable, Restructuring, Contract Negotiation, Medicaid
Education
Emory University 1992 — 1993
MBA, Business/Commerce, General
University of Tennessee at Martin 1973 — 1978
BS, Accounting
Kaolin Mushroom Farms, Inc. May 2012 - Present
CFO Partners, LLC July 2011 - Present
Penn Valley Group CFO Services LLC January 2009 - July 2011
RoadSafe Holdings, Inc. October 2007 - January 2008
Tatum LLC April 2007 - October 2007
American Meter Company October 2004 - October 2006
Henkels & McCoy, Inc. April 1989 - October 2004
SEI Investments July 1982 - April 1989
Ernst & Young, LLP November 1979 - July 1982
Skills
Mergers, Tax, Strategy, Financial Analysis, Forecasting, Budgets, Enterprise Software, CPA, Auditing, Finance, Due Diligence, Internal Audit, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Strategic Planning, Cash Management, Cash Flow, Private Equity, Valuation, Analysis, Management, Cash Flow Forecasting, Insurance, Credit, Financial Services, Banking, Working Capital..., Restructuring, Divestitures, Executive Management, Sarbanes-Oxley Act, Acquisition Integration, Financial Modeling, Business Valuation, US GAAP, SEC filings, Strategic Financial..., Internal Controls, Cost Accounting, IPO, Business Planning, Revenue Recognition, Treasury Management, GAAP
Education
Villanova University School of Law 1984 — 1989
Masters, Taxation
Drexel University - LeBow College of Business 1976 — 1977
MBA, Financial Management
Ursinus College 1969 — 1973
BA, Economics
Ray-Allen, Inc & the magis group January 2009 - Present
DePaul University 2008 - Present
Lewis University January 2011 - Present
Tatum LLC November 2007 - November 2008
Vision Enterprises, Inc. January 2002 - May 2006
PriceWaterhouseCoopers Consulting September 1998 - August 2001
Evolutionary Technologies, Inc. January 1993 - September 1998
Synon Inc. 1988 - 1991
Consumer Systems 1978 - 1985
Skills
Sales Management, Sales Process, Direct Sales, Event Management, Account Management, Team Building, Teaching, Team Leadership, Business Analysis, Market Analysis, Volunteer Coordination, Volunteer Management, Coaching, Professional Services, New Business Development, Marketing Strategy, Marketing Communications, Direct Marketing, Survey Research, Survey Development, Executive Mentoring, Youth Mentoring, Sports, Online Training, Vendor Relations, Customer Relations, Public Relations, Communications Strategy, Pricing Strategy, Distribution, Alliance Development, Alliance Marketing, Technology Sales, Sales, Management, Sales Operations, CRM, Start-ups, Marketing, Strategy, Customer Service, Program Management, Strategic Partnerships, Recruiting, Business Intelligence, Leadership, Management Consulting, Market Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1982
MBA
United States Military Academy - West Point, NY 1965 — 1969
BS
Teneo Holdings May 2011 - Present
Tatum, LLC June 2008 - May 2011
Live Gamer, Inc. August 2007 - March 2008
MRU Holdings, Inc. February 2005 - July 2007
Everyday Health January 2004 - February 2005
CapitalThinking, Inc. April 2003 - January 2004
NeoVision Hypersystems, Inc. April 2001 - April 2003
Always-On, Inc. August 2000 - April 2001
The Associated Press August 1996 - August 2000
Knight-Ridder Financial, Inc. August 1994 - August 1996
Skills
Financial Analysis, Mergers & Acquisitions, Finance, Start-ups, Accounting, Forecasting, Strategy, Mergers, Internal Controls, Financial Modeling, SEC filings, Management Consulting, Executive Management, Due Diligence, Private Equity, Business Planning, Cash Flow, Leadership, Managerial Finance, Cash Management, Auditing, Corporate Finance, Sarbanes-Oxley Act, Restructuring, Budgets, Accounts Payable, Process Improvement, GAAP, Compliance, Consolidation, Financial Reporting, US GAAP, Acquisition Integration, Entrepreneurship, Financial Services, Valuation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1989
MBA
Creighton University 1984 — 1988
BSBA
New Hampton (Iowa) High School 1984 — 1984
CohnReznick LLP August 2014 - Present
Hartman Executive Advisors December 2010 - July 2014
RWD Technologies April 2009 - December 2010
Catalyst IT Services July 2007 - April 2009
Tatum, LLC January 2005 - July 2007
SPX Security & Investigations May 1999 - June 2004
Metro Information Services June 1995 - May 1999
Skills
Project Management, Business Process..., CRM, Leadership, Information Security, Recruiting, Program Management, IT Strategy, Change Management, Management Consulting, Strategic Planning, Business Intelligence, Business Process..., Start-ups, Strategy, Enterprise Architecture, Business Development, Process Improvement, Vendor Management, Business Analysis, Mergers, Project Portfolio..., Business Process, ERP, Information Technology, PMO, Integration, Executive Management, IT Management, Strategic Partnerships, Consulting, SaaS, Acquisition Integration, Mergers & Acquisitions, Governance, Cloud Computing, Business Transformation, Professional Services, PMP, SDLC, Risk Management, Management, Enterprise Software, SharePoint, Business Strategy, Disaster Recovery, Outsourcing, Cross-functional Team..., Software Development, Requirements Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2011
MBA, International Business
University of Maryland
BS, Management Information Systems
Experis 2010 - Present
Tatum LLC 2009 - 2010
Ernst and Young 1997 - 2009
The Coca-Cola Bottling Company of New York 1988 - 1997
Ernst & Whinney 1983 - 1988
Skills
Enterprise Risk..., Internal Controls, Internal Audit, Auditing, Corporate Governance, COSO, Due Diligence, Management Consulting, IT Audit, Risk Management, Business Process..., Risk Assessment, Accounting, Sarbanes-Oxley, Governance, Strategy, Change Management, Consulting, Financial Risk, Sarbanes-Oxley Act, Leadership, Management, Team Building
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1983
MBA, Accounting
Dickinson College 1978 — 1982
BA, Economics
A&R Development Corp. May 2014 - Present
Tatum, a Randstad Company September 2013 - April 2014
High Street Partners August 2011 - August 2013
Tatum LLC January 2011 - August 2011
Maryland Pennysaver 2008 - 2010
Jewelnet Acquisition Corp 2007 - 2007
Protocol Integrated Direct Marketing 2004 - 2006
Harte-Hanks Direct Marketing 2001 - 2004
Harte-Hanks Logistics 1998 - 2001
Harte-Hanks Logistics 1994 - 1998
Skills
Project Management, Budgets, Finance, Leadership, Private Equity, Outsourcing, Financial Analysis, Contract Negotiation, Due Diligence, Management, Business Strategy, Strategy, Forecasting, Business Intelligence, Strategic Planning, Integrated Marketing, Financial Reporting, Operations Management, Cash Flow, Portfolio Management, Accounting, Mergers & Acquisitions, Auditing, Recruiting, ERP, Internal Controls, Process Improvement, New Business Development, Investments, Executive Management, Managerial Finance, Start-ups
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
Century 21 Action Plus Realty May 2010 - Present
BuyWithMe.com October 2010 - June 2011
Tatum LLC October 2006 - March 2010
Comverse 2006 - 2009
Practice Expert, Inc. January 2005 - October 2006
PHYSICIAN INFORMATICS January 2001 - January 2005
MEDPRO HEALTHCARE MANAGEMENT, LLC January 1996 - January 2001
CRUM AND FORSTER CORPORATION January 1989 - January 1996
Xerox January 1988 - January 1989
MANHATTAN NATIONAL CORPORATION January 1986 - January 1988
Skills
Sarbanes-Oxley Act, Mergers, Due Diligence, Management Consulting, Acquisition Integration, Restructuring, Internal Controls, SEC filings, Accounting, Mergers & Acquisitions, Corporate Finance, Start-ups, Tax, Strategy, Leadership, GAAP, Business Process..., Management, Finance, Executive Management, Corporate Development, Private Equity, Venture Capital, Analysis, Business Planning, Revenue Recognition, Strategic Planning, Corporate Governance, Financial Analysis, Budgets, Internal Audit, Financial Modeling, Sarbanes-Oxley, Financial Services, Entrepreneurship, Banking, Investments
Education
Fordham University 1961 — 1965
B.S, Accounting
Band of Angels April 2015 - Present
Etubics Corporation May 2014 - Present
Adept Technology September 2005 - November 2014
Tucker Associates September 2007 - August 2014
Tatum, LLC January 2009 - March 2013
World Heart, Inc. June 2005 - August 2007
Cellegy Pharmaceuticals, Inc November 1994 - April 2005
Vivus Inc 1992 - 1994
XOMA 1990 - 1992
Schering Plough (now Merck) 1986 - 1989
Skills
Financial Modeling, Strategy, Angel investing, Corporate Finance, Corporate Development, IPO, Financial Analysis, Mergers, Restructuring, Start-ups, Acquisition Integration, Due Diligence, Strategic Planning, New Business Development, SEC filings, Investor Relations, Budgets, Business Development, Forecasting, Contract Negotiation, Manufacturing, SEC reporting, Financial Reporting, Budgeting, Financial Planning, Medical Devices, Fundraising, Strategy Development, Cash Flow, Entrepreneurship, Cash Management, Venture Capital, International Business, SEC Filings
Education
Columbia University - Columbia Business School 1971 — 1973
M.B.A., Finance
Fordham University 1966 — 1970
B.S., Chemistry
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
Reiter Affiliated Companies February 2013 - Present
Tatum LLC January 2011 - February 2013
Biolase Technology March 2009 - August 2010
Biolase Technology April 2008 - March 2009
Private Equity Operational Carve Out 2005 - 2007
Salton, Inc. (George Foreman Grill) 2001 - 2005
KoSa (Now Div of Koch Industries) 2000 - 2001
Fruit of the Loom 1995 - 2000
Georgia-Pacific LLC 1994 - 1995
Arthur Andersen & Co. 1989 - 1994
Skills
Negotiation, Contract Negotiation, Turn Around Management, Turnaround Strategy, Strategic Financial..., Strategic Planning, Cost Accounting, Cost Management, Cost Reduction..., Acquisition Integration, Strategy Implementation, Carve-outs, Activity Based Costing, Creative Financing, Bridge Financing, Asset Based Finance, Debt Restructuring, Distribution Strategies, CFOs, Part-Time CFO Services, Part Time CFO, CEO Succession, Project Management, Transition Management, Executive Transition, Business Process..., Start-ups, Mergers, Mergers & Acquisitions, Finance, Strategy
Education
Duke University - The Fuqua School of Business 1987 — 1989
Masters of Business Administration, Marketing, Finance, Operations
Grand Valley State University
Bachelor of Business Administration (BBA), Accounting and Finance
Arthritis Foundation 2013 - Present
Self Employed March 2012 - Present
Classic Concepts Inc January 2010 - March 2012
Tatum LLC September 2006 - January 2010
Razor USA LLC January 2002 - September 2006
JB 2000 - 2002
New Horizons CLC 1998 - 2000
Deloitte & Touche September 1989 - May 1992
Skills
SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, GAAP, Acquisition Integration, IPO, Strategic Financial..., Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2006
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1989
BA, Accounting
David Starr Jordan High School 1972 — 1976
high school, business
Abyrx March 2014 - Present
DecisionCFO November 2011 - Present
Direct Approach Solutions September 2009 - Present
Somaly Mam Foundation November 2009 - December 2011
HR Consulting January 2009 - December 2009
TATUM, LLC April 2007 - December 2008
Debt Resolve, Inc. August 2006 - December 2006
Electro-Optical Sciences, Inc. January 2004 - August 2006
Skills
Start-ups, Financial Reporting, Finance, Management Consulting, Budgets, Management, Business Planning, Financial Modeling, Strategy, Program Management, Leadership, Internal Controls, Accounting, Auditing, GAAP, Mergers & Acquisitions, Information Systems, Consulting, Forecasting, Financial Analysis, Human Resources, Restructuring, Interviews, Consolidation, Cash Flow, Financial Accounting, Strategic Planning, Cash Management, Managerial Finance, Accounts Payable, General Ledger, Internal Audit
Education
City University of New York-Brooklyn College 1970 — 1977
Bachelor of Science
Platinum Resource Group December 2011 - Present
Larry Ostrosky and Associates, CPAs December 2009 - November 2011
Kinecta Federal Credit Union 2008 - July 2009
Tatum LLC 2008 - 2009
Ameriquest Mortgage Company 2003 - 2007
ACC Capital Holdings 2003 - 2007
Washington Mutual Bank 1996 - 2003
Skills
Accounts Payable, SEC filings, ERP, Coaching, Balanced Scorecard, Financial Analysis, Sarbanes-Oxley Act, Microsoft Office, Business Development, Activity Based Costing, EPM, Business Strategy, Forecasting, Strategy, Financial Modeling, Business Planning, Mergers & Acquisitions, Performance Management, Strategic Planning, Leadership, Process Improvement, Budgets, Enterprise Software, Business Intelligence, Finance, Cross-functional Team..., Management, Start-ups, Financial Reporting, Consolidation, Strategic Financial..., Executive Management, Human Resources, Due Diligence, Accounting, Recruiting, Analytics, Corporate Finance, Banking, Business Process..., Restructuring, Financial Accounting, Analysis, Financial Services, Change Management, Consulting, Acquisition Integration, Risk Management, Sales, Management Consulting
Education
California State University-Fullerton - College of Business and Economics 1977 — 1981
BS, Accounting
Marquis Advisory Group, LLC July 2010 - Present
University of San Francisco August 2012 - November 2012
Tatum, LLC July 2006 - June 2010
Weathernews Americas Inc. February 2002 - June 2006
Education
Indiana University Bloomington 1973 — 1975
MBA, Finance
Defense Language Institute 1969 — 1969
Diploma, Chinese Mandarin
Niagara University 1964 — 1968
BA, English
Tatum LLC May 2008 - Present
Robbins Gioia December 2006 - May 2008
EMM 1990 - 1996
Skills
Leadership, Strategy, Acquisition Integration, Financial Reporting, New Business Development, Management, Management Consulting, Mergers, Start-ups, Consulting, Strategic Planning, Finance, Business Strategy, Strategic Thinking, Team Building, Mergers & Acquisitions, Venture Capital, Due Diligence
Education
Clemson University 1978 — 1982
BS, Economics
Clemson University - College of Business and Behavioral Science 1978 — 1982
BS, Economics
Southlight, Inc. April 2006 - Present
Rankin McKenzie, LLC March 2002 - Present
Rankin McKenzie, LLC March 2002 - Present
NC IDEA October 2007 - June 2014
Riemser Inc. December 2010 - May 2013
Polyglot Systems 2000 - September 2010
Lumberg, Inc. 2004 - 2006
Tatum LLC 1996 - 1999
Skills
Start-ups, Management Consulting, Strategy, Management, Business Development, Executive Management, Program Management, Finance, Mergers & Acquisitions, Leadership, Entrepreneurship, Venture Capital, Business Strategy, Product Development, Managerial Finance, Mergers, Clinical Research, Strategic Planning, Private Equity, Strategic Financial..., Business Planning, Corporate Governance, Accounting, Personnel Management, Executive Search, Marketing, Project Management, Financial Reporting, Nonprofits, Human Resources, Healthcare
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
University of North Carolina at Chapel Hill 1973 — 1977
BSBA, Accounting
Trinity Credit Services November 2014 - Present
Artist/Entrepreneur June 2014 - Present
3e McKinney June 2010 - June 2014
Power Strategies, Inc 2006 - October 2010
Tatum LLC November 2009 - May 2010
Haynes Landscape 2005 - 2006
Covenant Information Services, Inc. 2003 - 2005
Consulting Pros 1999 - 2003
Leadership Network 1998 - 2000
Interstate Batteries January 1992 - November 1998
Skills
Non-profits, PowerPoint, Administration, Microsoft Office, Outlook, Windows, Excel, Word, Process Improvement, Administrative Support, Quickbooks, Accounting, Accounts Payable, Billing, Network Administration, Help Desk Support, SharePoint, Dreamweaver, FrontPage, Microsoft Word, Microsoft Excel, System Administration, Public Speaking, Nonprofits
Education
Training Camp 1998 — 2000
Microsoft Certification, MCSE
Taylor University College and Seminary 1971 — 1973
B.R.E. (Bachelor of Religious Education), Religion
Kennesaw State University November 2005 - Present
Drake Beam Morin 2004 - 2005
Tatum LLC 2000 - 2003
Right Management Consultants 1998 - 1999
Skills
Strategic Planning, Leadership Development, Mergers, Business Planning, Business Strategy, Management Consulting, Performance Management, Marketing Strategy, Financial Analysis, Business Analysis, Management, Leadership, Change Management, Team Leadership, Data Analysis, Program Management, Marketing, Executive Coaching, Coaching, Team Building, Vendor Management, Telecommunications, Business Process..., Nonprofits, Public Speaking, Start-ups, Mergers & Acquisitions, Business Intelligence, Business Development, Project Management, Entrepreneurship, Organizational..., Cross-functional Team..., Process Improvement, Strategy, Competitive Analysis, Professional Services, Training, Analysis, Consulting, Project Planning, Executive Management, CRM, Budgets, Risk Management, Forecasting, New Business Development, Contract Negotiation, Operations Management
Education
Case Western Reserve University 1968 — 1972
Ph.D. & M.S., Management Science
Loyola University New Orleans 1964 — 1968
B.S., Mathematics
Unique Stone Concepts, LLC November 2010 - Present
Tatum LLC 2007 - 2009
Royal Vendors Inc 1987 - 2004
Coin Acceptors 1983 - 2004
Clayton Chamber of Commerce 1990 - 1996
Alvey Inc. 1979 - 1983
KPMG 1976 - 1979
Skills
Team Building, Financial Analysis, Leadership, Product Development, Entrepreneurship, Project Management, Negotiation, Mergers, Acquisition Integration, Executive Management, SEC filings, P&L Management, Budgets, Business Planning, Contract Negotiation, Business Strategy, Finance, Internal Controls, Mergers, Start-ups, Strategic Planning, Management Consulting, Management
Education
Fontbonne University 1992 — 1994
MBA, Accounting
University of Missouri-Saint Louis 1974 — 1976
BSBA, Accounting
BlackBriar Advisors LLC January 2011 - Present
PawnMart January 2001 - December 2014
BBK June 2009 - December 2010
Tatum LLC October 1999 - May 2009
Skills
Restructuring, Mergers, Due Diligence, Acquisition Integration, Management Consulting, Financial Modeling, Turn Around Management, Financial Analysis, SEC filings, Executive Management, Strategic Planning, Business Strategy, Financial Reporting, Finance, Start-ups, Mergers & Acquisitions, Strategy, Management, Business Process..., Managerial Finance, Valuation, Budgets, Venture Capital, Business Development, Corporate Finance, Divestitures, Leadership, Strategic Financial..., IPO, Corporate Development, Bankruptcy, Business Valuation, Risk Management, Private Equity, Debt Restructuring, Investor Relations, Business Planning, M&A experience, Cash Management, Sarbanes-Oxley Act, Cash Flow, Portfolio Management, Treasury Management, Working Capital..., Investment Banking, LBO, Corporate Governance, Internal Controls, Acquisitions, Financial Structuring
Education
Arizona State University 1974 — 1977
Bachelor's degree, Accounting
Universtity of Wisconsin- Stevens Point 1972 — 1974
Mathematics
Los Angeles County Sanitation Districts 2003 - Present
Tatum LLC 2000 - 2003
Nadeau Corporation 1999 - 2000
N&K CPA's Inc. 1995 - 1999
Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment, Accounting, CPA, Financial Reporting, Enterprise Risk..., Microsoft Excel, Analysis, GAAP, General Ledger, Financial Accounting, Microsoft Office
Education
University of Southern California
BS
California State University-Los Angeles
MBA
Waseda University
Middlebury College
Resources Global Professionals (RGP) December 2014 - Present
Experian December 2012 - October 2014
First American Financial Corporation March 2012 - November 2012
JMB Consulting March 2010 - August 2010
Tatum LLC July 2009 - March 2010
Multi-Fineline Electronix (MFLEX) May 2008 - June 2009
Various Pubicly-Traded Companies July 2007 - September 2008
People's Choice Home Loan 2005 - 2005
MTM Technologies 2004 - 2005
Pureline Treatment Systems, Inc. 2002 - 2004
Skills
Sarbanes-Oxley Act, Financial Accounting, Risk Management, Financial Reporting, Managerial Finance, Purchasing, Auditing, Human Resources, Accounting, Mergers & Acquisitions, Investor Relations, Internal Audit, Due Diligence, US GAAP, SEC Financial Reporting, Financial Statements, Finance, Treasury, Financial Audits, GAAP, CPA, Budgets, Income Tax, Financial Analysis
Education
California State University-Long Beach - College of Business Administration
Business Administration
University of Maryland College Park
CVS Caremark Corporation September 2013 - Present
The Triskelion Group LLC March 2009 - August 2013
Computer Sciences Corporation (First Consulting Group acquisition) July 2006 - February 2009
Tatum, LLC October 2004 - July 2006
Independent Management Consultant July 2001 - December 2004
Muze April 2000 - June 2001
USI Administrators February 1999 - April 2000
Advica Health Management March 1997 - February 1999
M Tech Systems February 1989 - March 1997
Infosys Group February 1987 - February 1989
Skills
Healthcare, Program Management, Project Portfolio..., Health Plans, MS Project, Offshore Project..., Enterprise Software, ERP, VoIP, Technology..., Software Implementation, Strategic Leadership, Technical Leadership, Change Leadership, Medicare, Medicaid, Healthcare Information..., Healthcare Consulting, IT Strategy, Integration, Business Process..., PMO, Outsourcing, Strategy, Strategic Planning, Vendor Management, Business Analysis, CIO Advisory Services, CXO level engagement, C Level Management, P&L Accountability, Multi-cultural Team..., Off-shore Teams, Off-shore Project..., Agile & Waterfall..., QMACS, Medicare Advantage, Trizetto, Macess, Cactus, Amisys, Oracle ERP..., PeopleSoft, IT Controls, COBIT, QNXT, Health Policy, Change Management, Project Management, Project Planning
Education
College of Healthcare Information Management Executives 2000 — 2000
Certificate, Advanced Healthcare IT Strategies
IBM Advanced Business Institute 2000 — 2000
Certificate, Succeeding as a CIO
College of Healthcare Information Management Executives 1999 — 1999
Certificate, Healthcare Information Technologies and Architectures
Dowling College 1991 — 1991
Business Management
Grumman Data Systems Institute 1985 — 1985
Certificate, Diploma, Computer Programming
LIU Post 1981 — 1983
Computer Science
BLR Holdings, Inc. 2012 - Present
Tatum, LLC 2008 - July 2012
JCPenney Company 1999 - 2007
JCPenney 1997 - 1999
JCPenney 1994 - 1997
Kroger Food Company 1973 - 1988
Skills
Vendor Management, IT Strategy, PMO, Project Management, Business Process..., Process Improvement, Management, Program Management, Budgets, Strategy, Telecommunications, Integration, Management Consulting, Software Development, Business Process, Outsourcing, ERP, Project Planning, Business Analysis, CRM, Consulting, Analysis, Leadership
Education
DeVry University 1985 — 1988
Bachelor, Electronic Engineering
Columbus State Community College
Associate, Retail Management
Exceptional Leaders International March 2015 - Present
Tatum LLC January 2003 - March 2015
Boston University January 1997 - January 2007
Netscout Systems January 2000 - January 2003
iDolls.com January 1999 - January 2000
Watts Industries June 1996 - January 1999
Bausch & Lomb March 1990 - June 1996
Skills
Certified Project..., Change Management, Acquisition Integration, IT Strategy, Business Process, ERP, PMP, Integration, Program Management, IT Management, Management Consulting, Strategy, ITIL, Leadership, Business Process..., Management, Project Planning, Outsourcing, Governance, CRM, Project Management, Business Analysis, Vendor Management, Cloud Computing, Process Improvement, Information Technology, PMO, Strategic Planning, Start-ups, SaaS, Cross-functional Team..., Professional Services, Executive Management, Business Intelligence, Mergers & Acquisitions, SDLC, E-commerce, Business Transformation, Project Portfolio..., Enterprise Architecture, Enterprise Software, Business Process..., Training, Consulting, Software Project..., Business Strategy, Thought Leadership, Risk Management, Process Engineering, Analytics
Education
Boston University 1990 — 1994
M.S., Computer Science
Boston University 1990 — 1994
Alopexx Enterprises LLC January 2015 - Present
Drop Zone Strategies LLC July 2014 - Present
Granite Operations LLC November 2012 - Present
uRide, Inc. 2013 - 2014
Tatum LLC November 2005 - November 2012
SmartBear Software February 2010 - August 2011
Fast Search Transfer 2007 - 2009
The Ramsdell Group Inc. August 1998 - December 2005
Forrester Research July 1996 - August 1998
Virus Research Institute, Inc. July 1993 - July 1996
Skills
Acquisition Integration, Financial Modeling, Start-ups, Mergers, Process Improvement, US GAAP, IAS, IFRS, Financial Forecasting, IT Operations, Strategic Planning, Business Analysis, Business Management, Business Planning, International Management, Financial Reporting, Corporate Finance, Investor Relations, Software Implementation, Software Installation, Team Building, Team Leadership, Executive Management, Project Planning, Project Implementation, Facilities, Contract Negotiation, Corporate Governance, Assessment, Public Speaking, Group Presentations, IPO, Management, Finance, Private Equity, Internal Controls, Restructuring, SEC filings, Venture Capital, Due Diligence, Business Strategy, Corporate Development, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Management, Business Valuation, Divestitures, Acquisitions, Revenue Recognition, Business Process
Education
The Tuck School of Business at Dartmouth 1974 — 1976
MBA
Colorado College 1969 — 1973
BA
Facebook August 2014 - Present
Nanigans March 2011 - July 2014
Bentley University September 2010 - May 2011
Avenue100 June 2010 - August 2010
Tatum LLC March 2009 - July 2009
Skills
Facebook, Social Media Marketing, PowerPoint, Online Advertising, Digital Marketing, Data Analysis, Social Media Measurement, Social Media, Advertising, Web Design, Social Networking, Microsoft Excel, Video Editing, Microsoft Office, Content Strategy, Customer Acquisition, Ninja Skills, Core Java
Education
Bentley University 2007 — 2011
Bachelor of Science and Bachelor of Arts, Marketing, Computer Information Systems, Information Design and Corporate Communication
Body Central Corp. October 2011 - Present
Tatum LLC February 2011 - October 2011
Factory Card & Party Outlet 2007 - 2010
Factory Card & Party Outlet 2005 - 2007
Factory Card & Party Outlet 2002 - 2005
Factory Card & Party Outlet 1999 - 2002
Factory Card & Party Outlet 1996 - 1999
Wickes Lumber 1994 - 1996
Wickes Lumber 1994 - 1994
Wickes Lumber Company 1987 - 1994
Skills
Analysis, Business Process..., Budgets, Cross-functional Team..., Financial Modeling, Leadership, Management, Strategic Financial..., Finance, Forecasting, Marketing, Strategic Planning, Strategy, P, Restructuring, Executive Management, Financial Planning, Accounting, P&L, Sales, Supply Chain
Education
Lake Forest Graduate School of Management 1989 — 1993
MBA
Augustana College 1981 — 1985
B.A., Business Administration
a-connect February 2015 - Present
Tatum, a Randstad Company August 2013 - December 2014
Tatum LLC May 2011 - August 2013
a-connect June 2010 - May 2011
Resources Global Professionals 2000 - June 2010
Resources Global Professionals 2007 - 2008
Ernst & Young January 1996 - December 1998
Reliance National 1993 - 1995
Coopers & Lybrand 1991 - 1993
Merrill Lynch 1987 - 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Fortium Partners LP March 2015 - Present
Imagine WOW! November 2013 - September 2015
Wolff Strategy Partners March 2011 - March 2015
Tatum LLC May 2009 - March 2011
Universal Technical Institute June 2005 - December 2008
Reed Elsevier 1994 - 2003
Peterson's Guides, Inc. 1991 - 1994
Skills
Strategic Planning, Program Management, Strategy, Business Process..., Start-ups, Leadership, Executive Management, IT Strategy, Management, Outsourcing, Mergers & Acquisitions, Business Intelligence, Change Management, Entrepreneurship, Consulting, Vendor Management, Team Building, Recruiting, Strategic Partnerships, Project Management, ERP, Management Consulting, Restructuring, Technology Alignment, Mergers, Predicitive Analytics, Business Analysis, Strategic Leadership, Cross-functional Team..., IT Management, Projects, Coaching, Professional Services, Product Development, Project Rescue, Disaster Recovery
Education
Seton Hall University 1979 — 2003
BS, Computer Science
Case Western Reserve University 1977 — 1978
Pre-Medicine
University of St. Augustine for Health Sciences January 2015 - Present
Thunderbird School of Global Management February 2011 - January 2015
Independent/Statera/UTI October 2009 - February 2011
CEA Global Education October 2008 - September 2009
Tatum, LLC February 2006 - October 2008
Junior Achievement Worldwide April 2000 - January 2004
ConsumerSuite, Inc. December 1998 - January 2000
VisualOne Communications, Inc. March 1998 - December 1998
MCI August 1989 - March 1998
Blockbuster/Erol's Video April 1984 - August 1989
Skills
IT Management, Strategy, Vendor Management, Strategic Partnerships, Program Management, Leadership, Business Process..., Nonprofits, Start-ups, CRM, Enterprise Software, Management, Management Consulting, Business Intelligence, Project Management, IT Strategy, Human Resources, Vendor Relationships, Contract Negotiation, Business Process, Cross-functional Team..., Higher Education, Strategic Planning, Consulting, Business Strategy, Change Management, Executive Management
Education
Colorado Technical University
Bachelor's Degree, Business Administation/Management, 4.0 GPA
Northern Virginia Community College
Associate's Degree, Computer Information Systems/DP, 3.0 GPA
Fortium Partners LP September 2014 - Present
The Pantry, Inc. November 2009 - March 2013
Tatum, LLC January 2000 - March 2010
Naxon Corporation - DBA Wine.com April 1998 - January 2000
True Value Company 1996 - 1998
Merisel, Inc. 1992 - 1996
Marshall Industries 1990 - 1992
Carter Hawley Hale, Corp. 1984 - 1990
The Stride Rite Corporation April 1979 - September 1982
Skills
Program Management, Process Improvement, Management, IT Strategy, Outsourcing, Strategic Planning, Vendor Management, Strategy, Business Analysis, Integration, Business Intelligence, Professional Services, Start-ups, Governance, Business Process, SDLC, Business Process..., Cloud Computing, Disaster Recovery, E-commerce, CRM, Budgets, Change Management, Enterprise Architecture, Acquisition Integration, Team Leadership, IT Operations, SharePoint, SaaS, Security, P&L Management, Networking, Data Center, Product Management, PMP, Project Portfolio..., IT Strategic Planning, Mergers and Acquisitions, Cyber-security, PMO and EPMO, Center of Excellence, Centralized Purchasing, Store Planning and..., Warehousing, Operations, Traffic Management
Education
Boston College
Bachelor's degree, Economics
Northeastern University
Bachelor's degree, Computer and Information Sciences, General
Carl Marks January 2013 - Present
PCA Aerospace Corporation 2013 - 2014
XRoads Solutions Group October 2010 - December 2012
Tatum LLC March 2000 - June 2010
TUI University February 2008 - March 2010
River Ranch Fresh Foods April 2006 - December 2006
National Diversified Sales April 2003 - October 2004
Centis September 2000 - July 2002
Consolidated Foundries November 1995 - May 2000
PWS 1989 - 1993
Skills
Private Equity, Restructuring, Capital, Leveraged Finance, Mergers, Finance, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Due Diligence, Investments, Executive Management, Leadership, Strategy, Portfolio Management, Change Management, IPO, Managerial Finance, Accounting, Start-ups, Management, Business Strategy, Divestitures, Investment Banking, Turn Around Management, Venture Capital, Acquisition Integration, M&A experience, Financial Structuring, Private Placements, Strategic Financial..., Analysis, Program Management, Corporate Development, Cash Management, Financial Modeling
Education
Cornell University 1976 — 1978
MBA, Business Administration - Accounting and Finance
Loyola Marymount University 1972 — 1976
BA, English Literature
Loyola High School 1968 — 1972
High School Diploma
Venture CFO February 1996 - Present
RG Nets, Inc. November 2007 - November 2009
Tatum LLC May 2007 - June 2009
QP Semiconductor May 2008 - August 2008
Flagship Studios March 2008 - March 2008
CytoSport, Inc. February 2008 - February 2008
Ping0 November 2007 - January 2008
Photon Dynamics 2001 - 2003
QuickDog 2000 - 2002
Telleo, Inc. 2000 - 2000
Education
Norwich University 1966 — 1970
BA, English
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Mesa Community College June 2011 - Present
Espis Vaccines, LLC July 2007 - June 2011
Biodesign Institute at Arizona State University March 2007 - September 2010
Tatum LLC October 2006 - March 2007
Coe Newnes/ McGehee, LLC September 2004 - February 2006
SPX Fluid Power January 2003 - September 2004
Industrial Powder Coatings June 2000 - January 2003
Parker Hannifin February 1998 - December 1999
General Signal Corp.(merger with SPX Corporation, October 1998) April 1995 - September 1997
Honeywell International June 1980 - April 1995
Skills
Accounting, Strategic Planning, Forecasting, Budgets, Mergers, Business Planning, Financial Analysis, Managerial Finance, Financial Reporting, Process Improvement, Turn Around Management, Acquisition Integration, Program Management, Due Diligence, Leadership, Management, Start-ups, Finance, Executive Management, Mergers & Acquisitions, Business Process..., Internal Controls, Strategic Financial..., Cost Accounting, Strategy, Policy, Cash Flow, Project Planning, ERP, Manufacturing, Sarbanes-Oxley Act, Pricing, Cash Management, Auditing, Analysis, Management Consulting, Human Resources, Financial Modeling, Private Equity
Education
Arizona State University - W. P. Carey School of Business
MBA, Finance
University of Pittsburgh
BS, Accounting
Morpho Detection LLC August 2013 - Present
Hardesty, LLC November 2012 - Present
The Row, LLC / Dualstar Entertainment Group January 2010 - August 2012
Tatum LLC August 2006 - December 2009
Rachel Ashwell Shabby Chic September 2006 - August 2009
The Singleton Company 2004 - 2006
University of Southern California 2001 - 2004
United States Gypsum Company (USG) 1992 - 2001
Skills
Financial Forecasting, Strategic Planning, Corporate Budgeting, Financial Reporting, Growth Management, International Finance, Strategic Human..., FRx, Microsoft Dynamics, Accounting, Cost Accounting, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Managerial Finance, Private Equity, Budgets, SEC filings, Executive Management, Acquisition Integration
Education
University of Southern California 2001 — 2004
Masters, MPW
Bowling Green State University 1988 — 1992
Bachelors, Accounting
University of Michigan - Stephen M. Ross School of Business
MBA - In Process
Real Time Pain Relief (RTPR) May 2011 - Present
LC Thomas, CPA December 2008 - Present
Tatum LLC January 2000 - January 2005
Skills
Small Business, Mergers, Start-ups, Budgets, Management, Marketing, Investments
Education
California University of Pennsylvania
MBA, Business Management
Robert Morris University
BSBA, Accounting/Business Management
Merritt Colorado, LLC 2012 - Present
Financial Leadership January 2011 - May 2012
Tatum, LLC July 2001 - April 2011
Concrete Technologies Worldwide (Tatum Client) February 2009 - December 2009
Wheat Montana Farms, Inc. (Tatum Client) February 2008 - May 2008
Sunward Corporation (Tatum Client) September 2006 - February 2008
HB Management Group, Inc. (Tatum Client) 2001 - 2006
Laser Marking Technologies, Inc. 2000 - 2001
Charles P. Salzman, CPA 1995 - 2000
Otsuka Electronics USA, Inc. June 1992 - June 1995
Skills
Turnarounds, SEC reporting, Dynamics, Fundraising, Mas 90, Food, Medical Devices, Financial Analysis, Multinational, Business Services, Letters Of Credit, Capital Equipment, Mergers, Manufacturing, ERP, Acquisition Integration, Forecasting, Start-ups, Strategic Planning, Change Management, Business Strategy, SEC filings, Turn Around Management, Accounting, Managerial Finance, Mergers & Acquisitions, Management, Executive Management, Finance, Due Diligence, Divestitures, Leadership, Risk Management, Strategic Financial..., Corporate Finance, Venture Capital, Portfolio Management, Banking, Analysis, Private Equity, Team Building, Business Planning, Financial Modeling, Financial Reporting, Cash Flow, Treasury Management, Restructuring, Sarbanes-Oxley Act, Strategy, Business Process...
Education
Colorado State University 1996 — 1998
MBA, International Finance and International Marketing
University of Connecticut 1975 — 1979
B.A., Accounting and Finance
Denver Works 2009 - Present
CO Attorney General's Office March 2010 - February 2013
Tatum LLC March 2007 - October 2009
Governor's Office, State of Colorado February 2004 - March 2007
various companies January 1999 - December 2003
HR Source, LLC October 1996 - December 1998
Financial Executives International 1995 - 1996
Aspen Imaging February 1985 - October 1994
Touche Ross 1978 - 1985
Skills
Financial Reporting, Acquisition Integration, Mergers & Acquisitions, Recruiting, Strategic Planning, Business Development, Finance, Internal Controls, Risk Management, Strategy, Leadership, Accounts Receivable, Accounting, Budgets, Integration, Mergers, Management, Auditing, Private Equity, Sarbanes-Oxley Act, Business Process..., ERP, SEC filings, Enterprise Risk..., Training
Education
Emporia State University 1974 — 1977
Bachelor of Science, Accounting
NextLevel: Building Enterprise Value July 2013 - Present
Tatum LLC 2005 - July 2013
Reed Group 2008 - 2009
hawkeye March 2005 - November 2007
i2 Technologies 2000 - 2003
Intermec Technologies 1998 - 2000
Siemens 1995 - 1998
Pitney Bowes 1985 - 1995
Arthur Andersen & Co 1979 - 1985
Skills
SaaS, Agile Methodologies, Governance, Enterprise Software, Start-ups, Management Consulting, Cloud Computing, IT Strategy, Professional Services, Business Process..., Program Management, Business Intelligence, Business Strategy, CRM, Outsourcing, Business Process, Strategy, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1979
MBA, Finance
Carnegie Mellon University 1975 — 1977
BA, Biochemistry and Molecular Biology, Business
Bucknell University 1973 — 1974
Biology/Biological Sciences, General
Pro Back Office March 2014 - Present
SirsiDynix EOS LLC Successor to EOS International October 2013 - January 2014
Electronic Online Systems International dba EOS International until October 31, 2013 February 2009 - October 2013
Amistar Corporation April 1995 - May 2009
Tatum LLC March 2008 - February 2009
Napa Valley Box Company 1990 - 1995
Skills
Financial Reporting, Accounting, Improving the bottom..., SEC filings, Auditing, Mergers & Acquisitions, Business Strategy, Executive Management, Finance, Financial Analysis, Forecasting, GAAP, Internal Controls, Management, Mergers, Restructuring, Due Diligence, Strategic Financial..., Budgets
Education
California State University-Bakersfield 1978 — 1980
BS, Business-Accounting
Foothill College 1977 — 1979
Under graduate, general ed, business
Fortium Partners LP May 2014 - Present
Silver Associates Consulting - created company while dealing with cancer - I am a Survivor October 2010 - Present
Children's National Medical Center March 2006 - October 2010
Tatum LLC January 2004 - July 2006
American Water January 2005 - June 2006
Chemtura (formerly Crompton) Corporation October 2000 - December 2004
Devereux Foundation January 1998 - October 2000
SBAH 1994 - 1998
SmithKline Beecham Animal Health & Pfizer (acquisition of SBAH) January 1990 - September 1994
Boeing Company January 1972 - November 1989
Skills
Business Analysis, IT Strategy, Mergers, Process Engineering, Business Continuity..., Business and Technology..., Governance, Budgeting, Technology Planning, Technology..., Management Consulting, Cloud Computing, Mentoring, Healthcare, Manufacturing, Pharmaceuticals, Chemicals, Budgets, Project Planning, BYOD, Strategic Planning, IT Outsourcing, IT Audit, IT Management, IT Solutions, CIO Advisory Services, Business Process..., Telecommunications, Data Center, Healthcare Information..., Healthcare Management, HIPAA, Team Building, Team Leadership, Pharmaceutical Industry, SAP, Strategy, Integration, Management, Project Management, Enterprise Architecture, Security, Leadership, PMO, Consulting, Business Process, Training, Mergers & Acquisitions, Professional Services, Project Portfolio...
Education
Eastern University
BA, Accounting
Cygnus Manufacturing Company LLC 2008 - August 2015
Tatum LLC 2004 - 2012
CL Fund 1999 - 2004
Red River BBQ & Grille 1995 - 1999
Allegheny Financial Group 1993 - 1995
SH Bell Company 1989 - 1993
HJ Heinz 1985 - 1989
Alcoa 1980 - 1985
Mellon Bank 1978 - 1980
Skills
Mergers, Venture Capital, Capital Raising, Cash Management, Entrepreneurship, Strategic Financial..., Problem Solving, Business Strategy, Start-ups, Private Equity, Due Diligence, Management Consulting, Forecasting, Valuation, Competitive Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Strategy, Strategic Planning, Budgets, Analysis, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business
MBA
Carnegie Mellon University
BS, Management Science
Emory University 2001 — 2001
Certificate, Venture Capital Institute
San Francisco Bay Area (East Bay) 2011 - Present
Moonlight Graphics November 2008 - February 2011
DOE Joint Genome Institute November 2007 - October 2008
TATUM, LLC December 2006 - November 2007
CLARITY MEDICAL SYSTEMS, BARCLAYS GLOBAL INVESTORS, ACORDIA INSURANCE SERVICES January 2006 - December 2006
M Squared Consulting March 2004 - February 2006
HELLER EHRMAN WHITE & MCAULIFFE LLP, BUSINESS WIRE, CERTIFIED EMPLOYMENT GROUP January 2002 - December 2002
ODWALLA, INC January 2000 - May 2002
INFOMANIA PRINTING & PREPRESS January 1996 - January 2000
Education
California State University-East Bay 2010 — 2012
Certificate, Human Resource Management Program
American River College
Business Administration
Meramec Community College
ICTA TRAINING, TRAVEL AND TOURISM
Jim Moran Institute for Global Entrepreneurship at Florida State University August 2013 - Present
Newport Board Group May 2011 - Present
4M Navigator 2009 - Present
Evolution Capital Partners 2011 - August 2013
Middle Tennessee State University August 2010 - August 2013
Tatum LLC 1992 - February 2010
Archibald Enterprises - Homes and Lands Magazines 1987 - 1992
Skills
Accounting, Acquisition Integration, Budgets, Business Development, Business Planning, Business Process, Business Process..., Business Strategy, Change Management, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Executive Management, Finance, Financial Analysis, Financial Modeling, Governance, IPO, Investments, Leadership, Leadership Development, Management, Management Consulting, Marketing Strategy, Mentoring, Mergers, Mergers & Acquisitions, New Business Development, Organizational..., Private Equity, Process Improvement, Program Management, Public Speaking, Real Estate, Restructuring, Start-ups, Strategic Financial..., Strategic Leadership, Strategic Partnerships, Strategic Planning, Strategy, Successful Business..., Team Building, Thought Leadership, Time Management, Turn Around Management, Venture Capital
Education
Florida State University - College of Business 1975 — 1981
MBA, Accounting/Finance
Boys & Girls Clubs of Greater Washington August 2015 - Present
Christel House Academy, Inc. 2013 - 2015
Disciples Church Extension Fund 2011 - 2013
Brooks Financial Associates 2007 - 2011
Tatum LLC February 2009 - April 2009
KPMG, LLP 2006 - 2007
Nelson & Associates 2004 - 2005
San Francisco Public Utilities Commission 2001 - 2004
Hewlett-Packard 1999 - 2001
KPMG Peat Marwick 1995 - 1998
Skills
Mergers, Auditing, Management Consulting, Finance, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Business Process, GAAP, Accounting, Cash Flow, Budgets, Forecasting, Financial Accounting, Strategic Financial..., Mergers & Acquisitions, Risk Management, Due Diligence, SEC filings, Analysis, Tax, SEC Filings, Financial Planning
Education
Columbia Theological Seminary
Master of Divinity (M.Div.)
University of Maryland - Robert H. Smith School of Business
MBA
City University of New York-Baruch College
BBA
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
Aviton Ltd. April 2013 - Present
LifeSync Holdings October 2012 - Present
LifeSync Corporation January 2007 - October 2012
Tatum LLC December 2004 - December 2006
Bloomberg LP April 2003 - August 2004
Eagle Investment Systems (Mellon) 2002 - 2003
JP Morgan Chase April 2000 - May 2001
AT Kearney March 1998 - December 1999
Deloitte & Touche 1992 - 1998
MEC Consultants 1987 - 1990
Skills
Strategy, Business Strategy, Start-ups, Medical Devices, Mergers & Acquisitions, Project Planning, Management Consulting, Product Development, Business Development, Operations Management, Cross-functional Team..., Healthcare, Mergers, Leadership, Manufacturing, ISO 13485, Supply Chain Management, Engineering Management, Financial Services, Management, Team Building, Product Management, Integration, Patents, Analysis, Strategic Planning, Business Planning, Information Technology..., Process Improvement, Business Process, Project Management, Competitive Analysis, Software Development, Sales, Program Management, Patent Portfolio..., FDA, Product Launch
Education
Columbia University - Columbia Business School 1990 — 1993
MBA, Management of Organizations & Finance
Cornell University 1984 — 1985
Attended PhD Program, Materials Science
Massachusetts Institute of Technology 1981 — 1984
SB, Mechanical Engineering
Philips Academy
Tatum, LLC 2007 - Present
Prosodie Interactive 2004 - 2007
Crystal Springs Water Company/Division of DS Waters of America 1990 - 2004
Pannell Kerr Forster 1984 - 1990
Comare Corporation 1980 - 1984
Colgate-Palmolive Company 1977 - 1980
KPMG 1974 - 1977
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Strategy, Leadership, Finance, SEC filings, Integration, Internal Controls, Acquisition Integration, Business Process..., Mergers & Acquisitions, SEC Filings
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1979
MBA
City University of New York-Baruch College - Zicklin School of Business 1970 — 1974
BBA, Accounting
Junior High School PS 172
RGP March 2015 - Present
Zoola October 2007 - January 2015
Tatum LLC March 2007 - January 2012
Carlson Wagonlit Travel 2005 - 2006
TQ3Navigant 2003 - 2005
TQ3Navigant 1997 - 2003
OppenheimerFunds 1994 - 1997
Deloitte & Touche 1990 - 1994
Skills
Internal Controls, Due Diligence, Budgets, SEC filings, Mergers, Investments, Executive Management, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Cash Management, Start-ups, Venture Capital, Financial Modeling, Management, Accounting, Management Consulting, Business Strategy, Corporate Governance, Private Equity, Auditing, Revenue Recognition, Sarbanes-Oxley Act, Analysis, Corporate Finance, General Ledger, GAAP, Managerial Finance, Financial Accounting, Finance, Strategic Planning, Restructuring, Strategy, Leadership, Process Improvement, SEC Filings
Education
Colorado State University 1986 — 1990
BS, Accounting
McGladrey July 2010 - Present
Tatum LLC December 2007 - July 2010
Administaff 2004 - 2007
Vodium 2003 - 2005
SmartForce 2000 - 2002
ExecuTrain August 1995 - February 1999
Baxter 1985 - 1994
Education
Campbell University 1987 — 1988
MBA, Business
University of Delaware 1977 — 1981
BSBA, Operations Management
Vanderbilt Psychiatry January 2012 - Present
Tatum LLC October 2008 - October 2009
Grainger December 2004 - April 2008
Skills
Salesforce.com, Administrative..., Outlook, PeopleSoft, Microsoft Excel, Human Resources, Customer Service, Payroll, PowerPoint, Office Management, Microsoft Office, Event Planning
Education
Belmont University
F.B.GRETSCH, INC. May 2009 - Present
Global Recycling Technologies, Ltd. 2010 - 2011
Tatum, LLC June 2000 - May 2009
Southwest Storage & Distribution Company L.L.P. November 2000 - March 2006
ON Semiconductor May 2000 - October 2000
Futech Interactive Products, Inc./Janex International, Inc. 1997 - 2000
Vail Resorts May 1996 - December 1996
Cable Systems International, Inc. October 1995 - May 1996
General Dynamics 1992 - 1995
Citibank/Citicorp June 1975 - January 1992
Skills
Mergers, Due Diligence, Investor Relations, Restructuring, Start-ups, Financial Modeling, Turn Around Management, Acquisition Integration, Strategic Planning, Financial Analysis, SEC filings, Business Strategy, Venture Capital, Executive Management, IPO, Business Planning, Private Equity, Management Consulting, Managerial Finance, Divestitures, Risk Management, Corporate Finance, Finance, Business Valuation, Management, Corporate Development, Strategy, Leadership, Banking, Valuation, Accounting, Acquisitions, Cash Management, Mergers & Acquisitions, International Business, Financial Structuring, M&A experience, Sarbanes-Oxley Act, Entrepreneurship, Strategic Financial..., Treasury Management, Cash Flow, Forecasting, Investment Banking, Internal Controls, Capital, Financial Reporting, Private Placements, Portfolio Management, Investments
Education
Columbia University - Columbia Business School 1967 — 1968
MBA, Production Systems, Cybernectics, Operations Research and Inventory Control
Georgetown University 1963 — 1967
AB, Economics
Cranwell Preparatory School 1958 — 1963
College Preparatory, A Catholic Jesuit Preparatory School
Tatum LLC November 2006 - Present
Education
Auburn University, College of Business 1970 — 1974
Coldwell Banker Real Estate June 2013 - Present
Global Travel International 2007 - Present
Tatum LLC 1997 - Present
Financial Executives International 2000 - 2010
Breed Technologies 1999 - 2002
FreshPoint, Inc. July 1987 - August 1997
Skills
Change Management, Mergers, Strategic Planning, Business Development, Financial Reporting
Education
Florida State University 1969 — 1972
BS, Business Administration
Rollins College - Crummer Graduate School of Business
Masters of Science in Mangement Accounting, Accounting
Hebert Candies June 2013 - Present
Coto Technology December 2007 - June 2013
Tatum LLC 2007 - 2007
Hometex Design 1999 - 2005
Nulco Lighting July 1994 - July 1999
Tyco - Superior Healthcare Group July 1990 - July 1994
LTX Corporation 1988 - 1990
Instrumenation Laboratory 1983 - 1985
Skills
Forecasting, restructuring, Financial Analysis, Financial Reporting, Financial Modeling, ERP Implementations, Treasury Management, Cash Management, Cost Management, Cost Accounting, Operations Management, Budgets, Business Strategy, Cash Flow, Due Diligence, Finance, Internal Audit, Manufacturing, Auditing, Analysis, Acquisition Integration, Accounting, Restructuring
Education
Babson College 1984 — 1986
MBA
Northeastern University 1978 — 1983
BS, Business Administration
Milton High School
Pierce elementary school
Rhode Island Turnpike & Bridge Authority November 2010 - Present
Tatum LLC August 2009 - November 2010
RI Turnpike and Bridge Authority 2010 - 2010
Tatum, LLC July 2006 - May 2009
MA Water Pollution Abatement Trust September 1999 - November 2005
South Essex Sewerage District April 1994 - August 1999
The Boston Beer Company February 1989 - February 1993
BJ's Wholesale Club 1988 - 1989
Grossman's 1985 - 1987
Morse Shoe July 1984 - June 1985
Skills
Accounting, Auditing, Banking, Cash Management, Budgets, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Human Resources, Internal Audit, Internal Controls, Leadership, Management, Mergers, Payroll, Manufacturing, Project Planning, Restructuring, Strategic Planning, Treasury Management
Education
Bryant University 1982 — 1991
MBA, Finance
Wheaton College (MA) 1978 — 1982
Cranston High School West 1976 — 1978
College Prep
GetWellNetwork February 2014 - May 2015
Matrix Health Network April 2012 - February 2014
Tatum LLC January 2011 - April 2012
Altegrity May 2010 - September 2010
Altegrity December 2009 - May 2010
Altegrity February 2006 - December 2009
GE Capital December 2002 - February 2006
GE Healthcare March 2001 - November 2002
GE Healthcare January 1998 - March 2001
GE Plastics June 1992 - December 1997
Education
Erasmus University Rotterdam 1985 — 1991
Almere college Kampen
WithumSmith & Brown February 2009 - Present
B. Leone Consulting April 2008 - February 2009
Tatum, LLC January 2005 - April 2008
Ernst & Young June 1970 - January 2005
Skills
Transaction, Start-ups, Business Planning, Entrepreneurship, Mergers & Acquisitions, Financial Transactions, Executive Management, Due Diligence, Internal Controls, Corporate Finance, Tax, Finance, Accounting, Private Equity, Management, Business Valuation, Sarbanes-Oxley Act, Restructuring, Consulting, Financial Analysis, Management Consulting, Cash Flow, SEC filings, US GAAP, Forensic Accounting, GAAP, Corporate Tax, Auditing, Financial Reporting
Education
Dartmouth College - Tuck Executive Program
New York University - Leonard N. Stern School of Business 1967 — 1970
Bachelor of Science (BS), Accounting
Orexo US October 2013 - Present
Tatum LLC August 2012 - September 2013
Reliant Pharmaceuticals, Inc 2003 - 2008
Adams Respiratory Therapeutics 2007 - 2007
Reliant Pharma/GSK 2003 - 2007
Schering-Plough 1992 - 2003
Schering-Plough Pharmaceuticals 1988 - 2003
Skills
Pharmaceutical Industry, Strategic Planning, Managed Care, Cross-functional Team..., Change Management, Pharmaceutical Sales, Business Planning, Human Resources, Leadership, Talent Management, Market Research, CRM, Healthcare, Strategy, Product Launch, Training, Process Improvement
Education
Fairleigh Dickinson University 1988 — 1991
Ambient Devices, Inc. January 2008 - Present
Tatum LLC September 2006 - January 2008
Victory Distributors, Inc. September 2002 - November 2004
Education
Boston College 1973 — 1977
BS, Accounting
Tatum llc August 2004 - Present
BlueSky Brands February 2005 - January 2008
BlueSky 2005 - 2008
W.A. Wilde 1990 - 2000
Skills
ERP
Education
Baruch College, City University of New York (CUNY)
BS, Accounting
Exceptional Leaders International March 2015 - Present
Synovia Solutions, Inc. October 2012 - Present
Tatum, a Randstad company November 2014 - March 2015
Everyday Solutions Inc. November 2011 - October 2012
Avery Dennison 2010 - July 2011
Molecular Insight Pharmaceuticals, Inc 2007 - 2009
Tatum LLC 2006 - 2009
Brown Rudnick 2006 - 2006
GoldK January 2003 - December 2005
Lincoln Energy Corporation 2000 - 2003
Skills
SEC reporting, Investor Relations, Mergers, SOX, Due Diligence, Financial Reporting, Acquisition Integration, Accounting, Restructuring, Business Strategy, Financial Modeling, Financial Analysis, Revenue Recognition, Venture Capital, Financial Management, Budgeting, Financial Planning, Corporate Finance, Forecasting, Compliance, Process Improvement, Business Planning, Internal Controls, P&L Management, Start-ups, Strategic Planning, Valuation, Variance Analysis, Team Building, IPO, Cost Reduction, Consumer Products, Strategy Development, Risk Management, International Business, Internal Audit, Business Process..., Biotechnology, E-commerce, Management Consulting, Divestitures, Contract Negotiations, Entrepreneurship, ERP, Medical Devices, Manufacturing, Cash Management, Cross-functional Team..., Cost Accounting, Working Capital...
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance & Marketing
The George Washington University 1967 — 1971
BS Electrical Engineering
Solidia Technologies® May 2013 - Present
Soundview Paper, LLC November 2008 - May 2013
Tatum, LLC August 2008 - November 2008
Andrew Hines & Associates LLC March 2007 - August 2008
GenTek Inc. April 2006 - March 2007
Cendant April 2005 - April 2006
Cendant Travel Distribution Services (Travelport) 2005 - 2006
BOC Gases September 2000 - April 2005
Cendant - Travelport 2004 - 2005
International Flavors & Fragrances, Inc. August 1995 - September 2000
Skills
SAP Implementation, Financial Reporting, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Forecasting, Financial Analysis, Cost Accounting, Accounting, Internal Audit, Fixed Assets, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, Auditing, Cash Flow, Sarbanes-Oxley, GAAP, Journal Entries, Budgets, Analysis, Finance, SAP, SEC filings, Financial Forecasting, Process Improvement, Microsoft Excel, Budget Process, Management, Tax, Cash Flow Forecasting, Payroll, Variance Analysis, Managerial Finance, Consolidation, Bank Reconciliation, Hyperion Enterprise, Financial Audits, Revenue Recognition, US GAAP, Balance, Financial Accounting, Cash Management, Treasury, Accruals, IFRS, Essbase, P&L, Monthly Close
Education
Fordham University - Graduate School of Business Administration 1977 — 1980
MBA, Finance
Fordham University 1972 — 1976
bs, accounting
RBA, Inc. April 2011 - Present
Tatum LLC October 2009 - April 2011
Bank of America July 2008 - May 2009
Countrywide International Technology Holdings, Inc. (CITH) December 2001 - May 2009
Countrywide Financial Corporation December 2001 - July 2008
UK Valuations, Inc. (UKV) December 2001 - June 2007
CUShopper Inc. November 2000 - December 2001
NuSkin International (Parent to Phamanex) December 1999 - December 2000
Pharmanex Inc. (Division of Nuskin International) December 1997 - December 1999
National Data Network, Inc. (NDN) December 1996 - December 1997
Skills
Financial Reporting, Strategic Planning, Business Planning, Treasury, International Business, Manufacturing, Financial Analysis, Financial Modeling, Accounting, Change Management, Contract Negotiation, Data Analysis, Forecasting, Hiring, Team Leadership, Audit Management, Internal Controls, Board Presentations, Mentoring, Outsourcing, Operations Management, Purchasing, Risk Management, Employee Relations, Problem Solving, Vendor Management, Performance Metrics, Talent Development, Reporting Design, Strategic Partnerships, Compliance, Payroll, Accounts Payable, Accounts Receivable, Cost Accounting, Banking Relationships, Collections, Inventory Management, Strategic Thinking, Cost Reduction, Business Turnaround, Profitability..., Increasing Profitability, Oral Communications, Written Presentations, Training & Development, Information System..., Internet Services, Strategic Financial..., Management Consulting
Education
California State University-San Bernardino
BA, Accounting and Finance
University of Redlands
MBA, Finance
Exceptional Leaders International March 2015 - Present
Morgan Samuels 2012 - 2014
Tatum LLC 2009 - 2011
Tatum LLC 2003 - 2011
Tatum LLC 2007 - 2009
Green PC 1999 - 2002
New Deal Inc. 1997 - 2002
JD Consulting Inc. 1985 - 1997
Ernst & Young 1982 - 1985
Ernst & Young 1979 - 1982
Skills
Start-ups, Strategic Partnerships, Mergers & Acquisitions, Management Consulting, Leadership, Business Development, Management, Business Process..., Business Strategy, CRM, Entrepreneurship, Strategic Planning, Competitive Analysis, Forecasting, Consulting, Talent Management, Budgets, Training, Marketing Strategy, Finance
Education
Boston University Questrom School of Business 1983 — 1987
MBA and Doctorate, Accounting and Psychology
Bentley University 1975 — 1979
BS, Accounting
Discover Financial Services June 2015 - Present
Discover April 2014 - June 2015
Discover Financial Services October 2012 - April 2014
Discover Financial Services May 2009 - October 2012
EXL Service June 2011 - September 2012
Chicago Cares September 2011 - December 2011
Outsource Partners International May 2009 - June 2011
Accountable Search-Smart Resources February 2009 - April 2009
H&R Block December 2008 - March 2009
Tatum, LLC March 2008 - November 2008
Skills
Client Liaison, Customer Service, Research, Analysis, Budget Reconciliation, Variance Analysis, Ad Hoc Reporting, Reports Analysis, Project Management, Offshore Management, Billing, Accounts Payable, General Ledger, ERP, QuickBooks, Great Plains Software
Education
Clark Atlanta University 2000 — 2004
Bachelors of Art, Finance
HUNT CONSULTING P.C November 2010 - Present
Tax First November 2010 - Present
Tatum LLC May 2008 - April 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Lawson Software, Drake Tax Software, QuickBooks
Education
Albany State University 2003 — 2007
Bachelor, Mass Communications
Tatum LLC January 2007 - Present
Ernst & Young December 1969 - December 1987
Education
Florida State University - College of Business 1966 — 1969
B.S., Accounting
Tatum LLC CFO/COOGreyPilgrim, Inc.1998 - 2002
BioTech Solutions 1994 - 1997
Education
California State University-Long Beach
BS, Accounting
Ice House America April 2014 - Present
Ice House America June 2011 - March 2014
Ideal April 2008 - June 2011
Tomkins, PLC - Ideal Clamp Products, Inc. April 2008 - June 2011
Tatum LLC 2004 - 2006
The Stanley Works 1987 - 1997
Skills
Restructuring, SEC filings, Acquisition Integration, Executive Management, Sarbanes-Oxley Act, Financial Modeling, Mergers, Financial Analysis, Managerial Finance, Financial Reporting, Cash Flow, Due Diligence, Forecasting, Strategic Financial..., Accounting, Internal Controls, Cost Accounting, Consolidation, GAAP, Strategy, Mergers & Acquisitions, Variance Analysis, Working Capital..., Financial Planning, Cash Management
Education
Trinity College-Hartford 1991 — 1994
MA, Economics
University of Hartford 1986 — 1989
MBA, Finance
Bryant College 1982 — 1985
BSBA, Accounting
Tatum LLC CFOStiefel Laboratories1987 - 1997
Education
Florida State University 1964 — 1968
BS, Accounting
Subsidium Healthcare September 2011 - Present
Tatum LLC January 2008 - September 2011
PinnacleCare September 2003 - January 2008
First Consulting Group January 1994 - July 2001
FCG 1993 - 2001
KPMG Advisory October 1983 - December 1993
Skills
IT Strategy
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance, Marketing
The Johns Hopkins University 1971 — 1975
BA, Economics
Tatum LLC September 2008 - September 2009
Old Mutual Financial Network September 2004 - August 2008
Ventyx, Inc. (Formerly Indus Intrnational, Inc.) May 2003 - August 2004
Ernst & Young, LLP January 2002 - January 2003
Pivotal Corporation September 2000 - November 2001
Computer Associates, Inc October 1997 - September 2000
Education
Florida State University 1981 — 1985
Communications, Broadcasting/Marketing
Advantage Manufacturing Technologies, Inc. November 2013 - Present
WDS July 2010 - September 2013
Tatum LLC April 2007 - April 2009
Zetec 2008 - 2008
Adak Fisheries January 2006 - February 2007
Clipper Seafoods January 2003 - December 2005
Applied Precision, Inc. January 2001 - December 2002
Concrete Products, Inc. January 1997 - December 2000
Baldor Electric Company – A Member of the ABB Group January 1988 - December 1997
Skills
ERP, Manufacturing, Forecasting, Mergers, GAAP, Revenue Recognition, Financial Reporting, Budgets, Start-ups, Accounting, Financial Forecasting, Financial Accounting, Acquisition Integration, Strategic Planning, Sarbanes-Oxley Act, Mergers & Acquisitions, Managerial Finance, Finance, Accounts Receivable, Fixed Assets, Auditing, Accounts Payable
Education
City University of Seattle 1992 — 1996
MBA, Financial Management
University of Washington 1978 — 1980
BA, Economics
Tatum, LLC July 2003 - Present
The Milliken Company 2002 - 2003
Maytag Coporation 1996 - 2000
The Hoover Company 1990 - 1996
Borg-Warner Automotive Transmission and Engine Components Group 1982 - 1989
Education
Fairleigh Dickinson University 1967 — 1970
MBA, Business Management
Penn State University 1961 — 1965
BS, Accounting
High Street Partners October 2009 - May 2010
Tatum LLC March 2008 - May 2009
Cristen McKnight October 2005 - April 2008
MCCOWN DE LEEUW & COMPANY March 1999 - April 2001
KOHLBERG KRAVIS ROBERTS & CO. May 1995 - March 1999
Education
California Polytechnic State University-San Luis Obispo
BA, History
Tatum LLC September 2006 - Present
Wells' Dairy, Inc. 2010 - September 2011
Weekenders USA 2001 - 2005
Coopers & Lybrand 1973 - 1978
Education
Augustana College 1969 — 1973
BA, Accounting and Economics
Tatum LLC April 1997 - August 2009
Tatum CFO Partners 1997 - 2009
National Product Services 2005 - 2006
Halgo 2004 - 2005
Texas Premium Foods 1999 - 2005
Ennis Automotive 2001 - 2003
StyroChem International 1994 - 1997
Interphase 1985 - 1994
Skills
SEC filings, Acquisition Integration, Sarbanes-Oxley Act, GAAP, Internal Controls, Divestitures, IPO, Mergers & Acquisitions, Financial Reporting, SEC Filings, Due Diligence, Executive Management, Cash Management, Restructuring, Managerial Finance, Financial Analysis, Financial Modeling
Education
Dowling College 1978 — 1981
BBA, Accounting
University of Texas at Dallas August 2014 - Present
Fresenius Medical Care November 2010 - July 2014
Texas Christian University April 2010 - November 2010
Tatum LLC January 2008 - April 2009
PricewaterhouseCoopers September 2006 - December 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Accounting, Finance, Internal Audit, Process Improvement, Financial Analysis, Financial Reporting, Revenue Recognition
Education
Texas State Board of Accountancy 2002 — 2002
CPA, Accounting
Bentley University 1997 — 1999
MBA, Accounting, Distinction
Con-way Enterprise Services May 2015 - Present
Con-way Freight July 2014 - May 2015
Acumed October 2012 - July 2014
CorSource Technology Group August 2012 - September 2012
Nike March 2011 - August 2012
Daimler Trucks North America January 2010 - February 2011
Cornerstone Revolutions October 2009 - January 2010
Tatum, LLC September 2006 - June 2009
inCode Telecom Group October 2002 - September 2006
Skills
SAP, Visio, Cognos, Business Analysis, Business Process, Lotus Notes, Business Process..., Access, Sarbanes-Oxley, EDI, PeopleSoft, Lawson General Ledger, SQL, Quality Center, Mercury ITG, BMC Remedy, Unix, Requirements Gathering
Education
University of Phoenix-San Diego Campus 2000 — 2002
BS, Business Administration and Management, General
Clackamas Community College 1996 — 1998
AA, Business Administration and Management, General
Lladnar Consulting LLC 2008 - Present
Tatum LLC 2005 - 2008
Ingenico 2003 - 2004
EMS Technologies (now Honeywell) 2002 - 2003
Ivex Corporation 1999 - 2002
Media Metrix (now comScore, Inc.) 1997 - 1999
Ernst & Young 1995 - 1997
Travelers 1990 - 1993
Skills
Management Consulting, Strategic Finance, Business Process..., Operations Management, Mergers
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA, Finance
Wheaton College 1986 — 1990
Bachelor of Arts, Economics
Apria Healthcare November 2013 - Present
ZOLL Medical Corporation March 2011 - November 2013
Crowe Horwath LLP April 2010 - March 2011
Tatum LLC September 2009 - April 2010
Apria Healthcare March 1996 - September 2009
ECC Management Services January 1995 - January 1996
Skills
SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Mergers, Accounting, Healthcare, Financial Reporting, Auditing, Financial Analysis, GAAP, Investor Relations, CPA, Internal Controls, Due Diligence, Revenue Cycle
Education
California University of Pennsylvania 1988 — 1992
Bachelor of Arts
Academy for Educational Development July 2011 - Present
Pewter Financial Management July 2010 - Present
Tatum LLC 2005 - 2010
Burns International Security Services Inc. 1994 - 1995
Skills
Restructuring, Turn Around Management, CTP and CIRA, Retail, Divestitures, Mergers, Due Diligence, Working Capital..., Management Consulting, Start-ups, Corporate Finance, Corporate Governance, Business Strategy, Business Planning, Business Process..., Financial Modeling, Sarbanes-Oxley Act, Private Equity
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Management
Baruch College, City University of New York (CUNY) 1971 — 1973
MBA, Public Accounting
Rutgers University-New Brunswick 1967 — 1971
BA, Business Administration
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
Implementation Engineers September 2014 - Present
Francis X. Buckman & Company, LLC 2008 - Present
Closed Loop Organics, LLC 2004 - Present
The Highland Group 2012 - 2014
Tatum LLC 2010 - 2012
Kidd & Company 2004 - 2009
Electronic Data Systems 2002 - 2004
PwC 1999 - 2002
A.T. Kearney 1996 - 1999
George Group, now Accenture 1991 - 1995
Skills
Management, CRM, Manufacturing, Management Consulting, Change Management, Contract Management, Process Improvement, Leadership, Acquisition Integration, Business Transformation, Business Process..., Mergers, Business Strategy, Strategy, Executive Management, Business Planning, Business Process, Outsourcing, Business Development, Program Management, Operations Management, Strategic Planning, New Business Development, Mergers & Acquisitions, Start-ups
Education
Fairfield University 1978 — 1982
BS, Management and Quantitative Analysis
Independent Consultant June 2005 - Present
Hub Angels Investment Group LLC December 2010 - Present
Corgenix Medical Corporation (CONX) December 2012 - Present
Bay Club Members LLC October 2006 - Present
Tatum LLC May 2009 - August 2011
BDO Seidman, LLP (Currently BDO USA, LLP) January 1985 - October 2003
Skills
Mergers & Acquisitions, Strategy, SEC filings, Business Development, Leadership, Consulting, Management, Executive Management, Mergers, Manufacturing, Practice Development, Mentoring, Financial Services, Business Strategy, Due Diligence, Finance, Acquisition Integration, Professional Services
Education
Bentley College 1979 — 1981
MST, Taxation
Bentley College 1969 — 1973
BS, Accounting
Harvard Business School
Executive Educational Program
The Network, Inc. February 2012 - Present
The Network, Inc. 2012 - 2013
Tatum LLC 2006 - 2010
Skills
White Papers, Strategic Planning, Copywriting, Content Strategy, Web Content, Newsletters, Strategy, Blogging, Press Releases, Content Development, Copy Editing, Integrated Marketing
Education
American University 1989 — 1990
Master of Arts (MA), Journalism and Public Affairs
Clemson University 1984 — 1988
Bachelor of Arts (B.A.), Modern Language - French and Business Administration
Walton High School
Douglas A Willford, CPA July 1995 - Present
Douglas A. Willford, CPA January 2006 - June 2013
Tatum LLC December 2006 - May 2010
AAFL Enterprises, LLC January 2006 - June 2008
Life Skills Learning Center June 1998 - May 2006
McHenry Metals Golf Corp. June 1999 - April 2000
Microelectronic Packaging, Inc. January 1996 - June 1999
Wismer*Martin, Inc. December 1993 - December 1995
Integrated Health Systems August 1992 - December 1993
Montgomery Ryland, Inc. February 1987 - August 1992
Skills
Financial Reporting, Budgeting, Quickbooks, Accounting, Manufacturing, Budgets, Finance, Financial Modeling, Forecasting, QuickBooks, Start-ups, Management, Financial Analysis, Payroll, Strategic Planning, CPA, SEC Filings, Tax, Consolidation, Leadership, Customer Service, Microsoft Excel
Education
California State University-Fullerton 1975 — 1977
BA, Business Administration - Accounting
RGP December 2013 - Present
Jamison Keener, LLC February 2010 - Present
Tatum LLC August 2010 - August 2013
Birtcher Anderson Realty Management October 2008 - January 2010
Birtcher Anderson Realty Management April 2008 - October 2008
Windes & McClaughry Accountancy Corporation November 2006 - April 2008
ARAMARK Inc. 2006 - 2008
Squar Milner 2005 - 2006
Menlo Equities March 2001 - July 2005
Tradingmarkets.com March 2000 - February 2001
Skills
GAAP, Auditing, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Finance, Due Diligence, Cash Flow, Account Reconciliation, Financial Modeling, US GAAP, General Ledger, Analysis, CPA, Managerial Finance, Strategic Financial..., Financial Statements, Cash Management, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, Financial Accounting, Internal Audit, Cost Accounting, Variance Analysis, External Audit, Fixed Assets, Tax Preparation, Tax, Corporate Finance, Forecasting, Corporate Tax, Mergers & Acquisitions, QuickBooks, Accounts Receivable, Management, Journal Entries, Strategy, Capital Budgeting, Financial Planning
Education
California State University-Los Angeles 1986 — 1991
Bachelor of Science in Accounting, Accounting
Pure Pilates
Pure Pilates
Heritage Capital Group March 2011 - Present
University of North Florida, Banner Center December 2010 - Present
Fourth Dimension LLC. June 1997 - Present
Tatum LLC October 2009 - December 2010
ACG North Florida September 2008 - October 2010
Turnaround Management Association 2005 - 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1980 — 1984
BA, Economics
American Tower August 2010 - Present
Tatum LLC March 2006 - July 2010
Cumulus Broadcasting June 2004 - March 2006
Skills
Accounting, Auditing, Financial Reporting, Forecasting, GAAP, General Ledger
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Bachelors, Accounting, Business, Spanish
Shocase January 2015 - Present
Newport Board Group December 2012 - Present
The Co-Investment Partnership April 2003 - Present
Fishers Island Ferry District September 2012 - Present
MacArthur Energy January 2009 - Present
Goss Trade Services April 2007 - Present
Nviro Cleantech plc January 2006 - January 2009
Tatum LLC June 1999 - December 2005
Triton Energy May 1993 - May 1999
JP Morgan September 1970 - April 1993
Skills
IPO, Public Companies, Energy, Oil, High Growth Companies, Venture Capital, Start-ups, Mergers, Cleantech, Corporate Management, Mergers & Acquisitions, Management, Joint Ventures, Petroleum, Business Strategy, Investments, Private Equity, Directorship, Wireless Technology, Marine Transportation, Banking, Corporate Finance, eCommerce, Divestitures, Strategy, Corporate Development, Finance, Contract Management, Strategic Planning, Negotiation, Due Diligence, Program Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1968 — 1970
BS, Industrial Engineering
Columbia College (NY) 1965 — 1969
BA, Liberal Arts and Sciences
Tatum LLC January 2006 - Present
Independent 1994 - 2005
Ponder & Co. 1988 - 1993
Arthur Andersen & Co. 1974 - 1987
Skills
Mergers & Acquisitions, Due Diligence, Management Consulting, Acquisition Integration, Restructuring, SEC filings, Healthcare Consulting, Financial Modeling, Financial Analysis, Strategic Planning, Financial Reporting
Education
Dana College 1970 — 1974
Bachelor of Science (B.S.), Accounting