Tatum LLC

Industry: Company

Description

Headquarters: Atlanta, Georgia, United States Founded: 1993 Parent organization: SFN Group Subsidiaries: Tatum CFO Partners, LLP, Tatum CIO Partners, LLP

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Tatum LLC Employees

Employee
Years
Job
Industry
Jim Price Jim Price Orange County, California Area Details
Jim Price's Tatum LLC Experience 2001 - 2010
Job Chief Financial Officer for global, public (Fortune 500) and large private companies; Ultra High Net Worth Families
Industry Financial Services
Experience
Hardesty, LLC  2011 - Present
CB Richard Ellis  2008 - 2010
Tatum, LLC  2001 - 2010
Santa Ana Federal Empowerment Zone   2001 - 2008
Lewis Homes Management Corp  1984 - 2000
KPMG  1975 - 1978

Skills
Finance, Ultra High Net Worth..., Strategic Leadership, Leadership, Real Estate, Forecasting, Private Equity, Office of the CFO / COO, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Business Development, Risk Management, Asia Pacific, Change Management, GAAP, Strategic Partnerships, Due Diligence, Investments, Value Creation, Auditing, CPA, Portfolio Management, Global Fortune 500, Operations Management, FCPA, Human Resources, Management of large..., Infrastructure Projects

Education
Harvard Business School
MBA, Management, Finance and Real Estate

University of Southern California
BS, Business / Accounting

John Cohen, CPA John Cohen, CPA Boston, Massachusetts Details
John Cohen, CPA's Tatum LLC Experience 2007 - August 2010
Job Corporate Process Improvement Consultant and Interim CFO/Controller Services
Industry Financial Services
Experience
NPA Consultants - Serving Businesses and Nonprofits throughout the Northeast   2010 - Present
Tatum LLC   2007 - August 2010
404consultants.com   2002 - 2007
Marine Materials Development   1998 - 2002
Cohen Cohen & Company   1980 - 1998
Rohtstein Corp   1977 - 1979
Price Waterhouse  1972 - 1977

Skills
Financial Reporting, Accounting, Internal Controls, SOX, Internal Audit, Business Process..., Cost Accounting, Financial Management, Management Consulting, Compliance, ERP, Due Diligence, Mergers, Managerial Finance, Interim CFO, Interim Controller, Part-Time CFO Services, Part-time Controller, Audit Preparation, Sarbanes-Oxley Act, Auditing, Mergers & Acquisitions, Tax, Cash Flow, Process Improvement, Business Planning, CPA, Analysis

Education
The University of Chicago   1969 — 1971
MBA, Accounting/Finance

University of London
International Business

Franklin & Marshall College   1965 — 1969
BA, Mathematics

Tilton School   1963 — 1965

Reed Kingston Reed Kingston San Francisco Bay Area Details
Reed Kingston's Tatum LLC Experience 2010 - 2011
Job Managing Director Consulting Executive and Market Development Leader
Industry Management Consulting
Experience
InsightSPI   2012 - 2014
Tatum LLC   2010 - 2011
BearingPoint  2007 - 2009
Tatum LLC   2005 - 2007
Pacific Crest Consulting Group   2002 - December 2005
Voci Speech   1999 - 2001
Ernst & Young  1981 - 1999

Skills
Management Consulting, Business Transformation, Business Process..., Professional Services, Executive Management, Program Management, Strategic Account Growth, M&A Due Dilligence and..., Customer Relationship..., Revenue Cycle..., Transformational..., IT Strategy and..., Financial Accounting,..., Start-ups, Strategic Planning, Integration, Acquisition Integration, Mergers, Business Process, Business Process..., CRM, IT Strategy, Consulting, Strategy, Mergers & Acquisitions, Shared Services, Outsourcing, ERP, Finance, Management, Process Improvement, Change Management, Leadership, Corporate Finance, Governance, Divestitures, Revenue Analysis, Enterprise Software, Business Development, Financial Modeling, Performance Management, Cross-functional Team..., Internal Audit, Operations Management, Financial Analysis, Analytics, Strategic Financial..., Restructuring, Revenue Recognition, Business Planning

Education
M.I.T.
S.M.

University of California, Berkeley
B.S.

Eric Nelson, DECP, CTP, CM&AA, CF&VM Eric Nelson, DECP, CTP, CM&AA, CF&VM Boca Raton, Florida Details
Eric Nelson, DECP, CTP, CM&AA, CF&VM's Tatum LLC Experience June 2008 - August 2011
Job CFO at DubLi, Inc.
Industry Executive Office
Experience
Lionfish Slayer, LLC   June 2014 - Present
The SCA Group, LLC   August 2011 - Present
DubLi, Inc.   February 2013 - May 2015
DubLi, Inc.   November 2012 - February 2013
The Legacy Companies  May 2011 - September 2012
Promise Healthcare  December 2009 - June 2012
Caldwell Theatre Company  March 2011 - March 2012
JEG and Sons   December 2011 - February 2012
Tatum LLC   June 2008 - August 2011
Promise Healthcare  December 2009 - July 2011

Skills
Mergers, Restructuring, Private Equity, Due Diligence, Financial Modeling, Financial Analysis, Turn Around Management, Strategic Planning, Venture Capital, Corporate Finance, Divestitures, Valuation, Mergers & Acquisitions, Internal Controls, Negotiation, Leadership, Financial Reporting, Budgets, Executive Management, Entrepreneurship, Accounting, Cash Flow, Management, M&A experience, Management Consulting, Business Strategy, Strategy, Start-ups, Process Improvement, Analysis, Forecasting, Finance, Business Planning, Business Analysis, Strategic Financial..., Portfolio Management, Investments, New Business Development, Managerial Finance, Investment Banking, Cash Management, Acquisition Integration, Sarbanes-Oxley Act, Banking, IPO, Business Valuation, Corporate Development, Investor Relations, SEC filings, Corporate Governance

Education
UCLA Anderson School of Management   2011 — 2011
Certificate, Director in NASDAQ

Loyola University Chicago   2008 — 2008
Certified Mergers and Acquisition Advisor, Mergers and Acquistions

University of Pennsylvania - The Wharton School   2003 — 2004
Advanced Management and Finance

Northern Illinois University   2003 — 2003
Avanced Management and Strategy

Purdue University   1995 — 1995
Industrial Distribution

Portland State University
BS, Business, Finance, Economics

Darin Sharp, CPA Darin Sharp, CPA Dallas/Fort Worth Area Details
Darin Sharp, CPA's Tatum LLC Experience 2007 - April 2012
Job Director of Finance at Goodman Networks
Industry Accounting
Experience
Goodman Networks  April 2012 - Present
Tatum LLC   2007 - April 2012
Border Foods Inc  2004 - 2007
Apio Inc  1998 - 2003
Coca-Cola Enterprises  1990 - 1998

Skills
Internal Controls, Auditing, Finance, Financial Reporting, Accounting, Sarbanes-Oxley Act, Cash Flow, General Ledger, Mergers & Acquisitions, SEC filings, Process Improvement, Cash Management, Building Relationships, Financial Analysis

Education
Oklahoma State University   1984 — 1988
Bachelor of Science (BS), Accounting

Kathy Schrock Kathy Schrock Dallas/Fort Worth Area Details
Kathy Schrock's Tatum LLC Experience August 2006 - September 2008
Job Managing Partner The CFO Suite, LLC
Industry Management Consulting
Experience
The CFO Suite, LLC  October 2010 - Present
Southlake Jazzercise   March 1990 - November 2013
Tatum LLC   August 2006 - September 2008
The Controller Group, LLC   January 2004 - August 2006
Ernst & Young  January 1994 - January 2004
The Associates  January 1996 - October 1996

Skills
Sarbanes-Oxley, Process Improvement, Professional Services, Business Development, Project Management, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Mergers, Acquisition Integration, Mergers & Acquisitions, Management Consulting, Finance, Risk Management, Financial Analysis, Business Planning, Business Process..., Auditing, Due Diligence, Leadership, Executive Management, Analysis, Restructuring, Managerial Finance, CPA, Management

Education
The University of Texas at Arlington - College of Business   1989 — 1993
BBA - Accounting, Accounting, Business Administration

Northern Arizona University   1986 — 1987
undergraduate, Business Administration

Prescott High School   1983 — 1985

Alan Fishman Alan Fishman Cincinnati Area Details
Alan Fishman's Tatum LLC Experience May 2006 - June 2010
Job Partner at Private CFO Consultant
Industry Executive Office
Experience
Private CFO Consultant   July 2010 - Present
Tatum LLC   May 2006 - June 2010
Neyer Properties   January 2005 - May 2006
Jewish Federation of Cincinnati  March 2002 - September 2005
Ernst and Young  1979 - 1986

Skills
Creative Financing, Turnaround, Mergers, Executive Services, Private Equity, Public Companies, Financial Modeling, Venture Financing, Interim Management, Interim CFO, International Business, Sell side M&A, Biotechnology, Debt & Equity Financing, ERP Implementations, Private Clients, M&A analysis, Board Relations, Banking Relationships, Mergers & Acquisitions

Education
Indiana University   1977 — 1978
MBA, Finance, Accounting

University of Illinois at Urbana-Champaign   1973 — 1977
BA, Finance with Accounting Minor

Robert M. Tynan Robert M. Tynan Greater Atlanta Area Details
Robert M. Tynan's Tatum LLC Experience February 2010 - January 2012
Job Engagement Partner at Tatum LLC
Industry Financial Services
Experience
Memorial Health University Medical Center  February 2012 - October 2014
Tatum LLC   February 2010 - January 2012
Tatum LLC   May 2007 - May 2009
Lease Plan USA Inc.   November 1994 - January 2007
Nicholson Construction Company  September 1993 - August 1994
The Hillier Group Inc.   June 1985 - July 1993
Mathematica Inc.   November 1972 - June 1985

Skills
Accounting, Mergers & Acquisitions, Financial Reporting, Process Improvement, Auditing, Cross-functional Team..., Budgets, Leadership, Project Management, Strategic Planning, Management, Business Intelligence, EHR, Finance, Healthcare Information..., Team Building, Team Leadership, Integration, Corporate Finance, Banking, Due Diligence, Visio, Executive Management, Consulting, Strategy, Start-ups, Business Process..., Risk Management, Analysis, Financial Analysis

Education
Rider University   1964 — 1968
BS in Commerce, Finance Major Emphasis on Accounting

Richard Greco Richard Greco Tampa/St. Petersburg, Florida Area Details
Richard Greco's Tatum LLC Experience May 2007 - February 2010
Job CFO at ForwardThink Group
Industry Management Consulting
Experience
ForwardThink Group  March 2010 - February 2014
Achieve Management, UCP - Achieve Tampa Bay   March 2008 - March 2010
Tatum LLC   May 2007 - February 2010
Irene Richards Enterprises   June 2005 - April 2007
Santinelli International  September 1988 - April 2004
Strategic Management Solutions/Richard W Greco CPA   June 1991 - September 2001
WOODSTOCK HOME DESIGNS, INC., - Reported directly to the President   1988 - 1989
HAYIM & COMPANY, - Reported to the President,   1987 - 1988
Various Public Accounting Firms  1981 - 1987

Skills
Leadership, Customer Service, Microsoft Excel, Finance, Management Consulting, Accounting, Mergers, Strategic Planning, Budgets, Executive Management, Business Strategy, Acquisition Integration, Strategy, Financial Analysis, Management, Process Improvement, Business Planning, Financial Modeling, Educational Leadership, Strategic Financial..., Tactical Development, Teaching, Highly Detailed, Organizational..., practical, Energenic, Charismatic Leadership, Creative Solutions, Solutions Focused, Visionary Thinking, Strategic Visionary, Financial Structuring, Mergers & Acquisitions, Internal Controls, Risk Management, Start-ups, Managerial Finance, Business Process..., Human Resources, Insurance, Forecasting, Financial Reporting, Financial Accounting

Education
LIU Post   1977 — 1981
BS, Accounting

Carl Texter Carl Texter Greater Atlanta Area Details
Carl Texter's Tatum LLC Experience April 2013 - March 2014
Job Interim CFO with Logistics, Manufacturing and Private Equity Experience
Industry Logistics and Supply Chain
Experience
Tatum, a Randstad company  January 2015 - Present
Fouts Bros.   April 2014 - November 2014
Tatum Llc   April 2013 - March 2014
PetroChoice - Lubrication Solutions  June 2013 - August 2013
Cardinal Logistics  April 2002 - July 2012
Crown Crafts, Inc.   April 2000 - November 2001
Amoco Fabrics and Fibers  September 1995 - March 2000
Samsung Petrochemical   November 1992 - August 1995
Amoco Corporation  December 1988 - October 1992
BP Amoco  June 1987 - November 1988

Education
The Tuck School of Business at Dartmouth   1979 — 1981
MBA, Finance

Princeton University   1973 — 1977
AB, Economics

Kurt Ohlenbusch Kurt Ohlenbusch Dallas/Fort Worth Area Details
Kurt Ohlenbusch's Tatum LLC Experience July 2006 - May 2008
Job Innovative Accounting & Finance Leader
Industry Hospital & Health Care
Experience
Concentra, Inc. - A Humana Company   May 2008 - April 2014
Tatum LLC   July 2006 - May 2008
The Controller Group, LLP   March 2005 - July 2006
Ferguson Enterprises  January 1999 - March 2005

Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Governance, Sarbanes-Oxley, GAAP, Auditing, Internal Audit, Financial Accounting, Financial Modeling, Strategic Financial..., Operational Excellence, Accounts Payable, Fixed Assets, Escheatment, Accounts Receivable, Cost Accounting, Account Reconciliation, Bank Reconciliation, Budget Reconciliation, Compensation & Benefits..., Compensation Structures, Analytics, Analysis, Business Analysis, Data Analysis, Small Business, Compliance, Customer Service, General Ledger, Healthcare, Occupational Health, Construction, Consulting, Process Consulting, Professional Services, Management, Variance Analysis, CPA, Financial Reporting

Education
Kansas State University   1993 — 1998
Finance, Finance - Accounting

Ann Tedesco Ann Tedesco Greater Los Angeles Area Details
Ann Tedesco's Tatum LLC Experience September 2006 - January 2011
Job Talent Acquisition Executive Recruitment Workforce Planning Social Media and Recruitment Branding
Industry Management Consulting
Experience
North Highland  April 2014 - Present
Randstad Sourceright US  August 2013 - March 2014
N. Harris Computer Corporation   January 2011 - March 2013
Tatum LLC   September 2006 - January 2011

Skills
Healthcare IT, Clinical Information..., Hospitals, HIT, Applicant Tracking..., Employer Branding, Alternative Energy, Workforce Planning, Interviewing, Restructuring, Facebook, Enterprise Software, Executive Assessment, Social Media, Healthcare Information..., Healthcare, Talent Acquisition, Revenue Cycle, YouTube, Technical Recruiting, Healthcare Technology, Renewable Energy, Talent Assessment, Interview Coaching, Behavioral Assessment, Competency Mapping, Human Capital Management, Twitter, Social Media Marketing, Training Delivery, Program Facilitation, Virtual Teams, Team Management, Team Leadership, Executive Development, Career Development..., Public Speaking, Blogger, Stand-up Comedy, Humorist, Seminars, Professional..., Career Path Planning, Sourcing, Talent Management, Performance Management, Interviews, Strategy, Personnel Management, Training

Education
Loyola University of Chicago   1990 — 1992
MSHRIR, Human Resources Management and Services

Georgetown University   1983 — 1986
BS in Foreign Service, Political Science and Government

Kerry Barrett Kerry Barrett San Francisco Bay Area Details
Kerry Barrett's Tatum LLC Experience August 2011 - August 2012
Job President at Accretive Solutions
Industry Management Consulting
Experience
Accretive Solutions  August 2012 - Present
Accretive Solutions  November 2013 - July 2014
Accretive Solutions  August 2012 - November 2013
Tatum LLC   August 2011 - August 2012
Deloitte  July 2008 - August 2011
Hudson Financial Solutions  April 2003 - December 2006
Parson Group  December 1996 - December 2001

Skills
Business Strategy, Operations, Sales Management, Private Equity, Mergers, Management Consulting, Professional Services, Compliance, CRM, New Business Development, Mergers & Acquisitions, Business Development, Management, Enterprise Software, Program Management, Strategy, Sarbanes-Oxley Act, Leadership, Strategic Planning, Strategic Partnerships, Process Improvement, Change Management, Analytics, Consulting, Marketing, Finance

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2012
MBA, Strategy and Operations

Lehigh University   1988 — 1992
Bachelor of Arts (B.A.)

Bill Loughman Bill Loughman Greater Atlanta Area Details
Bill Loughman's Tatum LLC Experience 2005 - 2008
Job Partner at Newport Board Group
Industry Management Consulting
Experience
Newport Board Group  October 2013 - Present
Avion Systems, Inc.   September 2011 - August 2013
Mio Group Ltd.   September 2008 - July 2011
Tatum, LLC  2005 - 2008
AirGate PCS  2004 - 2005
o2wireless Solutions  1998 - 2003
AT&T Wireless  1996 - 1998
Motorola  1993 - 1996
Verizon Wireless  1988 - 1993
AT&T ( formerly Metro One)   1985 - 1987

Skills
Mergers, Start-ups, Investor Relations, Leadership, Integration, Financial Analysis, Management Consulting, Telecommunications, Due Diligence, Mergers & Acquisitions, Management, Internal Controls, Divestitures, Business Development, Mobile Devices, Financial Modeling, IPO, Financial Strategy, Acquisition Integration, Business Strategy, Finance, Corporate Finance, Venture Capital, Operations Management, Wireless, Accounting, Strategy, Budgets

Education
Manhattan College   1981 — 1984
MBA

Iona College   1973 — 1977
BBA, Accounting

Michael D Marcus, MBA CPA Chief Financial Officer Michael D Marcus, MBA CPA Chief Financial Officer Dallas/Fort Worth Area Details
Michael D Marcus, MBA CPA Chief Financial Officer's Tatum LLC Experience 2005 - 2007
Job CFO/COO Advisor at Pro Well Testing and Wireline
Industry Executive Office
Experience
Pro Well Testing and Wireline   March 2014 - Present
AuSable Capital Partners, LLC   September 2010 - Present
The Palomar Group   June 2013 - March 2014
Technology Mining Company, LLC   November 2010 - July 2012
Q Investments  January 2007 - September 2010
Intermet  2006 - 2010
TATUM, LLC  2005 - 2007
CDC News  2006 - 2006
Stout Risius Ross  2005 - 2005
Sarnamotive Blue Water Plastics   2005 - 2005

Skills
Process Improvement, Lean Manufacturing, Six Sigma, Mergers, Working Capital..., Budgeting, Team Building, Supply Chain Management, Pricing, Auditing, Contract Negotiation, Leadership, Budgets, Start-ups, Mergers & Acquisitions, Change Management, Finance, Internal Controls, Management, Manufacturing, Banking, Forecasting, Negotiation, Strategy, Business Planning, Managerial Finance, Cross-functional Team..., Financial Modeling, Strategic Planning, Accounting, Analysis, Executive Management, Automotive, ERP, Restructuring, Management Consulting, Business Strategy, Financial Analysis, Strategic Financial..., Operations Management, Business Analysis, Financial Audits, Performance Management, Sarbanes-Oxley Act, Business Process..., Purchasing, Turn Around Management, Project Management, Financial Reporting, Income Statement

Education
University of Notre Dame   1970 — 1974
BBA, Accountng/Finance/Economics, 3.5 in School of Business

Michigan State University   1983 — 1985
MBA, General Management concentration, 3.99

State of Indiana
C.P.A

Timothy Heyerdahl Timothy Heyerdahl Greater Atlanta Area Details
Timothy Heyerdahl's Tatum LLC Experience November 2012 - August 2014
Job CFO Advisory Services at Warbird Consulting Partners, LLC
Industry Information Technology and Services
Experience
Warbird Consulting Partners, LLC  September 2014 - Present
Tatum, LLC  November 2012 - August 2014
VisualCue Technolgies, LLC   January 2004 - November 2012
Peace Software  January 2000 - September 2001
McKesson / HBO & Company   January 1988 - January 1999
Hattori Seiko   January 1983 - January 1988

Skills
Business Intelligence, Visual Analytics, Business Strategy, Strategic Planning, Management Consulting, Organizational..., Project Management, Finance Strategy, Executive Coaching, Management Due Diligence, Operational Due..., Thought Leadership, Change Management, Transaction Processing..., Revenue Recognition SOP..., Intellectual Property, Cloud Computing, SaaS, PaaS, Government Contracting, Public Speaking, Internal Reporting, SEC Financial Reporting, Partnership Taxation, Corporate Governance, Software Patents, Equity Management, Private Equity, Business Recovery..., Business Analysis, Accounting Systems, Accounting Processes, Quickbooks, Tax Preparation, Relational Databases, Relational Data Modeling, Medicare FW&A, Finance, Accounting, Budgets, Managerial Finance, Due Diligence, Mergers & Acquisitions, Corporate Finance, Networking, Strategic Financial..., Executive Management

Education
Indiana University Bloomington   1979 — 1983
Bachelor of Science (BS), Accounting

Amber Deal Amber Deal Acworth, Georgia Details
Amber Deal's Tatum LLC Experience June 2008 - May 2010
Job Marketing Manager at The Impact Partnership
Industry Marketing and Advertising
Experience
The Impact Partnership  March 2013 - Present
IFCO Systems  July 2012 - March 2013
Tatum  April 2010 - March 2012
Tatum, LLC  June 2008 - May 2010
Tatum, LLC  July 2007 - June 2008
ClaimSource One, Inc   December 2004 - July 2007
ClaimSource One, Inc   June 2004 - December 2004
Connect Marketing Publications   December 2002 - May 2004

Skills
Copywriting, Press Releases, Newsletters, Market Planning, Advertising, Social Media, Social Media Marketing, Trade Shows, Event Planning, Marketing, Public Relations, Lead Generation, Marketing Management, Marketing Strategy, Email Marketing, Leadership, Blogging, Event Management, Management, Sales, B2B, Direct Mail, Budgets

Education
The Creative Circus   2010 — 2010
Image, Photography

Kennesaw State University   1999 — 2003
BBA, Marketing

Douglas Payne Douglas Payne Scottsdale, Arizona Details
Douglas Payne's Tatum LLC Experience January 2001 - August 2008
Job Founder & CEO at Newport Board Group LLC
Industry Executive Office
Experience
Newport Board Group  May 2011 - Present
Rainbow Rewards Holdings LTD   November 2009 - March 2012
Tatum LLC   January 2001 - August 2008

Skills
Marketing, Leadership, Business Strategy, Strategic Planning, Business Development, Management Consulting, Governance, Acquisition Integration, Strategy, Start-ups, Management, Board of Directors, Change Management, Corporate Development, Entrepreneurship, Business Planning, Business Process..., Strategic Partnerships, Venture Capital, Executive Coaching, Restructuring, Budgets, International Business, Executive Management, Competitive Analysis, Process Improvement, Project Management, Cross-functional Team..., Professional Services, Turn Around Management

Education
The Ohio State University   1970 — 1972
MBA, Finance, Operations Research

Purdue University   1966 — 1970
Aeronautical Engineering, Aeronautics

Tony W. Robinson, MBA, CPA Tony W. Robinson, MBA, CPA Dallas/Fort Worth Area Details
Tony W. Robinson, MBA, CPA's Tatum LLC Experience April 2012 - October 2012
Job Director Business Intelligence at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class  October 2012 - Present
Tatum LLC   April 2012 - October 2012
Nokia  July 2011 - January 2012
Nokia  July 2007 - July 2011
Nokia  November 2006 - July 2007
McKesson Health Solutions  August 2002 - November 2006
Solectron Global Services  October 2001 - July 2002
Genuity  1997 - 2000
Verizon Communications (formerly GTE)   September 1993 - November 1997

Skills
Operations Management, Performance Improvement, Accounting, Financial Systems, Financial Analysis, Process Improvement, CPA, Change Management, Telecommunications, Strategy, Management, Strategic Planning, Business Development, Business Intelligence, Analysis, Leadership, Finance

Education
North Carolina Central University   1995 — 1998
MBA, Business

North Carolina Agricultural and Technical State University   1988 — 1993
B.S., Finance

Steven Greenstein Steven Greenstein Greater New York City Area Details
Steven Greenstein's Tatum LLC Experience September 2008 - January 2009
Job Managing Member Symmetry Group LLC
Industry Information Technology and Services
Experience
Symmetry Group LLC   September 2011 - Present
Arbor Continuity   October 2013 - Present
MetricOne   November 2012 - Present
Accretive Solutions  February 2009 - March 2011
Tatum LLC   September 2008 - January 2009
McGladrey  April 2007 - September 2008
JH Cohn, LLP  January 2006 - January 2007
BridgeMark/BDO   2004 - 2006
BDO Seidman, LLP - Risk Advisory Services   2003 - 2006
Jefferson Wells  1999 - 2004

Skills
Professional Services, Manufacturing, Retail, CPA, Lifesciences, Pharmaceutical Industry, Business Process..., Management Consulting, Mergers, Sarbanes-Oxley Act, Process Improvement, Acquisition Integration, Enterprise Risk..., IT Strategy, Executive Management, Risk Management, Internal Audit, Strategic Planning, Consulting, Financial Services, Mergers & Acquisitions, Outsourcing, Cross-functional Team..., Leadership, Team Building, CRM, Business Development, Management, Start-ups, Solution Selling, Business Process, New Business Development

Education
City University of New York-Queens College   1977 — 1981
Bachelor of Arts (B.A.), Accounting and Economics

Erica D. Daley, CPA, MBA Erica D. Daley, CPA, MBA Eugene, Oregon Area Details
Erica D. Daley, CPA, MBA's Tatum LLC Experience 2005 - 2010
Job
Industry Executive Office
Experience
University of Oregon  July 2013 - Present
Miller Nash LLP  November 2005 - November 2012
Tatum LLC   2005 - 2010
CompView Inc.   1996 - 2005
Arthur Andersen  1994 - 1996
MCG Northwest   1988 - 1993

Skills
Mergers, Financial Analysis, Corporate Governance, Due Diligence, Restructuring, Strategic Financial..., Risk Management, Managerial Finance, Venture Capital, Cash Flow, Financial Accounting, Internal Audit, Corporate Finance, Sarbanes-Oxley Act, Acquisition Integration, Internal Controls, Accounting, Contract Negotiation, Business Strategy, Private Equity, Budgets, Strategic Planning, Executive Management, Financial Reporting, Start-ups, Mergers & Acquisitions, Financial Modeling, Finance, Strategy, SEC filings, Leadership, Project Planning, Operations Management, Management, Cash Management, Team Building, Forecasting, Business Planning, IPO, Investor Relations, Policy

Education
MBA, University of Oregon   2000 — 2002

Portland State University - School of Business
BA

Jessie Hwang Jessie Hwang Philadelphia, Pennsylvania Details
Jessie Hwang's Tatum LLC Experience June 2009 - August 2009
Job Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting  June 2012 - Present
Telarix  September 2010 - June 2012
Tatum LLC   June 2009 - August 2009

Skills
Visio, Microsoft Office, Mandarin, Microsoft Excel, Stata, XML, Analysis, Software Development, Databases, Project Management, Testing, Management Consulting, Crystal Xcelsius, Market Research, Requirements Gathering, SDLC, Event Planning, Jama, IT Strategy, Test Cases, Cloud Computing, Proposal Writing, Business Service..., Pricing Analysis, Business Process Mapping, iGrafx, Leadership, Process Improvement, Business Analysis, Data Analysis

Education
Penn State University   2006 — 2010
B.S., Economics

Wayne Marschall Wayne Marschall Portland, Oregon Area Details
Wayne Marschall's Tatum LLC Experience 2006 - 2010
Job Chief Financial Officer at The Stoller Group
Industry Human Resources
Experience
The Stoller Group  July 2012 - Present
Express Employment Professionals / The Stoller Region   July 2012 - Present
Xenium HR  July 2012 - Present
Stoller Family Estate  July 2012 - Present
Financial Executives International  July 2013 - June 2014
Aequitas Capital Management  March 2010 - February 2012
Tatum LLC   2006 - 2010
Cornell Pump Co.   2005 - 2006
NACCO Materials Handling Group  2002 - 2004
SUMCO  2000 - 2002

Skills
Mergers, ERP, Portfolio Management, Business Process, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Finance, Executive Management, Strategy, Risk Management, Forecasting, Corporate Finance, Start-ups, Leadership, Business Development, Accounting, Business Strategy, Business Planning, Financial Reporting, Change Management, Sarbanes-Oxley Act, Strategic Planning, Investments, Due Diligence, Managerial Finance

Education
George Fox University   2003 — 2005
MBA

Northeastern University
BSBA, Finance

Erin Lloyd Erin Lloyd Greater Atlanta Area Details
Erin Lloyd's Tatum LLC Experience March 2008 - May 2010
Job Senior HR Generalist at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley Smith Barney  March 2010 - Present
Tatum LLC   March 2008 - May 2010
MMC / Marsh   July 2003 - February 2008
The Home Depot  January 2002 - July 2003
SCI Companies  October 1993 - November 2001

Education
University of Tampa   2001 — 2004
MBA, Management, International

Hollins University   1989 — 1993
History

Ann Franks Ann Franks Greater Atlanta Area Details
Ann Franks's Tatum LLC Experience October 2008 - June 2010
Job Vice President, Enterprise Program Management Office at Republic National Distributing Company
Industry Information Technology and Services
Experience
Republic National Distributing Company  March 2012 - January 2014
AGSI  June 2010 - May 2012
Tatum LLC   October 2008 - June 2010
Ricoh Americas Corporation  October 2006 - July 2008
Lanier Worldwide  April 2004 - October 2006
Lanier Europe   September 1999 - March 2004
Lanier Worldwide  June 1996 - August 1999

Skills
M&A Integration, ERP/CRM, Shared Services, Program Management, IT Transformation, Governance, Information Security..., Vendor Management, IT Operations, ERP, Strategy, Mergers, Data Center, Security, Business Development, IT Strategy, Management Consulting, Leadership, IT Management, Enterprise Software, Management, Information Technology, Cross-functional Team..., ERP Implementations, Outsourcing, SaaS, Mergers & Acquisitions, Process Improvement, Business Process..., Project Management, Strategic Partnerships, Consulting, Executive Management, Professional Services, Software Development, Integration, Business Intelligence, Business Process

Education
Georgia State University - J. Mack Robinson College of Business
BBA, Computer Information Science

Patrick Mackey Patrick Mackey Dallas/Fort Worth Area Details
Patrick Mackey's Tatum LLC Experience September 2008 - August 2012
Job Partner at Tatum, a Randstad company
Industry Accounting
Experience
Tatum, a Randstad company  May 2014 - Present
Evergreen Alliance Golf ('Eagle Golf")   January 2012 - May 2014
Tatum LLC   September 2008 - August 2012
Pro Line Printing, Inc.   June 2007 - July 2008
Berliner Communications, Inc.   January 2000 - February 2007
TatumCFO Partners   December 1998 - March 2000
MultiTechnology Services, Inc.   January 1990 - December 1998
Republic Health Corporation   June 1984 - December 1990

Skills
Mergers, SEC reporting, Restructuring, Financial Reporting, IPO, Due Diligence, Private Equity, SEC filings, Venture Capital, Mergers & Acquisitions, Executive Management, Turn Around Management, Internal Controls, GAAP, Cash Management, Acquisitions, Cash Flow, US GAAP, Corporate Finance, Acquisition Integration, Leadership, Finance, Managerial Finance, Equities, Cost Accounting, Sarbanes-Oxley Act, M&A experience, Forecasting, Strategic Financial..., CPA, Auditing, Financial Modeling, Divestitures, Sarbanes-Oxley, Financial Analysis, Accounting

Education
Louisiana Tech University   1964 — 1968
BS, Accounting

James Boyda James Boyda Tampa/St. Petersburg, Florida Area Details
James Boyda's Tatum LLC Experience August 2007 - Present
Job Principal at Tatum LLC
Industry Executive Office
Experience
Tatum LLC   August 2007 - Present
InStar Services (wholly owned by Service Master)   June 2006 - August 2007
Lorro, Inc. (First Tier Automotive Supplier)   2001 - 2006
PDS Rail Car Services   1999 - 2001
Palmer Moving & Storage (Moving Company)   1995 - 1998
Fretter Appliance (Consumer Electronic Superstores)   1991 - 1995
Highland Superstores (Consumer Electronic Superstores)   1986 - 1991
American Natural Resources  1978 - 1986
Kraft Foods  1975 - 1977

Education
Wayne State University   1980 — 1981
MBA, Finance

Michigan State University   1971 — 1975
Bachelor, Accounting

East Detroit High School   1968 — 1971
high school

Ron Lopes, CPA/MBA Ron Lopes, CPA/MBA Spokane, Washington Area Details
Ron Lopes, CPA/MBA's Tatum LLC Experience December 2006 - March 2008
Job Principal at Redstone Advisors
Industry Management Consulting
Experience
Redstone Advisors   April 2013 - Present
StoneCross Group   January 2012 - Present
Interim CFO Management   April 2008 - Present
Integral Matrix Consulting, LLC   April 2009 - December 2011
Tatum LLC   December 2006 - March 2008
Magellan GPS  2008 - 2008
BodyLines Inc.   July 1996 - December 2006
Corsair Communications  1995 - 1996
CFO Solutions   1994 - 1996
Megapower Corporation   1991 - 1995

Skills
Mergers, Management Consulting, Government Contracting, Start-ups, Manufacturing, Financial Services, Due Diligence, Mergers & Acquisitions, Finance, Business Strategy, Venture Capital, Managerial Finance, Management, Financial Reporting, Strategic Financial..., Auditing, Strategic Planning, Internal Controls, Accounting, Leadership, Executive Management, Small Business, Operations Management, Acquisition Integration, Business Intelligence, Consulting, SEC filings, Restructuring, Business Process..., Analytics

Education
University of California, Berkeley, Haas School of Business
MBA, Accounting

Santa Clara University
BSC, Accounting

Ohio University
Graduate teaching assistant-Dept of Industrial Management

Judith Bergstrom Judith Bergstrom Greater Atlanta Area Details
Judith Bergstrom's Tatum LLC Experience November 2009 - December 2010
Job Vice President at FluidEdge Consulting
Industry Information Technology and Services
Experience
FluidEdge Consulting  March 2012 - Present
IT Business Consultant   October 2011 - Present
Thompson Media Group LLC  February 2010 - October 2011
Tatum LLC   November 2009 - December 2010
IT Leadership Excellence   January 2006 - November 2009
Delta Airlines  February 2007 - May 2008
TSC  May 2004 - December 2005
Quovadx  June 2002 - November 2003
First Consulting Group  June 1991 - December 2001
Price Waterhouse  1988 - 1991

Skills
Professional Services, Healthcare, MRO, Program Management, Change Management, Portfolio Management, Business Transformation, Online Publishing, Digital Libraries, SAP, Software Project..., Profit & Loss Management, Coaching Staff, HCIT, Business Intelligence, Enterprise Content..., ERP, Strategic Planning, Management, Healthcare Information..., IT Strategy, Vendor Management, IT Management, PMO, Strategy, Outsourcing, Integration, Budgets, Income Statement, Project Management, Telecommunications, Executive Management, Team Building, Consulting, Business Analysis, Information Technology, Business Process..., IT Operations

Education
The George Washington University   1983 — 1985
MAS, Management Information Systems

Middlebury Institute of International Studies at Monterey   1977 — 1979
BA, International Relations Middle Eastern Studies

Eileen S. Winterble Eileen S. Winterble Orlando, Florida Area Details
Eileen S. Winterble's Tatum LLC Experience December 2007 - August 2008
Job Strategist Catalyst Coach ** Transforming Businesses & Careers
Industry Management Consulting
Experience
Eileen S. Winterble, Strategist - Catalyst - Coach   October 2009 - Present
Jewish Federation of Greater Orlando  September 2008 - September 2009
Tatum LLC   December 2007 - August 2008
Eileen S Winterble, Strategist - Catalyst - Coach   June 2003 - November 2007
GHI - Group Health Incorporated   April 2001 - May 2003
Harvard Pilgrim Health Care  July 1999 - October 2000
Aithent, Inc.   January 1998 - June 1999
HIP Health Plan of New York  September 1991 - March 1997
NYS Housing and Health Care Financing Agencies   February 1987 - August 1991
Dexel Burnham Lambert   August 1984 - March 1986

Skills
Strategic Planning, Executive Coaching, Financial Turnaround, Healthcare, Non-profits, Restructuring, Change Management, Nonprofits, Fundraising, Leadership, Strategy, Management Consulting, Social Media, Turn Around Management, Management, Public Speaking, Coaching, Program Management, Executive Management, Budgets, Public Relations, Recruiting, Consulting, Organizational..., Project Management, Finance, Succession Planning, Leadership Development, Entrepreneurship, Team Building, Mergers & Acquisitions, Start-ups, Enterprise Software

Education
Penn State University   1961 — 1965
B.A.

Mercedes Parker Mercedes Parker Greater Atlanta Area Details
Mercedes Parker's Tatum LLC Experience October 2009 - April 2011
Job Sales Operations Specialist at New York Stock Exchange Governance Services
Industry Financial Services
Experience
NYSE Governance Services  August 2015 - Present
General Cable  November 2013 - August 2015
Waste Management  June 2012 - November 2013
Waste Management  August 2011 - June 2012
Tatum LLC   October 2009 - April 2011
Georgia State University  August 2008 - October 2009
State Road & Tollway Authority  May 2009 - August 2009

Skills
Salesforce.com, Event Planning, Marketing, Customer Service, Market Research, CRM, Public Relations, Business Development, Corporate Training, Social Networking, Leadership, Event Management, Microsoft Dynamics, Social Media, Team Leadership, Recruiting, Facebook, Social Media Marketing, Project Planning, Microsoft Excel, Membership Recruitment, B2B, Customer Satisfaction, Marketing Communications, Mentoring, Sales Operations, Project Management, Time Management, Team Building, Sales Operations Audit, Database Admin, Database Management, Webinar Creation, IBM AS/400

Education
Argosy University Atlanta   2013 — 2014
Master of Business Administration (MBA), 4.0

Georgia State University - J. Mack Robinson College of Business   2006 — 2010
BBA, Marketing

Paul Iacono Paul Iacono Orange County, California Area Details
Paul Iacono's Tatum LLC Experience June 2006 - January 2010
Job CFO at Boot Barn
Industry Retail
Experience
Boot Barn  February 2009 - Present
Tatum LLC   June 2006 - January 2010
Pincreek Capital   January 2000 - May 2006

Skills
IPO, Private Equity, Mergers, Acquisition Integration, SEC filings, Financial Modeling, Strategic Planning, Financial Analysis, Financial Reporting, Restructuring, Accounting, Capital, Forecasting, Due Diligence, Corporate Finance

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1995 — 1996
MBA, Business

Gary McClernan Gary McClernan San Francisco Bay Area Details
Gary McClernan's Tatum LLC Experience July 2008 - April 2009
Job Chief Financial Officer at Far Niente Winery
Industry Wine and Spirits
Experience
Far Niente Winery  July 2013 - Present
Far Niente Winery  November 2012 - July 2013
Shannon Ridge Vineyard & Winery   February 2010 - July 2013
North Bay CFO   December 2009 - July 2013
CPI International  September 2011 - May 2012
Tatum LLC   July 2008 - April 2009
5.11 Tactical  July 2008 - February 2009
Ledgent  August 2009 - 2009
Dilithium Networks  December 2007 - July 2008
Turin Networks  June 2007 - December 2007

Skills
CFO, Corporate Controller, ERP design & integration, Company profitability, Making companies..., Capital structure, Wineries as process..., Financial Modeling, Financial Reporting, Manufacturing, Capital Structure, Finance, Mergers & Acquisitions, Auditing, Financial Analysis, Business Strategy, ERP, Internal Controls, Accounting, Strategy, Leadership, Due Diligence, Cost Accounting, Risk Management, Management, Budgets, Analysis, Strategic Planning, Corporate Finance

Education
Loyola Marymount University, College of Business Administration   1981 — 1986
MBA, Finance

University of Colorado Boulder   1978 — 1980
MPA, City Management, Public Finance minor

University of California, Los Angeles   1969 — 1973
B.A., Economics

Robert Koenig Robert Koenig Greater Minneapolis-St. Paul Area Details
Robert Koenig's Tatum LLC Experience May 2007 - June 2011
Job Sr Solutions Architect Transformations at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota  December 2014 - Present
Express Scripts  July 2012 - December 2014
Rocky Mountain Systems Group   October 2000 - December 2014
Compassion International  February 2012 - May 2012
Qortex  June 2011 - February 2012
Tatum LLC   May 2007 - June 2011
Orange County Container Group LLC  May 2010 - February 2011
Professional Rodeo Cowboys Association  July 2007 - January 2010
Lehman Brothers  September 2004 - April 2007
Nelnet  March 2003 - September 2004

Skills
IT Governance, PMO, Management Consulting, Architecture, Business Management, Business Analysis, ERP, Process Improvement, Integration, Business Intelligence, Change Management, Program Management, Process Engineering, IT Management, IT Strategy, Disaster Recovery, SDLC, Strategic Planning, SharePoint, Business Process, Business Process..., SOX, Agile, Vendor Management, Governance, Agile Methodologies, Leadership, Microsoft SQL Server, CRM, Management, Strategy, Cross-functional Team..., SOA, Sarbanes-Oxley Act, Requirements Analysis, Software Development, Project Portfolio..., Visio, Project Management, MS Project, Start-ups, Enterprise Architecture, Databases, Team Leadership, Oracle, Analysis, SQL, Scrum, Software Project..., Cloud Computing

Education
Tibco Educational Services - Workflow   2005 — 2005
Tibco Staffware Implementation Methodology

Whittman Hart Strategic Education - PM Degree   1990 — 2001
WH-PM, ProSpec Certificate of Project Management

North Hennepin Community College   1994 — 1994
Certificate, Computer Programming in Borland C++

Minnesota School of Business   1984 — 1985
Associate, Information Technology and Programming

Mound Westonka

Forest Ralph Forest Ralph Houston, Texas Area Details
Forest Ralph's Tatum LLC Experience April 2010 - May 2011
Job Finance and Operations Professional
Industry Management Consulting
Experience
Resources Global Professionals  April 2012 - Present
Warbird Consulting Partners, LLC  January 2012 - April 2012
Tatum LLC   April 2010 - May 2011
Huron Consulting Group  July 2007 - April 2010
HealthSouth  January 2006 - July 2007
HealthSouth  September 2004 - December 2005
Independent Chief Financial Officer   February 2000 - June 2004
Convergence Corporation / Amazon.com   November 1998 - February 2000
President Baking Company  June 1992 - November 1998
Dole Food Company  May 1987 - June 1992

Skills
International Operations, Management Consulting, Process Improvement, Treasury, Business Development, Strategic Planning, Business Valuation, Due Diligence, Mergers, Acquisition Integration, Turn Around Management, Restructuring, Divestitures, Corporate Finance, Financial Analysis, SEC filings, Monthly Close, Management Accounting, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Remediation, Mergers & Acquisitions, Accounting, Venture Capital, Finance, Private Equity, Start-ups, Business Strategy, Consolidation, Business Process..., Auditing, Sarbanes-Oxley, Risk Management, Executive Management

Education
Harvard Business School   1985 — 1987
MBA

Georgetown University   1977 — 1980
BSFS, International Economics, Finance and Commerce

Vanderbilt University   1975 — 1977
Engineering

Sue (Sue Rainville) Germaine Sue (Sue Rainville) Germaine Greater Atlanta Area Details
Sue (Sue Rainville) Germaine's Tatum LLC Experience July 2010 - June 2011
Job Finance Project Manager, The CocaCola Company
Industry Accounting
Experience
The Coca-Cola Company  July 2010 - Present
Soccer in the Streets  October 2008 - Present
IIA  1999 - Present
Tatum LLC   July 2010 - June 2011
UHY Advisors  March 2006 - April 2010
Accume Partners  October 2005 - February 2006
Dixon Hughes  September 2003 - October 2005
Ernst & Young  October 1999 - August 2003
Citizens Financial Group  January 1998 - September 1999
Citizens Financial Group  December 1995 - January 1998

Skills
Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Analysis, Sarbanes-Oxley, Internal Audit, Enterprise Risk..., Auditing, Due Diligence, Risk Assessment, SEC filings, Financial Reporting, Process Improvement, Accounting, IT Audit, COSO, Banking, Management, Analysis, Finance, Budgets, Leadership, Managerial Finance, Financial Services, Financial Audits

Education
University of Massachusetts at Amherst - Isenberg School of Management   1983 — 1987
BS, Finance

Michael Vasey, CPA, MBA Michael Vasey, CPA, MBA Greater Los Angeles Area Details
Michael Vasey, CPA, MBA's Tatum LLC Experience 2010 - Present
Job Finance and Accounting Executive with experience in operations and motivation to initiate improvements
Industry Management Consulting
Experience
Tatum LLC   2010 - Present
Bally Total Fitness  2007 - 2010
Bally Total Fitness  2003 - 2007
Bally Total Fitness  1998 - 2003
Bally Total Fitness  1994 - 1998
Bally Total Fitness  1992 - 1994
Bally Total Fitness  1987 - 1992

Education
Loyola Marymount University   1995 — 1997
MBA, Business Administration

University of California, Santa Barbara   1984 — 1987
BA, Business Economics

Helena Stage Helena Stage San Diego, California Details
Helena Stage's Tatum LLC Experience January 2007 - December 2007
Job Consulting CFO
Industry Accounting
Experience
BusinessOnline  April 2012 - Present
Sanford Consortium for Regenerative Medicine  April 2012 - Present
Helena Stage Consulting   August 2010 - Present
Helena Stage Consulting   July 2010 - Present
NuSI and Business Online   March 2013 - June 2014
Awarepoint Corporation   July 2009 - August 2010
Awarepoint Corporation   December 2007 - July 2009
Tatum, LLC  January 2007 - December 2007
Florexpo, LLC  January 1998 - January 2002
The EYE   2002 - 2002

Skills
Start-ups, Strategic Partnerships, Healthcare, Auditing, Business Development, Healthcare Information..., Essbase, Accounting, SEC filings, Management, Budgets, Product Management, Team Building, SaaS, Business Strategy

Education
Loyola Marymount University
MBA program

Mills College
BA, History

Steve Byington Steve Byington Greater Nashville Area Details
Steve Byington's Tatum LLC Experience September 2009 - February 2010
Job President of Crossroad CFO providing permanent, parttime CFO Services to businesses seeking a financial transformation.
Industry Information Technology and Services
Experience
Crossroad CFO, LLC   September 2009 - Present
Mercy Community Healthcare  August 2012 - May 2014
teknetex inc  February 2014 - April 2014
Creative Trust Media  October 2009 - July 2013
Uniguest  November 2009 - May 2012
Tatum LLC   September 2009 - February 2010
Tatum LLC   February 2009 - September 2009
Tatum, LLC  June 2007 - February 2009
Smart Data Strategies, Inc.   November 2003 - March 2007
Smith Seckman Reid, Inc.   January 1994 - November 2003

Skills
Financial Forecasting, Cash Flow, Financial Modeling, Financial Analysis, Financial Management, Budgeting, Strategic Planning, Quickbooks, Excel, Financial Planning, Strategic Financial..., Mergers & Acquisitions, Forecasting, Entrepreneurship, Start-ups, Managerial Finance, Budgets, QuickBooks, Finance, Microsoft Excel, Process Improvement, Business Planning, Leadership

Education
The University of Memphis   1981 — 1983
MBA, Finance

Haslam College of Business at the University of Tennessee   1974 — 1978
BS, Finance Management Science Option

North Kingstown HS Skippers   1971 — 1974

Kyle Scaff Kyle Scaff Houston, Texas Area Details
Kyle Scaff's Tatum LLC Experience November 2006 - November 2008
Job EVP Director of Internal Audit
Industry Accounting
Experience
First Community Bank N A  June 2010 - Present
Morgan Garris Consulting, LLC   January 2009 - May 2010
Tatum LLC   November 2006 - November 2008
Jefferson Wells  March 1998 - November 2006
Bank United  1988 - 1998
First Texas / Gibraltar Savings Association   October 1985 - August 1988
KPMG - USA   May 1983 - October 1985

Skills
Accounting, Finance, Financial Accounting, Business Development, Executive Management, External Audit, Financial Services, Training, Payroll, Software Documentation, Financial Analysis, Professional Services, Due Diligence, Consulting, Enterprise Risk...

Education
University of Houston   1981 — 1983
Bachelor of Accountancy, Accounting

Lamar University   1977 — 1981
BBA, Marketing

Geoff Scheitlin Geoff Scheitlin Barrington, Illinois Details
Geoff Scheitlin's Tatum LLC Experience April 2013 - May 2014
Job CFO & Treasurer with broad finance, accounting, and strategic planning experience in private, PE, and public companies.
Industry Executive Office
Experience
Executive Management & Advisory Services, LLC   2005 - Present
Penn Services, LLC   October 2008 - Present
Tatum, LLC  April 2013 - May 2014
Hyper Marketing, Inc. a Lake Capital Portfolio Company   February 2012 - December 2012
Lygase RFID Solutions   July 2009 - April 2010
Power Plate North America  2008 - 2009
IdeaNet, Inc.   2007 - 2008
Colony, Inc.   2005 - 2007
Bally Total Fitness Holding Corporation   2001 - 2005
Bally Total Fitness Holding Corporation   1997 - 2001

Skills
Strategic Planning, Business Strategy, Business Process..., Private Companies, Acquisition Integration, Mergers, Liquidity, Banking Relationships, Cash-flow Management, Internal Controls, Accounting, Forecasting, Corporate Finance, Start-ups, Mergers & Acquisitions, Leadership, Financial Reporting, Finance, Managerial Finance, Process Improvement, Strategy, Team Building, Financial Services, Management, Budgets, Business Planning, Human Resources, Analysis, Auditing, Cash Flow, Risk Management, Cash Management, Executive Management, Internal Audit, Banking, Financial Analysis, ERP, Restructuring

Education
Indiana University - Kelley School of Business   1976 — 1980
BS in Accounting with High Distinction, Accounting

Michael Weaber Michael Weaber Houston, Texas Area Details
Michael Weaber's Tatum LLC Experience April 2007 - December 2010
Job Chief Financial Officer
Industry Financial Services
Experience
N F Smith & Associates, L.P.   January 2011 - Present
Tatum LLC   April 2007 - December 2010
W Michael Weaber & Associates   2004 - 2007
Bayer Diagnostics  1998 - 2002
Bayer HealthCare  1994 - 1998
Bayer MaterialScience  1992 - 1994
Bayer Business Services  1990 - 1992
Mobay Synthetics Corporation   1988 - 1990

Skills
Mergers, Corporate Finance, Accounting, Process Improvement, Financial Reporting, Acquisition Integration, Financial Analysis, Due Diligence, Strategic Planning, Risk Management, Managerial Finance, Private Equity, Forecasting, Financial Modeling, Budgets, Management, Business Development, Management Consulting, Auditing, Business Strategy, Finance, Mergers & Acquisitions, Strategy, Change Management, Start-ups, Restructuring, Valuation, Business Planning, Executive Management, Strategic Financial..., Contract Negotiation, Analysis, SEC filings, Cross-functional Team..., Sarbanes-Oxley Act

Education
Kenyon College   1963 — 1967
BA, Biology

Judy Creese Judy Creese Dallas/Fort Worth Area Details
Judy Creese's Tatum LLC Experience May 2007 - May 2012
Job VP and Controller at USMD
Industry Hospital & Health Care
Experience
USMD  February 2015 - Present
Epiphany Business Advisors   July 2013 - Present
USMD  February 2014 - January 2015
Sirius Solutions  May 2012 - June 2013
Tatum LLC   May 2007 - May 2012
Classic Cuisine Enterprises LLC   March 2003 - May 2007
Gulfstream Aerospace Corporation  2002 - 2003
Gulfstream Aerospace Corporation  2001 - 2002
Gulfstream Aerospace Corporation  1996 - 2001
Tofias, Fleishman, Shapiro & Co., CPA's   1987 - 1995

Skills
Business Strategy, Integration, Mergers, Acquisitions, Business Process..., Internal Controls, Finance, Accounting, Forecasting, Budget, Financial Analysis, Financial Reporting, Auditing, Aerospace, Technology, Media, Manufacturing, Hospitality, Start-ups, Budgets, Strategy, Management Consulting, Process Improvement, Management, Consulting, Aquisition Integration, System Implementations, US GAAP, Managerial Finance, Acquisition Integration, Financial Modeling, Professional Services, CRM, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Private Equity

Education
Fort Hays State University   1979 — 1983
Bachelor of Science, Accounting

Thomas Hein Thomas Hein Charlotte, North Carolina Area Details
Thomas Hein's Tatum LLC Experience August 2009 - September 2012
Job Senior Financial Executive
Industry Medical Devices
Experience
Thomas Hein   October 2012 - Present
Tatum LLC   August 2009 - September 2012
Orthofix International NV  August 1999 - March 2009
Orthofix Inc  August 1999 - June 2001
Prime Vision Health, Inc.   October 1996 - April 1999
MDT Corporation   August 1988 - August 1996

Skills
Treasury, Finance, Investor Relations, Mergers, Mergers & Acquisitions, Auditing, Leadership, Due Diligence, Managerial Finance, Strategy, Tax, Financial Analysis, Acquisition Integration, Sarbanes-Oxley Act, Executive Management, SEC filings, Cash Flow, Corporate Finance, Internal Controls, Financial Modeling, Private Equity, Restructuring, Forecasting

Education
Michigan State University - The Eli Broad College of Business   1969 — 1970
MBA, Finance

Iowa State University - College of Business   1965 — 1969
Bachelors, Accounting

Deborah Ellis, CPA Deborah Ellis, CPA Gainesville, Georgia Details
Deborah Ellis, CPA's Tatum LLC Experience October 2008 - March 2009
Job Controller
Industry Accounting
Experience
Accounting & Financial Solutions, Inc.   December 2011 - Present
The McBurney Corporation  January 2013 - September 2014
Accounting Professionals Network, Inc.   July 2011 - January 2012
Manpower Professional  July 2010 - July 2011
The Intersect Group  November 2009 - April 2010
American Medical Accounting & Consulting   June 2009 - November 2009
The Intersect Group  March 2009 - June 2009
Tatum, LLC  October 2008 - March 2009
Tatum LLC   July 2007 - October 2008
Tatum, LLC  November 2006 - May 2007

Skills
Auditing, Accounting, Cash Management, Business Process..., Finance, QuickBooks, Budgets, Tax, Accounts Receivable, Accounts Payable, General Ledger, Mergers & Acquisitions, Due Diligence, Process Improvement, Financial Analysis

Education
Georgia Southern University   1976 — 1980
BBA, Accounting

Jerry Mozian Jerry Mozian Greater New York City Area Details
Jerry Mozian's Tatum LLC Experience May 1998 - May 2010
Job Restructuring Advisor
Industry Management Consulting
Experience
Kinetic Advisors LLC   May 2010 - Present
Tatum LLC   May 1998 - May 2010
Havens Steel Company  June 2005 - June 2009
Village Homes of Colorado, Inc.   2009 - 2009
Peninsula Mortgage Brokers   2007 - 2007
General Roofing Services Inc.   2003 - 2005
Montenay International Corp.   July 1990 - November 1996
Sugarmill Woods, Inc   1990 - 1992

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1966 — 1967
MBA, Finance

Manhattan College   1962 — 1966
BE(ME), Engineering

Chuck Childs Chuck Childs Greater Atlanta Area Details
Chuck Childs's Tatum LLC Experience April 2006 - April 2010
Job CIO/CTO/Business and Technology Consultant
Industry Management Consulting
Experience
Teradata  December 2011 - Present
Tatum LLC   April 2006 - April 2010
Great-West Healthcare  2003 - 2005
SBI and Company  2001 - 2003
Accenture  1995 - 2001
CSC  1991 - 1993
Flexible Products Co.   1986 - 1988

Skills
Outsourcing, Insourcing, Integration, Business Strategy, ERP, Business Process, Management Consulting, Business Process..., Due Diligence, Project Implementation, Business Process Design, Small Business, Planning, SAP, Business Planning, Start-ups, Program Management, Acquisition Integration, Offshoring, Business Analysis, Re-engineering, Change Management, SAP R/3, Business Management, IT Strategy, Shared Services, Turnarounds, Process Improvement, Professional Services, Manufacturing, Healthcare, Customer Relations, Vendor Management, PMO, Business Transformation, Business Intelligence, SDLC, IT Management, Executive Management, Strategy Development, Enterprise Architecture, Strategic Planning, Team Building, Contract Negotiations, Organizational..., Team Leadership, Organizational Change, Software Implementation, Telecommunications, Strategy

Education
Georgia Institute of Technology   1976 — 1980
BSAE

Richard von Gnechten Richard von Gnechten Charlotte, North Carolina Area Details
Richard von Gnechten's Tatum LLC Experience July 2009 - July 2010
Job Experienced Chief Financial Officer and Executive Officer of public, private, large & emerging growth companies.
Industry Financial Services
Experience
Sapere Wealth Management LLC   August 2010 - Present
Global Kingdom Finance / Ravon Corporation   October 2004 - December 2010
Tatum LLC   July 2009 - July 2010
Hawaiian Electric Company  August 1991 - October 2004
Council on Health Costs   August 1989 - August 1991
Inland East Clinics & EMG Medical Management   June 1987 - August 1989

Skills
Corporate Finance, Management, Leadership, Strategy, Valuation, Capital Raising, Risk Management, Business Analysis, Mergers & Acquisitions, Due Diligence, IPO, Venture Capital, Sarbanes-Oxley Act, Financial Modeling, Start-ups, Private Equity, Finance, Investor Relations, Financial Reporting, Financial Analysis, Executive Management, Corporate Development, Strategic Planning, Accounting, Strategic Financial..., Treasury Management, Mergers, Acquisition Integration, Strategic Partnerships, Capital Markets, Managerial Finance, Treasury, SEC filings, Financial Services

Education
The Tuck School of Business at Dartmouth   1985 — 1987
MBA, Finance/Accounting

University of Denver   1981 — 1985
BA, Economics

Punahou School   1975 — 1981
HS Diploma, College Prep

Gary Rietz Gary Rietz Greater Chicago Area Details
Gary Rietz's Tatum LLC Experience September 2008 - 2010
Job Chief Information Officer at Blommer Chocolate Company
Industry Information Technology and Services
Experience
Blommer Chocolate Company  February 2014 - Present
IT Management Consulting  November 2013 - January 2014
Schawk  July 2010 - October 2013
Tatum LLC   September 2008 - 2010
Ubiquity Brands  April 2006 - September 2007
Independent Consultant  2002 - 2006
Dean Foods Company  July 1996 - April 2002
Quaker Oats Company  1981 - 1996
Andersen Consulting (Now Accenture)   1978 - 1981

Skills
Strategy, Business Process..., Program Management, Change Management, Business Process, ERP, Mergers & Acquisitions, Enterprise Software, Leadership, Business Strategy, Strategic Planning, E-commerce, Project Management, Team Building, Organizational..., Budgets, Contract Negotiation, SAP, Coaching, Consulting

Education
University of Chicago   1981 — 1983
MBA, Finance & Economics

Purdue University   1974 — 1978
BS, Accounting, Computer Science

John Gramer John Gramer Greater St. Louis Area Details
John Gramer's Tatum LLC Experience February 2011 - April 2013
Job President at Cejka Search
Industry Hospital & Health Care
Experience
Cejka Search  April 2014 - Present
Randstad Professionals, formerly The Mergis Group  April 2013 - April 2014
Tatum LLC   February 2011 - April 2013
The Mergis Group  May 2010 - February 2011
The Mergis Group, a division of Spherion Corporation   January 2006 - May 2010
Spherion  January 2005 - January 2010
Mergis Group  2002 - January 2006
A-L Associates  1982 - 2001
Revlon  February 1979 - January 1982
Coopers & Lybrand  1967 - 1979

Skills
Temporary Placement, Temporary Staffing, Management, Search, Auditing, Internal Audit, Deferred Compensation, Retained Search, Tax, Mergers & Acquisitions, Talent Acquisition, Executive Search, Sarbanes-Oxley Act, Accounting, Financial Analysis

Education
Monmouth University
Bachelor of Science (BS), Accounting and Finance

Dan McCarville Dan McCarville Orange County, California Area Details
Dan McCarville's Tatum LLC Experience January 2000 - April 2004
Job Interim CFO, CFO, COO, Consultant
Industry Financial Services
Experience
Orange Business Consulting LLC   January 2012 - Present
First Team Real Estate, WRT Title, Hallmark & Coast City Escrow Companies, Family Office   April 2004 - December 2011
Tatum LLC   January 2000 - April 2004
First Team Real Estate, Bankers Funding Mortgage, Hallmark & Coast City Escrow, Family Office   July 1994 - January 2000

Skills
Financial Analysis, Financial Modeling, Due Diligence, Valuation, Investments, Restructuring, M&A experience, Corporate Finance, Cash Flow Forecasting, Brokerage, Business Planning, Financial Reporting, Executive Management, Negotiation, Financial Forecasting, Accounting, Debt, Family Office, Project Management, Mergers & Acquisitions, Private Equity, Budgets, Investment Strategies, Business Tax Planning, Compensation Structures, Compensation & Benefit, Human Resources, Strategic Financial..., Finance, Acquisitions

Education
Northern Illinois University
BS, Accounting, Finance

Marcus Giles Marcus Giles Greater Atlanta Area Details
Marcus Giles's Tatum LLC Experience November 2007 - September 2009
Job Senior Analyst, Marketing at Aaron's, Inc
Industry Staffing and Recruiting
Experience
Aaron's, Inc   September 2013 - Present
Young & Rubicam Group  October 2012 - April 2013
Cox Communications  September 2011 - March 2012
MDI Group  April 2011 - October 2011
Kelly Services  August 2010 - February 2011
Tatum, LLC  November 2007 - September 2009
Homrich, Klein & Associates   December 2006 - November 2007
Novelis  November 2005 - September 2006
Delta Air Lines  November 2000 - November 2005
Lithonia Lighting  May 1999 - November 2000

Skills
Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, US GAAP, MS Office Suite, Process Improvement, Hyperion, SAP, PeopleSoft, Oracle, Time Management, Able To Multi-task, Oral Communications, Building Relationships, Communication Written, Ad Hoc Reporting, problem, Six Sigma, Attention To Detail, Team Player, Analysis, Word, PowerPoint, Forecasting, Budgeting, Variance Analysis, Excel, Accounting, Financial Management, Capital Budgeting, Fixed Assets, Essbase, Planning, Corporate Finance, General Ledger, Accounts Payable, Internal Audit, Account Reconciliation, Strategic Financial..., Financial Forecasting, Cross-functional Team..., Financial Accounting, Microsoft Excel, Management, Hyperion Enterprise

Education
Kennesaw State University - Michael J. Coles College of Business   2014 — 2017
Master of Business Administration (M.B.A.), Finance, General

The University of Connecticut School of Business   1991 — 1996
Bachelor of Science, Finance

Blaine Petersen Blaine Petersen Greater Denver Area Details
Blaine Petersen's Tatum LLC Experience June 2009 - October 2010
Job Chief Financial Officer
Industry Hospital & Health Care
Experience
St. Alphonsus Health System   2010 - Present
Tatum LLC   June 2009 - October 2010
Catholic Health Initiatives  June 2000 - September 2008
Independent Consultant  June 1995 - June 2000
Holy Cross Hospital  1990 - 1994

Education
Westminster College   2002 — 2005
MBA, Management

Indiana University - Kelley School of Business   1978 — 1982
B.S., Accounting

Ariff Gulamani, CPA, CA Ariff Gulamani, CPA, CA Greater Seattle Area Details
Ariff Gulamani, CPA, CA's Tatum LLC Experience 2007 - 2008
Job Founder & President at Armani Distribution
Industry Retail
Experience
Armani Distribution   December 2011 - Present
Vovito Espresso Gelato Bar   July 2010 - Present
BigFoot Java  2003 - Present
Trimark X   2000 - Present
Cesari Direct  2008 - 2009
Tatum LLC   2007 - 2008
Hamilton & Spill   2003 - 2006
KPMG  1988 - 1993

Skills
Strategic Planning, Business Strategy, Budgeting, Team Building, Financial Analysis, Public Relations, Business Planning, Marketing Strategy, New Business Development, Customer Relations, Coaching, Business Management, Business Analysis, Negotiation, Financial Planning, Analysis, Public Speaking, Accounting, Sales Management, Financial Reporting, Strategic Financial..., Budgets, Real Estate, Start-ups, Small Business, Mergers & Acquisitions, Strategy, Customer Service, Entrepreneurship, Leadership, Management Consulting, Strategic Partnerships, Marketing, Business Development, Venture Capital, Finance

Education
AICPA   1997 — 2015
CPA

Canadian Institute of Chartered Accountants   1989 — 2015
CA, Finance, Taxation, Audit, Advisory

The University of British Columbia   1991 — 1995
BA, Political Science

Langara College   1980 — 1981
Business, Business

Wynne Vance Wynne Vance Greater Atlanta Area Details
Wynne Vance's Tatum LLC Experience 1999 - 2009
Job Consultant
Industry Executive Office
Experience
Kairos Solutions   2009 - Present
North Druid HIlls Properties, Ltd.   1999 - 2015
W. Paul Crum, Jr., PhD, CFP   2011 - 2013
McCracken Alliance, LLC   2010 - 2012
One2World Qalias JV, LLC   2010 - 2012
Tatum LLC   1999 - 2009

Skills
Executive Management, Writing, Copy Editing, Event Planning, Event Management, Examination Writer, C-Level Executive..., Salesforce.com..., C-Level Onboarding, Editing, Strategic Planning, Organization, Training, Social Media Marketing, Research, Consulting, Social Networking, Proofreading, Strategy, Public Speaking, Start-ups, Time Management, Leadership, Social Media, Management Consulting, Proposal Writing, Nonprofits, Marketing Strategy, Leadership Development, Recruiting, Business Development, Management, Organizational..., Public Relations, Fundraising, Team Building, Entrepreneurship, Administration, Team Leadership, Small Business

Education
Georgia State University

Christian International School of Theology

Cross Keys High School

James Larr James Larr Cleveland/Akron, Ohio Area Details
James Larr's Tatum LLC Experience September 2004 - November 2009
Job President & CEO at CLS Payment Systems LLC
Industry Accounting
Experience
CLS Payment Systems LLC   January 2011 - Present
CLS Payment Systems   2008 - 2010
Tatum LLC   September 2004 - November 2009

Skills
Acquisition Integration, Working Capital..., SEC filings, Financial Reporting, IPO, CPA, Sarbanes-Oxley Act, Internal Controls, Due Diligence, Managerial Finance, Public Companies, Financial Modeling, GAAP, Finance, Private Equity, Management, Financial Analysis, Mergers & Acquisitions, Analysis, Strategic Planning

Education
Weatherhead School of Management at Case Western Reserve University   1963 — 1966
MBA, Accounting

Ohio University
BS in Commerce, Accounting and Statistics

Elena Airaghi Elena Airaghi Dallas/Fort Worth Area Details
Elena Airaghi's Tatum LLC Experience April 2012 - August 2013
Job Experienced Senior Level Treasury Professional
Industry Financial Services
Experience
SoftLayer Technologies, Inc.   September 2013 - Present
Tatum LLC   April 2012 - August 2013
Affiliated Computer Services, Inc.   January 1996 - September 2010
Pitney Bowes Credit Corp.  September 1984 - September 1995

Skills
Cash Management, Debt Issuance &..., Hardware Leasing, Staff Development, Internal Controls, Letters of Credit, Cash Forecasting, Banking Relationships, Cash Flow Forecasting

Education
Illinois Wesleyan University   1979 — 1983
BBA, Business Admin, Finance, Economics

North Shore High

Irv Williamson Irv Williamson Madison, Wisconsin Area Details
Irv Williamson's Tatum LLC Experience April 2005 - January 2008
Job CFO Manufacturing & Services Industries
Industry Management Consulting
Experience
Growth Guidance Solutions LLC   January 2008 - Present
Network Engineering Technologies  September 2009 - April 2011
Network Engineering Technologies  June 2009 - September 2009
Tatum LLC   April 2005 - January 2008
TechAlt Inc.   March 2004 - February 2005
Recognition Source LLC   February 2003 - March 2004
Globe Building Materials, Inc.   April 1996 - December 2002
International Imaging Electronics   April 1988 - April 1996
Seatt Corporation   March 1984 - April 1988
Atlantic Richfield Corporation  March 1981 - March 1984

Skills
Building Relationships, Leadership, Entrepreneurship, Business Development, Management, ERP, Strategic Partnerships, Executive Management, Operations Management, Team Management, Project Planning, Human Resources, Mergers & Acquisitions, Strategic Planning, Risk Management, Program Management, Forecasting, Budgets, Finance, Strategy, Management Consulting, Cash Flow, Recruiting, Marketing, Consulting, Small Business, Team Building, Coaching, Contract Negotiation, Cross-functional Team..., Sales, Project Management, Managerial Finance, Financial Analysis, Corporate Finance, Due Diligence, Accounting, Business Planning, Private Equity, Venture Capital, Banking, Business Process..., Business Strategy, Start-ups, Business Analysis, Process Improvement

Education
Indiana University - Kelley School of Business   1972 — 1977
Bachelor of Science (BS)

Douglas Zeisel, MSF, CTP Douglas Zeisel, MSF, CTP Baltimore, Maryland Area Details
Douglas Zeisel, MSF, CTP's Tatum LLC Experience November 2004 - October 2008
Job Partner, Technology Commercialization Ventures, LLC
Industry Executive Office
Experience
Technology Commercialization Ventures   March 2013 - Present
Northeastern Maryland Tech Council   June 2009 - Present
Focused Financial Resources   May 2009 - 2014
Turnaround Management Association  1993 - 2009
Tatum LLC   November 2004 - October 2008
Recovery Resources, Inc.   February 2000 - November 2004
AmNic Industrial Coatings Corp   1998 - 2000
The Dingman Center for Entreprenuership   1992 - 1996

Skills
Restructuring, Strategic Planning, Business Planning, Financial Analysis, Financial Modeling, Crisis Management, Dashboards, Chapter 11, Situation Analysis, Debt, Equities, Entrepreneur, Mentoring, Turn Around Management, Entrepreneurship, Dashboard, Mergers, Turnaround Specialist, Executive Management, Venture Capital, Due Diligence, Mergers & Acquisitions, Start-ups, Strategy, Corporate Finance, Private Equity, Consulting, Management, Outsourcing, Corporate Development, Acquisition Integration, Funding, Banking, Business Valuation, Operations Management, Management Consulting, Project Finance, Managerial Finance, Cash Flow, Strategic Consulting, Financial Advisory, Strategic Partnerships, M&A experience, Financial Structuring, Acquisitions, Angel Investing, Valuation, Leveraged Finance, Board of Directors, Investor Relations

Education
Loyola University Maryland   1984 — 1986
MS, Finance

University of Maryland College Park
BS, Physics

Edward Cook Edward Cook Dallas/Fort Worth Area Details
Edward Cook's Tatum LLC Experience October 2006 - April 2009
Job Financial Reporting Manager at Azure Midstream
Industry Oil & Energy
Experience
Azure Midstream  October 2013 - Present
TGGT Midstream (TGGT Holdings LLC)   October 2011 - October 2013
EXCO Resources, Inc.   August 2011 - September 2011
TGGT Midstream (TGGT Holdings LLC)   September 2009 - July 2011
EXCO Resources, Inc.   April 2009 - August 2009
Tatum LLC   October 2006 - April 2009
N-Spens Asset Management   2004 - 2005
Covenant Christian Academy  2003 - 2004
Northwood Investments & Development, Inc.   2002 - 2003
Karts International, Inc.   2000 - 2001

Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Audit, Mergers & Acquisitions, Due Diligence, Forecasting, Financial Modeling, Financial Accounting, Process Improvement, Budgets, Variance Analysis, Business Process..., Risk Management, Accounts Payable, Energy, Finance, GAAP, Managerial Finance, US GAAP

Education
Louisiana Tech University   1983 — 1988
MPA, Master of Professional Accountancy

Louisiana Tech University   1983 — 1988
Bachelor of Science, Accounting

Donald Radle Donald Radle Cleveland/Akron, Ohio Area Details
Donald Radle's Tatum LLC Experience 2002 - 2005
Job Experienced CIO and Senior Project Manager
Industry Information Technology and Services
Experience
White Hat Management  January 2013 - March 2013
New York Community Bancorp, In.   August 2011 - January 2013
University Hospitals of Cleveland  February 2009 - November 2009
National City Bank  March 2008 - February 2009
Rent-Way, Inc.   2002 - 2005
Tatum LLC   2002 - 2005

Skills
Process Improvement, Team Building, Business Intelligence, Software Development, CRM, Strategic Planning, ERP, Databases, Integration, Management Consulting, Disaster Recovery, IT Strategy, Risk Management, Data Warehousing, Business Development, Start-ups, Enterprise Software, Leadership, Quality Assurance, Business Process..., Management, SQL, Vendor Management

Education
Weatherhead School of Management at Case Western Reserve University   1979 — 1982
MBA, Business, Business Strategy

Kent State University   1974 — 1977
BBA, Computer Science, Math

Tom Casbon, CGMA Tom Casbon, CGMA Dallas/Fort Worth Area Details
Tom Casbon, CGMA's Tatum LLC Experience 2007 - 2009
Job Manager, Business Advisory Services Department at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP  November 2014 - May 2015
Joseph Brooks & Associates   2013 - 2014
Shoebacca / Nafta Traders / Sport Sole   2012 - 2013
First Choice Emergency Room  2011 - 2012
Thomas Casbon Consulting   2009 - 2011
Tatum LLC   2007 - 2009
National Guardian Security Services, Inc.   2007 - 2008
Action Tapes, Inc. dba G7 Solutions and Designs Magazine   2003 - 2007
Current Technology, Inc. (Subsidiary of Danaher Corporation)   1989 - 2002
Other Positions  1975 - 1989

Skills
Financial Reporting, Business Planning, Finance, Mergers & Acquisitions, Forecasting, Start-ups, Mergers, Accounting, Management, Due Diligence, Planning Budgeting &..., Strategic Planning, Restatement / Revision..., Management Reporting, Restructuring, Change Management, Business Process..., Systems Implementation, Cost Accounting, Cost Control, Profitability Analysis, Asset Management, Risk Management, Manufacturing, Lean Manufacturing, Distribution, Healthcare, Job Costing, Microsoft Dynamics, Great Plains Software, Solomon Software, Internal Audit, Inventory Management, Purchasing Management, Import Export, Private Equity, Treasury Management, Human Resources..., QuickBooks Enterprise..., Project Consultant, CFO, Controller, Interim CFO, Interim Controller, GAAP, Budgets, Analysis, Auditing, Sarbanes-Oxley Act, Business Strategy

Education
University of Illinois at Urbana-Champaign - College of Business   1974 — 1975
MAS, Accounting

Purdue University - Krannert School of Management   1970 — 1974
BSIM, Industrial Management

Allyn Hebner Allyn Hebner Greater Seattle Area Details
Allyn Hebner's Tatum LLC Experience 2008 - 2011
Job Partner at Tatum LLC
Industry Financial Services
Experience
Solavei  2011 - 2014
Motricity  2008 - 2011
Tatum LLC   2008 - 2011
T-Mobile USA  2000 - 2007
Puget Sound Energy  1997 - 1998
Washington Energy Company   1991 - 1997
Allwaste Services, Inc   1987 - 1991
Zapata Corporation   1982 - 1987
Arthur Andersen & Co.   1977 - 1982

Education
Northwestern University
BA

Washington University in St. Louis - Olin Business School
MBA

Shanna Lee Shanna Lee Dallas/Fort Worth Area Details
Shanna Lee's Tatum LLC Experience 2005 - September 2009
Job Business Development | Technology Solutions at Southwest Search
Industry Management Consulting
Experience
CubeFit Yoga   September 2014 - Present
Southwest Search  June 2013 - Present
Helping Hands for The Family Place   2010 - Present
The CFO Suite, LLC  September 2010 - June 2013
Paranet Solutions, LLC   September 2009 - July 2010
Tatum LLC   2005 - September 2009
Bankmark  2003 - 2005
Allegiance Telecom  July 2002 - October 2003

Skills
Business Development, Marketing Strategy, Marketing, Start-ups, Public Relations, Strategic Planning, Marketing Communications, Management, Social Media, Recruiting, Executive Management, New Business Development, Strategy, Leadership, Event Planning, Mergers & Acquisitions, Lead Generation, Strategic Partnerships, Social Media Marketing, Budgets, Entrepreneurship, Team Building, Corporate Communications, Fundraising, Strategic Communications, Email Marketing, Business Strategy, CRM, Creative Direction, Market Planning, Marketing Management, Management Consulting, Advertising, Integrated Marketing, Brand Management, Online Marketing, Contract Negotiation, Client Relationship..., Market Research, Social Networking, Media Relations, Event Management, Business Planning, Direct Marketing, Product Marketing, Brand Development

Education
Louisiana Tech University
BA, Communications, Public Relations & Mass Media, minor: English, Psychology

Neal Restivo Neal Restivo Cleveland/Akron, Ohio Area Details
Neal Restivo's Tatum LLC Experience August 2004 - July 2009
Job Vice President and CFO at Oatey Company
Industry Building Materials
Experience
Oatey Company  March 2008 - Present
Tatum LLC   August 2004 - July 2009
Weatherchem Corporation  2001 - 2004
Corrpro Companies, Inc.   1995 - 2001
Waxman Industries  1989 - 1995
Arthur Andersen LLP  1982 - 1989

Skills
Restructuring, Finance and Accounting..., Financing Transactions, Mergers & Acquisitions, Treasury Management, Working Capital..., Information Systems, Tax and Regulatory..., Risk Management, Strategic Planning, Internal Controls, Profit Maximization, Investor Relations, IPO, Board of Directors, Audit Committee

Education
Miami University   1978 — 1982
BS Bus, Accounting

Richard Holly, CPA, CFA Richard Holly, CPA, CFA Washington D.C. Metro Area Details
Richard Holly, CPA, CFA's Tatum LLC Experience January 2008 - February 2010
Job Deputy Executive Director for Finance and Operations and CFO at NAEYC
Industry Nonprofit Organization Management
Experience
NAEYC  July 2014 - Present
NAEYC  October 2011 - June 2014
Executive Management Associates   March 2010 - March 2011
Tatum LLC   January 2008 - February 2010
Pennsylvania Avenue Funds   December 2002 - July 2009
Mary's Center for Maternal and Child Care  2008 - 2009
Lone Wolf Enterprises, LLC   2006 - 2008
Lafarge North America  April 2003 - July 2007
Robert Half Finance & Accounting  September 2002 - March 2003
Engelhard-Clal   June 1998 - March 2002

Skills
Strategic Planning, Mergers, Financial Analysis, Accounting, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Budgets, Financial Modeling, Forecasting, Managerial Finance, Internal Controls, Management Consulting, Process Improvement, Sarbanes-Oxley, Strategic Financial..., Investments, Auditing, Policy, Mergers & Acquisitions, Finance, Internal Audit, Executive Management, CPA, Hyperion Enterprise, SEC filings, ERP, Management, Revenue Recognition, Analysis, Leadership, Business Process..., Acquisition Integration, Change Management, Risk Management, Cost Accounting, US GAAP, Restructuring, Cash Management, Corporate Finance, GAAP

Education
University of South Carolina   1989 — 1991
IMBA, International Business

Oklahoma State University   1984 — 1988
B.S., International Public Affairs

Dhahran Junior High   1978 — 1981

CPA School of Washington

St. Stephen's School

Webb School

Lan Anh Luu Lan Anh Luu Greater Atlanta Area Details
Lan Anh Luu's Tatum LLC Experience January 2007 - April 2010
Job Marketing Manager at Barkawi Management Consultants
Industry Marketing and Advertising
Experience
Barkawi Management Consultants  January 2015 - Present
Aptean  May 2014 - January 2015
Sage  December 2013 - April 2014
iPartners  April 2013 - December 2013
Corus360  April 2011 - April 2013
Corus360  May 2010 - April 2011
Tatum LLC   January 2007 - April 2010
The Weather Channel  May 2006 - December 2006

Skills
Cloud Computing, Salesforce.com, SaaS, Lead Generation, Solution Selling, Account Management, Marketing Strategy, Sales Management, Enterprise Software, Professional Services, CRM, Sales Process, Direct Sales, Channel Partners, Partner Management, Business Intelligence, Product Marketing, Marketing, Cold Calling, Strategy, Adobe Creative Suite

Education
Georgia State University - J. Mack Robinson College of Business   2010 — 2012
MBA, Marketing/Marketing Management, General

Georgia State University   2004 — 2007
BA, Marketing, Finance

Kimmo Sjoroos Kimmo Sjoroos Orange County, California Area Details
Kimmo Sjoroos's Tatum LLC Experience July 2007 - June 2011
Job CFO
Industry Aviation & Aerospace
Experience
Wamco, Inc. / Cevians LLC   June 2011 - February 2015
Tatum LLC   July 2007 - June 2011
CIRCOR International, Inc.   July 2003 - July 2007
Sanitec   July 2000 - July 2003
Sanitec (Evac Division)   July 1991 - July 2000

Skills
Mergers, Strategic Planning, Finance, Engineering, Business Strategy, Start-ups, Restructuring, Mergers & Acquisitions, Financial Modeling, Private Equity, Pricing, Management, Managerial Finance, Process Improvement, Cross-functional Team..., Strategy, Corporate Finance, Business Planning, Executive Management, Budgets

Education
Northwestern University - Kellogg School of Management   1998 — 2000
Master of Business Administration (M.B.A.)

Turku School of Economics and Business Administration
Master's Degree

Geoffrey Holczer Geoffrey Holczer Greater Boston Area Details
Geoffrey Holczer's Tatum LLC Experience August 2006 - March 2012
Job CFO at MicroGroup retired
Industry Executive Office
Experience
MicroGroup  2012 - 2014
Tatum LLC   August 2006 - March 2012
clickR, LLC   April 2010 - 2011
First New England Mortgage Corp   September 2005 - July 2006
Mortts Shoes   May 2002 - June 2005
NationsRent/Logan Equipment   1997 - 2000
Designs, Inc  September 1988 - December 1994
The Stop & Shop Cos., Inc   December 1981 - June 1988
The Boston Company/Boston Safe Deposit & Trust   September 1977 - December 1981
Price Waterhouse & Co  July 1973 - July 1976

Skills
SEC reporting, IPO, Private Placements, Consumer Products, Retail Management, Merger & Acquisition..., Restructuring, Mergers, SEC filings, Acquisition Integration, Mergers & Acquisitions, Due Diligence, Start-ups, Managerial Finance, Finance, Private Equity, Accounting, Business Strategy, Internal Controls, Executive Management, Sarbanes-Oxley Act, Store Management, Strategic Financial..., Financial Planning

Education
Harvard Business School   1971 — 1973
MBA, Accounting, Finance and Control

University of Michigan   1967 — 1971
BSE (IE), Industrial Engineeering

Southside High School   1964 — 1967
HS

Karl Hardesty, CPA, FHFMA Karl Hardesty, CPA, FHFMA Irvine, California Details
Karl Hardesty, CPA, FHFMA's Tatum LLC Experience February 2008 - September 2010
Job CEO Hardesty LLC , Executive Search & Interim CFO & Controller firm serving private equty & the middle market
Industry Staffing and Recruiting
Experience
Hardesty, LLC  May 2011 - Present
Tatum, LLC  February 2008 - September 2010
Tatum LLC   May 1999 - February 2008
First Physician Care, Inc.   January 1994 - May 1998
Pacific Physician Services, Inc.   January 1992 - January 1994
Ernst & Young  January 1984 - January 1992

Skills
Managerial Finance, Corporate Finance, Finance, Mergers, Financial Reporting, Healthcare, Auditing, Professional Services, CPA, Business Planning, Business Development

Education
Northwestern University - Kellogg School of Management   1992 — 1992
Executive Management Progam, Marketing

Pittsburg State University   1975 — 1979
Bachelor of Science, Accounting

Robert Herlin Robert Herlin Houston, Texas Area Details
Robert Herlin's Tatum LLC Experience 2003 - 2006
Job Board of Directors Member at Enservco Corporation
Industry Oil & Energy
Experience
Evolution Petroleum Corporation   Board of Directors MemberEnservco CorporationJanuary 2015 - Present
RHerco   1992 - 2014
Boots & Coots International Well Control  2003 - 2010
Tatum LLC   2003 - 2006
Kelley Oil & Gas   1997 - 1997
Enron Gas Liquids   1994 - 1997
Columbia Gas Development   1987 - 1992

Education
Harvard Business School   1980 — 1982
MBA

Rice University   1977 — 1978
ME, Chemical Engineering

Rice University   1973 — 1977
BS, Chemical Engineering

Ron LeGault Ron LeGault Greater New York City Area Details
Ron LeGault's Tatum LLC Experience June 2005 - November 2008
Job Pres., Interim Financial Management Corp.
Industry Real Estate
Experience
Interim Financial Management Corp.   December 2008 - Present
Tatum LLC   June 2005 - November 2008
G Companies (Client engagement as Tatum ptnr)   September 2006 - June 2008
Empire Companies (Client engagement as Tatum ptnr)   December 2005 - May 2006
Taquerias Aranda (Client engagement as Tatum ptnr)   September 2005 - January 2006
American Asphalt and Grading (Client engagement as Tatum ptnr)   September 2005 - December 2005
Turner Construction  August 2003 - May 2005
The Gale Company  April 2000 - July 2003
Evans International   July 1990 - March 2000
Rush & Tomkins   May 1983 - June 1990

Education
Northeastern University
MS Accounting, Accounting

Salem State University
BS Ed, Education

Bob DeGarmo Bob DeGarmo Greenville, South Carolina Area Details
Bob DeGarmo's Tatum LLC Experience March 1998 - January 2006
Job Managing Partner, Entrepreneurial Resources, LLC dba erExecutives
Industry Management Consulting
Experience
Entrepreneurial Resources, LLC   January 2007 - Present
Tatum LLC   March 1998 - January 2006
Tatum LLC   1998 - 2005
Suitt Construction Company  September 1996 - September 1998
Flagstar  January 1995 - July 1996
Fluor Daniel  April 1975 - September 1987

Skills
Private Equity, Mergers, Growth Management, Family Business, Business Strategy, Entrepreneur, Restructuring, Venture Capital, Strategic Planning, Due Diligence, Start-ups, Corporate Finance, Divestitures, Management Consulting, Acquisition Integration, Business Planning, Financial Analysis, Executive Management, Financial Modeling, Corporate Governance, Financial Reporting, Leadership Development, Entrepreneurship, Mentoring, Executive Coaching, Strategy Development, Financial Management, Turn Around Management, Mergers & Acquisitions, Strategy, Forecasting, Finance, Corporate Development

Education
University of Pittsburgh   1980 — 1980
MPE

University of Maryland College Park   1972 — 1973
MBA, Finance

Indiana University Bloomington   1965 — 1968
BS, Business Administration

Rensselaer Polytechnic Institute   1963 — 1966
Engineering

St James School

Craig Hooson CPA BS MS MBA Craig Hooson CPA BS MS MBA Atlanta, Georgia Details
Craig Hooson CPA BS MS MBA's Tatum LLC Experience August 2012 - Present
Job Group CFO / Corp Controller / VP Finance / FP&A "Team Change Leader & Motivator" Finance Accounting Ops PE Carve Outs
Industry Biotechnology
Experience
Tatum LLC   August 2012 - Present
Chemtura (NYSE CHMT)   January 2010 - March 2012
XO Communications  November 2007 - December 2009
Emergent BioSolutions (NYSE: EBS)   May 2006 - October 2007
Sera Care Sciences - manufacturing & distribution   June 2005 - April 2006
AstraZeneca - Medimmune Biotech   March 2001 - May 2005
Teleflex Inc.  January 1998 - March 2001

Skills
CFOs, Controller, M&A experience, Start-ups, Restructures, IPO, Multi-site, Financial Reporting, Financial Controlling, SEC reporting, GAAP, Cost Accounting, SOX, IFRS, Process Improvement, International Accounting, Cash Management, Mergers, SAP, ERP, Entrepreneurial Skills, Building Strong Teams, Carve-outs, Sarbanes-Oxley Act, SEC Financial Reporting, SEC filings, Mergers & Acquisitions, Strategy, Manufacturing, Management, Human Resources, Executive Management, Internal Audit, Leadership, US GAAP, Forecasting, Auditing, Strategic Financial..., Accounting, Variance Analysis, Cash Flow, Sarbanes-Oxley, Revenue Recognition, Budgets, Financial Planning, Finance, SEC Filings, Entrepreneurship

Education
CPA - California of Public Accountants

The Johns Hopkins University - Carey Business School
Masters, Finance

Pepperdine University, The George L. Graziadio School of Business and Management
Masters, MBA

Southampton Solent University
BS, Engineering

Wilfred Martiens Wilfred Martiens Mansfield, Texas Details
Wilfred Martiens's Tatum LLC Experience September 2005 - October 2006
Job Operations (CEO, COO, GM) /Finance/Accounting (CFO, VP Finance,Controller) & Turnaround Business Consultant
Industry Publishing
Experience
Robert Mfg. Co   October 2006 - December 2007
Tatum LLC   September 2005 - October 2006
Primedia, Inc  August 1998 - April 2004
Ranch Foods, Inc.Ranch Foods, Inc   March 1995 - October 1997
Santa Margarita Water District  June 1989 - August 1994
Haute Couture, Inc   August 1986 - February 1989
Viratek, Inc.   April 1982 - June 1986
G D Searle & Co  April 1977 - March 1982

Skills
Customer Retention, Records Management, SEC filings, Strategic Planning, Acquisition Integration, P&L Management, Budgets, Executive Management, Turn Around Management, Financial Analysis, Mergers, Forecasting, Managerial Finance, Start-ups, Financial Reporting, Strategic Partnerships, Project Management, Team Building, Financial Modeling, Finance, Accounting, New Business Development, Business Development, Business Planning, Process Improvement, Competitive Analysis, Sarbanes-Oxley Act, Income Statement, Business Strategy, Due Diligence, Internal Controls, Analysis, Cash Flow, Auditing, Accounts Payable, Internal Audit, Leadership, US GAAP, Project Planning, Account Reconciliation, Consolidation, Inventory Management, Payroll, Strategic Financial..., Variance Analysis, Mergers & Acquisitions, Business Process..., Management, Strategy, Cash Flow Forecasting

Education
IMD Business School   1979 — 1980
Advanced studies, Marketing

University of Havana
M.S, Business Science

University of Havana
B.S, Business Administration

Mike Bagley Mike Bagley Charlotte, North Carolina Details
Mike Bagley's Tatum LLC Experience January 1998 - October 2008
Job Executive Vice President & Chief Financial Officer
Industry Hospital & Health Care
Experience
Covenant Dove, LLC  October 2008 - September 2015
Tatum, LLC  January 1998 - October 2008

Skills
Team Building, Healthcare, Strategic Planning, Healthcare Management, Leadership, Medicare, Process Improvement, Budgets, Management, Hospitals, Mergers & Acquisitions

Education
Lipscomb University   1974 — 1978
Bachelor of Science (BS), Accounting

April McCorkle,MSHRM,PHR,SHRM-CP April McCorkle,MSHRM,PHR,SHRM-CP Greater Atlanta Area Details
April McCorkle,MSHRM,PHR,SHRM-CP's Tatum LLC Experience January 2008 - April 2009
Job Corporate Recruiter at InterContinental Hotels Group (IHG®) Making IHG the #1 Employer of Choice!
Industry Staffing and Recruiting
Experience
InterContinental Hotels Group (IHG®)   May 2015 - Present
City of Atlanta Hartsfield-Jackson International Airport   July 2013 - May 2015
Johnson Service Group, Inc  May 2010 - July 2013
Tatum LLC   January 2008 - April 2009
Computer Generated Solutions  April 2007 - December 2007
Allied Barton Security  February 2006 - April 2007
Aerotek  January 2004 - February 2006

Skills
Full-cycle Recruiting, Cold Calling, Resume Writing, Consultative Selling, Career Services, SDLC, Strategy, Career Counseling, Interviews, Workforce Planning, Performance Management, Background Checks, Applicant Tracking..., Internet Recruiting, Selling, Training, Employee Relations, Onboarding, Talent Acquisition, Networking, Sourcing, Human Resources, Management, Recruiting, Personnel Management, Job Fairs

Education
Troy University   2000 — 2002
MS, Human Resource Management

North Carolina Agricultural and Technical State University   1996 — 2000
BA, Sociology

Dave Susalla Dave Susalla Greater Chicago Area Details
Dave Susalla's Tatum LLC Experience 2007 - January 2010
Job Principal at Tatum, a Randstad company
Industry Financial Services
Experience
Tatum  March 2014 - Present
Chicago Children's Museum  January 2010 - February 2014
Dominican University  2007 - August 2011
Chicago Children's Museum  October 2009 - January 2010
Tatum LLC   2007 - January 2010
Altran Control Solutions  2004 - 2007
ProActive, Inc.   2002 - 2004
Hu-Friedy Mfg. Co., Inc.   1981 - 2001

Skills
Risk Management, Due Diligence, Internal Controls, Training, Sarbanes-Oxley Act, Process Improvement, Analysis, Internal Audit, Financial Analysis, Financial Reporting, Auditing, Mergers, Mergers & Acquisitions, Management, Business Planning, Accounting, Finance, Leadership, Strategic Planning, Cash Flow, Business Process, Cost Accounting, ERP

Education
Kellogg Graduate School of Management
Master of Business Administration (MBA)

University of Michigan
Bachelor of Business Administration (BBA)

Glen Passin Glen Passin Washington D.C. Metro Area Details
Glen Passin's Tatum LLC Experience October 2001 - October 2009
Job Partner at Tatum, a Randstad company
Industry Management Consulting
Experience
Tatum, a Randstad company  March 2015 - Present
Total Resource Management  October 2009 - March 2015
Tatum LLC   October 2001 - October 2009
Government Micro Resources   1996 - 2001
Capitol Resource Funding   1995 - 1996
The Future Group International   1994 - 1995

Skills
Mergers, Acquisition Integration, Start-ups, Venture Capital, Managerial Finance, Sarbanes-Oxley Act, Auditing, Financial Reporting, Finance, Strategy, Corporate Finance, Strategic Financial..., Mergers & Acquisitions, Due Diligence, Risk Management, Budgets, Financial Analysis, Executive Management, Accounting, Financial Modeling, Restructuring, Private Equity, Management Consulting, Business Process..., SEC filings, Valuation, Cash Management, IPO, M&A experience, Business Strategy, Corporate Development, Internal Controls, Working Capital..., Turn Around Management, Treasury Management, Business Valuation, Financial Planning

Education
The University of Connecticut School of Business   1973 — 1975
MBA, Finance

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1969 — 1970
Business Administration and Management, General

Georgetown University   1965 — 1969
B.A., Economics

Georgia State University
Masters of Accountancy Program

Sandra Waechter Sandra Waechter San Francisco Bay Area Details
Sandra Waechter's Tatum LLC Experience 2007 - 2011
Job CFO Consultant
Industry Management Consulting
Experience
Waechter LLC   January 2012 - Present
Tatum LLC   2007 - 2011
DPR Construction, Inc  1999 - 2006
Applied Materials  1995 - 1999
Raychem  1990 - 1995
Ernst & Young  1985 - 1987

Skills
Due Diligence, Finance, IPO, Venture Capital, Acquisition Integration, Accounting, Management Consulting, Financial Analysis, Private Equity, Project Management, Restructuring, CFOs, Mergers & Acquisitions, Leadership, Management

Education
Harvard Business School
MBA

University of Toronto
BComm

Eric Robbins Eric Robbins Dallas/Fort Worth Area Details
Eric Robbins's Tatum LLC Experience June 2006 - January 2008
Job Architect at RealPage, Inc.
Industry Computer Software
Experience
RealPage, Inc.   November 2013 - Present
All American Royalties, Inc.   May 2013 - October 2013
Entercoms  March 2008 - October 2012
Tatum, LLC  June 2006 - January 2008
imc2, LP   2004 - 2006
Kilpatrick Equipment Company   2002 - 2003
i2 Technologies, Inc.   1997 - 2002
Think Systems Corporation   1996 - 1997
Integrated Computer Management  1994 - 1996

Skills
Technology Leadership, Program Management, Enterprise Software, Mergers, Business Alignment, Professional Services, IT Transformation, Vendor Management, Business Intelligence, Application Architecture, Mergers & Acquisitions, Solution Architecture, Business Process..., Business Development, IT Strategy, SaaS, Software Development

Education
Seton Hall University   1993 — 1996
Criminal Justice

University of North Georgia   1993 — 1993
Criminal Justice

Raritan Valley Community College   1991 — 1993
General Education

Don Schaffer Don Schaffer Greater Chicago Area Details
Don Schaffer's Tatum LLC Experience November 2007 - August 2008
Job Controller at TTX Company
Industry Financial Services
Experience
TTX Company  August 2008 - Present
Tatum LLC   November 2007 - August 2008
LeasePlan USA  July 2001 - August 2006
GATX Rail  September 1991 - October 2000
GATX Terminals  May 1991 - August 1991
GATX Corporation  1989 - 1991

Skills
Mergers, Risk Management, Strategy, SAP Implementation, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Accounting, SEC filings, Audit Committee, Project Management, Mergers & Acquisitions, Budgets, Finance, Corporate Finance, Leadership, Management, Cash Flow, Executive Management, Managerial Finance, Treasury Management, Cash Management, Forecasting, Internal Controls, Variance Analysis, GAAP, US GAAP, Due Diligence, Auditing, Internal Audit

Education
Northwestern University - Kellogg School of Management   1983 — 1988
Masters in Management, Finance

Illinois State University   1974 — 1978
BS, Accounting

Ted Drass Ted Drass Greater Salt Lake City Area Details
Ted Drass's Tatum LLC Experience November 2008 - June 2011
Job CFO at Athletic Republic
Industry Executive Office
Experience
Athletic Republic  April 2014 - Present
CLEARLINK  July 2012 - February 2014
Vibato, LLC   June 2011 - March 2012
Tatum LLC   November 2008 - June 2011
Tax Projects Group  2005 - November 2008
Avnet Electronics  1992 - 2005
Kenneth Leventhal & Company  1992 - 1993
Grant Thornton  1987 - 1992

Skills
Strategic Planning, US GAAP reporting, Financial Analysis, Development Of Employees, Sarbanes-Oxley, Manage Complex Projects, Managing Complex Sales, International Project..., Customer Acquisition, Financial Risk..., Treasury, Capital Formation, Public Sector, Business Development, CPA, Strategic Financial..., Finance, Leadership, Entrepreneurship, Management, Cross-functional Team..., Budgets, Business Process..., Executive Management, Sales, Mergers, Operations Management, Start-ups, Mergers & Acquisitions

Education
Indiana University of Pennsylvania   1984 — 1987
BS

Lee Jordan Lee Jordan Raleigh-Durham, North Carolina Area Details
Lee Jordan's Tatum LLC Experience April 2006 - January 2008
Job SAP EPM (formerly BPC) Independent Consultant
Industry Information Technology and Services
Experience
US Insurance Company   September 2014 - April 2015
US Pharmaceutical   March 2013 - March 2014
HCL AXON  January 2012 - October 2012
Column5 Consulting  February 2007 - December 2011
Tatum, LLC  April 2006 - January 2008
El Paso, Inc   July 2005 - February 2006
Harte-Hanks CRM   July 2004 - July 2005
Harte-Hanks CRM   May 2000 - May 2001
Thompson Tax and Accounting   September 1998 - May 2000
Tompson   1998 - 2000

Skills
Business Process..., Project Management, Process Improvement, Business Intelligence, Business Process, Integration, Management, Consulting, Software Documentation

Education
Warren Wilson College   1992 — 1995
BA, Mathematics

North Carolina State University   1990 — 1991
Philosophy

Jeff Relkin Jeff Relkin Washington D.C. Metro Area Details
Jeff Relkin's Tatum LLC Experience July 2007 - November 2008
Job Technology/Business Executive
Industry Government Administration
Experience
Retired  October 2012 - Present
Department of Veterans Affairs  January 2011 - October 2012
Bernard, Paul and Associates   November 2010 - October 2012
Quadel Consulting Corporation  November 2008 - July 2010
SDI  August 2008 - November 2008
Tatum LLC   July 2007 - November 2008
Verispan  February 2008 - August 2008
Millennium Challenge Corporation  October 2004 - June 2007
MBIA Insurance Corporation  February 2000 - July 2004
Pearson Education  June 1997 - December 1999

Skills
SDLC, Budgets, Business Intelligence, Enterprise Architecture, Business Analysis, Strategy, Databases, Integration, Program Management, Finance, Strategic Planning, Leadership, Change Management, Start-ups, Software Development, Management Consulting, Risk Management, PMO, Consulting, Business Process..., Project Management, Information Technology, Governance, Telecommunications, Process Improvement, IT Strategy, Management, Data Warehousing, CRM, Analysis, Vendor Management, Project Portfolio..., Cross-functional Team..., PMP, Business Process, IT Management

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, International Business

Pratt Institute   1971 — 1975
BS, Computer Science

Vicki Farris Vicki Farris Dallas/Fort Worth Area Details
Vicki Farris's Tatum LLC Experience 2005 - Present
Job Senior Vice President Finance at ECi Software Solutions
Industry Accounting
Experience
ECi Software Solutions  October 2014 - Present
Tatum LLC   2005 - Present
Homeland HealthCare Inc.  February 2010 - October 2014
Aastra Intecom  2000 - 2005

Skills
IPO, SEC filings, Mergers, Internal Controls, Job Costing, Acquisition Integration, Mergers & Acquisitions, GAAP, Sarbanes-Oxley Act, Process Improvement

Education
Kansas State University   1977 — 1979
BS, Accounting

The University of Kansas   1975 — 1977
Accounting

Jacqueline Pagan Jacqueline Pagan Dallas/Fort Worth Area Details
Jacqueline Pagan's Tatum LLC Experience April 2007 - April 2009
Job Pricing Analyst at L3 Integrated Systems Group
Industry Financial Services
Experience
L-3 Integrated Systems Group  August 2013 - Present
TEKsystems  April 2013 - August 2013
Reddy Ice  May 2012 - March 2013
BancTec  July 2010 - April 2012
Tatum LLC   April 2007 - April 2009
BearingPoint  March 2004 - March 2007
Sabre Holdings  April 1989 - April 2001

Skills
SOX, Process Improvement, Internal Audit, Business Analysis, Financial Reporting, SAP, Business Process..., Accounting, Internal Controls, Sarbanes-Oxley, Risk Management, PeopleSoft, Change Management, Auditing, Visio, Financial Analysis, IT Audit, Archer, Managerial Finance, Governance, ERP, Fixed Assets, General Ledger, Income Statement, Sarbanes-Oxley Act, Access, SEC filings, SharePoint, Business Process, Team Leadership, Security, Enterprise Risk..., Forecasting, Consolidation, SOX 404, Hyperion Enterprise, Variance Analysis, Finance, Analysis, GAAP

Education
Keller Graduate School of Management of DeVry University   2004 — 2006
Master of Science, Information Systems Management

DeVry University   2001 — 2004
Bachelor of Science, Computer Information Systems

Susanna Tisa Susanna Tisa Washington D.C. Metro Area Details
Susanna Tisa's Tatum LLC Experience 2007 - 2008
Job Chief Business Officer at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors  2008 - Present
FINCA International  2008 - 2009
Tatum LLC   2007 - 2008
Freddie Mac  2005 - 2007
Development Gateway Foundation  2003 - 2005
Capital One Financial Corporation  1996 - 2003
First Interstate Bancorp  1991 - 1996
Kaplan Smith & Associates   1985 - 1991
United Mercantile Bank & Trust   1983 - 1985

Skills
Cash Management, Finance, Managerial Finance, Leadership, Management, Internal Audit, Banking, Risk Management, Portfolio Management, Credit, Financial Analysis, Financial Modeling, Credit Risk

Education
CFA Institute   1989 — 1991
CFA, Chartered Financial Analyst

University of Toronto   1982 — 1983
MBA, Finance

McGill University   1979 — 1982
Bachelor's Degree, Commerce

John Hanssler John Hanssler Greater Denver Area Details
John Hanssler's Tatum LLC Experience September 2007 - July 2009
Job Operating Partner at Praxis Partners, LLC
Industry Venture Capital & Private Equity
Experience
Praxis Partners LLC   July 2009 - Present
Praxis Partners, LLC   July 2009 - Present
Open Scan Technologies, Inc.   January 2014 - July 2014
E-Z Pack Manufacturing  April 2012 - February 2013
Cirrus Aircraft Company  2010 - 2011
Tatum, LLC  September 2007 - July 2009
Tatum LLC   September 2007 - July 2009
Madison Capital Management  2006 - 2007
Peliton, LLC   2004 - 2006
KBToys.com, LLC   2000 - 2004

Skills
Private Equity, Investments, Finance, Portfolio Management, Mergers, Due Diligence, Financial Modeling, Start-ups, Management Consulting, Venture Capital, Financial Analysis, Executive Management, Acquisition Integration, Business Strategy, Corporate Finance, Accounting, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Restructuring, Corporate Development, Managerial Finance, Analysis, Business Valuation, Valuation, Management, Financial Planning, Process Improvement, Strategy, Leadership, SaaS, Consulting

Education
Pace University-Pleasantville/Briarcliff Campus   1982 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance

Dottie Kane Dottie Kane Coatesville, Pennsylvania Details
Dottie Kane's Tatum LLC Experience December 2005 - April 2007
Job Business Process Manager, IT
Industry Financial Services
Experience
Meridian Bank PA  October 2007 - Present
Tatum, LLC  December 2005 - April 2007
The Graham Group (Graham and Striker Partners)   August 1997 - December 2005
Lentz, Cantor, Kilgore & Massey, Ltd.   February 1997 - August 1997
SysTech Design Inc.   May 1995 - February 1997
The Vanguard Group  December 1992 - May 1995

Skills
Microsoft Excel, Microsoft Office, Customer Service, Outlook, PowerPoint, Microsoft Word, Administrative..., Event Planning, Project Management, Management, Budgets, Office Management, Banking, Access, Lotus Notes, Marketing, Visio, Strategic Planning, Social Media, Event Management, Risk Management

Education
Kenyon College   1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General

Villanova University
Coursework in Statistics

Richard Fritsche Richard Fritsche Austin, Texas Area Details
Richard Fritsche's Tatum LLC Experience June 1999 - February 2013
Job Director of Financial Planning and Reporting at Lutheran Social Services of the South
Industry Financial Services
Experience
Lutheran Social Services of the South  June 2013 - Present
Tatum LLC   June 1999 - February 2013

Skills
Mergers, Due Diligence, Management Consulting, Restructuring, Financial Modeling, Financial Analysis, Executive Management, Financial Reporting, Private Equity, Divestitures, Business Planning, Mergers & Acquisitions, Acquisition Integration

Education
Oklahoma State University   1963 — 1967

Connie Jo Coker Connie Jo Coker Dallas/Fort Worth Area Details
Connie Jo Coker's Tatum LLC Experience 2006 - 2007
Job President at Raving Fan Technologies dba Silverthorne Communications
Industry Government Administration
Experience
Raving Fan Technologies dba Silverthorne Communications   January 2010 - Present
C & S SunRises, Inc   March 2008 - July 2010
City of Arlington  2007 - 2008
Tatum, LLC  2006 - 2007
VOYAGER EXPANDED LEARNING, INC   2004 - 2005
City of Grand Prairie  1992 - 2003

Skills
Strategy, Data Center, Business Intelligence, Leadership, Disaster Recovery, Business Process..., Strategic Partnerships, Management, Project Planning, Business Strategy, Telecommunications, Program Management, Project Management, Budgets, Process Improvement, Negotiation, Software Documentation, Team Building, Strategic Planning, Vendor Management, IT Strategy, Entrepreneurship, Integration, CRM, Information Technology, Outsourcing

Education
Ohio Wesleyan University   1974 — 1978
BA, Math and Accounting

Pat Earley Pat Earley Greater Chicago Area Details
Pat Earley's Tatum LLC Experience November 2007 - June 2011
Job CFO at North American Central School Bus
Industry Executive Office
Experience
North American Central School Bus   June 2011 - Present
Tatum LLC   November 2007 - June 2011
Engineered Glass Products  2005 - 2007
Grapic Converting   2004 - 2004
The Management Network Group  2002 - 2004
Aftermarket Technologies   2001 - 2002
Ameritech  1997 - 2000
Ameritech  1995 - 1997
Galileo International  1990 - 1995
G D Searle  1984 - 1990

Skills
SEC filings, Mergers, Start-ups, Acquisition Integration, Strategy, Management, Leadership, Internal Controls, Mergers & Acquisitions, Finance, Integration, Restructuring, Managerial Finance, Investor Relations, Auditing, IPO, Team Management, Sarbanes-Oxley Act, Business Strategy, Financial Analysis, Strategic Planning

Education
Northwestern University - Kellogg School of Management   1992 — 1994

Lewis University   1976 — 1978
BA

Joliet Junior College   1974 — 1976
Associates

Chris Luscombe Chris Luscombe Austin, Texas Area Details
Chris Luscombe's Tatum LLC Experience April 2007 - August 2008
Job Director of Accounting Operations
Industry Financial Services
Experience
NetSpend  April 2014 - Present
NetSpend  April 2013 - April 2014
NetSpend  August 2008 - April 2013
Tatum LLC   April 2007 - August 2008
KPMG  September 2004 - April 2007

Skills
Accounting, General Ledger, SEC filings, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Management, Process Improvement, US GAAP

Education
Michigan State University   1999 — 2004
Bachelor and Masters, Accounting

Charles Dunlap Charles Dunlap Greater Atlanta Area Details
Charles Dunlap's Tatum LLC Experience August 2007 - September 2014
Job Managing Director at Warbird Consulting Partners, LLC
Industry Financial Services
Experience
Warbird Consulting Partners, LLC  September 2014 - Present
Tatum LLC   August 2007 - September 2014
City Centre Properties   2004 - 2007
Hettich America LP  1997 - 2004
2 Major regional Advertising and Marketing Agencies   1987 - 1997
WMD CPA   1993 - 1995
6 years with Ernst and Young   1979 - 1985

Skills
Mergers & Acquisitions, Finance, Management, Auditing, Analysis, Real Estate, SAP, Real Estate Development, Banking, Supply Chain, Manufacturing, Sourcing, Marketing Communications, Retail, Joint Ventures

Education
University of Tennessee-Knoxville - College of Business Administration   1975 — 1979
Bachelor of Science (BS), Accounting and Finance

Yolanda Leaks Yolanda Leaks Greater Atlanta Area Details
Yolanda Leaks's Tatum LLC Experience 2006 - 2007
Job Owner, Mobile Accounting Solutions
Industry Accounting
Experience
Mobile Accounting Solutions & Financial Services, LLC   August 2003 - Present
Tatum LLC   2006 - 2007

Skills
General Ledger, Tax Preparation, Payroll, Small Business, Account Reconciliation, Accounting, Budgets, Bookkeeping, Corporate Tax, Fixed Assets, GAAP, Management, QuickBooks

Education
University of Phoenix   2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General

Georgia Southern University - College of Business Administration   1993 — 1997

Erin Bodenhamer Erin Bodenhamer Greater Atlanta Area Details
Erin Bodenhamer's Tatum LLC Experience May 2002 - July 2010
Job Senior Accountant at Facet Technologies LLC
Industry Financial Services
Experience
Facet Technologies LLC  March 2011 - Present
Tatum LLC   May 2002 - July 2010
ACSYS, INC  December 2001 - January 2002
Houston's Restaurants, Inc   June 1995 - December 2001
The Lucas Group  October 1992 - June 1995

Skills
Payroll, Auditing, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Budgets, Variance Analysis, Mergers & Acquisitions, Journal Entries, Sales, Accountants, Strategic Planning

Education
Park University   1992 — 1993
BS, Accounting/Management

Troy University   1988 — 1991
Accounting

Stephen Barnish Stephen Barnish Dallas/Fort Worth Area Details
Stephen Barnish's Tatum LLC Experience October 2007 - June 2008
Job CFO at Coal City Cob Company, Inc.
Industry Chemicals
Experience
Coal City Cob Company, Inc.   January 2015 - Present
Magnablend, Inc  December 2011 - January 2015
Confidential Construction Company   2009 - 2011
Vinmar International, Ltd  June 2008 - July 2009
Tatum LLC   October 2007 - June 2008
Chemical Lime Company  May 2001 - July 2007
Duferco US   July 1989 - January 2001
Hess Corporation  June 1979 - June 1989

Skills
Hedging, Mergers, Procurement, Treasury, Forecasting, Finance, Managerial Finance, Manufacturing, Management, Budgets, Accounting, Leadership, Sales, Banking, Acquisition Integration, Financial Modeling

Education
Fairleigh Dickinson University   1982 — 1985
MBA, Finance

Montclair State University   1975 — 1979
BS, Accounting

Art Graf Art Graf Phoenix, Arizona Area Details
Art Graf's Tatum LLC Experience Global ControllereTelecare Global Solutions2004 - 2005
Job Principal at Tatum LLC
Industry Accounting
Experience
Tatum LLC   Global ControllereTelecare Global Solutions2004 - 2005
Phase 2 Solutions  2000 - 2005

Education
Miami University   1968 — 1972

Mike Kovar Mike Kovar Baltimore, Maryland Area Details
Mike Kovar's Tatum LLC Experience May 2007 - June 2010
Job Partner at WeiserMazars LLP
Industry Hospital & Health Care
Experience
WeiserMazars LLP  January 2012 - Present
Mid-Level Accounting Firm   June 2010 - January 2012
Tatum LLC   May 2007 - June 2010
Ernst & Young  2004 - 2007
KPMG  1988 - 2004

Skills
Management Consulting, Revenue Cycle, Charge Capture, Healthcare, Financial Reporting, Financial Analysis, Management, Healthcare Industry, Executive Management, Practice Management, Healthcare Consulting

Education
Loyola University of Chicago - Graduate School of Business   1981 — 1983
Master of Business Administration (MBA), Finance, General

Mary Beth Spindler Mary Beth Spindler Greater Boston Area Details
Mary Beth Spindler's Tatum LLC Experience February 2008 - December 2010
Job Corporate Controller at Harrison Global
Industry Transportation/Trucking/Railroad
Experience
Harrison Global   January 2011 - Present
Tatum LLC   February 2008 - December 2010
Total Sleep Holdings   2005 - 2008
Phymatrix   1996 - 1999

Education
Merrimack College   1982 — 1986

David Mathews David Mathews Washington D.C. Metro Area Details
David Mathews's Tatum LLC Experience July 2013 - December 2013
Job CFO at OMNIPLEX
Industry Accounting
Experience
OMNIPLEX World Services Corporation  January 2014 - Present
Tatum LLC   July 2013 - December 2013
Online Resources  November 2008 - May 2013
PRA International  August 2003 - April 2008
Learning Tree International  January 1999 - August 2003
PHP Healthcare Corporation  August 1992 - January 1999
Iverson Technology Corporation   June 1991 - August 1992
KPMG  August 1985 - June 1991

Education
George Mason University
MBA, Finance

University of Virginia   1981 — 1985
Accounting, MIS

Ken Rosenberg Ken Rosenberg San Francisco Bay Area Details
Ken Rosenberg's Tatum LLC Experience February 2006 - April 2011
Job SVP & Manager, International Banking Department at Bridge Bank
Industry Financial Services
Experience
Bridge Bank  April 2014 - Present
Wells Fargo  January 2013 - April 2014
Exigent Trading LLC   April 2001 - May 2012
Goss Trade Services, LLC   2011 - 2012
Tatum LLC   February 2006 - April 2011
Lightning Trade Group LLC   2003 - 2006
WorldChain  2002 - 2004
Silicon Valley Bank  1998 - 2002
RBC Trade Finance   1996 - 1998
FibreForm Wood Products   1993 - 1996

Skills
Financial Modeling, Start-ups, Mergers & Acquisitions, Business Planning, Banking, Management, Strategic Partnerships, Product Management, Procurement, Finance, Business Process..., Executive Management, Supply Chain Management, Supply Chain, Business Strategy, Marketing, New Business Development, International Trade, Valuation, Cash Management, Leadership, Management Consulting, Strategic Planning, Private Equity, Strategic Financial..., Business Development, SaaS, Program Management, Negotiation, Process Improvement, Portfolio Management, Venture Capital, Due Diligence, Acquisition Integration, Risk Management, Cross-functional Team..., Financial Analysis, Strategy, Forecasting, Corporate Finance, International Business

Education
Portland State University - School of Business   1971 — 1974
Finance, Marketing

Oregon State University   1957 — 1961
English, Biology

Hubert Graves Hubert Graves Washington D.C. Metro Area Details
Hubert Graves's Tatum LLC Experience 2007 - 2009
Job Senior Financial Executive
Industry Management Consulting
Experience
Tatum, a Randstad Company  2013 - Present
FHI 360  2010 - 2012
Tatum LLC   2007 - 2009
United Negro College Fund  2002 - 2007
American Red Cross  1999 - 2001
Hoechst Celanese  1976 - 1997

Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Finance, Financial Analysis, Mergers & Acquisitions, Managerial Finance, Leadership, Strategic Financial..., Budgets, Strategic Planning, Accounting, Financial Modeling, Forecasting, Auditing, Due Diligence, Executive Management, Cost Accounting, Revenue Recognition, Corporate Finance, Cash Flow, GAAP

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA), Finance, General

North Carolina Agricultural and Technical State University
Bachelor of Science (BS), Business Administration

Margaret Koppel Margaret Koppel Greater Denver Area Details
Margaret Koppel's Tatum LLC Experience May 2011 - Present
Job Manager at Tatum LLC
Industry Financial Services
Experience
Tatum LLC   May 2011 - Present
The Warranty Group  2004 - 2010
Centura Health  2001 - 2004
University of Colorado Hospital  1999 - 2000
Exempla Saint Joseph Hospital  1988 - 1999

Skills
Process Improvement

Education
Webster University   1982 — 1984
Health Services Management, Healthcare Administration

Idaho State University   1978 — 1980
Health Care Administration

Marcia Ritter Marcia Ritter Cave Creek, Arizona Details
Marcia Ritter's Tatum LLC Experience 2007 - 2009
Job Chief Financial Officer at Runbeck Election Services
Industry Computer Software
Experience
Runbeck Election Services  January 2015 - Present
Runbeck Election Services  April 2014 - Present
Dignity Health  August 2013 - November 2013
Excent Corporation  May 2009 - August 2013
Tatum LLC   2007 - 2009
Capricorn Transport, Inc.   2002 - 2007
Jefferson Wells  1998 - 2002

Skills
Financial Operations, Risk Management, Financial Reporting, Budget Analysis, M&A experience, Investor Relations, Records Management, Cash Flow Forecasting, Revenue Recognition, Capital Expenses, P&L Responsibility, Financial Consulting, Taxes, Financial Audits, GAAP, Non-profits..., Board of Directors, Accounting, Accounts Payable, Auditing, Financial Accounting, Forecasting, General Ledger, Finance, Leadership, Start-ups, Business Strategy, Business Process, Due Diligence, Team Leadership, Strategic Financial..., Budgets, Cash Flow, Executive Management, Business Process..., Analysis, Managerial Finance, Internal Controls, Process Improvement, Management Consulting

Education
Pace University - Lubin School of Business   1989 — 1994
Bachelor of Business Administration Degree, Accounting

American Management Association
Certificate in Management

Timothy Cunningham Timothy Cunningham Greater Chicago Area Details
Timothy Cunningham's Tatum LLC Experience January 2008 - September 2008
Job Global Public Company CFO | PE & VC Experience | M&A | Change Management
Industry Consumer Services
Experience
Global, Public Company CFO and Leader PE and VC Experience   February 2015 - Present
Schawk Inc.  September 2008 - January 2015
Tatum LLC   January 2008 - September 2008
Pregis  May 2006 - December 2007
Tatum LLC   January 2005 - April 2006
eLoyalty Corporation  October 1999 - January 2005
CTS Corporation  September 1998 - October 1999
Moore Corporation  July 1996 - August 1998

Skills
Finance, SEC filings, Financial Analysis, Managerial Finance, Acquisition Integration, Strategy, Due Diligence, Financial Reporting, Leadership, Mergers, Restructuring, Corporate Finance, Accounting, Strategic Planning, Strategic Financial..., Investor Relations, Management Consulting, Private Equity, Cross-functional Team..., IPO, Sarbanes-Oxley Act, Executive Management, Financial Modeling, Treasury Management, Internal Controls, Forecasting, Cash Management, CPA

Education
Northwestern University - Kellogg School of Management   1977 — 1980
MM (MBA), Finance, Management and MIS

University of Notre Dame   1971 — 1975
BBA, Accountancy

Ilene Engelberg, CPA Ilene Engelberg, CPA Fort Lauderdale, Florida Details
Ilene Engelberg, CPA's Tatum LLC Experience June 2009 - June 2010
Job CFO at Fuerst Ittleman PL
Industry Accounting
Experience
Fuerst Ittleman PL   June 2009 - Present
Tatum LLC   June 2009 - June 2010
Daszkal Bolton LLP  September 2007 - February 2009
Ilene Engelberg, Self Employed   August 2002 - April 2007
Hobart West  March 2000 - November 2001
Pomerantz Staffing  June 1991 - November 1999
Anchin Block and anchin   January 1990 - April 1991
Eisner and Lubin,CPA's   January 1986 - December 1989
Brout and Company CPA's   June 1981 - December 1985

Skills
CPA, Tax, Financial Analysis, Finance, Financial Reporting, Accounting

Education
Pace University   1977 — 1981
BBA, Accounting

South Shore High School   1973 — 1977
High school diploma, academic

Jan Martin, MHA, CHC Jan Martin, MHA, CHC Greater New York City Area Details
Jan Martin, MHA, CHC's Tatum LLC Experience October 2008 - April 2010
Job Corporate Compliance Officer at Cornell Scott Hill Health Corporation
Industry Hospital & Health Care
Experience
Cornell Scott - Hill Health Corporation  April 2010 - Present
Tatum LLC   October 2008 - April 2010
Norwalk Hospital  May 2006 - October 2008
Silver Hill Hospital  2005 - 2006
Witco  1995 - 2005
Waveny Care Center  1993 - 1995

Skills
Healthcare Management, Healthcare, Revenue Cycle, Hospitals, Compliance, Medicaid, HIPAA, Managed Care, Nonprofits, Team Building, Policy, Healthcare Information..., Healthcare Consulting, EMR, Medical Compliance, EHR

Education
Iona College   2005 — 2007
MS, Healthcare Administration

Iona College   1999 — 2004
BS, Healthcare Management

Robert Thompson, CTP Robert Thompson, CTP Greater New York City Area Details
Robert Thompson, CTP's Tatum LLC Experience February 1999 - January 2010
Job Partner at Tatum, a Randstad Company
Industry Executive Office
Experience
Tatum, a Randstad Company  February 2013 - Present
Tatum LLC   February 1999 - January 2010
St. George's Society of NY   1993 - 2010
British Memorial Garden Trust   2004 - 2009
Sleep Innovations  2008 - 2008
Bush Industries  2006 - 2006
Qusion Technologies   2001 - 2002
United Auto Group  August 1994 - December 1998
Hanlin Group, Inc.   January 1983 - July 1994
hanlin group   1983 - 1994

Skills
Turnarounds, Restructuring, Bankruptcy, M&A experience, IPO, Mergers, Chapter 11, Chapter 7, Divestitures, Start-ups, Private Equity, Debt, M&A due diligence, Reorganization, Acquisition Integration, Due Diligence, Venture Capital, Private Placements, Workout, Turn Around Management, Mergers & Acquisitions, SEC filings, Executive Management, Business Valuation, Finance, SEC Filings, Corporate Actions, Management Consulting

Education
Rutgers, The State University of New Jersey-Newark   1973 — 1975
MBA, Finance

Monmouth University   1969 — 1973
BA, Political Science

William C. Ballou William C. Ballou Greater Boston Area Details
William C. Ballou's Tatum LLC Experience August 2001 - August 2005
Job Tatum
Industry Management Consulting
Experience
Tatum  January 2013 - Present
Bob's Discount Furniture LLC   August 2005 - March 2012
Tatum LLC   August 2001 - August 2005
First Security Services C   August 1994 - December 2000
Ziff Company, Inc.   August 1990 - August 1994
Worcester Quality Foods, Inc.   August 1986 - August 1990

Skills
Retail, Distribution, Business Services, Manufacturing, Management Consulting, Executive Management, Working Capital..., Secured Financing, Accounting, Financial Reporting, Acquisition Integration, Due Diligence, Restructuring, Family Business, Budgets, Financial Analysis, Consolidation, Strategic Planning, SAP, Auditing

Education
Merrimack College
B.S., Accounting

Tracy Walden Tracy Walden Greater Atlanta Area Details
Tracy Walden's Tatum LLC Experience 2005 - 2010
Job IT at Cost and Compliance Associates
Industry Information Technology and Services
Experience
Cost and Compliance Associates   February 2013 - Present
Tatum  2010 - February 2013
Tatum, LLC  2005 - 2010
T-QED Technology Services   January 1999 - September 2005
Productivity Point International  November 1996 - January 1999

Skills
Professional Services, Mergers, Start-ups, Turn Around Management, Business Process..., Acquisition Integration, Management Consulting, Business Process..., Due Diligence, Managerial Finance, Strategic Planning, Process Improvement

Education
University of Wisconsin-Madison   1992 — 1994
M.A., History

Oglethorpe University   1988 — 1992
B.A., History, Political Science

Steve Carnevale Steve Carnevale Raleigh-Durham, North Carolina Area Details
Steve Carnevale's Tatum LLC Experience June 2005 - December 2007
Job Chief Financial Officer at Advanced Animal Diagnostics
Industry Computer Software
Experience
Advanced Animal Diagnostics  June 2015 - Present
Omny Radio   November 2014 - June 2015
StepLeader  August 2014 - June 2015
StepLeader  March 2014 - August 2014
Geomagic  January 2008 - April 2013
Tatum LLC   June 2005 - December 2007
Silicon Semiconductor   2001 - 2005
Home Director  January 2000 - October 2001
Eastman Kodak  June 1997 - January 2000
Qualex (Eastman Kodak subsidiary)   June 1993 - June 1997

Skills
Venture Capital, Start-ups, Financial Analysis, Mergers, Financial Reporting, Restructuring, Corporate Finance, Due Diligence, Private Equity, Financial Modeling, Forecasting, Managerial Finance, Business Strategy, Valuation, Management Consulting, Strategic Planning, Accounting, Business Development, Divestitures, Mergers & Acquisitions, Acquisition Integration, Finance, Cash Management, Executive Management, Strategy, Budgets, Corporate Development, Strategic Financial..., IPO, Business Planning, Revenue Recognition, M&A experience, Business Valuation, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Strategic Partnerships, Entrepreneurship, Competitive Analysis, Cross-functional Team..., Business Process..., Management, GAAP, Consolidation, Treasury Management, Cash Flow, Variance Analysis, Financial Statements, Leadership, Business Analysis

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 1998
MBA, Management

Northeastern University   1981 — 1986
BS, Accounting

Denis Trafecanty Denis Trafecanty Greater San Diego Area Details
Denis Trafecanty's Tatum LLC Experience 2000 - 2008
Job Principal at Accountants Direct
Industry Staffing and Recruiting
Experience
Protect Our Communities Foundation   2007 - Present
Accountants Direct   July 2008 - June 2014
Tatum Partners  2000 - 2008
Tatum LLC   2000 - 2008
Microelectronic Packaging, Inc (Meltronix)   1996 - 2000

Skills
Venture Capital, SEC filings, Acquisition Integration, IPO, Leadership Development, Private Equity, Corporate Development, Strategic Partnerships

Education
Loyola Marymount University, College of Business Administration   1962 — 1964
Bachelor of Arts - Accounting

Elizabeth Eichenbaum Elizabeth Eichenbaum Dallas/Fort Worth Area Details
Elizabeth Eichenbaum's Tatum LLC Experience January 2007 - December 2008
Job Executive Assistant at Lone Start Emmy Chapter, NATAS
Industry Mechanical or Industrial Engineering
Experience
Lone Star Emmy Chapter, NATAS   April 2014 - Present
Bain & Company  2011 - February 2014
Flowserve  January 2009 - June 2010
Tatum LLC   January 2007 - December 2008
Gelman Pension Consulting   March 2002 - September 2006

Education
New York University   1996 — 2001
BA, Psychology

Biagio Vignolo Biagio Vignolo Naples, Florida Area Details
Biagio Vignolo's Tatum LLC Experience February 2005 - May 2008
Job Experienced Global Financial Exectutive
Industry Publishing
Experience
Perseus Books Group  May 2008 - December 2010
Gulf Resources   November 2007 - November 2010
Tatum LLC   February 2005 - May 2008
The Topps Company  2007 - 2008
Hanesbrands Inc.  May 2005 - August 2006
Exide Technology   January 2003 - October 2005
Sun Chemical Corp  May 1989 - September 2002
American Bakeries   1984 - 1989

Skills
Internal Audit, Managerial Finance, Financial Analysis, Restructuring, Sarbanes-Oxley Act, Mergers, Finance, SEC filings, Accounting, Internal Controls, Sales, Corporate Law, Financial Reporting, Cost Accounting, Forecasting, Mergers & Acquisitions

Education
Rider University   1965 — 1970
BS, Accounting

Dick Dwyer (CPA) Dick Dwyer (CPA) Dallas/Fort Worth Area Details
Dick Dwyer (CPA)'s Tatum LLC Experience October 1997 - December 1999
Job Transformative Business Consultant
Industry Consumer Goods
Experience
Transformational Business Consulting   May 2014 - Present
Helen of Troy  January 2007 - May 2014
New Mexico State University  2008 - 2011
PricewaterhouseCoopers  December 1999 - January 2007
Tatum LLC   October 1997 - December 1999
Sunbelt Nursery Group   October 1994 - March 1999
Lyndale Garden Centers Inc.   October 1990 - September 1994
Ernst & Young  March 1985 - June 1990

Skills
Strategy, Management, Start-ups, Process Improvement, Operations Management, Change Management, Negotiation, Logistics, Team Building, Business Strategy, Supply Chain, P&L Responsibility, Integration, Senior Executive..., Organizational..., Supply Chain Management, Project Management, Collaborative Leadership, Corporate Budgeting, Debt & Equity Financing, Mergers, Program Management, Oracle R12 Financials, Acquisition Integration, Analysis, Sales Operations, Mergers & Acquisitions, Post Merger Integration, Negotiations, Financial Analysis, Oracle R12, Turnaround Experience, Business Transformation, Strategic Planning, IT Leadership, Turn Around Management, IT Strategy

Education
Minnesota State University, Mankato   1972 — 1976
BS, Accounting

Marvin Press Marvin Press Littleton, Colorado Details
Marvin Press's Tatum LLC Experience April 2001 - January 2004
Job Chief Financial Officer
Industry Financial Services
Experience
CPI Card Group  April 2013 - Present
Tharco Containers, Inc.   June 2003 - March 2012
Tatum LLC   April 2001 - January 2004
Minami International Corporation   April 1988 - March 2001

Skills
Forecasting, Budgeting, Mergers, Accounting, Manufacturing, Project Management, Team Building, Strategic Planning, Leadership, Purchasing, Mergers & Acquisitions, Customer Service, Business Development, Negotiation, Inventory Management, New Business Development, Management, Strategy, Budgets, Payroll, Operations Management

Education
Saint Mary's College of California   2001 — 2003
MBA, Business

New York University   1970 — 1972
BS, Accounting

Linton Moulding Linton Moulding Greater Boston Area Details
Linton Moulding's Tatum LLC Experience 2004 - Present
Job Expert in IPO's, Carveouts and M&A
Industry Management Consulting
Experience
Tatum LLC   2004 - Present
Instron Corporation  1990 - 2002
Instron Corporation  1989 - 1990
Baker Hughes  1980 - 1983

Skills
Corporate Finance, IPO, Mergers, Finance, SEC filings, Start-ups, Acquisition Integration, Private Equity, Venture Capital, Investment Banking, Business Process..., Portfolio Management, Treasury, Consolidation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Corporate Development, Managerial Finance, Restructuring, Executive Management, Financial Analysis, Investor Relations

Education
Harvard Business School   1983 — 1985
MBA

University of Warwick   1971 — 1974
BSc, Management Science

Jim Burks Jim Burks Greater Nashville Area Details
Jim Burks's Tatum LLC Experience July 2011 - Present
Job National Managing Partner Revenue Cycle Services at TatumUS
Industry Hospital & Health Care
Experience
Tatum-US   February 2013 - Present
Tatum LLC   July 2011 - Present
Jackson Healthcare  February 2011 - June 2011
Tatum LLC   December 2007 - February 2011
Southwind HealthPartners   October 2006 - December 2007
McKesson  March 2002 - October 2006
Nashville Area Orthopedic practices, St Thomas MSO   March 1989 - August 1999
Doctors Hospital of Jefferson   September 1983 - June 1986

Skills
Healthcare Management, Start-ups, Healthcare, Revenue Cycle, Hospitals, Leadership, Process Improvement, Project Management, Analysis, Clinical Research, Management

Education
Tulane University   1980 — 1982
MHA, Healthcare Administration

Our Lady of Holy Cross College   1977 — 1979
BS, Allied Health

Louisiana State University Health Sciences Center   1975 — 1976
AD, Nursing

University of Oklahoma Health Sciences Center   1972 — 1973
AD, Respiratory Therapy

Elizabeth Schellberg, CPA Retired Elizabeth Schellberg, CPA Retired Silverton, Oregon Details
Elizabeth Schellberg, CPA Retired's Tatum LLC Experience September 2006 - March 2009
Job Not just numbers
Industry Executive Office
Experience
Yule Tree Farms LLC   June 2009 - Present
Tatum LLC   September 2006 - March 2009
Schmitt Industries   January 2006 - August 2006
Oregon Rail Holdings   March 1998 - November 2005
PowerLink  June 1996 - February 1998
Parallax, Inc.   March 1992 - March 1995
Design Group  March 1990 - March 1992
ONSITE Energy Inc.   March 1986 - March 1990

Skills
Budgeting, Accounting, GAAP, Cost Accounting, Manufacturing

Education
Portland State University   1980 — 1982
Accounting

San Francisco Theological Seminary   1972 — 1975
MDiv, Theology

Washington State University   1968 — 1972
BA, Philosophy

Kenetria Bennett Kenetria Bennett United States Details
Kenetria Bennett's Tatum LLC Experience 2007 - 2009
Job Process Control Analyst at BP
Industry Accounting
Experience
BP  November 2010 - Present
LyondellBasell  2009 - 2010
Tatum LLC   2007 - 2009
Transwestern Pipelines (Panhandle Energy)   2006 - 2007
BP  2000 - 2006
Arthur Andersen  2000 - 2001

Skills
Sarbanes-Oxley Act, Accounting, SAP, Internal Controls, Financial Reporting, Financial Analysis

Education
Houston Baptist University - College of Business and Economics   2003 — 2005
MBA

University of Houston
BBA, Accounting

Erik Schafer Erik Schafer Dallas/Fort Worth Area Details
Erik Schafer's Tatum LLC Experience January 2008 - May 2012
Job Accounting manager with a strong record of identifying and successfully implementing effective, timely solutions.
Industry Hospital & Health Care
Experience
USMD, Inc  June 2012 - Present
Tatum LLC   January 2008 - May 2012
Erik Schafer, CPA (Self Employed)   October 2001 - December 2007
Ernst & Young  September 1998 - November 2001
Ciulla, Smith and Dale   January 1994 - September 1998

Skills
Technical Accounting, Financial Reporting, External Audit, SOX, Audit Support, SEC filings, Accounting, Sarbanes-Oxley Act, Finance, Internal Controls, Auditing, General Ledger, Financial Analysis

Education
Michigan State University   1987 — 1991
BA Business, Accounting

Laura Rockenberger Laura Rockenberger Phoenix, Arizona Details
Laura Rockenberger's Tatum LLC Experience April 2009 - March 2010
Job Managing Director and Assistant Controller Corporate Accounting at NRG Energy
Industry Oil & Energy
Experience
NRG Energy  April 2014 - January 2015
Edison Mission Energy  February 2010 - March 2014
Tatum LLC   April 2009 - March 2010
Calpine  June 2007 - April 2009
Arizona Public Services (APS)   1998 - 2007
SunCor Development Company  1987 - 1998

Skills
Start-up Operations, Forecasting, Accounting, Financial Reporting, SOX, Managerial Finance, Start-ups, Budgets, Sarbanes-Oxley Act, Fixed Assets, PeopleSoft, Finance, ERP, Business Process..., Auditing, SEC filings, Financial Analysis, Process Improvement, Tax, Management, Payroll, Financial Modeling, Variance Analysis, Internal Controls, Mergers, Management Consulting, Due Diligence, General Ledger, Corporate Finance, US GAAP, Consolidation, Sarbanes-Oxley

Education
Miami University   1979 — 1982
B.S., Business (Accountancy)

Lynne McCracken Lynne McCracken Greater Atlanta Area Details
Lynne McCracken's Tatum LLC Experience 2001 - 2010
Job Assistant to A. Michael McCracken, Chairman and CEO at McCracken Alliance, LLC
Industry Executive Office
Experience
McCracken Alliance, LLC   2010 - Present
Tatum LLC   2001 - 2010

Skills
CRM, Management Consulting, Integration, Finance, Leadership, Human Resources, Private Equity, Business Development, Recruiting, Executive Management, Acquisition Integration, Start-ups, Strategic Planning, Mergers & Acquisitions

Education
Jacksonville University
BA, Sociology

Lori Lundy McMurray, MBA Lori Lundy McMurray, MBA Greater Seattle Area Details
Lori Lundy McMurray, MBA's Tatum LLC Experience July 2007 - February 2009
Job Accounting Manager at Distant Lands Coffee
Industry Accounting
Experience
Distant Lands Coffee  October 2012 - Present
Creative Financial Staffing (CFS)   October 2012 - October 2012
MileTwo Consulting   August 2011 - September 2011
Rivulete Consulting, LLC   2009 - September 2011
Tatum, LLC  July 2007 - February 2009
Manheim Auctions  March 2002 - July 2007
Accountants on Call  May 2001 - March 2002
Budget Blinds, Inc.   April 1998 - December 2000

Skills
Quickbooks, Peachtree, Excel, Access, Outlook, PowerPoint, NetSuite, AccountMate, Microsoft Publisher, Microsoft Visio, Accounting, Accounts Payable, Accounts Receivable, Financial Accounting, Financial Reporting, Financial Analysis, Franchising, Financial Modeling, Business Planning, Business Process..., AS400 system, JD Edwards, Microsoft Dynamics SL, Salesforce.com, PeopleSoft, Lawson HRIS, Change Management, Microsoft Dynamics GP, Reconciliations, Forecasting

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Masters of Business Administration, (MBA), Business

National University
Bachelors of Arts (BA), Business

John Murakami John Murakami Portland, Oregon Area Details
John Murakami's Tatum LLC Experience October 2008 - October 2009
Job CFO at Rockford Corporation
Industry Financial Services
Experience
Rockford Corporation  October 2009 - Present
Tatum LLC   October 2008 - October 2009
Northwest Pipe Company  September 1997 - January 2008
Babler Bros   1989 - September 1995
Sulzer Bingham, formally Bingham Willamette   1986 - 1989
Commonwealth Aluminum, formerly Martin Marietta Aluminum   1984 - 1986
Wagner Mining Equipment, a division of PACCAR   1975 - 1984

Skills
Forecasting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Strategic Planning, Manufacturing, Executive Management, Budgets, SAP, Accounting, Internal Audit, Cost Accounting, Finance, Management

Education
University of Portland   1976 — 1978
MBA, Business Administration

Oregon State University   1971 — 1975
BS, Accounting, Management, Computer Science

Bruce Adler Bruce Adler Greater New York City Area Details
Bruce Adler's Tatum LLC Experience September 2006 - December 2011
Job Partner at Subsidium Healthcare
Industry Management Consulting
Experience
Subsidium Healthcare  October 2014 - Present
WeiserMazars LLP  December 2011 - October 2014
Tatum LLC   September 2006 - December 2011
Tatum LLC   September 2006 - December 2011
KPMG  May 1990 - September 2006

Skills
Mergers, Healthcare, Process Improvement, Revenue Cycle, Accounts Receivable, Revenue Cycle Management, Healthcare Consulting, Management Consulting, Financial Analysis, Vendor Management, Mergers & Acquisitions, HIPAA, Management, Hospitals, Leadership, Access, Healthcare Industry, Executive Management

Education
Hofstra University
MBA, Finance

The Ohio State University
BA, Social and Behavioral Science

Alexandra Azor Alexandra Azor Miami/Fort Lauderdale Area Details
Alexandra Azor's Tatum LLC Experience May 2008 - December 2009
Job Technical Officer: Program Management at International Training & Education Center for Health (ITECH)
Industry Health, Wellness and Fitness
Experience
International Training & Education Center for Health (I-TECH)   June 2014 - Present
Catholic Relief Services  May 2010 - October 2013
Tatum LLC   May 2008 - December 2009
Exact Cost   June 2006 - May 2008
VHA  February 2003 - March 2006
NBBJ  October 1998 - January 2003

Skills
Management Consulting, Non-profits, Health Service..., Revenue Cycle, Activity Based Costing, Activity Based..., Operational Process..., Capacity Building, Project Management, Program Management, Team Building, Team Leadership, Bioengineering, Process Improvement, Supply Chain..., Strategic Planning, Fundraising, Nonprofits, Healthcare, Training, Public Health, Management, Program Evaluation, Program Development, Organizational..., Grant Writing, Data Analysis, Policy Analysis, Policy, Grants, NGOs, Proposal Writing, Leadership Development, Qualitative Research, Community Outreach, Research, Volunteer Management, Government, Global Health, Public Policy, Community Development, Africa

Education
Keller Graduate School of Management of DeVry University   1996 — 1998
Master of Business Administration (M.B.A.), Health and Medical Administrative Services

New York University   1996 — 1998
Master of Public Administration (M.P.A.), Health Policy Analysis

University of Illinois at Chicago   1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Biomedical/Medical Engineering

Bill Hipps Bill Hipps Cypress, Texas Details
Bill Hipps's Tatum LLC Experience August 2012 - December 2012
Job Controller / CFO
Industry Accounting
Experience
Consultant  August 2014 - Present
Affiliated Power Services, LP   December 2012 - August 2014
Tatum, LLC  August 2012 - December 2012
Pinpoint Drilling & Directional Services  September 2011 - May 2012
Southwaste Disposal, LLC   2009 - 2011
BioUrja Trading LLC  2008 - 2009
Deep Marine Technology  2003 - 2008

Skills
Accounting, Financial Statements, Auditing, Payroll, US GAAP, Financial Reporting, Microsoft Dynamics, Software Implementation, Financial Analysis, Sarbanes-Oxley Act, SEC filings, Software Training, Business Consulting, Account Reconciliation, Personal Development, Alternative Medicine, Tax, GAAP, Microsoft Office, Great Plains Software, Budgeting, Valuation, Quickbooks, MAS 90, Controller, Business Transformation, Personal Transformation, Microsoft Excel, Financial Accounting, Accounting System, Job Costing, Internal Audit, Pivot Tables, Mergers & Acquisitions

Education
University of Houston   1982 — 1985
BBS, Accounting

Jacksonville State University   1981 — 1982
Accounting

Barry Gretz Barry Gretz Greater New York City Area Details
Barry Gretz's Tatum LLC Experience April 2006 - August 2010
Job Accounting Manager at Titan
Industry Accounting
Experience
Titan  August 2010 - Present
Tatum LLC   April 2006 - August 2010
BrainStorm Tutoring, LLC  April 2009 - April 2010
SafirRosetti  2004 - 2005
The ADi Group   2002 - 2004
Corus  1990 - 2001
Bellemead Development Corporation  1984 - 1990
Ernst & Young  1977 - 1981

Skills
Financial Reporting

Education
Montclair State University   1973 — 1976
BS, Math, Business

Texas A&M University   1969 — 1970
Math

Ramsey High School   1965 — 1969

Art Graf Art Graf Phoenix, Arizona Area Details
Art Graf's Tatum LLC Experience 2007 - Present
Job Executive Office Professional
Industry Executive Office
Experience
Tatum LLC   2007 - Present
Warfield CPAs   2009 - 2009

Education
Miami University
BSBA, Business

Diana Furnish Diana Furnish Greater Atlanta Area Details
Diana Furnish's Tatum LLC Experience August 2001 - August 2002
Job Furnish Consulting
Industry Accounting
Experience
Consultant  September 2013 - Present
Accord Services LLC   July 2011 - September 2013
AcuityCFO  March 2008 - June 2011
Firstwave Technologies  March 2003 - February 2008
Trace Consulting   August 2002 - March 2003
Tatum LLC   August 2001 - August 2002
Firstwave Technologies  February 1995 - May 2001

Skills
Financial Reporting, Accounting, GAAP, General Ledger, Revenue Recognition, Sarbanes-Oxley Act, US GAAP, Internal Controls, Cost Accounting, Cash Flow

Education
Kennesaw State University
Bachelor of Business Administration (B.B.A.), Accounting

Osborne High School

Ed Rand Ed Rand Greater Denver Area Details
Ed Rand's Tatum LLC Experience June 2001 - July 2008
Job Economic Analyst at Wright Economics
Industry Construction
Experience
Wright Economics  May 2014 - Present
The Preserve Homeowners Association   2013 - Present
American Exteriors LLC  August 2012 - Present
The Adopton Exchange   1991 - Present
Retired, Board Member, Volunteer   2012 - 2015
Retired, Board Member, Volunteer   2012 - 2015
American Exteriors LLC  August 2008 - July 2012
Tatum LLC   June 2001 - July 2008
Rand and Associates - Consulting   June 1991 - June 2001
CoastAmerica II Corporation   1991 - 1996

Skills
Start-ups, Strategic Planning, Mergers & Acquisitions, Leadership, Mergers, Financial Analysis, Executive Management, Strategy, Budgets, Management, Finance, Business Planning, Business Strategy, Forecasting, Restructuring

Education
Marquette University   1960 — 1964
BS, Accounting

Galen Gorman Galen Gorman Greater Los Angeles Area Details
Galen Gorman's Tatum LLC Experience June 2007 - November 2009
Job Interim, short term CFO roles at D & G Consumer Cor
Industry Management Consulting
Experience
D & G Consumer Cor   July 2012 - Present
D & G Consumer Cor   October 2013 - April 2014
D & G Consumer Cor   July 2012 - December 2012
Downey Regional Medical Center  November 2009 - December 2012
Tatum LLC   June 2007 - November 2009
Hollywood Presbyterian Medical Center  2007 - 2009
HFMA Practices & Principals Board   2007 - 2009
Centinela Freeman Health System  2006 - 2007
St Joseph Health System  2003 - 2006
St Mary Medical Center Long Beach   2003 - 2006

Skills
Leadership, Strategic Financial..., Finance, Revenue Cycle, Hospitals, Healthcare, Mergers, Financial Analysis, Healthcare Management, Physician Relations, Consulting, Strategic Planning, Healthcare Consulting, Managed Care, Medicaid, Revenue Cycle Management, Process Improvement, Healthcare Information..., Medicare, Mergers & Acquisitions, Healthcare Industry, Financial Planning, Executive Management, EHR, HIPAA, Strategy, EMR, Physicians

Education
University of West Georgia   1983 — 1984
MBA Program, Business Administration and Management, General

Murray State University   1969 — 1971
Bachelor of Science (BS), Accounting and Finance

Richard Stys Richard Stys Hartford, Connecticut Area Details
Richard Stys's Tatum LLC Experience 2005 - 2007
Job Senior Vice President, Finance and Treasurer at Hartford HealthCare
Industry Hospital & Health Care
Experience
Hartford HealthCare  July 2009 - Present
Fairmount Capital Advisors   2007 - 2009
Tatum, LLC  2005 - 2007

Education
Lehigh University - College of Business and Economics   1983 — 1984
MBA, Finance

Lehigh University   1976 — 1980
BS, Mechanical Engineering

The Lawrenceville School   1971 — 1976

James Boyda James Boyda Greater Detroit Area Details
James Boyda's Tatum LLC Experience January 2007 - December 2008
Job Financial Analyst at Department of Veterans Affairs
Industry Entertainment
Experience
Department of Veterans Affairs  January 2012 - Present
Cinepro Pictures   January 2009 - January 2012
Tatum LLC   January 2007 - December 2008
InStar Services Group  January 2006 - December 2007
Lorro Inc. $80 million Automotive   January 2001 - January 2006
PDS Rail Car Services$6 million Rail Car Repair Center   January 1999 - January 2001
Palmer Moving & Storage $30 million Moving Company   January 1995 - January 1998

Skills
Budgeting, Cash Management, Financial Analysis, Cost Accounting, Mergers, Manufacturing, Retail, Construction, Accounting, Financial Reporting, Strategic Financial..., Accounts Receivable, Accounts Payable, Payroll, Strategic Planning

Education
Wayne State University   1978 — 1980
MBA, Finance

Michigan State University   1971 — 1975
BA, Accounting

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