Tatum LLC
Industry: Company
DescriptionHeadquarters: 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
Brian Alleman Brian Alleman's Tatum LLC Experience August 2002 - September 2009
Job Chief Financial Officer at Zynex Medical
Industry Management Consulting
Experience
Zynex Medical July 2014 - Present
Alleman & Associates LLC September 2009 - Present
Keating Capital, Inc. October 2011 - June 2014
Spicy Pickle Franchising Inc. November 2011 - April 2012
Fulcrum Patent Solutions LLC December 2010 - July 2011
TAEUS International Corporation October 2008 - November 2010
Tatum LLC August 2002 - September 2009
Simtek Corporation June 2005 - October 2008
Centuri Corporation (Estes) June 1993 - June 2002
Certified Holding Corporation 1989 - 1993
Skills
Turn Around Management, Strategy, Investor Relations, SEC filings, Capital, Mergers, Corporate Finance, Finance, Restructuring, Mergers & Acquisitions, Intellectual Property, Valuation, Venture Capital, Business Planning, Investments, Start-ups, Non-Executive Director, Financial Reporting, Executive Management, Business Strategy, Analysis, Strategic Partnerships, Business Development, Due Diligence, Private Equity, Acquisition Integration, Corporate Development, Strategic Planning, Leadership, IPO, Financial Modeling, Management, Divestitures, Auditing, Managerial Finance, Acquisitions, Strategic Financial..., M&A experience, New Business Development, Management Consulting, Public Companies, Business Valuation, Financial Analysis, Corporate Governance, US GAAP, Joint Ventures, Sarbanes-Oxley Act, Forecasting, Financial Services, Venture Financing
Education
Stanford University 2008 — 2008
AeA Executive Institute
Seton Hall University 1974 — 1978
Bachelor of Science, Accounting
Zynex Medical July 2014 - Present
Alleman & Associates LLC September 2009 - Present
Keating Capital, Inc. October 2011 - June 2014
Spicy Pickle Franchising Inc. November 2011 - April 2012
Fulcrum Patent Solutions LLC December 2010 - July 2011
TAEUS International Corporation October 2008 - November 2010
Tatum LLC August 2002 - September 2009
Simtek Corporation June 2005 - October 2008
Centuri Corporation (Estes) June 1993 - June 2002
Certified Holding Corporation 1989 - 1993
Skills
Turn Around Management, Strategy, Investor Relations, SEC filings, Capital, Mergers, Corporate Finance, Finance, Restructuring, Mergers & Acquisitions, Intellectual Property, Valuation, Venture Capital, Business Planning, Investments, Start-ups, Non-Executive Director, Financial Reporting, Executive Management, Business Strategy, Analysis, Strategic Partnerships, Business Development, Due Diligence, Private Equity, Acquisition Integration, Corporate Development, Strategic Planning, Leadership, IPO, Financial Modeling, Management, Divestitures, Auditing, Managerial Finance, Acquisitions, Strategic Financial..., M&A experience, New Business Development, Management Consulting, Public Companies, Business Valuation, Financial Analysis, Corporate Governance, US GAAP, Joint Ventures, Sarbanes-Oxley Act, Forecasting, Financial Services, Venture Financing
Education
Stanford University 2008 — 2008
AeA Executive Institute
Seton Hall University 1974 — 1978
Bachelor of Science, Accounting
Renata Sirota Renata Sirota's Tatum LLC Experience 2007 - 2009
Job Contractor at Robert Half Management Resources
Industry Information Technology and Services
Experience
Robert Half Management Resources February 2014 - Present
Clearwater jetski and parasail March 2011 - Present
Visionary HealthWare August 2010 - September 2011
Barnie's Coffee & Tea Company March 2009 - August 2010
Tatum LLC 2007 - 2009
SI International August 1999 - July 2007
Skills
Mergers, Financial Analysis, Start-ups, SEC filings, Financial Reporting, Forecasting, Strategic Planning, Due Diligence, Mergers & Acquisitions, Managerial Finance, Process Improvement, Sarbanes-Oxley Act, Executive Management, Accounting, Acquisition Integration, Finance, Leadership, Management
Education
The Johns Hopkins University 1993 — 1995
MS, Finance
Susquehanna University 1989 — 1992
BA, Accounting
Robert Half Management Resources February 2014 - Present
Clearwater jetski and parasail March 2011 - Present
Visionary HealthWare August 2010 - September 2011
Barnie's Coffee & Tea Company March 2009 - August 2010
Tatum LLC 2007 - 2009
SI International August 1999 - July 2007
Skills
Mergers, Financial Analysis, Start-ups, SEC filings, Financial Reporting, Forecasting, Strategic Planning, Due Diligence, Mergers & Acquisitions, Managerial Finance, Process Improvement, Sarbanes-Oxley Act, Executive Management, Accounting, Acquisition Integration, Finance, Leadership, Management
Education
The Johns Hopkins University 1993 — 1995
MS, Finance
Susquehanna University 1989 — 1992
BA, Accounting
Leslie Karnauskas Leslie Karnauskas's Tatum LLC Experience October 2006 - 2007
Job CFO at BMGI
Industry Management Consulting
Experience
BMGI January 2010 - February 2014
Gambro Renal Products July 2008 - January 2010
Gambro Renal Products October 2007 - July 2008
Tatum LLC October 2006 - 2007
Sorin Group July 2000 - October 2006
Datex-Ohmeda 1999 - 2000
Datex-Ohmeda/Ohmeda 1992 - 1999
Ohmeda 1988 - 1992
Guerdon Industries 1984 - 1988
Skills
Strategy, Change Management, Financial Reporting, Business Process, Financial Analysis, Budgets, Strategic Planning, Management, Leadership, Accounting, Analysis, SAP, Project Management, Strategic Financial..., Acquisition Integration, Team Building, Cost Accounting, Finance, Project Planning, Training, Forecasting, Management Consulting, General Ledger, Mergers & Acquisitions, Business Process..., Business Analysis, Manufacturing, Process Improvement, Business Planning, Executive Management, Auditing, Start-ups, Managerial Finance, Business Strategy, Cross-functional Team..., Corporate Finance, Risk Management, ERP
Education
University of Colorado at Denver
MBA, Accounting
University of Minnesota
BSBA, Finance
BMGI January 2010 - February 2014
Gambro Renal Products July 2008 - January 2010
Gambro Renal Products October 2007 - July 2008
Tatum LLC October 2006 - 2007
Sorin Group July 2000 - October 2006
Datex-Ohmeda 1999 - 2000
Datex-Ohmeda/Ohmeda 1992 - 1999
Ohmeda 1988 - 1992
Guerdon Industries 1984 - 1988
Skills
Strategy, Change Management, Financial Reporting, Business Process, Financial Analysis, Budgets, Strategic Planning, Management, Leadership, Accounting, Analysis, SAP, Project Management, Strategic Financial..., Acquisition Integration, Team Building, Cost Accounting, Finance, Project Planning, Training, Forecasting, Management Consulting, General Ledger, Mergers & Acquisitions, Business Process..., Business Analysis, Manufacturing, Process Improvement, Business Planning, Executive Management, Auditing, Start-ups, Managerial Finance, Business Strategy, Cross-functional Team..., Corporate Finance, Risk Management, ERP
Education
University of Colorado at Denver
MBA, Accounting
University of Minnesota
BSBA, Finance
Paul Vadovicky Paul Vadovicky's Tatum LLC Experience October 2007 - March 2009
Job CFO, Controller, Administration | Exploring new opportunities
Industry Management Consulting
Experience
PJV Enterprises Management Company February 2014 - Present
Finance Operations Leaders in the Phoenix, Arizona Area 2014 - Present
Symbius Medical, LLC June 2010 - February 2014
PJV Enterprises Management Co. March 2009 - June 2010
Tatum LLC October 2007 - March 2009
Southwest Charter Lines, Inc April 2006 - March 2007
Desert Plastics, LLC (Westcap Partners Private Equity Fund) May 2002 - February 2006
Delia's Cleaners, Inc - Dry Clean USA, Inc. (Johnson Group Inc.) April 1995 - February 2002
CenCor, Inc (Kansas City, Missouri) November 1981 - November 1993
Arthur Andersen & Co. November 1974 - October 1981
Skills
Financial Analysis, Financial Reporting, Due Diligence, Financial Modeling, Private Equity, Leadership, Mergers, Finance, Cash Flow, Internal Controls, Auditing, Internal Audit, Project Management, Negotiation, Risk Management, Loans, Budgets, Accounting, Mergers & Acquisitions, Procurement, Strategic Planning, Cost Accounting, Management, Software, Debtors, GAAP, Management Consulting, Restructuring, Banking, Creditors, Insurance, Cash Management, Forecasting, Payroll, Executive Management, Analysis, Financial Accounting, Business Development, Accounts Receivable, Strategy, Financial Statements, CFOs, Operational Excellence, Financial Planning, Financial Risk, Financial Audits, Start-ups, Start-up Consulting, Start-up Ventures, MBA
Education
Rockhurst University 1980 — 1984
MBA, Finance
Rockhurst University 1970 — 1974
BSBA, Accounting
PJV Enterprises Management Company February 2014 - Present
Finance Operations Leaders in the Phoenix, Arizona Area 2014 - Present
Symbius Medical, LLC June 2010 - February 2014
PJV Enterprises Management Co. March 2009 - June 2010
Tatum LLC October 2007 - March 2009
Southwest Charter Lines, Inc April 2006 - March 2007
Desert Plastics, LLC (Westcap Partners Private Equity Fund) May 2002 - February 2006
Delia's Cleaners, Inc - Dry Clean USA, Inc. (Johnson Group Inc.) April 1995 - February 2002
CenCor, Inc (Kansas City, Missouri) November 1981 - November 1993
Arthur Andersen & Co. November 1974 - October 1981
Skills
Financial Analysis, Financial Reporting, Due Diligence, Financial Modeling, Private Equity, Leadership, Mergers, Finance, Cash Flow, Internal Controls, Auditing, Internal Audit, Project Management, Negotiation, Risk Management, Loans, Budgets, Accounting, Mergers & Acquisitions, Procurement, Strategic Planning, Cost Accounting, Management, Software, Debtors, GAAP, Management Consulting, Restructuring, Banking, Creditors, Insurance, Cash Management, Forecasting, Payroll, Executive Management, Analysis, Financial Accounting, Business Development, Accounts Receivable, Strategy, Financial Statements, CFOs, Operational Excellence, Financial Planning, Financial Risk, Financial Audits, Start-ups, Start-up Consulting, Start-up Ventures, MBA
Education
Rockhurst University 1980 — 1984
MBA, Finance
Rockhurst University 1970 — 1974
BSBA, Accounting
Christi Lockett Christi Lockett's Tatum LLC Experience June 2007 - February 2008
Job Technology Advisor/Contractor at ExxonMobil
Industry Information Technology and Services
Experience
ExxonMobil February 2013 - Present
EnerVest, Ltd. June 2011 - February 2013
Sparkhound June 2010 - June 2011
JC Professional Services August 2009 - November 2010
Frontier Drilling USA Inc September 2009 - January 2010
Calpine March 2008 - August 2009
Tatum LLC June 2007 - February 2008
AIG August 2006 - May 2007
Exterran June 1998 - August 2006
Skills
SOX, SharePoint, Compliance, Process Engineering, IT Governance, Information Management, Access, Testing
Education
Stephen F. Austin State University 1997 — 2002
BS, Computer Science, Mathematics
ExxonMobil February 2013 - Present
EnerVest, Ltd. June 2011 - February 2013
Sparkhound June 2010 - June 2011
JC Professional Services August 2009 - November 2010
Frontier Drilling USA Inc September 2009 - January 2010
Calpine March 2008 - August 2009
Tatum LLC June 2007 - February 2008
AIG August 2006 - May 2007
Exterran June 1998 - August 2006
Skills
SOX, SharePoint, Compliance, Process Engineering, IT Governance, Information Management, Access, Testing
Education
Stephen F. Austin State University 1997 — 2002
BS, Computer Science, Mathematics
Steve Crane Steve Crane's Tatum LLC Experience 2000 - 2009
Job Managing Partner, ProOperate LLC
Industry Executive Office
Experience
ProOperate LLC October 2009 - Present
BYO Musicians Network, Inc. August 2011 - October 2014
Tatum LLC 2000 - 2009
Tatum LLC 2008 - 2008
Realigent, Inc. 2001 - 2007
jobs.com 2000 - 2001
Adler Communications Group 1995 - 1999
RGB Computer and Video, Inc. 1993 - 1994
CompuTrac, Inc. 1983 - 1993
Price Waterhouse 1979 - 1983
Skills
Strategic Planning, Due Diligence, Restructuring, Entrepreneurship, Sales Management, Acquisitions, Management Consulting, Business Strategy, Mergers, Financial Modeling, Risk Management, Change Management, Finance, Business Planning, Mergers & Acquisitions, Operations Management, Acquisition Integration, Cash Flow, Financial Analysis, Start-ups, Strategic Partnerships, Strategy, Business Development, Executive Management, Corporate Development, Management, Managerial Finance, Venture Capital, Leadership, Turn Around Management, Contract Negotiation, Sales, Consulting, Selling, Financial Reporting, Process Improvement, Forecasting, Corporate Finance, Divestitures, Private Equity, IPO, SEC filings, Financial Services, Small Business, M&A experience, Human Resources, Professional Services, P&L Management, Business Valuation
Education
Southern Methodist University - Cox School of Business 1991 — 1992
Certificate of Completion, Mid-Management Program
University of North Texas 1974 — 1979
Bachelor of Business Administration, Accounting
Thomas Jefferson High School
ProOperate LLC October 2009 - Present
BYO Musicians Network, Inc. August 2011 - October 2014
Tatum LLC 2000 - 2009
Tatum LLC 2008 - 2008
Realigent, Inc. 2001 - 2007
jobs.com 2000 - 2001
Adler Communications Group 1995 - 1999
RGB Computer and Video, Inc. 1993 - 1994
CompuTrac, Inc. 1983 - 1993
Price Waterhouse 1979 - 1983
Skills
Strategic Planning, Due Diligence, Restructuring, Entrepreneurship, Sales Management, Acquisitions, Management Consulting, Business Strategy, Mergers, Financial Modeling, Risk Management, Change Management, Finance, Business Planning, Mergers & Acquisitions, Operations Management, Acquisition Integration, Cash Flow, Financial Analysis, Start-ups, Strategic Partnerships, Strategy, Business Development, Executive Management, Corporate Development, Management, Managerial Finance, Venture Capital, Leadership, Turn Around Management, Contract Negotiation, Sales, Consulting, Selling, Financial Reporting, Process Improvement, Forecasting, Corporate Finance, Divestitures, Private Equity, IPO, SEC filings, Financial Services, Small Business, M&A experience, Human Resources, Professional Services, P&L Management, Business Valuation
Education
Southern Methodist University - Cox School of Business 1991 — 1992
Certificate of Completion, Mid-Management Program
University of North Texas 1974 — 1979
Bachelor of Business Administration, Accounting
Thomas Jefferson High School
Bartho van Otterdyk Bartho van Otterdyk's Tatum LLC Experience November 2007 - August 2009
Job Finance & Accounting professional with extensive multinational and multiindustry experience. CPA, C.A.
Industry Executive Office
Experience
Conversio Health May 2015 - Present
BVO Global Solutions June 2012 - Present
The Global Edge Consultants May 2013 - September 2013
BHP Billiton July 2011 - 2012
Experis Finance (formerly Jefferson Wells International) August 2009 - January 2011
Tatum LLC November 2007 - August 2009
Maxis Communications Berhad January 2004 - July 2007
TradeBeam (formerly Qiva, Inc.) 2000 - 2003
BHP Billiton 1996 - 2000
BHP Billiton 1996 - 1996
Skills
Corporate Governance, Team Leadership, Finance, Executive Management, Internal Controls, Accounting, Due Diligence, Risk Management, Process Improvement, Strategic Planning, US GAAP, IFRS, Financial Accounting, Corporate Finance, Financial Reporting, Strategy, Acquisition Integration, Enterprise Systems..., Acquisitions, Business Process..., Operations Management, SEC filings, Start-ups, International Accounting, Mergers, Change Management, ERP, Team Building, Business Planning, Sarbanes-Oxley Act, Financial Modeling, Financial Audits, Financial Analysis, Tax, Business Continuity..., Restructuring, Internal Audit, Mergers & Acquisitions, Consolidation, Budgets, Managerial Finance, Auditing, GAAP, Cost Accounting, Forecasting, Management Consulting, Cash Management, Strategic Financial..., Enterprise Risk..., Financial Planning
Education
RMIT University 1981 — 1984
Bachelor of Business, Accountancy, Graduated with distinction - top 5% of graduates
CPA Australia
CPA [Certified Practising Accountant], Accounting & International Business
Eltham College
High School
Conversio Health May 2015 - Present
BVO Global Solutions June 2012 - Present
The Global Edge Consultants May 2013 - September 2013
BHP Billiton July 2011 - 2012
Experis Finance (formerly Jefferson Wells International) August 2009 - January 2011
Tatum LLC November 2007 - August 2009
Maxis Communications Berhad January 2004 - July 2007
TradeBeam (formerly Qiva, Inc.) 2000 - 2003
BHP Billiton 1996 - 2000
BHP Billiton 1996 - 1996
Skills
Corporate Governance, Team Leadership, Finance, Executive Management, Internal Controls, Accounting, Due Diligence, Risk Management, Process Improvement, Strategic Planning, US GAAP, IFRS, Financial Accounting, Corporate Finance, Financial Reporting, Strategy, Acquisition Integration, Enterprise Systems..., Acquisitions, Business Process..., Operations Management, SEC filings, Start-ups, International Accounting, Mergers, Change Management, ERP, Team Building, Business Planning, Sarbanes-Oxley Act, Financial Modeling, Financial Audits, Financial Analysis, Tax, Business Continuity..., Restructuring, Internal Audit, Mergers & Acquisitions, Consolidation, Budgets, Managerial Finance, Auditing, GAAP, Cost Accounting, Forecasting, Management Consulting, Cash Management, Strategic Financial..., Enterprise Risk..., Financial Planning
Education
RMIT University 1981 — 1984
Bachelor of Business, Accountancy, Graduated with distinction - top 5% of graduates
CPA Australia
CPA [Certified Practising Accountant], Accounting & International Business
Eltham College
High School
Steven Schroder Steven Schroder's Tatum LLC Experience February 2008 - September 2009
Job Director of Finance/CFO at Medipacs, Inc.
Industry Medical Devices
Experience
Digirad September 2010 - April 2011
Aubrey, Inc. October 2009 - September 2010
San Diego Connect 2009 - 2010
Tatum, LLC February 2008 - September 2009
Resources Global Consulting October 2007 - February 2008
TranzFinity, Inc 2008 - 2008
Independent Financial Consultant December 2006 - April 2007
MedVantx, Inc September 2005 - December 2006
MedImpact, Inc April 2001 - September 2005
Baxter Healthcare October 1991 - April 2001
Skills
Financial Analysis, Accounting, Budgeting, Financial Management, Investments, Merger & Acquisition..., Internal Audit, External Audit, Strategic Planning, Mergers, Financial Modeling, Budgets, Managerial Finance, Analysis, Business Planning, Finance, Strategy, Start-ups, Cost Accounting, Auditing, Corporate Finance, Management, Financial Reporting, Mergers & Acquisitions, Acquisition Integration, Internal Controls, Strategic Financial..., Leadership, Management Consulting, Contract Negotiation, SEC filings, Forecasting, Business Process..., Process Improvement, Project Planning, Risk Management, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Competitive Analysis, Consolidation, Sarbanes-Oxley, US GAAP, Restructuring, Cash Management, Financial Forecasting, Due Diligence, Executive Management, Valuation, Cash Flow
Education
San Diego State University-California State University 1983 — 1986
MBA, Finance
University of Missouri-Columbia 1977 — 1980
BSBA, Accounting, 3.0
Orange Glen High School
Digirad September 2010 - April 2011
Aubrey, Inc. October 2009 - September 2010
San Diego Connect 2009 - 2010
Tatum, LLC February 2008 - September 2009
Resources Global Consulting October 2007 - February 2008
TranzFinity, Inc 2008 - 2008
Independent Financial Consultant December 2006 - April 2007
MedVantx, Inc September 2005 - December 2006
MedImpact, Inc April 2001 - September 2005
Baxter Healthcare October 1991 - April 2001
Skills
Financial Analysis, Accounting, Budgeting, Financial Management, Investments, Merger & Acquisition..., Internal Audit, External Audit, Strategic Planning, Mergers, Financial Modeling, Budgets, Managerial Finance, Analysis, Business Planning, Finance, Strategy, Start-ups, Cost Accounting, Auditing, Corporate Finance, Management, Financial Reporting, Mergers & Acquisitions, Acquisition Integration, Internal Controls, Strategic Financial..., Leadership, Management Consulting, Contract Negotiation, SEC filings, Forecasting, Business Process..., Process Improvement, Project Planning, Risk Management, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Competitive Analysis, Consolidation, Sarbanes-Oxley, US GAAP, Restructuring, Cash Management, Financial Forecasting, Due Diligence, Executive Management, Valuation, Cash Flow
Education
San Diego State University-California State University 1983 — 1986
MBA, Finance
University of Missouri-Columbia 1977 — 1980
BSBA, Accounting, 3.0
Orange Glen High School
Mark Heil Mark Heil's Tatum LLC Experience January 2005 - July 2007
Job President and CFO at Ascendant Solutions
Industry Venture Capital & Private Equity
Experience
Ascendant Solutions April 2014 - Present
Ascendant Solutions July 2007 - Present
Tatum LLC January 2005 - July 2007
American Excelsior Co 1986 - 2001
KPMG 1983 - 1986
Skills
Private Equity, International, Mergers, Acquistion, Public Companies, SEC filings, Staff Development, System Implementations, Lines Of Credit, SOX Compliancy, Financial Reporting, Corporate Finance, Financial Modeling, Big 4, Strategic Planning, Cost Accounting, Healthcare, Manufacturing, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Revenue Recognition, CPA, Due Diligence, Sarbanes-Oxley, Restructuring, GAAP, Divestitures, SEC Filings, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Accounting
Ascendant Solutions April 2014 - Present
Ascendant Solutions July 2007 - Present
Tatum LLC January 2005 - July 2007
American Excelsior Co 1986 - 2001
KPMG 1983 - 1986
Skills
Private Equity, International, Mergers, Acquistion, Public Companies, SEC filings, Staff Development, System Implementations, Lines Of Credit, SOX Compliancy, Financial Reporting, Corporate Finance, Financial Modeling, Big 4, Strategic Planning, Cost Accounting, Healthcare, Manufacturing, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Revenue Recognition, CPA, Due Diligence, Sarbanes-Oxley, Restructuring, GAAP, Divestitures, SEC Filings, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Accounting
Doug Cunningham Doug Cunningham's Tatum LLC Experience August 2006 - January 2012
Job Client Service Executive, HireBetter
Industry Management Consulting
Experience
HireBetter August 2015 - Present
Cunningham Advisors, LLC January 2013 - July 2015
Tatum LLC August 2006 - January 2012
The Controller Group April 2005 - August 2006
Cunningham Consulting 2002 - 2005
Crossroads Systems 1999 - 2002
PricewaterhouseCoopers 1993 - 1999
BDO Seidman, LLP 1990 - 1993
Baker Hughes 1987 - 1990
BDO Seidman, LLP 1985 - 1987
Skills
Mergers, SEC filings, Due Diligence, IPO, Financial Reporting, Sarbanes-Oxley Act, Venture Capital, Executive Management, Acquisition Integration, Strategic Planning, Forecasting, Start-ups, Internal Controls, Financial Analysis, GAAP, Risk Management, Accounting, Divestitures, Auditing, Sarbanes-Oxley, Mergers & Acquisitions, Process Improvement, Private Equity, Leadership, Strategic Financial..., Internal Audit, Restructuring, Corporate Finance, Finance, Strategy, Budgets, Managerial Finance, Management, Analysis, Management Consulting, Financial Services, Financial Modeling, Financial Planning, SEC Filings
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
cyfair
cyfair
cypress fairbanks high school
HireBetter August 2015 - Present
Cunningham Advisors, LLC January 2013 - July 2015
Tatum LLC August 2006 - January 2012
The Controller Group April 2005 - August 2006
Cunningham Consulting 2002 - 2005
Crossroads Systems 1999 - 2002
PricewaterhouseCoopers 1993 - 1999
BDO Seidman, LLP 1990 - 1993
Baker Hughes 1987 - 1990
BDO Seidman, LLP 1985 - 1987
Skills
Mergers, SEC filings, Due Diligence, IPO, Financial Reporting, Sarbanes-Oxley Act, Venture Capital, Executive Management, Acquisition Integration, Strategic Planning, Forecasting, Start-ups, Internal Controls, Financial Analysis, GAAP, Risk Management, Accounting, Divestitures, Auditing, Sarbanes-Oxley, Mergers & Acquisitions, Process Improvement, Private Equity, Leadership, Strategic Financial..., Internal Audit, Restructuring, Corporate Finance, Finance, Strategy, Budgets, Managerial Finance, Management, Analysis, Management Consulting, Financial Services, Financial Modeling, Financial Planning, SEC Filings
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
cyfair
cyfair
cypress fairbanks high school
Amanda Middendorf Amanda Middendorf's Tatum LLC Experience November 2009 - January 2011
Job Human Resources Manager at Surfside Lubes, LLC
Industry Human Resources
Experience
Surfside Lubes, LLC March 2013 - Present
Surfside Lubes, LLC March 2013 - November 2013
The CSI Companies August 2012 - March 2013
LeasePlan January 2011 - August 2012
Tatum LLC November 2009 - January 2011
Center for Behavioral Decision Research (Carnegie Mellon University) June 2009 - August 2009
Youth Villages August 2008 - December 2008
Youth Villages May 2008 - August 2008
Skills
Event Planning, Microsoft Excel, Public Speaking, Customer Service, Event Management, Human Resources, Employee Relations, Staffing Services, Contract Recruitment, Leadership, Employee Benefits, Training, Interviews, Performance Management, Onboarding, Management, Screening, Sourcing, Leadership Development, Employee Engagement, Executive Search, Personnel Management, Business Development, Talent Management, New Hire Orientations, Succession Planning
Education
University of Florida 2014 — 2016
MBA Candidate
Rhodes College 2005 — 2009
BA, Psychology
Surfside Lubes, LLC March 2013 - Present
Surfside Lubes, LLC March 2013 - November 2013
The CSI Companies August 2012 - March 2013
LeasePlan January 2011 - August 2012
Tatum LLC November 2009 - January 2011
Center for Behavioral Decision Research (Carnegie Mellon University) June 2009 - August 2009
Youth Villages August 2008 - December 2008
Youth Villages May 2008 - August 2008
Skills
Event Planning, Microsoft Excel, Public Speaking, Customer Service, Event Management, Human Resources, Employee Relations, Staffing Services, Contract Recruitment, Leadership, Employee Benefits, Training, Interviews, Performance Management, Onboarding, Management, Screening, Sourcing, Leadership Development, Employee Engagement, Executive Search, Personnel Management, Business Development, Talent Management, New Hire Orientations, Succession Planning
Education
University of Florida 2014 — 2016
MBA Candidate
Rhodes College 2005 — 2009
BA, Psychology
Kellie Kao Miles, CPA Kellie Kao Miles, CPA's Tatum LLC Experience 2009 - 2011
Job Associate Broker and Certified International Property Specialist at Coldwell Banker Real Estate
Industry Real Estate
Experience
Coldwell Banker Real Estate 2011 - Present
Tatum LLC 2009 - 2011
NXTV, Inc. 1997 - 2009
Education
University of California, Los Angeles
BA, Economics
University of California, Los Angeles - The Anderson School of Management
Graduate of the Executive Program in Management
Coldwell Banker Real Estate 2011 - Present
Tatum LLC 2009 - 2011
NXTV, Inc. 1997 - 2009
Education
University of California, Los Angeles
BA, Economics
University of California, Los Angeles - The Anderson School of Management
Graduate of the Executive Program in Management
Adam Fenster Adam Fenster's Tatum LLC Experience 2008 - 2009
Job Chief Financial Officer at Escalera Resources Co.
Industry Financial Services
Experience
Escalera Resources Co. January 2014 - Present
AW Fenster & Co. 2008 - Present
PCF SaleCo, LLC and Summit Investments, Inc. May 2012 - July 2013
Tatum LLC 2008 - 2009
Shoebacca.com 2007 - 2008
Nafta Traders, Inc. 2005 - 2008
Southwest Housing 2004 - 2005
Madison Capital Management 2000 - 2004
Einstein/Noah Bagel Corp. 1999 - 2000
Richfield Hospitality 1996 - 1999
Skills
PeopleSoft, Business Development, NetSuite, Movex, Forecasting, ERP, Financial Modeling, Start-ups, Strategy, Business Intelligence, Finance, Accounting, Auditing, Financial Accounting, E-commerce, Risk Management, Leadership, Restructuring, Sarbanes-Oxley Act, Strategic Planning, Entrepreneurship, Due Diligence, Management, CPA, SEC filings, Mergers & Acquisitions, Executive Management, Managerial Finance, Private Equity
Education
University of Arizona 1988 — 1992
BSBA
Escalera Resources Co. January 2014 - Present
AW Fenster & Co. 2008 - Present
PCF SaleCo, LLC and Summit Investments, Inc. May 2012 - July 2013
Tatum LLC 2008 - 2009
Shoebacca.com 2007 - 2008
Nafta Traders, Inc. 2005 - 2008
Southwest Housing 2004 - 2005
Madison Capital Management 2000 - 2004
Einstein/Noah Bagel Corp. 1999 - 2000
Richfield Hospitality 1996 - 1999
Skills
PeopleSoft, Business Development, NetSuite, Movex, Forecasting, ERP, Financial Modeling, Start-ups, Strategy, Business Intelligence, Finance, Accounting, Auditing, Financial Accounting, E-commerce, Risk Management, Leadership, Restructuring, Sarbanes-Oxley Act, Strategic Planning, Entrepreneurship, Due Diligence, Management, CPA, SEC filings, Mergers & Acquisitions, Executive Management, Managerial Finance, Private Equity
Education
University of Arizona 1988 — 1992
BSBA
Burke Autrey's Tatum LLC Experience January 2001 - October 2008
Job President and COO at Fortium Partners, LP
Industry Information Technology and Services
Experience
Fortium Partners LP April 2014 - Present
Ristken Software Services August 2011 - December 2013
SourceHOV October 2008 - June 2011
Tatum, LLC January 2001 - October 2008
Inspirus, LLC June 2007 - December 2007
Corprasoft, Inc. June 2004 - April 2006
GTESS Corporation 2004 - 2006
Emerging Enterprise Solutions September 1997 - December 2000
The Walt Disney Company December 1994 - September 1997
Earth Preserv October 1993 - December 1994
Skills
Outsourcing, Strategy, SaaS, IT Strategy, Professional Services, Start-ups, Business Analysis, Software Development, Consulting, Management Consulting, Executive Management, Management, Leadership, Integration, Information Technology, Strategic Planning, Agile Methodologies, Business Intelligence, Vendor Management, SDLC, Business Strategy, Program Management, Enterprise Architecture, Product Management, Business Process..., Cloud Computing, Process Improvement, IT Management, Enterprise Software, Project Management, Business Process, Change Management, CRM, Software Project..., IT Operations, Governance, ERP, E-commerce, Agile, Software Product..., Interim Management, Interim Management...
Education
The University of Texas at Austin 1984 — 1988
BBA, Information Systems
University of Phoenix 1998 — 2000
MBA, Technology Management
Plano Senior High 1982 — 1984
High School
Fortium Partners LP April 2014 - Present
Ristken Software Services August 2011 - December 2013
SourceHOV October 2008 - June 2011
Tatum, LLC January 2001 - October 2008
Inspirus, LLC June 2007 - December 2007
Corprasoft, Inc. June 2004 - April 2006
GTESS Corporation 2004 - 2006
Emerging Enterprise Solutions September 1997 - December 2000
The Walt Disney Company December 1994 - September 1997
Earth Preserv October 1993 - December 1994
Skills
Outsourcing, Strategy, SaaS, IT Strategy, Professional Services, Start-ups, Business Analysis, Software Development, Consulting, Management Consulting, Executive Management, Management, Leadership, Integration, Information Technology, Strategic Planning, Agile Methodologies, Business Intelligence, Vendor Management, SDLC, Business Strategy, Program Management, Enterprise Architecture, Product Management, Business Process..., Cloud Computing, Process Improvement, IT Management, Enterprise Software, Project Management, Business Process, Change Management, CRM, Software Project..., IT Operations, Governance, ERP, E-commerce, Agile, Software Product..., Interim Management, Interim Management...
Education
The University of Texas at Austin 1984 — 1988
BBA, Information Systems
University of Phoenix 1998 — 2000
MBA, Technology Management
Plano Senior High 1982 — 1984
High School
Sam Norwood Sam Norwood's Tatum LLC Experience 1997 - 2010
Job Corporate Financial Advisor
Industry Management Consulting
Experience
Norwood Analytics January 2014 - Present
Samuel W. Norwood February 2010 - Present
Tatum, LLC 1997 - 2010
Vista Resources, Inc January 1990 - July 1995
Williams Service Group, Inc. May 1989 - July 1990
Fuqua Industries, Inc. January 1975 - May 1989
Skills
Economics, Financial Modeling, Management Consulting, Financial Analysis, Business Strategy, Economic Research, Analysis, Business Analysis, Macroeconomics, Finance, Due Diligence, Mergers & Acquisitions, Start-ups, Managerial Finance, Corporate Development, Strategy, Valuation, Investments, Private Equity, Venture Capital, Strategic Financial..., Restructuring, Executive Management, Business Valuation, Portfolio Management, Business Planning, Corporate Finance, Acquisition Integration, Entrepreneurship, Risk Management, Financial Reporting, IPO, Asset Management, Forecasting, M&A experience, Cash Flow, Business Process..., Cash Management, Private Placements, Working Capital..., Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Turn Around Management, Corporate Governance, Business Development, Auditing
Education
University of Chicago Graduate School of Business 1964 — 1965
Master of Business Administration (MBA), Financial Management
Tulane University 1961 — 1963
Bachelor of Arts (B.A.), History and Economics
Vanderbilt University 1959 — 1961
Biology and chemistry
Norwood Analytics January 2014 - Present
Samuel W. Norwood February 2010 - Present
Tatum, LLC 1997 - 2010
Vista Resources, Inc January 1990 - July 1995
Williams Service Group, Inc. May 1989 - July 1990
Fuqua Industries, Inc. January 1975 - May 1989
Skills
Economics, Financial Modeling, Management Consulting, Financial Analysis, Business Strategy, Economic Research, Analysis, Business Analysis, Macroeconomics, Finance, Due Diligence, Mergers & Acquisitions, Start-ups, Managerial Finance, Corporate Development, Strategy, Valuation, Investments, Private Equity, Venture Capital, Strategic Financial..., Restructuring, Executive Management, Business Valuation, Portfolio Management, Business Planning, Corporate Finance, Acquisition Integration, Entrepreneurship, Risk Management, Financial Reporting, IPO, Asset Management, Forecasting, M&A experience, Cash Flow, Business Process..., Cash Management, Private Placements, Working Capital..., Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Turn Around Management, Corporate Governance, Business Development, Auditing
Education
University of Chicago Graduate School of Business 1964 — 1965
Master of Business Administration (MBA), Financial Management
Tulane University 1961 — 1963
Bachelor of Arts (B.A.), History and Economics
Vanderbilt University 1959 — 1961
Biology and chemistry
Colleen Freeman Colleen Freeman's Tatum LLC Experience November 2008 - November 2010
Job Partner at Beacon Resources | Recruiter, Interim & Direct Hire Finance & Accounting Professionals
Industry Staffing and Recruiting
Experience
Beacon Resources - a DLC company November 2010 - July 2015
Tatum LLC November 2008 - November 2010
CTC August 2001 - November 2008
Robert Half International July 1996 - August 2001
Vantage Point Products Corporation 1991 - 1996
Skills
Accounting, SEC filings, Recruiting, Financial Analysis, Sarbanes-Oxley Act, Finance, Temporary Placement, Staffing Services, Mergers, Temporary Staffing, Screening Resumes, Sourcing, Interim Recruiting, Interviewing
Education
San Diego State University-California State University
Business
Beacon Resources - a DLC company November 2010 - July 2015
Tatum LLC November 2008 - November 2010
CTC August 2001 - November 2008
Robert Half International July 1996 - August 2001
Vantage Point Products Corporation 1991 - 1996
Skills
Accounting, SEC filings, Recruiting, Financial Analysis, Sarbanes-Oxley Act, Finance, Temporary Placement, Staffing Services, Mergers, Temporary Staffing, Screening Resumes, Sourcing, Interim Recruiting, Interviewing
Education
San Diego State University-California State University
Business
Bruce Butler Bruce Butler's Tatum LLC Experience 2004 - 2008
Job Chief Executive Officer at Valley Health Plan
Industry Hospital & Health Care
Experience
County of Santa Clara March 2015 - Present
University of California February 2013 - March 2015
Presbyterian Health Plan 2008 - 2013
Tatum LLC 2004 - 2008
Vivius Inc. 2001 - 2004
Medical Alliance Partnership 1995 - 2000
Premier, Inc. 1992 - 1994
United Healthcare 1989 - 1991
Aetna Health Plans 1987 - 1990
American MedCenters, Inc. (acquired into Partners/Aetna) 1985 - 1987
Skills
Health Insurance, Managed Care, Healthcare Information..., Healthcare Management, Health Policy, Underwriting, Reinsurance, Valuation, Financial Analysis, Strategic Planning, Process Improvement, Financial Modeling, Insurance, Healthcare
Education
The University of Chicago Booth School of Business 1980 — 1984
MBA
Stanford University 1975 — 1979
BA
Hinsdale Central High School, IL 1971 — 1975
County of Santa Clara March 2015 - Present
University of California February 2013 - March 2015
Presbyterian Health Plan 2008 - 2013
Tatum LLC 2004 - 2008
Vivius Inc. 2001 - 2004
Medical Alliance Partnership 1995 - 2000
Premier, Inc. 1992 - 1994
United Healthcare 1989 - 1991
Aetna Health Plans 1987 - 1990
American MedCenters, Inc. (acquired into Partners/Aetna) 1985 - 1987
Skills
Health Insurance, Managed Care, Healthcare Information..., Healthcare Management, Health Policy, Underwriting, Reinsurance, Valuation, Financial Analysis, Strategic Planning, Process Improvement, Financial Modeling, Insurance, Healthcare
Education
The University of Chicago Booth School of Business 1980 — 1984
MBA
Stanford University 1975 — 1979
BA
Hinsdale Central High School, IL 1971 — 1975
John H Sanders, CPA John H Sanders, CPA's Tatum LLC Experience March 2010 - Present
Job Partner at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC March 2010 - Present
ACG Houston 2004 - 2013
BKD, LLP January 2002 - February 2010
Various January 1997 - January 2002
Environmental Services January 1989 - January 1997
Financial Services Industry January 1985 - January 1989
Arthur Andersen & Co January 1973 - January 1985
Skills
Mergers, Due Diligence, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Managerial Finance, Start-ups, Strategic Financial..., Finance, Mergers & Acquisitions, Private Equity, Investments, Sales, Financial Services, Management Consulting, Risk Management, Restructuring, Business Transformation, Acquisition Integration, Accounting, Financial Risk, Business Process..., CPA, Executive Management, Corporate Finance, Portfolio Management, Valuation, IPO, Business Development, Treasury Management, Acquisitions, Financial Structuring, Business Valuation, SEC filings, Consolidation, Investor Relations, Sarbanes-Oxley Act, Divestitures, Treasury, Enterprise Risk..., Internal Controls, Corporate Development, M&A experience, US GAAP, Venture Capital, Corporate Governance, Cash Management, GAAP
Education
Sam Houston State University
MBA, Finance
University of South Alabama 1970 — 1973
BS, Accounting
Louisville Male High School
Tatum LLC March 2010 - Present
ACG Houston 2004 - 2013
BKD, LLP January 2002 - February 2010
Various January 1997 - January 2002
Environmental Services January 1989 - January 1997
Financial Services Industry January 1985 - January 1989
Arthur Andersen & Co January 1973 - January 1985
Skills
Mergers, Due Diligence, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Managerial Finance, Start-ups, Strategic Financial..., Finance, Mergers & Acquisitions, Private Equity, Investments, Sales, Financial Services, Management Consulting, Risk Management, Restructuring, Business Transformation, Acquisition Integration, Accounting, Financial Risk, Business Process..., CPA, Executive Management, Corporate Finance, Portfolio Management, Valuation, IPO, Business Development, Treasury Management, Acquisitions, Financial Structuring, Business Valuation, SEC filings, Consolidation, Investor Relations, Sarbanes-Oxley Act, Divestitures, Treasury, Enterprise Risk..., Internal Controls, Corporate Development, M&A experience, US GAAP, Venture Capital, Corporate Governance, Cash Management, GAAP
Education
Sam Houston State University
MBA, Finance
University of South Alabama 1970 — 1973
BS, Accounting
Louisville Male High School
Kathy Dempsey's Tatum LLC Experience October 2006 - March 2011
Job Consultant at Community Health Charities
Industry Nonprofit Organization Management
Experience
Community Health Charities May 2013 - July 2013
Tatum LLC October 2006 - March 2011
NAACP July 2009 - December 2009
Envision EMI, LLC July 2008 - August 2008
MedStar Research Institute/ MedStar Health November 2006 - August 2007
National Education Foundation October 2006 - January 2007
National Cathedral School July 2004 - April 2005
American Psychiatric Association November 1998 - February 2003
National Food Processors Association / Food Products Association September 1994 - May 1998
Northwestern Mutual Life November 1990 - December 1993
Skills
Budgeting, Financial Reporting, Internal Controls, Financial Analysis, Non-profits, Forecasting, Process Improvement, Team Building, Administration, Problem Solving, Strategic Planning, Change Management, Cash Management, Staff Development, Financial Management, Budgets, Managerial Finance, Accounting, Nonprofits, Executive Management, Finance, Strategy, Corporate Finance, Analysis, Leadership, Program Management, Management, Risk Management, Human Resources, Cash Flow, Internal Audit, Business Planning
Education
The George Washington University 1982 — 1985
MBA, Finance
University of Maryland College Park 1972 — 1975
BS, Accounting
Community Health Charities May 2013 - July 2013
Tatum LLC October 2006 - March 2011
NAACP July 2009 - December 2009
Envision EMI, LLC July 2008 - August 2008
MedStar Research Institute/ MedStar Health November 2006 - August 2007
National Education Foundation October 2006 - January 2007
National Cathedral School July 2004 - April 2005
American Psychiatric Association November 1998 - February 2003
National Food Processors Association / Food Products Association September 1994 - May 1998
Northwestern Mutual Life November 1990 - December 1993
Skills
Budgeting, Financial Reporting, Internal Controls, Financial Analysis, Non-profits, Forecasting, Process Improvement, Team Building, Administration, Problem Solving, Strategic Planning, Change Management, Cash Management, Staff Development, Financial Management, Budgets, Managerial Finance, Accounting, Nonprofits, Executive Management, Finance, Strategy, Corporate Finance, Analysis, Leadership, Program Management, Management, Risk Management, Human Resources, Cash Flow, Internal Audit, Business Planning
Education
The George Washington University 1982 — 1985
MBA, Finance
University of Maryland College Park 1972 — 1975
BS, Accounting
Jenelle Semar Jenelle Semar's Tatum LLC Experience August 2005 - May 2007
Job Executive Assistant to COO, CFO & SVP of Finance at Harden Healthcare
Industry Executive Office
Experience
Harden Healthcare February 2009 - December 2013
The Patient Recruiting Agency July 2007 - July 2008
Tatum LLC August 2005 - May 2007
The Cobalt Group April 2002 - April 2005
QuickArrow August 2000 - December 2001
Planview, Inc. June 1997 - July 2000
Skills
Event Planning, Recruiting, Payroll, Healthcare, Sales, Budgets, Account Reconciliation, Leadership, Strategic Planning, Marketing, QuickBooks, Management, Hospitals, PeopleSoft, Office Administration, Managed Care, Invoicing, Customer Service, Human Resources, Healthcare Management, Team Building, Sales Operations, Finance, Training, Outlook, Employee Benefits
Education
Sam Houston State University 1987 — 1991
Fashion Merchandising
Harden Healthcare February 2009 - December 2013
The Patient Recruiting Agency July 2007 - July 2008
Tatum LLC August 2005 - May 2007
The Cobalt Group April 2002 - April 2005
QuickArrow August 2000 - December 2001
Planview, Inc. June 1997 - July 2000
Skills
Event Planning, Recruiting, Payroll, Healthcare, Sales, Budgets, Account Reconciliation, Leadership, Strategic Planning, Marketing, QuickBooks, Management, Hospitals, PeopleSoft, Office Administration, Managed Care, Invoicing, Customer Service, Human Resources, Healthcare Management, Team Building, Sales Operations, Finance, Training, Outlook, Employee Benefits
Education
Sam Houston State University 1987 — 1991
Fashion Merchandising
Richard Surratt Richard Surratt's Tatum LLC Experience August 2013 - September 2014
Job VP Corporate Development and Strategic Initiatives at Namibia Rare Earths Inc.
Industry Education Management
Experience
Namibia Rare Earths Inc (TSX: NRE) September 2014 - Present
Tatum LLC August 2013 - September 2014
Cambium Learning Group (NASDAQ: ABCD) December 2009 - August 2013
Arbitron Inc. (NYSE: ARB) February 2011 - June 2012
Voyager Learning Company (formerly ProQuest Company) January 2007 - December 2009
ProQuest Company (NYSE: PQE) November 2005 - January 2007
Independence Air (NASDAQ: FLYI) November 1999 - October 2005
Mobil Oil January 1998 - November 1999
Mobil Oil January 1995 - December 1997
Mobil Oil January 1994 - January 1995
Skills
Due Diligence, IPO, Strategic Planning, Financial Modeling, Cash Management, Turn Around Management, CFO, Capital Markets, Mergers, Acquistions, M&A experience, Financing, Debt, Hedging, Business Development, Business Strategy, Financial Reporting, Turnaround Experience, Distressed Debt, Interim CFO, Board of Directors, Audience Measurement, Education, Blended Learning, Digital Media, Oil & Gas Industry, Airlines, Software Development, Latin America, Managerial Finance, Finance, Private Equity, Investor Relations, Sarbanes-Oxley Act, Mergers, Corporate Development, Financial Analysis, Strategy
Education
Stanford University Graduate School of Business 1989 — 1991
MBA, Finance
The George Washington University 1985 — 1988
M.S, Fluid Mechanics and Thermal Sciences
United States Merchant Marine Academy 1979 — 1983
B.S, Marine Engineering Systems
Namibia Rare Earths Inc (TSX: NRE) September 2014 - Present
Tatum LLC August 2013 - September 2014
Cambium Learning Group (NASDAQ: ABCD) December 2009 - August 2013
Arbitron Inc. (NYSE: ARB) February 2011 - June 2012
Voyager Learning Company (formerly ProQuest Company) January 2007 - December 2009
ProQuest Company (NYSE: PQE) November 2005 - January 2007
Independence Air (NASDAQ: FLYI) November 1999 - October 2005
Mobil Oil January 1998 - November 1999
Mobil Oil January 1995 - December 1997
Mobil Oil January 1994 - January 1995
Skills
Due Diligence, IPO, Strategic Planning, Financial Modeling, Cash Management, Turn Around Management, CFO, Capital Markets, Mergers, Acquistions, M&A experience, Financing, Debt, Hedging, Business Development, Business Strategy, Financial Reporting, Turnaround Experience, Distressed Debt, Interim CFO, Board of Directors, Audience Measurement, Education, Blended Learning, Digital Media, Oil & Gas Industry, Airlines, Software Development, Latin America, Managerial Finance, Finance, Private Equity, Investor Relations, Sarbanes-Oxley Act, Mergers, Corporate Development, Financial Analysis, Strategy
Education
Stanford University Graduate School of Business 1989 — 1991
MBA, Finance
The George Washington University 1985 — 1988
M.S, Fluid Mechanics and Thermal Sciences
United States Merchant Marine Academy 1979 — 1983
B.S, Marine Engineering Systems
Skip Stringham Skip Stringham's Tatum LLC Experience April 2006 - June 2008
Job Senior Consulting Professional Passionate About Reducing Costs, Improving CX, Strategic Planning
Industry Management Consulting
Experience
The Stringham Group August 2014 - Present
Oracle Service Cloud - RightNow October 2012 - August 2014
Right Now Technologies June 2008 - October 2012
The Stringham Group April 2007 - June 2008
Deer Park Group, Inc. December 2006 - June 2008
Tatum LLC April 2006 - June 2008
Frontrunner Network Systems April 2007 - October 2007
Customer Cubed December 2006 - April 2007
The Stringham Group April 2001 - April 2007
RSM McGladrey August 1998 - April 2001
Skills
Call Center, Integration, Networking, Strategy, Telecommunications, Project Management, CRM, Outsourcing, CTI, Quality Control, Process Improvement, Management, Customer Experience, Professional Services, Leadership, Recruiting, Product Management, SaaS, Training, Analytics, Enterprise Software, Management Consulting, Start-ups, Business Analysis, VoIP, Team Leadership, New Business Development, Call Centers, Business Development, Strategic Partnerships, Budgets, Contact Centers, Project Planning, Cross-functional Team..., Change Management, Consulting, Program Management, Account Management, Forecasting, Negotiation, Cloud Computing, Selling, Solution Selling, Business Process..., Business Intelligence, Vendor Management, Business Process, Pre-sales, Salesforce.com, Strategic Planning
Education
Saint Mary's University of Minnesota 1967 — 1971
BA, History, Philosophy
The Stringham Group August 2014 - Present
Oracle Service Cloud - RightNow October 2012 - August 2014
Right Now Technologies June 2008 - October 2012
The Stringham Group April 2007 - June 2008
Deer Park Group, Inc. December 2006 - June 2008
Tatum LLC April 2006 - June 2008
Frontrunner Network Systems April 2007 - October 2007
Customer Cubed December 2006 - April 2007
The Stringham Group April 2001 - April 2007
RSM McGladrey August 1998 - April 2001
Skills
Call Center, Integration, Networking, Strategy, Telecommunications, Project Management, CRM, Outsourcing, CTI, Quality Control, Process Improvement, Management, Customer Experience, Professional Services, Leadership, Recruiting, Product Management, SaaS, Training, Analytics, Enterprise Software, Management Consulting, Start-ups, Business Analysis, VoIP, Team Leadership, New Business Development, Call Centers, Business Development, Strategic Partnerships, Budgets, Contact Centers, Project Planning, Cross-functional Team..., Change Management, Consulting, Program Management, Account Management, Forecasting, Negotiation, Cloud Computing, Selling, Solution Selling, Business Process..., Business Intelligence, Vendor Management, Business Process, Pre-sales, Salesforce.com, Strategic Planning
Education
Saint Mary's University of Minnesota 1967 — 1971
BA, History, Philosophy
Liz Propp Liz Propp's Tatum LLC Experience November 2008 - September 2013
Job Chief Financial Officer at Dameron Hospital Association
Industry Hospital & Health Care
Experience
Dameron Hospital Association September 2013 - Present
Dameron Hospital Association February 2013 - Present
Tatum LLC November 2008 - September 2013
Loyola University Medical Center July 2012 - February 2013
St. Joseph Mercy Hospital Ann Arbor, MI January 2011 - September 2011
Adena Health System Chillicothe, OH July 2009 - December 2010
Vail Valley Medical Center 2004 - 2008
HFMA 1997 - 2004
Skills
Financial Analysis, Healthcare Management, Revenue Cycle, Product Management, Healthcare, Hospitals, Financial Reporting, Healthcare Consulting, Mergers & Acquisitions, Process Improvement, Strategic Planning, Healthcare Information..., Change Management, Management Consulting, Leadership, Healthcare Industry, Finance, Performance Improvement, Executive Management, Physicians, HIPAA, Managerial Finance, Medicare, Team Building, Budgets
Education
The University of Dallas 1992 — 1995
MBA, Healthcare Administration
Texas Tech University 1978 — 1982
BBA, Accounting
Dameron Hospital Association September 2013 - Present
Dameron Hospital Association February 2013 - Present
Tatum LLC November 2008 - September 2013
Loyola University Medical Center July 2012 - February 2013
St. Joseph Mercy Hospital Ann Arbor, MI January 2011 - September 2011
Adena Health System Chillicothe, OH July 2009 - December 2010
Vail Valley Medical Center 2004 - 2008
HFMA 1997 - 2004
Skills
Financial Analysis, Healthcare Management, Revenue Cycle, Product Management, Healthcare, Hospitals, Financial Reporting, Healthcare Consulting, Mergers & Acquisitions, Process Improvement, Strategic Planning, Healthcare Information..., Change Management, Management Consulting, Leadership, Healthcare Industry, Finance, Performance Improvement, Executive Management, Physicians, HIPAA, Managerial Finance, Medicare, Team Building, Budgets
Education
The University of Dallas 1992 — 1995
MBA, Healthcare Administration
Texas Tech University 1978 — 1982
BBA, Accounting
Ike Wright's Tatum LLC Experience August 2007 - April 2008
Job President IKW Holdings, Inc.
Industry Executive Office
Experience
IKW Holdings Inc. November 2003 - Present
Focused Change International November 2011 - August 2012
The SRC Group June 2008 - February 2011
Tatum LLC August 2007 - April 2008
Mobile Tool International, Inc. May 1994 - February 2002
MTI Insulated Products, Inc. February 1999 - December 2001
CoorsTek 1980 - 1994
Skills
Cross-functional Team..., Strategic Leadership, Performance Improvement, Operational Excellence, Continuous Improvement, Fundraising, Capital Markets, Financial Management, Cash Flow, Accounting, Acquisition Integration, Sustainability, Team Building, Chief Financial Officer, Chief Operating Officer, President, Board of Directors, Corporate Governance, Mergers, Operations Management, Compliance, ERP, Organizational..., International Management, Private Placements, International Operations, Strategic Planning, Business Strategy, Forecasting, Financial Analysis, Business Planning, Process Improvement, Financial Planning, Budgeting, Risk Management, P&L Management, Financial Modeling, Financial Reporting, Contract Negotiations, Management Consulting, Corporate Finance, Strategy Development, Due Diligence, Change Management, Cost Reduction, Executive Management, Cost Accounting, Manufacturing, Contract Negotiation, Venture Capital
Education
University of Denver - Daniels College of Business 1989 — 1991
MBA, Business
University of Colorado Denver 1982 — 1986
Bachelors, Business, Accounting
IKW Holdings Inc. November 2003 - Present
Focused Change International November 2011 - August 2012
The SRC Group June 2008 - February 2011
Tatum LLC August 2007 - April 2008
Mobile Tool International, Inc. May 1994 - February 2002
MTI Insulated Products, Inc. February 1999 - December 2001
CoorsTek 1980 - 1994
Skills
Cross-functional Team..., Strategic Leadership, Performance Improvement, Operational Excellence, Continuous Improvement, Fundraising, Capital Markets, Financial Management, Cash Flow, Accounting, Acquisition Integration, Sustainability, Team Building, Chief Financial Officer, Chief Operating Officer, President, Board of Directors, Corporate Governance, Mergers, Operations Management, Compliance, ERP, Organizational..., International Management, Private Placements, International Operations, Strategic Planning, Business Strategy, Forecasting, Financial Analysis, Business Planning, Process Improvement, Financial Planning, Budgeting, Risk Management, P&L Management, Financial Modeling, Financial Reporting, Contract Negotiations, Management Consulting, Corporate Finance, Strategy Development, Due Diligence, Change Management, Cost Reduction, Executive Management, Cost Accounting, Manufacturing, Contract Negotiation, Venture Capital
Education
University of Denver - Daniels College of Business 1989 — 1991
MBA, Business
University of Colorado Denver 1982 — 1986
Bachelors, Business, Accounting
Jim Frakes Jim Frakes's Tatum LLC Experience 2007 - 2010
Job CFO at Aethlon Medical, Inc.
Industry Medical Devices
Experience
Aethlon Medical, Inc. January 2008 - Present
Tatum LLC 2007 - 2010
Youth Tennis San Diego January 2005 - December 2009
Left Behind Games Inc. November 2006 - March 2008
NTN Buzztime 2001 - 2005
Play Co. Toys 1997 - 2001
Skills
Start-ups, Mergers, Private Equity, Corporate Finance, Strategic Planning, Corporate Development, Due Diligence, Management, Finance, Financial Modeling, Venture Capital, Managerial Finance, Mergers & Acquisitions, Strategic Partnerships, Business Development, Restructuring, Financial Analysis, Strategy, Executive Management, Tennis, Entrepreneurship, IPO, Nonprofits
Education
University of Southern California - Marshall School of Business 1978 — 1980
MBA, Finance
Stanford University 1975 — 1978
BA, History
San Marcos High School 1972 — 1975
Aethlon Medical, Inc. January 2008 - Present
Tatum LLC 2007 - 2010
Youth Tennis San Diego January 2005 - December 2009
Left Behind Games Inc. November 2006 - March 2008
NTN Buzztime 2001 - 2005
Play Co. Toys 1997 - 2001
Skills
Start-ups, Mergers, Private Equity, Corporate Finance, Strategic Planning, Corporate Development, Due Diligence, Management, Finance, Financial Modeling, Venture Capital, Managerial Finance, Mergers & Acquisitions, Strategic Partnerships, Business Development, Restructuring, Financial Analysis, Strategy, Executive Management, Tennis, Entrepreneurship, IPO, Nonprofits
Education
University of Southern California - Marshall School of Business 1978 — 1980
MBA, Finance
Stanford University 1975 — 1978
BA, History
San Marcos High School 1972 — 1975
Shauna Wager Robertson's Tatum LLC Experience October 2007 - September 2009
Job Project Manager at DemandGen
Industry Management Consulting
Experience
DemandGen December 2013 - Present
TPAAK 2011 - Present
SonoSite September 2009 - June 2013
Bellevue College 2005 - 2010
Tatum LLC October 2007 - September 2009
Robertson and Associates November 2006 - October 2007
X6 Technologies December 2005 - November 2006
FedEx Office April 2004 - December 2005
Kinko's May 2003 - April 2004
Kinko's December 2002 - May 2003
Skills
Coaching, Project Management, Problem Solving, Software Project..., Lead Management, Eloqua, Cross-functional Team..., Management, Sales, Business Development, Marketing, Program Management, Marketing Strategy, Product Management, Salesforce.com, Cross-platform..., Leadership, Integration, Enterprise Software, Process Improvement, Business Process, Vendor Management, Product Development, Change Management, Training, Business Planning, Operations Management, Software Documentation, Outsourcing, ERP, Team Management, Budgets, Digital Marketing, SharePoint, Strategy, CRM, Start-ups
Education
Eloqua Master 2011 — 2012
Master Certificate and Revenue Life Cycle Management, Revenue Performance Management, Eloqua
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2011
Digital Marketing MBA
Villanova University 2008 — 2009
PM Master Certificate, Project Management & The office of Project Management
University of Oregon 1988 — 1991
Exercise Physiology and English, Minor In Business
Washington State University 1986 — 1987
Undergrad work, The science of human movement
Holy Names Academy Seattle 1982 — 1985
Diploma
DemandGen December 2013 - Present
TPAAK 2011 - Present
SonoSite September 2009 - June 2013
Bellevue College 2005 - 2010
Tatum LLC October 2007 - September 2009
Robertson and Associates November 2006 - October 2007
X6 Technologies December 2005 - November 2006
FedEx Office April 2004 - December 2005
Kinko's May 2003 - April 2004
Kinko's December 2002 - May 2003
Skills
Coaching, Project Management, Problem Solving, Software Project..., Lead Management, Eloqua, Cross-functional Team..., Management, Sales, Business Development, Marketing, Program Management, Marketing Strategy, Product Management, Salesforce.com, Cross-platform..., Leadership, Integration, Enterprise Software, Process Improvement, Business Process, Vendor Management, Product Development, Change Management, Training, Business Planning, Operations Management, Software Documentation, Outsourcing, ERP, Team Management, Budgets, Digital Marketing, SharePoint, Strategy, CRM, Start-ups
Education
Eloqua Master 2011 — 2012
Master Certificate and Revenue Life Cycle Management, Revenue Performance Management, Eloqua
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2011
Digital Marketing MBA
Villanova University 2008 — 2009
PM Master Certificate, Project Management & The office of Project Management
University of Oregon 1988 — 1991
Exercise Physiology and English, Minor In Business
Washington State University 1986 — 1987
Undergrad work, The science of human movement
Holy Names Academy Seattle 1982 — 1985
Diploma
Ray Williams PMP Ray Williams PMP's Tatum LLC Experience 2005 - 2008
Job Senior Consultant Project Manager
Industry Management Consulting
Experience
Enterprise Solutions 2009 - Present
Tatum LLC 2005 - 2008
Oracle 1996 - 2000
KPMG Management Consulting 1969 - 1994
Skills
Program Management, Change Management, Business Process, Start-ups, Management Consulting, Process Engineering, Business Planning, Strategic Financial..., Operations Management, PMO, Project Management, ERP, Strategy, Management, Cross-functional Team..., Product Development, CRM, Business Intelligence, Business Development, Financial Analysis, Integration, Mergers & Acquisitions, Process Improvement, Budgets, Executive Management, Product Management, Leadership, SDLC, Diagnostic Reviews, MS Project, Master Schedule, Baselines, Vendor Management, Outsourcing, New Business Development, IT Strategy, Manufacturing, Finance, Telecommunications, Analysis, Business Process..., Business Transformation, PMP, Consulting, Governance, Supply Chain Management, Supply Chain, Business Strategy, Risk Management, Market Research
Education
UC Berkeley
Bachelor of Applied Science (BASc), Agricultural Economics
Stanford University
Continuing Study
University of California, Berkeley Extension 2011 — 2012
De Anza College 2014 — 2015
Italian Language and Literature, A
Enterprise Solutions 2009 - Present
Tatum LLC 2005 - 2008
Oracle 1996 - 2000
KPMG Management Consulting 1969 - 1994
Skills
Program Management, Change Management, Business Process, Start-ups, Management Consulting, Process Engineering, Business Planning, Strategic Financial..., Operations Management, PMO, Project Management, ERP, Strategy, Management, Cross-functional Team..., Product Development, CRM, Business Intelligence, Business Development, Financial Analysis, Integration, Mergers & Acquisitions, Process Improvement, Budgets, Executive Management, Product Management, Leadership, SDLC, Diagnostic Reviews, MS Project, Master Schedule, Baselines, Vendor Management, Outsourcing, New Business Development, IT Strategy, Manufacturing, Finance, Telecommunications, Analysis, Business Process..., Business Transformation, PMP, Consulting, Governance, Supply Chain Management, Supply Chain, Business Strategy, Risk Management, Market Research
Education
UC Berkeley
Bachelor of Applied Science (BASc), Agricultural Economics
Stanford University
Continuing Study
University of California, Berkeley Extension 2011 — 2012
De Anza College 2014 — 2015
Italian Language and Literature, A
Greg Bradshaw Greg Bradshaw's Tatum LLC Experience June 2008 - January 2009
Job Controller/Accounting Director/Senior Manager
Industry Accounting
Experience
Southwest Service Administrators, Inc. May 2009 - Present
Tatum LLC June 2008 - January 2009
IKON Office Solutions, Inc January 2005 - May 2008
Encore Legal Solutions December 2003 - November 2004
Valero Energy Corporation September 1997 - October 2003
AFC Enterprises, Inc. May 1983 - September 1997
Arthur Andersen LLC May 1982 - February 1983
Skills
Process Improvement, Auditing, Accounting, Management, Forecasting, Internal Controls, Internal Audit, General Ledger, ERP, Microsoft Excel, Variance Analysis, Finance, Financial Accounting, Leadership
Education
The University of Texas at Austin
BBA, Accounting
Southwest Service Administrators, Inc. May 2009 - Present
Tatum LLC June 2008 - January 2009
IKON Office Solutions, Inc January 2005 - May 2008
Encore Legal Solutions December 2003 - November 2004
Valero Energy Corporation September 1997 - October 2003
AFC Enterprises, Inc. May 1983 - September 1997
Arthur Andersen LLC May 1982 - February 1983
Skills
Process Improvement, Auditing, Accounting, Management, Forecasting, Internal Controls, Internal Audit, General Ledger, ERP, Microsoft Excel, Variance Analysis, Finance, Financial Accounting, Leadership
Education
The University of Texas at Austin
BBA, Accounting
Dan Dwight Dan Dwight's Tatum LLC Experience 2009 - 2011
Job President & CEO, Cooley Group
Industry Renewables & Environment
Experience
Cooley Group 2011 - Present
Cooley Group 2011 - Present
Kenney Manufacturing 2013 - Present
Family Service of Rhode Island 2012 - Present
SatCon Technology Corporation 2006 - 2013
Tatum LLC 2009 - 2011
Kronos Advanced Technologies, Inc. 2000 - 2008
GE Capital 1992 - 2000
General Electric 1982 - 1992
Skills
Leadership, Strategy, Start-ups, Renewable Energy, Restructuring, Mergers, Venture Capital, Management, Strategic Alliances, Business Development, Cleantech, Strategic Planning, Manufacturing, Sales, Operations Management
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA
University of Vermont 1978 — 1982
BS
Milton Academy 1972 — 1978
Cooley Group 2011 - Present
Cooley Group 2011 - Present
Kenney Manufacturing 2013 - Present
Family Service of Rhode Island 2012 - Present
SatCon Technology Corporation 2006 - 2013
Tatum LLC 2009 - 2011
Kronos Advanced Technologies, Inc. 2000 - 2008
GE Capital 1992 - 2000
General Electric 1982 - 1992
Skills
Leadership, Strategy, Start-ups, Renewable Energy, Restructuring, Mergers, Venture Capital, Management, Strategic Alliances, Business Development, Cleantech, Strategic Planning, Manufacturing, Sales, Operations Management
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA
University of Vermont 1978 — 1982
BS
Milton Academy 1972 — 1978
Robert Chase's Tatum LLC Experience July 2009 - December 2011
Job Business Development Manager at SGS Consulting
Industry Staffing and Recruiting
Experience
SGS Consulting April 2013 - Present
LanceSoft Inc December 2011 - January 2013
Tatum LLC July 2009 - December 2011
A. Kabbe & Associates, Inc. June 2008 - July 2009
The Howroyd Group August 2007 - May 2008
Internet Start Ups and Software Companies January 2000 - June 2007
Enterprise Rent-A-Car September 1992 - July 1999
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Executive Search, Contract Recruitment, Sourcing, Internet Recruiting, Recruiting, Staffing Services, Temporary Placement, Business Development, Account Management, Human Resources, Benefits Negotiation, Cold Calling, Screening, Talent Management, Vendor Management, CRM, Onboarding, Permanent Placement, Screening Resumes, Employee Relations, Management, Enterprise Software, Business Intelligence, Consulting, Strategy, Outsourcing, Sales, Professional Services, Performance Management, ERP, Leadership, Information Technology
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science, Business Administration
SGS Consulting April 2013 - Present
LanceSoft Inc December 2011 - January 2013
Tatum LLC July 2009 - December 2011
A. Kabbe & Associates, Inc. June 2008 - July 2009
The Howroyd Group August 2007 - May 2008
Internet Start Ups and Software Companies January 2000 - June 2007
Enterprise Rent-A-Car September 1992 - July 1999
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Executive Search, Contract Recruitment, Sourcing, Internet Recruiting, Recruiting, Staffing Services, Temporary Placement, Business Development, Account Management, Human Resources, Benefits Negotiation, Cold Calling, Screening, Talent Management, Vendor Management, CRM, Onboarding, Permanent Placement, Screening Resumes, Employee Relations, Management, Enterprise Software, Business Intelligence, Consulting, Strategy, Outsourcing, Sales, Professional Services, Performance Management, ERP, Leadership, Information Technology
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science, Business Administration
Kathy Compton Kathy Compton's Tatum LLC Experience November 2012 - August 2013
Job Chief Executive Officer at RedTail Advisory LLC
Industry Financial Services
Experience
RedTail Advisory LLC September 2013 - Present
Tatum LLC November 2012 - August 2013
Capco February 2011 - April 2012
Deloitte March 2008 - September 2010
IBM January 2006 - October 2007
BearingPoint April 1997 - January 2006
Bank of America (formerly NationsBank) September 1984 - November 1994
Skills
Strategy, IT Strategy, Digital Strategy, Business Development, Global Account..., Digital Marketing, Data Management, Business Intelligence, SaaS, Enterprise Software, Management Consulting, Portfolio Management, Financial Services, Healthcare, Travel, Hospitality, Start-ups, Risk Management, Strategic Planning, Business Process..., Mergers & Acquisitions, Program Management
Education
University of Georgia - Terry College of Business 1980 — 1984
AB, Economics
RedTail Advisory LLC September 2013 - Present
Tatum LLC November 2012 - August 2013
Capco February 2011 - April 2012
Deloitte March 2008 - September 2010
IBM January 2006 - October 2007
BearingPoint April 1997 - January 2006
Bank of America (formerly NationsBank) September 1984 - November 1994
Skills
Strategy, IT Strategy, Digital Strategy, Business Development, Global Account..., Digital Marketing, Data Management, Business Intelligence, SaaS, Enterprise Software, Management Consulting, Portfolio Management, Financial Services, Healthcare, Travel, Hospitality, Start-ups, Risk Management, Strategic Planning, Business Process..., Mergers & Acquisitions, Program Management
Education
University of Georgia - Terry College of Business 1980 — 1984
AB, Economics
Serge Martinez, MBA, CISA Serge Martinez, MBA, CISA's Tatum LLC Experience 2006 - 2007
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture August 2013 - Present
Eschelon Corporation 1999 - August 2013
Texas Reliability Entity, Inc. July 2011 - August 2012
Dell February 2010 - March 2011
Tatum LLC 2006 - 2007
Oracle Corporation 1997 - 1999
Earth Information Systems Corporation [Koch New Ventures] Koch Industries 1996 - 1997
Skills
Process Improvement, COBIT, Integration, Business Development, Accounting, Finance, Internal Controls, E-business, Sales, Marketing, Technical Support, International Marketing, Business Process..., Sarbanes-Oxley Act, Project Management, Professional Services, Business Analysis, Program Management, SDLC, Business Process, Data Mining, Governance, CISA, Management, Oracle, Business Intelligence, Management Consulting, Disaster Recovery, Energy, Consulting, IT Audit, Visio, Oracle E-Business Suite, SharePoint, Analysis, Training, Security, Information Technology, Software Development, IT Strategy, Enterprise Architecture, Internal Audit, Computer Security, Auditing, IT Management, Executive Management
Education
St. Edward's University 1993 — 1997
MBA
St. Edward's University 1985 — 1989
BS
Texas A&M University-Kingsville
Accenture August 2013 - Present
Eschelon Corporation 1999 - August 2013
Texas Reliability Entity, Inc. July 2011 - August 2012
Dell February 2010 - March 2011
Tatum LLC 2006 - 2007
Oracle Corporation 1997 - 1999
Earth Information Systems Corporation [Koch New Ventures] Koch Industries 1996 - 1997
Skills
Process Improvement, COBIT, Integration, Business Development, Accounting, Finance, Internal Controls, E-business, Sales, Marketing, Technical Support, International Marketing, Business Process..., Sarbanes-Oxley Act, Project Management, Professional Services, Business Analysis, Program Management, SDLC, Business Process, Data Mining, Governance, CISA, Management, Oracle, Business Intelligence, Management Consulting, Disaster Recovery, Energy, Consulting, IT Audit, Visio, Oracle E-Business Suite, SharePoint, Analysis, Training, Security, Information Technology, Software Development, IT Strategy, Enterprise Architecture, Internal Audit, Computer Security, Auditing, IT Management, Executive Management
Education
St. Edward's University 1993 — 1997
MBA
St. Edward's University 1985 — 1989
BS
Texas A&M University-Kingsville
Katherine Hyde Katherine Hyde's Tatum LLC Experience August 2006 - October 2008
Job Business Process Project Manager Talent Acquisition Management at Schneider Electric
Industry Human Resources
Experience
Schneider Electric January 2014 - Present
Invensys Operations Management February 2011 - January 2014
The CFO Suite, LLC August 2010 - February 2011
Invensys November 2009 - August 2010
RJ Byrd Search Group October 2008 - October 2009
Tatum, LLC August 2006 - October 2008
Burnett Staffing June 1998 - August 2006
Skills
Applicant Tracking..., Recruiting, HR Policies, Executive Search, Technical Recruiting, Leadership, Accounting, Talent Acquisition, Temporary Placement, Personnel Management, Consulting, Employee Relations, Employee Benefits, Training, Screening, Interviews, Staffing Services, Sourcing, Contract Recruitment, Management, CRM, Temporary Staffing, Process Improvement, Vendor Management, Team Building, Hiring, Human Resources, Payroll, Talent Management, Onboarding, Business Development, HRIS, Performance Management, Screening Resumes, Internet Recruiting, Budgets, College Recruiting, Workforce Planning
Education
University of Arkansas 1990 — 1992
Clear Lake High School
Schneider Electric January 2014 - Present
Invensys Operations Management February 2011 - January 2014
The CFO Suite, LLC August 2010 - February 2011
Invensys November 2009 - August 2010
RJ Byrd Search Group October 2008 - October 2009
Tatum, LLC August 2006 - October 2008
Burnett Staffing June 1998 - August 2006
Skills
Applicant Tracking..., Recruiting, HR Policies, Executive Search, Technical Recruiting, Leadership, Accounting, Talent Acquisition, Temporary Placement, Personnel Management, Consulting, Employee Relations, Employee Benefits, Training, Screening, Interviews, Staffing Services, Sourcing, Contract Recruitment, Management, CRM, Temporary Staffing, Process Improvement, Vendor Management, Team Building, Hiring, Human Resources, Payroll, Talent Management, Onboarding, Business Development, HRIS, Performance Management, Screening Resumes, Internet Recruiting, Budgets, College Recruiting, Workforce Planning
Education
University of Arkansas 1990 — 1992
Clear Lake High School
Jim Bobbitt's Tatum LLC Experience 2004 - 2006
Job Partner at SeatonHill
Industry Financial Services
Experience
SeatonHill Partners LLC 2010 - Present
Longhorn SCSF, LTD dba SCS/Frigette 2006 - 2009
Tatum LLC 2004 - 2006
Turfgrass America 2000 - 2004
Apple Orthodontix, Inc. 1998 - 2000
Tristar Web Graphics, Inc 1993 - 1998
Shelton Ranch Corporation 1984 - 1993
WellSource Corportation 1980 - 1984
PMI Industries, Inc. 1975 - 1980
Arthur Young & Company 1968 - 1975
Education
The University of Texas at Austin
BBA/MBA, Finance
SeatonHill Partners LLC 2010 - Present
Longhorn SCSF, LTD dba SCS/Frigette 2006 - 2009
Tatum LLC 2004 - 2006
Turfgrass America 2000 - 2004
Apple Orthodontix, Inc. 1998 - 2000
Tristar Web Graphics, Inc 1993 - 1998
Shelton Ranch Corporation 1984 - 1993
WellSource Corportation 1980 - 1984
PMI Industries, Inc. 1975 - 1980
Arthur Young & Company 1968 - 1975
Education
The University of Texas at Austin
BBA/MBA, Finance
Mike Bourne Mike Bourne's Tatum LLC Experience October 2008 - October 2009
Job President at Atessa Benefits, Inc.
Industry Financial Services
Experience
MB Actuarial Services March 2015 - Present
Atessa Benefits, Inc. November 2009 - Present
Bourne Executive Consulting October 2009 - November 2011
Tatum LLC October 2008 - October 2009
La Mesa RV June 2003 - June 2008
Rexhall Industries January 2001 - May 2003
Grumman Olson Industires January 1998 - December 2000
Northrop Grumman Aerospace Systems August 1994 - December 1997
Vought Aircraft November 1987 - August 1994
Skills
Mergers, Manufacturing, Retail, Employee Engagement, Turn Around Management, Process Improvement, Management, Mergers & Acquisitions, Strategic Planning, Strategy, Forecasting, Executive Management, Entrepreneurship, Business Development, Start-ups, Finance, Business Planning, Budgets, Strategic Partnerships, Team Building, P&L Management, Accounting, Employee Benefits, Business Process..., Leadership Development, Managerial Finance, Pricing, Analysis, Financial Analysis, Consulting, Leadership, Training, Business Strategy, Operations Management, Human Resources, New Business Development, Insurance, Customer Satisfaction, Restructuring, Account Management, Coaching, Recruiting, ERP, Due Diligence, Change Management, Customer Service, Financial Services, Acquisition Integration, Product Development, Management Consulting
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
The University of Southern Mississippi 1982 — 1987
B.S., Accounting (minor in Computer Science)
MB Actuarial Services March 2015 - Present
Atessa Benefits, Inc. November 2009 - Present
Bourne Executive Consulting October 2009 - November 2011
Tatum LLC October 2008 - October 2009
La Mesa RV June 2003 - June 2008
Rexhall Industries January 2001 - May 2003
Grumman Olson Industires January 1998 - December 2000
Northrop Grumman Aerospace Systems August 1994 - December 1997
Vought Aircraft November 1987 - August 1994
Skills
Mergers, Manufacturing, Retail, Employee Engagement, Turn Around Management, Process Improvement, Management, Mergers & Acquisitions, Strategic Planning, Strategy, Forecasting, Executive Management, Entrepreneurship, Business Development, Start-ups, Finance, Business Planning, Budgets, Strategic Partnerships, Team Building, P&L Management, Accounting, Employee Benefits, Business Process..., Leadership Development, Managerial Finance, Pricing, Analysis, Financial Analysis, Consulting, Leadership, Training, Business Strategy, Operations Management, Human Resources, New Business Development, Insurance, Customer Satisfaction, Restructuring, Account Management, Coaching, Recruiting, ERP, Due Diligence, Change Management, Customer Service, Financial Services, Acquisition Integration, Product Development, Management Consulting
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
The University of Southern Mississippi 1982 — 1987
B.S., Accounting (minor in Computer Science)
Harley Robinson's Tatum LLC Experience CEO and Executive AdministratorHouston Eye AssociatesMay 1983 - January 1990
Job Partner at Tatum LLC
Industry Financial Services
Experience
Tatum LLC CEO and Executive AdministratorHouston Eye AssociatesMay 1983 - January 1990
Seisdata Services, Inc. January 1978 - May 1983
Ernst & Young December 1972 - January 1978
Skills
Due Diligence, IPO, Mergers, SEC filings, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1972
MBA, Accounting & Finance
The University of Texas at Austin - Red McCombs School of Business 1966 — 1971
BBA, Accounting
Tatum LLC CEO and Executive AdministratorHouston Eye AssociatesMay 1983 - January 1990
Seisdata Services, Inc. January 1978 - May 1983
Ernst & Young December 1972 - January 1978
Skills
Due Diligence, IPO, Mergers, SEC filings, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1972
MBA, Accounting & Finance
The University of Texas at Austin - Red McCombs School of Business 1966 — 1971
BBA, Accounting
Harrison Wilson's Tatum LLC Experience February 2009 - June 2010
Job Principal Consultant at Etonien, LLC
Industry Accounting
Experience
Etonien, LLC June 2010 - Present
Rubicon Project 2013 - 2014
Power One 2011 - 2011
Tatum, LLC February 2009 - June 2010
Various June 1994 - February 2009
Skills
Financial Reporting, Mergers & Acquisitions, Sarbanes-Oxley Act, Accounting, Finance, Process Improvement, Internal Audit, Strategy, Financial Planning, Analysis, Budgets, IFRS, SEC Filings, GAAP, Consolidation, Strategic Planning, Talent Management, Enterprise Software, Internal Controls, Auditing
Education
University of Florida 1976 — 1981
BS, Accounting
Etonien, LLC June 2010 - Present
Rubicon Project 2013 - 2014
Power One 2011 - 2011
Tatum, LLC February 2009 - June 2010
Various June 1994 - February 2009
Skills
Financial Reporting, Mergers & Acquisitions, Sarbanes-Oxley Act, Accounting, Finance, Process Improvement, Internal Audit, Strategy, Financial Planning, Analysis, Budgets, IFRS, SEC Filings, GAAP, Consolidation, Strategic Planning, Talent Management, Enterprise Software, Internal Controls, Auditing
Education
University of Florida 1976 — 1981
BS, Accounting
Thomas J. (Tom) Sweeney's Tatum LLC Experience July 2000 - June 2009
Job Consultant, CFO Services at CUSTOMatrix
Industry Management Consulting
Experience
CUSTOMatrix July 2009 - Present
Lucifer Lighting Company April 2009 - Present
Tatum LLC July 2000 - June 2009
Ventana Group January 1989 - July 1997
Anheuser-Busch May 1984 - October 1987
McKinsey & Company December 1979 - November 1982
Ernst & Young June 1974 - July 1978
Skills
Financial Modeling, Acquisition Integration, Financial Reporting, Board of Director..., Strategic Planning, Sarbanes-Oxley, Venture Capital, Corporate Governance, SEC filings, Mergers & Acquisitions, Start-ups, Restructuring, Operations Management, CPA, Business Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1980
MBA, Finance
The University of Texas at Austin 1969 — 1973
BBA, Accounting
CUSTOMatrix July 2009 - Present
Lucifer Lighting Company April 2009 - Present
Tatum LLC July 2000 - June 2009
Ventana Group January 1989 - July 1997
Anheuser-Busch May 1984 - October 1987
McKinsey & Company December 1979 - November 1982
Ernst & Young June 1974 - July 1978
Skills
Financial Modeling, Acquisition Integration, Financial Reporting, Board of Director..., Strategic Planning, Sarbanes-Oxley, Venture Capital, Corporate Governance, SEC filings, Mergers & Acquisitions, Start-ups, Restructuring, Operations Management, CPA, Business Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1980
MBA, Finance
The University of Texas at Austin 1969 — 1973
BBA, Accounting
Mark Zorko, CPA Mark Zorko, CPA's Tatum LLC Experience 2000 - 2006
Job Corporate Director, CEO Advisor, CFO Global Middle Market Companies
Industry Medical Devices
Experience
Brentwood Advisory 2013 - Present
MFRI, Inc. 2009 - Present
Alexian Brothers Health System 2006 - Present
Opportunity International 2006 - Present
Steel Excel, Inc. 2011 - 2013
Well Services Ltd. 2012 - 2012
DGT Holdings Corp. 2006 - 2012
St. Alexius Medical Center 2006 - 2010
Guardian Technologies International 2005 - 2006
Tatum LLC 2000 - 2006
Skills
Strategy, Leadership, Auditing, Governance, Microsoft Excel, CPA, Strategic Planning, Budgets, Start-ups, Process Improvement, Information Technology, Risk Management, Business Strategy, Forecasting, Change Management, Management, Business Planning, Strategic Financial..., Team Building, Business Process...
Education
University of Minnesota 1976 — 1977
MBA, IT
The Ohio State University 1974 — 1976
BSBA, Accounting
Brentwood Advisory 2013 - Present
MFRI, Inc. 2009 - Present
Alexian Brothers Health System 2006 - Present
Opportunity International 2006 - Present
Steel Excel, Inc. 2011 - 2013
Well Services Ltd. 2012 - 2012
DGT Holdings Corp. 2006 - 2012
St. Alexius Medical Center 2006 - 2010
Guardian Technologies International 2005 - 2006
Tatum LLC 2000 - 2006
Skills
Strategy, Leadership, Auditing, Governance, Microsoft Excel, CPA, Strategic Planning, Budgets, Start-ups, Process Improvement, Information Technology, Risk Management, Business Strategy, Forecasting, Change Management, Management, Business Planning, Strategic Financial..., Team Building, Business Process...
Education
University of Minnesota 1976 — 1977
MBA, IT
The Ohio State University 1974 — 1976
BSBA, Accounting
Jim Thomas, MBA Jim Thomas, MBA's Tatum LLC Experience April 2001 - August 2008
Job Partner at FocusCFO
Industry Medical Practice
Experience
FocusCFO December 2013 - Present
The University of Tampa January 2011 - December 2013
The Tri-State Pain Institute August 2008 - December 2013
Tatum LLC April 2001 - August 2008
Homa Company July 1998 - April 2001
DECISION ONE June 1996 - June 1998
Voyager Software 1990 - 1993
Ernst & Young June 1987 - November 1990
Deloitte (Touche Ross & Co. 1975 - 1980
Skills
Team Building, Cash Flow, Working Capital..., Accounting, Turn Around Management, Financial Modeling, Restructuring, Sarbanes-Oxley, Financial Analysis, Financial Reporting, Due Diligence, Internal Controls, Financial Policies &..., Strategic Planning, Medical Coding, SEC, Valuation, Profit Maximization, Management Consulting, Contract Negotiation, Budgets, Managerial Finance, Business Planning, Analysis, Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1987
MBA, Finance
Seton Hall University 1972 — 1975
BS, Accounting
FocusCFO December 2013 - Present
The University of Tampa January 2011 - December 2013
The Tri-State Pain Institute August 2008 - December 2013
Tatum LLC April 2001 - August 2008
Homa Company July 1998 - April 2001
DECISION ONE June 1996 - June 1998
Voyager Software 1990 - 1993
Ernst & Young June 1987 - November 1990
Deloitte (Touche Ross & Co. 1975 - 1980
Skills
Team Building, Cash Flow, Working Capital..., Accounting, Turn Around Management, Financial Modeling, Restructuring, Sarbanes-Oxley, Financial Analysis, Financial Reporting, Due Diligence, Internal Controls, Financial Policies &..., Strategic Planning, Medical Coding, SEC, Valuation, Profit Maximization, Management Consulting, Contract Negotiation, Budgets, Managerial Finance, Business Planning, Analysis, Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1987
MBA, Finance
Seton Hall University 1972 — 1975
BS, Accounting
Yogesh Babla Yogesh Babla's Tatum LLC Experience July 2007 - April 2008
Job Chief Financial Officer
Industry Education Management
Experience
Anthony Robbins Companies April 2008 - Present
Tatum LLC July 2007 - April 2008
Education
University of Buckingham 1985 — 1987
B.SC, Business Studies
Anthony Robbins Companies April 2008 - Present
Tatum LLC July 2007 - April 2008
Education
University of Buckingham 1985 — 1987
B.SC, Business Studies
Jody Weiss Jody Weiss's Tatum LLC Experience August 2007 - February 2009
Job TCHG Executive Search
Industry Staffing and Recruiting
Experience
TCHG Executive Search May 2003 - Present
Tatum LLC August 2007 - February 2009
Jefferson Wells 2001 - 2003
City of Kirby, Texas 1998 - 2000
Skills
Executive Search, Talent Acquisition, Human Resources, Sales, Recruiting, Finance, Strategy, Interviews, Accounting, Leadership, Retained Search, Job Search Strategies, Executive Management, Temporary Placement, Management, Team Building, Recruitment Advertising, Screening Resumes, Hiring, Consulting, Applicant Tracking..., Process Improvement, Business Development, Personnel Management, Talent Management, Budgets, Technical Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, College Recruiting, Staffing Services, Employer Branding, Temporary Staffing, Benefits Negotiation, Workforce Planning, Financial Analysis, Professional Services, C-Level, Financial Services, Training, Sustainability, Candidate Generation, Permanent Placement, Technology, Corporate Recruiting, Recruitment/Retention, "C-Level" Placements, Operations, Search
Education
University of Texas - San Antonio 1998 — 2000
MBA
St. Mary's University 1990 — 1991
MS, Public Administration
St. Mary's University 1985 — 1989
BA, Political Science
TCHG Executive Search May 2003 - Present
Tatum LLC August 2007 - February 2009
Jefferson Wells 2001 - 2003
City of Kirby, Texas 1998 - 2000
Skills
Executive Search, Talent Acquisition, Human Resources, Sales, Recruiting, Finance, Strategy, Interviews, Accounting, Leadership, Retained Search, Job Search Strategies, Executive Management, Temporary Placement, Management, Team Building, Recruitment Advertising, Screening Resumes, Hiring, Consulting, Applicant Tracking..., Process Improvement, Business Development, Personnel Management, Talent Management, Budgets, Technical Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, College Recruiting, Staffing Services, Employer Branding, Temporary Staffing, Benefits Negotiation, Workforce Planning, Financial Analysis, Professional Services, C-Level, Financial Services, Training, Sustainability, Candidate Generation, Permanent Placement, Technology, Corporate Recruiting, Recruitment/Retention, "C-Level" Placements, Operations, Search
Education
University of Texas - San Antonio 1998 — 2000
MBA
St. Mary's University 1990 — 1991
MS, Public Administration
St. Mary's University 1985 — 1989
BA, Political Science
Dennis Cavender Dennis Cavender's Tatum LLC Experience 2003 - 2007
Job President and CEO Ascend Group, Ltd
Industry Management Consulting
Experience
Ascend Group, Ltd February 2010 - Present
Essential Group, Inc. 2003 - Present
Financial Executives International 1996 - 2009
Tatum LLC 2003 - 2007
Education
Santa Clara University - Leavey School of Business 1976 — 1979
MBA, International Business
University of Northern Colorado 1968 — 1972
B.S., Accounting
Brighton High School
Ascend Group, Ltd February 2010 - Present
Essential Group, Inc. 2003 - Present
Financial Executives International 1996 - 2009
Tatum LLC 2003 - 2007
Education
Santa Clara University - Leavey School of Business 1976 — 1979
MBA, International Business
University of Northern Colorado 1968 — 1972
B.S., Accounting
Brighton High School
Arnold Katz Arnold Katz's Tatum LLC Experience May 2009 - May 2010
Job Accomplished healthcare CFO and multifacility manager
Industry Hospital & Health Care
Experience
QHR October 2010 - Present
Tatum LLC May 2009 - May 2010
A Clinical Services Company August 2007 - April 2009
Kurron, healthcare management & restructuring January 1991 - February 2007
Atlanticare Medical Center January 1989 - November 1991
Hospital Corporation of America April 1983 - October 1989
Skills
Healthcare, Financial Management, Strategic Planning, Financial Reporting, Restructuring, Mentoring, Healthcare Management, Managerial Finance, Process Improvement, Change Management, Business Strategy, Leadership, Management, Strategy, Performance Improvement, Healthcare Consulting, Healthcare Industry, Executive Management, Hospitals, Financial Analysis, Mergers & Acquisitions, Physicians, Financial Modeling, Management Consulting, Budgets, Analysis, Nonprofits, Team Building, Managed Care, Medicare, Revenue Cycle, Medicaid
Education
Saint Joseph's University - Erivan K. Haub School of Business 1981 — 1983
MBA, Management
QHR October 2010 - Present
Tatum LLC May 2009 - May 2010
A Clinical Services Company August 2007 - April 2009
Kurron, healthcare management & restructuring January 1991 - February 2007
Atlanticare Medical Center January 1989 - November 1991
Hospital Corporation of America April 1983 - October 1989
Skills
Healthcare, Financial Management, Strategic Planning, Financial Reporting, Restructuring, Mentoring, Healthcare Management, Managerial Finance, Process Improvement, Change Management, Business Strategy, Leadership, Management, Strategy, Performance Improvement, Healthcare Consulting, Healthcare Industry, Executive Management, Hospitals, Financial Analysis, Mergers & Acquisitions, Physicians, Financial Modeling, Management Consulting, Budgets, Analysis, Nonprofits, Team Building, Managed Care, Medicare, Revenue Cycle, Medicaid
Education
Saint Joseph's University - Erivan K. Haub School of Business 1981 — 1983
MBA, Management
Doug McCutcheon Doug McCutcheon's Tatum LLC Experience February 2011 - November 2011
Job Chief Financial Officer, Technology & Software startup
Industry Executive Office
Experience
Technology & Software startup May 2013 - Present
iGotIt Solutions LLC September 2011 - May 2013
Tatum LLC February 2011 - November 2011
Tailwinds June 2007 - January 2009
Nanometrics, Inc. 2005 - 2007
Metron Technology N.V. 2003 - 2004
Metron Technology 2002 - 2004
Asyst Technologies 1996 - 2002
Cadence Design Systems 1990 - 1995
Skills
Mergers, Treasury Management, Investor Relations, Globalization, Manufacturing Operations, Financial Operations, Semiconductors, Start-ups, Acquisition Integration, IPO, Finance, Forecasting, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley, Venture Capital, Management, SEC filings, M&A experience, Sarbanes-Oxley Act, Acquisitions, Divestitures, Managerial Finance, Business Strategy, Corporate Finance, Financial Analysis, Strategy, Financial Reporting, Cash Flow Forecasting, Financial Modeling, Accounting, Revenue Recognition, Corporate Development, Executive Management, Restructuring, Strategic Financial..., Private Equity, Turn Around Management, Working Capital..., Consolidation, Business Valuation, Capital Raising, Corporate Governance, Cash Management, Valuation, Board of Directors, Cleantech, Cost Accounting, SEC Filings, Business Planning
Education
University of California, Berkeley 1975 — 1977
MBA, Finance
U. S. Naval Nuclear Power School 1970 — 1971
Atomic Energy Commission, Nuclear Propulsion Officer Certification
Stanford University 1966 — 1970
B.S., Physics
Technology & Software startup May 2013 - Present
iGotIt Solutions LLC September 2011 - May 2013
Tatum LLC February 2011 - November 2011
Tailwinds June 2007 - January 2009
Nanometrics, Inc. 2005 - 2007
Metron Technology N.V. 2003 - 2004
Metron Technology 2002 - 2004
Asyst Technologies 1996 - 2002
Cadence Design Systems 1990 - 1995
Skills
Mergers, Treasury Management, Investor Relations, Globalization, Manufacturing Operations, Financial Operations, Semiconductors, Start-ups, Acquisition Integration, IPO, Finance, Forecasting, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley, Venture Capital, Management, SEC filings, M&A experience, Sarbanes-Oxley Act, Acquisitions, Divestitures, Managerial Finance, Business Strategy, Corporate Finance, Financial Analysis, Strategy, Financial Reporting, Cash Flow Forecasting, Financial Modeling, Accounting, Revenue Recognition, Corporate Development, Executive Management, Restructuring, Strategic Financial..., Private Equity, Turn Around Management, Working Capital..., Consolidation, Business Valuation, Capital Raising, Corporate Governance, Cash Management, Valuation, Board of Directors, Cleantech, Cost Accounting, SEC Filings, Business Planning
Education
University of California, Berkeley 1975 — 1977
MBA, Finance
U. S. Naval Nuclear Power School 1970 — 1971
Atomic Energy Commission, Nuclear Propulsion Officer Certification
Stanford University 1966 — 1970
B.S., Physics
Daniel W. Hayes's Tatum LLC Experience 2005 - 2007
Job Principal, AVR Associates
Industry Information Services
Experience
AVR Associates LLC July 2010 - Present
7-Eleven, Inc. June 2007 - June 2010
Tatum LLC 2005 - 2007
Business Results 2003 - 2005
Versatel Telecom, International 2000 - 2002
Accenture 1985 - 2000
Smarty Pants 1970 - 1983
Skills
Program Management, Organizational Change, Business Alignment, Business Strategy, Organizational..., Change Management, Process Improvement, Project Management, Leadership, Vendor Management, Management Consulting, Strategic Planning, Business Analysis, IT Strategy, Business Transformation, Operations Management, Cross-functional Team..., Management, Cloud Computing, Strategy, SDLC, Enterprise Architecture, Team Leadership, Business Intelligence, Project Portfolio..., Business Process..., Telecommunications, IT Operations, Outsourcing, SaaS, IT Management, Business Process, Executive Management, Integration, Team Building, Start-ups, Consulting, Information Technology, IT Service Management, Professional Services, Software Development, CRM, Enterprise Software, Governance, Team Management, ERP, Data Warehousing, PMO, SAP, Service Delivery
Education
Texas Tech University 1983 — 1985
MSBA, Organizational Diagnosis, Assessment & Design
University of California, Irvine 1976 — 1980
BA, Social Ecology
AVR Associates LLC July 2010 - Present
7-Eleven, Inc. June 2007 - June 2010
Tatum LLC 2005 - 2007
Business Results 2003 - 2005
Versatel Telecom, International 2000 - 2002
Accenture 1985 - 2000
Smarty Pants 1970 - 1983
Skills
Program Management, Organizational Change, Business Alignment, Business Strategy, Organizational..., Change Management, Process Improvement, Project Management, Leadership, Vendor Management, Management Consulting, Strategic Planning, Business Analysis, IT Strategy, Business Transformation, Operations Management, Cross-functional Team..., Management, Cloud Computing, Strategy, SDLC, Enterprise Architecture, Team Leadership, Business Intelligence, Project Portfolio..., Business Process..., Telecommunications, IT Operations, Outsourcing, SaaS, IT Management, Business Process, Executive Management, Integration, Team Building, Start-ups, Consulting, Information Technology, IT Service Management, Professional Services, Software Development, CRM, Enterprise Software, Governance, Team Management, ERP, Data Warehousing, PMO, SAP, Service Delivery
Education
Texas Tech University 1983 — 1985
MSBA, Organizational Diagnosis, Assessment & Design
University of California, Irvine 1976 — 1980
BA, Social Ecology
Sam Francis's Tatum LLC Experience April 2007 - February 2009
Job Principal CFO Services at AVL Growth Partners
Industry Management Consulting
Experience
AVL Growth Partners April 2013 - Present
The Assist Group December 2010 - July 2012
Catapult CFO Partners LLC March 2009 - December 2010
Tatum LLC April 2007 - February 2009
PartPoint December 2005 - March 2007
Qwest Communications May 2005 - November 2005
IBSN, Inc. 2002 - 2005
TelcoXchange Network September 2000 - September 2001
New Global Telecom 1997 - 2000
Skills
Health plan and TPA..., Sales, New Business Development, Channel Partners, M&A experience, Management Consulting, Software and Technology, Capital Raising, Venture Capital, Healthcare Sales, Payer Sales, Integratred Delivery..., Finance, Outsourcing, Strategic Partnerships, Strategy, Program Management, Financial Modeling, Management, SaaS
Education
University of Colorado Denver 1994 — 1997
M.S., Accounting
University of Colorado Boulder 1990 — 1992
B.A., Economics
Albuquerque Academy
AVL Growth Partners April 2013 - Present
The Assist Group December 2010 - July 2012
Catapult CFO Partners LLC March 2009 - December 2010
Tatum LLC April 2007 - February 2009
PartPoint December 2005 - March 2007
Qwest Communications May 2005 - November 2005
IBSN, Inc. 2002 - 2005
TelcoXchange Network September 2000 - September 2001
New Global Telecom 1997 - 2000
Skills
Health plan and TPA..., Sales, New Business Development, Channel Partners, M&A experience, Management Consulting, Software and Technology, Capital Raising, Venture Capital, Healthcare Sales, Payer Sales, Integratred Delivery..., Finance, Outsourcing, Strategic Partnerships, Strategy, Program Management, Financial Modeling, Management, SaaS
Education
University of Colorado Denver 1994 — 1997
M.S., Accounting
University of Colorado Boulder 1990 — 1992
B.A., Economics
Albuquerque Academy
Beth Hutchison Deck Beth Hutchison Deck's Tatum LLC Experience November 2006 - March 2008
Job Vice President, Accounting & Finance
Industry Accounting
Experience
NetSpend, a TSYS Company March 2008 - Present
Tatum LLC November 2006 - March 2008
KPMG LLP January 2002 - November 2006
Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, CPA, Financial Audits, Accounts Payable, Auditing, Finance, Internal Controls, Account Reconciliation, Accounting, Accounts Receivable, Management, Forecasting
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
MPA, Accounting
NetSpend, a TSYS Company March 2008 - Present
Tatum LLC November 2006 - March 2008
KPMG LLP January 2002 - November 2006
Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, CPA, Financial Audits, Accounts Payable, Auditing, Finance, Internal Controls, Account Reconciliation, Accounting, Accounts Receivable, Management, Forecasting
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
MPA, Accounting
Carolyn Jones Carolyn Jones's Tatum LLC Experience November 2006 - February 2010
Job Interim financial executive in the healthcare industry
Industry Hospital & Health Care
Experience
Interim Financial Executive; CFO June 2015 - Present
USMD Holdings January 2014 - May 2015
Tulane University 2015 - 2015
Tulane University 2015 - 2015
USMD, Inc September 2013 - December 2013
University of Texas at Arlington - English Language Institute September 2010 - September 2013
JONES & Co. 2002 - September 2013
Tenet Healthcare July 2009 - July 2010
Tatum LLC November 2006 - February 2010
Dallas ISD February 2008 - January 2009
Skills
Executive Management, Healthcare Management, Financial Analysis, Forecasting, Management Consulting, Accounting, Leadership Development, Insurance, Managed Care, Project Management, Team Building, Business Process..., Financial Reporting, Finance, Risk Management, Managerial Finance, Financial Services, Leadership, Business Strategy, Strategy, Business Development, Internal Controls
Education
University of Texas at Arlington 2010 — 2012
Master of Arts, TESOL, Applied Linguistics, 4.0
CA, TX and LA Society of CPAs 1982 — 2012
Continuing Education, Accounting and Finance
The University of Texas at Arlington 2010 — 2011
TESOL Masters Certificate, Applied Linguistics
University of California, Los Angeles 1987 — 2001
Behrman
University of New Orleans
B. A., English
University of New Orleans
non-matriculating, Accounting and Finance
Interim Financial Executive; CFO June 2015 - Present
USMD Holdings January 2014 - May 2015
Tulane University 2015 - 2015
Tulane University 2015 - 2015
USMD, Inc September 2013 - December 2013
University of Texas at Arlington - English Language Institute September 2010 - September 2013
JONES & Co. 2002 - September 2013
Tenet Healthcare July 2009 - July 2010
Tatum LLC November 2006 - February 2010
Dallas ISD February 2008 - January 2009
Skills
Executive Management, Healthcare Management, Financial Analysis, Forecasting, Management Consulting, Accounting, Leadership Development, Insurance, Managed Care, Project Management, Team Building, Business Process..., Financial Reporting, Finance, Risk Management, Managerial Finance, Financial Services, Leadership, Business Strategy, Strategy, Business Development, Internal Controls
Education
University of Texas at Arlington 2010 — 2012
Master of Arts, TESOL, Applied Linguistics, 4.0
CA, TX and LA Society of CPAs 1982 — 2012
Continuing Education, Accounting and Finance
The University of Texas at Arlington 2010 — 2011
TESOL Masters Certificate, Applied Linguistics
University of California, Los Angeles 1987 — 2001
Behrman
University of New Orleans
B. A., English
University of New Orleans
non-matriculating, Accounting and Finance
Sam Sparks Sam Sparks's Tatum LLC Experience November 2007 - May 2008
Job CFO/COO at Rosoka Software, Inc.
Industry Computer Software
Experience
Rosoka Software, Inc. October 2013 - Present
IMT Holdings, Corp November 2007 - Present
A2LA January 2011 - December 2013
Independent Consultant September 1993 - January 2013
Parallels September 2008 - May 2010
Tatum LLC November 2007 - May 2008
United Medical Bank March 2005 - November 2007
Carrollton Bank November 2000 - January 2005
Dovetail Technologies 1996 - 1999
Skills
Accounting, Internal Controls, Financial Analysis, Financial Reporting, SEC filings, Cash Flow, Finance, Strategic Planning, Credit, Risk Management, Banking, Auditing, Process Improvement, Internal Audit, Mergers & Acquisitions, Tax, Restructuring, Leadership, Start-ups, Entrepreneurship, Forecasting, Analysis, Management, Sarbanes-Oxley Act, Due Diligence, Executive Management, Managerial Finance
Education
The University of New Mexico 1976 — 1980
BBA
Rosoka Software, Inc. October 2013 - Present
IMT Holdings, Corp November 2007 - Present
A2LA January 2011 - December 2013
Independent Consultant September 1993 - January 2013
Parallels September 2008 - May 2010
Tatum LLC November 2007 - May 2008
United Medical Bank March 2005 - November 2007
Carrollton Bank November 2000 - January 2005
Dovetail Technologies 1996 - 1999
Skills
Accounting, Internal Controls, Financial Analysis, Financial Reporting, SEC filings, Cash Flow, Finance, Strategic Planning, Credit, Risk Management, Banking, Auditing, Process Improvement, Internal Audit, Mergers & Acquisitions, Tax, Restructuring, Leadership, Start-ups, Entrepreneurship, Forecasting, Analysis, Management, Sarbanes-Oxley Act, Due Diligence, Executive Management, Managerial Finance
Education
The University of New Mexico 1976 — 1980
BBA
Gregory Pascuzzi's Tatum LLC Experience 2004 - 2013
Job
Industry Information Technology and Services
Experience
Fortium Partners LP 2015 - Present
Rainbow Days, Inc. 2005 - Present
Plano Youth Leadership 2010 - Present
Fortium Partners LP 2014 - 2015
Baron & Budd, P.C. 2009 - 2013
Tatum LLC 2004 - 2013
Leadership Plano 2009 - 2010
ProveUp Legal Services 2002 - 2004
Accenture 1986 - 2002
Skills
Program Management, System Design, IT Strategy, Management Consulting, Strategic Planning, Strategic Information, Business Process..., Process Improvement, Project Management, Change Management, Vendor Management, Business Process, Performance Management, Business Continuity..., Strategic Partnerships, Management, IT Management, Leadership, Operations Management, Business Intelligence, Strategy, Governance, Training, Consulting, Telecommunications, Executive Management, Business Development, Non-profit..., Non-profit Leadership, Start-ups, Mergers & Acquisitions, Professional Services, Business Transformation, Integration, Cross-functional Team..., Cloud Computing
Education
The University of Texas at Austin 1983 — 1986
BBA
Texas State University-San Marcos 1982 — 1983
Fortium Partners LP 2015 - Present
Rainbow Days, Inc. 2005 - Present
Plano Youth Leadership 2010 - Present
Fortium Partners LP 2014 - 2015
Baron & Budd, P.C. 2009 - 2013
Tatum LLC 2004 - 2013
Leadership Plano 2009 - 2010
ProveUp Legal Services 2002 - 2004
Accenture 1986 - 2002
Skills
Program Management, System Design, IT Strategy, Management Consulting, Strategic Planning, Strategic Information, Business Process..., Process Improvement, Project Management, Change Management, Vendor Management, Business Process, Performance Management, Business Continuity..., Strategic Partnerships, Management, IT Management, Leadership, Operations Management, Business Intelligence, Strategy, Governance, Training, Consulting, Telecommunications, Executive Management, Business Development, Non-profit..., Non-profit Leadership, Start-ups, Mergers & Acquisitions, Professional Services, Business Transformation, Integration, Cross-functional Team..., Cloud Computing
Education
The University of Texas at Austin 1983 — 1986
BBA
Texas State University-San Marcos 1982 — 1983
Robert Woltil Robert Woltil's Tatum LLC Experience April 2010 - June 2011
Job Guiding companies through transition
Industry Financial Services
Experience
Avalon Health Care, Inc. May 2012 - Present
Woltil Consulting, LLC July 2001 - Present
Technology Research Corporation July 2010 - April 2012
Tatum LLC April 2010 - June 2011
Ultimate Jet Charters January 2008 - March 2010
Dresser, Inc. July 2005 - August 2007
Catalina Marketing October 2004 - June 2005
Tatum LLC 2003 - 2005
Senior Living Properties May 2002 - October 2004
Sun Healthcare Group 1996 - 2001
Skills
Accounting, Acquisition Integration, Team Building, Tax, Strategy, Strategic Planning, Sarbanes-Oxley Act, SEC filings, Risk Management, Restructuring, Private Equity, Microsoft Excel, Mergers, Mergers, Management Consulting, Management, Leadership, Investments, Internal Controls, Healthcare, Financial Reporting, Financial Planning, Financial Modeling, Financial Analysis, Finance, Executive Management, Due Diligence, Customer Service, Corporate Governance, Corporate Finance, Business Strategy, Business Process..., Budgets, Auditing, Acquisitions
Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA
University of South Florida 1974 — 1975
B.A., Accounting and Finance
Avalon Health Care, Inc. May 2012 - Present
Woltil Consulting, LLC July 2001 - Present
Technology Research Corporation July 2010 - April 2012
Tatum LLC April 2010 - June 2011
Ultimate Jet Charters January 2008 - March 2010
Dresser, Inc. July 2005 - August 2007
Catalina Marketing October 2004 - June 2005
Tatum LLC 2003 - 2005
Senior Living Properties May 2002 - October 2004
Sun Healthcare Group 1996 - 2001
Skills
Accounting, Acquisition Integration, Team Building, Tax, Strategy, Strategic Planning, Sarbanes-Oxley Act, SEC filings, Risk Management, Restructuring, Private Equity, Microsoft Excel, Mergers, Mergers, Management Consulting, Management, Leadership, Investments, Internal Controls, Healthcare, Financial Reporting, Financial Planning, Financial Modeling, Financial Analysis, Finance, Executive Management, Due Diligence, Customer Service, Corporate Governance, Corporate Finance, Business Strategy, Business Process..., Budgets, Auditing, Acquisitions
Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA
University of South Florida 1974 — 1975
B.A., Accounting and Finance
Debra Shelton's Tatum LLC Experience March 2010 - May 2010
Job VP Finance at SGC Energia
Industry Accounting
Experience
SGC Energia June 2010 - Present
Tatum LLC March 2010 - May 2010
Paymetric March 2007 - October 2009
LogicaCMG April 2006 - March 2007
Security DBS, subsidiary of Halliburton November 2005 - April 2006
Worksuite March 1999 - November 2005
Igloo Products Corporation September 1997 - March 1999
KPMG Peat Marwick August 1991 - September 1997
Skills
Budgets, Treasury Management, Risk Management, Acquisitions, Financial Reporting, Contract Management, Financial Planners, Process Improvement, Leadership, Forecasting, Strategy, Auditing, Management, Sarbanes-Oxley Act, Due Diligence, Management Consulting, Managerial Finance, Start-ups, Accounting, Finance, Analysis, Internal Audit, SEC filings, Revenue Recognition, Financial Analysis, Cash Management, Executive Management, Financial Modeling, US GAAP, Mergers & Acquisitions, Valuation, Tax, Restructuring, Internal Controls
Education
Texas A&M University 1989 — 1991
Bachelor of Business Administration, Accounting
SGC Energia June 2010 - Present
Tatum LLC March 2010 - May 2010
Paymetric March 2007 - October 2009
LogicaCMG April 2006 - March 2007
Security DBS, subsidiary of Halliburton November 2005 - April 2006
Worksuite March 1999 - November 2005
Igloo Products Corporation September 1997 - March 1999
KPMG Peat Marwick August 1991 - September 1997
Skills
Budgets, Treasury Management, Risk Management, Acquisitions, Financial Reporting, Contract Management, Financial Planners, Process Improvement, Leadership, Forecasting, Strategy, Auditing, Management, Sarbanes-Oxley Act, Due Diligence, Management Consulting, Managerial Finance, Start-ups, Accounting, Finance, Analysis, Internal Audit, SEC filings, Revenue Recognition, Financial Analysis, Cash Management, Executive Management, Financial Modeling, US GAAP, Mergers & Acquisitions, Valuation, Tax, Restructuring, Internal Controls
Education
Texas A&M University 1989 — 1991
Bachelor of Business Administration, Accounting
Ginger Clark Ginger Clark's Tatum LLC Experience December 2007 - July 2008
Job Experienced Accounting Professional
Industry Accounting
Experience
Sun Country Airlines August 2009 - Present
AdCare Health Systems June 2012 - December 2012
Carmike Cinemas June 2010 - September 2010
WinCup July 2008 - July 2009
Tatum LLC December 2007 - July 2008
Global Aviation Holdings formerly World Air Holdings August 2005 - December 2007
AirTran Airways April 2001 - August 2005
Sears Termite and Pest Control April 2000 - April 2001
Capital Cargo International Airlines April 1999 - April 2001
CNL October 1996 - April 1999
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
University of Central Florida - College of Business Administration 1979 — 1982
BS, Accounting
University of Florida 1975 — 1977
Masters, Elementary Education
University of Florida 1973 — 1975
BS, Wildlife Ecology
Sun Country Airlines August 2009 - Present
AdCare Health Systems June 2012 - December 2012
Carmike Cinemas June 2010 - September 2010
WinCup July 2008 - July 2009
Tatum LLC December 2007 - July 2008
Global Aviation Holdings formerly World Air Holdings August 2005 - December 2007
AirTran Airways April 2001 - August 2005
Sears Termite and Pest Control April 2000 - April 2001
Capital Cargo International Airlines April 1999 - April 2001
CNL October 1996 - April 1999
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
University of Central Florida - College of Business Administration 1979 — 1982
BS, Accounting
University of Florida 1975 — 1977
Masters, Elementary Education
University of Florida 1973 — 1975
BS, Wildlife Ecology
George Welton, MHA, MA, PMP's Tatum LLC Experience September 2005 - January 2006
Job CEO at Select Speciality Hospitals Denver, Inc.
Industry Hospital & Health Care
Experience
Select Speciality Hospitals - Denver, Inc. November 2013 - Present
Oncure Medical Corp April 2008 - November 2013
The Breakaway Group January 2006 - April 2008
Tatum LLC September 2005 - January 2006
Exempla Healthcare December 2000 - June 2005
Centura Health June 1999 - October 2000
VHA Great Lakes Healthcare January 1998 - June 1999
VHA Lakeside Medical Center November 1992 - October 1998
Skills
Hospitals, Healthcare, Healthcare Management, Healthcare Information..., Mergers, Strategic Planning
Education
Tulane University
MHA + MA, Healthcare Administration
Select Speciality Hospitals - Denver, Inc. November 2013 - Present
Oncure Medical Corp April 2008 - November 2013
The Breakaway Group January 2006 - April 2008
Tatum LLC September 2005 - January 2006
Exempla Healthcare December 2000 - June 2005
Centura Health June 1999 - October 2000
VHA Great Lakes Healthcare January 1998 - June 1999
VHA Lakeside Medical Center November 1992 - October 1998
Skills
Hospitals, Healthcare, Healthcare Management, Healthcare Information..., Mergers, Strategic Planning
Education
Tulane University
MHA + MA, Healthcare Administration
Jared Elliot's Tatum LLC Experience January 1998 - April 2010
Job Manager, CFO Services at Accountants One
Industry Financial Services
Experience
Accountants One January 2012 - Present
Dunwoody Diamond Club, Inc. August 2011 - Present
Walton-Elliot Solar Ventures March 2011 - December 2011
Tatum LLC January 1998 - April 2010
EQ Services, Inc 1992 - 1995
Equitable May 1990 - August 1990
Bank One 1988 - 1989
Barnett Bank of Florida, NA 1983 - 1987
Skills
Process Design,..., Budget Planning, Cost..., Data Analysis and..., Project Management, Facility Development,..., Service Operations..., Management, Financial Modeling, Budgets, Operations Management, Project Planning, Sarbanes-Oxley Act, Forecasting, Data Analysis, Start-ups, Fundraising, Strategy, Business Development, Finance, Team Leadership, Entrepreneurship, Analysis, Recruiting, CRM, Leadership
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
M.B.A., Business, 3.72
University of Kentucky 1978 — 1982
Bachelor's Degree, Accounting
Accountants One January 2012 - Present
Dunwoody Diamond Club, Inc. August 2011 - Present
Walton-Elliot Solar Ventures March 2011 - December 2011
Tatum LLC January 1998 - April 2010
EQ Services, Inc 1992 - 1995
Equitable May 1990 - August 1990
Bank One 1988 - 1989
Barnett Bank of Florida, NA 1983 - 1987
Skills
Process Design,..., Budget Planning, Cost..., Data Analysis and..., Project Management, Facility Development,..., Service Operations..., Management, Financial Modeling, Budgets, Operations Management, Project Planning, Sarbanes-Oxley Act, Forecasting, Data Analysis, Start-ups, Fundraising, Strategy, Business Development, Finance, Team Leadership, Entrepreneurship, Analysis, Recruiting, CRM, Leadership
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
M.B.A., Business, 3.72
University of Kentucky 1978 — 1982
Bachelor's Degree, Accounting
Bill Leftwich Bill Leftwich's Tatum LLC Experience 2002 - 2009
Job EVP & CFO of North Texas Public Broadcasting (KERA TV & Radio) and Managing Partner at SeatonHill Partners LLC
Industry Financial Services
Experience
North Texas Public Broadcasting (KERA TV & Radio) April 2012 - Present
SeatonHill Partners LLC 2009 - Present
Tatum LLC 2002 - 2009
Digital Convergence Corporation 1999 - 2002
ViewCast Corporation 1995 - 1999
Integrated Security Systems, Inc. 1992 - 1995
OKC Limited Partnership 1989 - 1992
Endevco, Inc 1982 - 1988
Skills
Start-ups, Professional Services, Financial Reporting, Strategic Partnerships, Mergers, Risk Management, Accounting, Management, Mergers & Acquisitions, Budgets, Finance, Internal Controls, Investor Relations, Venture Capital, Strategic Planning, Due Diligence, Investment Banking, Corporate Finance, Financial Modeling, Executive Management, Acquisition Integration, Private Equity, Restructuring, Financial Analysis, SEC filings, Cash Management, Business Planning, Sarbanes-Oxley Act, Forecasting, IPO, GAAP, Managerial Finance
Education
Texas A&M University
BBA, Accounting
North Texas Public Broadcasting (KERA TV & Radio) April 2012 - Present
SeatonHill Partners LLC 2009 - Present
Tatum LLC 2002 - 2009
Digital Convergence Corporation 1999 - 2002
ViewCast Corporation 1995 - 1999
Integrated Security Systems, Inc. 1992 - 1995
OKC Limited Partnership 1989 - 1992
Endevco, Inc 1982 - 1988
Skills
Start-ups, Professional Services, Financial Reporting, Strategic Partnerships, Mergers, Risk Management, Accounting, Management, Mergers & Acquisitions, Budgets, Finance, Internal Controls, Investor Relations, Venture Capital, Strategic Planning, Due Diligence, Investment Banking, Corporate Finance, Financial Modeling, Executive Management, Acquisition Integration, Private Equity, Restructuring, Financial Analysis, SEC filings, Cash Management, Business Planning, Sarbanes-Oxley Act, Forecasting, IPO, GAAP, Managerial Finance
Education
Texas A&M University
BBA, Accounting
Patrick Cline's Tatum LLC Experience February 2007 - March 2014
Job Founder & President Siena Massage, Inc.
Industry Financial Services
Experience
Siena Massage, Inc. May 2007 - Present
Tatum LLC February 2007 - March 2014
PepsiCo July 2010 - October 2012
Campbell Soup Company February 2000 - April 2006
Dr Pepper / 7UP August 1997 - February 2000
Education
Trinity University 1986 — 1990
B.S., Accounting
Florence, Italy 1988 — 1988
Italian language, history & art
Siena Massage, Inc. May 2007 - Present
Tatum LLC February 2007 - March 2014
PepsiCo July 2010 - October 2012
Campbell Soup Company February 2000 - April 2006
Dr Pepper / 7UP August 1997 - February 2000
Education
Trinity University 1986 — 1990
B.S., Accounting
Florence, Italy 1988 — 1988
Italian language, history & art
Rich D'Amaro Rich D'Amaro's Tatum LLC Experience February 2005 - July 2010
Job Chief Executive Officer at Schumacher Group. Founder and Managing Partner of Subsidium Healthcare.
Industry Hospital & Health Care
Experience
Schumacher Group March 2014 - Present
Subsidium Healthcare, LLC May 2011 - Present
Tatum LLC February 2005 - July 2010
Subsidium Health Advisors January 2001 - February 2005
KPMG November 1979 - April 2000
Skills
Mergers, Professional Services, Healthcare, Human Capital Management, M&A experience, Acquisition Integration, Strategy, Personnel Management, Start-ups, Management Consulting, Consulting, Executive Management, Recruiting, Mergers & Acquisitions, Strategic Planning, New Business Development, Restructuring, IT Strategy, Leadership, Business Planning, Corporate Finance, Process Improvement, Business Strategy, Private Equity, Performance Improvement, Venture Capital, Program Management
Education
University at Buffalo 1974 — 1976
BS
Westminster College (PA) 1972 — 1974
N/A
Schumacher Group March 2014 - Present
Subsidium Healthcare, LLC May 2011 - Present
Tatum LLC February 2005 - July 2010
Subsidium Health Advisors January 2001 - February 2005
KPMG November 1979 - April 2000
Skills
Mergers, Professional Services, Healthcare, Human Capital Management, M&A experience, Acquisition Integration, Strategy, Personnel Management, Start-ups, Management Consulting, Consulting, Executive Management, Recruiting, Mergers & Acquisitions, Strategic Planning, New Business Development, Restructuring, IT Strategy, Leadership, Business Planning, Corporate Finance, Process Improvement, Business Strategy, Private Equity, Performance Improvement, Venture Capital, Program Management
Education
University at Buffalo 1974 — 1976
BS
Westminster College (PA) 1972 — 1974
N/A
Gene Jones's Tatum LLC Experience April 2006 - Present
Job Chief Operating Officer and Chief Financial Officer at Burleson LLP
Industry Law Practice
Experience
Tatum, LLC April 2006 - Present
Burleson, LLP October 2012 - May 2015
University of Houston-Downtown - College of Business August 2014 - December 2014
Vaughan Foods, Inc May 2007 - November 2011
Visual Edge Technology July 2006 - March 2007
Encore Discovery Solutions, Inc February 2003 - January 2006
All Covered, Inc. April 2000 - February 2003
IKON Office Solutions, Inc. May 1997 - December 1999
Allied Physicians, Inc January 1995 - January 1997
Hastings Entertainment, Inc. February 1994 - August 1995
Skills
CFO, Initial Public Offerings, Capital Raises, CIO, Cloud based computing, Road Shows, Manufacturing Operations, Mergers & Acquisitions, Executive Management, Financial Reporting, Private Equity Funding, College Teaching, Forecasting, Risk Management, Internal Controls, Financial Analysis, Restructuring, Accounting, Mergers, Due Diligence, Corporate Finance, Cash Flow, Private Equity, Cash Management, Acquisition Integration, Financial Modeling, GAAP, IPO, Organizational..., Banking, Business Planning, ERP, Venture Capital, Treasury Management, M&A due diligence, IT Operations, Investor Relations, Banking Relationships, Microsoft Office, Budgeting, MS Excel, Public Relations, Cash Flow Management, Media Relations, SEC reporting, Human Resources..., Legal, MBA, Financial Management, SOX
Education
Indiana University 1974 — 1976
Master of Science, Business Administration
St. Joseph's College 1970 — 1973
BS, Accounting
Tatum, LLC April 2006 - Present
Burleson, LLP October 2012 - May 2015
University of Houston-Downtown - College of Business August 2014 - December 2014
Vaughan Foods, Inc May 2007 - November 2011
Visual Edge Technology July 2006 - March 2007
Encore Discovery Solutions, Inc February 2003 - January 2006
All Covered, Inc. April 2000 - February 2003
IKON Office Solutions, Inc. May 1997 - December 1999
Allied Physicians, Inc January 1995 - January 1997
Hastings Entertainment, Inc. February 1994 - August 1995
Skills
CFO, Initial Public Offerings, Capital Raises, CIO, Cloud based computing, Road Shows, Manufacturing Operations, Mergers & Acquisitions, Executive Management, Financial Reporting, Private Equity Funding, College Teaching, Forecasting, Risk Management, Internal Controls, Financial Analysis, Restructuring, Accounting, Mergers, Due Diligence, Corporate Finance, Cash Flow, Private Equity, Cash Management, Acquisition Integration, Financial Modeling, GAAP, IPO, Organizational..., Banking, Business Planning, ERP, Venture Capital, Treasury Management, M&A due diligence, IT Operations, Investor Relations, Banking Relationships, Microsoft Office, Budgeting, MS Excel, Public Relations, Cash Flow Management, Media Relations, SEC reporting, Human Resources..., Legal, MBA, Financial Management, SOX
Education
Indiana University 1974 — 1976
Master of Science, Business Administration
St. Joseph's College 1970 — 1973
BS, Accounting
Alan Shaffer, MBA Alan Shaffer, MBA's Tatum LLC Experience July 2007 - September 2009
Job Corporate Finance, Controllership and Business Planning at DLC
Industry Management Consulting
Experience
DLC June 2015 - Present
CFO Advisors September 2009 - Present
Xerox September 2012 - June 2015
Tatum LLC July 2007 - September 2009
Herbalife International (Corporate HQ) September 2006 - July 2007
Live Nation, Inc. November 2005 - September 2006
The Walt Disney Company November 2000 - November 2005
BAE Systems 1998 - 2000
Medical Pathways 1995 - 1997
Skills
Controllership Functions, GAAP, Corporate Finance, Financial Reporting, SEC reporting, Accounting, Hyperion, Revenue Recognition, Consolidated Financial..., Financial Accounting, Mergers, SEC filings, Strategic Planning, Managerial Finance, Internal Controls, Finance, Strategy, Financial Analysis, Sarbanes-Oxley Act, Cash Flow, Auditing, Acquisition Integration, Forecasting, Financial Modeling, Strategic Financial...
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance
Millersville University of Pennsylvania
Bachelor's Degree, Finance & Economics
University of California, Los Angeles
Accounting
DLC June 2015 - Present
CFO Advisors September 2009 - Present
Xerox September 2012 - June 2015
Tatum LLC July 2007 - September 2009
Herbalife International (Corporate HQ) September 2006 - July 2007
Live Nation, Inc. November 2005 - September 2006
The Walt Disney Company November 2000 - November 2005
BAE Systems 1998 - 2000
Medical Pathways 1995 - 1997
Skills
Controllership Functions, GAAP, Corporate Finance, Financial Reporting, SEC reporting, Accounting, Hyperion, Revenue Recognition, Consolidated Financial..., Financial Accounting, Mergers, SEC filings, Strategic Planning, Managerial Finance, Internal Controls, Finance, Strategy, Financial Analysis, Sarbanes-Oxley Act, Cash Flow, Auditing, Acquisition Integration, Forecasting, Financial Modeling, Strategic Financial...
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance
Millersville University of Pennsylvania
Bachelor's Degree, Finance & Economics
University of California, Los Angeles
Accounting
Jim Schuchard Jim Schuchard's Tatum LLC Experience January 2010 - Present
Job Texas Market Leader at Tatum
Industry Management Consulting
Experience
Tatum LLC January 2010 - Present
Hitachi Consulting July 2002 - April 2009
Arthur Andersen September 1989 - July 2002
American Heart Association January 1985 - September 1989
Skills
Cost Management, Management Consulting, Mergers, Strategy, Business Strategy, Strategic Financial..., Change Management, Performance Management, Operations Management, Management, Process Improvement, Mergers & Acquisitions, Strategic Planning, Leadership, ERP, Business Transformation, Executive Management, Business Process..., Governance, Financial Modeling, Acquisition Integration, Professional Services, Risk Management, Restructuring, Performance Improvement, Program Management, Financial Analysis, Business Planning, Vendor Management, Organizational Design, Business Development, IT Strategy, Outsourcing, Due Diligence, Financial Services, Consulting, Business Process
Education
Texas Tech University 1971 — 1976
Master of Science, Bachelor of Business Administration
Tatum LLC January 2010 - Present
Hitachi Consulting July 2002 - April 2009
Arthur Andersen September 1989 - July 2002
American Heart Association January 1985 - September 1989
Skills
Cost Management, Management Consulting, Mergers, Strategy, Business Strategy, Strategic Financial..., Change Management, Performance Management, Operations Management, Management, Process Improvement, Mergers & Acquisitions, Strategic Planning, Leadership, ERP, Business Transformation, Executive Management, Business Process..., Governance, Financial Modeling, Acquisition Integration, Professional Services, Risk Management, Restructuring, Performance Improvement, Program Management, Financial Analysis, Business Planning, Vendor Management, Organizational Design, Business Development, IT Strategy, Outsourcing, Due Diligence, Financial Services, Consulting, Business Process
Education
Texas Tech University 1971 — 1976
Master of Science, Bachelor of Business Administration
John Tres W. Griffin III John Tres W. Griffin III's Tatum LLC Experience April 2011 - February 2012
Job Digital Marketing Professional & Blogger
Industry Marketing and Advertising
Experience
John Wieland Homes and Neighborhoods March 2015 - Present
The Foodielennial December 2014 - Present
Euramax International, Inc. December 2013 - April 2014
Chamberlain February 2012 - November 2013
Tatum LLC April 2011 - February 2012
Solvit Software July 2010 - September 2010
Skills
Marketing, Marketing Communications, Event Planning, Operating Systems, ExactTarget, Organizational..., Advertising, Salesforce.com, CRM, Social Media, Facebook, Social Media Marketing, Public Speaking, Event Management, Public Relations, PowerPoint, Social Networking, Press Releases, Email Marketing, Customer Service, Market Research, Microsoft Office, Management, SEO, Blogging, Fundraising, Competitive Analysis, Newsletters, Trade Shows, Training, Sales Operations
Education
The University of Georgia 2006 — 2011
BBA, Marketing, Real Estate
John Wieland Homes and Neighborhoods March 2015 - Present
The Foodielennial December 2014 - Present
Euramax International, Inc. December 2013 - April 2014
Chamberlain February 2012 - November 2013
Tatum LLC April 2011 - February 2012
Solvit Software July 2010 - September 2010
Skills
Marketing, Marketing Communications, Event Planning, Operating Systems, ExactTarget, Organizational..., Advertising, Salesforce.com, CRM, Social Media, Facebook, Social Media Marketing, Public Speaking, Event Management, Public Relations, PowerPoint, Social Networking, Press Releases, Email Marketing, Customer Service, Market Research, Microsoft Office, Management, SEO, Blogging, Fundraising, Competitive Analysis, Newsletters, Trade Shows, Training, Sales Operations
Education
The University of Georgia 2006 — 2011
BBA, Marketing, Real Estate
Lynette Heil, CPA's Tatum LLC Experience 2005 - December 2010
Job Chief Financial and Compliance Officer
Industry Financial Services
Experience
Gerald L. Ray & Associates, Ltd. July 2010 - Present
Tatum LLC 2005 - December 2010
Don Mechanic Enterprises 1998 - 2003
Discovery Channel Stores 1992 - 1996
KPMG 1984 - 1987
Skills
SEC filings, Accounting, Auditing, Forecasting
Education
Texas State University 1980 — 1984
BBA, Accounting
Gerald L. Ray & Associates, Ltd. July 2010 - Present
Tatum LLC 2005 - December 2010
Don Mechanic Enterprises 1998 - 2003
Discovery Channel Stores 1992 - 1996
KPMG 1984 - 1987
Skills
SEC filings, Accounting, Auditing, Forecasting
Education
Texas State University 1980 — 1984
BBA, Accounting
Jeff La Force Jeff La Force's Tatum LLC Experience August 2005 - August 2007
Job Senior Manager – SEC Reporting and SOX Compliance at Forestar Group Inc.
Industry Accounting
Experience
Forestar Group Inc. May 2015 - August 2015
Golfsmith International August 2010 - April 2015
Akela Pharma Inc October 2007 - August 2010
TATUM, LLC August 2005 - August 2007
MAXWELL, LOCKE & RITTER, LLP. March 2002 - August 2005
TEXAS MUTUAL INSURANCE COMPANY July 2003 - May 2004
SOUTHERN UNION COMPANY January 2001 - March 2002
CRESCENT REAL ESTATE EQUITIES, LTD April 1997 - August 2000
PRICE WATERHOUSE LLP September 1995 - November 1996
Skills
Financial Reporting, Accounting, Account Reconciliation, Forecasting, Microsoft Excel, Accounts Payable, Financial Analysis, Accounts Receivable, General Ledger, QuickBooks, Financial Accounting, Microsoft Word, Budgets, Microsoft Office, Customer Service, SEC filings, Payroll, Inventory Management, Internal Controls, Retail, Auditing, Variance Analysis, Finance, GAAP, Financial Modeling, Cash Flow, Mergers & Acquisitions, Financial Statements, Consolidation, Due Diligence, Analysis, SEC Filings
Education
The University of Texas at Austin 1993 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
The University of Texas at Austin 1989 — 1993
Bachelor of Arts (BA), Plan II Honors
Forestar Group Inc. May 2015 - August 2015
Golfsmith International August 2010 - April 2015
Akela Pharma Inc October 2007 - August 2010
TATUM, LLC August 2005 - August 2007
MAXWELL, LOCKE & RITTER, LLP. March 2002 - August 2005
TEXAS MUTUAL INSURANCE COMPANY July 2003 - May 2004
SOUTHERN UNION COMPANY January 2001 - March 2002
CRESCENT REAL ESTATE EQUITIES, LTD April 1997 - August 2000
PRICE WATERHOUSE LLP September 1995 - November 1996
Skills
Financial Reporting, Accounting, Account Reconciliation, Forecasting, Microsoft Excel, Accounts Payable, Financial Analysis, Accounts Receivable, General Ledger, QuickBooks, Financial Accounting, Microsoft Word, Budgets, Microsoft Office, Customer Service, SEC filings, Payroll, Inventory Management, Internal Controls, Retail, Auditing, Variance Analysis, Finance, GAAP, Financial Modeling, Cash Flow, Mergers & Acquisitions, Financial Statements, Consolidation, Due Diligence, Analysis, SEC Filings
Education
The University of Texas at Austin 1993 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
The University of Texas at Austin 1989 — 1993
Bachelor of Arts (BA), Plan II Honors
Robin Krueger Robin Krueger's Tatum LLC Experience August 2006 - October 2011
Job Chief Financial Officer at Northwest Center
Industry Financial Services
Experience
Northwest Center July 2013 - Present
Junior Achievement of Washington 2001 - Present
BECU March 2012 - April 2015
Full Circle Farm, Inc. October 2011 - December 2012
Tatum LLC August 2006 - October 2011
Spoken Communications September 2009 - September 2011
AllGreen Renewables, Inc. 2009 - December 2009
Intelligent Results 2006 - 2007
Seattle Children's Theatre 1995 - 2007
Intracorp Capital 2005 - 2006
Skills
Mergers, Acquisition Integration, Start-ups, Strategic Planning, Venture Capital, Executive Management, Financial Reporting, Team Building, Budget, Financial Analysis, Corporate Finance, Due Diligence, Commercial Real Estate..., Accounting, Budgets, Managerial Finance, Business Strategy, Financial Modeling, Working Capital..., Investor Relations, Mergers & Acquisitions, Auditing, Cash Management, Private Equity, Internal Controls, Portfolio Management, Financial Accounting, Restructuring, Consolidation, Leadership, IPO, SEC filings, Acquisitions
Education
Seattle University 2003 — 2005
Master Certificate, Accounting
The George Washington University 1973 — 1975
MBA, International Business
University of Washington 1968 — 1972
BBA, Business Administration
Northwest Center July 2013 - Present
Junior Achievement of Washington 2001 - Present
BECU March 2012 - April 2015
Full Circle Farm, Inc. October 2011 - December 2012
Tatum LLC August 2006 - October 2011
Spoken Communications September 2009 - September 2011
AllGreen Renewables, Inc. 2009 - December 2009
Intelligent Results 2006 - 2007
Seattle Children's Theatre 1995 - 2007
Intracorp Capital 2005 - 2006
Skills
Mergers, Acquisition Integration, Start-ups, Strategic Planning, Venture Capital, Executive Management, Financial Reporting, Team Building, Budget, Financial Analysis, Corporate Finance, Due Diligence, Commercial Real Estate..., Accounting, Budgets, Managerial Finance, Business Strategy, Financial Modeling, Working Capital..., Investor Relations, Mergers & Acquisitions, Auditing, Cash Management, Private Equity, Internal Controls, Portfolio Management, Financial Accounting, Restructuring, Consolidation, Leadership, IPO, SEC filings, Acquisitions
Education
Seattle University 2003 — 2005
Master Certificate, Accounting
The George Washington University 1973 — 1975
MBA, International Business
University of Washington 1968 — 1972
BBA, Business Administration
David E. Lewis David E. Lewis's Tatum LLC Experience 2005 - 2009
Job Executive Management and Corporate Consulting
Industry Executive Office
Experience
Lewis Associates 2013 - Present
Fischer & Wieser August 2007 - December 2012
Tatum LLC 2005 - 2009
Van de Wally Farms (San Antonio Farms) 2003 - 2004
Mardale Specialty Foods 1999 - 2002
Diamond Crystal Specialty Foods, Inc. 1989 - 1998
TDC Development Corporation 1987 - 1989
All American Gourmet Co. 1985 - 1987
Petersen Publishing Company 1982 - 1985
Continental Airlines 1979 - 1982
Skills
SEC filings, Acquisition Integration, Divestitures, Due Diligence, Restructuring, Financial Reporting, Corporate Finance, Private Equity, Accounting, Venture Capital, M&A experience, Strategic Financial..., Forecasting, Acquisitions, Financial Audits, Valuation, Public Companies, Entrepreneurship, Strategy, Management Consulting, Auditing, Corporate Development, Investor Relations, Business Valuation, Turn Around Management, Cash Management, Internal Controls, Management, Mergers & Acquisitions, Financial Planning, SEC Filings
Education
The George Washington University - School of Business 1970 — 1973
BBA, Accounting
Lewis Associates 2013 - Present
Fischer & Wieser August 2007 - December 2012
Tatum LLC 2005 - 2009
Van de Wally Farms (San Antonio Farms) 2003 - 2004
Mardale Specialty Foods 1999 - 2002
Diamond Crystal Specialty Foods, Inc. 1989 - 1998
TDC Development Corporation 1987 - 1989
All American Gourmet Co. 1985 - 1987
Petersen Publishing Company 1982 - 1985
Continental Airlines 1979 - 1982
Skills
SEC filings, Acquisition Integration, Divestitures, Due Diligence, Restructuring, Financial Reporting, Corporate Finance, Private Equity, Accounting, Venture Capital, M&A experience, Strategic Financial..., Forecasting, Acquisitions, Financial Audits, Valuation, Public Companies, Entrepreneurship, Strategy, Management Consulting, Auditing, Corporate Development, Investor Relations, Business Valuation, Turn Around Management, Cash Management, Internal Controls, Management, Mergers & Acquisitions, Financial Planning, SEC Filings
Education
The George Washington University - School of Business 1970 — 1973
BBA, Accounting
Terry Schillaci Terry Schillaci's Tatum LLC Experience March 2002 - April 2013
Job COO at Gajeske, Inc.
Industry Wholesale
Experience
Gajeske, Inc. April 2013 - Present
Tatum LLC March 2002 - April 2013
New ICM, LP February 1999 - March 2002
Export Food & Beverage, Inc. September 1983 - February 1999
BOA Bancshares 1991 - 1999
Hobbs Bonded Fibers January 1980 - August 1983
Deloitte & Touche December 1977 - January 1980
Skills
Start-ups, International..., Manufacturing, Business Strategy, Strategic Planning, Management Consulting, Financial Management, Financial Reporting, New Business Development, Operations Management, International Business, Finance, Managerial Finance, Private Equity, Management, Financial Modeling, Mergers & Acquisitions, Venture Capital, Risk Management, Retail, Recruiting, SEC filings, Strategy, Sales, Valuation, Distribution Strategies, Business Development, Accounting, Competitive Analysis, Executive Management, Restructuring, Banking, Due Diligence, Cash Flow, Negotiation, Acquisition Integration, P&L Management, Financial Analysis, ERP, Program Management, Corporate Finance, Forecasting, Business Planning, CRM, Business Valuation, Divestitures, Corporate Development, Sarbanes-Oxley Act, Strategic Financial..., Business Process...
Education
The University of Texas at Austin 1973 — 1977
BBA, Accounting
Gajeske, Inc. April 2013 - Present
Tatum LLC March 2002 - April 2013
New ICM, LP February 1999 - March 2002
Export Food & Beverage, Inc. September 1983 - February 1999
BOA Bancshares 1991 - 1999
Hobbs Bonded Fibers January 1980 - August 1983
Deloitte & Touche December 1977 - January 1980
Skills
Start-ups, International..., Manufacturing, Business Strategy, Strategic Planning, Management Consulting, Financial Management, Financial Reporting, New Business Development, Operations Management, International Business, Finance, Managerial Finance, Private Equity, Management, Financial Modeling, Mergers & Acquisitions, Venture Capital, Risk Management, Retail, Recruiting, SEC filings, Strategy, Sales, Valuation, Distribution Strategies, Business Development, Accounting, Competitive Analysis, Executive Management, Restructuring, Banking, Due Diligence, Cash Flow, Negotiation, Acquisition Integration, P&L Management, Financial Analysis, ERP, Program Management, Corporate Finance, Forecasting, Business Planning, CRM, Business Valuation, Divestitures, Corporate Development, Sarbanes-Oxley Act, Strategic Financial..., Business Process...
Education
The University of Texas at Austin 1973 — 1977
BBA, Accounting
bob bench bob bench's Tatum LLC Experience 2008 - 2010
Job Partner at BayHill Group, LLC
Industry Investment Banking
Experience
BayHill Group, LLC October 1999 - Present
Agricon Global Corporation October 2007 - Present
Waterfall International 2012 - 2015
Waterfall International 2012 - 2015
Tatum LLC 2008 - 2010
Genesis Oil and Gas Company 2007 - 2009
Innuity, Inc. 2004 - 2007
The SCO Group, Inc. 2001 - 2004
Sento Corporation 1996 - 1999
Cerprobe Corporation 1991 - 1996
Skills
Public Companies, Mergers & Acquisitions, Equities, Mergers, Restructuring, Acquisitions, Private Equity, Venture Capital, Management, IPO, Capital, Due Diligence, Corporate Development, SEC filings, Strategy, Entrepreneurship, Divestitures, M&A experience, Executive Management, Start-ups, Corporate Law, Corporate Governance, Financial Analysis, Corporate Finance, GAAP, Valuation, Financial Modeling, Leveraged Finance, Oil & Gas Industry, Mining, International Project...
Education
University of Utah - David Eccles School of Business 1972 — 1973
Snow College 1969 — 1971
AS
Utah State University 1969 — 1971
BA
BayHill Group, LLC October 1999 - Present
Agricon Global Corporation October 2007 - Present
Waterfall International 2012 - 2015
Waterfall International 2012 - 2015
Tatum LLC 2008 - 2010
Genesis Oil and Gas Company 2007 - 2009
Innuity, Inc. 2004 - 2007
The SCO Group, Inc. 2001 - 2004
Sento Corporation 1996 - 1999
Cerprobe Corporation 1991 - 1996
Skills
Public Companies, Mergers & Acquisitions, Equities, Mergers, Restructuring, Acquisitions, Private Equity, Venture Capital, Management, IPO, Capital, Due Diligence, Corporate Development, SEC filings, Strategy, Entrepreneurship, Divestitures, M&A experience, Executive Management, Start-ups, Corporate Law, Corporate Governance, Financial Analysis, Corporate Finance, GAAP, Valuation, Financial Modeling, Leveraged Finance, Oil & Gas Industry, Mining, International Project...
Education
University of Utah - David Eccles School of Business 1972 — 1973
Snow College 1969 — 1971
AS
Utah State University 1969 — 1971
BA
Cliff Dodd Cliff Dodd's Tatum LLC Experience 2009 - 2009
Job Information Services Executive
Industry Information Technology and Services
Experience
WageWorks 2009 - 2014
Tatum LLC 2009 - 2009
Kaiser Permanente 2002 - 2006
Qwest Communications 2000 - 2001
Qwest Communications/US WEST 2000 - 2001
Qwest 1999 - 2000
Ameritech 1994 - 2000
Ameritech 1995 - 1999
American Express 1984 - 1994
Skills
Business Intelligence, Strategy, Leadership, Enterprise Software, Change Management, Business Strategy, IT Strategy, Management, Project Portfolio..., Business Process..., Program Management, Strategic Planning, Portfolio Management, IT Service Management, Business Analysis, Governance, Project Management, Mergers & Acquisitions, Process Improvement, SDLC, New Business Development, Enterprise Architecture, Organizational Design, Software Development, Project Delivery, Executive Management, Integration, Integrated Marketing, IT Outsourcing, Information Technology, Delivering Results, Performance Improvement, Vendor Management, Culture Change, Customer Service, Budgets, Cloud Computing, Business Process..., Operations Management, Outsourcing, Wireless, ERP, Healthcare, Management Consulting, Security, Financial Services, Acquisition Integration, Project Planning, Cross-functional Team..., Start-ups
Education
The Ohio State University
WageWorks 2009 - 2014
Tatum LLC 2009 - 2009
Kaiser Permanente 2002 - 2006
Qwest Communications 2000 - 2001
Qwest Communications/US WEST 2000 - 2001
Qwest 1999 - 2000
Ameritech 1994 - 2000
Ameritech 1995 - 1999
American Express 1984 - 1994
Skills
Business Intelligence, Strategy, Leadership, Enterprise Software, Change Management, Business Strategy, IT Strategy, Management, Project Portfolio..., Business Process..., Program Management, Strategic Planning, Portfolio Management, IT Service Management, Business Analysis, Governance, Project Management, Mergers & Acquisitions, Process Improvement, SDLC, New Business Development, Enterprise Architecture, Organizational Design, Software Development, Project Delivery, Executive Management, Integration, Integrated Marketing, IT Outsourcing, Information Technology, Delivering Results, Performance Improvement, Vendor Management, Culture Change, Customer Service, Budgets, Cloud Computing, Business Process..., Operations Management, Outsourcing, Wireless, ERP, Healthcare, Management Consulting, Security, Financial Services, Acquisition Integration, Project Planning, Cross-functional Team..., Start-ups
Education
The Ohio State University
Reed Malleck Reed Malleck's Tatum LLC Experience December 2007 - February 2009
Job
Industry Medical Devices
Experience
Tatum, a Randstad Company January 2014 - Present
Financial Management Assoc of New Hampshire March 2008 - June 2015
Avidyne Corporation September 2008 - November 2013
Cambridge Heart Inc. July 2004 - December 2009
Tatum LLC December 2007 - February 2009
HealthWyse 2005 - 2007
Radianse, Inc March 2000 - March 2006
GE Healthcare April 2002 - November 2002
Visualization Technology, Inc. May 2000 - April 2002
Agilent Technologies 1993 - 2000
Skills
Venture Financing, Mergers, Finance, Strategic Planning, Operations Management, Cash Management, Supply Chain Management, Leadership, Start-ups, Negotiation, Mergers & Acquisitions, Venture Capital, Strategy, Management, Financial Analysis, Entrepreneurship, Business Planning, Due Diligence, Medical Devices, Business Strategy, Cross-functional Team..., Acquisition Integration, Product Development, Manufacturing, Process Improvement, Forecasting, Competitive Analysis, Integration
Education
University of Colorado Boulder 1975 — 1977
MBA, Operations
University of Colorado Boulder 1973 — 1975
BS, Finance
Tatum, a Randstad Company January 2014 - Present
Financial Management Assoc of New Hampshire March 2008 - June 2015
Avidyne Corporation September 2008 - November 2013
Cambridge Heart Inc. July 2004 - December 2009
Tatum LLC December 2007 - February 2009
HealthWyse 2005 - 2007
Radianse, Inc March 2000 - March 2006
GE Healthcare April 2002 - November 2002
Visualization Technology, Inc. May 2000 - April 2002
Agilent Technologies 1993 - 2000
Skills
Venture Financing, Mergers, Finance, Strategic Planning, Operations Management, Cash Management, Supply Chain Management, Leadership, Start-ups, Negotiation, Mergers & Acquisitions, Venture Capital, Strategy, Management, Financial Analysis, Entrepreneurship, Business Planning, Due Diligence, Medical Devices, Business Strategy, Cross-functional Team..., Acquisition Integration, Product Development, Manufacturing, Process Improvement, Forecasting, Competitive Analysis, Integration
Education
University of Colorado Boulder 1975 — 1977
MBA, Operations
University of Colorado Boulder 1973 — 1975
BS, Finance
Mike Pauk Mike Pauk's Tatum LLC Experience 2008 - 2010
Job
Industry Accounting
Experience
Clarity Advisory Services LLC 2003 - Present
C Squared Solutions 2011 - June 2015
Tatum LLC 2008 - 2010
PCAOB 2004 - 2006
Ernst & Young LLP 1988 - 2003
Kenneth Leventhal & Company 1988 - 1995
Triax Communications 1986 - 1988
Arthur Andersen 1979 - 1986
Skills
CFO services, Transaction services, Executive management, Auditing, Accounting, IPO, Due Diligence, SEC filings, Mergers, Restructuring, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, Tax, Corporate Finance, Private Equity, Executive Management, Valuation, Entrepreneurship, Mergers & Acquisitions, Start-ups, Finance, Cash Flow, Acquisition Integration, CFOs
Education
Texas A&M University 1974 — 1978
BBA, Accounting
Vianney High School 1971 — 1974
Honors
Clarity Advisory Services LLC 2003 - Present
C Squared Solutions 2011 - June 2015
Tatum LLC 2008 - 2010
PCAOB 2004 - 2006
Ernst & Young LLP 1988 - 2003
Kenneth Leventhal & Company 1988 - 1995
Triax Communications 1986 - 1988
Arthur Andersen 1979 - 1986
Skills
CFO services, Transaction services, Executive management, Auditing, Accounting, IPO, Due Diligence, SEC filings, Mergers, Restructuring, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, Tax, Corporate Finance, Private Equity, Executive Management, Valuation, Entrepreneurship, Mergers & Acquisitions, Start-ups, Finance, Cash Flow, Acquisition Integration, CFOs
Education
Texas A&M University 1974 — 1978
BBA, Accounting
Vianney High School 1971 — 1974
Honors
Phil Callaghan Phil Callaghan's Tatum LLC Experience February 2011 - Present
Job Partner at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC February 2011 - Present
Ultimate Escapes July 2004 - October 2010
Thomson Financial September 2002 - June 2004
Enews.com January 2000 - June 2002
Multex.com November 1996 - September 1999
Graff Pay Per View October 1991 - July 1996
MTV Europe May 1987 - June 1989
Education
ICAEW 1975 — 1977
FCA, Accountancy
UCL 1971 — 1974
BSc(Hons), Pure Physics
Tatum LLC February 2011 - Present
Ultimate Escapes July 2004 - October 2010
Thomson Financial September 2002 - June 2004
Enews.com January 2000 - June 2002
Multex.com November 1996 - September 1999
Graff Pay Per View October 1991 - July 1996
MTV Europe May 1987 - June 1989
Education
ICAEW 1975 — 1977
FCA, Accountancy
UCL 1971 — 1974
BSc(Hons), Pure Physics
Nicole Crawford's Tatum LLC Experience August 2005 - February 2012
Job Risk Services Consultant at Accuvant
Industry Information Technology and Services
Experience
Optiv - formerly known as Accuvant May 2014 - Present
USMD, Inc February 2012 - April 2014
Tatum LLC August 2005 - February 2012
FedEx Kinko's December 2004 - July 2005
Deloitte & Touche 2002 - 2004
Niku January 2001 - August 2001
Cisco Systems January 1999 - December 2000
LSI Logic September 1994 - January 1999
Skills
Program Development, Problem Solving, Strategic Planning, Change Management, Security, Governance, Information Security..., Information Technology, Internal Controls, Sarbanes-Oxley Act, IT Strategy, Program Management, Strategy, IT Audit, Process Improvement, Integration, Information Security, IT Management, Cloud Computing, ITIL, SDLC, Business Continuity, Enterprise Software, COBIT, ISO 27001, SaaS, Leadership, Risk Assessment, Management, Cross-functional Team..., Disaster Recovery, Risk Management, PMO, Project Portfolio..., Mergers & Acquisitions, Security Audits, Executive Management, Consulting, Business Process..., Professional Services, Project Management, Management Consulting
Education
University of Texas at Austin 1968 — 1972
BA, Government, Management
Optiv - formerly known as Accuvant May 2014 - Present
USMD, Inc February 2012 - April 2014
Tatum LLC August 2005 - February 2012
FedEx Kinko's December 2004 - July 2005
Deloitte & Touche 2002 - 2004
Niku January 2001 - August 2001
Cisco Systems January 1999 - December 2000
LSI Logic September 1994 - January 1999
Skills
Program Development, Problem Solving, Strategic Planning, Change Management, Security, Governance, Information Security..., Information Technology, Internal Controls, Sarbanes-Oxley Act, IT Strategy, Program Management, Strategy, IT Audit, Process Improvement, Integration, Information Security, IT Management, Cloud Computing, ITIL, SDLC, Business Continuity, Enterprise Software, COBIT, ISO 27001, SaaS, Leadership, Risk Assessment, Management, Cross-functional Team..., Disaster Recovery, Risk Management, PMO, Project Portfolio..., Mergers & Acquisitions, Security Audits, Executive Management, Consulting, Business Process..., Professional Services, Project Management, Management Consulting
Education
University of Texas at Austin 1968 — 1972
BA, Government, Management
Jolie Friess Jolie Friess's Tatum LLC Experience September 2004 - July 2009
Job Flowserve
Industry Information Technology and Services
Experience
Flowserve Corporation January 2014 - Present
BNSF Logistics May 2011 - July 2012
The CFO Suite, LLC August 2010 - May 2011
Tatum, LLC September 2004 - July 2009
Accenture 1997 - 2002
Education
Texas Tech University 1990 — 1993
Flowserve Corporation January 2014 - Present
BNSF Logistics May 2011 - July 2012
The CFO Suite, LLC August 2010 - May 2011
Tatum, LLC September 2004 - July 2009
Accenture 1997 - 2002
Education
Texas Tech University 1990 — 1993
Mary Pierson Mary Pierson's Tatum LLC Experience February 2008 - September 2008
Job Managing Partner at Meta Group
Industry Retail
Experience
Meta Group LLC January 2015 - Present
Viceroy Hotel Group August 2014 - December 2014
Viceroy Hotel Group September 2008 - August 2014
Tatum LLC February 2008 - September 2008
Pacific Crane Maintenance Company, LP 2008 - 2008
Meta Group LLC July 2000 - December 2007
Oaktree Capital Management June 1997 - December 1999
GE Capital April 1995 - December 1996
Pennsylvania Merchant Group 1987 - 1990
Dean Witter 1980 - 1987
Skills
Finance, Investments, Restructuring, Private Equity, Venture Capital, Mergers, Real Estate, Mergers & Acquisitions, Leadership
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Finance
Wellesley College 1971 — 1975
Bachelorâs Degree, Economics
Meta Group LLC January 2015 - Present
Viceroy Hotel Group August 2014 - December 2014
Viceroy Hotel Group September 2008 - August 2014
Tatum LLC February 2008 - September 2008
Pacific Crane Maintenance Company, LP 2008 - 2008
Meta Group LLC July 2000 - December 2007
Oaktree Capital Management June 1997 - December 1999
GE Capital April 1995 - December 1996
Pennsylvania Merchant Group 1987 - 1990
Dean Witter 1980 - 1987
Skills
Finance, Investments, Restructuring, Private Equity, Venture Capital, Mergers, Real Estate, Mergers & Acquisitions, Leadership
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Finance
Wellesley College 1971 — 1975
Bachelorâs Degree, Economics
Linda Breeden, SPHR's Tatum LLC Experience May 2006 - May 2007
Job Freelance Writer, Author, Speaker
Industry Human Resources
Experience
Self-employed Freelance Writer, Author, Speaker January 2009 - Present
Heidelberg USA, Inc. June 2010 - February 2013
BARD, INC July 2007 - December 2009
TATUM, LLC May 2006 - May 2007
BIOLAB, INC August 2002 - May 2006
IVAN ALLEN COMPANY August 2000 - July 2002
Corporate Business Solutions February 1998 - June 2000
Georgia Department of Labor February 1994 - February 1998
Skills
Performance Management, Change Management, Succession Planning, Onboarding, Organizational..., Trusted Advisor, Talent Management, Human Resources, Employee Relations, Ethics, Employee Engagement, Recruiting, Leadership, Benefits Administration, Management, Personnel Management, Payroll, Employee Benefits, Strategy, Job Descriptions, HR Policies, Policy, Training, Coaching, Applicant Tracking..., Employment Law, HRIS, Mergers & Acquisitions, Creative Writing, Talent Acquisition, Interviews, Deferred Compensation
Education
Troy University
Master of Science, Human Resources
University of Alabama
B.S., Business
Self-employed Freelance Writer, Author, Speaker January 2009 - Present
Heidelberg USA, Inc. June 2010 - February 2013
BARD, INC July 2007 - December 2009
TATUM, LLC May 2006 - May 2007
BIOLAB, INC August 2002 - May 2006
IVAN ALLEN COMPANY August 2000 - July 2002
Corporate Business Solutions February 1998 - June 2000
Georgia Department of Labor February 1994 - February 1998
Skills
Performance Management, Change Management, Succession Planning, Onboarding, Organizational..., Trusted Advisor, Talent Management, Human Resources, Employee Relations, Ethics, Employee Engagement, Recruiting, Leadership, Benefits Administration, Management, Personnel Management, Payroll, Employee Benefits, Strategy, Job Descriptions, HR Policies, Policy, Training, Coaching, Applicant Tracking..., Employment Law, HRIS, Mergers & Acquisitions, Creative Writing, Talent Acquisition, Interviews, Deferred Compensation
Education
Troy University
Master of Science, Human Resources
University of Alabama
B.S., Business
Sterling Miller Sterling Miller's Tatum LLC Experience June 2004 - June 2008
Job Partner at Fortium Partners LP / Director at CargoFactor
Industry Information Technology and Services
Experience
Fortium Partners LP July 2014 - Present
CargoFactor July 2011 - Present
Pegasus Logistics Group August 2008 - October 2010
Pegasus Logistics Group September 2005 - September 2010
Tatum LLC June 2004 - June 2008
Vetmall, LLC January 1998 - March 2000
Desktop Corporation 1995 - 2000
PricewaterhouseCoopers 1986 - 1993
Skills
Logistics, Transportation, Strategy, Restructuring, Entrepreneur
Education
University of North Texas 1980 — 1981
MBA, Accounting Information Systems
The University of Texas at Austin 1978 — 1979
BBA, Finance, Int'l Business
Fortium Partners LP July 2014 - Present
CargoFactor July 2011 - Present
Pegasus Logistics Group August 2008 - October 2010
Pegasus Logistics Group September 2005 - September 2010
Tatum LLC June 2004 - June 2008
Vetmall, LLC January 1998 - March 2000
Desktop Corporation 1995 - 2000
PricewaterhouseCoopers 1986 - 1993
Skills
Logistics, Transportation, Strategy, Restructuring, Entrepreneur
Education
University of North Texas 1980 — 1981
MBA, Accounting Information Systems
The University of Texas at Austin 1978 — 1979
BBA, Finance, Int'l Business
Jimmy Buxbaum Jimmy Buxbaum's Tatum LLC Experience September 2006 - September 2009
Job CEO
Industry Accounting
Experience
Buxbaum HCS, LLC September 2009 - Present
Tatum, LLC September 2006 - September 2009
Goodridge USA November 2002 - November 2005
Buxbaum HealthCare Group March 1999 - November 2002
HealthCare Analysis Corporation February 1997 - February 1999
Buxbaum Sacks September 1978 - January 1997
Skills
Private Equity, Due Diligence, Business Valuation, Auditing, Acquisitions, New Business Development, Sales, Mergers, Restructuring, Acquisition Integration, Leadership, Management, Accounting, Business Planning, Managerial Finance, Financial Modeling, Recruiting, Finance, Mergers & Acquisitions, Start-ups, IPO, Venture Capital, Strategic Financial..., Forecasting, SEC filings, Executive Management, Financial Analysis, Financial Reporting, International Business, Management Consulting, Valuation, Corporate Development, Human Resources, Entrepreneurship, Corporate Governance, Corporate Finance, Turn Around Management, Sarbanes-Oxley Act, Strategy, Joint Ventures, Investments, Internal Controls, Divestitures, Project Planning, M&A experience, Microsoft Excel, Strategic Planning, Business Strategy, Business Development, Investment Banking
Education
The George Washington University - School of Business 1973 — 1977
Buxbaum HCS, LLC September 2009 - Present
Tatum, LLC September 2006 - September 2009
Goodridge USA November 2002 - November 2005
Buxbaum HealthCare Group March 1999 - November 2002
HealthCare Analysis Corporation February 1997 - February 1999
Buxbaum Sacks September 1978 - January 1997
Skills
Private Equity, Due Diligence, Business Valuation, Auditing, Acquisitions, New Business Development, Sales, Mergers, Restructuring, Acquisition Integration, Leadership, Management, Accounting, Business Planning, Managerial Finance, Financial Modeling, Recruiting, Finance, Mergers & Acquisitions, Start-ups, IPO, Venture Capital, Strategic Financial..., Forecasting, SEC filings, Executive Management, Financial Analysis, Financial Reporting, International Business, Management Consulting, Valuation, Corporate Development, Human Resources, Entrepreneurship, Corporate Governance, Corporate Finance, Turn Around Management, Sarbanes-Oxley Act, Strategy, Joint Ventures, Investments, Internal Controls, Divestitures, Project Planning, M&A experience, Microsoft Excel, Strategic Planning, Business Strategy, Business Development, Investment Banking
Education
The George Washington University - School of Business 1973 — 1977
William Benz's Tatum LLC Experience 2000 - 2010
Job Chief Executive Officer of Broadscope Advisors, LLC
Industry Financial Services
Experience
Broadscope Advisors, LLC May 2015 - Present
Enhanced Energy, LLC September 2012 - December 2014
EnergySolutions 2010 - 2012
Tatum, LLC 2000 - 2010
Blue Cross Blue Shield of Colorado 1997 - 1998
MetLife Healthcare Management Corporation 1994 - 1995
FHP International Corporation 1986 - 1993
Western Digital Corporation 1980 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Start-ups, Managerial Finance, Strategic Planning, Sarbanes-Oxley Act, SEC filings, Business Strategy, Business Planning, Management, Entrepreneurship, Leadership, Corporate Finance, Marketing Strategy, Executive Management, Team Building, Business Development, Budgets, Contract Negotiation
Education
California State University Long Beach 1972 — 1974
Master of Business Administration (MBA)
University of California, Los Angeles 1968 — 1972
Bachelor of Science (BS)
Broadscope Advisors, LLC May 2015 - Present
Enhanced Energy, LLC September 2012 - December 2014
EnergySolutions 2010 - 2012
Tatum, LLC 2000 - 2010
Blue Cross Blue Shield of Colorado 1997 - 1998
MetLife Healthcare Management Corporation 1994 - 1995
FHP International Corporation 1986 - 1993
Western Digital Corporation 1980 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Start-ups, Managerial Finance, Strategic Planning, Sarbanes-Oxley Act, SEC filings, Business Strategy, Business Planning, Management, Entrepreneurship, Leadership, Corporate Finance, Marketing Strategy, Executive Management, Team Building, Business Development, Budgets, Contract Negotiation
Education
California State University Long Beach 1972 — 1974
Master of Business Administration (MBA)
University of California, Los Angeles 1968 — 1972
Bachelor of Science (BS)
Timothy Zier's Tatum LLC Experience 2002 - 2007
Job General Manager at Farallon Consulting
Industry Financial Services
Experience
Farallon Consulting August 2012 - Present
Zier Consulting March 2011 - August 2012
Nuun & Company, Inc. December 2009 - January 2011
CFO Selections 2008 - 2010
Tatum LLC 2002 - 2007
Timacheff-Zier 2001 - 2002
TURN OFF the TV 1994 - 2001
Advanced Gravis Technology 1992 - 1994
Logitech International SA and Logitech, Inc. 1986 - 1992
Micro MRP, Inc. 1985 - 1986
Skills
Financial Management, Strategic Planning, Financial Accounting, Managerial Finance, Team Building, Start-ups, Forecasting, Mergers & Acquisitions, Strategy, Finance, Financial Analysis, Commercial Real Estate..., Financial Modeling, Entrepreneurship, Management, Leadership, Internal Controls, Mergers, Business Strategy, Project Planning, Due Diligence, Budgets, Change Management, Business Planning, Accounting, Strategic Financial..., Venture Capital, Risk Management, Process Improvement, Cross-functional Team..., Executive Management, Management Consulting, Corporate Finance, Auditing, Recruiting, Marketing, Banking, Private Equity, Restructuring, Acquisition Integration, Human Resources, Business Process..., Corporate Development, Cash Management, Business Development, Sarbanes-Oxley Act, Financial Reporting, Consulting, Cash Flow
Education
Stanford University Graduate School of Business 1976 — 1978
MBA, Management
Washington State University 1966 — 1971
BA Bus Admin, Accounting
Farallon Consulting August 2012 - Present
Zier Consulting March 2011 - August 2012
Nuun & Company, Inc. December 2009 - January 2011
CFO Selections 2008 - 2010
Tatum LLC 2002 - 2007
Timacheff-Zier 2001 - 2002
TURN OFF the TV 1994 - 2001
Advanced Gravis Technology 1992 - 1994
Logitech International SA and Logitech, Inc. 1986 - 1992
Micro MRP, Inc. 1985 - 1986
Skills
Financial Management, Strategic Planning, Financial Accounting, Managerial Finance, Team Building, Start-ups, Forecasting, Mergers & Acquisitions, Strategy, Finance, Financial Analysis, Commercial Real Estate..., Financial Modeling, Entrepreneurship, Management, Leadership, Internal Controls, Mergers, Business Strategy, Project Planning, Due Diligence, Budgets, Change Management, Business Planning, Accounting, Strategic Financial..., Venture Capital, Risk Management, Process Improvement, Cross-functional Team..., Executive Management, Management Consulting, Corporate Finance, Auditing, Recruiting, Marketing, Banking, Private Equity, Restructuring, Acquisition Integration, Human Resources, Business Process..., Corporate Development, Cash Management, Business Development, Sarbanes-Oxley Act, Financial Reporting, Consulting, Cash Flow
Education
Stanford University Graduate School of Business 1976 — 1978
MBA, Management
Washington State University 1966 — 1971
BA Bus Admin, Accounting
Gary Gregory's Tatum LLC Experience December 2008 - August 2012
Job Managing Consultant at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions August 2012 - Present
Tatum LLC December 2008 - August 2012
Outsourcing Solutions Inc. April 2005 - March 2008
Sears, Roebuck and Co. April 2003 - April 2005
Ernst & Young / CGE&Y / Capgemini April 1997 - April 2003
Decision-Science Applications, Inc. February 1993 - April 1997
Telos Consulting Services September 1992 - February 1993
United States Air Force May 1985 - September 1992
Skills
CRM, Team Management, IT Strategy, PMO, Business Process..., Program Management, Business Process, Strategy, Leadership, Management, Integration, Business Intelligence, Enterprise Architecture, Project Planning, Software Development, Governance, Project Management, Analysis, Project Delivery, ERP, Strategic Planning, Consulting, Quality Assurance, Team Building, Outsourcing, Vendor Management, Management Consulting, Training, Process Improvement, IT Management, Business Transformation, Information Technology, SDLC, Project Portfolio..., Change Management, Cross-functional Team..., Business Analysis, Professional Services, Budgets, Business Process..., Executive Management, Acquisition Integration, Enterprise Software, Requirements Analysis, SaaS, Software Project..., Risk Management, Cloud Computing
Education
University of Colorado Colorado Springs 1990 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1988 — 1990
MS, Computer Science
United States Air Force Academy 1981 — 1985
BS, Computer Science
Cognizant Technology Solutions August 2012 - Present
Tatum LLC December 2008 - August 2012
Outsourcing Solutions Inc. April 2005 - March 2008
Sears, Roebuck and Co. April 2003 - April 2005
Ernst & Young / CGE&Y / Capgemini April 1997 - April 2003
Decision-Science Applications, Inc. February 1993 - April 1997
Telos Consulting Services September 1992 - February 1993
United States Air Force May 1985 - September 1992
Skills
CRM, Team Management, IT Strategy, PMO, Business Process..., Program Management, Business Process, Strategy, Leadership, Management, Integration, Business Intelligence, Enterprise Architecture, Project Planning, Software Development, Governance, Project Management, Analysis, Project Delivery, ERP, Strategic Planning, Consulting, Quality Assurance, Team Building, Outsourcing, Vendor Management, Management Consulting, Training, Process Improvement, IT Management, Business Transformation, Information Technology, SDLC, Project Portfolio..., Change Management, Cross-functional Team..., Business Analysis, Professional Services, Budgets, Business Process..., Executive Management, Acquisition Integration, Enterprise Software, Requirements Analysis, SaaS, Software Project..., Risk Management, Cloud Computing
Education
University of Colorado Colorado Springs 1990 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1988 — 1990
MS, Computer Science
United States Air Force Academy 1981 — 1985
BS, Computer Science
Stephen Fenton's Tatum LLC Experience November 2006 - August 2012
Job Founder and Managing Partner at SRF Partners, LLC
Industry Financial Services
Experience
SRF Partners, LLC August 2015 - Present
Parker Stephens, LLC April 2014 - July 2015
Beacon Resources August 2012 - April 2013
Tatum LLC November 2006 - August 2012
Lucas Group November 2005 - October 2006
Kelly Financial Resources April 2000 - October 2005
Ernst & Young 1990 - 1993
Skills
Applicant Tracking..., Talent Acquisition, Executive Search, Recruiting, Technical Recruiting, Talent Management, Human Resources, Contract Recruitment, Sourcing, Temporary Staffing, Performance Management, Internet Recruiting, Cold Calling, Employer Branding, Vendor Management, Staffing Services, Temporary Placement, Employee Relations, HRIS, Business Development, Benefits Negotiation, Management Consulting, Account Management, Personnel Management, Strategy, Consulting, Executive Management, Management, Professional Services, Outsourcing, Acquisition Integration, CRM, Start-ups, Leadership, Restructuring, Finance, Business Process..., Financial Services, Accounting, Business Planning, Auditing, Employee Benefits, Mergers & Acquisitions, Change Management, Managerial Finance, Due Diligence
Education
Texas A&M University 1987 — 1991
BBA, Accounting
SRF Partners, LLC August 2015 - Present
Parker Stephens, LLC April 2014 - July 2015
Beacon Resources August 2012 - April 2013
Tatum LLC November 2006 - August 2012
Lucas Group November 2005 - October 2006
Kelly Financial Resources April 2000 - October 2005
Ernst & Young 1990 - 1993
Skills
Applicant Tracking..., Talent Acquisition, Executive Search, Recruiting, Technical Recruiting, Talent Management, Human Resources, Contract Recruitment, Sourcing, Temporary Staffing, Performance Management, Internet Recruiting, Cold Calling, Employer Branding, Vendor Management, Staffing Services, Temporary Placement, Employee Relations, HRIS, Business Development, Benefits Negotiation, Management Consulting, Account Management, Personnel Management, Strategy, Consulting, Executive Management, Management, Professional Services, Outsourcing, Acquisition Integration, CRM, Start-ups, Leadership, Restructuring, Finance, Business Process..., Financial Services, Accounting, Business Planning, Auditing, Employee Benefits, Mergers & Acquisitions, Change Management, Managerial Finance, Due Diligence
Education
Texas A&M University 1987 — 1991
BBA, Accounting
Kim Fetterman, CPA, CTP's Tatum LLC Experience September 2003 - December 2009
Job Financial Executive
Industry Financial Services
Experience
Woodcock Washburn LLP / Baker & Hostetler LLP April 2008 - April 2014
Tatum LLC September 2003 - December 2009
America's Choice Healthplans 2000 - 2003
Fetterman & Associates 1996 - 2000
Underwood Memorial Health System 1994 - 1996
Skills
Strategy, Business Planning, Mergers & Acquisitions, Start-ups, Corporate Governance, Insurance, Venture Capital, Business Strategy, Due Diligence, Accounting, Financial Modeling, Acquisition Integration, Contract Negotiation, Executive Management, Asset Management, Valuation, Private Equity, Analysis, SEC filings, Finance, Risk Management, Managerial Finance, Corporate Development, Entrepreneurship, Financial Services, Restructuring, Investments, Strategic Financial..., Financial Analysis, Corporate Finance, Divestitures, IPO, Business Valuation, Treasury Management, Investor Relations, Cash Management, Working Capital..., Project Finance, M&A experience, Securities, Acquisitions, Cash Flow, Financial Structuring, Treasury, Private Placements, Cash Flow Forecasting, Consolidation, Public Companies, Debt Restructuring, Revenue Recognition
Education
Syracuse University - Martin J. Whitman School of Management
MBA, General Management
University of Denver - Daniels College of Business
BS Acctg, Accounting
Woodcock Washburn LLP / Baker & Hostetler LLP April 2008 - April 2014
Tatum LLC September 2003 - December 2009
America's Choice Healthplans 2000 - 2003
Fetterman & Associates 1996 - 2000
Underwood Memorial Health System 1994 - 1996
Skills
Strategy, Business Planning, Mergers & Acquisitions, Start-ups, Corporate Governance, Insurance, Venture Capital, Business Strategy, Due Diligence, Accounting, Financial Modeling, Acquisition Integration, Contract Negotiation, Executive Management, Asset Management, Valuation, Private Equity, Analysis, SEC filings, Finance, Risk Management, Managerial Finance, Corporate Development, Entrepreneurship, Financial Services, Restructuring, Investments, Strategic Financial..., Financial Analysis, Corporate Finance, Divestitures, IPO, Business Valuation, Treasury Management, Investor Relations, Cash Management, Working Capital..., Project Finance, M&A experience, Securities, Acquisitions, Cash Flow, Financial Structuring, Treasury, Private Placements, Cash Flow Forecasting, Consolidation, Public Companies, Debt Restructuring, Revenue Recognition
Education
Syracuse University - Martin J. Whitman School of Management
MBA, General Management
University of Denver - Daniels College of Business
BS Acctg, Accounting
Dan Steimle's Tatum LLC Experience 2007 - 2008
Job Telecommunications Consultant and Contractor
Industry Consumer Goods
Experience
Randstad September 2012 - August 2013
Armored AutoGroup Inc. December 2010 - April 2012
PlanetOut Inc. 2007 - 2009
Tatum LLC 2007 - 2008
R2 Technologies 2006 - 2007
R2 Technology 2003 - 2005
AFC, Turin Networks 1993 - 2004
Thuridion 1994 - 2000
Mitek Systems Inc. 1986 - 1998
Skills
Start-ups, Business Development, Strategy, Mergers & Acquisitions, Product Management
Education
University of Colorado Denver 1974 — 1976
Graduate work on DBA, Business, Management, Marketing, and Related Support Services
University of Cincinnati 1970 — 1971
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
The Ohio State University 1966 — 1970
Bachelor’s Degree, Accounting and Finance
Randstad September 2012 - August 2013
Armored AutoGroup Inc. December 2010 - April 2012
PlanetOut Inc. 2007 - 2009
Tatum LLC 2007 - 2008
R2 Technologies 2006 - 2007
R2 Technology 2003 - 2005
AFC, Turin Networks 1993 - 2004
Thuridion 1994 - 2000
Mitek Systems Inc. 1986 - 1998
Skills
Start-ups, Business Development, Strategy, Mergers & Acquisitions, Product Management
Education
University of Colorado Denver 1974 — 1976
Graduate work on DBA, Business, Management, Marketing, and Related Support Services
University of Cincinnati 1970 — 1971
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
The Ohio State University 1966 — 1970
Bachelor’s Degree, Accounting and Finance
Jeff Henninger's Tatum LLC Experience January 2007 - Present
Job Manager
Industry Human Resources
Experience
Tatum LLC January 2007 - Present
The Alexander Group 2000 - 2005
Education
Tabor College
B.S., Organizational Development
Tatum LLC January 2007 - Present
The Alexander Group 2000 - 2005
Education
Tabor College
B.S., Organizational Development
Scott C. Thompson's Tatum LLC Experience March 2007 - August 2009
Job Associate at Haynes and Boone, LLP
Industry Law Practice
Experience
Haynes and Boone, LLP October 2012 - Present
Tatum, LLC March 2007 - August 2009
Dusold & Associates May 2005 - March 2007
Spherion October 2002 - April 2005
Delta Airlines September 1996 - September 2002
Education
Texas Wesleyan University School of Law 2009 — 2012
Doctor of Law (J.D.), Summa Cum Laude
Texas A&M University 1992 — 1996
BA, Political Science
Haynes and Boone, LLP October 2012 - Present
Tatum, LLC March 2007 - August 2009
Dusold & Associates May 2005 - March 2007
Spherion October 2002 - April 2005
Delta Airlines September 1996 - September 2002
Education
Texas Wesleyan University School of Law 2009 — 2012
Doctor of Law (J.D.), Summa Cum Laude
Texas A&M University 1992 — 1996
BA, Political Science
David Williams - CIA, CISA, MBA's Tatum LLC Experience December 2008 - February 2012
Job IT Audit Manager at DR Horton
Industry Construction
Experience
DR Horton February 2012 - Present
Magnolia Coca Cola 2013 - Present
Fort Worth IIA 2005 - 2015
Tatum LLC December 2008 - February 2012
Plexent October 2007 - October 2008
Oil States International July 2005 - October 2007
Jefferson Wells October 2000 - June 2005
Overnite Transportation October 1992 - October 2000
Skills
Internal Audit, Sarbanes-Oxley, IT Security, COSO, COBIT, Process Reviews, IT Audit, ITIL, Risk Management, Internal Controls, ITGC, Construction Audit, Process Mapping, Operations Management, Accounting, Project Management, Business Development, Auditing, Information Security, ERP, Business Process..., Sarbanes-Oxley Act, Process Improvement, Reviews, Business Process, Financial Risk, Governance
Education
The University of Texas at Arlington - College of Business 2007 — 2008
Executive MBA, Globally Focused Master of Business Administration
Southern Arkansas University 1984 — 1988
BBA, Accounting
DR Horton February 2012 - Present
Magnolia Coca Cola 2013 - Present
Fort Worth IIA 2005 - 2015
Tatum LLC December 2008 - February 2012
Plexent October 2007 - October 2008
Oil States International July 2005 - October 2007
Jefferson Wells October 2000 - June 2005
Overnite Transportation October 1992 - October 2000
Skills
Internal Audit, Sarbanes-Oxley, IT Security, COSO, COBIT, Process Reviews, IT Audit, ITIL, Risk Management, Internal Controls, ITGC, Construction Audit, Process Mapping, Operations Management, Accounting, Project Management, Business Development, Auditing, Information Security, ERP, Business Process..., Sarbanes-Oxley Act, Process Improvement, Reviews, Business Process, Financial Risk, Governance
Education
The University of Texas at Arlington - College of Business 2007 — 2008
Executive MBA, Globally Focused Master of Business Administration
Southern Arkansas University 1984 — 1988
BBA, Accounting
Colleen Hall, CPC CPMA CIRCC's Tatum LLC Experience July 2009 - August 2010
Job Senior Manager at Crowe Horwath LLP
Industry Hospital & Health Care
Experience
Crowe Horwath LLP April 2010 - Present
Tatum LLC July 2009 - August 2010
Ernst and Young May 2005 - July 2009
Skills
Revenue Cycle, Healthcare Consulting, Healthcare, Hospitals, Healthcare Information..., Healthcare Industry, Healthcare Management, Management Consulting, Financial Analysis, Managed Care, EHR, Process Improvement, HIPAA, Performance Improvement, Physicians, Team Building, Auditing, Health Information..., Medicaid, Practice Management, Epic Systems, Insurance, Medicare, Business Process..., Revenue Cycle Management, Data Analysis, Physician Relations, Meditech, Informatics
Education
Robert Morris University 1997 — 2004
Master's degree, Business Administration and Management, General
Robert Morris University 1997 — 2001
Bachelor's degree, Health Services Administration
Crowe Horwath LLP April 2010 - Present
Tatum LLC July 2009 - August 2010
Ernst and Young May 2005 - July 2009
Skills
Revenue Cycle, Healthcare Consulting, Healthcare, Hospitals, Healthcare Information..., Healthcare Industry, Healthcare Management, Management Consulting, Financial Analysis, Managed Care, EHR, Process Improvement, HIPAA, Performance Improvement, Physicians, Team Building, Auditing, Health Information..., Medicaid, Practice Management, Epic Systems, Insurance, Medicare, Business Process..., Revenue Cycle Management, Data Analysis, Physician Relations, Meditech, Informatics
Education
Robert Morris University 1997 — 2004
Master's degree, Business Administration and Management, General
Robert Morris University 1997 — 2001
Bachelor's degree, Health Services Administration
Moira Hagan's Tatum LLC Experience May 2007 - September 2009
Job Managing Director at Xcentri
Industry Accounting
Experience
Xcentri June 2015 - Present
Xcentri August 2014 - Present
The StockWorth Group November 2009 - August 2014
Tatum, LLC May 2007 - September 2009
Staffing Now 2000 - 2005
Skills
Mergers & Acquisitions, Staffing Services, Technical Recruiting, Executive Search, Talent Acquisition, Business Development, Recruiting, Acquisition Integration, Sourcing, Management Consulting, Contract Recruitment, Accounting, Business Process..., Applicant Tracking..., Strategic Planning, Finance, Financial Analysis, Internet Recruiting, Temporary Placement, Leadership, Temporary Staffing, Consulting, Executive Management, Management, Human Resources, Permanent Placement, Strategy, Start-ups, Financial Services, Professional Services, Restructuring, Talent Management, Process Improvement, Budgets, Training, Team Building, Financial Reporting, Sales, Program Management, Forecasting, New Business Development, Business Strategy
Education
St. Mary's College 1990 — 1994
BA, Accounting, Finance
Xcentri June 2015 - Present
Xcentri August 2014 - Present
The StockWorth Group November 2009 - August 2014
Tatum, LLC May 2007 - September 2009
Staffing Now 2000 - 2005
Skills
Mergers & Acquisitions, Staffing Services, Technical Recruiting, Executive Search, Talent Acquisition, Business Development, Recruiting, Acquisition Integration, Sourcing, Management Consulting, Contract Recruitment, Accounting, Business Process..., Applicant Tracking..., Strategic Planning, Finance, Financial Analysis, Internet Recruiting, Temporary Placement, Leadership, Temporary Staffing, Consulting, Executive Management, Management, Human Resources, Permanent Placement, Strategy, Start-ups, Financial Services, Professional Services, Restructuring, Talent Management, Process Improvement, Budgets, Training, Team Building, Financial Reporting, Sales, Program Management, Forecasting, New Business Development, Business Strategy
Education
St. Mary's College 1990 — 1994
BA, Accounting, Finance
Darrell Jolley's Tatum LLC Experience April 2002 - April 2012
Job at Hardies Fresh Foods
Industry Financial Services
Experience
Hardie's Fresh Foods September 2013 - Present
BlackBriar Advisors March 2012 - Present
Service Radio Rentals & Industrial Blind Solutions June 2009 - May 2012
Tatum LLC April 2002 - April 2012
Crossmark March 2007 - November 2007
United Samsco August 2006 - February 2007
United Samsco January 2003 - February 2007
Mirenco November 2000 - January 2002
Airtech International October 1999 - August 2000
Eyemakers July 1995 - September 1999
Skills
Forecasting, Cash Flow, Finance, Mergers, Strategic Planning, SEC filings, Restructuring, Due Diligence, Accounting, Financial Reporting, Managerial Finance, Treasury, Financial Modeling, Financial Analysis, Management Consulting, Process Improvement, Retail, Cash Management, Internal Controls, Bankruptcy, Mergers & Acquisitions, Acquisition Integration, Budgets, Auditing, Leadership, Private Equity, Strategic Financial..., Divestitures, Executive Management, Corporate Finance, Financial Planning, SEC Filings, Strategy, Management, Business Strategy, Start-ups
Education
The University of Texas at Austin 1981 — 1985
BBA, Business Honors & Accounting
Hardie's Fresh Foods September 2013 - Present
BlackBriar Advisors March 2012 - Present
Service Radio Rentals & Industrial Blind Solutions June 2009 - May 2012
Tatum LLC April 2002 - April 2012
Crossmark March 2007 - November 2007
United Samsco August 2006 - February 2007
United Samsco January 2003 - February 2007
Mirenco November 2000 - January 2002
Airtech International October 1999 - August 2000
Eyemakers July 1995 - September 1999
Skills
Forecasting, Cash Flow, Finance, Mergers, Strategic Planning, SEC filings, Restructuring, Due Diligence, Accounting, Financial Reporting, Managerial Finance, Treasury, Financial Modeling, Financial Analysis, Management Consulting, Process Improvement, Retail, Cash Management, Internal Controls, Bankruptcy, Mergers & Acquisitions, Acquisition Integration, Budgets, Auditing, Leadership, Private Equity, Strategic Financial..., Divestitures, Executive Management, Corporate Finance, Financial Planning, SEC Filings, Strategy, Management, Business Strategy, Start-ups
Education
The University of Texas at Austin 1981 — 1985
BBA, Business Honors & Accounting
Russell Tackett's Tatum LLC Experience October 2009 - October 2011
Job Managing Partner at JNL, LLC
Industry Banking
Experience
JNL, LLC October 2011 - Present
Tatum LLC October 2009 - October 2011
Signature Bank Dallas May 2000 - October 2005
Inwood National Bank August 1995 - May 2000
Grayson County State Bank June 1992 - August 1995
Northern Trust June 1991 - June 1992
Compass Bank June 1988 - June 1991
Parkway Bank & Trust May 1984 - June 1988
Town North Bank January 1981 - May 1984
First United Bancorporation January 1974 - January 1981
Skills
Risk Management, Financial Reporting, Accounting, Budgeting, Credit, Strategic Planning, Commercial Banking, Banking, Mergers, Due Diligence, Financial Analysis, Mergers & Acquisitions, Budgets, Executive Management, Investments, Corporate Finance, Portfolio Management, Loans, Finance, Management, Strategic Financial..., Cash Management, Commercial Lending, Process Improvement, Treasury Management, Credit Analysis, Financial Risk, Restructuring, Financial Modeling, Asset Management, Financial Services, Managerial Finance
Education
Southern Methodist University 1978 — 1980
Banking, General Banking
Texas Christian University - M.J. Neeley School of Business 1969 — 1974
BBA, Accounting & Economics
Grandview High School
JNL, LLC October 2011 - Present
Tatum LLC October 2009 - October 2011
Signature Bank Dallas May 2000 - October 2005
Inwood National Bank August 1995 - May 2000
Grayson County State Bank June 1992 - August 1995
Northern Trust June 1991 - June 1992
Compass Bank June 1988 - June 1991
Parkway Bank & Trust May 1984 - June 1988
Town North Bank January 1981 - May 1984
First United Bancorporation January 1974 - January 1981
Skills
Risk Management, Financial Reporting, Accounting, Budgeting, Credit, Strategic Planning, Commercial Banking, Banking, Mergers, Due Diligence, Financial Analysis, Mergers & Acquisitions, Budgets, Executive Management, Investments, Corporate Finance, Portfolio Management, Loans, Finance, Management, Strategic Financial..., Cash Management, Commercial Lending, Process Improvement, Treasury Management, Credit Analysis, Financial Risk, Restructuring, Financial Modeling, Asset Management, Financial Services, Managerial Finance
Education
Southern Methodist University 1978 — 1980
Banking, General Banking
Texas Christian University - M.J. Neeley School of Business 1969 — 1974
BBA, Accounting & Economics
Grandview High School
Kristen Zarbock's Tatum LLC Experience October 2008 - June 2009
Job Consultant Meditology Services
Industry Hospital & Health Care
Experience
Meditology Services May 2015 - Present
WellStar Health System January 2014 - April 2015
Grady Health System July 2009 - December 2013
Tatum LLC October 2008 - June 2009
PricewaterhouseCoopers March 2004 - October 2008
Skills
Epic Systems, Hospitals, Ambulatory, CPOE, Software Documentation, Revenue Cycle, Software Implementation, ClinDoc, Ambulatory Care, Inpatient, Medical Records, Health Information..., Process Improvement, Project Management, EMR, Management, Management Consulting, EHR, Leadership, Training, Healthcare Information...
Education
University of Florida - Warrington College of Business Administration 2002 — 2003
Master of Science, Decision and Information Sciences
University of Florida - Warrington College of Business Administration 1998 — 2002
Bachelor of Science, Business Administration
Meditology Services May 2015 - Present
WellStar Health System January 2014 - April 2015
Grady Health System July 2009 - December 2013
Tatum LLC October 2008 - June 2009
PricewaterhouseCoopers March 2004 - October 2008
Skills
Epic Systems, Hospitals, Ambulatory, CPOE, Software Documentation, Revenue Cycle, Software Implementation, ClinDoc, Ambulatory Care, Inpatient, Medical Records, Health Information..., Process Improvement, Project Management, EMR, Management, Management Consulting, EHR, Leadership, Training, Healthcare Information...
Education
University of Florida - Warrington College of Business Administration 2002 — 2003
Master of Science, Decision and Information Sciences
University of Florida - Warrington College of Business Administration 1998 — 2002
Bachelor of Science, Business Administration
Mark Eberle - CISSP's Tatum LLC Experience September 2005 - March 2008
Job I/T Consultant Security, Governance, RIsk, Compliance
Industry Information Technology and Services
Experience
Security, Governance, Risk Management, Compliance April 2008 - Present
Tatum LLC September 2005 - March 2008
Skills
Information Security..., Requirements Analysis, Internal Controls, Sarbanes-Oxley Act, Information Security, Outsourcing, Financial Modeling, Cross-functional Team..., SDLC, IT Strategy, Mergers, Change Management, Software Development, Cloud Computing, SaaS, SAP, Program Management, Process Improvement, Project Management, Management, Business Intelligence, COBIT, Integration, Governance, Internal Audit, Business Process, Due Diligence, PMO, Auditing, Strategic Planning, Business Analysis, IT Management, CRM, Business Development, Disaster Recovery, Security, Solution Selling, Risk Assessment, Contract Negotiation, Sarbanes-Oxley, Enterprise Architecture, Business Process..., Mergers & Acquisitions, Entrepreneurship, Enterprise Software, Project Portfolio..., Executive Management, Computer Security, Information Technology, Vendor Management
Education
The University of Texas at Arlington
Security, Governance, Risk Management, Compliance April 2008 - Present
Tatum LLC September 2005 - March 2008
Skills
Information Security..., Requirements Analysis, Internal Controls, Sarbanes-Oxley Act, Information Security, Outsourcing, Financial Modeling, Cross-functional Team..., SDLC, IT Strategy, Mergers, Change Management, Software Development, Cloud Computing, SaaS, SAP, Program Management, Process Improvement, Project Management, Management, Business Intelligence, COBIT, Integration, Governance, Internal Audit, Business Process, Due Diligence, PMO, Auditing, Strategic Planning, Business Analysis, IT Management, CRM, Business Development, Disaster Recovery, Security, Solution Selling, Risk Assessment, Contract Negotiation, Sarbanes-Oxley, Enterprise Architecture, Business Process..., Mergers & Acquisitions, Entrepreneurship, Enterprise Software, Project Portfolio..., Executive Management, Computer Security, Information Technology, Vendor Management
Education
The University of Texas at Arlington
Allison Roscoe's Tatum LLC Experience August 2007 - June 2008
Job Donor Services Administrator
Industry Executive Office
Experience
Give Kids The World February 2013 - Present
AISG February 2011 - February 2013
OfficeTeam June 2008 - February 2011
Tatum, LLC August 2007 - June 2008
Scientific Atlanta March 2007 - August 2007
Trespa North America April 2005 - February 2007
GIA June 2003 - April 2005
Korn/Ferry International 1999 - 2000
Skills
PeopleSoft, Microsoft Excel, Human Resources, Microsoft Word, Microsoft Office, SAP, Consulting, Data Entry, CRM, Visio, Database Administration, Sales, Event Management, Research, Management, Policy, Training, Government, Project Management, Event Planning, Nonprofits, Databases, Analysis, Fundraising, Access, Leadership, Outlook, Project Delivery, Recruiting, Software Documentation
Education
State University of New York at Stony Brook 1992 — 1994
BA, English
Give Kids The World February 2013 - Present
AISG February 2011 - February 2013
OfficeTeam June 2008 - February 2011
Tatum, LLC August 2007 - June 2008
Scientific Atlanta March 2007 - August 2007
Trespa North America April 2005 - February 2007
GIA June 2003 - April 2005
Korn/Ferry International 1999 - 2000
Skills
PeopleSoft, Microsoft Excel, Human Resources, Microsoft Word, Microsoft Office, SAP, Consulting, Data Entry, CRM, Visio, Database Administration, Sales, Event Management, Research, Management, Policy, Training, Government, Project Management, Event Planning, Nonprofits, Databases, Analysis, Fundraising, Access, Leadership, Outlook, Project Delivery, Recruiting, Software Documentation
Education
State University of New York at Stony Brook 1992 — 1994
BA, English
Mike Cook, SPHR's Tatum LLC Experience June 2006 - July 2007
Job Corporate HR Director at Atrium Corporation
Industry Building Materials
Experience
Atrium Companies July 2007 - Present
Tatum LLC June 2006 - July 2007
State Farm Insurance May 1994 - June 2005
Skills
Employee Relations, Recruiting, Employer Branding, Employee Benefits, Human Resources, Benefits Administration, Coaching, Training, Management, Program Management, Talent Acquisition, Succession Planning
Education
Southwest Texas State University 1990 — 1994
BBA, Management
Atrium Companies July 2007 - Present
Tatum LLC June 2006 - July 2007
State Farm Insurance May 1994 - June 2005
Skills
Employee Relations, Recruiting, Employer Branding, Employee Benefits, Human Resources, Benefits Administration, Coaching, Training, Management, Program Management, Talent Acquisition, Succession Planning
Education
Southwest Texas State University 1990 — 1994
BBA, Management
Jeri Baker's Tatum LLC Experience Risk AnalystDR HortonMarch 2004 - March 2006
Job Manager at Tatum, LLC
Industry Accounting
Experience
Tatum, LLC Risk AnalystDR HortonMarch 2004 - March 2006
KPMG 2002 - 2004
Andersen 2001 - 2002
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Tatum, LLC Risk AnalystDR HortonMarch 2004 - March 2006
KPMG 2002 - 2004
Andersen 2001 - 2002
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Ron Thomison's Tatum LLC Experience Manager of Information SystemsThe Controller Group2005 - 2006
Job Senior Associate at Tatum, LLC
Industry Information Technology and Services
Experience
Tatum, LLC Manager of Information SystemsThe Controller Group2005 - 2006
Alamo City Information Systems 2000 - 2005
Education
The University of Texas at San Antonio
Tatum, LLC Manager of Information SystemsThe Controller Group2005 - 2006
Alamo City Information Systems 2000 - 2005
Education
The University of Texas at San Antonio
Myra Rockymore's Tatum LLC Experience May 2008 - June 2010
Job Sr. Account Representative at Randstad
Industry Staffing and Recruiting
Experience
Randstad Sr. Account Service RepresentativeRandstad Work Solutions - USSeptember 2012 - Present
Randstad Work Solutions - US June 2010 - August 2012
Tatum LLC May 2008 - June 2010
Bekaert Specialty Films, LLC August 2000 - April 2007
Quantegy, Inc 1996 - 2000
Unisys Corporation June 1985 - May 1996
Skills
Accounts Receivable, Forecasting, Customer Service, Microsoft Office, Contract Negotiation, Operations Management, Accounting, Billing, Excel, Administration, Word, Account Management, Business Planning, Inventory Management, SAP, Problem Solving, PowerPoint, Contract Management, Negotiation, Team Building, Process Improvement, Sales Management, Coaching, New Business Development, Supervisory Skills, PeopleSoft, Hiring, Team Leadership, Customer Relations, Management, Leadership, Invoicing, Budgets, Human Resources
Education
Clayton State University 2012 — 2012
Six Signma Green Belt Certification
Clayton State University 2012 — 2012
Six Sigma Green Belt Certification
Tennessee Technological University - College of Business Administration
Bachelor of Business Administration (BBA), Office Management and Supervision
Randstad Sr. Account Service RepresentativeRandstad Work Solutions - USSeptember 2012 - Present
Randstad Work Solutions - US June 2010 - August 2012
Tatum LLC May 2008 - June 2010
Bekaert Specialty Films, LLC August 2000 - April 2007
Quantegy, Inc 1996 - 2000
Unisys Corporation June 1985 - May 1996
Skills
Accounts Receivable, Forecasting, Customer Service, Microsoft Office, Contract Negotiation, Operations Management, Accounting, Billing, Excel, Administration, Word, Account Management, Business Planning, Inventory Management, SAP, Problem Solving, PowerPoint, Contract Management, Negotiation, Team Building, Process Improvement, Sales Management, Coaching, New Business Development, Supervisory Skills, PeopleSoft, Hiring, Team Leadership, Customer Relations, Management, Leadership, Invoicing, Budgets, Human Resources
Education
Clayton State University 2012 — 2012
Six Signma Green Belt Certification
Clayton State University 2012 — 2012
Six Sigma Green Belt Certification
Tennessee Technological University - College of Business Administration
Bachelor of Business Administration (BBA), Office Management and Supervision
Hernan Rizo's Tatum LLC Experience June 2008 - May 2011
Job Partner & CFO at Arbyn Oil & Gas, LLC
Industry Oil & Energy
Experience
FleetServe June 2012 - October 2014
SAANA Advisors September 2010 - March 2012
Tatum LLC June 2008 - May 2011
E&P Capital October 2007 - October 2009
DinoTech Corp January 2007 - October 2007
R&R Capital August 2005 - January 2007
Q4i, Inc. 2004 - 2006
Skills
Finance, Investments, Investment Banking, Energy, Mergers & Acquisitions, Corporate Finance, Private Equity, Divestitures, Turnarounds, Capitalizations, Corp Strategy, Start Ups, Fast Growth, Value Add, Corp Sale and Exit...
Education
The University of Texas at Arlington 2001 — 2003
MBA, Finance
FleetServe June 2012 - October 2014
SAANA Advisors September 2010 - March 2012
Tatum LLC June 2008 - May 2011
E&P Capital October 2007 - October 2009
DinoTech Corp January 2007 - October 2007
R&R Capital August 2005 - January 2007
Q4i, Inc. 2004 - 2006
Skills
Finance, Investments, Investment Banking, Energy, Mergers & Acquisitions, Corporate Finance, Private Equity, Divestitures, Turnarounds, Capitalizations, Corp Strategy, Start Ups, Fast Growth, Value Add, Corp Sale and Exit...
Education
The University of Texas at Arlington 2001 — 2003
MBA, Finance
Gene McConnell's Tatum LLC Experience April 2002 - February 2010
Job Founder and Partner at C Squared Solutions
Industry Executive Office
Experience
C Squared Solutions, LLC October 2011 - Present
Fluensee, Inc. May 2007 - Present
Tatum LLC April 2002 - February 2010
Rainbow Rewards 2003 - 2006
Arrowhead Consulting Company 2001 - 2002
ClientLogic 1999 - 2001
MarketVision January 1996 - December 1999
Cottrell, Ltd. 1992 - 1994
Coral Companies, Inc. 1987 - 1990
Mademoiselle Management Corporation 1983 - 1987
Skills
CFO Services, Executive Management, Administration, Cash Flow, Mergers, Due Diligence, Financial Analysis, Cost Accounting, Financial Modeling, CFOs, Accounting, Strategic Financial..., Software, Acquisition Integration, Corporate Finance, Finance, Internal Audit, Mergers, Turn Around Management, Management
Education
University of Colorado at Denver 1988 — 1990
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 1970 — 1974
BS, Accounting
C Squared Solutions, LLC October 2011 - Present
Fluensee, Inc. May 2007 - Present
Tatum LLC April 2002 - February 2010
Rainbow Rewards 2003 - 2006
Arrowhead Consulting Company 2001 - 2002
ClientLogic 1999 - 2001
MarketVision January 1996 - December 1999
Cottrell, Ltd. 1992 - 1994
Coral Companies, Inc. 1987 - 1990
Mademoiselle Management Corporation 1983 - 1987
Skills
CFO Services, Executive Management, Administration, Cash Flow, Mergers, Due Diligence, Financial Analysis, Cost Accounting, Financial Modeling, CFOs, Accounting, Strategic Financial..., Software, Acquisition Integration, Corporate Finance, Finance, Internal Audit, Mergers, Turn Around Management, Management
Education
University of Colorado at Denver 1988 — 1990
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 1970 — 1974
BS, Accounting
Julie Averill's Tatum LLC Experience February 2007 - June 2008
Job Senior Financial Analyst at Biomet
Industry Medical Devices
Experience
Biomet July 2008 - Present
Tatum LLC February 2007 - June 2008
Zimmer July 2004 - December 2006
Whitinger & Company LLC June 1999 - July 2004
Skills
Sarbanes-Oxley Act, Financial Analysis
Education
Taylor University 1995 — 1999
Bachelor of Arts, Accounting and Business Administration
Biomet July 2008 - Present
Tatum LLC February 2007 - June 2008
Zimmer July 2004 - December 2006
Whitinger & Company LLC June 1999 - July 2004
Skills
Sarbanes-Oxley Act, Financial Analysis
Education
Taylor University 1995 — 1999
Bachelor of Arts, Accounting and Business Administration
David Kanzler's Tatum LLC Experience February 2001 - Present
Job CEO at Hinsdale Orthopedics
Industry Hospital & Health Care
Experience
Hinsdale Orthopedics October 2008 - Present
Tatum LLC February 2001 - Present
LifeMasters Supported SelfCare 2007 - 2008
Correctional Medical Services October 2006 - April 2007
Northwestern Memorial Hospital April 2006 - September 2006
HealthSouth Diagnostic Division 2004 - 2006
North American Medical Management June 1997 - January 2001
PhyCor, Inc. 1997 - 2001
University of Chicago Hospitals January 1994 - April 1997
Grant Hospital 1985 - 1989
Skills
Financial Modeling, Managed Care, Restructuring, Healthcare, Sarbanes-Oxley Act, Mergers, Financial Reporting, Managerial Finance, Acquisition Integration, Finance, Accounting, Healthcare Management, Healthcare Information..., Revenue Cycle, Executive Management, Auditing, Financial Analysis, SEC filings, Due Diligence, Strategic Planning, Mergers & Acquisitions, Internal Controls, Process Improvement, Hospitals, Forecasting, HIPAA, Venture Capital, GAAP, Leadership, Business Process..., Cash Flow, Revenue Cycle Management, Private Equity, Divestitures, Start-ups, Healthcare Consulting, Corporate Finance, Management Consulting, Healthcare Industry, Investor Relations
Education
The University of Chicago Booth School of Business 1984 — 1987
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Accountancy
Hinsdale Orthopedics October 2008 - Present
Tatum LLC February 2001 - Present
LifeMasters Supported SelfCare 2007 - 2008
Correctional Medical Services October 2006 - April 2007
Northwestern Memorial Hospital April 2006 - September 2006
HealthSouth Diagnostic Division 2004 - 2006
North American Medical Management June 1997 - January 2001
PhyCor, Inc. 1997 - 2001
University of Chicago Hospitals January 1994 - April 1997
Grant Hospital 1985 - 1989
Skills
Financial Modeling, Managed Care, Restructuring, Healthcare, Sarbanes-Oxley Act, Mergers, Financial Reporting, Managerial Finance, Acquisition Integration, Finance, Accounting, Healthcare Management, Healthcare Information..., Revenue Cycle, Executive Management, Auditing, Financial Analysis, SEC filings, Due Diligence, Strategic Planning, Mergers & Acquisitions, Internal Controls, Process Improvement, Hospitals, Forecasting, HIPAA, Venture Capital, GAAP, Leadership, Business Process..., Cash Flow, Revenue Cycle Management, Private Equity, Divestitures, Start-ups, Healthcare Consulting, Corporate Finance, Management Consulting, Healthcare Industry, Investor Relations
Education
The University of Chicago Booth School of Business 1984 — 1987
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Accountancy
Greg Rothe's Tatum LLC Experience January 2007 - December 2010
Job CFO at National Air Balance Company, Inc.
Industry Executive Office
Experience
National Air Balance Company, Inc. March 2009 - Present
Tatum, LLC January 2007 - December 2010
Martin-Brower 2003 - 2007
Signode Western Operations 1993 - 2000
Skills
Accounting, Financial Reporting, Financial Analysis, Finance, Leadership, Managerial Finance, Forecasting, Internal Controls, Sarbanes-Oxley Act, Access, Financial Modeling, Mergers & Acquisitions, Strategy, Management, Revenue Recognition, SEC filings
Education
University of the Pacific - Eberhardt School of Business 1995 — 1999
MBA, Entrepreneurship
San Jose State University 1988 — 1991
BS, Accounting
Granada HS
National Air Balance Company, Inc. March 2009 - Present
Tatum, LLC January 2007 - December 2010
Martin-Brower 2003 - 2007
Signode Western Operations 1993 - 2000
Skills
Accounting, Financial Reporting, Financial Analysis, Finance, Leadership, Managerial Finance, Forecasting, Internal Controls, Sarbanes-Oxley Act, Access, Financial Modeling, Mergers & Acquisitions, Strategy, Management, Revenue Recognition, SEC filings
Education
University of the Pacific - Eberhardt School of Business 1995 — 1999
MBA, Entrepreneurship
San Jose State University 1988 — 1991
BS, Accounting
Granada HS
Randy Mason, CPA's Tatum LLC Experience December 2006 - August 2009
Job President, Mason & Mason CPA's
Industry Accounting
Experience
Mason & Mason CPA's April 2010 - Present
Tatum LLC December 2006 - August 2009
Medrium 2001 - 2006
Spa Finder February 2001 - August 2001
Skills
Non-profits, Accounting, Management Consulting, Auditing, Tax Preparation, Financial Reporting, Financial Analysis, Finance, Due Diligence, Mergers & Acquisitions, Financial Modeling, Corporate Finance
Education
Sonoma State University 1989 — 1991
Mason & Mason CPA's April 2010 - Present
Tatum LLC December 2006 - August 2009
Medrium 2001 - 2006
Spa Finder February 2001 - August 2001
Skills
Non-profits, Accounting, Management Consulting, Auditing, Tax Preparation, Financial Reporting, Financial Analysis, Finance, Due Diligence, Mergers & Acquisitions, Financial Modeling, Corporate Finance
Education
Sonoma State University 1989 — 1991
Eddie Corbitt's Tatum LLC Experience January 2007 - February 2009
Job Chief Financial Officer at Prism Electric, Inc
Industry Construction
Experience
Prism Electric, Inc July 2010 - Present
G & R Electrical Company February 2009 - June 2010
Tatum LLC January 2007 - February 2009
Skills
Strategic Planning, Budgets, Contract Negotiation, Management, Team Building, Leadership, Contract Management, Financial Analysis, Finance, Construction, Mergers & Acquisitions, Financial Reporting, Mergers
Education
Southern Methodist University - Cox School of Business 1969 — 1972
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Prism Electric, Inc July 2010 - Present
G & R Electrical Company February 2009 - June 2010
Tatum LLC January 2007 - February 2009
Skills
Strategic Planning, Budgets, Contract Negotiation, Management, Team Building, Leadership, Contract Management, Financial Analysis, Finance, Construction, Mergers & Acquisitions, Financial Reporting, Mergers
Education
Southern Methodist University - Cox School of Business 1969 — 1972
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Donnell Hobbs's Tatum LLC Experience November 2009 - Present
Job Consultant at Deloitte/FDIC
Industry Accounting
Experience
Deloitte/FDIC December 2010 - Present
Tatum LLC November 2009 - Present
Genband 2010 - 2010
Tatum, LLC 2009 - 2010
Dynamex August 2007 - August 2009
Centex Homes 2001 - 2004
Skills
Business Strategy, Accounting, Treasury, Customer Service, Process Improvement, Budgets, Financial Analysis, Internal Audit, Strategic Planning, Financial Reporting, Leadership, Internal Controls, Microsoft Excel, Sarbanes-Oxley Act, Accounts Payable, Team Building, Consulting, Management
Education
The University of Dallas
Deloitte/FDIC December 2010 - Present
Tatum LLC November 2009 - Present
Genband 2010 - 2010
Tatum, LLC 2009 - 2010
Dynamex August 2007 - August 2009
Centex Homes 2001 - 2004
Skills
Business Strategy, Accounting, Treasury, Customer Service, Process Improvement, Budgets, Financial Analysis, Internal Audit, Strategic Planning, Financial Reporting, Leadership, Internal Controls, Microsoft Excel, Sarbanes-Oxley Act, Accounts Payable, Team Building, Consulting, Management
Education
The University of Dallas
Edward Little's Tatum LLC Experience 2008 - Present
Job Principal at Tatum LLC
Industry Accounting
Experience
Tatum LLC 2008 - Present
Bank of America 2004 - 2008
Orix Financial Services 2001 - 2004
Bank of America 1998 - 2001
InterContinental Hotels Group January 1991 - January 1998
Skills
Forecasting, Financial Analysis, Internal Controls, Financial Modeling, Mergers & Acquisitions, Process Improvement, Management, Accounts Receivable, Accounting, Finance, Auditing, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Budgets, Risk Management
Education
University of California, Santa Barbara 1981 — 1983
BA Business/Economics, economics
Tatum LLC 2008 - Present
Bank of America 2004 - 2008
Orix Financial Services 2001 - 2004
Bank of America 1998 - 2001
InterContinental Hotels Group January 1991 - January 1998
Skills
Forecasting, Financial Analysis, Internal Controls, Financial Modeling, Mergers & Acquisitions, Process Improvement, Management, Accounts Receivable, Accounting, Finance, Auditing, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Budgets, Risk Management
Education
University of California, Santa Barbara 1981 — 1983
BA Business/Economics, economics
Kevin Ingham's Tatum LLC Experience 2008 - March 2010
Job Senior Vice President, Human Resources at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global January 2013 - Present
Insight Global, Inc. December 2011 - January 2013
Insight Global, Inc. March 2010 - December 2011
Tatum, LLC 2008 - March 2010
BellSouth 2001 - 2007
Alston & Bird LLP 1995 - 2001
Skills
Human Resources
Education
Rutgers University School of Law - Camden 1990 — 1993
J.D., Law
Saint Joseph's University 1986 — 1990
Florence Twp. Mem. High School 1982 — 1986
Insight Global January 2013 - Present
Insight Global, Inc. December 2011 - January 2013
Insight Global, Inc. March 2010 - December 2011
Tatum, LLC 2008 - March 2010
BellSouth 2001 - 2007
Alston & Bird LLP 1995 - 2001
Skills
Human Resources
Education
Rutgers University School of Law - Camden 1990 — 1993
J.D., Law
Saint Joseph's University 1986 — 1990
Florence Twp. Mem. High School 1982 — 1986
Tom A Anderson's Tatum LLC Experience 2005 - Present
Job O'Rourke Petroleum President & COO
Industry Financial Services
Experience
O'Rourke Petroleum 2007 - Present
Tatum LLC 2005 - Present
Skills
Financial Reporting, Mergers, Internal Controls, Due Diligence, Managerial Finance, Accounting, Financial Analysis, US GAAP, Forecasting, Restructuring, Acquisition Integration, Financial Modeling, Corporate Finance, Treasury Management, CPA, Strategy, Business Strategy
Education
The University of Texas at Austin
BBA, Finance
Tulane University
MBA, Accounting
O'Rourke Petroleum 2007 - Present
Tatum LLC 2005 - Present
Skills
Financial Reporting, Mergers, Internal Controls, Due Diligence, Managerial Finance, Accounting, Financial Analysis, US GAAP, Forecasting, Restructuring, Acquisition Integration, Financial Modeling, Corporate Finance, Treasury Management, CPA, Strategy, Business Strategy
Education
The University of Texas at Austin
BBA, Finance
Tulane University
MBA, Accounting
Dawn Vandermolen's Tatum LLC Experience November 2008 - January 2009
Job Senior Accountant at Smile Brands Inc.
Industry Accounting
Experience
Smile Brands Inc. July 2009 - Present
Smile Brands Inc. July 2009 - May 2011
Standard Pacific Homes March 2009 - May 2009
Tatum LLC November 2008 - January 2009
K. Hovnanian Homes November 2007 - May 2008
K. Hovnanian Homes November 2006 - October 2007
K. Hovnanian Homes November 2004 - October 2006
K. Hovnanian Homes September 2003 - October 2004
K. Hovnanian Homes January 2001 - August 2003
New England Builders, Inc. May 1997 - June 2000
Education
Saddleback College 2004 — 2004
Accounting
University of Minnesota-Twin Cities 1990 — 1994
BA, Urban Studies
Smile Brands Inc. July 2009 - Present
Smile Brands Inc. July 2009 - May 2011
Standard Pacific Homes March 2009 - May 2009
Tatum LLC November 2008 - January 2009
K. Hovnanian Homes November 2007 - May 2008
K. Hovnanian Homes November 2006 - October 2007
K. Hovnanian Homes November 2004 - October 2006
K. Hovnanian Homes September 2003 - October 2004
K. Hovnanian Homes January 2001 - August 2003
New England Builders, Inc. May 1997 - June 2000
Education
Saddleback College 2004 — 2004
Accounting
University of Minnesota-Twin Cities 1990 — 1994
BA, Urban Studies
James Weatherford's Tatum LLC Experience 2007 - 2007
Job Consultant, Himformatics, LLC.
Industry Hospital & Health Care
Experience
Himformatics, LLC May 2015 - Present
KPMG US April 2014 - April 2015
KPMG 2014 - 2015
BRG 2012 - 2014
Huron Consulting Group October 2007 - July 2012
Tatum LLC 2007 - 2007
Ingenix 1998 - 2000
JA Thomas 1994 - 1996
USAF 1972 - 1992
Skills
Charge Description..., Charge Capture, EMR, Revenue Cycle, Healthcare Consulting, Revenue Cycle Management, Clinical Research, Performance Improvement, Healthcare Information..., Managed Care, Medicare, Physicians, Healthcare Industry, HIPAA, Hospitals, EHR, Practice Management, Epic Systems
Education
Troy University 1990 — 1992
Master of Science, Counseling and Psychology
Wayland Baptist University 1980 — 1983
Bachelor's degree, Education
Himformatics, LLC May 2015 - Present
KPMG US April 2014 - April 2015
KPMG 2014 - 2015
BRG 2012 - 2014
Huron Consulting Group October 2007 - July 2012
Tatum LLC 2007 - 2007
Ingenix 1998 - 2000
JA Thomas 1994 - 1996
USAF 1972 - 1992
Skills
Charge Description..., Charge Capture, EMR, Revenue Cycle, Healthcare Consulting, Revenue Cycle Management, Clinical Research, Performance Improvement, Healthcare Information..., Managed Care, Medicare, Physicians, Healthcare Industry, HIPAA, Hospitals, EHR, Practice Management, Epic Systems
Education
Troy University 1990 — 1992
Master of Science, Counseling and Psychology
Wayland Baptist University 1980 — 1983
Bachelor's degree, Education
Dan Hammang's Tatum LLC Experience January 2004 - Present
Job Partner at Tatum, LLC
Industry Executive Office
Experience
Tatum, LLC January 2004 - Present
Casa de Amparo February 2000 - Present
San Diego World Trade Center January 2000 - Present
DriveCam Inc 2004 - 2006
Sony Electronics 1989 - 2004
Education
Thunderbird School of Global Management 1979 — 1980
University of Cincinnati 1976 — 1979
Business, Finance & Accounting
Tatum, LLC January 2004 - Present
Casa de Amparo February 2000 - Present
San Diego World Trade Center January 2000 - Present
DriveCam Inc 2004 - 2006
Sony Electronics 1989 - 2004
Education
Thunderbird School of Global Management 1979 — 1980
University of Cincinnati 1976 — 1979
Business, Finance & Accounting
Karen Grimes's Tatum LLC Experience September 2011 - October 2012
Job CFO / Controller at Bridgepoint Consulting, LLC
Industry Computer Software
Experience
Bridgepoint Consulting, LLC June 2014 - Present
Consero Global October 2012 - May 2014
Tatum, LLC September 2011 - October 2012
ISA - International Studies Abroad, Inc. April 2011 - August 2011
Independent Contractor August 2008 - August 2011
Appiction.com February 2011 - April 2011
Honeck Oil Company March 2010 - April 2011
Jones Energy, Ltd May 2010 - March 2011
ESO Solutions July 2010 - December 2010
Neopost Software July 2009 - February 2010
Skills
Accounting, Financial Reporting, Internal Controls, Finance, Sarbanes-Oxley Act, Financial Analysis, Auditing, GAAP, Financial Statements, General Ledger, Financial Accounting, Cash Management, Cost Accounting, Cash Flow, Start-ups
Education
Rochester Institute of Technology 1983 — 1985
Bachelor of Science, Business / Accounting
Bridgepoint Consulting, LLC June 2014 - Present
Consero Global October 2012 - May 2014
Tatum, LLC September 2011 - October 2012
ISA - International Studies Abroad, Inc. April 2011 - August 2011
Independent Contractor August 2008 - August 2011
Appiction.com February 2011 - April 2011
Honeck Oil Company March 2010 - April 2011
Jones Energy, Ltd May 2010 - March 2011
ESO Solutions July 2010 - December 2010
Neopost Software July 2009 - February 2010
Skills
Accounting, Financial Reporting, Internal Controls, Finance, Sarbanes-Oxley Act, Financial Analysis, Auditing, GAAP, Financial Statements, General Ledger, Financial Accounting, Cash Management, Cost Accounting, Cash Flow, Start-ups
Education
Rochester Institute of Technology 1983 — 1985
Bachelor of Science, Business / Accounting
Richard Noworyta's Tatum LLC Experience January 1998 - July 2008
Job at Bill Maloney Consulting
Industry Financial Services
Experience
Bill Maloney Consulting January 2010 - Present
Sarsota Orchestra 2011 - 2011
Noworyta & Associates, Co August 2008 - December 2009
Tatum, LLC January 1998 - July 2008
Nutcracker Snacks, Inc January 1995 - December 1998
Intirion, Inc January 1994 - December 1995
Nashua Corporation January 1985 - December 1994
TRW January 1985 - December 1986
CARBORUNDUM COMPANY (SOHIO) 1982 - 1986
CONSOLIDATED ALUMINUM COMPANY 1979 - 1981
Skills
Forecasting, Operations Management, Strategy, Budgets, Management, Strategic Financial..., Leadership, SAP, Finance, Restructuring, Six Sigma, SEC filings, Sarbanes-Oxley Act, Mergers, CRM, Financial Analysis, Due Diligence, Financial Modeling, New Business Development, Project Planning, SEC, Strategic Planning, Financial Reporting, Analysis, Process Improvement, Auditing, GAAP, Business Process, Cash Flow, Revenue Recognition, Consolidation, Managerial Finance, Financial Planning, Corporate Finance, Acquisition Integration, Venture Capital, Accounting, Mergers & Acquisitions, Executive Management, Private Equity, Risk Management, Internal Controls, Human Resources, CPA, US GAAP, Cash Management
Education
State University of New York at Buffalo 1969 — 1973
BS Accounting, Accounting
Bill Maloney Consulting January 2010 - Present
Sarsota Orchestra 2011 - 2011
Noworyta & Associates, Co August 2008 - December 2009
Tatum, LLC January 1998 - July 2008
Nutcracker Snacks, Inc January 1995 - December 1998
Intirion, Inc January 1994 - December 1995
Nashua Corporation January 1985 - December 1994
TRW January 1985 - December 1986
CARBORUNDUM COMPANY (SOHIO) 1982 - 1986
CONSOLIDATED ALUMINUM COMPANY 1979 - 1981
Skills
Forecasting, Operations Management, Strategy, Budgets, Management, Strategic Financial..., Leadership, SAP, Finance, Restructuring, Six Sigma, SEC filings, Sarbanes-Oxley Act, Mergers, CRM, Financial Analysis, Due Diligence, Financial Modeling, New Business Development, Project Planning, SEC, Strategic Planning, Financial Reporting, Analysis, Process Improvement, Auditing, GAAP, Business Process, Cash Flow, Revenue Recognition, Consolidation, Managerial Finance, Financial Planning, Corporate Finance, Acquisition Integration, Venture Capital, Accounting, Mergers & Acquisitions, Executive Management, Private Equity, Risk Management, Internal Controls, Human Resources, CPA, US GAAP, Cash Management
Education
State University of New York at Buffalo 1969 — 1973
BS Accounting, Accounting
Carl Paschetag's Tatum LLC Experience 2011 - Present
Job Partner at Tatum LLC
Industry Executive Office
Experience
Tatum LLC 2011 - Present
TMC Services, Inc. 2010 - 2011
Self employed 2008 - 2010
TRC Companies, Inc. 2006 - 2008
Clean Harbors 1997 - 2006
CERA 1994 - 1997
Draka Holding, N.V. 1988 - 1994
KPMG 1986 - 1988
Main Street Computer Company 1985 - 1986
Coopers & Lybrand 1982 - 1985
Skills
Financial Reporting, Internal Controls, Mergers
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Tatum LLC 2011 - Present
TMC Services, Inc. 2010 - 2011
Self employed 2008 - 2010
TRC Companies, Inc. 2006 - 2008
Clean Harbors 1997 - 2006
CERA 1994 - 1997
Draka Holding, N.V. 1988 - 1994
KPMG 1986 - 1988
Main Street Computer Company 1985 - 1986
Coopers & Lybrand 1982 - 1985
Skills
Financial Reporting, Internal Controls, Mergers
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Jeff Ornstein's Tatum LLC Experience November 2007 - February 2009
Job Project and Interim CFO at Etonien, LLC
Industry Accounting
Experience
Etonien, LLC June 2010 - Present
Tatum LLC November 2007 - February 2009
Superior Industries International, Inc. June 1984 - May 2007
Arthur Young & Co September 1985 - June 1996
Skills
Interim and Project CFO, SEC filings, Financial Reporting, Mergers, Sarbanes-Oxley Act, IPO
Education
Rutgers University-New Brunswick 1960 — 1964
BA, Economics
Irvington High School 1956 — 1960
Diploma
Etonien, LLC June 2010 - Present
Tatum LLC November 2007 - February 2009
Superior Industries International, Inc. June 1984 - May 2007
Arthur Young & Co September 1985 - June 1996
Skills
Interim and Project CFO, SEC filings, Financial Reporting, Mergers, Sarbanes-Oxley Act, IPO
Education
Rutgers University-New Brunswick 1960 — 1964
BA, Economics
Irvington High School 1956 — 1960
Diploma
Dwight Carmichael's Tatum LLC Experience 2008 - June 2010
Job Chief Financial Officer at MDA Information Systems LLC
Industry Defense & Space
Experience
MDA Information Systems LLC March 2015 - Present
InfoZen June 2010 - March 2015
Tatum LLC 2008 - June 2010
American Institutes for Research 2007 - 2008
DCS Corporation 2000 - 2007
CSC 1991 - 2000
Skills
Government Contracting, Managerial Finance, Executive Management, Project Finance, Deltek, Risk Management, Strategic Planning, Financial Modeling, DCAA, Business Planning, Process Improvement, Team Leadership, Government, Costpoint, Mergers, Management, Financial Analysis, Business Strategy, Strategy, Analysis, Financial Forecasting, Pricing Strategy, Cost Accounting, Corporate Governance, Management Consulting, Business Analysis, Finance, Leadership, GAAP, Budgets, Contract Negotiation, Forecasting, Microsoft Excel, Financial Reporting, Auditing, Financial Accounting, Accounting, Change Management, Contract Management, Acquisition Integration, Internal Controls
Education
Trinity University 1970 — 1974
BBS, Business Administration
MDA Information Systems LLC March 2015 - Present
InfoZen June 2010 - March 2015
Tatum LLC 2008 - June 2010
American Institutes for Research 2007 - 2008
DCS Corporation 2000 - 2007
CSC 1991 - 2000
Skills
Government Contracting, Managerial Finance, Executive Management, Project Finance, Deltek, Risk Management, Strategic Planning, Financial Modeling, DCAA, Business Planning, Process Improvement, Team Leadership, Government, Costpoint, Mergers, Management, Financial Analysis, Business Strategy, Strategy, Analysis, Financial Forecasting, Pricing Strategy, Cost Accounting, Corporate Governance, Management Consulting, Business Analysis, Finance, Leadership, GAAP, Budgets, Contract Negotiation, Forecasting, Microsoft Excel, Financial Reporting, Auditing, Financial Accounting, Accounting, Change Management, Contract Management, Acquisition Integration, Internal Controls
Education
Trinity University 1970 — 1974
BBS, Business Administration
Rae Albertini's Tatum LLC Experience 2006 - 2008
Job President Universal Conversion Technologies
Industry Information Technology and Services
Experience
Universal Conversion Technologies January 2008 - Present
Tatum LLC 2006 - 2008
PMT Research, Inc. 1994 - 2006
IBM 1974 - 1993
Education
Texas A&M University
MBA, Finance
Universal Conversion Technologies January 2008 - Present
Tatum LLC 2006 - 2008
PMT Research, Inc. 1994 - 2006
IBM 1974 - 1993
Education
Texas A&M University
MBA, Finance
Cindy McSpadden's Tatum LLC Experience November 2006 - June 2009
Job Chief Financial Officer at GFN Manufacturing / Southern Frac, LLC
Industry Executive Office
Experience
GFN Manufacturing / Southern Frac, LLC February 2013 - Present
McSpadden Consulting January 2012 - January 2013
Simeus Foods International October 2009 - December 2011
Tatum LLC November 2006 - June 2009
Cindy Collum McSpadden, CPA January 2000 - November 2006
Davis Clark and Company January 1990 - December 1999
Skills
Forecasting, Mergers, Acquisition Integration, Cash Flow Management, Government Compliance, Purchase Accounting, Financial Reporting, Accounting, Cash Flow, Financial Analysis, Internal Controls, Audit, Process Improvement, GAAP, Budgeting, Strategic Planning, General Ledger, Compliance, Due Diligence, Quickbooks, Excel, Non-profits, Cost Accounting, Financial Accounting, Auditing, Cash Management, Financial Management, Consolidation, Private Equity, Business Process..., Manufacturing, Oracle, PeopleSoft, Mas 90, Retail, Multi-unit, Microsoft Excel, Managerial Finance, Mergers & Acquisitions, Budgets, QuickBooks, Account Reconciliation, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Management, Sarbanes-Oxley, Strategic Financial..., Executive Management, Financial Forecasting
Education
The University of Texas at Arlington - College of Business 1985 — 1989
BBA, Accounting
GFN Manufacturing / Southern Frac, LLC February 2013 - Present
McSpadden Consulting January 2012 - January 2013
Simeus Foods International October 2009 - December 2011
Tatum LLC November 2006 - June 2009
Cindy Collum McSpadden, CPA January 2000 - November 2006
Davis Clark and Company January 1990 - December 1999
Skills
Forecasting, Mergers, Acquisition Integration, Cash Flow Management, Government Compliance, Purchase Accounting, Financial Reporting, Accounting, Cash Flow, Financial Analysis, Internal Controls, Audit, Process Improvement, GAAP, Budgeting, Strategic Planning, General Ledger, Compliance, Due Diligence, Quickbooks, Excel, Non-profits, Cost Accounting, Financial Accounting, Auditing, Cash Management, Financial Management, Consolidation, Private Equity, Business Process..., Manufacturing, Oracle, PeopleSoft, Mas 90, Retail, Multi-unit, Microsoft Excel, Managerial Finance, Mergers & Acquisitions, Budgets, QuickBooks, Account Reconciliation, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Management, Sarbanes-Oxley, Strategic Financial..., Executive Management, Financial Forecasting
Education
The University of Texas at Arlington - College of Business 1985 — 1989
BBA, Accounting
Jack Wynne's Tatum LLC Experience October 2005 - May 2011
Job Partner at JACC Healthcare Group
Industry Telecommunications
Experience
JACC Healthcare Group September 2014 - Present
Paradigm Healthcare Development August 2012 - Present
AboveNet 2011 - 2012
Tatum LLC October 2005 - May 2011
Clean Diesel Technologies, Inc. April 2010 - January 2011
Arbinet 2006 - 2009
Wassall USA 1996 - 2000
Coopers & Lybrand 1983 - 1995
Skills
Mergers, IPO, Restructuring, SOX, Due Diligence, Business Planning, Private Equity, Sarbanes-Oxley Act, Mergers & Acquisitions, Auditing, Finance, Management Consulting, Leadership, CPA
Education
University of Connecticut 1979 — 1983
B.S., Accounting
Notre Dame High School 1975 — 1979
JACC Healthcare Group September 2014 - Present
Paradigm Healthcare Development August 2012 - Present
AboveNet 2011 - 2012
Tatum LLC October 2005 - May 2011
Clean Diesel Technologies, Inc. April 2010 - January 2011
Arbinet 2006 - 2009
Wassall USA 1996 - 2000
Coopers & Lybrand 1983 - 1995
Skills
Mergers, IPO, Restructuring, SOX, Due Diligence, Business Planning, Private Equity, Sarbanes-Oxley Act, Mergers & Acquisitions, Auditing, Finance, Management Consulting, Leadership, CPA
Education
University of Connecticut 1979 — 1983
B.S., Accounting
Notre Dame High School 1975 — 1979
Brian Alleman's Tatum LLC Experience CFOSimtek Corporation2005 - 2008
Job Partner at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC CFOSimtek Corporation2005 - 2008
Education
Seton Hall University
BS, Accounting
Tatum LLC CFOSimtek Corporation2005 - 2008
Education
Seton Hall University
BS, Accounting
Derrick Hollings's Tatum LLC Experience 2009 - 2009
Job Senior Vice President, Chief Financial Officer and Treasurer at Eastern Maine Healthcare Systems
Industry Hospital & Health Care
Experience
Eastern Maine Healthcare Systems April 2012 - Present
RequestHealth Corporation 2008 - September 2012
Tatum LLC 2009 - 2009
Stamford Hospital 2006 - 2008
Howard University Hospital 2002 - 2006
Perkins Schools 1995 - 2003
RequestHealth Corporation 1997 - 2002
University of Massachusetts Medical Center 1990 - 1997
MediVision 1987 - 1990
Skills
Leadership, Budgets, Healthcare Management, Hospitals, Healthcare, Strategic Planning, Management, Strategy, Physicians, Revenue Cycle, Start-ups, Negotiation, Accounts Receivable, Outsourcing, Finance, Marketing, Managerial Finance, Consulting, Managed Care, Integration, Management Consulting, Accounting, Medicine, EMR, Surgery, Time Management, Executive Management, Healthcare Information..., Process Improvement, Auditing, Healthcare Consulting, Financial Analysis, Venture Capital, Access, Financial Reporting, HIPAA, EHR, Networking, Internal Controls, Nonprofits, Revenue Cycle Management, Medicare, Change Management, Mergers & Acquisitions, Project Management, Risk Management, Human Resources, Team Building, Mergers
Education
University of Alabama at Birmingham 1976 — 1980
BA, Accounting
Eastern Maine Healthcare Systems April 2012 - Present
RequestHealth Corporation 2008 - September 2012
Tatum LLC 2009 - 2009
Stamford Hospital 2006 - 2008
Howard University Hospital 2002 - 2006
Perkins Schools 1995 - 2003
RequestHealth Corporation 1997 - 2002
University of Massachusetts Medical Center 1990 - 1997
MediVision 1987 - 1990
Skills
Leadership, Budgets, Healthcare Management, Hospitals, Healthcare, Strategic Planning, Management, Strategy, Physicians, Revenue Cycle, Start-ups, Negotiation, Accounts Receivable, Outsourcing, Finance, Marketing, Managerial Finance, Consulting, Managed Care, Integration, Management Consulting, Accounting, Medicine, EMR, Surgery, Time Management, Executive Management, Healthcare Information..., Process Improvement, Auditing, Healthcare Consulting, Financial Analysis, Venture Capital, Access, Financial Reporting, HIPAA, EHR, Networking, Internal Controls, Nonprofits, Revenue Cycle Management, Medicare, Change Management, Mergers & Acquisitions, Project Management, Risk Management, Human Resources, Team Building, Mergers
Education
University of Alabama at Birmingham 1976 — 1980
BA, Accounting
Sharon Polmanteer's Tatum LLC Experience 2007 - 2009
Job Executive Assistant at Tatum LLC
Industry Staffing and Recruiting
Experience
Tatum LCC 2007 - September 2009
Tatum LLC 2007 - 2009
Korn/Ferry International 1998 - 2007
Georgia Babtist Home Care 1995 - 1997
Education
Savannah College of Art and Design
Design/Painting, Art
Tatum LCC 2007 - September 2009
Tatum LLC 2007 - 2009
Korn/Ferry International 1998 - 2007
Georgia Babtist Home Care 1995 - 1997
Education
Savannah College of Art and Design
Design/Painting, Art
J Robert Hipps's Tatum LLC Experience 1998 - Present
Job Partner at Tatum LLC
Industry Financial Services
Experience
Tatum LLC 1998 - Present
National Service Industries 1990 - 1996
General Signal Corporation 1978 - 1989
Skills
SEC filings, Private Equity, Restructuring, Due Diligence, Mergers, Acquisition Integration, IPO
Education
Stanford University Graduate School of Business 1961 — 1963
MBA, Finance
Yale University 1957 — 1961
A.B.
Tatum LLC 1998 - Present
National Service Industries 1990 - 1996
General Signal Corporation 1978 - 1989
Skills
SEC filings, Private Equity, Restructuring, Due Diligence, Mergers, Acquisition Integration, IPO
Education
Stanford University Graduate School of Business 1961 — 1963
MBA, Finance
Yale University 1957 — 1961
A.B.
Roger Morrison's Tatum LLC Experience December 2000 - April 2011
Job Consulting CFO at Private Equity Firms
Industry Packaging and Containers
Experience
Private Equity Firms March 2014 - Present
Star Packaging Corp April 2011 - March 2014
Tatum LLC December 2000 - April 2011
Concessions International 1996 - 2000
ZF Friedrichshafen 1994 - 1996
SkyClimber, Inc 1990 - 1994
Larson Juhl, Inc. 1986 - 1989
Skills
Corporate Treasury, Cost Accounting, IT Management, Mergers, Treasury Management, Acquisition Integration, Restructuring, Mergers & Acquisitions, Executive Management, Accounting, Finance, Strategic Financial..., Private Equity, Portfolio Management, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Due Diligence, SEC filings, Financial Analysis, Financial Reporting, Strategic Planning, Business Process..., Cash Flow, Management, Forecasting, Corporate Finance, Financial Modeling
Education
Xavier University 1976 — 1978
MBA, Finance
The Ohio State University Fisher College of Business 1971 — 1974
BS, Accounting
Private Equity Firms March 2014 - Present
Star Packaging Corp April 2011 - March 2014
Tatum LLC December 2000 - April 2011
Concessions International 1996 - 2000
ZF Friedrichshafen 1994 - 1996
SkyClimber, Inc 1990 - 1994
Larson Juhl, Inc. 1986 - 1989
Skills
Corporate Treasury, Cost Accounting, IT Management, Mergers, Treasury Management, Acquisition Integration, Restructuring, Mergers & Acquisitions, Executive Management, Accounting, Finance, Strategic Financial..., Private Equity, Portfolio Management, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Due Diligence, SEC filings, Financial Analysis, Financial Reporting, Strategic Planning, Business Process..., Cash Flow, Management, Forecasting, Corporate Finance, Financial Modeling
Education
Xavier University 1976 — 1978
MBA, Finance
The Ohio State University Fisher College of Business 1971 — 1974
BS, Accounting
Stuart Ducote's Tatum LLC Experience 2008 - Present
Job Executive Services Partner at Tatum LLC
Industry Management Consulting
Experience
Enerven Compression 2012 - Present
Tatum LLC 2008 - Present
Skills
IPO, SEC filings, Due Diligence, Mergers, Acquisition Integration
Education
The University of Texas at Austin 1966 — 1968
BBA, Accounting
Enerven Compression 2012 - Present
Tatum LLC 2008 - Present
Skills
IPO, SEC filings, Due Diligence, Mergers, Acquisition Integration
Education
The University of Texas at Austin 1966 — 1968
BBA, Accounting
scott malec's Tatum LLC Experience Senior ConsultantGoetzman Group2002 - 2008
Job Principal at Tatum LLC
Industry Financial Services
Experience
Tatum LLC Senior ConsultantGoetzman Group2002 - 2008
Education
Santa Clara University 1978 — 1982
BS, Accounting
Tatum LLC Senior ConsultantGoetzman Group2002 - 2008
Education
Santa Clara University 1978 — 1982
BS, Accounting
Kay Welborn, CPA's Tatum LLC Experience 2010 - 2010
Job Controller at Kardoes Rubber Company, Inc.
Industry Accounting
Experience
Superior Gas Companies November 2014 - Present
Hexpol Compounding December 2008 - Present
NuLink February 2011 - June 2012
Kardoes Rubber December 2008 - June 2010
Tatum LLC 2010 - 2010
Huron Consulting Group September 2008 - November 2008
Comprehensive Search February 2007 - May 2008
ePartners August 2006 - February 2007
Callaway Partners May 2004 - May 2005
Callaway Gardens April 1997 - April 2004
Skills
Internal Controls, Process Improvement, Accounts Payable, Financial Accounting, QuickBooks, Forecasting, General Ledger, Accounting, Payroll, Financial Reporting, Sarbanes-Oxley Act, Great Plains Software, Auditing, Sarbanes-Oxley, Visio, Variance Analysis, GAAP, Microsoft Dynamics GP, Fixed Assets
Education
Southern Wesleyan University 1994 — 1996
BBA, Accounting
Superior Gas Companies November 2014 - Present
Hexpol Compounding December 2008 - Present
NuLink February 2011 - June 2012
Kardoes Rubber December 2008 - June 2010
Tatum LLC 2010 - 2010
Huron Consulting Group September 2008 - November 2008
Comprehensive Search February 2007 - May 2008
ePartners August 2006 - February 2007
Callaway Partners May 2004 - May 2005
Callaway Gardens April 1997 - April 2004
Skills
Internal Controls, Process Improvement, Accounts Payable, Financial Accounting, QuickBooks, Forecasting, General Ledger, Accounting, Payroll, Financial Reporting, Sarbanes-Oxley Act, Great Plains Software, Auditing, Sarbanes-Oxley, Visio, Variance Analysis, GAAP, Microsoft Dynamics GP, Fixed Assets
Education
Southern Wesleyan University 1994 — 1996
BBA, Accounting
Roy Todd's Tatum LLC Experience Audit ManagerTransTexas Gas Corporation1994 - 2003
Job Manager at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC Audit ManagerTransTexas Gas Corporation1994 - 2003
AtlanticRichfield Co. January 1971 - December 1991
Education
The University of Texas at Arlington
BBA
Tatum LLC Audit ManagerTransTexas Gas Corporation1994 - 2003
AtlanticRichfield Co. January 1971 - December 1991
Education
The University of Texas at Arlington
BBA
Don Caughron's Tatum LLC Experience July 2008 - Present
Job AFS Manager at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC July 2008 - Present
DynCorp International September 2005 - May 2008
Chartwell Diversified Services, Inc. 2002 - 2005
Education
Texas Tech University - Rawls College of Business 1974 — 1978
BBA, Accounting
Tatum LLC July 2008 - Present
DynCorp International September 2005 - May 2008
Chartwell Diversified Services, Inc. 2002 - 2005
Education
Texas Tech University - Rawls College of Business 1974 — 1978
BBA, Accounting
Paul Kimmins's Tatum LLC Experience 2000 - 2007
Job Principal at Paul Kimmins Associates
Industry Insurance
Experience
Paul Kimmins Associates November 2008 - Present
QBE THE AMERICAS December 2006 - October 2008
TATUM LLC 2000 - 2007
COMPREHENSIVE MEDICAL MANAGEMENT, INC. 1998 - 1999
Paul Kimmins Associates 1997 - 1998
FIRST OPTION HEALTHPLANS 1995 - 1997
CAREAMERICA HEALTH PLANS, INC 1989 - 1994
METLIFE HEALTHCARE NETWORK OF CALIFORNIA 1987 - 1989
CIGNA Healthplans, Inc. (Northeast Division) 1984 - 1987
CIGNA Corp. Affiliated Businesses Group 1978 - 1984
Skills
SOX, Accounting, Budgeting, Internal Controls, Due Diligence, Audit, Forecasting, Financial Accounting, Financial Reporting, Financial Analysis, Financial Management, Acquisition Analysis, MIS, Business Systems, Strategic Planning, Consolidation, Cash Management, Financial Planning, Process Improvement, Financial Modeling, Insurance, Asset Management, Business Strategy, Start-ups, Business Planning, Cash Flow, Investments, Contract Negotiation, Business Analysis, Billing, Capital Budgeting, Cash Flow Forecasting, Variance Analysis, Business Process..., Divestitures, Fixed Assets, Portfolio Management, Reporting & Analysis, Working Capital..., Cost Reduction, P&L, Cost Analysis, Business Process, Payroll, Excel
Education
Temple University - Fox School of Business and Management 1978 — 1982
MBA, Finance
Temple University - Fox School of Business and Management 1971 — 1973
BBA, Accounting
Temple University 1964 — 1968
BA, Political Science
Paul Kimmins Associates November 2008 - Present
QBE THE AMERICAS December 2006 - October 2008
TATUM LLC 2000 - 2007
COMPREHENSIVE MEDICAL MANAGEMENT, INC. 1998 - 1999
Paul Kimmins Associates 1997 - 1998
FIRST OPTION HEALTHPLANS 1995 - 1997
CAREAMERICA HEALTH PLANS, INC 1989 - 1994
METLIFE HEALTHCARE NETWORK OF CALIFORNIA 1987 - 1989
CIGNA Healthplans, Inc. (Northeast Division) 1984 - 1987
CIGNA Corp. Affiliated Businesses Group 1978 - 1984
Skills
SOX, Accounting, Budgeting, Internal Controls, Due Diligence, Audit, Forecasting, Financial Accounting, Financial Reporting, Financial Analysis, Financial Management, Acquisition Analysis, MIS, Business Systems, Strategic Planning, Consolidation, Cash Management, Financial Planning, Process Improvement, Financial Modeling, Insurance, Asset Management, Business Strategy, Start-ups, Business Planning, Cash Flow, Investments, Contract Negotiation, Business Analysis, Billing, Capital Budgeting, Cash Flow Forecasting, Variance Analysis, Business Process..., Divestitures, Fixed Assets, Portfolio Management, Reporting & Analysis, Working Capital..., Cost Reduction, P&L, Cost Analysis, Business Process, Payroll, Excel
Education
Temple University - Fox School of Business and Management 1978 — 1982
MBA, Finance
Temple University - Fox School of Business and Management 1971 — 1973
BBA, Accounting
Temple University 1964 — 1968
BA, Political Science
Steve Elsman's Tatum LLC Experience November 2007 - September 2009
Job Assistant Controller at Intersection
Industry Marketing and Advertising
Experience
Intersection September 2009 - Present
Tatum LLC November 2007 - September 2009
MBH Solutions August 2005 - November 2007
Crepeau Development LLC 2004 - 2005
Docutek Services LLC 2002 - 2004
Inrange Global Consulting 2001 - 2002
eB Networks Inc. 2000 - 2001
Integrated Computer Management (ICM) 1990 - 1999
Skills
Due Diligence, Mergers, Cash Management, Leadership
Education
Seton Hall University 1978 — 1983
BS, Business Administration
Intersection September 2009 - Present
Tatum LLC November 2007 - September 2009
MBH Solutions August 2005 - November 2007
Crepeau Development LLC 2004 - 2005
Docutek Services LLC 2002 - 2004
Inrange Global Consulting 2001 - 2002
eB Networks Inc. 2000 - 2001
Integrated Computer Management (ICM) 1990 - 1999
Skills
Due Diligence, Mergers, Cash Management, Leadership
Education
Seton Hall University 1978 — 1983
BS, Business Administration
Dan Steimle's Tatum LLC Experience 2007 - August 2013
Job CFO at Wilsonart International
Industry Financial Services
Experience
Tatum LLC 2007 - August 2013
Wilsonart International September 2012 - May 2013
Armored AutoGroup 2010 - 2012
PlanetOut Inc. 2007 - 2009
ON24 2006 - 2007
CSL Consulting 2000 - 2007
R2 Technology 2002 - 2004
Transmeta 1998 - 2000
Transmeta 1998 - 2000
Advanced Fibre Communications 1993 - 1998
Skills
IPO, Finance, Project Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Due Diligence, Financial Reporting, Financial Analysis, Managerial Finance, Start-ups, SEC filings, Acquisition Integration, Accounting, Venture Capital, Strategic Planning, Budgets, Revenue Recognition, Process Improvement, Mergers, Carve-outs
Education
University of Cincinnati College of Business 1970 — 1971
MBA, Marketing/Management
The Ohio State University Fisher College of Business 1966 — 1970
BS, Accounting
Tatum LLC 2007 - August 2013
Wilsonart International September 2012 - May 2013
Armored AutoGroup 2010 - 2012
PlanetOut Inc. 2007 - 2009
ON24 2006 - 2007
CSL Consulting 2000 - 2007
R2 Technology 2002 - 2004
Transmeta 1998 - 2000
Transmeta 1998 - 2000
Advanced Fibre Communications 1993 - 1998
Skills
IPO, Finance, Project Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Due Diligence, Financial Reporting, Financial Analysis, Managerial Finance, Start-ups, SEC filings, Acquisition Integration, Accounting, Venture Capital, Strategic Planning, Budgets, Revenue Recognition, Process Improvement, Mergers, Carve-outs
Education
University of Cincinnati College of Business 1970 — 1971
MBA, Marketing/Management
The Ohio State University Fisher College of Business 1966 — 1970
BS, Accounting
Kinda Van Den Nieuwenhuysen's Tatum LLC Experience November 2006 - Present
Job Director at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC November 2006 - Present
PricewaterhouseCoopers May 2003 - October 2006
Arthur Andersen LLP 1995 - 2002
Education
Sam Houston State University 1990 — 1995
MBA, Finance, Accounting
Tatum LLC November 2006 - Present
PricewaterhouseCoopers May 2003 - October 2006
Arthur Andersen LLP 1995 - 2002
Education
Sam Houston State University 1990 — 1995
MBA, Finance, Accounting
Liz Reimer's Tatum LLC Experience January 2007 - June 2009
Job Controller at Homeland HealthCare, Inc.
Industry Accounting
Experience
Homeland HealthCare, Inc. October 2014 - Present
Homeland HealthCare, Inc. March 2010 - Present
Tatum LLC January 2007 - June 2009
World Factory, Inc. 2006 - 2006
Nucentrix Broadband Networks 1998 - 2005
Pizza Inn, Inc. 1996 - 1998
Pizza Inn, Inc. 1988 - 1996
Skills
Financial Reporting, Accounting, Account Reconciliation, Revenue Recognition, Due Diligence, SEC filings, Mergers & Acquisitions, Financial Analysis, Financial Modeling, CPA, Financial Accounting, GAAP, Acquisition Integration
Education
The University of Texas at Dallas
BS, Business and Public Administration, concentration in Accounting
Homeland HealthCare, Inc. October 2014 - Present
Homeland HealthCare, Inc. March 2010 - Present
Tatum LLC January 2007 - June 2009
World Factory, Inc. 2006 - 2006
Nucentrix Broadband Networks 1998 - 2005
Pizza Inn, Inc. 1996 - 1998
Pizza Inn, Inc. 1988 - 1996
Skills
Financial Reporting, Accounting, Account Reconciliation, Revenue Recognition, Due Diligence, SEC filings, Mergers & Acquisitions, Financial Analysis, Financial Modeling, CPA, Financial Accounting, GAAP, Acquisition Integration
Education
The University of Texas at Dallas
BS, Business and Public Administration, concentration in Accounting
James Larkin's Tatum LLC Experience May 2007 - April 2009
Job CFO
Industry Management Consulting
Experience
Leeper Manufacturing, Inc. June 2013 - Present
Business and Financial Strategies June 2009 - June 2013
Tatum LLC May 2007 - April 2009
Tracy Larkin Companies May 2000 - June 2007
Seminis, Inc. February 1989 - March 2000
Sequoia Pacific Systems Corp (Affiliate of Jefferson Smurfit Group) 1980 - 1989
Skills
Due Diligence, Mergers, IPO, Financial Modeling, Forecasting, Mergers & Acquisitions, Private Equity, Financial Accounting, Finance, Management Consulting, Executive Management, Start-ups, Strategy, Strategic Planning, Business Development, Budgets, Strategic Financial..., Leadership, Restructuring, Accounting, Negotiation, Corporate Finance, Turn Around Management, Business Planning, Managerial Finance, Venture Capital, Capital Markets, Financial Analysis, Entrepreneurship, Business Strategy, Acquisition Integration, Corporate Development, Valuation, SEC filings, GAAP, Business Valuation, Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Reporting, Corporate Governance, Cash Management
Education
Rockhurst University
BSBA, Finance and Accounting, Minors in Economics and Philosophy
The University of Tennessee at Chattanooga
Logistics and Operations management
Leeper Manufacturing, Inc. June 2013 - Present
Business and Financial Strategies June 2009 - June 2013
Tatum LLC May 2007 - April 2009
Tracy Larkin Companies May 2000 - June 2007
Seminis, Inc. February 1989 - March 2000
Sequoia Pacific Systems Corp (Affiliate of Jefferson Smurfit Group) 1980 - 1989
Skills
Due Diligence, Mergers, IPO, Financial Modeling, Forecasting, Mergers & Acquisitions, Private Equity, Financial Accounting, Finance, Management Consulting, Executive Management, Start-ups, Strategy, Strategic Planning, Business Development, Budgets, Strategic Financial..., Leadership, Restructuring, Accounting, Negotiation, Corporate Finance, Turn Around Management, Business Planning, Managerial Finance, Venture Capital, Capital Markets, Financial Analysis, Entrepreneurship, Business Strategy, Acquisition Integration, Corporate Development, Valuation, SEC filings, GAAP, Business Valuation, Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Reporting, Corporate Governance, Cash Management
Education
Rockhurst University
BSBA, Finance and Accounting, Minors in Economics and Philosophy
The University of Tennessee at Chattanooga
Logistics and Operations management
Ken Posner's Tatum LLC Experience January 2006 - June 2012
Job Partner at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC January 2006 - June 2012
Deerfield Capital Managament 2010 - 2011
Deerfield Capital Management LLC 2010 - 2011
Rewards Network September 2003 - December 2005
Chart House Enterprises April 2001 - December 2004
Charthouse Enterprises 2001 - 2004
Lodgian 1999 - 2000
Hyatt Hotels Corporation September 1981 - April 1999
Global Hyatt Corporation 1981 - 1999
Skills
Accounting, Financial Reporting, Due Diligence, Finance, Financial Analysis, Mergers & Acquisitions, Managerial Finance, Financial Modeling, Leadership, Restructuring, Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Controls
Education
Southern Illinois University, Carbondale 1967 — 1970
BS, Accounting
Tatum LLC January 2006 - June 2012
Deerfield Capital Managament 2010 - 2011
Deerfield Capital Management LLC 2010 - 2011
Rewards Network September 2003 - December 2005
Chart House Enterprises April 2001 - December 2004
Charthouse Enterprises 2001 - 2004
Lodgian 1999 - 2000
Hyatt Hotels Corporation September 1981 - April 1999
Global Hyatt Corporation 1981 - 1999
Skills
Accounting, Financial Reporting, Due Diligence, Finance, Financial Analysis, Mergers & Acquisitions, Managerial Finance, Financial Modeling, Leadership, Restructuring, Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Controls
Education
Southern Illinois University, Carbondale 1967 — 1970
BS, Accounting
Roy Todd's Tatum LLC Experience November 2007 - January 2009
Job Senior Consultant at BKD CPAs & Advisors
Industry Oil & Energy
Experience
BKD CPAs & Advisors January 2013 - Present
Sirius Solutions April 2009 - January 2013
Tatum LLC November 2007 - January 2009
Resources Global Professionals January 2004 - November 2007
TransTexas Gas Corp. July 1994 - January 2003
Skills
Internal Audit, Accounting, Auditing, Oil, Internal Controls, SOX, Sarbanes-Oxley Act, Enterprise Risk..., Petroleum, CPA, Sarbanes-Oxley, SEC filings, Forecasting, Business Process..., Finance, Financial Reporting
Education
The University of Texas at Arlington - College of Business 1974 — 1978
BBA, Finance, Economics
BKD CPAs & Advisors January 2013 - Present
Sirius Solutions April 2009 - January 2013
Tatum LLC November 2007 - January 2009
Resources Global Professionals January 2004 - November 2007
TransTexas Gas Corp. July 1994 - January 2003
Skills
Internal Audit, Accounting, Auditing, Oil, Internal Controls, SOX, Sarbanes-Oxley Act, Enterprise Risk..., Petroleum, CPA, Sarbanes-Oxley, SEC filings, Forecasting, Business Process..., Finance, Financial Reporting
Education
The University of Texas at Arlington - College of Business 1974 — 1978
BBA, Finance, Economics
John Tatum's Tatum LLC Experience 1993 - 2005
Job CEO at Firefly Communities, LLC
Industry Real Estate
Experience
Firefly Communities, LLC January 2005 - Present
Tatum LLC 1993 - 2005
Skills
Real Estate Development, Corporate Law, Finance, Financial Accounting, Strategic Financial..., Business Development, Strategy, Start-ups, Strategic Planning, Real Estate, Leadership, Entrepreneurship
Education
University of Florida 1982 — 1986
Doctor of Law (J.D.), Law, 3.9
Firefly Communities, LLC January 2005 - Present
Tatum LLC 1993 - 2005
Skills
Real Estate Development, Corporate Law, Finance, Financial Accounting, Strategic Financial..., Business Development, Strategy, Start-ups, Strategic Planning, Real Estate, Leadership, Entrepreneurship
Education
University of Florida 1982 — 1986
Doctor of Law (J.D.), Law, 3.9
Gail Wells's Tatum LLC Experience 2006 - 2008
Job Controller
Industry Accounting
Experience
Contractor - Accounting and Reporting March 2009 - Present
Enfora 2007 - 2009
Tatum LLC 2006 - 2008
Securus Technologies 2005 - 2006
U.S. Restaurant Properties 2003 - 2005
Education
The University of Texas at Arlington - College of Business 1983 — 1984
BBA, Accounting
Contractor - Accounting and Reporting March 2009 - Present
Enfora 2007 - 2009
Tatum LLC 2006 - 2008
Securus Technologies 2005 - 2006
U.S. Restaurant Properties 2003 - 2005
Education
The University of Texas at Arlington - College of Business 1983 — 1984
BBA, Accounting
CandE Wright's Tatum LLC Experience April 1998 - August 2006
Job Director Financial Consultant at BlackBriar Advisors, LLC
Industry Restaurants
Experience
BlackBriar Advisors, LLC June 2011 - Present
FF&C Management January 2009 - June 2011
Rockfish Seafood Grill October 2004 - August 2008
Tatum LLC April 1998 - August 2006
Muratec America, Inc. August 1989 - January 1997
Pizza Inn 1983 - 1988
Skills
SEC filings, Acquisition Integration, Mergers, Restructuring, Internal Controls, Mergers & Acquisitions, Financial Modeling, Auditing, Turn Around Management, GAAP
Education
South Dakota State University 1978 — 1981
Economics
BlackBriar Advisors, LLC June 2011 - Present
FF&C Management January 2009 - June 2011
Rockfish Seafood Grill October 2004 - August 2008
Tatum LLC April 1998 - August 2006
Muratec America, Inc. August 1989 - January 1997
Pizza Inn 1983 - 1988
Skills
SEC filings, Acquisition Integration, Mergers, Restructuring, Internal Controls, Mergers & Acquisitions, Financial Modeling, Auditing, Turn Around Management, GAAP
Education
South Dakota State University 1978 — 1981
Economics
Myron Maslowsky's Tatum LLC Experience March 2013 - July 2013
Job Chief Audit Executive at Federal Home Loan Banks Office of Finance
Industry Financial Services
Experience
Federal Home Loan Banks - Office of Finance August 2013 - Present
Tatum LLC March 2013 - July 2013
USA TODAY September 2010 - December 2012
USA TODAY February 2002 - September 2010
Gannett Co., Inc. 1995 - 2002
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgets, Accounting, Mergers, Digital Media, Financial Modeling, Strategic Planning, Sarbanes-Oxley Act, Internal Controls, Executive Management, Process Improvement, Auditing, Strategic Financial..., Management, Newspaper, Online Advertising, Strategy, Analytics, Mergers & Acquisitions, Managerial Finance, Strategic Partnerships, Start-ups, Internal Audit, Business Strategy, Newspapers, Business Planning, Corporate Finance, Due Diligence, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1976 — 1978
MBA, Accounting
Syracuse University 1972 — 1976
BS, Journalism / Russian & Eastern European Studies
Federal Home Loan Banks - Office of Finance August 2013 - Present
Tatum LLC March 2013 - July 2013
USA TODAY September 2010 - December 2012
USA TODAY February 2002 - September 2010
Gannett Co., Inc. 1995 - 2002
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgets, Accounting, Mergers, Digital Media, Financial Modeling, Strategic Planning, Sarbanes-Oxley Act, Internal Controls, Executive Management, Process Improvement, Auditing, Strategic Financial..., Management, Newspaper, Online Advertising, Strategy, Analytics, Mergers & Acquisitions, Managerial Finance, Strategic Partnerships, Start-ups, Internal Audit, Business Strategy, Newspapers, Business Planning, Corporate Finance, Due Diligence, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1976 — 1978
MBA, Accounting
Syracuse University 1972 — 1976
BS, Journalism / Russian & Eastern European Studies
Kelly Vincent's Tatum LLC Experience February 1998 - February 2009
Job Administrative Coordinator at NewPoint Media Group
Industry Publishing
Experience
Network Communications, Inc March 2010 - Present
AutoXcel, Inc March 2009 - March 2010
Tatum February 1998 - February 2009
Tatum, LLC February 1998 - February 2009
Skills
Appointment Scheduling, Travel Management, Presentations, Answering Phones, Reports, Microsoft Office, Training, Graphic Design
Education
The University of Georgia 1981 — 1985
Bachelor of Arts (BA)
Network Communications, Inc March 2010 - Present
AutoXcel, Inc March 2009 - March 2010
Tatum February 1998 - February 2009
Tatum, LLC February 1998 - February 2009
Skills
Appointment Scheduling, Travel Management, Presentations, Answering Phones, Reports, Microsoft Office, Training, Graphic Design
Education
The University of Georgia 1981 — 1985
Bachelor of Arts (BA)
Brian Gomes's Tatum LLC Experience July 2007 - August 2008
Job Financial Executive
Industry Renewables & Environment
Experience
Fulcrum BioEnergy, Inc. June 2011 - Present
First Solar, Inc July 2010 - January 2011
NextLight Renewable Power, LLC August 2008 - July 2010
Tatum LLC July 2007 - August 2008
Nano Coating Systems, LLC June 2006 - July 2007
Niles Machine & Tool Works, Inc. June 1991 - June 2006
SBE, Inc. April 1984 - June 1991
Coopers & Lybrand June 1977 - April 1984
Education
University of California, Santa Barbara 1969 — 1973
BA, Mathematics
Fulcrum BioEnergy, Inc. June 2011 - Present
First Solar, Inc July 2010 - January 2011
NextLight Renewable Power, LLC August 2008 - July 2010
Tatum LLC July 2007 - August 2008
Nano Coating Systems, LLC June 2006 - July 2007
Niles Machine & Tool Works, Inc. June 1991 - June 2006
SBE, Inc. April 1984 - June 1991
Coopers & Lybrand June 1977 - April 1984
Education
University of California, Santa Barbara 1969 — 1973
BA, Mathematics
Damien Matherne's Tatum LLC Experience October 2006 - October 2007
Job Experienced Financial Professional
Industry Financial Services
Experience
Clean Scapes, LP March 2011 - Present
Idea Incubator December 2009 - March 2011
My Compadre, LLC October 2007 - December 2009
Tatum LLC October 2006 - October 2007
Price Waterhouse Coopers November 1996 - November 2001
Education
The University of Texas at Austin 1992 — 1996
BBA, Business Honors and Accounting
Clean Scapes, LP March 2011 - Present
Idea Incubator December 2009 - March 2011
My Compadre, LLC October 2007 - December 2009
Tatum LLC October 2006 - October 2007
Price Waterhouse Coopers November 1996 - November 2001
Education
The University of Texas at Austin 1992 — 1996
BBA, Business Honors and Accounting
Dave Harbert's Tatum LLC Experience March 2004 - February 2010
Job Owner at Dave Harbert CFO Consulting
Industry Financial Services
Experience
Dave Harbert CFO Consulting March 2010 - Present
Tatum LLC March 2004 - February 2010
Skills
Strategic Planning, Business Valuation, Acquisition Integration, Turn Around Management, Restructuring, Mergers, Private Equity, IPO, Leadership, Due Diligence, Financial Modeling, Financial Analysis, Finance, CFOs, Corporate Finance, Start-ups, Mergers & Acquisitions, Operations Management, Managerial Finance, Portfolio Management, Strategy, Business Planning, Management Consulting, Executive Management, Valuation, Financial Reporting, Forecasting, Business Strategy, International Business, Process Improvement, Accounting, Budgets, Manufacturing, Business Development, Cross-functional Team..., ERP, Contract Negotiation, P&L, Change Management
Education
The University of Akron
BS, MS Accounting
Dave Harbert CFO Consulting March 2010 - Present
Tatum LLC March 2004 - February 2010
Skills
Strategic Planning, Business Valuation, Acquisition Integration, Turn Around Management, Restructuring, Mergers, Private Equity, IPO, Leadership, Due Diligence, Financial Modeling, Financial Analysis, Finance, CFOs, Corporate Finance, Start-ups, Mergers & Acquisitions, Operations Management, Managerial Finance, Portfolio Management, Strategy, Business Planning, Management Consulting, Executive Management, Valuation, Financial Reporting, Forecasting, Business Strategy, International Business, Process Improvement, Accounting, Budgets, Manufacturing, Business Development, Cross-functional Team..., ERP, Contract Negotiation, P&L, Change Management
Education
The University of Akron
BS, MS Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY