Tatum LLC
Industry: Company
DescriptionHeadquarters: Atlanta, Georgia, United States Founded: 1993 Parent organization: SFN Group Subsidiaries: Tatum CFO Partners, LLP, Tatum CIO Partners, LLP
Tatum LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Tatum LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Tatum LLC Salaries. You can even request information on how much does Tatum LLC pay if you want to. Learn about salaries, pros and cons of working for Tatum LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
518 Tatum LLC employees in database. Find out everything there's to know about Tatum LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Tatum LLC Employees
Employee
Years
Job
Industry
Mark Mortenson, CPA, MBA Mark Mortenson, CPA, MBA's Tatum LLC Experience April 2010 - December 2010
Job Finance Professional in Transition
Industry Accounting
Experience
MedMark Services, Inc. December 2013 - June 2014
USMD Cancer Treatment Centers 2010 - October 2013
Tatum LLC April 2010 - December 2010
Jefferson Wells 2008 - 2010
Silverleaf Resorts 2003 - 2008
Jefferson Wells 2002 - 2003
SmartHealth 2000 - 2002
MicroAge 1993 - 2000
Digital Equipment Corporation 1988 - 1993
LEVOLOR 1986 - 1988
Skills
Financial Reporting, Forecasting, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Finance, Business Process..., Accounting, Internal Controls, Start-ups, Budgets, Auditing, Management, Strategic Financial..., Project Management, Mergers, Management Consulting, SEC filings, Executive Management
Education
University of Phoenix 1991 — 1993
MBA, Finance
University of Wisconsin-Whitewater 1979 — 1981
BA, Accounting
MedMark Services, Inc. December 2013 - June 2014
USMD Cancer Treatment Centers 2010 - October 2013
Tatum LLC April 2010 - December 2010
Jefferson Wells 2008 - 2010
Silverleaf Resorts 2003 - 2008
Jefferson Wells 2002 - 2003
SmartHealth 2000 - 2002
MicroAge 1993 - 2000
Digital Equipment Corporation 1988 - 1993
LEVOLOR 1986 - 1988
Skills
Financial Reporting, Forecasting, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Finance, Business Process..., Accounting, Internal Controls, Start-ups, Budgets, Auditing, Management, Strategic Financial..., Project Management, Mergers, Management Consulting, SEC filings, Executive Management
Education
University of Phoenix 1991 — 1993
MBA, Finance
University of Wisconsin-Whitewater 1979 — 1981
BA, Accounting
Andrew Reckner Andrew Reckner's Tatum LLC Experience January 2007 - August 2007
Job
Industry Computer Software
Experience
o9 Solutions, Inc. December 2013 - Present
The Highland Group July 2010 - November 2013
Inoti, Inc January 2010 - January 2012
Penn Valley Group March 2010 - July 2010
Motum LLC September 2007 - January 2010
Tatum, LLC January 2007 - August 2007
Tatum LLC February 2005 - January 2007
i2 Technologies December 1995 - December 2004
Eisner Consulting 1995 - 1996
Kulicke and Soffa May 1993 - September 1995
Skills
Retail, Supply Chain Management, Mergers, Team Building, Process Improvement, Business Planning, Process Engineering, Management Consulting, Business Strategy, Strategic Planning, Program Management, Change Management, Forecasting, Customer Relations, Product Development, Operations Management, Negotiation, Business Intelligence, Mentoring, Manufacturing, Product Management, Contract Negotiation, IT Strategy, Integration, Inventory Management, ERP, Marketing Strategy, Six Sigma, Start-ups, Business Process..., Go-to-market Strategy, Strategy, Solution Selling, Leadership, Supply Chain, Competitive Analysis, Business Development, Customer Service, Sales, Marketing, Telecommunications, Cross-functional Team..., Management, New Business Development, Sales Management, Budgets, Team Leadership, Project Planning, Business Analysis, Strategic Partnerships
Education
University of Scranton 1991 — 1995
BS
St. Joseph's Prep 1987 — 1991
o9 Solutions, Inc. December 2013 - Present
The Highland Group July 2010 - November 2013
Inoti, Inc January 2010 - January 2012
Penn Valley Group March 2010 - July 2010
Motum LLC September 2007 - January 2010
Tatum, LLC January 2007 - August 2007
Tatum LLC February 2005 - January 2007
i2 Technologies December 1995 - December 2004
Eisner Consulting 1995 - 1996
Kulicke and Soffa May 1993 - September 1995
Skills
Retail, Supply Chain Management, Mergers, Team Building, Process Improvement, Business Planning, Process Engineering, Management Consulting, Business Strategy, Strategic Planning, Program Management, Change Management, Forecasting, Customer Relations, Product Development, Operations Management, Negotiation, Business Intelligence, Mentoring, Manufacturing, Product Management, Contract Negotiation, IT Strategy, Integration, Inventory Management, ERP, Marketing Strategy, Six Sigma, Start-ups, Business Process..., Go-to-market Strategy, Strategy, Solution Selling, Leadership, Supply Chain, Competitive Analysis, Business Development, Customer Service, Sales, Marketing, Telecommunications, Cross-functional Team..., Management, New Business Development, Sales Management, Budgets, Team Leadership, Project Planning, Business Analysis, Strategic Partnerships
Education
University of Scranton 1991 — 1995
BS
St. Joseph's Prep 1987 — 1991
Joseph Toth Joseph Toth's Tatum LLC Experience 2002 - 2011
Job Retired
Industry Information Technology and Services
Experience
Retired May 2015 - Present
Fortium Partners LP May 2014 - Present
Aluminum Precision Products Inc. May 2004 - February 2011
Tatum LLC 2002 - 2011
Metropolitan Provisions, City of Industry, CA January 2000 - January 2003
Falcon Communications January 1997 - January 2000
Krause's Custom Furniture January 1996 - January 1997
Western Waste Industries/ Waste Management January 1992 - January 1996
Mobex Corporation January 1980 - January 1992
Skills
PMO, Strategic Planning, Process Improvement, Acquisition Integration, Mergers, ERP, Team Building, IT Governance, Business Intelligence, Change Management, Budgeting, Operations Management, Contract Negotiation, ITIL, Restructuring, SOX, Accounting, IT Management, Executive Management, Outsourcing, Start-ups, Management Consulting, Financial Management, Business Process..., Contract Management, Business Strategy, Vendor Management, Program Management, Manufacturing, Telecommunications, Budgets, Governance
Education
University of La Verne
B.S. Degree; S. Degree, Business Management; Business; Information Systems; Information Systems
Retired May 2015 - Present
Fortium Partners LP May 2014 - Present
Aluminum Precision Products Inc. May 2004 - February 2011
Tatum LLC 2002 - 2011
Metropolitan Provisions, City of Industry, CA January 2000 - January 2003
Falcon Communications January 1997 - January 2000
Krause's Custom Furniture January 1996 - January 1997
Western Waste Industries/ Waste Management January 1992 - January 1996
Mobex Corporation January 1980 - January 1992
Skills
PMO, Strategic Planning, Process Improvement, Acquisition Integration, Mergers, ERP, Team Building, IT Governance, Business Intelligence, Change Management, Budgeting, Operations Management, Contract Negotiation, ITIL, Restructuring, SOX, Accounting, IT Management, Executive Management, Outsourcing, Start-ups, Management Consulting, Financial Management, Business Process..., Contract Management, Business Strategy, Vendor Management, Program Management, Manufacturing, Telecommunications, Budgets, Governance
Education
University of La Verne
B.S. Degree; S. Degree, Business Management; Business; Information Systems; Information Systems
Joseph Binotto Joseph Binotto's Tatum LLC Experience April 2007 - May 2010
Job CFO at SwimSpot
Industry Apparel & Fashion
Experience
SwimSpot March 2010 - Present
Raj Manufacturing, LLC May 2007 - Present
Tatum, LLC April 2007 - May 2010
Ariela-Alpha International, LLC August 2005 - May 2007
Sweetheart Cup Co August 2000 - March 2004
Four M Corporation (Box USA) September 1989 - July 2000
Box USA 1989 - 2000
Skills
Mergers, Forecasting, Financial Analysis, Financial Reporting, Corporate Finance, Restructuring, Acquisition Integration, Private Equity, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, IPO, SEC filings, Due Diligence, Internal Controls
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1993
MBA, Finance
SwimSpot March 2010 - Present
Raj Manufacturing, LLC May 2007 - Present
Tatum, LLC April 2007 - May 2010
Ariela-Alpha International, LLC August 2005 - May 2007
Sweetheart Cup Co August 2000 - March 2004
Four M Corporation (Box USA) September 1989 - July 2000
Box USA 1989 - 2000
Skills
Mergers, Forecasting, Financial Analysis, Financial Reporting, Corporate Finance, Restructuring, Acquisition Integration, Private Equity, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, IPO, SEC filings, Due Diligence, Internal Controls
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1993
MBA, Finance
Gardnar O'Brien, CPA Gardnar O'Brien, CPA's Tatum LLC Experience July 2007 - April 2008
Job Chief Financial Officer (CFO); Private Equity, Private Co., Public Co., International and Board Experience.
Industry Consumer Goods
Experience
Bedrosians Tile and Stone August 2015 - Present
Logomark, Inc May 2008 - March 2015
Tatum, LLC July 2007 - April 2008
Seidler Equity Partners 1998 - June 2007
Sweda Company 1998 - 2006
ADVO Inc. 1990 - 1998
May Department Stores Company 1980 - 1990
Coopers & Lybrand 1978 - 1980
Skills
Strategy, Strategic Planning, Executive Management, Mergers & Acquisitions, Management, Financial Reporting, Due Diligence, Finance, Forecasting, Budgets, Leadership, Accounting, Mergers, Cash Management, Process Improvement, Sarbanes-Oxley Act, Private Equity, Restructuring, GAAP, Auditing, Internal Controls, Acquisition Integration, Strategic Financial..., Financial Systems, Cash Flow Forecasting, Credit, Turn Around Management, Change Management, Cash Flow, Financial Planning, Sales, Consolidation, Managerial Finance, Corporate Finance, Portfolio Management, Investments, Income Statement, Business Acquisition, US GAAP, Financial Modeling, Cost Accounting, IPO, Business Valuation, Treasury Management, Financial Statements, Revenue Recognition, Profitability Management, New Business Acquisition, Pricing, Staff Training
Education
University of Missouri-Columbia, College of Business
BSBA, Accountancy
Bedrosians Tile and Stone August 2015 - Present
Logomark, Inc May 2008 - March 2015
Tatum, LLC July 2007 - April 2008
Seidler Equity Partners 1998 - June 2007
Sweda Company 1998 - 2006
ADVO Inc. 1990 - 1998
May Department Stores Company 1980 - 1990
Coopers & Lybrand 1978 - 1980
Skills
Strategy, Strategic Planning, Executive Management, Mergers & Acquisitions, Management, Financial Reporting, Due Diligence, Finance, Forecasting, Budgets, Leadership, Accounting, Mergers, Cash Management, Process Improvement, Sarbanes-Oxley Act, Private Equity, Restructuring, GAAP, Auditing, Internal Controls, Acquisition Integration, Strategic Financial..., Financial Systems, Cash Flow Forecasting, Credit, Turn Around Management, Change Management, Cash Flow, Financial Planning, Sales, Consolidation, Managerial Finance, Corporate Finance, Portfolio Management, Investments, Income Statement, Business Acquisition, US GAAP, Financial Modeling, Cost Accounting, IPO, Business Valuation, Treasury Management, Financial Statements, Revenue Recognition, Profitability Management, New Business Acquisition, Pricing, Staff Training
Education
University of Missouri-Columbia, College of Business
BSBA, Accountancy
Patrick M. Worsham Patrick M. Worsham's Tatum LLC Experience 2007 - 2010
Job Expert at the Finance Function Playing a Highly Valued, Leading Role in the Organization
Industry Management Consulting
Experience
SavvyCard March 2014 - Present
Newport Board Group April 2012 - Present
Sparen, Inc. 2011 - 2012
Tatum LLC 2007 - 2010
Levitt Corporation December 2007 - May 2008
PMW Investments 2001 - 2007
The Coca-Cola Company 1999 - 2000
The Coca-Cola Company 1996 - 1999
The Coca-Cola Company 1989 - 1996
The Coca-Cola Company 1980 - 1989
Skills
Mergers, Strategic Planning, Management Consulting, Start-ups, Business Planning, Restructuring, Executive Management, Business Strategy, Due Diligence, Acquisition Integration, Finance, Change Management, Cross-functional Team..., Business Process..., Business Ethics, Mergers & Acquisitions, Leadership, Strategy, SEC filings, Financial Reporting, Cash Management, Corporate Finance, Process Improvement, Risk Management, Financial Analysis, Internal Controls, Private Equity, Managerial Finance, Corporate Development, Venture Capital, Divestitures, Internal Audit, Forecasting, Management, Consulting, Business Development, Entrepreneurship, Budgets, Team Building, SEC Filings, Investment Advisory
Education
University of Illinois at Urbana-Champaign
BS, Accountancy (Highest Honors)
SavvyCard March 2014 - Present
Newport Board Group April 2012 - Present
Sparen, Inc. 2011 - 2012
Tatum LLC 2007 - 2010
Levitt Corporation December 2007 - May 2008
PMW Investments 2001 - 2007
The Coca-Cola Company 1999 - 2000
The Coca-Cola Company 1996 - 1999
The Coca-Cola Company 1989 - 1996
The Coca-Cola Company 1980 - 1989
Skills
Mergers, Strategic Planning, Management Consulting, Start-ups, Business Planning, Restructuring, Executive Management, Business Strategy, Due Diligence, Acquisition Integration, Finance, Change Management, Cross-functional Team..., Business Process..., Business Ethics, Mergers & Acquisitions, Leadership, Strategy, SEC filings, Financial Reporting, Cash Management, Corporate Finance, Process Improvement, Risk Management, Financial Analysis, Internal Controls, Private Equity, Managerial Finance, Corporate Development, Venture Capital, Divestitures, Internal Audit, Forecasting, Management, Consulting, Business Development, Entrepreneurship, Budgets, Team Building, SEC Filings, Investment Advisory
Education
University of Illinois at Urbana-Champaign
BS, Accountancy (Highest Honors)
Ben Wright's Tatum LLC Experience November 2007 - February 2009
Job CEO at Velocity Global, LLC
Industry International Trade and Development
Experience
Velocity Global, LLC April 2014 - Present
DLA Piper April 2013 - May 2014
High Street Partners June 2009 - April 2013
Tatum, LLC November 2007 - February 2009
Parson Consulting August 2006 - October 2007
BDO Seidman July 2004 - August 2006
NetSuite 2004 - 2004
PriceWaterhouseCoopers 1999 - 2002
Skills
Business Process..., Finance, Business Development, Management, Financial Analysis, Financial Modeling, Management Consulting, Start-ups, Sarbanes-Oxley Act, Forecasting, Venture Capital, Market Research, Strategic Financial..., Strategic Planning, Strategy, Leadership, Sales Process, Strategic Partnerships, Risk Management, Fly Fishing, New Business Development, Brand Development, Salesforce.com, Recruiting, International Trade, Sales Management, International Business, Analysis, CRM, International Sales
Education
University of Notre Dame 1995 — 1999
B.A., Accounting
Albuquerque Academy 1988 — 1995
Velocity Global, LLC April 2014 - Present
DLA Piper April 2013 - May 2014
High Street Partners June 2009 - April 2013
Tatum, LLC November 2007 - February 2009
Parson Consulting August 2006 - October 2007
BDO Seidman July 2004 - August 2006
NetSuite 2004 - 2004
PriceWaterhouseCoopers 1999 - 2002
Skills
Business Process..., Finance, Business Development, Management, Financial Analysis, Financial Modeling, Management Consulting, Start-ups, Sarbanes-Oxley Act, Forecasting, Venture Capital, Market Research, Strategic Financial..., Strategic Planning, Strategy, Leadership, Sales Process, Strategic Partnerships, Risk Management, Fly Fishing, New Business Development, Brand Development, Salesforce.com, Recruiting, International Trade, Sales Management, International Business, Analysis, CRM, International Sales
Education
University of Notre Dame 1995 — 1999
B.A., Accounting
Albuquerque Academy 1988 — 1995
Jerry Milkovich Jerry Milkovich's Tatum LLC Experience October 2003 - December 2008
Job Managing Partner at CPA Property Group
Industry Management Consulting
Experience
CPA Property Group January 2009 - Present
Tatum LLC October 2003 - December 2008
TTI August 2000 - September 2003
Dassault Systemes - Delmia 1997 - 2000
Berkshire Hathaway - Marmon / Alaron 1985 - 1997
Skills
Due Diligence, Valuation, Private Equity, Mergers, Investments, Financial Modeling, Real Estate, Investor Relations, Restructuring, Joint Ventures, Asset Managment, Financial Analysis, Capital, Finance, Venture Capital, Acquisitions, Portfolio Management, Corporate Finance, Real Estate Economics, Turn Around Management
Education
Walsh College of Accountancy and Business Administration 1981 — 1983
BBA, Accountancy
University of Michigan
BBA, Finance
CPA Property Group January 2009 - Present
Tatum LLC October 2003 - December 2008
TTI August 2000 - September 2003
Dassault Systemes - Delmia 1997 - 2000
Berkshire Hathaway - Marmon / Alaron 1985 - 1997
Skills
Due Diligence, Valuation, Private Equity, Mergers, Investments, Financial Modeling, Real Estate, Investor Relations, Restructuring, Joint Ventures, Asset Managment, Financial Analysis, Capital, Finance, Venture Capital, Acquisitions, Portfolio Management, Corporate Finance, Real Estate Economics, Turn Around Management
Education
Walsh College of Accountancy and Business Administration 1981 — 1983
BBA, Accountancy
University of Michigan
BBA, Finance
John Reiland John Reiland's Tatum LLC Experience 2003 - 2006
Job member Board of Directors at Flotek Industries, Inc.
Industry Nonprofit Organization Management
Experience
The Kabbalah Centre October 2011 - Present
Flotek Industries, Inc. November 2009 - Present
Singer Lewak February 2008 - August 2011
Ronco Corporation June 2006 - August 2007
StarVox Telecommunications 2007 - 2007
US Dataworks, Inc. March 2003 - March 2006
Tatum LLC 2003 - 2006
ServiceIQ 2000 - 2002
NEON Systems 1996 - 2000
STARS 1986 - 1989
Skills
Finance, IPO, Start-ups, Strategic Planning, Financial Analysis, Budgets, Accounting, Business Strategy, Auditing, Due Diligence, Internal Controls, Team Building, SEC filings, Sarbanes-Oxley Act, Private Equity, Financial Services, Executive Management, Leadership, General Ledger, Financial Reporting, Analysis, Marketing, Revenue Recognition, Management, Restructuring, Corporate Finance, GAAP, Financial Modeling, Managerial Finance, Strategic Financial..., US GAAP, CPA, Business Valuation, Variance Analysis, Cost Accounting, Acquisition Integration, Enterprise Risk..., Corporate Governance, Internal Audit, Divestitures, Forecasting, Treasury Management, Financial Accounting, Financial Audits, Financial Planning, SEC Filings
Education
University of Houston 1967 — 1973
BBA, Accounting
The Kabbalah Centre October 2011 - Present
Flotek Industries, Inc. November 2009 - Present
Singer Lewak February 2008 - August 2011
Ronco Corporation June 2006 - August 2007
StarVox Telecommunications 2007 - 2007
US Dataworks, Inc. March 2003 - March 2006
Tatum LLC 2003 - 2006
ServiceIQ 2000 - 2002
NEON Systems 1996 - 2000
STARS 1986 - 1989
Skills
Finance, IPO, Start-ups, Strategic Planning, Financial Analysis, Budgets, Accounting, Business Strategy, Auditing, Due Diligence, Internal Controls, Team Building, SEC filings, Sarbanes-Oxley Act, Private Equity, Financial Services, Executive Management, Leadership, General Ledger, Financial Reporting, Analysis, Marketing, Revenue Recognition, Management, Restructuring, Corporate Finance, GAAP, Financial Modeling, Managerial Finance, Strategic Financial..., US GAAP, CPA, Business Valuation, Variance Analysis, Cost Accounting, Acquisition Integration, Enterprise Risk..., Corporate Governance, Internal Audit, Divestitures, Forecasting, Treasury Management, Financial Accounting, Financial Audits, Financial Planning, SEC Filings
Education
University of Houston 1967 — 1973
BBA, Accounting
David Asai's Tatum LLC Experience September 2011 - April 2013
Job Chief Financial Officer at Learning Tree International
Industry Management Consulting
Experience
Learning Tree International April 2013 - Present
Tatum LLC September 2011 - April 2013
Self Employed February 2009 - September 2011
Voyager Learning Company (FKA ProQuest Company) 2006 - 2009
Independence Air (FKA Atlantic Coast Airlines) 2005 - 2006
Independence Air (FKA Atlantic Coast Airlines) 1998 - 2005
Reno Air, Inc. 1994 - 1998
Spirit Airlines 1992 - 1994
Midway Airlines 1981 - 1992
Hertz June 1978 - May 1981
Skills
Process Improvement, Cash Management, Mergers, Strategic Planning, Corporate Finance, SEC filings, CFO, Corporate Controller, SOX 404, Financial Reporting, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Start-ups
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy
Learning Tree International April 2013 - Present
Tatum LLC September 2011 - April 2013
Self Employed February 2009 - September 2011
Voyager Learning Company (FKA ProQuest Company) 2006 - 2009
Independence Air (FKA Atlantic Coast Airlines) 2005 - 2006
Independence Air (FKA Atlantic Coast Airlines) 1998 - 2005
Reno Air, Inc. 1994 - 1998
Spirit Airlines 1992 - 1994
Midway Airlines 1981 - 1992
Hertz June 1978 - May 1981
Skills
Process Improvement, Cash Management, Mergers, Strategic Planning, Corporate Finance, SEC filings, CFO, Corporate Controller, SOX 404, Financial Reporting, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Start-ups
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy
John Schefke John Schefke's Tatum LLC Experience January 2007 - March 2009
Job Senior Controller and Director at Scale Finance LLC
Industry Accounting
Experience
Scale Finance LLC January 2012 - Present
House Autry Mills June 2009 - September 2011
Tatum LLC January 2007 - March 2009
Horn Murdock Cole / Robert Half January 2006 - December 2006
Digital Recorders Inc. April 2000 - December 2005
Mueller Steam January 1998 - March 2000
Crane Co. May 1984 - February 1996
Pott Industries Inc. July 1982 - April 1984
Chromalloy American January 1981 - June 1982
Arthur Andersen & Co. June 1979 - December 1980
Skills
SEC filings, Accounting, Financial Reporting, Strategic Planning, Internal Controls, Executive Management, Acquisition Integration, Managerial Finance, Financial Modeling, Forecasting, Budgets, Auditing, Financial Statements, Finance, Internal Audit, Revenue Recognition, Management, GAAP, Financial Analysis
Education
University of Missouri-Saint Louis 1976 — 1979
BS, Accounting
Mercy High School
Scale Finance LLC January 2012 - Present
House Autry Mills June 2009 - September 2011
Tatum LLC January 2007 - March 2009
Horn Murdock Cole / Robert Half January 2006 - December 2006
Digital Recorders Inc. April 2000 - December 2005
Mueller Steam January 1998 - March 2000
Crane Co. May 1984 - February 1996
Pott Industries Inc. July 1982 - April 1984
Chromalloy American January 1981 - June 1982
Arthur Andersen & Co. June 1979 - December 1980
Skills
SEC filings, Accounting, Financial Reporting, Strategic Planning, Internal Controls, Executive Management, Acquisition Integration, Managerial Finance, Financial Modeling, Forecasting, Budgets, Auditing, Financial Statements, Finance, Internal Audit, Revenue Recognition, Management, GAAP, Financial Analysis
Education
University of Missouri-Saint Louis 1976 — 1979
BS, Accounting
Mercy High School
Basil Marais Basil Marais's Tatum LLC Experience October 2007 - August 2010
Job Chief Financial Officer at Applied Software
Industry Financial Services
Experience
Applied Software December 2012 - Present
Oracle 2011 - December 2012
Atlanta September 2010 - October 2011
Tatum LLC October 2007 - August 2010
Tatum LLC October 2007 - September 2008
CDC Corporation November 1996 - October 2007
CDC Software 1997 - 2007
Skills
Finance, Financial Modeling, Process Improvement, GAAP, Auditing, Leadership, Revenue Recognition, Acquisition Integration, Sarbanes-Oxley Act, ERP, Mergers, Financial Reporting, Internal Audit, Internal Controls, Accounting, Mergers & Acquisitions, Management Consulting, Due Diligence, Strategic Planning, Business Process..., Business Analysis, SEC filings, Budgets, Forecasting, Managerial Finance, General Ledger, Consolidation, Sarbanes-Oxley, Start-ups, Financial Analysis, Accounts Receivable, Strategy, Business Intelligence
Education
University of Natal, Durban 1971 — 1973
Bachelor of Commerce, Accounting, Economics
Applied Software December 2012 - Present
Oracle 2011 - December 2012
Atlanta September 2010 - October 2011
Tatum LLC October 2007 - August 2010
Tatum LLC October 2007 - September 2008
CDC Corporation November 1996 - October 2007
CDC Software 1997 - 2007
Skills
Finance, Financial Modeling, Process Improvement, GAAP, Auditing, Leadership, Revenue Recognition, Acquisition Integration, Sarbanes-Oxley Act, ERP, Mergers, Financial Reporting, Internal Audit, Internal Controls, Accounting, Mergers & Acquisitions, Management Consulting, Due Diligence, Strategic Planning, Business Process..., Business Analysis, SEC filings, Budgets, Forecasting, Managerial Finance, General Ledger, Consolidation, Sarbanes-Oxley, Start-ups, Financial Analysis, Accounts Receivable, Strategy, Business Intelligence
Education
University of Natal, Durban 1971 — 1973
Bachelor of Commerce, Accounting, Economics
DeAnn Brunts's Tatum LLC Experience May 2006 - November 2009
Job Director at B&G Foods
Industry Executive Office
Experience
B&G Foods May 2015 - Present
TSI - A Transworld Systems Company March 2015 - Present
Maverik Inc September 2012 - June 2014
Rocky Mountain Foods February 2011 - September 2012
Merlin International January 2010 - February 2011
Tatum LLC May 2006 - November 2009
The Women's Foundation of Colorado 2006 - 2009
Republic Financial Corporation 2005 - 2006
TrenStar, Inc. May 2004 - May 2005
Agilera, Inc March 2000 - April 2003
Skills
Mergers & Acquisitions, Strategic Planning, Management, Strategy, Leadership, Start-ups, Finance, Due Diligence, Financial Analysis, Executive Management, Organizational..., Mergers, CRM, Acquisition Integration, Accounting, Consulting, Restructuring, Human Resources, Private Equity, Banking, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Operations Management
University of Missouri-Saint Louis 1982 — 1985
BSBA, Accounting
B&G Foods May 2015 - Present
TSI - A Transworld Systems Company March 2015 - Present
Maverik Inc September 2012 - June 2014
Rocky Mountain Foods February 2011 - September 2012
Merlin International January 2010 - February 2011
Tatum LLC May 2006 - November 2009
The Women's Foundation of Colorado 2006 - 2009
Republic Financial Corporation 2005 - 2006
TrenStar, Inc. May 2004 - May 2005
Agilera, Inc March 2000 - April 2003
Skills
Mergers & Acquisitions, Strategic Planning, Management, Strategy, Leadership, Start-ups, Finance, Due Diligence, Financial Analysis, Executive Management, Organizational..., Mergers, CRM, Acquisition Integration, Accounting, Consulting, Restructuring, Human Resources, Private Equity, Banking, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Operations Management
University of Missouri-Saint Louis 1982 — 1985
BSBA, Accounting
Robert Kiehnle Robert Kiehnle's Tatum LLC Experience 2004 - 2007
Job CFO at Pro*Act, LLC
Industry Food & Beverages
Experience
Pro*Act, LLC September 2007 - Present
Tatum LLC 2004 - 2007
TradeMC 2001 - 2001
Fresh America Corp August 1996 - October 1998
Aviall 1994 - 1996
Itel Rail Corporation 1978 - 1992
Skills
Mergers, Strategic Planning, SEC filings, Acquisition Integration, Business Planning, Mergers & Acquisitions, Managerial Finance, Strategy, Due Diligence
Education
University of Oregon - Charles H. Lundquist College of Business 1972 — 1974
Pro*Act, LLC September 2007 - Present
Tatum LLC 2004 - 2007
TradeMC 2001 - 2001
Fresh America Corp August 1996 - October 1998
Aviall 1994 - 1996
Itel Rail Corporation 1978 - 1992
Skills
Mergers, Strategic Planning, SEC filings, Acquisition Integration, Business Planning, Mergers & Acquisitions, Managerial Finance, Strategy, Due Diligence
Education
University of Oregon - Charles H. Lundquist College of Business 1972 — 1974
Christopher Macmanus Christopher Macmanus's Tatum LLC Experience June 2008 - April 2010
Job Director at Deloitte Consulting
Industry Hospital & Health Care
Experience
Deloitte Consulting December 2010 - Present
Tatum, LLC June 2008 - April 2010
Catholic Health Initiatives 2001 - 2007
First Consulting Group 2000 - 2001
CareGroup 1996 - 2000
Johns Hopkins HealthCare 1989 - 1996
Barnes-Jewish Hospital 1987 - 1989
Mallinckrodt, Inc. 1984 - 1987
Accenture Technology Solutions 1976 - 1983
Arthur Andersen 1976 - 1983
Education
Washington University in St. Louis - Olin Business School 1974 — 1976
MBA, Finance
University of Notre Dame 1970 — 1974
Canisius High School 1966 — 1970
Deloitte Consulting December 2010 - Present
Tatum, LLC June 2008 - April 2010
Catholic Health Initiatives 2001 - 2007
First Consulting Group 2000 - 2001
CareGroup 1996 - 2000
Johns Hopkins HealthCare 1989 - 1996
Barnes-Jewish Hospital 1987 - 1989
Mallinckrodt, Inc. 1984 - 1987
Accenture Technology Solutions 1976 - 1983
Arthur Andersen 1976 - 1983
Education
Washington University in St. Louis - Olin Business School 1974 — 1976
MBA, Finance
University of Notre Dame 1970 — 1974
Canisius High School 1966 — 1970
Claudine (Brazee) Bhandari, CPA's Tatum LLC Experience May 2010 - September 2011
Job North American Business Controller and Treasurer at Vopak
Industry Executive Office
Experience
Vopak September 2011 - Present
Tatum LLC May 2010 - September 2011
J.A.M. Distributing July 2009 - April 2010
TransMontaigne October 2007 - March 2009
Calpine September 2006 - June 2007
Goldman Sachs & Co. January 2003 - July 2006
El Paso February 1999 - January 2003
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Finance, Accounts Payable, Budgets, Cash Flow, Fixed Assets, Management, GAAP, Accounts Receivable, Business Planning, Financial Statements, Tax, Cash Management, Financial Audits, CPA
Education
University of North Florida - College of Business Administration 1991 — 1994
Bachelor of Business Administration, Accounting
Vopak September 2011 - Present
Tatum LLC May 2010 - September 2011
J.A.M. Distributing July 2009 - April 2010
TransMontaigne October 2007 - March 2009
Calpine September 2006 - June 2007
Goldman Sachs & Co. January 2003 - July 2006
El Paso February 1999 - January 2003
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Finance, Accounts Payable, Budgets, Cash Flow, Fixed Assets, Management, GAAP, Accounts Receivable, Business Planning, Financial Statements, Tax, Cash Management, Financial Audits, CPA
Education
University of North Florida - College of Business Administration 1991 — 1994
Bachelor of Business Administration, Accounting
John Leyting John Leyting's Tatum LLC Experience May 2006 - July 2007
Job Accounting Professional
Industry Accounting
Experience
King & Spalding LLP June 2008 - Present
Tatum, LLC May 2006 - July 2007
Tatum, LLC July 1998 - May 2006
Arthur Andersen November 1995 - May 1997
Education
North Georgia College and State University 1979 — 1983
BBA, Accounting
King & Spalding LLP June 2008 - Present
Tatum, LLC May 2006 - July 2007
Tatum, LLC July 1998 - May 2006
Arthur Andersen November 1995 - May 1997
Education
North Georgia College and State University 1979 — 1983
BBA, Accounting
Robert (Bob) Martins Robert (Bob) Martins's Tatum LLC Experience January 2009 - March 2012
Job Partner CFO Services at Lighthouse CFO Partners
Industry Management Consulting
Experience
Lighthouse CFO Partners July 2012 - Present
TCAssociates March 2012 - June 2013
Tatum LLC January 2009 - March 2012
InBank Services, LLC 2003 - 2008
A & T Systems, Inc 1999 - 2003
Regional Commercial Banks 1985 - 1999
Education
Yale University
University of Maryland College Park
B.A. with High Honors, English
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Lighthouse CFO Partners July 2012 - Present
TCAssociates March 2012 - June 2013
Tatum LLC January 2009 - March 2012
InBank Services, LLC 2003 - 2008
A & T Systems, Inc 1999 - 2003
Regional Commercial Banks 1985 - 1999
Education
Yale University
University of Maryland College Park
B.A. with High Honors, English
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Donald McIntosh, CPA, CGMA's Tatum LLC Experience March 2010 - April 2012
Job Director at Sirius Solutions
Industry Accounting
Experience
Sirius Solutions April 2012 - Present
Tatum LLC March 2010 - April 2012
Resources Global Professionals April 2005 - March 2010
Robert Half Management Resources April 2004 - February 2005
Baran Telecom February 2000 - January 2004
Alstom Signaling March 1997 - November 1999
Southwestern Financial Corporation February 1992 - March 1997
Skills
Business Strategy, Sarbanes-Oxley Act, Leadership, Payroll, Financial Reporting, Expenses, Corporate Governance, Financial Goals, policies, Organizational..., Account Reconciliation, Treasury Management, Internal Controls, Mentoring, Forecasting, Auditing, Sarbanes-Oxley, Strategic Financial..., Process Improvement, Accounting, Cost Accounting, Consolidation, Banking, Corporate Finance, Financial Statements, Management Consulting, Mergers & Acquisitions, ERP, Budgets, Financial Analysis, Finance, GAAP, Managerial Finance, Project Planning, Internal Audit, CPA, SEC filings, Business Process..., Due Diligence
Education
University of Louisville 1976 — 1980
BS
Sirius Solutions April 2012 - Present
Tatum LLC March 2010 - April 2012
Resources Global Professionals April 2005 - March 2010
Robert Half Management Resources April 2004 - February 2005
Baran Telecom February 2000 - January 2004
Alstom Signaling March 1997 - November 1999
Southwestern Financial Corporation February 1992 - March 1997
Skills
Business Strategy, Sarbanes-Oxley Act, Leadership, Payroll, Financial Reporting, Expenses, Corporate Governance, Financial Goals, policies, Organizational..., Account Reconciliation, Treasury Management, Internal Controls, Mentoring, Forecasting, Auditing, Sarbanes-Oxley, Strategic Financial..., Process Improvement, Accounting, Cost Accounting, Consolidation, Banking, Corporate Finance, Financial Statements, Management Consulting, Mergers & Acquisitions, ERP, Budgets, Financial Analysis, Finance, GAAP, Managerial Finance, Project Planning, Internal Audit, CPA, SEC filings, Business Process..., Due Diligence
Education
University of Louisville 1976 — 1980
BS
Henry Page (Henry.W.Page@gmail.com Henry Page (Henry.W.Page@gmail.com's Tatum LLC Experience January 2008 - May 2009
Job Director of Finance & Administration at BLG Logistics, Inc.
Industry Accounting
Experience
BLG Logistics, Inc. March 2013 - Present
AdCare Health Systems May 2012 - March 2013
Henry Page, CPA May 2010 - May 2012
Environmental Asset Recovery Solutions, LLC September 2009 - May 2010
Tatum LLC January 2008 - May 2009
Huron Consulting Group October 2005 - January 2008
Prosero Incorporated April 2000 - October 2005
Morrison Management Specialists, Inc October 1998 - April 2000
Morrison Management Specialists, Inc January 1996 - April 1998
Morrison Restaurants Inc. May 1994 - January 1996
Skills
Financial Reporting, Forecasting, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Process Improvement, Budgets, Strategy, Start-ups, General Ledger, Strategic Planning, Cash Management, Tax, GAAP, Analysis, Executive Management, SEC filings, Financial Planning, Change Management, Integration, Internal Audit, Corporate Finance, Accounts Payable, Strategic Financial..., Team Building, ERP, Payroll, Consolidation, Management
Education
University of South Alabama 1975 — 1979
BS, Accounting
BLG Logistics, Inc. March 2013 - Present
AdCare Health Systems May 2012 - March 2013
Henry Page, CPA May 2010 - May 2012
Environmental Asset Recovery Solutions, LLC September 2009 - May 2010
Tatum LLC January 2008 - May 2009
Huron Consulting Group October 2005 - January 2008
Prosero Incorporated April 2000 - October 2005
Morrison Management Specialists, Inc October 1998 - April 2000
Morrison Management Specialists, Inc January 1996 - April 1998
Morrison Restaurants Inc. May 1994 - January 1996
Skills
Financial Reporting, Forecasting, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Process Improvement, Budgets, Strategy, Start-ups, General Ledger, Strategic Planning, Cash Management, Tax, GAAP, Analysis, Executive Management, SEC filings, Financial Planning, Change Management, Integration, Internal Audit, Corporate Finance, Accounts Payable, Strategic Financial..., Team Building, ERP, Payroll, Consolidation, Management
Education
University of South Alabama 1975 — 1979
BS, Accounting
Tracey Joseph Smith's Tatum LLC Experience 2006 - May 2009
Job Consulting CFO
Industry Executive Office
Experience
Independent Consulting CFO July 2006 - Present
TATUM, LLC 2006 - May 2009
Interdean.Interconex 2001 - 2006
ALSTOM USA 1995 - 2000
Saft America Inc. 1987 - 1994
Consolidated Concorde Group 1987 - 1987
Communications Strategy Limited 1986 - 1986
Deloitte-Touche 1983 - 1986
Deloitte-Touche 1977 - 1983
University of Regina 1982 - 1982
Skills
Mergers, Accounting, Treasury, Corporate Governance, Financial Risk, Management, Acquisition Integration, Due Diligence, Restructuring, Managerial Finance, Private Equity, Financial Reporting, Internal Controls, Financial Analysis, Financial Modeling, Turn Around Management, Divestitures, Executive Management, Budgets, Mergers & Acquisitions, Contract Negotiation, Negotiation, Finance, Start-ups, Cash Flow, Auditing, Forecasting, Treasury Management
Education
ICAS 1977 — 1980
Chartered Accountant
SMAS
Certified Management Accountant
University of Regina 1972 — 1976
B Admin, Economics
Independent Consulting CFO July 2006 - Present
TATUM, LLC 2006 - May 2009
Interdean.Interconex 2001 - 2006
ALSTOM USA 1995 - 2000
Saft America Inc. 1987 - 1994
Consolidated Concorde Group 1987 - 1987
Communications Strategy Limited 1986 - 1986
Deloitte-Touche 1983 - 1986
Deloitte-Touche 1977 - 1983
University of Regina 1982 - 1982
Skills
Mergers, Accounting, Treasury, Corporate Governance, Financial Risk, Management, Acquisition Integration, Due Diligence, Restructuring, Managerial Finance, Private Equity, Financial Reporting, Internal Controls, Financial Analysis, Financial Modeling, Turn Around Management, Divestitures, Executive Management, Budgets, Mergers & Acquisitions, Contract Negotiation, Negotiation, Finance, Start-ups, Cash Flow, Auditing, Forecasting, Treasury Management
Education
ICAS 1977 — 1980
Chartered Accountant
SMAS
Certified Management Accountant
University of Regina 1972 — 1976
B Admin, Economics
Bob Sternenberg Bob Sternenberg's Tatum LLC Experience As a Tatum Partner I am Interim CEO and Member Board of DirectorsFixed Base Operation in General Aviation IndustrySeptember 2007 - Present
Job Partner at Tatum LLC
Industry Executive Office
Experience
Tatum LLC As a Tatum Partner I am Interim CEO and Member Board of DirectorsFixed Base Operation in General Aviation IndustrySeptember 2007 - Present
Oilfield Service Firm; provider of drilling equipment June 1979 - May 2009
Education
University of Houston 1959 — 1972
BBA; MBA; PHD, Bus. Acct. Fin. and Econ.
University of Houston, C.T. Bauer College of Business 1959 — 1972
BBA, MBA, PhD, Accounting, Finance, IE, Economics
Tatum LLC As a Tatum Partner I am Interim CEO and Member Board of DirectorsFixed Base Operation in General Aviation IndustrySeptember 2007 - Present
Oilfield Service Firm; provider of drilling equipment June 1979 - May 2009
Education
University of Houston 1959 — 1972
BBA; MBA; PHD, Bus. Acct. Fin. and Econ.
University of Houston, C.T. Bauer College of Business 1959 — 1972
BBA, MBA, PhD, Accounting, Finance, IE, Economics
Paul Oberman Paul Oberman's Tatum LLC Experience May 2002 - April 2009
Job Partner & Founder at C Squared Solutions, LLC
Industry Financial Services
Experience
C Squared Solutions, LLC 2011 - Present
MouseTrap Films, LLC 2011 - Present
Clean Energy Distribution, LLC 2011 - Present
Solar Solutions and Distribution, LLC 2012 - 2012
Gold Resource Corpration 2011 - 2012
Catapult CFO Partners LLC 2009 - 2011
WorldWide Papa's, Inc. 2009 - 2011
Rainbow Rewards 2010 - 2010
Tatum LLC May 2002 - April 2009
Reserve Energy Corporation 2008 - 2008
Skills
SEC reporting, Accounting, Financial Planning, Retail Industry, Manufacturing, Entertainment Industry, Oil & Gas Industry, Mining Industry, Franchise Operations, Real Estate (home..., Renewable Energy...
Education
University of Michigan - Stephen M. Ross School of Business 1967 — 1968
MBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business 1964 — 1967
BBA, Accounting
C Squared Solutions, LLC 2011 - Present
MouseTrap Films, LLC 2011 - Present
Clean Energy Distribution, LLC 2011 - Present
Solar Solutions and Distribution, LLC 2012 - 2012
Gold Resource Corpration 2011 - 2012
Catapult CFO Partners LLC 2009 - 2011
WorldWide Papa's, Inc. 2009 - 2011
Rainbow Rewards 2010 - 2010
Tatum LLC May 2002 - April 2009
Reserve Energy Corporation 2008 - 2008
Skills
SEC reporting, Accounting, Financial Planning, Retail Industry, Manufacturing, Entertainment Industry, Oil & Gas Industry, Mining Industry, Franchise Operations, Real Estate (home..., Renewable Energy...
Education
University of Michigan - Stephen M. Ross School of Business 1967 — 1968
MBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business 1964 — 1967
BBA, Accounting
Mallory Colella Mallory Colella's Tatum LLC Experience August 2007 - February 2009
Job Onboarding Coordinator at The Global Edge Consultants
Industry Staffing and Recruiting
Experience
The Global Edge Consultants January 2013 - Present
WilsonHCG February 2012 - January 2013
The Global Edge Consultants October 2011 - February 2012
WilsonHCG May 2011 - August 2011
Tatum LLC August 2007 - February 2009
D. Hilton Associates January 2006 - August 2007
Universal Computer Systems June 2003 - December 2005
Education
University of Houston 2002 — 2005
BA, Public Relations, Minor in Business Administration
The Global Edge Consultants January 2013 - Present
WilsonHCG February 2012 - January 2013
The Global Edge Consultants October 2011 - February 2012
WilsonHCG May 2011 - August 2011
Tatum LLC August 2007 - February 2009
D. Hilton Associates January 2006 - August 2007
Universal Computer Systems June 2003 - December 2005
Education
University of Houston 2002 — 2005
BA, Public Relations, Minor in Business Administration
George Skinsacos, MBA, MCT, MCITP, MCTS, MCP, MSBP George Skinsacos, MBA, MCT, MCITP, MCTS, MCP, MSBP's Tatum LLC Experience May 2012 - Present
Job CFO/ CIO Partner at Tatum, a Randstad Company
Industry Management Consulting
Experience
Tatum, LLC May 2012 - Present
BDO March 2011 - August 2012
Raffa, PC March 2006 - March 2011
APCO Worldwide March 2005 - March 2006
ePartners Inc. March 2002 - March 2005
IRA November 2000 - May 2001
Transportation General February 1997 - November 2000
Audio Buys July 1995 - June 1996
Mattress Discounters November 1994 - July 1995
Crown Books Corporation February 1981 - July 1994
Skills
CFO, Senior Business..., Microsoft Certified..., Interim Management, Strategic Planning, Budget Process, Internal Controls, Cash Management, Business Prcosess..., Information Technology, Information Systems, Internal Audit, Controllership Functions, Part-Time CFO Services, Microsoft Technologies, Technology Management, ERP, Process Improvement, Auditing, Management Consulting, Mergers & Acquisitions, Financial Reporting, Microsoft Certified..., Accounting, Leadership, Finance, Budgets, Business Process..., Sarbanes-Oxley Act, Management, Managerial Finance, Microsoft Dynamics, CPA, Business Analysis
Education
University of New Haven Graduate School 1978 — 1980
MBA, Masters Business Administration
University of New Haven 1976 — 1978
BS, Business Administration
University of Maryland University College
BS, Accounting
Tatum, LLC May 2012 - Present
BDO March 2011 - August 2012
Raffa, PC March 2006 - March 2011
APCO Worldwide March 2005 - March 2006
ePartners Inc. March 2002 - March 2005
IRA November 2000 - May 2001
Transportation General February 1997 - November 2000
Audio Buys July 1995 - June 1996
Mattress Discounters November 1994 - July 1995
Crown Books Corporation February 1981 - July 1994
Skills
CFO, Senior Business..., Microsoft Certified..., Interim Management, Strategic Planning, Budget Process, Internal Controls, Cash Management, Business Prcosess..., Information Technology, Information Systems, Internal Audit, Controllership Functions, Part-Time CFO Services, Microsoft Technologies, Technology Management, ERP, Process Improvement, Auditing, Management Consulting, Mergers & Acquisitions, Financial Reporting, Microsoft Certified..., Accounting, Leadership, Finance, Budgets, Business Process..., Sarbanes-Oxley Act, Management, Managerial Finance, Microsoft Dynamics, CPA, Business Analysis
Education
University of New Haven Graduate School 1978 — 1980
MBA, Masters Business Administration
University of New Haven 1976 — 1978
BS, Business Administration
University of Maryland University College
BS, Accounting
Thomas MacAlpine M.Ed. Thomas MacAlpine M.Ed.'s Tatum LLC Experience October 2008 - April 2010
Job Account Manger
Industry Health, Wellness and Fitness
Experience
Maxwell Health March 2015 - Present
Ebix October 2014 - March 2015
Ebix November 2013 - October 2014
Ebix September 2012 - November 2013
Ebix April 2010 - September 2012
Tatum LLC October 2008 - April 2010
Coca-Cola Enterprises May 2008 - October 2008
Cambridge Advisory Group 2005 - 2008
Skills
Process Improvement, Vendor Management, Strategic Planning, Project Management, Team Building, Leadership, Budgets, Management, Business Analysis, Program Management, Contract Negotiation, Business Development, Change Management, Account Management, Team Leadership, Customer Satisfaction, Sales, Employee Benefits, Salesforce.com, Training, Employee Wellness..., SaaS, Strategy, Start-ups, Recruiting, Solution Selling, CRM, Sales Process, Strategic Partnerships, Sales Operations, Customer Retention, New Business Development, Lead Generation, Cross-functional Team..., Selling
Education
University of Massachusetts, Amherst 2002 — 2003
Master's degree, Education
University of Massachusetts, Amherst 1999 — 2002
BA Liberal Arts, English and Literature
Cromwell High School 1994 — 1998
High School Diploma
Maxwell Health March 2015 - Present
Ebix October 2014 - March 2015
Ebix November 2013 - October 2014
Ebix September 2012 - November 2013
Ebix April 2010 - September 2012
Tatum LLC October 2008 - April 2010
Coca-Cola Enterprises May 2008 - October 2008
Cambridge Advisory Group 2005 - 2008
Skills
Process Improvement, Vendor Management, Strategic Planning, Project Management, Team Building, Leadership, Budgets, Management, Business Analysis, Program Management, Contract Negotiation, Business Development, Change Management, Account Management, Team Leadership, Customer Satisfaction, Sales, Employee Benefits, Salesforce.com, Training, Employee Wellness..., SaaS, Strategy, Start-ups, Recruiting, Solution Selling, CRM, Sales Process, Strategic Partnerships, Sales Operations, Customer Retention, New Business Development, Lead Generation, Cross-functional Team..., Selling
Education
University of Massachusetts, Amherst 2002 — 2003
Master's degree, Education
University of Massachusetts, Amherst 1999 — 2002
BA Liberal Arts, English and Literature
Cromwell High School 1994 — 1998
High School Diploma
Darlene McCaffrey Darlene McCaffrey's Tatum LLC Experience October 2007 - June 2008
Job Associate Director of Parking and Transit Benefits at U.S. Department of Transporation
Industry Government Administration
Experience
U.S. Department of Transporation January 2010 - Present
EMA July 2008 - August 2010
Tatum LLC October 2007 - June 2008
Carnegie Mellon University February 1995 - February 1996
Westinghouse Electric Company August 1978 - September 1995
Skills
Strategic Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1977 — 1978
MBA, Finance
University of Pittsburgh 1970 — 1974
B.S, Physical Therapy
U.S. Department of Transporation January 2010 - Present
EMA July 2008 - August 2010
Tatum LLC October 2007 - June 2008
Carnegie Mellon University February 1995 - February 1996
Westinghouse Electric Company August 1978 - September 1995
Skills
Strategic Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1977 — 1978
MBA, Finance
University of Pittsburgh 1970 — 1974
B.S, Physical Therapy
Jeffery Schaefer Jeffery Schaefer's Tatum LLC Experience October 2005 - July 2006
Job Global Alliance Lead Healthcare
Industry Information Technology and Services
Experience
Microsoft May 2013 - Present
Santa Rosa Consulting March 2012 - March 2013
Stanley Healthcare Solutions (formerly Infologix/Healthcare Informatics Associates, Inc.) April 2011 - March 2012
Siemens Healthcare October 2007 - March 2011
OPTUMInsight July 2006 - October 2007
Tatum LLC October 2005 - July 2006
CSC September 2002 - October 2005
GE Healthcare January 2001 - September 2002
ECG Management Consultants August 1999 - January 2001
CTG Healthcare Solutions January 1998 - March 1999
Skills
Healthcare, Hospitals, Healthcare Information..., Healthcare Consulting, Centricity, Cerner, Epic Systems, Meditech, Siemens Soarian, EHR, EMR, IT Project Leadership, IT Project..., Physician Alignment, Change Management, E-Learning, IT Strategy, Revenue Cycle, Process Improvement, Strategic Planning, Medical Informatics, Mobile Devices, IT Outsourcing, Disaster Recovery, Business Process..., HIPAA, Laboratory Medicine, Laboratory Automation, Microbiology, Genomics, Proteomics, Business Continuity..., Six Sigma, New Business Development, Sales Management, Sales Operations, Marketing Strategy, Key Account Management, Biopharmaceuticals, Soarian, Soarian Clinicals, Healthcare Information..., Clinical Software, Clinical Workflow, Clinical Systems..., Enterprise Systems..., Enterprise IT Strategy, CIO Advisory Services, Informatics, Project Management
Education
University of Oklahoma 1979 — 1984
Bachelor of Science, Microbiology
University of Oklahoma 1979 — 1984
Bachelor of Science (B.S.), Medical Microbiology and Bacteriology
Microsoft May 2013 - Present
Santa Rosa Consulting March 2012 - March 2013
Stanley Healthcare Solutions (formerly Infologix/Healthcare Informatics Associates, Inc.) April 2011 - March 2012
Siemens Healthcare October 2007 - March 2011
OPTUMInsight July 2006 - October 2007
Tatum LLC October 2005 - July 2006
CSC September 2002 - October 2005
GE Healthcare January 2001 - September 2002
ECG Management Consultants August 1999 - January 2001
CTG Healthcare Solutions January 1998 - March 1999
Skills
Healthcare, Hospitals, Healthcare Information..., Healthcare Consulting, Centricity, Cerner, Epic Systems, Meditech, Siemens Soarian, EHR, EMR, IT Project Leadership, IT Project..., Physician Alignment, Change Management, E-Learning, IT Strategy, Revenue Cycle, Process Improvement, Strategic Planning, Medical Informatics, Mobile Devices, IT Outsourcing, Disaster Recovery, Business Process..., HIPAA, Laboratory Medicine, Laboratory Automation, Microbiology, Genomics, Proteomics, Business Continuity..., Six Sigma, New Business Development, Sales Management, Sales Operations, Marketing Strategy, Key Account Management, Biopharmaceuticals, Soarian, Soarian Clinicals, Healthcare Information..., Clinical Software, Clinical Workflow, Clinical Systems..., Enterprise Systems..., Enterprise IT Strategy, CIO Advisory Services, Informatics, Project Management
Education
University of Oklahoma 1979 — 1984
Bachelor of Science, Microbiology
University of Oklahoma 1979 — 1984
Bachelor of Science (B.S.), Medical Microbiology and Bacteriology
Gretchen Kramer's Tatum LLC Experience June 2007 - November 2010
Job Global Senior Talent Acquisition Leader
Industry Human Resources
Experience
World Fuel Services February 2015 - Present
BP December 2010 - February 2015
Tatum LLC June 2007 - November 2010
Ernst & Young 2004 - 2007
IKON Office Solutions 1999 - 2004
Administaff 1998 - 1999
Scientific Placement 1996 - 1998
Skills
Talent Acquisition, Recruiting, Executive Search, Sourcing, Leadership, Job Descriptions, Applicant Tracking..., Human Resources, Strategy, College Recruiting, Management, Internet Recruiting, Technical Recruiting, Consulting, SDLC, Onboarding, Screening Resumes, Performance Management, Training, Temporary Placement, Employer Branding, Workforce Planning, Professional Services, Contract Recruitment, Social Media, Information Technology, Energy Industry, Benefits Negotiation, Mergers & Acquisitions, Interviews, Team Management, Talent Management, Recruitment Advertising, Executive Management, Recruiting Leadership, AIRS Training, Team Leadership, Team Building, Cross-functional Team..., Strategic Leadership, Diversity & Inclusion, Diversity Recruitment, Training Delivery, Business Strategy, Project Management, Project Planning, Project Coordination, Project Delivery, Social Recruiting, Corporate Social Media
Education
University of Houston
BA, Communication
Saint Agnes Academy
High School
World Fuel Services February 2015 - Present
BP December 2010 - February 2015
Tatum LLC June 2007 - November 2010
Ernst & Young 2004 - 2007
IKON Office Solutions 1999 - 2004
Administaff 1998 - 1999
Scientific Placement 1996 - 1998
Skills
Talent Acquisition, Recruiting, Executive Search, Sourcing, Leadership, Job Descriptions, Applicant Tracking..., Human Resources, Strategy, College Recruiting, Management, Internet Recruiting, Technical Recruiting, Consulting, SDLC, Onboarding, Screening Resumes, Performance Management, Training, Temporary Placement, Employer Branding, Workforce Planning, Professional Services, Contract Recruitment, Social Media, Information Technology, Energy Industry, Benefits Negotiation, Mergers & Acquisitions, Interviews, Team Management, Talent Management, Recruitment Advertising, Executive Management, Recruiting Leadership, AIRS Training, Team Leadership, Team Building, Cross-functional Team..., Strategic Leadership, Diversity & Inclusion, Diversity Recruitment, Training Delivery, Business Strategy, Project Management, Project Planning, Project Coordination, Project Delivery, Social Recruiting, Corporate Social Media
Education
University of Houston
BA, Communication
Saint Agnes Academy
High School
Bob Hostetler's Tatum LLC Experience 2003 - 2007
Job Managing Partner for Tatum
Industry Management Consulting
Experience
Tatum (a Randstad Company) August 2010 - Present
Language and Computing, Inc. subsidiary of Nuance Communications, Inc. November 2007 - July 2010
Tatum LLC 2003 - 2007
Yellowbrick Solutions, Inc. 2000 - 2003
Election Systems and Software 1995 - 2000
BuildSoft 1990 - 1995
Ronald Blue & Co. 1983 - 1990
Education
University of North Carolina at Chapel Hill 1969 — 1973
B.S., Business Admin - Accounting
Tatum (a Randstad Company) August 2010 - Present
Language and Computing, Inc. subsidiary of Nuance Communications, Inc. November 2007 - July 2010
Tatum LLC 2003 - 2007
Yellowbrick Solutions, Inc. 2000 - 2003
Election Systems and Software 1995 - 2000
BuildSoft 1990 - 1995
Ronald Blue & Co. 1983 - 1990
Education
University of North Carolina at Chapel Hill 1969 — 1973
B.S., Business Admin - Accounting
Arthur Cohen Arthur Cohen's Tatum LLC Experience January 2006 - June 2011
Job Founder and National Managing Partner at CSuite Financial Partners
Industry Staffing and Recruiting
Experience
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - May 2015
Tatum LLC January 2006 - June 2011
Tatum LLC January 2003 - February 2006
ATC Distribution Group 2001 - 2002
Touche Ross 1977 - 1981
Skills
Hyperion Enterprise, Managerial Finance, Mergers, Operations Management, Training, Management, Strategy, Finance, Corporate Finance, Business Development, Executive Management, Leadership, Cash Management, Consolidation, SEC filings, US GAAP, Financial Analysis, Recruiting, Acquisition Integration, Financial Reporting, Revenue Recognition, GAAP, Tax, Budgets, Auditing, Cost Accounting, Cash Flow, Private Equity, Executive Search, Business Planning, Human Resources, CPA, Mergers & Acquisitions, Forecasting, Integration, Due Diligence, Restructuring, Treasury Management, Financial Modeling, Internal Audit, Accounting, Marketing, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1975 — 1976
MBA, Business
University of Oklahoma 1970 — 1974
BBA, Business
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - May 2015
Tatum LLC January 2006 - June 2011
Tatum LLC January 2003 - February 2006
ATC Distribution Group 2001 - 2002
Touche Ross 1977 - 1981
Skills
Hyperion Enterprise, Managerial Finance, Mergers, Operations Management, Training, Management, Strategy, Finance, Corporate Finance, Business Development, Executive Management, Leadership, Cash Management, Consolidation, SEC filings, US GAAP, Financial Analysis, Recruiting, Acquisition Integration, Financial Reporting, Revenue Recognition, GAAP, Tax, Budgets, Auditing, Cost Accounting, Cash Flow, Private Equity, Executive Search, Business Planning, Human Resources, CPA, Mergers & Acquisitions, Forecasting, Integration, Due Diligence, Restructuring, Treasury Management, Financial Modeling, Internal Audit, Accounting, Marketing, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1975 — 1976
MBA, Business
University of Oklahoma 1970 — 1974
BBA, Business
Dennis Bush, C.P.A., C.G.M.A. Dennis Bush, C.P.A., C.G.M.A.'s Tatum LLC Experience October 2007 - May 2009
Job
Industry Accounting
Experience
Bush Professional Group LLC. November 2014 - Present
Sparus Holdings, Inc. July 2013 - October 2014
Bush Professional Group LLC June 2009 - July 2013
Tatum LLC. October 2007 - May 2009
FOCUS Brands Inc. 2005 - 2007
InterContinental Hotels Group 2001 - 2004
The Coca-Cola Company 1991 - 2000
Enviro/Analysis Corporation May 1989 - November 1990
TempWorld Inc 1986 - 1989
Chromatics, Inc. 1979 - 1986
Skills
US GAAP, Billing Systems, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Analysis, Forecasting, GAAP, Cash Flow, General Ledger, Accounting Systems..., Budgeting & Forecasting, External & Internal..., Banking Relationships, Team Building, Budgets, Consulting, Integration, Controllership Functions, Executive Management, Finance, Managerial Finance, Process Improvement, Mergers & Acquisitions, ERP, Due Diligence, Corporate Finance, Business Planning, Strategic Financial..., Cash Management, Internal Audit, Auditing, Tax, Financial Audits, Consolidation, SAP, Financial Planning, Fixed Assets
Education
University of North Texas 1972 — 1973
MBA, Accounting
University of North Texas 1969 — 1971
BBA, Accounting
Bush Professional Group LLC. November 2014 - Present
Sparus Holdings, Inc. July 2013 - October 2014
Bush Professional Group LLC June 2009 - July 2013
Tatum LLC. October 2007 - May 2009
FOCUS Brands Inc. 2005 - 2007
InterContinental Hotels Group 2001 - 2004
The Coca-Cola Company 1991 - 2000
Enviro/Analysis Corporation May 1989 - November 1990
TempWorld Inc 1986 - 1989
Chromatics, Inc. 1979 - 1986
Skills
US GAAP, Billing Systems, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Analysis, Forecasting, GAAP, Cash Flow, General Ledger, Accounting Systems..., Budgeting & Forecasting, External & Internal..., Banking Relationships, Team Building, Budgets, Consulting, Integration, Controllership Functions, Executive Management, Finance, Managerial Finance, Process Improvement, Mergers & Acquisitions, ERP, Due Diligence, Corporate Finance, Business Planning, Strategic Financial..., Cash Management, Internal Audit, Auditing, Tax, Financial Audits, Consolidation, SAP, Financial Planning, Fixed Assets
Education
University of North Texas 1972 — 1973
MBA, Accounting
University of North Texas 1969 — 1971
BBA, Accounting
Miranda Conley Miranda Conley's Tatum LLC Experience August 2008 - April 2009
Job Controller at Luminex Corporation
Industry Accounting
Experience
Luminex Corporation April 2012 - Present
Hutto Economic Development Corporation October 2010 - January 2013
WhiteGlove Health, Inc. October 2010 - March 2012
Blackhawk Healthcare January 2010 - October 2010
Solis Women's Health April 2009 - November 2009
Tatum, LLC August 2008 - April 2009
DJO April 2003 - June 2008
Encore Medical April 2003 - June 2008
University Nurses Senior Care November 2000 - April 2003
Columbia Insurance Group May 1998 - November 2000
Skills
Process Improvement, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Finance, Management, Financial Analysis, SEC Filings, Budgets, Software Implementations, Data Mining
Education
University of Missouri-Columbia, College of Business 1995 — 1997
BS, Accounting
University of Missouri-Columbia
Bachelor's degree, Accounting
Luminex Corporation April 2012 - Present
Hutto Economic Development Corporation October 2010 - January 2013
WhiteGlove Health, Inc. October 2010 - March 2012
Blackhawk Healthcare January 2010 - October 2010
Solis Women's Health April 2009 - November 2009
Tatum, LLC August 2008 - April 2009
DJO April 2003 - June 2008
Encore Medical April 2003 - June 2008
University Nurses Senior Care November 2000 - April 2003
Columbia Insurance Group May 1998 - November 2000
Skills
Process Improvement, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Finance, Management, Financial Analysis, SEC Filings, Budgets, Software Implementations, Data Mining
Education
University of Missouri-Columbia, College of Business 1995 — 1997
BS, Accounting
University of Missouri-Columbia
Bachelor's degree, Accounting
John A. Black, III John A. Black, III's Tatum LLC Experience December 2011 - November 2012
Job Healthcare and Small Business Financial Consultant
Industry Hospital & Health Care
Experience
John A. Black, III - Financial Consultant November 2012 - Present
Tatum LLC December 2011 - November 2012
Reliant Rehabilitation Hospital Central Texas March 2008 - October 2011
Record Systems, LLC July 2001 - January 2007
Kindred Healthcare September 1997 - August 2001
Skills
Revenue Cycle, Healthcare, Managed Care, Budgets, Healthcare Management, Medicare, Sarbanes-Oxley Act, Hospitals, Healthcare Consulting, Healthcare Information..., HIPAA, Medicaid
Education
Bellaire High School
University of Houston
Bachelors of Business Administration, Accounting
John A. Black, III - Financial Consultant November 2012 - Present
Tatum LLC December 2011 - November 2012
Reliant Rehabilitation Hospital Central Texas March 2008 - October 2011
Record Systems, LLC July 2001 - January 2007
Kindred Healthcare September 1997 - August 2001
Skills
Revenue Cycle, Healthcare, Managed Care, Budgets, Healthcare Management, Medicare, Sarbanes-Oxley Act, Hospitals, Healthcare Consulting, Healthcare Information..., HIPAA, Medicaid
Education
Bellaire High School
University of Houston
Bachelors of Business Administration, Accounting
Lowell Red Martin Lowell Red Martin's Tatum LLC Experience August 2004 - August 2013
Job EVP and Chief Financial Officer at American Alliance Dialysis Holdings LLC
Industry Hospital & Health Care
Experience
American Alliance Dialysis Holdings LLC August 2013 - Present
Tatum LLC August 2004 - August 2013
MedVentures December 2010 - May 2012
American Alliance Dialysis August 2011 - March 2012
Cericle January 2011 - December 2011
Peace Health August 2010 - October 2010
Foundation Radiology Group October 2009 - March 2010
Carilion Labs - Spectrum Laboratory Network January 2007 - September 2009
U.S. Renal Care Inc. November 2004 - June 2006
MedSolutions 1996 - 2003
Skills
Mergers, Healthcare, Start-ups, Venture Capital, IPO, Information Technology, Financial Statements, Managed Care, Mergers & Acquisitions, Business Development, Finance, Healthcare Information..., Strategy, New Business Development, Management, Financial Analysis, Acquisition Integration, Leadership, Analysis, Business Planning, Corporate Development, Due Diligence, Executive Management, Financial Modeling, Management Consulting, Managerial Finance, Private Equity, Process Improvement
Education
University of Southern California 1968 — 1970
MBA, Finance
Vanderbilt University 1964 — 1968
BA, Business Administration
American Alliance Dialysis Holdings LLC August 2013 - Present
Tatum LLC August 2004 - August 2013
MedVentures December 2010 - May 2012
American Alliance Dialysis August 2011 - March 2012
Cericle January 2011 - December 2011
Peace Health August 2010 - October 2010
Foundation Radiology Group October 2009 - March 2010
Carilion Labs - Spectrum Laboratory Network January 2007 - September 2009
U.S. Renal Care Inc. November 2004 - June 2006
MedSolutions 1996 - 2003
Skills
Mergers, Healthcare, Start-ups, Venture Capital, IPO, Information Technology, Financial Statements, Managed Care, Mergers & Acquisitions, Business Development, Finance, Healthcare Information..., Strategy, New Business Development, Management, Financial Analysis, Acquisition Integration, Leadership, Analysis, Business Planning, Corporate Development, Due Diligence, Executive Management, Financial Modeling, Management Consulting, Managerial Finance, Private Equity, Process Improvement
Education
University of Southern California 1968 — 1970
MBA, Finance
Vanderbilt University 1964 — 1968
BA, Business Administration
Roger Steltzlen Roger Steltzlen's Tatum LLC Experience June 2006 - September 2013
Job Senior Director Corporate Compliance at Fossil Group, Inc.
Industry Management Consulting
Experience
Fossil Group, Inc. September 2013 - Present
Tatum, LLC June 2006 - September 2013
Jefferson Wells May 2003 - June 2006
Client Logic January 2003 - May 2003
KPMG, LLP August 2000 - January 2003
Lennox International May 1997 - August 2000
Lennox International May 1997 - May 1999
ASD Systems September 1995 - May 1997
Samedan Oil & Gas Company May 1993 - September 1995
Skills
Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Auditing, Financial Reporting, SDLC, Business Process..., Leadership, Management, Governance, SAP R/3, SEC filings, Accounting, IT Audit, SAP, Process Improvement, Forecasting, Risk Management, Training, Finance, Budgets, Financial Analysis
Education
University of North Texas 1990 — 1993
BS, Accounting
University of North Texas
Bachelor of Science, Accounting
Fossil Group, Inc. September 2013 - Present
Tatum, LLC June 2006 - September 2013
Jefferson Wells May 2003 - June 2006
Client Logic January 2003 - May 2003
KPMG, LLP August 2000 - January 2003
Lennox International May 1997 - August 2000
Lennox International May 1997 - May 1999
ASD Systems September 1995 - May 1997
Samedan Oil & Gas Company May 1993 - September 1995
Skills
Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Auditing, Financial Reporting, SDLC, Business Process..., Leadership, Management, Governance, SAP R/3, SEC filings, Accounting, IT Audit, SAP, Process Improvement, Forecasting, Risk Management, Training, Finance, Budgets, Financial Analysis
Education
University of North Texas 1990 — 1993
BS, Accounting
University of North Texas
Bachelor of Science, Accounting
Dan Stansky Dan Stansky's Tatum LLC Experience April 2006 - September 2011
Job Founding Partner at SCA Group LLC, Fort Lauderdale, FL
Industry Management Consulting
Experience
SCA Group, LLC August 2011 - Present
Turnaround Management Association Florida Chapter 2001 - Present
Confidential Process Improvement engagement April 2014 - September 2014
JKG Group September 2010 - October 2012
Tatum LLC April 2006 - September 2011
Hoover Pumping Systems April 2007 - May 2010
SCI Restructuring January 1992 - March 2007
Ajax Magnethermic 1991 - 1993
Skills
Restructuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Due Diligence, Executive Management, Mergers, Strategic Planning, Management, Managerial Finance, Venture Capital, Divestitures, Leadership, Acquisition Integration, Corporate Finance, Start-ups, Business Strategy, Acquisitions, Management Consulting, Business Planning, Corporate Development, Financial Analysis, Business Development, IPO, Crisis Management, Turn Around Management, Entrepreneurship, Financial Modeling, Investor Relations, Joint Ventures, Business Valuation, International Business, Equities, Valuation, Financial Structuring, Capital, Working Capital..., Financial Advisory, Interim Management, Recapitalizations, M&A experience, Strategic Financial..., Emerging Markets, Portfolio Management, Investments, Leveraged Finance, Investment Banking, Corporate Governance, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1974
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1965 — 1969
BS, Marketing, Accounting
SCA Group, LLC August 2011 - Present
Turnaround Management Association Florida Chapter 2001 - Present
Confidential Process Improvement engagement April 2014 - September 2014
JKG Group September 2010 - October 2012
Tatum LLC April 2006 - September 2011
Hoover Pumping Systems April 2007 - May 2010
SCI Restructuring January 1992 - March 2007
Ajax Magnethermic 1991 - 1993
Skills
Restructuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Due Diligence, Executive Management, Mergers, Strategic Planning, Management, Managerial Finance, Venture Capital, Divestitures, Leadership, Acquisition Integration, Corporate Finance, Start-ups, Business Strategy, Acquisitions, Management Consulting, Business Planning, Corporate Development, Financial Analysis, Business Development, IPO, Crisis Management, Turn Around Management, Entrepreneurship, Financial Modeling, Investor Relations, Joint Ventures, Business Valuation, International Business, Equities, Valuation, Financial Structuring, Capital, Working Capital..., Financial Advisory, Interim Management, Recapitalizations, M&A experience, Strategic Financial..., Emerging Markets, Portfolio Management, Investments, Leveraged Finance, Investment Banking, Corporate Governance, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1974
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1965 — 1969
BS, Marketing, Accounting
Wallace Rocky Springstead Wallace Rocky Springstead's Tatum LLC Experience May 2010 - December 2011
Job CFO, Financial and Operational Management, Corporate Structure, Board Governance
Industry Executive Office
Experience
The Henberger Group April 2012 - Present
NeoTech Aqua January 2011 - Present
California Industrial Fabrics, Inc. October 2011 - June 2014
ExecReps 2014 - 2014
Tatum LLC May 2010 - December 2011
Tatum LLC December 2009 - December 2011
The Springstead Group, Inc. July 2008 - May 2009
Latin America Broadcasting, Inc. February 2004 - December 2007
Fidelys,Llc 2002 - 2004
Hunter Capital Group, Llc 1998 - 2001
Skills
Strategic Planning, Team Building, Management, Value Creation, Mergers, Private Equity, Due Diligence, Restructuring, Start-ups, Financial Modeling, Turn Around Management, Venture Capital, Mergers & Acquisitions, Strategy, Financial Analysis, Management Consulting, Finance, Business Development, Managerial Finance, Investments, Risk Management, Portfolio Management, IPO, Investment Banking, Executive Management, Business Strategy, Leadership, Business Planning, Entrepreneurship, Corporate Finance, Consulting, New Business Development, Strategic Partnerships, Corporate Development, Budgets, Accounting
Education
University of Southern California 1969 — 1973
BA, Finance
University of Southern California 1969 — 1973
Bachelor of Science (BS), International Finance
The Henberger Group April 2012 - Present
NeoTech Aqua January 2011 - Present
California Industrial Fabrics, Inc. October 2011 - June 2014
ExecReps 2014 - 2014
Tatum LLC May 2010 - December 2011
Tatum LLC December 2009 - December 2011
The Springstead Group, Inc. July 2008 - May 2009
Latin America Broadcasting, Inc. February 2004 - December 2007
Fidelys,Llc 2002 - 2004
Hunter Capital Group, Llc 1998 - 2001
Skills
Strategic Planning, Team Building, Management, Value Creation, Mergers, Private Equity, Due Diligence, Restructuring, Start-ups, Financial Modeling, Turn Around Management, Venture Capital, Mergers & Acquisitions, Strategy, Financial Analysis, Management Consulting, Finance, Business Development, Managerial Finance, Investments, Risk Management, Portfolio Management, IPO, Investment Banking, Executive Management, Business Strategy, Leadership, Business Planning, Entrepreneurship, Corporate Finance, Consulting, New Business Development, Strategic Partnerships, Corporate Development, Budgets, Accounting
Education
University of Southern California 1969 — 1973
BA, Finance
University of Southern California 1969 — 1973
Bachelor of Science (BS), International Finance
Scott E. Davis Scott E. Davis's Tatum LLC Experience September 2006 - December 2012
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® January 2013 - Present
Tatum LLC September 2006 - December 2012
Adventa Global Intermediaries 2003 - 2006
Endicott Johnson Corporation 1997 - 2003
Robus Leather Corporation 1990 - 1997
The Lunkenheimer Company 1983 - 1990
Siemens-Allis Corporation 1978 - 1983
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Working Capital..., Mergers, Executive Management, Budgets, Leadership, Private Equity, Forecasting, Cash Flow, Strategic Planning, Entrepreneurship, Acquisition Integration, Financial Reporting, Restructuring, Cash Management, Due Diligence, Strategic Financial..., Cash Flow Forecasting, Managerial Finance, Financial Analysis, Sarbanes-Oxley Act, Management, Financial Planning
Education
University of Kentucky
BS, Accounting
Xavier University
MBA, Finance
B2B CFO® January 2013 - Present
Tatum LLC September 2006 - December 2012
Adventa Global Intermediaries 2003 - 2006
Endicott Johnson Corporation 1997 - 2003
Robus Leather Corporation 1990 - 1997
The Lunkenheimer Company 1983 - 1990
Siemens-Allis Corporation 1978 - 1983
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Working Capital..., Mergers, Executive Management, Budgets, Leadership, Private Equity, Forecasting, Cash Flow, Strategic Planning, Entrepreneurship, Acquisition Integration, Financial Reporting, Restructuring, Cash Management, Due Diligence, Strategic Financial..., Cash Flow Forecasting, Managerial Finance, Financial Analysis, Sarbanes-Oxley Act, Management, Financial Planning
Education
University of Kentucky
BS, Accounting
Xavier University
MBA, Finance
Paula Emery's Tatum LLC Experience January 2007 - June 2008
Job Microsoft Next Generation Volume Licensing, MPSA, Chief Storyteller
Industry Computer Software
Experience
Microsoft, Worlwide Licensing and Pricing March 2015 - Present
Microsoft January 2014 - March 2015
Microsoft July 2010 - January 2014
Microsoft June 2008 - June 2010
Tatum LLC January 2007 - June 2008
Tatum, LLC April 2006 - January 2007
Self-employed November 1996 - October 2005
i2 Technologies, Inc. March 2000 - July 2002
Skills
Positioning, Marketing, Product Strategies, Information Technology, SaaS, Enterprise Software, Professional Services, Product Management, Cloud Computing, Analytics, Business Alliances, Solution Selling, Strategic Partnerships, CRM, Pre-sales, Integration, Management, Enterprise Architecture, Go-to-market Strategy, SOA, Leadership
Education
Washington and Lee University 1993 — 1996
JD, Law
University of Nebraska at Omaha 1985 — 1990
BS, Political Science, Communications
Microsoft, Worlwide Licensing and Pricing March 2015 - Present
Microsoft January 2014 - March 2015
Microsoft July 2010 - January 2014
Microsoft June 2008 - June 2010
Tatum LLC January 2007 - June 2008
Tatum, LLC April 2006 - January 2007
Self-employed November 1996 - October 2005
i2 Technologies, Inc. March 2000 - July 2002
Skills
Positioning, Marketing, Product Strategies, Information Technology, SaaS, Enterprise Software, Professional Services, Product Management, Cloud Computing, Analytics, Business Alliances, Solution Selling, Strategic Partnerships, CRM, Pre-sales, Integration, Management, Enterprise Architecture, Go-to-market Strategy, SOA, Leadership
Education
Washington and Lee University 1993 — 1996
JD, Law
University of Nebraska at Omaha 1985 — 1990
BS, Political Science, Communications
Anthony Sansone's Tatum LLC Experience January 2005 - March 2015
Job Partner at Exceptional Leaders International
Industry Management Consulting
Experience
Exceptional Leaders International March 2015 - Present
Tatum LLC January 2005 - March 2015
BlueSky Brands, Inc. February 2007 - January 2008
Raytheon Company 1999 - 2004
Raytheon Commercial Electronics 1995 - 1999
Skills
Information Technology, ISO, IT Strategy, Strategy, Process Improvement, Sarbanes-Oxley, Business Process..., Program Management, Mergers, Management Consulting, Change Management, Acquisition Integration, PMO, Professional Services, Executive Management, Business Transformation, Risk Management, Leadership, Outsourcing, Consulting, SaaS, Mergers & Acquisitions, Strategic Planning, Corporate Development, ERP, Enterprise Software, Business Strategy, Integration, Management, Six Sigma, Operations Management, Governance, Start-ups, Cross-functional Team..., Business Intelligence, Vendor Management, IT Management, Business Process, Cloud Computing, CRM, Strategic Partnerships, Enterprise Architecture, Business Development, Project Portfolio..., Finance, Product Management, Business Process..., Venture Capital, Performance Improvement, Business Planning
Education
University of Massachusetts Lowell 1974 — 1977
MSEE
University of Massachusetts Lowell 1965 — 1969
BS, Electrical Engineering
Exceptional Leaders International March 2015 - Present
Tatum LLC January 2005 - March 2015
BlueSky Brands, Inc. February 2007 - January 2008
Raytheon Company 1999 - 2004
Raytheon Commercial Electronics 1995 - 1999
Skills
Information Technology, ISO, IT Strategy, Strategy, Process Improvement, Sarbanes-Oxley, Business Process..., Program Management, Mergers, Management Consulting, Change Management, Acquisition Integration, PMO, Professional Services, Executive Management, Business Transformation, Risk Management, Leadership, Outsourcing, Consulting, SaaS, Mergers & Acquisitions, Strategic Planning, Corporate Development, ERP, Enterprise Software, Business Strategy, Integration, Management, Six Sigma, Operations Management, Governance, Start-ups, Cross-functional Team..., Business Intelligence, Vendor Management, IT Management, Business Process, Cloud Computing, CRM, Strategic Partnerships, Enterprise Architecture, Business Development, Project Portfolio..., Finance, Product Management, Business Process..., Venture Capital, Performance Improvement, Business Planning
Education
University of Massachusetts Lowell 1974 — 1977
MSEE
University of Massachusetts Lowell 1965 — 1969
BS, Electrical Engineering
Andy Gegor's Tatum LLC Experience March 2008 - December 2008
Job IT Auditor at Federal Housing Finance Agency
Industry Information Technology and Services
Experience
Federal Housing Finance Agency March 2011 - Present
US Department of Housing and Urban Development January 2010 - October 2011
Gegor & Associates January 2009 - August 2010
Tatum LLC March 2008 - December 2008
CarrAmerica January 1999 - June 2007
CarrAmerica Realty Corporation 1999 - 2007
ULLICO, Inc. 1996 - 1999
AVEMCO Corp 1990 - 1996
Marriott International 1987 - 1990
McCormick & Company, Inc. 1975 - 1987
Skills
SDLC, IT Outsourcing
Education
University of Maryland College Park
BS, Finance and Accounting
Federal Housing Finance Agency March 2011 - Present
US Department of Housing and Urban Development January 2010 - October 2011
Gegor & Associates January 2009 - August 2010
Tatum LLC March 2008 - December 2008
CarrAmerica January 1999 - June 2007
CarrAmerica Realty Corporation 1999 - 2007
ULLICO, Inc. 1996 - 1999
AVEMCO Corp 1990 - 1996
Marriott International 1987 - 1990
McCormick & Company, Inc. 1975 - 1987
Skills
SDLC, IT Outsourcing
Education
University of Maryland College Park
BS, Finance and Accounting
Arnie Kimmel's Tatum LLC Experience 2009 - Present
Job CEO at Franciscan St James Health
Industry Hospital & Health Care
Experience
Franciscan St James Health December 2013 - Present
Prime Healthcare November 2010 - Present
Prime Health Care 2010 - Present
Prime Healthcare Services 2010 - Present
Tatum LLC 2009 - Present
hospital turnarounds 1991 - 2009
Navigant Consulting February 2004 - October 2005
Ascension Health January 2001 - December 2003
The Lewin Group January 1999 - June 2000
The Hunter Group July 1991 - December 1998
Skills
Performance Improvement, Business Strategy, Management Consulting, Revenue Cycle, Change Management, Healthcare Consulting, Process Improvement, Healthcare, Healthcare Information..., Healthcare Management, Employee Benefits, Employee Relations, Managed Care, Hospitals, Medicaid, Policy, Executive Management, Project Management, Operations Management, Medicare, Team Building, EHR, HIPAA, Strategy, Physicians, Supply Chain Management, Informatics, Public Speaking, Budgets, Leadership, Management, Mergers & Acquisitions, Clinical Research, EMR, Medicine, Practice Management, Organizational..., Contract Negotiation, Medical Devices, Healthcare Industry
Education
University of Michigan 1969 — 1971
MHA, hospital management
Washington University in St. Louis 1964 — 1968
BSBA, Business Administration and Management, General
Franciscan St James Health December 2013 - Present
Prime Healthcare November 2010 - Present
Prime Health Care 2010 - Present
Prime Healthcare Services 2010 - Present
Tatum LLC 2009 - Present
hospital turnarounds 1991 - 2009
Navigant Consulting February 2004 - October 2005
Ascension Health January 2001 - December 2003
The Lewin Group January 1999 - June 2000
The Hunter Group July 1991 - December 1998
Skills
Performance Improvement, Business Strategy, Management Consulting, Revenue Cycle, Change Management, Healthcare Consulting, Process Improvement, Healthcare, Healthcare Information..., Healthcare Management, Employee Benefits, Employee Relations, Managed Care, Hospitals, Medicaid, Policy, Executive Management, Project Management, Operations Management, Medicare, Team Building, EHR, HIPAA, Strategy, Physicians, Supply Chain Management, Informatics, Public Speaking, Budgets, Leadership, Management, Mergers & Acquisitions, Clinical Research, EMR, Medicine, Practice Management, Organizational..., Contract Negotiation, Medical Devices, Healthcare Industry
Education
University of Michigan 1969 — 1971
MHA, hospital management
Washington University in St. Louis 1964 — 1968
BSBA, Business Administration and Management, General
Stacey Harper's Tatum LLC Experience June 2009 - March 2010
Job Senior Manager Health Care Services Group at WeiserMazars LLP
Industry Hospital & Health Care
Experience
WeiserMazars LLP January 2013 - Present
MetroHealth Medical Center April 2010 - January 2013
Tatum LLC June 2009 - March 2010
Ernst & Young November 2006 - June 2009
UPMC 2005 - 2006
Skills
Healthcare, Revenue Cycle, Revenue Integrity, Charge Capture, Health Information..., Pricing Strategy, ICD-10, CDM, Managed Care, Medical Coding, Revenue Analysis, Healthcare Consulting, Process Improvement, EMR, Healthcare Management, Physicians, Healthcare Information..., Hospitals, HIPAA, Healthcare Industry, Management, Invoicing, Denials, Documentations, Charge Master, Nursing, Informatics, EDM, Medical Billing
Education
University of Pittsburgh
Bachelor of Science, Health Information Management
WeiserMazars LLP January 2013 - Present
MetroHealth Medical Center April 2010 - January 2013
Tatum LLC June 2009 - March 2010
Ernst & Young November 2006 - June 2009
UPMC 2005 - 2006
Skills
Healthcare, Revenue Cycle, Revenue Integrity, Charge Capture, Health Information..., Pricing Strategy, ICD-10, CDM, Managed Care, Medical Coding, Revenue Analysis, Healthcare Consulting, Process Improvement, EMR, Healthcare Management, Physicians, Healthcare Information..., Hospitals, HIPAA, Healthcare Industry, Management, Invoicing, Denials, Documentations, Charge Master, Nursing, Informatics, EDM, Medical Billing
Education
University of Pittsburgh
Bachelor of Science, Health Information Management
James A. Toopes's Tatum LLC Experience Treasurer of the BoardACG - Atlanta Chapter2009 - 2011
Job Partner at Tatum LLC
Industry Management Consulting
Experience
Tatum LLC Treasurer of the BoardACG - Atlanta Chapter2009 - 2011
Tatum LLC 2007 - 2011
AmeriCold Logistics 2004 - 2006
Education
University of South Florida 1965 — 1969
BA, MBA, Accounting and Finance
University of South Florida
Tatum LLC Treasurer of the BoardACG - Atlanta Chapter2009 - 2011
Tatum LLC 2007 - 2011
AmeriCold Logistics 2004 - 2006
Education
University of South Florida 1965 — 1969
BA, MBA, Accounting and Finance
University of South Florida
Howard Allred's Tatum LLC Experience CFOBend Memorial ClinicNovember 2004 - July 2007
Job Partner at Tatum, LLC
Industry Executive Office
Experience
Tatum, LLC CFOBend Memorial ClinicNovember 2004 - July 2007
Taylor Made - adidas Golf April 1997 - November 2004
adidas Golf USA, Inc. 1997 - 1999
Nike, Inc September 1980 - May 1987
Price Waterhouse Coopers September 1977 - September 1980
Education
University of Oregon - Charles H. Lundquist College of Business 1975 — 1977
Utah State University 1972 — 1976
BS, Science
Tatum, LLC CFOBend Memorial ClinicNovember 2004 - July 2007
Taylor Made - adidas Golf April 1997 - November 2004
adidas Golf USA, Inc. 1997 - 1999
Nike, Inc September 1980 - May 1987
Price Waterhouse Coopers September 1977 - September 1980
Education
University of Oregon - Charles H. Lundquist College of Business 1975 — 1977
Utah State University 1972 — 1976
BS, Science
Rich Cueny's Tatum LLC Experience January 2005 - January 2007
Job Independent Consultant at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group April 2011 - Present
AlixPartners 2000 - Present
Alix Partners August 1998 - March 2011
Cueny Partners 2009 - 2011
American Management Services, Inc October 2009 - August 2010
American Management Services, Inc October 2009 - August 2010
Tatum LLC January 2005 - January 2007
Lady of America Franchise Corporation 2005 - 2006
Littled Caesar Enterprises, Inc August 1988 - August 1998
Little Caesar Enterprises, Inc 1988 - 1998
Skills
Franchising, Hospitality Management, Acquisition Integration, Capital Allocation, Management Consulting, Mergers, Restructuring, Entrepreneurship, Management, Start-ups, Process Improvement, Venture Capital, SEC filings, Operations Management, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Acquisitions, Change Management, Financial Reporting, Budgets, Accounting, Financial Analysis, Auditing, Income Statement, Executive Management, Strategy, Business Planning, Business Development, Business Strategy, Due Diligence, Forecasting, Business Process..., Risk Management, Corporate Development, Consulting, Private Equity, Divestitures, Corporate Finance, Business Valuation, Finance, Valuation, Managerial Finance, Sarbanes-Oxley Act, Business Transformation, Turn Around Management, M&A experience, IPO, Internal Controls, Strategic Financial...
Education
University of Phoenix 1980 — 1982
Master of Business Administration (MBA), Accounting and Finance
University of Phoenix 1977 — 1982
Accounting and Finance
Huron Consulting Group April 2011 - Present
AlixPartners 2000 - Present
Alix Partners August 1998 - March 2011
Cueny Partners 2009 - 2011
American Management Services, Inc October 2009 - August 2010
American Management Services, Inc October 2009 - August 2010
Tatum LLC January 2005 - January 2007
Lady of America Franchise Corporation 2005 - 2006
Littled Caesar Enterprises, Inc August 1988 - August 1998
Little Caesar Enterprises, Inc 1988 - 1998
Skills
Franchising, Hospitality Management, Acquisition Integration, Capital Allocation, Management Consulting, Mergers, Restructuring, Entrepreneurship, Management, Start-ups, Process Improvement, Venture Capital, SEC filings, Operations Management, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Acquisitions, Change Management, Financial Reporting, Budgets, Accounting, Financial Analysis, Auditing, Income Statement, Executive Management, Strategy, Business Planning, Business Development, Business Strategy, Due Diligence, Forecasting, Business Process..., Risk Management, Corporate Development, Consulting, Private Equity, Divestitures, Corporate Finance, Business Valuation, Finance, Valuation, Managerial Finance, Sarbanes-Oxley Act, Business Transformation, Turn Around Management, M&A experience, IPO, Internal Controls, Strategic Financial...
Education
University of Phoenix 1980 — 1982
Master of Business Administration (MBA), Accounting and Finance
University of Phoenix 1977 — 1982
Accounting and Finance
Jerry Bass's Tatum LLC Experience February 2011 - July 2011
Job Consultant
Industry Hospital & Health Care
Experience
PMC 2012 - 2013
Tatum LLC February 2011 - July 2011
George Washington University 1998 - 2011
Sinai Health System Detroit 1994 - 1997
Northwest Hospital 1982 - 1994
Arthur Andersen & Co. 1969 - 1982
Education
University of Maryland College Park 1965 — 1969
PMC 2012 - 2013
Tatum LLC February 2011 - July 2011
George Washington University 1998 - 2011
Sinai Health System Detroit 1994 - 1997
Northwest Hospital 1982 - 1994
Arthur Andersen & Co. 1969 - 1982
Education
University of Maryland College Park 1965 — 1969
Robert Harman's Tatum LLC Experience 2008 - 2010
Job Independent Consultant
Industry Management Consulting
Experience
Delaware Technical Community College December 2011 - Present
Harman & Harman LLC 2011 - Present
Tatum LLC 2008 - 2010
Solstice Software 2004 - 2007
Adjoined Consulting 2002 - 2004
Deloitte & Touche 1994 - 2001
McKinsey & Co 1989 - 1992
KPMG Peat Marwick (BearingPoint) 1979 - 1989
Education
University of Virginia
BS, Commerce
University of Pennsylvania - The Wharton School
MBA
Delaware Technical Community College December 2011 - Present
Harman & Harman LLC 2011 - Present
Tatum LLC 2008 - 2010
Solstice Software 2004 - 2007
Adjoined Consulting 2002 - 2004
Deloitte & Touche 1994 - 2001
McKinsey & Co 1989 - 1992
KPMG Peat Marwick (BearingPoint) 1979 - 1989
Education
University of Virginia
BS, Commerce
University of Pennsylvania - The Wharton School
MBA
Chris Fugate's Tatum LLC Experience August 2008 - March 2012
Job Consultant at North Star Consulting
Industry Management Consulting
Experience
North Star Consulting March 2012 - Present
RGP February 2014 - May 2015
Tatum LLC August 2008 - March 2012
Accretive Solutions August 2004 - July 2008
Horn Murdock Cole 2004 - 2008
Parson Consulting 1999 - 2003
Skills
Business Process..., Process Improvement, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Program Management, Strategic Planning, Auditing, Team Building, Financial Analysis, Financial Reporting, Business Process, Cross-functional Team..., Management, Finance, Accounting
Education
University of Montevallo
North Star Consulting March 2012 - Present
RGP February 2014 - May 2015
Tatum LLC August 2008 - March 2012
Accretive Solutions August 2004 - July 2008
Horn Murdock Cole 2004 - 2008
Parson Consulting 1999 - 2003
Skills
Business Process..., Process Improvement, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Program Management, Strategic Planning, Auditing, Team Building, Financial Analysis, Financial Reporting, Business Process, Cross-functional Team..., Management, Finance, Accounting
Education
University of Montevallo
Robert Girardin's Tatum LLC Experience May 2005 - June 2008
Job Interim Chief Financial Officer at B&B SmartWorx
Industry Management Consulting
Experience
B&B SmartWorx March 2015 - Present
Schawk! July 2008 - August 2014
Tatum LLC May 2005 - June 2008
AMS Direct Inc. March 2002 - November 2004
American Pharmaceutical Partners, Inc. January 2000 - October 2001
DiverseyLever January 1997 - December 1999
Unilever/Helene Curtis 1987 - 1997
Skills
Mergers, Accounting, Strategy, Finance, Mergers & Acquisitions, SAP, Risk Management, Management, Budgets, Leadership, Cash Flow, Private Equity, Project Planning, Valuation, Integration, Business Process, Managerial Finance, Budgeting
Education
CPA 1974 — 1976
CPA, Accounting, Finance
CPA 1974 — 1976
CPA, Accounting
University of Manitoba 1968 — 1972
Bachelor's degree, Economics
B&B SmartWorx March 2015 - Present
Schawk! July 2008 - August 2014
Tatum LLC May 2005 - June 2008
AMS Direct Inc. March 2002 - November 2004
American Pharmaceutical Partners, Inc. January 2000 - October 2001
DiverseyLever January 1997 - December 1999
Unilever/Helene Curtis 1987 - 1997
Skills
Mergers, Accounting, Strategy, Finance, Mergers & Acquisitions, SAP, Risk Management, Management, Budgets, Leadership, Cash Flow, Private Equity, Project Planning, Valuation, Integration, Business Process, Managerial Finance, Budgeting
Education
CPA 1974 — 1976
CPA, Accounting, Finance
CPA 1974 — 1976
CPA, Accounting
University of Manitoba 1968 — 1972
Bachelor's degree, Economics
Dirk Landis's Tatum LLC Experience January 2010 - Present
Job Retired at Tatum LLC
Industry Financial Services
Experience
Tatum LLC January 2010 - Present
Tatum May 2007 - December 2009
Tatum LLC January 1999 - 2007
Mellon Bank January 1997 - February 1998
Mellon Bank 1991 - 1998
The Chase Manhattan Bank 1986 - 1991
Continental Illinois Bank 1972 - 1986
Education
University of Michigan
MBA, Finance
University of Michigan 1962 — 1966
BA, Economics
Tatum LLC January 2010 - Present
Tatum May 2007 - December 2009
Tatum LLC January 1999 - 2007
Mellon Bank January 1997 - February 1998
Mellon Bank 1991 - 1998
The Chase Manhattan Bank 1986 - 1991
Continental Illinois Bank 1972 - 1986
Education
University of Michigan
MBA, Finance
University of Michigan 1962 — 1966
BA, Economics
Dawn Bennett Johnson's Tatum LLC Experience July 2008 - December 2012
Job Chief Financial Officer, Accounting & Business Consulting
Industry Hospital & Health Care
Experience
The Florida CFO Group September 2014 - Present
Adena Health System December 2012 - August 2014
Tatum LLC July 2008 - December 2012
Sirion Therapeutics May 2006 - January 2007
Battenfeld Gloucester Engineering September 2004 - May 2006
NutraMax Products, Inc October 1999 - March 2004
Bausch & Lomb 1994 - 1997
Uniroyal Engineered Products 1988 - 1992
Unisys 1983 - 1987
Skills
Management Consulting, Mergers & Acquisitions, Business Process..., Management, Finance, Acquisition Integration, Business Planning, Financial Analysis, Start-ups, Strategic Financial..., Accounting, Financial Planning, Tax, Auditing, Lean Manufacturing, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, IFRS, Mergers, Contract Negotiation, Business Development, Strategy, Process Improvement, Cash Management, Budgets
Education
University of Notre Dame - Mendoza College of Business 1987 — 1988
MBA, Taxation
University of Phoenix - Salt Lake City 1984 — 1987
BSBA, Business Administration
The Florida CFO Group September 2014 - Present
Adena Health System December 2012 - August 2014
Tatum LLC July 2008 - December 2012
Sirion Therapeutics May 2006 - January 2007
Battenfeld Gloucester Engineering September 2004 - May 2006
NutraMax Products, Inc October 1999 - March 2004
Bausch & Lomb 1994 - 1997
Uniroyal Engineered Products 1988 - 1992
Unisys 1983 - 1987
Skills
Management Consulting, Mergers & Acquisitions, Business Process..., Management, Finance, Acquisition Integration, Business Planning, Financial Analysis, Start-ups, Strategic Financial..., Accounting, Financial Planning, Tax, Auditing, Lean Manufacturing, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, IFRS, Mergers, Contract Negotiation, Business Development, Strategy, Process Improvement, Cash Management, Budgets
Education
University of Notre Dame - Mendoza College of Business 1987 — 1988
MBA, Taxation
University of Phoenix - Salt Lake City 1984 — 1987
BSBA, Business Administration
Jim Toopes's Tatum LLC Experience January 2007 - November 2011
Job Founder & Managing Director at Toopes Consulting
Industry Accounting
Experience
Toopes Consulting December 2011 - Present
Tatum LLC January 2007 - November 2011
AmeriCold Logistics December 2004 - July 2006
Big V Supermarkets April 1996 - August 2002
BI-LO 1989 - 1996
Lucky Stores, Inc 1976 - 1989
Skills
Finance, Due Diligence, Retail, Operations Management, Acquisition Integration, Mergers, Leadership, Management Consulting, Cash Flow Forecasting, Consulting, Mergers & Acquisitions, Logistics, Management, Sales, M&A experience, Strategy, Strategic Planning, CPA, Financial Analysis, Restructuring, Change Management, Turn Around Management, Executive Management, Start-ups, Forecasting, Private Equity
Education
University of South Florida - College of Business Administration
BA - Accounting (1969) and MBA (1978), Accounting
Toopes Consulting December 2011 - Present
Tatum LLC January 2007 - November 2011
AmeriCold Logistics December 2004 - July 2006
Big V Supermarkets April 1996 - August 2002
BI-LO 1989 - 1996
Lucky Stores, Inc 1976 - 1989
Skills
Finance, Due Diligence, Retail, Operations Management, Acquisition Integration, Mergers, Leadership, Management Consulting, Cash Flow Forecasting, Consulting, Mergers & Acquisitions, Logistics, Management, Sales, M&A experience, Strategy, Strategic Planning, CPA, Financial Analysis, Restructuring, Change Management, Turn Around Management, Executive Management, Start-ups, Forecasting, Private Equity
Education
University of South Florida - College of Business Administration
BA - Accounting (1969) and MBA (1978), Accounting
Stephen Winslett's Tatum LLC Experience February 2008 - January 2011
Job Restructuring Executive
Industry Venture Capital & Private Equity
Experience
Private Company March 2013 - May 2014
Private Company February 2012 - November 2012
BSN Inc January 2011 - February 2012
Tatum LLC February 2008 - January 2011
The ComVest Group October 2004 - June 2007
Golden Bear Golf October 1997 - December 2003
River Ranch Fresh Foods May 1995 - September 1997
Skills
Operational..., Finance, Private Equity, Portfolio Management, Debt, LBO, Capital, Venture Capital, Turn Around Management, Accounting, Loans, Cash Flow, Investor Relations, Capital Markets, Hedge Funds, Securities, Entrepreneurship, Leadership, Working Capital..., Financial Analysis, Business Valuation, IPO, Alternative Investments, Bankruptcy, Financial Structuring, Emerging Markets, Business Planning, Equities, Structured Finance, Start-ups, Asset Management, Debt Restructuring, Cash Management, Strategy, Project Finance, Financial Services, Executive Management, Capital Structure, Risk Management
Education
University of North Texas
MBA
University of North Texas
BBA
Private Company March 2013 - May 2014
Private Company February 2012 - November 2012
BSN Inc January 2011 - February 2012
Tatum LLC February 2008 - January 2011
The ComVest Group October 2004 - June 2007
Golden Bear Golf October 1997 - December 2003
River Ranch Fresh Foods May 1995 - September 1997
Skills
Operational..., Finance, Private Equity, Portfolio Management, Debt, LBO, Capital, Venture Capital, Turn Around Management, Accounting, Loans, Cash Flow, Investor Relations, Capital Markets, Hedge Funds, Securities, Entrepreneurship, Leadership, Working Capital..., Financial Analysis, Business Valuation, IPO, Alternative Investments, Bankruptcy, Financial Structuring, Emerging Markets, Business Planning, Equities, Structured Finance, Start-ups, Asset Management, Debt Restructuring, Cash Management, Strategy, Project Finance, Financial Services, Executive Management, Capital Structure, Risk Management
Education
University of North Texas
MBA
University of North Texas
BBA
John Schefke's Tatum LLC Experience February 2007 - Present
Job Principal at Tatum LLC
Industry Accounting
Experience
Tatum LLC February 2007 - Present
Horn Murdock Cole ; Robert Half January 2006 - January 2007
Mueller Steam 1999 - 2000
Education
University of Missouri-Saint Louis 1976 — 1979
BSBA, Accounting
Tatum LLC February 2007 - Present
Horn Murdock Cole ; Robert Half January 2006 - January 2007
Mueller Steam 1999 - 2000
Education
University of Missouri-Saint Louis 1976 — 1979
BSBA, Accounting
Red Martin's Tatum LLC Experience August 2004 - Present
Job Partner at Tatum LLC
Industry Hospital & Health Care
Experience
Tatum LLC August 2004 - Present
Spectrum Laboratories January 2007 - September 2009
U.S. Renal Care December 2004 - June 2006
Education
University of Southern California
M.B.A,, Finance
Vanderbilt University
BA, Business Administration
Tatum LLC August 2004 - Present
Spectrum Laboratories January 2007 - September 2009
U.S. Renal Care December 2004 - June 2006
Education
University of Southern California
M.B.A,, Finance
Vanderbilt University
BA, Business Administration
Pamela K Carr, CPA's Tatum LLC Experience September 2008 - Present
Job Consulting Director at Tatum LLC
Industry Financial Services
Experience
Tatum, LLC September 2008 - Present
Flexible Lifeline Systems July 2006 - June 2008
Flexible Lifeline Systems, Inc. September 1999 - July 2006
CSC CREDIT SERVICES September 1997 - September 1999
CRITERION CATALYST COMPANY January 1995 - September 1997
FIRST GIBRALTAR BANK August 1986 - October 1993
Various Companies April 1978 - August 1986
Education
University of Houston-Downtown
Bachelor of Science, Accounting
Tatum, LLC September 2008 - Present
Flexible Lifeline Systems July 2006 - June 2008
Flexible Lifeline Systems, Inc. September 1999 - July 2006
CSC CREDIT SERVICES September 1997 - September 1999
CRITERION CATALYST COMPANY January 1995 - September 1997
FIRST GIBRALTAR BANK August 1986 - October 1993
Various Companies April 1978 - August 1986
Education
University of Houston-Downtown
Bachelor of Science, Accounting
Timothy Leybold's Tatum LLC Experience 2009 - January 2013
Job Chief Financial Officer at Till Capital Corp.
Industry Financial Services
Experience
Till Capital Corp. November 2012 - Present
Tatum LLC 2009 - January 2013
Coast Crane Company 2007 - 2008
Port Townsend Paper Corporation 2004 - 2007
Port Blakely Companies 1999 - 2004
Roseburg Forest Products 1995 - 1999
Sprouse Reitz Stores, Inc. 1991 - 1994
The Cutler Corporation 1986 - 1990
Arthur Andersen & Co 1978 - 1986
Skills
Strategy, Mergers, Due Diligence, Auditing, Mergers & Acquisitions, Finance, Leadership
Education
University of Oregon 1994 — 1996
MBA, Finance
University of Portland 1975 — 1978
BBA, Accounting
Till Capital Corp. November 2012 - Present
Tatum LLC 2009 - January 2013
Coast Crane Company 2007 - 2008
Port Townsend Paper Corporation 2004 - 2007
Port Blakely Companies 1999 - 2004
Roseburg Forest Products 1995 - 1999
Sprouse Reitz Stores, Inc. 1991 - 1994
The Cutler Corporation 1986 - 1990
Arthur Andersen & Co 1978 - 1986
Skills
Strategy, Mergers, Due Diligence, Auditing, Mergers & Acquisitions, Finance, Leadership
Education
University of Oregon 1994 — 1996
MBA, Finance
University of Portland 1975 — 1978
BBA, Accounting
Donald Moseley's Tatum LLC Experience 2007 - Present
Job CFO Consulting
Industry Oil & Energy
Experience
Tatum LLC 2007 - Present
Skills
Managerial Finance, Mergers, Financial Analysis, GAAP, Accounting, Auditing, US GAAP, Project Management, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Risk Management, Corporate Finance, Financial Modeling, Team Building, Strategic Planning, Energy, Analysis, Executive Search, Contract Negotiation, Negotiation, Finance, Financial Reporting, Business Strategy, Operations Management
Education
University of South Florida
BA Business Administration, Finance, Accounting, Economics
Tatum LLC 2007 - Present
Skills
Managerial Finance, Mergers, Financial Analysis, GAAP, Accounting, Auditing, US GAAP, Project Management, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Risk Management, Corporate Finance, Financial Modeling, Team Building, Strategic Planning, Energy, Analysis, Executive Search, Contract Negotiation, Negotiation, Finance, Financial Reporting, Business Strategy, Operations Management
Education
University of South Florida
BA Business Administration, Finance, Accounting, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY