Wolf and Company
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Wolf and Company Employees
State Street Corporation August 2012 - Present
State Street Corporation November 2000 - August 2012
Hingham Little League October 2005 - October 2008
ENTEX Information Services June 1996 - November 2000
MFS June 1994 - June 1996
Corporate Software January 1992 - June 1994
Wolf and Company March 1990 - September 1991
ComputerLand August 1989 - February 1990
Radio Shack Computer Center June 1987 - July 1989
Tab Newspapers June 1986 - June 1987
Skills
Vendor Management, Program Management, Process Improvement, PMP, Project Management, Cross-functional Team..., Risk Management, Business Process, Project Planning, Management, Security, SDLC, PMO, Team Building, Business Analysis, Leadership, Product Management, Information Technology, Consulting, Financial Services, Banking, Software Development, IT Strategy, Business Process..., Disaster Recovery, Microsoft Project, Requirements Gathering, IT Management, Project Portfolio..., Information Security, Strategic Planning, Software Project..., Pre-sales, Professional Services, Budgets, Training, Public Speaking, Project Delivery, Outsourcing, Business Intelligence, Governance, Business Continuity, Certified Project..., Virtual Teams, SSO, Software Development..., Application Development, Budgeting, Lean Processes, Authentication
Education
Brandeis University 2004 — 2007
M.S., Management of Projects and Programs
The University of Connecticut 1982 — 1986
B.S., Business Administration
Windham High School 1979 — 1982
College Prep
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP July 2014 - October 2014
Wolf and Company January 2014 - March 2014
College of DuPage September 2011 - August 2013
Habitat for Humanity Chicago South Suburbs September 2010 - July 2011
Prairie State Legal Services Inc. October 2009 - December 2009
Education
Northern Illinois University 2012 — 2014
Leadership Masters of Accounting Science, Accounting, 3.5
Illinois State University 2007 — 2009
Bachelor of Science, Politics and Government
University of Iowa 2005 — 2007
ADS LOGISTICS CO, LLC. November 2012 - Present
Crowe Horwath LLP June 2005 - November 2012
Wolf and Company LLP August 1999 - June 2005
Wolf and Company August 1999 - June 2005
Education
Illinois State University 1995 — 1999
Bachelor of Science, Accounting
Applied Systems, Inc. April 2012 - Present
Mulcahy,Pauritsch,Salvador & Co., Ltd. November 2003 - April 2012
Wolf and Company 1999 - 2003
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Budgeting, Non-profits, General Ledger, Audit
Education
Northern Illinois University 1996 — 1999
Accountancy
Dale C.
John M. Floyd & Associates May 2012 - Present
Wolf and Company 2011 - 2012
New Core Banking 2007 - 2010
DMP-Wausau 2005 - 2007
VSoft 1998 - 2005
Dataworks 1994 - 1998
ACS 1989 - 1994
NCR Corporation 1981 - 1989
Skills
Strategic Planning, Sales Management, Financial Institutions, Business Development, Risk Management, Team Building, Process Improvement, Sales, Project Management, Salesforce.com, Financial Services, Product Management, Leadership, Business Analysis, Executive Management, Product Marketing, Vendor Management, Mergers & Acquisitions, Management, Account Management, CRM, Strategy, Business Strategy, SaaS, Solution Selling, Start-ups
Education
Ball State University - College of Business
BS, Finance
ACM Medical Laboratory 2011 - Present
ACM Medical Laboratory April 2009 - April 2011
RE/MAX Advance January 2008 - April 2009
Lifetime Care August 1997 - April 2008
Portsmouth VNA 1993 - 1996
Resource Analysts Inc. 1991 - 1993
Wolf and Company 1986 - 1988
Skills
Healthcare Information..., Medicare, Process Improvement, Budgets, Healthcare, Medicaid, Strategic Planning, Home Care, Operations Management, Quality Assurance, Healthcare Management, HIPAA, Insurance, Health Insurance, Accounting, Healthcare Industry, Quality Management, Management, Business Development, Risk Management
Education
Binghamton University 1984 — 1986
BS, Accounting
Broome Community College 1982 — 1984
AAS, Business Administration
HarborOne Bank February 2015 - Present
HarborOne Bank 2004 - Present
Compass Bank 2002 - 2004
Andover Bank 1985 - 2001
Wolf and Company 1983 - 1985
Skills
Accounting, Financial Reporting, SOX, Cash Management, SEC reporting, Strategic Planning, Investments, Financial Analysis, Budgeting, Mergers, Internal Controls, Banking, Risk Management, Executive Management, Audit, Internal Audit, Compliance, Auditing, Interest Rate Risk..., ALM, Team Building, Financial Management, Due Diligence, Credit
Education
Harvard Business School
Program for Managment Development
Bentley University
BS, Accountancy
McGladrey LLP October 2014 - Present
McGladrey LLP May 2013 - October 2014
McGladrey August 2011 - May 2013
Wolf and Company December 2009 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2009
Masters, Accounting
Augustana College 2004 — 2008
BA, Accounting
Wolf and Company July 2010 - Present
GE Aviation Internship May 2009 - September 2009
Market Basket April 2004 - May 2009
Downeast Landscape and Design June 2006 - December 2008
Skills
Excel, Microsoft Office, Computer Hardware, Customer Service, Database Administration, Networking, Database Design, Operations Management, User Interface Design, Business Planning, Process Engineering, Business Operations, PowerPoint, Access
Education
Bentley University 2006 — 2010
Bachelor of Science, Computer Information Systems
CohnReznick January 2011 - Present
American University August 2008 - December 2010
Calibre CPA Group PLLC June 2009 - September 2009
Wolf and Company December 2008 - January 2009
Congressman Richard Neal's Office September 2007 - May 2008
Community Tax Aid, Inc January 2008 - April 2008
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Auditing, Account Reconciliation, Finance, Internal Audit, Financial Statements, Financial Audits, Management
Education
American University - Kogod School of Business 2010 — 2010
MSA, Accounting
American University - Kogod School of Business 2006 — 2010
BSBA, Accounting
Belchertown High School 2002 — 2006
ICAD May 2011 - Present
AMICAS, Inc November 2005 - August 2010
Eastern Connection 2001 - 2004
Commerce TV 1999 - 2000
Shamrock Software 1997 - 1999
cross country group 1993 - 1996
cross country automotive 1993 - 1996
dynamics research corporation 1991 - 1993
drc 1991 - 1993
wolf and company 1988 - 1990
Skills
Purchase Accounting, Revenue Recognition, Technical Accounting, SEC reporting, SOX, US GAAP, Internal Controls, ERP, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Audit, Accounting, Financial Reporting, Accounts Receivable, Finance, Sarbanes-Oxley, Restructuring, Budgets, Tax, GAAP, Financial Analysis, SEC Filings
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1996
MBA, Entreprenuership
Isenberg School of Management, UMass Amherst 1981 — 1986
BBA, Accounting
Reading Memorial High School 1978 — 1981
Wolf and Company January 2011 - July 2012
American Student Assistance November 2008 - October 2010
American Student Assistance November 2007 - October 2008
American Student Assistance January 2001 - October 2007
BayBank / BankBoston / Fleet September 1994 - August 2000
Boston Five Cents Savings Bank / Citizens Bank July 1992 - July 1994
Education
Rutgers, The State University of New Jersey-Newark
MBA
Syracuse University
B.S.
Wolf and Company September 2008 - Present
Education
Bentley University 2007 — 2008
Master of Science in Accountancy, Accounting
Mount Holyoke College 2003 — 2007
Bachelor's Degree, Computer Science/Math
Dedham Savings October 2011 - Present
Wolf and Company September 2005 - September 2011
Skills
SEC filings, GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Institutions, SOX 404, General Ledger, Banking, CPA, US GAAP
Education
Northeastern University 2005 — 2006
MSA, Accounting
Bryant University 2001 — 2005
Accounting
Aetna May 2013 - Present
Coventry Health Care October 2007 - May 2013
EMC January 2007 - October 2007
Coventry Healthcare July 2003 - December 2006
Kemper Insurance Companies – Kemper Technology Services July 1999 - July 2003
First Health Group Corp, Inc March 1996 - July 1999
First Health Group Corp, Inc. November 1994 - March 1996
First Health Group Corp, Inc September 1993 - November 1994
First Health Group Corp, Inc July 1992 - September 1993
Wolf and Company September 1991 - July 1992
Education
Loyola University Chicago
Master of Business Administration (M.B.A.), Information Technology
University of Illinois at Urbana-Champaign
Bachelor's Degree, Advertising
Kreischer Miller President and Managing DirectorHege Kramer Connell Murphy & Goldkamp, P.C.May 1991 - December 2003
KPMG 1987 - 1991
Main Hurdman 1978 - 1987
Wolf and Company December 1956 - December 1978
Skills
Auditing, Tax Preparation, Tax, Financial Analysis, GAAP, Accounting, Internal Controls, Financial Reporting, Corporate Tax, Financial Statements, CPA, Financial Accounting, Income Tax, General Ledger, US GAAP
Education
Drexel University - LeBow College of Business 1956 — 1960
BS, Accounting
City of Park Ridge December 2014 - Present
Wolf & Company LLP July 2013 - December 2014
Wolf and Company August 2011 - July 2013
Skills
Auditing, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Internal Controls, US GAAP, Tax, CPA, Financial Statements, QuickBooks
Education
Northern Illinois University 2010 — 2011
Master of Accounting Science, Accounting
North Central College 2007 — 2010
Bachelor's of Science, Accounting
North Community Bank July 2013 - March 2014
Metrobank January 2011 - July 2013
Metropolitan Bank & Trust Company May 1992 - December 2010
Civic Federal Savings Bank ( Merged with Metropolitan Bank) September 1990 - May 1992
Summit First Federal May 1986 - September 1990
Wolf and company 1974 - 1978
Skills
Banking, Retail Banking, Credit, Loans, Credit Risk, Credit Analysis, Branch Banking, Risk Management, Financial Risk, Cash Management, Consumer Lending, Portfolio Management, Treasury Management, Financial Analysis, Finance, Core Banking, Operational Risk, Cross Selling
Education
Illinois State University 1970 — 1974
Accounting and Mathematics
Illinois State University 1970 — 1974
Bachelor of Science (BS), Accounting