Accume Partners
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Accume Partners Employees
Accume Partners March 2000 - Present
Federal Reserve Bank of Philadelphia April 1986 - January 2000
American Express - Card Division January 1980 - March 1986
Skills
SAS70, Enterprise Risk..., Strategic Financial..., Banking, Risk Management, Auditing, Internal Audit, Business Continuity, Corporate Governance, Disaster Recovery, Internal Controls, Strategic Planning, Customer Service, Sarbanes-Oxley Act, COSO, Information Security, Change Management, Policy, CISA, Financial Services, Management, Information Security..., Regulations, Management Consulting, Financial Institutions, IT Audit, Due Diligence, Governance, Executive Management
Education
Georgia State University 1969 — 1972
Bachelor of Business Administration (BBA), Economics
Nadavon Capital Partners December 2014 - Present
Accume Partners December 2014 - Present
PayLease January 2015 - Present
Pacific Mercantile Bank February 2015 - Present
D+H January 2014 - January 2015
Compushare December 1995 - December 2013
Skills
Entrepreneurship, Executive Management, Cloud Computing, Start-ups, Business Development, Business Process..., SaaS, Managed Services, Strategic Planning, Consulting, Vendor Management, Security, Outsourcing, IT Strategy, Disaster Recovery, Competitive Analysis, Leadership, Solution Selling, Professional Services
Education
Harvard Business School
UHY Advisors July 2010 - Present
Scientific Games July 2009 - June 2010
Accume Partners July 2005 - May 2009
MetLife March 2002 - June 2005
AAS Licensed Properties Management June 2001 - March 2002
Boys and Girls Clubs of America July 2000 - June 2001
Carmichael, Brasher, Tuvell & Co. October 1998 - June 2000
Mauldin & Jenkins, LLC January 1996 - October 1998
Skills
CISA, GAAP, Enterprise Risk..., Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, SSAE 16, Accounting, Financial Statement..., COSO, External Audit, IFRS, Process Improvement, Financial Audits, Sarbanes-Oxley, Consolidation
Education
Capella University 2010 — 2015
Doctor of Philosophy (PhD), Accounting
Georgia College and State University 1991 — 1993
MBA, Business Administration
Fort Valley State University 1987 — 1991
BBA, Accounting
PEI Kids September 2014 - Present
Interfaith Caregivers of Greater Mercer County January 2012 - September 2014
Rutgers University - Sen Walter Rand Inst. for Public Affairs February 2011 - January 2012
Dash Group LLC November 2008 - March 2010
Accume Partners 2005 - 2008
Gwynedd-Mercy College 2002 - 2004
A.M. Best Company January 1995 - January 2002
A.M. Best Company October 1992 - December 1994
Skills
Advertising, Marketing, New Business Development, Online Advertising, Event Management, Copywriting, Marketing Strategy
Education
Centenary College 2006 — 2010
M.B.A., Marketing & Finance
Rutgers University-New Brunswick 1983 — 1987
B.A., Journalism & Media Studies
Florida Agricultural and Mechanical University 1982 — 1983
Accounting
Broward Bank of Commerce 2011 - 2013
Accume Partners 2003 - 2011
ExecuTrain 2002 - 2003
National Elevator Industry Educational Program 1997 - 2002
Skills
Microsoft Office Suite..., SharePoint, Adobe Acrobat, Internet Explorer, Google Drive, Calendar..., Box.net, Banking, Risk Management, Corporate Governance, Credit, Enterprise Risk..., Business Continuity, Auditing, Internal Audit, Recruiting, Accounting, Due Diligence, Governance, Mortgage Lending, Policy, Information Technology
Education
Northeastern University
BSBA, Business Administration, with Honors
Urban Outfitters April 2015 - Present
Aqua America August 2011 - April 2015
Aqua America January 2010 - September 2012
Aqua America July 2006 - December 2009
Accume Partners August 2003 - June 2006
The Hermes Group LLP January 2001 - August 2003
McGladrey July 1997 - January 2001
Mahoney Cohen September 1993 - July 1997
Skills
Acquisition Due..., Systems Implementation, Contract and Lease..., Program Management, Change Management, Project Planning, Proj Management, Business Process..., Business Process..., Continuous Process..., Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Customer Service..., Call Center Operations, Business Transformation, Budgeting & Robust..., Analytics, Strategic Business..., Internal Cost Controls, Cross-functional Team..., Supervision & Training, Leadership, Budgets, Corporate Governance, Operational Efficiency, Accounting, Finance &..., Forecasting & Cash..., Regulatory Compliance, Public Speaking, Management, Process Improvement, Accounting, Financial Reporting, Finance, Financial Analysis
Education
New York Institute of Technology 2004 — 2007
MBA, Finance / Accounting
University of Scranton 1989 — 1993
BS, Accounting
Providence Service Corporation December 2014 - Present
BioTelemetry, Inc (Formally CardioNet, Inc.) April 2010 - November 2014
AC Lordi June 2006 - April 2010
Accume Partners September 2005 - June 2006
Jefferson Wells April 2004 - September 2005
Constar International 2003 - 2004
Conair Corporation April 2000 - May 2003
SunSource March 1998 - April 2000
Skills
Internal Audit, Sarbanes-Oxley, Financial Analysis, Risk Management, Mergers, Sarbanes-Oxley Act, Internal Controls, Auditing, SEC filings, Enterprise Risk..., Accounting, COSO, Merger Integration, Project Management, Communication, Report Writing, Operations Management, GAAP, Risk Assessment, Process Improvement, Business Process..., SAS70, Corporate Governance, Operational Risk..., SOX 404, Revenue Recognition, Financial Risk, Accounts Receivable, Finance, Quality Auditing, Accounts Payable, Governance, Fixed Assets, Fraud, Account Reconciliation, Change Management, Audit Committee, IT Audit, Acquisition Integration, Mergers & Acquisitions, Budgets, Due Diligence, Management, Executive Management, Financial Audits, US GAAP, Start-ups, Consolidation, Leadership, Program Management
Education
Mohawk Valley Community College
Associate of Science (AS), Business Administration and Management, General
State University of New York Institute of Technology at Utica/Rome
Bachelor of Science (BS), Business Administration and Management, General
Campaign for Tobacco-Free Kids June 2015 - Present
Fluent Grp February 2015 - April 2015
American University Public Relations Student Society of America April 2014 - April 2015
Accume Partners May 2014 - February 2015
Strauss Media Strategies August 2014 - December 2014
On The Marc Media June 2014 - August 2014
American University Career Center January 2014 - May 2014
USAID Jordan Tourism Development Project September 2013 - December 2013
Tortilla Coast May 2013 - August 2013
US Senator Max Baucus January 2013 - May 2013
Skills
Twitter, Facebook, Microsoft Publisher, Microsoft Office, PowerPoint, Microsoft Word, Wordpress, HTML, Microsoft Excel, Social Media, Public Relations, Marketing, Community Outreach, Press Releases, Blogging, Video Blogging, Leadership, Editing, Public Speaking
Education
American University 2011 — 2015
International Studies, Concentrating in International Communications, International Development, and the Middle East, 3.69
Jordanian Institute of Diplomacy 2013 — 2014
Middle Eastern Politics and Arabic
Bozeman High School 2007 — 2011
High School Diploma, 4.0
AH - Association Headquarters August 2015 - Present
Accume Partners May 2013 - February 2015
Delaware County Chamber of Commerce January 2013 - May 2013
SAE International September 2010 - December 2012
The Risk Management Association August 1993 - September 2010
Skills
Account Management, Coaching, Microsoft Office, Sales Management, Management Consulting, Marketing Management, Building Relationships, Communication, Team Building, Collaborative Problem..., Department Budgeting, Vision, Mission, Goal-driven leader, Risk Management, Enterprise Risk..., Association Management, Strategic Planning, Business Planning, Direct Marketing, Social Media, Email Marketing, Business Development, Networking, Forecasting, Not for Profit, Membership Development, Membership Growth, Association Memberships, ACT!, Presentations, Public Speaking, Certification..., Brand Awareness, Supervisory Experience, Long-term Customer..., Revenue Goal/Growth..., Marketing Research, Social Media..., C Suite, Market Analysis, Innovation, Director level, Community Initiatives, Retention Strategies, Committee Liaison, Direct Sales, Executive Level..., Credit, Nonprofits
Education
Penn State University 1984 — 1988
Bachelor's Degree, Letters, Arts & Sciences
Hudson City Savings Bank August 2013 - Present
Accume Partners September 2004 - August 2013
THE HOBART WEST GROUP, INC. August 2001 - December 2002
EAGLE FAMILY FOODS, INC., February 1998 - July 2001
PHILIP MORRIS MANAGEMENT CORPORATION February 1997 - February 1998
PRICEWATERHOUSECOOPERS (formerly Coopers and Lybrand), October 1995 - February 1997
SONY CORPORATION OF AMERICA, July 1982 - October 1995
Sony 1983 - 1989
Skills
IT Auditing, Risk Management, IT Strategy, IT Management, Vendor Management, Contract Negotiation, IT Outsourcing, Business Analysis, Systems Analysis, IT Project Management, Application Development, Team Building
Education
Binghamton University
BS
Accume Partners December 2014 - Present
Savannah Bank NA in New York State February 2007 - November 2014
Skills
Consumer Lending, Credit Analysis, Credit Risk, Loan Servicing, Banking, Retail Banking, Portfolio Management, Delinquency Management, Residential Mortgages, Foreclosures, Department Budgeting, Loan Origination, Risk Management, Cross-functional Team..., Strategic Planning, Marketing, Underwriting, Customs Regulations, Human Resource..., Security Operations, Credit
Education
Cayuga County Community College
Associate of Science (AS), Business/Commerce, General
Philadelphia University
Bachelor of Applied Science (B.A.Sc.)
Brown Smith Wallace 2007 - Present
Accume Partners 2004 - 2007
Deloitte 2003 - 2004
Bowlan Professional Marketing Services 1992 - 2003
Skills
Public Relations, Advertising, Website Development, Web Marketing, Articles, Marketing Communications, Social Media, Marketing Strategy, Email Marketing, Social Media Marketing, Internal Communications, Copywriting, B2B Marketing, Marketing Management, Strategic Planning, Direct Marketing, Media Relations, Integrated Marketing, Thought Leadership, Market Planning, Content Strategy, SEO, Digital Marketing, Marketing, Strategy, Blogging, Lead Generation, Business Development, PPC, Direct Mail, Creative Direction, Proposal Writing, Brand Development, Corporate Communications, Corporate Branding, Strategic Communications, Press Releases, Content Marketing, Newsletters, Social Networking, Online Marketing, Brand Awareness, Strategic Partnerships, Brand Management, Content Development
Education
Northwestern University 1973 — 1974
MS in Journalism, Journalism
Lyon College 1968 — 1972
BA, English
MIKA Associates June 2008 - Present
Best Doctors May 2011 - February 2014
WGBH April 2009 - May 2011
Wolf & Company, P.C. January 2008 - September 2008
Accume Partners July 2006 - December 2007
Geac, Inc May 2005 - June 2006
Thermo Electron Corporation September 2000 - February 2005
A.T. Cross Pen July 1998 - May 2000
Amkey 1978 - 1979
Skills
IT Audit, PCI DSS, Business Continuity, Social Engineering, Banking, Security, HIPAA, Risk Assessment, Disaster Recovery, Information Security, Information Security..., CISSP, Sarbanes-Oxley Act, CISA, ISO 27001, Firewalls, Governance, Data Security, Privacy Law, Data Privacy, Vulnerability Management, Network Security, Security Awareness, Penetration Testing, Vulnerability Assessment, Risk Management, Internal Audit, Management, Security Audits, Computer Security, IT Service Management, Information Technology, SDLC
Education
New England Law Boston 1970 — 1973
JD, Law
Bentley University 1967 — 1970
BS, Accounting
Landman Corsi Ballaine & Ford P.C. September 2013 - Present
Superior Court of New Jersey August 2012 - August 2013
Accume Partners January 2008 - August 2011
Ernst & Young December 2005 - January 2008
Skills
Legal Writing, Legal Research, Westlaw, Tax Law, Tax, Editing, Corporate Governance, Fraud, Corporate Tax, Litigation, Corporate Law
Education
Fordham University School of Law 2010 — 2012
Doctor of Law (J.D.)
Seton Hall University School of Law 2009 — 2010
Doctor of Law (J.D.)
Rider University 2001 — 2005
Bachelor of Science (BS), Accounting, Finance
Accume Partners September 2003 - Present
ConnectOne Bank 2005 - 2014
Skills
Enterprise Risk..., Financial Risk, Operational Risk..., Risk Management, Financial Reporting, Banking, COSO, Quality Auditing, External Audit, IT Audit, Due Diligence, AML, Sarbanes-Oxley, Governance, Financial Analysis, Internal Audit, Internal Controls
Education
City University of New York-Brooklyn College 1972 — 1976
On The Rox Entertainment, LLC March 2008 - Present
ING Financial Partners July 2008 - August 2008
Jefferson Wells April 2007 - June 2008
Accume Partners September 2006 - June 2007
BDO USA, LLP September 2005 - May 2007
KPMG November 2003 - May 2005
Ernst & Young March 1998 - September 2001
EDS Group February 1998 - March 1999
Skills
Proposal Writing, Entertainment, SAS70, Booking Shows, Music, Concerts, Consulting, Event Planning, Festivals, Live Events
Education
Lincoln University (MO) 1993 — 1997
BS, Computer Information Systems
Grandview High School
HSBC- May 2013 - November 2014
ICS Consulting Partners January 2012 - May 2013
Accume Partners 2005 - 2012
Berkshire Bank March 2004 - October 2005
Bank of New York September 1991 - March 2004
New York Capital Bank March 1990 - July 1991
Israel Discount Bank September 1977 - February 1990
Skills
Auditing, Quality Auditing, Risk Assessment, AML, OFAC, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Banking, Finance, Financial Audits, Financial Risk, External Audit, Enterprise Risk..., COSO, Operational Risk..., Bank Secrecy Act, IT Audit, CISA, Corporate Governance, Fraud, Due Diligence, CPA, Financial Accounting, Financial Reporting, GAAP, Loans, Operational Risk, Risk Management, US GAAP, Anti Money Laundering
Education
Lehman College 1996 — 2000
Bachelors of Science, Accounting
City University of New York-Herbert H. Lehman College 1991 — 2000
Bachelor of Science (B.S.), Accounting
GE Capital September 2014 - Present
Accume Partners September 2011 - August 2014
Markel Corp. October 2010 - September 2011
Capital One April 2007 - September 2010
KPMG April 2004 - April 2007
Quest Diagnostics, Inc. and Sealed Air Corp. 2002 - 2004
Western Union International 1997 - 2001
Praxair 1990 - 1997
Skills
Risk Management, Cash Management, Banking, Capital Markets, Financial Analysis, Finance, Forecasting, Accounting, Corporate Finance, Treasury, Auditing, Interest Rate Risk..., Due Diligence, Strategic Financial..., Credit, Financial Risk, Financial Reporting, Budgets, Financial Services
Education
Skidmore College 2001 — 2003
BS, Business
Accume Partners January 2003 - Present
Prudential Insurance March 2000 - January 2002
TIAA-CREF 1988 - 2000
Columbia University May 1985 - March 1988
Chase Manhattan Bank June 1983 - May 1985
Skills
SOX, Audit, IT Audit, Auditing, Data Security, Programming, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Business Continuity, Financial Audits, Risk Assessment, Governance, Banking, CISSP, CISA, Information Security, Information Technology, Risk Management, Internal Audit, Operational Risk..., SAS70, Security, COSO, COBIT, IT Strategy, Information Security..., Financial Risk, Operational Risk, Fraud, Disaster Recovery, Business Process..., IT Risk Management, External Audit, Business Process, US GAAP, Quality Auditing, Corporate Governance, Due Diligence, Financial Services, Data Privacy, SOX 404, CPA, GLBA
Education
City University of New York-Baruch College
BBA, Accounting
City University of New York-Baruch College
MBA, Computer Methodology
EY July 2014 - Present
Ernst & Young September 2011 - Present
LeBlanc & Associates, LLC January 2008 - August 2011
Accume Partners November 2005 - December 2007
Control Solutions International January 2004 - November 2005
Fidelity Investments January 2001 - December 2003
PricewaterhouseCoopers LLP 1994 - 2000
Skills
Sustainability, Internal Audit, Auditing, Strategy, Internal Controls, Assurance, Corporate Social..., Climate Change, Enterprise Risk..., Management Consulting, Financial Reporting, Program Management, Accounting, Governance, Risk Assessment, Sustainability Reporting, Mergers & Acquisitions, Leadership, Due Diligence, Financial Analysis, Risk Management, Finance, Business Process..., Operational Risk..., Corporate Governance, Environmental Impact..., Analysis, Strategic Planning
Education
Gordon College 1990 — 1994
Bachelor of Arts, Accounting
Accume Partners July 2004 - Present
Sobel & Co., LLC 2003 - 2004
Virgin Mobile 2002 - 2003
Expanets 2000 - 2003
Loral Skynet 1999 - 2000
Wiss & Company, LLP 1997 - 1999
Skills
Sarbanes-Oxley Act, Risk Assessment, Strategic Financial..., CPA, Auditing, US GAAP, Sarbanes-Oxley, IT Audit, Internal Audit, GAAP, Forecasting, Internal Controls, Finance, Enterprise Risk..., Financial Analysis, SEC filings, Risk Management, Financial Reporting, Accounting, Financial Risk, External Audit, IFRS, Financial Accounting, Tax, Financial Services, Financial Audits, Due Diligence, General Ledger, Governance
Education
Lehigh University - College of Business and Economics 1991 — 1995
Fidelity National Information Services May 2015 - Present
Accume Partners October 2013 - February 2015
Accume Partners March 2005 - October 2013
Legg Mason May 1999 - June 2004
Fidelity & Guaranty Life November 1998 - April 1999
USF&G Insurance November 1997 - November 1998
USF&G Insurance June 1996 - November 1997
USF&G Insurance February 1995 - June 1996
USF&G Insurance August 1993 - February 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Enterprise Risk..., US GAAP, SEC filings, Insurance, GAAP, Risk Assessment, Accounting, Financial Accounting, COSO, Account Reconciliation, External Audit, CPA, Risk Management, Project Management, Microsoft Excel, Due Diligence, Financial Reporting, Financial Audits, Financial Statements, Vendor Management, Process Improvement, Corporate Governance, Business Process..., Access Database, Broker-Dealer, Process Flow Charts, Data Mining, Account Management, Contract Negotiation, Profit Margins, Finance, Banking, Operational Risk, Compliance, Audit, ERM, COSO Framework, Financial Services
Education
University of Maryland Francis King Carey School of Law 1997 — 2001
JD, Law
Kent State University 1990 — 1991
MBA, Business
Kent State University 1986 — 1990
BBA, Accounting
Division of Unemployment Insurance - Maryland April 2014 - Present
Independence Blue Cross September 2012 - April 2014
Price Waterhouse Coopers January 2010 - September 2012
Accume Partners 2008 - 2009
State Street June 2007 - September 2008
Best Buy April 2004 - June 2007
Skills
Auditing, Internal Controls, Business Analysis, Project Management, Internal Audit, Financial Services, Financial Analysis, Microsoft Office, Accounting, Account Management, Health Insurance, Requirements..., Analysis, Assurance, CPA, Financial Audits, User Acceptance Testing, Reporting & Analysis, Human Resources, Asset Management, Budgets, Audit, Budget Monitoring, Budget, Consultation, Wealth Management, Audits of Employee..., Asset Managment, Business Systems..., BRD, FRD, RACI Charts, Impact Assessment, Business Impact Analysis, Change Impact Analysis, Agile & Waterfall..., RUP Methodologies, Software Quality..., Technical Writing, Performance Reporting, Executive Reporting, Non-profit Leadership, Treasury Management, IT Project & Program..., Consulting and..., PMP, Insurance, Hiring Employees, Investment Banking, Sarbanes-Oxley
Education
Villanova University
Master's Degree
Drexel University
Bachelor of Science (B.S.)
Experis February 2013 - Present
Dun & Bradstreet June 2011 - June 2012
Jefferson Wells March 2009 - June 2011
Accume Partners December 2007 - December 2008
Bristol-Myers Squibb June 2006 - December 2007
Control Solutions May 2005 - June 2006
Robert Half Management Resources 2003 - 2004
Towers Perrin 1996 - 2003
Brown Brothers Harriman 1989 - 1993
The Boston Company/Boston Safe Deposit & Trust 1988 - 1989
Skills
Green Belt, Lean Six Sigma, Process Improvement, Banking, Insurance, Consumer Products, Pharmaceutical Industry, Airlines, Finance, Data Analysis, Leadership, Sarbanes-Oxley, Enterprise Risk..., Sarbanes-Oxley Act, Project Management, Financial Analysis, Statistical Modeling, Strategic Planning, Black Belt, Internal Controls, Analysis, Strategy, Analytics, Internal Audit, Executive Management, Management, Business Process
Education
Washington University in St. Louis - Olin Business School 1993 — 1995
MBA, Business/Finance/HR
Bentley University 1984 — 1988
BS, Finance
Accume Partners May 2015 - Present
Contractor January 2010 - May 2015
Environmental Risk Services October 2007 - September 2010
PricewaterhouseCoopers October 1997 - September 2007
Deloitte & Touche February 1997 - July 1997
IBM October 1994 - January 1997
Skills
SOX, Quality Assurance, Continuous Improvement, IT Audit, Risk, sarbanes oxley, IT Operations, Sarbanes-Oxley Act, Management, Change Management, Risk Management, Business Process, Financial Risk, CRM, SOX 404, US GAAP, COBIT, ERP, Information Technology, IT Controls, SSAE 16, Auditing, Business Planning, Assurance, Security, SAS70, Internal Controls, Insurance, Financial Reporting, Analysis, External Audit, Enterprise Risk..., Sarbanes-Oxley, Process Improvement, Consulting, Governance, Business Process..., Accounting, Risk Assessment, Process Engineering, Financial Analysis, Business Analysis, COSO, Information Security, Internal Audit, ITGC, Information Security..., Training, Project Portfolio..., CISA
Education
Georgia State University 1995 — 1997
MBA, MIS
Emory University 1988 — 1992
BA
Holland Hall 1984 — 1988
BASF December 2007 - Present
Accume Partners 2003 - 2007
Verizon Wireless 2001 - 2003
Telcordia Technologies 2000 - 2001
Accenture 1994 - 1999
Skills
Process Improvement, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Audit, Financial Analysis
Education
Rutgers University-New Brunswick 1990 — 1994
Firstrust Bank January 2012 - Present
Accume Partners March 2009 - January 2012
Relevante October 2005 - February 2009
Chrysler Financial March 2003 - September 2005
Adecco November 1997 - January 2003
Travel One (American ExpressOne) September 1995 - October 1997
Rosenbluth International June 1992 - September 1995
Skills
Employee Relations, Performance Management, Coaching, Benefits, Compensation, Employee Benefits, Deferred Compensation, Leadership, HR Policies, Talent Acquisition, Human Resources, Change Management, Training, Onboarding, Policy, Temporary Placement, Applicant Tracking..., Management, Sourcing, Organizational..., Talent Management, Business Development, Strategy, Recruiting, Personnel Management, Succession Planning, Employee Engagement
Education
University of Phoenix 2000 — 2003
MAOM, Organizational Mgmt
Cabrini College 1988 — 1992
Bachelors, English/Communications & Psych
BNY Mellon Bank March 2014 - Present
Wells Fargo Bank April 2011 - February 2012
PWC October 2010 - December 2010
US Government March 2010 - April 2010
Bank of Tokyo Mitsubishi UFJ June 2004 - April 2009
Accume Partners 2003 - 2004
Banco Santander 2001 - 2003
Sumitomo Mitsui Banking Corporation (SMBC) 1999 - 2001
Societe Generale Bank, New York, NY 1998 - 1999
Johnson & Johnson 1994 - 1998
Skills
Auditing, IT Audit, Internal Audit, Risk Assessment, Management, Sarbanes-Oxley Act, Disaster Recovery, Leadership, Business Continuity, Finance, Team Leadership, Sarbanes-Oxley, Software Documentation, Risk Management, Information Security, Quality Assurance, Change Management, Enterprise Risk..., CISA, Financial Audits, Business Process..., Governance, Information Security..., COSO, AML, Operational Risk..., Financial Risk, Banking, COBIT, Operational Risk, Information Technology, Fraud, Internal Controls, Financial Services, Executive Management, Business Process, Business Continuity...
Education
New Jersey City University 1990 — 1996
Bachelor of Science, Computer Science
Astoria Bank November 2011 - Present
Accume Partners November 2005 - January 2010
Jefferson Wells (now Experis) August 2004 - November 2005
The Outsourcing Partnership (now Accume Partners) November 2002 - August 2004
Bethpage Federal Credit Union September 1991 - July 2002
Shearson Lehman Brothers (now Morgan Stanley Wealth Management) 1989 - 1991
Seaman's Bank for Savings (now JPMorgan Chase) 1988 - 1989
Richmond Hill Savings Bank (now Capital One) 1984 - 1988
The Lincoln Savings Bank, FSB (now JPMorgan Chase) 1982 - 1984
Skills
Enterprise Risk..., Internal Audit, SOX, Certified Internal..., Certified Fraud Examiner, CISA, Notary Public, Compliance, Audit, Risk, Risk Management, Banking, Internal Controls, Compliance Audits, Operational Risk..., COSO, Auditing, Risk Assessment, Fraud, Accounting, Operational Risk, Financial Institutions, Quality Auditing, Financial Risk, Sarbanes-Oxley Act, Financial Services, Management, Finance, Sarbanes-Oxley, Variance Analysis, US GAAP, Assurance, Loans, SEC filings, Financial Statements
Education
Saint Joseph's College 2004 — 2007
Master of Science (MS), Organizational Management, A
Long Island University, C.W. Post Campus 1978 — 1983
Bachelor of Science (BS), Accounting
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Pegasystems October 2013 - Present
Antenna Software (acquired by Pegasystems October 2013) August 2011 - Present
Antenna Software April 2007 - July 2011
Accume Partners August 2006 - March 2007
PricewaterhouseCoopers August 2005 - August 2006
Unicast February 1999 - May 2004
American Management Systems August 1996 - February 1999
Skills
Mobile Technology, Web Technologies, Mobile Applications, Mobile Devices, Agile Methodologies, SaaS, Enterprise Software, Software Project..., Cloud Computing, Start-ups, Software Development, Business Analysis, Project Management, SDLC, Services Revenue Growth, Project Portfolio..., Forecasting, Pre-sales, Cross-functional Team..., Management, Vendor Management, Requirements Analysis, Professional Services, Strategic Partnerships, Process Improvement, Testing
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2005
MBA, Accounting
Columbia University in the City of New York 1992 — 1996
BS, Mechanical Engineering
Yeshivah of Flatbush 1988 — 1991
Accume Partners May 2014 - Present
Irvings Roth & Rubin PLLC March 2013 - December 2013
Vakif Bank May 2012 - September 2012
Skills
Accounting, Team Management, Team Leadership, QuickBooks, Bank Reconciliation, Public Speaking, Accounts Payable, Risk Management, Management, Financial Statements, Event Management, Bookkeeping, Tax Preparation, Quality Control, Internal Audit, Banking, Internal Controls
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Financial Outsourcing Solutions April 2013 - Present
Accume Partners November 2012 - April 2013
The CIT Group August 2008 - October 2012
Covanta Energy 2007 - 2008
J H Cohn, LLP December 2003 - March 2007
Wachovia Corp October 1990 - December 2003
Skills
Risk Assessment, Business Continuity..., Risk Management, Financial Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Continuity, Governance, Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Information Security, Information Security..., Disaster Recovery, Accounting, Sarbanes-Oxley, Financial Audits, Banking
Education
Ramapo College of New Jersey 1976 — 1980
BA, Economics/Accounting
Continental National Bank May 2003 - Present
Accume Partners February 2001 - May 2003
BankAtlantic September 1997 - February 2001
Republic National Bank September 1993 - September 1997
Skills
Internal Controls, Internal Audit, Auditing, Financial Risk, Accounting, Finance, Financial Audits, Fraud, Process Improvement, Management, Quality Auditing, Enterprise Risk..., AML, Risk Assessment, Due Diligence, Anti Money Laundering, Banking
Education
Nova Southeastern University 1995 — 1997
MBA, Accounting and Finance
Florida State University - College of Business 1988 — 1992
Bachelor of Science, Finance
Wolf & Company, P.C. May 2007 - Present
Accume Partners January 2005 - May 2007
Grant Thornton 1998 - 2004
Education
Fitchburg State University
Accume Partners January 2012 - Present
Credit Suisse January 2007 - December 2011
KPMG 1996 - 2007
AIG January 1994 - 1996
Chemical Bank 1992 - 1994
Peat Marwick Mitchell LLP 1990 - 1992
Skills
Risk Management, Governance, Enterprise Risk..., Internal Audit, Strategy, Information Technology, Management Consulting, IT Audit, Financial Services, Internal Controls, Financial Risk, IT Management, Management, Information Security, Program Management, Sarbanes-Oxley Act, Business Continuity, Project Portfolio..., Banking, Finance, Managerial Finance, Leadership, Project Accounting, Business Process..., IT Strategy, Project Delivery, Dodd-Frank, Business Process..., Due Diligence, Derivatives, Analysis, IT Portfolio, SSAE16, Team Management, Auditing, Change Management, SSAE 16, sailing, Chartering
Education
New York University - Leonard N. Stern School of Business
MBA, Management Information Systems
Baruch College 1986 — 1990
BBA, Economics
Corporate Synergies November 2012 - Present
Premier Designs August 2011 - August 2015
US LBM Holdings April 2012 - November 2012
ICS Risk Advisors June 2009 - December 2011
DiPietro Marketing Group February 2009 - June 2009
General Floor Industries, Inc. April 2006 - January 2009
Accume Partners March 2004 - April 2006
Premier Research Group 2001 - 2004
The Computer Place Unlimited January 1998 - June 2000
Skills
Budgeting, Business Strategy, Blogging, Coaching, Copywriting, Excel, Editing, Event Planning, Event Management, Internet, Team Leadership, Microsoft Office, Online Marketing, Social Media, Newsletters, Social Networking, New Business Development, Organizing, Optimization, Outlook, PowerPoint, Strategic Planning, Quality Assurance, QuarkXPress, Retail, SEO, User Experience, Visio, Vendor Management, Word, Writing, Windows, Product Marketing, Marketing Communications, Direct Marketing, Email Marketing, Internal Communications, SEM, Social Media Marketing, Social Psychology, Brand Awareness, Brand Communication, Corporate Branding, Team Management, Vertical Response, WebEx, Marketing Strategy, Press Releases, Microsoft Word, Microsoft Excel
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Certificate, Strategic Marketing Excellence Program
Rowan University 2004 — 2005
MBA, to be completed
Washington College 1994 — 1998
BA, Psychology/Business Administration
Eastern Regional High School 1990 — 1994
Accume Partners September 2005 - Present
Omicron July 2000 - May 2005
Becket & Lee 2002 - 2005
ClubSystems Group 1998 - 2000
Diamond Management Systems 1995 - 1998
Skills
Risk Management, Integration, Access, Oracle, Disaster Recovery, Software Documentation, Security, Infrastructure, IT Audit, Vendor Management, Software Development, Program Management, Process Improvement, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, Governance, Internal Audit, COSO, Banking, Change Management, CISA, Auditing, Management, SDLC, Business Continuity, SAS70, COBIT, Information Security..., Business Process, Sarbanes-Oxley, Network Security, Information Security, PCI DSS, GLBA, IT Risk Management, ISO 27001, Operational Risk..., Information Technology, CRISC, SOX 404, IT Strategy, Vulnerability Assessment, Financial Risk, Business Process...
Education
Drexel University
TD February 2015 - Present
TD May 2014 - Present
TD June 2013 - Present
TD October 2012 - Present
TD Bank Group February 2012 - Present
Robert Half Management Resources December 2011 - March 2012
Accume Partners August 2011 - December 2011
Piscataqua Savings Bank 2006 - 2010
State of NH Banking Department 2002 - 2006
Bureau of Traffic 2000 - 2002
Skills
Regulatory Reporting, Interest Rate Risk..., Investments, Auditing, Treasury Management, Governance, Liquidity Management, Corporate Finance, Strategic Financial..., Finance, Portfolio Management, Credit Risk, Financial Reporting, Credit Analysis, Internal Controls, Information Security, Loans, Internal Audit, Process Improvement, Management, Risk Management, Analysis, Risk Assessment, Leadership, Financial Modeling, Financial Risk, Sarbanes-Oxley Act, Basel II, Enterprise Risk..., Business Process..., Due Diligence, Cash Flow, Budgets, Accounting, Banking, Financial Analysis, Managerial Finance, Executive Management, Financial Accounting, Sarbanes-Oxley, US GAAP, Hyperion Enterprise, Variance Analysis, Account Reconciliation, Business Analysis, General Ledger, Essbase
Education
Southern New Hampshire University 1999 — 2001
Bachelors, Accounting
Philadelphia Biblical University 1994 — 1997
Pre-Seminary
Concord Christian High School 1988 — 1992
Diploma, College Prep
Xun Energy, Inc. (OTC:BB:XNRG) June 2011 - Present
Carter Creek Project June 2010 - December 2011
Xun Xolar 2009 - 2010
MineCore (formerly AGDM) 2003 - 2010
Santa Clara Valley Transportation Authority April 2007 - December 2008
Accume Partners October 2006 - February 2007
Skills
Mining, Oil, Construction, Energy, Transportation, Strategic Planning, Mergers, Business Strategy, Budgeting, Start-ups, Change Management, Financial Reporting, Business Planning, Management Consulting, Restructuring, Strategy Development, Contract Negotiation, Compliance, Manufacturing, Due Diligence, Budgets, Petroleum, Negotiation, Investments, Analysis, Mergers & Acquisitions, Executive Management, Finance, Leadership, Management, Strategy, Private Equity, Team Building, Operations Management, Risk Management, Public Companies, Investor Relations, IPO, Financial Modeling, Procurement, Auditing, Policy, Project Planning, Financial Analysis
Education
Institute of Internal Auditors (CIA) 1978 — 1988
CIA, Internal Audit
Certified General Accountants Association of Canada (CGA) 1980 — 1985
CGA, Accounting
Red River College 1973 — 1975
Bus. Admin., Accounting
The Coca-Cola Company July 2010 - Present
Soccer in the Streets October 2008 - Present
IIA 1999 - Present
Tatum LLC July 2010 - June 2011
UHY Advisors March 2006 - April 2010
Accume Partners October 2005 - February 2006
Dixon Hughes September 2003 - October 2005
Ernst & Young October 1999 - August 2003
Citizens Financial Group January 1998 - September 1999
Citizens Financial Group December 1995 - January 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Analysis, Sarbanes-Oxley, Internal Audit, Enterprise Risk..., Auditing, Due Diligence, Risk Assessment, SEC filings, Financial Reporting, Process Improvement, Accounting, IT Audit, COSO, Banking, Management, Analysis, Finance, Budgets, Leadership, Managerial Finance, Financial Services, Financial Audits
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BS, Finance
Accume Partners May 2009 - Present
Fujitsu Consulting April 2006 - May 2009
Telcordia Technologies June 1995 - March 2006
Skills
Financial Reporting, Accounting, Process Improvement, Finance, Forecasting, Management, Financial Analysis, Analysis, Internal Controls, Budgets, Revenue Recognition, Cash Flow, Business Process..., Managerial Finance, Change Management, Auditing, Internal Audit, Leadership, Hyperion Enterprise, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Stevens Institute of Technology 1999 — 2002
MS, Information Systems
Rutgers University-New Brunswick 1991 — 1995
BA, Finance
West Virginia University
Sheshunoff Consulting + Solutions September 2010 - Present
Sheshunoff Consulting + Solutions September 2010 - Present
Accume Partners September 2008 - March 2009
Bank of New York Mellon February 2005 - February 2008
BANK OF NEW April 1994 - February 2005
Bank of New York April 1994 - January 2005
Education
Iona College
BBA, Managerial Accounting
Iona College
BBA, Managerial Accounting
Capital One Bank 2010 - Present
Bank of Tokyo 2007 - 2010
Accume Partners January 2006 - January 2007
General Motors/GMAC October 2004 - January 2006
Bank of America July 2003 - October 2004
Lehman Brothers Bank August 1999 - June 2003
Lehman Brothers 1999 - 2003
Asahi Bank February 1997 - July 1999
JP Morgan February 1985 - December 1996
JPMorgan Chase 1985 - 1996
Skills
Banking, Risk Management, Leadership, Finance, Enterprise Risk..., Auditing, Investment Banking, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Enterprise Software, IT Audit, Asset Management, Integration, Loans, Internal Controls, Process Improvement, Governance, Due Diligence, Derivatives, Outsourcing, Disaster Recovery, Financial Services, Insurance, Fixed Income, Team Leadership, Compliance, Management, AML, Equities, Operational Risk, COSO, Accounting, Operational Risk..., Financial Analysis, Financial Reporting, Capital Markets, Retail Banking, Fraud, Corporate Governance, Financial Audits
Education
Rider University 1976 — 1977
Mercer County Community College 1974 — 1975
German
Mercer County Community College 1970 — 1974
German
Pfeiffer University 1970 — 1974
BA, Accounting
TD Bank January 2014 - Present
TD Bank December 2010 - December 2013
Accume Partners July 2010 - December 2010
SMART Business Advisory and Consulting May 2007 - March 2009
Smart & Associates, LLP April 2004 - May 2007
Siegelaub, Lieberman & Associates PA January 2003 - April 2004
Skills
Quickbooks, Excel, Microsoft Money, Internal Audit, SOX, Enterprise Risk..., Due Diligence, Insurance, Financial Reporting, Auditing, Accounting, Internal Controls, General Ledger, Financial Analysis, Financial Accounting, Risk Management, Word, Visio, Microsoft Office, Indirect Lending/Auto..., Sarbanes-Oxley Act, Management, Microsoft Excel, Microsoft Word, QuickBooks
Education
Florida Atlantic University 2001 — 2002
BA, Accounting, Business
Honeywell Aerospace May 2012 - Present
EMS Technologies (Now a part of Honeywell) June 2010 - May 2012
Accume Partners July 2004 - June 2010
National Landscaping January 2003 - June 2004
Fairfield Resorts August 2002 - November 2003
Hurley Practice Management 1995 - 1997
Skills
Leadership, GAAP, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Variance Analysis, Auditing, Internal Audit, Managerial Finance, Financial Reporting, Accounting, Management, Cost Accounting, Forecasting, Finance, Process Improvement, Financial Audits, Analysis, Business Process..., Budgets, Financial Statements, Enterprise Risk..., Revenue Recognition, Accounts Payable, Risk Assessment, External Audit, US GAAP, Account Reconciliation, Consolidation, SEC filings, Strategic Planning, Audit, Corporate Governance, Compliance, Risk Management, Compliance Audits, SOX, Risk, Financial Control, Tax, Fraud, Governance, SEC reporting, Compliance Management, Financial Accounting, Consulting, Payroll, General Ledger, Human Resources
Education
Davenport University 1991 — 1997
Bachelor of Business Administration (BBA), Accounting and Business/Management
imortgage February 2015 - Present
imortgage February 2013 - Present
Wells Fargo September 2011 - November 2011
Ally Financial Inc. December 2010 - May 2011
Accume Partners June 2010 - November 2010
Stonebridge Bank January 2008 - October 2009
The CIT Group April 2005 - September 2007
The CIT Group December 2002 - March 2005
Citizens Bank July 2001 - December 2002
Skills
Credit, Compliance, Risk Management, Financial Analysis, Banking, Credit Risk, Internal Audit, Underwriting, Process Improvement, Credit Analysis, Auditing, Loans, Due Diligence, SOX, Mortgage Banking, Policy, Operations Management, Mortgage, Mortgage Lending, Sarbanes-Oxley Act, Cash Management, Accounting, Internal Controls, Leadership, Management, Analysis, Mergers & Acquisitions, Executive Management, Investments, Business Analysis, Finance, Team Building, Financial Risk, Insurance, Software Documentation, Portfolio Management, CRM, Financial Services, Accounts Payable, Consumer Lending, Residential Mortgages, Commercial Lending, Commercial Banking, Refinance, Small Business Lending, Loss Mitigation, Mortgage Underwriting, Retail Banking, Commercial Mortgages, Construction Loans
Education
Delaware County Community College 1995 — 2001
2 Year, Business Adminstration
Academy Park High School 1993 — 1995
Highschool Diploma, General Studies
IT, Information Security and Data Privacy Solutions February 2015 - Present
Accume Partners March 2014 - February 2015
EHS Technologies January 2013 - February 2014
GDIT Government Contracting January 2009 - January 2013
General Dynamics Information Technology November 2007 - January 2013
Lockheed Martin September 2003 - November 2007
Providence College Computer Services January 2000 - May 2003
Skills
Active Directory, Network Security, Servers, VMware, Information Technology, Networking, Security+, DNS, System Administration, Information Security, CISSP, SharePoint, XP, Integration, Operating Systems, DHCP, Windows Server, Microsoft Exchange, TCP/IP, Troubleshooting, Microsoft Certified..., Cisco Technologies, IT Management, Data Center, Group Policy, VMware ESX, MCSA, SCCM, Network Administration, Microsoft Certified..., Microsoft Technologies, MBA, McAfee Antivirus, Computer Security, Cloud Computing, Information Assurance, ITIL, Databases, MCSE, Project Management, Disaster Recovery, WSUS, McAfee, Virtualization, Vulnerability Assessment, Vulnerability Management, Enterprise Architecture, Risk Management, Business Development, IT Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2012
MBA, Executive MBA
Providence College 1999 — 2003
B.S., Management Information Systems
Malvern Preparatory School 1995 — 1999
Lutheran Social Ministries July 2013 - Present
Ewing Financial Services February 1991 - Present
Accume Partners November 2007 - August 2012
Park Hyatt Philadelphia September 2003 - November 2007
Wissinoming Vol Ambulance & Burholme First Aid 1990 - 1999
Nannette Manufacturing Co. August 1988 - October 1990
Skills
Financial Reporting, Accounting, Financial Accounting, Payroll, General Ledger, Internal Controls, Account Reconciliation, Financial Statements, Individual Tax Return..., Corporate Tax Return..., Quarterly Payroll Tax..., Sales & Use Tax Return..., LLC Annual Reporting..., Proficient User -..., Average User -..., Proficient User -..., Proficient User -..., New User - Microsoft..., New User - WordPress..., Series 63 Uniform..., Series 6 Investment..., Accounts Payable, Tax Preparation, Cash Flow, Revenue Recognition, Payroll Taxes, Journal Entries, Fixed Assets
Education
La Salle University 1979 — 1988
Bachelor of Science (B.S.), Accounting, 3.38
Northeast Catholic High School 1975 — 1979
Academic, Accounting and Finance
PricewaterhouseCoopers LLP 2013 - Present
EMC 2010 - 2013
Risk and Regulatory Compliance 2009 - 2010
Accume Partners February 2008 - March 2009
Ernst & Young 2004 - 2008
Fidelity Investments 2004 - 2007
John Hancock Financial Services, Inc. / Guaranteed Structured & Financial Products February 2004 - March 2005
John Hancock Signature Services, Inc. February 2000 - February 2004
Professional Staffing Group June 1999 - February 2000
MANAGEMENT BUSINESS CONSULTING, Vienna, Austria September 1989 - June 1999
Skills
Process Improvement, Financial Risk, Risk Management, Project Management, Internal Controls, Risk Assessment, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Fraud, Operations Management, Sales, Information Technology, Information Security..., Records Management, IT Audit, Anti Money Laundering, Regulatory Requirements, IT Solutions, IT Operations, IT Service Management, IT Infrastructure..., IT Infrastructure Design, Derivatives, GIPS Compliance, Strategy, Operational Risk..., Market Risk, Credit Risk, Basel III, Basel II, Dodd-Frank, PCI DSS, GLBA, FINRA, Data Privacy, Privacy Regulations, Privacy Compliance, Business Process, Security, Business Continuity, Financial Services, Internal Audit, Big Data, Cloud Security
Education
Suffolk University - Sawyer School of Management 2002 — 2004
Master of Business Administration (MBA), Finance, A
Northeastern University 1999 — 2001
BA, Psychology
University of Vienna 1992 — 1996
Master’s Degree, International Law and Legal Studies, 4.0
TotalBank March 2010 - Present
Accume Partners November 2001 - March 2010
Banco Popular North America February 1989 - August 1999
First Fidelity Bank, Newark, NJ 1986 - 1989
city federal 1984 - 1986
Education
New Jersey Institute of Technology 1996 — 1997
MS, Information Systems Management
Seton Hall University 1975 — 1980
BS, Accounting
Seton Hall University 1975 — 1980
bs, accounting
The Naik Group June 2013 - Present
Rich Goldstein, CPA 1995 - Present
Accume Partners October 2008 - March 2013
Control Point Associates 2007 - 2008
The Brunetti Organization 2006 - 2007
Maitra Associates 1995 - 2005
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Auditing, Finance, Financial Reporting, Financial Accounting, Internal Audit, GAAP, Risk Management, Budgets, Management, Accounting, Financial Analysis, Due Diligence, Mergers & Acquisitions
Education
Queens College 1975 — 1979
BA, Accounting/Economics
Richard Goldstein 1975 — 1979
Bachelor of Arts (B.A.), Accounting/Economics
AutoNation September 2014 - Present
Rosetta Stone March 2012 - September 2014
Jonathan Wolfe Consulting March 2011 - March 2012
Gibraltar Private Bank & Trust January 2009 - March 2011
LNR Property Corporation March 2008 - January 2009
Accume Partners 2002 - 2008
Ernst & Young April 1999 - April 2002
KPMG Audit September 1995 - March 1999
Skills
Banking, Information Technology, Wealth Management, Mortgage Banking, CRM, Internet Banking, Facilities Management, Merchant Services, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Financial Analysis, Financial Reporting, Cash Management, Financial Risk, Due Diligence, IT Audit, Sarbanes-Oxley, Mergers, Operational Risk..., Treasury Management, Strategic Financial..., Fraud, Training, Business Process..., Corporate Governance, Financial Services, Mergers & Acquisitions, Operational Risk, Risk Management, Process Improvement, Internal Controls, Strategy, Executive Management, Risk Assessment, Auditing, Leadership, Analysis, Finance, SEC filings, Budgets, Management, Accounting, SEC Filings
Education
Drexel University - LeBow College of Business 1991 — 1995
BS, Finance and Accounting
Roch Capital April 2014 - July 2015
Fiberlink, an IBM company March 2013 - April 2014
American Driveline Systems Inc. (Parent of AAMCO and Cottman Transmissions) July 2011 - December 2012
Asset International / Case Interactive Media November 2008 - December 2010
Orthovita, Inc. November 2006 - June 2008
Accume Partners February 2006 - November 2006
PDI, Inc. 1998 - 2006
TVG (acquired by PDI in 1999) 1998 - 1999
Disney - Capital Cities/ABC 1988 - 1998
Skills
Great Plains, JD Edwards, Accpac, SOX, Compliance, Internal Audit, Consolidation, Process Engineering, Financial Reporting, Accounting, Budgeting, Internal Controls, Mergers, Process Improvement, Forecasting, Audit, Financial Analysis, Strategic Planning, Financial Planning, Excel, GAAP, Access, PeopleSoft, Financial Management, Due Diligence, Risk Management, Revenue Recognition, General Ledger, Financial Accounting, Cash Management, Start-ups, Tax, Payroll, Restructuring, SEC filings, Auditing, Sarbanes-Oxley Act, Budgets, Managerial Finance, Microsoft Excel, Microsoft Word, Great Plains Software, Cash Flow, Financial Modeling, Income Statement, Acquisition Integration, Leadership, Sarbanes-Oxley, Management, Executive Management
Education
Widener University 1978 — 1980
MBA, Finance
La Salle University 1973 — 1977
BA, Criminal Justice
Cardinal O'Hara
FIS Global May 2008 - Present
RSM McGladrey June 2007 - May 2008
Accume Partners March 2002 - June 2007
Robert Half International June 1997 - March 2002
Skills
Compliance, SOX, Risk Management, Internal Audit, Risk, Compliance Management, AML, Enterprise Risk..., Risk Assessment, Risk Mitigation, Banking, Compliance Audits, Auditing, Operational Risk..., Bank Secrecy Act, New Business Development, Financial Risk, Sarbanes-Oxley Act
Education
Marist College 1993 — 1997
BS, Business: Marketing
Acuity Partners Business Consulting January 2011 - Present
Project Management Institute March 2008 - February 2011
Linwood Center, Inc. March 2009 - January 2011
Institute of Internal Auditors November 2006 - November 2008
Accume Partners 2006 - 2008
Comcast October 2003 - March 2006
Sequel 2002 - 2003
EDS January 2000 - January 2002
Education
The Johns Hopkins University - Carey Business School 1992 — 1996
MSB, Business Management
Notre Dame of Maryland University 1983 — 1987
BA, Management/Marketing
University of Maryland Baltimore County
New Holland Apparel May 2012 - Present
Institute of Internal Auditors June 2011 - May 2012
AC Lordi May 2008 - May 2012
Institute of Internal Auditors October 2006 - May 2011
Accume Partners July 2004 - May 2008
Miller Brewing Company April 2002 - July 2003
SKF October 1977 - April 2001
Education
Drexel University - College of Business and Administration 1971 — 1976
Bachelor of Science (B.S.), Accounting
Bishop Eustace Prep School
JPMorgan Chase May 2014 - Present
ICS Risk Advisors July 2012 - October 2012
Bank of East Asia August 2011 - September 2011
Commerzbank June 2010 - August 2010
Promontory Financial Group, LLC October 2007 - June 2010
BNL BNP Paribas May 2006 - September 2007
Accume Partners July 2005 - December 2005
Skills
Compliance, AML, Auditing, OFAC, USA PATRIOT Act, Due Diligence, Policy, Documentation, Internal Audit, Banking, Internal Controls, Bank Secrecy Act, Credit Risk, BSA, Credit, KYC, Compliance Audits, Excel, Microsoft Office, PowerPoint, Word, Spanish, Loans, Microsoft Excel, Anti Money Laundering
Education
City University of New York-Herbert H. Lehman College 1982 — 1985
B.A,, Economics
Strategic Solutions Advisors, LLC February 2013 - Present
Accume Partners September 2011 - February 2013
DeSales-St.Charles-Anthony August 2010 - August 2011
Career Transition January 2009 - August 2011
Rowland & Solly Advisors August 2010 - July 2011
Bank of New York Mellon June 2007 - January 2009
Sovereign Bank 2005 - 2007
First Keystone Bank September 1996 - June 2005
First Sterling Bank 1987 - 1993
Industrial Valley Bank 1982 - 1987
Skills
General Banking, Private Wealth..., Credit, Risk, Private Banking, Loans, Credit Analysis, Credit Risk, Banking, Cash Flow, Valuation, Cash Management, Risk Management, Treasury Management, Commercial Banking, Financial Risk, Small Business Lending, AML, Financial Institutions, Wealth Management..., Finance, Corporate Finance, Management, Capital Markets, Relationship Management, Due Diligence, Portfolio Management, Leadership, Financial Services, Investments, Loan Origination, Business Development, Wealth Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Underwriting, Strategy, Mortgage Lending, Strategic Financial..., Asset Management, Internal Audit, Mutual Funds, Derivatives, Enterprise Risk..., Financial Structuring, Executive Management, Asset Based Lending, Retail Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 1981 — 1984
MBA, Banking and Finance
Saint Joseph's University - Erivan K. Haub School of Business 1972 — 1976
B.S., Food Marketing
Father Judge High School 1968 — 1972
Bank of the West / BNP Paribas Group June 2013 - Present
Royal Bank of Scotland October 2011 - June 2013
RBS Citizens Financial Group, Inc. October 2006 - October 2011
Accume Partners March 2004 - September 2006
Kilclare Software November 2000 - March 2004
Deloitte January 1996 - November 2000
Office of the Comptroller of the Currency April 1991 - January 1996
BankBoston March 1984 - April 1991
Skills
Financial Risk, Risk Management, Enterprise Risk..., Banking, Operational Risk, Financial Services, Internal Audit, Credit, Portfolio Management, Auditing, Governance, Credit Risk, Finance, Financial Institutions, Operational Risk..., Litigation Support, Financial Modeling, Capital Markets, Loans, AML, Basel II, Commercial Banking, Fraud, Internal Controls, Risk Assessment, Strategy, CCAR, Stress Testing, Capital Management, Risk and Control..., Risk Appetite
Education
University of Massachusetts Boston 1980 — 1984
BA, French, Education, Linguistics
University of Wisconsin-Milwaukee - Lubar School of Business 1988 — 1990
Certificate, Audit
Université Sorbonne (Paris VII) 1982 — 1983
Superior Certificate, French
Université de Montréal 1982 — 1982
Certificate, French
Bentley University 1995 — 1997
Coursework, Accounting
Seaton Hall Law School 2015 — 2017
Masters of Science in Jurisprudence (MSJ), Financial Services Regulation, Deferred enrollment
Accume Partners July 2004 - Present
Process Plus Inc September 1996 - Present
JDS Uniphase Corporation November 2000 - April 2004
Honeywell March 1993 - September 2000
Air-Shields Vickers August 1989 - February 1993
Honeywell December 1980 - July 1989
Fischer & Porter (ABB) September 1978 - December 1980
IBM Corporation (Lockheed Martin) July 1973 - August 1978
Skills
IT Audit, Risk Assessment, CISA, Sarbanes-Oxley Act, Security, Information Security, Disaster Recovery, Internal Audit, Enterprise Risk..., Business Process..., Financial Risk, PCI DSS, Banking, Internal Controls, COBIT, Product Development, ISO 27001, Manufacturing, CRISC, Compliance, Corporate Governance, Penetration Testing, RF, Organizational..., CMM, CMMI, Restructuring, CGEIT, DLP, FFIEC, Computer Forensics, Operational Efficiency, Tax, CEH, AML Model Validation, ISO/IEC 17024, Re-engineering, Mixed Signal, Signal Processing, Embedded Systems, Tax Strategies, Compliance Management, Data Loss Prevention, ERM, GCR, Gas Pipeline Security, Fraud Prevention, Card Security
Education
Carnegie Mellon University 2000 — 2004
SEI Assessor, CBA-IPI CMM & SCAMPI CMMI, Software Engineering (SEI)
Ashridge Business School 1992 — 1992
Executive Management
Drexel University 1978 — 1982
MSEE, Digital Signal Processing, Numerical Methods
Penn State University 1969 — 1973
BSEE, Electrical, Analog Design, Computer Science
Central High School of Philadelphia 1967 — 1969
Honorary BA, Science
Accume Partners 2005 - Present
Kiwanis Club January 2003 - Present
Brookside Country Club 2007 - 2011
Bytescreen March 2005 - August 2005
LeTip International 2002 - 2005
AccessEdocs 2000 - 2005
SETS 1995 - 2002
Skills
CISA, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, SAS70, Risk Assessment, PCI DSS, Internal Audit, Sarbanes-Oxley, Business Continuity, COBIT, Governance, Auditing, Management, Financial Risk, Internal Controls, Security, COSO, Risk Management, Operational Risk..., Information Security, CRISC, ISO 27001, Information Security..., Fraud, Operational Risk, Information Technology, IT Risk Management, SOX 404, CISSP, Banking, SOX Compliancy, AML, Assurance, Accounting, GLBA, Access Lists, Disaster Recovery, Program Management, Penetration Testing, Computer Security, Software Documentation, Analysis, Leadership, Strategic Planning, Project Management, Team Building, Process Improvement
Education
Kutztown University of Pennsylvania 1974 — 1980
BS, Mathematics and Computer Science
Beaver College 1980 — 1982
Post Graduate work, Information Sciences
Emmaus High School 1964 — 1970
HS, Math
CohnReznick February 2011 - August 2015
Independent Consultant August 2009 - January 2011
J.H. Cohn LLP November 2005 - July 2009
Accume Partners November 2004 - November 2005
AT&T 1990 - 2004
Skills
Training, Research, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Accounting, Financial Reporting, GAAP, Financial Analysis, IT Audit, Sarbanes-Oxley, Financial Accounting, General Ledger, Enterprise Risk...
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1990
MBA, Finance
Fairfield University 1978 — 1982
BA, English Literature
BlumShapiro June 2015 - Present
CohnReznick January 2012 - May 2015
McGladrey February 2011 - January 2012
Accume Partners March 2006 - February 2011
Skills
Business Process..., Auditing, Internal Audit, Internal Controls, Accounting, CRM, Portfolio Management, Analysis, Tax, Private Client Tax..., Management Consulting, Business Valuation, Local Government, Private Equity, Succession Planning, Business and Technology...
Education
Boston College
Bachelor of Science (B.S.), Marketing
Boston College
Delta Community Credit Union October 2014 - Present
Strategic Business Consulting, LLC July 2009 - September 2014
UHY Advisors August 2012 - November 2013
Accretive Solutions 2010 - 2012
Accume Partners May 2004 - June 2009
Resources Connection, Inc. July 2003 - May 2004
Heidelberg Americas Inc. February 2000 - March 2003
Heidelberg Publishing Systems, Inc. (formerly Linotype-Hell Company) January 1997 - January 2000
Ultre Division January 1989 - January 1997
Esprit Systems, Inc January 1985 - January 1989
Skills
MS Office Suite, MS Project, MS Visio, Methodware ProAudit..., Auto-Audit, Teammate, MS Access, SharePoint, Internal Audit, Internal Controls, Process Improvement, Gap Analysis, Enterprise Risk..., Operational Risk..., SOX Compliance, Control Rationalization, Sarbanes-Oxley Act, Visio, Integration, Management Consulting, Sarbanes-Oxley, Project Planning, Control Theory, TeamMate, IT Audit, Microsoft Office, Access, Risk Assessment, Auditing, Business Process..., Accounting, Finance, Financial Reporting, Analysis, Financial Risk, Change Management
Education
LIU Post 1977 — 1979
Accounting (Bachelor of Science; Bachelor of Science, Accounting
Chaminade High School
Accume Partners March 2014 - Present
Kearny Federal Savings Bank September 2009 - Present
Metuchen Savings Bank 1999 - 2009
Skills
Bank Secrecy Act, AML, Policy, OFAC, USA PATRIOT Act, Compliance Regulations, Procedure Manuals, Customer Service..., PowerPoint, Operational Risk..., Consumer Lending, Banking, Operational Risk, Loans, Financial Risk, Financial Services, Microsoft Office, Fraud, Training, Risk Management, Financial Institutions, Anti Money Laundering, Compliance, Enterprise Risk..., Fair Housing, Risk Assessment
Education
Saint Peter's University 1985 — 1989
Varian Medical Systems July 2015 - Present
HIMSS June 2014 - Present
John Muir Health November 2014 - May 2015
Precyse Solutions, Healthcare Information Management March 2012 - October 2014
Seacoast National Bank May 2010 - April 2012
FDC Associates, LLC 2006 - 2012
Oasis Outsourcing 2006 - 2012
Accume Partners 2000 - 2006
Sumitomo Mitsui Banking Corporation 1997 - 2000
Bank of Tokyo-Mitsubishi 1996 - 1997
Skills
IT Risk, PCI DSS, IT Governance, CISA, Cyber Security, Information Security..., FFIEC, Information Assurance, Supply Chain Security, Cloud Computing, Business Continuity, Service Provider..., Enterprise Risk..., HIPAA, SAS70, CISM, CRISC, Policy Writing, Data Privacy, Data Leakage, EHR, Identity Management, DLP, SSAE 16, HITECH, Information Technology..., Social Media, Social Networking, SOC2, RFID applications, RTLS, RFID+, Security, Information Technology, ICD-10, CISSP, Risk Analysis, Network Security, ISO 27001, Risk Assessment, Risk Management, Vulnerability Management, Computer Security, Program Management, COBIT, Security Architecture..., Auditing, Business, Management, Information
Education
Harvard School of Public Health
Executive and Continuing Professional Education - Effective RIsk Communication -
Carnegie Mellon University - Tepper School of Business 1981 — 1982
Management
Tulane University 2007 — 2007
Corporate Governance
University of California, Santa Cruz 1975 — 1978
Bachelors, Economics and Bachelors Psychology
Jackson Cross Partners LLC January 2013 - Present
Jacquet Mid Atlantic September 2012 - January 2013
Accume Partners March 2005 - August 2012
Enterprise Rent A Car September 2004 - March 2005
Abrams, Foster, Nole & Williams, P.A September 2001 - August 2004
Skills
Microsoft Office, Financial Reporting, Process Improvement, Outlook, Microsoft Word, Microsoft Excel, Payroll, Accounts..., Cash Flow Statements, Bank Reconciliation, Word, Excel, Documentation, Resource Management, Time Management, Administrative Support, Schedules, Financial Analysis, Management, Human Resources
Education
Bucks County Community College 2004 — 2008
Liberal Arts; Education
Marywood University 2000 — 2001
M&T Bank October 2012 - Present
ADP January 2008 - March 2012
Accume Partners September 2004 - December 2007
Merrill Lynch September 2000 - September 2004
Johnson & Johnson 1985 - 1987
Skills
IT Audit, Enterprise Risk..., CISA, COBIT, Financial Risk, Auditing, Banking, Risk Management, Risk Assessment, Process Improvement, Accounting, Security, SAS70, Financial Analysis, Sarbanes-Oxley Act, Mergers, Internal Audit, Information Security, Financial Audits, Finance, External Audit, Due Diligence, Disaster Recovery, Information Technology
Education
Rider University
Bachelor of Science (BS), Accounting and Computer Science
Dell SecureWorks January 2015 - Present
TurnKey IT Solutions, LLC May 2014 - January 2015
Honeywell Global Security October 2011 - May 2014
EMS Technologies (now part of Honeywell) February 2007 - November 2011
Accume Partners February 2005 - February 2007
Experis, Accretive October 2003 - February 2005
IBM Internet Security Systems (formerly Internet Security Systems) 2001 - 2003
JDSU (formerly Acterna) 1998 - 2001
Georgia Pacific 1997 - 1998
Southern Polytechnic State University February 1992 - June 1997
Skills
Security, ERP, IT Security Audit, IT Audit, Oracle, Oracle E-Business Suite, PeopleSoft, SAP, SOX 404, DCAA, PCI DSS, CISA, CISSP, Information Security, Sarbanes-Oxley Act, Disaster Recovery, IT Management, Network Security, Internal Audit, Auditing, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Computer Security, Security Awareness, Information Technology, Project Management, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MS CIS, Computer Information Systems
Georgia Institute of Technology 1988 — 1991
BS, Applied Psychology
Benedictine Military School 1982 — 1985
Red Lion Controls January 2014 - Present
Caregiver December 2010 - December 2013
Ahold March 2005 - November 2010
Waypoint Bank March 2001 - February 2005
Accume Partners 1999 - 2001
Penn Forklift Services, Inc. 1997 - 1999
PBF Associates, Inc. 1996 - 1997
Financial Trust Corp 1992 - 1996
Ernst & Young 1988 - 1992
Skills
US GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley, Enterprise Risk..., IFRS, COSO, COBIT, FCPA, BSA/AML, HIPAA, External Audit, ERP
Education
Pennsylvania State University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Accume Partners June 2013 - Present
Financial Managers Society, Inc January 2010 - December 2013
Arundel Federal Savings Bank August 2001 - June 2013
H&R Block, Inc. January 2010 - April 2013
Anderson Associates, LLP (ParenteBeard, LLC) October 1999 - August 2001
Skills
Auditing, Internal Controls, CPA, Financial Analysis, Income Tax, Internal Audit, GAAP, Tax, Financial Reporting
Education
Lebanon Valley College 1994 — 1996
B.S, Accounting
Essextec February 2014 - Present
Hansen Consulting Group, llc January 2011 - February 2014
Wilmington Trust September 2009 - July 2011
Accume Partners 2008 - 2009
New Jersey Manufacturer Ins 2006 - 2008
American Water 2005 - 2006
Rohm and Haas Company 2000 - 2005
Rohm and Haas Company 1995 - 2005
Skills
IT Audit, CISA, Internal Audit, Security, Internal Controls, Information Technology, Sarbanes-Oxley Act, Business Process..., Budgets, Risk Assessment, Auditing, COBIT, Enterprise Risk..., Information Security..., SAS70, Business Continuity, Information Security
Education
Kean University - BS Comp Sci; NJIT - Masters Cert in eCommerce 1996 — 1999
Graduate Cert in eCommerce
Kean University 1990 — 1992
BS Comp Sci, Information Systems
(Independent) February 2011 - Present
NYMAGIC, INC. / Prosight Specialty Insurance 2005 - 2011
Accume Partners 2002 - 2005
Prudential Financial 1996 - 2002
Skills
Risk Management, Internal Audit, Sarbanes-Oxley, Financial Risk, Operational Risk, Project Management
Education
Boston University
MBA
Tufts University
BA
SNI Financial July 2008 - September 2008
Accume Partners August 2007 - September 2007
The Intersect Group May 2007 - June 2007
AccountantsOne January 2007 - April 2007
Callaway Partners LLC May 2004 - June 2006
Cabot Corporation 1997 - 2003
FDIC May 1990 - November 1994
Education
Northeastern University 1968 — 1973
B.S. - Business Admin., Finance
Accume Partners July 2004 - Present
Harte-Hanks, Inc. May 2002 - January 2004
Appsmall.com March 2000 - December 2001
JBA International - Computer Solutions Division March 1996 - January 2000
Solon Automated Services May 1985 - January 1996
ARAMARK CORP. April 1983 - May 1985
KPMG Peat Marwick June 1980 - March 1983
Skills
Management Consulting, Internal Audit, Restructuring, Start-ups, Financial Management, Sarbanes-Oxley, M&A, Due Diligence, Treasury Management, Auditing, Internal Controls, Enterprise Risk..., GAAP, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Strategy, US GAAP, Finance, Financial Analysis, Executive Management
Education
Rutgers, The State University of New Jersey-Camden
BA, Accounting
Eagle Pharmaceuticals, Inc. April 2015 - Present
Independent Consultant April 2011 - April 2015
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company April 2011 - November 2012
Ferring Pharmaceuticals June 2010 - March 2011
Ajilon Financial Solutions February 2008 - June 2010
Amper, Politziner & Mattia May 2005 - November 2007
Accume Partners July 2004 - May 2005
Cohn Consulting (A Division of J.H. Cohn LLP) January 2004 - July 2004
PricewaterhouseCoopers September 1998 - January 2004
Pearson January 1998 - September 1998
Skills
Internal Controls, Internal Auditing, Financial Reporting, Visio, Advanced Excel, PowerPoint, MS Access Application..., Systems Implementation, Project Management, Corporate Policies and..., Information Systems..., Change Management, SOX Compliance, Application Security, Enterprise Risk..., Technical Writing, Accounting Analysis, Account Reconciliation, Certified Public..., Sarbanes-Oxley Act, Accounting, Internal Audit, Access, Auditing, Business Strategy, PeopleSoft, ERP, Finance, Analysis, SAP, Process Improvement, IT Audit, Microsoft Excel
Education
Queens College 1978 — 1983
The Califonia Mushroom Farm October 2008 - December 2009
Luminentoic February 2006 - September 2007
Accume Partners 2003 - 2005
Thermo Radiometrie 2000 - 2003
AG Consulting 1997 - 2000
Halthorpe Extrusions 1993 - May 1997
Alcoa September 1988 - March 1997
Skills
Business Strategy, Finance, Forecasting, Managerial Finance, Financial Reporting, Accounting, Analysis, Mergers & Acquisitions, Financial Analysis, Consulting, Business Process..., Process Improvement, Sarbanes-Oxley Act, Strategic Planning
Education
Clarkson University 1976 — 1977
mba, business
St. Lawrence University 1972 — 1976
bs, psychology, education
Citi Retail Services May 2011 - Present
AML Strategic Leadership Group June 2007 - Present
ACAMS 2007 - Present
Accume Partners 2009 - April 2011
Ally Financial Inc. 2010 - 2010
Capital One Financial June 2007 - July 2009
SunTrust Corporate & Investment Banking/Capital Markets January 2006 - June 2007
SunTrust Wealth and Investment Management Technology September 2003 - December 2005
JPMC 2002 - 2003
TD-Waterhouse 1995 - 2002
Skills
Compliance, AML, Operational Risk..., Risk Management, Bank Secrecy Act, Cards, Risk, KYC, OFAC, BSA, Sanctions, Payments, Internal Audit, Enterprise Risk..., USA PATRIOT Act, Fraud, Business Continuity, Policy, Internal Controls, Risk Assessment, Compliance Management, CAMS, Fraud Prevention, Risk Mitigation, Process Improvement, Credit Cards, Debit Cards, Regulatory Risk, Financial Risk, Finance, Regulations, Financial Institutions, Due Diligence, Banking, Sanction, Operational Risk, Business Analysis, Mergers & Acquisitions
Education
University of Phoenix - John Sperling School of Business 2011 — 2013
MBA, Technology Management
University of Phoenix 2007 — 2009
BS, Bachelor of Science in Organizational Security and Management
Queens College
Independent Contractor January 2011 - Present
Accume Partners January 2006 - December 2010
New York City Department of Education 2003 - 2006
Lowe Direct 1992 - 1996
Skills
Risk Assessment, Corporate Finance, Internal Audit, Sarbanes-Oxley Act, Risk Management, Accounting, Financial Accounting, Strategic Planning, Tax, Team Building, Budgets, Financial Reporting, Strategic Financial..., Due Diligence, Internal Controls, Sarbanes-Oxley, Auditing, SEC filings, Change Management, Management Consulting, Data Analysis, Financial Analysis, GAAP, Mergers, Forecasting, Business Planning, Mergers & Acquisitions, Managerial Finance, Financial Audits, Finance
Education
Central Washington University 1975 — 1979
Accume Partners VP & Manager of Audit Administrative ServicesSummit Bank1989 - 2001
Skills
Enterprise Risk..., OFAC, Auditing, Sarbanes-Oxley, Internal Controls, Banking, Internal Audit, COSO, Accounting, Due Diligence, Mortgage Lending, Quality Auditing, Risk Management, Process Improvement, Risk Assessment, SEC filings, Fraud, Quality Control, Financial Risk, Operational Risk, Vendor Management, CISA
Education
Hampton University 1985 — 1989
USAmeriBank August 2014 - Present
Laru Technologies October 2013 - July 2014
Independent Bankers Bank January 2009 - September 2013
Accume Partners May 2003 - December 2008
Citigroup 2000 - 2003
Ernst & Young July 1998 - July 1999
Salomon Brothers 1993 - 1998
Skills
Auditing, Enterprise Risk..., Internal Audit, Internal Controls, Operational Risk..., Financial Risk, Banking, Risk Management, AML, Financial Institutions, OFAC, Bank Secrecy Act, CPA, SEC filings, Sarbanes-Oxley Act, Cash Management, IT Audit
Education
Florida State University 1988 — 1992
BS, Accounting and Finance
JPMorgan Chase June 2013 - Present
CohnReznick, LLP February 2012 - February 2013
Accume Partners May 2011 - January 2012
Accume Partners May 2008 - May 2011
Accume Partners April 2007 - May 2008
Rabobank 1998 - 2002
KPMG Consulting 1988 - 1994
Skills
Auditing, Leadership, Sarbanes-Oxley, Enterprise Risk..., Risk Management
Education
St. Peter's College 1979 — 1983
Bachelor of Science (BS), Accounting
National Board of Medical Examiners December 2014 - Present
National Board of Medical Examiners January 2009 - December 2014
Optium Corporation September 2007 - December 2008
Finisar Corporation 2008 - 2008
FMC Corporation 2006 - 2007
Accume Partners August 2005 - February 2006
Cenveo - International Envelope February 1999 - August 2005
Kulicke and Soffa 1996 - 1999
Skills
Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Sarbanes-Oxley, Financial Analysis, Cost Accounting, Payroll, Revenue Recognition, Auditing, Forecasting, Financial Reporting, Budgets, Accounts Receivable, Accounts Payable, Process Improvement, Mergers & Acquisitions, Outlook, GAAP, Variance Analysis
Education
La Salle University - School of Business Administration 1998 — 2006
MBA, Finance
Delaware Valley University 1989 — 1992
BS, Business Administration
401st Chemical Company, United States Army Reserves September 2011 - Present
Intercontinental Real Estate Corporation August 2009 - Present
Accume Partners August 2008 - July 2009
Colliers Meredith & Grew, Inc October 2006 - August 2008
Skills
Microsoft Office, Leadership, Microsoft Excel, Customer Service, Management, Microsoft Word, PowerPoint, Strategic Planning, Training, Project Management, Hazardous Materials, Incident Command, Military Training, Accounting, Tax Preparation, Commercial Real Estate, Property Management
Education
CBRN Officer Leader's Course (BOLC) 2013 — 2013
CBRN Weapons, CBRN Defense, HAZMAT
Officer Candidate School- FT Benning, GA 2012 — 2012
Commissioned Officer in the U.S Army, Leadership doctrine, tactical infantry battle drills, other soldiers tasks
Northeastern University - Graduate School of Business Administration 2004 — 2007
BS Business Admin & MS Accounting, Accounting and Finance
PTC May 2013 - Present
Nuance Communications June 2010 - May 2013
Accume Partners March 2010 - May 2010
Accume Partners July 2008 - February 2010
Hurley, O'Neill & Co. December 2006 - June 2007
Lily Transportation Co. December 2005 - June 2006
Skills
Auditing, Sarbanes-Oxley Act, Accounting, Internal Audit, US GAAP, Microsoft Office, Microsoft Word
Education
Northeastern University 2003 — 2008
Bachelor of Science, Economics, Business Administration
Accume Partners June 2006 - Present
Asplundh Tree Expert Co. September 2003 - June 2006
Asplundh Tree Expert Co. November 1997 - September 2003
Skills
Banking, Accounts Receivable, Payroll, Account Reconciliation, Accounts Payable, Invoicing, Human Resources, Management, Internal Audit, Sarbanes-Oxley Act
Education
Community College of Philadelphia 1995 — 1997
Fidelity National Information Services April 2013 - Present
Accume Partners June 2003 - January 2013
Breen Capital 1998 - 2003
Corestates Mortgage 1998 - 1998
Watkins Consulting, Inc 1996 - 1998
FDIC 1993 - 1995
Resolution Trust Corporation (RTC) 1991 - 1993
Old Borough Savings and Loan 1991 - 1992
Yardville National Bank 1990 - 1991
Nassau Savings and Loan 1986 - 1990
Skills
Sarbanes-Oxley Act
Education
Rider University 1998 — 2000
Master of Accountancy, Accounting and Finance
The College of New Jersey
Bachelor of Business Administration (BBA), Accounting
Mistras Group, Inc. March 2011 - Present
MGA Audit Services March 2010 - March 2011
Weiser LLP November 2008 - February 2010
Accume Partners February 2006 - November 2008
Party City 2002 - 2006
Unilever Bestfoods 1998 - 2002
KPMG 1996 - 1998
KPMG 1993 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Business Process, Auditing, Risk Assessment, Risk Management, Project Management, Financial Risk, Change Management, Governance, Accounting, Process Improvement, Financial Analysis, Budgets
Education
Pace University - Lubin School of Business 1986 — 1989
BBA, Finance / Accounting
Experis Finance April 2011 - Present
Accume Partners May 2009 - November 2010
Jefferson Wells International October 2006 - April 2009
Ocean City Home Bank February 1993 - December 2005
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act
Education
Duquesne University 1976 — 1981
BS Business Administration, Accounting
FINRA May 2010 - Present
Technovision October 2009 - June 2010
Accume Partners February 2008 - December 2009
NYSE October 2000 - November 2006
NYSE November 1993 - October 2000
New York Futures Exchange 1987 - 1993
Skills
Options, Risk Management, Analysis, Trading, Capital Markets, Financial Risk, Securities, Corporate Governance, Financial Markets, Auditing, AML, Derivatives, ETFs, Hedge Funds, Equities, Securities Regulation, FINRA, Fixed Income, Financial Services, Trading Systems, Financial Regulation, Alternative Investments, Investment Banking
Education
Iona College 1980 — 1984
Abington Reldan Metals, LLC January 2013 - Present
Integrated Project Services May 2012 - November 2012
Air Liquide America August 2010 - March 2012
Accume Partners November 2007 - April 2009
Interbay Funding 2006 - 2007
Stivers Staffing Services 2002 - 2006
Skills
Talent Acquisition, College Recruiting, Sourcing, Full-cycle Recruiting, Applicant Tracking..., Interviewing, Onboarding, Screening, Hiring, HR Policies, Internet Recruiting, Recruitment/Retention, Direct Sourcing, Candidate Screening, Diversity Recruitment, Recruitment Advertising, Job Fairs, Direct Recruiting, Screening Resumes, Temporary Placement, Recruiting, SDLC, HRIS, Talent Management, Performance Management, Contract Recruitment, Human Resources, New Hire Orientations, Interviews, Employee Relations, Executive Search, Deferred Compensation, Resume Writing, Coaching, Employee Engagement, Payroll, Employer Branding, Employment Law, Succession Planning, Cold Calling, Personnel Management, Permanent Placement, Change Management, Leadership, Benefits Negotiation, Organizational..., Temporary Staffing, PeopleSoft, HR Consulting, Employee Benefits
Education
Penn State University 1997 — 2002
Bachelor's degree, Labor and Industrial Relations
HIgh School 1993 — 1997
Grant Thornton LLP May 2015 - Present
eDelta Consulting 2014 - 2015
The Bank of New York Mellon January 2012 - July 2014
Pershing August 2006 - December 2011
Accume Partners August 2004 - August 2006
CIBC World Markets 1998 - 2004
Cargill Investor Services 1994 - 1998
ED&F Man 1991 - 1994
Chemical Bank 1989 - 1991
The Chase Manhattan Bank 1979 - 1989
Skills
Auditing, Financial Risk, Trading, Banking, Due Diligence, AML, Accounting, Analysis, Back Office, Bonds
Education
Hofstra University
BBA, Accounting
Nassau Community College
Accounting
Walt Whitman High School
Accume Partners September 2004 - Present
PECO Energy March 1999 - September 2004
First Union Bank 1992 - 1999
Carteret Savings Bank 1987 - 1992
PNC Bank 1982 - 1987
Western Savings Bank 1978 - 1979
Skills
Accounting, SEC filings, Sarbanes-Oxley, GAAP, Financial Reporting, IFRS, COSO, Enterprise Risk..., Auditing
Education
Philadelphia University 1976 — 1978
Bachelor of Science, Accounting
Mechanics Savings Bank April 2010 - Present
Accume Partners July 2008 - February 2010
TD Banknorth N.A. May 2000 - July 2008
Macdonald Page December 1999 - April 2000
Central Maine Credit Union May 1998 - December 1999
Skills
Sarbanes-Oxley Act, Internal Controls, Management, Finance, Auditing, Financial Analysis, Banking, Accounting, Internal Audit, Sarbanes-Oxley, Financial Reporting, Budgets
Education
Southern New Hampshire University 2001 — 2005
MBA
Thomas College 1998 — 2000
BS in Accounting, Public Accounting
Gordon College 1997 — 1997
B.S. Accounting, Accounting
Leavitt Area High School 1993 — 1997
H.S. Diploma, H.S. Diploma
Self Employed February 2009 - Present
Accume Partners 2002 - 2008
Arthur D. Little 1998 - 2001
Coopers & Lybrand 1982 - 1999
Skills
Strategy, IT Audit, Internal Controls, Enterprise Risk..., Internal Audit, CISA, Sarbanes-Oxley Act, Risk Management, Sarbanes-Oxley, COSO, IT Risk Management, Risk Assessment, COBIT, Information Technology, Business Continuity
Education
Rutgers, The State University of New Jersey-Camden 1978 — 1982
DTS Group January 2011 - Present
Accume Partners August 2005 - February 2013
PricewaterhouseCoopers 1996 - 2005
Independence Blue Cross 1989 - 1994
Independence Blue Cross 1989 - 1994
Skills
Risk Management, Internal Controls, Financial Analysis, Internal Audit, Process Improvement, Analysis, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Accounting
Education
Saint Joseph's University 1985 — 1990
MBA, Finance
Penn State University
ICS Consulting Partners July 2007 - Present
Accume Partners 2000 - 2007
Mirage Resorts September 1992 - January 1996
Bally's Reno January 1990 - September 1992
Golden Nugget Atlantic City 1983 - 1990
Coopers & Lybrand 1970 - 1980
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., Risk Management, Mergers & Acquisitions, Finance, Credit Risk, Financial Risk, Credit, Due Diligence, Operational Risk..., Banking, Auditing, Accounting, Executive Management, SEC filings
Education
Drexel University - College of Business and Administration 1965 — 1970
Bachelor of Science (BS), Accounting and Business/Management
Mercantil Commercebank N.A. January 2009 - Present
Accume Partners May 2005 - March 2008
Ocean Bank October 2004 - May 2005
Commercebank February 1990 - October 2004
Education
Florida International University - College of Business 1980 — 1982
Miami Dade College 1978 — 1980
AA, Business Admin
Toll Brothers February 2011 - Present
Accume Partners June 2009 - February 2011
SolomonEdwardsGroup January 2006 - January 2009
Ernst & Young 2004 - 2006
Quorum Health Resources 2000 - 2003
Skills
IT Audit, Sarbanes-Oxley Act, CISA, Sarbanes-Oxley, SAS70, Internal Controls, Information Technology, Information Security, Auditing, Governance, Internal Audit, Business Process, COBIT, Risk Management, Enterprise Risk...
Education
Middle Tennessee State University 1996 — 1999
B.B.A, Economics
UGI Corporation March 2015 - Present
Penn Treaty Network America April 2009 - March 2015
SMART Business Advisory and Consulting April 2006 - March 2009
Accume Partners July 2005 - April 2006
Prudential Financial June 2000 - June 2005
Prudential Financial March 1998 - June 2000
Skills
Audit, SOX, Internal Controls, Auditing, Risk Assessment, Insurance, Compliance, Process Improvement, Risk Management, Accounting, Business Process..., Financial Reporting, Financial Analysis, Financial Risk, Sarbanes-Oxley Act
Education
Villanova University 2011 — 2012
Masters Certificate, Project Management
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Finance
Penn State University 1988 — 1992
BS, Economics
Healthfirst January 2014 - Present
Accume Partners 2002 - 2006
Skills
Business Analysis, Enterprise Risk..., IT Management, Risk Management, GLBA, Governance, PCI DSS, ISO 27001
Education
Florida Institute of Technology 2009 — 2011
Master of Science (MS), Information Technology Management, 3.82
Rutgers, The State University of New Jersey-Newark 1996 — 1999
St John's Prep 1967 — 1971
HS, academic
TD October 2013 - Present
TD Bank October 2011 - October 2013
TD Bank September 2010 - October 2011
Dentsply International August 2008 - September 2010
Fulton Financial Corporation December 2005 - August 2008
Accume Partners 2004 - 2005
Pennsylvania Higher Education Assistance Agency 2000 - 2004
KPMG 1999 - 2001
Auditor General of Pennsylvania 1993 - 1999
Skills
International Audit, AML, Fraud, COSO, Government Auditing, Credit Risk, Financial Analysis, Bank Secrecy Act, Finance, Commercial Banking, Credit, Financial Reporting, Retail Banking, SEC filings, Process Improvement, Internal Audit, Internal Controls, Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Strategy, Business Process...
Education
University of Phoenix 2001 — 2004
MBA, Technology Management
Penn State University 1990 — 1993
Bachelor's degree, Accounting
WeiserMazars LLP September 2012 - Present
Accume Partners October 2003 - August 2012
KPMG April 1998 - February 2002
Alliance Funding June 1993 - April 1998
Skills
CPA, Auditing, COSO, Sarbanes-Oxley, Financial Reporting, IT Audit, US GAAP, Risk Assessment, Financial Accounting, Financial Risk, SEC filings, Due Diligence, External Audit, Sarbanes-Oxley Act
Education
Rutgers University 1977 — 1981
BA, Accounting
Vavrinek, Trine, Day & Co., LLP August 2009 - Present
Accume Partners December 2007 - April 2009
TD Bank 2006 - 2007
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, GAAP, Accounting, Sarbanes-Oxley, Financial Accounting, CPA, Financial Analysis, Assurance, Enterprise Risk..., Risk Assessment, Risk Management, Financial Risk, Banking
Education
Seton Hall University 2002 — 2006
Accounting
EY April 2014 - Present
Ernst & Young April 2012 - April 2014
Fisher Investments June 2010 - April 2012
Accume Partners July 2008 - March 2009
Deloitte & Touche, LLP August 2007 - May 2008
Boston College September 2003 - May 2007
JPMorgan Real Estate June 2006 - August 2006
United Rentals May 2005 - August 2005
Skills
Financial Modeling, Banking, Finance, Financial Analysis, Due Diligence, Internal Controls, Financial Risk, Accounting, Managerial Finance, Analysis, Financial Services, Structured Finance, Internal Audit, Financial Reporting, Microsoft Excel, Corporate Finance
Education
Boston College 2003 — 2007
Bachelor of Science, Finance
Copenhagen Business School 2005 — 2005
Olympus October 2012 - May 2014
JH Cohn July 2012 - October 2012
Protiviti October 2011 - January 2012
Daiichi Sankyo, Inc. September 2007 - September 2010
Accume Partners August 2004 - August 2007
Jefferson Health System June 1998 - July 2004
Corestates 1997 - 1998
First Fidelity Bank 1994 - 1997
Skills
IT Audit, SOX, HIPAA, SAP GRC 5.3, Banking, Pharmaceuticals, Internal Audit, Risk Assessment, SAP, Healthcare, CISA, Internal Controls, Disaster Recovery, Risk Mitigation, IT Risk, Outsourcing, Information Technology, Sarbanes-Oxley, ERP, Auditing, Sarbanes-Oxley Act, Pharmaceutical Industry, Corporate Governance, Finance, Governance, Business Continuity, Training, Information Security..., Business Continuity..., Enterprise Risk..., Management, Risk Management, Business Process..., COBIT, Computer Security
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1972 — 1974
MBA, Accounting/Finance
Dartmouth College 1969 — 1973
BA, Psychology
GTM Risk Management March 2008 - Present
Accume Partners 2003 - 2008
Air Force Audit Agency 1988 - 1998
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Risk Assessment, US GAAP, Risk Management, Sarbanes-Oxley, SAS70, Internal Audit, GAAP, Internal Controls, Business Continuity, Auditing, Accounting, IT Audit, CISA, Operational Risk...
Education
California State Polytechnic University-Pomona 1995 — 1998
MSBA, IT Audit
Liberty University 1983 — 1988
BS, Accounting and Finance
Tandus July 2006 - Present
Accume Partners 2005 - 2006
Primerica (Division of Citigroup) 2000 - 2005
Det Norske Veritas 1984 - 1997
Skills
Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Auditing, Financial Reporting, Risk Assessment, Process Improvement, CCSA (Certification in..., CRMA (Certification In..., GAAP, Business Process, Financial Risk, Policy, Training, Management, Governance, Corporate Governance, Cost Accounting, Due Diligence, CISA, Mergers & Acquisitions, Financial Analysis, Forecasting
Education
Salem State College
BSED, History
University of Central Missouri
MS Safety, Safety Management
University of Maine, PI
Education
Microsoft October 2014 - Present
Affirma Consulting January 2013 - October 2014
Amazon March 2012 - January 2013
Accenture July 2011 - November 2011
Puget Sound Energy April 2011 - May 2011
US Army May 2009 - October 2010
Accume Partners September 2008 - March 2009
Veyana Optical January 2007 - August 2008
ADP June 2006 - August 2006
Atlantic Western Consulting, Inc June 2005 - August 2005
Skills
SharePoint, SAP, Analysis, Microsoft Excel, Auditing, Finance, Forecasting, Six Sigma, Databases, Testing, Customer Service, Program Management, SQL, Business Analysis, Data Analysis, Process Improvement, Project Management, Microsoft Office, Business Intelligence
Education
University of Washington 2014 — 2015
Master's of Science in Information Systems
University of Washington 2012 — 2013
Certificate, SQL Server Specialist
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investments, Economics, Mathematics
Accume Partners September 2008 - Present
Meredith & Grew October 2006 - August 2008
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
MS, Accounting
Capital One July 2012 - Present
Beneficial Bank May 2009 - July 2012
Beneficial Bank August 2008 - May 2009
Accume Partners October 2005 - August 2008
MBNA America December 2003 - October 2005
GMAC Residential Mortgage April 2002 - December 2003
Beard Miller Company LLP September 1999 - April 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Banking, Auditing, Enterprise Risk..., Risk Management, Risk Assessment, IT Audit
Education
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
SolomonEdwardsGroup August 2010 - Present
Accume Partners December 2008 - June 2010
Ernst & Young, LLP September 1994 - December 2008
Financial Research, Inc. February 1991 - September 1994
Skills
Internal Audit, Risk Management, Auditing, Business Process..., IT Audit, Risk Assessment, Business Process, Internal Controls, Enterprise Risk..., Accounting, Financial Risk, Finance, Sarbanes-Oxley Act, Due Diligence, Financial Analysis, Corporate Finance, Management, Business Development, Financial Reporting, Sarbanes-Oxley, Mergers & Acquisitions, SEC filings
Education
La Salle University 1989 — 1991
MBA, Finance
Penn State University 1984 — 1987
BS, Marketing
North Penn High School
Aqua America January 2012 - Present
Aqua America February 2010 - December 2011
Aqua America May 2007 - March 2010
Accume Partners July 2005 - May 2007
Pegasus Communications January 2004 - June 2005
Pegasus Communications September 2000 - December 2003
Pegasus Communications February 1997 - August 2000
GE Capital 1993 - 1995
Swann Oil 1987 - 1992
Skills
SOX, Internal Audit, Accounting, Process Improvement, Internal Controls, Fraud, Mergers, Sarbanes-Oxley Act, Auditing, Team Building, Corporate Governance, Audit Committee, COSO Framework, Budgets, Forecasting, Financial Analysis, Financial Statements
Education
Drexel University - LeBow College of Business 1995 — 1996
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Abington High School 1976 — 1980
accume partners CISOByteScreenJanuary 2005 - July 2005
Education
Kutztown University of Pennsylvania 1974 — 1979
BS, Business Admin/Computer Science
Church & Dwight 2006 - Present
Accume Partners 2004 - 2006
Edison Properties 2002 - 2004
PwC 2000 - 2002
Fedders Corporation 1990 - 2000
KPMG Peat Marwick 1984 - 1988
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley, Accounting, Enterprise Risk..., Financial Analysis, US GAAP, SEC filings, Cost Accounting, Compliance Program..., Business Process..., Corporate Governance, CPA, Restructuring, Financial Accounting, GAAP, Managerial Finance, COSO, Variance Analysis
Education
West Virginia Wesleyan College 1978 — 1982
BS
Fairleigh Dickinson University
BS, BUS Admin
Nichols, Cauley, & Associates, LLC September 2011 - Present
Accume Partners March 2009 - August 2011
Dixon Hughes PLLC 2003 - 2008
Skills
COSO, Sarbanes-Oxley, Enterprise Risk..., Operational Risk..., Segregation of Duties, Financial Risk, Managerial Finance, Sarbanes-Oxley Act, Internal Controls, Risk Management, Internal Audit, SOX 404, Bank Secrecy Act, Audit Committee, Management Consulting, Business Process...
Education
Clemson University - College of Business and Behavioral Science 1992 — 1995
BS, Accounting
Barclays May 2013 - Present
Morgan Stanley October 2010 - May 2013
Ernst and Young LLP July 2009 - January 2011
Accume Partners June 2007 - June 2009
Liberty Mutual Insurance Company August 2005 - May 2007
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, IT Audit, Risk Management, Process Improvement, Operational Risk, SOX 404, Financial Risk, Insurance, Analysis, Enterprise Risk..., Financial Accounting, Management, Financial Reporting, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick
Alteva August 2015 - Present
Beringer Associates, Inc. February 2009 - August 2015
Accume Partners December 2007 - January 2009
OKI Printing Solutions August 2008 - December 2008
Commerce Bank August 2004 - July 2008
Skills
Servers, Hardware, Networking, Switches, VoIP, Network Administration, Help Desk Support, Windows 7, Disaster Recovery, Active Directory, Workstations, Microsoft Exchange, Citrix, TCP/IP, Windows Server, Windows, SAN, VMware, XP, Routers, Operating Systems, WAN, Virtualization, VPN, DHCP, System Administration, DNS, Troubleshooting, Firewalls, Information Technology, Microsoft SQL Server, Microsoft CRM, Microsoft Office..., Sonicwall, Citrix Metaframe, Office 365
Education
Camden County College 2004 — 2005
N/A, Automotovie Tech
MetLife August 2008 - Present
Accume Partners 2004 - 2008
CIGNA 1988 - 2004
Fidelity Bank, N.A. and Philadelphia National Bank 1984 - 1988
General Accident Insurance Company 1982 - 1984
Liberty Mutual Insurance 1976 - 1982
Skills
Enterprise Risk..., Internal Controls, Internal Audit, Insurance, Risk Management, SOX, Financial Reporting, Reinsurance, Fraud, Auditing, Finance, Financial Analysis
Education
Drexel University
B.S., Business Administration
Temple University
MBA, Finance
Police and Fire Federal Credit Union September 2011 - Present
Police and Fire Federal Credit Union August 2010 - Present
Accume Partners August 2008 - November 2009
Skills
Sarbanes-Oxley, Internal Audit, External Audit, Banking, Risk Management, Credit Unions, Internal Controls, Financial Audits, Auditing, Financial Accounting, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Borough of Haddon Heights Financial ManagerBorough of Haddon Heights2009 - 2010
Accume Partners 2002 - 2008
Boeing 1994 - 2002
Skills
Financial Reporting, Accounting, Microsoft Excel, Finance, Corporate Finance, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Forecasting, Risk Management
Education
Monmouth University 1985 — 1991
Master of Business Administration (MBA), Accounting and Finance, 3.89
Philadelphia University 1968 — 1970
Bachelor of Science (BS), Accounting and Finance, 2.7
Peirce College 1966 — 1968
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.2
ING March 2007 - Present
Accume Partners January 2004 - March 2007
Metropolitan Life Insurance Company 2000 - 2003
Citibank 1984 - 2000
Skills
Compliance, Risk, Risk Assessment, Internal Controls, IT Audit, Audit, COBIT, Risk Management, Internal Audit, Vendor Management, Process Improvement, Auditing, Banking, Access, Change Management, Process Engineering, Security, Disaster Recovery, SDLC, Policy, Testing, Program Management, Risk Mitigation, IT Governance, Operational Risk..., Team Leadership, SAS70, Business Continuity, IT Risk, Enterprise Risk..., SOX, Microsoft Office
Education
Saint John's University 1979 — 2008
MBA, Information Sytems
New York University 1986 — 1987
Certificate, in Information System Auditing
PwC June 2015 - Present
PwC May 2011 - Present
Weiser LLP June 2008 - September 2010
Accume Partners November 2002 - May 2008
Zone Telecom October 2000 - November 2002
Skills
Enterprise Risk..., SOX, Mergers, Internal Audit, Risk, Accounting, Auditing, Business Process..., CPA
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Finance
La Salle University - School of Business Administration 1984 — 1988
BS, Finance & Accounting Dual Major
Robert E Holl 2009 - Present
Accume Partners September 2004 - March 2009
Net2Phone, Inc. September 2003 - September 2004
Metallurg, Inc March 2000 - September 2002
BMW, NA June 1999 - March 2000
AT&T Corp. August 1989 - December 1998
Education
Baruch College, City University of New York (CUNY) 1964 — 1973
MBA, Operations Research
City University of New York City College
BS, Mathematics
Fairleigh Dickinson University
MBA, Accounting
Westchester Community College
AAS, Engineering Science
Philips North America February 2013 - Present
The Computer Merchant October 2012 - February 2013
VCE, the Virtual Computing Environment Company June 2012 - September 2012
RBS Citizens Group August 2011 - June 2012
Accume Partners June 2009 - June 2011
Brown Brothers Harriman November 1996 - May 2009
Brown Brothers Harriman November 1996 - March 1999
Avery Dennison October 1993 - November 1996
Bull HN Information Systems, Inc. February 1991 - October 1993
Blue Cross and Blue Shield of Massachusetts November 1988 - January 1991
Skills
CISA: Certified..., CGEIT: Certified in..., CRISC: Certified in..., ISO/IEC 27002, COBIT..., Time Management, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, SAS70, Information Security..., Internal Audit, Financial Risk, Risk Management, Risk Assessment, COSO, Information Security, Business Continuity, GLBA, Operational Risk..., Internal Controls, Auditing, Sarbanes-Oxley, ISO 27001, Operational Risk, Access, Banking, Business Process, Security, Information Technology, Disaster Recovery, Governance, ITIL, CISA, Software Documentation, IT Management, Analysis
Education
Babson College 1981 — 1984
M.B.A., Business with a concentration of finance and computers.
University of Massachusetts, Amherst 1977 — 1981
BACHELOR'S of SCIENCE
Lifespan March 2014 - Present
Rhode Island Department of Transportation November 2010 - July 2013
Accume Partners April 2005 - December 2005
Textron, Inc. December 1989 - May 2002
KPMG September 1985 - December 1989
Skills
Big 4, Internal Audit, Auditing, Internal Controls, COSO, Process Improvement, Business Process..., External Audit, COSO ERM, Sarbanes-Oxley, Accounting, Financial Analysis, Due Diligence, Government Auditing, Financial Statements, Financial Reporting, Sarbanes-Oxley Act, Financial Audits, SOX 404
Education
Boston College
B.S., Accounting
Cumberland High School
Cumberland High School
Panasonic September 2012 - Present
Panasonic March 2007 - September 2012
Accounting Principals November 2006 - February 2007
EisnerAmper LLP December 2003 - October 2006
Accume Partners January 2002 - November 2003
Lucent Technologies October 1996 - July 2001
AT&T October 1977 - September 1996
Skills
SOX, Internal Controls, Internal Audit, Compliance, Auditing, Audit, Certified Internal..., Corporate program..., Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Management, Financial Reporting, Financial Analysis, Forecasting, Business Process, Managerial Finance, Analysis, Accounting, Vendor Management, Financial Accounting, Leadership, Variance Analysis, Consolidation, Financial Audits, Finance, SAP, Strategic Financial..., Sarbanes-Oxley, Strategy, Financial Services, GAAP, US GAAP, Cost Accounting, Business Process..., IT Audit, General Ledger, Project Planning, Pricing, Budgets, SOX 404, Process Improvement, Manufacturing, Risk Assessment, Account Reconciliation, Financial Risk, Revenue Recognition
Education
Rider University 1982 — 1984
MBA, Finance
West Chester University of Pennsylvania 1973 — 1977
B. A., Accounting
Sun National Bank March 2014 - Present
Accume Partners October 2011 - March 2014
Fulton Financial Corporation September 1999 - July 2011
Skills
Risk Management, Banking, Auditing, AML, Financial Risk, Internal Controls, Enterprise Risk..., Investments, Operational Risk..., Internal Audit, Operational Risk, Retail Banking, Risk Assessment, Financial Services, Fraud, Anti Money Laundering, Corporate Governance, KYC
Education
Widener University School of Law 1999 — 2002
JD
Rowan University 1990 — 1994
BS, Accounting
Lenape Regional 1982 — 1985
Waldwick High School 1982 — 1982
St Josephs Regional 1981 — 1982
Saint Lukes 1974 — 1982
Accume Partners October 2011 - Present
Amalgamated Bank May 2007 - June 2011
United Jersey Bank 1988 - 2001
Education
New Jersey Institute of Technology 1996 — 1998
Master of Science, Management
Rutgers University 1984 — 1987
Bachelor of Arts (BA), Economics
AIG April 2013 - Present
Gleacher & Company April 2010 - April 2013
FTI Consulting, Inc September 2007 - March 2010
Accume Partners September 2006 - September 2007
KPMG March 2004 - September 2006
Skills
Due Diligence, Financial Analysis, Financial Reporting, Financial Services, Insurance, Internal Audit, Internal Controls, Management, Risk Management, Sarbanes-Oxley Act, US GAAP, Finance, Auditing, Accounting, Financial Modeling
Education
St. Francis College 1975 — 1978
B.S., Accounting
Xaverian High School
Regents Diploma
PAE June 2010 - Present
Accume Partners 2004 - 2010
Blank Rome 1998 - 2003
Verizon 1981 - 1998
Skills
Due Diligence, Corporate Governance, Negotiation, Litigation Support, Mergers & Acquisitions, Licensing, Contract Negotiation, Corporate Law, Intellectual Property, Privacy Law, Mergers, OFAC, Litigation, Joint Ventures, Trade Secrets, Commercial Litigation, Arbitration, Securities Regulation
Education
Rutgers University School of Law - Camden
JD
The George Washington University
BA, International Affairs
CliftonLarsonAllen - Custom Accounting Solutions Team (CAST) October 2013 - Present
Belk 2008 - September 2013
Accume Partners 2004 - 2006
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley, SEC filings, US GAAP, Financial Reporting, Accounting, COSO, Financial Accounting, Risk Assessment, Financial Analysis, Fraud, Financial Risk
Education
Fairleigh Dickinson University 1998 — 2000
MA, Organizational Behavior
Fairleigh Dickinson University 1990 — 1992
MBA, Accounting & Management
Accume Partners January 2003 - Present
Prudential Insurance May 2000 - January 2002
TIAA-CREF March 1988 - May 2000
Columbia University May 1985 - March 1988
Chase Manhattan Bank June 1983 - April 1985
Skills
IT Audit, Auditing, CPA, Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Banking, Internal Controls, COSO, Enterprise Risk..., IT Risk Management, SAS70, SOX 404, Operational Risk..., Risk Assessment, Risk Management, Governance, Due Diligence
Education
Baruch College
MBA, Computer Methodology
Baruch College
BBA, Accounting
Wells Fargo 2013 - Present
TD Bank Group 2012 - 2012
TD Bank Group 2010 - 2012
Accume Partners 2010 - 2010
Berkadia Commercial Mortgage LLC 2007 - 2010
Penn Mutual 2004 - 2007
NJM 2002 - 2004
Skills
Internal Controls, Internal Audit, SOX Compliancy, Risk Assessment, Risk Management, Auditing
Education
La Salle University 2006 — 2008
MBA
Villanova University 1996 — 2000
BS, Finance
Thermo Fisher Scientific 2010 - Present
Accume Partners August 2008 - October 2009
UniFirst Corporation February 2006 - August 2008
UniFirst Corporation July 2001 - January 2006
Skills
Information Technology, SDLC, IT Audit, Sarbanes-Oxley Act, Risk Assessment
Education
Louisiana State University 1993 — 1995
MBA, Internal Audit
University of Arkansas 1986 — 1988
MA, Theatre
University of Louisiana at Lafayette 1981 — 1986
BA, Theatre
TotalBank March 2010 - Present
Accume Partners November 2001 - March 2010
EQ Financial - Mortgage Banking October 1999 - October 2001
Banco Popular de Puerto Rico January 1988 - October 1999
Skills
SOX 404, Budget Process, Compliance Testing, Internal Audit, Accounting, Enterprise Risk..., Internal Audit Risk..., Financial Reporting, BSA and AML Audits, BSA/AML Risk Assessments, Fraud Risk Assessment, Development of Policies..., Asset and Liability..., Interest Rate Risk..., Regulatory Reporting, SEC Financial Reporting, Accounting Applications, Financial and Control..., Talent Development, P&L Forecasting, System Conversions, Project Management, Financial Analysis, Monthly Close Process, Debt Covernant..., Expense Management, Strategic Planning, Audit Program..., Internal Control Design..., Corporate Governance, Total Quality Management, Auditing, Interest Rate Risk..., Policy, Risk Assessment, External Audit, Financial Risk, Talent Management, Operational Risk, Billing Systems, Finance, Quality Auditing, TQM, Banking, Internal Controls, Risk Management, Sarbanes-Oxley Act
Education
New Jersey Institute of Technology 1996 — 1997
Master of Science (MS), Management Information Systems, General
Seton Hall University 1975 — 1980
Bachelor of Science (BS), Accounting
GTM Risk Management April 2008 - Present
Accume Partners November 1994 - March 2008
Independence Bancorp July 1987 - September 1994
Mellon Bank East 1984 - 1987
Education
Temple University 1985 — 1989
MBA, Finance
Penn State University 1980 — 1984
BS, Finance
Federal Home Loan Bank of Atlanta May 2005 - Present
Accume Partners December 2004 - May 2005
Freddie Mac August 2003 - December 2004
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Risk Assessment, Banking, Management, Process Improvement, Internal Audit, Risk Management, Operational Risk
Education
Howard University 1989 — 1993
B.B.A., Accounting
Overton High School
High School Diploma (graduated with honors)
Accume Partners January 2010 - Present
Cindy Shontz Consulting June 2006 - December 2009
Keystone Financial 1985 - 2000
Skills
Internal Audit, Audit Committee, Auditing, Enterprise Risk..., Internal Controls, SOX 404, COSO, Sarbanes-Oxley, Sarbanes-Oxley Act, SEC filings
Education
St. Francis University 1981 — 1985
B.S., Accounting
Accume Partners August 2011 - Present
Comcast June 2008 - June 2011
Deloitte &Touche, LLP 2004 - 2008
Ultrafabrics, LLC 2000 - 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Reporting, GAAP, Accounting, Variance Analysis, General Ledger, Financial Accounting, Sarbanes-Oxley, CPA, US GAAP, Fixed Assets, Account Reconciliation, Cost Accounting, SEC filings, Hyperion Enterprise, Financial Analysis, Consolidation, Cash Flow, Tax, IFRS, External Audit, Managerial Finance, Accounts Payable, Financial Audits, SEC Filings
Education
Pace University - Lubin School of Business 2002 — 2004
BBA, Public Accounting
Westchester Community College (SUNY) 2000 — 2002
AAS, Accounting
GSK July 2013 - May 2014
ARAMARK 2009 - 2013
VWR 2006 - 2009
Accume Partners 2004 - 2006
May Company 2001 - 2004
ARAMARK 1998 - 2001
Grant Thornton LLP 1996 - 1998
Conrail 1993 - 1996
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Accounting, GAAP, Financial Reporting, Enterprise Risk..., Financial Accounting, Financial Analysis, Forecasting, Microsoft Excel, Risk Assessment, General Ledger, IT Audit, Accounts Payable, Accounts Receivable, CISA, Risk Management, SEC filings
Education
St. Joseph's University 1994 — 2001
MBA, Business Administration and Management, General
Drexel University - College of Business and Administration 1988 — 1993
Bachelors of Science in Business Administration, Accounting
RGP April 2015 - Present
EPAM Systems July 2012 - November 2014
Price Waterhouse Management Consultants October 2011 - July 2012
Accume Partners 2003 - 2007
Skills
Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, SEC filings, US GAAP, Financial Accounting, Auditing
Education
Temple University 2001 — 2003
Master's degree, Accounting and Finance
Lehigh University 1997 — 2000
Bachelor's degree, Accounting and Finance
Accume Partners January 2014 - Present
Oculina Bank May 2012 - January 2014
Accume Partners October 2011 - June 2012
Magyar Bank May 2009 - March 2010
Two RIver Community Bank February 2008 - May 2009
Accume Partners April 2005 - February 2008
OceanFirst Bank 1999 - 2002
Shrewsbury State Bank 1987 - 1992
Shrewsbury State Bank 1987 - 1992
Skills
Regulatory Compliance, AML, CRA, Microsoft Excel, Microsoft Word, Internal Auditing, Loan Servicing, BSA, Clinical Research..., Bank Secrecy Act, Sarbanes-Oxley Act, Commercial Banking, Financial Reporting, Loans, Program Management, Financial Risk, Quality Auditing, Risk Assessment, Operational Risk, Credit, Banking Law, Commercial Lending, Risk Management, Deposits, Internal Audit, Banking, OFAC, Operational Risk..., Enterprise Risk..., Anti Money Laundering
Education
Monmouth University 1981 — 1985
MBA, Management
Monmouth University 1977 — 1981
Bachelor of Science, Business Administration - Accounting
Matawan Regional High School 1973 — 1977
Diploma, College Prep
Ranney School 1970 — 1973