AICPA Company
Industry: Professional organizations company
DescriptionFounded in 1887, the American Institute of Certified Public Accountants is the national professional organization of Certified Public Accountants in the United States, with more than 418,000 members in ... Chairman: Eric L. Hansen, CPA, CGMA Headquarters: Durham, North Carolina, United States Purpose: Financial accounting President & CEO: Barry C. Melancon, CPA, CGMA Membership: 418,000 CEO: Barry C. Melancon (1 Jul 1995–)
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AICPA Employees
Thomas & Gibbs CPAs, PLLC September 2015 - Present
AICPA January 2014 - Present
American Eagle Outfitters, Inc July 2013 - Present
The Depository Trust & Clearing Corporation June 2014 - August 2014
Moe's Southwest Grill May 2011 - January 2014
Jay Vending Company March 2010 - October 2010
Skills
Accounting, Time Management, Leadership, Microsoft Office, Teamwork, Microsoft Word, Auditing, Microsoft Excel, PowerPoint, Data Entry, Customer Service, QuickBooks, Access, Outlook, Income Tax, Tax Preparation, Tax Returns, Retail, Sales
Education
Liberty University 2015 — 2016
Master of Science (MS), Accounting
Saint Augustine’s University 2011 — 2015
Bachelor of Science (BS), Accounting, Junior
Accenture October 2012 - Present
Accenture July 2008 - October 2012
Accenture/Educational Testing Service February 2007 - July 2008
Accenture/Educational Testing Service July 2005 - February 2007
Accenture/Educational Testing Service December 2002 - July 2005
AICPA April 2001 - December 2002
Skills
Six Sigma, Lean Manufacturing, Lean Sigma, Logistics, Process Improvement, Supply Chain Management, Supply Chain, Process Engineering, Business Process..., Change Management, Operations Management, Program Management, Cost Reduction, Operational Excellence, Quality Management, Manufacturing, Strategic Planning, Continuous Improvement, Team Leadership, Quality Assurance, Customer Relations, Vendor Management, Cross-functional Team..., Business Strategy, Performance Management, Kaizen, Problem Solving, Project Implementation, Business Process, Business Management, Supplier Management, Warehouse Management, Requirements Analysis, Team Management, Project Planning, Analysis, Vendor Relations, Supply Chain..., New Business Development
Education
Middlesex County College
Clarity Wealth Management, Inc. February 2010 - Present
AICPA October 2013 - Present
California Society of CPAs/CalCPA Education Foundation 2009 - Present
Venn CPA 1995 - 2010
Metropolitan Life Insurance Company 1990 - 1991
KPMG 1984 - 1988
Skills
Financial Planning, Estate Planning, Wealth Management, Investments, Small Business, 401k, High Net Worth..., Retirement Planning, Personal Finance, Wealth, Wealth Transfer, Wealth Preservation, Investment Advisory, Asset Protection, IRA's, Cash Flow, Insurance Planning, Asset Management, Financial Advisory, Defined Benefit, Asset, Strategic Financial..., CPA, Investment Banking, Tax, Financial Planners, Finance
Education
Vanderbilt University - Owen Graduate School of Management 1988 — 1990
MBA, Finance and Accounting
Louisiana State University 1976 — 1981
B.S. Finance, Finance
AICPA 2012 - Present
ACG 2008 - Present
HLB International 2005 - Present
Eide Bailly LLP October 1986 - Present
Eide Bailly LLP 1986 - Present
Minnesota Society of CPAs April 2008 - March 2015
Long Lake Hounds 2004 - 2009
Moorhead Sunrise Lions 1986 - 1989
Skills
Due Diligence, Auditing, Accounting, Business Valuation, CPA, Valuation, Investments, Assurance, Nonprofits, Public Speaking, Accountants, Consulting, Tax, Financial Reporting, Income Tax, Strategic Planning, External Audit, Transaction Processing, Business Services, Business Planning, Internal Controls, Tax Advisory, Corporate Tax, Financial Accounting
Education
Minnesota State University, Moorhead 1971 — 1976
The Brew Shop May 2015 - Present
AICPA November 2011 - Present
Veris Consulting, LLC September 2006 - April 2015
Stonehenge Partners May 2005 - August 2005
Education
Miami University 2002 — 2006
B.S. in Business, Finance, Economics
University of Virginia 2007 — 2008
Non-Degree Seeking, Accounting
EY July 2015 - Present
Quintairos, Prieto, Wood, & Boyer, P.A. May 2011 - June 2015
Johnson & Wales University December 2013 - May 2015
Johnson & Wales University October 2013 - May 2015
Johnson & Wales University September 2011 - May 2015
Johnson & Wales University September 2011 - May 2015
AICPA September 2014 - November 2014
EY June 2014 - August 2014
Johnson & Wales University October 2013 - October 2013
Johnson & Wales University October 2013 - October 2013
Skills
Social Media, Financial Analysis, Accounting, Team Leadership, Teamwork, Project Management, Organization, Problem Solving, Work Ethic, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Research, Leadership, Marketing
Education
Johnson & Wales University 2011 — 2015
Bachelor’s Degree, Accounting, 3.97
Johnson & Wales University 2011 — 2015
Bachelor’s Degree, Finance, General, 3.96
Eggar Insurance and Financial Services, LLC February 2014 - Present
Eggar Insurance Agency Inc January 2011 - Present
American Institute of Certified Public Accountants August 2008 - April 2010
AICPA October 2006 - August 2008
US Navy November 1997 - August 2002
Skills
Insurance, Process Improvement, Vendor Relations, Customer Service, Customer Relations, Military, Life Insurance, Sales, Management, Training, Operations Management, Marketing, Finance, Property & Casualty..., Small Business, Time Management, Nonprofits, Financial Analysis, Employee Benefits, Strategic Planning, Budgets, Strategic Financial..., Team Building, Risk Management, Retirement Planning, Team Leadership, Strategy, Human Resources, Accounting, Leadership, Investments, Coaching, Financial Services, Financial Planning
Education
The American College 2015 — 2017
CLU, ChFC, Financial Planning
Liberty University 2002 — 2006
Bachelor of Science, Management, 3.75
Eli Lilly and Company September 2008 - January 2013
Eli Lilly and Company July 2006 - August 2008
Eli Lilly and Company July 2003 - June 2006
AIM Group International February 2002 - December 2002
Avaya February 2000 - January 2002
X-ceed May 1998 - July 1999
Information Management Network (IMN) September 1997 - May 1998
AICPA September 1996 - September 1997
Skills
International Event..., Meeting Planning, Incentive Programs, Pitching Ideas, International..., Contract Negotiation, Time Management, Meeting Scheduling, Travel Management, Operations Management, International..., Department Budgeting, Budget Monitoring, Invoice Processing, Webinars, Webinar Management, Cost Saving Initiatives, New Business Development, Microsoft Office, Microsoft Excel, PowerPoint, SAP, Motivated self-starter, Organization &..., Team Restructuring, Process Improvement, Procedure Development, Procedure Manuals, Team Building, Employee Training
Education
New York University 1996 — 1997
Certification in Meeting and Conference Management, Meeting and Conference Management
Johnson and Wales University 1988 — 1992
BS Hospitality Management, Hospitality Management
Credit Suisse February 2015 - Present
AICPA October 2014 - January 2015
AICPA June 2014 - January 2015
Dow Chemical June 2012 - August 2012
Skills
Accounting, Finance, Accounts Receivable, Microsoft Excel, Teamwork, Leadership, Communication, Group Work, Organization, People Skills, Adaptation, Inventory Control, Microsoft Office, Social Media, Customer Service
Education
North Carolina A&T State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
University of Ghana 2011 — 2011
Business/Commerce, General
Robins & Morton October 2012 - Present
Rockwell Collins April 2002 - October 2012
AT&T May 1986 - April 2002
Affinity Federal Credit Union 1991 - 2001
AICPA 1991 - 2000
Spann Building Maintenance May 1985 - May 1986
Skills
Financial Analysis, Risk Management, Process Improvement, Accounting, Mergers, Strategic Financial..., Employee Benefits, Strategic Planning, Investments, Insurance, Financial Reporting
Education
London Business School 2001 — 2001
Strategic analysis
University of Phoenix 1991 — 1994
MBA, Management
University of Nebraska at Omaha 1974 — 1978
BSBA, Banking & Finance
AICPA December 2011 - November 2013
Duke University Health System March 2011 - December 2011
The Barnstable Patriot April 2006 - August 2008
State Street Bank May 2005 - September 2005
Fidelity Investments October 2004 - April 2005
State Street Bank February 2003 - October 2004
EMD Serono, Inc. August 2002 - December 2002
John Hancock Financial Services October 2000 - June 2002
Skills
Sales Presentations, Problem Solving, Communication Skills, Skilled Multi-tasker, Product Marketing, Creative Solutions, Sales Motivation, Skilled Relationship..., Social Listening, Success Driven, Great Organizer, Exceptional Attitude, Project Management, Microsoft Office, Customer Service, Access, Strategic Planning
Education
Johnson and Wales University
Bachelor's Degree, Hospitality Sales & Meeting Mangement
Mount Ida College
Associate's Degree, Hotel & Restaurant Management
Wake Technical Community College
Whistle Sports Network August 2015 - Present
Zoku and Juice June 2010 - Present
Consumer Reports April 2014 - July 2015
DubSpot June 2012 - May 2014
AICPA July 2012 - April 2014
CBS Interactive August 2013 - March 2014
BMW January 2011 - July 2012
LAIR July 2010 - January 2011
Chelsea Pictures February 2010 - January 2011
Skills
Final Cut Pro, After Effects, Cinema 4D, Photoshop, Illustrator, Avid Media Composer, Adobe Premier, DVD Studio Pro, Canon DSLR, Episode Pro, Compressor, Automatic Duck, Magic Bullet Looks, Trapcode, Microsoft Excel, Soundtrack Pro, Pro Tools, Cinematography, Digital Cinema, Serato, Shooter, Motion Graphic Design, Video Editing, Editing, Premiere, Cheesecakes, Motion Graphics, Multimedia, Creative Direction, Commercials, Voiceovers, Voice Over, Voice Acting, Social Media, Film
Education
Muhlenberg College 2005 — 2009
BA, Business and English
UNSW Australia 2007 — 2007
Business and English
Northeastern Precision Products May 2014 - Present
AICPA May 2000 - November 2013
AICPA April 1991 - May 2000
Skills
Process Improvement, Budgets, Project Management, Strategic Planning, Management, Business Process..., Program Management, Quality Assurance, Microsoft Office, Quality Control, Publishing, Item Formatting, Change Management, Internal Controls, Forecasting, HTML, Online Marketing, Email Marketing
Education
New York Institute of Technology-Old Westbury 1975 — 1980
Bachelor of Arts (BA), Communication and Media Studies
AICPA October 2011 - Present
AICPA April 2010 - October 2011
Monthly Payment Plan, Inc. January 2008 - April 2010
shirtsonsale.info April 2009 - November 2009
Measurement Incorporated March 2007 - December 2008
Barnes & Noble October 2006 - February 2008
Meredith College- English Dept. August 2002 - May 2006
Clear Channel Comm.- G105 radio August 2005 - January 2006
Skills
Editing, Proofreading, Public Speaking, Social Media, PowerPoint, Copy Editing, Blogging, Press Releases, Newsletters, Technical Writing, Adobe Acrobat, Creative Writing, Corporate Communications, Microsoft Office, Microsoft Excel, Project Management, Writing, Research, Pagemaker, Open Text Livelink, Adobe Creative Suite, FileMaker, Daptiv Project..., Event Planning, Microsoft Word, Social Media Marketing, Public Relations, Marketing Communications, SharePoint, Oracle
Education
Pace University 2013 — 2017
Master of Science (MS), Publishing, 3.6
Meredith College 2002 — 2006
Bachelor of Arts, English Language and Literature, General
Meredith College 2002 — 2006
Bachelor's Degree, Spanish Language and Literature
Universidad Antonio de Nebrija 2005 — 2005
Spanish Studies
Sony Music Entertainment September 2013 - Present
AICPA February 2011 - September 2013
Sony Music Entertainment August 2010 - November 2010
BMG RIGHTS MANAGEMENT April 2006 - July 2010
SESAC September 2005 - February 2006
Cherry Lane Music Publishing May 2003 - August 2003
ABC Television May 2002 - August 2002
Vital Records May 2001 - August 2001
Skills
Music, Copyright Law, Music Production, Songwriting, Television, Music Industry, Video, Advertising, Music Publishing, Recording, Music Licensing, Composition, Record Labels, Film, Blogging, Travel, A&R, Lecturing, Babysitting, Editing, Microsoft Word, Entertainment, Radio
Education
University of Miami
Bachelor of Music, Double major - Music Business & Entertainment Industries and Commercial Music & Production
Scratch DJ Academy 2012 — 2013
DJ Certification Program
New York University 2010 — 2010
Negotiation (School of Continuing and Professional Studies)
DeVry Education Group June 2014 - Present
Futai USA January 2014 - June 2014
Evergreen Information Services August 2013 - January 2014
Belindabilly LLC 2007 - January 2014
AICPA November 2012 - June 2013
Harris Teeter Inc October 2010 - November 2012
A Variety of Projects for a Variety of Organizations June 2010 - November 2012
Freelance Tutor January 2011 - October 2011
Wayfaring Women Tours July 2010 - September 2010
Arts Alliance Illinois February 2010 - June 2010
Skills
Graphic Design, Adobe Creative Suite, Screen Printing, Logo Design, Apparel, Fashion, Art, Fashion Design, InDesign, Web Design, Apparel Graphics, HTML, Photoshop, Illustration, Graphics, Concept Development, Layout, Illustrator, Mac, Sketching, Textile Design, Sewing, Drawing, Textiles, Painting, Styling, Project Planning, WordPress, HTML + CSS, PHP, User Experience Design, User Interface Design, Pattern, Fine Art, Brochures, phpMyAdmin, Wireframes, Dreamweaver, Information Architecture, Marketing Communications, Photography, Event Planning, Visual Design, Employee Training, Instructional Manuals
Education
Middlesex County College 2014 — 2014
Certificate Course, Computer/Information Technology Administration and Management
The School of the Art Institute of Chicago (SAIC) 2006 — 2010
B.F.A, Fiber/Material Studies, and Fashion Design/Construction
AICPA May 2015 - Present
AICPA June 2014 - August 2014
Mitchell Residence March 2013 - August 2013
Our Lady of Lourdes Catholic Church August 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Outlook, Time Management, Facebook, Social Networking, Accounting
Education
University of North Carolina at Charlotte 2013 — 2016
Accounting, Senior
Meredith College 2012 — 2013
Charland, Marciano & Company, CPAs, LLP May 2012 - Present
AICPA 2009 - Present
Rhode Island Small Business Development Center September 2011 - January 2012
JWU Accounting Association 2011 - 2012
ERT June 2011 - August 2011
Internal Revenue Service January 2011 - May 2011
Skills
Accounting, Tax, Tax Preparation, Auditing, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Statements, Access, Account Reconciliation, Analytical Skills, QuickBooks, Analytical, Attention to..., Personal Financial..., Bookkeeping, Personal Finance
Education
Cinnaminson High School
Diploma, General
Johnson and Wales University
B.S, Accounting
Providence College
Master of Business Administration (M.B.A.), Finance
Quartz February 2015 - Present
CREAM January 2014 - February 2015
Freelance August 2012 - January 2015
SIKI IM August 2012 - January 2014
Barnes & Noble March 2010 - August 2012
Newsweek March 2006 - March 2010
AICPA November 2003 - February 2006
Skills
Brazilian Portuguese, Online Editing, Copy Editing, Structural Editing, Online Journalism, Digital Media, Google Analytics, HTML, Social Media, WordPress, Photoshop, News Writing, Editing, Social Media Marketing, Publishing, Web Content, Books, Magazines
Education
New York University 1999 — 2003
B.A., Journalism and Communications
Meredith College May 2015 - Present
CMG Editing April 2011 - Present
AICPA July 2013 - May 2014
AICPA November 2011 - July 2013
Oxford University Press June 2008 - April 2011
Oxford University Press December 2007 - June 2008
North American Review January 2007 - December 2007
Skills
Proofreading, Publishing, Copy Editing, Publications, Editing, Process Improvement, Production Managment, Technical Writing, Journals, The Chicago Manual of..., Quality Auditing
Education
Meredith College 2014 — 2015
Post-baccalaureate certificate, Pre-health
North Carolina State University 2012 — 2013
University of Northern Iowa 2003 — 2007
Bachelor of Arts in English, Creative Writing and Anthropology
KPMG July 2014 - Present
Rothstein Kass July 2013 - July 2014
BlackRock Financial Management April 2010 - July 2013
BlackRock March 2006 - August 2010
AICPA January 2000 - March 2006
Skills
HRIS, Talent Management, Human Resources, Training, Onboarding, Talent Acquisition, Employee Training, Recruiting, Employee Benefits, Integration, Project Management, Management, Project Planning, Vendor Management, Mergers & Acquisitions, Halogen
Education
New Jersey City University 1999 — 2006
B.S., Computer Science
St. Peter's College 1997 — 1998
Bachelor of Science (B.S.), Computer Science
BB&T September 2013 - Present
BB&T June 2012 - September 2013
AICPA September 2011 - June 2012
WebAssign August 2011 - October 2011
IBM June 2007 - May 2009
Skills
Quality Center, Test Planning, Testing, Quality Assurance, Mobile Devices, Mobile Applications, Android, Project Management, iOS, Security, iPhone, SDLC, Software Quality..., SQL, Visio, User Acceptance Testing, Regression Testing, Requirements Analysis, Time Management, Manual Testing, Business Analysis, QTP, Agile Methodologies, Defect Tracking
Education
North Carolina Agricultural and Technical State University
Management Information Systems, General
North Carolina Central University
Computer and Information Systems Security/Information Assurance
Athene Annuity & Life Assurance Company September 2011 - Present
Liberty Life Insurance Company May 2011 - August 2011
RBC Insurance August 2003 - April 2011
Liberty Life Insurance Company February 1998 - August 2003
AICPA 1995 - 1998
Skills
Copywriting, Strategic Planning, Creative Development, Stakeholder Engagement, Media Relations, Social Media, Public Relations, Creative Direction, Management, Corporate Communications, Brand Development, Internal Communications, Marketing Communications, Project Management, Training, Business Development, Product Marketing, Strategic Communications, Strategy, Marketing, Product Management, Sales, Advertising, Speech Writing, B2B, Direct Mail, Community Development
Education
University of Toledo 1982 — 1985
MA, English
Miami University 1977 — 1982
BPhil, Interdisciplinary Studies
Law Office of Benson S. Goldstein April 2013 - Present
AICPA January 2001 - April 2013
Goldstein Law Firm January 1993 - December 2000
U.S. Chamber of Commerce 1989 - 1992
Skills
Tax Research, Tax Law, Tax, International Tax, IRS, Income Tax, Small Business, Corporate Tax, Management, Legislative Relations, Partnership Taxation, Tax Accounting, Estate Planning, Estate Tax Planning, Trusts
Education
New York University
B.S., Accounting
State University of New York at Buffalo
J.D., Law
Crowe Horwath LLP May 1984 - Present
AICPA January 1998 - December 1999
Skills
SEC filings, GAAP, CPA, Internal Controls, Auditing, US GAAP, Accounting, Financial Reporting, SEC, Banking, Sarbanes-Oxley, External Audit, Sarbanes-Oxley Act, SEC Filings
Education
Miami University 1980 — 1984
B.S., Accountancy
AICPA January 2015 - Present
AICPA November 2011 - Present
AICPA January 2010 - October 2011
AICPA April 2007 - December 2009
AICPA September 2006 - March 2007
Skills
Accounting, Accounts Receivable, Change Management, Internal Controls, Payroll, Project Management, Process Improvement, Oracle E-Business Suite, Oracle Applications, Business Process..., Microsoft Excel, QuickBooks, Managerial Finance, IT Audit, GAAP, Financial Reporting, Account Reconciliation, General Ledger, US GAAP, ERP, Business Analysis, Financial Accounting, Revenue Recognition, CRM, Training, Strategy, Sales Tax, Performance Management, Finance, Accounts Payable, Budgets, Invoicing, Recruiting, Business Process, Management Consulting, Oracle Discoverer, Management, Journal Entries, Leadership, Restructuring, Strategic Planning, Financial Analysis, Oracle
Education
Liberty University
MBA, MA (in progress), Accounting
NC State
N/A, Accounting
Radford University
BS, Communications
AICPA August 2015 - Present
Jonathan Horn, CPA November 1993 - July 2015
Artistic Office Products January 1991 - January 1995
Jomah Marketing, Inc January 1990 - January 1991
Target Mailing Lists, Inc January 1987 - January 1990
Sterling House January 1985 - January 1987
Fairfax Advertising, Inc January 1978 - January 1985
Skills
Tax, Tax Returns, Income Tax, Tax Compliance, Tax Services, Tax Preparation, IRS, S Corporations, Partnership Taxation, Corporate Tax, Tax Research, CPA, Tax Accounting, High Net Worth..., Small Business, Tax Law, Estate Tax Planning, Tax Advisory, LLC, US Tax, State Tax, Gift Tax, International Tax, Financial Accounting, Financial Planners, GAAP, Trusts, QuickBooks, Finance, Forensic Accounting, Estate Planning, Bookkeeping, Strategic Financial...
Education
Pace University 1991 — 1993
Certificates, Accounting, Tax
Excelsior College (University of the State of NY) 1983 — 1985
Bachelor of Arts
Massachusetts Institute of Technology 1974 — 1977
Political Science
UnitedHealth Group November 2013 - Present
RTI International October 2003 - November 2013
AICPA January 2008 - August 2009
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Quality Assurance, Data Analysis, Quality Control, Microsoft Word, Customer Service, PowerPoint, Troubleshooting, Root Cause Analysis, Outlook, Program Management, Call Centers, Data Entry, Management
Education
Mount Olive College 2011 — 2013
Bachelor of Science, Healthcare Management
North Carolina Agricultural and Technical State University 1998 — 1999
Eastside Oncology Associates, PLLC May 2012 - March 2015
AICPA August 2008 - January 2012
Marvel Entertainment September 2001 - May 2008
Skills
Customer Service, Office Administration, Administrative..., Data Entry, Microsoft Office, Marketing, Microsoft Excel, Event Planning, Budgets, Microsoft Word, PowerPoint, Telephone Skills, Teamwork, Research, Project Planning, Software Documentation, Analysis, Accounts Receivable, Accounts Payable, Accounting, Management, Marketing Communications, Administrative..., Patient Registration, Clerical Skills, Patient Advocacy, Patient Support, EMR, Prior Authorization, Passionate about work, Compassion, Patient Scheduling, Patient Satisfaction, Electronic Forms, Job Scanning, Medical Records, Healthcare
Education
Monroe College 1990 — 2002
Bachelor, Business Management
Acacia Wealth Advisors 2005 - Present
California Community Foundation January 2010 - Present
American Red Cross of Greater Los Angeles 1997 - Present
United Way Women Leaders 2008 - Present
Japanese American National Museum 2009 - Present
AICPA 2005 - November 2011
AICPA 2000 - 2005
Ernst & Young Investment Advisers 1996 - 2005
Ernst & Young 1996 - 2005
Education
University of Missouri-Saint Louis
MBA
William & Mary 1970 — 1971
BA
Macalester College 1966 — 1968
Balistreri, Jezo & Lascari, LLP January 2010 - Present
AICPA 1996 - 2015
Better Business Bureau of Wisconsin, Inc 1998 - September 2013
Nick Lascari, CPA July 2009 - January 2010
Baker Tilly Virchow Krause, LLP September 2007 - July 2009
Virchow Krause September 1998 - December 2006
Conley McDonald & Company September 1993 - September 1998
Vrakas/Blum, S.C. January 1983 - November 1989
Skills
S Corporations, Trusts, CPA, Finance, Strategic Financial..., Tax Preparation, Accounting, Mergers & Acquisitions, Auditing, Leadership, Small Business, Tax, Tax Returns, Accounts Payable, GAAP, Forensic Accounting, Financial Planners, Tax Advisory, Corporate Tax, Income Tax, Financial Statements, Tax Accounting, LLC, Tax Research, Accountants
Education
Marquette University 1965 — 1970
BS, Accounting
Deloitte May 2015 - Present
AICPA September 2015 - Present
UHY LLP June 2013 - May 2015
Gassman & Golodny LLP January 2012 - June 2013
J.H. Cohn LLP June 2010 - August 2010
Skills
Tax, Strategic Financial..., Tax Preparation, High Net Worth..., Accounting, Personal Tax Planning, Tax Accounting, Tax Advisory, Wealth Management, Trusts, Estate Tax Planning, Partnership Taxation, Financial Planning, Tax Research, CPA, Personal Financial..., Retirement Planning, Alternative Investments, Family Office, Trust Taxation, Wealth Transfer, Charitable Trusts, Multi-generational..., Wealth Preservation..., Charitable Gift Planning, Private Foundations, Fiduciary Accounting, Estate Administration, Wealth, Estate Planning, Private Equity, Hedge Funds
Education
Manhattan College
Bachelor of Science (B.S.), Accounting
Creative Realities October 2014 - Present
uReach Technologies March 2010 - April 2014
Celtic Pharma Development Services January 2010 - March 2010
Plus Diagnostics March 2009 - June 2009
Medical Nutrition USA, Inc October 2006 - November 2008
ALAN LEVY, CPA May 2004 - October 2006
ATC Healthcare April 2000 - May 2004
Globix Corp March 1997 - November 1999
Del Laboratories, Inc. May 1994 - March 1997
AICPA August 1990 - May 1994
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting, GAAP, Management, Cash Flow, Auditing, Contract Negotiation, Forecasting, Budgets, Mergers & Acquisitions, Variance Analysis, Leadership, Finance, Cash Management, Consolidation, SEC filings, Due Diligence, Revenue Recognition, Financial Statements, Internal Audit, General Ledger, Tax, Payroll, Sarbanes-Oxley, QuickBooks, Strategic Financial..., Start-ups, External Audit, IFRS, US GAAP, Business Planning, Cost Accounting, Strategy, Great Plains Software, Managerial Finance, Financial Audits, Financial Accounting, Corporate Tax, Fixed Assets, CPA, P&L, IPO, Cash Flow Forecasting, Hyperion Enterprise, Financial Forecasting, Executive Management, Process Improvement
Education
Long Island University
B.S
Long Island University
Public Accounting
Semper Finance, Inc August 1993 - Present
Institute of World Politics 2009 - August 2015
PICPA May 2011 - April 2015
Archdiocese of Baltimore 2009 - 2015
Western CPE 2008 - 2015
Order of Malta 2008 - 2015
Lincoln Institute of Public Policy 2004 - 2015
MACPA 1994 - 2015
AICPA 1991 - 2015
Good Shepherd Center 1988 - 2015
Skills
Accounting, Strategic Planning, Investment Banking, Non-profits, Public Speaking, Financial Reporting, Budgets, Change Management, Risk Management, Managerial Finance, Management Consulting, Team Building, Training, Strategic Financial..., Corporate Finance, Internal Controls, Business Valuation, Leadership Development, Corporate Governance, Nonprofits, Policy, Business Planning, Restructuring, Financial Analysis, Leadership
Education
University of Maryland - Robert H. Smith School of Business 1976 — 1977
MBA, Finance
Mount St. Mary's University 1969 — 1973
BS, Economics
AICPA May 2014 - Present
USDA June 2012 - October 2013
Sanderson Farms December 2010 - November 2011
U.S. Postal Service December 2009 - December 2010
Procter & Gamble November 2009 - January 2010
CBMW Mixers January 2009 - March 2009
Standard Register August 2008 - December 2008
North Carolina A&T State University March 2004 - May 2008
Skills
Web Design, PowerPoint, Graphic Design, Photoshop, Illustrator, CMS, TECHNICAL SKILLS-..., Technical skills-..., General Skills- Strong..., General Skills- Write,..., General Skills- Ability..., General Skills-..., SQL, Customer Service, Event Planning, Marketing, Microsoft Office
Education
North Carolina Agricultural and Technical State University 2012 — 2014
Master's Degree, Agriculture Education
North Carolina A&T State University 2004 — 2008
Graphic Communications
Barker Jones & Co. January 2015 - Present
Barker Jones & Co. July 2013 - Present
AICPA August 2007 - June 2013
AICPA July 2006 - August 2007
Skills
Auditing, Accounting, Litigation Support, Internal Controls, Financial Reporting, CPA, Fraud, Business Valuation, Sarbanes-Oxley Act, Due Diligence, Forensic Accounting, US GAAP, Assurance, Forensic Analysis, Tax, GAAP, External Audit, Certified Fraud Examiner
Education
Meredith College 1989 — 1993
BS, Accounting
CSC - Computer Sciences Corporation July 2013 - Present
AETNA - Pharmacy Precertification September 2011 - January 2013
iContact April 2011 - June 2011
Hudson IT November 2008 - January 2009
AICPA 2006 - 2008
Skills
Process Improvement, Management, Recruiting, Project Management, Analysis, Strategic Planning, Coaching, Call Centers, Customer Service, Sales, Team Leadership, Customer Satisfaction, Forecasting, Start-ups
Education
North Carolina Wesleyan College 2011 — 2012
Computer Informations Systems, Data Modeling/Warehousing and Database Administration, 3.89
Meredith College 2008 — 2011
MBA, Strategic Planning/Organizational Behavior
North Carolina Wesleyan College 2006 — 2008
BS, Business Administration/Marketing
TEK Systems at Cisco Systems, Inc September 2010 - Present
Manpower @ Cisco Systems, Inc October 2008 - May 2009
AICPA February 2008 - September 2008
Employment One September 2006 - July 2007
Tot's To Tot's Daycare February 2001 - January 2006
Treats Falls House June 2004 - January 2005
Microdyne Outsourcing November 2002 - June 2004
Brewer Rehabilitation and Living Center March 2001 - November 2002
Indian Oaks Nursing Facility January 1997 - January 2001
2003 MBNA America January 1996 - January 1997
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Masters of Science, Human Resources Management
DeVry University 2007 — 2009
Bachelors of Science, Technical Management; HR Management Specialty
Hampden Academy
High School Diploma
United Technologies Center
Nursing Assistant Program
University of Maine
Associates of Science, Business Administration; Management
Glacier Bancorp, Inc. May 2000 - Present
AICPA 2012 - Present
St. Peter's Hospital Foundation 2009 - January 2014
St. Peter's Hospital September 2011 - December 2013
AICPA 2011 - 2012
AICPA PEEC 2009 - 2012
Montana Food Bank Network 2004 - 2011
MSCPA 2008 - 2009
Galusha Higgins & Galusha 1997 - 2000
Skills
CPA, Auditing, Financial Analysis, Accounting, Financial Reporting, Internal Controls, Microsoft Office, Project Management, Financial Accounting
Education
Pacifiic Coast Banking School @ UW 2003 — 2005
Banking
Montana State University-Bozeman 1996 — 1997
Accounting
The University of Montana 1992 — 1996
B.S., Accounting
StoryCorps January 2014 - Present
StoryCorps February 2013 - January 2014
Alvin Ailey American Dance Theater February 2011 - February 2013
New York University October 2008 - March 2011
The Public Theater September 2010 - December 2010
New York University December 2008 - December 2010
AICPA June 2009 - September 2009
Laura Dail Literary Agency, Inc. August 2008 - May 2009
Skills
Event Planning, Fundraising, Event Management, Nonprofits, Editing, Arts Administration, Social Media, Social Networking, Writing, Proposal Writing, Theatre, Tessitura, Raiser's Edge, Special Events, Copywriting, Non-profits, Microsoft Office, PowerPoint, Social Media Marketing, Marketing, Community Outreach, Donor Management, Major Donor Cultivation, Donor Solicitation, Board Development, Production Management, Project Management
Education
New York University Gallatin School of Individualized Study 2007 — 2010
Bachelor's Degree, Individualized Study in Anthropology, Communications, Theater Studies, English
Patheon November 2014 - Present
SOX Consultant to Large Corporations October 2012 - August 2014
AICPA March 2011 - May 2013
Womens Health Non-Profit May 2011 - November 2012
Confidential - Law Firm August 2010 - September 2012
School House LLC October 2010 - March 2011
Defense Contractor March 2009 - March 2009
RTI International 2006 - 2008
Various Public Clients 2003 - 2006
Airspeed LLC 1998 - 2003
Skills
Financial Reporting, Accounting, GAAP, Leadership, Policy, Risk Assessment, IFRS, Software Documentation, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Auditing, Managerial Finance, Financial Analysis, General Ledger, Business Process..., Sarbanes-Oxley, Internal Audit, Variance Analysis, Finance, US GAAP
Education
Marshall University 1977 — 1979
BBA, Accounting
AICPA January 2015 - Present
Johnson Lambert LLP November 2011 - January 2015
Todd Rivenbark & Puryear, PLLC January 2008 - November 2011
Dixon Hughes PLLC January 2004 - January 2008
Skills
Auditing, Audit, Non-profits, Accounting, GAAP, Internal Controls, Financial Reporting, Budgeting, Compliance
Education
Meredith College 2000 — 2003
New York State Division of Financial Services February 2012 - Present
Paul Geoghan, Esq August 2007 - January 2012
AICPA July 1987 - July 2007
Robinson, Silverman, Pearce, Aronsohn and Berman July 1985 - July 1987
Kelley Drye & Warren LLP August 1982 - July 1985
Skills
Financial Services, Intellectual Property, Non-profits, Regulations, Arbitration, Litigation Support, Corporate Law, Privacy Law, Legal Writing, Mergers, Legal Research, Bankruptcy, Trusts, Securities Regulation, Due Diligence
Education
New York Law School 1979 — 1982
JD
Washington University in St. Louis 1974 — 1978
B.A.
Stuyvesant High School
Stuyvesant High School
Stuyvesant High School
AICPA January 2013 - Present
Swedish-American Chamber of Commerce - Carolinas June 2012 - Present
AICPA December 2008 - December 2012
Sony Ericsson Mobile Communications December 2002 - December 2008
Sony Ericsson September 2001 - December 2002
Ericsson October 1998 - September 2001
Skills
Business Management, Six Sigma, Management Consulting, Quality Management, Microsoft Office, EFQM, Process Improvement, Process Development, Business Process..., Process Engineering, Risk Management, Change Management, Process Management, Program Management, Continuous Improvement, Cost Reduction, Quality Assurance, Project Planning, Business Analysis, Strategic Planning, Team Leadership, Cross-functional Team..., Strategy Development, Risk Assessment, PMP, Business Strategy, Product Management, Product Development, ISO, Operational Excellence, Resource Management, Information..., Data Analysis, Market Analysis, Portfolio Management, Project Portfolio..., Business Intelligence, New Business Development, Environmental Management, Sustainability, Team Management, Strategy, Management, Project Management, Training, Process Simulation, Organizational..., Business Development, Analytics, Market Research
Education
Lund University 1997 — 1998
Master
Lund University 1991 — 1997
Master
AICPA April 2010 - June 2011
Morgan Stanley Smith Barney March 2008 - April 2010
General Board of Pension and Health Benefits 2006 - 2008
United Methodist Foundation, Inc. 1990 - 2006
NC Annual Conference UMC 1990 - 2006
Education
Methodist University 1976 — 1977
BA, Business
Queens University of Charlotte 1973 — 1976
Music
Sports Endeavors January 2014 - Present
AICPA February 2011 - October 2012
AICPA August 2010 - April 2011
Sports Endeavors February 2010 - August 2010
Sports Endeavors May 2009 - December 2009
Western Carolina University August 2007 - December 2009
University of North Carolina School of Law July 2006 - August 2008
University of North Carolina - Office of Human Resources May 2006 - July 2006
Peace Corps June 2003 - August 2005
Sunflower House December 2000 - December 2002
Skills
Human Resources, Employee Benefits, Benefits Administration, Public Relations, Talent Management, Onboarding, Event Planning, Recruiting, Personnel Management, Employee Relations, Management, HRIS, Organizational..., Interviews, Talent Acquisition, Training, Program Management
Education
Western Carolina University 2007 — 2009
Master of Science, Human Resources
Missouri State University 1995 — 1999
BS, Sociology and Political Science
Perform Group September 2015 - Present
Brooklyn Nets July 2014 - June 2015
New York Red Bulls February 2010 - May 2015
Brooklyn Nets February 2012 - July 2014
Freelance 2005 - February 2012
AICPA August 2011 - January 2012
New York Red Bulls February 2010 - August 2011
Michael Hoff Productions March 2009 - March 2010
Pikum October 2008 - January 2009
Atlas Media Corp June 2008 - September 2008
Skills
Video Editing, Motion Graphics, Videography, Production, Video Production, Video Shooting, Camera, HD, After Effects, Photoshop, Post Production, DVD Studio Pro, Adobe Creative Suite, Illustrator, Lighting, Mac, Shooting, Sports, Television, Video, Digital Media, HD Video, Entertainment, Producing, Animation
Education
Syracuse University 2001 — 2005
Bachelor's, Television-Radio-Film; Philosophy
London Metropolitan University 2008 — 2009
Master's, Digital Media
AICPA December 2014 - July 2015
Logos Technologies, LLC August 2008 - October 2014
Catalent Pharma Solutions February 2006 - August 2008
Pfizer April 2004 - February 2006
Novartis August 2002 - April 2004
WYETH AYERST (AHP) February 2002 - July 2002
WYETH AYERST (AHP) December 2000 - January 2002
Wyeth January 2000 - December 2000
Alteon Inc. March 1998 - December 1999
Skills
Quality Assurance, Software Documentation, Training, Testing, Program Management, GMP, Lean Manufacturing, Onsite, Software, Quality System, Leadership, FDA, Analysis, Offsite Backup, Technical Writing, Sop, Manufacturing, Project Management, Pharmaceutical Industry, Management, Process Improvement, Start-ups, Excellent communication..., Experienced in..., Experienced in the..., Experienced in..., Experienced in Quality..., Certified Scrum Master..., SOP, Employee Training
Education
Scrum.org 2014 — 2014
Professional Scrum Master Certification
Wake Technical Community College 2010 — 2010
Intro to Programming and Logic Course
Long Island University, Southampton Campus 1992 — 1996
BA Marine Science/Biology, Marine Science
AICPA March 2015 - Present
AICPA July 2007 - Present
Law Office of J. Michael Duncan 1995 - 2007
Skills
Litigation Support, Forensic Accounting, Accounting, Expert Witness, CPA, Financial Modeling, Fraud, Mergers & Acquisitions, Forensic Analysis, Bankruptcy, Tax, SEC filings, Business Valuation, Dispute Resolution, Financial Analysis
Education
Meredith College
Bachelor of Music
AICPA February 2015 - Present
American Institute of CPAs January 2012 - January 2015
AICPA December 2010 - February 2012
AICPA September 2009 - December 2010
AICPA May 2008 - August 2009
Williams Overman Pierce May 2007 - May 2008
Gatto, Pope & Walwick, LLP November 1999 - December 2006
Considine & Considine February 1999 - November 1999
Education
Kansas State University 1993 — 1998
BDO USA, LLP January 1995 - Present
BDO USA, LLP January 1995 - Present
AICPA March 1990 - December 1994
KPMG LLP August 1985 - March 1990
Pfizer June 1979 - August 1985
Skills
Securities Litigation, Financial Reporting, White Collar Criminal..., Accounting..., Accountants'..., Corporate Internal..., Expertise in GAAP and..., Accounting, GAAP, Forensic Accounting, CPA, Certified Fraud Examiner, Auditing, Fraud, Litigation Consulting, Assurance, US GAAP, SEC filings, Financial Statements, Sarbanes-Oxley Act, External Audit, Tax Accounting, Internal Controls, SEC Filings
Education
LIU Post 1980 — 1985
BS, Accounting
American Society of Echocardiography 2015 - Present
American Society of Echocardiography May 2012 - 2015
AICPA 2010 - 2012
American Institute of Certified Public Accountants 2007 - 2010
Skills
Budgets, Accounting, Consulting, Project Planning, Public Speaking, Project Management, Microsoft Word, Trade Shows, Process Improvement, Microsoft Office, Microsoft Excel, Non-profits, Event Planning, Strategic Planning, Auditing, Leadership, Training, Nonprofits, Event Management, Internal Controls, Customer Service, Financial Analysis, Analysis, Financial Reporting, Meeting Planning, Contract Negotiation, Management, Marketing, Outlook, Time Management, Social Media
Education
University of North Carolina at Charlotte 2006 — 2006
Meeting and Event Planning Certificate
Meredith College 2005 — 2005
Meeting and Event Planning Certificate
University of North Carolina at Charlotte 1998 — 2003
Bachelor's Degree, Business Administration and Management, General
AICPA September 2013 - Present
J&J Editorial 2011 - 2013
Beechwood Associates, Inc. 2010 - 2011
Skills
Microsoft Office, Adobe Acrobat, Customer Service, Editing, Writing
Education
North Carolina State University 2007 — 2010
Bachelor's Degree, English
Martin Community College 2005 — 2007
Liberal Arts and Sciences, General Studies and Humanities
AICPA October 2014 - Present
Patterson & Company CPAs pllc November 2011 - Present
Kentucky Society of CPAs June 2014 - Present
Skills
Accounting, Internal Controls, Small Business, Strategic Planning, Budgeting, Financial Planning, Financial Analysis, Bookkeeping, Customer Relations, Forecasting, Financial Reporting, Quickbooks, Business Strategy, Marketing Strategy, Start-ups, Business Planning, Non-profits, QuickBooks, Budgets, Strategic Financial..., Tax, Inventory Management, Customer Service, Income Statement, CPA, Team Building, Nonprofits, Leadership, Auditing, Executive Management, Financial Statements, Payroll, P, GAAP, Sales Management, Consulting, P&L
Education
Liberty University 2009 — 2011
MSA, Accounting
University of Louisville 2006 — 2008
ACCT, Accounting
Liberty University 1996 — 2000
BS, Business Management
AICPA March 2013 - Present
AICPA July 2012 - March 2013
Riverstone Residential Group June 2009 - September 2011
Outback Steakhouse INC December 2002 - September 2010
Skills
Outlook, Microsoft Excel, PowerPoint, Bilingual-English/Spanis..., Microsoft Office 2008..., Oracle, Filemaker Pro, Microsoft Office, Event Planning, Marketing, Budgets, Project Management, Sales, Customer Service
Education
Meredith College 2003 — 2008
Bachelor of Science, Business Management
United A & T Services January 2010 - Present
United A & t Services 2007 - Present
United A & T Services January 2008 - December 2009
AICPA January 2006 - January 2007
Skills
Financial Reporting, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Microsoft Office
Education
New Jersey City University 2009 — 2013
BS, Business Administration
New Jersey City University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Pierce and Maldonado PC July 2004 - Present
Various Treasurer Positions December 1993 - June 2004
AICPA October 1994 - March 1997
PwC September 1989 - October 1994
Skills
Tax Preparation, QuickBooks, Accounting, Not for Profit, Financial Analysis, Financial Reporting, Finance, Estate Planning, DCAA Compliance, IRS problem resolution, Internal Controls, Due Diligence, Management, CPA, GAAP, Strategic Financial..., Mergers & Acquisitions, DCAA, Auditing, Strategy
Education
Mount Saint Mary's College 1985 — 1989
Accounting
Summit High School
AICPA August 2012 - December 2012
Skills
Microsoft Office, Oracle
Education
North Carolina Central University 2010 — 2011
Minot State University 2002 — 2004
Criminalistics and Criminal Science, 3.5
AICPA 2007 - Present
Craft & Hobby Association 2006 - 2007
AICPA 2001 - 2006
International Quality & Productivity Center (IQPC), HR Events 1998 - 2001
Montclair State University 1997 - 1998
Montclair State University 1996 - 1997
Skills
Training, Leadership, Non-profits, Leadership Development, Event Planning, Vendor Management, Due Diligence, Budgets, Program Management, Project Management, Strategic Planning, Marketing Communications, Microsoft Office, Microsoft Excel, Process Improvement, Nonprofits, Team Building, Business Strategy
Education
Montclair State University 1996 — 1998
MA, Counseling
Montclair State University 1992 — 1996
BA, Psychology
Thrive 4-7, LLC February 2015 - Present
Health 2.0 - NC Triangle April 2013 - Present
Triangle Startup Weekend - Health November 2013 - Present
AICPA November 2014 - January 2015
Self-Generated Health Information Exchange June 2013 - October 2014
UNC School of Medicine August 2010 - July 2014
UNC School of Medicine February 2009 - August 2010
Wilson Sloan June 2008 - December 2008
University of North Carolina at Chapel Hill, School of Medicine June 2007 - May 2008
Skills
Web Development, Project Management, Databases, Systems Analysis, Higher Education, Information Architecture, Research, Six Sigma, Healthcare Information..., Quality Improvement, Software Development, Puns, Social Media, Healthcare, Leadership, Training, Management, Start-ups, Analysis, Innovation, Informatics, Analytics, Web Applications, Strategy, Entrepreneurship, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
MBA, Focus on Strategy, Entrepreneurship, and Healthcare
University of North Carolina at Chapel Hill 2007 — 2009
MSIS, Information Science
Miami University 1998 — 2000
MA, Comparative Religion
Miami University 1993 — 1997
BPhil, Interdisciplinary Studies, Cum Laude
WithumSmith+Brown July 2012 - Present
NJTC October 2008 - Present
WithumSmith+Brown February 1987 - Present
AICPA October 2011 - October 2014
AICPA October 2011 - September 2014
New Jersey Technology Council 2007 - 2011
New Jersey Society of Certified Public Accountants June 2006 - May 2007
New Jersey Society of CPAs 2006 - 2007
Skills
CPA, CITP, Technology, Accounting, Auditing, Financial Reporting, Tax Services, Tax, Forensic Accounting, Financial Planning, Income Tax, Assurance, Business Advisory, Management Consulting, Tax Preparation, Business Valuation, Mergers, Compliance, Small Business, Internal Controls, IFRS, Tax Returns, GAAP, Internal Audit, Litigation Support, Professional Services, Fraud, Private Companies, Multinational, Accountants, Expert Witness, Financial Accounting, Due Diligence, SEC reporting, Corporate Tax, SAS70, FAS109, Controllers, Computer Security, Information Assurance, Cyber Security, Information Quality, XBRL, Cloud Computing, Hosted Services, Hosted Solutions, Virtualization, SaaS, Social Web, PaaS
Education
Kean University 1982 — 1986
BS, Accounting
CIS by Deloitte July 2015 - Present
Compliance Implementation Services (CIS) March 2014 - July 2015
AICPA June 2011 - March 2014
Skills
Accounts Receivable, Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Accounting, Financial Analysis, Outlook, Forecasting, Access, Finance
Education
North Carolina State University 2008 — 2011
Bachelor of Science (B.S.), Accounting
Kent State University 2007 — 2008
AICPA April 2015 - Present
AICPA October 2014 - Present
Skills
Adobe Creative Suite, Dreamweaver, Captivate, Illustrator, Event Planning, Higher Education, Microsoft Excel, Microsoft Office, Microsoft Word, Multimedia, PowerPoint, Public Speaking, Social Media, Staff Development, Teaching, Web Design
Education
North Carolina State University 2011 — 2013
Master of Arts (M.A.), Special Education/ESL
North Carolina Central University 2004 — 2007
Master of Arts (MA), Educational/Instructional Technology
North Carolina A&T State University
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
The High Road Institute January 2010 - Present
National Speakers Association-USA 1993 - 2014
NSA Northwest - Northwest Chapter of the National Speakers Association 1992 - 2014
AICPA 1988 - 2013
Washington Society of CPAs 1979 - 2013
Insititute of Management Accountants 1983 - 2012
Ron Rael, Speaker & Facilitator January 1993 - December 2010
Mares Nichols 2006 - 2009
Wry Toastmasters 1992 - 2002
Context International 1990 - 1994
Skills
Facilitator & Peace..., Consultant & Change..., Influencer & Contributor, Leadership Development, Leadership, Coaching, Succession Planning, Management Consulting, Organizational..., Public Speaking, Business Planning, Change Management, Strategic Planning, Policy, Strategic Leadership, Executive Coaching, Team Building, Entrepreneurship, Business Strategy, Workshop Facilitation, Consulting, Strategy, Marketing, Training, Social Networking, Nonprofits, Motivational Speaking, Time Management, Public Relations, Budgets, Thought Leadership, Staff Development, Business Coaching, Organizational..., Executive Development, Conflict Resolution, Employee Training, Career Development, Presentation Coaching, Emotional Intelligence, Performance Management, Performance Improvement, Business Process..., Culture Change, Employee Engagement, Training Delivery, Talent Management, Personal Branding, Small Business, Executive Management
Education
National University 1978 — 1979
Bachelors
University of California Riverside 1971 — 1973
none
Bank of America 2008 - Present
Countrywide Home Loan 1998 - 2008
AICPA 1996 - 1998
Tullett and Tokyo Inc 1988 - 1996
Education
New Jersey Institute of Technology 1986 — 1988
M.S. CIS
Ming Chuan University 1977 — 1980
B.S., Computer Science
The Topps Company January 2012 - Present
Wyndham Worldwide May 2010 - October 2011
Unilever February 2008 - September 2008
Accenture July 2006 - May 2007
AICPA 2004 - 2006
ING Financial Services 2001 - 2003
Intel 1998 - 2000
Skills
Oracle Applications, Vendor Management, Change Management, PMP, Business Analysis, Business Process..., Oracle E-Business Suite, Software Project..., ERP, CRM, Program Management, IT Strategy, Outsourcing, SDLC, Agile Methodologies, Financials, OBIEE, Oracle Agile PLM, Hyperion Planning
Education
New Jersey Institute of Technology 1996 — 1997
MS, Computer Science
New Jersey Institute of Technology 1992 — 1996
BS, Computer Engineering
AICPA January 2013 - Present
Kreischer Miller July 2008 - December 2012
Saint-Gobain Corporation January 1994 - June 2008
Price Waterhouse 1989 - 1992
Skills
GAAP, ProSystem fx Tax, CPA, Corporate Tax, Tax Preparation, Accounting, US GAAP, Income Tax, Tax, General Ledger, Financial Reporting, CGMA, Internal Controls, Tax Accounting, Financial Statements, Sarbanes-Oxley Act
Education
La Salle University - School of Business Administration 1984 — 1988
Bachelor of Science (BS), Accounting
Fair Lawn High School
Fair Lawn High School
AICPA September 2015 - Present
AICPA November 2014 - September 2015
Cisco Systems September 2012 - October 2014
Cisco Systems Inc 1999 - September 2012
Skills
Cross-functional Team..., Vendor Management, Program Management, Business Intelligence, Business Process, Business Analysis, PMO, CRM, Cloud Computing, Enterprise Software, Process Improvement, Business Process..., Leadership, Strategy
Education
Loyola Marymount University, College of Business Administration 1992 — 1996
Bachelor of Business Administration (BBA)
Bellarmine College Preparatory 1987 — 1991
High School
CSX Technology February 2010 - Present
AICPA November 2008 - February 2010
Connextions 2007 - 2008
Tata Consultancy Services Asia Pacific Pte. Ltd. 2004 - 2006
Skills
SDLC, XML, JSP, JDBC, DB2, Spring, PL/SQL, Unix, Web Services, Java, SQL, Hibernate, Tomcat, Struts, Microsoft SQL Server, Unix Shell Scripting, JavaScript, Weblogic, Enterprise Architecture, MySQL, Scrum, ESB, SOA, jQuery, JMS, Java Enterprise Edition, Agile Methodologies, Eclipse, JSF, J2EE Application..., JUnit, EJB, Linux, AJAX, Software Development, Ant, JBoss Application Server, Servlets, Websphere, Design Patterns, Software Project...
Education
Jawaharlal Nehru Technological University 1998 — 2002
B.Te
CVM
Roman Catholic Diocese of Brooklyn June 2010 - Present
HIP Health Plan Of NY August 2007 - November 2008
AICPA 1989 - 2007
American Institute of CPAs 1989 - 2007
Salant 1980 - 1988
Education
LaGuardia Community College
Associates, Business Administration
Terumo November 2011 - Present
Practising Law Institute November 2008 - October 2011
Monster/TMP worldwide December 2005 - June 2008
AICPA July 2004 - December 2005
Skills
ASP, CSS, PHP, SQL, Business Analysis, Project Management, IT Strategy, Enterprise Architecture, Software Development, Microsoft SQL Server, Integration, Business Intelligence, Databases
Education
Monmouth University 2001 — 2003
Master, Computer Science
AICPA January 2007 - Present
Skills
Access, SOA, Analysis, Oracle, SQL, SharePoint, Visio, SDLC, Testing, Project Management, Software Project..., Requirements Analysis, Business Analysis, Software Development
Education
Manonmaniam Sundaranar University
Crowe Horwath LLP February 2006 - Present
AICPA 2004 - February 2006
KPMG 1994 - 2004
Skills
US GAAP, Audit, GAAP, Auditing, Accounting, ERISA, Employee Benefits, CPA, Internal Controls, External Audit, Assurance, Sarbanes-Oxley
Education
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Science, Accounting
CM Services May 2011 - Present
AICPA May 1993 - October 2003
Skills
Meeting Planning, Public Speaking, Trade Shows, Event Management, Corporate Events, Team Building, Creative Problem Solving, Budgets, Event Planning, Strategic Planning, Marketing Communications, Nonprofits, Hospitality
Education
Niagara University 1984 — 1988
The Ohio CPA Foundation January 2010 - Present
Valerie Krueckeberg, CPA April 2007 - Present
The Ohio Society of CPAs 1997 - Present
AICPA May 2013 - May 2014
The Children's Theatre of Cincinnati June 2011 - June 2013
The Children's Theatre of Cincinnati 2004 - May 2011
Kenra, Ltd. January 2009 - December 2010
KPMG September 1992 - February 2007
Skills
Non-profits, SEC filings, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Budget, Strategic Planning, Managerial Finance, Microsoft Office, Teaching, Financial Accounting, Nonprofits, US GAAP, Budgets
Education
Miami University 1988 — 1992
BS, Accounting
NYSERDA January 2006 - Present
AICPA 1997 - 2004
Skills
Event Management, Event Planning, Program Management, Meeting Planning, Budgets, Strategic Planning, Public Relations, Public Speaking, Trade Shows, Leadership
Education
New York University 1996 — 1997
Utica College 1987 — 1991
BA, International Studies
U.S. House of Representatives September 2010 - Present
AICPA August 2014 - Present
The Institute of Internal Auditors Inc. May 2014 - Present
Institute of Internal Auditors - DC Chapter September 2011 - May 2014
U.S. House of Representatives - Office of Inspector General May 2008 - September 2010
Freddie Mac August 2006 - April 2008
HSBC November 2004 - August 2006
Bank of America September 2000 - November 2004
PricewaterhouseCoopers (MCS) December 1999 - September 2000
Conseco July 1997 - December 1999
Skills
Auditing, Project Portfolio..., Risk Management, Software Development, Change Management, Management Consulting, Benchmarking, Six Sigma, Cost Analysis, Teaching, Enterprise Risk..., Internal Controls, Process Improvement, Leadership, Cost Benefit, Training, PMP, Government, Budgets, Project Management, SDLC, Business Process, Risk Assessment, Strategic Planning, Governance, Internal Audit, Business Process..., Program Management, Policy, IT Strategy, Management, Project Planning, Analysis, IT Audit, Operational Risk..., Financial Analysis, Operations Management, PMO, Sarbanes-Oxley Act
Education
Knox College 1988 — 1992
Rockefeller Group Technology Solutions, Inc. (RGTS) May 2010 - Present
BCRE USA January 2009 - May 2010
Business Technology Partners December 2004 - January 2009
AICPA June 2002 - December 2004
Skills
Cisco Technologies, VMware, Microsoft Exchange, Virtualization, Troubleshooting, Networking, Windows Server, Network Design, Active Directory, LAN-WAN, System Administration, Juniper, Windows, Network Engineering, Visio, Switches, Windows 7, Microsoft Technologies, Servers, VMware ESX, VMware Infrastructure, EIGRP, Data Center, Cisco Routers, OSPF, Firewalls, Cisco IOS, Routers, SAN, DNS, DHCP, TCP/IP, CCNA, VPN, Disaster Recovery, Cloud Computing, Managed Services, Routing, Network Architecture, WAN
Education
Polytechnic University 1999 — 2003
BS, Computer/Electrical Engineering
Kraft Foods April 2008 - November 2008
CPA2biz Inc December 2005 - March 2008
AICPA 2004 - 2005
SetFocus 2002 - 2002
Skills
CSS, JavaScript, Web Development, Programming, HTML, XML, AJAX, SQL Server, Dreamweaver, SQL, Visual Basic, CMS, ASP, Windows, Java, Web Design, PHP, XHTML, Photoshop, Microsoft Office, Databases, DHTML, Operating Systems, SharePoint, E-commerce, Excel, Microsoft Excel, jQuery, Web Applications, WordPress, Microsoft SQL Server, HTML 5, IIS
Education
Set Focus LLC. 2002 — 2002
Java Development
The Chubb Institute 2000 — 2001
Web Development
New Jersey Institute of Technology 1986 — 1992
Management Information Systems, General
Rutgers, The State University of New Jersey-Newark 1986 — 1992
Harsco Corporation 2004 - Present
McDonough, Eddy, Parsons & Baylous, AC 1981 - Present
CPA2BIZ 1999 - 2005
American Institute of Certified Public Accountants 2000 - 2001
AICPA 1994 - 1997
West Virginia Board of Accountancy 1989 - 1990
West Virginia Society of Certified Public Accountants (WVSCPA) 1987 - 1988
Skills
Certified Public..., Corporate Governance, Auditing, Accounting, CPA, Audit Committee, SEC, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Mergers & Acquisitions, Managerial Finance, Financial Analysis, Restructuring, Due Diligence
Education
Marshall University 1968 — 1972
BBA, Accounting
Marshall University 1968 — 1972
Bachelor of Business Administration (BBA), Accounting
AICPA June 2010 - Present
AICPA March 2007 - June 2010
Duke University Press October 2005 - March 2007
Thomson Dialog 2004 - 2005
AIG Valic 2003 - 2004
Skills
Process Improvement, Microsoft Excel, Budgets, Outlook, Microsoft Word, Forecasting, Microsoft Office, Strategic Planning, Management, PowerPoint, Project Management, Team Building, Leadership, Personal Finance, Coaching, Tax Preparation, Customer Service, Change Management, Accounting, Human Resources, Operations Management, Recruiting, Business Development, Sales, Access
Education
New York Institute of Technology-Old Westbury
MBA, Business Management
State University of New York College at Fredonia
BS, Business Marketing
AICPA Programmer/AnalystTekelecJuly 1998 - July 2007
Education
Michigan Technological University
BS, Electrical Engineering
Citi June 2014 - Present
Citi June 2011 - May 2014
Accenture Services September 2009 - June 2011
Integrated InfoSystems Inc September 2005 - July 2009
AICPA April 2003 - October 2005
Nav Techology Inc January 2001 - January 2003
Integrated Systems International Ltd, Dubai,UAE 1997 - 1999
Godrej Consumer Products Ltd July 1994 - July 1995
Skills
Anti Money Laundering, Regulatory Compliance, Project Management, Business Analysis, Oracle E-Business Suite, Business Process...
Education
National Institute of Industrial Engineering 1995 — 1997
MBA, Business Management
Regional Engineering College, Bhopal 1990 — 1994
Bachelor of Engineering (B.E.)
Northwestern Mutual 2015 - Present
North Carolina Association of CPAs (NCACPA) 2013 - 2014
AICPA 2012 - 2013
AICPA 2010 - 2012
AICPA 2009 - 2010
American Institute of Certified Public Accountants (AICPA) 2009 - 2010
AICPA 2006 - 2009
American Institute of Certified Public Accountants 2006 - 2009
Ernst & Young 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Accounting, Staff Development, Auditing, Internal Controls, Financial Reporting, Tax, Financial Accounting, Financial Analysis, Assurance, Cultural Change..., Customized Workshops, Diversity Recruitment, Educational Leadership, Equality, HR Consulting, Human Resources, Leadership, Management, Management Consulting, Microsoft Excel, Process Improvement, Program Management, Project Management, Public Relations, Public Speaking, Relationship Building, Relationship Management, SEC filings, Small Business, Strategic Financial..., Strategic Planning, Team Building, Budgets, CPA, Consulting, External Audit, Financial Statements, Forecasting, Income Tax
Education
Miami University 1994 — 1998
BS, Accounting
Centerville High School
InfraGard 2001 - November 2013
AICPA 2001 - November 2013
Stroz Friedberg, LLC December 2010 - June 2013
KPMG LLP - Advisory - Forensic Services August 2005 - November 2010
FBI 1984 - 2005
Skills
Forensic Accounting, Litigation Consulting, Asset Tracing, Anti-fraud, Anti-corruption, FCPA, Code of Conduct, Complaints Handling, Evidence, Criminal Investigation, Testimony, Interrogation, Interrogation Techniques, Certified Fraud Examiner, Big 4, KPMG, Expert Witness Services, Government..., White Collar Criminal..., Internal Investigations, White Collar, Fraud Investigations, Fraud, Police, Cybercrime, Computer Forensics, Background Checks, Government, Private Investigations, Criminal Investigations, Information Security..., AML, Expert Witness, Enforcement, Forensic Analysis, Corporate Security, Vulnerability Assessment, Security Management, Counterterrorism, Privacy Law, Investigation, Risk Assessment, Business Continuity, Litigation Support, Crisis Management, Due Diligence, Corporate Fraud..., Enterprise Risk..., Physical Security, Fraud Detection
Education
New York Institute of Technology-Old Westbury 1976 — 1980
BS, Accounting
Cathedral College of Immaculate Conception 1973 — 1975
History
AICPA April 2015 - Present
Experis March 2014 - November 2014
Duke University September 2007 - November 2013
Quintiles March 2007 - August 2007
Mi-Corporation January 2005 - February 2007
Oak Value Capital Management, Inc. October 2001 - November 2004
Lason November 2000 - October 2001
Whole Foods Market April 1998 - August 2000
Whole Foods Market March 1995 - April 1998
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, General Ledger, Auditing, Internal Controls, GAAP, Variance Analysis, Managerial Finance
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Currently Enrolled, MBA
Northeastern Illinois University 1986 — 1988
BS, Accounting
Westchester Community College, State University of New York August 2008 - Present
AICPA February 2007 - August 2008
St. Joseph's College September 2005 - February 2007
AICPA November 2004 - January 2007
Henry Street Settlement May 2002 - November 2004
GoCollect.com 1999 - 2002
College Art Association 1996 - 1999
Skills
Library, Electronic Resources, Higher Education, Library Instruction, Information Literacy, Library Science, Academic Libraries, Grant Writing, Library Management, Research, Teaching, Editing, Distance Learning, Collection Development
Education
LIU Post 2003 — 2006
MS, Library and Information Science
George Washington University 1995 — 1995
Graduate coursework in American Literature
University of Delaware 1991 — 1994
BA, English, Women's Studies
SUNY Learning Network 2013 — 2014
Professional Development, Certificate Courses in Instructional Design for Distance Learning
AICPA August 2007 - Present
AICPA September 1990 - August 2007
Deloitte Haskins & Sells September 1988 - June 1990
Skills
Internal Controls, Auditing, Internal Audit, Accounting, GAAP, Assurance, External Audit, US GAAP, CPA, Financial Accounting, Sarbanes-Oxley Act, IT Audit, Managerial Finance, Financial Reporting, SEC filings, Tax Accounting, Financial Analysis
Education
Manhattan College 1984 — 1988
DBH Consulting 2012 - Present
Broadridge Financial Solutions 2013 - 2015
DTCC 2006 - 2012
New York University 2004 - 2010
AICPA 2000 - 2006
Automatic Data Processing (ADP) 1998 - 2000
Cytec 1995 - 1998
Times Mirror 1992 - 1995
Price Waterhouse 1990 - 1992
Skills
Diversity & Inclusion, Employee Engagement, Recruiting, Talent Management, Leadership Development, Strategy, Leadership, Human Resources, Succession Planning, Budgets, Performance Management, Management, Program Management, Organizational..., Onboarding, Personnel Management, Policy, Training, Talent Acquisition, Strategic Planning, Employee Relations, Change Management, Process Improvement, Employee Benefits, Non-profits, Organizational..., Nonprofits, Relationship Management, Deferred Compensation, Project Management, Community Outreach, Public Speaking
Education
Norfolk State University
BS
AICPA September 2014 - Present
The Select Group March 2014 - September 2014
Compania de Seguros Lima December 2012 - July 2013
Castile Inc October 2010 - May 2012
VIF International Education August 2005 - July 2010
Congressional Country Club July 1999 - January 2005
Aquamax July 1996 - July 1997
US Navy May 1994 - December 1995
Skills
Six Sigma, Microsoft Excel, Microsoft Word, Project Management, Program Management, MS Project, Access, Strategic Planning, Business Strategy, SharePoint, Business Process Mapping, Business Analysis, Budget Monitoring, Operating Budgets, Executive Reporting, Business Development, Business Process Design, Data Analysis, Oracle SQL, Intercultural..., Staff Development, Leadership Development, Spanish, Management, Training, Leadership, CRM, Forecasting, Business Process..., Budgets, Analysis, Spanish-speaking, Business Intelligence, Vendor Management, Tactical Operations
Education
Texas A&M University-Commerce 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.72
University of Maryland University College 2002 — 2004
BS, Business Management, 3.87
Montgomery College 1999 — 2002
AA, Business Management
Universidad Nacional Agraria La Molina 1996 — 1999
Agricultural Engineering
Delmarva Zoological Society July 2014 - Present
PKS & Company, P.A. February 2012 - Present
Salisbury Area Chamber of Commerce April 2013 - Present
MACPA 2000 - Present
AICPA 1993 - Present
BNI 2005 - September 2013
Whitehaven Heritage Association 2000 - Present
Delmarva Zoological Society July 2013 - July 2014
Twilley Rommel & Stephens PA January 2006 - January 2012
Roxane L Gabrielson CPA January 2004 - January 2006
Skills
Tax, Management Consulting, Small Business, Corporate Tax, Financial Planners, GAAP, Business Planning, Valuation, Mergers, Income Tax, Auditing, Budgets, Financial Accounting, Financial Reporting, Financial Audits, QuickBooks, Business Valuation, Managerial Finance, Tax Returns, Accounting, Tax Preparation, Financial Analysis, Tax Accounting, Strategic Financial..., Account Reconciliation, Payroll, Financial Statements, Cash Management, CPA, General Ledger, Accounts Receivable, Fixed Assets, Finance, Internal Controls, Accounts Payable, Bookkeeping, Real Estate, Forecasting, Estate Planning, Microsoft Excel, Banking, Cash Flow, Sales Tax, Real Estate Development, Investments, SEC filings, US GAAP, Due Diligence, Sarbanes-Oxley Act, Payroll Taxes
Education
Wilmington University 1992 — 1994
MBA, Business
Wilmington University 1989 — 1991
BS, Accounting
Montgomery County Community College 1973 — 1975
AA, Fine Arts
Souderton Area High School
AICPA Director of Capital Markets Project MgmtMortgageIT Inc.November 2004 - March 2006
Skills
Outlook, Process Improvement, Microsoft Excel, Auditing, Accounting, Budgets, Financial Reporting, Internal Controls, General Ledger, Team Leadership, Microsoft Office, Financial Analysis, Analysis, Business Process..., Business Analysis
Education
LIU Post 1988 — 1991
BS, Business and Accounting
AICPA June 2014 - Present
AICPA October 2012 - June 2014
Credit Suisse July 2011 - October 2012
Progress Energy July 2010 - July 2011
Thomas and Gibbs CPAs July 2009 - August 2010
KPMG LLP September 2004 - April 2009
Skills
Internal Controls, Financial Reporting, Auditing, Financial Analysis, Variance Analysis, CPA, SEC filings, Financial Audits, Financial Statements, External Audit, SEC Financial Reporting, Financial Statement..., Sarbanes-Oxley, Essbase, Sarbanes-Oxley Act, GAAP, Internal Audit
Education
North Carolina Agricultural and Technical State University 2000 — 2004
BS, Accounting
AICPA 2004 - 2007
Education
Mount St. Mary's University 1980 — 1984
BS, Business/Economics
HAP Innovations, LLC June 2015 - Present
AICPA February 2013 - Present
Lenovo January 2011 - February 2013
Carestream Health May 2007 - January 2011
Eastman Kodak 1999 - 2007
Skills
Process Improvement, PMO, Project Management, Software Project..., ITIL, Vendor Management, Project Portfolio..., Change Management, ERP, SAP R/3, SharePoint, SAP, Cross-functional Team..., SDLC, Requirements Gathering, Business Transformation, Information Technology, PMP, Program Management, Integration, IT Management
Education
Rochester Institute of Technology 1996 — 1999
BS, Management Information Systems
New Jersey Institute of Technology 1994 — 1996
Bonner Menking, Attorney at Law January 2004 - Present
Bureau of National Affairs (BNA) April 2009 - June 2009
AICPA January 2001 - March 2008
Tax Analysts May 1998 - January 2001
Skills
Tax, Tax Law, Trusts, Editing, Research, Employee Benefits, Publications, Estate Tax Planning, Legal Research, Analysis, International Tax, Legal Writing
Education
New York University School of Law 1992 — 1994
LL.M., Taxation
University of Kansas School of Law 1988 — 1991
J.D., Law, Taxation
New York University - Leonard N. Stern School of Business 1978 — 1980
M.B.A., Finance and International Business
Smith College 1973 — 1977
B.A., Sciences and liberal arts
RCT INC January 2015 - Present
NSLIJ Health Systems September 2013 - January 2015
NSLIJ Health Systems May 2012 - January 2015
CareMed Pharmaceutical Services October 2011 - May 2012
Autism Associates of NY April 2006 - May 2011
AICPA August 1989 - October 2004
Skills
Budgets, Strategic Planning, Management, System Administration, Accounts Payable, Program Management, Advertising, Nonprofits, Customer Service, Marketing, Medical Billing
Education
New York Medical Career Training Center 2011 — 2011
Medical Billing and Coding Certification
Realty Institute 2004 — 2005
Real Estate Sales License, Real Estate
Laguardia Community College 1999 — 2001
Associates, Business Administration
Tobira Therapeutics May 2015 - July 2015
Regado Biosciences, Inc. November 2008 - May 2015
AICPA February 2007 - October 2008
The EI Group, Inc. 2002 - 2007
Skills
Financial Reporting, Budgets, Accounting, Financial Accounting, Financial Analysis, Accounts Receivable, General Ledger, Revenue Recognition, Internal Controls, US GAAP, CPA, Financial Statements
Education
Michigan State University 1992 — 1996
Bachelor of Arts (B.A.), Accounting
Gogo February 2013 - Present
Raleigh jaycees January 2010 - Present
Mount Prospect Jaycees January 2014 - December 2014
AICPA August 2010 - February 2013
AICPA October 2008 - August 2010
AICPA April 2007 - October 2008
Skills
LoadRunner, Performance Testing, Quality Assurance, QTP, SDLC, Testing, Quality Center, Test Planning, Software Quality..., Process Improvement, Regression Testing, Agile Methodologies, Visio, User Acceptance Testing, SharePoint, HP Quality Center, Manual Testing, Performance Testing..., Software Documentation, Test Automation
Education
Lake Forest College 2000 — 2004
Bachelor of Arts (B.A.), Computer Science
AICPA July 2008 - Present
IEEE Communications Society 2001 - 2007
Education
Michigan State University 1977 — 1982
BA, Industry & Business Psychology
Doeren Mayhew July 1979 - Present
AICPA 1996 - 2002
Red Run Golf Club June 1975 - September 1978
Skills
Audit, AcSEC, Technical Issues..., Auditing, CPA, Financial Reporting, Financial Accounting, Accounting, Corporate Tax, GAAP, Internal Controls, US GAAP, Tax, Financial Analysis, Internal Audit
Education
Michigan State University 1975 — 1979
bachelor, accounting
Diversified Business Computers, Inc., t/a webLearning.com August 1987 - Present
AICPA January 2007 - November 2011
Comet Office Products September 1985 - June 1987
Skills
Account Management, Virtualization, Storage, Cloud Computing, Management, Channel Partners, Pre-sales, Sales Operations, Data Center, Salesforce.com, SaaS, Strategic Partnerships, Storage Area Networks, Sales Enablement, Partner Management, Managed Services, Lead Generation, Go-to-market Strategy, Security, Networking, Business Alliances, Enterprise Software, Cross-functional Team..., Sales, Sales Process, Direct Sales, Process Improvement, Product Management, Demand Generation
Education
Montclair State University 1995 — 2007
BA, Linguistics
Katharine Gibbs School
Linguistics
AICPA September 2012 - Present
AICPA September 2012 - Present
Advance Auto Parts Warehouse July 2012 - September 2012
A Goodnight Sleepstore July 2011 - June 2012
Toys R Us June 2009 - December 2009
Strategic Behavioral Center September 2008 - December 2008
Lutheran Social Services May 2007 - July 2008
School Specialty April 2005 - January 2006
Education
University of North Carolina at Wilmington
Master of Arts, European History
Lake Forest College
Bachelor of Arts, Psychology
Neenah High School
High School Diploma
AICPA January 2010 - Present
AICPA July 1999 - January 2010
CCH 1995 - 1998
Skills
Newsletters, Social Media, Editing, Corporate Communications, Budgets, Project Management, Social Networking, Research, Change Management, Non-profits, Management, Copy Editing
Education
Kean University
BA, History
Tongue and Groove LLC April 2014 - Present
Weddings of Topsail January 2009 - Present
Winston Joseph April 2008 - October 2008
AICPA 2007 - 2008
NC Partnership for Children June 2003 - March 2006
BSP Partners 2006 - 2006
Global Software 2006 - 2006
etrials Worldwide January 2001 - January 2003
Skills
Interior Design, Operating Budgets, Management, Expense Management, Small Business, Management Accounting, Process Improvement, Start-ups, Financial Reporting, Financial Accounting, Revenue Recognition, Team Leadership, Internal Audit, Peachtree, CRO, Monthly Closing, Fixed Asset Management, General Ledger..., Self Starter, Staff Mentoring, Expense Reduction, Financial Statement..., Expenditure Control, Balance Sheet Review, P&L review, Financial Variance..., Expenses, Nonprofits, QuickBooks, Financial Analysis, Project Management, Non-profits, Excel, 501c3, Non-profit Leadership, Zoho, Intercompany Accounts, Variance Explanations, Software Revenue..., Positive Work..., Commitment to Excellence, Highly detail oriented, Sees the Big Picture, Team Management, Cash Flow, Microsoft Office, Onboarding, Profit Maximization, Professional..., Mergers & Acquisitions
Education
Meredith College 1995 — 1996
Bachelor of Science (BS), Accounting, Magna Cum Laude graduate
University of North Carolina at Chapel Hill 1991 — 1995
work towards BS in Accounting, Accounting
Citigroup June 2006 - Present
FTI Consulting January 2005 - March 2006
OMHEX (US), Inc. July 2003 - September 2004
AICPA June 2002 - July 2003
Nortel Networks 1986 - August 2001
Skills
Certified Project..., MS Project, Microsoft Office, Microsoft Excel, Leadership, Team Leadership, Communication, Collaboration, Anti Money Laundering, Project Management, Program Management, PMO, Relationship Management, Strategic Planning, Project Portfolio..., Risk Management, Business Case, Business Requirements, Cross-functional Team..., Governance, Infrastructure, Management, Performance Management, Vendor Management, Project Planning, Quality Assurance, Policy
Education
Long Island University-Westchester Campus 1999 — 2001
Masters, Management
Mercy College 1981 — 1986
Bachelor of Science, Computer Science
New York Life Insurance Company October 2013 - Present
Grant Thornton LLP July 2007 - July 2013
AICPA 1990 - 2007
Skills
Budgets, QuickBooks, Financial Reporting, Accounting, Event Planning, Payroll, Non-profits, Accounts Receivable, Nonprofits, Microsoft Excel, Customer Service, Human Resources, Management, Marketing
Education
Nassau Community College 2004 — 2004
General Education Certificate
Penn Foster 2008 — 2010
Certification, Event Planner
SCS Business & Technical Institute, NY 1989 — 1989
Computer Application Certificate
Pitman Examination Institute, London 1984 — 1985
Certificate in English Language and Typewriting
AICPA January 2011 - June 2012
Verizon Business June 2007 - December 2009
Verizon Business July 2006 - June 2007
Verizon Business (formerly MCI) May 2000 - July 2006
Verizon Business (formerly MCI) June 1988 - May 2000
Verizon Business (formerly MCI) March 1987 - June 1988
Verizon Business (formerly MCI) May 1985 - March 1987
Skills
Employee Relations, Deferred Compensation, Employee Engagement, Organizational..., Strategic Planning, Employee Training, Business Process..., Continuous Improvement, Succession Planning, Talent Management, Performance Management, Talent Acquisition, Workforce Planning, Change Management, Benefits Administration
Education
Longwood University 1981 — 1985
BS, Management and Marketing
Duke University Office of Continuing Education
Certificate, Management
AICPA October 2013 - Present
American Institute of Certified Public Accountants (AICPA) September 2010 - 2013
AICPA 2005 - 2010
Skills
Auditing, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Security, Enterprise Risk..., IT Audit, Risk Assessment, CISA, Risk Management, Fraud, Information Security..., Governance, Business Continuity, Program Management, Management, Strategic Planning
Education
Kean University
Psychology and General Business Administartion and Management
AICPA December 2014 - Present
Skills
Interactive Advertising, Analysis, Email Marketing, Web Analytics, Marketing Strategy, Direct Marketing, Non-profit Marketing, Non-profit Development, Content Strategy, Conversion Optimization, Landing Page..., Omniture, SiteCatalyst, Google Analytics, Google Adwords, Coremetrics Analytics, A/B testing, Multivariate Testing, User Experience, Digital Strategy, E-newsletter, Web Project Management, Interactive Marketing, E-commerce Optimization, Membership Development, Online Marketing, Analytics, Fundraising, Marketing, Event Management, SEO
Education
Meredith College 2015 — 2018
Master of Business Administration (MBA)
University of South Florida 1996 — 2000
BA
AICPA June 2002 - Present
vSimplify/Benefits Essentials April 2000 - June 2002
Education
Hofstra University School of Law 1982 — 1984
JD, Law
SELF EMPLOYED 1996 - Present
American Express Financial Advisors 1991 - 1994
WALTER OCCONELL, CPA 1987 - 1990
MOTTS SHOPRITE SUPERMARKETS 1985 - 1986
WMLB RADIO 1977 - 1984
TOWN OF OLD BRIDGE,NJ 1971 - 1977
AICPA 1970 - 1971
HURDMAN & CRANSTON 1967 - 1969
CBS Corporation 1964 - 1967
GENERAL ELECTRIC 1961 - 1964
Skills
Tax, Accounting, Internal Audit, QuickBooks, Auditing, CPA, Financial Reporting, Financial Accounting, Finance, Tax Returns, Account Reconciliation, GAAP, Internal Controls, Sarbanes-Oxley Act
Education
GENERAL ELECTRIC-SYRACUSE 1961 — 1962
Master of Business Administration (M.B.A.), Business Administration and Management, General, B
New York University 1956 — 1960
Bachelor's Degree, Accounting and Finance, B
KPMG October 2004 - Present
AICPA January 1997 - October 2004
Skills
Compliance, Risk Management, Training/Mentoring, Sarbanes-Oxley Act, Business Process..., Governance, Accounting, Business Process, Auditing, Financial Analysis, Internal Controls, Enterprise Risk...
Education
Monmouth University
Bachelor of Art, Speech and Communications
National Association of State Boards of Accountancy (NASBA) December 2011 - Present
University of Phoenix March 2006 - Present
Keith Faust CPA LLC January 2006 - Present
AICPA January 2001 - Present
Internal Revenue Service August 1973 - January 2006
internal revenue service 1975 - 2006
PwC 1975 - 1977
Skills
Accounting, Tax, IRS, Partnership Taxation, Financial Reporting, Payroll, Auditing, Strategic Planning, Microsoft Office, Non-profits, Financial Analysis
Education
Loyola University of Chicago 1972 — 1975
MBA, Accounting
University of Illinois at Chicago 1966 — 1969
B.S.
Proviso West
AICPA 2002 - Present
Education
Maurice A. Deane School of Law at Hofstra University
Canon USA May 2004 - Present
AICPA March 2004 - May 2004
Skills
Oracle, Oracle Applications, PL/SQL, Integration
Education
Kakatiya University 1995 — 1999
Bachelor of Technology (B.Tech.), Computer Science