American Institute of Certified Public Accountants
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 ... Headquarters: Durham, NC Purpose: Financial accounting President & CEO: Barry C. Melancon, CPA, CGMA Membership: 418,000 Chairman: Eric L. Hansen, CPA, CGMA CEO: Barry C. Melancon (Jul 1, 1995–)
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American Institute of Certified Public Accountants Employees
American Institute of Certified Public Accountants December 2014 - Present
AICPA May 2006 - November 2014
American Institute of CPA's (AICPA) 2006 - November 2014
American Institute of CPAs 2006 - 2014
Pricewaterhouse Coopers 1998 - 2006
PricewaterhouseCoopers 1998 - 2006
Skills
Internal Audit, GAAP, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Financial Reporting, US GAAP, CPA, Financial Accounting, General Ledger, Managerial Finance, Mergers & Acquisitions, Auditing, SEC filings, Account Reconciliation
Education
North Carolina State University 1992 — 1997
Masters, Accounting
American Institute of Certified Public Accountants November 2011 - Present
Skills
Webcasting, Adobe Acrobat, Dreamweaver, Adobe Creative Suite, Website Development, Career Development, Instructional Technology, Content Writing, Adobe Fireworks, Educational Technology, Windows Movie Maker, Moodle, Adult Learning Theory, Instructional Design, E-Learning, Copywriting, Press Releases, Media Relations, Social Media, Strategic Communications, Teaching, Newsletters, Nonprofits, Community Outreach, Leadership, Multimedia, Program Management, Advertising, Content Development, Training, Internal Communications, Research, Editing, Coaching, Adult Education, Staff Development, Social Networking, Project Management, Curriculum Design, Facebook, Program Development, Public Speaking, Creative Writing, Workshop Facilitation, Event Planning, Organizational..., ADDIE, Blended Learning, Learning Management..., Instructor-led Training
Education
North Carolina State University 2008 — 2011
Master's Degree
University of North Carolina at Greensboro 1997 — 2001
BA
Katz, Nannis + Solomon, P.C. Board member and TreasurerMIT Enterprise forum of CambridgeSeptember 2010 - Present
Angel Capital Association Public Policy Committee June 2010 - Present
Mass Society of CPA;s May 2010 - Present
American Institute of Certified Public Accountants May 2009 - Present
Katz, Nannis + Solomon, P.C. January 1998 - Present
Tofias PC 1987 - 1990
Ernst & Whinney 1985 - 1988
Skills
Venture Capital, Auditing, Start-ups, Mergers & Acquisitions, Financial Analysis, Strategic Partnerships, Private Equity, Due Diligence, Business Valuation, Strategy, Mergers, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Corporate Governance, Finance, Investments, Executive Management, Corporate Development, New Business Development, Investor Relations, Leadership, IPO, Management Consulting, Strategic Financial..., Valuation, Strategic Planning, Accounting, Corporate Finance, Tax, Financial Reporting
Education
University of Massachusetts at Amherst - Isenberg School of Management
accounting
Sabra Dipping Company, LLC March 2010 - Present
Sabra Dipping Company, LLC 2010 - 2013
Altria May 2003 - September 2009
Suez June 1996 - December 2002
American Institute of Certified Public Accountants April 1991 - April 1996
KPMG US March 1986 - June 1990
Skills
Internal Controls, Accounting, Auditing, Taxations
Education
Fairleigh Dickinson University 1998 — 2001
Master of Science (MS), Taxation
New York University - Leonard N. Stern School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Finance
American Institute of Certified Public Accountants 2012 - Present
Bond Consulting Group 2011 - 2012
MDB, Inc. 2007 - 2011
U.S. Department of Labor, Occupational Safety and Health Administration 2007 - 2007
Ball Janik LLP 2003 - 2007
Stateside Associates 2001 - 2003
Assemblyman Michael Patrick Carroll (NJ-25) 2000 - 2000
U.S. Representative Rodney P. Frelinghuysen (NJ-11) 1997 - 1997
Skills
Strategic Planning, Leadership, Management, Legislative Relations, Internal Communications, Marketing Communications, Media Relations, Social Media, Public Relations, Corporate Communications, Blogging
Education
The Catholic University of America 2012 — 2015
Master of Science (MS), Management
Furman University 1995 — 1999
Bachelor of Arts (BA), Political Science, Asian Studies
East China Normal University
Shanghai, China
The Washington Center
Washington, DC
American Institute of Certified Public Accountants November 2010 - Present
Southeast Fairfax Development Corporation 2013 - 2014
Govt and Nonprofit Clients 2009 - 2010
Maryland General Assembly September 2000 - February 2009
UCG 1999 - 2003
KPMG 1998 - 1999
CCH, Inc. (Wolters Kluwer) April 1997 - June 1998
National Capital Planning Commission May 1995 - April 1997
Skills
Strategic Communications, Editing, Policy Analysis, Legislative Relations, Policy, Blogging, Public Relations, Legislation, Newsletters, Economic Development, Project Management, Public Speaking, Graphic Design, Crisis Communications, writing, Politics, Social Media, Urban Planning, Land Use Planning, Local Government, State Government, Tax
Education
Georgetown University 1993 — 1995
M.P.P., Master's in Public Policy
Virginia Polytechnic Institute and State University
Economic Development Planning
University of Maryland University College 2009 — 2011
Graduate Certificate, Public Relations, 4.0
James Madison University 1985 — 1989
B.A., English (Minor in Spanish)
UNC Health Care May 2015 - Present
UNC Health Care February 2014 - May 2015
Allscripts September 2012 - January 2014
Coleman Research Group October 2011 - September 2012
Allstate October 2010 - October 2011
Nordstrom July 2010 - January 2011
American Institute of Certified Public Accountants April 2008 - September 2010
TJX October 2002 - March 2010
Skills
Epic Resolute..., Healthcare Information..., Healthcare Management, Allscripts PM, Project Management, Epic Systems, Healthcare Consulting, Healthcare Reimbursement, Change Management, Healthcare, Software Implementation, Process Improvement, Six Sigma, Compliance, Salesforce.com, Customer Support, SQL, Claims Resolution, Business Objects, Data Analysis, Software Documentation, Sales, Management
Education
Pfeiffer University 2012 — 2014
MHA, Masters, Healthcare Administration (Leadership and Change Management Concentration)
University of North Carolina at Charlotte 2001 — 2007
B.A, Political Science
North Carolina State University 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Government
North Carolina A&T State University 2000 — 2001
Independent Community Bankers of America May 2013 - Present
Independent Community Bankers of America (ICBA) April 2010 - April 2013
Manufactured Housing Institute July 1998 - 2010
American Institute of Certified Public Accountants 1990 - 1998
Mortgage Bankers Association 1985 - 1990
Skills
Government Relations, Public Policy, Banking, Government Affairs, Coalition Building, Media Relations, Legislative, Policy Analysis, Politics, Policy, Public Speaking, Legislative Analysis, Legislative Advocacy, Issue Advocacy, Lobbying, Legislative Relations, Fundraising, Management, Government, Political Consulting, Speech Writing, Research, Grassroots Organizing, Strategy, Legislation, Strategic Communications, Public Relations, Community Outreach, Public Affairs, Leadership, Political Campaigns, Coalitions, Non-profits, Strategic Planning, State Government, Nonprofits, Political Science, Message Development, Press Releases, Association Management, Federal Government, Corporate Communications, Economic Development, Corporate Governance, Political Communication, Community Development, Newsletters, Foreign Policy, Financial Services, Crisis Management
Education
George Mason University School of Law 1976 — 1979
J.D., Law
Villanova University 1971 — 1975
B.S. Finance, Business
Robert Half Management Resources September 2015 - Present
PwC February 2015 - August 2015
Experis July 2013 - April 2014
Terremark 2008 - 2012
Avenue Stores/United Retail Group January 2007 - December 2007
Toys R Us 2002 - 2006
Aspen Publishers a Wolters Kluwer Law & Business company 1999 - 2000
American Institute of Certified Public Accountants 1989 - 1999
Skills
Tax, Accounting, Oracle Applications, ADI, Corptax, Great Plains Software, Microsoft Office, Checkpoint, CCH Intelliconnect, Tax Research, SEC filings, General Ledger, SAP, Mergers & Acquisitions, Management, Forecasting, Corporate Tax, Financial Reporting, PeopleSoft, Budgets, QuickBooks, Tax Accounting, CPA, Payroll, UK Corporation Tax, Internal Audit, Process Improvement, Financial Accounting, International Tax, Strategic Financial..., Leadership, Sarbanes-Oxley, US GAAP, Financial Modeling, Accounts Receivable, Due Diligence, Finance, Sarbanes-Oxley Act, Microsoft Excel, Auditing, Financial Analysis, Internal Controls, ADP Payroll, Hyperion Enterprise, Corporate Finance, Accounts Payable, Tax Preparation, Pivot Tables, Professional Services, GAAP
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Science (MS), Taxation
St. Peter's College
Bachelor of Science (BS), Accounting
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
Apple December 2011 - Present
Artanaza Tax Services November 2008 - Present
American Institute of Certified Public Accountants May 2006 - November 2008
Skills
Customer Service, Quality Assurance, Employee Training, Employee Learning &..., Organization Skills, Time Management, Workflow Management, Procedure Development, SAP, Oracle E-Business Suite, Microsoft Office, Inventory Management, Inventory Control, Sales
Education
New York University 2002 — 2008
Associate of Arts (A.A.)
American Institute of Certified Public Accountants November 2014 - Present
Joel Lanz, CPA, P.C. November 2001 - Present
New York University - Stern School of Business May 2012 - Present
State University of New York - Old Westbury August 2008 - Present
American Institute of Certified Public Accountants November 2011 - October 2014
AICPA October 2008 - June 2011
Long Island University September 2004 - January 2009
AICPA 2006 - 2008
Arthur Andersen LLP September 1995 - October 2001
JP Morgan Chase May 1991 - November 1995
Skills
Technology Risk, Information Security, Governance, IT Audit, Forensic Accounting, Enterprise Risk..., Auditing, CISSP, Risk Assessment, Internal Audit, Internal Controls, CPA, Fraud, Security, Sarbanes-Oxley Act, Computer Security, Risk Management, Accounting, Assurance, Business Continuity, Information Security..., Vendor Management, Consulting, SEC filings, GAAP, Operational Risk..., Cloud Computing
Education
Pace University 1981 — 1984
MBA, Information Systems
Pace University 1977 — 1981
BBA, Accounting
Quintiles April 2015 - Present
Quintiles February 2013 - April 2015
INC Research May 2011 - February 2013
Credit Suisse September 2010 - May 2011
American Institute of Certified Public Accountants June 2010 - September 2010
Stroud & Woodruff, LLP CPA January 2009 - May 2010
Education
University of North Carolina at Wilmington
Bachelor of Science (BSc), Accounting
University of North Carolina at Chapel Hill
Master of Healthcare Administration (MHA)
Healthcare Quality Strategies, Inc. (HQSI) April 2009 - Present
Guardian Life Insurance Co. February 2008 - August 2008
American Institute of Certified Public Accountants 2001 - 2007
KPMG LLP February 2000 - November 2001
Horizon Blue Cross Blue Shield of New Jersey 1992 - December 1999
Skills
Change Management, Strategic Planning, Process Improvement, Project Management, Strategic Communications, Management, Business Process..., Internal Communications, Training, Testing, Program Management, Leadership Development, Marketing Communications, Marketing, Strategy
Education
Metropolitan College of New York
MS, Administration
New York University
BA, Journalism
Duke Medicine Development and Alumni Affairs August 2015 - Present
World Overcomers Christian Church September 2014 - July 2015
Graham-Davis Law Firm, PLLC April 2014 - April 2015
Faison Law Group (formerly known as Faison & Gillespie) December 2002 - December 2013
Pulley, Watson, King, & Lischer, PA December 2007 - November 2008
American Institute of Certified Public Accountants September 2006 - December 2007
Crumley & Associates, PC March 2002 - December 2002
J. Rufus Farrior, PA November 2001 - March 2002
Drexel Heritage Furnishings March 2000 - November 2001
Nationwide Credit Incorporated June 1995 - May 1999
Skills
Litigation, Courts, Litigation Support, Microsoft Word, Leadership, Medical Malpractice, Management, Pleadings, Commercial Litigation, Microsoft Excel, Paralegals, Public Speaking, Product Liability, Team Leadership, Project Planning, Employee Training, Business Analysis, Business Administration, Problem Solving, Marketing, Social Media Marketing, Project Management, Marketing Strategy, Digital Marketing, Media Production
Education
High Point University 1998 — 2002
Bachelor of Science (BS), Business Administration and Marketing
American Institute of Certified Public Accountants August 2015 - Present
Armstrong World Industries June 2009 - July 2015
Skills
Web Analytics, SEO, Omniture, Email Marketing, Web Marketing, Strategic Planning, Google Analytics, SEM, Analysis, E-commerce, Analytics, Google Adwords, Digital Marketing, Online Marketing, PPC, Organic Search, User Experience, Online Advertising, CMS, Usability, Digital Strategy, Social Media Marketing, Strategy, B2B
Education
James Madison University 2005 — 2009
Bachelor of Business Administration, Marketing, Computer Information Systems
American Institute of Certified Public Accountants July 2015 - Present
Boston Children's Hospital March 2013 - June 2015
Boston Children's Hospital September 2012 - March 2013
Children's Hospital Boston September 2010 - September 2012
Video Transfer August 2007 - July 2010
Video Transfer Inc. July 2007 - July 2007
Video Transfer Inc. June 2006 - June 2007
Video Transfer Inc. June 2005 - September 2005
Skills
Process Improvement, Software Documentation, Microsoft Office, Training, PeopleSoft, Leadership, Visio, Project Coordination, SharePoint, Analysis, Program Management, Payroll, Lean Manufacturing, Lean Initiatives, Payroll Processing, MAS500, 5S, Value Stream Mapping, MicroStrategy, SOP Development, Microsoft Excel, Management, Project Management
Education
Northeastern University 2013 — 2016
Master's of Science, Project Management
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Management of Operations and Technology
University of Massachusetts, Amherst 2003 — 2006
B.A., Economics
Tabor Academy 2001 — 2003
Elon University Martin Alumni Center October 2013 - Present
American Institute of Certified Public Accountants May 2015 - August 2015
Glass Slipper Weddings and Events July 2014 - July 2014
Gilded Lily Events May 2014 - July 2014
Spring Lake Bath and Tennis Club May 2010 - July 2014
Skills
Aspiring Event Planner, Communication, Alumni Relations, Event Planning, Budget Monitoring, Customer Service, Microsoft Word, PowerPoint, Raiser's Edge, Microsoft Office
Education
Elon University 2012 — 2016
Bachelor of Science (BS), Sport and Event Management
Elon University 2012 — 2016
Minor, Business Administration
Elon University 2012 — 2016
Minor, Leadership Studies
Elon University 2012 — 2016
Minor, Psychology
University of the Sunshine Coast 2014 — 2014
Sport and Event Management
Biotechnology High School 2008 — 2012
International Baccalaureate Diploma Recipient
CPA Trendlines Research 2005 - Present
Bay Street Group LLC 2004 - Present
American Institute of Certified Public Accountants February 2001 - January 2011
Pro2Net/SmartPros June 2000 - March 2001
Thomson Reuters (now SourceMedia) February 1993 - June 2000
Lebhar-Friedman 1981 - 1991
Dan's Papers 1978 - 1979
Skills
Strategic Planning, Analysis, Research, Financial Services, Small Business, Managerial Finance, Strategic Consulting, Executive Coaching, Executive Counsel, Motivational Speaking, Public Speaking, Client Development, Growth Strategies, Economic Research, Leadership Development, Thought Leadership, Strategic Leadership, Technology, Tax, Practice Management, Change Management, Trend Forecasting, Trend Analysis, Future Trends, Futures Studies, Global Outlook, New Business Development, Media, Commentary, Creative Services, Custom Publishing, Workflow Management, Start-ups, Management Consulting, Consulting, Recruiting, Market Research, Integrated Marketing, Mergers & Acquisitions, Content Development, Leadership, Business Planning, E-commerce, Newsletters, Editing, Strategy, Public Relations, Marketing, Content Strategy, Publishing
Education
New York University 1974 — 1979
BA, Journalism
Words & Pictures of Raleigh, LLC 1995 - Present
Horizon Productions July 2007 - 2014
Blue Forest Studios (formerly Atlantic Creative Communications) February 2002 - 2013
American Institute of Certified Public Accountants February 2012 - May 2012
Consert, Inc. July 2010 - February 2012
American Research Institute (ARI) April 2007 - December 2010
SAS July 2008 - July 2010
Hill-Rom May 2007 - May 2008
IBM 1982 - 1994
Skills
Editing, Video, Voice Over, Multimedia, Creative Writing, Sound, Technical Writing, Storytelling, Photography, Software Documentation, Video Editing, Voice Acting, Radio, Film, Content Management, Commercials, Writing
Education
Los Angeles Valley College 1964 — 1967
Theater, Film Editing
Granada Hills High School
Virtuance December 2014 - Present
Marc Formeister Photography May 2008 - Present
American Institute of Certified Public Accountants October 2010 - September 2011
StoneTimberRiver, LLC September 2009 - January 2010
Greater Hartford Academy of the Arts November 2008 - June 2009
Skills
English & Spanish..., Writing Skills, Editing, Photography, Photoshop, Lightroom, Social Networking, Social Media Marketing, Proofreading, Branded Content..., Blogging, Microsoft Excel, Writing, Marketing, Public Speaking, Facebook, Social Media
Education
University of North Carolina at Chapel Hill 2005 — 2008
Bachelor of Arts in English; Minor in Spanish, English literature, 3.92/4.0
Tufts University 2004 — 2005
n/a, General Studies, 3.90/4.0
AICPA September 2015 - Present
Financial Fridays Radio Co-Host August 2011 - Present
American Institute of Certified Public Public Accountants October 2010 - Present
American Institute of Certified Public Accountants September 2007 - Present
Skills
Public Speaking, Seminars, Accounting, Tax, Strategic Financial..., Non-profits, Small Business, Estate Planning, Tax Preparation, Auditing, Financial Reporting, Income Tax, Budgets, Financial Analysis, Personal Finance, Financial Accounting, Financial Planners, Finance, CPA, Preparation, Investments, Internal Controls, Leadership, Partnership Taxation, Nonprofits, Business Valuation, Cash Flow, Payroll, US GAAP, Tax Accounting, Financial Statements, Corporate Tax, Cost Accounting, Sarbanes-Oxley Act, Tax Returns, General Ledger, Due Diligence, Financial Planning
Education
California State University-Fullerton - College of Business and Economics
Accounting, Accounting
Highview Manor Condominium Owners Association, Inc. October 1993 - Present
Fords Youth Association September 2012 - April 2014
Fords Youth Association November 2000 - January 2013
American Institute of Certified Public Accountants January 1989 - July 1997
KPMG US January 1986 - January 1989
Biller and Snyder, CPAs September 1983 - January 1986
Skills
Social Media, Sports, Sales, Fundraising, Team Leadership, Budgets, Teamwork, Athletics, Football, Business Strategy, Nonprofits, Project Planning, Accounting, Contract Negotiation, Small Business, Sports Coaching, Baseball, Hockey, Basketball, Microsoft Office, Account Management, Microsoft Excel, Business Ethics, Financial Reporting, Financial Accounting
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Public Accounting
Half Hollow Hills HS West 1976 — 1979
Regents Diploma, College/University Preparatory
Bruce Biskin, PhD, GCDF April 2013 - Present
Rider University May 2010 - December 2013
Delaware Valley Career Solutions November 2008 - April 2013
Empire State College 2009 - 2010
Thomas Edison State College May 2006 - June 2008
American Institute of Certified Public Accountants January 1985 - December 2005
University of Maryland University College 1980 - 1989
Skills
Career Counseling, Career Development, Career Assessment, MBTI, Strong Interest..., Testing, Leadership Development, Psychometrics, Licensure, Test Development, Statistics, Certification Testing, Psychology, Training, Research Design, Research, Evaluation, Online Research, LinkedIn, Adult Education, Professional Mentoring, Higher Education, Program Management, Teaching, Critical Thinking, Editing, Career Advising, Career Exploration, Writing
Education
University of Maryland College Park 1975 — 1982
PhD, Counseling Psychology
University of Minnesota-Twin Cities 1972 — 1975
MA, Psychometric Methods
City University of New York-Baruch College 1967 — 1972
BBA, Industrial Psychology
Bronx High School of Science 1964 — 1967
Regent's Diploma (with Merit)
Thomas Edison State College
American Institute of Certified Public Accountants August 2015 - Present
Cherry Bekaert LLP September 2011 - July 2015
ANDERS, MINKLER August 2008 - August 2011
MCMILLAN, PATE & COMPANY December 2004 - July 2008
North Carolina Office of the State Auditor August 2003 - December 2004
Skills
Audit, Auditing, Accounting, Non-profits, Quickbooks, Employee Benefits, Manufacturing, Internal Controls, Employee Benefit Plan..., GAAP, Financial Reporting
Education
North Carolina State University - College of Management 2002 — 2003
Masters of Accounting, Accounting
Catawba College 1998 — 2002
Bachlor of Science, Accounting
WithumSmith+Brown, PC 2003 - Present
Regional Public Accounting Firm 2002 - 2003
American Institute of Certified Public Accountants 2000 - 2002
A regional firm in the NY Metropolitan Area 1996 - 2000
Skills
Employee Benefit Plan..., Auditing, 401k, 403b Plans, Technical Presentations, Consultation, Defined Benefit, Accounting, Audit Support, ERISA, Accounting consultation, US GAAP, 401k deposit timeliness, 408(b)(2) fee..., Employee Benefits, SEC filings, QuickBooks, Financial Services, Forensic Accounting, Assurance, Internal Audit, GAAP, CPA, Mergers & Acquisitions, Internal Controls, SEC Filings, 403 b
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
BA, Accounting
YG Financial Group January 2005 - Present
American Institute of Certified Public Accountants June 2006 - August 2010
RSM McGladrey November 1999 - April 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
Masters - Taxation, Taxation
University of Illinois at Urbana-Champaign
BS, Accounting and Taxation
The Aguiar Group Ltd October 1993 - Present
CAMICO July 2015 - Present
Washington CPA Foundation July 2014 - Present
Bellevue Rotary 2004 - Present
CAMICO February 2012 - June 2015
Plaza Bank January 2013 - April 2014
American Institute of Certified Public Accountants October 2008 - October 2011
Washington Society of CPAs June 2010 - June 2011
Washington Society of CPAs June 2009 - May 2010
Washington Society of CPAs June 2008 - May 2009
Skills
Finance, Strategic Planning, Accounting, Strategy, Leadership, Mergers & Acquisitions, Financial Analysis, Nonprofits, Public Speaking, Management, Internal Controls, Tax, Forensic Accounting, Financial Reporting, Forecasting, Real Estate, Corporate Governance, CPA, New Business Development, Portfolio Management, Program Management, Start-ups, Sarbanes-Oxley Act, Consulting, SEC filings, Executive Management, Auditing, GAAP, Budgets, Business Strategy
Education
City University of New York-Hunter College 1983 — 1987
BS, Accounting, Honors in Economics
Skody Scot & Company CPAs January 1990 - Present
Coopers & Lybrand March 1985 - April 1988
American Institute of Certified Public Accountants June 1983 - March 1985
Skills
Non-profits, Auditing, Nonprofits, Accounting, Management, Managerial Finance, Budgets, Finance, Financial Statements, Human Resources, Strategic Planning, Financial Accounting, Consulting, Public Speaking, General Ledger, Mergers & Acquisitions, Account Reconciliation, Leadership
Education
Pace University 1980 — 1986
MBA, Accounting - CPA Preparation
Queens College 1972 — 1976
BA, Political Science
Noerdlinger Media, Reverend Al Sharpton Media April 2010 - Present
Bay Shore Union Free School District January 2008 - April 2010
Cox Radio, WBLI 106.1, BLI in the Morning March 2007 - November 2007
American Institute of Certified Public Accountants July 2006 - December 2006
TK\PR Public Relations Inc. December 2005 - June 2006
Education
Columbia University in the City of New York 2001 — 2005
B.A., English, Creative Writing
Waukesha Rotary Club Charitable Fund, Inc. July 2011 - Present
Central Region of Boy Scouts of America May 2006 - Present
Experimental Aircraft Association (EAA) August 2004 - Present
The International Fellowship of Scouting Rotarians June 2004 - Present
Model A Ford Club of America, Wisconsin Chapter September 2001 - Present
Boy Scouts of America, Potawatomi Area Council January 1995 - Present
Waukesha Rotary Club December 1993 - Present
American Institute of Certified Public Accountants February 1971 - Present
Wisconsin Institute of Certified Public Accountants October 1970 - Present
Jannsen & Company, S.C. October 1975 - May 2014
Skills
CPA, Consulting, Succession Planning, Personal Finance, Tax Preparation, QuickBooks, Bookkeeping, Small Business, Non-profits, Accounting, Mergers, Tax, Strategic Planning, Budgets, Estate Planning, Financial Analysis, Income Tax, Public Speaking, Corporate Tax, Strategic Financial...
Education
University of Iowa - Henry B. Tippie College of Business 1964 — 1967
BBA, Accounting, Finance & Insurance
Maimonides Medical Center October 2011 - Present
Various Healthcare Providers 2008 - Present
First Class Solutions November 1988 - Present
Health Administration Press 2005 - 2015
Health Administration Press 2005 - 2015
AHIMA 1990 - 2012
Healthcare Financial Management Association 1986 - 2012
American Institute of Certified Public Accountants 1986 - 2012
American College of Healthcare Executives 1982 - 2012
AHIMA-American Health Information Management Association May 2011 - October 2011
Skills
HIPAA, Release of Information, New Business Development, Marketing, Accounting, Microsoft Word, EHR, Revenue Cycle, Financial Analysis, ICD-10, Healthcare, Strategic Planning, Health Information..., Informatics, Leadership, Healthcare Information..., Medical Coding, Program Management, Hospitals, Project Management, Healthcare Management, Team Building, Medicaid, EMR, Management, Healthcare Industry, Medical Billing, CPOE, Practice Management, Quality Improvement, Epic Systems, Change Management, Process Improvement, Managed Care, Budgets, Health Information..., Data Analysis, Policy, JCAHO, Medicare, Healthcare Consulting, Training, Revenue Cycle Management, Inpatient, Clinical Research, Physicians, ICD-9, Medicine, Medical Terminology, Meditech
Education
Saint Louis University 1970 — 1979
BS & MBA, HIM & Finance
Delaware Valley High School
High School Diploma, Academic
UCG May 2010 - Present
Convera Corporation June 2007 - May 2010
Resources Global Professionals October 2006 - June 2007
BearingPoint Consulting August 2006 - October 2006
American Institute of Certified Public Accountants August 1990 - August 2006
BDO Seidman, LLP September 1985 - August 1990
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Sarbanes-Oxley, Internal Audit, Financial Audits, Process Improvement, Finance, Leadership, Budgets, Management, Accounting, Project Planning, Risk Assessment
Education
Queens College 1980 — 1985
BA, Accounting and Information Systems
SOI March 2013 - Present
Lowe's Home Improvement March 2012 - March 2013
Publix Super Markets, Inc. October 2008 - November 2011
Administaff April 2007 - April 2008
North Shore LIJ Health System January 2006 - August 2006
Social Concern Vendor Agency, Inc April 2003 - December 2005
Tribune Broadcasting March 2001 - October 2001
American Institute of Certified Public Accountants July 1996 - March 2001
Lee Hecht Harrison 1993 - 1996
Skills
Employee Relations, Negotiation, Strategic Planning, Performance Management, Leadership Development, Team Building, FMLA, Career Pathing, Healthcare, Policy, Organizational..., Talent Management, Employee Engagement, Benefits, Compensation, Talent Acquisition, Interviewing, HRIS, Benefits Administration, Coaching, Change Management, Hiring, Compliance, Employment Law, Internal Communications, Employee Benefits, Workforce Planning, HR Strategy, Onboarding, HR Policies, HR Consulting, Mentoring, Human Capital Management, Administration, Talent Development, Mergers, Public Speaking, Job Descriptions, Budgeting, Customer Service, Customer Relations, Conflict Resolution, Succession Planning, Payroll, Leadership, Training
Education
University of California, San Diego 1982 — 1985
Master's degree
Long Island University, Southampton Campus
Bachelor's degree, Professional, Technical, Business, and Scientific Writing
AARP August 2013 - Present
Curls Understood™ July 2013 - Present
American Institute of Certified Public Accountants December 2010 - July 2013
Public Affairs Council December 2007 - December 2010
Honey Magazine November 2006 - November 2007
George Washington University April 2006 - May 2007
DC Style Magazine August 2006 - December 2006
Giant Step February 2004 - April 2004
Skills
Web Content, Digital Strategy, Social Media, Writing, Communication, Brand Implementation, Public Relations, Blogging, Training, Strategic Communications, Corporate Communications, Editorial, Entertainment, Content Strategy, Press Releases, Media Relations, Social Media Marketing
Education
The George Washington University 2005 — 2007
MA, Media & Public Affairs
The University of Manchester 1999 — 2003
BA (Honors), Architecture
Citizen Schools February 2014 - June 2015
Citizen Schools July 2011 - June 2013
FPG Student Union January 2010 - June 2011
HireNetworks May 2010 - August 2010
American Institute of Certified Public Accountants May 2008 - August 2010
UNC Business Essentials 2009 - 2010
Skills
Salesforce, Microsoft Office, Leadership, Event Planning, Social Media, Event Management, Management, Recruiting, Strategic Planning, Editing, Human Resources, Teaching, Public Speaking, PowerPoint, Project Planning, Microsoft Excel, Microsoft Word, Data Analysis, Team Management, Customer Service, Facebook, Higher Education, Mentoring
Education
Lesley University 2011 — 2013
Masters in Education, Curriculum and Instruction
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Communications Studies, Public Policy, Entrepreneurship
AICPA October 2006 - Present
AICPA May 2012 - March 2013
American Institute of Certified Public Accountants October 2006 - October 2007
Palmetto GBA March 2002 - October 2006
LabCorp Clinical Trials June 2000 - March 2002
Skills
AICPA Customer..., CSR Console, Crystal Reports, Microsoft Office, Microsoft Excel, Microsoft Word, AS400 system, Prism, Outlook, AICPA Service Contract..., AICPA Accounts..., Quality Assurance, Customer Service
Education
Durham Technical Community College
Associates Degree, Computer Information Systems
Hillside High School
Plaza College 2011 - Present
SUNY Maritime, Mercy College, and Strayer University 2008 - 2011
Bloomberg LP 1998 - 2007
American Institute of Certified Public Accountants 1994 - 1998
United States Marine Corps 1989 - 1993
Skills
Information Technology, Systems Analysis, Software Documentation, SDLC, PMP, Information Security..., Technology Management, Disaster Recovery, Network Engineering, Web Applications, Security, SQL, Web Development, Learning Management..., Curriculum Development, Certified Project..., Google App Engine, Information Architecture, System Architecture, Computer Forensics, Data Center, Public Speaking, Portfolio Management, SEO, PPC, PHP, MySQL, Moodle, FTP, Technical Training, Software Deployment, Security Architecture..., Platform Integration, Methodology..., Academic Development, Ebooks, Psychometrics, Emergency Notification, Data Integrity, Digital Signage, Redundant Systems, Help Desk Implementation, Computer Ethics, User Interface..., Web Interface Design, HTTPS, SFTP, HTTP, TFTP, ASPX
Education
Drexel University 1999 — 2001
M.S.
New Jersey City University 1994 — 1998
B.S.
Sovereign CPA Group, LLC October 2010 - Present
TekLinks, Inc. November 2009 - October 2010
American Institute of Certified Public Accountants 2009 - 2010
Frost Cummings LLC January 1989 - December 2009
Sullivan, Long & Hagerty, Inc. and Affiliates 1974 - 1988
Skills
Accounting, Auditing, Business Valuations, Corporate Income..., Continuing Education..., Consulting, LitigationSupport, Multi-State Income..., Consolidated Income Tax..., GAAP, Financial Reporting, Financial Accounting, Internal Controls, Business Valuation, Corporate Tax, Income Tax, Financial Analysis, Strategic Financial..., Finance, Tax
Education
University of Alabama at Birmingham 1979 — 1981
Masters of Business Administration, Business
University of Montevallo 1970 — 1974
Bachelor of Science, Accounting
Deloitte October 2002 - Present
KPMG LLP July 1998 - October 2002
American Institute of Certified Public Accountants 1993 - 1998
Skills
Strategic Thinking, Strategic Planning, Public Relations, Media Relations, Key Message Development, Media Interviews, Interview Coaching, Executive Media Training, Copy Editing, Editorial Skills, Agency Relations, Media Metrics
Education
Rider University 1977 — 1981
Bachelor of Arts, Journalism
American Institute of Certified Public Accountants March 2015 - Present
American Institute of Certified Public Accountants January 2006 - March 2015
University of Nebraska-Lincoln 2005 - 2006
Brigham Young University 2002 - 2004
Skills
Proofreading, Distance Learning, Editing, Publishing, Research, Teaching, Higher Education, Microsoft Office, Leadership, Public Speaking, Management, Microsoft Excel, Training, Copy Editing, E-Learning, Teamwork, Outlook, Adobe Acrobat, Technical Writing, Team Building, Social Media, Access, Analysis, Data Analysis, Customer Service, Microsoft Word, Facebook, Databases, Writing, Instructional Design
Education
University of North Texas 2006 — 2008
MSLS, Library and Information Science
Brigham Young University 2002 — 2004
BA, English
International American Supermarkets Corp. January 2015 - Present
Robert Wood Johnson University Hospital June 2014 - Present
Miami International Holdings Inc., Parent company of Miami International Securities Exchange LLC May 2014 - Present
Fulton Bank of NJ April 2014 - Present
Robert Wood Johnson University Hospital Somerset January 2013 - Present
Association of International Certified Professional Accountants January 2013 - Present
American Institute of Certified Public Accountants October 2010 - Present
Fulton Bank of New Jersey June 2005 - April 2014
Somerset Valley Bank June 2005 - May 2007
Fleet Credit Card Services 2001 - 2005
Skills
Accounting, Mergers, Budgets, Policy, Finance, CPA, Banking, SEC filings, Tax, Financial Reporting, Auditing, Due Diligence, Financial Analysis, Risk Management, Forecasting, IPO, Internal Controls, Managerial Finance, Leadership, Credit, Strategic Financial..., CGMA, Cash Management, Mergers & Acquisitions, Sarbanes-Oxley Act, Investments, Financial Services, Financial Accounting, Executive Management, Cash Flow, Corporate Finance, Financial Modeling, Treasury Management, Financial Risk, Restructuring, GAAP, Private Equity, US GAAP, Valuation, Business Valuation, Enterprise Risk..., Forensic Accounting, Financial Statements, Financial Audits, Portfolio Management, Internal Audit, SEC Filings, Financial Planning
Education
Montclair State University 1970 — 1974
BS, Accounting
American Institute of Certified Public Accountants July 2013 - Present
I-Cubed May 2012 - August 2013
American Institute of Certified Public Accountants October 2010 - May 2012
American Institute of Certified Public Accountants January 2009 - October 2010
American Institute of Certified Public Accountants July 2006 - January 2009
Trial Solutions, Inc. October 2004 - June 2006
Schemmy's, Ltd. January 2003 - June 2006
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Process Improvement, Financial Analysis, Management Consulting, Budgets, Tax, CPA, Web Design, Web Content, Problem Solving, Program Management, Management, Internal Audit, Analysis, Marketing, Managerial Finance, Enterprise Software, Forecasting
Education
North Carolina State University 2007 — 2010
Accounting
The Culinary Institute of America 2001 — 2003
AOS, Culinary Arts
Binghamton University 1998 — 1999
BA, English
Dutchess Community College 1994 — 1997
AA, Liberal Arts - Humanities
Arlington High School 1990 — 1994
H.S. Diploma, College Prep
AICPA May 2002 - April 2006
American Institute of Certified Public Accountants 2002 - 2006
Starpoint Solutions October 1998 - May 2002
Skills
IT Strategy, Vendor Management, Information Technology, IT Management, IT Operations
Education
MHS
University of Colorado Boulder
US Treasury-National Credit Union Administration January 2011 - Present
BE April 2009 - January 2011
Chase Merchant Services, LLC; First Data Corporation June 1998 - April 2009
American Institute of Certified Public Accountants October 1987 - July 1997
Skills
Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, General Ledger, Auditing, Corporate Finance, Budgets, Finance, Accounts Receivable, Risk Management, Financial Statements, Management, Tax, Business Development
Education
CW Post College, School of Professional Accountancy
MS, Taxation
Hofstra University
BBA, Accounting
Stony Brook University
Certification, Business Analysis
NBCUniversal, Inc. March 2015 - Present
The Swan Brothers July 2014 - December 2014
Ramapo College of New Jersey August 2013 - December 2014
Ramapo College of New Jersey August 2013 - May 2014
Manpower and NFL February 2014 - February 2014
American Institute of Certified Public Accountants July 2011 - August 2013
Metuchen Area Chamber of Commerce February 2010 - November 2010
Skills
Advertising, Final Cut Pro, Microsoft Word, Screenwriting, Photoshop, Graphic Design, Motion Graphics, After Effects, Camera Operating, Microsoft Office, Creative Writing, PowerPoint, Outlook, Leadership, Voice Acting, Customer Service, Video Editing, Adobe Creative Suite, Press Releases, Microsoft Excel, Public Speaking
Education
Ramapo College of New Jersey 2011 — 2014
Bachelor's Degree, Global Communications, GPA: 3.7
Emerson College 2010 — 2011
Writing for Film and Television
American Institute of Certified Public Accountants November 2009 - Present
Sears Holdings Management Corporation January 2005 - November 2009
Bear Stearns October 2003 - January 2005
Goldman Sachs September 2002 - October 2003
Morgan Stanley Dean Witter Trust May 1996 - October 2002
Skills
Project Management, Troubleshooting, Vendor Management, SharePoint, MS Project, Business Analysis, ITIL, IT Strategy, VMware, Active Directory, VPN, Change Management, Disaster Recovery, IT Operations, PMP, Servers, Integration, Networking, Cloud Computing, Windows, Technical Support, XP, DNS, DHCP, Visio, Management, Information Technology, Software Documentation, System Administration, Windows XP, VDI, Virtualization
Education
Villanova University 2004 — 2005
PMP, Project Management
Kean University 1991 — 1994
BA, Communications, Communication and Media Studies
DeVry University 1983 — 1985
Diploma, Computer Engineering Technologies
Novelist August 2013 - December 2013
American Institute of Certified Public Accountants September 2012 - July 2013
Durham Academy February 2012 - July 2012
International Students and Scholars Services Center, University of North Carolina August 2011 - December 2011
University of North Carolina at Chapel Hill - Davis Library January 2011 - December 2011
Community Workshop Series January 2011 - December 2011
Sonnenalp Resort July 2008 - May 2009
Skills
Collection Development, Library Instruction, Library Science, Information Literacy, Community Outreach, Research, Academic Libraries, Facebook, Microsoft Office, Cataloging, Social Media, Web 2.0, Books, HTML, Library Reference, Digital Libraries, Metadata, Library Research, XML, Google Docs, Blogger, Administration, Instructional Technology, Millenium, Online Research, Library Management, Virtual Reference, Archives, WordPress, Program Development, E-learning..., Social Media Marketing, Instructional Design, Customer Service, Leadership
Education
University of North Carolina at Chapel Hill - School of Information and Library Science 2010 — 2011
Master of Science (M.S.)
University of North Carolina at Chapel Hill 2004 — 2008
B.A.
Bank of America November 2013 - Present
Bank of America February 2008 - October 2013
Fidelity Investments 2006 - 2008
Scudder Investments April 1993 - June 2002
The Chase Manhattan Bank June 1989 - April 1993
American Institute of Certified Public Accountants February 1984 - May 1989
Skills
Supurb listening and..., Keen marketing sense, Accomplished..., Outstanding..., Rock-solid project..., Direct Marketing, Financial Services, Written Communication, Marketing Strategy
Education
State University of New York at Albany
BS in Business Adm/Marketing, English
The John Maxwell Team February 2014 - Present
ASPIRE INTERNATIONAL March 2010 - Present
AGAINST ALL ODDS FOUNDATION February 2011 - April 2011
The Empowerment Zone, LLC February 2002 - February 2009
RMR Fineries January 2003 - June 2005
Payless National Cellular December 2002 - April 2004
Union County College April 2002 - December 2002
Hudson County Community College February 1998 - December 2002
American Institute of Certified Public Accountants September 1988 - February 2002
Manhattan District Attorney's Office February 1986 - September 1988
Skills
Coaching, Leadership Training, Empowerment Speaking, Professional..., Leadership, Training, Public Speaking, Entrepreneurship, Team Building, Strategic Planning
Education
St. Peter's College 1999 — 2002
Business Administration
The Institute of Internal Auditors 2010 - Present
Comfort Systems USA April 2003 - Present
Texas Society of CPAs June 1995 - May 2013
American Institute of Certified Public Accountants October 2006 - October 2010
Arthur Andersen 1994 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Accounting, CPA, Financial Reporting, SEC filings, Enterprise Risk..., Sarbanes-Oxley, GAAP, Financial Analysis, IT Audit, US GAAP, Financial Accounting, General Ledger, Due Diligence
Education
University of Missouri-Columbia, College of Business 1972 — 1978
BS, MBA
Public Company Accounting Oversight Board 2011 - Present
Center for Audit Quality 2006 - 2011
American Institute of Certified Public Accountants 2004 - 2006
American Institute of Certified Public Accountants 1995 - 2004
KPMG 1990 - 1995
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
Bachelor of Science (BS), Accounting
Business Council of Alabama February 2011 - Present
William R. Box CPA, LLC December 2010 - Present
Business Council of Alabama December 2010 - Present
Alabama Society of Certified Public Accountants May 2009 - Present
American Institute of Certified Public Accountants October 2008 - Present
Joe Money Machinery Co. September 1994 - Present
Amsouth Bank 1993 - 1994
Stockham Valves and Fittings 1991 - 1993
Jamison Money and Farmer, CPAs October 1988 - May 1991
Ernst and Young March 1987 - October 1988
Skills
IFRS, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Finance, Strategy, Risk Management, CPA, Forecasting
Education
Auburn University 1974 — 1978
Bachelor of Science, Economics with Computer Science Concentration
Samford University
Bachelor of Science, Accounting
Howe Advisory January 2010 - Present
Res Partners March 2012 - Present
American Institute of Certified Public Accountants 2003 - 2010
Ernst & Young January 1987 - December 2009
PICPA 2005 - 2006
Skills
Tax Risk Management, Tax Compliance, Tax Controversy, Accounting, Process Improvement, Risk Management, CPA, Income Tax, Tax, Tax Accounting, Due Diligence, Mergers & Acquisitions, Financial Accounting, Financial Reporting, Financial Analysis, Financial Services, Internal Controls, Forecasting, Sarbanes-Oxley Act, Management, Corporate Tax, Finance
Education
Villanova University 1983 — 1989
MBA, Business and taxation
Ohio Wesleyan University 1977 — 1981
BA, Econ/Management
American Institute of Certified Public Accountants October 2014 - Present
Mission Hospital January 2013 - Present
AICPA June 2012 - Present
Nolet Spirits U.S.A. June 1997 - December 2014
California Society of CPAs June 2012 - June 2013
Mission Hospital January 2010 - December 2012
Circle International 1995 - 1996
Peat, Marwick and Mitchell September 1973 - November 1979
Skills
Mergers, Accounting, Budgets, Strategic Planning, Financial Analysis, Business Planning, Managerial Finance, Financial Reporting, Forecasting, Auditing, Strategic Financial..., Non-profits, Sarbanes-Oxley Act, Leadership, Due Diligence, Start-ups, Internal Controls, Mergers & Acquisitions, Finance, Executive Management, Process Improvement, Team Building, GAAP, Nonprofits, Business Development, Management, Risk Management, Strategy, Small Business, Management Consulting, Restructuring, Cash Management, Income Statement, Business Process..., Financial Accounting, Acquisition Integration, Financial Modeling, P&L Management, Pricing, Business Strategy, SEC filings, Corporate Finance, Cross-functional Team..., Revenue Recognition, Analysis, Cost Accounting, Business Valuation, Cash Flow, Internal Audit, Private Equity
Education
University of Southern California - Marshall School of Business 1971 — 1973
MBA, Business and Accounting
California State University-Fullerton, Mihaylo College of Business and Economics 1969 — 1971
BA, Marketing
Retired December 2011 - Present
US Department of Health and Human Services October 2010 - January 2012
Health Resources and Services Administration February 2005 - October 2010
American Institute of Certified Public Accountants 2007 - 2010
Federal Aviation Administration May 1997 - February 2005
Maryland Association of CPAs 2003 - 2004
US Small Business Administration August 1990 - May 1997
U.S. Government Printing Office December 1987 - August 1990
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Policy, Training, Financial Statements, Managerial Finance, Finance, Internal Controls, Tax, QuickBooks, Strategic Financial..., Small Business, Management, Government, Mergers & Acquisitions, Financial Reporting, Internal Audit, Fraud, Leadership, Project Planning, Financial Accounting, GAAP, Accounts Payable, CPA, Assurance, Tax Preparation, Recruiting, Process Improvement, Program Management, Strategic Planning, Operations Management, Business Process, Organizational...
Education
University of Maryland College Park 1996 — 1999
Master of Public Policy, Public Management and Leadership
American University - Kogod School of Business 1980 — 1983
Business Administration, Accounting
Workplace Forward October 2015 - Present
Levi Strauss & Co. January 2015 - Present
Zynga September 2014 - January 2015
Cielo (Formerly Pinstripe & Ochre House) September 2010 - September 2014
ACS, a Xerox Company March 2008 - September 2010
American Institute of Certified Public Accountants November 2007 - March 2008
Resource Accounting April 2006 - November 2007
RBC Centura Bank June 1999 - April 2006
Skills
Recruiting, Leadership, Talent Acquisition, Sourcing, Training, Applicant Tracking..., Boolean Searching, Management, Strategy, Process Improvement, Human Resources, Analysis, Sales, Screening, Continuous Improvement, Talent Management, Performance Management, Agile Methodolgy, Marketing, Organizational..., Program Management, Lean Tools, Temporary Placement, Consulting, Project Management, Internet Recruiting, Team Building, Hiring, Negotiation, Brand Awareness, Social Influence, Coaching, Business Acumen, Team Leadership, Change Management, Strategic Communications, Job Descriptions, College Recruiting, Onboarding, Networking
Education
North Carolina State University 2000 — 2003
BA, Communication: PR Minor, French
Université de Technologie de Compiègne 2002 — 2003
Millbrook High School 1996 — 1999
High School Diploma
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
American Institute of Certified Public Accountants February 2014 - Present
American Institute of Certified Public Accountants August 2010 - February 2014
Hughes Pittman & Gupton LLP November 2008 - August 2010
Schneider Downs September 2006 - November 2008
Education
Duquesne University 2002 — 2006
Bachelor’s Degree, Accounting
Think and Grow Rich for Women May 2014 - Present
AICPA November 2009 - Present
Lechter Development Group-Business Strategist & Mentor September 2007 - Present
Pay Your Family First September 2007 - Present
Women Presidents Organization. 2000 - Present
Childhelp USA 1998 - Present
Rich Dad Poor Dad and Rich Dad Book Series 1996 - Present
American Institute of Certified Public Accountants 1978 - Present
United States President's Advisory Council on Financial Literacy January 2008 - January 2010
The Rich Dad Company- Business Strategist & Mentor 1996 - 2007
Skills
Entrepreneurship, Publishing, Negotiation, Financial Education, Small Business, Public Speaking, Strategic Planning, Non-profits, Management Consulting, Start-ups, Strategic Financial..., Leadership Development, Bookkeeping, Copywriting, Business Strategy, Personal Finance, Accounting, Consulting, Financial Analysis, Books, Leadership, Nonprofits, Change Management, Strategy, Coaching, Team Building, Marketing, Fundraising, Business Development, Social Networking, Marketing Strategy, Executive Coaching, Social Media, Training, Organizational..., Program Management, New Business Development, Strategic Partnerships, Management, Public Relations, Investments, Social Media Marketing, Mergers & Acquisitions, Executive Management, Time Management, Finance, Integrated Marketing, Business Planning, Selling, Budgets
Education
Florida State University 1972 — 1976
Magna Cum Laude Bachelor of Science, Accounting
Florida State University - College of Business 1972 — 1976
BS, Accounting
American Institute of Certified Public Accountants August 2014 - December 2014
The Bollard Group LLC May 2014 - August 2014
IRS VITA Program January 2014 - April 2014
Commonwealth of Massachusetts Department of Revenue May 2013 - December 2013
HuaTai Securities Co.,Ltd. April 2010 - August 2010
Galaxy Futures Company Limited January 2010 - April 2010
Skills
Financial Accounting, Accounting, Microsoft Excel, Microsoft Word, Microsoft Access, ACL, Internal Audit, Compliance Testing, Client Surveys, Cost Accounting, Finance, Auditing, General Ledger, Financial Reporting
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Science (M.S.), Accounting, 3.7
East China University of Science and Technology 2006 — 2010
Bachelor of Science in Finance
Drake Consulting & Coaching 2004 - Present
Management Concepts 2005 - 2014
American Institute of Certified Public Accountants 1992 - 2003
Skills
Leadership Development, Coaching, Executive Coaching, Leadership, Training, Career Counseling, Training Delivery, Organizational..., Team Building, Career Development, Nonprofits, Public Speaking, Instructional Design, Workshop Facilitation, Non-profits, Change Management, Team Leadership, Organizational..., Management, Instructor-led Training, Employee Training, Strategy, Program Management, Employee Engagement, Needs Analysis, Conflict Resolution, Performance Management, Staff Development, Management Consulting, Personal Development, Performance Improvement, Emotional Intelligence, MBTI, Executive Development, Talent Management, 360 Feedback, Learning Management, Succession Planning, Blended Learning, Management Development, Organizational Design, E-Learning, Culture Change, Business Coaching, Presentation Coaching, Adult Education, Career Management, Consulting, Small Business, Work Life Balance
Education
University of Minnesota-Twin Cities
MA
Parent Teachers Association 2012 - Present
TOSHIBA Global Commerce Solutions, Inc (Disys) March 2014 - February 2015
Cisco Systems (Resolvit) November 2011 - October 2013
American Institute of Certified Public Accountants March 2010 - January 2011
Duke Clinical Research Institute (DCRI) 2007 - 2009
Blue Cross Blue Shield of North Carolina July 2002 - December 2006
Eastman Kodak (Qualex) October 1996 - April 2002
Skills
Project Management, Market Research, Cross-functional Team..., Marketing Strategy, Market Analysis, Strategy, Strategic Planning, Competitive Analysis, Business Requirements, Vendor Management, Program Management, Financial Analysis, Business Case, Business Intelligence, Management, Competitive Intelligence, Customer Satisfaction..., business plan..., Financial Forecasting, Business Intelligence..., Product Management, project planning, Presentations, Microsoft Excel, Microsoft Project, Social Media, Performance Management, Training, Sales Reporting, Industry Trends, Process Improvement, Public Speaking, Metrics Reporting, Quantitative Research, Team Building, Leadership, Competitor Analysis
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Marketing
The Ohio State University
B.S.B.A., Finance
American Institute of Certified Public Accountants September 2014 - Present
Activate Good February 2011 - Present
North Carolina Community Foundation January 2007 - September 2014
McGladrey August 2005 - October 2006
North Carolina State University College of Management August 2004 - May 2005
Integrated Laboratory Systems February 2002 - August 2004
Education
Duke University 2011 — 2012
Certificate in Nonprofit Management
North Carolina State University 2004 — 2005
Master of Accounting
Meredith College 1999 — 2001
Bachelor of Science
Pinecrest High School - Sandhills Community College (Dual Enrollment)
Fisher House Foundation February 2015 - Present
America Rising LLC September 2013 - July 2014
American Institute of Certified Public Accountants April 2013 - September 2013
Republican National Committee February 2012 - December 2012
American Principles Project January 2010 - February 2012
StateNet January 2010 - April 2010
Skills
Politics, Government, Legislation, Policy, Research, Public Policy, Policy Analysis, Foreign Policy, Event Planning, Grassroots Organizing, Regional Studies, Regional Policy, Political Campaigns, Newsletters, Wordpress, Program Management, Program Implementation, Social Media, Communication
Education
American University 2009 — 2011
MA, Political Science
Marietta College 2005 — 2009
BA, Political Science, Communication, Leadership
Jewish Home Lifecare December 2006 - Present
Calvary Pentecostal Church/ Bridges Church July 2008 - March 2014
Jewish Home & Hospital April 2001 - December 2006
American Institute of Certified Public Accountants June 1996 - March 2001
Skills
Microsoft Office
Education
Kaplan University 2013 — 2016
bachelor's degree, Business Administration and Management, General
Windstream Communications July 2015 - Present
WRITE THE VISION GROUP August 2006 - Present
NetApp November 2014 - June 2015
American Institute of Certified Public Accountants December 2013 - October 2014
AICPA September 2011 - December 2013
SAFEchild, Inc. Board of Directors 2012 - 2013
Cisco Systems December 2010 - August 2011
Family Dollar Stores, Inc. May 2008 - November 2010
Friendship Missionary Baptist Church 2008 - 2010
Friendship Missionary Baptist Church 2008 - 2010
Skills
editing, instructional design, Writing, Technical Writing, Creative Writing, Technical Documentation, Contract Negotiation, Academic Writing, CBT, ILT, E-learning, PowerPoint, Captivate, Teaching, Adobe Acrobat, Public Speaking, Microsoft Office, Research, Blogging, Photoshop, Word, Graphic Design, Content Management, Adobe Creative Suite, Curriculum Design, HTML, Curriculum Development, Mentoring, Copywriting, Problem Solving, Flash, Outlook, Documentation, Excel, Copy Editing, Event Planning, Newsletters, Adult Education, Learning Management..., Instructional Design, E-Learning, Program Management, Microsoft Excel, Software Documentation, Proposal Writing, Microsoft Word, Training, Multimedia, Editing, Project Management
Education
North Carolina State University 1989 — 1992
Master of Arts, English
Hampton University 1976 — 1980
Bachelor of Arts, English
Sanderson High School 1973 — 1976
College Preparatory
Bank of America Merrill Lynch March 2014 - Present
Xerox Services September 2010 - March 2014
Manpower Staffing February 2010 - July 2010
RBC May 2007 - December 2008
First Citizens Bank January 2007 - May 2007
American Institute of Certified Public Accountants May 2005 - January 2007
Micron Technology, Inc February 2004 - February 2005
Skills
Recruiting, Human Resources, Employee Relations, Onboarding, PeopleSoft, Benefits Administration, HRIS, Applicant Tracking..., Technical Recruiting, Employee Benefits, Payroll, Talent Acquisition, Outlook, Performance Management, Networking, Sourcing, New Hire Orientations, Interviews, Temporary Staffing, Training, Taleo, Temporary Placement, Background Checks, Customer Service, Screening Resumes, Staffing Services, Time Management, Call Centers, Cold Calling, Internet Recruiting, Talent Management, Hiring, Vendor Management, Access, Deferred Compensation, Budgets, Personnel Management, Contract Recruitment, Workforce Planning, Screening, Management, College Recruiting, Team Management, Sales, Executive Search, Benefits Negotiation
Education
Johnson C. Smith University 1997 — 1999
Broadcast Journalism
Cazenovia College 1994 — 1997
A.S., Liberal Arts
American Institute of Certified Public Accountants October 2004 - Present
MerlinSoft Inc. June 1999 - December 2004
Educational Testing Service January 1983 - June 1999
Exxon Office Systems 1982 - 1984
NCR Corporation 1980 - 1982
Skills
Software Development, Project Management, SQL, Program Management, Data Analysis, Business Analysis, Testing, Process Improvement, Visio
Education
Rutgers University-New Brunswick 1975 — 1980
B.S., Computer Science
Johnson Lambert LLP January 2013 - Present
Johnson Lambert LLP September 2002 - Present
American Institute of Certified Public Accountants September 2009 - October 2012
Still Point Theate Collective 2010 - 2011
American Institute of Certified Public Accountants October 2010 - October 2010
Ernst & Young June 1997 - December 2000
Skills
Auditing, Financial Reporting, Leadership, Accounting, Nonprofits, Internal Controls, GAAP, CPA, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Tax, Non-profits, Internal Audit, Financial Accounting, Budgets, Tax Preparation, General Ledger
Education
Morgan State University 2000 — 2002
MBA, Finance
Howard University 1993 — 1997
BBA, Accounting
Hyde Park Academy 1989 — 1993
Endivo Hair Gallery March 2010 - Present
American Institute of Certified Public Accountants May 2008 - March 2011
Durham County Department of Social Services July 2004 - April 2007
Durham County Department of Social Services July 2002 - July 2004
Federal Aviation Administration/CEXEC February 2001 - March 2002
Skills
Hair Cutting, Hair Care, Cosmetology, Beauty Industry, Makeup Artistry, Salons, Bridal Showers, Cosmetics, Makeovers, Waxing, Photo Shoots, Skin Care, Updos, Stylists, Customer Service, Microsoft Office, Time Management, Microsoft Word, Microsoft Excel, Social Networking
Education
Durham Technical Community College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Clinical Trials Associate
Vance-Granville Community College
Associate Degree, Small Business Administration and Management
ATI Career Institute
Business Administration
Atlantic Lottery Corporation January 2015 - Present
American Institute of Certified Public Accountants December 2013 - December 2014
FAO September 2010 - April 2013
NATO SHAPE September 2003 - May 2010
Skills
Requirements Analysis, Change Management, ERP, Business Analysis, Analysis, Oracle Applications, Oracle, Business Process, Oracle E-Business Suite, Project Management, PL/SQL, Knowledge Management, SQL, Solution Architecture, Government, Program Management
Education
Dalhousie University
Advisors4Advisors August 2009 - Present
Advisor Products Inc. August 1996 - Present
Financial Advisor Magazine May 2006 - January 2013
Investment Advisor Magazine May 1996 - April 2006
Worth Magazine March 1991 - March 1996
The New York Daily News April 1986 - April 1991
American Institute of Certified Public Accountants October 1983 - March 1986
Skills
Website Development, Portfolio Management, Journalism, Personal Finance, Business, Strategic Financial..., Investments, Asset Management, Marketing, Integrated Marketing, Financial Services, Web Design, Retirement, Estate Planning, Financial Advisory, Mutual Funds, Financial Planners, Investment Advisory, Newsletters, Wealth Management, Securities, Alternative Investments, Web Development, Finance, Investment Strategies, Asset Allocation, Magazines, Series 7, Content Management, Investment Management, Investor Relations, Publishing, Press Releases, High Net Worth..., Newspapers, Copywriting, Thought Leadership, Financial Planning
Education
Columbia University - School of International and Public Affairs 1978 — 1980
MIA, International Affairs & Journalism
New York University 1976 — 1978
BA, Journalism
American Institute of Certified Public Accountants January 2012 - Present
Abbas LM Group January 2006 - December 2011
Daimler AG March 2003 - January 2006
IMA June 1993 - December 2002
CNH January 1990 - March 1993
Skills
Financial Reporting, Cash Management, Strategic Planning, Internal Controls, Cost Accounting, Mergers, Manufacturing, Financial Accounting, Financial Analysis, Process Improvement, Forecasting, Accounting, Managerial Finance, Finance, Variance Analysis, Internal Audit, General Ledger, Sarbanes-Oxley Act, Mergers & Acquisitions, Budgets, Auditing, Tax, ERP, Strategic Financial..., QuickBooks, Corporate Finance, Financial Audits, Cash Flow, Financial Services, US GAAP, Consolidation, CPA, Financial Modeling, GAAP, Access, Business Process..., Analysis, Hyperion Enterprise, Payroll, Risk Management, Financial Statements, SAP, SEC filings, Program Management, Accounts Payable, Revenue Recognition, Business Planning, Due Diligence, Restructuring, IFRS
Education
University of Illinois at Urbana-Champaign
Finance, Accounting
Unicorn HRO November 2012 - Present
American Institute of Certified Public Accountants May 2012 - October 2012
Lincoln Financial Group July 2007 - January 2012
Konica Minolta Manufacturing USA, Inc. November 1993 - June 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Ceridian Payroll System, GEAC Payroll System, Crystal Reports, JD Edwards, Oracle HR, Paychex Payroll System, GEAC, Payroll, Human Resources, Software Documentation, Accounts Receivable, Account Reconciliation, Invoicing, Accounting, General Ledger, Accounts Payable
Education
Elon University 1978 — 1982
Bachelor's degree, Accounting
Williams High School
http://www.terrywdrake.com February 2004 - Present
Unclaimed Financial Assets LLC 2006 - 2014
American Institute of Certified Public Accountants 1976 - 2012
Water & Power Authority US Virgin Islands December 1975 - January 2004
Kansas City Board Of Public Utilities February 1978 - April 1994
Skills
Books, Published Author, Creative Writing, Publishing, Proofreading, Non-fiction, Freelance Writing, Publications, Online Publishing, Fiction, Novels, Blogging, Literature, Book Reviews, Storytelling, Certified Public..., Novelist, Fiction Writing, Short Stories, Editing, Magazine Articles, Content Development, Ebooks, Poetry, Ghostwriting, Financial Accounting, Financial Reporting, Planning Budgeting &..., Cash Management, Investment Strategies, Bond Financing, Rating Agency Reviews, Budgeting, Utilities Management, CPA, Creative Writer, Web Content, Content Writing, Feature Articles, Public Speaking, Copy Editing, Social Networking
Education
Rockhurst College 1973 — 1975
Accounting and Finance
University of Missouri-Kansas City 1970 — 1975
Master of Business Administration (MBA), Accounting, 3.6
The University of Missouri at Kansas City 1970 — 1972
Bachelor of Business Administration (BBA), Accounting and Finance, 3.4
ACT March 2015 - Present
ACT January 2014 - March 2015
The College Board June 2006 - December 2013
State Universities Civil Service System May 2005 - May 2006
American Institute of Certified Public Accountants 2002 - 2004
Skills
Data Analysis, Structural Equation..., Psychology, Research, Factor Analysis, Quantitative Research, Psychometrics, Job Analysis, Higher Education, Data Collection, Analysis, Report Writing, SPSS, Testing, Educational Research, Educational Assessment, Research Consulting, Experimental Design, Psychological Testing, Classical Test Theory, Item Response Theory, Statistics, Research Design, Qualitative Research, Team Leadership, Teamwork, Vision Development, Team Building, Program Evaluation, Team Management, Leadership Development
Education
University of Illinois at Urbana-Champaign 2002 — 2006
PhD, Industrial Organizational Psychology
University of Illinois at Urbana-Champaign 2002 — 2004
MA, Industrial-Organizational Psychology
Western Kentucky University 1999 — 2002
BA, Psychology, Business
Interlocking Concrete Pavement Institute April 1998 - Present
Bostrom Corporation 1991 - 2008
Association of Management Consulting Firms 1989 - 1991
Society of Incentive Travel Executives 1987 - 1989
American Institute of Certified Public Accountants 1979 - 1987
Skills
Strategic Planning, Budgets, Policy, New Business Development, Personnel Management, Management, Marketing, Managerial Finance, Non-profits, Public Relations, Marketing Strategy, Hospitality, Fundraising, Contract Negotiation, Sales Management, Public Speaking, Leadership Development, Team Leadership, Leadership, Strategy, Team Building, Negotiation, Business Planning, Event Management, Nonprofits, Association Management, Business Development, Business Strategy, Event Planning, Trade Shows, Sales, Coaching, Account Management, Organizational..., Customer Service, Product Development, Social Media, Market Research, Project Planning, Operations Management, Training, Program Management, Proposal Writing, Marketing Management, Marketing Communications, Product Marketing, Executive Management, Management Consulting, Entrepreneurship
Education
James Madison University - College of Business 1973 — 1977
BS, School of Business
Mallor Grodner LP January 2011 - Present
Western CPE September 2009 - Present
American Institute of Certified Public Accountants July 2007 - Present
Murphy Financial Group PC. January 2007 - Present
Butler University 1995 - Present
Murphy & Co. P.C. August 1982 - July 2007
Skills
Financial Planning, Accounting, Analysis, Insurance, Valuation, Financial Analysis, Financial Modeling, Budgeting, Retirement Planning, Investments, Cash Flow, Tax, Quickbooks, Forecasting, Wealth Management, Retirement, Estate Planning, Financial Accounting, Income Tax, Business Valuation, Management Consulting, Federal Tax, Small Business, Tax Preparation, Financial Reporting, Auditing, Business Planning, Mergers, Forensic Accounting, Corporate Tax, Small Business..., Tax Compliance, Due Diligence, Partnership Taxation, Financial Management, Tax Services, Strategic Planning, Tax Returns, Corporate Finance, GAAP, Audit, Internal Controls, IRS, Tax Accounting, Preparation, Real Estate, Litigation Support, Business Strategy, Accountants, CPA
Education
Butler University 1969 — 1973
BS, Accounting/ Finance
Duke Clinical Research Institute April 2014 - Present
Duke Clinical Research Institute December 2013 - April 2014
Duke Clinical Research Institute August 2010 - December 2013
American Institute of Certified Public Accountants December 2008 - August 2010
American Institute of Certified Public Accountants September 2006 - December 2008
Caterpillar Inc. February 2005 - September 2006
Spectrasite Communications, Inc July 2003 - February 2005
Skills
Financial Analysis, Financial Accounting, Finance, Accounting, Financial Reporting, Microsoft Excel, Budgets, Forecasting, Internal Controls, Process Improvement, Microsoft Word, Management, Customer Service, Leadership
Education
North Carolina State University 2000 — 2003
Bachelor's Degree, BS, Accounting, Concentration in Information Systems
North Carolina State University 2000 — 2003
Bachelor of Science Degree major in Accounting with a concentration in Information Systems, Accounting and Information Technology
Inside Philanthropy Columinist October 2014 - Present
KLR - Kahn Litwin Renza & Co. Ltd. January 2000 - August 2014
Bryant University September 2010 - September 2013
Rhode Island Foundation 2003 - 2013
Boston Tax Institute 1990 - 2013
American Institute of Certified Public Accountants January 1999 - December 2009
New England Graduate Accounting Study Conference January 1999 - December 2009
Attleboro Historic Preservation Society, Inc. 1999 - 2006
Monti,CPA June 1981 - December 1999
American Optical Corp September 1979 - May 1981
Skills
Non-profits, Accounting, Tax, Audit, Auditing, Financial Reporting, Preparation, Public Speaking, Board Development, Small Business, Research, Public Relations, Budgeting, Customer Service, Mergers, Contract Negotiation, Budgets, Income Tax, Nonprofits, Managerial Finance, Mergers & Acquisitions, Start-ups, General Ledger, CPA, LLC, Strategic Financial..., GAAP, Leadership, Tax Preparation, Business Development, Partnership Taxation, Internal Controls, Finance, Tax Research, S Corporations, Corporate Tax, QuickBooks, Forensic Accounting, Not for Profit, Tax Returns, SEC filings, Business Valuation, Tax Accounting, Strategic Planning, Financial Accounting, Financial Analysis, Financial Statements, Accounts Payable
Education
Providence College 1966 — 1970
BS, Business Administration / Accounting
Providence College 1966 — 1970
Bachelor of Science (BS), Accounting
Brown University
Master of Arts, Ad Eundem, Education
Parsons January 2013 - January 2014
American Institute of Certified Public Accountants August 2009 - April 2012
Masco Retail Sales Support June 2004 - November 2008
Ginger Company (a Masco Company) December 1997 - June 2004
Skills
Accounting, Human Resources, Financial Reporting, Internal Controls, Financial Analysis, Leadership, Cash Management, Credit, Treasury Management, Process Improvement, Risk Assessment, International, Budget, Public Speaking, Public Relations, Forecasting, Cash Flow Forecasting, Team Building, Cost Accounting, US GAAP, Due Diligence, Budgets, IFRS, Tax, Strategic Planning, Sarbanes-Oxley Act, Managerial Finance, Auditing, Consolidation, Finance, Internal Audit, Strategic Financial..., Variance Analysis, GAAP, General Ledger, SEC filings, Management, Revenue Recognition, Financial Accounting, Cash Flow, Enterprise Risk..., Financial Audits, Mergers, Sarbanes-Oxley, Mergers & Acquisitions
Education
Eastern Michigan University 2001 — 2004
MBA, Business
University of North Carolina at Charlotte 1984 — 1989
BS, Accounting
Writer, Editor and Blogger July 2010 - Present
Self 1993 - 2010
Elsevier 1990 - 1993
John Wiley and Sons 1986 - 1990
Scholastic 1979 - 1986
American Institute of Certified Public Accountants 1978 - 1983
American Institute of Physics 1973 - 1974
Skills
Copy Editing, Freelance Writing, Proofreading, Creative Writing, Editing, History, Non-fiction, Web Content, Blogging, Journalism, Feature Articles, Books, Copywriting, Editorial, Fact-checking, Newsletters, Newspapers, Politics, Storytelling, Publications, Press Releases, AP Style, Publishing, Magazines
Education
Drew University 1969 — 1972
B.A., English
Knox College 1968 — 1969
Bachelor of Arts (B.A.), English Language and Literature, General
Eastchester High School 1965 — 1968
Bachelor's degree, General Studies
American Marketing Association_ NJ Chapter June 2011 - Present
Seton Hall University April 2011 - Present
Morris Research LLC December 2009 - Present
Market Research July 2007 - December 2009
American Institute of Certified Public Accountants September 1999 - October 2006
Lucent Technologies inc. September 1996 - April 1999
AT&T June 1988 - September 1996
Skills
Market Research, Segmentation, Data Analysis, Strategy, Management, Analytics, Project Management, CRM, Product Management, Qualitative Research, Survey Design, Analysis, Statistics, Customer Analysis, Marketing Strategy, Verbatim coding, Research Project..., Customer Satisfaction &..., Customer Profiling, Statistical Analysis, Onlne Bulletin Board..., Marketing Research, GSA Approvals
Education
Fairleigh Dickinson University 1978 — 1982
MBA
New Jersey Institute of Technology
BS
Polytechnic Institute of New York University
MS ChE
Weight Watchers June 2015 - August 2015
Nassau County June 2014 - August 2014
Joel Lanz, CPA, P.C. May 2012 - May 2014
Institute of Internal Auditors May 2013 - September 2013
University at Buffalo (UB) Green September 2011 - November 2011
Crestwood Country Day School June 2011 - August 2011
Iceworks October 2008 - October 2010
American Institute of Certified Public Accountants August 2010 - August 2010
Skills
Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, CSS, Java, HTML, Teamwork, Oracle, Noetix, Hyperion HFM
Education
St. John's University 2015 — 2016
Master's degree, Accounting
State University of New York at Buffalo 2011 — 2015
Bachelor of Science (BS), Financial Analysis
Pamela Womble Consulting January 2010 - Present
701 mosaic August 2008 - Present
UBS Financial Services, Inc. May 2005 - June 2008
UBS Financial Services, Inc. 2000 - 2005
American Institute of Certified Public Accountants 1989 - 2000
Skills
Executive Coaching, Leadership Development, Organizational..., Change Management, Succession Planning, Team Building, Leadership, Cultural Diversity, Coaching, Talent Management, Process Improvement, Staff Development, Program Management, Recruiting, Appreciative Inquiry, Career Development, Diversity Recruitment, Diversity Strategy, Diversity Training, Experiential Learning, Leadership Mentoring, Management Consulting, Organizational Learning, Talent Development, Start-ups, Executive Management, Adult Learning Theory &..., Blended Learning, Consultative Selling, Management, Diversity & Inclusion, Equality & Diversity
Education
American University
Master of Science (M.S.)
New York University
Bachelor of Arts (B.A.)
MPI WestField May 2015 - Present
Candela Systems Corporation January 2015 - Present
Financial Executives International July 2006 - January 2015
American Institute of Certified Public Accountants October 2003 - July 2006
American Institute of Certified Public Accountants February 2000 - October 2003
Churchill Communications North America, Inc. May 1999 - September 1999
Education
New York University, Center for Hospitality, Tourism and Travel Administration – School of Continuing Education 2001 — 2001
Meeting, Conference and Event Management Certificate
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelors, Pyschology
St. Vincent Ferrer High School
Beechwood @ NHP Homeowners Assoc. January 2005 - Present
International Foundation of Employee Benefit Plans September 1996 - Present
GCC-IBT Local 1L June 1996 - Present
NYS Society of CPA's December 1995 - Present
American Institute of Certified Public Accountants November 1995 - Present
James Santangelo, CPA May 1987 - Present
Skills
Member of AICPA, GAAP, Internal Controls, Financial Reporting, Auditing, Accounting, Litigation Support, Financial Analysis, Forecasting, Start-ups, CPA, Tax, Budgets, Forensic Accounting, Mergers, SEC filings
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
BBA - Accounting, Accounting
Holy Cross High School 1979 — 1983
Department of Labor 2007 - Present
American Institute of Certified Public Accountants 1987 - 2007
Education
Adelphi University
BS, Management and Communications
Cathy Greenberg Creative November 2006 - Present
lexis nexis 2012 - 2012
American Institute of Certified Public Accountants March 1998 - November 2006
Micro Central 1994 - 1998
Skills
Copywriting, Advertising, Direct Mail, Direct Marketing, Marketing Communications, Email Marketing, Corporate Communications, Copy Editing, Digital Marketing, Online Advertising, Press Releases, Interactive Advertising, Content Strategy, Proofreading, Creative Direction, Brochures, Public Relations, Creative Strategy, Marketing, Brand Development, Content Development, Newsletters
Education
City University of New York-College of Staten Island 2000 — 2002
MA, English
City University of New York-Brooklyn College 1988 — 1992
BFA, Creative Writing
JPMC 2010 - Present
jpmc 2010 - 2013
Eurohypo AG November 2006 - March 2008
praetorian FinancialGroup August 2006 - November 2006
aicpa 2001 - 2006
American Institute of Certified Public Accountants 2000 - 2006
aicpa 2000 - 2006
Skills
Unix, Databases, Solaris, Oracle RAC, Oracle, Cluster
Education
University of Mysore
MS, Computer Science
American Institute of Certified Public Accountants 1990 - Present
M.E.D. Communications (changed to C&M Advertising 1993) February 1986 - November 1990
Applied Data Research October 1984 - October 1986
Skills
Concept Development, Creative Strategy, Video Production, Copywriting, Leadership Development, Marketing Strategy, Online Advertising, Product Launch, Project Management, Art Direction, Interviewing Skills, Photojournalism, Documentary Photography, Post Production, Broadcast Television, Webcasting, Viral Video, Non-profits, Marketing Communications, Creative Direction, Public Relations, Newsletters, Photography, Marketing, Graphic Design, Storytelling, Producing, Web Design, Corporate Communications, Broadcast, Content Strategy, Email Marketing, Media Relations, Video, Multimedia, Strategic Planning, Social Media, Leadership, Budgets, Social Media Marketing
Education
Rutgers University-New Brunswick 1971 — 1975
English - Psychology
The Pennington School 1969 — 1971
High School Diploma
Ewing High School
Marylhurst University
BA, Communication - Social Services
Citi December 2014 - Present
RJ Media Public Relations & Communications LLC January 2010 - December 2014
Anchin, Block & Anchin LLP February 2008 - September 2009
Mobius Management Systems December 2006 - August 2007
American Institute of Certified Public Accountants January 2003 - June 2006
France Telecom September 1999 - September 2001
Skills
Corporate Communications, Integrated Marketing, Marketing Communications, Communications Strategy, Strategic Communications, Internal Communications, Event Planning, Event Management, Event Marketing, Email Marketing, Writing, Copywriting, Copy Editing, Newsletters, Press Releases, Media Relations, Social Networking, Social Media, Social Media Marketing, Promotions, Digital Marketing, Digital Media, Publicity, Blogging, Crisis Communications, Online Marketing, Direct Marketing, Brand Development, Content Strategy, New Media, Web Content, Content Development, Speech Writing
Education
Brooklyn Technical High School
Syracuse University - Martin J. Whitman School of Management
BS, Marketing Management
American Institute of Certified Public Accountants June 2015 - Present
AICPA February 2014 - Present
American Institute of Certified Public Accountants August 2006 - Present
Canon July 2004 - July 2006
Hewlett-Packard December 2001 - March 2004
Skills
IT Strategy, Vendor Management, SDLC, Outsourcing, Process Improvement, Project Management, Business Analysis, Integration, Program Management, Business Process..., IT Operations, IT Management, Management, Oracle, Disaster Recovery, Infrastructure, Business Intelligence, Requirements Analysis, ERP
Education
California State Polytechnic University-Pomona 1980 — 1983
Bachelor of Science (BS), Electronic Engineering Technology
Concordia University Chicago 1975 — 1977
BA, Education
Rockhurst University August 2015 - Present
Rockhurst University August 2011 - Present
VML April 2010 - August 2011
Hallmark Cards 2008 - 2010
Hallmark Cards April 2006 - May 2008
American Institute of Certified Public Accountants 2005 - 2006
Skills
Marketing, Social Media, Social Media Marketing, Advertising, Marketing Communications, Editing, Social Networking, Email Marketing
Education
New York University 2006 — 2008
M.S., Publishing
The University of Kansas 2001 — 2005
B.S., Journalism
Metropolitan Washington Airports Authority July 2014 - February 2015
International Union of Bricklayers October 2005 - June 2014
New Jersey Symphony Orchestra October 2003 - October 2005
The Juilliard School January 2001 - January 2003
American Institute of Certified Public Accountants July 1996 - December 2000
KPMG September 1990 - December 1993
Skills
Internal Controls, Accounting, Financial Reporting, GAAP, Financial Accounting, Budget, Expense Management, Variance Analysis, Financial Audits, Sales Tax, Financial Statements, Statutory Compliances, External Audit, Account Reconciliation, Investment Accounting, Payroll, Nonprofits, Auditing, Accounts Receivable, Budgets, Financial Analysis, Sarbanes-Oxley Act, PeopleSoft, Process Improvement, Analysis, Cash Flow Forecasting, Cash Flow, Financial Forecasting, Fixed Assets, Tax Preparation, Finance, Consolidation, General Ledger, Access, Microsoft Excel, Consolidated Financial..., Mergers & Acquisitions, Corporate Finance, Hyperion Enterprise, Sarbanes-Oxley, Tax, Project Accounting, Accruals, Bank Reconciliation, Big 4, Journal Entries, SEC filings, Cash Management, Accounts Payable, Cost Accounting
Education
Howard University 2011 — 2013
Executive MBA, Business Administration, Management and Operations
AT Emile Woolf School of Accounting 1996 — 1997
Chartered Accountant, Professional Accounting
University of Technology, Jamaica 1986 — 1990
News 12 Networks July 2015 - Present
NY1 News August 2013 - June 2015
American Institute of Certified Public Accountants 2011 - 2013
Fox News Channel 2008 - 2011
Fox News Channel 2006 - 2008
Fox News Channel 2002 - 2006
NBC News 2000 - 2001
Cablevision 1999 - 2000
Hofstra University 1995 - 1997
Skills
Final Cut Pro, Avid, Video Editing, Broadcast, Social Media, News Writing, Television, Producing, Journalism, Broadcast Television, Digital Media, Photoshop, Mentoring Of Staff, AP Style, Research, Editing, Field Producing, Photography, Non-linear Editing, Video Production, Broadcast Journalism, Video, Field Production
Education
Hofstra University 1995 — 2000
Television/ Video Production
Metzler Advisory Group LLC February 2014 - Present
American Institute of Certified Public Accountants 2003 - February 2014
ConvergenceCoaching LLC 1999 - 2003
Education
Canisius College 1969 — 1972
New York Housing Conference October 2012 - Present
CohnReznick LLP 1977 - Present
University of Maryland University College April 2011 - Present
New York State Association for Affordable Housing 2008 - Present
Stevenson University 2005 - Present
Reznick Group June 1977 - Present
The Center Club 2008 - Present
Reznick Group June 1977 - Present
American Institute of Certified Public Accountants September 2005 - September 2012
Maryland Chamber of Commerce 2003 - May 2012
Education
Georgetown University 1968 — 1972
BSBA, Accounting
Our Lady of Good Counsel High School 1964 — 1968
AICPA May 2013 - Present
American Institute of Certified Public Accountants June 2007 - Present
AICPA June 2007 - Present
100 Black Men of America 2008 - 2010
100 Black Men of America 2008 - 2010
Colonial Pipeline Company January 1999 - August 2006
Price Waterhouse 1995 - 1998
Skills
Financial Analysis
Education
North Carolina State University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Morehouse College 1990 — 1994
BA, Accounting
State of North Carolina
CPA
American Institute of Certified Public Accountants April 2014 - Present
WakeMed Health & Hospitals April 2007 - April 2014
High Point Regional Health System May 1995 - April 2007
Skills
Employee Relations, Healthcare, Hospitals, Healthcare Management, Human Resources, Diversity & Inclusion, Training & Development, Licensed Professional..., Master's Addictions..., National Certified..., Licensed Clinical..., Employee Training, Healthcare Information..., Management, Strategy, Grievances, Coaching, Performance Improvement, Leadership Development, Leadership, Community Outreach, Customer Service, Nonprofits, Program Management, Public Speaking, Strategic Planning, Team Building, Training
Education
North Carolina Agricultural and Technical State University 2007 — 2013
Doctor of Philosophy Degree (Ph.D.), Leadership Studies
North Carolina Agricultural and Technical State University 1992 — 1995
Master of Science (MS), Counseling
North Carolina Agricultural and Technical State University 1986 — 1991
Bachelor's degree, Public Relations
Southbury Group, Inc. January 2010 - 2011
Wipro Technologies October 2007 - February 2008
Pitney Bowes May 2001 - October 2007
Fort James Corp February 2000 - May 2001
Tiffany and Company April 1997 - February 2000
American Institute of Certified Public Accountants May 1995 - April 1997
Terumo Medical Corporation December 1992 - April 1995
Ascom Timeplex 1986 - 1992
Skills
IT Strategy, Vendor Management, Disaster Recovery, ITIL, Data Center, Outsourcing, SDLC, Change Management, IT Management, Enterprise Architecture, Program Management, Cloud Computing, Enterprise Software, Process Improvement, Integration
Education
University of Massachusetts Boston 1966 — 1970
BA (No Degree 93/120 credits), Mathematics
University of Massachusetts Boston 1966 — 1970
4 years 93 credits 1966-1970, Mathematics/ Data Processing (IT)
Somerville High School Somerville, MA
High School Diploma, College Course
Pyramid Consulting Inc June 2011 - Present
Subex Technologies November 2007 - October 2010
American Institute of Certified Public Accountants 1999 - 2007
Skills
Human Resources, Process Improvement, SDLC, Vendor Management, Project Management, Talent Management, Telecommunications, VoIP, Employee Benefits, Onboarding, SharePoint
Education
Seton Hall University
John F. Georger, Jr. CPA July 2008 - Present
American Institute of Certified Public Accountants August 2007 - Present
John F. Georger, Jr Certified Public Accountant January 1981 - Present
Pritchard Osborne, LLC February 2010 - February 2012
McGladrey November 2006 - July 2008
Grobstein, Horwath & Company LLP June 2005 - November 2006
PwC October 2004 - June 2005
Skills
Tax Preparation, GAAP, Tax Accounting, Corporate Tax, Auditing, Financial Accounting, Financial Reporting, Internal Controls, QuickBooks, Financial Statements, General Ledger, Account Reconciliation
Education
George Mason University 1970 — 1975
Bachelor of Science (B.S.), Accounting and Business/Management
University of Hartford
Cerner Corporation January 2014 - Present
Cerner Corporation July 2012 - January 2014
American Institute of Certified Public Accountants July 2010 - June 2012
Saturn Infotech, Inc. February 2010 - June 2010
Datamatics Global Services August 2005 - April 2006
Education
The University of Texas at Dallas 2007 — 2009
Master of Science
University of Mumbai 2002 — 2006
Bachelor of Engineering
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
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
RBS Securities June 2009 - September 2012
Bear Stearns 1987 - 2008
American Institute of Certified Public Accountant 1982 - 1987
Coopers & Lybrand 1979 - 1982
Mobil Oil 1978 - 1979
American Institute of Certified Public Accountants 1974 - 1978
Coopers & Lybrand 1969 - 1974
Skills
Accounting, Legislation, Banking, Capital Markets, Hedge Funds, Securities, Investment Banking, Equities, Prime Brokerage, Private Equity, Auditing, Legislative Relations, Financial Services, Mergers & Acquisitions
Education
Bloomsburg University of Pennsylvania 1965 — 1969
BS in Education, Business Education with a major in Accounting
Scranton Central High School 1961 — 1965
Benjamin Moore & Co. May 2002 - Present
DMR IT Consulting April 2000 - January 2002
American Institute of Certified Public Accountants November 1996 - March 2000
Skills
Marketing Strategy, Product Development, Cross-functional Team..., New Business Development, Competitive Analysis, Management, Strategy, Product Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Chemistry
Walsroder Packaging, LLC March 2009 - Present
Zurich Financial Services 2006 - May 2008
Zurich Financial Services 2001 - 2006
Zurich Financial Services 1998 - 2001
Zurich Financial Services 1987 - 1994
American Institute of Certified Public Accountants 1985 - 1987
Skills
Analysis, Business Process..., Leadership, Management, SAP, Project Management, Property & Casualty..., Reinsurance, Strategic planning, Budget Process
Education
University of Dayton 1979 — 1983
Bachelor of Science, Acounting
N H Klein and Co 2013 - Present
Fitness Companies 2002 - Present
NeuLexa 2012 - 2013
CCH, a Wolters Kluwer business February 2009 - September 2012
XCM Solutions, LLC 2008 - 2009
Thomson Reuters 2004 - 2008
Newport Travel & Social Club 2003 - 2004
American Institute of Certified Public Accountants 1995 - 2003
Skills
Account Management, Enterprise Software, Salesforce.com, Accounting, New Business Development, Solution Selling, SaaS, Integrated workflow..., Document Management, Taxation, Sales Process, Workflow, Tax, Integrated Marketing, B2B, Cold Calling, Cloud Computing, Sales Presentations, Web Presentations, ProSystem fx Tax, ProSystem fx Scan, Sales Operations, CRM, Selling, Business Development, Software Industry, Management, Lead Generation, Professional Services, Direct Sales, Strategic Partnerships, Contract Negotiation, Project Management, Product Development, Competitive Analysis, Consulting, Customer Retention, Strategy, Sales Management, Start-ups, Team Leadership, Pre-sales, Negotiation, Cross-functional Team..., Product Marketing, Process Improvement, Business Planning, Strategic Planning, Functional Training, Fitness/Strength...
Education
Pace University - Lubin School of Business
Master of Science (MS), Taxation
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Business Administration - Accounting
United Hospital Fund July 2002 - Present
Deutsche Bank 1981 - 2002
American Institute of Certified Public Accountants 1971 - 1980
Skills
Administrative..., Customer Service, Office Management, Outlook, Microsoft Office, Office Administration, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Calendaring, Travel Arrangements, Executive Support, Administrative...
Education
City University of New York-Hunter College
Nursing
ME&A March 2012 - Present
AICPA/CIMA February 2012 - Present
American Institute of Certified Public Accountants August 2008 - Present
Financial Executive Networking Group January 2005 - Present
GreenLine Systems August 2009 - June 2011
BearingPoint/Deloitte March 2008 - August 2009
Child Welfare League of America 2008 - 2008
Child Welfare League of America 2008 - 2008
Cornet Technology, Inc. November 2006 - June 2007
The Cutting Corporation July 2001 - September 2006
Skills
Financial Reporting, Accounting, Tax, Financial Management, Financial Analysis, Financial Planning, Cash Management, Budgeting, Internal Controls, Audit, GAAP, Process Improvement, Financial Modeling, Strategic Planning, Start-ups, Forecasting, Manufacturing, Quickbooks, Compliance, IFRS, Auditing, Business Valuation, Budgets, Tax Preparation, Mergers & Acquisitions, Finance, Strategic Financial..., Financial Accounting, Accounts Receivable, Corporate Tax, Managerial Finance, Business Strategy, Cash Flow Forecasting, Human Resources, Leadership, Revenue Recognition, Strategy, Management, Variance Analysis, Internal Audit, CPA, Payroll, Consolidation, Account Reconciliation, Income Statement, Acquisition Integration, External Audit, Treasury, Income Tax, Cost Accounting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
MBA, Strategic Planning & Finance
The Institute of Chartered Accountants of India 1980 — 1980
Chartered Accountant, Accounting and Auditing
IES
IES
IES
McGladrey July 2013 - Present
AICPA October 2012 - Present
McGladrey January 2012 - June 2013
McGladrey (formerly Caturano and Company) 2010 - January 2012
American Institute of Certified Public Accountants 2008 - October 2011
Caturano and Company 1978 - July 2010
Wolf & Company, P.C. 1973 - 1978
Skills
Financial Planning, Business Valuation, Tax, Corporate Tax, Accounting, Strategic Planning
Education
Bentley University
MST, Taxation
Bentley University 1970 — 1974
BSA, Accounting
American Institute of Certified Public Accountants October 2008 - Present
Cape Fear Trading Group December 2005 - August 2007
Nuvim Inc. January 2002 - June 2005
Unilever Bestfoods July 1975 - December 2001
Unilever 1975 - 2001
TJ Lipton 1975 - 2001
Unilever United States Inc. 1975 - 2001
Coopers & Lybrand January 1971 - October 1973
Skills
Internal Controls, Financial Reporting, Mergers, Cost Accounting, Forecasting, Auditing, Consolidation, Restructuring, Managerial Finance, Financial Analysis, Strategic Financial..., Business Planning, Budgets, Sarbanes-Oxley Act, Shared Services, Accounting, Strategic Planning, Hyperion Enterprise, Business Strategy, Financial Audits
Education
Pace University 1970 — 1973
MBA, Accounting
Rutgers, The State University of New Jersey-Newark 1962 — 1968
B.S., Business Management
Medicus Lifebrands January 1992 - Present
Freelance/Graphic 1990 - 2013
American Institute of Certified Public Accountants 2006 - 2012
Manning Selvage and Lee 2000 - 2005
Klemtner Advertising 1992 - 2000
DMB&B 1993 - 1999
Chapman Direct 1992 - 1999
ASTA Agency Management January 1989 - September 1989
ASTA Agency Management 1989 - 1989
ASTA Agency Management 1989 - 1989
Skills
Production, Publishing, Graphic Design, Social Media, Brand Development, Layout, Art Direction, Direct Mail, Packaging, Advertising, Creative Direction, Brochures, Typography, Graphics, Art
Education
High School of Music & Art
Graphic Design
Parsons School of Design
BA, Graphic Design
American Institute of Certified Public Accountants February 2010 - Present
Saturn Infotech, Inc. September 2009 - February 2010
Facebook 2008 - 2009
TCSL January 2006 - May 2008
National Panasonic 2003 - 2004
Skills
Oracle E-Business Suite, Oracle Applications, Oracle Enterprise..., Oracle Application..., Weblogic Administration, Oracle Internet..., OBIEE 10g/11g, SOA BPEL, OWB, Oracle Database..., Microsoft SQL Server, MySQL, Oracle HTTP Server, Oracle WebCache, Oracle, OBIEE, Oracle Warehouse Builder, Unix, Data Warehousing, SDLC, Software Project..., RMAN, Solution Architecture, SQL, Performance Tuning, Weblogic, Oracle Fusion Middleware, Oracle HR, PL/SQL, SOA, Oracle Discoverer, Oracle Reports, Data Migration, Data Modeling, Oracle RAC, Oracle SOA Suite, Database Design, XML Publisher, Oracle Application..., SQL Tuning, Business Intelligence, ERP, WebLogic
Education
Middlesex University, London, UK
M.S. Research, Computer Networks, Distinction
Hemchandracharya North Gujarat University
Master's, Computer Applications, Distinction (Gold Medalist) - Ranked First in Gujarat State
South Gujarat University
Bachelor's in, Electronics, Distinction
Grant Thornton December 1997 - January 2009
American Institute of Certified Public Accountants July 1987 - December 1997
Joseph A. Bentz, Jr., CPA August 1985 - June 1987
Anthony Industries, Inc. February 1984 - August 1985
Deloitte Haskins & Sells January 1980 - February 1984
Education
Fordham University School of Law 1987 — 1991
JD, Law
University of South Carolina-Columbia 1971 — 1979
MBA, MA, BS, Accounting/Business
E&S Marketing Company, Inc. September 2004 - March 2009
Camp Summit 1996 - 2004
The West Bank Creative 1994 - 1995
International Council of Shopping Centers 1990 - 1993
American Institute of Certified Public Accountants 1987 - 1990
InterContinental Hotels Group 1986 - 1987
Skills
Budgets, Management, Event Management
Education
University of Central Oklahoma 2009 — 2011
Nutrition, Dietetics and Food Management
University of Michigan - Stephen M. Ross School of Business
BBA, Marketing
Marianne Micco, CPA October 2010 - Present
The Old Cove Condominium of Naples, Inc. 2013 - 2014
JOHN A KNUTSON & CO, PLLP September 2006 - October 2010
American Institute of Certified Public Accountants 1990 - 1993
Baird, Kurtz & Dobson, CPAs 1986 - 1990
Skills
Estate and Trust..., Individual Taxation, IRS Representation, Tax Preparation, Tax Returns, Income Tax, Corporate Tax, Sales Tax, Bookkeeping, Partnership Taxation, QuickBooks, S Corporations, Payroll Taxes, Tax Accounting, Accounting, General Ledger, Tax Research, Journal Entries, CPA, Financial Accounting, Account Reconciliation
Education
Avila University 1977 — 1984
Bachelor of Arts, Accounting
University of Maryland College Park 1967 — 1969
Associates of Arts (A.A.), Accounting
California Mortgage Association January 2005 - Present
David Allen Duner, CPA January 1987 - Present
David Allen Duner Certified Public Accountants January 1987 - Present
California Society of CPAs/CalCPA Education Foundation January 1986 - Present
American Institute of Certified Public Accountants January 1981 - Present
California Society of Certified Public Accountants January 1981 - Present
California Society of Certified Public Accountants 2000 - 2003
Skills
Accounting, Tax, Audit, Auditing, Management Consulting, Forensic Accounting, Business Advisory, Tax Services, Tax Preparation, Financial Reporting, Income Tax, Litigation Support, IRS, Assurance, Real Estate, Preparation, Accountants, Audit Committee, Quickbooks, Financial Planning, Estate Planning, Budgeting, Internal Controls, Retail, High Net Worth..., Business Planning, Financial Management, Tax Compliance, Strategic Planning, Sales Tax, Tax Returns, Corporate Tax, GAAP, Financial Accounting, General Ledger, Cash Flow, Business Valuation, LLC, Small Business, Cash Management, Fixed Assets, Financial Analysis, Partnership Taxation, Accounts Receivable, Tax Accounting, Payroll, Small Business..., Accounts Payable, Federal Tax, Estate Tax Planning
Education
San Diego State University-California State University 1975 — 1979
Bachelor of Science (BS), Accounting
Independent: Independent ConsultantCadbury Adams2003 - 2006
Human Resources Consultants Connection 2003 - 2003
Jefferson Wells 2002 - 2003
Pfizer 2000 - 2001
Warner Lambert Company 1980 - 2000
GAF Corporation 1974 - 1980
Hurdman and Cranstoun 1973 - 1974
American Institute of Certified Public Accountants 1969 - 1972
Deloitte Haskins and Sells 1964 - 1969
Education
Fairleigh Dickinson University 1959 — 1964
Bachelor of Science (BS), Accounting
Fairleigh Dickinson University-College at Florham
MBA Accounting and Taxation
Fairleigh Dickinson University-College at Florham
15 Credits toward a Masters in Taxation
FINRA September 2007 - Present
NASD, Inc. 2005 - 2007
NASD, Inc. August 1997 - 2005
American Society of Civil Engineers April 1996 - August 1997
American Institute of Certified Public Accountants 1989 - 1996
Education
University of Maryland College Park
Compliance Advisory Services, LLC 2013 - Present
Grant Thornton LLP 2000 - 2013
American Institute of Certified Public Accountants 1998 - 2000
Skills
Compliance, Ethics, Regulatory Requirements, Financial Accounting, Internal Controls, Quality Assurance, Internal Audit, Business Process..., Auditing, Corporate Governance, Sarbanes-Oxley Act, Due Diligence, Risk Assessment, Accounting, Analysis, IT Audit, CPA, Tax, GAAP, Management, Forensic Accounting, SEC filings
Education
Williams College
BA, History
University of California, Los Angeles
Accounting Certificate Program
JR Financial Group, Inc. June 1997 - Present
Rattiner's Financial Planning Fast Track, Inc. January 1990 - Present
Various - Financial Planning Professional Journals and Magazines January 1990 - June 2005
Institute of Certified Financial Planners January 1995 - May 1997
Certified Financial Planner Board of Standards May 1992 - January 1995
American Institute of Certified Public Accountants September 1989 - May 1992
Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Insurance, Personal Income Tax..., Investments, College Teaching, Technical Writing, Consumer Education, Income Tax, College Education..., Lecturing, Teacher Training, Financial Advisory, Certified Financial..., Personal Financial..., Financial Services, Investment Advisory, Financial Planners, Personal Finance, Investment Management, Asset Allocation, IRAs, Investment Strategies, Series 7, Mutual Funds, Finance, Wealth, CPA, Wealth Management..., Tax Preparation, High Net Worth..., Series 63, Securities, FINRA, Life Insurance, Series 6, Series 24, Disability Insurance, Alternative Investments, ETFs, Long-term Care, Asset Management, Portfolio Management, Term Life Insurance, Financial Planning
Education
Hofstra University 1981 — 1983
Master of Business Administration (MBA), Certified Public Accountancy
Bernard Baruch College of the City University of New York 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing Management
CIS by Deloitte July 2015 - Present
Compliance Implementation Services (CIS) June 2013 - July 2015
PricewaterhouseCoopers LLP September 2011 - May 2013
Booth and Associates, Inc January 2010 - May 2010
American Institute of Certified Public Accountants June 2009 - August 2009
Skills
Accounting, Financial Accounting, Auditing, Accounts Receivable, Cash Management, Pharmaceutical Industry, Consulting, Tableau, Drafting Policies, Procedure Development, GAAP, Internal Controls, CPA, Microsoft Office, Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel, US GAAP, Financial Reporting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Masters of Accounting
Meredith College 2006 — 2010
Bachelors of Science, Business Administration
East Rowan HS
American Institute of Certified Public Accountants January 2007 - February 2012
Weaver November 2005 - July 2006
Rural/Metro Corporation November 2004 - September 2005
America West Airlines May 1999 - April 2003
The Hillhaven Corporation 1988 - 1996
Westin Hotels & Resorts 1980 - 1985
Skills
Sarbanes-Oxley Act, Financial Reporting, Process Improvement, SEC filings, Tax, Auditing, Accounting, Budgets, Financial Analysis, Tax Accounting, GAAP, General Ledger, Strategic Planning, Access, Risk Management, Sarbanes-Oxley
Education
College for Financial Planning 1998 — 1999
Financial Planning and Services
Golden Gate University 1976 — 1979
Taxation
University of California, Berkeley 1968 — 1972
B.S., Business, Accounting
Green Pelican Editorial Services 2000 - Present
Princeton University Press 1996 - 1999
Editorial Services 1988 - 1996
Bloomberg 1990 - 1993
American Society of Mechanical Engineers 1986 - 1988
Business International Corporation 1984 - 1985
American Institute of Certified Public Accountants 1980 - 1984
Skills
Copy Editing, Publishing, Editing, Books, Publications, Proofreading, Editorial, Content Management, Production, Magazines, Academic Publishing, Technical Editing
Education
Cornell University 1976 — 1980
BS, Communications
Cornell University 1976 — 1980
BS, Communication Arts
Saint Saviour HS
TBM Consulting Group September 2013 - Present
American Institute of Certified Public Accountants April 2013 - June 2013
ESUCP September 2012 - March 2013
RBC Bank August 2011 - March 2012
RBC Bank November 2010 - August 2011
RBC BANK February 2009 - November 2010
RBC Bank June 2004 - February 2009
RBC Bank April 2003 - May 2004
Skills
Financial Analysis, Financial Statement..., Cost Of Capital, Financial Risk, Basel II, Risk Modeling, LGD, Credit Analysis, Cash Flow Lending, Project Management, Revenue Forecasting, P&L Forecasting, Management, Project Plans, Metrics, Budgets, Cash Flow Forecasting, Cash Reporting, Operating Expenses, Financial Metrics, Free Cash Flow, GAAP, FASB, Loans, Small Business Lending, C&I, Baker Hill, OREO, Charge Offs, Loan Portfolio Analysis, Portfolio Risk, Risk Budgeting, Quantitative Investment..., Portfolio Optimization, Credit Risk, Portfolio Management, Banking, Credit, Risk Management, Underwriting, Commercial Banking, Financial Modeling, Retail Banking, Cash Flow, Financial Reporting, Finance, Commercial Lending, Process Improvement, Financial Forecasting, Project Finance
Education
Pfeiffer University 2003 — 2005
MBA, Master's of Business Administration, Graduate School
North Carolina State University 2000 — 2003
Business Administration, Finance, Bachelor or Science
North Carolina Central University 1999 — 2000
Cary Sr High School 1997 — 1999
High School Diploma
grade school
JPMorgan Chase November 2011 - Present
New York Methodist Hospital 2011 - 2014
New York City Employees Retirement System (NYCERS) June 2010 - 2010
Verified Identity Pass, Inc. 2008 - 2009
American Institute of Certified Public Accountants May 1981 - July 2007
Skills
Customer Service, Management, Microsoft Office, Team Building, Budgets, Strategic Planning, Microsoft Excel, PowerPoint, Program Management, Operations Management, Project Management, Employee Relations, Troubleshooting, Access, Recruiting, Social Media, Negotiation, Coaching, Staff Management, Microsoft Word, Teamwork, Call Centers, Human Resources, Training
Education
The City College of New York
Bachelor of Arts (B.A.), Pre-Law & Political Science
Baruch College
Master of Arts (M.A.), Public Administration
Kennedy Communications November 2009 - Present
The International Federation of Accountants (IFAC) January 2002 - October 2009
Kennedy Communications 1993 - 2008
American Institute of Certified Public Accountants 1981 - 1992
Education
Fairfield University
BA, English
Unvversity of Maryland
MA, English
Office of the Comptroller of The City of New York January 2014 - Present
American Institute of Certified Public Accountants October 2012 - Present
New York City Office of Management and Budget September 1995 - December 2013
City of New York 1995 - 2012
NYSSCPA 2009 - 2011
New York City Council August 1993 - September 1995
Coopers & Lybrand September 1989 - August 1991
Skills
Government Accounting, Auditing, Financial Reporting, Forensic Accounting, CPA, Accounting, Internal Controls, GAAP, Performance Auditing, Financial Analysis, Financial Accounting, Managerial Finance, Government, Nonprofits, Analysis, Cost Accounting, Policy, Budgets, Corporate Tax, Financial Statements, Finance
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
MPA, Public Finance
State University of New York at Binghamton 1986 — 1989
BS-Management, Accounting
College Board September 2005 - January 2015
American Institute of Certified Public Accountants September 1999 - April 2005
Educational Testing Service (ETS) July 1981 - August 1999
Skills
Psychometrics, Educational Assessment, Educational Research, Research Design, Educational Measurement, Statistics, Education Policy, Higher Education, Assessment Development, Item Response Theory, Quantitative Research, Factor Analysis, Statistical Modeling, Educational Technology, Data Analysis, Teaching, Program Management, Research, Staff Development
Education
University of Iowa 1974 — 1978
PhD, Educational Psychology - Measurement and Statistics
Illinois State University 1970 — 1971
Master of Science (MS), Experimental Psychology
Illinois State University 1966 — 1970
Bachelor of Science (BS), Mathematics
JPMorgan Chase March 2014 - Present
JPMorgan Chase August 2011 - March 2014
Chateau Publishing November 2010 - February 2011
American Institute of Certified Public Accountants June 2010 - October 2010
North Carolina State University August 2008 - May 2010
Lutheran Social Services of Central Ohio January 2007 - March 2007
Education
North Carolina State University 2008 — 2010
Masters, English with a concentration in Media Studies
Otterbein University 2003 — 2007
B.A., English
Universal Biotech Distributors Inc. June 2006 - Present
American Institute of Certified Public Accountants October 1986 - September 2006
Skills
Marketing, Water Treatment, Marketing Strategy, Competitive Analysis, Strategic Partnerships, Product Development, Internal Controls, Microsoft Office, Management, Budgets, Accounting, Mergers & Acquisitions, Business Strategy, Start-ups, Strategy, Business Planning
Education
Borough of Manhattan Community College 1981 — 1983
AAS, Business
Pace University - Lubin School of Business
BS, Accounting and Finance
Law Office of Stephen J. Rojas August 1998 - Present
American Institute of Certified Public Accountants November 1992 - July 1998
KPMG January 1990 - October 1992
KPMG September 1988 - December 1989
KPMG October 1984 - September 1988
Skills
Estate Planning, Probate, Estate Administration, Wills, Trusts, Business Formation, Tax, Tax Law, Real Estate Transactions, Trademark Prosecution, Contract Negotiation, Corporate Law, Legal Advice, Trademarks, Income Tax, Marketing, Strategic Planning, Entrepreneurship, Finance, Management, Marketing Strategy
Education
Loyola University New Orleans School of Law 1981 — 1984
JD
Loyola University New Orleans
MBA
Cambium Learning Group September 2013 - Present
Grant Thornton LLP March 2012 - June 2013
American Institute of Certified Public Accountants May 2007 - December 2011
Range Resources Corporation September 2005 - March 2007
Magnum Hunter Resources February 2001 - September 2005
Skills
Management, US GAAP, General Ledger, Financial Analysis, Leadership, Financial Audits, Corporate Tax, Tax Research, Human Resources, GAAP, Accounting, Tax, Tax Accounting, Big 4, Budgets, CPA, Partnership Taxation, Income Tax, US Tax, SEC filings, Tax Advisory, FIN 48, Sarbanes-Oxley Act, International Tax, State Tax, Tax Preparation, GoSystems, Property Tax, Use Tax, Sales Tax, Sales & Use Tax, SEC Filings
Education
The University of Texas at Arlington
BBA, Accounting
University of North Texas
MS, Taxation
Interactive Data Consulting November 2009 - Present
Bowne & Company, Inc. June 2009 - November 2009
American Institute of Certified Public Accountants July 2003 - April 2009
Consultant January 2003 - June 2003
The Cleveland Foodbank, Inc. 1999 - 2002
The Carborundum Company (subsidiary of BP p.l.c.) 1996 - 1998
The Carborundum Company 1987 - 1995
The Cessna Aircraft Company 1984 - 1986
The Warner & Swasey Company 1983 - 1984
The Warner & Swasey Company 1981 - 1983
Skills
Tax, Financial Analysis, Accounting, Mergers & Acquisitions, Forecasting, Finance, Analysis, Corporate Finance, US GAAP, Due Diligence, Consolidation, Financial Reporting, SEC Filings, Management Consulting
Education
Baldwin-Wallace College 1973 — 1977
Bachelor of Arts (B.A.), Business Administration
Major League Baseball Advanced Media April 2011 - Present
Major League Baseball Advanced Media March 2007 - April 2011
American Institute of Certified Public Accountants April 2006 - March 2007
New York State Assemblyman Steven Sanders June 2005 - December 2005
Carlos Manzano for Manhattan Borough President July 2005 - September 2005
Carlos Manzano for Manhattan Borough President March 2005 - June 2005
Jack Lester for City Council February 2005 - May 2005
U.S. Representative Alcee L. Hastings September 2003 - June 2004
Gramercy Books Service July 2003 - September 2003
Amnesty International June 2003 - September 2003
Skills
Social Media, Customer Service, Editing, Writing, Speech Writing, Crisis Communications, Strategic Positioning, Community Outreach, Issues Management, Quality Assurance, Sports Marketing, Sports Writing, Political Communication, Political Science
Education
The George Washington University 2000 — 2004
Bachelor of Arts, Politcal Science, with a minor in Journalism
Bronx High School of Science 1996 — 2000