Andersen, LLP
Industry: Accounting company
DescriptionArthur Andersen LLP, based in Chicago, was an American holding company. Formerly one of the "Big Five" accounting firms, the firm had provided auditing, tax, and consulting services to large corporations. By 2001, it had become one of the world's largest multinational companies. Ceased operations: August 2002 Revenue: 9.3 billion USD (in 2002) Number of employees: 85,000 Headquarters: St. Charles, IL Founded: 1913 Founders: Arthur E. Andersen, Clarence DeLany
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Andersen, LLP Employees
Accelaway Inc. 2001 - Present
Thompson Creek Metals Company 2011 - 2013
Brulant 1999 - 2001
Andersen LLP 1995 - 1999
EDS 1990 - 1995
Skills
Technology Architecture, IT Operations Management, Information Technology..., ERP, Project Management, Vendor Management, IT Strategy, Strategic Planning, Disaster Recovery, Change Management, Business Analysis, Process Improvement, Business Process..., Cloud Computing, Cloud Consulting, Enterprise Architecture, Start-ups, IT Management, Business Transformation, Business Intelligence, Information Technology, Financial Analysis, Financial Modeling, Strategic Financial..., Strategy, Leadership, Program Management, Business Process, Management, CRM, Business Development, Project Planning, Security, Data Center
Education
University of Florida 1985 — 1990
Bachelors of Science
West Health August 2013 - Present
West Health February 2013 - August 2013
Deloitte LLP 2006 - 2012
Dewey Ballantine, LLP 2002 - 2006
Andersen, LLP 1999 - 2002
Andersen, LLP 1997 - 1999
Andersen, LLP 1990 - 1997
Andersen, LLP 1983 - 1990
Andersen, LLP 1978 - 1983
Skills
Talent Management, Performance Management, Employee Relations, Talent Acquisition, Onboarding, Mergers, HRIS, Workforce Planning, Employee Benefits, Benefits Administration, Recruiting, Organizational..., Restructuring, HR Policies, Employee Engagement, Change Management, HR Consulting, Succession Planning, Organizational Design, Employment Law, Leadership Development, Due Diligence, Executive Coaching, Acquisition Integration, Performance Improvement, Strategic Planning, Coaching, Process Improvement, Career Counseling, Shared Services, Acquisitions, Organizational..., Divestitures, Operations Management, Strategic HR, HR Project Management, Influence Others, Building Relationships, Team Management, Business Strategy, Talent Development, Human Resources, Personnel Management, Strategy, Leadership, HR Transformation, Management, Executive Pay, Mergers & Acquisitions
Education
Fairfield University
BS, Accounting
Forsythe Technology January 2014 - Present
Forsythe Technology February 2013 - December 2013
Crowe Horwath LLP 2002 - 2012
Andersen LLP 2000 - 2002
Andersen LLP 1993 - 2000
Andersen LLP 1988 - 1998
Skills
Human Resources, Mergers, Talent Acquisition, Employee Relations, Business Strategy, Decision Making, Team Building, Problem Solving, Change Management, Process Improvement, Organizational..., Real Estate, Strategic Planning, Coaching, Leadership Development, Employee Engagement, Acquisition Integration, Talent Management, Performance Management, Due Diligence, Budgeting, Succession Planning, Financial Analysis, Mentoring, Planning, Operations Management, Executive Coaching, Resource Management, Team Leadership, Operational Execution, Strategy Execution, Budgets, Project Planning, Business Process..., Vendor Management, Strategy, Project Management, Business Process, Recruiting, Onboarding, Personnel Management, Cross-functional Team..., Training, Program Management, Mergers
Education
DePaul University 1989 — 1993
Bachelor of Science (B.S.), Commerce, Finance and Real Estate
Stay at Home March 2014 - Present
Southern Company April 2002 - March 2014
Andersen LLP April 2001 - April 2002
EY September 2000 - March 2001
EY May 1999 - August 1999
Skills
Internal Controls, CPA, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley, SEC filings, Financial Accounting
Education
Florida State University 1996 — 2000
Accounting
Mariner Wealth Advisors January 2014 - Present
Bessemer Trust February 2004 - January 2014
WTAS July 2002 - February 2004
Andersen LLP October 2000 - July 2002
Skills
High Net Worth..., Income Tax, Tax Advisory, Tax Returns
Education
Seton Hall University 2004 — 2006
Master of Science (M.S.), Taxation
Marist College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Arthur J. Gallagher & Co. February 2011 - Present
Columbia University - Fu Foundation School of Engineering and Applied Science May 2007 - Present
James F. Reda & Associates January 2004 - February 2011
Buck Consultants, Inc. October 2000 - January 2004
Andersen LLP March 1999 - September 2000
U.S. Coast Guard July 1978 - July 2000
Hewitt Associates August 1997 - March 1999
Buck Consultants, Inc. June 1996 - July 1997
The Bachelder Group July 1987 - June 1996
Deloitte 1987 - 1988
Skills
Financial Analysis, Writing Skills, Business Strategy, Mergers, Management Consulting, Strategy Development, Organizational Change, Due Diligence, Change Management, Strategy, Deferred Compensation, Executive Pay, Incentive Programs, Executive Compensation..., Analysis, Organizational Design, Acquisition Integration, Negotiation, Executive Management, Business Planning, Entrepreneurship, Start-ups, Financial Modeling, Corporate Governance, Mergers & Acquisitions, Finance, Corporate Finance, Corporate Development, Leadership Development, Organizational..., Succession Planning, Leadership, Market Research, Valuation, Benchmarking, Management, Business Transformation, Consulting, Private Equity, Strategic Consulting, M&A experience, Restructuring, Program Management, Financial Services, Performance Improvement, Business Process..., Operations Management, Executive Coaching, Strategic Partnerships, Governance
Education
Sloan School of Management, MIT 1981 — 1983
SM, Accounting, Finance, MIS, 4.6
Columbia University in the City of New York 1978 — 1981
BS, Industrial Engineering, 3.60
Brooklyn Technical High School 1967 — 1970
HS Diploma, Electronics, 86.0
General Motors February 2015 - Present
DTE Energy January 2009 - February 2015
Delphi Corporation 2003 - 2009
PricewaterhouseCoopers 2002 - 2003
Andersen LLP 2000 - 2002
Skills
Tax Accounting, Corporate Tax, Tax, Accounting, Tax Research, Continuous Improvement, Budget Setting, Cash Tax Forecasting, State Tax, Variance Analysis, CPA, Hyperion Enterprise, Tax Returns, Tax Preparation, Income Tax
Education
Wayne State University 2000 — 2002
Master of Science, Taxation
South Carolina State University 1996 — 2000
B.S., Accounting
Caribbean Financial Group July 2008 - Present
Caribbean Financial Group April 2008 - July 2008
Zaragoza & Alvardo LLP June 2002 - April 2008
Andersen LLP February 2001 - June 2002
Kevane Grant Thornton 2000 - 2000
Skills
International Tax, Corporate Tax, FIN 48, Impuestos, Informes financieros, Contabilidad, Análisis financiero, Contabilidad financiera, Control interno, Impuesto sobre la renta, Auditorías, Principios de..., Contabilidad tributaria
Education
University of Puerto Rico 1995 — 2000
BBA, Accounting
Gibson, Dunn & Crutcher LLP January 2013 - Present
Gibson, Dunn & Crutcher LLP January 2009 - December 2012
Gibson, Dunn & Crutcher LLP May 2004 - January 2009
Bank One September 2002 - May 2004
Andersen LLP April 1999 - August 2002
Inner Net, Inc. September 1998 - April 1999
Skills
ITIL, Leadership, Strategic Planning, Management, Telecommunications, Recruiting, Security, Document Management, Enterprise Software, Disaster Recovery, Project Management, Technical Support, Active Directory, Troubleshooting, Integration, Software Documentation, Networking, Vendor Management, Software Development, Training, Analysis, SharePoint, Information Technology, IT Strategy, Data Center, Team Leadership
Education
University of Houston-Clear Lake 1995 — 1999
Bachelor, Business Administration
Analog Devices April 2004 - Present
Cynosure, Inc. 2006 - 2006
Pindar Systems August 2003 - March 2004
Authoria January 2001 - May 2003
Andersen LLP September 1998 - January 2001
Skills
Enterprise Software, Forecasting, Financial Analysis, Strategy, Revenue Recognition, Project Management, Financial Reporting, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, Process Improvement, Mergers & Acquisitions, US GAAP, Financial Modeling, Business Strategy, Analysis, Due Diligence, Strategic Financial..., Cost Accounting, Finance, Consolidation, SAP, Hyperion Enterprise
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Chicago - Booth School of Business
Certificate, Mergers & Acquisitions
Harvard Business School
Certificate, Strategic Financial Analysis for Business Evaluation
Bentley University 1994 — 1998
BS, Accountancy
Royal Melbourne Institute of Technology
Business Management
Holwick Constructors, Inc. August 2007 - Present
Huron Consulting Group 2002 - 2007
Andersen, LLP 2001 - 2002
Skills
Project Management, Contract Negotiation, Construction, Construction Management, Budgets, Management, Contractors, Microsoft Excel
Education
Northern Illinois University 2001 — 2002
Master of Arts (MA), Accounting
University of Iowa 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
BARBEE TAX CONSULTING, LLC 2013 - Present
Crowe Horwath LLP 2011 - June 2013
USG CORPORATION 2007 - 2011
PRICEWATERHOUSECOOPERS LLP 2003 - 2007
ANDERSEN LLP 1999 - 2001
Skills
Tax, Tax Accounting, Income Tax, Sarbanes-Oxley Act, Accounting, State Tax, Tax Preparation, Tax Research, Tax Returns, Tax Advisory, Forecasting, SEC filings, Corporate Tax, GAAP, US GAAP, US Tax, CPA, Management
Education
CERTIFIED PUBLIC ACCOUNTANT - IL
University of Illinois at Urbana-Champaign
M.S, Taxation
University of Illinois at Urbana-Champaign
B.S, Accountancy
Ernst and Young LLP May 2002 - Present
Andersen LLP November 2000 - May 2002
Automated Graphic Systems January 2000 - November 2000
Sir Speedy January 1999 - December 1999
All Ways Graphics LLP (formerly AlphaGraphics #341) September 1994 - January 1999
Kemp Mill Music November 1991 - August 1994
Loews Cineplex Entertainment - Waldorf South 5-9 June 1989 - November 1991
Skills
Customer Service, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Office, Microsoft Word, Analysis, Project Management, Management, Process Improvement, Change Management, Program Management, Time Management, Financial Analysis
Education
University of Maryland College Park 1991 — 1993
BA, Radio Televsion Film
College of Southern Maryland 1989 — 1991
AA, General Studies
Adecco Group NA February 2013 - Present
Adecco Group January 2010 - January 2013
Adecco Group June 2002 - December 2009
Andersen LLP September 2000 - June 2002
Kelly Services 1994 - 2000
Skills
Applicant Tracking..., Recruiting, Temporary Staffing, Talent Acquisition, Human Resources, Staffing Services, Talent Management, Process Improvement, Employee Engagement, Employee Relations, Technical Recruiting, Temporary Placement, College Recruiting, Onboarding, Internet Recruiting
Education
Bryant University 1988 — 1992
BSBA, Management
Novelis September 2015 - Present
Novelis March 2010 - September 2015
Sole Proprietorship February 2007 - March 2010
BearingPoint July 2002 - February 2007
Andersen LLP January 2001 - June 2002
Microsoft May 1998 - August 1998
Skills
User Interface Design, Information Architecture, User Experience, Process Improvement, Strategic Planning, Print, Digital Video, SharePoint, Branding & Identity, Standards Compliance, User Interface, User Experience Design, E-commerce, Usability, Corporate Branding, Product Development, Creative Direction, Web Design, Brand Management, Brand Development
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Graphic Design
Deloitte 2010 - Present
NPD Group and Contractor 2006 - 2010
Margolin, Winer and Evens, LLP March 2002 - January 2006
Andersen LLP 1990 - March 2002
Skills
Talent Acquisition, Onboarding, Talent Management, College Recruiting, Applicant Tracking..., Performance Management, Human Resources, Deferred Compensation, Strategy, Employee Relations, Recruiting, Consulting, Management, Employee Benefits, Management Consulting
Education
SUNY Stony Brook
Saint John's University
BS, Business
Jewell Events Catering June 2012 - Present
Arpac, Inc October 2007 - October 2007
Windows and Doors, Inc March 2007 - May 2007
Deloitte Tax LLP May 2002 - September 2006
Andersen LLP November 1999 - May 2002
Smurfit-Stone Container Corp. July 1996 - July 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, CERTIFICATION, ServSafe Sanitation..., Food Service, Training, Customer Service, Food, Sanitation
Education
Colorado Technical University
Bachelor of Science, Business Administration - Finance
Private Practice October 2013 - Present
PricewaterhouseCoopers November 2001 - September 2013
Andersen LLP June 1994 - November 2001
Skills
Private Equity, Capital Markets, Asset Managment, Banking, Mergers, Financial Reporting, IPO, Finance, US GAAP, IFRS, Auditing, Financial Statements, Internal Controls, Financial Analysis, Due Diligence, Valuation, SEC filings, Risk Management, Project Management, Mergers & Acquisitions
Education
Drake University
BSBA, Accounting and Corporate Finance
Andersen Tax July 2002 - Present
Arthur Andersen 1988 - 2002
Andersen LLP 1988 - 2002
Skills
Management Consulting, Management, Project Management, Strategic Planning, Information Technology, Business Development, Business Analysis
Education
Caldwell University 1998 — 2005
BA, Business
Sisters of Mercy of the Americas, West Midwest Community April 2014 - Present
Sisters of Mercy of the Americas, West MidWest Community November 2012 - March 2014
Deloitte & Touche, LLP June 2007 - November 2012
IBM September 2004 - June 2007
Houston's Restaurants June 2002 - September 2004
Andersen, LLP 2001 - 2002
Skills
Enterprise Risk..., SOX, IT Audit, Internal Audit, Training Program..., Program Facilitation, SAP
Education
Creighton University 1997 — 2001
BSBA, Accounting and International Business
Daniel J. Gross Catholic High School 1993 — 1997
Deloitte 2006 - Present
MDS 2002 - 2005
Deloitte & Touche Corporate Finance 1997 - 2000
Andersen LLP 1995 - 1997
Skills
Valuation, Fairness Opinions, Fair Value, Intellectual Property..., Litigation Consulting, Damages, Acquisitions, Divestitures, Tax Dispute Resolution, Impairment Testing, Corporate Tax Planning, Restructuring
Education
INSEAD
MBA, General Management
Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM)
International Business Exchange
Massachusetts Institute of Technology - Sloan School of Management
Management Program in Corporate Strategy
Queen's University
Bachelor of Commerce, Marketing, Finance, International Business
University of California, Berkeley
Bioscience Essentials for Industry Professionals
University of Pennsylvania - The Wharton School (CA)
MBA Studies; INSEAD - Wharton Global Alliance
Matrix Fiduciary Services November 2010 - Present
Intellimed Surgical Solutions 2003 - 2011
WTAS LLC 2002 - 2004
Andersen, LLP 1996 - 2002
Arthur Andersen 1979 - 2002
Skills
Tax Research, Tax, Estate Tax Planning, Tax Accounting, Corporate Tax, International Tax, Trusts, Tax Law, Estate Administration, Income Tax, Partnership Taxation, Tax Advisory, CPA, Financial Planners, Strategic Financial..., High Net Worth..., Business Valuation, SEC filings, Tax Preparation, S Corporations, Property Tax, Forensic Accounting, Estate Planning
Education
Seton Hall University 1985 — 1986
Master of Science Taxation; Bachelor of Arts; Bachelor of Fine Arts Musical, Business Administration Accounting; Theater
Seton Hall University 1983 — 1985
MS Taxation, Taxation
San Francisco State University, College of Business 1977 — 1979
BA, Accounting
Alliant International University-San Diego Scripps Ranch 1970 — 1974
BFA, Musical Theater
Rosary High School 1965 — 1970
SETHI-WADHWA LAW, PLLC January 2011 - Present
AHLUWALIA LAW OFFICES, P.C. April 2006 - December 2010
REINA & ASSOCIATES, P.C March 2005 - April 2006
UNIVERSITY OF HOUSTON MEDIATION CLINIC August 2004 - December 2004
HOUSTON IMMIGRATION COURT January 2004 - May 2004
5TH DISTRICT OF NM, EDDY COUNTY COURTHOUSE, May 2003 - August 2003
ANDERSEN, LLP August 2000 - May 2002
Education
University of Houston Law School (Juris Doctorate) 2002 — 2005
J.D., Law
University of Houston: AA White Dispute Resolution Center (Certified Mediator) 2004 — 2004
Certified Mediator: AA White Dispute Resolution Center
The University of New Mexico 1996 — 2000
B.A., Economics & Asian Studies
NOVA Chemicals February 2007 - Present
NOVA Chemicals February 2007 - Present
Del Monte Foods November 2005 - February 2007
Computer Sciences Corporation June 2003 - November 2005
BearingPoint (Formerly KPMG Consulting) July 2002 - May 2003
Andersen LLP July 2000 - June 2002
Skills
SAP, Hyperion Enterprise, Forecasting, Sarbanes-Oxley Act, Consolidation, Essbase, Cognos, Financial Reporting, Budgets, Project Planning, Access, SAP ERP, System Administration, Business Intelligence, Cross-functional Team..., SAP BPC
Education
Walden University 2011 — 2017
Doctor of Business Administration, Leadership
Point Park University 2005 — 2006
Master of Business Administration (MBA), Management
Duquesne University 1996 — 2000
BSBA, Information Technology
Dorothy McLin, CPA 2009 - Present
MGO Mensch & Associates January 2011 - May 2014
BDO Seidman, LLP 2008 - 2009
CBIZ 2001 - 2007
Andersen, LLP 1999 - 2001
Skills
Accounting, Tax, CPA, Income Tax, Small Business, Tax Preparation, Tax Advisory, Mergers & Acquisitions, Corporate Tax, Business Tax Planning, Tax Research, Partnership Taxation, LLC, International Tax, Financial Planners, Tax Accounting, GAAP, General Ledger, Tax Law, Estate Planning, QuickBooks, SEC filings, SEC Filings, Financial Planning
Education
San Diego State University-California State University
Masters of Science in Taxation, San Diego State University, Accounting-Taxation
San Diego State University-California State University
Bachelor of Arts, Mathematics
SXC Health Solutions September 2005 - October 2009
SXC Health Solutions April 2003 - September 2005
Insight September 2002 - February 2003
Andersen, LLP February 2000 - April 2002
Weber-Stephen Products Co. February 1998 - January 2000
Elmhurst Memorial Healthcare May 1993 - February 1998
Skills
Software Documentation, Active Directory, Networking, Troubleshooting, XP, DNS, DHCP, Citrix, Software Installation, Windows Server, Blackberry Enterprise..., Integration, Microsoft Office, Leadership, Microsoft SQL Server, Management, Disaster Recovery, Quality Assurance, Microsoft Certified..., Network Administration, Technical Support, A+, VPN, Access, Switches, Program Management, SDLC, SQL, Microsoft Exchange, Process Improvement, Windows 7, Servers, Visio, Windows XP
Education
Robert Morris University - Illinois 1996 — 1998
Associate in Applied Science Degree, Computer Network Specialist
Robert Morris University - Illinois
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Hitachi Consulting November 2009 - Present
Hitachi Consulting Corporation December 2005 - October 2009
International Surface Preparation Corp January 2003 - March 2005
EVP November 1999 - December 2003
Andersen LLP September 1992 - October 1999
Andersen Consulting (Accenture) 1989 - 1991
Education
Purdue University 1971 — 1975
BS
ViSalus, Inc. April 2015 - Present
AAA Life Insurance Company October 2009 - April 2015
BDO Seidman, LLP July 2007 - August 2009
Deloitte May 2002 - June 2007
Andersen LLP January 1992 - May 2002
DaimlerChrysler January 2000 - July 2001
Andersen LLP 1991 - 2001
Cendrowski Selecky & Reinhart January 1994 - December 1994
Skills
Tax Accounting, Accounting, CPA, Tax, Tax Research, Tax Returns, Credit and Incentives, FAS 109, ASC 740, Tax Compliance, Sales and Use Taxes, State Income and..., 1099 Reporting, Life Insurance Taxation, Life Insurance Premium..., Corporate Tax, Income Tax, Financial Reporting, Internal Controls, Management, SEC Filings, Auditing, Tax Advisory, US GAAP, Financial Analysis
Education
Michigan State University 1987 — 1991
BA
Walsh College 1995 — 1998
MST
Adams High School
High School Graduate
State of Georgia July 2012 - Present
State of Georgia February 2009 - June 2012
Ernst & Young April 2002 - February 2009
Andersen LLP September 2000 - April 2002
Ernst & Young September 1998 - September 2000
Skills
Sarbanes-Oxley Act, SAS70, Internal Audit, ERP, Information Technology, Data Analytics, IT Audit, Internal Controls, Auditing, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Business Process..., GAAP, Accounting, Business Process..., Management, Business Process, Process Improvement
Education
Florida State University 1987 — 1993
BS, Accounting and Finance
Tiffany & Co. September 2013 - Present
Time Warner Inc. May 2010 - September 2013
Bristol-Myers Squibb Greece November 2007 - May 2010
Bristol-Myers Squibb, Princeton, New Jersey May 2005 - November 2007
Bristol-Myers Squibb August 2002 - May 2005
Andersen LLP September 1995 - July 2002
Skills
Business Transformation, Leadership, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Risk Management, Forecasting, Managerial Finance, Internal Audit, US GAAP, Financial Reporting, Auditing, Business Process..., Finance, Enterprise Risk..., Financial Audits, Corporate Finance, Accounting, Restructuring, Business Planning, Financial Modeling, Sarbanes-Oxley, Analysis, Strategic Financial...
Education
Columbia Business School 2000 — 2002
MBA, Management and Finance
University of East Anglia 1990 — 1994
BA (Hons), American and English Literature
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill
Vision Financial Search LLC November 2004 - Present
Diageo North America September 2002 - October 2004
Andersen LLP May 2001 - August 2002
Skills
Auditing, US GAAP, Financial Analysis, SEC filings, General Ledger, Hyperion Enterprise, Variance Analysis, Consolidation, Forecasting, Tax, CPA, Financial Modeling
Education
The University of Connecticut School of Business 1997 — 2002
Masters of Science, Accounting
BDO Puerto Rico, P.S.C. 2015 - Present
KPMG US January 2014 - February 2015
Valdes, Garcia, Marin & Martinez, LLP 2010 - December 2013
HLB Morales Padillo & Co., PSC 2008 - 2010
Ernst & Young 2002 - 2006
Andersen LLP 2000 - 2002
Skills
Tax Accounting, Tax Compliance, Corporate Tax, Income Tax, Tax Returns, Tax, Tax Research, Tax Preparation, Tax Advisory, Partnership Taxation, FIN 48, International Tax, Tax Audit Representation, Estate Tax Planning, Tax Law, Big 4, CPA, Sales Tax, FAS109
Education
University of Puerto Rico Law School 2004 — 2009
JD, General Law, Business Law, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2000
Master of Science (MS), Taxation
University of Puerto Rico - Rio Piedras 1992 — 1997
BBA, Accounting
The Heritage Group June 2013 - Present
Chicago Mercantile Exchange November 2008 - May 2013
Chicago Mercantile Exchange Inc. May 2006 - October 2008
Chicago Mercantile Exchange April 2002 - May 2006
Andersen LLP January 2001 - April 2002
Skills
Valuation, Corporate Finance, Forecasting, Budget, Competitive Analysis, Analysis
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance and Management and Strategy
Indiana University - Kelley School of Business 1996 — 2000
B.S., Accounting and Computer Information Systems
UMB Bank November 2011 - Present
Polsinelli Shughart PC January 2006 - July 2011
Shughart Thomson & Kilroy, P.C. January 2006 - January 2009
KPMG LLP 2003 - 2006
Andersen LLP 2000 - 2003
Geoff Howe International 1999 - 2000
Payless ShoeSource 1992 - 1999
Skills
Marketing Strategy, Multi-channel Marketing, Digital Marketing, Advertising, Public Relations, Marketing Management, Market Research, Market Planning, Email Marketing, Management, SEO, Marketing, Marketing Communications, Social Media Marketing, Business Development, Corporate Branding, Digital Media, Leadership, Corporate Communications, Sales Operations, B2B, Strategic Planning, Press Releases, Budgets, Strategic Partnerships, Strategy
Education
Baker University 1996 — 1998
MBA, Marketing
Kansas State University 1988 — 1992
B.S. in Business, Marketing/Communication
Axumis August 2011 - Present
Leul Girmay Memorial Fund September 2005 - Present
Macquarie Group April 2008 - August 2011
KPMG June 2002 - April 2008
Andersen LLP September 2000 - June 2002
Skills
Financial Modeling, Private Equity, Valuation, Business Development, Tax, Mergers & Acquisitions, International Tax, International Tax..., Investments, Financial Structuring, Corporate Finance, Hedge Funds, Business Valuation, Due Diligence, Venture Capital, Management
Education
Hofstra University 2003 — 2005
Master of Business Administration (Honors)
Hofstra University 1996 — 2000
Bachelor of Business Administration, Accounting
SOS Herman Gmeiner International College
SOS High School - Gambia
St. Charles Consulting Group March 2011 - Present
MJJ Consulting, Inc. January 2010 - Present
SM&A October 2004 - November 2009
SM&A December 2001 - September 2004
Andersen LLP (formerly Arthur Andersen, LLP) January 1993 - November 2001
Andersen LLP January 1988 - January 1993
Andersen LLP April 1985 - January 1988
Skills
Leadership, Instructional Design, Consulting, Training, Program Management, Management, Employee Training, Change Management, CRM, Human Resources, Management Consulting, Leadership Development, Analysis, PowerPoint, Staff Development, Instructor-led Training, Strategy, Performance Management, Budgets, Proposal Writing, Integration, Curriculum Design, Project Planning, Executive Coaching, Project Management, Career Development, Talent Management, Business Development, Workshop Facilitation, Microsoft Office, Organizational...
Education
Northern Illinois University
Bachelor of Science, Education (Business Education major)
Northern Illinois University
Master of Science, Education (Business Education major)
JLL December 2002 - Present
Andersen, LLP December 1995 - December 2001
Skills
Construction Management, Corporate Real Estate, LEED AP, Move Management, Space-planning, LEED, Space planning, Real Estate Development, Tenant Improvement, Facilities Management, Real Estate, Renovation
Education
Florida State University 1988 — 1992
BS, Interior Design
Retired from professional practice May 2011 - Present
Navigant Consulting, Inc. July 2006 - January 2012
University of Chicago March 2008 - April 2011
Art Resources in Teaching July 2006 - January 2011
Art Resources in Teaching 1996 - 2008
LECG March 2005 - July 2006
Ernst & Young May 2002 - February 2005
arthur andersen 1986 - 2002
Andersen LLP 1986 - 2002
Education
Loyola University Chicago 1983 — 1986
BS, Accounting
Drake University 1982 — 1983
Accounting
Accurate Methods Consulting, LLC March 2008 - Present
Nsoro November 2003 - October 2008
PKF January 2003 - April 2004
Deloitte May 2002 - January 2003
Andersen, LLP May 2001 - May 2002
Skills
Accounting, Tax, Financial Reporting, Budgets, Training, Auditing, Strategic Planning, GAAP, Management, Financial Planning, Full-Charge Bookkeeping, Bookkeeping, outsourced accounting, QuickBooks, ProAdvisor
Education
The University of Texas at Austin 1996 — 2001
BBA/MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
PPA, Accounting
Ernst & Young LLP May 2012 - Present
Leaders in Expatriate Management Mobility in Southern California 2012 - Present
Financial Planning Association 2010 - Present
Grady Corporation September 2006 - Present
FPA OC 2010 - 2012
DefensTech International, Inc. July 2006 - October 2007
The David Lewis Company June 2003 - January 2006
Deloitte January 2002 - December 2002
Andersen LLP February 2001 - November 2001
Vertical Computer Systems, Inc. January 2000 - February 2001
Education
University of California, Irvine 2006 — 2007
None, Personal Financial Planning Curriculum
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Operations / Organization Design
California State University-Long Beach 1980 — 1983
BS, Accouting with a Minor in Finance-Real Estate
Antelope Valley High School 1974 — 1978
Alberto R. Lazaro PSC, CPAs July 2002 - Present
Alberto R. Lazaro PSC, CPAs July 2002 - Present
Andersen LLP January 1980 - June 2002
Skills
Auditing, Employee Benefit Plan..., Accounting, Financial Reporting, Transaction Advisory -..., Construction Accounting, Tax, Manufacturing, Retail, Government, Small Business, Mediation, Bankruptcy, Alternative Dispute..., Legislative, Internal Controls, Finance, Forensic Accounting, Mergers & Acquisitions, Employee Benefits, Corporate Tax, Budgets, Income Tax, Tax Accounting, GAAP, Tax Preparation
Education
Universidad de Puerto Rico 2007 — 2011
JD, Law
Universidad de Puerto Rico 1976 — 1979
BBA, Accounting
Colegio San Jose, Rio Piedras 1971 — 1976
Secondary and High School
Ernst & Young LLP November 2014 - Present
Deloitte Tax LLP July 2003 - November 2014
BearingPoint July 2002 - June 2003
Andersen LLP August 1991 - June 2002
Skills
Customer Service, Microsoft Excel, Outlook, Lotus Notes, Microsoft Word, Payroll, Administrative Work, Positive Personality, Microsoft Office, Global Mobility, Administration, People-oriented, Benchmarking, Administrative..., Project Management, Big 4, Process Improvement, Administrative..., Tax Equalization, Management Consulting, Coordination, Global Advance/Tracker, Positive Team Player, Multi Tasking, Collections, Communication Skills, People Skills, Executive...
Education
Ferris State University 1983 — 1986
Associate of Applied Science in Business, Administration Assistant, Business
Frank Svrcek, Actuary April 2013 - Present
Pension Planning Consultants, Inc. May 2005 - September 2013
Ernst & Young 2002 - May 2005
Andersen, LLP 1998 - 2002
KPMG US 1984 - 1998
Skills
Accounting, Sarbanes-Oxley, Auditing, Internal Controls, Employee Benefits, Pensions, Pension Funds, Pension Administration, Pension Schemes, Pension Systems, Computer Program, Mathematics, MathCAD, COBOL, Fortran, Pascal, Visual Basic, Visual C++, JCL, Defined Benefit
Education
Indiana University Bloomington 1974 — 1976
Mathematics and Computer Science
University of North Texas 1972 — 1974
Master of Arts (MA), Mathematics
Sikorsky Global Helicopters August 2014 - Present
Sikorsky Global Helicopters August 2013 - July 2014
Sikorsky Global Helicopters, Pa August 2011 - August 2013
Sikorsky Global Helicopters March 2010 - August 2011
Comcast June 2002 - March 2010
Andersen LLP 1999 - 2002
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, GAAP, Financial Reporting, Auditing, Internal Audit, Forecasting, Internal Controls, Variance Analysis, Microsoft Excel, Program Management, Microsoft Office
Education
La Salle University 1995 — 1999
Accounting
La Salle University - School of Business Administration 1995 — 1999
UBS October 2002 - Present
Andersen, LLP 2000 - 2001
MicroAge (Pride Technologies) 1996 - 2000
The Future Now 1990 - 1996
Vector Marketing 1986 - 1989
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Executive MBA
Miami University 1985 — 1989
BS, Business - Marketing
Crown Financial Ministries 2009 — 2009
Money Map Coach, Biblical Financial Management
Kaplan Career Institute-Dearborn 2006 — 2007
Certified Financial Planner, Financial Planning and Services
UBS Wealth Advisor Program 2007 — 2008
Wealth Advisory
Dale Carnegie 1997 — 1997
Dale Carnegie
PwC July 2013 - Present
PricewaterhouseCoopers LLP July 2002 - Present
Arthur Andersen LLP September 1997 - June 2002
Andersen LLP 1996 - 2002
Education
Babson College 1993 — 1997
BS, Accounting
Walpole 1989 — 1993
High school
Protiviti Consulting May 2002 - Present
Protiviti 2002 - Present
Arthur Andersen January 1971 - May 2002
Andersen LLP 1971 - 2002
Skills
Enterprise Risk..., Management Consulting, Sarbanes-Oxley, Change Management, Corporate Governance, Due Diligence, Information Technology, Internal Controls, Internal Audit, Business Process..., Sarbanes-Oxley Act, Governance, Financial Accounting, Financial Risk, Risk Management, SEC filings, COBIT, Financial Modeling, CISA, Executive Management, Strategic Financial..., Restructuring, Banking, Mergers & Acquisitions, Business Continuity, IT Audit, Accounting, Acquisition Integration, Financial Analysis, Operational Risk..., Business Process..., US GAAP, IT Strategy, Financial Services, Business Transformation, Auditing, External Audit, Fraud, Financial Reporting, Process Engineering, Risk Assessment, Process Improvement, Finance, Operational Risk, Business Process, Financial Audits, Managerial Finance, Forensic Accounting, Corporate Finance, Revenue Recognition
Education
Michigan State University - The Eli Broad College of Business 1965 — 1970
MBA & BA, Accounting
Ferguson, Wacha & Kruse, LLC May 2013 - Present
Fraser Clemens Martin & Miller LLC November 2006 - May 2013
IET, Inc. September 2001 - April 2003
Andersen, LLP September 2000 - September 2001
Skills
Industrial Engineering, Lean Manufacturing, Patents, Intellectual Property
Education
University of Toledo College of Law 2003 — 2007
J.D.
Ohio University 1996 — 2000
B.S., Industrial & Manufacturing Systems Engineering
Leadership Toledo
Wolfe Solutions, Inc. 2002 - Present
Andersen LLP 1997 - 2002
San Diego State University 1996 - 1997
Education
San Diego State University-California State University 1995 — 1997
Bachelor of Science (BS), Accounting
K&L Gates October 2011 - Present
LexisNexis January 2014 - Present
Diebold, Incorporated May 2011 - October 2011
Diebold, Incorporated June 2008 - May 2011
Diebold, Incorporated December 2006 - June 2008
SecureState LLC February 2002 - November 2006
Andersen LLP June 2000 - February 2002
Ernst & Young August 1997 - December 1999
DARPA July 1994 - August 1997
NASA Glenn Research Center June 1990 - June 1994
Skills
Enterprise Risk..., Business Resilience, Security, IT Management, Vendor Management, Resource Management, IT Strategy, Organizational..., Crisis Communications, Thought Leadership, Information Security..., Information Security, Management, Security Audits, Computer Security, Strategy, IT Audit, Disaster Recovery, Risk Management, Information Technology, Enterprise Software, Business Continuity, Program Management, Risk Assessment, Physical Security, Analysis, PCI DSS, Professional Services, Cross-functional Team..., Leadership, Network Security, Data Center, Governance, CISSP, Consulting, Security Architecture...
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
EMBA, Strategy and Leadership
University of Pennsylvania - The Wharton School 2008 — 2009
ASIS Program for Security Executives
The George Washington University 1988 — 1990
Masters Certificate, Information Systems
Indiana University of Pennsylvania 1983 — 1986
BA, Criminology
Gowling Lafleur Henderson LLP March 2003 - Present
Urban Tilt Photography 1995 - Present
McMillan Binch September 2001 - March 2003
Andersen LLP December 2000 - September 2001
Cision (Bowdens, at the time of my employment) June 1998 - December 2000
Skills
St. John's Ambulance..., Microsoft Word, Recruiting, Editing, Leadership, Training, Microsoft Office, PowerPoint, Marketing
Education
Western University 1999 — 2002
BAH, English
Carleton University
Master's Degree, English
Microsystems US-Illinois
Liberty Mutual Insurance July 2013 - Present
Liberty Mutual Insurance July 2005 - June 2013
Liberty Mutual Insurance April 2003 - July 2005
Liberty Mutual Insurance April 2002 - April 2003
Andersen LLP December 1998 - April 2002
Skills
IT Audit, Information Security, Risk Management, SDLC, Enterprise Risk..., Internal Audit, Risk Assessment, Access, Information Technology, Consulting, SAS70, CISA, COBIT, Information Security..., Process Improvement, Business Continuity
Education
Boston College 2003 — 2006
Master of Business Administration (MBA), Management of Technology
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science (BS), Accounting and Information Sysyems
Texas Christian University 1993 — 1994
Prolacta Bioscience February 2015 - Present
Yokohama Tire Corporation May 2008 - February 2015
GUESS?, Inc January 2007 - May 2008
99 Cents Only Stores June 2006 - January 2007
99 Cents Only Stores May 2005 - June 2006
ViewSonic Corporation June 2003 - May 2005
Deloitte LLP June 2002 - June 2003
Andersen LLP September 1999 - June 2002
Deloitte LLP January 1998 - May 1998
Skills
Financial Reporting, Auditing, US GAAP, Consolidation, Accounting, Sarbanes-Oxley Act, SEC filings, Accounts Payable, Cost Accounting, Budgets, General Ledger, Microsoft Excel, Variance Analysis, Internal Controls, Fixed Assets, Manufacturing, Financial Analysis, Process Improvement, Analysis, International Business, 10Q, Big 4, Assurance, Team Leadership, Budget Analysis, SEC reporting, SOX, 10K, Audit, Technical Accounting, Lease Administration, Development Of Policies, Certified Public..., JSOX, Procure-to-Pay, Problem Solving, management, Project Management, SAP Implementation, ERP Implementations, Software Implementation, Tax, Sarbanes-Oxley, Management, SEC Filings
Education
California State University-Los Angeles
Bachelor of Business Administration (BBA), Accounting
BDO USA, LLP June 2002 - Present
Andersen LLP January 1997 - June 2002
Skills
Tax
Education
Michigan State University 1993 — 1997
BA, Accounting
Tribune Media June 2015 - Present
Exelon January 2013 - Present
ComEd July 2009 - December 2012
Exelon January 2007 - July 2009
Commonwealth Edison 2007 - 2009
Arthur Andersen June 1993 - April 2002
Andersen LLP 1993 - 2002
Skills
Financial Reporting, Internal Controls, Auditing, SEC filings, Accounting, Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Corporate Finance, Budgets, Leadership, Finance, CPA, SEC Filings, Business Process..., Financial Analysis
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance, Real Estate and Organizational Behavior
Augustana College 1989 — 1992
BA, Accounting and Finance
Healix January 2014 - Present
Briggs & Veselka Co. September 2004 - January 2014
Wade & Company July 2002 - September 2004
Andersen, LLP April 2001 - May 2002
Kansas City Royals June 1995 - March 2000
Skills
CPA, Corporate Tax, Partnership Taxation, Income Tax, Personal Tax Planning, Corporate Tax Planning, High Net Worth..., ProSystem fx Tax, State Tax, General Ledger, Internal Controls, S Corporations, Tax Preparation, GoSystems, Tax Accounting, Gift Tax, Sarbanes-Oxley Act, Tax Research, OneSource, FIN 48, GAAP, International Tax, CCH ProSystem fx, Assurance, Tax, Fixed Assets, Financial Statements, US Tax, US GAAP, Bookkeeping, SEC filings, Tax Returns, External Audit, IFRS, Tax Advisory
Education
Sam Houston State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Berkshire Group May 2012 - Present
Remington College January 2010 - January 2012
HILLMAN CONSULTING October 2006 - December 2009
Westfield Group March 2002 - September 2006
AKRON UNIVERSITY January 2003 - May 2003
BANK ONE CORPORATION January 1999 - January 2001
ANDERSEN LLP January 1989 - January 1999
University of Cincinnati January 1987 - January 1989
Skills
Human Resources, Deferred Compensation, Customer Service, Employee Benefits, Training, Strategic Planning, CRM, Public Speaking, Program Management, Teaching, Coaching, Leadership, Executive Pay, Management, Interviews, Training Delivery
Education
University of Cincinnati College of Business 1987 — 1989
MS Taxation, Business, Accounting, Taxation
University of Cincinnati 1970 — 1974
Bachelor of Fine Arts, Broadcasting
Radnor High School 1968 — 1970
The Bradford Group May 2015 - Present
Accenture September 2009 - April 2015
Accretive Health April 2009 - May 2009
Exelon July 2004 - July 2008
Deloitte May 2002 - February 2004
Andersen LLP May 2000 - April 2002
Arthur Andersen LLP 2000 - 2002
Ernst & Young February 1999 - April 2000
Heller Financial January 1995 - January 1999
Heller Financial October 1988 - December 1994
Skills
Tax, Accounting, PeopleSoft, Auditing, Sarbanes-Oxley Act
Education
Southern Illinois University, Carbondale 1973 — 1978
B.S., Special Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Special Education and Teaching
Sarasota County Government Emergency ManagementSarasota County Government, Emergency Management1990 - Present
Arthur Andersen LLP May 1996 - October 2003
Arthur Andersen / Andersen 1997 - 2003
Andersen LLP 1996 - 2003
Skills
Government, Program Management, Security, Leadership, Strategic Planning, Management, Vendor Management, Customer Service, Disaster Recovery, Telecommunications, Local Government, Policy, Change Management, Business Analysis, Operations Management, Network Administration, ITIL, Project Planning, Strategy, Project Management, System Administration, Active Directory, Process Improvement, Training, Team Building, Troubleshooting, VMware, Analysis, Budgets, IT Management, Data Center, Team Leadership, Microsoft Office, Windows Server, Network Security, Windows, Software Documentation, Public Speaking, Information Technology, IT Strategy
Education
University of Alabama 1984 — 1986
Dall Consulting March 2010 - Present
Ernst & Young August 2009 - March 2010
Credit Suisse May 2006 - May 2009
Deutsche Bank 1998 - 2006
Salomon Smith Barney May 1996 - July 1998
Arthur Andersen 1990 - 1996
Andersen LLP 1989 - 1996
Education
Seton Hall University 1985 — 1989
CIRCOR International, Inc. February 2015 - Present
CIRCOR International, Inc. July 2014 - Present
Vaco April 2013 - January 2014
SuccessFactors February 2012 - March 2013
Keane June 2010 - February 2012
Biogen Idec October 2007 - April 2009
Biogen Idec November 2001 - October 2007
Andersen LLP September 2000 - November 2001
Skills
Applicant Tracking..., Human Resources, HRIS, Leadership, Vendor Management, Budgets, Business Process, Requirements Analysis, SDLC, Software Implementation, Team Management, Process Improvement, Integration, Program Management, Microsoft Excel, SaaS, Business Intelligence, Business Process..., Cross-functional Team..., Project Management, ERP, CRM
Education
Northeastern University - Graduate School of Business Administration
MBA - In Process
Providence College
B.A.
St. John's Prep - Danvers, MA
H.S. Diploma
WeiserMazars LLP March 2005 - Present
PricewaterhouseCoopers September 2002 - March 2005
Andersen LLP December 1990 - August 2002
Laventhol & Horwath 1984 - 1990
Skills
Auditing, SEC reporting, Compliance, Risk Management, Accounting, SEC filings, GAAP
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science, Accounting
Great Neck North-John L Miller High School 1975 — 1978
RGP August 2012 - Present
The Abacus Group September 2010 - July 2012
Indeed.com March 2010 - August 2010
The ExecuSearch Group May 2005 - February 2010
Thomas H. Lee Capital LLC November 2001 - May 2005
Andersen LLP September 1999 - November 2001
Skills
Accounting, Auditing, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Executive Search
Education
Lehigh University 1994 — 1998
BS, Accounting
St. Francis Preparatory 1990 — 1994
Sacred Heart School
DG Jackson CPA PLLC May 2013 - Present
Lone Star College January 2011 - April 2013
McConnell Jones Lanier and Murphy LLP (MJLM) August 2007 - May 2010
Texas Southern University 2008 - 2010
Lamar University November 2006 - August 2007
County of San Mateo December 2003 - July 2006
Patel and Associates June 2001 - December 2003
Andersen LLP August 1999 - May 2001
Cost Plus World Market 1990 - 1994
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Process Improvement, Risk Assessment, General Ledger, Analysis, Account Reconciliation, CPA, Financial Audits, Sarbanes-Oxley, Management, Visio, Software Documentation, Finance, Business Process, External Audit, Proposal Writing, Business Process...
Education
The University of Texas at Arlington - College of Business 2007 — 2009
MBA, Finance
Lamar University 1995 — 1999
BBA, Accounting
McGuire Fecarotta & Jackson LLC May 2010 - Present
The Skinner Group, LLC 1999 - May 2010
Andersen LLP 1997 - 1999
Spectrum Healthcare Services 1996 - 1997
Boeing (formerly McDonnell Douglas Corporation) 1994 - 1996
Boeing (formerly McDonnell Douglas Corporation) 1994 - 1994
Boeing (formerly McDonnell Douglas Corporation) 1992 - 1994
Skills
Recruiting, Human Resources, Organizational..., Interviews, Training, Employee Benefits, Executive Search, Sourcing
Education
HRCI 1996 — 1996
SPHR
Washington University 1992 — 1995
M.A.
Michigan State University 1981 — 1985
B.A.
Apple April 2012 - Present
Kaiser Permanente February 2007 - November 2012
Ernst & Young, LLP June 2004 - January 2007
Levi Strauss & Co. September 2002 - June 2004
Andersen, LLP September 2001 - February 2002
Skills
Auditing, CISA, IT Audit, Information Technology, Internal Audit, Internal Controls, PeopleSoft, Project Management, Sarbanes-Oxley Act, Assurance, Analysis, Business Process..., Financial Services, Governance, Risk Management
Education
San Francisco State University 1998 — 2001
Bachelor of Science, Computer Information Systems and Accounting
Protiviti Director Internal AuditRobert Half International2002 - Present
Arthur Andersen 1997 - 2002
Andersen LLP 1997 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Sarbanes-Oxley, Auditing, Risk Management, Business Process..., GAAP, Process Improvement, Revenue Recognition, Big 4, Financial Analysis, IT Audit, Accounting, SEC filings, External Audit, Financial Audits, US GAAP, Risk Assessment, Financial Reporting, Finance, COSO, Cost Accounting, Financial Risk, SOX 404, CISA, Financial Modeling, Mergers & Acquisitions, CPA, Managerial Finance, Management Consulting, Forensic Accounting, Fraud, Governance, Cash Management, Operational Risk..., Consolidation, Quality Auditing, Acquisition Integration, Financial Accounting, Assurance, Corporate Finance, IFRS, Due Diligence
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1987
University of California, Riverside 1981 — 1985
Bachelor Of Science, Administrative Studies
IBM SWG January 2006 - Present
IBM Software Group 2006 - Present
SunTrust Banks, Inc. 2002 - 2005
Andersen LLP 2000 - 2001
Arthur Andersen 2000 - 2001
IBM Interactive Media 1998 - 2000
IBM Interactive Media 1998 - 2000
Skills
WebSphere Application..., WebSphere Message Broker, WebSphere MQ, Websphere, ESB, SOA, Middleware, z/OS, AIX, DB2, DataPower, JMS
Education
University of Louisville 1987 — 1990
Bachelor of Science (BS), Computer Software Engineering
University of Louisville 1986 — 1990
Bachelor of Science (BS), Computer Software Engineering
JetBlue Airways April 2015 - Present
JetBlue Airways May 2014 - April 2015
JetBlue Airways March 2010 - April 2014
JetBlue Airways, Corp July 2006 - February 2010
JetBlue Airways May 2005 - June 2006
JetBlue Airways May 2004 - May 2005
JetBlue Airways May 2003 - April 2004
Deutsche Bank 2001 - 2003
Andersen LLP 2001 - 2001
Skills
Lean Six Sigma, Six Sigma, Process Improvement, Internal Controls, Finance, Forecasting, Risk Management, Business Analysis, Business Process..., Accounting, SAP, Vendor Management, Cross-functional Team..., Program Management, Analysis, Financial Analysis, Change Management, Training, Airlines, Management, Team Leadership, Auditing, Budgets, Aviation, Operations Management, Project Management
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Public Accounting (CPA)
Ossining High School
Constellation June 2012 - Present
Constellation Energy April 2009 - June 2012
Constellation Energy June 2007 - April 2009
Constellation Energy December 2004 - June 2007
SC&H Group September 2002 - November 2004
Andersen LLP June 2001 - August 2001
Skills
Auditing, Financial Reporting, Variance Analysis, Accounting, SEC filings, Corporate Finance, Payroll, Strategic Financial..., Finance, Accounts Payable, Analysis, Accounts Receivable, Financial Statements, Management, Sarbanes-Oxley Act, Financial Planning, SEC Filings
Education
Loyola College in Maryland 2007 — 2009
MBA, International Business, 4.0
Grove City College 1998 — 2002
Bachelors, Accounting, 3.7
Health Net, Inc. May 2012 - Present
Proskauer Rose LLP November 2009 - May 2012
Latham & Watkins October 2005 - November 2009
Andersen, LLP 1999 - 2002
Skills
Corporate Governance, Corporate Law, Private Equity, Venture Capital, Mergers, Due Diligence, Cross-border..., Bankruptcy, Legal Research, Litigation Support, Joint Ventures, Securities
Education
USC Gould School of Law 2002 — 2005
J.D., Law
Stanford University 1995 — 1999
Bachelor of Arts (B.A.), Economics; Political Science
Elliott Davis Decosimo April 2015 - Present
MacAndrews & Forbes February 2010 - April 2015
KPMG August 2009 - February 2010
Ernst & Young LLP February 2005 - June 2009
Deloitte May 2002 - January 2005
Andersen LLP September 2001 - May 2002
Education
Saint John's University School of Law 1998 — 2001
JD
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Economics
The Greenbrier Companies March 2014 - Present
Ron Tonkin Dealerships April 2011 - March 2014
Columbia Sportswear January 2007 - March 2011
KPMG LLP October 2002 - July 2004
Andersen LLP January 2001 - June 2001
Andersen LLP December 1999 - June 2000
The Gillette Company December 1998 - June 1999
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, Accounting, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Analysis, External Audit, Forecasting, Assurance, Big 4, PCAOB standards, SOX 404, SEC filings, Business Process...
Education
University of Liverpool 2004 — 2005
MBA, Football Industries
Northeastern University 1997 — 2002
BSBA, Accounting
Broward Health December 2008 - Present
North Broward Hospital District 2008 - January 2011
Mount Sinai Medical Center April 2005 - December 2008
CHAN/Miami Children's Hospital 2004 - 2005
Carnival Corporation 2003 - 2004
Andersen LLP 2001 - 2003
Blue Cross Blue Shield of Georgia 1999 - 2002
PriceWaterhouseCoopers LLP 1996 - 1998
Education
Florida International University 2003 — 2004
Masters, Management Information Systems
University of Notre Dame 1992 — 1996
Bachelors, Economics and Computer Applications
IBM Global Business Services October 2010 - Present
CNA Insurance July 2002 - September 2010
Andersen, LLP May 1995 - May 2002
Skills
Guidewire, J2EE Application..., J2EE Web Services, WebSphere Integration..., Unix Shell Scripting, Message Queue, Java Application...
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
Master's degree, Information Systems Management
DeVry University-Illinois
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology
Duff & Phelps December 2012 - Present
Charles River Associates April 2009 - December 2012
Andersen LLP October 1998 - April 2002
KPMG LLP 1996 - 1998
Skills
Business Valuation, Financial Modeling, Intellectual Property, Transfer Pricing, Due Diligence, International Tax, Tax, Economics, Intellectual Property..., Forensic Accounting, Divestitures, Cross-border..., Venture Capital, M&A experience, Joint Ventures, Mergers & Acquisitions
Education
University of Chicago 1999 — 2003
Master of Business Administration (MBA), Economics and International Business
Scripps College 1990 — 1994
BA, Economics and Latin American Studies
San Diego High School
S-E-A September 2011 - Present
S-E-A January 2005 - September 2011
S-E-A January 2004 - September 2011
S-E-A December 2001 - September 2011
Andersen, LLP April 2000 - April 2001
University Painters September 1997 - November 1999
University Painters 1996 - 1997
Skills
General Insurance, Legal Services, Client Retention, Negotiation, International Business, Big Picture Thinking, Developing Budgets, Competitive Analysis, Strategic Planning, Strategic Thinking, Sales Management, Staff Training, Business Process..., Dispute Resolution, Trend Analysis, Listening Skills, empowerment, Organizational..., Organizational Change, Organizational Behavior, Organizational Design, Marketing Communications, Direct Sales, Employee Management, Real Estate Investment, Real Estate Development, International Marketing, Private Equity/Venture..., Cross-functional Team..., Team Leadership, Writing Skills, Public Speaking, Sales Presentations, Customer Satisfaction, Group Presentations, Creative Problem Solving, Management Consulting, Marketing Strategy, New Business Development, Insurance, Change Management, Business Strategy, Business Planning, Strategy Development, Problem Solving, Leadership Development, Strategy, Legal Assistance, Analysis, Sales
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance; Management & Strategy; Management & Organizations; Marketing; International Business
Miami University 1995 — 1999
Bachelor's of Science, 1) Organizational Behavior 2) Human Resources 3) Marketing
Upper Arlington High School 1991 — 1995
Diploma
AlixPartners, LLP Managing DirectorFTI Consulting2003 - 2006
KPMG 2002 - 2003
Andersen LLP 1987 - 2002
Arthur Andersen 1987 - 2002
Skills
Forensic Accounting, Litigation Support, Litigation Consulting, Financial Analysis
Education
Syracuse University 1985 — 1986
UTHSCSA July 2009 - Present
Fuddruckers August 2007 - June 2008
Tesoro May 2005 - June 2007
Weston Entertainment August 2004 - June 2005
Ernst & Young December 2002 - August 2004
KPMG Audit April 2002 - December 2002
Andersen LLP January 2002 - April 2002
Education
The University of Texas at Austin 1997 — 2001
DreamWorks Animation December 2014 - Present
eHarmony, Inc. May 2008 - December 2014
The Walt Disney Company April 2007 - April 2008
KPMG Audit November 2002 - April 2007
Ascent Media April 2002 - November 2002
Andersen LLP September 2001 - April 2002
Skills
Internal Controls, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, US GAAP, CPA, Finance, Forecasting, Financial Modeling, SEC Filings, Auditing, GAAP, Variance Analysis
Education
University of California, Los Angeles 1996 — 2001
Bachelor of Arts (B.A.), Economics
Bain Capital June 2008 - Present
Bain Capital 2005 - June 2008
Andersen, LLP 1996 - 2000
Arthur Andersen 1996 - 2000
Education
Babson College 1993 — 1997
Office of the Auditor General January 2002 - Present
University of Quebec in Outaouais 2001 - 2002
andersen llp 1996 - 2002
Education
Université du Québec en Outaouais 1992 — 1996
Nike September 2012 - Present
Nike July 2011 - September 2012
Nike August 2010 - July 2011
Nike May 2009 - August 2010
Nike November 2007 - May 2009
Nike February 2006 - November 2007
Nike May 2004 - February 2006
KPMG October 2002 - May 2004
Andersen LLP June 2001 - September 2001
Skills
Financial Forecasting, Team Leadership, Financial Analysis, Financial Modeling, Performance Management, Financial Reporting, Financial Accounting, Business Strategy, Supply Chain Management, S&OP implementation, Auditing, Internal Controls, Operational Risk..., Financial Controlling, Contract Negotiation, Contract Management, Pricing Strategy, Business Process..., Margin Management, Financial Statements, Mentoring, Team Building, Legal Compliance, Corporate Budgeting, Customer Profitability
Education
Oregon State University 1998 — 2002
Bachelor of Science in Business Administration, Options in Accounting & Finance, Graduated Cum Laude
Aarhus School of Business 2000 — 2000
Option in International Business, International Business
Del Amo Hospital October 2005 - September 2007
SHIELDS for Families September 2004 - July 2005
Andersen LLP December 1992 - August 2002
Arthur Andersen 1992 - 2002
Education
University of California, Los Angeles 2002 — 2004
Masters, Social Work
California State University-Long Beach 1991 — 1992
Bachelor of Science, Accounting
Boston Scientific Corporation November 2010 - Present
Boston Scientific Corporation May 2008 - November 2010
Boston Scientific Corporation April 2006 - May 2008
Guidant Corporation November 2005 - April 2006
Guidant Corporation January 2005 - November 2005
Guidant Corporation January 2001 - January 2005
Andersen LLP July 1998 - January 2001
Army National Guard August 1994 - August 1998
United Parcel Service August 1993 - July 1998
United States Marine Corps August 1987 - August 1993
Skills
Corporate Tax, International Tax, Transfer Pricing, State Tax, State Tax Planning, Multi-State Sales Tax, Federal & State Income..., Sales & Use Tax, Excise, Tax Accounting, Accounting, Tax Audits, Negotiation, Tax
Education
University of Minnesota - Carlson School of Management 1996 — 1998
BSB Accounting, Accounting
Inver Hills Community College 1993 — 1996
Associate Degree, General Studies
The Segal Company April 2003 - Present
Andersen LLP February 1998 - May 2002
AT&T 1997 - 1998
AT&T September 1986 - January 1997
Indiana Bell/AT&T October 1983 - September 1986
Skills
Team Building, Leadership Development, Performance Management, Employee Benefits, Public Speaking, Benefits Administration, Insurance, Coaching, Customer Service, Healthcare, Training, Strategic Planning, Management
Education
Emerson HIgh School
Indiana University-Northwest
psLIVE April 2014 - Present
DigDoug LLC 2009 - Present
Team Epic 2001 - Present
Andersen LLP 1993 - 2001
Skills
Relationship Marketing, Technology, Event Technology, Sports Marketing, Sponsorship, Account Management, Budgets, Trade Shows, Brand Awareness, Social Media Marketing, Event Management, Marketing Strategy, Sales, Management, Event Planning, Marketing, Integrated Marketing, Brand Development, Social Media
Education
Georgia State University 1989 — 1993
American Homes 4 Rent March 2013 - Present
American Homes 4 Rent/Public Storage Canada/American Commercial Equities February 2011 - March 2013
KPMG LLP June 2003 - December 2009
Andersen LLP June 1993 - May 2003
Ernst & Young LLP August 1990 - May 1993
Skills
US GAAP, Financial Reporting, Variance Analysis, Budgets, Financial Accounting, Auditing, Big 4, General Ledger, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Cash Flow, GAAP, Accounting
Education
University at Albany, SUNY 1987 — 1990
Bachelor in Science, Accounting
Baker & Hostetler LLP September 2005 - Present
Andersen LLP 2000 - 2002
Education
University of Southern California Law School 2002 — 2005
JD, Law
University of California, Los Angeles 1996 — 2000
Bachelor's degree, Business/Managerial Economics
Gemini Investors December 2000 - Present
Arthur Andersen September 1996 - September 1999
Andersen, LLP 1996 - 1999
Skills
Capital
Education
Boston College 1992 — 1996
FMC Corporation September 2014 - Present
FMC November 2012 - September 2014
Dell Inc. January 2011 - October 2012
Dell April 2009 - December 2010
Dell Inc. November 2006 - April 2009
The AES Corporation December 2001 - November 2006
Andersen LLP August 1999 - November 2001
Andersen LLP December 1997 - September 1998
Skills
International Tax, Tax, Mergers, Due Diligence, Financial Structuring, Sarbanes-Oxley Act, Transfer Pricing, Consolidation, Corporate Tax, Internal Controls, GAAP, Restructuring, Acquisition Integration, Acquisitions, Strategic Planning, Corporate Tax Planning, Treasury, Supply Chain..., Contract Negotiation, Mergers & Acquisitions, Auditing, Accounting
Education
Saint Joseph's University 1995 — 1999
BS - Accounting, Accounting and business core
JP Morgan Chase October 2014 - Present
JPMorgan Chase February 2005 - October 2014
JPMorgan Chase August 2001 - February 2005
Andersen, LLP November 1999 - August 2001
United States Navy May 1996 - November 1999
United States Navy June 1994 - April 1996
Skills
Risk Management, Internal Controls, Enterprise Risk..., Internal Audit, Governance, Business Process..., Business Process..., Risk Assessment, Program Management, Systems Development..., Vendor Management, Automated Auditing, Regulatory Compliance, Certified Anti-Money..., Compliance, COSO Framework, COBIT, AML, Cyber-security, Fraud, IT Risk Management, Business Development, Financial Reporting, Financial Management, SAP, Change Management
Education
University of Phoenix 1997 — 1999
Master of Business Administration (MBA), General
Northwestern University 1990 — 1994
Bachelor of Applied Science (BASc), Industrial Engineering
Bloom Trail High School
IBM Global Business Services 2014 - Present
IBM Global Business Services 2006 - 2013
Sidley LLP 2003 - 2006
GE 2002 - 2003
Andersen LLP 1997 - 2000
Skills
Management Consulting, Business Process..., Strategy, Business Strategy, Program Management, Smart Grid, Change Management, Strategic Planning, Business Development, Cross-functional Team..., PMO, Mergers
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
Masters, Business Administration
University of Michigan 1994 — 1997
B.S, Industrial & Operations Engineering
iBio, Inc. January 2011 - March 2013
The Advertising Council October 2009 - November 2010
Lev Pharmaceuticals, Inc. February 2005 - February 2009
Henry Bros. Electronics, Inc. December 2002 - December 2004
DJB Consultants January 2001 - December 2002
Urbanfetch.com March 2000 - December 2000
Andersen LLP December 1998 - March 2000
Eisner Amper LLP June 1989 - December 1998
Skills
Budgets, Accounting, Mergers & Acquisitions, E-commerce, Corporate Finance, Due Diligence, Start-ups, Leadership, Sarbanes-Oxley, Financial Reporting, Finance, Internal Controls, Strategic Planning, Negotiation, Analysis, Biotechnology, Tax, SEC filings, Strategy, Pharmaceutical Industry, IPO, Mergers, Sales, Acquisition Integration, Financial Analysis, Valuation, Sarbanes-Oxley Act, Executive Management, Managerial Finance, Financial Modeling, US GAAP, Forecasting, Restructuring, Revenue Recognition, GAAP, Corporate Development, Investor Relations, Private Equity, Business Valuation, Financial Statements, Strategic Financial..., Consolidation, Divestitures, Cash Management, Management, SEC Filings
Education
Fairleigh Dickinson University 1979 — 1983
Bachelor of Science, Accounting
URS Corporation - Energy & Construction October 2003 - Present
URS Corporation October 2003 - October 2014
KPMG / Arthur Andersen 1985 - 2003
Andersen LLP 1985 - 2001
Skills
Financial Reporting, Auditing, Accounting, Cost Control, General Ledger, Internal Controls, Budgets, Financial Analysis, SEC filings, Due Diligence, Sarbanes-Oxley Act, Forecasting, Construction, Cash Flow, Process Improvement, GAAP, Mergers & Acquisitions, Cost Accounting, Team Leadership, Analysis
Education
Brigham Young University 1979 — 1983
Bachelor's degree, Accounting
KPMG June 2002 - Present
Andersen LLP September 2001 - May 2002
PricewaterhouseCoopers 1987 - 2001
Skills
Due Diligence, Accounting, Financial Reporting, Corporate Finance, Private Equity, Financial Analysis, Auditing, Mergers & Acquisitions, Financial Modeling, Internal Controls, US GAAP, IFRS, Business Valuation, Valuation, Financial Accounting, CPA, SEC filings, M&A experience
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA)
Boston College 1983 — 1987
Bachelor of Science (BS), Accounting and Finance
Washington, Pittman & McKeever, LLC April 2012 - Present
CNA Insurance August 2010 - April 2012
CNA Insurance May 2006 - August 2010
CNA Insurance September 2005 - April 2006
Velma Butler & Company, Ltd. November 2004 - September 2005
Northern Trust 2004 - 2004
Delta Dental of Illinois 2002 - 2004
Andersen LLP 2001 - 2002
Skills
Auditing, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Forecasting, GAAP, Financial Analysis, Statutory Accounting, Financial Statement..., Compilation Of..., Tax Research, Tax Preparation, Accounting, Process Improvement, Budgets, Corporate Tax, Corporate Finance, External Audit, Insurance, Variance Analysis, Financial Accounting, Account Reconciliation, Internal Controls, Financial Audits, General Ledger, Journal Entries, Financial Statements
Education
DePaul University
Bachelors, Accounting
Carolinas Healthcare System August 2008 - Present
Bodel & Associates, Inc. August 2002 - August 2008
Andersen, LLP 1992 - 2002
Skills
Mergers, Joint Ventures, Facilities Planning, Strategic Planning, Capital..., Mergers & Acquisitions, Healthcare, Executive Management, Due Diligence, Strategy, Private Equity, Leadership, Performance Improvement, Healthcare Consulting, Facilities Management, Capital, Analysis, Acquisitions, Project Planning, Hospitals, Evaluation, Contract Negotiation, Plannning, Finance, Healthcare Industry
Education
Northwestern University - Kellogg School of Management
MBA, Strategy & Finance
University of Illinois at Urbana-Champaign
BS, Health Planning & Administration
Chrysler February 2010 - Present
Chrysler 2010 - 2012
Chrysler Financial Services November 2007 - January 2010
PricewaterhouseCoopers 2002 - 2007
Andersen LLP 1999 - 2001
Motorola 1997 - 1999
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Sarbanes-Oxley, US GAAP, Financial Accounting, Enterprise Risk...
Education
Michigan State University - The Eli Broad Graduate School of Management 2006 — 2008
EMBA
University of Michigan 1994 — 1997
BA, Business/Commerce, General
Lyons Township High School LTHS 1989 — 1993
High School
Nuance Communications November 2013 - Present
Alere 2003 - November 2013
Ernst & Young 2002 - 2003
Arthur Andersen 1995 - 2002
Andersen, LLP 1995 - 2002
Skills
Tax, Corporate Tax, GAAP, Income Tax, Auditing, Transfer Pricing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, SEC filings, US GAAP, Sarbanes-Oxley
Education
Suffolk University Law School 1982 — 1986
JD
University of Michigan 1975 — 1979
A.B.
Arthur Andersen 1988 - 2000
Andersen LLP 1988 - 2000
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Accounting
Aon Hewitt October 2007 - Present
Andersen LLP 1996 - 2001
Skills
Executive Pay, HRIS, HR Consulting, Employee Benefits, Deferred Compensation
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
Masters of Science, Human Resources
Mercer University - Stetson School of Business and Economics 1992 — 1996
BS, Human Resources
GMT Associates LLC January 2004 - Present
KPMG 2002 - 2005
Andersen LLP/KPMG 1997 - 2004
Arthur Andersen 1997 - 2002
Andersen LLP 1997 - 2002
Mentor Europe 1989 - 1995
Skills
Tax Research, Corporate Tax, Tax, Transfer Pricing, International Tax, Tax Accounting, Accounting, Tax Advisory, Financial Reporting, Income Tax, Partnership Taxation, SEC filings, Sarbanes-Oxley Act, CPA, FAS 5, Tax Returns, US GAAP, Tax Law, GAAP, Business Valuation, Tax Preparation, Due Diligence, Internal Controls, Forensic Accounting, IFRS, Restructuring, Mergers & Acquisitions, Financial Accounting, Financial Analysis, Consolidation, Auditing, Financial Statements, Internal Audit, Corporate Finance, Strategic Financial..., Managerial Finance, Sales Tax, Financial Modeling, Sarbanes-Oxley, Finance, Big 4, Valuation, General Ledger, Cash Flow, Private Equity, Cash Flow Forecasting, Property Tax, Financial Planning
Education
Mississippi State University 1979 — 1980
Accounting, Accounting, Business, French and Spanish, A+
Vanderbilt University 1969 — 1974
BA in Philosophy, Philosophy, French, Religion and Economics, B
Protection One March 2009 - Present
ScriptPro August 2008 - April 2009
KPMG LLP May 2002 - August 2008
Andersen LLP January 2002 - May 2002
Education
The University of Kansas 1997 — 2002
B.S., Business Administration & Accounting
Intuit June 2011 - Present
Intuit July 2004 - June 2011
KPMG 2002 - 2004
Andersen LLP 1998 - 2002
Skills
Process Improvement, Management, Agile Methodologies, Software Project..., Organization Skills, Tax, Accounting, Microsoft Excel, Corporate Tax, Lean Six Sigma, Emotional Intelligence, Servant Leadership, Planning, Root Cause Analysis, Problem Solving, Business Process Mapping, Green Belt, Team Building, DMAIC, Continuous Improvement, Experimentation, Performance Management, Behavioral Interviewing, Key Metrics, Business Process..., Cross-functional Team..., Project Management
Education
Stephen F. Austin State University 1993 — 1998
Master's Degree, Professional Accounting
Accenture June 2013 - Present
Duff & Phelps August 2005 - December 2012
Andreou & Casson Ltd. January 2003 - May 2005
Andersen, LLP April 1997 - August 2002
Skills
Corporate Finance, Business Valuation, Valuation, Mergers, Financial Modeling, Private Equity, Due Diligence, business development, Project Management, Intellectual Property..., Software License..., Purchase Price..., Equities, Legal Compliance, Mergers & Acquisitions, Corporate Development, Finance, Restructuring, Investments, Financial Analysis, Business Development
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
JD, Intellectual Property
DePaul University 1998 — 2001
Bachelor of Science (B.S.), Finance
Colgate Palmolive January 2002 - Present
Andersen LLP September 1999 - December 2001
Henry Schein March 1998 - September 1999
Food Parade Inc. March 1991 - February 1998
Skills
Project Planning, Tax, Tax Research, Auditing, FIN 48, Accounting, Sarbanes-Oxley Act
Education
Robert Kennedy College 2007 — 2007
Certificate, International Tax Law
Hofstra University 1997 — 1999
BBA, Accounting
Farmingdale State College 1994 — 1996
AS, Business Administration
Edge Training and Consulting Ltd November 2007 - Present
TransLink 2015 - 2015
Wirelesswerks April 2012 - June 2014
Innerworks April 1996 - October 2007
Deloitte & Touche LLP January 2001 - January 2002
Andersen LLP January 1999 - January 2001
HSBC Canada November 1994 - April 1996
Navigata Communications (formerly Westel) January 1992 - January 1994
Rogers Cantel 1989 - 1993
Skills
Privacy, Business Analysis, Business Process, Governance, Strategy, Business Strategy, Team Leadership, Process Improvement, Business Intelligence, Project Planning, Wireless, Call Centers, Cross-functional Team..., Start-ups, Management Consulting, Training, Consulting, Change Management
Education
The University of British Columbia 1979 — 1983
BA, English
West Vancouver Secondary 1974 — 1979
Global Tax Network January 2015 - Present
Global Tax Network July 2013 - Present
P A Schwan & Associates LLC May 2010 - July 2013
International Expatriate Services February 2003 - December 2009
Deloitte May 2002 - February 2003
Andersen, LLP 1986 - 2002
Skills
Tax, Compensation, Policy, Expatriate Management, Expatriate Tax, Tax Advisory, Payroll, Human Resources, International Tax, Income Tax, Tax Accounting, Tax Research, Big 4, CPA, Tax Returns, Deferred Compensation
Education
University of Wisconsin-Madison - School of Business 1982 — 1985
MS, Accounting
Carroll University 1973 — 1977
BS, Econimics and Spanish
Andersen, LLP January 1984 - Present
A property management corporation January 1979 - Present
Rockwood School District January 1978 - Present
Truth, Inc January 1977 - Present
Extended Stay Hotels December 2010 - December 2011
2010 toExtended Stay Hotels December 2010 - December 2011
2008 toStonewood Homes December 2010 - December 2011
2007 toKeller Williams Realty March 2007 - April 2008
Keller William Realty 2007 - 2007
Young, LLP March 1996 - October 2006
Education
Anderson University 1972 — 1974
Anderson University 1972 — 1974
The University of Memphis 1971 — 1974
Deborah Haskell
The University of Memphis
Studies, Business Administration; Business Administration
Kinder Morgan September 2013 - Present
Ernst & Young June 2002 - September 2013
Andersen LLP August 1999 - June 2002
PwC February 1998 - August 1999
Skills
Corporate Tax, SDLC, Business Process..., Tax Accounting, Business Analysis, Tax, Sarbanes-Oxley Act, Internal Controls, International Tax, US GAAP, Process Improvement, SEC Filings, Income Tax
Education
Fordham Gabelli School of Business 1996 — 1998
MS, Taxation
Pace University-Pleasantville/Briarcliff Campus 1989 — 1993
BBA, Accounting
StrategicMFO, a multi-family office for family business owners November 2001 - Present
Andersen LLP 1997 - 2002
Johnston, Taylor, Allison & Hord LLP August 1987 - September 1997
Education
Wake Forest University School of Law 1984 — 1987
J.D., Law
University of North Carolina at Chapel Hill 1982 — 1984
B.A., Math
Agnes Scott College 1980 — 1982
St. Edward's School 1967 — 1978
high school diploma
ACE USA July 2005 - Present
Ernst & Young May 2002 - June 2005
Andersen LLP 2000 - 2002
Skills
Sarbanes-Oxley Act, Accounting, Analysis, Finance, Financial Analysis, Internal Audit, Financial Modeling
Education
City University of New York-Baruch College 1998 — 2000
Master of Business Administration (MBA), Accountancy
City University of New York-Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), International Marketing
Pfizer January 2013 - Present
Pifzer September 2008 - December 2012
Deloitte 2002 - 2008
Deloitte & Touche 2001 - 2008
Andersen LLP 2000 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC filings, Auditing, GAAP, Management, Consolidation, External Audit, Financial Accounting, Process Improvement
Education
Connecticut College 1996 — 2000
BA, Economics and Zoology
KPMG June 2002 - Present
Andersen LLP January 1998 - June 2002
Skills
International Tax, Corporate Tax, Tax Accounting, Tax, Sarbanes-Oxley, Tax Research, Income Tax, Internal Controls, Financial Analysis
Education
Hofstra University 1996 — 1997
MBA, Taxation
University at Albany, SUNY 1992 — 1996
BS, Accounting
SUNY Albany
Deloitte May 2002 - Present
Andersen LLP February 1984 - May 2002
Arthur Andersen 1984 - 2002
Education
The Ohio State University 1982 — 1986
BSBA, Accounting
Grant Thornton LLP August 2014 - Present
Creative Planning Inc. August 2013 - August 2014
Protection One April 2009 - August 2013
ScriptPro August 2008 - April 2009
KPMG May 2002 - August 2008
Andersen LLP January 2001 - May 2002
Skills
Tax Research, Tax Accounting, Accounting, Corporate Tax, Tax, SEC filings, Income Tax, Sarbanes-Oxley Act, QuickBooks, Financial Accounting, Internal Controls, CPA
Education
The University of Kansas 1996 — 2001
Bachelor, Accounting & Business Administration
Global Payments July 2015 - Present
Zep Inc. March 2013 - July 2015
Fiserv April 2010 - December 2011
Deloitte & Touche June 2008 - April 2010
Deloitte & Touche June 2005 - June 2008
Deloitte & Touche March 2003 - June 2005
Deloitte & Touche July 2002 - March 2003
Andersen LLP July 2001 - July 2002
Skills
Internal Controls, IT Audit, Internal Audit, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., Process Improvement, SAS70, Business Process, Project Management, Financial Risk, Integration, External Audit, Data Analysis, Analysis, CISA, Assurance, Management, Team Leadership, Governance, Access Lists, SAS, COSO, Information Technology, Sarbanes-Oxley
Education
University of Leeds 1998 — 2001
BA(hons), Politics and Economics
Whitgift School 1991 — 1998
Constellation Brands May 2012 - Present
Constellation Brands April 2004 - April 2012
PricewaterhouseCoopers LLP 1997 - 2004
Andersen LLP 2000 - 2002
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Forecasting, Accounting, Financial Analysis, US GAAP, Auditing, Cost Accounting, JD Edwards, Sarbanes-Oxley, Cash Flow, Financial Modeling, Variance Analysis, Managerial Finance, General Ledger, Mergers & Acquisitions, SEC filings, GAAP, CPA, Consolidation, Essbase, Internal Audit, Financial Accounting, Strategic Financial..., Finance, Financial Statements, Revenue Recognition, Restructuring, Account Reconciliation, ERP, Business Process..., Financial Audits, External Audit, Budgets, Management, Process Improvement, Strategic Planning, Analysis, Strategy, Due Diligence, Corporate Finance, Business Strategy, Leadership
Education
State University of New York College at Geneseo 1993 — 1997
BS, Accounting
Xaverian High School 1989 — 1993
PricewaterhouseCoopers June 2002 - Present
Andersen LLP 1983 - 2002
Skills
Corporate Tax, SEC filings, International Tax, CPA, Internal Controls, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Sales, US GAAP, Auditing, Tax Research, Accounting, GAAP
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Accounting
Walker Innovation Inc. May 2014 - Present
Fashion to Figure March 2013 - May 2014
Bluefly March 2008 - December 2012
Bluefly May 1999 - March 2008
Andersen LLP September 1991 - May 1999
Skills
SEC filings, Forecasting, Mergers & Acquisitions, Financial Modeling, Due Diligence, Accounting, Start-ups, Retail, E-commerce, Budgets, Private Equity, Corporate Finance, Strategy, Strategic Planning, Venture Capital, Mergers, Business Strategy, Auditing, Corporate Development
Education
Binghamton University - School of Management 1987 — 1991
BS, Accoutning
Kaiser Permanente June 2002 - Present
Arthur Andersen March 1998 - May 2002
Andersen, LLP 1998 - 2002
Skills
Healthcare, Strategic Planning, Project Planning, Process Improvement, Physicians, Healthcare Management, Healthcare Consulting, Healthcare Information..., Hospitals, Healthcare Industry, Program Management, Cross-functional Team..., Change Management, Managed Care, Management Consulting, Leadership, Revenue Cycle, Management, Performance Improvement, Data Analysis, Strategy, Project Management
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Operations & Health Care
Bates College 1986 — 1990
Bachelor of Arts (BA), English and Art History
Sustman Associates LLC September 2004 - Present
Ernst & Young May 2002 - August 2004
Andersen LLP November 2000 - May 2002
Mercer Human Resource Consulting 1982 - 1996
Mercer 1982 - 1996
Education
University of Illinois at Urbana-Champaign 1970 — 1974
BS, Actuarial Science
Huron Consulting Group May 2002 - Present
Andersen LLP June 1998 - May 2002
Head & Company LLC January 1995 - June 1998
Grand Prix Journeys May 1990 - December 1994
Skills
Office Administration, Event Planning, Facilities Management, Employee Relations, Change Management, Human Resources, Budgets, Strategic Planning, Project Management, Process Improvement, Strategy, Due Diligence, Mergers & Acquisitions, Management, Leadership, Project Planning, Business Strategy
Education
Alfred State College - SUNY College of Technology
Nassau Community College
Business Administration
Society of Critical Care Medicine April 2013 - Present
National Safety Council January 2010 - March 2013
National Safety Council June 2007 - January 2010
First Midwest Bank September 2002 - June 2007
University of Chicago October 2000 - September 2002
Andersen LLP July 1998 - September 2000
Skills
Accounting, Financial Reporting, Internal Controls, Nonprofits, Auditing, Accounts Payable, Leadership, Management, Budgets, Financial Analysis, Fixed Assets, GAAP
Education
Illinois Wesleyan University 1994 — 1998
BA, Public Accounting
Caxton Alternative Management August 2012 - Present
Credit Suisse September 2003 - August 2012
Pomona Capital June 2002 - September 2003
Andersen LLP June 1999 - May 2002
Skills
Private Equity, Venture Capital, Fund Of Funds, Offshore Funds, Financial Accounting, Investran, Fund Accounting
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
Master of Business Administration (M.B.A.), Finance
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Accounting
TD Bank August 2002 - Present
Andersen, LLP September 2001 - August 2002
R/S Financial Corporation July 1988 - August 2001
Education
Rutgers University
Bachelor's degree, Accounting
State University of New York College at Potsdam
Bachelor’s Degree, Economics
Retired CPA April 1996 - Present
Andersen LLP July 1993 - March 2003
Price Waterhouse Coopers February 1982 - June 1993
Skills
ERISA, Accounting, Business Strategy, Nonprofits, Corporate Governance, Forensic Accounting, Non-profits, Employee Benefits, Strategic Planning, Outlook, Financial Analysis, Policy, Financial Reporting
Education
University of Illinois at Urbana-Champaign 1977 — 1980
B.S., Accountancy
Moody's Investors Service July 2013 - Present
Standard & Poor's January 2011 - July 2013
Sumitomo Mitsui Banking Corporation January 2003 - May 2011
Zurich Financial Services May 2002 - December 2002
Andersen, LLP July 2001 - April 2002
Wachovia, A Wells Fargo Company March 1999 - June 2001
Bank of America January 1991 - February 1999
Skills
Securitization, Operational Risk..., Risk Management, Operational Risk, Banking, Basel II, Business Process..., Enterprise Risk..., Financial Institutions, AML, Financial Services, Securities, Financial Markets, Structured Products, Capital Markets, Financial Risk, Fixed Income
Education
Fordham Gabelli School of Business 2008 — 2010
M.B.A., Business Management
Clemson University 1989 — 1990
M.A., Financial Economics
University of South Carolina-Columbia 1984 — 1988
B.S., Economics
Axonic Capital LLC January 2011 - Present
Cedar Hill Capital Partners January 2008 - January 2011
Savannah Baltimore Capital Management October 2006 - January 2008
Basswood Partners June 2005 - October 2006
Ernst & Young November 2003 - June 2005
Margolin, Winer & Evens LLP January 2003 - November 2003
Andersen LLP June 2001 - August 2001
Education
State University of New York at Buffalo - School of Management 1997 — 2002
Bachelor of Science, Business and Administration; Accounting Accounting
University at Buffalo 1997 — 2001
BS, Accounting
Southampton High School
Carlos R. Baralt April 2002 - Present
Andersen LLP June 1993 - March 2002
Education
University of Puerto Rico 1974 — 1978
BBA, Accounting, Cum Laude
RGP November 2013 - Present
The Retail Equation November 2012 - November 2013
Colony Capital 2008 - 2009
Bank of America 2006 - 2008
Goldman Sachs 2003 - 2006
Andersen LLP 1997 - 2002
Skills
Internal Audit, Auditing, Accounting, Controllers, Internal Controls, Risk Assessment, Operational Risk, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Risk, Risk Management, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1994 — 1997
Bachelor's degree, Accounting
Marsico Capital Management, LLC September 2007 - Present
PricewaterhouseCoopers LLP January 1999 - September 2007
CCA, Inc. May 1995 - January 1999
Andersen LLP August 1983 - May 1995
Education
University of Denver - Daniels College of Business
Bachelor of Science, Accounting
Aggregate Industries October 2008 - Present
Aggregate Industries July 2005 - September 2008
Agfa March 2004 - June 2005
Agfa August 2002 - March 2004
Andersen LLP August 2001 - July 2002
Skills
Contract Management, SAP, JD Edwards, Cost Management, Forecasting, Budgets, Hyperion, Contract Negotiation, Construction, Financial Analysis, Purchasing, Financial Reporting, Process Scheduler, Construction Management, Contractors, Accounting
Education
Merrimack College 1997 — 2001
BS, Accounting
Canterbury School 1995 — 1997
KPMG LLP November 2012 - Present
Deloitte Tax LLP 2002 - 2012
Andersen LLP May 1988 - May 2002
Skills
Tax, Financial Analysis
Education
College of St. Catherine
Bachelor of Science (BS), Accounting
Roche Diagnostics August 2013 - Present
Roche Diagnostics March 2007 - Present
Roche Diagnostics April 2005 - March 2007
Roche Diagnostics April 2002 - April 2005
RealMed March 2000 - February 2001
Roche Diagnostics January 1999 - March 2000
Roche Diagnostics June 1997 - December 1998
Roche Diagnostics July 1994 - June 1997
Andersen LLP August 1990 - July 1994
Education
Butler University - College of Business Administration 1986 — 1990
Bachelor of Science (B.S.), Accounting
Bank of America 2003 - 2012
LaSalle Bank 2003 - 2007
Andersen, LLP March 1990 - April 2002
Skills
Managing global and..., Credit, Portfolio Management, Financial Risk, Relationship Management, Management, Strategy, Leadership, Program Management, Training, Vendor Management, Budgets, Business Analysis, Strategic Planning, Change Management, Project Management, Process Improvement, Project Portfolio...
Education
College of DuPage 1984 — 1986
Associate of Science (A.S.), Business Administration and Management, General
Glenbard West High School 1980 — 1984
Marcum LLP August 2014 - August 2015
Zygo Corporation April 2013 - December 2014
STR Holdings,Inc. 2009 - 2013
Ernst & Young 2007 - 2009
United Natural Foods 2003 - 2007
KPMG US 2001 - 2003
Andersen LLP 1997 - 2001
Skills
Corporate Tax, Tax Accounting, FAS109, ASC 740, Tax, Transfer Pricing, Tax Preparation, State Tax, International Tax, FIN 48, Tax-planning, R&D Tax Credits, Financial Understanding, Tax Research, Income Tax, Auditing, TaxStream, InSource, Mentoring, Pro-active Leader, Business Understanding, OneSource, Resourceful in the..., work independently, US GAAP, Sarbanes-Oxley Act, Tax Returns, Tax Law, Due Diligence, Big 4, Accounting, Mergers & Acquisitions, Tax Advisory, Property Tax, Finance, Consolidation, GAAP, CPA, Management, Financial Reporting, Tax Compliance
Education
The University of Connecticut 1993 — 1997
Bachelor's degree, Accounting and Finance
OMNIlife Sciences, Inc. May 2014 - Present
Independent Consulting November 2013 - May 2014
SeraCare Life Sciences December 2011 - October 2013
SeraCare Life Sciences January 2007 - December 2011
International Power, America January 2003 - December 2006
Excelergy December 2000 - January 2003
Andersen LLP September 1997 - December 2000
Skills
Senior financial..., Significant experience..., Strong analytical and..., Establishing,..., Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Forecasting, Finance, US GAAP, Corporate Finance, Financial Accounting, SEC filings, Cost Accounting, Cash Management, Consolidation, Budgets, Revenue Recognition, SEC Filings
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor of Science (BS), Accounting and Mathematics
Gartner April 2010 - May 2013
MasterCard August 2001 - March 2010
Andersen LLP March 2000 - July 2001
International Paper April 1999 - December 1999
Union Camp Corporation December 1990 - April 1999
Chase Packaging Corporation February 1986 - December 1990
Stamford Superior Drug Company 1985 - 1986
Bell Atlanticom Systems, Inc. 1983 - 1984
GTE Corporation 1975 - 1983
Skills
Microsoft Office, OneSource, Microsoft Excel, Microsoft Word, Accounting, Corporate Tax, Income Tax, Sales & Use Tax, FIN 48, Tax Preparation, Tax Law, Tax Returns, Property Tax, Analysis, General Ledger, Negotiation, Project Management, Proofreading, Tax Accounting, Tax Advisory, Sales Tax
Education
University of Bridgeport
Bachelor of Science (B.S.), Accounting